From d444eb5b99449e3d49e865ae351c8f883c259ff5 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 27 Oct 2026 14:38:14 +0000 Subject: [PATCH 1/9] Sign the draught shares' degenerate-surface exclusions MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The excise step (microcosm#1359) writes HMRC's published draught-relief share of beer and of cider clearances to every household, so household.beer_draught_share and household.cider_draught_share are constant by construction, and uk_degenerate_release_surface refuses them on both the local and the national line. María approved both entries on 2026-10-27 (adjudication microcosm#1359, six-month window, every line), like the Tax-Free Childcare routed share's. The register is solve-scoped (solve_scope.py keeps it in the solve fingerprint), so the release contract's degenerate evidence digest moves with it, and the battery tests' exclusion clock moves to the newest receipt's approval date. Co-Authored-By: Claude Opus 5.5 --- ...uk-draught-share-degenerate-exclusions.fixed.md | 1 + .../build/uk/degenerate_reviewed_exclusions.json | 14 ++++++++++++++ .../engine_free/uk/test_uk_battery_bindings.py | 4 ++-- .../tests/engine_free/uk/test_uk_terminal_gates.py | 12 ++++++++++++ .../microcosm-data/src/microcosm/data/contract.py | 2 +- .../tests/engine_free/shared/test_contract.py | 2 +- 6 files changed, 31 insertions(+), 4 deletions(-) create mode 100644 changelog.d/uk-draught-share-degenerate-exclusions.fixed.md diff --git a/changelog.d/uk-draught-share-degenerate-exclusions.fixed.md b/changelog.d/uk-draught-share-degenerate-exclusions.fixed.md new file mode 100644 index 0000000000..49b175c8f5 --- /dev/null +++ b/changelog.d/uk-draught-share-degenerate-exclusions.fixed.md @@ -0,0 +1 @@ +`household.beer_draught_share` and `household.cider_draught_share` get reviewed exclusions in the degenerate release-surface register (approved by María on 2026-10-27, adjudication microcosm#1359). The excise step writes HMRC's published draught-relief share of each product's clearances to every household, so both columns are constant by construction, and `uk_degenerate_release_surface` refuses any national or local release built since the step landed. The release contract's degenerate evidence digest moves with the register. diff --git a/packages/microcosm-build/src/microcosm/build/uk/degenerate_reviewed_exclusions.json b/packages/microcosm-build/src/microcosm/build/uk/degenerate_reviewed_exclusions.json index 9cfe129d7b..db05691c0d 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/degenerate_reviewed_exclusions.json +++ b/packages/microcosm-build/src/microcosm/build/uk/degenerate_reviewed_exclusions.json @@ -12,6 +12,20 @@ "local" ] }, + "household.beer_draught_share": { + "reason": "Constant by construction: HMRC's alcohol clearances give the share of beer litres of pure alcohol cleared under draught relief, alone or with small producer relief, and the excise step writes that published ratio to every household as it is (microcosm#1359), since the LCFS records no draught or packaged split to distribute it by. policyengine-uk reads it to apply the draught duty rates. Not signal.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1359", + "approved_on": "2026-10-27", + "expires_on": "2027-04-27" + }, + "household.cider_draught_share": { + "reason": "Constant by construction: HMRC's alcohol clearances give the share of cider litres of pure alcohol cleared under draught relief, alone or with small producer relief, and the excise step writes that published ratio to every household as it is (microcosm#1359), since the LCFS records no draught or packaged split to distribute it by. policyengine-uk reads it to apply the draught duty rates. Not signal.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1359", + "approved_on": "2026-10-27", + "expires_on": "2027-04-27" + }, "household.source_year": { "reason": "Constant at the build vintage by construction on a single-vintage artifact, and fully derivable from the artifact's time_period metadata (the rowwise clone path re-derives it when absent). Retained deliberately for row-level vintage documentation and UK/US schema symmetry \u2014 the US pools three ASEC vintages, where the same column is irreducible per-row identity. Not signal.", "approved_by": "juaristi22", diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py index ca7f71d062..c4e9a27de3 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py @@ -66,8 +66,8 @@ # Midlands target-fit deferral is retired with microcosm#1106), and the # microcosm#1106 property_wealth input-mass entry on 2026-10-11. The earliest # expiry is 2026-10-15. -# On or after the newest committed receipt's approval (2026-10-14). -CLOCK = date(2026, 10, 14) +# On or after the newest committed receipt's approval (2026-10-27). +CLOCK = date(2026, 10, 27) VALIDATE_REFERENCE = ( "microcosm.build.uk_runtime.weighted_integrity." diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py index 1b5f45c159..b375df610d 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py @@ -876,6 +876,8 @@ def test_committed_degenerate_register_is_the_policy_of_record() -> None: register = uk_default_degenerate_reviewed_exclusions() assert set(register) == { "household.atomic_area_basis", + "household.beer_draught_share", + "household.cider_draught_share", "household.source_year", "person.tax_free_childcare_spend_routed_share", } @@ -897,6 +899,16 @@ def test_committed_degenerate_register_is_the_policy_of_record() -> None: assert routed_share.approved_on == "2026-09-05" assert routed_share.expires_on == "2027-03-05" assert routed_share.reason.strip() + # The excise step writes HMRC's published draught-relief share to every + # household (microcosm#1359), on both lines. + for column in ("household.beer_draught_share", "household.cider_draught_share"): + draught = register[column] + assert draught.adjudication == "microcosm#1359" + assert draught.approved_by == "juaristi22" + assert draught.approved_on == "2026-10-27" + assert draught.expires_on == "2027-04-27" + assert not draught.release_lines + assert draught.reason.strip() def test_policy_of_record_is_immutable_and_loaded_once() -> None: diff --git a/packages/microcosm-data/src/microcosm/data/contract.py b/packages/microcosm-data/src/microcosm/data/contract.py index 7ebb65a13d..93474ba272 100644 --- a/packages/microcosm-data/src/microcosm/data/contract.py +++ b/packages/microcosm-data/src/microcosm/data/contract.py @@ -681,7 +681,7 @@ def compatibility_claim_declarer_error(declared_by: object) -> str | None: # is a vintage pin that moves with every reviewed register edit (the same # tripwire as the policy digest). _UK_GATE_BATTERY_DEGENERATE_EVIDENCE_SHA256 = ( - "6a179222c6b6058ad9caacfd347f7bdb8cb98a62237b50d1fc1136df09337251" + "f246388de42654dd68dbbb40c42282001b5b0a8bf48976162bcb1199085cb1d3" ) diff --git a/packages/microcosm-data/tests/engine_free/shared/test_contract.py b/packages/microcosm-data/tests/engine_free/shared/test_contract.py index ecef9eb0c6..5aeaf96d34 100644 --- a/packages/microcosm-data/tests/engine_free/shared/test_contract.py +++ b/packages/microcosm-data/tests/engine_free/shared/test_contract.py @@ -222,7 +222,7 @@ def _trusted_terminal_gate_signing_key(monkeypatch) -> None: "fdb46cc0f42398589c0fbdfdccdb288a1edd6c0b941c26ff2e282128a4037a60" ) UK_GATE_BATTERY_DEGENERATE_EVIDENCE_SHA256 = ( - "6a179222c6b6058ad9caacfd347f7bdb8cb98a62237b50d1fc1136df09337251" + "f246388de42654dd68dbbb40c42282001b5b0a8bf48976162bcb1199085cb1d3" ) UK_GATE_BATTERY_INPUT_MASS_EVIDENCE_SHA256 = ( "82a5fa0c7dec5ac5c169f0b8b2f4acc6b302e80637dc698d3247e75a6d133933" From 5bd72737ba3bfd9808126d6520ce705e8284539a Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 27 Oct 2026 14:38:14 +0000 Subject: [PATCH 2/9] Build on policyengine-uk 2.162.10 plus #2695 from its head commit PolicyEngine/policyengine-uk#2695 keeps every property allowance election and stops working out every benefit for the whole population on each of its comparison branches, the cost behind Microcosm UK microsimulations running several times slower since 2.157.0 (policyengine-uk#2694). Until a release carries it, the workspace installs policyengine-uk from that pull request's head commit (ead3444d, the 2.162.10 tag plus its three commits), which the engine freeze accepts as policyengine-uk 2.162.10; the lock moves to the release once it is out. The uprating and bonus-sacrifice pins are re-taken on the new engine with every value unchanged, concept coverage finds no input added or removed, the coverage manifest and the H2 spine fixture are regenerated, the version mentions move, the US worker identity pins the new lock, and the engine pin test reads the lock's direct reference. Co-Authored-By: Claude Opus 5.5 --- ...olicyengine-uk-2-162-10-pr-2695.changed.md | 1 + docs/concept-coverage/policyengine-uk.md | 2 +- packages/microcosm-build/pyproject.toml | 2 +- .../build/uk/bonus_sacrifice_anchor.json | 2 +- .../build/uk/hmrc_uprating_engine_pins.json | 2 +- .../uk/release_input_coverage_manifest.json | 44 +++++++++---------- .../src/microcosm/build/uk/source_stages.json | 8 ++-- .../src/microcosm/build/uk/spec/sources.yaml | 8 ++-- .../microcosm/build/uk_runtime/frs_take_up.py | 2 +- .../build/uk_runtime/hmrc_uprating.py | 4 +- .../build/uk_runtime/uc_capital_coherence.py | 2 +- .../build/us_runtime/worker_identity.py | 2 +- .../engine/uk/test_uk_dfe_spring_term.py | 2 +- .../shared/test_engine_core_pins.py | 19 ++++++-- .../engine_free/uk/test_uk_frs_stochastic.py | 2 +- packages/microcosm-data/pyproject.toml | 2 +- packages/microcosm-frame/pyproject.toml | 2 +- .../adapters/policyengine_uk_concepts.py | 4 +- .../concept-coverage/policyengine-uk.json | 2 +- .../parity/uk_spine/sources/fixture.json | 8 ++-- .../fixtures/parity/uk_spine/uk_spine.json | 2 +- pyproject.toml | 6 +++ uv.lock | 14 +++--- 23 files changed, 79 insertions(+), 63 deletions(-) create mode 100644 changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md diff --git a/changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md b/changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md new file mode 100644 index 0000000000..46ddb80097 --- /dev/null +++ b/changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md @@ -0,0 +1 @@ +The UK lock moves from policyengine-uk 2.162.8 to 2.162.10 plus PolicyEngine/policyengine-uk#2695, installed from that pull request's head commit (ead3444d) until the release that carries it, when the lock moves to that release. Since 2.157.0 (policyengine-uk#2066) the property allowance election (`uses_property_allowance`) worked out every benefit for the whole population on each of its comparison branches, which made Microcosm UK microsimulations several times slower (policyengine-uk#2694); #2695 settles the elections the winter fuel payment charge cannot change without it and keeps every election's result. 2.162.9 and 2.162.10 add the 2010 to 2012 minimum wage history and the Employment and Support Allowance permitted-work limit set from the national minimum wage. The uprating and bonus-sacrifice engine pins keep every value, the concept coverage finds no input added or removed, and the engine pin test reads the lock's direct reference. diff --git a/docs/concept-coverage/policyengine-uk.md b/docs/concept-coverage/policyengine-uk.md index 088cb7c13b..440630c2a6 100644 --- a/docs/concept-coverage/policyengine-uk.md +++ b/docs/concept-coverage/policyengine-uk.md @@ -1,6 +1,6 @@ # Concept coverage: policyengine-uk -Engine version `2.162.8`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. +Engine version `2.162.10`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. - Engine inputs: 357 - Fed by a concept: 41 diff --git a/packages/microcosm-build/pyproject.toml b/packages/microcosm-build/pyproject.toml index a294022a97..755bd8bc29 100644 --- a/packages/microcosm-build/pyproject.toml +++ b/packages/microcosm-build/pyproject.toml @@ -46,7 +46,7 @@ us = [ # The UK extra adds the rules engine for local metric generation from a # Microcosm UK H5. Target tables remain explicit inputs, and the base package # still does not import policyengine-uk at import time. -uk = ["policyengine-uk>=2.162.8", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] +uk = ["policyengine-uk>=2.162.10", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] [project.scripts] microcosm-build-uk = "microcosm.build.uk_runtime.full_build_cli:main" diff --git a/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json b/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json index 4caa3a8051..1b5e1efbfa 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json +++ b/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json @@ -2,7 +2,7 @@ "schema_version": 1, "engine": { "package": "policyengine-uk", - "version": "2.162.8" + "version": "2.162.10" }, "written_by": "tools/pin_uk_bonus_sacrifice_anchor.py", "source": { diff --git a/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json b/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json index d10cd64442..0a0562e8a7 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json +++ b/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json @@ -2,7 +2,7 @@ "schema_version": 1, "engine": { "package": "policyengine-uk", - "version": "2.162.8" + "version": "2.162.10" }, "basis": "policyengine-uk parameter ratio between 1 January of the fact's opening year and 1 January of the calibration year (the SPI donor rebasing convention)", "written_by": "tools/pin_uk_uprating_engine_values.py", diff --git a/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json b/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json index 1d2a6a242e..b4e38feabb 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json +++ b/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json @@ -470,7 +470,7 @@ "required_mass_change_reason": "Capital-gains incidence anchor moves the mass of non-liable clone households back to their paired originals until the sub-exempt and loss-making clone mass match the Advani-Summers reporter composition at the redrawn liable mass; every pair's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Advani and Summers (2020), Capital Gains and UK Inequality, CAGE Working Paper 465", "survey": "Family Resources Survey 2024-25, SPI synthetic support, the HMRC Table 3 redrawn gains on the spine and Advani-Summers capital-gains incidence" @@ -493,7 +493,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Advani and Summers (2020), Capital Gains and UK Inequality, CAGE Working Paper 465", "survey": "Family Resources Survey 2024-25, SPI synthetic support, and Advani-Summers capital-gains incidence" @@ -516,7 +516,7 @@ "required_mass_change_reason": "Capital-gains residential split divides every household carrying liable gainers into arms weighted by the solved residential probabilities, one arm per subset of residential gainers; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "https://www.gov.uk/government/statistics/capital-gains-tax-statistics", "survey": "HMRC Capital Gains Tax statistics 2026 release, Table 8 (UK residential property disposals, 2024-25, administrative) on the amounts the Table 3 redraw placed" @@ -538,7 +538,7 @@ "required_mass_change_reason": "Capital-gains support split divides the wealthiest households of each HMRC Table 3 income band into light copies at equal weight; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "HMRC Capital Gains Tax statistics, July 2026 release, Table 3 for 2024-25, via the vendored conditioning facts", "survey": "Family Resources Survey 2024-25, SPI synthetic support and HMRC Capital Gains Tax statistics Table 3 (2024-25 individuals by size of gain and taxable income)" @@ -567,7 +567,7 @@ "required_mass_change_reason": "ETB public-services imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "UK Data Service SN 8856 Effects of Taxes and Benefits household tab, DfT rail fare index, and public NHS activity/cost table.", "survey": "Effects of Taxes and Benefits 1977-2024 and NHS age-gender public table" @@ -587,7 +587,7 @@ "required_mass_change_reason": "ETB VAT expenditure-rate imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "UK Data Service SN 8856 Effects of Taxes and Benefits household tab and cited VAT anchor resource.", "survey": "Effects of Taxes and Benefits 1977-2024" @@ -609,7 +609,7 @@ "required_mass_change_reason": "High-value home support divides every owner household in the top value stratum of its region into light copies at equal weight; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Microcosm structural operator (microcosm#1240 fix 1); no publisher input", "survey": "Family Resources Survey 2024-25 and SPI synthetic support, after the WAS wealth draw and the regional property uprating" @@ -630,7 +630,7 @@ "required_mass_change_reason": "CGT asset-type assignment on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "https://www.gov.uk/government/statistics/capital-gains-tax-statistics", "survey": "HMRC Capital Gains Tax statistics 2026 release, Table 8 (UK residential property disposals, 2024-25, administrative), Table 4.1 (individuals claiming Business Asset Disposal Relief or Investors' Relief by band of qualifying gain, 2024-25, administrative) and Table 7 (disposals, proceeds and gains by asset type, 2023-24, sample-based), vendored from the pinned Chronicle feed" @@ -654,7 +654,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "conditioning_resource": "hmrc_cgt_conditioning_facts.json", "conditioning_resource_sha256": "e54cdad4cfe4498bfddb329d6b0aef468ea542a55c1970df574859626a3d19d3", @@ -744,7 +744,7 @@ "full_frs_tei_band_unavailable" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "hmrc_surface": "2023-24", "mapped_build_period": "2024", @@ -812,7 +812,7 @@ "required_mass_change_reason": "LCFS consumption imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "UK Data Service SN 9603 Living Costs and Food Survey 2024-25 (2nd edition) household/person tabs and the vendored Chronicle facts for NEED 2024 mean kWh, DESNZ Energy Trends and QEP average prices paid for calendar 2024, road-fuel outturn (DESNZ, HMRC, ONS Consumer Trends) and road fuel by vehicle type (DESNZ), ONS Consumer Trends household spending by COICOP division, the DfT VEH1103 licensed-car stock, NTS bus use, and the DfT and devolved bus finance tables and fares indices.", "survey": "Living Costs and Food Survey 2024-25" @@ -838,7 +838,7 @@ "required_mass_change_reason": "NTS bus-travel imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Department for Transport National Travel Survey, UK Data Service SN 5340 (End User Licence, 19th edition, November 2025), DOI 10.5255/UKDA-SN-5340-19; local licensed tab files (household, individual, trip); England residents only from 2013.", "survey": "National Travel Survey 2002-2024" @@ -858,7 +858,7 @@ "required_mass_change_reason": "Private-school attendance stored on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "policyengine-uk attends_private_school (the gov.simulation.private_school_vat attendance rates and factor), evaluated by the pinned engine", "survey": "policyengine-uk private-school attendance imputation, stored at the spine's weights" @@ -881,7 +881,7 @@ "property_finance_costs" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "https://www.gov.uk/government/statistics/property-rental-income-statistics", "survey": "Survey of Personal Incomes Public Use Tape 2022-23 and HMRC Property Rental Income Statistics 2026 (tax year 2024-25)" @@ -902,7 +902,7 @@ "required_mass_change_reason": "Annual property purchases imputed on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "https://www.gov.uk/government/statistics/uk-stamp-tax-statistics", "survey": "HMRC Annual Stamp Tax Statistics 2024 to 2025 (corrected 11 March 2026), Tables 6b, 8a and 8b" @@ -925,7 +925,7 @@ "property_wealth" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "uk/high_value_home_value_knots.json, built by tools/build_uk_high_value_home_stock.py from PolicyEngine/chronicle#343's registrations", "survey": "HM Land Registry Price Paid latest sales uprated with the UK House Price Index, owner-weighted by region (the dense value node's knots, region level)" @@ -949,7 +949,7 @@ "non_residential_property_value" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "MHCLG dwellings and the UK House Price Index regional average price averaged over the twelve months of calendar 2024 from the July 2026 full file, the frame's valuation basis, so the engine's annual uprating from 2024 projects the value once (microcosm#1240 fix 5).", "survey": "Public regional property reference" @@ -977,7 +977,7 @@ "employment_income" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "HMRC, Salary sacrifice reform for pension contributions effective from 6 April 2029", "survey": "Family Resources Survey 2024-25 salary-sacrifice respondents and HMRC salary-sacrifice reform analysis" @@ -1010,7 +1010,7 @@ "household_source_id" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Reserved SPI support households for the HMRC Table 2.5 total-income bands from GBP 200,000, stacked at the published band taxpayer count over the donors per band (PolicyEngine/chronicle#280 lane).", "survey": "Survey of Personal Incomes Public Use Tape 2022-23 and HMRC Income Tax liabilities statistics July 2026 Table 2.5" @@ -1032,7 +1032,7 @@ "student_loan_plan" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Explore Education Statistics Table 6a, Higher education total", "survey": "Family Resources Survey 2024-25 and Student Loans Company borrower forecasts for England" @@ -1054,7 +1054,7 @@ "required_mass_change_reason": "WAS Lifetime ISA imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Office for National Statistics Wealth and Assets Survey, UK Data Service SN 7215, DOI 10.5255/UKDA-SN-7215-20; local licensed round-8 person and household tabs (interviews April 2020 to March 2022, Great Britain).", "survey": "Wealth and Assets Survey round 8" @@ -1093,7 +1093,7 @@ "required_mass_change_reason": "WAS wealth imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "4eedfc965c7373ee70295e95aad0094604f46ff903655242020793ecd1c44cdd", + "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", "source_vintages": { "source": "Office for National Statistics Wealth and Assets Survey, UK Data Service SN 7215, DOI 10.5255/UKDA-SN-7215-20; local licensed 2006-22 household tab.", "survey": "Wealth and Assets Survey round 8" diff --git a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json index 7b1e3265fa..bb402a1fc3 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json +++ b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json @@ -1129,7 +1129,7 @@ "maximum_extended_childcare_hours_usage", "max_free_entitlement_hours_used" ], - "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.8's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30." + "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.10's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30." }, { "stage": "frs_person_draws", @@ -6057,7 +6057,7 @@ "frs_benunit_capital", "would_claim_uc" ], - "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.8 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base." + "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.10 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base." }, { "stage": "uc_take_up", @@ -6907,7 +6907,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.162.8 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount" ], @@ -6988,7 +6988,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.162.8 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount", "gov.hmrc.cgt.badr.lifetime_limit", diff --git a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml index 90b98bea6e..ee9901d078 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml +++ b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml @@ -1029,7 +1029,7 @@ stages: nonnegative_outputs: - maximum_extended_childcare_hours_usage - max_free_entitlement_hours_used - notes: Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.8's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30. + notes: Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.10's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30. - stage: frs_person_draws survey: Family Resources Survey 2024-25 source: Sourced UK take-up contract rates and identity-keyed deterministic draws. @@ -4890,7 +4890,7 @@ stages: rewrites: - frs_benunit_capital - would_claim_uc - notes: Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.8 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base. + notes: Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.10 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base. - stage: uc_take_up survey: Family Resources Survey 2024-25 source: 'DWP Stat-Xplore, Households on Universal Credit by family type and monthly award amount band, April to December 2025, applied to PolicyEngine-UK pre-take-up Universal Credit awards after the SPI income chain and UC capital coherence.' @@ -5554,7 +5554,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.162.8 via microcosm-build[uk] + dependency: policyengine-uk>=2.162.10 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount instant_rule: raw dated parameter files evaluated at 1 June of the build period's tax year @@ -5619,7 +5619,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.162.8 via microcosm-build[uk] + dependency: policyengine-uk>=2.162.10 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount - gov.hmrc.cgt.badr.lifetime_limit diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py index 553228e9ce..662961f205 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py @@ -80,7 +80,7 @@ for output in (*FRS_TAKE_UP_OUTPUT_COLUMNS, *FRS_TAKE_UP_PERSON_OUTPUT_COLUMNS) } # Universal Credit is claimable only by a benefit unit whose claimant or -# partner meets its age conditions: policyengine-uk 2.162.8's ``is_uc_eligible`` +# partner meets its age conditions: policyengine-uk 2.162.10's ``is_uc_eligible`` # (capital aside) needs a single or joint claimant, taken from # ``is_uc_claimant``, who meets UC's minimum age and has not reached Pension # Credit qualifying age. The draw's population is therefore the units with a diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py index 2514ac4295..b65ea93a91 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py @@ -437,8 +437,8 @@ def assert_installed_engine_is_pinned() -> str: jobs and the H2 parity run them on the lock. Three things must hold. The distribution's version is the pinned one, - exactly, so a post-release or a local build of it (``2.162.8.post1``, - ``2.162.8+local``) is refused. ``policyengine_uk`` imports from that + exactly, so a post-release or a local build of it (``2.162.10.post1``, + ``2.162.10+local``) is refused. ``policyengine_uk`` imports from that distribution's own files, so a copy earlier on ``sys.path`` or an editable install is refused. And its ``__init__.py`` matches the distribution's RECORD, so a stale record beside other files is refused where the files diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py index 52727b1d7f..57ba43b666 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py @@ -76,7 +76,7 @@ _UC_CAPITAL_LEVELS = ("exact_cell", *UC_CAPITAL_COARSENING) #: The UC capital limits the receipt measures the redraw against. _UC_CAPITAL_RECEIPT_LIMITS = (6_000.0, 16_000.0) -#: policyengine-uk 2.162.8 counts these household property values as Universal +#: policyengine-uk 2.162.10 counts these household property values as Universal #: Credit capital (``property_sources`` under #: ``gov.dwp.universal_credit.means_test.capital``, at 90% of value less any #: secured debt since 2.136.1) and as Pension Credit capital (the ``sources`` diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py index ec87cdeda2..29abf5a9fb 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py @@ -28,7 +28,7 @@ PRIMARY_QRF_WORKER_MODULE = "microcosm.build.us_runtime.puf_qrf_worker" PRIMARY_QRF_INTERPRETER_PLACEHOLDER = "{python_interpreter}" APPROVED_UV_LOCK_SHA256 = ( - "11f43fd15e9b69d8db244319de8df24ee390e0ad1dddbddb0ee4edae72b0204f" + "78c4255b9b108964248328b251f0148b75332b945f9d5ed23eb3ef08de08cda3" ) LEGACY_CAMPAIGN_UV_LOCK_SHA256 = ( "27f47e385cfa35e2644a37410d1804b361ad9aee123577551c8421547bda65ee" diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py b/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py index 9165fb7194..77c8e94eb9 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py @@ -1,4 +1,4 @@ -"""The DfE spring-term measures on hand-built households (policyengine-uk 2.162.8).""" +"""The DfE spring-term measures on hand-built households (policyengine-uk 2.162.10).""" from __future__ import annotations diff --git a/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py b/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py index 7b8d87f322..b56072f6c9 100644 --- a/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py +++ b/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py @@ -30,10 +30,16 @@ "spm-calculator": "1.0.0", } #: What every UK install path resolves: the locked policyengine-uk and the -#: policyengine-core its own floor brings. +#: policyengine-core its own floor brings. Until the release that carries +#: PolicyEngine/policyengine-uk#2695, the lock installs policyengine-uk 2.162.10 +#: plus that pull request from its head commit, which uv exports as a direct +#: reference rather than a version. UK_ENGINE = { "policyengine-core": "3.33.3", - "policyengine-uk": "2.162.8", + "policyengine-uk": ( + "git+https://github.com/PolicyEngine/policyengine-uk" + "@ead3444d7b57284d8e90eab79c55bc206326e22a" + ), } ENGINE_PACKAGES = ("microcosm-build", "microcosm-data", "microcosm-frame") @@ -71,12 +77,19 @@ def _uv_export(*args: str) -> subprocess.CompletedProcess[str]: def _resolved(requirements: str) -> dict[str, str]: + """Each exported package's version, or its URL for a direct reference.""" + versions = {} for line in requirements.splitlines(): pin = line.split(";")[0].strip() - if "==" in pin and not pin.startswith(("#", "-")): + if pin.startswith(("#", "-")): + continue + if "==" in pin: name, version = pin.split("==", 1) versions[name.strip()] = version.strip() + elif " @ " in pin: + name, url = pin.split(" @ ", 1) + versions[name.strip()] = url.strip() return versions diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py index 1eef6fd723..ef21c028c4 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py @@ -221,7 +221,7 @@ def test_uc_take_up_population_excludes_units_without_a_working_age_adult() -> N def test_uc_take_up_population_needs_a_claimant_or_partner_of_working_age() -> None: """A working-age dependant does not bring a unit into the UC population. - policyengine-uk 2.162.8's is_uc_eligible reads the age of the unit's UC + policyengine-uk 2.162.10's is_uc_eligible reads the age of the unit's UC claimant or partner (is_uc_claimant), not of any adult: a pensioner unit with an 18-year-old dependant cannot claim Universal Credit. """ diff --git a/packages/microcosm-data/pyproject.toml b/packages/microcosm-data/pyproject.toml index c0c69eccba..90db7c1cc8 100644 --- a/packages/microcosm-data/pyproject.toml +++ b/packages/microcosm-data/pyproject.toml @@ -37,7 +37,7 @@ us = ["policyengine-us>=2.2.1,<3", "policyengine-core==3.32.5"] # The UK artifact lives in a PRIVATE repo (UK Data Service licence): loads # require an authenticated HF token with access. The loader surfaces the # 401 with that explanation rather than retrying. -uk = ["policyengine-uk>=2.162.8"] +uk = ["policyengine-uk>=2.162.10"] [project.urls] Homepage = "https://microcosm.institute" diff --git a/packages/microcosm-frame/pyproject.toml b/packages/microcosm-frame/pyproject.toml index 7cc953c3bc..1f90341eae 100644 --- a/packages/microcosm-frame/pyproject.toml +++ b/packages/microcosm-frame/pyproject.toml @@ -22,7 +22,7 @@ policyengine = [ "policyengine-core==3.32.5", "microunit>=0.1.0", ] -uk = ["policyengine-uk>=2.162.8"] +uk = ["policyengine-uk>=2.162.10"] # The Axiom adapter's PyPI-resolvable dependencies. The engine itself # (axiom-rules-engine + its dense native extension) is not on PyPI yet and # installs from a checkout; see microcosm/frame/adapters/axiom.py. diff --git a/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py b/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py index 5a920f67f9..575843f18c 100644 --- a/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py +++ b/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py @@ -35,7 +35,7 @@ # --------------------------------------------------------------------------- # # Which PolicyEngine-UK inputs each engine-neutral concept feeds -# (microcosm.frame.concepts), reviewed against policyengine-uk 2.162.8. Every +# (microcosm.frame.concepts), reviewed against policyengine-uk 2.162.10. Every # target is a pure input (in ``PolicyEngineUKEngine.variables``). The UK # loader also accepts some formula-owned variables as overrides # (``employment_income``, ``state_pension_reported``, ``is_household_head``); @@ -435,7 +435,7 @@ def _uk_take_up(program: str, entity: str) -> InputBinding: POLICYENGINE_UK_CONCEPT_MAPPING = ConceptMapping( engine="policyengine-uk", - engine_version="2.162.8", + engine_version="2.162.10", entity_correspondence={"person": "person", "household": "household"}, input_declaration=InputDeclaration.ENGINE_TYPED, bindings=( diff --git a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json index b6576e5fe1..5ebad51f8f 100644 --- a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json +++ b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json @@ -405,7 +405,7 @@ } ], "engine": "policyengine-uk", - "engine_version": "2.162.8", + "engine_version": "2.162.10", "input_count": 357, "schema_sha256": "5a55669d0447a686692911a6327ae298f19741dde29559f2654a75807878a141", "structural_inputs": [ diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json index bb51613849..02d0e60ee3 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json @@ -288,7 +288,7 @@ "cgt_residential_split": { "artifacts": [ { - "dependency": "policyengine-uk>=2.162.8 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", "dependency_discipline": "deferred inside uk_cgt_policy_parameters; the base package never imports policyengine-uk at import time", "instant_rule": "raw dated parameter files evaluated at 1 June of the build period's tax year", "kind": "versioned_parameter_tree", @@ -2458,7 +2458,7 @@ "maximum_extended_childcare_hours_usage", "max_free_entitlement_hours_used" ], - "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.8's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30.", + "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.10's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30.", "operations": [ { "aggregates": { @@ -2639,7 +2639,7 @@ "hmrc_cgt_asset_type_spine": { "artifacts": [ { - "dependency": "policyengine-uk>=2.162.8 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", "dependency_discipline": "deferred inside uk_cgt_policy_parameters and uk_cgt_badr_parameters; the base package never imports policyengine-uk at import time", "instant_rule": "raw dated parameter files evaluated at 1 June of the build period's tax year", "kind": "versioned_parameter_tree", @@ -6604,7 +6604,7 @@ "artifacts": [], "grain": "benunit", "nonnegative_outputs": [], - "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.8 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (Mar\u00eda's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base.", + "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.10 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (Mar\u00eda's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base.", "operations": [ { "aggregates": { diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json index d0b69fdcb4..3e1b14fd00 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json @@ -1 +1 @@ -{"country":"uk","nodes":[{"artifact_outputs":[{"name":"stage_evidence","type":{"name":"microcosm.stage-evidence","schema_version":1}}],"base":null,"citation":"","description":"Load the source-bound UK FRS root 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access_fund","education_grants","healthy_start_vouchers","free_school_breakfasts","free_school_fruit_veg","free_school_meals","council_tax_benefit_reported","maintenance_expenses","childcare_expenses","personal_pension_contributions","employee_pension_contributions","pension_contributions_via_salary_sacrifice","salary_sacrifice_reported","salary_sacrifice_asked","frs_bonus_amount","child_benefit_reported","income_support_reported","housing_benefit_reported","attendance_allowance_reported","dla_sc_reported","dla_m_reported","iidb_reported","carers_allowance_reported","would_claim_carers_allowance","sda_reported","afcs_reported","ssmg_reported","pension_credit_reported","child_tax_credit_reported","working_tax_credit_reported","state_pension_reported","winter_fuel_allowance_reported","incapacity_benefit_reported","universal_credit_reported","pip_m_reported","pip_dl_reported","jsa_contrib_reported","jsa_income_reported","esa_contrib_reported","esa_income_reported","esa_includes_support_component","bsp_reported","war_widows_pension_reported","widowed_parents_allowance_reported","relationship_to_head","ons_family_role","ons_family_index","is_looked_after_by_local_authority","employment_status","employment_sector","sic_industry_division","aa_category","dla_sc_category","dla_m_category","pip_m_category","pip_dl_category","is_disabled_for_benefits","is_enhanced_disabled_for_benefits","is_severely_disabled_for_benefits","current_education","highest_education","is_in_non_advanced_education","is_in_approved_training","age_started_or_accepted_current_education_or_training","is_before_universal_credit_qualifying_young_person_terminal_date","adult_ema","child_ema","receives_benefits_in_own_right","reports_outstanding_student_loan","age_left_full_time_education","legacy_jobseeker_proxy","esa_health_condition_proxy","esa_support_group_proxy","disabled_students_allowance_eligible_expenses","max_free_entitlement_hours_used","would_claim_marriage_allowance","would_claim_scp","attends_private_school_random_draw","tax_free_childcare_spend_routed_share","is_apprentice","hmrc_spi_pay","hmrc_spi_unemployment_benefit_income","hmrc_spi_incapacity_benefit_income","ossben_identifiable_subset","srp_regular_code5","employer_pension_contributions","employment_income_annual_share","employment_income_other_spells","self_employment_income_annual_share","self_employment_income_other_spells","private_pension_income_annual_share","contributory_benefits_annual_share","person_source_id","person_support_channel","person_support_clone_index","person_is_spi_income_band_carrier","charitable_investment_gifts","gift_aid","other_investment_income","hmrc_spi_employment_benefits","hmrc_spi_employment_expenses","hmrc_spi_other_social_security_income","hmrc_spi_taxable_termination_pay","hmrc_spi_miscellaneous_employment_income","hmrc_spi_other_income","hmrc_spi_state_pension_income","property_finance_costs","hmrc_spi_employed_income","hmrc_spi_total_earned_income","hmrc_spi_total_investment_income","hmrc_spi_assessable_income","person_is_spi_income_recipient","student_loan_balance","has_lifetime_isa","lifetime_isa_balance","property_rental_income","local_bus_use_band","bus_in_london_trips","other_local_bus_trips","local_bus_trips","bus_pass_eligible","local_bus_single_fare_share","a_and_e_visits","admitted_patient_visits","outpatient_visits","nhs_a_and_e_spending","nhs_admitted_patient_spending","nhs_outpatient_spending","capital_gains","cgt_residential_probability","capital_gains_residential_property","capital_gains_asset_type","capital_gains_badr","pension_contributions_via_bonus_sacrifice","salary_sacrifice_pre_conversion_pay","student_loan_plan"],"entity":"person","rows":"all"}],"kernel":"uk.stage.private_school_attendance@1","mass":"conserve","outputs":[{"column":"attends_private_school","dtype":"bool","entity":"person","ownership":"produced","rows":"all"}],"params":{"numerical_dependencies":[["policyengine-uk","2.162.10"],["policyengine-core","3.33.3"],["numpy","2.4.6"],["pandas","3.0.3"],["scikit-learn","1.8.0"],["quantile-forest","1.4.2"]],"stage":"private_school_attendance","stage_contract_sha256":"7e44379c0331fe4c9de05cd76a075c1a6aa22cf0dec6cd2f91b277e70f14a038","time_period":"2024"},"population":"childcare_copy_take_up.boundary","sources":["frs"],"structural":"none","weights":null}],"sources":[{"codec":"csv-tables","description":"Content-bound