PolicyEngine-UK 2.24.2__tar.gz → 2.25.0__tar.gz

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/CHANGELOG.md

@@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/), 
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [2.25.0] - 2025-05-21 09:46:26
+
+### Added
+
+- Public service spending variables.
+
 ## [2.24.2] - 2025-05-08 12:42:28
 
 ### Added
@@ -1745,6 +1751,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[2.25.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.24.2...2.25.0
 [2.24.2]: https://github.com/PolicyEngine/openfisca-uk/compare/2.24.1...2.24.2
 [2.24.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.24.0...2.24.1
 [2.24.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.23.2...2.24.0

{policyengine_uk-2.24.2/PolicyEngine_UK.egg-info → policyengine_uk-2.25.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: PolicyEngine-UK
-Version: 2.24.2
+Version: 2.25.0
 Summary: PolicyEngine tax and benefit system for the UK
 Home-page: https://github.com/PolicyEngine/policyengine-uk
 Author: PolicyEngine

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0/PolicyEngine_UK.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: PolicyEngine-UK
-Version: 2.24.2
+Version: 2.25.0
 Summary: PolicyEngine tax and benefit system for the UK
 Home-page: https://github.com/PolicyEngine/policyengine-uk
 Author: PolicyEngine

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/PolicyEngine_UK.egg-info/SOURCES.txt

@@ -84,8 +84,10 @@ policyengine_uk/parameters/gov/dcms/bbc/tv_licence/discount/aged/min_age.yaml
 policyengine_uk/parameters/gov/dcms/bbc/tv_licence/discount/aged/must_claim_pc.yaml
 policyengine_uk/parameters/gov/dcms/bbc/tv_licence/discount/blind/README.md
 policyengine_uk/parameters/gov/dcms/bbc/tv_licence/discount/blind/discount.yaml
+policyengine_uk/parameters/gov/dfe/README.md
 policyengine_uk/parameters/gov/dfe/childcare_funding_rate.yaml
 policyengine_uk/parameters/gov/dfe/compulsory_school_age.yaml
+policyengine_uk/parameters/gov/dfe/education_spending.yaml
 policyengine_uk/parameters/gov/dfe/weeks_per_year.yaml
 policyengine_uk/parameters/gov/dfe/care_to_learn/age_limit.yaml
 policyengine_uk/parameters/gov/dfe/care_to_learn/amount.yaml
@@ -103,6 +105,10 @@ policyengine_uk/parameters/gov/dfe/targeted_childcare_entitlement/income_limit/u
 policyengine_uk/parameters/gov/dfe/universal_childcare_entitlement/hours.yaml
 policyengine_uk/parameters/gov/dfe/universal_childcare_entitlement/max_age.yaml
 policyengine_uk/parameters/gov/dfe/universal_childcare_entitlement/min_age.yaml
+policyengine_uk/parameters/gov/dft/README.md
+policyengine_uk/parameters/gov/dft/spending.yaml
+policyengine_uk/parameters/gov/dhsc/README.md
+policyengine_uk/parameters/gov/dhsc/spending.yaml
 policyengine_uk/parameters/gov/dwp/README.md
 policyengine_uk/parameters/gov/dwp/benefit_cap.yaml
 policyengine_uk/parameters/gov/dwp/ESA/README.md
@@ -523,6 +529,7 @@ policyengine_uk/reforms/conservatives/household_based_hitc.py
 policyengine_uk/reforms/cps/__init__.py
 policyengine_uk/reforms/cps/marriage_tax_reforms.py
 policyengine_uk/reforms/policyengine/__init__.py
+policyengine_uk/reforms/policyengine/adjust_budgets.py
 policyengine_uk/reforms/policyengine/disable_simulated_benefits.py
 policyengine_uk/tests/test_parameter_metadata.py
 policyengine_uk/tests/code_health/test_variables.py
@@ -693,6 +700,7 @@ policyengine_uk/variables/gov/gov_tax.py
 policyengine_uk/variables/gov/dcms/bbc/tv_licence/tv_licence.py
 policyengine_uk/variables/gov/dcms/bbc/tv_licence/tv_licence_discount.py
 policyengine_uk/variables/gov/dcms/bbc/tv_licence/would_evade_tv_licence_fee.py
+policyengine_uk/variables/gov/dfe/dfe_education_spending.py
 policyengine_uk/variables/gov/dfe/max_free_entitlement_hours_used.py
 policyengine_uk/variables/gov/dfe/care_to_learn/care_to_learn.py
 policyengine_uk/variables/gov/dfe/care_to_learn/care_to_learn_eligible.py
@@ -715,6 +723,17 @@ policyengine_uk/variables/gov/dfe/universal_childcare_entitlement/is_child_recei
 policyengine_uk/variables/gov/dfe/universal_childcare_entitlement/universal_childcare_entitlement.py
 policyengine_uk/variables/gov/dfe/universal_childcare_entitlement/universal_childcare_entitlement_eligible.py
 policyengine_uk/variables/gov/dfe/universal_childcare_entitlement/would_claim_universal_childcare.py
+policyengine_uk/variables/gov/dft/README.md
+policyengine_uk/variables/gov/dft/bus_subsidy_spending.py
+policyengine_uk/variables/gov/dft/dft_subsidy_spending.py
+policyengine_uk/variables/gov/dft/rail_subsidy_spending.py
+policyengine_uk/variables/gov/dhsc/nhs_spending.py
+policyengine_uk/variables/gov/dhsc/a_and_e/a_and_e_visits.py
+policyengine_uk/variables/gov/dhsc/a_and_e/nhs_a_and_e_spending.py
+policyengine_uk/variables/gov/dhsc/admitted_patient/admitted_patient_visits.py
+policyengine_uk/variables/gov/dhsc/admitted_patient/nhs_admitted_patient_spending.py
+policyengine_uk/variables/gov/dhsc/outpatient/nhs_outpatient_spending.py
+policyengine_uk/variables/gov/dhsc/outpatient/outpatient_visits.py
 policyengine_uk/variables/gov/dwp/AFCS.py
 policyengine_uk/variables/gov/dwp/BSP.py
 policyengine_uk/variables/gov/dwp/ESA_contrib.py

