FYST-909 W2 UI Updates (#4932)

app/controllers/state_file/questions/w2_controller.rb

@@ -24,6 +24,7 @@ def form_params
 
       def load_w2
         @w2 = current_intake.state_file_w2s.find(params[:id])
+        @box14_codes = StateFile::StateInformationService.w2_supported_box14_codes(current_state_code)
       end
     end
   end

app/models/state_file_w2.rb

@@ -3,6 +3,7 @@
 # Table name: state_file_w2s
 #
 #  id                          :bigint           not null, primary key
+#  box14_stpickup              :decimal(12, 2)
 #  employee_name               :string
 #  employee_ssn                :string
 #  employer_name               :string
@@ -79,6 +80,9 @@ def validate_tax_amts
         errors.add(:local_income_tax_amount, I18n.t("state_file.questions.w2.edit.wages_amt_error", wages_amount: w2.WagesAmt))
         errors.add(:state_income_tax_amount, I18n.t("state_file.questions.w2.edit.wages_amt_error", wages_amount: w2.WagesAmt))
       end
+      if state_wages_amount.present? && state_wages_amount > w2.WagesAmt
+        errors.add(:state_wages_amount, I18n.t("state_file.questions.w2.edit.state_wages_exceed_amt_error", wages_amount: w2.WagesAmt))
+      end
     end
   end
 

app/services/state_file/state_information_service.rb

@@ -20,6 +20,8 @@ class StateInformationService
       :vita_link,
       :voucher_form_name,
       :voucher_path,
+      :w2_supported_box14_codes,
+      :w2_include_local_income_boxes,
     ].freeze
 
     class << self
@@ -74,6 +76,8 @@ def state_intake_class_names
         vita_link: "https://airtable.com/appnKuyQXMMCPSvVw/pag0hcyC6juDxamHo/form",
         voucher_form_name: "Form AZ-140V",
         voucher_path: "/pdfs/AZ-140V.pdf",
+        w2_supported_box14_codes: [],
+        w2_include_local_income_boxes: false
       },
       id: {
         intake_class: StateFileIdIntake,
@@ -94,6 +98,8 @@ def state_intake_class_names
         vita_link: "",
         voucher_form_name: "",
         voucher_path: "",
+        w2_supported_box14_codes: [],
+        w2_include_local_income_boxes: false
       },
       md: {
         intake_class: StateFileMdIntake,
@@ -114,6 +120,8 @@ def state_intake_class_names
         vita_link: "",
         voucher_form_name: "",
         voucher_path: "",
+        w2_supported_box14_codes: ["STPICKUP"],
+        w2_include_local_income_boxes: true
       },
       nc: {
         intake_class: StateFileNcIntake,
@@ -136,6 +144,8 @@ def state_intake_class_names
         vita_link: "",
         voucher_form_name: "Form D-400V",
         voucher_path: "/pdfs/d400v-TY2023.pdf",
+        w2_supported_box14_codes: [],
+        w2_include_local_income_boxes: false
       },
       nj: {
         intake_class: StateFileNjIntake,
@@ -158,6 +168,8 @@ def state_intake_class_names
         vita_link: "",
         voucher_form_name: "NJ Voucher Form",
         voucher_path: "",
+        w2_supported_box14_codes: [],
+        w2_include_local_income_boxes: false
       },
       ny: {
         intake_class: StateFileNyIntake,
@@ -181,6 +193,8 @@ def state_intake_class_names
         vita_link: "https://airtable.com/appQS3abRZGjT8wII/pagtpLaX0wokBqnuA/form",
         voucher_form_name: "Form IT-201-V",
         voucher_path: "/pdfs/it201v_1223.pdf",
+        w2_supported_box14_codes: [],
+        w2_include_local_income_boxes: false
       }
     }.with_indifferent_access)
   end

