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

policyengine_us/parameters/gov/states/pa/dhs/tanf/standard_of_need/amount.yaml

@@ -0,0 +1,69 @@
+description: Pennsylvania provides this maximum standard of need under the Temporary Assistance for Needy Families program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Pennsylvania TANF Standard of Need by county group
+  breakdown:
+    - pa_tanf_county_group
+  reference:
+    - title: 55 Pa. Code § 183.91
+      href: https://www.pacodeandbulletin.gov/Display/pacode?file=/secure/pacode/data/055/chapter183/s183.91.html&d=reduce
+    - title: PA DHS Cash Assistance Handbook Section 168, Appendix A
+      href: http://services.dpw.state.pa.us/oimpolicymanuals/cash/168_Determining_Eligibility_and_Payment_Amount/168_Appendix_A.htm
+
+GROUP_1:
+  1:
+    1990-01-01: 313
+  2:
+    1990-01-01: 481
+  3:
+    1990-01-01: 614
+  4:
+    1990-01-01: 749
+  5:
+    1990-01-01: 885
+  6:
+    1990-01-01: 1_001
+
+GROUP_2:
+  1:
+    1990-01-01: 298
+  2:
+    1990-01-01: 461
+  3:
+    1990-01-01: 587
+  4:
+    1990-01-01: 724
+  5:
+    1990-01-01: 859
+  6:
+    1990-01-01: 976
+
+GROUP_3:
+  1:
+    1990-01-01: 284
+  2:
+    1990-01-01: 444
+  3:
+    1990-01-01: 573
+  4:
+    1990-01-01: 698
+  5:
+    1990-01-01: 829
+  6:
+    1990-01-01: 943
+
+GROUP_4:
+  1:
+    1990-01-01: 253
+  2:
+    1990-01-01: 406
+  3:
+    1990-01-01: 532
+  4:
+    1990-01-01: 662
+  5:
+    1990-01-01: 791
+  6:
+    1990-01-01: 894

policyengine_us/parameters/gov/states/wi/dcf/README.md

@@ -0,0 +1 @@
+# Department of Children and Families

policyengine_us/parameters/gov/states/wi/dcf/works/README.md

@@ -0,0 +1 @@
+# Wisconsin Works (W-2)

policyengine_us/parameters/gov/states/wi/dcf/works/asset/limit.yaml

@@ -0,0 +1,16 @@
+description: Wisconsin limits countable resources to this amount under the Wisconsin Works program.
+
+values:
+  2025-01-01: 2_500
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin Works asset limit
+  reference:
+    - title: W-2 Manual 3.3.4 - Counting Assets
+      href: https://dcf.wisconsin.gov/manuals/w-2-manual/Production/03/03.3.4_COUNTING_ASSETS.htm
+    - title: Wisconsin Administrative Code DCF 101.09(3)(b)
+      href: https://docs.legis.wisconsin.gov/code/admin_code/dcf/101_199/101/09/3/b
+    - title: Wisconsin Statutes 49.145(2)(d)
+      href: https://docs.legis.wisconsin.gov/statutes/statutes/49/iii/145/2/d

policyengine_us/parameters/gov/states/wi/dcf/works/asset/vehicle_exclusion.yaml

@@ -0,0 +1,14 @@
+description: Wisconsin excludes this amount of vehicle equity from countable resources under the Wisconsin Works program.
+
+values:
+  2025-01-01: 10_000
+
+metadata:
+  unit: currency-USD
+  period: year
+  label: Wisconsin Works vehicle exclusion
+  reference:
+    - title: W-2 Manual 3.3.4 - Counting Assets
+      href: https://dcf.wisconsin.gov/manuals/w-2-manual/Production/03/03.3.4_COUNTING_ASSETS.htm
+    - title: Wisconsin Administrative Code DCF 101.09(3)(b)
+      href: https://docs.legis.wisconsin.gov/code/admin_code/dcf/101_199/101/09/3/b

