@paro.io/expert-shared-components 1.14.76 → 1.14.78

package/lib/components/TaxAxis/TaxAxisShell.d.ts

@@ -1,3 +1,3 @@
 import type { TaxAxisShellProps } from './types';
-export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }: TaxAxisShellProps) => JSX.Element;
+export declare const TaxAxisShell: ({ taxAxisApi, userContext, initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, qboRedirectUri, expertId, qboConnected, qboCompanyName, }: TaxAxisShellProps) => JSX.Element;
 export default TaxAxisShell;

package/lib/components/TaxAxis/TaxAxisShell.js

@@ -148,7 +148,7 @@ function ShellContainer({ children, fullWidth = false, }) {
     return (react_1.default.createElement("div", { className: 'min-h-screen bg-tax-axis-navy text-white font-tax-axis-body' },
         react_1.default.createElement("div", { className: 'max-w-[960px] mx-auto px-5 py-7' }, children)));
 }
-const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, expertId, qboConnected, qboCompanyName, }) => {
+const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, qboRedirectUri, expertId, qboConnected, qboCompanyName, }) => {
     const [step, setStep] = (0, react_1.useState)('SESSION_SETUP');
     const [profile, setProfile] = (0, react_1.useState)(initialProfile ? Object.assign({}, initialProfile) : null);
     const [sessionId, setSessionId] = (0, react_1.useState)(initialSessionId || null);
@@ -556,7 +556,7 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                             });
                         }), jobId: sessionId || undefined, onSaveReviewedField: (documentId, reviewedData) => __awaiter(void 0, void 0, void 0, function* () {
                             yield taxAxisApi.saveReviewedData(documentId, reviewedData);
-                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP'), qboConnected: qboConnectedState, qboCompanyName: qboCompanyNameState, qboAuthorizeUrl: qboAuthorizeUrl, qboClientConfirmed: qboConnectedState, onImportQboReport: taxAxisApi.importQboReport ? handleImportQboReport : undefined, onQboConnected: (companyName) => {
+                        }), onContinue: handleAnalyzeDocuments, onBack: () => isProspectFlow ? setStep('PROSPECT_REPORT') : setStep('SESSION_SETUP'), qboConnected: qboConnectedState, qboCompanyName: qboCompanyNameState, qboAuthorizeUrl: qboAuthorizeUrl, qboRedirectUri: qboRedirectUri, qboClientConfirmed: qboConnectedState, onImportQboReport: taxAxisApi.importQboReport ? handleImportQboReport : undefined, onQboConnected: (companyName) => {
                             setQboConnectedState(true);
                             setQboCompanyNameState(companyName);
                         }, onQboDisconnected: () => {

package/lib/components/TaxAxis/types.d.ts

@@ -15,6 +15,7 @@ export type TaxAxisShellProps = {
     };
     qboAuthorizeUrl?: string;
     qboGetClientsUrl?: string;
+    qboRedirectUri?: string;
     expertId?: string;
     qboConnected?: boolean;
     qboCompanyName?: string | null;

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.d.ts

@@ -31,6 +31,7 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     qboConnected?: boolean;
     qboCompanyName?: string | null;
     qboAuthorizeUrl?: string;
+    qboRedirectUri?: string;
     onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string) => Promise<any>;
     onQboConnected?: (companyName: string) => void;
     onQboDisconnected?: () => void;
@@ -40,4 +41,4 @@ export interface TaxAxisDocumentsProps extends TaxAxisScreenProps {
     }[]) => void;
     qboClientConfirmed?: boolean;
 }
-export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }: TaxAxisDocumentsProps): React.JSX.Element;
+export declare function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId, onSaveReviewedField, userContext: _userContext, qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed: _qboClientConfirmed, }: TaxAxisDocumentsProps): React.JSX.Element;

