@paro.io/expert-shared-components 1.14.70 → 1.14.71

package/lib/components/TaxAxis/TaxAxisApi.d.ts

@@ -55,12 +55,4 @@ export type TaxAxisApi = {
     generatePdf: (sessionId: string) => Promise<any>;
     getArtifacts: (sessionId: string) => Promise<any[]>;
     importQboReport?: (sessionId: string, expertId: string, year: number, reportType: string) => Promise<any>;
-    generateProspectReport?: (input: {
-        freelancerId?: number | null;
-        clientProfile: Record<string, unknown>;
-    }) => Promise<{
-        reportId: string;
-        computePayload: Record<string, unknown>;
-        outputPayload: Record<string, unknown>;
-    }>;
 };

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -147,8 +147,6 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
     const [reportReady, setReportReady] = (0, react_1.useState)(false);
     const isPollingRef = react_1.default.useRef(false);
-    const [prospectLoading, setProspectLoading] = (0, react_1.useState)(false);
-    const [prospectData, setProspectData] = (0, react_1.useState)(null);
     // QBO state driven by EPS props — not localStorage
     const [qboConnectedState, setQboConnectedState] = (0, react_1.useState)(!!qboConnected);
     const [qboCompanyNameState, setQboCompanyNameState] = (0, react_1.useState)(qboCompanyName !== null && qboCompanyName !== void 0 ? qboCompanyName : null);
@@ -157,8 +155,12 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
     react_1.default.useEffect(() => { setQboCompanyNameState(qboCompanyName !== null && qboCompanyName !== void 0 ? qboCompanyName : null); }, [qboCompanyName]);
     // Derive live strategies from engineOutput so CLIENT_REPORT and PREPARER_WORKPAPER
     // render real engine data instead of the static STRATEGIES catalog.
-    const engineOutput = (0, react_1.useMemo)(() => { var _a; return (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _a !== void 0 ? _a : null; }, [llmResult]);
-    const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutput);
+    // preComputed comes from the formula engine — only strategies with status=COMPLETE
+    // should appear in reports. Without preComputed, the hook falls back to
+    // _reconciledPreComputed flags on strategy_analysis entries.
+    const engineOutput = (0, react_1.useMemo)(() => { var _a, _b; return (_b = (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _a !== void 0 ? _a : llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _b !== void 0 ? _b : null; }, [llmResult]);
+    const preComputed = (0, react_1.useMemo)(() => { var _a, _b; return (_b = (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.meta) === null || _a === void 0 ? void 0 : _a.preComputed) !== null && _b !== void 0 ? _b : null; }, [llmResult]);
+    const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutput, preComputed);
     const fetchAndSetParsedDocuments = (0, react_1.useCallback)((sid) => __awaiter(void 0, void 0, void 0, function* () {
         try {
             const docs = yield taxAxisApi.getDocuments(sid);
@@ -240,30 +242,11 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setReportReady(false);
         updateSessionId(null);
     }, [updateSessionId]);
-    const handleProspect = (nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
+    const handleProspect = (0, react_1.useCallback)((nextProfile) => {
         setProfile(nextProfile);
         setIsProspectFlow(true);
-        setProspectData(null);
-        setProspectLoading(true);
         setStep('PROSPECT_REPORT');
-        try {
-            if (taxAxisApi.generateProspectReport) {
-                const result = yield taxAxisApi.generateProspectReport({
-                    clientProfile: nextProfile,
-                });
-                setProspectData({
-                    computePayload: result.computePayload,
-                    outputPayload: result.outputPayload,
-                });
-            }
-        }
-        catch (err) {
-            console.error('[TaxAxisShell] generateProspectReport failed', err);
-        }
-        finally {
-            setProspectLoading(false);
-        }
-    });
+    }, []);
     const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
         setProfile(nextProfile);
         setIsProspectFlow(false);
@@ -432,7 +415,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
     }), [sessionId, taxAxisApi]);
     const currentView = (0, react_1.useMemo)(() => {
-        var _a, _b, _c, _d, _e, _f;
+        var _a, _b, _c, _d;
         if (step === 'SESSION_SETUP') {
             return (react_1.default.createElement(ShellContainer, null,
                 react_1.default.createElement(TaxAxisIntake_1.TaxAxisIntake, { userContext: userContext, initialProfile: initialProfile, onProspect: handleProspect, onFullAnalysis: handleFullAnalysis })));
@@ -443,7 +426,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
         switch (step) {
             case 'PROSPECT_REPORT':
-                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 }))));
+                return (react_1.default.createElement(ShellContainer, null,
+                    react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
             case 'DOCUMENT_UPLOAD':
                 return (react_1.default.createElement(ShellContainer, null,
                     react_1.default.createElement("div", { className: "flex items-center justify-between rounded-lg px-4 py-3 mb-5", style: {
@@ -507,10 +491,10 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                     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 })));
             case 'CLIENT_REPORT':
                 return (react_1.default.createElement(ShellContainer, { fullWidth: true },
-                    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 })));
+                    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 })));
             case 'PREPARER_WORKPAPER':
                 return (react_1.default.createElement(ShellContainer, { fullWidth: true },
-                    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 })));
+                    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 })));
             case 'PRESENTATION':
                 return (react_1.default.createElement(ShellContainer, { fullWidth: true },
                     react_1.default.createElement(TaxAxisPresentationMode_1.TaxAxisPresentationMode, { profile: profile, userContext: userContext, onBack: () => setStep(isProspectFlow ? 'PROSPECT_REPORT' : 'DASHBOARD') })));

