policyengine-us 1.449.6__py3-none-any.whl → 1.458.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/il/hfs/fpp/il_fpp_income_eligible.yaml

@@ -0,0 +1,35 @@
+# IL FPP income limit is 213% FPL (208% + 5% disregard)
+# 2024 FPL for household size 2: $20,440
+# 213% * $20,440 = $43,537.20
+
+- name: Case 1, income at 100% FPL.
+  period: 2024
+  input:
+    state_code: IL
+    il_fpp_income_level: 1.0
+  output:
+    il_fpp_income_eligible: true
+
+- name: Case 2, income at 213% FPL limit.
+  period: 2024
+  input:
+    state_code: IL
+    il_fpp_income_level: 2.13
+  output:
+    il_fpp_income_eligible: true
+
+- name: Case 3, income over 213% FPL limit.
+  period: 2024
+  input:
+    state_code: IL
+    il_fpp_income_level: 2.14
+  output:
+    il_fpp_income_eligible: false
+
+- name: Case 4, zero income.
+  period: 2024
+  input:
+    state_code: IL
+    il_fpp_income_level: 0
+  output:
+    il_fpp_income_eligible: true

policyengine_us/tests/policy/baseline/gov/states/il/hfs/fpp/il_fpp_income_level.yaml

@@ -0,0 +1,27 @@
+# IL FPP uses applicant's income only with fixed household size of 2
+# 2024 FPL for household size 2 in contiguous US: $15,060 + $5,380 = $20,440
+
+- name: Case 1, income at 100% FPL.
+  period: 2024
+  input:
+    state_code: IL
+    adjusted_gross_income_person: 20_440
+  output:
+    il_fpp_income_level: 1.0
+
+- name: Case 2, income at 213% FPL.
+  period: 2024
+  input:
+    state_code: IL
+    adjusted_gross_income_person: 43_537
+  output:
+    # 43,537 / 20,440 = 2.13
+    il_fpp_income_level: 2.13
+
+- name: Case 3, zero income.
+  period: 2024
+  input:
+    state_code: IL
+    adjusted_gross_income_person: 0
+  output:
+    il_fpp_income_level: 0

policyengine_us/tests/policy/baseline/gov/states/il/hfs/fpp/integration.yaml

@@ -0,0 +1,116 @@
+# Illinois Family Planning Program Integration Tests
+#
+# Key rules:
+# - Only applicant's income counted (not household)
+# - Fixed household size of 2 for FPL calculation
+# - Income limit: 213% FPL (~$43,537 for 2024)
+# - Must NOT be pregnant
+# - Must NOT be enrolled in full Medicaid
+#
+# 2024 FPL for HH size 2: $20,440
+# 213% * $20,440 = $43,537.20
+
+- name: Case 1, married couple with different incomes.
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 25_000
+        is_pregnant: false
+      person2:
+        age: 32
+        employment_income: 60_000
+        is_pregnant: false
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+        filing_status: JOINT
+    households:
+      household:
+        members: [person1, person2]
+        state_code: IL
+  output:
+    # person1: $25,000 / $20,440 = 1.22 (122% FPL) - eligible
+    # person2: $60,000 / $20,440 = 2.94 (294% FPL) - over limit
+    il_fpp_income_eligible: [true, false]
+    il_fpp_eligible: [true, false]
+
+- name: Case 2, pregnant vs non-pregnant.
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 28
+        employment_income: 20_000
+        is_pregnant: true
+      person2:
+        age: 30
+        employment_income: 20_000
+        is_pregnant: false
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: IL
+  output:
+    # Both income eligible but person1 is pregnant
+    il_fpp_income_eligible: [true, true]
+    # person1 ineligible (pregnant), person2 eligible
+    il_fpp_eligible: [false, true]
+
+- name: Case 3, income at boundary.
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 25
+        employment_income: 43_500
+        is_pregnant: false
+    tax_units:
+      tax_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: IL
+  output:
+    # $43,500 / $20,440 = 2.128 (~213% FPL) - just under limit
+    il_fpp_income_eligible: [true]
+    il_fpp_eligible: [true]
+
+- name: Case 4, family with children.
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 35
+        employment_income: 30_000
+        is_pregnant: false
+      person2:
+        age: 33
+        employment_income: 25_000
+        is_pregnant: false
+      person3:
+        age: 10
+        is_pregnant: false
+      person4:
+        age: 8
+        is_pregnant: false
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3, person4]
+    households:
+      household:
+        members: [person1, person2, person3, person4]
+        state_code: IL
+  output:
+    # Each person evaluated individually with fixed HH size 2
+    # person1: $30,000 / $20,440 = 1.47 (147% FPL) - income eligible
+    # person2: $25,000 / $20,440 = 1.22 (122% FPL) - income eligible
+    # person3, person4: $0 income - income eligible
+    il_fpp_income_eligible: [true, true, true, true]
+    # Children are Medicaid-eligible, so ineligible for FPP
+    il_fpp_eligible: [true, true, false, false]

