pigeongov 0.2.0

package/dist/src/pdf/reader.js

@@ -0,0 +1,354 @@
+import { readFile } from "node:fs/promises";
+import { PDFParse } from "pdf-parse";
+import { createFlag, extractMoneyNearLabel, extractTextNearLabel, firstMeaningfulLine, normalizePdfText, } from "./shared.js";
+import { hasTesseract, ocrExtractText } from "./ocr.js";
+function toBytes(source) {
+    if (typeof source === "string") {
+        throw new Error("String sources are treated as file paths by readPdfDocument; pass bytes to parse a string directly.");
+    }
+    if (source instanceof Uint8Array) {
+        return source;
+    }
+    return new Uint8Array(source);
+}
+async function loadSourceBytes(source) {
+    if (typeof source === "string") {
+        const result = {
+            bytes: new Uint8Array(await readFile(source)),
+        };
+        const fileName = source.split(/[\\/]/).at(-1);
+        if (fileName) {
+            result.fileName = fileName;
+        }
+        return result;
+    }
+    return { bytes: toBytes(source) };
+}
+function detectDocumentType(text, typeHint) {
+    const normalized = text.toLowerCase();
+    const reasons = [];
+    const scores = {
+        w2: 0,
+        "1099-nec": 0,
+        "1099-int": 0,
+        "1098": 0,
+        "1095-a": 0,
+        "1099-div": 0,
+        "1099-b": 0,
+        "1099-r": 0,
+        "k-1": 0,
+    };
+    if (normalized.includes("form w-2")) {
+        scores.w2 += 3;
+        reasons.push("matched Form W-2 heading");
+    }
+    if (normalized.includes("wages, tips, other compensation")) {
+        scores.w2 += 2;
+        reasons.push("matched W-2 wage label");
+    }
+    if (normalized.includes("social security wages")) {
+        scores.w2 += 1;
+    }
+    if (normalized.includes("form 1099-nec")) {
+        scores["1099-nec"] += 3;
+        reasons.push("matched Form 1099-NEC heading");
+    }
+    if (normalized.includes("nonemployee compensation")) {
+        scores["1099-nec"] += 2;
+        reasons.push("matched 1099-NEC compensation label");
+    }
+    if (normalized.includes("form 1099-int")) {
+        scores["1099-int"] += 3;
+        reasons.push("matched Form 1099-INT heading");
+    }
+    if (normalized.includes("interest income")) {
+        scores["1099-int"] += 2;
+        reasons.push("matched 1099-INT interest label");
+    }
+    // New document type scoring
+    if (normalized.includes("form 1098") || normalized.includes("mortgage interest statement")) {
+        scores["1098"] += 3;
+        reasons.push("matched Form 1098 heading");
+    }
+    if (normalized.includes("mortgage interest received")) {
+        scores["1098"] += 2;
+    }
+    if (normalized.includes("form 1095-a") || normalized.includes("health insurance marketplace")) {
+        scores["1095-a"] += 3;
+        reasons.push("matched Form 1095-A heading");
+    }
+    if (normalized.includes("monthly enrollment premiums")) {
+        scores["1095-a"] += 2;
+    }
+    if (normalized.includes("form 1099-div")) {
+        scores["1099-div"] += 3;
+        reasons.push("matched Form 1099-DIV heading");
+    }
+    if (normalized.includes("ordinary dividends") && normalized.includes("qualified dividends")) {
+        scores["1099-div"] += 2;
+    }
+    if (normalized.includes("form 1099-b") || normalized.includes("proceeds from broker")) {
+        scores["1099-b"] += 3;
+        reasons.push("matched Form 1099-B heading");
+    }
+    if (normalized.includes("cost or other basis") && normalized.includes("proceeds")) {
+        scores["1099-b"] += 2;
+    }
+    if (normalized.includes("form 1099-r")) {
+        scores["1099-r"] += 3;
+        reasons.push("matched Form 1099-R heading");
+    }
+    if (normalized.includes("gross distribution") && normalized.includes("taxable amount")) {
+        scores["1099-r"] += 2;
+    }
+    if (normalized.includes("schedule k-1") || normalized.includes("partner's share")) {
+        scores["k-1"] += 3;
+        reasons.push("matched Schedule K-1 heading");
+    }
+    if (normalized.includes("ordinary business income")) {
+        scores["k-1"] += 2;
+    }
+    if (typeHint) {
+        scores[typeHint] += 1.5;
+        reasons.push(`type hint: ${typeHint}`);
+    }
+    const entries = Object.entries(scores);
+    entries.sort((left, right) => right[1] - left[1]);
+    const [bestType, bestScore] = entries[0] ?? ["unknown", 0];
+    const secondScore = entries[1]?.[1] ?? 0;
+    const confidence = bestScore <= 0 ? 0 : Math.min(1, Math.max(0.35, (bestScore - secondScore + 1) / 4));
+    if (bestScore <= 0) {
+        return {
+            detectedType: typeHint ?? "unknown",