policyengine_uk-2.25.0/policyengine_uk/parameters/gov/dfe/README.md

@@ -0,0 +1 @@
+# Department for Education

policyengine_uk-2.25.0/policyengine_uk/parameters/gov/dfe/education_spending.yaml

@@ -0,0 +1,12 @@
+description: Total spending by the Department for Education (DfE) on state education services (£ billions). Includes both Resource Departmental Expenditure Limit and Capital Departmental Expenditure Limit, but excludes depreciation.
+values:
+  2023-01-01: 88.0
+  2024-01-01: 94.9
+  2025-01-01: 100.9
+metadata:
+  unit: currency-GBP
+  label: DfE budget
+  uprating: self
+  reference:
+    - title: HM Treasury Spring Statement 2025
+      href: https://assets.publishing.service.gov.uk/media/67e3ec2df356a2dc0e39b488/E03274109_HMT_Spring_Statement_Mar_25_Web_Accessible_.pdf#page=48

policyengine_uk-2.25.0/policyengine_uk/parameters/gov/dft/README.md

@@ -0,0 +1 @@
+# Department for Transport

policyengine_uk-2.25.0/policyengine_uk/parameters/gov/dft/spending.yaml

@@ -0,0 +1,12 @@
+description: Total spending by the Department for Transport (DfT). Includes both Resource Departmental Expenditure Limit and Capital Departmental Expenditure Limit, but excludes depreciation.
+values:
+  2023-01-01: 30.0
+  2024-01-01: 29.0
+  2025-01-01: 30.1
+metadata:
+  unit: currency-GBP
+  label: DfT budget
+  uprating: self
+  reference:
+    - title: HM Treasury Spring Statement 2025
+      href: https://assets.publishing.service.gov.uk/media/67e3ec2df356a2dc0e39b488/E03274109_HMT_Spring_Statement_Mar_25_Web_Accessible_.pdf#page=48

