policyengine-uk 2.37.0__py3-none-any.whl → 2.38.0__py3-none-any.whl

policyengine_uk/parameters/gov/economic_assumptions/lag_average_earnings.py

@@ -0,0 +1,28 @@
+from policyengine_core.parameters import Parameter, ParameterNode
+
+
+def add_lagged_earnings(
+    parameters: ParameterNode,
+) -> ParameterNode:
+    """
+    Add lagged average earnings to the economic assumptions.
+    """
+    obr = parameters.gov.economic_assumptions.yoy_growth.obr
+    earnings = obr.average_earnings
+
+    lagged_earnings = Parameter(
+        "gov.economic_assumptions.yoy_growth.lagged_average_earnings",
+        data={
+            "values": {
+                f"{year}-01-01": earnings(year - 1)
+                for year in range(2022, 2030)
+            },
+        },
+    )
+
+    obr.add_child(
+        "lagged_average_earnings",
+        lagged_earnings,
+    )
+
+    return parameters

policyengine_uk/parameters/gov/economic_assumptions/yoy_growth.yaml

@@ -111,23 +111,52 @@ obr:
           href: https://obr.uk/efo/economic-and-fiscal-outlook-march-2025/
   
   council_tax:
-    description: Council tax year-on-year growth.
-    values:
-      2021-01-01: 0.078
-      2022-01-01: 0.053
-      2023-01-01: 0.056
-      2024-01-01: 0.064
-      2025-01-01: 0.046
-      2026-01-01: 0.045
-      2027-01-01: 0.046
-      2028-01-01: 0.045
-      2029-01-01: 0.045
-    metadata:
-      unit: /1
-      label: council tax growth
-      reference:
+    england:
+      description: Growth in the level (adjusted for household growth) of council tax receipts in England.
+      values:
+        2023-01-01: 0.051
+        2024-01-01: 0.051
+        2025-01-01: 0.043
+        2026-01-01: 0.043
+        2027-01-01: 0.043
+        2028-01-01: 0.043
+        2029-01-01: 0.043
+      metadata:
+        unit: /1
+        reference:
         - title: OBR EFO March 2025
           href: https://obr.uk/efo/economic-and-fiscal-outlook-march-2025/
+    scotland:
+      description: Growth in the level (adjusted for household growth) of council tax receipts in Scotland.
+      values:
+        2023-01-01: 0.026
+        2024-01-01: 0.027
+        2025-01-01: 0.027
+        2026-01-01: 0.027
+        2027-01-01: 0.027
+        2028-01-01: 0.027
+        2029-01-01: 0.027
+      metadata:
+        unit: /1
+        reference:
+        - title: OBR EFO March 2025
+          href: https://obr.uk/efo/economic-and-fiscal-outlook-march-2025/
+    wales:
+      description: Growth in the level (adjusted for household growth) of council tax receipts in Wales.
+      values:
+        2023-01-01: 0.038
+        2024-01-01: 0.041
+        2025-01-01: 0.041
+        2026-01-01: 0.041
+        2027-01-01: 0.041
+        2028-01-01: 0.041
+        2029-01-01: 0.041
+      metadata:
+        unit: /1
+        reference:
+        - title: OBR EFO March 2025
+          href: https://obr.uk/efo/economic-and-fiscal-outlook-march-2025/
+
   
   per_capita:
     gdp:
@@ -225,21 +254,20 @@ obr:
         - title: OBR EFO March 2025
           href: https://obr.uk/efo/economic-and-fiscal-outlook-march-2025/
   
-  rent:
-    description: Rent year-on-year growth.
+  social_rent:
+    description: Rent year-on-year growth (CPI+1%, one year lagged).
     values:
-      2021-01-01: 0.018
-      2022-01-01: 0.04
-      2023-01-01: 0.063
-      2024-01-01: 0.074
-      2025-01-01: 0.057
-      2026-01-01: 0.036
-      2027-01-01: 0.027
-      2028-01-01: 0.023
-      2029-01-01: 0.024
+      2022-01-01: 0.050
+      2023-01-01: 0.110
+      2024-01-01: 0.067
+      2025-01-01: 0.033
+      2026-01-01: 0.042
+      2027-01-01: 0.029
+      2028-01-01: 0.030
+      2029-01-01: 0.030
     metadata:
       unit: /1
-      label: rent growth
+      label: social rent growth
       reference:
         - title: OBR EFO March 2025
           href: https://obr.uk/efo/economic-and-fiscal-outlook-march-2025/

policyengine_uk/system.py

@@ -17,6 +17,9 @@ from policyengine_uk.utils.parameters import (
 from policyengine_uk.parameters.gov.economic_assumptions.create_economic_assumption_indices import (
     create_economic_assumption_indices,
 )
+from policyengine_uk.parameters.gov.economic_assumptions.lag_average_earnings import (
+    add_lagged_earnings,
+)
 from policyengine_core.reforms import Reform
 from policyengine_uk.reforms import create_structural_reforms_from_parameters
 
