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

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

@@ -35,47 +35,48 @@ const SampleAnalysisPreview_1 = require("./SampleAnalysisPreview");
 const ProspectDocuments_1 = require("./ProspectDocuments");
 const ProspectNextSteps_1 = require("./ProspectNextSteps");
 const ProspectPrintView_1 = require("./ProspectPrintView");
-function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
+function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }) {
+    var _a, _b, _c, _d, _e, _f, _g;
     const bizName = profile.bizName || "Client";
     const [confirmReset, setConfirmReset] = (0, react_1.useState)(false);
     const [printMode, setPrintMode] = (0, react_1.useState)(false);
-    // ═══ ELIGIBLE STRATEGIES ═══
+    // ═══ ELIGIBLE STRATEGIES (client-side, for rendering strategy cards) ═══
     const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
     const high = eligible.filter(s => s.priority === "HIGH");
     const quick = eligible.filter(s => s.priority === "QUICK WIN");
-    // Top 3 by score for the sales narrative
     const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
     const remaining = eligible.length - top3.length;
     const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
-    // ═══ SAVINGS RANGE (dynamic computation) ═══
+    // ═══ SAVINGS RANGE — backend-authoritative when available ═══
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
-    const displayLo = Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0) / 1000);
-    const displayHi = Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0) / 1000);
-    // Savings bar chart data — top 3 strategies with midpoint + percentage
-    const totalMid = eligible.reduce((a, s) => { var _a, _b; const c = computed.get(s.rank); return a + (((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2; }, 0);
-    const barData = top3.map(s => { var _a, _b; const c = computed.get(s.rank); const mid = Math.round((((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2); return { name: s.name, mid, pct: totalMid > 0 ? Math.round(mid / totalMid * 100) : 0 }; });
+    const displayLo = backendComputePayload
+        ? Math.round(backendComputePayload.savingsLo / 1000)
+        : Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0) / 1000);
+    const displayHi = backendComputePayload
+        ? Math.round(backendComputePayload.savingsHi / 1000)
+        : Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0) / 1000);
+    // ═══ GAP BLOCK — backend-authoritative when available ═══
+    const fedRatePct = (_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.fedRatePct) !== null && _a !== void 0 ? _a : (parseFloat((profile.federalRate || "24").replace("%", "")) || 24);
+    const stateRatePct = (_b = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.stateRatePct) !== null && _b !== void 0 ? _b : (parseFloat(profile.stateRate || "4.95") || 4.95);
+    const currentTax = (_c = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.currentTax) !== null && _c !== void 0 ? _c : Math.round(((0, compute_1.parseNum)(profile.netIncome) || Math.round((0, compute_1.parseNum)(profile.revenue) * 0.20))
+        * (fedRatePct + stateRatePct) / 100);
+    const realizedSavings = (_d = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedSavings) !== null && _d !== void 0 ? _d : Math.min(Math.round((displayLo + displayHi) / 2 * 1000 * 0.325), Math.round(currentTax * 0.6));
+    const optimizedTax = (_e = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.optimizedTax) !== null && _e !== void 0 ? _e : (currentTax - realizedSavings);
+    const realizedPctOfCurrent = (_f = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedPctOfCurrent) !== null && _f !== void 0 ? _f : (currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0);
+    // ═══ BAR CHART DATA ═══
+    const barData = (_g = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.barData) !== null && _g !== void 0 ? _g : (() => {
+        const totalMid = eligible.reduce((a, s) => { var _a, _b; const c = computed.get(s.rank); return a + (((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2; }, 0);
+        return top3.map(s => { var _a, _b; const c = computed.get(s.rank); const mid = Math.round((((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) + ((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi)) / 2); return { name: s.name, mid, pct: totalMid > 0 ? Math.round(mid / totalMid * 100) : 0 }; });
+    })();
     const maxMid = Math.max(...barData.map(b => b.mid), 1);
-    // ═══ GAP BLOCK MATH — Current vs Optimized tax position ═══
-    const rev = (0, compute_1.parseNum)(profile.revenue);
-    const netIncome = (0, compute_1.parseNum)(profile.netIncome) || Math.round(rev * 0.20);
-    const fedRatePct = parseFloat((profile.federalRate || "24").replace("%", "")) || 24;
-    const stateRatePct = parseFloat(profile.stateRate || "4.95") || 4.95;
-    const combinedRate = (fedRatePct + stateRatePct) / 100;
-    const currentTax = Math.round(netIncome * combinedRate);
-    const theoreticalMidK = (displayLo + displayHi) / 2;
