taxcalc 4.1.0__tar.gz → 4.2.0__tar.gz

taxcalc-4.2.0/.coveragerc

@@ -0,0 +1,7 @@
+[run]
+omit =
+    taxcalc/calcfunctions.py
+    taxcalc/cli/*
+    taxcalc/tests/*
+    taxcalc/validation/*
+    docs/cookbook/*

taxcalc-4.2.0/.github/FUNDING.yml

@@ -0,0 +1,3 @@
+# These are supported funding model platforms
+
+open_collective: psl

taxcalc-4.2.0/.github/workflows/build_and_test.yml

@@ -0,0 +1,47 @@
+name: Build Package and Test Source Code [Python 3.9, 3.10, 3.11, 3.12]
+
+on: [push, pull_request]
+
+jobs:
+  build:
+    runs-on: ${{ matrix.os }}
+    strategy:
+      matrix:
+        os: [ubuntu-latest, windows-latest]
+        python-version: [3.9, '3.10', '3.11', '3.12']
+
+    steps:
+      - name: Checkout
+        uses: actions/checkout@master
+        with:
+          persist-credentials: false
+
+      - name: Setup Miniconda using Python ${{ matrix.python-version }}
+        uses: conda-incubator/setup-miniconda@v2
+        with:
+          activate-environment: taxcalc-dev
+          environment-file: environment.yml
+          python-version: ${{ matrix.python-version }}
+          auto-activate-base: false
+
+      - name: Build
+        shell: bash -l {0}
+        run: |
+          pip install -e . --user
+          pip install pytest-cov --user
+          pip install pytest-pycodestyle --user
+      - name: Test
+        shell: bash -l {0}
+        working-directory: ./
+        run: |
+          pytest -m 'not requires_pufcsv and not requires_tmdcsv and not pre_release and not local' --cov=./ --cov-report=xml
+      - name: Upload coverage to Codecov
+        if: matrix.os == 'ubuntu-latest'
+        uses: codecov/codecov-action@v4
+        with:
+          token: ${{ secrets.CODECOV_TOKEN }} # not required for public repos
+          file: ./coverage.xml
+          flags: unittests
+          name: codecov-umbrella
+          fail_ci_if_error: true
+          verbose: true

taxcalc-4.2.0/.github/workflows/check_jupyterbook.yml

@@ -0,0 +1,29 @@
+name: Test that Jupyter Book builds
+on: [push, pull_request]
+
+jobs:
+  build-and-deploy:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v2 # If you're using actions/checkout@v2 you must set persist-credentials to false in most cases for the deployment to work correctly.
+        with:
+          persist-credentials: false
+
+      - name: Setup Miniconda
+        uses: conda-incubator/setup-miniconda@v2
+        with:
+          activate-environment: taxcalc-dev
+          environment-file: environment.yml
+          python-version: 3.11
+          auto-activate-base: false
+
+      - name: Build # Build Jupyter Book
+        shell: bash -l {0}
+        run: |
+          pip install jupyter-book
+          conda install -c pslmodels behresp
+          pip install -e .
+          python docs/guide/make/make_uguide.py
+          cd docs
+          jb build .

taxcalc-4.2.0/.github/workflows/deploy_jupyterbook.yml

@@ -0,0 +1,38 @@
+name: Build and Deploy Jupyter Book
+on:
+  push:
+    branches:
+      - master
+jobs:
+  build-and-deploy:
+    if: github.repository == 'PSLmodels/Tax-Calculator'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v2 # If you're using actions/checkout@v2 you must set persist-credentials to false in most cases for the deployment to work correctly.
+        with:
+          persist-credentials: false
+
+      - name: Setup Miniconda
+        uses: conda-incubator/setup-miniconda@v2
+        with:
+          activate-environment: taxcalc-dev
+          environment-file: environment.yml
+          python-version: 3.11
+          auto-activate-base: false
+
+      - name: Build # Build Jupyter Book
+        shell: bash -l {0}
+        run: |
+          pip install jupyter-book
+          conda install -c pslmodels behresp
+          pip install -e .
+          cd docs
+          jb build .
+
+      - name: Deploy
+        uses: JamesIves/github-pages-deploy-action@releases/v3
+        with:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          BRANCH: gh-pages # The branch the action should deploy to.
+          FOLDER: docs/_build/html # The folder the action should deploy.

taxcalc-4.2.0/.github/workflows/deploy_parameters_docs.yml

@@ -0,0 +1,39 @@
+name: Build and Deploy Jupyter Book with Parameter Documentation
+on:
+  release:
+    types: [published]
+
+jobs:
+  build-and-deploy:
+    if: github.repository == 'PSLmodels/Tax-Calculator'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v2 # If you're using actions/checkout@v2 you must set persist-credentials to false in most cases for the deployment to work correctly.
+        with:
+          persist-credentials: false
+
+      - name: Setup Miniconda
+        uses: conda-incubator/setup-miniconda@v2
+        with:
+          activate-environment: taxcalc-dev
+          environment-file: environment.yml
+          python-version: 3.11
+          auto-activate-base: false
+
+      - name: Build # Build Jupyter Book
+        shell: bash -l {0}
+        run: |
+          pip install jupyter-book
+          conda install -c pslmodels behresp
+          pip install -e .
+          python docs/guide/make/make_uguide.py
+          cd docs
+          jb build .
+
+      - name: Deploy
+        uses: JamesIves/github-pages-deploy-action@releases/v3
+        with:
+          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+          BRANCH: gh-pages # The branch the action should deploy to.
+          FOLDER: docs/_build/html # The folder the action should deploy.

taxcalc-4.2.0/.gitignore

@@ -0,0 +1,27 @@
+# Byte-compiled / optimized / DLL files
+__pycache__/
+*.py[cod]
+
+# Unit test / coverage reports
+.pytest_cache/
+htmlcov/
+.coverage
+
+# Sphinx documentation
+read-the-docs/_build/
+
+# Mac OS X
+*.DS_Store
+
+# IRS-SOI PUF data file
+puf.csv
+tmd.csv
+
+# Jupyter notebook checkpoints
+*.ipynb_checkpoints*
+
+# Built documentation
+docs/_build/
+
+# Validation files
+taxcalc/validation/taxsim35/actual_differences/

