@paro.io/expert-shared-components 1.14.43 → 1.14.45

package/lib/tax-axis/lib/types/index.d.ts

@@ -0,0 +1,183 @@
+export type UserContext = "expert" | "cpa-firm-client";
+export type EntityType = "S-Corporation" | "C-Corporation" | "LLC" | "Partnership" | "Sole Proprietor";
+export type StrategyEntityBucket = "S-Corporation" | "C-Corporation" | "Partnership/LLC" | "Sole Proprietorship";
+export type FilingStatus = "Single" | "MFJ" | "MFS" | "Head of Household" | "QSS";
+export type PriorityTier = "HIGH" | "QUICK WIN" | "MEDIUM" | "LOW" | "NOT RECOMMENDED";
+export type PositionStrength = "SUBSTANTIAL_AUTHORITY" | "REASONABLE_BASIS" | "NEEDS_DISCLOSURE";
+export type ConfidenceTier = "1-YR-DATA" | "2-YR-DATA" | "4-YR-DATA" | "CONFIRMED";
+export type StrategyCategory = "entity" | "depreciation" | "income" | "credits" | "retirement" | "benefits" | "deductions" | "investment" | "accounting" | "obbba_new" | "state";
+export interface StrategySource {
+    doc: string;
+    line: string;
+    value: string;
+    field: string;
+}
+export interface StrategyTraceStep {
+    n: number;
+    step: string;
+    formula: string;
+    result: string;
+    src: string;
+}
+export interface Strategy {
+    rank: number;
+    code: string;
+    name: string;
+    cat: StrategyCategory;
+    priority: PriorityTier;
+    score: number;
+    entities: StrategyEntityBucket[];
+    lo: number;
+    hi: number;
+    timeline: string;
+    needsPTE?: boolean;
+    onlyIndustry?: string[];
+    excludeIndustry?: string[];
+    preferIndustry?: string[];
+    minEmployees?: number;
+    needsOwnerComp?: boolean;
+    clientBrief?: string;
+    action?: string;
+    authority?: string;
+    forms?: string;
+    warning?: string | null;
+    abstract?: string;
+    sources?: StrategySource[];
+    trace?: StrategyTraceStep[];
+    cost?: string;
+    timelineBucket?: string;
+}
+export interface ClientProfile {
+    bizName: string;
+    cpaName: string;
+    entity: EntityType;
+    industry: string;
+    revenue: string;
+    netIncome: string;
+    ownerComp: string;
+    employees: string;
+    year: string;
+    states: string[];
+    filingStatus: FilingStatus;
+    age: string;
+    sstb: "Yes" | "No" | "Unsure";
+    ownsRealEstate: "No" | "Yes — Commercial" | "Yes — Residential" | "Yes — Both";
+    itemizesDeductions: "Yes" | "No" | "Unsure";
+    singleOwner: "Yes" | "No";
+    equipmentPurchased: string;
+    realEstateValue: string;
+    capitalGains: string;
+    federalRate: string;
+    stateRate: string;
+    taxDataYears: string;
+    riskTolerance: string;
+    overtimePremium: string;
+    tipIncomePct: string;
+    retirementContributions: string;
+    hdhpEnrolled: "No" | "Yes";
+    hsaContributions: string;
+    wotcHires: string;