UK FRS and donor fixture/source bundle.","name":"frs"}]} diff --git a/pyproject.toml b/pyproject.toml index 7f2c4aadbb..d1b2a7d064 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -25,6 +25,12 @@ conflicts = [ [tool.uv.workspace] members = ["packages/*"] +[tool.uv.sources] +# policyengine-uk 2.162.10 plus PolicyEngine/policyengine-uk#2695 (the property +# allowance election without the winter fuel payment charge where it cannot +# change it), installed from its head until the release that carries it. +policyengine-uk = { git = "https://github.com/PolicyEngine/policyengine-uk", rev = "ead3444d7b57284d8e90eab79c55bc206326e22a" } + [dependency-groups] # openpyxl parses the OMB CBSA delineation workbook and NISRA's published # DZ2021-to-PARLCON24 lookup in the US and UK ladder builders. diff --git a/uv.lock b/uv.lock index 9a48b9c330..bde9ffdd33 100644 --- a/uv.lock +++ b/uv.lock @@ -857,7 +857,7 @@ requires-dist = [ { name = "openpyxl", marker = "extra == 'uk'", specifier = ">=3.1" }, { name = "pandas", specifier = ">=2" }, { name = "policyengine-core", marker = "extra == 'us'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.162.8" }, + { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, { name = "pyarrow", specifier = ">=15" }, { name = "pyyaml", specifier = ">=6" }, @@ -936,7 +936,7 @@ requires-dist = [ { name = "microcosm-diagnostics", editable = "packages/microcosm-diagnostics" }, { name = "packaging", specifier = ">=24" }, { name = "policyengine-core", marker = "extra == 'us'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.162.8" }, + { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, ] provides-extras = ["us", "uk"] @@ -1055,7 +1055,7 @@ requires-dist = [ { name = "numpy", specifier = ">=2" }, { name = "pandas", specifier = ">=2.3" }, { name = "policyengine-core", marker = "extra == 'policyengine'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.162.8" }, + { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a" }, { name = "policyengine-us", marker = "extra == 'policyengine'", specifier = ">=2.2.1,<3" }, { name = "tables", marker = "extra == 'axiom'", specifier = ">=3" }, ] @@ -1675,18 +1675,14 @@ wheels = [ [[package]] name = "policyengine-uk" -version = "2.162.8" -source = { registry = "https://pypi.org/simple" } +version = "2.162.10" +source = { git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a#ead3444d7b57284d8e90eab79c55bc206326e22a" } dependencies = [ { name = "microdf-python" }, { name = "policyengine-core", version = "3.33.3", source = { registry = "https://pypi.org/simple" } }, { name = "pydantic" }, { name = "tables" }, ] -sdist = { url = "https://files.pythonhosted.org/packages/87/85/319ad47f17702a8f89eb6bc907ad586c787abbfab0dc4714f585d3cf0f6e/policyengine_uk-2.162.8.tar.gz", hash = "sha256:0a5a3fcf01f25d3164d219fff300a60c0bed5dc9b0354189f80fc4e984a582d9", size = 3773133, upload-time = "2026-10-26T22:54:27.418Z" } -wheels = [ - { url = "https://files.pythonhosted.org/packages/f0/98/c13ea7ce431facfab2190eafea46ac42a938009270bfc490ed1c9b6820bf/policyengine_uk-2.162.8-py3-none-any.whl", hash = "sha256:aaa54bdec0431df4131ad3d5a4c8005777b3bf034ab41ba6c9b70fca682f08d9", size = 5486270, upload-time = "2026-10-26T22:54:24.608Z" }, -] [[package]] name = "policyengine-us" From 469a44c6efbb0023cfba1c494d6cad0b8ccff8e9 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 27 Oct 2026 15:05:31 +0000 Subject: [PATCH 3/9] Move the engine to policyengine-uk 2.162.12 plus #2695 PolicyEngine/policyengine-uk#2695's head now merges the 2.162.12 release (b71ce793), so the workspace installs that commit, which the engine freeze accepts as policyengine-uk 2.162.12. 2.162.11 imputes non-workers' wages once per participation step with unchanged outputs, and 2.162.12 changes only CI. The uprating and bonus-sacrifice pins keep every value, concept coverage finds no input added or removed, and the coverage manifest, the H2 spine fixture, the version mentions and the US worker identity's lock digest move with it. Co-Authored-By: Claude Opus 5.5 --- ...olicyengine-uk-2-162-10-pr-2695.changed.md | 1 - ...olicyengine-uk-2-162-12-pr-2695.changed.md | 1 + docs/concept-coverage/policyengine-uk.md | 2 +- packages/microcosm-build/pyproject.toml | 2 +- .../build/uk/bonus_sacrifice_anchor.json | 2 +- .../build/uk/hmrc_uprating_engine_pins.json | 2 +- .../uk/release_input_coverage_manifest.json | 44 +++++++++---------- .../src/microcosm/build/uk/source_stages.json | 8 ++-- .../src/microcosm/build/uk/spec/sources.yaml | 8 ++-- .../microcosm/build/uk_runtime/frs_take_up.py | 2 +- .../build/uk_runtime/hmrc_uprating.py | 4 +- .../build/uk_runtime/uc_capital_coherence.py | 2 +- .../build/us_runtime/worker_identity.py | 2 +- .../engine/uk/test_uk_dfe_spring_term.py | 2 +- .../shared/test_engine_core_pins.py | 4 +- .../engine_free/uk/test_uk_frs_stochastic.py | 2 +- packages/microcosm-data/pyproject.toml | 2 +- packages/microcosm-frame/pyproject.toml | 2 +- .../adapters/policyengine_uk_concepts.py | 4 +- .../concept-coverage/policyengine-uk.json | 2 +- .../parity/uk_spine/sources/fixture.json | 8 ++-- .../fixtures/parity/uk_spine/uk_spine.json | 2 +- pyproject.toml | 4 +- uv.lock | 10 ++--- 24 files changed, 61 insertions(+), 61 deletions(-) delete mode 100644 changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md create mode 100644 changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md diff --git a/changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md b/changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md deleted file mode 100644 index 46ddb80097..0000000000 --- a/changelog.d/uk-policyengine-uk-2-162-10-pr-2695.changed.md +++ /dev/null @@ -1 +0,0 @@ -The UK lock moves from policyengine-uk 2.162.8 to 2.162.10 plus PolicyEngine/policyengine-uk#2695, installed from that pull request's head commit (ead3444d) until the release that carries it, when the lock moves to that release. Since 2.157.0 (policyengine-uk#2066) the property allowance election (`uses_property_allowance`) worked out every benefit for the whole population on each of its comparison branches, which made Microcosm UK microsimulations several times slower (policyengine-uk#2694); #2695 settles the elections the winter fuel payment charge cannot change without it and keeps every election's result. 2.162.9 and 2.162.10 add the 2010 to 2012 minimum wage history and the Employment and Support Allowance permitted-work limit set from the national minimum wage. The uprating and bonus-sacrifice engine pins keep every value, the concept coverage finds no input added or removed, and the engine pin test reads the lock's direct reference. diff --git a/changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md b/changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md new file mode 100644 index 0000000000..be66812d14 --- /dev/null +++ b/changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md @@ -0,0 +1 @@ +The UK lock moves from policyengine-uk 2.162.8 to 2.162.12 plus PolicyEngine/policyengine-uk#2695, installed from that pull request's head commit (b71ce793, the 2.162.12 release merged into it) until the release that carries it, when the lock moves to that release. Since 2.157.0 (policyengine-uk#2066) the property allowance election (`uses_property_allowance`) worked out every benefit for the whole population on each of its comparison branches, which made Microcosm UK microsimulations several times slower (policyengine-uk#2694); #2695 settles the elections the winter fuel payment charge cannot change without it and keeps every election's result. 2.162.9 to 2.162.12 add the 2010 to 2012 minimum wage history and the Employment and Support Allowance permitted-work limit set from the national minimum wage, and impute non-workers' wages once per participation step (outputs unchanged). The uprating and bonus-sacrifice engine pins keep every value, the concept coverage finds no input added or removed, and the engine pin test reads the lock's direct reference. diff --git a/docs/concept-coverage/policyengine-uk.md b/docs/concept-coverage/policyengine-uk.md index 440630c2a6..092d233e41 100644 --- a/docs/concept-coverage/policyengine-uk.md +++ b/docs/concept-coverage/policyengine-uk.md @@ -1,6 +1,6 @@ # Concept coverage: policyengine-uk -Engine version `2.162.10`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. +Engine version `2.162.12`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. - Engine inputs: 357 - Fed by a concept: 41 diff --git a/packages/microcosm-build/pyproject.toml b/packages/microcosm-build/pyproject.toml index 755bd8bc29..2087dc561c 100644 --- a/packages/microcosm-build/pyproject.toml +++ b/packages/microcosm-build/pyproject.toml @@ -46,7 +46,7 @@ us = [ # The UK extra adds the rules engine for local metric generation from a # Microcosm UK H5. Target tables remain explicit inputs, and the base package # still does not import policyengine-uk at import time. -uk = ["policyengine-uk>=2.162.10", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] +uk = ["policyengine-uk>=2.162.12", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] [project.scripts] microcosm-build-uk = "microcosm.build.uk_runtime.full_build_cli:main" diff --git a/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json b/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json index 1b5e1efbfa..513edd253a 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json +++ b/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json @@ -2,7 +2,7 @@ "schema_version": 1, "engine": { "package": "policyengine-uk", - "version": "2.162.10" + "version": "2.162.12" }, "written_by": "tools/pin_uk_bonus_sacrifice_anchor.py", "source": { diff --git a/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json b/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json index 0a0562e8a7..c949e7ed61 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json +++ b/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json @@ -2,7 +2,7 @@ "schema_version": 1, "engine": { "package": "policyengine-uk", - "version": "2.162.10" + "version": "2.162.12" }, "basis": "policyengine-uk parameter ratio between 1 January of the fact's opening year and 1 January of the calibration year (the SPI donor rebasing convention)", "written_by": "tools/pin_uk_uprating_engine_values.py", diff --git a/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json b/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json index b4e38feabb..483fce50ce 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json +++ b/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json @@ -470,7 +470,7 @@ "required_mass_change_reason": "Capital-gains incidence anchor moves the mass of non-liable clone households back to their paired originals until the sub-exempt and loss-making clone mass match the Advani-Summers reporter composition at the redrawn liable mass; every pair's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Advani and Summers (2020), Capital Gains and UK Inequality, CAGE Working Paper 465", "survey": "Family Resources Survey 2024-25, SPI synthetic support, the HMRC Table 3 redrawn gains on the spine and Advani-Summers capital-gains incidence" @@ -493,7 +493,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Advani and Summers (2020), Capital Gains and UK Inequality, CAGE Working Paper 465", "survey": "Family Resources Survey 2024-25, SPI synthetic support, and Advani-Summers capital-gains incidence" @@ -516,7 +516,7 @@ "required_mass_change_reason": "Capital-gains residential split divides every household carrying liable gainers into arms weighted by the solved residential probabilities, one arm per subset of residential gainers; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "https://www.gov.uk/government/statistics/capital-gains-tax-statistics", "survey": "HMRC Capital Gains Tax statistics 2026 release, Table 8 (UK residential property disposals, 2024-25, administrative) on the amounts the Table 3 redraw placed" @@ -538,7 +538,7 @@ "required_mass_change_reason": "Capital-gains support split divides the wealthiest households of each HMRC Table 3 income band into light copies at equal weight; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "HMRC Capital Gains Tax statistics, July 2026 release, Table 3 for 2024-25, via the vendored conditioning facts", "survey": "Family Resources Survey 2024-25, SPI synthetic support and HMRC Capital Gains Tax statistics Table 3 (2024-25 individuals by size of gain and taxable income)" @@ -567,7 +567,7 @@ "required_mass_change_reason": "ETB public-services imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "UK Data Service SN 8856 Effects of Taxes and Benefits household tab, DfT rail fare index, and public NHS activity/cost table.", "survey": "Effects of Taxes and Benefits 1977-2024 and NHS age-gender public table" @@ -587,7 +587,7 @@ "required_mass_change_reason": "ETB VAT expenditure-rate imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "UK Data Service SN 8856 Effects of Taxes and Benefits household tab and cited VAT anchor resource.", "survey": "Effects of Taxes and Benefits 1977-2024" @@ -609,7 +609,7 @@ "required_mass_change_reason": "High-value home support divides every owner household in the top value stratum of its region into light copies at equal weight; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Microcosm structural operator (microcosm#1240 fix 1); no publisher input", "survey": "Family Resources Survey 2024-25 and SPI synthetic support, after the WAS wealth draw and the regional property uprating" @@ -630,7 +630,7 @@ "required_mass_change_reason": "CGT asset-type assignment on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "https://www.gov.uk/government/statistics/capital-gains-tax-statistics", "survey": "HMRC Capital Gains Tax statistics 2026 release, Table 8 (UK residential property disposals, 2024-25, administrative), Table 4.1 (individuals claiming Business Asset Disposal Relief or Investors' Relief by band of qualifying gain, 2024-25, administrative) and Table 7 (disposals, proceeds and gains by asset type, 2023-24, sample-based), vendored from the pinned Chronicle feed" @@ -654,7 +654,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "conditioning_resource": "hmrc_cgt_conditioning_facts.json", "conditioning_resource_sha256": "e54cdad4cfe4498bfddb329d6b0aef468ea542a55c1970df574859626a3d19d3", @@ -744,7 +744,7 @@ "full_frs_tei_band_unavailable" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "hmrc_surface": "2023-24", "mapped_build_period": "2024", @@ -812,7 +812,7 @@ "required_mass_change_reason": "LCFS consumption imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "UK Data Service SN 9603 Living Costs and Food Survey 2024-25 (2nd edition) household/person tabs and the vendored Chronicle facts for NEED 2024 mean kWh, DESNZ Energy Trends and QEP average prices paid for calendar 2024, road-fuel outturn (DESNZ, HMRC, ONS Consumer Trends) and road fuel by vehicle type (DESNZ), ONS Consumer Trends household spending by COICOP division, the DfT VEH1103 licensed-car stock, NTS bus use, and the DfT and devolved bus finance tables and fares indices.", "survey": "Living Costs and Food Survey 2024-25" @@ -838,7 +838,7 @@ "required_mass_change_reason": "NTS bus-travel imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Department for Transport National Travel Survey, UK Data Service SN 5340 (End User Licence, 19th edition, November 2025), DOI 10.5255/UKDA-SN-5340-19; local licensed tab files (household, individual, trip); England residents only from 2013.", "survey": "National Travel Survey 2002-2024" @@ -858,7 +858,7 @@ "required_mass_change_reason": "Private-school attendance stored on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "policyengine-uk attends_private_school (the gov.simulation.private_school_vat attendance rates and factor), evaluated by the pinned engine", "survey": "policyengine-uk private-school attendance imputation, stored at the spine's weights" @@ -881,7 +881,7 @@ "property_finance_costs" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "https://www.gov.uk/government/statistics/property-rental-income-statistics", "survey": "Survey of Personal Incomes Public Use Tape 2022-23 and HMRC Property Rental Income Statistics 2026 (tax year 2024-25)" @@ -902,7 +902,7 @@ "required_mass_change_reason": "Annual property purchases imputed on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "https://www.gov.uk/government/statistics/uk-stamp-tax-statistics", "survey": "HMRC Annual Stamp Tax Statistics 2024 to 2025 (corrected 11 March 2026), Tables 6b, 8a and 8b" @@ -925,7 +925,7 @@ "property_wealth" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "uk/high_value_home_value_knots.json, built by tools/build_uk_high_value_home_stock.py from PolicyEngine/chronicle#343's registrations", "survey": "HM Land Registry Price Paid latest sales uprated with the UK House Price Index, owner-weighted by region (the dense value node's knots, region level)" @@ -949,7 +949,7 @@ "non_residential_property_value" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "MHCLG dwellings and the UK House Price Index regional average price averaged over the twelve months of calendar 2024 from the July 2026 full file, the frame's valuation basis, so the engine's annual uprating from 2024 projects the value once (microcosm#1240 fix 5).", "survey": "Public regional property reference" @@ -977,7 +977,7 @@ "employment_income" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "HMRC, Salary sacrifice reform for pension contributions effective from 6 April 2029", "survey": "Family Resources Survey 2024-25 salary-sacrifice respondents and HMRC salary-sacrifice reform analysis" @@ -1010,7 +1010,7 @@ "household_source_id" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Reserved SPI support households for the HMRC Table 2.5 total-income bands from GBP 200,000, stacked at