@paro.io/expert-shared-components 1.14.74 → 1.14.76

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -128,6 +128,19 @@ function buildSessionInput(profile) {
         states: profile.states || [],
     };
 }
+function enrichWithAllocations(p) {
+    var _a;
+    if (!((_a = p.partners) === null || _a === void 0 ? void 0 : _a.length))
+        return p;
+    const netIncome = toInt(p.netIncome);
+    const ownerComp = toInt(p.ownerComp);
+    return Object.assign(Object.assign({}, p), { per_owner_allocations: p.partners.map(partner => ({
+            owner_name: partner.name,
+            ownership_pct: partner.ownershipPct / 100,
+            qbi: Math.round(netIncome * (partner.ownershipPct / 100)),
+            w2_wages: Math.round(ownerComp * (partner.ownershipPct / 100)),
+        })) });
+}
 function ShellContainer({ children, fullWidth = false, }) {
     if (fullWidth) {
         return react_1.default.createElement(react_1.default.Fragment, null, children);
@@ -195,20 +208,68 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
     }), [taxAxisApi]);
     // On mount: if a sessionId was injected (e.g. returning to an existing session),
-    // reload the last GENERATION llmRun so the report screens get live data.
+    // fetch the session stage and resume at the correct step.
     (0, react_1.useEffect)(() => {
-        if (!initialSessionId || !taxAxisApi.getLlmRun)
+        if (!initialSessionId)
             return;
-        taxAxisApi.getLlmRun(initialSessionId, 'GENERATION')
-            .then((run) => {
-            if (run === null || run === void 0 ? void 0 : run.outputPayload) {
-                setLlmResult(run.outputPayload);
+        taxAxisApi.getSession(initialSessionId)
+            .then((session) => __awaiter(void 0, void 0, void 0, function* () {
+            var _a;
+            if (!session)
+                return;
+            // Restore profile from session fields so DOCUMENT_UPLOAD header renders correctly
+            setSessionId(initialSessionId);
+            setProfile((prev) => {
+                var _a, _b, _c, _d, _e, _f, _g, _h;
+                return prev !== null && prev !== void 0 ? prev : {
+                    bizName: (_a = session.businessName) !== null && _a !== void 0 ? _a : '',
+                    entity: (_b = session.entityType) !== null && _b !== void 0 ? _b : '',
+                    industry: (_c = session.industry) !== null && _c !== void 0 ? _c : '',
+                    year: String((_d = session.taxYear) !== null && _d !== void 0 ? _d : new Date().getFullYear()),
+                    revenue: String((_e = session.annualRevenue) !== null && _e !== void 0 ? _e : ''),
+                    ownerComp: String((_f = session.w2Compensation) !== null && _f !== void 0 ? _f : ''),
+                    employees: String((_g = session.employeeCount) !== null && _g !== void 0 ? _g : ''),
+                    states: (_h = session.states) !== null && _h !== void 0 ? _h : [],
+                };
+            });
+            const stage = (_a = session.stage) !== null && _a !== void 0 ? _a : '';
+            if (stage === 'REPORT_READY' || stage === 'COMPLETED') {
+                // Load LLM run data and jump to dashboard
+                if (taxAxisApi.getLlmRun) {
+                    try {
+                        const run = yield taxAxisApi.getLlmRun(initialSessionId, 'GENERATION');
+                        if (run === null || run === void 0 ? void 0 : run.outputPayload) {
+                            setLlmResult(run.outputPayload);
+                        }
+                    }
+                    catch ( /* non-blocking */_b) { /* non-blocking */ }
+                }
+                yield fetchAndSetParsedDocuments(initialSessionId);
                 setStep('DASHBOARD');
-                fetchAndSetParsedDocuments(initialSessionId);
+                if (onSessionChange)
+                    onSessionChange(initialSessionId);
+                return;
             }
-        })
-            .catch(() => { });
-        // fetchAndSetParsedDocuments intentionally excluded: only runs on mount for initial session restore
+            if (stage === 'LLM_RUNNING' || stage === 'EVAL_RUNNING') {
+                // Jump straight to processing screen and start polling
+                setStep('PROCESSING');
+                pollForResult(initialSessionId);
+                if (onSessionChange)
+                    onSessionChange(initialSessionId);
+                return;
+            }
+            // INITIALIZED, DOCUMENTS_UPLOADED, PARSING, PARSED, EXTRACTION_REVIEW, FAILED, EVAL_FAILED
+            // Resume at document upload so the user can review/add documents or retry
+            setStep('DOCUMENT_UPLOAD');
+            if (onSessionChange)
+                onSessionChange(initialSessionId);
+        }))
+            .catch(() => {
+            // On error fall back to SESSION_SETUP — clear skeleton so page isn't stuck
+            if (onSessionChange)
+                onSessionChange(null);
+        });
+        // fetchAndSetParsedDocuments and pollForResult intentionally excluded: only runs on mount
         // eslint-disable-next-line react-hooks/exhaustive-deps
     }, [initialSessionId]);
     const updateSessionId = (0, react_1.useCallback)((nextSessionId) => {
@@ -245,7 +306,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         updateSessionId(null);
     }, [updateSessionId]);
     const handleProspect = (nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
-        setProfile(nextProfile);
+        const enriched = enrichWithAllocations(nextProfile);
+        setProfile(enriched);
         setIsProspectFlow(true);
         setProspectData(null);
         setProspectLoading(true);
@@ -253,7 +315,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         try {
             if (taxAxisApi.generateProspectReport) {
                 const result = yield taxAxisApi.generateProspectReport({
-                    clientProfile: nextProfile,
+                    clientProfile: enriched,
                 });
                 setProspectData({
                     computePayload: result.computePayload,
@@ -269,7 +331,8 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
         }
     });
     const handleFullAnalysis = (0, react_1.useCallback)((nextProfile) => __awaiter(void 0, void 0, void 0, function* () {
-        setProfile(nextProfile);
+        const enriched = enrichWithAllocations(nextProfile);
+        setProfile(enriched);
         setIsProspectFlow(false);
         setError(null);
         setBusyMessage('Creating Tax Axis session...');

