title = TTi18n::getText( 'Form 940 Report' ); $this->file_name = 'form_940'; parent::__construct(); return true; } /** * @param string $user_id UUID * @param string $company_id UUID * @return bool */ protected function _checkPermissions( $user_id, $company_id ) { if ( $this->getPermissionObject()->Check( 'report', 'enabled', $user_id, $company_id ) && $this->getPermissionObject()->Check( 'report', 'view_form940', $user_id, $company_id ) ) { return true; } return false; } /** * @param $name * @param null $params * @return array|bool|null */ protected function _getOptions( $name, $params = null ) { $retval = null; switch ( $name ) { case 'output_format': $retval = array_merge( parent::getOptions( 'default_output_format' ), [ '-1100-pdf_form' => TTi18n::gettext( 'Form' ), //'-1120-efile' => TTi18n::gettext('eFile'), ] ); break; case 'default_setup_fields': $retval = [ 'template', 'time_period', 'columns', ]; break; case 'setup_fields': $retval = [ //Static Columns - Aggregate functions can't be used on these. '-1000-template' => TTi18n::gettext( 'Template' ), '-1010-time_period' => TTi18n::gettext( 'Time Period' ), '-2000-legal_entity_id' => TTi18n::gettext( 'Legal Entity' ), '-2010-user_status_id' => TTi18n::gettext( 'Employee Status' ), '-2020-user_group_id' => TTi18n::gettext( 'Employee Group' ), '-2025-policy_group_id' => TTi18n::gettext( 'Policy Group' ), '-2030-user_title_id' => TTi18n::gettext( 'Employee Title' ), '-2040-include_user_id' => TTi18n::gettext( 'Employee Include' ), '-2050-exclude_user_id' => TTi18n::gettext( 'Employee Exclude' ), '-2060-default_branch_id' => TTi18n::gettext( 'Default Branch' ), '-2070-default_department_id' => TTi18n::gettext( 'Default Department' ), '-2100-custom_filter' => TTi18n::gettext( 'Custom Filter' ), //'-4020-exclude_ytd_adjustment' => TTi18n::gettext('Exclude YTD Adjustments'), '-5000-columns' => TTi18n::gettext( 'Display Columns' ), '-5010-group' => TTi18n::gettext( 'Group By' ), '-5020-sub_total' => TTi18n::gettext( 'SubTotal By' ), '-5030-sort' => TTi18n::gettext( 'Sort By' ), ]; break; case 'time_period': $retval = TTDate::getTimePeriodOptions( false ); //Exclude Pay Period options. break; case 'date_columns': $retval = TTDate::getReportDateOptions( null, TTi18n::getText( 'Date' ), 13, true ); break; case 'report_custom_column': if ( getTTProductEdition() >= TT_PRODUCT_PROFESSIONAL ) { $rcclf = TTnew( 'ReportCustomColumnListFactory' ); /** @var ReportCustomColumnListFactory $rcclf */ // Because the Filter type is just only a filter criteria and not need to be as an option of Display Columns, Group By, Sub Total, Sort By dropdowns. // So just get custom columns with Selection and Formula. $custom_column_labels = $rcclf->getByCompanyIdAndTypeIdAndFormatIdAndScriptArray( $this->getUserObject()->getCompany(), $rcclf->getOptions( 'display_column_type_ids' ), null, 'Form940Report', 'custom_column' ); if ( is_array( $custom_column_labels ) ) { $retval = Misc::addSortPrefix( $custom_column_labels, 9500 ); } } break; case 'report_custom_filters': if ( getTTProductEdition() >= TT_PRODUCT_PROFESSIONAL ) { $rcclf = TTnew( 'ReportCustomColumnListFactory' ); /** @var ReportCustomColumnListFactory $rcclf */ $retval = $rcclf->getByCompanyIdAndTypeIdAndFormatIdAndScriptArray( $this->getUserObject()->getCompany(), $rcclf->getOptions( 'filter_column_type_ids' ), null, 'Form940Report', 'custom_column' ); } break; case 'report_dynamic_custom_column': if ( getTTProductEdition() >= TT_PRODUCT_PROFESSIONAL ) { $rcclf = TTnew( 'ReportCustomColumnListFactory' ); /** @var ReportCustomColumnListFactory $rcclf */ $report_dynamic_custom_column_labels = $rcclf->getByCompanyIdAndTypeIdAndFormatIdAndScriptArray( $this->getUserObject()->getCompany(), $rcclf->getOptions( 'display_column_type_ids' ), $rcclf->getOptions( 'dynamic_format_ids' ), 'Form940Report', 'custom_column' ); if ( is_array( $report_dynamic_custom_column_labels ) ) { $retval = Misc::addSortPrefix( $report_dynamic_custom_column_labels, 9700 ); } } break; case 'report_static_custom_column': if ( getTTProductEdition() >= TT_PRODUCT_PROFESSIONAL ) { $rcclf = TTnew( 'ReportCustomColumnListFactory' ); /** @var ReportCustomColumnListFactory $rcclf */ $report_static_custom_column_labels = $rcclf->getByCompanyIdAndTypeIdAndFormatIdAndScriptArray( $this->getUserObject()->getCompany(), $rcclf->getOptions( 'display_column_type_ids' ), $rcclf->getOptions( 'static_format_ids' ), 'Form940Report', 'custom_column' ); if ( is_array( $report_static_custom_column_labels ) ) { $retval = Misc::addSortPrefix( $report_static_custom_column_labels, 9700 ); } } break; case 'formula_columns': $retval = TTMath::formatFormulaColumns( array_merge( array_diff( $this->getOptions( 'static_columns' ), (array)$this->getOptions( 'report_static_custom_column' ) ), $this->getOptions( 'dynamic_columns' ) ) ); break; case 'filter_columns': $retval = TTMath::formatFormulaColumns( array_merge( $this->getOptions( 'static_columns' ), $this->getOptions( 'dynamic_columns' ), (array)$this->getOptions( 'report_dynamic_custom_column' ) ) ); break; case 'static_columns': $retval = [ //Static Columns - Aggregate functions can't be used on these. '-1000-first_name' => TTi18n::gettext( 'First Name' ), '-1001-middle_name' => TTi18n::gettext( 'Middle Name' ), '-1002-last_name' => TTi18n::gettext( 'Last Name' ), '-1005-full_name' => TTi18n::gettext( 'Full Name' ), '-1030-employee_number' => TTi18n::gettext( 'Employee #' ), '-1035-sin' => TTi18n::gettext( 'SIN/SSN' ), '-1040-status' => TTi18n::gettext( 'Status' ), '-1050-title' => TTi18n::gettext( 'Title' ), '-1060-province' => TTi18n::gettext( 'Province/State' ), '-1070-country' => TTi18n::gettext( 'Country' ), '-1080-group' => TTi18n::gettext( 'Group' ), '-1090-default_branch' => TTi18n::gettext( 'Default Branch' ), '-1100-default_department' => TTi18n::gettext( 'Default Department' ), '-1110-currency' => TTi18n::gettext( 'Currency' ), //'-1111-current_currency' => TTi18n::gettext('Current Currency'), //'-1110-verified_time_sheet' => TTi18n::gettext('Verified TimeSheet'), //'-1120-pending_request' => TTi18n::gettext('Pending Requests'), //Handled in date_columns above. //'-1450-pay_period' => TTi18n::gettext('Pay Period'), '-1400-permission_control' => TTi18n::gettext( 'Permission Group' ), '-1410-pay_period_schedule' => TTi18n::gettext( 'Pay Period Schedule' ), '-1420-policy_group' => TTi18n::gettext( 'Policy Group' ), ]; $retval = array_merge( $retval, $this->getOptions( 'date_columns' ), (array)$this->getOptions( 'report_static_custom_column' ) ); ksort( $retval ); break; case 'dynamic_columns': $retval = [ //Dynamic - Aggregate functions can be used '-2010-total_payments' => TTi18n::gettext( 'Total Payments' ), //Line 3 '-2020-exempt_payments' => TTi18n::gettext( 'Exempt Payments' ), //Line 4 '-2030-excess_payments' => TTi18n::gettext( 'Excess Payments' ), //Line 5 '-2040-taxable_wages' => TTi18n::gettext( 'Taxable Wages' ), //Line 7 '-2050-before_adjustment_tax' => TTi18n::gettext( 'Tax Before Adjustments' ), //Line 8 '-2052-adjustment_tax' => TTi18n::gettext( 'Tax Adjustments' ), //Line 9 '-2054-after_adjustment_tax' => TTi18n::gettext( 'Tax After Adjustments' ), //Line 12 ]; break; case 'columns': $retval = array_merge( $this->getOptions( 'static_columns' ), $this->getOptions( 'dynamic_columns' ), (array)$this->getOptions( 'report_dynamic_custom_column' ) ); ksort( $retval ); break; case 'column_format': //Define formatting function for each column. $columns = array_merge( $this->getOptions( 'dynamic_columns' ), (array)$this->getOptions( 'report_custom_column' ) ); if ( is_array( $columns ) ) { foreach ( $columns as $column => $name ) { $retval[$column] = 'currency'; } } break; case 'aggregates': $retval = []; $dynamic_columns = array_keys( Misc::trimSortPrefix( array_merge( $this->getOptions( 'dynamic_columns' ), (array)$this->getOptions( 'report_dynamic_custom_column' ) ) ) ); if ( is_array( $dynamic_columns ) ) { foreach ( $dynamic_columns as $column ) { switch ( $column ) { default: $retval[$column] = 'sum'; } } } break; case 'state': $retval = Misc::prependArray( [ 0 => TTi18n::getText( '- Multi-state Employer -' ) ], $this->getUserObject()->getCompanyObject()->getOptions( 'province', 'US' ) ); break; case 'return_type': $retval = [ //0 => '--', 10 => TTi18n::getText( 'Amended' ), 20 => TTi18n::getText( 'Successor Employer' ), 30 => TTi18n::getText( 'No Payments to Employees' ), 40 => TTi18n::getText( 'Final: Business closed or stopped paying wages' ), ]; break; case 'exempt_payment': $retval = [ //0 => '--', 10 => TTi18n::getText( '4a. Fringe benefits' ), 20 => TTi18n::getText( '4b. Group term life insurance' ), 30 => TTi18n::getText( '4c. Retirement/Pension' ), 40 => TTi18n::getText( '4d. Dependant care' ), 50 => TTi18n::getText( '4e. Other' ), ]; break; case 'templates': $retval = [ '-1010-by_quarter' => TTi18n::gettext( 'by Quarter' ), '-1010-by_month' => TTi18n::gettext( 'by Month' ), '-1020-by_employee' => TTi18n::gettext( 'by Employee' ), '-1030-by_branch' => TTi18n::gettext( 'by Branch' ), '-1040-by_department' => TTi18n::gettext( 'by Department' ), '-1050-by_branch_by_department' => TTi18n::gettext( 'by Branch/Department' ), '-1060-by_month_by_employee' => TTi18n::gettext( 'by Month/Employee' ), '-1070-by_month_by_branch' => TTi18n::gettext( 'by Month/Branch' ), '-1080-by_month_by_department' => TTi18n::gettext( 'by Month/Department' ), '-1090-by_month_by_branch_by_department' => TTi18n::gettext( 'by Month/Branch/Department' ), ]; break; case 'template_config': $template = strtolower( Misc::trimSortPrefix( $params['template'] ) ); if ( isset( $template ) && $template != '' ) { switch ( $template ) { case 'default': //Proper settings to generate the form. //$retval['-1010-time_period']['time_period'] = 'last_quarter'; $retval['columns'] = $this->getOptions( 'columns' ); $retval['group'][] = 'date_quarter_month'; $retval['sort'][] = [ 'date_quarter_month' => 'asc' ]; $retval['other']['grand_total'] = true; break; default: Debug::Text( ' Parsing template name: ' . $template, __FILE__, __LINE__, __METHOD__, 10 ); $retval['columns'] = []; $retval['-1010-time_period']['time_period'] = 'last_year'; //Parse template name, and use the keywords separated by '+' to determine settings. $template_keywords = explode( '+', $template ); if ( is_array( $template_keywords ) ) { foreach ( $template_keywords as $template_keyword ) { Debug::Text( ' Keyword: ' . $template_keyword, __FILE__, __LINE__, __METHOD__, 10 ); switch ( $template_keyword ) { //Columns //Filter //Group By //SubTotal //Sort case 'by_quarter': $retval['columns'][] = 'date_quarter'; $retval['group'][] = 'date_quarter'; $retval['sort'][] = [ 'date_quarter' => 'asc' ]; break; case 'by_month': $retval['columns'][] = 'date_month'; $retval['group'][] = 'date_month'; $retval['sort'][] = [ 'date_month' => 'asc' ]; break; case 'by_employee': $retval['columns'][] = 'first_name'; $retval['columns'][] = 'last_name'; $retval['group'][] = 'first_name'; $retval['group'][] = 'last_name'; $retval['sort'][] = [ 'last_name' => 'asc' ]; $retval['sort'][] = [ 'first_name' => 'asc' ]; break; case 'by_branch': $retval['columns'][] = 'default_branch'; $retval['group'][] = 'default_branch'; $retval['sort'][] = [ 'default_branch' => 'asc' ]; break; case 'by_department': $retval['columns'][] = 'default_department'; $retval['group'][] = 'default_department'; $retval['sort'][] = [ 'default_department' => 'asc' ]; break; case 'by_branch_by_department': $retval['columns'][] = 'default_branch'; $retval['columns'][] = 'default_department'; $retval['group'][] = 'default_branch'; $retval['group'][] = 'default_department'; $retval['sub_total'][] = 'default_branch'; $retval['sort'][] = [ 'default_branch' => 'asc' ]; $retval['sort'][] = [ 'default_department' => 'asc' ]; break; case 'by_month_by_employee': $retval['columns'][] = 'date_month'; $retval['columns'][] = 'first_name'; $retval['columns'][] = 'last_name'; $retval['group'][] = 'date_month'; $retval['group'][] = 'first_name'; $retval['group'][] = 'last_name'; $retval['sub_total'][] = 'date_month'; $retval['sort'][] = [ 'date_month' => 'asc' ]; $retval['sort'][] = [ 'last_name' => 'asc' ]; $retval['sort'][] = [ 'first_name' => 'asc' ]; break; case 'by_month_by_branch': $retval['columns'][] = 'date_month'; $retval['columns'][] = 'default_branch'; $retval['group'][] = 'date_month'; $retval['group'][] = 'default_branch'; $retval['sub_total'][] = 'date_month'; $retval['sort'][] = [ 'date_month' => 'asc' ]; $retval['sort'][] = [ 'default_branch' => 'asc' ]; break; case 'by_month_by_department': $retval['columns'][] = 'date_month'; $retval['columns'][] = 'default_department'; $retval['group'][] = 'date_month'; $retval['group'][] = 'default_department'; $retval['sub_total'][] = 'date_month'; $retval['sort'][] = [ 'date_month' => 'asc' ]; $retval['sort'][] = [ 'default_department' => 'asc' ]; break; case 'by_month_by_branch_by_department': $retval['columns'][] = 'date_month'; $retval['columns'][] = 'default_branch'; $retval['columns'][] = 'default_department'; $retval['group'][] = 'date_month'; $retval['group'][] = 'default_branch'; $retval['group'][] = 'default_department'; $retval['sub_total'][] = 'date_month'; $retval['sub_total'][] = 'default_branch'; $retval['sort'][] = [ 'date_month' => 'asc' ]; $retval['sort'][] = [ 'default_branch' => 'asc' ]; $retval['sort'][] = [ 'default_department' => 'asc' ]; break; } } } $retval['columns'] = array_merge( $retval['columns'], array_keys( Misc::trimSortPrefix( $this->getOptions( 'dynamic_columns' ) ) ) ); break; } } //Set the template dropdown as well. $retval['-1000-template'] = $template; //Add sort prefixes so Flex can maintain order. if ( isset( $retval['filter'] ) ) { $retval['-5000-filter'] = $retval['filter']; unset( $retval['filter'] ); } if ( isset( $retval['columns'] ) ) { $retval['-5010-columns'] = $retval['columns']; unset( $retval['columns'] ); } if ( isset( $retval['group'] ) ) { $retval['-5020-group'] = $retval['group']; unset( $retval['group'] ); } if ( isset( $retval['sub_total'] ) ) { $retval['-5030-sub_total'] = $retval['sub_total']; unset( $retval['sub_total'] ); } if ( isset( $retval['sort'] ) ) { $retval['-5040-sort'] = $retval['sort']; unset( $retval['sort'] ); } Debug::Arr( $retval, ' Template Config for: ' . $template, __FILE__, __LINE__, __METHOD__, 10 ); break; default: //Call report parent class options function for options valid for all reports. $retval = $this->__getOptions( $name ); break; } return $retval; } /** * @return mixed */ function getFormObject() { if ( !isset( $this->form_obj['gf'] ) || !is_object( $this->form_obj['gf'] ) ) { // //Get all data for the form. // require_once( Environment::getBasePath() . '/classes/GovernmentForms/GovernmentForms.class.php' ); $gf = new GovernmentForms(); $this->form_obj['gf'] = $gf; return $this->form_obj['gf']; } return $this->form_obj['gf']; } /** * @return bool */ function clearFormObject() { $this->form_obj['gf'] = false; return true; } /** * @return mixed */ function getF940Object() { if ( !isset( $this->form_obj['f940'] ) || !is_object( $this->form_obj['f940'] ) ) { $this->form_obj['f940'] = $this->getFormObject()->getFormObject( '940', 'US' ); return $this->form_obj['f940']; } return $this->form_obj['f940']; } /** * @return bool */ function clearF940Object() { $this->form_obj['f940'] = false; return true; } /** * @return mixed */ function getRETURN940Object() { if ( !isset( $this->form_obj['return940'] ) || !is_object( $this->form_obj['return940'] ) ) { $this->form_obj['return940'] = $this->getFormObject()->getFormObject( 'RETURN940', 'US' ); return $this->form_obj['return940']; } return $this->form_obj['return940']; } /** * @return bool */ function clearRETURN940Object() { $this->form_obj['return940'] = false; return true; } /** * @return array */ function formatFormConfig() { $default_include_exclude_arr = [ 'include_pay_stub_entry_account' => [], 'exclude_pay_stub_entry_account' => [] ]; $default_arr = [ 'total_payments' => $default_include_exclude_arr, 'exempt_payments' => $default_include_exclude_arr, ]; $retarr = array_merge( $default_arr, (array)$this->getFormConfig() ); return $retarr; } /** * @param $user_id * @param $date_stamp * @param $row * @param $setup_data * @param $form_data * @param $payments_over_cutoff * @param $before_adjustment_tax_rate * @param int $excluded_wage_avg * @param array $state_credit_reduction_rates * @return bool */ function _handlePayStubEntryRecord( $user_id, $date_stamp, $row, $setup_data, $form_data, $payments_over_cutoff, $before_adjustment_tax_rate, $excluded_wage_avg = 0, $state_credit_reduction_rates = null ) { $legal_entity_id = $row['legal_entity_id']; $quarter_month = TTDate::getYearQuarterMonth( $date_stamp ); if ( !isset( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['legal_entity_id'] ) ) { $this->tmp_data['ytd_pay_stub_entry'][$user_id]['legal_entity_id'] = $legal_entity_id; } if ( !isset( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['net_payments'] ) ) { $this->tmp_data['ytd_pay_stub_entry'][$user_id]['net_payments'] = 0; } if ( !isset( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['excess_payments'] ) ) { $this->tmp_data['ytd_pay_stub_entry'][$user_id]['excess_payments'] = 0; } $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['exempt_payments'] = Misc::calculateMultipleColumns( $row['psen_ids'], $form_data['exempt_payments']['include_pay_stub_entry_account'], $form_data['exempt_payments']['exclude_pay_stub_entry_account'] ); //Net Payments are includes/excludes as they already are excluding exempt payments. $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['net_payments'] = Misc::calculateMultipleColumns( $row['psen_ids'], $form_data['total_payments'][$legal_entity_id]['include_pay_stub_entry_account'], $form_data['total_payments'][$legal_entity_id]['exclude_pay_stub_entry_account'] ); //Total Payments must include net payments plus all exempt payments, as its later subtracted out on Line 7. $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['total_payments'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['exempt_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['net_payments'] ); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'] = $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'] = 0; //Need to total up payments for each employee so we know when we exceed the limit. $this->tmp_data['ytd_pay_stub_entry'][$user_id]['net_payments'] = bcadd( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['net_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['net_payments'] ); if ( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['excess_payments'] == 0 ) { if ( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['net_payments'] > $payments_over_cutoff ) { //Debug::Text(' First time over cutoff for User: '. $user_id, __FILE__, __LINE__, __METHOD__, 10); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'] = bcsub( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['net_payments'], $payments_over_cutoff ); $this->tmp_data['ytd_pay_stub_entry'][$user_id]['excess_payments'] = bcadd( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['excess_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'] ); } } else { //Debug::Text(' Next time over cutoff for User: '. $user_id .' Date Stamp: '. $date_stamp, __FILE__, __LINE__, __METHOD__, 10); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['net_payments'] ); } $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['taxable_wages'] = bcsub( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['total_payments'], bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['exempt_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'] ) ); //State UI taxable wages - Just need taxable wages up to the federal maximum amount for each state. if ( isset( $form_data['state_total_payments'][$legal_entity_id] ) ) { foreach ( $form_data['state_total_payments'][$legal_entity_id] as $state => $state_psen_ids ) { //Make sure some state UI was deducted to include the amounts in the state calculation. $state_deducted_amount = Misc::calculateMultipleColumns( $row['psen_ids'], $state_psen_ids['pay_stub_entry_account'] ); if ( $state_deducted_amount > 0 ) { if ( !isset( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state] ) ) { $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['net_payments'] = 0; $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['excess_payments'] = 0; } $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['net_payments'] = Misc::calculateMultipleColumns( $row['psen_ids'], $state_psen_ids['include_pay_stub_entry_account'], $state_psen_ids['exclude_pay_stub_entry_account'] ); //Total Payments must include net payments plus all exempt payments, as its later subtracted out on Line 