package/lib/tax-axis/components/clientReport/ExecutiveSummary.js

@@ -8,13 +8,15 @@ const react_1 = __importDefault(require("react"));
 const compute_1 = require("../../lib/compute");
 const SectionOpener_1 = require("./SectionOpener");
 const ETRChart_1 = require("./ETRChart");
+// Format K values: >= 1000K -> "$X.XM", otherwise "$XK"
+const fmtKRange = (k) => k >= 1000 ? "$" + (k / 1000).toFixed(1) + "M" : "$" + k + "K";
 function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCount, top3, palette, effectiveTaxRate, confidenceTier, dataYears }) {
     const bizName = profile.bizName || "Client";
     const rev = parseInt((profile.revenue || "0").replace(/,/g, "")) || 500000;
     const dataYearsLabel = dataYears ? `${dataYears} year${dataYears > 1 ? "s" : ""}` : (profile.taxDataYears || "1 year");
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement(SectionOpener_1.SectionOpener, { number: "01", eyebrow: "EXECUTIVE SUMMARY", headline: "Where " + bizName + "'s tax dollars are going \u2014 and where they don't have to.", bullets: [
-                eligible.length + " strategies apply to your current profile, with combined estimated savings of $" + totalLo + "K\u2013$" + totalHi + "K annually.",
+                eligible.length + " strategies apply to your current profile, with combined estimated savings of " + fmtKRange(totalLo) + "\u2013" + fmtKRange(totalHi) + " annually.",
                 nowCount > 0
                     ? nowCount + " can be initiated this week without any structural changes to your business."
                     : "Implementation timeline spans the current tax year with no structural changes required.",
@@ -24,7 +26,7 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCo
             react_1.default.createElement("div", { style: { background: palette.gray50, border: "1px solid " + palette.gray200, borderRadius: 10, padding: "24px 28px", marginBottom: 20 } },
                 react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: palette.gray400, marginBottom: 16, fontFamily: palette.mono } }, "KEY METRICS"),
                 react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [
-                    { v: "$" + totalLo + "K\u2013$" + totalHi + "K", l: "Est. Annual Savings" },
+                    { v: fmtKRange(totalLo) + "\u2013" + fmtKRange(totalHi), l: "Est. Annual Savings" },
                     { v: String(eligible.length), l: "Strategies Identified" },
                     { v: String(nowCount), l: "Immediate Actions" },
                     { v: String(top3.length), l: "Priority Recommendations" },
@@ -39,21 +41,23 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCo
                     eligible.length,
                     " applicable strategies"),
                 " with combined estimated savings of ",
-                react_1.default.createElement("strong", { style: { color: palette.teal } }, "$" + totalLo + "K\u2013$" + totalHi + "K annually"),
+                react_1.default.createElement("strong", { style: { color: palette.teal } }, fmtKRange(totalLo) + "\u2013" + fmtKRange(totalHi) + " annually"),
                 "."),
             react_1.default.createElement("div", { style: { fontSize: 14, color: palette.gray700, lineHeight: 1.8, fontFamily: palette.body, marginBottom: 16 } },
                 top3.length,
                 " strategies represent the highest-impact opportunities and are detailed below. ",
                 nowCount > 0 ? "Of these and the broader eligible set, " + nowCount + " can be initiated this week with no structural changes to your business." : "",
                 " Savings estimates reflect your current revenue of ",
-                "$" + Math.round(rev / 1000) + "K",
+                rev >= 1000000 ? "$" + (rev / 1000000).toFixed(1) + "M" : "$" + Math.round(rev / 1000) + "K",
                 ", an effective tax rate of ",
-                effectiveTaxRate != null ? Math.round((effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate) * 10) / 10 : (parseFloat(profile.federalRate || "24") + parseFloat(profile.stateRate || "4.95")),
+                effectiveTaxRate != null ? Math.round((effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate) * 10) / 10 : ((profile.entity === "C-Corporation" ? 21 : parseFloat(profile.federalRate || "24")) + parseFloat(profile.stateRate || "4.95")),
                 "%, and ",
                 dataYearsLabel,
                 " of financial data."),
             (() => {
-                const fedRate = parseFloat(profile.federalRate || "24");
+                // C-Corps have a flat 21% federal rate
+                const isCCorp = profile.entity === "C-Corporation";
+                const fedRate = isCCorp ? 21 : parseFloat(profile.federalRate || "24");
                 const stateRate = parseFloat(profile.stateRate || "4.95");
                 // If engine provided effective_tax_rate (as a decimal 0-1), convert to percentage
                 const currentRate = effectiveTaxRate != null

package/lib/tax-axis/components/clientReport/ImplementationRoadmap.d.ts

@@ -21,6 +21,7 @@ interface ImplementationRoadmapProps {
     bucketTotals: Record<string, BucketTotal>;
     activeBuckets: BucketDef[];
     palette: Palette;
+    taxYear?: string;
 }
-export declare function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bucketDefs, bucketTotals, activeBuckets, palette, }: ImplementationRoadmapProps): React.JSX.Element;
+export declare function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bucketDefs, bucketTotals, activeBuckets, palette, taxYear, }: ImplementationRoadmapProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/clientReport/ImplementationRoadmap.js

@@ -9,7 +9,7 @@ const data_1 = require("../../lib/data");
 const SectionOpener_1 = require("./SectionOpener");
 const QuarterlyCashChart_1 = require("./QuarterlyCashChart");
 const ImplementationTimelineChart_1 = require("./ImplementationTimelineChart");
-function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bucketDefs, bucketTotals, activeBuckets, palette, }) {
+function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bucketDefs, bucketTotals, activeBuckets, palette, taxYear, }) {
     const card = {
         background: palette.white,
         border: "1px solid " + palette.gray200,
@@ -31,8 +31,8 @@ function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bu
                 "Time-sensitive elections and filings have firm deadlines noted in each strategy detail above.",
                 "Year-end planning items will be reviewed in a coordinated session before December 31.",
             ], palette: palette }),
-        react_1.default.createElement(QuarterlyCashChart_1.QuarterlyCashChart, { eligible: eligible, computed: computed, palette: palette }),
-        react_1.default.createElement(ImplementationTimelineChart_1.ImplementationTimelineChart, { top3: top3, computed: computed, palette: palette }),
+        react_1.default.createElement(QuarterlyCashChart_1.QuarterlyCashChart, { eligible: eligible, computed: computed, palette: palette, taxYear: taxYear }),
+        react_1.default.createElement(ImplementationTimelineChart_1.ImplementationTimelineChart, { top3: top3, computed: computed, palette: palette, taxYear: taxYear }),
         react_1.default.createElement("div", { style: { marginBottom: 28 } }, activeBuckets.map(b => {
             const bt = bucketTotals[b.key];
             const midK = Math.round((bt.lo + bt.hi) / 2 / 1000);
@@ -42,10 +42,13 @@ function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bu
                         react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.1em", color: b.color, fontFamily: palette.mono } }, b.label),
                         react_1.default.createElement("div", { style: { fontSize: 11, color: palette.gray400, fontFamily: palette.mono } }, bt.strategies.length + " " + (bt.strategies.length === 1 ? "strategy" : "strategies"))),
                     react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 700, color: palette.teal, fontFamily: palette.mono } }, "~$" + midK + "K midpoint")),
-                bt.strategies.map(s => (react_1.default.createElement("div", { key: s.rank, style: { display: "flex", justifyContent: "space-between", alignItems: "flex-start", padding: "10px 0", borderBottom: "1px solid " + palette.gray100 } },
-                    react_1.default.createElement("div", { style: { flex: 1 } },
-                        react_1.default.createElement("div", { style: { fontSize: 14, fontWeight: 600, color: palette.gray800, fontFamily: palette.head } }, s.name),
-                        react_1.default.createElement("div", { style: { fontSize: 12, color: palette.gray500, marginTop: 2, fontFamily: palette.body } }, data_1.NEXT_STEPS[s.rank] || "Discuss with your preparer.")),
-                    react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 700, color: palette.teal, fontFamily: palette.mono, flexShrink: 0, marginLeft: 12 } }, stSavings(s)))))));
+                bt.strategies.map(s => {
+                    var _a;
+                    return (react_1.default.createElement("div", { key: s.rank, style: { display: "flex", justifyContent: "space-between", alignItems: "flex-start", padding: "10px 0", borderBottom: "1px solid " + palette.gray100 } },
+                        react_1.default.createElement("div", { style: { flex: 1 } },
+                            react_1.default.createElement("div", { style: { fontSize: 14, fontWeight: 600, color: palette.gray800, fontFamily: palette.head } }, s.name),
+                            react_1.default.createElement("div", { style: { fontSize: 12, color: palette.gray500, marginTop: 2, fontFamily: palette.body } }, data_1.NEXT_STEPS[(_a = s.strategyNumber) !== null && _a !== void 0 ? _a : s.rank] || "Discuss with your preparer.")),
+                        react_1.default.createElement("div", { style: { fontSize: 13, fontWeight: 700, color: palette.teal, fontFamily: palette.mono, flexShrink: 0, marginLeft: 12 } }, stSavings(s))));
+                })));
         }))));
 }