-    const realizedSavings = Math.min(Math.round(theoreticalMidK * 1000 * 0.325), Math.round(currentTax * 0.6));
-    const optimizedTax = currentTax - realizedSavings;
-    const realizedPctOfCurrent = currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0;
-    // Section numbering — shifts when Additional Strategies section is present
-    const sectionNums = remaining > 0
-        ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }
-        : { recommended: "02", additional: null, sample: "03", documents: "04", nextSteps: "05" };
     // ═══ DOCUMENT GROUPING ═══
     const allDocsNeeded = [...new Set(eligible.flatMap(s => { var _a; return ((_a = strategyProspect_1.STRATEGY_PROSPECT[s.rank]) === null || _a === void 0 ? void 0 : _a.docsNeeded) || []; }))];
     const requiredDocs = ["Profit & Loss Statement (current year)", "Balance Sheet (current year)"];
     const recommendedDocs = ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
     const conditionalDocs = allDocsNeeded.filter(d => !requiredDocs.includes(d) && !recommendedDocs.includes(d)).slice(0, 5);
-    // ═══ PRINT HANDLER ═══
+    const sectionNums = remaining > 0
+        ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }
+        : { recommended: "02", additional: null, sample: "03", documents: "04", nextSteps: "05" };
     const handlePrint = () => {
         setPrintMode(true);
         requestAnimationFrame(() => {
@@ -86,18 +87,16 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
             });
         });
     };
-    // ═══ PRINT MODE — Light theme layout ═══
     if (printMode) {
         return (react_1.default.createElement(ProspectPrintView_1.ProspectPrintView, { profile: profile, bizName: bizName, displayLo: displayLo, displayHi: displayHi, currentTax: currentTax, optimizedTax: optimizedTax, realizedSavings: realizedSavings, realizedPctOfCurrent: realizedPctOfCurrent, fedRatePct: fedRatePct, stateRatePct: stateRatePct, eligible: eligible, high: high, quick: quick, top3: top3, computed: computed, fmtTax: compute_1.fmtTax, fmtSavings: compute_1.fmtSavings, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }));
     }
-    // ═══ INTERACTIVE MODE — Dark theme layout ═══
     return (react_1.default.createElement("div", null,
         react_1.default.createElement(ProspectCover_1.ProspectCover, { profile: profile, bizName: bizName, displayLo: displayLo, displayHi: displayHi }),
         react_1.default.createElement(TaxPositionGap_1.TaxPositionGap, { bizName: bizName, currentTax: currentTax, optimizedTax: optimizedTax, realizedSavings: realizedSavings, realizedPctOfCurrent: realizedPctOfCurrent, fedRatePct: fedRatePct, stateRatePct: stateRatePct, eligibleCount: eligible.length, fmtTax: compute_1.fmtTax, fmtSavings: compute_1.fmtSavings }),
         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 } },
             react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.15em", color: theme_1.T.text4, marginBottom: 16, fontFamily: theme_1.T.mono } }, "AT A GLANCE"),
             react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr 1fr 1fr 1fr", gap: 16 } }, [
-                { v: `$${displayLo}K\u2013$${displayHi}K`, l: "Est. Savings" },
+                { v: `$${displayLo}K–$${displayHi}K`, l: "Est. Savings" },
                 { v: String(eligible.length), l: "Strategies Found" },
                 { v: String(high.length), l: "High Impact" },
                 { v: String(quick.length), l: "Quick Wins" },
@@ -109,29 +108,30 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "01"),
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "EXECUTIVE SUMMARY")),
             react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
-            react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } },
-                "We evaluated ",
-                bizName,
-                "'s tax position against 25 federal strategies and identified ",
-                react_1.default.createElement("strong", { style: { color: theme_1.T.white } },
-                    eligible.length,
-                    " applicable opportunities"),
-                " with combined estimated savings of ",
-                react_1.default.createElement("strong", { style: { color: theme_1.T.accentLt } },
-                    "$",
-                    displayLo,
-                    "K\u2013$",
-                    displayHi,
-                    "K annually"),
-                ". ",
-                high.length,
-                " strategies could have significant impact."),
-            react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8 } },
-                "The top ",
-                top3.length,
-                " strategies are detailed below.",
-                quick.length > 0 ? ` ${quick.length} can be implemented this week with no structural changes.` : "",
-                " These are profile-based estimates \u2014 uploading financial documents will refine savings calculations and unlock all 25 strategies.")),
+            (outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.execSummary) ? (react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } }, outputPayload.execSummary)) : (react_1.default.createElement(react_1.default.Fragment, null,
