@paro.io/expert-shared-components 1.14.66 → 1.14.67

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

@@ -5,46 +5,120 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.StrategyDetailPanel = StrategyDetailPanel;
 const react_1 = __importDefault(require("react"));
-const data_1 = require("../../lib/data");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
-function Sec({ title, children }) {
+function Sec({ title, children, titleColor }) {
     return (react_1.default.createElement("div", { className: "mb-6" },
-        react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-teal-light uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, title),
+        react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2.5 font-tax-axis-mono", style: { color: titleColor || "#A1E5E6" } }, title),
         children));
 }
 const fmtK = (n) => `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
-function StrategyDetailPanel({ s, profile, computed, onClose }) {
-    var _a, _b, _c, _d, _e, _f;
-    const narr = data_1.STRATEGY_NARRATIVE[s.rank];
+function positionStrengthLabel(positionStrength) {
+    if (!positionStrength)
+        return { label: "Position Under Review", color: "#9498B8", dots: 2 };
+    const p = positionStrength.toUpperCase();
+    if (p.includes("SUBSTANTIAL"))
+        return { label: "Substantial Authority · Low §6694 Risk", color: "#0F6E56", dots: 4 };
+    if (p.includes("REASONABLE"))
+        return { label: "Reasonable Basis · Elevated §6694 Risk", color: "#FB9A1D", dots: 3 };
+    if (p.includes("DISCLOSURE") || p.includes("NEEDS_DISCLOSURE"))
+        return { label: "Needs Disclosure · High §6694 Risk", color: "#EF4444", dots: 2 };
+    return { label: positionStrength, color: "#9498B8", dots: 2 };
+}
+/**
+ * Split engagement_recommendation at the implementation/action boundary.
+ *
+ * The LLM writes engagement_recommendation as a single paragraph covering both
+ * the savings math AND the CPA implementation steps. We split at the first
+ * implementation keyword so the savings math shows under "HOW SAVINGS BREAK DOWN"
+ * and the CPA action steps show under "CPA ENGAGEMENT NOTES".
+ *
+ * Heuristic: split at "Implementation:", "CPA should", "CPA must", or numbered
+ * action lists "(1)". If no split point found, entire text goes to savings section.
+ */
+function splitEngagementText(text) {
+    if (!text)
+        return { savingsSection: "", cpaSection: "" };
+    // Try splitting on double-newline first (well-structured LLM output)
+    const paraBreak = text.indexOf("\n\n");
+    if (paraBreak !== -1) {
+        return {
+            savingsSection: text.slice(0, paraBreak).trim(),
+            cpaSection: text.slice(paraBreak).trim(),
+        };
+    }
+    // Single-paragraph: find the first implementation boundary
+    const splitPatterns = [
+        /\s+Implementation:\s+/i,
+        /\s+CPA should\s+/i,
+        /\s+CPA must\s+/i,
+        /\s+To implement:\s+/i,
+        /\s+\(1\)\s+/, // numbered list start
+    ];
+    for (const pattern of splitPatterns) {
+        const match = text.search(pattern);
+        if (match > 80) { // only split if there's meaningful content before it
+            return {
+                savingsSection: text.slice(0, match).trim(),
+                cpaSection: text.slice(match).trim(),
+            };
+        }
+    }
+    // No clean split point — show everything as savings breakdown, nothing as CPA notes
+    return { savingsSection: text, cpaSection: "" };
+}
+function SourceDocRows({ docs, trace }) {
+    if (docs && docs.length > 0) {
+        return (react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
+            react_1.default.createElement("div", { className: "grid px-3.5 py-2", style: { background: "#161938", gridTemplateColumns: "1fr auto" } },
+                react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, "Field \u00B7 Source"),
+                react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono text-right" }, "Value")),
+            docs.map((ref, i) => (react_1.default.createElement("div", { key: i, className: "grid px-3.5 py-2.5 items-center gap-3", style: { gridTemplateColumns: "1fr auto", borderTop: "1px solid rgba(36,131,132,0.08)" } },
+                react_1.default.createElement("div", null,
+                    react_1.default.createElement("div", { className: "text-xs text-tax-axis-text font-tax-axis-body" }, ref.field_label),
+                    react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, ref.source_hint)),
+                react_1.default.createElement("div", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono text-right whitespace-nowrap" }, ref.value_display))))));
+    }
+    const traceSteps = trace !== null && trace !== void 0 ? trace : [];
+    if (!traceSteps.length) {
+        return react_1.default.createElement("p", { className: "text-xs text-tax-axis-text-2 italic" }, "Detailed source mapping not available for this strategy.");
+    }
+    return (react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
+        react_1.default.createElement("div", { className: "grid grid-cols-2 px-3.5 py-2", style: { background: "#161938" } },