package/lib/tax-axis/components/clientReport/ExecutiveSummary.js

@@ -52,7 +52,7 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, leadC
                 " Savings estimates reflect your current revenue of ",
                 rev >= 1000000 ? "$" + (rev / 1000000).toFixed(1) + "M" : "$" + Math.round(rev / 1000) + "K",
                 ", an effective tax rate of ",
-                effectiveTaxRate != null ? Math.round((effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate) * 10) / 10 : ((profile.entity === "C-Corporation" ? 21 : parseFloat(profile.federalRate || "24")) + parseFloat(profile.stateRate || "4.95")),
+                effectiveTaxRate != null ? Math.round((effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate) * 10) / 10 : ((profile.entity === "C-Corporation" ? 21 : parseFloat(profile.federalRate || "24")) + parseFloat(profile.stateRate || "0")),
                 "%, and ",
                 dataYearsLabel,
                 " of financial data."),
@@ -60,7 +60,7 @@ function ExecutiveSummary({ profile, eligible, computed, totalLo, totalHi, leadC
                 // C-Corps have a flat 21% federal rate
                 const isCCorp = profile.entity === "C-Corporation";
                 const fedRate = isCCorp ? 21 : parseFloat(profile.federalRate || "24");
-                const stateRate = parseFloat(profile.stateRate || "4.95");
+                const stateRate = parseFloat(profile.stateRate || "0");
                 // If engine provided effective_tax_rate (as a decimal 0-1), convert to percentage
                 const currentRate = effectiveTaxRate != null
                     ? (effectiveTaxRate <= 1 ? effectiveTaxRate * 100 : effectiveTaxRate)

package/lib/tax-axis/components/intake/ClientParametersSection.js

@@ -80,13 +80,6 @@ function ClientParametersSection({ userContext = "expert", }) {
             setValue("period", "YTD");
         }
     }, [isCurrentOrFuture, setValue]);
-    // Auto-select 21% federal rate for C-Corporations (flat TCJA rate)
-    const selectedEntity = watch("entity");
-    react_1.default.useEffect(() => {
-        if (selectedEntity === "C-Corporation") {
-            setValue("federalRate", "21%");
-        }
-    }, [selectedEntity, setValue]);
     const [expanded, setExpanded] = (0, react_1.useState)(true);
     return (react_1.default.createElement(TaxAxisCard_1.TaxAxisCard, null,
         react_1.default.createElement("div", { onClick: () => setExpanded((prev) => !prev), className: "flex items-center justify-between cursor-pointer", style: { marginBottom: expanded ? 14 : 0 } },

