FYST-843 Implement MD502R XML/PDF Part 2: disability, retirement/pension income

app/lib/efile/line_data.yml

@@ -766,12 +766,38 @@ MD502_SU_LINE_U:
   label: "TBD"
 MD502_SU_LINE_V:
   label: "TBD"
+MD502_SU_LINE_U_PRIMARY:
+  label: "TBD"
+MD502_SU_LINE_V_PRIMARY:
+  label: "TBD"
+MD502_SU_LINE_U_SPOUSE:
+  label: "TBD"
+MD502_SU_LINE_V_SPOUSE:
+  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"
+MD502R_LINE_PRIMARY_DISABLED:
+  label: "Is Primary Taxpayer totally and permanently disabled? (intake question)"
+MD502R_LINE_SPOUSE_DISABLED:
+  label: "Is Secondary Taxpayer totally and permanently disabled? (intake question)"
+MD502R_LINE_1A:
+  label: "Retirement income received by Primary Taxpayer as a pension, annuity from employee retirement system qualified under Sections 401(a), 403 or 457(b)"
+MD502R_LINE_1B:
+  label: "Retirement income received by Secondary Taxpayer as a pension, annuity from employee retirement system qualified under Sections 401(a), 403 or 457(b)"
+MD502R_LINE_7A:
+  label: "Other retirement income and foreign retirement income received by Primary Taxpayer"
+MD502R_LINE_7B:
+  label: "Other retirement income and foreign retirement income received by Secondary Taxpayer"
+MD502R_LINE_8:
+  label: "Total of all retirement source income for primary and secondary taxpayers"
 MD502R_LINE_9A:
   label: "Total social security benefits for primary"
 MD502R_LINE_9B:
   label: "Total social security benefits for spouse"
+MD502R_LINE_10A:
+  label: "Primary Taxpayer amount of military income subtracted on Form 502SU with code u and amount of Correctional officers, Law Enforcement officers, or fire, rescue, or emergency services personnel income subtracted on Form 502SU with code v"
+MD502R_LINE_10B:
+  label: "Secondary Taxpayer amount of military income subtracted on Form 502SU with code u and amount of Correctional officers, Law Enforcement officers, or fire, rescue, or emergency services personnel income subtracted on Form 502SU with code v"
 NCD400_LINE_6:
   label: '6 Federal Adjusted Gross Income'
 NCD400_LINE_9:

app/lib/efile/md/md502_r_calculator.rb

@@ -11,12 +11,51 @@ def initialize(value_access_tracker:, lines:, intake:)
       end
 
       def calculate
+        set_line(:MD502R_LINE_PRIMARY_DISABLED, :calculate_primary_disabled)
+        set_line(:MD502R_LINE_SPOUSE_DISABLED, :calculate_spouse_disabled)
+        set_line(:MD502R_LINE_1A, :calculate_line_1a)
+        set_line(:MD502R_LINE_1B, :calculate_line_1b)
+        set_line(:MD502R_LINE_7A, :calculate_line_7a)
+        set_line(:MD502R_LINE_7B, :calculate_line_7b)
+        set_line(:MD502R_LINE_8, :calculate_line_8)
         set_line(:MD502R_LINE_9A, :calculate_line_9a)
         set_line(:MD502R_LINE_9B, :calculate_line_9b)
+        set_line(:MD502R_LINE_10A, :calculate_line_10a)
+        set_line(:MD502R_LINE_10B, :calculate_line_10b)
       end
 
