@paro.io/expert-shared-components 1.14.64 → 1.14.66

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

@@ -7,5 +7,6 @@ export interface DocumentReviewModalProps {
     fileName: string;
     jobId: string;
     onClose: () => void;
+    parsedData?: Record<string, unknown> | null;
 }
-export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, onClose, }: DocumentReviewModalProps): React.JSX.Element;
+export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, onClose, parsedData, }: DocumentReviewModalProps): React.JSX.Element;

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

@@ -143,23 +143,59 @@ function getStubSections(documentId) {
         },
     ];
 }
+function humanizeFieldKey(key) {
+    return key.replace(/_/g, ' ').replace(/\b\w/g, (c) => c.toUpperCase());
+}
+function formatFieldValue(value) {
+    if (typeof value === 'number') {
+        return Math.abs(value) >= 1
+            ? `$${value.toLocaleString('en-US', { maximumFractionDigits: 0 })}`
+            : String(value);
+    }
+    return String(value !== null && value !== void 0 ? value : '');
+}
+function parsedDataToSections(data) {
+    const fields = data.fields;
+    if (!fields || typeof fields !== 'object')
+        return [];
+    const entries = Object.entries(fields)
+        .filter(([key]) => !key.startsWith('_'));
+    if (entries.length === 0)
+        return [];
+    return [{
+            head: humanizeFieldKey(String(data.documentType || 'Extracted Fields')),
+            fields: entries.map(([key, value]) => ({
+                key,
+                label: humanizeFieldKey(key),
+                value: formatFieldValue(value),
+                sourceRef: 'Extracted',
+                confidence: 0.92,
+            })),
+        }];
+}
 function getTotalFieldCount(sections) {
     return sections.reduce((sum, s) => sum + s.fields.length, 0);
 }
 // ── Component ──
-function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, onClose, }) {
+function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, onClose, parsedData, }) {
     const [loading, setLoading] = (0, react_1.useState)(true);
     const [sections, setSections] = (0, react_1.useState)([]);
     const [saveStatus, setSaveStatus] = (0, react_1.useState)("idle");
     const debounceTimers = (0, react_1.useRef)({});
-    // Stub fetch: simulate loading delay
+    // Load sections from real parsedData when available, fall back to stubs
     (0, react_1.useEffect)(() => {
+        if (parsedData && typeof parsedData === 'object' && parsedData.fields) {
+            setSections(parsedDataToSections(parsedData));
+            setLoading(false);
+            return;
+        }
+        // Fallback: stub data with simulated delay
         const t = setTimeout(() => {
             setSections(getStubSections(documentId));
             setLoading(false);
         }, 400);
         return () => clearTimeout(t);
-    }, [documentId]);
+    }, [documentId, parsedData]);
     const handleFieldChange = (0, react_1.useCallback)((sectionIdx, fieldIdx, newValue) => {
         setSections((prev) => prev.map((sec, si) => si === sectionIdx
             ? Object.assign(Object.assign({}, sec), { fields: sec.fields.map((f, fi) => fi === fieldIdx ? Object.assign(Object.assign({}, f), { value: newValue }) : f) }) : sec));

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"));
@@ -29,28 +38,22 @@ 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 field counts per doc (mirrors STUB_SECTIONS in DocumentReviewModal)
-const STUB_FIELD_COUNTS = {
-    pnl: 13,
-    balance: 9,
-    "1120s": 3,
-    payroll: 3,
-    "state-return": 2,
-    cashflow: 1,
-    "fixed-assets": 1,
-    "prior-returns": 1,
-};
+// 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 from original mock — retained for reference.
+// const STUB_FIELD_COUNTS: Record<string, number> = {
+//   pnl: 13, balance: 9, "1120s": 3, payroll: 3,
+//   "state-return": 2, cashflow: 1, "fixed-assets": 1, "prior-returns": 1,
+// };
 // Short help text shown below each doc name when not yet uploaded
 // (mock App.jsx:1384). Overrides the longer DOC_SPECS_BASE.help.
 const HELP_OVERRIDES = {
@@ -94,7 +97,7 @@ 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 }))));
@@ -103,17 +106,108 @@ 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)({});
+    const [parsedDataMap, setParsedDataMap] = (0, react_1.useState)({});
+    // Load previously uploaded documents on mount
+    (0, react_1.useEffect)(() => {
+        if (!fetchUploadedDocuments)
+            return;
+        fetchUploadedDocuments()
+            .then((uploaded) => {
+            if (!uploaded || uploaded.length === 0)
+                return;
+            const newParsed = {};
+            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;
+                if (match.parsedData)
+                    newParsed[d.id] = match.parsedData;
+                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 });
+            }));
+            if (Object.keys(newParsed).length > 0) {
+                setParsedDataMap((prev) => (Object.assign(Object.assign({}, prev), newParsed)));
+            }
+        })
+            .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);
+        if (!onUploadDocument) {
+            console.warn('[TaxAxisDocuments] No onUploadDocument handler provided');
+            return;
+        }
+        uploadTargetIdx.current = idx;
+        if (fileInputRef.current) {
+            const doc = docs[idx];
+            fileInputRef.current.accept = '.pdf,.doc,.docx,.xlsx,.xls,.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;
+            }
+            if (result === null || result === void 0 ? void 0 : result.parsedData) {
+                setParsedDataMap((prev) => (Object.assign(Object.assign({}, prev), { [doc.id]: result.parsedData })));
+            }
+            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];
+        }
+        setParsedDataMap((prev) => {
+            const next = Object.assign({}, prev);
+            delete next[doc.id];
+            return next;
+        });
         setDocs((prev) => prev.map((d, i) => i === idx
             ? Object.assign(Object.assign({}, d), { status: "empty", fileName: null }) : d));
     };
+    // Compute real field counts from parsed data
+    const fieldCounts = (0, react_1.useMemo)(() => {
+        const counts = {};
+        for (const doc of docs) {
+            const pd = parsedDataMap[doc.id];
+            const fields = pd === null || pd === void 0 ? void 0 : pd.fields;
+            if (fields && typeof fields === 'object') {
+                counts[doc.id] = Object.keys(fields)
+                    .filter((k) => !k.startsWith('_')).length;
+            }
+        }
+        return counts;
+    }, [docs, parsedDataMap]);
     const validCount = docs.filter((d) => d.status === "valid").length;
     const requiredCount = docs.filter((d) => d.required === true).length;
     const requiredValid = docs.filter((d) => d.required === true && d.status === "valid").length;
@@ -166,11 +260,12 @@ function TaxAxisDocuments({ profile, onContinue, onBack, userContext: _userConte
                     coveragePct,
                     "% coverage"),
                 validCount < docs.length && (react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, "Upload more documents to increase strategy coverage")))),
-        TIER_DEFS.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: HELP_OVERRIDES, fieldCounts: STUB_FIELD_COUNTS, onUpload: handleUpload, onClear: handleClear, onReview: (docId) => setReviewDocId(docId) }))),
+        TIER_DEFS.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: HELP_OVERRIDES, fieldCounts: fieldCounts, onUpload: handleUpload, onClear: handleClear, onReview: (docId) => setReviewDocId(docId) }))),
         react_1.default.createElement("div", { className: "flex gap-3 mt-6" },
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back"),
             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), parsedData: parsedDataMap[reviewDoc.id] || null }))));
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.64",
+  "version": "1.14.66",
   "description": "",
   "main": "lib/index.js",
   "scripts": {