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Merge pull request PSLmodels#2773 from martinholmer/4-1-0
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Tax-Calculator 4.1.0
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jdebacker authored Jul 11, 2024
2 parents 781163a + 73d367f commit 3a73e46
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23 changes: 22 additions & 1 deletion docs/about/releases.md
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Expand Up @@ -3,6 +3,27 @@ Release history
Go [here](https://github.com/PSLmodels/Tax-Calculator/pulls?q=is%3Apr+is%3Aclosed)
for a complete commit history.


2024-07-11 Release 4.1.0
------------------------
(last merged pull request is
[#2772](https://github.com/PSLmodels/Tax-Calculator/pull/2772))

**This is an enhancement and bug-fix release.**

**API Changes**

**New Features**
- Add ability to use from the Python API custom growfactors files [[#2757](https://github.com/PSLmodels/Tax-Calculator/pull/2757) and [#2771](https://github.com/PSLmodels/Tax-Calculator/pull/2771) by Martin Holmer]
- Add `tmd_growfactors.csv` file for use with the tmd.csv input file [[#2758](https://github.com/PSLmodels/Tax-Calculator/pull/2758) by Martin Holmer]
- Add ability to run Tax-Calculator under Python 3.12 [[#2763](https://github.com/PSLmodels/Tax-Calculator/pull/2763) by Martin Holmer]
- Add `ctc_total` and `ctc_refundable` output variables [[#2765](https://github.com/PSLmodels/Tax-Calculator/pull/2765) and [#2766](https://github.com/PSLmodels/Tax-Calculator/pull/2766) by Martin Holmer]
- Add exact calculation logic to the `CTC_new` function [[#2769](https://github.com/PSLmodels/Tax-Calculator/pull/2769) by Martin Holmer]

**Bug Fixes**
- Fix 2018 and 2021 EITC phase-out start parameter values [[#2768](https://github.com/PSLmodels/Tax-Calculator/pull/2768) and [#2770](https://github.com/PSLmodels/Tax-Calculator/pull/2770) by Martin Holmer]


2024-06-01 Release 4.0.0
------------------------
(last merged pull request is
Expand All @@ -28,7 +49,7 @@ for a complete commit history.
**API Changes**

**New Features**
- Adds capabilites to handle `tmd*` files from the tax-microdata repository [[#2740](https://github.com/PSLmodels/Tax-Calculator/pull/2740) by Martin Holmer]
- Add capabilites to handle `tmd*` files from the tax-microdata repository [[#2740](https://github.com/PSLmodels/Tax-Calculator/pull/2740) by Martin Holmer]
- Minor updates to documentation, testing, and environment by Martin Holmer and Jason DeBacker in various PRs

2024-04-04 Release 3.5.3
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8 changes: 4 additions & 4 deletions docs/contributing/RELEASING.md
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Expand Up @@ -7,7 +7,7 @@ Create new `taxcalc` packages
===========================
```
--> on branch X-Y-Z, edit RELEASES.md to finalize X.Y.Z info
--> on branch X-Y-Z, edit docs/about/releases.md to finalize X.Y.Z info
--> specify release X.Y.Z in setup.py and taxcalc/__init__.py
Expand All @@ -19,11 +19,11 @@ Create new `taxcalc` packages
--> run `make package` [to make local taxcalc package available]
--> cd taxcalc/validation ; ./tests.sh ; .fix. ; cd ../..
--> cd taxcalc/validation ; ./tests_35.sh ; .fix. ; cd ../..
--> specify release X.Y.Z in index.md
--> specify release X.Y.Z in docs/index.md
--> cd .. ; make clean [to remove taxcalc package]
--> make clean [to remove taxcalc package]
--> commit X-Y-Z branch and push to origin
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2 changes: 1 addition & 1 deletion docs/index.md
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Expand Up @@ -57,7 +57,7 @@ The cross-model validation work with NBER's TAXSIM-27 model is described

## Latest release

{doc}`4.0.0 (2024-06-01) <about/releases>`
{doc}`4.1.0 (2024-07-11) <about/releases>`

If you are already using Tax-Calculator, upgrade using the following command:

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2 changes: 1 addition & 1 deletion setup.py
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Expand Up @@ -3,7 +3,7 @@
with open("README.md") as f:
longdesc = f.read()

version = "4.0.0"
version = "4.1.0"

config = {
"description": "Tax Calculator",
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2 changes: 1 addition & 1 deletion taxcalc.egg-info/PKG-INFO
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@@ -1,6 +1,6 @@
Metadata-Version: 2.1
Name: taxcalc
Version: 4.0.0
Version: 4.1.0
Summary: taxcalc
Home-page: https://github.com/PSLmodels/Tax-Calculator
Download-URL: https://github.com/PSLmodels/Tax-Calculator
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2 changes: 1 addition & 1 deletion taxcalc/__init__.py
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Expand Up @@ -14,4 +14,4 @@
from taxcalc.utils import *
from taxcalc.cli import *

__version__ = '4.0.0'
__version__ = '4.1.0'
2 changes: 1 addition & 1 deletion taxcalc/cli/tc.py
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Expand Up @@ -230,7 +230,7 @@ def _write_expected_test_output():
ifile.write(input_data)
expected_output_data = (
'RECID,YEAR,WEIGHT,INCTAX,LSTAX,PAYTAX\n'
'1,2018,0.00,139.87,0.00,6120.00\n'
'1,2018,0.00,131.88,0.00,6120.00\n'
'2,2018,0.00,28879.00,0.00,21721.60\n'
)
with open(EXPECTED_TEST_OUTPUT_FILENAME, 'w') as ofile:
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