Fyst 1387 remove employment question from excise credit page

app/controllers/flows_controller.rb

@@ -656,7 +656,6 @@ def self.az_attributes(first_name: 'Testuser', last_name: 'Testuser', filing_sta
         spouse_was_incarcerated: "no",
         was_incarcerated: "no", # TODO: remove when column is ignored
         household_excise_credit_claimed: "no",
-        ssn_no_employment: "no",
         message_tracker: {},
         locale: 'en',
         unfinished_intake_ids: [],

app/forms/state_file/az_excise_credit_form.rb

@@ -3,13 +3,11 @@ class AzExciseCreditForm < QuestionsForm
     set_attributes_for :intake,
                        :primary_was_incarcerated,
                        :spouse_was_incarcerated,
-                       :ssn_no_employment,
                        :household_excise_credit_claimed,
                        :household_excise_credit_claimed_amount
 
     validates :primary_was_incarcerated, inclusion: { in: %w[yes no], message: :blank }
     validates :spouse_was_incarcerated, inclusion: { in: %w[yes no], message: :blank }, if: -> { intake.filing_status_mfj? }
-    validates :ssn_no_employment, inclusion: { in: %w[yes no], message: :blank }
     validates :household_excise_credit_claimed, inclusion: { in: %w[yes no], message: :blank }
     validates_presence_of :household_excise_credit_claimed_amount, if: -> { household_excise_credit_claimed == "yes" }
     validates :household_excise_credit_claimed_amount, numericality: { greater_than: 0, message: ->(_object, _data) { I18n.t('validators.must_enter_amount') } }, allow_blank: true

app/lib/efile/az/az140_calculator.rb

@@ -276,8 +276,14 @@ def calculate_line_56
           0
         else
           # TODO question: if they are filing with us does that automatically mean no AZ-140PTC?
-          number_of_filers = filing_status_mfj? ? 2 : 1
-          wrksht_line_2 = number_of_filers - @intake.incarcerated_filer_count
+          number_of_eligible_filers =
+            if filing_status_mfj?
+              [@intake.direct_file_json_data.primary_filer.ssn_not_valid_for_employment,
+               @intake.direct_file_json_data.spouse_filer.ssn_not_valid_for_employment].count(&:blank?)
+            else
+              1
+            end
+          wrksht_line_2 = number_of_eligible_filers - @intake.incarcerated_filer_count
           wrksht_line_4 = (@dependent_count + wrksht_line_2) * 25
 
           max_credit = 100

app/models/state_file_az_intake.rb

@@ -65,7 +65,6 @@
 #  spouse_middle_initial                  :string
 #  spouse_suffix                          :string
 #  spouse_was_incarcerated                :integer          default("unfilled"), not null
-#  ssn_no_employment                      :integer          default("unfilled"), not null
 #  tribal_member                          :integer          default("unfilled"), not null
 #  tribal_wages_amount                    :decimal(12, 2)
 #  unfinished_intake_ids                  :text             default([]), is an Array
@@ -97,7 +96,6 @@ class StateFileAzIntake < StateFileBaseIntake
   enum was_incarcerated: { unfilled: 0, yes: 1, no: 2 }, _prefix: :was_incarcerated
   enum primary_was_incarcerated: { unfilled: 0, yes: 1, no: 2 }, _prefix: :primary_was_incarcerated
   enum spouse_was_incarcerated: { unfilled: 0, yes: 1, no: 2 }, _prefix: :spouse_was_incarcerated
-  enum ssn_no_employment: { unfilled: 0, yes: 1, no: 2 }, _prefix: :ssn_no_employment
   enum household_excise_credit_claimed: { unfilled: 0, yes: 1, no: 2 }, _prefix: :household_excise_credit_claimed
   enum tribal_member: { unfilled: 0, yes: 1, no: 2 }, _prefix: :tribal_member
   enum armed_forces_member: { unfilled: 0, yes: 1, no: 2 }, _prefix: :armed_forces_member
@@ -153,8 +151,15 @@ def disqualified_from_excise_credit_df?
                 end
     agi_over_limit = direct_file_data.fed_agi > agi_limit
     lacks_valid_ssn = primary.ssn.blank? || primary.has_itin?
-
-    agi_over_limit || lacks_valid_ssn
+    all_filers_ssn_not_valid_for_employment =
+      if filing_status_mfj?
+        direct_file_json_data.primary_filer.ssn_not_valid_for_employment &&
+          direct_file_json_data.spouse_filer.ssn_not_valid_for_employment
+      else
+        direct_file_json_data.primary_filer.ssn_not_valid_for_employment
+      end
+
+    agi_over_limit || lacks_valid_ssn || all_filers_ssn_not_valid_for_employment
   end
 
