feat: tax reporting engine — Schedule E, Form 1065, K-1 allocations (2024/2025)

client/src/hooks/use-reports.ts

@@ -104,3 +104,120 @@ export function useRunTaxAutomation() {
       apiRequest('POST', '/api/workflows/close-tax-automation', params).then(r => r.json()),
   });
 }
+
+// ── Tax Report Types ──
+
+export interface TaxReportParams {
+  taxYear: number;
+  includeDescendants?: boolean;
+}
+
+export interface ScheduleELineItem {
+  lineNumber: string;
+  lineLabel: string;
+  amount: number;
+  transactionCount: number;
+}
+
+export interface ScheduleEPropertyColumn {
+  propertyId: string;
+  propertyName: string;
+  address: string;
+  state: string;
+  filingType: 'schedule-e-personal' | 'schedule-e-partnership';
+  tenantId: string;
+  tenantName: string;
+  lines: ScheduleELineItem[];
+  totalIncome: number;
+  totalExpenses: number;
+  netIncome: number;
+}
+
+export interface ScheduleEReport {
+  taxYear: number;
+  properties: ScheduleEPropertyColumn[];
+  entityLevelItems: ScheduleELineItem[];
+  entityLevelTotal: number;
+  uncategorizedAmount: number;
+  uncategorizedCount: number;
+  unmappedCategories: string[];
+}
+
+export interface K1MemberAllocation {
+  memberName: string;
+  pct: number;
+  ordinaryIncome: number;
+  rentalIncome: number;
+  guaranteedPayments: number;
+  otherDeductions: number;
+  totalAllocated: number;
+  periods: Array<{
+    startDate: string;
+    endDate: string;
+    pct: number;
+    dayCount: number;
+    allocatedIncome: number;
+  }>;
+}
+
+export interface Form1065Report {
+  taxYear: number;
+  entityId: string;
+  entityName: string;
+  entityType: string;
+  ordinaryIncome: number;
+  totalDeductions: number;
+  netIncome: number;
+  incomeByCategory: Array<{ category: string; coaCode: string; amount: number }>;
+  deductionsByCategory: Array<{ category: string; coaCode: string; amount: number; scheduleELine?: string }>;
+  memberAllocations: K1MemberAllocation[];
+  warnings: string[];
+}
+
+function buildTaxQueryString(params: TaxReportParams): string {
+  const qs = new URLSearchParams();
+  qs.set('taxYear', String(params.taxYear));
+  if (params.includeDescendants !== undefined) qs.set('includeDescendants', String(params.includeDescendants));
+  return qs.toString();
+}
+
+export function useScheduleEReport(params: TaxReportParams | null) {
+  const tenantId = useTenantId();
+  const qs = params ? buildTaxQueryString(params) : '';
+  return useQuery<ScheduleEReport>({
+    queryKey: [`/api/reports/tax/schedule-e?${qs}`, tenantId],
+    enabled: !!tenantId && !!params,
+    staleTime: 2 * 60 * 1000,
+  });
+}
+
+export function useForm1065Report(params: TaxReportParams | null) {
+  const tenantId = useTenantId();
+  const qs = params ? buildTaxQueryString(params) : '';
+  return useQuery<Form1065Report[]>({
+    queryKey: [`/api/reports/tax/form-1065?${qs}`, tenantId],
+    enabled: !!tenantId && !!params,
+    staleTime: 2 * 60 * 1000,
+  });
+}
+
+export function useExportTaxPackage() {
+  return useMutation<void, Error, TaxReportParams & { format?: 'csv' | 'json' }>({
+    mutationFn: async (params) => {
+      const qs = new URLSearchParams();
+      qs.set('taxYear', String(params.taxYear));
+      qs.set('format', params.format || 'csv');
+      if (params.includeDescendants !== undefined) qs.set('includeDescendants', String(params.includeDescendants));
+      const res = await fetch(`/api/reports/tax/export?${qs}`, { credentials: 'include' });
+      if (!res.ok) throw new Error('Export failed');
+      const blob = await res.blob();
+      const ext = params.format === 'json' ? 'json' : 'csv';
+      const url = URL.createObjectURL(blob);
+      const a = document.createElement('a');
+      a.href = url;
+      a.download = `tax-package-${params.taxYear}.${ext}`;
+      a.click();
+      URL.revokeObjectURL(url);
+    },
+  });
+}