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26 changes: 17 additions & 9 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [Unreleased]
## [0.19.1] - 2026-08-10 12:00:00

### Added

Expand All @@ -24,17 +24,23 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
escalates from cycling to diverging), and a run that ends unconverged
while stalled carries the diagnosis in the `RuntimeError` message, so
it reaches users who only see the traceback.
[PR #1178](https://github.com/PSLmodels/OG-Core/pull/1178).
- Changes the default of `stationarized` to `False` in `output_plots.plot_aggregates` and `output_plots.plot_industry_aggregates`, so unstationarized values are plotted by default, resolving Issue [#1133](https://github.com/PSLmodels/OG-Core/issues/1133). [PR #1183](https://github.com/PSLmodels/OG-Core/pull/1183).

### Bug Fixes

- Fixes Issue [#1186](https://github.com/PSLmodels/OG-Core/issues/1186):
with demographics that vary across lifetime income groups (PR #1165), the
`use_zeta = False` branch of `household.get_bq` divided each group's
bequest pool by its birth share (`lambdas[j]`) rather than its actual
population share, so bequests received did not sum to bequests left and
the steady-state resource constraint failed. Receipts are now divided by
the group's actual population (from `omega_SS` / `omega`), matching the
`use_zeta = True` branch. Results are unchanged when demographics are
common across groups.
with demographics that vary across lifetime income groups (introduced in
PR #1165), the `use_zeta = False` branch of `household.get_bq` divided
each group's bequest pool by its birth share (`lambdas[j]`) rather than
its actual population share, so bequests received did not sum to bequests
left and the steady-state resource constraint failed. Receipts are now
divided by the group's actual population (from `omega_SS` / `omega`),
matching the `use_zeta = True` branch. Results are unchanged when
demographics are common across groups. [PR #1187](https://github.com/PSLmodels/OG-Core/pull/1187).
- Fixes Issue [#1015](https://github.com/PSLmodels/OG-Core/issues/1015): fixes escape with special characters in parameter names that caused failures when reading from JSON files. Adds a test to prevent this in the future. [PR #1193](https://github.com/PSLmodels/OG-Core/pull/1193).
- Resolve Issue [#1152](https://github.com/PSLmodels/OG-Core/issues/1152): expose same keys in the steady-state and time path dictionaries. [PR #1185](https://github.com/PSLmodels/OG-Core/pull/1185).
- Correct payroll tax calculations, resolving Issue [#1023](https://github.com/PSLmodels/OG-Core/issues/1023). [PR #1184](https://github.com/PSLmodels/OG-Core/pull/1184).

## [0.19.0] - 2026-07-29 12:00:00

Expand Down Expand Up @@ -732,6 +738,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
- Any earlier versions of OG-USA can be found in the [`OG-Core`](https://github.com/PSLmodels/OG-Core) repository [release history](https://github.com/PSLmodels/OG-Core/releases) from [v.0.6.4](https://github.com/PSLmodels/OG-Core/releases/tag/v0.6.4) (Jul. 20, 2021) or earlier.


[0.19.1]: https://github.com/PSLmodels/OG-Core/compare/v0.19.0...v0.19.1
[0.19.0]: https://github.com/PSLmodels/OG-Core/compare/v0.18.1...v0.19.0
[0.18.1]: https://github.com/PSLmodels/OG-Core/compare/v0.18.0...v0.18.1
[0.18.0]: https://github.com/PSLmodels/OG-Core/compare/v0.17.0...v0.18.0
[0.17.0]: https://github.com/PSLmodels/OG-Core/compare/v0.16.4...v0.17.0
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5 changes: 3 additions & 2 deletions docs/book/content/api/aggregates.rst
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Expand Up @@ -9,5 +9,6 @@ ogcore.aggregates
------------------------------------------

.. automodule:: ogcore.aggregates
:members: get_L, get_I, get_B, get_BQ, get_RM, get_C, revenue, get_r_p,
resource_constraint, get_K_splits, get_ptilde
:members: get_L, get_I, get_B, get_BQ, get_RM, get_C, revenue,
get_payroll_tax_revenue, get_r_p, resource_constraint, get_capital_outflows,
get_K_splits, get_ptilde
2 changes: 1 addition & 1 deletion docs/book/content/api/demographics.rst
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Expand Up @@ -10,4 +10,4 @@ ogcore.demographics

.. automodule:: ogcore.demographics
:members: get_un_data, get_fert, get_mort, get_pop, pop_rebin, get_imm_rates,
immsolve, get_pop_objs, pre_pop_solve
immsolve, expand_pop_obj_J, get_pop_objs
6 changes: 3 additions & 3 deletions docs/book/content/api/firm.rst
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Expand Up @@ -9,6 +9,6 @@ ogcore.firm
------------------------------------------

