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

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

@@ -38,33 +38,13 @@ 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 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 = {
-    "1120s": "Improves accuracy of every strategy",
-    "payroll": "Critical for Entity Structure and QBI calculations",
-    "fixed-assets": "Unlocks Cost Segregation (potential $15K\u201385K)",
-    "state-return": "If client operates in income-tax states",
-    "cashflow": "Helps with income deferral and timing strategies",
-    "prior-returns": "Improves confidence intervals (more years = tighter estimates)",
-};
-// Tier groupings from mock (App.jsx:1379-1383)
+const QboConnectBanner_1 = require("./qbo/QboConnectBanner");
+const QboPermissionsModal_1 = require("./qbo/QboPermissionsModal");
+const QboClientSelectorModal_1 = require("./qbo/QboClientSelectorModal");
+const QboAvailableReportsModal_1 = require("./qbo/QboAvailableReportsModal");
+const QboDocumentMappingModal_1 = require("./qbo/QboDocumentMappingModal");
+const QboImportingModal_1 = require("./qbo/QboImportingModal");
+const useQboFlow_1 = require("./qbo/useQboFlow");
 const TIER_DEFS = [
     {
         key: "required",
@@ -74,7 +54,7 @@ const TIER_DEFS = [
         labelColor: "#C53030",
         badgeColor: "red",
         badgeText: "REQUIRED",
-        ids: ["pnl", "balance"],
+        ids: [],
     },
     {
         key: "recommended",
@@ -84,7 +64,7 @@ const TIER_DEFS = [
         labelColor: "#FB9A1D",
         badgeColor: "orange",
         badgeText: "RECOMMENDED",
-        ids: ["1120s", "payroll", "fixed-assets"],
+        ids: [],
     },
     {
         key: "conditional",
@@ -94,178 +74,361 @@ const TIER_DEFS = [
         labelColor: "#C8CCE5",
         badgeColor: "neutral",
         badgeText: "CONDITIONAL",
-        ids: ["state-return", "cashflow", "prior-returns"],
+        ids: [],
     },
 ];
-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 }))));
-    // Review modal state
+function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", qboConnected = false, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }) {
+    var _a, _b, _c, _d, _e, _f, _g, _h;
+    const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(entityType !== null && entityType !== void 0 ? entityType : undefined), [entityType]);
+    // Build tier defs dynamically from the doc spec list so they're always in sync.
+    const tierDefs = (0, react_1.useMemo)(() => {
+        return TIER_DEFS.map((def) => (Object.assign(Object.assign({}, def), { ids: docSpecs
+                .filter((s) => s.tier === def.key)
+                .map((s) => s.id) })));
+    }, [docSpecs]);
+    const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null, parseError: null }))));
+    const [uploadedDocIds, setUploadedDocIds] = (0, react_1.useState)({});
+    const [continueError, setContinueError] = (0, react_1.useState)(null);
     const [reviewDocId, setReviewDocId] = (0, react_1.useState)(null);
-    const reviewDoc = reviewDocId
-        ? (_a = docs.find((d) => d.id === reviewDocId)) !== null && _a !== void 0 ? _a : null
-        : null;
-    // 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
+    // parsedData keyed by documentType (e.g. "profit_loss") — populated from poll results
+    const [parsedDataByDocType, setParsedDataByDocType] = (0, react_1.useState)({});
+    // reviewedData keyed by documentType — populated after CPA saves corrections; takes priority over parsedData in modal
+    const [reviewedDataByDocType, setReviewedDataByDocType] = (0, react_1.useState)({});
+    // FIX A: handler for QBO import completion — updates doc card state and refreshes parsedData
+    const handleQboImportComplete = (0, react_1.useCallback)((mappedDocs) => {
+        setDocs((prev) => prev.map((d) => {
+            const match = mappedDocs.find((m) => m.slot === (d.documentType || d.id));
+            if (!match)
+                return d;
+            return Object.assign(Object.assign({}, d), { status: "valid", qboSource: true, fileName: match.fileName, parseError: null });
+        }));
+        // Refresh parsedData so the review modal has data immediately after import
+        if (fetchUploadedDocuments) {
+            fetchUploadedDocuments().then((uploaded) => {
+                const parsedByType = {};
+                for (const doc of uploaded) {
+                    if (doc.documentType && doc.parsedData) {
+                        parsedByType[doc.documentType] = doc.parsedData;
+                    }
+                }
+                if (Object.keys(parsedByType).length > 0) {
+                    setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), parsedByType)));
+                }
+            }).catch(() => { });
+        }
+        if (onQboImport)
+            onQboImport(mappedDocs);
+    }, [onQboImport, fetchUploadedDocuments]);
+    // QBO connect flow
+    const qboFlow = (0, useQboFlow_1.useQboFlow)({
+        qboConnected,
+        qboCompanyName,
+        qboAuthorizeUrl,
+        onImportQboReport,
+        fetchUploadedDocuments,
+        sessionId: jobId,
+        profileYear: (profile === null || profile === void 0 ? void 0 : profile.year) ? Number(profile.year) : undefined,