+                react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8, marginBottom: 12 } },
+                    "We evaluated ",
+                    bizName,
+                    "'s tax position against 25 federal strategies and identified ",
+                    react_1.default.createElement("strong", { style: { color: theme_1.T.white } },
+                        eligible.length,
+                        " applicable opportunities"),
+                    " with combined estimated savings of ",
+                    react_1.default.createElement("strong", { style: { color: theme_1.T.accentLt } },
+                        "$",
+                        displayLo,
+                        "K\u2013$",
+                        displayHi,
+                        "K annually"),
+                    ". ",
+                    high.length,
+                    " strategies could have significant impact."),
+                react_1.default.createElement("div", { style: { fontSize: 14, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.8 } },
+                    "The top ",
+                    top3.length,
+                    " strategies are detailed below.",
+                    quick.length > 0 ? ` ${quick.length} can be implemented this week with no structural changes.` : "",
+                    " These are profile-based estimates \u2014 uploading financial documents will refine savings calculations and unlock all 25 strategies.")))),
         react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 14, padding: "20px 24px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
             react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: theme_1.T.text4, textTransform: "uppercase", letterSpacing: "0.12em", marginBottom: 12, fontFamily: theme_1.T.mono } }, "SAVINGS DISTRIBUTION"),
             barData.map((b, i) => (react_1.default.createElement("div", { key: i, style: { display: "flex", alignItems: "center", gap: 10, marginBottom: i < barData.length - 1 ? 8 : 0 } },
@@ -151,7 +151,10 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "02"),
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "RECOMMENDED STRATEGIES")),
             react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
-            react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed }))))),
+            react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => {
+                var _a;
+                return (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed, llmNarrative: (_a = outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.strategyNarratives) === null || _a === void 0 ? void 0 : _a[`S${s.rank}`] }));
+            }))),
         remaining > 0 && (react_1.default.createElement("div", { style: { marginBottom: 24 } },
             react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "03"),
@@ -162,10 +165,8 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
                     "+ ",
                     remaining,
                     " more strategies identified"),
-                react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } },
-                    "Including: ",
-                    remainingNames.join(", "),
-                    remaining > 4 ? " and more" : ""),
+                react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } }, (outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.additionalStrategiesBlurb)
+                    || `Including: ${remainingNames.join(", ")}${remaining > 4 ? " and more" : ""}`),
                 react_1.default.createElement("div", { style: { fontSize: 12, color: theme_1.T.text3, fontFamily: theme_1.T.body, lineHeight: 1.6, borderLeft: `3px solid ${theme_1.T.accent}`, paddingLeft: 12 } }, "Full analysis with documents unlocks specific savings estimates for every eligible strategy.")))),
         react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length }),
         react_1.default.createElement(ProspectDocuments_1.ProspectDocuments, { sectionNum: sectionNums.documents, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }),

package/lib/tax-axis/lib/documentFieldCatalog.d.ts

@@ -1,18 +1,13 @@
-export interface CatalogFieldDef {
-    label?: string;
+export interface FieldDef {
+    label: string;
     sourceRef?: string;
 }
 export interface CatalogSection {
     head: string;
     fields: string[];
 }
-export interface CatalogEntry {
+export interface DocumentCatalogEntry {
     sections: CatalogSection[];
-    fields: Record<string, CatalogFieldDef>;
+    fields: Record<string, FieldDef>;
 }
-/**
- * Keyed by documentType string returned by the backend in parsedData.documentType.
- * When DocumentReviewModal receives parsedData, it looks up the documentType here
- * to get section groupings and field labels. Falls back to flat rendering if no entry.
- */
-export declare const DOCUMENT_FIELD_CATALOG: Record<string, CatalogEntry>;
+export declare const DOCUMENT_FIELD_CATALOG: Record<string, DocumentCatalogEntry>;