add test files

policyengine_us/parameters/gov/bankruptcy/dependent_expense.yaml

@@ -1,13 +1,13 @@
 description: The IRS limits the expense of dependent children education to this amount to each child under the chapter 7 bankruptcy means test.
 
 values:
-  2024-01-01: 2_275
+  2024-01-01: 189.58
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Dependent children education expense per child
   reference:
-    # The number $189.58 comes from line 28 of the form, multiply it by 12 and get the annual amount. 
+    # The number $189.58 only appears in line 28 of the form. 
     - title: Official Form 122A-2 Chapter 7 Means Test Calculation
       href: https://www.cacb.uscourts.gov/sites/cacb/files/documents/forms/122A2.pdf#page=6

policyengine_us/parameters/gov/bankruptcy/local_standards/vehicle_operation/ownership_costs.yaml

@@ -7,7 +7,7 @@ description: The IRS limits the ownership costs by the local standards to this a
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Local standards of ownership costs 
   breakdown:
   - list(range(1,3))

policyengine_us/parameters/gov/bankruptcy/local_standards/vehicle_operation/public_transportation.yaml

@@ -5,7 +5,7 @@ values:
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Local standards of public transportation amount 
   reference:
     - title: Local standards -- Transportation

policyengine_us/parameters/gov/bankruptcy/local_standards/vehicle_operation/region_operating_costs/midwest.yaml

@@ -38,7 +38,7 @@ NONE:
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Local standards of operating costs amount
   breakdown:
   - midwest_county

policyengine_us/parameters/gov/bankruptcy/local_standards/vehicle_operation/region_operating_costs/northeast.yaml

@@ -28,7 +28,7 @@ NONE:
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Local standards of operating costs amount
   breakdown:
   - northeast_county

policyengine_us/parameters/gov/bankruptcy/local_standards/vehicle_operation/region_operating_costs/south.yaml

@@ -48,7 +48,7 @@ NONE:
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Local standards of operating costs amount
   breakdown:
   - south_county

policyengine_us/parameters/gov/bankruptcy/local_standards/vehicle_operation/region_operating_costs/west.yaml

@@ -53,7 +53,7 @@ NONE:
 
 metadata:
   unit: currency-USD
-  period: year
+  period: month
   label: Local standards of operating costs amount
   breakdown:
   - west_county

policyengine_us/tests/policy/baseline/gov/bankruptcy/chapter_7_bankruptcy_adjust_monthly_income.yaml

@@ -0,0 +1,17 @@
+- name: Case 1. 
+  period: 2024
+  input:
+    irs_employment_income: 100
+    alimony_income: 100
+    child_support_received: 100
+    partnership_s_corp_income: 100
+    farm_income: 100
+    farm_rent_income: 100
+    rental_income: 100
+    dividend_income: 100
+    interest_income: 100
+    unemployment_compensation: 100
+    pension_income: 100
+    retirement_distributions: 100
+  output:
+    chapter_7_bankruptcy_adjust_monthly_income: 1_200

policyengine_us/tests/policy/baseline/gov/bankruptcy/deductions/chapter_7_bankruptcy_additonal_expenses_deductions.yaml

@@ -0,0 +1,12 @@
+- name: Case 1, have housing cost and vehile mortgage expense. 
+  period: 2024-01
+  input:
+    health_insurance_premiums: 120
+    health_savings_account_payroll_contributions: 120
+    care_expenses: 0
+    k12_tuition_and_fees: 2_400
+    is_child_dependent: true
+    charitable_cash_donations: 0
+    charitable_non_cash_donations: 0
+  output:
+    chapter_7_bankruptcy_additonal_expenses_deductions: 209.58

policyengine_us/tests/policy/baseline/gov/bankruptcy/deductions/chapter_7_bankruptcy_debt_payment_deductions.yaml

@@ -0,0 +1,15 @@
+- name: Case 1, have housing cost and vehile mortgage expense. 
+  period: 2024-01
+  input:
+    housing_cost: 120
+    vehicle_mortgage_expense: 0   
+  output:
+    chapter_7_bankruptcy_debt_payment_deductions: 10
+
+- name: Case 2, both expenses are 0. 
+  period: 2024-01
+  input:
+    housing_cost: 0
+    vehicle_mortgage_expense: 0   
+  output:
+    chapter_7_bankruptcy_debt_payment_deductions: 0

policyengine_us/tests/policy/baseline/gov/bankruptcy/deductions/chapter_7_bankruptcy_local_standards_deductions.yaml

@@ -0,0 +1,13 @@
+- name: Case 1, have housing cost and vehile mortgage expense. 
+  period: 2024-01
+  input:
+    spm_unit_size: 3
+    state_code: CA
+    housing_cost: 22_800
+    has_a_vehicle_loan: true
+    vehicle_mortgage_expense: 7_200
+    public_transportation_expense: 230
+
+  output:
+    chapter_7_bankruptcy_local_standards_deductions: 978
+    # 716 + 28 + 19 + 215 

policyengine_us/tests/policy/baseline/gov/bankruptcy/deductions/chapter_7_bankruptcy_other_necessary_expenses_deductions.yaml

@@ -0,0 +1,24 @@
+- name: Case 1,  medical expense higher than medical deductions. 
+  period: 2024-01
+  input:
+    income_tax: 120
+    child_support_expense: 0   
+    childcare_expenses: 0 
+    chapter_7_bankruptcy_out_of_pocket_health_care_deduction: 100
+    medical_out_of_pocket_expenses: 220
+
+  output:
+    chapter_7_bankruptcy_other_necessary_expenses_deductions: 20
+
+- name: Case 2,  medical expense smaller than medical deductions. 
+  period: 2024-01
+  input:
+    income_tax: 120
+    child_support_expense: 0   
+    childcare_expenses: 0 
+    chapter_7_bankruptcy_out_of_pocket_health_care_deduction: 100
+    medical_out_of_pocket_expenses: 20
+
+  output:
+    chapter_7_bankruptcy_other_necessary_expenses_deductions: 10
+

policyengine_us/variables/gov/bankruptcy/chapter_7_bankruptcy_adjust_monthly_income.py

@@ -25,13 +25,13 @@ def formula(spm_unit, period, parameters):
             spm_unit, period, ["farm_rent_income", "rental_income"]
         )
         interest_and_dividends_income = add(
-            spm_unit, period, ["divident_income", "interest_income"]
+            spm_unit, period, ["dividend_income", "interest_income"]
         )
         unemployment_compensation = add(
             spm_unit, period, ["unemployment_compensation"]
         )
         pension_and_retirement_income = add(
-            spm_unit, period, ["pension_income", "retirement_distribution"]
+            spm_unit, period, ["pension_income", "retirement_distributions"]
         )
         total = (
             employment_income
@@ -43,4 +43,4 @@ def formula(spm_unit, period, parameters):
             + unemployment_compensation
             + pension_and_retirement_income
         )
-        return total / MONTHS_IN_YEAR
+        return total

policyengine_us/variables/gov/bankruptcy/chapter_7_bankruptcy_nonpriority_unsecured_debt.py

@@ -5,6 +5,6 @@ class chapter_7_bankruptcy_nonpriority_unsecured_debt(Variable):
     value_type = float
     entity = SPMUnit
     label = "Nonpriority unsecured debt"
-    definition_period = YEAR
+    definition_period = MONTH
     reference = "https://www.cacb.uscourts.gov/sites/cacb/files/documents/forms/122A2.pdf#page=9"
     documentation = "Line 41a in form 122A-2"

policyengine_us/variables/gov/bankruptcy/deductions/chapter_7_bankruptcy_additional_expense_deductions.py

@@ -16,7 +16,7 @@ def formula(spm_unit, period, parameters):
             spm_unit, period, ["health_savings_account_payroll_contributions"]
         )
 
-        care_expense = add(spm_unit, period, ["care_expeses"])
+        care_expense = add(spm_unit, period, ["care_expenses"])
         home_energy_costs = spm_unit.household(
             "current_home_energy_use", period
         )
@@ -33,12 +33,11 @@ def formula(spm_unit, period, parameters):
             period,
             ["charitable_cash_donations", "charitable_non_cash_donations"],
         )
-        total = (
+        return (
             health_insurance_expense
             + health_savings_account_expense
             + care_expense
             + home_energy_costs
             + adjust_education_expense
             + charitable_contributions
         )
-        return total / MONTHS_IN_YEAR

policyengine_us/variables/gov/bankruptcy/deductions/chapter_7_bankruptcy_debt_payment_deductions.py

@@ -13,5 +13,4 @@ def formula(spm_unit, period, parameters):
         vehicle_mortgage_expense = add(
             spm_unit, period, ["vehicle_mortgage_expense"]
         )
-        total = housing_expense + vehicle_mortgage_expense
-        return total / MONTHS_IN_YEAR
+        return housing_expense + vehicle_mortgage_expense

policyengine_us/variables/gov/bankruptcy/deductions/chapter_7_bankruptcy_local_standards_deductions.py

@@ -20,34 +20,31 @@ def formula(spm_unit, period, parameters):
         mortgage_or_rent_allowance = p.housing_and_utilities.mortgage_or_rent[
             state
         ][size]
-        monthly_housing_expense = (
-            add(spm_unit, period, ["housing_cost"]) / MONTHS_IN_YEAR
-        )
+        housing_expense = add(spm_unit, period, ["housing_cost"])
         net_mortgage_or_rent_expense = max_(
-            mortgage_or_rent_allowance - monthly_housing_expense, 0
+            mortgage_or_rent_allowance - housing_expense, 0
         )
 
-        qualify_vehicles_owned = add(spm_unit, period, ["is_vehicle_loaned"])
+        qualify_vehicles_owned = add(spm_unit, period, ["has_a_vehicle_loan"])
         qualify_vehicles_owned_cap = min_(
             qualify_vehicles_owned, p.vehicle_operation.vehicles_owned_cap
         )
         ownership_costs_allowance = p.vehicle_operation.ownership_costs[
             qualify_vehicles_owned_cap
         ]
-        vehicle_mortgage_expense = (
-            add(spm_unit, period, ["vehicle_mortgage_expense"])
-            / MONTHS_IN_YEAR
+        vehicle_mortgage_expense = add(
+            spm_unit, period, ["vehicle_mortgage_expense"]
         )
+
         net_vehicle_ownership_expense = max_(
             ownership_costs_allowance - vehicle_mortgage_expense, 0
         )
 
         public_transportation_allowance = (
             p.vehicle_operation.public_transportation
         )
-        public_transportation_expense = (
-            add(spm_unit, period, ["public_transportation_expense"])
-            / MONTHS_IN_YEAR
+        public_transportation_expense = add(
+            spm_unit, period, ["public_transportation_expense"]
         )
 
         have_one_ore_more_vehicles = qualify_vehicles_owned >= 1

policyengine_us/variables/gov/bankruptcy/deductions/chapter_7_bankruptcy_other_necessary_expenses_deductions.py

@@ -17,7 +17,7 @@ def formula(spm_unit, period, parameters):
         childcare_expenses = spm_unit("childcare_expenses", period)
 
         out_of_pocket_healthcare_allowance = spm_unit(
-            "chapter_7_bankruptcy_out_of_pocket_health_care_deductions", period
+            "chapter_7_bankruptcy_out_of_pocket_health_care_deduction", period
         )
         out_of_pocket_healthcare_expense = add(
             spm_unit, period, ["medical_out_of_pocket_expenses"]
@@ -28,10 +28,9 @@ def formula(spm_unit, period, parameters):
             0,
         )
 
-        total = (
+        return (
             income_tax
             + child_support_expense
             + childcare_expenses
             + additional_health_care_expenses
         )
-        return total / MONTHS_IN_YEAR

policyengine_us/variables/gov/bankruptcy/deductions/chapter_7_bankruptcy_vehicle_operation_expense_deduction.py

@@ -16,10 +16,10 @@ def formula(spm_unit, period, parameters):
 
         qualify_vehicles_owned = add(spm_unit, period, ["has_a_vehicle_loan"])
         qualify_vehicles_owned_cap = min_(qualify_vehicles_owned, 2)
-        northeast = spm_unit("northeast_county", period)
-        midwest = spm_unit("midwest_county", period)
-        south = spm_unit("south_county", period)
-        west = spm_unit("west_county", period)
+        northeast = spm_unit.household("northeast_county", period)
+        midwest = spm_unit.household("midwest_county", period)
+        south = spm_unit.household("south_county", period)
+        west = spm_unit.household("west_county", period)
         vehicle_operating_expense_northeast = p.northeast[northeast][
             qualify_vehicles_owned_cap
         ]