@paro.io/expert-shared-components 1.14.80 → 1.14.81

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

@@ -1,10 +1,30 @@
 "use strict";
-var __importDefault = (this && this.__importDefault) || function (mod) {
-    return (mod && mod.__esModule) ? mod : { "default": mod };
+var __createBinding = (this && this.__createBinding) || (Object.create ? (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    var desc = Object.getOwnPropertyDescriptor(m, k);
+    if (!desc || ("get" in desc ? !m.__esModule : desc.writable || desc.configurable)) {
+      desc = { enumerable: true, get: function() { return m[k]; } };
+    }
+    Object.defineProperty(o, k2, desc);
+}) : (function(o, m, k, k2) {
+    if (k2 === undefined) k2 = k;
+    o[k2] = m[k];
+}));
+var __setModuleDefault = (this && this.__setModuleDefault) || (Object.create ? (function(o, v) {
+    Object.defineProperty(o, "default", { enumerable: true, value: v });
+}) : function(o, v) {
+    o["default"] = v;
+});
+var __importStar = (this && this.__importStar) || function (mod) {
+    if (mod && mod.__esModule) return mod;
+    var result = {};
+    if (mod != null) for (var k in mod) if (k !== "default" && Object.prototype.hasOwnProperty.call(mod, k)) __createBinding(result, mod, k);
+    __setModuleDefault(result, mod);
+    return result;
 };
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.TaxAxisIntake = TaxAxisIntake;
-const react_1 = __importDefault(require("react"));
+const react_1 = __importStar(require("react"));
 const react_hook_form_1 = require("react-hook-form");
 const yup_1 = require("@hookform/resolvers/yup");
 const intakeSchema_1 = require("./intakeSchema");
@@ -13,6 +33,10 @@ const RefineAnalysisSection_1 = require("./RefineAnalysisSection");
 const CpaIntakeQuestionsSection_1 = require("./CpaIntakeQuestionsSection");
 const StrategyRadar_1 = require("./StrategyRadar");
 const IntakeCtaCards_1 = require("./IntakeCtaCards");
+/* Dev-only scenario selector: visible on localhost and parodev hostnames */
+const isDev = typeof window !== "undefined" &&
+    (window.location.hostname === "localhost" ||
+        window.location.hostname.includes("parodev"));
 function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, initialProfile, }) {
     const methods = (0, react_hook_form_1.useForm)({
         resolver: (0, yup_1.yupResolver)(intakeSchema_1.intakeSchema), // yupResolver generic incompatibility with RHF v7 — cast is intentional
@@ -20,6 +44,19 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
         mode: "onChange",
     });
     const profile = methods.watch();
+    const [selectedScenario, setSelectedScenario] = (0, react_1.useState)("");
+    const handleLoadScenario = (key) => {
+        setSelectedScenario(key);
+        if (!key) {
+            // "Clear form" — reset to blank defaults
+            methods.reset(Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), initialProfile));
+            return;
+        }
+        const scenario = intakeSchema_1.TEST_SCENARIOS[key];
+        if (scenario) {
+            methods.reset(Object.assign(Object.assign({}, intakeSchema_1.intakeDefaultValues), scenario.values));
+        }
+    };
     const handleProspect = () => {
         methods.handleSubmit((valid) => onProspect(valid), () => { })();
     };
@@ -27,6 +64,15 @@ function TaxAxisIntake({ userContext = "expert", onProspect, onFullAnalysis, ini
         methods.handleSubmit((valid) => onFullAnalysis(valid), () => { })();
     };
     return (react_1.default.createElement(react_hook_form_1.FormProvider, Object.assign({}, methods),
+        isDev && (react_1.default.createElement("div", { className: "mb-4 rounded-lg border border-amber-500/40 bg-amber-950/30 p-3" },
+            react_1.default.createElement("label", { className: "block text-[11px] font-semibold tracking-wide text-amber-400 mb-1" }, "DEV: Load Test Scenario"),
+            react_1.default.createElement("div", { className: "relative" },
+                react_1.default.createElement("select", { value: selectedScenario, onChange: (e) => handleLoadScenario(e.target.value), className: "w-full appearance-none rounded-md border border-amber-500/30 bg-tax-axis-surface px-3 py-2 pr-8 text-sm text-white focus:border-amber-400 focus:outline-none focus:ring-1 focus:ring-amber-400/50" },
+                    react_1.default.createElement("option", { value: "" }, "\u2014 Clear / blank form \u2014"),
+                    Object.entries(intakeSchema_1.TEST_SCENARIOS).map(([key, { label }]) => (react_1.default.createElement("option", { key: key, value: key }, label)))),
+                react_1.default.createElement("svg", { className: "pointer-events-none absolute right-2.5 top-1/2 -translate-y-1/2 h-4 w-4 text-amber-400/60", fill: "none", stroke: "currentColor", viewBox: "0 0 24 24" },
+                    react_1.default.createElement("path", { strokeLinecap: "round", strokeLinejoin: "round", strokeWidth: 2, d: "M19 9l-7 7-7-7" }))),
+            react_1.default.createElement("p", { className: "mt-1.5 text-[10px] text-amber-400/50" }, "Pre-fills all fields for testing. Not visible in production."))),
         react_1.default.createElement("div", { className: "grid grid-cols-1 sm:grid-cols-2 gap-5" },
             react_1.default.createElement("div", { className: "flex flex-col gap-4" },
                 react_1.default.createElement(ClientParametersSection_1.ClientParametersSection, { userContext: userContext }),

