Merge pull request #69 from digitalaotearoa/childcareassist

Childcareassist

CHANGELOG.md

@@ -1,5 +1,58 @@
 # Changelog
 
+### 22.0.0 - [69](https://github.com/digitalaotearoa/openfisca-aotearoa/pull/64)
+
+* Tax and benefit system evolution.
+* Impacted periods: all.
+* Impacted areas:
+  - `CONTRIBUTING.md`
+  - `Makefile`
+  - `variables/acts/social_security/childcare_assistance`
+  - `variables/regulation/social_security_regulation`
+  - `variables/demographics`
+  - `parameters/social_security/childcare_assistance`
+
+* Breaking changes:
+ - `early_childcare_hours_participation_per_week` period changed from month to week
+ - `attending_school` period changed from month to week
+
+* Added variables:
+ - `child_disability_allowance__payable`
+ - `childcare_subsidy__eligible`
+ - `childcare_subsidy__granted`
+ - `childcare_subsidy__receiving`
+ - `childcare_subsidy__hours_payable`
+ - `childcare_subsidy__caregiver_approved_activity`
+ - `childcare_subsidy__caregiver_approved_activity_hours`
+ - `childcare_subsidy__caregiver_serious_disability`
+ - `childcare_subsidy__caregiver_serious_disability_hours`
+ - `childcare_subsidy__caregiver_other_hours`
+ - `childcare_subsidy__caregiver_serious_disability_illness`
+ - `childcare_subsidy__caregiver_serious_disability_illness_hours_needed`
+ - `childcare_subsidy__no_other_caregiver`
+ - `childcare_subsidy__other_child_in_hospital_or_disability_allowance`
+ - `childcare_subsidy__other_caregiver_appproved_activity`
+ - `childcare_subsidy__engaged_in_approved_activity`
+ - `childcare_subsidy__shift_work`
+ - `childcare_subsidy__family_has_resident_child_under_5_not_in_school`
+ - `childcare_subsidy__resident_child_aged_5_intend_enrol_in_school`
+ - `childcare_subsidy__family_with_disability_allowance_child_under_6`
+ - `childcare_subsidy__child_under_5_not_in_school`
+ - `childcare_subsidy__child_aged_5_intend_enrol_in_school`
+ - `childcare_subsidy__child_meets_criteria_with_disability_allowance_under_6`
+ - `childcare_subsidy__child_meets_criteria`
+ - `childcare_subsidy__maximum`
+ - `childcare_subsidy__rate`
+ - `oscar_subsidy__granted`
+ - `social_security_regulation__household_income`
+
+* Renamed variables:
+ - `will_be_enrolled_in_school` renamed to `intends_to_enroll_in_school`  period changed from month to eternity
+ - `childcare_assistance__family_has_resident_child_under_5_not_in_school` renamed to `childcare_subsidy__family_has_resident_child_under_5_not_in_school`
+ - `childcare_assistance__resident_child_aged_5_will_be_enrolled_in_school` renamed to `childcare_subsidy__resident_child_aged_5_intend_enrol_in_school`
+ - `childcare_assistance__family_has_child_eligible_for_disability_allowance_child_under_6` renamed to `childcare_subsidy__family_with_disability_allowance_child_under_6`
+ - `childcare_assistance__eligible_childcare_subsidy` renamed to `childcare_subsidy__eligible`
+
 ### 21.1.1 - [64](https://github.com/digitalaotearoa/openfisca-aotearoa/pull/64)
 
 * Technical improvement.

CONTRIBUTING.md

@@ -165,6 +165,7 @@ class social_security__residential_requirement(variables.Variable):
 - Note the two references (2018 and 1964). They link to the specific section of the act on legislation.govt.nz
 - Note the descriptive label
 - Note the naming convention as described in [Naming Variables](#namingvariables)
+- Note the order is latest to oldest
 
 ### References
 
@@ -306,8 +307,24 @@ This project currently utilises one specific pattern however for benefit calcula
 - `jobseeker_support__reduction` (float)
 - `jobseeker_support__benefit` (float)
 
+also
+
+- `childcare_subsidy__rate` (float) for more simple "rate" type calculations
+- `childcare_subsidy__maximum` when combining a rate and maximum amount on a subsidy.
+
 i.e. the formula for `jobseeker_support__benefit` would be:
 
  ```python
  jobseeker_support__entitled * min(jobseeker_support__base - jobseeker_support__reduction, jobseeker_support__cutoff)
  ```
+
+Some subsidies have a seperate concept of payable to eligible, in those circumstances use the following format:
+
+- `childcare_subsidy__payable` (true/false)
+
+As eligibility or entitlement to a number of benefits is dependant on whether a person is currently granted or recieving another benefit the following pattern is used throughout the project to aid in those calculations
+
+- `jobseeker_support__receiving` (generally utilised as an input that would be a result of the question "are you currently receiving the Jobseeker Benefit?")
+- `sole_parent_support__granted` (generally utilised as an input that would be a result of the question "have you been granted Sole Parent Support?")
+
+Note also the presence of `social_security__granted_main_benefit` which tests each of the `*__granted` variables for main benefits.

