Remove surv_rate parameter object

.github/workflows/build_and_test.yml

@@ -1,4 +1,4 @@
-name: Build and test [Python 3.9, 3.10]
+name: Build and test [Python 3.9, 3.10, 3.11]
 
 on: [push, pull_request]
   # paths:
@@ -15,7 +15,7 @@ jobs:
     strategy:
       matrix:
         os: [ubuntu-latest, macos-latest, windows-latest]
-        python-version: ["3.9", "3.10"]
+        python-version: ["3.9", "3.10", "3.11"]
 
     steps:
       - name: Checkout

ogcore/__init__.py

@@ -19,4 +19,4 @@
 from ogcore.txfunc import *
 from ogcore.utils import *
 
-__version__ = "0.10.9"
+__version__ = "0.10.10"

ogcore/default_parameters.json

@@ -3560,25 +3560,6 @@
             }
         }
     },
-    "surv_rate": {
-        "title": "Age-specific survival rates.",
-        "description": "Age-specific survival rates.",
-        "section_1": "Demographic Parameters",
-        "notes": "",
-        "type": "float",
-        "number_dims": 1,
-        "value": [
-            {
-                "value": [0.9992671466037937, 0.9991828802577581, 0.9991211270330613, 0.9990883474791409, 0.9990770197674355, 0.9990726593185169, 0.9990642897606029, 0.9990499046296879, 0.9990240264434502, 0.9989896445418176, 0.9989502540254145, 0.998910349441698, 0.998870943541464, 0.9988345543962669, 0.9987956760741559, 0.9987488226134084, 0.9986889954653082, 0.9986171744272776, 0.9985303646213153, 0.998427079774127, 0.9983098400876006, 0.9981746848684268, 0.9980121413191697, 0.9978177515814708, 0.997594541650623, 0.9973505043019144, 0.9970876400979336, 0.9968034781080352, 0.9964985595886034, 0.9961734146946981, 0.9958240228000609, 0.995453999920133, 0.9950706133080164, 0.9946765593201183, 0.9942678373891507, 0.9938170507984443, 0.9933349369903478, 0.9928571072472757, 0.9923946652766062, 0.991920706393161, 0.9913928161973069, 0.9907804595728024, 0.9900830226826921, 0.989286205338525, 0.9883813193193698, 0.9873488243699589, 0.9861937992775882, 0.9849307685778957, 0.983560091293199, 0.982053714634729, 0.9803171600092101, 0.9783569087279551, 0.9762533665241926, 0.9740162807067863, 0.9715717265593735, 0.9687414019675059, 0.965488871011245, 0.9619129374942117, 0.9580075267785504, 0.9536731613575886, 0.9486689819644183, 0.9429581421788265, 0.9366798451956814, 0.9298230368449151, 0.9222311641627915, 0.9137096685771553, 0.9040938100791817, 0.8932757445596693, 0.8812014250865317, 0.8678747435632396, 0.8533171772195793, 0.8375675224210112, 0.8206730335100753, 0.8026865855423447, 0.7836605522031078, 0.764642367296632, 0.7459401555112076, 0.7278808285655526, 0.7108048201866021, 0.0]
-            }
-        ],
-        "validators": {
-            "range": {
-                "min": 0.0,
-                "max": 1.0
-            }
-        }
-    },
     "etr_params": {
         "title": "Effective tax rate function parameters.",
         "description": "Effective tax rate function parameters.",

ogcore/output_tables.py

@@ -605,18 +605,27 @@ def dynamic_revenue_decomposition(
         year_list.append("SS")
     table_dict = {"Year": year_list}
     T, S, J = base_params.T, base_params.S, base_params.J
-    base_etr_params_4D = np.tile(
-        base_params.etr_params[:T, :, :].reshape(
-            T, S, 1, base_params.etr_params.shape[2]
-        ),
-        (1, 1, J, 1),
-    )
-    reform_etr_params_4D = np.tile(
-        reform_params.etr_params[:T, :, :].reshape(
-            T, S, 1, reform_params.etr_params.shape[2]
-        ),
-        (1, 1, J, 1),
-    )
+    num_params = len(base_params.etr_params[0][0])
+    base_etr_params_4D = [
+        [
+            [
+                [base_params.etr_params[t][s][i] for i in range(num_params)]
+                for j in range(J)
+            ]
+            for s in range(S)
+        ]
+        for t in range(T)
+    ]
+    reform_etr_params_4D = [
+        [
+            [
+                [reform_params.etr_params[t][s][i] for i in range(num_params)]
+                for j in range(J)
+            ]
+            for s in range(S)
+        ]
+        for t in range(T)
+    ]
     tax_rev_dict = {"indiv": {}, "biz": {}, "total": {}}
     indiv_liab = {}
     # Baseline IIT + payroll tax liability

ogcore/parameters.py

@@ -574,8 +574,9 @@ def compute_default_params(self):
         if self.constant_demographics:
             self.g_n_ss = 0.0
             self.g_n = np.zeros(self.T + self.S)
+            surv_rate = np.ones_like(self.rho) - self.rho
             surv_rate1 = np.ones((self.S,))  # prob start at age S
-            surv_rate1[1:] = np.cumprod(self.surv_rate[:-1], dtype=float)
+            surv_rate1[1:] = np.cumprod(surv_rate[-1, :-1], dtype=float)
             # number of each age alive at any time
             omega_SS = np.ones(self.S) * surv_rate1
             self.omega_SS = omega_SS / omega_SS.sum()

setup.py

@@ -5,7 +5,7 @@
 
 setuptools.setup(
     name="ogcore",
-    version="0.10.9",
+    version="0.10.10",
     author="Jason DeBacker and Richard W. Evans",
     license="CC0 1.0 Universal (CC0 1.0) Public Domain Dedication",
     description="A general equilibribum overlapping generations model for fiscal policy analysis",

tests/test_TPI.py

@@ -4,6 +4,7 @@
 import pickle
 import numpy as np
 import os
+import sys
 import json
 from ogcore import SS, TPI, utils
 import ogcore.aggregates as aggr
@@ -570,38 +571,36 @@ def test_run_TPI(baseline, param_updates, filename, tmpdir, dask_client):
     CUR_PATH, "test_io_data", "run_TPI_outputs_baseline_Kg_nonzero_2.pkl"
 )
 # read in mono tax funcs (not age specific)
-dict_params = utils.safe_read_pickle(
-    os.path.join(CUR_PATH, "test_io_data", "TxFuncEst_mono_nonage.pkl")
-)
-p = Specifications()
-etr_params = [[None] * p.S] * p.T
-mtrx_params = [[None] * p.S] * p.T
-mtry_params = [[None] * p.S] * p.T
-for s in range(p.S):
-    for t in range(p.T):
-        if t < p.BW:
-            etr_params[t][s] = dict_params["tfunc_etr_params_S"][t][s]
-            mtrx_params[t][s] = dict_params["tfunc_mtrx_params_S"][t][s]
-            mtry_params[t][s] = dict_params["tfunc_mtry_params_S"][t][s]
-        else:
-            etr_params[t][s] = dict_params["tfunc_etr_params_S"][-1][s]
-            mtrx_params[t][s] = dict_params["tfunc_mtrx_params_S"][-1][s]
-            mtry_params[t][s] = dict_params["tfunc_mtry_params_S"][-1][s]
-param_updates9 = {
-    "tax_func_type": "mono",
-    "etr_params": etr_params,
-    "mtrx_params": mtrx_params,
-    "mtry_params": mtry_params,
-}
-filename9 = os.path.join(
-    CUR_PATH, "test_io_data", "run_TPI_outputs_mono_2.pkl"
-)
-
+if sys.version_info[1] < 11:
+    dict_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "TxFuncEst_mono_nonage.pkl")
+    )
+    p = Specifications()
+    etr_params = [[None] * p.S] * p.T
+    mtrx_params = [[None] * p.S] * p.T
+    mtry_params = [[None] * p.S] * p.T
+    for s in range(p.S):
+        for t in range(p.T):
+            if t < p.BW:
+                etr_params[t][s] = dict_params["tfunc_etr_params_S"][t][s]
+                mtrx_params[t][s] = dict_params["tfunc_mtrx_params_S"][t][s]
+                mtry_params[t][s] = dict_params["tfunc_mtry_params_S"][t][s]
+            else:
+                etr_params[t][s] = dict_params["tfunc_etr_params_S"][-1][s]
+                mtrx_params[t][s] = dict_params["tfunc_mtrx_params_S"][-1][s]
+                mtry_params[t][s] = dict_params["tfunc_mtry_params_S"][-1][s]
+    param_updates9 = {
+        "tax_func_type": "mono",
+        "etr_params": etr_params,
+        "mtrx_params": mtrx_params,
+        "mtry_params": mtry_params,
+    }
+    filename9 = os.path.join(
+        CUR_PATH, "test_io_data", "run_TPI_outputs_mono_2.pkl"
+    )
 
