CHANGELOG.md

## [2.88.9] - 2026-04-20

No significant changes.


## [2.88.8] - 2026-04-20

### Fixed

- - Fix `gov.dwp.tax_credits.min_benefit` parameter unit from `currency-USD` to `currency-GBP` — the parameter is a UK statutory threshold in pounds.
  - Correct `benunit_weekly_hours` label from "Average weekly hours worked by adults in the benefit unit" to "Total weekly hours worked by adults in the benefit unit" — the formula is `adds = ["weekly_hours"]`, which sums rather than averages.


## [2.88.7] - 2026-04-20

No significant changes.


## [2.88.6] - 2026-04-19

### Fixed

- Replace `new_state_pension`'s flat-max payout with a `min(reported, max) / max * period_max` formula mirroring `basic_state_pension`, and extend `additional_state_pension` to NEW-type retirees so any pre-2016 SERPS/S2P Protected Payment flows through as an add-on instead of being silently dropped. Partial-NI-record retirees now receive their actual pro-rated rate rather than the full flat max. Closes part of the ~£12 bn residual state-pension gap vs the OBR target tracked in #1632.


## [2.88.5] - 2026-04-18

### Fixed

- Zero out Income Support and income-based Jobseeker's Allowance after DWP managed migration completed on 31 March 2026. New parameters `gov.dwp.income_support.active` and `gov.dwp.JSA.income.active` flip to `false` from 2026-04-01, matching the Tax Credits treatment. Contribution-based JSA remains active.


## [2.88.4] - 2026-04-18

### Fixed

- Bump `policyengine-core` minimum to `>=3.25.0` to pick up the cache-invalidation and `set_input` preservation fixes (PolicyEngine/policyengine-core#475). The 3.24.0–3.24.3 cascade left UK model tests returning zero for income_tax, UC, and other formula-driven variables when a reform is applied during simulation construction; 3.25.0 includes the regression fix.


## [2.88.3] - 2026-04-17

### Fixed

- Migrate versioning workflow to GitHub App token (POLICYENGINE_GITHUB PAT expired).


## [2.88.2] - 2026-04-17

No significant changes.


## [2.88.1] - 2026-04-17

### Changed

- - Update `.github/CONTRIBUTING.md` to document the towncrier `changelog.d/` workflow. The old `changelog_entry.yaml` + `make changelog` flow was deprecated some time ago; the CONTRIBUTING guide still instructed new contributors to use it, causing CI round-trips on PRs that created a `changelog_entry.yaml` no fragment step was looking for.


## [2.88.0] - 2026-04-17

### Added

- Support Python 3.9 and 3.10 (in addition to 3.11–3.14). On Python 3.9/3.10, pip resolves `policyengine-core` to a version that has been relaxed to support older Python (3.24.0+); on 3.11+ behavior is unchanged.


## [2.87.1] - 2026-04-17

### Fixed

- - Fix `state_pension_type` incorrectly classifying every pensioner as receiving the pre-2016 basic State Pension. The formula used `values_list[0]` to find when the New State Pension activated, but policyengine-core auto-extrapolates the parameter into the far future, so `[0]` was returning a 2040s entry instead of the 2016 activation date. Walks the list oldest-first to find the real activation instant, so post-2016 retirees are now correctly classified as `NEW`. Raises the modelled 2025 state pension aggregate from about £116bn to about £127bn.
- - Fix Working Tax Credit and Child Tax Credit continuing to pay out from the 2025-26 tax year onward. Working Tax Credit and Child Tax Credit ended on 5 April 2025 (HMRC/DWP). Adds a `gov.dwp.tax_credits.active` parameter that flips to `false` on 2025-04-06 and gates `tax_credits` on it. Removes about £1.9bn of phantom Tax Credit spending per year from 2025-26 onward while preserving the legitimate 2024-25 baseline.


## [2.87.0] - 2026-04-17

### Added

- - Add a microsimulation smoke test suite that runs against the unpinned latest enhanced FRS dataset and asserts plausibility bounds for UK population, UC aggregate, `is_parent` population, core benefit totals, and extended childcare eligibility. Catches silent model/data skew at the point the dataset is republished, not after a release.


## [2.86.13] - 2026-04-17

No significant changes.


## [2.86.12] - 2026-04-15

No significant changes.


## [2.86.11] - 2026-04-15

No significant changes.


## [2.86.10] - 2026-04-15

No significant changes.


## [2.86.9] - 2026-04-15

No significant changes.


## [2.86.8] - 2026-04-15

No significant changes.


## [2.86.7] - 2026-04-15

No significant changes.


## [2.86.6] - 2026-04-15

No significant changes.


## [2.86.5] - 2026-04-15

No significant changes.


## [2.86.4] - 2026-04-15

No significant changes.


## [2.86.3] - 2026-04-15

No significant changes.


## [2.86.2] - 2026-04-15

No significant changes.


## [2.86.1] - 2026-04-15

No significant changes.


## [2.86.0] - 2026-04-15

### Added

- Add a first-pass Disabled Students' Allowance model for England higher-education students.


