npm - @paro.io/expert-shared-components - Versions diffs - 1.14.78 → 1.14.80 - Mend

@paro.io/expert-shared-components 1.14.78 → 1.14.80

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 (10) hide show

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

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

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

@@ -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, qboRedirectUri, expertId, qboConnected, qboCompanyName, }) => {
+const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, initialProfile, onSessionChange, documentUploadUrl, uploadBucketName, sessionDefaults, qboAuthorizeUrl, qboRedirectUri, onQboDisconnect, 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);
@@ -559,10 +559,12 @@ const TaxAxisShell = ({ taxAxisApi, userContext = 'expert', initialSessionId, in
                         }), 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: () => {
+                        }, onQboDisconnected: () => __awaiter(void 0, void 0, void 0, function* () {
+                            if (onQboDisconnect)
+                                yield onQboDisconnect();
                             setQboConnectedState(false);
                             setQboCompanyNameState(null);
-                        } })));
+                        }) })));
             case 'PROCESSING':
                 return (react_1.default.createElement(ShellContainer, null,
                     react_1.default.createElement(TaxAxisProcessing_1.TaxAxisProcessing, { profile: profile, userContext: userContext, reportReady: reportReady, onComplete: () => setStep('DASHBOARD') })));

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

@@ -16,6 +16,7 @@ export type TaxAxisShellProps = {
     qboAuthorizeUrl?: string;
     qboGetClientsUrl?: string;
     qboRedirectUri?: string;
+    onQboDisconnect?: () => Promise<void>;
     expertId?: string;
     qboConnected?: boolean;
     qboCompanyName?: string | null;

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

@@ -14,6 +14,6 @@ export declare function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeU
     handleCompanySelected: (company: QboCompany) => void;
     handleReportsConfirmed: (reportIds: string[]) => Promise<void>;
     handleMappingConfirm: () => Promise<void>;
-    handleDisconnect: () => void;
+    handleDisconnect: () => Promise<void>;
     closeModal: () => void;
 };

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

@@ -166,14 +166,16 @@ function useQboFlow({ qboConnected, qboCompanyName, qboAuthorizeUrl, qboRedirect
     const handleMappingConfirm = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
         yield handleReportsConfirmed(selectedReports);
     }), [handleReportsConfirmed, selectedReports]);
-    const handleDisconnect = (0, react_1.useCallback)(() => {
+    const handleDisconnect = (0, react_1.useCallback)(() => __awaiter(this, void 0, void 0, function* () {
+        if (!window.confirm("Are you sure you want to disconnect QuickBooks? This will stop data imports for this account."))
+            return;
         setSelectedCompany(null);
         setSelectedReports([]);
         setImportStepIndex(0);
         setModalStep("closed");
         if (onQboDisconnected)
-            onQboDisconnected();
-    }, [onQboDisconnected]);
+            yield onQboDisconnected();
+    }), [onQboDisconnected]);
     const closeModal = (0, react_1.useCallback)(() => {
         setModalStep("closed");
         setError(null);

package/lib/tax-axis/components/prospectReport/TaxAxisProspectReport.d.ts CHANGED Viewed

@@ -14,6 +14,29 @@ export interface BackendComputePayload {
     eligibleCount: number;
     highPriorityCount: number;
     quickWinCount: number;
+    top3?: Array<{
+        rank: number;
+        name: string;
+        code: string;
+        savingsLo: number;
+        savingsHi: number;
+        score: number;
+        priority: string;
+        timeline: string;
+        authority: string;
+        forms: string;
+        narrative: {
+            whyItMatters: string;
+            whatWeDo: string;
+        };
+    }>;
+    allEligible?: Array<{
+        rank: number;
+        name: string;
+        savingsLo: number;
+        savingsHi: number;
+        score: number;
+    }>;
     gapBlock: {
         currentTax: number;
         optimizedTax: number;

