Guard county-keyed lookups in VT renter credit, MN CCAP, WI Shares and MD CCS

changelog.d/fix-county-lookup-guards.fixed.md

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+Stop the Vermont renter credit from crashing on out-of-state households and on tax units over eight people, and all four programs (Vermont renter credit, Minnesota CCAP, Wisconsin Shares and Maryland CCS) from crashing on an in-state household whose county is UNKNOWN or belongs to another state, including counties supplied as UTF-8 bytes. Vermont tax units larger than eight people use the eight-person income limits and fair market rent as the Department of Taxes calculators do.

policyengine_us/parameters/gov/states/vt/tax/income/credits/renter/max_household_size.yaml

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+description: Vermont applies the renter credit income limits and fair market rents for this household size to larger households.
+# The income limit and fair market rent tables run through family size 8. The
+# Department of Taxes' renter credit calculators use Calculator sheet cells
+# G10-G12 in 2021-2022 and G11-G13 in 2023-2025. The income limit lookups use
+# IF(Household_Size>8,8,Household_Size), and the calculators accept family sizes
+# 1 through 10. Their credit amount lookup caps the size at 4, which the fair
+# market rent table already reflects by repeating the 4-person value through
+# size 8.
+values:
+  2021-01-01: 8
+metadata:
+  unit: person
+  period: year
+  label: Vermont renter credit maximum household size
+  reference:
+    - title: 2025 Renter Credit Website Calculator (Calculator sheet, cells G11-G13)
+      href: https://tax.vermont.gov/sites/tax/files/documents/2025%20Renter%20Credit%20Website%20Calculator.xlsx
+    - title: 2024 Renter Credit Website Calculator (Calculator sheet, cells G11-G13)
+      href: https://tax.vermont.gov/sites/tax/files/documents/2024%20Renter%20Credit%20Website%20Calculator.xlsx
+    - title: 2023 Renter Credit Website Calculator (Calculator sheet, cells G11-G13)
+      href: https://web.archive.org/web/20250526044955/https://tax.vermont.gov/sites/tax/files/documents/2023%20Renter%20Credit%20Website%20Calculator_1.xlsx
+    - title: 2022 Renter Credit Website Calculator (Calculator sheet, cells G10-G12)
+      href: https://tax.vermont.gov/sites/tax/files/documents/2022%20Renter%20Credit%20Website%20Calculator_1.xlsx
+    - title: 2021 Renter Credit Website Calculator (Calculator sheet, cells G10-G12)
+      href: https://tax.vermont.gov/sites/tax/files/documents/2021%20Renter%20Credit%20Website%20Calculator_8.xlsx

policyengine_us/tests/policy/baseline/gov/states/md/msde/ccs/md_ccs_payment_rate.yaml

@@ -247,3 +247,179 @@
     # Negative hours -> 0 units from the bracket -> select default UNIT_1.
     # Region X, Center, REGULAR (age 5), UNIT_3 base $381/week x 1/3 = $127/week
     md_ccs_payment_rate: [0, 127]
+
+- name: Informal provider, unknown-county and out-of-state households in one simulation with a Montgomery County household.
+  # defined_for masks the output but the formula still runs over every
+  # household in the simulation. Before the UNKNOWN guard, the Maryland
+  # household with an UNKNOWN county reached the county-keyed informal rate
+  # table and raised ParameterNotFoundError.
+  period: 2026-01
+  absolute_error_margin: 0.1
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+      person3:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person4:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+      person5:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person6:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+    tax_units:
+      tax_unit1:
+        members: [person1, person2]
+      tax_unit2:
+        members: [person3, person4]
+      tax_unit3:
+        members: [person5, person6]
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+      spm_unit2:
+        members: [person3, person4]
+      spm_unit3:
+        members: [person5, person6]
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: MD
+        county: MONTGOMERY_COUNTY_MD
+      household2:
+        members: [person3, person4]
+        state_code: MD
+        county: UNKNOWN
+      household3:
+        members: [person5, person6]
+        state_code: VA
+        county: FAIRFAX_COUNTY_VA
+  output:
+    # person2: informal, Montgomery, REGULAR (age 3), UNIT_1 (2 hours):
+    #   $177 / 3 = $59/week.
+    # person4: UNKNOWN county falls back to Allegany, informal REGULAR
+    #   UNIT_1: $83 / 3 = $27.67/week.
+    # person6: Virginia; defined_for zeroes the result.
+    md_ccs_payment_rate: [0, 59, 0, 27.67, 0, 0]
+
+- name: Maryland household with a Virginia county uses Allegany in a mixed simulation
+  # Keep a normal Maryland household present so the vectorized formula runs
+  # for the household whose county belongs to another state.
+  period: 2026-01
+  absolute_error_margin: 0.1
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+      person3:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person4:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+    tax_units:
+      tax_unit1:
+        members: [person1, person2]
+      tax_unit2:
+        members: [person3, person4]
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+      spm_unit2:
+        members: [person3, person4]
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: MD
+        county: MONTGOMERY_COUNTY_MD
+      household2:
+        members: [person3, person4]
+        state_code: MD
+        county: FAIRFAX_COUNTY_VA
+  output:
+    # person2: informal, Montgomery, REGULAR (age 3), UNIT_1 (2 hours):
+    #   $177 / 3 = $59/week.
+    # person4: the Virginia county falls back to Allegany, informal REGULAR,
+    #   UNIT_1: $83 / 3 = $27.67/week.
+    md_ccs_payment_rate: [0, 59, 0, 27.67]
+
+- name: UTF-8 byte counties preserve the Maryland rate in a mixed-state simulation
+  # !!binary preserves bytes, including the UTF-8 Ñ in DOÑA_ANA_COUNTY_NM.
+  period: 2026-01
+  absolute_error_margin: 0.1
+  input:
+    people:
+      person1:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+      person3:
+        age: 30
+        employment_income: 40_000
+        is_tax_unit_head_or_spouse: true
+      person4:
+        age: 3
+        is_tax_unit_dependent: true
+        immigration_status: CITIZEN
+        childcare_hours_per_day: 2
+        md_ccs_provider_type: INFORMAL
+    tax_units:
+      tax_unit1:
+        members: [person1, person2]
+      tax_unit2:
+        members: [person3, person4]
+    spm_units:
+      spm_unit1:
+        members: [person1, person2]
+      spm_unit2:
+        members: [person3, person4]
+    households:
+      household1:
+        members: [person1, person2]
+        state_code: MD
+        county_str: !!binary TU9OVEdPTUVSWV9DT1VOVFlfTUQ=  # MONTGOMERY_COUNTY_MD
+      household2:
+        members: [person3, person4]
+        state_code: NM
+        county_str: !!binary RE/DkUFfQU5BX0NPVU5UWV9OTQ==  # DOÑA_ANA_COUNTY_NM
+  output:
+    # Montgomery informal regular UNIT_1: $177 / 3 = $59 per week.
+    md_ccs_payment_rate: [0, 59, 0, 0]

