\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n
\r\n \r\n )}\r\n
\r\n
\n 
\n TaxCast \n
\n);\n\nexport default DrawerHeader;\n","import React from 'react';\r\nimport {\r\n List,\r\n ListItem,\r\n ListItemIcon,\r\n ListItemText,\r\n makeStyles,\r\n} from '@material-ui/core';\r\nimport { useHistory } from 'react-router-dom';\r\nimport { Home as HomeIcon, Search as SearchIcon } from '@material-ui/icons';\r\nimport { useIsAuthenticated } from '@azure/msal-react';\r\n\r\nconst useStyles = makeStyles((theme) => ({\r\n text: {\r\n color: theme.palette.primary.main,\r\n },\r\n}));\r\n\r\nconst NavList = () => {\r\n const history = useHistory();\r\n const classes = useStyles();\r\n const isAuthenticated = useIsAuthenticated();\r\n\r\n const navHome = () => history.push('/');\r\n const navClientProfile = () => history.push('/clients/search');\r\n\r\n return (\r\n <>\r\n {isAuthenticated && (\r\n - \r\n
- \r\n
\n
\n );\n};\n\nexport default WorkingItems;\n","import React, { useState } from 'react';\nimport { Divider, Drawer, makeStyles } from '@material-ui/core';\nimport clsx from 'clsx';\n\nimport DrawerHeader from './components/DrawerHeader';\nimport NavList from './components/NavList';\nimport ExpandButton from './components/ExpandButton';\nimport UserUtils from './components/UserUtils';\nimport WorkingItems from './components/WorkingItems';\n\nconst useStyles = makeStyles((theme) => ({\n drawer: {\n flexShrink: 0,\n whiteSpace: 'nowrap',\n },\n paper: {\n backgroundColor: theme.navDrawer.backgroundColor,\n display: 'flex',\n flexDirection: 'column',\n },\n drawerOpen: {\n overflowX: 'hidden',\n width: theme.navDrawer.openWidth,\n transition: theme.transitions.create('width', {\n easing: theme.transitions.easing.sharp,\n duration: theme.transitions.duration.enteringScreen,\n }),\n },\n drawerClose: {\n width: theme.navDrawer.closeWidth,\n overflowX: 'hidden',\n transition: theme.transitions.create('width', {\n easing: theme.transitions.easing.sharp,\n duration: theme.transitions.duration.leavingScreen,\n }),\n },\n}));\n\nconst NavDrawer = () => {\n const classes = useStyles();\n const [open, setOpen] = useState(false);\n\n const toggleDrawer = () => {\n setOpen((openState) => !openState);\n };\n\n return (\n <>\n - \n {loadedClient && loadedClient.id && (\n
\r\n
\r\n
\r\n
\r\n
\r\n
\n {value === index && children}\n
\n);\n\nFSTabPanel.propTypes = {\n children: PropTypes.element.isRequired,\n value: PropTypes.number.isRequired,\n index: PropTypes.number.isRequired,\n id: PropTypes.string.isRequired,\n labelBy: PropTypes.string.isRequired,\n};\n","/* eslint-disable import/prefer-default-export */\r\nexport const categoryTypes = {\r\n ordinaryIncome: 'ordinaryIncome',\r\n capitalGains: 'capitalGains',\r\n deductions: 'deductions',\r\n};\r\n\r\nexport const categoryDisplayMap = {\r\n ordinaryIncome: 'Ordinary Income',\r\n capitalGains: 'Capital Gains',\r\n deductions: 'Deductions',\r\n};\r\n\r\nexport const subcategoryDisplayMap = {\r\n // Ordinary Income\r\n farmIncome: 'Farm Income',\r\n interest: 'Interest',\r\n // iraDistributionRetirementPlanPensions: 'IRA Distribution/Retirement Plan, Pensions',\r\n iraDistribution: 'IRA Distribution/Retirement Plan, Pensions',\r\n nonQualifiedDividends: 'Non-Qualified Dividends',\r\n sCorpDistributions: 'S Corp Distributions',\r\n shortTermCapitalGains: 'Short Term Capital Gains',\r\n soleProprietorshipIncome: 'Sole Proprietorship Income',\r\n taxableSocialSecurity: 'Social Security',\r\n wages: 'Wages',\r\n\r\n // Capital Gains\r\n longTermCapitalGains: 'Long-Term Capital Gains',\r\n