## [2.85.0] - 2026-04-15

### Added

- Add a first-pass Travel Grant model.


## [2.84.0] - 2026-04-15

### Added

- Add a first-pass Adult Dependants' Grant model.
- Add a first-pass Parents' Learning Allowance model.


## [2.83.0] - 2026-04-14

### Added

- Add a first-pass 16 to 19 Bursary Fund model for vulnerable groups.


## [2.82.0] - 2026-04-14

### Added

- - Add a first-pass Childcare Grant model for England full-time undergraduates.


## [2.81.0] - 2026-04-14

### Added

- - Add an approximate England full-time maintenance loan model, with explicit override inputs for living arrangement and assessed household income.

### Fixed

- Fix maintenance loan proxy logic to require explicit higher-education evidence and improve sponsor-income assessment.


## [2.80.0] - 2026-04-13

### Added

- - Add an approximate England full-time maintenance loan model, with explicit override inputs for living arrangement and assessed household income.


## [2.79.3] - 2026-04-13

### Fixed

- Use modelled student loan repayments in aggregates and cap them by outstanding balance when available.


## [2.79.2] - 2026-04-12

### Fixed

- Fixed `corporate_land_value` to allocate aggregate corporate land using the current weighted distribution of `corporate_wealth`, and refreshed the aggregate land parameters to the 2024 ONS land totals used by `policyengine-uk-data`.


## [2.79.1] - 2026-04-12

### Changed

- Expose build metadata helpers for UK data artifacts, including a stable data-build fingerprint and build provenance metadata.


## [2.79.0] - 2026-04-12

### Added

- Add named economic-assumption parameters for the local-authority ONS income target uprating factors used by `policyengine-uk-data`.

### Fixed

- Corrected Universal Credit rebalancing so existing health-element claimants keep their combined standard allowance and health element award CPI-protected.


## [2.78.0] - 2026-04-07

### Added

- Added the England-only High Value Council Tax Surcharge from April 2028, including its 2026-price valuation bands and CPI uprating from 2029-30 onward.


## [2.77.5] - 2026-04-07

### Fixed

- Prevent labor supply response formulas and progression dynamics from
  flipping sign when baseline employment income is negative.


## [2.77.4] - 2026-04-07

### Fixed

- Add regression coverage to keep income decile outputs in `-1` or `1..10`.


## [2.77.3] - 2026-04-07

### Fixed

- Fixed `gov.contrib.cec.state_pension_increase` so state pension reforms affect microsimulation outputs and budget impacts.


## [2.77.2] - 2026-04-07

### Fixed

- Documented how to request access to restricted UK datasets before setting `HUGGING_FACE_TOKEN`.


## [2.77.1] - 2026-04-07

### Fixed

- Tax-Free Childcare now requires childcare expenses to be paid to a qualifying provider when that input is supplied.


## [2.77.0] - 2026-04-07

### Added

- Added an `abolish_benefit_cap` scenario for benefit-cap removal analysis.


## [2.76.0] - 2026-04-07

### Added

- Added an OBR detailed forecast table importer script for updating economic forecast values in `yoy_growth.yaml`.


## [2.75.4] - 2026-04-05

### Fixed

- - Ensure `uprate_rent` passes a NumPy array into vectorial parameter lookup for regional private rent growth.


## [2.75.3] - 2026-03-26

### Changed

- Replace flat national land intensity ratio (0.673) with region-specific ratios from MHCLG 2023 land value estimates, so household_land_value reflects the much higher land share in London (0.85) vs the North East (0.42).


## [2.75.2] - 2026-03-17

### Changed

- Replaced personal PAT with `GITHUB_TOKEN` in versioning workflow. Publish now runs as a sequential job instead of requiring a re-triggered workflow, removing the dependency on a personal access token for same-repo operations.

### Fixed

- Fixed `hbai_household_net_income` to respect `abolish_council_tax` parameter and include LVT in subtracts, so that poverty statistics correctly respond to council tax abolition and land value tax reforms.
- Fixed invalid `secrets` reference in versioning workflow step condition that prevented the workflow from running.


## [2.75.1] - 2026-03-10

### Changed

- Added `copy` parameter to `apply_uprating` (default `True`); `extend_single_year_dataset` now passes `copy=False` to skip the redundant deep copy of the multi-year dataset since each year is already copied individually.


## [2.75.0] - 2026-03-08

### Added

- Add separate `electricity_consumption` and `gas_consumption` input variables, surfacing the NEED 2023-calibrated imputations from policyengine-uk-data 1.41.0.
- Added ruff check linting configuration with E and F rules to catch common Python errors.

### Changed

- Replace modelled_policies.yaml with structured programs.yaml containing rich metadata for all 37 modelled programs.
- Migrated from changelog_entry.yaml to towncrier fragments to eliminate merge conflicts.
- Switch from black to ruff format.
- Update OBR economic forecasts to March 2026 EFO.
- Update remaining OBR economic forecasts to March 2026 EFO detailed tables (CPIH, rent, mortgage interest, council tax, non-labour income, mixed income, household interest income, CPI AHC).
- Add Python 3.14 classifier and remove upper bound on requires-python.

