Az 8879 e-file authorization form #186264976 (#3800)

app/lib/efile/az/az140.rb

@@ -67,7 +67,7 @@ def calculate
       end
 
       def refund_or_owed_amount
-        calculate_line_79
+        calculate_line_79 - calculate_line_80
       end
 
       private

app/lib/pdf_filler/az8879_pdf.rb

@@ -0,0 +1,70 @@
+module PdfFiller
+  class Az8879Pdf
+    include PdfHelper
+
+    def source_pdf_name
+      "az8879-TY2023"
+    end
+
+    def initialize(submission)
+      @submission = submission
+
+      # Most PDF fields are grabbed right off the XML
+      @xml_document = SubmissionBuilder::Ty2022::States::Az::IndividualReturn.new(submission).document
+    end
+
+    def hash_for_pdf
+      answers = {
+        "Your First Name and Initial" => @submission.data_source.primary.first_name_and_middle_initial,
+        "Your Last Name" => @submission.data_source.primary.last_name,
+        "Your SSN" => @submission.data_source.primary.ssn,
+        "Spouse First Name and Initial" => @submission.data_source.spouse.first_name_and_middle_initial,
+        "Spouse Last Name" => @submission.data_source.spouse.last_name,
+        "Spouse SSN" => @submission.data_source.spouse.ssn,
+        "1 AZ AGI" => @xml_document.at('AZAdjGrossIncome')&.text,
+        "2 Balance of Tax" => @xml_document.at("BalanceOfTaxDue")&.text,
+        "3 AZ Income Tax Withheld" => @xml_document.at("AzIncTaxWithheld")&.text,
+      }
+
+      if @xml_document.at('RefundAmt').present?
+        answers["4 Refund Checkbox"] = 'Yes'
+        answers["4 Refund Amount"] = @xml_document.at("RefundAmt")&.text
+      elsif @xml_document.at('AmtOwed').present?
+        answers["5 Owed Checkbox"] = 'Yes'
+        answers["5 Owed Amount"] = @xml_document.at("AmtOwed")&.text
+      end
+
+      # TODO: double check assumption that "Foreign Account Checkbox" will always be unchecked
+      case @submission.data_source.account_type
+      when 'checking'
+        answers['Account Type Checkbox - Checking'] = 'Yes'
+      when 'savings'
+        answers['Account Type Checkbox - Savings'] = 'Yes'
+      end
+
+      answers.merge!(
+        "Routing Number" => @submission.data_source.routing_number,
+        "Account Number" => @submission.data_source.account_number,
+        "Direct Debit Date" => @submission.data_source.date_electronic_withdrawal&.strftime("%m%d%Y"),
+        "Direct Debit Amount" => @submission.data_source.withdraw_amount,
+        "Electronic Return Originator" => 'Code for America Labs, Inc'
+      )
+
+      if @submission.data_source.primary_esigned_yes?
+        answers["Your Signature"] = @submission.data_source.primary.full_name 
+        answers["Your Date Signed"] = @submission.data_source.primary_esigned_at.to_date
+        if @xml_document.at('RefundAmt').present?
+          answers["6a Checkbox"] = 'Yes'
+        elsif @xml_document.at('AmtOwed').present?
+          answers["6b Checkbox"] = 'Yes'
+          answers["6c Checkbox"] = 'Yes'
+        end
+      end
+      if @submission.data_source.spouse_esigned_yes?
+        answers["Spouse Signature"] = @submission.data_source.spouse.full_name
+        answers["Spouse Date Signed"] = @submission.data_source.spouse_esigned_at.to_date
+      end
+      answers
+    end
+  end
+end

app/lib/submission_builder/ty2022/states/az/individual_return.rb

@@ -226,6 +226,11 @@ def supported_documents
                 xml: nil,
                 pdf: PdfFiller::Az140Pdf,
                 include: true
+              },
+              {
+                xml: nil,
+                pdf: PdfFiller::Az8879Pdf,
+                include: true
               }
             ]
             @submission.data_source.state_file1099_gs.each do |form1099g|

app/models/state_file_base_intake.rb

@@ -80,6 +80,10 @@ def initialize(intake, primary_or_spouse)
     def full_name
       [@first_name, @middle_initial, @last_name].map(&:presence).compact.join(' ')
     end
+
+    def first_name_and_middle_initial
+      [@first_name, @middle_initial].map(&:presence).compact.join(' ')
+    end
   end
 
   def disqualifying_eligibility_answer

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

@@ -5,7 +5,7 @@
   <div class="highlight-box highlight-box--blue spacing-below-15 padding-20">
     <div class="spacing-below-5">
       <p class="text--bold spacing-below-5"><%=@refund_or_owed_label %></p>
-      <p class="spacing-below-0"><%=number_to_currency(@refund_or_owed_amount) %></p>
+      <p class="spacing-below-0"><%=number_to_currency(@refund_or_owed_amount.abs) %></p>
     </div>
   </div>
 

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

@@ -5,7 +5,7 @@
   <div class="highlight-box highlight-box--blue spacing-below-15 padding-20">
     <div class="spacing-below-5">
       <p class="text--bold spacing-below-5"><%=@refund_or_owed_label %></p>
-      <p class="spacing-below-0"><%=number_to_currency(@refund_or_owed_amount) %></p>
+      <p class="spacing-below-0"><%=number_to_currency(@refund_or_owed_amount.abs) %></p>
     </div>
   </div>
 

spec/lib/pdf_filler/az8879_pdf_spec.rb

@@ -0,0 +1,16 @@
+require 'rails_helper'
+
+RSpec.describe PdfFiller::Az8879Pdf do
+  include PdfSpecHelper
+
+  let(:submission) { create :efile_submission, tax_return: nil, data_source: create(:state_file_az_intake) }
+  let(:pdf) { described_class.new(submission) }
+
+  describe '#hash_for_pdf' do
+    it 'uses field names that exist in the pdf' do
+      pdf_fields = filled_in_values(submission.generate_filing_pdf.path)
+      missing_fields = pdf.hash_for_pdf.keys.map(&:to_s) - pdf_fields.keys
+      expect(missing_fields).to eq([])
+    end
+  end
+end