package/lib/tax-axis/components/clientReport/ImplementationTimelineChart.d.ts

@@ -5,6 +5,7 @@ interface ImplementationTimelineChartProps {
     top3: Strategy[];
     computed: ComputedMap;
     palette: Palette;
+    taxYear?: string;
 }
-export declare function ImplementationTimelineChart({ top3, computed, palette }: ImplementationTimelineChartProps): React.JSX.Element;
+export declare function ImplementationTimelineChart({ top3, computed, palette, taxYear }: ImplementationTimelineChartProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/clientReport/ImplementationTimelineChart.js

@@ -5,17 +5,22 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.ImplementationTimelineChart = ImplementationTimelineChart;
 const react_1 = __importDefault(require("react"));
-function ImplementationTimelineChart({ top3, computed, palette }) {
+function ImplementationTimelineChart({ top3, computed, palette, taxYear }) {
     const W = 640, H = Math.max(180, 60 + top3.length * 44);
     const padL = 180, padR = 80, padT = 44, padB = 24;
     const plotW = W - padL - padR, plotH = H - padT - padB;
     const BUCKET_RANGE = { now: [0, 2], "30d": [0, 4], "90d": [2, 12], filing: [36, 52] };
     const weekScale = (w) => padL + (w / 52) * plotW;
     const qDividers = [13, 26, 39];
+    const currentYear = new Date().getFullYear();
+    const year = taxYear || String(currentYear);
+    const yearNum = parseInt(year, 10);
+    const isHistorical = yearNum < currentYear;
+    const chartTitle = isHistorical ? "IMPLEMENTATION SEQUENCE" : "IMPLEMENTATION TIMELINE";
     const qLabels = ["Q1", "Q2", "Q3", "Q4"];
     return (react_1.default.createElement("div", { className: "chart-block", style: { background: palette.white, border: "1px solid " + palette.gray200, borderRadius: 10, padding: "24px 28px", marginBottom: 24 } },
         react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", alignItems: "baseline", marginBottom: 18 } },
-            react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: palette.gray400, fontFamily: palette.mono } }, "IMPLEMENTATION TIMELINE"),
+            react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: palette.gray400, fontFamily: palette.mono } }, chartTitle),
             react_1.default.createElement("div", { style: { fontSize: 11, fontWeight: 700, color: palette.teal, fontFamily: palette.mono } }, "top " + top3.length + " priorities")),
         react_1.default.createElement("svg", { viewBox: "0 0 " + W + " " + H, style: { width: "100%", height: "auto", display: "block" } },
             [0, 1, 2, 3].map(qi => {
@@ -27,7 +32,8 @@ function ImplementationTimelineChart({ top3, computed, palette }) {
                 const cx = weekScale(qi * 13 + 6.5);
                 return react_1.default.createElement("text", { key: q, x: cx, y: padT - 18, fontSize: "10", fontWeight: "700", fill: palette.gray400, fontFamily: palette.mono, textAnchor: "middle" },
                     q,
-                    " 2026");
+                    " ",
+                    year);
             }),
             qDividers.map(w => (react_1.default.createElement("line", { key: w, x1: weekScale(w), y1: padT - 12, x2: weekScale(w), y2: padT + plotH + 4, stroke: palette.gray200, strokeWidth: "1", strokeDasharray: "2,3" }))),
             top3.map((s, i) => {

