Fyst 663 implement form 502 su xml pdf part 1

app/lib/efile/line_data.yml

@@ -558,6 +558,8 @@ MD502_LINE_D_COUNT_TOTAL:
   label: 'D Total Exemption Count: add lines A, B and C counts'
 MD502_LINE_D_AMOUNT_TOTAL:
   label: 'D Total Exemption Dollar Amount: add lines A, B and C amounts'
+MD502_LINE_13:
+  label: Subtractions from attached form 502SU
 MD502_LINE_16:
   label: 'TBD'
 MD502_DEDUCTION_METHOD:
@@ -586,6 +588,14 @@ MD502CR_PART_B_LINE_4:
   label: "4 Multiply line 2 by line 3. Enter here and on Part AA, line 2"
 MD502CR_PART_M_LINE_1:
   label: "1 Enter the credit claimed here and on Part AA, line 13 (See Instructions)"
+MD502_SU_LINE_AB:
+  label: "AB Income from U.S. Government obligations"
+MD502_SU_LINE_U:
+  label: "TBD"
+MD502_SU_LINE_V:
+  label: "TBD"
+MD502_SU_LINE_1:
+  label: "1 Add lines a. through yc. and enter this amount on line 13 of Form 502 with the appropriate code letters"
 NCD400_LINE_9:
   label: '9 Deductions From Federal Adjusted Gross Income (From Form D-400 Schedule S, Part B, Line 41)'
 NCD400_LINE_10B:
@@ -638,7 +648,7 @@ NJ1040_LINE_15:
   label: '15 Wages, salaries, tips, and other employee compensation (State wages from Box 16 of enclosed W-2(s))'
 NJ1040_LINE_16A:
   label: 'Taxable interest income (Enclose federal Schedule B if over $1,500) (See instructions)'
-NJ1040_LINE_16B:  
+NJ1040_LINE_16B:
   label: 'Tax-exempt interest income (Enclose schedule) (See instructions) Do not include on line 16a'
 NJ1040_LINE_27:
   label: '27 Total Income (Add lines 15, 16a, and 20a)'

app/lib/efile/md/md502_calculator.rb

@@ -10,6 +10,12 @@ def initialize(year:, intake:, include_source: false)
           lines: @lines,
           intake: @intake
         )
+
+        @md502_su = Efile::Md::Md502SuCalculator.new(
+          value_access_tracker: @value_access_tracker,
+          lines: @lines,
+          intake: @intake
+        )
       end
 
       def calculate
@@ -44,6 +50,10 @@ def calculate
         set_line(:MD502_LINE_15, :calculate_line_15) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
         set_line(:MD502_LINE_16, :calculate_line_16) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
 
+        # MD502SU Subtractions
+        @md502_su.calculate
+        set_line(:MD502_LINE_13, :calculate_line_13)
+
         # Deductions
         set_line(:MD502_DEDUCTION_METHOD, :calculate_deduction_method)
         set_line(:MD502_LINE_17, :calculate_line_17)
@@ -379,6 +389,10 @@ def calculate_line_20
         end
       end
 
+      def calculate_line_13
+        @lines[:MD502_SU_LINE_1].value
+      end
+
       def filing_status_dependent?
         @filing_status == :dependent
       end

app/lib/efile/md/md502_su_calculator.rb

@@ -0,0 +1,35 @@
+module Efile
+  module Md
+    class Md502SuCalculator < ::Efile::TaxCalculator
+      attr_reader :lines, :value_access_tracker
+
+      def initialize(value_access_tracker:, lines:, intake:)
+        @value_access_tracker = value_access_tracker
+        @lines = lines
+        intake = intake
+        @direct_file_json_data = intake.direct_file_json_data
+      end
+
+      def calculate
+        set_line(:MD502_SU_LINE_AB, :calculate_line_ab)
+        set_line(:MD502_SU_LINE_U, :calculate_line_u) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
+        set_line(:MD502_SU_LINE_V, :calculate_line_v) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
+        set_line(:MD502_SU_LINE_1, :calculate_line_1)
+      end
+
+      private
+
+      def calculate_line_ab
+        @direct_file_json_data.interest_reports.sum(&:interest_on_government_bonds).round
+      end
+
+      def calculate_line_u; end
+
+      def calculate_line_v; end
+
+      def calculate_line_1
+        line_or_zero(:MD502_SU_LINE_AB) + line_or_zero(:MD502_SU_LINE_U) + line_or_zero(:MD502_SU_LINE_V)
+      end
+    end
+  end
+end

app/lib/pdf_filler/md502_pdf.rb

@@ -69,6 +69,11 @@ def hash_for_pdf
         'D. Enter Dollar Amount Total Exemptions (Add A, B and C.) ': @xml_document.at('Exemptions Total Amount')&.text,
         'Enter 9': @xml_document.at('Form502 Subtractions ChildAndDependentCareExpenses')&.text,
         'Enter 11': @xml_document.at('Form502 Subtractions SocialSecurityRailRoadBenefits')&.text,
+        'Text Field 9': generate_codes_for_502_su.at(0),
+        'Text Field 10': generate_codes_for_502_su.at(1),
+        'Text Field 11': generate_codes_for_502_su.at(2),
+        'Text Field 12': generate_codes_for_502_su.at(3),
+        'Enter 13': @xml_document.at('Form502 Subtractions Other')&.text,
         'Text Box 68': @xml_document.at('Form502 TaxWithheld')&.text,
         'Text Box 96': @xml_document.at('ReturnHeaderState Filer Primary USPhone')&.text,
         'Check Box 34': deduction_method_is_standard? ? "Yes" : "Off",
@@ -98,5 +103,25 @@ def filing_status(method)
     def checkbox_value(value)
       value.present? ? 'Yes' : 'Off'
     end
+
+    def generate_codes_for_502_su
+      calculated_fields_code_letters = {
+        MD502_SU_LINE_AB: "ab",
+        MD502_SU_LINE_U: "u",
+        MD502_SU_LINE_V: "v"
+      }
+      applicable_codes = []
+
+      if calculated_fields.fetch(:MD502_SU_LINE_1).positive?
+        calculated_fields_code_letters.each do |calculated_field, code_letter|
+          applicable_codes << code_letter if calculated_fields.fetch(calculated_field).to_i.positive?
+        end
+      end
+      applicable_codes
+    end
+
+    def calculated_fields
+      @calculated_fields ||= @submission.data_source.tax_calculator.calculate
+    end
   end
 end

app/lib/pdf_filler/md502_su_pdf.rb

@@ -0,0 +1,35 @@
+module PdfFiller
+  class Md502SuPdf
+    include PdfHelper
+
+    def source_pdf_name
+      "md502SU-TY2023"
+    end
+
+    def initialize(submission)
+      @submission = submission
+      builder = StateFile::StateInformationService.submission_builder_class(:md)
+    end
+
+    def hash_for_pdf
+      {
+        'Your First Name' => @submission.data_source.primary.first_name,
+        'Text1' => @submission.data_source.primary.middle_initial,
+        'Your Last Name' => @submission.data_source.primary.last_name,
+        'Your Social Security Number' => @submission.data_source.primary.ssn,
+        'Spouses First Name' => @submission.data_source.spouse.first_name,
+        'Text2' => @submission.data_source.spouse.middle_initial,
+        'Spouses Last Name' => @submission.data_source.spouse.last_name,
+        'Spouses Social Security Number' => @submission.data_source.spouse.ssn,
+        'ab Income from US Government obligations See Instruction 13                         ab' => calculated_fields.fetch(:MD502_SU_LINE_AB),
+        'appropriate code letters                                            TOTAL  1' => calculated_fields.fetch(:MD502_SU_LINE_1),
+      }
+    end
+
+    private
+
+    def calculated_fields
+      @calculated_fields ||= @submission.data_source.tax_calculator.calculate
+    end
+  end
+end

app/lib/submission_builder/ty2024/states/md/documents/md502.rb

@@ -111,6 +111,7 @@ def document
       xml.Subtractions do
         xml.ChildAndDependentCareExpenses @direct_file_data.total_qualifying_dependent_care_expenses
         xml.SocialSecurityRailRoadBenefits @direct_file_data.fed_taxable_ssb
+        xml.Other calculated_fields.fetch(:MD502_LINE_13)
       end
       xml.Deduction do
         xml.Method calculated_fields.fetch(:MD502_DEDUCTION_METHOD)
@@ -175,4 +176,4 @@ def add_element_if_present(xml, tag, line_id)
     value = calculated_fields.fetch(line_id)
     xml.send(tag, value) if value.present?
   end
-end
+end

app/lib/submission_builder/ty2024/states/md/documents/md502_su.rb

@@ -0,0 +1,33 @@
+# frozen_string_literal: true
+
+module SubmissionBuilder
+  module Ty2024
+    module States
+      module Md
+        module Documents
+          class Md502Su < SubmissionBuilder::Document
+            include SubmissionBuilder::FormattingMethods
+
+            def document
+              build_xml_doc("Form502SU", documentId: "Form502SU") do |xml|
+                xml.Subtractions do |subtractions|
+                  subtractions.Total calculated_fields.fetch(:MD502_SU_LINE_1)
+                end
+              end
+            end
+
+            private
+
+            def intake
+              @submission.data_source
+            end
+
+            def calculated_fields
+              @md502_su_fields ||= intake.tax_calculator.calculate
+            end
+          end
+        end
+      end
+    end
+  end
+end

app/lib/submission_builder/ty2024/states/md/md_return_xml.rb

@@ -31,6 +31,7 @@ def schema_file
           def supported_documents
             calculated_fields = @submission.data_source.tax_calculator.calculate
             has_income_from_taxable_pensions_iras_annuities = calculated_fields.fetch(:MD502_LINE_1D)&.to_i.positive?
+            has_md_su_subtractions = calculated_fields.fetch(:MD502_SU_LINE_1).positive?
 