qualifiedDividends: 'Qualified Dividends',\r\n\r\n // Deductions\r\n charitableContribution: 'Charitable Contribution',\r\n healthSavingsAccountContribution: 'Health Savings Account Contribution',\r\n medicalExpense: 'Medical Expense',\r\n mortgageInterest: 'Mortgage Interest',\r\n personalPropertyTaxes: 'Personal Property Taxes',\r\n realEstateTaxes: 'Real Estate Taxes',\r\n retirementPlanContribution: 'Retirement Plan Contribution',\r\n stateIncomeTaxes: 'State Income Taxes',\r\n studentLoanInterest: 'Student Loan Interest',\r\n alimony: 'Alimony',\r\n otherDeductionAboveTheLine: 'Other',\r\n otherDeductionBelowTheLine: 'Other',\r\n higherEducationExpense: 'Higher Education Expense',\r\n};\r\n","/* eslint-disable import/prefer-default-export */\r\nimport { filter, forEach, map, pick, sortBy, split } from 'lodash';\r\nimport { categoryTypes } from 'constants/categories';\r\n\r\nexport const normalizedClientProfileProperties = () => {\r\n return [\r\n 'prefix',\r\n 'givenName',\r\n 'middleName',\r\n 'surname',\r\n 'postfix',\r\n 'filingStatus',\r\n 'birthDate',\r\n 'preferredEmailAddress',\r\n 'preferredPhoneNumber',\r\n 'advisorId',\r\n ];\r\n};\r\n\r\nexport const normalizeClientProfile = (clientApiData) => {\r\n const client = pick(clientApiData, normalizedClientProfileProperties());\r\n\r\n client.fullName = `${client.givenName} ${client.surname}`;\r\n\r\n return { ...client, id: clientApiData.id.toString() };\r\n};\r\n\r\nexport const normalizeForecast = (forecastApiData) => {\r\n const norm = pick(forecastApiData, ['name', 'notes', 'advisorId']);\r\n const yearList = split(forecastApiData.yearList, ',');\r\n\r\n // Support for filing status by tax year\r\n const filingStatusByYearList = split(\r\n forecastApiData.filingStatusByYearList,\r\n ','\r\n );\r\n\r\n return {\r\n ...norm,\r\n yearList,\r\n id: forecastApiData.id.toString(),\r\n filingStatusByYearList,\r\n };\r\n};\r\n\r\nexport const normalizeTransaction = (transaction) => {\r\n const norm = pick(transaction, [\r\n 'id',\r\n 'clientProfileId',\r\n 'forecastId',\r\n 'category',\r\n 'subcategory',\r\n 'name',\r\n 'value',\r\n 'taxYear',\r\n 'notes',\r\n 'displaySequence',\r\n 'charitableContributionTypeValue',\r\n 'salePrice',\r\n 'basisAmount',\r\n 'isQualifiedBusinessIncome',\r\n 'isSpecifiedServiceOrTradeBusiness',\r\n 'w2WagesPaidByBusiness',\r\n 'qualifiedPropertyAmountOwnedByBusiness',\r\n 'isSection199AReitDividend',\r\n 'associatedWith',\r\n ]);\r\n // return { ...norm };\r\n return {\r\n ...norm,\r\n taxYear: transaction.taxYear.toString(),\r\n value: transaction.value.toString(),\r\n };\r\n};\r\n\r\nconst filterTransactions = (transactions, year, categoryType) => {\r\n const filtered = filter(\r\n transactions,\r\n ({ taxYear, category }) =>\r\n taxYear.toString() === year && category === categoryType\r\n );\r\n\r\n const normalizedTransactions = map(filtered, (data) =>\r\n normalizeTransaction(data)\r\n );\r\n\r\n return sortBy(normalizedTransactions, 'displaySequence');\r\n};\r\n\r\nexport const normalizeTransactions = (transactions, yearList) => {\r\n const taxYears = {};\r\n\r\n forEach(yearList, (year) => {\r\n taxYears[year] = {\r\n ordinaryIncome: filterTransactions(\r\n transactions,\r\n year,\r\n categoryTypes.ordinaryIncome\r\n ),\r\n capitalGains: filterTransactions(\r\n transactions,\r\n year,\r\n categoryTypes.capitalGains\r\n ),\r\n deductions: filterTransactions(\r\n transactions,\r\n year,\r\n categoryTypes.deductions\r\n ),\r\n };\r\n });\r\n\r\n return taxYears;\r\n};\r\n\r\nexport const normalizeTransactionSpread = (transactions) => {\r\n return