@paro.io/expert-shared-components 1.14.72 → 1.14.73

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (18) hide show
  1. package/lib/components/DocumentCenter/ClientDocumentsTable.js +20 -23
  2. package/lib/components/TaxAxis/TaxAxisApi.d.ts +8 -0
  3. package/lib/components/TaxAxis/TaxAxisShell.js +27 -7
  4. package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts +8 -2
  5. package/lib/tax-axis/components/intake/IntakeCtaCards.js +70 -7
  6. package/lib/tax-axis/components/intake/TaxAxisIntake.js +1 -1
  7. package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts +5 -1
  8. package/lib/tax-axis/components/processing/TaxAxisProcessing.js +27 -11
  9. package/lib/tax-axis/components/prospectReport/ProspectNextSteps.js +3 -1
  10. package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.d.ts +2 -0
  11. package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.js +78 -0
  12. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts +7 -1
  13. package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js +8 -6
  14. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts +33 -1
  15. package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js +57 -56
  16. package/lib/tax-axis/lib/documentFieldCatalog.d.ts +5 -10
  17. package/lib/tax-axis/lib/documentFieldCatalog.js +115 -329
  18. package/package.json +1 -1
package/lib/components/DocumentCenter/ClientDocumentsTable.js CHANGED
@@ -70,7 +70,7 @@ exports.useStyles = (0, core_1.makeStyles)({
70
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  }
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  });
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  function descendingComparator(a, b, orderBy) {
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- var _a, _b, _c, _d, _e, _f;
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+ var _a, _b, _c, _d;
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  if (orderBy === 'docSize') {
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  //@ts-ignore
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  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) {
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  const dateA = a === null || a === void 0 ? void 0 : a[orderBy];
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  //@ts-ignore
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  const dateB = b === null || b === void 0 ? void 0 : b[orderBy];
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- //@ts-ignore
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- if (dateB < dateA) {
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- return -1;
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- }
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- //@ts-ignore
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- if (dateB > dateA) {
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+ // Handle empty or missing dates - push them to the end
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+ if (!dateA && !dateB)
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+ return 0;
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+ if (!dateA)
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  return 1;
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- }
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- return 0;
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- }
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- else if (orderBy === 'clientName') {
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+ if (!dateB)
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+ return -1;
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+ // Convert to Date objects for proper comparison
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  //@ts-ignore
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- const clientA = (_c = a === null || a === void 0 ? void 0 : a.clientName) !== null && _c !== void 0 ? _c : "";
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+ const timeA = new Date(dateA).getTime();
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  //@ts-ignore
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- const clientB = (_d = b === null || b === void 0 ? void 0 : b.clientName) !== null && _d !== void 0 ? _d : "";
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- if (clientB < clientA) {
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+ const timeB = new Date(dateB).getTime();
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+ if (timeB < timeA) {
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  return -1;
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  }
110
- if (clientB > clientA) {
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+ if (timeB > timeA) {
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  return 1;
112
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  }
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  return 0;
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  }
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- else if (orderBy === 'fileName' || orderBy === 'docType' || orderBy === 'projectName' || orderBy === 'uploadedBy') {