taxcalc-4.2.0/Makefile

@@ -0,0 +1,128 @@
+# GNU Makefile that documents and automates common development operations
+#              using the GNU make tool (version >= 3.81)
+# Development is typically conducted on Linux or Max OS X (with the Xcode
+#              command-line tools installed), so this Makefile is designed
+#              to work in that environment (and not on Windows).
+# USAGE: Tax-Calculator$ make [TARGET]
+
+.PHONY=help
+help:
+	@echo "USAGE: make [TARGET]"
+	@echo "TARGETS:"
+	@echo "help       : show help message"
+	@echo "clean      : remove .pyc files and local taxcalc package"
+	@echo "package    : build and install local package"
+	@echo "pytest-cps : generate report for and cleanup after"
+	@echo "             pytest -m 'not requires_pufcsv and not requires_tmdcsv and not pre_release'"
+	@echo "pytest     : generate report for and cleanup after"
+	@echo "             pytest -m 'not pre_release'"
+	@echo "pytest-all : generate report for and cleanup after"
+	@echo "             pytest -m ''"
+	@echo "tctest     : generate report for and cleanup after"
+	@echo "             tc --test"
+	@echo "tctest-jit : generate report for and cleanup after"
+	@echo "             tc --test when environment var NOTAXCALCJIT is set"
+	@echo "cstest     : generate coding-style errors using the"
+	@echo "             pycodestyle (nee pep8) and pylint tools"
+	@echo "coverage   : generate test coverage report"
+	@echo "git-sync   : synchronize local, origin, and upstream Git repos"
+	@echo "git-pr N=n : create local pr-n branch containing upstream PR"
+
+.PHONY=clean
+clean:
+	@find . -name *pyc -exec rm {} \;
+	@find . -name *cache -maxdepth 1 -exec rm -r {} \;
+	@pip uninstall taxcalc --yes --quiet 2>&1 > /dev/null
+
+.PHONY=package
+package:
+	@pip install -e .
+
+define pytest-setup
+rm -f taxcalc/tests/reforms_actual_init
+endef
+
+define pytest-cleanup
+find . -name *cache -maxdepth 1 -exec rm -r {} \;
+rm -f df-??-#-*
+rm -f tmp??????-??-#-tmp*
+endef
+
+.PHONY=pytest-cps
+pytest-cps:
+	@$(pytest-setup)
+	@cd taxcalc ; pytest -n4 --disable-warnings --durations=0 --durations-min=2 -m "not requires_pufcsv and not requires_tmdcsv and not pre_release"
+	@$(pytest-cleanup)
+
+.PHONY=pytest
+pytest:
+	@$(pytest-setup)
+	@cd taxcalc ; pytest -n4 --disable-warnings --durations=0 --durations-min=2 -m "not pre_release"
+	@$(pytest-cleanup)
+
+.PHONY=pytest-all
+pytest-all:
+	@$(pytest-setup)
+	@cd taxcalc ; pytest -n4 --disable-warnings --durations=0 --durations-min=2 -m ""
+	@$(pytest-cleanup)
+
+define tctest-cleanup
+rm -f test.csv
+rm -f test-18-*
+pip uninstall taxcalc --yes --quiet 2>&1 > /dev/null
+endef
+
+.PHONY=tctest
+tctest: package
+	tc --test
+	@$(tctest-cleanup)
+
+.PHONY=tctest-jit
+tctest-jit:
+	@./tctest-nojit.sh
+
+TOPLEVEL_JSON_FILES := $(shell ls -l ./*json | awk '{print $$9}')
+TAXCALC_JSON_FILES := $(shell ls -l ./taxcalc/*json | awk '{print $$9}')
+TESTS_JSON_FILES := $(shell ls -l ./taxcalc/tests/*json | awk '{print $$9}')
+PYLINT_FILES := $(shell grep -rl --include="*py" disable=locally-disabled .)
+PYLINT_OPTIONS = --disable=locally-disabled --score=no --jobs=4
+RECIPE_FILES := $(shell ls -l ./docs/recipes/recipe*.ipynb | awk '{print $$9}')
+PYLINT_IGNORE = C0103,C0111,E0401,E1120,R0913,R0914,W0401,W0614
+RECIPE_OPTIONS = --disable=$(PYLINT_IGNORE) --score=no --jobs=4
+
+.PHONY=cstest
+cstest:
+	-pycodestyle .
+	@-pycodestyle --ignore=E501,E121 $(TOPLEVEL_JSON_FILES)
+	@-pycodestyle --ignore=E501,E121 $(TAXCALC_JSON_FILES)
+	@-pycodestyle --ignore=E501,E121 $(TESTS_JSON_FILES)
+	@-pylint $(PYLINT_OPTIONS) $(PYLINT_FILES)
+	@-pylint $(RECIPE_OPTIONS) $(RECIPE_FILES)
+
+define coverage-cleanup
+rm -f .coverage htmlcov/*
+endef
+
+COVMARK = "not requires_pufcsv and not requires_tmdcsv and not pre_release"
+
+OS := $(shell uname -s)
+
+.PHONY=coverage
+coverage:
+	@$(coverage-cleanup)
+	@coverage run -m pytest -v -m $(COVMARK) > /dev/null
+	@coverage html --ignore-errors
+ifeq ($(OS), Darwin) # on Mac OS X
+	@open htmlcov/index.html
+else
+	@echo "Open htmlcov/index.html in browser to view report"
+endif
+	@$(pytest-cleanup)
+
+.PHONY=git-sync
+git-sync:
+	@./gitsync
+
+.PHONY=git-pr
+git-pr:
+	@./gitpr $(N)

{taxcalc-4.1.0/taxcalc.egg-info → taxcalc-4.2.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.1
 Name: taxcalc
-Version: 4.1.0
+Version: 4.2.0
 Summary: taxcalc
 Home-page: https://github.com/PSLmodels/Tax-Calculator
 Download-URL: https://github.com/PSLmodels/Tax-Calculator

taxcalc-4.2.0/PSL_catalog.json

@@ -0,0 +1,29 @@
+{
+    "name": "Tax-Calculator",
+    "img": "",
+    "banner_title": "Tax-Calculator",
+    "banner_subtitle": "USA Federal Individual Income and Payroll Tax Microsimulation Model",
+    "detailed_description": "Tax-Calculator is an open-source microsimulation model for static analysis of USA federal income and payroll taxes.",
+    "policy_area": "Tax Microsimulation, Revenue Estimation, Distributional Analysis",
+    "geography": "United States",
+    "language": "Python",
+    "maintainers": [
+        {
+            "name": "Jason DeBacker",
+            "image": "https://github.com/jdebacker.png",
+            "link": "https://github.com/jdebacker"
+        },
+        {
+            "name": "Matthew Jensen",
+            "image": "https://avatars.githubusercontent.com/u/8301092?v=4",
+            "link": "https://github.com/MattHJensen/"
+        }
+    ],
+    "links": {
+      "code_repository": "https://github.com/PSLmodels/Tax-Calculator",
+      "user_documentation": "https://taxcalc.pslmodels.org/",
+      "contributor_documentation": "https://taxcalc.pslmodels.org/contributing/contributor_guide.html",
+      "webapp": "",
+      "recent_changes": "https://taxcalc.pslmodels.org/about/releases.html"
+    }
+}