+            confidence: typeHint ? 0.45 : 0,
+            reasons,
+        };
+    }
+    return {
+        detectedType: bestType,
+        confidence,
+        reasons,
+    };
+}
+function normalizeSourceName(options, fallback) {
+    return options.fileName ?? fallback;
+}
+function buildW2Document(text) {
+    const lines = normalizePdfText(text).split("\n");
+    const employerName = firstMeaningfulLine(lines) ??
+        extractTextNearLabel(text, ["Employer's name", "Employer name", "Employer"]) ??
+        "";
+    const employeeName = extractTextNearLabel(text, ["Employee's first name and initial", "Employee name"]) ??
+        undefined;
+    const document = {
+        type: "w2",
+        employerName,
+        wages: extractMoneyNearLabel(text, [
+            "Wages, tips, other compensation",
+            "Box 1",
+            "1 Wages",
+        ]) ?? 0,
+        federalWithheld: extractMoneyNearLabel(text, [
+            "Federal income tax withheld",
+            "Box 2",
+            "2 Federal income tax withheld",
+        ]) ?? 0,
+    };
+    if (employeeName) {
+        document.employeeName = employeeName;
+    }
+    const employerEin = extractTextNearLabel(text, ["Employer identification number", "EIN"]);
+    if (employerEin) {
+        document.employerEin = employerEin;
+    }
+    const socialSecurityWages = extractMoneyNearLabel(text, ["Social security wages", "Box 3"]);
+    if (socialSecurityWages !== undefined) {
+        document.socialSecurityWages = socialSecurityWages;
+    }
+    const medicareWages = extractMoneyNearLabel(text, ["Medicare wages and tips", "Box 5"]);
+    if (medicareWages !== undefined) {
+        document.medicareWages = medicareWages;
+    }
+    return document;
+}
+function build1099NecDocument(text) {
+    const lines = normalizePdfText(text).split("\n");
+    const payerName = firstMeaningfulLine(lines) ??
+        extractTextNearLabel(text, ["Payer's name", "Payer name", "PAYER"]) ??
+        "";
+    const document = {
+        type: "1099-nec",
+        payerName,
+        nonemployeeCompensation: extractMoneyNearLabel(text, [
+            "Nonemployee compensation",
+            "Box 1",
+            "1 Nonemployee compensation",
+        ]) ?? 0,
+    };
+    const federalWithheld = extractMoneyNearLabel(text, [
+        "Federal income tax withheld",
+        "Box 4",
+        "4 Federal income tax withheld",
+    ]);
+    if (federalWithheld !== undefined) {
+        document.federalWithheld = federalWithheld;
+    }
+    return document;
+}
+function build1099IntDocument(text) {
+    const lines = normalizePdfText(text).split("\n");
+    const payerName = firstMeaningfulLine(lines) ??
+        extractTextNearLabel(text, ["Payer's name", "Payer name", "PAYER"]) ??
+        "";
+    const document = {
+        type: "1099-int",
+        payerName,
+        interestIncome: extractMoneyNearLabel(text, ["Interest income", "Box 1", "1 Interest income"]) ?? 0,
+    };
+    const federalWithheld = extractMoneyNearLabel(text, [
+        "Federal income tax withheld",
+        "Box 4",
+        "4 Federal income tax withheld",
+    ]);
+    if (federalWithheld !== undefined) {
+        document.federalWithheld = federalWithheld;
+    }
+    return document;
+}
+function buildFallbackDocument(detectedType) {
+    return {
+        type: "unknown",
+    };
+}
+export async function readPdfDocument(source, options = {}) {
+    const { bytes, fileName } = await loadSourceBytes(source);
+    const parser = new PDFParse({ data: bytes });
+    try {
+        const textResult = await parser.getText({
+            ...(options.pageNumbers ? { partial: options.pageNumbers } : {}),
+            pageJoiner: "\n",
+            itemJoiner: " ",
+            includeMarkedContent: false,
+            disableNormalization: false,
+            lineEnforce: true,
+            parseHyperlinks: false,
+        });
+        const textPages = textResult.pages.map((page) => ({
+            pageNumber: page.num,
+            text: normalizePdfText(page.text),
+        }));
+        let rawText = normalizePdfText(textResult.text);
+        let ocrUsed = false;
+        // If the native text layer is suspiciously short and Tesseract is
+        // available, fall back to OCR. This handles scanned PDFs that are
+        // essentially images with no embedded text.
+        const OCR_THRESHOLD = 50;
+        if (rawText.length < OCR_THRESHOLD && hasTesseract()) {
+            try {
+                const ocrText = await ocrExtractText(bytes);
+                if (ocrText.trim().length > rawText.length) {
