npm - @paro.io/expert-shared-components - Versions diffs - 1.14.75 → 1.14.77 - Mend

@paro.io/expert-shared-components 1.14.75 → 1.14.77

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (15) hide show

package/lib/components/TaxAxis/TaxAxisShell.js CHANGED Viewed

@@ -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);
@@ -293,7 +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);
@@ -301,7 +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,
@@ -317,7 +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 CHANGED Viewed

@@ -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/documents/DocumentReviewModal.d.ts CHANGED Viewed

@@ -6,8 +6,9 @@ export interface DocumentReviewModalProps {
     documentName: string;
     fileName: string;
     jobId: string;
+    documentType?: string;
     parsedData?: Record<string, unknown> | null;
     onSaveReviewedData?: (fields: Record<string, string>) => Promise<void>;
     onClose: () => void;
 }
-export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }: DocumentReviewModalProps): React.JSX.Element;
+export declare function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, documentType: documentTypeProp, parsedData, onSaveReviewedData, onClose, }: DocumentReviewModalProps): React.JSX.Element;

package/lib/tax-axis/components/documents/DocumentReviewModal.js CHANGED Viewed

@@ -138,7 +138,7 @@ function getTotalFieldCount(sections) {
     return sections.reduce((sum, s) => sum + s.fields.length, 0);
 }
 // ── Component ──
-function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, parsedData, onSaveReviewedData, onClose, }) {
+function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId, documentType: documentTypeProp, parsedData, onSaveReviewedData, onClose, }) {
     const [loading, setLoading] = (0, react_1.useState)(true);
     const [sections, setSections] = (0, react_1.useState)([]);
     const [saveStatus, setSaveStatus] = (0, react_1.useState)("idle");
@@ -147,7 +147,8 @@ function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId
         var _a;
         if (parsedData && typeof parsedData === "object") {
             const fields = ((_a = parsedData.fields) !== null && _a !== void 0 ? _a : parsedData);
-            const documentType = parsedData.documentType || documentId;
+            // Prefer explicit prop, then parsedData.documentType, never fall back to documentId (UUID)
+            const documentType = documentTypeProp || parsedData.documentType || "";
             setSections(buildSectionsFromCatalog(documentType, fields));
             setLoading(false);
             return;
@@ -158,7 +159,7 @@ function DocumentReviewModal({ documentId, documentName, fileName, jobId: _jobId
             setLoading(false);
         }, 400);
         return () => clearTimeout(t);
-    }, [documentId, parsedData]);
+    }, [documentId, documentTypeProp, parsedData]);
     const handleFieldChange = (0, react_1.useCallback)((sectionIdx, fieldIdx, newValue) => {
         setSections((prev) => prev.map((sec, si) => si === sectionIdx
             ? Object.assign(Object.assign({}, sec), { fields: sec.fields.map((f, fi) => fi === fieldIdx ? Object.assign(Object.assign({}, f), { value: newValue }) : f) }) : sec));

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

@@ -147,6 +147,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
         if (!fetchUploadedDocuments)
             return;
         fetchUploadedDocuments().then((uploaded) => {
+            var _a;
             if (!uploaded.length)
                 return;
             const parsedByType = {};
@@ -171,14 +172,25 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
             }));
             // Populate document ID map in one batch
             setUploadedDocIds((prev) => (Object.assign(Object.assign({}, prev), nextDocIds)));
-            // Populate review modal data
-            for (const doc of uploaded) {
+            // Populate review modal data — sort newest-first so the most recent doc wins
+            // when multiple docs share the same documentType (e.g. two profit_loss years).
+            const uploadedSorted = [...uploaded].sort((a, b) => new Date(String(b.updatedAt || 0)).getTime() - new Date(String(a.updatedAt || 0)).getTime());
+            for (const doc of uploadedSorted) {
                 if (!doc.documentType)
                     continue;
-                if (doc.parsedData)
-                    parsedByType[doc.documentType] = doc.parsedData;
+                // Only store parsedData if it has non-empty fields, and don't overwrite
+                // a richer entry already stored for this documentType.
+                const pData = doc.parsedData;
+                const pFields = pData ? ((_a = pData.fields) !== null && _a !== void 0 ? _a : pData) : null;
+                if (pFields && Object.keys(pFields).filter((k) => k !== '_line_items').length > 0) {
+                    if (!(doc.documentType in parsedByType)) {
+                        parsedByType[doc.documentType] = pData;
+                    }
+                }
                 if (doc.reviewedData && Object.keys(doc.reviewedData).length > 0) {
-                    reviewedByType[doc.documentType] = doc.reviewedData;
+                    if (!(doc.documentType in reviewedByType)) {
+                        reviewedByType[doc.documentType] = doc.reviewedData;
+                    }
                 }
             }
             if (Object.keys(parsedByType).length > 0)
@@ -416,7 +428,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
                     : failedCount > 0
                         ? `Continue (${failedCount} failed)`
                         : "Continue")))),
-        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
+        reviewDoc && (react_1.default.createElement(DocumentReviewModal_1.DocumentReviewModal, { documentId: reviewDoc.id, documentName: reviewDoc.name, fileName: reviewDoc.fileName || "", jobId: jobId, documentType: reviewDoc.documentType || undefined, parsedData: reviewParsedData, onSaveReviewedData: onSaveReviewedField
                 ? (fields) => __awaiter(this, void 0, void 0, function* () {
                     const docId = uploadedDocIds[docs.indexOf(reviewDoc)];
                     if (docId)

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

@@ -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 CHANGED Viewed

@@ -111,7 +111,7 @@ function StrategyRadar({ profile }) {
     const profileKey = JSON.stringify(profile);
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(safeProfile), [profileKey]);
     const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
-    const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
+    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 CHANGED Viewed

@@ -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 CHANGED Viewed

@@ -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(),
@@ -58,7 +63,10 @@ exports.intakeSchema = Yup.object().shape({
     familyEmployed: Yup.string().ensure(),
     period: Yup.string().ensure(),
 });
-exports.intakeDefaultValues = {
+/* ── Blackridge Construction Partners, LP — Test Fixture ──
+ * Swap _BLACKRIDGE_FIXTURE for _EMPTY_DEFAULTS below to revert.
+ */
+const _EMPTY_DEFAULTS = {
     bizName: "",
     cpaName: "",
     entity: "C-Corporation",
@@ -75,6 +83,7 @@ exports.intakeDefaultValues = {
     ownsRealEstate: "No",
     itemizesDeductions: "No",
     singleOwner: "Yes",
+    partners: [],
     equipmentPurchased: "0",
     realEstateValue: "0",
     capitalGains: "0",
@@ -91,3 +100,42 @@ exports.intakeDefaultValues = {
     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 CHANGED Viewed

@@ -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/TaxAxisProspectReport.js CHANGED Viewed

@@ -49,17 +49,28 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
     // ═══ SAVINGS RANGE — backend-authoritative when available ═══
     const computed = (0, react_1.useMemo)(() => (0, compute_1.computeAllStrategies)(profile), [profile]);
-    const displayLo = 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 displayHi = 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 : (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 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);
+    // 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);
     const realizedPctOfCurrent = (_f = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.gapBlock.realizedPctOfCurrent) !== null && _f !== void 0 ? _f : (currentTax > 0 ? Math.round((realizedSavings / currentTax) * 100) : 0);

package/lib/tax-axis/lib/compute/index.js CHANGED Viewed

@@ -63,7 +63,7 @@ function computeAllStrategies(profile) {
     const hsaExisting = (0, exports.parseNum)(profile.hsaContributions);
     const retirementExisting = (0, exports.parseNum)(profile.retirementContributions);
     const fedRate = parseFloat((profile.federalRate || "24").replace("%", "")) / 100 || 0.24;
-    const stateRate = parseFloat(profile.stateRate || "4.95") / 100;
+    const stateRate = parseFloat(profile.stateRate || "0") / 100;
     const combinedRate = fedRate + stateRate;
     const seTaxRate = 0.153;
     const sstb = profile.sstb || "No";
@@ -139,11 +139,19 @@ function computeAllStrategies(profile) {
     }
     /* #15 SALT/PTE Optimization */
     {
-        const statesTaxPaid = Math.round(net * stateRate);
+        // When primary state rate is 0 (e.g. TX), use highest nexus state rate
+        let pteStateRate = stateRate;
+        if (pteStateRate === 0 && (profile.states || []).length > 1) {
+            const STATE_TOP_RATES = { CA: 13.30, NY: 10.90, NJ: 10.75, HI: 11.00, OR: 9.90, MN: 9.85, DC: 10.75, VT: 8.75, WI: 7.65, ME: 7.15, CT: 6.99, NE: 6.64, DE: 6.60, MT: 6.75, SC: 6.50, RI: 5.99, ID: 5.80, NM: 5.90, VA: 5.75, MD: 5.75, KS: 5.70, GA: 5.39, WV: 5.12, MA: 5.00, MS: 5.00, AL: 5.00, MO: 4.95, IL: 4.95, UT: 4.65, OK: 4.75, NC: 4.50, CO: 4.40, AR: 4.40, MI: 4.25, LA: 4.25, KY: 4.00, OH: 3.75, IN: 3.05, PA: 3.07, AZ: 2.50, ND: 1.95 };
+            const nexusRates = (profile.states || []).map(s => { var _a; return ((_a = STATE_TOP_RATES[s]) !== null && _a !== void 0 ? _a : 0) / 100; }).filter(r => r > 0);
+            if (nexusRates.length > 0)
+                pteStateRate = Math.max(...nexusRates);
+        }
+        const statesTaxPaid = Math.round(net * pteStateRate);
         const pteSavings = Math.round(statesTaxPaid * 0.70);
         results.set(15, { lo: Math.max(Math.round(pteSavings * 0.80), 0), hi: Math.max(Math.round(pteSavings * 1.10), 0),
-            sources: [{ doc: "Intake", line: "Net Income", value: `$${net.toLocaleString()}`, field: "Pass-through Income" }, { doc: "Intake", line: "State Rate", value: `${(stateRate * 100).toFixed(2)}%`, field: "Marginal State Rate" }, { doc: "OBBBA \u00A770109", line: "SALT Cap", value: "$40,400", field: "2026 Cap" }],
-            trace: [{ n: 1, step: "Entity-level state tax", formula: `${net.toLocaleString()} \u00D7 ${(stateRate * 100).toFixed(2)}%`, result: `$${statesTaxPaid.toLocaleString()}`, src: "Intake" }, { n: 2, step: "PTE deduction value", formula: "Entity-level deduction bypasses SALT cap", result: `$${statesTaxPaid.toLocaleString()}`, src: "Notice 2020-75" }, { n: 3, step: "Net savings (credit offset)", formula: `${statesTaxPaid.toLocaleString()} \u00D7 70% recovery`, result: `$${pteSavings.toLocaleString()}`, src: "State credit" }] });
+            sources: [{ doc: "Intake", line: "Net Income", value: `$${net.toLocaleString()}`, field: "Pass-through Income" }, { doc: "Intake", line: "State Rate", value: `${(pteStateRate * 100).toFixed(2)}%`, field: "Marginal State Rate" }, { doc: "OBBBA \u00A770109", line: "SALT Cap", value: "$40,400", field: "2026 Cap" }],
+            trace: [{ n: 1, step: "Entity-level state tax", formula: `${net.toLocaleString()} \u00D7 ${(pteStateRate * 100).toFixed(2)}%`, result: `$${statesTaxPaid.toLocaleString()}`, src: "Intake" }, { n: 2, step: "PTE deduction value", formula: "Entity-level deduction bypasses SALT cap", result: `$${statesTaxPaid.toLocaleString()}`, src: "Notice 2020-75" }, { n: 3, step: "Net savings (credit offset)", formula: `${statesTaxPaid.toLocaleString()} \u00D7 70% recovery`, result: `$${pteSavings.toLocaleString()}`, src: "State credit" }] });
     }
     /* #22 Overtime Pay Deduction (OBBBA) */
     if (overtime > 0) {

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

@@ -39,58 +39,107 @@ exports.DOCUMENT_FIELD_CATALOG = {
         sections: [
             {
                 head: "Revenue",
-                fields: ["total_revenue", "gross_revenue", "cost_of_goods_sold", "gross_profit"],
+                fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"],
             },
             {
                 head: "Operating Expenses",
-                fields: ["total_expenses", "payroll_expense", "rent_expense", "depreciation", "other_expenses"],
+                fields: [
+                    "total_operating_expenses",
+                    "salaries_wages_staff",
+                    "rent_expense",
+                    "depreciation_expense",
+                    "amortization_expense",
+                    "advertising_marketing",
+                    "professional_fees",
+                    "insurance_nonhealth",
+                    "business_meals",
+                    "other_expenses",
+                ],
             },
             {
                 head: "Net Income",
-                fields: ["net_income", "net_margin"],
+                fields: ["net_operating_income", "net_income"],
             },
         ],
         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" },
+            total_operating_expenses: { label: "Total Operating Expenses" },
+            salaries_wages_staff: { label: "Salaries & Wages" },
             rent_expense: { label: "Rent / Lease" },
-            depreciation: { label: "Depreciation & Amortization" },
+            depreciation_expense: { label: "Depreciation" },
+            amortization_expense: { label: "Amortization" },
+            advertising_marketing: { label: "Advertising & Marketing" },
+            professional_fees: { label: "Professional Fees" },
+            insurance_nonhealth: { label: "Insurance" },
+            business_meals: { label: "Meals & Entertainment" },
             other_expenses: { label: "Other Expenses" },
+            net_operating_income: { label: "Net Operating Income" },
             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"],
+                fields: [
+                    "total_current_assets",
+                    "total_assets",
+                    "cash_and_equivalents",
+                    "accounts_receivable",
+                    "inventory",
+                    "prepaid_expenses",
+                    "property_equipment_net",
+                    "accumulated_depreciation",
+                ],
             },
             {
                 head: "Liabilities",
-                fields: ["total_liabilities", "current_liabilities", "accounts_payable", "long_term_debt"],
+                fields: [
+                    "total_current_liabilities",
+                    "total_liabilities",
+                    "accounts_payable",
+                    "accrued_liabilities",
+                    "deferred_revenue",
+                    "short_term_debt",
+                    "long_term_debt",
+                    "total_liabilities_and_equity",
+                ],
             },
             {
                 head: "Equity",
-                fields: ["total_equity", "retained_earnings"],
+                fields: [
+                    "total_equity",
+                    "retained_earnings",
+                    "owners_equity",
+                    "common_stock_par_value",
+                    "additional_paid_in_capital",
+                ],
             },
         ],
         fields: {
+            total_current_assets: { label: "Total Current Assets" },
             total_assets: { label: "Total Assets" },
-            current_assets: { label: "Current Assets" },
-            cash: { label: "Cash & Equivalents" },
+            cash_and_equivalents: { label: "Cash & Equivalents" },
             accounts_receivable: { label: "Accounts Receivable" },
-            fixed_assets: { label: "Fixed Assets (Net)" },
+            inventory: { label: "Inventory" },
+            prepaid_expenses: { label: "Prepaid Expenses" },
+            property_equipment_net: { label: "Fixed Assets (Net)" },
+            accumulated_depreciation: { label: "Accumulated Depreciation" },
+            total_current_liabilities: { label: "Total Current Liabilities" },
             total_liabilities: { label: "Total Liabilities" },
-            current_liabilities: { label: "Current Liabilities" },
             accounts_payable: { label: "Accounts Payable" },
+            accrued_liabilities: { label: "Accrued Liabilities" },
+            deferred_revenue: { label: "Deferred Revenue" },
+            short_term_debt: { label: "Short-Term Debt" },
             long_term_debt: { label: "Long-Term Debt" },
+            total_liabilities_and_equity: { label: "Total Liabilities & Equity" },
             total_equity: { label: "Total Equity" },
             retained_earnings: { label: "Retained Earnings" },
+            owners_equity: { label: "Owner's Equity" },
+            common_stock_par_value: { label: "Common Stock" },
+            additional_paid_in_capital: { label: "Opening Balance Equity" },
         },
     },
     schedule_k1_s_corp: {

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

@@ -58,6 +58,11 @@ export interface Strategy {
     positionStrength?: string;
     specialistNote?: string;
 }
+export interface PartnerInfo {
+    name: string;
+    ownershipPct: number;
+    partnerType: 'general' | 'limited';
+}
 export interface ClientProfile {
     bizName: string;
     cpaName: string;
@@ -75,6 +80,13 @@ export interface ClientProfile {
     ownsRealEstate: "No" | "Yes — Commercial" | "Yes — Residential" | "Yes — Both";
     itemizesDeductions: "Yes" | "No" | "Unsure";
     singleOwner: "Yes" | "No";
+    partners?: PartnerInfo[];
+    per_owner_allocations?: Array<{
+        owner_name: string;
+        ownership_pct: number;
+        qbi?: number;
+        w2_wages?: number;
+    }>;
     equipmentPurchased: string;
     realEstateValue: string;
     capitalGains: string;

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.75",
+  "version": "1.14.77",
   "description": "",
   "main": "lib/index.js",
   "scripts": {