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

policyengine_us/tests/policy/baseline/gov/states/az/tax/income/az_property_tax_credit_agi.yaml

@@ -0,0 +1,58 @@
+# Per ITR 12-1, property tax credit AGI is Federal AGI minus Social Security.
+# Unlike regular AZ income tax, it does NOT exclude pensions, capital gains, etc.
+
+- name: Basic wages and interest (no Social Security)
+  period: 2024
+  input:
+    state_code: AZ
+    adjusted_gross_income: 3_766.08
+    tax_unit_taxable_social_security: 0
+  output:
+    az_property_tax_credit_agi: 3_766.08
+
+- name: Social Security is excluded from property tax credit AGI
+  period: 2024
+  input:
+    state_code: AZ
+    adjusted_gross_income: 20_000
+    tax_unit_taxable_social_security: 8_500
+  output:
+    # $20,000 - $8,500 = $11,500
+    az_property_tax_credit_agi: 11_500
+
+- name: Pension income is NOT excluded (unlike regular AZ income tax)
+  period: 2024
+  input:
+    state_code: AZ
+    adjusted_gross_income: 15_000
+    tax_unit_taxable_social_security: 0
+  output:
+    az_property_tax_credit_agi: 15_000
+
+- name: Capital gains are NOT excluded (unlike regular AZ income tax)
+  period: 2024
+  input:
+    state_code: AZ
+    adjusted_gross_income: 25_000
+    tax_unit_taxable_social_security: 0
+  output:
+    az_property_tax_credit_agi: 25_000
+
+- name: Capped at zero when Social Security exceeds other income
+  period: 2024
+  input:
+    state_code: AZ
+    adjusted_gross_income: 5_000
+    tax_unit_taxable_social_security: 6_000
+  output:
+    az_property_tax_credit_agi: 0
+
+- name: Combined income types with Social Security exclusion
+  period: 2024
+  input:
+    state_code: AZ
+    adjusted_gross_income: 22_250
+    tax_unit_taxable_social_security: 4_250
+  output:
+    # $22,250 - $4,250 = $18,000
+    az_property_tax_credit_agi: 18_000

policyengine_us/tests/policy/baseline/gov/states/az/tax/income/integration.yaml

@@ -0,0 +1,28 @@
+# Integration tests for Arizona property tax credit income calculation
+# Per ARS 43-1072 and ITR 12-1
+
+- name: Property tax credit AGI with aged person (issue 6956)
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 75
+        employment_income: 3_715.56
+        taxable_interest_income: 50.52
+    tax_units:
+      tax_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: AZ
+  output:
+    # Federal AGI = wages + interest = 3,715.56 + 50.52 = 3,766.08
+    adjusted_gross_income: 3_766.08
+    # AZ AGI subtracts aged exemption: 3,766.08 - 2,100 = 1,666.08
+    az_agi: 1_666.08
+    # Property tax credit AGI should NOT subtract exemptions or SS
+    # No SS, so equals Federal AGI
+    az_property_tax_credit_agi: 3_766.08
+    # Income $3,766.08 > threshold $3,751 for single, so not eligible
+    az_property_tax_credit: 0

policyengine_us/tests/policy/baseline/gov/states/ca/chhs/is_ca_medicaid_immigration_status_eligible.yaml

@@ -1,4 +1,9 @@
-- name: In 2020, children under 19 are eligible
+# Tests for CA state-funded Medicaid eligibility regardless of immigration status
+# Per California Welfare and Institutions Code Section 14007.8
+
+# Age-based eligibility tests (standard pathway)
+
+- name: Case 1, child under 19 is eligible in 2020.
   period: 2020
   input:
     age: 18
@@ -7,7 +12,7 @@
   output:
     is_ca_medicaid_immigration_status_eligible: true
 
-- name: In 2020, adults over 50 are ineligible
+- name: Case 2, adult 50+ is ineligible in 2020 (before expansion).
   period: 2020
   input:
     age: 50
@@ -16,7 +21,7 @@
   output:
     is_ca_medicaid_immigration_status_eligible: false
 
-- name: In 2020, adults over 26 are ineligible
+- name: Case 3, adult 26+ is ineligible in 2020 (before expansion).
   period: 2020
   input:
     age: 26
@@ -25,7 +30,7 @@
   output:
     is_ca_medicaid_immigration_status_eligible: false
 
-- name: Pregnant adults are eligible
+- name: Case 4, pregnant adult is eligible regardless of age.
   period: 2020
   input:
     age: 26
@@ -34,7 +39,7 @@
   output:
     is_ca_medicaid_immigration_status_eligible: true
 
