Correct Ohio Works First initial income boundaries

changelog.d/history-oh-owf-fpg-2017.fixed.md

@@ -0,0 +1 @@
+Correct Ohio Works First initial-income eligibility to include the poverty-guideline boundary and use the exact 2016 household-size table at the existing July cutover.

policyengine_us/tests/policy/baseline/gov/states/oh/odjfs/owf/oh_owf_fpg.yaml

@@ -2,9 +2,7 @@
 # For 2024-01 (January): month < 7, uses July 1, 2023 FPL
 # 2023 FPL (contiguous US): first_person = $14,580, additional_person = $5,140
 #
-# NOTE: Cannot test July+ periods because PolicyEngine test system only supports
-# 2024-01 (first month) or 2024 (whole year) formats. The July 1 effective date
-# logic in the variable is correct, but tests must use January periods.
+# Non-January controls below explicitly key YEAR-defined inputs by year.
 
 - name: Case 1, January 2024 one person uses 2023 FPL.
   period: 2024-01
@@ -71,3 +69,97 @@
     # 2024 FPL: 15,060 + 5,380 * 2 = 25,820
     # Monthly: 25,820 / 12 = 2,151.67
     oh_owf_fpg: 2_151.67
+
+- name: Case 7, Source-bound 2017 January literal guideline rows and extensions.
+  period: 2017-01
+  absolute_error_margin: 0.01
+  input:
+    spm_unit_size: [1, 2, 3, 4, 5, 6, 7, 8, 9, 10]
+    state_code: [OH, OH, OH, OH, OH, OH, OH, OH, OH, OH]
+  output:
+    # HHS 81 FR 4036: eight literal 2016 annual rows; add $4,160 only after 8.
+    # ORC 5107.10(D)(2), effective 2013: January 2017 still uses 2016 guidelines.
+    oh_owf_fpg: [990, 1_335, 1_680, 2_025, 2_370, 2_715, 3_060.833333, 3_407.5, 3_754.166667, 4_100.833333]
+
+- name: Case 8, June 2017 uses the exact prior guideline with current household size.
+  period: 2017-06
+  absolute_error_margin: 0.01
+  input:
+    spm_unit_size:
+      2016: [1, 1, 1, 1]
+      2017: [1, 3, 8, 9]
+    state_code:
+      2017: [OH, OH, OH, OH]
+  output:
+    # The July date selects the guideline, not prior-year household membership.
+    oh_owf_fpg: [990, 1_680, 3_407.5, 3_754.166667]
+
+- name: Case 9, July 2017 leaves the literal 2016 table and preserves monthly arithmetic.
+  period: 2017-07
+  absolute_error_margin: 0.01
+  input:
+    spm_unit_size:
+      2017: [3, 8, 9]
+    state_code:
+      2017: [OH, OH, OH]
+  output:
+    # Existing 2017 linear parameters: ($12,060 + $4,180 x (size - 1)) / 12.
+    # This is a compatibility control, not a new legal audit of the 2017 table.
+    oh_owf_fpg: [1_701.666667, 3_443.333333, 3_791.666667]
+
+- name: Case 10, June 2016 preserves the prior guideline arithmetic.
+  period: 2016-06
+  absolute_error_margin: 0.01
+  input:
+    spm_unit_size:
+      2016: [3, 8]
+    state_code:
+      2016: [OH, OH]
+  output:
+    # Existing 2015 parameters; preservation rather than fresh certification.
+    oh_owf_fpg: [1_674.166667, 3_407.5]
+
+- name: Case 11, July 2016 starts the literal guideline window.
+  period: 2016-07
+  absolute_error_margin: 0.01
+  input:
+    spm_unit_size:
+      2016: 3
+    state_code:
+      2016: OH
+  output:
+    # The statutory July adoption follows the HHS January 2016 notice.
+    oh_owf_fpg: 1_680
+
+- name: Case 12, invalid household sizes preserve the prior monthly fallback.
+  period: 2017-01
+  absolute_error_margin: 0.01
+  input:
+    # Component compatibility inputs, not demographic household claims.
+    spm_unit_size: [0, -1, 3]
+    state_code: [OH, OH, OH]
+  output:
+    oh_owf_fpg: [643.333333, 296.666667, 1_680]
+
+- name: Case 13, mixed geography placeholders preserve the prior monthly fallback.
+  period: 2017-01
+  absolute_error_margin: 0.01
+  input:
+    # Deliberate component geography overrides; no Ohio/territory policy claim.
+    spm_unit_size: [3, 3, 3, 3]
+    state_code: [OH, OH, OH, OH]
+    state_group_str: [CONTIGUOUS_US, GU, PR, VI]
+  output:
+    # Territories retain existing zero placeholders, not published HHS amounts.
+    oh_owf_fpg: [1_680, 0, 0, 0]
+
+- name: Case 14, annual 2017 FPG component aggregates both July-selected schedules.
+  period: 2017
+  absolute_error_margin: 0.01
+  input:
+    spm_unit_size: 3
+    state_code: OH
+  output:
+    # Six months x $1,680 plus six x ($20,420 / 12) = $20,290.
+    # FPG component only; no annual cash or complete eligibility claim.
+    oh_owf_fpg: 20_290

policyengine_us/tests/policy/baseline/gov/states/oh/odjfs/owf/oh_owf_initial_income_eligible.yaml

@@ -1,12 +1,13 @@
 # Edge case tests for oh_owf_initial_income_eligible
-# Tests initial income eligibility: gross income < (FPG * 50%)
+# Tests initial income eligibility: gross income <= (FPG * 50%)
 #
 # Formula inputs:
 # - tanf_gross_earned_income + tanf_gross_unearned_income = gross income
 # - oh_owf_fpg (monthly federal poverty guideline)
 # - income_limit_rate = 0.5 (50% of FPL)
 #
-# Uses strict less than (<), so income at threshold is NOT eligible
+# ORC 5107.10(D)(1)(a)-(b) allows equality at this initial gross-income gate.
+# The separate countable-income/payment-standard comparison remains strict.
 
 - name: Case 1, zero income is eligible.
   period: 2025-01
@@ -42,17 +43,16 @@
     # 850 < 851.67 = true
     oh_owf_initial_income_eligible: true
 
-- name: Case 4, income exactly at 50 percent FPL threshold is not eligible.
+- name: Case 4, income exactly at 50 percent FPL threshold is eligible.
   period: 2025-01
-  absolute_error_margin: 0.01
   input:
     tanf_gross_earned_income: 851.665
     tanf_gross_unearned_income: 0
     oh_owf_fpg: 1_703.33
     state_code: OH
   output:
-    # 851.665 is NOT < 851.665 (strict less than)
-    oh_owf_initial_income_eligible: false
+    # 851.665 equals the supplied component FPG times 50%; equality is allowed.
+    oh_owf_initial_income_eligible: true
 
 - name: Case 5, income one cent above threshold is not eligible.
   period: 2025-01
@@ -78,16 +78,15 @@
 
 - name: Case 7, single person household threshold test.
   period: 2025-01
-  absolute_error_margin: 0.01
   input:
     tanf_gross_earned_income: 627.5
     tanf_gross_unearned_income: 0
     oh_owf_fpg: 1_255  # Single person monthly FPG (15060/12)
     state_code: OH
   output:
     # Threshold = 1255 * 0.5 = 627.5
-    # 627.5 is NOT < 627.5 (strict less than)
-    oh_owf_initial_income_eligible: false
+    # 627.5 equals the supplied component FPG times 50%; equality is allowed.
+    oh_owf_initial_income_eligible: true
 
 - name: Case 8, single person just below threshold is eligible.
   period: 2025-01
@@ -158,3 +157,75 @@
     # Threshold = 3496.67 * 0.5 = 1748.335
     # 1748.34 is NOT < 1748.335 (strict less than)
     oh_owf_initial_income_eligible: false
+
+- name: Case 14, Source-bound 2017 isolated inclusive initial-gross component.
+  period: 2017-01
+  input:
+    # Component fixture deliberately supplies the source FPG to isolate <=.
+    tanf_gross_earned_income: 840
+    tanf_gross_unearned_income: 0
+    oh_owf_fpg: 1_680
+    state_code: OH
+  output:
+    # ORC 5107.10(D)(1)(a)-(b): adjusted gross income not exceeding 50% passes.
+    oh_owf_initial_income_eligible: true
+
+- name: Case 15, Source-bound 2017 actual wages of 841 test initial-gross boundary.
+  period: 2017-01
+  input:
+    people:
+      person1:
+        age: 35
+        employment_income_before_lsr:
+          2017: 10_092
+      person2:
+        age: 8
+        is_tax_unit_dependent: true
+      person3:
+        age: 5
+        is_tax_unit_dependent: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: OH
+  output:
+    # First-time applicant; constant actual wages $841/month, no required gross
+    # exclusions. This checks only the initial financial gate, not cash/enrollment.
+    # Source FPG $20,160/year / 12 = $1,680; half is exactly $840.
+    oh_owf_initial_income_eligible: false
+    oh_owf_fpg: 1_680
+    tanf_gross_earned_income: [841, 0, 0]
+    tanf_gross_unearned_income: [0, 0, 0]
+
+- name: Case 16, Source-bound 2017 actual wages of 840 test initial-gross boundary.
+  period: 2017-01
+  input:
+    people:
+      person1:
+        age: 35
+        employment_income_before_lsr:
+          2017: 10_080
+      person2:
+        age: 8
+        is_tax_unit_dependent: true
+      person3:
+        age: 5
+        is_tax_unit_dependent: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: OH
+  output:
+    # First-time applicant; constant actual wages $840/month, no required gross
+    # exclusions. This checks only the initial financial gate, not cash/enrollment.
+    # Source FPG $20,160/year / 12 = $1,680; half is exactly $840.
+    oh_owf_initial_income_eligible: true
+    oh_owf_fpg: 1_680
+    tanf_gross_earned_income: [840, 0, 0]
+    tanf_gross_unearned_income: [0, 0, 0]

policyengine_us/variables/gov/states/oh/odjfs/owf/eligibility/oh_owf_initial_income_eligible.py

@@ -8,6 +8,10 @@ class oh_owf_initial_income_eligible(Variable):
     definition_period = MONTH
     defined_for = StateCode.OH
     reference = (
+        "https://codes.ohio.gov/ohio-revised-code/section-5107.10/9-29-2013",
+        "https://codes.ohio.gov/ohio-revised-code/section-5107.10/9-29-2017",
+        "https://codes.ohio.gov/ohio-revised-code/section-5107.10/9-30-2021",
+        "https://codes.ohio.gov/ohio-revised-code/section-5107.10",
         "https://codes.ohio.gov/ohio-administrative-code/rule-5101:1-23-20",
         "https://dam.assets.ohio.gov/image/upload/jfs.ohio.gov/OWF/tanf/2024%20TANF%20State%20Plan%20Combined.pdf#page=4",
     )
@@ -25,6 +29,6 @@ def formula(spm_unit, period, parameters):
         p = parameters(period).gov.states.oh.odjfs.owf.initial_eligibility
         income_limit = fpg * p.income_limit_rate
 
-        # Initial eligibility test: gross income must be below limit
-        # Per ORC 5107.10(D)(1) and ODJFS Payment Standards Table
-        return gross_income < income_limit
+        # ORC 5107.10(D)(1)(a)-(b) permits initial gross income at the limit.
+        # The separate countable-income/payment-standard test remains strict.
+        return gross_income <= income_limit

policyengine_us/variables/gov/states/oh/odjfs/owf/oh_owf_fpg.py

@@ -1,4 +1,5 @@
 from policyengine_us.model_api import *
+from policyengine_us.variables.gov.hhs.tax_unit_fpg import fpg
 
 
 class oh_owf_fpg(Variable):
@@ -11,6 +12,8 @@ class oh_owf_fpg(Variable):
     reference = (
         "https://dam.assets.ohio.gov/image/upload/jfs.ohio.gov/OWF/tanf/2024%20TANF%20State%20Plan%20Combined.pdf#page=4",
         "https://codes.ohio.gov/ohio-revised-code/section-5107.10",  # (D)(2)
+        "https://codes.ohio.gov/ohio-revised-code/section-5107.10/9-29-2013",
+        "https://www.govinfo.gov/content/pkg/FR-2016-01-25/pdf/2016-01450.pdf#page=1",
     )
 
     def formula(spm_unit, period, parameters):
@@ -29,4 +32,19 @@ def formula(spm_unit, period, parameters):
         p_fpg = parameters(instant_str).gov.hhs.fpg
         p1 = p_fpg.first_person[state_group] / MONTHS_IN_YEAR
         pn = p_fpg.additional_person[state_group] / MONTHS_IN_YEAR
-        return p1 + pn * (n - 1)
+        monthly_fpg = p1 + pn * (n - 1)
+        table = parameters(instant_str).gov.hhs.fpg_table
+        if not table.in_effect:
+            return monthly_fpg
+
+        # Preserve the prior monthly operation order outside the source domain.
+        valid_size = (
+            np.isfinite(n) & (n >= table.min_household_size) & (n == np.floor(n))
+        )
+        has_table = np.isin(state_group, list(table.amount))
+        annual_fpg = fpg(n, state_group, instant_str, parameters)
+        return where(
+            valid_size & has_table,
+            annual_fpg / MONTHS_IN_YEAR,
+            monthly_fpg,
+        )