policyengine-us 1.417.3__py3-none-any.whl → 1.419.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/tx_regular_tanf.yaml

@@ -0,0 +1,74 @@
+- name: Case 1, regular TANF higher than OTTANF.
+  period: 2025-01
+  absolute_error_margin: 0.3
+  input:
+    tx_regular_tanf: 320
+    tx_ottanf: 83.33
+    state_code: TX
+  output:
+    tx_tanf: 320
+    # Regular TANF ($320/month) > OTTANF ($83.33/month) → Choose TANF
+
+- name: Case 2, OTTANF higher than regular TANF.
+  period: 2025-01
+  absolute_error_margin: 0.3
+  input:
+    tx_regular_tanf: 0
+    tx_ottanf: 83.33
+    state_code: TX
+  output:
+    tx_tanf: 83.33
+    # Regular TANF ($0) < OTTANF ($83.33/month) → Choose OTTANF
+
+- name: Case 3, both zero.
+  period: 2025-01
+  input:
+    tx_regular_tanf: 0
+    tx_ottanf: 0
+    state_code: TX
+  output:
+    tx_tanf: 0
+    # Both zero → zero
+
+- name: Case 4, equal amounts.
+  period: 2025-01
+  absolute_error_margin: 0.3
+  input:
+    tx_regular_tanf: 83.33
+    tx_ottanf: 83.33
+    state_code: TX
+  output:
+    tx_tanf: 83.33
+    # Both equal → returns 83.33
+
+- name: Case 5, integration test regular TANF better for low income.
+  period: 2025-01
+  absolute_error_margin: 0.3
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        employment_income: 0
+        immigration_status: CITIZEN
+      person2:
+        age: 10
+        immigration_status: CITIZEN
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 500
+        is_tanf_enrolled: false
+        tx_ottanf_crisis_criteria: true
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_regular_tanf: 320
+    # Low income → eligible for regular TANF
+    tx_ottanf: 83.33
+    # Also eligible for OTTANF
+    tx_tanf: 320
+    # Regular TANF ($320) > OTTANF ($83.33) → Choose TANF
+

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/tx_tanf.yaml

@@ -0,0 +1,89 @@
+- name: Case 1, single parent with no income receives full grant.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        employment_income: 0
+      person2:
+        age: 10
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 800
+        is_tanf_enrolled: false
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_regular_tanf: 320
+
+- name: Case 2, benefit reduced by countable income.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        employment_income: 3_000
+      person2:
+        age: 10
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 800
+        is_tanf_enrolled: false
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_regular_tanf: 232.90
+
+- name: Case 3, minimum grant applied.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        employment_income: 3_720
+      person2:
+        age: 10
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 800
+        is_tanf_enrolled: false
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_regular_tanf: 192.70
+
+- name: Case 4, ineligible household receives zero.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        employment_income: 24_000
+      person2:
+        age: 10
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 800
+        is_tanf_enrolled: false
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_regular_tanf: 0

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/tx_tanf_payment_standard.yaml

@@ -0,0 +1,61 @@
+- name: Case 1, caretaker without second parent size 2.
+  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_payment_standard: 320
+
+- name: Case 2, caretaker with second parent size 3.
+  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
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    tx_tanf_payment_standard: 405
+
+- name: Case 3, non-caretaker size 2.
+  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_payment_standard: 182

policyengine_us/tests/policy/baseline/household/demographic/person/is_citizen_or_legal_immigrant.yaml

@@ -0,0 +1,55 @@
+- name: Case 1, citizen eligible.
+  period: 2025-01
+  input:
+    immigration_status: CITIZEN
+  output:
+    is_citizen_or_legal_immigrant: true
+    # Citizen → eligible
+
+- name: Case 2, legal permanent resident eligible.
+  period: 2025-01
+  input:
+    immigration_status: LEGAL_PERMANENT_RESIDENT
+  output:
+    is_citizen_or_legal_immigrant: true
+    # Qualified noncitizen → eligible
+
+- name: Case 3, refugee eligible.
+  period: 2025-01
+  input:
+    immigration_status: REFUGEE
+  output:
+    is_citizen_or_legal_immigrant: true
+    # Qualified noncitizen → eligible
+
+- name: Case 4, undocumented not eligible.
+  period: 2025-01
+  input:
+    immigration_status: UNDOCUMENTED
+  output:
+    is_citizen_or_legal_immigrant: false
+    # Not qualified immigration status → not eligible
+
+- name: Case 5, DACA not eligible.
+  period: 2025-01
+  input:
+    immigration_status: DACA
+  output:
+    is_citizen_or_legal_immigrant: false
+    # Not qualified immigration status → not eligible
+
+- name: Case 6, asylee eligible.
+  period: 2025-01
+  input:
+    immigration_status: ASYLEE
+  output:
+    is_citizen_or_legal_immigrant: true
+    # Qualified noncitizen → eligible
+
+- name: Case 7, Cuban/Haitian entrant eligible.
+  period: 2025-01
+  input:
+    immigration_status: CUBAN_HAITIAN_ENTRANT
+  output:
+    is_citizen_or_legal_immigrant: true
+    # Qualified noncitizen → eligible

