Changes

This is a record of all past gettsim releases and what went into them in reverse chronological order. We follow semantic versioning and all releases are available on Anaconda.org.

v0.7 — 2023-05-14

• #514 Rewrite create_synthetic_data to make it more flexible and much faster. The function can no longer create households of different household types with one function call. (@ChristianZimpelmann).

• #573 Fix bug in age groups of Bürgergeld. (@ChristianZimpelmann).

• #150 Implement Lohnsteuer / withholding tax. (@Eric-Sommer, @JakobWegmann).

• #557 Apply @dates_active decorator in many cases. (@hmgaudecker).

• #405 Fix calculation of voluntary contribution by self-employed to the GKV. (@JHermann99)

• #495 Add @dates_active decorator to easily specify when a function is active. (@lars-reimann).

• #544 Add Kindesunterhalt (@LauraGergeleit).

• #529 Consider Elterngeld in other transfers only above a certain threshold. (@LauraGergeleit).

• #551 Add rounding to Wohngeld. (@LauraGergeleit).

• #425 Add Jax backend (@timmens).

v0.6.0 — 2023-01-30

• #503, #511, Move packaging to PyPI/conda-forge, update documentation (@timmens, @hmgaudecker).

• #487 Replace pydot_layout with pygraphviz_layout. (@lars-reimann).

• #457 Correct implementation of Arbeitslosengeld 1 (@paulinaschroeder)

• #484 Implement Kindersofortzuschlag. (@LauraGergeleit).

• #461 Fix bug in calculation of income for Kinderzuschlag. (@ChristianZimpelmann).

• #458 Calculate Vorsorgeaufwendungen on tax unit level and fix bug (@ChristianZimpelmann).

• #463 Adjust Günstigerprüfung between Kindergeld and Kinderfreibetrag such that Kindergeld is not set to 0 if Kinderfreibetrag is beneficial (@LauraGergeleit, @ChristianZimpelmann).

• #450, #500, #501 Update CI, use modern package structure (@hmgaudecker).

• #470 Execute notebooks as part of the documentation build on readthedocs (@hmgaudecker).

• #440 Implement Bürgergeld, which reforms arbeitsl_geld_2 from 01/01/2023 (@LauraGergeleit).

• #399 Use dags package to create the DAG (@ChristianZimpelmann).

• #415 Define supported groupings in config.py (@LauraGergeleit, @ChristianZimpelmann).

• #416 Add documentation page for Vermögensbegriff for transfers (@LauraGergeleit).

• #423 Model marginal employment rules reform from 10/2022 (@Eric-Sommer, @LauraGergeleit).

• #406 Change variable name from vermögen_hh to vermögen_bedürft_hh. Add test cases for several transfers (@LauraGergeleit).

• #380 Implement an automatic type conversion of imported variables. Adding test cases in test_interface.py (@LauraGergeleit, @ChristianZimpelmann).

• #403 Replace Bokeh with plotly for visualization. (@effieHAN,@sofyaakimova).

• #396, Implement pension for (very) long term insured, including eligibility criteria, i.e. “Wartezeiten”. Implement pension for women (@TeBackh), add more tests (#428, @LauraGergeleit).

• #393 Normal retirement age adjustment aligned with the rules (@TeBackh).

• #385 Make altersentlastungsbetrag dependent on age not on current date (@m-pannier, @lillyfischer).

• #392 Fix relative tolerance which was set too high for some tests. Rename vorsorge to vorsorgeaufw (@LauraGergeleit, @ChristianZimpelmann).

• #323 Align health insurance contribution parameters better aligned with law. Restructure calculation of ges_krankenv, minor changes to ges_pflegev. (@Eric-Sommer, @ChristianZimpelmann).

v0.5.1 — 2022-04-21

• #377 Fix wrong parameter value for ges_pflegev contribution (@JuergenWiemers).

• #383 Remove ä, ö, ü from file names (@ChristianZimpelmann).

v0.5.0 — 2022-04-01

• #327 Add behinderten_pauschbetrag for 1975-1986 (@lillyfischer).

• #285 Set up bokeh dashboard to visualize tax-benefit parameters (@Si-Pf, @Eric-Sommer).

• #306 Add the possibility to load the value of a parameter of the previous year when calling set_up_policy_environment (@ChristianZimpelmann).

• #275 Implement Grundrente. Implement Grundsicherung im Alter. Remove ges_rente_m as input. Rename gettsim.renten_anspr to gettsim.transfers.rente. Rename gettsim.social_insurance to gettsim.social_insurance_contributions (@davpahl, @ChristianZimpelmann).

