@paro.io/expert-shared-components 1.14.71 → 1.14.73

package/lib/components/DocumentCenter/ClientDocumentsTable.js

@@ -70,7 +70,7 @@ exports.useStyles = (0, core_1.makeStyles)({
     }
 });
 function descendingComparator(a, b, orderBy) {
-    var _a, _b, _c, _d, _e, _f;
+    var _a, _b, _c, _d;
     if (orderBy === 'docSize') {
         //@ts-ignore
         const sizeA = (_a = a === null || a === void 0 ? void 0 : a.docSize) !== null && _a !== void 0 ? _a : 0;
@@ -89,34 +89,31 @@ function descendingComparator(a, b, orderBy) {
         const dateA = a === null || a === void 0 ? void 0 : a[orderBy];
         //@ts-ignore
         const dateB = b === null || b === void 0 ? void 0 : b[orderBy];
-        //@ts-ignore
-        if (dateB < dateA) {
-            return -1;
-        }
-        //@ts-ignore
-        if (dateB > dateA) {
+        // Handle empty or missing dates - push them to the end
+        if (!dateA && !dateB)
+            return 0;
+        if (!dateA)
             return 1;
-        }
-        return 0;
-    }
-    else if (orderBy === 'clientName') {
+        if (!dateB)
+            return -1;
+        // Convert to Date objects for proper comparison
         //@ts-ignore
-        const clientA = (_c = a === null || a === void 0 ? void 0 : a.clientName) !== null && _c !== void 0 ? _c : "";
+        const timeA = new Date(dateA).getTime();
         //@ts-ignore
-        const clientB = (_d = b === null || b === void 0 ? void 0 : b.clientName) !== null && _d !== void 0 ? _d : "";
-        if (clientB < clientA) {
+        const timeB = new Date(dateB).getTime();
+        if (timeB < timeA) {
             return -1;
         }
-        if (clientB > clientA) {
+        if (timeB > timeA) {
             return 1;
         }
         return 0;
     }
-    else if (orderBy === 'fileName' || orderBy === 'docType' || orderBy === 'projectName' || orderBy === 'uploadedBy') {
+    else if (orderBy === 'fileName' || orderBy === 'docType' || orderBy === 'clientName' || orderBy === 'expertName' || orderBy === 'projectName' || orderBy === 'projectStatus' || orderBy === 'uploadedBy' || orderBy === 'lastViewedBy') {
         //@ts-ignore
-        const valueA = (_e = a === null || a === void 0 ? void 0 : a[orderBy]) !== null && _e !== void 0 ? _e : "";
+        const valueA = (_c = a === null || a === void 0 ? void 0 : a[orderBy]) !== null && _c !== void 0 ? _c : "";
         //@ts-ignore
-        const valueB = (_f = b === null || b === void 0 ? void 0 : b[orderBy]) !== null && _f !== void 0 ? _f : "";
+        const valueB = (_d = b === null || b === void 0 ? void 0 : b[orderBy]) !== null && _d !== void 0 ? _d : "";
         if (valueB < valueA) {
             return -1;
         }
@@ -126,7 +123,7 @@ function descendingComparator(a, b, orderBy) {
         return 0;
     }
     else {
-        (0, utils_1.compareItems)(a, b, orderBy);
+        return (0, utils_1.compareItems)(a, b, orderBy);
     }
 }
 const getKeyByValue = (object, value) => {
@@ -171,9 +168,9 @@ const ClientDocumentsTable = ({ legacyFreelancerId, expertFiles, setExpertClient
             expertName: (file === null || file === void 0 ? void 0 : file.freelancerName) || "-",
             projectName: (file === null || file === void 0 ? void 0 : file.projectName) || "-",
             projectStatus: file === null || file === void 0 ? void 0 : file.projectStatus,
-            uploadedDate: (0, utils_1.formatDate)(file === null || file === void 0 ? void 0 : file.uploadedDate),
+            uploadedDate: (file === null || file === void 0 ? void 0 : file.uploadedDate) || '',
             uploadedBy: (file === null || file === void 0 ? void 0 : file.uploadedBy) || "-",
-            lastViewed: (file === null || file === void 0 ? void 0 : file.lastViewed) ? (0, utils_1.formatDate)(file === null || file === void 0 ? void 0 : file.lastViewed) : '',
+            lastViewed: (file === null || file === void 0 ? void 0 : file.lastViewed) || '',
             lastViewedBy: file === null || file === void 0 ? void 0 : file.lastViewedBy,
             projectId: file === null || file === void 0 ? void 0 : file.projectId,
         };
@@ -363,8 +360,8 @@ const ClientDocumentsTable = ({ legacyFreelancerId, expertFiles, setExpertClient
                         react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, isClientPortal ? expertName : clientName),
                         react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, projectName),
                         react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, projectStatus),
-                        react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, uploadedDate),
-                        react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, `${lastViewedBy ? `Viewed by ${lastViewedBy === 'CLIENT' ? 'Client on ' : 'Expert on '}` : ''}${lastViewed ? lastViewed : 'Not opened'}`),
+                        react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, uploadedDate ? (0, utils_1.formatDate)(uploadedDate) : '-'),
+                        react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, `${lastViewedBy ? `Viewed by ${lastViewedBy === 'CLIENT' ? 'Client on ' : 'Expert on '}` : ''}${lastViewed ? (0, utils_1.formatDate)(lastViewed) : 'Not opened'}`),
                         react_1.default.createElement(core_1.TableCell, { className: classes.tableCell },
                             react_1.default.createElement(core_1.Grid, { item: true, container: true, direction: "row", justify: "space-evenly", alignItems: "center" },
                                 react_1.default.createElement(core_1.Tooltip, { arrow: true, placement: "top", interactive: true, className: "whitespace-nowrap", title: "Download Document" },