transactions.map((tx) => normalizeTransaction(tx));\r\n};\r\n","/* eslint-disable import/prefer-default-export */\r\nimport axios from 'axios';\r\n\r\nimport { forEach } from 'lodash';\r\n\r\nimport { baseUrl } from 'constants/api';\r\nimport { canDoRollover, needToCatchUp } from 'lib/utils/forecastUtils';\r\nimport {\r\n normalizeClientProfile,\r\n normalizeForecast,\r\n normalizeTransaction,\r\n normalizeTransactionSpread,\r\n normalizeTransactions,\r\n} from './utils';\r\n\r\nexport const getClientData = (id, availableTaxTableYear) =>\r\n axios.get(`${baseUrl}/api/canvases/${id}`).then(({ data }) => {\r\n const client = normalizeClientProfile(data.clientProfile);\r\n\r\n // BCL: Updated to support extending outdated forecasts\r\n // and/or rolling forecasts foreward when new tax\r\n // tables are available.\r\n // This must be done before normalizing the forecast.\r\n const needsToCatchUp = needToCatchUp(data.forecast);\r\n const canRollover = canDoRollover(data.forecast, availableTaxTableYear);\r\n\r\n const forecast = normalizeForecast(data.forecast);\r\n forecast.years = normalizeTransactions(\r\n data.transactions,\r\n forecast.yearList\r\n );\r\n\r\n return { client, forecast, needsToCatchUp, canRollover };\r\n });\r\n\r\nexport const createTransaction = (transactionDetail) =>\r\n axios\r\n .post(`${baseUrl}/api/transactions`, transactionDetail)\r\n .then(({ data }) => normalizeTransactionSpread(data));\r\n\r\nexport const moveTransaction = (updateDetails) =>\r\n axios.patch(`${baseUrl}/api/transactions/${updateDetails.id}`, updateDetails);\r\n\r\nexport const editTransaction = (transaction) =>\r\n axios\r\n .put(`${baseUrl}/api/transactions/${transaction.id}`, transaction)\r\n .then(() => normalizeTransaction(transaction));\r\n\r\nexport const deleteTransaction = (id, forecastId) =>\r\n axios.delete(`${baseUrl}/api/forecasts/${forecastId}/transactions/${id}`);\r\n\r\nexport const runCalculations = (clientProfileId, forecastId, advisorId) =>\r\n axios\r\n .post(`${baseUrl}/api/calculations`, {\r\n clientProfileId,\r\n forecastId,\r\n advisorId,\r\n })\r\n .then(({ data }) => data);\r\n\r\nexport const patchForecast = (\r\n clientProfileId,\r\n forecastId,\r\n taxYear,\r\n filingStatus\r\n) =>\r\n axios\r\n .patch(`${baseUrl}/api/forecasts/${forecastId}`, {\r\n clientProfileId,\r\n taxYear,\r\n filingStatus,\r\n })\r\n .then(() => {});\r\n\r\nexport const createTransactionSpread = (transactions) => {\r\n forEach(transactions, (tx) => {\r\n createTransaction(tx);\r\n });\r\n};\r\n\r\nexport const getForecast = (clientProfileId, forecastId) =>\r\n axios.get(\r\n `${baseUrl}/api/client-profiles/${clientProfileId}/forecasts/${forecastId}`\r\n );\r\n\r\nexport const putForecast = (forecast) =>\r\n axios.put(`${baseUrl}/api/forecasts/${forecast.id}`, forecast);\r\n","/* eslint-disable import/prefer-default-export */\r\n\r\n// Catchup: The forecast is behind meaning it is not\r\n// representing current year plus nine (9) years.\r\nexport const needToCatchUp = (forecast) => {\r\n const currentYear = new Date().getFullYear();\r\n const years = forecast.yearList.split(',');\r\n const latestYear = years[years.length - 1];\r\n const expectedLatestYear = currentYear + 9;\r\n return latestYear < expectedLatestYear;\r\n};\r\n\r\nexport const numberOfYearsToCatchUp = (forecast) => {\r\n const currentYear = new Date().getFullYear();\r\n const years = forecast.yearList; // The yearList property is already normalized to an array.