FYST-1778 MD wants more bank info in financial resolution on xml

app/lib/submission_builder/authentication_header.rb

@@ -7,6 +7,13 @@ def document
       build_xml_doc("AuthenticationHeader") do |xml|
         xml.FilingLicenseTypeCd "O"
         xml.FinancialResolution do
+          if @intake.has_banking_information_in_financial_resolution? && @intake.payment_or_deposit_type_direct_deposit?
+            xml.FirstInput do
+              xml.RoutingTransitNum sanitize_for_xml(@intake.routing_number) if @intake.routing_number.present?
+              xml.DepositorAccountNum sanitize_for_xml(@intake.account_number) if @intake.account_number.present?
+              xml.InputTimestamp @intake.primary_esigned_at.in_time_zone(StateFile::StateInformationService.timezone("md")).strftime("%FT%T%:z") if @intake.primary_esigned_at.present?
+            end
+          end
           xml.Submission do
             xml.RefundProductCIPCdSubmit "0"
             refund_disbursement(xml)

app/models/state_file_base_intake.rb

@@ -284,6 +284,10 @@ def allows_w2_editing?
     true
   end
 
+  def has_banking_information_in_financial_resolution?
+    false
+  end
+
   class Person
     attr_reader :first_name, :middle_initial, :last_name, :suffix, :birth_date, :ssn, :primary_or_spouse
 

app/models/state_file_md_intake.rb

@@ -253,4 +253,8 @@ def city_name_length_20?
   def allows_refund_amount_in_xml?
     false
   end
+
+  def has_banking_information_in_financial_resolution?
+    true
+  end
 end

spec/factories/state_file_md_intakes.rb

@@ -127,6 +127,19 @@
       end
     end
 
+    factory :state_file_md_owed_intake do
+      after(:build) do |intake|
+        intake.direct_file_data.fed_agi = 120000
+        intake.raw_direct_file_data = intake.direct_file_data.to_s
+        intake.payment_or_deposit_type = "direct_deposit"
+        intake.account_type = "checking"
+        intake.routing_number = 111111111
+        intake.account_number = 222222222
+        intake.date_electronic_withdrawal = Date.new(Rails.configuration.statefile_current_tax_year, 4, 15)
+        intake.withdraw_amount = 5
+      end
+    end
+
     trait :with_efile_device_infos do
       after(:build) do |intake|
         create :state_file_efile_device_info, :filled, :initial_creation, intake: intake

spec/lib/submission_builder/financial_transaction_spec.rb

@@ -2,14 +2,17 @@
 
 describe SubmissionBuilder::FinancialTransaction do
   describe '.build' do
+    let(:intake) { create(:state_file_az_owed_intake) }
+    let(:kwargs) { {} }
+    let(:submission) { create(:efile_submission, data_source: intake) }
+    let(:xml) {
+      Nokogiri::XML::Document.parse(
+        described_class.build(
+          submission, validate: false, kwargs: kwargs
+        ).document.to_xml)
+    }
     context "when filer owes money" do
-      let(:intake) { create(:state_file_az_owed_intake) }
-      let(:submission) { create(:efile_submission, data_source: intake) }
       it "populates the StatePayment" do
-        xml = Nokogiri::XML::Document.parse(
-          described_class.build(
-            submission, validate: false
-          ).document.to_xml)
         expect(xml.at("StatePayment Checking").text).to eq "X"
         expect(xml.at("StatePayment RoutingTransitNumber").text).to eq "111111111"
         expect(xml.at("StatePayment BankAccountNumber").text).to eq "222222222"
@@ -29,10 +32,6 @@
         let(:intake) { create(:state_file_nc_intake, :taxes_owed) }
 
         it "populates the StatePayment with additional information" do
-          xml = Nokogiri::XML::Document.parse(
-            described_class.build(
-              submission, validate: false
-            ).document.to_xml)
           expect(xml.at("StatePayment Checking").text).to eq "X"
           expect(xml.at("StatePayment RoutingTransitNumber").text).to eq "111111111"
           expect(xml.at("StatePayment BankAccountNumber").text).to eq "222222222"
@@ -53,12 +52,9 @@
     context "when filer gets a refund" do
       let(:intake) { create(:state_file_az_refund_intake) }
       let(:submission) { create(:efile_submission, data_source: intake) }
+      let(:kwargs) { { refund_amount: 5 } }
 
