From accf899953340da800d670cffdc2221a0c9bcc67 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 11:51:14 +0000 Subject: [PATCH 1/9] Lock policyengine-uk 2.177.4 and policyengine-core 3.34.10 MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The UK lock moves from policyengine-uk 2.174.1 to 2.177.4, the newest release (microcosm#1095). From 2.177.4 policyengine-uk requires policyengine-core 3.34.9 or later, so the UK side's core moves from 3.33.3 to 3.34.10, the newest; the US side stays on 3.32.5. uv.lock moves those two packages alone. Three new inputs stay at their defaults and are signed in UK_ENGINE_DEFAULT_INPUTS, each with the error it can make, for María's signature: legacy_prescribed_accommodation_capital_exception (2.174.8) and esa_income_appointee_saving (2.175.3) at False, and cares_for_severely_disabled_person (2.177.3) at True, which moves no figure. From 2.176.1 is_before_universal_credit_qualifying_young_person_terminal_date has a formula from the date of birth, so it leaves the engine's input surface (376 to 378 inputs); frs_education still writes it, the loader takes it as an override, and Universal Credit reads it only for a 19-year-old alongside the education condition, so the result is the engine's own. No economic pin moves: the vendored uprating pins and the bonus-sacrifice anchor change only their version stamps. The three pyproject floors, the approved lock digest, the engine-core pin test, the concept mapping's version and the concept coverage follow. Co-Authored-By: Claude Opus 5.5 --- docs/concept-coverage/policyengine-uk.md | 14 +++--- packages/microcosm-build/pyproject.toml | 2 +- .../build/uk/bonus_sacrifice_anchor.json | 2 +- .../build/uk/hmrc_uprating_engine_pins.json | 2 +- .../build/us_runtime/worker_identity.py | 2 +- .../shared/test_engine_core_pins.py | 4 +- packages/microcosm-data/pyproject.toml | 2 +- packages/microcosm-frame/pyproject.toml | 2 +- .../adapters/policyengine_uk_concepts.py | 47 +++++++++++++++++-- .../concept-coverage/policyengine-uk.json | 20 +++++--- uv.lock | 20 ++++---- 11 files changed, 83 insertions(+), 34 deletions(-) diff --git a/docs/concept-coverage/policyengine-uk.md b/docs/concept-coverage/policyengine-uk.md index ad57c13460..57370afd42 100644 --- a/docs/concept-coverage/policyengine-uk.md +++ b/docs/concept-coverage/policyengine-uk.md @@ -1,11 +1,11 @@ # Concept coverage: policyengine-uk -Engine version `2.174.1`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. +Engine version `2.177.4`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. -- Engine inputs: 376 +- Engine inputs: 378 - Fed by a concept: 41 - Structural: 11 -- Uncovered: 324 +- Uncovered: 326 - Mapped but missing from the engine: 0 ## Inputs each concept feeds @@ -50,14 +50,14 @@ Engine version `2.174.1`; concept schema `5a55669d0447`. Generated by `tools/ref ## Inputs no concept covers -### benunit (18) +### benunit (19) -`baseline_child_benefit_entitlement`, `baseline_income_support_entitlement`, `baseline_pension_credit_entitlement`, `benunit_reported_capital`, `housing_benefit_board_and_attendance_determination`, `housing_benefit_family_premium_category`, `housing_benefit_has_main_phase_esa`, `housing_benefit_permitted_work_disregard`, `housing_benefit_residential_capital_exception`, `in_specified_or_temporary_accommodation`, `liable_for_share_of_household_rent`, `maximum_extended_childcare_hours_usage`, `meals_included_in_rent`, `severe_disability_premium_joint_occupier_exclusion_applies`, `tax_free_childcare_meets_uk_connection`, `uc_receives_new_claimant_health_element`, `working_tax_credit_run_on`, `would_claim_wales_childcare_offer` +`baseline_child_benefit_entitlement`, `baseline_income_support_entitlement`, `baseline_pension_credit_entitlement`, `benunit_reported_capital`, `housing_benefit_board_and_attendance_determination`, `housing_benefit_family_premium_category`, `housing_benefit_has_main_phase_esa`, `housing_benefit_permitted_work_disregard`, `housing_benefit_residential_capital_exception`, `in_specified_or_temporary_accommodation`, `legacy_prescribed_accommodation_capital_exception`, `liable_for_share_of_household_rent`, `maximum_extended_childcare_hours_usage`, `meals_included_in_rent`, `severe_disability_premium_joint_occupier_exclusion_applies`, `tax_free_childcare_meets_uk_connection`, `uc_receives_new_claimant_health_element`, `working_tax_credit_run_on`, `would_claim_wales_childcare_offer` ### household (106) `accommodation_type`, `additional_residential_property_purchased`, `alcohol_and_tobacco_consumption`, `beer_draught_share`, `beer_litres`, `betting_exchange_commission`, `bingo_net_receipts`, `bus_fare_spending_reported`, `bus_subsidy_spending`, `cider_draught_share`, `cider_litres`, `cigarettes_per_week`, `cigars_grams_per_week`, `clothing_and_footwear_consumption`, `communication_consumption`, `consumer_debt`, `corporate_wealth`, `council_tax_band`, `cumulative_non_residential_rent`, `cumulative_residential_rent`, `dfe_education_spending`, `diesel_spending`, `directly_held_shares`, `domestic_energy_consumption`, `domestic_rates`, `ebr_energy_bills_credit_eligible`, `education_consumption`, `electricity_consumption`, `electricity_consumption_kwh`, `external_child_payments`, `financial_spread_betting_net_losses`, `food_and_non_alcoholic_beverages_consumption`, `full_rate_vat_expenditure_rate`, `gas_consumption`, `gas_consumption_kwh`, `gross_financial_wealth`, `hand_rolling_tobacco_grams_per_week`, `health_consumption`, `heated_tobacco_grams_per_week`, `horse_and_dog_pool_betting_net_losses`, `household_furnishings_consumption`, `household_owns_tv`, `housing_service_charges`, `housing_water_and_electricity_consumption`, `in_original_frs`, `in_rural_fuel_duty_relief_area`, `is_shared_accommodation`, `land_based_casino_net_losses`, `land_based_fixed_odds_betting_net_losses`, `liquid_fuel_consumption`, `local_authority`, `lpg_kg`, `machine_games_higher_rate_net_takings`, `machine_games_lower_rate_net_takings`, `machine_games_standard_rate_higher_stake_net_takings`, `machine_games_standard_rate_net_takings`, `main_residence_value`, `main_residential_property_purchased_is_first_home`, `main_residential_property_purchased_is_in_uk`, `main_residential_property_purchased_with_mortgage`, `miscellaneous_consumption`, `mortgage_debt`, `national_lottery_ticket_spending`, `natural_gas_kg`, `net_financial_wealth`, `ni_epg_full_rate_applies`, `non_residential_property_purchased`, `non_residential_property_secured_debt`, `non_residential_property_value`, `non_residential_rent`, `num_bedrooms`, `num_vehicles`, `other_fermented_draught_share`, `other_fermented_litres`, `other_residential_property_secured_debt`, `other_residential_property_value`, `other_spread_betting_net_losses`, `other_tobacco_grams_per_week`, `owned_land`, `petrol_spending`, `pool_betting_net_receipts`, `private_pension_wealth`, `property_purchased`, `rail_usage`, `recreation_consumption`, `region`, `remote_gaming_net_losses`, `remote_other_betting_net_losses`, `remote_uk_horseracing_betting_net_losses`, `restaurants_and_hotels_consumption`, `savings`, `solid_fuel_consumption`, `sparkling_cider_draught_share`, `sparkling_cider_litres`, `spi_imputed`, `spirits_draught_share`, `spirits_litres`, `structural_insurance_payments`, `transport_consumption`, `uc_migrated`, `unit_and_investment_trusts`, `uses_energy_prepayment_meter`, `water_and_sewerage_charges`, `wine_draught_share`, `wine_litres`, `would_evade_tv_licence_fee` -### person (200) +### person (201) -`a_and_e_visits`, `aa_category`, `access_fund`, `admitted_patient_visits`, `adult_dependants_grant_has_other_adult_dependant`, `adult_dependants_grant_other_adult_income`, `adult_dependants_grant_receives_postgraduate_loan`, `adult_ema`, `afcs_reported`, `age_started_or_accepted_current_education_or_training`, `armed_forces_independence_payment`, `attends_private_school_random_draw`, `base_net_income`, `blind_persons_allowance`, `bsp_reported`, `bursary_fund_16_to_19_in_care_or_care_leaver`, `bursary_fund_16_to_19_participation_costs`, `bursary_fund_16_to_19_self_supporting`, `bus_in_london_trips`, `bus_pass_eligible`, `capital_allowances`, `capital_gains_badr`, `capital_gains_carried_interest`, `capital_gains_residential_property`, `car_co2_emissions`, `car_engine_size`, `car_first_registration_date`, `car_fuel_type`, `car_is_ved_exempt`, `car_list_price`, `care_hours`, `carers_allowance_reported`, `cash_isa_balance`, `cash_isa_subscriptions`, `charitable_investment_gifts`, `child_benefit_reported`, `child_ema`, `child_limit_adoption_exception`, `child_limit_continuation_exception`, `child_limit_multiple_birth_exception`, `child_limit_non_consensual_conception_exception`, `child_limit_non_parental_caring_exception`, `child_tax_credit_reported`, `childcare_expenses`, `childcare_grant_child_has_special_educational_needs`, `childcare_grant_provider_is_nanny`, `childcare_grant_receives_nhs_childcare_support`, `childcare_grant_receives_postgraduate_loan`, `company_car_availability`, `company_car_capital_contributions`, `company_car_co2_emissions`, `company_car_electric_range`, `company_car_fuel_type`, `company_car_list_price`, `company_car_private_fuel_provided`, `company_car_private_use_payments`, `company_car_registered_from_6_april_2020`, `council_tax_benefit_reported`, `covenanted_payments`, `deficiency_relief`, `defined_benefit_pension_share`, `disabled_students_allowance_eligible_expenses`, `disabled_students_allowance_receives_equivalent_support`, `dla_m_category`, `dla_sc_category`, `early_years_school_start_deferred`, `education_grants`, `employee_pension_contributions_reported`, `employer_pension_contributions`, `employment_expenses`, `employment_sector`, `employment_status`, `esa_contrib_reported`, `esa_income_reported`, `free_school_fruit_veg`, `free_school_meals`, `free_school_milk`, `gift_aid`, `has_education_maintenance_funding`, `healthy_start_vouchers`, `housing_benefit_reported`, `iidb_reported`, `in_FE`, `incapacity_benefit_reported`, `income_not_otherwise_charged`, `income_support_reported`, `individual_savings_account_dividend_income`, `is_about_to_start_paid_work`, `is_apprentice`, `is_before_universal_credit_qualifying_young_person_terminal_date`, `is_blind`, `is_engaged_in_owned_company_trade`, `is_full_year_category_a_director`, `is_in_approved_training`, `is_in_first_year_of_apprenticeship`, `is_in_full_time_education`, `is_looked_after_by_local_authority`, `is_newly_self_employed`, `jsa_contrib_reported`, `jsa_income_reported`, `lifetime_isa_balance`, `lifetime_isa_first_time_buyer`, `lifetime_isa_months_since_first_payment`, `lifetime_isa_payments`, `lifetime_isa_terminally_ill`, `lifetime_isa_withdrawals`, `lifetime_isa_withdrawals_towards_first_home`, `local_bus_uncapped_single_fare`, `loss_relief`, `lump_sum_income`, `maintenance_expenses`, `maintenance_income`, `married_couples_allowance`, `maternity_allowance_reported`, `max_free_entitlement_hours_used`, `miscellaneous_income`, `nhs_a_and_e_spending`, `nhs_admitted_patient_spending`, `nhs_outpatient_spending`, `ni_class_3`, `non_cash_isa_cash_interest`, `other_deductions`, `other_investment_income`, `other_local_bus_trips`, `other_tax_credits`, `outpatient_visits`, `owned_company_capital`, `owned_company_carries_on_property_business`, `owned_company_carries_on_trade`, `owned_company_holding_value`, `owned_company_income_share`, `owned_company_intermediary_earnings_chapter`, `owned_company_intermediary_earnings_from_main_employment`, `owned_company_is_main_employment`, `owned_company_trade_assets`, `pension_annual_allowance_taxable_lump_sum_death_benefits`, `pension_contributions_via_bonus_sacrifice`, `pension_contributions_via_salary_sacrifice`, `pension_contributions_via_salary_sacrifice_pre_2015`, `pension_credit_reported`, `pension_income`, `person_benunit_role`, `person_household_role`, `personal_pension_contributions`, `pip_dl_points`, `pip_m_points`, `private_transfer_income`, `property_finance_costs`, `property_finance_costs_brought_forward`, `property_rental_income`, `receives_benefits_in_own_right`, `receives_limited_capability_for_work_credits`, `rent_paid_as_boarder`, `rent_paid_as_lodger`, `role`, `salary_sacrifice_returned_to_income`, `scottish_funded_early_learning_childcare_start_date_reached`, `sda_reported`, `self_employment_gross_receipts`, `sic_industry_division`, `soc2020_major_group`, `soc2020_sub_major_group`, `spousal_maintenance_income`, `ssmg_reported`, `stands_as_sole_owner_or_partner_of_company`, `statutory_maternity_pay`, `statutory_paternity_pay`, `statutory_sick_pay`, `stocks_and_shares_isa_balance`, `stocks_and_shares_isa_subscriptions`, `student_loan_balance`, `student_loan_plan`, `student_loans`, `sublet_income`, `tax_free_childcare_on_adoption_leave`, `tax_free_childcare_on_carers_leave`, `tax_free_childcare_on_qualifying_leave`, `tax_free_childcare_on_shared_parental_leave`, `tax_free_childcare_self_employment_start_up_period`, `tax_free_childcare_spend_routed_share`, `tax_free_childcare_uses_qualifying_provider`, `tax_reported`, `trading_allowance_claim_status`, `travel_grant_abroad_placement`, `travel_grant_clinical_placement`, `travel_grant_eligible_expenses`, `travel_grant_receives_means_tested_nhs_bursary`, `uc_has_offer_of_paid_work_starting_by_end_of_next_assessment_period`, `uc_is_adopter_in_first_year`, `uc_is_foster_parent_or_new_friend_or_family_carer`, `uc_is_in_pregnancy_or_post_confinement_period`, `uc_is_in_startup_period`, `uc_is_responsible_foster_parent_of_child_under_one`, `uc_is_student_with_no_work_related_requirements`, `uc_is_temporarily_absent_from_claimant_household`, `universal_credit_reported`, `war_widows_pension_reported`, `widowed_parents_allowance_reported`, `winter_fuel_allowance_reported`, `working_tax_credit_reported` +`a_and_e_visits`, `aa_category`, `access_fund`, `admitted_patient_visits`, `adult_dependants_grant_has_other_adult_dependant`, `adult_dependants_grant_other_adult_income`, `adult_dependants_grant_receives_postgraduate_loan`, `adult_ema`, `afcs_reported`, `age_started_or_accepted_current_education_or_training`, `armed_forces_independence_payment`, `attends_private_school_random_draw`, `base_net_income`, `blind_persons_allowance`, `bsp_reported`, `bursary_fund_16_to_19_in_care_or_care_leaver`, `bursary_fund_16_to_19_participation_costs`, `bursary_fund_16_to_19_self_supporting`, `bus_in_london_trips`, `bus_pass_eligible`, `capital_allowances`, `capital_gains_badr`, `capital_gains_carried_interest`, `capital_gains_residential_property`, `car_co2_emissions`, `car_engine_size`, `car_first_registration_date`, `car_fuel_type`, `car_is_ved_exempt`, `car_list_price`, `care_hours`, `carers_allowance_reported`, `cares_for_severely_disabled_person`, `cash_isa_balance`, `cash_isa_subscriptions`, `charitable_investment_gifts`, `child_benefit_reported`, `child_ema`, `child_limit_adoption_exception`, `child_limit_continuation_exception`, `child_limit_multiple_birth_exception`, `child_limit_non_consensual_conception_exception`, `child_limit_non_parental_caring_exception`, `child_tax_credit_reported`, `childcare_expenses`, `childcare_grant_child_has_special_educational_needs`, `childcare_grant_provider_is_nanny`, `childcare_grant_receives_nhs_childcare_support`, `childcare_grant_receives_postgraduate_loan`, `company_car_availability`, `company_car_capital_contributions`, `company_car_co2_emissions`, `company_car_electric_range`, `company_car_fuel_type`, `company_car_list_price`, `company_car_private_fuel_provided`, `company_car_private_use_payments`, `company_car_registered_from_6_april_2020`, `council_tax_benefit_reported`, `covenanted_payments`, `deficiency_relief`, `defined_benefit_pension_share`, `disabled_students_allowance_eligible_expenses`, `disabled_students_allowance_receives_equivalent_support`, `dla_m_category`, `dla_sc_category`, `early_years_school_start_deferred`, `education_grants`, `employee_pension_contributions_reported`, `employer_pension_contributions`, `employment_expenses`, `employment_sector`, `employment_status`, `esa_contrib_reported`, `esa_income_appointee_saving`, `esa_income_reported`, `free_school_fruit_veg`, `free_school_meals`, `free_school_milk`, `gift_aid`, `has_education_maintenance_funding`, `healthy_start_vouchers`, `housing_benefit_reported`, `iidb_reported`, `in_FE`, `incapacity_benefit_reported`, `income_not_otherwise_charged`, `income_support_reported`, `individual_savings_account_dividend_income`, `is_about_to_start_paid_work`, `is_apprentice`, `is_blind`, `is_engaged_in_owned_company_trade`, `is_full_year_category_a_director`, `is_in_approved_training`, `is_in_first_year_of_apprenticeship`, `is_in_full_time_education`, `is_looked_after_by_local_authority`, `is_newly_self_employed`, `jsa_contrib_reported`, `jsa_income_reported`, `lifetime_isa_balance`, `lifetime_isa_first_time_buyer`, `lifetime_isa_months_since_first_payment`, `lifetime_isa_payments`, `lifetime_isa_terminally_ill`, `lifetime_isa_withdrawals`, `lifetime_isa_withdrawals_towards_first_home`, `local_bus_uncapped_single_fare`, `loss_relief`, `lump_sum_income`, `maintenance_expenses`, `maintenance_income`, `married_couples_allowance`, `maternity_allowance_reported`, `max_free_entitlement_hours_used`, `miscellaneous_income`, `nhs_a_and_e_spending`, `nhs_admitted_patient_spending`, `nhs_outpatient_spending`, `ni_class_3`, `non_cash_isa_cash_interest`, `other_deductions`, `other_investment_income`, `other_local_bus_trips`, `other_tax_credits`, `outpatient_visits`, `owned_company_capital`, `owned_company_carries_on_property_business`, `owned_company_carries_on_trade`, `owned_company_holding_value`, `owned_company_income_share`, `owned_company_intermediary_earnings_chapter`, `owned_company_intermediary_earnings_from_main_employment`, `owned_company_is_main_employment`, `owned_company_trade_assets`, `pension_annual_allowance_taxable_lump_sum_death_benefits`, `pension_contributions_via_bonus_sacrifice`, `pension_contributions_via_salary_sacrifice`, `pension_contributions_via_salary_sacrifice_pre_2015`, `pension_credit_reported`, `pension_income`, `person_benunit_role`, `person_household_role`, `personal_pension_contributions`, `pip_dl_points`, `pip_m_points`, `private_transfer_income`, `property_finance_costs`, `property_finance_costs_brought_forward`, `property_rental_income`, `receives_benefits_in_own_right`, `receives_limited_capability_for_work_credits`, `rent_paid_as_boarder`, `rent_paid_as_lodger`, `role`, `salary_sacrifice_returned_to_income`, `scottish_funded_early_learning_childcare_start_date_reached`, `sda_reported`, `self_employment_gross_receipts`, `sic_industry_division`, `soc2020_major_group`, `soc2020_sub_major_group`, `spousal_maintenance_income`, `ssmg_reported`, `stands_as_sole_owner_or_partner_of_company`, `statutory_maternity_pay`, `statutory_paternity_pay`, `statutory_sick_pay`, `stocks_and_shares_isa_balance`, `stocks_and_shares_isa_subscriptions`, `student_loan_balance`, `student_loan_plan`, `student_loans`, `sublet_income`, `tax_free_childcare_on_adoption_leave`, `tax_free_childcare_on_carers_leave`, `tax_free_childcare_on_qualifying_leave`, `tax_free_childcare_on_shared_parental_leave`, `tax_free_childcare_self_employment_start_up_period`, `tax_free_childcare_spend_routed_share`, `tax_free_childcare_uses_qualifying_provider`, `tax_reported`, `trading_allowance_claim_status`, `travel_grant_abroad_placement`, `travel_grant_clinical_placement`, `travel_grant_eligible_expenses`, `travel_grant_receives_means_tested_nhs_bursary`, `uc_has_offer_of_paid_work_starting_by_end_of_next_assessment_period`, `uc_is_adopter_in_first_year`, `uc_is_foster_parent_or_new_friend_or_family_carer`, `uc_is_in_pregnancy_or_post_confinement_period`, `uc_is_in_startup_period`, `uc_is_responsible_foster_parent_of_child_under_one`, `uc_is_student_with_no_work_related_requirements`, `uc_is_temporarily_absent_from_claimant_household`, `universal_credit_reported`, `war_widows_pension_reported`, `widowed_parents_allowance_reported`, `winter_fuel_allowance_reported`, `working_tax_credit_reported` diff --git a/packages/microcosm-build/pyproject.toml b/packages/microcosm-build/pyproject.toml index 1f3945e41b..6d4c8f2ee7 100644 --- a/packages/microcosm-build/pyproject.toml +++ b/packages/microcosm-build/pyproject.toml @@ -51,7 +51,7 @@ 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>=2.174.1", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] +uk = ["policyengine-uk>=2.177.4", "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 3aa0a78a1f..43e8c7322e 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": "2.174.1" + "version": "2.177.4" }, "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 d8a3b7eb8a..4fb51cdcb5 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": "2.174.1" + "version": "2.177.4" }, "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/us_runtime/worker_identity.py b/packages/microcosm-build/src/microcosm/build/us_runtime/worker_identity.py index f30c3b1338..7a0d946def 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 = ( - "09966daa90c70c6f39f7576f1ffd9ecb8b2dfabfb73e736542d4f8ade93e4d6a" + "4661f7680ace8bbdb0bd7ef7388eb7434b4d44ce69c3925a2449c25ee5c0e298" ) LEGACY_CAMPAIGN_UV_LOCK_SHA256 = ( "27f47e385cfa35e2644a37410d1804b361ad9aee123577551c8421547bda65ee" 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 b71fb82a24..9509623394 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 @@ -32,8 +32,8 @@ #: What every UK install path resolves: the locked policyengine-uk and the #: policyengine-core its own floor brings. UK_ENGINE = { - "policyengine-core": "3.33.3", - "policyengine-uk": "2.174.1", + "policyengine-core": "3.34.10", + "policyengine-uk": "2.177.4", } ENGINE_PACKAGES = ("microcosm-build", "microcosm-data", "microcosm-frame") diff --git a/packages/microcosm-data/pyproject.toml b/packages/microcosm-data/pyproject.toml index a5ee647a92..66c419ea31 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>=2.174.1"] +uk = ["policyengine-uk>=2.177.4"] [project.urls] Homepage = "https://microcosm.institute" diff --git a/packages/microcosm-frame/pyproject.toml b/packages/microcosm-frame/pyproject.toml index 5efb812a94..5f88eb2cec 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>=2.174.1"] +uk = ["policyengine-uk>=2.177.4"] # 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 a2b47859fc..4757906d85 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 2.174.1. Every +# (microcosm.frame.concepts), reviewed against policyengine-uk 2.177.4. 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``); @@ -475,12 +475,53 @@ "funding and whom no exception covers. It is understated for an 18- or " "19-year-old on the FRS adult table on such a course who reports no " "Universal Credit, JSA or ESA of their own and is without parental " - "support: policyengine-uk 2.174.1 has no input for parental support, " + "support: policyengine-uk 2.177.4 has no input for parental support, " "so it doesn't apply reg. 14(1)(a), and such a person counts as a " "qualifying young person. Such records are mostly young people living " "away from their parents (microcosm#1095, microcosm#1535; for María's " "signature)." ), + "legacy_prescribed_accommodation_capital_exception": ( + "From policyengine-uk 2.174.8 a claimant who lives permanently in " + "prescribed accommodation (a care home, an independent hospital, an " + "Abbeyfield Home or Polish Resettlement Act accommodation, receiving the " + "care the regulations describe: IS Regs 1987 reg. 53(1B)-(1C), JSA Regs " + "1996 reg. 116(1B)-(1C), ESA Regs 2008 reg. 118(3)-(4) and their " + "Northern Ireland equivalents) takes tariff income on capital above GBP " + "10,000 instead of GBP 6,000 for Income Support, income-based JSA and " + "income-related ESA. The FRS samples private households, so it holds " + "almost no such resident, and the input stays False. A qualifying " + "resident's legacy benefit is understated by the tariff income on " + "capital between GBP 6,000 and GBP 10,000; eligibility, capital and the " + "upper limit do not move (microcosm#1095; for María's signature)." + ), + "esa_income_appointee_saving": ( + "Under SI 2025/1148 art. 3A(2) (SR 2025/176 art. 3A(2) in Northern " + "Ireland) an old-style income-related ESA award stays payable after the " + "abolition of 1 July 2026 (1 October 2026 in Northern Ireland) where an " + "appointee acts for the claimant, or the department decided in the six " + "months before that one was likely needed. The FRS does not identify " + "appointees, so the input stays False and policyengine-uk 2.175.3 ends " + "every reported award at the abolition. DWP exempted around 500 such " + "claimants from the June 2026 closure (LA Welfare Direct 6/2026), so " + "from July 2026 the build ends about that many awards that the saving " + "keeps. 2025, the calibration year, does not move (microcosm#1095; for " + "María's signature)." + ), + "cares_for_severely_disabled_person": ( + "From policyengine-uk 2.177.3 caring hours pay Carer's Allowance and " + "Carer Support Payment, and count for the Universal Credit carer " + "element, only where the person cared for gets a qualifying disability " + "benefit (SSCBA 1992 s. 70(1)-(2); SSI 2023/302 regs 2 and 5(1); UC Regs " + "2013 regs 29-30). The FRS records caring hours but not whom the carer " + "cares for, and the person cared for can live elsewhere, so the build " + "leaves the input at its default, True, as policyengine-uk documents for " + "survey data. A carer whose hours go to someone with no qualifying " + "benefit is then treated as entitled through the caring-hours route; a " + "reported award counts whatever the input says. At the default no " + "figure moves from policyengine-uk 2.177.2 (microcosm#1095; for María's " + "signature)." + ), } @@ -505,7 +546,7 @@ def _uk_take_up(program: str, entity: str) -> InputBinding: POLICYENGINE_UK_CONCEPT_MAPPING = ConceptMapping( engine="policyengine-uk", - engine_version="2.174.1", + engine_version="2.177.4", 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 e0d39bce4a..1006b8ad44 100644 --- a/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json +++ b/packages/microcosm-frame/tests/golden/concept-coverage/policyengine-uk.json @@ -405,8 +405,8 @@ } ], "engine": "policyengine-uk", - "engine_version": "2.174.1", - "input_count": 376, + "engine_version": "2.177.4", + "input_count": 378, "schema_sha256": "5a55669d0447a686692911a6327ae298f19741dde29559f2654a75807878a141", "structural_inputs": [ { @@ -635,6 +635,10 @@ "entity": "person", "name": "carers_allowance_reported" }, + { + "entity": "person", + "name": "cares_for_severely_disabled_person" + }, { "entity": "person", "name": "cash_isa_balance" @@ -879,6 +883,10 @@ "entity": "person", "name": "esa_contrib_reported" }, + { + "entity": "person", + "name": "esa_income_appointee_saving" + }, { "entity": "person", "name": "esa_income_reported" @@ -1035,10 +1043,6 @@ "entity": "person", "name": "is_apprentice" }, - { - "entity": "person", - "name": "is_before_universal_credit_qualifying_young_person_terminal_date" - }, { "entity": "person", "name": "is_blind" @@ -1091,6 +1095,10 @@ "entity": "household", "name": "land_based_fixed_odds_betting_net_losses" }, + { + "entity": "benunit", + "name": "legacy_prescribed_accommodation_capital_exception" + }, { "entity": "benunit", "name": "liable_for_share_of_household_rent" diff --git a/uv.lock b/uv.lock index fdfff46c69..bc162945bc 100644 --- a/uv.lock +++ b/uv.lock @@ -831,7 +831,7 @@ 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 = ">=2.174.1" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.177.4" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, { name = "pyarrow", specifier = ">=15" }, { name = "pyyaml", specifier = ">=6" }, @@ -910,7 +910,7 @@ 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 = ">=2.174.1" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.177.4" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, ] provides-extras = ["us", "uk"] @@ -1022,7 +1022,7 @@ 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 = ">=2.174.1" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.177.4" }, { name = "policyengine-us", marker = "extra == 'policyengine'", specifier = ">=2.2.1,<3" }, { name = "tables", marker = "extra == 'axiom'", specifier = ">=3" }, ] @@ -1607,7 +1607,7 @@ wheels = [ [[package]] name = "policyengine-core" -version = "3.33.3" +version = "3.34.10" source = { registry = "https://pypi.org/simple" } resolution-markers = [ "python_full_version >= '3.14' and sys_platform == 'win32'", @@ -1635,24 +1635,24 @@ dependencies = [ { name = "standard-imghdr" }, { name = "wheel" }, ] -sdist = { url = "https://files.pythonhosted.org/packages/17/af/e8449e8a488468e5ce28b6b9066a2372e05bc7971ad9a441eb4e6efbb740/policyengine_core-3.33.3.tar.gz", hash = "sha256:7da78ae9cc7b1d6833dc30651a0a4775edd2d5e205a73bbafcc0b15c988c880e", size = 693203, upload-time = "2026-10-12T20:53:17.299Z" } +sdist = { url = "https://files.pythonhosted.org/packages/39/15/8526adf38be5c96324f458886a2622704daec39b7e487899a7e922e299eb/policyengine_core-3.34.10.tar.gz", hash = "sha256:d232ddc415c3fa65bad31c0be25ff0f2c5826a5ae4cae10a47e6cd0a2102931d", size = 779988, upload-time = "2026-11-08T01:59:34.917Z" } wheels = [ - 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{ url = "https://files.pythonhosted.org/packages/35/ed/5ea303be2fd38da4e5f9b9a3fd012a5f9454fd5ef66a1df26c3267fb57a8/policyengine_uk-2.174.1-py3-none-any.whl", hash = "sha256:1d4d17c74bd5b853a148e9c44b080490dd0393725fe18b2b82ec55eecdb9bb58", size = 6313656, upload-time = "2026-11-04T07:36:02.964Z" }, + { url = "https://files.pythonhosted.org/packages/d1/7f/c9a95b93ec06457711b28d897bbe00b79ee0b811c27ccfd0a09c908a8f89/policyengine_uk-2.177.4-py3-none-any.whl", hash = "sha256:7c7373b465117fc98a10f88bacf924f747c954ee0c032b7ae10a3d97c5b434b8", size = 6959063, upload-time = "2026-11-10T01:15:06.896Z" }, ] [[package]] From 5a341aca9703b42a9a49efcad45042ec3a89421a Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 11:51:14 +0000 Subject: [PATCH 2/9] Describe the engine at policyengine-uk 2.177.4 The stage notes, code comments, docstrings and docs that describe the locked engine now cite 2.177.4, each checked against it: the education flag's one reader (uc_receiving_education), is_uc_eligible's age and role conditions, Universal Credit's capital readers, the limited capability proxy, the PIP categories from points, the trading allowance claim status, the ISA and Lifetime ISA readers and the capital source lists are unchanged from 2.174.1 (is_uc_eligible changes only its reg 60A Working Tax Credit test, from 2.175.1). The two policy_parameters dependencies of the CGT stages follow the new floor. The take-up stage's note still said the build flags nobody in full-time education and named three engine cases; since #1535 frs_education sets the flag and the lockstep test names a fourth, which the note now gives, as the code comment does. The coverage manifest tool's reviewed PIP notes and the eFRS known gaps follow, and the manifest is regenerated: only those notes and the source manifest digest move. Co-Authored-By: Claude Opus 5.5 --- docs/uk-isa-subscriptions-1415.md | 4 +- docs/uk-lisa-1003.md | 2 +- .../build/uk/efrs_parity_known_gaps.json | 4 +- .../uk/release_input_coverage_manifest.json | 58 +++++++++---------- .../src/microcosm/build/uk/source_stages.json | 14 ++--- .../src/microcosm/build/uk/spec/sources.yaml | 14 ++--- .../build/uk_runtime/frs_education.py | 2 +- .../microcosm/build/uk_runtime/frs_take_up.py | 2 +- .../build/uk_runtime/hmrc_uprating.py | 4 +- .../microcosm/build/uk_runtime/pip_points.py | 2 +- .../build/uk_runtime/uc_capital_coherence.py | 2 +- .../build/uk_runtime/uc_limited_capability.py | 2 +- .../engine/uk/test_uk_dfe_spring_term.py | 2 +- .../tests/engine/uk/test_uk_frs_education.py | 4 +- .../uk/test_uk_pip_points_categories.py | 2 +- .../test_uk_trading_allowance_claim_status.py | 2 +- .../uk/test_uk_uc_limited_capability.py | 2 +- .../engine_free/uk/test_uk_frs_stochastic.py | 2 +- ...test_uk_release_input_coverage_manifest.py | 2 +- ...uild_uk_release_input_coverage_manifest.py | 8 +-- 20 files changed, 67 insertions(+), 67 deletions(-) diff --git a/docs/uk-isa-subscriptions-1415.md b/docs/uk-isa-subscriptions-1415.md index 43fba18c23..601b04b344 100644 --- a/docs/uk-isa-subscriptions-1415.md +++ b/docs/uk-isa-subscriptions-1415.md @@ -16,7 +16,7 @@ nothing in the spine reads its outputs. The `was_lisa` stage also anchors Lifetime ISA holders to HMRC's payers (below, and [the LISA notes](uk-lisa-1003.md)). -The pinned policyengine-uk 2.174.1 reads all five: +The pinned policyengine-uk 2.177.4 reads all five: - `lifetime_isa_payments`, whose 25% bonus is `lifetime_isa_bonus`; - the subscriptions, against the limits of policyengine-uk#2712 @@ -193,7 +193,7 @@ HMRC's national totals, so it is a population fact check. The fields support the subscriptions a limit leaves out: the overall £20,000 limit and a separate cash limit (the £12,000 under-65 setting is a reform in policyengine-uk), through `isa_subscriptions_above_limit` and -`cash_isa_subscriptions_above_limit`. policyengine-uk 2.174.1 reads neither in +`cash_isa_subscriptions_above_limit`. policyengine-uk 2.177.4 reads neither in any tax or spending variable, so a limit reform changes those amounts but costs nothing until the engine models where the excess goes. The subscriptions are flows the engine does not uprate, so a later year reads 2024-25 amounts. In diff --git a/docs/uk-lisa-1003.md b/docs/uk-lisa-1003.md index 7ecc1608b2..f5f4302a1c 100644 --- a/docs/uk-lisa-1003.md +++ b/docs/uk-lisa-1003.md @@ -139,7 +139,7 @@ financial wealth. LISAs are not inside `savings` (savings accounts), `cash_isa`, `stocks_and_shares_isa` or `corporate_wealth`. The LISA columns are a detail of gross financial wealth: they must never be added to it, to `savings`, or to the ISA columns. The engine's `total_wealth` does not read -`gross_financial_wealth`. On policyengine-uk 2.174.1 the means tests of +`gross_financial_wealth`. On policyengine-uk 2.177.4 the means tests of Universal Credit, Housing Benefit, Pension Credit, income-based ESA and JSA and Income Support count a LISA at its surrender value (`lifetime_isa_countable_capital`: the balance less the withdrawal charge below diff --git a/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json b/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json index a759325771..bccb9273c8 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json +++ b/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json @@ -646,13 +646,13 @@ }, "pip_dl_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.174.1 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", "approved_by": "juaristi22", "approved_on": "2026-11-09" }, "pip_m_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.174.1 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", "approved_by": "juaristi22", "approved_on": "2026-11-09" } 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 62fd1d755f..d2f10749cd 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 @@ -314,12 +314,12 @@ "pip_dl_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", "status": "reviewed_exclusion", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.174.1 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." }, "pip_m_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", "status": "reviewed_exclusion", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.174.1 