@paro.io/expert-shared-components 1.14.72 → 1.14.74

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/intake/ClientParametersSection.js

@@ -80,6 +80,13 @@ function ClientParametersSection({ userContext = "expert", }) {
             setValue("period", "YTD");
         }
     }, [isCurrentOrFuture, setValue]);
+    // Auto-select 21% federal rate for C-Corporations (flat TCJA rate)
+    const selectedEntity = watch("entity");
+    react_1.default.useEffect(() => {
+        if (selectedEntity === "C-Corporation") {
+            setValue("federalRate", "21%");
+        }
+    }, [selectedEntity, setValue]);
     const [expanded, setExpanded] = (0, react_1.useState)(true);
     return (react_1.default.createElement(TaxAxisCard_1.TaxAxisCard, null,
         react_1.default.createElement("div", { onClick: () => setExpanded((prev) => !prev), className: "flex items-center justify-between cursor-pointer", style: { marginBottom: expanded ? 14 : 0 } },

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/RefineAnalysisSection.js

@@ -42,7 +42,7 @@ const SSTB_OPTIONS = ["Yes", "No", "Unsure"];
 const REAL_ESTATE_OPTIONS = ["No", "Yes — Commercial", "Yes — Residential", "Yes — Both"];
 const ITEMIZES_OPTIONS = ["Yes", "No", "Unsure"];
 const SINGLE_OWNER_OPTIONS = ["Yes", "No"];
-const FEDERAL_RATE_OPTIONS = ["10%", "12%", "22%", "24%", "32%", "35%", "37%"];
+const FEDERAL_RATE_OPTIONS = ["10%", "12%", "21%", "22%", "24%", "32%", "35%", "37%"];
 const TAX_DATA_YEARS_OPTIONS = ["1 year", "2 years", "3 years", "4 years", "5 years"];
 // Risk Tolerance: mock stores first char ("1"-"5") as value.
 // NOTE: intakeDefaultValues sets riskTolerance to "M" (spec) but the mock

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

@@ -110,7 +110,7 @@ function StrategyRadar({ profile }) {
     // so [profile] as a dep would never re-fire the memo on field changes
     const profileKey = JSON.stringify(profile);
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profileKey]);
-    const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
+    const fedRate = entity === "C-Corporation" ? 0.21 : parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
     const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
     const netIncome = parseInt((profile.netIncome || "0").replace(/,/g, "")) || Math.round(rev * 0.3);
     let loSum = eligibleStrategies.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);

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/intake/intakeSchema.js

@@ -59,33 +59,33 @@ exports.intakeSchema = Yup.object().shape({
     period: Yup.string().ensure(),
 });
 exports.intakeDefaultValues = {
-    bizName: "",
-    cpaName: "",
+    bizName: "Ironclad Systems, Inc.",
+    cpaName: "Amar",
     entity: "C-Corporation",
-    industry: "Professional Services",
-    revenue: "",
-    netIncome: "",
-    ownerComp: "",
-    employees: "",
-    year: "2026",
-    states: [],
+    industry: "Technology",
+    revenue: "2150000",
+    netIncome: "410000",
+    ownerComp: "405000",
+    employees: "11",
+    year: "2023",
+    states: ["GA"],
     filingStatus: "MFJ",
-    age: "",
+    age: "45",
     sstb: "No",
     ownsRealEstate: "No",
     itemizesDeductions: "No",
-    singleOwner: "Yes",
-    equipmentPurchased: "0",
+    singleOwner: "No",
+    equipmentPurchased: "87000",
     realEstateValue: "0",
     capitalGains: "0",
-    federalRate: "24%",
-    stateRate: "",
+    federalRate: "22%",
+    stateRate: "5.39",
     taxDataYears: "1 year",
     riskTolerance: "3",
     overtimePremium: "0",
     tipIncomePct: "0",
     retirementContributions: "0",
-    hdhpEnrolled: "No",
+    hdhpEnrolled: "Yes",
     hsaContributions: "0",
     wotcHires: "No",
     familyEmployed: "No",

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;

