Nj 75 medical

app/assets/stylesheets/components/_form-elements.scss

@@ -101,3 +101,7 @@
 .textarea {
   margin-bottom: 0;
 }
+
+.form-group .form-question + .text--help{
+  margin-top: 0;
+}

app/controllers/state_file/questions/nj_medical_expenses_controller.rb

@@ -0,0 +1,9 @@
+module StateFile
+  module Questions
+    class NjMedicalExpensesController < QuestionsController
+      include ReturnToReviewConcern
+
+      before_action -> { @filing_year = Rails.configuration.statefile_current_tax_year }
+    end
+  end
+end

app/forms/state_file/nj_medical_expenses_form.rb

@@ -0,0 +1,15 @@
+module StateFile
+  class NjMedicalExpensesForm < QuestionsForm
+    set_attributes_for :intake,
+                       :medical_expenses
+
+    validates_numericality_of :medical_expenses, only_integer: true, message: :round_to_whole_number
+    validates :medical_expenses, presence: true, allow_blank: false, numericality: { greater_than_or_equal_to: 0 }
+
+    def save
+      unless medical_expenses.nil?
+        @intake.update(attributes_for(:intake))
+      end
+    end
+  end
+end

app/helpers/vita_min_form_builder.rb

@@ -71,14 +71,14 @@ def vita_min_state_file_select(
     html_options_with_errors = html_options.merge(error_attributes(method: method))
 
     html_output = <<~HTML
-          <div class="form-group#{error_state(object, method)}">
-            #{formatted_label}
-            <div class="select">
-              #{select(method, collection, options, html_options_with_errors, &block)}
-            </div>
-            #{errors_for(object, method)}
-          </div>
-        HTML
+      <div class="form-group#{error_state(object, method)}">
+        #{formatted_label}
+        <div class="select">
+          #{select(method, collection, options, html_options_with_errors, &block)}
+        </div>
+        #{errors_for(object, method)}
+      </div>
+    HTML
 
     html_output.html_safe
   end
@@ -282,11 +282,12 @@ def vita_min_money_field(
       method,
       label_text,
       options: {},
-      classes: []
+      classes: [],
+      help_text: nil
     )
     text_field_options = standard_options.merge(
       class: (classes + ["text-input money-input"]).join(" "),
-      ).merge(options).merge(error_attributes(method: method)).merge(placeholder: '0.00')
+      ).merge(error_attributes(method: method)).merge(placeholder: '0.00').merge(options)
 
     text_field_options[:id] ||= sanitized_id(method)
     options[:input_id] ||= sanitized_id(method)
@@ -301,6 +302,7 @@ def vita_min_money_field(
       prefix: '$',
       options: options,
       wrapper_classes: wrapper_classes,
+      help_text: help_text
       )
 
     html_output = <<~HTML
@@ -412,9 +414,9 @@ def continue(value = I18n.t("general.continue"))
   def warning_for_select(element_id, permitted_values, msg)
     @template.content_tag(:div, msg,
       class: "warning warning-for-select",
-      "data-warning-for-select": element_id,
+      'data-warning-for-select': element_id,
       style: "display:none",
-      "data-permitted": permitted_values.to_json
+      'data-permitted': permitted_values.to_json
     )
   end
 end

app/lib/efile/line_data.yml

@@ -578,6 +578,8 @@ NJ1040_LINE_27:
   label: '27 Total Income (Add lines 15, 16a, and 20a)'
 NJ1040_LINE_29:
   label: "29 New Jersey Gross Income (Subtract line 28c from line 27) (See instructions)"
+NJ1040_LINE_31:
+  label: "Medical Expenses (See Worksheet F and instructions)"
 NJ1040_LINE_38:
   label: "38 Total Exemptions and Deductions (Add lines 30 through 37c)"
 NJ1040_LINE_39:

app/lib/efile/nj/nj1040_calculator.rb

@@ -20,6 +20,7 @@ def calculate
         set_line(:NJ1040_LINE_15, :calculate_line_15)
         set_line(:NJ1040_LINE_27, :calculate_line_27)
         set_line(:NJ1040_LINE_29, :calculate_line_29)
+        set_line(:NJ1040_LINE_31, :calculate_line_31)
         set_line(:NJ1040_LINE_38, :calculate_line_38)
         set_line(:NJ1040_LINE_39, :calculate_line_39)
         set_line(:NJ1040_LINE_40A, :calculate_line_40a)
@@ -186,8 +187,16 @@ def calculate_line_29
         calculate_line_27
       end
 
