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stef-openclaw-skills/skills/us-cpa/src/us_cpa/prepare.py
2026-03-15 03:01:16 -05:00

80 lines
3.3 KiB
Python

from __future__ import annotations
import json
from pathlib import Path
from typing import Any
from us_cpa.cases import CaseManager
from us_cpa.renderers import render_case_forms
from us_cpa.returns import normalize_case_facts
from us_cpa.sources import TaxYearCorpus
def _load_case_facts(case_dir: Path) -> dict[str, Any]:
facts_path = case_dir / "extracted" / "facts.json"
payload = json.loads(facts_path.read_text())
facts = {key: value["value"] for key, value in payload["facts"].items()}
facts["_factMetadata"] = {
key: {"sources": value.get("sources", [])} for key, value in payload["facts"].items()
}
return facts
class PrepareEngine:
def __init__(self, *, corpus: TaxYearCorpus | None = None) -> None:
self.corpus = corpus or TaxYearCorpus()
def prepare_case(self, case_dir: Path) -> dict[str, Any]:
manager = CaseManager(case_dir)
manifest = manager.load_manifest()
facts = _load_case_facts(manager.case_dir)
normalized = normalize_case_facts(facts, manifest["taxYear"])
normalized_path = manager.case_dir / "return" / "normalized-return.json"
normalized_path.write_text(json.dumps(normalized, indent=2))
artifacts = render_case_forms(manager.case_dir, self.corpus, normalized)
unresolved_issues = json.loads(manager.issues_path.read_text())["issues"]
summary = {
"requiredForms": normalized["requiredForms"],
"reviewRequiredArtifacts": [
artifact["formCode"] for artifact in artifacts["artifacts"] if artifact["reviewRequired"]
],
"refund": normalized["totals"]["refund"],
"balanceDue": normalized["totals"]["balanceDue"],
"unresolvedIssueCount": len(unresolved_issues),
}
result = {
"status": "prepared",
"caseDir": str(manager.case_dir),
"taxYear": manifest["taxYear"],
"normalizedReturnPath": str(normalized_path),
"artifactManifestPath": str(manager.case_dir / "output" / "artifacts.json"),
"summary": summary,
}
(manager.case_dir / "reports" / "prepare-summary.json").write_text(json.dumps(result, indent=2))
return result
class EfileExporter:
def export_case(self, case_dir: Path) -> dict[str, Any]:
case_dir = Path(case_dir).expanduser().resolve()
normalized = json.loads((case_dir / "return" / "normalized-return.json").read_text())
artifacts = json.loads((case_dir / "output" / "artifacts.json").read_text())
issues = json.loads((case_dir / "issues" / "open-issues.json").read_text())["issues"]
payload = {
"status": "draft" if issues or any(a["reviewRequired"] for a in artifacts["artifacts"]) else "ready",
"taxYear": normalized["taxYear"],
"returnSummary": {
"requiredForms": normalized["requiredForms"],
"refund": normalized["totals"]["refund"],
"balanceDue": normalized["totals"]["balanceDue"],
},
"attachments": artifacts["artifacts"],
"unresolvedIssues": issues,
}
output_path = case_dir / "output" / "efile-ready.json"
output_path.write_text(json.dumps(payload, indent=2))
return payload