package/lib/tax-axis/components/intake/RefineAnalysisSection.js

@@ -42,7 +42,7 @@ const SSTB_OPTIONS = ["Yes", "No", "Unsure"];
 const REAL_ESTATE_OPTIONS = ["No", "Yes — Commercial", "Yes — Residential", "Yes — Both"];
 const ITEMIZES_OPTIONS = ["Yes", "No", "Unsure"];
 const SINGLE_OWNER_OPTIONS = ["Yes", "No"];
-const FEDERAL_RATE_OPTIONS = ["10%", "12%", "21%", "22%", "24%", "32%", "35%", "37%"];
+const FEDERAL_RATE_OPTIONS = ["10%", "12%", "22%", "24%", "32%", "35%", "37%"];
 const TAX_DATA_YEARS_OPTIONS = ["1 year", "2 years", "3 years", "4 years", "5 years"];
 // Risk Tolerance: mock stores first char ("1"-"5") as value.
 // NOTE: intakeDefaultValues sets riskTolerance to "M" (spec) but the mock
@@ -60,6 +60,22 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
     const [expanded, setExpanded] = (0, react_1.useState)(false);
     const { control, watch, formState: { errors }, } = (0, react_hook_form_1.useFormContext)();
     const ownsRealEstate = watch("ownsRealEstate");
+    const entity = watch("entity");
+    const singleOwner = watch("singleOwner");
+    const showRoster = (entity === "Partnership" || entity === "LLC") && singleOwner === "No";
+    const { fields, append, remove } = (0, react_hook_form_1.useFieldArray)({ control, name: "partners" });
+    const watchedPartners = watch("partners") || [];
+    const totalPct = watchedPartners.reduce((sum, p) => sum + (Number(p === null || p === void 0 ? void 0 : p.ownershipPct) || 0), 0);
+    const pctValid = Math.abs(totalPct - 100) < 0.01;
+    (0, react_1.useEffect)(() => {
+        if (showRoster && fields.length === 0) {
+            append([
+                { name: "", ownershipPct: 0, partnerType: "general" },
+                { name: "", ownershipPct: 0, partnerType: "general" },
+            ]);
+        }
+        // eslint-disable-next-line react-hooks/exhaustive-deps
+    }, [showRoster]);
     return (react_1.default.createElement(TaxAxisCard_1.TaxAxisCard, null,
         react_1.default.createElement("div", { onClick: () => setExpanded(prev => !prev), className: "flex items-center justify-between cursor-pointer", style: { marginBottom: expanded ? 10 : 0 } },
             react_1.default.createElement("span", { className: "text-[11px] font-semibold uppercase tracking-wider text-tax-axis-text-3" }, "Refine Analysis"),
@@ -102,6 +118,34 @@ function RefineAnalysisSection({ userContext: _userContext, }) {
                     react_1.default.createElement(react_hook_form_1.Controller, { name: "singleOwner", control: control, render: ({ field }) => (react_1.default.createElement("div", { className: "relative" },
                             react_1.default.createElement("select", Object.assign({}, field, { className: selectCls }), SINGLE_OWNER_OPTIONS.map(o => (react_1.default.createElement("option", { key: o, value: o, className: "bg-tax-axis-surface-2" }, o)))),
                             react_1.default.createElement(Chevron, null))) }))),
+            showRoster && (react_1.default.createElement("div", { className: "mt-3 mb-2.5" },
+                react_1.default.createElement("div", { className: subHeaderCls, style: { marginTop: 0 } }, "Partner / Member Roster"),
+                react_1.default.createElement("div", { className: "space-y-2" }, fields.map((field, idx) => (react_1.default.createElement("div", { key: field.id, className: "flex items-end gap-2" },
+                    react_1.default.createElement("div", { className: "flex-1 min-w-0" },
+                        idx === 0 && react_1.default.createElement("label", { className: labelCls }, "Name"),
+                        react_1.default.createElement(react_hook_form_1.Controller, { name: `partners.${idx}.name`, control: control, render: ({ field: f }) => (react_1.default.createElement("input", Object.assign({}, f, { placeholder: "Partner name", className: inputCls }))) })),
+                    react_1.default.createElement("div", { className: "w-[90px] shrink-0" },
+                        idx === 0 && react_1.default.createElement("label", { className: labelCls }, "Ownership %"),
+                        react_1.default.createElement(react_hook_form_1.Controller, { name: `partners.${idx}.ownershipPct`, control: control, render: ({ field: f }) => (react_1.default.createElement("div", { className: "relative" },
+                                react_1.default.createElement("input", Object.assign({}, f, { type: "number", min: 0, max: 100, placeholder: "0", className: `${inputCls} pr-6`, onChange: (e) => f.onChange(Number(e.target.value) || 0) })),
+                                react_1.default.createElement("span", { className: "absolute right-2.5 top-1/2 -translate-y-1/2 text-tax-axis-text-3 text-[13px]" }, "%"))) })),
+                    react_1.default.createElement("div", { className: "w-[130px] shrink-0" },
+                        idx === 0 && react_1.default.createElement("label", { className: labelCls }, "Type"),
+                        react_1.default.createElement(react_hook_form_1.Controller, { name: `partners.${idx}.partnerType`, control: control, render: ({ field: f }) => (react_1.default.createElement("div", { className: "relative" },
+                                react_1.default.createElement("select", Object.assign({}, f, { className: selectCls }),
+                                    react_1.default.createElement("option", { value: "general", className: "bg-tax-axis-surface-2" }, "General"),
+                                    react_1.default.createElement("option", { value: "limited", className: "bg-tax-axis-surface-2" }, "Limited")),
+                                react_1.default.createElement(Chevron, null))) })),
+                    fields.length > 1 && (react_1.default.createElement("button", { type: "button", onClick: () => remove(idx), className: "w-7 h-[38px] shrink-0 flex items-center justify-center text-tax-axis-text-4 hover:text-tax-axis-red transition-colors", title: "Remove partner" },
+                        react_1.default.createElement("svg", { width: "12", height: "12", viewBox: "0 0 12 12", fill: "none" },
+                            react_1.default.createElement("path", { d: "M2 2l8 8M10 2l-8 8", stroke: "currentColor", strokeWidth: "1.5", strokeLinecap: "round" })))))))),
+                react_1.default.createElement("div", { className: "flex items-center justify-between mt-2 px-1" },
+                    react_1.default.createElement("button", { type: "button", onClick: () => append({ name: "", ownershipPct: 0, partnerType: "general" }), className: "text-[11px] text-tax-axis-teal-light hover:text-white transition-colors font-tax-axis-body" }, "+ Add Partner"),
+                    react_1.default.createElement("div", { className: `text-[11px] font-tax-axis-body ${pctValid ? "text-green-400" : "text-tax-axis-red"}` },
+                        "Total: ",
+                        totalPct,
+                        "%",
+                        !pctValid && " — must equal 100%")))),
             react_1.default.createElement("div", { className: subHeaderCls }, "Financial Data"),
             react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-3 mb-2.5" },
                 react_1.default.createElement("div", null,

