@paro.io/expert-shared-components 1.14.67 → 1.14.68

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

@@ -70,12 +70,6 @@ const PERIOD_OPTIONS = ["Full Year", "YTD"];
 const YEAR_OPTIONS = ["2024", "2025", "2026"];
 function ClientParametersSection({ userContext = "expert", }) {
     const { control, formState: { errors }, } = (0, react_hook_form_1.useFormContext)();
-    // TECH DEBT (post-BDO): Analysis Period dropdown is local useState only —
-    // value does not persist to form state because ClientProfile has no `period`
-    // field. computeAllStrategies does not read this value. Spec defect.
-    // Resolve post-BDO by either adding `period` to ClientProfile or removing
-    // the field entirely.
-    const [analysisPeriod, setAnalysisPeriod] = (0, react_1.useState)("Full Year");
     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 } },
@@ -106,9 +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("div", { className: "relative" },
-                        react_1.default.createElement("select", { value: analysisPeriod, onChange: e => setAnalysisPeriod(e.target.value), 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" },

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/intakeSchema.d.ts

@@ -31,6 +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>;
@@ -62,6 +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>;
@@ -93,5 +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

@@ -56,6 +56,7 @@ exports.intakeSchema = Yup.object().shape({
     hsaContributions: Yup.string().ensure(),
     wotcHires: Yup.string().ensure(),
     familyEmployed: Yup.string().ensure(),
+    period: Yup.string().ensure(),
 });
 exports.intakeDefaultValues = {
     bizName: "",
@@ -88,4 +89,5 @@ exports.intakeDefaultValues = {
     hsaContributions: "0",
     wotcHires: "No",
     familyEmployed: "No",
+    period: "Full Year",
 };

