@paro.io/expert-shared-components 1.14.77 → 1.14.79

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

@@ -1,3 +1,3 @@
 import type { TaxAxisShellProps } from './types';
-export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }: TaxAxisShellProps) => JSX.Element;
+export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, qboRedirectUri, onQboDisconnect, expertId, qboConnected, qboCompanyName, }: TaxAxisShellProps) => JSX.Element;
 export default TaxAxisShell;

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -148,7 +148,7 @@ function ShellContainer({ children, fullWidth = false, }) {
     return (react_1.default.createElement("div", { className: 'min-h-screen bg-tax-axis-navy text-white font-tax-axis-body' },
         react_1.default.createElement("div", { className: 'max-w-[960px] mx-auto px-5 py-7' }, children)));
 }
-const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }) => {
+const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, qboRedirectUri, onQboDisconnect, expertId, qboConnected, qboCompanyName, }) => {
     const [step, setStep] = (0, react_1.useState)('SESSION_SETUP');
     const [profile, setProfile] = (0, react_1.useState)(initialProfile ? Object.assign({}, initialProfile) : null);
     const [sessionId, setSessionId] = (0, react_1.useState)(initialSessionId || null);
@@ -556,13 +556,15 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                             });
                         }), jobId: sessionId || undefined, onSaveReviewedField: (documentId, reviewedData) => __awaiter(void 0, void 0, void 0, function* () {
                             yield taxAxisApi.saveReviewedData(documentId, reviewedData);
-                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP'), qboConnected: qboConnectedState, qboCompanyName: qboCompanyNameState, qboAuthorizeUrl: qboAuthorizeUrl, qboClientConfirmed: qboConnectedState, onImportQboReport: taxAxisApi.importQboReport ? handleImportQboReport : undefined, onQboConnected: (companyName) => {
+                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP'), qboConnected: qboConnectedState, qboCompanyName: qboCompanyNameState, qboAuthorizeUrl: qboAuthorizeUrl, qboRedirectUri: qboRedirectUri, qboClientConfirmed: qboConnectedState, onImportQboReport: taxAxisApi.importQboReport ? handleImportQboReport : undefined, onQboConnected: (companyName) => {
                             setQboConnectedState(true);
                             setQboCompanyNameState(companyName);
-                        }, onQboDisconnected: () => {
+                        }, onQboDisconnected: () => __awaiter(void 0, void 0, void 0, function* () {
+                            if (onQboDisconnect)
+                                yield onQboDisconnect();
                             setQboConnectedState(false);
                             setQboCompanyNameState(null);
-                        } })));
+                        }) })));
             case 'PROCESSING':
                 return (react_1.default.createElement(ShellContainer, null,
                     react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, reportReady: reportReady, onComplete: () => setStep('DASHBOARD') })));

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

@@ -15,6 +15,8 @@ export type TaxAxisShellProps = {
     };
     qboAuthorizeUrl?: string;
     qboGetClientsUrl?: string;
+    qboRedirectUri?: string;
+    onQboDisconnect?: () => Promise<void>;
     expertId?: string;
     qboConnected?: boolean;
     qboCompanyName?: string | null;

package/lib/tax-axis/components/documents/TaxAxisDocuments.d.ts

@@ -31,6 +31,7 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     qboConnected?: boolean;
     qboCompanyName?: string | null;
     qboAuthorizeUrl?: string;
+    qboRedirectUri?: string;
     onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string) => Promise<any>;
     onQboConnected?: (companyName: string) => void;
     onQboDisconnected?: () => void;
@@ -40,4 +41,4 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     }[]) => void;
     qboClientConfirmed?: boolean;
 }
-export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed: _qboClientConfirmed, }: TaxAxisDocumentsProps): React.JSX.Element;