   def incarcerated_filer_count
@@ -177,7 +182,7 @@ def use_old_incarcerated_column?
   def disqualified_from_excise_credit_fyst?
     all_filers_incarcerated = was_incarcerated_yes? || (primary_was_incarcerated_yes? && spouse_was_incarcerated_yes?)
     whole_credit_already_claimed = use_old_incarcerated_column? && household_excise_credit_claimed_yes?
-    all_filers_incarcerated || whole_credit_already_claimed || ssn_no_employment_yes? || direct_file_data.claimed_as_dependent?
+    all_filers_incarcerated || whole_credit_already_claimed || direct_file_data.claimed_as_dependent?
   end
 
   def filing_status

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

@@ -21,13 +21,6 @@
       </div>
     <% end %>
 
-    <div class="white-group">
-      <%= f.cfa_radio_set(:ssn_no_employment, label_text: t(".ssn_no_employment_html.label"), collection: [
-        { value: "yes", label: t("general.affirmative") },
-        { value: "no", label: t("general.negative") },
-      ]) %>
-    </div>
-
     <div class="white-group">
       <div class="question-with-follow-up">
         <div class="question-with-follow-up__question">

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

@@ -76,9 +76,6 @@
         <p class="text--bold spacing-below-5"><%=t(".was_incarcerated", filing_year: current_tax_year) %></p>
         <p><%=current_intake.primary_was_incarcerated_yes? || current_intake.spouse_was_incarcerated_yes? ? t("general.affirmative") : t("general.negative") %></p>
 
-        <p class="text--bold spacing-below-5"><%=t(".ssn_no_employment") %></p>
-        <p><%=current_intake.ssn_no_employment_yes? ? t("general.affirmative") : t("general.negative") %></p>
-
         <p class="text--bold spacing-below-5"><%=t(".household_excise_credit_claimed") %></p>
         <p><%=current_intake.household_excise_credit_claimed_yes? ? t("general.affirmative") : t("general.negative") %></p>
         <%= link_to t("general.edit"), StateFile::Questions::AzExciseCreditController.to_path_helper(return_to_review: "y"), class: "button--small" %>

config/locales/en.yml

@@ -2249,8 +2249,6 @@ en:
           household_excise_credit_html: Did anyone in your household file a tax return separately from you and claim the Arizona Increased Excise Tax Credit? <br><br> (Your household is everyone that you lived with, even if they aren’t listed on your return.)
           primary_was_incarcerated: Were you incarcerated in a county, state, or federal prison for at least 60 days in %{tax_year}?
           spouse_was_incarcerated: Was your spouse incarcerated in a county, state, or federal prison for at least 60 days in %{tax_year}?
-          ssn_no_employment_html:
-            label: Do you have <b>'not valid for employment'</b> written on your Social Security card? (This is rare.)
           title: You might be eligible for the Increased Excise Tax Credit.
       az_prior_last_names:
         edit:
@@ -2355,7 +2353,6 @@ en:
           made_az321_contributions: Made contributions to qualifying charitable organizations
           made_az322_contributions: Made contributions to public schools
           public_school_credit: Public School Credit
-          ssn_no_employment: "‘Not valid for employment’ is written on your Social Security Card"
           ssn_not_taxed: Social Security benefits not taxed in Arizona
           subtraction_for_indian_res: Subtraction for income earned on an American Indian reservation
           subtraction_for_military_pay: Subtraction for active duty military pay