package/lib/tax-axis/lib/adapters/useEngineOutput.d.ts

@@ -1,151 +1,65 @@
 import type { Strategy, ComputedMap } from "../types";
-export interface SourceDocumentRef {
-    field_label: string;
-    value_display: string;
-    source_hint: string;
-}
-export interface EngineCalculationTrace {
-    strategy_id: string;
-    branch_executed: string | null;
-    formula: string;
-    inputs: Record<string, unknown>;
-    result_gross: number | null;
-    confidence_interval: {
-        low: number;
-        high: number;
-        basis: string;
-    } | null;
-    position_strength: string;
-    irs_cite: string;
-    data_quality_flag: string | null;
-    forms_required: string[];
-    deadline_flag: string | null;
-    amt_flag: boolean;
-    source_documents?: SourceDocumentRef[];
-    specialist_note?: string | null;
-}
 export interface EngineStrategyAnalysis {
-    strategy_id: string;
-    strategy_name: string;
-    priority_tier: "HIGH" | "MEDIUM" | "LOW" | "NOT_RECOMMENDED";
-    weighted_score: number;
-    scores: {
-        financial_impact: number;
-        applicability: number;
-        complexity: number;
-        risk: number;
-        cash_flow: number;
+    strategy_id?: string;
+    strategy_name?: string;
+    lo?: number;
+    hi?: number;
+    estimatedSavings?: {
+        min?: number;
+        max?: number;
     };
-    quick_win: boolean;
-    calculation_trace: EngineCalculationTrace;
-    engagement_recommendation: string;
-    risk_disclosure: string | null;
-}
-export interface EngineClientSummaryStrategy {
-    slot: number;
-    strategy_name: string;
-    savings_range: string;
-    why_it_applies: string;
-    next_step: string;
-    quick_win_badge: boolean;
-    deadline_flag?: string | null;
+    priority?: string;
+    score?: number;
+    weighted_score?: number;
+    quick_win?: boolean;
+    timeline_bucket?: string;
+    calculation_trace?: {
+        irs_cite?: string;
+        forms_required?: string[];
+        source_documents?: Array<{
+            field_label: string;
+            value_display: string;
+            source_hint: string;
+        }>;
+        position_strength?: string;
+        specialist_note?: string;
+    };
+    why_it_applies?: string;
+    next_step?: string;
+    risk_disclosure?: string;
 }
 export interface EngineCpaWorkflow {
-    workpaper_codes: string[] | null;
-    section_6694_notices: Array<{
-        strategy_id: string;
-        position_strength: string;
-        notice: string;
-    }>;
-    prior_year_flags: string[];
-    conflict_of_interest_checklist: Array<{
-        strategy_id: string;
-        conflict_prompt: string;
-        confirmed_no_conflict: boolean;
-    }>;
-    engagement_recommendations: string[];
+    engagement_recommendations?: string[];
 }
 export interface EngineOutput {
-    engagement_id: string;
-    generated_at: string;
-    algorithm_version: string;
-    business_profile: {
-        entity_type: string;
-        industry: string;
-        industry_vertical: string;
-        states: string[];
-        data_years: number;
-        confidence_tier: string;
-        effective_tax_rate: number | null;
-        data_quality_flags: string[];
-    };
-    eligibility_screening: {
-        excluded_strategies: Array<{
-            strategy_id: string;
-            status: "EXCLUDED";
-            reason: string;
-            irs_cite: string;
-        }>;
-    };
-    strategy_analysis: EngineStrategyAnalysis[];
-    strategy_interaction_warnings: Array<{
-        strategy_pair: [string, string];
-        warning_text: string;
-    }>;
-    implementation_roadmap: {
-        quick_wins: Array<{
-            strategy_id: string;
-            action: string;
-            deadline?: string | null;
-        }>;
-        immediate: Array<{
-            strategy_id: string;
-            action: string;
-            deadline?: string | null;
-        }>;
-        thirty_day: Array<{
-            strategy_id: string;
-            action: string;
-            deadline?: string | null;
-        }>;
-        ninety_day: Array<{
-            strategy_id: string;
-            action: string;
-            deadline?: string | null;
-        }>;
-        annual: Array<{
-            strategy_id: string;
-            action: string;
-            deadline?: string | null;
+    strategy_analysis?: EngineStrategyAnalysis[];
+    cpa_workflow?: EngineCpaWorkflow;
+    client_summary?: {
+        opening?: string;
+        closing?: string;
+        data_quality_note?: string;
+        interaction_warning?: string;
+        strategies?: Array<{
+            strategy_name?: string;
+            why_it_applies?: string;
+            next_step?: string;
         }>;
     };
-    cpa_workflow: EngineCpaWorkflow;
-    client_summary: {
-        opening: string;
-        strategies: EngineClientSummaryStrategy[];
-        data_quality_note: string | null;
-        interaction_warning: string | null;
-        closing: string;
-    };
-    risk_disclosures: string[];
-    client_risk_disclosures: {
-        accuracy_penalty_warning: string | null;
-        applies_to_strategies: string[];
-    };
-    amt_flags: Array<{
-        trigger: string;
-        strategy_id: string;
-        flag_text: string;
-    }>;
-    nexus_flags: Array<{
+    nexus_flags?: Array<{
         state: string;
         nexus_type: string;
         flag_text: string;
     }>;
+    eligibility_screening?: {
+        excluded_strategies?: Array<{
+            strategy_id: string;
+            reason: string;
+            irs_cite: string;
+        }>;
+    };
 }
 export interface EngineOutputAdapterResult {
     strategies: Strategy[];
     computedMap: ComputedMap;
-    engineOutput: EngineOutput;
 }
 export declare function useEngineOutput(engineOutput: EngineOutput | null | undefined): EngineOutputAdapterResult | null;