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+ else if (orderBy === 'fileName' || orderBy === 'docType' || orderBy === 'clientName' || orderBy === 'expertName' || orderBy === 'projectName' || orderBy === 'projectStatus' || orderBy === 'uploadedBy' || orderBy === 'lastViewedBy') {
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  //@ts-ignore
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- const valueA = (_e = a === null || a === void 0 ? void 0 : a[orderBy]) !== null && _e !== void 0 ? _e : "";
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+ const valueA = (_c = a === null || a === void 0 ? void 0 : a[orderBy]) !== null && _c !== void 0 ? _c : "";
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  //@ts-ignore
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- const valueB = (_f = b === null || b === void 0 ? void 0 : b[orderBy]) !== null && _f !== void 0 ? _f : "";
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+ const valueB = (_d = b === null || b === void 0 ? void 0 : b[orderBy]) !== null && _d !== void 0 ? _d : "";
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  if (valueB < valueA) {
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  return -1;
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  }
@@ -126,7 +123,7 @@ function descendingComparator(a, b, orderBy) {
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  return 0;
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  }
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  else {
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- (0, utils_1.compareItems)(a, b, orderBy);
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+ return (0, utils_1.compareItems)(a, b, orderBy);
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  }
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  }
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  const getKeyByValue = (object, value) => {
@@ -171,9 +168,9 @@ const ClientDocumentsTable = ({ legacyFreelancerId, expertFiles, setExpertClient
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  expertName: (file === null || file === void 0 ? void 0 : file.freelancerName) || "-",
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  projectName: (file === null || file === void 0 ? void 0 : file.projectName) || "-",
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  projectStatus: file === null || file === void 0 ? void 0 : file.projectStatus,
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- uploadedDate: (0, utils_1.formatDate)(file === null || file === void 0 ? void 0 : file.uploadedDate),
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+ uploadedDate: (file === null || file === void 0 ? void 0 : file.uploadedDate) || '',
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  uploadedBy: (file === null || file === void 0 ? void 0 : file.uploadedBy) || "-",
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- lastViewed: (file === null || file === void 0 ? void 0 : file.lastViewed) ? (0, utils_1.formatDate)(file === null || file === void 0 ? void 0 : file.lastViewed) : '',
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+ lastViewed: (file === null || file === void 0 ? void 0 : file.lastViewed) || '',
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  lastViewedBy: file === null || file === void 0 ? void 0 : file.lastViewedBy,
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  projectId: file === null || file === void 0 ? void 0 : file.projectId,
179
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  };
@@ -363,8 +360,8 @@ const ClientDocumentsTable = ({ legacyFreelancerId, expertFiles, setExpertClient
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  react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, isClientPortal ? expertName : clientName),
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  react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, projectName),
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  react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, projectStatus),
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- react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, uploadedDate),
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- 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'}`),
363
+ react_1.default.createElement(core_1.TableCell, { className: classes.tableCell, align: "center" }, uploadedDate ? (0, utils_1.formatDate)(uploadedDate) : '-'),
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+ 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'}`),
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  react_1.default.createElement(core_1.TableCell, { className: classes.tableCell },
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  react_1.default.createElement(core_1.Grid, { item: true, container: true, direction: "row", justify: "space-evenly", alignItems: "center" },
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  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 CHANGED
@@ -55,4 +55,12 @@ export type TaxAxisApi = {
55
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  generatePdf: (sessionId: string) => Promise<any>;
56
