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

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

@@ -0,0 +1,111 @@
+- name: Case 1, default to CSJ with no special conditions.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_pregnant: false
+      person2:
+        age: 5
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_placement: CSJ
+
+- name: Case 2, CMC with infant under 2 months.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+        is_pregnant: false
+      person2:
+        monthly_age: 1
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_placement: CMC
+
+- name: Case 3, CMC with infant exactly 2 months.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+      person2:
+        monthly_age: 2
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_placement: CMC
+
+- name: Case 4, CSJ with child over 2 months.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+        # Explicit monthly_age to avoid formula calculation issues
+        monthly_age: 300
+      person2:
+        # monthly_age > 2 to exceed CMC threshold
+        monthly_age: 3
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_placement: CSJ
+
+- name: Case 5, ARP with pregnant person in third trimester.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+        is_pregnant: true
+        current_pregnancy_month: 7
+    households:
+      household1:
+        members: [person1]
+        state_code: WI
+  output:
+    wi_works_placement: ARP
+
+- name: Case 6, CSJ with pregnant person not in third trimester.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+        is_pregnant: true
+        current_pregnancy_month: 6
+    households:
+      household1:
+        members: [person1]
+        state_code: WI
+  output:
+    wi_works_placement: CSJ
+
+- name: Case 7, CMC takes priority over ARP.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 25
+        is_pregnant: true
+        current_pregnancy_month: 8
+      person2:
+        monthly_age: 1
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: WI
+  output:
+    wi_works_placement: CMC

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

@@ -0,0 +1,38 @@
+- name: Case 1, resources below limit.
+  period: 2025
+  input:
+    state_code: WI
+    wi_works_countable_resources: 2_000
+  output:
+    wi_works_resources_eligible: true
+
+- name: Case 2, resources at exactly limit.
+  period: 2025
+  input:
+    state_code: WI
+    wi_works_countable_resources: 2_500
+  output:
+    wi_works_resources_eligible: true
+
+- name: Case 3, resources above limit.
+  period: 2025
+  input:
+    state_code: WI
+    wi_works_countable_resources: 2_501
+  output:
+    wi_works_resources_eligible: false
+
+- name: Case 4, zero resources.
+  period: 2025
+  input:
+    state_code: WI
+    wi_works_countable_resources: 0
+  output:
+    wi_works_resources_eligible: true
+
+- name: Case 5, non-Wisconsin state.
+  period: 2025
+  input:
+    state_code: CA
+  output:
+    wi_works_resources_eligible: false

policyengine_us/tests/policy/baseline/gov/states/wv/tax/income/credits/heptc/wv_homestead_excess_property_tax_credit.yaml

@@ -41,3 +41,34 @@
     # heptc_amount = property_tax - wv_sctc - p.ghi_percentage * wv_ghi = 20000-10000-800 = 8200
   output:
     wv_homestead_excess_property_tax_credit: 0
+
+- name: WV no HEPTC credit with negative income and zero property taxes
+  absolute_error_margin: 2
+  period: 2024
+  input:
+    people:
+      person1:
+        is_tax_unit_head: true
+        age: 40
+        short_term_capital_gains: -896_056.95
+        partnership_s_corp_income: -727_887.75
+        taxable_interest_income: 0.012324943
+      person2:
+        is_tax_unit_spouse: true
+        age: 40
+        short_term_capital_gains: -896_056.95
+        partnership_s_corp_income: -727_887.75
+        taxable_interest_income: 0.012324943
+    tax_units:
+      tax_unit:
+        members: [person1, person2]
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_fips: 54
+  output:
+    adjusted_gross_income: -3_000
+    wv_homestead_excess_property_tax_credit: 0

