@taxbit/react-sdk 3.0.0-beta.0 → 3.0.0-beta.1

package/README.md

@@ -130,6 +130,25 @@ If the `realTimeTinValidation` prop is set to `true`, the W-9 form will perform
 
 The date format can be set to `mdy` (month-day-year), `dmy` (day-month-year), or `ymd` (year-month-day). The default is `mdy`.
 
+### Adaptive Mode
+
+Adaptive mode allows the questionnaire to intelligently skip steps and fields that already contain valid data, creating a more efficient user experience when updating or re-submitting tax documentation. The `adaptiveMode` prop accepts three values:
+
+- `'full'` (default): Normal behavior with no skipping. All steps and fields are shown regardless of existing data.
+- `'skipEdit'`: Skip steps and fields that contain valid data, but allow users to edit them from the summary screen. This provides a streamlined experience while maintaining full editing capability.
+- `'skipLock'`: Skip steps and fields that contain valid data and lock them from editing. Only fields with missing or invalid data will be shown.
+
+```jsx
+<TaxbitQuestionnaire
+  data={existingData}
+  bearerToken="bearer token goes here"
+  questionnaire="W-FORM"
+  adaptiveMode="skipEdit" // or "skipLock" or "full"
+/>
+```
+
+Adaptive mode is particularly useful when users are updating their tax documentation or when you have pre-filled data from previous submissions. The component will automatically skip entire steps if all required fields on that step are valid, and within steps, it will hide fields that already have valid values.
+
 ### Region and Proxy Domain
 
 The `region` prop can be set to either `US` or `EU` to determine which regional server the component will connect to. The default is `US`. The `proxyDomain` prop can be set to a custom domain to route requests through a proxy server. This is useful in environments where direct access to the Taxbit servers is restricted. If not provided, the component will connect directly to the Taxbit servers based on the selected region.
@@ -357,6 +376,14 @@ type QuestionnaireType = 'DPS' | 'W-FORM' | 'SELF-CERT';
 
 ## Changelog
 
+### Version 3.0.0-beta.1
+
+- Bug fix, DOM on summary screen in adaptive mode had extraneous div.
+
+### Version 3.0.0-beta.0
+
+- Adaptive mode. W-Form support
+
 ### Version 2.5.0-beta.0
 
 - New support for country-specific TIN and VAT warnings.

package/dist/taxbit-react-sdk.js

@@ -4418,7 +4418,9 @@ const zl = le(pr).map((e) => ({
   ...e,
   label: e.value
 })), wl = le(
-  Ca
+  Ca.filter(
+    (e) => e !== "NON_REPORTING_FINANCIAL_INSTITUTION"
+  )
 );
 le(
   hr
@@ -6143,7 +6145,7 @@ const xl = (e) => {
   RegardedOwnerTreatyClaims: "regardedOwnerTreatyClaims",
   RegardedOwnerUsTinValidation: "regardedOwnerUsTinValidation",
   Summary: "summary"
-}, ud = "3.0.0-beta.0", Yi = (e) => e === "yes", F = (e) => e === void 0 ? void 0 : e === "yes", md = (e) => ({
+}, ud = "3.0.0-beta.1", Yi = (e) => e === "yes", F = (e) => e === void 0 ? void 0 : e === "yes", md = (e) => ({
   // 14
   isQiCertified: F(
     e.accountHolderIsQiCertified || e.regardedOwnerIsQiCertified
@@ -18631,7 +18633,7 @@ const x = ({ name: e }) => {
   }, [l, b, c, i, m, n]), /* @__PURE__ */ k("footer", { "aria-label": "Form Actions", className: "taxbit-footer", children: [
     R ? /* @__PURE__ */ t("div", { className: "taxbit-error-message", children: R }) : s ? /* @__PURE__ */ t("div", { className: "taxbit-info-message", children: s }) : null,
     /* @__PURE__ */ k("div", { className: "taxbit-step-actions", children: [
-      /* @__PURE__ */ k("div", { className: "taxbit-secondary-actions", children: [
+      (e || o) && /* @__PURE__ */ k("div", { className: "taxbit-secondary-actions", children: [
         e && /* @__PURE__ */ t("button", { onClick: e, type: "button", className: "taxbit-button", children: I("back") }),
         o && /* @__PURE__ */ t("button", { onClick: o, type: "button", className: "taxbit-button", children: I("reset") })
       ] }),