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

@@ -44,7 +44,20 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const eligible = (0, react_1.useMemo)(() => (0, compute_1.filterEligibleStrategies)(profile), [profile]);
     const high = eligible.filter(s => s.priority === "HIGH");
     const quick = eligible.filter(s => s.priority === "QUICK WIN");
-    const top3 = (0, react_1.useMemo)(() => [...eligible].sort((a, b) => b.score - a.score).slice(0, 3), [eligible]);
+    const top3 = (0, react_1.useMemo)(() => {
+        var _a;
+        // Prefer backend-determined top 3 order when available
+        if ((_a = backendComputePayload === null || backendComputePayload === void 0 ? void 0 : backendComputePayload.top3) === null || _a === void 0 ? void 0 : _a.length) {
+            const backendRanks = backendComputePayload.top3.map(s => s.rank);
+            const matched = backendRanks
+                .map(rank => eligible.find(s => s.rank === rank))
+                .filter((s) => !!s);
+            if (matched.length >= 3)
+                return matched;
+        }
+        // Fallback: client-side sort by static score (no backend data available)
+        return [...eligible].sort((a, b) => b.score - a.score).slice(0, 3);
+    }, [backendComputePayload, eligible]);
     const remaining = eligible.length - top3.length;
     const remainingNames = eligible.filter(s => !top3.includes(s)).slice(0, 4).map(s => s.name);
     // ═══ SAVINGS RANGE — backend-authoritative when available ═══

package/lib/tax-axis/lib/documentFieldCatalog.d.ts CHANGED Viewed

@@ -1,13 +1,18 @@
-export interface FieldDef {
-    label: string;
+export interface CatalogFieldDef {
+    label?: string;
     sourceRef?: string;
 }
 export interface CatalogSection {
     head: string;
     fields: string[];
 }
-export interface DocumentCatalogEntry {
+export interface CatalogEntry {
     sections: CatalogSection[];
-    fields: Record<string, FieldDef>;
+    fields: Record<string, CatalogFieldDef>;
 }
-export declare const DOCUMENT_FIELD_CATALOG: Record<string, DocumentCatalogEntry>;
+/**
+ * Keyed by documentType string returned by the backend in parsedData.documentType.
+ * When DocumentReviewModal receives parsedData, it looks up the documentType here
+ * to get section groupings and field labels. Falls back to flat rendering if no entry.
+ */
+export declare const DOCUMENT_FIELD_CATALOG: Record<string, CatalogEntry>;

