Fed tax brackets (#6)

* Add Federal Tax Rates and test

* Lint Federal Tax Rates

* Add method and poro for calculating taxes on incomes

* Add tax brackets and taxed incomes to dashboard

* Display taxed incomes with turbo

* Update income form select box to display income type

* Lint

* Update test suit

* Lint

app/controllers/dashboard_controller.rb

@@ -1,7 +1,10 @@
 class DashboardController < ApplicationController
   def index
-    @incomes = Income.all
+    @incomes = Income.order_by_type
     @fixed_expenses = FixedExpense.get_ordered
     @totals = FixedExpense.total_costs
+    @federal_tax_brackets = FederalTaxBracket.order_by_range
+    @salary_taxed = Income.tax_on_income(income_type: "Salary")
+    @hourly_taxed = Income.tax_on_income(income_type: "Hourly")
   end
 end

app/controllers/federal_tax_brackets_controller.rb

@@ -0,0 +1,74 @@
+class FederalTaxBracketsController < ApplicationController
+  before_action :set_federal_tax_bracket, only: %i[show edit update destroy]
+
+  # GET /federal_tax_brackets or /federal_tax_brackets.json
+  def index
+    @federal_tax_brackets = FederalTaxBracket.order_by_range
+  end
+
+  # GET /federal_tax_brackets/1 or /federal_tax_brackets/1.json
+  def show
+  end
+
+  # GET /federal_tax_brackets/new
+  def new
+    @federal_tax_bracket = FederalTaxBracket.new
+  end
+
+  # GET /federal_tax_brackets/1/edit
+  def edit
+  end
+
+  # POST /federal_tax_brackets or /federal_tax_brackets.json
+  def create
+    @federal_tax_bracket = FederalTaxBracket.new(federal_tax_bracket_params)
+    @federal_tax_bracket.update_rate(rate: params[:rate])
+
+    respond_to do |format|
+      if @federal_tax_bracket.save
+        format.html { redirect_to federal_tax_bracket_url(@federal_tax_bracket), notice: "Federal tax bracket was successfully created." }
+        format.json { render :show, status: :created, location: @federal_tax_bracket }
+      else
+        format.html { render :new, status: :unprocessable_entity }
+        format.json { render json: @federal_tax_bracket.errors, status: :unprocessable_entity }
+      end
+    end
+  end
+
+  # PATCH/PUT /federal_tax_brackets/1 or /federal_tax_brackets/1.json
+  def update
+    respond_to do |format|
+      if @federal_tax_bracket.update(federal_tax_bracket_params)
+        format.html { redirect_to federal_tax_bracket_url(@federal_tax_bracket), notice: "Federal tax bracket was successfully updated." }
+        # format.json { render :show, status: :ok, location: @federal_tax_bracket }
+        format.turbo_stream { render turbo_stream: turbo_stream.update(@federal_tax_bracket) }
+
+      else
+        format.html { render :edit, status: :unprocessable_entity }
+        format.json { render json: @federal_tax_bracket.errors, status: :unprocessable_entity }
+      end
+    end
+  end
+
+  # DELETE /federal_tax_brackets/1 or /federal_tax_brackets/1.json
+  def destroy
+    @federal_tax_bracket.destroy
+
+    respond_to do |format|
+      format.html { redirect_to federal_tax_brackets_url, notice: "Federal tax bracket was successfully destroyed." }
+      format.json { head :no_content }
+    end
+  end
+
+  private
+
+  # Use callbacks to share common setup or constraints between actions.
+  def set_federal_tax_bracket
+    @federal_tax_bracket = FederalTaxBracket.find(params[:id])
+  end
+
+  # Only allow a list of trusted parameters through.
+  def federal_tax_bracket_params
+    params.require(:federal_tax_bracket).permit(:tier, :bottom_range, :top_range, :rate, :cumulative)
+  end
+end

app/controllers/incomes_controller.rb

@@ -38,8 +38,10 @@ def create
   def update
     respond_to do |format|
       if @income.update_from_dashboard(params: params)
+        @salary_taxed = Income.tax_on_income(income_type: "Salary")
+        @hourly_taxed = Income.tax_on_income(income_type: "Hourly")
         format.html { redirect_to root_path, notice: "Income was successfully updated." }
-        format.json { render :show, status: :ok, location: @income }
+        format.turbo_stream
       else
         format.html { render :edit, status: :unprocessable_entity }
         format.json { render json: @income.errors, status: :unprocessable_entity }

app/helpers/federal_tax_brackets_helper.rb

@@ -0,0 +1,2 @@
+module FederalTaxBracketsHelper
+end

app/models/federal_tax_bracket.rb

@@ -0,0 +1,31 @@
+# == Schema Information
+#
+# Table name: federal_tax_brackets
+#
+#  id                    :bigint           not null, primary key
+#  bottom_range_cents    :integer          default(0), not null
+#  bottom_range_currency :string           default("USD"), not null
+#  cumulative_cents      :integer          default(0), not null
+#  cumulative_currency   :string           default("USD"), not null
+#  rate                  :float
+#  tier                  :string
+#  top_range_cents       :integer          default(0), not null
+#  top_range_currency    :string           default("USD"), not null
+#  created_at            :datetime         not null
+#  updated_at            :datetime         not null
+#
+class FederalTaxBracket < ApplicationRecord
+  monetize :bottom_range_cents
+  monetize :top_range_cents
+  monetize :cumulative_cents
+
+  def self.order_by_range
+    all.order(:bottom_range_cents)
+  end
+
+  def update_rate(rate:)
+    update(
+      rate: rate / 100
+    )
+  end
+end

app/models/income.rb

@@ -39,4 +39,23 @@ def update_from_dashboard(params:)
       false
     end
   end
+
+  def self.order_by_type
+    Income.all.order(income_type: :desc)
+  end
+
+  def is_hourly?
+    income_type == "Hourly"
+  end
+
+  def is_salary?
+    income_type == "Salary"
+  end
+
+  def self.tax_on_income(income_type:)
+    income = Income.find_by(income_type: income_type)
+    taxable_income = IncomeTaxCalculator.new(income: income)
+    taxable_income.calculate_taxes
+    taxable_income
+  end
 end

app/poros/income_tax_calculator.rb

@@ -0,0 +1,52 @@
+class IncomeTaxCalculator
+  attr_reader :income,
+    :annual_income,
+    :federal_tax,
+    :net_after_fed_tax,
+    :state_tax,
+    :total_net_income,
+    :bi_weekly_net_income
+
+  def initialize(income:)
+    @income = income
+    @annual_income = income.weekly_income_cents * 52
+    @federal_tax = nil
+    @net_after_fed_tax = nil
+    @state_tax = nil
+    @total_net_income = nil
+    @bi_weekly_net_income = nil
+  end
+
+  def calculate_taxes
+    @federal_tax = calculate_fed_tax
+    @net_after_fed_tax = calculate_net_after_fed_tax
+    @state_tax = calculate_state_tax
+    @total_net_income = calculate_total_net_income
+    @bi_weekly_net_income = calculate_bi_weekly_income
+  end
+
+  private
+
+  def calculate_fed_tax
+    bracket = FederalTaxBracket.where("bottom_range_cents <= ?", @annual_income).order(:bottom_range_cents).last
+    rated = bracket.rate * @annual_income
+    Money.new(rated + bracket.cumulative_cents, "USD")
+  end
+
+  def calculate_state_tax
+    state_tax = (@net_after_fed_tax.fractional * 0.0463).to_i
+    Money.new(state_tax, "USD")
+  end
+
+  def calculate_net_after_fed_tax
+    Money.new(@annual_income - @federal_tax.fractional, "USD")
+  end
+
+  def calculate_total_net_income
+    Money.new(@net_after_fed_tax.fractional - @state_tax.fractional, "USD")
+  end
+
+  def calculate_bi_weekly_income
+    Money.new(@total_net_income.fractional / 26)
+  end
+end

app/views/dashboard/index.html.erb

@@ -19,6 +19,10 @@
         <%= turbo_frame_tag :incomes do %>
           <%= render "incomes/index" %>
         <% end %>
+
+        <%= turbo_frame_tag "taxed_incomes" do %>
+          <%= render partial: "shared/taxed_incomes", locals: { salary_taxed: @salary_taxed, hourly_taxed: @hourly_taxed} %>
+        <% end %>
       </div>
     </div>
 