+    familyEmployed: "No" | "Yes";
+    period?: string;
+}
+export interface ConfidenceInterval {
+    low: number;
+    high: number;
+    basis: string;
+}
+export interface CalculationTrace {
+    strategy_id: string;
+    branch_executed: string | null;
+    formula: string;
+    inputs: Record<string, string | number | boolean>;
+    result_gross: number;
+    confidence_interval: ConfidenceInterval;
+    position_strength: PositionStrength;
+    irs_cite: string;
+    data_quality_flag: string | null;
+    forms_required: string[];
+    deadline_flag: string | null;
+    amt_flag: boolean;
+}
+export interface StrategyAnalysis {
+    strategy_id: string;
+    strategy_name: string;
+    priority_tier: PriorityTier;
+    weighted_score: number;
+    scores: {
+        financial_impact: number;
+        applicability: number;
+        complexity: number;
+        risk: number;
+        cash_flow: number;
+    };
+    quick_win: boolean;
+    calculation_trace: CalculationTrace;
+    engagement_recommendation: string;
+    risk_disclosure: string | null;
+}
+export interface ExtractionField {
+    field: string;
+    line: string;
+    value: string;
+    status: "pass" | "review";
+    strategies: string[];
+}
+export interface ExtractionDocument {
+    docId: string;
+    docName: string;
+    code: string;
+    flagCount: number;
+    fields: ExtractionField[];
+}
+export interface StrategyNarrative {
+    whyMatters: (profile: ClientProfile) => string;
+    breakdown: (profile: ClientProfile, computed?: {
+        lo: number;
+        hi: number;
+    }) => string;
+    whySpecialist: string;
+    nextSteps: string;
+}
+export interface NarrativeFallback {
+    whyMatters: (s: Strategy) => string;
+    breakdown: (s: Strategy, computed?: {
+        lo: number;
+        hi: number;
+    }) => string;
+    whySpecialist: (s: Strategy) => string;
+    nextSteps: (s: Strategy, ns?: string) => string;
+}
+export interface ProspectStrategyMeta {
+    docsNeeded: string[];
+    typicalRange: string;
+    prospectNote: string;
+}
+export interface DocSpec {
+    id: string;
+    name: string;
+    accept: string[];
+    strategies: string[];
+    required: boolean | "optional" | "conditional";
+    help: string;
+}
+export interface SidebarLookupEntry {
+    title: string;
+    body: string;
+}
+export type SidebarLookup = Record<string, SidebarLookupEntry>;
+export interface FootnoteEntry {
+    match: string;
+    note: string;
+}
+export type FootnoteData = Record<number, FootnoteEntry[]>;
+export interface ComputedSavings {
+    lo: number;
+    hi: number;
+    sources?: StrategySource[];
+    trace?: StrategyTraceStep[];
+}
+export type ComputedMap = Map<number, ComputedSavings>;
+export interface TaxAxisScreenProps {
+    userContext?: UserContext;
+}