package/lib/tax-axis/components/intake/StrategyRadar.js

@@ -110,8 +110,8 @@ function StrategyRadar({ profile }) {
     // so [profile] as a dep would never re-fire the memo on field changes
     const profileKey = JSON.stringify(profile);
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profileKey]);
-    const fedRate = entity === "C-Corporation" ? 0.21 : parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
-    const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
+    const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
+    const stateRate = parseFloat(profile.stateRate || "0") / 100;
     const netIncome = parseInt((profile.netIncome || "0").replace(/,/g, "")) || Math.round(rev * 0.3);
     let loSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0);
     let hiSum = eligibleStrategies.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0);

package/lib/tax-axis/components/intake/intakeSchema.d.ts

@@ -17,6 +17,23 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     ownsRealEstate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     itemizesDeductions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     singleOwner: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    partners: import("yup/lib/array").RequiredArraySchema<Yup.ObjectSchema<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>, import("yup/lib/object").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>, import("yup/lib/object").AssertsShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>>, import("yup/lib/types").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>[] | undefined>;
     equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -49,6 +66,23 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     ownsRealEstate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     itemizesDeductions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     singleOwner: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    partners: import("yup/lib/array").RequiredArraySchema<Yup.ObjectSchema<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>, import("yup/lib/object").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>, import("yup/lib/object").AssertsShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>>, import("yup/lib/types").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>[] | undefined>;
     equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
@@ -81,6 +115,23 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     ownsRealEstate: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     itemizesDeductions: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     singleOwner: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    partners: import("yup/lib/array").RequiredArraySchema<Yup.ObjectSchema<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>, import("yup/lib/object").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>, import("yup/lib/object").AssertsShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>>, import("yup/lib/types").AnyObject, import("yup/lib/object").TypeOfShape<import("yup/lib/object").Assign<import("yup/lib/object").ObjectShape, {
+        name: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+        ownershipPct: Yup.NumberSchema<number, import("yup/lib/types").AnyObject, number>;
+        partnerType: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
+    }>>[] | undefined>;
     equipmentPurchased: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     realEstateValue: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     capitalGains: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;

