policyengine-us 1.424.6__py3-none-any.whl → 1.455.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/usda/snap/income/snap_countable_earner.yaml

@@ -27,3 +27,28 @@
   input:
   output:
     snap_countable_earner: true
+
+- name: Case 5, federal work study participant is not a countable earner.
+  period: 2024-01
+  input:
+    is_federal_work_study_participant: true
+    age: 22
+  output:
+    snap_countable_earner: false
+
+- name: Case 6, non-federal work study participant is a countable earner.
+  period: 2024-01
+  input:
+    is_federal_work_study_participant: false
+    age: 22
+  output:
+    snap_countable_earner: true
+
+- name: Case 7, both K-12 exclusion and work study - not countable.
+  period: 2024-01
+  input:
+    age: 17
+    is_in_k12_school: true
+    is_federal_work_study_participant: true
+  output:
+    snap_countable_earner: false

policyengine_us/tests/policy/baseline/gov/usda/snap/integration.yaml

@@ -61,7 +61,7 @@
     # Full-time work at this level yields monthly earnings of $1,257.
     snap_earned_income: 1_257
     # dependent care costs of $78 a month
-    childcare_expenses:
+    pre_subsidy_childcare_expenses:
       2022: 78 * 12
     # and shelter costs of $993 per month
     rent: 

policyengine_us/tests/policy/baseline/gov/usda/snap/snap.yaml

@@ -63,10 +63,10 @@
   period: 2025
   absolute_error_margin: 0.3
   input:
-    people:   
+    people:
       person1:
         age: 55
-        self_employment_income: 10_000
+        self_employment_income_before_lsr: 10_000
     households:
       household:
         members: [person1]
@@ -79,7 +79,7 @@
   output:
     snap_self_employment_income_after_expense_deduction: 5_000
     snap_self_employment_expense_deduction: 5_000
-    # The self-employment income deduction is applied to gross income 
+    # The self-employment income deduction is applied to gross income
     # and not in the list of deductions.
     # This also allows for proper earned income deduction calculation.
     snap_deductions: 0
@@ -93,10 +93,10 @@
   absolute_error_margin: 0.3
   input:
     gov.usda.snap.income.deductions.allowed: [snap_standard_deduction, snap_earned_income_deduction, snap_dependent_care_deduction, snap_child_support_deduction, snap_excess_medical_expense_deduction, snap_excess_shelter_expense_deduction, snap_self_employment_expense_deduction]
-    people:   
+    people:
       person1:
         age: 55
-        self_employment_income: 10_000
+        self_employment_income_before_lsr: 10_000
     households:
       household:
         members: [person1]

policyengine_us/tests/policy/baseline/gov/usda/snap/snap_min_allotment.yaml

@@ -35,14 +35,14 @@
   output:
     snap_min_allotment: 30
 
-- name: In other states, we keep the standard minium allotment amount
+- name: In other states, we keep the standard minimum allotment amount
   period: 2022-01
   input:
     spm_unit_size: 2
-    state_code: AB
+    state_code: CA
     state_group: CONTIGUOUS_US
   output:
-    snap_min_allotment: 250 * 0.08 
+    snap_min_allotment: 250 * 0.08
 
 - name: Above age threshold in 2017, Maryland provides a different minimum allotment amount 
   period: 2022-01