### Fixed

- Fix verified_years in programs.yaml based on parameter and test audit.


# Changelog

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

The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), 
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [2.74.0] - 2026-02-23 13:44:25

### Fixed

- Include employer pension contributions and salary sacrifice in the Annual Allowance tax charge calculation, per Finance Act 2004 s.233.

## [2.73.2] - 2026-02-23 13:07:05

### Fixed

- Enum columns now decode to string labels when accessing .person/.benunit/.household on datasets loaded via non-URL paths (e.g. UKSingleYearDataset or UKMultiYearDataset passed directly)

## [2.73.1] - 2026-02-19 17:57:15

### Fixed

- Skip student loan uprating if column doesn't exist yet during dataset creation.

## [2.73.0] - 2026-02-19 17:30:26

### Added

- {'Student loan plan uprating in economic assumptions': 're-labels Plan 1/2/5 each year based on cohort start year, writes off loans after 29 years, and samples new Plan 5 entrants for England using empirical age/income take-up probabilities.'}

## [2.72.4] - 2026-02-18 10:18:43

### Changed

- Vectorised BRMA LHA rate lookup for ~3s speedup on calculate calls.

## [2.72.3] - 2026-01-25 14:13:02

### Changed

- Bumped policyengine-core minimum version to 3.23.5 for pandas 3.0 compatibility

## [2.72.2] - 2026-01-21 11:55:12

### Fixed

- Scottish top rate (48%) threshold corrected from 125,140 to 112,570 (above personal allowance). The threshold was incorrectly stored as the total income value instead of the amount above PA, causing the top rate to effectively start at 137,710 instead of 125,140.

## [2.72.1] - 2026-01-20 12:44:50

### Fixed

- Add 2026-27 Scottish income tax threshold freeze to baseline (higher, advanced, and top rates) per Scottish Budget 2025-26.

## [2.72.0] - 2026-01-20 12:32:14

### Added

- Scottish Child Payment rates from 2026-27 to 2030-31 per Scottish Fiscal Commission forecasts.
- Scottish Child Payment baby boost under-1 total from 2027-28 to 2030-31 per SFC forecasts.
- CPI uprating for SCP parameters for projections beyond 2030-31.

## [2.71.1] - 2026-01-17 18:54:27

### Fixed

- Reverted premature SCP 2026-27 rate increase (not yet law).
- Refactored SCP baby bonus reform to use £40/week total as the policy parameter instead of a fixed bonus amount.

## [2.71.0] - 2026-01-17 18:39:20

### Added

- Scottish Child Payment increased to 28.20/week for 2026-27, per Scottish Budget 2026-27.

## [2.70.7] - 2026-01-17 18:37:47

### Fixed

- Skip behavioral response tests when HUGGING_FACE_TOKEN is not available (enables Dependabot PRs to pass CI).

## [2.70.6] - 2026-01-17 18:33:41

### Fixed

- Fixed Scottish Child Payment baby bonus reform to use Person-level variable structure, matching the refactored base variable. The reform now correctly uses parameterized baby bonus rates instead of hardcoded values.
- Fixed SCP baby bonus effective date to 2027-04-01 (fiscal year 2027-28) per Scottish Budget 2026-27.

## [2.70.5] - 2026-01-17 18:05:46

### Fixed

- CI workflows now handle missing HUGGING_FACE_TOKEN gracefully, allowing Dependabot PRs to run tests without failing on empty Bearer token errors.

## [2.70.4] - 2026-01-17 17:45:51

### Changed

- Standardized all parameter labels to use sentence case, while preserving proper names (e.g., "Bank of England", "Child Benefit") and acronyms (e.g., "HMRC", "VAT", "NHS")

## [2.70.3] - 2026-01-17 17:42:23

### Fixed

- Extended childcare entitlement hours expansion date corrected from 2026-01-01 to 2025-09-01 for children aged 9 months to 2 years, implementing the September 2025 policy change that doubled free childcare from 15 to 30 hours per week for working parents.

## [2.70.2] - 2026-01-17 17:37:48

### Added

- Per-value legislative references for income tax allowances and minimum wage rates

## [2.70.1] - 2026-01-17 17:17:54

### Fixed

- CI now runs on dependency updates (pyproject.toml, uv.lock changes)
- Fixed Scottish Child Payment test format to use array notation for person-level output

## [2.70.0] - 2026-01-17 04:45:58

### Changed

- Remove randomness from country package by moving stochastic variable generation to data package. Variables now read pre-computed values from datasets for deterministic, reproducible calculations.

## [2.69.0] - 2026-01-15 15:17:19

### Added

- Scottish Child Payment baby bonus reform.

## [2.68.1] - 2026-01-13 17:13:11

### Fixed

- Dataset uprating bug where region values weren't converted to strings for rent indexing
- Salary sacrifice default behavior to be static (0) instead of fully optimized (1.0)

## [2.68.0] - 2026-01-13 15:46:23

### Added

- 2025-26 Scottish income tax rates.