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

@@ -0,0 +1,78 @@
+"use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.ProspectReportSkeleton = ProspectReportSkeleton;
+const react_1 = __importDefault(require("react"));
+const theme_1 = require("./theme");
+// Dark-themed skeleton shown while generateProspectReport mutation is in-flight
+function Bone({ w = "100%", h = 16, radius = 6, mb = 0 }) {
+    return (react_1.default.createElement("div", { style: {
+            width: w,
+            height: h,
+            borderRadius: radius,
+            background: `linear-gradient(90deg, ${theme_1.T.surface2} 25%, rgba(255,255,255,0.04) 50%, ${theme_1.T.surface2} 75%)`,
+            backgroundSize: "400% 100%",
+            animation: "skeletonShimmer 1.6s infinite linear",
+            marginBottom: mb,
+            flexShrink: 0,
+        } }));
+}
+function ProspectReportSkeleton() {
+    return (react_1.default.createElement(react_1.default.Fragment, null,
+        react_1.default.createElement("style", null, `
+        @keyframes skeletonShimmer {
+          0%   { background-position: 100% 0 }
+          100% { background-position: -100% 0 }
+        }
+      `),
+        react_1.default.createElement("div", { style: { background: theme_1.T.surface, border: `1px solid ${theme_1.T.border}`, borderRadius: 16, padding: "36px 32px 28px", marginBottom: 24, boxShadow: theme_1.T.shadowLg, overflow: "hidden" } },
+            react_1.default.createElement("div", { style: { height: 4, background: `linear-gradient(90deg,${theme_1.T.accent},${theme_1.T.orange})`, marginBottom: 24, borderRadius: 2 } }),
+            react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", marginBottom: 20 } },
+                react_1.default.createElement(Bone, { w: 120, h: 12 }),
+                react_1.default.createElement(Bone, { w: 80, h: 12 })),
+            react_1.default.createElement(Bone, { w: "45%", h: 10, mb: 12 }),
+            react_1.default.createElement(Bone, { w: "70%", h: 36, mb: 12 }),
+            react_1.default.createElement(Bone, { w: "50%", h: 14, mb: 24 }),
+            react_1.default.createElement("div", { style: { height: 1, background: theme_1.T.border, marginBottom: 20 } }),
+            react_1.default.createElement(Bone, { w: "55%", h: 44, mb: 12 }),
+            react_1.default.createElement(Bone, { w: "30%", h: 12 })),
+        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(Bone, { w: "40%", h: 10, mb: 16 }),
+            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 },
+                react_1.default.createElement(Bone, { w: "60%", h: 28, mb: 8 }),
+                react_1.default.createElement(Bone, { w: "80%", h: 10 })))))),
+        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(Bone, { w: "25%", h: 10, mb: 16 }),
+            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 },
+                react_1.default.createElement(Bone, { w: "70%", h: 22, mb: 8 }),
+                react_1.default.createElement(Bone, { w: "80%", h: 10 })))))),
+        react_1.default.createElement("div", { style: { marginBottom: 24 } },
+            react_1.default.createElement(Bone, { w: "30%", h: 10, mb: 12 }),
+            react_1.default.createElement(Bone, { w: "100%", h: 2, mb: 16 }),
+            react_1.default.createElement(Bone, { w: "100%", h: 14, mb: 8 }),
+            react_1.default.createElement(Bone, { w: "95%", h: 14, mb: 8 }),
+            react_1.default.createElement(Bone, { w: "80%", h: 14 })),
+        [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 } },
+            react_1.default.createElement("div", { style: { display: "flex", justifyContent: "space-between", marginBottom: 20 } },
+                react_1.default.createElement("div", { style: { display: "flex", gap: 14, alignItems: "center" } },
+                    react_1.default.createElement("div", { style: { width: 34, height: 34, borderRadius: "50%", background: theme_1.T.surface2 } }),
+                    react_1.default.createElement("div", null,
+                        react_1.default.createElement(Bone, { w: 160, h: 16, mb: 8 }),
+                        react_1.default.createElement(Bone, { w: 100, h: 10 }))),
+                react_1.default.createElement("div", { style: { textAlign: "right" } },
+                    react_1.default.createElement(Bone, { w: 90, h: 22, mb: 6 }),
+                    react_1.default.createElement(Bone, { w: 80, h: 10 }))),
+            react_1.default.createElement(Bone, { w: "100%", h: 12, mb: 6 }),
+            react_1.default.createElement(Bone, { w: "90%", h: 12, mb: 6 }),
+            react_1.default.createElement(Bone, { w: "75%", h: 12, mb: 16 }),
+            react_1.default.createElement(Bone, { w: "100%", h: 12, mb: 6 }),
+            react_1.default.createElement(Bone, { w: "85%", h: 12 })))),
+        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 } },
+            react_1.default.createElement("div", { style: { width: 6, height: 6, borderRadius: "50%", background: theme_1.T.accent, animation: "pulse 1s infinite" } }),
+            "Generating your prospect report\u2026"),
+        react_1.default.createElement("style", null, `
+        @keyframes pulse { 0%,100%{opacity:1} 50%{opacity:0.3} }
+      `)));
+}

