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| 1 | +## [1.74.0] - 2026-04-02 |
| 2 | + |
| 3 | +### Added |
| 4 | + |
| 5 | +- Convert imputed deductible mortgage interest into structural mortgage balance, interest, and origination-year inputs when the installed `policyengine-us` supports federal MID cap modeling, while preserving total current-law interest deductions via residual investment interest inputs. |
| 6 | +- Added SOI Table 4.3 top-tail calibration targets for the top 0.001%, 0.001-0.01%, 0.01-0.1%, and 0.1-1% AGI percentile intervals, covering 9 variables (count, AGI, wages, interest, dividends, capital gains, business income, and partnership/S-corp income). |
| 7 | + |
| 8 | +### Changed |
| 9 | + |
| 10 | +- Align SSI takeup and disability flags to CPS-reported receipt. |
| 11 | +- Upgrade CI and Modal runtime defaults to Python 3.14 and declare package |
| 12 | + support for Python 3.14. |
| 13 | +- Refresh tracked national SOI workbook targets through TY2023, backfill TY2022, |
| 14 | + teach `get_soi()` to pick the best available source year per variable, and |
| 15 | + overlay the national DB IRS-SOI targets that can now use the newer workbook |
| 16 | + release instead of staying stuck on the TY2022 geography file. |
| 17 | + |
| 18 | +### Fixed |
| 19 | + |
| 20 | +- Reduce unnecessary PR CI spend by canceling superseded runs and limiting |
| 21 | + the Modal-backed full data build to labeled or high-risk data-pipeline changes. |
| 22 | +- Restructured CI/CD pipeline: migrated versioning from expired PAT to GitHub App token, moved tests to top-level tests/ with unit/integration split, consolidated 9 workflow files into 4 (pr.yaml, push.yaml, pipeline.yaml, versioning.yaml), added Codecov integration. Integration tests now only run on PRs with the run-integration label. |
| 23 | +- Assign distinct `reform_id` values to each national JCT tax expenditure target instead of reusing a single generic reform id for all of them. |
| 24 | +- Fix SOI uprating dtype error on newer pandas and add defensive non-negativity clip for retirement/SS variables in splice step. |
| 25 | +- Fix the state income tax ETL to parse the official FY2023 Census STC `T40` |
| 26 | + row instead of using a mismatched hardcoded table, correcting Washington, |
| 27 | + New Hampshire, Tennessee, California, and other state targets. |
| 28 | +- Use a mortgage-specific deduction variable for the JCT mortgage tax expenditure target instead of broad interest deductions. |
| 29 | +- Scope pipeline artifact directory by run ID to prevent concurrent runs from clobbering each other's H5 files, calibration packages, and weights. |
| 30 | + |
| 31 | + |
1 | 32 | ## [1.73.0] - 2026-03-12 |
2 | 33 |
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3 | 34 | ### Added |
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