February 2026 (2026-02) monthly development summary for PolicyEngine/policyengine-us. Delivered 2025 tax year parameter updates across Vermont, Mississippi, Louisiana, and Colorado; added supporting references, limits, and form references to ensure accurate tax calculations and guidance for 2025. Corrected a disability exemption cap bug in Louisiana, added tests, and updated school readiness credits reference in Louisiana. Performed cross-file metadata improvements and formatting cleanup to ensure consistent Markdown outputs and data quality. This work maintains regulatory compliance, improves user guidance, and reduces risk of incorrect tax calculations. Skills demonstrated include YAML/parameter management, form/reference integration, cross-state coordination, testing, and attention to data integrity.
February 2026 (2026-02) monthly development summary for PolicyEngine/policyengine-us. Delivered 2025 tax year parameter updates across Vermont, Mississippi, Louisiana, and Colorado; added supporting references, limits, and form references to ensure accurate tax calculations and guidance for 2025. Corrected a disability exemption cap bug in Louisiana, added tests, and updated school readiness credits reference in Louisiana. Performed cross-file metadata improvements and formatting cleanup to ensure consistent Markdown outputs and data quality. This work maintains regulatory compliance, improves user guidance, and reduces risk of incorrect tax calculations. Skills demonstrated include YAML/parameter management, form/reference integration, cross-state coordination, testing, and attention to data integrity.
2026-01 Monthly Summary for PolicyEngine/policyengine-us: Delivered core policy enhancements and quality improvements that increase accuracy, maintainability, and business value. Key outcomes include phase-out logic for the CRFB Social Security nonrefundable credit, AGI surtax reforms integrated into the structural reforms framework, and data accuracy improvements for Health Savings Account contributions, accompanied by code quality refactors and test coverage. These changes reduce computational risk, enable new policy scenarios, and improve documentation.
2026-01 Monthly Summary for PolicyEngine/policyengine-us: Delivered core policy enhancements and quality improvements that increase accuracy, maintainability, and business value. Key outcomes include phase-out logic for the CRFB Social Security nonrefundable credit, AGI surtax reforms integrated into the structural reforms framework, and data accuracy improvements for Health Savings Account contributions, accompanied by code quality refactors and test coverage. These changes reduce computational risk, enable new policy scenarios, and improve documentation.
Month: 2025-12 — PolicyEngine/policyengine-us monthly summary. Key features delivered: - 20% qualified REIT/PTP income component implemented to expand revenue model and improve tax calculation accuracy (Fixes #6911). - TOB/trust fund allocation enhancements: added OASDI share parameter, employer payroll tax revenue variables, and employer contribution calculations; introduced double-branching with updated unit tests. - Maintenance and quality improvements: comprehensive code quality work including formatting, linting, test consolidation, minor refactors, tzdata update, and dependency updates; lockfile maintenance (uv.lock) to align dependencies; CI workflow updated from master to main. - Documentation and changelog updates: IA CDCC parameter documentation update referencing taxable income; changelog entry added. - Additional reliability improvements: added unit tests for TOB trust fund allocation, test fixes, and various minor adjustments to ensure stability. Major bugs fixed: - NJ EITC net income test fix for New Jersey childless EITC to align with policy (#6884). - Trust fund revenue allocation: fixed incorrect split in tob_revenue_oasdi and tob_revenue_medicare_hi (#6998). - Repair of unlock-related issues and other test/lint fixes; removal of extraneous artifacts introduced by prior commits. Overall impact and accomplishments: - Achieved more accurate tax policy modeling and distribution across TOB trust funds, improving policy compliance and decision-support accuracy for end users. - Substantial improvements in code quality and maintainability, enabling faster future changes, safer deployments, and easier onboarding for engineers. - Strengthened CI/CD and documentation processes, reducing release risk and improving traceability of changes. Technologies/skills demonstrated: - Tax policy modeling, parameterization, and branching logic for trust fund allocation. - Dependency management and maintenance (uv.lock, tzdata), code formatting and linting, and test engineering (consolidation and coverage). - CI/CD workflow management, documentation updates, and changelog discipline.