package/lib/tax-axis/components/prospectReport/ProspectStrategyCard.d.ts

@@ -1,10 +1,16 @@
 import React from "react";
 import type { Strategy, ClientProfile, ComputedMap } from "../../lib/types";
+export interface LlmStrategyNarrative {
+    whyItMatters: string;
+    whatWeDo: string;
+}
 interface ProspectStrategyCardProps {
     strategy: Strategy;
     index: number;
     profile: ClientProfile;
     computed: ComputedMap;
+    /** LLM-generated narrative — when present, overrides all static/computed text */
+    llmNarrative?: LlmStrategyNarrative;
 }
-export declare function ProspectStrategyCard({ strategy: s, index: i, profile, computed }: ProspectStrategyCardProps): React.JSX.Element;
+export declare function ProspectStrategyCard({ strategy: s, index: i, profile, computed, llmNarrative }: ProspectStrategyCardProps): React.JSX.Element;
 export {};

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

@@ -8,17 +8,19 @@ const react_1 = __importDefault(require("react"));
 const strategyNarrative_1 = require("../../lib/data/strategyNarrative");
 const strategyProspect_1 = require("../../lib/data/strategyProspect");
 const theme_1 = require("./theme");
-function ProspectStrategyCard({ strategy: s, index: i, profile, computed }) {
-    var _a, _b;
+function ProspectStrategyCard({ strategy: s, index: i, profile, computed, llmNarrative }) {
+    var _a, _b, _c, _d;
     const p = strategyProspect_1.STRATEGY_PROSPECT[s.rank];
     const narr = strategyNarrative_1.STRATEGY_NARRATIVE[s.rank];
     const c = computed.get(s.rank);
-    const whyText = narr ? narr.whyMatters(profile) : strategyNarrative_1.NARRATIVE_FALLBACK.whyMatters(s);
-    const breakdownText = narr ? narr.breakdown(profile, c) : strategyNarrative_1.NARRATIVE_FALLBACK.breakdown(s, c);
-    const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || strategyNarrative_1.NARRATIVE_FALLBACK.whySpecialist(s);
-    const nextText = narr ? narr.nextSteps : strategyNarrative_1.NARRATIVE_FALLBACK.nextSteps(s);
     const scaledLo = Math.round(((_a = c === null || c === void 0 ? void 0 : c.lo) !== null && _a !== void 0 ? _a : s.lo) / 1000);
     const scaledHi = Math.round(((_b = c === null || c === void 0 ? void 0 : c.hi) !== null && _b !== void 0 ? _b : s.hi) / 1000);
+    // When LLM narrative is provided, use it for whyItMatters and whatWeDo.
+    // HOW SAVINGS BREAK DOWN and WHY YOU NEED A SPECIALIST remain deterministic.
+    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));
+    const breakdownText = narr ? narr.breakdown(profile, c) : strategyNarrative_1.NARRATIVE_FALLBACK.breakdown(s, c);
+    const specialistText = (narr === null || narr === void 0 ? void 0 : narr.whySpecialist) || strategyNarrative_1.NARRATIVE_FALLBACK.whySpecialist(s);
+    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));
     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 } },
         react_1.default.createElement("div", { style: { display: "flex", alignItems: "flex-start", justifyContent: "space-between", marginBottom: 16 } },
             react_1.default.createElement("div", { style: { display: "flex", alignItems: "center", gap: 14 } },

package/lib/tax-axis/components/prospectReport/SampleAnalysisPreview.d.ts

@@ -2,6 +2,9 @@ import React from "react";
 interface SampleAnalysisPreviewProps {
     sectionNum: string;
     eligibleCount: number;
+    fedRatePct?: number;
+    stateRatePct?: number;
+    stateCode?: string;
 }
-export declare function SampleAnalysisPreview({ sectionNum, eligibleCount }: SampleAnalysisPreviewProps): React.JSX.Element;
+export declare function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct, stateRatePct, stateCode }: SampleAnalysisPreviewProps): React.JSX.Element;
 export {};

