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Add SOI state AGI taxable interest facts#62

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MaxGhenis merged 1 commit into
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codex/taxable-interest-state-agi-20260623
Jun 23, 2026
Merged

Add SOI state AGI taxable interest facts#62
MaxGhenis merged 1 commit into
mainfrom
codex/taxable-interest-state-agi-20260623

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@MaxGhenis

@MaxGhenis MaxGhenis commented Jun 23, 2026

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Summary

  • emit SOI Historic Table 2 state-by-AGI taxable interest return-count and amount facts from existing N00300/A00300 columns
  • add explicit income_range: 500k_plus filters to the open-ended state AGI rows so consumers do not confuse them with all-income totals
  • update source-package fixture counts for the expanded measure surface
  • add a regression test for CA 200k-500k and 500k-plus taxable interest facts, geography, source columns, filters, and AGI constraints

Tests

  • uv run python -m pytest tests/test_arch_source_package.py::test_national_soi_source_package_aliases_validate_fixture_counts tests/test_arch_source_package.py::test_soi_historic_table_2_state_agi_package_builds_taxable_interest_facts -q
  • uv run ruff check tests/test_arch_source_package.py
  • uv run ruff format --check tests/test_arch_source_package.py
  • git diff --check

Companion Populace PR: PolicyEngine/populace#176

@MaxGhenis MaxGhenis force-pushed the codex/taxable-interest-state-agi-20260623 branch from 9dd7a4a to 394ed44 Compare June 23, 2026 18:52
@MaxGhenis MaxGhenis merged commit dd5f306 into main Jun 23, 2026
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@MaxGhenis MaxGhenis deleted the codex/taxable-interest-state-agi-20260623 branch June 23, 2026 18:56
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