@paro.io/expert-shared-components 1.14.63 → 1.14.65

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/documents/TaxAxisDocuments.d.ts

@@ -20,4 +20,4 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     onQboConnected?: (companyName: string) => void;
     onQboDisconnected?: () => void;
 }
-export declare function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, jobId, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;

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

@@ -22,6 +22,15 @@ var __importStar = (this && this.__importStar) || function (mod) {
     __setModuleDefault(result, mod);
     return result;
 };
+var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
+    function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
+    return new (P || (P = Promise))(function (resolve, reject) {
+        function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
+        function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
+        function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
+        step((generator = generator.apply(thisArg, _arguments || [])).next());
+    });
+};
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.TaxAxisDocuments = TaxAxisDocuments;
 const react_1 = __importStar(require("react"));
@@ -29,17 +38,17 @@ const documents_1 = require("../../lib/data/documents");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const DocumentTier_1 = require("./DocumentTier");
 const DocumentReviewModal_1 = require("./DocumentReviewModal");
-// Stub filenames assigned when the user clicks "Upload" (mock App.jsx:1237)
-const STUB_FILENAMES = {
-    "1120s": "2025_1120S.pdf",
-    "state-return": "2025_State_Return.pdf",
-    "payroll": "2025_Payroll.xlsx",
-    "pnl": "QBO_PnL_2025.pdf",
-    "balance": "QBO_BS_2025.pdf",
-    "cashflow": "QBO_CashFlow_2025.pdf",
-    "fixed-assets": "Fixed_Assets.xlsx",
-    "prior-returns": "Prior_Returns.pdf",
-};
+// Stub filenames from original mock (App.jsx:1237) — retained for reference.
+// const STUB_FILENAMES: Record<string, string> = {
+//   "1120s": "2025_1120S.pdf",
+//   "state-return": "2025_State_Return.pdf",
+//   "payroll": "2025_Payroll.xlsx",
+//   "pnl": "QBO_PnL_2025.pdf",
+//   "balance": "QBO_BS_2025.pdf",
+//   "cashflow": "QBO_CashFlow_2025.pdf",
+//   "fixed-assets": "Fixed_Assets.xlsx",
+//   "prior-returns": "Prior_Returns.pdf",
+// };
 // Stub field counts per doc (mirrors STUB_SECTIONS in DocumentReviewModal)
 const STUB_FIELD_COUNTS = {
     pnl: 13,
@@ -94,7 +103,7 @@ const TIER_DEFS = [
         ids: ["state-return", "cashflow", "prior-returns"],
     },
 ];
-function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userContext = "expert", }) {
+function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, jobId, userContext: _userContext = "expert", }) {
     var _a;
     const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(profile), [profile]);
     const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null }))));
@@ -103,14 +112,78 @@ function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userConte
     const reviewDoc = reviewDocId
         ? (_a = docs.find((d) => d.id === reviewDocId)) !== null && _a !== void 0 ? _a : null
         : null;
-    // Stub upload: empty -> validating -> valid after a short delay
-    // (mock App.jsx:1238-1241)
+    // File picker refs
+    const fileInputRef = (0, react_1.useRef)(null);
+    const uploadTargetIdx = (0, react_1.useRef)(-1);
+    const documentIdMap = (0, react_1.useRef)({});
+    // Load previously uploaded documents on mount
+    (0, react_1.useEffect)(() => {
+        if (!fetchUploadedDocuments)
+            return;
+        fetchUploadedDocuments()
+            .then((uploaded) => {
+            if (!uploaded || uploaded.length === 0)
+                return;
+            setDocs((prev) => prev.map((d) => {
+                const match = uploaded.find((u) => u.documentType === d.id);
+                if (!match)
+                    return d;
+                if (match.documentId)
+                    documentIdMap.current[d.id] = match.documentId;
+                const status = match.status === 'PARSED' || match.status === 'valid'
+                    ? 'valid'
+                    : match.status === 'FAILED'
+                        ? 'empty'
+                        : 'validating';
+                return Object.assign(Object.assign({}, d), { status, fileName: match.fileName || d.fileName });
+            }));
+        })
+            .catch((err) => console.error('[TaxAxisDocuments] Failed to fetch uploaded documents:', err));
+    }, []); // eslint-disable-line react-hooks/exhaustive-deps
+    // Open native file picker for the target document slot
     const handleUpload = (idx) => {
-        setDocs((prev) => prev.map((d, i) => i === idx
-            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: STUB_FILENAMES[d.id] || "document.pdf" }) : d));
-        setTimeout(() => setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "valid" }) : d)), 500 + Math.random() * 400);
+        var _a;
+        if (!onUploadDocument) {
+            console.warn('[TaxAxisDocuments] No onUploadDocument handler provided');
+            return;
+        }
+        uploadTargetIdx.current = idx;
+        if (fileInputRef.current) {
+            const doc = docs[idx];
+            fileInputRef.current.accept = ((_a = doc.accept) === null || _a === void 0 ? void 0 : _a.join(',')) || '.pdf,.docx,.xlsx,.csv';
+            fileInputRef.current.value = '';
+            fileInputRef.current.click();
+        }
     };
+    // Handle file selection from the native picker
+    const handleFileSelected = (0, react_1.useCallback)((e) => __awaiter(this, void 0, void 0, function* () {
+        var _a;
+        const file = (_a = e.target.files) === null || _a === void 0 ? void 0 : _a[0];
+        const idx = uploadTargetIdx.current;
+        if (!file || idx < 0 || !onUploadDocument)
+            return;
+        const doc = docs[idx];
+        // Mark as validating immediately
+        setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: 'validating', fileName: file.name }) : d));
+        try {
+            const result = yield onUploadDocument({ id: doc.id }, file);
+            if (result === null || result === void 0 ? void 0 : result.documentId) {
+                documentIdMap.current[doc.id] = result.documentId;
+            }
+            setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: 'valid', fileName: file.name }) : d));
+        }
+        catch (err) {
+            console.error('[TaxAxisDocuments] Upload failed:', err);
+            setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: 'empty', fileName: null }) : d));
+        }
+    }), [docs, onUploadDocument]);
     const handleClear = (idx) => {
+        const doc = docs[idx];
+        const backendDocId = documentIdMap.current[doc.id];
+        if (backendDocId && onDeleteDocument) {
+            onDeleteDocument(backendDocId).catch((err) => console.error('[TaxAxisDocuments] Delete failed:', err));
+            delete documentIdMap.current[doc.id];
+        }
         setDocs((prev) => prev.map((d, i) => i === idx
             ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null }) : d));
     };
@@ -172,5 +245,6 @@ function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userConte
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: onContinue, disabled: requiredCount > requiredValid, className: "flex-1" }, requiredCount > requiredValid
                 ? `Upload ${requiredCount - requiredValid} more required doc${requiredCount - requiredValid > 1 ? "s" : ""}`
                 : "Run Analysis")),
-        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: "stub-job-id", onClose: () => setReviewDocId(null) }))));
+        react_1.default.createElement("input", { ref: fileInputRef, type: "file", style: { display: 'none' }, onChange: handleFileSelected }),
+        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: documentIdMap.current[reviewDoc.id] || reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId || "", onClose: () => setReviewDocId(null) }))));
 }

