From 8047380eb2136a742f283a78d68d5e921408d128 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 2 Nov 2026 08:02:51 -0500 Subject: [PATCH 1/9] Add a SHA-pinned registry for US local-jurisdiction flags policyengine-us declares in_denver, in_yonkers, in_wilmington and pa_philadelphia_wage_tax_resident as inputs with no formula. The registry maps each to its 2020 county (Denver 08031, Philadelphia 42101) or place (Yonkers 36/84000, Wilmington 10/77580), checked against the 2020 Gazetteer, P.L. 94-171 P1_001N and block ladders 7ba39b95 and 6840b990. Co-Authored-By: Claude Opus 5.5 --- .../build/us_runtime/local_jurisdictions.py | 663 ++++++++++++++++++ .../us_runtime/us_local_jurisdictions.json | 190 +++++ .../verify_us_local_jurisdiction_registry.py | 265 +++++++ 3 files changed, 1118 insertions(+) create mode 100644 packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py create mode 100644 packages/microcosm-build/src/microcosm/build/us_runtime/us_local_jurisdictions.json create mode 100644 tools/verify_us_local_jurisdiction_registry.py diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py new file mode 100644 index 0000000000..b2c799d895 --- /dev/null +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py @@ -0,0 +1,663 @@ +"""US local-jurisdiction flags derived from household geography. + +policyengine-us 2.2.1 declares a few local-tax jurisdictions as plain inputs +with no formula, so they default to ``False`` unless the dataset writes them: + +- ``in_denver`` (household): read by the Denver property-tax-relief + eligibility variables; +- ``in_yonkers`` (household): read by ``ny_yonkers_income_tax`` (the resident + surcharge); +- ``in_wilmington`` (household): read by ``de_wilmington_earned_income_tax``; +- ``pa_philadelphia_wage_tax_resident`` (person): read by + ``pa_philadelphia_wage_tax`` to pick the resident rate. + +Local flags with a ``county_str`` formula (``in_nyc``, ``in_la`` and the +rest) need nothing: the engine computes them from ``county_fips``. + +The packaged registry ``us_local_jurisdictions.json`` maps each input-only +flag to one 2020 geography, and its SHA-256 is pinned here: + +- rule ``county``: the flag is true exactly when ``county_fips`` equals the + registry county (Denver ``08031``; Philadelphia ``42101``); +- rule ``place``: the flag is true exactly when the household's state (the + first two digits of ``county_fips``) and ``place_fips`` equal the registry + state and 2020 place code (Yonkers city ``36``/``84000``; Wilmington city + ``10``/``77580``). Place codes are unique only within a state, so the state + is part of the match. + +A geography line derives the flags from the rungs it actually writes. The +block ladder (and the block-location draw) writes county and place from one +block, so every flag is derived. The PUMA ladder writes a county but no +place, so the place-rule flags are *unavailable* there: the line never writes +them (any stale column is removed) and its receipt records them as +unavailable with the reason, rather than writing ``False``. +""" + +from __future__ import annotations + +import hashlib +import json +from collections.abc import Collection, Mapping +from dataclasses import dataclass +from functools import cache +from importlib.resources import files +from pathlib import Path +from typing import Any + +import numpy as np +import pandas as pd + +from microcosm.frame import US_SCHEMA, Frame + +US_LOCAL_JURISDICTION_REGISTRY_RESOURCE = "us_local_jurisdictions.json" +#: SHA-256 of the packaged registry; :func:`packaged_us_local_jurisdiction_registry` +#: refuses any other bytes. +US_LOCAL_JURISDICTION_REGISTRY_SHA256 = ( + "45035eee30beddc0bccceadc7a00363635b0c9012662bf722435ee83243a053c" +) +US_LOCAL_JURISDICTION_REGISTRY_KIND = "us_local_jurisdiction_registry" +US_LOCAL_JURISDICTION_REGISTRY_SCHEMA_VERSION = 1 + +#: Geography rungs a line can supply. ``county`` needs ``county_fips``; +#: ``place`` needs ``place_fips`` (and the county's state prefix). +JURISDICTION_RUNG_COUNTY = "county" +JURISDICTION_RUNG_PLACE = "place" +JURISDICTION_RUNGS = (JURISDICTION_RUNG_COUNTY, JURISDICTION_RUNG_PLACE) +#: What the block ladder and the block-location draw write. +BLOCK_GEOGRAPHY_RUNGS = JURISDICTION_RUNGS +#: What the PUMA ladder writes. +PUMA_GEOGRAPHY_RUNGS = (JURISDICTION_RUNG_COUNTY,) + +#: Receipt statuses. +JURISDICTION_FLAG_DERIVED = "derived" +JURISDICTION_FLAG_UNAVAILABLE = "unavailable" + +_ENTITIES = ("household", "person") +_REQUIRED_JURISDICTION_KEYS = ( + "flag", + "entity", + "jurisdiction", + "rule", + "state_fips", + "population_2020", +) + + +@dataclass(frozen=True) +class UsLocalJurisdiction: + """One input-only engine flag and the 2020 geography that decides it. + + Attributes: + flag: The policyengine-us input variable. + entity: ``household`` or ``person`` (a person flag is the person's + household's value). + jurisdiction: Human-readable name. + rule: ``county`` or ``place``; the rung the flag needs. + state_fips: Two-digit state FIPS. + county_fips: Five-digit county FIPS (rule ``county``). + place_fips: Five-digit 2020 place code within ``state_fips`` + (rule ``place``). + coextensive_place_fips: For a county-rule jurisdiction whose city is + the same area as the county, that city's place code; the + block-ladder check requires the two block sets to be identical. + population_2020: 2020 P.L. 94-171 population (``P1_001N``) of the + jurisdiction; the block-ladder check requires the ladder's blocks + to sum to it. + """ + + flag: str + entity: str + jurisdiction: str + rule: str + state_fips: str + county_fips: str | None + place_fips: str | None + coextensive_place_fips: str | None + population_2020: int + + @property + def geoid(self) -> str: + """The deciding geography's 2020 GEOID (county 5 digits, place 7).""" + + if self.rule == JURISDICTION_RUNG_COUNTY: + assert self.county_fips is not None + return self.county_fips + assert self.place_fips is not None + return self.state_fips + self.place_fips + + +@dataclass(frozen=True) +class UsLocalJurisdictionRegistry: + """The parsed registry plus the SHA-256 of the bytes it came from.""" + + jurisdictions: tuple[UsLocalJurisdiction, ...] + sha256: str + metadata: Mapping[str, Any] + + @property + def flags(self) -> tuple[str, ...]: + return tuple(item.flag for item in self.jurisdictions) + + def for_entity(self, entity: str) -> tuple[UsLocalJurisdiction, ...]: + return tuple(item for item in self.jurisdictions if item.entity == entity) + + +def load_us_local_jurisdiction_registry( + path: str | Path, + *, + expected_sha256: str | None = None, +) -> UsLocalJurisdictionRegistry: + """Load and validate a registry file, optionally pinning its SHA-256.""" + + payload = Path(path).read_bytes() + return _registry_from_bytes(payload, expected_sha256=expected_sha256) + + +@cache +def packaged_us_local_jurisdiction_registry() -> UsLocalJurisdictionRegistry: + """The packaged registry, refused unless its bytes match the pinned SHA-256.""" + + payload = ( + files("microcosm.build.us_runtime") + .joinpath(US_LOCAL_JURISDICTION_REGISTRY_RESOURCE) + .read_bytes() + ) + return _registry_from_bytes( + payload, expected_sha256=US_LOCAL_JURISDICTION_REGISTRY_SHA256 + ) + + +def _registry_from_bytes( + payload: bytes, + *, + expected_sha256: str | None, +) -> UsLocalJurisdictionRegistry: + digest = hashlib.sha256(payload).hexdigest() + if expected_sha256 is not None and digest != expected_sha256: + raise ValueError( + "US local-jurisdiction registry bytes do not match the pinned " + f"SHA-256: expected {expected_sha256}, observed {digest}." + ) + document = json.loads(payload) + if not isinstance(document, Mapping): + raise ValueError("US local-jurisdiction registry must be a JSON object.") + if document.get("kind") != US_LOCAL_JURISDICTION_REGISTRY_KIND: + raise ValueError( + "US local-jurisdiction registry kind must be " + f"{US_LOCAL_JURISDICTION_REGISTRY_KIND!r}, got {document.get('kind')!r}." + ) + if document.get("schema_version") != US_LOCAL_JURISDICTION_REGISTRY_SCHEMA_VERSION: + raise ValueError( + "US local-jurisdiction registry schema_version must be " + f"{US_LOCAL_JURISDICTION_REGISTRY_SCHEMA_VERSION}, got " + f"{document.get('schema_version')!r}." + ) + raw = document.get("jurisdictions") + if not isinstance(raw, list) or not raw: + raise ValueError("US local-jurisdiction registry has no jurisdictions.") + jurisdictions = tuple(_jurisdiction(item, index) for index, item in enumerate(raw)) + flags = [item.flag for item in jurisdictions] + if len(set(flags)) != len(flags): + raise ValueError(f"US local-jurisdiction registry repeats a flag: {flags}.") + if flags != sorted(flags): + raise ValueError( + f"US local-jurisdiction registry flags must be sorted: {flags}." + ) + geoids = [item.geoid for item in jurisdictions] + if len(set(geoids)) != len(geoids): + raise ValueError( + f"US local-jurisdiction registry repeats a geography: {geoids}." + ) + metadata = { + key: value for key, value in document.items() if key != "jurisdictions" + } + return UsLocalJurisdictionRegistry( + jurisdictions=jurisdictions, sha256=digest, metadata=metadata + ) + + +def _jurisdiction(item: object, index: int) -> UsLocalJurisdiction: + label = f"jurisdictions[{index}]" + if not isinstance(item, Mapping): + raise ValueError(f"{label} must be an object.") + missing = [key for key in _REQUIRED_JURISDICTION_KEYS if key not in item] + if missing: + raise ValueError(f"{label} is missing {missing}.") + flag = item["flag"] + if not isinstance(flag, str) or