@paro.io/expert-shared-components 1.14.68 → 1.14.70

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Files changed (15) hide show
  1. package/lib/components/TaxAxis/TaxAxisApi.d.ts +8 -0
  2. package/lib/components/TaxAxis/TaxAxisShell.js +27 -7
  3. package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts +8 -2
  4. package/lib/tax-axis/components/intake/IntakeCtaCards.js +70 -7
  5. package/lib/tax-axis/components/intake/TaxAxisIntake.js +1 -1
  6. package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts +5 -1
  7. package/lib/tax-axis/components/processing/TaxAxisProcessing.js +27 -11
  8. package/lib/tax-axis/components/prospectReport/ProspectNextSteps.js +3 -1
  9. package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.d.ts +2 -0
  10. package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.js +78 -0
  11. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts +7 -1
  12. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js +8 -6
  13. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts +33 -1
  14. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js +57 -56
  15. package/package.json +1 -1
package/lib/components/TaxAxis/TaxAxisApi.d.ts CHANGED
@@ -55,4 +55,12 @@ export type TaxAxisApi = {
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  generatePdf: (sessionId: string) => Promise<any>;
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  getArtifacts: (sessionId: string) => Promise<any[]>;
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  importQboReport?: (sessionId: string, expertId: string, year: number, reportType: string) => Promise<any>;
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+ generateProspectReport?: (input: {
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+ freelancerId?: number | null;
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+ clientProfile: Record<string, unknown>;
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+ }) => Promise<{
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+ reportId: string;
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+ computePayload: Record<string, unknown>;
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+ outputPayload: Record<string, unknown>;
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+ }>;
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  };
package/lib/components/TaxAxis/TaxAxisShell.js CHANGED
@@ -147,6 +147,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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  const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
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  const [reportReady, setReportReady] = (0, react_1.useState)(false);
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  const isPollingRef = react_1.default.useRef(false);
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+ const [prospectLoading, setProspectLoading] = (0, react_1.useState)(false);
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+ const [prospectData, setProspectData] = (0, react_1.useState)(null);
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  // QBO state driven by EPS props — not localStorage
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  const [qboConnectedState, setQboConnectedState] = (0, react_1.useState)(!!qboConnected);
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  const [qboCompanyNameState, setQboCompanyNameState] = (0, react_1.useState)(qboCompanyName !== null && qboCompanyName !== void 0 ? qboCompanyName : null);
@@ -238,11 +240,30 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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  setReportReady(false);
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  updateSessionId(null);
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  }, [updateSessionId]);
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- const handleProspect = (0, react_1.useCallback)((nextProfile) => {
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+ const handleProspect = (nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
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  setProfile(nextProfile);
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  setIsProspectFlow(true);
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+ setProspectData(null);
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+ setProspectLoading(true);
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  setStep('PROSPECT_REPORT');
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- }, []);
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+ try {
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+ if (taxAxisApi.generateProspectReport) {
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+ const result = yield taxAxisApi.generateProspectReport({
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+ clientProfile: nextProfile,
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+ });
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+ setProspectData({
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+ computePayload: result.computePayload,
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+ outputPayload: result.outputPayload,
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+ });
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+ }
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+ }
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+ catch (err) {
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+ console.error('[TaxAxisShell] generateProspectReport failed', err);
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+ }
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+ finally {
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+ setProspectLoading(false);
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+ }
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+ });
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  const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
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  setProfile(nextProfile);
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  setIsProspectFlow(false);
@@ -411,7 +432,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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  }
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  }), [sessionId, taxAxisApi]);
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  const currentView = (0, react_1.useMemo)(() => {
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- var _a, _b, _c, _d;
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+ var _a, _b, _c, _d, _e, _f;
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  if (step === 'SESSION_SETUP') {
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  return (react_1.default.createElement(ShellContainer, null,
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  react_1.default.createElement(TaxAxisIntake_1.TaxAxisIntake, { userContext: userContext, initialProfile: initialProfile, onProspect: handleProspect, onFullAnalysis: handleFullAnalysis })));
@@ -422,8 +443,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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  }
