taxforge 0.9.21__tar.gz → 0.9.23__tar.gz

{taxforge-0.9.21 → taxforge-0.9.23}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.21
+Version: 0.9.23
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT

{taxforge-0.9.21 → taxforge-0.9.23}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "taxforge"
-version = "0.9.21"
+version = "0.9.23"
 description = "AI-powered tax preparation assistant"
 readme = "README.md"
 license = {text = "MIT"}

{taxforge-0.9.21 → taxforge-0.9.23}/ui/aitax/__init__.py

@@ -1,3 +1,3 @@
 """TaxForge - AI-powered tax preparation"""
 
-__version__ = "0.9.21"
+__version__ = "0.9.23"

{taxforge-0.9.21 → taxforge-0.9.23}/ui/aitax/aitax.py

@@ -617,11 +617,7 @@ def review_page() -> rx.Component:
                                     {"background": "#E8EDFF"},
                                     {},
                                 ),
-                                on_click=rx.cond(
-                                    doc["status"] != "parsed",
-                                    lambda: TaxAppState.toggle_file_selection(doc["name"]),
-                                    lambda: None,
-                                ),
+                                on_click=lambda: TaxAppState.toggle_file_selection(doc["name"]),
                                 transition="all 0.15s ease",
                             ),
                         ),
@@ -1512,7 +1508,7 @@ app = rx.App(
 )
 
 # Register pages
-app.add_page(dashboard_page, route="/", title="TaxForge - Dashboard")
+app.add_page(dashboard_page, route="/", title="TaxForge - Dashboard", on_load=TaxAppState.load_saved_data)
 app.add_page(upload_page, route="/upload", title="TaxForge - Upload")
 app.add_page(review_page, route="/review", title="TaxForge - Review")
 app.add_page(settings_page, route="/settings", title="TaxForge - Settings")

{taxforge-0.9.21 → taxforge-0.9.23}/ui/aitax/cli.py

@@ -8,7 +8,7 @@ import shutil
 from pathlib import Path
 
 
-__version__ = "0.9.21"
+__version__ = "0.9.23"
 
 RXCONFIG_CONTENT = '''"""Reflex config for TaxForge."""
 import reflex as rx

taxforge-0.9.23/ui/aitax/persistence.py

@@ -0,0 +1,197 @@
+"""
+TaxForge - Data Persistence
+Save and load tax data to/from local JSON file.
+"""
+import json
+import os
+from pathlib import Path
+from typing import Dict, Any, Optional
+from datetime import datetime
+import base64
+import hashlib
+
+# Data directory
+DATA_DIR = Path.home() / ".taxforge"
+DATA_FILE = DATA_DIR / "tax_data.json"
+BACKUP_DIR = DATA_DIR / "backups"
+
+# Fields to persist (from TaxAppState)
+PERSIST_FIELDS = [
+    # Personal info
+    "first_name", "last_name", "filing_status",
+    # API key (will be obfuscated)
+    "openai_api_key",
+    # Documents
+    "uploaded_files", "parsed_documents",
+    # Tax data
+    "w2_list", "form_1099_list", "form_1098_list", "form_5498_list",
+    # Manual entries
+    "rental_properties", "business_income", "other_income", "other_deductions",
+    "dependents", "child_care_expenses",
+    # Calculated values we want to persist
+    "total_wages", "total_interest", "total_dividends", "total_capital_gains",
+    "total_rental_income", "total_business_income", "total_other_income",
+    "hsa_deduction", "self_employment_tax", "mortgage_interest_deduction",
+    "adjusted_gross_income", "itemized_deductions", "standard_deduction",
+    "total_deductions", "taxable_income", "total_tax", "total_withholding",
+    "other_withholding", "refund_or_owed", "is_refund",
+    "child_tax_credit", "other_dependent_credit", "child_care_credit", "total_credits",
+    # Status
+    "return_status", "return_generated",
+]
+
+# Fields that should be obfuscated (not encrypted, just not plain text)
+SENSITIVE_FIELDS = ["openai_api_key"]
+
+
+def _obfuscate(value: str) -> str:
+    """Simple obfuscation for sensitive values (not real encryption)."""
+    if not value:
+        return ""
+    return base64.b64encode(value.encode()).decode()
+
+
+def _deobfuscate(value: str) -> str:
+    """Reverse obfuscation."""
+    if not value:
+        return ""
+    try:
+        return base64.b64decode(value.encode()).decode()
+    except:
+        return value  # Return as-is if can't decode
+
+
+def ensure_data_dir():
+    """Ensure data directory exists."""
+    DATA_DIR.mkdir(parents=True, exist_ok=True)
+    BACKUP_DIR.mkdir(parents=True, exist_ok=True)
+
+
+def save_state(state) -> bool:
+    """
+    Save state to JSON file.
+    
+    Args:
+        state: TaxAppState instance
+        
+    Returns:
+        True if successful, False otherwise
+    """
+    try:
+        ensure_data_dir()
+        
+        # Extract fields to save
+        data = {
+            "_saved_at": datetime.now().isoformat(),
+            "_version": "0.9.21",
+        }
+        
+        for field in PERSIST_FIELDS:
+            if hasattr(state, field):
+                value = getattr(state, field)
+                # Handle special types
+                if isinstance(value, (list, dict)):
+                    data[field] = value
+                else:
+                    data[field] = value
+                    
+                # Obfuscate sensitive fields
+                if field in SENSITIVE_FIELDS and value:
+                    data[field] = _obfuscate(str(value))
+        
+        # Create backup of existing file
+        if DATA_FILE.exists():
+            backup_name = f"tax_data_{datetime.now().strftime('%Y%m%d_%H%M%S')}.json"
+            backup_path = BACKUP_DIR / backup_name
+            # Keep only last 5 backups
+            existing_backups = sorted(BACKUP_DIR.glob("tax_data_*.json"))
+            if len(existing_backups) >= 5:
+                for old_backup in existing_backups[:-4]:
+                    old_backup.unlink()
+        
+        # Write to file
+        with open(DATA_FILE, 'w') as f:
+            json.dump(data, f, indent=2, default=str)
+        
+        return True
+        
+    except Exception as e:
+        print(f"[TaxForge] Error saving state: {e}")
+        return False
+
+
+def load_state(state) -> bool:
+    """
+    Load state from JSON file.
+    
+    Args:
+        state: TaxAppState instance to populate
+        
+    Returns:
+        True if data was loaded, False if no data or error
+    """
+    try:
+        if not DATA_FILE.exists():
+            print("[TaxForge] No saved data found, starting fresh")
+            return False
+        
+        with open(DATA_FILE, 'r') as f:
+            data = json.load(f)
+        
+        print(f"[TaxForge] Loading saved data from {data.get('_saved_at', 'unknown')}")
+        
+        # Restore fields
+        for field in PERSIST_FIELDS:
+            if field in data:
+                value = data[field]
+                
+                # Deobfuscate sensitive fields
+                if field in SENSITIVE_FIELDS and value:
+                    value = _deobfuscate(value)
+                
+                # Set the attribute
+                if hasattr(state, field):
+                    setattr(state, field, value)
+        
+        print(f"[TaxForge] Loaded: {len(data.get('w2_list', []))} W-2s, "
+              f"{len(data.get('form_1099_list', []))} 1099s, "
+              f"{len(data.get('rental_properties', []))} rentals")
+        
+        return True
+        
+    except Exception as e:
+        print(f"[TaxForge] Error loading state: {e}")
+        return False
+
+
+def clear_saved_data() -> bool:
+    """Clear all saved data."""
+    try:
+        if DATA_FILE.exists():
+            DATA_FILE.unlink()
+        return True
+    except Exception as e:
+        print(f"[TaxForge] Error clearing data: {e}")
+        return False
+
+
+def get_data_info() -> Dict[str, Any]:
+    """Get info about saved data."""
+    info = {
+        "exists": DATA_FILE.exists(),
+        "path": str(DATA_FILE),
+        "size": 0,
+        "saved_at": None,
+    }
+    
+    if DATA_FILE.exists():
+        info["size"] = DATA_FILE.stat().st_size
+        try:
+            with open(DATA_FILE, 'r') as f:
+                data = json.load(f)
+                info["saved_at"] = data.get("_saved_at")
+                info["version"] = data.get("_version")
+        except:
+            pass
+    
+    return info

{taxforge-0.9.21 → taxforge-0.9.23}/ui/aitax/state.py

@@ -15,6 +15,7 @@ from .document_extractor import (
     convert_1099_misc_to_other_income,
     REQUEST_DELAY_SECONDS
 )
+from .persistence import save_state, load_state, clear_saved_data
 import asyncio
 
 
@@ -269,6 +270,7 @@ class TaxAppState(rx.State):
         self.openai_api_key = self.temp_api_key
         self.show_api_modal = False
         self.success_message = "API key saved!"
+        self._auto_save()  # Persist API key
     
     def check_api_key_for_upload(self):
         """Check if API key is set, open modal if not."""
@@ -328,6 +330,7 @@ class TaxAppState(rx.State):
             if new_files > 0:
                 self.success_message = f"Uploaded {new_files} file(s). Go to Review to process with AI."
                 self.return_status = "in_progress"
+                self._auto_save()  # Persist uploaded files list
         except Exception as e:
             self.error_message = f"Upload failed: {str(e)}"
     
@@ -1086,6 +1089,16 @@ class TaxAppState(rx.State):
         
         if self.total_wages > 0 or total_income > 0:
             self.return_status = "in_progress"
+        
+        # Auto-save after recalculation
+        self._auto_save()
+    
+    def _auto_save(self):
+        """Auto-save state to disk."""
+        try:
+            save_state(self)
+        except Exception as e:
+            print(f"[TaxForge] Auto-save failed: {e}")
     
     def _calculate_tax(self, income: float, brackets: list) -> float:
         """Calculate tax from brackets."""
@@ -1153,6 +1166,15 @@ class TaxAppState(rx.State):
         self.return_generated = False
         self.error_message = ""
         self.success_message = ""
+        # Also clear persisted data
+        clear_saved_data()
+    
+    def load_saved_data(self):
+        """Load previously saved data from disk."""
+        if load_state(self):
+            self.success_message = "Previous session restored!"
+        else:
+            self.success_message = ""
     
     # ===== Computed Properties =====
     @rx.var

{taxforge-0.9.21 → taxforge-0.9.23}/ui/taxforge.egg-info/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxforge
-Version: 0.9.21
+Version: 0.9.23
 Summary: AI-powered tax preparation assistant
 Author: TaxForge Team
 License: MIT

{taxforge-0.9.21 → taxforge-0.9.23}/ui/taxforge.egg-info/SOURCES.txt

@@ -8,6 +8,7 @@ ui/aitax/aitax.py
 ui/aitax/cli.py
 ui/aitax/components.py
 ui/aitax/document_extractor.py
+ui/aitax/persistence.py
 ui/aitax/state.py
 ui/taxforge.egg-info/PKG-INFO
 ui/taxforge.egg-info/SOURCES.txt