USW-Tax-Analyzer

Changes for Version 1.13 (2023-07-21)

• Test model using Tax-Analyzer-Framework version 4.28.0, which is now required.

Changes for Version 1.12 (2023-04-13)

• Test model using Tax-Analyzer-Framework version 4.27.0, which is now required.

Changes for Version 1.11 (2022-10-25)

• Test model using Tax-Analyzer-Framework version 4.26.0, which is now required.

Changes for Version 1.10 (2022-09-25)

• Simplify model installation procedure.
• Test model using Tax-Analyzer-Framework version 4.25.0, which is now required.

Changes for Version 1.9 (2021-11-08)

• Add before-tax and after-tax Gini coefficients for both current law and the reform to the CLI/GUI table output.
  
• Test model using Tax-Analyzer-Framework version 4.12.0, which is now required.

Changes for Version 1.8 (2021-09-05)

• Test model using Tax-Analyzer-Framework version 4.9.0, which is now required.

Changes for Version 1.7 (2021-08-30)

• Test model using Tax-Analyzer-Framework version 4.8.0, which is now required.

Changes for Version 1.6 (2021-06-14)

• Test model using Tax-Analyzer-Framework version 4.7.0, which is now required.
• Add simple SQL script to illustrate custom tabulation of dump output.

Changes for Version 1.5 (2021-05-22)

• Test model using Tax-Analyzer-Framework version 4.6.0, which is now required.

Changes for Version 1.4 (2021-05-20)

• Test model using Tax-Analyzer-Framework version 4.5.0, which is now required.

Changes for Version 1.3 (2021-04-14)

• Test model using Tax-Analyzer-Framework version 4.0.0, which is now required.

Changes for Version 1.2 (2021-03-17)

• Test model using Tax-Analyzer-Framework version 3.2.0, which requires numba version 0.53.0 or higher in order to run under Python 3.9.x versions. Using Framework version 3.2.0 or higher, which is now required, allows model to run under either Python 3.7.x or 3.8.x or 3.9.x versions.

Changes for Version 1.1 (2021-03-08)

• Test model using Tax-Analyzer-Framework version 3.1.0, which is now required.

Changes for Version 1.0 (2021-02-22)

• Test model using Tax-Analyzer-Framework version 3.0.0, which is now required.

Changes for Version 0.19 (2021-01-20)

• Test model using Tax-Analyzer-Framework version 2.7.0, which is now required.

Changes for Version 0.18 (2021-01-07)

• Test model using Tax-Analyzer-Framework version 2.4.0, which is now required.

Changes for Version 0.17 (2020-12-27)

• Test model using Tax-Analyzer-Framework version 2.2.0, which is now required.

Changes for Version 0.16 (2020-12-22)

• Test model using Tax-Analyzer-Framework version 2.1.0, which is now required.

Changes for Version 0.15 (2020-12-17)

• Add CLI --tstax output option.
• Test model using Tax-Analyzer-Framework version 2.0.0, which is now required.

Changes for Version 0.14 (2020-11-12)

• Import taf package from the new Tax-Analyzer-Framework repository.
• Test model using Tax-Analyzer-Framework version 1.12.

Changes for Version 0.13 (2020-11-02)

• Import psgtaxanalyzer as taf to emphasize that the package contains the Tax Analyzer Framework.
• Improve documentation by adding link to a JSON syntax tutorial.
• Test model using Tax Analyzer Framework version 1.11.

Changes for Version 0.12 (2020-10-22)

• Change setup to require PSG-Tax-Analyzer framework version 1.9.
• Test model using PSG-Tax-Analyzer framework version 1.9.

Changes for Version 0.11 (2020-10-16)

• Change setup to require PSG-Tax-Analyzer framework version 1.8.
• Test model using PSG-Tax-Analyzer framework version 1.8.

Changes for Version 0.10 (2020-10-11)

• Revise code to work with PSG-Tax-Analyzer framework version 1.7.
• Test model using PSG-Tax-Analyzer framework version 1.7.

Changes for Version 0.9 (2020-09-23)

• Simplify list of packages required to install model in setup.py module.
• Enhance the creating-new-model documentation.
• Revise code to work with PSG-Tax-Analyzer framework version 1.6.
• Test model using PSG-Tax-Analyzer framework version 1.6.

Changes for Version 0.8 (2020-08-21)

• Revise tests to handle tax data files with names ending in .gz (as well as .zip).
• Revise test of valid values for scale_factor in the records_weights.json file.
• Test model using PSG-Tax-Analyzer framework version 1.3.

Changes for Version 0.7 (2020-07-22)

• Revise JSON files to work with PSG-Tax-Analyzer framework version 1.2.
• Add documentation on using new CLI --calcopts to simulate effects of selling assets to pay wealth tax.
• Expand documentation on creating a new tax model using USW-Tax-Analyzer as a template.
• Test model using PSG-Tax-Analyzer framework version 1.2.

Changes for Version 0.6 (2020-07-13)

• Revise testing logic and expected test results to reflect simplified CLI output file names introduced in PSG-Tax-Analyzer framework version 1.1; no changes in content of any output files.
• Test model using PSG-Tax-Analyzer framework version 1.1.

Changes for Version 0.5 (2020-07-13)

• Write documentation describing how to use USW-Tax-Analyzer as a template to create a new model derived from the PSG-Tax-Analyzer framework.
• Test model using PSG-Tax-Analyzer framework version 1.0.

Changes for Version 0.4 (2020-07-08)

• Revise documentation extensively.
• Add ewalt.json policy reform file that represents an alternative version of Elizabeth Warren's original wealth tax proposal.
• Write documentation describing analysis of the ewalt.json reform.

Changes for Version 0.3 (2020-07-06)

• Revise documentation so it integrates better with PSG-Tax-Analyzer framework documentation.
• Revise data/prep.py to write 2019 weights to tax_weights.csv file for each year in the 2020 through 2030 period,
• Change three *_spec.json files to project parameters for 12 years (that is, through 2030).
• Specify constant PRICE and WEALTH growth factors in growth_factors.csv file to represent BITSS OPA assumptions.
• Write documentation describing comparison of ten-year estimates.

Changes for Version 0.2 (2020-07-01)

• Specify ew.json policy reform file that represents Elizabeth Warren's recent wealth tax proposal.
• Develop opa.awk program that tabulates CLI dump output to produce statistics like those presented in the BITSS OPA.
• Confirm that CLI generates essentially the same 2019 results for the Warren reform as does the BITSS-OPA model under the assumption of no avoidance.
• Specify ewavoid16.json behavior responses file that represents the BITSS-OPA assumption of a uniform 16% avoidance rate for the Warren reform.
• Confirm that CLI generates essentially the same 2019 results for the Warren reform as does the BITSS-OPA model under the uniform 16% avoidance rate assumption.
• Write documentation describing the above steps in more detail.

Changes for Version 0.1 (2020-06-27)

• Specify model in the thirteen JSON files required by the framework.
• Construct tax data and weights CSV files from the BITSS-OPA tax_grid.csv file.
• Write wealth tax logic in the calcfunctions.py module.
• Confirm model CLI executes under current-law policy (that is, no wealth tax), which shows only that the model is operational, not that it produces sensible results for a reform.