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." }, "private_pension_income": { "status": "required" @@ -476,7 +476,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -499,7 +499,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -522,7 +522,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -544,7 +544,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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)" @@ -578,7 +578,7 @@ "hmrc_spi_employment_benefits" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "source": "The FRS job record's company car answers through frs_spine's carriers (EXPBEN01, EXPBEN03, CARVAL, FUELTYP, CARCON, CARAMT), WAS round-8 company cars' list prices, and HMRC's 2024-25 company car recipients by CO2 band (Table 2A) and fuel (Table 2C), via the vendored facts", "survey": "Family Resources Survey 2024-25 job record; Wealth and Assets Survey round 8; HMRC Benefits in kind statistics (July 2026)" @@ -607,7 +607,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -627,7 +627,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -649,7 +649,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -670,7 +670,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -694,7 +694,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "conditioning_resource": "hmrc_cgt_conditioning_facts.json", "conditioning_resource_sha256": "c3dace8b693dc5e7a3c6acc46ad43d412e3d1fb5702341ed9119e286a12d18e5", @@ -784,7 +784,7 @@ "full_frs_tei_band_unavailable" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "hmrc_surface": "2023-24", "mapped_build_period": "2024", @@ -811,7 +811,7 @@ "required_mass_change_reason": "ISA subscriptions per adult from HMRC's ISA tables on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "source": "HMRC Individual Savings Account statistics Tables 9.4, 9.6 and 9.7 to 9.9, the cash ISA limit reduction impact note and Lifetime ISA Table 1a, via the vendored facts; 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": "HMRC Annual savings statistics (September 2026 release); Wealth and Assets Survey round 8" @@ -883,7 +883,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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, the NTS private cars (UK Data Service SN 5340, End User Licence; the vehicle and household tabs, survey years 2022-2024) for the zero-emission share by income fifth and the household-paid road-fuel mix, and the DfT and devolved bus finance tables and fares indices.", "survey": "Living Costs and Food Survey 2024-25" @@ -909,7 +909,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -930,7 +930,7 @@ "required_mass_change_reason": "PIP points 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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "source": "pip_dl_category and pip_m_category (frs_disability, and hmrc_spi_income_spine for the SPI rows) and the stored age; dwp_pip_points_facts.json, vendored from the pinned feed", "survey": "DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (PIP points by age group, England and Wales, end of January 2025), on the spine's stored PIP awards" @@ -950,7 +950,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -973,7 +973,7 @@ "property_finance_costs" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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)" @@ -994,7 +994,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -1017,7 +1017,7 @@ "property_wealth" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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)" @@ -1041,7 +1041,7 @@ "non_residential_property_value" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -1069,7 +1069,7 @@ "employment_income" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -1102,7 +1102,7 @@ "household_source_id" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -1125,7 +1125,7 @@ "student_loan_balance" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -1146,7 +1146,7 @@ "required_mass_change_reason": "Trading allowance claim statuses 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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "source": "self_employment_income after the SPI income stage, and household_is_spi_synthetic for the full-relief group; HMRC's published gainers of the raise to GBP 3,000, about 400,000 taxpayers with a lower bill by about GBP 380 on average", "survey": "The self-employed's own profit on the final spine, and HMRC's policy paper on the Budget 2026 trading allowance raise (calibration)" @@ -1167,7 +1167,7 @@ "required_mass_change_reason": "UC limited capability flags 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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "source_vintages": { "source": "frs_uc_lcw_status (frs_spine) on the UC row's person, and the locked engine's uc_limited_capability_for_WRA, uc_limited_capability_for_work, is_uc_assessed_claimant and is_carer_for_benefits on the frame as it stands", "survey": "Family Resources Survey 2024-25 (BENEFITS.UCLCW, DWP's limited capability status on a linked Universal Credit claim) and policyengine-uk's limited capability proxy, evaluated by the pinned engine" @@ -1189,7 +1189,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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" @@ -1228,7 +1228,7 @@ "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": "2656b49650cabe0db45e41022eb18ee08060963acaca5dd0881a66e4c6735610", + "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", "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 8694e61e80..fd7808e553 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json +++ b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json @@ -943,7 +943,7 @@ "age_started_or_accepted_current_education_or_training", "age_left_full_time_education" ], - "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.174.1 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095)." + "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.4 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095)." }, { "stage": "frs_legacy_proxies", @@ -1188,7 +1188,7 @@ "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 2.174.1's is_uc_eligible, whose education condition (from 2.173.2) every claimant meets because the build flags nobody in full-time education; 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 2.177.4's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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", @@ -6818,7 +6818,7 @@ "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 2.174.1 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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 2.177.4 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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_limited_capability", @@ -6869,7 +6869,7 @@ "uc_limited_capability_for_WRA", "uc_limited_capability_for_work" ], - "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.174.1 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy." + "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.177.4 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy." }, { "stage": "uc_take_up", @@ -7718,7 +7718,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.174.1 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.4 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount" ], @@ -7799,7 +7799,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.174.1 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.4 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount", "gov.hmrc.cgt.badr.lifetime_limit", @@ -8610,7 +8610,7 @@ "pip_dl_points", "pip_m_points" ], - "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María's signature of 2026-11-09 on the choices below). policyengine-uk 2.174.1 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (María's signature of 2026-11-10)." + "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María's signature of 2026-11-09 on the choices below). policyengine-uk 2.177.4 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (María's signature of 2026-11-10)." }, { "grain": "person", 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 e091019559..1cdf102dbf 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml +++ b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml @@ -897,7 +897,7 @@ stages: - child_ema - age_started_or_accepted_current_education_or_training - age_left_full_time_education - notes: 'Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid''s review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.174.1 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).' + notes: 'Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid''s review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.4 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).' - stage: frs_legacy_proxies survey: Family Resources Survey 2024-25 source: Department for Work and Pensions Family Resources Survey 2024-25, UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1; local licensed 2024_25 tabs. plus policyengine-uk DWP parameters. @@ -1074,7 +1074,7 @@ 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 2.174.1's is_uc_eligible, whose education condition (from 2.173.2) every claimant meets because the build flags nobody in full-time education; 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 2.177.4's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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. @@ -5499,7 +5499,7 @@ 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 2.174.1 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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 2.177.4 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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_limited_capability survey: Family Resources Survey 2024-25 (BENEFITS.UCLCW, DWP's limited capability status on a linked Universal Credit claim) and policyengine-uk's limited capability proxy, evaluated by the pinned engine source: frs_uc_lcw_status (frs_spine) on the UC row's person, and the locked engine's uc_limited_capability_for_WRA, uc_limited_capability_for_work, is_uc_assessed_claimant and is_carer_for_benefits on the frame as it stands @@ -5537,7 +5537,7 @@ stages: outputs: - uc_limited_capability_for_WRA - uc_limited_capability_for_work - notes: 'DWP''s limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María''s NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine''s proxy; she signed the choices below the same day). policyengine-uk 2.174.1 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP''s records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row''s person, gives the claim''s own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine''s own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP''s status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row''s person, or to the partner where the UC row''s person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim''s status is this rule''s approximation. Unlinked reporters, the take-up redraw''s entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw''s award screen, earlier in the spine, still reads the proxy.' + notes: 'DWP''s limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María''s NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine''s proxy; she signed the choices below the same day). policyengine-uk 2.177.4 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP''s records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row''s person, gives the claim''s own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine''s own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP''s status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row''s person, or to the partner where the UC row''s person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim''s status is this rule''s approximation. Unlinked reporters, the take-up redraw''s entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw''s award screen, earlier in the spine, still reads the proxy.' - 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.' @@ -6204,7 +6204,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.174.1 via microcosm-build[uk] + dependency: policyengine-uk>=2.177.4 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 @@ -6269,7 +6269,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.174.1 via microcosm-build[uk] + dependency: policyengine-uk>=2.177.4 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount - gov.hmrc.cgt.badr.lifetime_limit @@ -6915,7 +6915,7 @@ stages: outputs: - pip_dl_points - pip_m_points - notes: 'PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María''s signature of 2026-11-09 on the choices below). policyengine-uk 2.174.1 decides a PIP component''s rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient''s points within their stored award from DWP''s Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload''s daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine''s category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland''s and Northern Ireland''s recipients use England and Wales''s tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9''s rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row''s shares only relative to one another within an award''s range, and the receipt records every row''s total. A reform to the points thresholds reaches Scotland''s Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland''s PIP recipients. Their awards follow Scotland''s and Northern Ireland''s own regulations, which a DWP reform doesn''t change, so the receipt counts each country''s recipients for netting them out. The points are each component''s total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity''s points, and they keep no link between the two components'' points (María''s signature of 2026-11-10).' + notes: 'PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María''s signature of 2026-11-09 on the choices below). policyengine-uk 2.177.4 decides a PIP component''s rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient''s points within their stored award from DWP''s Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload''s daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine''s category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland''s and Northern Ireland''s recipients use England and Wales''s tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9''s rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row''s shares only relative to one another within an award''s range, and the receipt records every row''s total. A reform to the points thresholds reaches Scotland''s Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland''s PIP recipients. Their awards follow Scotland''s and Northern Ireland''s own regulations, which a DWP reform doesn''t change, so the receipt counts each country''s recipients for netting them out. The points are each component''s total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity''s points, and they keep no link between the two components'' points (María''s signature of 2026-11-10).' - stage: trading_allowance_receipts survey: The self-employed's own profit on the final spine, and HMRC's policy paper on the Budget 2026 trading allowance raise (calibration) source: self_employment_income after the SPI income stage, and household_is_spi_synthetic for the full-relief group; HMRC's published gainers of the raise to GBP 3,000, about 400,000 taxpayers with a lower bill by about GBP 380 on average diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py index 9cc8a765d8..5241e605c5 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py @@ -50,7 +50,7 @@ #: student registered full-time at an educational establishment answers yes, #: one registered part-time no, and an apprentice is never coded as in #: full-time education. A yes sets policyengine-uk's -#: ``is_in_full_time_education``, which 2.174.1 reads only for Universal +#: ``is_in_full_time_education``, which 2.177.4 reads only for Universal #: Credit's condition that a claimant is not receiving education (UC Regs 2013 #: regs 12 and 13); the course's level comes from ``current_education``, which #: reads the same answer. 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 6a62fb7fae..4ceb320812 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 @@ -87,7 +87,7 @@ 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 2.174.1's ``is_uc_eligible`` +# partner meets its age conditions: policyengine-uk 2.177.4'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. From 2.173.2 that claimant must also meet the 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 0918a84387..f504a83930 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 @@ -537,8 +537,8 @@ 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 (``2.174.1.post1``, - ``2.174.1+local``) is refused. ``policyengine_uk`` imports from that + exactly, so a post-release or a local build of it (``2.177.4.post1``, + ``2.177.4+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/pip_points.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/pip_points.py index c7dc473b5e..e8c85a8bbe 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/pip_points.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/pip_points.py @@ -1,6 +1,6 @@ """PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095). -policyengine-uk 2.174.1 decides a PIP component's rate from its points +policyengine-uk 2.177.4 decides a PIP component's rate from its points (``pip_dl_points`` and ``pip_m_points``: 8 for the standard rate, 12 for the enhanced) wherever no category is supplied for the year (``utils/pip.py``). The release used to store ``pip_dl_category`` and ``pip_m_category``, which 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 d03c3317f4..17c5e83746 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 2.174.1 counts these household property values as Universal +#: policyengine-uk 2.177.4 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/uk_runtime/uc_limited_capability.