@paro.io/expert-shared-components 1.14.66 → 1.14.68

package/lib/tax-axis/components/intake/ClientParametersSection.js

@@ -49,8 +49,8 @@ const Chevron = () => (react_1.default.createElement("svg", { className: "absolu
     react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#E6E8F5", strokeWidth: "1.5", strokeLinecap: "round" })));
 /* ═══ Option lists (spec-canonical) ═══ */
 const ENTITY_OPTIONS = [
-    "S-Corporation",
     "C-Corporation",
+    "S-Corporation",
     "LLC",
     "Partnership",
     "Sole Proprietor",
@@ -67,23 +67,9 @@ const INDUSTRY_OPTIONS = [
     "Other",
 ];
 const PERIOD_OPTIONS = ["Full Year", "YTD"];
-// Dynamic year options based on analysis period
-const CURRENT_YEAR = new Date().getFullYear();
-function getYearOptions(period) {
-    if (period === "YTD") {
-        return [String(CURRENT_YEAR)];
-    }
-    // Full Year — only completed years
-    return [
-        String(CURRENT_YEAR - 1),
-        String(CURRENT_YEAR - 2),
-        String(CURRENT_YEAR - 3),
-    ];
-}
+const YEAR_OPTIONS = ["2024", "2025", "2026"];
 function ClientParametersSection({ userContext = "expert", }) {
-    const { control, watch, setValue, formState: { errors }, } = (0, react_hook_form_1.useFormContext)();
-    const period = watch("period") || "Full Year";
-    const yearOptions = getYearOptions(period);
+    const { control, formState: { errors }, } = (0, react_hook_form_1.useFormContext)();
     const [expanded, setExpanded] = (0, react_1.useState)(true);
     return (react_1.default.createElement(TaxAxisCard_1.TaxAxisCard, null,
         react_1.default.createElement("div", { onClick: () => setExpanded((prev) => !prev), className: "flex items-center justify-between cursor-pointer", style: { marginBottom: expanded ? 14 : 0 } },
@@ -91,7 +77,7 @@ function ClientParametersSection({ userContext = "expert", }) {
             react_1.default.createElement("svg", { className: `transition-transform ${expanded ? "rotate-180" : "rotate-0"}`, width: "10", height: "10", viewBox: "0 0 12 12", fill: "none" },
                 react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" }))),
         expanded && (react_1.default.createElement(react_1.default.Fragment, null,
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Business Name"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "bizName", control: control, render: ({ field }) => (react_1.default.createElement("input", Object.assign({}, field, { placeholder: "Acme Consulting LLC", className: inputCls }))) }),
@@ -114,17 +100,12 @@ function ClientParametersSection({ userContext = "expert", }) {
                     errors.industry && react_1.default.createElement("div", { className: errCls }, errors.industry.message)),
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Analysis Period"),
-                    react_1.default.createElement(react_hook_form_1.Controller, { name: "period", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
-                            react_1.default.createElement("select", Object.assign({}, field, { value: field.value || "Full Year", onChange: e => {
-                                    field.onChange(e.target.value);
-                                    // When switching period, auto-fix year to valid option
-                                    const nextOptions = getYearOptions(e.target.value);
-                                    const currentYear = watch("year");
-                                    if (!nextOptions.includes(currentYear || "")) {
-                                        setValue("year", nextOptions[0]);
-                                    }
-                                }, className: selectCls }), PERIOD_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
-                            react_1.default.createElement(Chevron, null))) })),
+                    react_1.default.createElement(react_hook_form_1.Controller, { name: "period", control: control, render: ({ field }) => {
+                            var _a;
+                            return (react_1.default.createElement("div", { className: "relative" },
+                                react_1.default.createElement("select", Object.assign({}, field, { value: (_a = field.value) !== null && _a !== void 0 ? _a : "Full Year", className: selectCls }), PERIOD_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                                react_1.default.createElement(Chevron, null)));
+                        } })),
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Annual Revenue"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "revenue", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -142,7 +123,7 @@ function ClientParametersSection({ userContext = "expert", }) {
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Tax Year"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "year", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
-                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls, disabled: period === "YTD", style: period === "YTD" ? { opacity: 0.6, cursor: "not-allowed" } : undefined }), yearOptions.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
+                            react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), YEAR_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
                             react_1.default.createElement(Chevron, null))) }),
                     errors.year && react_1.default.createElement("div", { className: errCls }, errors.year.message))),
             react_1.default.createElement("div", { className: "border-t border-tax-axis-border pt-3 mt-3.5" },

