def test_has_any_response():
syr = 2014
gdiff = Growdiff(start_year=syr)
assert gdiff.has_any_response() is False
gdiff.update_growdiff({2020: {'_AWAGE': [0.01]}})
assert gdiff.current_year == syr
assert gdiff.has_any_response() is True
def dropq_calculate(year_n, start_year, taxrec_df, user_mods, behavior_allowed,
mask_computed):
"""
The dropq_calculate function assumes specified user_mods is
a dictionary returned by the Calculator.read_json_parameter_files()
function with an extra key:value pair that is specified as
'gdp_elasticity': {'value': <float_value>}.
The function returns (calc1, calc2, mask) where
calc1 is pre-reform Calculator object calculated for year_n,
calc2 is post-reform Calculator object calculated for year_n, and
mask is boolean array if compute_mask=True or None otherwise
"""
# pylint: disable=too-many-arguments,too-many-locals,too-many-statements
check_user_mods(user_mods)
# specify Consumption instance
consump = Consumption()
consump_assumptions = user_mods['consumption']
consump.update_consumption(consump_assumptions)
# specify growdiff_baseline and growdiff_response
growdiff_baseline = Growdiff()
growdiff_response = Growdiff()
growdiff_base_assumps = user_mods['growdiff_baseline']
growdiff_resp_assumps = user_mods['growdiff_response']
growdiff_baseline.update_growdiff(growdiff_base_assumps)
growdiff_response.update_growdiff(growdiff_resp_assumps)
# create pre-reform and post-reform Growfactors instances
growfactors_pre = Growfactors()
growdiff_baseline.apply_to(growfactors_pre)
growfactors_post = Growfactors()
growdiff_baseline.apply_to(growfactors_post)
growdiff_response.apply_to(growfactors_post)
# create pre-reform Calculator instance
recs1 = Records(data=taxrec_df.copy(deep=True), gfactors=growfactors_pre)
policy1 = Policy(gfactors=growfactors_pre)
calc1 = Calculator(policy=policy1, records=recs1, consumption=consump)
while calc1.current_year < start_year:
calc1.increment_year()
calc1.calc_all()
assert calc1.current_year == start_year
# optionally compute mask
if mask_computed:
# create pre-reform Calculator instance with extra income
recs1p = Records(data=taxrec_df.copy(deep=True),
gfactors=growfactors_pre)
# add one dollar to total wages and salaries of each filing unit
recs1p.e00200 += 1.0 # pylint: disable=no-member
recs1p.e00200p += 1.0 # pylint: disable=no-member
policy1p = Policy(gfactors=growfactors_pre)
# create Calculator with recs1p and calculate for start_year
calc1p = Calculator(policy=policy1p,
records=recs1p,
consumption=consump)
while calc1p.current_year < start_year:
calc1p.increment_year()
calc1p.calc_all()
assert calc1p.current_year == start_year
# compute mask that shows which of the calc1 and calc1p results differ
res1 = results(calc1.records)
res1p = results(calc1p.records)
mask = (res1.iitax != res1p.iitax)
else:
mask = None
# specify Behavior instance
behv = Behavior()
behavior_assumps = user_mods['behavior']
behv.update_behavior(behavior_assumps)
# always prevent both behavioral response and growdiff response
if behv.has_any_response() and growdiff_response.has_any_response():
msg = 'BOTH behavior AND growdiff_response HAVE RESPONSE'
raise ValueError(msg)
# optionally prevent behavioral response
if behv.has_any_response() and not behavior_allowed:
msg = 'A behavior RESPONSE IS NOT ALLOWED'
raise ValueError(msg)
# create post-reform Calculator instance
recs2 = Records(data=taxrec_df.copy(deep=True), gfactors=growfactors_post)
policy2 = Policy(gfactors=growfactors_post)
policy_reform = user_mods['policy']
policy2.implement_reform(policy_reform)
calc2 = Calculator(policy=policy2,
records=recs2,
consumption=consump,
behavior=behv)
while calc2.current_year < start_year:
calc2.increment_year()
calc2.calc_all()
assert calc2.current_year == start_year
# increment Calculator objects for year_n years and calculate
for _ in range(0, year_n):
calc1.increment_year()
calc2.increment_year()
calc1.calc_all()
if calc2.behavior.has_response():
calc2 = Behavior.response(calc1, calc2)
else:
calc2.calc_all()
# return calculated Calculator objects and mask
return (calc1, calc2, mask)
def calculate(year_n, start_year, use_puf_not_cps, use_full_sample, user_mods,
behavior_allowed):
"""
The calculate function assumes the specified user_mods is a dictionary
returned by the Calculator.read_json_param_objects() function.
