def __init__(
self,
input_data,
tax_year,
reform,
assump,
growdiff_response, # =None in static analysis
aging_input_data,
exact_calculations):
"""
TaxCalcIO class constructor.
"""
# pylint: disable=too-many-arguments
# pylint: disable=too-many-locals
# pylint: disable=too-many-branches
# pylint: disable=too-many-statements
# check for existence of INPUT file
if isinstance(input_data, six.string_types):
# remove any leading directory path from INPUT filename
fname = os.path.basename(input_data)
# check if fname ends with ".csv"
if fname.endswith('.csv'):
inp = '{}-{}'.format(fname[:-4], str(tax_year)[2:])
else:
msg = 'INPUT file named {} does not end in .csv'
raise ValueError(msg.format(fname))
# check existence of INPUT file
if not os.path.isfile(input_data):
msg = 'INPUT file named {} could not be found'
raise ValueError(msg.format(input_data))
elif isinstance(input_data, pd.DataFrame):
inp = 'df-{}'.format(str(tax_year)[2:])
else:
msg = 'INPUT is neither string nor Pandas DataFrame'
raise ValueError(msg)
# construct output_filename and delete old output file if it exists
if reform is None:
self._reform = False
ref = ''
elif isinstance(reform, six.string_types):
self._reform = True
# remove any leading directory path from REFORM filename
fname = os.path.basename(reform)
# check if fname ends with ".json"
if fname.endswith('.json'):
ref = '-{}'.format(fname[:-5])
else:
msg = 'REFORM file named {} does not end in .json'
raise ValueError(msg.format(fname))
else:
msg = 'TaxCalcIO.ctor reform is neither None nor str'
raise ValueError(msg)
if assump is None:
asm = ''
elif isinstance(assump, six.string_types):
# remove any leading directory path from ASSUMP filename
fname = os.path.basename(assump)
# check if fname ends with ".json"
if fname.endswith('.json'):
asm = '-{}'.format(fname[:-5])
else:
msg = 'ASSUMP file named {} does not end in .json'
raise ValueError(msg.format(fname))
else:
msg = 'TaxCalcIO.ctor assump is neither None nor str'
raise ValueError(msg)
self._output_filename = '{}{}{}.csv'.format(inp, ref, asm)
delete_file(self._output_filename)
# get parameter dictionaries from --reform and --assump files
param_dict = Calculator.read_json_param_files(reform, assump)
# make sure no behavioral response is specified in --assump
beh = Behavior()
beh.update_behavior(param_dict['behavior'])
if beh.has_any_response():
msg = '--assump ASSUMP cannot assume any "behavior"'
raise ValueError(msg)
# make sure no growdiff_response is specified in --assump
gdiff_response = Growdiff()
gdiff_response.update_growdiff(param_dict['growdiff_response'])
if gdiff_response.has_any_response():
msg = '--assump ASSUMP cannot assume any "growdiff_response"'
raise ValueError(msg)
# create gdiff_baseline object
gdiff_baseline = Growdiff()
gdiff_baseline.update_growdiff(param_dict['growdiff_baseline'])
# create Growfactors clp object that incorporates gdiff_baseline
gfactors_clp = Growfactors()
gdiff_baseline.apply_to(gfactors_clp)
# specify gdiff_response object
if growdiff_response is None:
gdiff_response = Growdiff()
elif isinstance(growdiff_response, Growdiff):
gdiff_response = growdiff_response
else:
msg = 'TaxCalcIO.ctor growdiff_response is neither None nor {}'
raise ValueError(msg.format('a Growdiff object'))
# create Growfactors ref object that has both gdiff objects applied
gfactors_ref = Growfactors()
gdiff_baseline.apply_to(gfactors_ref)
gdiff_response.apply_to(gfactors_ref)
# create Policy object and implement reform if specified
if self._reform:
pol = Policy(gfactors=gfactors_ref)
pol.implement_reform(param_dict['policy'])
clp = Policy(gfactors=gfactors_clp)
else:
pol = Policy(gfactors=gfactors_clp)
# check for valid tax_year value
if tax_year < pol.start_year:
msg = 'tax_year {} less than policy.start_year {}'
raise ValueError(msg.format(tax_year, pol.start_year))
if tax_year > pol.end_year:
msg = 'tax_year {} greater than policy.end_year {}'
raise ValueError(msg.format(tax_year, pol.end_year))
# set policy to tax_year
pol.set_year(tax_year)
if self._reform:
clp.set_year(tax_year)
# read input file contents into Records object(s)
if aging_input_data:
if self._reform:
recs = Records(data=input_data,
gfactors=gfactors_ref,
exact_calculations=exact_calculations)
recs_clp = Records(data=input_data,
gfactors=gfactors_clp,
exact_calculations=exact_calculations)
else:
recs = Records(data=input_data,
gfactors=gfactors_clp,
exact_calculations=exact_calculations)
else: # input_data are raw data that are not being aged
recs = Records(data=input_data,
exact_calculations=exact_calculations,
gfactors=None,
adjust_ratios=None,
weights=None,
start_year=tax_year)
if self._reform:
recs_clp = copy.deepcopy(recs)
# create Calculator object(s)
con = Consumption()
con.update_consumption(param_dict['consumption'])
self._calc = Calculator(policy=pol,
records=recs,
verbose=True,
consumption=con,
sync_years=aging_input_data)
if self._reform:
self._calc_clp = Calculator(policy=clp,
records=recs_clp,
verbose=False,
consumption=con,
sync_years=aging_input_data)
def init(self, input_data, tax_year, reform, assump,
growdiff_response,
aging_input_data, exact_calculations):
"""
TaxCalcIO class post-constructor method that completes initialization.