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

@@ -1,245 +1,410 @@
 "use strict";
-// Catalog that maps canonical documentType keys to their review sections and field metadata.
-// Used by DocumentReviewModal to render structured field review UI from parsedData.
+// documentFieldCatalog — per-documentType section/field metadata for the Review modal.
+// Sections group extracted fields into labeled categories (Revenue, Expenses, etc.).
+// Field defs provide human-readable labels and source line references.
+// Built from backend extraction schemas in paro-graphql-api/src/tax-axis/catalog/documentCatalog.ts.
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.DOCUMENT_FIELD_CATALOG = void 0;
+/**
+ * Keyed by documentType string returned by the backend in parsedData.documentType.
+ * When DocumentReviewModal receives parsedData, it looks up the documentType here
+ * to get section groupings and field labels. Falls back to flat rendering if no entry.
+ */
 exports.DOCUMENT_FIELD_CATALOG = {
-    federal_tax_return: {
+    // ── Profit & Loss ──
+    profit_loss: {
         sections: [
+            { head: "Revenue", fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"] },
             {
-                head: "Income",
-                fields: ["total_income", "wages", "business_income", "capital_gains", "other_income"],
-            },
-            {
-                head: "Deductions",
-                fields: ["total_deductions", "qbi_deduction", "standard_deduction", "itemized_deductions"],
-            },
-            {
-                head: "Tax",
-                fields: ["taxable_income", "total_tax", "self_employment_tax", "effective_rate"],
+                head: "Operating Expenses",
+                fields: [
+                    "officer_compensation", "salaries_wages_staff", "employee_benefits",
+                    "payroll_taxes_employer", "employer_retirement_contribution",
+                    "rent_expense", "utilities", "software_subscriptions",
+                    "professional_fees", "advertising_marketing", "travel",
+                    "business_meals", "office_supplies", "insurance_nonhealth",
+                    "repairs_maintenance", "bank_fees", "contract_labor",
+                    "mortgage_interest", "business_interest_nonmortgage",
+                    "depreciation_expense", "amortization_expense", "other_expenses",
+                    "total_operating_expenses",
+                ],
             },
+            { head: "Net Income", fields: ["net_operating_income", "income_tax_provision", "net_income"] },
         ],
         fields: {
-            total_income: { label: "Total Income", sourceRef: "Form 1040 Line 9" },
-            wages: { label: "Wages & Salary", sourceRef: "Form 1040 Line 1a" },
-            business_income: { label: "Business Income (Schedule C)", sourceRef: "Form 1040 Line 8" },
-            capital_gains: { label: "Capital Gains", sourceRef: "Form 1040 Line 7" },
-            other_income: { label: "Other Income", sourceRef: "Form 1040 Line 8z" },
-            total_deductions: { label: "Total Deductions", sourceRef: "Form 1040 Line 12" },
-            qbi_deduction: { label: "QBI Deduction (§199A)", sourceRef: "Form 1040 Line 13" },
-            standard_deduction: { label: "Standard Deduction", sourceRef: "Form 1040 Line 12a" },
-            itemized_deductions: { label: "Itemized Deductions", sourceRef: "Schedule A Total" },
-            taxable_income: { label: "Taxable Income", sourceRef: "Form 1040 Line 15" },
-            total_tax: { label: "Total Tax", sourceRef: "Form 1040 Line 24" },
-            self_employment_tax: { label: "Self-Employment Tax", sourceRef: "Schedule SE" },
-            effective_rate: { label: "Effective Tax Rate" },
+            total_revenue: { label: "Total Revenue", sourceRef: "Line 1a" },
+            cost_of_goods_sold: { label: "Cost of Goods Sold", sourceRef: "Line 2" },
+            gross_profit: { label: "Gross Profit", sourceRef: "Computed" },
+            officer_compensation: { label: "Officer Compensation", sourceRef: "Line 7" },
+            salaries_wages_staff: { label: "Wages & Salaries", sourceRef: "Line 13" },
+            employee_benefits: { label: "Employee Benefits", sourceRef: "" },
+            payroll_taxes_employer: { label: "Payroll Taxes", sourceRef: "" },
+            employer_retirement_contribution: { label: "Retirement Contributions", sourceRef: "" },
+            rent_expense: { label: "Rent / Lease", sourceRef: "Line 15" },
+            utilities: { label: "Utilities", sourceRef: "" },
+            software_subscriptions: { label: "Software & Subscriptions", sourceRef: "" },
+            professional_fees: { label: "Professional Fees", sourceRef: "Line 17" },
+            advertising_marketing: { label: "Advertising & Marketing", sourceRef: "" },
+            travel: { label: "Travel", sourceRef: "" },
+            business_meals: { label: "Meals & Entertainment", sourceRef: "Line 19" },
+            office_supplies: { label: "Office Supplies", sourceRef: "" },
+            insurance_nonhealth: { label: "Insurance (Non-Health)", sourceRef: "" },
+            repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "" },
+            bank_fees: { label: "Bank Fees", sourceRef: "" },