## [2.67.0] - 2026-01-13 14:23:42

### Added

- Scottish Child Payment - a benefit provided by Social Security Scotland for eligible children under 16 in low-income families receiving qualifying benefits (UC, tax credits, etc.).

## [2.66.0] - 2026-01-12 16:12:34

### Fixed

- LHA freeze parameter.

## [2.65.9] - 2025-12-09 16:16:37

### Fixed

- Refactor variables with redundant adds/subtracts and formula definitions to prevent sync issues

## [2.65.8] - 2025-12-09 10:09:16

### Added

- Legislative references for marriage allowance take-up rate (Income Tax Act 2007 s. 55B)
- Legislative references for married couple's allowance deduction rate (Income Tax Act 2007 s. 46)
- Legislative references for income tax additions and subtractions (Income Tax Act 2007 s. 23)
- Labels for 11 HMRC income tax parameters including annual allowance, personal savings allowance, and savings starter rate parameters

### Changed

- All HMRC income tax parameters now have proper labels and legislative references

## [2.65.7] - 2025-12-09 09:47:39

### Added

- Add savings, net_financial_wealth, gross_financial_wealth, and shareholding to total_wealth calculation

## [2.65.6] - 2025-12-09 08:44:22

### Fixed

- Fixed employer_ni_fixed_employer_cost_change variable returning impacts in baseline scenarios by correcting baseline parameter access.

## [2.65.5] - 2025-12-08 22:13:29

### Fixed

- Correct 2025-26 benefit cap rates (were incorrectly showing uprated values; benefit cap has been frozen since 2023)
- Update UC parameter legislation references to point to exact regulation sections on legislation.gov.uk
- Add missing 2025-26 Universal Credit non-dependent deduction amount (GBP 93.02)

## [2.65.4] - 2025-12-08 21:37:03

### Fixed

- Basic state pension calculation.

## [2.65.3] - 2025-12-08 10:54:42

### Added

- Salary sacrifice pension cap reform (GBP 2,000 cap from April 2029) with broad-base employer response modeling.

## [2.65.2] - 2025-12-05 16:29:26

### Fixed

- Fix fuel duty rates to use OBR November 2025 RPI forecasts.

## [2.65.1] - 2025-12-04 14:45:58

### Changed

- Bump policyengine-core to 3.23.0 (adds strict enum validation).

## [2.65.0] - 2025-12-03 16:17:09

### Fixed

- Extend fiscal year parameter conversion to cover 2015-2040, fixing issues where policies changing on April 6 (UK fiscal year start) were not reflected in simulations for years 2026+.

## [2.64.1] - 2025-12-03 12:45:46

### Fixed

- Print statement.

## [2.64.0] - 2025-12-03 11:59:49

### Added

- Two child limit repeal from April 2026 (Autumn Budget 2025) - sets UC and Tax Credits child element limit to infinity
- Salary sacrifice pension cap of �2,000 from April 2029 (Autumn Budget 2025)
- Move inflation adjustment AHC back to BHC inflation.

## [2.63.0] - 2025-12-02 16:24:40

### Added

- Added gift_aid_grossed_up variable that computes Gift Aid grossed up by basic rate per ITA 2007 s.58.
- Added comprehensive Gift Aid tests covering basic rate relief, higher rate relief, and PA taper interaction.

### Changed

- Added legislation references (legislation.gov.uk) to gift_aid and personal_allowance variables.

### Fixed

- Fixed Personal Allowance taper calculation to deduct grossed-up Gift Aid from ANI per ITA 2007 s.58. Previously, Gift Aid donations did not reduce ANI for PA taper purposes, causing high earners (GBP 100k-125k) to receive less tax relief than legally entitled.

## [2.62.1] - 2025-12-02 14:16:53

### Added

- Add upper interest threshold freeze for Plan 2 student loans (Budget 2025)

## [2.62.0] - 2025-12-02 09:19:36

### Added

- Add owns vehicle variable

## [2.61.4] - 2025-12-01 11:11:26

### Changed

- Vectorised BRMA LHA rate lookup for ~3s speedup on calculate calls.

## [2.61.3] - 2025-12-01 03:34:34

### Added

- Add 2026 Plan 2 student loan interest rate thresholds (lower £29,385, upper £52,885) and freeze lower threshold 2027-2029 per Budget 2025

## [2.61.2] - 2025-11-28 14:58:06

### Fixed

- Fix fuel duty rates to use calendar year averages instead of incorrectly selecting first rate of each year in reform calculations. Updates 2026-2029 rates to weighted averages (53.45p, 59.02p, 61.11p, 62.90p) with detailed documentation of actual source values and calculation methodology.

## [2.61.1] - 2025-11-28 13:48:04

### Fixed

- Update HH net income calculation.

## [2.61.0] - 2025-11-28 11:59:37

### Added

- Add student loan repayment modelling with parameters for Plan 1, 2, 4, 5 and postgraduate loans, including thresholds and repayment rates.

