Changelog

All notable changes to this project will be documented in this file. Dates are displayed in UTC.

Generated by auto-changelog.

v0.7.0

25 March 2021

  • Updated lock files and test files. a829a39

  • Bulk changes with src path layout matching docs. e852505

  • Bulk update to fix active life models. 401e95d

  • Added click as dependency and updated pyproject.toml file. 1407ffc

  • Refactored layout of extracts and outputs into separate files for active/disabled lives. c51502f

  • Updates to assumptions and documentation. b3ff50b

  • Active and disabled lives model now works. c9304c6

  • Fixed assumption in docs and split input and output into separate sections. 6b40e8e

  • Update to docs with latest iteration. bae0a21

  • Updated docs for disabled policy models. b4b4645

  • Refactored test layout. efe7238

  • Moved sphinx from ^3.5 to ^3.4 due to frozen instance error. f114ffc

  • Update to disabled lives interest rate docstring. 440fba5

  • Removed extension from conf.py 7e67d7c

  • Trigger github action. 8af068a

  • Empty commit 6410220

v0.6.0

26 February 2021

  • Updates to test and changed claim_cost_model to be represented as dict. 851fe96

  • Refactoring of disabled policy models and extract model and updates to test. 439ced8

  • Updates to active_deterministic_base and riders excluding rop. c49916f

  • Refactoring active deterministic rop and black change to base. 18c9709

  • Update to changelog. 89ce093

  • Added badges to README.md and added tests to github actions. 19ee067

  • Specified kernel for notebooks. eb1d607

  • Updated model_tools to actuarial_tools with update to footings. a61666c

  • Fix to gh-pages action. b9884b2

  • Release v0.6.0 330b332

  • Removed create shell from gh-page action. eac5c68

  • Change to gh-pages action. cfca548

  • setup virtrualenv.in-project to true. 55a73dc

  • Check kernels gh-pages. 4676990

  • View virtualenvs with gh-pages. 51ebd0d

  • Install with pip vs pipx for gh-pages action. c58098a

  • Removed default bash from gh-pages action. be7eada

  • Removed claim start date from rop test and docs. 6f85b25

  • Added –user flag to ipykernel set-up. 8241322

  • Updated date license. 9f39a03

  • Remove excel files from test. 2da81c6

v0.6.0-rc.0

8 February 2021

  • Update to policy model test. 3c50fac

  • Moved to footings v0.9.0 and reconfigured test to be json. b49aa97

  • Updated dlr policy models to Val and Proj models with child models for riders. 1d5c1b8

  • Bulk update with working models, test, and documentation. c0a29e3

  • Bulk updates on extract models. df123c2

  • Removed stochastic model test and added tolerance to active base. b1bc0ea

  • Pulled COVERAGE_ID into disabled policy models and updated test output. ca6064b

  • Updated ROP models. 6d740b7

  • Removed util models for generating extracts. 5596c0b

  • Chnaged model names to new standard. 440721e

  • Changed PM to PMD to distinguish it as a determinictic. 06066b8

  • Refactoring of active lives rider extract. 3efad13

  • Working refactoring of disabled lives extract model using ray. a64a57b

  • Transition to using poetry. 6bc74f2

  • Poetry lock file and updated toml. 14ebcfb

  • Bulk update moving to latest footings version. 283ed2a

  • Active lives policy models updated. 4255220

  • Updated to documentation for acitve lives policy models. 26516b1

  • Changes do to isort. ae28fa3

  • Working model with footings v0.9.0. 321b50d

  • Nested model directory. 598d094

  • Renamed population_models to extract_models. 4a690a3

  • Attempt to use conda-lock files to replciate envrionment. c0a7f46

  • Minimized conda environment file. 4360293

  • Update environment file. 8cd83d3

  • Renamed files and folders from dlr_ to disabled_ and alr_ to active. 1bef073

  • precommit changes. 7085505

  • Added main workflow action. ed4fcca

  • Disabled lives policy models updated. 08a8a97

  • Updated doc python version to 3.9 and removed disabled stochastic. 63434f7

  • Refactored get_ctr_table. 238e640

  • Update to main github action. 9bc0415

  • Update to noxfile. 6204d8e

  • Update to docs. 5af5f5c

  • Commented out ray from model test. f1df629

  • Change to configuration of readthedocs. e6904eb

  • Updated MOD_VERSION and GIT_VERSION source from versioneer. baf04df

  • Update to pre-commit config and main action. b2d8aa9

  • Updated environment name. c1b3cfc

  • Update to generate models. 3419d57

  • Updated active lives base extract coverage ids for riders and added gross premium frequency. 265b741

