Rewrite Grundsicherung im Alter (Kapitel 4, SGB XII)#1156
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Rewrite Grundsicherung im Alter (Kapitel 4, SGB XII)#1156MImmesberger wants to merge 18 commits into
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## Summary - Update `parameter_vermögensfreibetrag` to 10,000 EUR per person from 2023-01-01 (§1 DurchführungsVO zu §90 Abs. 2 Nr. 9 SGB XII, amended by Art. 9 Bürgergeld-Gesetz) - Add test case verifying wealth above the new threshold denies benefits Closes #1150 ## Test plan - [x] `pixi run ty` and `pixi run ty-jax` pass - [x] `pixi run prek run --all-files` pass - [x] Full test suite passes (`pixi run -e py314-jax tests -n 7`) 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
…1154) ## Summary - The Freibetrag for zusätzliche Altersvorsorge (§82 Abs. 4/5 SGB XII) was incorrectly applied from 2011. It was introduced by the Betriebsrentenstärkungsgesetz (BGBl. I 2017, S. 3214), effective **2018-01-01**. - Berufsständische Versorgungswerke (§6 Abs. 1 SGB VI) were incorrectly included in the Freibetrag. They are first-pillar Pflichtversicherung, fail the "auf freiwilliger Grundlage" criterion in §82 Abs. 5 Satz 1, and are explicitly listed as the baseline against which "zusätzliche Altersvorsorge" is measured. - The YAML parameter date was wrong (2005 → 2018) and the parameter has been renamed from `anrechnungsfreier_anteil_private_renteneinkünfte` to `anrechnungsfreier_anteil_zusätzliche_altersvorsorge` to match the legal term. - The GRV Freibetrag for Grundrentenbezieher was written up in a confusing way; fixed that. 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
## Summary - Adds `eg_id` (Einsatzgemeinschaft) group for SGB XII, which includes the couple plus their minor unmarried children (< 18) in the same household (§ 27 Abs. 2 SGB XII) - Switches Grundsicherung im Alter from `_bg` to `_eg` aggregation, fixing incorrect benefit computation for households with minor children - Fixes `vermögensfreibetrag` bug: was using `_fg` (Familiengemeinschaft) counts instead of the correct group-level counts - Moves `p_id_lebenspartner` (formerly `p_id_einstandspartner`) from `arbeitslosengeld_2`/`bürgergeld` namespaces to `familie` (shared across SGB II and SGB XII), collapsing date-split `fg_id` function into single functions - Renames `Einstandspartner` → `Lebenspartner` (`p_id_einstandspartner` → `p_id_lebenspartner`) ## Test plan - [x] `pixi run ty` and `pixi run ty-jax` pass - [x] `pixi run prek run --all-files` passes - [x] `pixi run -e py314-jax tests -n 7` — 1285 passed, 528 skipped - [x] Grouping tests verify correct `eg_id` values for various household compositions - [x] `skip_hh_id_25.yaml` (parent + child) needs expected values recomputed with EG grouping — follow-up needed - [x] Additional test cases with minor children should be added Closes #1147 Supersedes #738 Related to #696 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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### What problem do you want to solve? See GETTSIM [#1170](ttsim-dev/gettsim#1170) (This should be merged before #32, [GETTSIM #1170](ttsim-dev/gettsim#1170) and [GETTSIM #1156](ttsim-dev/gettsim#1156)) --------- Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
…fix module) Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
### What problem do you want to solve? Closes #1157 and #1146 Note: Some of the regression tests changed their expected outputs. I carefully checked each of them; and all of them perform better now. Main reason is that people are not eligible anymore after implementing the real eligibility check. **ToDo** - [x] Update GSiA tests to 2025 using calculator - [x] Remove condition in Wohngeld (This should be merged before #1156 before parts of this are already in there) --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> Co-authored-by: Hans-Martin von Gaudecker <hmgaudecker@gmail.com>
# Conflicts: # CHANGES.md # docs/tt_explanations/index.md # src/gettsim/germany/grundsicherung/im_alter/einkommen.py # src/gettsim/tests_germany/policy_cases/grundsicherung/im_alter/2023-07-01/vermögen_über_freibetrag.yaml
…,000 € or more (§ 43 Abs. 5 SGB XII, 2005–2019) (#1167) ## Summary - Implement the 100k children exclusion per § 43 Abs. 5 SGB XII (originally Abs. 2, BGBl. I 2003 S. 3022) for policy dates **2005–2019**: applicants are excluded from Grundsicherung im Alter if any first-degree descendant has an annual Gesamteinkommen (§ 16 SGB IV) of 100,000 EUR or more. The threshold applies to each child individually. - The Angehörigen-Entlastungsgesetz (BGBl. I 2019 S. 2135) repealed the exclusion as of 2020-01-01. Since then the 100,000 EUR limit only restricts the Unterhaltsrückgriff of the Sozialhilfeträger against the children (§ 94 Abs. 1a SGB XII), which does not affect the benefit — `betrag_m` therefore no longer depends on children's income from 2020 on. - Add `einkommensgrenze_kinder` YAML parameter (100,000 EUR/year, 2005–2019, expired with a note on the repeal). - New policy functions: `hat_gesamteinkommen_über_kindeseinkommensgrenze`, `hat_kind_mit_einkommen_über_einkommensgrenze_als_elternteil_1/_2` (`AggType.ANY` aggregations over both `p_id_elternteil_*` slots), and `hat_kind_mit_einkommen_über_einkommensgrenze`. - Gate `betrag_m` on the new check until 2019; separate `betrag_m` variant from 2020 on. - Add a documentation page explaining both regimes (`docs/tt_explanations/childrens_income_grundsicherung_im_alter.md`). - Policy cases for the exclusion live at 2018-07-01 (pre-repeal). - Bump ttsim-backend to current main for the `any_by_p_id` aggregation. Closes #1148 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> Co-authored-by: Hans-Martin von Gaudecker <hmgaudecker@gmail.com> Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
Income for Wohngeld so far ignored the § 17a WoGG allowance for recipients of public pensions with at least 33 years of Grundrentenzeiten (introduced by Art. 4 Grundrentengesetz, effective 2021-01-01). The deduction is identical in formula to § 82a SGB XII: 100 € base plus 30 % of pension income above 100 €, capped at 50 % of Regelbedarfsstufe 1. Adds the parameter `anrechnungsfreier_anteil_gesetzliche_rente` to wohngeld/einkommen.yaml and a new `freibetrag_m_ab_2021` policy function; the prior `freibetrag_m_ab_2016` is retained as `freibetrag_m_2016_2020`. --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> Co-authored-by: Hans-Martin von Gaudecker <hmgaudecker@gmail.com> Co-authored-by: pre-commit-ci[bot] <66853113+pre-commit-ci[bot]@users.noreply.github.com>
The personas need the new inputs required by the GSIA rewrite (schwerbehindert_grad_g, grundrentenzeiten_monate, pre-2011 GSIA inputs). Revert to main once ttsim-dev/gettsim-personas#42 is merged. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The personas now provide grundsicherung__im_alter__überschusseinkommen_m_eg = 0 in the grundsicherung_für_erwerbsfähige personas instead of supplying the inputs of the GSIA subtree (ttsim-dev/gettsim-personas#42). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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This PR collects the changes made to Grundsicherung im Alter.