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

@@ -148,4 +148,8 @@ export declare const intakeSchema: Yup.ObjectSchema<import("yup/lib/object").Ass
     familyEmployed: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
     period: Yup.StringSchema<string, import("yup/lib/types").AnyObject, string>;
 }>>>;
+export declare const TEST_SCENARIOS: Record<string, {
+    label: string;
+    values: Partial<ClientProfile>;
+}>;
 export declare const intakeDefaultValues: Partial<ClientProfile>;

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

@@ -23,7 +23,7 @@ var __importStar = (this && this.__importStar) || function (mod) {
     return result;
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.intakeDefaultValues = exports.intakeSchema = void 0;
+exports.intakeDefaultValues = exports.TEST_SCENARIOS = exports.intakeSchema = void 0;
 const Yup = __importStar(require("yup"));
 exports.intakeSchema = Yup.object().shape({
     bizName: Yup.string().required("Business name required").ensure(),
@@ -138,4 +138,116 @@ const _BLACKRIDGE_FIXTURE = {
     familyEmployed: "No",
     period: "Full Year",
 };
-exports.intakeDefaultValues = _BLACKRIDGE_FIXTURE;
+/* ── Ironclad Systems, Inc. — C-Corp Test Fixture ── */
+const _IRONCLAD_FIXTURE = {
+    bizName: "Ironclad Systems, Inc.",
+    cpaName: "Amar",
+    entity: "C-Corporation",
+    industry: "Technology",
+    revenue: "1850000",
+    netIncome: "420000",
+    ownerComp: "185000",
+    employees: "12",
+    year: "2023",
+    states: ["GA"],
+    filingStatus: "MFJ",
+    age: "48",
+    sstb: "No",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "85000",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "21%",
+    stateRate: "5.39",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+/* ── Meridian Consulting Group, Inc. — S-Corp Test Fixture ── */
+const _MERIDIAN_FIXTURE = {
+    bizName: "Meridian Consulting Group, Inc.",
+    cpaName: "Amar",
+    entity: "S-Corporation",
+    industry: "Professional Services",
+    revenue: "1240000",
+    netIncome: "310000",
+    ownerComp: "150000",
+    employees: "8",
+    year: "2023",
+    states: ["IL"],
+    filingStatus: "MFJ",
+    age: "52",
+    sstb: "Yes",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "35000",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "32%",
+    stateRate: "4.95",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+/* ── Riverstone Creative Studio — Sole Prop Test Fixture ── */
+const _RIVERSTONE_FIXTURE = {
+    bizName: "Riverstone Creative Studio",
+    cpaName: "Amar",
+    entity: "Sole Proprietor",
+    industry: "Professional Services",
+    revenue: "270400",
+    netIncome: "159457",
+    ownerComp: "0",
+    employees: "0",
+    year: "2023",
+    states: ["CO"],
+    filingStatus: "Single",
+    age: "38",
+    sstb: "No",
+    ownsRealEstate: "No",
+    itemizesDeductions: "No",
+    singleOwner: "Yes",
+    partners: [],
+    equipmentPurchased: "2900",
+    realEstateValue: "0",
+    capitalGains: "0",
+    federalRate: "24%",
+    stateRate: "4.40",
+    taxDataYears: "3 years",
+    riskTolerance: "3",
+    overtimePremium: "0",
+    tipIncomePct: "0",
+    retirementContributions: "0",
+    hdhpEnrolled: "No",
+    hsaContributions: "0",
+    wotcHires: "No",
+    familyEmployed: "No",
+    period: "Full Year",
+};
+exports.TEST_SCENARIOS = {
+    blackridge: { label: "Blackridge (Partnership, TX+CA)", values: _BLACKRIDGE_FIXTURE },
+    ironclad: { label: "Ironclad (C-Corp, GA)", values: _IRONCLAD_FIXTURE },
+    meridian: { label: "Meridian (S-Corp, IL)", values: _MERIDIAN_FIXTURE },
+    riverstone: { label: "Riverstone (Sole Prop, CO)", values: _RIVERSTONE_FIXTURE },
+};
+// Default to empty form — use TEST_SCENARIOS to load fixtures on demand
+exports.intakeDefaultValues = _EMPTY_DEFAULTS;

