Files
stef-openclaw-skills/skills/us-cpa/src/us_cpa/cases.py
2026-03-15 00:56:07 -05:00

158 lines
5.0 KiB
Python

from __future__ import annotations
import hashlib
import json
import shutil
from dataclasses import dataclass
from datetime import datetime, timezone
from pathlib import Path
from typing import Any
CASE_SUBDIRECTORIES = (
"input",
"extracted",
"return",
"output",
"reports",
"issues",
"sources",
)
def _timestamp() -> str:
return datetime.now(timezone.utc).isoformat()
def _sha256_path(path: Path) -> str:
digest = hashlib.sha256()
with path.open("rb") as handle:
for chunk in iter(lambda: handle.read(65536), b""):
digest.update(chunk)
return digest.hexdigest()
class CaseConflictError(Exception):
def __init__(self, issue: dict[str, Any]) -> None:
super().__init__(issue["message"])
self.issue = issue
@dataclass
class CaseManager:
case_dir: Path
def __post_init__(self) -> None:
self.case_dir = self.case_dir.expanduser().resolve()
@property
def manifest_path(self) -> Path:
return self.case_dir / "case-manifest.json"
@property
def facts_path(self) -> Path:
return self.case_dir / "extracted" / "facts.json"
@property
def issues_path(self) -> Path:
return self.case_dir / "issues" / "open-issues.json"
def create_case(self, *, case_label: str, tax_year: int) -> dict[str, Any]:
self.case_dir.mkdir(parents=True, exist_ok=True)
for name in CASE_SUBDIRECTORIES:
(self.case_dir / name).mkdir(exist_ok=True)
manifest = {
"caseLabel": case_label,
"taxYear": tax_year,
"createdAt": _timestamp(),
"updatedAt": _timestamp(),
"status": "open",
"documents": [],
}
self.manifest_path.write_text(json.dumps(manifest, indent=2))
if not self.facts_path.exists():
self.facts_path.write_text(json.dumps({"facts": {}}, indent=2))
if not self.issues_path.exists():
self.issues_path.write_text(json.dumps({"issues": []}, indent=2))
return manifest
def load_manifest(self) -> dict[str, Any]:
return json.loads(self.manifest_path.read_text())
def _load_facts(self) -> dict[str, Any]:
return json.loads(self.facts_path.read_text())
def _write_manifest(self, manifest: dict[str, Any]) -> None:
manifest["updatedAt"] = _timestamp()
self.manifest_path.write_text(json.dumps(manifest, indent=2))
def _write_facts(self, facts: dict[str, Any]) -> None:
self.facts_path.write_text(json.dumps(facts, indent=2))
def _write_issue(self, issue: dict[str, Any]) -> None:
current = json.loads(self.issues_path.read_text())
current["issues"].append(issue)
self.issues_path.write_text(json.dumps(current, indent=2))
def intake(
self,
*,
tax_year: int,
user_facts: dict[str, Any],
document_paths: list[Path],
) -> dict[str, Any]:
manifest = self.load_manifest()
if manifest["taxYear"] != tax_year:
raise ValueError(
f"Case tax year {manifest['taxYear']} does not match requested tax year {tax_year}."
)
registered_documents = []
for source_path in document_paths:
source_path = source_path.expanduser().resolve()
destination = self.case_dir / "input" / source_path.name
shutil.copy2(source_path, destination)
document_entry = {
"name": source_path.name,
"sourcePath": str(source_path),
"storedPath": str(destination),
"sha256": _sha256_path(destination),
"registeredAt": _timestamp(),
}
manifest["documents"].append(document_entry)
registered_documents.append(document_entry)
facts_payload = self._load_facts()
for field, value in user_facts.items():
existing = facts_payload["facts"].get(field)
if existing and existing["value"] != value:
issue = {
"status": "needs_resolution",
"issueType": "fact_conflict",
"field": field,
"existingValue": existing["value"],
"newValue": value,
"message": f"Conflicting values for {field}. Resolve before continuing.",
"createdAt": _timestamp(),
"taxYear": tax_year,
}
self._write_issue(issue)
raise CaseConflictError(issue)
facts_payload["facts"][field] = {
"value": value,
"sourceType": "user_statement",
"capturedAt": _timestamp(),
}
self._write_manifest(manifest)
self._write_facts(facts_payload)
return {
"status": "accepted",
"caseDir": str(self.case_dir),
"taxYear": tax_year,
"registeredDocuments": registered_documents,
"factCount": len(facts_payload["facts"]),
}