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Export split partnership business income leaves#1169

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MaxGhenis merged 3 commits into
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codex/partnership-se-data-semantics
Jun 14, 2026
Merged

Export split partnership business income leaves#1169
MaxGhenis merged 3 commits into
mainfrom
codex/partnership-se-data-semantics

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Fixes #1168.

Stacked on PolicyEngine/policyengine-us#8614. The temporary policyengine-us branch pin should be replaced with the released version after #8614 merges and releases.

Summary

  • export partnership_income and s_corp_income leaves instead of the combined partnership_s_corp_income leaf
  • rename partnership_se_income to partnership_self_employment_net_earnings
  • drop stale stored partnership_s_corp_income aggregates during PUF cloning so policyengine-us computes the aggregate
  • synthesize the combined QBI exposure from the split leaves for PUF QBI backfill/repair paths
  • update long-run donor sanitization and docs for the new leaves

Tests

  • env -u UV_FROZEN uv run pytest tests/unit/calibration/test_calibration_puf_impute.py tests/unit/datasets/test_puf_qbi.py
  • env -u UV_FROZEN uv run pytest tests/unit/test_long_term_calibration_contract.py
  • env -u UV_FROZEN uv run ruff check policyengine_us_data/calibration/puf_impute.py policyengine_us_data/datasets/puf/puf.py policyengine_us_data/datasets/cps/long_term/run_household_projection.py policyengine_us_data/datasets/cps/long_term/prototype_synthetic_2100_support.py tests/unit/calibration/test_calibration_puf_impute.py tests/unit/datasets/test_puf_qbi.py tests/unit/test_long_term_calibration_contract.py

The branch pinned policyengine-us to a git ref of the partnership-se-semantics
branch, which the "PolicyEngine US freshness" gate rejects for production data
builds. The partnership/S-corp split (policyengine-us#8614) is now published in
PyPI policyengine-us 1.729.0, so pin to the release and refresh uv.lock.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@MaxGhenis MaxGhenis merged commit 17e44eb into main Jun 14, 2026
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Export split partnership and S-corp leaves for pass-through income

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