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TaiWilkinTaiWilkin
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Add annuities (#21623)
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‎modules/income_and_assets/lib/income_and_assets/pdf_fill/forms/va21p0969.rb‎

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@@ -566,6 +566,110 @@ class Va21p0969 < ::PdfFill::Forms::FormBase
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question_text: 'DO YOU HAVE ANY ADDITIONAL AUTHORITY OR CONTROL OF THE TRUST?'
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}
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},
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# 9a
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'annuity' => { key: 'F[0].#subform[8].DependentsEstablishedAnnuity9a[0]' },
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'annuities' => {
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limit: 1,
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first_key: 'establishedDate',
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# 9b
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'establishedDate' => {
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'month' => { key: "F[0].#subform[8].DateAnnuityWasEstablishedMonth[#{ITERATOR}]" },
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'day' => { key: "F[0].#subform[8].DateAnnuityWasEstablishedDay[#{ITERATOR}]" },
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'year' => { key: "F[0].#subform[8].DateAnnuityWasEstablishedYear[#{ITERATOR}]" }
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},
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'establishedDateOverflow' => {
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question_num: 9,
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question_suffix: '(b)',
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question_text: 'SPECIFY DATE ANNUITY WAS ESTABLISHED'
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},
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# 9c
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'marketValueAtEstablishment' => {
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'millions' => { key: "F[0].#subform[8].MarketAnnuity1_9c[#{ITERATOR}]" },
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'thousands' => { key: "F[0].#subform[8].MarketAnnuity2_9c[#{ITERATOR}]" },
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'dollars' => { key: "F[0].#subform[8].MarketAnnuity3_9c[#{ITERATOR}]" },
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'cents' => { key: "F[0].#subform[8].MarketAnnuity4_9c[#{ITERATOR}]" }
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},
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'marketValueAtEstablishmentOverflow' => {
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question_num: 9,
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question_suffix: '(c)',
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question_text: 'SPECIFY MARKET VALUE OF ASSET AT TIME OF ANNUITY PURCHASE'
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},
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# 9d
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'addedFundsAfterEstablishment' => { key: 'F[0].#subform[8].AddedFundsToAnnuity9d[0]' },
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'addedFundsAfterEstablishmentOverflow' => {
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question_num: 9,
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question_suffix: '(d)',
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question_text: 'HAVE YOU ADDED FUNDS TO THE ANNUITY IN THE CURRENT OR PRIOR THREE YEARS?'
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},
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# 9e
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'addedFundsDate' => {
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'month' => { key: "F[0].#subform[8].DateAdditionalFundsTransferredMonth[#{ITERATOR}]" },
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'day' => { key: "F[0].#subform[8].DateAdditionalFundsTransferredDay[#{ITERATOR}]" },
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'year' => { key: "F[0].#subform[8].DateAdditionalFundsTransferredYear[#{ITERATOR}]" }
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},
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'addedFundsDateOverflow' => {
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question_num: 9,
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question_suffix: '(e)',
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question_text: 'WHEN DID YOU ADD FUNDS?'
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},
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# 9f
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'addedFundsAmount' => {
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'millions' => { key: "F[0].#subform[8].HowMuchTransferred1_9f[#{ITERATOR}]" },
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'thousands' => { key: "F[0].#subform[8].HowMuchTransferred2_9f[#{ITERATOR}]" },
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'dollars' => { key: "F[0].#subform[8].HowMuchTransferred3_9f[#{ITERATOR}]" },
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'cents' => { key: "F[0].#subform[8].HowMuchTransferred4_9f[#{ITERATOR}]" }
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},
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'addedFundsAmountOverflow' => {
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question_num: 9,
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question_suffix: '(f)',
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question_text: 'HOW MUCH DID YOU ADD?'
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},
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# 9g
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'revocable' => { key: "F[0].#subform[8].Annuity9g[#{ITERATOR}]" },
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'revocableOverflow' => {
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question_num: 9,
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question_suffix: '(g)',
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question_text: 'IS THE ANNUITY REVOCABLE OR IRREVOCABLE?'
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},
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# 9h
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'receivingIncomeFromAnnuity' => { key: "F[0].#subform[8].ReceiveIncomeFromAnnuity9h[#{ITERATOR}]" },
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'receivingIncomeFromAnnuityOverflow' => {
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question_num: 9,
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question_suffix: '(h)',
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question_text: 'DO YOU RECEIVE INCOME FROM THE ANNUNITY?'
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},
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# 9i
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'annualReceivedIncome' => {
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'millions' => { key: "F[0].#subform[8].AnnualAmountReceived1_9i[#{ITERATOR}]" },
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'thousands' => { key: "F[0].#subform[8].AnnualAmountReceived2_9i[#{ITERATOR}]" },
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'dollars' => { key: "F[0].#subform[8].AnnualAmountReceived3_9i[#{ITERATOR}]" },
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'cents' => { key: "F[0].#subform[8].AnnualAmountReceived4_9i[#{ITERATOR}]" }
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},
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'annualReceivedIncomeOverflow' => {
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question_num: 9,
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question_suffix: '(i)',
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question_text: 'IF YES IN 9H, PROVIDE ANNUAL AMOUNT RECEIVED'
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},
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# 9j
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'canBeLiquidated' => { key: "F[0].#subform[8].AnnuityLiquidated9j[#{ITERATOR}]" },
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'canBeLiquidatedOverflow' => {
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question_num: 9,
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question_suffix: '(j)',
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question_text: 'CAN THE ANNUITY BE LIQUIDATED?'
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},
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# 9k
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'surrenderValue' => {
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'millions' => { key: "F[0].#subform[8].SurrenderValue1_9k[#{ITERATOR}]" },
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'thousands' => { key: "F[0].#subform[8].SurrenderValue2_9k[#{ITERATOR}]" },
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'dollars' => { key: "F[0].#subform[8].SurrenderValue3_9k[#{ITERATOR}]" },
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'cents' => { key: "F[0].#subform[8].SurrenderValue4_9k[#{ITERATOR}]" }
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},
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'surrenderValueOverflow' => {
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question_num: 9,
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question_suffix: '(k)',
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question_text: 'IF YES IN 9J, PROVIDE THE SURRENDER VALUE'
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}
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},
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# Section 11
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# 11a
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'discontinuedIncome' => { key: 'F[0].#subform[9].DependentReceiveIncome11a[0]' },
@@ -665,6 +769,7 @@ def merge_fields(_options = {})
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expand_owned_assets
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expand_asset_transfers
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expand_trusts
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expand_annuities
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expand_discontinued_incomes
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form_data
@@ -968,6 +1073,45 @@ def expand_discontinued_income(income)
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expanded.merge(overrides)
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end
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##
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# Expands annuities by processing each annuity entry and setting an indicator
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# based on the presence of annuities.
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#
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# @note Modifies `form_data`
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#
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def expand_annuities
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annuities = form_data['annuities']
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form_data['annuity'] = annuities&.length ? 0 : 1
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form_data['annuities'] = annuities&.map { |annuity| expand_annuity(annuity) }
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end
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##
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# Expands a annuity's data by processing its attributes and transforming them into structured output
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#
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# @param annuity [Hash]
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# @return [Hash]
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#
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def expand_annuity(annuity)
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market_value = split_currency_amount_lg(annuity['marketValueAtEstablishment'], { 'millions' => 1 })
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expanded = {
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'addedFundsDate' => split_date(annuity['addedFundsDate']),
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'addedFundsAmount' => split_currency_amount_lg(annuity['addedFundsAmount'], { 'millions' => 1 }),
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'addedFundsAfterEstablishment' => annuity['addedFundsAfterEstablishment'] ? 0 : 1,
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'canBeLiquidated' => annuity['canBeLiquidated'] ? 0 : 1,
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'surrenderValue' => split_currency_amount_lg(annuity['surrenderValue'], { 'millions' => 1 }),
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'receivingIncomeFromAnnuity' => annuity['receivingIncomeFromAnnuity'] ? 0 : 1,
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'annualReceivedIncome' => split_currency_amount_lg(annuity['annualReceivedIncome'], { 'millions' => 1 }),
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'revocable' => annuity['revocable'] ? 0 : 1,
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'establishedDate' => split_date(annuity['establishedDate']),
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'marketValueAtEstablishment' => market_value
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}
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overflow = {}
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expanded.each_key do |fieldname|
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overflow["#{fieldname}Overflow"] = annuity[fieldname]
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end
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expanded.merge(overflow)
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end
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end
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end
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end