package/lib/tax-axis/components/documents/TaxAxisDocuments.js

@@ -77,7 +77,7 @@ const TIER_DEFS = [
         ids: [],
     },
 ];
-function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", qboConnected = false, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }) {
+function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", qboConnected = false, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed: _qboClientConfirmed, }) {
     var _a, _b, _c, _d, _e, _f, _g, _h;
     const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(entityType !== null && entityType !== void 0 ? entityType : undefined), [entityType]);
     // Build tier defs dynamically from the doc spec list so they're always in sync.
@@ -124,6 +124,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
         qboConnected,
         qboCompanyName,
         qboAuthorizeUrl,
+        qboRedirectUri,
         onImportQboReport,
         fetchUploadedDocuments,
         sessionId: jobId,
@@ -134,7 +135,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
     });
     const showQboBanner = !!qboAuthorizeUrl || qboConnected;
     // FIX B: gate document list behind QBO client confirmation or manual skip
-    const [clientConfirmed, setClientConfirmed] = (0, react_1.useState)(!!(qboClientConfirmed || qboConnected || !showQboBanner));
+    const [clientConfirmed, setClientConfirmed] = (0, react_1.useState)(true);
     // Sync when qboConnected prop updates (e.g. localStorage restore in parent)
     (0, react_1.useEffect)(() => {
         if (qboConnected)

package/lib/tax-axis/components/documents/qbo/types.d.ts

@@ -29,6 +29,8 @@ export interface QboFlowProps {
     qboCompanyName?: string | null;
     qboAuthorizeUrl?: string;
     qboGetClientsUrl?: string;
+    /** Override the OAuth redirect URI (e.g. /tax-axis/quickbooks for in-context connect) */
+    qboRedirectUri?: string;
     /** Selected tax year from the session profile — pre-fills the year dropdown */
     profileYear?: number;
     onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string, year?: number) => Promise<any>;

package/lib/tax-axis/components/documents/qbo/useQboFlow.d.ts

@@ -1,5 +1,5 @@
 import type { QboCompany, QboModalStep, QboFlowProps } from "./types";
-export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }: QboFlowProps): {
+export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }: QboFlowProps): {
     modalStep: QboModalStep;
     selectedCompany: QboCompany | null;
     selectedReports: string[];
@@ -10,10 +10,10 @@ export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeU
     companies: QboCompany[];
     openPermissions: () => void;
     openImport: () => void;
-    handlePermissionsContinue: () => void;
+    handlePermissionsContinue: () => Promise<void>;
     handleCompanySelected: (company: QboCompany) => void;
     handleReportsConfirmed: (reportIds: string[]) => Promise<void>;
     handleMappingConfirm: () => Promise<void>;
-    handleDisconnect: () => void;
+    handleDisconnect: () => Promise<void>;
     closeModal: () => void;
 };

package/lib/tax-axis/components/documents/qbo/useQboFlow.js

@@ -21,14 +21,13 @@ function buildCompany(companyName) {
         .join("");
     return { id: "connected", name, initials, color: "#2CA01C" };
 }
-function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }) {
+function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }) {
     const [modalStep, setModalStep] = (0, react_1.useState)("closed");
     const [selectedCompany, setSelectedCompany] = (0, react_1.useState)(qboConnected ? buildCompany(qboCompanyName) : null);
     const [selectedReports, setSelectedReports] = (0, react_1.useState)([]);
     const [selectedYear, setSelectedYear] = (0, react_1.useState)(profileYear !== null && profileYear !== void 0 ? profileYear : new Date().getFullYear());
     const [importStepIndex, setImportStepIndex] = (0, react_1.useState)(0);
     const [error, setError] = (0, react_1.useState)(null);
-    const pollTimerRef = (0, react_1.useRef)(null);
     // Keep selectedYear in sync if profileYear prop changes
     const prevProfileYear = (0, react_1.useRef)(profileYear);
     if (profileYear !== prevProfileYear.current) {
@@ -41,13 +40,6 @@ function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQbo
         if (qboConnected)
             setSelectedCompany(buildCompany(qboCompanyName));
     }, [qboConnected, qboCompanyName]);
-    // Cleanup poll timer on unmount
-    (0, react_1.useEffect)(() => {
-        return () => {
-            if (pollTimerRef.current)
-                clearInterval(pollTimerRef.current);
-        };
-    }, []);
     // ── Already connected: skip straight to report selection ──
     const openImport = (0, react_1.useCallback)(() => {
         setError(null);
@@ -59,40 +51,41 @@ function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQbo
         setError(null);
         setModalStep("permissions");
     }, []);
-    // ── After permissions: start OAuth popup ──
-    const handlePermissionsContinue = (0, react_1.useCallback)(() => {
-        const isDemoMode = typeof window !== "undefined" &&
-            (!qboAuthorizeUrl || window.location.hostname === "localhost");
-        if (isDemoMode) {
-            setSelectedCompany(buildCompany(qboCompanyName));
-            setModalStep("client_selector");
+    // ── After permissions: POST to authorize endpoint to get Intuit OAuth URL, then open popup ──
+    const handlePermissionsContinue = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
+        if (!qboAuthorizeUrl) {
+            setError("QuickBooks authorization URL is not configured.");
             return;
         }
         setModalStep("oauth_pending");
-        const authorizeUrl = qboAuthorizeUrl;
-        const redirectUri = `${window.location.origin}/integrations-hub/callback`;
-        const authUrl = authorizeUrl.includes("?")
-            ? `${authorizeUrl}&redirectUri=${encodeURIComponent(redirectUri)}`
-            : `${authorizeUrl}?redirectUri=${encodeURIComponent(redirectUri)}`;
-        const popup = window.open(authUrl, "qbo_oauth", "width=600,height=700,scrollbars=yes");
-        // Poll for popup close — parent will re-fetch EPS and update qboConnected prop
-        let elapsed = 0;
-        pollTimerRef.current = setInterval(() => {
-            elapsed += 500;
-            if (popup && popup.closed) {
-                if (pollTimerRef.current)
-                    clearInterval(pollTimerRef.current);
-                // Parent prop update will trigger the useEffect above to set selectedCompany
-                setModalStep("client_selector");
+        try {
+            const redirectUri = qboRedirectUri !== null && qboRedirectUri !== void 0 ? qboRedirectUri : `${window.location.origin}/integrations-hub/callback`;
+            const res = yield fetch(qboAuthorizeUrl, {
+                method: "POST",
+                headers: { "Content-Type": "application/json" },
+                body: JSON.stringify({ redirectUri, environment: "sandbox" }),
+            });
+            if (!res.ok) {
+                throw new Error(`Authorization request failed: ${res.status}`);
             }
-            if (elapsed >= 120000) {
-                if (pollTimerRef.current)
-                    clearInterval(pollTimerRef.current);
-                setError("QuickBooks authorization timed out. Please try again.");
-                setModalStep("closed");
+            const data = yield res.json();
+            if (!data.authUri) {
+                throw new Error("No authorization URL returned.");
             }
-        }, 500);
-    }, [qboAuthorizeUrl, qboCompanyName]);
+            // Persist session context so the callback page can resume the correct session
+            if (sessionId) {
+                localStorage.setItem("taxaxis_pending_session", JSON.stringify({ sessionId, ts: Date.now() }));
+            }
+            localStorage.setItem("current_integration", "quickbooks");
+            // Full-page redirect — same as integrations hub. Intuit will redirect back
+            // to the registered redirectUri (/tax-axis/quickbooks) when complete.
+            window.location.href = data.authUri;
+        }
+        catch (err) {
+            setError(err.message || "Failed to start QuickBooks authorization.");
+            setModalStep("closed");
+        }
+    }), [qboAuthorizeUrl, qboRedirectUri, sessionId]);
     // ── Company selected ──
     const handleCompanySelected = (0, react_1.useCallback)((company) => {
         setSelectedCompany(company);
@@ -173,14 +166,16 @@ function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQbo
     const handleMappingConfirm = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
         yield handleReportsConfirmed(selectedReports);
     }), [handleReportsConfirmed, selectedReports]);
-    const handleDisconnect = (0, react_1.useCallback)(() => {
+    const handleDisconnect = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
+        if (!window.confirm("Are you sure you want to disconnect QuickBooks? This will stop data imports for this account."))
+            return;
         setSelectedCompany(null);
         setSelectedReports([]);
         setImportStepIndex(0);
         setModalStep("closed");
         if (onQboDisconnected)
-            onQboDisconnected();
-    }, [onQboDisconnected]);
+            yield onQboDisconnected();
+    }), [onQboDisconnected]);
     const closeModal = (0, react_1.useCallback)(() => {
         setModalStep("closed");
         setError(null);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.77",
+  "version": "1.14.79",
   "description": "",
   "main": "lib/index.js",
   "scripts": {