Introduce Einsatzgemeinschaft (eg) group for SGB XII

AGENTS.md

@@ -189,7 +189,7 @@ def höchstbetrag_m(...) -> float: ...
 - `_hh` (Haushalt - household)
 - `_fg` (Familiengemeinschaft)
 - `_bg` (Bedarfsgemeinschaft)
-- `_eg` (Einstandsgemeinschaft)
+- `_eg` (Einsatzgemeinschaft)
 - `_ehe` (Ehegemeinschaft)
 
 Example: `arbeitslosengeld_2__betrag_m_bg` = monthly ALG2 amount at Bedarfsgemeinschaft

CHANGES.md

@@ -15,6 +15,8 @@ All releases are available on [Anaconda.org](https://anaconda.org/conda-forge/ge
 
 ## Unreleased
 
+- {gh}`1159` Add Einsatzgemeinschaft (SGB XII); remove Einstandsgemeinschaft.
+  ({ghuser}`MImmesberger`)
 - {gh}`1154` Fix Freibetrag for pension income from all pillars for Grundsicherung im
   Alter. ({ghuser}`MImmesberger`)
 - {gh}`1155` Fix Vermögensfreibetrag for Grundsicherung im Alter.

docs/geps/gep-01.md

@@ -101,16 +101,16 @@ GETTSIM knows about the following units:
   unit is based on the priority check via
   `vorrangprüfungen__wohngeld_vorrang_vor_arbeitslosengeld_2_bg` and
   `vorrangprüfungen__wohngeld_und_kinderzuschlag_vorrang_vor_arbeitslosengeld_2_bg`.
-- `arbeitslosengeld_2__fg_id`: Familiengemeinschaft. Maximum of two generations, the
-  relevant unit for Bürgergeld / Arbeitslosengeld 2. Another way to think about this is
-  the potential Bedarfsgemeinschaft before making checks for whether children have
-  enough income fend for themselves. Subset of `hh`.
-- `arbeitslosengeld_2__bg_id`: Bedarfsgemeinschaft, i.e., Familiengemeinschaft excluding
-  children who have enough income to fend for themselves (they will form separate
-  `bg`s). Subset of `arbeitslosengeld_2__fg_id`.
-- `arbeitslosengeld_2__eg_id`: Einstandsgemeinschaft, a couple whose members are deemed
-  to be responsible for each other. This includes couples that live together and may or
-  may not be married or in a civil union.
+- `arbeitslosengeld_2__fg_id` and `bürgergeld__fg_id`: Familiengemeinschaft. Maximum of
+  two generations, the relevant unit for Bürgergeld / Arbeitslosengeld 2. Another way to
+  think about this is the potential Bedarfsgemeinschaft before making checks for whether
+  children have enough income fend for themselves. Subset of `hh`.
+- `arbeitslosengeld_2__bg_id` and `bürgergeld__bg_id`: Bedarfsgemeinschaft, i.e.,
+  Familiengemeinschaft excluding children who have enough income to fend for themselves
+  (they will form separate `bg`s). Subset of `arbeitslosengeld_2__fg_id` /
+  `bürgergeld__fg_id`.
+- `grundsicherung__eg_id`: Einsatzgemeinschaft according to § 27 Abs. 2 SGB XII. Maximum
+  of two generations, the relevant unit for Grundsicherung im Alter / Sozialhilfe.
 - `familie__ehe_id`: Ehegemeinschaft, i.e. couples that are married or in a civil union.
 - `einkommensteuer__sn_id`: Steuernummer (same for spouses filing taxes jointly, not the
   same as the Germany-wide Steuer-ID)

docs/tt_explanations/hh_concepts.md

@@ -24,7 +24,7 @@ The units are:
 | Bedarfsgemeinschaft              | arbeitslosengeld_2\_\_bg_id | Familiengemeinschaft except for children who have enough income to fend for themselves. Relevant unit for Bürgergeld / Arbeitslosengeld 2.                                      | yes        |
 | Steuernummer                     | einkommensteuer\_\_sn_id    | Spouses filing taxes jointly or individuals.                                                                                                                                    | yes        |
 | Ehepartner                       | familie\_\_ehe_id           | Couples that are either married or in a civil union.                                                                                                                            | yes        |
-| Einstandsgemeinschaft            | arbeitslosengeld_2\_\_eg_id | A couple whose members are deemed to be responsible for each other.                                                                                                             | yes        |
+| Einsatzgemeinschaft              | grundsicherung\_\_eg_id     | Einsatzgemeinschaft according to § 27 Abs. 2 SGB XII. Maximum of two generations, the relevant base unit for Grundsicherung im Alter / Sozialhilfe.                             | yes        |
 
 Note that GETTSIM handles only simple cases (`hh_id` = `fg_id` = `bg_id` = `wthh_id`)
 out of the box. If you need to handle more complex cases, you will need to pass all of
@@ -167,7 +167,8 @@ the [dedicated repository](https://github.com/ttsim-dev/gettsim-crazy-grouping-r
 #### Description
 
