policyengine-us 1.449.3__py3-none-any.whl → 1.449.5__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_federal_income_tax_deduction.yaml

@@ -59,18 +59,6 @@
   output:
     mo_federal_income_tax_deduction: 5_000
 
-- name:  Cap test, married (check that value can't go above 10k, this is a ridiculous scenario)
-  period: 2022
-  absolute_error_margin: 0
-  input:
-    mo_adjusted_gross_income: 24_000
-    income_tax: 110_000
-    rrc_cares: 0
-    filing_status: SINGLE
-    state_code: MO
-  output:
-    mo_federal_income_tax_deduction: 10_000
-
 - name:  Cap test, married (see if value can go above 5k)
   period: 2022
   absolute_error_margin: 0
@@ -78,7 +66,7 @@
     mo_adjusted_gross_income: 51_000
     income_tax: 45_000
     rrc_cares: 0
-    filing_status: MARRIED
+    filing_status: JOINT
     state_code: MO
   output:
     mo_federal_income_tax_deduction: 6_750
@@ -90,7 +78,7 @@
     mo_adjusted_gross_income: 51_000
     income_tax: 45_000
     rrc_cares: 2_200
-    filing_status: MARRIED
+    filing_status: JOINT
     state_code: MO
   output:
     # disable test:

policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/mo_pension_and_ss_or_ssd_deduction_section_a.yaml

@@ -5,7 +5,7 @@
     mo_adjusted_gross_income: 0
     taxable_social_security: 0
     taxable_public_pension_income: 0
-    filing_status: 
+    filing_status: SINGLE
     mo_pension_and_ss_or_ssd_deduction_section_c: 0
     state_code: MO
   output:
@@ -122,7 +122,7 @@
     mo_adjusted_gross_income: 0
     taxable_social_security: 0
     taxable_public_pension_income: 0
-    filing_status: 
+    filing_status: SINGLE
     mo_pension_and_ss_or_ssd_deduction_section_c: 0
     state_code: MO
   output:

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/variables/gov/usda/wic/is_wic_at_nutritional_risk.py

@@ -10,21 +10,14 @@ class is_wic_at_nutritional_risk(Variable):
     reference = "https://www.law.cornell.edu/uscode/text/42/1786#b_8"
 
     def formula(person, period, parameters):
-        # Assign households WIC nutritional risk status probabilistically in microsimulation.
+        # Assign nutritional risk status probabilistically in microsimulation.
+        # Nutritional risk is a health assessment independent of income per § 1786(b)(8).
         # Assume all meet qualification in individual simulation.
         if person.simulation.dataset is not None:
             wic_reported = person("receives_wic", period)
-            meets_income_test = person.spm_unit(
-                "meets_wic_income_test", period
-            )
-            meets_categorical_test = person(
-                "meets_wic_categorical_eligibility", period
-            )
             category = person("wic_category", period)
             risk = parameters(period).gov.usda.wic.nutritional_risk
-            imputed_risk = (random(person) < risk[category]) & (
-                meets_income_test | meets_categorical_test
-            )
+            imputed_risk = random(person) < risk[category]
             return wic_reported | imputed_risk
         else:
             return True

policyengine_us/variables/gov/usda/wic/is_wic_eligible.py

@@ -15,4 +15,13 @@ class is_wic_eligible(Variable):
             "meets_wic_categorical_eligibility", period
         )
         nutritional_risk = person("is_wic_at_nutritional_risk", period)
-        return (meets_income_test | meets_categorical_test) & nutritional_risk
+        # Must be in a valid WIC demographic category per 42 U.S.C. § 1786(d)(1)
+        wic_category = person("wic_category", period)
+        demographic_eligible = (
+            wic_category != wic_category.possible_values.NONE
+        )
+        return (
+            demographic_eligible
+            & (meets_income_test | meets_categorical_test)
+            & nutritional_risk
+        )

{policyengine_us-1.449.3.dist-info → policyengine_us-1.449.5.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: policyengine-us
-Version: 1.449.3
+Version: 1.449.5
 Summary: Add your description here.
 Author-email: PolicyEngine <hello@policyengine.org>
 License-File: LICENSE

