Build eligibility check page for DIY & Virtual Vita flows (#6164)

embarnard · web-flow · commit 78ae4c7eee62 · 2026-01-28T21:29:59.000-05:00
diff --git a/app/controllers/application_controller.rb b/app/controllers/application_controller.rb
@@ -476,7 +476,7 @@ def redirect_to_beginning_of_intake
 
   def redirect_to_intake_after_triage
     if Rails.env.production?
-      redirect_to Questions::PersonalInfoController.to_path_helper
+      redirect_to Questions::QualificationsController.to_path_helper
     else
       redirect_to Questions::EnvironmentWarningController.to_path_helper
     end
diff --git a/app/controllers/diy/qualifications_controller.rb b/app/controllers/diy/qualifications_controller.rb
@@ -0,0 +1,4 @@
+module Diy
+  class QualificationsController < BaseController
+  end
+end
diff --git a/app/controllers/questions/qualifications_controller.rb b/app/controllers/questions/qualifications_controller.rb
@@ -0,0 +1,13 @@
+module Questions
+  class QualificationsController < QuestionsController
+    include AnonymousIntakeConcern
+    skip_before_action :require_intake
+    layout "intake"
+
+    def self.form_class
+      NullForm
+    end
+
+    def illustration_path; end
+  end
+end
diff --git a/app/lib/navigation/diy_navigation.rb b/app/lib/navigation/diy_navigation.rb
@@ -3,8 +3,9 @@ class DiyNavigation
     include ControllerNavigation
 
     FLOW = [
-             Diy::FileYourselfController,
-             Diy::ContinueToFsaController
-           ].freeze
+      Diy::QualificationsController,
+      Diy::FileYourselfController,
+      Diy::ContinueToFsaController
+    ].freeze
   end
 end
diff --git a/app/lib/navigation/gyr_question_navigation.rb b/app/lib/navigation/gyr_question_navigation.rb
@@ -14,6 +14,7 @@ class GyrQuestionNavigation
 
       ## Main flow
       Questions::EnvironmentWarningController,
+      Questions::QualificationsController,
 
       # Contact information and preferences
       Questions::PersonalInfoController, # creates Intake record and Client record, if triage was skipped
diff --git a/app/views/diy/continue_to_fsa/edit.html.erb b/app/views/diy/continue_to_fsa/edit.html.erb
@@ -47,7 +47,7 @@
           </ul>
         </div>
 
-        <div class="text--small text--italic spacing-above-60 spacing-below-15"><%= t(".continue_help_text") %></div>
+        <div class="text--small text--italic spacing-above-60 spacing-below-20"><%= t(".continue_help_text") %></div>
         <%= link_to t("general.continue"), 'https://www.taxslayer.com/v.aspx?rdr=/vitafsa&source=TSUSATY2025&sidn=01011934', target: "_blank", class: "button button--primary text--centered button--wide", "data-track-click": "diy-cfa-taxslayer-link" %>
       </div>
     </div>
diff --git a/app/views/diy/qualifications/edit.html.erb b/app/views/diy/qualifications/edit.html.erb
@@ -0,0 +1,41 @@
+<% @title = t(".title") %>
+<% content_for :page_title, @title %>
+
+<section class="slab slab--white question-layout">
+  <div class="grid">
+    <div class="grid__item question-wrapper">
+      <div class="main-content-inner">
+
+        <div class="h2"><%= @title %></div>
+
+        <p><%= t(".subtitle") %></p>
+
+        <div class="review-box spacing-above-15">
+          <p><strong><%= t(".qualifications.header") %></strong></p>
+          <ul class="list--bulleted">
+            <li><%= t(".qualifications.p1") %></li>
+            <li><%= t(".qualifications.p2") %></li>
+            <li><%= t(".qualifications.p3") %></li>
+            <li><%= t(".qualifications.p4") %></li>
+          </ul>
+        </div>
+
+        <div class="review-box spacing-above-15">
+          <p><strong><%= t(".not_included.header") %></strong></p>
+          <ul class="list--bulleted">
+            <li><%= t(".not_included.p1") %></li>
+          </ul>
+        </div>
+
+        <%= link_to diy_file_yourself_path, class: "button button--primary button--wide text--centered spacing-above-60" do %>
+          <%= t(".button_1") %>
+        <% end %>
+
+        <%= link_to root_path(anchor: "service-comparison"), class: "button button--wide text--centered spacing-above-15" do %>
+          <%= t(".button_2") %>
+        <% end %>
+
+      </div>
+    </div>
+  </div>
+</section>
diff --git a/app/views/public_pages/maybe_ineligible.html.erb b/app/views/public_pages/maybe_ineligible.html.erb
@@ -24,7 +24,7 @@
           </div>
 
