From 73d367f84a36beda2dfd14112b15821428cfbd5f Mon Sep 17 00:00:00 2001 From: "martin.holmer@gmail.com" Date: Thu, 11 Jul 2024 12:51:55 -0400 Subject: [PATCH] Tax-Calculator 4.1.0 --- docs/about/releases.md | 23 ++++++++++++++++++++++- docs/contributing/RELEASING.md | 8 ++++---- docs/index.md | 2 +- setup.py | 2 +- taxcalc.egg-info/PKG-INFO | 2 +- taxcalc/__init__.py | 2 +- taxcalc/cli/tc.py | 2 +- 7 files changed, 31 insertions(+), 10 deletions(-) diff --git a/docs/about/releases.md b/docs/about/releases.md index 3b8818c22..02524c73b 100644 --- a/docs/about/releases.md +++ b/docs/about/releases.md @@ -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 @@ -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 diff --git a/docs/contributing/RELEASING.md b/docs/contributing/RELEASING.md index 30ea74d78..59e43c0a0 100755 --- a/docs/contributing/RELEASING.md +++ b/docs/contributing/RELEASING.md @@ -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 @@ -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 diff --git a/docs/index.md b/docs/index.md index 13ddb601f..b975e484a 100644 --- a/docs/index.md +++ b/docs/index.md @@ -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) ` +{doc}`4.1.0 (2024-07-11) ` If you are already using Tax-Calculator, upgrade using the following command: diff --git a/setup.py b/setup.py index 931366977..cff9a0e13 100644 --- a/setup.py +++ b/setup.py @@ -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", diff --git a/taxcalc.egg-info/PKG-INFO b/taxcalc.egg-info/PKG-INFO index 3f77bfdde..587ad3a08 100644 --- a/taxcalc.egg-info/PKG-INFO +++ b/taxcalc.egg-info/PKG-INFO @@ -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 diff --git a/taxcalc/__init__.py b/taxcalc/__init__.py index 203473408..dbbe30658 100644 --- a/taxcalc/__init__.py +++ b/taxcalc/__init__.py @@ -14,4 +14,4 @@ from taxcalc.utils import * from taxcalc.cli import * -__version__ = '4.0.0' +__version__ = '4.1.0' diff --git a/taxcalc/cli/tc.py b/taxcalc/cli/tc.py index 764564fbc..af8ca3a0a 100644 --- a/taxcalc/cli/tc.py +++ b/taxcalc/cli/tc.py @@ -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: