policyengine-uk 2.38.0__py3-none-any.whl → 2.38.1__py3-none-any.whl

policyengine_uk/parameters/gov/benefit_uprating_cpi.yaml

@@ -4,4 +4,4 @@ values:
   2010-01-01: 114.48
 metadata:
   label: Benefit uprating index
-  uprating: gov.economic_assumptions.indices.obr.consumer_price_index
+  uprating: gov.economic_assumptions.indices.obr.lagged_cpi

policyengine_uk/parameters/gov/economic_assumptions/lag_cpi.py

@@ -0,0 +1,27 @@
+from policyengine_core.parameters import Parameter, ParameterNode
+
+
+def add_lagged_cpi(
+    parameters: ParameterNode,
+) -> ParameterNode:
+    """
+    Add lagged average earnings to the economic assumptions.
+    """
+    obr = parameters.gov.economic_assumptions.yoy_growth.obr
+    cpi = obr.consumer_price_index
+
+    lagged_cpi = Parameter(
+        "gov.economic_assumptions.yoy_growth.obr.lagged_cpi",
+        data={
+            "values": {
+                f"{year}-01-01": cpi(year - 1) for year in range(2010, 2030)
+            },
+        },
+    )
+
+    obr.add_child(
+        "lagged_cpi",
+        lagged_cpi,
+    )
+
+    return parameters

policyengine_uk/system.py

@@ -20,6 +20,9 @@ from policyengine_uk.parameters.gov.economic_assumptions.create_economic_assumpt
 from policyengine_uk.parameters.gov.economic_assumptions.lag_average_earnings import (
     add_lagged_earnings,
 )
+from policyengine_uk.parameters.gov.economic_assumptions.lag_cpi import (
+    add_lagged_cpi,
+)
 from policyengine_core.reforms import Reform
 from policyengine_uk.reforms import create_structural_reforms_from_parameters
 
@@ -65,6 +68,7 @@ class CountryTaxBenefitSystem(TaxBenefitSystem):
             self.apply_reform_set(reform)
         self.parameters = add_private_pension_uprating_factor(self.parameters)
         self.parameters = add_lagged_earnings(self.parameters)
+        self.parameters = add_lagged_cpi(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/tests/microsimulation/reforms_config.yaml

@@ -8,15 +8,15 @@ reforms:
   parameters:
     gov.hmrc.income_tax.rates.uk[1].rate: 0.42
 - name: Raise personal allowance by ~800GBP/year
-  expected_impact: 0.8
+  expected_impact: 0.7
   parameters:
     gov.hmrc.income_tax.allowances.personal_allowance.amount: 13000
 - name: Raise child benefit by 25GBP/week per additional child
-  expected_impact: -1.3
+  expected_impact: -1.2
   parameters:
     gov.hmrc.child_benefit.amount.additional: 25
 - name: Reduce Universal Credit taper rate to 20%
-  expected_impact: -38.3
+  expected_impact: -38.7
   parameters:
     gov.dwp.universal_credit.means_test.reduction_rate: 0.2
 - name: Raise Class 1 main employee NICs rate to 10%
@@ -28,6 +28,6 @@ reforms:
   parameters:
     gov.hmrc.vat.standard_rate: 0.22
 - name: Raise additional rate by 3pp
-  expected_impact: 4.4
+  expected_impact: 4.5
   parameters:
     gov.hmrc.income_tax.rates.uk[2].rate: 0.48

policyengine_uk/tests/policy/baseline/gov/dfe/extended_childcare_entitlement/extended_childcare_entitlement.yaml

@@ -10,7 +10,7 @@
         members: [child1]
         extended_childcare_entitlement_eligible: true
   output:
-    extended_childcare_entitlement: 6_917.185
+    extended_childcare_entitlement: 6857.356
 
 - name: Eligible for 15 hours - All first conditions met
   period: 2025
@@ -24,7 +24,7 @@
         members: [child1]
         extended_childcare_entitlement_eligible: true
   output:
-    extended_childcare_entitlement: 4_870.2627
+    extended_childcare_entitlement: 4828.138
 
 - name: Not eligible (one condition not met)
   period: 2025
@@ -54,7 +54,7 @@
         members: [child1, child2]
         extended_childcare_entitlement_eligible: true
   output:
-    extended_childcare_entitlement: 11_787.447
+    extended_childcare_entitlement: 11685.494
 
 - name: Not eligible - Family with multiple children but conditions not met
   period: 2025
@@ -89,7 +89,7 @@
         family_type: COUPLE_WITH_CHILDREN
         extended_childcare_entitlement_eligible: true
   output:
-    extended_childcare_entitlement: 18706.
+    extended_childcare_entitlement: 18542.85
 