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

@@ -55,4 +55,12 @@ 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

@@ -147,6 +147,8 @@ 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);
@@ -242,11 +244,30 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setReportReady(false);
         updateSessionId(null);
     }, [updateSessionId]);
-    const handleProspect = (0, react_1.useCallback)((nextProfile) => {
+    const handleProspect = (nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
         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);
@@ -415,7 +436,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
     }), [sessionId, taxAxisApi]);
     const currentView = (0, react_1.useMemo)(() => {
-        var _a, _b, _c, _d;
+        var _a, _b, _c, _d, _e, _f;
         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 })));
@@ -426,8 +447,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
         switch (step) {
             case 'PROSPECT_REPORT':
-                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 })));
+                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 }))));
             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: {
@@ -491,10 +511,10 @@ 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: (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _a !== void 0 ? _a : 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: (_c = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _c !== void 0 ? _c : 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: (_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 })));
+                    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 })));
             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.d.ts

@@ -7,12 +7,14 @@ interface ExecutiveSummaryProps {
     computed: ComputedMap;
     totalLo: number;
     totalHi: number;
-    nowCount: number;
+    leadCount: number;
+    leadMidK: number;
+    leadLabel: string;
     top3: Strategy[];
     palette: Palette;
     effectiveTaxRate?: number;
     confidenceTier?: string;
     dataYears?: number;
 }
-export declare function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCount, top3, palette, effectiveTaxRate, confidenceTier, dataYears }: ExecutiveSummaryProps): React.JSX.Element;
+export declare function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, leadCount, leadMidK, leadLabel, top3, palette, effectiveTaxRate, confidenceTier, dataYears }: ExecutiveSummaryProps): React.JSX.Element;
 export {};

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

@@ -10,16 +10,18 @@ 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 }) {
+function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, leadCount, leadMidK, leadLabel, top3, palette, effectiveTaxRate, confidenceTier, dataYears }) {
+    const actionLabel = leadLabel === "this week" ? "Immediate Actions"
+        : leadLabel === "within 30 days" ? "30-Day Actions"
+            : leadLabel === "within 90 days" ? "90-Day Actions"
+                : "Planned Actions";
     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 " + 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.",
+                leadCount + " " + (leadCount === 1 ? "strategy" : "strategies") + " can be initiated " + leadLabel + ", representing roughly $" + leadMidK + "K of the midpoint savings estimate.",
                 "Analysis is based on " + dataYearsLabel + " of financial data and current law as of April 2026, including OBBBA provisions.",
             ], palette: palette }),
         react_1.default.createElement("div", { style: { marginBottom: 28 } },
@@ -28,7 +30,7 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCo
                 react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [
                     { 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(leadCount), l: actionLabel },
                     { v: String(top3.length), l: "Priority Recommendations" },
                 ].map(({ v, l }) => (react_1.default.createElement("div", { key: l },
                     react_1.default.createElement("div", { style: { fontSize: 22, fontWeight: 800, color: palette.teal, fontFamily: palette.head, lineHeight: 1.2, marginBottom: 4 } }, v),
@@ -46,7 +48,7 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, nowCo
             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." : "",
+                "Of these and the broader eligible set, " + leadCount + " can be initiated " + leadLabel + ".",
                 " Savings estimates reflect your current revenue of ",
                 rev >= 1000000 ? "$" + (rev / 1000000).toFixed(1) + "M" : "$" + Math.round(rev / 1000) + "K",
                 ", an effective tax rate of ",