app/views/state_file/questions/w2/edit.html.erb

@@ -1,15 +1,27 @@
 <% content_for :card do %>
-  <h1 class="form-question"><%= t(".instructions_1", employer_name: @employer_name , total_wages_amt: number_to_currency(@wages_amt)) %></h1>
-  <h2 class="form-question"><%= t(".instructions_2") %></h2>
+  <h1 class="form-question"><%= t(".instructions_1_html", employer: @w2.employer_name) %></h1>
   <%= form_with model: @w2, url: { action: :update }, method: :patch, local: true, builder: VitaMinFormBuilder, html: { class: 'form-card form-card--long' } do |f| %>
     <% if params[:return_to_review].present? %>
       <%= hidden_field_tag "return_to_review", params[:return_to_review] %>
     <% end %>
     <div class="white-group">
-      <div class="form-question spacing-below-25">
-        <div class="text--bold spacing-below-15"><%=t("general.state") %></div>
-        <div><%= current_state_name %></div>
-      </div>
+      <p class="text--bold spacing-below-5"><%= @w2.employee_name %></p>
+      <p class="spacing-below-25"><%= @w2.employer_name %></p>
+
+      <% if @box14_codes.present? %>
+        <p class="spacing-below-5"><%= t(".box14_html") %></p>
+        <% @box14_codes.each do |code| %>
+          <div class="form-question spacing-below-25">
+            <% field_name = "box14_#{code.downcase}" %>
+            <%= f.vita_min_money_field(
+                  field_name.to_sym,
+                  t(".box14_#{code.downcase}_html"),
+                  classes: ["form-width--long"]
+                ) %>
+              <%= t(".box14_#{code.downcase}_help_text", year: MultiTenantService.statefile.current_tax_year) %>
+          </div>
+        <% end %>
+      <% end %>
       <div class="form-question spacing-below-25">
         <%= f.cfa_input_field(:employer_state_id_num, t(".box15_html"), classes: ["form-width--long"]) %>
       </div>
@@ -19,18 +31,34 @@
       <div class="form-question spacing-below-25">
         <%= f.vita_min_money_field(:state_income_tax_amount, t(".box17_html"), classes: ["form-width--long"]) %>
       </div>
-      <div class="form-question spacing-below-25">
-        <%= f.vita_min_money_field(:local_wages_and_tips_amount, t(".box18_html"), classes: ["form-width--long"]) %>
-      </div>
-      <div class="form-question spacing-below-25">
-        <%= f.vita_min_money_field(:local_income_tax_amount, t(".box19_html"), classes: ["form-width--long"]) %>
-      </div>
-      <div class="form-question spacing-below-25 ny-w2-locality-nm">
-        <%= f.cfa_input_field(:locality_nm, t(".box20_locality_name"), classes: ["form-width--long"]) %>
-      </div>
+      <% if StateFile::StateInformationService.w2_include_local_income_boxes(current_state_code) %>
+        <div class="form-question spacing-below-25">
+          <%= f.vita_min_money_field(:local_wages_and_tips_amount, t(".box18_html"), classes: ["form-width--long"]) %>
+        </div>
+        <div class="form-question spacing-below-25">
+          <%= f.vita_min_money_field(:local_income_tax_amount, t(".box19_html"), classes: ["form-width--long"]) %>
+        </div>
+        <div class="form-question spacing-below-25 ny-w2-locality-nm">
+          <%= f.cfa_input_field(:locality_nm, t(".box20_locality_name"), classes: ["form-width--long"]) %>
+        </div>
+      <% end %>
     </div>
+
+    <% if @box14_codes.present? %>
+      <div class="reveal spacing-above-35">
+        <p><a href="#" class="reveal__link"><%= t(".what_is_box14") %></a></p>
+        <div class="reveal__content">
+          <% @box14_codes.each do |code| %>
+            <p class="spacing-below-15">
+              <%= t(".box14_#{code.downcase}_explanation_html", year: MultiTenantService.statefile.current_tax_year) %>
+            </p>
+          <% end %>
+        </div>
+      </div>
+    <% end %>
+
     <button class="button button--primary button--wide" type="submit">
-      <%= t("general.continue") %>
+      <%= t(".save_and_continue") %>
     </button>
   <% end %>
 <% end %>

