Change Request - Partner Current Year Income (financial information) option

[Joshua-Lakusta]

As a student I want to request the use of my partner/spouses current year income. This is important as it is a calculation impacting field and the ability to request the use of estimated current year income is a policy requirement.

Acceptance Criteria

• [ ] Add a new question to the Partner Information and Income to allow students to submit partner income for the current year. This question is only relevant if they have selected Married/common-law

• [ ] New question will have 2 radio options yes or no (this question will appear below the basic income declaration question for a partner. Content:

Do you want to declare your partners estimated current year income? (If your spouse/common-law partner has had, or anticipates having a significant decrease in income for "YEAR", you may request to be assessed using your spouse/common-law partner's estimated income.)

• [ ] Replace "YEAR" with dynamic outcome with following logic:

YEAR = (dynamic year = to first year in program year (2023-2024 would be 2023))

• [ ] If no is selected do nothing additional

• [ ] If yes is selected expand to add an estimated income field, reasons for use of estimated income, and document uploader (this mirrors the way the student declares estimated income)

• [ ] Under Supporting Information Header the content should be:

Add your spouse/common-law partner's actual income from the beginning of the calendar year up to the date of their income change and the estimated income for the remainder of that calendar year to calculate your total current year income.

• [ ] Add income entry field that will represent a new value to be created and named by dev doing the ticket

• [ ] Income field should follow the same rules as the estimated student income version

• [ ] Heading above the income entry field should state:

My spouse/common-law partner's current year income is:

• [ ] There needs to be a section for the reasons for change in estimated income with five options and only one can be selected

Content:

Select the reason for your spouse/common-law partner's significant decrease in income:

• Medical illness or injury
• Family emergency (e.g., death or injury)
• Natural Disaster
• Layoff, strike, lockout or other reduction in earnings beyond the family's control
• Other

• [ ] Add content for uploader content for documentation for uploader:

Upload supporting documents for spouse/common-law partner's "DYNAMIC YEAR" estimated income. Please provide supporting documentation for your request to use current year estimated income for your spouse/common law partner. Provide the following:

A letter explaining the circumstances that meet one or more of the Criteria (see above) Provide at least one of the following:

All relevant supporting documentation of the circumstance(s) (medical records, letter from the physician, record of employment, layoff or strike, invoices from damages, etc.). The most recent CRA Income Tax Return and income information for the year matching the student financial assistance application number (with relevant supporting documentation to show the decrease in income), if available. All relevant supporting documentation of estimated total income for the year matching the student financial assistance application number, if applicable (pay stubs, invoices, bank statements, Employment Insurance benefit statements, Record of Employment, etc.).

• [ ] Update the camunda flow to reflect new priority list for partner income. The partner "estimated current year" income should be used above all other incomes in the priority list (same as student estimated current year income)

Current

if
  partner1CRAReportedIncome = null
then
  calculatedDataPartner1TotalIncome
else
  partner1CRAReportedIncome

Updated (note studentDataCurrentYearPartnerIncome and does not currently exist is a placeholder name. This value will need to be produced by appeals process. Replace if desired.) Codes are reference only but need to be reviewed and adjusted during development

if 
studentDataCurrentYearPartnerIncome = null
then
	if
               partner1CRAReportedIncome = null
       then
              calculatedDataPartner1TotalIncome
       else
              partner1CRAReportedIncome

else
studentDataCurrentYearPartnerIncome

• [ ] Update change request/appeal pathing to reflect new option to use above noted new value at the top of the priority list. Should allow for override of the data to reflect that above calculations identical to how estimated current year income for student was handled.

Additional Context Use this as a generic layout reference but true content is in the information above.

Technical

• [ ] Move the "Define partner income" in the workflow after the appeals to use the appeals' calculated variables
• [ ] Convert the current logic inside "Define Partner Income" to a flow (as previously done in #3375).
• [ ] Create E2E tests to ensure the precedence.