zen/test-data/graphs/tax-exemption.json

{
  "tests": [
    {
      "input": {
        "organizationType": "nonprofit",
        "annualRevenue": 175000,
        "publicSupportPercentage": 45.7,
        "politicalActivity": false,
        "charitableActivitiesPercentage": 92.3
      },
      "output": {
        "annualRevenue": 175000,
        "charitableActivitiesPercentage": 92.3,
        "organizationType": "nonprofit",
        "politicalActivity": false,
        "publicSupportPercentage": 45.7,
        "result": {
          "annualFilingRequirement": "990-EZ",
          "classification": "501(c)(3)",
          "effectiveDate": "2025-03-20",
          "explanation": "Public charity with substantial public support",
          "publicDisclosureRequired": true,
          "status": "Exempt"
        }
      }
    }
  ],
  "nodes": [
    {
      "type": "inputNode",
      "content": {
        "schema": "{\n  \"type\": \"object\",\n  \"properties\": {\n    \"organizationType\": {\n      \"type\": \"string\",\n      \"description\": \"Type of organization (e.g., nonprofit, religious, educational)\"\n    },\n    \"annualRevenue\": {\n      \"type\": \"number\",\n      \"description\": \"Annual revenue in USD\"\n    },\n    \"publicSupportPercentage\": {\n      \"type\": \"number\",\n      \"description\": \"Percentage of funding from public sources\"\n    },\n    \"politicalActivity\": {\n      \"type\": \"boolean\",\n      \"description\": \"Whether the organization engages in political activities\"\n    },\n    \"charitableActivitiesPercentage\": {\n      \"type\": \"number\",\n      \"description\": \"Percentage of activities that are charitable in nature\"\n    }\n  }\n}"
      },
      "id": "ip1",
      "name": "organizationRequest",
      "position": {
        "x": 110,
        "y": 124.5
      }
    },
    {
      "type": "decisionTableNode",
      "content": {
        "hitPolicy": "first",
        "rules": [
          {
            "_id": "r1-1",
            "_description": "501(c)(3) Religious Organization",
            "i1-1": "'religious'",
            "i1-2": "false",
            "i1-3": ">= 85",
            "o1-1": "'501(c)(3)'",
            "o1-2": "'Exempt'",
            "o1-3": "'Religious organization with no political activity and high charitable focus'"
          },
          {
            "_id": "r1-2",
            "_description": "501(c)(3) Educational Organization",
            "i1-1": "'educational'",
            "i1-2": "false",
            "i1-3": ">= 85",
            "o1-1": "'501(c)(3)'",
            "o1-2": "'Exempt'",
            "o1-3": "'Educational institution with no political activity and high charitable focus'"
          },
          {
            "_id": "r1-3",
            "_description": "501(c)(3) Nonprofit with high public support",
            "i1-1": "'nonprofit'",
            "i1-2": "false",
            "i1-3": ">= 85",
            "i1-4": ">= 33.3",
            "o1-1": "'501(c)(3)'",
            "o1-2": "'Exempt'",
            "o1-3": "'Public charity with substantial public support'"
          },
          {
            "_id": "r1-4",
            "_description": "501(c)(3) Nonprofit with moderate public support",
            "i1-1": "'nonprofit'",
            "i1-2": "false",
            "i1-3": ">= 85",
            "i1-4": ">= 10 and < 33.3",
            "o1-1": "'501(c)(3)'",
            "o1-2": "'Exempt'",
            "o1-3": "'Public charity with moderate public support'"
          },
          {
            "_id": "r1-5",
            "_description": "501(c)(3) Private Foundation",
            "i1-1": "'nonprofit'",
            "i1-2": "false",
            "i1-3": ">= 85",
            "i1-4": "< 10",
            "o1-1": "'501(c)(3)'",
            "o1-2": "'Exempt - Private Foundation'",
            "o1-3": "'Private foundation with limited public support'"
          },
          {
            "_id": "r1-6",
            "_description": "Political Activity Disqualification",
            "i1-2": "true",
            "o1-1": "'Non-exempt'",
            "o1-2": "'Not Eligible'",
            "o1-3": "'Disqualified due to political activity'"
          },
          {
            "_id": "r1-7",
            "_description": "Insufficient Charitable Focus",
            "i1-3": "< 85",
            "o1-1": "'Non-exempt'",
            "o1-2": "'Not Eligible'",
            "o1-3": "'Insufficient focus on charitable activities'"
