taxcalc 4.6.2__tar.gz → 5.0.0__tar.gz

{taxcalc-4.6.2 → taxcalc-5.0.0}/Makefile

@@ -49,19 +49,19 @@ rm -f tmp??????-??-#-tmp*
 endef
 
 .PHONY=pytest-cps
-pytest-cps:
+pytest-cps: clean
 	@$(pytest-setup)
 	@cd taxcalc ; pytest -n4 --disable-warnings --durations=0 --durations-min=2 -m "not requires_pufcsv and not pre_release"
 	@$(pytest-cleanup)
 
 .PHONY=pytest
-pytest:
+pytest: clean
 	@$(pytest-setup)
 	@cd taxcalc ; pytest -n4 --disable-warnings --durations=0 --durations-min=2 -m "not pre_release"
 	@$(pytest-cleanup)
 
 .PHONY=pytest-all
-pytest-all:
+pytest-all: clean
 	@$(pytest-setup)
 	@cd taxcalc ; pytest -n4 --disable-warnings --durations=0 --durations-min=2 -m ""
 	@$(pytest-cleanup)

{taxcalc-4.6.2/taxcalc.egg-info → taxcalc-5.0.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: taxcalc
-Version: 4.6.2
+Version: 5.0.0
 Summary: Tax-Calculator
 Home-page: https://github.com/PSLmodels/Tax-Calculator
 Download-URL: https://github.com/PSLmodels/Tax-Calculator

{taxcalc-4.6.2 → taxcalc-5.0.0}/docs/about/releases.md

@@ -4,6 +4,53 @@ Go [here](https://github.com/PSLmodels/Tax-Calculator/pulls?q=is%3Apr+is%3Aclose
 for a complete commit history.
 
 
+2025-06-23 Release 5.0.0
+------------------------
+(last merged pull request is
+[#2920](https://github.com/PSLmodels/Tax-Calculator/pull/2920))
+
+**This is a major release with changes that make Tax-Calculator incompatible with earlier releases.**
+
+**API Changes**
+- Rename two OASDI benefit taxation policy parameters
+[[#2918](https://github.com/PSLmodels/Tax-Calculator/pull/2918) by Martin Holmer]
+- Remove `PT_rt?` and `PT_brk?` and four associated `PT_*` parameters
+[[#2919](https://github.com/PSLmodels/Tax-Calculator/pull/2919) by Martin Holmer]
+- Remove several, but not all, policy parameters that limit itemized deductions
+[[#2920](https://github.com/PSLmodels/Tax-Calculator/pull/2920) by Martin Holmer]
+
+**New Features**
+
+**Bug Fixes**
+
+
+2025-06-13 Release 4.6.3
+------------------------
+(last merged pull request is
+[#2915](https://github.com/PSLmodels/Tax-Calculator/pull/2915))
+
+**This is a minor enhancement release.**
+
+**API Changes**
+
+**New Features**
+- Update CLI documentation
+[[#2907](https://github.com/PSLmodels/Tax-Calculator/pull/2907) by Martin Holmer]
+- Add deprecation warnings for planned Tax-Calculator 5.0.0 changes, add two tests, and remove one obsolete test
+[[#2908](https://github.com/PSLmodels/Tax-Calculator/pull/2908),
+ [#2909](https://github.com/PSLmodels/Tax-Calculator/pull/2909), and
+ [#2910](https://github.com/PSLmodels/Tax-Calculator/pull/2910) by Martin Holmer]
+- Add optional `--runid N` CLI option that simplifies output file names
+[[#2912](https://github.com/PSLmodels/Tax-Calculator/pull/2912) by Martin Holmer]
+- Add a default `income_group` definition to the CLI --dumpdb output
+[[#2913](https://github.com/PSLmodels/Tax-Calculator/pull/2913) and
+ [#2914](https://github.com/PSLmodels/Tax-Calculator/pull/2914) by Martin Holmer]
+- Standardize CLI output file name extensions
+[[#2915](https://github.com/PSLmodels/Tax-Calculator/pull/2915) by Martin Holmer]
+
+**Bug Fixes**
+
+
 2025-05-16 Release 4.6.2
 ------------------------
 (last merged pull request is

{taxcalc-4.6.2 → taxcalc-5.0.0}/docs/contributing/RELEASING.md

@@ -16,7 +16,7 @@ In the top-level Tax-Calculator directory, do the following:
 
 --> on branch X-Y-Z, edit docs/about/releases.md to finalize X.Y.Z info
 
---> specify release X.Y.Z in setup.py and taxcalc/__init__.py and docs/index.md
+--> specify release X.Y.Z in setup.py, taxcalc/__init__.py, docs/index.md
 
