policyengine 4.4.2__tar.gz → 4.4.4__tar.gz

{policyengine-4.4.2 → policyengine-4.4.4}/CHANGELOG.md

@@ -1,3 +1,18 @@
+## [4.4.4] - 2026-05-13
+
+### Changed
+
+- Update the bundled US release to policyengine-us 1.691.3 and policyengine-us-data 1.113.1.
+
+
+## [4.4.3] - 2026-05-11
+
+### Changed
+
+- Derive US program-statistics entity from variable metadata instead of duplicating it in the program list.
+- Update the bundled US release to policyengine-us 1.690.7 and refresh data provenance metadata.
+
+
 ## [4.4.2] - 2026-05-09
 
 ### Fixed

{policyengine-4.4.2 → policyengine-4.4.4}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: policyengine
-Version: 4.4.2
+Version: 4.4.4
 Summary: A package to conduct policy analysis using PolicyEngine tax-benefit models.
 Author-email: PolicyEngine <hello@policyengine.org>
 License:                     GNU AFFERO GENERAL PUBLIC LICENSE
@@ -686,11 +686,11 @@ Requires-Dist: plotly>=5.0.0; extra == "plotting"
 Provides-Extra: graph
 Requires-Dist: networkx>=3.0; extra == "graph"
 Provides-Extra: uk
-Requires-Dist: policyengine_core>=3.26.0; extra == "uk"
+Requires-Dist: policyengine_core>=3.26.1; extra == "uk"
 Requires-Dist: policyengine-uk==2.88.14; extra == "uk"
 Provides-Extra: us
-Requires-Dist: policyengine_core>=3.26.0; extra == "us"
-Requires-Dist: policyengine-us==1.687.0; extra == "us"
+Requires-Dist: policyengine_core>=3.26.1; extra == "us"
+Requires-Dist: policyengine-us==1.691.3; extra == "us"
 Provides-Extra: dev
 Requires-Dist: pytest; extra == "dev"
 Requires-Dist: furo; extra == "dev"
@@ -702,9 +702,9 @@ Requires-Dist: build; extra == "dev"
 Requires-Dist: plotly>=5.0.0; extra == "dev"
 Requires-Dist: pytest-asyncio>=0.26.0; extra == "dev"
 Requires-Dist: ruff>=0.9.0; extra == "dev"
-Requires-Dist: policyengine_core>=3.26.0; extra == "dev"
+Requires-Dist: policyengine_core>=3.26.1; extra == "dev"
 Requires-Dist: policyengine-uk==2.88.14; extra == "dev"
-Requires-Dist: policyengine-us==1.687.0; extra == "dev"
+Requires-Dist: policyengine-us==1.691.3; extra == "dev"
 Requires-Dist: towncrier>=24.8.0; extra == "dev"
 Requires-Dist: mypy>=1.11.0; extra == "dev"
 Requires-Dist: pytest-cov>=5.0.0; extra == "dev"

{policyengine-4.4.2 → policyengine-4.4.4}/examples/income_distribution_us.py

@@ -10,7 +10,6 @@ Run: python examples/income_distribution_us.py
 """
 
 import time
-from pathlib import Path
 
 import plotly.graph_objects as go
 from plotly.subplots import make_subplots
@@ -19,29 +18,25 @@ from policyengine.core import Simulation
 from policyengine.outputs.aggregate import Aggregate, AggregateType
 from policyengine.tax_benefit_models.us import (
     PolicyEngineUSDataset,
+    ensure_datasets,
     us_latest,
 )
 from policyengine.utils.plotting import COLORS, format_fig
 