           <div class="spacing-above-60">
-            <%= link_to t("views.public_pages.maybe_ineligible.cta"), diy_file_yourself_path, "data-track-click": "maybe-ineligible-file-yourself-link", class: "button button--wide button--primary text--centered" %>
+            <%= link_to t("views.public_pages.maybe_ineligible.cta"), diy_qualifications_path, "data-track-click": "maybe-ineligible-file-yourself-link", class: "button button--wide button--primary text--centered" %>
           </div>
         </div>
       </div>
diff --git a/app/views/questions/qualifications/edit.html.erb b/app/views/questions/qualifications/edit.html.erb
@@ -0,0 +1,38 @@
+<% @title = t("views.questions.qualifications.title") %>
+<% content_for :page_title, @title %>
+
+<% content_for :card do %>
+  <div class="form-card">
+    <h1 class="form-question">
+      <%= @title %>
+    </h1>
+
+    <p><%= t("views.questions.qualifications.subtitle") %></p>
+
+    <div class="review-box spacing-above-15">
+      <p><strong><%= t("views.questions.qualifications.qualifications.header") %></strong></p>
+      <ul class="list--bulleted">
+        <li><%= t("views.questions.qualifications.qualifications.p1") %></li>
+        <li><%= t("views.questions.qualifications.qualifications.p2") %></li>
+        <li><%= t("views.questions.qualifications.qualifications.p3") %></li>
+      </ul>
+    </div>
+
+    <div class="review-box spacing-above-15">
+      <p><strong><%= t("views.questions.qualifications.not_included.header") %></strong></p>
+      <ul class="list--bulleted">
+        <li><%= t("views.questions.qualifications.not_included.p1") %></li>
+        <li><%= t("views.questions.qualifications.not_included.p2") %></li>
+        <li><%= t("views.questions.qualifications.not_included.p3") %></li>
+      </ul>
+    </div>
+
+    <%= link_to next_path, class: "button button--primary button--wide text--centered spacing-above-60" do %>
+      <%= t("views.questions.qualifications.button_1") %>
+    <% end %>
+
+    <%= link_to root_path(anchor: "service-comparison"), class: "button button--wide text--centered spacing-above-15" do %>
+      <%= t("views.questions.qualifications.button_2") %>
+    <% end %>
+  </div>
+<% end %>
diff --git a/app/views/questions/triage/_diy_tile.html.erb b/app/views/questions/triage/_diy_tile.html.erb
@@ -13,6 +13,6 @@
     </div>
   </div>
   <div class="spacing-above-35">
-    <%= link_to t('.choose_diy'), Diy::FileYourselfController.to_path_helper, class: "button button--wide text--centered", "data-track-click": click_tracking_event_name %>
+    <%= link_to t('.choose_diy'), Diy::QualificationsController.to_path_helper, class: "button button--wide text--centered", "data-track-click": click_tracking_event_name %>
   </div>
 </div>
diff --git a/app/views/questions/triage_gyr_ids/edit.html.erb b/app/views/questions/triage_gyr_ids/edit.html.erb
@@ -10,6 +10,6 @@
 