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

@@ -15,13 +15,14 @@ interface ImplementationRoadmapProps {
     eligible: Strategy[];
     computed: ComputedMap;
     top3: Strategy[];
-    nowCount: number;
-    nowMidK: number;
+    leadCount: number;
+    leadMidK: number;
+    leadLabel: string;
     bucketDefs: BucketDef[];
     bucketTotals: Record<string, BucketTotal>;
     activeBuckets: BucketDef[];
     palette: Palette;
     taxYear?: string;
 }
-export declare function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bucketDefs, bucketTotals, activeBuckets, palette, taxYear, }: ImplementationRoadmapProps): React.JSX.Element;
+export declare function ImplementationRoadmap({ eligible, computed, top3, leadCount, leadMidK, leadLabel, 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, taxYear, }) {
+function ImplementationRoadmap({ eligible, computed, top3, leadCount, leadMidK, leadLabel, bucketDefs, bucketTotals, activeBuckets, palette, taxYear, }) {
     const card = {
         background: palette.white,
         border: "1px solid " + palette.gray200,
@@ -27,7 +27,7 @@ function ImplementationRoadmap({ eligible, computed, top3, nowCount, nowMidK, bu
     };
     return (react_1.default.createElement(react_1.default.Fragment, null,
         react_1.default.createElement(SectionOpener_1.SectionOpener, { number: "03", eyebrow: "IMPLEMENTATION ROADMAP", headline: "Most savings can be locked in within the current quarter.", bullets: [
-                nowCount + " eligible strategies can be initiated this week, representing roughly $" + nowMidK + "K of the midpoint savings estimate.",
+                leadCount + " eligible " + (leadCount === 1 ? "strategy" : "strategies") + " can be initiated " + leadLabel + ", representing roughly $" + leadMidK + "K of the midpoint savings estimate.",
                 "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 }),

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

@@ -35,7 +35,7 @@ const RecommendedStrategies_1 = require("./RecommendedStrategies");
 const ImplementationRoadmap_1 = require("./ImplementationRoadmap");
 const Methodology_1 = require("./Methodology");
 function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategies, liveComputedMap, engineRawOutput }) {
-    var _a, _b, _c, _d, _e, _f;
+    var _a, _b, _c;
     const [view, setView] = (0, react_1.useState)("client");
     const staticEligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
     const staticComputed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
@@ -68,8 +68,17 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
         bucketTotals[b.key] = { strategies, lo, hi };
     });
     const activeBuckets = bucketDefs.filter(b => bucketTotals[b.key].strategies.length > 0);
-    const nowCount = ((_a = bucketTotals.now) === null || _a === void 0 ? void 0 : _a.strategies.length) || 0;
-    const nowMidK = Math.round(((((_b = bucketTotals.now) === null || _b === void 0 ? void 0 : _b.lo) || 0) + (((_c = bucketTotals.now) === null || _c === void 0 ? void 0 : _c.hi) || 0)) / 2 / 1000);
+    // Lead bucket: first non-empty bucket for AT A GLANCE summaries
+    const leadBucket = activeBuckets[0];
+    const leadBt = leadBucket ? bucketTotals[leadBucket.key] : undefined;
+    const leadCount = (leadBt === null || leadBt === void 0 ? void 0 : leadBt.strategies.length) || 0;
+    const leadMidK = Math.round((((leadBt === null || leadBt === void 0 ? void 0 : leadBt.lo) || 0) + ((leadBt === null || leadBt === void 0 ? void 0 : leadBt.hi) || 0)) / 2 / 1000);
+    const leadLabel = leadBucket
+        ? leadBucket.key === "now" ? "this week"
+            : leadBucket.key === "30d" ? "within 30 days"
+                : leadBucket.key === "90d" ? "within 90 days"
+                    : "before year-end"
+        : "this quarter";
     const handleToggle = (v) => {
         if (v === "preparer" && onNavigatePreparer) {
             onNavigatePreparer();
@@ -117,12 +126,12 @@ function TaxAxisClientReport({ profile, onBack, onNavigatePreparer, liveStrategi
         react_1.default.createElement("div", { style: { maxWidth: 680, margin: "0 auto", padding: "32px 20px 60px" } },
             react_1.default.createElement(ClientReportCover_1.ClientReportCover, { profile: profile, palette: palette_1.P }),
             react_1.default.createElement(ClientReportTOC_1.ClientReportTOC, { bizName: bizName, palette: palette_1.P }),
-            react_1.default.createElement(ExecutiveSummary_1.ExecutiveSummary, { profile: profile, eligible: eligible, computed: computed, totalLo: totalLo, totalHi: totalHi, nowCount: nowCount, top3: top3, palette: palette_1.P, effectiveTaxRate: (_d = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _d === void 0 ? void 0 : _d.effective_tax_rate, confidenceTier: (_e = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _e === void 0 ? void 0 : _e.confidence_tier, dataYears: (_f = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _f === void 0 ? void 0 : _f.data_years }),
+            react_1.default.createElement(ExecutiveSummary_1.ExecutiveSummary, { profile: profile, eligible: eligible, computed: computed, totalLo: totalLo, totalHi: totalHi, leadCount: leadCount, leadMidK: leadMidK, leadLabel: leadLabel, top3: top3, palette: palette_1.P, effectiveTaxRate: (_a = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _a === void 0 ? void 0 : _a.effective_tax_rate, confidenceTier: (_b = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _b === void 0 ? void 0 : _b.confidence_tier, dataYears: (_c = engineRawOutput === null || engineRawOutput === void 0 ? void 0 : engineRawOutput.business_profile) === null || _c === void 0 ? void 0 : _c.data_years }),
             react_1.default.createElement("div", { style: { background: palette_1.P.gray50, borderLeft: "3px solid " + palette_1.P.gray300, borderRadius: "0 8px 8px 0", padding: "14px 20px", marginBottom: 20, fontSize: 11, color: palette_1.P.gray500, lineHeight: 1.7, fontFamily: palette_1.P.body } },
                 "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, taxYear: profile.year }),
+            react_1.default.createElement(ImplementationRoadmap_1.ImplementationRoadmap, { eligible: eligible, computed: computed, top3: top3, leadCount: leadCount, leadMidK: leadMidK, leadLabel: leadLabel, 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/intake/IntakeCtaCards.d.ts