policyengine_us/variables/gov/local/tx/harris/in_harris_county_tx.py

@@ -0,0 +1,12 @@
+from policyengine_us.model_api import *
+
+
+class in_harris_county_tx(Variable):
+    value_type = bool
+    entity = Household
+    definition_period = YEAR
+    label = "Is in Harris County, Texas"
+
+    def formula(household, period, parameters):
+        county = household("county_str", period)
+        return county == "HARRIS_COUNTY_TX"

policyengine_us/variables/gov/local/tx/harris/rides/tx_harris_rides_eligible.py

@@ -0,0 +1,22 @@
+from policyengine_us.model_api import *
+
+
+class tx_harris_rides_eligible(Variable):
+    value_type = bool
+    entity = Person
+    definition_period = YEAR
+    label = "Harris County RIDES eligibility"
+    reference = "https://rides.harriscountytx.gov/Registration/Registration-Information"
+    defined_for = "in_harris_county_tx"
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.local.tx.harris.rides
+
+        # Age eligibility
+        age = person("age", period)
+        age_eligible = age >= p.age_threshold
+
+        # Disability eligibility
+        has_disability = person("is_disabled", period)
+
+        return age_eligible | has_disability

policyengine_us/variables/gov/local/tx/harris/rides/tx_harris_rides_subsidy.py

@@ -0,0 +1,26 @@
+from policyengine_us.model_api import *
+
+
+class tx_harris_rides_subsidy(Variable):
+    value_type = float
+    entity = Person
+    definition_period = YEAR
+    label = "Harris County RIDES transportation subsidy"
+    reference = "https://rides.harriscountytx.gov/"
+    unit = USD
+    defined_for = "tx_harris_rides_eligible"
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.local.tx.harris.rides
+
+        # Get estimated transportation costs
+        # In a real implementation, this would be based on actual trip data
+        # For now, we'll use a simplified estimate
+        transportation_costs = person(
+            "pre_subsidy_transportation_expense", period
+        )
+
+        # RIDES subsidizes 60% of trip costs (customer pays 40%)
+        subsidy_rate = 1 - p.customer_payment_rate
+
+        return transportation_costs * subsidy_rate

policyengine_us/variables/gov/states/tx/tanf/assistance_unit/tx_tanf_age_eligible_child.py

@@ -0,0 +1,27 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_age_eligible_child(Variable):
+    value_type = bool
+    entity = Person
+    label = "Age-eligible child for Texas TANF based on demographics"
+    definition_period = MONTH
+    reference = (
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-220-tanf",
+        "https://www.law.cornell.edu/regulations/texas/1-TAC-372-307",
+    )
+    defined_for = StateCode.TX
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.states.tx.tanf.age_threshold
+        age = person("monthly_age", period)
+        is_dependent = person("is_tax_unit_dependent", period)
+        is_full_time_student = person("is_full_time_student", period)
+
+        age_eligible = where(
+            is_full_time_student,
+            age < p.student_dependent,
+            age < p.minor_child,
+        )
+
+        return age_eligible & is_dependent

policyengine_us/variables/gov/states/tx/tanf/assistance_unit/tx_tanf_assistance_unit_size.py

@@ -0,0 +1,18 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_assistance_unit_size(Variable):
+    value_type = int
+    entity = SPMUnit
+    label = "Texas TANF assistance unit size"
+    definition_period = MONTH
+    reference = (
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-104",
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-220-tanf",
+    )
+    defined_for = StateCode.TX
+
+    adds = [
+        "tx_tanf_eligible_child",
+        "tx_tanf_eligible_parent",
+    ]

policyengine_us/variables/gov/states/tx/tanf/assistance_unit/tx_tanf_categorically_eligible_person.py

@@ -0,0 +1,19 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_categorically_eligible_person(Variable):
+    value_type = bool
+    entity = Person
+    definition_period = MONTH
+    label = "Categorically eligible person for Texas TANF"
+    reference = (
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-201",
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-104",
+    )
+    defined_for = StateCode.TX
+
+    def formula(person, period, parameters):
+        immigration_eligible = person("is_citizen_or_legal_immigrant", period)
+        ssi = person("ssi", period)
+
+        return immigration_eligible & (ssi == 0)

policyengine_us/variables/gov/states/tx/tanf/assistance_unit/tx_tanf_eligible_child.py