config/locales/en.yml

@@ -3102,23 +3102,27 @@ en:
           verification_code_label: Enter the 6-digit code
       w2:
         edit:
-          box15_html: |
-            <strong>Box 15</strong>: Employer’s State ID number<br />
-            If Box 15 is blank on your W-2, enter the number from <strong>Box b Employer Identification number (EIN)</strong> here instead.
-          box16_html: "<strong>Box 16</strong>: State wages, tips, etc."
-          box17_html: "<strong>Box 17</strong>: State income tax"
-          box18_html: "<strong>Box 18</strong>: Local wages, tips, etc."
-          box19_html: "<strong>Box 19</strong>: Local income tax"
-          box20_locality_name: "<strong>Box 20</strong>: Locality name"
+          box14_html: "<strong>Box 14,</strong> Other"
+          box14_stpickup_explanation_html: For tax year %{year}, we will only process the <strong>STPICKUP</strong> code, which represents any contributions you made to the state retirement system.
+          box14_stpickup_help_text: For tax year %{year}, we will only process the STPICKUP code. If you do not see this code or have other codes in Box 14, please leave it blank.
+          box14_stpickup_html: "<strong>STPICKUP</strong>"
+          box15_html: "<strong>Box 15,</strong> Employer’s State ID number"
+          box16_html: "<strong>Box 16,</strong> State wages, tips, etc."
+          box17_html: "<strong>Box 17,</strong> State income tax"
+          box18_html: "<strong>Box 18,</strong> Local wages, tips, etc."
+          box19_html: "<strong>Box 19,</strong> Local income tax"
+          box20_locality_name: "<strong>Box 20,</strong> Locality name"
           employer_state_id_error: EIN must be a number. Do not include a dash.
-          instructions_1: Please review the information below and make sure it matches the state and local taxes on your W-2 from %{employer_name} for %{total_wages_amt}.
-          instructions_2: If any of these boxes are blank on your W-2, leave them blank here.
+          instructions_1_html: Please review your state income details for <strong>%{employer}</strong>
           local_income_tax_amt_error: Cannot be greater than local wages and tips.
           local_wages_and_tips_amt_error: Please enter local wages and tips
           locality_nm_missing_error: Please select locality name
+          save_and_continue: Save and Continue
           state_income_tax_amt_error: Cannot be greater than State wages and tips.
           state_wages_amt_error: Please enter State wages and tips
+          state_wages_exceed_amt_error: Total state wages and tips cannot be greater than $%{wages_amount}
           wages_amt_error: Total income tax cannot be greater than $%{wages_amount}
+          what_is_box14: What could be in Box 14?
       waiting_to_load_data:
         edit:
           title_html: Just a moment, we’re transferring your federal tax return to complete parts of your state return. <br/><br/> This usually takes a few minutes. Don’t close this page.