policyengine_us/tests/policy/baseline/gov/usda/wic/integration.yaml

@@ -0,0 +1,181 @@
+# WIC Integration Tests
+# Tests the full eligibility pipeline from demographics to benefits.
+# Per 42 U.S.C. § 1786, eligibility requires:
+# 1. Valid demographic category (pregnant, postpartum, breastfeeding, infant, child)
+# 2. Income ≤ 185% FPG OR categorical eligibility (SNAP/TANF/Medicaid)
+# 3. Nutritional risk assessment (assumed true in individual simulation)
+#
+# Note: WIC package values are uprated from 2018 base values using CPI-U.
+# Note: school_meal_countable_income is input as ANNUAL but computed as monthly.
+
+- name: Case 1, infant in low-income family eligible for WIC.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        # Parent - not WIC eligible (adult)
+        age: 30
+      person2:
+        # Infant - WIC eligible
+        age: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        # Annual income: $24,000
+        # Monthly: $2,000
+        # 2-person FPG 2024: $20,440/year = $1,703/month
+        # Ratio: 2000/1703 = 1.17 < 1.85 ✓
+        school_meal_countable_income: 24_000
+  output:
+    wic_category: [NONE, INFANT]
+    meets_wic_income_test: true
+    is_wic_eligible: [false, true]
+    # INFANT value uprated from $138.64 (2018) to ~$173.28 (2024)
+    wic: [0, 173.28]
+
+- name: Case 2, pregnant woman fails income but passes categorical via SNAP.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 25
+        is_pregnant: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        # Annual income: $60,000
+        # Monthly: $5,000
+        # Pregnant adds +1 to household → 2-person FPG: $20,440/year = $1,703/month
+        # Ratio: 5000/1703 = 2.94 > 1.85 ✗
+        school_meal_countable_income: 60_000
+        snap: 200
+  output:
+    wic_category: PREGNANT
+    meets_wic_income_test: false
+    meets_wic_categorical_eligibility: true
+    is_wic_eligible: true
+    # PREGNANT value uprated from $37.33 (2018) to ~$46.66 (2024)
+    wic: 46.66
+
+- name: Case 3, child age 3 eligible through Medicaid.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 3
+        medicaid_enrolled: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        # Annual income: $48,000
+        # Monthly: $4,000
+        # 1-person FPG 2024: $15,060/year = $1,255/month
+        # Ratio: 4000/1255 = 3.19 > 1.85 ✗
+        school_meal_countable_income: 48_000
+        # Explicitly disable SNAP to test Medicaid pathway
+        snap: 0
+  output:
+    wic_category: CHILD
+    meets_wic_income_test: false
+    meets_wic_categorical_eligibility: true
+    is_wic_eligible: true
+    # CHILD value uprated from $31.78 (2018) to ~$39.72 (2024)
+    wic: 39.72
+
+- name: Case 4, healthy adult not eligible even with SNAP.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 35
+    spm_units:
+      spm_unit:
+        members: [person1]
+        school_meal_countable_income: 12_000
+        snap: 200
+  output:
+    wic_category: NONE
+    meets_wic_income_test: true
+    meets_wic_categorical_eligibility: true
+    # Not eligible - adult is not in valid WIC demographic category
+    is_wic_eligible: false
+    wic: 0
+
+- name: Case 5, child age 5 not eligible (too old).
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 5
+        # Explicitly disable Medicaid to test demographic-only rejection
+        medicaid_enrolled: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+        school_meal_countable_income: 18_000
+        # Explicitly disable SNAP/TANF
+        snap: 0
+        tanf: 0
+  output:
+    # Age 5+ is category NONE per 42 U.S.C. § 1786(b)(2)
+    wic_category: NONE
+    meets_wic_income_test: true
+    meets_wic_categorical_eligibility: false
+    is_wic_eligible: false
+    wic: 0
+
+- name: Case 6, family with pregnant mother and toddler.
+  period: 2024-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 32
+      person2:
+        age: 28
+        is_pregnant: true
+      person3:
+        age: 2
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        # Annual income: $36,000
+        # Monthly: $3,000
+        # 3 people + 1 for pregnancy = 4-person equivalent
+        # 4-person FPG 2024: $31,200/year = $2,600/month
+        # Ratio: 3000/2600 = 1.15 < 1.85 ✓
+        school_meal_countable_income: 36_000
+  output:
+    wic_category: [NONE, PREGNANT, CHILD]
+    is_wic_eligible: [false, true, true]
+    # Father: $0, Mother: ~$46.66, Child: ~$39.72
+    wic: [0, 46.66, 39.72]
+
+- name: Case 7, income above 185% FPG without categorical eligibility.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 2
+        # Explicitly disable Medicaid to test income-only pathway
+        medicaid_enrolled: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+        # Annual income: $36,000
+        # Monthly: $3,000
+        # 1-person FPG 2024: $15,060/year = $1,255/month
+        # Ratio: 3000/1255 = 2.39 > 1.85 ✗
+        school_meal_countable_income: 36_000
+        # Explicitly disable SNAP/TANF
+        snap: 0
+        tanf: 0
+  output:
+    wic_category: CHILD
+    meets_wic_income_test: false
+    meets_wic_categorical_eligibility: false
+    is_wic_eligible: false
+    wic: 0

policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_at_nutritional_risk.yaml

@@ -0,0 +1,33 @@
+# Nutritional risk is a health assessment per 42 U.S.C. § 1786(b)(8).
+# In individual simulation, all persons are assumed at nutritional risk.
+# In microsimulation, risk is assigned probabilistically by category.
+
+- name: Case 1, infant assumed at nutritional risk in individual simulation.
+  period: 2024-01
+  input:
+    age: 0
+  output:
+    is_wic_at_nutritional_risk: true
+
+- name: Case 2, child assumed at nutritional risk in individual simulation.
+  period: 2024-01
+  input:
+    age: 3
+  output:
+    is_wic_at_nutritional_risk: true
+
+- name: Case 3, adult assumed at nutritional risk in individual simulation.
+  period: 2024-01
+  input:
+    age: 35
+  output:
+    # Even adults are assumed at nutritional risk in individual simulation.
+    # Demographic eligibility is checked separately in is_wic_eligible.
+    is_wic_at_nutritional_risk: true
+
+- name: Case 4, person receiving WIC is at nutritional risk.
+  period: 2024-01
+  input:
+    receives_wic: true
+  output:
+    is_wic_at_nutritional_risk: true

policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_eligible.yaml

@@ -1,39 +1,52 @@
 # WIC requires each of the following:
-# - Either meeting the income test or categorical eligibility,
-# - Meeting a demographic test (pregnancy, age, parental status), and
+# - Being in a valid demographic category (pregnant, postpartum, breastfeeding, infant, or child),
+# - Either meeting the income test or categorical eligibility, and
 # - Being assessed to be at nutritional risk.
-- name: Case 1, satisfied all conditions hence is eligible
+
+# Unit tests with stubbed inputs
+- name: Case 1, child satisfies all conditions hence is eligible.
   period: 2022
   input:
+    wic_category: CHILD
     meets_wic_income_test: true
-    meets_wic_categorical_eligibility: true
     is_wic_at_nutritional_risk: true
   output:
     is_wic_eligible: true
 
-- name: Case 2, not nutritional risk hence not eligible
+- name: Case 2, healthy adult not eligible even with all other conditions met.
   period: 2022
   input:
+    wic_category: NONE
     meets_wic_income_test: true
     meets_wic_categorical_eligibility: true
-    is_wic_at_nutritional_risk: false
+    is_wic_at_nutritional_risk: true
   output:
     is_wic_eligible: false
 
-- name: Case 3, eligible when either income test or categorical passed 
+- name: Case 3, child not eligible without income or categorical eligibility.
   period: 2022
   input:
-    meets_wic_income_test: true
+    wic_category: CHILD
+    meets_wic_income_test: false
     meets_wic_categorical_eligibility: false
     is_wic_at_nutritional_risk: true
   output:
-    is_wic_eligible: true
+    is_wic_eligible: false
 
-- name: Case 4, eligible when either income test or categorical passed 
-  period: 2022
+- name: Case 4, family with adult, infant, and child age 6.
+  period: 2024-01
   input:
-    meets_wic_income_test: false
-    meets_wic_categorical_eligibility: true
-    is_wic_at_nutritional_risk: true
+    people:
+      person1:
+        age: 30
+      person2:
+        age: 0
+      person3:
+        age: 6
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        school_meal_countable_income: 30_000
   output:
-    is_wic_eligible: true
+    # Adult: not eligible, infant: eligible, age 6: not eligible
+    is_wic_eligible: [false, true, false]

policyengine_us/tests/policy/baseline/household/demographic/geographic/state_group.yaml

