def test_round_trip_tcja_reform(tests_path):
"""
Check that current-law policy has the same policy parameter values in
a future year as does a compound reform that first implements the
reform specified in the 2017_law.json file and then implements the
reform specified in the TCJA.json file. This test checks that the
future-year parameter values for current-law policy (which incorporates
TCJA) are the same as future-year parameter values for the compound
round-trip reform. Doing this check ensures that the 2017_law.json
and TCJA.json reform files are specified in a consistent manner.
"""
# pylint: disable=too-many-locals
fyear = 2020
# create clp metadata dictionary for current-law policy in fyear
pol = Policy()
pol.set_year(fyear)
clp_mdata = pol.metadata()
# create rtr metadata dictionary for round-trip reform in fyear
pol = Policy()
reform_file = os.path.join(tests_path, '..', 'reforms', '2017_law.json')
with open(reform_file, 'r') as rfile:
rtext = rfile.read()
pol.implement_reform(Policy.read_json_reform(rtext))
# eventually activate: assert not clp.parameter_warnings
ctc_c_warning = 'CTC_c was redefined in release 1.0.0\n'
assert pol.parameter_warnings == ctc_c_warning
assert not pol.parameter_errors
reform_file = os.path.join(tests_path, '..', 'reforms', 'TCJA.json')
with open(reform_file, 'r') as rfile:
rtext = rfile.read()
pol.implement_reform(Policy.read_json_reform(rtext))
# eventually activate: assert not clp.parameter_warnings
assert pol.parameter_warnings == ctc_c_warning
assert not pol.parameter_errors
pol.set_year(fyear)
rtr_mdata = pol.metadata()
# compare fyear policy parameter values
assert clp_mdata.keys() == rtr_mdata.keys()
fail_dump = False
if fail_dump:
rtr_fails = open('fails_rtr', 'w')
clp_fails = open('fails_clp', 'w')
fail_params = list()
msg = '\nRound-trip-reform and current-law-policy param values differ for:'
for pname in clp_mdata.keys():
rtr_val = rtr_mdata[pname]['value']
clp_val = clp_mdata[pname]['value']
if not np.allclose(rtr_val, clp_val):
fail_params.append(pname)
msg += '\n {} in {} : rtr={} clp={}'.format(
pname, fyear, rtr_val, clp_val
)
if fail_dump:
rtr_fails.write('{} {} {}\n'.format(pname, fyear, rtr_val))
clp_fails.write('{} {} {}\n'.format(pname, fyear, clp_val))
if fail_dump:
rtr_fails.close()
clp_fails.close()
if fail_params:
raise ValueError(msg)
def test_round_trip_tcja_reform(tests_path):
"""
Check that current-law policy has the same policy parameter values in
a future year as does a compound reform that first implements the
reform specified in the 2017_law.json file and then implements the
reform specified in the TCJA.json file. This test checks that the
future-year parameter values for current-law policy (which incorporates
TCJA) are the same as future-year parameter values for the compound
round-trip reform. Doing this check ensures that the 2017_law.json
and TCJA.json reform files are specified in a consistent manner.
"""
# pylint: disable=too-many-locals
fyear = 2020
# create clp metadata dictionary for current-law policy in fyear
pol = Policy()
pol.set_year(fyear)
clp_mdata = pol.metadata()
# create rtr metadata dictionary for round-trip reform in fyear
pol = Policy()
reform_file = os.path.join(tests_path, '..', 'reforms', '2017_law.json')
with open(reform_file, 'r') as rfile:
rtext = rfile.read()
pol.implement_reform(Policy.read_json_reform(rtext))
# eventually activate: assert not clp.parameter_warnings
ctc_c_warning = 'CTC_c was redefined in release 1.0.0\n'
assert pol.parameter_warnings == ctc_c_warning
assert not pol.parameter_errors
reform_file = os.path.join(tests_path, '..', 'reforms', 'TCJA.json')
with open(reform_file, 'r') as rfile:
rtext = rfile.read()
pol.implement_reform(Policy.read_json_reform(rtext))
# eventually activate: assert not clp.parameter_warnings
assert pol.parameter_warnings == ctc_c_warning
assert not pol.parameter_errors
pol.set_year(fyear)
rtr_mdata = pol.metadata()
# compare fyear policy parameter values
assert clp_mdata.keys() == rtr_mdata.keys()
fail_dump = False
if fail_dump:
rtr_fails = open('fails_rtr', 'w')
clp_fails = open('fails_clp', 'w')
fail_params = list()
msg = '\nRound-trip-reform and current-law-policy param values differ for:'
for pname in clp_mdata.keys():
rtr_val = rtr_mdata[pname]['value']
clp_val = clp_mdata[pname]['value']
if not np.allclose(rtr_val, clp_val):
fail_params.append(pname)
msg += '\n {} in {} : rtr={} clp={}'.format(
pname, fyear, rtr_val, clp_val)
if fail_dump:
rtr_fails.write('{} {} {}\n'.format(pname, fyear, rtr_val))
clp_fails.write('{} {} {}\n'.format(pname, fyear, clp_val))
if fail_dump:
rtr_fails.close()
clp_fails.close()
if fail_params:
raise ValueError(msg)
def test_2017_law_reform(tests_path):
"""
Check that policy parameter values in a future year under current-law
policy and under the reform specified in the 2017_law.json file are
sensible.
