ins-pricing 0.2.9__tar.gz → 0.3.0__tar.gz

{ins_pricing-0.2.9 → ins_pricing-0.3.0}/PKG-INFO

@@ -1,149 +1,162 @@
-Metadata-Version: 2.4
-Name: ins_pricing
-Version: 0.2.9
-Summary: Reusable modelling, pricing, governance, and reporting utilities.
-Author: meishi125478
-License: Proprietary
-Keywords: pricing,insurance,bayesopt,ml
-Classifier: Programming Language :: Python :: 3
-Classifier: Programming Language :: Python :: 3 :: Only
-Classifier: Programming Language :: Python :: 3.9
-Classifier: License :: Other/Proprietary License
-Classifier: Operating System :: OS Independent
-Classifier: Intended Audience :: Developers
-Requires-Python: >=3.9
-Description-Content-Type: text/markdown
-Requires-Dist: numpy>=1.20
-Requires-Dist: pandas>=1.4
-Provides-Extra: bayesopt
-Requires-Dist: torch>=1.13; extra == "bayesopt"
-Requires-Dist: optuna>=3.0; extra == "bayesopt"
-Requires-Dist: xgboost>=1.6; extra == "bayesopt"
-Requires-Dist: scikit-learn>=1.1; extra == "bayesopt"
-Requires-Dist: statsmodels>=0.13; extra == "bayesopt"
-Requires-Dist: joblib>=1.2; extra == "bayesopt"
-Requires-Dist: matplotlib>=3.5; extra == "bayesopt"
-Provides-Extra: plotting
-Requires-Dist: matplotlib>=3.5; extra == "plotting"
-Requires-Dist: scikit-learn>=1.1; extra == "plotting"
-Provides-Extra: explain
-Requires-Dist: torch>=1.13; extra == "explain"
-Requires-Dist: shap>=0.41; extra == "explain"
-Requires-Dist: scikit-learn>=1.1; extra == "explain"
-Provides-Extra: geo
-Requires-Dist: contextily>=1.3; extra == "geo"
-Requires-Dist: matplotlib>=3.5; extra == "geo"
-Provides-Extra: gnn
-Requires-Dist: torch>=1.13; extra == "gnn"
-Requires-Dist: pynndescent>=0.5; extra == "gnn"
-Requires-Dist: torch-geometric>=2.3; extra == "gnn"
-Provides-Extra: all
-Requires-Dist: torch>=1.13; extra == "all"
-Requires-Dist: optuna>=3.0; extra == "all"
-Requires-Dist: xgboost>=1.6; extra == "all"
-Requires-Dist: scikit-learn>=1.1; extra == "all"
-Requires-Dist: statsmodels>=0.13; extra == "all"
-Requires-Dist: joblib>=1.2; extra == "all"
-Requires-Dist: matplotlib>=3.5; extra == "all"
-Requires-Dist: shap>=0.41; extra == "all"
-Requires-Dist: contextily>=1.3; extra == "all"
-Requires-Dist: pynndescent>=0.5; extra == "all"
-Requires-Dist: torch-geometric>=2.3; extra == "all"
-
-# Insurance-Pricing
-
-A reusable toolkit for insurance modeling, pricing, governance, and reporting.
-
-## Overview
-
-Insurance-Pricing (ins_pricing) is an enterprise-grade Python library designed for machine learning model training, pricing calculations, and model governance workflows in the insurance industry.