not flag.isidentifier() or flag != flag.lower(): + raise ValueError(f"{label}.flag must be a lowercase identifier: {flag!r}.") + entity = item["entity"] + if entity not in _ENTITIES: + raise ValueError(f"{label}.entity must be one of {_ENTITIES}: {entity!r}.") + rule = item["rule"] + if rule not in JURISDICTION_RUNGS: + raise ValueError(f"{label}.rule must be one of {JURISDICTION_RUNGS}.") + state = _digits(item["state_fips"], 2, label=f"{label}.state_fips") + county = _optional_digits(item.get("county_fips"), 5, label=f"{label}.county_fips") + place = _optional_digits(item.get("place_fips"), 5, label=f"{label}.place_fips") + coextensive = _optional_digits( + item.get("coextensive_place_fips"), + 5, + label=f"{label}.coextensive_place_fips", + ) + if rule == JURISDICTION_RUNG_COUNTY: + if county is None or place is not None: + raise ValueError( + f"{label}: a county rule names county_fips and no place_fips." + ) + if county[:2] != state: + raise ValueError(f"{label}: county_fips {county} is not in state {state}.") + else: + if place is None or county is not None or coextensive is not None: + raise ValueError( + f"{label}: a place rule names place_fips and no county fields." + ) + population = item["population_2020"] + if isinstance(population, bool) or not isinstance(population, int): + raise ValueError(f"{label}.population_2020 must be an integer.") + if population <= 0: + raise ValueError(f"{label}.population_2020 must be positive.") + name = item["jurisdiction"] + if not isinstance(name, str) or not name: + raise ValueError(f"{label}.jurisdiction must be a non-empty string.") + return UsLocalJurisdiction( + flag=flag, + entity=entity, + jurisdiction=name, + rule=rule, + state_fips=state, + county_fips=county, + place_fips=place, + coextensive_place_fips=coextensive, + population_2020=population, + ) + + +def _digits(value: object, width: int, *, label: str) -> str: + if not isinstance(value, str) or len(value) != width or not value.isdigit(): + raise ValueError(f"{label} must be a {width}-digit string, got {value!r}.") + return value + + +def _optional_digits(value: object, width: int, *, label: str) -> str | None: + return None if value is None else _digits(value, width, label=label) + + +# --------------------------------------------------------------------------- +# Derivation +# --------------------------------------------------------------------------- + + +def _normalized_rungs(rungs: Collection[str]) -> tuple[str, ...]: + unknown = sorted(set(rungs) - set(JURISDICTION_RUNGS)) + if unknown: + raise ValueError( + f"Unknown local-jurisdiction rung(s) {unknown}; expected a subset of " + f"{JURISDICTION_RUNGS}." + ) + return tuple(rung for rung in JURISDICTION_RUNGS if rung in set(rungs)) + + +def _text_codes(values: pd.Series, *, column: str, widths: tuple[int, ...]) -> np.ndarray: + """Return ``values`` as text codes, refusing nulls, non-text and bad widths.""" + + out = np.empty(len(values), dtype=object) + bad: list[object] = [] + for position, value in enumerate(values.tolist()): + if isinstance(value, bytes): + value = value.decode("ascii") + if ( + not isinstance(value, str) + or len(value) not in widths + or (value and not value.isdigit()) + ): + if len(bad) < 5: + bad.append(value) + out[position] = None + continue + out[position] = value + if bad: + allowed = " or ".join("empty" if width == 0 else f"{width}-digit" for width in widths) + raise ValueError( + f"{column} must hold {allowed} text codes on every row to derive local " + f"jurisdiction flags; invalid value(s) {bad}." + ) + return out + + +def us_local_jurisdiction_flag_values( + household: pd.DataFrame, + *, + rungs: Collection[str], + registry: UsLocalJurisdictionRegistry | None = None, +) -> dict[str, np.ndarray]: + """Per-household flag arrays for every registry flag ``rungs`` can decide. + + Returns one boolean array per derivable flag, aligned to ``household``'s + rows, whatever the flag's entity (a person flag is its household's value). + A flag whose rule is not in ``rungs`` is left out. Missing, null or + malformed geography on a supplied rung raises: a household whose county or + place is unknown cannot be decided, and writing ``False`` for it would be + a silent guess. + """ + + resolved = registry or packaged_us_local_jurisdiction_registry() + supplied = _normalized_rungs(rungs) + needed = {item.rule for item in resolved.jurisdictions} & set(supplied) + if not needed: + return {} + for column in ("county_fips", *(("place_fips",) if JURISDICTION_RUNG_PLACE in needed else ())): + if column not in household: + raise ValueError( + f"household table has no {column!r}; it cannot supply the " + f"local-jurisdiction rung(s) {sorted(needed)}." + ) + county = _text_codes(household["county_fips"], column="county_fips", widths=(5,)) + state = np.array([value[:2] for value in county.tolist()], dtype=object) + place = ( + _text_codes(household["place_fips"], column="place_fips", widths=(0, 5)) + if JURISDICTION_RUNG_PLACE in needed + else None + ) + flags: dict[str, np.ndarray] = {} + for item in resolved.jurisdictions: + if item.rule not in needed: + continue + if item.rule == JURISDICTION_RUNG_COUNTY: + flags[item.flag] = county == item.county_fips + else: + assert place is not None + flags[item.flag] = (state == item.state_fips) & (place == item.place_fips) + flags[item.flag] = np.asarray(flags[item.flag], dtype=bool) + return flags + + +def apply_us_local_jurisdiction_flags( + tables: Mapping[str, pd.DataFrame], + *, + rungs: Collection[str], + registry: UsLocalJurisdictionRegistry | None = None, + household_weights: np.ndarray | None = None, +) -> tuple[dict[str, pd.DataFrame], dict[str, Any]]: + """Write every derivable flag into copies of ``tables`` and return a receipt. + + Household flags go on the household table; person flags on the person + table, each person taking its household's value through + ``person_household_id``. A flag ``rungs`` cannot decide is removed from + its table if a stale or partially populated column is present, and the + receipt records it as unavailable: the engine default then applies to + every row, and the receipt says so, instead of a written ``False``. + """ + + resolved = registry or packaged_us_local_jurisdiction_registry() + supplied = _normalized_rungs(rungs) + household = tables["household"] + values = us_local_jurisdiction_flag_values( + household, rungs=supplied, registry=resolved + ) + out = {name: table.copy() for name, table in tables.items()} + person_rows: np.ndarray | None = None + if any(item.entity == "person" and item.flag in values for item in resolved.jurisdictions): + person_rows = _person_household_positions(out["household"], out["person"]) + for item in resolved.jurisdictions: + table = out[item.entity] + if item.flag not in values: + if item.flag in table: + out[item.entity] = table.drop(columns=[item.flag]) + continue + household_values = values[item.flag] + if item.entity == "household": + table[item.flag] = household_values + else: + assert person_rows is not None + table[item.flag] = household_values[person_rows] + receipt = us_local_jurisdiction_flag_receipt( + values, + rungs=supplied, + registry=resolved, + household_weights=household_weights, + ) + return out, receipt + + +def with_us_local_jurisdiction_flags( + frame: Frame, + *, + rungs: Collection[str], + registry: UsLocalJurisdictionRegistry | None = None, +) -> tuple[Frame, dict[str, Any]]: + """Return ``frame`` with its local-jurisdiction flags and the receipt. + + The one call every geography line makes once its county (and, where it + has one, place) is final: ``rungs`` is :data:`BLOCK_GEOGRAPHY_RUNGS` for + a block-anchored line and :data:`PUMA_GEOGRAPHY_RUNGS` for the PUMA + ladder. + """ + + tables = {entity: frame.table(entity) for entity in frame.entities} + written, receipt = apply_us_local_jurisdiction_flags( + tables, + rungs=rungs, + registry=registry, + household_weights=frame.weights_for("household").values, + ) + for link_name in frame.links: + written[link_name] = frame.link(link_name).copy() + weights = {entity: frame.weights_for(entity) for entity in frame.weighted_entities} + return ( + Frame( + written, + frame.schema, + weights, + frame.strata, + mass_log=frame.mass_log, + metadata=frame.metadata, + ), + receipt, + ) + + +def _person_household_positions( + household: pd.DataFrame, person: pd.DataFrame +) -> np.ndarray: + id_column = US_SCHEMA.entity_id_column("household") + membership = US_SCHEMA.membership_column("household") + for table, column in ((household, id_column), (person, membership)): + if column not in table: + raise ValueError( + f"Person local-jurisdiction flags need {column!r}; it is missing." + ) + ids = pd.Index(household[id_column].to_numpy()) + if not ids.is_unique: + raise ValueError("household_id must be unique to broadcast person flags.") + positions = ids.get_indexer(person[membership].to_numpy()) + if (positions < 0).any(): + raise ValueError( + "Every person must belong to a household in the table to receive " + "its local-jurisdiction flags." + ) + return positions + + +def us_local_jurisdiction_flag_receipt( + values: Mapping[str, np.ndarray], + *, + rungs: Collection[str], + registry: UsLocalJurisdictionRegistry | None = None, + household_weights: np.ndarray | None = None, +) -> dict[str, Any]: + """JSON-ready provenance: registry digest, rungs, and each flag's status.""" + + resolved = registry or packaged_us_local_jurisdiction_registry() + supplied = _normalized_rungs(rungs) + weights = ( + None if