@paro.io/expert-shared-components 1.14.50 → 1.14.52

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -56,6 +56,20 @@ function toInt(value) {
     const parsed = Number(String(value || '0').replace(/[^\d.-]/g, ''));
     return Number.isFinite(parsed) ? parsed : 0;
 }
+const ENTITY_DISPLAY_TO_KEY = {
+    'S-Corporation': 'S_CORP',
+    'C-Corporation': 'C_CORP',
+    'LLC': 'LLC',
+    'Partnership': 'PARTNERSHIP',
+    'Sole Proprietor': 'SOLE_PROP',
+    'Sole Proprietorship': 'SOLE_PROP',
+};
+function entityTypeKey(entity) {
+    var _a;
+    if (!entity)
+        return undefined;
+    return (_a = ENTITY_DISPLAY_TO_KEY[entity]) !== null && _a !== void 0 ? _a : entity;
+}
 function buildSessionInput(profile) {
     const taxYear = Number(profile.year) || new Date().getFullYear();
     return {
@@ -138,7 +152,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         setStep('DOCUMENT_UPLOAD');
     }), [createSessionIfNeeded]);
     const handleUploadDocument = (0, react_1.useCallback)((doc, file) => __awaiter(void 0, void 0, void 0, function* () {
-        var _a;
+        var _a, _b;
         const ensuredSessionId = sessionId || (profile ? yield createSessionIfNeeded(profile) : null);
         if (!ensuredSessionId) {
             throw new Error('Unable to upload without a session.');
@@ -168,7 +182,9 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
             fileName: file.name,
             fileType: file.type || 'application/octet-stream',
             fileSize: file.size,
-            documentType: doc.id.toUpperCase().replace(/[^A-Z0-9]+/g, '_'),
+            // doc.documentType is the canonical lowercase snake-case key (e.g. "profit_loss").
+            // doc.id equals doc.documentType for the v2 catalog.
+            documentType: (_b = doc.documentType) !== null && _b !== void 0 ? _b : doc.id,
             s3Key: uploadClient.state.fileName,
         };
         return taxAxisApi.uploadFile(uploadInput);
@@ -252,7 +268,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                     react_1.default.createElement(TaxAxisProspectReport_1.TaxAxisProspectReport, { profile: profile, userContext: userContext, onUpgrade: () => setStep('DOCUMENT_UPLOAD'), onPresent: () => setStep('PRESENTATION'), onReset: handleReset })));
             case 'DOCUMENT_UPLOAD':
                 return (react_1.default.createElement(ShellContainer, null,
-                    react_1.default.createElement(TaxAxisDocuments_1.TaxAxisDocuments, { profile: profile, userContext: userContext, onUploadDocument: handleUploadDocument, onDeleteDocument: handleDeleteDocument, fetchUploadedDocuments: () => __awaiter(void 0, void 0, void 0, function* () {
+                    react_1.default.createElement(TaxAxisDocuments_1.TaxAxisDocuments, { profile: profile, entityType: entityTypeKey(profile.entity), userContext: userContext, onUploadDocument: handleUploadDocument, onDeleteDocument: handleDeleteDocument, fetchUploadedDocuments: () => __awaiter(void 0, void 0, void 0, function* () {
                             const ensuredSessionId = sessionId || (profile ? yield createSessionIfNeeded(profile) : null);
                             if (!ensuredSessionId) {
                                 return [];