package/lib/tax-axis/components/intake/CpaIntakeQuestionsSection.js

@@ -50,7 +50,7 @@ function CpaIntakeQuestionsSection({ userContext = "expert", }) {
             react_1.default.createElement("svg", { className: `transition-transform ${expanded ? "rotate-180" : "rotate-0"}`, width: "10", height: "10", viewBox: "0 0 12 12", fill: "none" },
                 react_1.default.createElement("path", { d: "M3 4.5l3 3 3-3", stroke: "#9498B8", strokeWidth: "1.5", strokeLinecap: "round" }))),
         expanded && (react_1.default.createElement("div", null,
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Overtime Premium Paid"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "overtimePremium", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -63,7 +63,7 @@ function CpaIntakeQuestionsSection({ userContext = "expert", }) {
                             react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pr-6` })),
                             react_1.default.createElement("span", { className: "absolute right-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "%"))) }),
                     industry !== "Restaurant / Hospitality" && (react_1.default.createElement("div", { className: helperCls }, "Typically relevant for Restaurant / Hospitality")))),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Retirement Plan Contributions"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "retirementContributions", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -79,7 +79,7 @@ function CpaIntakeQuestionsSection({ userContext = "expert", }) {
                         react_1.default.createElement(react_hook_form_1.Controller, { name: "hsaContributions", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
                                 react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
                                 react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pl-6` })))) }))))),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "WOTC Qualifying Hires"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "wotcHires", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },

package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts

@@ -4,7 +4,6 @@ interface IntakeCtaCardsProps {
     onProspect: () => void;
     onFullAnalysis: () => void;
     userContext?: UserContext;
-    missingFields?: string[];
 }
-export declare function IntakeCtaCards({ onProspect, onFullAnalysis, userContext, missingFields, }: IntakeCtaCardsProps): React.JSX.Element;
+export declare function IntakeCtaCards({ onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/intake/IntakeCtaCards.js

@@ -7,19 +7,15 @@ exports.IntakeCtaCards = IntakeCtaCards;
 const react_1 = __importDefault(require("react"));
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
-function IntakeCtaCards({ onProspect, onFullAnalysis, userContext = "expert", missingFields = [], }) {
-    const disabled = missingFields.length > 0;
-    return (react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3", style: { position: "sticky", bottom: 0, zIndex: 10, paddingTop: 12, paddingBottom: 4, background: "linear-gradient(to bottom, transparent 0%, #060821 16%)" } },
+function IntakeCtaCards({ onProspect, onFullAnalysis, userContext = "expert", }) {
+    return (react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3" },
         react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-border rounded-xl p-4 min-h-[140px] flex flex-col transition-all" },
             react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-orange uppercase tracking-widest mb-2.5 font-tax-axis-body" }, "Prospect Report"),
             react_1.default.createElement("div", { className: "text-xs text-tax-axis-text-3 font-tax-axis-body mb-3" }, "Top 3 strategies \u00B7 Savings ranges \u00B7 ~2 min \u00B7 No docs"),
             react_1.default.createElement("div", { className: "flex-1" }),
-            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onProspect, className: "w-full text-xs", disabled: disabled }, userContext === "cpa-firm-client"
+            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onProspect, className: "w-full text-xs" }, userContext === "cpa-firm-client"
                 ? "Generate My Savings Report"
-                : "Generate Prospect Report"),
-            disabled && (react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-4 mt-1.5 font-tax-axis-body leading-tight" },
-                "Missing: ",
-                missingFields.join(", ")))),
+                : "Generate Prospect Report")),
         react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-teal rounded-xl p-4 min-h-[140px] flex flex-col transition-all", style: {
                 background: "radial-gradient(ellipse at 50% 0%,rgba(36,131,132,0.06) 0%,transparent 70%) #0F1330",
                 boxShadow: "0 0 30px rgba(36,131,132,0.15)",
@@ -28,10 +24,7 @@ function IntakeCtaCards({ onProspect, onFullAnalysis, userContext = "expert", mi
             react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-teal uppercase tracking-widest mt-2 mb-2.5 font-tax-axis-body" }, "Full Analysis"),
             react_1.default.createElement("div", { className: "text-xs text-tax-axis-text-3 font-tax-axis-body mb-3" }, "All 25 strategies \u00B7 Real dollar savings \u00B7 ~15 min"),
             react_1.default.createElement("div", { className: "flex-1" }),
-            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "primary", onClick: onFullAnalysis, className: "w-full text-xs", disabled: disabled }, userContext === "cpa-firm-client"
+            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "primary", onClick: onFullAnalysis, className: "w-full text-xs" }, userContext === "cpa-firm-client"
                 ? "Run Full Analysis on My Business"
-                : "Start Full Analysis"),
-            disabled && (react_1.default.createElement("div", { className: "text-[10px] text-tax-axis-text-4 mt-1.5 font-tax-axis-body leading-tight" },
-                "Missing: ",
-                missingFields.join(", "))))));
+                : "Start Full Analysis"))));
 }