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

@@ -26,7 +26,9 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.SampleAnalysisPreview = SampleAnalysisPreview;
 const react_1 = __importStar(require("react"));
 const theme_1 = require("./theme");
-function SampleAnalysisPreview({ sectionNum, eligibleCount }) {
+function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, stateRatePct = 4.95, stateCode = "IL" }) {
+    const fedRateDecimal = (fedRatePct / 100).toFixed(2);
+    const stateRateDecimal = (stateRatePct / 100).toFixed(4);
     return (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.body } }, sectionNum),
@@ -62,12 +64,12 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount }) {
                     react_1.default.createElement("span", { style: { color: theme_1.T.orange, fontWeight: 700 } }, "\u00B7 illustrative")),
                 react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr auto", gap: "6px 16px", fontSize: 11, fontFamily: theme_1.T.mono, marginBottom: 6 } }, [
                     ["state_income_attributable_to_owner", "$1,750,000"],
-                    ["state_rate", "0.0495 (IL)"],
+                    ["state_rate", `${stateRateDecimal} (${stateCode})`],
                     ["filing_status", "mfj"],
                     ["MAGI_PROXY: net_income", "$1,750,000"],
                     ["EFFECTIVE_SALT_CAP", "$0  (fully phased out by MFJ income)"],
-                    ["federal_marginal_rate", "0.24"],
-                    ["state_credit_rate", "1.00 (IL full credit)"],
+                    ["federal_marginal_rate", fedRateDecimal],
+                    ["state_credit_rate", `1.00 (${stateCode} full credit)`],
                     ["pte_tax_paid", "$86,625"],
                 ].map(([k, v]) => (react_1.default.createElement(react_1.Fragment, { key: k },
                     react_1.default.createElement("span", { style: { color: theme_1.T.text3 } }, k),
@@ -79,8 +81,8 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount }) {
                     { doc: "Form 1120-S", line: "Line 12 \u00B7 Taxes and licenses", field: "pte_tax_paid" },
                     { doc: "Schedule K-1", line: "Box 16, Code A \u00B7 State tax credit info", field: "state_credit_pass_through" },
                     { doc: "Form 1040 Sch A", line: "Line 5a \u00B7 State and local income tax", field: "salt_paid" },
-                    { doc: "State Return (IL-1120-ST)", line: "PTE election line items", field: "pte_election_status" },
-                    { doc: "Parser-injected", line: "state_pte_lookup[IL]", field: "state_credit_rate, pte_deadline" },
+                    { doc: `State Return (${stateCode}-1120-ST)`, line: "PTE election line items", field: "pte_election_status" },
+                    { doc: "Parser-injected", line: `state_pte_lookup[${stateCode}]`, field: "state_credit_rate, pte_deadline" },
                 ].map((s, idx) => (react_1.default.createElement("div", { key: idx, style: { display: "grid", gridTemplateColumns: "1.1fr 1.4fr 1fr", gap: 12, fontSize: 11, fontFamily: theme_1.T.body, padding: "7px 12px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 6 } },
                     react_1.default.createElement("span", { style: { color: theme_1.T.text, fontWeight: 600 } }, s.doc),
                     react_1.default.createElement("span", { style: { color: theme_1.T.text2, fontFamily: theme_1.T.mono, fontSize: 10 } }, s.line),
@@ -102,13 +104,20 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount }) {
                         react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.mono, lineHeight: 1.6 } },
                             "State PTE election form",
                             react_1.default.createElement("br", null),
-                            "(IL: Schedule B, Form IL-1120-ST)",
+                            "(",
+                            stateCode,
+                            ": Schedule B, Form ",
+                            stateCode,
+                            "-1120-ST)",
                             react_1.default.createElement("br", null),
                             "Updated Schedule K-1 (Box 13)"))),
                 react_1.default.createElement("div", { style: { marginTop: 14, paddingTop: 14, borderTop: `1px solid ${theme_1.T.border}`, display: "flex", justifyContent: "space-between", alignItems: "center", gap: 14 } },
                     react_1.default.createElement("div", null,
                         react_1.default.createElement("div", { style: { fontSize: 9, fontWeight: 700, color: theme_1.T.orange, textTransform: "uppercase", letterSpacing: "0.12em", fontFamily: theme_1.T.body, marginBottom: 3 } }, "deadline_flag"),
-                        react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body } }, "Per state_pte_lookup \u2014 IL: file with original return")),
+                        react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body } },
+                            "Per state_pte_lookup \u2014 ",
+                            stateCode,
+                            ": file with original return")),
                     react_1.default.createElement("span", { style: { fontSize: 9, fontWeight: 700, padding: "4px 9px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 4, color: theme_1.T.text3, fontFamily: theme_1.T.mono, letterSpacing: 0.6, textTransform: "uppercase" } }, "algorithm_version V9.0")))),
         react_1.default.createElement("div", { style: { marginTop: 14, padding: "14px 18px", background: `linear-gradient(135deg,${theme_1.T.accentBg} 0%,rgba(36,131,132,0.04) 100%)`, border: `1px solid ${theme_1.T.accent}`, borderRadius: 10, display: "flex", alignItems: "center", gap: 14 } },
             react_1.default.createElement("div", { style: { flex: 1, fontSize: 13, color: theme_1.T.text, fontFamily: theme_1.T.body, lineHeight: 1.55 } },