 
 def load_representative_data(year: int = 2024) -> PolicyEngineUSDataset:
-    """Load representative household microdata for a given year."""
-    dataset_path = Path(__file__).parent / "data" / f"enhanced_cps_2024_year_{year}.h5"
-
-    if not dataset_path.exists():
-        raise FileNotFoundError(
-            f"Dataset not found at {dataset_path}. "
-            "Run create_datasets() from policyengine.tax_benefit_models.us first."
-        )
-
-    dataset = PolicyEngineUSDataset(
-        name=f"Enhanced CPS {year}",
-        description=f"Representative household microdata for {year}",
-        filepath=str(dataset_path),
-        year=year,
+    """Load representative household microdata for a given year.
+
+    Downloads the enhanced CPS dataset from HuggingFace on first run and
+    caches it locally under ./data, matching the pattern used by the
+    other examples (e.g. us_budgetary_impact.py).
+    """
+    datasets = ensure_datasets(
+        datasets=["hf://policyengine/policyengine-us-data/enhanced_cps_2024.h5"],
+        years=[year],
+        data_folder="./data",
     )
-    dataset.load()
-    return dataset
+    return datasets[f"enhanced_cps_2024_{year}"]
 
 
 def run_simulation(dataset: PolicyEngineUSDataset) -> Simulation:

{policyengine-4.4.2 → policyengine-4.4.4}/examples/us_budgetary_impact.py

@@ -8,6 +8,14 @@ Demonstrates the canonical policyengine.py workflow:
 5. Use ChangeAggregate for targeted single-metric queries
 
 Run: python examples/us_budgetary_impact.py
+
+System requirements: this example holds two full enhanced-CPS US
+simulations in memory simultaneously to compute reform-vs-baseline
+deltas. On a 2026 dataset (~101k people / 41k households) peak memory
+has been observed at ~7.5 GiB RSS / ~80 GiB virtual, and end-to-end
+runtime is ~20 minutes on a developer laptop. Run with at least 16 GiB
+of free RAM and expect to close other memory-heavy applications. See
+https://github.com/PolicyEngine/policyengine.py/issues/328 for tracking.
 """
 
 import datetime
@@ -35,7 +43,7 @@ def main():
         data_folder="./data",
     )
     dataset = datasets[f"enhanced_cps_2024_{year}"]
-    print(f"  Loaded: {dataset}")
+    print(f"  Loaded: {dataset.name} ({len(dataset.data.person):,} people)")
 
     # ── Step 2: Define a reform ──
     # Example: double the standard deduction for single filers

{policyengine-4.4.2 → policyengine-4.4.4}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "policyengine"
-version = "4.4.2"
+version = "4.4.4"
 description = "A package to conduct policy analysis using PolicyEngine tax-benefit models."
 readme = "README.md"
 authors = [
@@ -41,12 +41,12 @@ graph = [
     "networkx>=3.0",
 ]
 uk = [
-    "policyengine_core>=3.26.0",
+    "policyengine_core>=3.26.1",
     "policyengine-uk==2.88.14",
 ]
 us = [
-    "policyengine_core>=3.26.0",
-    "policyengine-us==1.687.0",
+    "policyengine_core>=3.26.1",
+    "policyengine-us==1.691.3",
 ]
 dev = [
     "pytest",
@@ -59,9 +59,9 @@ dev = [
     "plotly>=5.0.0",
     "pytest-asyncio>=0.26.0",
     "ruff>=0.9.0",
-    "policyengine_core>=3.26.0",
+    "policyengine_core>=3.26.1",
     "policyengine-uk==2.88.14",
-    "policyengine-us==1.687.0",
+    "policyengine-us==1.691.3",
     "towncrier>=24.8.0",
     "mypy>=1.11.0",
     "pytest-cov>=5.0.0",

{policyengine-4.4.2 → policyengine-4.4.4}/scripts/refresh_release_bundle.py

@@ -26,8 +26,11 @@ After running:
 from __future__ import annotations
 
 import argparse
+import os
 import sys
 
+os.environ.setdefault("POLICYENGINE_SKIP_COUNTRY_IMPORTS", "1")
+
 from policyengine.provenance.bundle import (
     refresh_release_bundle,
     regenerate_trace_tro,

{policyengine-4.4.2 → policyengine-4.4.4}/src/policyengine/__init__.py

@@ -28,17 +28,20 @@ Each country module exposes ``calculate_household``, ``model``
 (the pinned ``TaxBenefitModelVersion``), and the microsim helpers.
 """
 