package/lib/tax-axis/components/clientReport/QuarterlyCashChart.d.ts

@@ -5,6 +5,7 @@ interface QuarterlyCashChartProps {
     eligible: Strategy[];
     computed: ComputedMap;
     palette: Palette;
+    taxYear?: string;
 }
-export declare function QuarterlyCashChart({ eligible, computed, palette }: QuarterlyCashChartProps): React.JSX.Element;
+export declare function QuarterlyCashChart({ eligible, computed, palette, taxYear }: QuarterlyCashChartProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/clientReport/QuarterlyCashChart.js

@@ -5,7 +5,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.QuarterlyCashChart = QuarterlyCashChart;
 const react_1 = __importDefault(require("react"));
-function QuarterlyCashChart({ eligible, computed, palette }) {
+function QuarterlyCashChart({ eligible, computed, palette, taxYear }) {
     const W = 600, H = 240;
     const padL = 56, padR = 24, padT = 32, padB = 52;
     const plotW = W - padL - padR, plotH = H - padT - padB;
@@ -25,8 +25,14 @@ function QuarterlyCashChart({ eligible, computed, palette }) {
     const yScale = (v) => padT + plotH - (v / maxVal) * plotH;
     const barW = Math.min(72, (plotW - 60) / 4);
     const slot = plotW / 4;
-    const labels = ["Q1 2026", "Q2 2026", "Q3 2026", "Q4 2026"];
-    const sublabels = ["Now / 30 days", "Within 90 days", "Mid-year", "At filing"];
+    const currentYear = new Date().getFullYear();
+    const year = taxYear || String(currentYear);
+    const yearNum = parseInt(year, 10);
+    const isHistorical = yearNum < currentYear;
+    const labels = [`Q1 ${year}`, `Q2 ${year}`, `Q3 ${year}`, `Q4 ${year}`];
+    const sublabels = isHistorical
+        ? ["Q1 actions", "Q2 actions", "Q3 actions", "Q4 actions"]
+        : ["Now / 30 days", "Within 90 days", "Mid-year", "At filing"];
     const tickStep = maxVal > 200000 ? 100000 : maxVal > 100000 ? 50000 : 25000;
     const yTicks = [];
     for (let v = 0; v <= maxVal * 1.05; v += tickStep)