+            react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, "Step"),
+            react_1.default.createElement("span", { className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono text-right" }, "Result")),
+        traceSteps.map((t, i) => (react_1.default.createElement("div", { key: i, className: "grid grid-cols-2 px-3.5 py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.08)" } },
+            react_1.default.createElement("div", null,
+                react_1.default.createElement("div", { className: "text-xs text-tax-axis-text font-tax-axis-body" }, t.step),
+                react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5 break-all" }, t.formula)),
+            react_1.default.createElement("div", { className: "text-right" },
+                react_1.default.createElement("div", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono" }, t.result),
+                t.src && react_1.default.createElement("div", { className: "text-[9px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, t.src)))))));
+}
+function StrategyDetailPanel({ s, profile: _profile, computed, onClose }) {
+    var _a, _b;
     const c = computed === null || computed === void 0 ? void 0 : computed.get(s.rank);
     const lo = (_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo;
     const hi = (_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi;
-    const sources = (_d = (_c = c === null || c === void 0 ? void 0 : c.sources) !== null && _c !== void 0 ? _c : s.sources) !== null && _d !== void 0 ? _d : [];
-    const trace = (_f = (_e = c === null || c === void 0 ? void 0 : c.trace) !== null && _e !== void 0 ? _e : s.trace) !== null && _f !== void 0 ? _f : [];
-    const whyText = narr ? narr.whyMatters(profile) : data_1.NARRATIVE_FALLBACK.whyMatters(s);
-    const breakdownText = narr ? narr.breakdown(profile, c) : data_1.NARRATIVE_FALLBACK.breakdown(s, c);
-    const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || data_1.NARRATIVE_FALLBACK.whySpecialist(s);
-    const nextText = narr ? narr.nextSteps : data_1.NARRATIVE_FALLBACK.nextSteps(s);
+    const pos = positionStrengthLabel(s.positionStrength);
+    const { savingsSection, cpaSection } = splitEngagementText(s.abstract || "");
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement("div", { onClick: onClose, className: "fixed inset-0 z-[200]", style: { background: "rgba(6,8,33,0.7)", backdropFilter: "blur(4px)" } }),
-        react_1.default.createElement("div", { className: "fixed top-0 right-0 bottom-0 z-[201] flex flex-col", style: {
-                width: 520,
-                maxWidth: "calc(100vw - 24px)",
+        react_1.default.createElement("div", { className: "fixed bottom-0 left-0 right-0 md:top-0 md:left-auto md:right-0 md:bottom-0 z-[201] flex flex-col w-full md:w-[520px] max-h-[85vh] md:max-h-none overflow-y-auto border-t border-tax-axis-border md:border-t-0 md:border-l", style: {
                 background: "#0E1132",
-                borderLeft: "1px solid rgba(36,131,132,0.12)",
                 boxShadow: "-8px 0 40px rgba(6,8,33,0.6)",
             } },
+            react_1.default.createElement("div", { className: "w-10 h-1 rounded-full bg-tax-axis-text-4 mx-auto my-2 md:hidden" }),
             react_1.default.createElement("div", { className: "px-6 py-5 flex-shrink-0", style: { borderBottom: "1px solid rgba(36,131,132,0.12)" } },
                 react_1.default.createElement("div", { className: "flex justify-between items-start mb-3" },
                     react_1.default.createElement("div", null,
-                        react_1.default.createElement("div", { className: "flex items-center gap-2 mb-1.5" },
+                        react_1.default.createElement("div", { className: "flex items-center gap-2 mb-1.5 flex-wrap" },
                             react_1.default.createElement("span", { className: "text-xl font-bold text-tax-axis-text font-tax-axis-head" }, s.name),
                             react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-teal-light bg-tax-axis-teal-bg px-2 py-0.5 rounded" }, s.code)),
-                        react_1.default.createElement("div", { className: "flex gap-2" },
+                        react_1.default.createElement("div", { className: "flex gap-2 flex-wrap" },
                             react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, null, s.priority),
                             react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "neutral" }, s.timeline),
-                            s.cost && s.cost !== "$0" && (react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "orange" }, s.cost)))),
-                    react_1.default.createElement("button", { onClick: onClose, className: "flex items-center justify-center w-8 h-8 rounded-lg", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
+                            s.quickWin && react_1.default.createElement(TaxAxisBadge_1.TaxAxisBadge, { color: "orange" }, "\u26A1 Quick Win"))),
+                    react_1.default.createElement("button", { onClick: onClose, className: "flex items-center justify-center w-8 h-8 rounded-lg flex-shrink-0", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
