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/how_to_guides/calculating_elterngeld.ipynb

@@ -278,38 +278,7 @@
    "execution_count": null,
    "metadata": {},
    "outputs": [],
-   "source": [
-    "input_data_after_birth = {\n",
-    "    \"alter\": np.array([31, 0]),\n",
-    "    \"alter_monate\": np.array([372, 0]),\n",
-    "    \"arbeitsstunden_w\": np.array([0, 0]),\n",
-    "    \"bürgergeld\": {\"p_id_einstandspartner\": np.array([-1, -1])},\n",
-    "    \"einnahmen\": {\"bruttolohn_m\": np.array([0, 0])},\n",
-    "    \"elterngeld\": {\n",
-    "        \"bisherige_bezugsmonate\": np.array([0, 0]),\n",
-    "        \"claimed\": np.array([True, False]),\n",
-    "        \"mean_nettoeinkommen_in_12_monaten_vor_geburt_m\": np.append(\n",
-    "            net_wage_12_months_before_birth, np.array([0])\n",
-    "        ),\n",
-    "        \"zu_versteuerndes_einkommen_vorjahr_y_sn\": np.append(\n",
-    "            taxable_income_2023, np.array([0])\n",
-    "        ),\n",
-    "    },\n",
-    "    \"familie\": {\n",
-    "        \"alleinerziehend\": np.array([True, False]),\n",
-    "        \"p_id_elternteil_1\": np.array([-1, 0]),\n",
-    "        \"p_id_elternteil_2\": np.array([-1, -1]),\n",
-    "    },\n",
-    "    \"hh_id\": np.array([0, 0]),\n",
-    "    \"kindergeld\": {\"in_ausbildung\": np.array([False, False])},\n",
-    "    \"lohnsteuer\": {\"steuerklasse\": np.array([1, 1])},\n",
-    "    \"p_id\": np.array([0, 1]),\n",
-    "    \"sozialversicherung\": {\n",
-    "        \"pflege\": {\"beitrag\": {\"hat_kinder\": np.array([True, False])}}\n",
-    "    },\n",
-    "    \"wohnort_ost_hh\": np.array([False, False]),\n",
-    "}"
-   ]
+   "source": "input_data_after_birth = {\n    \"alter\": np.array([31, 0]),\n    \"alter_monate\": np.array([372, 0]),\n    \"arbeitsstunden_w\": np.array([0, 0]),\n    \"einnahmen\": {\"bruttolohn_m\": np.array([0, 0])},\n    \"elterngeld\": {\n        \"bisherige_bezugsmonate\": np.array([0, 0]),\n        \"claimed\": np.array([True, False]),\n        \"mean_nettoeinkommen_in_12_monaten_vor_geburt_m\": np.append(\n            net_wage_12_months_before_birth, np.array([0])\n        ),\n        \"zu_versteuerndes_einkommen_vorjahr_y_sn\": np.append(\n            taxable_income_2023, np.array([0])\n        ),\n    },\n    \"familie\": {\n        \"alleinerziehend\": np.array([True, False]),\n        \"p_id_lebenspartner\": np.array([-1, -1]),\n        \"p_id_elternteil_1\": np.array([-1, 0]),\n        \"p_id_elternteil_2\": np.array([-1, -1]),\n    },\n    \"hh_id\": np.array([0, 0]),\n    \"kindergeld\": {\"in_ausbildung\": np.array([False, False])},\n    \"lohnsteuer\": {\"steuerklasse\": np.array([1, 1])},\n    \"p_id\": np.array([0, 1]),\n    \"sozialversicherung\": {\n        \"pflege\": {\"beitrag\": {\"hat_kinder\": np.array([True, False])}}\n    },\n    \"wohnort_ost_hh\": np.array([False, False]),\n}"
   },
   {
    "cell_type": "markdown",

docs/how_to_guides/modifications_of_policy_environments.ipynb

@@ -135,14 +135,12 @@
     "        },\n",
     "        \"gemeinsam_veranlagt\": np.array([True, True, False]),\n",
     "    },\n",
-    "    \"bürgergeld\": {\n",
-    "        \"p_id_einstandspartner\": np.array([1, 0, -1])\n",
-    "    },  # not required for ESt, but we need it later\n",
     "    \"familie\": {\n",
     "        \"alleinerziehend\": np.array([False, False, False]),\n",
     "        \"p_id_ehepartner\": np.array([1, 0, -1]),\n",
     "        \"p_id_elternteil_1\": np.array([-1, -1, 0]),\n",
     "        \"p_id_elternteil_2\": np.array([-1, -1, 1]),\n",
+    "        \"p_id_lebenspartner\": np.array([1, 0, -1]),\n",
     "    },\n",
     "    \"geburtsjahr\": np.array([1985, 1985, 2020]),\n",
     "    \"kindergeld\": {\n",

