PolicyEngine-UK 2.89.2__tar.gz → 2.89.4__tar.gz

{policyengine_uk-2.89.2 → policyengine_uk-2.89.4}/CHANGELOG.md

@@ -1,3 +1,15 @@
+## [2.89.4] - 2026-07-27
+
+### Fixed
+
+- Lower Northern Ireland's regional land intensity from 0.673 to 0.44, interpolating from price-similar regions consistently with Scotland and Wales.
+
+
+## [2.89.3] - 2026-07-23
+
+No significant changes.
+
+
 ## [2.89.2] - 2026-06-18
 
 No significant changes.

{policyengine_uk-2.89.2 → policyengine_uk-2.89.4}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: policyengine-uk
-Version: 2.89.2
+Version: 2.89.4
 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
@@ -49,6 +49,9 @@ Description-Content-Type: text/markdown
 [![PyPI version](https://badge.fury.io/py/policyengine-uk.svg)](https://badge.fury.io/py/policyengine-uk)
 [![Code style: black](https://img.shields.io/badge/code%20style-black-000000.svg)](https://github.com/psf/black)
 
+> **For microsimulation, use [policyengine.py](https://github.com/PolicyEngine/policyengine.py).** Society-wide microsimulation — population aggregates and distributional or budgetary impacts — is moving to the managed `policyengine.py` bundle, which pins certified, calibration-gated datasets. **Direct microsimulation via `policyengine-uk` (`Microsimulation()`) is deprecated** and being migrated to `policyengine.py`. This package remains the home of the UK tax-benefit rules and household-level calculations. Microsimulation results are estimates.
+
+
 PolicyEngine UK is [PolicyEngine](https://policyengine.org)'s microsimulation model of the UK tax-benefit system.
 It uses the PolicyEngine Core microsimulation framework, which is based on [OpenFisca](https://openfisca.org). 
 

{policyengine_uk-2.89.2 → policyengine_uk-2.89.4}/README.md

@@ -3,6 +3,9 @@
 [![PyPI version](https://badge.fury.io/py/policyengine-uk.svg)](https://badge.fury.io/py/policyengine-uk)
 [![Code style: black](https://img.shields.io/badge/code%20style-black-000000.svg)](https://github.com/psf/black)
 
+> **For microsimulation, use [policyengine.py](https://github.com/PolicyEngine/policyengine.py).** Society-wide microsimulation — population aggregates and distributional or budgetary impacts — is moving to the managed `policyengine.py` bundle, which pins certified, calibration-gated datasets. **Direct microsimulation via `policyengine-uk` (`Microsimulation()`) is deprecated** and being migrated to `policyengine.py`. This package remains the home of the UK tax-benefit rules and household-level calculations. Microsimulation results are estimates.
+
+
 PolicyEngine UK is [PolicyEngine](https://policyengine.org)'s microsimulation model of the UK tax-benefit system.
 It uses the PolicyEngine Core microsimulation framework, which is based on [OpenFisca](https://openfisca.org). 
 

policyengine_uk-2.89.4/policyengine_uk/parameters/gov/dft/bus/fare_allocation_weight_by_age.yaml

@@ -0,0 +1,45 @@
+description: Relative weight used to allocate a household's bus and coach fare spending across its members by age. Derived from National Travel Survey local bus trips by age and adjusted for concessionary travel, so the weights track fares paid rather than trips taken - bus use peaks at 17-20, while pension-age passengers travel free under ENCTS and so carry close to zero fare weight.
+metadata:
+  type: single_amount
+  threshold_unit: year
+  amount_unit: /1
+  label: Bus fare allocation weight by age
+  reference:
+    - title: National Travel Survey 2023 - trips by purpose, age, mode and sex
+      href: https://www.gov.uk/government/statistics/national-travel-survey-2023/nts-2023-trips-by-purpose-age-mode-and-sex
+    - title: Concessionary travel statistics (ENCTS free travel from pension age)
+      href: https://www.gov.uk/government/collections/concessionary-travel-statistics
+
+brackets:
+  - threshold:
+      2023-01-01: 0
+    amount:
+      2023-01-01: 0.5
+  - threshold:
+      2023-01-01: 17
+    amount:
+      2023-01-01: 3.9
+  - threshold:
+      2023-01-01: 21
+    amount:
+      2023-01-01: 1.8
+  - threshold:
+      2023-01-01: 30
+    amount:
+      2023-01-01: 1.0
+  - threshold:
+      2023-01-01: 40
+    amount:
+      2023-01-01: 0.8
+  - threshold:
+      2023-01-01: 50
+    amount:
+      2023-01-01: 0.7
+  - threshold:
+      2023-01-01: 60
+    amount:
+      2023-01-01: 0.3
+  - threshold:
+      2023-01-01: 70
+    amount:
+      2023-01-01: 0.07

{policyengine_uk-2.89.2 → policyengine_uk-2.89.4}/policyengine_uk/parameters/household/wealth/land/intensity.yaml