7. $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['total_payments'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['net_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['exempt_payments'] ); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['excess_payments'] = $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['adjustment_tax'] = 0; //Need to total up payments for each employee so we know when we exceed the limit. $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['net_payments'] = bcadd( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['net_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['net_payments'] ); if ( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['excess_payments'] == 0 ) { if ( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['net_payments'] > $payments_over_cutoff ) { //Debug::Text(' First time over cutoff for User: '. $user_id, __FILE__, __LINE__, __METHOD__, 10); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['excess_payments'] = ( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['net_payments'] - $payments_over_cutoff ); $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['excess_payments'] = bcadd( $this->tmp_data['ytd_pay_stub_entry'][$user_id]['state'][$state]['excess_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['excess_payments'] ); } } else { //Debug::Text(' Next time over cutoff for User: '. $user_id .' Date Stamp: '. $date_stamp, __FILE__, __LINE__, __METHOD__, 10); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['excess_payments'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['excess_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['net_payments'] ); } $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['taxable_wages'] = bcsub( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['total_payments'], bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['exempt_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['state'][$state]['excess_payments'] ) ); //Handle state credit reduction rates. if ( isset( $state_credit_reduction_rates[$state] ) && $state_credit_reduction_rates[$state] != 0 ) { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'], bcmul( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['taxable_wages'], $state_credit_reduction_rates[$state] ) ); //Debug::Text(' Line 11: Adjustment Tax: '. $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'], __FILE__, __LINE__, __METHOD__, 10); } } } unset( $state, $state_deducted_amount, $state_psen_ids ); } $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['before_adjustment_tax'] = bcmul( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['taxable_wages'], $before_adjustment_tax_rate ); if ( isset( $setup_data['line_10'] ) && TTi18n::parseFloat( $setup_data['line_10'] ) > 0 ) { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'], $excluded_wage_avg ); //Debug::Text(' Line 10: Adjustment Tax: '. $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'], __FILE__, __LINE__, __METHOD__, 10); } //Debug::Text(' Total Adjustment Tax: '. $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'], __FILE__, __LINE__, __METHOD__, 10); $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['after_adjustment_tax'] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['before_adjustment_tax'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'] ); //Separate data used for reporting, grouping, sorting, from data specific used for the Form. if ( !isset( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp] ) ) { $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp] = Misc::preSetArrayValues( [], [ 'total_payments', 'exempt_payments', 'excess_payments', 'taxable_wages', 'before_adjustment_tax', 'adjustment_tax', 'after_adjustment_tax' ], 0 ); } $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['total_payments'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['total_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['total_payments'] ); $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['exempt_payments'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['exempt_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['exempt_payments'] ); $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['excess_payments'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['excess_payments'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['excess_payments'] ); $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['taxable_wages'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['taxable_wages'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['taxable_wages'] ); $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['before_adjustment_tax'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['before_adjustment_tax'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['before_adjustment_tax'] ); $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['adjustment_tax'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['adjustment_tax'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['adjustment_tax'] ); $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['after_adjustment_tax'] = bcadd( $this->form_data['pay_period'][$legal_entity_id][$quarter_month][$date_stamp]['after_adjustment_tax'], $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['after_adjustment_tax'] ); return true; } /** * @param array $filter_data * @param array $setup_data * @return mixed */ function handleLine10Amount( $filter_data, $setup_data ) { if ( TTDate::getMonthDifference( $filter_data['start_date'], $filter_data['end_date'] ) < 9.5 ) { //Must be at least into the 4th quarter Debug::Text( ' Report is for less than 4 quarters, so ignore Line 10 as it can cause problems with Line 17 and per quarter break down.', __FILE__, __LINE__, __METHOD__, 10 ); $setup_data['line_10'] = null; } return $setup_data; } /** * @return array */ function getForm940SACreditReductionRatesForUnitTests() { return [ 'NY' => 0.014, 'CA' => 0.024 ]; } /** * Get raw data for report * @param null $format * @return bool */ function _getData( $format = null ) { $this->tmp_data = [ 'pay_stub_entry' => [], 'ytd_pay_stub_entry' => [] ]; $filter_data = $this->getFilterConfig(); $form_data = $this->formatFormConfig(); $setup_data = $this->handleLine10Amount( $filter_data, $this->getFormConfig() ); //$setup_data['enable_credit_reduction_test'] = TRUE; //TEST ONLY - Forces bogus credit reduction calculations. if ( isset( $setup_data['total_payments'] ) ) { unset( $setup_data['total_payments'], $form_data['total_payments'] ); //Ignore any total_payment include/exclude coming from the UI. As its determined from remittance agency data below. } if ( !isset( $setup_data['line_10'] ) ) { $setup_data['line_10'] = null; } $payments_over_cutoff = $this->getF940Object()->payment_cutoff_amount; //Need to get this from the government form. $before_adjustment_tax_rate = $this->getF940Object()->futa_tax_before_adjustment_rate; $tax_rate = $this->getF940Object()->futa_tax_rate; Debug::Text( ' Cutoff: ' . $payments_over_cutoff . ' Before Adjustment Rate: ' . $before_adjustment_tax_rate . ' Rate: ' . $tax_rate . ' Line 10: ' . $setup_data['line_10'], __FILE__, __LINE__, __METHOD__, 10 ); //Get remittance agency for joining. Also use this to find the Tax/Deduction records to determine the include/exclude pay stub accounts. $filter_data['type_id'] = [ 10, 20 ]; //Federal/State (Need State here to determine if they are a multi-state employer or not. $filter_data['country'] = [ 'US' ]; //US Federal $ralf = TTnew( 'PayrollRemittanceAgencyListFactory' ); /** @var PayrollRemittanceAgencyListFactory $ralf */ $ralf->getAPISearchByCompanyIdAndArrayCriteria( $this->getUserObject()->getCompany(), $filter_data ); Debug::Text( ' Remittance Agency Total Rows: ' . $ralf->getRecordCount(), __FILE__, __LINE__, __METHOD__, 10 ); $this->getProgressBarObject()->start( $this->getAPIMessageID(), $ralf->getRecordCount(), null, TTi18n::getText( 'Retrieving Remittance Agency Data...' ) ); if ( $ralf->getRecordCount() > 0 ) { foreach ( $ralf as $key => $ra_obj ) { //Initialize array for federal payments above the per state loop below. if ( !isset( $form_data['total_payments'][$ra_obj->getLegalEntity()] ) ) { $form_data['total_payments'][$ra_obj->getLegalEntity()] = [ 'include_pay_stub_entry_account' => [], 'exclude_pay_stub_entry_account' => [], 'pay_stub_entry_account' => [] ]; } if ( !isset( $form_data['state_total_payments'][$ra_obj->getLegalEntity()] ) ) { $form_data['state_total_payments'][$ra_obj->getLegalEntity()] = []; } if ( $ra_obj->getStatus() == 10 && ( ( $ra_obj->getType() == 10 && $ra_obj->parseAgencyID( null, 'id' ) == 10 ) //IRS || ( $ra_obj->getType() == 20 && $ra_obj->parseAgencyID( null, 'id' ) == 20 ) //State Unemployment Agency. || ( $ra_obj->parseAgencyID( null, 'id' ) == 10 && in_array( $ra_obj->getProvince(), [ 'NY', 'CA', 'NM', 'OR' ] ) ) ) ) { //States that combine UI with Income Tax. $province_id = ( $ra_obj->getType() == 20 ) ? $ra_obj->getProvince() : '00'; $this->form_data['remittance_agency'][$ra_obj->getLegalEntity()][$province_id] = $ra_obj; if ( $province_id != '00' ) { $this->form_data['remittance_agency_states'][$ra_obj->getLegalEntity()][$province_id] = true; //Track which states have remittance agencies to determine multi-state employer or not. } //Get associated CompanyDeduction record to determine include/exclude PSE accounts for Total payments to all employees. $cdlf = $ra_obj->getCompanyDeductionListFactory(); if ( $cdlf->getRecordCount() > 0 ) { foreach ( $cdlf as $cd_obj ) { if ( $cd_obj->getCalculation() == 89 || $cd_obj->getCalculation() == 210 || ( $cd_obj->getCalculation() == 15 && stripos( $cd_obj->getName(), 'unemployment' ) !== false ) ) { //89=Federal Unemployment, 210=State Unemployment, 15=Advanced Percent (Legacy method for both) Debug::Text( ' Found Company Deduction record: ' . $cd_obj->getName() . ' linked to Agency: ' . $ra_obj->getName(), __FILE__, __LINE__, __METHOD__, 10 ); if ( $province_id == '00' ) { //Federal payments $form_data['total_payments'][$ra_obj->getLegalEntity()]['include_pay_stub_entry_account'] = array_unique( array_merge( $form_data['total_payments'][$ra_obj->getLegalEntity()]['include_pay_stub_entry_account'], (array)$cd_obj->getIncludePayStubEntryAccount() ) ); $form_data['total_payments'][$ra_obj->getLegalEntity()]['exclude_pay_stub_entry_account'] = array_unique( array_merge( $form_data['total_payments'][$ra_obj->getLegalEntity()]['exclude_pay_stub_entry_account'], (array)$cd_obj->getExcludePayStubEntryAccount() ) ); $form_data['total_payments'][$ra_obj->getLegalEntity()]['pay_stub_entry_account'] = array_unique( array_merge( $form_data['total_payments'][$ra_obj->getLegalEntity()]['pay_stub_entry_account'], (array)$cd_obj->getPayStubEntryAccount() ) ); } else { $form_data['state_total_payments'][$ra_obj->getLegalEntity()][$province_id]['include_pay_stub_entry_account'] = array_unique( array_merge( $form_data['total_payments'][$ra_obj->getLegalEntity()]['include_pay_stub_entry_account'], (array)$cd_obj->getIncludePayStubEntryAccount() ) ); $form_data['state_total_payments'][$ra_obj->getLegalEntity()][$province_id]['exclude_pay_stub_entry_account'] = array_unique( array_merge( $form_data['total_payments'][$ra_obj->getLegalEntity()]['exclude_pay_stub_entry_account'], (array)$cd_obj->getExcludePayStubEntryAccount() ) ); $form_data['state_total_payments'][$ra_obj->getLegalEntity()][$province_id]['pay_stub_entry_account'] = array_unique( array_merge( $form_data['total_payments'][$ra_obj->getLegalEntity()]['pay_stub_entry_account'], (array)$cd_obj->getPayStubEntryAccount() ) ); } } } } } $this->getProgressBarObject()->set( $this->getAPIMessageID(), $key ); } unset( $province_id ); Debug::Arr( $form_data['total_payments'], ' PSE Accounts for Federal Total Payments: ', __FILE__, __LINE__, __METHOD__, 10 ); Debug::Arr( $form_data['state_total_payments'], ' PSE Accounts for State Total Payments: ', __FILE__, __LINE__, __METHOD__, 10 ); } //Need to get totals up to the beginning of this quarter so we can determine if any employees have exceeded the wage limit $pself = TTnew( 'PayStubEntryListFactory' ); /** @var PayStubEntryListFactory $pself */ $ytd_filter_data = $filter_data; $ytd_filter_data['end_date'] = ( $ytd_filter_data['start_date'] - 1 ); $ytd_filter_data['start_date'] = TTDate::getBeginYearEpoch( $ytd_filter_data['start_date'] ); $pself->getAPIReportByCompanyIdAndArrayCriteria( $this->getUserObject()->getCompany(), $ytd_filter_data ); Debug::Text( 'YTD Filter Data: Start Date: ' . TTDate::getDate( 'DATE', $ytd_filter_data['start_date'] ) . ' End Date: ' . TTDate::getDate( 'DATE', $ytd_filter_data['end_date'] ) . ' Rows: ' . $pself->getRecordCount(), __FILE__, __LINE__, __METHOD__, 10 ); //Debug::Arr($ytd_filter_data, 'YTD Filter Data: Row Count: '. $pself->getRecordCount(), __FILE__, __LINE__, __METHOD__, 10); if ( $pself->getRecordCount() > 0 ) { foreach ( $pself as $pse_obj ) { $user_id = $pse_obj->getColumn( 'user_id' ); //Make sure we don't add this to the unique user_id list. $legal_entity_id = $pse_obj->getColumn( 'legal_entity_id' ); //Always use middle day epoch, otherwise multiple entries could exist for the same day. $date_stamp = TTDate::getMiddleDayEpoch( TTDate::strtotime( $pse_obj->getColumn( 'pay_stub_transaction_date' ) ) ); $branch = $pse_obj->getColumn( 'default_branch' ); $department = $pse_obj->getColumn( 'default_department' ); $pay_stub_entry_name_id = $pse_obj->getPayStubEntryNameId(); if ( !isset( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp] ) ) { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp] = [ 'legal_entity_id' => $legal_entity_id, 'pay_period_start_date' => strtotime( $pse_obj->getColumn( 'pay_stub_start_date' ) ), 'pay_period_end_date' => strtotime( $pse_obj->getColumn( 'pay_stub_end_date' ) ), 'pay_period_transaction_date' => strtotime( $pse_obj->getColumn( 'pay_stub_transaction_date' ) ), 