@@ -41,5 +45,11 @@
       </div>
     </div>
 
+    <div class="bg-white shadow">
+      <div class="mx-auto max-w-7xl py-6 sm:px-6 lg:px-8">
+        <%= render "federal_tax_brackets/index" %>
+      </div>
+    </div>
+
   </main>
 </div>

app/views/federal_tax_brackets/_federal_tax_bracket.html.erb

@@ -0,0 +1,9 @@
+<%= turbo_frame_tag dom_id(federal_tax_bracket) do %>
+  <div class="grid grid-cols-6">
+    <% attributes = federal_tax_bracket.tier, humanized_money_with_symbol(federal_tax_bracket.bottom_range), humanized_money_with_symbol(federal_tax_bracket.top_range), number_to_percentage(federal_tax_bracket.rate * 100, precision: 1), humanized_money_with_symbol(federal_tax_bracket.cumulative) %>
+    <% attributes.each do |attribute| %>
+      <div class="px-5 py-1"><%= attribute %></div>
+    <% end %>
+    <div class="px-5 py-1"><%= link_to 'Edit', edit_federal_tax_bracket_path(federal_tax_bracket), class: "rounded-lg py-3 ml-2 px-5 bg-gray-100 inline-block font-medium" %></div>
+  </div>
+<% end %>

app/views/federal_tax_brackets/_federal_tax_bracket.json.jbuilder

@@ -0,0 +1,2 @@
+json.extract! federal_tax_bracket, :id, :tier, :bottom_range, :top_range, :rate, :cumulative, :created_at, :updated_at
+json.url federal_tax_bracket_url(federal_tax_bracket, format: :json)

app/views/federal_tax_brackets/_form.html.erb

@@ -0,0 +1,46 @@
+<%= form_with(model: federal_tax_bracket, class: "contents") do |form| %>
+  <% if federal_tax_bracket.errors.any? %>
+    <div id="error_explanation" class="bg-red-50 text-red-500 px-3 py-2 font-medium rounded-lg mt-3">
+      <h2><%= pluralize(federal_tax_bracket.errors.count, "error") %> prohibited this federal_tax_bracket from being saved:</h2>
+
+      <ul>
+        <% federal_tax_bracket.errors.each do |error| %>
+          <li><%= error.full_message %></li>
+        <% end %>
+      </ul>
+    </div>
+  <% end %>
+  <div class="flex-container">
+    <div class="my-5">
+      <%= form.label :tier %>
+      <%= form.text_field :tier, class: "block shadow rounded-md border border-gray-200 outline-none px-3 py-2 mt-2 w-full" %>
+    </div>
+
+    <div class="my-5">
+      <%= form.label :bottom_range %>
+      <%= form.number_field :bottom_range, class: "block shadow rounded-md border border-gray-200 outline-none px-3 py-2 mt-2 w-full" %>
+    </div>
+
+    <div class="my-5">
+      <%= form.label :top_range %>
+      <%= form.number_field :top_range, class: "block shadow rounded-md border border-gray-200 outline-none px-3 py-2 mt-2 w-full" %>
+    </div>
+
+    <div class="my-5">
+      <%= form.label :rate %>
+      <%= form.text_field :rate, class: "block shadow rounded-md border border-gray-200 outline-none px-3 py-2 mt-2 w-full" %>
+    </div>
+
+    <div class="my-5">
+      <%= form.label :cumulative %>
+      <%= form.number_field :cumulative, class: "block shadow rounded-md border border-gray-200 outline-none px-3 py-2 mt-2 w-full", step: :any %>
+    </div>
+
+    <div class="inline">
+      <%= form.submit class: "rounded-lg py-1 px-4 bg-gray-100 inline-block font-medium" %>
+    </div>
+    <div>
+      <%= link_to "Cancel", fixed_expenses_path, class: "rounded-lg py-1 px-4 bg-gray-100 inline-block font-medium" %>
+    </div>
+  </div>
+<% end %>

app/views/federal_tax_brackets/_index.html.erb

@@ -0,0 +1,9 @@
+<div class="grid grid-cols-6">
+  <% tax_headings = %w[Tier From To Rate Cumulative] %>
+  <% tax_headings.each do |tax_heading| %>
+    <div class="px-5"><strong><%= tax_heading %></strong></div>
+  <% end %>
+</div>
+<%= turbo_frame_tag :federal_tax_brackets do %>
+  <%= render @federal_tax_brackets %>
+<% end %>

app/views/federal_tax_brackets/edit.html.erb

@@ -0,0 +1,10 @@
+<div class="mx-auto md:w-2/3 w-full">
+  <h1 class="font-bold text-4xl">Editing federal tax bracket</h1>
+
+  <%= turbo_frame_tag @federal_tax_bracket do %>
+    <%= render "form", federal_tax_bracket: @federal_tax_bracket %>
+  <% end %>
+
+  <%= link_to "Show this federal tax bracket", @federal_tax_bracket, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+  <%= link_to "Back to federal tax brackets", federal_tax_brackets_path, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+</div>