• #307 Allow to specify order up to which ancestors and descendants are shown when plotting a dag (@ChristianZimpelmann).

• #310 Added Mehrbedarf G to Implementation of Grundsicherung im Alter (@paulinaschroeder).

• #311 Rename variable kaltmiete_m_hh to bruttokaltmiete_m_hh (@LauraGergeleit).

• #319 #320 Implement changes for social assistance and social insurance becoming effective in 2022 (@Eric-Sommer).

• #322 Add updated wohngeld parameters for 2022 (@mjbloemer, @lillyfischer).

• #312 Updated GEP-01 with effects on character limits, time and unit identifiers, adjustments for DAG backend (@hmgaudecker).

• #314 Enforce character limits from GEP-01 for all function names and input variables. Make variable names more precise (e.g., ges_ in front of all social insurance parameters that have private counterparts, eink_st everywhere the income tax is meant). Make variables consistent (e.g. kinderfreibetrag had different abbreviations, now kinderfreib everywhere). (@hmgaudecker, @ChristianZimpelmann)

• #343 New argument for `compute_taxes_and_transfers`: rounding. If set to False, rounding of outputs is disabled. Add rounding for eink_st_tu. Rounding for other functions will be introduced in future PRs. (@ChristianZimpelmann).

• #349 Create parameters for several hard coded numbers in code. (@LauraGergeleit).

• #355 Major renaming based on GEP 01, e.g.: correct use of _m-suffix; alleinerziehend becomes alleinerz; rename ges_rentenv.yaml to ges_rente.yaml (@hmgaudecker, @ChristianZimpelmann)

• #356 Define functions on scalars and have them vectorised. Implement aggregation functions on group levels. (@LauraGergeleit, @ChristianZimpelmann)

v0.4.2 — 2022-01-25

• Ensure GETTSIM works with Pandas 1.4 (#337)

v0.4.1 — 2021-04-11

• #248 Implement 2021 increase in lump sum tax deductions for disabled. (@Eric-Sommer).

• #254 Implement 2021 increase in unemployment benefits (@Eric-Sommer).

• #253 Implement 2021 changes in health insurance contribution rates and other social insurance regulations (@Eric-Sommer).

• #266 Adjust visualization.py to link nodes of DAGs to documentation properly (@davpahl, @ChristianZimpelmann).

• #267 Implement new calculation of Kinderzuschlag parameter (@Eric-Sommer).

• #252 Implement 2021 reforms to income tax tariff and family tax deductions (@Eric-Sommer).

• #235 Module to create synthetic data (@Eric-Sommer, @ChristianZimpelmann).

• #256 Implement 2021 housing benefit reform (@Eric-Sommer).

• #283 Implement Kinderbonus in 2020 and 2021 (@ChristianZimpelmann).

v0.4.0 — 2020-11-11

• #241 Renaming of directories: gettsim.benefits to gettsim.transfers; gettsim.soz_vers to gettsim.social_insurance; gettsim.data to gettsim.parameters (@MaxBlesch, @ChristianZimpelmann).

• #230 Add type hints and links all docstring variables to the documentation. Also all functions have a one liner docstring now (@MaxBlesch, @FelixAhlbrecht).

• #232 Introduce beginner tutorials on how to use GETTSIM (@amageh, @davpahl, @Trichter33).

• #185 Add the DAG code for renten_anspr_m (@MaxBlesch). This is based on the pension simulation code by (@Eric-Sommer).

• #184 Add visualization of the tax and transfer system as an interactive bokeh plot and documentation improvements (@tobiasraabe).

• #198 Enhance the loader of internal and user functions, adds a tutorial for how to pass functions to the interface and provides more tests (@tobiasraabe).

• #213 Change compute_taxes_and_transfers such that it always returns a pandas DataFrame and removes the return_dag option (@tobiasraabe).

• #219 Refactor the DAG and makes it independent from the main interface (@tobiasraabe). The PR also changes the names of interface arguments: functions instead of user_functions, set_up_policy_environment instead of get_policy_for_date, columns_overriding_functions instead of user_columns and some more changes.

• #225 Make gettsim ready for Python 3.8 (@tobiasraabe).

v0.3.4 — 2020-07-30

• #222 Fix wohngeld coefficent. Add test for increasing wohngeld. (@hmgaudecker, @MaxBlesch)

v0.3.3 — 2020-06-27

• #212 Improve the error message when reduced series could not be expanded with an id variable and fixes a related error in the internal functions (@hmgaudecker, @tobiasraabe).

• #214 Add a check for missing root nodes (@tobiasraabe).

• #215 Add a check for duplicate targets (@tobiasraabe).