  • Update to githu actions. 94e209c

  • Fixed termination dt for LIFE policies. 163ba40

  • Set black version and changed env to with on the create and publish action. 78760bc

  • Added html theme options for search bar and github url. 3c06d8a

  • Updated formats to only be epub and pdf. 9910f0a

  • Updated to extract riders schema shortened FREQUENCY to FREQ and PERCENTAGE to PERCENT dac245b

  • Moved placement of round. 3e39e0d

  • Removed myst-nb cache and updated index.rst under models. d3d3de7

  • Removed devd to dev. 393095a

  • Pinned pandas version 1.1.5 due to rounding error in 1.2. 8e94819

  • Added verbage flag to pytest. 6327f85

  • Moved version to 3.8 for readthedocs. 0df5a54

  • Specifiec updated footings version. 2c7e52f

  • Need to update CTR to FINAL_CTR in test and output columns. 5166c77

  • Added nox to conda environment file. b6bc6a2

  • Removed fail on warning from readthedocs config. 2e1153d

  • Removed footings-idi-model from conda environment. f5120fd

v0.5.0

21 November 2020

  • Updates to ctr assumption files. c218d52

  • Bulk documenation update using myst_nb. b77e21e

  • Major update to doc configuration. c0071a0

  • Major refactoring to idi_model. b10b803

  • Moved generate policy extract to under utils using new footings api. a27a550

  • Updates to docs. 00e6031

  • Removal of functions module. 9715ada

  • Updates to alr and rop deterministic policy models. 13628ff

  • Reconfigured lapse and mortality to be just withdraw to be more generic. 4ef1c31

  • Removeal of disable lives file under functions. e4caba9

  • Updates to get test working. 9882bbf

  • Updates to documentation and noxfile.py 2a40db6

  • Bulk update on new standard. 9b6b4ec

  • Updates to active and disables lives model. d5f7634

  • Added first pass of a dlr stochastic model. 1343f80

  • Refactored DLRStochastic model to inherit most items from DLRDeterministic. c3653b6

  • ALR incidence rate functions for stat/gaap. 0432f64

  • Updated DLR deterministic using new framework. 51440e9

  • Updates to docs for dlr_stochastic_model. 62337fa

  • Turned object types in dataframes to categorical. 9ad197b

  • Added option to run stochastic to disabled_lives_model. bf12814

  • Updates to docs. 11c277d

  • Moved stat/gaap ctr function and other dlr additions. 962e812

  • Need to update CTR to FINAL_CTR in test and output columns. 469209e

  • Moved more attributes to stand alone attributes file. c4f5b0a

  • Updates to rider extract, run_policy_per_model_record, and added coverage_id to dispatch_model. ef115d6

  • General updates to models to improve test. 2a4aba7

  • Moved from one environment file to two. b3142fa

  • Filtered mortality table to specific gender. d038ad5

  • With readthedocs specify conda environement. 2e300dc

  • Updated schemas to remove need for categories and corrected descriptions. 2fb18c4

  • Update to init files. 9028d55

  • Black changes to attributes. ae40968

  • Added interest and ctr modifier to dlr deterministic usage. 29bee62

  • Removed all from dlr_deterministic.py ec05634

  • Added generate model parameters to attributes. 962ca6f

  • Black formatting changes. 1e61259

  • Updated nox docs to remove some directories generated with myst_nb. 695e4f6

  • Updated table_nm to table_name. 2df2db8

  • Made idi occupation class a string for both extracts and fixed disgnosis group name VERY_HIGH. 482a4d6

  • Removed mode from get_withdraw_rates. 2e351f3

  • Renamed CTR to FINAL_CTR and updated tools to be model_tools. 3c7aa5e

  • Added myst_nb directories to ignore and audit files produced from notebooks. cd335a5

  • Updated envrionment-dev file. 754b981

  • Update to environment dev file. b83e96a

  • Updated CTR to be FINAL_CTR. 56f60d7

  • Removal of BENEFIT_END_ID from active lives schema. b74c24b

  • Update to nox file. 3ccefa8

  • Updated conf.py to use doc_tools. aa88cc1

  • Added necessary np import. 45b596b

  • Removed audit files from docs as they will be generated each time docs are produced. 64e3836