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  switch (step) {
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  case 'PROSPECT_REPORT':
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- return (react_1.default.createElement(ShellContainer, null,
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- react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
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+ return (react_1.default.createElement(ShellContainer, null, prospectLoading ? (react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, reportReady: false, userContext: userContext, crawlStep: 1.2, mode: "prospect", onComplete: () => { } })) : (react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, backendComputePayload: (_a = prospectData === null || prospectData === void 0 ? void 0 : prospectData.computePayload) !== null && _a !== void 0 ? _a : null, outputPayload: (_b = prospectData === null || prospectData === void 0 ? void 0 : prospectData.outputPayload) !== null && _b !== void 0 ? _b : null, onUpgrade: () => window.open('/tax-axis/documents', '_blank', 'noopener'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset }))));
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  case 'DOCUMENT_UPLOAD':
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  return (react_1.default.createElement(ShellContainer, null,
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  react_1.default.createElement("div", { className: "flex items-center justify-between rounded-lg px-4 py-3 mb-5", style: {
@@ -487,10 +507,10 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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  react_1.default.createElement(TaxAxisDashboard_1.TaxAxisDashboard, { profile: profile, userContext: userContext, llmResult: llmResult, parsedDocuments: parsedDocuments, onDownloadClient: () => setStep('CLIENT_REPORT'), onDownloadPreparer: () => setStep('PREPARER_WORKPAPER'), onPresent: () => setStep('PRESENTATION'), onSend: handleSendReport, onReviewData: () => setStep('PARSED_REVIEW'), onReset: handleReset })));
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  case 'CLIENT_REPORT':
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  return (react_1.default.createElement(ShellContainer, { fullWidth: true },
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- react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap, engineRawOutput: (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _a !== void 0 ? _a : llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput })));
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+ react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap, engineRawOutput: (_c = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _c !== void 0 ? _c : llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput })));
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  case 'PREPARER_WORKPAPER':
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  return (react_1.default.createElement(ShellContainer, { fullWidth: true },
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- react_1.default.createElement(TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onToggleToClient: () => setStep('CLIENT_REPORT'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap, cpaWorkflow: (_b = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _b === void 0 ? void 0 : _b.cpa_workflow, riskDisclosures: (_c = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _c === void 0 ? void 0 : _c.risk_disclosures, businessProfile: (_d = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _d === void 0 ? void 0 : _d.business_profile })));
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+ react_1.default.createElement(TaxAxisPreparerWorkpaper_1.TaxAxisPreparerWorkpaper, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onToggleToClient: () => setStep('CLIENT_REPORT'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap, cpaWorkflow: (_d = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _d === void 0 ? void 0 : _d.cpa_workflow, riskDisclosures: (_e = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _e === void 0 ? void 0 : _e.risk_disclosures, businessProfile: (_f = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) === null || _f === void 0 ? void 0 : _f.business_profile })));
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  case 'PRESENTATION':
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  return (react_1.default.createElement(ShellContainer, { fullWidth: true },
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  react_1.default.createElement(TaxAxisPresentationMode_1.TaxAxisPresentationMode, { profile: profile, userContext: userContext, onBack: () => setStep(isProspectFlow ? 'PROSPECT_REPORT' : 'DASHBOARD') })));
package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts CHANGED
@@ -1,9 +1,15 @@
1
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  import React from "react";
2
- import { UserContext } from "../../lib/types";
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+ import type { ClientProfile, UserContext } from "../../lib/types";
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+ interface ProspectReadiness {
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+ ready: boolean;
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+ missingFields: string[];
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+ }
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+ export declare function isProspectReady(profile: Partial<ClientProfile>): ProspectReadiness;
3
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  interface IntakeCtaCardsProps {
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+ profile: Partial<ClientProfile>;
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  onProspect: () => void;
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  onFullAnalysis: () => void;
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  userContext?: UserContext;
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  }
8
- export declare function IntakeCtaCards({ onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
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+ export declare function IntakeCtaCards({ profile, onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
9
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  export {};
package/lib/tax-axis/components/intake/IntakeCtaCards.js CHANGED
@@ -1,21 +1,84 @@
1
1
  "use strict";
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- var __importDefault = (this && this.__importDefault) || function (mod) {
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- return (mod && mod.__esModule) ? mod : { "default": mod };
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+ var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
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+ if (k2 === undefined) k2 = k;
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+ var desc = Object.getOwnPropertyDescriptor(m, k);
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+ if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