-
-### Core Modules
-
-| Module | Description |
-|--------|-------------|
-| **modelling** | ML model training (GLM, XGBoost, ResNet, FT-Transformer, GNN) and model interpretability (SHAP, permutation importance) |
-| **pricing** | Factor table construction, numeric binning, premium calibration, exposure calculation, PSI monitoring |
-| **production** | Model prediction, batch scoring, data drift detection, production metrics monitoring |
-| **governance** | Model registry, version management, approval workflows, audit logging |
-| **reporting** | Report generation (Markdown format), report scheduling |
-| **utils** | Data validation, performance profiling, device management, logging configuration |
-
-### Quick Start
-
-```python
-# Model training with Bayesian optimization
-from ins_pricing import bayesopt as ropt
-
-model = ropt.BayesOptModel(
-    train_data, test_data,
-    model_name='my_model',
-    resp_nme='target',
-    weight_nme='weight',
-    factor_nmes=feature_list,
-    cate_list=categorical_features,
-)
-model.bayesopt_xgb(max_evals=100)      # Train XGBoost
-model.bayesopt_resnet(max_evals=50)    # Train ResNet
-model.bayesopt_ft(max_evals=50)        # Train FT-Transformer
-
-# Pricing: build factor table
-from ins_pricing.pricing import build_factor_table
-factors = build_factor_table(
-    df,
-    factor_col='age_band',
-    loss_col='claim_amount',
-    exposure_col='exposure',
-)
-
-# Production: batch scoring
-from ins_pricing.production import batch_score
-scores = batch_score(model.trainers['xgb'].predict, df)
-
-# Model governance
-from ins_pricing.governance import ModelRegistry
-registry = ModelRegistry('models.json')
-registry.register(model_name, version, metrics=metrics)
-```
-
-### Project Structure
-
-```
-ins_pricing/
-├── cli/                    # Command-line entry points
-├── modelling/
-│   ├── core/bayesopt/     # ML model training core
-│   ├── explain/           # Model interpretability
-│   └── plotting/          # Model visualization
-├── pricing/               # Insurance pricing module
-├── production/            # Production deployment module
-├── governance/            # Model governance
-├── reporting/             # Report generation
-├── utils/                 # Utilities
-└── tests/                 # Test suite
-```
-
-### Installation
-
-```bash
-# Basic installation
-pip install ins_pricing
-
-# Full installation (all optional dependencies)
-pip install ins_pricing[all]
-
-# Install specific extras
-pip install ins_pricing[bayesopt]    # Model training
-pip install ins_pricing[explain]     # Model explanation
-pip install ins_pricing[plotting]    # Visualization
-pip install ins_pricing[gnn]         # Graph neural networks
-```
-
-### Requirements
-
-- Python >= 3.9
-- Core dependencies: numpy >= 1.20, pandas >= 1.4
-
-### License
-
-Proprietary
+Metadata-Version: 2.4
+Name: ins_pricing
+Version: 0.3.0
+Summary: Reusable modelling, pricing, governance, and reporting utilities.
+Author: meishi125478
+License: Proprietary
+Keywords: pricing,insurance,bayesopt,ml
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3 :: Only
+Classifier: Programming Language :: Python :: 3.9
+Classifier: License :: Other/Proprietary License
+Classifier: Operating System :: OS Independent
+Classifier: Intended Audience :: Developers
+Requires-Python: >=3.9
+Description-Content-Type: text/markdown
+Requires-Dist: numpy>=1.20
+Requires-Dist: pandas>=1.4
+Provides-Extra: bayesopt
+Requires-Dist: torch>=1.13; extra == "bayesopt"
+Requires-Dist: optuna>=3.0; extra == "bayesopt"
+Requires-Dist: xgboost>=1.6; extra == "bayesopt"
+Requires-Dist: scikit-learn>=1.1; extra == "bayesopt"
+Requires-Dist: statsmodels>=0.13; extra == "bayesopt"
+Requires-Dist: joblib>=1.2; extra == "bayesopt"
+Requires-Dist: matplotlib>=3.5; extra == "bayesopt"
+Provides-Extra: plotting
+Requires-Dist: matplotlib>=3.5; extra == "plotting"
+Requires-Dist: scikit-learn>=1.1; extra == "plotting"
+Provides-Extra: explain
+Requires-Dist: torch>=1.13; extra == "explain"
+Requires-Dist: shap>=0.41; extra == "explain"
+Requires-Dist: scikit-learn>=1.1; extra == "explain"
+Provides-Extra: geo
+Requires-Dist: contextily>=1.3; extra == "geo"
+Requires-Dist: matplotlib>=3.5; extra == "geo"
+Provides-Extra: gnn
+Requires-Dist: torch>=1.13; extra == "gnn"
+Requires-Dist: pynndescent>=0.5; extra == "gnn"
+Requires-Dist: torch-geometric>=2.3; extra == "gnn"
+Provides-Extra: all
+Requires-Dist: torch>=1.13; extra == "all"
+Requires-Dist: optuna>=3.0; extra == "all"
+Requires-Dist: xgboost>=1.6; extra == "all"
+Requires-Dist: scikit-learn>=1.1; extra == "all"
+Requires-Dist: statsmodels>=0.13; extra == "all"
+Requires-Dist: joblib>=1.2; extra == "all"
+Requires-Dist: matplotlib>=3.5; extra == "all"
+Requires-Dist: shap>=0.41; extra == "all"
+Requires-Dist: contextily>=1.3; extra == "all"
+Requires-Dist: pynndescent>=0.5; extra == "all"
+Requires-Dist: torch-geometric>=2.3; extra == "all"
+
+# Insurance-Pricing
+
+A reusable toolkit for insurance modeling, pricing, governance, and reporting.
