@paro.io/expert-shared-components 1.14.66 → 1.14.68

package/lib/tax-axis/lib/documentFieldCatalog.js

@@ -1,11 +1,196 @@
 "use strict";
-// documentFieldCatalog — minimal stub to unblock builds.
-// TODO: populate with real per-documentType section/field metadata once parsing is stable.
+// Catalog that maps canonical documentType keys to their review sections and field metadata.
+// Used by DocumentReviewModal to render structured field review UI from parsedData.
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.DOCUMENT_FIELD_CATALOG = void 0;
-/**
- * Keyed by documentType string (e.g. "1040", "W2", "1099").
- * Empty for now — DocumentReviewModal falls back to flat field rendering
- * when the documentType has no catalog entry (line 84-96).
- */
-exports.DOCUMENT_FIELD_CATALOG = {};
+exports.DOCUMENT_FIELD_CATALOG = {
+    federal_tax_return: {
+        sections: [
+            {
+                head: "Income",
+                fields: ["total_income", "wages", "business_income", "capital_gains", "other_income"],
+            },
+            {
+                head: "Deductions",
+                fields: ["total_deductions", "qbi_deduction", "standard_deduction", "itemized_deductions"],
+            },
+            {
+                head: "Tax",
+                fields: ["taxable_income", "total_tax", "self_employment_tax", "effective_rate"],
+            },
+        ],
+        fields: {
+            total_income: { label: "Total Income", sourceRef: "Form 1040 Line 9" },
+            wages: { label: "Wages & Salary", sourceRef: "Form 1040 Line 1a" },
+            business_income: { label: "Business Income (Schedule C)", sourceRef: "Form 1040 Line 8" },
+            capital_gains: { label: "Capital Gains", sourceRef: "Form 1040 Line 7" },
+            other_income: { label: "Other Income", sourceRef: "Form 1040 Line 8z" },
+            total_deductions: { label: "Total Deductions", sourceRef: "Form 1040 Line 12" },
+            qbi_deduction: { label: "QBI Deduction (§199A)", sourceRef: "Form 1040 Line 13" },
+            standard_deduction: { label: "Standard Deduction", sourceRef: "Form 1040 Line 12a" },
+            itemized_deductions: { label: "Itemized Deductions", sourceRef: "Schedule A Total" },
+            taxable_income: { label: "Taxable Income", sourceRef: "Form 1040 Line 15" },
+            total_tax: { label: "Total Tax", sourceRef: "Form 1040 Line 24" },
+            self_employment_tax: { label: "Self-Employment Tax", sourceRef: "Schedule SE" },
+            effective_rate: { label: "Effective Tax Rate" },
+        },
+    },
+    profit_loss: {
+        sections: [
+            {
+                head: "Revenue",
+                fields: ["total_revenue", "gross_revenue", "cost_of_goods_sold", "gross_profit"],
+            },
+            {
+                head: "Operating Expenses",
+                fields: ["total_expenses", "payroll_expense", "rent_expense", "depreciation", "other_expenses"],
+            },
+            {
+                head: "Net Income",
+                fields: ["net_income", "net_margin"],
+            },
+        ],
+        fields: {
+            total_revenue: { label: "Total Revenue" },
+            gross_revenue: { label: "Gross Revenue" },
+            cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
+            gross_profit: { label: "Gross Profit" },
+            total_expenses: { label: "Total Operating Expenses" },
+            payroll_expense: { label: "Payroll & Compensation" },
+            rent_expense: { label: "Rent / Lease" },
+            depreciation: { label: "Depreciation & Amortization" },
+            other_expenses: { label: "Other Expenses" },
+            net_income: { label: "Net Income" },
+            net_margin: { label: "Net Profit Margin" },
+        },
+    },
+    balance_sheet: {
+        sections: [
+            {
+                head: "Assets",
+                fields: ["total_assets", "current_assets", "cash", "accounts_receivable", "fixed_assets"],
+            },
+            {
+                head: "Liabilities",
+                fields: ["total_liabilities", "current_liabilities", "accounts_payable", "long_term_debt"],
+            },
+            {
+                head: "Equity",
+                fields: ["total_equity", "retained_earnings"],
+            },
+        ],
+        fields: {
+            total_assets: { label: "Total Assets" },
+            current_assets: { label: "Current Assets" },
+            cash: { label: "Cash & Equivalents" },
+            accounts_receivable: { label: "Accounts Receivable" },
+            fixed_assets: { label: "Fixed Assets (Net)" },
+            total_liabilities: { label: "Total Liabilities" },
+            current_liabilities: { label: "Current Liabilities" },
+            accounts_payable: { label: "Accounts Payable" },
+            long_term_debt: { label: "Long-Term Debt" },
+            total_equity: { label: "Total Equity" },
+            retained_earnings: { label: "Retained Earnings" },
+        },
+    },
+    schedule_k1_s_corp: {
+        sections: [
+            {
+                head: "Ordinary Income",
+                fields: ["ordinary_income", "net_rental_income", "interest_income", "dividend_income"],
+            },
+            {
+                head: "Deductions & Credits",
+                fields: ["section_179_deduction", "charitable_contributions", "credits"],
+            },
+        ],
+        fields: {
+            ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
+            net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
+            interest_income: { label: "Interest Income", sourceRef: "K-1 Box 4" },
+            dividend_income: { label: "Ordinary Dividends", sourceRef: "K-1 Box 5a" },
+            section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 11" },
+            charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 12" },
+            credits: { label: "Credits", sourceRef: "K-1 Box 13" },
+        },
+    },
+    schedule_k1_partnership: {
+        sections: [
+            {
+                head: "Ordinary Income",
+                fields: ["ordinary_income", "net_rental_income", "guaranteed_payments", "interest_income"],
+            },
+            {
+                head: "Deductions & Credits",
+                fields: ["section_179_deduction", "charitable_contributions", "self_employment_earnings"],
+            },
+        ],
+        fields: {
+            ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
+            net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
+            guaranteed_payments: { label: "Guaranteed Payments", sourceRef: "K-1 Box 4" },
+            interest_income: { label: "Interest Income", sourceRef: "K-1 Box 5" },
+            section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 12" },
+            charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 13" },
+            self_employment_earnings: { label: "Self-Employment Earnings", sourceRef: "K-1 Box 14" },
+        },
+    },
+    fixed_asset_schedule: {
+        sections: [
+            {
+                head: "Asset Summary",
+                fields: ["total_asset_cost", "total_accumulated_depreciation", "total_net_book_value", "bonus_depreciation_taken", "section_179_taken"],
+            },
+        ],
+        fields: {
+            total_asset_cost: { label: "Total Asset Cost Basis" },
+            total_accumulated_depreciation: { label: "Total Accumulated Depreciation" },
+            total_net_book_value: { label: "Total Net Book Value" },
+            bonus_depreciation_taken: { label: "Bonus Depreciation Taken" },
+            section_179_taken: { label: "Section 179 Deduction Taken" },
+        },
+    },
+    payroll_records: {
+        sections: [
+            {
+                head: "Payroll Summary",
+                fields: ["total_payroll", "owner_compensation", "employee_count", "total_wages", "employer_taxes"],
+            },
+        ],
+        fields: {
+            total_payroll: { label: "Total Payroll Cost" },
+            owner_compensation: { label: "Owner / Officer Compensation" },
+            employee_count: { label: "Employee Count" },
+            total_wages: { label: "Total Wages Paid" },
+            employer_taxes: { label: "Employer Payroll Taxes" },
+        },
+    },
+    form_1099_nec_summary: {
+        sections: [
+            {
+                head: "1099-NEC Summary",
+                fields: ["total_nec_payments", "contractor_count", "largest_single_payment"],
+            },
+        ],
+        fields: {
+            total_nec_payments: { label: "Total NEC Payments" },
+            contractor_count: { label: "Contractor Count" },
+            largest_single_payment: { label: "Largest Single Payment" },
+        },
+    },
+    state_tax_return: {
+        sections: [
+            {
+                head: "State Tax",
+                fields: ["state", "state_taxable_income", "state_tax_owed", "state_effective_rate", "state_credits"],
+            },
+        ],
+        fields: {
+            state: { label: "State" },
+            state_taxable_income: { label: "State Taxable Income" },
+            state_tax_owed: { label: "State Tax Owed" },
+            state_effective_rate: { label: "State Effective Rate" },
+            state_credits: { label: "State Credits Applied" },
+        },
+    },
+};