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

@@ -77,7 +77,7 @@ const TIER_DEFS = [
         ids: [],
     },
 ];
-function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", qboConnected = false, qboCompanyName, qboAuthorizeUrl, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed, }) {
+function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDocument, onDeleteDocument, fetchUploadedDocuments, parsedFieldCounts, jobId = "stub-job-id", onSaveReviewedField, userContext: _userContext = "expert", qboConnected = false, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, onQboConnected, onQboDisconnected, onQboImport, qboClientConfirmed: _qboClientConfirmed, }) {
     var _a, _b, _c, _d, _e, _f, _g, _h;
     const docSpecs = (0, react_1.useMemo)(() => (0, documents_1.getDocSpecs)(entityType !== null && entityType !== void 0 ? entityType : undefined), [entityType]);
     // Build tier defs dynamically from the doc spec list so they're always in sync.
@@ -124,6 +124,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
         qboConnected,
         qboCompanyName,
         qboAuthorizeUrl,
+        qboRedirectUri,
         onImportQboReport,
         fetchUploadedDocuments,
         sessionId: jobId,
@@ -134,7 +135,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
     });
     const showQboBanner = !!qboAuthorizeUrl || qboConnected;
     // FIX B: gate document list behind QBO client confirmation or manual skip
-    const [clientConfirmed, setClientConfirmed] = (0, react_1.useState)(!!(qboClientConfirmed || qboConnected || !showQboBanner));
+    const [clientConfirmed, setClientConfirmed] = (0, react_1.useState)(true);
     // Sync when qboConnected prop updates (e.g. localStorage restore in parent)
     (0, react_1.useEffect)(() => {
         if (qboConnected)
@@ -147,6 +148,7 @@ function TaxAxisDocuments({ profile, entityType, onContinue, onBack, onUploadDoc
         if (!fetchUploadedDocuments)
             return;
         fetchUploadedDocuments().then((uploaded) => {
+            var _a;
             if (!uploaded.length)
                 return;
             const parsedByType = {};
@@ -171,14 +173,25 @@ 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 +429,7 @@ 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/documents/qbo/types.d.ts

@@ -29,6 +29,8 @@ export interface QboFlowProps {
     qboCompanyName?: string | null;
     qboAuthorizeUrl?: string;
     qboGetClientsUrl?: string;
+    /** Override the OAuth redirect URI (e.g. /tax-axis/quickbooks for in-context connect) */
+    qboRedirectUri?: string;
     /** Selected tax year from the session profile — pre-fills the year dropdown */
     profileYear?: number;
     onImportQboReport?: (sessionId: string, realmId: string, reportType: string, accountingMethod: string, year?: number) => Promise<any>;

package/lib/tax-axis/components/documents/qbo/useQboFlow.d.ts

@@ -1,5 +1,5 @@
 import type { QboCompany, QboModalStep, QboFlowProps } from "./types";
-export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }: QboFlowProps): {
+export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }: QboFlowProps): {
     modalStep: QboModalStep;
     selectedCompany: QboCompany | null;
     selectedReports: string[];
@@ -10,7 +10,7 @@ export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeU
     companies: QboCompany[];
     openPermissions: () => void;
     openImport: () => void;
-    handlePermissionsContinue: () => void;
+    handlePermissionsContinue: () => Promise<void>;
     handleCompanySelected: (company: QboCompany) => void;
     handleReportsConfirmed: (reportIds: string[]) => Promise<void>;
     handleMappingConfirm: () => Promise<void>;

package/lib/tax-axis/components/documents/qbo/useQboFlow.js

@@ -21,14 +21,13 @@ function buildCompany(companyName) {
         .join("");
     return { id: "connected", name, initials, color: "#2CA01C" };
 }
-function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }) {
+function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirectUri, onImportQboReport, fetchUploadedDocuments, sessionId, profileYear, onQboConnected, onQboDisconnected, onQboImportComplete, }) {
     const [modalStep, setModalStep] = (0, react_1.useState)("closed");
     const [selectedCompany, setSelectedCompany] = (0, react_1.useState)(qboConnected ? buildCompany(qboCompanyName) : null);
     const [selectedReports, setSelectedReports] = (0, react_1.useState)([]);
     const [selectedYear, setSelectedYear] = (0, react_1.useState)(profileYear !== null && profileYear !== void 0 ? profileYear : new Date().getFullYear());
     const [importStepIndex, setImportStepIndex] = (0, react_1.useState)(0);
     const [error, setError] = (0, react_1.useState)(null);
-    const pollTimerRef = (0, react_1.useRef)(null);
     // Keep selectedYear in sync if profileYear prop changes
     const prevProfileYear = (0, react_1.useRef)(profileYear);
     if (profileYear !== prevProfileYear.current) {
@@ -41,13 +40,6 @@ function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQbo
         if (qboConnected)
             setSelectedCompany(buildCompany(qboCompanyName));
     }, [qboConnected, qboCompanyName]);
-    // Cleanup poll timer on unmount
-    (0, react_1.useEffect)(() => {
-        return () => {
-            if (pollTimerRef.current)
-                clearInterval(pollTimerRef.current);
-        };
-    }, []);
     // ── Already connected: skip straight to report selection ──
     const openImport = (0, react_1.useCallback)(() => {
         setError(null);
@@ -59,40 +51,41 @@ function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, onImportQbo
         setError(null);
         setModalStep("permissions");
     }, []);
-    // ── After permissions: start OAuth popup ──
-    const handlePermissionsContinue = (0, react_1.useCallback)(() => {
-        const isDemoMode = typeof window !== "undefined" &&
-            (!qboAuthorizeUrl || window.location.hostname === "localhost");
-        if (isDemoMode) {
-            setSelectedCompany(buildCompany(qboCompanyName));
-            setModalStep("client_selector");
+    // ── After permissions: POST to authorize endpoint to get Intuit OAuth URL, then open popup ──
+    const handlePermissionsContinue = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
+        if (!qboAuthorizeUrl) {
+            setError("QuickBooks authorization URL is not configured.");
             return;
         }
         setModalStep("oauth_pending");
-        const authorizeUrl = qboAuthorizeUrl;
-        const redirectUri = `${window.location.origin}/integrations-hub/callback`;
-        const authUrl = authorizeUrl.includes("?")
-            ? `${authorizeUrl}&redirectUri=${encodeURIComponent(redirectUri)}`
-            : `${authorizeUrl}?redirectUri=${encodeURIComponent(redirectUri)}`;
-        const popup = window.open(authUrl, "qbo_oauth", "width=600,height=700,scrollbars=yes");
-        // Poll for popup close — parent will re-fetch EPS and update qboConnected prop
-        let elapsed = 0;
-        pollTimerRef.current = setInterval(() => {
-            elapsed += 500;
-            if (popup && popup.closed) {
-                if (pollTimerRef.current)
-                    clearInterval(pollTimerRef.current);
-                // Parent prop update will trigger the useEffect above to set selectedCompany
-                setModalStep("client_selector");
+        try {
+            const redirectUri = qboRedirectUri !== null && qboRedirectUri !== void 0 ? qboRedirectUri : `${window.location.origin}/integrations-hub/callback`;
+            const res = yield fetch(qboAuthorizeUrl, {
+                method: "POST",
+                headers: { "Content-Type": "application/json" },
+                body: JSON.stringify({ redirectUri, environment: "sandbox" }),
+            });
+            if (!res.ok) {
+                throw new Error(`Authorization request failed: ${res.status}`);
             }
-            if (elapsed >= 120000) {
-                if (pollTimerRef.current)
-                    clearInterval(pollTimerRef.current);
-                setError("QuickBooks authorization timed out. Please try again.");
-                setModalStep("closed");
+            const data = yield res.json();
+            if (!data.authUri) {
+                throw new Error("No authorization URL returned.");
             }
-        }, 500);
-    }, [qboAuthorizeUrl, qboCompanyName]);
+            // Persist session context so the callback page can resume the correct session
+            if (sessionId) {
+                localStorage.setItem("taxaxis_pending_session", JSON.stringify({ sessionId, ts: Date.now() }));
+            }
+            localStorage.setItem("current_integration", "quickbooks");
+            // Full-page redirect — same as integrations hub. Intuit will redirect back
+            // to the registered redirectUri (/tax-axis/quickbooks) when complete.
+            window.location.href = data.authUri;
+        }
+        catch (err) {
+            setError(err.message || "Failed to start QuickBooks authorization.");
+            setModalStep("closed");
+        }
+    }), [qboAuthorizeUrl, qboRedirectUri, sessionId]);
     // ── Company selected ──
     const handleCompanySelected = (0, react_1.useCallback)((company) => {
         setSelectedCompany(company);

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/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.76",
+  "version": "1.14.78",
   "description": "",
   "main": "lib/index.js",
   "scripts": {