taxcalc-4.2.0/codecov.yml

@@ -0,0 +1,25 @@
+codecov:
+  require_ci_to_pass: yes
+
+coverage:
+  precision: 2
+  round: down
+  range: "70...100"
+
+parsers:
+  gcov:
+    branch_detection:
+      conditional: yes
+      loop: yes
+      method: no
+      macro: no
+
+comment:
+  layout: "reach, diff, flags, files"
+  behavior: default
+  require_changes: false
+
+ignore:
+  - "setup.py"
+  - "ppp.py"
+  - "extend_tcja.py"

taxcalc-4.2.0/conda.recipe/bld.bat

@@ -0,0 +1,5 @@
+@echo off
+
+SET BLD_DIR=%CD%
+cd /D "%RECIPE_DIR%\.."
+"%PYTHON%" setup.py install

taxcalc-4.2.0/conda.recipe/build.sh

@@ -0,0 +1,10 @@
+#!/bin/bash
+
+BLD_DIR=`pwd`
+
+# Recipe and source are stored together
+SRC_DIR=$RECIPE_DIR/..
+pushd $SRC_DIR
+
+$PYTHON setup.py install
+popd

taxcalc-4.2.0/conda.recipe/meta.yaml

@@ -0,0 +1,39 @@
+package:
+  name: taxcalc
+  version: 0.0.0
+
+build:
+  entry_points:
+    - tc = taxcalc.cli.tc:cli_tc_main
+
+requirements:
+  build:
+    - "python>=3.9, <3.13"
+    - "numpy>=1.20"
+    - "pandas>=2.2"
+    - "bokeh>=2.4"
+    - "paramtools>=0.18.2"
+    - numba
+    - curl
+    - openpyxl
+    - behresp
+
+  run:
+    - "python>=3.9, <3.13"
+    - "numpy>=1.20"
+    - "pandas>=2.2"
+    - "bokeh>=2.4"
+    - "paramtools>=0.18.2"
+    - numba
+    - curl
+    - openpyxl
+    - behresp
+
+test:
+  commands:
+    - which tc  # [unix]
+    - where tc  # [win]
+    - tc --help
+
+about:
+  home: https://github.com/PSLmodels/Tax-Calculator

taxcalc-4.2.0/csv_show.sh

@@ -0,0 +1,26 @@
+#!/bin/bash
+if [[ "$#" -ne 2 ]]; then
+    echo "csv_show.sh prints all non-zero CSV file column values for RECID"
+    echo "ERROR: must specify exactly two command-line arguments"
+    echo "USAGE: ./csv_show.sh FILENAME RECID"
+    exit 1
+fi
+awk -F, '
+BEGIN {
+    recid_varnum = 0
+}
+NR == 1 {
+    for ( i = 1; i <= NF; i++ ) {
+        varname[i] = $i
+        if ( $i == "RECID" ) recid_varnum = i
+    }
+}
+$recid_varnum == id {
+    for ( i = 1; i <= NF; i++ ) {
+        if ( $i != 0 ) {
+            print i, varname[i], $i
+        }
+    }
+    exit
+}
+' id=$2 $1

taxcalc-4.2.0/csv_vars.sh

@@ -0,0 +1,10 @@
+#!/bin/bash
+if [[ "$#" -ne 1 ]]; then
+    echo "csv_vars.sh prints all CSV file column numbers and names"
+    echo "ERROR: number of command-line arguments not equal to one"
+    echo "USAGE: ./csv_vars.sh FILENAME"
+    exit 1
+fi
+awk -F, '
+NR == 1 { for( i = 1; i <= NF; i++ ) print i, $i }
+' $1

taxcalc-4.2.0/docs/PSL.svg

@@ -0,0 +1,49 @@
+<!DOCTYPE svg PUBLIC "-//W3C//DTD SVG 20010904//EN" "http://www.w3.org/TR/2001/REC-SVG-20010904/DTD/svg10.dtd">
+<svg version="1.0" xmlns="http://www.w3.org/2000/svg" width="1389px" height="581px" viewBox="0 0 13890 5810" preserveAspectRatio="xMidYMid meet">
+<g id="layer101" fill="#09517e" stroke="none">
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taxcalc-4.2.0/docs/_config.yml