config/locales/es.yml

@@ -2201,8 +2201,6 @@ es:
           household_excise_credit_html: "¿Alguien en tu hogar presentó una declaración de impuestos por separado de la tuya y reclamó el Crédito por Aumento de Impuestos Especiales de Arizona?<br><br> (Tu hogar incluye a todas las personas con las que viviste, incluso si no están incluidas en tu declaración.)"
           primary_was_incarcerated: "¿Estuviste encarcelado en una cárcel del condado, estatal o federal durante al menos 60 días en%{tax_year}?"
           spouse_was_incarcerated: "¿Tu cónyuge estuvieron encarcelados en una cárcel del condado, estatal o federal durante al menos 60 días en %{tax_year}?"
-          ssn_no_employment_html:
-            label: "¿Tienes la frase <b>'not valid for employment'</b> escrita en tu tarjeta de Seguro Social? (Esto es poco común.)"
           title: Es posible que seas elegible para el Crédito tributario por Aumento de Impuestos Especiales.
       az_prior_last_names:
         edit:
@@ -2306,7 +2304,6 @@ es:
           made_az321_contributions: Hizo contribuciones a organizaciones benéficas calificadas
           made_az322_contributions: Hizo contribuciones a las escuelas públicas
           public_school_credit: Crédito de escuela pública
-          ssn_no_employment: '"Not valid for employment" escrita en tu tarjeta de Seguro Social'
           ssn_not_taxed: Los beneficios del Seguro Social no están sujetos a impuestos en Arizona
           subtraction_for_indian_res: Resta de los ingresos obtenidos en una reserva de indios americanos
           subtraction_for_military_pay: Resta del pago militar en servicio activo

db/migrate/20241219003611_remove_ssn_no_employment_from_state_file_az_intakes.rb

@@ -0,0 +1,5 @@
+class RemoveSsnNoEmploymentFromStateFileAzIntakes < ActiveRecord::Migration[7.1]
+  def change
+    safety_assured { remove_column :state_file_az_intakes, :ssn_no_employment }
+  end
+end

db/schema.rb

@@ -1757,7 +1757,6 @@
     t.bigint "spouse_state_id_id"
     t.string "spouse_suffix"
     t.integer "spouse_was_incarcerated", default: 0, null: false
-    t.integer "ssn_no_employment", default: 0, null: false
     t.integer "tribal_member", default: 0, null: false
     t.decimal "tribal_wages_amount", precision: 12, scale: 2
     t.text "unfinished_intake_ids", default: [], array: true

spec/controllers/state_file/questions/az_review_controller_spec.rb

@@ -67,7 +67,6 @@
 
         get :edit
         expect(response.body).not_to include I18n.t("state_file.questions.az_review.edit.was_incarcerated", filing_year: Rails.configuration.statefile_current_tax_year)
-        expect(response.body).not_to include I18n.t("state_file.questions.az_review.edit.ssn_no_employment")
         expect(response.body).not_to include I18n.t("state_file.questions.az_review.edit.household_excise_credit_claimed")
       end
     end

spec/factories/state_file_az_intakes.rb

@@ -65,7 +65,6 @@
 #  spouse_middle_initial                  :string
 #  spouse_suffix                          :string
 #  spouse_was_incarcerated                :integer          default("unfilled"), not null
-#  ssn_no_employment                      :integer          default("unfilled"), not null
 #  tribal_member                          :integer          default("unfilled"), not null
 #  tribal_wages_amount                    :decimal(12, 2)
 #  unfinished_intake_ids                  :text             default([]), is an Array

spec/features/state_file/review_page_spec.rb

@@ -251,6 +251,7 @@ def set_up_intake_and_associated_records(state_code)
     intake = StateFile::StateInformationService.intake_class(state_code).last
     intake.update(
       raw_direct_file_data: StateFile::DirectFileApiResponseSampleService.new.read_xml("test_df_complete_sample"),
+      raw_direct_file_intake_data: StateFile::DirectFileApiResponseSampleService.new.read_json("test_df_complete_sample"),
       primary_first_name: "Deedee",
       primary_last_name: "Doodoo",
       primary_birth_date: Date.new((MultiTenantService.statefile.current_tax_year - 65), 12, 1),