policyengine_uk-2.25.0/policyengine_uk/parameters/gov/dhsc/README.md

@@ -0,0 +1 @@
+# Department for Health and Social Care

policyengine_uk-2.25.0/policyengine_uk/parameters/gov/dhsc/spending.yaml

@@ -0,0 +1,12 @@
+description: Total spending by the Department for Health and Social Care. Includes both Resource Departmental Expenditure Limit and Capital Departmental Expenditure Limit, but excludes depreciation.
+values:
+  2023-01-01: 188.4
+  2024-01-01: 204.9
+  2025-01-01: 215.6
+metadata:
+  unit: currency-GBP
+  label: DHSC budget
+  uprating: self
+  reference:
+    - title: HM Treasury Spring Statement 2025
+      href: https://assets.publishing.service.gov.uk/media/67e3ec2df356a2dc0e39b488/E03274109_HMT_Spring_Statement_Mar_25_Web_Accessible_.pdf#page=48

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/policyengine_uk/parameters/gov/hmrc/income_tax/rates/scotland/rates.yaml

@@ -2,13 +2,18 @@ description: Rates for Scottish Income Tax
 brackets:
   - threshold:
       values:
+        2017-04-06: null
+        2018-04-06: 0
         2021-04-06: 0
       metadata:
         uprating: gov.obr.consumer_price_index
     rate:
-      2021-04-06: 0.19 # Starter rate
+      2017-04-01: null
+      2018-04-06: 0.19 # Starter rate
   - threshold:
       values:
+        2017-04-06: 0
+        2018-04-06: 2_000
         2021-04-06: 2_306
         2022-04-06: 2_162
         2023-04-06: 2_162
@@ -16,9 +21,11 @@ brackets:
       metadata:
         uprating: gov.obr.consumer_price_index
     rate:
-      2021-04-06: 0.20 # Basic rate
+      2017-04-06: 0.20 # Basic rate
   - threshold:
       values:
+        2017-04-06: null
+        2018-04-06: 12_150
         2021-04-06: 13_991
         2022-04-06: 13_118
         2023-04-06: 13_118
@@ -26,9 +33,11 @@ brackets:
       metadata:
         uprating: gov.obr.consumer_price_index
     rate:
-      2021-04-06: 0.21 # Intermediate rate
+      2017-04-06: null
+      2018-04-06: 0.21 # Intermediate rate
   - threshold:
       values:
+        2017-04-06: 31_500
         2021-04-06: 31_092
         2022-04-06: 31_092
         2023-04-06: 31_092
@@ -36,27 +45,29 @@ brackets:
       metadata:
         uprating: gov.obr.consumer_price_index
     rate:
+      2017-04-06: 0.40
       2021-04-06: 0.41 # Higher rate
       2023-04-06: 0.42
   - threshold:
       values:
-        2021-04-06: 150_000
+        2017-04-06: 150_000
         2023-04-06: 125_140
         2024-04-06: 62_430
       metadata:
         uprating: gov.obr.consumer_price_index
     rate:
-      2021-04-06: 0.46 # Additional rate
+      2017-04-06: 0.45
+      2018-04-06: 0.46 # Additional rate
       2023-04-06: 0.47
       2024-04-06: 0.45
   - threshold:
       values:
-        2021-04-06: null
+        2017-04-06: null
         2024-04-06: 125_140
       metadata:
         uprating: gov.obr.consumer_price_index
     rate:
-      2021-04-06: null
+      2017-04-06: null
       2024-04-06: 0.48
 metadata:
   threshold_unit: currency-GBP

