Retire legacy Marketplace coverage input

changelog.d/8674.fixed.md

@@ -0,0 +1 @@
+Retired `has_marketplace_health_coverage` from active input discovery by making it a compatibility alias, and canonicalized household health benefit accounting on annual health-value variables such as `assigned_aca_ptc`.

policyengine_us/parameters/gov/household/household_health_benefits.yaml

@@ -1,10 +1,12 @@
 description: The government counts these sources as household benefits.
 values:
   2022-01-01:
-    - medicaid
+    - medicaid_cost
     - msp_cost
-    - chip
-    - premium_tax_credit
+    - per_capita_chip
+    - assigned_aca_ptc
+    - co_omnisalud
+    - or_healthier_oregon_cost
 
 metadata:
   unit: list

policyengine_us/tests/core/test_input_variable_definitions.py

@@ -48,6 +48,18 @@ def test_input_variables_do_not_use_formulas_adds_or_subtracts():
     assert invalid == {}
 
 
+def test_legacy_marketplace_coverage_is_not_active_input_variable():
+    system = CountryTaxBenefitSystem()
+
+    legacy_variable = system.variables["has_marketplace_health_coverage"]
+    assert not legacy_variable.is_input_variable()
+    assert legacy_variable.formulas
+    assert system.variables[
+        "has_marketplace_health_coverage_at_interview"
+    ].is_input_variable()
+    assert system.variables["takes_up_aca_if_eligible"].is_input_variable()
+
+
 def test_state_input_variables_match_state_defined_for():
     system = CountryTaxBenefitSystem()
 

policyengine_us/tests/policy/baseline/gov/aca/ptc/premium_tax_credit.yaml

@@ -0,0 +1,7 @@
+- name: Case 1, monthly Premium Tax Credit is one twelfth of assigned annual ACA PTC.
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    assigned_aca_ptc: 1_200
+  output:
+    premium_tax_credit: 100

policyengine_us/tests/policy/baseline/household/expense/health/has_marketplace_health_coverage.yaml

@@ -0,0 +1,13 @@
+- name: Case 1, legacy Marketplace coverage follows reported interview coverage.
+  period: 2026
+  input:
+    has_marketplace_health_coverage_at_interview: true
+  output:
+    has_marketplace_health_coverage: true
+
+- name: Case 2, legacy Marketplace coverage defaults false without reported interview coverage.
+  period: 2026
+  input:
+    has_marketplace_health_coverage_at_interview: false
+  output:
+    has_marketplace_health_coverage: false

policyengine_us/tests/policy/baseline/household/healthcare_benefit_value.yaml

@@ -22,3 +22,17 @@
     msp_cost: 2_434.8
   output:
     healthcare_benefit_value: 2_434.8
+
+- name: Case 3, annual assigned ACA PTC is the canonical ACA health benefit value.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    medicaid_cost: 0
+    msp_cost: 0
+    per_capita_chip: 0
+    assigned_aca_ptc: 1_200
+    premium_tax_credit: 99
+    co_omnisalud: 0
+    or_healthier_oregon_cost: 0
+  output:
+    healthcare_benefit_value: 1_200

policyengine_us/tests/policy/baseline/household/household_health_benefits.yaml

@@ -1,33 +1,56 @@
-- name: flag off
+- name: Case 1, flag off excludes canonical and legacy health values.
   period: 2026
+  absolute_error_margin: 0.01
   input:
-    gov.simulation.include_health_benefits_in_net_income: false    
-    premium_tax_credit: 1_000
-    medicaid: 500
+    gov.simulation.include_health_benefits_in_net_income: false
+    assigned_aca_ptc: 1_000
+    premium_tax_credit: 999
+    medicaid_cost: 500
+    medicaid: 777
     snap: 0
   output:
     household_health_benefits: 0
     household_benefits: 0
 
-- name: flag on
+- name: Case 2, flag on includes annual canonical ACA PTC and Medicaid value.
   period: 2026
-  input:              
+  absolute_error_margin: 0.01
+  input:
     gov.simulation.include_health_benefits_in_net_income: true
-    premium_tax_credit: 1_000
-    medicaid: 500
+    assigned_aca_ptc: 1_000
+    medicaid_cost: 500
     snap: 0
   output:
     household_health_benefits: 1_500
     household_benefits: 1_500
 
-- name: flag on includes MSP limited-benefit cost
+- name: Case 3, flag on includes annual MSP and CHIP values.
+  period: 2026
+  absolute_error_margin: 0.01
+  input:
+    gov.simulation.include_health_benefits_in_net_income: true
+    assigned_aca_ptc: 1_000
+    medicaid_cost: 500
+    msp_cost: 2_434.8
+    per_capita_chip: 300
+    snap: 0
+  output:
+    household_health_benefits: 4_234.8
+    household_benefits: 4_234.8
+
+- name: Case 4, legacy wrappers do not double count canonical health values.
   period: 2026
+  absolute_error_margin: 0.01
   input:
     gov.simulation.include_health_benefits_in_net_income: true
-    premium_tax_credit: 1_000
-    medicaid: 500
+    assigned_aca_ptc: 1_000
+    premium_tax_credit: 999
+    medicaid_cost: 500
+    medicaid: 777
+    per_capita_chip: 300
+    chip: 888
     msp_cost: 2_434.8
     snap: 0
   output:
-    household_health_benefits: 3_934.8
-    household_benefits: 3_934.8
+    household_health_benefits: 4_234.8
+    household_benefits: 4_234.8

policyengine_us/variables/household/expense/health/has_marketplace_health_coverage.py

@@ -4,13 +4,16 @@
 class has_marketplace_health_coverage(Variable):
     value_type = bool
     entity = Person
-    label = "Deprecated legacy modeled Marketplace health coverage input"
+    label = "Deprecated legacy Marketplace health coverage compatibility alias"
     definition_period = YEAR
-    default_value = True
     documentation = """
-    Deprecated legacy modeled Marketplace coverage status.
+    Deprecated legacy Marketplace coverage status kept for compatibility.
 
     Use has_marketplace_health_coverage_at_interview for reported Marketplace
     coverage from survey data, and takes_up_aca_if_eligible for modeled ACA
-    Marketplace take-up. ACA PTC eligibility does not depend on this variable.
+    Marketplace take-up. ACA PTC eligibility and health benefit accounting do
+    not depend on this variable.
     """
+
+    def formula(person, period, parameters):
+        return person("has_marketplace_health_coverage_at_interview", period)

policyengine_us/variables/household/healthcare_benefit_value.py

@@ -7,6 +7,11 @@ class healthcare_benefit_value(Variable):
     entity = Household
     definition_period = YEAR
     unit = USD
+    documentation = (
+        "Annual canonical household resource value of health coverage. This "
+        "uses annual health-value and government-cost proxy variables directly, "
+        "including assigned_aca_ptc for ACA premium tax credits."
+    )
     adds = [
         "medicaid_cost",
         "msp_cost",

policyengine_us/variables/household/income/household/household_health_benefits.py

@@ -7,6 +7,12 @@ class household_health_benefits(Variable):
     label = "Household health benefits"
     unit = USD
     definition_period = YEAR
+    documentation = (
+        "Annual household health coverage value included in household_benefits "
+        "only when gov.simulation.include_health_benefits_in_net_income is "
+        "enabled. Uses annual canonical health-value variables to avoid "
+        "double-counting monthly compatibility wrappers."
+    )
 
     def formula(household, period, parameters):
         p = parameters(period)