 --> run `python update_pcl.py`  [to update policy_current_law.json if needed]
 
@@ -24,7 +24,7 @@ In the top-level Tax-Calculator directory, do the following:
 
 --> run `python extend_tcja.py > ext.json`  [to update reforms/ext.json]
 
---> run `make cstest`  [to make confirm project coding style is being followed]
+--> run `make cstest`  [to confirm project coding style is being followed]
 
 --> run `make pytest-all`  [or `pytest -m pre_release -n4` in taxcalc subdir]
 

{taxcalc-4.6.2 → taxcalc-5.0.0}/docs/guide/cli.md

@@ -412,10 +412,7 @@ exploratory data analysis.
 % tc cps.csv 2024 --reform ref3.json --dumpdb
 Read input data for 2014; input data were extrapolated to 2024
 Write dump output to sqlite3 database file cps-24-#-ref3-#.db
-Execution time is 35.8 seconds
-Read input data for 2014; input data were extrapolated to 2025
-Write dump output to sqlite3 database file cps-25-#-ref3-#.db
-Execution time is 35.1 seconds
+Execution time is 35.6 seconds
 
 % sqlite3 cps-24-#-ref3-#.db
 SQLite version 3.39.5 2022-10-14 20:58:05
@@ -531,6 +528,9 @@ to generate such budget-window results is to use the CLI tool's
 extend-TCJA-beyond-2025 reform, then we can execute the following run:
 
 ```
+% tc --version
+Tax-Calculator 4.6.2 on Python 3.12
+
 % tc ../tmd.csv 2026 --numyears 10 --reform ext.json --tables
 Read input data for 2021; input data were extrapolated to 2026
 Write tabular output to file tmd-26-#-ext-#-tables.text
@@ -552,7 +552,7 @@ Advance input data and policy to 2034
 Write tabular output to file tmd-34-#-ext-#-tables.text
 Advance input data and policy to 2035
 Write tabular output to file tmd-35-#-ext-#-tables.text
-Execution time is 60.9 seconds
+Execution time is 55.6 seconds
 ```
 
 [PR
@@ -561,6 +561,52 @@ discusses how much faster this is relative to executing ten separate
 `tc` runs, and also shows how to tabulate the ten-year aggregate
 reform result from the files generated by this run.
 
+Because the reform-induced change in aggregate federal income tax
+liability is located on the last row of each tables output file in the
+fourth column, we can look at the ten-year results quickly:
+
+```
+% tail -1 tmd-??-*tables.text
+==> tmd-26-#-ext-#-tables.text <==
+ A   192.41   20828.3    -284.0       0.0       0.0    -284.0
+
+==> tmd-27-#-ext-#-tables.text <==
+ A   193.77   21613.4    -291.7       0.0       0.0    -291.7
+
+==> tmd-28-#-ext-#-tables.text <==
+ A   194.72   22404.7    -299.5       0.0       0.0    -299.5
+
+==> tmd-29-#-ext-#-tables.text <==
+ A   195.66   23243.3    -291.8       0.0       0.0    -291.8
+
+==> tmd-30-#-ext-#-tables.text <==
+ A   196.58   24115.1    -299.8       0.0       0.0    -299.8
+
+==> tmd-31-#-ext-#-tables.text <==
+ A   197.48   25020.0    -307.8       0.0       0.0    -307.8
+
+==> tmd-32-#-ext-#-tables.text <==
+ A   198.35   25952.7    -315.7       0.0       0.0    -315.7
+
+==> tmd-33-#-ext-#-tables.text <==
+ A   199.21   26905.4    -323.6       0.0       0.0    -323.6
+
+==> tmd-34-#-ext-#-tables.text <==
+ A   200.03   27878.9    -331.6       0.0       0.0    -331.6
+
+==> tmd-35-#-ext-#-tables.text <==
+ A   200.83   28883.0    -339.6       0.0       0.0    -339.6
+```
+
+A simple way to sum up the ten annual changes is to use the [`awk`
+program](https://www.gnu.org/software/gawk/manual/gawk.html), which
+could be called `gawk` or `gawk.exe` on your computer, as follows:
+
+```
+% tail -1 tmd-??-*tables.text | awk '$1~/A/{n++;c+=$4}END{print n,c}'
+10 -3085.1
+```
+
 More examples of analyzing different versions of the TCJA after 2025
 are available in this
 [document](https://taxcalc.pslmodels.org/usage/tcja_after_2025.html).