policyengine_uk-2.25.0/policyengine_uk/reforms/policyengine/adjust_budgets.py

@@ -0,0 +1,75 @@
+from policyengine_core.model_api import *
+
+
+def adjust_budgets(parameters, period):
+    budgets = [
+        (
+            parameters.baseline.gov.dfe.education_spending,
+            parameters.gov.dfe.education_spending,
+            "dfe_education_spending",
+        ),
+        (
+            parameters.baseline.gov.dhsc.spending,
+            parameters.gov.dhsc.spending,
+            "nhs_spending",
+        ),
+        (
+            parameters.baseline.gov.dft.spending,
+            parameters.gov.dft.spending,
+            "dft_subsidy_spending",
+        ),
+    ]
+
+    reforms = []
+
+    for baseline_parameter, parameter, budget_variable in budgets:
+        budget_reform = adjust_budget(
+            baseline_parameter, parameter, budget_variable
+        )
+        if budget_reform is not None:
+            reforms.append(budget_reform)
+
+    if len(reforms) == 0:
+        return None
+
+    class adjust_budgets_reform(Reform):
+        def apply(self):
+
+            for reform in reforms:
+                reform.apply(self)
+
+    return adjust_budgets_reform
+
+
+def adjust_budget(baseline_parameter, parameter, budget_variable):
+    change_by_year = {}
+
+    for time_period in range(2023, 2030):
+        baseline_budget = baseline_parameter(time_period)
+        reformed_budget = parameter(time_period)
+
+        if baseline_budget == reformed_budget:
+            continue
+
+        budget_change = reformed_budget - baseline_budget
+
+        change_by_year[time_period] = budget_change
+
+    if len(change_by_year) == 0:
+        return None
+
+    class adjust_budget_reform(Reform):
+        def apply(self):
+            simulation = self.simulation
+
+            for time_period, budget_change in change_by_year.items():
+                spending = simulation.calculate(budget_variable, time_period)
+                relative_increase = budget_change / (spending.sum() / 1e9)
+
+                simulation.set_input(
+                    budget_variable,
+                    time_period,
+                    spending * (1 + relative_increase),
+                )
+
+    return adjust_budget_reform

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/policyengine_uk/reforms/reforms.py

@@ -3,6 +3,7 @@ from .conservatives import create_household_based_hitc_reform
 from .policyengine import (
     disable_simulated_benefits,
 )
+from .policyengine.adjust_budgets import adjust_budgets
 from policyengine_core.model_api import *
 from policyengine_core import periods
 
@@ -13,6 +14,7 @@ def create_structural_reforms_from_parameters(parameters, period):
         create_marriage_tax_reform(parameters, period),
         create_household_based_hitc_reform(parameters, period),
         disable_simulated_benefits(parameters, period),
+        adjust_budgets(parameters, period),
     ]
     reforms = tuple(filter(lambda x: x is not None, reforms))
 

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/policyengine_uk/system.py

@@ -70,12 +70,8 @@ class CountryTaxBenefitSystem(TaxBenefitSystem):
         self.parameters = propagate_parameter_metadata(self.parameters)
         self.add_abolition_parameters()
 
-        self.parameters = backdate_parameters(self.parameters, "2015-01-01")
-        self.parameters.gov.hmrc = convert_to_fiscal_year_parameters(
-            self.parameters.gov.hmrc
-        )
-        self.parameters.gov.dwp = convert_to_fiscal_year_parameters(
-            self.parameters.gov.dwp
+        self.parameters.gov = convert_to_fiscal_year_parameters(
+            self.parameters.gov
         )
 
     def __init__(self, reform=None):

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dfe/dfe_education_spending.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class dfe_education_spending(Variable):
+    label = "state education spending"
+    documentation = "Total state education spending for this person."
+    entity = Household
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dft/README.md

@@ -0,0 +1 @@
+# Department for Transport

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dft/bus_subsidy_spending.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class bus_subsidy_spending(Variable):
+    label = "bus subsidy spending"
+    documentation = "Total spending on bus subsidies for this household"
+    entity = Household
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dft/dft_subsidy_spending.py

@@ -0,0 +1,14 @@
+from policyengine_uk.model_api import *
+
+
+class dft_subsidy_spending(Variable):
+    label = "transport subsidy spending"
+    documentation = "Total spending on transport subsidies for this household."
+    entity = Household
+    definition_period = YEAR
+    value_type = float
+    unit = GBP
+    adds = [
+        "rail_subsidy_spending",
+        "bus_subsidy_spending",
+    ]

