policyengine-us 1.420.0__py3-none-any.whl → 1.450.0__py3-none-any.whl

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/ut/tax/income/credits/ss_benefits_credit/ut_ss_benefits_credit_max.yaml

@@ -4,7 +4,7 @@
     taxable_social_security: 5_000
     ut_total_income: 20_000
     tax_exempt_interest_income: 500
-    filing_status: single
+    filing_status: SINGLE
     state_code: UT
   output:
     ut_ss_benefits_credit_max: 242.50
@@ -15,7 +15,7 @@
     taxable_social_security: 5_000
     ut_total_income: 30_000
     tax_exempt_interest_income: 500
-    filing_status: single
+    filing_status: SINGLE
     state_code: UT
   output:
     ut_ss_benefits_credit_max: 242.50
@@ -26,7 +26,7 @@
     taxable_social_security: 5_000
     ut_total_income: 25_000
     tax_exempt_interest_income: 500
-    filing_status: single
+    filing_status: SINGLE
     state_code: UT
   output:
     ut_ss_benefits_credit_max: 242.50
@@ -37,7 +37,7 @@
     taxable_social_security: 0
     ut_total_income: 20_000
     tax_exempt_interest_income: 500
-    filing_status: single
+    filing_status: SINGLE
     state_code: UT
   output:
     ut_ss_benefits_credit_max: 0  # no taxable social security income
@@ -48,7 +48,7 @@
     taxable_social_security: 100_000
     ut_total_income: 20_000
     tax_exempt_interest_income: 20_000
-    filing_status: single
+    filing_status: SINGLE
     state_code: UT
   output:
     ut_ss_benefits_credit_max: 4_700  

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/wa/dshs/tanf/benefit/wa_tanf_payment_standard.yaml

@@ -0,0 +1,48 @@
+- name: Family size 1 - payment standard
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 1
+  output:
+    wa_tanf_payment_standard: 450
+
+- name: Family size 2 - payment standard
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 2
+  output:
+    wa_tanf_payment_standard: 570
+
+- name: Family size 5 - payment standard
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 5
+  output:
+    wa_tanf_payment_standard: 959
+
+- name: Family size 10 - maximum payment standard
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 10
+  output:
+    wa_tanf_payment_standard: 1_662
+
+- name: Family size 15 - capped at size 10
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 15
+  output:
+    # Payment standard capped at size 10
+    wa_tanf_payment_standard: 1_662
+
+- name: Only calculate for WA
+  period: 2024-01
+  input:
+    state_code: CA
+    spm_unit_size: 3
+  output:
+    wa_tanf_payment_standard: 0

policyengine_us/tests/policy/baseline/gov/states/wa/dshs/tanf/eligibility/wa_tanf_eligible.yaml

@@ -0,0 +1,65 @@
+- name: All requirements met - eligible
+  period: 2024-01
+  input:
+    state_code: WA
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wa_tanf_income_eligible: true
+    wa_tanf_resources_eligible: true
+  output:
+    wa_tanf_eligible: true
+
+- name: Missing demographic eligibility - ineligible
+  period: 2024-01
+  input:
+    state_code: WA
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: true
+    wa_tanf_income_eligible: true
+    wa_tanf_resources_eligible: true
+  output:
+    wa_tanf_eligible: false
+
+- name: Missing citizenship - ineligible
+  period: 2024-01
+  input:
+    state_code: WA
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: false
+    wa_tanf_income_eligible: true
+    wa_tanf_resources_eligible: true
+  output:
+    wa_tanf_eligible: false
+
+- name: Income ineligible - ineligible
+  period: 2024-01
+  input:
+    state_code: WA
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wa_tanf_income_eligible: false
+    wa_tanf_resources_eligible: true
+  output:
+    wa_tanf_eligible: false
+
+- name: Resource ineligible - ineligible
+  period: 2024-01
+  input:
+    state_code: WA
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wa_tanf_income_eligible: true
+    wa_tanf_resources_eligible: false
+  output:
+    wa_tanf_eligible: false
+
+- name: Only calculate for WA
+  period: 2024-01
+  input:
+    state_code: ID
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wa_tanf_income_eligible: true
+    wa_tanf_resources_eligible: true
+  output:
+    wa_tanf_eligible: false

policyengine_us/tests/policy/baseline/gov/states/wa/dshs/tanf/eligibility/wa_tanf_income_eligible.yaml

@@ -0,0 +1,96 @@
+- name: Zero gross earned income - eligible
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 3
+    tanf_gross_earned_income: 0
+  output:
+    # Income limit for family of 3: $1,912
+    # Gross earned: $0 <= $1,912
+    wa_tanf_income_eligible: true
+
+- name: Gross earned income below threshold - eligible
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 3
+    tanf_gross_earned_income: 1_500
+  output:
+    # Income limit for family of 3: $1,912
+    # Gross earned: $1,500 <= $1,912
+    wa_tanf_income_eligible: true
+
+- name: Gross earned income exactly at threshold - eligible
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 3
+    tanf_gross_earned_income: 1_912
+  output:
+    # Income limit for family of 3: $1,912
+    # Gross earned: $1,912 <= $1,912
+    wa_tanf_income_eligible: true
+
+- name: Gross earned income one dollar over threshold - ineligible
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 3
+    tanf_gross_earned_income: 1_913
+  output:
+    # Income limit for family of 3: $1,912
+    # Gross earned: $1,913 > $1,912
+    wa_tanf_income_eligible: false
+
+- name: Gross earned income far over threshold - ineligible
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 3
+    tanf_gross_earned_income: 3_000
+  output:
+    # Income limit for family of 3: $1,912
+    # Gross earned: $3,000 > $1,912
+    wa_tanf_income_eligible: false
+
+- name: Family size 1 - at threshold
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 1
+    tanf_gross_earned_income: 1_400
+  output:
+    # Income limit for family of 1: $1,400
+    # Gross earned: $1,400 <= $1,400
+    wa_tanf_income_eligible: true
+
+- name: Family size 10 - at maximum threshold
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 10
+    tanf_gross_earned_income: 3_824
+  output:
+    # Income limit for family of 10: $3,824
+    # Gross earned: $3,824 <= $3,824
+    wa_tanf_income_eligible: true
+
+- name: Family size 15 - capped at size 10 limit
+  period: 2024-01
+  input:
+    state_code: WA
+    spm_unit_size: 15
+    tanf_gross_earned_income: 3_824
+  output:
+    # Income limit capped at family of 10: $3,824
+    # Gross earned: $3,824 <= $3,824
+    wa_tanf_income_eligible: true
+
+- name: Only calculate for WA
+  period: 2024-01
+  input:
+    state_code: MT
+    spm_unit_size: 3
+    tanf_gross_earned_income: 1_000
+  output:
+    wa_tanf_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/wa/dshs/tanf/income/wa_tanf_countable_earned_income.yaml

@@ -0,0 +1,70 @@
+- name: Zero gross earned income - zero countable
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 0
+  output:
+    # Countable = max($0 - $500, 0) × 0.5 = $0
+    wa_tanf_countable_earned_income: 0
+
+- name: Gross earned below disregard - zero countable
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 300
+  output:
+    # Countable = max($300 - $500, 0) × 0.5 = $0
+    wa_tanf_countable_earned_income: 0
+
+- name: Gross earned exactly at disregard - zero countable
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 500
+  output:
+    # Countable = max($500 - $500, 0) × 0.5 = $0
+    wa_tanf_countable_earned_income: 0
+
+- name: Gross earned one dollar over disregard
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 501
+  output:
+    # Countable = ($501 - $500) × 0.5 = $0.50
+    wa_tanf_countable_earned_income: 0.5
+
+- name: Gross earned moderately above disregard
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 1_000
+  output:
+    # Countable = ($1,000 - $500) × 0.5 = $250
+    wa_tanf_countable_earned_income: 250
+
+- name: Gross earned significantly above disregard
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 2_000
+  output:
+    # Countable = ($2,000 - $500) × 0.5 = $750
+    wa_tanf_countable_earned_income: 750
+
+- name: High gross earned income
+  period: 2024-01
+  input:
+    state_code: WA
+    tanf_gross_earned_income: 4_000
+  output:
+    # Countable = ($4,000 - $500) × 0.5 = $1,750
+    wa_tanf_countable_earned_income: 1_750
+
+- name: Only calculate for WA
+  period: 2024-01
+  input:
+    state_code: OR
+    tanf_gross_earned_income: 1_000
+  output:
+    wa_tanf_countable_earned_income: 0