                         react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
                             react_1.default.createElement("path", { d: "M2.5 2.5l7 7M9.5 2.5l-7 7", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" })))),
                 react_1.default.createElement("div", { className: "font-tax-axis-head", style: { fontSize: 34, fontWeight: 900, color: "#A1E5E6", letterSpacing: "-1.5px" } },
@@ -53,87 +127,40 @@ function StrategyDetailPanel({ s, profile, computed, onClose }) {
                     fmtK(hi),
                     react_1.default.createElement("span", { className: "text-[13px] text-tax-axis-text-3 font-normal font-tax-axis-body ml-2" }, "est. annual savings"))),
             react_1.default.createElement("div", { className: "flex-1 overflow-y-auto p-6" },
-                s.warning && (react_1.default.createElement("div", { className: "p-3 rounded-lg mb-6 text-xs leading-relaxed", style: {
-                        background: "rgba(251,154,29,0.06)",
-                        border: "1px solid rgba(251,154,29,0.25)",
-                        color: "#FB9A1D",
-                    } },
+                s.warning && (react_1.default.createElement("div", { className: "p-3 rounded-lg mb-6 text-xs leading-relaxed", style: { background: "rgba(251,154,29,0.06)", border: "1px solid rgba(251,154,29,0.25)", color: "#FB9A1D" } },
                     react_1.default.createElement("strong", null, "Flag: "),
                     s.warning)),
-                react_1.default.createElement("div", { className: "mb-6" },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-text-4 mb-2 font-tax-axis-mono" }, "WHY THIS MATTERS"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, whyText)),
-                react_1.default.createElement("div", { className: "mb-6" },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-text-4 mb-2 font-tax-axis-mono" }, "HOW SAVINGS BREAK DOWN"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, breakdownText)),
-                react_1.default.createElement("div", { className: "mb-6 pl-3.5 py-0.5", style: { borderLeft: "3px solid #FB9A1D" } },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2 font-tax-axis-mono", style: { color: "#FB9A1D" } }, "WHY YOU NEED A SPECIALIST"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, specialistText)),
-                react_1.default.createElement("div", { className: "rounded-lg p-3 mb-6", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
-                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest text-tax-axis-teal-light mb-1.5 font-tax-axis-mono" }, "WHAT WE'D DO NEXT"),
-                    react_1.default.createElement("div", { className: "text-[13px] text-tax-axis-text leading-[1.7] font-tax-axis-body" }, typeof nextText === "string" ? nextText : "Provide documents so we can calculate exact savings.")),
-                react_1.default.createElement(Sec, { title: "Summary" },
-                    react_1.default.createElement("p", { className: "text-sm text-tax-axis-text leading-[1.8] font-tax-axis-body" }, s.abstract)),
-                react_1.default.createElement(Sec, { title: "Plain Language" },
-                    react_1.default.createElement("div", { className: "p-3.5 rounded-[10px]", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
-                        react_1.default.createElement("p", { className: "text-sm text-tax-axis-teal-light leading-[1.7] font-tax-axis-body italic" },
-                            "\u201C",
-                            s.clientBrief,
-                            "\u201D"))),
-                react_1.default.createElement(Sec, { title: "Source Documents" },
-                    react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
-                        react_1.default.createElement("div", { className: "grid grid-cols-[1.2fr_1fr_.8fr_.8fr] px-3.5 py-2.5", style: { background: "#161938" } }, ["Field", "Document", "Line", "Value"].map((h) => (react_1.default.createElement("span", { key: h, className: "text-[10px] font-semibold text-tax-axis-text-3 uppercase tracking-wider font-tax-axis-mono" }, h)))),
-                        sources.map((src, i) => (react_1.default.createElement("div", { key: i, className: "grid grid-cols-[1.2fr_1fr_.8fr_.8fr] px-3.5 py-2.5", style: { borderTop: "1px solid rgba(36,131,132,0.12)" } },
-                            react_1.default.createElement("span", { className: "text-xs text-tax-axis-text" }, src.field),
-                            react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, src.doc),
-                            react_1.default.createElement("span", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, src.line),
-                            react_1.default.createElement("span", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-mono" }, src.value)))))),
-                react_1.default.createElement(Sec, { title: "Calculation Trace" },
-                    react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { border: "1px solid rgba(36,131,132,0.12)" } },