+        onQboConnected,
+        onQboDisconnected,
+        onQboImportComplete: handleQboImportComplete,
+    });
+    const showQboBanner = !!qboAuthorizeUrl || qboConnected;
+    // FIX B: gate document list behind QBO client confirmation or manual skip
+    const [clientConfirmed, setClientConfirmed] = (0, react_1.useState)(!!(qboClientConfirmed || qboConnected || !showQboBanner));
+    // Sync when qboConnected prop updates (e.g. localStorage restore in parent)
+    (0, react_1.useEffect)(() => {
+        if (qboConnected)
+            setClientConfirmed(true);
+    }, [qboConnected]);
+    // On mount, restore card state from any already-uploaded documents in this session.
+    // This runs whenever the user re-enters the DOCUMENT_UPLOAD step (e.g. after an
+    // eval failure) so previously uploaded files appear as valid/failed instead of empty.
     (0, react_1.useEffect)(() => {
         if (!fetchUploadedDocuments)
             return;
-        fetchUploadedDocuments()
-            .then((uploaded) => {
-            if (!uploaded || uploaded.length === 0)
+        fetchUploadedDocuments().then((uploaded) => {
+            if (!uploaded.length)
                 return;
-            const newParsed = {};
-            setDocs((prev) => prev.map((d) => {
-                const match = uploaded.find((u) => u.documentType === d.id);
+            const parsedByType = {};
+            const reviewedByType = {};
+            const nextDocIds = {};
+            setDocs((prev) => prev.map((docState, idx) => {
+                // Match by documentType (canonical key) — find the most recently updated upload
+                const candidates = uploaded.filter((u) => String(u.documentType || '').toLowerCase() === (docState.documentType || docState.id).toLowerCase());
+                const match = candidates.sort((a, b) => new Date(String(b.updatedAt || 0)).getTime() - new Date(String(a.updatedAt || 0)).getTime())[0];
                 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 });
+                    return docState;
+                // Populate uploadedDocIds for delete/review actions
+                if (match.documentId) {
+                    nextDocIds[idx] = match.documentId;
+                }
+                const apiStatus = String(match.status || '').toUpperCase();
+                const nextStatus = apiStatus === 'PARSED' ? 'valid' :
+                    apiStatus === 'FAILED' ? 'failed' :
+                        apiStatus === 'PARSING' || apiStatus === 'UPLOADED' ? 'parsing' :
+                            docState.status;
+                return Object.assign(Object.assign({}, docState), { status: nextStatus, fileName: match.fileName || docState.fileName, parseError: match.parseError || null });
             }));
-            if (Object.keys(newParsed).length > 0) {
-                setParsedDataMap((prev) => (Object.assign(Object.assign({}, prev), newParsed)));
+            // Populate document ID map in one batch
+            setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), nextDocIds)));
+            // Populate review modal data
+            for (const doc of uploaded) {
+                if (!doc.documentType)
+                    continue;
+                if (doc.parsedData)
+                    parsedByType[doc.documentType] = doc.parsedData;
+                if (doc.reviewedData && Object.keys(doc.reviewedData).length > 0) {
+                    reviewedByType[doc.documentType] = doc.reviewedData;
+                }
             }
-        })
-            .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) => {
-        if (!onUploadDocument) {
-            console.warn('[TaxAxisDocuments] No onUploadDocument handler provided');
+            if (Object.keys(parsedByType).length > 0)
+                setParsedDataByDocType(parsedByType);
+            if (Object.keys(reviewedByType).length > 0)
+                setReviewedDataByDocType(reviewedByType);
+        }).catch(() => { });
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, []);
+    const reviewDoc = reviewDocId
+        ? (_a = docs.find((d) => d.id === reviewDocId)) !== null && _a !== void 0 ? _a : null
+        : null;
+    // Prefer reviewedData (CPA-corrected) over parsedData (raw LLM extraction)
+    const reviewParsedData = reviewDoc
+        ? ((_e = (_d = (_c = (_b = reviewedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _b !== void 0 ? _b : reviewedDataByDocType[reviewDoc.id]) !== null && _c !== void 0 ? _c : parsedDataByDocType[reviewDoc.documentType || reviewDoc.id]) !== null && _d !== void 0 ? _d : parsedDataByDocType[reviewDoc.id]) !== null && _e !== void 0 ? _e : null)
+        : null;
+    const pollForParseStatus = (idx, fileName, documentType) => __awaiter(this, void 0, void 0, function* () {
+        if (!fetchUploadedDocuments)
             return;
+        const maxAttempts = 80;
+        const pollIntervalMs = 1500;
+        for (let attempt = 0; attempt < maxAttempts; attempt += 1) {
+            try {
+                const uploaded = yield fetchUploadedDocuments();
+                // Match by documentType first (exact lowercase key), fall back to fileName.