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
@@ -89,8 +89,7 @@ the [dedicated repository](https://github.com/ttsim-dev/gettsim-crazy-grouping-r
 
 ### Pointers
 
-- `arbeitslosengeld_2__p_id_einstandspartner` until 2022;
-  `bürgergeld__p_id_einstandspartner` since 2023 (exogenous)
+- `familie__p_id_lebenspartner` (exogenous)
 - `familie__p_id_elternteil_1`, `familie__p_id_elternteil_2` (exogenous)
 
 ## Elterngeld
@@ -167,7 +166,7 @@ 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 couple (Lebenspartner) 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.
@@ -182,8 +181,7 @@ the [dedicated repository](https://github.com/ttsim-dev/gettsim-crazy-grouping-r
 
 #### Pointers
 
-- `arbeitslosengeld_2__p_id_einstandspartner` until 2022;
-  `bürgergeld__p_id_einstandspartner` since 2023 (exogenous)
+- `familie__p_id_lebenspartner` (exogenous)
 - `familie__p_id_elternteil_1`, `familie__p_id_elternteil_2` (exogenous)
 
 ### SGB XII (Hilfe zum Lebensunterhalt)
@@ -192,7 +190,7 @@ 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
@@ -214,14 +212,12 @@ 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
 
 - `hh_id`
-- `arbeitslosengeld_2__p_id_einstandspartner` until 2022;
-  `bürgergeld__p_id_einstandspartner` since 2023 (exogenous)
+- `familie__p_id_lebenspartner` (exogenous)
 - `familie__p_id_elternteil_1`, `familie__p_id_elternteil_2` (exogenous)
 
 ### SGB XII (Grundsicherung im Alter / bei Erwerbsminderung)
@@ -230,7 +226,7 @@ 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
@@ -240,15 +236,11 @@ 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
 
-- `arbeitslosengeld_2__p_id_einstandspartner` until 2022;
-  `bürgergeld__p_id_einstandspartner` since 2023 (exogenous)
+- `familie__p_id_lebenspartner` (exogenous)
 - `familie__p_id_elternteil_1`, `familie__p_id_elternteil_2` (exogenous)
 
 ### SGB XII (Eingliederungshilfe für Menschen mit Behinderung)
@@ -282,7 +274,7 @@ Government expenditures: 4 Mrd €
   - Spouse / registered partner / life partner (as long as in same household)
   - Parents (incl. step-, foster- and in-laws) (as long as in same household)
   - Children (incl. step-, foster- and adopted children) (as long as in same household)
-  - "Einstandspartner": non-relatives living in the same household and sharing
+  - "Lebenspartner": non-relatives living in the same household and sharing
     responsibility for each other (e.g. couples that are not married or in a civil
     union) (as long as in same household)
     - A community of responsibility or joint liability is regulated in § 7 Abs. 3a SGB
@@ -313,8 +305,7 @@ Government expenditures: 4 Mrd €
 ### Pointers
 
 - `hh_id`
-- `arbeitslosengeld_2__p_id_einstandspartner` until 2022;
-  `bürgergeld__p_id_einstandspartner` since 2023 (exogenous)
+- `familie__p_id_lebenspartner` (exogenous)
 - `familie__p_id_elternteil_1`, `familie__p_id_elternteil_2` (exogenous)
 
 ## Kinderwohngeld
@@ -327,24 +318,6 @@ 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/arbeitslosengeld_2/inputs.py

@@ -1,14 +1,3 @@
 """Input columns."""
 