• #216 Fix calculation of kinderzuschlag and wohngeld. Changed check against arbeitsl_geld_2 (@tobiasraabe).

v0.3.2 — 2020-06-19

• #196 Add docstring to policy_for_date.py and improves its interface (@MaxBlesch).

• #197 Add all functions which build the tax and transfer system to the documentation (@tobiasraabe).

• #198 Enhance the loader of internal and user functions, adds a tutorial for how to pass functions to the interface and provides more tests (@tobiasraabe).

• #200 Add a debug mode to gettsim and documents the feature (@tobiasraabe).

• #201 Improve the calculation of hh_freib and renames it to alleinerziehend_freib (@MaxBlesch, @tobiasraabe).

• #202 Fix bugs that surfaced for negative incomes (@MaxBlesch). related transfers, calculating them at the appropriate (household) level

• #206 Fix several bugs in arbeitsl_geld_2 and (@MaxBlesch).

v0.3.1 — 2020-06-05

• #188 Removes misleading code bits from the documentation and adds a copy-button (@tobiasraabe).

• #191 Adds a skip and a warning if gettsim.test() is repeatedly called (@tobiasraabe).

v0.3.0 — 2020-06-04

• Cleanup of ALG II parameters and documentation (@mjbloemer)

• Break up params.yaml into group-level files (@MaxBlesch)

• Correct income deductions for additional child benefit (@Eric-Sommer)

• Implement “Starke-Familien-Gesetz” from July 2019 on child benefits (@Eric-Sommer)

• Remove child specific ALG II withdrawal and refactoring of ALG II (@MaxBlesch, @mjbloemer)

• Add ALG II transfer withdrawal 2005-01-01 to 2005-09-30 (@mjbloemer, @MaxBlesch)

• Child tax allowance modelled as two separate items. (@Eric-Sommer)

• Alimony advance payment (Unterhaltsvorschuss) now modelled more in line with the law (@Eric-Sommer)

• Implement Art. 3 of Familienentlastungsgesetz on income tax tariff and child tax allowance becoming effective in 2020 (@Eric-Sommer)

• Implement parity in health care contributions since 2019 and 2020 contribution rates (@Eric-Sommer)

• Add Elterngeld calculation (@MaxBlesch, @boryana-ilieva)

• Fix Soli 1991 calculation, improve Soli 1995 calculation, add 2021 Soli parameters and add Soli tests (@mjbloemer, @MaxBlesch)

• Implement pre-2010 ruling on Vorsorgeaufwendungen (@Eric-Sommer)

• gettsim is released as a conda noarch package (@tobiasraabe)

• Implement 2020 reform increasing housing benefit (Wohngeldstärkungsgesetz) and complete parameters on past benefits (@Eric-Sommer)

• Regroup wohngeld parameters according to GEP-3 (@MaxBlesch)

• Rename all data columns to German names (@amageh, @MaxBlesch)

• Rename and regroup all param files (@Eric-Sommer, @MaxBlesch)

• Add generic/piecewise functions (@johannesgoldbeck, @ppoepperling, @MaxBlesch)

• A series of pull requests establishes the new DAG-based backend and refactors the calculation of benefits, taxes, and social insurance (@MaxBlesch, @tobiasraabe)

• Error messages for the new interface (@hmgaudecker, @tobiasraabe).

v0.2.1 — 2019-11-20

• Fix error with real SOEP data and “Wohngeld” for households with more than 12 household members (@Eric-Sommer, @MaxBlesch)

• Better description of required input and output columns (@MaxBlesch, @Eric-Sommer)

• Fix dependencies for conda package (@tobiasraabe)

• Fill changelog and include in docs (@tobiasraabe, @hmgaudecker)

• Add maintenance section to website (@tobiasraabe)

v0.2.0 — 2019-11-06

Initial release of gettsim.

• Set up as a conda-installable package (@tobiasraabe)

• Migration of the parameter database from xls to yaml (@mjbloemer, @MaxBlesch)

• Migration of test parameters from xls to csv (@MaxBlesch, @tobiasraabe)

• Get the main entry point to work, change interface (@MaxBlesch, @janosg, @Eric-Sommer, @hmgaudecker, @tobiasraabe)

• Tax and transfer module uses apply instead of loops (@MaxBlesch, @hmgaudecker)

• Correct tax treatment of child care costs (@Eric-Sommer)

• Improve calculation of housing allowance (@Eric-Sommer)

v0.1 and prior work — 2019-09-30

Most code written by @Eric-Sommer based on IZAΨMOD, a policy microsimulation model developed at IZA.