-                        trace.map((t, i) => (react_1.default.createElement("div", { key: i, className: "p-3 flex gap-3 items-start", style: { borderTop: i ? "1px solid rgba(36,131,132,0.12)" : "none" } },
-                            react_1.default.createElement("span", { className: "text-[11px] font-bold text-tax-axis-teal font-tax-axis-mono w-5 flex-shrink-0" }, t.n),
-                            react_1.default.createElement("div", { className: "flex-1" },
-                                react_1.default.createElement("div", { className: "text-[13px] font-medium text-tax-axis-text font-tax-axis-body mb-0.5" }, t.step),
-                                react_1.default.createElement("div", { className: "text-[11px] font-tax-axis-mono text-tax-axis-text-2" }, t.formula)),
-                            react_1.default.createElement("div", { className: "text-right flex-shrink-0" },
-                                react_1.default.createElement("div", { className: "text-[13px] font-bold text-tax-axis-teal-light font-tax-axis-mono" }, t.result),
-                                react_1.default.createElement("div", { className: "text-[9px] text-tax-axis-text-3 font-tax-axis-mono mt-0.5" }, t.src))))),
-                        react_1.default.createElement("div", { className: "p-3.5", style: { borderTop: "1px solid rgba(36,131,132,0.12)", background: "#161938" } },
-                            react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-teal-light uppercase tracking-widest mb-2 font-tax-axis-mono" }, "Derivation"),
-                            react_1.default.createElement("div", { className: "flex items-center gap-2 flex-wrap" }, trace.map((t, i) => (react_1.default.createElement("span", { key: i, className: "flex items-center gap-1.5" },
-                                react_1.default.createElement("span", { className: "text-xs font-tax-axis-mono text-tax-axis-text px-2 py-0.5 rounded", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } }, t.result),
-                                i < trace.length - 1 && (react_1.default.createElement("span", { className: "text-[11px] text-tax-axis-text-3 font-tax-axis-mono" }, "\u2192")))))),
-                            trace.length > 1 && (react_1.default.createElement("div", { className: "mt-2 text-xs font-tax-axis-mono p-2 rounded-md leading-relaxed", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                                react_1.default.createElement("span", { className: "text-tax-axis-text-2" }, "Result: "),
-                                react_1.default.createElement("span", { className: "font-semibold text-tax-axis-teal-light" }, trace[trace.length - 1].result),
-                                react_1.default.createElement("span", { className: "text-tax-axis-text-2" }, " via "),
-                                react_1.default.createElement("span", { className: "text-tax-axis-text" }, trace[trace.length - 1].formula)))))),
-                react_1.default.createElement(Sec, { title: "IRS Authority" },
+                s.clientBrief && (react_1.default.createElement(Sec, { title: "Why This Matters" },
+                    react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, s.clientBrief))),
+                savingsSection && (react_1.default.createElement(Sec, { title: "How Savings Break Down" },
+                    react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body whitespace-pre-line" }, savingsSection))),
+                s.specialistNote && (react_1.default.createElement("div", { className: "mb-6 pl-3.5 py-1", style: { borderLeft: "3px solid #FB9A1D" } },
+                    react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2 font-tax-axis-mono", style: { color: "#FB9A1D" } }, "Why You Need a Specialist"),
+                    react_1.default.createElement("p", { className: "text-[13px] text-tax-axis-text-2 leading-[1.75] font-tax-axis-body" }, s.specialistNote))),
+                react_1.default.createElement(Sec, { title: "Data Used in This Analysis" },
+                    react_1.default.createElement(SourceDocRows, { docs: s.sourceDocuments, trace: s.trace })),
+                cpaSection && (react_1.default.createElement(Sec, { title: "CPA Engagement Notes", titleColor: "#9498B8" },
+                    react_1.default.createElement("div", { className: "rounded-[10px] p-3.5", style: { background: "rgba(14,17,50,0.6)", border: "1px solid rgba(36,131,132,0.10)" } },
+                        react_1.default.createElement("p", { className: "text-[12px] text-tax-axis-text-3 leading-[1.75] font-tax-axis-body whitespace-pre-line" }, cpaSection)))),
+                react_1.default.createElement(Sec, { title: "IRS Authority", titleColor: "#9498B8" },
                     react_1.default.createElement("div", { className: "p-3.5 rounded-[10px] mb-3", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                        react_1.default.createElement("div", { className: "text-[13px] font-tax-axis-mono text-tax-axis-text mb-1" }, s.authority),
-                        react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2" },
+                        react_1.default.createElement("div", { className: "text-[13px] font-tax-axis-mono text-tax-axis-text mb-1" }, s.authority || "See engagement notes"),