+            contract_labor: { label: "Contract Labor", sourceRef: "" },
+            mortgage_interest: { label: "Mortgage Interest", sourceRef: "" },
+            business_interest_nonmortgage: { label: "Business Interest", sourceRef: "" },
+            depreciation_expense: { label: "Depreciation", sourceRef: "Line 14" },
+            amortization_expense: { label: "Amortization", sourceRef: "" },
+            other_expenses: { label: "Other Expenses", sourceRef: "" },
+            total_operating_expenses: { label: "Total Operating Expenses", sourceRef: "" },
+            net_operating_income: { label: "Net Operating Income", sourceRef: "Line 21" },
+            income_tax_provision: { label: "Income Tax Provision", sourceRef: "" },
+            net_income: { label: "Net Income", sourceRef: "Line 30" },
         },
     },
-    profit_loss: {
+    // ── Balance Sheet ──
+    balance_sheet: {
         sections: [
             {
-                head: "Revenue",
-                fields: ["total_revenue", "cost_of_goods_sold", "gross_profit"],
+                head: "Assets",
+                fields: [
+                    "cash_and_equivalents", "accounts_receivable",
+                    "allowance_for_doubtful_accounts", "prepaid_expenses", "inventory",
+                    "total_current_assets", "property_equipment_gross",
+                    "accumulated_depreciation", "property_equipment_net",
+                    "intangible_assets_gross", "accumulated_amortization",
+                    "intangible_assets_net", "security_deposits_held_as_asset", "total_assets",
+                ],
             },
             {
-                head: "Operating Expenses",
+                head: "Liabilities",
                 fields: [
-                    "total_operating_expenses",
-                    "salaries_wages_staff",
-                    "rent_expense",
-                    "depreciation_expense",
-                    "amortization_expense",
-                    "advertising_marketing",
-                    "professional_fees",
-                    "insurance_nonhealth",
-                    "business_meals",
-                    "other_expenses",
+                    "accounts_payable", "accrued_liabilities", "deferred_revenue",
+                    "short_term_debt", "long_term_debt_current_portion",
+                    "total_current_liabilities", "long_term_debt", "total_liabilities",
                 ],
             },
             {
-                head: "Net Income",
-                fields: ["net_operating_income", "net_income"],
+                head: "Equity",
+                fields: [
+                    "common_stock_par_value", "additional_paid_in_capital",
+                    "retained_earnings", "aaa_balance", "owners_equity",
+                    "total_equity", "total_liabilities_and_equity",
+                ],
             },
         ],
         fields: {
-            total_revenue: { label: "Total Revenue" },
-            cost_of_goods_sold: { label: "Cost of Goods Sold (COGS)" },
-            gross_profit: { label: "Gross Profit" },
-            total_operating_expenses: { label: "Total Operating Expenses" },
-            salaries_wages_staff: { label: "Salaries & Wages" },
-            rent_expense: { label: "Rent / Lease" },
-            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" },
+            cash_and_equivalents: { label: "Cash & Equivalents", sourceRef: "Line 1" },
+            accounts_receivable: { label: "Accounts Receivable", sourceRef: "Line 2" },
+            allowance_for_doubtful_accounts: { label: "Allowance for Doubtful Accts", sourceRef: "" },
+            prepaid_expenses: { label: "Prepaid Expenses", sourceRef: "" },
+            inventory: { label: "Inventory", sourceRef: "Line 3" },
+            total_current_assets: { label: "Total Current Assets", sourceRef: "" },
+            property_equipment_gross: { label: "Property & Equipment (Gross)", sourceRef: "" },
+            accumulated_depreciation: { label: "Accumulated Depreciation", sourceRef: "" },
+            property_equipment_net: { label: "Property & Equipment (Net)", sourceRef: "" },
+            intangible_assets_gross: { label: "Intangible Assets (Gross)", sourceRef: "" },
+            accumulated_amortization: { label: "Accumulated Amortization", sourceRef: "" },
+            intangible_assets_net: { label: "Intangible Assets (Net)", sourceRef: "" },
+            security_deposits_held_as_asset: { label: "Security Deposits", sourceRef: "" },
+            total_assets: { label: "Total Assets", sourceRef: "Line 11" },
+            accounts_payable: { label: "Accounts Payable", sourceRef: "Line 15" },
+            accrued_liabilities: { label: "Accrued Liabilities", sourceRef: "" },
+            deferred_revenue: { label: "Deferred Revenue", sourceRef: "" },
+            short_term_debt: { label: "Short-Term Debt", sourceRef: "" },
+            long_term_debt_current_portion: { label: "Current Portion of LT Debt", sourceRef: "" },
+            total_current_liabilities: { label: "Total Current Liabilities", sourceRef: "" },
+            long_term_debt: { label: "Long-Term Debt", sourceRef: "Line 17" },
+            total_liabilities: { label: "Total Liabilities", sourceRef: "Line 22" },
+            common_stock_par_value: { label: "Common Stock", sourceRef: "" },
+            additional_paid_in_capital: { label: "Additional Paid-in Capital", sourceRef: "" },
+            retained_earnings: { label: "Retained Earnings", sourceRef: "Line 24" },
+            aaa_balance: { label: "AAA Balance", sourceRef: "" },
+            owners_equity: { label: "Owner's Equity", sourceRef: "" },
+            total_equity: { label: "Total Equity", sourceRef: "Line 27" },
+            total_liabilities_and_equity: { label: "Total Liabilities & Equity", sourceRef: "" },
         },
     },
-    balance_sheet: {
+    // ── Federal Tax Return (1120S, 1120, 1065, Schedule C) ──
+    federal_tax_return: {
         sections: [
             {
-                head: "Assets",
+                head: "Entity & Filing",
                 fields: [
-                    "total_current_assets",
-                    "total_assets",
-                    "cash_and_equivalents",
-                    "accounts_receivable",
-                    "inventory",
-                    "prepaid_expenses",
-                    "property_equipment_net",
-                    "accumulated_depreciation",
+                    "entity_tax_classification", "ein", "date_incorporated",
+                    "accounting_method_box", "industry_naics",
+                    "amended_return_flag", "initial_return_flag", "final_return_flag",
                 ],
             },
             {
-                head: "Liabilities",
+                head: "Income",
                 fields: [
-                    "total_current_liabilities",
-                    "total_liabilities",
-                    "accounts_payable",
-                    "accrued_liabilities",
-                    "deferred_revenue",
-                    "short_term_debt",
-                    "long_term_debt",
-                    "total_liabilities_and_equity",
+                    "gross_receipts_L1a", "returns_and_allowances_L1b", "revenue",
+                    "cost_of_goods_sold", "gross_profit", "total_income",
                 ],
             },
             {
-                head: "Equity",
+                head: "Deductions",
                 fields: [
-                    "total_equity",
-                    "retained_earnings",
-                    "owners_equity",
-                    "common_stock_par_value",
-                    "additional_paid_in_capital",
+                    "compensation_of_officers_line", "salaries_wages_line",
+                    "repairs_maintenance", "rent_expense_line",
+                    "taxes_and_licenses_line", "interest_expense_line",
+                    "charitable_contributions", "depreciation_line",
+                    "advertising_expense", "pension_profit_sharing",
+                    "employee_benefit_programs", "other_deductions_line",
+                    "total_deductions",
+                ],
+            },
+            {
+                head: "Tax Computation",
+                fields: [
+                    "net_income", "nol_deduction", "total_tax",
+                    "estimated_tax_payments", "tax_due_or_overpayment",
+                    "self_emp_hi",
                 ],
             },
         ],
         fields: {
-            total_current_assets: { label: "Total Current Assets" },
-            total_assets: { label: "Total Assets" },
-            cash_and_equivalents: { label: "Cash & Equivalents" },
-            accounts_receivable: { label: "Accounts Receivable" },
-            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" },
-            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" },
+            entity_tax_classification: { label: "Entity Classification", sourceRef: "Form Title" },
+            ein: { label: "EIN", sourceRef: "Box B" },
+            date_incorporated: { label: "Date Incorporated", sourceRef: "Box E" },
+            accounting_method_box: { label: "Accounting Method", sourceRef: "Sch B Q1" },
+            industry_naics: { label: "NAICS Code", sourceRef: "Box A" },
+            amended_return_flag: { label: "Amended Return", sourceRef: "Header" },
+            initial_return_flag: { label: "Initial Return", sourceRef: "Header" },
+            final_return_flag: { label: "Final Return", sourceRef: "Header" },
+            gross_receipts_L1a: { label: "Gross Receipts", sourceRef: "Line 1a" },
+            returns_and_allowances_L1b: { label: "Returns & Allowances", sourceRef: "Line 1b" },
+            revenue: { label: "Revenue", sourceRef: "Line 1c" },
+            cost_of_goods_sold: { label: "Cost of Goods Sold", sourceRef: "Line 2" },
+            gross_profit: { label: "Gross Profit", sourceRef: "Line 3" },
+            total_income: { label: "Total Income", sourceRef: "Line 6" },
+            compensation_of_officers_line: { label: "Officer Compensation", sourceRef: "Line 7" },
+            salaries_wages_line: { label: "Salaries & Wages", sourceRef: "Line 8" },
+            repairs_maintenance: { label: "Repairs & Maintenance", sourceRef: "Line 9" },
+            rent_expense_line: { label: "Rent Expense", sourceRef: "Line 11" },
+            taxes_and_licenses_line: { label: "Taxes & Licenses", sourceRef: "Line 12" },
