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[FYST-1868] ID refactor logic #5665

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arinchoi03
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@arinchoi03 arinchoi03 commented Mar 3, 2025

Link to pivotal/JIRA issue

Is PM acceptance required? (delete one)

  • Yes - don't merge until JIRA issue is accepted!

Reminder: merge main into this branch and get green tests before merging to main

What was done?

How to test?

  • Same run through for ID & that the show logic works for all states (AZ/ID/NC/MD) as currently expected.
    • make sure line 8e calculates as expected with this change (should be same as before)
  • Risk Assessment
    • the factory was changed to set filer to disabled to make the 1099R income eligible for id intakes, maybe this was a bad idea?

@arinchoi03 arinchoi03 changed the title Fyst 1882 id update idaho retirement deduction logic refactor [FYST-1882] ID: update idaho retirement deduction logic refactor Mar 3, 2025
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github-actions bot commented Mar 3, 2025

Heroku app: https://gyr-review-app-5665-76883435d8a1.herokuapp.com/
View logs: heroku logs --app gyr-review-app-5665 (optionally add --tail)

Base automatically changed from FYST-1882-id-update-idaho-retirement-deduction-logic to main March 3, 2025 22:37
@@ -85,7 +85,7 @@ def calculate_sec_b_line_8d
end

def calculate_sec_b_line_8e
@intake.state_file1099_rs.sum do |form1099r|
@intake.eligible_1099rs.sum do |form1099r|
if form1099r.state_specific_followup&.eligible_income_source_yes? && form1099r.taxable_amount.present?
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presumably with this refactor, taxable_amount will be always present already

@arinchoi03 arinchoi03 changed the title [FYST-1882] ID: update idaho retirement deduction logic refactor [FYST-1868] NC: Only ask Retirement Subtraction questions for 1099-Rs with a taxable amount Mar 4, 2025
@@ -313,4 +313,15 @@
end
end

describe "#eligible_1099rs" do
%w[az md nc nj].each do |state_code|
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although nj is not using this method, I wanted to make sure it was documented that they will have it

@arinchoi03 arinchoi03 changed the title [FYST-1868] NC: Only ask Retirement Subtraction questions for 1099-Rs with a taxable amount [FYST-1868] ID refactor logic Mar 4, 2025
@arinchoi03
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closing this, in favor of:

  1. ID refactor: [FYST-1897] Refactor ID disability & pension logic #5681
  2. eligible_1099rs refactor: [FYST-1868] NC: only ask about 1099rs with taxable amt #5680

@arinchoi03 arinchoi03 closed this Mar 4, 2025
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