package/lib/tax-axis/components/dashboard/TaxAxisDashboard.d.ts

@@ -11,6 +11,18 @@ export interface LlmStrategy {
     summary: string;
     implementationSteps: string[];
     requiredForms: string[];
+    strategyId?: string;
+    status?: "COMPLETE" | "FAILED";
+    error?: string;
+    weightedScore?: number;
+    quickWin?: boolean;
+    calculationTrace?: Record<string, unknown>;
+}
+export interface LlmExcludedStrategy {
+    strategy_id: string;
+    status?: "EXCLUDED";
+    reason: string;
+    irs_cite?: string;
 }
 export interface LlmResult {
     strategies: LlmStrategy[];
@@ -22,14 +34,25 @@ export interface LlmResult {
         notEligibleCount: number;
         estimatedSavingsMin: number;
         estimatedSavingsMax: number;
+        failedCount?: number;
+        top3?: string[];
     };
     meta: {
         provider: string;
-        tokenCount: number;
+        tokenCount?: number;
+        totalTokens?: number;
+        inputTokens?: number;
+        outputTokens?: number;
+        latencyMs?: number;
         sourceDocumentCount: number;
         parsedDocumentCount: number;
         detectedDocumentTypes: string[];
+        modelId?: string;
+        promptVersion?: string;
     };
+    excludedStrategies?: LlmExcludedStrategy[];
+    engineOutput?: Record<string, unknown>;
+    rawOutput?: Record<string, unknown>;
 }
 export interface TaxAxisDashboardProps extends TaxAxisScreenProps {
     profile: ClientProfile;

package/lib/tax-axis/components/dashboard/TaxAxisDashboard.js

@@ -156,7 +156,11 @@ function TaxAxisDashboard({ profile, llmResult, onDownloadClient, onDownloadPrep
                 " · ",
                 ((_b = llmResult.meta.detectedDocumentTypes) === null || _b === void 0 ? void 0 : _b.length) || 0,
                 " document types detected"),
-            react_1.default.createElement("span", { className: "text-tax-axis-text-4" }, llmResult.meta.tokenCount > 0 ? `${llmResult.meta.tokenCount} tokens` : ""))),
+            react_1.default.createElement("span", { className: "text-tax-axis-text-4" }, (() => {
+                var _a, _b;
+                const tokens = (_b = (_a = llmResult.meta.totalTokens) !== null && _a !== void 0 ? _a : llmResult.meta.tokenCount) !== null && _b !== void 0 ? _b : 0;
+                return tokens > 0 ? `${tokens} tokens` : "";
+            })()))),
         react_1.default.createElement(DashboardSummary_1.DashboardSummary, { profile: profile, dashEligible: dashEligible, computed: computed, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
         react_1.default.createElement(DashboardTopBar_1.DashboardTopBar, { topTab: topTab, setTopTab: setTopTab, dataConfirmed: dataConfirmed, reviewUnreviewed: reviewStatus.unreviewed }),
         topTab === "extraction" && (react_1.default.createElement("div", null,

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

@@ -1,8 +1,10 @@
 import React from "react";
 import { ClientProfile, TaxAxisScreenProps } from "../../lib/types";
+import { TaxAxisEntityTypeKey } from "../../lib/data/documents";
 import { DocState } from "./DocumentCard";
 export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     profile: ClientProfile;
+    entityType?: TaxAxisEntityTypeKey | string | null;
     onContinue: () => void;
     onBack: () => void;
     onUploadDocument?: (doc: DocState, file: File) => Promise<void | {
@@ -21,4 +23,4 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
         updatedAt?: string | null;
     }>>;
 }
-export declare function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext, }: TaxAxisDocumentsProps): React.JSX.Element;

