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docs/testing/data-import-profiles.md

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+## Data Import Profiles
+
+To test different scenarios of data we can get from the Data Import service, we have created **data import profiles**. "Marge" is the default **profile**. 
+
+## How do I test with these profiles?
+
+**If you are a developer:**
+1. Have the app running locally and go to the account page: http://localhost:3000/df/file/account/
+2. Select Data Import Profile to show all the profiles.
+3. Click on "Reset your account and use profile: [profile name]"
+4. Click on "start a new return" from that same profile.
+5. Go home and use DF: http://localhost:3000/df/file/home/
+
+## Why do we have Simpsons characters for profiles?
+
+Because they are fun.
+
+## What do they do?
+
+Here are some basic features of each profile as of Jan 16, 2025:
+
+### Marge
+Features:
+- Complete About You data 
+- Has IP PIN
+- Has 1 W2 from SPRINGFIELD ATOMIC POWER AND LIGHT
+
+### Marge with only SADI success
+Features:
+- Complete About You data 
+- Error for IP PIN
+- Error for W2s
+
+### Bart, Lisa
+Features:
+- Complete About You data 
+- No IP PIN
+- Has 1 W2 from Goods and Stuff
+
+### Homer
+Features:
+- Complete About You data 
+- No IP PIN
+- Has 1 W2 from SPRINGFIELD ATOMIC POWER AND LIGHT
+
+### Lisa Knockout
+Features:
+- Complete About You data 
+- No IP PIN
+- Has 1 W2 from Goods and Stuff with KO for Box 13 - Statutory Employee
+
+### Grandma
+Features:
+- Complete About You data 
+- No IP PIN
+- Has 1 W2 from Goods and Stuff
+
+### Abe
+Features:
+- Complete About You data 
+  - Mailing address and street address
+  - Street address has '.' and '&' in it
+- Incomplete IP PIN
+- Has 5 W2s
+
+### December 27
+- Complete About you data
+- Has IP PIN
+- Incomplete W2s
+
+### Jon
+- Complete About you data
+  - Made to test a really long name: "Johnjacobjingleheimer Kleinschmidtingtonheimer"
+- Error for IP PIN and W2s
+
+### Kent
+- Complete About you data
+  - Made to test symbols in the name fields "_" and "$"
+- No IP PIN
+- Has 1 W2 from Channel 5
+
+### Krusty
+- Complete About you data
+- No IP Pin
+- Has 2 W2s that trigger all possible KOs from Data Import
+
+### Milhouse
+- Complete About you data with the email "thrillhouse@gmail.com" which is pretty cool, I mean objectively speaking
+- No IP Pin
+- Has 2 W2s from Goods and Stuff and Kwiki Mart
+
+### Ned
+- Complete About you data 
+- No IP Pin
+- Has a W2 from Goods and Stuff with an employee address different from the filer's address in about you
+- Has 1099 int
+
+### Owen
+- Complete about you data from Shmowen Shmoutts, made to test the null mailing address bug
+- Has IP Pin
+- Incomplete W2
+
+### Sean
+- Complete About you data 
+- No IP Pin
+- Has 1 W2 from SPEEDWAY
+
+### Sideshow Bob
+- About you data but without email
+- No IP Pin
+- No W2s
+
+### Rod
+- KO 1099-INT
+
+### Maude
+- 6 1099-INTs
+
+### Ned
+- 1 1099-INT
+
+## Fact Graph Shortcuts
+
+Don't want to fill out all of Direct File just to test a data import feature? Here are some pre-made FactGraphs that get you to various sections:
+
+### 1099-INT 
+- Rod profile FG:[rod_1099_ko.json](uploads/95c1bfab5d7de7db1e5ce66c8eabff52/rod_1099_ko.json)
+- Maude profile FG:[maude_1099-ints.json](uploads/eae401f1c2836421f395f6edf086b329/maude_1099-ints.json)
+- Ned profile FG:[ned_1099_ints.json](uploads/59cca7745f4029ce0e20ff34674a0fc4/ned_1099_ints.json)
+