       private
 
+      def calculate_primary_disabled
+        @intake.primary_disabled_yes? ? "X" : nil
+      end
+
+      def calculate_spouse_disabled
+        return unless @intake.filing_status_mfj?
+
+        @intake.spouse_disabled_yes? ? "X" : nil
+      end
+
+      def calculate_line_1a
+        @intake.sum_1099_r_followup_type_for_filer(@intake.filer_1099_rs(:primary), :income_source_pension_annuity_endowment?)
+      end
+
+      def calculate_line_1b
+        @intake.sum_1099_r_followup_type_for_filer(@intake.filer_1099_rs(:spouse), :income_source_pension_annuity_endowment?)
+      end
+
+      def calculate_line_7a
+        @intake.sum_1099_r_followup_type_for_filer(@intake.filer_1099_rs(:primary), :income_source_other?)
+      end
+
+      def calculate_line_7b
+        @intake.sum_1099_r_followup_type_for_filer(@intake.filer_1099_rs(:spouse), :income_source_other?)
+      end
+
+      def calculate_line_8
+        [line_or_zero(:MD502R_LINE_1A), line_or_zero(:MD502R_LINE_1B), line_or_zero(:MD502R_LINE_7A), line_or_zero(:MD502R_LINE_7B)].sum
+      end
+
       def calculate_line_9a
         if @intake.direct_file_data.fed_ssb.positive?
           if @intake.filing_status_mfj?
@@ -32,6 +71,14 @@ def calculate_line_9b
           @intake.spouse_ssb_amount.round
         end
       end
+
+      def calculate_line_10a
+        line_or_zero(:MD502_SU_LINE_U_PRIMARY) + line_or_zero(:MD502_SU_LINE_V_PRIMARY)
+      end
+
+      def calculate_line_10b
+        line_or_zero(:MD502_SU_LINE_U_SPOUSE) + line_or_zero(:MD502_SU_LINE_V_SPOUSE)
+      end
     end
   end
 end

app/lib/efile/md/md502_su_calculator.rb

@@ -15,6 +15,10 @@ def calculate
         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)
+        set_line(:MD502_SU_LINE_U_PRIMARY, :calculate_line_u_primary) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
+        set_line(:MD502_SU_LINE_V_PRIMARY, :calculate_line_v_primary) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
+        set_line(:MD502_SU_LINE_U_SPOUSE, :calculate_line_u_spouse) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
+        set_line(:MD502_SU_LINE_V_SPOUSE, :calculate_line_v_spouse) # STUBBED: PLEASE REPLACE, don't forget line_data.yml
       end
 
       private
@@ -23,6 +27,14 @@ def calculate_line_ab
         @direct_file_json_data.interest_reports.sum(&:interest_on_government_bonds).round
       end
 
+      def calculate_line_u_primary; end
+
+      def calculate_line_v_primary; end
+
+      def calculate_line_u_spouse; end
+
+      def calculate_line_v_spouse; end
+
       def calculate_line_u; end
 
       def calculate_line_v; end

app/lib/pdf_filler/md502_r_pdf.rb

@@ -26,14 +26,31 @@ def hash_for_pdf
         'Spouses Social Security Number': @xml_document.at('Secondary TaxpayerSSN')&.text,
         'Your Age 1': @xml_document.at('PrimaryAge')&.text,
         'Spouses Age': @xml_document.at('SecondaryAge')&.text,
+        You: check_box_if_x(@xml_document.at('PriTotalPermDisabledIndicator')&.text),
+        Spouse: check_box_if_x(@xml_document.at('SecTotalPermDisabledIndicator')&.text),
         }
       if Flipper.enabled?(:show_md_ssa)
         answers.merge!(
           "and Tier II See Instructions for Part 5                                   9a" => @xml_document.at('PriSSecurityRailRoadBenefits')&.text,
           "9b" => @xml_document.at('SecSSecurityRailRoadBenefits')&.text
         )
       end
+      if Flipper.enabled?(:show_retirement_ui)
+        answers.merge!(
+          'compensation plan or foreign retirement income                           1a' => @xml_document.at('SourceRetirementIncome PrimaryTaxpayer EmployeeRetirementSystem')&.text,
+          '1b' => @xml_document.at('SourceRetirementIncome SecondaryTaxpayer EmployeeRetirementSystem')&.text,
+          'including foreign retirement income                                     7a' => @xml_document.at('SourceRetirementIncome PrimaryTaxpayer OtherAndForeign')&.text,
+          '7b' => @xml_document.at('SourceRetirementIncome SecondaryTaxpayer OtherAndForeign')&.text,
+          'income on lines 1z 4b and 5b of your federal Form 1040 and line 8t of your federal Schedule 1      8' => @xml_document.at('SourceRetirementIncome TotalPensionsIRAsAnnuities')&.text,
+          'retirement from code letter v on Form 502SU income subtracted on Maryland Form 502  10a' => @xml_document.at('PriMilLawEnforceIncSub')&.text,
+          '10b' => @xml_document.at('SecMilLawEnforceIncSub')&.text,
+        )
+      end
       answers
     end
+
+    def check_box_if_x(value)
+      value == "X" ? 'On' : 'Off'
+    end
   end
 end