package/lib/tax-axis/components/clientReport/TaxAxisClientReport.js

@@ -55,7 +55,14 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
     ];
     const bucketTotals = {};
     bucketDefs.forEach(b => {
-        const strategies = eligible.filter(s => s.timelineBucket === b.key).sort((a, c) => c.score - a.score);
+        const strategies = eligible.filter(s => {
+            var _a, _b, _c, _d;
+            if (s.timelineBucket !== b.key)
+                return false;
+            const clo = (_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo;
+            const chi = (_d = (_c = computed.get(s.rank)) === null || _c === void 0 ? void 0 : _c.hi) !== null && _d !== void 0 ? _d : s.hi;
+            return clo > 0 || chi > 0;
+        }).sort((a, c) => c.score - a.score);
         const lo = strategies.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 hi = strategies.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);
         bucketTotals[b.key] = { strategies, lo, hi };
@@ -115,7 +122,7 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
                 "This summary was prepared using TaxAxis, Paro's AI-powered tax analysis engine. Savings estimates are based on financial data provided for tax year " + profile.year + " (" + (profile.taxDataYears || "1 year") + " of data). All figures are estimates. Your tax preparer has reviewed these recommendations.",
                 hasOBBBA && " Some strategies reference provisions from the One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, with limited IRS guidance."),
             react_1.default.createElement(RecommendedStrategies_1.RecommendedStrategies, { profile: profile, eligible: eligible, computed: computed, top3: top3, hasOBBBA: hasOBBBA, palette: palette_1.P, interactionWarnings: engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.strategy_interaction_warnings }),
-            react_1.default.createElement(ImplementationRoadmap_1.ImplementationRoadmap, { eligible: eligible, computed: computed, top3: top3, nowCount: nowCount, nowMidK: nowMidK, bucketDefs: bucketDefs, bucketTotals: bucketTotals, activeBuckets: activeBuckets, palette: palette_1.P }),
+            react_1.default.createElement(ImplementationRoadmap_1.ImplementationRoadmap, { eligible: eligible, computed: computed, top3: top3, nowCount: nowCount, nowMidK: nowMidK, bucketDefs: bucketDefs, bucketTotals: bucketTotals, activeBuckets: activeBuckets, palette: palette_1.P, taxYear: profile.year }),
             react_1.default.createElement(Methodology_1.Methodology, { profile: profile, eligible: eligible, palette: palette_1.P }),
             react_1.default.createElement("div", { style: { padding: "16px 20px", marginBottom: 16, fontSize: 10, color: palette_1.P.gray400, lineHeight: 1.7, fontFamily: palette_1.P.body } }, "This summary was generated by TaxAxis, an AI-powered analysis tool by Paro. Recommendations are based on financial data provided and current tax law as of April 2026, including OBBBA provisions. These are estimates, not guarantees. Consult your tax preparer before implementing any strategy. This is not legal or financial advice."),
             react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", alignItems: "center", padding: "12px 0", borderTop: "1px solid " + palette_1.P.gray200, fontSize: 10, color: palette_1.P.gray400, fontFamily: palette_1.P.mono } },

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

@@ -11,7 +11,9 @@ function Sec({ title, children, titleColor }) {
         react_1.default.createElement("div", { className: "text-[11px] font-bold uppercase tracking-widest mb-2.5 font-tax-axis-mono", style: { color: titleColor || "#A1E5E6" } }, title),
         children));
 }
-const fmtK = (n) => `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
+const fmtK = (n) => n >= 1000000
+    ? `$${(n / 1000000).toFixed(1)}M`
+    : `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
 function positionStrengthLabel(positionStrength) {
     if (!positionStrength)
         return { label: "Position Under Review", color: "#9498B8", dots: 2 };

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

@@ -235,7 +235,9 @@ function buildLlmComputed(strategies) {
     return map;
 }
 // ─── Formatting helper ──────────────────────────────────────────
-const fmtK = (n) => `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
+const fmtK = (n) => n >= 1000000
+    ? `$${(n / 1000000).toFixed(1)}M`
+    : `$${(n / 1000).toFixed(n % 1000 ? 1 : 0)}K`;
 // ─── Timeline buckets for Client Summary ────────────────────────
 const BUCKETS = [
     { key: "now", label: "Act Now", desc: "Claim on your return or adjust this pay period" },
@@ -264,7 +266,8 @@ function TaxAxisDashboard({ profile, llmResult, parsedDocuments, onDownloadClien
     // clientBrief from why_it_applies, etc.) over the thin mapLlmToStrategies fallback.
     // engineOutput is at llmResult.engineOutput or llmResult.rawOutput (both present).
     const engineOutputForAdapter = (0, react_1.useMemo)(() => { var _a, _b; return (_b = (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput) !== null && _a !== void 0 ? _a : llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _b !== void 0 ? _b : null; }, [llmResult]);
-    const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutputForAdapter);
+    const preComputedForAdapter = (0, react_1.useMemo)(() => { var _a, _b; return (_b = (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.meta) === null || _a === void 0 ? void 0 : _a.preComputed) !== null && _b !== void 0 ? _b : null; }, [llmResult]);
+    const adapted = (0, useEngineOutput_1.useEngineOutput)(engineOutputForAdapter, preComputedForAdapter);
     const llmStrategies = (0, react_1.useMemo)(() => {
         var _a;
         if (!hasLlm)