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

@@ -37,24 +37,6 @@ const react_1 = __importStar(require("react"));
 const documents_1 = require("../../lib/data/documents");
 const TaxAxisButton_1 = require("../shared/TaxAxisButton");
 const DocumentTier_1 = require("./DocumentTier");
-const STUB_FILENAMES = {
-    "1120s": "2025_1120S.pdf",
-    "state-return": "2025_State_Return.pdf",
-    "payroll": "2025_Payroll.xlsx",
-    "pnl": "QBO_PnL_2025.pdf",
-    "balance": "QBO_BS_2025.pdf",
-    "cashflow": "QBO_CashFlow_2025.pdf",
-    "fixed-assets": "Fixed_Assets.xlsx",
-    "prior-returns": "Prior_Returns.pdf",
-};
-const HELP_OVERRIDES = {
-    "1120s": "Improves accuracy of every strategy",
-    "payroll": "Critical for Entity Structure and QBI calculations",
-    "fixed-assets": "Unlocks Cost Segregation (potential $15K\u201385K)",
-    "state-return": "If client operates in income-tax states",
-    "cashflow": "Helps with income deferral and timing strategies",
-    "prior-returns": "Improves confidence intervals (more years = tighter estimates)",
-};
 const TIER_DEFS = [
     {
         key: "required",
@@ -64,7 +46,7 @@ const TIER_DEFS = [
         labelColor: "#C53030",
         badgeColor: "red",
         badgeText: "REQUIRED",
-        ids: ["pnl", "balance"],
+        ids: [],
     },
     {
         key: "recommended",
@@ -74,7 +56,7 @@ const TIER_DEFS = [
         labelColor: "#FB9A1D",
         badgeColor: "orange",
         badgeText: "RECOMMENDED",
-        ids: ["1120s", "payroll", "fixed-assets"],
+        ids: [],
     },
     {
         key: "conditional",
@@ -84,16 +66,21 @@ const TIER_DEFS = [
         labelColor: "#C8CCE5",
         badgeColor: "neutral",
         badgeText: "CONDITIONAL",
-        ids: ["state-return", "cashflow", "prior-returns"],
+        ids: [],
     },
 ];
-function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext = "expert", }) {
-    const normalizeDocumentType = (value) => String(value || "").toUpperCase().replace(/[^A-Z0-9]+/g, "_");
-    const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(profile), [profile]);
+function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, userContext: _userContext = "expert", }) {
+    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.
+    const tierDefs = (0, react_1.useMemo)(() => {
+        return TIER_DEFS.map((def) => (Object.assign(Object.assign({}, def), { ids: docSpecs
+                .filter((s) => s.tier === def.key)
+                .map((s) => s.id) })));
+    }, [docSpecs]);
     const [docs, setDocs] = (0, react_1.useState)(() => docSpecs.map((s) => (Object.assign(Object.assign({}, s), { status: "empty", fileName: null, parseError: null }))));
     const [uploadedDocIds, setUploadedDocIds] = (0, react_1.useState)({});
     const [continueError, setContinueError] = (0, react_1.useState)(null);
-    const pollForParseStatus = (idx, fileName, expectedDocumentType) => __awaiter(this, void 0, void 0, function* () {
+    const pollForParseStatus = (idx, fileName, documentType) => __awaiter(this, void 0, void 0, function* () {
         if (!fetchUploadedDocuments)
             return;
         const maxAttempts = 80;
@@ -101,11 +88,11 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
         for (let attempt = 0; attempt < maxAttempts; attempt += 1) {
             try {
                 const uploaded = yield fetchUploadedDocuments();
-                const exactTypeMatch = uploaded.filter((doc) => doc.fileName === fileName &&
-                    normalizeDocumentType(String(doc.documentType || "")) ===
-                        normalizeDocumentType(expectedDocumentType));
-                const filenameMatches = uploaded.filter((doc) => doc.fileName === fileName);
-                const candidates = exactTypeMatch.length > 0 ? exactTypeMatch : filenameMatches;
+                // Match by documentType first (exact lowercase key), fall back to fileName.
+                const typeMatch = uploaded.filter((doc) => doc.fileName === fileName &&
+                    String(doc.documentType || "").toLowerCase() === documentType.toLowerCase());
+                const nameMatch = uploaded.filter((doc) => doc.fileName === fileName);
+                const candidates = typeMatch.length > 0 ? typeMatch : nameMatch;
                 const match = candidates
                     .slice()
                     .sort((a, b) => new Date(String(b.updatedAt || "")).getTime() -
@@ -128,7 +115,7 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
                     }
                 }
             }
-            catch (pollError) {
+            catch (_pollError) {
                 // keep polling
             }