the published band taxpayer count over the donors per band (PolicyEngine/chronicle#280 lane).", "survey": "Survey of Personal Incomes Public Use Tape 2022-23 and HMRC Income Tax liabilities statistics July 2026 Table 2.5" @@ -1032,7 +1032,7 @@ "student_loan_plan" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Explore Education Statistics Table 6a, Higher education total", "survey": "Family Resources Survey 2024-25 and Student Loans Company borrower forecasts for England" @@ -1054,7 +1054,7 @@ "required_mass_change_reason": "WAS Lifetime ISA imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Office for National Statistics Wealth and Assets Survey, UK Data Service SN 7215, DOI 10.5255/UKDA-SN-7215-20; local licensed round-8 person and household tabs (interviews April 2020 to March 2022, Great Britain).", "survey": "Wealth and Assets Survey round 8" @@ -1093,7 +1093,7 @@ "required_mass_change_reason": "WAS wealth imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "d862ca5695fcfcd162dd3af467f7f763fd051142de0bd94873f0d251fc84a8cc", + "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", "source_vintages": { "source": "Office for National Statistics Wealth and Assets Survey, UK Data Service SN 7215, DOI 10.5255/UKDA-SN-7215-20; local licensed 2006-22 household tab.", "survey": "Wealth and Assets Survey round 8" diff --git a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json index bb402a1fc3..9ba1a0ec9a 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json +++ b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json @@ -1129,7 +1129,7 @@ "maximum_extended_childcare_hours_usage", "max_free_entitlement_hours_used" ], - "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.10's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30." + "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.12's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30." }, { "stage": "frs_person_draws", @@ -6057,7 +6057,7 @@ "frs_benunit_capital", "would_claim_uc" ], - "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.10 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base." + "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.12 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base." }, { "stage": "uc_take_up", @@ -6907,7 +6907,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount" ], @@ -6988,7 +6988,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount", "gov.hmrc.cgt.badr.lifetime_limit", diff --git a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml index ee9901d078..cd3395a5aa 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml +++ b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml @@ -1029,7 +1029,7 @@ stages: nonnegative_outputs: - maximum_extended_childcare_hours_usage - max_free_entitlement_hours_used - notes: Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.10's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30. + notes: Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.12's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30. - stage: frs_person_draws survey: Family Resources Survey 2024-25 source: Sourced UK take-up contract rates and identity-keyed deterministic draws. @@ -4890,7 +4890,7 @@ stages: rewrites: - frs_benunit_capital - would_claim_uc - notes: Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.10 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base. + notes: Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.12 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base. - stage: uc_take_up survey: Family Resources Survey 2024-25 source: 'DWP Stat-Xplore, Households on Universal Credit by family type and monthly award amount band, April to December 2025, applied to PolicyEngine-UK pre-take-up Universal Credit awards after the SPI income chain and UC capital coherence.' @@ -5554,7 +5554,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.162.10 via microcosm-build[uk] + dependency: policyengine-uk>=2.162.12 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount instant_rule: raw dated parameter files evaluated at 1 June of the build period's tax year @@ -5619,7 +5619,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.162.10 via microcosm-build[uk] + dependency: policyengine-uk>=2.162.12 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount - gov.hmrc.cgt.badr.lifetime_limit diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py index 662961f205..3cc3671076 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py @@ -80,7 +80,7 @@ for output in (*FRS_TAKE_UP_OUTPUT_COLUMNS, *FRS_TAKE_UP_PERSON_OUTPUT_COLUMNS) } # Universal Credit is claimable only by a benefit unit whose claimant or -# partner meets its age conditions: policyengine-uk 2.162.10's ``is_uc_eligible`` +# partner meets its age conditions: policyengine-uk 2.162.12's ``is_uc_eligible`` # (capital aside) needs a single or joint claimant, taken from # ``is_uc_claimant``, who meets UC's minimum age and has not reached Pension # Credit qualifying age. The draw's population is therefore the units with a diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py index b65ea93a91..dd64f70bc4 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py @@ -437,8 +437,8 @@ def assert_installed_engine_is_pinned() -> str: jobs and the H2 parity run them on the lock. Three things must hold. The distribution's version is the pinned one, - exactly, so a post-release or a local build of it (``2.162.10.post1``, - ``2.162.10+local``) is refused. ``policyengine_uk`` imports from that + exactly, so a post-release or a local build of it (``2.162.12.post1``, + ``2.162.12+local``) is refused. ``policyengine_uk`` imports from that distribution's own files, so a copy earlier on ``sys.path`` or an editable install is refused. And its ``__init__.py`` matches the distribution's RECORD, so a stale record beside other files is refused where the files diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py index 57ba43b666..67bd7b87e6 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py @@ -76,7 +76,7 @@ _UC_CAPITAL_LEVELS = ("exact_cell", *UC_CAPITAL_COARSENING) #: The UC capital limits the receipt measures the redraw against. _UC_CAPITAL_RECEIPT_LIMITS = (6_000.0, 16_000.0) -#: policyengine-uk 2.162.10 counts these household property values as Universal +#: policyengine-uk 2.162.12 counts these household property values as Universal #: Credit capital (``property_sources`` under #: ``gov.dwp.universal_credit.means_test.capital``, at 90% of value less any #: secured debt since 2.136.1) and as Pension Credit capital (the ``sources`` diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py index 29abf5a9fb..1ad2b564f5 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py @@ -28,7 +28,7 @@ PRIMARY_QRF_WORKER_MODULE = "microcosm.build.us_runtime.puf_qrf_worker" PRIMARY_QRF_INTERPRETER_PLACEHOLDER = "{python_interpreter}" APPROVED_UV_LOCK_SHA256 = ( - "78c4255b9b108964248328b251f0148b75332b945f9d5ed23eb3ef08de08cda3" + "7f040fe9beeca549b2abdb74d343ba45495035f6663c29c348a907336daefb56" ) LEGACY_CAMPAIGN_UV_LOCK_SHA256 = ( "27f47e385cfa35e2644a37410d1804b361ad9aee123577551c8421547bda65ee" diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py b/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py index 77c8e94eb9..6177559c0b 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py @@ -1,4 +1,4 @@ -"""The DfE spring-term measures on hand-built households (policyengine-uk 2.162.10).""" +"""The DfE spring-term measures on hand-built households (policyengine-uk 2.162.12).""" from __future__ import annotations diff --git a/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py b/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py index b56072f6c9..4a4a65ae52 100644 --- a/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py +++ b/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py @@ -31,14 +31,14 @@ } #: What every UK install path resolves: the locked policyengine-uk and the #: policyengine-core its own floor brings. Until the release that carries -#: PolicyEngine/policyengine-uk#2695, the lock installs policyengine-uk 2.162.10 +#: PolicyEngine/policyengine-uk#2695, the lock installs policyengine-uk 2.162.12 #: plus that pull request from its head commit, which uv exports as a direct #: reference rather than a version. UK_ENGINE = { "policyengine-core": "3.33.3", "policyengine-uk": ( "git+https://github.com/PolicyEngine/policyengine-uk" - "@ead3444d7b57284d8e90eab79c55bc206326e22a" + "@b71ce793406a368465ad8b7f4000a1141bd60751" ), } ENGINE_PACKAGES = ("microcosm-build", "microcosm-data", "microcosm-frame") diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py index ef21c028c4..efdf6f96a3 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py @@ -221,7 +221,7 @@ def test_uc_take_up_population_excludes_units_without_a_working_age_adult() -> N def test_uc_take_up_population_needs_a_claimant_or_partner_of_working_age() -> None: """A working-age dependant does not bring a unit into the UC population. - policyengine-uk 2.162.10's is_uc_eligible reads the age of the unit's UC + policyengine-uk 2.162.12's is_uc_eligible reads the age of the unit's UC claimant or partner (is_uc_claimant), not of any adult: a pensioner unit with an 18-year-old dependant cannot claim Universal Credit. """ diff --git a/packages/microcosm-data/pyproject.toml b/packages/microcosm-data/pyproject.toml index 90db7c1cc8..5647840837 100644 --- a/packages/microcosm-data/pyproject.toml +++ b/packages/microcosm-data/pyproject.toml @@ -37,7 +37,7 @@ us = ["policyengine-us>=2.2.1,<3", "policyengine-core==3.32.5"] # The UK artifact lives in a PRIVATE repo (UK Data Service licence): loads # require an authenticated HF token with access. The loader surfaces the # 401 with that explanation rather than retrying. -uk = ["policyengine-uk>=2.162.10"] +uk = ["policyengine-uk>=2.162.12"] [project.urls] Homepage = "https://microcosm.institute" diff --git a/packages/microcosm-frame/pyproject.toml b/packages/microcosm-frame/pyproject.toml index 1f90341eae..7fc8eb7de6 100644 --- a/packages/microcosm-frame/pyproject.toml +++ b/packages/microcosm-frame/pyproject.toml @@ -22,7 +22,7 @@ policyengine = [ "policyengine-core==3.32.5", "microunit>=0.1.0", ] -uk = ["policyengine-uk>=2.162.10"] +uk = ["policyengine-uk>=2.162.12"] # The Axiom adapter's PyPI-resolvable dependencies. The engine itself # (axiom-rules-engine + its dense native extension) is not on PyPI yet and # installs from a checkout; see microcosm/frame/adapters/axiom.py. diff --git a/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py b/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py index 575843f18c..853375d202 100644 --- a/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py +++ b/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py @@ -35,7 +35,7 @@ # --------------------------------------------------------------------------- # # Which PolicyEngine-UK inputs each engine-neutral concept feeds -# (microcosm.frame.concepts), reviewed against policyengine-uk 2.162.10. Every +# (microcosm.frame.concepts), reviewed against policyengine-uk 2.162.12. Every # target is a pure input (in ``PolicyEngineUKEngine.variables``). The UK # loader also accepts some formula-owned variables as overrides # (``employment_income``, ``state_pension_reported``, ``is_household_head``); @@ -435,7 +435,7 @@ def _uk_take_up(program: str, entity: str) -> InputBinding: POLICYENGINE_UK_CONCEPT_MAPPING = ConceptMapping( engine="policyengine-uk", - engine_version="2.162.10", + engine_version="2.162.12", entity_correspondence={"person": "person", "household": "household"}, input_declaration=InputDeclaration.ENGINE_TYPED, bindings=( diff --git a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json index 5ebad51f8f..4dffc7a06a 100644 --- a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json +++ b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json @@ -405,7 +405,7 @@ } ], "engine": "policyengine-uk", - "engine_version": "2.162.10", + "engine_version": "2.162.12", "input_count": 357, "schema_sha256": "5a55669d0447a686692911a6327ae298f19741dde29559f2654a75807878a141", "structural_inputs": [ diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json index 02d0e60ee3..a5afa3233b 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json @@ -288,7 +288,7 @@ "cgt_residential_split": { "artifacts": [ { - "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", "dependency_discipline": "deferred inside uk_cgt_policy_parameters; the base package never imports policyengine-uk at import time", "instant_rule": "raw dated parameter files evaluated at 1 June of the build period's tax year", "kind": "versioned_parameter_tree", @@ -2458,7 +2458,7 @@ "maximum_extended_childcare_hours_usage", "max_free_entitlement_hours_used" ], - "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.10's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30.", + "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.12's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30.", "operations": [ { "aggregates": { @@ -2639,7 +2639,7 @@ "hmrc_cgt_asset_type_spine": { "artifacts": [ { - "dependency": "policyengine-uk>=2.162.10 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", "dependency_discipline": "deferred inside uk_cgt_policy_parameters and uk_cgt_badr_parameters; the base package never imports policyengine-uk at import time", "instant_rule": "raw dated parameter files evaluated at 1 June of the build period's tax year", "kind": "versioned_parameter_tree", @@ -6604,7 +6604,7 @@ "artifacts": [], "grain": "benunit", "nonnegative_outputs": [], - "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.10 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (Mar\u00eda's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base.", + "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.12 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (Mar\u00eda's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base.", "operations": [ { "aggregates": { diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json index 3e1b14fd00..a7af7d0ac3 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json @@ -1 +1 @@ -{"country":"uk","nodes":[{"artifact_outputs":[{"name":"stage_evidence","type":{"name":"microcosm.stage-evidence","schema_version":1}}],"base":null,"citation":"","description":"Load the source-bound UK FRS root 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access_fund","education_grants","healthy_start_vouchers","free_school_breakfasts","free_school_fruit_veg","free_school_meals","council_tax_benefit_reported","maintenance_expenses","childcare_expenses","personal_pension_contributions","employee_pension_contributions","pension_contributions_via_salary_sacrifice","salary_sacrifice_reported","salary_sacrifice_asked","frs_bonus_amount","child_benefit_reported","income_support_reported","housing_benefit_reported","attendance_allowance_reported","dla_sc_reported","dla_m_reported","iidb_reported","carers_allowance_reported","would_claim_carers_allowance","sda_reported","afcs_reported","ssmg_reported","pension_credit_reported","child_tax_credit_reported","working_tax_credit_reported","state_pension_reported","winter_fuel_allowance_reported","incapacity_benefit_reported","universal_credit_reported","pip_m_reported","pip_dl_reported","jsa_contrib_reported","jsa_income_reported","esa_contrib_reported","esa_income_reported","esa_includes_support_component","bsp_reported","war_widows_pension_reported","widowed_parents_allowance_reported","relationship_to_head","ons_family_role","ons_family_index","is_looked_after_by_local_authority","employment_status","employment_sector","sic_industry_division","aa_category","dla_sc_category","dla_m_category","pip_m_category","pip_dl_category","is_disabled_for_benefits","is_enhanced_disabled_for_benefits","is_severely_disabled_for_benefits","current_education","highest_education","is_in_non_advanced_education","is_in_approved_training","age_started_or_accepted_current_education_or_training","is_before_universal_credit_qualifying_young_person_terminal_date","adult_ema","child_ema","receives_benefits_in_own_right","reports_outstanding_student_loan","age_left_full_time_education","legacy_jobseeker_proxy","esa_health_condition_proxy","esa_support_group_proxy","disabled_students_allowance_eligible_expenses","max_free_entitlement_hours_used","would_claim_marriage_allowance","would_claim_scp","attends_private_school_random_draw","tax_free_childcare_spend_routed_share","is_apprentice","hmrc_spi_pay","hmrc_spi_unemployment_benefit_income","hmrc_spi_incapacity_benefit_income","ossben_identifiable_subset","srp_regular_code5","employer_pension_contributions","employment_income_annual_share","employment_income_other_spells","self_employment_income_annual_share","self_employment_income_other_spells","private_pension_income_annual_share","contributory_benefits_annual_share","person_source_id","person_support_channel","person_support_clone_index","person_is_spi_income_band_carrier","charitable_investment_gifts","gift_aid","other_investment_income","hmrc_spi_employment_benefits","hmrc_spi_employment_expenses","hmrc_spi_other_social_security_income","hmrc_spi_taxable_termination_pay","hmrc_spi_miscellaneous_employment_income","hmrc_spi_other_income","hmrc_spi_state_pension_income","property_finance_costs","hmrc_spi_employed_income","hmrc_spi_total_earned_income","hmrc_spi_total_investment_income","hmrc_spi_assessable_income","person_is_spi_income_recipient","student_loan_balance","has_lifetime_isa","lifetime_isa_balance","property_rental_income","local_bus_use_band","bus_in_london_trips","other_local_bus_trips","local_bus_trips","bus_pass_eligible","local_bus_single_fare_share","a_and_e_visits","admitted_patient_visits","outpatient_visits","nhs_a_and_e_spending","nhs_admitted_patient_spending","nhs_outpatient_spending","capital_gains","cgt_residential_probability","capital_gains_residential_property","capital_gains_asset_type","capital_gains_badr","pension_contributions_via_bonus_sacrifice","salary_sacrifice_pre_conversion_pay","student_loan_plan"],"entity":"person","rows":"all"}],"kernel":"uk.stage.private_school_attendance@1","mass":"conserve","outputs":[{"column":"attends_private_school","dtype":"bool","entity":"person","ownership":"produced","rows":"all"}],"params":{"numerical_dependencies":[["policyengine-uk","2.162.12"],["policyengine-core","3.33.3"],["numpy","2.4.6"],["pandas","3.0.3"],["scikit-learn","1.8.0"],["quantile-forest","1.4.2"]],"stage":"private_school_attendance","stage_contract_sha256":"7e44379c0331fe4c9de05cd76a075c1a6aa22cf0dec6cd2f91b277e70f14a038","time_period":"2024"},"population":"childcare_copy_take_up.boundary","sources":["frs"],"structural":"none","weights":null}],"sources":[{"codec":"csv-tables","description":"Content-bound UK FRS and donor fixture/source bundle.","name":"frs"}]} diff --git a/pyproject.toml b/pyproject.toml index d1b2a7d064..05702ba0fe 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -26,10 +26,10 @@ conflicts = [ members = ["packages/*"] [tool.uv.sources] -# policyengine-uk 2.162.10 plus PolicyEngine/policyengine-uk#2695 (the property +# policyengine-uk 2.162.12 plus PolicyEngine/policyengine-uk#2695 (the property # allowance election without the winter fuel payment charge where it cannot # change it), installed from its head until the release that carries it. -policyengine-uk = { git = "https://github.com/PolicyEngine/policyengine-uk", rev = "ead3444d7b57284d8e90eab79c55bc206326e22a" } +policyengine-uk = { git = "https://github.com/PolicyEngine/policyengine-uk", rev = "b71ce793406a368465ad8b7f4000a1141bd60751" } [dependency-groups] # openpyxl parses the OMB CBSA delineation workbook and NISRA's published diff --git a/uv.lock b/uv.lock index bde9ffdd33..7681280601 100644 --- a/uv.lock +++ b/uv.lock @@ -857,7 +857,7 @@ requires-dist = [ { name = "openpyxl", marker = "extra == 'uk'", specifier = ">=3.1" }, { name = "pandas", specifier = ">=2" }, { name = "policyengine-core", marker = "extra == 'us'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a" }, + { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, { name = "pyarrow", specifier = ">=15" }, { name = "pyyaml", specifier = ">=6" }, @@ -936,7 +936,7 @@ requires-dist = [ { name = "microcosm-diagnostics", editable = "packages/microcosm-diagnostics" }, { name = "packaging", specifier = ">=24" }, { name = "policyengine-core", marker = "extra == 'us'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a" }, + { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, ] provides-extras = ["us", "uk"] @@ -1055,7 +1055,7 @@ requires-dist = [ { name = "numpy", specifier = ">=2" }, { name = "pandas", specifier = ">=2.3" }, { name = "policyengine-core", marker = "extra == 'policyengine'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a" }, + { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751" }, { name = "policyengine-us", marker = "extra == 'policyengine'", specifier = ">=2.2.1,<3" }, { name = "tables", marker = "extra == 'axiom'", specifier = ">=3" }, ] @@ -1675,8 +1675,8 @@ wheels = [ [[package]] name = "policyengine-uk" -version = "2.162.10" -source = { git = "https://github.com/PolicyEngine/policyengine-uk?rev=ead3444d7b57284d8e90eab79c55bc206326e22a#ead3444d7b57284d8e90eab79c55bc206326e22a" } +version = "2.162.12" +source = { git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751#b71ce793406a368465ad8b7f4000a1141bd60751" } dependencies = [ { name = "microdf-python" }, { name = "policyengine-core", version = "3.33.3", source = { registry = "https://pypi.org/simple" } }, From db50ae8ddc8fdfc33cd438bf7ff23c526192246c Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 27 Oct 2026 15:12:36 +0000 Subject: [PATCH 4/9] Sign the dense build's gate-only failures and retire the stale entries Drafted by tools/draft_uk_dense_signoff.py from the first dense attempt of this pair, uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 at 90ff43f95, with its degenerate-surface failure set aside: that failure named only the two draught-share columns, which the previous commits' register excludes. Approved on 2026-10-27 by juaristi22 before the rebuild, so that it can pass without a reuse build: three national target-fit rows and twenty local target-fit cells added, the entries still earned kept, and one national and six local entries the attempt no longer earns retired. Every entry is scoped to the local line and suppresses only its release fence; the rows stay bound in the solve. The rebuild at this head solves anew on policyengine-uk 2.162.12 plus #2695. A row that moves there is re-drafted from the rebuild for a reuse build. Co-Authored-By: Claude Opus 5.5 --- ...301-uk-dense-signoff-2026-10-27.changed.md | 1 + .../local_target_fit_reviewed_exclusions.json | 230 ++++++++++++++---- .../uk/target_fit_reviewed_exclusions.json | 40 ++- .../engine_free/uk/test_uk_terminal_gates.py | 30 ++- 4 files changed, 239 insertions(+), 62 deletions(-) create mode 100644 changelog.d/1301-uk-dense-signoff-2026-10-27.changed.md diff --git a/changelog.d/1301-uk-dense-signoff-2026-10-27.changed.md b/changelog.d/1301-uk-dense-signoff-2026-10-27.changed.md new file mode 100644 index 0000000000..d9a63cc029 --- /dev/null +++ b/changelog.d/1301-uk-dense-signoff-2026-10-27.changed.md @@ -0,0 +1 @@ +Sign dense build 1's gate-only failures for the local line (microcosm#1301, attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865): 3 national target-fit rows, 20 local target-fit cells and 0 areas below the support floor, approved 2026-10-27; 7 entries that build 2 would fail are retired. Every signed row stays bound in the solve, each entry suppresses only the local line's release fence, and a build in which a signed row passes fails its entry as stale. diff --git a/packages/microcosm-build/src/microcosm/build/uk/local_target_fit_reviewed_exclusions.json b/packages/microcosm-build/src/microcosm/build/uk/local_target_fit_reviewed_exclusions.json index ce64c40f6b..c587c464ee 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/local_target_fit_reviewed_exclusions.json +++ b/packages/microcosm-build/src/microcosm/build/uk/local_target_fit_reviewed_exclusions.json @@ -142,36 +142,6 @@ "local" ] }, - "domestic_energy/S12000013/energy/gas_connected_households": { - "reason": "Gate-only sign-off of the local cell domestic_energy/S12000013/energy/gas_connected_households on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261018T161007Z-35fb4c89 (full gate report sha256 46d42e6abf5fa8eaf08e3301a982703f113838c41cb7869340a3a41bafc6407f) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", - "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1310).", - "approved_on": "2026-10-19", - "expires_on": "2026-11-16", - "release_lines": [ - "local" - ] - }, - "domestic_energy/S12000017/energy/gas_connected_households": { - "reason": "Gate-only sign-off of the local cell domestic_energy/S12000017/energy/gas_connected_households on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261018T161007Z-35fb4c89 (full gate report sha256 46d42e6abf5fa8eaf08e3301a982703f113838c41cb7869340a3a41bafc6407f) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", - "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1310).", - "approved_on": "2026-10-19", - "expires_on": "2026-11-16", - "release_lines": [ - "local" - ] - }, - "domestic_energy/S12000023/energy/electricity_kwh": { - "reason": "Gate-only sign-off of the local cell domestic_energy/S12000023/energy/electricity_kwh on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261018T161007Z-35fb4c89 (full gate report sha256 46d42e6abf5fa8eaf08e3301a982703f113838c41cb7869340a3a41bafc6407f) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", - "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1310).", - "approved_on": "2026-10-19", - "expires_on": "2026-11-16", - "release_lines": [ - "local" - ] - }, "age_structure/E14001301/age/20_30": { "reason": "Gate-only sign-off of the local cell age_structure/E14001301/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261026T091056Z-824870f6 (full gate report sha256 abf245413ca0809f9f261e650c352ef310d11e19960b8e4c5ade3bc57dddf411) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", "approved_by": "juaristi22", @@ -202,32 +172,202 @@ "local" ] }, - "domestic_energy/W06000008/energy/gas_connected_households": { - "reason": "Gate-only sign-off of the local cell domestic_energy/W06000008/energy/gas_connected_households on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261026T091056Z-824870f6 (full gate report sha256 abf245413ca0809f9f261e650c352ef310d11e19960b8e4c5ade3bc57dddf411) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "age_structure/E06000018/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E06000018/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1396).", - "approved_on": "2026-10-26", - "expires_on": "2026-11-23", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", "release_lines": [ "local" ] }, - "tenure/E09000020/tenure/owned_outright": { - "reason": "Gate-only sign-off of the local cell tenure/E09000020/tenure/owned_outright on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261026T091056Z-824870f6 (full gate report sha256 abf245413ca0809f9f261e650c352ef310d11e19960b8e4c5ade3bc57dddf411) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "age_structure/E07000178/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E07000178/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1396).", - "approved_on": "2026-10-26", - "expires_on": "2026-11-23", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", "release_lines": [ "local" ] }, - "tenure/S12000029/tenure/private_rent": { - "reason": "Gate-only sign-off of the local cell tenure/S12000029/tenure/private_rent on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261026T091056Z-824870f6 (full gate report sha256 abf245413ca0809f9f261e650c352ef310d11e19960b8e4c5ade3bc57dddf411) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "age_structure/E14001081/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E14001081/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1396).", - "approved_on": "2026-10-26", - "expires_on": "2026-11-23", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/E14001231/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E14001231/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/E14001327/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E14001327/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/E14001352/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E14001352/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/E14001410/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E14001410/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/E14001420/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/E14001420/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/S12000013/age/20_30": { + "reason": "Gate-only sign-off of the local cell age_structure/S12000013/age/20_30 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/S12000013/age/60_70": { + "reason": "Gate-only sign-off of the local cell age_structure/S12000013/age/60_70 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "age_structure/S14000027/age/60_70": { + "reason": "Gate-only sign-off of the local cell age_structure/S14000027/age/60_70 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/E09000020/council_tax/band_g": { + "reason": "Gate-only sign-off of the local cell council_tax/E09000020/council_tax/band_g on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/E09000030/council_tax/band_f": { + "reason": "Gate-only sign-off of the local cell council_tax/E09000030/council_tax/band_f on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/E09000033/council_tax/band_f": { + "reason": "Gate-only sign-off of the local cell council_tax/E09000033/council_tax/band_f on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/E09000033/council_tax/band_g": { + "reason": "Gate-only sign-off of the local cell council_tax/E09000033/council_tax/band_g on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/S12000013/council_tax/band_f": { + "reason": "Gate-only sign-off of the local cell council_tax/S12000013/council_tax/band_f on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/S12000035/council_tax/band_b": { + "reason": "Gate-only sign-off of the local cell council_tax/S12000035/council_tax/band_b on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "council_tax/W06000018/council_tax/band_h": { + "reason": "Gate-only sign-off of the local cell council_tax/W06000018/council_tax/band_h on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "tenure/E09000033/tenure/owned_mortgage": { + "reason": "Gate-only sign-off of the local cell tenure/E09000033/tenure/owned_mortgage on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "uc_households/E14001098/uc_hh_3plus_children": { + "reason": "Gate-only sign-off of the local cell uc_households/E14001098/uc_hh_3plus_children on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", "release_lines": [ "local" ] diff --git a/packages/microcosm-build/src/microcosm/build/uk/target_fit_reviewed_exclusions.json b/packages/microcosm-build/src/microcosm/build/uk/target_fit_reviewed_exclusions.json index 241fce262b..01aa01ffb4 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/target_fit_reviewed_exclusions.json +++ b/packages/microcosm-build/src/microcosm/build/uk/target_fit_reviewed_exclusions.json @@ -42,16 +42,6 @@ "local" ] }, - "hmrc/private_pension_income_income_band_15_000_to_20_000@2025": { - "reason": "Gate-only sign-off of the national target row hmrc/private_pension_income_income_band_15_000_to_20_000@2025 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261018T161007Z-35fb4c89 (full gate report sha256 46d42e6abf5fa8eaf08e3301a982703f113838c41cb7869340a3a41bafc6407f) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", - "approved_by": "juaristi22", - "adjudication": "Gate-only sign-off of the local release's measured build, drafted from its run (microcosm#1301, microcosm#1310).", - "approved_on": "2026-10-19", - "expires_on": "2026-11-16", - "release_lines": [ - "local" - ] - }, "hmrc/state_pension_count_income_band_500_000_to_1_000_000@2025": { "reason": "Gate-only sign-off of the national target row hmrc/state_pension_count_income_band_500_000_to_1_000_000@2025 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261026T091056Z-824870f6 (full gate report sha256 abf245413ca0809f9f261e650c352ef310d11e19960b8e4c5ade3bc57dddf411) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", "approved_by": "juaristi22", @@ -61,6 +51,36 @@ "release_lines": [ "local" ] + }, + "hmrc.spi.savings_interest_income.amount_by_total_income_band.band_15000@2025": { + "reason": "Gate-only sign-off of the national target row hmrc.spi.savings_interest_income.amount_by_total_income_band.band_15000@2025 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "hmrc.spi.savings_interest_income.amount_by_total_income_band.band_20000@2025": { + "reason": "Gate-only sign-off of the national target row hmrc.spi.savings_interest_income.amount_by_total_income_band.band_20000@2025 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] + }, + "hmrc.spi.savings_interest_income.amount_by_total_income_band.band_30000@2025": { + "reason": "Gate-only sign-off of the national target row hmrc.spi.savings_interest_income.amount_by_total_income_band.band_30000@2025 on the local line (microcosm#1301). On dense build-1 attempt uk-local-candidate-f100-s42-20261027T022836Z-d5f72865 (full gate report sha256 a859f46bd70604adac1b7d6cd419c6a3aae87828a0943d318b3722022e6b2e00) it breached the target-fit release bound (max_abs_relative_error 0.25). It stays bound in the solve: this entry suppresses only the release fence on the local line, and a build in which it is back inside the bound fails the entry as stale.", + "approved_by": "juaristi22", + "adjudication": "microcosm#1301 route, drafted from the first dense build of the pair on microcosm#1411 (sign-off 2026-10-27)", + "approved_on": "2026-10-27", + "expires_on": "2026-11-24", + "release_lines": [ + "local" + ] } } } diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py index b375df610d..1b959507f7 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_terminal_gates.py @@ -613,11 +613,13 @@ def test_committed_target_fit_register_retains_only_live_deferrals() -> None: # to +23.4 % across the C3 and final arms, inside the bound, and the gate # fails the deferral as stale. assert set(register) == { + "hmrc.spi.savings_interest_income.amount_by_total_income_band.band_15000@2025", + "hmrc.spi.savings_interest_income.amount_by_total_income_band.band_20000@2025", + "hmrc.spi.savings_interest_income.amount_by_total_income_band.band_30000@2025", "hmrc/dividend_income_income_band_20_000_to_30_000@2025", "hmrc/dividend_income_income_band_30_000_to_40_000@2025", "hmrc/dividend_income_income_band_40_000_to_50_000@2025", "hmrc/private_pension_income_income_band_12_570_to_15_000@2025", - "hmrc/private_pension_income_income_band_15_000_to_20_000@2025", "hmrc/state_pension_count_income_band_500_000_to_1_000_000@2025", } assert {record.release_lines for record in register.values()} == {("local",)} @@ -643,29 +645,43 @@ def test_committed_local_target_fit_register_is_empty_and_well_formed() -> None: assert "%" not in record.reason, key assert uk_default_local_target_fit_reviewed_exclusions() is register assert set(register) == { + "age_structure/E06000018/age/20_30", "age_structure/E07000008/age/20_30", + "age_structure/E07000178/age/20_30", "age_structure/E14001080/age/20_30", + "age_structure/E14001081/age/20_30", "age_structure/E14001096/age/20_30", "age_structure/E14001131/age/20_30", "age_structure/E14001149/age/20_30", "age_structure/E14001182/age/20_30", + "age_structure/E14001231/age/20_30", "age_structure/E14001301/age/20_30", "age_structure/E14001319/age/20_30", + "age_structure/E14001327/age/20_30", "age_structure/E14001338/age/20_30", + "age_structure/E14001352/age/20_30", "age_structure/E14001353/age/20_30", + "age_structure/E14001410/age/20_30", "age_structure/E14001412/age/20_30", + "age_structure/E14001420/age/20_30", "age_structure/E14001467/age/20_30", + "age_structure/S12000013/age/20_30", + "age_structure/S12000013/age/60_70", + "age_structure/S14000027/age/60_70", "age_structure/W07000091/age/20_30", "council_tax/E06000014/council_tax/band_a", "council_tax/E09000020/council_tax/band_b", + "council_tax/E09000020/council_tax/band_g", + "council_tax/E09000030/council_tax/band_f", "council_tax/E09000033/council_tax/band_b", + "council_tax/E09000033/council_tax/band_f", + "council_tax/E09000033/council_tax/band_g", "council_tax/S12000013/council_tax/band_a", - "domestic_energy/S12000013/energy/gas_connected_households", - "domestic_energy/S12000017/energy/gas_connected_households", - "domestic_energy/S12000023/energy/electricity_kwh", - "domestic_energy/W06000008/energy/gas_connected_households", - "tenure/E09000020/tenure/owned_outright", - "tenure/S12000029/tenure/private_rent", + "council_tax/S12000013/council_tax/band_f", + "council_tax/S12000035/council_tax/band_b", + "council_tax/W06000018/council_tax/band_h", + "tenure/E09000033/tenure/owned_mortgage", + "uc_households/E14001098/uc_hh_3plus_children", } assert {record.release_lines for record in register.values()} == {("local",)} From daaf543023b8d3d327798c94a4028bd917a7bd73 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 27 Oct 2026 23:00:50 +0000 Subject: [PATCH 5/9] Pin policyengine-uk 2.162.14 from PyPI 2.162.14 is the first release on PyPI that carries PolicyEngine/policyengine-uk#2695: 2.162.13's release run stopped at its YAML test job's 30-minute limit, so it never published, and PolicyEngine/policyengine-uk#2697 raised the limit. Its package code outside the tests is the head commit the previous pin installed (b71ce793), so the interim git source goes and the lock takes the registry release. This pair's local-area cut stays the build at db50ae8dd, which records policyengine-uk 2.162.12; its national is built at this commit on 2.162.14. The uprating and bonus-sacrifice pins keep every value, concept coverage finds no input added or removed, and the coverage manifest, the H2 spine fixture, the version mentions and the US worker identity's lock digest move with the lock. Co-Authored-By: Claude Opus 5.5 --- ...olicyengine-uk-2-162-12-pr-2695.changed.md | 1 - .../uk-policyengine-uk-2-162-14.changed.md | 1 + docs/concept-coverage/policyengine-uk.md | 2 +- packages/microcosm-build/pyproject.toml | 2 +- .../build/uk/bonus_sacrifice_anchor.json | 2 +- .../build/uk/hmrc_uprating_engine_pins.json | 2 +- .../uk/release_input_coverage_manifest.json | 44 +++++++++---------- .../src/microcosm/build/uk/source_stages.json | 8 ++-- .../src/microcosm/build/uk/spec/sources.yaml | 8 ++-- .../microcosm/build/uk_runtime/frs_take_up.py | 2 +- .../build/uk_runtime/hmrc_uprating.py | 4 +- .../build/uk_runtime/uc_capital_coherence.py | 2 +- .../build/us_runtime/worker_identity.py | 2 +- .../engine/uk/test_uk_dfe_spring_term.py | 2 +- .../shared/test_engine_core_pins.py | 10 +---- .../engine_free/uk/test_uk_frs_stochastic.py | 2 +- packages/microcosm-data/pyproject.toml | 2 +- packages/microcosm-frame/pyproject.toml | 2 +- .../adapters/policyengine_uk_concepts.py | 4 +- .../concept-coverage/policyengine-uk.json | 2 +- .../parity/uk_spine/sources/fixture.json | 8 ++-- .../fixtures/parity/uk_spine/uk_spine.json | 2 +- pyproject.toml | 6 --- uv.lock | 14 +++--- 24 files changed, 63 insertions(+), 71 deletions(-) delete mode 100644 changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md create mode 100644 changelog.d/uk-policyengine-uk-2-162-14.changed.md diff --git a/changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md b/changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md deleted file mode 100644 index be66812d14..0000000000 --- a/changelog.d/uk-policyengine-uk-2-162-12-pr-2695.changed.md +++ /dev/null @@ -1 +0,0 @@ -The UK lock moves from policyengine-uk 2.162.8 to 2.162.12 plus PolicyEngine/policyengine-uk#2695, installed from that pull request's head commit (b71ce793, the 2.162.12 release merged into it) until the release that carries it, when the lock moves to that release. Since 2.157.0 (policyengine-uk#2066) the property allowance election (`uses_property_allowance`) worked out every benefit for the whole population on each of its comparison branches, which made Microcosm UK microsimulations several times slower (policyengine-uk#2694); #2695 settles the elections the winter fuel payment charge cannot change without it and keeps every election's result. 