+
+
diff --git a/src/lib/components/copy-for-ai.ts b/src/lib/components/copy-for-ai.ts
new file mode 100644
index 0000000..ab04367
--- /dev/null
+++ b/src/lib/components/copy-for-ai.ts
@@ -0,0 +1,39 @@
+import {
+ buildCalculatorAiExport,
+ buildCoupleCalculatorAiExport,
+ type CalculatorAiExportOptions,
+} from '$lib/ai-export';
+import type { Recipient } from '$lib/recipient';
+
+/**
+ * Formats a Date as `YYYY-MM-DD` using its LOCAL calendar parts.
+ *
+ * Deliberately not `new Date().toISOString().slice(0, 10)`: that yields the UTC
+ * day, which can be one calendar day off from the user's local day near
+ * midnight. The AI export stamps a human-facing "Generated" date, so it must
+ * match the day the user is actually looking at the page.
+ */
+export function localIsoDate(d: Date): string {
+ const year = d.getFullYear();
+ const month = String(d.getMonth() + 1).padStart(2, '0');
+ const day = String(d.getDate()).padStart(2, '0');
+ return `${year}-${month}-${day}`;
+}
+
+/**
+ * Builds the "Copy for AI assistant" markdown for the calculator report. Uses
+ * the single-recipient builder, or the couple builder when a spouse is present.
+ * Options (baseUrl, generatedDate) are forwarded unchanged to the underlying
+ * builder, which is deterministic for a given set of inputs (see
+ * buildCalculatorAiExport; amounts depend on constants.CURRENT_YEAR resolved
+ * at module load, not on the wall clock).
+ */
+export function buildCalculatorExport(
+ recipient: Recipient,
+ spouse: Recipient | null,
+ options: CalculatorAiExportOptions = {}
+): string {
+ return spouse
+ ? buildCoupleCalculatorAiExport(recipient, spouse, options)
+ : buildCalculatorAiExport(recipient, options);
+}
diff --git a/src/routes/calculator/+page.svelte b/src/routes/calculator/+page.svelte
index 0014a22..5ca90c9 100644
--- a/src/routes/calculator/+page.svelte
+++ b/src/routes/calculator/+page.svelte
@@ -3,6 +3,7 @@ import type { ComponentType, SvelteComponent } from 'svelte';
import { onMount } from 'svelte';
import CombinedChart from '$lib/components/CombinedChart.svelte';
import CombinedHeading from '$lib/components/CombinedHeading.svelte';
+import CopyForAiButton from '$lib/components/CopyForAiButton.svelte';
import EarningsReport from '$lib/components/EarningsReport.svelte';
import EligibilityReport from '$lib/components/EligibilityReport.svelte';
import FilingDateReport from '$lib/components/FilingDateReport.svelte';
@@ -372,6 +373,17 @@ async function loadIntegrationComponents(
/>
{/if}
+
+
+
Copy for AI assistant
+
+ Turn this entire report into a self-contained markdown summary you
+ can paste into ChatGPT, Claude, or another AI assistant — then ask
+ follow-up questions about your own Social Security benefits.
+
+
+
+
@@ -396,6 +408,13 @@ async function loadIntegrationComponents(
.recipientName {
text-decoration: underline;
}
+ .copyForAiSection {
+ margin: 0 0.5em;
+ }
+ .copyForAiSection p {
+ max-width: 640px;
+ line-height: 1.5;
+ }
@media screen {
.printFooter {
display: none;
diff --git a/src/stories/CopyForAiButton.stories.ts b/src/stories/CopyForAiButton.stories.ts
new file mode 100644
index 0000000..1ce8b5c
--- /dev/null
+++ b/src/stories/CopyForAiButton.stories.ts
@@ -0,0 +1,48 @@
+import type { Meta } from '@storybook/svelte';
+import { Birthdate } from '$lib/birthday';
+import demo from '$lib/pastes/averagepaste.txt?raw';
+import demo_spouse_low from '$lib/pastes/averagepaste-spouse.txt?raw';
+import { Recipient } from '$lib/recipient';
+import { parsePaste } from '$lib/ssa-parse';
+import CopyForAiButton from '../lib/components/CopyForAiButton.svelte';
+
+const recipient = new Recipient();
+recipient.name = 'Alex';
+recipient.markFirst();
+recipient.earningsRecords = parsePaste(demo);
+recipient.birthdate = Birthdate.FromYMD(1950, 6, 1);
+
+const spouse = new Recipient();
+spouse.name = 'Chris';
+spouse.markSecond();
+spouse.earningsRecords = parsePaste(demo_spouse_low);
+spouse.birthdate = Birthdate.FromYMD(1950, 6, 1);
+
+const meta: Meta = {
+ component: CopyForAiButton,
+ title: 'Report/CopyForAiButton',
+ tags: ['autodocs'],
+ parameters: {
+ layout: 'padded',
+ },
+};
+export default meta;
+
+const Template = ({ ...args }) => ({
+ Component: CopyForAiButton,
+ props: args,
+});
+
+// Single recipient: the export uses the single-person builder.
+export const Single = Template.bind({});
+Single.args = {
+ recipient: recipient,
+ spouse: null,
+};
+
+// Couple: the export uses the couple builder (adds spousal/survivor sections).
