policyengine-us 1.458.0__py3-none-any.whl → 1.471.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/oh/odjfs/owf/oh_owf_initial_income_eligible.yaml

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+# Edge case tests for oh_owf_initial_income_eligible
+# Tests initial income eligibility: gross income < (FPG * 50%)
+#
+# Formula inputs:
+# - tanf_gross_earned_income + tanf_gross_unearned_income = gross income
+# - oh_owf_fpg (monthly federal poverty guideline)
+# - income_limit_rate = 0.5 (50% of FPL)
+#
+# Uses strict less than (<), so income at threshold is NOT eligible
+
+- name: Case 1, zero income is eligible.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_703.33  # Family of 2 monthly FPG
+    state_code: OH
+  output:
+    # Threshold = 1703.33 * 0.5 = 851.67
+    # 0 < 851.67 = true
+    oh_owf_initial_income_eligible: true
+
+- name: Case 2, income well below 50 percent FPL is eligible.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 400
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 400 < 851.67 = true
+    oh_owf_initial_income_eligible: true
+
+- name: Case 3, income just below 50 percent FPL threshold is eligible.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 850
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 850 < 851.67 = true
+    oh_owf_initial_income_eligible: true
+
+- name: Case 4, income exactly at 50 percent FPL threshold is not eligible.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    tanf_gross_earned_income: 851.665
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 851.665 is NOT < 851.665 (strict less than)
+    oh_owf_initial_income_eligible: false
+
+- name: Case 5, income one cent above threshold is not eligible.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 852
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 852 > 851.67 = false
+    oh_owf_initial_income_eligible: false
+
+- name: Case 6, income well above 50 percent FPL is not eligible.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 1_000
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 1000 > 851.67 = false
+    oh_owf_initial_income_eligible: false
+
+- name: Case 7, single person household threshold test.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    tanf_gross_earned_income: 627.5
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_255  # Single person monthly FPG (15060/12)
+    state_code: OH
+  output:
+    # Threshold = 1255 * 0.5 = 627.5
+    # 627.5 is NOT < 627.5 (strict less than)
+    oh_owf_initial_income_eligible: false
+
+- name: Case 8, single person just below threshold is eligible.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 627
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_255
+    state_code: OH
+  output:
+    # 627 < 627.5 = true
+    oh_owf_initial_income_eligible: true
+
+- name: Case 9, unearned income only counts toward threshold.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 1_000
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 1000 > 851.67 = false
+    oh_owf_initial_income_eligible: false
+
+- name: Case 10, combined earned and unearned income below threshold.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 400
+    tanf_gross_unearned_income: 400
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 400 + 400 = 800 < 851.67 = true
+    oh_owf_initial_income_eligible: true
+
+- name: Case 11, combined earned and unearned income exceeds threshold.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 400
+    tanf_gross_unearned_income: 500
+    oh_owf_fpg: 1_703.33
+    state_code: OH
+  output:
+    # 400 + 500 = 900 > 851.67 = false
+    oh_owf_initial_income_eligible: false
+
+- name: Case 12, large household with higher threshold.
+  period: 2025-01
+  input:
+    tanf_gross_earned_income: 1_200
+    tanf_gross_unearned_income: 0
+    # Family of 6: FPG = (15060 + 5380 * 5) / 12 = 3496.67/month
+    oh_owf_fpg: 3_496.67
+    state_code: OH
+  output:
+    # Threshold = 3496.67 * 0.5 = 1748.34
+    # 1200 < 1748.34 = true
+    oh_owf_initial_income_eligible: true
+
+- name: Case 13, large household at threshold boundary.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    tanf_gross_earned_income: 1_748.34
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 3_496.67
+    state_code: OH
+  output:
+    # Threshold = 3496.67 * 0.5 = 1748.335
+    # 1748.34 is NOT < 1748.335 (strict less than)
+    oh_owf_initial_income_eligible: false

policyengine_us/tests/policy/baseline/gov/states/oh/odjfs/owf/oh_owf_payment_standard.yaml

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+- name: Family of 1
+  period: 2025-01
+  input:
+    spm_unit_size: 1
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 372
+- name: Family of 2
+  period: 2025-01
+  input:
+    spm_unit_size: 2
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 507
+- name: Family of 3
+  period: 2025-01
+  input:
+    spm_unit_size: 3
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 623
+- name: Family of 4
+  period: 2025-01
+  input:
+    spm_unit_size: 4
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 768
+- name: Family of 5
+  period: 2025-01
+  input:
+    spm_unit_size: 5
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 899
+- name: Family of 6
+  period: 2025-01
+  input:
+    spm_unit_size: 6
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 1000
+- name: Family of 7
+  period: 2025-01
+  input:
+    spm_unit_size: 7
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 1118
+- name: Family of 8
+  period: 2025-01
+  input:
+    spm_unit_size: 8
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 1240
+- name: Family of 9
+  period: 2025-01
+  input:
+    spm_unit_size: 9
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 1_362
+- name: Family of 10
+  period: 2025-01
+  input:
+    spm_unit_size: 10
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 1_485
+- name: Family of 12
+  period: 2025-01
+  input:
+    spm_unit_size: 12
+    state_code: OH
+  output:
+    oh_owf_payment_standard: 1_729

policyengine_us/tests/policy/baseline/gov/states/or/odhs/tanf/integration.yaml

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+# Oregon TANF Integration Tests
+# End-to-end tests with realistic family scenarios
+# Based on OAR 461-155-0030, OAR 461-160-0160, OAR 461-165-0060
+
+- name: Single parent with one child, no income - receives full benefit
+  # Scenario: Single parent (age 30) with one child (age 5)
+  # 2-person household payment standard: $432/month
+  # No earned income, no unearned income
+  # Countable income = $0
+  # Adjusted income = $0
+  # Benefit = $432 - $0 = $432/month
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_adult: true
+        employment_income_before_lsr: 0
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 5
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    or_tanf: 432
+    or_tanf_payment_standard: 432
+    or_tanf_adjusted_income: 0
+    or_tanf_eligible: true
+
+- name: Single parent with two children, part-time employment
+  # Scenario: Single parent with two children
+  # 3-person household payment standard: $506/month
+  # Gross earned income: $600/month (part-time work) = $7,200/year
+  # No unearned income, no child support disregard
+  # Countable income = $600
+  # Earned income disregard: 50% * $600 = $300
+  # Adjusted income = $600 - $300 = $300
+  # Benefit = $506 - $300 = $206/month
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        is_adult: true
+        employment_income_before_lsr: 7_200
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 7
+        is_child: true
+      person3:
+        age: 4
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: OR
+  output:
+    or_tanf: 206
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 300
+    or_tanf_countable_income: 600
+
+- name: Two parents with three children, mixed income
+  # Scenario: Two adults with three children
+  # 5-person household payment standard: $721/month
+  # Gross earned income: $800/month = $9,600/year
+  # Gross unearned income: $100/month (Social Security benefits) = $1,200/year
+  # Countable income = $800 + $100 = $900
+  # Earned income disregard: 50% * $800 = $400
+  # Adjusted income = $900 - $400 = $500
+  # Benefit = $721 - $500 = $221/month
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 35
+        is_adult: true
+        employment_income_before_lsr: 9_600
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 32
+        is_adult: true
+        social_security_retirement: 1_200
+        is_citizen_or_legal_immigrant: true
+      person3:
+        age: 10
+        is_child: true
+      person4:
+        age: 8
+        is_child: true
+      person5:
+        age: 3
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3, person4, person5]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3, person4, person5]
+    households:
+      household:
+        members: [person1, person2, person3, person4, person5]
+        state_code: OR
+  output:
+    or_tanf: 221
+    or_tanf_payment_standard: 721
+    or_tanf_adjusted_income: 500
+    or_tanf_countable_income: 900
+
+- name: Single parent with one child, income too high - ineligible
+  # Scenario: Single parent with moderate income
+  # 2-person household payment standard: $432/month
+  # Countable income limit: $499/month
+  # Gross earned income: $1,000/month = $12,000/year
+  # Countable income = $1,000 (> $499 limit, fails countable test)
+  # Benefit = $0 (income ineligible)
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 25
+        is_adult: true
+        employment_income_before_lsr: 12_000
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 3
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    or_tanf: 0
+    or_tanf_payment_standard: 432
+    or_tanf_income_eligible: false
+
+- name: Single adult without children - not demographic eligible
+  # Scenario: Single adult with no children (not TANF eligible)
+  # Adults without dependent children are not demographic eligible
+  # Even with zero income, no benefit
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 40
+        is_adult: true
+        employment_income_before_lsr: 0
+        is_citizen_or_legal_immigrant: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: OR
+  output:
+    or_tanf: 0
+    or_tanf_payment_standard: 339
+
+- name: Large family with six children, low income
+  # Scenario: Single parent with six children (7-person household)
+  # 7-person household payment standard: $923/month
+  # Gross earned income: $400/month = $4,800/year
+  # Countable income = $400
+  # Earned income disregard: 50% * $400 = $200
+  # Adjusted income = $400 - $200 = $200
+  # Benefit = $923 - $200 = $723/month
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 38
+        is_adult: true
+        employment_income_before_lsr: 4_800
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 15
+        is_child: true
+      person3:
+        age: 13
+        is_child: true
+      person4:
+        age: 10
+        is_child: true
+      person5:
+        age: 8
+        is_child: true
+      person6:
+        age: 5
+        is_child: true
+      person7:
+        age: 2
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3, person4, person5, person6, person7]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3, person4, person5, person6, person7]
+    households:
+      household:
+        members: [person1, person2, person3, person4, person5, person6, person7]
+        state_code: OR
+  output:
+    or_tanf: 723
+    or_tanf_payment_standard: 923
+    or_tanf_adjusted_income: 200
+
+- name: Benefit below minimum threshold - no benefit issued
+  # Scenario: Single parent with one child, income just below cutoff
+  # 2-person household payment standard: $432/month
+  # Gross earned income: $850/month = $10,200/year
+  # Countable income = $850
+  # Earned income disregard: 50% * $850 = $425
+  # Adjusted income = $850 - $425 = $425
+  # Raw benefit = $432 - $425 = $7
+  # $7 < $10 minimum benefit -> benefit = $0
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_adult: true
+        employment_income_before_lsr: 10_200
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 6
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: OR
+  output:
+    or_tanf: 0
+    or_tanf_payment_standard: 432
+    or_tanf_adjusted_income: 425
+
+- name: ELI enrolled family with earned income - higher income limit applies
+  # Scenario: Currently enrolled family with earned income
+  # 3-person household payment standard: $506/month
+  # ELI limit = $506 × 2 = $1,012
+  # Standard countable limit = $616/month
+  # Gross earned income: $900/month = $10,800/year
+  # Countable income = $900 (> $616, fails standard; < $1,012, passes ELI)
+  # Earned income disregard: 50% × $900 = $450
+  # Adjusted income = $900 - $450 = $450
+  # Benefit = $506 - $450 = $56/month
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 32
+        is_adult: true
+        employment_income_before_lsr: 10_800
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 8
+        is_child: true
+      person3:
+        age: 5
+        is_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        spm_unit_assets: 0
+        is_tanf_enrolled: true
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: OR
+  output:
+    or_tanf: 56
+    or_tanf_payment_standard: 506
+    or_tanf_countable_income: 900
+    or_tanf_adjusted_income: 450
+    or_tanf_income_eligible: true
+
+- name: Child support integration - reduces countable income
+  # Scenario: Single parent receives child support payments through the state program
+  # 3-person household payment standard: $506/month
+  # Countable income limit = $616/month
+  # Gross earned income: $600/month = $7,200/year
+  # Child support received: $100/month = $1,200/year
+  # 2 minor children × $50/child = $100 child support disregard
+  # Countable income = $600 + $100 - $100 = $600
+  # Earned income disregard: 50% × $600 = $300
+  # Adjusted income = $600 - $300 = $300
+  # Benefit = $506 - $300 = $206/month
+  period: 2024-01
+  input:
+    people:
+      person1:
+        age: 28
+        is_adult: true
+        employment_income_before_lsr: 7_200
+        child_support_received: 1_200
+        is_citizen_or_legal_immigrant: true
+      person2:
+        age: 7
+        is_child: true
+        child_support_received: 0
+      person3:
+        age: 4
+        is_child: true
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+        spm_unit_assets: 0
+    tax_units:
+      tax_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: OR
+  output:
+    or_tanf: 206
+    or_tanf_payment_standard: 506
+    or_tanf_child_support_disregard: 100
+    or_tanf_countable_income: 600
+    or_tanf_adjusted_income: 300
+

policyengine_us/tests/policy/baseline/gov/states/or/odhs/tanf/or_tanf.yaml

@@ -0,0 +1,94 @@
+# Oregon TANF Benefit Amount (OAR 461-155-0030, OAR 461-165-0060)
+# Benefit = Payment Standard - Adjusted Income
+# Minimum benefit is $10; amounts below $10 are not issued
+
+- name: Ineligible household receives zero benefit
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: false
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf: 0
+
+- name: Eligible household with zero adjusted income receives full payment standard
+  # Benefit = $506 - $0 = $506
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf: 506
+
+- name: Eligible household with partial adjusted income receives reduced benefit
+  # Benefit = $506 - $300 = $206
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 300
+  output:
+    or_tanf: 206
+
+- name: Benefit at minimum threshold receives $10
+  # Benefit = $506 - $496 = $10
+  # $10 >= minimum benefit, so benefit is issued
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 496
+  output:
+    or_tanf: 10
+
+- name: Benefit below minimum threshold receives zero
+  # Benefit = $506 - $500 = $6
+  # $6 < $10 minimum benefit, so benefit is $0
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 500
+  output:
+    or_tanf: 0
+
+- name: Adjusted income exceeds payment standard results in zero benefit
+  # Benefit = max($506 - $600, 0) = $0
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 506
+    or_tanf_adjusted_income: 600
+  output:
+    or_tanf: 0
+
+- name: Larger household with zero adjusted income gets higher benefit
+  # Payment standard for 5-person household = $721
+  # Benefit = $721 - $0 = $721
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 721
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf: 721
+
+- name: Single person household with zero adjusted income
+  # Payment standard for 1-person household = $339
+  # Benefit = $339 - $0 = $339
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_eligible: true
+    or_tanf_payment_standard: 339
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf: 339