 - Bedarfsgemeinschaft comprised of:
-  - Einstandsgemeinschaft (SGB II - max 2 adults, marriage-like relationships)
+  - A single or a couple (Einstandspartner) whose members are deemed to be responsible
+    for each other
   - Children under 18/25 whose income does not exceed their own needs. - The
     "Kinderwohngeld" allows children to leave the Bedarfsgemeinschaft if Wohngeld (and
     other sourced of income) is sufficient to cover their needs. Not implemented yet.
@@ -192,7 +193,7 @@ the [dedicated repository](https://github.com/ttsim-dev/gettsim-crazy-grouping-r
 
 Government expenditures: 1.5 Mrd €
 
-- Entitled to benefits: Einstandsgemeinschaft (SGB XII) - §27 SGB XII
+- Entitled to benefits: Einsatzgemeinschaft (SGB XII) - §27 SGB XII
   - max 2 adults, marriage-like relationships
   - Their children under 18 living in the same household whose income does not exceed
     their own needs
@@ -214,8 +215,7 @@ Regarding the household definition:
 
 #### Aggregation unit
 
-- Not implemented yet. The current `arbeitslosengeld_2__eg_id`/`bürgergeld__eg_id` is
-  not sufficient as it doesn't include children (it follows the SGB II definition).
+- `grundsicherung__eg_id` (Einsatzgemeinschaft)
 
 #### Pointers
 
@@ -230,7 +230,7 @@ Regarding the household definition:
 
 Government expenditures: 7 Mrd €
 
-- Entitled to benefits: Einstandsgemeinschaft (SGB XII) - §27 SGB XII
+- Entitled to benefits: Einsatzgemeinschaft (SGB XII) - §27 SGB XII
   - max 2 adults, marriage-like relationships
   - Their children under 18 living in the same household whose income does not exceed
     their own needs
@@ -240,10 +240,7 @@ Government expenditures: 7 Mrd €
 
 #### Aggregation unit
 
-- Currently: `arbeitslosengeld_2__eg_id` until 2022; `bürgergeld__eg_id` since 2023
-  (endogenous)
-- The current implementation of `arbeitslosengeld_2__eg_id`/`bürgergeld__eg_id` is not
-  sufficient as it doesn't include children (it follows the SGB II definition).
+- `grundsicherung__eg_id` (Einsatzgemeinschaft, endogenous)
 
 #### Pointers
 
@@ -327,24 +324,6 @@ Government expenditures: 4 Mrd €
 - Does not happen automatically, but upon request by the parents
 - Not implemented yet.
 
-## Limitations
-
-- Within a Wohngeldhaushalt, no distinction can be made between persons without
-  Einstandsverpflichtung according to SGB II or SGB XII and those with
-  Einstandsverpflichtung
-
-- Can only show the two extreme cases
-
-  1. all non-vertical or partner relationships not a candidate for Haushaltsgemeinschaft
-     according to SGB II / SGB XII
-  1. all non-vertical or partner relationships are candidates for Haushaltsgemeinschaft
-     according to SGB II / SGB XII
-
-  Typically, 1. will be the solution (hurdles for joint economic activity are high).
-
-- An alternative would be another ID variable that specifies Einstandsgemeinschaft
-  according to SGB II and SGB XII.
-
 ### Parts of the data not available
 
 - Adult children exist, but not in the dataset

src/gettsim/germany/familie/familie.py

@@ -236,43 +236,50 @@ def alleinerziehend_sn(familie__alleinerziehend: bool, sn_id: int) -> bool:
     pass
 
 
-@policy_function()
-def ist_kind_in_einstandsgemeinschaft(alter: int) -> bool:
-    """Determines whether the given person is a child in a Einstandsgemeinschaft.
-
-    The 'child' definition follows §27 SGB XII.
-    """
-    # TODO(@MImmesberger): This assumes that parents are part of the minor's (SGB XII)
-    # Einstandsgemeinschaft. This is not necessarily true. Rewrite once we refactor SGB
-    # XII.
-    # https://github.com/ttsim-dev/gettsim/issues/738
-    return alter <= 17
+@policy_function(start_date="2005-01-01", vectorization_strategy="not_required")
+def ist_kind_in_einsatzgemeinschaft(
+    p_id_elternteil_1: IntColumn,
+    p_id_elternteil_2: IntColumn,
+    p_id: IntColumn,
+    eg_id: IntColumn,
+    xnp: ModuleType,
+) -> BoolColumn:
+    """Child in an Einsatzgemeinschaft (§ 27 Abs. 2 SGB XII)."""
+    eg_id_elternteil_1 = join(
+        foreign_key=p_id_elternteil_1,
+        primary_key=p_id,
+        target=eg_id,
+        value_if_foreign_key_is_missing=-1,
+        xnp=xnp,
+    )
+    eg_id_elternteil_2 = join(
+        foreign_key=p_id_elternteil_2,
+        primary_key=p_id,
+        target=eg_id,
+        value_if_foreign_key_is_missing=-1,
+        xnp=xnp,
+    )
+    in_gleicher_eg_wie_elternteil_1 = eg_id_elternteil_1 == eg_id
+    in_gleicher_eg_wie_elternteil_2 = eg_id_elternteil_2 == eg_id
+    return in_gleicher_eg_wie_elternteil_1 | in_gleicher_eg_wie_elternteil_2
 