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

@@ -66,10 +66,20 @@ const INDUSTRY_OPTIONS = [
     "Real Estate",
     "Other",
 ];
-const PERIOD_OPTIONS = ["Full Year", "YTD"];
-const YEAR_OPTIONS = ["2024", "2025", "2026"];
+const CURRENT_YEAR = new Date().getFullYear();
+const YEAR_OPTIONS = ["2023", "2024", "2025", "2026"];
 function ClientParametersSection({ userContext = "expert", }) {
-    const { control, formState: { errors }, } = (0, react_hook_form_1.useFormContext)();
+    const { control, formState: { errors }, watch, setValue, } = (0, react_hook_form_1.useFormContext)();
+    const selectedYear = watch("year");
+    const yearNum = parseInt(selectedYear || "2026", 10);
+    const isCurrentOrFuture = yearNum >= CURRENT_YEAR;
+    const periodOptions = isCurrentOrFuture ? ["YTD"] : ["Full Year", "YTD"];
+    // Auto-switch period to "YTD" when user selects a current/future tax year
+    react_1.default.useEffect(() => {
+        if (isCurrentOrFuture) {
+            setValue("period", "YTD");
+        }
+    }, [isCurrentOrFuture, setValue]);
     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 } },
@@ -103,7 +113,7 @@ function ClientParametersSection({ userContext = "expert", }) {
                     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("select", Object.assign({}, field, { value: (_a = field.value) !== null && _a !== void 0 ? _a : (isCurrentOrFuture ? "YTD" : "Full Year"), className: selectCls }), periodOptions.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,

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

@@ -1,15 +1,9 @@
 import React from "react";
-import type { ClientProfile, UserContext } from "../../lib/types";
-interface ProspectReadiness {
-    ready: boolean;
-    missingFields: string[];
-}
-export declare function isProspectReady(profile: Partial<ClientProfile>): ProspectReadiness;
+import { UserContext } from "../../lib/types";
 interface IntakeCtaCardsProps {
-    profile: Partial<ClientProfile>;
     onProspect: () => void;
     onFullAnalysis: () => void;
     userContext?: UserContext;
 }
-export declare function IntakeCtaCards({ profile, onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
+export declare function IntakeCtaCards({ onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
 export {};

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

@@ -1,84 +1,21 @@
 "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.isProspectReady = isProspectReady;
 exports.IntakeCtaCards = IntakeCtaCards;
-const react_1 = __importStar(require("react"));
+const react_1 = __importDefault(require("react"));
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
-function isProspectReady(profile) {
-    const missing = [];
-    if (!profile.entity)
-        missing.push("Entity Type");
-    if (!profile.states || profile.states.length === 0)
-        missing.push("States of Operation");
-    if (!profile.federalRate)
-        missing.push("Federal Marginal Rate");
-    if (!profile.stateRate)
-        missing.push("State Marginal Rate");
-    if (!profile.taxDataYears)
-        missing.push("Tax Data Years Available");
-    if (!profile.riskTolerance)
-        missing.push("Client Risk Tolerance");
-    const hasFinancial = parseFloat(profile.netIncome || "0") > 0 ||
-        parseFloat(profile.equipmentPurchased || "0") > 0 ||
-        parseFloat(profile.capitalGains || "0") > 0 ||
-        parseFloat(profile.revenue || "0") > 0;
-    if (!hasFinancial)
-        missing.push("Annual Revenue or Net Income (at least one > 0)");
-    return { ready: missing.length === 0, missingFields: missing };
-}
-function IntakeCtaCards({ profile, onProspect, onFullAnalysis, userContext = "expert", }) {
-    const [showTooltip, setShowTooltip] = (0, react_1.useState)(false);
-    const { ready, missingFields } = isProspectReady(profile);
+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("div", { className: "relative", onMouseEnter: () => !ready && setShowTooltip(true), onMouseLeave: () => setShowTooltip(false) },
-                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"
-                    ? "Generate My Savings Report"
-                    : "Generate Prospect Report"),
-                !ready && showTooltip && (react_1.default.createElement("div", { style: {
-                        position: "absolute",
-                        bottom: "calc(100% + 8px)",
-                        left: 0,
-                        right: 0,
-                        background: "#1a1f3d",
-                        border: "1px solid #2a2f5d",
-                        borderRadius: 8,
-                        padding: "10px 12px",
-                        zIndex: 50,
-                        boxShadow: "0 4px 24px rgba(0,0,0,0.5)",
-                    } },
-                    react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: "#f97316", marginBottom: 6, textTransform: "uppercase", letterSpacing: "0.1em" } }, "Required to generate:"),
-                    missingFields.map((f) => (react_1.default.createElement("div", { key: f, style: { fontSize: 11, color: "#94a3b8", marginBottom: 2, display: "flex", alignItems: "center", gap: 6 } },
-                        react_1.default.createElement("span", { style: { color: "#f97316", fontSize: 9 } }, "\u25CF"),
-                        " ",
-                        f))))))),
+            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")),
         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)",