             yield new Promise((resolve) => setTimeout(resolve, pollIntervalMs));
@@ -141,13 +128,14 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
             return;
         setContinueError(null);
         setDocs((prev) => prev.map((d, i) => i === idx
-            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: file.name || STUB_FILENAMES[d.id] || "document.pdf", parseError: null }) : d));
+            ? Object.assign(Object.assign({}, d), { status: "validating", fileName: file.name, parseError: null }) : d));
         try {
             const uploadResult = onUploadDocument
                 ? yield onUploadDocument(selectedDoc, file)
                 : undefined;
-            const nextFileName = file.name || STUB_FILENAMES[selectedDoc.id] || "document.pdf";
-            const expectedDocumentType = normalizeDocumentType(selectedDoc.id);
+            const nextFileName = file.name;
+            // Use the canonical documentType from the catalog entry.
+            const documentType = selectedDoc.documentType;
             const immediateStatus = String((uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.status) || "").toUpperCase();
             if (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.documentId) {
                 setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), { [idx]: uploadResult.documentId })));
@@ -162,9 +150,8 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
                     ? Object.assign(Object.assign({}, d), { status: "failed", fileName: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.fileName) || nextFileName, parseError: (uploadResult === null || uploadResult === void 0 ? void 0 : uploadResult.parseError) || "Parsing failed. Please upload a correct document." }) : d));
                 return;
             }
-            setDocs((prev) => prev.map((d, i) => i === idx
-                ? Object.assign(Object.assign({}, d), { status: "parsing", fileName: nextFileName }) : d));
-            yield pollForParseStatus(idx, nextFileName, expectedDocumentType);
+            setDocs((prev) => prev.map((d, i) => i === idx ? Object.assign(Object.assign({}, d), { status: "parsing", fileName: nextFileName }) : d));
+            yield pollForParseStatus(idx, nextFileName, documentType);
         }
         catch (uploadError) {
             const errorMessage = uploadError instanceof Error
@@ -185,8 +172,8 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
             try {
                 yield onDeleteDocument(docId);
             }
-            catch (deleteError) {
-                // still clear from UI even if backend delete fails
+            catch (_deleteError) {
+                // clear from UI even if backend delete fails
             }
         }
         setUploadedDocIds((prev) => {
@@ -209,16 +196,11 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
     const validCount = docs.filter((d) => d.status === "valid").length;
     const failedCount = docs.filter((d) => d.status === "failed").length;
     const busyCount = docs.filter((d) => d.status === "validating" || d.status === "parsing").length;
-    const coveragePct = validCount === 0
-        ? 32
-        : validCount === 1
-            ? 50
-            : validCount === 2
-                ? 60
-                : validCount <= 4
-                    ? 75
-                    : validCount <= 6
-                        ? 90
+    const coveragePct = validCount === 0 ? 32
+        : validCount === 1 ? 50
+            : validCount === 2 ? 60
+                : validCount <= 4 ? 75
+                    : validCount <= 6 ? 90
                         : 100;
     const strategiesCovered = Math.round((25 * coveragePct) / 100);
     return (react_1.default.createElement("div", { className: "max-w-[580px] mx-auto" },
@@ -262,7 +244,7 @@ function TaxAxisDocuments({ profile, onContinue, onBack, onUploadDocument, onDel
                 border: "1px solid rgba(197,48,48,0.3)",
                 color: "#FEB2B2",
             } }, continueError)),
-        TIER_DEFS.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: HELP_OVERRIDES, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove }))),
+        tierDefs.map((tier) => (react_1.default.createElement(DocumentTier_1.DocumentTier, { key: tier.key, tier: tier, docs: docs, helpOverrides: {}, onUpload: handleUpload, onClear: handleClear, onRemove: handleRemove }))),
         react_1.default.createElement("div", { className: "flex gap-3 mt-6" },
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { variant: "secondary", onClick: onBack }, "Back"),
             react_1.default.createElement(TaxAxisButton_1.TaxAxisButton, { onClick: handleContinue, className: "flex-1", disabled: busyCount > 0 }, busyCount > 0

