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.
a829a39Bulk changes with src path layout matching docs.
e852505Bulk update to fix active life models.
401e95dAdded click as dependency and updated pyproject.toml file.
1407ffcRefactored layout of extracts and outputs into separate files for active/disabled lives.
c51502fUpdates to assumptions and documentation.
b3ff50bActive and disabled lives model now works.
c9304c6Fixed assumption in docs and split input and output into separate sections.
6b40e8eUpdate to docs with latest iteration.
bae0a21Updated docs for disabled policy models.
b4b4645Refactored test layout.
efe7238Moved sphinx from ^3.5 to ^3.4 due to frozen instance error.
f114ffcUpdate to disabled lives interest rate docstring.
440fba5Removed extension from conf.py
7e67d7cTrigger github action.
8af068aEmpty commit
6410220
v0.6.0¶
26 February 2021
Updates to test and changed claim_cost_model to be represented as dict.
851fe96Refactoring of disabled policy models and extract model and updates to test.
439ced8Updates to active_deterministic_base and riders excluding rop.
c49916fRefactoring active deterministic rop and black change to base.
18c9709Update to changelog.
89ce093Added badges to README.md and added tests to github actions.
19ee067Specified kernel for notebooks.
eb1d607Updated model_tools to actuarial_tools with update to footings.
a61666cFix to gh-pages action.
b9884b2Release v0.6.0
330b332Removed create shell from gh-page action.
eac5c68Change to gh-pages action.
cfca548setup virtrualenv.in-project to true.
55a73dcCheck kernels gh-pages.
4676990View virtualenvs with gh-pages.
51ebd0dInstall with pip vs pipx for gh-pages action.
c58098aRemoved default bash from gh-pages action.
be7eadaRemoved claim start date from rop test and docs.
6f85b25Added –user flag to ipykernel set-up.
8241322Updated date license.
9f39a03Remove excel files from test.
2da81c6
v0.6.0-rc.0¶
8 February 2021
Update to policy model test.
3c50facMoved to footings v0.9.0 and reconfigured test to be json.
b49aa97Updated dlr policy models to Val and Proj models with child models for riders.
1d5c1b8Bulk update with working models, test, and documentation.
c0a29e3Bulk updates on extract models.
df123c2Removed stochastic model test and added tolerance to active base.
b1bc0eaPulled COVERAGE_ID into disabled policy models and updated test output.
ca6064bUpdated ROP models.
6d740b7Removed util models for generating extracts.
5596c0bChnaged model names to new standard.
440721eChanged PM to PMD to distinguish it as a determinictic.
06066b8Refactoring of active lives rider extract.
3efad13Working refactoring of disabled lives extract model using ray.
a64a57bTransition to using poetry.
6bc74f2Poetry lock file and updated toml.
14ebcfbBulk update moving to latest footings version.
283ed2aActive lives policy models updated.
4255220Updated to documentation for acitve lives policy models.
26516b1Changes do to isort.
ae28fa3Working model with footings v0.9.0.
321b50dNested model directory.
598d094Renamed population_models to extract_models.
4a690a3Attempt to use conda-lock files to replciate envrionment.
c0a7f46Minimized conda environment file.
4360293Update environment file.
8cd83d3Renamed files and folders from dlr_ to disabled_ and alr_ to active.
1bef073precommit changes.
7085505Added main workflow action.
ed4fccaDisabled lives policy models updated.
08a8a97Updated doc python version to 3.9 and removed disabled stochastic.
63434f7Refactored get_ctr_table.
238e640Update to main github action.
9bc0415Update to noxfile.
6204d8eUpdate to docs.
5af5f5cCommented out ray from model test.
f1df629Change to configuration of readthedocs.
e6904ebUpdated MOD_VERSION and GIT_VERSION source from versioneer.
baf04dfUpdate to pre-commit config and main action.
b2d8aa9Updated environment name.
c1b3cfcUpdate to generate models.
3419d57Updated active lives base extract coverage ids for riders and added gross premium frequency.
265b741Update to githu actions.
94e209cFixed termination dt for LIFE policies.
163ba40Set black version and changed env to with on the create and publish action.
78760bcAdded html theme options for search bar and github url.
3c06d8aUpdated formats to only be epub and pdf.
9910f0aUpdated to extract riders schema shortened FREQUENCY to FREQ and PERCENTAGE to PERCENT
dac245bMoved placement of round.
3e39e0dRemoved myst-nb cache and updated index.rst under models.
d3d3de7Removed devd to dev.
393095aPinned pandas version 1.1.5 due to rounding error in 1.2.
8e94819Added verbage flag to pytest.
6327f85Moved version to 3.8 for readthedocs.
0df5a54Specifiec updated footings version.
2c7e52fNeed to update CTR to FINAL_CTR in test and output columns.
5166c77Added nox to conda environment file.
b6bc6a2Removed fail on warning from readthedocs config.
2e1153dRemoved footings-idi-model from conda environment.
f5120fd
v0.5.0¶
21 November 2020
Updates to ctr assumption files.
c218d52Bulk documenation update using myst_nb.
b77e21eMajor update to doc configuration.
c0071a0Major refactoring to idi_model.
b10b803Moved generate policy extract to under utils using new footings api.
a27a550Updates to docs.
00e6031Removal of functions module.
9715adaUpdates to alr and rop deterministic policy models.
13628ffReconfigured lapse and mortality to be just withdraw to be more generic.
4ef1c31Removeal of disable lives file under functions.
e4caba9Updates to get test working.
9882bbfUpdates to documentation and noxfile.py
2a40db6Bulk update on new standard.
9b6b4ecUpdates to active and disables lives model.
d5f7634Added first pass of a dlr stochastic model.
1343f80Refactored DLRStochastic model to inherit most items from DLRDeterministic.
c3653b6ALR incidence rate functions for stat/gaap.
0432f64Updated DLR deterministic using new framework.
51440e9Updates to docs for dlr_stochastic_model.
62337faTurned object types in dataframes to categorical.
9ad197bAdded option to run stochastic to disabled_lives_model.
bf12814Updates to docs.
11c277dMoved stat/gaap ctr function and other dlr additions.
962e812Need to update CTR to FINAL_CTR in test and output columns.
469209eMoved more attributes to stand alone attributes file.
c4f5b0aUpdates to rider extract, run_policy_per_model_record, and added coverage_id to dispatch_model.
ef115d6General updates to models to improve test.
2a4aba7Moved from one environment file to two.
b3142faFiltered mortality table to specific gender.
d038ad5With readthedocs specify conda environement.
2e300dcUpdated schemas to remove need for categories and corrected descriptions.
2fb18c4Update to init files.
9028d55Black changes to attributes.
ae40968Added interest and ctr modifier to dlr deterministic usage.
29bee62Removed all from dlr_deterministic.py
ec05634Added generate model parameters to attributes.
962ca6fBlack formatting changes.
1e61259Updated nox docs to remove some directories generated with myst_nb.
695e4f6Updated table_nm to table_name.
2df2db8Made idi occupation class a string for both extracts and fixed disgnosis group name VERY_HIGH.
482a4d6Removed mode from get_withdraw_rates.
2e351f3Renamed CTR to FINAL_CTR and updated tools to be model_tools.
3c7aa5eAdded myst_nb directories to ignore and audit files produced from notebooks.
cd335a5Updated envrionment-dev file.
754b981Update to environment dev file.
b83e96aUpdated CTR to be FINAL_CTR.
56f60d7Removal of BENEFIT_END_ID from active lives schema.
b74c24bUpdate to nox file.
3ccefa8Updated conf.py to use doc_tools.
aa88cc1Added necessary np import.
45b596bRemoved audit files from docs as they will be generated each time docs are produced.
64e3836Added aduit files.
3fd81f0Update to test files.
340e571Moved extract to be under population_models test directory.
a0bf0cdMoved test to specific policy or population folders.
3f0e87f
v0.4.0¶
14 August 2020
Added tests for active and disabled lives population models.
d047430Added rop_deterministic_model under policy active_lives.
c7b296cAdded capability to model ROP for active lives.
f45e8dePulled gross premium and benefit end through respective functions and models.
c441c2eAdded rop to alr_deterministic models.
abb0215Changed 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.
2b34615Refactored dispatch model per precord to handle records. This was necessary to handle multiple extracts.
333cb12Updated docs for rop_deterministic_model.
d19c7f3Removed some old non used functions from generate_policies.
3680bb8Added rider extract schema and changed name of prior active lives extract schema.
4ca7f30Added rop becords to active base samples and added a new extract for top benefits.
52f2117Added test to test ROP rider for active lvies.
904cd06Updated changelog.
de0a3cfRefactored active lives test to test against rop records.
687663fAdded environment.yml and updated noxfile.py.
f37766aUpdated schema files.
0a7df95Updates to documentation to handle ROP.
1a2fd84Updated generate policies to account for new active life shemas.
a4ff273Removed COVERAGE_ID from disabled models.
eaa87abAdded coverage id to output of dlr_deterministic and alr_deterministic models.
739f39fchanged name of functions/dlr.py to functions/disabled_lives.py.
c0276d6Black updates.
4894e73
v0.3.0¶
28 July 2020
Added elim periods 360 and 720 to base table and made correcting changes to calcualate_ctr.
7cfe760Removed non-needed test files.
86a7212Added additional test data.
8dd4699Changes to alr deterministic calc from testing. Changes to claim cost calc and frame creation.
b3d4100Updated changelog to read git history using auto-changelog.
0d8572eRefactored calculate_dates within extract generator.
3ca4057Updates to user_guide
7bc68c1Added model version, last commit, and run date/time to output.
d405919Removal of some non needed code in ALR calculation.
38b34d8Capped compounding cola at age 65.
a42cb00Updated changelog prior to moving to v0.2.2.
d3a2932Fix to COLA adjustment so first year duration is set to 1 and removed diagnosis modifier for AO only contracts.
ea66628Formating updates from black.
5a81f8bAdded changelog to noxfile.
b04c7b8Updated to changelog.
ce719d2Updates to changelog.
26e572eSubtracted a day from termination date for both disabled and active lives.
0da479fUpdates to changelog.
6f54cf1Black changes.
d210ad7Fix 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.
34a0cf2Updates user guide and noxifle.py
f84a32fFix to errors for both monthly and life benefit period.
c5195efformatting updates.
962314fFixed 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.
bfaa98fPassing local model.
ba814afAdded first pass documentation.
b177127Added incidence rates, modifiers, and margin.
804e245Initial commit with layout and supporting files.
840eb97Added mortality tables.
a29987aRenamed package to footings_idi_model.
aed136dBulk changes with more documentation with move to footings v0.6.0.
898b0bbAdded lapse rates.
376ff63Bulk model updates after move.
1f232a5Added all to module for functions to export.
33d8e04Updates to docs.
0ac0ee9Updates to documentation.
d016b83Update to docs.
5814c9cChanged create_argument to create_parameter.
48c0e5eUpdate to docs and bumped required footings version.
22b873aMiscellaneous updates.
ae7bf53Additional updates to readthedocs.yml.
6b604f9Added .readthedocs.yml file.
22a7ff3Changed readthedocs.yml file.
45de6d2Fix to manifest file.
325d072Added interest assumption.
6f18b55Added nbsphinx to setup.cfg and remove acutary classifier.
19ad298Updated .readthedocs.yml.
21cb7f2