household_weights is None else np.asarray(household_weights, dtype=np.float64) + ) + flags: dict[str, Any] = {} + for item in resolved.jurisdictions: + entry: dict[str, Any] = { + "entity": item.entity, + "rule": item.rule, + "geoid": item.geoid, + } + if item.flag in values: + mask = np.asarray(values[item.flag], dtype=bool) + entry["status"] = JURISDICTION_FLAG_DERIVED + entry["households_in_jurisdiction"] = int(mask.sum()) + if weights is not None: + if len(weights) != len(mask): + raise ValueError( + "household_weights must align with the household table." + ) + entry["weighted_households_in_jurisdiction"] = float(weights[mask].sum()) + else: + entry["status"] = JURISDICTION_FLAG_UNAVAILABLE + entry["reason"] = ( + f"the line supplies no {item.rule} rung; the flag is not written, " + "so the engine default (False) applies to every row" + ) + flags[item.flag] = entry + return { + "registry": US_LOCAL_JURISDICTION_REGISTRY_RESOURCE, + "registry_sha256": resolved.sha256, + "rungs": list(supplied), + "flags": flags, + } + + +def us_local_jurisdiction_flag_failures( + household: pd.DataFrame, + *, + registry: UsLocalJurisdictionRegistry | None = None, +) -> list[str]: + """Gate check: every household flag column present agrees with geography. + + A flag column is optional (an artifact built before the flags existed + carries none), but one that is present must equal its rule applied to the + table's own ``county_fips``/``place_fips``. A place-rule flag on a table + with no complete ``place_fips`` fails: nothing could have decided it. + """ + + resolved = registry or packaged_us_local_jurisdiction_registry() + failures: list[str] = [] + for item in resolved.for_entity("household"): + if item.flag not in household: + continue + try: + expected = us_local_jurisdiction_flag_values( + household, rungs=(item.rule,), registry=resolved + )[item.flag] + except ValueError as error: + failures.append( + f"{item.flag}: present but its {item.rule} rung cannot decide it ({error})" + ) + continue + observed = household[item.flag] + if observed.isna().any(): + failures.append(f"{item.flag}: {int(observed.isna().sum())} null row(s)") + continue + disagree = observed.astype(bool).to_numpy() != expected + if disagree.any(): + failures.append( + f"{item.flag}: {int(disagree.sum())}/{len(household)} row(s) " + f"disagree with the {item.rule} rule for {item.geoid}" + ) + return failures + + +# --------------------------------------------------------------------------- +# Block-ladder verification +# --------------------------------------------------------------------------- + + +def check_us_local_jurisdictions_against_block_ladder( + block_geoid: np.ndarray, + population: np.ndarray, + place_fips: np.ndarray, + *, + registry: UsLocalJurisdictionRegistry | None = None, +) -> dict[str, dict[str, Any]]: + """Check every registry geography against a 2020 block ladder. + + Derives each flag for one row per block exactly as a household on that + block gets it (county = the block geoid's first five digits, place = the + ladder's place code), then requires, per jurisdiction: + + - at least one block; + - flag-weighted block population equal to ``population_2020``; and + - for a county rule with a coextensive city, the flagged blocks equal + that city's blocks. + + Returns the per-jurisdiction block count and population; raises on the + first disagreement. + """ + + resolved = registry or packaged_us_local_jurisdiction_registry() + blocks = np.asarray(block_geoid, dtype=np.int64) + pop = np.asarray(population, dtype=np.float64) + places = np.asarray(place_fips, dtype=np.int64) + if not (len(blocks) == len(pop) == len(places)): + raise ValueError("block_geoid, population and place_fips must align.") + block_table = pd.DataFrame( + { + "county_fips": [f"{value // 10**10:05d}" for value in blocks.tolist()], + "place_fips": [ + "" if value == 0 else f"{value:05d}" for value in places.tolist() + ], + } + ) + flags = us_local_jurisdiction_flag_values( + block_table, rungs=JURISDICTION_RUNGS, registry=resolved + ) + state = blocks // 10**13 + report: dict[str, dict[str, Any]] = {} + for item in resolved.jurisdictions: + mask = flags[item.flag] + blocks_in = int(mask.sum()) + population_in = float(pop[mask].sum()) + if blocks_in == 0: + raise ValueError(f"{item.flag}: no block in the ladder matches {item.geoid}.") + if population_in != float(item.population_2020): + raise ValueError( + f"{item.flag}: ladder population {population_in:,.0f} differs from " + f"the registry's 2020 population {item.population_2020:,}." + ) + entry: dict[str, Any] = {"blocks": blocks_in, "population": int(population_in)} + if item.coextensive_place_fips is not None: + city = (state == int(item.state_fips)) & ( + places == int(item.coextensive_place_fips) + ) + if not np.array_equal(city, mask): + raise ValueError( + f"{item.flag}: county {item.county_fips} and place " + f"{item.state_fips}{item.coextensive_place_fips} are not the " + "same blocks in this ladder." + ) + entry["coextensive_place_blocks"] = int(city.sum()) + report[item.flag] = entry + return report + + +__all__ = [ + "BLOCK_GEOGRAPHY_RUNGS", + "JURISDICTION_FLAG_DERIVED", + "JURISDICTION_FLAG_UNAVAILABLE", + "JURISDICTION_RUNGS", + "JURISDICTION_RUNG_COUNTY", + "JURISDICTION_RUNG_PLACE", + "PUMA_GEOGRAPHY_RUNGS", + "US_LOCAL_JURISDICTION_REGISTRY_KIND", + "US_LOCAL_JURISDICTION_REGISTRY_RESOURCE", + "US_LOCAL_JURISDICTION_REGISTRY_SCHEMA_VERSION", + "US_LOCAL_JURISDICTION_REGISTRY_SHA256", + "UsLocalJurisdiction", + "UsLocalJurisdictionRegistry", + "apply_us_local_jurisdiction_flags", + "check_us_local_jurisdictions_against_block_ladder", + "load_us_local_jurisdiction_registry", + "packaged_us_local_jurisdiction_registry", + "us_local_jurisdiction_flag_failures", + "us_local_jurisdiction_flag_receipt", + "us_local_jurisdiction_flag_values", + "with_us_local_jurisdiction_flags", +] diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/us_local_jurisdictions.json b/packages/microcosm-build/src/microcosm/build/us_runtime/us_local_jurisdictions.json new file mode 100644 index 0000000000..5b6e59b1d5 --- /dev/null +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/us_local_jurisdictions.json @@ -0,0 +1,190 @@ +{ + "kind": "us_local_jurisdiction_registry", + "schema_version": 1, + "description": "policyengine-us input-only local-jurisdiction flags and the 2020 Census geography that decides each one. A county rule is true when county_fips equals county_fips; a place rule is true when the first two digits of county_fips equal state_fips and place_fips equals place_fips.", + "engine": { + "package": "policyengine-us", + "versions_checked": [ + "2.2.1", + "2.60.4" + ], + "note": "Each flag is an input variable with no formula in both versions, so it defaults to False unless the dataset writes it." + }, + "sources": { + "population": { + "table": "2020 Census P.L. 94-171 Redistricting Data, P1_001N (total population)", + "api": "https://api.census.gov/data/2020/dec/pl", + "national_total_2020": 331449281 + }, + "gazetteer_place": { + "url": "https://www2.census.gov/geo/docs/maps-data/data/gazetteer/2020_Gazetteer/2020_Gaz_place_national.zip", + "sha256": "6e5745b3e1adf7a1e024a988301d484697e2a0f25b3cf10114eef676f09d5c18" + }, + "gazetteer_county": { + "url": "https://www2.census.gov/geo/docs/maps-data/data/gazetteer/2020_Gazetteer/2020_Gaz_counties_national.zip", + "sha256": "02ef546e4c4f9c032c19616eabb9526caa016f778f41ede3b8c9755dacce20ef" + } + }, + "jurisdictions": [ + { + "flag": "in_denver", + "entity": "household", + "jurisdiction": "City and County of Denver, Colorado", + "rule": "county", + "state_fips": "08", + "county_fips": "08031", + "place_fips": null, + "coextensive_place_fips": "20000", + "population_2020": 715522, + "engine_consumers": [ + "co_denver_property_tax_relief_homeowner_eligible", + "co_denver_property_tax_relief_renter_eligible" + ], + "gazetteer": { + "county": { + "geoid": "08031", + "ansicode": "00198131", + "name": "Denver County", + "aland": 396463432, + "awater": 4275563 + }, + "place": { + "geoid": "0820000", + "ansicode": "02410324", + "name": "Denver city", + "aland": 396463432, + "awater": 4275563 + } + } + }, + { + "flag": "in_wilmington", + "entity": "household", + "jurisdiction": "City of Wilmington, Delaware", + "rule": "place", + "state_fips": "10", + "county_fips": null, + "place_fips": "77580", + "coextensive_place_fips": null, + "population_2020": 70898, + "engine_consumers": [ + "de_wilmington_earned_income_tax" + ], + "gazetteer": { + "place": { + "geoid": "1077580", + "ansicode": "02390676", + "name": "Wilmington city", + "aland": 28218288, + "awater": 16303525 + } + } + }, + { + "flag": "in_yonkers", + "entity": "household", + "jurisdiction": "City of Yonkers, New York", + "rule": "place", + "state_fips": "36", + "county_fips": null, + "place_fips": "84000", + "coextensive_place_fips": null, + "population_2020": 211569, + "engine_consumers": [ + "ny_yonkers_income_tax" + ], + "gazetteer": { + "place": { + "geoid": "3684000", + "ansicode": "00979660", + "name": "Yonkers city", + "aland": 46634438, + "awater": 5850607 + } + } + }, + { + "flag": "pa_philadelphia_wage_tax_resident", + "entity": "person", + "jurisdiction": "City and County of Philadelphia, Pennsylvania", + "rule": "county", + "state_fips": "42", + "county_fips": "42101", + "place_fips": null, + "coextensive_place_fips": "60000", + "population_2020": 1603797, + "engine_consumers": [ + "pa_philadelphia_wage_tax" + ], + "residence_rule": "A person is a