+      def calculate_line_31
+        two_percent_gross = calculate_line_29 * 0.02
+        difference_with_med_expenses = @intake.medical_expenses - two_percent_gross
+        rounded_difference = difference_with_med_expenses.round
+        return rounded_difference if rounded_difference.positive?
+        nil
+      end
+
       def calculate_line_38
-        calculate_line_13
+        calculate_line_13 + line_or_zero(:NJ1040_LINE_31)
       end
 
       def calculate_line_39

app/lib/navigation/state_file_nj_question_navigation.rb

@@ -31,6 +31,7 @@ class StateFileNjQuestionNavigation < Navigation::StateFileBaseQuestionNavigatio
                                           Navigation::NavigationStep.new(StateFile::Questions::NameDobController),
                                           Navigation::NavigationStep.new(StateFile::Questions::NjCountyController),
                                           Navigation::NavigationStep.new(StateFile::Questions::NjMunicipalityController),
+                                          Navigation::NavigationStep.new(StateFile::Questions::NjMedicalExpensesController),
                                           Navigation::NavigationStep.new(StateFile::Questions::NjHouseholdRentOwnController),
                                           Navigation::NavigationStep.new(StateFile::Questions::NjHomeownerEligibilityController),
                                           Navigation::NavigationStep.new(StateFile::Questions::NjTenantEligibilityController),

app/lib/pdf_filler/nj1040_pdf.rb

@@ -124,6 +124,20 @@ def hash_for_pdf
                                                  ]))
       end
 
+      if @xml_document.at("Body MedicalExpenses")
+        medical_expenses = @xml_document.at("Body MedicalExpenses").text.to_i
+        answers.merge!(insert_digits_into_fields(medical_expenses, [
+                                                   "219",
+                                                   "undefined_93",
+                                                   "218",
+                                                   "217",
+                                                   "undefined_92",
+                                                   "216",
+                                                   "215",
+                                                   "31"
+                                                 ]))
+      end
+
       if @xml_document.at("TotalExemptDeductions")
         total_exemptions = @xml_document.at("TotalExemptDeductions").text.to_i
         answers.merge!(insert_digits_into_fields(total_exemptions, [

app/lib/submission_builder/ty2024/states/nj/documents/nj1040.rb

@@ -109,6 +109,11 @@ def document
                   end
 
                   xml.TotalExemptionAmountB calculated_fields.fetch(:NJ1040_LINE_13)
+
+                  if calculated_fields.fetch(:NJ1040_LINE_31)
+                    xml.MedicalExpenses calculated_fields.fetch(:NJ1040_LINE_31)
+                  end
+
                   xml.TotalExemptDeductions calculated_fields.fetch(:NJ1040_LINE_38)
 
                   if calculated_fields.fetch(:NJ1040_LINE_39) > 0

app/models/state_file_nj_intake.rb

@@ -36,6 +36,7 @@
 #  last_sign_in_ip                                        :inet
 #  locale                                                 :string           default("en")
 #  locked_at                                              :datetime
+#  medical_expenses                                       :integer          default(0), not null
 #  message_tracker                                        :jsonb
 #  municipality_code                                      :string
 #  municipality_name                                      :string