Month: 2025-12 — PolicyEngine/policyengine-us monthly summary. Key features delivered: - 20% qualified REIT/PTP income component implemented to expand revenue model and improve tax calculation accuracy (Fixes #6911). - TOB/trust fund allocation enhancements: added OASDI share parameter, employer payroll tax revenue variables, and employer contribution calculations; introduced double-branching with updated unit tests. - Maintenance and quality improvements: comprehensive code quality work including formatting, linting, test consolidation, minor refactors, tzdata update, and dependency updates; lockfile maintenance (uv.lock) to align dependencies; CI workflow updated from master to main. - Documentation and changelog updates: IA CDCC parameter documentation update referencing taxable income; changelog entry added. - Additional reliability improvements: added unit tests for TOB trust fund allocation, test fixes, and various minor adjustments to ensure stability. Major bugs fixed: - NJ EITC net income test fix for New Jersey childless EITC to align with policy (#6884). - Trust fund revenue allocation: fixed incorrect split in tob_revenue_oasdi and tob_revenue_medicare_hi (#6998). - Repair of unlock-related issues and other test/lint fixes; removal of extraneous artifacts introduced by prior commits. Overall impact and accomplishments: - Achieved more accurate tax policy modeling and distribution across TOB trust funds, improving policy compliance and decision-support accuracy for end users. - Substantial improvements in code quality and maintainability, enabling faster future changes, safer deployments, and easier onboarding for engineers. - Strengthened CI/CD and documentation processes, reducing release risk and improving traceability of changes. Technologies/skills demonstrated: - Tax policy modeling, parameterization, and branching logic for trust fund allocation. - Dependency management and maintenance (uv.lock, tzdata), code formatting and linting, and test engineering (consolidation and coverage). - CI/CD workflow management, documentation updates, and changelog discipline.
November 2025 (PolicyEngine/policyengine-us) delivered state-specific tax features and reliability improvements that improve calculation accuracy, regulatory compliance, and configurability. Key features: Virginia 2024 income tax rebate; Hawaii capital gains tax reinstatement; Rhode Island exemption reform including older dependents; New Jersey CDCC using actual federal values; Colorado Care Worker Tax Credit. Major bug fix: reverted 65+ age heterogeneity in labor supply elasticities with changelog update. Business impact: increases tax accuracy across multiple states, reduces regulatory risk, and strengthens customer confidence.
November 2025 (PolicyEngine/policyengine-us) delivered state-specific tax features and reliability improvements that improve calculation accuracy, regulatory compliance, and configurability. Key features: Virginia 2024 income tax rebate; Hawaii capital gains tax reinstatement; Rhode Island exemption reform including older dependents; New Jersey CDCC using actual federal values; Colorado Care Worker Tax Credit. Major bug fix: reverted 65+ age heterogeneity in labor supply elasticities with changelog update. Business impact: increases tax accuracy across multiple states, reduces regulatory risk, and strengthens customer confidence.
October 2025 — PolicyEngine/policyengine-us delivered significant features and reliability improvements. Key business value included expanded eligibility reach for Baby Bonus and MN CTC, more accurate cross-state tax credit calculations, performance optimizations in NYC geography checks, and improved testing and documentation to increase maintainability and compliance.
October 2025 — PolicyEngine/policyengine-us delivered significant features and reliability improvements. Key business value included expanded eligibility reach for Baby Bonus and MN CTC, more accurate cross-state tax credit calculations, performance optimizations in NYC geography checks, and improved testing and documentation to increase maintainability and compliance.
September 2025 (PolicyEngine US) delivered significant business and technical progress, focusing on accurate state tax computations, expanded benefit rules, and stronger code quality and test coverage.
September 2025 (PolicyEngine US) delivered significant business and technical progress, focusing on accurate state tax computations, expanded benefit rules, and stronger code quality and test coverage.
August 2025 — PolicyEngine/policyengine-us monthly overview focusing on business value and technical execution. Key features delivered: - Georgia surplus tax rebate: backdates tax parameters to 2021 and introduces a new surplus tax rebate; updates YAML configurations, tests, and related legal references; cleanup and test adjustments completed. Major bugs fixed: - American Worker Rebate Act timeframe expansion: extends refundable credits window from a single year (2025) to 2024-2035; changelog updated. - HUD rent calculation fix: tenant-pays-utilities logic ensures utility allowances are applied correctly based on who pays utilities; excludes utilities when landlord pays; tests updated. - Maintenance: Regularly merge master into feature branches to keep in sync with main codebase. Overall impact and accomplishments: - Expanded policy coverage and improved accuracy of rebate applicability, reducing miscalculation risk across multiple tax years. - Correct HUD rent and utility handling improves compliance with housing program rules and reduces incorrect subsidy calculations. - Maintained code health and release readiness by aligning feature branches with master and keeping tests up to date. Technologies/skills demonstrated: - Policy/configuration management (YAML), changelog and test maintenance, version control hygiene (branch syncing and merges), and PR-ready changes across tax policy modules. Business value: - Increased policy coverage window for tax credits, improved rent calculation fidelity, and smoother future integrations with mainline codebase; faster, safer feature delivery with stronger test coverage.
