Go to file

Cannot retrieve contributors at this time

1027 lines (598 sloc) 25 KB

Raw Blame

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.

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

OpenFisca-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

OpenFisca-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.