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

@@ -0,0 +1,41 @@
+<%
+  title = t(".title", filing_year: @filing_year)
+  content_for :page_title, title
+%>
+
+<% content_for :card do %>
+  <h1 class="h2"><%= t(".title") %></h1>
+  <%= t(".description_html") %>
+
+  <%= form_with model: @form, url: { action: :update }, local: true, method: "put", builder: VitaMinFormBuilder do |f| %>
+    <div class="white-group">
+      <%= f.vita_min_money_field(
+        :medical_expenses,
+        t('.label', filing_year: @filing_year),
+        help_text: t('.help_text'),
+        classes: ["form-width--long"],
+        options: { placeholder: "" }
+    ) %>
+    </div>
+
+    <p><%= t(".do_not_claim") %></p>
+
+    <div class="reveal">
+        <h2 style="margin-bottom: 0">
+            <a class="reveal__link" aria-controls="nj-medical-details" aria-expanded="false">
+                <%= t('.learn_more_title') %>
+            </a>
+        </h2>
+        <div class="reveal__content" id="nj-medical-details">
+            <p><%= t('.learn_more_meaning') %>:</p>
+            <ul class="list--bulleted"><%= t('.learn_more_content_html') %></ul>
+            <p><%= t('.learn_more_note_html') %></p>
+        </div>
+    </div>
+
+    <% if params[:return_to_review].present? %>
+      <%= hidden_field_tag "return_to_review", params[:return_to_review] %>
+    <% end %>
+    <%= f.continue %>
+  <% end %>
+<% end %>

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

@@ -61,6 +61,17 @@
       </div>
     </div>
   <% end %>
+
+  <div id="medical_expenses" class="white-group">
+    <div class="spacing-below-5">
+      <p class="text--bold spacing-below-5"><%=t(".medical_expenses") %></p>
+      <p><%= number_to_currency(current_intake.medical_expenses) %></p>
+      <%= link_to StateFile::Questions::NjMedicalExpensesController.to_path_helper(return_to_review: "y"), class: "button--small" do %>
+        <%= t("general.edit") %>
+        <span class="sr-only"><%= t(".medical_expenses") %></span>
+      <% end %>
+    </div>
+  </div>
 
   <%= render "state_file/questions/shared/review_footer" %>
 <% end %>

config/locales/en.yml

@@ -2639,6 +2639,29 @@ en:
         edit:
           helper_description: Please continue to see what else we can guide you to qualify for.
           title: Looks like you’re not eligible for this credit.
+      nj_medical_expenses:
+        edit:
+          description_html: |-
+            <p>This includes expenses for yourself, your spouse, and your dependents.</p>
+            <p>Only expenses that exceed 2% of your gross income may be deducted.</p>
+            <p>You can’t deduct expenses for which you were reimbursed through your health insurance plan.</p>
+          do_not_claim: If you do not want to claim this deduction, click “Continue”.
+          help_text: Estimates are ok. For example, $3000.
+          label: Non-reimbursed medical expenses paid in %{filing_year}
+          learn_more_content_html: |-
+            <li>Physicians, dental, and other medical fees</li><li>Prescription eyeglasses and contact lenses</li>
+            <li>Hospital care</li>
+            <li>Nursing care</li>
+            <li>Medicines and drugs</li><li>Prosthetic devices</li>
+            <li>X‑rays and other diagnostic services conducted by or directed by a physician or dentist</li>
+            <li>Amounts paid for transportation primarily for and essential to medical care</li>
+            <li>Insurance (including amounts paid as premiums under Part B of Title XVIII of the Social Security Act, relating to supplementary medical insurance for the aged) covering medical care</li>
+          learn_more_meaning: Medical expenses means non-reimbursed payments for costs such as
+          learn_more_note_html: |-
+            Note: In NJ, if you are paying for your adult child’s health insurance (ages 18 to 27), this can only be deducted as a medical expense <a href="https://www.nj.gov/treasury/taxation/pdf/pubs/tams/tam14.pdf" target="blank" rel=
+            oopener noreferrer">if the child was your dependent.</a>
+          learn_more_title: What are medical expenses?
+          title: You can deduct medical expenses.
       nj_municipality:
         edit:
           helper_description_html: If the place where you live is not listed, use the <a href="https://www.nj.gov/nj/gov/county/localities.html" target="_blank" rel="noopener nofollow">NJ state locality tool</a> to get the name of your municipality.
@@ -2649,6 +2672,7 @@ en:
         edit:
           county: County
           household_rent_own: Rent or own home
+          medical_expenses: Medical expenses
           municipality: Municipality
           primary_disabled: I have a disability
           property_tax_paid: Property taxes paid

