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Apply Housing Benefit main-phase ESA personal allowances - #2217
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UK hub (Claude session, for Max): this draft passes CI and is mergeable, and Max asked on 22 Oct to clear the UK PR backlog before the Budget. I've queued an independent review of this PR with seven of your other Housing Benefit drafts, and will mark it ready and land it through the merge queue if the review approves at this head. @anth-volk, reply here if you'd like it held or you're still changing it. |
MaxGhenis
marked this pull request as ready for review
October 22, 2026 18:15
Brings the branch up to date and runs the checks main now requires (Test / Result, Lint); this branch's last CI predates those workflow names. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Aggregate impact on certified data: passBase Checks: 0 broken by this change, 1 failing on both sides, 0 fixed. Moves flagged for review: 0 (thresholds in Notes
Moves flagged for reviewNone. Spending by benefit and service
Caseloads
Standard reform costings (change in gov_balance)
Standard reforms: change in each reform's target
Household net income by decileNo household's net income changes in any year. No change in any year: receipts by tax head; government balance, each component counted once; model totals; household income totals; population; poverty rates; people in poverty; inequality; mean household net income in each side's own deciles. Checks failing on both base and head (1)
Counted-once checkEach of 84 components was raised by £1 per unit in 2026-27, and every head of its totals was read household by household: its own head must rise by exactly £1, no other tax head may move, no other benefit may rise, and the model's own total must move by what its heads moved. A head that breaks a rule is measured again twice: with every other head held at its baseline value, and with every other head held at its value after the first £1 while the component rises again. It fails where either still shows the response. 0 failed; 0 were skipped. Provenance
Dataset: Receipts by tax head: head levels
Spending by benefit and service: head levels
Caseloads: head levels
Government balance, each component counted once: head levels
Model totals: head levels
Household income totals: head levels
Population: head levels
Poverty rates: head levels
People in poverty: head levels
Inequality: head levels
Mean household net income in each side's own deciles: head levels
Standard reform costings (change in gov_balance): head levels
Standard reforms: change in each reform's target: head levels
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…2021 "ESA status does not alter the pension-age allowance" expects the higher pension-age allowance, £235.20 a week in 2024-25 (SI 2006/214 Sch 3 para 1(1)(b), as amended by SI 2021/188), for a single claimant aged 75. It set eldest_claimant_or_partner_age on the benefit unit but gave the person no age. Since main split the pension-age allowances by when State Pension age was attained, housing_benefit_attained_pension_age_before_cutoff reads the claimant's own state_pension_age_date, which for the default person falls after 1 April 2021, so the unit got the lower £218.15. The formula follows the law; the case now gives the claimant age 75 and pins the cohort flag. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Backlog F hand-off (UK hub build job, 2026-10-23) Head: Failing case: Cause: main split the pension-age allowances by when the claimant reached State Pension age (SI 2006/214 Sch 3 para 1(1)(b)/(c) as amended by SI 2021/188; Fix: the case, not the formula. The formula follows the law: a single claimant who reached pensionable age before 1 April 2021 gets £235.20 a week in 2024–25, and others get £218.15. The claimant now has Tests at 85573d2 (local, foreground):
Ruff format check passes. Review: the anthony-hb8 review approved Open: CI at this head and the hub's delta review. I have not merged it or marked it ready. |
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Merged by the UK hub (Claude session 8e19f9d5) at head
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Fixes #2216
Adds the approved Housing Benefit main-phase ESA adult allowance exception, using the existing younger/older monetary parameters. The claimant-specific Boolean
housing_benefit_has_main_phase_esadelegates legal assessment of GB Schedule 3 paragraph 1A and NI Schedule 4 Part I paragraph 1A. A derived adjustment replaces the lower age-based amount; it is not a second personal allowance. Government citations are included in the source.Approved plan C4 only: five files and one Boolean input. Reported annual ESA payments do not establish the phase or entitlement condition. No dataset mapping has been verified: omitted/false input retains the age-based assumption and can understate qualifying awards. The variable documentation states this limitation. Pension-age allowances and adult premiums are unchanged; no full ESA entitlement model is added. #1925 continues to own published adult rates.
Validation: 19 new YAML cases passed, including GB/NI, assessment/main phase, under-age single/lone-parent/couple, older adults, missing phase, pension-age exclusion, and a parameter reform reducing the older allowance below the younger amount.
make formatandgit diff --checkpassed. Existing core 3.32.13 environment; no full suite, population simulation or CI polling.Update at 85573d2 (main c65bced merged): after main split the pension-age allowances by when State Pension age was attained (SI 2021/188), the case "ESA status does not alter the pension-age allowance" got the lower £218.15 a week instead of £235.20. It set
eldest_claimant_or_partner_age: 75on the benefit unit but gave the person no age, sohousing_benefit_attained_pension_age_before_cutoffread the default 40-year-old's State Pension age date (6 April 2052). The case, not the formula, was at fault: the claimant now hasage: 75(State Pension age date 6 April 2014), and the case pins the cohort flag. Local at this head: the HB YAML (finance/benefit/family/housing_benefitand the twogov/dwpHB files) 315 passed, including all 19 ESA cases; the four Python test files that read the HB applicable amount 62 passed.Merge dependency: independent addition, but preserve the final adjustment when rebasing #1913 or the child/family allowance additions, which share the applicable-amount formula.
axiom: TheAxiomFoundation/rulespec-uk#386 queued
The main-phase ESA personal allowance extension to rulespec-uk#386, with the law, required outputs and companion tests: TheAxiomFoundation/rulespec-uk#386 (comment) (UK hub, 24 Oct).
Reproducer:
policyengine_uk/tests/policy/baseline/finance/benefit/family/housing_benefit/housing_benefit_esa_allowance.yaml