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  getArtifacts: (sessionId: string) => Promise<any[]>;
57
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  importQboReport?: (sessionId: string, expertId: string, year: number, reportType: string) => Promise<any>;
58
+ generateProspectReport?: (input: {
59
+ freelancerId?: number | null;
60
+ clientProfile: Record<string, unknown>;
61
+ }) => Promise<{
62
+ reportId: string;
63
+ computePayload: Record<string, unknown>;
64
+ outputPayload: Record<string, unknown>;
65
+ }>;
58
66
  };
package/lib/components/TaxAxis/TaxAxisShell.js CHANGED
@@ -147,6 +147,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
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  const [busyMessage, setBusyMessage] = (0, react_1.useState)('Syncing Tax Axis session...');
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  const [reportReady, setReportReady] = (0, react_1.useState)(false);
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  const isPollingRef = react_1.default.useRef(false);
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+ const [prospectLoading, setProspectLoading] = (0, react_1.useState)(false);
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+ const [prospectData, setProspectData] = (0, react_1.useState)(null);
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  // QBO state driven by EPS props — not localStorage
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  const [qboConnectedState, setQboConnectedState] = (0, react_1.useState)(!!qboConnected);
152
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  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
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  setReportReady(false);
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  updateSessionId(null);
244
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  }, [updateSessionId]);
245
- const handleProspect = (0, react_1.useCallback)((nextProfile) => {
247
+ const handleProspect = (nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
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  setProfile(nextProfile);
247
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  setIsProspectFlow(true);
250
+ setProspectData(null);
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+ setProspectLoading(true);
248
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  setStep('PROSPECT_REPORT');
249
- }, []);
253
+ try {
254
+ if (taxAxisApi.generateProspectReport) {
255
+ const result = yield taxAxisApi.generateProspectReport({
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+ clientProfile: nextProfile,
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+ });
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+ setProspectData({
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+ computePayload: result.computePayload,
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+ outputPayload: result.outputPayload,
261
+ });
262
+ }
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+ }
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+ catch (err) {
265
+ console.error('[TaxAxisShell] generateProspectReport failed', err);
266
+ }
267
+ finally {
268
+ setProspectLoading(false);
269
+ }
270
+ });
250
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  const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
251
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  setProfile(nextProfile);
252
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  setIsProspectFlow(false);
@@ -415,7 +436,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
415
436
  }
416
437
  }), [sessionId, taxAxisApi]);
417
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  const currentView = (0, react_1.useMemo)(() => {
418
- var _a, _b, _c, _d;
439
+ var _a, _b, _c, _d, _e, _f;
419
440
  if (step === 'SESSION_SETUP') {
420
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  return (react_1.default.createElement(ShellContainer, null,
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  react_1.default.createElement(TaxAxisIntake_1.TaxAxisIntake, { userContext: userContext, initialProfile: initialProfile, onProspect: handleProspect, onFullAnalysis: handleFullAnalysis })));
@@ -426,8 +447,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
426
447
  }
427
448
  switch (step) {
428
449
  case 'PROSPECT_REPORT':
429
- return (react_1.default.createElement(ShellContainer, null,
430
- react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
450
+ 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 }))));
431
451
  case 'DOCUMENT_UPLOAD':
432
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  return (react_1.default.createElement(ShellContainer, null,
433
453
  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
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511
  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 })));
492
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  case 'CLIENT_REPORT':
493
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  return (react_1.default.createElement(ShellContainer, { fullWidth: true },
494
- react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap, engineRawOutput: (_a = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _a !== void 0 ? _a : llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput })));