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dft/rail_subsidy_spending.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class rail_subsidy_spending(Variable):
+    label = "rail subsidy spending"
+    documentation = "Total spending on rail subsidies for this household."
+    entity = Household
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/a_and_e/a_and_e_visits.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class a_and_e_visits(Variable):
+    label = "A&E visits"
+    documentation = "Number of A&E visits by this person."
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/a_and_e/nhs_a_and_e_spending.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class nhs_a_and_e_spending(Variable):
+    label = "NHS spending on A&E visits"
+    documentation = "Total spending by the NHS on A&E visits for this person."
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/admitted_patient/admitted_patient_visits.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class admitted_patient_visits(Variable):
+    label = "admitted patient visits"
+    documentation = "Number of admitted patient visits by this person."
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/admitted_patient/nhs_admitted_patient_spending.py

@@ -0,0 +1,12 @@
+from policyengine_uk.model_api import *
+
+
+class nhs_admitted_patient_spending(Variable):
+    label = "NHS spending on admitted patient visits"
+    documentation = (
+        "Total spending by the NHS on admitted patient visits for this person."
+    )
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/nhs_spending.py

@@ -0,0 +1,15 @@
+from policyengine_uk.model_api import *
+
+
+class nhs_spending(Variable):
+    label = "NHS spending"
+    documentation = "Total NHS spending for this person."
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP
+    adds = [
+        "nhs_outpatient_spending",
+        "nhs_a_and_e_spending",
+        "nhs_admitted_patient_spending",
+    ]

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/outpatient/nhs_outpatient_spending.py

@@ -0,0 +1,12 @@
+from policyengine_uk.model_api import *
+
+
+class nhs_outpatient_spending(Variable):
+    label = "NHS spending on outpatient visits"
+    documentation = (
+        "Total spending by the NHS on outpatient visits for this person."
+    )
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

policyengine_uk-2.25.0/policyengine_uk/variables/gov/dhsc/outpatient/outpatient_visits.py

@@ -0,0 +1,10 @@
+from policyengine_uk.model_api import *
+
+
+class outpatient_visits(Variable):
+    label = "outpatient visits"
+    documentation = "Number of outpatient visits by this person."
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/policyengine_uk/variables/gov/gov_spending.py

@@ -41,12 +41,13 @@ class gov_spending(Variable):
         "energy_bills_rebate",
         "winter_fuel_allowance",
         "pawhp",
-        "nhs_budget_change",
-        "education_budget_change",
         "other_public_spending_budget_change",
         "tax_free_childcare",
         "extended_childcare_entitlement",
         "universal_childcare_entitlement",
         "targeted_childcare_entitlement",
         "care_to_learn",
+        "dfe_education_spending",
+        "dft_subsidy_spending",
+        "nhs_spending",
     ]

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/policyengine_uk/variables/household/income/benefit.py

@@ -44,14 +44,14 @@ class household_benefits(Variable):
         "cost_of_living_support_payment",
         "energy_bills_rebate",
         "winter_fuel_allowance",
-        "nhs_budget_change",
-        "education_budget_change",
-        "other_public_spending_budget_change",
         "tax_free_childcare",
         "extended_childcare_entitlement",
         "universal_childcare_entitlement",
         "targeted_childcare_entitlement",
         "care_to_learn",
+        "nhs_spending",
+        "dfe_education_spending",
+        "dft_subsidy_spending",
     ]
 
     def formula(household, period, parameters):

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/policyengine_uk/variables/household/income/income.py

@@ -422,7 +422,7 @@ class household_income_decile(Variable):
     value_type = int
 
     def formula(household, period, parameters):
-        income = household("household_net_income", period)
+        income = household("equiv_hbai_household_net_income", period)
         count_people = household("household_count_people", period)
         household_weight = household("household_weight", period)
         weighted_income = MicroSeries(

{policyengine_uk-2.24.2 → policyengine_uk-2.25.0}/setup.py

@@ -4,7 +4,7 @@ from setuptools import setup, find_packages
 
 setup(
     name="PolicyEngine-UK",
-    version="2.24.2",
+    version="2.25.0",
     author="PolicyEngine",
     author_email="nikhil@policyengine.org",
     classifiers=[