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+ desc = { enumerable: true, get: function() { return m[k]; } };
7
+ }
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+ Object.defineProperty(o, k2, desc);
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+ }) : (function(o, m, k, k2) {
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+ if (k2 === undefined) k2 = k;
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+ o[k2] = m[k];
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+ }));
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+ var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
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+ Object.defineProperty(o, "default", { enumerable: true, value: v });
15
+ }) : function(o, v) {
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+ o["default"] = v;
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+ });
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+ var __importStar = (this && this.__importStar) || function (mod) {
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+ if (mod && mod.__esModule) return mod;
20
+ var result = {};
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+ if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
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+ __setModuleDefault(result, mod);
23
+ return result;
4
24
  };
5
25
  Object.defineProperty(exports, "__esModule", { value: true });
26
+ exports.isProspectReady = isProspectReady;
6
27
  exports.IntakeCtaCards = IntakeCtaCards;
7
- const react_1 = __importDefault(require("react"));
28
+ const react_1 = __importStar(require("react"));
8
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  const TaxAxisButton_1 = require("../shared/TaxAxisButton");
9
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  const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
10
- function IntakeCtaCards({ onProspect, onFullAnalysis, userContext = "expert", }) {
31
+ function isProspectReady(profile) {
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+ const missing = [];
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+ if (!profile.entity)
34
+ missing.push("Entity Type");
35
+ if (!profile.states || profile.states.length === 0)
36
+ missing.push("States of Operation");
37
+ if (!profile.federalRate)
38
+ missing.push("Federal Marginal Rate");
39
+ if (!profile.stateRate)
40
+ missing.push("State Marginal Rate");
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+ if (!profile.taxDataYears)
42
+ missing.push("Tax Data Years Available");
43
+ if (!profile.riskTolerance)
44
+ missing.push("Client Risk Tolerance");
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+ const hasFinancial = parseFloat(profile.netIncome || "0") > 0 ||
46
+ parseFloat(profile.equipmentPurchased || "0") > 0 ||
47
+ parseFloat(profile.capitalGains || "0") > 0 ||
48
+ parseFloat(profile.revenue || "0") > 0;
49
+ if (!hasFinancial)
50
+ missing.push("Annual Revenue or Net Income (at least one > 0)");
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+ return { ready: missing.length === 0, missingFields: missing };
52
+ }
53
+ function IntakeCtaCards({ profile, onProspect, onFullAnalysis, userContext = "expert", }) {
54
+ const [showTooltip, setShowTooltip] = (0, react_1.useState)(false);
55
+ const { ready, missingFields } = isProspectReady(profile);
11
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  return (react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3" },
12
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  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" },
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  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"),
14
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  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"),
15
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  react_1.default.createElement("div", { className: "flex-1" }),
16
- react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onProspect, className: "w-full text-xs" }, userContext === "cpa-firm-client"
17
- ? "Generate My Savings Report"
18
- : "Generate Prospect Report")),
61
+ react_1.default.createElement("div", { className: "relative", onMouseEnter: () => !ready && setShowTooltip(true), onMouseLeave: () => setShowTooltip(false) },
62
+ react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: ready ? onProspect : undefined, className: `w-full text-xs ${!ready ? "opacity-40 cursor-not-allowed" : ""}`, disabled: !ready }, userContext === "cpa-firm-client"
63
+ ? "Generate My Savings Report"
64
+ : "Generate Prospect Report"),
65
+ !ready && showTooltip && (react_1.default.createElement("div", { style: {
66
+ position: "absolute",
67
+ bottom: "calc(100% + 8px)",
68
+ left: 0,
69
+ right: 0,
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+ background: "#1a1f3d",
71
+ border: "1px solid #2a2f5d",
72
+ borderRadius: 8,
73
+ padding: "10px 12px",
74
+ zIndex: 50,
75
+ boxShadow: "0 4px 24px rgba(0,0,0,0.5)",
76
+ } },
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+ react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: "#f97316", marginBottom: 6, textTransform: "uppercase", letterSpacing: "0.1em" } }, "Required to generate:"),
78
+ missingFields.map((f) => (react_1.default.createElement("div", { key: f, style: { fontSize: 11, color: "#94a3b8", marginBottom: 2, display: "flex", alignItems: "center", gap: 6 } },
79
+ react_1.default.createElement("span", { style: { color: "#f97316", fontSize: 9 } }, "\u25CF"),
80
+ " ",
81
+ f))))))),
19
82
  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: {
20
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  background: "radial-gradient(ellipse at 50% 0%,rgba(36,131,132,0.06) 0%,transparent 70%) #0F1330",
21
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  boxShadow: "0 0 30px rgba(36,131,132,0.15)",
package/lib/tax-axis/components/intake/TaxAxisIntake.js CHANGED
@@ -32,7 +32,7 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
32
32
  react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),
33
33
  react_1.default.createElement(RefineAnalysisSection_1.RefineAnalysisSection, { userContext: userContext }),
34
34
  react_1.default.createElement(CpaIntakeQuestionsSection_1.CpaIntakeQuestionsSection, { userContext: userContext }),
35
- react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
35
+ react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { profile: profile, onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
36
36
  react_1.default.createElement("div", { className: "hidden sm:block sm:sticky sm:top-5 sm:self-start" },
37
37
  react_1.default.createElement(StrategyRadar_1.StrategyRadar, { profile: profile })))));
38
38
  }
package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts CHANGED
@@ -5,5 +5,9 @@ export interface TaxAxisProcessingProps extends TaxAxisScreenProps {
5
5
  profile?: ClientProfile;
6
6
  /** Set to true by the shell poller when stage===REPORT_READY is detected. */
7
7
  reportReady?: boolean;
8
