@paro.io/expert-shared-components 1.14.62 → 1.14.64

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -113,6 +113,36 @@ function entityTypeKey(entity) {
         return undefined;
     return (_a = ENTITY_DISPLAY_TO_KEY[entity]) !== null && _a !== void 0 ? _a : entity;
 }
+const GENERATING_STAGES = [
+    'Analyzing entity structure…',
+    'Evaluating deduction strategies…',
+    'Modeling tax scenarios…',
+    'Scoring strategy opportunities…',
+    'Generating prospect insights…',
+];
+function GeneratingOverlay() {
+    const [elapsed, setElapsed] = (0, react_1.useState)(0);
+    const [mounted, setMounted] = (0, react_1.useState)(false);
+    (0, react_1.useEffect)(() => { setMounted(true); }, []);
+    (0, react_1.useEffect)(() => {
+        const id = setInterval(() => setElapsed((s) => s + 1), 1000);
+        return () => clearInterval(id);
+    }, []);
+    const stageIdx = Math.min(Math.floor(elapsed / 9), GENERATING_STAGES.length - 1);
+    return (react_1.default.createElement("div", { className: 'fixed inset-0 z-[180] bg-black/25' },
+        react_1.default.createElement("div", { className: 'absolute left-1/2 top-1/3 -translate-x-1/2 rounded-xl bg-tax-axis-surface px-8 py-6 text-center shadow-lg border border-tax-axis-border', style: { maxWidth: 360, width: '100%' } },
+            react_1.default.createElement("div", { className: 'w-full h-1.5 rounded-full bg-tax-axis-border mb-4 overflow-hidden' },
+                react_1.default.createElement("div", { className: 'h-full rounded-full', style: {
+                        background: 'linear-gradient(90deg, #248384, #2dd4bf)',
+                        width: mounted ? '95%' : '0%',
+                        transition: 'width 45s ease-out',
+                    } })),
+            react_1.default.createElement("div", { className: 'text-sm font-semibold text-white mb-1 font-tax-axis-body' }, "Generating Prospect Report"),
+            react_1.default.createElement("div", { className: 'text-xs text-tax-axis-text-3 font-tax-axis-body mb-2', style: { minHeight: 18 } }, GENERATING_STAGES[stageIdx]),
+            react_1.default.createElement("div", { className: 'text-[10px] text-tax-axis-text-4 font-tax-axis-mono' },
+                elapsed,
+                "s elapsed"))));
+}
 function buildSessionInput(profile) {
     const taxYear = Number(profile.year) || new Date().getFullYear();
     return {
@@ -574,11 +604,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                 react_1.default.createElement("div", { className: 'flex items-center gap-2' },
                     react_1.default.createElement("div", { className: 'w-3 h-3 rounded-full animate-spin flex-shrink-0', style: { border: '2px solid transparent', borderTopColor: '#248384' } }),
                     busyMessage)))),
-        generating && (react_1.default.createElement("div", { className: 'fixed inset-0 z-[180] bg-black/25' },
-            react_1.default.createElement("div", { className: 'absolute left-1/2 top-1/3 -translate-x-1/2 rounded-xl bg-tax-axis-surface px-8 py-6 text-center shadow-lg border border-tax-axis-border', style: { maxWidth: 360 } },
-                react_1.default.createElement("div", { className: 'w-6 h-6 rounded-full animate-spin mx-auto mb-3', style: { border: '2.5px solid transparent', borderTopColor: '#248384' } }),
-                react_1.default.createElement("div", { className: 'text-sm font-semibold text-white mb-1 font-tax-axis-body' }, "Generating Prospect Report"),
-                react_1.default.createElement("div", { className: 'text-xs text-tax-axis-text-3 font-tax-axis-body' }, "Analyzing strategies and generating insights...")))),
+        generating && react_1.default.createElement(GeneratingOverlay, null),
         currentView));
 };
 exports.TaxAxisShell = TaxAxisShell;

package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts

@@ -10,5 +10,6 @@ export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     onReviewData?: () => void;
     llmResult?: any;
     parsedDocuments?: any[];
+    onUploadMore?: () => void;
 }
-export declare function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;
+export declare function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;