Philadelphia wage-tax resident exactly when the person's household lies in Philadelphia County, which is the same area as Philadelphia city. The flag records residence only; the tax also needs pa_philadelphia_wage_tax_taxable_wages, which this registry does not supply.", + "gazetteer": { + "county": { + "geoid": "42101", + "ansicode": "01209187", + "name": "Philadelphia County", + "aland": 347981634, + "awater": 21606282 + }, + "place": { + "geoid": "4260000", + "ansicode": "01215531", + "name": "Philadelphia city", + "aland": 347981634, + "awater": 21606282 + } + } + } + ], + "block_ladder_checks": [ + { + "block_ladder_sha256": "6840b990acdfa2003d7723da5595e3cfff7205a4fa3d8d6206ed835c85c3f233", + "blocks": 5769942, + "population": 331449281, + "jurisdictions": { + "in_denver": { + "blocks": 8394, + "population": 715522, + "coextensive_place_blocks": 8394 + }, + "in_wilmington": { + "blocks": 1071, + "population": 70898 + }, + "in_yonkers": { + "blocks": 1336, + "population": 211569 + }, + "pa_philadelphia_wage_tax_resident": { + "blocks": 14549, + "population": 1603797, + "coextensive_place_blocks": 14549 + } + } + }, + { + "block_ladder_sha256": "7ba39b959068181b56a7ce1dc8f2477b31af33f28d0a1803ff6cba84cdfab06b", + "blocks": 5769942, + "population": 331449281, + "jurisdictions": { + "in_denver": { + "blocks": 8394, + "population": 715522, + "coextensive_place_blocks": 8394 + }, + "in_wilmington": { + "blocks": 1071, + "population": 70898 + }, + "in_yonkers": { + "blocks": 1336, + "population": 211569 + }, + "pa_philadelphia_wage_tax_resident": { + "blocks": 14549, + "population": 1603797, + "coextensive_place_blocks": 14549 + } + } + } + ] +} diff --git a/tools/verify_us_local_jurisdiction_registry.py b/tools/verify_us_local_jurisdiction_registry.py new file mode 100644 index 0000000000..756183ecfd --- /dev/null +++ b/tools/verify_us_local_jurisdiction_registry.py @@ -0,0 +1,265 @@ +#!/usr/bin/env python3 +"""Verify the US local-jurisdiction registry against Census sources. + +Checks the registry (``us_local_jurisdictions.json``) three ways: + +- ``--gazetteer-place`` / ``--gazetteer-county``: each registry place and + county appears in the 2020 Gazetteer with the recorded GEOID, ANSI code, + name and land/water area, the zip matches the SHA-256 the registry records, + and a county-rule jurisdiction's county and coextensive city have the same + land and water area; +- ``--pl-populations``: the registry's ``population_2020`` equals the 2020 + P.L. 94-171 ``P1_001N`` the Census API returns for the place (and, for a + county rule, the county). The file holds one API response per line; +- ``--block-ladder`` (repeatable): every flag derived from the ladder's blocks + covers exactly the registry population, and a county-rule flag covers the + same blocks as its coextensive city + (:func:`check_us_local_jurisdictions_against_block_ladder`). A ladder the + registry already records must reproduce the recorded counts. + +``--record`` writes each ladder's counts into ``block_ladder_checks`` and +prints the new registry SHA-256, which must then be pinned as +``US_LOCAL_JURISDICTION_REGISTRY_SHA256``. +""" + +from __future__ import annotations + +import argparse +import csv +import hashlib +import io +import json +import sys +import zipfile +from collections.abc import Mapping, Sequence +from pathlib import Path +from typing import Any + +from microcosm.build.us_runtime.geography_ladder import load_us_block_ladder +from microcosm.build.us_runtime.local_jurisdictions import ( + JURISDICTION_RUNG_COUNTY, + US_LOCAL_JURISDICTION_REGISTRY_RESOURCE, + UsLocalJurisdictionRegistry, + check_us_local_jurisdictions_against_block_ladder, + load_us_local_jurisdiction_registry, +) + +DEFAULT_REGISTRY = ( + Path(__file__).resolve().parents[1] + / "packages/microcosm-build/src/microcosm/build/us_runtime" + / US_LOCAL_JURISDICTION_REGISTRY_RESOURCE +) + + +def _sha256(path: Path) -> str: + return hashlib.sha256(path.read_bytes()).hexdigest() + + +def _gazetteer_rows(path: Path) -> dict[str, dict[str, str]]: + with zipfile.ZipFile(path) as archive: + (member,) = archive.namelist() + text = archive.read(member).decode("utf-8") + reader = csv.DictReader(io.StringIO(text), delimiter="\t") + rows: dict[str, dict[str, str]] = {} + for row in reader: + clean = {key.strip(): (value or "").strip() for key, value in row.items()} + rows[clean["GEOID"]] = clean + return rows + + +def check_gazetteer( + document: Mapping[str, Any], + *, + place_zip: Path, + county_zip: Path, +) -> list[str]: + """Return failures comparing registry gazetteer records to the zips.""" + + failures: list[str] = [] + sources = document["sources"] + for label, path in (("gazetteer_place", place_zip), ("gazetteer_county", county_zip)): + observed = _sha256(path) + if observed != sources[label]["sha256"]: + failures.append( + f"{label}: zip SHA-256 {observed} differs from the registry's " + f"{sources[label]['sha256']}" + ) + tables = {"place": _gazetteer_rows(place_zip), "county": _gazetteer_rows(county_zip)} + for item in document["jurisdictions"]: + records = item["gazetteer"] + for level, record in records.items(): + row = tables[level].get(record["geoid"]) + if row is None: + failures.append(f"{item['flag']}: {level} {record['geoid']} not in gazetteer") + continue + for key, column in ( + ("ansicode", "ANSICODE"), + ("name", "NAME"), + ("aland", "ALAND"), + ("awater", "AWATER"), + ): + if str(record[key]) != row[column]: + failures.append( + f"{item['flag']}: {level} {record['geoid']} {column} is " + f"{row[column]!r}, registry records {record[key]!r}" + ) + if item["rule"] == JURISDICTION_RUNG_COUNTY: + county = records.get("county", {}) + place = records.get("place", {}) + if county.get("geoid") != item["county_fips"]: + failures.append(f"{item['flag']}: gazetteer county is not county_fips") + if place.get("geoid") != item["state_fips"] + str( + item["coextensive_place_fips"] + ): + failures.append(f"{item['flag']}: gazetteer place is not the coextensive city") + if (county.get("aland"), county.get("awater")) != ( + place.get("aland"), + place.get("awater"), + ): + failures.append( + f"{item['flag']}: county and city land/water areas differ, so " + "they are not the same area" + ) + elif records.get("place", {}).get("geoid") != item["state_fips"] + item["place_fips"]: + failures.append(f"{item['flag']}: gazetteer place is not state_fips+place_fips") + return failures + + +def check_pl_populations(document: Mapping[str, Any], *, path: Path) -> list[str]: + """Return failures comparing ``population_2020`` to P.L. 94-171 counts.""" + + counts: dict[tuple[str, str], int] = {} + for line in path.read_text().splitlines(): + if not line.strip(): + continue + header, *rows = json.loads(line) + for row in rows: + record = dict(zip(header, row, strict=True)) + if "place" in record: + counts[("place", record["state"] + record["place"])] = int(record["P1_001N"]) + elif "county" in record: + counts[("county", record["state"] + record["county"])] = int( + record["P1_001N"] + ) + elif "us" in record: + counts[("us", "1")] = int(record["P1_001N"]) + failures: list[str] = [] + national = document["sources"]["population"]["national_total_2020"] + if counts.get(("us", "1")) not in (None, national): + failures.append(f"US total {counts[('us', '1')]} differs from the registry's {national}") + for item in document["jurisdictions"]: + if item["rule"] == JURISDICTION_RUNG_COUNTY: + keys = [ + ("county", item["county_fips"]), + ("place", item["state_fips"] + item["coextensive_place_fips"]), + ] + else: + keys = [("place", item["state_fips"] + item["place_fips"])] + for key in keys: + if key not in counts: + failures.append(f"{item['flag']}: no P1_001N row for {key[0]} {key[1]}") + elif counts[key] != item["population_2020"]: + failures.append( + f"{item['flag']}: P1_001N for {key[0]} {key[1]} is {counts[key]:,}, " + f"registry records {item['population_2020']:,}" + ) + return failures + + +def check_block_ladder( + registry: UsLocalJurisdictionRegistry, + document: Mapping[str, Any], + *, + path: Path, +) -> tuple[dict[str, Any], list[str]]: + """Run the block-ladder check and compare to any recorded entry.""" + + ladder_sha256 = _sha256(path) + ladder = load_us_block_ladder(path) + report = check_us_local_jurisdictions_against_block_ladder( + ladder.block_geoid, + ladder.population, + ladder.place_fips, + registry=registry, + ) + entry = { + "block_ladder_sha256": ladder_sha256, + "blocks": int(len(ladder)), + "population": int(ladder.population.sum()), + "jurisdictions": report, + } + failures: list[str] = [] + national = document["sources"]["population"]["national_total_2020"] + if entry["population"] != national: + failures.append( + f"ladder {ladder_sha256}: total population {entry['population']:,} " + f"differs from the 2020 national total {national:,}" + ) + for recorded in document.get("block_ladder_checks", []): + if recorded["block_ladder_sha256"] == ladder_sha256 and recorded != entry: + failures.append( + f"ladder {ladder_sha256}: counts differ from the recorded check" + ) + return entry, failures + + +def main(argv: Sequence[str] | None = None) -> int: + parser = argparse.ArgumentParser(description=__doc__.splitlines()[0]) + parser.add_argument("--registry", type=Path, default=DEFAULT_REGISTRY) + parser.add_argument("--gazetteer-place", type=Path) + parser.add_argument("--gazetteer-county", type=Path) + parser.add_argument("--pl-populations", type=Path) + parser.add_argument("--block-ladder", type=Path, action="append", default=[]) + parser.add_argument( + "--record", + action="store_true", + help="write