   <div class="spacing-above-60">
     <%= link_to t('.yes_i_have_id'), next_path, class: "button button--primary button--wide text--centered", "data-track-click": "triage-gyr-id-gyr" %>
-    <%= link_to t('.no_diy'), Diy::FileYourselfController.to_path_helper, class: "button button--wide text--centered", "data-track-click": "triage-gyr-id-file-myself" %>
+    <%= link_to t('.no_diy'), Diy::QualificationsController.to_path_helper, class: "button button--wide text--centered", "data-track-click": "triage-gyr-id-file-myself" %>
   </div>
 <% end %>
diff --git a/app/views/shared/_diy_card.html.erb b/app/views/shared/_diy_card.html.erb
@@ -7,7 +7,7 @@
   </div>
   <div class="button-wrapper">
     <div>
-      <%= link_to t("general.get_started"), diy_file_yourself_path, "data-track-click": "service-comparison-diy", class: "button text--centered button--wide" %>
+      <%= link_to t("general.get_started"), diy_qualifications_path, "data-track-click": "service-comparison-diy", class: "button text--centered button--wide" %>
     </div>
   </div>
   <div class="service-card--list">
diff --git a/app/views/shared/_service_comparison.html.erb b/app/views/shared/_service_comparison.html.erb
@@ -1,4 +1,4 @@
-<div class="slab slab--service-comparison">
+<div class="slab slab--service-comparison" id="service-comparison">
   <div class="grid">
     <div class="service-comparison">
       <h1 class="title spacing-above-0">
diff --git a/app/views/shared/_virtual_vita_card.html.erb b/app/views/shared/_virtual_vita_card.html.erb
@@ -8,7 +8,7 @@
   <div class="button-wrapper">
     <div>
       <% if open_for_gyr_intake? %>
-        <%= link_to t("general.get_started"), Questions::PersonalInfoController.to_path_helper, class:  "button text--centered button--wide", "data-track-click": "service-comparison-full-service" %>
+        <%= link_to t("general.get_started"), Questions::QualificationsController.to_path_helper, class:  "button text--centered button--wide", "data-track-click": "service-comparison-full-service" %>
       <% else %>
         <%= link_to t("general.get_started"), new_signup_path, class: "button text--centered button--wide", "data-track-click": "service-comparison-full-service" %>
       <% end %>
diff --git a/config/locales/en.yml b/config/locales/en.yml
@@ -108,6 +108,21 @@ en:
         - File taxes online on your own using our partner website. This is our quickest option for households earning under $89,000 to file taxes and collect the tax credits you are owed!
         - To get started, we’ll need to collect some basic information.
         title: File taxes on your own
+    qualifications:
+      edit:
+        button_1: Yes, I qualify
+        button_2: No, find another option
+        not_included:
+          header: "✗ Not included"
+          p1: Filing tax returns for 2020-2024
+        qualifications:
+          header: "✓ Qualifications"
+          p1: US citizen or resident
+          p2: Non-resident international students
+          p3: Must have ID numbers and income tax information to submit
+          p4: Household income under $89,000
+        subtitle: This service helps you file your federal and state tax return and maximize your refund.
+        title: Use DIY to file your Federal and State taxes—confirm you qualify to get started
   documents:
     documents_help:
       show:
@@ -5834,6 +5849,21 @@ en:
       phone_number_can_receive_texts:
         standard_rates_apply: Standard message rates apply. We will not share your information with any outside parties.
         title: Can we text the phone number you previously entered?
+      qualifications:
+        button_1: Yes, I qualify
+        button_2: No, find another option
+        not_included:
+          header: "✗ Not included"
+          p1: Cryptocurrency
+          p2: Rental income
+          p3: Farm income
+        qualifications:
+          header: "✓ Qualifications"
+          p1: US citizen or resident
+          p2: Must have digital copies of your IDs and documents to submit
+          p3: Suggested household income under $67,000
+        subtitle: This service helps you file your federal and state tax return and maximize your refund.
+        title: Use Virtual VITA to file your Federal and State taxes—confirm you qualify to get started
       received_alimony:
         help_text: Answer "Yes" even if you did not receive an official IRS document about the alimony. Do not include child support you received.
         title:
diff --git a/config/locales/es.yml b/config/locales/es.yml
@@ -108,6 +108,21 @@ es:
         - Presente tus impuestos en línea por su cuenta usando nuestro sitio web asociado. ¡Esta es nuestra opción más rápida para los hogares que ganan menos de $89,000 para declarar impuestos y cobrar los créditos tributarios que se le deben!
         - Para comenzar, necesitaremos recopilar información básica.
         title: "¡Declare aquí sus impuestos usted mismo!"
+    qualifications:
+      edit:
+        button_1: Sí, califico
+        button_2: No, buscar otra opción
+        not_included:
+          header: "✗ No incluye"
+          p1: Presentación de declaraciones de impuestos de los años 2020 a 2024
+        qualifications:
+          header: "✓ Requisitos"
+          p1: Ciudadano o residente de los Estados Unidos
+          p2: Estudiantes internacionales no residentes
+          p3: Debe tener números de identificación e información de ingresos para poder presentar la declaración
+          p4: Menos de $89,000 de ingresos en el hogar
+        subtitle: Este servicio le ayuda a presentar sus declaraciones de impuestos federales y estatales y a maximizar su reembolso.
+        title: Use DIY para presentar sus impuestos federales y estatales - Para comenzar aseurese de que califica
   documents:
     documents_help:
       show:
@@ -5846,6 +5861,21 @@ es:
       phone_number_can_receive_texts:
         standard_rates_apply: Se aplican las tarifas estándar de los mensajes. No compartiremos su información con terceros.
         title: "¿Podemos enviarle mensajes de texto al número de teléfono que indicó anteriormente?"
+      qualifications:
+        button_1: Sí, califico
+        button_2: No, buscar otra opción
+        not_included:
+          header: "✗ No incluye"
+          p1: Ingresos por criptomonedas
+          p2: Ingresos por alquiler
+          p3: Ingresos agrícolas
+        qualifications:
+          header: "✓ Requisitos"
+          p1: Ciudadano o residente de los Estados Unidos
+          p2: Debe tener copias digitales de sus identificaciones y documentos para poder presentar la declaración
+          p3: Menos de $67,000 de ingresos en el hogar (sugerido)
+        subtitle: Este servicio le ayuda a presentar sus declaraciones de impuestos federales y estatales y a maximizar su reembolso.
+        title: Use VITA virtual para presentar sus impuestos federales y estatales - Para comenzar aseurese de que califica
       received_alimony:
         help_text: Responda "Sí" incluso si no recibió un documento oficial del IRS sobre la pensión alimenticia. No incluya la manutención de niños que recibió.
         title:
diff --git a/config/routes.rb b/config/routes.rb
@@ -128,8 +128,8 @@ def scoped_navigation_routes(context, navigation)
                 via: :put
         end
       end
-      get "/diy", to: redirect { Diy::FileYourselfController.to_path_helper }
-      get "/diy/email", to: redirect { Diy::FileYourselfController.to_path_helper }
+      get "/diy", to: redirect { Diy::QualificationsController.to_path_helper }
+      get "/diy/email", to: redirect { Diy::QualificationsController.to_path_helper }
       get "/diy/click_fsa_link", to: "diy/continue_to_fsa#click_fsa_link", as: :click_fsa_link
 