{policyengine_us-1.449.3.dist-info → policyengine_us-1.449.5.dist-info}/RECORD

@@ -4773,10 +4773,10 @@ policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/credits/property_
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/credits/property_tax/mo_ptc_taxunit_eligible.yaml,sha256=myv1nc1tgn0ktbemyCiwEwuoNFtvV4a0IBHp664dwkA,1753
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/credits/wftc/mo_wftc.yaml,sha256=3iX5KM8MTg0pA1Yhtr299HRJ4eYGEIMKqN5Tz067UoM,444
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_business_income_deduction.yaml,sha256=eefjHZl4O2ZKdPuO8GatPgzHY9Q--3dzo5CHz37Aeb4,694
-policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_federal_income_tax_deduction.yaml,sha256=qeq-Agni-bYcdJGgLEu-thTQApBkBE9VYry1WOcVNi0,2672
+policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_federal_income_tax_deduction.yaml,sha256=fhGx-eXX42VV8Ds9tMeVIyoMGpLHtR-oD_x3Uk2-gdc,2343
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_itemized_deductions.yaml,sha256=Z1RwYpc-RGP5_ZrCWiz7DYcYli9-U_SYh-wlvxcR9Kg,1015
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/mo_pension_and_ss_or_ssd_deduction.yaml,sha256=2iepAL8HbOdO_0PRFwhFZpWqvHbvFaYIMRiY4IP_aHw,1525
-policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/mo_pension_and_ss_or_ssd_deduction_section_a.yaml,sha256=8cugvAJ3cZJsUtSpbHBoj1zfEBKskIT1sR4RyWCS7AQ,7842
+policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/mo_pension_and_ss_or_ssd_deduction_section_a.yaml,sha256=afeW5A7nVLBdsNAJBEpjIwq-UjQvgOldlaeQYJmsB1w,7854
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/mo_pension_and_ss_or_ssd_deduction_section_b.yaml,sha256=aRvw-WnXkxnmFuwaU9T9d_CMUWPPUVmCiCDfcF6LB_k,3293
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/mo_pension_and_ss_or_ssd_deduction_section_c.yaml,sha256=b8_6okKpwGZdORSM3-TJj9NpXVvxkOyUvwhaPTdX9-8,4467
 policyengine_us/tests/policy/baseline/gov/states/mo/tax/income/deductions/mo_pension_and_ss_or_ssd_deduction/integration_tests/mo_pension_and_ss_or_ssd.yaml,sha256=m2yQsA0tziU2RRKgpay-rKpMHVYBqiq6ZyjO9FF6P6o,13189
@@ -5502,7 +5502,9 @@ policyengine_us/tests/policy/baseline/gov/usda/snap/income/deductions/self_emplo
 policyengine_us/tests/policy/baseline/gov/usda/snap/income/deductions/self_employment_income/snap_self_employment_income_after_expense_deduction.yaml,sha256=v_65QQc8LyKv3npBh4E3q1Xon7Wa0r4tHS2w5iTyC9A,222
 policyengine_us/tests/policy/baseline/gov/usda/snap/income/gross/snap_child_support_gross_income_deduction.yaml,sha256=9BWpjo7BY5k9Mri6qehcLcYUidxrcvlQFVgCGrlhKiQ,341
 policyengine_us/tests/policy/baseline/gov/usda/snap/income/gross/snap_gross_income_fpg_ratio.yaml,sha256=A023I194Z3a0dVxHQe-2_LrF9uomZE7KmAw3oymuchM,190
-policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_eligible.yaml,sha256=gQ9h6yUO-FGPhv9-sVJMKGH16sK_CYyqd3h0p5SdN9I,1175
+policyengine_us/tests/policy/baseline/gov/usda/wic/integration.yaml,sha256=SCfkopqWhZdN_Y8YcRbnp_XrM51Bh-I-bx1UflaE6Fo,5299
+policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_at_nutritional_risk.yaml,sha256=-HEH-GozRVD7DXYwacpLMvOQqm_rax7IQL66josLu3A,1009
