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_eli_income_eligible.yaml

@@ -0,0 +1,75 @@
+# Oregon TANF ELI Income Eligibility (OAR 461-155-0030(3))
+# Tests countable income < (payment standard × 2)
+
+- name: Zero countable income passes ELI test
+  # 3-person ELI limit = $506 × 2 = $1,012
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 0
+  output:
+    or_tanf_eli_income_eligible: true
+
+- name: Countable income below ELI limit is eligible
+  # 3-person ELI limit = $506 × 2 = $1,012
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 800
+  output:
+    or_tanf_eli_income_eligible: true
+
+- name: Countable income just below ELI limit is eligible
+  # 3-person ELI limit = $506 × 2 = $1,012
+  # $1,011 < $1,012 = eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 1_011
+  output:
+    or_tanf_eli_income_eligible: true
+
+- name: Countable income at ELI limit is not eligible
+  # 3-person ELI limit = $506 × 2 = $1,012
+  # $1,012 >= $1,012 = not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 1_012
+  output:
+    or_tanf_eli_income_eligible: false
+
+- name: Countable income above ELI limit is not eligible
+  # 3-person ELI limit = $506 × 2 = $1,012
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 1_100
+  output:
+    or_tanf_eli_income_eligible: false
+
+- name: Single person ELI test
+  # 1-person ELI limit = $339 × 2 = $678
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+    or_tanf_countable_income: 677
+  output:
+    or_tanf_eli_income_eligible: true
+
+- name: Large household ELI test with additional person increment
+  # 11-person payment standard = $1,204 + $110 = $1,314
+  # ELI limit = $1,314 × 2 = $2,628
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_countable_income: 2_627
+  output:
+    or_tanf_eli_income_eligible: true

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

@@ -0,0 +1,68 @@
+# Oregon TANF Overall Eligibility (OAR 461-135-0070)
+# Requires: demographic eligibility + citizenship + income eligibility + resources eligibility
+
+- name: All eligibility criteria met is eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: true
+
+- name: Not demographic eligible is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: false
+
+- name: No citizen or legal immigrant is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: false
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: false
+
+- name: Not income eligible is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: false
+    or_tanf_resources_eligible: true
+  output:
+    or_tanf_eligible: false
+
+- name: Not resources eligible is not eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: true
+    is_citizen_or_legal_immigrant: true
+    or_tanf_income_eligible: true
+    or_tanf_resources_eligible: false
+  output:
+    or_tanf_eligible: false
+
+- name: Multiple eligibility failures
+  period: 2024-01
+  input:
+    state_code: OR
+    is_demographic_tanf_eligible: false
+    is_citizen_or_legal_immigrant: false
+    or_tanf_income_eligible: false
+    or_tanf_resources_eligible: false
+  output:
+    or_tanf_eligible: false