app/views/federal_tax_brackets/index.html.erb

@@ -0,0 +1,14 @@
+<div class="w-full">
+  <% if notice.present? %>
+    <p class="py-2 px-3 bg-green-50 mb-5 text-green-500 font-medium rounded-lg inline-block" id="notice"><%= notice %></p>
+  <% end %>
+
+  <div class="flex justify-between items-center">
+    <h1 class="font-bold text-4xl">Federal Tax Brackets</h1>
+    <%= link_to 'New federal tax bracket', new_federal_tax_bracket_path, class: "rounded-lg py-3 px-5 bg-blue-600 text-white block font-medium" %>
+  </div>
+
+  <div class="min-w-full">
+    <%= render "federal_tax_brackets/index" %>
+  </div>
+</div>

app/views/federal_tax_brackets/index.json.jbuilder

@@ -0,0 +1 @@
+json.array! @federal_tax_brackets, partial: "federal_tax_brackets/federal_tax_bracket", as: :federal_tax_bracket

app/views/federal_tax_brackets/new.html.erb

@@ -0,0 +1,7 @@
+<div class="mx-auto md:w-2/3 w-full">
+  <h1 class="font-bold text-4xl">New federal tax bracket</h1>
+
+  <%= render "form", federal_tax_bracket: @federal_tax_bracket %>
+
+  <%= link_to 'Back to federal tax brackets', federal_tax_brackets_path, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+</div>

app/views/federal_tax_brackets/show.html.erb

@@ -0,0 +1,15 @@
+<div class="mx-auto md:w-2/3 w-full flex">
+  <div class="mx-auto">
+    <% if notice.present? %>
+      <p class="py-2 px-3 bg-green-50 mb-5 text-green-500 font-medium rounded-lg inline-block" id="notice"><%= notice %></p>
+    <% end %>
+
+    <%= render @federal_tax_bracket %>
+
+    <%= link_to 'Edit this federal_tax_bracket', edit_federal_tax_bracket_path(@federal_tax_bracket), class: "mt-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+    <div class="inline-block ml-2">
+      <%= button_to 'Destroy this federal_tax_bracket', federal_tax_bracket_path(@federal_tax_bracket), method: :delete, class: "mt-2 rounded-lg py-3 px-5 bg-gray-100 font-medium" %>
+    </div>
+    <%= link_to 'Back to federal_tax_brackets', federal_tax_brackets_path, class: "ml-2 rounded-lg py-3 px-5 bg-gray-100 inline-block font-medium" %>
+  </div>
+</div>

app/views/federal_tax_brackets/show.json.jbuilder

@@ -0,0 +1 @@
+json.partial! "federal_tax_brackets/federal_tax_bracket", federal_tax_bracket: @federal_tax_bracket

app/views/incomes/_form.html.erb

@@ -13,7 +13,13 @@
     <div class="flex-container">
       <div class="my-5 px-5">
         <%= form.label :income_type %><br>
-        <%= form.select :income_type, [["Hourly", "HR"], ["Salary", "SA"]], { }, {class: "block shadow rounded-md border border-gray-200 px-3 py-2 mt-2 w-full"} %>
+        <% if @income.income_type.nil? %>
+          <%= form.select :income_type, [["Salary", "SA"], ["Hourly", "HR"]], {}, {class: "block shadow rounded-md border border-gray-200 px-3 py-2 mt-2 w-full"} %>
+        <% elsif @income.is_salary? %>
+          <%= form.select :income_type, [["Salary", "SA"]], {}, {class: "block shadow rounded-md border border-gray-200 px-3 py-2 mt-2 w-full"} %>
+        <% else %>
+          <%= form.select :income_type, [["Hourly", "HR"]], {}, {class: "block shadow rounded-md border border-gray-200 px-3 py-2 mt-2 w-full"} %>
+        <% end %>
       </div>
 
       <div class="my-5 px-5">

app/views/incomes/update.turbo_stream.erb

@@ -0,0 +1,5 @@
+<%= turbo_stream.update @income %>
+
+<%= turbo_stream.replace "taxed_incomes" do %>
+  <%= render partial: "shared/taxed_incomes", locals: { salary_taxed: @salary_taxed, hourly_taxed: @hourly_taxed } %>
+<% end %>

app/views/shared/_taxed_income.html.erb

@@ -0,0 +1,4 @@
+<div class="px-5"><%= humanized_money_with_symbol(taxed_income.federal_tax) %></div>
+<div class="px-5"><%= humanized_money_with_symbol(taxed_income.state_tax) %></div>
+<div class="px-5"><%= humanized_money_with_symbol(taxed_income.total_net_income) %></div>
+<div class="px-5"><%= humanized_money_with_symbol(taxed_income.bi_weekly_net_income) %></div>