config/locales/es.yml

@@ -3091,23 +3091,27 @@ es:
           verification_code_label: Ingresa el código de 6 dígitos
       w2:
         edit:
-          box15_html: |
-            <strong>Box 15</strong>: Número de identificación del estado del empleador<br />
-            Si Box 15 está en blanco en tu W-2, ingresa el número de la <strong>Box b Número de identificación del empleador (EIN)</strong> aquí en su lugar.
+          box14_html: "<strong>Casilla 14,</strong> Otros"
+          box14_stpickup_explanation_html: Para el año fiscal %{year}, solo procesaremos el código <strong>STPICKUP</strong>, que representa cualquier contribución que hayas hecho al sistema de jubilación estatal.
+          box14_stpickup_help_text: Para el año fiscal %{year}, solo procesaremos el código STPICKUP. Si no ves este código o tienes otros códigos en la Casilla 14, déjala en blanco.
+          box14_stpickup_html: "<strong>STPICKUP</strong>"
+          box15_html: "<strong>Box 15</strong>: Número de identificación del estado del empleador"
           box16_html: "<strong>Box 16</strong>: Salarios estatales, propinas, etc."
           box17_html: "<strong>Box 17</strong>: Impuesto sobre la renta estatal"
           box18_html: "<strong>Box 18</strong>: Salarios locales, propinas, etc."
           box19_html: "<strong>Box 19</strong>: Impuesto sobre la renta local"
           box20_locality_name: "<strong>Box 20</strong>: Nombre de la localidad"
           employer_state_id_error: El EIN debe ser un número. No incluya un guión.
-          instructions_1: Revise la información a continuación y asegúrese de que coincida con los impuestos estatales y locales en su W-2 de %{employer_name} a %{total_wages_amt}.
-          instructions_2: Si alguna de estas casillas está en blanco en tu W-2, déjalas en blanco aquí.
+          instructions_1_html: Revisa los detalles de tus ingresos estatales para <strong>%{employer}</strong>
           local_income_tax_amt_error: No puede ser mayor que los salarios y propinas locales.
           local_wages_and_tips_amt_error: Ingresa los salarios y propinas locales
           locality_nm_missing_error: Selecciona el nombre de la localidad
+          save_and_continue: Guardar y Continuar
           state_income_tax_amt_error: No puede ser mayor que los salarios y propinas estatales.
           state_wages_amt_error: Ingresa los salarios y propinas estatales
+          state_wages_exceed_amt_error: El total de salarios e ingresos estatales no puede ser mayor que $%{wages_amount}
           wages_amt_error: El impuesto sobre la renta total no puede ser mas de $%{wages_amount}
+          what_is_box14: "¿Qué podría haber en la Casilla 14?"
       waiting_to_load_data:
         edit:
           title_html: Un momento, estamos transfiriendo tu declaración de impuestos federales para completar partes de tu declaración estatales. <br/><br/> Esto suele tomar unos minutos. No cierres la página.

db/migrate/20241028204525_add_model_box14_to_state_file_w2.rb

@@ -0,0 +1,5 @@
+class AddModelBox14ToStateFileW2 < ActiveRecord::Migration[7.1]
+  def change
+    add_column :state_file_w2s, :box14_stpickup, :decimal, precision: 12, scale: 2
+  end
+end

db/schema.rb

@@ -2250,6 +2250,7 @@
   end
 
   create_table "state_file_w2s", force: :cascade do |t|
+    t.decimal "box14_stpickup", precision: 12, scale: 2
     t.datetime "created_at", null: false
     t.string "employee_name"
     t.string "employee_ssn"

spec/controllers/state_file/questions/w2_controller_spec.rb

@@ -7,6 +7,7 @@
       id: state_file_w2.id,
       state_file_w2: {
         employer_state_id_num: "12345",
+        box14_stpickup: 230,
         state_wages_amount: 10000,
         state_income_tax_amount: 500,
         local_wages_and_tips_amount: 40,
@@ -23,6 +24,52 @@
   describe "#edit" do
     render_views
 
+    context "when state has Box 14 codes" do
+      let(:intake) { create :state_file_md_intake }
+
+      it "shows Box 14 fields" do
+        get :edit, params: params
+
+        expect(response.body).to include("Box 14")
+        expect(response.body).to include("What could be in Box 14?")
+      end
+    end
+
+    context "when state does not have Box 14 codes" do
+      let(:intake) { create :state_file_az_intake }
+
+      it "does not show Box 14 fields" do
+        get :edit, params: params
+
+        expect(response.body).not_to include("Box 14")
+        expect(response.body).not_to include("What could be in Box 14?")
+      end
+    end
+
+    context "when state includes local income boxes" do
+      let(:intake) { create :state_file_md_intake }
+
+      it "shows local income boxes" do
+        get :edit, params: params
+
+        expect(response.body).to include("Box 18")
+        expect(response.body).to include("Box 19")
+        expect(response.body).to include("Box 20")
+      end
+    end
+
+    context "when state does not include local income boxes" do
+      let(:intake) { create :state_file_az_intake }
+
+      it "does not show local income boxes" do
+        get :edit, params: params
+
+        expect(response.body).not_to include("Box 18")
+        expect(response.body).not_to include("Box 19")
+        expect(response.body).not_to include("Box 20")
+      end
+    end
+
     it "shows the correct w2's attributes" do
       get :edit, params: params
 
@@ -40,6 +87,7 @@
         state_file_w2.reload
         expect(state_file_w2.state_file_intake).to eq intake
         expect(state_file_w2.employer_state_id_num).to eq "12345"
+        expect(state_file_w2.box14_stpickup).to eq 230
         expect(state_file_w2.state_wages_amount).to eq 10000
         expect(state_file_w2.state_income_tax_amount).to eq 500
         expect(state_file_w2.local_wages_and_tips_amount).to eq 40
@@ -49,6 +97,27 @@
         expect(response).to redirect_to(StateFile::Questions::IncomeReviewController.to_path_helper)
       end
 
+      context "with Box 14 fields" do
+        let(:intake) { create :state_file_md_intake }
+        let(:params) do
+          {
+            id: state_file_w2.id,
+            state_file_w2: {
+              employer_state_id_num: "12345",
+              state_wages_amount: 10000,
+              state_income_tax_amount: 500,
+              box14_stpickup: 230
+            }
+          }
+        end
+
+        it "updates Box 14 fields" do
+          post :update, params: params
+          state_file_w2.reload
+          expect(state_file_w2.box14_stpickup).to eq 230
+        end
+      end
+
       context "hacking" do
         let(:params_with_intake_id) do
           params.merge(

spec/factories/state_file_w2s.rb

@@ -3,6 +3,7 @@
 # Table name: state_file_w2s
 #
 #  id                          :bigint           not null, primary key
+#  box14_stpickup              :decimal(12, 2)
 #  employee_name               :string
 #  employee_ssn                :string
 #  employer_name               :string
@@ -28,7 +29,7 @@
     employee_name { "Jajko" }
     employer_name { "Biszkoptowy Enterprises" }
     employer_state_id_num { "12345" }
-    state_wages_amount { 10000 }
+    state_wages_amount { 1000 }
     state_income_tax_amount { 350 }
     local_wages_and_tips_amount { 100 }
     local_income_tax_amount { 100 }

spec/features/state_file/editing_df_xml_spec.rb

@@ -63,7 +63,7 @@
     fill_in "Return header phone number (primary)", with: "5551112222"
 
     # W2
-    fill_in "WagesAmt", with: 500
+    fill_in "WagesAmt", with: 1500
     fill_in "WithholdingAmt", with: 300
     fill_in "StateWagesAmt", with: 1000
     fill_in "StateIncomeTaxAmt", with: 100
@@ -98,7 +98,7 @@
 
     expect(StateFileAzIntake.last.direct_file_data.interest_reported_amount).to eq 200
 
-    expect(StateFileAzIntake.last.direct_file_data.w2s[0].WagesAmt).to eq 500
+    expect(StateFileAzIntake.last.direct_file_data.w2s[0].WagesAmt).to eq 1500
     expect(StateFileAzIntake.last.direct_file_data.w2s[0].WithholdingAmt).to eq 300
     expect(StateFileAzIntake.last.direct_file_data.w2s[0].StateWagesAmt).to eq 1000
     expect(StateFileAzIntake.last.direct_file_data.w2s[0].StateIncomeTaxAmt).to eq 100

spec/models/state_file_w2_spec.rb

@@ -3,6 +3,7 @@
 # Table name: state_file_w2s
 #
 #  id                          :bigint           not null, primary key
+#  box14_stpickup              :decimal(12, 2)
 #  employee_name               :string
 #  employee_ssn                :string
 #  employer_name               :string