package/lib/tax-axis/components/intake/TaxAxisIntake.js

@@ -88,26 +88,6 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
     });
     const profile = methods.watch();
     const missingFields = (0, react_1.useMemo)(() => getMissingFields(profile), [profile]);
-    const [showDemo, setShowDemo] = (0, react_1.useState)(false);
-    const konamiRef = (0, react_1.useRef)({ keys: '', timer: null });
-    (0, react_1.useEffect)(() => {
-        const handler = (e) => {
-            var _a;
-            const tag = (_a = e.target) === null || _a === void 0 ? void 0 : _a.tagName;
-            if (tag === 'INPUT' || tag === 'TEXTAREA' || tag === 'SELECT')
-                return;
-            const k = konamiRef.current;
-            k.keys += e.key.toLowerCase();
-            clearTimeout(k.timer);
-            k.timer = setTimeout(() => { k.keys = ''; }, 3000);
-            if (k.keys.includes('demo')) {
-                setShowDemo(true);
-                k.keys = '';
-            }
-        };
-        window.addEventListener('keydown', handler);
-        return () => window.removeEventListener('keydown', handler);
-    }, []);
     const handleDemoToggle = () => {
         const current = methods.getValues();
         const isDemoFilled = current.bizName === DEMO_PROFILE.bizName;
@@ -127,9 +107,17 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
     };
     return (react_1.default.createElement(react_hook_form_1.FormProvider, Object.assign({}, methods),
         react_1.default.createElement("div", { className: "grid grid-cols-[1fr_1fr] gap-5" },
-            react_1.default.createElement("div", { className: "relative flex flex-col gap-4" },
-                showDemo && (react_1.default.createElement("button", { type: "button", onClick: handleDemoToggle, className: "absolute right-0 -top-1 text-[10px] text-tax-axis-text-4 opacity-40 hover:opacity-80 transition-opacity cursor-pointer bg-transparent border-none font-tax-axis-mono", style: { zIndex: 20 } }, "Demo")),
-                react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),
+            react_1.default.createElement("div", { className: "flex flex-col gap-4" },
+                react_1.default.createElement("div", { onClick: (e) => {
+                        var _a;
+                        if (e.detail === 3) {
+                            const tag = (_a = e.target) === null || _a === void 0 ? void 0 : _a.tagName;
+                            if (tag === 'INPUT' || tag === 'TEXTAREA' || tag === 'SELECT')
+                                return;
+                            handleDemoToggle();
+                        }
+                    } },
+                    react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext })),
                 react_1.default.createElement(RefineAnalysisSection_1.RefineAnalysisSection, { userContext: userContext }),
                 react_1.default.createElement(CpaIntakeQuestionsSection_1.CpaIntakeQuestionsSection, { userContext: userContext }),
                 react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext, missingFields: missingFields })),

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.63",
+  "version": "1.14.65",
   "description": "",
   "main": "lib/index.js",
   "scripts": {