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

@@ -32,7 +32,7 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
                 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, { profile: profile, onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
+                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.js

@@ -89,5 +89,5 @@ exports.intakeDefaultValues = {
     hsaContributions: "0",
     wotcHires: "No",
     familyEmployed: "No",
-    period: "Full Year",
+    period: "YTD",
 };

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

@@ -18,14 +18,18 @@ function EngagementHeader({ profile, palette }) {
         marginBottom: 16,
         boxShadow: "0 1px 3px rgba(0,0,0,0.04)",
     };
+    // C-Corps have a flat 21% federal rate and no filing status
+    const isCCorp = profile.entity === "C-Corporation";
+    const fedRateDisplay = isCCorp ? "21%" : (profile.federalRate || "24%");
+    const filingDisplay = isCCorp ? "\u2014" : (profile.filingStatus || "MFJ");
     const rows = [
         ["Entity", profile.entity],
         ["Industry", profile.industry],
         ["States", states.join(", ") || "\u2014"],
         ["Tax Year", profile.year],
-        ["Filing", profile.filingStatus || "MFJ"],
+        ["Filing", filingDisplay],
         ["SSTB", profile.sstb || "No"],
-        ["Fed Rate", profile.federalRate || "24%"],
+        ["Fed Rate", fedRateDisplay],
         ["State Rate", (profile.stateRate || "4.95") + "%"],
         ["Revenue", "$" + (rev || 0).toLocaleString()],
         ["Net Income", "$" + (0, compute_1.parseNum)(profile.netIncome).toLocaleString()],

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

@@ -50,9 +50,9 @@ function TaxAxisPreparerWorkpaper({ profile, onBack, onToggleToClient, liveStrat
     const grouped = priorityOrder
         .map(p => ({ priority: p, items: eligible.filter(s => s.priority === p).sort((a, b) => b.score - a.score) }))
         .filter(g => g.items.length > 0);
-    // Interaction pairs
-    const eligibleRanks = new Set(eligible.map(s => s.rank));
-    const activeInteractions = data_1.WORKPAPER_INTERACTION_PAIRS.filter(([a, b]) => eligibleRanks.has(a) && eligibleRanks.has(b));
+    // Interaction pairs — match on original catalog strategy number, not re-indexed rank
+    const eligibleStrategyNumbers = new Set(eligible.map(s => { var _a; return (_a = s.strategyNumber) !== null && _a !== void 0 ? _a : s.rank; }));
+    const activeInteractions = data_1.WORKPAPER_INTERACTION_PAIRS.filter(([a, b]) => eligibleStrategyNumbers.has(a) && eligibleStrategyNumbers.has(b));
     // Savings summary
     const sortedByMid = [...eligible].sort((a, b) => {
         var _a, _b, _c, _d;

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

@@ -5,9 +5,5 @@ export interface TaxAxisProcessingProps extends TaxAxisScreenProps {
     profile?: ClientProfile;
     /** Set to true by the shell poller when stage===REPORT_READY is detected. */
     reportReady?: boolean;
-    /** Override crawl speed. Default: 0.27%/tick (full analysis ~110s). Prospect report: use ~6 for ~15s. */
-    crawlStep?: number;
-    /** 'prospect' shows lightweight stages without document parsing steps */
-    mode?: 'full' | 'prospect';
 }
-export declare function TaxAxisProcessing({ onComplete, profile, reportReady, crawlStep, mode, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
+export declare function TaxAxisProcessing({ onComplete, profile, reportReady, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;