CHANGELOG.md

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

2.18.0 - 2024-12-05 12:43:06

Added

• Scottish Winter Fuel Payment equivalent.

2.17.0 - 2024-12-04 16:48:42

Fixed

• Scottish baseline matched with Scottish Fiscal Commission.

2.16.0 - 2024-11-28 16:54:41

Changed

• Pinned UK data to 1.9.0.

2.15.1 - 2024-11-05 14:05:53

Fixed

• Bug in budget change reforms.

2.15.0 - 2024-10-30 17:24:57

Added

• OBR Autumn 2024 EFO economic factors.

2.14.1 - 2024-10-30 14:02:58

Fixed

• NI threshold in 2027.

2.14.0 - 2024-10-28 12:09:01

Fixed

• Bugs affecting household app calculations.

2.13.2 - 2024-10-28 10:46:29

Fixed

• Threshold freeze for ST extended to 2027.

2.13.1 - 2024-10-24 13:24:27

Fixed

• Bug causing capital gains responses to be calculated for every reform simulation.

2.13.0 - 2024-10-24 11:42:25

Fixed

• Bug causing household app crashes.
• Metadat for OBR parameters.

2.12.0 - 2024-10-23 14:47:21

Added

• Capital Gains Tax elasticities.

2.11.0 - 2024-10-23 10:15:26

Added

• Benefit uprating for 2025/26.

2.10.0 - 2024-10-22 11:24:42

Changed

• Data bumped to 1.9.0.

2.9.0 - 2024-10-22 08:36:24

Changed

• UK data updated to 1.8.0.

2.8.0 - 2024-10-21 13:04:20

Fixed

• Adjusted private school attendance factor to 0.85.

2.7.0 - 2024-10-21 10:09:01

Added

• Automatic allocation of post-employee-incidence employee to households (consumers/capital).

2.6.0 - 2024-10-19 19:58:09

Fixed

• Bug in budget change reforms.

2.5.0 - 2024-10-19 09:27:21

Changed

• UK data package bumped to 1.6.

2.4.0 - 2024-10-17 21:43:42

Added

• Employee incidence percentage for employer NICs.

2.3.0 - 2024-10-17 10:47:06

Changed

• UK-data bumped to 1.5.

2.2.0 - 2024-10-16 11:52:07

Fixed

• Add employer NI incidence.

2.1.1 - 2024-09-18 11:12:23

2.1.0 - 2024-09-18 11:04:12

Fixed

• Add back recursive-include.

2.0.0 - 2024-09-18 10:53:42

Changed

• Dataset handling outsourced to policyengine-uk-data.

1.8.0 - 2024-09-16 11:41:10

Fixed

• Missing metadata in variables.
• Inflation uprating for some parameters.
• Inconsistent variable capitalisation.

1.7.4 - 2024-09-16 09:32:28

Fixed

• Ensure rent index is tracking CPI.

1.7.3 - 2024-09-03 22:35:35

Changed

• Update policyengine-core.
• Apply new approach to determine if in a microsimulation.

1.7.2 - 2024-08-28 23:37:22

Added

• Test suite for private_school_vat
• Test suite for attends_private_school

1.7.1 - 2024-08-22 20:35:09

Added

• Mask applied to private_school_vat to prevent calculation error when household weights aren't provided

1.7.0 - 2024-08-15 11:36:14

Added

• CPI category forecasts.

1.6.0 - 2024-08-15 11:09:56

Fixed

• Updated inflation uprating for COICOP categories.

1.5.1 - 2024-08-12 22:11:31

Changed

• Corrected spelling on SPI validation documentation entry
• Corrected argparse version

1.5.0 - 2024-08-08 15:33:05

Added

• Docs page about SPI 2020/21 validation

Fixed

• Correct Scottish income tax rates for 2020/21

1.4.0 - 2024-07-30 13:05:05

Added

• Winter Fuel Payment to household benefits.

1.3.0 - 2024-07-29 16:47:34

Added

• Winter Fuel Allowance.