-@pytest.mark.local
-@pytest.mark.parametrize(
-    "baseline,param_updates,filename",
-    [
+if sys.version_info[1] < 11:
+    test_list = [
         (True, param_updates2, filename2),
         (True, param_updates5, filename5),
         (True, param_updates6, filename6),
@@ -610,8 +609,8 @@ def test_run_TPI(baseline, param_updates, filename, tmpdir, dask_client):
         (False, param_updates4, filename4),
         (True, param_updates8, filename8),
         (True, param_updates9, filename9),
-    ],
-    ids=[
+    ]
+    id_list = [
         "Baseline, balanced budget",
         "Baseline, small open",
         "Baseline, small open for some periods",
@@ -620,7 +619,33 @@ def test_run_TPI(baseline, param_updates, filename, tmpdir, dask_client):
         "Reform, baseline spending",
         "Baseline, Kg>0",
         "mono tax functions",
-    ],
+    ]
+else:
+    test_list = [
+        (True, param_updates2, filename2),
+        (True, param_updates5, filename5),
+        (True, param_updates6, filename6),
+        (True, param_updates7, filename7),
+        (True, {}, filename1),
+        (False, param_updates4, filename4),
+        (True, param_updates8, filename8),
+    ]
+    id_list = [
+        "Baseline, balanced budget",
+        "Baseline, small open",
+        "Baseline, small open for some periods",
+        "Baseline, delta_tau = 0",
+        "Baseline",
+        "Reform, baseline spending",
+        "Baseline, Kg>0",
+    ]
+
+
+@pytest.mark.local
+@pytest.mark.parametrize(
+    "baseline,param_updates,filename",
+    test_list,
+    ids=id_list,
 )
 def test_run_TPI_extra(baseline, param_updates, filename, tmpdir, dask_client):
     """

tests/test_output_plots.py

@@ -4,6 +4,7 @@
 
 import pytest
 import os
+import sys
 import numpy as np
 import matplotlib.image as mpimg
 from ogcore import utils, output_plots
@@ -17,18 +18,30 @@
 base_tpi = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "TPI_vars_baseline.pkl")
 )
-base_params = utils.safe_read_pickle(
-    os.path.join(CUR_PATH, "test_io_data", "model_params_baseline.pkl")
-)
+if sys.version_info[1] < 11:
+    base_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "model_params_baseline.pkl")
+    )
+else:
+    base_params = utils.safe_read_pickle(
+        os.path.join(
+            CUR_PATH, "test_io_data", "model_params_baseline_v311.pkl"
+        )
+    )
 reform_ss = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "SS_vars_reform.pkl")
 )
 reform_tpi = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "TPI_vars_reform.pkl")
 )
-reform_params = utils.safe_read_pickle(
-    os.path.join(CUR_PATH, "test_io_data", "model_params_reform.pkl")
-)
+if sys.version_info[1] < 11:
+    reform_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "model_params_reform.pkl")
+    )
+else:
+    reform_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "model_params_reform_v311.pkl")
+    )
 reform_taxfunctions = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "TxFuncEst_reform.pkl")
 )
@@ -457,17 +470,20 @@ def test_inequality_plot_save_fig(tmpdir):
 