@@ -61,6 +64,7 @@ class CountryTaxBenefitSystem(TaxBenefitSystem):
         if reform:
             self.apply_reform_set(reform)
         self.parameters = add_private_pension_uprating_factor(self.parameters)
+        self.parameters = add_lagged_earnings(self.parameters)
         self.parameters = add_triple_lock(self.parameters)
         self.parameters = create_economic_assumption_indices(self.parameters)
         self.parameters.add_child("baseline", self.parameters.clone())

policyengine_uk/variables/household/consumption/benunit_rent.py

@@ -5,8 +5,8 @@ class benunit_rent(Variable):
     value_type = float
     entity = BenUnit
     label = "Rent"
-    documentation = "Gross rent that members of this family are liable for"
+    documentation = "Gross rent that members of this family are liable for (social housing only)"
     definition_period = YEAR
     unit = GBP
-
+    uprating = "gov.economic_assumptions.indices.obr.social_rent"
     adds = ["personal_rent"]

policyengine_uk/variables/input/consumption/property/council_tax.py

@@ -9,4 +9,38 @@ class council_tax(Variable):
     definition_period = YEAR
     unit = GBP
     quantity_type = FLOW
-    uprating = "gov.economic_assumptions.indices.obr.council_tax"
+
+    def formula(household, period, parameters):
+        if period.start.year < 2023:
+            # We don't have growth rates for council tax by nation before this.
+            return 0
+
+        if household.simulation.dataset is None:
+            return 0
+
+        data_year = household.simulation.dataset.time_period
+
+        original_ct = household("council_tax", data_year)
+
+        ct = parameters.gov.economic_assumptions.indices.obr.council_tax
+
+        def get_growth(country):
+            param = getattr(ct, country)
+            return param(period.start.year) / param(data_year)
+
+        country = household("country", period).decode_to_str()
+
+        return select(
+            [
+                country == "ENGLAND",
+                country == "WALES",
+                country == "SCOTLAND",
+                True,
+            ],
+            [
+                original_ct * get_growth("england"),
+                original_ct * get_growth("wales"),
+                original_ct * get_growth("scotland"),
+                original_ct,
+            ],
+        )

policyengine_uk/variables/input/consumption/property/housing_service_charges.py

@@ -8,3 +8,4 @@ class housing_service_charges(Variable):
     documentation = "Total amount spent on housing service charges"
     definition_period = YEAR
     unit = GBP
+    uprating = "gov.economic_assumptions.indices.obr.lagged_average_earnings"

policyengine_uk/variables/input/rent.py

@@ -11,4 +11,43 @@ class rent(Variable):
     value_type = float
     unit = GBP
     quantity_type = FLOW
-    uprating = "gov.economic_assumptions.indices.obr.rent"
+
+    def formula(household, period, parameters):
+        if period.start.year < 2023:
+            # We don't have growth rates for rent before this.
+            return 0
+
+        if household.simulation.dataset is None:
+            return 0
+
+        data_year = household.simulation.dataset.time_period
+        original_rent = household("rent", data_year)
+        tenure_type = household("tenure_type", period).decode_to_str()
+
+        is_social_rent = (tenure_type == "RENT_FROM_COUNCIL") | (
+            tenure_type == "RENT_FROM_HA"
+        )
+
+        is_private_rent = tenure_type == "RENT_PRIVATELY"
+
+        obr = parameters.gov.economic_assumptions.indices.obr
+
+        private_rent_uprating = obr.lagged_average_earnings(
+            period
+        ) / obr.lagged_average_earnings(data_year)
+        social_rent_uprating = obr.social_rent(period) / obr.social_rent(
+            data_year
+        )
+
+        return select(
+            [
+                is_social_rent,
+                is_private_rent,
+                True,
+            ],
+            [
+                original_rent * social_rent_uprating,
+                original_rent * private_rent_uprating,
+                original_rent,
+            ],
+        )

{policyengine_uk-2.37.0.data → policyengine_uk-2.38.0.data}/data/share/openfisca/openfisca-country-template/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).
 