August 2025 — PolicyEngine/policyengine-us monthly overview focusing on business value and technical execution. Key features delivered: - Georgia surplus tax rebate: backdates tax parameters to 2021 and introduces a new surplus tax rebate; updates YAML configurations, tests, and related legal references; cleanup and test adjustments completed. Major bugs fixed: - American Worker Rebate Act timeframe expansion: extends refundable credits window from a single year (2025) to 2024-2035; changelog updated. - HUD rent calculation fix: tenant-pays-utilities logic ensures utility allowances are applied correctly based on who pays utilities; excludes utilities when landlord pays; tests updated. - Maintenance: Regularly merge master into feature branches to keep in sync with main codebase. Overall impact and accomplishments: - Expanded policy coverage and improved accuracy of rebate applicability, reducing miscalculation risk across multiple tax years. - Correct HUD rent and utility handling improves compliance with housing program rules and reduces incorrect subsidy calculations. - Maintained code health and release readiness by aligning feature branches with master and keeping tests up to date. Technologies/skills demonstrated: - Policy/configuration management (YAML), changelog and test maintenance, version control hygiene (branch syncing and merges), and PR-ready changes across tax policy modules. Business value: - Increased policy coverage window for tax credits, improved rent calculation fidelity, and smoother future integrations with mainline codebase; faster, safer feature delivery with stronger test coverage.
July 2025 performance summary for PolicyEngine/policyengine-app: Implemented the OBBBA Household Explorer integration, enhanced code quality, and refined routing to improve maintainability and data exploration capabilities. These efforts deliver a streamlined data analysis workflow for policy analysts and a more maintainable codebase.
July 2025 performance summary for PolicyEngine/policyengine-app: Implemented the OBBBA Household Explorer integration, enhanced code quality, and refined routing to improve maintainability and data exploration capabilities. These efforts deliver a streamlined data analysis workflow for policy analysts and a more maintainable codebase.
June 2025: Delivered key policy and data updates for PolicyEngine/policyengine-us, strengthening tax calculation accuracy and data integrity while expanding test coverage. Highlights include CA State Supplement 2025 updates (rates, period adjustments, overtime exemption, and Child/Dependent Care Credit), SNAP take-up seeds and seed handling fixes, and enhancements to the compute tree for finer tax granularity. Data refinements covered mutual funds, minor configuration changes, and widespread code quality improvements (linting, formatting, naming, and test infrastructure). The month also included critical bug fixes across tax logic and validation, such as Kansas zero tax computation using gross income, tip/overtime reforms fixes, Hawaii and Nebraska bracket adjustments, and test fixes with changelog updates.
June 2025: Delivered key policy and data updates for PolicyEngine/policyengine-us, strengthening tax calculation accuracy and data integrity while expanding test coverage. Highlights include CA State Supplement 2025 updates (rates, period adjustments, overtime exemption, and Child/Dependent Care Credit), SNAP take-up seeds and seed handling fixes, and enhancements to the compute tree for finer tax granularity. Data refinements covered mutual funds, minor configuration changes, and widespread code quality improvements (linting, formatting, naming, and test infrastructure). The month also included critical bug fixes across tax logic and validation, such as Kansas zero tax computation using gross income, tip/overtime reforms fixes, Hawaii and Nebraska bracket adjustments, and test fixes with changelog updates.
May 2025 focused on delivering user-centric analysis of tax policy changes through clear, data-informed content. Delivered a feature that explains the Manager's Amendment to H.R.1 with tax provisions (SALT cap, AMT) and includes simulations and data visualizations to illustrate effects on household net income and economic inequality. No major bugs fixed this month; work primarily advanced product understanding and user education through content and visuals. The initiative strengthens policy transparency and supports informed decision-making for users of PolicyEngine/policyengine-app.
May 2025 focused on delivering user-centric analysis of tax policy changes through clear, data-informed content. Delivered a feature that explains the Manager's Amendment to H.R.1 with tax provisions (SALT cap, AMT) and includes simulations and data visualizations to illustrate effects on household net income and economic inequality. No major bugs fixed this month; work primarily advanced product understanding and user education through content and visuals. The initiative strengthens policy transparency and supports informed decision-making for users of PolicyEngine/policyengine-app.
Monthly summary for 2025-04 focused on delivering business value through user-facing analytics and maintainability improvements in PolicyEngine/policyengine-app. Highlights include a Tax Cuts for Workers Act visual analytics initiative with narrative blog content, and significant notebook/visual quality improvements to analytics workflows. Work completed positions the product for production reviews and broader user impact.