+                    rawText = normalizePdfText(ocrText);
+                    ocrUsed = true;
+                }
+            }
+            catch {
+                // OCR failed — proceed with whatever text we managed to extract.
+            }
+        }
+        const detection = detectDocumentType(rawText, options.typeHint);
+        const sourceFileName = normalizeSourceName(options, fileName);
+        const flaggedFields = [];
+        if (options.typeHint && detection.detectedType !== options.typeHint) {
+            flaggedFields.push(createFlag("documentType", `Type hint ${options.typeHint} disagrees with heuristic detection of ${detection.detectedType}.`, "review", sourceFileName));
+        }
+        if (detection.detectedType === "w2") {
+            const document = buildW2Document(rawText);
+            if (!document.employerName) {
+                flaggedFields.push(createFlag("employerName", "Employer name was not confidently extracted.", "review", sourceFileName));
+            }
+            if (document.wages === 0) {
+                flaggedFields.push(createFlag("wages", "W-2 wages could not be confidently extracted.", "review", sourceFileName));
+            }
+            const result = {
+                detectedType: "w2",
+                confidence: detection.confidence,
+                pageCount: textResult.total,
+                rawText: options.includeRawText === false ? "" : rawText,
+                textPages,
+                flaggedFields,
+                document,
+                ocrUsed,
+            };
+            if (sourceFileName) {
+                result.sourceFileName = sourceFileName;
+            }
+            return result;
+        }
+        if (detection.detectedType === "1099-nec") {
+            const document = build1099NecDocument(rawText);
+            if (!document.payerName) {
+                flaggedFields.push(createFlag("payerName", "Payer name was not confidently extracted.", "review", sourceFileName));
+            }
+            if (document.nonemployeeCompensation === 0) {
+                flaggedFields.push(createFlag("nonemployeeCompensation", "1099-NEC compensation could not be confidently extracted.", "review", sourceFileName));
+            }
+            const result = {
+                detectedType: "1099-nec",
+                confidence: detection.confidence,
+                pageCount: textResult.total,
+                rawText: options.includeRawText === false ? "" : rawText,
+                textPages,
+                flaggedFields,
+                document,
+                ocrUsed,
+            };
+            if (sourceFileName) {
+                result.sourceFileName = sourceFileName;
+            }
+            return result;
+        }
+        if (detection.detectedType === "1099-int") {
+            const document = build1099IntDocument(rawText);
+            if (!document.payerName) {
+                flaggedFields.push(createFlag("payerName", "Payer name was not confidently extracted.", "review", sourceFileName));
+            }
+            if (document.interestIncome === 0) {
+                flaggedFields.push(createFlag("interestIncome", "1099-INT interest income could not be confidently extracted.", "review", sourceFileName));
+            }
+            const result = {
+                detectedType: "1099-int",
+                confidence: detection.confidence,
+                pageCount: textResult.total,
+                rawText: options.includeRawText === false ? "" : rawText,
+                textPages,
+                flaggedFields,
+                document,
+                ocrUsed,
+            };
+            if (sourceFileName) {
+                result.sourceFileName = sourceFileName;
+            }
+            return result;
+        }
+        const document = buildFallbackDocument(detection.detectedType);
+        flaggedFields.push(createFlag("documentType", "Could not confidently identify the PDF as a W-2 or 1099 form.", "review", sourceFileName));
+        const result = {
+            detectedType: "unknown",
+            confidence: detection.confidence,
+            pageCount: textResult.total,
+            rawText: options.includeRawText === false ? "" : rawText,
+            textPages,
+            flaggedFields,
+            document,
+            ocrUsed,
+        };
+        if (sourceFileName) {
+            result.sourceFileName = sourceFileName;
+        }
+        return result;
+    }
+    finally {
+        await parser.destroy();
+    }
+}
+//# sourceMappingURL=reader.js.map

