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Added Montana Interest Exemptions #3098

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merged 22 commits into from
Nov 15, 2023

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DianaShi5083
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@DianaShi5083 DianaShi5083 commented Sep 27, 2023

Fixes #3058

🤖 Generated by Copilot at 4d6744a

Summary

✨📄📝

This pull request adds support for Montana interest exemptions in the policy engine. It introduces new parameters, variables, and tests for the feature, and updates the changelog accordingly. The files affected are changelog_entry.yaml, age.yaml, amount.yaml, mt_interest_exemption.yaml, and mt_interest.py.

mt_exemptions new
Feature for Montana tax
Winter of savings

Walkthrough

  • Add Montana interest exemptions as a new feature (link)
  • Create a new variable mt_exemptions that calculates the amount of exemptions a tax unit can claim based on their dividend income, filing status, and age (link)
  • Add two new parameter files for the age threshold (age.yaml) and the amount (amount.yaml) of Montana interest exemptions, with descriptions, metadata, references, and values (link, link)
  • Add a new test file (mt_interest_exemption.yaml) that checks the output of mt_exemptions against the expected values for three test cases with different filing statuses and ages (link)

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codecov bot commented Oct 4, 2023

Codecov Report

All modified and coverable lines are covered by tests ✅

Comparison is base (36c053c) 99.02% compared to head (51c5d01) 99.02%.

❗ Current head 51c5d01 differs from pull request most recent head 084b212. Consider uploading reports for the commit 084b212 to get more accurate results

Additional details and impacted files
@@           Coverage Diff           @@
##           master    #3098   +/-   ##
=======================================
  Coverage   99.02%   99.02%           
=======================================
  Files        1828     1831    +3     
  Lines       26941    26981   +40     
  Branches      158      158           
=======================================
+ Hits        26678    26718   +40     
  Misses        225      225           
  Partials       38       38           

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@MaxGhenis MaxGhenis merged commit e4cc201 into PolicyEngine:master Nov 15, 2023
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Montana Interest Exemptions
3 participants