@paro.io/expert-shared-components 1.14.65 → 1.14.67

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Files changed (81) hide show
  1. package/lib/components/DocumentCenter/MultiFileUploadSection.js +220 -121
  2. package/lib/components/TaxAxis/TaxAxisApi.d.ts +0 -1
  3. package/lib/components/TaxAxis/TaxAxisShell.js +5 -80
  4. package/lib/components/shared/UploadClient.d.ts +2 -1
  5. package/lib/components/shared/UploadClient.js +6 -2
  6. package/lib/index.d.ts +1 -13
  7. package/lib/index.js +1 -27
  8. package/lib/tax-axis/components/clientReport/ExecutiveSummary.d.ts +4 -1
  9. package/lib/tax-axis/components/clientReport/ExecutiveSummary.js +10 -6
  10. package/lib/tax-axis/components/clientReport/Methodology.js +2 -2
  11. package/lib/tax-axis/components/clientReport/RecommendedStrategies.d.ts +6 -1
  12. package/lib/tax-axis/components/clientReport/RecommendedStrategies.js +26 -24
  13. package/lib/tax-axis/components/clientReport/StrategyCard.d.ts +1 -1
  14. package/lib/tax-axis/components/clientReport/StrategyCard.js +39 -23
  15. package/lib/tax-axis/components/clientReport/TaxAxisClientReport.d.ts +5 -2
  16. package/lib/tax-axis/components/clientReport/TaxAxisClientReport.js +9 -7
  17. package/lib/tax-axis/components/dashboard/DashboardActions.js +6 -5
  18. package/lib/tax-axis/components/dashboard/DashboardSummary.d.ts +6 -1
  19. package/lib/tax-axis/components/dashboard/DashboardSummary.js +19 -10
  20. package/lib/tax-axis/components/dashboard/StrategyDetailPanel.d.ts +1 -1
  21. package/lib/tax-axis/components/dashboard/StrategyDetailPanel.js +122 -95
  22. package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts +58 -4
  23. package/lib/tax-axis/components/dashboard/TaxAxisDashboard.js +375 -56
  24. package/lib/tax-axis/components/documents/DocumentCard.d.ts +6 -3
  25. package/lib/tax-axis/components/documents/DocumentCard.js +72 -15
  26. package/lib/tax-axis/components/documents/DocumentReviewModal.d.ts +3 -1
  27. package/lib/tax-axis/components/documents/DocumentReviewModal.js +113 -263
  28. package/lib/tax-axis/components/documents/DocumentTier.d.ts +5 -4
  29. package/lib/tax-axis/components/documents/DocumentTier.js +2 -2
  30. package/lib/tax-axis/components/documents/TaxAxisDocuments.d.ts +28 -8
  31. package/lib/tax-axis/components/documents/TaxAxisDocuments.js +340 -156
  32. package/lib/tax-axis/components/documents/qbo/QboAvailableReportsModal.d.ts +13 -0
  33. package/lib/tax-axis/components/documents/qbo/QboAvailableReportsModal.js +180 -0
  34. package/lib/tax-axis/components/documents/qbo/QboClientSelectorModal.d.ts +10 -0
  35. package/lib/tax-axis/components/documents/qbo/QboClientSelectorModal.js +155 -0
  36. package/lib/tax-axis/components/documents/qbo/QboConnectBanner.d.ts +9 -0
  37. package/lib/tax-axis/components/documents/qbo/QboConnectBanner.js +55 -0
  38. package/lib/tax-axis/components/documents/qbo/QboDocumentMappingModal.d.ts +10 -0
  39. package/lib/tax-axis/components/documents/qbo/QboDocumentMappingModal.js +202 -0
  40. package/lib/tax-axis/components/documents/qbo/QboImportingModal.d.ts +8 -0
  41. package/lib/tax-axis/components/documents/qbo/QboImportingModal.js +75 -0
  42. package/lib/tax-axis/components/documents/qbo/QboPermissionsModal.d.ts +8 -0
  43. package/lib/tax-axis/components/documents/qbo/QboPermissionsModal.js +126 -0
  44. package/lib/tax-axis/components/documents/qbo/index.d.ts +8 -0
  45. package/lib/tax-axis/components/documents/qbo/index.js +17 -0
  46. package/lib/tax-axis/components/documents/qbo/qboConstants.d.ts +24 -0
  47. package/lib/tax-axis/components/documents/qbo/qboConstants.js +71 -0
  48. package/lib/tax-axis/components/documents/qbo/types.d.ts +43 -0
  49. package/lib/tax-axis/components/documents/qbo/types.js +3 -0
  50. package/lib/tax-axis/components/documents/qbo/useQboFlow.d.ts +19 -0
  51. package/lib/tax-axis/components/documents/qbo/useQboFlow.js +207 -0
  52. package/lib/tax-axis/components/intake/ClientParametersSection.js +14 -30
  53. package/lib/tax-axis/components/intake/CpaIntakeQuestionsSection.js +3 -3
  54. package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts +1 -2
  55. package/lib/tax-axis/components/intake/IntakeCtaCards.js +6 -13
  56. package/lib/tax-axis/components/intake/RefineAnalysisSection.js +7 -7
  57. package/lib/tax-axis/components/intake/TaxAxisIntake.js +7 -95
  58. package/lib/tax-axis/components/intake/intakeSchema.d.ts +0 -3
  59. package/lib/tax-axis/components/intake/intakeSchema.js +2 -4
  60. package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts +23 -4
  61. package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.js +15 -4
  62. package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts +2 -1
  63. package/lib/tax-axis/components/processing/TaxAxisProcessing.js +102 -31
  64. package/lib/tax-axis/components/prospectReport/ProspectPrintView.js +0 -2
  65. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts +1 -8
  66. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js +5 -5
  67. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts +1 -27
  68. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js +25 -43
  69. package/lib/tax-axis/index.d.ts +3 -1
  70. package/lib/tax-axis/index.js +4 -3
  71. package/lib/tax-axis/lib/adapters/useEngineOutput.d.ts +138 -13
  72. package/lib/tax-axis/lib/adapters/useEngineOutput.js +156 -7
  73. package/lib/tax-axis/lib/data/documents.d.ts +3 -2
  74. package/lib/tax-axis/lib/data/documents.js +225 -25
  75. package/lib/tax-axis/lib/data/strategies.js +9 -9
  76. package/lib/tax-axis/lib/documentFieldCatalog.d.ts +7 -12
  77. package/lib/tax-axis/lib/documentFieldCatalog.js +805 -8
  78. package/lib/tax-axis/lib/types/index.d.ts +13 -1
  79. package/package.json +1 -1
  80. package/lib/README.md +0 -2
  81. package/lib/package.json +0 -68
@@ -14,10 +14,11 @@ interface DocumentTierProps {
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  tier: TierDef;
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  docs: DocState[];
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  helpOverrides: Record<string, string>;
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- fieldCounts: Record<string, number>;
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- onUpload: (idx: number) => void;
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+ fieldCounts?: Record<string, number>;
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+ onUpload: (idx: number, file: File) => void;
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  onClear: (idx: number) => void;
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- onReview: (docId: string) => void;
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+ onRemove?: (idx: number) => void;
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+ onReview?: (docId: string) => void;
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  }
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- export declare function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onReview, }: DocumentTierProps): React.JSX.Element | null;
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+ export declare function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onRemove, onReview, }: DocumentTierProps): React.JSX.Element | null;
