policyengine-us 1.439.0__py3-none-any.whl → 1.458.0__py3-none-any.whl

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

@@ -0,0 +1,102 @@
+- name: Eligible with no income - full payment standard
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 0
+  output:
+    # Benefit = $706 - $0 = $706
+    wa_tanf: 706
+
+- name: Eligible with partial income - reduced benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 250
+  output:
+    # Benefit = $706 - $250 = $456
+    wa_tanf: 456
+
+- name: Eligible with income equal to payment standard - zero benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 706
+  output:
+    # Benefit = $706 - $706 = $0
+    wa_tanf: 0
+
+- name: Eligible with income exceeding payment standard - zero benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 800
+  output:
+    # Benefit = max($706 - $800, 0) = $0
+    wa_tanf: 0
+
+- name: Ineligible household - zero benefit
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: false
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 0
+  output:
+    wa_tanf: 0
+
+- name: Large family - benefit capped by maximum grant cap
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 1_662
+    wa_tanf_countable_income: 0
+  output:
+    # Benefit before cap = $1,662 - $0 = $1,662
+    # Maximum grant cap = $1,338
+    # Benefit = min($1,662, $1,338) = $1,338
+    wa_tanf: 1_338
+
+- name: Large family with income - benefit under cap
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 1_529
+    wa_tanf_countable_income: 250
+  output:
+    # Benefit before cap = $1,529 - $250 = $1,279
+    # Maximum grant cap = $1,338
+    # Benefit = min($1,279, $1,338) = $1,279 (under cap)
+    wa_tanf: 1_279
+
+- name: Medium family - benefit exactly at cap
+  period: 2024-01
+  input:
+    state_code: WA
+    wa_tanf_eligible: true
+    wa_tanf_payment_standard: 1_392
+    wa_tanf_countable_income: 54
+  output:
+    # Benefit before cap = $1,392 - $54 = $1,338
+    # Maximum grant cap = $1,338
+    # Benefit = min($1,338, $1,338) = $1,338 (exactly at cap)
+    wa_tanf: 1_338
+
+- name: Only calculate for WA
+  period: 2024-01
+  input:
+    state_code: OR
+    wa_tanf_eligible: false
+    wa_tanf_payment_standard: 706
+    wa_tanf_countable_income: 0
+  output:
+    wa_tanf: 0

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

@@ -1,16 +1,15 @@
-- name: Households with assets lower than or equal to $6,000 are eligible.
-  period: 2023
+- name: Households with assets at or below resource limit are eligible
+  period: 2024
   input:
     state_code: WA
-    wa_tanf_countable_resources: 6_000
+    wa_tanf_countable_resources: 12_000
   output:
     wa_tanf_resources_eligible: true
 
-
-- name: Households with assets higher than $6,000 are ineligible. 
-  period: 2023
+- name: Households with assets above resource limit are ineligible
+  period: 2024
   input:
     state_code: WA
-    wa_tanf_countable_resources: 7_000
+    wa_tanf_countable_resources: 13_000
   output:
     wa_tanf_resources_eligible: false

policyengine_us/tests/policy/baseline/gov/states/wv/tax/income/credits/liftc/wv_low_income_family_tax_credit_fpg.yaml

@@ -1,8 +1,12 @@
+# Unit tests for wv_low_income_family_tax_credit_fpg
+# These tests verify that state_group is correctly derived from state_code
+# (not explicitly set, which would mask bugs in the state_group derivation)
+
 - name: The federal poverty guidelines for family size of 4 is $27,750.
   period: 2022
   input:
+    state_code: WV
     tax_unit_size: 4
-    state_group: CONTIGUOUS_US
     wv_low_income_family_tax_credit_eligible: true
   output:
     wv_low_income_family_tax_credit_fpg: 27_750
@@ -10,8 +14,8 @@
 - name: The federal poverty guidelines for family size of 2 is $18,310.
   period: 2022
   input:
+    state_code: WV
     tax_unit_size: 2
-    state_group: CONTIGUOUS_US
     wv_low_income_family_tax_credit_eligible: true
   output:
     wv_low_income_family_tax_credit_fpg: 18_310
@@ -19,18 +23,18 @@
 - name: The federal poverty guidelines for family size of 8 is $46,630.
   period: 2022
   input:
+    state_code: WV
     tax_unit_size: 8
-    state_group: CONTIGUOUS_US
     wv_low_income_family_tax_credit_eligible: true
   output:
-    # 14_580 + 7 * 5_140
+    # 13_590 + 7 * 4_720 = 46_630
     wv_low_income_family_tax_credit_fpg: 46_630
 
