[Fyst-1224] nc screener flow

app/controllers/state_file/questions/nc_eligibility_residence_controller.rb → app/controllers/state_file/questions/nc_eligibility_controller.rb

@@ -1,7 +1,7 @@
 module StateFile
   module Questions
-    class NcEligibilityResidenceController < QuestionsController
+    class NcEligibilityController < QuestionsController
       include EligibilityOffboardingConcern
     end
   end
-end
+end

app/forms/state_file/nc_eligibility_form.rb

@@ -0,0 +1,9 @@
+module StateFile
+  class NcEligibilityForm < QuestionsForm
+    set_attributes_for :intake, :eligibility_ed_loan_cancelled, :eligibility_ed_loan_emp_payment
+
+    def save
+      @intake.update(attributes_for(:intake))
+    end
+  end
+end

app/lib/navigation/state_file_nc_question_navigation.rb

@@ -4,8 +4,8 @@ class StateFileNcQuestionNavigation < Navigation::StateFileBaseQuestionNavigatio
 
     SECTIONS = [
       Navigation::NavigationSection.new("state_file.navigation.section_1", [
-        Navigation::NavigationStep.new(StateFile::Questions::NcEligibilityResidenceController),
-        Navigation::NavigationStep.new(StateFile::Questions::NcEligibilityOutOfStateIncomeController),
+        # Navigation::NavigationStep.new(StateFile::Questions::NcEligibilityOutOfStateIncomeController),
+        Navigation::NavigationStep.new(StateFile::Questions::NcEligibilityController),
         Navigation::NavigationStep.new(StateFile::Questions::EligibilityOffboardingController, false),
         Navigation::NavigationStep.new(StateFile::Questions::EligibleController),
       ]),

app/models/state_file_base_intake.rb

@@ -325,7 +325,7 @@ def submission_efile_device_info
   end
 
   def save_nil_enums_with_unfilled
-    keys_with_unfilled = self.defined_enums.map { |e| e.first if e.last.include?("unfilled") }
+    keys_with_unfilled = self.defined_enums.map { |e| e.first if e.last.include?("unfilled") }.compact
     keys_with_unfilled.each do |key|
       if self.send(key).nil?
         self.send("#{key}=", "unfilled")
@@ -345,7 +345,6 @@ def increment_failed_attempts
   end
 
   def controller_for_current_step
-
     if efile_submissions.present?
       StateFile::Questions::ReturnStatusController
     else
@@ -359,7 +358,7 @@ def controller_for_current_step
     else
       StateFile::Questions::TermsAndConditionsController
     end
-    
+
   end
 
   def self.opted_out_state_file_intakes(email)

app/models/state_file_nc_intake.rb

@@ -14,6 +14,8 @@
 #  date_electronic_withdrawal        :date
 #  df_data_import_succeeded_at       :datetime
 #  df_data_imported_at               :datetime
+#  eligibility_ed_loan_cancelled     :integer          default("no"), not null
+#  eligibility_ed_loan_emp_payment   :integer          default("no"), not null
 #  eligibility_lived_in_state        :integer          default("unfilled"), not null
 #  eligibility_out_of_state_income   :integer          default("unfilled"), not null
 #  eligibility_withdrew_529          :integer          default("unfilled"), not null
@@ -85,10 +87,14 @@ class StateFileNcIntake < StateFileBaseIntake
   enum sales_use_tax_calculation_method: { unfilled: 0, automated: 1, manual: 2 }, _prefix: :sales_use_tax_calculation_method
   enum untaxed_out_of_state_purchases: { unfilled: 0, yes: 1, no: 2 }, _prefix: :untaxed_out_of_state_purchases
   enum tribal_member: { unfilled: 0, yes: 1, no: 2 }, _prefix: :tribal_member
+
   enum eligibility_withdrew_529: { unfilled: 0, yes: 1, no: 2 }, _prefix: :eligibility_withdrew_529
   enum eligibility_lived_in_state: { unfilled: 0, yes: 1, no: 2 }, _prefix: :eligibility_lived_in_state
   enum eligibility_out_of_state_income: { unfilled: 0, yes: 1, no: 2 }, _prefix: :eligibility_out_of_state_income
 
+  enum eligibility_ed_loan_cancelled: { no: 0, yes: 1 }, _prefix: :eligibility_ed_loan_cancelled
+  enum eligibility_ed_loan_emp_payment: { no: 0, yes: 1 }, _prefix: :eligibility_ed_loan_emp_payment
+
   def calculate_sales_use_tax
     nc_taxable_income = calculator.lines[:NCD400_LINE_14].value
     calculator.calculate_use_tax(nc_taxable_income)
@@ -103,9 +109,8 @@ def disqualifying_df_data_reason
 
   def disqualifying_eligibility_rules
     {
-      eligibility_lived_in_state: "no",
-      eligibility_out_of_state_income: "yes",
-      eligibility_withdrew_529: "yes"
+      eligibility_ed_loan_cancelled: "yes",
+      eligibility_ed_loan_emp_payment: "yes"
     }
   end
 end

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

@@ -0,0 +1,20 @@
+<% title = t(".title", filing_year: current_tax_year) %>
+
+<% content_for :page_title, title %>
+<% content_for :card do %>
+  <h1 class="h2 spacing-below-5"><%= t(".title", filing_year: current_tax_year) %></h1>
+  <p class="spacing-below-15 spacing-above-0"><%= t(".subtitle") %></p>
+
+  <%= form_with model: @form, url: { action: :update }, local: true, method: "put", builder: VitaMinFormBuilder do |f| %>
+    <div class="white-group">
+      <p class="text--bold"><%= t('.question', filing_year: current_tax_year) %></p>
+      <div class="tight-checkboxes spacing-above-0 spacing-below-0">
+        <%= f.cfa_checkbox(:eligibility_ed_loan_emp_payment, t(".eligibility_ed_loan_emp_payment"), options: { checked_value: "yes", unchecked_value: "no" }) %>
+        <%= f.cfa_checkbox(:eligibility_ed_loan_cancelled, t(".eligibility_ed_loan_cancelled"), options: { checked_value: "yes", unchecked_value: "no" }) %>
+        <%= f.cfa_checkbox(:none, t(".none"), options: { checked_value: "no", unchecked_value: "no" }) %>
+      </div>
+    </div>
+
+    <%= f.continue %>
+  <% end %>
+<% end %>

config/locales/en.yml

@@ -2417,6 +2417,8 @@ en:
           body_html: You cannot use this tool this year because you %{ineligible_reason}. <strong>Is this a mistake?</strong> <a href=%{prev_link}>Go back to correct.</a>
           ineligible_reason:
             eligibility_529_for_non_qual_expense: withdrew money from a 529 college savings account and used it for a non-qualifying expense in %{filing_year}
+            eligibility_ed_loan_cancelled: had a student loan debt canceled under the American Rescue Plan Act.
+            eligibility_ed_loan_emp_payment: received a Qualified Education Loan Payment paid by your employer.
             eligibility_emergency_rental_assistance: received emergency rental assistance in %{filing_year}
             eligibility_home_different_areas: or your spouse had your permanent homes in two different counties, cities, towns, or taxing areas on the last day the tax year
             eligibility_homebuyer_withdrawal: withdrew money from a first-time homebuyer account and used it for anything other than purchasing a home
@@ -2831,23 +2833,14 @@ en:
         edit:
           county: County
           title: Select the county where you lived on December 31st, %{filing_year}
-      nc_eligibility_out_of_state_income:
+      nc_eligibility:
         edit:
-          out_of_state_income_html: Did you (or your spouse, if you’re filing together) earn any income in another state in %{filing_year}? (This includes unemployment income <strong>received</strong> from another state.)
-          reveal:
-            list1: You withdrew money from a 529 account and used it for qualifying expenses, or
-            list2: You didn't withdraw money from a 529 account at all.
-            p1: Qualifying expenses include tuition and fees, books, equipment (including computers and other tech), room and board, apprenticeship programs, and K-12 tuition up to $10,000.
-            p2: Most other uses of funds are non-qualifying expenses, including college application and testing fees, transportation costs, health insurance, and extracurricular costs.
-            subtitle: 'Select ''no'' if:'
-            title: What are qualifying and non- qualifying expenses?
-          title: First, let's see if you can use this tool to file your taxes
-          withdraw_529_html: Did you (or your spouse, if you’re filing together) withdraw money from a <a href="https://www.cfnc.org/save-for-college/" target="_blank" rel="noopener nofollow">529 college savings account</a> and use it for non-qualifying expenses in %{filing_year}?
-      nc_eligibility_residence:
-        edit:
-          lived_in_state_html: Did you (and your spouse, if you’re filing together) live in  %{state} for <strong>all</strong> of %{filing_year}?
-          subtitle: For the %{filing_year} tax season, this tool will only be able to serve people with specific tax situations. Please answer the following questions to find out if you can use it.
-          title: First, let's see if you can use this tool to file your taxes
+          eligibility_ed_loan_cancelled: Had a student loan canceled under the American Rescue Plan Act
+          eligibility_ed_loan_emp_payment: Received a Qualified Education Loan Payment paid by your employer
+          none: None of these apply
+          question: Did any of the following less common scenarios apply to you (or your spouse, if married filing jointly) in %{filing_year}?
+          subtitle: For this tax season, this service will only be able to serve people with specific tax situations. Please answer the following questions to find out if you can use it.
+          title: First, let's see if you can use this tool to file your %{filing_year} North Carolina taxes
       nc_primary_state_id:
         nc_primary:
           encourage_sharing: You’re encouraged to share this information, but it’s not required to file your North Carolina taxes.

config/locales/es.yml

@@ -2391,6 +2391,8 @@ es:
           body_html: No puedes usar esta herramienta este año porque tú %{ineligible_reason}. <strong>¿Es un error?</strong><a href=%{prev_link}>Regresa para corregirlo.</a>
           ineligible_reason:
             eligibility_529_for_non_qual_expense: retiraste dinero de una cuenta de ahorro universitario 529 y lo utilizaste para un gasto no calificado en el %{filing_year}
+            eligibility_ed_loan_cancelled: tenía una deuda de préstamo estudiantil cancelada bajo la Ley del Plan de Rescate Estadounidense.
+            eligibility_ed_loan_emp_payment: recibió un pago de préstamo educativo calificado pagado por su empleador.
             eligibility_emergency_rental_assistance: recibió asistencia de alquiler de emergencia en %{filing_year}
             eligibility_home_different_areas: o su cónyuge tenían sus residencias permanentes en dos condados, ciudades, pueblos o áreas impositivas diferentes el último día del año fiscal.
             eligibility_homebuyer_withdrawal: retiraron dinero de una cuenta para compradores de vivienda por primera vez y lo usaron para algo que no era comprar una vivienda.
@@ -2803,23 +2805,14 @@ es:
         edit:
           county: Condado
           title: Seleccione el condado donde vivía el 31 de diciembre de %{filing_year}
-      nc_eligibility_out_of_state_income:
+      nc_eligibility:
         edit:
-          out_of_state_income_html: "¿Usted (o su cónyuge, si presentan la declaración juntos) obtuvo algún ingreso en otro estado en %{filing_year}? (Esto incluye los ingresos por desempleo <strong>recibidos</strong> de otro estado)."
-          reveal:
-            list1: Retiró dinero de una cuenta 529 y lo usó para gastos calificados, o
-            list2: No retiraste dinero de una cuenta 529 en absoluto.
-            p1: Los gastos calificados incluyen matrícula y cuotas, libros, equipo (incluidas computadoras y otra tecnología), alojamiento y comida, programas de aprendizaje y matrícula K-12 hasta $10,000.
-            p2: La mayoría de los demás usos de los fondos son gastos no calificados, incluidas las tarifas de solicitud y exámenes universitarios, costos de transporte, seguro médico y costos extracurriculares.
-            subtitle: 'Seleccione ''no'' si:'
-            title: "¿Qué son los gastos calificados y no calificados?"
-          title: Primero, veamos si puedes usar esta herramienta para presentar tus impuestos.
-          withdraw_529_html: ¿Retiró usted (o su cónyuge, si presentan una declaración juntos) dinero de un <a href="https://www.cfnc.org/save-for-college/" target="_blank" rel="noopener nofollow">Cuenta de ahorros para la universidad 529</a> y usarla para gastos no calificados en %{filing_year}?
-      nc_eligibility_residence:
-        edit:
-          lived_in_state_html: "¿Usted (y su cónyuge, si presentan la declaración juntos) vivieron en %{state} durante <strong>todo</strong> el %{filing_year}?"
-          subtitle: Para la temporada de impuestos %{filing_year}, esta herramienta solo podrá atender a personas con situaciones tributarias específicas. Responda las siguientes preguntas para saber si puede utilizarlo.
-          title: Primero, veamos si puedes usar esta herramienta para presentar tus impuestos.
+          eligibility_ed_loan_cancelled: Tuve un préstamo estudiantil cancelado bajo la Ley del Plan de Rescate Estadounidense
+          eligibility_ed_loan_emp_payment: Recibió un pago de préstamo educativo calificado pagado por su empleador
+          none: Ninguna de estas se aplica
+          question: "¿Se aplicó a usted (o a su cónyuge, si está casado y presenta una declaración conjunta) en %{filing_year} alguno de los siguientes escenarios menos comunes?"
+          subtitle: Para esta temporada de impuestos, este servicio solo podrá atender a personas con situaciones tributarias específicas. Por favor, responda las siguientes preguntas para saber si puede utilizarlo.
+          title: Primero, veamos si puedes usar esta herramienta para presentar tus impuestos de Carolina del Norte de %{filing_year}
       nc_primary_state_id:
         nc_primary:
           encourage_sharing: Se le recomienda compartir esta información, pero no es obligatorio para presentar su declaración de impuestos de Carolina del Norte.

db/migrate/20241202184105_add_eligibility_screener_to_nc_intakes.rb

@@ -0,0 +1,6 @@
+class AddEligibilityScreenerToNcIntakes < ActiveRecord::Migration[7.1]
+  def change
+    add_column :state_file_nc_intakes, :eligibility_ed_loan_emp_payment, :integer, default: 0, null: false
+    add_column :state_file_nc_intakes, :eligibility_ed_loan_cancelled, :integer, default: 0, null: false
+  end
+end

db/schema.rb

@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.
 
-ActiveRecord::Schema[7.1].define(version: 2024_11_27_213848) do
+ActiveRecord::Schema[7.1].define(version: 2024_12_02_184105) do
   # These are extensions that must be enabled in order to support this database
   enable_extension "citext"
   enable_extension "plpgsql"
@@ -2014,6 +2014,8 @@
     t.datetime "df_data_import_failed_at"
     t.datetime "df_data_import_succeeded_at"
     t.datetime "df_data_imported_at"
+    t.integer "eligibility_ed_loan_cancelled", default: 0, null: false
+    t.integer "eligibility_ed_loan_emp_payment", default: 0, null: false
     t.integer "eligibility_lived_in_state", default: 0, null: false
     t.integer "eligibility_out_of_state_income", default: 0, null: false
     t.integer "eligibility_withdrew_529", default: 0, null: false

spec/controllers/state_file/questions/nc_eligibility_out_of_state_income_controller_spec.rb

@@ -1,6 +1,6 @@
 require 'rails_helper'
 
-RSpec.describe StateFile::Questions::NcEligibilityOutOfStateIncomeController do
+RSpec.describe StateFile::Questions::NcEligibilityController do
   describe "#update" do
     # use the eligibility_offboarding_concern shared example if the page
     # should redirect to the state file eligibility offboarding page
@@ -9,21 +9,21 @@
     it_behaves_like :eligibility_offboarding_concern, intake_factory: :state_file_nc_intake do
       let(:eligible_params) do
         {
-          state_file_nc_eligibility_out_of_state_income_form: {
-            eligibility_out_of_state_income: "no",
-            eligibility_withdrew_529: "no",
+          state_file_nc_eligibility_form: {
+            eligibility_ed_loan_cancelled: "no",
+            eligibility_ed_loan_emp_payment: "no",
           }
         }
       end
 
       let(:ineligible_params) do
         {
-          state_file_nc_eligibility_out_of_state_income_form: {
-            eligibility_out_of_state_income: "yes",
-            eligibility_withdrew_529: "yes",
+          state_file_nc_eligibility_form: {
+            eligibility_ed_loan_cancelled: "yes",
+            eligibility_ed_loan_emp_payment: "yes",
           }
         }
       end
     end
   end
-end
+end