+import os
 from importlib.util import find_spec
 
 from policyengine import outputs as outputs
 from policyengine.core import Simulation as Simulation
 
-if find_spec("policyengine_us") is not None:
+_SKIP_COUNTRY_IMPORTS = os.environ.get("POLICYENGINE_SKIP_COUNTRY_IMPORTS") == "1"
+
+if not _SKIP_COUNTRY_IMPORTS and find_spec("policyengine_us") is not None:
     from policyengine.tax_benefit_models import us as us
 else:  # pragma: no cover
     us = None  # type: ignore[assignment]
 
-if find_spec("policyengine_uk") is not None:
+if not _SKIP_COUNTRY_IMPORTS and find_spec("policyengine_uk") is not None:
     from policyengine.tax_benefit_models import uk as uk
 else:  # pragma: no cover
     uk = None  # type: ignore[assignment]

{policyengine-4.4.2 → policyengine-4.4.4}/src/policyengine/data/release_manifests/uk.json

@@ -1,8 +1,8 @@
 {
   "schema_version": 1,
-  "bundle_id": "uk-4.4.2",
+  "bundle_id": "uk-4.4.4",
   "country_id": "uk",
-  "policyengine_version": "4.4.2",
+  "policyengine_version": "4.4.4",
   "model_package": {
     "name": "policyengine-uk",
     "version": "2.88.14",

{policyengine-4.4.2 → policyengine-4.4.4}/src/policyengine/data/release_manifests/uk.trace.tro.jsonld

@@ -18,18 +18,18 @@
         "schema:url": "https://policyengine.org"
       },
       "schema:dateCreated": "2026-05-09T07:14:50.156352Z",
-      "schema:description": "TRACE TRO for certified runtime bundle uk-4.4.2 covering the bundle manifest, the certified dataset artifact, the country model wheel, and the country data release manifest when it is available.",
+      "schema:description": "TRACE TRO for certified runtime bundle uk-4.4.4 covering the bundle manifest, the certified dataset artifact, the country model wheel, and the country data release manifest when it is available.",
       "schema:name": "policyengine uk certified bundle TRO",
       "trov:createdWith": {
         "@type": "schema:SoftwareApplication",
         "schema:name": "policyengine",
-        "schema:softwareVersion": "4.4.2"
+        "schema:softwareVersion": "4.4.4"
       },
       "trov:hasArrangement": [
         {
           "@id": "arrangement/1",
           "@type": "trov:ArtifactArrangement",
-          "rdfs:comment": "Certified arrangement for bundle uk-4.4.2.",
+          "rdfs:comment": "Certified arrangement for bundle uk-4.4.4.",
           "trov:hasArtifactLocation": [
             {
               "@id": "arrangement/1/location/bundle_manifest",
@@ -75,14 +75,14 @@
             "@type": "trov:ResearchArtifact",
             "schema:name": "policyengine.py bundle manifest for uk",
             "trov:mimeType": "application/json",
-            "trov:sha256": "68c397241d27ca5ed2b479a53e6316710eb174d02d0d4c148937dc530ad260a4"
+            "trov:sha256": "7dfe8ea4171a6d893263ad4075412e4cae42dee794af7e85c6194b538739cf77"
           },
           {
             "@id": "composition/1/artifact/data_release_manifest",
             "@type": "trov:ResearchArtifact",
             "schema:name": "policyengine-uk-data release manifest 1.55.5",
             "trov:mimeType": "application/json",
-            "trov:sha256": "41a51aaaf52c5cf9dcbbd906f6d2f4f9ab25a7fb654b458940931d7e98fe4bb7"
+            "trov:sha256": "31de03e0bedc1ad29d5809fb16ca925f26485c86fc1b14bf911636ebb83863a4"
           },
           {
             "@id": "composition/1/artifact/dataset",
@@ -102,7 +102,7 @@
         "trov:hasFingerprint": {
           "@id": "composition/1/fingerprint",
           "@type": "trov:CompositionFingerprint",
-          "trov:sha256": "f33a4fe9983eef2ffb8a329d97eba8ae4800f311720b91683e5d7acc4679e1a8"
+          "trov:sha256": "baeaf58f54eeaeb9bc65460831d5d3d88e3778c67a46d24ca3e434664cb9ba1d"
         }
       },
       "trov:hasPerformance": {
@@ -112,8 +112,8 @@
         "pe:certifiedBy": "policyengine.py bundled manifest",
         "pe:certifiedForModelVersion": "2.88.14",
         "pe:ciGitRef": "refs/heads/main",
-        "pe:ciGitSha": "eb7334698e9116cc06a5c6232ac4b4a91e2aef9a",
-        "pe:ciRunUrl": "https://github.com/PolicyEngine/policyengine.py/actions/runs/25598363562",
+        "pe:ciGitSha": "eb8173947304550bed70a2e372640e41cc3f7a66",
+        "pe:ciRunUrl": "https://github.com/PolicyEngine/policyengine.py/actions/runs/25799489507",
         "pe:compatibilityBasis": "matching_data_build_fingerprint",
         "pe:dataBuildFingerprint": "sha256:dff5c5bb976ce254fa965ecfce6a0d84859fe1629a714ae28a79b3075522a0ae",
         "pe:dataBuildId": "policyengine-uk-data-1.55.5",

