policyengine-us 1.449.6__py3-none-any.whl → 1.465.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/ut/tax/income/credits/military_retirement_credit/ut_military_retirement_credit.yaml

@@ -0,0 +1,89 @@
+- name: UT military retirement credit - basic calculation
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 30_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: false
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    # Credit = 30,000 * 0.0455 = 1,365
+    ut_military_retirement_credit: 1_365
+
+- name: UT military retirement credit - married filing jointly with both having military retirement
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 25_000
+      person2:
+        military_retirement_pay: 20_000
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+        ut_claims_retirement_credit: false
+    households:
+      household:
+        members: [person1, person2]
+        state_code: UT
+  output:
+    # Credit = (25,000 + 20,000) * 0.0455 = 45,000 * 0.0455 = 2,047.50
+    ut_military_retirement_credit: 2_047.5
+
+- name: UT military retirement credit - not eligible when claiming retirement credit
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 30_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: true
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    ut_military_retirement_credit: 0
+
+- name: UT military retirement credit - zero military retirement pay
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 0
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: false
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    ut_military_retirement_credit: 0
+
+- name: UT military retirement credit - 2025 rate (4.5%)
+  period: 2025
+  input:
+    people:
+      person1:
+        military_retirement_pay: 30_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: false
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    # Credit = 30,000 * 0.045 = 1,350
+    ut_military_retirement_credit: 1_350

policyengine_us/tests/policy/baseline/gov/states/ut/tax/income/credits/military_retirement_credit/ut_military_retirement_credit_eligible.yaml

@@ -0,0 +1,50 @@
+- name: UT military retirement credit eligible - has military retirement pay, not claiming retirement credit
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 30_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: false
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    ut_military_retirement_credit_eligible: true
+
+- name: UT military retirement credit eligible - no military retirement pay
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 0
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: false
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    ut_military_retirement_credit_eligible: false
+
+- name: UT military retirement credit eligible - claiming retirement credit
+  period: 2024
+  input:
+    people:
+      person1:
+        military_retirement_pay: 30_000
+    tax_units:
+      tax_unit:
+        members: [person1]
+        ut_claims_retirement_credit: true
+    households:
+      household:
+        members: [person1]
+        state_code: UT
+  output:
+    ut_military_retirement_credit_eligible: false

policyengine_us/tests/policy/baseline/gov/states/wi/dcf/works/integration.yaml

@@ -0,0 +1,282 @@
+# Wisconsin Works (W-2) Integration Tests
+# These tests validate the complete benefit calculation pipeline with realistic scenarios.
+
+- name: Case 1, single parent with one child, no income - CSJ placement.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 0
+      person2:
+        age: 10
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 1_000
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+        household_vehicles_value: 5_000
+  output:
+    wi_works_resources_eligible: true
+    wi_works_income_eligible: true
+    wi_works_eligible: true
+    wi_works_placement: CSJ
+    wi_works: 653
+
+- name: Case 2, parent with newborn - CMC placement.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 1_000
+      person2:
+        age: 0  # Newborn (monthly_age = 0 ≤ 2)
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 500
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_eligible: true
+    wi_works_placement: CMC
+    wi_works: 673
+
+- name: Case 3, pregnant person in third trimester - ARP placement.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 22
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 500
+        is_pregnant: true
+        current_pregnancy_month: 8
+    spm_units:
+      spm_unit:
+        members: [person1]
+        spm_unit_cash_assets: 200
+    households:
+      household:
+        members: [person1]
+        state_code: WI
+  output:
+    wi_works_eligible: true
+    wi_works_placement: ARP
+    wi_works: 673
+
+- name: Case 4, income exceeds 115% FPL - ineligible.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 35
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 3_000
+      person2:
+        age: 8
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 500
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    # $3,000 > 115% FPL ($2,013) → ineligible
+    wi_works_countable_income: 3_000
+    wi_works_income_eligible: false
+    wi_works_eligible: false
+    wi_works: 0
+
+- name: Case 5, resources exceed $2,500 limit - ineligible.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 40
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 0
+      person2:
+        age: 12
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 3_000
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+        household_vehicles_value: 8_000
+  output:
+    # $3,000 cash > $2,500 limit → ineligible
+    wi_works_resources_eligible: false
+    wi_works_eligible: false
+    wi_works: 0
+
+- name: Case 6, vehicle value above exclusion contributes to resources.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 28
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 0
+      person2:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 1_000
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+        household_vehicles_value: 12_000
+  output:
+    # $1,000 + ($12,000 - $10,000) = $3,000 > $2,500 → ineligible
+    wi_works_resources_eligible: false
+    wi_works_eligible: false
+    wi_works: 0
+
+- name: Case 7, child support income is disregarded.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 32
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 1_000
+        tanf_gross_unearned_income: 500
+        child_support_received: 6_000  # $500/month
+      person2:
+        age: 7
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 800
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    # $1,000 + $500 - $500 = $1,000 (child support disregarded)
+    wi_works_countable_income: 1_000
+    wi_works_eligible: true
+    wi_works: 653
+
+- name: Case 8, two-parent household with one income earner.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 1_500
+      person2:
+        age: 28
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 0
+      person3:
+        age: 4
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        spm_unit_cash_assets: 1_500
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: WI
+  output:
+    wi_works_countable_income: 1_500
+    wi_works_eligible: true
+    wi_works_placement: CSJ
+    wi_works: 653
+
+- name: Case 9, child 3 years old (above CMC threshold) gets CSJ.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 27
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 0
+      person2:
+        age: 3  # monthly_age = 3 > 2 threshold
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 500
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_eligible: true
+    wi_works_placement: CSJ
+    wi_works: 653
+
+- name: Case 10, CMC takes priority over ARP when both conditions met.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 29
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 0
+        is_pregnant: true
+        current_pregnancy_month: 8
+      person2:
+        age: 0  # Infant triggers CMC
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_cash_assets: 400
+    households:
+      household:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_eligible: true
+    # CMC > ARP priority
+    wi_works_placement: CMC
+    wi_works: 673
+
+- name: Case 11, large family with multiple children.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 38
+        is_tax_unit_head_or_spouse: true
+        tanf_gross_earned_income: 2_000
+      person2:
+        age: 14
+      person3:
+        age: 11
+      person4:
+        age: 8
+      person5:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3, person4, person5]
+        spm_unit_cash_assets: 2_000
+    households:
+      household:
+        members: [person1, person2, person3, person4, person5]
+        state_code: WI
+  output:
+    wi_works_countable_income: 2_000
+    wi_works_eligible: true
+    wi_works_placement: CSJ
+    wi_works: 653