docs/testing/fact-graph-library.md

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+# Fact Graph Library
+
+## About these Fact Graphs
+
+We made a limited number of starting assumptions for these filing status fact graphs. They are filled in so that TP1:
+
+* Has an SSN
+* Is a citizen
+* Is an age within DF's range of support
+* Lived and earned in a state that doesn't have its own state-specific questions in the flow (no AK, MD, NJ, or NY)
+* Is NOT a dependent taxpayer (unless as specific filing status scenario calls for it, like a dependent QSS taxpayer)
+
+<details>
+<summary>The goal a Utility Fact Graph</summary>
+
+**What we kept in mind when making these:**
+
+- The goal of a Utility Fact Graph is to save **manual testers** time on tax return fill-in as they test many different scenarios.
+- It's meant to be a no-frills foundation for further editing: it is not meant to capture the world of fact combinations that could result in a given filing status.
+- Because Data Import functionality now locks down the SSN/ITIN and Date of Birth fields for TP1 in the UI, we chose to make all these fact graphs with an SSN and a set age: over or under 65. If a tester needs an ITIN or a different DOB for TP1, they will have to manually change that in the fact graph json or just fill in a fresh return in the UI.
+
+**Utility fact graphs should:**
+
+* be limited to answers and choices contained in Section 1, You and your family
+* answer all questions that don't go to filing status determination in a vanilla way that doesn't lead to conditional questions or potential downstream effects
+* only add a person to the Family and household section if a qualifying person is required for filing status eligibility
+* avoid answering in ways that could impact things other than filing status (for example, even though a QSS qualifying person can be any age and a couple different relationship types, it could be confusing and potentially impact other tests if in the utility fact graph they were filled in as a 'foster child' instead of a biological child)
+
+</details>
+
+### How to use a fact graph in DF
+
+1. Copy the text of the entire fact graph you want to load into DF
+2. Start a new tax return in DF or use an existing return
+3. Go to the Account menu in DF
+4. Expand the accordion for "Upload data" that's in the orange box titled "Dev-only Control Panel"
+5. Paste the whole fact graph into the box labeled "Paste factgraph"
+6. Click "Upload fact graph from text"
+7. Say OK in the dialog box that pops up asking if you want to overwrite the existing return
+8. Go back to your tax return, your fact graph info should now be populated
+
+## Single Filing Status
+
+### Under 65
+
+* [Single (1995, MA)](fact-graphs/single_1995_ma.json)
+
+### Over 65
+
+* [Single (1940, MA)](fact-graphs/single-1940-MA.json)
+
+## Married Filing Jointly Filing Status
+
+### Under 65
+
+* [MFJ (1995, TN)](fact-graphs/mfj_1995_TN.json)
+
+### Over 65
+
+* [MFJ (1940, TN)](fact-graphs/mfj_1940_TN.json)
+
+## Married Filing Separately Filing Status
+
+### Under 65
+
+* [MFS (by choice, 1995, TN)](fact-graphs/mfs_by_choice_1995_TN.json)
+* [MFS (because spouse is NR, 1995, FL)](fact-graphs/mfs_w_nr_spouse_1995_FL.json)
+
+### Over 65
+
+* [MFS (by choice, 1940, TN)](fact-graphs/mfs_by_choice_1940_TN.json)
+* [MFS (because spouse is NR, 1940, FL)](fact-graphs/mfs_w_nr_spouse_1940_FL.json)
+
+## Head of Household Filing Status
+
+### Under 65
+
+* [HOH (TP unmarried, qp is their claimed dependent, 1995, TN)](fact-graphs/HOH_unmarried_claimed_dependent_1995_TN.json)
+* [HOH (TP unmarried, qp is non-dependent, 1995, TN)](fact-graphs/HOH_unmarried_with_nondependent_hoh-qp_1995_TN.json)
+* [HOH (TP considered unmarried for HOH, qp is their claimed dependent, 1995, TN)](fact-graphs/considered_unmarried_for_HOH_claimed_dep_qp_1995_TN.json)
+* [HOH (TP considered unmarried for HOH, married to nonresident and lived together last 6 months, claimed dependent, 1995, TN)](fact-graphs/fact-graph-2024-12-10-hoh-considered-unmarried-nra.json)
+* [HOH (TP considered unmarried for HOH, qp is non-dependent, 1995, TN)](fact-graphs/considered_unmarried_for_HOH_nondependent_hoh-qp_1995_TN.json)
+
+### Over 65
+
+* [HOH (TP unmarried, qp is their claimed dependent, 1940, TN)](fact-graphs/HOH_unmarried_claimed_dependent_1940_TN.json)
+* [HOH (TP unmarried, qp is non-dependent, 1940, TN)](fact-graphs/HOH_unmarried_with_nondependent_hoh-qp_1940_TN.json)
+* [HOH (TP considered unmarried for HOH, qp is their claimed dependent, 1940, TN)](fact-graphs/considered_unmarried_for_HOH_claimed_dep_qp_1940_TN.json)
+* [HOH (TP considered unmarried for HOH, qp is non-dependent, 1940, TN)](fact-graphs/considered_unmarried_for_HOH_nondependent_hoh-qp_1940_TN.json)
+
+## Qualifying Surviving Spouse Filing Status
+
+### Under 65
+
+* [QSS (QSS-qp is their claimed dependent, 1995, MA)](fact-graphs/QSS-1995-MA.json)
+* [QSS (QSS-qp is a non-dependent, 1995, MA)](fact-graphs/QSS-nondepQP-1995-MA.json)
+* Dependent Taxpayer QSS
+  * [QSS (TP is dependent taxpayer, QSS-qp doesn't meet dependent tests, 1995, MA)](fact-graphs/QSS-dependentTP-nondepQP-1995-MA.json)
+  * [QSS (TP is dependent taxpayer, QSS-qp meets dependent tests but TP can't claim them because TP is a dependent themselves, 1995, MA)](fact-graphs/QSS-dependentTP-QP-passes-dependent-tests-1995-MA.json)
+
+### Over 65
+
+* [QSS (QSS-qp is their claimed dependent, 1940, MA)](fact-graphs/QSS-1940-MA.json)
+* [QSS (QSS-qp is a non-dependent, 1940, MA)](fact-graphs/QSS-nondepQP-1940-MA.json)
+* Dependent Taxpayer QSS
+  * [QSS (TP is dependent taxpayer, QSS-qp doesn't meet dependent tests, 1940, MA)](fact-graphs/QSS-dependentTP-nondepQP-1940-MA.json)
+  * [QSS (TP is dependent taxpayer, QSS-qp meets dependent tests but TP can't claim them because TP is a dependent themselves, 1940, MA)](fact-graphs/QSS-dependentTP-QP-passes-dependent-tests-1940-MA.json)
+
+## Tailored situations
+
+* [Taxpayer with child who is their nondependent qualifying person for CDCC and EITC, but is not their nondependent qualifying person for HOH](fact-graphs/fact-graph-2024-12-11T19_29_51.720Z.json)
+* [Taxpayer who potentially qualifies for CTC, ODC, CDCC, and EITC and is about to start the Credits section in DF](fact-graphs/fg-baseline-start-credits-ctc-odc-cdcc-eitc.json)

docs/testing/fact-graphs/single-1940-MA.json

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+{"/importedPrimaryFilerLastName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Simpson"},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isPrimaryFiler":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/maritalStatus":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["single"],"enumOptionsPath":"/maritalStatusOptions"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/occupation":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Painter"},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isStudent":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/tin":{"$type":"gov.irs.factgraph.persisters.TinWrapper","item":{"area":"123","group":"00","serial":"1111"}},"/primaryFilerW2And1099IntInScopedState":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["onlySame"],"enumOptionsPath":"/primaryFilerW2And1099IntStateOptions"}},"/receivedAlaskaPfd":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filerResidenceAndIncomeState":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["ma"],"enumOptionsPath":"/scopedStateOptions"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/lastName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Simpson"},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/firstName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Marjorie"},"/importedPrimaryFilerDateOfBirth":{"$type":"gov.irs.factgraph.persisters.DayWrapper","item":{"date":"1940-03-09"}},"/importedPrimaryFilerFirstName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Marjorie"},"/phone":{"$type":"gov.irs.factgraph.persisters.E164Wrapper","item":{"$type":"gov.irs.factgraph.types.UsPhoneNumber","areaCode":"222","officeCode":"333","lineNumber":"4444"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/canBeClaimed":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/familyAndHousehold":{"$type":"gov.irs.factgraph.persisters.CollectionWrapper","item":{"items":[]}},"/filers/#c7dcec05-3c1d-4465-ae1b-8fe1b3c3c69e/isPrimaryFiler":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/dateOfBirth":{"$type":"gov.irs.factgraph.persisters.DayWrapper","item":{"date":"1940-03-09"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isUsCitizenFullYear":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/isEsignDisabled":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/familyAndHouseholdIsDone":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/importedPrimaryFilerAddress":{"$type":"gov.irs.factgraph.persisters.AddressWrapper","item":{"streetAddress":"742 Evergreen Terrace","city":"Springfield","postalCode":"01109","stateOrProvence":"MA","country":"USA"}},"/hasSeenReviewScreen":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isDisabled":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/importedPrimaryFilerPhone":{"$type":"gov.irs.factgraph.persisters.E164Wrapper","item":{"$type":"gov.irs.factgraph.types.UsPhoneNumber","areaCode":"222","officeCode":"333","lineNumber":"4444"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/hasIpPin":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/aboutYouDataWasSaved":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/email":{"$type":"gov.irs.factgraph.persisters.EmailAddressWrapper","item":{"email":"jen@test.com"}},"/address":{"$type":"gov.irs.factgraph.persisters.AddressWrapper","item":{"streetAddress":"742 Evergreen Terrace","city":"Springfield","postalCode":"01109","stateOrProvence":"MA","country":"USA"}},"/filingStatus":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["single"],"enumOptionsPath":"/filingStatusOptions"}},"/filers":{"$type":"gov.irs.factgraph.persisters.CollectionWrapper","item":{"items":["45b891b9-b385-4e71-a778-a570e21698ea","c7dcec05-3c1d-4465-ae1b-8fe1b3c3c69e"]}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isBlind":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/primaryFiler1099GInScopedState":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["onlySame"],"enumOptionsPath":"/primaryFiler1099GStateOptions"}}}