1.2.0 - 2024-07-27 10:02:38

Added

• Tax on excess pension contributions

Fixed

• Include Scottish income tax calculation within overall UK income tax calculation
• Apply allowances to all types of income
• Prevent negative income tax output
• Update Dividend Allowance values
• Correct Starter Rate for Savings taper structure
• Prevent calculation errors due to empty extra dividend bracket with conflicting rates

1.1.0 - 2024-07-26 08:35:13

Changed

• Simplified uprating indices by moving OBR parameters to gov folder.

1.0.0 - 2024-07-19 09:43:03

Changed

• Fiscal years are years by default.

0.86.6 - 2024-07-17 16:23:18

Fixed

• Ensure household API version script bumps UK version

0.86.5 - 2024-07-17 15:26:43

Added

• References to many income tax provisions.

Fixed

• Folder distribution and formatting for income tax-related variables.
• pays_scottish_income_tax now returns a Boolean value.

0.86.4 - 2024-07-15 12:12:25

Changed

• Refactor the Housing Benefit parameter, variable and test files.

0.86.3 - 2024-07-11 14:58:53

Changed

• Refactor the Universal Credit parameter, variable and test files.

0.86.2 - 2024-07-10 20:08:36

Added

• Auto-updating of the household API when this package is updated

0.86.1 - 2024-07-10 18:58:10

Added

• Tests to income-related variables

0.86.0 - 2024-07-10 18:29:49

Added

• 2022-23 FRS.

0.85.0 - 2024-06-28 19:59:31

Added

• High-income budget switch.

0.84.0 - 2024-06-28 16:35:47

Added

• Non-dom status switch.

0.83.2 - 2024-06-28 00:49:27

Added

• Private school VAT calculation

0.83.1 - 2024-06-17 16:09:43

Changed

• Uprated PIP, DLA, and Accessibility Account
• Re-enabled PIP and DLA within webapp
• Corrected mistakes in PIP

0.83.0 - 2024-06-11 15:49:29

Fixed

• Property sale rates at 4.5%.

0.82.0 - 2024-06-11 07:51:23

Added

• Budgetary change distributional impact parameters.

0.81.0 - 2024-06-10 12:42:45

Added

• Conservative manifesto policy to move CB HITC to household based.

0.80.0 - 2024-06-07 08:22:24

Added

• Recent reforms to Income Tax and NI.

0.79.0 - 2024-05-28 11:46:47

Added

• Improvements to State Pension handling.
• Basic/additional State Pension splitting.

0.78.0 - 2024-05-27 22:27:48

Added

• Pensioner personal allowance

0.77.0 - 2024-05-23 17:20:21

Added

• Abolition switch for State Pension payments.
• Freeze switch for Pension Credit payments.

Fixed

• New benefit claimants are now accounted for in reforms.

0.76.0 - 2024-05-02 11:47:45

Added

• U.S. progress on labour supply responses.

0.75.0 - 2024-05-01 16:32:07

Added

• State Pension Age reforms.

0.74.1 - 2024-04-30 18:10:23

Fixed

• Update BRMAs.

0.74.0 - 2024-04-30 17:53:26

Fixed

• Capital gains tax improvements.

0.73.1 - 2024-04-16 13:18:46

Fixed

• Bug causing frs_2021 simulations to error.
• Unnecessary system initialisation code.

0.73.0 - 2024-04-12 17:36:36

Changed

• OBR forecast update.

0.72.0 - 2024-03-07 16:04:57

Added

• add Income Tax Integration Test

0.71.0 - 2024-03-05 17:37:39

Added

• Fuel duty revenue projections

0.70.0 - 2024-03-05 11:48:27

Fixed

• Carbon tax intensities for 2024.
• UK NI rate for 2024.

0.69.1 - 2024-03-04 18:45:44

Changed

• Lowered rates for Class 1 and Class 4 NICs, pursuant to the Autumn Statement 2023
• Set Class 2 NIC rate to 0%, pursuant to the Autumn Statement 2023

0.69.0 - 2024-02-19 22:26:55

Added

• Docker image deployment for streamlit documentation.

0.68.0 - 2024-02-19 22:00:58

Added

• Initial version of capital gains imputations and logic.