package/lib/tax-axis/components/intake/intakeSchema.js

@@ -42,6 +42,11 @@ exports.intakeSchema = Yup.object().shape({
     ownsRealEstate: Yup.string().ensure(),
     itemizesDeductions: Yup.string().ensure(),
     singleOwner: Yup.string().ensure(),
+    partners: Yup.array().of(Yup.object().shape({
+        name: Yup.string().ensure(),
+        ownershipPct: Yup.number().min(0).max(100).default(0),
+        partnerType: Yup.string().oneOf(["general", "limited"]).default("general"),
+    })).ensure(),
     equipmentPurchased: Yup.string().ensure(),
     realEstateValue: Yup.string().ensure(),
     capitalGains: Yup.string().ensure(),
@@ -58,36 +63,79 @@ exports.intakeSchema = Yup.object().shape({
     familyEmployed: Yup.string().ensure(),
     period: Yup.string().ensure(),
 });
-exports.intakeDefaultValues = {
-    bizName: "Ironclad Systems, Inc.",
-    cpaName: "Amar",
+/* ── Blackridge Construction Partners, LP — Test Fixture ──
+ * Swap _BLACKRIDGE_FIXTURE for _EMPTY_DEFAULTS below to revert.
+ */
+const _EMPTY_DEFAULTS = {
+    bizName: "",
+    cpaName: "",
     entity: "C-Corporation",
-    industry: "Technology",
-    revenue: "2150000",
-    netIncome: "410000",
-    ownerComp: "405000",
-    employees: "11",
-    year: "2023",
-    states: ["GA"],
+    industry: "Professional Services",
+    revenue: "",
+    netIncome: "",
+    ownerComp: "",
+    employees: "",
+    year: "2026",
+    states: [],
     filingStatus: "MFJ",
-    age: "45",
+    age: "",
     sstb: "No",
     ownsRealEstate: "No",
     itemizesDeductions: "No",
-    singleOwner: "No",
-    equipmentPurchased: "87000",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "0",
     realEstateValue: "0",
     capitalGains: "0",
-    federalRate: "22%",
-    stateRate: "5.39",
+    federalRate: "24%",
+    stateRate: "",
     taxDataYears: "1 year",
     riskTolerance: "3",
     overtimePremium: "0",
     tipIncomePct: "0",
     retirementContributions: "0",
-    hdhpEnrolled: "Yes",
+    hdhpEnrolled: "No",
     hsaContributions: "0",
     wotcHires: "No",
     familyEmployed: "No",
     period: "YTD",
 };
+const _BLACKRIDGE_FIXTURE = {
+    bizName: "Blackridge Construction Partners, LP",
+    cpaName: "Amar",
+    entity: "Partnership",
+    industry: "Construction",
+    revenue: "4800000",
+    netIncome: "720000",
+    ownerComp: "412000",
+    employees: "28",
+    year: "2023",
+    states: ["TX", "CA"],
+    filingStatus: "MFJ",
+    age: "52",
+    sstb: "No",
+    ownsRealEstate: "Yes — Commercial",
+    itemizesDeductions: "No",
+    singleOwner: "No",
+    partners: [
+        { name: "Marcus D. Blackridge", ownershipPct: 50, partnerType: "general" },
+        { name: "David L. Chen", ownershipPct: 30, partnerType: "general" },
+        { name: "Sarah A. Okonkwo", ownershipPct: 20, partnerType: "general" },
+    ],
+    equipmentPurchased: "193000",
+    realEstateValue: "560000",
+    capitalGains: "0",
+    federalRate: "32%",
+    stateRate: "0",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "34000",
+    tipIncomePct: "0",
+    retirementContributions: "42000",
+    hdhpEnrolled: "Yes",
+    hsaContributions: "0",
+    wotcHires: "Yes",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+exports.intakeDefaultValues = _BLACKRIDGE_FIXTURE;