@@ -0,0 +1,24 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_eligible_child(Variable):
+    value_type = bool
+    entity = Person
+    definition_period = MONTH
+    label = "Eligible child for Texas TANF (included in certified group)"
+    reference = (
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-104",
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-220-tanf",
+    )
+    defined_for = StateCode.TX
+
+    def formula(person, period, parameters):
+        # Child must meet age/demographic requirements
+        age_eligible = person("tx_tanf_age_eligible_child", period)
+
+        # And meet inclusion requirements (immigration eligible, not receiving SSI)
+        inclusion_requirements = person(
+            "tx_tanf_categorically_eligible_person", period
+        )
+
+        return age_eligible & inclusion_requirements

policyengine_us/variables/gov/states/tx/tanf/assistance_unit/tx_tanf_eligible_parent.py

@@ -0,0 +1,24 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_eligible_parent(Variable):
+    value_type = bool
+    entity = Person
+    definition_period = MONTH
+    label = "Eligible parent for Texas TANF (included in certified group)"
+    reference = (
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-104",
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-102",
+    )
+    defined_for = StateCode.TX
+
+    def formula(person, period, parameters):
+        # Per § 372.104, parents living in household must be included in certified group
+        is_parent = person("is_tax_unit_head_or_spouse", period)
+
+        # Must meet inclusion requirements
+        inclusion_requirements = person(
+            "tx_tanf_categorically_eligible_person", period
+        )
+
+        return is_parent & inclusion_requirements

policyengine_us/variables/gov/states/tx/tanf/eligibility/tx_tanf_budgetary_needs.py

@@ -0,0 +1,57 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_budgetary_needs(Variable):
+    value_type = float
+    entity = SPMUnit
+    label = "Texas TANF budgetary needs amount"
+    unit = USD
+    definition_period = MONTH
+    reference = (
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/c-110-tanf",
+        "https://www.law.cornell.edu/regulations/texas/1-Tex-Admin-Code-SS-372-2",
+    )
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        # Budgetary needs varies by caretaker type and household size
+        size = spm_unit("tx_tanf_assistance_unit_size", period)
+        caretaker_type = spm_unit("tx_tanf_caretaker_type", period)
+        p = parameters(period).gov.states.tx.tanf.needs_standard
+
+        # Determine caretaker type
+        non_caretaker = (
+            caretaker_type == caretaker_type.possible_values.NON_CARETAKER
+        )
+        caretaker_without_second = (
+            caretaker_type
+            == caretaker_type.possible_values.CARETAKER_WITHOUT_SECOND_PARENT
+        )
+        caretaker_with_second = (
+            caretaker_type
+            == caretaker_type.possible_values.CARETAKER_WITH_SECOND_PARENT
+        )
+
+        # For sizes <= 15, use table; for sizes > 15, use size 15 + increment
+        size_capped = min_(size, 15)
+        additional_people = max_(size - 15, 0)
+        additional_amount = (
+            additional_people * p.budgetary_needs.additional_person
+        )
+
+        # Get base amount for size (capped at 15)
+        base_amount = select(
+            [non_caretaker, caretaker_without_second, caretaker_with_second],
+            [
+                p.budgetary_needs.non_caretaker.calc(size_capped),
+                p.budgetary_needs.caretaker_without_second_parent.calc(
+                    size_capped
+                ),
+                p.budgetary_needs.caretaker_with_second_parent.calc(
+                    size_capped
+                ),
+            ],
+            default=0,
+        )
+
+        return base_amount + additional_amount

policyengine_us/variables/gov/states/tx/tanf/eligibility/tx_tanf_budgetary_needs_test.py

@@ -0,0 +1,21 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_budgetary_needs_test(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Meets Texas TANF budgetary needs test"
+    definition_period = MONTH
+    reference = "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-1340-income-limits"
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        # Budgetary needs test applies to applicants (not receiving TANF in last 4 months)
+        # Household passes if budgetary needs > income
+
+        budgetary_needs = spm_unit("tx_tanf_budgetary_needs", period)
+        income_for_test = spm_unit(
+            "tx_tanf_income_for_budgetary_needs_test", period
+        )
+
+        return budgetary_needs > income_for_test

policyengine_us/variables/gov/states/tx/tanf/eligibility/tx_tanf_caretaker_type.py