       unless Rails.env.production?
diff --git a/spec/controllers/diy/file_yourself_controller_spec.rb b/spec/controllers/diy/file_yourself_controller_spec.rb
@@ -114,16 +114,4 @@
       end
     end
   end
-
-  describe "redirects", type: :request do
-    it "redirects from /diy to this page's main URL" do
-      get "/en/diy"
-      expect(response).to redirect_to Diy::FileYourselfController.to_path_helper
-    end
-
-    it "redirects from /diy/email to this page's main URL" do
-      get "/en/diy/email"
-      expect(response).to redirect_to Diy::FileYourselfController.to_path_helper
-    end
-  end
 end
diff --git a/spec/controllers/diy/qualifications_controller_spec.rb b/spec/controllers/diy/qualifications_controller_spec.rb
@@ -0,0 +1,41 @@
+require "rails_helper"
+
+RSpec.describe Diy::QualificationsController do
+  describe "#edit" do
+    before do
+      allow(controller).to receive(:open_for_diy?).and_return(open_for_diy)
+    end
+
+    context "when app if open for DIY" do
+      let(:open_for_diy) { true }
+
+      it "is 200 OK 👍" do
+        get :edit
+
+        expect(response).to be_ok
+      end
+    end
+
+    context "when app is closed for DIY" do
+      let(:open_for_diy) { false }
+
+      it "redirects to the root path" do
+        get :edit
+
+        expect(response).to redirect_to(root_path)
+      end
+    end
+  end
+
+  describe "redirects", type: :request do
+    it "redirects from /diy to this page's main URL" do
+      get "/en/diy"
+      expect(response).to redirect_to Diy::QualificationsController.to_path_helper
+    end
+
+    it "redirects from /diy/email to this page's main URL" do
+      get "/en/diy/email"
+      expect(response).to redirect_to Diy::QualificationsController.to_path_helper
+    end
+  end
+end
diff --git a/spec/controllers/questions/qualifications_controller_spec.rb b/spec/controllers/questions/qualifications_controller_spec.rb
@@ -0,0 +1,38 @@
+require "rails_helper"
+
+RSpec.describe Questions::QualificationsController do
+  describe ".show?" do
+    let!(:intake) { create :intake }
+
+    it "returns true" do
+      expect(Questions::QualificationsController.show?(intake)).to eq true
+    end
+  end
+
+  describe "#edit" do
+    before do
+      allow(controller).to receive(:open_for_gyr_intake?).and_return(open_for_gyr)
+    end
+
+    context "when app if open for GYR" do
+      let(:open_for_gyr) { true }
+
+      it "is 200 OK 👍" do
+        get :edit
+
+        expect(response).to be_ok
+      end
+    end
+
+    context "when app is closed for GYR" do
+      let(:open_for_gyr) { false }
+
+      it "redirects to the root path" do
+        get :edit
+
+        expect(response).to redirect_to(root_path)
+      end
+    end
+  end
+end
+
diff --git a/spec/features/web_intake/new_joint_filers_spec.rb b/spec/features/web_intake/new_joint_filers_spec.rb
@@ -46,6 +46,13 @@ def intake_up_to_documents(backtax_year_offsets: [0, 2])
       click_on "Continue to example"
     end
 
+    page_change_block do
+      screenshot_after do
+        expect(page).to have_text(I18n.t("views.questions.qualifications.title"))
+      end
+      click_on I18n.t("views.questions.qualifications.button_1")
+    end
+
     page_change_block do
       screenshot_after do
         # Interview time preferences
diff --git a/spec/features/web_intake/new_single_filer_spec.rb b/spec/features/web_intake/new_single_filer_spec.rb
diff --git a/spec/features/web_intake/routing_spec.rb b/spec/features/web_intake/routing_spec.rb

-Original file line number
+Diff line change
@@ @@ -0,0 +1,4 @@ @@
 +module Diy
 +  class QualificationsController < BaseController
 +  end
 +end