fix: expand us-cpa extraction review and rendering

skills/us-cpa/src/us_cpa/cases.py

@@ -8,6 +8,8 @@ from datetime import datetime, timezone
 from pathlib import Path
 from typing import Any
 
+from us_cpa.document_extractors import extract_document_facts
+
 
 CASE_SUBDIRECTORIES = (
     "input",
@@ -95,6 +97,48 @@ class CaseManager:
         current["issues"].append(issue)
         self.issues_path.write_text(json.dumps(current, indent=2))
 
+    def _record_fact(
+        self,
+        facts_payload: dict[str, Any],
+        *,
+        field: str,
+        value: Any,
+        source_type: str,
+        source_name: str,
+        tax_year: int,
+    ) -> None:
+        existing = facts_payload["facts"].get(field)
+        if existing and existing["value"] != value:
+            issue = {
+                "status": "needs_resolution",
+                "issueType": "fact_conflict",
+                "field": field,
+                "existingValue": existing["value"],
+                "newValue": value,
+                "message": f"Conflicting values for {field}. Resolve before continuing.",
+                "createdAt": _timestamp(),
+                "taxYear": tax_year,
+            }
+            self._write_issue(issue)
+            raise CaseConflictError(issue)
+
+        captured_at = _timestamp()
+        source_entry = {
+            "sourceType": source_type,
+            "sourceName": source_name,
+            "capturedAt": captured_at,
+        }
+        if existing:
+            existing["sources"].append(source_entry)
+            return
+
+        facts_payload["facts"][field] = {
+            "value": value,
+            "sourceType": source_type,
+            "capturedAt": captured_at,
+            "sources": [source_entry],
+        }
+
     def intake(
         self,
         *,
@@ -124,27 +168,28 @@ class CaseManager:
             registered_documents.append(document_entry)
 
         facts_payload = self._load_facts()
-        for field, value in user_facts.items():
-            existing = facts_payload["facts"].get(field)
-            if existing and existing["value"] != value:
-                issue = {
-                    "status": "needs_resolution",
-                    "issueType": "fact_conflict",
-                    "field": field,
-                    "existingValue": existing["value"],
-                    "newValue": value,
-                    "message": f"Conflicting values for {field}. Resolve before continuing.",
-                    "createdAt": _timestamp(),
-                    "taxYear": tax_year,
-                }
-                self._write_issue(issue)
-                raise CaseConflictError(issue)
+        for document_entry in registered_documents:
+            extracted = extract_document_facts(Path(document_entry["storedPath"]))
+            document_entry["extractedFacts"] = extracted
+            for field, value in extracted.items():
+                self._record_fact(
+                    facts_payload,
+                    field=field,
+                    value=value,
+                    source_type="document_extract",
+                    source_name=document_entry["name"],
+                    tax_year=tax_year,
+                )
 
-            facts_payload["facts"][field] = {
-                "value": value,
-                "sourceType": "user_statement",
-                "capturedAt": _timestamp(),
-            }
+        for field, value in user_facts.items():
+            self._record_fact(
+                facts_payload,
+                field=field,
+                value=value,
+                source_type="user_statement",
+                source_name="interactive-intake",
+                tax_year=tax_year,
+            )
 
         self._write_manifest(manifest)
         self._write_facts(facts_payload)