package/lib/tax-axis/lib/data/documents.d.ts

@@ -1,3 +1,3 @@
-import type { ClientProfile, DocSpec } from "../types";
-export declare const DOC_SPECS_BASE: DocSpec[];
-export declare function getDocSpecs(profile?: ClientProfile): DocSpec[];
+import { DocSpec } from "../types";
+export type TaxAxisEntityTypeKey = "S_CORP" | "C_CORP" | "PARTNERSHIP" | "LLC" | "SOLE_PROP";
+export declare function getDocSpecs(entityType?: TaxAxisEntityTypeKey | string | null): DocSpec[];

package/lib/tax-axis/lib/data/documents.js

@@ -1,33 +1,228 @@
 "use strict";
 // ═══════════════════════════════════════════════════════════════════
-// TaxAxis — Document checklist base + profile-aware resolver
-// Verbatim from the mock (App.jsx:575-603).
+// TaxAxis — Document catalog (v2, aligned with parser v2 / LLM parser)
+//
+// documentType values are the canonical lowercase snake-case keys that the
+// backend documentCatalog uses. These are sent verbatim on the
+// uploadTaxAxisDocument mutation.
 // ═══════════════════════════════════════════════════════════════════
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.DOC_SPECS_BASE = void 0;
 exports.getDocSpecs = getDocSpecs;
-const states_1 = require("./states");
-exports.DOC_SPECS_BASE = [
-    { id: "1120s", name: "Federal Tax Return (1120S/1065/1040)", accept: [".pdf", ".docx", ".doc"], strategies: ["QBI \u00A7199A", "S-Corp Structure", "\u00A7179 Expensing", "Bonus Depreciation", "Business Interest \u00A7163(j)"], required: "optional", help: "Optional \u2014 startups or new entities may not have prior returns. Improves accuracy if available." },
-    { id: "state-return", name: "State Return(s)", accept: [".pdf", ".docx", ".doc"], strategies: ["SALT / PTE Optimization", "State Nexus Analysis"], required: "conditional", help: "Required if client operates in income-tax states. Not needed for WY, NV, TX, FL, etc." },
-    { id: "payroll", name: "Payroll Records (W-3 / 941)", accept: [".pdf", ".xlsx", ".csv", ".docx", ".doc"], strategies: ["S-Corp Salary", "HSA Maximization", "WOTC", "Overtime Deduction"], required: "optional", help: "Optional for V1 \u2014 intake questions substitute for most payroll data." },
-    { id: "pnl", name: "Profit & Loss Statement (Current Year)", accept: [".pdf", ".xlsx", ".csv", ".docx", ".doc"], strategies: ["QBI \u00A7199A", "R&D Credit", "Business Meals", "Professional Fees", "Home Office"], required: true, help: "Required \u2014 current year P&L is the minimum input for savings calculations." },
-    { id: "balance", name: "Balance Sheet (Current Year)", accept: [".pdf", ".xlsx", ".docx", ".doc"], strategies: ["Business Interest \u00A7163(j)", "\u00A7179 Expensing", "Opportunity Zone"], required: true, help: "Required \u2014 needed for asset-based strategies and financial health assessment." },
-    { id: "cashflow", name: "Cash Flow Statement", accept: [".pdf", ".xlsx", ".docx", ".doc"], strategies: ["Income Deferral", "Tax Method Elections", "Estimated Tax Timing"], required: "optional", help: "Recommended \u2014 helps with income deferral and timing strategies." },
-    { id: "fixed-assets", name: "Fixed Asset Schedule", accept: [".pdf", ".xlsx", ".docx", ".doc"], strategies: ["\u00A7179", "Bonus Depreciation \u00A7168(k)", "Cost Segregation"], required: "conditional", help: "Required for real estate clients (cost segregation). Optional otherwise." },
-    { id: "prior-returns", name: "Prior Year Returns (2022\u20132024)", accept: [".pdf", ".docx", ".doc"], strategies: ["R&E Catch-Up \u00A7174A", "Charitable Bunching", "Confidence Intervals"], required: false, help: "More years = tighter estimates. 1 year: \u00B130% range. 2\u20133 years: \u00B115%. 4\u20135 years: \u00B15%." },