+
+## Overview
+
+Insurance-Pricing (ins_pricing) is an enterprise-grade Python library designed for machine learning model training, pricing calculations, and model governance workflows in the insurance industry.
+
+### Core Modules
+
+| Module | Description |
+|--------|-------------|
+| **modelling** | ML model training (GLM, XGBoost, ResNet, FT-Transformer, GNN) and model interpretability (SHAP, permutation importance) |
+| **pricing** | Factor table construction, numeric binning, premium calibration, exposure calculation, PSI monitoring |
+| **production** | Model prediction, batch scoring, data drift detection, production metrics monitoring |
+| **governance** | Model registry, version management, approval workflows, audit logging |
+| **reporting** | Report generation (Markdown format), report scheduling |
+| **utils** | Data validation, performance profiling, device management, logging configuration |
+
+### Quick Start
+
+```python
+# Model training with Bayesian optimization
+from ins_pricing import bayesopt as ropt
+
+model = ropt.BayesOptModel(
+    train_data, test_data,
+    model_name='my_model',
+    resp_nme='target',
+    weight_nme='weight',
+    factor_nmes=feature_list,
+    cate_list=categorical_features,
+)
+model.bayesopt_xgb(max_evals=100)      # Train XGBoost
+model.bayesopt_resnet(max_evals=50)    # Train ResNet
+model.bayesopt_ft(max_evals=50)        # Train FT-Transformer
+
+# Pricing: build factor table
+from ins_pricing.pricing import build_factor_table
+factors = build_factor_table(
+    df,
+    factor_col='age_band',
+    loss_col='claim_amount',
+    exposure_col='exposure',
+)
+
+# Production: batch scoring
+from ins_pricing.production import batch_score
+scores = batch_score(model.trainers['xgb'].predict, df)
+
+# Model governance
+from ins_pricing.governance import ModelRegistry
+registry = ModelRegistry('models.json')
+registry.register(model_name, version, metrics=metrics)
+```
+
+### Project Structure
+
+```
+ins_pricing/
+├── cli/                    # Command-line entry points
+├── modelling/
+│   ├── core/bayesopt/     # ML model training core
+│   ├── explain/           # Model interpretability
+│   └── plotting/          # Model visualization
+├── pricing/               # Insurance pricing module
+├── production/            # Production deployment module
+├── governance/            # Model governance
+├── reporting/             # Report generation
+├── utils/                 # Utilities
+└── tests/                 # Test suite
+```
+
+### Installation
+
+```bash
+# Basic installation
+pip install ins_pricing
+
+# Full installation (all optional dependencies)
+pip install ins_pricing[all]
+
+# Install specific extras
+pip install ins_pricing[bayesopt]    # Model training
+pip install ins_pricing[explain]     # Model explanation
+pip install ins_pricing[plotting]    # Visualization
+pip install ins_pricing[gnn]         # Graph neural networks
+```
+
+#### Multi-platform & GPU installation notes
+
+- **PyTorch (CPU/GPU/MPS)**: Install the correct PyTorch build for your platform/GPU first (CUDA on
+  Linux/Windows, ROCm on supported AMD platforms, or MPS on Apple Silicon). Then install the
+  optional extras you need (e.g., `bayesopt`, `explain`, or `gnn`). This avoids pip pulling a
+  mismatched wheel.
+- **Torch Geometric (GNN)**: `torch-geometric` often requires platform-specific wheels (e.g.,
+  `torch-scatter`, `torch-sparse`). Follow the official PyG installation instructions for your
+  CUDA/ROCm/CPU environment, then install `ins_pricing[gnn]`.
+- **Multi-GPU**: Training code will use CUDA when available and can enable multi-GPU via
+  `torch.distributed`/`DataParallel` where supported. On Windows, CUDA DDP is not supported and will
+  fall back to single-GPU or DataParallel where possible.
+
+### Requirements
+
+- Python >= 3.9
+- Core dependencies: numpy >= 1.20, pandas >= 1.4
+
+### License
+
+Proprietary

{ins_pricing-0.2.9 → ins_pricing-0.3.0}/README.md

@@ -87,6 +87,19 @@ pip install ins_pricing[plotting]    # Visualization
 pip install ins_pricing[gnn]         # Graph neural networks
 ```
 
+#### Multi-platform & GPU installation notes
+
+- **PyTorch (CPU/GPU/MPS)**: Install the correct PyTorch build for your platform/GPU first (CUDA on
+  Linux/Windows, ROCm on supported AMD platforms, or MPS on Apple Silicon). Then install the
+  optional extras you need (e.g., `bayesopt`, `explain`, or `gnn`). This avoids pip pulling a
+  mismatched wheel.
+- **Torch Geometric (GNN)**: `torch-geometric` often requires platform-specific wheels (e.g.,
+  `torch-scatter`, `torch-sparse`). Follow the official PyG installation instructions for your
+  CUDA/ROCm/CPU environment, then install `ins_pricing[gnn]`.
+- **Multi-GPU**: Training code will use CUDA when available and can enable multi-GPU via
+  `torch.distributed`/`DataParallel` where supported. On Windows, CUDA DDP is not supported and will
+  fall back to single-GPU or DataParallel where possible.
+
 ### Requirements
 
 - Python >= 3.9

{ins_pricing-0.2.9 → ins_pricing-0.3.0}/ins_pricing/CHANGELOG.md

@@ -5,6 +5,99 @@ All notable changes to the ins_pricing project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.2.11] - 2026-01-15
+
+### Changed
+
+#### Refactoring Phase 3: Utils Module Consolidation
+- **Eliminated code duplication** - Consolidated duplicated utility classes:
+  - `DeviceManager` and `GPUMemoryManager` now imported from `ins_pricing.utils`
+  - Removed 181 lines of duplicate code from `bayesopt/utils/metrics_and_devices.py`
+  - File size reduced from 721 to 540 lines (25% reduction)
+  - **Benefit**: Single source of truth for device management utilities
+  - **Impact**: Bug fixes now propagate automatically, no risk of code drift
+  - **Compatibility**: 100% backward compatible - all import patterns continue working
+
+**Technical Details**:
+- Package-level `ins_pricing/utils/device.py` is now the canonical implementation
+- BayesOpt utils automatically re-export these classes for backward compatibility
+- No breaking changes required in existing code
+
+## [0.2.10] - 2026-01-15
+
+### Added
+
+#### Refactoring Phase 2: Simplified BayesOptModel API
+- **BayesOptModel config-based initialization** - New recommended API using configuration objects:
+  - Added `config` parameter accepting `BayesOptConfig` instances
+  - **Before**: 56 individual parameters required
+  - **After**: Single config object parameter
+  - **Benefits**: Improved code clarity, reusability, type safety, and testability
+
+### Changed
+
+#### API Improvements
+- **BayesOptModel initialization** - Enhanced parameter handling:
+  - New API: `BayesOptModel(train_df, test_df, config=BayesOptConfig(...))`
+  - Old API still supported with deprecation warning