+## [2.38.0] - 2025-07-14 14:10:31
+
+### Fixed
+
+- Uprating for rent split by private and social rented sectors.
+
 ## [2.37.0] - 2025-07-14 10:36:08
 
 ### Added
@@ -1924,6 +1930,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[2.38.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.37.0...2.38.0
 [2.37.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.36.1...2.37.0
 [2.36.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.36.0...2.36.1
 [2.36.0]: https://github.com/PolicyEngine/openfisca-uk/compare/2.35.1...2.36.0

{policyengine_uk-2.37.0.dist-info → policyengine_uk-2.38.0.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: policyengine-uk
-Version: 2.37.0
+Version: 2.38.0
 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-2.37.0.dist-info → policyengine_uk-2.38.0.dist-info}/RECORD

@@ -3,7 +3,7 @@ policyengine_uk/entities.py,sha256=9yUbkUWQr3WydNE-gHhUudG97HGyXIZY3dkgQ6Z3t9A,1
 policyengine_uk/model_api.py,sha256=D5OuQpQbdBXiF6r7LvCLWjsTkAWtkeBJWz2ebsJ-GN0,189
 policyengine_uk/modelled_policies.yaml,sha256=TLhvmkuI9ip-Fjq63n66RzDErCkN8K4BzY6XLxLMtFg,463
 policyengine_uk/repo.py,sha256=-dqpIMUD7UUj94ql9XwaMrFJUYKvNhFQ_9uj83Z8uh0,55
-policyengine_uk/system.py,sha256=A17rqR23iIMdvskuucahMvGZnMxwzuTYqGiFGKRu9kE,8613
+policyengine_uk/system.py,sha256=jGA_Ft_puEMK0agRSHgJE_ATsJTS1ZbstwCiNioJjnM,8790
 policyengine_uk/data/__init__.py,sha256=9o7hH2qcHChfwDYq8Oqf2jE3b5WDS3TXJm3bf9VC4Ks,58
 policyengine_uk/data/dataset_schema.py,sha256=kZuDKeBFBmK2B8MKWSAmDhHsTkzOY_WM5FnKcT8G4rA,3942
 policyengine_uk/data/economic_assumptions.py,sha256=heEro-NYCszFzW-TJ3Vt3DUUrpDkysOpyvZVymJN3-8,5722
@@ -311,7 +311,8 @@ policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/state_pension
 policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/taxable_income_test/maximum_taxable_income.yaml,sha256=gLj2M2zoCMPuZ-0UgNSf-FTA5I4CCXhxBsd3qVro7Ck,260
 policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/taxable_income_test/use_maximum_taxable_income.yaml,sha256=pHldHvNHeGhG0mcn7LvjYA3b-q_AxrAxm5bu-mkTn1A,261
 policyengine_uk/parameters/gov/economic_assumptions/create_economic_assumption_indices.py,sha256=Z4dYghSit5gXo4V3wBpnLIc9zgTX4cfEyb_TUlJkTGY,1937
-policyengine_uk/parameters/gov/economic_assumptions/yoy_growth.yaml,sha256=D4EiVeOtPiFdNAeLos8nxMLwPk0avInFtr2g5XtSl4s,7428
+policyengine_uk/parameters/gov/economic_assumptions/lag_average_earnings.py,sha256=ksHcyUQkLAJmKizCeSg8j0hzPc7ajgIvbExWLgCra4U,701
+policyengine_uk/parameters/gov/economic_assumptions/yoy_growth.yaml,sha256=Vdd8sJJ29wjq0kin1cdy6fglwDTJ1bBXusVIuH0tpC0,8414
 policyengine_uk/parameters/gov/hmrc/README.md,sha256=nkHVZl6lsjI93sR8uC7wAbul3_61wJrsP08iaW8f5lk,7
 policyengine_uk/parameters/gov/hmrc/minimum_wage.yaml,sha256=1oMbevU0ESHR51mcAG39POd1DA1FgPUep4hL6ojj-P4,2049
 policyengine_uk/parameters/gov/hmrc/business_rates/README.md,sha256=9ud50i_gMjGj6VymF-nzFDTzkFRMMJx6ybpLwbWzvpI,17
@@ -1117,7 +1118,7 @@ policyengine_uk/variables/household/marginal_tax_rate.py,sha256=hK41cSc9i4QAnGBL