spec/fixtures/state_file/fed_return_jsons/az/claus_mfj.json

@@ -12,7 +12,7 @@
       "form1099GsTotal": "0.00",
       "suffix": null,
       "isPrimaryFiler": false,
-      "ssnNotValidForEmployment": null,
+      "ssnNotValidForEmployment": true,
       "hsaTotalDeductibleAmount": null
     },
     {
@@ -26,7 +26,7 @@
       "suffix": null,
       "form1099GsTotal": "0.00",
       "isPrimaryFiler": true,
-      "ssnNotValidForEmployment": null,
+      "ssnNotValidForEmployment": true,
       "hsaTotalDeductibleAmount": null
     }
   ],

spec/fixtures/state_file/fed_return_jsons/test/df_complete_sample.json

@@ -0,0 +1,36 @@
+{
+  "familyAndHousehold": [
+    {
+      "monthsLivedWithTPInUS": "twelve",
+      "lastName": "Rose",
+      "isClaimedDependent": true,
+      "hohQualifyingPerson": true,
+      "qualifyingChild": true,
+      "scheduleEicLine4bYes": false,
+      "scheduleEicLine4aYes": false,
+      "dateOfBirth": "2010-02-02",
+      "suffix": null,
+      "residencyDuration": "allYear",
+      "firstName": "Axel",
+      "middleInitial": null,
+      "scheduleEicLine4aNo": false,
+      "tin": "300-00-0009",
+      "eligibleDependent": true,
+      "relationship": "sibling",
+      "ssnNotValidForEmployment": false
+    }
+  ],
+  "filers": [
+    {
+      "lastName": "Rose",
+      "firstName": "Alexis",
+      "middleInitial": null,
+      "tin": "400-00-0003",
+      "dateOfBirth": "1990-01-01",
+      "suffix": null,
+      "isPrimaryFiler": true,
+      "ssnNotValidForEmployment": null
+    }
+  ],
+  "interestReports": []
+}

spec/forms/state_file/az_excise_credit_form_spec.rb

@@ -8,15 +8,13 @@
       let(:single_filer_params) {
         {
           primary_was_incarcerated: "yes",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "no"
         }
       }
       let(:mfj_params) {
         {
           primary_was_incarcerated: "no",
           spouse_was_incarcerated: "yes",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "no"
         }
       }
@@ -25,7 +23,6 @@
         it "only needs field for primary" do
           form = described_class.new(intake, {
             primary_was_incarcerated: nil,
-            ssn_no_employment: "yes",
             household_excise_credit_claimed: "no"
           })
           expect(form).not_to be_valid
@@ -60,7 +57,6 @@
       it "requires credit amount when credit claimed" do
         invalid_params = {
           primary_was_incarcerated: "no",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "yes"
         }
         form = described_class.new(intake, invalid_params)
@@ -69,7 +65,6 @@
 
         valid_params = {
           primary_was_incarcerated: "no",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "yes",
           household_excise_credit_claimed_amount: 1000
         }
@@ -81,7 +76,6 @@
       it "requires credit amount to be a positive number" do
         invalid_params_zero = {
           primary_was_incarcerated: "no",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "yes",
           household_excise_credit_claimed_amount: 0
         }
@@ -97,7 +91,6 @@
       it "saves values" do
         form = described_class.new(intake, {
           primary_was_incarcerated: "yes",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "yes",
           household_excise_credit_claimed_amount: 1000
         })
@@ -106,7 +99,6 @@
 
         intake.reload
         expect(intake.primary_was_incarcerated_yes?).to eq true
-        expect(intake.ssn_no_employment_yes?).to eq true
         expect(intake.household_excise_credit_claimed_yes?).to eq true
         expect(intake.household_excise_credit_claimed_amount).to eq 1000
       end
@@ -116,7 +108,6 @@
 