package/lib/tax-axis/components/dashboard/TaxAxisDashboard.js

@@ -42,7 +42,7 @@ const BUCKETS = [
     { key: "30d", label: "Within 30 Days", desc: "Documentation or payroll changes" },
     { key: "90d", label: "Within 90 Days", desc: "Structural changes — new accounts or plan setup" },
 ];
-function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, userContext: _userContext = "expert", }) {
+function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext = "expert", }) {
     // ─── Derived data ──────────────────────────────────────────────
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
     const dashEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
@@ -77,8 +77,23 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
         const c = computed.get(selected.rank);
         return Object.assign(Object.assign({}, selected), { lo: (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : selected.lo, hi: (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : selected.hi, sources: (_c = c === null || c === void 0 ? void 0 : c.sources) !== null && _c !== void 0 ? _c : selected.sources, trace: (_d = c === null || c === void 0 ? void 0 : c.trace) !== null && _d !== void 0 ? _d : selected.trace });
     }, [selected, computed]);
-    // Sorted strategies for impact distribution
-    const sortedByImpact = (0, react_1.useMemo)(() => [...dashEligible].sort((a, b) => { var _a, _b, _c, _d; return ((_b = (_a = computed.get(b.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : b.hi) - ((_d = (_c = computed.get(a.rank)) === null || _c === void 0 ? void 0 : _c.hi) !== null && _d !== void 0 ? _d : a.hi); }), [dashEligible, computed]);
+    // Split eligible strategies into calculable (hi > 0) vs uncalculated ($0K)
+    const calculable = (0, react_1.useMemo)(() => dashEligible.filter((s) => { var _a, _b; return ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi) > 0; }), [dashEligible, computed]);
+    const uncalculated = (0, react_1.useMemo)(() => dashEligible.filter((s) => { var _a, _b; return ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi) === 0; }), [dashEligible, computed]);
+    // Sorted calculable strategies for impact distribution
+    const sortedByImpact = (0, react_1.useMemo)(() => [...calculable].sort((a, b) => { var _a, _b, _c, _d; return ((_b = (_a = computed.get(b.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : b.hi) - ((_d = (_c = computed.get(a.rank)) === null || _c === void 0 ? void 0 : _c.hi) !== null && _d !== void 0 ? _d : a.hi); }), [calculable, computed]);
+    // Reverse-map: strategy name → document names needed (from DOC_SPECS_BASE)
+    const strategyDocNeeds = (0, react_1.useMemo)(() => {
+        const map = new Map();
+        uncalculated.forEach((s) => {
+            const docs = data_1.DOC_SPECS_BASE
+                .filter((d) => d.strategies.some((st) => s.name.includes(st) || st.includes(s.code)))
+                .map((d) => d.name);
+            map.set(s.name, docs.length > 0 ? docs : ["Upload additional documents"]);
+        });
+        return map;
+    }, [uncalculated]);
+    const [uncalcExpanded, setUncalcExpanded] = (0, react_1.useState)(false);
     return (react_1.default.createElement("div", null,
         react_1.default.createElement(DashboardSummary_1.DashboardSummary, { profile: profile, dashEligible: dashEligible, computed: computed, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
         react_1.default.createElement(DashboardTopBar_1.DashboardTopBar, { topTab: topTab, setTopTab: setTopTab, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
@@ -139,6 +154,23 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
                     marginBottom: "-1px",
                 } }, lbl)))),
             reportTab === "report" ? (react_1.default.createElement("div", null,
+                reviewStatus.unreviewed > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] mb-4 flex items-center gap-3", style: {
+                        background: "rgba(251,154,29,0.06)",
+                        border: "1px solid rgba(251,154,29,0.20)",
+                        borderLeft: "4px solid #FB9A1D",
+                        padding: "14px 20px",
+                    } },
+                    react_1.default.createElement("svg", { width: "16", height: "16", viewBox: "0 0 16 16", fill: "none", className: "flex-shrink-0" },
+                        react_1.default.createElement("path", { d: "M8 1.5l6.5 12H1.5L8 1.5z", stroke: "#FB9A1D", strokeWidth: "1.3", fill: "none" }),
+                        react_1.default.createElement("path", { d: "M8 6.5v3M8 11h.005", stroke: "#FB9A1D", strokeWidth: "1.3", strokeLinecap: "round" })),
+                    react_1.default.createElement("div", { className: "flex-1" },
+                        react_1.default.createElement("span", { className: "text-[13px] font-semibold text-white font-tax-axis-body" },
+                            reviewStatus.unreviewed,
+                            " extracted value",
+                            reviewStatus.unreviewed > 1 ? "s" : "",
+                            " flagged for review"),
+                        react_1.default.createElement("span", { className: "text-[12px] text-tax-axis-text-2 font-tax-axis-body ml-2" }, "\u2014 strategy savings may shift after corrections")),
+                    onReviewData && (react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onReviewData, className: "flex-shrink-0" }, "Review Extracted Values")))),
                 react_1.default.createElement("div", { className: "rounded-[14px] mb-4", style: {
                         background: "#0E1132",
                         border: "1px solid rgba(36,131,132,0.12)",
@@ -154,7 +186,7 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
                                 color: "#9498B8",
                             } }, chartExpanded ? "Collapse \u2191" : "Expand \u2193")),
                     sortedByImpact
-                        .slice(0, chartExpanded ? dashEligible.length : 12)
+                        .slice(0, chartExpanded ? calculable.length : 12)
                         .map((s, i) => {
                         var _a, _b, _c, _d;