policyengine_us/tests/policy/baseline/gov/states/wi/dcf/works/wi_works.yaml

@@ -0,0 +1,50 @@
+- name: Case 1, eligible CSJ placement.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_eligible: true
+    wi_works_placement: CSJ
+  output:
+    wi_works: 653
+
+- name: Case 2, eligible W-2 Transition placement.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_eligible: true
+    wi_works_placement: W2_TRANSITION
+  output:
+    wi_works: 608
+
+- name: Case 3, eligible CMC placement.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_eligible: true
+    wi_works_placement: CMC
+  output:
+    wi_works: 673
+
+- name: Case 4, eligible ARP placement.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_eligible: true
+    wi_works_placement: ARP
+  output:
+    wi_works: 673
+
+- name: Case 5, not eligible.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_eligible: false
+  output:
+    wi_works: 0
+
+- name: Case 6, non-Wisconsin state.
+  period: 2025-01
+  input:
+    state_code: CA
+  output:
+    wi_works: 0

policyengine_us/tests/policy/baseline/gov/states/wi/dcf/works/wi_works_countable_income.yaml

@@ -0,0 +1,49 @@
+- name: Case 1, earned income only.
+  period: 2025-01
+  input:
+    state_code: WI
+    tanf_gross_earned_income: 1_000
+    tanf_gross_unearned_income: 0
+    child_support_received: 0
+  output:
+    wi_works_countable_income: 1_000
+
+- name: Case 2, unearned income only.
+  period: 2025-01
+  input:
+    state_code: WI
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 500
+    child_support_received: 0
+  output:
+    wi_works_countable_income: 500
+
+- name: Case 3, child support disregarded.
+  period: 2025-01
+  input:
+    state_code: WI
+    tanf_gross_earned_income: 1_000
+    tanf_gross_unearned_income: 500
+    # child_support_received is YEAR, so 300/month = 3600/year
+    child_support_received: 3_600
+  output:
+    # 1000 + 500 - 300 = 1200
+    wi_works_countable_income: 1_200
+
+- name: Case 4, child support fully disregarded from unearned.
+  period: 2025-01
+  input:
+    state_code: WI
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 400
+    # child_support_received is YEAR, so 400/month = 4800/year
+    child_support_received: 4_800
+  output:
+    wi_works_countable_income: 0
+
+- name: Case 5, non-Wisconsin state.
+  period: 2025-01
+  input:
+    state_code: CA
+  output:
+    wi_works_countable_income: 0

policyengine_us/tests/policy/baseline/gov/states/wi/dcf/works/wi_works_countable_resources.yaml