each ladder's counts into block_ladder_checks", + ) + args = parser.parse_args(argv) + if (args.gazetteer_place is None) != (args.gazetteer_county is None): + parser.error("--gazetteer-place and --gazetteer-county go together") + + document = json.loads(args.registry.read_text()) + registry = load_us_local_jurisdiction_registry(args.registry) + failures: list[str] = [] + if args.gazetteer_place is not None: + failures += check_gazetteer( + document, + place_zip=args.gazetteer_place, + county_zip=args.gazetteer_county, + ) + print("gazetteer: checked", file=sys.stderr) + if args.pl_populations is not None: + failures += check_pl_populations(document, path=args.pl_populations) + print("P.L. 94-171 populations: checked", file=sys.stderr) + entries = [] + for path in args.block_ladder: + entry, ladder_failures = check_block_ladder(registry, document, path=path) + failures += ladder_failures + entries.append(entry) + print(json.dumps(entry, indent=2, sort_keys=True)) + if failures: + for failure in failures: + print(f"FAIL: {failure}", file=sys.stderr) + return 1 + if args.record and entries: + recorded = { + item["block_ladder_sha256"]: item + for item in document.get("block_ladder_checks", []) + } + recorded.update({item["block_ladder_sha256"]: item for item in entries}) + document["block_ladder_checks"] = sorted( + recorded.values(), key=lambda item: item["block_ladder_sha256"] + ) + args.registry.write_text(json.dumps(document, indent=2, sort_keys=False) + "\n") + print( + f"recorded; pin US_LOCAL_JURISDICTION_REGISTRY_SHA256 = " + f"{_sha256(args.registry)}", + file=sys.stderr, + ) + print("OK", file=sys.stderr) + return 0 + + +if __name__ == "__main__": + raise SystemExit(main()) From dd68d862d3e238047c988214cd2376f868a16811 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 2 Nov 2026 08:12:04 -0500 Subject: [PATCH 2/9] Derive local-jurisdiction flags in the block, PUMA and pooled lines The block-ladder frame wrapper derives all four flags from the block's county and place. The PUMA ladder and the pooled ACS line derive the county-rule flags (in_denver, pa_philadelphia_wage_tax_resident) from the final county and remove the place-rule flags (in_yonkers, in_wilmington), which no place rung can decide there. Summaries record each flag as derived or unavailable, and both ladder gates fail a present flag that disagrees with its rule. The pool manifest moves the county-rule flags to geography_derived_jurisdiction_input (assembled) and the place-rule flags to unavailable_place_jurisdiction_input, and relabels county_fips and congressional_district_geoid, which the stacked PUMA operator writes, as preserved_stacked_engine_input. tools/repin_us_pool_engine_contracts.py re-derived the provision counts, the manifest digest and the engine ABI lock. Co-Authored-By: Claude Opus 5.5 --- .../microcosm/build/us/engine_abi.lock.json | 2 +- .../microcosm/build/us_runtime/base_pool.py | 17 +++ .../build/us_runtime/geography_ladder.py | 29 ++++- .../build/us_runtime/local_jurisdictions.py | 101 ++++++++++++------ .../build/us_runtime/multispine_pool.py | 31 +++++- .../microcosm/build/us_runtime/puma_ladder.py | 30 +++++- .../verify_us_local_jurisdiction_registry.py | 35 ++++-- 7 files changed, 194 insertions(+), 51 deletions(-) diff --git a/packages/microcosm-build/src/microcosm/build/us/engine_abi.lock.json b/packages/microcosm-build/src/microcosm/build/us/engine_abi.lock.json index f1bd8a1e11..c2fc59f3ff 100644 --- a/packages/microcosm-build/src/microcosm/build/us/engine_abi.lock.json +++ b/packages/microcosm-build/src/microcosm/build/us/engine_abi.lock.json @@ -1 +1 @@ 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diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py b/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py index 7cacda4d22..29efc897ea 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py @@ -13,6 +13,10 @@ COUNTY_FIPS_2023_COLUMN, county_fips_2023_from_tracts, ) +from microcosm.build.us_runtime.local_jurisdictions import ( + PUMA_GEOGRAPHY_RUNGS, + apply_us_local_jurisdiction_flags, +) from microcosm.build.us_runtime.puf_support import ( support_channel_column, support_clone_index_column, @@ -106,6 +110,13 @@ def with_optional_acs_spine( :class:`~microcosm.frame.Frame` construction, avoiding a second copy of every entity table. + A block-line base carries local-jurisdiction flags that the ACS rows lack. + With ``puma_ladder`` the county-rule flags are re-derived for every row + from the final county and the place-rule flags are removed (ACS rows have + no place); without it every flag is removed, since ACS rows then have no + county either. A flag column is never left half-null for the engine + default to fill. + ``max_peak_bytes`` is a fail-fast bound on estimated frame-resident peak memory. Pass ``None`` to disable the preflight. The estimate includes both inputs and the defensive copies made by :class:`~microcosm.frame.Frame`; it @@ -189,6 +200,12 @@ def with_optional_acs_spine( expected_congressional_district_vintage ), ) + tables.update( + apply_us_local_jurisdiction_flags( + tables, + rungs=PUMA_GEOGRAPHY_RUNGS if puma_ladder is not None else (), + )[0] + ) if household_order is not None: reordered = household_weights.values[household_order] household_weights = Weights(reordered, household_weights.kind) diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py b/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py index 3237643d07..fb01c07229 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py @@ -25,7 +25,11 @@ (``block_geoid``, ``tract_geoid``, ``county_fips``, ``place_fips``, ``sldu``, ``sldl``, ``cbsa_code``): the exported artifact carries engine inputs, never formula outputs, so ``in_nyc``/``nyc_income_tax`` recompute from the county -rung instead of being persisted (the #34 regression). +rung instead of being persisted (the #34 regression). The few local flags the +engine declares as plain inputs (``in_denver``, ``in_yonkers``, +``in_wilmington``, ``pa_philadelphia_wage_tax_resident``) have no formula to +recompute them, so the frame wrapper derives them from the assigned county and +place through the pinned registry in :mod:`.local_jurisdictions`. """ from __future__ import annotations @@ -48,6 +52,13 @@ county_fips_2023_assignment_failures, county_fips_2023_from_blocks, ) +from microcosm.build.us_runtime.local_jurisdictions import ( + BLOCK_GEOGRAPHY_RUNGS, + apply_us_local_jurisdiction_flags, + us_local_jurisdiction_flag_failures, + us_local_jurisdiction_flag_receipt, + us_local_jurisdiction_flag_values, +) from microcosm.frame import Frame #: Derived (crosswalk-sourced) layers the ladder artifact must carry a @@ -384,7 +395,12 @@ def with_household_us_geography_ladder( seed: int = 0, expected_congressional_district_vintage: str | None = None, ) -> Frame: - """Return ``frame`` with the household geography ladder assigned.""" + """Return ``frame`` with the household geography ladder assigned. + + The block fixes county and place together, so every registry + local-jurisdiction flag is derived from them and written as an engine + input (person flags through ``person_household_id``). + """ tables = {entity: frame.table(entity).copy() for entity in frame.entities} tables["household"] = assign_us_geography_ladder( @@ -395,6 +411,7 @@ def with_household_us_geography_ladder( expected_congressional_district_vintage ), ) + tables, _ = apply_us_local_jurisdiction_flags(tables, rungs=BLOCK_GEOGRAPHY_RUNGS) for link_name in frame.links: tables[link_name] = frame.link(link_name).copy() weights = {entity: frame.weights_for(entity) for entity in frame.weighted_entities} @@ -456,6 +473,11 @@ def us_geography_ladder_assignment_summary( summary["nyc_weighted_household_share"] = ( float(weights[nyc].sum() / total) if total > 0 else 0.0 ) + summary["local_jurisdiction_flags"] = us_local_jurisdiction_flag_receipt( + us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS), + rungs=BLOCK_GEOGRAPHY_RUNGS, + household_weights=weights, + ) return summary @@ -562,6 +584,9 @@ def us_geography_ladder_gate( f"{cd_column}: {int(cd_mismatch.sum())}/{len(block)} row(s) " "have a state prefix disagreeing with block_geoid" ) + # A flag column is optional here (base H5s built before the flags carry + # none), but one that is present must match its county or place rule. + failures.extend(us_local_jurisdiction_flag_failures(household)) total = float(weights.sum()) if total <= 0: diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py index b2c799d895..55b6646e06 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py @@ -208,9 +208,7 @@ def _registry_from_bytes( raise ValueError( f"US local-jurisdiction registry repeats a geography: {geoids}." ) - metadata = { - key: value for key, value in document.items() if key != "jurisdictions" - } + metadata = {key: value for key, value in document.items() if key != "jurisdictions"} return UsLocalJurisdictionRegistry( jurisdictions=jurisdictions, sha256=digest, metadata=metadata ) @@ -298,31 +296,41 @@ def _normalized_rungs(rungs: Collection[str]) -> tuple[str, ...]: return tuple(rung for rung in JURISDICTION_RUNGS if rung in set(rungs)) -def _text_codes(values: pd.Series, *, column: str, widths: tuple[int, ...]) -> np.ndarray: - """Return ``values`` as text codes, refusing nulls, non-text and bad widths.""" +def _text_codes( + values: pd.Series, *, column: str, widths: tuple[int, ...] +) -> pd.Series: + """Return ``values`` as text codes, refusing nulls, non-text and bad widths. - out = np.empty(len(values), dtype=object) - bad: list[object] = [] - for position, value in enumerate(values.tolist()): - if isinstance(value, bytes): - value = value.decode("ascii") - if ( - not isinstance(value, str) - or len(value) not in widths - or (value and not value.isdigit()) - ): - if len(bad) < 5: - bad.append(value) - out[position] = None - continue - out[position] = value - if bad: - allowed = " or ".join("empty" if width == 0 else f"{width}-digit" for width in widths) + An integer code is refused rather than zero-filled: the geography lines + write text, and a numeric column here means something upstream changed. + """ + + series = pd.Series(values.to_numpy(dtype=object), dtype=object) + if series.empty: + return series + kind = pd.api.types.infer_dtype(series, skipna=False) + if kind == "bytes": + series = series.str.decode("ascii") + kind = pd.api.types.infer_dtype(series, skipna=False) + allowed = " or ".join( + "empty" if width == 0 else f"{width}-digit" for width in widths + ) + if kind != "string": + examples = ( + series[~series.map(lambda value: isinstance(value, str))].head(5).tolist() + ) + raise ValueError( + f"{column} must hold {allowed} text codes on every row to derive local " + f"jurisdiction flags; it holds {kind} values, e.g. {examples}." + ) + pattern = "|".join(rf"\d{{{width}}}" if width else "" for width in widths) + valid = series.str.fullmatch(f"(?:{pattern})").astype(bool) + if not valid.all(): raise ValueError( f"{column} must hold {allowed} text codes on every row to derive local " - f"jurisdiction flags; invalid value(s) {bad}." + f"jurisdiction flags; invalid value(s) {series[~valid].head(5).tolist()}." ) - return out + return series def us_local_jurisdiction_flag_values( @@ -346,14 +354,16 @@ def us_local_jurisdiction_flag_values( needed = {item.rule for item in resolved.jurisdictions} & set(supplied) if not needed: return {} - for column in ("county_fips", *(("place_fips",) if JURISDICTION_RUNG_PLACE in needed else ())): + for column in ( + "county_fips", + *(("place_fips",) if JURISDICTION_RUNG_PLACE in needed else ()), + ): if column not in household: raise ValueError( f"household table has no {column!r}; it cannot supply the " f"local-jurisdiction rung(s) {sorted(needed)}." ) county = _text_codes(household["county_fips"], column="county_fips", widths=(5,)) - state = np.array([value[:2] for value in county.tolist()], dtype=object) place = ( _text_codes(household["place_fips"], column="place_fips", widths=(0, 5)) if JURISDICTION_RUNG_PLACE in needed @@ -364,11 +374,11 @@ def us_local_jurisdiction_flag_values( if item.rule not in needed: continue if item.rule == JURISDICTION_RUNG_COUNTY: - flags[item.flag] = county == item.county_fips + mask = county.eq(item.county_fips) else: assert place is not None - flags[item.flag] = (state == item.state_fips) & (place == item.place_fips) - flags[item.flag] = np.asarray(flags[item.flag], dtype=bool) + mask = county.str[:2].eq(item.state_fips) & place.eq(item.place_fips) + flags[item.flag] = mask.to_numpy(dtype=bool) return flags @@ -379,7 +389,7 @@ def apply_us_local_jurisdiction_flags( registry: UsLocalJurisdictionRegistry | None = None, household_weights: np.ndarray | None = None, ) -> tuple[dict[str, pd.DataFrame], dict[str, Any]]: - """Write every derivable flag into copies of ``tables`` and return a receipt. + """Write every derivable flag and return the tables with a receipt. Household flags go on the household table; person flags on the person table, each person taking its household's value through @@ -387,6 +397,10 @@ def apply_us_local_jurisdiction_flags( its table if a stale or partially populated column is present, and the receipt records it as unavailable: the engine default then applies to every row, and the receipt says so, instead of a written ``False``. + + The household and person tables are returned as new (shallow-copied) + frames; the input tables are never modified, and the other tables are + passed through as-is. """ resolved = registry or packaged_us_local_jurisdiction_registry() @@ -395,9 +409,14 @@ def apply_us_local_jurisdiction_flags( values = us_local_jurisdiction_flag_values( household, rungs=supplied, registry=resolved ) - out = {name: table.copy() for name, table in tables.items()} + out = dict(tables) + for entity in {item.entity for item in resolved.jurisdictions}: + out[entity] = tables[entity].copy(deep=False) person_rows: np.ndarray | None = None - if any(item.entity == "person" and item.flag in values for item in resolved.jurisdictions): + if any( + item.entity == "person" and item.flag in values + for item in resolved.jurisdictions + ): person_rows = _person_household_positions(out["household"], out["person"]) for item in resolved.jurisdictions: table = out[item.entity] @@ -491,7 +510,9 @@ def us_local_jurisdiction_flag_receipt( resolved = registry or packaged_us_local_jurisdiction_registry() supplied = _normalized_rungs(rungs) weights = ( - None if household_weights is None else np.asarray(household_weights, dtype=np.float64) + None + if household_weights is None + else np.asarray(household_weights, dtype=np.float64) ) flags: dict[str, Any] = {} for item in resolved.jurisdictions: @@ -509,7 +530,9 @@ def us_local_jurisdiction_flag_receipt( raise ValueError( "household_weights must align with the household table." ) - entry["weighted_households_in_jurisdiction"] = float(weights[mask].sum()) + entry["weighted_households_in_jurisdiction"] = float( + weights[mask].sum() + ) else: entry["status"] = JURISDICTION_FLAG_UNAVAILABLE entry["reason"] = ( @@ -556,6 +579,12 @@ def us_local_jurisdiction_flag_failures( if observed.isna().any(): failures.append(f"{item.flag}: {int(observed.isna().sum())} null row(s)") continue + if ( + not pd.api.types.is_bool_dtype(observed) + and not observed.isin([True, False]).all() + ): + failures.append(f"{item.flag}: holds non-boolean values") + continue disagree = observed.astype(bool).to_numpy() != expected if disagree.any(): failures.append( @@ -616,7 +645,9 @@ def check_us_local_jurisdictions_against_block_ladder( blocks_in = int(mask.sum()) population_in = float(pop[mask].sum()) if blocks_in == 0: - raise ValueError(f"{item.flag}: no block in the ladder matches {item.geoid}.") + raise ValueError( + f"{item.flag}: no block in the ladder matches {item.geoid}." + ) if population_in != float(item.population_2020): raise ValueError( f"{item.flag}: ladder population {population_in:,.0f} differs from " diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/multispine_pool.py b/packages/microcosm-build/src/microcosm/build/us_runtime/multispine_pool.py index 65006c5c40..c9a48ce6b2 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/multispine_pool.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/multispine_pool.py @@ -62,6 +62,10 @@ with_us_housing_inputs, ) from microcosm.build.us_runtime.immigration import with_us_immigration_inputs +from microcosm.build.us_runtime.local_jurisdictions import ( + PUMA_GEOGRAPHY_RUNGS, + packaged_us_local_jurisdiction_registry, +) from microcosm.build.us_runtime.medicare_take_up import ( with_us_medicare_take_up_input, ) @@ -367,13 +371,15 @@ class PoolEngineInputProjectionContract: POOL_PROJECTION_INPUT_PROVISION_COUNTS: tuple[tuple[str, int], ...] = ( ("assembled_native_engine_input", 5), - ("declared_absent_engine_input", 762), + ("declared_absent_engine_input", 756), ("declared_deferred_null_input", 3), ("derived_schedule_d_input", 1), ("frame_structural_engine_input", 10), + ("geography_derived_jurisdiction_input", 2), ("materialized_pool_input_surface", 123), - ("preserved_stacked_engine_input", 4), + ("preserved_stacked_engine_input", 6), ("seed_stage_program_contract", 17), + ("unavailable_place_jurisdiction_input", 2), ("unprovisioned_source_input", 1), ) """How every installed engine input is provisioned, by count. @@ -383,7 +389,7 @@ class PoolEngineInputProjectionContract: """ POOL_REMAINING_STAGE_INPUT_MANIFEST_SHA256 = ( - "d4fb9de9c0b8081474a24d0abde84ebf05eb346483fc20e3852e29abc769a501" + "6e70bc749ab7fd34d6bb902423a3240029d14533819cb5c6f1f75457875cf956" ) """Pinned content digest of all 1,059 post-transfer consumer/input rows.""" @@ -694,6 +700,10 @@ class SourceOperatorContract: tuple[str, str], tuple[str, str | None] ] = { ("person", "is_related_to_head_or_spouse"): ("assembled", None), + # The stacked post-assembly PUMA-ladder operator writes both on every + # household (``_assign_stacked_household_geography``). + ("household", "congressional_district_geoid"): ("assembled", None), + ("household", "county_fips"): ("assembled", None), ("household", "puma"): ( "assembled", "ephemeral_simulation_projection_engine_default_for_null", @@ -1556,6 +1566,13 @@ def surface_provision(variable: str) -> str: for entity, variables in _POOL_NATIVE_COMPLETE_OUTPUTS.items() for variable in variables } + # The stacked pool's geography comes from the PUMA ladder, which draws a + # county but no place: county-rule jurisdiction flags are derived with + # it, place-rule flags are never written (local_jurisdictions). + local_jurisdiction_inputs = { + (item.entity, item.flag): item.rule in PUMA_GEOGRAPHY_RUNGS + for item in packaged_us_local_jurisdiction_registry().jurisdictions + } projection_provisions: dict[str, int] = {} for entity, variable in _pool_engine_input_projection( resolved_metadata_index, @@ -1584,6 +1601,14 @@ def surface_provision(variable: str) -> str: elif (entity, variable) in engine_structural_inputs: provision = "frame_structural_engine_input" available_by = "assembled" + elif (entity, variable) in local_jurisdiction_inputs: + if local_jurisdiction_inputs[(entity, variable)]: + provision = "geography_derived_jurisdiction_input" + available_by = "assembled" + else: + provision = "unavailable_place_jurisdiction_input" + available_by = "simulate" + fallback = "policyengine_default_no_place_rung" elif (entity, variable) in _POOL_SIMULATION_PRESERVED_ENGINE_INPUTS: provision = "preserved_stacked_engine_input" available_by, preserved_fallback = _POOL_SIMULATION_PRESERVED_ENGINE_INPUTS[ diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py b/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py index 40b2d46371..21b559253c 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py @@ -41,7 +41,12 @@ input, exactly as the UK ladder carries ``*_code`` columns policyengine-uk has no input for). The exported artifact carries engine inputs, never formula outputs, so ``in_nyc``/``nyc_income_tax`` recompute from the county rung -instead of being persisted (the #34 regression). +instead of being persisted (the #34 regression). Of the local flags the engine +declares as plain inputs, the county-rule ones (``in_denver``, +``pa_philadelphia_wage_tax_resident``) are derived from the drawn county. The +ladder has no place rung, so the place-rule flags (``in_yonkers``, +``in_wilmington``) are unavailable: they are never written, and the summary +records why (:mod:`.local_jurisdictions`). """ from __future__ import annotations @@ -67,6 +72,13 @@ US_NYC_COUNTY_FIPS, non_text_county_fips_failure, ) +from microcosm.build.us_runtime.local_jurisdictions import ( + PUMA_GEOGRAPHY_RUNGS, + apply_us_local_jurisdiction_flags, + us_local_jurisdiction_flag_failures, + us_local_jurisdiction_flag_receipt, + us_local_jurisdiction_flag_values, +) from microcosm.build.us_runtime.puma_county_vintage import ( county_fips_2023_for_puma_assignment, ) @@ -413,7 +425,12 @@ def with_household_us_puma_ladder( assign_tract: bool = False, expected_congressional_district_vintage: str | None = None, ) -> Frame: - """Return ``frame`` with the household PUMA ladder assigned.""" + """Return ``frame`` with the household PUMA ladder assigned. + + The county-rule local-jurisdiction flags are derived from the drawn county + and written as engine inputs; the place-rule flags are left unwritten + (any stale column is removed) because the ladder assigns no place. + """ tables = {entity: frame.table(entity).copy() for entity in frame.entities} tables["household"] = assign_us_puma_ladder( @@ -425,6 +442,7 @@ def with_household_us_puma_ladder( expected_congressional_district_vintage ), ) + tables, _ = apply_us_local_jurisdiction_flags(tables, rungs=PUMA_GEOGRAPHY_RUNGS) for link_name in frame.links: tables[link_name] = frame.link(link_name).copy() weights = {entity: frame.weights_for(entity) for entity in frame.weighted_entities} @@ -485,6 +503,11 @@ def us_puma_ladder_assignment_summary( summary["nyc_weighted_household_share"] = ( float(weights[nyc].sum() / total) if total > 0 else 0.0 ) + summary["local_jurisdiction_flags"] = us_local_jurisdiction_flag_receipt( + us_local_jurisdiction_flag_values(household, rungs=PUMA_GEOGRAPHY_RUNGS), + rungs=PUMA_GEOGRAPHY_RUNGS, + household_weights=weights, + ) return summary @@ -594,6 +617,9 @@ def us_puma_ladder_gate( f"{label}: {int(mismatched.sum())}/{len(values)} row(s) " "disagree with the expected state/county prefix" ) + # A present flag must match its rule; a place-rule flag fails here unless + # the table carries a complete place rung to decide it. + failures.extend(us_local_jurisdiction_flag_failures(household)) total = float(weights.sum()) if total <= 0: diff --git a/tools/verify_us_local_jurisdiction_registry.py b/tools/verify_us_local_jurisdiction_registry.py index 756183ecfd..c6279f50c0 100644 --- a/tools/verify_us_local_jurisdiction_registry.py +++ b/tools/verify_us_local_jurisdiction_registry.py @@ -77,20 +77,28 @@ def check_gazetteer( failures: list[str] = [] sources = document["sources"] - for label, path in (("gazetteer_place", place_zip), ("gazetteer_county", county_zip)): + for label, path in ( + ("gazetteer_place", place_zip), + ("gazetteer_county", county_zip), + ): observed = _sha256(path) if observed != sources[label]["sha256"]: failures.append( f"{label}: zip SHA-256 {observed} differs from the registry's " f"{sources[label]['sha256']}" ) - tables = {"place": _gazetteer_rows(place_zip), "county": _gazetteer_rows(county_zip)} + tables = { + "place": _gazetteer_rows(place_zip), + "county": _gazetteer_rows(county_zip), + } for item in document["jurisdictions"]: records = item["gazetteer"] for level, record in records.items(): row = tables[level].get(record["geoid"]) if row is None: - failures.append(f"{item['flag']}: {level} {record['geoid']} not in gazetteer") + failures.append( + f"{item['flag']}: {level} {record['geoid']} not in gazetteer" + ) continue for key, column in ( ("ansicode", "ANSICODE"), @@ -111,7 +119,9 @@ def check_gazetteer( if place.get("geoid") != item["state_fips"] + str( item["coextensive_place_fips"] ): - failures.append(f"{item['flag']}: gazetteer place is not the coextensive city") + failures.append( + f"{item['flag']}: gazetteer place is not the coextensive city" + ) if (county.get("aland"), county.get("awater")) != ( place.get("aland"), place.get("awater"), @@ -120,8 +130,13 @@ def check_gazetteer( f"{item['flag']}: county and city land/water areas differ, so " "they are not the same area" ) - elif records.get("place", {}).get("geoid") != item["state_fips"] + item["place_fips"]: - failures.append(f"{item['flag']}: gazetteer place is not state_fips+place_fips") + elif ( + records.get("place", {}).get("geoid") + != item["state_fips"] + item["place_fips"] + ): + failures.append( + f"{item['flag']}: gazetteer place is not state_fips+place_fips" + ) return failures @@ -136,7 +151,9 @@ def check_pl_populations(document: Mapping[str, Any], *, path: Path) -> list[str for row in rows: record = dict(zip(header, row, strict=True)) if "place" in record: - counts[("place", record["state"] + record["place"])] = int(record["P1_001N"]) + counts[("place", record["state"] + record["place"])] = int( + record["P1_001N"] + ) elif "county" in record: counts[("county", record["state"] + record["county"])] = int( record["P1_001N"] @@ -146,7 +163,9 @@ def check_pl_populations(document: Mapping[str, Any], *, path: Path) -> list[str failures: list[str] = [] national = document["sources"]["population"]["national_total_2020"] if counts.get(("us", "1")) not in (None, national): - failures.append(f"US total {counts[('us', '1')]} differs from the registry's {national}") + failures.append( + f"US total {counts[('us', '1')]} differs from the registry's {national}" + ) for item in document["jurisdictions"]: if item["rule"] == JURISDICTION_RUNG_COUNTY: keys = [ From b7b3e21f828cf8fd2e130e29d668fd0ae9079bf7 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 2 Nov 2026 08:40:07 -0500 Subject: [PATCH 3/9] Repin US spec contracts and test the local-jurisdiction flags Re-derived with the repo tools after the derivation change: repin_us_spec_engine_contracts.py (--legacy-only, then full), generate_us_bundle_from_constants.py (US spec_sha256 0b5c29e4...) and spec_engine_coverage.py (42305/42305 fields, 41/41 checks); --check passes on all three and on repin_us_pool_engine_contracts.py. Tests: Hypothesis properties for the iff rule, block-population conservation, row-order invariance and person broadcast, plus registry pin, gate, PUMA and pooled-line cases (engine_free); an engine contract that each flag is an input-only boolean its consumers read; and an engine scenario in which Yonkers, Wilmington, Denver and Philadelphia residents placed by the block ladder get their local tax or benefit and their neighbours do not. Co-Authored-By: Claude Opus 5.5 --- .../us-local-jurisdiction-flags.added.md | 1 + docs/evidence/spec-engine/us-f0-coverage.json | 22 +- .../build/spec_engine/inventory_coverage.py | 6 +- .../us_runtime/US_LOCAL_JURISDICTIONS.md | 68 ++ .../build/us_runtime/US_PUMA_LADDER.md | 5 + ...t_us_local_jurisdiction_engine_contract.py | 64 ++ .../shared/test_spec_engine_loader.py | 2 +- .../tests/engine_free/us/test_us_base_pool.py | 65 ++ .../us/test_us_local_jurisdictions.py | 808 ++++++++++++++++++ .../engine_free/us/test_us_multispine_pool.py | 54 +- ...test_us_local_jurisdiction_flags_engine.py | 174 ++++ .../us/test_us_multispine_pool_tool.py | 2 +- .../microcosm_build/us_local_jurisdictions.py | 151 ++++ 13 files changed, 1404 insertions(+), 18 deletions(-) create mode 100644 changelog.d/us-local-jurisdiction-flags.added.md create mode 100644 packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md create mode 100644 packages/microcosm-build/tests/engine_contract/us/test_us_local_jurisdiction_engine_contract.py create mode 100644 packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py create mode 100644 packages/microcosm-build/tests/engine_scenario/us/test_us_local_jurisdiction_flags_engine.py create mode 100644 test_support/microcosm_build/us_local_jurisdictions.py diff --git a/changelog.d/us-local-jurisdiction-flags.added.md b/changelog.d/us-local-jurisdiction-flags.added.md new file mode 100644 index 0000000000..91c03e0812 --- /dev/null +++ b/changelog.d/us-local-jurisdiction-flags.added.md @@ -0,0 +1 @@ +Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. diff --git a/docs/evidence/spec-engine/us-f0-coverage.json