@@ -0,0 +1,27 @@
+# Book settings
+title: Tax-Calculator
+author: Policy Simulation Library
+logo: PSL.svg
+exclude_patterns: [guide/make, guide/templates, recipes/md_src, '**/README.md']
+repository:
+  url: https://github.com/PSLmodels/Tax-Calculator
+  path_to_book: docs
+  branch: master
+html:
+  use_edit_page_button: true
+  use_repository_button: true
+  use_issues_button: true
+launch_buttons:
+  colab_url: "https://colab.research.google.com"
+  binderhub_url: "https://mybinder.org"
+  notebook_interface: "classic" # or "jupyterlab"
+execute:
+  timeout: -1
+
+  #######################################################################################
+# Advanced and power-user settings
+sphinx:
+  extra_extensions          : ['sphinx.ext.autodoc', 'sphinx.ext.mathjax',
+                               'sphinx.ext.viewcode', 'sphinx.ext.napoleon',
+                               'alabaster']   # A list of extra extensions to load by Sphinx.
+  config                    :   # key-value pairs to directly over-ride the Sphinx configuration

taxcalc-4.2.0/docs/_toc.yml

@@ -0,0 +1,60 @@
+format: jb-book
+root: index
+parts:
+- caption: Usage
+  chapters:
+  - file: usage/starting
+  - file: usage/overview
+  - file: usage/data
+  - file: guide/index
+    sections:
+    - file: guide/python_interface
+    - file: guide/cli
+    - file: guide/policy_params
+    - file: guide/input_vars
+    - file: guide/output_vars
+    - file: guide/assumption_params
+  - file: recipes/index
+    sections:
+    - file: recipes/recipe00
+    - file: recipes/recipe01
+    - file: recipes/recipe02
+    - file: recipes/recipe03
+    - file: recipes/recipe04
+    - file: recipes/recipe04_pandas
+    - file: recipes/recipe05
+    - file: recipes/recipe06
+  - file: usage/tcja_after_2025
+- caption: About
+  chapters:
+  - file: about/history
+  - file: about/releases
+  - file: about/roadmap
+  - file: about/LICENSE
+- caption: Contributing
+  chapters:
+  - file: contributing/contributor_guide
+  - file: contributing/pr_workflow
+  - file: contributing/param_naming
+  - file: contributing/testing
+  - file: contributing/RELEASING
+- caption: API
+  chapters:
+  - file: api/public_api
+    sections:
+    - file: api/calcfunctions
+    - file: api/calculator
+    - file: api/consumption
+    - file: api/data
+    - file: api/decorators
+    - file: api/growdiff
+    - file: api/growfactors
+    - file: api/parameters
+    - file: api/policy
+    - file: api/records
+    - file: api/taxcalcio
+    - file: api/utils
+    - file: api/utilsprvt
+- caption: Tax-Calculator use cases
+  chapters:
+  - file: use_cases

taxcalc-4.2.0/docs/about/LICENSE.md

@@ -0,0 +1,22 @@
+License
+=======
+
+The Tax-Calculator project is in the public domain within the United States.
+
+Additionally, we waive copyright and related rights in the work worldwide through the CC0 1.0 Universal public domain dedication.
+
+## CC0 1.0 Universal Summary
+
+The text below is a human-readable summary of the [Legal Code](https://creativecommons.org/publicdomain/zero/1.0/legalcode):
+
+_No Copyright_
+
+The person who associated a work with this deed has dedicated the work to the public domain by waiving all of his or her rights to the work worldwide under copyright law, including all related and neighboring rights, to the extent allowed by law.
+
+You can copy, modify, distribute and perform the work, even for commercial purposes, all without asking permission.
+
+_Other Information_
+
+In no way are the patent or trademark rights of any person affected by CC0, nor are the rights that other persons may have in the work or in how the work is used, such as publicity or privacy rights.
+
+Unless expressly stated otherwise, the person who associated a work with this deed makes no warranties about the work, and disclaims liability for all uses of the work, to the fullest extent permitted by applicable law. When using or citing the work, you should not imply endorsement by the author or the affirmer.