+const DOC_META = {
+    federal_tax_return: {
+        name: "Federal Tax Return (1120S / 1065 / 1040 / 1120)",
+        strategies: ["QBI §199A", "S-Corp Structure", "§179 Expensing", "Bonus Depreciation", "Business Interest §163(j)"],
+        tier: "recommended",
+        help: "Improves accuracy of every strategy. Startups may not have prior returns.",
+    },
+    profit_loss: {
+        name: "Profit & Loss Statement (Current Year)",
+        strategies: ["QBI §199A", "R&D Credit", "Business Meals", "Professional Fees", "Home Office"],
+        tier: "required",
+        help: "Required — current year P&L is the minimum input for savings calculations.",
+    },
+    balance_sheet: {
+        name: "Balance Sheet (Current Year)",
+        strategies: ["Business Interest §163(j)", "§179 Expensing", "Opportunity Zone"],
+        tier: "required",
+        help: "Required — needed for asset-based strategies and financial health assessment.",
+    },
+    payroll_records: {
+        name: "Payroll Records (W-3 / 941)",
+        strategies: ["S-Corp Salary", "HSA Maximization", "WOTC", "Overtime Deduction"],
+        tier: "recommended",
+        help: "Critical for Entity Structure and QBI calculations.",
+    },
+    fixed_asset_schedule: {
+        name: "Fixed Asset Schedule",
+        strategies: ["§179", "Bonus Depreciation §168(k)", "Cost Segregation"],
+        tier: "conditional",
+        help: "Required for real estate clients (cost segregation). Optional otherwise.",
+    },
+    state_tax_return: {
+        name: "State Return(s)",
+        strategies: ["SALT / PTE Optimization", "State Nexus Analysis"],
+        tier: "conditional",
+        help: "Required if client operates in income-tax states.",
+    },
+    schedule_k1_s_corp: {
+        name: "Schedule K-1 (S-Corp, 1120S)",
+        strategies: ["QBI §199A", "S-Corp Basis", "Distributions"],
+        tier: "recommended",
+        help: "One per shareholder — needed for QBI and basis calculations.",
+    },
+    schedule_k1_partnership: {
+        name: "Schedule K-1 (Partnership, 1065)",
+        strategies: ["QBI §199A", "SE Tax", "At-Risk Basis"],
+        tier: "recommended",
+        help: "One per partner — needed for SE tax and QBI calculations.",
+    },
+    schedule_se: {
+        name: "Schedule SE (Self-Employment Tax)",
+        strategies: ["SE Tax Deduction", "S-Corp Conversion"],
+        tier: "conditional",
+        help: "Required for sole props and GP partners with SE income.",
+    },
+    form_8829: {
+        name: "Form 8829 (Home Office)",
+        strategies: ["Home Office Deduction"],
+        tier: "conditional",
+        help: "Only for sole proprietors who use part of their home for business.",
+    },
+    form_2553: {
+        name: "Form 2553 (S-Corp Election)",
+        strategies: ["S-Corp Structure", "Entity Restructuring"],
+        tier: "conditional",
+        help: "Confirms S-Corp election date and effective year — needed for entity analysis.",
+    },
+    w3: {
+        name: "W-3 (Transmittal of W-2s)",
+        strategies: ["S-Corp Salary", "HSA Maximization", "WOTC"],
+        tier: "recommended",
+        help: "Total wages across all employees — cross-checks payroll records.",
+    },
+    form_1099_nec_summary: {
+        name: "1099-NEC Summary",
+        strategies: ["Contractor vs Employee", "R&D Credit"],
+        tier: "conditional",
+        help: "Required if client paid $600+ to contractors.",
+    },
+    form_4562: {
+        name: "Form 4562 (Depreciation & Amortization)",