policyengine-4.4.4/src/policyengine/data/release_manifests/us.json

@@ -0,0 +1,54 @@
+{
+  "schema_version": 1,
+  "bundle_id": "us-4.4.4",
+  "country_id": "us",
+  "policyengine_version": "4.4.4",
+  "model_package": {
+    "name": "policyengine-us",
+    "version": "1.691.3",
+    "sha256": "c5d37aa4442f23d48bd5d587a02876c89d83c6135809f12988cc39bd3a47e8b2",
+    "wheel_url": "https://files.pythonhosted.org/packages/2a/03/e21c872664f90dcc99f1fcf29d1da71409c50cf8a7798ff0596ad10d9400/policyengine_us-1.691.3-py3-none-any.whl"
+  },
+  "data_package": {
+    "name": "policyengine-us-data",
+    "version": "1.113.1",
+    "repo_id": "policyengine/policyengine-us-data",
+    "release_manifest_path": "releases/1.113.1/release_manifest.json",
+    "release_manifest_revision": "99e0ec7e784cdba43dd21ff1d80a081599a7a537"
+  },
+  "certified_data_artifact": {
+    "data_package": {
+      "name": "policyengine-us-data",
+      "version": "1.113.1"
+    },
+    "build_id": "policyengine-us-data-1.113.1",
+    "dataset": "enhanced_cps_2024",
+    "uri": "hf://policyengine/policyengine-us-data/enhanced_cps_2024.h5@99e0ec7e784cdba43dd21ff1d80a081599a7a537",
+    "sha256": "0ce549af18753287c097718362b8cd5cdccfc47953acf7f282709d604cf314d2"
+  },
+  "certification": {
+    "compatibility_basis": "exact_build_model_version",
+    "data_build_id": "policyengine-us-data-1.113.1",
+    "built_with_model_version": "1.691.3",
+    "certified_for_model_version": "1.691.3",
+    "certified_by": "policyengine.py bundled manifest",
+    "data_build_fingerprint": "sha256:d891044ece8ec3338904771c879b98ec11a12f1090c074e5b8cee846825d8056"
+  },
+  "default_dataset": "enhanced_cps_2024",
+  "datasets": {
+    "enhanced_cps_2024": {
+      "path": "enhanced_cps_2024.h5"
+    }
+  },
+  "region_datasets": {
+    "national": {
+      "path_template": "enhanced_cps_2024.h5"
+    },
+    "state": {
+      "path_template": "states/{state_code}.h5"
+    },
+    "congressional_district": {
+      "path_template": "districts/{district_code}.h5"
+    }
+  }
+}

