@paro.io/expert-shared-components 1.14.66 → 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 -2
  27. package/lib/tax-axis/components/documents/DocumentReviewModal.js +109 -295
  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 +335 -172
  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
@@ -12,6 +12,11 @@ export interface StrategySource {
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  value: string;
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  field: string;
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  }
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+ export interface SourceDocumentRef {
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+ field_label: string;
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+ value_display: string;
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+ source_hint: string;
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+ }
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  export interface StrategyTraceStep {
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  n: number;
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  step: string;
@@ -38,14 +43,18 @@ export interface Strategy {
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  needsOwnerComp?: boolean;
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  clientBrief?: string;
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  action?: string;
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+ abstract?: string;
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  authority?: string;
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  forms?: string;
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  warning?: string | null;
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- abstract?: string;
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  sources?: StrategySource[];
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  trace?: StrategyTraceStep[];
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  cost?: string;
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  timelineBucket?: string;
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+ sourceDocuments?: SourceDocumentRef[];
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+ quickWin?: boolean;
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+ positionStrength?: string;
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+ specialistNote?: string;
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  }
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  export interface ClientProfile {
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  bizName: string;
@@ -153,12 +162,15 @@ export interface ProspectStrategyMeta {
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  typicalRange: string;
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  prospectNote: string;
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  }
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+ export type DocTier = "required" | "recommended" | "conditional";
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  export interface DocSpec {
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  id: string;
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+ documentType: string;
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  name: string;
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  accept: string[];
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  strategies: string[];
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  required: boolean | "optional" | "conditional";
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+ tier: DocTier;
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  help: string;
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  }
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  export interface SidebarLookupEntry {
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@paro.io/expert-shared-components",
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- "version": "1.14.66",
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+ "version": "1.14.67",
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  "description": "",
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  "main": "lib/index.js",
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  "scripts": {
package/lib/README.md DELETED
@@ -1,2 +0,0 @@
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- # expert-shared-components
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- Repository to store Components shared between the Expert Apps and Internal Apps
package/lib/package.json DELETED
@@ -1,68 +0,0 @@
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- {
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- "name": "@paro.io/expert-shared-components",
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- "version": "1.14.48",
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- "description": "",
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- "main": "lib/index.js",
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- "scripts": {
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- "build": "tsc",
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- "build:watch": "tsc --watch",
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- "prepare": "yarn build",
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- "test": "yarn test:build",
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- "test:build": "yarn build",
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- "clean": "yarn -rf lib",
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- "predeploy": "tsc && cp package.json README.md ./lib",
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- "link-local": "yarn link && cd node_modules/react && yarn link && cd ../react-dom && yarn link",
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- "unlink-local": "yarn unlink && cd node_modules/react && yarn unlink && cd ../react-dom && yarn unlink"
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- },
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- "repository": "https://github.com/paroadmin/expert-shared-components.git",
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- "keywords": [
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- "react",
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- "components",
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- "shared"
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- ],
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- "author": "apande@paro.io",
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- "license": "MIT",
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- "dependencies": {
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- "@date-io/dayjs": "1.x",
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- "@fortawesome/fontawesome-svg-core": "^6.6.0",
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- "@fortawesome/free-solid-svg-icons": "^6.6.0",
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- "@fortawesome/react-fontawesome": "^0.2.2",
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- "@hookform/resolvers": "3.3.4",
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- "@material-ui/core": "^4.11.0",
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- "@material-ui/icons": "^4.11.3",
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- "@material-ui/lab": "^4.0.0-alpha.61",
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- "@material-ui/pickers": "^3.3.11",
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- "@paro.io/base-icons": "^1.0.4",
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- "@paro.io/base-ui": "^1.8.3",
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- "@types/react-input-mask": "^3.0.5",
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- "dayjs": "^1.10.7",
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- "lodash": "^4.17.21",
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- "react": "^18.2.0",
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- "react-copy-to-clipboard": "^5.0.4",
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- "react-datepicker": "^4.6.0",
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- "react-dom": "^17.0.2",
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- "react-hook-form": "7.51.1",
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- "react-hot-toast": "^2.4.1",
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- "react-input-mask": "^3.0.0-alpha.2",
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- "styled-components": "^5.3.3",
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- "uuid": "8.3.2",
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- "yup": "^0.32.11"
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- },
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- "devDependencies": {
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- "@types/lodash": "^4.14.170",
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- "@types/react": "18.3.12",
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- "@types/react-copy-to-clipboard": "^5.0.2",
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- "@types/react-datepicker": "^4.19.6",
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- "@types/react-dom": "^18.2.22",
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- "@types/styled-components": "^5.1.22",
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- "@types/uuid": "^10.0.0",
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- "@types/yup": "^0.29.13",
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- "typescript": "^5.3.3"
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- },
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- "files": [
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- "lib/**/*"
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- ],
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- "directories": {
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- "lib": "lib"
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- }
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- }