policyengine_us/tests/policy/baseline/gov/states/il/hfs/il_hfs_immigration_status_eligible.yaml

@@ -0,0 +1,47 @@
+- name: Citizen eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: CITIZEN
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Legal permanent resident eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: LEGAL_PERMANENT_RESIDENT
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Refugee eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: REFUGEE
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Asylee eligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: ASYLEE
+  output:
+    il_hfs_immigration_status_eligible: true
+
+- name: Undocumented ineligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: UNDOCUMENTED
+  output:
+    il_hfs_immigration_status_eligible: false
+
+- name: DACA ineligible
+  period: 2024
+  input:
+    state_code: IL
+    immigration_status: DACA
+  output:
+    il_hfs_immigration_status_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/mpe/il_mpe_eligible.yaml

@@ -0,0 +1,39 @@
+- name: Case 1, pregnant with low income.
+  period: 2024-01
+  input:
+    state_code: IL
+    current_pregnancies: 1
+    medicaid_income_level: 1.5
+  output:
+    is_pregnant: true
+    il_mpe_eligible: true
+
+- name: Case 2, pregnant with income at 200% FPL.
+  period: 2024-01
+  input:
+    state_code: IL
+    current_pregnancies: 1
+    medicaid_income_level: 2
+  output:
+    is_pregnant: true
+    il_mpe_eligible: true
+
+- name: Case 3, pregnant with income above 200% FPL.
+  period: 2024-01
+  input:
+    state_code: IL
+    current_pregnancies: 1
+    medicaid_income_level: 2.5
+  output:
+    is_pregnant: true
+    il_mpe_eligible: false
+
+- name: Case 4, not pregnant with low income.
+  period: 2024-01
+  input:
+    state_code: IL
+    current_pregnancies: 0
+    medicaid_income_level: 1
+  output:
+    is_pregnant: false
+    il_mpe_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/mpe/il_mpe_income_eligible.yaml

@@ -0,0 +1,23 @@
+- name: Case 1, income below 200% FPL.
+  period: 2024-01
+  input:
+    state_code: IL
+    medicaid_income_level: 1.5
+  output:
+    il_mpe_income_eligible: true
+
+- name: Case 2, income at exactly 200% FPL.
+  period: 2024-01
+  input:
+    state_code: IL
+    medicaid_income_level: 2
+  output:
+    il_mpe_income_eligible: true
+
+- name: Case 3, income above 200% FPL.
+  period: 2024-01
+  input:
+    state_code: IL
+    medicaid_income_level: 2.01
+  output:
+    il_mpe_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/mpe/integration.yaml

@@ -0,0 +1,138 @@
+- name: Case 1, married couple with pregnant spouse expecting one child.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        current_pregnancies: 1
+        employment_income: 15_000
+      person2:
+        age: 30
+        employment_income: 10_000
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: IL
+  output:
+    # Combined income: 25,000/year
+    # Household size: 2 adults + 1 unborn = 3
+    # 2024 FPL for 3: 25,820
+    # Income level: 25,000 / 25,820 = 0.97 (97% FPL)
+    # Under 200% FPL limit = income eligible
+    il_mpe_income_eligible: [true, true]
+    # person1: pregnant + income eligible = eligible
+    # person2: not pregnant = not eligible
+    il_mpe_eligible: [true, false]
+
+- name: Case 2, pregnant with twins increases household size.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        current_pregnancies: 2
+        employment_income: 35_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: IL
+  output:
+    # Income: 35,000/year
+    # Household size: 1 adult + 2 unborn = 3
+    # 2024 FPL for 3: 25,820
+    # Income level: 35,000 / 25,820 = 1.36 (136% FPL)
+    # Under 200% FPL limit = income eligible
+    il_mpe_income_eligible: true
+    il_mpe_eligible: true
+
+- name: Case 3, single pregnant woman over income limit.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        current_pregnancies: 1
+        employment_income: 80_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: IL
+  output:
+    # Income: 80,000/year
+    # Household size: 1 adult + 1 unborn = 2
+    # 2024 FPL for 2: 20,440
+    # Income level: 80,000 / 20,440 = 3.91 (391% FPL)
+    # Over 200% FPL limit = not income eligible
+    il_mpe_income_eligible: false
+    il_mpe_eligible: false
+
+- name: Case 4, pregnancy increases household size and passes income test.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        current_pregnancies: 1
+        employment_income: 31_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: IL
+  output:
+    # Income: 31,000/year
+    # Household size: 1 adult + 1 unborn = 2
+    # 2024 FPL for 2: 20,440
+    # Income level: 31,000 / 20,440 = 1.52 (152% FPL)
+    # Under 200% FPL = income eligible
+    il_mpe_income_eligible: true
+    il_mpe_eligible: true
+
+- name: Case 5, same income without pregnancy fails income test.
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        employment_income: 31_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: IL
+  output:
+    # Income: 31,000/year
+    # Household size: 1 adult only = 1
+    # 2024 FPL for 1: 15,060
+    # Income level: 31,000 / 15,060 = 2.06 (206% FPL)
+    # Over 200% FPL = not income eligible
+    il_mpe_income_eligible: false
+    il_mpe_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/smib/eligibility/il_smib_eligible.yaml

@@ -0,0 +1,88 @@
+# Illinois SMIB Buy-In Program eligibility tests
+# SMIB pays Part B premiums for AABD, TANF, or SSI recipients who are Medicare eligible
+
+- name: SMIB eligible - AABD recipient on Medicare
+  period: 2024-01
+  input:
+    people:
+      person:
+        age: 67
+        is_ssi_aged_blind_disabled: true
+        il_aabd_eligible_person: true
+        medicare_quarters_of_coverage: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+    households:
+      household:
+        members: [person]
+        state_code: IL
+  output:
+    is_medicare_eligible: [true]
+    il_smib_categorical_eligible: [true]
+    il_smib_eligible: [true]
+
+- name: SMIB eligible - SSI recipient on Medicare
+  period: 2024-01
+  input:
+    people:
+      person:
+        age: 68
+        is_ssi_aged_blind_disabled: true
+        meets_ssi_resource_test: true
+        immigration_status: CITIZEN
+        medicare_quarters_of_coverage: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+    households:
+      household:
+        members: [person]
+        state_code: IL
+  output:
+    is_medicare_eligible: [true]
+    is_ssi_eligible: [true]
+    il_smib_categorical_eligible: [true]
+    il_smib_eligible: [true]
+
+- name: Not eligible - Medicare eligible but not AABD/TANF/SSI
+  period: 2024-01
+  input:
+    people:
+      person:
+        age: 67
+        medicare_quarters_of_coverage: 40
+        # Explicitly disable AABD/SSI eligibility
+        il_aabd_eligible_person: false
+        is_ssi_aged_blind_disabled: false
+    spm_units:
+      spm_unit:
+        members: [person]
+    households:
+      household:
+        members: [person]
+        state_code: IL
+  output:
+    is_medicare_eligible: [true]
+    il_smib_categorical_eligible: [false]
+    il_smib_eligible: [false]
+
+- name: Not eligible - AABD but not Medicare eligible
+  period: 2024-01
+  input:
+    people:
+      person:
+        age: 50
+        is_ssi_aged_blind_disabled: true
+        il_aabd_eligible_person: true
+    spm_units:
+      spm_unit:
+        members: [person]
+    households:
+      household:
+        members: [person]
+        state_code: IL
+  output:
+    is_medicare_eligible: [false]
+    il_smib_categorical_eligible: [true]
+    il_smib_eligible: [false]