2.162.9 to 2.162.12 add the 2010 to 2012 minimum wage history and the Employment and Support Allowance permitted-work limit set from the national minimum wage, and impute non-workers' wages once per participation step (outputs unchanged). The uprating and bonus-sacrifice engine pins keep every value, the concept coverage finds no input added or removed, and the engine pin test reads the lock's direct reference. diff --git a/changelog.d/uk-policyengine-uk-2-162-14.changed.md b/changelog.d/uk-policyengine-uk-2-162-14.changed.md new file mode 100644 index 0000000000..b91b21077b --- /dev/null +++ b/changelog.d/uk-policyengine-uk-2-162-14.changed.md @@ -0,0 +1 @@ +The UK lock moves from policyengine-uk 2.162.8 to 2.162.14, the first release on PyPI that carries PolicyEngine/policyengine-uk#2695 (2.162.13 never published). Since 2.157.0 (policyengine-uk#2066) the property allowance election (`uses_property_allowance`) worked out every benefit for the whole population on each of its comparison branches, which made Microcosm UK microsimulations several times slower (policyengine-uk#2694); #2695 settles the elections the winter fuel payment charge cannot change without it and keeps every election's result. Before the release, the lock installed #2695's head commit (b71ce793, labelled 2.162.12), whose package code 2.162.14 releases unchanged; this branch's local-area cut ran on it and records policyengine-uk 2.162.12, and its national is built on 2.162.14. 2.162.9 to 2.162.12 add the 2010 to 2012 minimum wage history and the Employment and Support Allowance permitted-work limit set from the national minimum wage, and impute non-workers' wages once per participation step (outputs unchanged). The uprating and bonus-sacrifice engine pins keep every value, and the concept coverage finds no input added or removed. diff --git a/docs/concept-coverage/policyengine-uk.md b/docs/concept-coverage/policyengine-uk.md index 092d233e41..cc98f94f35 100644 --- a/docs/concept-coverage/policyengine-uk.md +++ b/docs/concept-coverage/policyengine-uk.md @@ -1,6 +1,6 @@ # Concept coverage: policyengine-uk -Engine version `2.162.12`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. +Engine version `2.162.14`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. - Engine inputs: 357 - Fed by a concept: 41 diff --git a/packages/microcosm-build/pyproject.toml b/packages/microcosm-build/pyproject.toml index 2087dc561c..92bafb9f7b 100644 --- a/packages/microcosm-build/pyproject.toml +++ b/packages/microcosm-build/pyproject.toml @@ -46,7 +46,7 @@ us = [ # The UK extra adds the rules engine for local metric generation from a # Microcosm UK H5. Target tables remain explicit inputs, and the base package # still does not import policyengine-uk at import time. -uk = ["policyengine-uk>=2.162.12", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] +uk = ["policyengine-uk>=2.162.14", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] [project.scripts] microcosm-build-uk = "microcosm.build.uk_runtime.full_build_cli:main" diff --git a/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json b/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json index 513edd253a..d73e08b638 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json +++ b/packages/microcosm-build/src/microcosm/build/uk/bonus_sacrifice_anchor.json @@ -2,7 +2,7 @@ "schema_version": 1, "engine": { "package": "policyengine-uk", - "version": "2.162.12" + "version": "2.162.14" }, "written_by": "tools/pin_uk_bonus_sacrifice_anchor.py", "source": { diff --git a/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json b/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json index c949e7ed61..8e12a36256 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json +++ b/packages/microcosm-build/src/microcosm/build/uk/hmrc_uprating_engine_pins.json @@ -2,7 +2,7 @@ "schema_version": 1, "engine": { "package": "policyengine-uk", - "version": "2.162.12" + "version": "2.162.14" }, "basis": "policyengine-uk parameter ratio between 1 January of the fact's opening year and 1 January of the calibration year (the SPI donor rebasing convention)", "written_by": "tools/pin_uk_uprating_engine_values.py", diff --git a/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json b/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json index 483fce50ce..d8887ec080 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json +++ b/packages/microcosm-build/src/microcosm/build/uk/release_input_coverage_manifest.json @@ -470,7 +470,7 @@ "required_mass_change_reason": "Capital-gains incidence anchor moves the mass of non-liable clone households back to their paired originals until the sub-exempt and loss-making clone mass match the Advani-Summers reporter composition at the redrawn liable mass; every pair's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Advani and Summers (2020), Capital Gains and UK Inequality, CAGE Working Paper 465", "survey": "Family Resources Survey 2024-25, SPI synthetic support, the HMRC Table 3 redrawn gains on the spine and Advani-Summers capital-gains incidence" @@ -493,7 +493,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Advani and Summers (2020), Capital Gains and UK Inequality, CAGE Working Paper 465", "survey": "Family Resources Survey 2024-25, SPI synthetic support, and Advani-Summers capital-gains incidence" @@ -516,7 +516,7 @@ "required_mass_change_reason": "Capital-gains residential split divides every household carrying liable gainers into arms weighted by the solved residential probabilities, one arm per subset of residential gainers; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "https://www.gov.uk/government/statistics/capital-gains-tax-statistics", "survey": "HMRC Capital Gains Tax statistics 2026 release, Table 8 (UK residential property disposals, 2024-25, administrative) on the amounts the Table 3 redraw placed" @@ -538,7 +538,7 @@ "required_mass_change_reason": "Capital-gains support split divides the wealthiest households of each HMRC Table 3 income band into light copies at equal weight; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "HMRC Capital Gains Tax statistics, July 2026 release, Table 3 for 2024-25, via the vendored conditioning facts", "survey": "Family Resources Survey 2024-25, SPI synthetic support and HMRC Capital Gains Tax statistics Table 3 (2024-25 individuals by size of gain and taxable income)" @@ -567,7 +567,7 @@ "required_mass_change_reason": "ETB public-services imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "UK Data Service SN 8856 Effects of Taxes and Benefits household tab, DfT rail fare index, and public NHS activity/cost table.", "survey": "Effects of Taxes and Benefits 1977-2024 and NHS age-gender public table" @@ -587,7 +587,7 @@ "required_mass_change_reason": "ETB VAT expenditure-rate imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "UK Data Service SN 8856 Effects of Taxes and Benefits household tab and cited VAT anchor resource.", "survey": "Effects of Taxes and Benefits 1977-2024" @@ -609,7 +609,7 @@ "required_mass_change_reason": "High-value home support divides every owner household in the top value stratum of its region into light copies at equal weight; every household's mass and the total household mass are conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Microcosm structural operator (microcosm#1240 fix 1); no publisher input", "survey": "Family Resources Survey 2024-25 and SPI synthetic support, after the WAS wealth draw and the regional property uprating" @@ -630,7 +630,7 @@ "required_mass_change_reason": "CGT asset-type assignment on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "https://www.gov.uk/government/statistics/capital-gains-tax-statistics", "survey": "HMRC Capital Gains Tax statistics 2026 release, Table 8 (UK residential property disposals, 2024-25, administrative), Table 4.1 (individuals claiming Business Asset Disposal Relief or Investors' Relief by band of qualifying gain, 2024-25, administrative) and Table 7 (disposals, proceeds and gains by asset type, 2023-24, sample-based), vendored from the pinned Chronicle feed" @@ -654,7 +654,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "conditioning_resource": "hmrc_cgt_conditioning_facts.json", "conditioning_resource_sha256": "e54cdad4cfe4498bfddb329d6b0aef468ea542a55c1970df574859626a3d19d3", @@ -744,7 +744,7 @@ "full_frs_tei_band_unavailable" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "hmrc_surface": "2023-24", "mapped_build_period": "2024", @@ -812,7 +812,7 @@ "required_mass_change_reason": "LCFS consumption imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "UK Data Service SN 9603 Living Costs and Food Survey 2024-25 (2nd edition) household/person tabs and the vendored Chronicle facts for NEED 2024 mean kWh, DESNZ Energy Trends and QEP average prices paid for calendar 2024, road-fuel outturn (DESNZ, HMRC, ONS Consumer Trends) and road fuel by vehicle type (DESNZ), ONS Consumer Trends household spending by COICOP division, the DfT VEH1103 licensed-car stock, NTS bus use, and the DfT and devolved bus finance tables and fares indices.", "survey": "Living Costs and Food Survey 2024-25" @@ -838,7 +838,7 @@ "required_mass_change_reason": "NTS bus-travel imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Department for Transport National Travel Survey, UK Data Service SN 5340 (End User Licence, 19th edition, November 2025), DOI 10.5255/UKDA-SN-5340-19; local licensed tab files (household, individual, trip); England residents only from 2013.", "survey": "National Travel Survey 2002-2024" @@ -858,7 +858,7 @@ "required_mass_change_reason": "Private-school attendance stored on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "policyengine-uk attends_private_school (the gov.simulation.private_school_vat attendance rates and factor), evaluated by the pinned engine", "survey": "policyengine-uk private-school attendance imputation, stored at the spine's weights" @@ -881,7 +881,7 @@ "property_finance_costs" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "https://www.gov.uk/government/statistics/property-rental-income-statistics", "survey": "Survey of Personal Incomes Public Use Tape 2022-23 and HMRC Property Rental Income Statistics 2026 (tax year 2024-25)" @@ -902,7 +902,7 @@ "required_mass_change_reason": "Annual property purchases imputed on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "https://www.gov.uk/government/statistics/uk-stamp-tax-statistics", "survey": "HMRC Annual Stamp Tax Statistics 2024 to 2025 (corrected 11 March 2026), Tables 6b, 8a and 8b" @@ -925,7 +925,7 @@ "property_wealth" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "uk/high_value_home_value_knots.json, built by tools/build_uk_high_value_home_stock.py from PolicyEngine/chronicle#343's registrations", "survey": "HM Land Registry Price Paid latest sales uprated with the UK House Price Index, owner-weighted by region (the dense value node's knots, region level)" @@ -949,7 +949,7 @@ "non_residential_property_value" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "MHCLG dwellings and the UK House Price Index regional average price averaged over the twelve months of calendar 2024 from the July 2026 full file, the frame's valuation basis, so the engine's annual uprating from 2024 projects the value once (microcosm#1240 fix 5).", "survey": "Public regional property reference" @@ -977,7 +977,7 @@ "employment_income" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "HMRC, Salary sacrifice reform for pension contributions effective from 6 April 2029", "survey": "Family Resources Survey 2024-25 salary-sacrifice respondents and HMRC salary-sacrifice reform analysis" @@ -1010,7 +1010,7 @@ "household_source_id" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Reserved SPI support households for the HMRC Table 2.5 total-income bands from GBP 200,000, stacked at the published band taxpayer count over the donors per band (PolicyEngine/chronicle#280 lane).", "survey": "Survey of Personal Incomes Public Use Tape 2022-23 and HMRC Income Tax liabilities statistics July 2026 Table 2.5" @@ -1032,7 +1032,7 @@ "student_loan_plan" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Explore Education Statistics Table 6a, Higher education total", "survey": "Family Resources Survey 2024-25 and Student Loans Company borrower forecasts for England" @@ -1054,7 +1054,7 @@ "required_mass_change_reason": "WAS Lifetime ISA imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Office for National Statistics Wealth and Assets Survey, UK Data Service SN 7215, DOI 10.5255/UKDA-SN-7215-20; local licensed round-8 person and household tabs (interviews April 2020 to March 2022, Great Britain).", "survey": "Wealth and Assets Survey round 8" @@ -1093,7 +1093,7 @@ "required_mass_change_reason": "WAS wealth imputation on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "b2b3d71d20ad224782ad5579979330091cb496b144fa87abdf5b18aeb7a6985d", + "source_manifest_sha256": "271ebfd48e9bb8a2b230fe1e67e42e88e35631082dcd40049d7edc6836f5cf9e", "source_vintages": { "source": "Office for National Statistics Wealth and Assets Survey, UK Data Service SN 7215, DOI 10.5255/UKDA-SN-7215-20; local licensed 2006-22 household tab.", "survey": "Wealth and Assets Survey round 8" diff --git a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json index 9ba1a0ec9a..9db3cf2950 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json +++ b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json @@ -1129,7 +1129,7 @@ "maximum_extended_childcare_hours_usage", "max_free_entitlement_hours_used" ], - "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.12's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30." + "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.14's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30." }, { "stage": "frs_person_draws", @@ -6057,7 +6057,7 @@ "frs_benunit_capital", "would_claim_uc" ], - "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.12 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base." + "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.14 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base." }, { "stage": "uc_take_up", @@ -6907,7 +6907,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.14 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount" ], @@ -6988,7 +6988,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.14 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount", "gov.hmrc.cgt.badr.lifetime_limit", diff --git a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml index cd3395a5aa..a41857fe2b 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml +++ b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml @@ -1029,7 +1029,7 @@ stages: nonnegative_outputs: - maximum_extended_childcare_hours_usage - max_free_entitlement_hours_used - notes: Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.12's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30. + notes: Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.14's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30. - stage: frs_person_draws survey: Family Resources Survey 2024-25 source: Sourced UK take-up contract rates and identity-keyed deterministic draws. @@ -4890,7 +4890,7 @@ stages: rewrites: - frs_benunit_capital - would_claim_uc - notes: Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.12 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base. + notes: Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.14 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (María's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base. - stage: uc_take_up survey: Family Resources Survey 2024-25 source: 'DWP Stat-Xplore, Households on Universal Credit by family type and monthly award amount band, April to December 2025, applied to PolicyEngine-UK pre-take-up Universal Credit awards after the SPI income chain and UC capital coherence.' @@ -5554,7 +5554,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.162.12 via microcosm-build[uk] + dependency: policyengine-uk>=2.162.14 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount instant_rule: raw dated parameter files evaluated at 1 June of the build period's tax year @@ -5619,7 +5619,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.162.12 via microcosm-build[uk] + dependency: policyengine-uk>=2.162.14 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount - gov.hmrc.cgt.badr.lifetime_limit diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py index 3cc3671076..f1f8d226c8 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_take_up.py @@ -80,7 +80,7 @@ for output in (*FRS_TAKE_UP_OUTPUT_COLUMNS, *FRS_TAKE_UP_PERSON_OUTPUT_COLUMNS) } # Universal Credit is claimable only by a benefit unit whose claimant or -# partner meets its age conditions: policyengine-uk 2.162.12's ``is_uc_eligible`` +# partner meets its age conditions: policyengine-uk 2.162.14's ``is_uc_eligible`` # (capital aside) needs a single or joint claimant, taken from # ``is_uc_claimant``, who meets UC's minimum age and has not reached Pension # Credit qualifying age. The draw's population is therefore the units with a diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py index dd64f70bc4..5a6b2046e2 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/hmrc_uprating.py @@ -437,8 +437,8 @@ def assert_installed_engine_is_pinned() -> str: jobs and the H2 parity run them on the lock. Three things must hold. The distribution's version is the pinned one, - exactly, so a post-release or a local build of it (``2.162.12.post1``, - ``2.162.12+local``) is refused. ``policyengine_uk`` imports from that + exactly, so a post-release or a local build of it (``2.162.14.post1``, + ``2.162.14+local``) is refused. ``policyengine_uk`` imports from that distribution's own files, so a copy earlier on ``sys.path`` or an editable install is refused. And its ``__init__.py`` matches the distribution's RECORD, so a stale record beside other files is refused where the files diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py index 67bd7b87e6..03b7d03b5e 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_capital_coherence.py @@ -76,7 +76,7 @@ _UC_CAPITAL_LEVELS = ("exact_cell", *UC_CAPITAL_COARSENING) #: The UC capital limits the receipt measures the redraw against. _UC_CAPITAL_RECEIPT_LIMITS = (6_000.0, 16_000.0) -#: policyengine-uk 2.162.12 counts these household property values as Universal +#: policyengine-uk 2.162.14 counts these household property values as Universal #: Credit capital (``property_sources`` under #: ``gov.dwp.universal_credit.means_test.capital``, at 90% of value less any #: secured debt since 2.136.1) and as Pension Credit capital (the ``sources`` diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py index 1ad2b564f5..0fa04de9d3 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py @@ -28,7 +28,7 @@ PRIMARY_QRF_WORKER_MODULE = "microcosm.build.us_runtime.puf_qrf_worker" PRIMARY_QRF_INTERPRETER_PLACEHOLDER = "{python_interpreter}" APPROVED_UV_LOCK_SHA256 = ( - "7f040fe9beeca549b2abdb74d343ba45495035f6663c29c348a907336daefb56" + "1a5e0ec898a5f35fa6538c460d46748a0cc2c9295e73012cc370f706b002c3af" ) LEGACY_CAMPAIGN_UV_LOCK_SHA256 = ( "27f47e385cfa35e2644a37410d1804b361ad9aee123577551c8421547bda65ee" diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py b/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py index 6177559c0b..4b5c5a2c1c 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_dfe_spring_term.py @@ -1,4 +1,4 @@ -"""The DfE spring-term measures on hand-built households (policyengine-uk 2.162.12).""" +"""The DfE spring-term measures on hand-built households (policyengine-uk 2.162.14).""" from __future__ import annotations diff --git a/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py b/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py index 4a4a65ae52..8146bdbacd 100644 --- a/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py +++ b/packages/microcosm-build/tests/engine_free/shared/test_engine_core_pins.py @@ -30,16 +30,10 @@ "spm-calculator": "1.0.0", } #: What every UK install path resolves: the locked policyengine-uk and the -#: policyengine-core its own floor brings. Until the release that carries -#: PolicyEngine/policyengine-uk#2695, the lock installs policyengine-uk 2.162.12 -#: plus that pull request from its head commit, which uv exports as a direct -#: reference rather than a version. +#: policyengine-core its own floor brings. UK_ENGINE = { "policyengine-core": "3.33.3", - "policyengine-uk": ( - "git+https://github.com/PolicyEngine/policyengine-uk" - "@b71ce793406a368465ad8b7f4000a1141bd60751" - ), + "policyengine-uk": "2.162.14", } ENGINE_PACKAGES = ("microcosm-build", "microcosm-data", "microcosm-frame") diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py index efdf6f96a3..0b68f5f2e9 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_frs_stochastic.py @@ -221,7 +221,7 @@ def test_uc_take_up_population_excludes_units_without_a_working_age_adult() -> N def test_uc_take_up_population_needs_a_claimant_or_partner_of_working_age() -> None: """A working-age dependant does not bring a unit into the UC population. - policyengine-uk 2.162.12's is_uc_eligible reads the age of the unit's UC + policyengine-uk 2.162.14's is_uc_eligible reads the age of the unit's UC claimant or partner (is_uc_claimant), not of any adult: a pensioner unit with an 18-year-old dependant cannot claim Universal Credit. """ diff --git a/packages/microcosm-data/pyproject.toml b/packages/microcosm-data/pyproject.toml index 5647840837..da3a5eefd1 100644 --- a/packages/microcosm-data/pyproject.toml +++ b/packages/microcosm-data/pyproject.toml @@ -37,7 +37,7 @@ us = ["policyengine-us>=2.2.1,<3", "policyengine-core==3.32.5"] # The UK artifact lives in a PRIVATE repo (UK Data Service licence): loads # require an authenticated HF token with access. The loader surfaces the # 401 with that explanation rather than retrying. -uk = ["policyengine-uk>=2.162.12"] +uk = ["policyengine-uk>=2.162.14"] [project.urls] Homepage = "https://microcosm.institute" diff --git a/packages/microcosm-frame/pyproject.toml b/packages/microcosm-frame/pyproject.toml index 7fc8eb7de6..0b993a6a4e 100644 --- a/packages/microcosm-frame/pyproject.toml +++ b/packages/microcosm-frame/pyproject.toml @@ -22,7 +22,7 @@ policyengine = [ "policyengine-core==3.32.5", "microunit>=0.1.0", ] -uk = ["policyengine-uk>=2.162.12"] +uk = ["policyengine-uk>=2.162.14"] # The Axiom adapter's PyPI-resolvable dependencies. The engine itself # (axiom-rules-engine + its dense native extension) is not on PyPI yet and # installs from a checkout; see microcosm/frame/adapters/axiom.py. diff --git a/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py b/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py index 853375d202..085e59a16e 100644 --- a/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py +++ b/packages/microcosm-frame/src/microcosm/frame/adapters/policyengine_uk_concepts.py @@ -35,7 +35,7 @@ # --------------------------------------------------------------------------- # # Which PolicyEngine-UK inputs each engine-neutral concept feeds -# (microcosm.frame.concepts), reviewed against policyengine-uk 2.162.12. Every +# (microcosm.frame.concepts), reviewed against policyengine-uk 2.162.14. Every # target is a pure input (in ``PolicyEngineUKEngine.variables``). The UK # loader also accepts some formula-owned variables as overrides # (``employment_income``, ``state_pension_reported``, ``is_household_head``); @@ -435,7 +435,7 @@ def _uk_take_up(program: str, entity: str) -> InputBinding: POLICYENGINE_UK_CONCEPT_MAPPING = ConceptMapping( engine="policyengine-uk", - engine_version="2.162.12", + engine_version="2.162.14", entity_correspondence={"person": "person", "household": "household"}, input_declaration=InputDeclaration.ENGINE_TYPED, bindings=( diff --git a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json index 4dffc7a06a..9aa2cb6d4e 100644 --- a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json +++ b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json @@ -405,7 +405,7 @@ } ], "engine": "policyengine-uk", - "engine_version": "2.162.12", + "engine_version": "2.162.14", "input_count": 357, "schema_sha256": "5a55669d0447a686692911a6327ae298f19741dde29559f2654a75807878a141", "structural_inputs": [ diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json index a5afa3233b..707fefe01a 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/fixture.json @@ -288,7 +288,7 @@ "cgt_residential_split": { "artifacts": [ { - "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.14 via microcosm-build[uk]", "dependency_discipline": "deferred inside uk_cgt_policy_parameters; the base package never imports policyengine-uk at import time", "instant_rule": "raw dated parameter files evaluated at 1 June of the build period's tax year", "kind": "versioned_parameter_tree", @@ -2458,7 +2458,7 @@ "maximum_extended_childcare_hours_usage", "max_free_entitlement_hours_used" ], - "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.12's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30.", + "notes": "Identity-keyed seed 0 streams replace the incumbent sequential take-up seed 100; salts are output variable names. Reported positive receipt anchors are transient and consumed only. The Universal Credit draw's population is the benefit units with a UC claimant or partner (is_uc_claimant) aged 18 or over and under Pension Credit qualifying age (66 for everyone who can reach it in this release), the age and role conditions of policyengine-uk 2.162.14's is_uc_eligible; the engine lockstep test pins it and names the three engine cases not mirrored (16- and 17-year-old claimants under the UC Regs 2013 reg 8 exceptions, mixed-age couples on the Pension Credit route, and from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A). So the contract rate is a share of those units, an anchor outside them stays true, and any other unit is never drawn; a unit with no claimant or partner of that age keeps its reported Housing Benefit, which a claim it cannot make no longer zeroes (#882, microcosm#867, microcosm#1095). The universal childcare flag is nested under the working-parent one. A unit that claims the extended hours claims the universal hours, and any other unit claims them at the contract's universal_childcare rate, the rate conditional on not claiming the extended hours; the extended draw is unchanged. childcare_copy_take_up later re-draws the childcare flags and hours of the support and CGT copies on their own benefit units. A child of DfE age 0 or 1 (its age on 31 December of the fit's model year, the age DfE counts by) in a unit that claims the working-parent hours uses them at its age's contract rate, extended_childcare_age_0_usage or extended_childcare_age_1_usage (DfE registers far fewer of the youngest eligible children than of those aged 2 to 4, and fewer at 9 to 11 months than at age 1); a child that does not gets max_free_entitlement_hours_used 0, so the engine funds it no hours, and every other person keeps the engine's default of 30.", "operations": [ { "aggregates": { @@ -2639,7 +2639,7 @@ "hmrc_cgt_asset_type_spine": { "artifacts": [ { - "dependency": "policyengine-uk>=2.162.12 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.162.14 via microcosm-build[uk]", "dependency_discipline": "deferred inside uk_cgt_policy_parameters and uk_cgt_badr_parameters; the base package never imports policyengine-uk at import time", "instant_rule": "raw dated parameter files evaluated at 1 June of the build period's tax year", "kind": "versioned_parameter_tree", @@ -6604,7 +6604,7 @@ "artifacts": [], "grain": "benunit", "nonnegative_outputs": [], - "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.12 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (Mar\u00eda's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base.", + "notes": "Runs after the last universal_credit_reported writer and before CGT cloning. Redraws every SPI benefit unit's capital, since the channel's incomes are SPI draws and the copied FRS answer no longer belongs to the unit (uk-data#495, microcosm#1095), from weighted base-FRS units with available capital in cells of UC reporter status by financial investment income band (interest, dividends and other investment income; property income is excluded because TOTCAPB4 counts accounts and assets) by is_uc_couple (two retained FRS claimant/partner roles, independently of legal is_married) by dependent-children band. A cell with fewer than 20 donors widens in the declared coarsening order, and reporter status is never coarsened. It then applies the monotone reported-UC OR refresh. The recorded capitals add property (uk-data#495, microcosm#1095), since policyengine-uk 2.162.14 replaces every capital source with a recorded figure of 0 or more and takes it as countable, and TOTCAPB4 has no property. WAS records the property for the household, and each means test counts the claimant's and partner's own capital (UC Regs 2013 reg 18; SPCA 2002 s.5). The household reference person's benefit unit therefore holds all of the household's property, and no other unit records any (Mar\u00eda's ruling of 2026-10-12), since that person is the one in whose name the home is owned or rented, the best single reading of the owner. The engine shares household property over every claimant or partner instead, which puts a parent's property on an adult child's claim; a recorded figure consumes its own unit's share, so the engine's shares reach only a unit on the unavailable sentinel, and since policyengine-uk 2.136.1 such a unit takes its share whatever a recording unit beside it holds (the receipt counts any unit left there). The property counts at 90% of its value, market value less 10% for the costs of sale, less the debt secured on it, class by class and floored at zero per class (UC Regs 2013 reg 49(1); SPC Regs 2002 reg 19), as policyengine-uk values Universal Credit property capital. The was_wealth stage draws the debt on other residential and on non-residential property (microcosm#1095), and owned land carries none, as the engine has no input for it (pe-uk#1969). Universal Credit counts other residential and non-residential property, and Pension Credit counts those and owned land. A unit that reports Universal Credit keeps its receipt and records the carrier alone for Universal Credit, since DWP assessed its capital to pay it and the property is imputed without that receipt. frs_benunit_capital stays the financial carrier, and its unavailable sentinel -1 passes through to both. Both recorded figures project to later years by GDP per head, as financial capital does, while policyengine-uk 2.139.1 projects other residential property by house prices, so the other residential property in a recorded figure grows faster than the engine's own projection of it; by the OBR indices the engine carries, it grows 1.5% faster by 2025 and 2.0% by 2026 from a 2024 base.", "operations": [ { "aggregates": { diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json index a7af7d0ac3..cc268b009f 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/uk_spine.json @@ -1 +1 @@ -{"country":"uk","nodes":[{"artifact_outputs":[{"name":"stage_evidence","type":{"name":"microcosm.stage-evidence","schema_version":1}}],"base":null,"citation":"","description":"Load the source-bound UK FRS root 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access_fund","education_grants","healthy_start_vouchers","free_school_breakfasts","free_school_fruit_veg","free_school_meals","council_tax_benefit_reported","maintenance_expenses","childcare_expenses","personal_pension_contributions","employee_pension_contributions","pension_contributions_via_salary_sacrifice","salary_sacrifice_reported","salary_sacrifice_asked","frs_bonus_amount","child_benefit_reported","income_support_reported","housing_benefit_reported","attendance_allowance_reported","dla_sc_reported","dla_m_reported","iidb_reported","carers_allowance_reported","would_claim_carers_allowance","sda_reported","afcs_reported","ssmg_reported","pension_credit_reported","child_tax_credit_reported","working_tax_credit_reported","state_pension_reported","winter_fuel_allowance_reported","incapacity_benefit_reported","universal_credit_reported","pip_m_reported","pip_dl_reported","jsa_contrib_reported","jsa_income_reported","esa_contrib_reported","esa_income_reported","esa_includes_support_component","bsp_reported","war_widows_pension_reported","widowed_parents_allowance_reported","relationship_to_head","ons_family_role","ons_family_index","is_looked_after_by_local_authority","employment_status","employment_sector","sic_industry_division","aa_category","dla_sc_category","dla_m_category","pip_m_category","pip_dl_category","is_disabled_for_benefits","is_enhanced_disabled_for_benefits","is_severely_disabled_for_benefits","current_education","highest_education","is_in_non_advanced_education","is_in_approved_training","age_started_or_accepted_current_education_or_training","is_before_universal_credit_qualifying_young_person_terminal_date","adult_ema","child_ema","receives_benefits_in_own_right","reports_outstanding_student_loan","age_left_full_time_education","legacy_jobseeker_proxy","esa_health_condition_proxy","esa_support_group_proxy","disabled_students_allowance_eligible_expenses","max_free_entitlement_hours_used","would_claim_marriage_allowance","would_claim_scp","attends_private_school_random_draw","tax_free_childcare_spend_routed_share","is_apprentice","hmrc_spi_pay","hmrc_spi_unemployment_benefit_income","hmrc_spi_incapacity_benefit_income","ossben_identifiable_subset","srp_regular_code5","employer_pension_contributions","employment_income_annual_share","employment_income_other_spells","self_employment_income_annual_share","self_employment_income_other_spells","private_pension_income_annual_share","contributory_benefits_annual_share","person_source_id","person_support_channel","person_support_clone_index","person_is_spi_income_band_carrier","charitable_investment_gifts","gift_aid","other_investment_income","hmrc_spi_employment_benefits","hmrc_spi_employment_expenses","hmrc_spi_other_social_security_income","hmrc_spi_taxable_termination_pay","hmrc_spi_miscellaneous_employment_income","hmrc_spi_other_income","hmrc_spi_state_pension_income","property_finance_costs","hmrc_spi_employed_income","hmrc_spi_total_earned_income","hmrc_spi_total_investment_income","hmrc_spi_assessable_income","person_is_spi_income_recipient","student_loan_balance","has_lifetime_isa","lifetime_isa_balance","property_rental_income","local_bus_use_band","bus_in_london_trips","other_local_bus_trips","local_bus_trips","bus_pass_eligible","local_bus_single_fare_share","a_and_e_visits","admitted_patient_visits","outpatient_visits","nhs_a_and_e_spending","nhs_admitted_patient_spending","nhs_outpatient_spending","capital_gains","cgt_residential_probability","capital_gains_residential_property","capital_gains_asset_type","capital_gains_badr","pension_contributions_via_bonus_sacrifice","salary_sacrifice_pre_conversion_pay","student_loan_plan"],"entity":"person","rows":"all"}],"kernel":"uk.stage.private_school_attendance@1","mass":"conserve","outputs":[{"column":"attends_private_school","dtype":"bool","entity":"person","ownership":"produced","rows":"all"}],"params":{"numerical_dependencies":[["policyengine-uk","2.162.14"],["policyengine-core","3.33.3"],["numpy","2.4.6"],["pandas","3.0.3"],["scikit-learn","1.8.0"],["quantile-forest","1.4.2"]],"stage":"private_school_attendance","stage_contract_sha256":"7e44379c0331fe4c9de05cd76a075c1a6aa22cf0dec6cd2f91b277e70f14a038","time_period":"2024"},"population":"childcare_copy_take_up.boundary","sources":["frs"],"structural":"none","weights":null}],"sources":[{"codec":"csv-tables","description":"Content-bound UK FRS and donor fixture/source bundle.","name":"frs"}]} diff --git a/pyproject.toml b/pyproject.toml index 05702ba0fe..7f2c4aadbb 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -25,12 +25,6 @@ conflicts = [ [tool.uv.workspace] members = ["packages/*"] -[tool.uv.sources] -# policyengine-uk 2.162.12 plus PolicyEngine/policyengine-uk#2695 (the property -# allowance election without the winter fuel payment charge where it cannot -# change it), installed from its head until the release that carries it. -policyengine-uk = { git = "https://github.com/PolicyEngine/policyengine-uk", rev = "b71ce793406a368465ad8b7f4000a1141bd60751" } - [dependency-groups] # openpyxl parses the OMB CBSA delineation workbook and NISRA's published # DZ2021-to-PARLCON24 lookup in the US and UK ladder builders. diff --git a/uv.lock b/uv.lock index 7681280601..5e79bf04ee 100644 --- a/uv.lock +++ b/uv.lock @@ -857,7 +857,7 @@ requires-dist = [ { name = "openpyxl", marker = "extra == 'uk'", specifier = ">=3.1" }, { name = "pandas", specifier = ">=2" }, { name = "policyengine-core", marker = "extra == 'us'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.162.14" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, { name = "pyarrow", specifier = ">=15" }, { name = "pyyaml", specifier = ">=6" }, @@ -936,7 +936,7 @@ requires-dist = [ { name = "microcosm-diagnostics", editable = "packages/microcosm-diagnostics" }, { name = "packaging", specifier = ">=24" }, { name = "policyengine-core", marker = "extra == 'us'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.162.14" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, ] provides-extras = ["us", "uk"] @@ -1055,7 +1055,7 @@ requires-dist = [ { name = "numpy", specifier = ">=2" }, { name = "pandas", specifier = ">=2.3" }, { name = "policyengine-core", marker = "extra == 'policyengine'", specifier = "==3.32.5" }, - { name = "policyengine-uk", marker = "extra == 'uk'", git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.162.14" }, { name = "policyengine-us", marker = "extra == 'policyengine'", specifier = ">=2.2.1,<3" }, { name = "tables", marker = "extra == 'axiom'", specifier = ">=3" }, ] @@ -1675,14 +1675,18 @@ wheels = [ [[package]] name = "policyengine-uk" -version = "2.162.12" -source = { git = "https://github.com/PolicyEngine/policyengine-uk?rev=b71ce793406a368465ad8b7f4000a1141bd60751#b71ce793406a368465ad8b7f4000a1141bd60751" } +version = "2.162.14" +source = { registry = "https://pypi.org/simple" } dependencies = [ { name = "microdf-python" }, { name = "policyengine-core", version = "3.33.3", source = { registry = "https://pypi.org/simple" } }, { name = "pydantic" }, { name = "tables" }, ] +sdist = { url = "https://files.pythonhosted.org/packages/d9/09/22249c0c817639a30afb8f1c10689800a8eb24b9ddf576172a97b749bdf0/policyengine_uk-2.162.14.tar.gz", hash = "sha256:af9c465536dbb621347e339bcfc4ca851f3c4592a626b207773c342f93d847c8", size = 3786756, upload-time = "2026-10-27T22:43:11.412Z" } +wheels = [ + { url = "https://files.pythonhosted.org/packages/32/b3/1b080bd095e486144e848b3bdc2d145cdd0390bab4027eda5c6caab68715/policyengine_uk-2.162.14-py3-none-any.whl", hash = "sha256:9538009f3cd83fe12c2a2ece6bd3348b477e99f9e61abf28e21bd20fc9b300d1", size = 5502702, upload-time = "2026-10-27T22:43:08.839Z" }, +] [[package]] name = "policyengine-us" From 8a3bec10bc77bbcf2323347d619216fefccb2d04 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 19:08:04 +0000 Subject: [PATCH 6/9] Record a URL install's commit in the UK engine provenance A git install of an engine pull request carries the release's version string. So the spine's rules_engine provenance, and the engine identity the builds hash from it, could not tell b71ce793 from policyengine-uk 2.162.12 (review of #1411, point 1). The provenance now adds what PEP 610's direct_url.json records: a git install's commit, an archive's hash, or a directory, and never a URL. A release from an index writes no direct_url.json, so its provenance and identity are unchanged. Co-Authored-By: Claude Opus 5.5 --- ...-engine-provenance-direct-install.fixed.md | 1 + .../microcosm/build/uk_runtime/spine_build.py | 46 ++++++- .../uk/test_uk_rules_engine_provenance.py | 120 ++++++++++++++++++ 3 files changed, 165 insertions(+), 2 deletions(-) create mode 100644 changelog.d/uk-engine-provenance-direct-install.fixed.md create mode 100644 packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py diff --git a/changelog.d/uk-engine-provenance-direct-install.fixed.md b/changelog.d/uk-engine-provenance-direct-install.fixed.md new file mode 100644 index 0000000000..da31f788d0 --- /dev/null +++ b/changelog.d/uk-engine-provenance-direct-install.fixed.md @@ -0,0 +1 @@ +A UK spine's engine provenance now records how policyengine-uk was installed when it isn't a release from an index: a git install's commit, an archive's hash, or a directory. A build from an engine pull request's head no longer shares its engine identity with that version's release. A release's provenance and identity are unchanged. diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py index 29b5919775..e16c270c58 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py @@ -725,12 +725,54 @@ def _rules_engine() -> PolicyEngineUKEngine: return PolicyEngineUKEngine() -def _rules_engine_provenance() -> dict[str, str]: +def _rules_engine_provenance() -> dict[str, object]: try: version = metadata.version("policyengine-uk") except metadata.PackageNotFoundError: return {"package": "policyengine-uk", "version": "unavailable"} - return {"package": "policyengine-uk", "version": version} + provenance: dict[str, object] = {"package": "policyengine-uk", "version": version} + direct_install = _direct_install("policyengine-uk") + if direct_install is not None: + # A release installed from an index writes no direct_url.json + # (PEP 610), so its provenance, and the engine identity hashed from + # it, stay as they were. + provenance["direct_install"] = direct_install + return provenance + + +def _direct_install(package: str) -> dict[str, object] | None: + """What PEP 610's ``direct_url.json`` records of a URL install, or None. + + A git install of an engine pull request carries a release's version + string, so only this tells the two apart: it names the commit. URLs are + left out, so no local path reaches a build or release record. + """ + try: + text = metadata.distribution(package).read_text("direct_url.json") + except metadata.PackageNotFoundError: + return None + if not text: + return None + record = json.loads(text) + vcs = record.get("vcs_info") + if isinstance(vcs, Mapping): + return { + "kind": "vcs", + "vcs": str(vcs.get("vcs", "")), + "commit_id": str(vcs.get("commit_id", "")), + } + archive = record.get("archive_info") + if isinstance(archive, Mapping): + hashes = archive.get("hashes") + sha256 = hashes.get("sha256") if isinstance(hashes, Mapping) else None + legacy = archive.get("hash") + if sha256 is None and isinstance(legacy, str) and legacy.startswith("sha256="): + sha256 = legacy.removeprefix("sha256=") + return {"kind": "archive", "sha256": sha256} + directory = record.get("dir_info") + if isinstance(directory, Mapping): + return {"kind": "dir", "editable": bool(directory.get("editable", False))} + return {"kind": "unrecognised"} def _declared_seeds(stages) -> dict[str, dict[str, int]]: diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py new file mode 100644 index 0000000000..79caa308d1 --- /dev/null +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py @@ -0,0 +1,120 @@ +"""A UK spine's engine provenance tells a URL install from the release (microcosm#1411). + +A git install of an engine pull request carries the release's version string, +so the version alone gave both one engine identity. PEP 610's +``direct_url.json`` names the commit; an install from an index writes none, so +a release's provenance, and the identity hashed from it, are unchanged. +""" + +from __future__ import annotations + +import hashlib +import json + +import pytest + +from microcosm.build.logbook import canonical_json_bytes +from microcosm.build.uk_runtime import spine_build + +VERSION = "2.162.12" +COMMIT = "b71ce7934" + "0" * 31 + + +class _Distribution: + def __init__(self, direct_url: dict | None) -> None: + self._text = None if direct_url is None else json.dumps(direct_url) + + def read_text(self, filename: str) -> str | None: + return self._text if filename == "direct_url.json" else None + + +def _install(monkeypatch: pytest.MonkeyPatch, direct_url: dict | None) -> None: + monkeypatch.setattr(spine_build.metadata, "version", lambda package: VERSION) + monkeypatch.setattr( + spine_build.metadata, "distribution", lambda package: _Distribution(direct_url) + ) + + +def _identity(provenance: dict) -> str: + return hashlib.sha256(canonical_json_bytes(provenance)).hexdigest() + + +def test_an_index_release_keeps_its_provenance_and_identity( + monkeypatch: pytest.MonkeyPatch, +) -> None: + _install(monkeypatch, None) + provenance = spine_build._rules_engine_provenance() + assert provenance == {"package": "policyengine-uk", "version": VERSION} + assert _identity(provenance) == _identity( + {"package": "policyengine-uk", "version": VERSION} + ) + + +def test_a_git_install_records_its_commit_and_takes_its_own_identity( + monkeypatch: pytest.MonkeyPatch, +) -> None: + _install( + monkeypatch, + { + "url": "https://github.com/PolicyEngine/policyengine-uk", + "vcs_info": { + "vcs": "git", + "commit_id": COMMIT, + "requested_revision": "b71ce793", + }, + }, + ) + provenance = spine_build._rules_engine_provenance() + assert provenance["direct_install"] == { + "kind": "vcs", + "vcs": "git", + "commit_id": COMMIT, + } + assert _identity(provenance) != _identity( + {"package": "policyengine-uk", "version": VERSION} + ) + + +@pytest.mark.parametrize( + ("direct_url", "expected"), + [ + ( + { + "url": "file:///home/someone/wheels/x.whl", + "archive_info": {"hashes": {"sha256": "ab" * 32}}, + }, + {"kind": "archive", "sha256": "ab" * 32}, + ), + ( + { + "url": "file:///home/someone/wheels/x.whl", + "archive_info": {"hash": "sha256=" + "cd" * 32}, + }, + {"kind": "archive", "sha256": "cd" * 32}, + ), + ( + {"url": "file:///home/someone/policyengine-uk", "dir_info": {}}, + {"kind": "dir", "editable": False}, + ), + ], +) +def test_other_url_installs_record_their_kind_and_never_a_url( + monkeypatch: pytest.MonkeyPatch, direct_url: dict, expected: dict +) -> None: + _install(monkeypatch, direct_url) + provenance = spine_build._rules_engine_provenance() + assert provenance["direct_install"] == expected + assert "someone" not in json.dumps(provenance) + + +def test_a_missing_engine_still_records_unavailable( + monkeypatch: pytest.MonkeyPatch, +) -> None: + def missing(package: str) -> str: + raise spine_build.metadata.PackageNotFoundError(package) + + monkeypatch.setattr(spine_build.metadata, "version", missing) + assert spine_build._rules_engine_provenance() == { + "package": "policyengine-uk", + "version": "unavailable", + } From 40a1de54369cbc626ff78ecd4046e5c42d9f0bad Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 19:08:04 +0000 Subject: [PATCH 7/9] Describe the battery clock by the current registers The comment above CLOCK still named the 2026-09-23 approval and a 2026-10-15 expiry. The latest approval is now 2026-10-27, and the earliest expiry is 2026-11-16 (review of #1411, point 3). Co-Authored-By: Claude Opus 5.5 --- .../engine_free/uk/test_uk_battery_bindings.py | 16 +++++----------- 1 file changed, 5 insertions(+), 11 deletions(-) diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py index c4e9a27de3..7bf99aca1a 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_battery_bindings.py @@ -56,17 +56,11 @@ KEY = base64.b64encode(b"\x07" * 32).decode("ascii") #: The shared exclusion-expiry clock, fixed inside the committed registers' -#: validity window (latest approval 2026-09-23, the two v21b deferrals on the -#: target-fit register from the PolicyEngine/chronicle#280 lane; earliest expiry -#: 2026-10-21, the same entries) so the suite never drifts across an approval -#: or expiry boundary. Move it forward when a register gains a later approval. -# The committed registers are evaluated as of this date; the microcosm#1063 -# c9 input-mass entries take force on 2026-10-02, the -# microcosm#1095 UC payment-band measure exclusions on 2026-10-07 (its West -# Midlands target-fit deferral is retired with microcosm#1106), and the -# microcosm#1106 property_wealth input-mass entry on 2026-10-11. The earliest -# expiry is 2026-10-15. -# On or after the newest committed receipt's approval (2026-10-27). +#: validity window so the suite never drifts across an approval or expiry +#: boundary: on the latest approval (2026-10-27, the draught-share degenerate +#: entries and the dense build's target-fit sign-off) and before the earliest +#: expiry (2026-11-16, the first of those target-fit entries). Move it forward +#: when a register gains a later approval. CLOCK = date(2026, 10, 27) VALIDATE_REFERENCE = ( From f6fdc536df792021058b6347b13decb5088f21a5 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 20:17:15 +0000 Subject: [PATCH 8/9] Name an archive install by every hash it records PEP 610 allows any algorithm in archive_info.hashes. With only sha512, the record was {"kind": "archive", "sha256": null}, so two archives shared one engine identity (Pavel's review of #1411, nice to have 1). The record now keeps every hash the archive lists, plus the legacy hash field. An archive that records no hash is refused. Tests cover the sha512 case, two archives taking two identities, the refusal, an editable directory and the unrecognised record. Co-Authored-By: Claude Opus 5.5 --- ...-engine-provenance-direct-install.fixed.md | 2 +- .../microcosm/build/uk_runtime/spine_build.py | 28 +++++++++---- .../uk/test_uk_rules_engine_provenance.py | 41 ++++++++++++++++++- 3 files changed, 61 insertions(+), 10 deletions(-) diff --git a/changelog.d/uk-engine-provenance-direct-install.fixed.md b/changelog.d/uk-engine-provenance-direct-install.fixed.md index da31f788d0..f6245a17e6 100644 --- a/changelog.d/uk-engine-provenance-direct-install.fixed.md +++ b/changelog.d/uk-engine-provenance-direct-install.fixed.md @@ -1 +1 @@ -A UK spine's engine provenance now records how policyengine-uk was installed when it isn't a release from an index: a git install's commit, an archive's hash, or a directory. A build from an engine pull request's head no longer shares its engine identity with that version's release. A release's provenance and identity are unchanged. +A UK spine's engine provenance now records how policyengine-uk was installed when it isn't a release from an index: a git install's commit, an archive's hashes (an archive that records none is refused), or a directory. A build from an engine pull request's head no longer shares its engine identity with that version's release, and the UK country graph's default identity is hashed from the same provenance. A release's provenance and identity are unchanged. diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py index e16c270c58..a2947aae7c 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/spine_build.py @@ -744,8 +744,11 @@ def _direct_install(package: str) -> dict[str, object] | None: """What PEP 610's ``direct_url.json`` records of a URL install, or None. A git install of an engine pull request carries a release's version - string, so only this tells the two apart: it names the commit. URLs are - left out, so no local path reaches a build or release record. + string, so only this tells the two apart: it names the commit. An archive + is named by every hash its record holds, whatever the algorithm, and one + that records no hash is refused, since nothing would tell it from another + archive. URLs are left out, so no local path reaches a build or release + record. """ try: text = metadata.distribution(package).read_text("direct_url.json") @@ -763,12 +766,23 @@ def _direct_install(package: str) -> dict[str, object] | None: } archive = record.get("archive_info") if isinstance(archive, Mapping): - hashes = archive.get("hashes") - sha256 = hashes.get("sha256") if isinstance(hashes, Mapping) else None + listed = archive.get("hashes") + hashes = ( + {str(name): str(value) for name, value in listed.items()} + if isinstance(listed, Mapping) + else {} + ) legacy = archive.get("hash") - if sha256 is None and isinstance(legacy, str) and legacy.startswith("sha256="): - sha256 = legacy.removeprefix("sha256=") - return {"kind": "archive", "sha256": sha256} + if isinstance(legacy, str) and "=" in legacy: + name, value = legacy.split("=", 1) + hashes.setdefault(name, value) + if not hashes: + raise ValueError( + f"{package} was installed from an archive whose direct_url.json " + "records no hash, so no engine identity can tell it from another " + "archive: install a release, or an archive with a recorded hash." + ) + return {"kind": "archive", "hashes": dict(sorted(hashes.items()))} directory = record.get("dir_info") if isinstance(directory, Mapping): return {"kind": "dir", "editable": bool(directory.get("editable", False))} diff --git a/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py index 79caa308d1..7f97a7a1b8 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_rules_engine_provenance.py @@ -83,19 +83,37 @@ def test_a_git_install_records_its_commit_and_takes_its_own_identity( "url": "file:///home/someone/wheels/x.whl", "archive_info": {"hashes": {"sha256": "ab" * 32}}, }, - {"kind": "archive", "sha256": "ab" * 32}, + {"kind": "archive", "hashes": {"sha256": "ab" * 32}}, ), ( { "url": "file:///home/someone/wheels/x.whl", "archive_info": {"hash": "sha256=" + "cd" * 32}, }, - {"kind": "archive", "sha256": "cd" * 32}, + {"kind": "archive", "hashes": {"sha256": "cd" * 32}}, + ), + ( + { + "url": "file:///home/someone/wheels/x.whl", + "archive_info": {"hashes": {"sha512": "ef" * 64}}, + }, + {"kind": "archive", "hashes": {"sha512": "ef" * 64}}, ), ( {"url": "file:///home/someone/policyengine-uk", "dir_info": {}}, {"kind": "dir", "editable": False}, ), + ( + { + "url": "file:///home/someone/policyengine-uk", + "dir_info": {"editable": True}, + }, + {"kind": "dir", "editable": True}, + ), + ( + {"url": "file:///home/someone/policyengine-uk"}, + {"kind": "unrecognised"}, + ), ], ) def test_other_url_installs_record_their_kind_and_never_a_url( @@ -107,6 +125,25 @@ def test_other_url_installs_record_their_kind_and_never_a_url( assert "someone" not in json.dumps(provenance) +def test_archives_with_other_hashes_take_their_own_identities( + monkeypatch: pytest.MonkeyPatch, +) -> None: + identities = set() + for digest in ("ef" * 64, "12" * 64): + _install( + monkeypatch, + {"url": "file:///x.whl", "archive_info": {"hashes": {"sha512": digest}}}, + ) + identities.add(_identity(spine_build._rules_engine_provenance())) + assert len(identities) == 2 + + +def test_an_archive_without_a_hash_is_refused(monkeypatch: pytest.MonkeyPatch) -> None: + _install(monkeypatch, {"url": "file:///x.whl", "archive_info": {}}) + with pytest.raises(ValueError, match="records no hash"): + spine_build._rules_engine_provenance() + + def test_a_missing_engine_still_records_unavailable( monkeypatch: pytest.MonkeyPatch, ) -> None: From 55d5c9fd78f0b05e3dba00bd51ac698edb3df0a4 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 28 Oct 2026 20:17:15 +0000 Subject: [PATCH 9/9] Key the UK country graph on the spine's engine provenance build_uk_country_graph hashed its default engine identity from the version alone, so it would drift from the spine and full builds, which now hash _rules_engine_provenance() (Pavel's review of #1411, nice to have 3). It now hashes the same provenance. A release install's identity is unchanged. Co-Authored-By: Claude Opus 5.5 --- .../microcosm/build/uk_runtime/country_adapter.py | 12 +++++------- 1 file changed, 5 insertions(+), 7 deletions(-) diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/country_adapter.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/country_adapter.py index d9f8d5a186..6f32d4fa93 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/country_adapter.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/country_adapter.py @@ -11,7 +11,6 @@ from collections.abc import Mapping from dataclasses import replace from datetime import date -from importlib import metadata from typing import TYPE_CHECKING from microcosm.build.country_spec import CountrySpec, load_country_spec @@ -158,13 +157,12 @@ def build_uk_country_graph( source_year=release.survey_year, ) if engine_identity is None: + # The same provenance the spine and full builds hash, so a URL + # install's commit keys this graph too. + from microcosm.build.uk_runtime.spine_build import _rules_engine_provenance + engine_identity = hashlib.sha256( - canonical_json( - { - "package": "policyengine-uk", - "version": metadata.version("policyengine-uk"), - } - ) + canonical_json(_rules_engine_provenance()) ).hexdigest() review_date = date.today() if review_date is None else review_date spine = add_uk_spine_gate_nodes(