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  export {};
@@ -6,7 +6,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
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  exports.DocumentTier = DocumentTier;
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  const react_1 = __importDefault(require("react"));
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  const DocumentCard_1 = require("./DocumentCard");
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- function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onReview, }) {
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+ function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClear, onRemove, onReview, }) {
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  const tierDocs = tier.ids
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  .map((id) => {
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  const idx = docs.findIndex((d) => d.id === id);
@@ -19,5 +19,5 @@ function DocumentTier({ tier, docs, helpOverrides, fieldCounts, onUpload, onClea
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  react_1.default.createElement("div", { className: "flex items-center gap-2 mb-2" },
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  react_1.default.createElement("span", { className: "text-[10px] font-bold uppercase tracking-widest font-tax-axis-mono", style: { color: tier.labelColor } }, tier.label),
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  react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, tier.sublabel)),
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- react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], fieldCount: fieldCounts[doc.id], onUpload: () => onUpload(idx), onClear: () => onClear(idx), onReview: () => onReview(doc.id) }))))));
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+ react_1.default.createElement("div", { className: "grid gap-1.5" }, tierDocs.map(({ doc, idx }) => (react_1.default.createElement(DocumentCard_1.DocumentCard, { key: doc.id, doc: doc, tierBorderColor: tier.borderColor, tierBadgeColor: tier.badgeColor, tierBadgeText: tier.badgeText, helpOverride: helpOverrides[doc.id], fieldCount: fieldCounts === null || fieldCounts === void 0 ? void 0 : fieldCounts[doc.id], onUpload: (file) => onUpload(idx, file), onClear: () => onClear(idx), onRemove: onRemove ? () => onRemove(idx) : undefined, onReview: onReview ? () => onReview(doc.id) : undefined }))))));
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  }
@@ -1,23 +1,43 @@
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  import React from "react";
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  import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
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+ import { TaxAxisEntityTypeKey } from "../../lib/data/documents";
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+ import { DocState } from "./DocumentCard";
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  export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
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  profile: ClientProfile;
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+ entityType?: TaxAxisEntityTypeKey | string | null;
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  onContinue: () => void;
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  onBack: () => void;
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- entityType?: string;
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- onUploadDocument?: (doc: {
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- id: string;
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- }, file: File) => Promise<any>;
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+ onUploadDocument?: (doc: DocState, file: File) => Promise<void | {
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+ documentId?: string;
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+ fileName?: string;
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+ status?: string;
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+ documentType?: string;
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+ parseError?: string | null;
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+ }>;
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  onDeleteDocument?: (documentId: string) => Promise<void>;
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- fetchUploadedDocuments?: () => Promise<any[]>;
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+ fetchUploadedDocuments?: () => Promise<Array<{
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+ documentId?: string;
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+ fileName: string;
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+ status: string;
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+ documentType?: string | null;
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+ parseError?: string | null;
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+ updatedAt?: string | null;
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+ parsedData?: Record<string, unknown> | null;
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+ reviewedData?: Record<string, unknown> | null;
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+ }>>;
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+ parsedFieldCounts?: Record<string, number>;
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  jobId?: string;
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  onSaveReviewedField?: (documentId: string, reviewedData: Record<string, unknown>) => Promise<void>;
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  qboConnected?: boolean;
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  qboCompanyName?: string | null;
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  qboAuthorizeUrl?: string;
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- qboClientConfirmed?: boolean;
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- onImportQboReport?: (...args: any[]) => Promise<any>;
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+ onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string) => Promise<any>;
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  onQboConnected?: (companyName: string) => void;
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  onQboDisconnected?: () => void;
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+ onQboImport?: (mappedDocs: {
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+ slot: string;
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+ fileName: string;
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+ }[]) => void;
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+ qboClientConfirmed?: boolean;
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  }
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- export declare function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, jobId, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
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+ export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }: TaxAxisDocumentsProps): React.JSX.Element;