+                        s.forms && (react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2" },
                             "Forms: ",
-                            react_1.default.createElement("span", { className: "font-tax-axis-mono text-tax-axis-text" }, s.forms))),
+                            react_1.default.createElement("span", { className: "font-tax-axis-mono text-tax-axis-text" }, s.forms)))),
                     react_1.default.createElement("div", { className: "rounded-[10px] overflow-hidden", style: { background: "rgba(36,131,132,0.06)", border: "1px solid rgba(36,131,132,0.2)" } },
                         react_1.default.createElement("div", { className: "p-3 flex gap-3 items-center", style: { borderBottom: "1px solid rgba(36,131,132,0.15)" } },
-                            react_1.default.createElement("div", { className: "flex gap-[3px]" }, [1, 2, 3, 4, 5].map((i) => (react_1.default.createElement("div", { key: i, className: "w-2 h-2 rounded-sm", style: { background: i <= 4 ? "#248384" : "rgba(36,131,132,0.2)" } })))),
-                            react_1.default.createElement("span", { className: "text-[13px] font-semibold text-tax-axis-teal-light font-tax-axis-head" }, "Substantial Authority \u00B7 Low \u00A76694 Risk")),
+                            react_1.default.createElement("div", { className: "flex gap-[3px]" }, [1, 2, 3, 4, 5].map((i) => (react_1.default.createElement("div", { key: i, className: "w-2 h-2 rounded-sm", style: { background: i <= pos.dots ? pos.color : "rgba(36,131,132,0.2)" } })))),
+                            react_1.default.createElement("span", { className: "text-[13px] font-semibold font-tax-axis-head", style: { color: pos.color } }, pos.label)),
                         react_1.default.createElement("div", { className: "p-3" },
-                            react_1.default.createElement("p", { className: "text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body mb-2" }, "IRC \u00A76694 imposes penalties on preparers who sign off on positions that lack sufficient legal support. There are two tiers:"),
-                            react_1.default.createElement("div", { className: "grid gap-1.5 mb-2.5" },
-                                react_1.default.createElement("div", { className: "p-2 rounded-md", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                                    react_1.default.createElement("div", { className: "text-[11px] font-semibold text-tax-axis-text font-tax-axis-head mb-0.5" }, "Tier 1 \u2014 Unreasonable Position"),
-                                    react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 leading-relaxed font-tax-axis-body" }, "If a position lacks \u201Csubstantial authority\u201D (~40% chance of being sustained), the preparer faces the greater of $1,000 or 50% of the fee earned from that return.")),
-                                react_1.default.createElement("div", { className: "p-2 rounded-md", style: { background: "#1A1D3A", border: "1px solid rgba(36,131,132,0.12)" } },
-                                    react_1.default.createElement("div", { className: "text-[11px] font-semibold text-tax-axis-text font-tax-axis-head mb-0.5" }, "Tier 2 \u2014 Willful or Reckless Conduct"),
-                                    react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-2 leading-relaxed font-tax-axis-body" }, "If the preparer knowingly disregards rules or regulations, the penalty is the greater of $5,000 or 75% of the fee earned."))),
-                            react_1.default.createElement("div", { className: "p-2 rounded-md flex gap-2 items-start", style: { background: "rgba(15,110,86,0.06)", border: "1px solid rgba(15,110,86,0.15)" } },
-                                react_1.default.createElement("svg", { width: "14", height: "14", viewBox: "0 0 14 14", fill: "none", className: "flex-shrink-0 mt-0.5" },
-                                    react_1.default.createElement("path", { d: "M2.5 7l3.5 3.5 5.5-6", stroke: "#0F6E56", strokeWidth: "1.5", strokeLinecap: "round" })),
-                                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text leading-relaxed font-tax-axis-body" },
-                                    react_1.default.createElement("strong", { style: { color: "#0F6E56" } }, "This strategy holds Substantial Authority"),
-                                    " \u2014 established IRS guidance, published revenue rulings, or settled case law support this position. Signing off on this carries low preparer penalty exposure under \u00A76694(a).")))))),
+                            react_1.default.createElement("p", { className: "text-xs text-tax-axis-text leading-[1.7] font-tax-axis-body" },
+                                "IRC \u00A76694 imposes penalties on preparers who sign off on positions that lack sufficient legal support.",
+                                pos.dots >= 4
+                                    ? " This strategy holds Substantial Authority — established IRS guidance supports this position. Low preparer penalty exposure under §6694(a)."