## [2.60.0] - 2025-11-27 16:24:25

### Added

- November 2025 Autumn Budget parameter updates. Extends income tax threshold freeze (personal allowance GBP 12,570, higher rate GBP 50,270, additional rate GBP 125,140) and NICs secondary threshold freeze (GBP 96/week) to April 2031. Updates fuel duty schedule with freeze until September 2026, staggered 5p cut reversal, and RPI uprating from April 2027.

## [2.59.0] - 2025-11-27 09:29:34

### Added

- Implement November 2025 Autumn Budget income source tax rate increases. Dividends +2pp basic/higher from April 2026, savings +2pp from April 2027, property +2pp from April 2027.

## [2.58.0] - 2025-11-26 19:23:28

### Changed

- Update economic projections to OBR November 2025 Economic and Fiscal Outlook forecasts (CPI, RPI, CPIH, average earnings, house prices, rents, mortgage interest)

## [2.57.1] - 2025-11-26 18:40:43

### Fixed

- Correct OBR March 2025 economic projections to match detailed forecast tables

## [2.57.0] - 2025-11-21 14:59:20

### Changed

- Salary sacrifice pension contributions above the cap are now redirected to employee pension contributions (which receive income tax relief but pay NI) instead of returning only to regular employment income. This better reflects the behavioral assumption that individuals prioritize retirement savings.

## [2.56.1] - 2025-11-20 14:51:58

### Changed

- Updated microsimulation test expected values to reflect salary sacrifice calculation improvements.

### Fixed

- Salary sacrifice returned to income now cannot be negative.
- Adjusted salary sacrifice pension contributions now cannot go below zero.

## [2.56.0] - 2025-11-20 12:24:29

### Added

- Salary sacrifice pension cap policy modeling (2,000 GBP cap on NI-exempt contributions)

## [2.55.3] - 2025-10-22 10:03:42

### Added

- Scenario now supports `applied_before_data_load` flag to control when parameter changes and simulation modifiers are applied relative to data loading.

## [2.55.2] - 2025-10-21 12:08:26

### Fixed

- Bug fix for decomp analysis.

## [2.55.1] - 2025-10-20 12:51:40

### Fixed

- Bug fix in state pension scripts.

## [2.55.0] - 2025-10-20 12:43:40

### Fixed

- Bug in state pension formulae causing issues when using datasets with year != 2023.

## [2.54.2] - 2025-10-17 15:01:31

### Fixed

- Fix bug where changes to economic assumption parameters would not change uprating behaviour.

## [2.54.1] - 2025-10-15 12:18:22

### Fixed

- Fixed randomness between runs caused by UC reform.

## [2.54.0] - 2025-09-30 14:40:31

### Added

- Dataset filter function to extract single households for analysis.

### Changed

- Default target variable for labour supply calculations to HBAI household net income.
- Default adult count for labour supply calculations to 2.

### Fixed

- Labour supply response calculation issues by removing inappropriate clipping of marginal rates.
- Potential bug in labour supply response variable initialization order.

## [2.53.1] - 2025-09-29 12:26:51

### Fixed

- Temporarily disabled OBR participation responses.

## [2.53.0] - 2025-09-25 09:22:41

### Fixed

- Bugs in the benefit cap exemption list.

## [2.52.1] - 2025-09-24 15:33:18

### Fixed

- Updated carbon emissions data to latest available figures

## [2.52.0] - 2025-09-24 12:24:39

### Fixed

- Bugs in the benefit cap exemption list.

## [2.51.0] - 2025-09-10 09:28:56

### Fixed

- Update reduced vat expenditure share from OBR

## [2.50.0] - 2025-09-03 09:15:47

### Fixed

- Add real_hbai_household_net_income_ahc variable for convenience.

## [2.49.5] - 2025-09-02 13:00:40

### Fixed

- Removed bug-causing high income tax change variable.

## [2.49.4] - 2025-09-01 13:02:52

### Fixed

- Fix behavioral response calculations returning zero FTE impacts due to simulation state corruption
- Fix NaN values in wage relative change calculations during labor supply responses
- Fix income effect calculations by properly handling household_net_income timing

## [2.49.3] - 2025-09-01 09:09:46

### Fixed

- Bug causing some households to claim both CTC and UC.

## [2.49.2] - 2025-08-29 13:54:13

### Fixed

- Fix bug in capital/consumer incidence.

## [2.49.1] - 2025-08-29 10:32:06

### Fixed

- Re-enabled employer NI dynamics.

## [2.49.0] - 2025-08-28 13:08:00

### Fixed

- Baseline simulation created before simulation modifier is applied.

## [2.48.0] - 2025-08-27 20:32:42

### Fixed

- Fuel duty is 52.95p per litre until 2026 where the temporary 5p cut is reversed, and then risen with RPI

## [2.47.4] - 2025-08-14 16:30:16

### Fixed

- Issue causing capital gains elasticities to not take effect.