 - name: No expenses for zero hours
   period: 2025
@@ -118,7 +118,7 @@
         members: [child1]
         extended_childcare_entitlement_eligible: true
   output:
-    extended_childcare_entitlement: 4_611.457  # 20 hours * 38 weeks * £6.07 per hour (2025 rate)
+    extended_childcare_entitlement: 4571.5703  # 20 hours * 38 weeks * £6.07 per hour (2025 rate)
 
 - name: Child using fewer hours than maximum entitlement - multiple children
   period: 2025
@@ -136,7 +136,7 @@
         members: [child1, child2]
         extended_childcare_entitlement_eligible: true
   output:
-    extended_childcare_entitlement: 6_705.434  # Updated to match actual calculation
+    extended_childcare_entitlement: 6647.4365
 
 - name: Benefit unit maximum hours cap applied
   period: 2025
@@ -155,7 +155,7 @@
         extended_childcare_entitlement_eligible: true
         maximum_extended_childcare_hours_usage: 40 
   output:
-    extended_childcare_entitlement: 13835.381
+    extended_childcare_entitlement: 13714.712
 
 
 - name: Benefit unit without maximum hours cap applied
@@ -172,7 +172,7 @@
         extended_childcare_entitlement_eligible: true
         maximum_extended_childcare_hours_usage: 10 
   output:
-    extended_childcare_entitlement: 2_306.6
+    extended_childcare_entitlement: 2285.7852
 
 
 - name: Benefit unit without maximum hours cap applied with 3 years old child
@@ -189,4 +189,4 @@
         extended_childcare_entitlement_eligible: true
         maximum_extended_childcare_hours_usage: 18 
   output:
-    extended_childcare_entitlement: 3_459.5
+    extended_childcare_entitlement: 3428.678

{policyengine_uk-2.38.0.data → policyengine_uk-2.38.1.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).
 
+## [2.38.1] - 2025-07-14 15:03:33
+
+### Fixed
+
+- Lag CPI correctly for benefit uprating.
+
 ## [2.38.0] - 2025-07-14 14:10:31
 
 ### Fixed
@@ -1930,6 +1936,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[2.38.1]: https://github.com/PolicyEngine/openfisca-uk/compare/2.38.0...2.38.1
 [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

{policyengine_uk-2.38.0.dist-info → policyengine_uk-2.38.1.dist-info}/METADATA

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: policyengine-uk
-Version: 2.38.0
+Version: 2.38.1
 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-2.38.0.dist-info → policyengine_uk-2.38.1.dist-info}/RECORD