'pay_period' => strtotime( $pse_obj->getColumn( 'pay_stub_transaction_date' ) ), ]; } if ( isset( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id] ) ) { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id], $pse_obj->getColumn( 'amount' ) ); } else { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id] = $pse_obj->getColumn( 'amount' ); } } if ( isset( $this->tmp_data['pay_stub_entry'] ) && is_array( $this->tmp_data['pay_stub_entry'] ) ) { foreach ( $this->tmp_data['pay_stub_entry'] as $user_id => $data_a ) { foreach ( $data_a as $date_stamp => $data_b ) { $this->_handlePayStubEntryRecord( $user_id, $date_stamp, $data_b, $setup_data, $form_data, $payments_over_cutoff, $before_adjustment_tax_rate ); } } } Debug::Arr( $this->tmp_data['ytd_pay_stub_entry'], 'YTD Tmp Raw Data: ', __FILE__, __LINE__, __METHOD__, 10 ); } unset( $pse_obj, $user_id, $date_stamp, $branch, $department, $pay_stub_entry_name_id, $data_a, $data_b ); $this->tmp_data['pay_stub_entry'] = []; //Reset this array once all YTD totals are calculated $pself = TTnew( 'PayStubEntryListFactory' ); /** @var PayStubEntryListFactory $pself */ $pself->getAPIReportByCompanyIdAndArrayCriteria( $this->getUserObject()->getCompany(), $filter_data, null, null, null, [ 'user_id' => 'asc', 'pay_stub_transaction_date' => 'asc' ] ); if ( $pself->getRecordCount() > 0 ) { foreach ( $pself as $pse_obj ) { $legal_entity_id = $pse_obj->getColumn( 'legal_entity_id' ); $user_id = $pse_obj->getColumn( 'user_id' ); $date_stamp = $this->date_stamps[] = TTDate::strtotime( $pse_obj->getColumn( 'pay_stub_transaction_date' ) ); $pay_stub_entry_name_id = $pse_obj->getPayStubEntryNameId(); if ( !isset( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp] ) ) { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp] = [ 'legal_entity_id' => $legal_entity_id, 'pay_period_start_date' => strtotime( $pse_obj->getColumn( 'pay_stub_start_date' ) ), 'pay_period_end_date' => strtotime( $pse_obj->getColumn( 'pay_stub_end_date' ) ), 'pay_period_transaction_date' => strtotime( $pse_obj->getColumn( 'pay_stub_transaction_date' ) ), 'pay_period' => strtotime( $pse_obj->getColumn( 'pay_stub_transaction_date' ) ), ]; } if ( isset( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id] ) ) { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id] = bcadd( $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id], $pse_obj->getColumn( 'amount' ) ); } else { $this->tmp_data['pay_stub_entry'][$user_id][$date_stamp]['psen_ids'][$pay_stub_entry_name_id] = $pse_obj->getColumn( 'amount' ); } } unset( $legal_entity_id, $user_id, $date_stamp, $pay_stub_entry_name_id, $pse_obj ); if ( isset( $this->tmp_data['pay_stub_entry'] ) && is_array( $this->tmp_data['pay_stub_entry'] ) ) { $excluded_wage_avg = null; //The proper way to handle this is as per the 940 instructions Part 5: "To figure your FUTA tax liability for the fourth quarter, complete Form 940 through line 12. Then copy the amount from line 12 onto line 17. Lastly, subtract the sum of lines 16a through 16c from line 17 and enter the result on line 16d." // Which is handled in the 940.class.php. // if ( $setup_data['line_10'] > 0 ) { // //Because they had to fill out a separate worksheet which we don't deal with, just average the excluded wages over each loop iteration. // $excluded_wage_divisor = 0; // foreach($this->tmp_data['pay_stub_entry'] as $user_id => $data_a) { // foreach($data_a as $date_stamp => $data_b) { // $excluded_wage_divisor++; // } // } // $excluded_wage_avg = bcdiv( $setup_data['line_10'], $excluded_wage_divisor ); // Debug::Text(' Excluded Wage Avg: '. $excluded_wage_avg .' Divisor: '. $excluded_wage_divisor, __FILE__, __LINE__, __METHOD__, 10); // unset($user_id, $data_a, $data_b, $date_stamp); // } //Get the Form 940 Schedula A object, so we can pull out credit reduction rates from it. $f940sa = $this->getFormObject()->getFormObject( '940sa', 'US' ); $state_credit_reduction_rates = $f940sa->credit_reduction_rates; if ( isset( $setup_data['enable_credit_reduction_test'] ) && $setup_data['enable_credit_reduction_test'] == true ) { //When in unit test mode don't clear form objects so we can run asserts against them. $state_credit_reduction_rates = $f940sa->credit_reduction_rates = $this->getForm940SACreditReductionRatesForUnitTests(); //Force credit reduction during unit tests. } foreach ( $this->tmp_data['pay_stub_entry'] as $user_id => $data_a ) { foreach ( $data_a as $date_stamp => $data_b ) { //Debug::Text(' Quarter Month: '. $quarter_month .' Date: '. TTDate::getDate('DATE+TIME', $date_stamp ), __FILE__, __LINE__, __METHOD__, 10); $this->_handlePayStubEntryRecord( $user_id, $date_stamp, $data_b, $setup_data, $form_data, $payments_over_cutoff, $before_adjustment_tax_rate, $excluded_wage_avg, $state_credit_reduction_rates ); } } unset( $date_stamp, $user_id, $data_a, $data_b ); //Total all state amounts if ( isset( $this->tmp_data['ytd_pay_stub_entry'] ) ) { foreach ( $this->tmp_data['ytd_pay_stub_entry'] as $user_id => $tmp_state_data ) { if ( isset( $tmp_state_data['state'] ) && is_array( $tmp_state_data['state'] ) ) { $legal_entity_id = $tmp_state_data['legal_entity_id']; foreach ( $tmp_state_data['state'] as $state => $state_data ) { if ( !isset( $this->form_data['state'][$legal_entity_id][$state]['excess_payments'] ) ) { $this->form_data['state'][$legal_entity_id][$state]['excess_payments'] = 0; } if ( !isset( $this->form_data['state'][$legal_entity_id][$state]['net_payments'] ) ) { $this->form_data['state'][$legal_entity_id][$state]['net_payments'] = 0; } $this->form_data['state'][$legal_entity_id][$state]['excess_payments'] = bcadd( $this->form_data['state'][$legal_entity_id][$state]['excess_payments'], $state_data['excess_payments'] ); $this->form_data['state'][$legal_entity_id][$state]['net_payments'] = bcadd( $this->form_data['state'][$legal_entity_id][$state]['net_payments'], $state_data['net_payments'] ); } } } unset( $user_id, $legal_entity_id, $tmp_state_data, $state, $state_data ); } //Total all pay periods by quarter if ( isset( $this->form_data['pay_period'] ) ) { foreach ( $this->form_data['pay_period'] as $legal_entity_id => $legal_entity_data ) { foreach ( $this->form_data['pay_period'][$legal_entity_id] as $month_id => $pp_data ) { $this->form_data['quarter'][$legal_entity_id][$month_id] = Misc::ArrayAssocSum( $pp_data, null, 8 ); } //Total all quarters. if ( isset( $this->form_data['quarter'][$legal_entity_id] ) ) { $this->form_data['total'][$legal_entity_id] = Misc::ArrayAssocSum( $this->form_data['quarter'][$legal_entity_id], null, 6 ); } } unset( $legal_entity_id, $legal_entity_data ); } } } //Debug::Arr($this->form_data, 'Form Raw Data: ', __FILE__, __LINE__, __METHOD__, 10); //Debug::Arr($this->tmp_data['ytd_pay_stub_entry'], 'Tmp User Total Raw Data: ', __FILE__, __LINE__, __METHOD__, 10); //Debug::Arr($this->tmp_data, 'Tmp Raw Data: ', __FILE__, __LINE__, __METHOD__, 10); //Get user data for joining. $ulf = TTnew( 