Fyst 663 implement form 502 su xml pdf part 1

app/lib/efile/line_data.yml

@@ -524,6 +524,10 @@ 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_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:
@@ -576,7 +580,7 @@ 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)'
@@ -636,6 +640,8 @@ 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: '13 Subtractions from attached Form 502SU'
 MD502B_LINE_1:
   label: '1 Total number of Regular dependents'
 MD502B_LINE_2:

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
@@ -18,6 +24,8 @@ def calculate
         set_line(:MD502_LINE_1B, @direct_file_data, :fed_wages_salaries_tips)
         set_line(:MD502_LINE_1D, @direct_file_data, :fed_taxable_pensions)
         set_line(:MD502_LINE_1E, :calculate_line_1e)
+        @md502_su.calculate
+        set_line(:MD502_LINE_13, :calculate_line_13)
 
         # Exemptions
         set_line(:MD502_LINE_A_PRIMARY, :calculate_line_a_primary)
@@ -40,6 +48,7 @@ def calculate
         set_line( :MD502CR_PART_B_LINE_3, :calculate_md502_cr_part_b_line_3)
         set_line(:MD502CR_PART_B_LINE_4, :calculate_md502_cr_part_b_line_4)
         set_line(:MD502CR_PART_M_LINE_1, :calculate_md502_cr_part_m_line_1)
+
         @lines.transform_values(&:value)
       end
 
@@ -258,6 +267,10 @@ def calculate_line_d_amount_total
 
       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 +1,29 @@
+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_1, :calculate_line_1)
+        set_line(:MD502_SU_LINE_AB, :calculate_line_ab)
+      end
+
+      private
+
+      def calculate_line_1
+        calculate_line_ab
+      end
+
+      def calculate_line_ab
+        @direct_file_json_data.interest_reports.sum(&:interest_on_government_bonds).round
+      end
+    end
+  end
+end

app/lib/pdf_filler/md502_pdf.rb

@@ -57,6 +57,7 @@ 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,
+        'Enter 13': @xml_document.at('Form502 Subtractions Other')&.text,
         'Text Box 96': @xml_document.at('ReturnHeaderState Filer Primary USPhone')&.text,
       }
     end

app/lib/pdf_filler/md502_su_pdf.rb

@@ -0,0 +1,36 @@
+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)
+      @xml_document = builder.new(submission).document
+    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

@@ -96,6 +96,7 @@ 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.DaytimePhoneNumber @direct_file_data.phone_number if @direct_file_data.phone_number.present?
     end
@@ -150,4 +151,4 @@ 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

@@ -57,6 +57,11 @@ def supported_documents
                 xml: SubmissionBuilder::Ty2024::States::Md::Documents::Md502Cr,
                 pdf: PdfFiller::Md502CrPdf,
                 include: true,
+              },
+              {
+                xml: SubmissionBuilder::Ty2024::States::Md::Documents::Md502Su,
+                pdf: PdfFiller::Md502SuPdf,
+                include: true,
               }
             ]
 

spec/lib/efile/md/md502_calculator_spec.rb

@@ -681,4 +681,15 @@
       expect(instance.lines[:MD502_LINE_D_AMOUNT_TOTAL].value).to eq 3200
     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
 end

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

@@ -241,13 +241,15 @@
 
     context "subtractions" do
       before do
+        allow_any_instance_of(Efile::Md::Md502SuCalculator).to receive(:calculate_line_1).and_return 100
         intake.direct_file_data.total_qualifying_dependent_care_expenses = 1200
         intake.direct_file_data.fed_taxable_ssb = 240
       end
 
       it "fills out subtractions fields correctly" do
         expect(pdf_fields["Enter 9"].to_i).to eq intake.direct_file_data.total_qualifying_dependent_care_expenses
         expect(pdf_fields["Enter 11"].to_i).to eq intake.direct_file_data.fed_taxable_ssb
+        expect(pdf_fields["Enter 13"].to_i).to eq 100
       end
     end
   end

spec/lib/pdf_filler/md502_su_pdf_spec.rb

@@ -0,0 +1,68 @@
+require "rails_helper"
+
+RSpec.describe PdfFiller::Md502SuPdf do
+  include PdfSpecHelper
+  let(:intake) { create :state_file_md_intake }
+  let(:submission) { create :efile_submission, tax_return: nil, data_source: intake }
+  let(:pdf) { described_class.new(submission) }
+
+  describe "#hash_for_pdf" do
+    let(:file_path) { described_class.new(submission).output_file.path }
+    let(:pdf_fields) { filled_in_values(file_path) }
+
+    it 'uses field names that exist in the pdf' do
+      missing_fields = pdf.hash_for_pdf.keys.map { |k| k.to_s.gsub("'", "'").to_s } - pdf_fields.keys
+      expect(missing_fields).to eq([])
+    end
+
+    context 'without interest reports' do
+      let(:primary_ssn) { "345678901" }
+      let(:spouse_ssn) { "987654321" }
+      let(:intake) do
+        create(
+          :state_file_md_intake,
+          primary_first_name: "Janet",
+          primary_middle_initial: "G",
+          primary_last_name: "Jormp",
+          spouse_first_name: "Jane",
+          spouse_middle_initial: "M",
+          spouse_last_name: "Jomp",
+          )
+      end
+
+      before do
+        intake.direct_file_data.primary_ssn = primary_ssn
+        intake.direct_file_data.spouse_ssn = spouse_ssn
+      end
+
+      it "sets fields to the correct values" do
+        expect(pdf_fields["Your First Name"]).to eq "Janet"
+        expect(pdf_fields["Text1"]).to eq "G"
+        expect(pdf_fields["Your Last Name"]).to eq "Jormp"
+        expect(pdf_fields["Your Social Security Number"]).to eq primary_ssn
+        expect(pdf_fields["Spouses First Name"]).to eq "Jane"
+        expect(pdf_fields["Text2"]).to eq "M"
+        expect(pdf_fields["Spouses Last Name"]).to eq "Jomp"
+        expect(pdf_fields["Spouses Social Security Number"]).to eq spouse_ssn
+        expect(pdf_fields["ab Income from US Government obligations See Instruction 13                         ab"]).to eq("0")
+        expect(pdf_fields["appropriate code letters                                            TOTAL  1"]).to eq("0")
+      end
+    end
+
+    context 'with interest report' do
+      let(:intake) { create(:state_file_md_intake, :df_data_1099_int) }
+      it "sets fields to the correct values" do
+        expect(pdf_fields["Your First Name"]).to eq "Mary"
+        expect(pdf_fields["Text1"]).to eq "A"
+        expect(pdf_fields["Your Last Name"]).to eq "Lando"
+        expect(pdf_fields["Your Social Security Number"]).to eq "123456789"
+        expect(pdf_fields["Spouses First Name"]).to eq ""
+        expect(pdf_fields["Text2"]).to eq ""
+        expect(pdf_fields["Spouses Last Name"]).to eq ""
+        expect(pdf_fields["Spouses Social Security Number"]).to eq ""
+        expect(pdf_fields["ab Income from US Government obligations See Instruction 13                         ab"]).to eq("2")
+        expect(pdf_fields["appropriate code letters                                            TOTAL  1"]).to eq("2")
+      end
+    end
+  end
+end

spec/lib/submission_builder/ty2024/states/md/documents/md502_spec.rb

@@ -244,6 +244,7 @@
       context "subtractions section" do
         context "when all relevant values are present in the DF XML" do
           before do
+            allow_any_instance_of(Efile::Md::Md502SuCalculator).to receive(:calculate_line_1).and_return 100
             intake.direct_file_data.total_qualifying_dependent_care_expenses = 1200
             intake.direct_file_data.fed_taxable_ssb = 240
           end
@@ -255,8 +256,12 @@
           it "outputs Taxable Social Security and RR benefits" do
             expect(xml.at("Form502 Subtractions SocialSecurityRailRoadBenefits").text.to_i).to eq(intake.direct_file_data.fed_taxable_ssb)
           end
+
+          it "outputs the Subtractions from Form 502SU" do
+            expect(xml.at("Form502 Subtractions Other").text.to_i).to eq(100)
+          end
         end
       end
     end
   end
-end
+end