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

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);
@@ -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

@@ -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

@@ -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

@@ -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

@@ -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

@@ -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

@@ -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

@@ -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(),
@@ -58,7 +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

@@ -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

@@ -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

@@ -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

@@ -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

@@ -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

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