-- name: The federal poverty guidelines for family size of 10 is $46,630.
+- name: The federal poverty guidelines for family size of 10 is $46,630 (capped at 8).
   period: 2022
   input:
+    state_code: WV
     tax_unit_size: 10
-    state_group: CONTIGUOUS_US
     wv_low_income_family_tax_credit_eligible: true
   output:
     wv_low_income_family_tax_credit_fpg: 46_630

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

@@ -0,0 +1,29 @@
+- name: Not eligible, income below threshold
+  period: 2024
+  input:
+    pr_gradual_adjustment_eligible: False
+    pr_net_taxable_income: 70_000
+    pr_exemptions: 4_000
+    state_code: PR
+  output:
+    pr_gradual_adjustment_amount: 0
+
+- name: Amount lower than limit
+  period: 2024
+  input:
+    pr_gradual_adjustment_eligible: True
+    pr_net_taxable_income: 501_000 
+    pr_exemptions: 1_300
+    state_code: PR
+  output:
+    pr_gradual_adjustment_amount: 50
+
+- name: Limit lower than amount
+  period: 2024
+  input:
+    pr_gradual_adjustment_eligible: True
+    pr_net_taxable_income: 700_000 
+    pr_exemptions: 1_000
+    state_code: PR
+  output:
+    pr_gradual_adjustment_amount: 9_225

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

@@ -0,0 +1,15 @@
+- name: Not eligible
+  period: 2024
+  input:
+    pr_net_taxable_income: 500_000
+    state_code: PR
+  output:
+    pr_gradual_adjustment_eligible: False
+
+- name: Eligible
+  period: 2024
+  input:
+    pr_net_taxable_income: 500_001
+    state_code: PR
+  output:
+    pr_gradual_adjustment_eligible: True

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

@@ -0,0 +1,17 @@
+- name: Total income greater than alimony
+  period: 2024
+  input:
+    pr_gross_income: 20_000
+    alimony_expense: 5_000
+    state_code: PR
+  output:
+    pr_agi: 15_000
+
+- name: Alimony greater than total income
+  period: 2024
+  input:
+    pr_gross_income: 5_000
+    alimony_expense: 10_000
+    state_code: PR
+  output:
+    pr_agi: 0

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

@@ -0,0 +1,17 @@
+- name: Joint
+  period: 2024
+  input:
+    pr_agi: 20_000
+    filing_status: JOINT
+    state_code: PR
+  output:
+    pr_agi_person: 10_000
+
+- name: Separate
+  period: 2024
+  input:
+    pr_agi: 20_000
+    filing_status: SEPARATE
+    state_code: PR
+  output:
+    pr_agi_person: 20_000

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

@@ -0,0 +1,19 @@
+- name: Lower bracket
+  period: 2024
+  input:
+    state_code: PR
+    pr_gross_income: 100_000
+    pr_normal_tax: 2_000
+    pr_gradual_adjustment_amount: 0
+  output:
+    pr_regular_tax_before_credits: 1_840
+
+- name: Upper bracket
+  period: 2024
+  input:
+    state_code: PR
+    pr_gross_income: 100_001
+    pr_normal_tax: 1_000
+    pr_gradual_adjustment_amount: 500
+  output:
+    pr_regular_tax_before_credits: 1_425

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

@@ -0,0 +1,26 @@
+- name: Base case
+  period: 2024
+  input:
+    pr_agi: 40_000
+    pr_casualty_loss_deduction: 1_000
+    pr_charitable_deduction: 500
+    pr_retirement_deduction: 20_000
+    pr_medical_expense_deduction: 0
+    pr_mortgage_deduction: 3_000
+    pr_education_deduction: 1_500
+    pr_personal_exemption: 1_000
+    pr_veteran_exemption: 0
+    pr_dependents_exemption: 500
+    state_code: PR
+  output:
+    pr_net_taxable_income: 12_500
+
+- name: AGI smaller than exemption and deduction sum
+  period: 2024
+  input:
+    pr_agi: 10_000
+    pr_casualty_loss_deduction: 10_000
+    pr_charitable_deduction: 5
+    state_code: PR
+  output:
+    pr_net_taxable_income: 0

policyengine_us/tests/policy/baseline/gov/usda/snap/eligibility/student/is_snap_higher_ed_student.yaml

@@ -0,0 +1,23 @@
+- name: Not a college student
+  period: 2024
+  input:
+    is_full_time_college_student: false
+    is_part_time_college_student: false
+  output:
+    is_snap_higher_ed_student: false
+
+- name: Full-time college student
+  period: 2024
+  input:
+    is_full_time_college_student: true
+    is_part_time_college_student: false
+  output:
+    is_snap_higher_ed_student: true
+
+- name: Part-time college student
+  period: 2024
+  input:
+    is_full_time_college_student: false
+    is_part_time_college_student: true
+  output:
+    is_snap_higher_ed_student: true

policyengine_us/tests/policy/baseline/gov/usda/snap/eligibility/student/is_snap_ineligible_student.yaml

@@ -1,7 +1,7 @@
-- name: Student who does not meet any exemption criteria
+- name: College student who does not meet any exemption criteria
   period: 2022
   input:
-    is_full_time_student: true
+    is_full_time_college_student: true
     age: 18
     is_disabled: false
     weekly_hours_worked_before_lsr: 0
@@ -9,13 +9,84 @@
   output:
     is_snap_ineligible_student: true
 
-- name: Student who is under the age limit
+- name: College student who is under the age limit
   period: 2022
   input:
-    is_full_time_student: true
+    is_full_time_college_student: true
     age: 17
     is_disabled: false
     weekly_hours_worked_before_lsr: 0
     is_parent: false
   output:
     is_snap_ineligible_student: false
+
+- name: College student receiving TANF benefits
+  period: 2022
+  input:
+    is_full_time_college_student: true
+    age: 20
+    is_disabled: false
+    weekly_hours_worked_before_lsr: 0
+    is_parent: false
+    tanf_person: 500
+  output:
+    is_snap_ineligible_student: false
+
+- name: K-12 student is not affected by student rule
+  period: 2022
+  input:
+    is_full_time_college_student: false
+    is_in_k12_school: true
+    age: 16
+    is_disabled: false
+    weekly_hours_worked_before_lsr: 0
+    is_parent: false
+  output:
+    is_snap_ineligible_student: false
+
+- name: Single parent college student with child under 12 is eligible
+  period: 2022
+  input:
+    people:
+      parent:
+        is_full_time_college_student: true
+        age: 25
+        is_disabled: false
+        weekly_hours_worked_before_lsr: 0
+        tanf_person: 0
+      child:
+        age: 8
+        tanf_person: 0
+    tax_units:
+      tax_unit:
+        members: [parent, child]
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+  output:
+    is_snap_ineligible_student: [false, false]
+
+- name: Two parent household with child under 6 is eligible
+  period: 2022
+  input:
+    people:
+      parent1:
+        is_full_time_college_student: true
+        age: 28
+        is_disabled: false
+        weekly_hours_worked_before_lsr: 0
+        tanf_person: 0
+      parent2:
+        age: 30
+        tanf_person: 0
+      child:
+        age: 4
+        tanf_person: 0
+    tax_units:
+      tax_unit:
+        members: [parent1, parent2, child]
+    spm_units:
+      spm_unit:
+        members: [parent1, parent2, child]
+  output:
+    is_snap_ineligible_student: [false, false, false]