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

@@ -95,8 +95,21 @@ function TaxAxisProspectReport({ profile, backendComputePayload, outputPayload,
     const maxMid = Math.max(...barData.map(b => b.mid), 1);
     // ═══ DOCUMENT GROUPING ═══
     const allDocsNeeded = [...new Set(eligible.flatMap(s => { var _a; return ((_a = strategyProspect_1.STRATEGY_PROSPECT[s.rank]) === null || _a === void 0 ? void 0 : _a.docsNeeded) || []; }))];
-    const requiredDocs = ["Profit & Loss Statement (current year)", "Balance Sheet (current year)"];
-    const recommendedDocs = ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
+    // Entity-specific document names
+    const entityType = profile.entity || 'Sole Proprietor';
+    const isPartnership = entityType === 'Partnership';
+    const isSCorp = entityType === 'S-Corporation';
+    const isCCorp = entityType === 'C-Corporation';
+    const requiredDocs = isPartnership
+        ? ["Form 1065 (Partnership Tax Return)", "Balance Sheet (current year)"]
+        : isSCorp
+            ? ["Form 1120-S (S-Corp Tax Return)", "Balance Sheet (current year)"]
+            : isCCorp
+                ? ["Form 1120 (C-Corp Tax Return)", "Balance Sheet (current year)"]
+                : ["Schedule C (Profit & Loss)", "Balance Sheet (current year)"];
+    const recommendedDocs = isPartnership
+        ? ["Schedule K-1 (Partner's Share)", "Partnership Agreement"]
+        : ["Federal Tax Return (most recent)", "W-2 / Officer Compensation records"];
     const conditionalDocs = allDocsNeeded.filter(d => !requiredDocs.includes(d) && !recommendedDocs.includes(d)).slice(0, 5);
     const sectionNums = remaining > 0
         ? { recommended: "02", additional: "03", sample: "04", documents: "05", nextSteps: "06" }

package/lib/tax-axis/lib/data/sidebarLookup.js

@@ -72,8 +72,8 @@ exports.SIDEBAR_LOOKUP = {
         body: "HSA contributions are deductible above the line and reduce AGI directly, regardless of whether the taxpayer itemizes. Eligibility is determined month-by-month based on HDHP coverage. The last-month rule allows full-year contributions if HDHP coverage is in place on December 1, subject to a 13-month testing period \u2014 coverage must continue through December 31 of the following year or contributions are recaptured plus a 10% additional tax."
     },
     "\u00A7401(k)": {
-        title: "Solo 401(k) deadlines",
-        body: "Plan documents must generally be signed by December 31 of the contribution year. SECURE 2.0 \u00A7317 lets sole proprietors with no common-law employees adopt a Solo 401(k) and make first-year employee deferrals as late as the personal tax filing deadline (without extensions). Employer contributions can be made up to the extended filing deadline for all entity types."
+        title: "Solo 401(k) — sole proprietors & single-owner entities only",
+        body: "Solo 401(k) plans are available only to sole proprietors and single-member LLCs with no common-law employees. Plan documents must be signed by December 31 of the contribution year. SECURE 2.0 \u00A7317 allows first-year employee deferrals to be made as late as the personal tax filing deadline (without extensions). Employer contributions can be made until the extended filing deadline. Partnerships, multi-member LLCs, S-Corps, and C-Corps must use other qualified retirement plans (SEP-IRA, SIMPLE IRA, 401(k))."
     },
     "\u00A71400Z": {
         title: "Opportunity Zone timing",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@paro.io/expert-shared-components",
-  "version": "1.14.80",
+  "version": "1.14.81",
   "description": "",
   "main": "lib/index.js",
   "scripts": {