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

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

@@ -1,21 +1,84 @@
 "use strict";
-var __importDefault = (this && this.__importDefault) || function (mod) {
-    return (mod && mod.__esModule) ? mod : { "default": mod };
+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;
 };
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.isProspectReady = isProspectReady;
 exports.IntakeCtaCards = IntakeCtaCards;
-const react_1 = __importDefault(require("react"));
+const react_1 = __importStar(require("react"));
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
-function IntakeCtaCards({ onProspect, onFullAnalysis, userContext = "expert", }) {
+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);
     return (react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3" },
         react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-border rounded-xl p-4 min-h-[140px] flex flex-col transition-all" },
             react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-orange uppercase tracking-widest mb-2.5 font-tax-axis-body" }, "Prospect Report"),
             react_1.default.createElement("div", { className: "text-xs text-tax-axis-text-3 font-tax-axis-body mb-3" }, "Top 3 strategies \u00B7 Savings ranges \u00B7 ~2 min \u00B7 No docs"),
             react_1.default.createElement("div", { className: "flex-1" }),
-            react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onProspect, className: "w-full text-xs" }, userContext === "cpa-firm-client"
-                ? "Generate My Savings Report"
-                : "Generate Prospect Report")),
+            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("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, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
+                react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { profile: profile, 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/processing/TaxAxisProcessing.d.ts

@@ -5,5 +5,9 @@ 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, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
+export declare function TaxAxisProcessing({ onComplete, profile, reportReady, crawlStep, mode, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;