          },
          {
            "_id": "r1-8",
            "_description": "Default Rule",
            "i1-1": "",
            "i1-2": "",
            "i1-3": "",
            "i1-4": "",
            "o1-1": "'Requires Further Review'",
            "o1-2": "'Pending'",
            "o1-3": "'Organization requires manual review'"
          }
        ],
        "inputs": [
          {
            "id": "i1-1",
            "name": "Organization Type",
            "field": "organizationType"
          },
          {
            "id": "i1-2",
            "name": "Political Activity",
            "field": "politicalActivity"
          },
          {
            "id": "i1-3",
            "name": "Charitable Activities Percentage",
            "field": "charitableActivitiesPercentage"
          },
          {
            "id": "i1-4",
            "name": "Public Support Percentage",
            "field": "publicSupportPercentage"
          }
        ],
        "outputs": [
          {
            "id": "o1-1",
            "name": "Classification",
            "field": "result.classification"
          },
          {
            "id": "o1-2",
            "name": "Status",
            "field": "result.status"
          },
          {
            "id": "o1-3",
            "name": "Explanation",
            "field": "result.explanation"
          }
        ],
        "passThrough": true,
        "inputField": null,
        "outputPath": null,
        "executionMode": "single"
      },
      "id": "dt1",
      "name": "taxExemptionEvaluation",
      "position": {
        "x": 430,
        "y": 124.5
      }
    },
    {
      "type": "switchNode",
      "content": {
        "hitPolicy": "first",
        "statements": [
          {
            "id": "s1-1",
            "condition": "result.classification == '501(c)(3)'",
            "isDefault": false
          },
          {
            "id": "s1-2",
            "condition": "",
            "isDefault": true
          }
        ]
      },
      "id": "sw1",
      "name": "requiresAdditionalClassification",
      "position": {
        "x": 750,
        "y": 124.5
      }
    },
    {
      "type": "expressionNode",
      "content": {
        "expressions": [
          {
            "id": "e1-1",
            "key": "result.annualFilingRequirement",
            "value": "annualRevenue < 50000 ? '990-N' : annualRevenue < 200000 ? '990-EZ' : '990'"
          },
          {
            "id": "e1-2",
            "key": "result.publicDisclosureRequired",
            "value": "true"
          },
          {
            "id": "e1-3",
            "key": "result.effectiveDate",
            "value": "'2025-03-20'"
          }
        ],
        "passThrough": true,
        "inputField": null,
        "outputPath": null,
        "executionMode": "single"
      },
      "id": "ex1",
      "name": "exemptRequirements",
      "position": {
        "x": 1070,
        "y": 75.5
      }
    },
    {
      "type": "expressionNode",
      "content": {
        "expressions": [
          {
            "id": "e2-1",
            "key": "result.nextSteps",
            "value": "result.status == 'Not Eligible' ? 'Organization must restructure to meet eligibility requirements' : 'Submit additional documentation for manual review'"
          },
          {
            "id": "e2-2",
            "key": "result.appealDeadline",
            "value": "'2025-05-19'"
          },
          {
            "id": "e2-3",
            "key": "result.alternativeOptions",
            "value": "organizationType == 'nonprofit' ? 'Consider 501(c)(4) or 501(c)(6) classification' : ''"
          }
        ],
        "passThrough": true,
        "inputField": null,
        "outputPath": null,
        "executionMode": "single"
      },
      "id": "ex2",
      "name": "nonExemptGuidance",
      "position": {
        "x": 1070,
        "y": 173.5
      }
    }
  ],
  "edges": [
    {
      "id": "ed1",
      "sourceId": "ip1",
      "targetId": "dt1",
      "type": "edge"
    },
    {
      "id": "ed2",
      "sourceId": "dt1",
      "targetId": "sw1",
      "type": "edge"
    },
    {
      "id": "ed3",
      "sourceId": "sw1",
      "targetId": "ex1",
      "sourceHandle": "s1-1",
      "type": "edge"
    },
    {
      "id": "ed4",
      "sourceId": "sw1",
      "targetId": "ex2",
      "sourceHandle": "s1-2",
      "type": "edge"
    }
  ]
}