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

@@ -5,13 +5,18 @@ 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 type StrategyCategory = "entity" | "depreciation" | "income" | "credits" | "retirement" | "benefits" | "deductions" | "investment" | "accounting" | "obbba_new" | "state" | "deferral" | "exclusions";
 export interface StrategySource {
     doc: string;
     line: string;
     value: string;
     field: string;
 }
+export interface SourceDocumentRef {
+    field_label: string;
+    value_display: string;
+    source_hint: string;
+}
 export interface StrategyTraceStep {
     n: number;
     step: string;
@@ -38,14 +43,18 @@ export interface Strategy {
     needsOwnerComp?: boolean;
     clientBrief?: string;
     action?: string;
+    abstract?: string;
     authority?: string;
     forms?: string;
     warning?: string | null;
-    abstract?: string;
     sources?: StrategySource[];
     trace?: StrategyTraceStep[];
     cost?: string;
     timelineBucket?: string;
+    sourceDocuments?: SourceDocumentRef[];
+    quickWin?: boolean;
+    positionStrength?: string;
+    specialistNote?: string;
 }
 export interface ClientProfile {
     bizName: string;
@@ -153,12 +162,15 @@ 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": "1.14.66",
+  "version": "1.14.68",
   "description": "",
   "main": "lib/index.js",
   "scripts": {

package/lib/README.md

@@ -1,2 +0,0 @@
-# expert-shared-components
-Repository to store Components shared between the Expert Apps and Internal Apps

package/lib/package.json

@@ -1,68 +0,0 @@
-{
-  "name": "@paro.io/expert-shared-components",
-  "version": "1.14.48",
-  "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"
-  }
-}