Parameters
----------
First four parameters are same as for TaxCalcIO constructor:
input_data, tax_year, reform, assump.
growdiff_response: Growdiff object or None
growdiff_response Growdiff object is used only by the
TaxCalcIO.growmodel_analysis method;
must be None in all other cases.
aging_input_data: boolean
whether or not to extrapolate Records data from data year to
tax_year.
exact_calculations: boolean
specifies whether or not exact tax calculations are done without
any smoothing of "stair-step" provisions in the tax law.
"""
# pylint: disable=too-many-arguments,too-many-locals
# pylint: disable=too-many-statements,too-many-branches
self.errmsg = ''
# get parameter dictionaries from --reform and --assump files
param_dict = Calculator.read_json_param_files(reform, assump)
# create Behavior object
beh = Behavior()
beh.update_behavior(param_dict['behavior'])
self.behavior_has_any_response = beh.has_any_response()
# create gdiff_baseline object
gdiff_baseline = Growdiff()
gdiff_baseline.update_growdiff(param_dict['growdiff_baseline'])
# create Growfactors clp object that incorporates gdiff_baseline
gfactors_clp = Growfactors()
gdiff_baseline.apply_to(gfactors_clp)
# specify gdiff_response object
if growdiff_response is None:
gdiff_response = Growdiff()
gdiff_response.update_growdiff(param_dict['growdiff_response'])
elif isinstance(growdiff_response, Growdiff):
gdiff_response = growdiff_response
else:
gdiff_response = None
msg = 'TaxCalcIO.more_init: growdiff_response is neither None '
msg += 'nor a Growdiff object'
self.errmsg += 'ERROR: {}\n'.format(msg)
if gdiff_response is not None:
some_gdiff_response = gdiff_response.has_any_response()
if self.behavior_has_any_response and some_gdiff_response:
msg = 'ASSUMP file cannot specify any "behavior" when using '
msg += 'GrowModel or when ASSUMP file has "growdiff_response"'
self.errmsg += 'ERROR: {}\n'.format(msg)
# create Growfactors ref object that has both gdiff objects applied
gfactors_ref = Growfactors()
gdiff_baseline.apply_to(gfactors_ref)
if gdiff_response is not None:
gdiff_response.apply_to(gfactors_ref)
# create Policy objects
if self.specified_reform:
pol = Policy(gfactors=gfactors_ref)
pol.implement_reform(param_dict['policy'])
else:
pol = Policy(gfactors=gfactors_clp)
clp = Policy(gfactors=gfactors_clp)
# check for valid tax_year value
if tax_year < pol.start_year:
msg = 'tax_year {} less than policy.start_year {}'
msg = msg.format(tax_year, pol.start_year)
self.errmsg += 'ERROR: {}\n'.format(msg)
if tax_year > pol.end_year:
msg = 'tax_year {} greater than policy.end_year {}'
msg = msg.format(tax_year, pol.end_year)
self.errmsg += 'ERROR: {}\n'.format(msg)
if len(self.errmsg) > 0:
return # invalid tax_year value would cause Policy.set_year error
# set policy to tax_year
pol.set_year(tax_year)
clp.set_year(tax_year)
# read input file contents into Records objects
if aging_input_data:
recs = Records(data=input_data,
gfactors=gfactors_ref,
exact_calculations=exact_calculations)
recs_clp = Records(data=input_data,
gfactors=gfactors_clp,
exact_calculations=exact_calculations)
else: # input_data are raw data that are not being aged
recs = Records(data=input_data,
exact_calculations=exact_calculations,
gfactors=None,
adjust_ratios=None,
weights=None,
start_year=tax_year)
recs_clp = copy.deepcopy(recs)
# create Calculator objects
con = Consumption()
con.update_consumption(param_dict['consumption'])
self.calc = Calculator(policy=pol, records=recs,
verbose=True,
consumption=con,
behavior=beh,
sync_years=aging_input_data)
self.calc_clp = Calculator(policy=clp, records=recs_clp,
verbose=False,
consumption=con,
sync_years=aging_input_data)