 policyengine_uk/variables/household/region.py,sha256=swhjOMUg_crfDi4oEcJY7GoaiNQXfMsyDnJPAmMjp5U,456
 policyengine_uk/variables/household/benefits/employment_benefits.py,sha256=Q3vdJv6MOTv4pIQkyOYhrfyztKV7t6kEAqIYssUNZw8,262
 policyengine_uk/variables/household/consumption/additional_residential_property_purchased.py,sha256=lUd5VjLB2jysui8RuLEJCC4C4Yx0zDXlpybLUEUHuiU,742
-policyengine_uk/variables/household/consumption/benunit_rent.py,sha256=n2pqRQXbRVtlrBgiob_5af8wDMdHNKZ_GpY50BW7AFU,285
+policyengine_uk/variables/household/consumption/benunit_rent.py,sha256=YuWfSkLsco5g0vneC40CtVJyPOZ1YRNMO5U2iHEwHSA,372
 policyengine_uk/variables/household/consumption/carbon.py,sha256=OxxPoXG79fqWUG6y_PXHk45ysVzyr5wyzhA9i97y1eo,2018
 policyengine_uk/variables/household/consumption/consumption_share.py,sha256=GK3HLuo6AihlGAetozl51P1SbibQZmRff-r_mqZPzqI,646
 policyengine_uk/variables/household/consumption/council_tax_less_benefit.py,sha256=2yK564495I83xnM_2BTQ3qSietxc3CC2kO_KY6vrm4I,590
@@ -1324,7 +1325,7 @@ policyengine_uk/variables/input/pip_m_category.py,sha256=UfgnVrg5p5bR5n1jdcJb8qo
 policyengine_uk/variables/input/private_pension_income.py,sha256=nquIdGsghUZtXY8nWCJM6qsd9zg9jCsuwiXPf3khYQk,473
 policyengine_uk/variables/input/private_transfer_income.py,sha256=gS8QXT__YKCHAqQWrupujXTre-INgJftup4Y_IpZIqw,329
 policyengine_uk/variables/input/property_income.py,sha256=o0JeFu77h9N8LWjlLDw55c8fRBrdcY5lWW_w0tGgnNA,413
-policyengine_uk/variables/input/rent.py,sha256=fc5u7vBV5wailiU23pF19lPkcDsTJqwBF9Td6c03R48,355
+policyengine_uk/variables/input/rent.py,sha256=fUEjF0qkDfvniAPaT6FgoWlEVgH3fmIZuWcZlrYjVIQ,1521
 policyengine_uk/variables/input/savings_interest_income.py,sha256=B8AXrGGPl4MI9nvBaOKI-QYdm35qwNSVQxtpNWEosHA,448
 policyengine_uk/variables/input/self_employment_income.py,sha256=66eqP3jk3czOpmxA6wQOtsWM0Ll9lU2cw4_kuc7SgUA,492
 policyengine_uk/variables/input/state_pension.py,sha256=o4LrBumOYadV-lZ6NC5-3lvafkLVJ_RNKjTrclQA0N4,957
@@ -1348,12 +1349,12 @@ policyengine_uk/variables/input/consumption/recreation_consumption.py,sha256=47I
 policyengine_uk/variables/input/consumption/restaurants_and_hotels_consumption.py,sha256=plke30Xdy_zFvjqkXOhWtVdYqE8NfwMKnWaOD5n4IdM,464
 policyengine_uk/variables/input/consumption/transport_consumption.py,sha256=5JfmRMpap6GOGZwl0PIRyUJvDaZrQyelEUE9z61GAfI,425
 policyengine_uk/variables/input/consumption/property/README.md,sha256=IP9_pLLNXMHRMS5sEjRRqsM1nQMffQC2PJII-z-I6wI,11
-policyengine_uk/variables/input/consumption/property/council_tax.py,sha256=FrnYs0JqGW4EABFVf-keuJ1SHZ17QxKk7P0R9AKPlmI,357
+policyengine_uk/variables/input/consumption/property/council_tax.py,sha256=sGrFXHO9JWqlzChroCoZbQKnd2vhfysRVmeJxwg0zys,1360
 policyengine_uk/variables/input/consumption/property/cumulative_non_residential_rent.py,sha256=rhqlRphsTMSx2Xij-B9RjSZeuLTjAyt3sx2VK66Nkf8,338
 policyengine_uk/variables/input/consumption/property/cumulative_residential_rent.py,sha256=KMbISuubgfGaH34kJDe_tfOsKzVUHSJneDhyd-fLeI4,326
