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feat: make us-cpa questions retrieval-first

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This commit is contained in:
Stefano Fiorini
2026-03-15 04:40:57 -05:00
parent b4f9666560
commit b2bb07fa90
6 changed files with 272 additions and 10 deletions
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7
skills/us-cpa/SKILL.md
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@@ -40,6 +40,11 @@ skills/us-cpa/scripts/us-cpa review --tax-year 2025 --case-dir ~/tax-cases/2025-
skills/us-cpa/scripts/us-cpa extract-docs --tax-year 2025 --case-dir ~/tax-cases/2025-jane-doe --create-case --case-label "Jane Doe" --facts-json ./facts.json
```
4. For `question` mode, do not mechanically repeat the CLI fallback text.
- If the CLI returns `analysis.excerpts` with `primaryLawRequired: false`, answer the user directly from those IRS excerpts in your own words.
- Cite the specific IRS authorities returned by the CLI.
- Only tell the user the question needs deeper legal research when the CLI returns `primaryLawRequired: true` and no relevant IRS excerpts were found.
When OpenClaw is using the installed workspace copy, the entrypoint is:
```bash
@@ -63,7 +68,7 @@ When OpenClaw is using the installed workspace copy, the entrypoint is:
- `fetch-year` downloads the bootstrap IRS form/instruction corpus into `~/.cache/us-cpa` by default
- override the cache root with `US_CPA_CACHE_DIR` when you need an isolated run or fixture generation
- `extract-docs` creates or opens a case, registers documents, stores facts, extracts machine-usable facts from JSON/text/PDF sources where possible, and stops with a structured issue if facts conflict
- `question` currently has explicit IRS-first answers for standard deduction, Schedule C, Schedule D, and Schedule E questions; other questions escalate to primary-law research with official IRC/regulation URLs
- `question` now searches the downloaded IRS corpus for relevant authorities and excerpts before escalating to primary-law research
- rendered form artifacts prefer fillable-field output when possible and otherwise fall back to overlay output
- `prepare` computes the current supported federal 1040 package, preserves fact provenance in the normalized return, and writes normalized return/artifact/report files into the case directory
- `export-efile-ready` writes a draft transmission-ready payload without transmitting anything