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_limited_capability.py index beffd8eadf..907e43bb5f 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_limited_capability.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_limited_capability.py @@ -1,6 +1,6 @@ """Universal Credit limited capability from DWP's admin-linked status (Y1 of the November event-data plan, microcosm#1095). -policyengine-uk 2.174.1 decides a person's limited capability for work and +policyengine-uk 2.177.4 decides a person's limited capability for work and work-related activity (``uc_limited_capability_for_WRA``) from a proxy: ``is_disabled_for_benefits``, which the spine sets from any reported disability benefit or ESA, unless the person's own ESA award lacks the support 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 8a30dbdc85..a4d4ab9dbe 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 2.174.1).""" +"""The DfE spring-term measures on hand-built households (policyengine-uk 2.177.4).""" from __future__ import annotations diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py b/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py index 7ff22f0fb8..79ec67f9fc 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py @@ -12,7 +12,7 @@ from microcosm.build.uk_runtime.frs_education import derive_frs_education YEAR = 2025 -#: The stage's outputs that policyengine-uk 2.174.1 reads as person inputs on +#: The stage's outputs that policyengine-uk 2.177.4 reads as person inputs on #: the way to the Universal Credit education condition. ENGINE_COLUMNS = ( "current_education", @@ -27,7 +27,7 @@ def test_the_flag_applies_the_universal_credit_education_condition() -> None: """A full-time student on an advanced course claims only with an exception. - On policyengine-uk 2.174.1, a childless full-time university student with + On policyengine-uk 2.177.4, a childless full-time university student with no disability benefit receives education (UC Regs 2013 reg 12(2)(a)) and is not eligible for Universal Credit; one with PIP and limited capability for work is excepted (reg 14(1)(b)) and is eligible. A full-time diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py b/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py index f8780b03e7..29f2b23788 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py @@ -2,7 +2,7 @@ The pip_points stage's own rules are tested engine-free in tests/engine_free/uk/test_uk_pip_points.py. Here, on the locked engine -(2.174.1), the points it draws give back every stored category in every year +(2.177.4), the points it draws give back every stored category in every year from 2024 to 2030, with no category supplied: the release drops the categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS) and carries the points into every projected year, as policyengine-uk's single-year extension copies a stored column. diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py b/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py index dc476fbc6b..22060a27c4 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py @@ -2,7 +2,7 @@ The stage's own rules are tested engine-free in tests/engine_free/uk/test_uk_trading_allowance_receipts.py. Here, on the locked -engine (2.174.1), the three statuses relieve what the stage's notes say, and the +engine (2.177.4), the three statuses relieve what the stage's notes say, and the status stays an engine input for every later lock bump (Vahid's items 1 and 3 on microcosm#1439). """ diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py b/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py index fdf82f44c9..ddc4c02674 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py @@ -2,7 +2,7 @@ The stage's rule is tested engine-free in tests/engine_free/uk/test_uk_uc_limited_capability.py. Here, on the locked -engine (2.174.1), the stage asks the engine for its proxy and stores both +engine (2.177.4), the stage asks the engine for its proxy and stores both flags; unlinked people keep the engine's own answer exactly, and the LCWRA element follows DWP's status on linked claims, in the survey year and in the calibration year the engine projects the stored values to. 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 527efe609e..7727e55167 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 @@ -246,7 +246,7 @@ 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 2.174.1's is_uc_eligible reads the age of the unit's UC + policyengine-uk 2.177.4'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-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py index 45ce27f898..0b79c9b74d 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py @@ -320,7 +320,7 @@ def test_manifest_generation_rejects_engine_derived_drift_and_overlap() -> None: def test_only_the_reviewed_inputs_the_engine_derives_since_the_reference_pass() -> None: # The eFRS reference's engine (2.89.0) read the PIP categories as plain - # inputs; policyengine-uk 2.174.1 derives them from the points. Only the + # inputs; policyengine-uk 2.177.4 derives them from the points. Only the # reviewed list admits them past the formula-owned check, and a name on # that list that is no engine-derived exclusion is refused # (microcosm#1095, P1). diff --git a/tools/build_uk_release_input_coverage_manifest.py b/tools/build_uk_release_input_coverage_manifest.py index a90a11c197..c884e7943e 100644 --- a/tools/build_uk_release_input_coverage_manifest.py +++ b/tools/build_uk_release_input_coverage_manifest.py @@ -104,7 +104,7 @@ "reason": ENGINE_DERIVED_EXCLUSION_REASON, "tracking_note": ( "microcosm#1095 (P1 of the November event-data plan): " - "policyengine-uk 2.174.1 derives pip_dl_category from " + "policyengine-uk 2.177.4 derives pip_dl_category from " "pip_dl_points (8 points for the standard rate, 12 for the " "enhanced) where no category is supplied for the year; the " "pip_points stage stores the points within the stored award, and " @@ -118,7 +118,7 @@ "reason": ENGINE_DERIVED_EXCLUSION_REASON, "tracking_note": ( "microcosm#1095 (P1 of the November event-data plan): " - "policyengine-uk 2.174.1 derives pip_m_category from pip_m_points " + "policyengine-uk 2.177.4 derives pip_m_category from pip_m_points " "(8 points for the standard rate, 12 for the enhanced) where no " "category is supplied for the year; the pip_points stage stores " "the points within the stored award, and the release and " @@ -154,12 +154,12 @@ #: these beyond the reference's own list (microcosm#1095, P1). ENGINE_DERIVED_SINCE_REFERENCE: dict[str, str] = { "pip_dl_category": ( - "policyengine-uk 2.174.1, variables/input/pip_dl_category.py through " + "policyengine-uk 2.177.4, variables/input/pip_dl_category.py through " "utils/pip.py pip_category: from pip_dl_points where no category is " "supplied for the year" ), "pip_m_category": ( - "policyengine-uk 2.174.1, variables/input/pip_m_category.py through " + "policyengine-uk 2.177.4, variables/input/pip_m_category.py through " "utils/pip.py pip_category: from pip_m_points where no category is " "supplied for the year" ), From 5d6a3e77484ecee4119b20eba3b08765410ace7b Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 14:35:32 +0000 Subject: [PATCH 3/9] Follow 2.176.1's default and 2.177.2's Scottish bands in a receipt and a test From 2.176.1 is_before_universal_credit_qualifying_young_person_terminal_date defaults to true, so the eFRS candidate's frozen non-default shares for that column, which the reader measures against the engine's default, become the shares of the false values, as tools/build_uk_release_input_coverage_manifest.py measures the cached certified candidate. Every other measurement matches the frozen receipt, which keeps its original engine provenance (2.89.0). The stored values do not change, and the column stays a populated loader input. From 2.177.2 (PolicyEngine/policyengine-uk#2828) tax_band applies the Scottish limits to income other than savings and dividends only, as HMRC classifies taxpayers. That closes the known gap the tax-band measure test pinned so a fix would show: the test's Scottish taxpayer with 40,000 of earnings and 5,000 of dividends is now INTERMEDIATE, not HIGHER, and Scotland's two national ITL rows move with the fix. Co-Authored-By: Claude Opus 5.5 --- .../build/uk/efrs_parity_known_gaps.json | 4 +-- .../engine/uk/test_uk_tax_band_measure.py | 26 ++++++++++--------- 2 files changed, 16 insertions(+), 14 deletions(-) diff --git a/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json b/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json index bccb9273c8..795cf11198 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json +++ b/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json @@ -221,7 +221,7 @@ "housing_water_and_electricity_consumption": 0.999553238545, "iidb_reported": 0.001597494687, "income_support_reported": 0.004350394394, - "is_before_universal_credit_qualifying_young_person_terminal_date": 0.000478951899, + "is_before_universal_credit_qualifying_young_person_terminal_date": 0.999521048101, "is_benunit_head": 0.533965378952, "is_disabled_for_benefits": 0.070300252871, "is_enhanced_disabled_for_benefits": 0.034839037216, @@ -388,7 +388,7 @@ "housing_water_and_electricity_consumption": 0.999813, "iidb_reported": 0.004252, "income_support_reported": 0.002956, - "is_before_universal_credit_qualifying_young_person_terminal_date": 0.000847, + "is_before_universal_credit_qualifying_young_person_terminal_date": 0.999153, "is_benunit_head": 0.534941, "is_disabled_for_benefits": 0.070573, "is_enhanced_disabled_for_benefits": 0.035157, diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_tax_band_measure.py b/packages/microcosm-build/tests/engine/uk/test_uk_tax_band_measure.py index bec1788c05..d4262d0fa1 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_tax_band_measure.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_tax_band_measure.py @@ -87,23 +87,25 @@ def test_a_scottish_taxpayer_is_classified_on_the_scottish_thresholds( assert _bands(people, "SCOTLAND") == [band] -def test_scottish_savings_and_dividends_count_against_the_scottish_thresholds(): - """A known gap against HMRC's classification, pinned so a fix shows. - - Scottish rates apply to non-savings, non-dividend income only: earnings of - 40,000 sit in the intermediate band, and 5,000 of dividends on top are - taxed at the UK ordinary rate (the total is under the UK higher-rate - threshold of 50,270), so HMRC counts no higher rate taxpayer. The engine - compares total income with the Scottish thresholds and returns HIGHER. - The same person in England is BASIC. Only Scotland's two national rows - (hmrc.itl.higher_rate_taxpayers and additional) carry this; the Scottish - area cells are unbound. +def test_scottish_savings_and_dividends_count_against_the_uk_thresholds(): + """Scottish rates apply to non-savings, non-dividend income only. + + Earnings of 40,000 sit in the intermediate band, and 5,000 of dividends on + top are taxed at the UK ordinary rate (the total is under the UK + higher-rate threshold of 50,270), so HMRC counts no higher rate taxpayer. + Until policyengine-uk 2.177.2 the engine compared total income with the + Scottish thresholds and returned HIGHER, a known gap this test pinned so + the fix would show; since PolicyEngine/policyengine-uk#2828 it applies the + Scottish limits to that income alone, as HMRC does. The same person in + England is BASIC. Of the rows that read the band, only Scotland's two + national rows (hmrc.itl.higher_rate_taxpayers and additional) move with + the fix; the Scottish area cells are unbound. """ people = { "adult": {"age": 40, "employment_income": 40_000.0, "dividend_income": 5_000.0} } - assert _bands(people, "SCOTLAND") == ["HIGHER"] + assert _bands(people, "SCOTLAND") == ["INTERMEDIATE"] assert _bands(people, "ENGLAND") == ["BASIC"] From ffba6349b04e9693013ad547e8836fe6b114a238 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 14:23:55 +0000 Subject: [PATCH 4/9] Regenerate the H2 fixture and add the bump's changelog The charter-H2 fixture is regenerated on policyengine-uk 2.177.4 and policyengine-core 3.34.10, and a --check run reproduces it byte for byte. Every node's numerical dependencies name the new engine and core, four stage contract digests follow the re-stamped notes and dependency strings, and the fixture's synthetic CGT asset-type facts, which are sized from the fixture frame after the stages that read the engine, move by under 0.001%. Co-Authored-By: Claude Opus 5.5 --- .../uk-policyengine-uk-2-177-4.changed.md | 1 + .../sources/cgt_asset_type_facts.json | 44 +++++++++---------- .../parity/uk_spine/sources/fixture.json | 14 +++--- .../fixtures/parity/uk_spine/uk_spine.json | 2 +- 4 files changed, 31 insertions(+), 30 deletions(-) create mode 100644 changelog.d/uk-policyengine-uk-2-177-4.changed.md diff --git a/changelog.d/uk-policyengine-uk-2-177-4.changed.md b/changelog.d/uk-policyengine-uk-2-177-4.changed.md new file mode 100644 index 0000000000..fd48231aa4 --- /dev/null +++ b/changelog.d/uk-policyengine-uk-2-177-4.changed.md @@ -0,0 +1 @@ +The UK lock moves from policyengine-uk 2.174.1 to 2.177.4 (microcosm#1095), the newest release, and the UK side's policyengine-core from 3.33.3 to 3.34.10, since 2.177.4 requires 3.34.9 or later; the US side stays on 3.32.5. Three new inputs stay at their defaults and are signed in `UK_ENGINE_DEFAULT_INPUTS`, each with the error it can make: `legacy_prescribed_accommodation_capital_exception` (2.174.8) and `esa_income_appointee_saving` (2.175.3) at false, and `cares_for_severely_disabled_person` (2.177.3) at true, which moves no figure. `is_before_universal_credit_qualifying_young_person_terminal_date` now has a formula from the date of birth (2.176.1); `frs_education` still writes it, and Universal Credit reads it only for a 19-year-old alongside the education condition, so the result is the engine's own. What the build's engine reads return changes at 2024 and 2025: Council Tax Reduction for pensioners' children, Scotland's and Wales's working-age schemes and non-dependant deductions (2.175.5, 2.175.8, 2.176.2 and 2.177.2); rent-a-room relief and the board-and-lodging disregards on the boarders' and lodgers' rent the build writes (2.176.0); Universal Credit's LHA bedrooms, its renter exemption and a benefit cap that counts no Housing Benefit (2.176.2); VAT's survey coverage, from 0.67 to 0.69 (2.177.0); Marriage Allowance as the recipient's tax reduction and Scottish taxpayers' tax bands (2.177.2); and no Plan 5 repayment before 6 April 2026 (2.177.3). The build keeps the FRS sub-letting rent in `property_income`, and `obr.vat` stays held, until their own changes (microcosm#1095). The tax-band measure test now asserts HMRC's classification of a Scottish taxpayer's savings and dividends, which 2.177.2 adopts, and the frozen eFRS candidate receipt measures the terminal-date column against its new default. No economic pin moves: the vendored uprating pins and the bonus-sacrifice anchor change only their version stamps, and the CGT projection path keeps its values. The concept coverage (376 to 378 inputs), the texts that describe the engine, the take-up stage's note on the education condition, the cited versions, the coverage manifest, the H2 fixture and `APPROVED_UV_LOCK_SHA256` follow. diff --git a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/cgt_asset_type_facts.json b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/cgt_asset_type_facts.json index 20d1236943..b06f3b7a2e 100644 --- a/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/cgt_asset_type_facts.json +++ b/packages/microcosm-graph/tests/fixtures/parity/uk_spine/sources/cgt_asset_type_facts.json @@ -2,68 +2,68 @@ "resource": "synthetic-cgt-asset-type.json", "resource_sha256": "synthetic", "source_commit": "synthetic", - "table4_all_gains": 6553019.739993198, + "table4_all_gains": 6552963.170242225, "table4_all_tax": 0.0, "table4_all_taxpayers": 15.620692070399842, "table4_bands": [ { - "gains": 3998.9136215588096, + "gains": 3998.896243203532, "lower_bound": 0, "tax": null, - "taxpayers": 1.0110876039036742, + "taxpayers": 1.0110832020027747, "upper_bound": 10000 }, { - "gains": 36022.86448357924, + "gains": 36022.86274094768, "lower_bound": 10000, "tax": null, - "taxpayers": 2.3074204544012, + "taxpayers": 2.3074154417040127, "upper_bound": 25000 }, { - "gains": 82352.93761125686, + "gains": 82350.65269037096, "lower_bound": 25000, "tax": null, - "taxpayers": 2.3014366337328003, + "taxpayers": 2.3014336139645293, "upper_bound": 50000 }, { - "gains": 85635.49982066428, + "gains": 85629.6124885066, "lower_bound": 50000, "tax": null, - "taxpayers": 1.2473041190082756, + "taxpayers": 1.2473050054037311, "upper_bound": 100000 }, { - "gains": 189825.42741103738, + "gains": 189825.2836968278, "lower_bound": 100000, "tax": null, - "taxpayers": 1.1659090073905833, + "taxpayers": 1.1659081117188135, "upper_bound": 250000 }, { - "gains": 501523.31319059746, + "gains": 501466.216091077, "lower_bound": 250000, "tax": null, - "taxpayers": 1.3074357568341937, + "taxpayers": 1.3074390962903442, "upper_bound": 500000 }, { - "gains": 1647671.9994942814, + "gains": 1647672.9261943274, "lower_bound": 500000, "tax": null, - "taxpayers": 2.2741097107688932, + "taxpayers": 2.2741108792186737, "upper_bound": 1000000 }, { - "gains": 4005988.7843602225, + "gains": 4005996.720096964, "lower_bound": 1000000, "tax": null, - "taxpayers": 