+policyengine_us/tests/policy/baseline/gov/usda/wic/is_wic_eligible.yaml,sha256=WVyuHaIZDoAVBnr7Y-IFvOBAVKqF9n-JgQah5GXYOBs,1488
 policyengine_us/tests/policy/baseline/gov/usda/wic/meets_wic_categorical_eligibility.yaml,sha256=uzo3fxLaP8ILq33jsAbOzYMtyepI8KQxBI-_s-uGrX8,1314
 policyengine_us/tests/policy/baseline/gov/usda/wic/meets_wic_income_test.yaml,sha256=pcDSjkO8xslbGu0jLAmuwF7Xijo3YEE85LX0okk_nzM,404
 policyengine_us/tests/policy/baseline/gov/usda/wic/wic.yaml,sha256=EPGgkZYNDiLsQsF9HtDbOQuzsURjHZHcGMr4fyyApWI,943
@@ -8487,8 +8489,8 @@ policyengine_us/variables/gov/usda/snap/income/deductions/shelter/snap_utility_a
 policyengine_us/variables/gov/usda/snap/income/gross/snap_child_support_gross_income_deduction.py,sha256=7BtYXfX0HFUmcl-lUiTfoc6S2u7BQO1Cs7PUeKIz9_0,781
 policyengine_us/variables/gov/usda/snap/income/gross/snap_gross_income.py,sha256=jnjugC4wYH0zNRvp31EvAOQFmS1YZVYOXUcapdrtzLA,560
 policyengine_us/variables/gov/usda/snap/income/gross/snap_gross_income_fpg_ratio.py,sha256=9tzVez38pAx1xI2njPg9Z-1c8HhuUwzhh5bqz8rv0TQ,484
-policyengine_us/variables/gov/usda/wic/is_wic_at_nutritional_risk.py,sha256=smw7e68TUhTyi7AEmMkn9t4C-5PbULcmBNbnAsGdeAg,1304
-policyengine_us/variables/gov/usda/wic/is_wic_eligible.py,sha256=uN3pJ66nm809Nk7p5SB7iCF3WQJWstQ76Tf8QjioGq0,748
+policyengine_us/variables/gov/usda/wic/is_wic_at_nutritional_risk.py,sha256=mSKEf161BzVeh1qFUKHVPgzO5gQ7xCvAJEhVu0_zpcY,1071
+policyengine_us/variables/gov/usda/wic/is_wic_eligible.py,sha256=qbVv6uQK7FdOOBoZiFECMAcsbmqkMtJLCPliZeybF0k,1060
 policyengine_us/variables/gov/usda/wic/meets_wic_categorical_eligibility.py,sha256=JZei-PtT3b3qnikn_1KzEnjVN62Qiz_WYrG-JoHYD4A,1297
 policyengine_us/variables/gov/usda/wic/meets_wic_income_test.py,sha256=coY3NFmW9kRFuBjH8GyfNEuULLHs-ytirvP3THCBTDs,944
 policyengine_us/variables/gov/usda/wic/receives_wic.py,sha256=JPkMh_hPJAKa-S9NCUYynI-LMBfWU9C3jlYa_RDerG4,182
@@ -8986,8 +8988,8 @@ policyengine_us/variables/input/farm_income.py,sha256=BEKxYmHNNnWJAAvULl5qZJigy5
 policyengine_us/variables/input/geography.py,sha256=Ux0ueAf0rhZaflyEqz81UuXP3xKCKBDvoO3CrKhiQEc,5421
 policyengine_us/variables/input/self_employment_income.py,sha256=PwsGz8R4lRikKWUYOhsC0qosNNLXq4f5SQmfw4S3mk8,511
 policyengine_us/variables/input/self_employment_income_before_lsr.py,sha256=E8fcX9Nlyqz8dziHhQv_euutdmoIwFMMWePUwbbwv_w,379
-policyengine_us-1.449.3.dist-info/METADATA,sha256=rqxRb52TXG06VfbuOnqOy9y_GKCHH1Qj2NyJT_FaCts,1649
-policyengine_us-1.449.3.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
-policyengine_us-1.449.3.dist-info/entry_points.txt,sha256=MLaqNyNTbReALyKNkde85VkuFFpdPWAcy8VRG1mjczc,57
-policyengine_us-1.449.3.dist-info/licenses/LICENSE,sha256=2N5ReRelkdqkR9a-KP-y-shmcD5P62XoYiG-miLTAzo,34519
-policyengine_us-1.449.3.dist-info/RECORD,,
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+policyengine_us-1.449.5.dist-info/WHEEL,sha256=WLgqFyCfm_KASv4WHyYy0P3pM_m7J5L9k2skdKLirC8,87
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