'UserListFactory' ); /** @var UserListFactory $ulf */ $ulf->getAPISearchByCompanyIdAndArrayCriteria( $this->getUserObject()->getCompany(), $filter_data ); Debug::Text( ' User Total Rows: ' . $ulf->getRecordCount(), __FILE__, __LINE__, __METHOD__, 10 ); $this->getProgressBarObject()->start( $this->getAPIMessageID(), $ulf->getRecordCount(), null, TTi18n::getText( 'Retrieving Data...' ) ); foreach ( $ulf as $key => $u_obj ) { $this->tmp_data['user'][$u_obj->getId()] = (array)$u_obj->getObjectAsArray( $this->getColumnDataConfig() ); $this->tmp_data['user'][$u_obj->getId()]['user_id'] = $u_obj->getId(); $this->tmp_data['user'][$u_obj->getId()]['legal_entity_id'] = $u_obj->getLegalEntity(); $this->getProgressBarObject()->set( $this->getAPIMessageID(), $key ); } //Debug::Arr($this->tmp_data['user'], 'User Raw Data: ', __FILE__, __LINE__, __METHOD__, 10); //Get legal entity data for joining. $lelf = TTnew( 'LegalEntityListFactory' ); /** @var LegalEntityListFactory $lelf */ $lelf->getAPISearchByCompanyIdAndArrayCriteria( $this->getUserObject()->getCompany(), $filter_data ); Debug::Text( ' Legal Entity Total Rows: ' . $lelf->getRecordCount(), __FILE__, __LINE__, __METHOD__, 10 ); $this->getProgressBarObject()->start( $this->getAPIMessageID(), $lelf->getRecordCount(), null, TTi18n::getText( 'Retrieving Legal Entity Data...' ) ); if ( $lelf->getRecordCount() > 0 ) { foreach ( $lelf as $key => $le_obj ) { if ( $format == 'html' || $format == 'pdf' ) { $this->tmp_data['legal_entity'][$le_obj->getId()] = Misc::addKeyPrefix( 'legal_entity_', (array)$le_obj->getObjectAsArray( Misc::removeKeyPrefix( 'legal_entity_', $this->getColumnDataConfig() ) ) ); $this->tmp_data['legal_entity'][$le_obj->getId()]['legal_entity_id'] = $le_obj->getId(); } else { $this->form_data['legal_entity'][$le_obj->getId()] = $le_obj; } $this->getProgressBarObject()->set( $this->getAPIMessageID(), $key ); } } return true; } /** * PreProcess data such as calculating additional columns from raw data etc... * @return bool */ function _preProcess() { $this->getProgressBarObject()->start( $this->getAPIMessageID(), count( $this->tmp_data['pay_stub_entry'] ), null, TTi18n::getText( 'Pre-Processing Data...' ) ); //Merge time data with user data $key = 0; if ( isset( $this->tmp_data['pay_stub_entry'] ) ) { foreach ( $this->tmp_data['pay_stub_entry'] as $user_id => $level_1 ) { foreach ( $level_1 as $date_stamp => $row ) { if ( isset( $this->tmp_data['user'][$user_id] ) ) { $date_columns = TTDate::getReportDates( null, $date_stamp, false, $this->getUserObject(), [ 'pay_period_start_date' => $row['pay_period_start_date'], 'pay_period_end_date' => $row['pay_period_end_date'], 'pay_period_transaction_date' => $row['pay_period_transaction_date'] ] ); $processed_data = [//'pay_period' => array('sort' => $row['pay_period_start_date'], 'display' => TTDate::getDate('DATE', $row['pay_period_start_date'] ).' -> '. TTDate::getDate('DATE', $row['pay_period_end_date'] ) ), ]; $tmp_legal_array = []; if ( isset( $this->tmp_data['legal_entity'][$this->tmp_data['user'][$user_id]['legal_entity_id']] ) ) { $tmp_legal_array = $this->tmp_data['legal_entity'][$this->tmp_data['user'][$user_id]['legal_entity_id']]; } $this->data[] = array_merge( $this->tmp_data['user'][$user_id], $row, $date_columns, $processed_data, $tmp_legal_array ); } $this->getProgressBarObject()->set( $this->getAPIMessageID(), $key ); $key++; } } unset( $this->tmp_data, $row, $date_columns, $processed_data, $level_1 ); } //Debug::Arr($this->data, 'preProcess Data: ', __FILE__, __LINE__, __METHOD__, 10); return true; } /** * @param null $format * @return mixed */ function _outputPDFForm( $format = null ) { $show_background = true; if ( $format == 'pdf_form_print' ) { $show_background = false; } Debug::Text( 'Generating Form... Format: ' . $format, __FILE__, __LINE__, __METHOD__, 10 ); $filter_data = $this->getFilterConfig(); $setup_data = $this->handleLine10Amount( $filter_data, $this->getFormConfig() ); //Debug::Arr($filter_data, 'Filter Data: ', __FILE__, __LINE__, __METHOD__, 10); $filter_data['end_date'] = isset( $filter_data['end_date'] ) ? $filter_data['end_date'] : null; $current_company = $this->getUserObject()->getCompanyObject(); if ( !is_object( $current_company ) ) { Debug::Text( 'Invalid company object...', __FILE__, __LINE__, __METHOD__, 10 ); return false; } if ( isset( $this->form_data['total'] ) ) { foreach ( $this->form_data['total'] as $legal_entity_id => $legal_entity_data ) { if ( isset( $this->form_data['legal_entity'][$legal_entity_id] ) == false ) { Debug::Text( 'Missing Legal Entity: ' . $legal_entity_id, __FILE__, __LINE__, __METHOD__, 10 ); continue; } if ( isset( $this->form_data['remittance_agency'][$legal_entity_id] ) == false ) { Debug::Text( 'Missing Remittance Agency: ' . $legal_entity_id, __FILE__, __LINE__, __METHOD__, 10 ); continue; } $legal_entity_obj = $this->form_data['legal_entity'][$legal_entity_id]; if ( $format == 'efile_xml' ) { $return940 = $this->getRETURN940Object(); $return940->TaxPeriodEndDate = TTDate::getDate( 'Y-m-d', TTDate::getEndDayEpoch( $filter_data['end_date'] ) ); $return940->ReturnType = ''; $return940->ein = $this->form_data['remittance_agency'][$legal_entity_id]['00']->getPrimaryIdentification(); //Always use EIN from Federal Agency. $return940->BusinessName1 = ''; $return940->BusinessNameControl = ''; $return940->AddressLine = $legal_entity_obj->getAddress1() . ' ' . $legal_entity_obj->getAddress2(); $return940->City = $legal_entity_obj->getCity(); $return940->State = $legal_entity_obj->getProvince(); $return940->ZIPCode = $legal_entity_obj->getPostalCode(); $this->getFormObject()->addForm( $return940 ); } $f940 = $this->getF940Object(); $f940->setDebug( false ); $f940->setShowBackground( $show_background ); $f940->year = TTDate::getYear( $filter_data['end_date'] ); $f940->ein = ( isset( $this->form_data['remittance_agency'][$legal_entity_id]['00'] ) ? $this->form_data['remittance_agency'][$legal_entity_id]['00']->getPrimaryIdentification() : null ); //Always use EIN from Federal Agency. $f940->name = $legal_entity_obj->getLegalName(); $f940->trade_name = $legal_entity_obj->getTradeName(); $f940->address = $legal_entity_obj->getAddress1() . ' ' . $legal_entity_obj->getAddress2(); $f940->city = $legal_entity_obj->getCity(); $f940->state = $legal_entity_obj->getProvince(); $f940->zip_code = $legal_entity_obj->getPostalCode(); if ( isset( $setup_data['return_type'] ) && is_array( $setup_data['return_type'] ) ) { $return_type_arr = []; foreach ( $setup_data['return_type'] as $return_type ) { switch ( $return_type ) { case 10: //Amended $return_type_arr[] = 'a'; break; case 20: //Successor $return_type_arr[] = 'b'; break; case 30: //No Payments $return_type_arr[] = 'c'; break; case 40: //Final $return_type_arr[] = 'd'; break; } } $f940->return_type = $return_type_arr; } if ( isset( $this->form_data['remittance_agency_states'][$legal_entity_id] ) ) { if ( isset( $this->form_data['state'][$legal_entity_id] ) && count( $this->form_data['state'][$legal_entity_id] ) > 1 ) { $f940->l1b = true; //Let them set this manually. } else { $f940->l1a = ( isset( $this->form_data['state'][$legal_entity_id] ) ? key( $this->form_data['state'][$legal_entity_id] ) : key( $this->form_data['remittance_agency_states'][$legal_entity_id] ) ); Debug::Arr( ( isset( $this->form_data['state'][$legal_entity_id] ) ? $this->form_data['state'][$legal_entity_id] : $this->form_data['remittance_agency_states'][$legal_entity_id] ), 'Raw State amounts: State: '. $f940->l1a, __FILE__, __LINE__, __METHOD__, 10 ); } } else { $f940->l1a = 'XX'; //Unknown state due to remittance agency's not setup correctly? } if ( isset( $this->form_data['remittance_agency_states'][$legal_entity_id] ) ) { //Determine which states have FUTA withholdings. if ( isset( $this->form_data['state'][$legal_entity_id] ) && count( $this->form_data['state'][$legal_entity_id] ) > 1 ) { Debug::Arr( $this->form_data['state'][$legal_entity_id], 'Raw State amounts: ', __FILE__, __LINE__, __METHOD__, 10 ); foreach ( $this->form_data['state'][$legal_entity_id] as $state => $tmp_state_data ) { $state_amounts[$state] = bcsub( $tmp_state_data['net_payments'], $tmp_state_data['excess_payments'] ); } if ( isset( $state_amounts ) ) { $f940sa = $this->getFormObject()->getFormObject( '940sa', 'US' ); $f940sa->setDebug( false ); $f940sa->setShowBackground( $show_background ); if ( isset( $setup_data['enable_credit_reduction_test'] ) && $setup_data['enable_credit_reduction_test'] == true ) { //When in unit test mode don't clear form objects so we can run asserts against them. $f940sa->credit_reduction_rates = $this->getForm940SACreditReductionRatesForUnitTests(); //Force credit reduction during unit tests. } $f940sa->year = $f940->year; $f940sa->ein = $f940->ein; $f940sa->name = $f940->name; Debug::Arr( $state_amounts, 'State amounts: ', __FILE__, __LINE__, __METHOD__, 10 ); $f940sa->state_amounts = $state_amounts; $f940->l11 = $f940sa->calcTotal(); //Pass the Schedule A total back to the Form 940 on line 11. Debug::Arr( $f940sa, 'Form 940SA object: ', __FILE__, __LINE__, __METHOD__, 10 ); } } unset( $state, $tmp_state_data, $state_amounts ); // //Test Amounts for each state. // $f940sa = $this->getFormObject()->getFormObject( '940sa', 'US' ); // $f940sa->setDebug(FALSE); // $f940sa->setShowBackground( $show_background ); // $states = $this->getUserObject()->getCompanyObject()->getOptions('province', 'US' ); // foreach( $states as $state_code => $name ) { // if ( !isset($state_amounts[$state_code]) ) { // $state_amounts[$state_code] = rand(100,1000); // } // } // $state_amounts['VI'] = rand(100,1000); // $state_amounts['PR'] = rand(100,1000); // Debug::Arr($state_amounts, 'State amounts: ', __FILE__, __LINE__, __METHOD__, 10); // $f940sa->state_amounts = $state_amounts; // $f940->l11 = $f940sa->calcTotal(); } //Exempt payment check boxes if ( isset( $setup_data['exempt_payment'] ) && is_array( $setup_data['exempt_payment'] ) ) { foreach ( $setup_data['exempt_payment'] as $return_type ) { switch ( $return_type ) { case 10: //Fringe $f940->l4a = true; break; case 20: //Group life insurance $f940->l4b = true; break; case 30: //Retirement/Pension $f940->l4c = true; break; case 40: //Dependant care $f940->l4d = true; break; case 50: //Other $f940->l4e = true; break; } } } //Debug::Arr($this->form_data['quarter'], 'Final Data for Form: ', __FILE__, __LINE__, __METHOD__, 10); if ( isset( $this->form_data ) && count( $this->form_data ) >= 6 ) { $f940->l3 = $this->form_data['total'][$legal_entity_id]['total_payments']; $f940->l4 = $this->form_data['total'][$legal_entity_id]['exempt_payments']; $f940->l5 = $this->form_data['total'][$legal_entity_id]['excess_payments']; $f940->l9 = ( isset( $setup_data['line_9'] ) && $setup_data['line_9'] == true ) ? true : false; $f940->l10 = ( isset( $setup_data['line_10'] ) ) ? TTi18n::parseFloat( $setup_data['line_10'] ) : null; $f940->l13 = ( isset( $setup_data['tax_deposited'] ) && $setup_data['tax_deposited'] != '' ) ? TTi18n::parseFloat( $setup_data['tax_deposited'] ) : null; $f940->l15b = true; if ( isset( $this->form_data['quarter'][$legal_entity_id][1]['after_adjustment_tax'] ) ) { $f940->l16a = round( $this->form_data['quarter'][$legal_entity_id][1]['after_adjustment_tax'], 2 ); } if ( isset( $this->form_data['quarter'][$legal_entity_id][2]['after_adjustment_tax'] ) ) { $f940->l16b = round( $this->form_data['quarter'][$legal_entity_id][2]['after_adjustment_tax'], 2 ); } if ( isset( $this->form_data['quarter'][$legal_entity_id][3]['after_adjustment_tax'] ) ) { $f940->l16c = round( $this->form_data['quarter'][$legal_entity_id][3]['after_adjustment_tax'], 2 ); } if ( isset( $this->form_data['quarter'][$legal_entity_id][4]['after_adjustment_tax'] ) ) { $f940->l16d = round( $this->form_data['quarter'][$legal_entity_id][4]['after_adjustment_tax'], 2 ); } } else { Debug::Arr( $this->data, 'Invalid Form Data: ', __FILE__, __LINE__, __METHOD__, 10 ); } Debug::Arr( $f940, 'Form 940 object: ', __FILE__, __LINE__, __METHOD__, 10 ); $this->getFormObject()->addForm( $f940 ); if ( isset( $f940sa ) && is_object( $f940sa ) ) { $this->getFormObject()->addForm( $f940sa ); unset( $f940sa ); //Clear object after its used so it can't carry over to the next loop iteration. } if ( $format == 'efile_xml' ) { $output_format = 'XML'; $file_name = '940_efile_' . date( 'Y_m_d' ) . '_' . Misc::sanitizeFileName( $this->form_data['legal_entity'][$legal_entity_id]->getTradeName() ) . '.xml'; $mime_type = 'applications/octet-stream'; //Force file to download. } else { $output_format = 'PDF'; $file_name = $this->file_name . '_' . Misc::sanitizeFileName( $this->form_data['legal_entity'][$legal_entity_id]->getTradeName() ) . '.pdf'; $mime_type = $this->file_mime_type; } $output = $this->getFormObject()->output( $output_format ); $file_arr[] = [ 'file_name' => $file_name, 'mime_type' => $mime_type, 'data' => $output ]; if ( !defined( 'UNIT_TEST_MODE' ) || UNIT_TEST_MODE === false ) { //When in unit test mode don't clear form objects so we can run asserts against them. $this->clearFormObject(); $this->clearF940Object(); $this->clearRETURN940Object(); } } } if ( isset( $file_name ) && $file_name != '' ) { $zip_filename = explode( '.', $file_name ); if ( isset( $zip_filename[( count( $zip_filename ) - 1 )] ) ) { $zip_filename = str_replace( '.', '', str_replace( $zip_filename[( count( $zip_filename ) - 1 )], '', $file_name ) ) . '.zip'; } else { $zip_filename = str_replace( '.', '', $file_name ) . '.zip'; } return Misc::zip( $file_arr, $zip_filename, true ); } Debug::Text( ' Returning FALSE!', __FILE__, __LINE__, __METHOD__, 10 ); return false; } /** * @param null $format * @return array|bool */ function _output( $format = null ) { if ( $format == 'pdf_form' || $format == 'pdf_form_print' || $format == 'efile_xml' ) { return $this->_outputPDFForm( $format ); } else { return parent::_output( $format ); } } } ?>