+                const typeMatch = uploaded.filter((doc) => doc.fileName === fileName &&
+                    String(doc.documentType || "").toLowerCase() === documentType.toLowerCase());
+                const nameMatch = uploaded.filter((doc) => doc.fileName === fileName);
+                const candidates = typeMatch.length > 0 ? typeMatch : nameMatch;
+                const match = candidates
+                    .slice()
+                    .sort((a, b) => new Date(String(b.updatedAt || "")).getTime() -
+                    new Date(String(a.updatedAt || "")).getTime())[0];
+                if (match) {
+                    const status = String(match.status || "").toUpperCase();
+                    if (status === "FAILED") {
+                        setDocs((prev) => prev.map((d, i) => i === idx
+                            ? Object.assign(Object.assign({}, d), { status: "failed", fileName, parseError: match.parseError || "Parsing failed. Try a different file." }) : d));
+                        return;
+                    }
+                    if (status === "PARSED") {
+                        setDocs((prev) => prev.map((d, i) => i === idx
+                            ? Object.assign(Object.assign({}, d), { status: "valid", fileName, parseError: null }) : d));
+                        if (match.parsedData && documentType) {
+                            setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [documentType]: match.parsedData })));
+                        }
+                        return;
+                    }
+                    if (status === "PARSING" || status === "UPLOADED") {
+                        setDocs((prev) => prev.map((d, i) => i === idx
+                            ? Object.assign(Object.assign({}, d), { status: "parsing", fileName }) : d));
+                    }
+                }
+            }
+            catch (_pollError) {
+                // keep polling
+            }
+            yield new Promise((resolve) => setTimeout(resolve, pollIntervalMs));
         }
-        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)
+        setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "failed", fileName, parseError: "Parsing timed out. Please try again." }) : d));
+    });
+    const handleUpload = (idx, file) => __awaiter(this, void 0, void 0, function* () {
+        const selectedDoc = docs[idx];
+        if (!selectedDoc)
             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));
+        setContinueError(null);
+        setDocs((prev) => prev.map((d, i) => i === idx
+            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: file.name, parseError: null }) : 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;
+            const uploadResult = onUploadDocument
+                ? yield onUploadDocument(selectedDoc, file)
+                : undefined;
+            const nextFileName = file.name;
+            // Use the canonical documentType from the catalog entry.
+            const documentType = selectedDoc.documentType;
+            const immediateStatus = String((uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.status) || "").toUpperCase();
+            if (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.documentId) {
+                setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), { [idx]: uploadResult.documentId })));
+            }
+            if (immediateStatus === "PARSED") {
+                setDocs((prev) => prev.map((d, i) => i === idx
+                    ? Object.assign(Object.assign({}, d), { status: "valid", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: null }) : d));
+                // parsedData is not on the upload mutation response — fetch it now via one poll call.