 policyengine_uk/variables/input/consumption/property/employee_pension_contributions.py,sha256=J8Ead71hjCZ0vktrl9MbMMgsPCWsdPWSTbVPsVYkgcU,293
 policyengine_uk/variables/input/consumption/property/employer_pension_contributions.py,sha256=tnhLfxtpBPaKnrOPBxGh_ZEYbnktPoauJe2yiTc1iro,368
-policyengine_uk/variables/input/consumption/property/housing_service_charges.py,sha256=SlAA7a5rxn1sgSpbSYSkmBv2ayaIstQDDz2Lc-DtazY,279
+policyengine_uk/variables/input/consumption/property/housing_service_charges.py,sha256=HNpFGk4AUGy6AbLdookVPOCgu67jv59KzWDFOkANCX4,357
 policyengine_uk/variables/input/consumption/property/maintenance_expenses.py,sha256=AlOm8_QM08uQfiyE8TAdLKWNRS6eOinnySwCcmD0iaI,277
 policyengine_uk/variables/input/consumption/property/mortgage_capital_repayment.py,sha256=LN_9rWK7k0LfxJy1nTSCizT-xOVn2YiufQHqJdG0rfU,287
 policyengine_uk/variables/input/consumption/property/mortgage_interest_repayment.py,sha256=v13s6wjO--fZmyRLFwQqeHrbYjTObjVTdV04E1S5sn0,365
@@ -1366,10 +1367,10 @@ policyengine_uk/variables/misc/spi_imputed.py,sha256=iPVlBF_TisM0rtKvO-3-PQ2UYCe
 policyengine_uk/variables/misc/uc_migrated.py,sha256=zFNcUJaO8gwmbL1iY9GKgUt3G6J9yrCraqBV_5dCvlM,306
 policyengine_uk/variables/misc/categories/lower_middle_or_higher.py,sha256=C54tHYz2DmOyvQYCC1bF8RJwRZinhAq_e3aYC-9F5fM,157
 policyengine_uk/variables/misc/categories/lower_or_higher.py,sha256=81NIbLLabRr9NwjpUZDuV8IV8_mqmp5NM-CZvt55TwE,129
-policyengine_uk-2.37.0.data/data/share/openfisca/openfisca-country-template/CHANGELOG.md,sha256=VOafV5TKivt1vJtRfwzFfcUyOXUEg-dp1EvX18Ginzo,55537
-policyengine_uk-2.37.0.data/data/share/openfisca/openfisca-country-template/LICENSE,sha256=dql8h4yceoMhuzlcK0TT_i-NgTFNIZsgE47Q4t3dUYI,34520
-policyengine_uk-2.37.0.data/data/share/openfisca/openfisca-country-template/README.md,sha256=PCy7LRLdUDQS8U4PaeHeBVnyBZAqHv1dAVDDvEcom20,1976
-policyengine_uk-2.37.0.dist-info/METADATA,sha256=GxvMvy3vZ-l2lIE_NfS7pUI_Uh6qplY3rEeT33veAIk,3453
-policyengine_uk-2.37.0.dist-info/WHEEL,sha256=qtCwoSJWgHk21S1Kb4ihdzI2rlJ1ZKaIurTj_ngOhyQ,87
-policyengine_uk-2.37.0.dist-info/licenses/LICENSE,sha256=dql8h4yceoMhuzlcK0TT_i-NgTFNIZsgE47Q4t3dUYI,34520
-policyengine_uk-2.37.0.dist-info/RECORD,,
+policyengine_uk-2.38.0.data/data/share/openfisca/openfisca-country-template/CHANGELOG.md,sha256=5iyLIVZACmG7qGZ1Ir_WotK1Pu8eH58K0tQhjOCkGwk,55727
+policyengine_uk-2.38.0.data/data/share/openfisca/openfisca-country-template/LICENSE,sha256=dql8h4yceoMhuzlcK0TT_i-NgTFNIZsgE47Q4t3dUYI,34520
+policyengine_uk-2.38.0.data/data/share/openfisca/openfisca-country-template/README.md,sha256=PCy7LRLdUDQS8U4PaeHeBVnyBZAqHv1dAVDDvEcom20,1976
+policyengine_uk-2.38.0.dist-info/METADATA,sha256=eKxI3tA1M8p48GmnVs4eeAYvZbqjjFq_nBzY2xzAWyQ,3453
+policyengine_uk-2.38.0.dist-info/WHEEL,sha256=qtCwoSJWgHk21S1Kb4ihdzI2rlJ1ZKaIurTj_ngOhyQ,87
+policyengine_uk-2.38.0.dist-info/licenses/LICENSE,sha256=dql8h4yceoMhuzlcK0TT_i-NgTFNIZsgE47Q4t3dUYI,34520
+policyengine_uk-2.38.0.dist-info/RECORD,,