policyengine-us 1.465.0__py3-none-any.whl → 1.471.0__py3-none-any.whl

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

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

@@ -0,0 +1,77 @@
+# Oregon TANF Adjusted Income (OAR 461-001-0000, OAR 461-160-0160)
+# Adjusted income = countable income - (50% * gross earned income)
+# This is the income used for final benefit calculation
+
+- name: Zero income results in zero adjusted income
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_countable_income: 0
+    tanf_gross_earned_income: 0
+  output:
+    or_tanf_adjusted_income: 0
+
+- name: Only unearned income results in no disregard
+  # Countable income = $300 (all unearned)
+  # Gross earned = $0
+  # Earned income disregard = 50% * $0 = $0
+  # Adjusted income = $300 - $0 = $300
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_countable_income: 300
+    tanf_gross_earned_income: 0
+  output:
+    or_tanf_adjusted_income: 300
+
+- name: Only earned income gets 50% disregard
+  # Countable income = $1,000 (all earned)
+  # Gross earned = $1,000
+  # Earned income disregard = 50% * $1,000 = $500
+  # Adjusted income = $1,000 - $500 = $500
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_countable_income: 1_000
+    tanf_gross_earned_income: 1_000
+  output:
+    or_tanf_adjusted_income: 500
+
+- name: Mixed income with 50% earned income disregard
+  # Countable income = $800 (earned) + $200 (unearned) = $1,000
+  # Gross earned = $800
+  # Earned income disregard = 50% * $800 = $400
+  # Adjusted income = $1,000 - $400 = $600
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_countable_income: 1_000
+    tanf_gross_earned_income: 800
+  output:
+    or_tanf_adjusted_income: 600
+
+- name: Adjusted income cannot go below zero
+  # Countable income = $200
+  # Gross earned = $600
+  # Earned income disregard = 50% * $600 = $300
+  # Adjusted income = max($200 - $300, 0) = $0
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_countable_income: 200
+    tanf_gross_earned_income: 600
+  output:
+    or_tanf_adjusted_income: 0
+
+- name: Higher income scenario
+  # Countable income = $2,500
+  # Gross earned = $2,000
+  # Earned income disregard = 50% * $2,000 = $1,000
+  # Adjusted income = $2,500 - $1,000 = $1,500
+  period: 2024-01
+  input:
+    state_code: OR
+    or_tanf_countable_income: 2_500
+    tanf_gross_earned_income: 2_000
+  output:
+    or_tanf_adjusted_income: 1_500

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

@@ -0,0 +1,73 @@
+# Oregon TANF Adjusted Income Eligibility (OAR 461-155-0030(4)(a))
+# Tests adjusted income < adjusted income limit
+
+- name: Zero adjusted income is eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf_adjusted_income_eligible: true
+
+- name: Adjusted income below limit is eligible
+  # 3-person adjusted income limit = $485
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_adjusted_income: 400
+  output:
+    or_tanf_adjusted_income_eligible: true
+
+- name: Adjusted income just below limit is eligible
+  # 3-person adjusted income limit = $485
+  # $484 < $485 = eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_adjusted_income: 484
+  output:
+    or_tanf_adjusted_income_eligible: true
+
+- name: Adjusted income at limit is not eligible
+  # 3-person adjusted income limit = $485
+  # $485 >= $485 = not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_adjusted_income: 485
+  output:
+    or_tanf_adjusted_income_eligible: false
+
+- name: Adjusted income above limit is not eligible
+  # 3-person adjusted income limit = $485
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_adjusted_income: 500
+  output:
+    or_tanf_adjusted_income_eligible: false
+
+- name: Single person adjusted income test
+  # 1-person adjusted income limit = $326
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+    or_tanf_adjusted_income: 325
+  output:
+    or_tanf_adjusted_income_eligible: true
+
+- name: Large household with additional person increment
+  # 11-person adjusted income limit = $1,150 + $110 = $1,260
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_adjusted_income: 1_259
+  output:
+    or_tanf_adjusted_income_eligible: true