.. automodule:: ogcore.firm
:members: get_Y, get_r, get_w, get_KLratio, get_MPx,
get_w_from_r, get_K, get_L_from_Y,
get_pm, solve_L, get_cost_of_capital
:members: get_Y, get_r, get_w, get_KLratio_KLonly, get_KLratio, get_MPx,
get_w_from_r, get_K_KLonly, get_K, get_L_from_Y, get_cost_of_capital,
get_pm, get_KY_ratio, solve_L, adj_cost
2 changes: 1 addition & 1 deletion docs/book/content/api/output_tables.rst
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Expand Up @@ -11,4 +11,4 @@ ogcore.output_tables
.. automodule:: ogcore.output_tables
:members: macro_table, macro_table_SS, ineq_table, gini_table,
wealth_moments_table, time_series_table,
dynamic_revenue_decomposition
dynamic_revenue_decomposition, model_fit_table
2 changes: 1 addition & 1 deletion docs/book/content/api/pensions.rst
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Expand Up @@ -13,4 +13,4 @@ ogcore.pensions
NDC_amount, PS_amount, deriv_theta, deriv_NDC, deriv_DB, deriv_PS,
delta_point, g_ndc, g_dir, delta_ret, deriv_DB_loop, deriv_PS_loop,
deriv_NDC_loop, delta_ret_loop, PS_1dim_loop, PS_2dim_loop, DB_1dim_loop,
DB_2dim_loop, NDC_1dim_loop, NDC_2dim_loop
DB_2dim_loop, DB_3dim_loop, NDC_1dim_loop, NDC_2dim_loop
3 changes: 3 additions & 0 deletions docs/book/content/api/public_api.rst
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Expand Up @@ -12,6 +12,7 @@ There is also a link to the source code for each documented member.
:maxdepth: 1

aggregates
config
demographics
elliptical_u_est
execute
Expand All @@ -25,6 +26,8 @@ There is also a link to the source code for each documented member.
parameters
pensions
solvers
SS
tax
TPI
txfunc
utils
2 changes: 1 addition & 1 deletion docs/book/content/api/solvers.rst
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Expand Up @@ -14,4 +14,4 @@ ogcore.solvers
:members: update, reset

.. automodule:: ogcore.solvers
:members: make_outer_updater, pack_outer_vars, unpack_outer_vars
:members: make_outer_updater, pack_outer_vars, unpack_outer_vars, diagnose_stall
2 changes: 1 addition & 1 deletion docs/book/content/api/tax.rst
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Expand Up @@ -11,4 +11,4 @@ ogcore.tax
.. automodule:: ogcore.tax
:members: ETR_wealth, MTR_wealth, ETR_income,
MTR_income, get_biz_tax, net_taxes, income_tax_liab,
wealth_tax_liab, bequest_tax_liab
wealth_tax_liab, bequest_tax_liab, cons_tax_liab
2 changes: 1 addition & 1 deletion docs/book/content/api/txfunc.rst
Original file line number Diff line number Diff line change
Expand Up @@ -11,4 +11,4 @@ ogcore.txfunc
.. automodule:: ogcore.txfunc
:members: get_tax_rates, wsumsq, find_outliers, replace_outliers,
txfunc_est, tax_data_sample, tax_func_loop, tax_func_estimate,
monotone_spline
avg_by_bin_multd, monotone_spline
4 changes: 2 additions & 2 deletions docs/book/content/api/utils.rst
Original file line number Diff line number Diff line change
Expand Up @@ -21,5 +21,5 @@ ogcore.utils
pickle_file_compare, comp_array, comp_scalar, dict_compare,
to_timepath_shape, get_initial_path, safe_read_pickle, rate_conversion,
save_return_table, print_progress, fetch_files_from_web, not_connected,
avg_by_bin, extrapolate_arrays, get_legacy_session, shift_bio_clock,
unstationarize_vars, params_to_json
avg_by_bin, extrapolate_array, extrapolate_nested_list, get_legacy_session,
shift_bio_clock, unstationarize_vars, params_to_json, json_to_dict
2 changes: 1 addition & 1 deletion ogcore/__init__.py
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Expand Up @@ -21,4 +21,4 @@
from ogcore.txfunc import * # noqa: F403
from ogcore.utils import * # noqa: F403

__version__ = "0.19.0"
__version__ = "0.19.1"
2 changes: 1 addition & 1 deletion pyproject.toml
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Expand Up @@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"

[project]
name = "ogcore"
version = "0.19.0"
version = "0.19.1"
authors = [
{name = "Jason DeBacker and Richard W. Evans"},
]
Expand Down