policyengine_us/tests/policy/baseline/gov/states/il/hfs/smib/integration.yaml

@@ -0,0 +1,73 @@
+# Illinois SMIB Buy-In Program integration tests
+# Part B premium for 2024: $174.70/month
+
+- name: SMIB benefit for AABD recipient
+  period: 2024-01
+  input:
+    people:
+      person:
+        age: 67
+        is_ssi_aged_blind_disabled: true
+        il_aabd_eligible_person: true
+        medicare_quarters_of_coverage: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+    households:
+      household:
+        members: [person]
+        state_code: IL
+  output:
+    il_smib_eligible: [true]
+    il_smib_person: [174.70]
+    il_smib: [174.70]
+
+- name: SMIB benefit for married couple - both eligible
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 68
+        is_ssi_aged_blind_disabled: true
+        meets_ssi_resource_test: true
+        immigration_status: CITIZEN
+        medicare_quarters_of_coverage: 40
+      person2:
+        age: 66
+        is_ssi_aged_blind_disabled: true
+        meets_ssi_resource_test: true
+        immigration_status: CITIZEN
+        medicare_quarters_of_coverage: 40
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: IL
+  output:
+    il_smib_eligible: [true, true]
+    il_smib_person: [174.70, 174.70]
+    il_smib: [349.40]
+
+- name: No SMIB benefit - not eligible
+  period: 2024-01
+  input:
+    people:
+      person:
+        age: 67
+        medicare_quarters_of_coverage: 40
+        # Explicitly disable categorical eligibility
+        il_aabd_eligible_person: false
+        is_ssi_aged_blind_disabled: false
+    spm_units:
+      spm_unit:
+        members: [person]
+    households:
+      household:
+        members: [person]
+        state_code: IL
+  output:
+    il_smib_eligible: [false]
+    il_smib_person: [0]
+    il_smib: [0]

policyengine_us/tests/policy/baseline/gov/states/ky/tax/income/credits/family_size_tax_credit/ky_family_size_tax_credit_rate.yaml

@@ -1,39 +1,39 @@
+# Unit tests for ky_family_size_tax_credit_rate
+# 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: No income
   period: 2023
-  input: 
+  input:
     state_code: KY
     ky_modified_agi: 0
-    state_group: CONTIGUOUS_US
     tax_unit_size: 1
   output:
     ky_family_size_tax_credit_rate: 1
 
 - name: One person with income at fpg
   period: 2022
-  input: 
+  input:
     state_code: KY
     ky_modified_agi: 13_590
-    state_group: CONTIGUOUS_US
     tax_unit_size: 1
   output:
     ky_family_size_tax_credit_rate: 1
 
 - name: Seven person, capped at 4 # fpg = 13_590 + 3 * 4_720 = 27_750, 119%
   period: 2022
-  input: 
+  input:
     state_code: KY
     ky_modified_agi: 33_000
-    state_group: CONTIGUOUS_US
     tax_unit_size: 7
   output:
     ky_family_size_tax_credit_rate: 0.5
 
 - name: Three people with income over fpg
   period: 2022
-  input: 
+  input:
     state_code: KY
     ky_modified_agi: 50_000
-    state_group: CONTIGUOUS_US
     tax_unit_size: 3
   output:
     ky_family_size_tax_credit_rate: 0

policyengine_us/tests/policy/baseline/gov/states/nj/tax/income/credits/eitc/nj_eitc.yaml

@@ -3,13 +3,14 @@
   absolute_error_margin: 0
   input:
     eitc: 100
+    eitc_phased_in: 1
+    eitc_reduction: 0
     eitc_eligible: true
     nj_childless_eitc_age_eligible: true
+    takes_up_eitc: true
     state_code: NJ
   output:
-    eitc: 100
-    nj_childless_eitc_age_eligible: true
-    nj_eitc: 240
+    nj_eitc: 40
 
 - name: New Jersey EITC, fraction of max zero-child federal EITC (doesn't qualify for federal EITC because too young)
   period: 2022
@@ -17,6 +18,8 @@
   input:
     eitc: 0
     eitc_eligible: false
+    eitc_phased_in: 1
+    eitc_reduction: 0
     nj_childless_eitc_age_eligible: true
     state_code: NJ
   output:
@@ -29,6 +32,8 @@
     filing_status: JOINT
     eitc: 0
     eitc_eligible: false
+    eitc_phased_in: 1
+    eitc_reduction: 0
     nj_childless_eitc_age_eligible: true
     state_code: NJ
   output: