def test_xtr_graph_plot(cps_subsample):
calc = Calculator(policy=Policy(),
records=Records.cps_constructor(data=cps_subsample),
behavior=Behavior())
mtr = 0.20 * np.ones_like(cps_subsample['e00200'])
vdf = calc.dataframe(['s006', 'MARS', 'c00100'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
gdata = mtr_graph_data(vdf,
calc.current_year,
mtr_measure='ptax',
income_measure='agi',
dollar_weighting=False)
gplot = xtr_graph_plot(gdata)
assert gplot
vdf = calc.dataframe(['s006', 'expanded_income'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
gdata = mtr_graph_data(vdf,
calc.current_year,
mtr_measure='itax',
alt_e00200p_text='Taxpayer Earnings',
income_measure='expanded_income',
dollar_weighting=False)
assert isinstance(gdata, dict)
def test_mtr_graph_data(records_2009):
calc = Calculator(policy=Policy(), records=records_2009)
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc,
calc,
mars='bad',
income_measure='agi',
dollar_weighting=True)
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc,
calc,
mars=0,
income_measure='expanded_income',
dollar_weighting=True)
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, mars=list())
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, mars='ALL', mtr_variable='e00200s')
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, mtr_measure='badtax')
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, income_measure='badincome')
with pytest.raises(ValueError):
calcx = Calculator(policy=Policy(), records=records_2009)
calcx.advance_to_year(2020)
gdata = mtr_graph_data(calcx, calc)
gdata = mtr_graph_data(calc,
calc,
mars=1,
mtr_wrt_full_compen=True,
income_measure='wages',
dollar_weighting=True)
assert isinstance(gdata, dict)
def test_write_graph_file(cps_subsample):
calc = Calculator(policy=Policy(),
records=Records.cps_constructor(data=cps_subsample))
gdata = mtr_graph_data(calc,
calc,
mtr_measure='ptax',
alt_e00200p_text='Taxpayer Earnings',
income_measure='agi',
dollar_weighting=False)
gplot = xtr_graph_plot(gdata)
assert gplot
htmlfname = temporary_filename(suffix='.html')
try:
write_graph_file(gplot, htmlfname, 'title')
except: # pylint: disable=bare-except
if os.path.isfile(htmlfname):
try:
os.remove(htmlfname)
except OSError:
pass # sometimes we can't remove a generated temporary file
assert 'write_graph_file()_ok' == 'no'
# if try was successful, try to remove the file
if os.path.isfile(htmlfname):
try:
os.remove(htmlfname)
except OSError:
pass # sometimes we can't remove a generated temporary file
def test_write_graph_file(cps_subsample):
recs = Records.cps_constructor(data=cps_subsample, no_benefits=True)
calc = Calculator(policy=Policy(), records=recs)
mtr = 0.20 * np.ones_like(cps_subsample['e00200'])
vdf = calc.dataframe(['s006', 'e00200', 'c00100'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
gdata = mtr_graph_data(vdf,
calc.current_year,
mtr_measure='ptax',
alt_e00200p_text='Taxpayer Earnings',
income_measure='agi',
dollar_weighting=False)
gplot = xtr_graph_plot(gdata)
assert gplot
htmlfname = temporary_filename(suffix='.html')
try:
write_graph_file(gplot, htmlfname, 'title')
except Exception: # pylint: disable=broad-except
if os.path.isfile(htmlfname):
try:
os.remove(htmlfname)
except OSError:
pass # sometimes we can't remove a generated temporary file
assert 'write_graph_file()_ok' == 'no'
# if try was successful, try to remove the file
if os.path.isfile(htmlfname):
try:
os.remove(htmlfname)
except OSError:
pass # sometimes we can't remove a generated temporary file
def test_write_graph_file(cps_subsample):
recs = Records.cps_constructor(data=cps_subsample)
calc = Calculator(policy=Policy(), records=recs)
mtr = 0.20 * np.ones_like(cps_subsample['e00200'])
vdf = calc.dataframe(['s006', 'e00200', 'c00100'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
gdata = mtr_graph_data(vdf, calc.current_year, mtr_measure='ptax',
alt_e00200p_text='Taxpayer Earnings',
income_measure='agi',
dollar_weighting=False)
gplot = xtr_graph_plot(gdata)
assert gplot
htmlfname = temporary_filename(suffix='.html')
try:
write_graph_file(gplot, htmlfname, 'title')
except Exception: # pylint: disable=broad-except
if os.path.isfile(htmlfname):
try:
os.remove(htmlfname)
except OSError:
pass # sometimes we can't remove a generated temporary file
assert 'write_graph_file()_ok' == 'no'
# if try was successful, try to remove the file
if os.path.isfile(htmlfname):
try:
os.remove(htmlfname)
except OSError:
pass # sometimes we can't remove a generated temporary file
def write_graph_files(self):
"""
Write graphs to HTML files.
"""
pos_wght_sum = self.calc.records.s006.sum() > 0.
atr_fname = self._output_filename.replace('.csv', '-atr.html')
atr_title = 'ATR by Income Percentile'
if pos_wght_sum:
atr_data = atr_graph_data(self.calc_clp, self.calc)
atr_plot = xtr_graph_plot(atr_data)
write_graph_file(atr_plot, atr_fname, atr_title)
else:
reason = 'No graph because sum of weights is not positive'
TaxCalcIO.write_empty_graph_file(atr_fname, atr_title, reason)
mtr_fname = self._output_filename.replace('.csv', '-mtr.html')
mtr_title = 'MTR by Income Percentile'
if pos_wght_sum:
mtr_data = mtr_graph_data(self.calc_clp,
self.calc,
alt_e00200p_text='Taxpayer Earnings')
mtr_plot = xtr_graph_plot(mtr_data)
write_graph_file(mtr_plot, mtr_fname, mtr_title)
else:
reason = 'No graph because sum of weights is not positive'
TaxCalcIO.write_empty_graph_file(mtr_fname, mtr_title, reason)
def test_mtr_graph_data(cps_subsample):
calc = Calculator(policy=Policy(),
records=Records.cps_constructor(data=cps_subsample))
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc,
calc,
mars='bad',
income_measure='agi',
dollar_weighting=True)
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc,
calc,
mars=0,
income_measure='expanded_income',
dollar_weighting=True)
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, mars=list())
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, mars='ALL', mtr_variable='e00200s')
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, mtr_measure='badtax')
with pytest.raises(ValueError):
gdata = mtr_graph_data(calc, calc, income_measure='badincome')
gdata = mtr_graph_data(calc,
calc,
mars=1,
mtr_wrt_full_compen=True,
income_measure='wages',
dollar_weighting=True)
assert isinstance(gdata, dict)
def test_xtr_graph_plot(cps_subsample):
calc = Calculator(policy=Policy(),
records=Records.cps_constructor(data=cps_subsample),
behavior=Behavior())
gdata = mtr_graph_data(calc,
calc,
mtr_measure='ptax',
income_measure='agi',
dollar_weighting=False)
gplot = xtr_graph_plot(gdata)
assert gplot
gdata = mtr_graph_data(calc,
calc,
mtr_measure='itax',
alt_e00200p_text='Taxpayer Earnings',
income_measure='expanded_income',
dollar_weighting=False)
assert isinstance(gdata, dict)
def test_xtr_graph_plot(cps_subsample):
recs = Records.cps_constructor(data=cps_subsample)
calc = Calculator(policy=Policy(), records=recs)
mtr = 0.20 * np.ones_like(cps_subsample['e00200'])
vdf = calc.dataframe(['s006', 'MARS', 'c00100'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
gdata = mtr_graph_data(vdf, calc.current_year, mtr_measure='ptax',
income_measure='agi',
dollar_weighting=False)
gplot = xtr_graph_plot(gdata)
assert gplot
vdf = calc.dataframe(['s006', 'expanded_income'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
gdata = mtr_graph_data(vdf, calc.current_year, mtr_measure='itax',
alt_e00200p_text='Taxpayer Earnings',
income_measure='expanded_income',
dollar_weighting=False)
assert isinstance(gdata, dict)
def test_mtr_graph_data(cps_subsample):
recs = Records.cps_constructor(data=cps_subsample, no_benefits=True)
calc = Calculator(policy=Policy(), records=recs)
year = calc.current_year,
with pytest.raises(ValueError):
mtr_graph_data(None,
year,
mars='bad',
income_measure='agi',
dollar_weighting=True)
with pytest.raises(ValueError):
mtr_graph_data(None,
year,
mars=0,
income_measure='expanded_income',
dollar_weighting=True)
with pytest.raises(ValueError):
mtr_graph_data(None, year, mars=list())
with pytest.raises(ValueError):
mtr_graph_data(None, year, mars='ALL', mtr_variable='e00200s')
with pytest.raises(ValueError):
mtr_graph_data(None, year, mtr_measure='badtax')
with pytest.raises(ValueError):
mtr_graph_data(None, year, income_measure='badincome')
mtr = 0.20 * np.ones_like(cps_subsample['e00200'])
vdf = calc.dataframe(['s006', 'MARS', 'e00200'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
vdf = vdf[vdf['MARS'] == 1]
gdata = mtr_graph_data(vdf,
year,
mars=1,
mtr_wrt_full_compen=True,
income_measure='wages',
dollar_weighting=True)
assert isinstance(gdata, dict)
def test_mtr_graph_data(cps_subsample):
recs = Records.cps_constructor(data=cps_subsample)
calc = Calculator(policy=Policy(), records=recs)
year = calc.current_year
with pytest.raises(ValueError):
mtr_graph_data(None, year, mars='bad',
income_measure='agi',
dollar_weighting=True)
with pytest.raises(ValueError):
mtr_graph_data(None, year, mars=0,
income_measure='expanded_income',
dollar_weighting=True)
with pytest.raises(ValueError):
mtr_graph_data(None, year, mars=list())
with pytest.raises(ValueError):
mtr_graph_data(None, year, mars='ALL', mtr_variable='e00200s')
with pytest.raises(ValueError):
mtr_graph_data(None, year, mtr_measure='badtax')
with pytest.raises(ValueError):
mtr_graph_data(None, year, income_measure='badincome')
mtr = 0.20 * np.ones_like(cps_subsample['e00200'])
vdf = calc.dataframe(['s006', 'MARS', 'e00200'])
vdf['mtr1'] = mtr
vdf['mtr2'] = mtr
vdf = vdf[vdf['MARS'] == 1]
gdata = mtr_graph_data(vdf, year, mars=1,
mtr_wrt_full_compen=True,
income_measure='wages',
dollar_weighting=True)
assert isinstance(gdata, dict)
def static_analysis(self,
writing_output_file=False,
output_graph=False,
output_ceeu=False,
output_dump=False):
"""
Conduct STATIC tax analysis for INPUT and write or return OUTPUT.
Parameters
----------
writing_output_file: boolean
output_graph: boolean
whether or not to generate and show HTML graphs of average
and marginal tax rates by income percentile
output_ceeu: boolean
whether or not to calculate and write to stdout standard
certainty-equivalent expected-utility statistics
output_dump: boolean
whether or not to replace standard output with all input and
calculated variables using their Tax-Calculator names
Returns
-------
Nothing
"""
# pylint: disable=too-many-arguments,too-many-locals,too-many-branches
# conduct STATIC tax analysis
if output_dump:
(mtr_paytax, mtr_inctax,
_) = self._calc.mtr(wrt_full_compensation=False)
else: # do not need marginal tax rates
self._calc.calc_all()
# optionally conduct normative welfare analysis
if output_ceeu:
self._calc_clp.calc_all()
cedict = ce_aftertax_income(self._calc_clp,
self._calc,
require_no_agg_tax_change=False)
ceeu_results = TaxCalcIO.ceeu_output(cedict)
else:
ceeu_results = None
# extract output if writing_output_file
if writing_output_file:
if output_dump:
outdf = self.dump_output(mtr_inctax, mtr_paytax)
else:
outdf = self.standard_output()
assert len(outdf.index) == self._calc.records.dim
outdf.to_csv(self._output_filename,
index=False,
float_format='%.2f')
# optionally write --graph output to HTML files
if output_graph:
atr_data = atr_graph_data(self._calc_clp, self._calc)
atr_plot = xtr_graph_plot(atr_data)
atr_fname = self._output_filename.replace('.csv', '-atr.html')
atr_title = 'ATR by Income Percentile'
write_graph_file(atr_plot, atr_fname, atr_title)
mtr_data = mtr_graph_data(self._calc_clp,
self._calc,
alt_e00200p_text='Taxpayer Earnings')
mtr_plot = xtr_graph_plot(mtr_data)
mtr_fname = self._output_filename.replace('.csv', '-mtr.html')
mtr_title = 'MTR by Income Percentile'
write_graph_file(mtr_plot, mtr_fname, mtr_title)
# optionally write --ceeu output to stdout
if ceeu_results:
print(ceeu_results) # pylint: disable=superfluous-parens
