def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_433a() dsync = DataSync(self.client) for f in self.fields: value = dsync.get(f) if value: self.fields[f].initial = value pprocs_count, ccs_count, banks_count, accrec_count, busass_count = 0, 0, 0, 0, 0 if self.instance.pk: pprocs_count = self.instance.paymentprocessors.count() ccs_count = self.instance.businessccs.count() banks_count = self.instance.businessbankaccs.count() accrec_count = self.instance.accountsreceivables.count() busass_count = self.instance.businessassets.count() self.fields['is_self_employed'].initial = True self.add_subform_checkbox('has_payment_processors', PaymentProcessorInfoForm.prefix, reltype='1xn', count=pprocs_count, max_count=2) self.add_subform_checkbox('has_creditcards', BusinessCreditCardInfoForm.prefix, reltype='1xn', count=ccs_count, max_count=3) self.add_subform_checkbox('has_bank_account', BusinessBankAccountInfoForm.prefix, reltype='1xn', count=banks_count, max_count=2) self.add_subform_checkbox('has_accounts_receivable', AccountsReceivableInfoForm.prefix, reltype='1xn', count=accrec_count, max_count=5) self.add_subform_checkbox('has_business_assets', BusinessAssetInfoForm.prefix, reltype='1xn', count=busass_count, max_count=2) self.set_widget_class('total_cash_in_banks', 'showhidewith-chk-' + BusinessBankAccountInfoForm.prefix) self.set_widget_class('bank_balance_date', 'showhidewith-chk-' + BusinessBankAccountInfoForm.prefix) self.set_widget_class('outstanding_balance', 'showhidewith-chk-' + AccountsReceivableInfoForm.prefix) self.set_widget_class('total_equity', 'showhidewith-chk-' + BusinessAssetInfoForm.prefix) self.set_widget_class('business_zipcode', 'zip-field') self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_656() dsync = DataSync(self.client, ignore='form656') income = dsync.get('net_difference', lambda: 0)() self.fields['income_info'].widget.html_text = '<span class="irsexpress_info">The Tax Payer’s available ' + \ 'monthly income is <span class="data">$%s</span></span>' % intcomma_force(income) self.fields['monthly_income'].initial = income self.fields['suggestion_lumpsum'].widget.html_text = \ 'The Taxpayer is <span class="decision"><span id="lumpsum_decision">NOT</span> eligible</span> ' + \ 'for an Offer in Compromise' chk_fields = [('lump_sum_cash', 'debt_total', 'assessed_date', 'monthly_income', 'statute_exp_date', 'statute_months_avail', 'can_pay', 'suggestion_lumpsum', 'suggested_amount', 'offer_amount_lumpsum', 'initial_payment', 'remaining_balance', 'payment_1', 'payment_2', 'payment_3', 'payment_4', 'payment_5', ), ('periodic_payment', 'offer_amount_period', 'offer_included', 'monthly_payment', 'payment_day', 'pay_months', 'final_payment', 'final_payment_day', 'final_pay_month',), ] for cf_elems in chk_fields: cf, *deps = cf_elems self.set_widget_class(cf, 'chk-radiogroup radiogroup-p5') self.fields[cf].widget.attrs.update({'data-radiogroup': 'radiogroup-p5'}) self.fields[cf].widget.attrs.update({'data-dep_rows': ' '.join(("%s" % (d) for d in deps))}) if not getattr(self.instance, cf): for d in deps: self.set_widget_class(d, 'hidden') self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) dsync = DataSync(self.client, ignore='form656') for f in self.fields: self.fields[f].initial = dsync.get('business_%s' % f) self.fields['ein'].initial = dsync.get('ein') self.fields['phone'].initial = dsync.get('phone_work') self.set_widget_class('zipcode', 'zip-field')
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_9465() dsync = DataSync(self.client, ignore='form9465') for f in self.fields: self.fields[f].initial = dsync.get(f) self.set_widget_class('employer_zipcode', 'zip-field') self.set_widget_class('bank_zipcode', 'zip-field') self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) dsync = DataSync(self.client, ignore='form433a') for f in self.fields: v = dsync.get('spouse_%s' % f) if v: self.fields[f].initial = v self.fields['return_with'].initial = dsync.get('jointoffer') self.set_widget_class('ssn', 'ssn-field')
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) dsync = DataSync(self.client) home_location = {} for af in ('street', 'city', 'state_name', 'zipcode', 'county'): home_location["location_" + af] = dsync.get(af) if home_location['location_county']: home_location['location_county'] = home_location['location_county'].id self.fields['home_location'].initial = json.dumps(home_location) self.fields['market_value'].widget.set_class('pafmv_clb pamarket_value') self.fields['current_loan_balance'].widget.set_class('pafmv_clb pacurrent_loan_balance') self.set_widget_class('location_zipcode', 'zip-field') self.set_widget_class('home_location', 'home_location')
