wip chat
This commit is contained in:
Anibal Angulo
@@ -6,6 +6,7 @@ from pydantic_ai.ui.vercel_ai import VercelAIAdapter
|
||||
from starlette.requests import Request
|
||||
from starlette.responses import Response
|
||||
|
||||
from app.agents import form_auditor
|
||||
from app.core.config import settings
|
||||
|
||||
provider = AzureProvider(
|
||||
@@ -19,6 +20,347 @@ agent = Agent(model=model)
|
||||
router = APIRouter(prefix="/api/v1/agent", tags=["Agent"])
|
||||
|
||||
|
||||
@agent.tool_plain()
|
||||
async def build_audit_report():
|
||||
"""Calls the audit subagent to get a full audit report of the organization"""
|
||||
data = {
|
||||
"extraction": {
|
||||
"core_organization_metadata": {
|
||||
"ein": "84-2674654",
|
||||
"legal_name": "07 IN HEAVEN MEMORIAL SCHOLARSHIP",
|
||||
"phone_number": "(262) 215-0300",
|
||||
"website_url": "",
|
||||
"return_type": "990-PF",
|
||||
"amended_return": "No",
|
||||
"group_exemption_number": "",
|
||||
"subsection_code": "501(c)(3)",
|
||||
"ruling_date": "",
|
||||
"accounting_method": "Cash",
|
||||
"organization_type": "corporation",
|
||||
"year_of_formation": "",
|
||||
"incorporation_state": "WI",
|
||||
},
|
||||
"revenue_breakdown": {
|
||||
"total_revenue": 5227,
|
||||
"contributions_gifts_grants": 5227,
|
||||
"program_service_revenue": 0,
|
||||
"membership_dues": 0,
|
||||
"investment_income": 0,
|
||||
"gains_losses_sales_assets": 0,
|
||||
"rental_income": 0,
|
||||
"related_organizations_revenue": 0,
|
||||
"gaming_revenue": 0,
|
||||
"other_revenue": 0,
|
||||
"government_grants": 0,
|
||||
"foreign_contributions": 0,
|
||||
},
|
||||
"expenses_breakdown": {
|
||||
"total_expenses": 2104,
|
||||
"program_services_expenses": 0,
|
||||
"management_general_expenses": 0,
|
||||
"fundraising_expenses": 2104,
|
||||
"grants_us_organizations": 0,
|
||||
"grants_us_individuals": 0,
|
||||
"grants_foreign_organizations": 0,
|
||||
"grants_foreign_individuals": 0,
|
||||
"compensation_officers": 0,
|
||||
"compensation_other_staff": 0,
|
||||
"payroll_taxes_benefits": 0,
|
||||
"professional_fees": 0,
|
||||
"office_occupancy_costs": 0,
|
||||
"information_technology_costs": 0,
|
||||
"travel_conference_expenses": 0,
|
||||
"depreciation_amortization": 0,
|
||||
"insurance": 0,
|
||||
},
|
||||
"balance_sheet": {},
|
||||
"officers_directors_trustees_key_employees": [
|
||||
{
|
||||
"name": "REBECCA TERPSTRA",
|
||||
"title_position": "PRESIDENT",
|
||||
"average_hours_per_week": 0.1,
|
||||
"related_party_transactions": "",
|
||||
"former_officer": "",
|
||||
"governance_role": "",
|
||||
},
|
||||
{
|
||||
"name": "ROBERT GUZMAN",
|
||||
"title_position": "VICE PRESDEINT",
|
||||
"average_hours_per_week": 0.1,
|
||||
"related_party_transactions": "",
|
||||
"former_officer": "",
|
||||
"governance_role": "",
|
||||
},
|
||||
{
|
||||
"name": "ANDREA VALENTI",
|
||||
"title_position": "TREASURER",
|
||||
"average_hours_per_week": 0.1,
|
||||
"related_party_transactions": "",
|
||||
"former_officer": "",
|
||||
"governance_role": "",
|
||||
},
|
||||
{
|
||||
"name": "BETHANY WALSH",
|
||||
"title_position": "SECRETARY",
|
||||
"average_hours_per_week": 0.1,
|
||||
"related_party_transactions": "",
|
||||
"former_officer": "",
|
||||
"governance_role": "",
|
||||
},
|
||||
],
|
||||
"governance_management_disclosure": {
|
||||
"governing_body_size": 4,
|
||||
"independent_members": 4,
|
||||
"financial_statements_reviewed": "",
|
||||
"form_990_provided_to_governing_body": "",
|
||||
"conflict_of_interest_policy": "",
|
||||
"whistleblower_policy": "",
|
||||
"document_retention_policy": "",
|
||||
"ceo_compensation_review_process": "",
|
||||
"public_disclosure_practices": "Yes",
|
||||
},
|
||||
"program_service_accomplishments": [],
|
||||
"fundraising_grantmaking": {
|
||||
"total_fundraising_event_revenue": 0,
|
||||
"total_fundraising_event_expenses": 2104,
|
||||
"professional_fundraiser_fees": 0,
|
||||
},
|
||||
"functional_operational_data": {
|
||||
"number_of_employees": 0,
|
||||
"number_of_volunteers": 0,
|
||||
"occupancy_costs": 0,
|
||||
"fundraising_method_descriptions": "",
|
||||
"joint_ventures_disregarded_entities": "",
|
||||
},
|
||||
"compensation_details": {
|
||||
"base_compensation": 0,
|
||||
"bonus": 0,
|
||||
"incentive": 0,
|
||||
"other": 0,
|
||||
"non_fixed_compensation": "",
|
||||
"first_class_travel": "",
|
||||
"housing_allowance": "",
|
||||
"expense_account_usage": "",
|
||||
"supplemental_retirement": "",
|
||||
},
|
||||
"political_lobbying_activities": {
|
||||
"lobbying_expenditures_direct": 0,
|
||||
"lobbying_expenditures_grassroots": 0,
|
||||
"election_501h_status": "",
|
||||
"political_campaign_expenditures": 0,
|
||||
"related_organizations_affiliates": "",
|
||||
},
|
||||
"investments_endowment": {
|
||||
"investment_types": "",
|
||||
"donor_restricted_endowment_values": 0,
|
||||
"net_appreciation_depreciation": 0,
|
||||
"related_organization_transactions": "",
|
||||
"loans_to_from_related_parties": "",
|
||||
},
|
||||
"tax_compliance_penalties": {
|
||||
"penalties_excise_taxes_reported": "No",
|
||||
"unrelated_business_income_disclosure": "No",
|
||||
"foreign_bank_account_reporting": "No",
|
||||
"schedule_o_narrative_explanations": "",
|
||||
},
|
||||
},
|
||||
"extraction_metadata": {
|
||||
"core_organization_metadata": {
|
||||
"ein": {"value": "84-2674654", "references": ["0-7"]},
|
||||
"legal_name": {
|
||||
"value": "07 IN HEAVEN MEMORIAL SCHOLARSHIP",
|
||||
"references": ["0-6"],
|
||||
},
|
||||
"phone_number": {"value": "(262) 215-0300", "references": ["0-a"]},
|
||||
"website_url": {"value": "", "references": []},
|
||||
"return_type": {
|
||||
"value": "990-PF",
|
||||
"references": ["4ade8ed0-bce7-4bd5-bd8d-190e3e4be95b"],
|
||||
},
|
||||
"amended_return": {
|
||||
"value": "No",
|
||||
"references": ["4ac9edc4-e9bb-430f-b4c4-a42bf4c04b28"],
|
||||
},
|
||||
"group_exemption_number": {"value": "", "references": []},
|
||||
"subsection_code": {
|
||||
"value": "501(c)(3)",
|
||||
"references": ["4ac9edc4-e9bb-430f-b4c4-a42bf4c04b28"],
|
||||
},
|
||||
"ruling_date": {"value": "", "references": []},
|
||||
"accounting_method": {"value": "Cash", "references": ["0-d"]},
|
||||
"organization_type": {
|
||||
"value": "corporation",
|
||||
"references": ["4ac9edc4-e9bb-430f-b4c4-a42bf4c04b28"],
|
||||
},
|
||||
"year_of_formation": {"value": "", "references": []},
|
||||
"incorporation_state": {
|
||||
"value": "WI",
|
||||
"references": ["4ac9edc4-e9bb-430f-b4c4-a42bf4c04b28"],
|
||||
},
|
||||
},
|
||||
"revenue_breakdown": {
|
||||
"total_revenue": {"value": 5227, "references": ["0-1z"]},
|
||||
"contributions_gifts_grants": {"value": 5227, "references": ["0-m"]},
|
||||
"program_service_revenue": {"value": 0, "references": []},
|
||||
"membership_dues": {"value": 0, "references": []},
|
||||
"investment_income": {"value": 0, "references": []},
|
||||
"gains_losses_sales_assets": {"value": 0, "references": []},
|
||||
"rental_income": {"value": 0, "references": []},
|
||||
"related_organizations_revenue": {"value": 0, "references": []},
|
||||
"gaming_revenue": {"value": 0, "references": []},
|
||||
"other_revenue": {"value": 0, "references": []},
|
||||
"government_grants": {"value": 0, "references": []},
|
||||
"foreign_contributions": {"value": 0, "references": []},
|
||||
},
|
||||
"expenses_breakdown": {
|
||||
"total_expenses": {"value": 2104, "references": ["0-2S"]},
|
||||
"program_services_expenses": {"value": 0, "references": []},
|
||||
"management_general_expenses": {"value": 0, "references": []},
|
||||
"fundraising_expenses": {"value": 2104, "references": ["13-d"]},
|
||||
"grants_us_organizations": {"value": 0, "references": []},
|
||||
"grants_us_individuals": {"value": 0, "references": []},
|
||||
"grants_foreign_organizations": {"value": 0, "references": []},
|
||||
"grants_foreign_individuals": {"value": 0, "references": []},
|
||||
"compensation_officers": {
|
||||
"value": 0,
|
||||
"references": ["5-1q", "5-1w", "5-1C", "5-1I"],
|
||||
},
|
||||
"compensation_other_staff": {"value": 0, "references": []},
|
||||
"payroll_taxes_benefits": {"value": 0, "references": []},
|
||||
"professional_fees": {"value": 0, "references": []},
|
||||
"office_occupancy_costs": {"value": 0, "references": []},
|
||||
"information_technology_costs": {"value": 0, "references": []},
|
||||
"travel_conference_expenses": {"value": 0, "references": []},
|
||||
"depreciation_amortization": {"value": 0, "references": []},
|
||||
"insurance": {"value": 0, "references": []},
|
||||
},
|
||||
"balance_sheet": {},
|
||||
"officers_directors_trustees_key_employees": [
|
||||
{
|
||||
"name": {"value": "REBECCA TERPSTRA", "references": ["5-1o"]},
|
||||
"title_position": {"value": "PRESIDENT", "references": ["5-1p"]},
|
||||
"average_hours_per_week": {"value": 0.1, "references": ["5-1p"]},
|
||||
"related_party_transactions": {"value": "", "references": []},
|
||||
"former_officer": {"value": "", "references": []},
|
||||
"governance_role": {"value": "", "references": []},
|
||||
},
|
||||
{
|
||||
"name": {"value": "ROBERT GUZMAN", "references": ["5-1u"]},
|
||||
"title_position": {
|
||||
"value": "VICE PRESDEINT",
|
||||
"references": ["5-1v"],
|
||||
},
|
||||
"average_hours_per_week": {"value": 0.1, "references": ["5-1v"]},
|
||||
"related_party_transactions": {"value": "", "references": []},
|
||||
"former_officer": {"value": "", "references": []},
|
||||
"governance_role": {"value": "", "references": []},
|
||||
},
|
||||
{
|
||||
"name": {"value": "ANDREA VALENTI", "references": ["5-1A"]},
|
||||
"title_position": {"value": "TREASURER", "references": ["5-1B"]},
|
||||
"average_hours_per_week": {"value": 0.1, "references": ["5-1B"]},
|
||||
"related_party_transactions": {"value": "", "references": []},
|
||||
"former_officer": {"value": "", "references": []},
|
||||
"governance_role": {"value": "", "references": []},
|
||||
},
|
||||
{
|
||||
"name": {"value": "BETHANY WALSH", "references": ["5-1G"]},
|
||||
"title_position": {"value": "SECRETARY", "references": ["5-1H"]},
|
||||
"average_hours_per_week": {"value": 0.1, "references": ["5-1H"]},
|
||||
"related_party_transactions": {"value": "", "references": []},
|
||||
"former_officer": {"value": "", "references": []},
|
||||
"governance_role": {"value": "", "references": []},
|
||||
},
|
||||
],
|
||||
"governance_management_disclosure": {
|
||||
"governing_body_size": {
|
||||
"value": 4,
|
||||
"references": ["5-1o", "5-1u", "5-1A", "5-1G"],
|
||||
},
|
||||
"independent_members": {
|
||||
"value": 4,
|
||||
"references": ["5-1o", "5-1u", "5-1A", "5-1G"],
|
||||
},
|
||||
"financial_statements_reviewed": {"value": "", "references": []},
|
||||
"form_990_provided_to_governing_body": {"value": "", "references": []},
|
||||
"conflict_of_interest_policy": {"value": "", "references": []},
|
||||
"whistleblower_policy": {"value": "", "references": []},
|
||||
"document_retention_policy": {"value": "", "references": []},
|
||||
"ceo_compensation_review_process": {"value": "", "references": []},
|
||||
"public_disclosure_practices": {"value": "Yes", "references": ["4-g"]},
|
||||
},
|
||||
"program_service_accomplishments": [],
|
||||
"fundraising_grantmaking": {
|
||||
"total_fundraising_event_revenue": {"value": 0, "references": []},
|
||||
"total_fundraising_event_expenses": {
|
||||
"value": 2104,
|
||||
"references": ["13-d"],
|
||||
},
|
||||
"professional_fundraiser_fees": {"value": 0, "references": []},
|
||||
},
|
||||
"functional_operational_data": {
|
||||
"number_of_employees": {"value": 0, "references": []},
|
||||
"number_of_volunteers": {"value": 0, "references": []},
|
||||
"occupancy_costs": {"value": 0, "references": []},
|
||||
"fundraising_method_descriptions": {"value": "", "references": []},
|
||||
"joint_ventures_disregarded_entities": {"value": "", "references": []},
|
||||
},
|
||||
"compensation_details": {
|
||||
"base_compensation": {"value": 0, "references": ["5-1q", "5-1w"]},
|
||||
"bonus": {"value": 0, "references": []},
|
||||
"incentive": {"value": 0, "references": []},
|
||||
"other": {"value": 0, "references": []},
|
||||
"non_fixed_compensation": {"value": "", "references": []},
|
||||
"first_class_travel": {"value": "", "references": []},
|
||||
"housing_allowance": {"value": "", "references": []},
|
||||
"expense_account_usage": {"value": "", "references": []},
|
||||
"supplemental_retirement": {"value": "", "references": []},
|
||||
},
|
||||
"political_lobbying_activities": {
|
||||
"lobbying_expenditures_direct": {"value": 0, "references": []},
|
||||
"lobbying_expenditures_grassroots": {"value": 0, "references": []},
|
||||
"election_501h_status": {"value": "", "references": []},
|
||||
"political_campaign_expenditures": {"value": 0, "references": []},
|
||||
"related_organizations_affiliates": {"value": "", "references": []},
|
||||
},
|
||||
"investments_endowment": {
|
||||
"investment_types": {"value": "", "references": []},
|
||||
"donor_restricted_endowment_values": {"value": 0, "references": []},
|
||||
"net_appreciation_depreciation": {"value": 0, "references": []},
|
||||
"related_organization_transactions": {"value": "", "references": []},
|
||||
"loans_to_from_related_parties": {"value": "", "references": []},
|
||||
},
|
||||
"tax_compliance_penalties": {
|
||||
"penalties_excise_taxes_reported": {
|
||||
"value": "No",
|
||||
"references": ["3-I"],
|
||||
},
|
||||
"unrelated_business_income_disclosure": {
|
||||
"value": "No",
|
||||
"references": ["3-Y"],
|
||||
},
|
||||
"foreign_bank_account_reporting": {
|
||||
"value": "No",
|
||||
"references": ["4-H"],
|
||||
},
|
||||
"schedule_o_narrative_explanations": {"value": "", "references": []},
|
||||
},
|
||||
},
|
||||
"metadata": {
|
||||
"filename": "markdown.md",
|
||||
"org_id": None,
|
||||
"duration_ms": 16656,
|
||||
"credit_usage": 27.2,
|
||||
"job_id": "nnmr8lcxtykk5ll5wodjtrnn6",
|
||||
"version": "extract-20250930",
|
||||
},
|
||||
}
|
||||
|
||||
result = await form_auditor.build_audit_report(data)
|
||||
|
||||
return result.model_dump_json()
|
||||
|
||||
|
||||
@router.post("/chat")
|
||||
async def chat(request: Request) -> Response:
|
||||
return await VercelAIAdapter.dispatch_request(request, agent=agent)
|
||||
|
||||
Reference in New Issue
Block a user