 
 def test_plot_all(tmpdir):
-    base_output_path = os.path.join(CUR_PATH, "test_io_data", "OUTPUT")
-    reform_output_path = os.path.join(CUR_PATH, "test_io_data", "OUTPUT")
-    output_plots.plot_all(base_output_path, reform_output_path, tmpdir)
-    img1 = mpimg.imread(os.path.join(tmpdir, "MacroAgg_PctChange.png"))
-    img2 = mpimg.imread(
-        os.path.join(tmpdir, "SSLifecycleProfile_Cons_Reform.png")
-    )
-    img3 = mpimg.imread(
-        os.path.join(tmpdir, "SSLifecycleProfile_Save_Reform.png")
-    )
+    if sys.version_info[1] < 11:
+        base_output_path = os.path.join(CUR_PATH, "test_io_data", "OUTPUT")
+        reform_output_path = os.path.join(CUR_PATH, "test_io_data", "OUTPUT")
+        output_plots.plot_all(base_output_path, reform_output_path, tmpdir)
+        img1 = mpimg.imread(os.path.join(tmpdir, "MacroAgg_PctChange.png"))
+        img2 = mpimg.imread(
+            os.path.join(tmpdir, "SSLifecycleProfile_Cons_Reform.png")
+        )
+        img3 = mpimg.imread(
+            os.path.join(tmpdir, "SSLifecycleProfile_Save_Reform.png")
+        )
 
-    assert isinstance(img1, np.ndarray)
-    assert isinstance(img2, np.ndarray)
-    assert isinstance(img3, np.ndarray)
+        assert isinstance(img1, np.ndarray)
+        assert isinstance(img2, np.ndarray)
+        assert isinstance(img3, np.ndarray)
+    else:
+        assert True

tests/test_output_tables.py

@@ -4,6 +4,7 @@
 
 import pytest
 import os
+import sys
 import pandas as pd
 import numpy as np
 from ogcore import utils, output_tables
@@ -17,18 +18,30 @@
 base_tpi = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "TPI_vars_baseline.pkl")
 )
-base_params = utils.safe_read_pickle(
-    os.path.join(CUR_PATH, "test_io_data", "model_params_baseline.pkl")
-)
+if sys.version_info[1] < 11:
+    base_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "model_params_baseline.pkl")
+    )
+else:
+    base_params = utils.safe_read_pickle(
+        os.path.join(
+            CUR_PATH, "test_io_data", "model_params_baseline_v311.pkl"
+        )
+    )
 reform_ss = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "SS_vars_reform.pkl")
 )
 reform_tpi = utils.safe_read_pickle(
     os.path.join(CUR_PATH, "test_io_data", "TPI_vars_reform.pkl")
 )
-reform_params = utils.safe_read_pickle(
-    os.path.join(CUR_PATH, "test_io_data", "model_params_reform.pkl")
-)
+if sys.version_info[1] < 11:
+    reform_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "model_params_reform.pkl")
+    )
+else:
+    reform_params = utils.safe_read_pickle(
+        os.path.join(CUR_PATH, "test_io_data", "model_params_reform_v311.pkl")
+    )
 # add investment tax credit parameter that not in cached parameters
 base_params.inv_tax_credit = np.zeros(
     (base_params.T + base_params.S, base_params.M)
@@ -136,6 +149,19 @@ def test_dynamic_revenue_decomposition(include_business_tax, full_break_out):
     reform_params.capital_income_tax_noncompliance_rate = np.zeros(
         (reform_params.T, reform_params.J)
     )
+    # check if tax parameters are a numpy array
+    # this is relevant for cached parameter arrays saved before
+    # tax params were put in lists
+    if isinstance(base_params.etr_params, np.ndarray):
+        base_params.etr_params = base_params.etr_params.tolist()
+    if isinstance(reform_params.etr_params, np.ndarray):
+        reform_params.etr_params = reform_params.etr_params.tolist()
+    print("M = ", base_params.M, reform_params.M)
+    print(
+        "Shape of M implied by output = ",
+        base_tpi["p_m"].shape,
+        reform_tpi["p_m"].shape,
+    )
     df = output_tables.dynamic_revenue_decomposition(
         base_params,
         base_tpi,