+            interest_expense_line: { label: "Interest Expense", sourceRef: "Line 13" },
+            charitable_contributions: { label: "Charitable Contributions", sourceRef: "Line 19" },
+            depreciation_line: { label: "Depreciation", sourceRef: "Line 14" },
+            advertising_expense: { label: "Advertising", sourceRef: "Line 16" },
+            pension_profit_sharing: { label: "Pension & Profit Sharing", sourceRef: "Line 17" },
+            employee_benefit_programs: { label: "Employee Benefits", sourceRef: "Line 18" },
+            other_deductions_line: { label: "Other Deductions", sourceRef: "Line 19" },
+            total_deductions: { label: "Total Deductions", sourceRef: "Line 20" },
+            net_income: { label: "Net Income", sourceRef: "Line 21" },
+            nol_deduction: { label: "NOL Deduction", sourceRef: "Line 29a" },
+            total_tax: { label: "Total Tax", sourceRef: "Line 31" },
+            estimated_tax_payments: { label: "Estimated Tax Payments", sourceRef: "Line 32b" },
+            tax_due_or_overpayment: { label: "Tax Due / Overpayment", sourceRef: "" },
+            self_emp_hi: { label: "Self-Employed Health Insurance", sourceRef: "Sch 1 L17" },
         },
     },
-    schedule_k1_s_corp: {
+    // ── W-3 (Payroll Summary) ──
+    w3: {
         sections: [
             {
-                head: "Ordinary Income",
-                fields: ["ordinary_income", "net_rental_income", "interest_income", "dividend_income"],
+                head: "Wages & Withholding",
+                fields: [
+                    "wages_tips_other_compensation_box1", "federal_income_tax_withheld_box2",
+                    "social_security_wages_box3", "social_security_tax_withheld_box4",
+                    "medicare_wages_box5", "medicare_tax_withheld_box6",
+                    "social_security_tips_box7", "allocated_tips_box8",
+                ],
             },
             {
-                head: "Deductions & Credits",
-                fields: ["section_179_deduction", "charitable_contributions", "credits"],
+                head: "Benefits & Other",
+                fields: [
+                    "dependent_care_benefits_box10", "nonqualified_plans_box11",
+                    "owner_w2_comp", "employees",
+                ],
             },
         ],
         fields: {
-            ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
-            net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
-            interest_income: { label: "Interest Income", sourceRef: "K-1 Box 4" },
-            dividend_income: { label: "Ordinary Dividends", sourceRef: "K-1 Box 5a" },
-            section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 11" },
-            charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 12" },
-            credits: { label: "Credits", sourceRef: "K-1 Box 13" },
+            wages_tips_other_compensation_box1: { label: "Wages, Tips & Compensation", sourceRef: "Box 1" },
+            federal_income_tax_withheld_box2: { label: "Federal Income Tax Withheld", sourceRef: "Box 2" },
+            social_security_wages_box3: { label: "Social Security Wages", sourceRef: "Box 3" },
+            social_security_tax_withheld_box4: { label: "SS Tax Withheld", sourceRef: "Box 4" },
+            medicare_wages_box5: { label: "Medicare Wages", sourceRef: "Box 5" },
+            medicare_tax_withheld_box6: { label: "Medicare Tax Withheld", sourceRef: "Box 6" },
+            social_security_tips_box7: { label: "Social Security Tips", sourceRef: "Box 7" },
+            allocated_tips_box8: { label: "Allocated Tips", sourceRef: "Box 8" },
+            dependent_care_benefits_box10: { label: "Dependent Care Benefits", sourceRef: "Box 10" },
+            nonqualified_plans_box11: { label: "Nonqualified Plans", sourceRef: "Box 11" },
+            owner_w2_comp: { label: "Owner W-2 Compensation", sourceRef: "Box 1 (Officer)" },
+            employees: { label: "Number of Employees", sourceRef: "Box d" },
         },
     },
-    schedule_k1_partnership: {
+    // ── Payroll Records ──
+    payroll_records: {
         sections: [
             {
-                head: "Ordinary Income",
-                fields: ["ordinary_income", "net_rental_income", "guaranteed_payments", "interest_income"],
+                head: "Totals",
+                fields: [
+                    "employees", "w2_wages_paid_total",
+                    "total_federal_withholding", "total_ss_withholding",
+                    "total_medicare_withholding",
+                ],
             },
             {
-                head: "Deductions & Credits",
-                fields: ["section_179_deduction", "charitable_contributions", "self_employment_earnings"],
+                head: "Employer Costs",
+                fields: [
+                    "employer_fica_match", "employer_futa_paid",
+                    "employer_401k_match_total", "bonuses_paid_total",
+                    "commissions_paid_total", "overtime_pay_total",
+                    "tip_income_reported",
+                ],
             },
         ],
         fields: {
-            ordinary_income: { label: "Ordinary Business Income (Loss)", sourceRef: "K-1 Box 1" },
-            net_rental_income: { label: "Net Rental Real Estate Income", sourceRef: "K-1 Box 2" },
-            guaranteed_payments: { label: "Guaranteed Payments", sourceRef: "K-1 Box 4" },
-            interest_income: { label: "Interest Income", sourceRef: "K-1 Box 5" },
-            section_179_deduction: { label: "Section 179 Deduction", sourceRef: "K-1 Box 12" },
-            charitable_contributions: { label: "Charitable Contributions", sourceRef: "K-1 Box 13" },
-            self_employment_earnings: { label: "Self-Employment Earnings", sourceRef: "K-1 Box 14" },
+            employees: { label: "Number of Employees", sourceRef: "" },
+            w2_wages_paid_total: { label: "Total W-2 Wages Paid", sourceRef: "" },
+            total_federal_withholding: { label: "Federal Withholding", sourceRef: "" },
+            total_ss_withholding: { label: "Social Security Withholding", sourceRef: "" },
+            total_medicare_withholding: { label: "Medicare Withholding", sourceRef: "" },
+            employer_fica_match: { label: "Employer FICA Match", sourceRef: "" },
+            employer_futa_paid: { label: "FUTA Paid", sourceRef: "" },
+            employer_401k_match_total: { label: "401(k) Match Total", sourceRef: "" },
+            bonuses_paid_total: { label: "Bonuses Paid", sourceRef: "" },
+            commissions_paid_total: { label: "Commissions Paid", sourceRef: "" },
+            overtime_pay_total: { label: "Overtime Pay", sourceRef: "" },
+            tip_income_reported: { label: "Tip Income Reported", sourceRef: "" },
         },
     },
+    // ── Fixed Asset Schedule ──
     fixed_asset_schedule: {
         sections: [
             {
-                head: "Asset Summary",
-                fields: ["total_asset_cost", "total_accumulated_depreciation", "total_net_book_value", "bonus_depreciation_taken", "section_179_taken"],
+                head: "Summary",
+                fields: [
+                    "total_original_cost", "total_accumulated_depreciation",
+                    "total_net_book_value", "fixed_asset_additions_current_year",
+                    "qualifying_asset_cost",
+                ],
+            },
+            {
+                head: "Depreciation & Amortization",
+                fields: [
+                    "total_section_179_claimed", "total_bonus_depreciation_claimed",
+                    "qip_value", "ubia_total",
+                ],
             },
         ],
         fields: {
-            total_asset_cost: { label: "Total Asset Cost Basis" },
-            total_accumulated_depreciation: { label: "Total Accumulated Depreciation" },
-            total_net_book_value: { label: "Total Net Book Value" },
-            bonus_depreciation_taken: { label: "Bonus Depreciation Taken" },
-            section_179_taken: { label: "Section 179 Deduction Taken" },
+            total_original_cost: { label: "Total Original Cost", sourceRef: "" },
+            total_accumulated_depreciation: { label: "Accumulated Depreciation", sourceRef: "" },
+            total_net_book_value: { label: "Net Book Value", sourceRef: "" },
+            fixed_asset_additions_current_year: { label: "Current Year Additions", sourceRef: "" },
+            qualifying_asset_cost: { label: "Qualifying Asset Cost", sourceRef: "≤20yr life" },
+            total_section_179_claimed: { label: "Section 179 Claimed", sourceRef: "" },
+            total_bonus_depreciation_claimed: { label: "Bonus Depreciation Claimed", sourceRef: "" },
+            qip_value: { label: "QIP Value", sourceRef: "" },
+            ubia_total: { label: "UBIA Total", sourceRef: "" },
         },
     },
-    payroll_records: {
+    // ── State Tax Return ──
+    state_tax_return: {
         sections: [
             {
-                head: "Payroll Summary",
-                fields: ["total_payroll", "owner_compensation", "employee_count", "total_wages", "employer_taxes"],
+                head: "Filing Summary",
+                fields: ["tax_type_by_state", "state_nexus_type", "state_apportionment_method"],
+            },
+            {
+                head: "Tax Computation",
+                fields: [
+                    "apportionment_factor", "state_taxable_income", "state_tax_paid",
+                    "state_estimated_payments_made", "pte_election_status", "pte_tax_paid",
+                    "il_replacement_tax",
+                ],
             },
         ],
         fields: {
-            total_payroll: { label: "Total Payroll Cost" },
-            owner_compensation: { label: "Owner / Officer Compensation" },
-            employee_count: { label: "Employee Count" },
-            total_wages: { label: "Total Wages Paid" },
-            employer_taxes: { label: "Employer Payroll Taxes" },
+            tax_type_by_state: { label: "Tax Type", sourceRef: "" },
+            state_nexus_type: { label: "Nexus Type", sourceRef: "" },
+            state_apportionment_method: { label: "Apportionment Method", sourceRef: "" },
+            apportionment_factor: { label: "Apportionment Factor", sourceRef: "" },
+            state_taxable_income: { label: "State Taxable Income", sourceRef: "" },
+            state_tax_paid: { label: "State Tax Paid", sourceRef: "Total" },
+            state_estimated_payments_made: { label: "Estimated Payments Made", sourceRef: "" },
+            pte_election_status: { label: "PTE Election Status", sourceRef: "" },
+            pte_tax_paid: { label: "PTE Tax Paid", sourceRef: "" },
+            il_replacement_tax: { label: "IL Replacement Tax", sourceRef: "" },
         },
     },
-    form_1099_nec_summary: {
+    // ── Form 4562 (Depreciation & Amortization) ──
+    form_4562: {
         sections: [
             {
-                head: "1099-NEC Summary",
-                fields: ["total_nec_payments", "contractor_count", "largest_single_payment"],
+                head: "Section 179",
+                fields: [
+                    "section_179_max_amount_L1", "section_179_cost_placed_L2",
+                    "dollar_limitation_L5", "section_179_expense_L12",
+                    "section_179_carryover_to_next_year_L13",
+                ],
+            },
+            {
+                head: "MACRS & Bonus",
+                fields: [
+                    "bonus_depreciation_claimed_L14", "bonus_elected_out_flag",
+                    "macrs_prior_year_assets_L17", "macrs_current_year_gds",
+                    "macrs_current_year_ads",
+                ],
+            },
+            {
+                head: "Totals",
+                fields: [
+                    "total_depreciation_L22", "fixed_asset_additions",
+                    "qualifying_asset_cost", "qip_present",
+                ],
             },
         ],
         fields: {
-            total_nec_payments: { label: "Total NEC Payments" },
-            contractor_count: { label: "Contractor Count" },
-            largest_single_payment: { label: "Largest Single Payment" },
+            section_179_max_amount_L1: { label: "§179 Maximum Amount", sourceRef: "Line 1" },
+            section_179_cost_placed_L2: { label: "§179 Cost of Property", sourceRef: "Line 2" },
+            dollar_limitation_L5: { label: "Dollar Limitation", sourceRef: "Line 5" },
+            section_179_expense_L12: { label: "§179 Expense Deduction", sourceRef: "Line 12" },
+            section_179_carryover_to_next_year_L13: { label: "§179 Carryover", sourceRef: "Line 13" },
+            bonus_depreciation_claimed_L14: { label: "Bonus Depreciation", sourceRef: "Line 14" },
+            bonus_elected_out_flag: { label: "Bonus Elected Out", sourceRef: "Election" },
+            macrs_prior_year_assets_L17: { label: "MACRS Prior Year Assets", sourceRef: "Line 17" },
+            macrs_current_year_gds: { label: "MACRS Current Year (GDS)", sourceRef: "Section B" },
+            macrs_current_year_ads: { label: "MACRS Current Year (ADS)", sourceRef: "Section C" },
+            total_depreciation_L22: { label: "Total Depreciation", sourceRef: "Line 22" },
+            fixed_asset_additions: { label: "Fixed Asset Additions", sourceRef: "" },
+            qualifying_asset_cost: { label: "Qualifying Asset Cost", sourceRef: "≤20yr" },
+            qip_present: { label: "QIP Present", sourceRef: "" },
         },
     },
-    state_tax_return: {
+    // ── Form 8889 (HSA) ──
+    form_8889: {
         sections: [
             {
-                head: "State Tax",
-                fields: ["state", "state_taxable_income", "state_tax_owed", "state_effective_rate", "state_credits"],
+                head: "Coverage & Contributions",
+                fields: [
+                    "hdhp_coverage_L1", "hsa_contributions_L2",
+                    "age_55_catchup_contribution_L3", "employer_contributions_L9",
+                    "deductible_hsa_contributions_L13",
+                ],
+            },
+            {
+                head: "Distributions",
+                fields: [
+                    "total_distributions_L14a", "qualified_medical_expenses_L15",
+                    "taxable_hsa_distributions_L16", "additional_20pct_tax_L17b",
+                ],
             },
         ],
         fields: {
-            state: { label: "State" },
-            state_taxable_income: { label: "State Taxable Income" },
-            state_tax_owed: { label: "State Tax Owed" },
-            state_effective_rate: { label: "State Effective Rate" },
-            state_credits: { label: "State Credits Applied" },
+            hdhp_coverage_L1: { label: "HDHP Coverage", sourceRef: "Line 1" },
+            hsa_contributions_L2: { label: "HSA Contributions", sourceRef: "Line 2" },
+            age_55_catchup_contribution_L3: { label: "Age 55+ Catch-Up", sourceRef: "Line 3" },
+            employer_contributions_L9: { label: "Employer Contributions", sourceRef: "Line 9" },
+            deductible_hsa_contributions_L13: { label: "Deductible HSA Contributions", sourceRef: "Line 13" },
+            total_distributions_L14a: { label: "Total Distributions", sourceRef: "Line 14a" },
+            qualified_medical_expenses_L15: { label: "Qualified Medical Expenses", sourceRef: "Line 15" },
+            taxable_hsa_distributions_L16: { label: "Taxable HSA Distributions", sourceRef: "Line 16" },
+            additional_20pct_tax_L17b: { label: "Additional 20% Tax", sourceRef: "Line 17b" },
         },
     },
 };

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.78",
+  "version": "1.14.80",
   "description": "",
   "main": "lib/index.js",
   "scripts": {