package/lib/tax-axis/components/intake/RefineAnalysisSection.js

@@ -70,7 +70,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
         expanded && (react_1.default.createElement("div", null,
             react_1.default.createElement("div", { className: "text-[11px] text-tax-axis-text-4 italic mb-3" }, "These fields improve accuracy. Many will be auto-populated when documents are uploaded."),
             react_1.default.createElement("div", { className: subHeaderCls, style: { marginTop: 0 } }, "Client Profile"),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Filing Status"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "filingStatus", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -79,7 +79,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Age"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "age", control: control, render: ({ field }) => (react_1.default.createElement("input", Object.assign({}, field, { type: "number", placeholder: "45", className: inputCls }))) }))),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "SSTB"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "sstb", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -91,7 +91,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "ownsRealEstate", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
                             react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), REAL_ESTATE_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
                             react_1.default.createElement(Chevron, null))) }))),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Itemizes Deductions"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "itemizesDeductions", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -103,7 +103,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                             react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), SINGLE_OWNER_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
                             react_1.default.createElement(Chevron, null))) }))),
             react_1.default.createElement("div", { className: subHeaderCls }, "Financial Data"),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Net Income"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "netIncome", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -114,7 +114,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "equipmentPurchased", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
                             react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
                             react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pl-6` })))) }))),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 ownsRealEstate !== "No" ? (react_1.default.createElement("div", { className: "transition-opacity" },
                     react_1.default.createElement("label", { className: labelCls }, "Real Estate Value"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "realEstateValue", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -126,7 +126,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                             react_1.default.createElement("span", { className: "absolute left-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "$"),
                             react_1.default.createElement("input", Object.assign({}, field, { placeholder: "0", className: `${inputCls} pl-6` })))) }))),
             react_1.default.createElement("div", { className: subHeaderCls }, "Tax Profile"),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Federal Marginal Rate"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "federalRate", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
@@ -137,7 +137,7 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "stateRate", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
                             react_1.default.createElement("input", Object.assign({}, field, { placeholder: "4.95", className: `${inputCls} pr-6` })),
                             react_1.default.createElement("span", { className: "absolute right-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "%"))) }))),
-            react_1.default.createElement("div", { className: "grid grid-cols-2 gap-3 mb-2.5" },
+            react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,
                     react_1.default.createElement("label", { className: labelCls }, "Tax Data Years Available"),
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "taxDataYears", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },

package/lib/tax-axis/components/intake/StrategyRadar.js

@@ -106,13 +106,34 @@ function StrategyRadar({ profile }) {
     const eligibleStrategies = (0, compute_1.filterEligibleStrategies)(safeProfile);
     const eligibleIds = new Set(eligibleStrategies.map(s => String(s.rank)));
     const stratCount = eligibleStrategies.length;
-    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profile]);
-    const loSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
-    const hiSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
+    // Serialize to primitive — watch() may return a reference-stable proxy,
+    // so [profile] as a dep would never re-fire the memo on field changes
+    const profileKey = JSON.stringify(profile);
+    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profileKey]);
+    const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
+    const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
+    const netIncome = parseInt((profile.netIncome || "0").replace(/,/g, "")) || Math.round(rev * 0.3);
+    let loSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
+    let hiSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);
+    // Tax-capacity cap: savings cannot exceed approximate total tax liability
+    const approxTaxLiability = Math.round(netIncome * (fedRate + stateRate));
+    if (approxTaxLiability > 0) {
+        hiSum = Math.min(hiSum, approxTaxLiability);
+        loSum = Math.min(loSum, hiSum);
+        // If cap squashed lo close to hi, re-spread to maintain a meaningful range
+        if (hiSum > 0 && loSum >= hiSum * 0.9) {
+            loSum = Math.round(hiSum / 3);
+        }
+    }
+    // Aggregate spread constraint: max 3× ratio between hi and lo
+    if (hiSum > 0 && loSum > 0 && hiSum / loSum > 3.0) {
+        loSum = Math.round(hiSum / 3.0);
+    }
     const highImpact = eligibleStrategies.filter(s => s.priority === "HIGH").length;
     const quickWins = eligibleStrategies.filter(s => s.priority === "QUICK WIN").length;
     const obbbaNew = eligibleStrategies.filter(s => s.cat === "obbba_new").length;
-    const hasPTE = states.some(s => states_1.PTE_STATES.has(s));
+    // PTE elections are only available for pass-through entities; C-Corps are ineligible
+    const hasPTE = entity !== "C-Corporation" && states.some(s => states_1.PTE_STATES.has(s));
     const hasNoTax = states.some(s => states_1.NO_INCOME_TAX.has(s));
     const total = RADAR_NODES.length;
     // G4 — Sizing: compact vs expanded

