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Fix US analysis output mismatches and row filter typing
1 parent 01d65b2 commit d35e64b

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Lines changed: 8 additions & 6 deletions

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docs/country-models-us.md

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@@ -26,7 +26,7 @@ Individual people with demographic and income characteristics.
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- `social_security`: Annual Social Security benefits
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- `ssi`: Annual Supplemental Security Income
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- `medicaid`: Annual Medicaid value
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- `medicare`: Annual Medicare value
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- `medicare_cost`: Annual Medicare value
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- `unemployment_compensation`: Annual unemployment benefits
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### Tax unit

docs/economic-impact-analysis.md

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@@ -138,7 +138,7 @@ for d in analysis.decile_impacts.outputs:
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Per-programme totals, changes, and winner/loser counts.
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**US programs analysed:** `income_tax`, `payroll_tax`, `state_income_tax`, `snap`, `tanf`, `ssi`, `social_security`, `medicare`, `medicaid`, `eitc`, `ctc`
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**US programs analysed:** `income_tax`, `employee_payroll_tax`, `state_income_tax`, `snap`, `tanf`, `ssi`, `social_security`, `medicare_cost`, `medicaid`, `eitc`, `ctc`
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**UK programmes analysed:** `income_tax`, `national_insurance`, `vat`, `council_tax`, `universal_credit`, `child_benefit`, `pension_credit`, `income_support`, `working_tax_credit`, `child_tax_credit`
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src/policyengine/core/scoping_strategy.py

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@@ -12,7 +12,7 @@
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import logging
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from abc import abstractmethod
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from pathlib import Path
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from typing import Annotated, Literal
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from typing import Annotated, Any, Literal
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import h5py
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import numpy as np
@@ -69,7 +69,7 @@ class RowFilterStrategy(RegionScopingStrategy):
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strategy_type: Literal["row_filter"] = "row_filter"
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variable_name: str
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variable_value: str
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variable_value: Any
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def apply(
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self,

src/policyengine/tax_benefit_models/us/analysis.py

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@@ -227,15 +227,15 @@ def economic_impact_analysis(
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programs = {
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# Federal taxes
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"income_tax": {"entity": "tax_unit", "is_tax": True},
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"employee_payroll_tax": {"entity": "person", "is_tax": True},
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"employee_payroll_tax": {"entity": "tax_unit", "is_tax": True},
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# State and local taxes
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"state_income_tax": {"entity": "tax_unit", "is_tax": True},
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# Benefits
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"snap": {"entity": "spm_unit", "is_tax": False},
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"tanf": {"entity": "spm_unit", "is_tax": False},
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"ssi": {"entity": "person", "is_tax": False},
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"social_security": {"entity": "person", "is_tax": False},
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"medicare": {"entity": "person", "is_tax": False},
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"medicare_cost": {"entity": "person", "is_tax": False},
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"medicaid": {"entity": "person", "is_tax": False},
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"eitc": {"entity": "tax_unit", "is_tax": False},
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"ctc": {"entity": "tax_unit", "is_tax": False},

src/policyengine/tax_benefit_models/us/model.py

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@@ -75,6 +75,7 @@ class PolicyEngineUSLatest(TaxBenefitModelVersion):
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# Benefits
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"ssi",
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"social_security",
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"medicare_cost",
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"medicaid",
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"unemployment_compensation",
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],
@@ -101,6 +102,7 @@ class PolicyEngineUSLatest(TaxBenefitModelVersion):
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"tax_unit_weight",
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"income_tax",
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"employee_payroll_tax",
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"state_income_tax",
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"household_state_income_tax",
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"eitc",
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"ctc",

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