PolicyEngine / PolicyEngine/policyengine-app-v2

UAT: US Household (PR #556)

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#560 3 comments 0 reactions 1 assignee View on GitHub

@AnushkaNilangekar is already working on this.

Since Jan 9, 2026.

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Description

Parent issue: #557 (see setup instructions there)

Test the Report Builder flow for US with Household populations.

Test scenarios

Test each scenario using both Card view and Row view:

  • Create a report with a new household population
  • Create a report using an existing/saved household
  • Build a household with multiple people
  • Assign variables to specific entities (tax units, SPM units)
  • Select/create a policy and add to simulation
  • Complete full report creation flow
  • Verify simulation canvas updates correctly

View mode comparison

After testing both views, provide feedback:

  • Which view (Card or Row) felt more intuitive?
  • Any issues specific to one view?
  • Preference and why?

Questions to answer

  • Is household creation intuitive within the flow?
  • Are entity assignments (tax units, SPM units) clear?
  • Any bugs, glitches, or confusing UI elements?

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Assessment

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