package/lib/tax-axis/components/intake/TaxAxisIntake.js

@@ -1,85 +1,18 @@
 "use strict";
-var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
-    if (k2 === undefined) k2 = k;
-    var desc = Object.getOwnPropertyDescriptor(m, k);
-    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
-      desc = { enumerable: true, get: function() { return m[k]; } };
-    }
-    Object.defineProperty(o, k2, desc);
-}) : (function(o, m, k, k2) {
-    if (k2 === undefined) k2 = k;
-    o[k2] = m[k];
-}));
-var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
-    Object.defineProperty(o, "default", { enumerable: true, value: v });
-}) : function(o, v) {
-    o["default"] = v;
-});
-var __importStar = (this && this.__importStar) || function (mod) {
-    if (mod && mod.__esModule) return mod;
-    var result = {};
-    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
-    __setModuleDefault(result, mod);
-    return result;
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.TaxAxisIntake = TaxAxisIntake;
-const react_1 = __importStar(require("react"));
+const react_1 = __importDefault(require("react"));
 const react_hook_form_1 = require("react-hook-form");
 const yup_1 = require("@hookform/resolvers/yup");
-const compute_1 = require("../../lib/compute");
 const intakeSchema_1 = require("./intakeSchema");
 const ClientParametersSection_1 = require("./ClientParametersSection");
 const RefineAnalysisSection_1 = require("./RefineAnalysisSection");
 const CpaIntakeQuestionsSection_1 = require("./CpaIntakeQuestionsSection");
 const StrategyRadar_1 = require("./StrategyRadar");
 const IntakeCtaCards_1 = require("./IntakeCtaCards");
-const DEMO_PROFILE = {
-    bizName: "Meridian Consulting Group, Inc.",
-    cpaName: "Sarah Chen, EA",
-    entity: "S-Corporation",
-    industry: "Professional Services",
-    period: "Full Year",
-    revenue: "2850000",
-    ownerComp: "185000",
-    employees: "14",
-    year: "2025",
-    states: ["IL"],
-    filingStatus: "MFJ",
-    age: "45",
-    sstb: "No",
-    ownsRealEstate: "Yes — Commercial",
-    itemizesDeductions: "Yes",
-    singleOwner: "Yes",
-    netIncome: "142000",
-    equipmentPurchased: "75000",
-    capitalGains: "50000",
-    federalRate: "24%",
-    stateRate: "4.95",
-    taxDataYears: "1 year",
-    riskTolerance: "3",
-    overtimePremium: "0",
-    tipIncomePct: "0",
-    retirementContributions: "22500",
-    hdhpEnrolled: "Yes",
-    hsaContributions: "0",
-    wotcHires: "Yes — Form 8850 submitted",
-    familyEmployed: "Yes",
-};
-/** Returns a list of human-readable labels for missing required fields. */
-function getMissingFields(p) {
-    const missing = [];
-    if (!p.entity)
-        missing.push("Entity Type");
-    if (!p.states || p.states.length === 0)
-        missing.push("State");
-    if (!p.revenue || (0, compute_1.parseNum)(p.revenue) <= 0)
-        missing.push("Revenue");
-    const fedStr = String(p.federalRate || "0").replace("%", "");
-    if (!parseFloat(fedStr) || parseFloat(fedStr) <= 0)
-        missing.push("Federal Rate");
-    return missing;
-}
 function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, initialProfile, }) {
     const methods = (0, react_hook_form_1.useForm)({
         resolver: (0, yup_1.yupResolver)(intakeSchema_1.intakeSchema), // yupResolver generic incompatibility with RHF v7 — cast is intentional
@@ -87,18 +20,6 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
         mode: "onChange",
     });
     const profile = methods.watch();
-    const missingFields = (0, react_1.useMemo)(() => getMissingFields(profile), [profile]);
-    const handleDemoToggle = () => {
-        const current = methods.getValues();
-        const isDemoFilled = current.bizName === DEMO_PROFILE.bizName;
-        if (isDemoFilled) {
-            methods.reset(Object.assign({}, intakeSchema_1.intakeDefaultValues));
-        }
-        else {
-            methods.reset(Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), DEMO_PROFILE));
-        }
-        setTimeout(() => methods.trigger(), 0);
-    };
     const handleProspect = () => {
         methods.handleSubmit((valid) => onProspect(valid), () => { })();
     };
@@ -106,21 +27,12 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
         methods.handleSubmit((valid) => onFullAnalysis(valid), () => { })();
     };
     return (react_1.default.createElement(react_hook_form_1.FormProvider, Object.assign({}, methods),
-        react_1.default.createElement("div", { className: "grid grid-cols-[1fr_1fr] gap-5" },
+        react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-5" },
             react_1.default.createElement("div", { className: "flex flex-col gap-4" },
-                react_1.default.createElement("div", { onClick: (e) => {
-                        var _a;
-                        if (e.detail === 3) {
-                            const tag = (_a = e.target) === null || _a === void 0 ? void 0 : _a.tagName;
-                            if (tag === 'INPUT' || tag === 'TEXTAREA' || tag === 'SELECT')
-                                return;
-                            handleDemoToggle();
-                        }
-                    } },
-                    react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext })),
+                react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),
                 react_1.default.createElement(RefineAnalysisSection_1.RefineAnalysisSection, { userContext: userContext }),
                 react_1.default.createElement(CpaIntakeQuestionsSection_1.CpaIntakeQuestionsSection, { userContext: userContext }),
-                react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext, missingFields: missingFields })),
-            react_1.default.createElement("div", { className: "sticky top-5 self-start", style: { minWidth: 0, overflow: 'hidden' } },
+                react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
+            react_1.default.createElement("div", { className: "hidden sm:block sm:sticky sm:top-5 sm:self-start" },
                 react_1.default.createElement(StrategyRadar_1.StrategyRadar, { profile: profile })))));
 }

package/lib/tax-axis/components/intake/intakeSchema.d.ts

@@ -20,7 +20,6 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
-    period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     federalRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     stateRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     taxDataYears: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -32,6 +31,7 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     hsaContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     wotcHires: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
 }>, import("yup/lib/object").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
     bizName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     cpaName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -52,7 +52,6 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
-    period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     federalRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     stateRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     taxDataYears: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -64,6 +63,7 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     hsaContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     wotcHires: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
 }>>, import("yup/lib/object").AssertsShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
     bizName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     cpaName: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -84,7 +84,6 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
-    period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     federalRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     stateRate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     taxDataYears: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -96,5 +95,6 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     hsaContributions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     wotcHires: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
 }>>>;
 export declare const intakeDefaultValues: Partial<ClientProfile>;