4.005988784360222, + "taxpayers": 4.005996720096964, "upper_bound": null } ], - "table4_individuals_gains": 6553019.739993198, + "table4_individuals_gains": 6552963.170242225, "table4_individuals_tax": 0.0, "table4_individuals_taxpayers": 15.620692070399842, "table4_trusts_gains": 0.0, @@ -115,11 +115,11 @@ } ], "table8a_disposals_total": 29.456162189896844, - "table8a_gains_total": 41576464.59002608, - "table8a_tax_total": 8315292.918005217, + "table8a_gains_total": 41576451.612367466, + "table8a_tax_total": 8315290.322473493, "table8a_taxpayers_total": 26.778329263542584, - "table8b_all_gains": 41576464.59002608, + "table8b_all_gains": 41576451.612367466, "table8b_all_taxpayers": 26.778329263542584, - "table8b_individuals_gains": 41576464.59002608, + "table8b_individuals_gains": 41576451.612367466, "table8b_individuals_taxpayers": 26.778329263542584 } 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 26a354b847..e8b0bbe28b 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 @@ -461,7 +461,7 @@ "cgt_residential_split": { "artifacts": [ { - "dependency": "policyengine-uk>=2.174.1 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.4 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", @@ -1828,7 +1828,7 @@ "age_started_or_accepted_current_education_or_training", "age_left_full_time_education" ], - "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.174.1 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).", + "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.4 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).", "operations": [ { "delimiter": "\t", @@ -2910,7 +2910,7 @@ "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 2.174.1's is_uc_eligible, whose education condition (from 2.173.2) every claimant meets because the build flags nobody in full-time education; 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 2.177.4's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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": { @@ -3091,7 +3091,7 @@ "hmrc_cgt_asset_type_spine": { "artifacts": [ { - "dependency": "policyengine-uk>=2.174.1 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.4 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", @@ -6433,7 +6433,7 @@ ], "grain": "person", "nonnegative_outputs": [], - "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; Mar\u00eda's signature of 2026-11-09 on the choices below). policyengine-uk 2.174.1 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices Mar\u00eda signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (Mar\u00eda's signature of 2026-11-10).", + "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; Mar\u00eda's signature of 2026-11-09 on the choices below). policyengine-uk 2.177.4 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices Mar\u00eda signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (Mar\u00eda's signature of 2026-11-10).", "operations": [ { "artifact_role": "pip_points_facts", @@ -7675,7 +7675,7 @@ "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 2.174.1 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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 2.177.4 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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": { @@ -7873,7 +7873,7 @@ "artifacts": [], "grain": "person", "nonnegative_outputs": [], - "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; Mar\u00eda's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.174.1 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy.", + "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; Mar\u00eda's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.177.4 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy.", "operations": [ { "kind": "materialize_rules_engine_predictors", 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 5ce29debfc..f546f429e9 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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structural UK stage 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structural UK stage 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boundary before carers_allowance_take_up 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UK FRS and donor fixture/source bundle.","name":"frs"}]} From 63e0edf6bccad46e23ef7cab703aede9b3ff58dc Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 16:38:43 +0000 Subject: [PATCH 5/9] Move the lock to policyengine-uk 2.177.7 The UK lock moves on from 2.174.1 to 2.177.7, the newest release, after #1550 merged (microcosm#1095); policyengine-core stays at 3.34.10, and uv.lock moves policyengine-uk alone. 2.177.5 to 2.177.7 add no input, so the concept coverage keeps its 378 inputs and only its version moves. They change what the build's engine reads return: - 2.177.5 (PolicyEngine/policyengine-uk#2807): no income-related ESA for a claimant who has reached pensionable age, or for a couple that would get Pension Credit without it. - 2.177.6 (PolicyEngine/policyengine-uk#2808): the legacy enhanced disability premium for enhanced PIP daily living and armed forces independence payment beside the highest DLA care rate, and four councils' own working-age CTR lists. The is_enhanced_disabled_for_benefits the build stores now reaches only Kingston upon Thames's working-age Council Tax Reduction and two deprecated counts. - 2.177.7 (PolicyEngine/policyengine-uk#2830): the allowances and reliefs set against income in the way that gives the least tax. Every text that cites the locked engine was checked against 2.177.7 and moves with it; only tax_band's comment changed among the variables they cite. The approved lock digest, the three pyproject floors, the engine-core pin test, the version stamps of the uprating pins and the bonus-sacrifice anchor, the coverage manifest and the changelog follow. Co-Authored-By: Claude Opus 5.5 --- .../uk-policyengine-uk-2-177-4.changed.md | 1 - .../uk-policyengine-uk-2-177-7.changed.md | 1 + docs/concept-coverage/policyengine-uk.md | 2 +- docs/uk-isa-subscriptions-1415.md | 4 +- docs/uk-lisa-1003.md | 2 +- packages/microcosm-build/pyproject.toml | 2 +- .../build/uk/bonus_sacrifice_anchor.json | 2 +- .../build/uk/efrs_parity_known_gaps.json | 4 +- .../build/uk/hmrc_uprating_engine_pins.json | 2 +- .../uk/release_input_coverage_manifest.json | 58 +++++++++---------- .../src/microcosm/build/uk/source_stages.json | 14 ++--- .../src/microcosm/build/uk/spec/sources.yaml | 14 ++--- .../build/uk_runtime/frs_education.py | 2 +- .../microcosm/build/uk_runtime/frs_take_up.py | 2 +- .../build/uk_runtime/hmrc_uprating.py | 4 +- .../microcosm/build/uk_runtime/pip_points.py | 2 +- .../build/uk_runtime/uc_capital_coherence.py | 2 +- .../build/uk_runtime/uc_limited_capability.py | 2 +- .../build/us_runtime/worker_identity.py | 2 +- .../engine/uk/test_uk_dfe_spring_term.py | 2 +- .../tests/engine/uk/test_uk_frs_education.py | 4 +- .../uk/test_uk_pip_points_categories.py | 2 +- .../test_uk_trading_allowance_claim_status.py | 2 +- .../uk/test_uk_uc_limited_capability.py | 2 +- .../shared/test_engine_core_pins.py | 2 +- .../engine_free/uk/test_uk_frs_stochastic.py | 2 +- ...test_uk_release_input_coverage_manifest.py | 2 +- packages/microcosm-data/pyproject.toml | 2 +- packages/microcosm-frame/pyproject.toml | 2 +- .../adapters/policyengine_uk_concepts.py | 6 +- .../concept-coverage/policyengine-uk.json | 2 +- ...uild_uk_release_input_coverage_manifest.py | 8 +-- uv.lock | 12 ++-- 33 files changed, 86 insertions(+), 86 deletions(-) delete mode 100644 changelog.d/uk-policyengine-uk-2-177-4.changed.md create mode 100644 changelog.d/uk-policyengine-uk-2-177-7.changed.md diff --git a/changelog.d/uk-policyengine-uk-2-177-4.changed.md b/changelog.d/uk-policyengine-uk-2-177-4.changed.md deleted file mode 100644 index fd48231aa4..0000000000 --- a/changelog.d/uk-policyengine-uk-2-177-4.changed.md +++ /dev/null @@ -1 +0,0 @@ -The UK lock moves from policyengine-uk 2.174.1 to 2.177.4 (microcosm#1095), the newest release, and the UK side's policyengine-core from 3.33.3 to 3.34.10, since 2.177.4 requires 3.34.9 or later; the US side stays on 3.32.5. Three new inputs stay at their defaults and are signed in `UK_ENGINE_DEFAULT_INPUTS`, each with the error it can make: `legacy_prescribed_accommodation_capital_exception` (2.174.8) and `esa_income_appointee_saving` (2.175.3) at false, and `cares_for_severely_disabled_person` (2.177.3) at true, which moves no figure. `is_before_universal_credit_qualifying_young_person_terminal_date` now has a formula from the date of birth (2.176.1); `frs_education` still writes it, and Universal Credit reads it only for a 19-year-old alongside the education condition, so the result is the engine's own. What the build's engine reads return changes at 2024 and 2025: Council Tax Reduction for pensioners' children, Scotland's and Wales's working-age schemes and non-dependant deductions (2.175.5, 2.175.8, 2.176.2 and 2.177.2); rent-a-room relief and the board-and-lodging disregards on the boarders' and lodgers' rent the build writes (2.176.0); Universal Credit's LHA bedrooms, its renter exemption and a benefit cap that counts no Housing Benefit (2.176.2); VAT's survey coverage, from 0.67 to 0.69 (2.177.0); Marriage Allowance as the recipient's tax reduction and Scottish taxpayers' tax bands (2.177.2); and no Plan 5 repayment before 6 April 2026 (2.177.3). The build keeps the FRS sub-letting rent in `property_income`, and `obr.vat` stays held, until their own changes (microcosm#1095). The tax-band measure test now asserts HMRC's classification of a Scottish taxpayer's savings and dividends, which 2.177.2 adopts, and the frozen eFRS candidate receipt measures the terminal-date column against its new default. No economic pin moves: the vendored uprating pins and the bonus-sacrifice anchor change only their version stamps, and the CGT projection path keeps its values. The concept coverage (376 to 378 inputs), the texts that describe the engine, the take-up stage's note on the education condition, the cited versions, the coverage manifest, the H2 fixture and `APPROVED_UV_LOCK_SHA256` follow. diff --git a/changelog.d/uk-policyengine-uk-2-177-7.changed.md b/changelog.d/uk-policyengine-uk-2-177-7.changed.md new file mode 100644 index 0000000000..b979c33eed --- /dev/null +++ b/changelog.d/uk-policyengine-uk-2-177-7.changed.md @@ -0,0 +1 @@ +The UK lock moves from policyengine-uk 2.174.1 to 2.177.7 (microcosm#1095), the newest release, and the UK side's policyengine-core from 3.33.3 to 3.34.10, since policyengine-uk requires 3.34.9 or later from 2.177.4; the US side stays on 3.32.5. Three new inputs stay at their defaults and are signed in `UK_ENGINE_DEFAULT_INPUTS`, each with the error it can make: `legacy_prescribed_accommodation_capital_exception` (2.174.8) and `esa_income_appointee_saving` (2.175.3) at false, and `cares_for_severely_disabled_person` (2.177.3) at true, which moves no figure. `is_before_universal_credit_qualifying_young_person_terminal_date` now has a formula from the date of birth (2.176.1); `frs_education` still writes it, and Universal Credit reads it only for a 19-year-old alongside the education condition, so the result is the engine's own. What the build's engine reads return changes at 2024 and 2025: Council Tax Reduction for pensioners' children, Scotland's and Wales's working-age schemes and non-dependant deductions (2.175.5, 2.175.8, 2.176.2 and 2.177.2); rent-a-room relief and the board-and-lodging disregards on the boarders' and lodgers' rent the build writes (2.176.0); Universal Credit's LHA bedrooms, its renter exemption and a benefit cap that counts no Housing Benefit (2.176.2); VAT's survey coverage, from 0.67 to 0.69 (2.177.0); Marriage Allowance as the recipient's tax reduction and Scottish taxpayers' tax bands (2.177.2); no Plan 5 repayment before 6 April 2026 (2.177.3); no income-related ESA at pensionable age or beside Pension Credit (2.177.5); the legacy enhanced disability premium for enhanced PIP daily living and armed forces independence payment, so the `is_enhanced_disabled_for_benefits` the build stores now reaches only Kingston upon Thames's working-age Council Tax Reduction and two deprecated counts (2.177.6); and the allowances and reliefs set against income in the way that gives the least tax (2.177.7). The build keeps the FRS sub-letting rent in `property_income`, and `obr.vat` stays held, until their own changes (microcosm#1095). The tax-band measure test now asserts HMRC's classification of a Scottish taxpayer's savings and dividends, which 2.177.2 adopts, and the frozen eFRS candidate receipt measures the terminal-date column against its new default. No economic pin moves: the vendored uprating pins and the bonus-sacrifice anchor change only their version stamps, and the CGT projection path keeps its values. The concept coverage (376 to 378 inputs), the texts that describe the engine, the take-up stage's note on the education condition, the cited versions, the coverage manifest, the H2 fixture and `APPROVED_UV_LOCK_SHA256` follow. diff --git a/docs/concept-coverage/policyengine-uk.md b/docs/concept-coverage/policyengine-uk.md index 57370afd42..6f51260512 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 `2.177.4`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. +Engine version `2.177.7`; concept schema `5a55669d0447`. Generated by `tools/refresh_concept_coverage.py`; do not edit by hand. - Engine inputs: 378 - Fed by a concept: 41 diff --git a/docs/uk-isa-subscriptions-1415.md b/docs/uk-isa-subscriptions-1415.md index 601b04b344..645cd99458 100644 --- a/docs/uk-isa-subscriptions-1415.md +++ b/docs/uk-isa-subscriptions-1415.md @@ -16,7 +16,7 @@ nothing in the spine reads its outputs. The `was_lisa` stage also anchors Lifetime ISA holders to HMRC's payers (below, and [the LISA notes](uk-lisa-1003.md)). -The pinned policyengine-uk 2.177.4 reads all five: +The pinned policyengine-uk 2.177.7 reads all five: - `lifetime_isa_payments`, whose 25% bonus is `lifetime_isa_bonus`; - the subscriptions, against the limits of policyengine-uk#2712 @@ -193,7 +193,7 @@ HMRC's national totals, so it is a population fact check. The fields support the subscriptions a limit leaves out: the overall £20,000 limit and a separate cash limit (the £12,000 under-65 setting is a reform in policyengine-uk), through `isa_subscriptions_above_limit` and -`cash_isa_subscriptions_above_limit`. policyengine-uk 2.177.4 reads neither in +`cash_isa_subscriptions_above_limit`. policyengine-uk 2.177.7 reads neither in any tax or spending variable, so a limit reform changes those amounts but costs nothing until the engine models where the excess goes. The subscriptions are flows the engine does not uprate, so a later year reads 2024-25 amounts. In diff --git a/docs/uk-lisa-1003.md b/docs/uk-lisa-1003.md index f5f4302a1c..14d03b9d03 100644 --- a/docs/uk-lisa-1003.md +++ b/docs/uk-lisa-1003.md @@ -139,7 +139,7 @@ financial wealth. LISAs are not inside `savings` (savings accounts), `cash_isa`, `stocks_and_shares_isa` or `corporate_wealth`. The LISA columns are a detail of gross financial wealth: they must never be added to it, to `savings`, or to the ISA columns. The engine's `total_wealth` does not read -`gross_financial_wealth`. On policyengine-uk 2.177.4 the means tests of +`gross_financial_wealth`. On policyengine-uk 2.177.7 the means tests of Universal Credit, Housing Benefit, Pension Credit, income-based ESA and JSA and Income Support count a LISA at its surrender value (`lifetime_isa_countable_capital`: the balance less the withdrawal charge below diff --git a/packages/microcosm-build/pyproject.toml b/packages/microcosm-build/pyproject.toml index b9b1cb1608..6d24e1ffb6 100644 --- a/packages/microcosm-build/pyproject.toml +++ b/packages/microcosm-build/pyproject.toml @@ -51,7 +51,7 @@ 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>=2.177.4", "microcosm-data>=0.1,<0.2", "h5py>=3", "tables>=3", "openpyxl>=3.1"] +uk = ["policyengine-uk>=2.177.7", "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 43e8c7322e..3898fc0069 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": "2.177.4" + "version": "2.177.7" }, "written_by": "tools/pin_uk_bonus_sacrifice_anchor.py", "source": { diff --git a/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json b/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json index 795cf11198..c6dc00546a 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json +++ b/packages/microcosm-build/src/microcosm/build/uk/efrs_parity_known_gaps.json @@ -646,13 +646,13 @@ }, "pip_dl_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.7 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", "approved_by": "juaristi22", "approved_on": "2026-11-09" }, "pip_m_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.7 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09).", "approved_by": "juaristi22", "approved_on": "2026-11-09" } 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 4fb51cdcb5..bddc0b4360 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": "2.177.4" + "version": "2.177.7" }, "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 d2f10749cd..a48c20e803 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 @@ -314,12 +314,12 @@ "pip_dl_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", "status": "reviewed_exclusion", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.7 derives pip_dl_category from pip_dl_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." }, "pip_m_category": { "reason": "formula-owned in policyengine-uk and derived from persisted components; a persisted copy overrides the formula and is not uprated", "status": "reviewed_exclusion", - "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.4 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." + "tracking_note": "microcosm#1095 (P1 of the November event-data plan): policyengine-uk 2.177.7 derives pip_m_category from pip_m_points (8 points for the standard rate, 12 for the enhanced) where no category is supplied for the year; the pip_points stage stores the points within the stored award, and the release and calibration boundaries drop the category, which the spine keeps (María's signature of 2026-11-09)." }, "private_pension_income": { "status": "required" @@ -476,7 +476,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -499,7 +499,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -522,7 +522,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -544,7 +544,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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)" @@ -578,7 +578,7 @@ "hmrc_spi_employment_benefits" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "source": "The FRS job record's company car answers through frs_spine's carriers (EXPBEN01, EXPBEN03, CARVAL, FUELTYP, CARCON, CARAMT), WAS round-8 company cars' list prices, and HMRC's 2024-25 company car recipients by CO2 band (Table 2A) and fuel (Table 2C), via the vendored facts", "survey": "Family Resources Survey 2024-25 job record; Wealth and Assets Survey round 8; HMRC Benefits in kind statistics (July 2026)" @@ -607,7 +607,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -627,7 +627,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -649,7 +649,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -670,7 +670,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -694,7 +694,7 @@ "capital_gains" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "conditioning_resource": "hmrc_cgt_conditioning_facts.json", "conditioning_resource_sha256": "c3dace8b693dc5e7a3c6acc46ad43d412e3d1fb5702341ed9119e286a12d18e5", @@ -784,7 +784,7 @@ "full_frs_tei_band_unavailable" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "hmrc_surface": "2023-24", "mapped_build_period": "2024", @@ -811,7 +811,7 @@ "required_mass_change_reason": "ISA subscriptions per adult from HMRC's ISA tables on the source spine: household weights pass through unchanged and total household mass is conserved.", "rewrites": [], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "source": "HMRC Individual Savings Account statistics Tables 9.4, 9.6 and 9.7 to 9.9, the cash ISA limit reduction impact note and Lifetime ISA Table 1a, via the vendored facts; 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": "HMRC Annual savings statistics (September 2026 release); Wealth and Assets Survey round 8" @@ -883,7 +883,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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, the NTS private cars (UK Data Service SN 5340, End User Licence; the vehicle and household tabs, survey years 2022-2024) for the zero-emission share by income fifth and the household-paid road-fuel mix, and the DfT and devolved bus finance tables and fares indices.", "survey": "Living Costs and Food Survey 2024-25" @@ -909,7 +909,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -930,7 +930,7 @@ "required_mass_change_reason": "PIP points 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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "source": "pip_dl_category and pip_m_category (frs_disability, and hmrc_spi_income_spine for the SPI rows) and the stored age; dwp_pip_points_facts.json, vendored from the pinned feed", "survey": "DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (PIP points by age group, England and Wales, end of January 2025), on the spine's stored PIP awards" @@ -950,7 +950,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -973,7 +973,7 @@ "property_finance_costs" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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)" @@ -994,7 +994,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -1017,7 +1017,7 @@ "property_wealth" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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)" @@ -1041,7 +1041,7 @@ "non_residential_property_value" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -1069,7 +1069,7 @@ "employment_income" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -1102,7 +1102,7 @@ "household_source_id" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -1125,7 +1125,7 @@ "student_loan_balance" ], "source_manifest": "source_stages.json", - "source_manifest_sha256": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -1146,7 +1146,7 @@ "required_mass_change_reason": "Trading allowance claim statuses 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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "source": "self_employment_income after the SPI income stage, and household_is_spi_synthetic for the full-relief group; HMRC's published gainers of the raise to GBP 3,000, about 400,000 taxpayers with a lower bill by about GBP 380 on average", "survey": "The self-employed's own profit on the final spine, and HMRC's policy paper on the Budget 2026 trading allowance raise (calibration)" @@ -1167,7 +1167,7 @@ "required_mass_change_reason": "UC limited capability flags 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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "source_vintages": { "source": "frs_uc_lcw_status (frs_spine) on the UC row's person, and the locked engine's uc_limited_capability_for_WRA, uc_limited_capability_for_work, is_uc_assessed_claimant and is_carer_for_benefits on the frame as it stands", "survey": "Family Resources Survey 2024-25 (BENEFITS.UCLCW, DWP's limited capability status on a linked Universal Credit claim) and policyengine-uk's limited capability proxy, evaluated by the pinned engine" @@ -1189,7 +1189,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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" @@ -1228,7 +1228,7 @@ "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": "c937fdc4ae4c616caa1edc04b7d0ba33e9e05a66e5c7dca2846138f3d78d2611", + "source_manifest_sha256": "49167c36a5e479071433deece39d35eade229caf5ac9977254c715df93de5d0d", "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 fd7808e553..34b8ba6f7d 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/source_stages.json +++ b/packages/microcosm-build/src/microcosm/build/uk/source_stages.json @@ -943,7 +943,7 @@ "age_started_or_accepted_current_education_or_training", "age_left_full_time_education" ], - "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.4 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095)." + "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.7 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095)." }, { "stage": "frs_legacy_proxies", @@ -1188,7 +1188,7 @@ "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 2.177.4's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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 2.177.7's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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", @@ -6818,7 +6818,7 @@ "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 2.177.4 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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 2.177.7 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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_limited_capability", @@ -6869,7 +6869,7 @@ "uc_limited_capability_for_WRA", "uc_limited_capability_for_work" ], - "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.177.4 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy." + "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.177.7 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy." }, { "stage": "uc_take_up", @@ -7718,7 +7718,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.177.4 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.7 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount" ], @@ -7799,7 +7799,7 @@ { "role": "policy_parameters", "kind": "versioned_parameter_tree", - "dependency": "policyengine-uk>=2.177.4 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.7 via microcosm-build[uk]", "parameters": [ "gov.hmrc.cgt.annual_exempt_amount", "gov.hmrc.cgt.badr.lifetime_limit", @@ -8610,7 +8610,7 @@ "pip_dl_points", "pip_m_points" ], - "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María's signature of 2026-11-09 on the choices below). policyengine-uk 2.177.4 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (María's signature of 2026-11-10)." + "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María's signature of 2026-11-09 on the choices below). policyengine-uk 2.177.7 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (María's signature of 2026-11-10)." }, { "grain": "person", 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 1cdf102dbf..d1c7cd3db9 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml +++ b/packages/microcosm-build/src/microcosm/build/uk/spec/sources.yaml @@ -897,7 +897,7 @@ stages: - child_ema - age_started_or_accepted_current_education_or_training - age_left_full_time_education - notes: 'Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid''s review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.4 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).' + notes: 'Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid''s review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.7 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).' - stage: frs_legacy_proxies survey: Family Resources Survey 2024-25 source: Department for Work and Pensions Family Resources Survey 2024-25, UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1; local licensed 2024_25 tabs. plus policyengine-uk DWP parameters. @@ -1074,7 +1074,7 @@ 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 2.177.4's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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 2.177.7's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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. @@ -5499,7 +5499,7 @@ 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 2.177.4 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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 2.177.7 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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_limited_capability survey: Family Resources Survey 2024-25 (BENEFITS.UCLCW, DWP's limited capability status on a linked Universal Credit claim) and policyengine-uk's limited capability proxy, evaluated by the pinned engine source: frs_uc_lcw_status (frs_spine) on the UC row's person, and the locked engine's uc_limited_capability_for_WRA, uc_limited_capability_for_work, is_uc_assessed_claimant and is_carer_for_benefits on the frame as it stands @@ -5537,7 +5537,7 @@ stages: outputs: - uc_limited_capability_for_WRA - uc_limited_capability_for_work - notes: 'DWP''s limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María''s NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine''s proxy; she signed the choices below the same day). policyengine-uk 2.177.4 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP''s records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row''s person, gives the claim''s own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine''s own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP''s status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row''s person, or to the partner where the UC row''s person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim''s status is this rule''s approximation. Unlinked reporters, the take-up redraw''s entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw''s award screen, earlier in the spine, still reads the proxy.' + notes: 'DWP''s limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; María''s NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine''s proxy; she signed the choices below the same day). policyengine-uk 2.177.7 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP''s records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row''s person, gives the claim''s own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine''s own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP''s status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row''s person, or to the partner where the UC row''s person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim''s status is this rule''s approximation. Unlinked reporters, the take-up redraw''s entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw''s award screen, earlier in the spine, still reads the proxy.' - 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.' @@ -6204,7 +6204,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.177.4 via microcosm-build[uk] + dependency: policyengine-uk>=2.177.7 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 @@ -6269,7 +6269,7 @@ stages: artifacts: - role: policy_parameters kind: versioned_parameter_tree - dependency: policyengine-uk>=2.177.4 via microcosm-build[uk] + dependency: policyengine-uk>=2.177.7 via microcosm-build[uk] parameters: - gov.hmrc.cgt.annual_exempt_amount - gov.hmrc.cgt.badr.lifetime_limit @@ -6915,7 +6915,7 @@ stages: outputs: - pip_dl_points - pip_m_points - notes: 'PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María''s signature of 2026-11-09 on the choices below). policyengine-uk 2.177.4 decides a PIP component''s rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient''s points within their stored award from DWP''s Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload''s daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine''s category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland''s and Northern Ireland''s recipients use England and Wales''s tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9''s rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row''s shares only relative to one another within an award''s range, and the receipt records every row''s total. A reform to the points thresholds reaches Scotland''s Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland''s PIP recipients. Their awards follow Scotland''s and Northern Ireland''s own regulations, which a DWP reform doesn''t change, so the receipt counts each country''s recipients for netting them out. The points are each component''s total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity''s points, and they keep no link between the two components'' points (María''s signature of 2026-11-10).' + notes: 'PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; María''s signature of 2026-11-09 on the choices below). policyengine-uk 2.177.7 decides a PIP component''s rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient''s points within their stored award from DWP''s Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload''s daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine''s category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices María signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland''s and Northern Ireland''s recipients use England and Wales''s tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9''s rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row''s shares only relative to one another within an award''s range, and the receipt records every row''s total. A reform to the points thresholds reaches Scotland''s Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland''s PIP recipients. Their awards follow Scotland''s and Northern Ireland''s own regulations, which a DWP reform doesn''t change, so the receipt counts each country''s recipients for netting them out. The points are each component''s total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity''s points, and they keep no link between the two components'' points (María''s signature of 2026-11-10).' - stage: trading_allowance_receipts survey: The self-employed's own profit on the final spine, and HMRC's policy paper on the Budget 2026 trading allowance raise (calibration) source: self_employment_income after the SPI income stage, and household_is_spi_synthetic for the full-relief group; HMRC's published gainers of the raise to GBP 3,000, about 400,000 taxpayers with a lower bill by about GBP 380 on average diff --git a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py index 5241e605c5..db070aec75 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/frs_education.py @@ -50,7 +50,7 @@ #: student registered full-time at an educational establishment answers yes, #: one registered part-time no, and an apprentice is never coded as in #: full-time education. A yes sets policyengine-uk's -#: ``is_in_full_time_education``, which 2.177.4 reads only for Universal +#: ``is_in_full_time_education``, which 2.177.7 reads only for Universal #: Credit's condition that a claimant is not receiving education (UC Regs 2013 #: regs 12 and 13); the course's level comes from ``current_education``, which #: reads the same answer. 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 4ceb320812..13a02e8da8 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 @@ -87,7 +87,7 @@ 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 2.177.4's ``is_uc_eligible`` +# partner meets its age conditions: policyengine-uk 2.177.7'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. From 2.173.2 that claimant must also meet the 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 f504a83930..f7c0531ab0 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 @@ -537,8 +537,8 @@ 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 (``2.177.4.post1``, - ``2.177.4+local``) is refused. ``policyengine_uk`` imports from that + exactly, so a post-release or a local build of it (``2.177.7.post1``, + ``2.177.7+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/pip_points.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/pip_points.py index e8c85a8bbe..4ee2b4e989 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/pip_points.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/pip_points.py @@ -1,6 +1,6 @@ """PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095). -policyengine-uk 2.177.4 decides a PIP component's rate from its points +policyengine-uk 2.177.7 decides a PIP component's rate from its points (``pip_dl_points`` and ``pip_m_points``: 8 for the standard rate, 12 for the enhanced) wherever no category is supplied for the year (``utils/pip.py``). The release used to store ``pip_dl_category`` and ``pip_m_category``, which 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 17c5e83746..c4c13588b3 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 2.177.4 counts these household property values as Universal +#: policyengine-uk 2.177.7 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/uk_runtime/uc_limited_capability.py b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_limited_capability.py index 907e43bb5f..94c46386a1 100644 --- a/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_limited_capability.py +++ b/packages/microcosm-build/src/microcosm/build/uk_runtime/uc_limited_capability.py @@ -1,6 +1,6 @@ """Universal Credit limited capability from DWP's admin-linked status (Y1 of the November event-data plan, microcosm#1095). -policyengine-uk 2.177.4 decides a person's limited capability for work and +policyengine-uk 2.177.7 decides a person's limited capability for work and work-related activity (``uc_limited_capability_for_WRA``) from a proxy: ``is_disabled_for_benefits``, which the spine sets from any reported disability benefit or ESA, unless the person's own ESA award lacks the support 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 09724e578a..601a5a0546 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 = ( - "acca873648983bf7e7443ada2d8afdf03b955d6d4a0dcd76fc424c1d3e5368f5" + "9fcbf2df841c4f18ca1023b5571cad3da85d095f32ecca3477ad0287ed02fa80" ) 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 a4d4ab9dbe..4c11d7338b 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 2.177.4).""" +"""The DfE spring-term measures on hand-built households (policyengine-uk 2.177.7).""" from __future__ import annotations diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py b/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py index 79ec67f9fc..85c662ea43 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_frs_education.py @@ -12,7 +12,7 @@ from microcosm.build.uk_runtime.frs_education import derive_frs_education YEAR = 2025 -#: The stage's outputs that policyengine-uk 2.177.4 reads as person inputs on +#: The stage's outputs that policyengine-uk 2.177.7 reads as person inputs on #: the way to the Universal Credit education condition. ENGINE_COLUMNS = ( "current_education", @@ -27,7 +27,7 @@ def test_the_flag_applies_the_universal_credit_education_condition() -> None: """A full-time student on an advanced course claims only with an exception. - On policyengine-uk 2.177.4, a childless full-time university student with + On policyengine-uk 2.177.7, a childless full-time university student with no disability benefit receives education (UC Regs 2013 reg 12(2)(a)) and is not eligible for Universal Credit; one with PIP and limited capability for work is excepted (reg 14(1)(b)) and is eligible. A full-time diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py b/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py index 29f2b23788..11e86b33b2 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_pip_points_categories.py @@ -2,7 +2,7 @@ The pip_points stage's own rules are tested engine-free in tests/engine_free/uk/test_uk_pip_points.py. Here, on the locked engine -(2.177.4), the points it draws give back every stored category in every year +(2.177.7), the points it draws give back every stored category in every year from 2024 to 2030, with no category supplied: the release drops the categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS) and carries the points into every projected year, as policyengine-uk's single-year extension copies a stored column. diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py b/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py index 22060a27c4..c7aee56b08 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_trading_allowance_claim_status.py @@ -2,7 +2,7 @@ The stage's own rules are tested engine-free in tests/engine_free/uk/test_uk_trading_allowance_receipts.py. Here, on the locked -engine (2.177.4), the three statuses relieve what the stage's notes say, and the +engine (2.177.7), the three statuses relieve what the stage's notes say, and the status stays an engine input for every later lock bump (Vahid's items 1 and 3 on microcosm#1439). """ diff --git a/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py b/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py index ddc4c02674..7391f5955f 100644 --- a/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py +++ b/packages/microcosm-build/tests/engine/uk/test_uk_uc_limited_capability.py @@ -2,7 +2,7 @@ The stage's rule is tested engine-free in tests/engine_free/uk/test_uk_uc_limited_capability.py. Here, on the locked -engine (2.177.4), the stage asks the engine for its proxy and stores both +engine (2.177.7), the stage asks the engine for its proxy and stores both flags; unlinked people keep the engine's own answer exactly, and the LCWRA element follows DWP's status on linked claims, in the survey year and in the calibration year the engine projects the stored values to. 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 9509623394..f87e5016d4 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 @@ -33,7 +33,7 @@ #: policyengine-core its own floor brings. UK_ENGINE = { "policyengine-core": "3.34.10", - "policyengine-uk": "2.177.4", + "policyengine-uk": "2.177.7", } 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 7727e55167..a0b862834e 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 @@ -246,7 +246,7 @@ 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 2.177.4's is_uc_eligible reads the age of the unit's UC + policyengine-uk 2.177.7'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-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py b/packages/microcosm-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py index 0b79c9b74d..ca6bad7068 100644 --- a/packages/microcosm-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py +++ b/packages/microcosm-build/tests/engine_free/uk/test_uk_release_input_coverage_manifest.py @@ -320,7 +320,7 @@ def test_manifest_generation_rejects_engine_derived_drift_and_overlap() -> None: def test_only_the_reviewed_inputs_the_engine_derives_since_the_reference_pass() -> None: # The eFRS reference's engine (2.89.0) read the PIP categories as plain - # inputs; policyengine-uk 2.177.4 derives them from the points. Only the + # inputs; policyengine-uk 2.177.7 derives them from the points. Only the # reviewed list admits them past the formula-owned check, and a name on # that list that is no engine-derived exclusion is refused # (microcosm#1095, P1). diff --git a/packages/microcosm-data/pyproject.toml b/packages/microcosm-data/pyproject.toml index 66c419ea31..87813b303e 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>=2.177.4"] +uk = ["policyengine-uk>=2.177.7"] [project.urls] Homepage = "https://microcosm.institute" diff --git a/packages/microcosm-frame/pyproject.toml b/packages/microcosm-frame/pyproject.toml index 5f88eb2cec..fe7c8b739f 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>=2.177.4"] +uk = ["policyengine-uk>=2.177.7"] # 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 4757906d85..ff8399a65e 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 2.177.4. Every +# (microcosm.frame.concepts), reviewed against policyengine-uk 2.177.7. 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``); @@ -475,7 +475,7 @@ "funding and whom no exception covers. It is understated for an 18- or " "19-year-old on the FRS adult table on such a course who reports no " "Universal Credit, JSA or ESA of their own and is without parental " - "support: policyengine-uk 2.177.4 has no input for parental support, " + "support: policyengine-uk 2.177.7 has no input for parental support, " "so it doesn't apply reg. 14(1)(a), and such a person counts as a " "qualifying young person. Such records are mostly young people living " "away from their parents (microcosm#1095, microcosm#1535; for María's " @@ -546,7 +546,7 @@ def _uk_take_up(program: str, entity: str) -> InputBinding: POLICYENGINE_UK_CONCEPT_MAPPING = ConceptMapping( engine="policyengine-uk", - engine_version="2.177.4", + engine_version="2.177.7", 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 1006b8ad44..2879feee59 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": "2.177.4", + "engine_version": "2.177.7", "input_count": 378, "schema_sha256": "5a55669d0447a686692911a6327ae298f19741dde29559f2654a75807878a141", "structural_inputs": [ diff --git a/tools/build_uk_release_input_coverage_manifest.py b/tools/build_uk_release_input_coverage_manifest.py index c884e7943e..060679efe0 100644 --- a/tools/build_uk_release_input_coverage_manifest.py +++ b/tools/build_uk_release_input_coverage_manifest.py @@ -104,7 +104,7 @@ "reason": ENGINE_DERIVED_EXCLUSION_REASON, "tracking_note": ( "microcosm#1095 (P1 of the November event-data plan): " - "policyengine-uk 2.177.4 derives pip_dl_category from " + "policyengine-uk 2.177.7 derives pip_dl_category from " "pip_dl_points (8 points for the standard rate, 12 for the " "enhanced) where no category is supplied for the year; the " "pip_points stage stores the points within the stored award, and " @@ -118,7 +118,7 @@ "reason": ENGINE_DERIVED_EXCLUSION_REASON, "tracking_note": ( "microcosm#1095 (P1 of the November event-data plan): " - "policyengine-uk 2.177.4 derives pip_m_category from pip_m_points " + "policyengine-uk 2.177.7 derives pip_m_category from pip_m_points " "(8 points for the standard rate, 12 for the enhanced) where no " "category is supplied for the year; the pip_points stage stores " "the points within the stored award, and the release and " @@ -154,12 +154,12 @@ #: these beyond the reference's own list (microcosm#1095, P1). ENGINE_DERIVED_SINCE_REFERENCE: dict[str, str] = { "pip_dl_category": ( - "policyengine-uk 2.177.4, variables/input/pip_dl_category.py through " + "policyengine-uk 2.177.7, variables/input/pip_dl_category.py through " "utils/pip.py pip_category: from pip_dl_points where no category is " "supplied for the year" ), "pip_m_category": ( - "policyengine-uk 2.177.4, variables/input/pip_m_category.py through " + "policyengine-uk 2.177.7, variables/input/pip_m_category.py through " "utils/pip.py pip_category: from pip_m_points where no category is " "supplied for the year" ), diff --git a/uv.lock b/uv.lock index c9d8f32359..eff3e0c519 100644 --- a/uv.lock +++ b/uv.lock @@ -831,7 +831,7 @@ 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 = ">=2.177.4" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.177.7" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, { name = "pyarrow", specifier = ">=15" }, { name = "pyyaml", specifier = ">=6" }, @@ -910,7 +910,7 @@ 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 = ">=2.177.4" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.177.7" }, { name = "policyengine-us", marker = "extra == 'us'", specifier = ">=2.2.1,<3" }, ] provides-extras = ["us", "uk"] @@ -1022,7 +1022,7 @@ 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 = ">=2.177.4" }, + { name = "policyengine-uk", marker = "extra == 'uk'", specifier = ">=2.177.7" }, { name = "policyengine-us", marker = "extra == 'policyengine'", specifier = ">=2.2.1,<3" }, { name = "tables", marker = "extra == 'axiom'", specifier = ">=3" }, ] @@ -1642,7 +1642,7 @@ wheels = [ [[package]] name = "policyengine-uk" -version = "2.177.4" +version = "2.177.7" source = { registry = "https://pypi.org/simple" } dependencies = [ { name = "microdf-python" }, @@ -1650,9 +1650,9 @@ dependencies = [ { name = "pydantic" }, { name = "tables" }, ] -sdist = { url = "https://files.pythonhosted.org/packages/22/92/b02231c3fb8461fa9bf5b7ad1aaaa68cb8ec8693bf5ab1b4651491f0b893/policyengine_uk-2.177.4.tar.gz", hash = "sha256:224281e969e3e73df7a1400a4ba68ee209088913b9c90fa9a6f25ff1f7890781", size = 4940169, upload-time = "2026-11-10T01:15:10.199Z" } +sdist = { url = "https://files.pythonhosted.org/packages/52/43/1838e81e296fcaa5b817ebeafb21d1ef0867e265f70e13cd293fc8fa250a/policyengine_uk-2.177.7.tar.gz", hash = "sha256:f5ac7f95142f0bbf382459813d9899339ba69883421d24332274ef5537820964", size = 5026546, upload-time = "2026-11-10T16:33:19.136Z" } wheels = [ - { url = "https://files.pythonhosted.org/packages/d1/7f/c9a95b93ec06457711b28d897bbe00b79ee0b811c27ccfd0a09c908a8f89/policyengine_uk-2.177.4-py3-none-any.whl", hash = "sha256:7c7373b465117fc98a10f88bacf924f747c954ee0c032b7ae10a3d97c5b434b8", size = 6959063, upload-time = "2026-11-10T01:15:06.896Z" }, + { url = "https://files.pythonhosted.org/packages/38/d3/29440b5fd3bb08d2844b5d41a1c90c204c2fd8f03b6825c5577438ea54d1/policyengine_uk-2.177.7-py3-none-any.whl", hash = "sha256:8a8693095e909be36a622ac00b3212215a3577daf413d004321f3f07ec6c1347", size = 7063207, upload-time = "2026-11-10T16:33:16.375Z" }, ] [[package]] From 9e58d5844e5889333af030a761a6a4f539b97803 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 20:19:08 +0000 Subject: [PATCH 6/9] Regenerate the H2 fixture on policyengine-uk 2.177.7 tools/graph_uk_spine_fixture.py on the 2.177.7 lock. The fixture's numerical dependencies record the engine version, so those of 56 nodes move from 2.177.4 to 2.177.7. Four stage contracts change their digests with the re-stamped versions: frs_annual_income_spells, salary_sacrifice and the two CGT stages. sources/fixture.json carries the re-stamped stage texts. No fixture value moves. Co-Authored-By: Claude Opus 5.5 --- .../fixtures/parity/uk_spine/sources/fixture.json | 14 +++++++------- .../tests/fixtures/parity/uk_spine/uk_spine.json | 2 +- 2 files changed, 8 insertions(+), 8 deletions(-) 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 e8b0bbe28b..f662987fd2 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 @@ -461,7 +461,7 @@ "cgt_residential_split": { "artifacts": [ { - "dependency": "policyengine-uk>=2.177.4 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.7 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", @@ -1828,7 +1828,7 @@ "age_started_or_accepted_current_education_or_training", "age_left_full_time_education" ], - "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.4 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).", + "notes": "Ports the incumbent education cascade including its unreachable POST_SECONDARY branch order. The same order leaves the TERTIARY fallback for a blank TYPEED2 unreachable: a full-time student aged 19 or over with no TYPEED2 code reads as UPPER_SECONDARY, as in the incumbent, so from 20 they are not treated as receiving education for Universal Credit. On FRS 2024-25 they rest on fewer than three survey households, so the order stays (Vahid's review of microcosm#1535). EDUCQUAL_MAP carries the corrected highest-qualification codeframe (1 = Doctorate, descending) per the FRS 2024-25 data dictionary (UK Data Service SN 9563, DOI 10.5255/UKDA-SN-9563-1, adult table), corroborated against the raw aggregates and adopted as a signed difference (PR #703); an upstream defect report records the incumbent inversion. Codes 1-87 are empirically present at 2024-25; code 87 remains undocumented in the SN 9563 dictionary and falls to the default. EMA uses the shared weeks-in-year constant. is_in_approved_training is TRAINEE = 1 (whether on a government scheme for employment training; adult and child tables) on a child-table record: the FRS counts a 16- to 19-year-old as a dependent child only in full-time non-advanced education or unwaged government training, so such a record is a dependant in approved training (uk-data#560, uk-data#561). No adult-table record is flagged, since the FRS has already decided it is not a dependant and TRAINEE does not say the training is unwaged (UC Regs 2013 reg 5(3)); the adult-table TRAIN2 scheme codes, which microcosm#1063 read, name DWP employment schemes and are no longer read. A tab without TRAINEE refuses the build. reports_outstanding_student_loan is SLOS = 1 (Do you have an outstanding student loan?) on an adult-table record, answered by adults not making repayments, and age_left_full_time_education is EDUCLEFT (Age completed full-time education) where it lies between 10 and 90, else 0; the student_loans stage reads both (microcosm#868). A tab without SLOS or EDUCLEFT refuses the build. is_in_full_time_education is EDUCFT = 1 (Whether presently in full time education; adult and child tables; FTED in earlier vintages), the answer current_education also reads: its question counts a student registered full-time and never an apprentice, and nobody aged 75 or over is asked it. policyengine-uk 2.177.7 reads the flag only for the Universal Credit condition that a claimant is not receiving education (uc_receiving_education; UC Regs 2013 regs 12 and 13): a full-time student on an advanced course, or a qualifying young person in full-time education, receives education unless an exception covers them (uc_is_excepted_from_education_condition), and a benefit unit is eligible only if one of its claimants meets the condition (is_uc_eligible). has_education_maintenance_funding stays at its signed default of false, so a full-time course below advanced level counts only for a qualifying young person. The flag replaces the signed default of false that is_in_full_time_education carried (microcosm#1095).", "operations": [ { "delimiter": "\t", @@ -2910,7 +2910,7 @@ "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 2.177.4's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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 2.177.7's is_uc_eligible; the engine lockstep test pins it and names the 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, from 2.128.0 pension-age families moved onto Universal Credit when their legacy benefit closes, SI 2014/1230 reg 60A, and from 2.173.2 a unit whose working-age claimants all receive education with no exception, since frs_education sets is_in_full_time_education from the FRS). 