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

policyengine_us/tests/policy/baseline/gov/states/tx/twc/ccs/tx_ccs_child_age_category.yaml

@@ -0,0 +1,127 @@
+- name: Infant - newborn (0 months)
+  period: 2024-01
+  input:
+    age: 0
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: INFANT
+
+- name: Infant - 6 month old
+  period: 2024-01
+  input:
+    age: 0.5
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: INFANT
+
+- name: Infant - 11 month old
+  period: 2024-01
+  input:
+    age: 0.92
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: INFANT
+
+- name: Infant - 17 month old (at threshold)
+  period: 2024-01
+  input:
+    age: 1.42
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: INFANT
+
+- name: Toddler - 18 month old
+  period: 2024-01
+  input:
+    age: 1.5
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: TODDLER
+
+- name: Toddler - 23 month old
+  period: 2024-01
+  input:
+    age: 1.92
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: TODDLER
+
+- name: Toddler - 2 year old
+  period: 2024-01
+  input:
+    age: 2
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: TODDLER
+
+- name: Toddler - 2.5 year old
+  period: 2024-01
+  input:
+    age: 2.5
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: TODDLER
+
+- name: Toddler - 35 month old (just under 3 years)
+  period: 2024-01
+  input:
+    age: 2.92
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: TODDLER
+
+- name: Preschool - 3 year old (at threshold)
+  period: 2024-01
+  input:
+    age: 3
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: PRESCHOOL
+
+- name: Preschool - 4 year old
+  period: 2024-01
+  input:
+    age: 4
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: PRESCHOOL
+
+- name: Preschool - 5 year old
+  period: 2024-01
+  input:
+    age: 5
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: PRESCHOOL
+
+- name: School age - 6 year old (at threshold)
+  period: 2024-01
+  input:
+    age: 6
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: SCHOOL_AGE
+
+- name: School age - 8 year old
+  period: 2024-01
+  input:
+    age: 8
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: SCHOOL_AGE
+
+- name: School age - 12 year old
+  period: 2024-01
+  input:
+    age: 12
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: SCHOOL_AGE
+
+- name: School age - 13 year old (typical CCS age limit)
+  period: 2024-01
+  input:
+    age: 13
+    state_code: TX
+  output:
+    tx_ccs_child_age_category: SCHOOL_AGE

policyengine_us/tests/policy/baseline/gov/states/tx/twc/ccs/tx_ccs_maximum_payment.yaml

@@ -0,0 +1,141 @@
+- name: Case 1 - Low income family maximum payment calculation
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 30
+        employment_income: 12_000  # Annual income ($1,000/month, <20% SMI)
+      child1:
+        age: 3
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 500  # Monthly reimbursement rate
+    spm_units:
+      spm_unit:
+        members: [parent1, child1]
+        spm_unit_size: 2
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, child1]
+        state_code: TX
+  output:
+    # Reimbursement ($500) - copay ($22.70, rate-based) = $477.30
+    tx_ccs_maximum_payment: 477.3
+
+- name: Case 2 - Family with two children maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 35
+        employment_income: 48_000  # Annual income ($4,000/month, ~55% SMI)
+      parent2:
+        age: 32
+      child1:
+        age: 5
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 600  # Monthly reimbursement for child1
+      child2:
+        age: 2
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 700  # Monthly reimbursement for child2
+    spm_units:
+      spm_unit:
+        members: [parent1, parent2, child1, child2]
+        spm_unit_size: 4
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, parent2, child1, child2]
+        state_code: TX
+  output:
+    # Total reimbursement ($1,300) - copay ($243.20, rate-based) = $1,056.80
+    tx_ccs_maximum_payment: 1_056.8
+
+- name: Case 3 - High income family with lower maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 40
+        employment_income: 84_000  # Annual income ($7,000/month, 75-80% SMI)
+      parent2:
+        age: 38
+      child1:
+        age: 8
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 400
+      child2:
+        age: 5
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 450
+      child3:
+        age: 2
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 500
+    spm_units:
+      spm_unit:
+        members: [parent1, parent2, child1, child2, child3]
+        spm_unit_size: 5
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, parent2, child1, child2, child3]
+        state_code: TX
+  output:
+    # Total reimbursement ($1,350) - copay ($490, capped at 7%) = $860
+    tx_ccs_maximum_payment: 860
+
+- name: Case 4 - Copay exceeds reimbursement results in zero maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 35
+        employment_income: 78_000  # High income
+      child1:
+        age: 6
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 200  # Low reimbursement rate
+    spm_units:
+      spm_unit:
+        members: [parent1, child1]
+        spm_unit_size: 2
+        tx_ccs_eligible: true
+    households:
+      household:
+        members: [parent1, child1]
+        state_code: TX
+  output:
+    tx_ccs_maximum_payment: 0  # Reimbursement ($200) < copay ($310), max(0, -110) = $0
+
+- name: Case 5 - Not eligible household has zero maximum payment
+  period: 2024-01
+  input:
+    people:
+      parent1:
+        age: 30
+        employment_income: 36_000
+      child1:
+        age: 4
+        is_disabled: false
+        is_citizen_or_legal_immigrant: true
+        tx_ccs_payment_rate: 500
+    spm_units:
+      spm_unit:
+        members: [parent1, child1]
+        spm_unit_size: 2
+        tx_ccs_eligible: false  # Not eligible
+    households:
+      household:
+        members: [parent1, child1]
+        state_code: TX
+  output:
+    tx_ccs_maximum_payment: 0  # Not eligible = no maximum payment

policyengine_us/tests/policy/baseline/gov/states/tx/twc/ccs/tx_ccs_workforce_board_region.yaml

@@ -0,0 +1,79 @@
+- name: Gulf Coast - Harris County
+  period: 2024
+  input:
+    county: HARRIS_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: GULF_COAST
+
+- name: Gulf Coast - Fort Bend County
+  period: 2024
+  input:
+    county: FORT_BEND_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: GULF_COAST
+
+- name: Dallas County - Dallas
+  period: 2024
+  input:
+    county: DALLAS_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: DALLAS_COUNTY
+
+- name: Tarrant County - Fort Worth
+  period: 2024
+  input:
+    county: TARRANT_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: TARRANT_COUNTY
+
+- name: Capital Area - Travis County (Austin)
+  period: 2024
+  input:
+    county: TRAVIS_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: CAPITAL_AREA
+
+- name: Alamo - Bexar County (San Antonio)
+  period: 2024
+  input:
+    county: BEXAR_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: ALAMO
+
+- name: Panhandle - Potter County (Amarillo)
+  period: 2024
+  input:
+    county: POTTER_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: PANHANDLE
+
+- name: Borderplex - El Paso County
+  period: 2024
+  input:
+    county: EL_PASO_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: BORDERPLEX
+
+- name: Heart of Texas - McLennan County (Waco)
+  period: 2024
+  input:
+    county: MCLENNAN_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: HEART_OF_TEXAS
+
+- name: Cameron County - Brownsville
+  period: 2024
+  input:
+    county: CAMERON_COUNTY_TX
+    state_code: TX
+  output:
+    tx_ccs_workforce_board_region: CAMERON_COUNTY

policyengine_us/tests/policy/baseline/gov/states/tx/uct/lifeline/integration.yaml

@@ -0,0 +1,251 @@
+- name: Texas Lifeline complete flow - low income eligible household
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 35
+        employment_income: 15_000
+    spm_units:
+      spm_unit:
+        members: [person1]
+        fcc_fpg_ratio: 1.35  # Below 135% federal threshold and 150% Texas threshold
+        broadband_cost: 600  # $50/month
+        phone_cost: 360      # $30/month
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    # Income eligibility checks
+    is_lifeline_eligible: true         # Federal eligibility
+
+    # Total Lifeline benefit includes Texas supplement
+    # Base: $9.25/month, TX supplement: $3.50/month = $12.75/month
+    # Annual: $12.75 * 12 = $153
+    lifeline: 153
+
+- name: Texas household at exactly 150% FPG threshold
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 21_870  # Exactly 150% of FPG for 1 person
+    spm_units:
+      spm_unit:
+        members: [person1]
+        fcc_fpg_ratio: 1.50  # Exactly at Texas threshold
+        broadband_cost: 480  # $40/month
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true
+    lifeline: 153  # ($9.25 + $3.50) * 12
+
+- name: Texas household just above 150% FPG threshold
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 22_000  # Just above 150% of FPG
+    spm_units:
+      spm_unit:
+        members: [person1]
+        fcc_fpg_ratio: 1.51  # Above Texas threshold
+        broadband_cost: 480
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true          # Federal limit is 135%, Texas is 150%
+    lifeline: 153                       # Still gets benefit via federal eligibility
+
+- name: Texas household with SNAP - categorically eligible
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 30_000  # Above income limits
+    spm_units:
+      spm_unit:
+        members: [person1]
+        snap: 200  # Receives SNAP
+        fcc_fpg_ratio: 2.0  # Above income thresholds
+        broadband_cost: 720  # $60/month
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true          # But categorically eligible via SNAP
+    lifeline: 153                       # Full benefit with supplement
+
+- name: Texas family of four below income threshold
+  period: 2024
+  input:
+    people:
+      parent1:
+        age: 35
+        employment_income: 25_000
+      parent2:
+        age: 33
+        employment_income: 10_000
+      child1:
+        age: 10
+      child2:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [parent1, parent2, child1, child2]
+        fcc_fpg_ratio: 0.9  # Well below thresholds
+        broadband_cost: 600
+        phone_cost: 300
+    households:
+      household:
+        members: [parent1, parent2, child1, child2]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true
+    lifeline: 153  # One benefit per SPM unit with TX supplement
+
+- name: Texas elderly person with SSI - categorically eligible
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 70
+        ssi: 9_600  # Annual SSI
+    spm_units:
+      spm_unit:
+        members: [person1]
+        broadband_cost: 480
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true  # SSI makes them categorically eligible
+    lifeline: 153
+
+- name: Texas disabled person with Medicaid
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 45
+        is_disabled: true
+        medicaid: 1
+    spm_units:
+      spm_unit:
+        members: [person1]
+        broadband_cost: 600
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true  # Medicaid makes them eligible
+    lifeline: 153
+
+- name: Texas rural tribal land household gets both supplements
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 18_000
+    spm_units:
+      spm_unit:
+        members: [person1]
+        fcc_fpg_ratio: 1.2
+        broadband_cost: 1_200  # $100/month
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+        is_rural: true
+        is_on_tribal_land: true
+  output:
+    is_lifeline_eligible: true
+    # Base: $9.25 + Rural Tribal: $25 + TX: $3.50 = $37.75/month
+    lifeline: 453  # $37.75 * 12
+
+- name: Texas household with costs below benefit cap
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 15_000
+    spm_units:
+      spm_unit:
+        members: [person1]
+        fcc_fpg_ratio: 1.0
+        broadband_cost: 60  # Only $5/month
+        phone_cost: 36      # Only $3/month
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true
+    # Actual costs ($96) are less than max benefit ($153)
+    lifeline: 96  # Limited to actual costs
+
+- name: Texas household with zero telecom costs
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 10_000
+    spm_units:
+      spm_unit:
+        members: [person1]
+        fcc_fpg_ratio: 0.7
+        broadband_cost: 0
+        phone_cost: 0
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    is_lifeline_eligible: true
+    lifeline: 0  # No costs to offset
+
+
+- name: Two SPM units in Texas household - both eligible
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 35
+        employment_income: 12_000
+      person2:
+        age: 65
+        employment_income: 8_000
+    spm_units:
+      spm_unit1:
+        members: [person1]
+        fcc_fpg_ratio: 0.8
+        broadband_cost: 300
+        phone_cost: 150
+      spm_unit2:
+        members: [person2]
+        fcc_fpg_ratio: 0.6
+        broadband_cost: 300
+        phone_cost: 150
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    # Each SPM unit is evaluated separately
+    is_lifeline_eligible: [true, true]
+    # Each could receive up to $153 (with TX supplement)
+    lifeline: [153, 153]

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

@@ -66,6 +66,7 @@
       tax_unit:
         members: [person1, person2, person3]
         tax_unit_childcare_expenses: 10_000
+        va_rebate: 0
     spm_units:
       spm_unit:
         members: [person1, person2, person3]
@@ -124,6 +125,7 @@
         members: [person1, person2, person3, person4]
         tax_unit_itemizes: True
         state_income_tax: 20045.91
+        va_rebate: 0
     spm_units:
       spm_unit:
         members: [person1, person2, person3, person4]

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

@@ -0,0 +1,48 @@
+- name: 0-WI.yaml
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        employment_income: 0.0
+        ssi: 0
+        wic: 0
+        head_start: 0
+        early_head_start: 0
+        commodity_supplemental_food_program: 0
+        short_term_capital_gains: -896056.95
+        partnership_s_corp_income: -727887.75
+        taxable_interest_income: 0.012324943
+        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
+        short_term_capital_gains: -896056.95
+        partnership_s_corp_income: -727887.75
+        taxable_interest_income: 0.012324943
+        is_tax_unit_spouse: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+        premium_tax_credit: 0
+        local_income_tax: 0
+        state_sales_tax: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        snap: 0
+        tanf: 0
+        free_school_meals: 0
+        reduced_price_school_meals: 0
+    households:
+      household:
+        members: [person1, person2]
+        state_fips: 55
+  output:
+    wi_income_tax: 0

policyengine_us/tests/policy/baseline/gov/territories/pr/tax/income/pr_normal_tax.yaml

@@ -0,0 +1,31 @@
+- name: Lowest bracket
+  period: 2024
+  input:
+    pr_net_taxable_income: 9_000
+    state_code: PR
+  output:
+    pr_normal_tax: 0
+
+- name: Second bracket
+  period: 2024
+  input:
+    pr_net_taxable_income: 9_001
+    state_code: PR
+  output:
+    pr_normal_tax: 0.07
+
+- name: Third bracket
+  period: 2024
+  input:
+    pr_net_taxable_income: 30_000
+    state_code: PR
+  output:
+    pr_normal_tax: 1_820
+
+- name: Upper bracket
+  period: 2024
+  input:
+    pr_net_taxable_income: 100_000
+    state_code: PR
+  output:
+    pr_normal_tax: 21_135