PolicyEngine-UK 2.148.2__tar.gz → 2.148.4__tar.gz

{policyengine_uk-2.148.2 → policyengine_uk-2.148.4}/CHANGELOG.md

@@ -1,3 +1,18 @@
+## [2.148.4] - 2026-10-23
+
+### Fixed
+
+- - Added the working-age Housing Benefit residential capital threshold using one separately pre-assessed qualification input.
+- Income-related ESA ends for the claimant and partner of a family that claims Universal Credit, as the claim brings its abolition into force (Welfare Reform Act 2012 s.33(1)(b); SI 2013/983 art. 4), so it is no longer paid alongside Universal Credit (#1914).
+
+
+## [2.148.3] - 2026-10-23
+
+### Fixed
+
+- - Fixed a simulation given an input for a year before its data holding no person, benefit unit or household identifiers in that year, so that formulas reading them, such as `months_since_last_birthday` and the Universal Credit deduction draws, gave different values there from the simulation its exported frame loads back to.
+
+
 ## [2.148.2] - 2026-10-23
 
 ### Changed

{policyengine_uk-2.148.2 → policyengine_uk-2.148.4}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.5
 Name: policyengine-uk
-Version: 2.148.2
+Version: 2.148.4
 Summary: PolicyEngine tax and benefit system for the UK.
 Project-URL: Homepage, https://github.com/PolicyEngine/policyengine-uk
 Project-URL: Repository, https://github.com/PolicyEngine/policyengine-uk

{policyengine_uk-2.148.2 → policyengine_uk-2.148.4}/policyengine_uk/data/input_dataframe.py

@@ -20,7 +20,11 @@ The identifiers hold for every period, and a simulation built from a frame
 holds them all as inputs in each whole year a column names.
 ``Simulation.to_input_dataframe`` gives them for each such year too
 (``with_identifiers_in_each_year``), so that an exported frame loads back to
-a simulation that exports it again.
+a simulation that exports it again. Inputs carry forward but not back, so
+``Simulation.set_input`` gives a simulation its identifiers for a year
+before every year it holds them for when it is given an input there
+(``hold_identifiers_in``). Formulas that read them then read the same people
+and groups in that year as the simulation the frame loads back to.
 """
 
 import warnings
@@ -28,7 +32,7 @@ from typing import TYPE_CHECKING, Dict, List, Optional, Tuple
 
 import numpy as np
 import pandas as pd
-from policyengine_core.periods import period as period_
+from policyengine_core.periods import ETERNITY, period as period_
 
 from policyengine_uk.data.dataset_schema import (
     UKMultiYearDataset,
@@ -440,6 +444,60 @@ def dataset_from_input_dataframe(
     return UKMultiYearDataset(datasets=datasets), replayed, identifier_inputs
 