Monthly summary for 2025-04 focused on delivering business value through user-facing analytics and maintainability improvements in PolicyEngine/policyengine-app. Highlights include a Tax Cuts for Workers Act visual analytics initiative with narrative blog content, and significant notebook/visual quality improvements to analytics workflows. Work completed positions the product for production reviews and broader user impact.
March 2025 performance highlights for PolicyEngine development across policyengine-app and policyengine-api. Key features delivered include substantial Blog Post Formatting and Readability Improvements to improve consistency, readability, and accessibility across posts; Tax content updates and FISC report enhancement (NY Hochul tax proposals, Michigan Tax Cut, Idaho Blog Post, and 10-year impacts added to the FISC report); UI/UX polish and copy improvements to refine hover interactions and remove typos; CI/testing enhancement with an extra test run to boost coverage and reliability; and Dependency/version alignment fixes to ensure compatibility between core policyengine components. Major bugs fixed include removal of duplicate headings/subheadings in FISC Act posts and ongoing UI formatting/typo fixes. Overall impact includes improved reader experience, more accurate and timely tax content, more stable builds, and stronger content publishing workflows. Technologies/skills demonstrated span front-end content formatting, content publishing, CI/CD improvements, merge-conflict resolution, and cross-repo collaboration across policyengine-app and policyengine-api.
March 2025 performance highlights for PolicyEngine development across policyengine-app and policyengine-api. Key features delivered include substantial Blog Post Formatting and Readability Improvements to improve consistency, readability, and accessibility across posts; Tax content updates and FISC report enhancement (NY Hochul tax proposals, Michigan Tax Cut, Idaho Blog Post, and 10-year impacts added to the FISC report); UI/UX polish and copy improvements to refine hover interactions and remove typos; CI/testing enhancement with an extra test run to boost coverage and reliability; and Dependency/version alignment fixes to ensure compatibility between core policyengine components. Major bugs fixed include removal of duplicate headings/subheadings in FISC Act posts and ongoing UI formatting/typo fixes. Overall impact includes improved reader experience, more accurate and timely tax content, more stable builds, and stronger content publishing workflows. Technologies/skills demonstrated span front-end content formatting, content publishing, CI/CD improvements, merge-conflict resolution, and cross-repo collaboration across policyengine-app and policyengine-api.
February 2025 — PolicyEngine/policyengine-us monthly summary. Key features delivered: - AMT calculation overhaul and testing: refactors AMT code for clarity, updates YAML parameters, and adds tests to improve accuracy and robustness. Commits include d3adcb492cb168640249bef218a62682e90af587, 9ede0e4095ee127fb949a6fd50a88083989db959, and 4fe01a39c0f4f734c57a60cec245e6233dfd7f9f. - Mortgage interest deduction normalization across states: consolidates deductible and non-deductible mortgage interest into a unified mortgage_interest variable; updates Hawaii deductions and related configs; accompanying tests. Commits: 98d362373046034cf0a110405d669fa7dca163e2, c951e09593fd90cbf364aeef71d0bb7ea7b6ebf7, 59c10b079fd9baf8f70e6660872a3e57ad164f6b, 1468f136c5ab684dddaaefde8084ebda4bbafe9d. - Capital gains parameter correctness and reform references: fixes in brackets usage and ensures parameters are correctly used; tests updated. Commits: d8be53a45249ac3be3c46b43078a4f3b2dc240c5, 74f7b53c5bafada5cc9f83a53d0a3d7e3b61cd84. - New York inflation rebate threshold correction: sets bottom bracket to negative infinity for all filing statuses and adds an integration test. Commit: 9a340f618b0d4668299418b3b590de548a5323e2. - Louisiana federal tax deduction and ACA PTC handling: correctly exclude ACA PTC repayment and adjust baseline tests to reflect accurate federal deduction. Commits: a9b2fc16c632456ca85b587ebef8ec555abc9335, 98250f305095ea51957bdfca39fd433cbc7cd3cd. - Stability and cleanup: readibility improvements and removal of obsolete artifacts to stabilize the branch; includes reverts and data cleanup. Commits: 747e511a232c28a06693958c74c966fc86da235d, 219c6b8c5660df227301d92855f6216a665d6d3d, 1ec06ddc449a09cff4995571212fb63781f77bce, 53405e4fede6d4eb89f74585da0245c243f30474, 244391d7f3581c6f3d22649830a3e128fb664cf2.