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+ react_1.default.createElement(TaxAxisClientReport_1.TaxAxisClientReport, { profile: profile, userContext: userContext, onBack: () => setStep('DASHBOARD'), onNavigatePreparer: () => setStep('PREPARER_WORKPAPER'), liveStrategies: adapted === null || adapted === void 0 ? void 0 : adapted.strategies, liveComputedMap: adapted === null || adapted === void 0 ? void 0 : adapted.computedMap, engineRawOutput: (_c = llmResult === null || llmResult === void 0 ? void 0 : llmResult.rawOutput) !== null && _c !== void 0 ? _c : llmResult === null || llmResult === void 0 ? void 0 : llmResult.engineOutput })));
495
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  case 'PREPARER_WORKPAPER':
496
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  return (react_1.default.createElement(ShellContainer, { fullWidth: true },
497
- 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 })));
517
+ 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 })));
498
518
  case 'PRESENTATION':
499
519
  return (react_1.default.createElement(ShellContainer, { fullWidth: true },
500
520
  react_1.default.createElement(TaxAxisPresentationMode_1.TaxAxisPresentationMode, { profile: profile, userContext: userContext, onBack: () => setStep(isProspectFlow ? 'PROSPECT_REPORT' : 'DASHBOARD') })));
package/lib/tax-axis/components/intake/IntakeCtaCards.d.ts CHANGED
@@ -1,9 +1,15 @@
1
1
  import React from "react";
2
- import { UserContext } from "../../lib/types";
2
+ import type { ClientProfile, UserContext } from "../../lib/types";
3
+ interface ProspectReadiness {
4
+ ready: boolean;
5
+ missingFields: string[];
6
+ }
7
+ export declare function isProspectReady(profile: Partial<ClientProfile>): ProspectReadiness;
3
8
  interface IntakeCtaCardsProps {
9
+ profile: Partial<ClientProfile>;
4
10
  onProspect: () => void;
5
11
  onFullAnalysis: () => void;
6
12
  userContext?: UserContext;
7
13
  }
8
- export declare function IntakeCtaCards({ onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
14
+ export declare function IntakeCtaCards({ profile, onProspect, onFullAnalysis, userContext, }: IntakeCtaCardsProps): React.JSX.Element;
9
15
  export {};
package/lib/tax-axis/components/intake/IntakeCtaCards.js CHANGED
@@ -1,21 +1,84 @@
1
1
  "use strict";
2
- var __importDefault = (this && this.__importDefault) || function (mod) {
3
- return (mod && mod.__esModule) ? mod : { "default": mod };
2
+ var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
3
+ if (k2 === undefined) k2 = k;
4
+ var desc = Object.getOwnPropertyDescriptor(m, k);
5
+ if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
6
+ desc = { enumerable: true, get: function() { return m[k]; } };
7
+ }
8
+ Object.defineProperty(o, k2, desc);
9
+ }) : (function(o, m, k, k2) {
10
+ if (k2 === undefined) k2 = k;
11
+ o[k2] = m[k];
12
+ }));
13
+ var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
14
+ Object.defineProperty(o, "default", { enumerable: true, value: v });
15
+ }) : function(o, v) {
16
+ o["default"] = v;
17
+ });
18
+ var __importStar = (this && this.__importStar) || function (mod) {
19
+ if (mod && mod.__esModule) return mod;
20
+ var result = {};
21
+ if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
22
+ __setModuleDefault(result, mod);
23
+ return result;
4
24
  };
5
25
  Object.defineProperty(exports, "__esModule", { value: true });
26
+ exports.isProspectReady = isProspectReady;
6
27
  exports.IntakeCtaCards = IntakeCtaCards;
7
- const react_1 = __importDefault(require("react"));
28
+ const react_1 = __importStar(require("react"));
8
29
  const TaxAxisButton_1 = require("../shared/TaxAxisButton");
9
30
  const TaxAxisBadge_1 = require("../shared/TaxAxisBadge");
10
- function IntakeCtaCards({ onProspect, onFullAnalysis, userContext = "expert", }) {
31
+ function isProspectReady(profile) {
32
+ const missing = [];
33
+ if (!profile.entity)
34
+ missing.push("Entity Type");
35
+ if (!profile.states || profile.states.length === 0)
36
+ missing.push("States of Operation");
37
+ if (!profile.federalRate)
38
+ missing.push("Federal Marginal Rate");
39
+ if (!profile.stateRate)
40
+ missing.push("State Marginal Rate");
41
+ if (!profile.taxDataYears)
42
+ missing.push("Tax Data Years Available");
43
+ if (!profile.riskTolerance)
44
+ missing.push("Client Risk Tolerance");
45
+ const hasFinancial = parseFloat(profile.netIncome || "0") > 0 ||
46
+ parseFloat(profile.equipmentPurchased || "0") > 0 ||
47
+ parseFloat(profile.capitalGains || "0") > 0 ||
48
+ parseFloat(profile.revenue || "0") > 0;
49
+ if (!hasFinancial)
50
+ missing.push("Annual Revenue or Net Income (at least one > 0)");
51
+ return { ready: missing.length === 0, missingFields: missing };
52
+ }
53
+ function IntakeCtaCards({ profile, onProspect, onFullAnalysis, userContext = "expert", }) {
54
+ const [showTooltip, setShowTooltip] = (0, react_1.useState)(false);
55
+ const { ready, missingFields } = isProspectReady(profile);
11
56
  return (react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3" },
12
57
  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" },