 
+def _ignored(variable, period) -> bool:
+    """Whether policyengine-core's ``Simulation.set_input`` stores nothing
+    for ``variable`` in ``period``, as it does for a period that starts after
+    the variable ends."""
+    return variable.end is not None and period.start.date > variable.end
+
+
+def hold_identifiers_in(simulation, variable_name: str, period) -> None:
+    """Give ``simulation`` its identifiers for the year an input of
+    ``variable_name`` for ``period`` starts in, if they start later.
+
+    policyengine-core carries an input forward to later periods but never
+    back (``Simulation._calculate``). So a simulation given an input for a
+    year before its data, such as 2023 for a frame of 2025, would hold no
+    identifiers there. Formulas would read every person, benefit unit and
+    household identifier there as zero, the default. Yet once the frame it
+    exports gives a whole year's value for that year, the frame loads back to
+    a simulation that holds the people and groups there: each whole year a
+    column of another variable names is a year of the dataset, which holds
+    them, and each other year an identifier column names gets the identifiers
+    as inputs (``dataset_from_input_dataframe``).
+
+    So each identifier that ``simulation`` holds as an input for some period,
+    but for none that starts by the first day of the year ``period`` starts
+    in, is set for that year to its value in the period it is held for that
+    starts first. A simulation holds one set of people and groups, so that
+    value names the same ones. From that year on the identifier carries
+    forward, so the simulation holds its identifiers in each year it holds an
+    input for. An identifier the simulation does not hold as an input, as in
+    one built from a situation, is left alone.
+
+    An input core does not store, for a period after its variable ends, gives
+    none. Each identifier is set through ``simulation.set_input``, which
+    calls this again for the identifier. That call finds the identifier held
+    for the year, or returns here if core did not store it, so the calls end.
+    """
+    period = period_(period)
+    variables = simulation.tax_benefit_system.variables
+    if period.unit == ETERNITY or _ignored(variables[variable_name], period):
+        return
+    year = period_(str(period.start.year))
+    branch = simulation.branch_name
+    for identifier in sorted(IDENTIFIER_VARIABLES):
+        holder = simulation.get_holder(identifier)
+        held = holder.get_input_periods(branch)
+        if not held:
+            continue
+        first = min(held, key=lambda held_period: held_period.start)
+        if first.start > year.start:
+            simulation.set_input(
+                identifier, year, np.array(holder.get_array(first, branch))
+            )
+
+
 def with_identifiers_in_each_year(
     df: pd.DataFrame, tax_benefit_system: "TaxBenefitSystem"
 ) -> pd.DataFrame:
@@ -456,23 +514,27 @@ def with_identifiers_in_each_year(
     for a year after its data once it was built, as the Universal Credit
     rebalancing records each benefit unit's health element status for 2026
     to 2029, holds its identifiers in that year only by carrying them forward
-    from an earlier one; and in a year before its data, where inputs do not
-    carry back, its identifiers are the default, zero. policyengine-core
-    exports an input only for the periods it was set for. Giving every
-    identifier for each year makes the frame load back to a simulation that
-    exports the same frame.
+    from an earlier one. (In a year before its data, where inputs do not
+    carry back, ``hold_identifiers_in`` gives it them as inputs.)
+    policyengine-core exports an input only for the periods it was set for.
+    Giving every identifier for each year makes the frame load back to a
+    simulation that exports the same frame.
 
     A simulation holds one set of people and groups, so every column of an
     identifier names the same ones (the loader refuses a frame whose columns
     differ). An identifier added for a year copies its column for the latest
     year before it the frame gives, or else the earliest year it gives. Each
-    goes beside the identifier's other columns, in order of period, which is
-    where the default export (sorted by period) puts an input set for that
-    year.
+    goes beside the identifier's other columns, before the first whose period
+    sorts after its own. The default export sorts each variable's periods, so
+    that is where it puts an input set for that year. (With
+    ``include_computed_variables=True``, policyengine-core exports each
+    variable's periods in the order they are stored, and the frame is not
+    expected to load back to the same frame.)
 
     Only columns that name a variable of ``tax_benefit_system`` count, and an
     identifier the frame does not give for any year is not added. ``df`` is
-    not changed.
+    not changed: if every identifier it gives is given for each such year,
+    ``df`` itself is returned, and otherwise a new frame.
     """
     named: Dict[str, Dict[int, object]] = {}
     years = set()

policyengine_uk-2.148.4/policyengine_uk/parameters/gov/dwp/housing_benefit/means_test/capital/working_age/residential_threshold.yaml

@@ -0,0 +1,13 @@
+description: Working-age Housing Benefit capital tariff threshold where the statutory residential exception applies.
+metadata:
+  label: Housing Benefit residential capital tariff threshold
+  unit: currency-GBP
+  period: year
+values:
+  2006-04-10:
+    value: 10000
+    reference:
+      - title: The Housing Benefit Regulations 2006, regulation 52(3)-(5), (8)-(9)
+        href: https://www.legislation.gov.uk/uksi/2006/213/regulation/52
+      - title: The Housing Benefit Regulations (Northern Ireland) 2006, regulation 49(2)-(4), (7)-(8)
+        href: https://www.legislation.gov.uk/nisr/2006/405/regulation/49

{policyengine_uk-2.148.2 → policyengine_uk-2.148.4}/policyengine_uk/simulation.py