February 2025 — PolicyEngine/policyengine-us monthly summary. Key features delivered: - AMT calculation overhaul and testing: refactors AMT code for clarity, updates YAML parameters, and adds tests to improve accuracy and robustness. Commits include d3adcb492cb168640249bef218a62682e90af587, 9ede0e4095ee127fb949a6fd50a88083989db959, and 4fe01a39c0f4f734c57a60cec245e6233dfd7f9f. - Mortgage interest deduction normalization across states: consolidates deductible and non-deductible mortgage interest into a unified mortgage_interest variable; updates Hawaii deductions and related configs; accompanying tests. Commits: 98d362373046034cf0a110405d669fa7dca163e2, c951e09593fd90cbf364aeef71d0bb7ea7b6ebf7, 59c10b079fd9baf8f70e6660872a3e57ad164f6b, 1468f136c5ab684dddaaefde8084ebda4bbafe9d. - Capital gains parameter correctness and reform references: fixes in brackets usage and ensures parameters are correctly used; tests updated. Commits: d8be53a45249ac3be3c46b43078a4f3b2dc240c5, 74f7b53c5bafada5cc9f83a53d0a3d7e3b61cd84. - New York inflation rebate threshold correction: sets bottom bracket to negative infinity for all filing statuses and adds an integration test. Commit: 9a340f618b0d4668299418b3b590de548a5323e2. - Louisiana federal tax deduction and ACA PTC handling: correctly exclude ACA PTC repayment and adjust baseline tests to reflect accurate federal deduction. Commits: a9b2fc16c632456ca85b587ebef8ec555abc9335, 98250f305095ea51957bdfca39fd433cbc7cd3cd. - Stability and cleanup: readibility improvements and removal of obsolete artifacts to stabilize the branch; includes reverts and data cleanup. Commits: 747e511a232c28a06693958c74c966fc86da235d, 219c6b8c5660df227301d92855f6216a665d6d3d, 1ec06ddc449a09cff4995571212fb63781f77bce, 53405e4fede6d4eb89f74585da0245c243f30474, 244391d7f3581c6f3d22649830a3e128fb664cf2.
January 2025 summary: Two PolicyEngine repositories advanced both product capabilities and content quality. In policyengine-api, updated the PolicyEngine US dependency to version 1.168.1, ensuring compatibility with current US policy modeling and improved security posture (commit 79b86b05f9ddfeb16f325a2b041a6e42f873978a). In policyengine-app, launched the Family First Act article with initial policy analysis and projections on Child Tax Credit, Earned Income Tax Credit, and other provisions, followed by extensive enhancements to formatting, tables, revenue projections, and a 2026+ policy parameter registry. Across both repos, a series of commits modernized documentation, improved data presentation, and laid a foundation for forward-looking policy scenarios. These changes deliver business value through up-to-date dependencies, clearer user-facing content, and enhanced planning for future fiscal year scenarios.
January 2025 summary: Two PolicyEngine repositories advanced both product capabilities and content quality. In policyengine-api, updated the PolicyEngine US dependency to version 1.168.1, ensuring compatibility with current US policy modeling and improved security posture (commit 79b86b05f9ddfeb16f325a2b041a6e42f873978a). In policyengine-app, launched the Family First Act article with initial policy analysis and projections on Child Tax Credit, Earned Income Tax Credit, and other provisions, followed by extensive enhancements to formatting, tables, revenue projections, and a 2026+ policy parameter registry. Across both repos, a series of commits modernized documentation, improved data presentation, and laid a foundation for forward-looking policy scenarios. These changes deliver business value through up-to-date dependencies, clearer user-facing content, and enhanced planning for future fiscal year scenarios.
December 2024 monthly summary for PolicyEngine/policyengine-app focusing on blog content features and bug fixes, delivering richer media, improved formatting, and accuracy improvements that enhance reader engagement and content reliability.
December 2024 monthly summary for PolicyEngine/policyengine-app focusing on blog content features and bug fixes, delivering richer media, improved formatting, and accuracy improvements that enhance reader engagement and content reliability.
Concise month summary for PolicyEngine/policyengine-app in 2024-11: Key features delivered include updates to the US tax model for 2025 inflation adjustments and a new SALT/AMT calculator integration, along with documentation formatting cleanup to improve readability and maintainability. These efforts enhanced regulatory alignment, expanded tax planning capabilities, and improved developer experience.
Concise month summary for PolicyEngine/policyengine-app in 2024-11: Key features delivered include updates to the US tax model for 2025 inflation adjustments and a new SALT/AMT calculator integration, along with documentation formatting cleanup to improve readability and maintainability. These efforts enhanced regulatory alignment, expanded tax planning capabilities, and improved developer experience.
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