Read SNAP utility allowance incurrence from the canonical heating inputs

changelog.d/heating-snap-utility-incurrence.changed.md

@@ -0,0 +1 @@
+SNAP utility allowance incurrence now reads the canonical heating inputs through new `has_heating_expense` and `has_cooling_expense` facts, counts metered gas and every deliverable or cooking fuel as one gas-and-fuel utility, and Illinois AABD reads `gas_expense` instead of the deprecated `metered_gas_expense`; households without a `heating_type` keep their previous `heating_cooling_expense` behavior.

policyengine_us/parameters/gov/states/il/dhs/aabd/payment/utility/utility_types.yaml

@@ -6,7 +6,7 @@ values:
     - cooking_fuel_expense
     - coal_expense
     - fuel_oil_expense
-    - metered_gas_expense
+    - gas_expense
     - bottled_gas_expense
 
 metadata:

policyengine_us/tests/policy/baseline/gov/states/il/dhs/aabd/payment/il_aabd_utility_allowance.yaml

@@ -49,3 +49,23 @@
     state_code: IL
   output:
     il_aabd_utility_allowance: 0
+
+- name: Case 6, size 1, area 1, gas expense higher than the metered gas allowance.
+  period: 2022-01
+  input:
+    spm_unit_size: 1
+    county_str: COOK_COUNTY_IL
+    gas_expense: 20 * 12
+    state_code: IL
+  output:
+    il_aabd_utility_allowance: 11.9
+
+- name: Case 7, the deprecated metered_gas_expense input is no longer read.
+  period: 2022-01
+  input:
+    spm_unit_size: 1
+    county_str: COOK_COUNTY_IL
+    metered_gas_expense: 20 * 12
+    state_code: IL
+  output:
+    il_aabd_utility_allowance: 0

policyengine_us/tests/policy/baseline/gov/usda/snap/income/deductions/snap_individual_utility_allowance.yaml

@@ -83,8 +83,8 @@
     snap_utility_region_str: MO
     gas_expense: 2_400
   output:
-    # MO FY26 gas standard, read via the gas_and_fuel_expense -> gas_expense
-    # variable mapping
+    # MO FY26 gas and fuel standard, read via the gas_and_fuel_expense ->
+    # has_gas_and_fuel_expense incurrence mapping
     snap_individual_utility_allowance: 162
 
 # HI individual utility allowances vary by household size
@@ -246,3 +246,35 @@
     phone_expense: 240
   output:
     snap_individual_utility_allowance: 41
+
+# The gas and fuel standard is one individual standard covering metered gas
+# and every deliverable or cooking fuel (7 CFR 273.9(d)(6)(iii)(A)(1)).
+- name: MO fuel-oil-only household receives the gas and fuel standard in 2026
+  period: 2026-01
+  input:
+    snap_utility_allowance_type: IUA
+    snap_utility_region_str: MO
+    fuel_oil_expense: 1_800
+  output:
+    # MO FY26 gas and fuel standard
+    snap_individual_utility_allowance: 162
+
+- name: MO metered gas plus propane household receives the gas and fuel standard once in 2026
+  period: 2026-01
+  input:
+    snap_utility_allowance_type: IUA
+    snap_utility_region_str: MO
+    gas_expense: 2_400
+    bottled_gas_expense: 600
+  output:
+    snap_individual_utility_allowance: 162
+
+- name: MO wood and cooking fuel household receives the gas and fuel standard once in 2026
+  period: 2026-01
+  input:
+    snap_utility_allowance_type: IUA
+    snap_utility_region_str: MO
+    wood_expense: 500
+    cooking_fuel_expense: 120
+  output:
+    snap_individual_utility_allowance: 162

policyengine_us/tests/policy/baseline/gov/usda/snap/income/deductions/snap_utility_allowance_fy2026.yaml

@@ -475,3 +475,106 @@
     snap_utility_allowance_type: IUA
     snap_limited_utility_allowance: 0
     snap_utility_allowance: 243
+
+# Canonical heating inputs (heating_type plus the per-fuel bill) reaching a
+# dollar allowance without forcing snap_utility_allowance_type, one case per
+# incurrence path in 7 CFR 273.9(d)(6)(iii).
+- name: Alabama gas-heated household with a gas bill receives the FY2026 HCSUA from canonical inputs
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person:
+        age: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+        heating_type: NATURAL_GAS
+        gas_expense: 1_200
+        heat_expense_included_in_rent: false
+    households:
+      household:
+        members: [person]
+        state_code: AL
+  output:
+    # (D)(1): heating incurred separately from rent.
+    has_heating_expense: true
+    snap_utility_allowance_type: SUA
+    snap_utility_allowance: 637
+
+- name: Idaho renter with heat in rent and electricity and trash bills receives the FY2026 LUA from canonical inputs
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person:
+        age: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+        heating_type: NATURAL_GAS
+        heat_expense_included_in_rent: true
+        pre_subsidy_electricity_expense: 960
+        trash_expense: 360
+    households:
+      household:
+        members: [person]
+        state_code: ID
+  output:
+    # Heat in rent is not separately incurred; electricity and trash are
+    # two non-heating utilities (A)(3).
+    has_heating_expense: false
+    count_distinct_utility_expenses: 2
+    snap_utility_allowance_type: LUA
+    snap_utility_allowance: 133
+
+- name: Missouri home without heating that buys fuel oil for hot water receives the FY2026 gas and fuel standard and the matching shelter deduction
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person:
+        age: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+        heating_type: NONE
+        fuel_oil_expense: 1_800
+        snap_net_income_pre_shelter: 200
+    households:
+      household:
+        members: [person]
+        state_code: MO
+  output:
+    # (A)(1): fuel oil alone incurs the single gas and fuel standard; one
+    # utility is short of Missouri's two-utility LUA.
+    has_heating_expense: false
+    has_gas_and_fuel_expense: true
+    count_distinct_utility_expenses: 1
+    snap_utility_allowance_type: IUA
+    snap_utility_allowance: 162
+    # No housing cost: 162 - 0.5 * 200 = 62, under the $744 cap.
+    snap_excess_shelter_expense_deduction: 62
+
+- name: Alabama home without heating that pays for cooling receives the FY2026 HCSUA from the stated cooling fact
+  period: 2026-01
+  absolute_error_margin: 0.01
+  input:
+    people:
+      person:
+        age: 40
+    spm_units:
+      spm_unit:
+        members: [person]
+        heating_type: NONE
+        has_cooling_expense: true
+    households:
+      household:
+        members: [person]
+        state_code: AL
+  output:
+    # (D)(1): heating or cooling incurred separately from rent.
+    has_heating_expense: false
+    has_heating_cooling_expense: true
+    snap_utility_allowance_type: SUA
+    snap_utility_allowance: 637

policyengine_us/tests/policy/baseline/gov/usda/snap/income/deductions/snap_utility_allowance_type.yaml

@@ -213,3 +213,99 @@
     has_heating_cooling_expense: false
   output:
     snap_utility_allowance_type: LUA
+
+# End-to-end cases through has_heating_cooling_expense and
+# count_distinct_utility_expenses from the canonical heating inputs
+# (7 CFR 273.9(d)(6)(iii)(D)). Colorado has an LUA from October 2021.
+- name: Fuel oil heat with a fuel oil bill receives the SUA
+  period: 2026
+  input:
+    heating_type: FUEL_OIL
+    fuel_oil_expense: 1_500
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    snap_utility_allowance_type: SUA
+
+- name: Gas heat included in rent with gas and electricity bills receives the LUA
+  period: 2026
+  input:
+    heating_type: NATURAL_GAS
+    gas_expense: 1_200
+    pre_subsidy_electricity_expense: 900
+    heat_expense_included_in_rent: true
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    # Heat in rent is not a separately incurred heating cost; the gas and
+    # electricity bills are two non-heating utilities.
+    snap_utility_allowance_type: LUA
+
+- name: A home without heating that pays for cooling receives the SUA
+  period: 2026
+  input:
+    heating_type: NONE
+    has_cooling_expense: true
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    snap_utility_allowance_type: SUA
+
+- name: Legacy heating_cooling_expense with heat in rent still receives the SUA
+  period: 2026
+  input:
+    heating_cooling_expense: 600
+    heat_expense_included_in_rent: true
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    # Pre-canonical households never read the heat-in-rent flag here.
+    snap_utility_allowance_type: SUA
+
+- name: Gas and electricity bills without a heating type receive the LUA, not the SUA
+  period: 2026
+  input:
+    gas_expense: 1_200
+    pre_subsidy_electricity_expense: 900
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    # Per-fuel bills alone do not say which fuel heats the home.
+    snap_utility_allowance_type: LUA
+
+- name: Free wood heat with a purchased propane backup receives the SUA when the household states it pays for heat
+  period: 2026
+  input:
+    heating_type: WOOD
+    wood_expense: 0
+    bottled_gas_expense: 300
+    has_heating_expense: true
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    snap_utility_allowance_type: SUA
+
+- name: A home without heating does not reach the LUA through a leftover legacy heating amount
+  period: 2026
+  input:
+    heating_type: NONE
+    heating_cooling_expense: 600
+    water_expense: 240
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    # One utility (water): individual standards, not the LUA.
+    snap_utility_allowance_type: IUA
+
+- name: An unspecified heating type with a legacy heating amount and a water bill receives the SUA, not the LUA
+  period: 2026
+  input:
+    heating_cooling_expense: 600
+    water_expense: 240
+    snap_utility_region_str: CO
+    snap_state_using_standard_utility_allowance: false
+  output:
+    # The legacy amount signals heating incurrence for pre-canonical
+    # households, so the SUA applies before the two-utility LUA count
+    # (legacy plus water) is ever reached.
+    snap_utility_allowance_type: SUA

policyengine_us/tests/policy/baseline/household/expense/utilities/count_distinct_utility_expenses.yaml

@@ -23,3 +23,58 @@
     sewage_expense: 0
   output:
     count_distinct_utility_expenses: 0
+
+# Gas and fuel bills are one SNAP individual-standard category
+# (7 CFR 273.9(d)(6)(iii)(A)(1)), so metered gas plus a deliverable fuel
+# counts once, while a deliverable fuel with no metered gas still counts.
+- name: Fuel oil and electricity count as two utilities.
+  period: 2026
+  input:
+    fuel_oil_expense: 1_500
+    pre_subsidy_electricity_expense: 1_200
+  output:
+    count_distinct_utility_expenses: 2
+
+- name: Metered gas plus propane count as one gas and fuel utility.
+  period: 2026
+  input:
+    gas_expense: 600
+    bottled_gas_expense: 300
+  output:
+    count_distinct_utility_expenses: 1
+
+- name: Cooking fuel counts as the gas and fuel utility.
+  period: 2026
+  input:
+    cooking_fuel_expense: 108
+  output:
+    count_distinct_utility_expenses: 1
+
+- name: Wood, coal, and other fuel bills with water count as two utilities.
+  period: 2026
+  input:
+    wood_expense: 400
+    coal_expense: 100
+    other_heating_fuel_expense: 50
+    water_expense: 240
+  output:
+    count_distinct_utility_expenses: 2
+
+# The deprecated heating_cooling_expense input is read only for households
+# whose heating_type is UNSPECIFIED.
+- name: A known heating type does not count a leftover legacy heating amount.
+  period: 2026
+  input:
+    heating_type: NONE
+    heating_cooling_expense: 600
+    water_expense: 240
+  output:
+    count_distinct_utility_expenses: 1
+
+- name: An unspecified heating type still counts the legacy heating amount.
+  period: 2026
+  input:
+    heating_cooling_expense: 600
+    water_expense: 240
+  output:
+    count_distinct_utility_expenses: 2

policyengine_us/tests/policy/baseline/household/expense/utilities/has_gas_and_fuel_expense.yaml

@@ -0,0 +1,42 @@
+- name: Case 1, metered gas bill.
+  period: 2026
+  input:
+    gas_expense: 600
+  output:
+    has_gas_and_fuel_expense: true
+
+- name: Case 2, propane bill.
+  period: 2026
+  input:
+    bottled_gas_expense: 300
+  output:
+    has_gas_and_fuel_expense: true
+
+- name: Case 3, cooking fuel bill.
+  period: 2026
+  input:
+    cooking_fuel_expense: 108
+  output:
+    has_gas_and_fuel_expense: true
+
+- name: Case 4, other heating fuel bill.
+  period: 2026
+  input:
+    other_heating_fuel_expense: 50
+  output:
+    has_gas_and_fuel_expense: true
+
+- name: Case 5, electricity alone is not a gas or fuel bill.
+  period: 2026
+  input:
+    pre_subsidy_electricity_expense: 1_200
+    gas_expense: 0
+  output:
+    has_gas_and_fuel_expense: false
+
+- name: Case 6, no bills.
+  period: 2026
+  input:
+    gas_expense: 0
+  output:
+    has_gas_and_fuel_expense: false