                         const chi = (_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi;
@@ -179,24 +211,57 @@ function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPre
                                 "\u2013",
                                 fmtK(chi))));
                     }),
-                    !chartExpanded && dashEligible.length > 12 && (react_1.default.createElement("div", { onClick: () => setChartExpanded(true), className: "text-[11px] text-tax-axis-teal-light font-tax-axis-mono mt-1 cursor-pointer hover:underline" },
+                    !chartExpanded && calculable.length > 12 && (react_1.default.createElement("div", { onClick: () => setChartExpanded(true), className: "text-[11px] text-tax-axis-teal-light font-tax-axis-mono mt-1 cursor-pointer hover:underline" },
                         "+ ",
-                        dashEligible.length - 12,
+                        calculable.length - 12,
                         " more strategies \u2014 click to view all")),
                     chartExpanded && (react_1.default.createElement("div", { onClick: () => setChartExpanded(false), className: "text-[11px] text-tax-axis-text-3 font-tax-axis-mono mt-1 cursor-pointer hover:text-tax-axis-teal" },
                         "Showing all ",
-                        dashEligible.length,
+                        calculable.length,
                         " strategies \u2014 click to collapse"))),
                 react_1.default.createElement("div", { className: "text-[13px] font-bold text-white uppercase tracking-widest mb-2.5 font-tax-axis-head flex justify-between items-center" },
                     react_1.default.createElement("span", null,
-                        dashEligible.length,
+                        calculable.length,
                         " Strategies"),
                     react_1.default.createElement("span", { className: "font-normal normal-case tracking-normal text-tax-axis-text-2 text-xs font-tax-axis-body" }, "Click to explore")),
-                react_1.default.createElement("div", { className: "grid grid-cols-2 gap-2.5 mb-4" }, dashEligible.map((s, i) => {
+                react_1.default.createElement("div", { className: "grid grid-cols-2 gap-2.5 mb-4" }, calculable.map((s, i) => {
                     var _a, _b;
                     const c = computed.get(s.rank);
                     return (react_1.default.createElement(StrategyTile_1.StrategyTile, { key: s.rank, s: Object.assign(Object.assign({}, s), { lo: (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo, hi: (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi }), delay: 0.2 + i * 0.06, onClick: () => setSelected(s), maxSavings: maxSavings }));
                 })),
+                uncalculated.length > 0 && (react_1.default.createElement("div", { className: "rounded-[14px] overflow-hidden mb-4", style: {
+                        background: "#0E1132",
+                        border: "1px solid rgba(251,154,29,0.15)",
+                        boxShadow: "0 2px 8px rgba(6,8,33,0.3)",
+                    } },
+                    react_1.default.createElement("div", { onClick: () => setUncalcExpanded((p) => !p), className: "px-5 py-3.5 flex items-center gap-3 cursor-pointer" },
+                        react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none", className: "flex-shrink-0" },
+                            react_1.default.createElement("circle", { cx: "7", cy: "7", r: "5.5", stroke: "#FB9A1D", strokeWidth: "1.2" }),
+                            react_1.default.createElement("path", { d: "M7 4.5v3M7 9.5h.005", stroke: "#FB9A1D", strokeWidth: "1.2", strokeLinecap: "round" })),
+                        react_1.default.createElement("span", { className: "text-[13px] font-semibold text-white font-tax-axis-body flex-1" },
+                            uncalculated.length,
+                            " strateg",
+                            uncalculated.length > 1 ? "ies" : "y",
+                            " need more data to calculate savings"),
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none", style: {
+                                transform: uncalcExpanded ? "rotate(180deg)" : "none",
+                                transition: "transform .2s",
+                            } },
+                            react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" }))),
+                    uncalcExpanded && (react_1.default.createElement("div", { style: { borderTop: "1px solid rgba(251,154,29,0.12)", padding: "12px 20px" } },
+                        uncalculated.map((s, i) => (react_1.default.createElement("div", { key: s.rank, className: "py-2.5", style: {
+                                borderBottom: i < uncalculated.length - 1
+                                    ? "1px solid rgba(36,131,132,0.08)"
+                                    : "none",
+                            } },
+                            react_1.default.createElement("div", { className: "flex items-center gap-2.5 mb-1" },
+                                react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono px-2 py-0.5 rounded", style: { color: "#FB9A1D", background: "rgba(251,154,29,0.08)", border: "1px solid rgba(251,154,29,0.15)" } }, s.code),
+                                react_1.default.createElement("span", { className: "text-[13px] text-white font-tax-axis-body font-semibold" }, s.name)),
+                            react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 font-tax-axis-body pl-0.5" },
+                                "Needs: ",
+                                (strategyDocNeeds.get(s.name) || ["Upload additional documents"]).join(", "))))),
+                        onUploadMore && (react_1.default.createElement("div", { className: "pt-3 mt-1", style: { borderTop: "1px solid rgba(251,154,29,0.12)" } },
+                            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onUploadMore }, "Upload Documents"))))))),
                 react_1.default.createElement("div", { className: "rounded-[14px] overflow-hidden mb-4", style: {
                         background: "#0E1132",
                         border: "1px solid rgba(36,131,132,0.12)",