@@ -0,0 +1,54 @@
+- name: Case 1, liquid assets only.
+  period: 2025
+  input:
+    state_code: WI
+    spm_unit_cash_assets: 1_000
+    household_vehicles_value: 0
+  output:
+    wi_works_countable_resources: 1_000
+
+- name: Case 2, vehicle under exclusion.
+  period: 2025
+  input:
+    state_code: WI
+    spm_unit_cash_assets: 0
+    household_vehicles_value: 8_000
+  output:
+    # Vehicle exclusion is $10,000, so 8000 - 10000 = 0
+    wi_works_countable_resources: 0
+
+- name: Case 3, vehicle at exclusion limit.
+  period: 2025
+  input:
+    state_code: WI
+    spm_unit_cash_assets: 0
+    household_vehicles_value: 10_000
+  output:
+    wi_works_countable_resources: 0
+
+- name: Case 4, vehicle over exclusion.
+  period: 2025
+  input:
+    state_code: WI
+    spm_unit_cash_assets: 0
+    household_vehicles_value: 15_000
+  output:
+    # 15000 - 10000 = 5000
+    wi_works_countable_resources: 5_000
+
+- name: Case 5, liquid assets plus vehicle over exclusion.
+  period: 2025
+  input:
+    state_code: WI
+    spm_unit_cash_assets: 1_500
+    household_vehicles_value: 12_000
+  output:
+    # 1500 + (12000 - 10000) = 1500 + 2000 = 3500
+    wi_works_countable_resources: 3_500
+
+- name: Case 6, non-Wisconsin state.
+  period: 2025
+  input:
+    state_code: CA
+  output:
+    wi_works_countable_resources: 0

policyengine_us/tests/policy/baseline/gov/states/wi/dcf/works/wi_works_eligible.yaml

@@ -0,0 +1,61 @@
+- name: Case 1, eligible with all conditions met.
+  period: 2025-01
+  input:
+    state_code: WI
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wi_works_income_eligible: true
+    wi_works_resources_eligible: true
+  output:
+    wi_works_eligible: true
+
+- name: Case 2, not eligible due to demographic.
+  period: 2025-01
+  input:
+    state_code: WI
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: true
+    wi_works_income_eligible: true
+    wi_works_resources_eligible: true
+  output:
+    wi_works_eligible: false
+
+- name: Case 3, not eligible due to citizenship.
+  period: 2025-01
+  input:
+    state_code: WI
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: false
+    wi_works_income_eligible: true
+    wi_works_resources_eligible: true
+  output:
+    wi_works_eligible: false
+
+- name: Case 4, not eligible due to income.
+  period: 2025-01
+  input:
+    state_code: WI
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wi_works_income_eligible: false
+    wi_works_resources_eligible: true
+  output:
+    wi_works_eligible: false
+
+- name: Case 5, not eligible due to resources.
+  period: 2025-01
+  input:
+    state_code: WI
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    wi_works_income_eligible: true
+    wi_works_resources_eligible: false
+  output:
+    wi_works_eligible: false
+
+- name: Case 6, non-Wisconsin state.
+  period: 2025-01
+  input:
+    state_code: CA
+  output:
+    wi_works_eligible: false

policyengine_us/tests/policy/baseline/gov/states/wi/dcf/works/wi_works_income_eligible.yaml

@@ -0,0 +1,43 @@
+- name: Case 1, income below 115% FPL.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_countable_income: 1_000
+    spm_unit_fpg: 18_000  # Annual FPL, monthly = 1500
+  output:
+    # Income limit = 1500 * 1.15 = 1725
+    wi_works_income_eligible: true
+
+- name: Case 2, income at exactly 115% FPL.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_countable_income: 1_725
+    spm_unit_fpg: 18_000
+  output:
+    wi_works_income_eligible: true
+
+- name: Case 3, income above 115% FPL.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_countable_income: 1_726
+    spm_unit_fpg: 18_000
+  output:
+    wi_works_income_eligible: false
+
+- name: Case 4, zero income.
+  period: 2025-01
+  input:
+    state_code: WI
+    wi_works_countable_income: 0
+    spm_unit_fpg: 18_000
+  output:
+    wi_works_income_eligible: true
+
+- name: Case 5, non-Wisconsin state.
+  period: 2025-01
+  input:
+    state_code: CA
+  output:
+    wi_works_income_eligible: false