"""
# create pre metadata dictionary for 2017_law.json reform in fyear
pol = Policy()
reform_file = os.path.join(tests_path, '..', 'reforms', '2017_law.json')
with open(reform_file, 'r') as rfile:
rtext = rfile.read()
reform = Calculator.read_json_param_objects(rtext, None)
pol.implement_reform(reform['policy'])
# eventually activate: assert not clp.parameter_warnings
ctc_c_warning = 'CTC_c was redefined in release 1.0.0\n'
assert pol.parameter_warnings == ctc_c_warning
assert not pol.parameter_errors
pol.set_year(2018)
pre_mdata = pol.metadata()
# check some policy parameter values against expected values under 2017 law
pre_expect = {
# relation '<' implies asserting that actual < expect
# relation '>' implies asserting that actual > expect
# ... parameters not affected by TCJA and that are not indexed
'AMEDT_ec': {'relation': '=', 'value': 200000},
'SS_thd85': {'relation': '=', 'value': 34000},
# ... parameters not affected by TCJA and that are indexed
'STD_Dep': {'relation': '>', 'value': 1050},
'CG_brk2': {'relation': '>', 'value': 425800},
'AMT_CG_brk1': {'relation': '>', 'value': 38600},
'AMT_brk1': {'relation': '>', 'value': 191100},
'EITC_c': {'relation': '>', 'value': 519},
'EITC_ps': {'relation': '>', 'value': 8490},
'EITC_ps_MarriedJ': {'relation': '>', 'value': 5680},
'EITC_InvestIncome_c': {'relation': '>', 'value': 3500},
# ... parameters affected by TCJA and that are not indexed
'ID_Charity_crt_all': {'relation': '=', 'value': 0.5},
'II_rt3': {'relation': '=', 'value': 0.25},
# ... parameters affected by TCJA and that are indexed
'II_brk3': {'relation': '>', 'value': 91900},
'STD': {'relation': '<', 'value': 7000},
'II_em': {'relation': '>', 'value': 4050},
'AMT_em_pe': {'relation': '<', 'value': 260000}
}
assert isinstance(pre_expect, dict)
assert set(pre_expect.keys()).issubset(set(pre_mdata.keys()))
for name in pre_expect:
aval = pre_mdata[name]['value']
if isinstance(aval, list):
act = aval[0] # comparing only first item in a vector parameter
else:
act = aval
exp = pre_expect[name]['value']
if pre_expect[name]['relation'] == '<':
assert act < exp, '{} a={} !< e={}'.format(name, act, exp)
elif pre_expect[name]['relation'] == '>':
assert act > exp, '{} a={} !> e={}'.format(name, act, exp)
elif pre_expect[name]['relation'] == '=':
assert act == exp, '{} a={} != e={}'.format(name, act, exp)
def get_defaults(start_year, **kwargs):
pol = Policy()
pol.set_year(start_year)
pol_mdata = pol.metadata()
# serialize taxcalc params
seri = {}
for param, data in pol_mdata.items():
seri[param] = dict(data, **{"value": np.array(data["value"]).tolist()})
return {"policy": seri, "behavior": BEHV_PARAMS}
def test_policy_metadata():
"""
Test that metadata() method returns expected dictionary.