The function returns (calc1, calc2) where
calc1 is pre-reform Calculator object calculated for year_n, and
calc2 is post-reform Calculator object calculated for year_n.
Set behavior_allowed to False when generating static results or
set behavior_allowed to True when generating dynamic results.
"""
# pylint: disable=too-many-arguments,too-many-locals
# pylint: disable=too-many-branches,too-many-statements
check_user_mods(user_mods)
# specify Consumption instance
consump = Consumption()
consump_assumptions = user_mods['consumption']
consump.update_consumption(consump_assumptions)
# specify growdiff_baseline and growdiff_response
growdiff_baseline = Growdiff()
growdiff_response = Growdiff()
growdiff_base_assumps = user_mods['growdiff_baseline']
growdiff_resp_assumps = user_mods['growdiff_response']
growdiff_baseline.update_growdiff(growdiff_base_assumps)
growdiff_response.update_growdiff(growdiff_resp_assumps)
# create pre-reform and post-reform Growfactors instances
growfactors_pre = Growfactors()
growdiff_baseline.apply_to(growfactors_pre)
growfactors_post = Growfactors()
growdiff_baseline.apply_to(growfactors_post)
growdiff_response.apply_to(growfactors_post)
# create sample pd.DataFrame from specified input file and sampling scheme
stime = time.time()
tbi_path = os.path.abspath(os.path.dirname(__file__))
if use_puf_not_cps:
# first try TaxBrain deployment path
input_path = 'puf.csv.gz'
if not os.path.isfile(input_path):
# otherwise try local Tax-Calculator deployment path
input_path = os.path.join(tbi_path, '..', '..', 'puf.csv')
sampling_frac = 0.05
sampling_seed = 180
else: # if using cps input not puf input
# first try Tax-Calculator code path
input_path = os.path.join(tbi_path, '..', 'cps.csv.gz')
if not os.path.isfile(input_path):
# otherwise read from taxcalc package "egg"
input_path = None # pragma: no cover
full_sample = read_egg_csv('cps.csv.gz') # pragma: no cover
sampling_frac = 0.03
sampling_seed = 180
if input_path:
full_sample = pd.read_csv(input_path)
if use_full_sample:
sample = full_sample
else:
sample = full_sample.sample( # pylint: disable=no-member
frac=sampling_frac,
random_state=sampling_seed)
if use_puf_not_cps:
print('puf-read-time= {:.1f}'.format(time.time() - stime))
else:
print('cps-read-time= {:.1f}'.format(time.time() - stime))
# create pre-reform Calculator instance
if use_puf_not_cps:
recs1 = Records(data=sample, gfactors=growfactors_pre)
else:
recs1 = Records.cps_constructor(data=sample, gfactors=growfactors_pre)
policy1 = Policy(gfactors=growfactors_pre)
calc1 = Calculator(policy=policy1, records=recs1, consumption=consump)
while calc1.current_year < start_year:
calc1.increment_year()
calc1.calc_all()
assert calc1.current_year == start_year
# specify Behavior instance
behv = Behavior()
behavior_assumps = user_mods['behavior']
behv.update_behavior(behavior_assumps)
# always prevent both behavioral response and growdiff response
if behv.has_any_response() and growdiff_response.has_any_response():
msg = 'BOTH behavior AND growdiff_response HAVE RESPONSE'
raise ValueError(msg)
# optionally prevent behavioral response
if behv.has_any_response() and not behavior_allowed:
msg = 'A behavior RESPONSE IS NOT ALLOWED'
raise ValueError(msg)
# create post-reform Calculator instance
if use_puf_not_cps:
recs2 = Records(data=sample, gfactors=growfactors_post)
else:
recs2 = Records.cps_constructor(data=sample, gfactors=growfactors_post)