+                                    : pos.dots === 3
+                                        ? " This strategy rests on Reasonable Basis. CPA should document the position before filing and consider disclosure on Form 8275."
+                                        : " This strategy requires preparer disclosure. Consult IRS guidance before taking this position."))))),
             react_1.default.createElement("div", { className: "px-6 py-4 flex-shrink-0", style: { borderTop: "1px solid rgba(36,131,132,0.12)", background: "#0E1132" } },
-                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 mb-2" }, "Recommended action:"),
-                react_1.default.createElement("div", { className: "text-sm font-medium text-tax-axis-text" }, s.action)))));
+                react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-3 uppercase tracking-widest font-tax-axis-mono mb-2" }, "What We'd Do Next"),
+                react_1.default.createElement("div", { className: "text-sm font-medium text-tax-axis-text leading-relaxed" }, s.action || "Work with your CPA to implement this strategy.")))));
 }

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

@@ -1,15 +1,69 @@
 import React from "react";
-import type { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
+import type { ClientProfile, TaxAxisScreenProps, ExtractionDocument } from "../../lib/types";
+export interface LlmStrategy {
+    strategyType: string;
+    applicable: boolean;
+    priority: string;
+    estimatedSavings: {
+        min: number;
+        max: number;
+    };
+    summary: string;
+    implementationSteps: string[];
+    requiredForms: string[];
+    strategyId?: string;
+    status?: "COMPLETE" | "FAILED";
+    error?: string;
+    weightedScore?: number;
+    quickWin?: boolean;
+    calculationTrace?: Record<string, unknown>;
+}
+export interface LlmExcludedStrategy {
+    strategy_id: string;
+    status?: "EXCLUDED";
+    reason: string;
+    irs_cite?: string;
+}
+export interface LlmResult {
+    strategies: LlmStrategy[];
+    summary: {
+        applicableCount: number;
+        totalStrategies: number;
+        highPriorityCount: number;
+        quickWinCount: number;
+        notEligibleCount: number;
+        estimatedSavingsMin: number;
+        estimatedSavingsMax: number;
+        failedCount?: number;
+        top3?: string[];
+    };
+    meta: {
+        provider: string;
+        tokenCount?: number;
+        totalTokens?: number;
+        inputTokens?: number;
+        outputTokens?: number;
+        latencyMs?: number;
+        sourceDocumentCount: number;
+        parsedDocumentCount: number;
+        detectedDocumentTypes: string[];
+        modelId?: string;
+        promptVersion?: string;
+    };
+    excludedStrategies?: LlmExcludedStrategy[];
+    engineOutput?: Record<string, unknown>;
+    rawOutput?: Record<string, unknown>;
+}
 export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     profile: ClientProfile;
+    llmResult?: LlmResult | null;
+    parsedDocuments?: ExtractionDocument[];
     onDownloadClient: () => void;
     onDownloadPreparer: () => void;
     onPresent: () => void;
     onSend: () => void;
     onReset: () => void;
     onReviewData?: () => void;
-    llmResult?: any;
-    parsedDocuments?: any[];
     onUploadMore?: () => void;
 }
-export declare function TaxAxisDashboard({ profile, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;
+export declare function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClient, onDownloadPreparer, onPresent, onSend, onReset, onReviewData, onUploadMore, userContext: _userContext, }: TaxAxisDashboardProps): React.JSX.Element;