+  - Made `model_nme`, `resp_nme`, `weight_nme` optional (validated when config=None)
+  - Added type validation for config parameter
+  - Added helpful error messages for missing required parameters
+
+### Deprecated
+
+- **BayesOptModel individual parameters** - Passing 56 individual parameters to `__init__`:
+  - Use `config=BayesOptConfig(...)` instead
+  - Old API will be removed in v0.4.0
+  - Migration guide: See `modelling/core/bayesopt/PHASE2_REFACTORING_SUMMARY.md`
+
+### Fixed
+
+- **Type hints** - Improved type safety in BayesOptModel initialization
+- **Documentation** - Added comprehensive examples of both old and new APIs
+
+## [0.2.9] - 2026-01-15
+
+### Added
+
+#### Refactoring Phase 1: Utils Module Split
+- **Modular utils package** - Split monolithic 1,503-line utils.py into focused modules:
+  - `utils/constants.py` (183 lines) - Core constants and simple helpers
+  - `utils/io_utils.py` (110 lines) - File I/O and parameter loading
+  - `utils/distributed_utils.py` (163 lines) - DDP and CUDA management
+  - `utils/torch_trainer_mixin.py` (587 lines) - PyTorch training infrastructure
+  - `utils/metrics_and_devices.py` (721 lines) - Metrics, GPU, device, CV, plotting
+  - `utils/__init__.py` (86 lines) - Backward compatibility re-exports
+
+- **Upload automation** - Cross-platform PyPI upload scripts:
+  - `upload_to_pypi.sh` - Shell script for Linux/macOS with auto-version extraction
+  - `upload_to_pypi.bat` - Updated Windows batch script with auto-version extraction
+  - `Makefile` - Cross-platform build automation (build, check, upload, clean)
+  - `README_UPLOAD.md` - Comprehensive upload documentation in English
+  - `UPLOAD_QUICK_START.md` - Quick start guide for package publishing
+
+### Changed
+
+#### Code Organization
+- **utils module structure** - Improved maintainability and testability:
+  - Average file size reduced from 1,503 to 351 lines per module
+  - Each module has single responsibility
+  - Independent testing now possible for each component
+  - **Impact**: 100% backward compatibility maintained via re-exports
+
+### Deprecated
+
+- **utils.py single file import** - Direct import from `bayesopt/utils.py`:
+  - Use `from .utils import ...` instead (package import)
+  - Old single-file import shows deprecation warning
+  - File will be removed in v0.4.0
+  - **Note**: All imports continue to work identically
+
+### Removed
+
+- **verify_core_decoupling.py** - Obsolete test script for unimplemented refactoring
+  - Cleanup logged in `.cleanup_log.md`
+
 ## [0.2.8] - 2026-01-14
 
 ### Added

{ins_pricing-0.2.9 → ins_pricing-0.3.0}/ins_pricing/README.md

@@ -52,6 +52,17 @@ between modelling, production, governance, and reporting.
   - Geo plotting on basemap: `contextily`.
   - Plotting: `matplotlib`.
 
+## Multi-platform & GPU installation notes
+
+- **Install PyTorch first**: Use the correct PyTorch build for your platform/GPU (CUDA/ROCm/MPS)
+  before installing the `bayesopt`, `explain`, or `gnn` extras. This avoids incompatible wheels.
+- **GNN dependencies**: `torch-geometric` and its companion packages are platform-specific. Follow
+  the official PyG install guide for your CUDA/ROCm/CPU environment, then install
+  `ins_pricing[gnn]`.
+- **Multi-GPU**: Training utilities will select CUDA/MPS/CPU automatically. Multi-GPU uses DDP or
+  DataParallel when supported; on Windows, CUDA DDP is disabled and will fall back to single-GPU or
+  DataParallel where available.
+
 ## Backward-compatible imports
 
 Legacy import paths continue to work: