initial agent

This commit is contained in:
Anibal Angulo
2025-11-07 11:19:43 -06:00
parent af9b5fed01
commit c9a63e129d
6 changed files with 1169 additions and 460 deletions

View File

@@ -19,346 +19,346 @@ agent = Agent(model=model)
router = APIRouter(prefix="/api/v1/agent", tags=["Agent"])
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",
},
}
@agent.tool_plain()
@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()
return result.model_dump()
@router.post("/chat")