+        strategies: ["§179", "Bonus Depreciation", "Cost Segregation"],
+        tier: "conditional",
+        help: "Detailed depreciation schedule — unlocks Section 179 and bonus dep strategies.",
+    },
+    form_8889: {
+        name: "Form 8889 (HSA)",
+        strategies: ["HSA Maximization"],
+        tier: "conditional",
+        help: "Only if client has or is considering an HSA-eligible HDHP.",
+    },
+    rent_roll: {
+        name: "Rent Roll",
+        strategies: ["Real Estate — Cost Segregation", "QBI §199A (Rental)"],
+        tier: "conditional",
+        help: "Required for real estate clients to assess rental income and vacancy.",
+    },
+    mortgage_loan_documents: {
+        name: "Mortgage / Loan Documents",
+        strategies: ["Business Interest §163(j)", "Real Estate Strategies"],
+        tier: "conditional",
+        help: "1098s and loan statements — needed for interest limitation analysis.",
+    },
+    operating_agreement: {
+        name: "Operating Agreement / Partnership Agreement",
+        strategies: ["Entity Restructuring", "Special Allocations §704(b)"],
+        tier: "conditional",
+        help: "LLCs and partnerships — confirms ownership %, distributions, elections.",
+    },
+    rd_activity_documentation: {
+        name: "R&D Activity Documentation",
+        strategies: ["R&D Credit §41"],
+        tier: "conditional",
+        help: "Only if client conducts qualifying research activities.",
+    },
+    vehicle_mileage_log: {
+        name: "Vehicle Mileage Log",
+        strategies: ["Vehicle Deduction", "Standard vs Actual Method"],
+        tier: "conditional",
+        help: "Required for sole props claiming vehicle deductions.",
+    },
+};
+// ---------------------------------------------------------------------------
+// Accepted file types — aligned with BE ALLOWED_EXTENSIONS (no .doc)
+// ---------------------------------------------------------------------------
+const ACCEPT_PDF_DOCX = [".pdf", ".docx"];
+const ACCEPT_PDF_DOCX_XLSX = [".pdf", ".docx", ".xlsx", ".xls", ".csv"];
+const ACCEPT_PDF_DOCX_XLSX_IMG = [".pdf", ".docx", ".xlsx", ".xls", ".csv", ".png", ".jpg", ".jpeg"];
+const ACCEPT_BY_TYPE = {
+    federal_tax_return: ACCEPT_PDF_DOCX,
+    profit_loss: ACCEPT_PDF_DOCX_XLSX,
+    balance_sheet: ACCEPT_PDF_DOCX_XLSX,
+    payroll_records: ACCEPT_PDF_DOCX_XLSX,
+    fixed_asset_schedule: ACCEPT_PDF_DOCX_XLSX,
+    state_tax_return: ACCEPT_PDF_DOCX,
+    schedule_k1_s_corp: ACCEPT_PDF_DOCX,
+    schedule_k1_partnership: ACCEPT_PDF_DOCX,
+    schedule_se: ACCEPT_PDF_DOCX,
+    form_8829: ACCEPT_PDF_DOCX,
+    form_2553: ACCEPT_PDF_DOCX,
+    w3: ACCEPT_PDF_DOCX_XLSX_IMG,
+    form_1099_nec_summary: ACCEPT_PDF_DOCX_XLSX,
+    form_4562: ACCEPT_PDF_DOCX,
+    form_8889: ACCEPT_PDF_DOCX,
+    rent_roll: ACCEPT_PDF_DOCX_XLSX,
+    mortgage_loan_documents: ACCEPT_PDF_DOCX,
+    operating_agreement: ACCEPT_PDF_DOCX,
+    rd_activity_documentation: ACCEPT_PDF_DOCX_XLSX,
+    vehicle_mileage_log: ACCEPT_PDF_DOCX_XLSX,
+};
+// ---------------------------------------------------------------------------
+// Entity → document types map (mirrors BE ENTITY_DOCUMENT_MAP exactly)
+// ---------------------------------------------------------------------------
+const S_CORP_TYPES = [
+    "profit_loss", "balance_sheet",
+    "federal_tax_return", "payroll_records", "w3", "schedule_k1_s_corp",
+    "form_2553", "form_1099_nec_summary", "state_tax_return", "form_4562",
+    "form_8889", "fixed_asset_schedule", "rent_roll", "mortgage_loan_documents",
+    "operating_agreement", "rd_activity_documentation",
 ];
-function getDocSpecs(profile) {