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": { @@ -3091,7 +3091,7 @@ "hmrc_cgt_asset_type_spine": { "artifacts": [ { - "dependency": "policyengine-uk>=2.177.4 via microcosm-build[uk]", + "dependency": "policyengine-uk>=2.177.7 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", @@ -6433,7 +6433,7 @@ ], "grain": "person", "nonnegative_outputs": [], - "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; Mar\u00eda's signature of 2026-11-09 on the choices below). policyengine-uk 2.177.4 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices Mar\u00eda signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (Mar\u00eda's signature of 2026-11-10).", + "notes": "PIP assessment points for every recipient (P1 of the November event-data plan, microcosm#1095; Mar\u00eda's signature of 2026-11-09 on the choices below). policyengine-uk 2.177.7 decides a PIP component's rate from pip_dl_points and pip_m_points (8 points for the standard rate, 12 for the enhanced) wherever no category is supplied for the year, and the release used to store pip_dl_category and pip_m_category, which the engine copies into every projected year, so no reform to the thresholds moved anyone. This stage draws each recipient's points within their stored award from DWP's Pathways to Work evidence pack, chapter 2, Tables 2.9 and 2.10 (the PIP caseload's daily living points by band and mobility points by total, by age group, in England and Wales at the end of January 2025, normal rules; vendored as dwp_pip_points_facts.json), and the release export drops the two categories (UK_RELEASE_EXPORT_DROPPED_COLUMNS), so the engine derives them from the points. The spine keeps the categories, which nts_car_attributes (the VED exemption) and frs_disability (the severe disability flag) read. With unchanged thresholds the engine's category from the points equals the stored one for every person: the stage asserts it, and an engine test holds it from 2024 to 2030. Choices Mar\u00eda signed on 2026-11-09: within a band the points spread evenly over its integers, and the open band sits at 41; Scotland's and Northern Ireland's recipients use England and Wales's tables; pension-age recipients take the 60-and-over row, which carries them; the draws are seeded on person_id. Table 2.9's rows as ported add to between 92 (16 to 19) and 102 (60 and over) percent; the draw uses each row's shares only relative to one another within an award's range, and the receipt records every row's total. A reform to the points thresholds reaches Scotland's Adult Disability Payment recipients, whom the FRS codes as PIP recipients, and Northern Ireland's PIP recipients. Their awards follow Scotland's and Northern Ireland's own regulations, which a DWP reform doesn't change, so the receipt counts each country's recipients for netting them out. The points are each component's total, drawn independently: they score a change to the 8 or 12 thresholds, not a rule on one activity's points, and they keep no link between the two components' points (Mar\u00eda's signature of 2026-11-10).", "operations": [ { "artifact_role": "pip_points_facts", @@ -7675,7 +7675,7 @@ "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 2.177.4 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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 2.177.7 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. From policyengine-uk 2.173.3 Council Tax Reduction counts the same three at the same value, from the household's own sources, except that a working-age applicant with Universal Credit takes the Universal Credit assessment. 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": { @@ -7873,7 +7873,7 @@ "artifacts": [], "grain": "person", "nonnegative_outputs": [], - "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; Mar\u00eda's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.177.4 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy.", + "notes": "DWP's limited capability for work status on linked Universal Credit claims (Y1 of the November event-data plan, microcosm#1095; Mar\u00eda's NS6 ruling of 9 November 2026, which revisits her ruling of 29 October 2026 to keep the engine's proxy; she signed the choices below the same day). policyengine-uk 2.177.7 gives limited capability for work and work-related activity (uc_limited_capability_for_WRA) to a person flagged is_disabled_for_benefits, which the spine sets from any reported disability benefit or ESA, unless their own ESA award lacks the support component, and limited capability for work (uc_limited_capability_for_work) to that or the same flag. The FRS 2024-25 links most UC claims to DWP's records, and BENEFITS.UCLCW, which frs_spine carries as frs_uc_lcw_status on the UC row's person, gives the claim's own status; the status and the proxy disagree on a substantial share of linked claims in both directions, so the stage changes who has the LCWRA element more than how many. Every person takes the locked engine's own proxy, so nothing mirrors its formula here, and a linked FRS claim (a non-SPI household) takes DWP's status: NONE sets every claimant false on both flags; LCWRA keeps the claimants the proxy flags and, if it flags none, gives both flags to the UC row's person, or to the partner where the UC row's person cares (is_carer_for_benefits) and the partner does not, so a carer keeps the carer element; LCW does the same for limited capability for work, with WRA false for every claimant. The FRS keeps one UC row per claim, couples included, so which partner holds a joint claim's status is this rule's approximation. Unlinked reporters, the take-up redraw's entrants, the legacy-closure movers and every SPI row keep the proxy, which their stored value equals, since no later stage writes its inputs. The flags are stored as survey-year inputs, which the engine carries into every projected year, and the release carries both. uc_reporter_redraw's award screen, earlier in the spine, still reads the proxy.", "operations": [ { "kind": "materialize_rules_engine_predictors", 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 f546f429e9..a647ec5c71 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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ory_paternity_pay","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"student_loans","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"access_fund","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"education_grants","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"healthy_start_vouchers","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"free_school_breakfasts","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"free_school_fruit_veg","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"free_school_meals","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"council_tax_benefit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"maintenance_expenses","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"childcare_expenses","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"personal_pension_contributions","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"employee_pension_contributions","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"pension_contributions_via_salary_sacrifice","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"salary_sacrifice_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"salary_sacrifice_asked","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"frs_bonus_amount","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"frs_company_car_price_band","dtype":"int64","entity":"person","ownership":"produced","rows":"all"},{"column":"frs_company_car_fuel_code","dtype":"int64","entity":"person","ownership":"produced","rows":"all"},{"column":"frs_company_car_private_fuel","dtype":"bool","entity":"person","ownership":"produced","rows":"all"},{"column":"frs_company_car_contribution","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"child_benefit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"income_support_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"housing_benefit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"attendance_allowance_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"dla_sc_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"dla_m_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"iidb_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"carers_allowance_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"would_claim_carers_allowance","dtype":"bool","entity":"person","ownership":"produced","rows":"all"},{"column":"sda_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"afcs_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"ssmg_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"pension_credit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"child_tax_credit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"working_tax_credit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"state_pension_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"winter_fuel_allowance_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"incapacity_benefit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"universal_credit_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"pip_m_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"pip_dl_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"jsa_contrib_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"jsa_income_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"esa_contrib_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"esa_income_reported","dtype":"float64","entity":"person","ownership":"produced","rows":"all"},{"column":"esa_includes_support_component","dtype":"bool","entity":"per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structural UK stage 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boundary before carers_allowance_take_up 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structural UK stage 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boundary before carers_allowance_take_up 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UK FRS and donor fixture/source bundle.","name":"frs"}]} From aa08d812b77f8caa54e77adcb6679a07735ee8f0 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Tue, 10 Nov 2026 23:48:00 +0000 Subject: [PATCH 7/9] Sign the trading allowance full-relief carrier as unresolvable on the pinned enhanced FRS MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Rule 1 of the certified head build (microcosm#578, microcosm#823) refused. The pinned enhanced FRS leaves the trading allowance claim status at the engine's UNKNOWN and carries no full-relief group, so it cannot materialize person.trading_allowance_full_relief, which five HMRC SPI rows read since microcosm#1439. Main has the same gap. María signed the entry on 10 November in the form of the register's other entries, expiring 10 February 2027. The rows stay bound in the national solve, and nothing the build reads moves. Co-Authored-By: Claude Opus 5.5 --- .../uk-incumbent-unresolvable-trading-allowance.changed.md | 1 + .../build/uk/incumbent_unresolvable_measures.json | 7 +++++++ 2 files changed, 8 insertions(+) create mode 100644 changelog.d/uk-incumbent-unresolvable-trading-allowance.changed.md diff --git a/changelog.d/uk-incumbent-unresolvable-trading-allowance.changed.md b/changelog.d/uk-incumbent-unresolvable-trading-allowance.changed.md new file mode 100644 index 0000000000..06bc5688f4 --- /dev/null +++ b/changelog.d/uk-incumbent-unresolvable-trading-allowance.changed.md @@ -0,0 +1 @@ +The reviewed incumbent-unresolvable register (`uk/incumbent_unresolvable_measures.json`) signs `person.trading_allowance_full_relief` (approved by juaristi22 on 2026-11-10, expiring 2027-02-10). The pinned enhanced FRS leaves the trading allowance claim status at the engine's UNKNOWN and carries no full-relief group (microcosm#1439), so the 5 HMRC SPI rows that read the carrier refused the national rule-1 evaluation (microcosm#578, microcosm#823) of a candidate built after microcosm#1439. Those rows are now pruned from both arms of the evaluation, as the other unresolvable families are; they stay bound in the national solve. diff --git a/packages/microcosm-build/src/microcosm/build/uk/incumbent_unresolvable_measures.json b/packages/microcosm-build/src/microcosm/build/uk/incumbent_unresolvable_measures.json index cdf4583bcd..24d86ee4e8 100644 --- a/packages/microcosm-build/src/microcosm/build/uk/incumbent_unresolvable_measures.json +++ b/packages/microcosm-build/src/microcosm/build/uk/incumbent_unresolvable_measures.json @@ -57,6 +57,13 @@ "adjudication": "microcosm#823 (rule-1 evaluation on the common surface; microcosm#578)", "approved_on": "2026-09-22", "expires_on": "2026-12-22" + }, + "person.trading_allowance_full_relief": { + "reason": "Trading allowance claim status (microcosm#1439, the trading_allowance_receipts spine stage): the enhanced FRS leaves the claim status at the engine's UNKNOWN and carries no full-relief group; 5 hmrc_spi rows bind through it: self-employment income amounts and counts by total income band and by self-employment income band, and employment income counts by self-employment income band.", + "approved_by": "juaristi22", + "adjudication": "microcosm#823 (rule-1 evaluation on the common surface; microcosm#578); the SPI rows read the carrier since microcosm#1439, after the incumbent pin.", + "approved_on": "2026-11-10", + "expires_on": "2027-02-10" } } } From 8fc423fc0aee23e60ca534c822351d72ccb8261f Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 11 Nov 2026 00:42:56 +0000 Subject: [PATCH 8/9] Run the spawned-worker scorer test without recycling where the interpreter refuses it CI's engine-free (3.14) job at aa08d812b ran on an ubuntu-26.04 runner, whose system Python is 3.14.4, and uv used it instead of downloading 3.14.10. The head-to-head scorer refuses --worker-max-slices before 3.14.7, where replacing a recycled worker can deadlock. test_spawned_workers_score_identically_to_sequential_cli asked for recycling regardless, so it failed there, as it does on this machine's 3.14.6. On such an interpreter the test now runs only the configurations without recycling. The refusal itself stays tested. Co-Authored-By: Claude Opus 5.5 --- .../engine_free/us/test_us_release_head_to_head_scorer.py | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_release_head_to_head_scorer.py b/packages/microcosm-build/tests/engine_free/us/test_us_release_head_to_head_scorer.py index b9af195866..8c393fa2fe 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_release_head_to_head_scorer.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_release_head_to_head_scorer.py @@ -136,6 +136,13 @@ def capture_estimates(**kwargs): # Six tasks per artifact force a replacement even for two workers with K=2. # The single-worker recycling case also verifies K opts into spawn by itself. configurations = [(1, None), (3, None), (2, 1), (2, 2), (1, 2)] + try: + module._assert_worker_recycling_supported() + except RuntimeError: + # This interpreter can deadlock replacing a recycled worker, so the CLI + # refuses --worker-max-slices on it, as the refusal tests above check. + # The configurations without recycling still run. + configurations = [config for config in configurations if config[1] is None] for workers, worker_max_slices in configurations: prefix = tmp_path / f"workers-{workers}-max-slices-{worker_max_slices}" worker_log_dir = tmp_path / f"{prefix.name}-slice-logs" From 86bad50082e88e68613bfe3bcfc783c72a3a1481 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Mar=C3=ADa=20Juaristi?= <127882282+juaristi22@users.noreply.github.com> Date: Wed, 11 Nov 2026 01:37:51 +0000 Subject: [PATCH 9/9] Match uv's conflict error across line wraps CI's engine-free (3.14) job at 8fc423fc0 ran on an ubuntu-26.04 runner, where uv 0.13.7 wrapped the error for --package microcosm-frame --extra policyengine --extra uk inside "incompatible with the declared conflicts". The test's substring check missed the wrapped phrase. uv wraps at the terminal width, which differs between runners. The check now reads the error with its whitespace collapsed, and passes at COLUMNS=60, where uv wraps the same message. Co-Authored-By: Claude Opus 5.5 --- .../tests/engine_free/shared/test_engine_core_pins.py | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) 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 f87e5016d4..ea891fab93 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 @@ -195,4 +195,5 @@ def test_uv_refuses_every_us_and_uk_combination(args: tuple[str, ...]) -> None: result = _uv_export(*args) assert result.returncode != 0 - assert "incompatible with the declared conflicts" in result.stderr + # uv wraps a long error at the terminal width, which differs between runners. + assert "incompatible with the declared conflicts" in " ".join(result.stderr.split())