Help nonresident alien fill in the 1099-B stock transactions by importing transactions from local CSV file
// ==UserScript==
// @name Glacier Tax Prep Stock Transactions Helper
// @namespace http://tampermonkey.net/
// @version 1.4
// @description Help nonresident alien fill in the 1099-B stock transactions by importing transactions from local CSV file
// @author Sibei Chen, JiahaoShan
// @match https://www.glaciertax.com/IRSForm/StockTransaction*
// @icon data:image/png;base64,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
// @require https://greasyfork.org/scripts/370520-super-gm-set-and-get/code/Super%20GM%20set%20and%20get.js?version=614650
// @grant GM_getValue
// @grant GM_setValue
// @license MIT
// ==/UserScript==
var transactions = null;
var pid = null;
(function () {
'use strict';
loadLayout();
var fileInput = document.getElementById('fileInput');
var payorId = document.getElementById("payorId");
var button = document.getElementById("process");
payorId.addEventListener("change", _ => {
if (!validatePayorId()) {
fileInput.disabled = true;
button.disabled = true;
} else {
fileInput.disabled = false;
pid = payorId.value;
}
});
fileInput.addEventListener("change", event => {
if (fileInput.files.length != 0) {
button.disabled = false;
} else {
button.disabled = true;
}
});
button.addEventListener("click", _ => {
importFile(fileInput.files[0]);
});
if (GM_SuperValue.get("status", "") == "importing") {
fillTransaction();
} else {
GM_SuperValue.set("transactions", 0);
GM_SuperValue.set("payorId", 0);
GM_SuperValue.set("index", 0);
}
})();
function loadLayout() {
var css = document.createElement("style");
css.innerHTML = ".myInput {margin-left: 20px;}";
document.body.appendChild(css);
var availablePayorIds = getPayorIds();
var options = `<option value='' disabled selected>Select Payor ID (EIN)</option>\n`;
for (let id of availablePayorIds) {
options += `<option value='${id}'>${id}</option>\n`;
}
var importerHTML = `
<div id='helper'>
<h2>Glacier Tax Prep Form 1099-B Stock Transactions Importer</h2>
<fieldset>
<legend>Instruction</legend>
<ol>
<li>
Add 1099-B forms in the previous page.
If you get Consolidated Form 1099 PDF from Robinhood, <a href='https://github.com/joshfraser/robinhood-to-csv' target='_blank'>you may export it to .csv file</a>.
</li>
<li>Select a desired Payor ID (EIN) in the dropdown list.</li>
<li>
Choose the corresponding local .csv file. Make sure your .csv file follow the format strictly as below: </br>
<code>
name,acquired,sold,proceeds,cost</br>
ALPHABET INC CLASS A COMMON STOCK,10/19/2016,11/03/2016,779.07,824.52</br>
TESLA MOTORS INC,12/02/2016,12/06/2016,1468.19,1460.64
</code>
</li>
<li>The "Start" button will be enabled once valid EIN has been selected and csv file has been provided.</li>
</ol>
<ul>
<li>
Disclaimer: This greasyfork user script is NOT an official tool from Glacier Tax Prep.
</li>
<li>
Please submit an <a href='https://github.com/SibeiC/Glacier-tax-1099-B-Stock-Transactions-Helper/issues/new' target="_blank">issue</a> on <a href='https://github.com/SibeiC/Glacier-tax-1099-B-Stock-Transactions-Helper' target="_blank">GitHub</a> for bug reports and feature requests.
</li>
</ul>
</fieldset>
<fieldset>
<legend>Select Payor ID (EIN) and Choose .csv File</legend>
<span class='myInput'>
<label for="payorId">Payor ID (EIN): </label>
<select name="payorId" id="payorId">
${options}
</select>
</span>
<span class='myInput'><input id='fileInput' type='file' id='input' accept='text/*,.csv' disabled></span>
<span class='myInput'><button id='process' disabled>Start</button></span>
<span class='myInput' style='display:none;color:white;font-size:1.2em;background-color:red;' id='errorMessage'></span>
</fieldset>
</div>
`;
$("#main").prepend(importerHTML);
}
function getPayorIds() {
var payorIds = [];
var trs = $('tbody').find('tr');
for (var i = 0; i < trs.length; ++i) {
if (trs[i].childElementCount == 4) {
if ($(trs[i]).find("td:nth-child(2)")[0].innerText == "Total Proceeds (Box 2) 1099-B") {
payorIds.push($(trs[i]).find("td:nth-child(1)")[0].innerText);
}
}
}
return payorIds;
}
function validatePayorId() {
return getPayorIds().includes(payorId.value);
}
function importFile(file) {
var textType = /.*\.csv/;
if (file.name.match(textType)) {
var reader = new FileReader();
reader.onload = _ => {
var lines = processData(reader.result);
if (!lines) {
fileInput.value = "";
return;
}
transactions = lines;
hideErrorMessage();
GM_SuperValue.set("transactions", transactions);
GM_SuperValue.set("payorId", pid);
GM_SuperValue.set("index", 0);
GM_SuperValue.set("status", "importing")
fillTransaction();
}
reader.readAsText(file);
} else {
$("#process").hide();
showErrorMessage("ERROR: only csv with header 'name,acquired,sold,proceeds,cost' is supported!");
}
}
function getTotalProceeds() {
if (!validatePayorId()) return -1;
var trs = $('tbody').find('tr');
for (var i = 0; i < trs.length; ++i) {
var isTarget = $(trs[i]).find("td")[0].innerText == payorId.value;
if (isTarget) {
return $(trs[i]).find("td:nth-child(3)").text().trim();
}
}
}
function validateDate(dateString) {
return dateString.match(/^(\d{1,2})\/(\d{1,2})\/(\d{4})$/) ? true : false;
}
function validateInputFile(lines) {
var inputTotalProceeds = 0;
for (var i = 0; i < lines.length; i++) {
if (!lines[i][0] || lines[i][0] == "") {
showErrorMessage(getErrorMessage(i, "empty name"));
return false;
}
if (!lines[i][1] || !validateDate(lines[i][1])) {
showErrorMessage(getErrorMessage(i, "invalid acquired date"));
return false;
}
if (!lines[i][2] || !validateDate(lines[i][2])) {
showErrorMessage(getErrorMessage(i, "invalid sold date"));
return false;
}
if (!lines[i][3] || isNaN(lines[i][3]) || parseFloat(lines[i][3]) < 0) {
showErrorMessage(getErrorMessage(i, "invalid proceeds number"));
return false;
}
if (!lines[i][4] || isNaN(lines[i][4]) || parseFloat(lines[i][4]) < 0) {
showErrorMessage(getErrorMessage(i, "invalid cost number"));
return false;
}
var acquiredDate = new Date(lines[i][1]);
var soldDate = new Date(lines[i][2]);
if (acquiredDate.getTime() > soldDate.getTime()) {
showErrorMessage(getErrorMessage(i, "invalid acquired date or sold date"));
return false;
}
inputTotalProceeds += parseFloat(lines[i][3]);
}
var inputTotal = inputTotalProceeds.toFixed(2);
var totalProceeds = parseFloat(getTotalProceeds()).toFixed(2);
if (totalProceeds == -1.00) {
return false;
} else if (inputTotal != totalProceeds) {
alert("Total proceeds in the input file (" + inputTotal + ") doesn't match the total proceeds in the 1099 (" + totalProceeds + "). You may proceed, but it may cause errors.");
return true;
}
return true;
}
function processData(allText) {
var allTextLines = allText.split(/\r\n|\n/);
var headers = allTextLines[0].split(',');
if (headers.length != 5) {
showErrorMessage('ERROR: Invalid number of headers');
return false;
}
if (headers[0] != 'name' || headers[1] != 'acquired' || headers[2] != 'sold' || headers[3] != 'proceeds' || headers['4'] != 'cost') {
showErrorMessage("ERROR: only csv with header 'name,acquired,sold,proceeds,cost' is supported!");
return false;
}
var lines = [];
for (var i = 1; i < allTextLines.length; i++) {
var data = allTextLines[i].split(',');
if (data.length == headers.length) {
var tarr = [];
for (var j = 0; j < headers.length; j++) {
if (headers[j] == 'acquired') {
var acquiredData = data[j].split(' ');
if (acquiredData && acquiredData.length > 1) {
data[j] = acquiredData[acquiredData.length - 1];
}
}
tarr.push(data[j]);
}
lines.push(tarr);
}
}
return validateInputFile(lines) ? lines : false;
}
function hideErrorMessage() {
$("#errorMessage").hide();
}
function showErrorMessage(message) {
$("#errorMessage").css("background-color", "red");
$("#errorMessage").show().html(message);
}
function getErrorMessage(lineNumber, message) {
return "ERROR: The " + (lineNumber + 1) + getOrdinalIndicator(lineNumber + 1) + " line has " + message;
}
// GM_SuperValue.set("transactions", transactions);
// GM_SuperValue.set("payorId", pid);
// GM_SuperValue.set("index", 0);
// GM_SuperValue.set("status", "importing")
function fillTransaction() {
var transactions = GM_SuperValue.get("transactions");
var pid = GM_SuperValue.get("payorId");
var index = GM_SuperValue.get("index");
if (index === undefined) {
index = 0;
}
var filling = $("#Name").length ? true : false;
if (filling) {
var transaction = transactions[index];
GM_SuperValue.set("index", index + 1);
console.log(index);
console.log(transaction);
if (index + 1 >= transactions.length) {
GM_SuperValue.set("status", "done");
location.reload(false);
}
$("#Name").val(transaction[0]);
if ($("#PurchasedDateString").length != 0) {
$("#PurchasedDateString").val(transaction[1]);
}
$("#SoldDateString").val(transaction[2]);
$("#SalesPrice").val(transaction[3]);
$("#PurchasePrice").val(transaction[4]);
document.forms[0].submit();
} else {
var trs = $('tbody').find('tr');
for (var i = 0; i < trs.length; ++i) {
var isTarget = $(trs[i]).find("td")[0].innerText == pid;
if (isTarget && index < transactions.length) {
$(trs[i]).find("td:nth-child(4) a:nth-child(1)")[0].click()
}
}
}
}