package/lib/tax-axis/components/preparerWorkpaper/EngagementHeader.js

@@ -30,7 +30,7 @@ function EngagementHeader({ profile, palette }) {
         ["Filing", filingDisplay],
         ["SSTB", profile.sstb || "No"],
         ["Fed Rate", fedRateDisplay],
-        ["State Rate", (profile.stateRate || "4.95") + "%"],
+        ["State Rate", (profile.stateRate || "0") + "%"],
         ["Revenue", "$" + (rev || 0).toLocaleString()],
         ["Net Income", "$" + (0, compute_1.parseNum)(profile.netIncome).toLocaleString()],
         ["Owner Comp", "$" + (0, compute_1.parseNum)(profile.ownerComp).toLocaleString()],

package/lib/tax-axis/components/prospectReport/SampleAnalysisPreview.d.ts

@@ -2,9 +2,6 @@ import React from "react";
 interface SampleAnalysisPreviewProps {
     sectionNum: string;
     eligibleCount: number;
-    fedRatePct?: number;
-    stateRatePct?: number;
-    stateCode?: string;
 }
-export declare function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct, stateRatePct, stateCode }: SampleAnalysisPreviewProps): React.JSX.Element;
+export declare function SampleAnalysisPreview({ sectionNum, eligibleCount }: SampleAnalysisPreviewProps): React.JSX.Element;
 export {};

package/lib/tax-axis/components/prospectReport/SampleAnalysisPreview.js

@@ -26,9 +26,7 @@ Object.defineProperty(exports, "__esModule", { value: true });
 exports.SampleAnalysisPreview = SampleAnalysisPreview;
 const react_1 = __importStar(require("react"));
 const theme_1 = require("./theme");
-function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, stateRatePct = 4.95, stateCode = "IL" }) {
-    const fedRateDecimal = (fedRatePct / 100).toFixed(2);
-    const stateRateDecimal = (stateRatePct / 100).toFixed(4);
+function SampleAnalysisPreview({ sectionNum, eligibleCount }) {
     return (react_1.default.createElement("div", { style: { marginBottom: 24 } },
         react_1.default.createElement("div", { style: { display: "flex", alignItems: "baseline", gap: 10, marginBottom: 6 } },
             react_1.default.createElement("span", { style: { fontSize: 11, fontWeight: 700, color: theme_1.T.accent, fontFamily: theme_1.T.body } }, sectionNum),
@@ -64,12 +62,12 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, sta
                     react_1.default.createElement("span", { style: { color: theme_1.T.orange, fontWeight: 700 } }, "\u00B7 illustrative")),
                 react_1.default.createElement("div", { style: { display: "grid", gridTemplateColumns: "1fr auto", gap: "6px 16px", fontSize: 11, fontFamily: theme_1.T.mono, marginBottom: 6 } }, [
                     ["state_income_attributable_to_owner", "$1,750,000"],
-                    ["state_rate", `${stateRateDecimal} (${stateCode})`],
+                    ["state_rate", "0.0495 (IL)"],
                     ["filing_status", "mfj"],
                     ["MAGI_PROXY: net_income", "$1,750,000"],
                     ["EFFECTIVE_SALT_CAP", "$0  (fully phased out by MFJ income)"],
-                    ["federal_marginal_rate", fedRateDecimal],
-                    ["state_credit_rate", `1.00 (${stateCode} full credit)`],
+                    ["federal_marginal_rate", "0.24"],
+                    ["state_credit_rate", "1.00 (IL full credit)"],
                     ["pte_tax_paid", "$86,625"],
                 ].map(([k, v]) => (react_1.default.createElement(react_1.Fragment, { key: k },
                     react_1.default.createElement("span", { style: { color: theme_1.T.text3 } }, k),
@@ -81,8 +79,8 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, sta
                     { doc: "Form 1120-S", line: "Line 12 \u00B7 Taxes and licenses", field: "pte_tax_paid" },
                     { doc: "Schedule K-1", line: "Box 16, Code A \u00B7 State tax credit info", field: "state_credit_pass_through" },