-    const states = (profile === null || profile === void 0 ? void 0 : profile.states) || [];
-    const industry = (profile === null || profile === void 0 ? void 0 : profile.industry) || "";
-    const allNoTax = states.length > 0 && states.every(s => states_1.NO_INCOME_TAX.has(s));
-    const isRealEstate = industry === "Real Estate" || industry === "Construction";
-    return exports.DOC_SPECS_BASE.map(d => {
-        let req = d.required;
-        if (d.id === "state-return")
-            req = allNoTax ? false : "optional";
-        if (d.id === "fixed-assets")
-            req = isRealEstate ? true : false;
-        return Object.assign(Object.assign({}, d), { required: req });
-    });
+const C_CORP_TYPES = [
+    "profit_loss", "balance_sheet",
+    "federal_tax_return", "payroll_records", "w3",
+    "form_1099_nec_summary", "state_tax_return", "form_4562", "form_8889",
+    "fixed_asset_schedule", "rent_roll", "mortgage_loan_documents",
+    "operating_agreement", "rd_activity_documentation",
+];
+const PARTNERSHIP_TYPES = [
+    "profit_loss", "balance_sheet",
+    "federal_tax_return", "payroll_records", "w3", "schedule_k1_partnership",
+    "schedule_se", "form_1099_nec_summary", "state_tax_return", "form_4562",
+    "form_8889", "fixed_asset_schedule", "rent_roll", "mortgage_loan_documents",
+    "operating_agreement", "rd_activity_documentation",
+];
+const SOLE_PROP_TYPES = [
+    "profit_loss", "balance_sheet",
+    "federal_tax_return", "schedule_se", "form_8829", "form_1099_nec_summary",
+    "state_tax_return", "form_4562", "form_8889", "fixed_asset_schedule",
+    "vehicle_mileage_log", "rent_roll", "mortgage_loan_documents",
+    "rd_activity_documentation",
+];
+const LLC_TYPES = Array.from(new Set([
+    ...S_CORP_TYPES, ...C_CORP_TYPES, ...PARTNERSHIP_TYPES, ...SOLE_PROP_TYPES,
+]));
+const ENTITY_DOCUMENT_TYPES = {
+    S_CORP: S_CORP_TYPES,
+    C_CORP: C_CORP_TYPES,
+    PARTNERSHIP: PARTNERSHIP_TYPES,
+    SOLE_PROP: SOLE_PROP_TYPES,
+    LLC: LLC_TYPES,
+};
+// ---------------------------------------------------------------------------
+// Build DocSpec list for a given entity type key
+// ---------------------------------------------------------------------------
+function buildDocSpec(documentType) {
+    const meta = DOC_META[documentType];
+    if (!meta)
+        return null;
+    return {
+        id: documentType,
+        documentType,
+        name: meta.name,
+        accept: ACCEPT_BY_TYPE[documentType] || ACCEPT_PDF_DOCX,
+        strategies: meta.strategies,
+        required: meta.tier === "required" ? true : meta.tier === "recommended" ? "optional" : "conditional",
+        tier: meta.tier,
+        help: meta.help,
+    };
+}
+function getDocSpecs(entityType) {
+    var _a;
+    const types = entityType
+        ? ((_a = ENTITY_DOCUMENT_TYPES[entityType]) !== null && _a !== void 0 ? _a : LLC_TYPES)
+        : LLC_TYPES;
+    return types
+        .map(buildDocSpec)
+        .filter((s) => s !== null);
 }

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

@@ -153,12 +153,15 @@ export interface ProspectStrategyMeta {
     typicalRange: string;
     prospectNote: string;
 }
+export type DocTier = "required" | "recommended" | "conditional";
 export interface DocSpec {
     id: string;
+    documentType: string;
     name: string;
     accept: string[];
     strategies: string[];
     required: boolean | "optional" | "conditional";
+    tier: DocTier;
     help: string;
 }
 export interface SidebarLookupEntry {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.50",
+  "version": "1.14.52",
   "description": "",
   "main": "lib/index.js",
   "scripts": {