from __future__ import annotations import json import tempfile import unittest from pathlib import Path from us_cpa.questions import QuestionEngine, render_analysis, render_memo from us_cpa.sources import TaxYearCorpus, bootstrap_irs_catalog class QuestionEngineTests(unittest.TestCase): def build_engine(self, temp_dir: str) -> QuestionEngine: corpus = TaxYearCorpus(cache_root=Path(temp_dir)) def fake_fetch(url: str) -> bytes: return f"source for {url}".encode() corpus.download_catalog(2025, bootstrap_irs_catalog(2025), fetcher=fake_fetch) return QuestionEngine(corpus=corpus) def test_standard_deduction_question_returns_structured_analysis(self) -> None: with tempfile.TemporaryDirectory() as temp_dir: engine = self.build_engine(temp_dir) analysis = engine.answer( question="What is the standard deduction for single filers?", tax_year=2025, case_facts={"filingStatus": "single"}, ) self.assertEqual(analysis["issue"], "standard_deduction") self.assertEqual(analysis["taxYear"], 2025) self.assertEqual(analysis["conclusion"]["answer"], "$15,000") self.assertEqual(analysis["confidence"], "high") self.assertTrue(analysis["authorities"]) self.assertEqual(analysis["authorities"][0]["sourceClass"], "irs_instructions") def test_complex_question_flags_primary_law_escalation(self) -> None: with tempfile.TemporaryDirectory() as temp_dir: engine = self.build_engine(temp_dir) analysis = engine.answer( question="Does section 469 passive activity loss limitation apply here?", tax_year=2025, case_facts={}, ) self.assertEqual(analysis["confidence"], "low") self.assertTrue(analysis["primaryLawRequired"]) self.assertIn("Internal Revenue Code", analysis["missingFacts"][0]) def test_renderers_produce_conversation_and_memo(self) -> None: analysis = { "issue": "standard_deduction", "taxYear": 2025, "factsUsed": [{"field": "filingStatus", "value": "single"}], "missingFacts": [], "authorities": [{"title": "Instructions for Form 1040 and Schedules 1-3"}], "conclusion": {"answer": "$15,000", "summary": "Single filers use a $15,000 standard deduction for tax year 2025."}, "confidence": "high", "followUpQuestions": [], "primaryLawRequired": False, } conversation = render_analysis(analysis) memo = render_memo(analysis) self.assertIn("$15,000", conversation) self.assertIn("Issue", memo) self.assertIn("Authorities", memo) if __name__ == "__main__": unittest.main()