package/lib/tax-axis/components/documents/DocumentCard.d.ts

@@ -11,8 +11,10 @@ interface DocumentCardProps {
     tierBadgeColor: "red" | "orange" | "neutral";
     tierBadgeText: string;
     helpOverride?: string;
+    fieldCount?: number;
     onUpload: () => void;
     onClear: () => void;
+    onReview?: () => void;
 }
-export declare function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, }: DocumentCardProps): React.JSX.Element;
+export declare function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, fieldCount, onUpload, onClear, onReview, }: DocumentCardProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/documents/DocumentCard.js

@@ -25,7 +25,7 @@ const STATUS_STYLES = {
         cardBorder: "rgba(15,110,86,0.25)",
     },
 };
-function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, onUpload, onClear, }) {
+function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, helpOverride, fieldCount, onUpload, onClear, onReview, }) {
     var _a;
     const ss = STATUS_STYLES[doc.status];
     const leftBorder = doc.status === "valid" ? "rgba(15,110,86,0.6)" : tierBorderColor;
@@ -49,10 +49,22 @@ function DocumentCard({ doc, tierBorderColor, tierBadgeColor, tierBadgeText, hel
                 react_1.default.createElement("div", { className: "flex items-center gap-1.5" },
                     react_1.default.createElement("span", { className: "text-[13px] font-medium text-white font-tax-axis-body" }, doc.name),
                     doc.status === "empty" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: tierBadgeColor, size: "xs" }, tierBadgeText))),
-                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, (_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help))),
+                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-body mt-0.5" }, doc.status === "valid" && doc.fileName
+                    ? `${doc.fileName}${fieldCount ? ` \u00b7 ${fieldCount} fields extracted` : ""}`
+                    : ((_a = doc.fileName) !== null && _a !== void 0 ? _a : (helpOverride !== null && helpOverride !== void 0 ? helpOverride : doc.help)))),
             react_1.default.createElement("div", { className: "flex items-center gap-2 flex-shrink-0" },
                 doc.status === "valid" && (react_1.default.createElement(react_1.default.Fragment, null,
-                    react_1.default.createElement("span", { className: "text-[10px] font-semibold font-tax-axis-mono", style: { color: "#0F6E56" } }, "Done"),
+                    react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none" },
+                        react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "2", strokeLinecap: "round" })),
+                    react_1.default.createElement("button", { onClick: onReview, className: "rounded-md px-3 py-1 text-[11px] font-semibold font-tax-axis-mono cursor-pointer flex items-center gap-1.5", style: {
+                            background: "rgba(99,102,241,0.12)",
+                            border: "1px solid rgba(99,102,241,0.30)",
+                            color: "#a5b4fc",
+                        } },
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                            react_1.default.createElement("rect", { x: "2", y: "1.5", width: "8", height: "9", rx: "1.5", stroke: "#a5b4fc", strokeWidth: "1.2" }),
+                            react_1.default.createElement("path", { d: "M4 4.5h4M4 6.5h4M4 8.5h2", stroke: "#a5b4fc", strokeWidth: "0.9", strokeLinecap: "round" })),
+                        "Review"),
                     react_1.default.createElement("button", { onClick: onClear, className: "bg-transparent border-none p-1 text-tax-axis-text-4 text-sm cursor-pointer" }, "\u00D7"))),
                 doc.status === "empty" && (react_1.default.createElement("button", { onClick: onUpload, className: "rounded-md px-3.5 py-1.5 text-[11px] font-semibold text-tax-axis-teal-light font-tax-axis-mono cursor-pointer", style: {
                         background: "rgba(36,131,132,0.10)",

package/lib/tax-axis/components/documents/DocumentReviewModal.d.ts

@@ -6,8 +6,6 @@ export interface DocumentReviewModalProps {
     documentName: string;
     fileName: string;
     jobId: string;
-    parsedData?: Record<string, unknown> | null;
-    onSaveReviewedData?: (fields: Record<string, string>) => Promise<void>;
     onClose: () => void;
 }
-export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }: DocumentReviewModalProps): React.JSX.Element;
+export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, onClose, }: DocumentReviewModalProps): React.JSX.Element;