-- name: In 2024, adults over 26 are ineligible
+- name: Case 5, adult 26+ is eligible in 2024 (after expansion).
   period: 2024
   input:
     age: 26
@@ -42,3 +47,52 @@
     state_code: CA
   output:
     is_ca_medicaid_immigration_status_eligible: true
+
+# Continuous coverage tests for 2026 enrollment freeze
+
+- name: Case 6, undocumented adult not on Medicaid is ineligible in 2026.
+  period: 2026
+  input:
+    age: 35
+    is_pregnant: false
+    immigration_status: UNDOCUMENTED
+    receives_medicaid: false
+    state_code: CA
+  output:
+    is_ca_medicaid_immigration_status_eligible: false
+
+- name: Case 7, undocumented adult on Medicaid retains eligibility in 2026.
+  period: 2026
+  input:
+    age: 35
+    is_pregnant: false
+    immigration_status: UNDOCUMENTED
+    receives_medicaid: true
+    state_code: CA
+  output:
+    # Existing enrollees without SIS retain coverage per Section 14007.8
+    is_ca_medicaid_immigration_status_eligible: true
+
+- name: Case 8, child under 19 is still eligible in 2026 (not affected by freeze).
+  period: 2026
+  input:
+    age: 10
+    is_pregnant: false
+    receives_medicaid: false
+    state_code: CA
+  output:
+    # Children under 19 remain eligible for new enrollment
+    is_ca_medicaid_immigration_status_eligible: true
+
+- name: Case 9, refugee on Medicaid does not get CA state-funded eligibility.
+  period: 2026
+  input:
+    age: 35
+    is_pregnant: false
+    immigration_status: REFUGEE
+    receives_medicaid: true
+    state_code: CA
+  output:
+    # Refugees have satisfactory immigration status - they use federal rules
+    # CA state-funded program is only for those without SIS
+    is_ca_medicaid_immigration_status_eligible: false

policyengine_us/tests/policy/baseline/gov/states/dc/tax/income/dc_ptc.yaml

@@ -243,3 +243,30 @@
         state_code: DC
   output:
     dc_ptc: 1_250  # = min(1250, 20000 * 20% - 0 * 5%)
+
+- name: dc_ptc unit test 9 (negative AGI with no rent or property taxes)
+  absolute_error_margin: 0.01
+  period: 2024
+  input:
+    people:
+      person1:
+        is_tax_unit_head: true
+        age: 40
+        short_term_capital_gains: -12_679.877
+      person2:
+        is_tax_unit_spouse: true
+        age: 40
+        short_term_capital_gains: -12_679.877
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: DC
+  output:
+    dc_ptc: 0  # No credit when there's no rent or property taxes paid
+    dc_income_tax: 0

policyengine_us/tests/policy/baseline/gov/states/hi/tax/income/credits/food_excise/hi_food_excise_credit.yaml

@@ -225,8 +225,36 @@
         filing_status: SINGLE
         head_is_dependent_elsewhere: false
     households:
-      household: 
+      household:
         members: [person1, person2]
         state_code: HI
   output:
     hi_food_excise_credit: 200
+
+- name: JOINT filing with negative AGI should receive credit
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 40
+        short_term_capital_gains: -12_679.877
+        is_tax_unit_head: true
+      person2:
+        age: 40
+        short_term_capital_gains: -12_679.877
+        is_tax_unit_spouse: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: HI
+  output:
+    adjusted_gross_income: -3_000
+    exemptions_count: 2
+    hi_food_excise_credit: 440
+    hi_income_tax: -440

policyengine_us/tests/policy/baseline/gov/states/ia/tax/income/ia_cdcc.yaml

@@ -2,7 +2,7 @@
   period: 2021
   input:
     cdcc_potential: 1_000
-    ia_net_income: 9_999.99
+    ia_taxable_income: 9_999.99
     state_code: IA
   output:
     ia_cdcc: 750
@@ -11,7 +11,7 @@
   period: 2022
   input:
     cdcc_potential: 1_000
-    ia_net_income: 40_000
+    ia_taxable_income: 40_000
     state_code: IA
   output:
     ia_cdcc: 300
@@ -20,7 +20,7 @@
   period: 2022
   input:
     cdcc_potential: 1_000
-    ia_net_income: 90_000
+    ia_taxable_income: 90_000
     state_code: IA
   output:
     ia_cdcc: 0

policyengine_us/tests/policy/baseline/gov/states/ia/tax/income/ia_integration.yaml

@@ -372,5 +372,35 @@
       household:
         members: [person1]
         state_code: IA
-  output:  
+  output:
     ia_taxable_income_consolidated: 85_400
+
+- name: IA CDCC uses taxable income not net income
+  absolute_error_margin: 1
+  period: 2024
+  input:
+    people:
+      person1:
+        age: 70
+        employment_income: 10_000
+        is_tax_unit_head: true
+      person2:
+        age: 70
+        employment_income: 10_000
+        is_tax_unit_spouse: true
+      person3:
+        age: 1
+        is_tax_unit_dependent: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+        tax_unit_childcare_expenses: 10_827
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: IA
+  output:
+    ia_cdcc: 720  # $960 × 0.75 (taxable income $0 < $10,000)

policyengine_us/tests/policy/baseline/gov/states/il/dhs/aabd/eligibility/il_aabd_non_financial_eligible_person.yaml

@@ -1,25 +1,25 @@
-- name: Case 1, meet all requirements. 
+- name: Case 1, meet all requirements.
   period: 2023
   input:
-    il_aabd_aged_blind_disabled_person: true
+    is_ssi_eligible: true
     il_aabd_immigration_status_eligible_person: true
     state_code: IL
   output:
     il_aabd_non_financial_eligible_person: true
 
-- name: Case 2, not age_blind_disabled. 
+- name: Case 2, not SSI eligible.
   period: 2023
   input:
-    il_aabd_aged_blind_disabled_person: false
+    is_ssi_eligible: false
     il_aabd_immigration_status_eligible_person: true
     state_code: IL
   output:
     il_aabd_non_financial_eligible_person: false
 
-- name: Case 3, immigration ineligible. 
+- name: Case 3, immigration ineligible.
   period: 2023
   input:
-    il_aabd_aged_blind_disabled_person: true
+    is_ssi_eligible: true
     il_aabd_immigration_status_eligible_person: false
     state_code: IL
   output:

policyengine_us/tests/policy/baseline/gov/states/il/dhs/tanf/eligibility/il_tanf_immigration_status_eligible_person.yaml

@@ -1,4 +1,4 @@
-- name: Eligible refugee 
+- name: Eligible refugee
   period: 2023
   input:
     immigration_status: REFUGEE
@@ -6,7 +6,7 @@
   output:
     il_tanf_immigration_status_eligible_person: true
 
-- name: Not eligible undocumented 
+- name: Not eligible undocumented
   period: 2023
   input:
     immigration_status: UNDOCUMENTED
@@ -21,11 +21,3 @@
     state_code: IL
   output:
     il_tanf_immigration_status_eligible_person: true
-
-- name: Eligible HONORABLY_DISCHARGED_VETERAN
-  period: 2023
-  input:
-    immigration_status: HONORABLY_DISCHARGED_VETERAN
-    state_code: IL
-  output:
-    il_tanf_immigration_status_eligible_person: true

policyengine_us/tests/policy/baseline/gov/states/il/hfs/bcc/eligibility/il_bcc_age_eligible.yaml

@@ -0,0 +1,39 @@
+- name: Age eligible at 0 (newborn)
+  period: 2024
+  input:
+    state_code: IL
+    age: 0
+  output:
+    il_bcc_age_eligible: true
+
+- name: Age eligible at 30
+  period: 2024
+  input:
+    state_code: IL
+    age: 30
+  output:
+    il_bcc_age_eligible: true
+
+- name: Age eligible at 64
+  period: 2024
+  input:
+    state_code: IL
+    age: 64
+  output:
+    il_bcc_age_eligible: true
+
+- name: Age ineligible at 65
+  period: 2024
+  input:
+    state_code: IL
+    age: 65
+  output:
+    il_bcc_age_eligible: false
+
+- name: Age ineligible at 70
+  period: 2024
+  input:
+    state_code: IL
+    age: 70
+  output:
+    il_bcc_age_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/bcc/eligibility/il_bcc_eligible.yaml

@@ -0,0 +1,95 @@
+- name: Eligible female US citizen under 65 without insurance
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 45
+    immigration_status: CITIZEN
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: true
+
+- name: Eligible female legal permanent resident
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 35
+    immigration_status: LEGAL_PERMANENT_RESIDENT
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: true
+
+- name: Eligible female refugee
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 28
+    immigration_status: REFUGEE
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: true
+
+- name: Ineligible due to age over 65
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 70
+    immigration_status: CITIZEN
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible due to non-qualifying immigration status
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 40
+    immigration_status: UNDOCUMENTED
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible male
+  period: 2024
+  input:
+    state_code: IL
+    is_female: false
+    age: 45
+    immigration_status: CITIZEN
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible due to qualifying health coverage
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 45
+    immigration_status: CITIZEN
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: true
+  output:
+    il_bcc_eligible: false
+
+- name: Ineligible due to Medicaid coverage
+  period: 2024
+  input:
+    state_code: IL
+    is_female: true
+    age: 45
+    immigration_status: CITIZEN
+    receives_medicaid: true
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_eligible: false

policyengine_us/tests/policy/baseline/gov/states/il/hfs/bcc/eligibility/il_bcc_insurance_eligible.yaml

@@ -0,0 +1,35 @@
+- name: Eligible - no insurance
+  period: 2024
+  input:
+    state_code: IL
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_insurance_eligible: true
+
+- name: Ineligible - on Medicaid
+  period: 2024
+  input:
+    state_code: IL
+    receives_medicaid: true
+    has_bcc_qualifying_coverage: false
+  output:
+    il_bcc_insurance_eligible: false
+
+- name: Ineligible - has qualifying health coverage
+  period: 2024
+  input:
+    state_code: IL
+    receives_medicaid: false
+    has_bcc_qualifying_coverage: true
+  output:
+    il_bcc_insurance_eligible: false
+
+- name: Ineligible - both Medicaid and qualifying coverage
+  period: 2024
+  input:
+    state_code: IL
+    receives_medicaid: true
+    has_bcc_qualifying_coverage: true
+  output:
+    il_bcc_insurance_eligible: false

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