+ /** Override crawl speed. Default: 0.27%/tick (full analysis ~110s). Prospect report: use ~6 for ~15s. */
9
+ crawlStep?: number;
10
+ /** 'prospect' shows lightweight stages without document parsing steps */
11
+ mode?: 'full' | 'prospect';
8
12
  }
9
- export declare function TaxAxisProcessing({ onComplete, profile, reportReady, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
13
+ export declare function TaxAxisProcessing({ onComplete, profile, reportReady, crawlStep, mode, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
package/lib/tax-axis/components/processing/TaxAxisProcessing.js CHANGED
@@ -31,8 +31,21 @@ const CRAWL_TICK_MS = 300; // interval between crawl ticks
31
31
  const CRAWL_STEP = 0.27; // % added each tick → 0.27 / 0.3s = 0.9%/s
32
32
  const FINISH_MS = 400; // ms to animate from 99% → 100% once ready
33
33
  const STAGE_ADVANCE_MS = 3200; // how often the displayed stage advances
34
- function buildStages(profile) {
34
+ function buildStages(profile, mode) {
35
35
  var _a;
36
+ const entity = (profile === null || profile === void 0 ? void 0 : profile.entity) || "your business";
37
+ const stateCount = ((_a = profile === null || profile === void 0 ? void 0 : profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
38
+ const bizName = (profile === null || profile === void 0 ? void 0 : profile.bizName) || "your business";
39
+ if (mode === 'prospect') {
40
+ return [
41
+ `Classifying ${entity} profile`,
42
+ "Injecting IRS 2026 + OBBBA parameters",
43
+ `Screening 25 strategies across ${stateCount} state${stateCount > 1 ? "s" : ""}`,
44
+ "Computing deterministic tax math",
45
+ "Generating strategy narratives",
46
+ `Assembling prospect report for ${bizName}`,
47
+ ];
48
+ }
36
49
  if (!profile) {
37
50
  return [
38
51
  "Parsing source documents",
@@ -42,9 +55,6 @@ function buildStages(profile) {
42
55
  "Generating IRS citations",
43
56
  ];
44
57
  }
45
- const entity = profile.entity || "your business";
46
- const stateCount = ((_a = profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
47
- const bizName = profile.bizName || "your business";
48
58
  const base = [
49
59
  "Parsing source documents",
50
60
  "Injecting IRS 2026 parameters",
@@ -60,10 +70,16 @@ function buildStages(profile) {
60
70
  base.push("Screening 30 eligible strategies", "Computing deterministic tax math", "Cross-validating source documents", "Generating IRS citations", `Assembling TaxAxis report for ${bizName}`);
61
71
  return base;
62
72
  }
63
- function TaxAxisProcessing({ onComplete, profile, reportReady = false, userContext: _userContext = "expert", }) {
64
- const stages = (0, react_1.useMemo)(() => buildStages(profile), [profile]);
73
+ function TaxAxisProcessing({ onComplete, profile, reportReady = false, crawlStep, mode, userContext: _userContext = "expert", }) {
74
+ const stages = (0, react_1.useMemo)(() => buildStages(profile, mode), [profile, mode]);
65
75
  const [progress, setProgress] = (0, react_1.useState)(0);
66
76
  const [stageIdx, setStageIdx] = (0, react_1.useState)(0);
77
+ const effectiveCrawlStep = crawlStep !== null && crawlStep !== void 0 ? crawlStep : CRAWL_STEP;
78
+ // Stable refs so effects don't restart when props change after mount
79
+ const crawlStepRef = (0, react_1.useRef)(effectiveCrawlStep);
80
+ const onCompleteRef = (0, react_1.useRef)(onComplete);
81
+ (0, react_1.useEffect)(() => { crawlStepRef.current = effectiveCrawlStep; }, [effectiveCrawlStep]);
82
+ (0, react_1.useEffect)(() => { onCompleteRef.current = onComplete; }, [onComplete]);
67
83
  const finishingRef = (0, react_1.useRef)(false);
68
84
  const completedRef = (0, react_1.useRef)(false);
69
85
  // Track current progress in a ref so the finish animation can read it synchronously
@@ -97,7 +113,7 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
97
113
  progressRef.current = v;
98
114
  setProgress(v);
99
115
  };
100
- // ── Crawl: 0 → 80% — skipped entirely if reportReady already true on mount ──
116
+ // ── Crawl: 0 → 99% — runs once on mount, reads crawlStepRef so prop changes don't restart it ──
101
117
  (0, react_1.useEffect)(() => {
102
118
  if (reportReady || finishingRef.current)
103
119
  return;
@@ -106,14 +122,14 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
106
122
  clearInterval(iv);
107
123
  return;
108
124
  }
109
- const next = Math.min(progressRef.current + CRAWL_STEP, CRAWL_CEILING);
125
+ const next = Math.min(progressRef.current + crawlStepRef.current, CRAWL_CEILING);
110
126
  setProgressSync(next);
111
127
  if (next >= CRAWL_CEILING)
112
128
  clearInterval(iv);
113
129
  }, CRAWL_TICK_MS);
114
130
  return () => clearInterval(iv);
115
- // reportReady intentionally in deps: if it arrives before mount effect runs, skip crawl
116
- }, [reportReady]);
131
+ // eslint-disable-next-line react-hooks/exhaustive-deps
132
+ }, []);
117
133
  // ── Stage labels: advance every STAGE_ADVANCE_MS ─────────────────
118
134
  (0, react_1.useEffect)(() => {
119
135
  const iv = setInterval(() => {
@@ -142,7 +158,7 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
142
158
  setProgressSync(100);
143
159
  if (!completedRef.current) {
144
160
  completedRef.current = true;
145
- setTimeout(onComplete, 150);
161
+ setTimeout(() => onCompleteRef.current(), 150);
146
162
  }
147
163
  }
148
164
  };
package/lib/tax-axis/components/prospectReport/ProspectNextSteps.js CHANGED
@@ -25,7 +25,9 @@ function ProspectNextSteps({ sectionNum, bizName, onUpgrade, onPresent, onPrint,
25
25
  bizName,
26
26
  "'s documents to run the full TaxAxis analysis \u2014 computed savings with calculation traces, IRS citations, and a client-ready report."),
27
27
  react_1.default.createElement("div", { style: { display: "flex", gap: 10, flexWrap: "wrap" } },
28
- react_1.default.createElement(GlowBtn, { onClick: onUpgrade }, "Upload Documents"),
28
+ react_1.default.createElement(GlowBtn, { onClick: () => { if (onUpgrade) {
29
+ onUpgrade();
30
+ } } }, "Upload Documents"),
29
31
  react_1.default.createElement(GlowBtn, { onClick: onPresent, style: { fontSize: 13 } }, "Present to Client"),
30
32
  react_1.default.createElement(GlowBtn, { secondary: true, onClick: onPrint, style: { fontSize: 13 } }, "Download PDF")),
31
33
  react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text4, marginTop: 12, fontFamily: theme_1.T.body } }, "Typical turnaround: same day. No obligation until you review the results.")))),
package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.d.ts ADDED
@@ -0,0 +1,2 @@
1
+ import React from "react";
2
+ export declare function ProspectReportSkeleton(): React.JSX.Element;
package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.js ADDED
@@ -0,0 +1,78 @@
1
+ "use strict";
2
+ var __importDefault = (this && this.__importDefault) || function (mod) {
3
+ return (mod && mod.__esModule) ? mod : { "default": mod };
4
+ };
5
+ Object.defineProperty(exports, "__esModule", { value: true });
6
+ exports.ProspectReportSkeleton = ProspectReportSkeleton;
7
+ const react_1 = __importDefault(require("react"));
8
+ const theme_1 = require("./theme");
9
+ // Dark-themed skeleton shown while generateProspectReport mutation is in-flight
10
+ function Bone({ w = "100%", h = 16, radius = 6, mb = 0 }) {
11
+ return (react_1.default.createElement("div", { style: {
12
+ width: w,
13
+ height: h,
14
+ borderRadius: radius,
15
+ background: `linear-gradient(90deg, ${theme_1.T.surface2} 25%, rgba(255,255,255,0.04) 50%, ${theme_1.T.surface2} 75%)`,
16
+ backgroundSize: "400% 100%",
17
+ animation: "skeletonShimmer 1.6s infinite linear",
18
+ marginBottom: mb,
19
+ flexShrink: 0,
20
+ } }));
21
+ }
22
+ function ProspectReportSkeleton() {
23
+ return (react_1.default.createElement(react_1.default.Fragment, null,
24
+ react_1.default.createElement("style", null, `
25
+ @keyframes skeletonShimmer {
26
+ 0% { background-position: 100% 0 }
27
+ 100% { background-position: -100% 0 }
28
+ }
29
+ `),
30
+ react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 16, padding: "36px 32px 28px", marginBottom: 24, boxShadow: theme_1.T.shadowLg, overflow: "hidden" } },
31
+ react_1.default.createElement("div", { style: { height: 4, background: `linear-gradient(90deg,${theme_1.T.accent},${theme_1.T.orange})`, marginBottom: 24, borderRadius: 2 } }),
32
+ react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", marginBottom: 20 } },
33
+ react_1.default.createElement(Bone, { w: 120, h: 12 }),
34
+ react_1.default.createElement(Bone, { w: 80, h: 12 })),
35
+ react_1.default.createElement(Bone, { w: "45%", h: 10, mb: 12 }),
36
+ react_1.default.createElement(Bone, { w: "70%", h: 36, mb: 12 }),
37
+ react_1.default.createElement(Bone, { w: "50%", h: 14, mb: 24 }),
38
+ react_1.default.createElement("div", { style: { height: 1, background: theme_1.T.border, marginBottom: 20 } }),
39
+ react_1.default.createElement(Bone, { w: "55%", h: 44, mb: 12 }),
40
+ react_1.default.createElement(Bone, { w: "30%", h: 12 })),
41
+ react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
42
+ react_1.default.createElement(Bone, { w: "40%", h: 10, mb: 16 }),
43
+ react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr", gap: 16 } }, [1, 2, 3].map(i => (react_1.default.createElement("div", { key: i },
44
+ react_1.default.createElement(Bone, { w: "60%", h: 28, mb: 8 }),
45
+ react_1.default.createElement(Bone, { w: "80%", h: 10 })))))),
46
+ react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
47
+ react_1.default.createElement(Bone, { w: "25%", h: 10, mb: 16 }),
48
+ react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [1, 2, 3, 4].map(i => (react_1.default.createElement("div", { key: i },
49
+ react_1.default.createElement(Bone, { w: "70%", h: 22, mb: 8 }),
50
+ react_1.default.createElement(Bone, { w: "80%", h: 10 })))))),
51
+ react_1.default.createElement("div", { style: { marginBottom: 24 } },
52
+ react_1.default.createElement(Bone, { w: "30%", h: 10, mb: 12 }),
53
+ react_1.default.createElement(Bone, { w: "100%", h: 2, mb: 16 }),
54
+ react_1.default.createElement(Bone, { w: "100%", h: 14, mb: 8 }),
55
+ react_1.default.createElement(Bone, { w: "95%", h: 14, mb: 8 }),
56
+ react_1.default.createElement(Bone, { w: "80%", h: 14 })),
57
+ [1, 2, 3].map(i => (react_1.default.createElement("div", { key: i, style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 14, boxShadow: theme_1.T.shadow } },
58
+ react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", marginBottom: 20 } },
59
+ react_1.default.createElement("div", { style: { display: "flex", gap: 14, alignItems: "center" } },
60
+ react_1.default.createElement("div", { style: { width: 34, height: 34, borderRadius: "50%", background: theme_1.T.surface2 } }),
61
+ react_1.default.createElement("div", null,
62
+ react_1.default.createElement(Bone, { w: 160, h: 16, mb: 8 }),
63
+ react_1.default.createElement(Bone, { w: 100, h: 10 }))),
64
+ react_1.default.createElement("div", { style: { textAlign: "right" } },
65
+ react_1.default.createElement(Bone, { w: 90, h: 22, mb: 6 }),
66
+ react_1.default.createElement(Bone, { w: 80, h: 10 }))),
67
+ react_1.default.createElement(Bone, { w: "100%", h: 12, mb: 6 }),
68
+ react_1.default.createElement(Bone, { w: "90%", h: 12, mb: 6 }),
69
+ react_1.default.createElement(Bone, { w: "75%", h: 12, mb: 16 }),
70
+ react_1.default.createElement(Bone, { w: "100%", h: 12, mb: 6 }),
71
+ react_1.default.createElement(Bone, { w: "85%", h: 12 })))),
72
+ react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", justifyContent: "center", gap: 10, padding: "20px 0", color: theme_1.T.text4, fontFamily: theme_1.T.body, fontSize: 12 } },
73
+ react_1.default.createElement("div", { style: { width: 6, height: 6, borderRadius: "50%", background: theme_1.T.accent, animation: "pulse 1s infinite" } }),
74
+ "Generating your prospect report\u2026"),
75
+ react_1.default.createElement("style", null, `
76
+ @keyframes pulse { 0%,100%{opacity:1} 50%{opacity:0.3} }
77
+ `)));
78
+ }
package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts CHANGED
@@ -1,10 +1,16 @@
1
1
  import React from "react";
2
2
  import type { Strategy, ClientProfile, ComputedMap } from "../../lib/types";
3
+ export interface LlmStrategyNarrative {
4
+ whyItMatters: string;
5
+ whatWeDo: string;
6
+ }
3
7
  interface ProspectStrategyCardProps {
4
8
  strategy: Strategy;
5
9
  index: number;
6
10
  profile: ClientProfile;
7
11
  computed: ComputedMap;
12
+ /** LLM-generated narrative — when present, overrides all static/computed text */
13
+ llmNarrative?: LlmStrategyNarrative;
8
14
  }
9
- export declare function ProspectStrategyCard({ strategy: s, index: i, profile, computed }: ProspectStrategyCardProps): React.JSX.Element;
15
+ export declare function ProspectStrategyCard({ strategy: s, index: i, profile, computed, llmNarrative }: ProspectStrategyCardProps): React.JSX.Element;
10
16
  export {};
package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js CHANGED
@@ -8,17 +8,19 @@ const react_1 = __importDefault(require("react"));
8
8
  const strategyNarrative_1 = require("../../lib/data/strategyNarrative");
9
9
  const strategyProspect_1 = require("../../lib/data/strategyProspect");
10
10
  const theme_1 = require("./theme");
11
- function ProspectStrategyCard({ strategy: s, index: i, profile, computed }) {
12
- var _a, _b;
11
+ function ProspectStrategyCard({ strategy: s, index: i, profile, computed, llmNarrative }) {
12
+ var _a, _b, _c, _d;
13
13
  const p = strategyProspect_1.STRATEGY_PROSPECT[s.rank];
14
14
  const narr = strategyNarrative_1.STRATEGY_NARRATIVE[s.rank];
15
15
  const c = computed.get(s.rank);
16
- const whyText = narr ? narr.whyMatters(profile) : strategyNarrative_1.NARRATIVE_FALLBACK.whyMatters(s);
17
- const breakdownText = narr ? narr.breakdown(profile, c) : strategyNarrative_1.NARRATIVE_FALLBACK.breakdown(s, c);
18
- const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || strategyNarrative_1.NARRATIVE_FALLBACK.whySpecialist(s);
19
- const nextText = narr ? narr.nextSteps : strategyNarrative_1.NARRATIVE_FALLBACK.nextSteps(s);
20
16
  const scaledLo = Math.round(((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) / 1000);
21
17
  const scaledHi = Math.round(((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi) / 1000);
18
+ // When LLM narrative is provided, use it for whyItMatters and whatWeDo.
19
+ // HOW SAVINGS BREAK DOWN and WHY YOU NEED A SPECIALIST remain deterministic.
20
+ const whyText = (_c = llmNarrative === null || llmNarrative === void 0 ? void 0 : llmNarrative.whyItMatters) !== null && _c !== void 0 ? _c : (narr ? narr.whyMatters(profile) : strategyNarrative_1.NARRATIVE_FALLBACK.whyMatters(s));
21
+ const breakdownText = narr ? narr.breakdown(profile, c) : strategyNarrative_1.NARRATIVE_FALLBACK.breakdown(s, c);
22
+ const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || strategyNarrative_1.NARRATIVE_FALLBACK.whySpecialist(s);
23
+ const nextText = (_d = llmNarrative === null || llmNarrative === void 0 ? void 0 : llmNarrative.whatWeDo) !== null && _d !== void 0 ? _d : (narr ? narr.nextSteps : strategyNarrative_1.NARRATIVE_FALLBACK.nextSteps(s));
22
24
  return (react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", boxShadow: theme_1.T.shadow } },
23
25
  react_1.default.createElement("div", { style: { display: "flex", alignItems: "flex-start", justifyContent: "space-between", marginBottom: 16 } },
24
26
  react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 14 } },
package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts CHANGED
@@ -1,9 +1,41 @@
1
1
  import React from "react";
2
2
  import type { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
3
+ import type { LlmStrategyNarrative } from "./ProspectStrategyCard";
4
+ /** LLM output payload shape returned by generateProspectReport mutation */
5
+ export interface LlmOutputPayload {
6
+ execSummary: string;
7
+ strategyNarratives: Record<string, LlmStrategyNarrative>;
8
+ additionalStrategiesBlurb: string;
9
+ }
10
+ /** Backend-computed math payload */
11
+ export interface BackendComputePayload {
12
+ savingsLo: number;
13
+ savingsHi: number;
14
+ eligibleCount: number;
15
+ highPriorityCount: number;
16
+ quickWinCount: number;
17
+ gapBlock: {
18
+ currentTax: number;
19
+ optimizedTax: number;
20
+ realizedSavings: number;
21
+ realizedPctOfCurrent: number;
22
+ fedRatePct: number;
23
+ stateRatePct: number;
24
+ };
25
+ barData: Array<{
26
+ name: string;
27
+ mid: number;
28
+ pct: number;
29
+ }>;
30
+ }
3
31
  export interface TaxAxisProspectReportProps extends TaxAxisScreenProps {
4
32
  profile: ClientProfile;
33
+ /** When provided (from generateProspectReport mutation), all math comes from backend */
34
+ backendComputePayload?: BackendComputePayload | null;
35
+ /** LLM-generated narrative text from the mutation */
36
+ outputPayload?: LlmOutputPayload | null;
5
37
  onUpgrade?: () => void;
6
38
  onPresent?: () => void;
7
39
  onReset?: () => void;
8
40
  }
9
- export declare function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }: TaxAxisProspectReportProps): React.JSX.Element;
41
+ export declare function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }: TaxAxisProspectReportProps): React.JSX.Element;
package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js CHANGED
@@ -35,47 +35,48 @@ const SampleAnalysisPreview_1 = require("./SampleAnalysisPreview");
35
35
  const ProspectDocuments_1 = require("./ProspectDocuments");
36
36
  const ProspectNextSteps_1 = require("./ProspectNextSteps");
37
37
  const ProspectPrintView_1 = require("./ProspectPrintView");
38
- function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
38
+ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }) {
39
+ var _a, _b, _c, _d, _e, _f, _g;
39
40
  const bizName = profile.bizName || "Client";
40
41
  const [confirmReset, setConfirmReset] = (0, react_1.useState)(false);
41
42
  const [printMode, setPrintMode] = (0, react_1.useState)(false);
42
- // ═══ ELIGIBLE STRATEGIES ═══
43
+ // ═══ ELIGIBLE STRATEGIES (client-side, for rendering strategy cards) ═══
43
44
  const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
44
45
  const high = eligible.filter(s => s.priority === "HIGH");
45
46
  const quick = eligible.filter(s => s.priority === "QUICK WIN");
46
- // Top 3 by score for the sales narrative
47
47
  const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
48
48
  const remaining = eligible.length - top3.length;
49
49
  const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
50
- // ═══ SAVINGS RANGE (dynamic computation) ═══
50
+ // ═══ SAVINGS RANGE — backend-authoritative when available ═══
51
51
  const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
52
- const displayLo = Math.round(eligible.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) / 1000);
53
- const displayHi = Math.round(eligible.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) / 1000);
54
- // Savings bar chart data — top 3 strategies with midpoint + percentage
55
- const totalMid = eligible.reduce((a, s) => { var _a, _b; const c = computed.get(s.rank); return a + (((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2; }, 0);
56
- const barData = top3.map(s => { var _a, _b; const c = computed.get(s.rank); const mid = Math.round((((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2); return { name: s.name, mid, pct: totalMid > 0 ? Math.round(mid / totalMid * 100) : 0 }; });
52
+ const displayLo = backendComputePayload
53
+ ? Math.round(backendComputePayload.savingsLo / 1000)
54
+ : Math.round(eligible.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) / 1000);
55
+ const displayHi = backendComputePayload
56
+ ? Math.round(backendComputePayload.savingsHi / 1000)
57
+ : Math.round(eligible.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) / 1000);
58
+ // ═══ GAP BLOCK — backend-authoritative when available ═══
59
+ const fedRatePct = (_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.fedRatePct) !== null && _a !== void 0 ? _a : (parseFloat((profile.federalRate || "24").replace("%", "")) || 24);
60
+ const stateRatePct = (_b = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.stateRatePct) !== null && _b !== void 0 ? _b : (parseFloat(profile.stateRate || "4.95") || 4.95);
61
+ const currentTax = (_c = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.currentTax) !== null && _c !== void 0 ? _c : Math.round(((0, compute_1.parseNum)(profile.netIncome) || Math.round((0, compute_1.parseNum)(profile.revenue) * 0.20))
62
+ * (fedRatePct + stateRatePct) / 100);
63
+ const realizedSavings = (_d = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedSavings) !== null && _d !== void 0 ? _d : Math.min(Math.round((displayLo + displayHi) / 2 * 1000 * 0.325), Math.round(currentTax * 0.6));
64
+ const optimizedTax = (_e = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.optimizedTax) !== null && _e !== void 0 ? _e : (currentTax - realizedSavings);
65
+ const realizedPctOfCurrent = (_f = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedPctOfCurrent) !== null && _f !== void 0 ? _f : (currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0);
66
+ // ═══ BAR CHART DATA ═══
67
+ const barData = (_g = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.barData) !== null && _g !== void 0 ? _g : (() => {
68
+ const totalMid = eligible.reduce((a, s) => { var _a, _b; const c = computed.get(s.rank); return a + (((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2; }, 0);
69
+ return top3.map(s => { var _a, _b; const c = computed.get(s.rank); const mid = Math.round((((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2); return { name: s.name, mid, pct: totalMid > 0 ? Math.round(mid / totalMid * 100) : 0 }; });
70
+ })();
57
71
  const maxMid = Math.max(...barData.map(b => b.mid), 1);
58
- // ═══ GAP BLOCK MATH — Current vs Optimized tax position ═══
59
- const rev = (0, compute_1.parseNum)(profile.revenue);
60
- const netIncome = (0, compute_1.parseNum)(profile.netIncome) || Math.round(rev * 0.20);
61
- const fedRatePct = parseFloat((profile.federalRate || "24").replace("%", "")) || 24;
62
- const stateRatePct = parseFloat(profile.stateRate || "4.95") || 4.95;
63
- const combinedRate = (fedRatePct + stateRatePct) / 100;
64
- const currentTax = Math.round(netIncome * combinedRate);
65
- const theoreticalMidK = (displayLo + displayHi) / 2;
66
- const realizedSavings = Math.min(Math.round(theoreticalMidK * 1000 * 0.325), Math.round(currentTax * 0.6));
67
- const optimizedTax = currentTax - realizedSavings;
68
- const realizedPctOfCurrent = currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0;
69
- // Section numbering — shifts when Additional Strategies section is present
70
- const sectionNums = remaining > 0
71
- ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }
72
- : { recommended: "02", additional: null, sample: "03", documents: "04", nextSteps: "05" };
73
72
  // ═══ DOCUMENT GROUPING ═══
74
73
  const allDocsNeeded = [...new Set(eligible.flatMap(s => { var _a; return ((_a = strategyProspect_1.STRATEGY_PROSPECT[s.rank]) === null || _a === void 0 ? void 0 : _a.docsNeeded) || []; }))];
75
74
  const requiredDocs = ["Profit & Loss Statement (current year)", "Balance Sheet (current year)"];
76
75
  const recommendedDocs = ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
77
76
  const conditionalDocs = allDocsNeeded.filter(d => !requiredDocs.includes(d) && !recommendedDocs.includes(d)).slice(0, 5);
78
- // ═══ PRINT HANDLER ═══
77
+ const sectionNums = remaining > 0
78
+ ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }
79
+ : { recommended: "02", additional: null, sample: "03", documents: "04", nextSteps: "05" };
79
80
  const handlePrint = () => {
80
81
  setPrintMode(true);
81
82
  requestAnimationFrame(() => {
@@ -86,18 +87,16 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
86
87
  });
87
88
  });
88
89
  };
89
- // ═══ PRINT MODE — Light theme layout ═══
90
90
  if (printMode) {
91
91
  return (react_1.default.createElement(ProspectPrintView_1.ProspectPrintView, { profile: profile, bizName: bizName, displayLo: displayLo, displayHi: displayHi, currentTax: currentTax, optimizedTax: optimizedTax, realizedSavings: realizedSavings, realizedPctOfCurrent: realizedPctOfCurrent, fedRatePct: fedRatePct, stateRatePct: stateRatePct, eligible: eligible, high: high, quick: quick, top3: top3, computed: computed, fmtTax: compute_1.fmtTax, fmtSavings: compute_1.fmtSavings, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }));
92
92
  }
93
- // ═══ INTERACTIVE MODE — Dark theme layout ═══
94
93
  return (react_1.default.createElement("div", null,
95
94
  react_1.default.createElement(ProspectCover_1.ProspectCover, { profile: profile, bizName: bizName, displayLo: displayLo, displayHi: displayHi }),
96
95
  react_1.default.createElement(TaxPositionGap_1.TaxPositionGap, { bizName: bizName, currentTax: currentTax, optimizedTax: optimizedTax, realizedSavings: realizedSavings, realizedPctOfCurrent: realizedPctOfCurrent, fedRatePct: fedRatePct, stateRatePct: stateRatePct, eligibleCount: eligible.length, fmtTax: compute_1.fmtTax, fmtSavings: compute_1.fmtSavings }),
97
96
  react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
98
97
  react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: theme_1.T.text4, marginBottom: 16, fontFamily: theme_1.T.mono } }, "AT A GLANCE"),
99
98
  react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [
100
- { v: `$${displayLo}K\u2013$${displayHi}K`, l: "Est. Savings" },
99
+ { v: `$${displayLo}K–$${displayHi}K`, l: "Est. Savings" },