             supported_docs = [
               {
@@ -43,6 +44,16 @@ def supported_documents
                 pdf: PdfFiller::Md502bPdf,
                 include: @submission.data_source.dependents.count.positive?
               },
+              {
+                xml: SubmissionBuilder::Ty2024::States::Md::Documents::Md502Su,
+                pdf: PdfFiller::Md502SuPdf,
+                include: has_md_su_subtractions,
+              },
+              {
+                xml: SubmissionBuilder::Ty2024::States::Md::Documents::Md502Cr,
+                pdf: PdfFiller::Md502CrPdf,
+                include: true,
+              },
               {
                 xml: SubmissionBuilder::Ty2024::States::Md::Documents::Md502R,
                 pdf: PdfFiller::Md502RPdf,
@@ -53,11 +64,6 @@ def supported_documents
                 pdf: PdfFiller::MdEl101Pdf,
                 include: true
               },
-              {
-                xml: SubmissionBuilder::Ty2024::States::Md::Documents::Md502Cr,
-                pdf: PdfFiller::Md502CrPdf,
-                include: true,
-              }
             ]
 
             supported_docs += combined_w2s
@@ -70,4 +76,4 @@ def supported_documents
       end
     end
   end
-end
+end

spec/lib/efile/md/md502_calculator_spec.rb

@@ -807,6 +807,17 @@
     end
   end
 
+  describe "#calculate_line_13" do
+    before do
+      allow_any_instance_of(Efile::Md::Md502SuCalculator).to receive(:calculate_line_1).and_return 100
+    end
+
+    it 'the sums the amount from line A-C' do
+      instance.calculate
+      expect(instance.lines[:MD502_LINE_13].value).to eq 100
+    end
+  end
+
   describe "#calculate_line_17" do
     context "when method is standard" do
       [

spec/lib/efile/md/md502_su_calculator_spec.rb

@@ -0,0 +1,39 @@
+require 'rails_helper'
+
+describe Efile::Md::Md502SuCalculator do
+  let(:intake) { create(:state_file_md_intake) }
+  let(:main_calculator) do
+    Efile::Md::Md502Calculator.new(
+      year: MultiTenantService.statefile.current_tax_year,
+      intake: intake
+    )
+  end
+  let(:instance) { main_calculator.instance_variable_get(:@md502_su) }
+
+  describe 'line ab' do
+    before do
+      instance.calculate
+    end
+
+    context 'without interest reports' do
+      it 'does not set line ab' do
+        expect(instance.lines[:MD502_SU_LINE_AB].value).to eq(0)
+      end
+    end
+
+    context 'with interest report' do
+      let(:intake) { create(:state_file_md_intake, :df_data_1099_int) }
+      it 'sets line ab' do
+        expect(instance.lines[:MD502_SU_LINE_AB].value).to eq(2)
+      end
+    end
+  end
+
+  describe 'line 1' do
+    it 'totals lines a through yc' do
+      allow(instance).to receive(:calculate_line_ab).and_return 100
+      instance.calculate
+      expect(instance.lines[:MD502_SU_LINE_1].value).to eq(100)
+    end
+  end
+end

spec/lib/pdf_filler/md502_pdf_spec.rb

@@ -367,5 +367,31 @@
         expect(pdf_fields["Text Box 68"]).to eq "500"
       end
     end
+
+    context "with 502SU Subtractions" do
+      before do
+        allow_any_instance_of(Efile::Md::Md502SuCalculator).to receive(:calculate_line_1).and_return 100
+        allow_any_instance_of(Efile::Md::Md502SuCalculator).to receive(:calculate_line_ab).and_return 100
+      end
+
+      it "fills out subtractions fields correctly" do
+        expect(pdf_fields["Text Field 9"]).to eq "ab"
+        expect(pdf_fields["Text Field 10"]).to eq ""
+        expect(pdf_fields["Text Field 11"]).to eq ""
+        expect(pdf_fields["Text Field 12"]).to eq ""
+        expect(pdf_fields["Enter 13"].to_i).to eq 100
+      end
+    end
+
+    context "without 502SU Subtractions" do
+      it "fills out subtractions fields correctly" do
+        expect(pdf_fields["Text Field 9"]).to eq ""
+        expect(pdf_fields["Text Field 10"]).to eq ""
+        expect(pdf_fields["Text Field 11"]).to eq ""
+        expect(pdf_fields["Text Field 12"]).to eq ""
+        expect(pdf_fields["Enter 13"].to_i).to eq 0
+      end
+    end
+
   end
 end