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

@@ -0,0 +1,211 @@
+# Oregon TANF Income Eligibility (OAR 461-160-0100)
+# Standard test: countable income < countable limit AND adjusted income < adjusted limit
+# ELI test (for enrolled recipients with earned income): countable income < ELI limit (2 × payment standard)
+
+- name: Zero income passes both tests
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 0
+    or_tanf_adjusted_income: 0
+  output:
+    or_tanf_income_eligible: true
+
+- name: Countable income below limit and adjusted income below limit is eligible
+  # 3-person household:
+  # Countable income limit = $616
+  # Adjusted income limit = $485
+  # Countable income ($400) < $616 - passes
+  # Adjusted income ($300) < $485 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 400
+    or_tanf_adjusted_income: 300
+  output:
+    or_tanf_income_eligible: true
+
+- name: Countable income at or above limit is ineligible
+  # 3-person household:
+  # Countable income limit = $616
+  # Adjusted income limit = $485
+  # Countable income ($616) >= $616 - fails
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 616
+    or_tanf_adjusted_income: 300
+  output:
+    or_tanf_income_eligible: false
+
+- name: Adjusted income at or above limit is ineligible
+  # 3-person household:
+  # Countable income limit = $616
+  # Adjusted income limit = $485
+  # Countable income ($500) < $616 - passes
+  # Adjusted income ($485) >= $485 - fails
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 500
+    or_tanf_adjusted_income: 485
+  output:
+    or_tanf_income_eligible: false
+
+- name: Just below both limits is eligible
+  # 3-person household:
+  # Countable income ($615) < $616 - passes
+  # Adjusted income ($484) < $485 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    or_tanf_countable_income: 615
+    or_tanf_adjusted_income: 484
+  output:
+    or_tanf_income_eligible: true
+
+- name: Single person household income test
+  # 1-person household:
+  # Countable income limit = $345
+  # Adjusted income limit = $326
+  # Countable income ($300) < $345 - passes
+  # Adjusted income ($250) < $326 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+    or_tanf_countable_income: 300
+    or_tanf_adjusted_income: 250
+  output:
+    or_tanf_income_eligible: true
+
+# ELI (Exit Limit Increase) test cases
+# ELI applies when enrolled in TANF AND has earned income
+# ELI limit = payment_standard × eli_multiplier (2)
+
+- name: ELI eligible - income above standard limit but below ELI limit
+  # 3-person household:
+  # Standard countable limit = $616
+  # ELI limit = $506 × 2 = $1,012
+  # Countable income ($800) > $616 (fails standard) but < $1,012 (passes ELI)
+  # With ELI, family remains eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 800
+    or_tanf_adjusted_income: 500
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: true
+
+- name: ELI eligible - income at ELI limit is ineligible
+  # 3-person household:
+  # ELI limit = $506 × 2 = $1,012
+  # Countable income ($1,012) >= $1,012 - fails ELI test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 1_012
+    or_tanf_adjusted_income: 600
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: false
+
+- name: ELI eligible - income just below ELI limit is eligible
+  # 3-person household:
+  # ELI limit = $506 × 2 = $1,012
+  # Countable income ($1,011) < $1,012 - passes ELI test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 1_011
+    or_tanf_adjusted_income: 600
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: true
+
+- name: Not ELI eligible - enrolled but no earned income uses standard test
+  # 3-person household with only unearned income (not ELI eligible)
+  # Standard countable limit = $616
+  # Countable income ($700) >= $616 - fails standard test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: true
+    or_tanf_countable_income: 700
+    or_tanf_adjusted_income: 400
+  output:
+    or_tanf_income_eligible: false
+
+- name: Not enrolled with earned income - uses standard test not ELI
+  # New applicant (not enrolled) with earned income
+  # ELI does NOT apply to new applicants
+  # Standard countable limit = $616
+  # Countable income ($700) >= $616 - fails standard test
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+    is_tanf_enrolled: false
+    or_tanf_countable_income: 700
+    or_tanf_adjusted_income: 400
+    employment_income_before_lsr: 6_000
+  output:
+    or_tanf_income_eligible: false
+
+# Household size > 10 (additional person increment tests)
+
+- name: Eleven person household income test with additional person increment
+  # 11-person household:
+  # Countable income limit = $1,209 (size 10) + $125 = $1,334
+  # Adjusted income limit = $1,150 (size 10) + $110 = $1,260
+  # Countable income ($1,200) < $1,334 - passes
+  # Adjusted income ($1,100) < $1,260 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_countable_income: 1_200
+    or_tanf_adjusted_income: 1_100
+  output:
+    or_tanf_income_eligible: true
+
+- name: Twelve person household income test
+  # 12-person household:
+  # Countable income limit = $1,209 + 2 × $125 = $1,459
+  # Adjusted income limit = $1,150 + 2 × $110 = $1,370
+  # Countable income ($1,400) < $1,459 - passes
+  # Adjusted income ($1,300) < $1,370 - passes
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 12
+    or_tanf_countable_income: 1_400
+    or_tanf_adjusted_income: 1_300
+  output:
+    or_tanf_income_eligible: true
+
+- name: Eleven person household fails adjusted income test
+  # 11-person household:
+  # Adjusted income limit = $1,150 + $110 = $1,260
+  # Adjusted income ($1,260) >= $1,260 - fails
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+    or_tanf_countable_income: 1_200
+    or_tanf_adjusted_income: 1_260
+  output:
+    or_tanf_income_eligible: false

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

@@ -0,0 +1,68 @@
+# Oregon TANF Payment Standards (OAR 461-155-0030)
+# Monthly payment standards for benefit groups containing an adult
+# Values effective since July 1, 2011
+
+- name: Single person household gets $339 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 1
+  output:
+    or_tanf_payment_standard: 339
+
+- name: Two person household gets $432 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 2
+  output:
+    or_tanf_payment_standard: 432
+
+- name: Three person household gets $506 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 3
+  output:
+    or_tanf_payment_standard: 506
+
+- name: Four person household gets $621 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 4
+  output:
+    or_tanf_payment_standard: 621
+
+- name: Five person household gets $721 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 5
+  output:
+    or_tanf_payment_standard: 721
+
+- name: Six person household gets $833 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 6
+  output:
+    or_tanf_payment_standard: 833
+
+- name: Ten person household gets $1,204 monthly payment standard
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 10
+  output:
+    or_tanf_payment_standard: 1_204
+
+- name: Eleven person household gets payment standard with additional increment
+  # Size 10 ($1,204) + $110 increment = $1,314
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_size: 11
+  output:
+    or_tanf_payment_standard: 1_314

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

@@ -0,0 +1,37 @@
+# Oregon TANF Resources Eligibility (OAR 461-160-0015)
+# Resource limit: $10,000
+
+- name: Zero resources is eligible
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 0
+  output:
+    or_tanf_resources_eligible: true
+
+- name: Resources below limit is eligible
+  # Countable resources ($5,000) <= $10,000 limit
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 5_000
+  output:
+    or_tanf_resources_eligible: true
+
+- name: Resources at limit is eligible
+  # Countable resources ($10,000) <= $10,000 limit
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 10_000
+  output:
+    or_tanf_resources_eligible: true
+
+- name: Resources above limit is not eligible
+  # Countable resources ($10,001) > $10,000 limit
+  period: 2024-01
+  input:
+    state_code: OR
+    spm_unit_assets: 10_001
+  output:
+    or_tanf_resources_eligible: false

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

@@ -37,11 +37,31 @@ def split_into_batches(
     if exclude is None:
         exclude = []
 
-    # Special handling for contrib tests - each folder is its own batch
+    # 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
-        # Exclude specified directories
+        # 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
@@ -50,25 +70,100 @@ def split_into_batches(
             ]
         )
 
-        # 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 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"

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
+        )