package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts

@@ -1,9 +1,41 @@
 import React from "react";
 import type { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
+import type { LlmStrategyNarrative } from "./ProspectStrategyCard";
+/** LLM output payload shape returned by generateProspectReport mutation */
+export interface LlmOutputPayload {
+    execSummary: string;
+    strategyNarratives: Record<string, LlmStrategyNarrative>;
+    additionalStrategiesBlurb: string;
+}
+/** Backend-computed math payload */
+export interface BackendComputePayload {
+    savingsLo: number;
+    savingsHi: number;
+    eligibleCount: number;
+    highPriorityCount: number;
+    quickWinCount: number;
+    gapBlock: {
+        currentTax: number;
+        optimizedTax: number;
+        realizedSavings: number;
+        realizedPctOfCurrent: number;
+        fedRatePct: number;
+        stateRatePct: number;
+    };
+    barData: Array<{
+        name: string;
+        mid: number;
+        pct: number;
+    }>;
+}
 export interface TaxAxisProspectReportProps extends TaxAxisScreenProps {
     profile: ClientProfile;
+    /** When provided (from generateProspectReport mutation), all math comes from backend */
+    backendComputePayload?: BackendComputePayload | null;
+    /** LLM-generated narrative text from the mutation */
+    outputPayload?: LlmOutputPayload | null;
     onUpgrade?: () => void;
     onPresent?: () => void;
     onReset?: () => void;
 }
-export declare function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }: TaxAxisProspectReportProps): React.JSX.Element;
+export declare function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }: TaxAxisProspectReportProps): React.JSX.Element;

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

@@ -35,47 +35,56 @@ 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, _h;
     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) ═══
+    // ═══ RAW 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 rawLo = 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 rawHi = 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 : (profile.entity === "C-Corporation" ? 21 : (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);
+    // ═══ SAVINGS CAP — headline savings cannot exceed total tax liability ═══
+    const currentTaxK = Math.round(currentTax / 1000);
+    let displayHi = Math.min(rawHi, currentTaxK);
+    let displayLo = Math.min(rawLo, Math.round(currentTax * 0.6 / 1000));
+    // If cap squashed lo close to hi, re-spread to maintain a meaningful range
+    if (displayHi > 0 && displayLo >= displayHi * 0.9) {
+        displayLo = Math.round(displayHi / 3);
+    }
+    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 +95,16 @@ 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 +116,30 @@ 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 ${theme_1.T.border}`, borderRadius: 14, padding: "20px 24px", marginBottom: 24, boxShadow: theme_1.T.shadow } },
             react_1.default.createElement("div", { style: { fontSize: 10, fontWeight: 700, color: theme_1.T.text4, textTransform: "uppercase", letterSpacing: "0.12em", marginBottom: 12, fontFamily: theme_1.T.mono } }, "SAVINGS DISTRIBUTION"),
             barData.map((b, i) => (react_1.default.createElement("div", { key: i, style: { display: "flex", alignItems: "center", gap: 10, marginBottom: i < barData.length - 1 ? 8 : 0 } },
@@ -151,7 +159,10 @@ function TaxAxisProspectReport({ profile, onUpgrade, onPresent, onReset, }) {
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.mono } }, "02"),
                 react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, textTransform: "uppercase", letterSpacing: "0.12em", color: theme_1.T.text4, fontFamily: theme_1.T.body } }, "RECOMMENDED STRATEGIES")),
             react_1.default.createElement("div", { style: { height: 2, background: theme_1.T.accent, width: 48, marginBottom: 16 } }),
-            react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed }))))),
+            react_1.default.createElement("div", { style: { display: "flex", flexDirection: "column", gap: 14 } }, top3.map((s, i) => {
+                var _a;
+                return (react_1.default.createElement(ProspectStrategyCard_1.ProspectStrategyCard, { key: s.rank, strategy: s, index: i, profile: profile, computed: computed, llmNarrative: (_a = outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.strategyNarratives) === null || _a === void 0 ? void 0 : _a[`S${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"),
@@ -162,12 +173,10 @@ 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(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length, fedRatePct: fedRatePct, stateRatePct: stateRatePct, stateCode: ((_h = profile.states) === null || _h === void 0 ? void 0 : _h[0]) || "IL" }),
         react_1.default.createElement(ProspectDocuments_1.ProspectDocuments, { sectionNum: sectionNums.documents, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }),
         react_1.default.createElement(ProspectNextSteps_1.ProspectNextSteps, { sectionNum: sectionNums.nextSteps, bizName: bizName, onUpgrade: onUpgrade, onPresent: onPresent, onPrint: handlePrint, onReset: onReset, confirmReset: confirmReset, onConfirmResetChange: setConfirmReset })));
 }

