from __future__ import annotations import tempfile import unittest from pathlib import Path from us_cpa.document_extractors import extract_document_facts class DocumentExtractorTests(unittest.TestCase): def test_extracts_common_w2_fields(self) -> None: with tempfile.TemporaryDirectory() as temp_dir: path = Path(temp_dir) / "w2.txt" path.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" "Box 16 State wages, tips, etc. 50000\n" "Box 17 State income tax 1200\n" "Box 3 Social security wages 50000\n" "Box 5 Medicare wages and tips 50000\n" ) extracted = extract_document_facts(path) self.assertEqual(extracted["taxpayer.fullName"], "Jane Doe") self.assertEqual(extracted["wages"], 50000.0) self.assertEqual(extracted["federalWithholding"], 6000.0) self.assertEqual(extracted["stateWages"], 50000.0) self.assertEqual(extracted["stateWithholding"], 1200.0) self.assertEqual(extracted["socialSecurityWages"], 50000.0) self.assertEqual(extracted["medicareWages"], 50000.0) def test_extracts_common_1099_patterns(self) -> None: with tempfile.TemporaryDirectory() as temp_dir: div_path = Path(temp_dir) / "1099-div.txt" div_path.write_text("Form 1099-DIV\nRecipient: Jane Doe\nBox 1a Total ordinary dividends 250\n") ret_path = Path(temp_dir) / "1099-r.txt" ret_path.write_text("Form 1099-R\nRecipient: Jane Doe\nBox 1 Gross distribution 10000\n") misc_path = Path(temp_dir) / "1099-misc.txt" misc_path.write_text("Form 1099-MISC\nRecipient: Jane Doe\nBox 3 Other income 900\n") self.assertEqual(extract_document_facts(div_path)["ordinaryDividends"], 250.0) self.assertEqual(extract_document_facts(ret_path)["retirementDistribution"], 10000.0) self.assertEqual(extract_document_facts(misc_path)["otherIncome"], 900.0) def test_extracts_prior_year_return_summary_values(self) -> None: with tempfile.TemporaryDirectory() as temp_dir: path = Path(temp_dir) / "prior-return.txt" path.write_text( "2024 Form 1040 Summary\n" "Adjusted gross income 72100\n" "Taxable income 49800\n" "Refund 2100\n" ) extracted = extract_document_facts(path) self.assertEqual(extracted["priorYear.adjustedGrossIncome"], 72100.0) self.assertEqual(extracted["priorYear.taxableIncome"], 49800.0) self.assertEqual(extracted["priorYear.refund"], 2100.0) if __name__ == "__main__": unittest.main()