package/dist/src/pdf/reader.js.map

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package/dist/src/pdf/shared.d.ts

@@ -0,0 +1,89 @@
+import type { Form1099IntDocument, Form1099NecDocument, ImportedDocument, ReviewSummary, ValidationFlag, W2Document } from "../types.js";
+export type PdfDocumentKind = ImportedDocument["type"] | "unknown";
+export type PdfSource = string | Uint8Array | ArrayBuffer | Buffer;
+export interface PdfReadOptions {
+    fileName?: string;
+    password?: string;
+    typeHint?: Exclude<PdfDocumentKind, "unknown">;
+    pageNumbers?: number[];
+    includeRawText?: boolean;
+}
+export interface PdfTextPage {
+    pageNumber: number;
+    text: string;
+}
+export interface PdfReadResultBase {
+    detectedType: PdfDocumentKind;
+    confidence: number;
+    pageCount: number;
+    rawText: string;
+    textPages: PdfTextPage[];
+    flaggedFields: ValidationFlag[];
+    sourceFileName?: string;
+    ocrUsed?: boolean;
+}
+export type PdfReadResult = (PdfReadResultBase & {
+    detectedType: "w2";
+    document: Partial<W2Document> & {
+        type: "w2";
+    };
+}) | (PdfReadResultBase & {
+    detectedType: "1099-nec";
+    document: Partial<Form1099NecDocument> & {
+        type: "1099-nec";
+    };
+}) | (PdfReadResultBase & {
+    detectedType: "1099-int";
+    document: Partial<Form1099IntDocument> & {
+        type: "1099-int";
+    };
+}) | (PdfReadResultBase & {
+    detectedType: "unknown";
+    document: {
+        type: "unknown";
+    };
+});
+export interface PdfReviewSectionItem {
+    label: string;
+    value: string;
+    severity?: ValidationFlag["severity"];
+}
+export interface PdfReviewSection {
+    title: string;
+    items: PdfReviewSectionItem[];
+}
+export interface PdfReviewInput extends ReviewSummary {
+    title: string;
+    subtitle?: string;
+    sections?: PdfReviewSection[];
+    footer?: string[];
+}
+export interface PdfTemplateFieldValue {
+    name: string;
+    value: string | number | boolean | null | undefined;
+    kind?: "text" | "checkbox" | "radio";
+}
+export interface PdfTemplateFillInput {
+    template: PdfSource;
+    fields: PdfTemplateFieldValue[];
+    flatten?: boolean;
+    title?: string;
+    subject?: string;
+    author?: string;
+}
+export interface PdfWriteResult {
+    pdfBytes: Uint8Array;
+    flaggedFields: ValidationFlag[];
+    appliedFields: number;
+}
+export declare function formatCurrency(value: number): string;
+export declare function normalizePdfText(text: string): string;
+export declare function compactTextLines(text: string): string[];
+export declare function parseMoney(text: string | undefined): number | undefined;
+export declare function formatTemplateValue(value: string | number | boolean | null | undefined): string;
+export declare function escapeRegex(value: string): string;
+export declare function findLineIndex(lines: string[], label: string): number;
+export declare function extractMoneyNearLabel(text: string, labels: string[]): number | undefined;
+export declare function extractTextNearLabel(text: string, labels: string[]): string | undefined;
+export declare function firstMeaningfulLine(lines: string[]): string | undefined;
+export declare function createFlag(field: string, message: string, severity?: ValidationFlag["severity"], source?: string): ValidationFlag;

