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[FYST-1359] Add Names and SSN to ID39 PDF #5701

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anisharamnani
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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?

Added Names & SSN to ID39.

  • If mfj & both filers have the same last name, the names appear as “Helena & Mark Eagan"
  • If mfj & both filers have different last names, the names appear as “Helena Eagan & Mark Scout"
  • If non-mfj, the primary filer’s name appears as “Helena Eagan"

How to test?

  • added test to id39r_pdf_spec.rb
  • went through flow & saw that the PDF is correctly filled in

Screenshots (for visual changes)

  • Before
    image
  • After
Screenshot 2025-03-06 at 5 21 47 PM

@anisharamnani anisharamnani changed the title Add Names and SSN to ID39 PDF [FYST-1359] Add Names and SSN to ID39 PDF Mar 7, 2025
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github-actions bot commented Mar 7, 2025

Heroku app: https://gyr-review-app-5701-316f4bd81988.herokuapp.com/
View logs: heroku logs --app gyr-review-app-5701 (optionally add --tail)

@anisharamnani anisharamnani marked this pull request as ready for review March 7, 2025 02:18
@@ -40,6 +43,18 @@ def hash_for_pdf
answers
end

def formatted_display_name
if @intake.filing_status_mfj?
if @intake.primary.last_name == @intake.spouse.last_name
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@arinchoi03 arinchoi03 Mar 7, 2025

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[super dust] i dont think this will be a likely scenario, but what if for some reason they had different capitalizations? Should we downcase & match? Probably doesn't matter much at the end of the day, so feel free to ignore

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@anisharamnani anisharamnani Mar 7, 2025

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🤔 it’s not a bad idea, i pushed up a fix for this!

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@arinchoi03 arinchoi03 left a comment

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👏

…39-r-missing-filer-name-and-ssn-at-top-of-pages
…39-r-missing-filer-name-and-ssn-at-top-of-pages
@anisharamnani anisharamnani merged commit 9e7c7dd into main Mar 10, 2025
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@anisharamnani anisharamnani deleted the FYST-1359-idaho-form-39-r-missing-filer-name-and-ssn-at-top-of-pages branch March 10, 2025 17:47
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2 participants