policyengine-us 1.413.0__py3-none-any.whl → 1.439.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/sc/tax/income/integration.yaml

@@ -25,3 +25,61 @@
         state_fips: 45
   output:
     sc_income_tax: 7_875
+
+- name: taxsim_record_1_2024.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 20000.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        deductible_mortgage_interest: 20456.529
+        taxable_interest_income: 10684.795
+        is_tax_unit_head: true
+      person2:
+        age: 40
+        employment_income: 0.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        taxable_interest_income: 10684.795
+        is_tax_unit_spouse: true
+      person3:
+        age: 10
+        employment_income: 0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        is_tax_unit_dependent: true
+        is_tax_unit_head: false
+        is_tax_unit_spouse: false
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+        premium_tax_credit: 0
+        local_income_tax: 0
+        state_sales_tax: 0
+        tax_unit_childcare_expenses: 9202.9531
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        snap: 0
+        tanf: 0
+        free_school_meals: 0
+        reduced_price_school_meals: 0
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_fips: 45
+  output:
+    sc_income_tax: 117

policyengine_us/tests/policy/baseline/gov/states/tx/dta/csfp/tx_dta_csfp_income_eligible.yaml

@@ -0,0 +1,15 @@
+- name: Below the limit
+  period: 2025
+  input:
+    state_code: TX
+    school_meal_fpg_ratio: 1.3
+  output:
+    tx_dta_csfp_income_eligible: true
+
+- name: Above the limit
+  period: 2025
+  input:
+    state_code: TX
+    school_meal_fpg_ratio: 1.31
+  output:
+    tx_dta_csfp_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/integration.yaml

@@ -0,0 +1,133 @@
+- name: Single adult eligible for FPP
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 35
+    spm_units:
+      spm_unit1:
+        members: [person1]
+        spm_unit_net_income: 25_000
+    households:
+      household1:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_fpp_age_eligible: [true]
+    tx_fpp_income_eligible: [true]
+    tx_fpp_eligible: [true]
+    tx_fpp_benefit: [266.84]
+
+- name: Household with multiple people - both eligible
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 28
+      person2:
+        age: 32
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+        spm_unit_net_income: 45_000
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_fpp_age_eligible: [true, true]
+    tx_fpp_income_eligible: [true, true]
+    tx_fpp_eligible: [true, true]
+    tx_fpp_benefit: [266.84, 266.84]
+
+- name: Household with one age-ineligible person
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 30
+      person2:
+        age: 70
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+        spm_unit_net_income: 40_000
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_fpp_age_eligible: [true, false]
+    tx_fpp_income_eligible: [true, true]
+    tx_fpp_eligible: [true, false]
+    tx_fpp_benefit: [266.84, 0]
+
+- name: Household income-ineligible
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 30
+      person2:
+        age: 35
+      person3:
+        age: 8
+    spm_units:
+      spm_unit1:
+        members: [person1, person2, person3]
+        spm_unit_net_income: 80_000
+    households:
+      household1:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    tx_fpp_age_eligible: [true, true, true]
+    tx_fpp_income_eligible: [false, false, false]
+    tx_fpp_eligible: [false, false, false]
+    tx_fpp_benefit: [0, 0, 0]
+
+- name: Edge case - income exactly at limit for household of 4
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 40
+      person2:
+        age: 38
+      person3:
+        age: 10
+      person4:
+        age: 7
+    spm_units:
+      spm_unit1:
+        members: [person1, person2, person3, person4]
+        spm_unit_net_income: 80_375  # 250% of 2025 FPG for size 4
+    households:
+      household1:
+        members: [person1, person2, person3, person4]
+        state_code: TX
+  output:
+    tx_fpp_age_eligible: [true, true, true, true]
+    tx_fpp_income_eligible: [true, true, true, true]
+    tx_fpp_eligible: [true, true, true, true]
+    tx_fpp_benefit: [266.84, 266.84, 266.84, 266.84]
+
+- name: Edge case - age exactly at threshold
+  period: 2026
+  input:
+    people:
+      person1:
+        age: 64
+    spm_units:
+      spm_unit1:
+        members: [person1]
+        spm_unit_net_income: 30_000
+    households:
+      household1:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_fpp_age_eligible: [true]
+    tx_fpp_income_eligible: [true]
+    tx_fpp_eligible: [true]
+    tx_fpp_benefit: [266.84]

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_age_eligible.yaml

@@ -0,0 +1,39 @@
+- name: Age eligible at 64 (at threshold)
+  period: 2025
+  input:
+    state_code: TX
+    age: 64
+  output:
+    tx_fpp_age_eligible: true
+
+- name: Age eligible at 30 (below threshold)
+  period: 2026
+  input:
+    state_code: TX
+    age: 30
+  output:
+    tx_fpp_age_eligible: true
+
+- name: Age eligible at 18 (young adult)
+  period: 2026
+  input:
+    state_code: TX
+    age: 18
+  output:
+    tx_fpp_age_eligible: true
+
+- name: Age ineligible at 65 (above threshold)
+  period: 2026
+  input:
+    state_code: TX
+    age: 65
+  output:
+    tx_fpp_age_eligible: false
+
+- name: Age ineligible at 70
+  period: 2026
+  input:
+    state_code: TX
+    age: 70
+  output:
+    tx_fpp_age_eligible: false

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_benefit.yaml

@@ -0,0 +1,39 @@
+- name: Benefit for eligible individual
+  period: 2026
+  input:
+    state_code: TX
+    age: 30
+    spm_unit_size: 1
+    spm_unit_net_income: 20_000
+  output:
+    tx_fpp_benefit: 266.84
+
+- name: No benefit for age-ineligible individual
+  period: 2026
+  input:
+    state_code: TX
+    age: 65
+    spm_unit_size: 1
+    spm_unit_net_income: 20_000
+  output:
+    tx_fpp_benefit: 0
+
+- name: No benefit for income-ineligible individual
+  period: 2026
+  input:
+    state_code: TX
+    age: 30
+    spm_unit_size: 1
+    spm_unit_net_income: 50_000
+  output:
+    tx_fpp_benefit: 0
+
+- name: Benefit for eligible person at age threshold
+  period: 2026
+  input:
+    state_code: TX
+    age: 64
+    spm_unit_size: 2
+    spm_unit_net_income: 40_000
+  output:
+    tx_fpp_benefit: 266.84

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_income_eligible.yaml

@@ -0,0 +1,53 @@
+- name: Income eligible - at limit for household of 1
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 1
+    spm_unit_net_income: 39_125  # 250% of 2025 FPG for size 1
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income eligible - below limit for household of 1
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 1
+    spm_unit_net_income: 20_000
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income ineligible - above limit for household of 1
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 1
+    spm_unit_net_income: 42_000
+  output:
+    tx_fpp_income_eligible: false
+
+- name: Income eligible - at limit for household of 4
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 4
+    spm_unit_net_income: 80_375  # 250% of 2025 FPG for size 4
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income eligible - below limit for household of 4
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 4
+    spm_unit_net_income: 60_000
+  output:
+    tx_fpp_income_eligible: true
+
+- name: Income ineligible - above limit for household of 4
+  period: 2026
+  input:
+    state_code: TX
+    spm_unit_size: 4
+    spm_unit_net_income: 90_000
+  output:
+    tx_fpp_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/tx/fpp/tx_fpp_income_limit.yaml

@@ -0,0 +1,44 @@
+- name: FPP income limit for household size 1
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 1
+  output:
+    tx_fpp_income_limit: 40_076  # 250% of 2026 FPG for size 1
+
+- name: FPP income limit for household size 2
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 2
+  output:
+    tx_fpp_income_limit: 54_161  # 250% of 2026 FPG for size 2
+
+- name: FPP income limit for household size 3
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 3
+  output:
+    tx_fpp_income_limit: 68_245 # 250% of 2026 FPG for size 3
+
+- name: FPP income limit for household size 5
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 5
+  output:
+    tx_fpp_income_limit: 96_415  # 250% of 2026 FPG for size 5
+
+- name: FPP income limit for household size 10
+  period: 2026
+  absolute_error_margin: 1
+  input:
+    state_code: TX
+    spm_unit_size: 10
+  output:
+    tx_fpp_income_limit: 166_837 # 250% of 2026 FPG for size 10

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/assistance_unit/tx_tanf_age_eligible_child.yaml

@@ -0,0 +1,34 @@
+- name: Case 1, age at 18, not in school.
+  period: 2025-01
+  input:
+    age: 18
+    state_code: TX
+  output:
+    tx_tanf_age_eligible_child: false
+
+- name: Case 2, age 18, in school.
+  period: 2025-01
+  input:
+    age: 18
+    is_full_time_student: true
+    is_tax_unit_dependent: true
+    state_code: TX
+  output:
+    tx_tanf_age_eligible_child: true
+
+- name: Case 3, child 19, in school.
+  period: 2025-01
+  input:
+    age: 19
+    is_full_time_student: true
+    state_code: TX
+  output:
+    tx_tanf_age_eligible_child: false
+
+- name: Case 4, age 17.
+  period: 2025-01
+  input:
+    age: 17
+    state_code: TX
+  output:
+    tx_tanf_age_eligible_child: true

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/assistance_unit/tx_tanf_assistance_unit_size.yaml

@@ -0,0 +1,62 @@
+- name: Case 1, single parent with one child.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 10
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_assistance_unit_size: 2
+
+- name: Case 2, two parents with two children.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 29
+        is_tax_unit_head_or_spouse: true
+      person3:
+        age: 10
+      person4:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3, person4]
+    households:
+      household:
+        members: [person1, person2, person3, person4]
+        state_code: TX
+  output:
+    tx_tanf_assistance_unit_size: 4
+
+- name: Case 3, child receiving SSI excluded from assistance unit.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 10
+        ssi: 900
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_assistance_unit_size: 1

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/assistance_unit/tx_tanf_categorically_eligible_person.yaml

@@ -0,0 +1,49 @@
+- name: Case 1, citizen eligible for inclusion.
+  period: 2025-01
+  input:
+    immigration_status: CITIZEN
+    ssi: 0
+    state_code: TX
+  output:
+    tx_tanf_categorically_eligible_person: true
+    # Citizen & not receiving SSI → eligible
+
+- name: Case 2, qualified noncitizen eligible for inclusion.
+  period: 2025-01
+  input:
+    immigration_status: PERMANENT_RESIDENT
+    ssi: 0
+    state_code: TX
+  output:
+    tx_tanf_categorically_eligible_person: true
+    # Qualified noncitizen & not receiving SSI → eligible
+
+- name: Case 3, undocumented person excluded.
+  period: 2025-01
+  input:
+    immigration_status: UNDOCUMENTED
+    ssi: 0
+    state_code: TX
+  output:
+    tx_tanf_categorically_eligible_person: false
+    # Not qualified immigration status → excluded
+
+- name: Case 4, person receiving SSI excluded.
+  period: 2025-01
+  input:
+    immigration_status: CITIZEN
+    ssi: 900
+    state_code: TX
+  output:
+    tx_tanf_categorically_eligible_person: false
+    # Receiving SSI → excluded from TANF assistance unit
+
+- name: Case 5, both immigration and SSI issues.
+  period: 2025-01
+  input:
+    immigration_status: UNDOCUMENTED
+    ssi: 900
+    state_code: TX
+  output:
+    tx_tanf_categorically_eligible_person: false
+    # Fails both immigration & SSI requirements → excluded

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/assistance_unit/tx_tanf_eligible_child.yaml

@@ -0,0 +1,34 @@
+- name: Case 1, age-eligible child under 18.
+  period: 2025-01
+  input:
+    age: 10
+    state_code: TX
+  output:
+    tx_tanf_eligible_child: true
+
+- name: Case 2, child aged 19 not eligible.
+  period: 2025-01
+  input:
+    age: 19
+    state_code: TX
+  output:
+    tx_tanf_eligible_child: false
+
+- name: Case 3, child receiving SSI excluded.
+  period: 2025-01
+  input:
+    age: 10
+    ssi: 900
+    state_code: TX
+  output:
+    tx_tanf_eligible_child: false
+
+- name: Case 4, child is undocumented.
+  period: 2025-01
+  input:
+    age: 10
+    ssi: 0
+    immigration_status: UNDOCUMENTED
+    state_code: TX
+  output:
+    tx_tanf_eligible_child: false

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/assistance_unit/tx_tanf_eligible_parent.yaml

@@ -0,0 +1,38 @@
+- name: Case 1, is parent.
+  period: 2025-01
+  input:
+    age: 30
+    is_tax_unit_head_or_spouse: true
+    state_code: TX
+  output:
+    tx_tanf_eligible_parent: true
+
+- name: Case 2, not a parent.
+  period: 2025-01
+  input:
+    age: 30
+    is_tax_unit_head_or_spouse: false
+    state_code: TX
+  output:
+    tx_tanf_eligible_parent: false
+
+- name: Case 3, parent receiving SSI excluded.
+  period: 2025-01
+  input:
+    age: 30
+    is_tax_unit_head_or_spouse: true
+    ssi: 100
+    state_code: TX
+  output:
+    tx_tanf_eligible_parent: false
+
+- name: Case 4, parent is undocumented.
+  period: 2025-01
+  input:
+    age: 30
+    ssi: 0
+    is_tax_unit_head_or_spouse: true
+    immigration_status: UNDOCUMENTED
+    state_code: TX
+  output:
+    tx_tanf_eligible_parent: false

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_budgetary_needs.yaml

@@ -0,0 +1,65 @@
+- name: Case 1, non-caretaker household size 3.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 60
+        is_tax_unit_head_or_spouse: false
+      person2:
+        age: 10
+      person3:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    tx_tanf_budgetary_needs: 369
+
+- name: Case 2, caretaker without second parent size 3.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 10
+      person3:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    tx_tanf_budgetary_needs: 751
+
+- name: Case 3, caretaker with second parent size 4.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 29
+        is_tax_unit_head_or_spouse: true
+      person3:
+        age: 10
+      person4:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3, person4]
+    households:
+      household:
+        members: [person1, person2, person3, person4]
+        state_code: TX
+  output:
+    tx_tanf_budgetary_needs: 925

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_budgetary_needs_test.yaml

@@ -0,0 +1,30 @@
+- name: Case 1, income below budgetary needs passes.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs: 650
+    tx_tanf_income_for_budgetary_needs_test: 400
+    state_code: TX
+  output:
+    tx_tanf_budgetary_needs_test: true
+    # Income (400) < budgetary needs (650) → Pass
+    # Note: Uses income WITHOUT earned income disregards (1/3 or 90%)
+
+- name: Case 2, income equals budgetary needs fails.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs: 650
+    tx_tanf_income_for_budgetary_needs_test: 650
+    state_code: TX
+  output:
+    tx_tanf_budgetary_needs_test: false
+    # Income (650) = budgetary needs (650) → Fail (must be strictly less than)
+
+- name: Case 3, income exceeds budgetary needs fails.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs: 650
+    tx_tanf_income_for_budgetary_needs_test: 700
+    state_code: TX
+  output:
+    tx_tanf_budgetary_needs_test: false
+    # Income (700) > budgetary needs (650) → Fail