+                if (fetchUploadedDocuments && documentType) {
+                    try {
+                        const uploaded = yield fetchUploadedDocuments();
+                        const match = uploaded.find((d) => String(d.documentType || "").toLowerCase() === documentType.toLowerCase());
+                        if (match === null || match === void 0 ? void 0 : match.parsedData) {
+                            setParsedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [documentType]: match.parsedData })));
+                        }
+                    }
+                    catch (_a) {
+                        // non-fatal — user can still open modal, will show empty state
+                    }
+                }
+                return;
             }
-            if (result === null || result === void 0 ? void 0 : result.parsedData) {
-                setParsedDataMap((prev) => (Object.assign(Object.assign({}, prev), { [doc.id]: result.parsedData })));
+            if (immediateStatus === "FAILED") {
+                setDocs((prev) => prev.map((d, i) => i === idx
+                    ? Object.assign(Object.assign({}, d), { status: "failed", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.parseError) || "Parsing failed. Please upload a correct document." }) : d));
+                return;
             }
-            setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: 'valid', fileName: file.name }) : d));
+            setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "parsing", fileName: nextFileName }) : d));
+            yield pollForParseStatus(idx, nextFileName, documentType);
         }
-        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));
+        catch (uploadError) {
+            const errorMessage = uploadError instanceof Error
+                ? uploadError.message
+                : "Upload failed. Please try again.";
+            setDocs((prev) => prev.map((d, i) => i === idx
+                ? Object.assign(Object.assign({}, d), { status: "failed", parseError: errorMessage }) : 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, parseError: null }) : d));
+        setContinueError(null);
+    };
+    const handleRemove = (idx) => __awaiter(this, void 0, void 0, function* () {
+        const docId = uploadedDocIds[idx];
+        if (docId && onDeleteDocument) {
+            try {
+                yield onDeleteDocument(docId);
+            }
+            catch (_deleteError) {
+                // clear from UI even if backend delete fails
+            }
         }
-        setParsedDataMap((prev) => {
+        setUploadedDocIds((prev) => {
             const next = Object.assign({}, prev);
-            delete next[doc.id];
+            delete next[idx];
             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;
-            }
+        handleClear(idx);
+    });
+    const handleContinue = () => __awaiter(this, void 0, void 0, function* () {
+        const failedDocs = docs.filter((d) => d.status === "failed");
+        if (failedDocs.length > 0) {
+            const names = failedDocs.map((d) => d.name).join(", ");
+            setContinueError(`Cannot continue — ${failedDocs.length === 1 ? "this document has" : "these documents have"} errors: ${names}. Please re-upload correct files or remove them.`);
+            return;
         }
-        return counts;
-    }, [docs, parsedDataMap]);
+        setContinueError(null);
+        // For every parsed doc that was not manually reviewed, persist parsedData.fields
+        // as reviewedData so the engine always has a reviewedData record to read from.
+        if (onSaveReviewedField) {
+            const validDocs = docs.filter((d) => d.status === "valid");
+            yield Promise.all(validDocs.map((doc) => __awaiter(this, void 0, void 0, function* () {
+                var _a;
+                const idx = docs.indexOf(doc);
+                const documentId = uploadedDocIds[idx];
+                if (!documentId)
+                    return;
+                const parsed = parsedDataByDocType[doc.documentType || doc.id];
+                if (!parsed)
+                    return;
+                const fields = ((_a = parsed.fields) !== null && _a !== void 0 ? _a : parsed);
+                // Convert all scalar values to strings for reviewedData
+                const reviewedFields = {};
+                for (const [k, v] of Object.entries(fields)) {
+                    if (v !== null && v !== undefined && typeof v !== "object") {
+                        reviewedFields[k] = v;
+                    }
+                }
+                if (Object.keys(reviewedFields).length > 0) {
+                    try {
+                        yield onSaveReviewedField(documentId, reviewedFields);
+                    }
+                    catch ( /* non-fatal */_b) { /* non-fatal */ }
+                }
+            })));
+        }
+        onContinue();
+    });
     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;
-    // Coverage heuristic from mock (App.jsx:1361)
-    const coveragePct = validCount === 0
-        ? 32
-        : validCount === 1
-            ? 50
-            : validCount === 2
-                ? 60
-                : validCount <= 4
-                    ? 75
-                    : validCount <= 6
-                        ? 90