## [2.47.3] - 2025-08-13 08:14:33

### Fixed

- Scenario class now supports all Reform object types and maintains backwards compatibility.

## [2.47.2] - 2025-08-12 14:17:09

### Fixed

- Moved `Scenario` in top-level import.

## [2.47.1] - 2025-08-12 09:48:46

### Fixed

- Bug in multi year datasets.

## [2.47.0] - 2025-08-12 09:29:55

### Fixed

- Dropped support for <3.13.

## [2.46.3] - 2025-08-09 09:01:58

### Fixed

- Minor bug in comparison function.

## [2.46.2] - 2025-08-08 15:09:27

### Changed

- Updated script to open automated API update PRs

## [2.46.1] - 2025-08-08 11:42:38

### Fixed

- Forecast window extended to 2030-31.

## [2.46.0] - 2025-08-08 11:34:55

### Changed

- Long-term OBR economic growfactors for 2030-10 and onwards.

## [2.45.5] - 2025-08-08 10:46:25

### Added

- Utility function for comparing simulations added to `policyengine_uk.utils.compare`.

## [2.45.4] - 2025-08-04 14:23:45

### Changed

- Dropped direct jupyter book dependency.

## [2.45.3] - 2025-08-04 12:54:43

### Fixed

- Moved rent uprating to warning from error if before 2022.

## [2.45.2] - 2025-08-01 09:00:11

### Fixed

- Bug in NI rates.

## [2.45.1] - 2025-07-31 13:39:16

### Fixed

- Bug caused by not resetting parameter caches.

## [2.45.0] - 2025-07-30 14:17:20

### Added

- Docs upgraded to jupyter book 2.
- Model baseline page added.
- Capital gains tax baseline updated.

## [2.44.1] - 2025-07-29 15:40:04

### Changed

- HBAI benefits included at top level.

## [2.44.0] - 2025-07-29 14:15:32

### Added

- UC rebalancing reforms.

## [2.43.5] - 2025-07-28 22:20:17

### Fixed

- Minor missing variable attributes.

## [2.43.4] - 2025-07-28 12:35:29

### Fixed

- WFP reforms active.
- Growthfactors extended to 2040.

## [2.43.3] - 2025-07-28 10:01:47

### Changed

- Separated out system.py to avoid bloat.

## [2.43.2] - 2025-07-26 20:54:03

### Added

- Add pydantic dependency to fix missing import in scenario utilities

## [2.43.1] - 2025-07-26 14:10:57

### Changed

- Add Python 3.13 support and update CI workflows
- Updated policyengine-core dependency to >=3.19.0 for Python 3.13 support
- Updated GitHub Actions to latest versions (checkout@v4, setup-python@v5) for Python 3.13 compatibility
- Set all workflows to use Python 3.13

## [2.43.0] - 2025-07-26 11:31:02

### Added

- Scenario class for reforms.
- Documentation of Scenario and Simulation.
- Standardisation of uprating behaviour.

## [2.42.0] - 2025-07-25 08:57:23

### Changed

- Add after housing costs deflator

## [2.41.4] - 2025-07-24 14:41:02

### Fixed

- Parameterize age 35 threshold in LHA shared accommodation rules

## [2.41.3] - 2025-07-24 13:53:51

### Fixed

- change LHA param name

## [2.41.2] - 2025-07-24 10:30:43

### Fixed

- debug LHA lowercase

## [2.41.1] - 2025-07-22 20:55:35

### Changed

- Update microdf_python dependency to >=1.0.0.

## [2.41.0] - 2025-07-22 19:49:35

### Changed

- Standardize decimals in parameters.

## [2.40.2] - 2025-07-22 09:37:07

### Fixed

- Bug in uprating.

## [2.40.1] - 2025-07-21 15:37:49

### Fixed

- Bug in handling downloads of UKMultiYearDataset from HuggingFace.

## [2.40.0] - 2025-07-21 13:23:31

### Added

- UKMultiYearDataset class to handle multiple fiscal years.
- Uprating of datasets using the `uprate` method.

## [2.39.3] - 2025-07-17 12:45:26

### Fixed

- NI domestic rates taken as reported.

## [2.39.2] - 2025-07-17 10:41:08

### Fixed

- Use outturn data for council tax growth in England, Scotland, and Wales for 2023-2025.

## [2.39.1] - 2025-07-16 11:08:29

### Fixed

- Improved water bills projections.

## [2.39.0] - 2025-07-15 11:58:59

### Added

- Codecov coverage.
- Expanded .gitignore.

## [2.38.2] - 2025-07-15 08:50:48

### Fixed

- Temporarily suspended employer_ni_fixed_cost_change as it returns impacts in the baseline.

## [2.38.1] - 2025-07-14 15:03:33

### Fixed

- Lag CPI correctly for benefit uprating.

## [2.38.0] - 2025-07-14 14:10:31

### Fixed

- Uprating for rent split by private and social rented sectors.

## [2.37.0] - 2025-07-14 10:36:08

### Added

- Water bills projections.