policyengine_us/tests/policy/contrib/aca/ptc_700_fpl_cliff.yaml

@@ -0,0 +1,136 @@
+- name: Single filer at 0% FPL - zero contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 0.0
+  output:
+    aca_required_contribution_percentage: 0.0
+
+- name: Single filer at 150% FPL - zero contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 1.5
+  output:
+    aca_required_contribution_percentage: 0.0
+
+- name: Single filer at 200% FPL - 2% contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 2.0
+  output:
+    aca_required_contribution_percentage: 0.02
+
+- name: Single filer at 250% FPL - 4% contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 2.5
+  output:
+    aca_required_contribution_percentage: 0.04
+
+- name: Single filer at 300% FPL - 6% contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 3.0
+  output:
+    aca_required_contribution_percentage: 0.06
+
+- name: Single filer at 400% FPL - 8.5% contribution (old cliff point)
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 4.0
+  output:
+    aca_required_contribution_percentage: 0.085
+
+- name: Single filer at 500% FPL - 8.5% contribution (flat rate)
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 5.0
+  output:
+    aca_required_contribution_percentage: 0.085
+
+- name: Single filer at 600% FPL - 8.5% contribution (flat rate continues)
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 6.0
+  output:
+    aca_required_contribution_percentage: 0.085
+
+- name: Single filer at 700% FPL - 9.25% contribution (new cliff point)
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 7.0
+  output:
+    aca_required_contribution_percentage: 0.0925
+
+- name: Single filer at 175% FPL - interpolated 1% contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 1.75
+  output:
+    aca_required_contribution_percentage: 0.01
+
+- name: Single filer at 350% FPL - interpolated 7.25% contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 3.5
+  output:
+    aca_required_contribution_percentage: 0.0725
+
+- name: Single filer at 650% FPL - interpolated 8.875% contribution
+  period: 2026
+  reforms: policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff.aca_ptc_700_fpl_cliff
+  absolute_error_margin: 0.00001
+  input:
+    gov.contrib.aca.ptc_700_fpl_cliff.in_effect: true
+    aca_magi_fraction: 6.5
+  output:
+    # 8.5% + (9.25% - 8.5%) * 0.5 = 8.5% + 0.375% = 8.875%
+    aca_required_contribution_percentage: 0.08875
+
+- name: Baseline comparison at 400% FPL - shows elimination of cliff
+  period: 2026
+  absolute_error_margin: 0.00001
+  input:
+    aca_magi_fraction: 4.0
+  output:
+    aca_required_contribution_percentage: 0.0996
+
+- name: Baseline comparison at 500% FPL - shows new eligibility
+  period: 2026
+  absolute_error_margin: 0.00001
+  input:
+    aca_magi_fraction: 5.0
+  output:
+    aca_required_contribution_percentage: 0.0996

policyengine_us/tests/run_selective_tests.py

@@ -60,6 +60,11 @@ class SelectiveTestRunner:
                 "file_pattern": r"policyengine_us/variables/household/",
                 "test_pattern": r"policyengine_us/tests/policy/baseline/household",
             },
+            # Match household variables to microsimulation tests (for dataset-level tests)
+            {
+                "file_pattern": r"policyengine_us/variables/household/",
+                "test_pattern": r"policyengine_us/tests/microsimulation",
+            },
             # Match reforms in specific states
             {
                 "file_pattern": r"policyengine_us/reforms/states/([^/]+)",

policyengine_us/tests/test_batched.py

@@ -21,71 +21,160 @@ def count_yaml_files(directory: Path) -> int:
     return len(list(directory.rglob("*.yaml")))
 
 
-def get_test_directories(base_path: Path) -> Dict[str, int]:
-    """Get all subdirectories and their test counts."""
-    dir_counts = {}
-
-    # Check for yaml files directly in base directory
-    root_count = len(list(base_path.glob("*.yaml")))
-    if root_count > 0:
-        dir_counts["."] = root_count
-
-    # Get all subdirectories with their test counts
-    for item in base_path.iterdir():
-        if item.is_dir():
-            yaml_count = count_yaml_files(item)
-            if yaml_count > 0:
-                dir_counts[item.name] = yaml_count
-
-    return dir_counts
-
-
-def split_into_batches(base_path: Path, num_batches: int) -> List[List[str]]:
+def split_into_batches(
+    base_path: Path, num_batches: int, exclude: List[str] = None
+) -> List[List[str]]:
     """
     Split test directories into specified number of batches.
     Special handling for baseline tests to separate states.
     Special handling for contrib tests to divide by folder count.
+
+    Args:
+        base_path: Path to the test directory
+        num_batches: Number of batches to split into
+        exclude: List of directory names to exclude (for contrib tests)
     """
-    # Special handling for contrib tests - each folder is its own batch
+    if exclude is None:
+        exclude = []
+
+    # Special handling for contrib tests - split into 7 batches by memory usage
     # Only apply to policy/contrib (structural tests), not baseline/contrib
     if str(base_path).endswith("policy/contrib"):
-        # Get all subdirectories and sort them alphabetically
+        # Define batches by memory usage (measured empirically)
+        BATCH_1 = ["federal", "harris", "treasury"]  # ~9.0 GB
+        BATCH_2 = ["ctc", "snap_ea", "ubi_center"]  # ~8.6 GB
+        BATCH_3 = ["deductions", "aca", "snap"]  # ~8.1 GB
+        BATCH_4 = [
+            "tax_exempt",
+            "eitc",
+            "state_dependent_exemptions",
+            "additional_tax_bracket",
+        ]  # ~8.0 GB
+        # Batch 5 is the catch-all for unknown/new folders (~7.8 GB + headroom)
+        BATCH_5_DEFINED = [
+            "local",
+            "dc_single_joint_threshold_ratio.yaml",
+            "reconciliation",
+            "dc_kccatc.yaml",
+            "reported_state_income_tax.yaml",
+        ]
+        BATCH_6 = ["crfb"]  # ~8.9 GB, always alone
+        BATCH_7 = ["congress"]  # ~6.3 GB
+
+        # Get all subdirectories (excluding states which is in Heavy job)
         subdirs = sorted(
-            [item for item in base_path.iterdir() if item.is_dir()]
+            [
+                item
+                for item in base_path.iterdir()
+                if item.is_dir() and item.name not in exclude
+            ]
         )
 
-        # Get root level YAML files and sort them
+        # Get root level YAML files
         root_files = sorted(list(base_path.glob("*.yaml")))
 
-        # Create one batch per subdirectory
-        batches = []
+        # Build batches
+        def get_batch_paths(batch_names, subdirs, root_files):
+            paths = []
+            for name in batch_names:
+                # Check if it's a directory
+                for subdir in subdirs:
+                    if subdir.name == name:
+                        paths.append(str(subdir))
+                        break
+                # Check if it's a root file
+                for f in root_files:
+                    if f.name == name:
+                        paths.append(str(f))
+                        break
+            return paths
+
+        # Collect known folders/files
+        all_known = set(
+            BATCH_1
+            + BATCH_2
+            + BATCH_3
+            + BATCH_4
+            + BATCH_5_DEFINED
+            + BATCH_6
+            + BATCH_7
+        )
+
+        # Find unknown folders/files (new additions go to Batch 5)
+        unknown = []
         for subdir in subdirs:
-            batches.append([str(subdir)])
+            if subdir.name not in all_known:
+                unknown.append(str(subdir))
+        for f in root_files:
+            if f.name not in all_known:
+                unknown.append(str(f))
+
+        # Build all batches
+        batch1 = get_batch_paths(BATCH_1, subdirs, root_files)
+        batch2 = get_batch_paths(BATCH_2, subdirs, root_files)
+        batch3 = get_batch_paths(BATCH_3, subdirs, root_files)
+        batch4 = get_batch_paths(BATCH_4, subdirs, root_files)
+        batch5 = (
+            get_batch_paths(BATCH_5_DEFINED, subdirs, root_files) + unknown
+        )
+        batch6 = get_batch_paths(BATCH_6, subdirs, root_files)
+        batch7 = get_batch_paths(BATCH_7, subdirs, root_files)
 
-        # If there are root files, group them together in their own batch
-        if root_files:
-            root_batch = [str(file) for file in root_files]
-            batches.append(root_batch)
+        # Return non-empty batches in order
+        batches = []
+        for batch in [batch1, batch2, batch3, batch4, batch5, batch6, batch7]:
+            if batch:
+                batches.append(batch)
 
         return batches
 
+    # Special handling for contrib/states - each subfolder is its own batch
+    # to allow garbage collection between state tests
+    # Memory usage per state varies significantly (1.3 GB - 5.2 GB measured)
+    # Note: contrib/congress runs all together (~6.3 GB total, under 7 GB limit)
+    if str(base_path).endswith("contrib/states"):
+        subdirs = sorted(
+            [item for item in base_path.iterdir() if item.is_dir()]
+        )
+        # Each state folder becomes its own batch
+        batches = [[str(subdir)] for subdir in subdirs]
+
+        # Also include any root-level YAML files as a separate batch
+        root_files = sorted(list(base_path.glob("*.yaml")))
+        if root_files:
+            batches.append([str(file) for file in root_files])
+
+        return batches if batches else [[str(base_path)]]
+
     # Special handling for reform tests - run all together in one batch
     if "reform" in str(base_path):
         return [[str(base_path)]]
 
-    # Special handling for baseline tests with 2 batches
-    if "baseline" in str(base_path) and num_batches == 2:
+    # Special handling for states directory - support excluding specific states
+    if str(base_path).endswith("gov/states"):
+        subdirs = sorted(
+            [
+                item
+                for item in base_path.iterdir()
+                if item.is_dir() and item.name not in exclude
+            ]
+        )
+        # Return all non-excluded state directories as a single batch
+        if subdirs:
+            return [[str(subdir) for subdir in subdirs]]
+        return []
+
+    # Special handling for baseline tests
+    if "baseline" in str(base_path) and str(base_path).endswith("baseline"):
         states_path = base_path / "gov" / "states"
-        if states_path.exists() and count_yaml_files(states_path) > 0:
-            # Batch 1: Only states
-            batch1 = [str(states_path)]
 
-            # Batch 2: Everything else (excluding states, household, and contrib)
-            batch2 = []
+        # If --exclude states, skip states and run everything else
+        if "states" in exclude:
+            batch = []
 
             # Add root level files if any
             for yaml_file in base_path.glob("*.yaml"):
-                batch2.append(str(yaml_file))
+                batch.append(str(yaml_file))
 
             # Add all directories except gov/states, household, and contrib
             for item in base_path.iterdir():
@@ -97,49 +186,17 @@ def split_into_batches(base_path: Path, num_batches: int) -> List[List[str]]:
                         # Add gov subdirectories except states
                         for gov_item in item.iterdir():
                             if gov_item.is_dir() and gov_item.name != "states":
-                                batch2.append(str(gov_item))
+                                batch.append(str(gov_item))
                             elif gov_item.suffix == ".yaml":
-                                batch2.append(str(gov_item))
+                                batch.append(str(gov_item))
                     else:
                         # Other non-gov directories
-                        batch2.append(str(item))
-
-            return [batch1, batch2] if batch2 else [batch1]
-
-    # Default behavior for non-baseline or different batch counts
-    dir_counts = get_test_directories(base_path)
-
-    if num_batches <= 0:
-        num_batches = 1
+                        batch.append(str(item))
 
-    # If only 1 batch, return everything
-    if num_batches == 1:
-        return [[str(base_path)]]
-
-    # Sort directories by test count (largest first)
-    sorted_dirs = sorted(dir_counts.items(), key=lambda x: x[1], reverse=True)
-
-    # Initialize batches
-    batches = [[] for _ in range(num_batches)]
-    batch_counts = [0] * num_batches
-
-    # Distribute directories to batches (greedy algorithm - add to smallest batch)
-    for dir_name, count in sorted_dirs:
-        # Find batch with fewest tests
-        min_batch_idx = batch_counts.index(min(batch_counts))
-
-        # Add directory to that batch
-        if dir_name == ".":
-            # Root level files - add individually
-            for yaml_file in base_path.glob("*.yaml"):
-                batches[min_batch_idx].append(str(yaml_file))
-        else:
-            batches[min_batch_idx].append(str(base_path / dir_name))
-
-        batch_counts[min_batch_idx] += count
+            return [batch] if batch else []
 
-    # Filter out empty batches
-    return [batch for batch in batches if batch]
+    # Default: return the entire path as a single batch
+    return [[str(base_path)]]
 
 
 def run_batch(test_paths: List[str], batch_name: str) -> Dict:
@@ -298,8 +355,15 @@ def main():
         default=2,
         help="Number of batches to split tests into (default: 2)",
     )
+    parser.add_argument(
+        "--exclude",
+        type=str,
+        default="",
+        help="Comma-separated list of directory names to exclude (for contrib tests)",
+    )
 
     args = parser.parse_args()
+    exclude_list = [x.strip() for x in args.exclude.split(",") if x.strip()]
 
     if not os.path.exists("policyengine_us"):
         print("Error: Must run from PolicyEngine US root directory")
@@ -314,13 +378,15 @@ def main():
     print("=" * 60)
     print(f"Test path: {test_path}")
     print(f"Requested batches: {args.batches}")
+    if exclude_list:
+        print(f"Excluding: {', '.join(exclude_list)}")
 
     # Count total tests
     total_tests = count_yaml_files(test_path)
     print(f"Total test files: {total_tests}")
 
     # Split into batches
-    batches = split_into_batches(test_path, args.batches)
+    batches = split_into_batches(test_path, args.batches, exclude_list)
     if len(batches) != args.batches:
         print(
             f"Actual batches: {len(batches)} (optimized for {total_tests} files)"

policyengine_us/variables/gov/hhs/medicaid/emergency_medicaid/has_emergency_medical_condition.py

@@ -0,0 +1,16 @@
+from policyengine_us.model_api import *
+
+
+class has_emergency_medical_condition(Variable):
+    value_type = bool
+    entity = Person
+    label = "Has emergency medical condition"
+    definition_period = YEAR
+    default_value = False
+    reference = (
+        "https://www.law.cornell.edu/uscode/text/42/1396b#v_3",
+        "https://www.law.cornell.edu/cfr/text/42/440.255#c",
+    )
+    # Placing the patient's health in serious jeopardy
+    # Serious impairment to bodily functions
+    # Serious dysfunction of any bodily organ or part

policyengine_us/variables/gov/hhs/medicaid/emergency_medicaid/is_emergency_medicaid_eligible.py

@@ -0,0 +1,33 @@
+from policyengine_us.model_api import *
+
+
+class is_emergency_medicaid_eligible(Variable):
+    value_type = bool
+    entity = Person
+    label = "Eligible for Emergency Medicaid"
+    definition_period = YEAR
+    reference = (
+        "https://www.law.cornell.edu/uscode/text/42/1396b#v_2",
+        "https://www.law.cornell.edu/cfr/text/42/435.406",
+    )
+
+    def formula(person, period, parameters):
+        p = parameters(period).gov.hhs.medicaid.emergency_medicaid
+
+        has_emergency_condition = person(
+            "has_emergency_medical_condition", period
+        )
+        medicaid_category = person("medicaid_category", period)
+        meets_medicaid_requirements = (
+            medicaid_category != medicaid_category.possible_values.NONE
+        )
+        immigration_status_eligible = person(
+            "is_medicaid_immigration_status_eligible", period
+        )
+
+        return (
+            p.enabled
+            & has_emergency_condition
+            & meets_medicaid_requirements
+            & ~immigration_status_eligible
+        )