\r\n const latestYear = years[years.length - 1];\r\n const expectedLatestYear = currentYear + 9;\r\n return expectedLatestYear - latestYear;\r\n};\r\n\r\n// Rollover: The forecast is NOT behind BUT a new year may be added due to\r\n// availability of new tax table values. The association with\r\n// new tax table values is incidental but is generally close to\r\n// the end of the calendar year.\r\nexport const canDoRollover = (forecast, taxTablesYear) => {\r\n const currentYear = new Date().getFullYear();\r\n const years = forecast.yearList.split(',');\r\n const latestYear = years[years.length - 1];\r\n const expectedLatestYear = currentYear + 9;\r\n return +latestYear === +expectedLatestYear && taxTablesYear > currentYear;\r\n};\r\n","/* eslint-disable import/prefer-default-export */\r\nimport { categoryTypes } from './categories';\r\n\r\nexport const toolBoxData = {\r\n ordinaryIncome: [\r\n {\r\n id: 'toolbox-farmIncome',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Farm Income',\r\n },\r\n {\r\n id: 'toolbox-interest',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Interest',\r\n },\r\n {\r\n // id: 'toolbox-iraDistributionRetirementPlanPensions',\r\n id: 'toolbox-iraDistribution',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'IRA Distribution / Retirement Plan, Pensions',\r\n },\r\n {\r\n id: 'toolbox-nonQualifiedDividends',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Non-Qualified Dividends',\r\n },\r\n {\r\n id: 'toolbox-sCorpDistributions',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'S Corp Distributions',\r\n },\r\n {\r\n id: 'toolbox-shortTermCapitalGains',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Short Term Capital Gains',\r\n },\r\n {\r\n id: 'toolbox-soleProprietorshipIncome',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Sole Proprietorship Income',\r\n },\r\n {\r\n id: 'toolbox-taxableSocialSecurity',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Social Security',\r\n },\r\n {\r\n id: 'toolbox-wages',\r\n type: categoryTypes.ordinaryIncome,\r\n name: 'Wages',\r\n },\r\n ],\r\n capitalGains: [\r\n {\r\n id: 'toolbox-longTermCapitalGains',\r\n type: categoryTypes.capitalGains,\r\n name: 'Long-Term Capital Gains',\r\n },\r\n {\r\n id: 'toolbox-qualifiedDividends',\r\n type: categoryTypes.capitalGains,\r\n name: 'Qualified Dividends',\r\n },\r\n ],\r\n deductions: [\r\n {\r\n id: 'toolbox-charitableContribution',\r\n type: categoryTypes.deductions,\r\n name: 'Charitable Contribution',\r\n },\r\n {\r\n id: 'toolbox-healthSavingsAccountContribution',\r\n type: categoryTypes.deductions,\r\n name: 'Health Savings Account Contribution',\r\n },\r\n {\r\n id: 'toolbox-medicalExpense',\r\n type: categoryTypes.deductions,\r\n name: 'Medical Expense',\r\n },\r\n {\r\n id: 'toolbox-mortgageInterest',\r\n type: categoryTypes.deductions,\r\n name: 'Mortgage Interest',\r\n },\r\n {\r\n id: 'toolbox-personalPropertyTaxes',\r\n type: categoryTypes.deductions,\r\n name: 'Personal Property Taxes',\r\n },\r\n {\r\n id: 'toolbox-realEstateTaxes',\r\n type: categoryTypes.deductions,\r\n name: 'Real Estate Taxes',\r\n },\r\n {\r\n id: 'toolbox-retirementPlanContribution',\r\n type: categoryTypes.deductions,\r\n name: 'Retirement Plan Contribution',\r\n },\r\n {\r\n id: 'toolbox-stateIncomeTaxes',\r\n type: categoryTypes.deductions,\r\n name: 'State Income Taxes',\r\n },\r\n {\r\n id: 'toolbox-studentLoanInterest',\r\n type: categoryTypes.deductions,\r\n name: 'Student Loan Interest',\r\n },\r\n {\r\n id: 'toolbox-alimony',\r\n type: categoryTypes.deductions,\r\n name: 'Alimony',\r\n },\r\n {\r\n id: 'toolbox-otherDeductionAboveTheLine',\r\n type: categoryTypes.deductions,\r\n name: 'Other',\r\n },\r\n {\r\n id: 'toolbox-otherDeductionBelowTheLine',\r\n type: categoryTypes.deductions,\r\n name: 'Other',\r\n },\r\n ],\r\n};\r\n","/* eslint-disable import/prefer-default-export */\r\n/* eslint max-lines: [2, {\"max\": 250, \"skipComments\": true, \"skipBlankLines\": true}] */\r\nimport React from 'react';\r\nimport { find, split } from 'lodash';\r\nimport { toast } from 'react-toastify';\r\n\r\nimport * as taxCastApi from 'api/taxCast';\r\nimport { toolBoxData } from 'constants/toolBoxData';\r\nimport { shapeErrorsForToast } from 'lib/utils/errorUtil';\r\nimport { ErrorToast } from 'lib/components/ErrorToast';\r\nimport { taxCastActions } from '../slices/taxCast';\r\n\r\nexport const GET_CLIENT_DATA = (clientId, taxTableYear) => (dispatch) => {\r\n taxCastApi\r\n .getClientData(clientId, taxTableYear)\r\n .then((data) => {\r\n dispatch(taxCastActions.LOAD_CANVAS(data));\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.ERROR(error.message));\r\n });\r\n};\r\n\r\nexport const NEW_TRANSACTION_DIALOG = (\r\n transaction,\r\n forecastId,\r\n clientProfileId\r\n) => (dispatch) => {\r\n if (!transaction) {\r\n dispatch(taxCastActions.TOGGLE_NEW_TRANSACTION_DIALOG(null));\r\n return;\r\n }\r\n\r\n const subcategory = find(\r\n toolBoxData[transaction.type],\r\n (sub) => sub.id === transaction.draggableId\r\n )?.id?.replace('toolbox-', '');\r\n\r\n const [taxYear, category] = split(transaction.destination.droppableId, '-');\r\n const displaySequence = transaction.destination.index;\r\n\r\n if (taxYear && category && subcategory) {\r\n dispatch(\r\n taxCastActions.TOGGLE_NEW_TRANSACTION_DIALOG({\r\n taxYear,\r\n category,\r\n subcategory,\r\n displaySequence,\r\n forecastId,\r\n clientProfileId,\r\n })\r\n );\r\n }\r\n};\r\n\r\nexport const NEW_TRANSACTION = (transaction) => (dispatch) => {\r\n dispatch(taxCastActions.SUBMITTING_FORM());\r\n let charitableContributionType;\r\n\r\n taxCastApi\r\n .createTransaction({ ...transaction, charitableContributionType })\r\n .then((data) => {\r\n // Support for transaction spreading realizes a change in which\r\n // this operation returns an array, even if the transaction is not spread.\r\n dispatch(taxCastActions.ADD_TRANSACTION_SPREAD(data));\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.SILENT_ERROR(error));\r\n });\r\n};\r\n\r\nexport const REFRESH_CALCULATIONS = ({\r\n clientProfileId,\r\n forecastId,\r\n advisorId,\r\n}) => (dispatch) => {\r\n dispatch(taxCastActions.RUNNING_CALCULATIONS());\r\n taxCastApi\r\n .runCalculations(clientProfileId, forecastId, advisorId)\r\n .then((response) => {\r\n dispatch(taxCastActions.CALCULATIONS_RESULTS(response));\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.SILENT_ERROR(error.message));\r\n });\r\n};\r\n\r\nexport const MOVE_TRANSACTION = ({\r\n destination,\r\n source,\r\n category,\r\n id,\r\n forecastId,\r\n clientProfileId,\r\n advisorId,\r\n}) => (dispatch) => {\r\n dispatch(\r\n taxCastActions.REORDER_TRANSACTIONS({ destination, source, category, id })\r\n );\r\n taxCastApi\r\n .moveTransaction({ destination, source, id, forecastId })\r\n .then(() => {\r\n dispatch(\r\n REFRESH_CALCULATIONS({ clientProfileId, forecastId, advisorId })\r\n );\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.SILENT_ERROR(error.message));\r\n });\r\n};\r\n\r\nexport const EDIT_TRANSACTION = (transaction) => (dispatch) => {\r\n dispatch(taxCastActions.SUBMITTING_FORM());\r\n\r\n taxCastApi\r\n .editTransaction(transaction)\r\n .then((data) => {\r\n dispatch(taxCastActions.EDIT_TRANSACTION(data));\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.SILENT_ERROR(error.message));\r\n });\r\n};\r\n\r\nexport const SPLIT_DISTRIBUTE_TRANSACTION_DIALOG = (transaction, operation) => (\r\n dispatch\r\n) => {\r\n dispatch(\r\n taxCastActions.TOGGLE_SPLIT_DISTRIBUTE_TRANSACTION_DIALOG(\r\n transaction,\r\n operation\r\n )\r\n );\r\n};\r\n\r\nexport const DELETE_TRANSACTION = (transaction) => (dispatch) => {\r\n dispatch(taxCastActions.SUBMITTING_FORM());\r\n const { id, taxYear, category, forecastId } = transaction;\r\n\r\n taxCastApi\r\n .deleteTransaction(id, forecastId)\r\n .then(() => {\r\n dispatch(taxCastActions.DELETE_TRANSACTION({ id, taxYear, category }));\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.SILENT_ERROR(error.message));\r\n });\r\n};\r\n\r\nexport const RUN_CALCULATIONS = ({\r\n clientProfileId,\r\n forecastId,\r\n advisorId,\r\n}) => (dispatch) => {\r\n // dispatch(taxCastActions.SET_BUSY());\r\n if (clientProfileId && forecastId && advisorId) {\r\n dispatch(taxCastActions.RUNNING_CALCULATIONS());\r\n\r\n taxCastApi\r\n .runCalculations(clientProfileId, forecastId, advisorId)\r\n .then((response) => {\r\n dispatch(taxCastActions.CALCULATIONS_RESULTS(response));\r\n // dispatch(taxCastActions.CLEAR_BUSY());\r\n })\r\n .catch((error) => {\r\n dispatch(taxCastActions.SILENT_ERROR());\r\n toast.error(- \r\n {dependents.map((relation, index) => (\r\n
- \r\n
Checking Authentication...
;\r\n};\r\n\r\nexport default BusySignal;\r\n","import React from 'react';\r\nimport { Grid, Paper, Typography } from '@material-ui/core';\r\n\r\nconst ItsDeadJim = () => {\r\n return (\r\n\r\n
\r\n
\r\n
\r\n
- \r\n {taxYear >= new Date().getFullYear() && (\r\n
\r\n
- \r\n {templates.map((template, index) => (\r\n
- \r\n {searchResults.map((result) => (\r\n
\r\n
\r\n
\r\n
\r\n
\r\n We respond to email inquiries within 24 business hours.\r\n
\r\n \r\n support@taxcastplan.com\r\n \r\n
\r\n
\r\n The phone lines are open 9AM to 4PM ET Monday through Friday.\r\n You can leave a message and we will respond within 24 hours.\r\n
\r\n 888.482.9227 (888-4-TAXCAST)\r\n
- \r\n {Object.keys(advisorDesignations).map((item) => (\r\n
\r\n
\r\n
\r\n
\r\n
\r\n This report is not quite ready but we are giving you a small taste of\r\n what we are working to build.\r\n
\r\n\r\n Exclusively Prepared for {clientGivenName} {clientSurname} by{' '}\r\n {advisorGivenName} {advisorSurname}\r\n
\r\n {!isBusyBracketsLoading && !isBusyComputingOffsets && (\r\n\r\n \r\n \r\n \r\n `${currencyFormatter.format(\r\n calculations[taxYear].ordinaryTaxableIncome\r\n )}`\r\n }\r\n labelComponent={\r\n \r\n \r\n \r\n ))}\r\n \r\n
\r\n )}\r\n \r\n TaxCast Disclosures\r\n
\r\n\r\n The TaxCast™ visualization allows taxpayers to consider the\r\n potential effects of transaction timing across multiple year\r\n horizons in the hope of optimizing for reduced tax liability. This\r\n optimization process requires a number of assumptions any one of\r\n which may or may not be realized. As a result, actual and expected\r\n results will frequently differ, and those differences may be\r\n material and significant.\r\n
\r\n\r\n TaxCast™ makes efforts to use what its authors believe to be\r\n accepted interpretations of relevant tax provisions in the\r\n visualizations. However, tax law is subject to amendment in part\r\n or whole at any time and these amendments can apply both\r\n prospectively and retroactively. In addition, there can be no\r\n guarantee the Internal Revenue Service, US Tax Court, or other\r\n body with jurisdictional authority will continue to follow\r\n previously issued guidance or concur with what TaxCast™\r\n understands to be consensus among practitioners. As such, the\r\n Internal Revenue Code and supporting regulations, rulings, court\r\n decisions, and other Internal Revenue Service or US Treasury\r\n Department guidance represent the final authority on the federal\r\n tax consequences of any given transaction. Any U.S. tax advice\r\n contained in TaxCast™ screen visualizations or printed\r\n reports was not intended or written to be used, and cannot be\r\n used, for the purpose of avoiding penalties that may be imposed\r\n under the Internal Revenue Code or applicable federal, state, or\r\n local law.\r\n
\r\n\r\n TaxCast™’s SmartAudit™ performs a number of validation\r\n checks on selected individual transactions. However,\r\n TaxCast™ makes no guarantee as to the legality or illegality\r\n of any specific transaction or group of transactions regardless of\r\n whether TaxCast™ allows or suppresses those transactions\r\n within the visualization and calculations. TaxCast™ is not\r\n intended to replace and should not be viewed as a substitute for\r\n tax, legal, investment, or financial planning advice rendered by\r\n competent professionals.\r\n
\r\n\r\n \r\n {advisorGivenName} {advisorSurname} Disclosures\r\n \r\n
\r\n{disclosureA}
\r\n{disclosureB}
\r\n{disclosureC}
\r\n\r\n
\r\n \r\n
\r\n \r\n
\r\n \r\n
\r\n \r\n
\r\n \r\n );\r\n }}\r\n \r\n
\r\n );\r\n};\r\n\r\nYouTubeEmbed.propTypes = {\r\n embedId: PropTypes.string.isRequired,\r\n};\r\n\r\nexport default YouTubeEmbed;\r\n","/* eslint max-lines: [2, {\"max\": 5000, \"skipComments\": true, \"skipBlankLines\": true}] */\r\nimport React, { useEffect, useState } from 'react';\r\nimport { Button, Grid, Typography, makeStyles } from '@material-ui/core';\r\nimport { useDispatch } from 'react-redux';\r\nimport { useHistory } from 'react-router-dom';\r\n\r\nimport { EventType } from '@azure/msal-browser';\r\nimport { useMsal } from '@azure/msal-react';\r\nimport { loginRequest } from 'lib/utils/authConfig';\r\nimport axios from 'axios';\r\n\r\nimport { baseUrl } from 'constants/api';\r\n\r\nimport YouTubeEmbed from 'lib/components/YouTubeEmbed';\r\n\r\nimport * as authActions from 'store/asyncActions/auth';\r\n\r\nimport TaxCastLogo from 'assets/img/Logo512x512.png';\r\nimport PreviewGif from 'assets/img/VSL_TaxCast_Screen_Images_20220328_3mb_pancrop.gif';\r\n\r\nconst useStyles = makeStyles((theme) => ({\r\n root: {\r\n minWidth: '100%',\r\n },\r\n rootOg: {\r\n maxWidth: theme.maxWidth,\r\n [theme.breakpoints.down('lg')]: {\r\n margin: theme.spacing(1, 'auto'),\r\n },\r\n [theme.breakpoints.up('lg')]: {\r\n margin: theme.spacing(1, 'auto'),\r\n },\r\n [theme.breakpoints.down('md')]: {\r\n margin: theme.spacing(1, 3),\r\n },\r\n [theme.breakpoints.down('md')]: {\r\n margin: theme.spacing(1, 1),\r\n },\r\n [theme.breakpoints.down('sm')]: {\r\n margin: theme.spacing('auto', 'auto'),\r\n },\r\n },\r\n paper: {\r\n minWidth: '95%',\r\n },\r\n headerPanel: {\r\n borderBottom: `5px solid ${theme.palette.primary.main}`,\r\n },\r\n header: {\r\n marginBottom: theme.spacing(1),\r\n marginTop: theme.spacing(1),\r\n marginLeft: theme.spacing(1),\r\n marginRight: theme.spacing(1),\r\n padding: theme.spacing(1),\r\n },\r\n content: {\r\n padding: theme.spacing(1),\r\n },\r\n divider: {\r\n borderRight: `1px solid ${theme.palette.primary.main}`,\r\n padding: theme.spacing(1),\r\n },\r\n rightCell: {\r\n marginBottom: theme.spacing(1),\r\n marginTop: theme.spacing(1),\r\n marginLeft: theme.spacing(1),\r\n marginRight: theme.spacing(1),\r\n padding: theme.spacing(1),\r\n },\r\n leftCell: {\r\n marginBottom: theme.spacing(1),\r\n marginTop: theme.spacing(1),\r\n marginLeft: theme.spacing(1),\r\n marginRight: theme.spacing(1),\r\n padding: theme.spacing(1),\r\n // borderRight: `1px solid ${theme.palette.primary.main}`,\r\n },\r\n leftPanel: {\r\n marginBottom: theme.spacing(1),\r\n marginTop: theme.spacing(1),\r\n marginLeft: theme.spacing(1),\r\n marginRight: theme.spacing(1),\r\n padding: theme.spacing(1),\r\n },\r\n logo: {\r\n height: '25%',\r\n width: '25%',\r\n },\r\n field: {\r\n [theme.breakpoints.up('sm')]: {\r\n minHeight: theme.spacing(1),\r\n },\r\n },\r\n dialog: {\r\n minHeight: '60vh',\r\n },\r\n}));\r\n\r\nconst Campaign = () => {\r\n const classes = useStyles();\r\n const dispatch = useDispatch();\r\n const history = useHistory();\r\n const { instance } = useMsal();\r\n const [bookingsUrl, setBookingsUrl] = useState('');\r\n\r\n useEffect(() => {\r\n document.title = 'TaxCast - SignUp';\r\n axios\r\n .get(\r\n `${baseUrl}/api/settings/TaxCastSetting/setting/TaxCastDemoBookingsLink`\r\n )\r\n .then((response) => {\r\n setBookingsUrl(response.data);\r\n })\r\n .catch(() => {\r\n setBookingsUrl(\r\n 'https://outlook.office365.com/owa/calendar/TaxCast@taxcastplan.com/bookings/s/MM7SEJpRQEu2P_9Wagi_SA2'\r\n );\r\n });\r\n }, [bookingsUrl, setBookingsUrl]);\r\n\r\n useEffect(() => {\r\n const callbackId = instance.addEventCallback((event) => {\r\n // switch (event.eventType) {\r\n // case EventType.LOGIN_SUCCESS:\r\n // console.log(\"login-success\", event);\r\n // break;\r\n // case EventType.LOGIN_FAILURE:\r\n // console.log(\"login-failure\", event);\r\n // break;\r\n // case EventType.LOGOUT_SUCCESS:\r\n // console.log(\"logout-success\", event);\r\n // break;\r\n // case EventType.LOGOUT_FAILURE:\r\n // console.log(\"logout-failure\", event);\r\n // break;\r\n // case EventType.HANDLE_REDIRECT_START:\r\n // console.log(\"redirect-start\", event);\r\n // break;\r\n // case EventType.HANDLE_REDIRECT_END:\r\n // console.log(\"redirect-end\", event);\r\n // break;\r\n // default:\r\n // break;\r\n // }\r\n if (event.eventType === EventType.ACQUIRE_TOKEN_SUCCESS) {\r\n window.sessionStorage.setItem(\r\n 'taxcast.auth.accessToken',\r\n event.payload.accessToken\r\n );\r\n dispatch(authActions.AADB2C_LOGIN_SUCCESS(event.payload.idTokenClaims));\r\n history.push('/auth');\r\n }\r\n\r\n if (event.eventType === EventType.LOGIN_SUCCESS) {\r\n instance.setActiveAccount(event.payload.account);\r\n instance\r\n .acquireTokenSilent({ ...loginRequest })\r\n .then((response) => {\r\n window.sessionStorage.setItem(\r\n 'taxcast.auth.accessToken',\r\n response.accessToken\r\n );\r\n dispatch(\r\n authActions.AADB2C_LOGIN_SUCCESS(event.payload.idTokenClaims)\r\n );\r\n history.push('/auth');\r\n })\r\n .catch(() => {\r\n // acquireTokenSilent can fail for a number of reasons, fallback to interaction\r\n instance.acquireTokenPopup({ ...loginRequest }).then((response) => {\r\n window.sessionStorage.setItem(\r\n 'taxcast.auth.accessToken',\r\n response.accessToken\r\n );\r\n dispatch(\r\n authActions.AADB2C_LOGIN_SUCCESS(event.payload.idTokenClaims)\r\n );\r\n history.push('/auth');\r\n });\r\n });\r\n }\r\n });\r\n\r\n return () => {\r\n if (callbackId) {\r\n instance.removeEventCallback(callbackId);\r\n }\r\n };\r\n }, [dispatch, history, instance]);\r\n\r\n const handleRequestDemoClick = () => {\r\n window.location.href = bookingsUrl;\r\n };\r\n\r\n const handleLoginClick = () => {\r\n instance.loginPopup(loginRequest);\r\n };\r\n\r\n return (\r\n <>\r\n \r\n
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