@@ -11,9 +11,10 @@ property_wealth_by_region:
     intensity = (mhclg_land_per_ha / dwellings_per_ha) / avg_house_price,
     using MHCLG 2023 central-scenario densities and UK HPI Dec 2025 prices.
     England regions use MHCLG local authority data aggregated to region.
-    Scotland and Wales are interpolated from the nearest English region
-    by house price (MHCLG covers England only): Scotland from North East/
-    North West, Wales from North West.
+    Scotland, Wales and Northern Ireland are interpolated from the nearest
+    English regions by house price (MHCLG covers England only): Scotland and
+    Northern Ireland from North East/North West, Wales from North West.
+    UNKNOWN uses the dwelling-weighted mean across regions.
   metadata:
     label: Regional property wealth land intensity
     unit: /1
@@ -57,7 +58,7 @@ property_wealth_by_region:
       2023-01-01: 0.42
   NORTHERN_IRELAND:
     values:
-      2023-01-01: 0.673
+      2023-01-01: 0.44
   UNKNOWN:
     values:
-      2023-01-01: 0.673
+      2023-01-01: 0.57

policyengine_uk-2.89.4/policyengine_uk/tests/policy/baseline/gov/dft/person_bus_fare_spending.yaml

@@ -0,0 +1,71 @@
+# Allocation of household bus and coach fare spending across members, using
+# the NTS-derived, concessionary-adjusted age profile in
+# gov.dft.bus.fare_allocation_weight_by_age.
+
+- name: Fares split between a young adult and a middle-aged adult by age weight
+  period: 2027
+  absolute_error_margin: 0.01
+  input:
+    people:
+      young_adult:
+        age: 19
+      adult:
+        age: 45
+    households:
+      household:
+        members: [young_adult, adult]
+        bus_fare_spending: 470
+  output:
+    # Weights are 3.9 (17-20) and 0.8 (40-49), summing to 4.7.
+    # 470 * 3.9 / 4.7 = 390; 470 * 0.8 / 4.7 = 80.
+    person_bus_fare_spending: [390, 80]
+
+- name: Pension-age members carry almost no fare weight because they travel free
+  period: 2027
+  absolute_error_margin: 0.01
+  input:
+    people:
+      worker:
+        age: 35
+      pensioner:
+        age: 72
+    households:
+      household:
+        members: [worker, pensioner]
+        bus_fare_spending: 1070
+  output:
+    # Weights are 1.0 (30-39) and 0.07 (70+), summing to 1.07.
+    # 1070 * 1.0 / 1.07 = 1000; 1070 * 0.07 / 1.07 = 70.
+    person_bus_fare_spending: [1000, 70]
+
+- name: Allocation sums to the household total
+  period: 2027
+  absolute_error_margin: 0.01
+  input:
+    people:
+      child:
+        age: 8
+      teenager:
+        age: 18
+      parent:
+        age: 42
+    households:
+      household:
+        members: [child, teenager, parent]
+        bus_fare_spending: 1000
+  output:
+    bus_fare_spending: [1000]
+
+- name: A household with no fare spending allocates nothing
+  period: 2027
+  absolute_error_margin: 0.01
+  input:
+    people:
+      adult:
+        age: 30
+    households:
+      household:
+        members: [adult]
+        bus_fare_spending: 0
+  output:
+    person_bus_fare_spending: [0]

{policyengine_uk-2.89.2 → policyengine_uk-2.89.4}/policyengine_uk/tests/policy/baseline/household/wealth/household_land_value.yaml

@@ -58,7 +58,7 @@
   output:
     household_land_value: 25000
 
-- name: Unknown region uses national average (0.673)
+- name: Unknown region uses dwelling-weighted average (0.57)
   period: 2023
   absolute_error_margin: 1
   input:
@@ -66,7 +66,7 @@
     residential_property_value: 300000
     owned_land: 0
   output:
-    household_land_value: 201900
+    household_land_value: 171000
 
 - name: East Midlands household
   period: 2023
@@ -86,4 +86,4 @@
     residential_property_value: 200000
     owned_land: 0
   output:
-    household_land_value: 134600
+    household_land_value: 88000

policyengine_uk-2.89.4/policyengine_uk/variables/gov/dft/person_bus_fare_spending.py

@@ -0,0 +1,43 @@
+from policyengine_uk.model_api import *
+
+
+class person_bus_fare_spending(Variable):
+    label = "personal bus and coach fare spending"
+    documentation = (
+        "Share of the household's bus and coach fare spending attributed to "
+        "this person. The LCFS records fares at household level only, so the "
+        "split uses a National Travel Survey age profile of local bus use, "
+        "adjusted for concessionary travel. Members' values sum to the "
+        "household's bus_fare_spending."
+    )
+    entity = Person
+    definition_period = YEAR
+    value_type = float
+    unit = GBP
+    quantity_type = FLOW
+
+    def formula(person, period, parameters):
+        weight = parameters(period).gov.dft.bus.fare_allocation_weight_by_age.calc(
+            person("age", period)
+        )
+        household_weight = person.household("household_bus_fare_age_weight", period)
+        share = where(household_weight > 0, weight / household_weight, 0)
+        return person.household("bus_fare_spending", period) * share
+
+
+class household_bus_fare_age_weight(Variable):
+    label = "household bus fare age weight"
+    documentation = (
+        "Sum of members' bus fare allocation weights, the denominator that "
+        "makes person_bus_fare_spending sum to household bus_fare_spending."
+    )
+    entity = Household
+    definition_period = YEAR
+    value_type = float
+    unit = "/1"
+
+    def formula(household, period, parameters):
+        weight = parameters(period).gov.dft.bus.fare_allocation_weight_by_age.calc(
+            household.members("age", period)
+        )
+        return household.sum(weight)

{policyengine_uk-2.89.2 → policyengine_uk-2.89.4}/pyproject.toml

@@ -1,6 +1,6 @@
 [project] 
 name = "policyengine-uk"
-version = "2.89.2"
+version = "2.89.4"
 description = "PolicyEngine tax and benefit system for the UK."
 readme = "README.md"
 authors = [