"""
clp = Policy()
mdata = clp.metadata()
assert isinstance(mdata['STD']['value'], list)
assert np.allclose(mdata['STD']['value'], [6100, 12200, 6100, 8950, 12200])
assert isinstance(mdata['CDCC_ps']['value'], float)
assert mdata['CDCC_ps']['value'] == 15000
dump = False
if dump:
print(mdata)
assert 1 == 2
def test_policy_metadata():
"""
Test that metadata() method returns expected dictionary.
"""
clp = Policy()
mdata = clp.metadata()
assert isinstance(mdata['STD']['value'], list)
assert np.allclose(mdata['STD']['value'],
[6100, 12200, 6100, 8950, 12200])
assert isinstance(mdata['CDCC_ps']['value'], float)
assert mdata['CDCC_ps']['value'] == 15000
dump = False
if dump:
print(mdata)
assert 1 == 2
def test_policy_metadata():
clp = Policy()
mdata = clp.metadata()
assert mdata['_CDCC_ps']['value'] == [15000]
def fixture_allparams():
"""
Return metadata for current-law policy parameters.
"""
clp = Policy()
return clp.metadata()
def test_2017_law_reform(tests_path):
"""
Check that policy parameter values in a future year under current-law
policy and under the reform specified in the 2017_law.json file are
sensible.
"""
# create pre metadata dictionary for 2017_law.json reform in fyear
pol = Policy()
reform_file = os.path.join(tests_path, '..', 'reforms', '2017_law.json')
with open(reform_file, 'r') as rfile:
rtext = rfile.read()
pol.implement_reform(Policy.read_json_reform(rtext))
# eventually activate: assert not clp.parameter_warnings
ctc_c_warning = 'CTC_c was redefined in release 1.0.0\n'
assert pol.parameter_warnings == ctc_c_warning
assert not pol.parameter_errors
pol.set_year(2018)
pre_mdata = pol.metadata()
# check some policy parameter values against expected values under 2017 law
pre_expect = {
# relation '<' implies asserting that actual < expect
# relation '>' implies asserting that actual > expect
# ... parameters not affected by TCJA and that are not indexed
'AMEDT_ec': {
'relation': '=',
'value': 200000
},
'SS_thd85': {
'relation': '=',
'value': 34000
},
# ... parameters not affected by TCJA and that are indexed
'STD_Dep': {
'relation': '>',
'value': 1050
},
'CG_brk2': {
'relation': '>',
'value': 425800
},
'AMT_CG_brk1': {
'relation': '>',
'value': 38600
},
'AMT_brk1': {
'relation': '>',
'value': 191100
},
'EITC_c': {
'relation': '>',
'value': 519
},
'EITC_ps': {
'relation': '>',
'value': 8490
},
'EITC_ps_MarriedJ': {
'relation': '>',
'value': 5680
},
'EITC_InvestIncome_c': {
'relation': '>',
'value': 3500
},
# ... parameters affected by TCJA and that are not indexed
'ID_Charity_crt_all': {
'relation': '=',
'value': 0.5
},
'II_rt3': {
'relation': '=',
'value': 0.25
},
# ... parameters affected by TCJA and that are indexed
'II_brk3': {
'relation': '>',
'value': 91900
},
'STD': {
'relation': '<',
'value': 7000
},
'II_em': {
'relation': '>',
'value': 4050
},
'AMT_em_pe': {
'relation': '<',
'value': 260000
}
}
assert isinstance(pre_expect, dict)
assert set(pre_expect.keys()).issubset(set(pre_mdata.keys()))
for name in pre_expect:
aval = pre_mdata[name]['value']
if isinstance(aval, list):
act = aval[0] # comparing only first item in a vector parameter
else:
act = aval
exp = pre_expect[name]['value']
if pre_expect[name]['relation'] == '<':
assert act < exp, '{} a={} !< e={}'.format(name, act, exp)
elif pre_expect[name]['relation'] == '>':
assert act > exp, '{} a={} !> e={}'.format(name, act, exp)
elif pre_expect[name]['relation'] == '=':
assert act == exp, '{} a={} != e={}'.format(name, act, exp)