package/lib/tax-axis/components/intake/intakeSchema.js

@@ -45,7 +45,6 @@ exports.intakeSchema = Yup.object().shape({
     equipmentPurchased: Yup.string().ensure(),
     realEstateValue: Yup.string().ensure(),
     capitalGains: Yup.string().ensure(),
-    period: Yup.string().ensure(),
     federalRate: Yup.string().ensure(),
     stateRate: Yup.string().ensure(),
     taxDataYears: Yup.string().ensure(),
@@ -57,17 +56,18 @@ exports.intakeSchema = Yup.object().shape({
     hsaContributions: Yup.string().ensure(),
     wotcHires: Yup.string().ensure(),
     familyEmployed: Yup.string().ensure(),
+    period: Yup.string().ensure(),
 });
 exports.intakeDefaultValues = {
     bizName: "",
     cpaName: "",
-    entity: "S-Corporation",
+    entity: "C-Corporation",
     industry: "Professional Services",
     revenue: "",
     netIncome: "",
     ownerComp: "",
     employees: "",
-    year: String(new Date().getFullYear() - 1),
+    year: "2026",
     states: [],
     filingStatus: "MFJ",
     age: "",
@@ -78,7 +78,6 @@ exports.intakeDefaultValues = {
     equipmentPurchased: "0",
     realEstateValue: "0",
     capitalGains: "0",
-    period: "Full Year",
     federalRate: "24%",
     stateRate: "",
     taxDataYears: "1 year",
@@ -90,4 +89,5 @@ exports.intakeDefaultValues = {
     hsaContributions: "0",
     wotcHires: "No",
     familyEmployed: "No",
+    period: "Full Year",
 };

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.d.ts

@@ -5,10 +5,29 @@ export interface TaxAxisPreparerWorkpaperProps extends TaxAxisScreenProps {
     profile: ClientProfile;
     onBack: () => void;
     onToggleToClient?: () => void;
+    /** When provided, bypasses local filterEligibleStrategies + computeAllStrategies. */
     liveStrategies?: Strategy[];
+    /** When provided, bypasses local computeAllStrategies. Must accompany liveStrategies. */
     liveComputedMap?: ComputedMap;
-    cpaWorkflow?: any;
-    riskDisclosures?: any;
-    businessProfile?: any;
+    /** Live cpa_workflow from engine output */
+    cpaWorkflow?: {
+        workpaper_codes?: string[] | null;
+        section_6694_notices?: Array<{
+            strategy_id: string;
+            position_strength: string;
+            notice: string;
+        }>;
+        prior_year_flags?: string[];
+        engagement_recommendations?: string[];
+    };
+    /** Live risk disclosures from engine output */
+    riskDisclosures?: string[];
+    /** Live business profile from engine output */
+    businessProfile?: {
+        confidence_tier?: string;
+        data_years?: number;
+        data_quality_flags?: string[];
+        effective_tax_rate?: number;
+    };
 }
-export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;
+export declare function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap, cpaWorkflow, riskDisclosures, businessProfile }: TaxAxisPreparerWorkpaperProps): React.JSX.Element;