       it "populates the RefundDirectDeposit" do
-        xml = Nokogiri::XML::Document.parse(
-          described_class.build(
-            submission, validate: false, kwargs: { refund_amount: 5 }
-          ).document.to_xml)
         expect(xml.at("RefundDirectDeposit Savings").text).to eq "X"
         expect(xml.at("RefundDirectDeposit RoutingTransitNumber").text).to eq "111111111"
         expect(xml.at("RefundDirectDeposit BankAccountNumber").text).to eq "222222222"

spec/lib/submission_builder/ty2022/states/authentication_header_spec.rb

@@ -236,4 +236,89 @@
       end
     end
   end
+
+  context "FirstInput" do
+    let(:submission) { create(:efile_submission, data_source: intake) }
+    let(:xml) { SubmissionBuilder::AuthenticationHeader.new(submission).document }
+
+    context "in a state that does not require banking information in FinancialResolution" do
+      context "refund" do
+        let(:intake) { create(:state_file_az_refund_intake) }
+
+        it "leaves FirstInput details blank" do
+          expect(xml.at("FirstInput RoutingTransitNum")).to be_nil
+          expect(xml.at("FirstInput DepositorAccountNum")).to be_nil
+          expect(xml.at("FirstInput InputTimestamp")).to be_nil
+        end
+      end
+
+      context "owed" do
+        let(:intake) { create(:state_file_az_owed_intake) }
+
+        it "leaves FirstInput details blank" do
+          expect(xml.at("FirstInput RoutingTransitNum")).to be_nil
+          expect(xml.at("FirstInput DepositorAccountNum")).to be_nil
+          expect(xml.at("FirstInput InputTimestamp")).to be_nil
+        end
+      end
+    end
+
+    context "in a state that requires banking information in FinancialResolution" do
+      context "refund" do
+        let(:intake) { create(:state_file_md_refund_intake, primary_esigned_at: DateTime.new(2025, 2, 15, 12).in_time_zone(StateFile::StateInformationService.timezone("md"))) }
+
+        context "with direct_deposit for their refund" do
+          before do
+            intake.update(payment_or_deposit_type: "direct_deposit")
+          end
+
+          it "fills out the FirstInput banking information" do
+            expect(xml.at("FirstInput RoutingTransitNum").text).to eq "111111111"
+            expect(xml.at("FirstInput DepositorAccountNum").text).to eq "222222222"
+            expect(xml.at("FirstInput InputTimestamp").text).to eq "2025-02-15T07:00:00-05:00"
+          end
+        end
+
+        context "with mail selected for their refund" do
+          before do
+            intake.update(payment_or_deposit_type: "mail")
+          end
+
+          it "leaves FirstInput details blank" do
+            expect(xml.at("FirstInput RoutingTransitNum")).to be_nil
+            expect(xml.at("FirstInput DepositorAccountNum")).to be_nil
+            expect(xml.at("FirstInput InputTimestamp")).to be_nil
+          end
+        end
+      end
+
+      context "owed" do
+        let(:intake) { create(:state_file_md_owed_intake, primary_esigned_at: DateTime.new(2025, 2, 15, 12).in_time_zone(StateFile::StateInformationService.timezone("md"))) }
+
+        context "with direct_deposit for their refund" do
+          before do
+            intake.update(payment_or_deposit_type: "direct_deposit")
+          end
+
+          it "fills out the FirstInput banking information" do
+            expect(xml.at("FirstInput RoutingTransitNum").text).to eq "111111111"
+            expect(xml.at("FirstInput DepositorAccountNum").text).to eq "222222222"
+            expect(xml.at("FirstInput InputTimestamp").text).to eq "2025-02-15T07:00:00-05:00"
+          end
+        end
+
+        context "with mail selected for their refund" do
+          before do
+            intake.update(payment_or_deposit_type: "mail")
+          end
+
+          it "leaves FirstInput details blank" do
+            expect(xml.at("FirstInput RoutingTransitNum")).to be_nil
+            expect(xml.at("FirstInput DepositorAccountNum")).to be_nil
+            expect(xml.at("FirstInput InputTimestamp")).to be_nil
+          end
+        end
+      end
+    end
+  end
 end