policyengine_us/parameters/gov/states/wi/dcf/works/income_limit/rate.yaml

@@ -0,0 +1,16 @@
+description: Wisconsin limits gross income to this share of the federal poverty guideline under the Wisconsin Works program.
+
+values:
+  2025-01-01: 1.15
+
+metadata:
+  unit: /1
+  period: year
+  label: Wisconsin Works income limit FPL rate
+  reference:
+    - title: W-2 Manual 3.2.1 - 115 Percent Gross Income Test
+      href: https://dcf.wisconsin.gov/manuals/w-2-manual/Production/03/03.2.1_115_Percent_Gross_Income_Test.htm
+    - title: Wisconsin Administrative Code DCF 101.09(3)(a)
+      href: https://docs.legis.wisconsin.gov/code/admin_code/dcf/101_199/101/09/3/a
+    - title: Wisconsin Statutes 49.145(2)(a)
+      href: https://docs.legis.wisconsin.gov/statutes/statutes/49/iii/145/2/a

policyengine_us/parameters/gov/states/wi/dcf/works/placement/amount.yaml

@@ -0,0 +1,30 @@
+description: Wisconsin provides this amount as the monthly payment under the Wisconsin Works program.
+
+metadata:
+  unit: currency-USD
+  period: month
+  label: Wisconsin Works payment amount
+  breakdown:
+    - wi_works_placement
+  reference:
+    - title: Wisconsin Statutes 49.148(1)(b)
+      href: https://docs.legis.wisconsin.gov/statutes/statutes/49/iii/148/1/b
+    - title: W-2 Manual 7.4.1 - Community Service Jobs
+      href: https://dcf.wisconsin.gov/manuals/w-2-manual/Production/07/7.4.1_Community_Service_Jobs_(CSJ).htm
+    - title: Wisconsin Administrative Code DCF 101.18(2)
+      href: https://docs.legis.wisconsin.gov/code/admin_code/dcf/101_199/101/18/2
+
+CSJ:
+  2013-01-01: 653
+
+W2_TRANSITION:
+  2013-01-01: 608
+
+CMC:
+  2013-01-01: 673
+
+ARP:
+  2013-01-01: 673
+
+NONE:
+  2013-01-01: 0

policyengine_us/parameters/gov/states/wi/dcf/works/placement/arp_pregnancy_month_threshold.yaml

@@ -0,0 +1,14 @@
+description: Wisconsin limits the At Risk Pregnancy placement to pregnant individuals at or above this pregnancy month under the Wisconsin Works program.
+
+values:
+  2025-01-01: 7
+
+metadata:
+  unit: month
+  period: month
+  label: Wisconsin Works ARP pregnancy month threshold
+  reference:
+    - title: Wisconsin Statutes 49.148(1m)(a)2
+      href: https://docs.legis.wisconsin.gov/statutes/statutes/49/iii/148
+    - title: W-2 Manual 7.4.4 - At Risk Pregnancy
+      href: https://dcf.wisconsin.gov/manuals/w-2-manual/Production/07/7.4.4_At_Risk_Pregnancy.htm

policyengine_us/parameters/gov/states/wi/dcf/works/placement/cmc_infant_age_limit.yaml

@@ -0,0 +1,15 @@
+description: Wisconsin limits the Custodial Parent of Infant placement to parents with children at or below this age in months under the Wisconsin Works program.
+
+values:
+  2025-01-01: 2
+
+metadata:
+  unit: month
+  period: month
+  label: Wisconsin Works CMC infant age limit
+  reference:
+    # Wisconsin statute specifies 8 weeks; 2 months is an approximation.
+    - title: Wisconsin Statutes 49.148(1m)(a)1
+      href: https://docs.legis.wisconsin.gov/statutes/statutes/49/iii/148
+    - title: W-2 Manual 7.4.5 - Custodial Parent of an Infant
+      href: https://dcf.wisconsin.gov/manuals/w-2-manual/Production/07/7.4.5_Custodial_Parent_of_an_Infant_CMC_.htm

policyengine_us/reforms/aca/__init__.py

@@ -4,3 +4,6 @@ from policyengine_us.reforms.aca.aca_ptc_additional_bracket import (
 from policyengine_us.reforms.aca.aca_ptc_simplified_bracket import (
     create_aca_ptc_simplified_bracket_reform,
 )
+from policyengine_us.reforms.aca.aca_ptc_700_fpl_cliff import (
+    create_aca_ptc_700_fpl_cliff_reform,
+)

policyengine_us/reforms/aca/aca_ptc_700_fpl_cliff.py

@@ -0,0 +1,125 @@
+from policyengine_us.model_api import *
+from policyengine_core.periods import period as period_
+
+
+def create_aca_ptc_700_fpl_cliff() -> Reform:
+    class aca_required_contribution_percentage(Variable):
+        """
+        ACA required contribution percentage with amended rate schedule extended to 700% FPL.
+
+        This reform extends ACA premium subsidies to 700% FPL with the following
+        amended contribution schedule:
+
+        Under this reform:
+        - 0-150% FPL: 0% contribution
+        - 150-200% FPL: 0-2% contribution
+        - 200-250% FPL: 2-4% contribution
+        - 250-300% FPL: 4-6% contribution
+        - 300-400% FPL: 6-8.5% contribution
+        - 400-600% FPL: 8.5% contribution (flat)
+        - 600-700% FPL: 8.5-9.25% contribution
+        - Above 700% FPL: No subsidy eligibility
+        """
+
+        value_type = float
+        entity = TaxUnit
+        label = "ACA required contribution percentage with 700% FPL cliff (i.e., IRS Form 8962 'applicable figure')"
+        unit = "/1"
+        definition_period = YEAR
+        reference = [
+            "26 U.S. Code § 36B(b)(3)(A) - Refundable credit for coverage under a qualified health plan",
+            "https://www.law.cornell.edu/uscode/text/26/36B#b_3_A",
+        ]
+
+        def formula(tax_unit, period, parameters):
+            magi_frac = tax_unit("aca_magi_fraction", period)
+            p = parameters(period).gov.contrib.aca.ptc_700_fpl_cliff.brackets
+            return np.interp(magi_frac, p.thresholds, p.amounts)
+
+    class is_aca_ptc_eligible(Variable):
+        """
+        Extended ACA PTC eligibility up to 700% FPL.
+        """
+
+        value_type = bool
+        entity = Person
+        label = "Person is eligible for ACA premium tax credit and pays ACA premium"
+        definition_period = YEAR
+
+        def formula(person, period, parameters):
+            # determine status eligibility for ACA PTC
+            fstatus = person.tax_unit("filing_status", period)
+            separate = fstatus == fstatus.possible_values.SEPARATE
+            immigration_eligible = person(
+                "is_aca_ptc_immigration_status_eligible", period
+            )
+            taxpayer_has_itin = person.tax_unit("taxpayer_has_itin", period)
+            is_status_eligible = (
+                taxpayer_has_itin & ~separate & immigration_eligible
+            )
+
+            # determine coverage eligibility for ACA plan
+            INELIGIBLE_COVERAGE = [
+                "is_medicaid_eligible",
+                "is_chip_eligible",
+                "is_aca_eshi_eligible",
+                "is_medicare_eligible",
+            ]
+            is_coverage_eligible = (
+                add(person, period, INELIGIBLE_COVERAGE) == 0
+            )
+
+            # determine income eligibility for ACA PTC (using reform parameter)
+            p = parameters(period).gov.contrib.aca.ptc_700_fpl_cliff
+            magi_frac = person.tax_unit("aca_magi_fraction", period)
+            is_income_eligible = p.income_eligibility.calc(magi_frac)
+
+            # determine which people pay an age-based ACA plan premium
+            p_aca = parameters(period).gov.aca
+            is_aca_adult = person("age", period) > p_aca.slcsp.max_child_age
+            child_pays = (
+                person("aca_child_index", period) <= p_aca.max_child_count
+            )
+            pays_aca_premium = is_aca_adult | child_pays
+
+            return (
+                is_status_eligible
+                & is_coverage_eligible
+                & is_income_eligible
+                & pays_aca_premium
+            )
+
+    class reform(Reform):
+        def apply(self):
+            self.update_variable(aca_required_contribution_percentage)
+            self.update_variable(is_aca_ptc_eligible)
+
+    return reform
+
+
+def create_aca_ptc_700_fpl_cliff_reform(
+    parameters, period, bypass: bool = False
+):
+    if bypass:
+        return create_aca_ptc_700_fpl_cliff()
+
+    p = parameters.gov.contrib.aca.ptc_700_fpl_cliff
+    current_period = period_(period)
+
+    # Check if reform is active within a 5-year lookahead window
+    reform_active = False
+    for i in range(5):
+        if p(current_period).in_effect:
+            reform_active = True
+            break
+        current_period = current_period.offset(1, "year")
+
+    if reform_active:
+        return create_aca_ptc_700_fpl_cliff()
+    else:
+        return None
+
+
+aca_ptc_700_fpl_cliff = create_aca_ptc_700_fpl_cliff_reform(
+    None, None, bypass=True
+)

