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fix: expand us-cpa extraction review and rendering

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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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33
skills/us-cpa/tests/test_cases.py
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@@ -51,6 +51,39 @@ class CaseManagerTests(unittest.TestCase):
facts = json.loads((case_dir / "extracted" / "facts.json").read_text())
self.assertEqual(facts["facts"]["filingStatus"]["value"], "single")
def test_intake_extracts_machine_usable_facts_from_text_documents(self) -> None:
with tempfile.TemporaryDirectory() as temp_dir:
root = Path(temp_dir)
case_dir = root / "2025-jane-doe"
w2 = root / "w2.txt"
w2.write_text(
"Form W-2 Wage and Tax Statement\n"
"Employee: Jane Doe\n"
"Box 1 Wages, tips, other compensation 50000\n"
"Box 2 Federal income tax withheld 6000\n"
)
interest = root / "1099-int.txt"
interest.write_text(
"Form 1099-INT\n"
"Recipient: Jane Doe\n"
"Box 1 Interest Income 1750\n"
)
manager = CaseManager(case_dir)
manager.create_case(case_label="Jane Doe", tax_year=2025)
result = manager.intake(
tax_year=2025,
user_facts={"filingStatus": "single"},
document_paths=[w2, interest],
)
self.assertEqual(result["status"], "accepted")
facts = json.loads((case_dir / "extracted" / "facts.json").read_text())
self.assertEqual(facts["facts"]["wages"]["value"], 50000.0)
self.assertEqual(facts["facts"]["federalWithholding"]["value"], 6000.0)
self.assertEqual(facts["facts"]["taxableInterest"]["value"], 1750.0)
self.assertEqual(facts["facts"]["wages"]["sources"][0]["sourceType"], "document_extract")
def test_conflicting_facts_raise_structured_issue(self) -> None:
with tempfile.TemporaryDirectory() as temp_dir:
case_dir = Path(temp_dir) / "2025-jane-doe"