+export const Couple = Template.bind({});
+Couple.args = {
+ recipient: recipient,
+ spouse: spouse,
+};
diff --git a/src/test/components/copy-for-ai.test.ts b/src/test/components/copy-for-ai.test.ts
new file mode 100644
index 0000000..f5e5293
--- /dev/null
+++ b/src/test/components/copy-for-ai.test.ts
@@ -0,0 +1,122 @@
+import { describe, expect, it } from 'vitest';
+
+import { Birthdate } from '$lib/birthday';
+import {
+ buildCalculatorExport,
+ localIsoDate,
+} from '$lib/components/copy-for-ai';
+import { EarningRecord } from '$lib/earning-record';
+import { Money } from '$lib/money';
+import { Recipient } from '$lib/recipient';
+
+/**
+ * Tests for the importable logic behind the "Copy for AI assistant" button
+ * (issue #553, Phase 2). The Svelte component is a thin shell over these two
+ * helpers, so the meaningful branches are tested here rather than by rendering.
+ */
+
+function earningsRecord(year: number, amount: number): EarningRecord {
+ return new EarningRecord({
+ year,
+ taxedEarnings: Money.from(amount),
+ taxedMedicareEarnings: Money.from(amount),
+ });
+}
+
+/** A 35-year $60k earner: eligible, non-zero PIA. */
+function eligibleRecipient(name = 'Alex'): Recipient {
+ const r = new Recipient();
+ r.name = name;
+ r.gender = 'male';
+ r.birthdate = Birthdate.FromYMD(1965, 8, 21);
+ const records: EarningRecord[] = [];
+ for (let year = 1990; year <= 2024; year++) {
+ records.push(earningsRecord(year, 60000));
+ }
+ r.earningsRecords = records;
+ return r;
+}
+
+/** A low earner who qualifies for a spousal top-up against the higher earner. */
+function lowerEarner(name = 'Jordan'): Recipient {
+ const r = new Recipient();
+ r.name = name;
+ r.gender = 'female';
+ r.birthdate = Birthdate.FromYMD(1966, 2, 10);
+ const records: EarningRecord[] = [];
+ for (let year = 2005; year <= 2016; year++) {
+ records.push(earningsRecord(year, 14000));
+ }
+ r.earningsRecords = records;
+ return r;
+}
+
+describe('localIsoDate', () => {
+ // The ai-export builder docs warn against deriving the "Generated" date from
+ // new Date().toISOString(), whose UTC value can be a calendar day off from
+ // the user's local day. localIsoDate must read the LOCAL calendar parts.
+ it('formats a local date as YYYY-MM-DD', () => {
+ // Constructed in local time, so the local parts are exactly (2026, Mar, 7).
+ expect(localIsoDate(new Date(2026, 2, 7))).toBe('2026-03-07');
+ });
+
+ it('zero-pads single-digit months and days', () => {
+ expect(localIsoDate(new Date(2026, 0, 5))).toBe('2026-01-05');
+ });
+
+ it('handles a two-digit month and day (December 31)', () => {
+ expect(localIsoDate(new Date(2026, 11, 31))).toBe('2026-12-31');
+ });
+
+ it('reads the local calendar day, not the UTC day', () => {
+ // Mirror the contract against the local getters. A toISOString()-based
+ // implementation would diverge from this in timezones east of UTC near
+ // local midnight, where the local day and the UTC day differ.
+ const d = new Date(2026, 5, 18, 23, 30);
+ const expected = `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
+ expect(localIsoDate(d)).toBe(expected);
+ });
+});
+
+describe('buildCalculatorExport', () => {
+ it('uses the single-recipient builder when there is no spouse', () => {
+ const out = buildCalculatorExport(eligibleRecipient(), null);
+ // The single export has no couple-only analysis sections.
+ expect(out).not.toContain('## Spousal benefits');
+ expect(out).not.toContain('## Survivor benefits');
+ });
+
+ it('uses the couple builder when a spouse is present', () => {
+ const out = buildCalculatorExport(eligibleRecipient(), lowerEarner());
+ expect(out).toContain('## Spousal benefits');
+ expect(out).toContain('## Survivor benefits');
+ });
+
+ it('stamps the provided generatedDate into the header', () => {
+ const out = buildCalculatorExport(eligibleRecipient(), null, {
+ generatedDate: '2026-03-07',
+ });
+ expect(out).toContain('Generated 2026-03-07');
+ });
+
+ it('forwards a custom baseUrl into the deep link', () => {
+ const out = buildCalculatorExport(eligibleRecipient(), null, {
+ baseUrl: 'https://example.test/calculator',
+ });
+ expect(out).toContain('https://example.test/calculator');
+ });
+
+ it('uses the production calculator URL when no baseUrl is given', () => {
+ // The live button calls this with only generatedDate, so the default
+ // deep-link target must resolve to the production URL.
+ const out = buildCalculatorExport(eligibleRecipient(), null);
+ expect(out).toContain('https://ssa.tools/calculator');
+ });
+
+ it('is deterministic given the same inputs and options', () => {
+ const opts = { generatedDate: '2026-03-07' };
+ const a = buildCalculatorExport(eligibleRecipient(), lowerEarner(), opts);
+ const b = buildCalculatorExport(eligibleRecipient(), lowerEarner(), opts);
+ expect(a).toBe(b);
+ });
+});