feat: add us-cpa preparation workflow
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75
skills/us-cpa/src/us_cpa/prepare.py
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75
skills/us-cpa/src/us_cpa/prepare.py
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from __future__ import annotations
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import json
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from pathlib import Path
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from typing import Any
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from us_cpa.cases import CaseManager
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from us_cpa.renderers import render_case_forms
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from us_cpa.returns import normalize_case_facts
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from us_cpa.sources import TaxYearCorpus
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def _load_case_facts(case_dir: Path) -> dict[str, Any]:
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facts_path = case_dir / "extracted" / "facts.json"
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payload = json.loads(facts_path.read_text())
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return {key: value["value"] for key, value in payload["facts"].items()}
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class PrepareEngine:
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def __init__(self, *, corpus: TaxYearCorpus | None = None) -> None:
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self.corpus = corpus or TaxYearCorpus()
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def prepare_case(self, case_dir: Path) -> dict[str, Any]:
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manager = CaseManager(case_dir)
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manifest = manager.load_manifest()
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facts = _load_case_facts(manager.case_dir)
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normalized = normalize_case_facts(facts, manifest["taxYear"])
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normalized_path = manager.case_dir / "return" / "normalized-return.json"
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normalized_path.write_text(json.dumps(normalized, indent=2))
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artifacts = render_case_forms(manager.case_dir, self.corpus, normalized)
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unresolved_issues = json.loads(manager.issues_path.read_text())["issues"]
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summary = {
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"requiredForms": normalized["requiredForms"],
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"reviewRequiredArtifacts": [
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artifact["formCode"] for artifact in artifacts["artifacts"] if artifact["reviewRequired"]
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],
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"refund": normalized["totals"]["refund"],
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"balanceDue": normalized["totals"]["balanceDue"],
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"unresolvedIssueCount": len(unresolved_issues),
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}
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result = {
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"status": "prepared",
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"caseDir": str(manager.case_dir),
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"taxYear": manifest["taxYear"],
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"normalizedReturnPath": str(normalized_path),
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"artifactManifestPath": str(manager.case_dir / "output" / "artifacts.json"),
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"summary": summary,
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}
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(manager.case_dir / "reports" / "prepare-summary.json").write_text(json.dumps(result, indent=2))
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return result
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class EfileExporter:
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def export_case(self, case_dir: Path) -> dict[str, Any]:
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case_dir = Path(case_dir).expanduser().resolve()
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normalized = json.loads((case_dir / "return" / "normalized-return.json").read_text())
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artifacts = json.loads((case_dir / "output" / "artifacts.json").read_text())
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issues = json.loads((case_dir / "issues" / "open-issues.json").read_text())["issues"]
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payload = {
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"status": "draft" if issues or any(a["reviewRequired"] for a in artifacts["artifacts"]) else "ready",
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"taxYear": normalized["taxYear"],
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"returnSummary": {
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"requiredForms": normalized["requiredForms"],
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"refund": normalized["totals"]["refund"],
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"balanceDue": normalized["totals"]["balanceDue"],
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},
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"attachments": artifacts["artifacts"],
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"unresolvedIssues": issues,
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}
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output_path = case_dir / "output" / "efile-ready.json"
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output_path.write_text(json.dumps(payload, indent=2))
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return payload
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