 from __future__ import annotations
-
-from gettsim.tt import FKType, policy_input
-
-
-@policy_input(
-    start_date="2005-01-01",
-    end_date="2022-12-31",
-    foreign_key_type=FKType.MUST_NOT_POINT_TO_SELF,
-)
-def p_id_einstandspartner() -> int:
-    """Identifier of Einstandspartner."""

src/gettsim/germany/arbeitslosengeld_2/regelbedarf.py

@@ -198,12 +198,12 @@ def kindersatz_m_nach_regelbedarfsstufen_mit_sofortzuschlag(
 def erwachsenensatz_m_bis_2010(
     mehrbedarf_alleinerziehend_m: float,
     kindersatz_m: float,
-    p_id_einstandspartner: int,
+    familie__p_id_lebenspartner: int,
     regelsatz_anteilsbasiert: RegelsatzAnteilsbasiert,
 ) -> float:
     """Basic monthly subsistence / SGB II needs for adults without dwelling."""
     # BG has 2 adults
-    if p_id_einstandspartner >= 0:
+    if familie__p_id_lebenspartner >= 0:
         out = regelsatz_anteilsbasiert.basissatz * (
             regelsatz_anteilsbasiert.erwachsen.je_erwachsener_bei_zwei_erwachsenen
         )
@@ -224,12 +224,12 @@ def erwachsenensatz_m_bis_2010(
 def erwachsenensatz_m_ab_2011(
     mehrbedarf_alleinerziehend_m: float,
     kindersatz_m: float,
-    p_id_einstandspartner: int,
+    familie__p_id_lebenspartner: int,
     grundsicherung__regelbedarfsstufen: Regelbedarfsstufen,
 ) -> float:
     """Basic monthly subsistence / SGB II needs for adults without dwelling since 2011."""
     # BG has 2 adults
-    if p_id_einstandspartner >= 0:
+    if familie__p_id_lebenspartner >= 0:
         out = grundsicherung__regelbedarfsstufen.rbs_2
     # This observation is not a child, so BG has 1 adult
     elif kindersatz_m == 0.0:

src/gettsim/germany/bürgergeld/inputs.py

@@ -2,14 +2,9 @@
 
 from __future__ import annotations
 
-from gettsim.tt import FKType, policy_input
+from gettsim.tt import policy_input
 
 
 @policy_input(start_date="2023-01-01")
 def bezug_im_vorjahr() -> bool:
     """Person received Bürgergeld in the last 12 months."""
-
-
-@policy_input(start_date="2023-01-01", foreign_key_type=FKType.MUST_NOT_POINT_TO_SELF)
-def p_id_einstandspartner() -> int:
-    """Identifier of Einstandspartner."""

src/gettsim/germany/bürgergeld/regelbedarf.py

@@ -114,12 +114,12 @@ def kindersatz_m_nach_regelbedarfsstufen_mit_sofortzuschlag(
 def erwachsenensatz_m_ab_2011(
     mehrbedarf_alleinerziehend_m: float,
     kindersatz_m: float,
-    p_id_einstandspartner: int,
+    familie__p_id_lebenspartner: int,
     grundsicherung__regelbedarfsstufen: Regelbedarfsstufen,
 ) -> float:
     """Basic monthly subsistence / SGB II needs for adults without dwelling."""
     # BG has 2 adults
-    if p_id_einstandspartner >= 0:
+    if familie__p_id_lebenspartner >= 0:
         out = grundsicherung__regelbedarfsstufen.rbs_2
     # This observation is not a child, so BG has 1 adult
     elif kindersatz_m == 0.0:

src/gettsim/germany/elterngeld/elterngeld.py

@@ -63,7 +63,7 @@ def anzahl_anträge_fg(claimed: bool, fg_id: int) -> int:
 )
 def bezugsmonate_partner_bis_2022(
     bisherige_bezugsmonate: int,
-    arbeitslosengeld_2__p_id_einstandspartner: int,
+    familie__p_id_lebenspartner: int,
     p_id: int,
 ) -> int:
     pass
@@ -74,7 +74,7 @@ def bezugsmonate_partner_bis_2022(
 )
 def bezugsmonate_partner_ab_2023(
     bisherige_bezugsmonate: int,
-    bürgergeld__p_id_einstandspartner: int,
+    familie__p_id_lebenspartner: int,
     p_id: int,
 ) -> int:
     pass