taxgrok 0.1.1

Local CLI tax-prep briefing tool powered by xAI + RAG

taxgrok

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---

taxgrok is a local Python CLI app for generating a tax-prep briefing from user documents using xAI + RAG.

Planned behavior:

• User runs taxgrok from terminal.
• Startup shows a black-themed Unicode logo + dashboard in TTY terminals (auto-fits terminal width).
• Menu lets user add one file or an entire folder.
• Accepted input types: .txt, .md, .pdf, .png.
• Before analysis, app asks taxpayer name + filing status (single/MFJ/MFS/HOH/QSS/not sure).
• App analyzes content and writes TAXGROK-<username>.md.
• Output provides practical filing guidance: what to file, checklist, common mistakes, and refund/payment expectation notes.
• One-run privacy default: uploaded remote files are deleted after report generation.

Product scope

This tool is for educational planning and organization, not legal/tax advice.

Primary goals:

• Fast local ingestion workflow for mixed document types.
• RAG-grounded report with citations and explicit unknowns.
• Up-to-date IRS grounding data used as baseline context.
• Packaged for PyPI with pip install taxgrok.
• Single-user local experience per install.

xAI API assumptions (verified Feb 10, 2026)

Current official xAI docs indicate:

• Base REST API: https://api.x.ai
• Preferred text generation API: POST /v1/responses
• Legacy chat API (still available): POST /v1/chat/completions
• Files API: POST /v1/files and related file routes (API key)
• Files attached to chats automatically trigger document retrieval (attachment_search) for RAG-style workflows.
• Collections search API: POST /v1/documents/search (API key for querying collection content).
• Collections management API base: https://management-api.x.ai (only needed if creating/managing collections programmatically).

Important auth detail:

• For this v1 design, only XAI_API_KEY is required (Files + chat/reasoning flow).
• A Management key is only needed if we later adopt Collections lifecycle operations.

Proposed architecture

1. CLI Layer

• taxgrok command with interactive menu.
• Commands: add file, add folder, review queue, run analysis, exit.

2. Ingestion Layer

• File validation and MIME detection.
• .txt, .md, .pdf routed to text extraction.
• .png routed to image understanding pipeline, converted into structured text notes.

3. Retrieval Layer (RAG)

• Upload accepted files for the current run using Files API.
• Attach uploaded files to model requests so xAI performs server-side document retrieval (attachment_search).
• Keep retrieval ephemeral: delete uploaded files after report output.

4. Tax Reasoning Layer

• Prepend strict system prompt for tax assistant behavior.
• Use IRS baseline corpus plus user corpus.
• Force output schema (sections/checklists/warnings/citations).

5. Output Layer

• Render TAXGROK-<username>.md.
• Include generation timestamp, data sources, confidence notes, and disclaimer.

IRS grounding plan

Use authoritative IRS pages/documents as curated source list with refresh metadata:

• Forms, Instructions and Publications (latest index)
• Publication 17 (current year)
• Form 1040 Instructions (current year)
• Inflation-adjusted tax items by tax year
• Relevant IRS news releases for threshold updates

The app will record the IRS source URL + reviewed date in report metadata.

Packaging and distribution

Target packaging:

• pyproject.toml + setup.py setuptools package.
• Console script entrypoint:
  • taxgrok = taxgrok.cli:main
• Python 3.9+ baseline.
• Publishable to PyPI under package name taxgrok (if available; otherwise reserve fallback).
• Required env var: XAI_API_KEY

Current status

Phases 1, 2, 3, and 4 are implemented:

• Installable local package with taxgrok CLI entrypoint.
• Interactive menu for add file, add folder, view queue, run analysis, and exit.
• Input filtering for .txt, .md, .pdf, .png.
• Config validation with clear errors for missing XAI_API_KEY.
• Local ingestion adapters for .txt, .md, .pdf, and .png.
• .png files are analyzed with xAI and normalized into markdown artifacts.
• Artifacts are uploaded run-scoped via xAI Files API and attached for retrieval generation.
• Generation uses POST /v1/responses first, with fallback to chat completions for compatibility.
• If all uploads fail, pipeline falls back to local-context mode (no remote file attachments).
• In local-context mode, extracted text (after local redaction when enabled) is sent as prompt content.
• If generation endpoints are denied (403/1010) or return empty text, pipeline falls back to local heuristic structured guidance.
• Strict JSON guidance schema is requested and rendered into final report sections.
• IRS source loader is integrated and writes reviewed-source metadata into report output.
• Remote uploaded files are deleted by default after generation.
• Report now includes federal filing checklist, what to file, reminders, mistakes, rough expectation, missing info, citations, and cleanup metadata.
• Optional local PII redaction pass before upload.
• PII-safe logging filter for runtime logs.
• Expanded unit/integration tests and CI workflow for lint/test/package checks.