@@ -3,13 +3,13 @@ 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=jGA_Ft_puEMK0agRSHgJE_ATsJTS1ZbstwCiNioJjnM,8790
+policyengine_uk/system.py,sha256=G6O4qMhb7d9VWOtYFXlLdk48nvJLeP55Yyjd9YObDc4,8944
 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
 policyengine_uk/data/uprating_growth_factors.csv,sha256=6H5dq02mRsSgBJ9cYe4lut3fsvVzJXL20FvwT7SnlVc,10378
 policyengine_uk/parameters/gov/README.md,sha256=bHUep1_2pLHD3Or8SwjStOWXDIbW9OuYxOd4ml8IXcM,13
-policyengine_uk/parameters/gov/benefit_uprating_cpi.yaml,sha256=I-gRDcu8NeD23HPx2EqzIC8RdtIehTYLCgMVlsoQbhc,260
+policyengine_uk/parameters/gov/benefit_uprating_cpi.yaml,sha256=2zOSdJeUhDZYYsKE2vLkcK-UbKNoOSVwfac0QIAp02g,250
 policyengine_uk/parameters/gov/contrib/README.md,sha256=b282dmUFAmj7cXSfiMLyE81q5Y0Gnehy-6atLus-ESs,70
 policyengine_uk/parameters/gov/contrib/abolish_council_tax.yaml,sha256=QwL8jKTMTk6GC0nxS0WNb482jAuSAA8uuWT0-D77UVc,149
 policyengine_uk/parameters/gov/contrib/abolish_state_pension.yaml,sha256=mLI9_hOj9v__-znYIS1Zddj_BiOWWa0J2P_n-NjkOfw,129
@@ -312,6 +312,7 @@ policyengine_uk/parameters/gov/dwp/winter_fuel_payment/eligibility/taxable_incom
 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/lag_average_earnings.py,sha256=ksHcyUQkLAJmKizCeSg8j0hzPc7ajgIvbExWLgCra4U,701
+policyengine_uk/parameters/gov/economic_assumptions/lag_cpi.py,sha256=IdtaMLN1_OSu-RFZsQV8vBlbOvXsPlnNlsOuinRHrxg,642
 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
@@ -527,7 +528,7 @@ policyengine_uk/reforms/policyengine/disable_simulated_benefits.py,sha256=siEs1E
 policyengine_uk/tests/test_parameter_metadata.py,sha256=_2w2dSokAf5Jskye_KIL8eh80N7yIrUszlmqnZtwQws,450
 policyengine_uk/tests/code_health/test_variables.py,sha256=9Y-KpmzhyRGy9eEqocK9z91NXHX5QIF3mDMNGvegb7Q,1398
 policyengine_uk/tests/microsimulation/README.md,sha256=1toB1Z06ynlUielTrsAaeo9Vb-c3ZrB3tbbR4E1xUGk,3924
-policyengine_uk/tests/microsimulation/reforms_config.yaml,sha256=cNTQgfD7Dsty1r4CRpya3DurtgvD_54i0UfUrr8cqLQ,1086
+policyengine_uk/tests/microsimulation/reforms_config.yaml,sha256=ZOuJ4knFx-OKRUNeIfcv61sxgjjmXdBv9B_mcP19Hm4,1086
 policyengine_uk/tests/microsimulation/test_reform_impacts.py,sha256=xM3M2pclEhA9JIFpnuiPMy1fEBFOKcSzroRPk73FPls,2635
 policyengine_uk/tests/microsimulation/test_validity.py,sha256=RWhbSKrnrZCNQRVmGYlM8hnpe1_Blo5_xP8vr8u3kV0,694
 policyengine_uk/tests/microsimulation/update_reform_impacts.py,sha256=2pxp2RNLWxV4CesGKKHmg3qBs79Jq2Jcq3GJIBk4euU,4824
@@ -598,7 +599,7 @@ policyengine_uk/tests/policy/baseline/gov/dcms/bbc/tv_licence_discount.yaml,sha2
 policyengine_uk/tests/policy/baseline/gov/dcms/bbc/tv-licence/tv_licence.yaml,sha256=cYAZlmmoAxWymv7L0lDzPcX6dexNAERQnVQMOB0HVzE,562
 policyengine_uk/tests/policy/baseline/gov/dfe/care_to_learn/care_to_learn.yaml,sha256=i5RIghjT2T7uWn_xvaeYb2dIJ7JsreSr_f12UPtFqpg,508
 policyengine_uk/tests/policy/baseline/gov/dfe/care_to_learn/care_to_learn_eligible.yaml,sha256=XPeMlYk3ibEpT6GgVzVk_IPnsTHLDzM4mlcru1jwA-k,3745
-policyengine_uk/tests/policy/baseline/gov/dfe/extended_childcare_entitlement/extended_childcare_entitlement.yaml,sha256=I7L3fj0WQ5wP3HPPZy7sx0zkZO02j-G446itRtg0g5o,4765
+policyengine_uk/tests/policy/baseline/gov/dfe/extended_childcare_entitlement/extended_childcare_entitlement.yaml,sha256=y7FkeyrU7NQQbA_JZAkuGflWmyM4Cbh1a_fIQhXHQxM,4727
 policyengine_uk/tests/policy/baseline/gov/dfe/extended_childcare_entitlement/extended_childcare_entitlement_eligible.yaml,sha256=fE6Cm9K0xQsTWrFS90lrVa8pgwC8gdpGtmttBgLsZhw,4305
 policyengine_uk/tests/policy/baseline/gov/dfe/extended_childcare_entitlement/extended_childcare_entitlement_income_condition.yaml,sha256=5PihH858DmLIkWZTrDMuqF9X9PXCzejffjbKc_LhZPI,1250
 policyengine_uk/tests/policy/baseline/gov/dfe/extended_childcare_entitlement/extended_childcare_entitlement_work_condition.yaml,sha256=7KmrVQddB70kbtn2TbdJ8q2ER58H9GhAJmeak0sODoE,2300
@@ -1367,10 +1368,10 @@ 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-2.38.0.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,,
+policyengine_uk-2.38.1.data/data/share/openfisca/openfisca-country-template/CHANGELOG.md,sha256=AwdgxpvxANkRyG-j1hdhXYKqnQT_hTqaH8HJhW1CWc4,55895
+policyengine_uk-2.38.1.data/data/share/openfisca/openfisca-country-template/LICENSE,sha256=dql8h4yceoMhuzlcK0TT_i-NgTFNIZsgE47Q4t3dUYI,34520
+policyengine_uk-2.38.1.data/data/share/openfisca/openfisca-country-template/README.md,sha256=PCy7LRLdUDQS8U4PaeHeBVnyBZAqHv1dAVDDvEcom20,1976
+policyengine_uk-2.38.1.dist-info/METADATA,sha256=s7CTmc0OPq4_8UInf-onN-NYdjhRtdhncAAG9z2shW4,3453
+policyengine_uk-2.38.1.dist-info/WHEEL,sha256=qtCwoSJWgHk21S1Kb4ihdzI2rlJ1ZKaIurTj_ngOhyQ,87
+policyengine_uk-2.38.1.dist-info/licenses/LICENSE,sha256=dql8h4yceoMhuzlcK0TT_i-NgTFNIZsgE47Q4t3dUYI,34520
+policyengine_uk-2.38.1.dist-info/RECORD,,