@@ -40,6 +40,7 @@ from policyengine_uk.data.dataset_sources import materialize_gcs_dataset_url
 from policyengine_uk.data.energy_price_basis import core_dataset_energy_price_basis
 from policyengine_uk.data.input_dataframe import (
     dataset_from_input_dataframe,
+    hold_identifiers_in,
     with_identifiers_in_each_year,
 )
 from policyengine_uk.data.capital_gains_projection import (
@@ -571,6 +572,10 @@ class Simulation(CoreSimulation):
             super().set_input(variable_name, period, value)
         finally:
             forget_replaced_model_values(self, variable_name, records)
+        # Inputs do not carry back, so give the simulation its identifiers
+        # for the year the input starts in if it holds them only for later
+        # years. See ``policyengine_uk.data.input_dataframe.hold_identifiers_in``.
+        hold_identifiers_in(self, variable_name, period)
         if variable_name in CGT_DATASET_INPUTS:
             self._capture_cgt_supplied_inputs(variable_name, replace_period=period)
 
@@ -1057,8 +1062,9 @@ class Simulation(CoreSimulation):
         for the periods they were set for. Calculated caches and values stored
         by the model itself are not supplied inputs.
         The identifiers are also given for every whole year a column names,
-        where a simulation built from the frame holds them, so that the frame
-        loads back to a simulation that exports the same frame. See
+        where a simulation built from the frame holds them, so that the
+        default export loads back to a simulation that exports the same
+        frame. See
         ``policyengine_uk.data.input_dataframe.with_identifiers_in_each_year``.
 
         Args:

policyengine_uk-2.148.4/policyengine_uk/tests/code_health/test_simulation_methods_defined_once.py

@@ -0,0 +1,77 @@
+"""Each method of the simulation classes is defined once.
+
+Pull requests often override methods of ``policyengine_uk.simulation.Simulation``
+(``set_input``, ``delete_arrays``, ``clone`` and others). Two overrides of one
+method, added at different places in the class, merge without a git conflict,
+and the later definition replaces the earlier one: whatever the earlier one
+did is lost without an error. Combine them into one method instead.
+
+``ruff check`` reports this as F811 when it runs. This test guards the merged
+class with the tests themselves, wherever lint is not run. Property setters
+and deleters, and ``typing.overload`` stubs, name a method again on purpose
+and are left out.
+"""
+
+import ast
+from collections import Counter
+from pathlib import Path
+
+import pytest
+
+PACKAGE = Path(__file__).resolve().parents[2]
+MODULES = ["simulation.py", "microsimulation.py"]
+
+
+def _names_again(decorator: ast.expr) -> bool:
+    """Whether ``decorator`` defines a method under a name already used."""
+    if isinstance(decorator, ast.Attribute):
+        return decorator.attr in ("setter", "deleter", "getter")
+    return isinstance(decorator, ast.Name) and decorator.id == "overload"
+
+
+def methods_defined_more_than_once(source: str) -> dict:
+    """The methods each class in ``source`` defines more than once, by
+    class."""
+    repeated = {}
+    for node in ast.walk(ast.parse(source)):
+        if not isinstance(node, ast.ClassDef):
+            continue
+        names = Counter(
+            method.name
+            for method in node.body
+            if isinstance(method, (ast.FunctionDef, ast.AsyncFunctionDef))
+            and not any(map(_names_again, method.decorator_list))
+        )
+        twice = sorted(name for name, count in names.items() if count > 1)
+        if twice:
+            repeated[node.name] = twice
+    return repeated
+
+
+@pytest.mark.parametrize("module", MODULES)
+def test_each_method_of_the_simulation_classes_is_defined_once(module):
+    repeated = methods_defined_more_than_once((PACKAGE / module).read_text())
+    assert not repeated, (
+        f"{module} defines these methods more than once, so only the last "
+        f"definition of each takes effect: {repeated}. Combine them."
+    )
+
+
+def test_a_method_defined_twice_is_found():
+    source = """
+class Simulation:
+    def set_input(self):
+        pass
+
+    @property
+    def size(self):
+        pass
+
+    @size.setter
+    def size(self, value):
+        pass
+
+    def set_input(self):
+        pass
+"""
+    assert methods_defined_more_than_once(source) == {"Simulation": ["set_input"]}

{policyengine_uk-2.148.2 → policyengine_uk-2.148.4}/policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_capital.yaml

