Prepare 3.0.0

Makefile

@@ -86,7 +86,7 @@ TAXCALC_JSON_FILES := $(shell ls -l ./taxcalc/*json | awk '{print $$9}')
 TESTS_JSON_FILES := $(shell ls -l ./taxcalc/tests/*json | awk '{print $$9}')
 PYLINT_FILES := $(shell grep -rl --include="*py" disable=locally-disabled .)
 PYLINT_OPTIONS = --disable=locally-disabled --score=no --jobs=4
-RECIPE_FILES := $(shell ls -l ./docs/cookbook/recipe*py | awk '{print $$9}')
+RECIPE_FILES := $(shell ls -l ./docs/cookbook/recipe*ipynb | awk '{print $$9}')
 PYLINT_IGNORE = C0103,C0111,E0401,E1120,R0913,R0914,W0401,W0614
 RECIPE_OPTIONS = --disable=$(PYLINT_IGNORE) --score=no --jobs=4
 

RELEASING.md

@@ -4,7 +4,7 @@ RELEASING TAX-CALCULATOR CONDA PACKAGES
 ```
 ====> CREATE NEW TAXCALC PACKAGES <====
 
---> on branch X-Y-Z, edit RELEASES.md and CHANGES.md to finalize X.Y.Z info
+--> on branch X-Y-Z, edit RELEASES.md to finalize X.Y.Z info
 
 --> specify release X.Y.Z in setup.py and taxcalc/__init__.py
 
@@ -18,9 +18,7 @@ RELEASING TAX-CALCULATOR CONDA PACKAGES
 
 --> cd taxcalc/validation ; ./tests.sh ; .fix. ; cd ../..
 
---> cd docs ; ./uguide_results.sh ; .fix. ; python make_uguide.py
-
---> specify release X.Y.Z in index.htmx ; python make_tc_pages.py
+--> specify release X.Y.Z in index.md
 
 --> cd .. ; make clean  [to remove taxcalc package]
 
@@ -49,24 +47,6 @@ RELEASING TAX-CALCULATOR CONDA PACKAGES
 
 --> create Behavioral-Responses packages
 
-====> CREATE NEW PYTHON COOKBOOK <====
-
---> run `conda install -c PSLmodels behresp --yes`  [to make behresp available]
-
---> on new branch X-Y-Z-cookbook
-
---> cd docs/cookbook ; python test_recipes.py ; .fix. ; python make_cookbook.py
-
---> merge X-Y-Z-cookbook branch and push to origin
-
---> merge X-Y-Z-cookbook branch into master branch on GitHub
-
---> on local master branch, ./gitsync
-
---> execute `touch docs/index.html`
---> execute `touch docs/uguide.html`
---> execute `touch docs/cookbook.html`
-
 ====> NOTIFY OTHER DEVELOPERS <====
 
 --> email policybrain-modelers list about the new release and packages

docs/about/releases.md

@@ -4,6 +4,32 @@ Go [here](https://github.com/PSLmodels/Tax-Calculator/pulls?q=is%3Apr+is%3Aclose
 for a complete commit history.
 
 
+2020-08-22 Release 3.0.0
+------------------------
+(last merged pull request is
+[#2474](https://github.com/PSLmodels/Tax-Calculator/pull/2474))
+
+**This is a major release with changes that make Tax-Calculator incompatible with earlier releases.**
+
+**API Changes**
+- Adopt the [ParamTools library](https://github.com/PSLmodels/ParamTools) for parameter processing and validation, allowing easier integration with other projects that rely on ParamTools, less code for the Tax-Calculator project to maintain, and other benefits for Tax-Calculator users. Backwards compatibiltiy was maintained except for a minor API change: The parameter values that are accessible as instance attributes (e.g. pol.II_em) are not casted down into a lower dimension. So, if the year is 2017, then pol.II_em returns [4050.0] instead of 4050.0. [[#2401](https://github.com/PSLmodels/Tax-Calculator/pull/2401) by Hank Doupe]
+- CPI_offset was replaced by parameter_indexing_CPI_offset, which has slightly different behavior: When parameter_indexing_CPI_offset is specified in a reform, that value is no longer added to the existing parameter_indexing_CPI_offset as was the case with CPI_offset. Rather, the specified value becomes the offset from the baseline unchained CPI. This new behavior is consistent with what is expected from all other Tax-Calculator parameters. [[#2413](https://github.com/PSLmodels/Tax-Calculator/pull/2413) by Peter Metz]
+- Replace the variable reporting the number of dependents under 5 years old (nu05) with the number under 6 years old (nu06) to support recent policy proposals. [[#2443](https://github.com/PSLmodels/Tax-Calculator/pull/2443) by Peter Metz, with primary work in [TaxData PR #329](https://github.com/PSLmodels/taxdata/pull/329) by Anderson Frailey]
+- Remove the changes.md file to consolidate version reporting in this file, releases.md. [[#2474](https://github.com/PSLmodels/Tax-Calculator/pull/2474) by Matt Jensen]
+
+**New Features**
+- Enable Windows users to convert TAXSIM input files to the interface required by Tax-Calculator's tc Command Line Interface by replacing validation script taxcalc.sh with taxcalc.py [[#2408](https://github.com/PSLmodels/Tax-Calculator/pull/2408) by Peter Metz based on feedback from Ernie Tedeschi]
+- Add automated testing for Python 3.8 to ensure a bug-free experience for users on the latest version of Python. [[#2414](https://github.com/PSLmodels/Tax-Calculator/pull/2414) by Hank Doupe]
+- Include UBI amounts, when introduced by user reforms, to variables that report total benefits. [[#2418](https://github.com/PSLmodels/Tax-Calculator/pull/2418) by Jason DeBacker]
+- Improve [documentation site](https://pslmodels.github.io/Tax-Calculator/) with [Jupyter Book](https://jupyterbook.org/intro.html) [[#2420](https://github.com/PSLmodels/Tax-Calculator/pull/2420) by Max Ghenis with auxiliary PRs by Jason DeBacker]
+- Add documentation for the Tax-Calculator API to the docs site. [[#2441](https://github.com/PSLmodels/Tax-Calculator/pull/2441) by Jason DeBacker]
+- Add documentation for Tax-Calculator parameters to the docs site. [[#2450](https://github.com/PSLmodels/Tax-Calculator/pull/2450) by Hank Doupe]
+- Port from SAS to Python the creation of the CPS tax unit file that is packaged with Tax-Calculator. [[#2444](https://github.com/PSLmodels/Tax-Calculator/pull/2444) by Peter Metz, with primary work in [TaxData PR #314](https://github.com/PSLmodels/taxdata/pull/314) by Anderson Frailey]
+- Update the Tax-Calculator baseline  or the CBO's July 2 report, "An Update to the Economic Outlook: 2020-2030." [[#2462](https://github.com/PSLmodels/Tax-Calculator/pull/2462) by Peter Metz, with primary work in [TaxData PR #332](https://github.com/PSLmodels/taxdata/pull/314) by Jacob Chuslo]
+
+**Bug Fixes**
+- Adjustments to the CPI_offset set under current law previously  overwrite the scheduled expiration of TCJA tax cut for parameters that are inflation indexed. The adoption of the new parameter_indexing_CPI_offset fixes this bug. We are unware of any users encountering this issue. [[#2413](https://github.com/PSLmodels/Tax-Calculator/pull/2413) by Peter Metz]
+
 2020-03-18 Release 2.9.0
 ------------------------
 (last merged pull request is

docs/index.md

@@ -51,7 +51,7 @@ The cross-model validation work with NBER's TAXSIM-27 model is described
 
 ## Latest release
 
-{doc}`2.9.0 (2020-03-18) <about/releases>`
+{doc}`3.0.0 (2020-08-22) <about/releases>`
 
 If you are already using Tax-Calculator, upgrade using the following command:
 

setup.py

@@ -6,7 +6,7 @@
 with open('README.md') as f:
     longdesc = f.read()
 
-version = '2.9.0'
+version = '3.0.0'
 
 config = {
     'description': 'Tax Calculator',
@@ -30,6 +30,7 @@
         'Programming Language :: Python :: 3',
         'Programming Language :: Python :: 3.6',
         'Programming Language :: Python :: 3.7',
+        'Programming Language :: Python :: 3.8',
         'Topic :: Software Development :: Libraries :: Python Modules'],
     'tests_require': ['pytest'],
     'entry_points': {

taxcalc/__init__.py

@@ -14,4 +14,4 @@
 from taxcalc.utils import *
 from taxcalc.cli import *
 
-__version__ = '2.9.0'
+__version__ = '3.0.0'