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

@@ -0,0 +1,272 @@
+# Oregon TANF Child Support Disregard (OAR 461-145-0080)
+# Disregard up to $50 per dependent child per month, max $200 per household
+# Note: child_support_received is a YEAR variable, so monthly amounts are multiplied by 12
+
+- name: No child support results in zero disregard
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 0
+      child:
+        age: 5
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+    households:
+      household:
+        members: [parent, child]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 0
+
+- name: One child with child support under per-child limit
+  # 1 child, child support = $30/month = $360/year
+  # Max disregard = 1 * $50 = $50
+  # Disregard = min($30, $50) = $30
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 360
+      child:
+        age: 5
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+    households:
+      household:
+        members: [parent, child]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 30
+
+- name: One child with child support at per-child limit
+  # 1 child, child support = $50/month = $600/year
+  # Max disregard = 1 * $50 = $50
+  # Disregard = min($50, $50) = $50
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 600
+      child:
+        age: 5
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+    households:
+      household:
+        members: [parent, child]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 50
+
+- name: One child with child support above per-child limit
+  # 1 child, child support = $100/month = $1,200/year
+  # Max disregard = 1 * $50 = $50
+  # Disregard = min($100, $50) = $50
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 1_200
+      child:
+        age: 5
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+    households:
+      household:
+        members: [parent, child]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 50
+
+- name: Two children with child support under total limit
+  # 2 children, child support = $80/month = $960/year
+  # Max disregard = 2 * $50 = $100
+  # Disregard = min($80, $100) = $80
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 960
+      child1:
+        age: 8
+        child_support_received: 0
+      child2:
+        age: 5
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 80
+
+- name: Four children hits household max
+  # 4 children, child support = $250/month = $3,000/year
+  # Max by children = 4 * $50 = $200
+  # Household max = $200
+  # Max disregard = min($200, $200) = $200
+  # Disregard = min($250, $200) = $200
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 3_000
+      child1:
+        age: 10
+        child_support_received: 0
+      child2:
+        age: 8
+        child_support_received: 0
+      child3:
+        age: 5
+        child_support_received: 0
+      child4:
+        age: 3
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2, child3, child4]
+    households:
+      household:
+        members: [parent, child1, child2, child3, child4]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 200
+
+- name: Five children still capped at household max
+  # 5 children, child support = $300/month = $3,600/year
+  # Max by children = 5 * $50 = $250
+  # Household max = $200
+  # Max disregard = min($250, $200) = $200
+  # Disregard = min($300, $200) = $200
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 30
+        child_support_received: 3_600
+      child1:
+        age: 12
+        child_support_received: 0
+      child2:
+        age: 10
+        child_support_received: 0
+      child3:
+        age: 8
+        child_support_received: 0
+      child4:
+        age: 5
+        child_support_received: 0
+      child5:
+        age: 3
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2, child3, child4, child5]
+    households:
+      household:
+        members: [parent, child1, child2, child3, child4, child5]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 200
+
+# Age 18 boundary test - 18-year-old is NOT a minor child for child support disregard
+
+- name: Age 18 not counted as minor child for disregard
+  # 1 minor child (age 17) + 1 adult child (age 18)
+  # Child support = $150/month = $1,800/year
+  # Only 1 minor child counts for disregard
+  # Max disregard = 1 * $50 = $50
+  # Disregard = min($150, $50) = $50
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 40
+        child_support_received: 1_800
+      child1:
+        age: 18
+        child_support_received: 0
+      child2:
+        age: 17
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 50
+
+- name: Age 17 counted as minor child - boundary test
+  # 1 minor child (age 17)
+  # Child support = $100/month = $1,200/year
+  # 1 minor child counts for disregard
+  # Max disregard = 1 * $50 = $50
+  # Disregard = min($100, $50) = $50
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 40
+        child_support_received: 1_200
+      child:
+        age: 17
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child]
+    households:
+      household:
+        members: [parent, child]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 50
+
+- name: All children age 18 or older - no minor children
+  # No minor children (both age 18+)
+  # Child support = $100/month = $1,200/year
+  # 0 minor children count for disregard
+  # Max disregard = 0 * $50 = $0
+  # Disregard = min($100, $0) = $0
+  period: 2024-01
+  input:
+    people:
+      parent:
+        age: 45
+        child_support_received: 1_200
+      child1:
+        age: 20
+        child_support_received: 0
+      child2:
+        age: 18
+        child_support_received: 0
+    spm_units:
+      spm_unit:
+        members: [parent, child1, child2]
+    households:
+      household:
+        members: [parent, child1, child2]
+        state_code: OR
+  output:
+    or_tanf_child_support_disregard: 0

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

@@ -0,0 +1,70 @@
+# Oregon TANF Countable Income (OAR 461-140-0010)
+# Countable income = gross earned income + (gross unearned income - child support disregard)
+
+- name: Zero gross income results in zero countable income
+  period: 2024-01
+  input:
+    state_code: OR
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 0
+    or_tanf_child_support_disregard: 0
+  output:
+    or_tanf_countable_income: 0
+
+- name: Only earned income counts fully in countable income
+  # Gross earned income = $1,000
+  # Gross unearned income = $0
+  # Child support disregard = $0
+  # Countable income = $1,000 + $0 = $1,000
+  period: 2024-01
+  input:
+    state_code: OR
+    tanf_gross_earned_income: 1_000
+    tanf_gross_unearned_income: 0
+    or_tanf_child_support_disregard: 0
+  output:
+    or_tanf_countable_income: 1_000
+
+- name: Only unearned income counts fully when no child support disregard
+  # Gross earned income = $0
+  # Gross unearned income = $300
+  # Child support disregard = $0
+  # Countable income = $0 + $300 = $300
+  period: 2024-01
+  input:
+    state_code: OR
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 300
+    or_tanf_child_support_disregard: 0
+  output:
+    or_tanf_countable_income: 300
+
+- name: Child support disregard reduces unearned income portion
+  # Gross earned income = $500
+  # Gross unearned income = $200 (child support)
+  # Child support disregard = $50
+  # Countable unearned = max($200 - $50, 0) = $150
+  # Countable income = $500 + $150 = $650
+  period: 2024-01
+  input:
+    state_code: OR
+    tanf_gross_earned_income: 500
+    tanf_gross_unearned_income: 200
+    or_tanf_child_support_disregard: 50
+  output:
+    or_tanf_countable_income: 650
+
+- name: Child support disregard cannot make unearned income negative
+  # Gross earned income = $0
+  # Gross unearned income = $30
+  # Child support disregard = $50 (greater than unearned income)
+  # Countable unearned = max($30 - $50, 0) = $0
+  # Countable income = $0 + $0 = $0
+  period: 2024-01
+  input:
+    state_code: OR
+    tanf_gross_earned_income: 0
+    tanf_gross_unearned_income: 30
+    or_tanf_child_support_disregard: 50
+  output:
+    or_tanf_countable_income: 0

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

@@ -0,0 +1,73 @@
+# Oregon TANF Countable Income Eligibility (OAR 461-155-0030(2)(a))
+# Tests countable income < countable income limit
+
+- name: Zero countable income is eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 0
+  output:
+    or_tanf_countable_income_eligible: true
+
+- name: Countable income below limit is eligible
+  # 3-person countable income limit = $616
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 500
+  output:
+    or_tanf_countable_income_eligible: true
+
+- name: Countable income just below limit is eligible
+  # 3-person countable income limit = $616
+  # $615 < $616 = eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 615
+  output:
+    or_tanf_countable_income_eligible: true
+
+- name: Countable income at limit is not eligible
+  # 3-person countable income limit = $616
+  # $616 >= $616 = not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 616
+  output:
+    or_tanf_countable_income_eligible: false
+
+- name: Countable income above limit is not eligible
+  # 3-person countable income limit = $616
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 700
+  output:
+    or_tanf_countable_income_eligible: false
+
+- name: Single person countable income test
+  # 1-person countable income limit = $345
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+    or_tanf_countable_income: 344
+  output:
+    or_tanf_countable_income_eligible: true
+
+- name: Large household with additional person increment
+  # 11-person countable income limit = $1,209 + $125 = $1,334
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_countable_income: 1_333
+  output:
+    or_tanf_countable_income_eligible: true

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

@@ -0,0 +1,47 @@
+# Oregon TANF ELI (Exit Limit Increase) Eligibility
+# ELI applies when: currently enrolled in TANF AND has earned income
+
+- name: Not enrolled, no earned income - not ELI eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_tanf_enrolled: false
+    employment_income_before_lsr: 0
+  output:
+    or_tanf_eli_eligible: false
+
+- name: Not enrolled, has earned income - not ELI eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_tanf_enrolled: false
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_eli_eligible: false
+
+- name: Enrolled, no earned income - not ELI eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_tanf_enrolled: true
+    employment_income_before_lsr: 0
+  output:
+    or_tanf_eli_eligible: false
+
+- name: Enrolled with earned income - ELI eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_tanf_enrolled: true
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_eli_eligible: true
+
+- name: Enrolled with self-employment income - ELI eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_tanf_enrolled: true
+    self_employment_income_before_lsr: 3_600
+  output:
+    or_tanf_eli_eligible: true