@@ -9,6 +9,7 @@
     benunits:
       benunit:
         members: claimant
+        would_claim_uc: false
     households:
       household:
         members: claimant
@@ -32,6 +33,7 @@
     benunits:
       benunit:
         members: claimant
+        would_claim_uc: false
     households:
       household:
         members: claimant
@@ -51,6 +53,7 @@
     benunits:
       benunit:
         members: claimant
+        would_claim_uc: false
     households:
       household:
         members: claimant
@@ -71,6 +74,7 @@
     benunits:
       benunit:
         members: claimant
+        would_claim_uc: false
     households:
       household:
         members: claimant
@@ -91,6 +95,7 @@
     benunits:
       benunit:
         members: claimant
+        would_claim_uc: false
     households:
       household:
         members: claimant
@@ -135,6 +140,7 @@
     benunits:
       claimant_benunit:
         members: claimant
+        would_claim_uc: false
       unrelated_benunit:
         members: unrelated_adult
     households:
@@ -158,8 +164,10 @@
     benunits:
       benunit_1:
         members: claimant_1
+        would_claim_uc: false
       benunit_2:
         members: claimant_2
+        would_claim_uc: false
     households:
       household:
         members: [claimant_1, claimant_2]
@@ -182,6 +190,7 @@
       benunit:
         members: [claimant, child]
         would_claim_IS: true
+        would_claim_uc: false
     households:
       household:
         members: [claimant, child]
@@ -202,6 +211,7 @@
     benunits:
       benunit:
         members: claimant
+        would_claim_uc: false
     households:
       household:
         members: claimant

{policyengine_uk-2.148.2 → policyengine_uk-2.148.4}/policyengine_uk/tests/policy/baseline/finance/benefit/family/esa_income/esa_income_remunerative_work.yaml

@@ -40,6 +40,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -63,6 +64,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -88,6 +90,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -112,6 +115,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -135,6 +139,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -159,6 +164,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -181,6 +187,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -205,6 +212,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -226,6 +234,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -248,6 +257,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -275,6 +285,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -299,6 +310,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -320,6 +332,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -348,6 +361,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -383,6 +397,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -410,6 +425,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -433,6 +449,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -458,6 +475,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -483,6 +501,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -514,6 +533,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -540,6 +560,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -571,6 +592,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -596,6 +618,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -620,6 +643,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -646,6 +670,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -678,6 +703,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -703,6 +729,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -734,6 +761,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -760,6 +788,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -791,6 +820,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -818,6 +848,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -843,6 +874,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -868,6 +900,7 @@
     benunits:
       benunit:
         members: [claimant]
+        would_claim_uc: false
     households:
       household:
         members: [claimant]
@@ -899,6 +932,7 @@
     benunits:
       couple:
         members: [claimant, partner]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, partner]
@@ -924,6 +958,7 @@
     benunits:
       couple:
         members: [claimant, partner]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, partner]
@@ -949,6 +984,7 @@
     benunits:
       couple:
         members: [claimant, partner]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, partner]
@@ -975,6 +1011,7 @@
     benunits:
       couple:
         members: [claimant, partner]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, partner]
@@ -1000,6 +1037,7 @@
     benunits:
       couple:
         members: [claimant, partner]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, partner]
@@ -1027,6 +1065,7 @@
     benunits:
       couple:
         members: [first, second]
+        would_claim_uc: false
     households:
       household:
         members: [first, second]
@@ -1053,6 +1092,7 @@
     benunits:
       couple:
         members: [first, second]
+        would_claim_uc: false
     households:
       household:
         members: [first, second]
@@ -1107,6 +1147,7 @@
     benunits:
       benunit:
         members: [claimant, lodger]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, lodger]
@@ -1134,6 +1175,7 @@
     benunits:
       benunit:
         members: [claimant, lodger]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, lodger]
@@ -1167,6 +1209,7 @@
     benunits:
       benunit:
         members: [claimant, lodger]
+        would_claim_uc: false
     households:
       household:
         members: [claimant, lodger]
@@ -1237,6 +1280,7 @@
       couple:
         members: [carer, partner]
         income_support_assessable_capital: 0
+        would_claim_uc: false
     households:
       household:
         members: [carer, partner]
@@ -1268,6 +1312,7 @@
       unit:
         members: [claimant, partner, outside]
         esa_income_assessable_capital: 0
+        would_claim_uc: false
     households:
       household:
         members: [claimant, partner, outside]