Quickstart (local development)

1. Create and activate a virtual environment.
2. Install the project.
3. Export XAI_API_KEY.
4. Run taxgrok.

python3 -m venv .venv
source .venv/bin/activate
pip install .
export XAI_API_KEY="your-xai-api-key"
taxgrok

Global command setup (run from anywhere)

If taxgrok is not found outside this repo, create a global launcher symlink:

ln -sf "$PWD/.venv/bin/taxgrok" "$HOME/.local/bin/taxgrok"

Then verify:

command -v taxgrok
taxgrok --help

If command -v taxgrok is empty, ensure ~/.local/bin is in your shell PATH.

For zsh, add this to ~/.zshrc if needed:

export PATH="$HOME/.local/bin:$PATH"

You can also put config in .env at repo/runtime directory:

cp .env.example .env
# then edit .env

Optional runtime env vars:

• TAXGROK_MODEL (default: grok-4-fast)
• TAXGROK_TIMEOUT_SECONDS (default: 90)
• TAXGROK_XAI_BASE_URL (default: https://api.x.ai)
• TAXGROK_KEEP_REMOTE_FILES=1 to disable auto-delete during debugging
• TAXGROK_REFRESH_IRS_SOURCES=1 to run live IRS URL HEAD checks before generation
• TAXGROK_LOCAL_REDACTION=0 to disable local PII redaction (enabled by default)
• TAXGROK_NO_STYLE=1 to force plain menu mode (skip ASCII intro/dashboard)

Phase 3 notes:

• Startup includes a taxgrok Unicode intro and a dashboard-style menu in TTY terminals.
• Logo rendering is width-aware and auto-compacts for smaller terminal windows.
• pypdf is included as a package dependency for local PDF text extraction.
• If local PDF extraction quality is poor, the pipeline attempts an xAI OCR fallback before report generation.
• If OCR fallback still returns weak text, the original PDF is uploaded for retrieval as a final fallback.
• If structured JSON parsing fails, report generation falls back to raw model text and records a warning.
• If you see repeated 403 + error code: 1010, try TAXGROK_XAI_BASE_URL=https://us-east-1.api.x.ai and verify key permissions with xAI support.
• If all xAI generation endpoints fail, report generation continues with a local heuristic fallback and explicit low-confidence warnings.

CLI debug/security options:

• taxgrok --debug-keep-remote-files
• taxgrok --refresh-irs-sources
• taxgrok --no-style
• taxgrok --local-redaction
• taxgrok --no-local-redaction

Interactive run behavior:

• Analysis start prompts for taxpayer name and filing status before uploading/processing.
• Report filename uses the entered name (TAXGROK-<sanitized-name>.md) instead of OS username.
• While analysis runs, CLI shows a processing indicator until report generation completes.

GitHub safety defaults

• .env and .env.* are ignored; keep secrets in .env only and never commit real keys.
• Generated reports (TAXGROK-*.md) are ignored by default.
• Local tax document folders are ignored by default (morales-taxes-2025/, user-docs/, reports/).
• Keep only sanitized examples in the repo (.env.example and synthetic test fixtures).

Document quality tips

• Prefer text-based PDFs over scanned image PDFs when possible.
• For scans/screenshots, use high resolution and clear contrast (avoid blur/shadows).
• Crop large screenshots to just the relevant form area before upload.
• If extraction warnings mention missing/unclear fields, re-export/re-scan and rerun analysis.

Quality and release

• CI workflow: .github/workflows/ci.yml
• Security notes: SECURITY.md
• Changelog: CHANGELOG.md
• Release and rollback checklist: RELEASE.md

Locked v1 decisions

1. Single user profile per install

2. One-time use workflow

• Remote uploaded files are deleted after report generation.
• No persistent cloud index by default.

3. Federal scope only

• IRS/federal guidance only in v1 (no state-specific coverage).

4. PNG strategy

• PNG screenshots are analyzed and converted into text notes before reasoning.

5. Estimate strictness

• Report provides rough expectation ranges and qualitative drivers only, with explicit disclaimer.

References used for planning

xAI docs:

• https://docs.x.ai/docs/overview
• https://docs.x.ai/docs/api-reference
• https://docs.x.ai/docs/guides/rag
• https://docs.x.ai/docs/guides/collections
• https://docs.x.ai/docs/guides/chat-with-files
• https://docs.x.ai/docs/guides/images

IRS sources:

• https://www.irs.gov/forms-instructions
• https://www.irs.gov/publications/p17
• https://www.irs.gov/forms-pubs/about-form-1040
• https://www.irs.gov/newsroom/inflation-adjusted-tax-items-by-tax-year
• https://www.irs.gov/newsroom/tax-updates-and-news-from-the-irs