docs/testing/fact-graphs/single_1995_ma.json

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+{"/importedPrimaryFilerLastName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Simpson"},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isPrimaryFiler":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/maritalStatus":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["single"],"enumOptionsPath":"/maritalStatusOptions"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/occupation":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Painter"},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isStudent":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/tin":{"$type":"gov.irs.factgraph.persisters.TinWrapper","item":{"area":"123","group":"00","serial":"1111"}},"/primaryFilerW2And1099IntInScopedState":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["onlySame"],"enumOptionsPath":"/primaryFilerW2And1099IntStateOptions"}},"/receivedAlaskaPfd":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filerResidenceAndIncomeState":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["ma"],"enumOptionsPath":"/scopedStateOptions"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/lastName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Simpson"},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/firstName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Marjorie"},"/importedPrimaryFilerDateOfBirth":{"$type":"gov.irs.factgraph.persisters.DayWrapper","item":{"date":"1995-03-09"}},"/importedPrimaryFilerFirstName":{"$type":"gov.irs.factgraph.persisters.StringWrapper","item":"Marjorie"},"/phone":{"$type":"gov.irs.factgraph.persisters.E164Wrapper","item":{"$type":"gov.irs.factgraph.types.UsPhoneNumber","areaCode":"222","officeCode":"333","lineNumber":"4444"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/canBeClaimed":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/familyAndHousehold":{"$type":"gov.irs.factgraph.persisters.CollectionWrapper","item":{"items":[]}},"/filers/#c7dcec05-3c1d-4465-ae1b-8fe1b3c3c69e/isPrimaryFiler":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/dateOfBirth":{"$type":"gov.irs.factgraph.persisters.DayWrapper","item":{"date":"1995-03-09"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isUsCitizenFullYear":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/isEsignDisabled":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/familyAndHouseholdIsDone":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/importedPrimaryFilerAddress":{"$type":"gov.irs.factgraph.persisters.AddressWrapper","item":{"streetAddress":"742 Evergreen Terrace","city":"Springfield","postalCode":"01109","stateOrProvence":"MA","country":"USA"}},"/hasSeenReviewScreen":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isDisabled":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/importedPrimaryFilerPhone":{"$type":"gov.irs.factgraph.persisters.E164Wrapper","item":{"$type":"gov.irs.factgraph.types.UsPhoneNumber","areaCode":"222","officeCode":"333","lineNumber":"4444"}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/hasIpPin":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/aboutYouDataWasSaved":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":true},"/email":{"$type":"gov.irs.factgraph.persisters.EmailAddressWrapper","item":{"email":"jen@test.com"}},"/address":{"$type":"gov.irs.factgraph.persisters.AddressWrapper","item":{"streetAddress":"742 Evergreen Terrace","city":"Springfield","postalCode":"01109","stateOrProvence":"MA","country":"USA"}},"/filingStatus":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["single"],"enumOptionsPath":"/filingStatusOptions"}},"/filers":{"$type":"gov.irs.factgraph.persisters.CollectionWrapper","item":{"items":["45b891b9-b385-4e71-a778-a570e21698ea","c7dcec05-3c1d-4465-ae1b-8fe1b3c3c69e"]}},"/filers/#45b891b9-b385-4e71-a778-a570e21698ea/isBlind":{"$type":"gov.irs.factgraph.persisters.BooleanWrapper","item":false},"/primaryFiler1099GInScopedState":{"$type":"gov.irs.factgraph.persisters.EnumWrapper","item":{"value":["onlySame"],"enumOptionsPath":"/primaryFiler1099GStateOptions"}}}