policy2 = Policy(gfactors=growfactors_post)
policy_reform = user_mods['policy']
policy2.implement_reform(policy_reform)
calc2 = Calculator(policy=policy2,
records=recs2,
consumption=consump,
behavior=behv)
while calc2.current_year < start_year:
calc2.increment_year()
assert calc2.current_year == start_year
# delete objects now embedded in calc1 and calc2
del sample
del full_sample
del consump
del growdiff_baseline
del growdiff_response
del growfactors_pre
del growfactors_post
del behv
del recs1
del recs2
del policy1
del policy2
# increment Calculator objects for year_n years and calculate
for _ in range(0, year_n):
calc1.increment_year()
calc2.increment_year()
calc1.calc_all()
if calc2.behavior_has_response():
calc2 = Behavior.response(calc1, calc2)
else:
calc2.calc_all()
# return calculated Calculator objects
return (calc1, calc2)
def calculate(year_n, start_year, use_puf_not_cps, use_full_sample, user_mods,
behavior_allowed):
"""
The calculate function assumes the specified user_mods is a dictionary
returned by the Calculator.read_json_param_objects() function.
The function returns (calc1, calc2, mask) where
calc1 is pre-reform Calculator object calculated for year_n,
calc2 is post-reform Calculator object calculated for year_n, and
mask is boolean array marking records with reform-induced iitax diffs
Set behavior_allowed to False when generating static results or
set behavior_allowed to True when generating dynamic results.
"""
# pylint: disable=too-many-arguments,too-many-locals
# pylint: disable=too-many-branches,too-many-statements
check_user_mods(user_mods)
# specify Consumption instance
consump = Consumption()
consump_assumptions = user_mods['consumption']
consump.update_consumption(consump_assumptions)
# specify growdiff_baseline and growdiff_response
growdiff_baseline = Growdiff()
growdiff_response = Growdiff()
growdiff_base_assumps = user_mods['growdiff_baseline']
growdiff_resp_assumps = user_mods['growdiff_response']
growdiff_baseline.update_growdiff(growdiff_base_assumps)
growdiff_response.update_growdiff(growdiff_resp_assumps)
# create pre-reform and post-reform Growfactors instances
growfactors_pre = Growfactors()
growdiff_baseline.apply_to(growfactors_pre)
growfactors_post = Growfactors()
growdiff_baseline.apply_to(growfactors_post)
growdiff_response.apply_to(growfactors_post)
# create sample pd.DataFrame from specified input file and sampling scheme
stime = time.time()
tbi_path = os.path.abspath(os.path.dirname(__file__))
if use_puf_not_cps:
# first try TaxBrain deployment path
input_path = 'puf.csv.gz'
if not os.path.isfile(input_path):
# otherwise try local Tax-Calculator deployment path
input_path = os.path.join(tbi_path, '..', '..', 'puf.csv')
sampling_frac = 0.05
sampling_seed = 180
else: # if using cps input not puf input
# first try Tax-Calculator code path
input_path = os.path.join(tbi_path, '..', 'cps.csv.gz')
if not os.path.isfile(input_path):
# otherwise read from taxcalc package "egg"
input_path = None # pragma: no cover
full_sample = read_egg_csv('cps.csv.gz') # pragma: no cover
sampling_frac = 0.03
sampling_seed = 180
if input_path:
full_sample = pd.read_csv(input_path)
if use_full_sample:
sample = full_sample
else:
sample = full_sample.sample( # pylint: disable=no-member
frac=sampling_frac,
random_state=sampling_seed)
if use_puf_not_cps:
print('puf-read-time= {:.1f}'.format(time.time() - stime))
else:
print('cps-read-time= {:.1f}'.format(time.time() - stime))