app/lib/submission_builder/ty2024/states/md/documents/md502_r.rb

@@ -12,8 +12,29 @@ def document
               build_xml_doc("Form502R", documentId: "Form502R") do |xml|
                 xml.PrimaryAge @intake.calculate_age(@intake.primary_birth_date, inclusive_of_jan_1: false)
                 xml.SecondaryAge @intake.calculate_age(@intake.spouse_birth_date, inclusive_of_jan_1: false) if @intake.filing_status_mfj?
+                if Flipper.enabled?(:show_retirement_ui)
+                  add_element_if_present(xml, :PriTotalPermDisabledIndicator, :MD502R_LINE_PRIMARY_DISABLED)
+                  add_element_if_present(xml, :SecTotalPermDisabledIndicator, :MD502R_LINE_SPOUSE_DISABLED)
+                  xml.SourceRetirementIncome do
+                    xml.PrimaryTaxpayer do
+                      add_element_if_present(xml, :EmployeeRetirementSystem, :MD502R_LINE_1A)
+                      add_element_if_present(xml, :OtherAndForeign, :MD502R_LINE_7A)
+                    end
+
+                    if @intake.filing_status_mfj?
+                      xml.SecondaryTaxpayer do
+                        add_element_if_present(xml, :EmployeeRetirementSystem, :MD502R_LINE_1B)
+                        add_element_if_present(xml, :OtherAndForeign, :MD502R_LINE_7B)
+                      end
+                    end
+                    add_element_if_present(xml, :TotalPensionsIRAsAnnuities, :MD502R_LINE_8)
+                  end
+                end
+
                 add_element_if_present(xml, :PriSSecurityRailRoadBenefits, :MD502R_LINE_9A) if Flipper.enabled?(:show_md_ssa)
+                add_element_if_present(xml, :PriMilLawEnforceIncSub, :MD502R_LINE_10A) if Flipper.enabled?(:show_retirement_ui)
                 add_element_if_present(xml, :SecSSecurityRailRoadBenefits, :MD502R_LINE_9B) if Flipper.enabled?(:show_md_ssa)
+                add_element_if_present(xml, :SecMilLawEnforceIncSub, :MD502R_LINE_10B) if Flipper.enabled?(:show_retirement_ui)
               end
             end
 

app/models/state_file_md_intake.rb

@@ -211,6 +211,22 @@ def address
     end
   end
 
+  def filer_1099_rs(primary_or_spouse)
+    state_file1099_rs.filter do |state_file_1099_r|
+      state_file_1099_r.recipient_ssn == send(primary_or_spouse).ssn
+    end
+  end
+
+  def sum_1099_r_followup_type_for_filer(filer_1099_rs, followup_type)
+    filer_1099_rs.sum do |state_file_1099_r|
+      if state_file_1099_r.state_specific_followup&.send(followup_type)
+        state_file_1099_r.taxable_amount&.round
+      else
+        0
+      end
+    end
+  end
+
   def extract_apartment_from_mailing_street?
     true
   end

spec/factories/state_file_md1099_r_followups.rb

@@ -10,6 +10,5 @@
 #
 FactoryBot.define do
   factory :state_file_md1099_r_followup do
-
   end
 end