config/locales/es.yml

@@ -2613,6 +2613,29 @@ es:
         edit:
           helper_description: Continúe viendo para qué más podemos ayudarlo a calificar.
           title: Parece que no eres elegible para este crédito.
+      nj_medical_expenses:
+        edit:
+          description_html: |-
+            <p>This includes expenses for yourself, your spouse, and your dependents.</p>
+            <p>Only expenses that exceed 2% of your gross income may be deducted.</p>
+            <p>You can’t deduct expenses for which you were reimbursed through your health insurance plan.</p>
+          do_not_claim: If you do not want to claim this deduction, click “Continue”.
+          help_text: Estimates are ok. For example, $3000.
+          label: Non-reimbursed medical expenses paid in %{filing_year}
+          learn_more_content_html: |-
+            <li>Physicians, dental, and other medical fees</li><li>Prescription eyeglasses and contact lenses</li>
+            <li>Hospital care</li>
+            <li>Nursing care</li>
+            <li>Medicines and drugs</li><li>Prosthetic devices</li>
+            <li>X‑rays and other diagnostic services conducted by or directed by a physician or dentist</li>
+            <li>Amounts paid for transportation primarily for and essential to medical care</li>
+            <li>Insurance (including amounts paid as premiums under Part B of Title XVIII of the Social Security Act, relating to supplementary medical insurance for the aged) covering medical care</li>
+          learn_more_meaning: Medical expenses means non-reimbursed payments for costs such as
+          learn_more_note_html: |-
+            Note: In NJ, if you are paying for your adult child’s health insurance (ages 18 to 27), this can only be deducted as a medical expense <a href="https://www.nj.gov/treasury/taxation/pdf/pubs/tams/tam14.pdf" target="blank" rel=
+            oopener noreferrer">if the child was your dependent.</a>
+          learn_more_title: What are medical expenses?
+          title: You can deduct medical expenses.
       nj_municipality:
         edit:
           helper_description_html: Si el lugar donde usted vive no aparece en la lista, utilice la <a href="https://www.nj.gov/nj/gov/county/localities.html" target="_blank" rel="noopener nofollow">herramienta de localidad del estado de New Jersey</a> para obtener el nombre de su municipio.
@@ -2623,6 +2646,7 @@ es:
         edit:
           county: Condado
           household_rent_own: Vivienda en alquiler o en propiedad propia
+          medical_expenses: Gastos médicos
           municipality: Municipio
           primary_disabled: Primary disabled
           property_tax_paid: Impuestos sobre la propiedad pagados

db/migrate/20241007210254_add_medical_expenses_to_nj_intake.rb

@@ -0,0 +1,5 @@
+class AddMedicalExpensesToNjIntake < ActiveRecord::Migration[7.1]
+  def change
+    add_column :state_file_nj_intakes, :medical_expenses, :integer, default: 0, null: false
+  end
+end

db/schema.rb

@@ -2062,6 +2062,7 @@
     t.inet "last_sign_in_ip"
     t.string "locale", default: "en"
     t.datetime "locked_at"
+    t.integer "medical_expenses", default: 0, null: false
     t.jsonb "message_tracker", default: {}
     t.string "municipality_code"
     t.string "municipality_name"

spec/controllers/state_file/questions/nj_medical_expenses.rb

@@ -0,0 +1,35 @@
+require "rails_helper"
+
+RSpec.describe StateFile::Questions::NjCountyController do
+  let(:intake) { create :state_file_nj_intake }
+  before do
+    sign_in intake
+  end
+
+  describe "#edit" do
+    render_views
+    it 'succeeds' do
+      get :edit
+      expect(response).to be_successful
+    end
+
+    describe "#update" do 
+      context "when a user has medical expenses" do
+        let(:form_params) {
+          {
+            state_file_nj_medical_expenses_form: {
+              medical_expenses: 1000,
+            }
+          }
+        }
+
+        it "saves the correct value for renter" do
+          post :update, params: form_params
+
+          intake.reload
+          expect(intake.medical_expenses).to eq 1000
+        end
+      end
+    end
+  end
+end

spec/factories/state_file_nj_intakes.rb

@@ -36,6 +36,7 @@
 #  last_sign_in_ip                                        :inet
 #  locale                                                 :string           default("en")
 #  locked_at                                              :datetime
+#  medical_expenses                                       :integer          default(0), not null
 #  message_tracker                                        :jsonb
 #  municipality_code                                      :string
 #  municipality_name                                      :string