‎modules/income_and_assets/spec/fixtures/pdf_fill/21P-0969/kitchen_sink.pdf‎

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‎modules/income_and_assets/spec/fixtures/pdf_fill/21P-0969/merge_fields.json‎

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@@ -397,6 +397,58 @@
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"haveAuthorityOrControlOfTrustOverflow": true
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}
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],
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"annuities": [
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{
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"addedFundsDate": {
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"month": "02",
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"day": "02",
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"year": "2022"
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},
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"addedFundsAmount": {
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"cents": "22",
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"dollars": "222",
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"thousands": "222",
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"millions": "2"
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},
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"addedFundsAfterEstablishment": 0,
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"canBeLiquidated": 0,
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"surrenderValue": {
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"cents": "88",
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"dollars": "777",
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"thousands": "666",
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"millions": "5"
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},
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"receivingIncomeFromAnnuity": 0,
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"annualReceivedIncome": {
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"cents": "44",
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"dollars": "333",
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"thousands": "222",
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"millions": "1"
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},
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"revocable": 0,
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"establishedDate": {
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"month": "01",
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"day": "01",
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"year": "2020"
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},
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"marketValueAtEstablishment": {
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"cents": "89",
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"dollars": "568",
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"thousands": "234",
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"millions": "1"
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},
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"addedFundsDateOverflow": "2022-02-02",
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"addedFundsAmountOverflow": 2222222.22,
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"addedFundsAfterEstablishmentOverflow": true,
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"canBeLiquidatedOverflow": true,
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"surrenderValueOverflow": 5666777.88,
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"receivingIncomeFromAnnuityOverflow": true,
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"annualReceivedIncomeOverflow": 1222333.44,
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"revocableOverflow": true,
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"establishedDateOverflow": "2020-01-01",
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"marketValueAtEstablishmentOverflow": 1234568.89
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}
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],
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"discontinuedIncomes": [
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{
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"grossAnnualAmount": {
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"ownedAsset": 0,
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"assetTransfer": 0,
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"trust": 0,
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"annuity": 0,
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"discontinuedIncome": 0
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}

‎modules/income_and_assets/spec/fixtures/pdf_fill/21P-0969/overflow.pdf‎

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‎modules/income_and_assets/spec/fixtures/pdf_fill/21P-0969/overflow_extras.pdf‎

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‎modules/income_and_assets/spec/fixtures/pdf_fill/21P-0969/simple.pdf‎

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‎modules/income_and_assets/spec/lib/income_and_assets/pdf_fill/forms/va21p0969_spec.rb‎

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@@ -19,8 +19,6 @@ def basic_class
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# These are temporary changes and will be resolved as the mappings for the other sections get merged in
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# Section 6
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form_data.delete('royaltiesAndOtherProperties')
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# Section 9
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form_data.delete('annuities')
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# Section 10
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form_data.delete('unreportedAssets')
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# Section 12

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