package/lib/tax-axis/lib/adapters/useEngineOutput.js

@@ -1,161 +1,56 @@
 "use strict";
-// ═══════════════════════════════════════════════════════════════════
-// useEngineOutput — adapts live EngineOutput from paro-graphql-api
-// into the Strategy[] + ComputedMap shapes the FE components consume.
-//
-// Strategy: use the static STRATEGIES catalog as a structural template
-// (rank, cat, entities, authority, etc.) and override savings/priority/score
-// from the live engine data. Falls back to static data when a strategy_id
-// has no match in the catalog (future-proofing for new strategies).
-// ═══════════════════════════════════════════════════════════════════
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.useEngineOutput = useEngineOutput;
 const react_1 = require("react");
-const data_1 = require("../data");
-// ── Strategy ID → rank mapping (S1..S26 → rank 1..25 catalog) ───────
-// Maps engine strategy_ids like "S2", "S5" etc. to catalog ranks.
-// Built once from the static STRATEGIES array by matching code/name heuristics.
-const ENGINE_ID_TO_RANK = {
-    S1: 1, // Business Entity Structure (S-Corp election)
-    S2: 2, // Section 179
-    S3: 3, // Bonus Depreciation §168(k)
-    S4: 4, // QBI §199A
-    S5: 5, // R&D Credit §41
-    S6: 6, // WOTC §51
-    S7: 7, // Retirement Plan
-    S8: 8, // Cost Segregation
-    S9: 9, // HSA
-    S10: 10, // Business Meals
-    S11: 11, // Professional Services / Legal
-    S12: 12, // Home Office
-    S13: 13, // Health Care Credit §45R
-    S14: 14, // Charitable / DAF
-    S15: 15, // SALT PTE
-    S16: 16, // §163(j) Interest
-    S17: 17, // Income Deferral
-    S18: 18, // Opportunity Zone §1400Z
-    S19: 19, // §179D Energy
-    S20: 20, // Accounting Method
-    S21: 21, // OBBBA Overtime
-    S22: 22, // OBBBA Tips / Overtime
-    S23: 23, // §174A R&E catch-up
-    S24: 24, // Childcare §45F
-    S25: 25, // OBBBA Trump Accounts
-};
-const CATALOG_BY_RANK = new Map(data_1.STRATEGIES.map((s) => [s.rank, s]));
-// ── Priority tier mapping ─────────────────────────────────────────────
-function mapPriority(tier, quickWin) {
-    if (quickWin)
-        return "QUICK WIN";
-    if (tier === "HIGH")
-        return "HIGH";
-    if (tier === "MEDIUM")
-        return "MEDIUM";
-    if (tier === "LOW")
-        return "LOW";
-    return "NOT RECOMMENDED";
+function humanize(id) {
+    return id
+        .replace(/[_-]/g, " ")
+        .replace(/\b\w/g, (c) => c.toUpperCase());
 }
-// ── Timeline bucket from implementation_roadmap ───────────────────────
-function resolveTimelineBucket(strategyId, roadmap) {
-    if (roadmap.quick_wins.some((r) => r.strategy_id === strategyId))
-        return "now";
-    if (roadmap.immediate.some((r) => r.strategy_id === strategyId))
-        return "now";
-    if (roadmap.thirty_day.some((r) => r.strategy_id === strategyId))
-        return "30d";
-    if (roadmap.ninety_day.some((r) => r.strategy_id === strategyId))
-        return "90d";
-    if (roadmap.annual.some((r) => r.strategy_id === strategyId))
-        return "filing";
-    return "filing";
-}
-// ── CalculationTrace → StrategyTraceStep[] ───────────────────────────
-function traceFromEngine(trace) {
-    var _a, _b;
-    const steps = [];
-    // Emit formula as step 1
-    if (trace.formula) {
-        steps.push({
-            n: 1,
-            step: "Formula",
-            formula: trace.formula,
-            result: trace.result_gross != null ? `$${trace.result_gross.toLocaleString()}` : "See CI",
-            src: trace.irs_cite || "",
-        });
-    }
-    // Emit confidence interval as step 2 when present
-    if (((_a = trace.confidence_interval) === null || _a === void 0 ? void 0 : _a.low) != null && ((_b = trace.confidence_interval) === null || _b === void 0 ? void 0 : _b.high) != null) {
-        steps.push({
-            n: 2,
-            step: "Confidence range",
-            formula: `Low × ${trace.confidence_interval.basis}`,
-            result: `$${trace.confidence_interval.low.toLocaleString()} – $${trace.confidence_interval.high.toLocaleString()}`,
-            src: trace.irs_cite || "",
-        });
-    }
-    return steps;
-}
-function adaptEngineOutput(engineOutput) {
+function mapSingleStrategy(sa, idx) {
