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| # -*- coding: utf-8 -*- | |
| """ | |
| User session / profile management for the Tax Torpedo Analyzer. | |
| Minimal profile with just the 3 inputs needed for torpedo analysis. | |
| """ | |
| from __future__ import annotations | |
| from dataclasses import dataclass | |
| from typing import Optional | |
| class UserProfile: | |
| """Minimal financial profile for the Tax Torpedo Analyzer.""" | |
| filing_status: str = "MFJ" | |
| ssb_annual: float = 0.0 | |
| other_income: float = 0.0 | |
| # Computed (cached after analysis) | |
| tax_zone: Optional[str] = None | |
| zero_point: Optional[float] = None # analyst convention (ref. TI) | |
| confluence_point: Optional[float] = None # analyst convention (ref. TI) | |
| zero_point_oi: Optional[float] = None # raw other income value | |
| confluence_point_oi: Optional[float] = None # raw other income value | |
| ref_taxable_income: Optional[float] = None | |
| def to_dict(self) -> dict: | |
| return { | |
| "filing_status": self.filing_status, | |
| "ssb_annual": self.ssb_annual, | |
| "other_income": self.other_income, | |
| "tax_zone": self.tax_zone, | |
| "zero_point": self.zero_point, | |
| "confluence_point": self.confluence_point, | |
| "zero_point_oi": self.zero_point_oi, | |
| "confluence_point_oi": self.confluence_point_oi, | |
| "ref_taxable_income": self.ref_taxable_income, | |
| } | |
| def from_dict(cls, d: dict) -> "UserProfile": | |
| if not d: | |
| return cls() | |
| return cls( | |
| filing_status=d.get("filing_status", "MFJ"), | |
| ssb_annual=d.get("ssb_annual", 0.0), | |
| other_income=d.get("other_income", 0.0), | |
| tax_zone=d.get("tax_zone"), | |
| zero_point=d.get("zero_point"), | |
| confluence_point=d.get("confluence_point"), | |
| zero_point_oi=d.get("zero_point_oi"), | |
| confluence_point_oi=d.get("confluence_point_oi"), | |
| ref_taxable_income=d.get("ref_taxable_income"), | |
| ) | |
| def summary_text(self) -> str: | |
| """Human-readable summary for system prompt context.""" | |
| lines = [ | |
| f"Filing Status: {self.filing_status_display(self.filing_status)}", | |
| f"Annual Social Security Benefit: ${self.ssb_annual:,.0f}", | |
| f"Total Other Taxable Income: ${self.other_income:,.0f}", | |
| ] | |
| if self.tax_zone: | |
| lines.append(f"Tax Zone: {self.tax_zone}") | |
| if self.zero_point is not None: | |
| lines.append(f"Zero Point (ref. taxable income): ${self.zero_point:,.0f}") | |
| if self.confluence_point is not None: | |
| lines.append(f"Confluence Point (ref. taxable income): ${self.confluence_point:,.0f}") | |
| if self.zero_point_oi is not None: | |
| lines.append(f"Zero Point (other income): ${self.zero_point_oi:,.0f}") | |
| if self.confluence_point_oi is not None: | |
| lines.append(f"Confluence Point (other income): ${self.confluence_point_oi:,.0f}") | |
| return "\n".join(lines) | |
| def filing_status_display(code: str) -> str: | |
| mapping = { | |
| "SGL": "Single", | |
| "MFJ": "Married Filing Jointly", | |
| "HOH": "Head of Household", | |
| "MFS": "Married Filing Separately", | |
| } | |
| return mapping.get(code, code) | |