@@ -11,3 +11,24 @@
     state_code: AK
   output:
     state_group: AK
+
+- name: Contiguous state does not cause empty array indexing error
+  period: 2024
+  input:
+    state_code: TX
+  output:
+    state_group: CONTIGUOUS_US
+
+- name: Hawaii
+  period: 2024
+  input:
+    state_code: HI
+  output:
+    state_group: HI
+
+- name: Puerto Rico
+  period: 2024
+  input:
+    state_code: PR
+  output:
+    state_group: PR

policyengine_us/tests/policy/baseline/household/expense/health/has_bcc_qualifying_coverage.yaml

@@ -0,0 +1,12 @@
+- name: Default is no qualifying coverage
+  period: 2024
+  input: {}
+  output:
+    has_bcc_qualifying_coverage: false
+
+- name: Has qualifying coverage when set
+  period: 2024
+  input:
+    has_bcc_qualifying_coverage: true
+  output:
+    has_bcc_qualifying_coverage: true

policyengine_us/tests/policy/contrib/aca/ptc_additional_bracket.yaml

@@ -6,7 +6,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 2.5
   output:
-    aca_ptc_phase_out_rate: 0.04
+    aca_required_contribution_percentage: 0.04
 
 - name: Single filer at 300% FPL - uses baseline value
   period: 2026
@@ -16,7 +16,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 3.0
   output:
-    aca_ptc_phase_out_rate: 0.06
+    aca_required_contribution_percentage: 0.06
 
 - name: Single filer at 400% FPL - linear increase to 10%
   period: 2026
@@ -26,7 +26,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 4.0
   output:
-    aca_ptc_phase_out_rate: 0.10
+    aca_required_contribution_percentage: 0.10
 
 - name: Single filer at 500% FPL - linear increase to 14%
   period: 2026
@@ -36,7 +36,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 5.0
   output:
-    aca_ptc_phase_out_rate: 0.14
+    aca_required_contribution_percentage: 0.14
 
 - name: Single filer at 600% FPL - linear increase to 18%
   period: 2026
@@ -46,7 +46,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 6.0
   output:
-    aca_ptc_phase_out_rate: 0.18
+    aca_required_contribution_percentage: 0.18
 
 - name: Single filer at 350% FPL - interpolated value
   period: 2026
@@ -56,7 +56,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 3.5
   output:
-    aca_ptc_phase_out_rate: 0.08
+    aca_required_contribution_percentage: 0.08
 
 - name: Baseline comparison at 400% FPL - shows difference
   period: 2026
@@ -64,7 +64,7 @@
   input:
     aca_magi_fraction: 4.0
   output:
-    aca_ptc_phase_out_rate: 0.0996
+    aca_required_contribution_percentage: 0.0996
 
 - name: Edge case - Lower boundary at 0% FPL
   period: 2026
@@ -74,7 +74,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 0.0
   output:
-    aca_ptc_phase_out_rate: 0.0
+    aca_required_contribution_percentage: 0.0
 
 - name: Edge case - Lower boundary at 150% FPL (first bracket threshold)
   period: 2026
@@ -84,7 +84,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 1.5
   output:
-    aca_ptc_phase_out_rate: 0.0
+    aca_required_contribution_percentage: 0.0
 
 - name: Edge case - First positive bracket at 200% FPL
   period: 2026
@@ -94,7 +94,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 2.0
   output:
-    aca_ptc_phase_out_rate: 0.02
+    aca_required_contribution_percentage: 0.02
 
 - name: Edge case - Upper boundary at 1000% FPL (highest defined bracket)
   period: 2026
@@ -104,7 +104,7 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 10.0
   output:
-    aca_ptc_phase_out_rate: 0.34
+    aca_required_contribution_percentage: 0.34
 
 - name: Edge case - Interpolation between 1.5 and 2.0 at 175% FPL
   period: 2026
@@ -114,4 +114,4 @@
     gov.contrib.aca.ptc_additional_bracket.in_effect: true
     aca_magi_fraction: 1.75
   output:
-    aca_ptc_phase_out_rate: 0.01
+    aca_required_contribution_percentage: 0.01

policyengine_us/tests/policy/contrib/aca/ptc_simplified_bracket.yaml

@@ -6,7 +6,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 1.0
   output:
-    aca_ptc_phase_out_rate: 0.0
+    aca_required_contribution_percentage: 0.0
 
 - name: Single filer at 200% FPL - linear increase to 4%
   period: 2026
@@ -16,7 +16,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 2.0
   output:
-    aca_ptc_phase_out_rate: 0.04
+    aca_required_contribution_percentage: 0.04
 
 - name: Single filer at 300% FPL - linear increase to 8%
   period: 2026
@@ -26,7 +26,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 3.0
   output:
-    aca_ptc_phase_out_rate: 0.08
+    aca_required_contribution_percentage: 0.08
 
 - name: Single filer at 400% FPL - linear increase to 12%
   period: 2026
@@ -36,7 +36,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 4.0
   output:
-    aca_ptc_phase_out_rate: 0.12
+    aca_required_contribution_percentage: 0.12
 
 - name: Single filer at 500% FPL - linear increase to 16%
   period: 2026
@@ -46,7 +46,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 5.0
   output:
-    aca_ptc_phase_out_rate: 0.16
+    aca_required_contribution_percentage: 0.16
 
 - name: Single filer at 600% FPL - linear increase to 20%
   period: 2026
@@ -56,7 +56,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 6.0
   output:
-    aca_ptc_phase_out_rate: 0.20
+    aca_required_contribution_percentage: 0.20
 
 - name: Single filer at 150% FPL - interpolated value
   period: 2026
@@ -66,7 +66,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 1.5
   output:
-    aca_ptc_phase_out_rate: 0.02
+    aca_required_contribution_percentage: 0.02
 
 - name: Baseline comparison at 400% FPL - shows difference
   period: 2026
@@ -74,7 +74,7 @@
   input:
     aca_magi_fraction: 4.0
   output:
-    aca_ptc_phase_out_rate: 0.0996
+    aca_required_contribution_percentage: 0.0996
 
 - name: Edge case - Lower boundary at 0% FPL
   period: 2026
@@ -84,7 +84,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 0.0
   output:
-    aca_ptc_phase_out_rate: 0.0
+    aca_required_contribution_percentage: 0.0
 
 - name: Edge case - Upper boundary at 1000% FPL
   period: 2026
@@ -94,7 +94,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 10.0
   output:
-    aca_ptc_phase_out_rate: 0.36
+    aca_required_contribution_percentage: 0.36
 
 - name: Edge case - Interpolation between 1.0 and 2.0 at 175% FPL
   period: 2026
@@ -104,7 +104,7 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 1.75
   output:
-    aca_ptc_phase_out_rate: 0.03
+    aca_required_contribution_percentage: 0.03
 
 - name: Comparison with additional bracket reform at 600% FPL
   period: 2026
@@ -114,4 +114,4 @@
     gov.contrib.aca.ptc_simplified_bracket.in_effect: true
     aca_magi_fraction: 6.0
   output:
-    aca_ptc_phase_out_rate: 0.20
+    aca_required_contribution_percentage: 0.20

policyengine_us/tests/policy/contrib/additional_tax_bracket/additional_tax_bracket_reform.yaml

@@ -22,8 +22,8 @@
     taxable_income: 1_000_000
     filing_status: JOINT
   output:
-    regular_tax_before_credits: 291_360
-    income_tax_main_rates: 291_360
+    regular_tax_before_credits: 290_689
+    income_tax_main_rates: 290_689
 
 - name: Additional tax bracket is applied, taxable income is below the threshold.
   period: 2027
@@ -49,5 +49,5 @@
     taxable_income: 600_000
     filing_status: JOINT
   output:
-    regular_tax_before_credits: 147_196
-    income_tax_main_rates: 147_196
+    regular_tax_before_credits: 146_355
+    income_tax_main_rates: 146_355