13
58
  react_1.default.createElement("div", { className: "text-[11px] font-bold text-tax-axis-orange uppercase tracking-widest mb-2.5 font-tax-axis-body" }, "Prospect Report"),
14
59
  react_1.default.createElement("div", { className: "text-xs text-tax-axis-text-3 font-tax-axis-body mb-3" }, "Top 3 strategies \u00B7 Savings ranges \u00B7 ~2 min \u00B7 No docs"),
15
60
  react_1.default.createElement("div", { className: "flex-1" }),
16
- react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: onProspect, className: "w-full text-xs" }, userContext === "cpa-firm-client"
17
- ? "Generate My Savings Report"
18
- : "Generate Prospect Report")),
61
+ react_1.default.createElement("div", { className: "relative", onMouseEnter: () => !ready && setShowTooltip(true), onMouseLeave: () => setShowTooltip(false) },
62
+ react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "orange", onClick: ready ? onProspect : undefined, className: `w-full text-xs ${!ready ? "opacity-40 cursor-not-allowed" : ""}`, disabled: !ready }, userContext === "cpa-firm-client"
63
+ ? "Generate My Savings Report"
64
+ : "Generate Prospect Report"),
65
+ !ready && showTooltip && (react_1.default.createElement("div", { style: {
66
+ position: "absolute",
67
+ bottom: "calc(100% + 8px)",
68
+ left: 0,
69
+ right: 0,
70
+ background: "#1a1f3d",
71
+ border: "1px solid #2a2f5d",
72
+ borderRadius: 8,
73
+ padding: "10px 12px",
74
+ zIndex: 50,
75
+ boxShadow: "0 4px 24px rgba(0,0,0,0.5)",
76
+ } },
77
+ react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: "#f97316", marginBottom: 6, textTransform: "uppercase", letterSpacing: "0.1em" } }, "Required to generate:"),
78
+ missingFields.map((f) => (react_1.default.createElement("div", { key: f, style: { fontSize: 11, color: "#94a3b8", marginBottom: 2, display: "flex", alignItems: "center", gap: 6 } },
79
+ react_1.default.createElement("span", { style: { color: "#f97316", fontSize: 9 } }, "\u25CF"),
80
+ " ",
81
+ f))))))),
19
82
  react_1.default.createElement("div", { className: "bg-tax-axis-surface border border-tax-axis-teal rounded-xl p-4 min-h-[140px] flex flex-col transition-all", style: {
20
83
  background: "radial-gradient(ellipse at 50% 0%,rgba(36,131,132,0.06) 0%,transparent 70%) #0F1330",
21
84
  boxShadow: "0 0 30px rgba(36,131,132,0.15)",
package/lib/tax-axis/components/intake/TaxAxisIntake.js CHANGED
@@ -32,7 +32,7 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
32
32
  react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),
33
33
  react_1.default.createElement(RefineAnalysisSection_1.RefineAnalysisSection, { userContext: userContext }),
34
34
  react_1.default.createElement(CpaIntakeQuestionsSection_1.CpaIntakeQuestionsSection, { userContext: userContext }),
35
- react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
35
+ react_1.default.createElement(IntakeCtaCards_1.IntakeCtaCards, { profile: profile, onProspect: handleProspect, onFullAnalysis: handleFull, userContext: userContext })),
36
36
  react_1.default.createElement("div", { className: "hidden sm:block sm:sticky sm:top-5 sm:self-start" },
37
37
  react_1.default.createElement(StrategyRadar_1.StrategyRadar, { profile: profile })))));
38
38
  }
package/lib/tax-axis/components/processing/TaxAxisProcessing.d.ts CHANGED
@@ -5,5 +5,9 @@ export interface TaxAxisProcessingProps extends TaxAxisScreenProps {
5
5
  profile?: ClientProfile;
6
6
  /** Set to true by the shell poller when stage===REPORT_READY is detected. */
7
7
  reportReady?: boolean;
8
+ /** Override crawl speed. Default: 0.27%/tick (full analysis ~110s). Prospect report: use ~6 for ~15s. */
9
+ crawlStep?: number;
10
+ /** 'prospect' shows lightweight stages without document parsing steps */
11
+ mode?: 'full' | 'prospect';
8
12
  }
9
- export declare function TaxAxisProcessing({ onComplete, profile, reportReady, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
13
+ export declare function TaxAxisProcessing({ onComplete, profile, reportReady, crawlStep, mode, userContext: _userContext, }: TaxAxisProcessingProps): React.JSX.Element;
package/lib/tax-axis/components/processing/TaxAxisProcessing.js CHANGED
@@ -31,8 +31,21 @@ const CRAWL_TICK_MS = 300; // interval between crawl ticks
31
31
  const CRAWL_STEP = 0.27; // % added each tick → 0.27 / 0.3s = 0.9%/s
32
32
  const FINISH_MS = 400; // ms to animate from 99% → 100% once ready
33
33
  const STAGE_ADVANCE_MS = 3200; // how often the displayed stage advances
34
- function buildStages(profile) {
34
+ function buildStages(profile, mode) {
35
35
  var _a;
36
+ const entity = (profile === null || profile === void 0 ? void 0 : profile.entity) || "your business";
37
+ const stateCount = ((_a = profile === null || profile === void 0 ? void 0 : profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
38
+ const bizName = (profile === null || profile === void 0 ? void 0 : profile.bizName) || "your business";
39
+ if (mode === 'prospect') {
40
+ return [
41
+ `Classifying ${entity} profile`,
42
+ "Injecting IRS 2026 + OBBBA parameters",
43
+ `Screening 25 strategies across ${stateCount} state${stateCount > 1 ? "s" : ""}`,
44
+ "Computing deterministic tax math",
45
+ "Generating strategy narratives",
46