package/dist/src/pdf/shared.js

@@ -0,0 +1,137 @@
+const currencyFormatter = new Intl.NumberFormat("en-US", {
+    style: "currency",
+    currency: "USD",
+    maximumFractionDigits: 2,
+});
+export function formatCurrency(value) {
+    return currencyFormatter.format(value);
+}
+export function normalizePdfText(text) {
+    return text
+        .replace(/\r\n/g, "\n")
+        .replace(/\r/g, "\n")
+        .replace(/\u00a0/g, " ")
+        .replace(/[ \t]+/g, " ")
+        .replace(/\n[ \t]+/g, "\n")
+        .replace(/[ \t]+\n/g, "\n")
+        .trim();
+}
+export function compactTextLines(text) {
+    return normalizePdfText(text)
+        .split("\n")
+        .map((line) => line.trim())
+        .filter(Boolean);
+}
+export function parseMoney(text) {
+    if (!text) {
+        return undefined;
+    }
+    const normalized = text
+        .replace(/[\s,$]/g, "")
+        .replace(/[^\d().-]/g, "");
+    if (!normalized) {
+        return undefined;
+    }
+    const isNegative = normalized.startsWith("(") && normalized.endsWith(")");
+    const stripped = normalized.replace(/[()]/g, "");
+    const parsed = Number.parseFloat(stripped);
+    if (Number.isNaN(parsed)) {
+        return undefined;
+    }
+    return isNegative ? -parsed : parsed;
+}
+export function formatTemplateValue(value) {
+    if (value === null || value === undefined) {
+        return "";
+    }
+    if (typeof value === "boolean") {
+        return value ? "Yes" : "No";
+    }
+    if (typeof value === "number") {
+        if (Number.isInteger(value)) {
+            return String(value);
+        }
+        return value.toFixed(2).replace(/\.00$/, "");
+    }
+    return value;
+}
+export function escapeRegex(value) {
+    return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+}
+export function findLineIndex(lines, label) {
+    const lowerLabel = label.toLowerCase();
+    return lines.findIndex((line) => line.toLowerCase().includes(lowerLabel));
+}
+export function extractMoneyNearLabel(text, labels) {
+    const lines = compactTextLines(text);
+    for (const label of labels) {
+        const lowerLabel = label.toLowerCase();
+        for (let index = 0; index < lines.length; index += 1) {
+            const line = lines[index];
+            if (!line) {
+                continue;
+            }
+            if (!line.toLowerCase().includes(lowerLabel)) {
+                continue;
+            }
+            const sameLineMatch = line.match(/\(?-?\$?\d[\d,]*(?:\.\d{2})?\)?/g);
+            const nextLine = lines[index + 1];
+            const nextLineMatch = nextLine?.match(/\(?-?\$?\d[\d,]*(?:\.\d{2})?\)?/g);
+            const token = sameLineMatch?.at(-1) ?? nextLineMatch?.at(-1);
+            const parsed = parseMoney(token);
+            if (parsed !== undefined) {
+                return parsed;
+            }
+        }
+    }
+    return undefined;
+}
+export function extractTextNearLabel(text, labels) {
+    const lines = compactTextLines(text);
+    for (const label of labels) {
+        const lowerLabel = label.toLowerCase();
+        for (let index = 0; index < lines.length; index += 1) {
+            const line = lines[index];
+            if (!line) {
+                continue;
+            }
+            if (!line.toLowerCase().includes(lowerLabel)) {
+                continue;
+            }
+            const tail = line
+                .slice(line.toLowerCase().indexOf(lowerLabel) + label.length)
+                .trim();
+            if (tail) {
+                return tail;
+            }
+            const nextLine = lines[index + 1];
+            if (nextLine) {
+                return nextLine;
+            }
+        }
+    }
+    return undefined;
+}
+export function firstMeaningfulLine(lines) {
+    return lines.find((line) => {
+        const lower = line.toLowerCase();
+        return (line.length > 1 &&
+            !lower.includes("form ") &&
+            !lower.includes("department of the treasury") &&
+            !lower.includes("internal revenue service") &&
+            !lower.includes("omb no.") &&
+            !lower.includes("social security number"));
+    });
+}
+export function createFlag(field, message, severity = "review", source) {
+    const flag = {
+        field,
+        severity,
+        message,
+    };
+    if (source) {
+        flag.source = source;
+    }
+    return flag;
+}
+//# sourceMappingURL=shared.js.map

package/dist/src/pdf/shared.js.map

@@ -0,0 +1 @@
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package/dist/src/pdf/writer.d.ts

@@ -0,0 +1,7 @@
+import type { ReviewSummary, ValidationFlag } from "../types.js";
+import { type PdfReviewInput, type PdfReviewSection, type PdfTemplateFillInput, type PdfWriteResult } from "./shared.js";
+export declare function createReviewPdf(input: PdfReviewInput): Promise<Uint8Array>;
+export declare function fillPdfTemplate(input: PdfTemplateFillInput): Promise<PdfWriteResult>;
+export declare function summarizeReviewSections(review: ReviewSummary): PdfReviewSection[];
+export declare function buildReviewFooter(flaggedFields: ValidationFlag[]): string[];
+export declare function splitLongText(text: string): string[];