+    const failedCount = docs.filter((d) => d.status === "failed").length;
+    const busyCount = docs.filter((d) => d.status === "validating" || d.status === "parsing").length;
+    const coveragePct = validCount === 0 ? 32
+        : validCount === 1 ? 50
+            : validCount === 2 ? 60
+                : validCount <= 4 ? 75
+                    : validCount <= 6 ? 90
                         : 100;
     const strategiesCovered = Math.round((25 * coveragePct) / 100);
     return (react_1.default.createElement("div", { className: "max-w-[580px] mx-auto" },
         react_1.default.createElement("div", { className: "text-center mb-5 pt-5" },
             react_1.default.createElement("h1", { className: "text-[28px] font-bold text-white font-tax-axis-head mb-1.5" }, "Source Documents"),
             react_1.default.createElement("p", { className: "text-sm text-tax-axis-text-2 font-tax-axis-body" }, "Upload documents to run the full analysis.")),
-        react_1.default.createElement("div", { className: "py-3.5 px-[18px] mb-4 text-xs leading-relaxed font-tax-axis-body", style: {
-                background: "#171B44",
-                borderLeft: "3px solid #248384",
-                borderRadius: "0 8px 8px 0",
-                color: "#E6E8F5",
-            } }, "The minimum to run an analysis is the current-year P&L and Balance Sheet. However, accuracy and strategy coverage improve significantly with additional documents \u2014 particularly the federal tax return, fixed asset schedule, and W-2 forms."),
-        react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-border rounded-[10px] px-[18px] py-3.5 mb-4" },
-            react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-text-3 uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, "Analysis Coverage"),
-            react_1.default.createElement("div", { className: "flex justify-between mb-1.5" },
-                react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
-                    "Documents uploaded:",
-                    " ",
-                    react_1.default.createElement("strong", { className: "text-white" },
-                        validCount,
-                        " / ",
-                        docs.length)),
-                react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
-                    "Strategies covered:",
-                    " ",
-                    react_1.default.createElement("strong", { className: "text-tax-axis-teal-light" },
-                        strategiesCovered,
-                        " / 25"))),
-            react_1.default.createElement("div", { className: "h-1.5 bg-tax-axis-surface-2 rounded-sm overflow-hidden mb-1.5" },
-                react_1.default.createElement("div", { className: "h-full rounded-sm transition-[width] duration-[400ms]", style: {
-                        width: `${coveragePct}%`,
-                        background: "linear-gradient(90deg, #248384, #A1E5E6)",
-                    } })),
-            react_1.default.createElement("div", { className: "flex justify-between" },
-                react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-mono" },
-                    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: 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")),
-        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 }))));
+        showQboBanner && (react_1.default.createElement(QboConnectBanner_1.QboConnectBanner, { connected: qboConnected, companyName: qboCompanyName, onConnect: qboConnected ? qboFlow.openImport : qboFlow.openPermissions, onDisconnect: qboFlow.handleDisconnect })),
+        showQboBanner && !clientConfirmed && (react_1.default.createElement("div", { className: "text-center mt-3 mb-4" },
+            react_1.default.createElement("button", { onClick: () => setClientConfirmed(true), className: "text-[12px] text-tax-axis-text-3 font-tax-axis-body bg-transparent border-none cursor-pointer", style: { textDecoration: "underline", textUnderlineOffset: "2px" } }, "Skip and upload manually"))),
+        clientConfirmed && (react_1.default.createElement(react_1.default.Fragment, null,
+            react_1.default.createElement("div", { className: "py-3.5 px-[18px] mb-4 text-xs leading-relaxed font-tax-axis-body", style: {
+                    background: "#171B44",
+                    borderLeft: "3px solid #248384",
+                    borderRadius: "0 8px 8px 0",
+                    color: "#E6E8F5",
+                } }, "The minimum to run an analysis is the current-year P&L and Balance Sheet. However, accuracy and strategy coverage improve significantly with additional documents \u2014 particularly the federal tax return, fixed asset schedule, and W-2 forms."),
+            react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-border rounded-[10px] px-[18px] py-3.5 mb-4" },
+                react_1.default.createElement("div", { className: "text-[10px] font-bold text-tax-axis-text-3 uppercase tracking-widest mb-2.5 font-tax-axis-mono" }, "Analysis Coverage"),
+                react_1.default.createElement("div", { className: "flex flex-col gap-1 sm:flex-row sm:justify-between mb-1.5" },
+                    react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
+                        "Documents uploaded:",
+                        " ",
+                        react_1.default.createElement("strong", { className: "text-white" },