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_9465() dsync = DataSync(self.client, ignore='form9465') for f in self.fields: self.fields[f].initial = dsync.get(f) if self.instance.pk: self.fields['jointoffer_b'].initial = self.instance.jointoffer is not None else: self.fields['jointoffer_b'].initial = dsync.get('jointoffer') self.set_widget_class('ssn', 'ssn-field') self.set_widget_class('zipcode', 'zip-field') self.add_subform_checkbox('jointoffer_b', ClientSpouseForm.prefix) self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_8821() dsync = DataSync(self.client, ignore='form8821') for f in self.fields: self.fields[f].initial = dsync.get(f) self.set_widget_class('zipcode', 'zip-field') self.set_widget_class('ssn', 'ssn-field') # self.set_widget_class('app_zipcode', 'zip-field') # self.set_widget_class('app_caf', 'caf-field') # self.set_widget_class('app_ptin', 'ptin-field') self.add_subform_checkbox('specific_use_caf_recorded', SpecificUseForm.prefix) self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_8821spouse() dsync = DataSync(self.client, ignore='form8821') for f in self.fields: self.fields[f].initial = dsync.get('spouse_' + f) # spouse's address might be the same as for taxpayer for f in ['apt', 'street', 'city', 'state_name', 'zipcode', 'county']: self.fields[f].initial = dsync.get(f) self.set_widget_class('zipcode', 'zip-field') self.set_widget_class('ssn', 'ssn-field') # self.set_widget_class('app_zipcode', 'zip-field') # self.set_widget_class('app_caf', 'caf-field') # self.set_widget_class('app_ptin', 'ptin-field') self.add_subform_checkbox('specific_use_caf_recorded', SpecificUseSpouseForm.prefix) self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_656() dsync = DataSync(self.client, ignore='form656') for f in self.fields: self.fields[f].initial = dsync.get(f) self.set_widget_class('ssn', 'ssn-field') self.set_widget_class('zipcode', 'zip-field') if self.instance.pk: self.fields['jointoffer_b'].initial = self.instance.jointoffer is not None self.fields['has_business'].initial = self.instance.businessinfo is not None else: self.fields['jointoffer_b'].initial = dsync.get('jointoffer') self.add_subform_checkbox('jointoffer_b', ClientSpouseForm.prefix) self.add_subform_checkbox('has_mailaddr', MailingAddressForm.prefix) self.add_subform_checkbox('has_business', BusinessInformationForm.prefix) self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_9465() self.fields['married'].widget.attrs.update({ 'data-on-text': 'Married', 'data-off-text': 'Unmarried', 'data-on-color': 'success', 'data-off-color': 'primary', }) dsync = DataSync(self.client, ignore='form9465') self.fields['county'].initial = dsync.get('county') self.fields['married'].initial = dsync.get('married') self.fields['expenses_shared'].initial = dsync.get('jointoffer') self.fields['pay_period'].initial = dsync.get('pay_period') self.fields['spouse_pay_period'].initial = dsync.get('spouse_pay_period') self.fields['vehicles'].initial = dsync.get('vehicles_count') hh = dsync.get('health_insurance') if hh: self.fields['has_health_insurance'].initial = hh > 0 # for f in self.fields: # self.fields[f].initial = dsync.get(f) self.reinit_widgets()
def get_low_income_suggestion(client): dsync = DataSync(client) state_name = dsync.get('state_name') total_income = dsync.get('total_income', lambda: 0)() family_size = dsync.get('family_size', lambda: 0)() usestate = 0 maxincome = 0 if state_name == 'HI': # Hawaii usestate = 1 elif state_name == 'AK': # Alaska usestate = 2 if family_size <= 8: maxincome = MAX_INCOME[family_size][usestate] else: maxincome = MAX_INCOME[8][usestate] + MAX_INCOME[0][usestate] * ( family_size - 8) decision = 'DO NOT' if total_income < maxincome: decision = 'DO' return decision, LOW_INCOME_SUGGEST_TPL.format( total_income=intcomma_force(total_income), family_size=family_size, state_name=STATE_CODE2NAME[state_name], decision=decision)
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.instance.form = self.client.get_form_433a() dsync = DataSync(self.client, ignore='form433a') for f in self.fields: v = dsync.get(f) if v: self.fields[f].initial = v self.fields['married'].widget.attrs.update({ 'data-on-text': 'Married', 'data-off-text': 'Unmarried', 'data-on-color': 'success', 'data-off-color': 'primary', }) dep_count = 0 self.set_widget_class('ssn', 'ssn-field') self.set_widget_class('zipcode', 'zip-field') if self.instance.pk: dep_count = len(self.instance.dependents.all()) self.fields['married'].initial = self.instance.spouse is not None else: self.fields['married'].initial = dsync.get('married', None) is not None self.add_subform_checkbox('married', ClientSpouseForm.prefix) self.add_subform_checkbox('has_deps', ClientDependentForm.prefix, reltype='1xn', count=dep_count, max_count=30) self.reinit_widgets()
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) if self.client: dsync = DataSync(self.client) self.fields['pp_debt_total'].initial = dsync.get('debt_total', 0) or 15000 income = dsync.get('net_difference', lambda: 0)() if income == 0: income = dsync.get('monthly_income', 0) self.fields['pp_monthly_income'].initial = income or 200 self.fields['pp_assessed_date'].initial = dsync.get( 'assessed_date') or timezone.datetime(2009, 2, 5) self.fields['pp_offer_amount'].initial = dsync.get( 'offer_amount', 0)
def __init__(self, *args, **kwargs): formpage2 = kwargs.get('formpage', None) super().__init__(*args, **kwargs) dsync = DataSync(self.client, ignore='form433a') if self.prefix == 'taxpayer': for f in self.fields: v = dsync.get('employer_%s' % f) if v: self.fields[f].initial = v self.fields['employer_name'].initial = dsync.get('employer_name') self.fields['pay_period'].initial = dsync.get('pay_period') self.fields['phone_work'].initial = dsync.get('phone_work') elif self.prefix == 'spouse': self.fields['pay_period'].initial = dsync.get('spouse_pay_period') self.set_widget_class('zipcode', 'zip-field')
def __init__(self, *args, **kwargs): super().__init__(*args, **kwargs) self.set_widget_class('ssn', 'ssn-field') dsync = DataSync(self.client, ignore='form9465') for f in self.fields: self.fields[f].initial = dsync.get('spouse_%s' % f)