policyengine_us/tests/policy/baseline/gov/states/mn/dcyf/ccap/mn_ccap_provider_rate.yaml

@@ -241,3 +241,99 @@
         county: MILWAUKEE_COUNTY_WI
   output:
     mn_ccap_provider_rate: 0
+
+- name: Case 13, unknown-county and out-of-state households in one simulation with a Becker County household.
+  # defined_for masks the output but the formula still runs over every
+  # household in the simulation. Before the UNKNOWN guard, the Minnesota
+  # household with an UNKNOWN county reached the county-keyed rate tables and
+  # raised ParameterNotFoundError.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+      person2:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+      person3:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+    households:
+      household1:
+        members: [person1]
+        state_code: MN
+        county: BECKER_COUNTY_MN
+      household2:
+        members: [person2]
+        state_code: MN
+        county: UNKNOWN
+      household3:
+        members: [person3]
+        state_code: WI
+        county: MILWAUKEE_COUNTY_WI
+  output:
+    # person1: Becker family infant weekly 205 -> 205 * 52 / 12 = 888.33.
+    # person2: UNKNOWN county falls back to Hennepin, family infant weekly
+    #   250 -> 250 * 52 / 12 = 1,083.33.
+    # person3: Wisconsin; defined_for zeroes the result.
+    mn_ccap_provider_rate: [888.33, 1_083.33, 0]
+
+- name: Case 14, Minnesota household with a Wisconsin county falls back to Hennepin alongside a Becker County household.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+      person2:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+    households:
+      household1:
+        members: [person1]
+        state_code: MN
+        county: BECKER_COUNTY_MN
+      household2:
+        members: [person2]
+        state_code: MN
+        county: MILWAUKEE_COUNTY_WI
+  output:
+    # person1: Becker family infant weekly 205 * 52 / 12 = 888.33.
+    # person2: Wisconsin county falls back to Hennepin, family infant weekly
+    #   250 * 52 / 12 = 1,083.33.
+    mn_ccap_provider_rate: [888.33, 1_083.33]
+
+- name: UTF-8 byte counties preserve the Minnesota rate in a mixed-state simulation
+  # !!binary preserves bytes, including the UTF-8 Ñ in DOÑA_ANA_COUNTY_NM.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person1:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+      person2:
+        age: 0
+        childcare_hours_per_week: 45
+        mn_ccap_provider_type: FAMILY_CHILD_CARE
+    households:
+      household1:
+        members: [person1]
+        state_code: MN
+        county_str: !!binary QkVDS0VSX0NPVU5UWV9NTg==  # BECKER_COUNTY_MN
+      household2:
+        members: [person2]
+        state_code: NM
+        county_str: !!binary RE/DkUFfQU5BX0NPVU5UWV9OTQ==  # DOÑA_ANA_COUNTY_NM
+  output:
+    # Becker family infant weekly $205 * 52 / 12 = $888.33 per month.
+    mn_ccap_provider_rate: [888.33, 0]