{policyengine-4.4.2 → policyengine-4.4.4}/src/policyengine/data/release_manifests/us.trace.tro.jsonld

@@ -17,19 +17,19 @@
         "schema:name": "PolicyEngine",
         "schema:url": "https://policyengine.org"
       },
-      "schema:dateCreated": "2026-05-09T09:38:11.356906Z",
-      "schema:description": "TRACE TRO for certified runtime bundle us-4.4.2 covering the bundle manifest, the certified dataset artifact, the country model wheel, and the country data release manifest when it is available.",
+      "schema:dateCreated": "2026-05-13T03:56:37.150215Z",
+      "schema:description": "TRACE TRO for certified runtime bundle us-4.4.4 covering the bundle manifest, the certified dataset artifact, the country model wheel, and the country data release manifest when it is available.",
       "schema:name": "policyengine us certified bundle TRO",
       "trov:createdWith": {
         "@type": "schema:SoftwareApplication",
         "schema:name": "policyengine",
-        "schema:softwareVersion": "4.4.2"
+        "schema:softwareVersion": "4.4.4"
       },
       "trov:hasArrangement": [
         {
           "@id": "arrangement/1",
           "@type": "trov:ArtifactArrangement",
-          "rdfs:comment": "Certified arrangement for bundle us-4.4.2.",
+          "rdfs:comment": "Certified arrangement for bundle us-4.4.4.",
           "trov:hasArtifactLocation": [
             {
               "@id": "arrangement/1/location/bundle_manifest",
@@ -45,7 +45,7 @@
               "trov:hasArtifact": {
                 "@id": "composition/1/artifact/data_release_manifest"
               },
-              "trov:hasLocation": "https://huggingface.co/policyengine/policyengine-us-data/resolve/9cb665df0a546f9c3d79b496f8eb2dd55859d38d/releases/1.78.2/release_manifest.json"
+              "trov:hasLocation": "https://huggingface.co/policyengine/policyengine-us-data/resolve/99e0ec7e784cdba43dd21ff1d80a081599a7a537/releases/1.113.1/release_manifest.json"
             },
             {
               "@id": "arrangement/1/location/dataset",
@@ -53,7 +53,7 @@
               "trov:hasArtifact": {
                 "@id": "composition/1/artifact/dataset"
               },
-              "trov:hasLocation": "https://huggingface.co/policyengine/policyengine-us-data/resolve/1.78.2/enhanced_cps_2024.h5"
+              "trov:hasLocation": "https://huggingface.co/policyengine/policyengine-us-data/resolve/99e0ec7e784cdba43dd21ff1d80a081599a7a537/enhanced_cps_2024.h5"
             },
             {
               "@id": "arrangement/1/location/model_wheel",
@@ -61,7 +61,7 @@
               "trov:hasArtifact": {
                 "@id": "composition/1/artifact/model_wheel"
               },
-              "trov:hasLocation": "https://files.pythonhosted.org/packages/c3/36/5633f5a3996c915494154ec3852011b1a239ea06d9f08cb6287ab709618c/policyengine_us-1.687.0-py3-none-any.whl"
+              "trov:hasLocation": "https://files.pythonhosted.org/packages/2a/03/e21c872664f90dcc99f1fcf29d1da71409c50cf8a7798ff0596ad10d9400/policyengine_us-1.691.3-py3-none-any.whl"
             }
           ]
         }
@@ -75,53 +75,54 @@
             "@type": "trov:ResearchArtifact",
             "schema:name": "policyengine.py bundle manifest for us",
             "trov:mimeType": "application/json",
-            "trov:sha256": "ee037378f3e655360894dc9fe66f1d0c335321ff48789e3ebb0ff38805933d72"
+            "trov:sha256": "b19682542465cf163e45b36184dc648f698d15b637e27f629c3ea5556bc8083e"