policyengine_us/reforms/reforms.py

@@ -127,6 +127,7 @@ from .states.de.dependent_credit.de_dependent_credit_reform import (
 from .aca import (
     create_aca_ptc_additional_bracket_reform,
     create_aca_ptc_simplified_bracket_reform,
+    create_aca_ptc_700_fpl_cliff_reform,
 )
 
 
@@ -288,6 +289,9 @@ def create_structural_reforms_from_parameters(parameters, period):
     aca_ptc_simplified_bracket = create_aca_ptc_simplified_bracket_reform(
         parameters, period
     )
+    aca_ptc_700_fpl_cliff = create_aca_ptc_700_fpl_cliff_reform(
+        parameters, period
+    )
 
     reforms = [
         afa_reform,
@@ -346,6 +350,7 @@ def create_structural_reforms_from_parameters(parameters, period):
         de_dependent_credit,
         aca_ptc_additional_bracket,
         aca_ptc_simplified_bracket,
+        aca_ptc_700_fpl_cliff,
     ]
     reforms = tuple(filter(lambda x: x is not None, reforms))
 

policyengine_us/tests/microsimulation/test_microsim.py

@@ -33,3 +33,49 @@ def test_microsim_runs(dataset: str, year: int):
     # Check that the microsim calculates important variables as nonzero in current year.
     for var in ["employment_income", "self_employment_income"]:
         assert sim.calc(var, period=2024).sum() > 0, f"{var} is zero in 2024."
+
+
+def test_county_persists_across_periods():
+    """Test that county values persist when calculating for different periods.
+
+    When running over a dataset that has county pre-stored, the county formula
+    should return the stored value regardless of the period requested, since
+    county is a time-invariant geographic variable.
+
+    Uses the NYC dataset which has county explicitly stored (unlike cps_2023
+    which doesn't store county).
+    """
+    import numpy as np
+    from policyengine_us import Microsimulation
+
+    sim = Microsimulation(
+        dataset="hf://policyengine/policyengine-us-data/cities/NYC.h5"
+    )
+    sim.subsample(100)
+
+    # Verify county is pre-stored in this dataset
+    holder = sim.get_holder("county")
+    known_periods = holder.get_known_periods()
+    assert len(known_periods) > 0, "NYC dataset should have county pre-stored"
+
+    # Get county for a period different from the stored period
+    # NYC dataset stores county for 2023, so request 2025
+    county_2025 = sim.calculate("county", period=2025).values
+
+    # Get the stored county value for comparison
+    stored_period = known_periods[0]
+    county_stored = sim.calculate("county", period=stored_period).values
+
+    # Counties should be identical - the 2025 request should return stored value
+    assert np.array_equal(
+        county_stored, county_2025
+    ), "County values should persist across periods when running over a dataset"
+
+    # Verify we got NYC counties, not Albany (the bug we're fixing)
+    from policyengine_us.variables.household.demographic.geographic.county.county_enum import (
+        County,
+    )
+
+    assert not np.any(
+        county_2025 == County.ALBANY_COUNTY_NY.index
+    ), "Should not fall back to Albany county"