Makefile

@@ -40,7 +40,9 @@ lint:
 	pylint `git ls-files | grep "\.py$$"`
 	yamllint `git ls-files | grep "\.yaml$$"`
 
-test: clean check-syntax-errors lint
+test: clean check-syntax-errors lint qtest
+
+qtest:
 ifdef yaml
 	openfisca test -c openfisca_aotearoa openfisca_aotearoa/tests/$(yaml)
 else

openfisca_aotearoa/api_examples/regulations/social_security_regulation/childcare_assistance/childcare_subsidy.http

@@ -0,0 +1,75 @@
+POST http://localhost:5000/calculate HTTP/1.1
+content-type: application/json
+
+{
+  "persons": {
+    "Mama": {
+      "social_security__ordinarily_resident_in_new_zealand" : {
+        "ETERNITY": "true"
+      },
+      "social_security__principal_caregiver": {
+        "2024-W30": "true"
+      },
+      "childcare_subsidy__caregiver_serious_disability_illness": {
+        "2024-W30": "false"
+      },
+      "childcare_subsidy__no_other_caregiver": {
+        "2024-W30": "true"
+      },
+      "childcare_subsidy__eligible" : {
+        "2024-W30": "true"
+      },
+      "childcare_subsidy__caregiver_approved_activity" : {
+        "2024-W30": null
+      },
+      "childcare_subsidy__hours_payable" : {
+        "2024-W30": null
+      },
+      "social_security__dependent_children" : {
+        "2024-W30": null
+      },
+      "childcare_subsidy__rate" : {
+        "2024-W30": null
+      },
+      "childcare_subsidy__maximum" : {
+        "2024-W30": null
+      }
+    },
+    "Tama": {
+      "social_security__dependent_child" : {
+        "2019-W02": true
+      },
+      "age" : {
+        "day:2024-07-22:7": "5"
+      },
+      "early_childcare_hours_participation_per_week" : {
+        "2024-W30": "3"
+      },
+      "intends_to_enroll_in_school" : {
+        "2024-W30": "false"
+      }
+    },
+    "Tamahine": {
+      "social_security__dependent_child" : {
+        "2019-W02": true
+      },
+      "age" : {
+        "day:2024-07-22:7": "5"
+      },
+      "early_childcare_hours_participation_per_week" : {
+        "2024-W30": "3"
+      },
+      "intends_to_enroll_in_school" : {
+        "2024-W30": "false"
+      }
+    }
+  },
+  "families": {
+    "Whanau_tahi": {
+      "principal": "Mama",
+      "children": [
+        "Tama", "Tamahine"
+      ]
+    }
+  }
+}

openfisca_aotearoa/parameters/social_security/childcare_assistance/childcare_subsidy/hours_payable_caregiver_approved_activity.yaml

@@ -0,0 +1,10 @@
+---
+description: >
+   Total hours payable if caregiver is engaged in approved activity
+reference: >
+  "Social Security Regulations 2018 https://www.legislation.govt.nz/regulation/public/2018/0202/latest/whole.html#LMS96313"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s34-l1"
+  "Social Security (Childcare Assistance) Regulations 2004 https://www.legislation.govt.nz/regulation/public/2004/0268/latest/whole.html#DLM282549"
+values:
+  "2018-11-26":
+    value: 50

openfisca_aotearoa/parameters/social_security/childcare_assistance/childcare_subsidy/hours_payable_caregiver_other.yaml

@@ -0,0 +1,10 @@
+---
+description: >
+   Total hours payable if caregiver is not engaged in an approved activity and does not have a serious disability or illness
+reference: >
+  "Social Security Regulations 2018 https://www.legislation.govt.nz/regulation/public/2018/0202/latest/whole.html#LMS96314"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s35-l1"
+  "Social Security (Childcare Assistance) Regulations 2004 https://www.legislation.govt.nz/regulation/public/2004/0268/latest/whole.html#DLM282550"
+values:
+  "2018-11-26":
+    value: 9

openfisca_aotearoa/parameters/social_security/childcare_assistance/childcare_subsidy/hours_payable_caregiver_serious_disability.yaml

@@ -0,0 +1,10 @@
+---
+description: >
+   Total hours payable if caregiver has serious disability or illness
+reference: >
+  "Social Security Regulations 2018 https://www.legislation.govt.nz/regulation/public/2018/0202/latest/whole.html#LMS96313"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s34-l1"
+  "Social Security (Childcare Assistance) Regulations 2004 https://www.legislation.govt.nz/regulation/public/2004/0268/latest/whole.html#DLM282550"
+values:
+  "2018-11-26":
+    value: 50

openfisca_aotearoa/parameters/social_security/childcare_assistance/childcare_subsidy/minimum_hours_in_childcare.yaml

@@ -0,0 +1,12 @@
+---
+description: >
+   Minimum hours participating per week in approved early childcare (for clause 32, 34 and 35)
+reference: >
+  "Social Security Regulations 2018 https://www.legislation.govt.nz/regulation/public/2018/0202/latest/whole.html#LMS96311"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s32-p1"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s34-l1-a"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s35-l1-a"
+  "Social Security (Childcare Assistance) Regulations 2004 http://www.legislation.govt.nz/regulation/public/2004/0268/latest/whole.html#DLM282547"
+values:
+  "2018-11-26":
+    value: 3

openfisca_aotearoa/parameters/social_security/childcare_assistance/childcare_subsidy/needs_childcare_minimum_with_serious_disability.yaml

@@ -0,0 +1,9 @@
+---
+description: >
+   MSD is satisfied that the principal caregiver... needs childcare for more than (this many) hours a week
+reference: >
+  "Social Security Regulations 2018 https://www.legislation.govt.nz/regulation/public/2018/0202/latest/whole.html#LMS96313"
+  "Social Security Regulations 2018 alt https://ref.synco.pt/nz/ssar/171/en/?#P2-S6-s34-l1-b-ii"
+values:
+  "2018-11-26":
+    value: 9

openfisca_aotearoa/parameters/social_security/childcare_assistance/rates_onechild.yaml

@@ -0,0 +1,129 @@
+description: Childcare and Oscar Subsidies for one dependant child
+metadata:
+  unit: currency (per hour)
+  type: single_amount
+  reference:
+    2018-11-26:
+      title: Social Security Regulations 2018 (as enacted)
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/14.0/LMS96977.html
+    2019-04-01:
+      title: Social Security Regulations 2018
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/20.0/whole.html#LMS96977
+    2020-04-01:
+      title: Social Security Regulations 2018
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/59.0/LMS96977.html
+    2021-04-01:  # last year thresholds stayed fixed
+      title: Social Security Regulations 2018
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/91.0/LMS96977.html
+    2022-04-01:
+      title: Social Security Regulations 2018
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/112.0/LMS96977.html
+    2023-04-01:
+      title: Social Security Regulations 2018
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/139.0/LMS96977.html
+    2024-04-01:
+      title: Social Security Regulations 2018
+      href: https://www.legislation.govt.nz/regulation/public/2018/0202/165.0/LMS96977.html
+brackets:
+  - amount:
+      2018-11-26:
+        value: 5.13
+      2019-04-01:
+        value: 5.22
+      2020-04-01:
+        value: 5.31
+      2021-04-01:
+        value: 5.37
+      2022-04-01:
+        value: 5.69
+      2023-04-01:
+        value: 6.10
+      2024-04-01:
+        value: 6.38
+    threshold:
+      2018-11-26:
+        value: 0
+  - amount:
+      2018-11-26:
+        value: 4.09
+      2019-04-01:
+        value: 4.16
+      2020-04-01:
+        value: 4.23
+      2021-04-01:
+        value: 4.28
+      2022-04-01:
+        value: 4.53
+      2023-04-01:
+        value: 4.86
+      2024-04-01:
+        value: 5.09
+    threshold:
+      2018-11-26:
+        value: 800
+      2022-04-01:
+        value: 838
+      2023-04-01:
+        value: 1009
+      2024-04-01:
+        value: 1062
+  - amount:
+      2018-11-26:
+        value: 2.86
+      2019-04-01:
+        value: 2.91
+      2020-04-01:
+        value: 2.96
+      2021-04-01:
+        value: 2.99
+      2022-04-01:
+        value: 3.17
+      2023-04-01:
+        value: 3.40
+      2024-04-01:
+        value: 3.56
+    threshold:
+      2018-11-26:
+        value: 1200
+      2022-04-01:
+        value: 1257
+      2023-04-01:
+        value: 1837
+      2024-04-01:
+        value: 1934
+  - amount:
+      2018-11-26:
+        value: 1.59
+      2019-04-01:
+        value: 1.62
+      2020-04-01:
+        value: 1.65
+      2021-04-01:
+        value: 1.67
+      2022-04-01:
+        value: 1.77
+      2023-04-01:
+        value: 1.90
+      2024-04-01:
+        value: 1.99
+    threshold:
+      2018-11-26:
+        value: 1300
+      2022-04-01:
+        value: 1361
+      2023-04-01:
+        value: 1990
+      2024-04-01:
+        value: 2095
+  - amount:
+      2018-11-26:
+        value: 0
+    threshold:
+      2018-11-26:
+        value: 1400
+      2022-04-01:
+        value: 1466
+      2023-04-01:
+        value: 2144
+      2024-04-01:
+        value: 2257