 
-@policy_function()
-def ist_erwachsener_in_einstandsgemeinschaft(
-    ist_kind_in_einstandsgemeinschaft: bool,
+@policy_function(start_date="2005-01-01")
+def ist_erwachsener_in_einsatzgemeinschaft(
+    ist_kind_in_einsatzgemeinschaft: bool,
 ) -> bool:
-    """
-    Determines whether the given person is an adult in a Einstandsgemeinschaft.
-
-    The 'adult' definition follows §27 SGB XII.
-    """
-    # TODO(@MImmesberger): This assumes that parents are part of the minor's
-    # Einstandsgemeinschaft. This is not necessarily true. Rewrite once we refactor SGB
-    # XII.
-    # https://github.com/ttsim-dev/gettsim/issues/738
-    return not ist_kind_in_einstandsgemeinschaft
+    """Adult in an Einsatzgemeinschaft (§ 27 Abs. 2 SGB XII)."""
+    return not ist_kind_in_einsatzgemeinschaft
 
 
 @agg_by_group_function(start_date="2005-01-01", agg_type=AggType.SUM)
-def anzahl_kinder_eg(ist_kind_in_einstandsgemeinschaft: bool, eg_id: int) -> int:
+def anzahl_kinder_eg(ist_kind_in_einsatzgemeinschaft: bool, eg_id: int) -> int:
     pass
 
 
 @agg_by_group_function(start_date="2005-01-01", agg_type=AggType.SUM)
 def anzahl_erwachsene_eg(
-    ist_erwachsener_in_einstandsgemeinschaft: bool, eg_id: int
+    ist_erwachsener_in_einsatzgemeinschaft: bool, eg_id: int
 ) -> int:
     pass
 

src/gettsim/germany/grundsicherung/im_alter/im_alter.py

@@ -26,7 +26,7 @@ def betrag_m_eg_bis_2022(
     familie__anzahl_kinder_eg: int,
     familie__anzahl_personen_eg: int,
 ) -> float:
-    """Calculate Grundsicherung im Alter on household level.
+    """Grundsicherung im Alter.
 
     # ToDo: There is no check for Wohngeld included as Wohngeld is
     # ToDo: currently not implemented for retirees.
@@ -82,7 +82,7 @@ def betrag_m_eg_ab_2023(
     familie__anzahl_kinder_eg: int,
     familie__anzahl_personen_eg: int,
 ) -> float:
-    """Calculate Grundsicherung im Alter on household level.
+    """Grundsicherung im Alter.
 
     # ToDo: There is no check for Wohngeld included as Wohngeld is
     # ToDo: currently not implemented for retirees.
@@ -131,7 +131,7 @@ def mehrbedarf_schwerbehinderung_g_m(
     mehrbedarf_bei_schwerbehinderungsgrad_g: float,
     grundsicherung__regelbedarfsstufen: Regelbedarfsstufen,
 ) -> float:
-    """Calculate additional allowance for individuals with disabled person's pass G."""
+    """Additional allowance for individuals with disabled person's pass G."""
     mehrbedarf_single = (
         grundsicherung__regelbedarfsstufen.rbs_1
     ) * mehrbedarf_bei_schwerbehinderungsgrad_g
@@ -151,14 +151,12 @@ def mehrbedarf_schwerbehinderung_g_m(
 
 @policy_function(start_date="2005-01-01")
 def vermögensfreibetrag_eg(
-    familie__anzahl_kinder_fg: int,
-    familie__anzahl_erwachsene_fg: int,
+    familie__anzahl_kinder_eg: int,
+    familie__anzahl_erwachsene_eg: int,
     parameter_vermögensfreibetrag: dict[str, float],
 ) -> float:
-    """Calculate wealth not considered for Grundsicherung im Alter on household
-    level.
-    """
+    """Wealth not considered for Grundsicherung im Alter."""
     return (
-        parameter_vermögensfreibetrag["erwachsene"] * familie__anzahl_erwachsene_fg
-        + parameter_vermögensfreibetrag["kinder"] * familie__anzahl_kinder_fg
+        parameter_vermögensfreibetrag["erwachsene"] * familie__anzahl_erwachsene_eg
+        + parameter_vermögensfreibetrag["kinder"] * familie__anzahl_kinder_eg
     )