## [2.36.1] - 2025-07-13 19:47:46

### Fixed

- Bug in loading entity tables.

## [2.36.0] - 2025-07-13 13:11:45

### Added

- Documentation on growth factors.
- Cleaned up non-standard uprating factors for wealth variables.
- Added triple lock uprating detail and reform switches.
- Added ability to download entity datasets from HuggingFace.

## [2.35.1] - 2025-07-11 14:15:07

### Fixed

- Private pension income index set to RPI<=5%

## [2.35.0] - 2025-07-11 13:43:26

### Changed

- Earnings uprated with OBR average earnings rather than per-capita employment income.

## [2.34.5] - 2025-07-10 16:14:53

### Fixed

- HBAI documentation updated to include Healthy Start vouchers and external child payments.

## [2.34.4] - 2025-07-10 16:12:40

### Added

- Missing HBAI variables.

## [2.34.3] - 2025-07-10 15:42:46

### Fixed

- Bug in private pension income uprating.

## [2.34.2] - 2025-07-10 14:28:02

### Fixed

- Documentation improved for HBAI income concept.
- Restructured HBAI income variables to better match the official definition.

## [2.34.1] - 2025-07-10 12:10:52

### Fixed

- Triple lock uses the average earnings index from the OBR.

## [2.34.0] - 2025-07-10 10:02:17

### Fixed

- Statutory maternity, paternity, and sick pay variables now use the `gov.obr.consumer_price_index` for uprating.
- SSMG no longer is uprated by inflation.

## [2.33.0] - 2025-07-09 12:34:06

### Added

- Growth factor documentation.

## [2.32.4] - 2025-06-30 11:28:06

### Fixed

- Abolish Council Tax has no budgetary impact.

## [2.32.3] - 2025-06-17 12:37:38

### Fixed

- Update UK parameters.

## [2.32.2] - 2025-06-12 12:42:27

### Fixed

- Bug with BRMA variable name.

## [2.32.1] - 2025-06-11 13:52:32

### Added

- Add test suite for abolition parameters functionality.

## [2.32.0] - 2025-06-11 08:59:43

### Added

- Winter Fuel Allowance means-testing reform.

## [2.31.0] - 2025-06-09 15:26:19

### Added

- ONS household population data from 2001-2043.
- Council tax per household projections from OBR data.

### Changed

- Updated employer National Insurance contribution rate to 15% from April 6, 2025.

## [2.30.0] - 2025-06-09 11:32:22

### Changed

- Updated employer National Insurance contribution rate to 15% from April 6, 2025.

## [2.29.0] - 2025-06-09 09:54:52

### Added

- Council tax projection parameters from OBR data.

## [2.28.3] - 2025-06-06 16:15:25

### Changed

- Refactored all Variable files to follow single-responsibility principle with one Variable class per file.
- Split approximately 70 multi-Variable Python files into individual files, improving code organization and maintainability.

## [2.28.2] - 2025-05-28 09:03:21

### Fixed

- Bug in employer NI incidence parameters.

## [2.28.1] - 2025-05-27 10:44:15

### Fixed

- Removed duplicate parameters in Pension Credit.

## [2.28.0] - 2025-05-22 13:19:28

### Fixed

- Pension Credit income sources.

## [2.27.0] - 2025-05-22 11:22:00

### Fixed

- Pension Credit income sources.

## [2.26.1] - 2025-05-22 11:07:31

### Fixed

- Backdated parameters to 2015 for safety.

## [2.26.0] - 2025-05-22 11:02:05

### Fixed

- Implemented 2016 Savings Credit eligibility restriction in Pension Credit.

## [2.25.0] - 2025-05-21 09:46:26

### Added

- Public service spending variables.

## [2.24.2] - 2025-05-08 12:42:28

### Added

- Added variable to represent partial usage of extended childcare entitlement hours
- Updated extended childcare entitlement calculation to account for partial hours usage

## [2.24.1] - 2025-05-06 15:36:49

### Fixed

- Delete redundant weeks_per_year file from extended childcare.

## [2.24.0] - 2025-04-16 13:04:31

### Added

- Child eligible variables for childcare programs.

## [2.23.2] - 2025-04-15 14:14:21

### Fixed

- Corrected the is_parent variable to properly identify parents.
- Fixed logic in childcare programs to ensure accurate calculations.

## [2.23.1] - 2025-04-15 08:32:54

### Fixed

- Removed uk-data as a dependency from the package.

## [2.23.0] - 2025-04-07 09:00:36

### Added

- Rename 'study childcare entitlement' to 'care to learn'

## [2.22.8] - 2025-04-03 11:26:35

### Fixed

- Bug in UC child limit calculation.

## [2.22.7] - 2025-04-03 11:12:35

### Fixed

- Uprating that fails on ubuntu.

## [2.22.6] - 2025-03-26 17:50:04

### Changed

- Updated with OBR forecast

## [2.22.5] - 2025-03-26 14:42:25

### Fixed

- Bug causing UK API impacts to fail.