+ `Assembling prospect report for ${bizName}`,
47
+ ];
48
+ }
36
49
  if (!profile) {
37
50
  return [
38
51
  "Parsing source documents",
@@ -42,9 +55,6 @@ function buildStages(profile) {
42
55
  "Generating IRS citations",
43
56
  ];
44
57
  }
45
- const entity = profile.entity || "your business";
46
- const stateCount = ((_a = profile.states) === null || _a === void 0 ? void 0 : _a.length) || 1;
47
- const bizName = profile.bizName || "your business";
48
58
  const base = [
49
59
  "Parsing source documents",
50
60
  "Injecting IRS 2026 parameters",
@@ -60,10 +70,16 @@ function buildStages(profile) {
60
70
  base.push("Screening 30 eligible strategies", "Computing deterministic tax math", "Cross-validating source documents", "Generating IRS citations", `Assembling TaxAxis report for ${bizName}`);
61
71
  return base;
62
72
  }
63
- function TaxAxisProcessing({ onComplete, profile, reportReady = false, userContext: _userContext = "expert", }) {
64
- const stages = (0, react_1.useMemo)(() => buildStages(profile), [profile]);
73
+ function TaxAxisProcessing({ onComplete, profile, reportReady = false, crawlStep, mode, userContext: _userContext = "expert", }) {
74
+ const stages = (0, react_1.useMemo)(() => buildStages(profile, mode), [profile, mode]);
65
75
  const [progress, setProgress] = (0, react_1.useState)(0);
66
76
  const [stageIdx, setStageIdx] = (0, react_1.useState)(0);
77
+ const effectiveCrawlStep = crawlStep !== null && crawlStep !== void 0 ? crawlStep : CRAWL_STEP;
78
+ // Stable refs so effects don't restart when props change after mount
79
+ const crawlStepRef = (0, react_1.useRef)(effectiveCrawlStep);
80
+ const onCompleteRef = (0, react_1.useRef)(onComplete);
81
+ (0, react_1.useEffect)(() => { crawlStepRef.current = effectiveCrawlStep; }, [effectiveCrawlStep]);
82
+ (0, react_1.useEffect)(() => { onCompleteRef.current = onComplete; }, [onComplete]);
67
83
  const finishingRef = (0, react_1.useRef)(false);
68
84
  const completedRef = (0, react_1.useRef)(false);
69
85
  // Track current progress in a ref so the finish animation can read it synchronously
@@ -97,7 +113,7 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
97
113
  progressRef.current = v;
98
114
  setProgress(v);
99
115
  };
100
- // ── Crawl: 0 → 80% — skipped entirely if reportReady already true on mount ──
116
+ // ── Crawl: 0 → 99% — runs once on mount, reads crawlStepRef so prop changes don't restart it ──
101
117
  (0, react_1.useEffect)(() => {
102
118
  if (reportReady || finishingRef.current)
103
119
  return;
@@ -106,14 +122,14 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
106
122
  clearInterval(iv);
107
123
  return;
108
124
  }
109
- const next = Math.min(progressRef.current + CRAWL_STEP, CRAWL_CEILING);
125
+ const next = Math.min(progressRef.current + crawlStepRef.current, CRAWL_CEILING);
110
126
  setProgressSync(next);
111
127
  if (next >= CRAWL_CEILING)
112
128
  clearInterval(iv);
113
129
  }, CRAWL_TICK_MS);
114
130
  return () => clearInterval(iv);
115
- // reportReady intentionally in deps: if it arrives before mount effect runs, skip crawl
116
- }, [reportReady]);
131
+ // eslint-disable-next-line react-hooks/exhaustive-deps
132
+ }, []);
117
133
  // ── Stage labels: advance every STAGE_ADVANCE_MS ─────────────────
118
134
  (0, react_1.useEffect)(() => {
119
135
  const iv = setInterval(() => {
@@ -142,7 +158,7 @@ function TaxAxisProcessing({ onComplete, profile, reportReady = false, userConte
142
158
  setProgressSync(100);
143
159
  if (!completedRef.current) {
144
160
  completedRef.current = true;
145
- setTimeout(onComplete, 150);
161
+ setTimeout(() => onCompleteRef.current(), 150);
146
162
  }
147
163
  }
148
164
  };
package/lib/tax-axis/components/prospectReport/ProspectNextSteps.js CHANGED
@@ -25,7 +25,9 @@ function ProspectNextSteps({ sectionNum, bizName, onUpgrade, onPresent, onPrint,
25
25
  bizName,
26
26
  "'s documents to run the full TaxAxis analysis \u2014 computed savings with calculation traces, IRS citations, and a client-ready report."),
27
27
  react_1.default.createElement("div", { style: { display: "flex", gap: 10, flexWrap: "wrap" } },
28
- react_1.default.createElement(GlowBtn, { onClick: onUpgrade }, "Upload Documents"),
28
+ react_1.default.createElement(GlowBtn, { onClick: () => { if (onUpgrade) {
29
+ onUpgrade();
30
+ } } }, "Upload Documents"),
29
31
  react_1.default.createElement(GlowBtn, { onClick: onPresent, style: { fontSize: 13 } }, "Present to Client"),
30
32
  react_1.default.createElement(GlowBtn, { secondary: true, onClick: onPrint, style: { fontSize: 13 } }, "Download PDF")),
31
33
  react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text4, marginTop: 12, fontFamily: theme_1.T.body } }, "Typical turnaround: same day. No obligation until you review the results.")))),
package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.d.ts ADDED
@@ -0,0 +1,2 @@
1
+ import React from "react";
2
+ export declare function ProspectReportSkeleton(): React.JSX.Element;
package/lib/tax-axis/components/prospectReport/ProspectReportSkeleton.js ADDED
@@ -0,0 +1,78 @@
1
+ "use strict";
2
+ var __importDefault = (this && this.__importDefault) || function (mod) {
3
+ return (mod && mod.__esModule) ? mod : { "default": mod };
4
+ };
5
+ Object.defineProperty(exports, "__esModule", { value: true });
6
+ exports.ProspectReportSkeleton = ProspectReportSkeleton;
7
+ const react_1 = __importDefault(require("react"));
8
+ const theme_1 = require("./theme");
9
+ // Dark-themed skeleton shown while generateProspectReport mutation is in-flight
10
+ function Bone({ w = "100%", h = 16, radius = 6, mb = 0 }) {
11
+ return (react_1.default.createElement("div", { style: {
12
+ width: w,
13
+ height: h,
14
+ borderRadius: radius,
15
+ background: `linear-gradient(90deg, ${theme_1.T.surface2} 25%, rgba(255,255,255,0.04) 50%, ${theme_1.T.surface2} 75%)`,
16
+ backgroundSize: "400% 100%",
17
+ animation: "skeletonShimmer 1.6s infinite linear",
18
+ marginBottom: mb,
19
+ flexShrink: 0,
20
+ } }));
21
+ }
22
+ function ProspectReportSkeleton() {
23
+ return (react_1.default.createElement(react_1.default.Fragment, null,
24
+ react_1.default.createElement("style", null, `
25
+ @keyframes skeletonShimmer {
26
+ 0% { background-position: 100% 0 }
27
+ 100% { background-position: -100% 0 }
28
+ }
29
+ `),
30
+ react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 16, padding: "36px 32px 28px", marginBottom: 24, boxShadow: theme_1.T.shadowLg, overflow: "hidden" } },
31
+ react_1.default.createElement("div", { style: { height: 4, background: `linear-gradient(90deg,${theme_1.T.accent},${theme_1.T.orange})`, marginBottom: 24, borderRadius: 2 } }),
32
+ react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", marginBottom: 20 } },
33
+ react_1.default.createElement(Bone, { w: 120, h: 12 }),
34
+ react_1.default.createElement(Bone, { w: 80, h: 12 })),
35
+ react_1.default.createElement(Bone, { w: "45%", h: 10, mb: 12 }),
36
+ react_1.default.createElement(Bone, { w: "70%", h: 36, mb: 12 }),
37
+ react_1.default.createElement(Bone, { w: "50%", h: 14, mb: 24 }),
38
+ react_1.default.createElement("div", { style: { height: 1, background: theme_1.T.border, marginBottom: 20 } }),
39
+ react_1.default.createElement(Bone, { w: "55%", h: 44, mb: 12 }),
40
+ react_1.default.createElement(Bone, { w: "30%", h: 12 })),
41
+ react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
42
+ react_1.default.createElement(Bone, { w: "40%", h: 10, mb: 16 }),
43
+ react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr", gap: 16 } }, [1, 2, 3].map(i => (react_1.default.createElement("div", { key: i },
44
+ react_1.default.createElement(Bone, { w: "60%", h: 28, mb: 8 }),
45
+ react_1.default.createElement(Bone, { w: "80%", h: 10 })))))),
46
+ react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
47
+ react_1.default.createElement(Bone, { w: "25%", h: 10, mb: 16 }),
48
+ react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [1, 2, 3, 4].map(i => (react_1.default.createElement("div", { key: i },
49
+ react_1.default.createElement(Bone, { w: "70%", h: 22, mb: 8 }),
50
+ react_1.default.createElement(Bone, { w: "80%", h: 10 })))))),
51
+ react_1.default.createElement("div", { style: { marginBottom: 24 } },
52
+ react_1.default.createElement(Bone, { w: "30%", h: 10, mb: 12 }),
53
+ react_1.default.createElement(Bone, { w: "100%", h: 2, mb: 16 }),
54
+ react_1.default.createElement(Bone, { w: "100%", h: 14, mb: 8 }),
55
+ react_1.default.createElement(Bone, { w: "95%", h: 14, mb: 8 }),
56
+ react_1.default.createElement(Bone, { w: "80%", h: 14 })),
57
+ [1, 2, 3].map(i => (react_1.default.createElement("div", { key: i, style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", marginBottom: 14, boxShadow: theme_1.T.shadow } },
58
+ react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", marginBottom: 20 } },
59
+ react_1.default.createElement("div", { style: { display: "flex", gap: 14, alignItems: "center" } },
60
+ react_1.default.createElement("div", { style: { width: 34, height: 34, borderRadius: "50%", background: theme_1.T.surface2 } }),
61
+ react_1.default.createElement("div", null,
62
+ react_1.default.createElement(Bone, { w: 160, h: 16, mb: 8 }),
63
+ react_1.default.createElement(Bone, { w: 100, h: 10 }))),
64
+ react_1.default.createElement("div", { style: { textAlign: "right" } },
65
+ react_1.default.createElement(Bone, { w: 90, h: 22, mb: 6 }),
66
+ react_1.default.createElement(Bone, { w: 80, h: 10 }))),
67
+ react_1.default.createElement(Bone, { w: "100%", h: 12, mb: 6 }),
68
+ react_1.default.createElement(Bone, { w: "90%", h: 12, mb: 6 }),
69
+ react_1.default.createElement(Bone, { w: "75%", h: 12, mb: 16 }),
70
+ react_1.default.createElement(Bone, { w: "100%", h: 12, mb: 6 }),
71
+ react_1.default.createElement(Bone, { w: "85%", h: 12 })))),
72
+ react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", justifyContent: "center", gap: 10, padding: "20px 0", color: theme_1.T.text4, fontFamily: theme_1.T.body, fontSize: 12 } },
73
+ react_1.default.createElement("div", { style: { width: 6, height: 6, borderRadius: "50%", background: theme_1.T.accent, animation: "pulse 1s infinite" } }),
74
+ "Generating your prospect report\u2026"),
75
+ react_1.default.createElement("style", null, `
76
+ @keyframes pulse { 0%,100%{opacity:1} 50%{opacity:0.3} }
77
+ `)));
78
+ }
package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts CHANGED
@@ -1,10 +1,16 @@
1
1
  import React from "react";
2
2
  import type { Strategy, ClientProfile, ComputedMap } from "../../lib/types";
3
+ export interface LlmStrategyNarrative {
4
+ whyItMatters: string;
5
+ whatWeDo: string;
6
+ }
3
7
  interface ProspectStrategyCardProps {
4
8
  strategy: Strategy;
5
9
  index: number;
6
10
  profile: ClientProfile;
7
11
  computed: ComputedMap;
12
+ /** LLM-generated narrative — when present, overrides all static/computed text */
13
+ llmNarrative?: LlmStrategyNarrative;
8
14
  }
9
- export declare function ProspectStrategyCard({ strategy: s, index: i, profile, computed }: ProspectStrategyCardProps): React.JSX.Element;
15
+ export declare function ProspectStrategyCard({ strategy: s, index: i, profile, computed, llmNarrative }: ProspectStrategyCardProps): React.JSX.Element;
10
16
  export {};
package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.js CHANGED
@@ -8,17 +8,19 @@ const react_1 = __importDefault(require("react"));
8
8
  const strategyNarrative_1 = require("../../lib/data/strategyNarrative");
9
9
  const strategyProspect_1 = require("../../lib/data/strategyProspect");
10
10
  const theme_1 = require("./theme");
11
- function ProspectStrategyCard({ strategy: s, index: i, profile, computed }) {
12
- var _a, _b;
11
+ function ProspectStrategyCard({ strategy: s, index: i, profile, computed, llmNarrative }) {
12
+ var _a, _b, _c, _d;
13
13
  const p = strategyProspect_1.STRATEGY_PROSPECT[s.rank];
14
14
  const narr = strategyNarrative_1.STRATEGY_NARRATIVE[s.rank];
15
15
  const c = computed.get(s.rank);
16
- const whyText = narr ? narr.whyMatters(profile) : strategyNarrative_1.NARRATIVE_FALLBACK.whyMatters(s);
17
- const breakdownText = narr ? narr.breakdown(profile, c) : strategyNarrative_1.NARRATIVE_FALLBACK.breakdown(s, c);
18
- const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || strategyNarrative_1.NARRATIVE_FALLBACK.whySpecialist(s);
19
- const nextText = narr ? narr.nextSteps : strategyNarrative_1.NARRATIVE_FALLBACK.nextSteps(s);
20
16
  const scaledLo = Math.round(((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) / 1000);
21
17
  const scaledHi = Math.round(((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi) / 1000);
18
+ // When LLM narrative is provided, use it for whyItMatters and whatWeDo.
19
+ // HOW SAVINGS BREAK DOWN and WHY YOU NEED A SPECIALIST remain deterministic.
20
+ const whyText = (_c = llmNarrative === null || llmNarrative === void 0 ? void 0 : llmNarrative.whyItMatters) !== null && _c !== void 0 ? _c : (narr ? narr.whyMatters(profile) : strategyNarrative_1.NARRATIVE_FALLBACK.whyMatters(s));
21
+ const breakdownText = narr ? narr.breakdown(profile, c) : strategyNarrative_1.NARRATIVE_FALLBACK.breakdown(s, c);
22
+ const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || strategyNarrative_1.NARRATIVE_FALLBACK.whySpecialist(s);
23
+ const nextText = (_d = llmNarrative === null || llmNarrative === void 0 ? void 0 : llmNarrative.whatWeDo) !== null && _d !== void 0 ? _d : (narr ? narr.nextSteps : strategyNarrative_1.NARRATIVE_FALLBACK.nextSteps(s));
22
24
  return (react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "24px 28px", boxShadow: theme_1.T.shadow } },
23
25
  react_1.default.createElement("div", { style: { display: "flex", alignItems: "flex-start", justifyContent: "space-between", marginBottom: 16 } },
24
26
  react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 14 } },
package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts CHANGED
@@ -1,9 +1,41 @@
1
1
  import React from "react";
2
2
  import type { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
3
+ import type { LlmStrategyNarrative } from "./ProspectStrategyCard";
4
+ /** LLM output payload shape returned by generateProspectReport mutation */
5
+ export interface LlmOutputPayload {
6
+ execSummary: string;
7
+ strategyNarratives: Record<string, LlmStrategyNarrative>;
8
+ additionalStrategiesBlurb: string;
9
+ }
10
+ /** Backend-computed math payload */
11
+ export interface BackendComputePayload {
12
+ savingsLo: number;
13
+ savingsHi: number;
14
+ eligibleCount: number;
15
+ highPriorityCount: number;
16
+ quickWinCount: number;
17
+ gapBlock: {
18
+ currentTax: number;
19
+ optimizedTax: number;
20
+ realizedSavings: number;
21
+ realizedPctOfCurrent: number;
22
+ fedRatePct: number;
23
+ stateRatePct: number;
24
+ };
25
+ barData: Array<{
26
+ name: string;
27
+ mid: number;
28
+ pct: number;
29
+ }>;
30
+ }
3
31
  export interface TaxAxisProspectReportProps extends TaxAxisScreenProps {
4
32
  profile: ClientProfile;
33
+ /** When provided (from generateProspectReport mutation), all math comes from backend */
34
+ backendComputePayload?: BackendComputePayload | null;
35
+ /** LLM-generated narrative text from the mutation */
36
+ outputPayload?: LlmOutputPayload | null;
5
37
  onUpgrade?: () => void;
6
38
  onPresent?: () => void;
7
39
  onReset?: () => void;
8
40
  }
9
- export declare function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }: TaxAxisProspectReportProps): React.JSX.Element;
41
+ export declare function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }: TaxAxisProspectReportProps): React.JSX.Element;