package/lib/tax-axis/lib/compute/index.js

@@ -48,6 +48,8 @@ function filterEligibleStrategies(profile) {
             return false;
         if (s.needsOwnerComp && ownerComp <= 0)
             return false;
+        if (s.rank === 8 && (profile.ownsRealEstate || "No") === "No")
+            return false;
         return true;
     });
 }
@@ -62,7 +64,7 @@ function computeAllStrategies(profile) {
     const age = parseInt(profile.age || "45") || 45;
     const hsaExisting = (0, exports.parseNum)(profile.hsaContributions);
     const retirementExisting = (0, exports.parseNum)(profile.retirementContributions);
-    const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
+    const fedRate = profile.entity === "C-Corporation" ? 0.21 : parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
     const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
     const combinedRate = fedRate + stateRate;
     const seTaxRate = 0.153;
@@ -133,7 +135,7 @@ function computeAllStrategies(profile) {
         const hsaLimit = 8550;
         const hsaAdditional = Math.max(hsaLimit - hsaExisting, 0);
         const hsaSavings = Math.round(hsaAdditional * (combinedRate + 0.0765));
-        results.set(9, { lo: Math.max(Math.round(hsaSavings * 0.90), 0), hi: Math.max(Math.round(hsaSavings * 1.05), 0),
+        results.set(9, { lo: Math.max(Math.round(hsaSavings * 0.80), 0), hi: Math.max(Math.round(hsaSavings * 1.15), 0),
             sources: [{ doc: "Intake", line: "HSA", value: `$${hsaExisting.toLocaleString()}`, field: "YTD Contributions" }, { doc: "IRS 2026", line: "Rev. Proc.", value: "$8,550", field: "Family Limit" }],
             trace: [{ n: 1, step: "2026 family limit", formula: "Rev. Proc. 2025-32", result: "$8,550", src: "IRS" }, { n: 2, step: "Already contributed", formula: "W-2 Box 12 Code W", result: `$${hsaExisting.toLocaleString()}`, src: "Intake" }, { n: 3, step: "Remaining room", formula: `8,550 \u2212 ${hsaExisting.toLocaleString()}`, result: `$${hsaAdditional.toLocaleString()}`, src: "Computed" }, { n: 4, step: "Tax savings", formula: `${hsaAdditional.toLocaleString()} \u00D7 ${((combinedRate + 0.0765) * 100).toFixed(1)}%`, result: `$${hsaSavings.toLocaleString()}`, src: "Triple tax" }] });
     }
@@ -165,5 +167,11 @@ function computeAllStrategies(profile) {
             results.set(rank, Object.assign(Object.assign({}, v), { lo: Math.round(v.hi / 3.0) }));
         }
     }
+    // Safety net: ensure lo and hi don't round to same K (prevents "$XK–$XK" display)
+    for (const [rank, v] of results) {
+        if (v.hi > 0 && v.lo > 0 && Math.round(v.lo / 1000) >= Math.round(v.hi / 1000)) {
+            results.set(rank, Object.assign(Object.assign({}, v), { lo: Math.round(v.hi * 0.85) }));
+        }
+    }
     return results;
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.72",
+  "version": "1.14.74",
   "description": "",
   "main": "lib/index.js",
   "scripts": {