+                            validCount,
+                            " / ",
+                            docs.length)),
+                    react_1.default.createElement("span", { className: "text-xs text-tax-axis-text-2 font-tax-axis-body" },
+                        "Strategies covered:",
+                        " ",
+                        react_1.default.createElement("strong", { className: "text-tax-axis-teal-light" },
+                            strategiesCovered,
+                            " / 25"))),
+                react_1.default.createElement("div", { className: "h-1.5 bg-tax-axis-surface-2 rounded-sm overflow-hidden mb-1.5" },
+                    react_1.default.createElement("div", { className: "h-full rounded-sm transition-[width] duration-[400ms]", style: {
+                            width: `${coveragePct}%`,
+                            background: "linear-gradient(90deg, #248384, #A1E5E6)",
+                        } })),
+                react_1.default.createElement("div", { className: "flex flex-col gap-1 sm:flex-row sm:justify-between" },
+                    react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-mono" },
+                        coveragePct,
+                        "% coverage"),
+                    validCount < docs.length && (react_1.default.createElement("span", { className: "text-[10px] text-tax-axis-text-4 font-tax-axis-body" }, "Upload more documents to increase strategy coverage")))),
+            continueError && (react_1.default.createElement("div", { className: "py-3 px-4 mb-4 text-xs leading-relaxed font-tax-axis-body rounded-lg", style: {
+                    background: "rgba(197,48,48,0.08)",
+                    border: "1px solid rgba(197,48,48,0.3)",
+                    color: "#FEB2B2",
+                } }, continueError)),
+            tierDefs.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: {}, fieldCounts: parsedFieldCounts, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove, onReview: (docId) => setReviewDocId(docId) }))),
+            react_1.default.createElement("div", { className: "flex gap-3 mt-6" },
+                react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back"),
+                react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: handleContinue, className: "flex-1", disabled: busyCount > 0 }, busyCount > 0
+                    ? "Processing..."
+                    : failedCount > 0
+                        ? `Continue (${failedCount} failed)`
+                        : "Continue")))),
+        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
+                ? (fields) => __awaiter(this, void 0, void 0, function* () {
+                    const docId = uploadedDocIds[docs.indexOf(reviewDoc)];
+                    if (docId)
+                        yield onSaveReviewedField(docId, fields);
+                    // Store locally so reopening the modal shows corrected values
+                    const docTypeKey = reviewDoc.documentType || reviewDoc.id;
+                    setReviewedDataByDocType((prev) => (Object.assign(Object.assign({}, prev), { [docTypeKey]: fields })));
+                })
+                : undefined, onClose: () => setReviewDocId(null) })),
+        react_1.default.createElement(QboPermissionsModal_1.QboPermissionsModal, { open: qboFlow.modalStep === "permissions", onCancel: qboFlow.closeModal, onContinue: qboFlow.handlePermissionsContinue }),
+        react_1.default.createElement(QboClientSelectorModal_1.QboClientSelectorModal, { open: qboFlow.modalStep === "client_selector", companies: qboFlow.companies, onCancel: qboFlow.closeModal, onSelect: qboFlow.handleCompanySelected }),
+        react_1.default.createElement(QboAvailableReportsModal_1.QboAvailableReportsModal, { open: qboFlow.modalStep === "available_reports", companyName: ((_f = qboFlow.selectedCompany) === null || _f === void 0 ? void 0 : _f.name) || "", selectedYear: qboFlow.selectedYear, onYearChange: qboFlow.setSelectedYear, onCancel: qboFlow.closeModal, onConfirm: qboFlow.handleReportsConfirmed }),
+        react_1.default.createElement(QboDocumentMappingModal_1.QboDocumentMappingModal, { open: qboFlow.modalStep === "mapping", companyName: ((_g = qboFlow.selectedCompany) === null || _g === void 0 ? void 0 : _g.name) || "", selectedReports: qboFlow.selectedReports, onCancel: qboFlow.closeModal, onConfirm: qboFlow.handleMappingConfirm }),
+        react_1.default.createElement(QboImportingModal_1.QboImportingModal, { open: qboFlow.modalStep === "importing", currentStepIndex: qboFlow.importStepIndex, companyName: ((_h = qboFlow.selectedCompany) === null || _h === void 0 ? void 0 : _h.name) || "" })));
 }

package/lib/tax-axis/components/documents/qbo/QboAvailableReportsModal.d.ts

@@ -0,0 +1,13 @@
+import React from "react";
+import type { QboReportOption } from "./types";
+interface QboAvailableReportsModalProps {
+    open: boolean;
+    companyName: string;
+    reports?: QboReportOption[];
+    selectedYear?: number;
+    onYearChange?: (year: number) => void;
+    onCancel: () => void;
+    onConfirm: (selectedReportIds: string[]) => void;
+}
+export declare function QboAvailableReportsModal({ open, companyName, reports, selectedYear, onYearChange, onCancel, onConfirm, }: QboAvailableReportsModalProps): React.JSX.Element | null;
+export {};