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fix: expand us-cpa extraction review and rendering

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This commit is contained in:
Stefano Fiorini
2026-03-15 03:01:16 -05:00
parent 6c02e0b7c6
commit fb39fe76cb
19 changed files with 693 additions and 56 deletions
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51
skills/us-cpa/src/us_cpa/review.py
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@@ -22,6 +22,9 @@ class ReviewEngine:
stored_return = json.loads((case_dir / "return" / "normalized-return.json").read_text())
facts_payload = json.loads((case_dir / "extracted" / "facts.json").read_text())
facts = {key: value["value"] for key, value in facts_payload["facts"].items()}
facts["_factMetadata"] = {
key: {"sources": value.get("sources", [])} for key, value in facts_payload["facts"].items()
}
recomputed = normalize_case_facts(facts, manifest["taxYear"])
artifacts_payload = json.loads((case_dir / "output" / "artifacts.json").read_text())
@@ -39,6 +42,42 @@ class ReviewEngine:
}
)
for field, label in (
("wages", "wages"),
("taxableInterest", "taxable interest"),
("businessIncome", "business income"),
("capitalGainLoss", "capital gains or losses"),
("rentalIncome", "rental income"),
):
stored_value = stored_return["income"].get(field, 0.0)
recomputed_value = recomputed["income"].get(field, 0.0)
sources = recomputed.get("provenance", {}).get(f"income.{field}", {}).get("sources", [])
has_document_source = any(item.get("sourceType") == "document_extract" for item in sources)
if stored_value != recomputed_value:
findings.append(
{
"severity": "high" if has_document_source else "medium",
"title": f"Source fact mismatch for {label}",
"explanation": f"Stored return reports {stored_value:.2f} for {label}, but case facts support {recomputed_value:.2f}.",
"suggestedAction": f"Reconcile {label} to {recomputed_value:.2f} before treating the return as final.",
"authorities": [
{"title": "Case fact registry", "sourceClass": "irs_form"}
],
}
)
if stored_value == 0 and recomputed_value > 0 and has_document_source:
findings.append(
{
"severity": "high",
"title": f"Likely omitted {label}",
"explanation": f"Document-extracted facts support {recomputed_value:.2f} of {label}, but the stored return reports none.",
"suggestedAction": f"Add {label} to the return and regenerate the required forms.",
"authorities": [
{"title": "Case document extraction", "sourceClass": "irs_form"}
],
}
)
rendered_forms = {artifact["formCode"] for artifact in artifacts_payload["artifacts"]}
for required_form in recomputed["requiredForms"]:
if required_form not in rendered_forms:
@@ -64,6 +103,18 @@ class ReviewEngine:
}
)
required_forms_union = set(recomputed["requiredForms"]) | set(stored_return.get("requiredForms", []))
if any(form in required_forms_union for form in ("f6251", "f8960", "f8959", "f1116")):
findings.append(
{
"severity": "medium",
"title": "High-complexity tax position requires specialist follow-up",
"explanation": "The return includes forms or computations that usually require deeper technical support and careful authority review.",
"suggestedAction": "Review the supporting authority and computations for the high-complexity forms before treating the return as filing-ready.",
"authorities": [{"title": "Required form analysis", "sourceClass": "irs_instructions"}],
}
)
findings.sort(key=lambda item: (_severity_rank(item["severity"]), item["title"]))
review = {
"status": "reviewed",