package/lib/tax-axis/components/processing/TaxAxisProcessing.js

@@ -31,8 +31,21 @@ const CRAWL_TICK_MS = 300; // interval between crawl ticks
 const CRAWL_STEP = 0.27; // % added each tick → 0.27 / 0.3s = 0.9%/s
 const FINISH_MS = 400; // ms to animate from 99% → 100% once ready
 const STAGE_ADVANCE_MS = 3200; // how often the displayed stage advances
-function buildStages(profile) {
+function buildStages(profile, mode) {
     var _a;
+    const entity = (profile === null || profile === void 0 ? void 0 : profile.entity) || "your business";
+    const stateCount = ((_a = profile === null || profile === void 0 ? void 0 : profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
+    const bizName = (profile === null || profile === void 0 ? void 0 : profile.bizName) || "your business";
+    if (mode === 'prospect') {
+        return [
+            `Classifying ${entity} profile`,
+            "Injecting IRS 2026 + OBBBA parameters",
+            `Screening 25 strategies across ${stateCount} state${stateCount > 1 ? "s" : ""}`,
+            "Computing deterministic tax math",
+            "Generating strategy narratives",
+            `Assembling prospect report for ${bizName}`,
+        ];
+    }
     if (!profile) {
         return [
             "Parsing source documents",
@@ -42,9 +55,6 @@ function buildStages(profile) {
             "Generating IRS citations",
         ];
     }
-    const entity = profile.entity || "your business";
-    const stateCount = ((_a = profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
-    const bizName = profile.bizName || "your business";
     const base = [
         "Parsing source documents",
         "Injecting IRS 2026 parameters",
@@ -60,10 +70,16 @@ function buildStages(profile) {
     base.push("Screening 30 eligible strategies", "Computing deterministic tax math", "Cross-validating source documents", "Generating IRS citations", `Assembling TaxAxis report for ${bizName}`);
     return base;
 }
-function TaxAxisProcessing({ onComplete, profile, reportReady = false, userContext: _userContext = "expert", }) {
-    const stages = (0, react_1.useMemo)(() => buildStages(profile), [profile]);
+function TaxAxisProcessing({ onComplete, profile, reportReady = false, crawlStep, mode, userContext: _userContext = "expert", }) {
+    const stages = (0, react_1.useMemo)(() => buildStages(profile, mode), [profile, mode]);
     const [progress, setProgress] = (0, react_1.useState)(0);
     const [stageIdx, setStageIdx] = (0, react_1.useState)(0);
+    const effectiveCrawlStep = crawlStep !== null && crawlStep !== void 0 ? crawlStep : CRAWL_STEP;
+    // Stable refs so effects don't restart when props change after mount
+    const crawlStepRef = (0, react_1.useRef)(effectiveCrawlStep);
+    const onCompleteRef = (0, react_1.useRef)(onComplete);
+    (0, react_1.useEffect)(() => { crawlStepRef.current = effectiveCrawlStep; }, [effectiveCrawlStep]);
+    (0, react_1.useEffect)(() => { onCompleteRef.current = onComplete; }, [onComplete]);
     const finishingRef = (0, react_1.useRef)(false);
     const completedRef = (0, react_1.useRef)(false);
     // 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
         progressRef.current = v;
         setProgress(v);
     };
-    // ── Crawl: 0 → 80% — skipped entirely if reportReady already true on mount ──
+    // ── Crawl: 0 → 99% — runs once on mount, reads crawlStepRef so prop changes don't restart it ──
     (0, react_1.useEffect)(() => {
         if (reportReady || finishingRef.current)
             return;
@@ -106,14 +122,14 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
                 clearInterval(iv);
                 return;
             }
-            const next = Math.min(progressRef.current + CRAWL_STEP, CRAWL_CEILING);
+            const next = Math.min(progressRef.current + crawlStepRef.current, CRAWL_CEILING);
             setProgressSync(next);
             if (next >= CRAWL_CEILING)
                 clearInterval(iv);
         }, CRAWL_TICK_MS);
         return () => clearInterval(iv);
-        // reportReady intentionally in deps: if it arrives before mount effect runs, skip crawl
-    }, [reportReady]);
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, []);
     // ── Stage labels: advance every STAGE_ADVANCE_MS ─────────────────
     (0, react_1.useEffect)(() => {
         const iv = setInterval(() => {
@@ -142,7 +158,7 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
                 setProgressSync(100);
                 if (!completedRef.current) {
                     completedRef.current = true;
-                    setTimeout(onComplete, 150);
+                    setTimeout(() => onCompleteRef.current(), 150);
                 }
             }
         };

package/lib/tax-axis/components/prospectReport/ProspectNextSteps.js

@@ -25,7 +25,9 @@ function ProspectNextSteps({ sectionNum, bizName, onUpgrade, onPresent, onPrint,
                         bizName,
                         "'s documents to run the full TaxAxis analysis \u2014 computed savings with calculation traces, IRS citations, and a client-ready report."),
                     react_1.default.createElement("div", { style: { display: "flex", gap: 10, flexWrap: "wrap" } },
-                        react_1.default.createElement(GlowBtn, { onClick: onUpgrade }, "Upload Documents"),
+                        react_1.default.createElement(GlowBtn, { onClick: () => { if (onUpgrade) {
+                                onUpgrade();
+                            } } }, "Upload Documents"),
                         react_1.default.createElement(GlowBtn, { onClick: onPresent, style: { fontSize: 13 } }, "Present to Client"),
                         react_1.default.createElement(GlowBtn, { secondary: true, onClick: onPrint, style: { fontSize: 13 } }, "Download PDF")),
                     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

@@ -0,0 +1,2 @@
+import React from "react";
+export declare function ProspectReportSkeleton(): React.JSX.Element;