Scope legacy-benefit closure to each award's owners

changelog.d/2395.fixed.md

@@ -0,0 +1,3 @@
+Keep annual legacy-benefit closure scoped to the claimant and partner or a separate member's own award, so unrelated reports cannot close or shield each other's awards. Preserve the existing migration-date proxy and bounded work and capital tests.
+
+Keep each person's legacy closure false alongside the family closure when the report-only benefit reform holds migration off.

policyengine_uk/reforms/policyengine/disable_simulated_benefits.py

@@ -72,7 +72,8 @@
 # Benefit or tax credits. An adult outside the couple who reports
 # income-based JSA is on it, as their own claim, only in the years the model
 # has the scheme open (gov.dwp.JSA.income.active: to 2025).
-NOT_MOVED = ["legacy_benefits_closed"]
+# Hold the family closure and each separate member's own closure.
+NOT_MOVED = ["legacy_benefits_closed", "person_legacy_benefits_closed"]
 
 # The first year in which the model pays a carer in Scotland Carer Support
 # Payment in place of Carer's Allowance: carers_allowance_pre_overlap and

policyengine_uk/tests/legacy_award_work_reference.py

@@ -33,9 +33,9 @@
   (2)(g)), so the limit is 24 either way.
 - The claimant is a member who reports the award; when the claimant or
   partner reports one, only they are candidates.
-- Both screens also end the award once the family's legacy benefits have
-  closed (legacy_benefits_closed, from PolicyEngine/policyengine-uk#2119),
-  read here as the model applies it; see legacy_benefits_closed below.
+- Reports whose own award is closed are excluded before selecting claimants.
+  The existing annual proxy is read separately for the couple and for each
+  other adult; it is not a notice or deadline simulation.
 """
 
 import math
@@ -143,19 +143,13 @@ def esa_claimant_in_remunerative_work(adult, parameters):
 
 
 def legacy_benefits_closed(couple, others, parameters):
-    """legacy_benefits_closed for a benefit unit whose members (couple +
-    others, every member who may report) report no tax credits.
-
-    Once Income Support or income-based JSA has closed (their active
-    parameters), a report of it closes the family's legacy benefits, unless
-    someone reports Pension Credit or the claimant and partner have all
-    reached the qualifying age for it (SI 2014/1230 reg 8(2B)). This is the
-    model's reading, not the law's: the model reads every member's reports
-    and ends every member's award, where the migration notice goes to the
-    claimant and partner (reg 44(1), (4)) and ends their awards (reg 46(1)).
-    When the result depends on the claimant's and partner's ages, their ages
-    must keep clear of 65 to 69, where the qualifying age moves; an assertion
-    checks this."""
+    """Annual closure proxy for the claimant's and partner's own award.
+
+    Reports by other members neither close nor shield it (SI 2014/1230
+    regs 44(1), (4) and 46(1)). This is the existing annual proxy, not a
+    notice/deadline model. No tax-credit reports are generated here. Ages
+    avoid the changing Pension Credit qualifying-age boundary.
+    """
     dwp = parameters.gov.dwp
     members = couple + others
     assert not any(
@@ -165,7 +159,7 @@ def legacy_benefits_closed(couple, others, parameters):
     ), "tax credit closures are not read here"
 
     def reports(variable):
-        return any(member.get(variable, 0) > 0 for member in members)
+        return any(member.get(variable, 0) > 0 for member in couple)
 
     closed_report = (
         reports("income_support_reported") and not dwp.income_support.active
@@ -176,14 +170,24 @@ def reports(variable):
     return not all(adult["age"] >= 70 for adult in couple)
 
 
-def candidates(couple, others, reported):
+def candidates(couple, others, reported, parameters):
     """Indexes (into couple + others) of members who could be the claimant."""
     members = couple + others
-    couple_reports = any(adult.get(reported, 0) > 0 for adult in couple)
+    couple_closed = legacy_benefits_closed(couple, [], parameters)
+    open_reports = [
+        member.get(reported, 0) > 0
+        and not (
+            couple_closed
+            if i < len(couple)
+            else legacy_benefits_closed([member], [], parameters)
+        )
+        for i, member in enumerate(members)
+    ]
+    couple_reports = any(open_reports[: len(couple)])
     return [
         i
-        for i, member in enumerate(members)
-        if member.get(reported, 0) > 0 and (i < len(couple) or not couple_reports)
+        for i, reports in enumerate(open_reports)
+        if reports and (i < len(couple) or not couple_reports)
     ]
 
 
@@ -206,13 +210,9 @@ def other_member_works(i):
     passes = any(
         not esa_claimant_in_remunerative_work(members[i], parameters)
         and not other_member_works(i)
-        for i in candidates(couple, others, "esa_income_reported")
-    )
-    return (
-        passes
-        and capital <= ESA.capital.limit
-        and not legacy_benefits_closed(couple, others, parameters)
+        for i in candidates(couple, others, "esa_income_reported", parameters)
     )
+    return passes and capital <= ESA.capital.limit
 
 
 def jsa_screen(couple, others, capital, parameters):
@@ -234,10 +234,6 @@ def other_member_works(i):
 
     passes = any(
         weekly_hours(members[i]) < WORK.claimant_hours and not other_member_works(i)
-        for i in candidates(couple, others, "jsa_income_reported")
-    )
-    return (
-        passes
-        and capital <= JSA.income.capital.limit
-        and not legacy_benefits_closed(couple, others, parameters)
+        for i in candidates(couple, others, "jsa_income_reported", parameters)
     )
+    return passes and capital <= JSA.income.capital.limit

policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_remunerative_work.yaml

@@ -1179,7 +1179,7 @@
     # The lodger's own claim passes, so they are on it; the claimant is not.
     is_on_income_related_esa: [false, true]
 
-- name: A non-dependent adult's own ESA ends once the family's legacy benefits have closed
+- name: A non-dependent adult's own ESA remains open when only the couple's legacy benefits close
   period: 2025
   absolute_error_margin: 0
   input:
@@ -1205,15 +1205,13 @@
         members: [claimant, lodger, child]
   output:
     legacy_benefits_closed: true
-    # The lodger does not work, so the screen fails only on the closure.
+    # The separate non-working claim remains open under the annual proxy.
     esa_income_claimant_remunerative_work: [false, false, false]
-    esa_income_eligible: false
-    esa_income: 0
-    # The model ends every member's award once the family's legacy benefits
-    # close, the lodger's own claim included, so nobody is on it. That is a
-    # model simplification: in law the migration notice reaches only the
-    # claimant and partner (SI 2014/1230 regs 44(1), (4) and 46(1)).
-    is_on_income_related_esa: [false, false, false]
+    esa_income_eligible: true
+    esa_income: 5000
+    claimant_or_partner_esa_income: 0
+    # Only the claimant's own award closes; the lodger's own claim passes.
+    is_on_income_related_esa: [false, true, false]
 
 # The Income Support gate reads the screened award (s.124(1)(h)).
 
@@ -1248,3 +1246,32 @@
     # Without the work test the partner's award would count as income-related
     # ESA of the other member of the couple and bar the claim.
     income_support_eligible: true
+
+- name: Issue 2395 outside closed IS report leaves the couple ESA award open
+  period: 2027
+  absolute_error_margin: 0
+  input:
+    people:
+      claimant:
+        age: 30
+        is_claimant_or_partner: true
+        esa_income_reported: 5_000
+      partner:
+        age: 30
+        is_claimant_or_partner: true
+      outside:
+        age: 40
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        income_support_reported: 1_000
+    benunits:
+      unit:
+        members: [claimant, partner, outside]
+        esa_income_assessable_capital: 0
+    households:
+      household:
+        members: [claimant, partner, outside]
+  output:
+    legacy_benefits_closed: false
+    esa_income: 5_000
+    claimant_or_partner_esa_income: 5_000

policyengine_uk/tests/policy/baseline/finance/benefit/family/jsa_income/jsa_income_remunerative_work.yaml

@@ -445,7 +445,7 @@
     # The lodger's own claim passes, so they are on it; the claimant is not.
     is_on_income_based_jsa: [false, true]
 
-- name: A non-dependent adult's own JSA ends once the family's legacy benefits have closed
+- name: A non-dependent adult's own JSA remains open when only the couple's legacy benefits close
   period: 2025
   absolute_error_margin: 0
   input:
@@ -471,15 +471,13 @@
         members: [claimant, lodger, child]
   output:
     legacy_benefits_closed: true
-    # The lodger does not work, so the screen fails only on the closure.
+    # The separate non-working claim remains open under the annual proxy.
     jsa_remunerative_work_hours: [0, 0, 0]
-    jsa_income_eligible: false
-    jsa_income: 0
-    # The model ends every member's award once the family's legacy benefits
-    # close, the lodger's own claim included, so nobody is on it. That is a
-    # model simplification: in law the migration notice reaches only the
-    # claimant and partner (SI 2014/1230 regs 44(1), (4) and 46(1)).
-    is_on_income_based_jsa: [false, false, false]
+    jsa_income_eligible: true
+    jsa_income: 3000
+    claimant_or_partner_jsa_income: 0
+    # Only the claimant's own award closes; the lodger's own claim passes.
+    is_on_income_based_jsa: [false, true, false]
 
 # The Income Support gate reads the screened award (s.124(1)(f)).
 
@@ -508,3 +506,38 @@
     jsa_income_eligible: false
     jsa_income: 0
     income_support_eligible: true
+
+- name: Issue 2395 couple closure leaves a separate outside JSA award open
+  period: 2025
+  absolute_error_margin: 0
+  input:
+    people:
+      claimant:
+        age: 30
+        is_claimant_or_partner: true
+        is_parent: true
+        child_tax_credit_reported: 2_000
+      partner:
+        age: 30
+        is_claimant_or_partner: true
+        is_parent: true
+      outside:
+        age: 40
+        is_claimant_or_partner: false
+        current_education: NOT_IN_EDUCATION
+        jsa_income_reported: 5_000
+      child:
+        age: 5
+        is_claimant_or_partner: false
+    benunits:
+      unit:
+        members: [claimant, partner, outside, child]
+        jsa_income_assessable_capital: 0
+    households:
+      household:
+        members: [claimant, partner, outside, child]
+  output:
+    legacy_benefits_closed: true
+    jsa_income: 5_000
+    claimant_or_partner_jsa_income: 0
+    is_on_income_based_jsa: [false, false, true, false]