Merge pull request #589 from Gary-Community-Ventures/dev

Release 10/11/2024

configuration/management/commands/add_config.py

@@ -314,6 +314,12 @@ class Command(BaseCommand):
         "heating": {"_label": "expenseOptions.heating", "_default_message": "Heating"},
         "creditCard": {"_label": "expenseOptions.creditCard", "_default_message": "Credit Card Debt"},
         "mortgage": {"_label": "expenseOptions.mortgage", "_default_message": "Mortgage"},
+        "propertyTax": {"_label": "expenseOptions.propertyTax", "_default_message": "Property Taxes"},
+        "hoa": {"_label": "expenseOptions.hoa", "_default_message": "Homeowners or Condo Association Fees and Dues"},
+        "homeownersInsurance": {
+            "_label": "expenseOptions.homeownersInsurance",
+            "_default_message": "Homeowners Insurance",
+        },
         "medical": {"_label": "expenseOptions.medical", "_default_message": "Medical Insurance Premium &/or Bills"},
         "personalLoan": {"_label": "expenseOptions.personalLoan", "_default_message": "Personal Loan"},
         "studentLoans": {"_label": "expenseOptions.studentLoans", "_default_message": "Student Loans"},

programs/programs/federal/pe/spm.py

@@ -21,8 +21,14 @@ class Snap(PolicyEngineSpmCalulator):
         dependency.spm.SnapDependentCareDeductionDependency,
         dependency.spm.WaterExpenseDependency,
         dependency.spm.PhoneExpenseDependency,
-        # WARN: if you remove check that SNAP is still showing up
-        dependency.spm.TakesUpSnapIfEligibleDependency,
+        dependency.spm.HoaFeesExpenseDependency,
+        dependency.spm.HomeownersInsuranceExpenseDependency,
+        dependency.member.PropertyTaxExpenseDependency,
+        dependency.member.AgeDependency,
+        dependency.member.MedicalExpenseDependency,
+        dependency.member.IsDisabledDependency,
+        # NOTE: remove this to always use the SUA in CO.
+        dependency.spm.SnapAlwaysUseSuaDependency,
     ]
     pe_outputs = [dependency.spm.Snap]
     pe_period_month = "01"

programs/programs/policyengine/calculators/dependencies/member.py

@@ -100,6 +100,34 @@ def value(self):
         return self.member.disabled or self.member.long_term_disability
 
 
+# The Member class runs once per each household member, to ensure that the medical expenses
+# are only counted once and only if a member is elderly or disabled; the medical expense is divided
+# by the total number of elderly or disabled members.
+class MedicalExpenseDependency(Member):
+    field = "medical_out_of_pocket_expenses"
+
+    def value(self):
+        elderly_or_disabled_members = [
+            member for member in self.screen.household_members.all() if member.age >= 60 or member.has_disability()
+        ]
+        count_of_elderly_or_disabled_members = len(elderly_or_disabled_members)
+
+        if self.member.age >= 60 or self.member.has_disability():
+            return self.screen.calc_expenses("yearly", ["medical"]) / count_of_elderly_or_disabled_members
+
+        return 0
+
+
+class PropertyTaxExpenseDependency(Member):
+    field = "real_estate_taxes"
+
+    def value(self):
+        if self.member.age >= 18:
+            return self.screen.calc_expenses("yearly", ["propertyTax"]) / self.screen.num_adults(18)
+
+        return 0
+
+
 class IsBlindDependency(Member):
     field = "is_blind"
 

programs/programs/policyengine/calculators/dependencies/spm.py

@@ -70,6 +70,13 @@ def value(self):
         return snap_gross_income < snap_gross_limit
 
 
+class SnapAlwaysUseSuaDependency(SpmUnit):
+    field = "snap_state_using_standard_utility_allowance"
+
+    def value(self):
+        return False
+
+
 class TakesUpSnapIfEligibleDependency(SpmUnit):
     field = "takes_up_snap_if_eligible"
 
@@ -140,6 +147,20 @@ def value(self):
         return self.screen.calc_expenses("yearly", ["otherUtilities"])
 
 
+class HoaFeesExpenseDependency(SpmUnit):
+    field = "homeowners_association_fees"
+
+    def value(self):
+        return self.screen.calc_expenses("yearly", ["hoa"])
+
+
+class HomeownersInsuranceExpenseDependency(SpmUnit):
+    field = "homeowners_insurance"
+
+    def value(self):
+        return self.screen.calc_expenses("yearly", ["homeownersInsurance"])
+
+
 class SnapEmergencyAllotmentDependency(SpmUnit):
     field = "snap_emergency_allotment"
 

programs/programs/policyengine/policy_engine.py

@@ -29,7 +29,6 @@ def calc_pe_eligibility(
         try:
             return all_eligibility(Method(input_data), valid_programs)
         except Exception as e:
-            print(e)
             capture_exception(e, level="warning", message="")
             capture_message(f"Failed to calculate eligibility with the {Method.method_name} method", level="warning")
 

screener/migrations/0085_householdmember_birth_year_month_and_more.py

@@ -0,0 +1,23 @@
+# Generated by Django 4.2.15 on 2024-10-01 22:01
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("screener", "0084_screen_has_fatc"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="householdmember",
+            name="birth_year_month",
+            field=models.DateField(blank=True, null=True),
+        ),
+        migrations.AlterField(
+            model_name="householdmember",
+            name="age",
+            field=models.PositiveIntegerField(blank=True, null=True),
+        ),
+    ]

screener/models.py

@@ -1,3 +1,5 @@
+from datetime import datetime
+from typing import Optional
 from django.db import models
 from decimal import Decimal
 import uuid
@@ -380,7 +382,8 @@ class Message(models.Model):
 class HouseholdMember(models.Model):
     screen = models.ForeignKey(Screen, related_name="household_members", on_delete=models.CASCADE)
     relationship = models.CharField(max_length=30, blank=True, null=True)
-    age = models.IntegerField(blank=True, null=True)
+    age = models.PositiveIntegerField(blank=True, null=True)
+    birth_year_month = models.DateField(blank=True, null=True)
     student = models.BooleanField(blank=True, null=True)
     student_full_time = models.BooleanField(blank=True, null=True)
     pregnant = models.BooleanField(blank=True, null=True)
@@ -466,6 +469,35 @@ def is_dependent(self):
     def is_in_tax_unit(self):
         return self.is_head() or self.is_spouse() or self.is_dependent()
 
+    @property
+    def birth_year(self) -> Optional[int]:
+        if self.birth_year_month is None:
+            return None
+
+        return self.birth_year_month.year
+
+    @property
+    def birth_month(self) -> Optional[int]:
+        if self.birth_year_month is None:
+            return None
+
+        return self.birth_year_month.month
+
+    def calc_age(self) -> int:
+        if self.birth_year_month is None:
+            return self.age
+
+        return self.age_from_date(self.birth_year_month)
+
+    @staticmethod
+    def age_from_date(birth_year_month: datetime) -> int:
+        today = datetime.now()
+
+        if today.month >= birth_year_month.month:
+            return today.year - birth_year_month.year
+
+        return today.year - birth_year_month.year - 1
+
     def missing_fields(self):
         member_fields = (
             "relationship",

screener/serializers.py

@@ -1,3 +1,4 @@
+from datetime import datetime, timedelta, date
 from screener.models import Screen, HouseholdMember, IncomeStream, Expense, Message, Insurance
 from authentication.serializers import UserOffersSerializer
 from rest_framework import serializers
@@ -43,6 +44,33 @@ class Meta:
 class HouseholdMemberSerializer(serializers.ModelSerializer):
     income_streams = IncomeStreamSerializer(many=True)
     insurance = InsuranceSerializer()
+    birth_year = serializers.IntegerField(required=False, allow_null=True)
+    birth_month = serializers.IntegerField(required=False, allow_null=True)
+
+    def validate(self, data):
+        birth_year = data.pop("birth_year", None)
+        birth_month = data.pop("birth_month", None)
+
+        if birth_year is None or birth_month is None:
+            return data
+
+        if birth_month < 1 or birth_month > 12:
+            raise serializers.ValidationError("Birth month must be between 1 and 12")
+
+        birth_year_month = datetime(year=birth_year, month=birth_month, day=1)
+
+        # add a day for timezones
+        today = datetime.now() + timedelta(days=1)
+
+        if birth_year_month > today:
+            raise serializers.ValidationError("Birth year and month are in the future")
+
+        data["birth_year_month"] = birth_year_month.date()
+
+        if "age" not in data or data["age"] is None:
+            data["age"] = HouseholdMember.age_from_date(birth_year_month)
+
+        return data
 
     class Meta:
         model = HouseholdMember
@@ -65,6 +93,8 @@ class Meta:
             "has_income",
             "income_streams",
             "insurance",
+            "birth_year",
+            "birth_month",
         )
         read_only_fields = ("screen", "id")
 

screener/views.py

@@ -73,7 +73,7 @@ def update(self, request, pk=None):
         user = get_object_or_404(queryset, uuid=pk)
         body = json.loads(request.body.decode())
         serializer = ScreenSerializer(user, data=body)
-        serializer.is_valid()
+        serializer.is_valid(raise_exception=True)
         serializer.save()
         return Response(serializer.data)