         form = described_class.new(intake, {
           primary_was_incarcerated: "yes",
-          ssn_no_employment: "yes",
           household_excise_credit_claimed: "no",
           household_excise_credit_claimed_amount: 1000
         })
@@ -125,7 +116,6 @@
 
         intake.reload
         expect(intake.primary_was_incarcerated_yes?).to eq true
-        expect(intake.ssn_no_employment_yes?).to eq true
         expect(intake.household_excise_credit_claimed_no?).to eq true
         expect(intake.household_excise_credit_claimed_amount).to be_nil
       end

spec/lib/efile/az/az140_calculator_spec.rb

@@ -350,16 +350,39 @@
     end
 
     context "mfj filer with one dependent" do
+      let (:intake) { create :state_file_az_intake, :with_spouse }
+
       it "sets the credit to the correct amount" do
         create :state_file_dependent, intake: intake, dob: 7.years.ago
-        intake.direct_file_data.filing_status = 2 # mfj
         intake.direct_file_data.fed_agi = 25_000 # qualifying agi
 
         instance.calculate
         expect(instance.lines[:AZ140_LINE_56].value).to eq(75) # (2 filers + 1 dependent) * 25
       end
     end
 
+    context "mfj when one filer has an SSN which is not valid for employment" do
+      let (:intake) { create :state_file_az_intake, :with_spouse }
+
+      it "sets the credit to the correct amount when primary has ssn_not_valid_for_employment" do
+        create :state_file_dependent, intake: intake, dob: 7.years.ago
+        intake.direct_file_data.fed_agi = 25_000 # qualifying agi
+        intake.direct_file_json_data.primary_filer.ssn_not_valid_for_employment = true
+
+        instance.calculate
+        expect(instance.lines[:AZ140_LINE_56].value).to eq(50) # (1 filers + 1 dependent) * 25
+      end
+
+      it "sets the credit to the correct amount when spouse has ssn_not_valid_for_employment" do
+        create :state_file_dependent, intake: intake, dob: 7.years.ago
+        intake.direct_file_data.fed_agi = 25_000 # qualifying agi
+        intake.direct_file_json_data.spouse_filer.ssn_not_valid_for_employment = true
+
+        instance.calculate
+        expect(instance.lines[:AZ140_LINE_56].value).to eq(50) # (1 filers + 1 dependent) * 25
+      end
+    end
+
     context "hoh filer with one dependent" do
       it "sets the credit to the correct amount" do
         create :state_file_dependent, intake: intake, dob: 7.years.ago
@@ -384,16 +407,16 @@
     end
 
     context "mfj filer, one incarcerated, no dependents" do
+      let (:intake) { create :state_file_az_intake, :with_spouse }
+
       it "calculates the credit without incarcerated filer" do
-        intake.direct_file_data.filing_status = 2 # mfj
         intake.direct_file_data.fed_agi = 12_500 # qualifying agi
         intake.update(primary_was_incarcerated: "no", spouse_was_incarcerated: "yes")
         instance.calculate
         expect(instance.lines[:AZ140_LINE_56].value).to eq(25) # (1 filer) * 25 = 25
       end
 
       it "handles the old column for now" do
-        intake.direct_file_data.filing_status = 2 # mfj
         intake.direct_file_data.fed_agi = 12_500 # qualifying agi
         intake.update(was_incarcerated: "no")
         instance.calculate

spec/lib/submission_builder/ty2022/states/az/az_return_xml_spec.rb

@@ -158,7 +158,7 @@
     end
 
     context "when there is a refund with banking info" do
-      let(:intake) { create(:state_file_az_refund_intake, was_incarcerated: "no", ssn_no_employment: "no", household_excise_credit_claimed: "no") }
+      let(:intake) { create(:state_file_az_refund_intake, was_incarcerated: "no", household_excise_credit_claimed: "no") }
 
       before do
         allow_any_instance_of(Efile::Az::Az140Calculator).to receive(:calculate_line_79).and_return 500