                     { doc: "Form 1040 Sch A", line: "Line 5a \u00B7 State and local income tax", field: "salt_paid" },
-                    { doc: `State Return (${stateCode}-1120-ST)`, line: "PTE election line items", field: "pte_election_status" },
-                    { doc: "Parser-injected", line: `state_pte_lookup[${stateCode}]`, field: "state_credit_rate, pte_deadline" },
+                    { doc: "State Return (IL-1120-ST)", line: "PTE election line items", field: "pte_election_status" },
+                    { doc: "Parser-injected", line: "state_pte_lookup[IL]", field: "state_credit_rate, pte_deadline" },
                 ].map((s, idx) => (react_1.default.createElement("div", { key: idx, style: { display: "grid", gridTemplateColumns: "1.1fr 1.4fr 1fr", gap: 12, fontSize: 11, fontFamily: theme_1.T.body, padding: "7px 12px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 6 } },
                     react_1.default.createElement("span", { style: { color: theme_1.T.text, fontWeight: 600 } }, s.doc),
                     react_1.default.createElement("span", { style: { color: theme_1.T.text2, fontFamily: theme_1.T.mono, fontSize: 10 } }, s.line),
@@ -104,20 +102,13 @@ function SampleAnalysisPreview({ sectionNum, eligibleCount, fedRatePct = 24, sta
                         react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.mono, lineHeight: 1.6 } },
                             "State PTE election form",
                             react_1.default.createElement("br", null),
-                            "(",
-                            stateCode,
-                            ": Schedule B, Form ",
-                            stateCode,
-                            "-1120-ST)",
+                            "(IL: Schedule B, Form IL-1120-ST)",
                             react_1.default.createElement("br", null),
                             "Updated Schedule K-1 (Box 13)"))),
                 react_1.default.createElement("div", { style: { marginTop: 14, paddingTop: 14, borderTop: `1px solid ${theme_1.T.border}`, display: "flex", justifyContent: "space-between", alignItems: "center", gap: 14 } },
                     react_1.default.createElement("div", null,
                         react_1.default.createElement("div", { style: { fontSize: 9, fontWeight: 700, color: theme_1.T.orange, textTransform: "uppercase", letterSpacing: "0.12em", fontFamily: theme_1.T.body, marginBottom: 3 } }, "deadline_flag"),
-                        react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body } },
-                            "Per state_pte_lookup \u2014 ",
-                            stateCode,
-                            ": file with original return")),
+                        react_1.default.createElement("div", { style: { fontSize: 11, color: theme_1.T.text2, fontFamily: theme_1.T.body } }, "Per state_pte_lookup \u2014 IL: file with original return")),
                     react_1.default.createElement("span", { style: { fontSize: 9, fontWeight: 700, padding: "4px 9px", background: theme_1.T.surface2, border: `1px solid ${theme_1.T.border}`, borderRadius: 4, color: theme_1.T.text3, fontFamily: theme_1.T.mono, letterSpacing: 0.6, textTransform: "uppercase" } }, "algorithm_version V9.0")))),
         react_1.default.createElement("div", { style: { marginTop: 14, padding: "14px 18px", background: `linear-gradient(135deg,${theme_1.T.accentBg} 0%,rgba(36,131,132,0.04) 100%)`, border: `1px solid ${theme_1.T.accent}`, borderRadius: 10, display: "flex", alignItems: "center", gap: 14 } },
             react_1.default.createElement("div", { style: { flex: 1, fontSize: 13, color: theme_1.T.text, fontFamily: theme_1.T.body, lineHeight: 1.55 } },

package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.js

@@ -36,7 +36,7 @@ const ProspectDocuments_1 = require("./ProspectDocuments");
 const ProspectNextSteps_1 = require("./ProspectNextSteps");
 const ProspectPrintView_1 = require("./ProspectPrintView");
 function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload, onUpgrade, onPresent, onReset, }) {
-    var _a, _b, _c, _d, _e, _f, _g, _h;
+    var _a, _b, _c, _d, _e, _f, _g;
     const bizName = profile.bizName || "Client";
     const [confirmReset, setConfirmReset] = (0, react_1.useState)(false);
     const [printMode, setPrintMode] = (0, react_1.useState)(false);
@@ -47,26 +47,29 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
     const remaining = eligible.length - top3.length;
     const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
-    // ═══ RAW SAVINGS RANGE — backend-authoritative when available ═══
+    // ═══ SAVINGS RANGE — backend-authoritative when available ═══
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
-    const rawLo = backendComputePayload
+    let displayLo = backendComputePayload
         ? Math.round(backendComputePayload.savingsLo / 1000)
         : Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.lo) !== null && _b !== void 0 ? _b : s.lo); }, 0) / 1000);
-    const rawHi = backendComputePayload
+    let displayHi = backendComputePayload
         ? Math.round(backendComputePayload.savingsHi / 1000)
         : Math.round(eligible.reduce((a, s) => { var _a, _b; return a + ((_b = (_a = computed.get(s.rank)) === null || _a === void 0 ? void 0 : _a.hi) !== null && _b !== void 0 ? _b : s.hi); }, 0) / 1000);
     // ═══ GAP BLOCK — backend-authoritative when available ═══
-    const fedRatePct = (_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.fedRatePct) !== null && _a !== void 0 ? _a : (profile.entity === "C-Corporation" ? 21 : (parseFloat((profile.federalRate || "24").replace("%", "")) || 24));
-    const stateRatePct = (_b = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.stateRatePct) !== null && _b !== void 0 ? _b : (parseFloat(profile.stateRate || "4.95") || 4.95);
+    const fedRatePct = (_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.fedRatePct) !== null && _a !== void 0 ? _a : (parseFloat((profile.federalRate || "24").replace("%", "")) || 24);
+    const stateRatePct = (_b = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.stateRatePct) !== null && _b !== void 0 ? _b : (parseFloat(profile.stateRate || "0"));
     const currentTax = (_c = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.currentTax) !== null && _c !== void 0 ? _c : Math.round(((0, compute_1.parseNum)(profile.netIncome) || Math.round((0, compute_1.parseNum)(profile.revenue) * 0.20))
         * (fedRatePct + stateRatePct) / 100);
-    // ═══ SAVINGS CAP — headline savings cannot exceed total tax liability ═══
-    const currentTaxK = Math.round(currentTax / 1000);
-    let displayHi = Math.min(rawHi, currentTaxK);
-    let displayLo = Math.min(rawLo, Math.round(currentTax * 0.6 / 1000));
-    // If cap squashed lo close to hi, re-spread to maintain a meaningful range
-    if (displayHi > 0 && displayLo >= displayHi * 0.9) {
-        displayLo = Math.round(displayHi / 3);
+    // Cap savings range: hi ≤ currentTax, lo ≤ 60% of hi, K-rounding safety
+    if (!backendComputePayload) {
+        const currentTaxK = Math.round(currentTax / 1000);
+        if (displayHi > currentTaxK)
+            displayHi = currentTaxK;
+        const loFloor = Math.round(displayHi * 0.60);
+        if (displayLo > loFloor)
+            displayLo = loFloor;
+        if (displayLo >= displayHi && displayHi > 1)
+            displayLo = displayHi - 1;
     }
     const realizedSavings = (_d = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedSavings) !== null && _d !== void 0 ? _d : Math.min(Math.round((displayLo + displayHi) / 2 * 1000 * 0.325), Math.round(currentTax * 0.6));
     const optimizedTax = (_e = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.optimizedTax) !== null && _e !== void 0 ? _e : (currentTax - realizedSavings);
@@ -176,7 +179,7 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
                 react_1.default.createElement("div", { style: { fontSize: 13, color: theme_1.T.text2, fontFamily: theme_1.T.body, lineHeight: 1.7, marginBottom: 10 } }, (outputPayload === null || outputPayload === void 0 ? void 0 : outputPayload.additionalStrategiesBlurb)
                     || `Including: ${remainingNames.join(", ")}${remaining > 4 ? " and more" : ""}`),
                 react_1.default.createElement("div", { style: { fontSize: 12, color: theme_1.T.text3, fontFamily: theme_1.T.body, lineHeight: 1.6, borderLeft: `3px solid ${theme_1.T.accent}`, paddingLeft: 12 } }, "Full analysis with documents unlocks specific savings estimates for every eligible strategy.")))),
-        react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length, fedRatePct: fedRatePct, stateRatePct: stateRatePct, stateCode: ((_h = profile.states) === null || _h === void 0 ? void 0 : _h[0]) || "IL" }),
+        react_1.default.createElement(SampleAnalysisPreview_1.SampleAnalysisPreview, { sectionNum: sectionNums.sample, eligibleCount: eligible.length }),
         react_1.default.createElement(ProspectDocuments_1.ProspectDocuments, { sectionNum: sectionNums.documents, requiredDocs: requiredDocs, recommendedDocs: recommendedDocs, conditionalDocs: conditionalDocs }),
         react_1.default.createElement(ProspectNextSteps_1.ProspectNextSteps, { sectionNum: sectionNums.nextSteps, bizName: bizName, onUpgrade: onUpgrade, onPresent: onPresent, onPrint: handlePrint, onReset: onReset, confirmReset: confirmReset, onConfirmResetChange: setConfirmReset })));
 }