0.67.0 - 2024-02-17 21:35:30

Added

• Household wealth decile.

Changed

• Assign decile of -1 to households with negative income.

0.66.0 - 2024-02-01 16:02:50

Added

• Add Income Tax test.

0.65.0 - 2024-01-28 17:39:54

Changed

• Calibration routine to include benefit cap statistics.

Fixed

• Benefit cap UC bug.

0.64.0 - 2024-01-04 16:18:59

Added

• Update PIP documentation

0.63.2 - 2024-01-04 16:08:24

Added

• Added tests for fuel duty.

0.63.1 - 2023-12-17 10:18:46

Fixed

• Bump policyengine-core to capture simulation randomness bug fixes.

0.63.0 - 2023-12-15 14:54:47

Changed

• Validated and standardised National Insurance variables.

0.62.2 - 2023-12-15 14:32:51

Added

• Missing uprating parameters for 2018.

0.62.1 - 2023-12-14 16:07:36

Added

• Test cases for TV Licence.

0.62.0 - 2023-12-05 12:45:18

Added

• Enhanced FRS version for December 2023.

0.61.3 - 2023-11-26 14:29:46

Fixed

• Added missing label for benefit uprating.

0.61.2 - 2023-11-24 10:49:06

Fixed

• Added missing label for benefit uprating.

0.61.1 - 2023-11-23 18:03:37

0.61.0 - 2023-11-23 16:22:19

Added

• Update National Insurance documentation
• Update Income Tax documentation

0.60.0 - 2023-11-22 15:17:21

Added

• HM Treasury baseline for CPI uprating benefits.

0.59.0 - 2023-11-22 12:04:13

Added

• Switch for benefit uprating.

0.58.2 - 2023-11-16 16:32:22

Added

• Documentation for Land and Buildings Transaction Tax.
• Documentation for Land Transaction Tax.

Fixed

• Updated LBTT rate increase for non-primary residences.
• Fixed SDLT description.

0.58.1 - 2023-10-27 20:42:43

Fixed

• Bug causing child minimum basic income ages to function incorrectly when the adult UBI is nonzero.

0.58.0 - 2023-10-19 15:46:33

Added

• Pension Credit documentation page.

0.57.0 - 2023-10-17 14:55:07

Added

• Child minimum age for basic income.

0.56.4 - 2023-10-12 15:11:13

Added

• Documentation for Stamp Duty Land Tax.

0.56.3 - 2023-10-09 19:01:07

0.56.2 - 2023-09-14 16:06:31

Fixed

• Small issues on the NI page.

0.56.1 - 2023-09-14 15:35:12

Added

• Documentation for TV licence.

0.56.0 - 2023-09-14 15:31:01

Added

• Update Universal Credit documentation

0.55.4 - 2023-09-14 15:25:24

Fixed

• TOC entry for NI documentation.

0.55.3 - 2023-09-14 13:53:16

Added

• Documentation example.

0.55.2 - 2023-08-24 14:59:45

Added

• Documentation for fuel duty.

0.55.1 - 2023-08-12 17:36:09

Fixed

• Temporarily remove PIP, DLA and minimum wage parameters from the app.

0.55.0 - 2023-08-07 16:52:20

Added

• Updates values for universal credit from 2016 to 2023

0.54.0 - 2023-07-21 12:20:43

Changed

• Calibration updated with new DWP statistics.

0.53.0 - 2023-07-17 17:10:23

Fixed

• Bug affecting the two-child limit (1% of households)

0.52.0 - 2023-07-09 19:21:46

Added

• Updates to calibration statistics from 2023 benefits and tax sources.

0.51.1 - 2023-06-20 19:19:13

Fixed

• A bug in the income-splitting logic that caused taxable incomes to be too low.

0.51.0 - 2023-06-18 09:17:08

Added

• Marriage tax-related reforms.

0.50.1 - 2023-05-28 02:23:58

Fixed

• Household basic income phase-out rate unit.

0.50.0 - 2023-05-27 15:52:33

Added

• Python 3.10 support.

0.49.1 - 2023-05-23 12:04:57

Added

• Missing labels for parameters.

0.49.0 - 2023-05-09 17:02:36

Added

• Savings variable from the WAS.

Fixed

• Added logging for targets in imputations for completeness.

0.48.0 - 2023-04-24 14:04:39

Added

• 2023 tax rates for UK and Scotland

0.47.0 - 2023-04-24 14:03:45

Added

• Spring Budget 2023 policy changes.

0.46.0 - 2023-04-24 12:16:00

Added

• Extra tax bands for the UK and Scotland.

0.45.1 - 2023-04-10 13:36:29

Added

• Speed improvements
• Parameter metadata fixes

0.45.0 - 2023-04-01 09:38:48

Added

• Improvements to calibration routines.

0.44.3 - 2023-03-30 14:03:15

Fixed

• Marriage Allowance previously didn't have an economic impact.

0.44.2 - 2023-03-26 00:21:18

Fixed

• Import errors due to survey-enhance.

0.44.1 - 2023-03-25 23:53:14

Fixed

• Made Survey-Enhance a dev dependency.

0.44.0 - 2023-03-23 08:45:05

Changed

• PolicyEngine Core data updates accounted for.

0.43.0 - 2023-03-15 11:40:17

Changed

• Fuel duty incidence assumed to be 100% on consumers.

0.42.1 - 2023-03-14 18:22:37

Fixed

• Bugs relating to private pension contributions.

0.42.0 - 2023-03-03 16:23:13

Added

• State Pension uprating parameter.

Fixed

• Corporate wealth for pensioners capped to ensure consistency with pension income in some cases.
• EBC end date is before 2023.

0.41.11 - 2023-03-02 11:57:32

Fixed

• Parameter updates for the CoL payments.
• Metadata for the CEC wealth tax.

0.41.10 - 2023-02-27 17:19:33

Fixed

• EPG test used the wrong variable name.

0.41.9 - 2023-02-27 16:53:13

Fixed

• EPG properly included in net income.

0.41.8 - 2023-02-27 16:01:50

Fixed

• Properly exclude primary residence values from the CEC wealth tax.

0.41.7 - 2023-02-27 15:37:16

Added

• Seasonality to EPG modelling (simple).
• EPG documentation updates.

0.41.6 - 2023-02-27 15:06:37

Fixed

• Energy Price Guarantee implementation.

0.41.5 - 2023-02-27 13:23:51

Fixed

• Bug causing pension contributions to not be correctly deducted from taxable income.

0.41.4 - 2023-02-01 03:38:40

Changed

• Increased default age from 30 to 40.

0.41.3 - 2023-02-01 00:43:08

Changed

• Raised default age from 18 to 30.

0.41.2 - 2023-01-27 13:02:28

Changed

• VAT adjusted to hit administrative targets.

0.41.1 - 2023-01-27 09:21:35

Changed

• MTR calculation limited to one person for speed improvement.
• Benefit cap implementation refactored to share code between UC and HB.

Fixed

• Property income reduces UC as unearned income.

0.41.0 - 2023-01-26 20:09:59

Added

• Wealth tax brackets.
• Intermediate benefit uprating (multiplies by a percentage).

0.40.0 - 2023-01-25 21:14:21

Added

• VAT imputation and implementation.

0.39.0 - 2023-01-19 22:59:56

Added

• Monthly NI calculations.

0.38.6 - 2023-01-10 17:31:54

Changed

• Use adds and subtracts everywhere.
• Replace aggr with add.
• Apply defined_for.
• Use default arg to select rather than dummy True condition.

0.38.5 - 2023-01-06 10:07:28

Added

• Metadata on modelled policies.

0.38.4 - 2023-01-03 23:39:07

Changed

• PolicyEngine Core version widened.

0.38.3 - 2023-01-03 20:32:56

Added

• Missing label in inputs.

0.38.2 - 2022-12-30 17:05:40

Changed

• Reorganised variables in the input tree.

0.38.1 - 2022-12-28 17:28:42

Fixed

• Bug causing UC housing entitlements to be too low for single people with children.

0.38.0 - 2022-12-27 13:53:34

Added

• Normalised poverty and deep poverty variables.

0.37.6 - 2022-12-20 14:11:35

Added

• Token for GitHub PR filing (deployment of the API).

0.37.5 - 2022-12-20 11:41:05

Added

• ENV token for the deployment action.

0.37.4 - 2022-12-20 10:59:01

Added

• Variable metadata for disability variables.
• Auto-update for the API.

0.37.3 - 2022-12-15 16:10:43

Changed

• Bumped PolicyEngine-Core.

0.37.2 - 2022-12-14 16:33:27

Added

• Metadata for PolicyEngine.

0.37.1 - 2022-12-13 20:20:48

Added

• Metadata for contrib parameters.

0.37.0 - 2022-12-11 18:29:22

Added

• LVT
• Carbon tax
• NI BRMAs
• NI domestic rates by local authority

0.36.2 - 2022-12-07 13:50:34

Fixed

• Incorporated Core fix.

0.36.1 - 2022-12-07 13:31:54

Fixed

• PolicyEngine-Core pinned to a minor version.

0.36.0 - 2022-12-06 12:00:54

Changed

• Roles to 'member'.

0.35.0 - 2022-10-22 18:22:07

Changed

• Moved to PolicyEngine Core.

0.34.1 - 2022-10-04 11:02:45

Fixed

• UC amount for single, under-25s after the last uprating.

0.34.0 - 2022-09-27 15:37:07

Added

• Flat basic income amount.

0.33.0 - 2022-09-21 11:06:49

Added

• Metadata for SDLT, LTT and LBTT parameters.

0.32.0 - 2022-09-17 16:24:23

Added

• Wealth tax.

0.31.1 - 2022-09-15 13:40:02

Fixed

• Validation page.

0.31.0 - 2022-09-14 19:32:06

Added

• Energy Price Guarantee parametric reform.

0.30.1 - 2022-09-11 15:04:15

Added

• New monthly CPI values until July.

0.30.0 - 2022-09-07 12:15:01

Added

• Ofgem energy price cap subsidy parameters.

0.29.0 - 2022-08-28 14:45:36

0.28.1 - 2022-08-25 17:36:23

Fixed

• Round marriage allowance.

0.28.0 - 2022-07-27 10:14:59

Added

• TV licence fee.

0.27.0 - 2022-07-25 11:14:58

Added

• Dashboard tool for the calibration procedure.
• Loss components for aggregates in demographic targets.

Fixed

• A bug causing Pension Credit to under-react to increases in Income Tax.

0.26.1 - 2022-06-05 20:28:29

Added

• References for some tax and UC parameters.

0.26.0 - 2022-05-26 16:16:50

Added

• Disability benefits to COL support measures.

0.25.0 - 2022-05-26 13:04:11

Added

• UK Government cost-of-living support measures.

0.24.0 - 2022-05-26 10:46:43

Added

• Miscellaneous benefit payment.

0.23.3 - 2022-05-22 15:27:50

Fixed

• Baseline variables are now generated before calibration (fixes a bug causing overestimation of benefit caseloads).

0.23.2 - 2022-05-21 16:01:32

Changed

• Reorganize documentation and variables.

0.23.1 - 2022-05-19 14:58:06

Fixed

• National Insurance thresholds pre-July, post-Spring Statement (inflation adjustments).

0.23.0 - 2022-05-16 14:02:26

Added

• Household-level phase-outs for basic income.

0.22.0 - 2022-04-29 09:29:26

Changed

• Calibration process improved with country-level targets.

0.21.0 - 2022-04-26 12:10:51

Changed

• Pension Credit code quality improvements.

Fixed

• Pension Credit missing disability elements.

0.20.4 - 2022-04-22 21:26:10

Fixed

• Land and carbon are calculated based off UK-wide statistics, not in-model statistics.

0.20.3 - 2022-04-14 13:10:26

Fixed

• MANIFEST.in file re-added (caused previous two issues).

0.20.2 - 2022-04-14 12:48:06

Fixed

• Failed imports of reform tools.

0.20.1 - 2022-04-14 12:36:43

Fixed

• Failed import of policyengine_uk.tools

0.20.0 - 2022-04-14 11:46:45

Added

• Dataset generation.

0.19.5 - 2022-04-08 10:35:59

Fixed

• Chart on carbon intensities.

0.19.4 - 2022-04-07 10:36:03

Added

• Carbon emissions (production-based) by industry.

0.19.3 - 2022-04-07 09:51:58

Fixed

• A bug preventing the Synthetic FRS from loading.

0.19.2 - 2022-04-05 14:23:50

Added

• Carbon tax model page added.

0.19.1 - 2022-04-05 12:28:40

Fixed

• Spring Statement Class 4 NI change correctly follows 2022/23 adjustment.

0.19.0 - 2022-04-05 09:41:35

Added

• Total wealth variable.

0.18.0 - 2022-04-03 19:28:24

Fixed

• Synthetic FRS now successfully loads.
• Incorporates better calibration and imputations.

0.17.0 - 2022-03-27 14:13:20

Added

• Tax and benefit changes announced in the 2022 Spring Statement.
• Inflation and real disposable income.
• Parameters for PIP, DLA, SDA, AA and Carer's Allowance.

Changed

• Added calibration make.

0.16.2 - 2022-03-24 03:05:39

Fixed

• Bugs related to uprating parameters.

0.16.1 - 2022-03-24 03:05:39

Fixed

• Pull request merge action didn't correctly update the repo.

0.16.0 - 2022-03-24 00:22:00

Added

• Forecasting to 2027: new and improved household weights.

0.15.0 - 2022-03-23 00:00:00

Added

• Forecasting to 2027: new and improved household weights.

0.14.4 - 2022-03-08 00:00:01

0.14.3 - 2022-03-08 00:00:00

Fixed

• Basic income means-test inclusion previously didn't work correctly (when turned off) for Housing Benefit and Pension Credit.

0.14.2 - 2022-03-04 00:00:01

Changed

• Re-weighting procedure improved with consolidated categories and added income source targeting.

0.14.1 - 2022-03-04 00:00:00

Added

• Added a production-based carbon emissions parameter.

0.14.0 - 2022-02-28 00:00:01

Changed

• Re-weighting procedure formalised with cross-validation and logging.

0.13.0 - 2022-02-28 00:00:00

Added

• Pensioner exemption switch for Income Tax rate and threshold reforms.

0.12.4 - 2022-02-25 00:00:00

Added

• Historical carbon emissions parameter.

0.12.3 - 2022-02-14 00:00:02

Changed

• Set basic income phaseout threshold default to 0.

0.12.2 - 2022-02-14 00:00:01

Added

• Basic income parameters and logic.

0.12.1 - 2022-02-14 00:00:00

Changed

• OpenFisca-Tools bumped to v0.3

0.12.0 - 2022-02-06 00:00:00

Added

• The Energy Bills Rebate scheme.

0.11.0 - 2022-02-04 00:00:00

Added

• Re-weighting routine for the Family Resources Survey, matching aggregates, participation and populations.

0.10.10 - 2022-01-22 00:00:01

Added

• Unit test for benefit unit rent.

Changed

• OpenFisca-Tools dependency patch increased.

0.10.9 - 2022-01-22 00:00:00

Fixed

• Baseline HBAI-excluded income variable now uses the Synthetic FRS when the enhanced FRS is not available.

0.10.8 - 2022-01-18 00:00:00

Added

• Metadata (period, unit, name, label) for all Universal Credit parameters.

0.10.7 - 2022-01-17 00:00:01

Fixed

• Household gross income calculated directly from household benefits and market income.
• Savings allowance was previously set to zero erroneously for households in Scotland at the starter or intermediate bands.

0.10.6 - 2022-01-17 00:00:00

Added

• Stocks/flows metadata for PolicyEngine-facing variables.

0.10.5 - 2022-01-16 00:00:00

Added

• When datasets are not available, a prompt is displayed to download them or use synthetic data.
• CLI interface trigger changed from openfisca-uk-setup to openfisca-uk and default years updated.

0.10.4 - 2022-01-14 00:00:00

Changed

• PolicyEngine-UK-Data version increased to 0.7.0.

0.10.3 - 2022-01-12 00:00:00

Added

• Sure Start Maternity Grant (reported).

Changed

• Education benefits summed in a formula.

Fixed

• Some maternity benefits (SSMG, SMP) and WFA not included in benefits.

0.10.2 - 2022-01-08 00:00:01

Changed

• Removes the u prefix from all variable label strings.

0.10.1 - 2022-01-08 00:00:00

Changed

• Label metadata for tax variables.

0.10.0 - 2022-01-07 00:00:01

Added

• Parameter representing the Child Tax Credit's child limit.

Changed

• Renamed parameter representing Universal Credit's child limit.

0.9.2 - 2022-01-07 00:00:00

Added

• Metadata for the Dividend, Property and Trading Allowances.

0.9.1 - 2021-12-29 00:00:02

Added

• Microsimulation tests and YAML data for Child Benefit, Tax Credits and Council Tax.
• Documentation page for Tax Credits.
• Simplified dataset usage to enhanced FRS only.

0.9.0 - 2021-12-29 00:00:01

Added

• Minimum tax credit benefit amount.

0.8.1 - 2021-12-29 00:00:00

0.8.0 - 2021-12-27 00:00:00

Added

• Historical Working Tax Credit parameters since 2002 (previously since 2016).
• Legislative references for Working Tax Credit parameters.

Changed

• Working Tax Credit child care parameters represent the maximum amount, prior to the share covered.

Fixed

• Apply Working Tax Credit old-age provision to 60-year-olds.
• Qualify people working 30 hours for the Working Tax Credit.
• Point afcs to afcs_reported instead of AA_reported.
• Fix units on some variables.

0.7.17 - 2021-12-23 00:00:00

Added

• Units for some variables.

Changed

• Code refactoring.

0.7.16 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.15 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.14 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.13 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.12 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.11 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.10 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.9 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.8 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.7 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.6 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.5 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.4 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.3 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.2 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.1 - 2021-07-05 00:00:00

Changed

• Patch update

0.7.0 - 2021-07-05 00:00:00

Changed

• Minor update

0.6.0 - 2021-07-05 00:00:00

Changed

• Minor update

0.5.0 - 2021-07-05 00:00:00

Changed

• Minor update

0.4.0 - 2021-07-05 00:00:00

Added

• Tests for variable naming conventions.
• Postcode lookup optional features available.
• LHA rates for all BRMA areas added.

Changed

• PolicyEngine-UK now runs from the official OpenFisca-Core.

0.3.0 - 2021-07-04 00:00:00

Added

• New interface for microsimulation.
• Sources in tax logic.
• Tests.

Changed

• Microdata now generated and loaded in-model.
• Variable time periods made more consistent.
• Derivative calculations made more efficient and have more options.

0.2.3 - 2021-04-21 00:00:00

Changed

• MicroDataFrame and MicroSeries returned by default.

Fixed

• Bugs.

0.2.2 - 2021-04-20 00:00:00

Added

• Jupyter-Book documentation.
• More detailed disability variables.

Fixed

• IndividualSim reform handling.

0.2.1 - 2021-04-19 00:00:00

Changed

• Improved documentation of parameters.
• Tests now occur in 2021 to ensure FY20-21 parameters are used.

Fixed

• Bug in CB-HITC that caused overestimation.

0.2.0 - 2020-12-05 00:00:00

Changed

• Time periods now appropriate, using an implementation of WEEK for most benefits.
• MTRs handled properly and include a breakdown.
• Simulation tools are improved and included in a class.

[0.1.0] - 2020-11-08 00:00:00

Added

• Income Tax and National Insurance.
• All benefits are at least taken from survey reporting (can be switched on-off).
• Child Benefit is modelled, others such as Income Support, JSA (both types), Tax Credits can be simulated/reformed but require more reviewing in how to account for discrepancies caused by take-up rates.
• Four budget-neutral UBI reforms are implemented.
• 15 test cases (unit and integration) testing benefits and taxes.
• Simulation helper tools.