fix: expand us-cpa extraction review and rendering

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

View File

@@ -13,6 +13,47 @@ from us_cpa.sources import TaxYearCorpus
class RendererTests(unittest.TestCase):
def test_render_case_forms_prefers_fillable_pdf_fields_when_available(self) -> None:
with tempfile.TemporaryDirectory() as temp_dir:
case_dir = Path(temp_dir) / "case"
(case_dir / "output").mkdir(parents=True)
corpus = TaxYearCorpus(cache_root=Path(temp_dir) / "cache")
irs_dir = corpus.paths_for_year(2025).irs_dir
irs_dir.mkdir(parents=True, exist_ok=True)
buffer = BytesIO()
pdf = canvas.Canvas(buffer)
form = pdf.acroForm
pdf.drawString(72, 720, "Name")
form.textfield(name="taxpayer_full_name", x=120, y=710, width=200, height=20)
pdf.drawString(72, 680, "Wages")
form.textfield(name="wages", x=120, y=670, width=200, height=20)
pdf.save()
(irs_dir / "f1040.pdf").write_bytes(buffer.getvalue())
normalized = {
"taxYear": 2025,
"requiredForms": ["f1040"],
"taxpayer": {"fullName": "Jane Doe"},
"filingStatus": "single",
"income": {"wages": 50000.0, "taxableInterest": 100.0, "businessIncome": 0.0, "capitalGainLoss": 0.0, "rentalIncome": 0.0},
"deductions": {"standardDeduction": 15750.0, "deductionType": "standard", "deductionAmount": 15750.0},
"adjustments": {"hsaContribution": 0.0},
"credits": {"educationCredit": 0.0, "foreignTaxCredit": 0.0, "energyCredit": 0.0},
"taxes": {"totalTax": 3883.5, "additionalMedicareTax": 0.0, "netInvestmentIncomeTax": 0.0, "alternativeMinimumTax": 0.0, "additionalTaxPenalty": 0.0},
"payments": {"federalWithholding": 6000.0},
"business": {"qualifiedBusinessIncome": 0.0},
"basis": {"traditionalIraBasis": 0.0},
"depreciation": {"depreciationExpense": 0.0},
"assetSales": {"section1231GainLoss": 0.0},
"totals": {"adjustedGrossIncome": 50100.0, "taxableIncome": 34350.0, "refund": 2116.5, "balanceDue": 0.0},
}
artifacts = render_case_forms(case_dir, corpus, normalized)
self.assertEqual(artifacts["artifacts"][0]["renderMethod"], "field_fill")
self.assertFalse(artifacts["artifacts"][0]["reviewRequired"])
def test_render_case_forms_writes_overlay_artifacts_and_flags_review(self) -> None:
with tempfile.TemporaryDirectory() as temp_dir:
case_dir = Path(temp_dir) / "case"
@@ -32,10 +73,16 @@ class RendererTests(unittest.TestCase):
"requiredForms": ["f1040"],
"taxpayer": {"fullName": "Jane Doe"},
"filingStatus": "single",
"income": {"wages": 50000.0, "taxableInterest": 100.0, "businessIncome": 0.0},
"deductions": {"standardDeduction": 15750.0},
"taxes": {"totalTax": 3883.5},
"income": {"wages": 50000.0, "taxableInterest": 100.0, "businessIncome": 0.0, "capitalGainLoss": 0.0, "rentalIncome": 0.0},
"deductions": {"standardDeduction": 15750.0, "deductionType": "standard", "deductionAmount": 15750.0},
"adjustments": {"hsaContribution": 0.0},
"credits": {"educationCredit": 0.0, "foreignTaxCredit": 0.0, "energyCredit": 0.0},
"taxes": {"totalTax": 3883.5, "additionalMedicareTax": 0.0, "netInvestmentIncomeTax": 0.0, "alternativeMinimumTax": 0.0, "additionalTaxPenalty": 0.0},
"payments": {"federalWithholding": 6000.0},
"business": {"qualifiedBusinessIncome": 0.0},
"basis": {"traditionalIraBasis": 0.0},
"depreciation": {"depreciationExpense": 0.0},
"assetSales": {"section1231GainLoss": 0.0},
"totals": {"adjustedGrossIncome": 50100.0, "taxableIncome": 34350.0, "refund": 2116.5, "balanceDue": 0.0},
}