## [2.22.4] - 2025-03-25 11:47:32

### Fixed

- Baseline microsimulations break with no reform.

## [2.22.3] - 2025-03-25 11:03:07

### Fixed

- OBR forecast parameters now affect other parameters.

## [2.22.2] - 2025-03-23 23:09:48

### Fixed

- PRs now run tests fully.

## [2.22.1] - 2025-03-19 20:33:18

### Fixed

- Bug in higher rate threshold timing.

## [2.22.0] - 2025-03-03 12:11:29

### Added

- Separate reforms to exempt parents of under [x] from the UC child limit and from CTC child limit.

## [2.21.0] - 2025-02-28 16:39:12

### Added

- Two-child limit age exemption reform for Child Tax Credit.

## [2.20.0] - 2025-02-28 15:38:29

### Added

- Two-child limit reform proposal.

## [2.19.4] - 2025-02-27 14:23:28

### Fixed

- Bug in universal childcare entitlement.

## [2.19.3] - 2025-02-25 16:13:06

### Fixed

- Capital gains LSRs bug.

## [2.19.2] - 2025-02-25 14:33:57

### Fixed

- Bug in LSRs.

## [2.19.1] - 2025-02-18 16:22:32

### Fixed

- Bug causing non-default datasets to not execute.

## [2.19.0] - 2025-02-11 11:14:35

## [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.



[2.74.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.73.2...2.74.0
[2.73.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.73.1...2.73.2
[2.73.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.73.0...2.73.1
[2.73.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.72.4...2.73.0
[2.72.4]: https://github.com/PolicyEngine/openfisca-uk/compare/2.72.3...2.72.4
[2.72.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.72.2...2.72.3
[2.72.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.72.1...2.72.2
[2.72.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.72.0...2.72.1
[2.72.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.71.1...2.72.0
[2.71.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.71.0...2.71.1
[2.71.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.7...2.71.0
[2.70.7]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.6...2.70.7
[2.70.6]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.5...2.70.6
[2.70.5]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.4...2.70.5
[2.70.4]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.3...2.70.4
[2.70.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.2...2.70.3
[2.70.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.1...2.70.2
[2.70.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.70.0...2.70.1
[2.70.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.69.0...2.70.0
[2.69.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.68.1...2.69.0
[2.68.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.68.0...2.68.1
[2.68.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.67.0...2.68.0
[2.67.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.66.0...2.67.0
[2.66.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.9...2.66.0
[2.65.9]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.8...2.65.9
[2.65.8]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.7...2.65.8
[2.65.7]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.6...2.65.7
[2.65.6]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.5...2.65.6
[2.65.5]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.4...2.65.5
[2.65.4]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.3...2.65.4
[2.65.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.2...2.65.3
[2.65.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.1...2.65.2
[2.65.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.65.0...2.65.1
[2.65.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.64.1...2.65.0
[2.64.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.64.0...2.64.1
[2.64.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.63.0...2.64.0
[2.63.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.62.1...2.63.0
[2.62.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.62.0...2.62.1
[2.62.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.61.4...2.62.0
[2.61.4]: https://github.com/PolicyEngine/openfisca-uk/compare/2.61.3...2.61.4
[2.61.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.61.2...2.61.3
[2.61.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.61.1...2.61.2
[2.61.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.61.0...2.61.1
[2.61.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.60.0...2.61.0
[2.60.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.59.0...2.60.0
[2.59.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.58.0...2.59.0
[2.58.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.57.1...2.58.0
[2.57.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.57.0...2.57.1
[2.57.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.56.1...2.57.0
[2.56.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.56.0...2.56.1
[2.56.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.55.3...2.56.0
[2.55.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.55.2...2.55.3
[2.55.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.55.1...2.55.2
[2.55.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.55.0...2.55.1
[2.55.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.54.2...2.55.0
[2.54.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.54.1...2.54.2
[2.54.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.54.0...2.54.1
[2.54.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.53.1...2.54.0
[2.53.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.53.0...2.53.1
[2.53.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.52.1...2.53.0
[2.52.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.52.0...2.52.1
[2.52.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.51.0...2.52.0
[2.51.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.50.0...2.51.0
[2.50.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.49.5...2.50.0
[2.49.5]: https://github.com/PolicyEngine/openfisca-uk/compare/2.49.4...2.49.5
[2.49.4]: https://github.com/PolicyEngine/openfisca-uk/compare/2.49.3...2.49.4
[2.49.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.49.2...2.49.3
[2.49.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.49.1...2.49.2
[2.49.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.49.0...2.49.1
[2.49.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.48.0...2.49.0
[2.48.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.47.4...2.48.0
[2.47.4]: https://github.com/PolicyEngine/openfisca-uk/compare/2.47.3...2.47.4
[2.47.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.47.2...2.47.3
[2.47.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.47.1...2.47.2
[2.47.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.47.0...2.47.1
[2.47.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.46.3...2.47.0
[2.46.3]: https://github.com/PolicyEngine/openfisca-uk/compare/2.46.2...2.46.3
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