# create pre-reform Calculator instance
if use_puf_not_cps:
recs1 = Records(data=copy.deepcopy(sample), gfactors=growfactors_pre)
else:
recs1 = Records.cps_constructor(data=copy.deepcopy(sample),
gfactors=growfactors_pre)
policy1 = Policy(gfactors=growfactors_pre)
calc1 = Calculator(policy=policy1, records=recs1, consumption=consump)
while calc1.current_year < start_year:
calc1.increment_year()
calc1.calc_all()
assert calc1.current_year == start_year
# compute mask array
res1 = calc1.dataframe(DIST_VARIABLES)
if use_puf_not_cps:
# create pre-reform Calculator instance with extra income
recs1p = Records(data=copy.deepcopy(sample), gfactors=growfactors_pre)
# add one dollar to the income of each filing unit to determine
# which filing units undergo a resulting change in tax liability
recs1p.e00200 += 1.0 # pylint: disable=no-member
recs1p.e00200p += 1.0 # pylint: disable=no-member
policy1p = Policy(gfactors=growfactors_pre)
# create Calculator with recs1p and calculate for start_year
calc1p = Calculator(policy=policy1p,
records=recs1p,
consumption=consump)
while calc1p.current_year < start_year:
calc1p.increment_year()
calc1p.calc_all()
assert calc1p.current_year == start_year
# compute mask showing which of the calc1 and calc1p results differ;
# mask is true if a filing unit's income tax liability changed after
# a dollar was added to the filing unit's wage and salary income
res1p = calc1p.dataframe(DIST_VARIABLES)
mask = np.logical_not( # pylint: disable=no-member
np.isclose(res1.iitax, res1p.iitax, atol=0.001, rtol=0.0))
assert np.any(mask)
else: # if use_cps_not_cps is False
# indicate that no fuzzing of reform results is required
mask = np.zeros(res1.shape[0], dtype=np.int8)
# specify Behavior instance
behv = Behavior()
behavior_assumps = user_mods['behavior']
behv.update_behavior(behavior_assumps)
# always prevent both behavioral response and growdiff response
if behv.has_any_response() and growdiff_response.has_any_response():
msg = 'BOTH behavior AND growdiff_response HAVE RESPONSE'
raise ValueError(msg)
# optionally prevent behavioral response
if behv.has_any_response() and not behavior_allowed:
msg = 'A behavior RESPONSE IS NOT ALLOWED'
raise ValueError(msg)
# create post-reform Calculator instance
if use_puf_not_cps:
recs2 = Records(data=copy.deepcopy(sample), gfactors=growfactors_post)
else:
recs2 = Records.cps_constructor(data=copy.deepcopy(sample),
gfactors=growfactors_post)
policy2 = Policy(gfactors=growfactors_post)
policy_reform = user_mods['policy']
policy2.implement_reform(policy_reform)
calc2 = Calculator(policy=policy2,
records=recs2,
consumption=consump,
behavior=behv)
while calc2.current_year < start_year:
calc2.increment_year()
calc2.calc_all()
assert calc2.current_year == start_year
# increment Calculator objects for year_n years and calculate
for _ in range(0, year_n):
calc1.increment_year()
calc2.increment_year()
calc1.calc_all()
if calc2.behavior_has_response():
calc2 = Behavior.response(calc1, calc2)
else:
calc2.calc_all()
# return calculated Calculator objects and mask
return (calc1, calc2, mask)
def calculate_baseline_and_reform(year_n, start_year, taxrec_df, user_mods):
"""
calculate_baseline_and_reform function assumes specified user_mods is
a dictionary returned by the Calculator.read_json_parameter_files()
function with an extra key:value pair that is specified as
'gdp_elasticity': {'value': <float_value>}.
