policyengine-us 1.418.0__py3-none-any.whl → 1.420.0__py3-none-any.whl

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/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/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/fcc/lifeline/is_lifeline_eligible.py

@@ -24,7 +24,6 @@ class is_lifeline_eligible(Variable):
             np.any(tribal_lifeline_programs),
             np.any(non_tribal_lifeline_programs),
         )
-        fpg_ratio = spm_unit("fcc_fpg_ratio", period)
-        fpg_limit = p.fpg_limit
-        fpg_eligible = fpg_ratio <= fpg_limit
-        return categorically_eligible | fpg_eligible
+        # Use the new unified income eligibility variable
+        income_eligible = spm_unit("is_lifeline_income_eligible", period)
+        return categorically_eligible | income_eligible

policyengine_us/variables/gov/fcc/lifeline/is_lifeline_income_eligible.py

@@ -0,0 +1,35 @@
+from policyengine_us.model_api import *
+
+
+class is_lifeline_income_eligible(Variable):
+    value_type = bool
+    entity = SPMUnit
+    label = "Income-eligible for Lifeline"
+    documentation = (
+        "Meets income requirements for Lifeline (federal or state-expanded)"
+    )
+    definition_period = YEAR
+    reference = (
+        "https://www.law.cornell.edu/cfr/text/47/54.409",
+        "https://statutes.capitol.texas.gov/Docs/UT/htm/UT.55.htm#55.015",
+    )
+
+    def formula(spm_unit, period, parameters):
+        p = parameters(period).gov.fcc.lifeline
+        fpg_ratio = spm_unit("fcc_fpg_ratio", period)
+
+        # Some states expand eligibility beyond federal limit
+        state = spm_unit.household("state_code_str", period)
+        is_tx = state == "TX"
+
+        # Texas expands to 150% FPG per Texas Utilities Code § 55.015(d-1)
+        tx_p = parameters(period).gov.states.tx.uct.lifeline
+
+        # Use state-specific limit where applicable, otherwise federal (135%)
+        # Convert to float32 to match fpg_ratio dtype for comparison
+        # Without this, float32(1.35) > float64(1.35) due to precision differences
+        fpg_limit = where(is_tx, tx_p.fpg_limit, p.fpg_limit).astype(
+            np.float32
+        )
+
+        return fpg_ratio <= fpg_limit

policyengine_us/variables/gov/fcc/lifeline/lifeline.py

@@ -33,11 +33,14 @@ class lifeline(Variable):
                     base_amount,
                 )
 
-        max_monthly_amount = (
+        federal_monthly_amount = (
             base_amount
             + is_rural_tribal * p.fcc.lifeline.amount.rural_tribal_supplement
         )
-        max_amount = max_monthly_amount * MONTHS_IN_YEAR
+        # Get TX supplement for the specific month (now properly defined as MONTH period)
+        tx_supplement = spm_unit("tx_lifeline_supplement", period.first_month)
+        total_monthly_amount = federal_monthly_amount + tx_supplement
+        max_amount = total_monthly_amount * MONTHS_IN_YEAR
         phone_broadband_cost = add(
             spm_unit, period, ["phone_cost", "broadband_cost"]
         )

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