101
100
  { v: String(eligible.length), l: "Strategies Found" },
102
101
  { v: String(high.length), l: "High Impact" },
103
102
  { v: String(quick.length), l: "Quick Wins" },
@@ -109,29 +108,30 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
109
108
  react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "01"),
110
109
  react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "EXECUTIVE SUMMARY")),
111
110
  react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
112
- react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } },
113
- "We evaluated ",
114
- bizName,
115
- "'s tax position against 25 federal strategies and identified ",
116
- react_1.default.createElement("strong", { style: { color: theme_1.T.white } },
117
- eligible.length,
118
- " applicable opportunities"),
119
- " with combined estimated savings of ",
120
- react_1.default.createElement("strong", { style: { color: theme_1.T.accentLt } },
121
- "$",
122
- displayLo,
123
- "K\u2013$",
124
- displayHi,
125
- "K annually"),
126
- ". ",
127
- high.length,
128
- " strategies could have significant impact."),
129
- react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8 } },
130
- "The top ",
131
- top3.length,
132
- " strategies are detailed below.",
133
- quick.length > 0 ? ` ${quick.length} can be implemented this week with no structural changes.` : "",
134
- " These are profile-based estimates \u2014 uploading financial documents will refine savings calculations and unlock all 25 strategies.")),
111
+ (outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.execSummary) ? (react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } }, outputPayload.execSummary)) : (react_1.default.createElement(react_1.default.Fragment, null,
112
+ react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } },
113
+ "We evaluated ",
114
+ bizName,
115
+ "'s tax position against 25 federal strategies and identified ",
116
+ react_1.default.createElement("strong", { style: { color: theme_1.T.white } },
117
+ eligible.length,
118
+ " applicable opportunities"),
119
+ " with combined estimated savings of ",
120
+ react_1.default.createElement("strong", { style: { color: theme_1.T.accentLt } },
121
+ "$",
122
+ displayLo,
123
+ "K\u2013$",
124
+ displayHi,
125
+ "K annually"),
126
+ ". ",
127
+ high.length,
128
+ " strategies could have significant impact."),
129
+ react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8 } },
130
+ "The top ",
131
+ top3.length,
132
+ " strategies are detailed below.",
133
+ quick.length > 0 ? ` ${quick.length} can be implemented this week with no structural changes.` : "",
134
+ " These are profile-based estimates \u2014 uploading financial documents will refine savings calculations and unlock all 25 strategies.")))),
135
135
  react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "20px 24px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
136
136
  react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: theme_1.T.text4, textTransform: "uppercase", letterSpacing: "0.12em", marginBottom: 12, fontFamily: theme_1.T.mono } }, "SAVINGS DISTRIBUTION"),
137
137
  barData.map((b, i) => (react_1.default.createElement("div", { key: i, style: { display: "flex", alignItems: "center", gap: 10, marginBottom: i < barData.length - 1 ? 8 : 0 } },
@@ -151,7 +151,10 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
151
151
  react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "02"),
152
152
  react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "RECOMMENDED STRATEGIES")),
153
153
  react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
154
- react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed }))))),
154
+ react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => {
155
+ var _a;
156
+ return (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed, llmNarrative: (_a = outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.strategyNarratives) === null || _a === void 0 ? void 0 : _a[`S${s.rank}`] }));
157
+ }))),
155
158
  remaining > 0 && (react_1.default.createElement("div", { style: { marginBottom: 24 } },
156
159
  react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
157
160
  react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "03"),
@@ -162,10 +165,8 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
162
165
  "+ ",
163
166
  remaining,
164
167
  " more strategies identified"),
165
- react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } },
166
- "Including: ",
167
- remainingNames.join(", "),
168
- remaining > 4 ? " and more" : ""),
168
+ react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } }, (outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.additionalStrategiesBlurb)
169
+ || `Including: ${remainingNames.join(", ")}${remaining > 4 ? " and more" : ""}`),
169
170
  react_1.default.createElement("div", { style: { fontSize: 12, color: theme_1.T.text3, fontFamily: theme_1.T.body, lineHeight: 1.6, borderLeft: `3px solid ${theme_1.T.accent}`, paddingLeft: 12 } }, "Full analysis with documents unlocks specific savings estimates for every eligible strategy.")))),
170
171
  react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length }),
171
172
  react_1.default.createElement(ProspectDocuments_1.ProspectDocuments, { sectionNum: sectionNums.documents, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }),
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@paro.io/expert-shared-components",
3
- "version": "1.14.68",
3
+ "version": "1.14.70",
4
4
  "description": "",
5
5
  "main": "lib/index.js",
6
6
  "scripts": {