  • Added aduit files. 3fd81f0

  • Update to test files. 340e571

  • Moved extract to be under population_models test directory. a0bf0cd

  • Moved test to specific policy or population folders. 3f0e87f

v0.4.0

14 August 2020

  • Added tests for active and disabled lives population models. d047430

  • Added rop_deterministic_model under policy active_lives. c7b296c

  • Added capability to model ROP for active lives. f45e8de

  • Pulled gross premium and benefit end through respective functions and models. c441c2e

  • Added rop to alr_deterministic models. abb0215

  • Changed issue_dt to policy_start_dt and termination_dt to policy_end_dt. In addition, added gross_premium, premium_pay_to_dt, and benefit_end_id. 2b34615

  • Refactored dispatch model per precord to handle records. This was necessary to handle multiple extracts. 333cb12

  • Updated docs for rop_deterministic_model. d19c7f3

  • Removed some old non used functions from generate_policies. 3680bb8

  • Added rider extract schema and changed name of prior active lives extract schema. 4ca7f30

  • Added rop becords to active base samples and added a new extract for top benefits. 52f2117

  • Added test to test ROP rider for active lvies. 904cd06

  • Updated changelog. de0a3cf

  • Refactored active lives test to test against rop records. 687663f

  • Added environment.yml and updated noxfile.py. f37766a

  • Updated schema files. 0a7df95

  • Updates to documentation to handle ROP. 1a2fd84

  • Updated generate policies to account for new active life shemas. a4ff273

  • Removed COVERAGE_ID from disabled models. eaa87ab

  • Added coverage id to output of dlr_deterministic and alr_deterministic models. 739f39f

  • changed name of functions/dlr.py to functions/disabled_lives.py. c0276d6

  • Black updates. 4894e73

v0.3.0

28 July 2020

  • Added elim periods 360 and 720 to base table and made correcting changes to calcualate_ctr. 7cfe760

  • Removed non-needed test files. 86a7212

  • Added additional test data. 8dd4699

  • Changes to alr deterministic calc from testing. Changes to claim cost calc and frame creation. b3d4100

  • Updated changelog to read git history using auto-changelog. 0d8572e

  • Refactored calculate_dates within extract generator. 3ca4057

  • Updates to user_guide 7bc68c1

  • Added model version, last commit, and run date/time to output. d405919

  • Removal of some non needed code in ALR calculation. 38b34d8

  • Capped compounding cola at age 65. a42cb00

  • Updated changelog prior to moving to v0.2.2. d3a2932

  • Fix to COLA adjustment so first year duration is set to 1 and removed diagnosis modifier for AO only contracts. ea66628

  • Formating updates from black. 5a81f8b

  • Added changelog to noxfile. b04c7b8

  • Updated to changelog. ce719d2

  • Updates to changelog. 26e572e

  • Subtracted a day from termination date for both disabled and active lives. 0da479f

  • Updates to changelog. 6f54cf1

  • Black changes. d210ad7

  • Fix to generate policies for active lives. fed20d1

v0.2.1

13 July 2020

  • Updated arg_ to param_ for variables and added back net_benefit_method parameter. 34a0cf2

  • Updates user guide and noxifle.py f84a32f

  • Fix to errors for both monthly and life benefit period. c5195ef

  • formatting updates. 962314f

  • Fixed bug that was preventing policies with an elimination period less than 30 days from running. b5b5ef4

v0.2.0

12 July 2020

  • Added termination rates, modifiers, and margin. bfaa98f

  • Passing local model. ba814af

  • Added first pass documentation. b177127

  • Added incidence rates, modifiers, and margin. 804e245

  • Initial commit with layout and supporting files. 840eb97

  • Added mortality tables. a29987a

  • Renamed package to footings_idi_model. aed136d

  • Bulk changes with more documentation with move to footings v0.6.0. 898b0bb

  • Added lapse rates. 376ff63

  • Bulk model updates after move. 1f232a5

  • Added all to module for functions to export. 33d8e04

  • Updates to docs. 0ac0ee9

  • Updates to documentation. d016b83

  • Update to docs. 5814c9c

  • Changed create_argument to create_parameter. 48c0e5e

  • Update to docs and bumped required footings version. 22b873a

  • Miscellaneous updates. ae7bf53

  • Additional updates to readthedocs.yml. 6b604f9

  • Added .readthedocs.yml file. 22a7ff3

  • Changed readthedocs.yml file. 45de6d2

  • Fix to manifest file. 325d072

  • Added interest assumption. 6f18b55

  • Added nbsphinx to setup.cfg and remove acutary classifier. 19ad298

  • Updated .readthedocs.yml. 21cb7f2

v0.1.0

24 June 2020