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

@@ -0,0 +1,7 @@
+"use strict";
+// ═══════════════════════════════════════════════════════════════════
+// TaxAxis — Canonical TypeScript interfaces
+// Source of truth for data shapes across all TaxAxis screens.
+// Mirrors the V9 prompt output schema where applicable.
+// ═══════════════════════════════════════════════════════════════════
+Object.defineProperty(exports, "__esModule", { value: true });

package/package.json

@@ -1,67 +1,68 @@
-{
-  "name": "@paro.io/expert-shared-components",
-  "version": "1.14.43",
-  "description": "",
-  "main": "lib/index.js",
-  "scripts": {
-    "build": "tsc",
-    "prepare": "yarn build",
-    "test": "yarn test:build",
-    "test:build": "yarn build",
-    "clean": "yarn -rf lib",
-    "predeploy": "tsc && cp package.json README.md ./lib",
-    "link-local": "yarn link && cd node_modules/react && yarn link && cd ../react-dom && yarn link",
-    "unlink-local": "yarn unlink && cd node_modules/react && yarn unlink && cd ../react-dom && yarn unlink"
-  },
-  "repository": "https://github.com/paroadmin/expert-shared-components.git",
-  "keywords": [
-    "react",
-    "components",
-    "shared"
-  ],
-  "author": "apande@paro.io",
-  "license": "MIT",
-  "dependencies": {
-    "@date-io/dayjs": "1.x",
-    "@fortawesome/fontawesome-svg-core": "^6.6.0",
-    "@fortawesome/free-solid-svg-icons": "^6.6.0",
-    "@fortawesome/react-fontawesome": "^0.2.2",
-    "@hookform/resolvers": "3.3.4",
-    "@material-ui/core": "^4.11.0",
-    "@material-ui/icons": "^4.11.3",
-    "@material-ui/lab": "^4.0.0-alpha.61",
-    "@material-ui/pickers": "^3.3.11",
-    "@paro.io/base-icons": "^1.0.4",
-    "@paro.io/base-ui": "^1.8.3",
-    "@types/react-input-mask": "^3.0.5",
-    "dayjs": "^1.10.7",
-    "lodash": "^4.17.21",
-    "react": "^18.2.0",
-    "react-copy-to-clipboard": "^5.0.4",
-    "react-datepicker": "^4.6.0",
-    "react-dom": "^17.0.2",
-    "react-hook-form": "7.51.1",
-    "react-hot-toast": "^2.4.1",
-    "react-input-mask": "^3.0.0-alpha.2",
-    "styled-components": "^5.3.3",
-    "uuid": "8.3.2",
-    "yup": "^0.32.11"
-  },
-  "devDependencies": {
-    "@types/lodash": "^4.14.170",
-    "@types/react": "18.3.12",
-    "@types/react-copy-to-clipboard": "^5.0.2",
-    "@types/react-datepicker": "^4.19.6",
-    "@types/react-dom": "^18.2.22",
-    "@types/styled-components": "^5.1.22",
-    "@types/uuid": "^10.0.0",
-    "@types/yup": "^0.29.13",
-    "typescript": "^5.3.3"
-  },
-  "files": [
-    "lib/**/*"
-  ],
-  "directories": {
-    "lib": "lib"
-  }
-}
+{
+  "name": "@paro.io/expert-shared-components",
+  "version": "1.14.45",
+  "description": "",
+  "main": "lib/index.js",
+  "scripts": {
+    "build": "tsc",
+    "build:watch": "tsc --watch",
+    "prepare": "yarn build",
+    "test": "yarn test:build",
+    "test:build": "yarn build",
+    "clean": "yarn -rf lib",
+    "predeploy": "tsc && cp package.json README.md ./lib",
+    "link-local": "yarn link && cd node_modules/react && yarn link && cd ../react-dom && yarn link",
+    "unlink-local": "yarn unlink && cd node_modules/react && yarn unlink && cd ../react-dom && yarn unlink"
+  },
+  "repository": "https://github.com/paroadmin/expert-shared-components.git",
+  "keywords": [
+    "react",
+    "components",
+    "shared"
+  ],
+  "author": "apande@paro.io",
+  "license": "MIT",
+  "dependencies": {
+    "@date-io/dayjs": "1.x",
+    "@fortawesome/fontawesome-svg-core": "^6.6.0",
+    "@fortawesome/free-solid-svg-icons": "^6.6.0",
+    "@fortawesome/react-fontawesome": "^0.2.2",
+    "@hookform/resolvers": "3.3.4",
+    "@material-ui/core": "^4.11.0",
+    "@material-ui/icons": "^4.11.3",
+    "@material-ui/lab": "^4.0.0-alpha.61",
+    "@material-ui/pickers": "^3.3.11",
+    "@paro.io/base-icons": "^1.0.4",
+    "@paro.io/base-ui": "^1.8.3",
+    "@types/react-input-mask": "^3.0.5",
+    "dayjs": "^1.10.7",
+    "lodash": "^4.17.21",
+    "react": "^18.2.0",
+    "react-copy-to-clipboard": "^5.0.4",
+    "react-datepicker": "^4.6.0",
+    "react-dom": "^17.0.2",
+    "react-hook-form": "7.51.1",
+    "react-hot-toast": "^2.4.1",
+    "react-input-mask": "^3.0.0-alpha.2",
+    "styled-components": "^5.3.3",
+    "uuid": "8.3.2",
+    "yup": "^0.32.11"
+  },
+  "devDependencies": {
+    "@types/lodash": "^4.14.170",
+    "@types/react": "18.3.12",
+    "@types/react-copy-to-clipboard": "^5.0.2",
+    "@types/react-datepicker": "^4.19.6",
+    "@types/react-dom": "^18.2.22",
+    "@types/styled-components": "^5.1.22",
+    "@types/uuid": "^10.0.0",
+    "@types/yup": "^0.29.13",
+    "typescript": "^5.3.3"
+  },
+  "files": [
+    "lib/**/*"
+  ],
+  "directories": {
+    "lib": "lib"
+  }
+}