           },
           {
             "@id": "composition/1/artifact/data_release_manifest",
             "@type": "trov:ResearchArtifact",
-            "schema:name": "policyengine-us-data release manifest 1.78.2",
+            "schema:name": "policyengine-us-data release manifest 1.113.1",
             "trov:mimeType": "application/json",
-            "trov:sha256": "83aafd9fa3d33a444c0277aa4b31b2041a8785910bee30660773ab96e1b1c8b9"
+            "trov:sha256": "d6b29ceff0cbf6a5cff4de94362ebc533dc5044c6a4155a46da7143140a8cb5f"
           },
           {
             "@id": "composition/1/artifact/dataset",
             "@type": "trov:ResearchArtifact",
             "schema:name": "enhanced_cps_2024",
             "trov:mimeType": "application/x-hdf5",
-            "trov:sha256": "4e92b340c3ea3e200ed5d55edf752ee1a13baf787442956fb67d25242fed13b5"
+            "trov:sha256": "0ce549af18753287c097718362b8cd5cdccfc47953acf7f282709d604cf314d2"
           },
           {
             "@id": "composition/1/artifact/model_wheel",
             "@type": "trov:ResearchArtifact",
-            "schema:name": "policyengine-us==1.687.0 wheel",
+            "schema:name": "policyengine-us==1.691.3 wheel",
             "trov:mimeType": "application/zip",
-            "trov:sha256": "cac7da3aa9ba4bf57009eee75d798217bbef7e1c5ca17646d472fad715ab634f"
+            "trov:sha256": "c5d37aa4442f23d48bd5d587a02876c89d83c6135809f12988cc39bd3a47e8b2"
           }
         ],
         "trov:hasFingerprint": {
           "@id": "composition/1/fingerprint",
           "@type": "trov:CompositionFingerprint",
-          "trov:sha256": "a26e89fc2cd91ee54bc7526aa4c1a32c5b8ad35caefa1e7f2572e2fb8bb303a0"
+          "trov:sha256": "4e37940c1a7bdcc238d209a76feb845f2b451602d8d1d7bed3c637752a89685e"
         }
       },
       "trov:hasPerformance": {
         "@id": "trp/1",
         "@type": "trov:TransparentResearchPerformance",
-        "pe:builtWithModelVersion": "1.647.0",
+        "pe:builtWithModelVersion": "1.691.3",
         "pe:certifiedBy": "policyengine.py bundled manifest",
-        "pe:certifiedForModelVersion": "1.687.0",
+        "pe:certifiedForModelVersion": "1.691.3",
         "pe:ciGitRef": "refs/heads/main",
-        "pe:ciGitSha": "eb7334698e9116cc06a5c6232ac4b4a91e2aef9a",
-        "pe:ciRunUrl": "https://github.com/PolicyEngine/policyengine.py/actions/runs/25598363562",
-        "pe:compatibilityBasis": "matching_data_build_fingerprint",
-        "pe:dataBuildId": "policyengine-us-data-1.78.2",
+        "pe:ciGitSha": "eb8173947304550bed70a2e372640e41cc3f7a66",
+        "pe:ciRunUrl": "https://github.com/PolicyEngine/policyengine.py/actions/runs/25799489507",
+        "pe:compatibilityBasis": "exact_build_model_version",
+        "pe:dataBuildFingerprint": "sha256:d891044ece8ec3338904771c879b98ec11a12f1090c074e5b8cee846825d8056",
+        "pe:dataBuildId": "policyengine-us-data-1.113.1",
         "pe:emittedIn": "github-actions",
-        "rdfs:comment": "Certification of build policyengine-us-data-1.78.2 for policyengine-us 1.687.0.",
+        "rdfs:comment": "Certification of build policyengine-us-data-1.113.1 for policyengine-us 1.691.3.",
         "trov:accessedArrangement": {
           "@id": "arrangement/1"
         },
-        "trov:startedAtTime": "2026-05-09T09:38:11.356906Z",
+        "trov:startedAtTime": "2026-05-13T03:56:37.150215Z",
         "trov:wasConductedBy": {
           "@id": "trs"
         }