feat: add us-cpa case intake workflow

This commit is contained in:
Stefano Fiorini
2026-03-15 00:56:07 -05:00
parent 0c2e34f2f0
commit faff555757
6 changed files with 365 additions and 2 deletions

View File

@@ -6,6 +6,7 @@ import sys
from pathlib import Path
from typing import Any
from us_cpa.cases import CaseConflictError, CaseManager
from us_cpa.sources import TaxYearCorpus, bootstrap_irs_catalog
COMMANDS = (
@@ -47,6 +48,12 @@ def _require_case_dir(args: argparse.Namespace) -> Path:
return Path(args.case_dir).expanduser().resolve()
def _load_json_file(path_value: str | None) -> dict[str, Any]:
if not path_value:
return {}
return json.loads(Path(path_value).expanduser().resolve().read_text())
def build_parser() -> argparse.ArgumentParser:
parser = argparse.ArgumentParser(
prog="us-cpa",
@@ -74,6 +81,10 @@ def build_parser() -> argparse.ArgumentParser:
"extract-docs", help="Extract facts from case documents."
)
_add_common_arguments(extract_docs)
extract_docs.add_argument("--create-case", action="store_true")
extract_docs.add_argument("--case-label")
extract_docs.add_argument("--facts-json")
extract_docs.add_argument("--input-file", action="append", default=[])
render_forms = subparsers.add_parser(
"render-forms", help="Render compiled IRS forms."
@@ -103,7 +114,35 @@ def main(argv: list[str] | None = None) -> int:
}
return _emit(payload, args.format)
if args.command in {"prepare", "review", "extract-docs", "render-forms", "export-efile-ready"}:
if args.command == "extract-docs":
case_dir = _require_case_dir(args)
manager = CaseManager(case_dir)
if args.create_case:
if not args.case_label:
raise SystemExit("--case-label is required when --create-case is used.")
manager.create_case(case_label=args.case_label, tax_year=args.tax_year)
elif not manager.manifest_path.exists():
raise SystemExit("Case manifest not found. Use --create-case for a new case.")
try:
result = manager.intake(
tax_year=args.tax_year,
user_facts=_load_json_file(args.facts_json),
document_paths=[
Path(path_value).expanduser().resolve() for path_value in args.input_file
],
)
except CaseConflictError as exc:
print(json.dumps(exc.issue, indent=2))
return 1
payload = {
"command": args.command,
"format": args.format,
**result,
}
return _emit(payload, args.format)
if args.command in {"prepare", "review", "render-forms", "export-efile-ready"}:
case_dir = _require_case_dir(args)
payload = {
"command": args.command,