package/lib/tax-axis/components/preparerWorkpaper/TaxAxisPreparerWorkpaper.js

@@ -32,12 +32,14 @@ const ReportToolbar_1 = require("../shared/ReportToolbar");
 const EngagementHeader_1 = require("./EngagementHeader");
 const Section6694Summary_1 = require("./Section6694Summary");
 const PriorityGroup_1 = require("./PriorityGroup");
-function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }) {
+function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrategies, liveComputedMap, cpaWorkflow, riskDisclosures, businessProfile }) {
     const [expanded, setExpanded] = (0, react_1.useState)({});
     const [printMode, setPrintMode] = (0, react_1.useState)(false);
     const toggle = (rank, section) => setExpanded(prev => (Object.assign(Object.assign({}, prev), { [rank + "-" + section]: !prev[rank + "-" + section] })));
-    const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
-    const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
+    const staticEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
+    const staticComputed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
+    const eligible = liveStrategies !== null && liveStrategies !== void 0 ? liveStrategies : staticEligible;
+    const computed = liveComputedMap !== null && liveComputedMap !== void 0 ? liveComputedMap : staticComputed;
     const states = profile.states || [];
     const bizName = profile.bizName || "Client";
     const rev = parseInt((profile.revenue || "0").replace(/,/g, "")) || 0;
@@ -111,7 +113,7 @@ function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }) {
           .flex.flex-col.w-full { margin-top: 0 !important; }
           main.w-full { width: 100% !important; margin-left: 0 !important; padding: 0 !important; }
           * { color-adjust: exact; -webkit-print-color-adjust: exact; }
-          body, p, span, div, td, th, li { color: #212529 !important; }
+          p, span, div, td, th, li { color: #212529 !important; }
           h1, h2, h3, h4, h5, h6, strong, b { color: #060821 !important; }
         }
       `),
@@ -166,6 +168,15 @@ function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient }) {
                                 "$" + interactionAdj.toLocaleString() + " ",
                                 react_1.default.createElement("span", { style: { fontWeight: 400, fontSize: 10 } }, "(\u221215%)")),
                             react_1.default.createElement("td", { colSpan: 2 })))))),
+            (cpaWorkflow === null || cpaWorkflow === void 0 ? void 0 : cpaWorkflow.engagement_recommendations) && cpaWorkflow.engagement_recommendations.length > 0 && (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24 }) },
+                react_1.default.createElement("div", { style: sectionTitle }, "CPA ENGAGEMENT NOTES"),
+                cpaWorkflow.engagement_recommendations.map((rec, i) => (react_1.default.createElement("div", { key: i, style: { fontSize: 12, color: palette_1.P.gray700, lineHeight: 1.7, fontFamily: palette_1.P.body, padding: '8px 0', borderTop: i > 0 ? '1px solid ' + palette_1.P.gray100 : 'none' } }, rec))))),
+            riskDisclosures && riskDisclosures.length > 0 && (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24, borderColor: '#FDBA74' }) },
+                react_1.default.createElement("div", { style: Object.assign(Object.assign({}, sectionTitle), { color: palette_1.P.orange }) }, "RISK DISCLOSURES"),
+                riskDisclosures.map((r, i) => (react_1.default.createElement("div", { key: i, style: { fontSize: 11, color: palette_1.P.gray600, lineHeight: 1.65, fontFamily: palette_1.P.body, padding: '6px 0', borderTop: i > 0 ? '1px solid ' + palette_1.P.gray100 : 'none' } }, r))))),
+            (businessProfile === null || businessProfile === void 0 ? void 0 : businessProfile.data_quality_flags) && businessProfile.data_quality_flags.length > 0 && (react_1.default.createElement("div", { style: Object.assign(Object.assign({}, card), { marginBottom: 24, borderColor: '#FDBA74' }) },
+                react_1.default.createElement("div", { style: Object.assign(Object.assign({}, sectionTitle), { color: palette_1.P.orange }) }, "DATA QUALITY FLAGS"),
+                businessProfile.data_quality_flags.map((f, i) => (react_1.default.createElement("div", { key: i, style: { fontSize: 11, color: palette_1.P.gray600, padding: '4px 0', fontFamily: palette_1.P.body } }, f))))),
             react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", alignItems: "center", padding: "12px 0", borderTop: "1px solid " + palette_1.P.gray200, fontSize: 11, color: palette_1.P.gray500, fontFamily: palette_1.P.body } },
                 react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 6 } },
                     react_1.default.createElement("div", { style: { width: 16, height: 16, borderRadius: 4, background: palette_1.P.navy, display: "flex", alignItems: "center", justifyContent: "center" } },

package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts

@@ -3,6 +3,7 @@ import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
 export interface TaxAxisProcessingProps extends TaxAxisScreenProps {
     onComplete: () => void;
     profile?: ClientProfile;
+    /** Set to true by the shell poller when stage===REPORT_READY is detected. */
     reportReady?: boolean;
 }
-export declare function TaxAxisProcessing({ onComplete, profile, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
+export declare function TaxAxisProcessing({ onComplete, profile, reportReady, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;