"""
# pylint: disable=too-many-locals,too-many-branches,too-many-statements
check_user_mods(user_mods)
# Specify Consumption instance
consump = Consumption()
consump_assumptions = user_mods['consumption']
consump.update_consumption(consump_assumptions)
# Specify growdiff_baseline and growdiff_response
growdiff_baseline = Growdiff()
growdiff_response = Growdiff()
growdiff_base_assumps = user_mods['growdiff_baseline']
growdiff_resp_assumps = user_mods['growdiff_response']
growdiff_baseline.update_growdiff(growdiff_base_assumps)
growdiff_response.update_growdiff(growdiff_resp_assumps)
# Create pre-reform and post-reform Growfactors instances
growfactors_pre = Growfactors()
growdiff_baseline.apply_to(growfactors_pre)
growfactors_post = Growfactors()
growdiff_baseline.apply_to(growfactors_post)
growdiff_response.apply_to(growfactors_post)
# Create pre-reform Calculator instance
recs1 = Records(data=taxrec_df.copy(deep=True), gfactors=growfactors_pre)
policy1 = Policy(gfactors=growfactors_pre)
calc1 = Calculator(policy=policy1, records=recs1, consumption=consump)
while calc1.current_year < start_year:
calc1.increment_year()
calc1.calc_all()
assert calc1.current_year == start_year
# Create pre-reform Calculator instance with extra income
recs1p = Records(data=taxrec_df.copy(deep=True), gfactors=growfactors_pre)
# add one dollar to total wages and salaries of each filing unit
recs1p.e00200 += 1.0 # pylint: disable=no-member
policy1p = Policy(gfactors=growfactors_pre)
calc1p = Calculator(policy=policy1p, records=recs1p, consumption=consump)
while calc1p.current_year < start_year:
calc1p.increment_year()
calc1p.calc_all()
assert calc1p.current_year == start_year
# Construct mask to show which of the calc1 and calc1p results differ
soit1 = results(calc1)
soit1p = results(calc1p)
mask = (soit1._iitax != soit1p._iitax) # pylint: disable=protected-access
# Specify Behavior instance
behv = Behavior()
behavior_assumps = user_mods['behavior']
behv.update_behavior(behavior_assumps)
# Prevent both behavioral response and growdiff response
if behv.has_any_response() and growdiff_response.has_any_response():
msg = 'BOTH behavior AND growdiff_response HAVE RESPONSE'
raise ValueError(msg)
# Create post-reform Calculator instance with behavior
recs2 = Records(data=taxrec_df.copy(deep=True), gfactors=growfactors_post)
policy2 = Policy(gfactors=growfactors_post)
policy_reform = user_mods['policy']
policy2.implement_reform(policy_reform)
calc2 = Calculator(policy=policy2,
records=recs2,
consumption=consump,
behavior=behv)
while calc2.current_year < start_year:
calc2.increment_year()
calc2.calc_all()
assert calc2.current_year == start_year
# Seed random number generator with a seed value based on user_mods
seed = random_seed(user_mods)
print('seed={}'.format(seed))
np.random.seed(seed) # pylint: disable=no-member
# Increment Calculator objects for year_n years and calculate
for _ in range(0, year_n):
calc1.increment_year()
calc2.increment_year()
calc1.calc_all()
if calc2.behavior.has_response():
calc2 = Behavior.response(calc1, calc2)
else:
calc2.calc_all()
# Return calculated results and mask
soit1 = results(calc1)
soit2 = results(calc2)
return soit1, soit2, mask