     var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t;
-    const strategies = [];
-    const computedMap = new Map();
-    for (const analysis of engineOutput.strategy_analysis) {
-        if (analysis.priority_tier === "NOT_RECOMMENDED")
-            continue;
-        const rank = ENGINE_ID_TO_RANK[analysis.strategy_id];
-        const template = rank != null ? CATALOG_BY_RANK.get(rank) : undefined;
-        const trace = analysis.calculation_trace;
-        const ci = trace === null || trace === void 0 ? void 0 : trace.confidence_interval;
-        const lo = (_b = (_a = ci === null || ci === void 0 ? void 0 : ci.low) !== null && _a !== void 0 ? _a : template === null || template === void 0 ? void 0 : template.lo) !== null && _b !== void 0 ? _b : 0;
-        const hi = (_d = (_c = ci === null || ci === void 0 ? void 0 : ci.high) !== null && _c !== void 0 ? _c : template === null || template === void 0 ? void 0 : template.hi) !== null && _d !== void 0 ? _d : 0;
-        const timelineBucket = resolveTimelineBucket(analysis.strategy_id, engineOutput.implementation_roadmap);
-        const clientSummaryEntry = engineOutput.client_summary.strategies.find((cs) => cs.strategy_name === analysis.strategy_name);
-        const strategy = {
-            rank: rank !== null && rank !== void 0 ? rank : 99,
-            code: (_e = template === null || template === void 0 ? void 0 : template.code) !== null && _e !== void 0 ? _e : analysis.strategy_id,
-            name: analysis.strategy_name,
-            cat: (_f = template === null || template === void 0 ? void 0 : template.cat) !== null && _f !== void 0 ? _f : "deductions",
-            priority: mapPriority(analysis.priority_tier, analysis.quick_win),
-            score: Math.round(analysis.weighted_score),
-            entities: (_g = template === null || template === void 0 ? void 0 : template.entities) !== null && _g !== void 0 ? _g : ["S-Corporation", "C-Corporation", "Partnership/LLC", "Sole Proprietorship"],
-            lo,
-            hi,
-            timeline: (_h = template === null || template === void 0 ? void 0 : template.timeline) !== null && _h !== void 0 ? _h : timelineBucket,
-            timelineBucket,
-            authority: (_j = trace === null || trace === void 0 ? void 0 : trace.irs_cite) !== null && _j !== void 0 ? _j : template === null || template === void 0 ? void 0 : template.authority,
-            forms: (_l = (_k = trace === null || trace === void 0 ? void 0 : trace.forms_required) === null || _k === void 0 ? void 0 : _k.join(", ")) !== null && _l !== void 0 ? _l : template === null || template === void 0 ? void 0 : template.forms,
-            warning: (_o = (_m = analysis.risk_disclosure) !== null && _m !== void 0 ? _m : template === null || template === void 0 ? void 0 : template.warning) !== null && _o !== void 0 ? _o : null,
-            abstract: analysis.engagement_recommendation,
-            trace: traceFromEngine(trace),
-            needsPTE: template === null || template === void 0 ? void 0 : template.needsPTE,
-            onlyIndustry: template === null || template === void 0 ? void 0 : template.onlyIndustry,
-            excludeIndustry: template === null || template === void 0 ? void 0 : template.excludeIndustry,
-            preferIndustry: template === null || template === void 0 ? void 0 : template.preferIndustry,
-            minEmployees: template === null || template === void 0 ? void 0 : template.minEmployees,
-            needsOwnerComp: template === null || template === void 0 ? void 0 : template.needsOwnerComp,
-            clientBrief: (_p = clientSummaryEntry === null || clientSummaryEntry === void 0 ? void 0 : clientSummaryEntry.why_it_applies) !== null && _p !== void 0 ? _p : template === null || template === void 0 ? void 0 : template.clientBrief,
-            action: (_q = clientSummaryEntry === null || clientSummaryEntry === void 0 ? void 0 : clientSummaryEntry.next_step) !== null && _q !== void 0 ? _q : template === null || template === void 0 ? void 0 : template.action,
-            sourceDocuments: (_r = trace === null || trace === void 0 ? void 0 : trace.source_documents) !== null && _r !== void 0 ? _r : [],
-            quickWin: analysis.quick_win,
-            positionStrength: (_s = trace === null || trace === void 0 ? void 0 : trace.position_strength) !== null && _s !== void 0 ? _s : undefined,
-            specialistNote: (_t = trace === null || trace === void 0 ? void 0 : trace.specialist_note) !== null && _t !== void 0 ? _t : undefined,
-        };
-        strategies.push(strategy);
-        computedMap.set(strategy.rank, {
-            lo,
-            hi,
-            trace: strategy.trace,
-        });
-    }
-    // Sort by weighted_score descending (same ordering the FE uses)
-    strategies.sort((a, b) => b.score - a.score);
-    return { strategies, computedMap, engineOutput };
+    const ct = (_a = sa.calculation_trace) !== null && _a !== void 0 ? _a : {};
+    const lo = (_d = (_b = sa.lo) !== null && _b !== void 0 ? _b : (_c = sa.estimatedSavings) === null || _c === void 0 ? void 0 : _c.min) !== null && _d !== void 0 ? _d : 0;
+    const hi = (_g = (_e = sa.hi) !== null && _e !== void 0 ? _e : (_f = sa.estimatedSavings) === null || _f === void 0 ? void 0 : _f.max) !== null && _g !== void 0 ? _g : 0;
+    const weightedScore = (_j = (_h = sa.weighted_score) !== null && _h !== void 0 ? _h : sa.score) !== null && _j !== void 0 ? _j : (sa.priority === "HIGH" ? 85 : sa.priority === "MEDIUM" ? 70 : 55);
+    const timelineBucket = (_k = sa.timeline_bucket) !== null && _k !== void 0 ? _k : (sa.priority === "HIGH" ? "now" : "90d");
+    return {
+        rank: idx + 1,
+        code: (_l = sa.strategy_id) !== null && _l !== void 0 ? _l : `S${idx + 1}`,
+        name: (_m = sa.strategy_name) !== null && _m !== void 0 ? _m : humanize((_o = sa.strategy_id) !== null && _o !== void 0 ? _o : `Strategy ${idx + 1}`),
+        cat: "income",
+        priority: (((_p = sa.priority) !== null && _p !== void 0 ? _p : "MEDIUM").toUpperCase()),
+        score: Math.round(weightedScore),
+        entities: [],
+        lo,
+        hi,
+        timeline: timelineBucket === "now" ? "Act now" : timelineBucket === "30d" ? "Within 30 days" : "Within 90 days",
+        timelineBucket,
+        clientBrief: (_q = sa.why_it_applies) !== null && _q !== void 0 ? _q : "Your preparer will review this strategy and include the analysis in your engagement report.",
+        action: (_r = sa.next_step) !== null && _r !== void 0 ? _r : "Work with your CPA to implement this strategy.",
+        forms: Array.isArray(ct.forms_required) ? ct.forms_required.join(", ") : undefined,
+        abstract: sa.why_it_applies,
+        warning: (_s = sa.risk_disclosure) !== null && _s !== void 0 ? _s : null,
+        sources: [],
+        trace: [],
+        cost: undefined,
+        sourceDocuments: Array.isArray(ct.source_documents) ? ct.source_documents : undefined,
+        positionStrength: ct.position_strength,
+        specialistNote: ct.specialist_note,
+        authority: ct.irs_cite,
+        quickWin: (_t = sa.quick_win) !== null && _t !== void 0 ? _t : false,
+    };
 }
-// ── React hook ────────────────────────────────────────────────────────
 function useEngineOutput(engineOutput) {
     return (0, react_1.useMemo)(() => {
-        if (!engineOutput)
+        const analysis = engineOutput === null || engineOutput === void 0 ? void 0 : engineOutput.strategy_analysis;
+        if (!Array.isArray(analysis) || analysis.length === 0)
             return null;
-        return adaptEngineOutput(engineOutput);
+        const strategies = analysis.map((sa, idx) => mapSingleStrategy(sa, idx));
+        const computedMap = new Map();
+        for (const s of strategies) {
+            computedMap.set(s.rank, { lo: s.lo, hi: s.hi });
+        }
+        return { strategies, computedMap };
     }, [engineOutput]);
 }

package/lib/tax-axis/lib/compute/index.js

@@ -159,5 +159,11 @@ function computeAllStrategies(profile) {
             results.set(s.rank, { lo: Math.round(s.lo * scale), hi: Math.round(s.hi * scale), sources: s.sources, trace: s.trace });
         }
     });
+    // Enforce max 3× spread per strategy — tighten lo toward hi if ratio is too wide
+    for (const [rank, v] of results) {
+        if (v.hi > 0 && v.lo > 0 && v.hi / v.lo > 3.0) {
+            results.set(rank, Object.assign(Object.assign({}, v), { lo: Math.round(v.hi / 3.0) }));
+        }
+    }
     return results;
 }