@@ -0,0 +1,50 @@
+from policyengine_us.model_api import *
+
+
+class TxTanfCaretakerType(Enum):
+    NON_CARETAKER = "Non-caretaker"
+    CARETAKER_WITHOUT_SECOND_PARENT = "Caretaker without second parent"
+    CARETAKER_WITH_SECOND_PARENT = "Caretaker with second parent"
+
+
+class tx_tanf_caretaker_type(Variable):
+    value_type = Enum
+    possible_values = TxTanfCaretakerType
+    default_value = TxTanfCaretakerType.NON_CARETAKER
+    entity = SPMUnit
+    label = "Texas TANF caretaker type"
+    definition_period = MONTH
+    reference = (
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/c-110-tanf"
+    )
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        # Caretaker type determines payment standard amount
+        # Based on number of parents included in certified group
+
+        person = spm_unit.members
+        eligible_parent = person("tx_tanf_eligible_parent", period)
+        eligible_child = person("tx_tanf_eligible_child", period)
+
+        # Count payment-eligible parents and children
+        parent_count = spm_unit.sum(eligible_parent)
+        has_eligible_child = spm_unit.any(eligible_child)
+
+        # Determine caretaker type
+        # Non-caretaker: No parents in certified group (child-only cases)
+        # Caretaker without second: One parent in certified group
+        # Caretaker with second: Two or more parents in certified group
+        non_caretaker = has_eligible_child & (parent_count == 0)
+        caretaker_without_second = has_eligible_child & (parent_count == 1)
+        caretaker_with_second = has_eligible_child & (parent_count >= 2)
+
+        return select(
+            [non_caretaker, caretaker_without_second, caretaker_with_second],
+            [
+                TxTanfCaretakerType.NON_CARETAKER,
+                TxTanfCaretakerType.CARETAKER_WITHOUT_SECOND_PARENT,
+                TxTanfCaretakerType.CARETAKER_WITH_SECOND_PARENT,
+            ],
+            default=TxTanfCaretakerType.NON_CARETAKER,
+        )

policyengine_us/variables/gov/states/tx/tanf/eligibility/tx_tanf_eligible.py

@@ -0,0 +1,29 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Eligible for Texas Temporary Assistance for Needy Families (TANF)"
+    definition_period = MONTH
+    reference = (
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-220-tanf",
+        "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-2420-eligibility-requirements",
+        "https://www.law.cornell.edu/regulations/texas/title-1/part-15/chapter-372/subchapter-B",
+    )
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        person = spm_unit.members
+
+        # Must have at least one eligible child in certified group
+        # (eligible child already includes immigration and SSI checks)
+        has_eligible_child = spm_unit.any(
+            person("tx_tanf_eligible_child", period)
+        )
+
+        # Financial eligibility
+        income_eligible = spm_unit("tx_tanf_income_eligible", period)
+        resources_eligible = spm_unit("tx_tanf_resources_eligible", period)
+
+        return has_eligible_child & income_eligible & resources_eligible

policyengine_us/variables/gov/states/tx/tanf/eligibility/tx_tanf_income_eligible.py

@@ -0,0 +1,40 @@
+from policyengine_us.model_api import *
+
+
+class tx_tanf_income_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Meets Texas TANF income test"
+    definition_period = MONTH
+    reference = "https://www.hhs.texas.gov/handbooks/texas-works-handbook/a-1340-income-limits"
+    defined_for = StateCode.TX
+
+    def formula(spm_unit, period, parameters):
+        # Texas TANF has two income eligibility tests per § 372.408:
+        #
+        # Budgetary needs test (§ 372.408 (a)(1)):
+        #   - Uses income WITHOUT earned income disregards (1/3 or 90%)
+        #   - Income < budgetary needs amount (100% of needs)
+        #   - Applies to: NEW applicants only
+        #
+        # Recognizable needs test (§ 372.408 (a)(2)):
+        #   - Uses income WITH earned income disregards (1/3 or 90%)
+        #   - Income < recognizable needs amount (25% of budgetary needs)
+        #   - Applies to: EVERYONE (applicants AND continuing recipients)
+        #
+        # Test requirements by enrollment status:
+        # - New applicants: Must pass budgetary test AND recognizable test
+        # - Continuing recipients: Must pass recognizable test only
+
+        is_enrolled = spm_unit("is_tanf_enrolled", period)
+        passes_budgetary = spm_unit("tx_tanf_budgetary_needs_test", period)
+        passes_recognizable = spm_unit(
+            "tx_tanf_recognizable_needs_test", period
+        )
+
+        # Apply the appropriate test(s) based on enrollment status
+        return where(
+            is_enrolled,
+            passes_recognizable,  # Continuing: recognizable test only
+            passes_budgetary & passes_recognizable,  # Applicants: BOTH tests
+        )