b/docs/evidence/spec-engine/us-f0-coverage.json index 9071607114..63bec3740a 100644 --- a/docs/evidence/spec-engine/us-f0-coverage.json +++ b/docs/evidence/spec-engine/us-f0-coverage.json @@ -1656,13 +1656,13 @@ "compiler_ir.node_slices" ], "expected": { - "map_sha256": "488846129a3c47e89d54538515e6bdbd7ce849e4081ab8a4ad40c9ce2a1e1391", - "protocol_sha256": "87f44e60621c45d2fc1448fda11cd446960d6bab7cb51b346367339e2e751e1f" + "map_sha256": "6bbf3ec845a090db560539f63ccad777e201de749b9b27f708fd04ecdc6b6536", + "protocol_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59" }, "failures": [], "observed": { - "map_sha256": "488846129a3c47e89d54538515e6bdbd7ce849e4081ab8a4ad40c9ce2a1e1391", - "protocol_sha256": "87f44e60621c45d2fc1448fda11cd446960d6bab7cb51b346367339e2e751e1f" + "map_sha256": "6bbf3ec845a090db560539f63ccad777e201de749b9b27f708fd04ecdc6b6536", + "protocol_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59" }, "status": "covered" }, @@ -1677,7 +1677,7 @@ "compiler_ir.seed_stream_map" ], "expected": { - "implementation_sha256": "87f44e60621c45d2fc1448fda11cd446960d6bab7cb51b346367339e2e751e1f", + "implementation_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59", "protocol": "legacy-v1", "streams": [ "build_model", @@ -1698,7 +1698,7 @@ }, "failures": [], "observed": { - "implementation_sha256": "87f44e60621c45d2fc1448fda11cd446960d6bab7cb51b346367339e2e751e1f", + "implementation_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59", "protocol": "legacy-v1", "streams": [ "build_model", @@ -1887,7 +1887,7 @@ "alpha", "zeta" ], - "sha256": "69c2e4fcc8ebdf1e6257ccaf4787b736c4822beda5f4ee01a53ffa3945f4936f" + "sha256": "94ed381f17dc9cafb80396b2ea0f02ed8745d9359ec3f4d551a65a5a7f2fc26d" }, "failures": [], "observed": { @@ -1911,7 +1911,7 @@ "alpha", "zeta" ], - "sha256": "69c2e4fcc8ebdf1e6257ccaf4787b736c4822beda5f4ee01a53ffa3945f4936f" + "sha256": "94ed381f17dc9cafb80396b2ea0f02ed8745d9359ec3f4d551a65a5a7f2fc26d" }, "status": "covered" }, @@ -1975,7 +1975,7 @@ "take_up_contract", "us_qbi_reconciliation_contract" ], - "sha256": "7248c2831f3772e75f22dbabcbb5794d5d81138009a38aae8410e43aa05fb656" + "sha256": "e31727246ecd547071778fb91c2f6b102cf024f3c0cc64252bbc8040b9fb1201" }, "status": "covered" }, @@ -2599,7 +2599,7 @@ "country": "us", "schema_id": "country_spec", "schema_version": 1, - "spec_sha256": "9b4b3260c20c30ba71a0947f8d78e322c8d2a3e6cb94e87a3729be950a9e90f2" + "spec_sha256": "0b5c29e4155721556e7f93b278a9b01586f178c06fe945d21e2c336270fc4e3c" } }, "report_schema_version": 3, @@ -2609,7 +2609,7 @@ "country": "us", "schema_id": "country_spec", "schema_version": 1, - "spec_sha256": "9b4b3260c20c30ba71a0947f8d78e322c8d2a3e6cb94e87a3729be950a9e90f2" + "spec_sha256": "0b5c29e4155721556e7f93b278a9b01586f178c06fe945d21e2c336270fc4e3c" }, "status": "pass" } diff --git a/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py b/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py index 2845ac1496..b21e586c4e 100644 --- a/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py +++ b/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py @@ -350,7 +350,7 @@ "acs_person_predictors": "878c788a6f037d7aca12b3586ea034eff04f3034ffa11935a736493042551f25", "authority": "bf681aedc859fd6398ef72da68f584069b7d25b3085c549bf99f82e8324c4eef", "early_families": "4aa9f736fd76e83955477ad1667e58f48f264783f05bdc7f0102cd32d61323bd", - "full_checkpoint": "69c2e4fcc8ebdf1e6257ccaf4787b736c4822beda5f4ee01a53ffa3945f4936f", + "full_checkpoint": '94ed381f17dc9cafb80396b2ea0f02ed8745d9359ec3f4d551a65a5a7f2fc26d', "gap_fill_schedule": "1c31f9868f7884347cc19cf1ff65da43f950b9114941a715bab168246db414a7", "graph_nodes": "1b208fff4f6d878c522147fee617177544bda8963c940f98a4bfc37507cb955f", "geography_assignment": "44e7f5f6cd7ceeef85d532c3d46306d03de4f4ee811376e6d29920742746b65c", @@ -380,8 +380,8 @@ # microcosm#1259's recipient-share bound in puf_support moves both again. # microcosm#1261 moves both again: the PUF donor carries partnership and # S-corp line-32 shares as separate leaves. - "seed_map": "488846129a3c47e89d54538515e6bdbd7ce849e4081ab8a4ad40c9ce2a1e1391", - "seed_protocol": "87f44e60621c45d2fc1448fda11cd446960d6bab7cb51b346367339e2e751e1f", + "seed_map": '6bbf3ec845a090db560539f63ccad777e201de749b9b27f708fd04ecdc6b6536', + "seed_protocol": '898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59', "source_manifest": "608c3621b1e4a108e57c8f83d16a184acdb3d05e16a81b895f7f72dbf5d0685c", "take_up": "9522ce40f7dea569312dd7a7beb474e5a5afadd2f1e10cb5876534c3ef623d35", "tail": "071d418bb49976f4682c320d2ad07097c177de3a645d2524f235e1ff33ac83f9", diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md new file mode 100644 index 0000000000..f5714a0939 --- /dev/null +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md @@ -0,0 +1,68 @@ +# US local-jurisdiction flags + +policyengine-us 2.2.1 (and 2.60.4) declares four local-tax jurisdictions as +plain inputs with no formula. A flag stays `False` unless the dataset writes +it: + +| Flag | Entity | Rule | 2020 geography | Population | Engine consumer | +| --- | --- | --- | --- | ---: | --- | +| `in_denver` | household | county | county 08031 (same blocks as Denver city, 08/20000) | 715,522 | Denver property-tax relief eligibility | +| `in_yonkers` | household | place | NY place 84000 (Yonkers city) | 211,569 | `ny_yonkers_income_tax` | +| `in_wilmington` | household | place | DE place 77580 (Wilmington city) | 70,898 | `de_wilmington_earned_income_tax` | +| `pa_philadelphia_wage_tax_resident` | person | county | county 42101 (same blocks as Philadelphia city, 42/60000) | 1,603,797 | `pa_philadelphia_wage_tax` | + +Local flags that have a formula on `county_fips` (`in_nyc`, `in_la` and the +rest) need nothing: the engine computes them from the county the geography +line writes. + +## Registry + +`us_local_jurisdictions.json` holds the table above, and +`local_jurisdictions.py` pins its SHA-256. A county rule holds when +`county_fips` equals the registry county. A place rule holds when the first two +digits of `county_fips` equal the registry state and `place_fips` equals the +registry place code; place codes repeat across states, so the state is part of +the match. A person flag takes its household's value. + +`tools/verify_us_local_jurisdiction_registry.py` checks the registry against +three Census sources: + +- the 2020 Gazetteer place and county files (GEOID, ANSI code, name, land and + water area; a county-rule jurisdiction's county and city have identical + areas); +- the 2020 P.L. 94-171 `P1_001N` count for each place and county; and +- any block ladder: the blocks whose household would get a flag sum to the + registry population, and a county-rule flag covers the same blocks as its + city. + +`block_ladder_checks` records the result for ladders `7ba39b95` and `6840b990`. +With `--record` the tool writes a ladder's counts into the registry and prints +the new SHA-256 to pin. + +## Geography lines + +- **Block ladder** (`with_household_us_geography_ladder`): one block fixes + county and place, so the line writes all four flags. +- **Block-location draw** (microcosm#1047): call + `with_us_local_jurisdiction_flags(frame, rungs=BLOCK_GEOGRAPHY_RUNGS)` once + `county_fips` and `place_fips` are final. +- **PUMA ladder** (`with_household_us_puma_ladder`, the stacked pool): the + ladder draws a county but no place. The line writes `in_denver` and the + Philadelphia flag and never writes `in_yonkers` or `in_wilmington`; it also + removes a stale column. The assignment summary records those two as + `unavailable`, and the engine ABI lock lists them as + `unavailable_place_jurisdiction_input`. +- **Pooled ACS line** (`with_optional_acs_spine`): donor rows arrive with + block-line flags and ACS rows without. The pool re-derives the county-rule + flags for every row from the final county and removes the place-rule flags. + Without a PUMA ladder it removes every flag, because ACS rows then have no + county. + +Missing, null or malformed geography raises; no line writes `False` for a +household whose county or place it does not know. Both ladder gates fail a +flag column that disagrees with its rule, or a place-rule flag on a table with +no complete `place_fips`. + +The Philadelphia flag records residence only. `pa_philadelphia_wage_tax` also +needs `pa_philadelphia_wage_tax_taxable_wages`, which no line supplies yet, so +the tax stays zero in built datasets. diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/US_PUMA_LADDER.md b/packages/microcosm-build/src/microcosm/build/us_runtime/US_PUMA_LADDER.md index 8702bd870e..c15dd4fa96 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/US_PUMA_LADDER.md +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/US_PUMA_LADDER.md @@ -26,6 +26,11 @@ from its `seed`. The dense ACS-spine artifact is filtered to state / congressional district / county for local analysis because every record carries all three. +The ladder also writes the county-rule local-jurisdiction flags (`in_denver`, +`pa_philadelphia_wage_tax_resident`) from the drawn county. It has no place +rung, so it never writes `in_yonkers` or `in_wilmington`, and its summary +records them as unavailable ([US_LOCAL_JURISDICTIONS.md](US_LOCAL_JURISDICTIONS.md)). + ## Why one block pass 2020 tabulation blocks nest in 2020 census tracts, and 2020 tracts nest in 2020 diff --git a/packages/microcosm-build/tests/engine_contract/us/test_us_local_jurisdiction_engine_contract.py b/packages/microcosm-build/tests/engine_contract/us/test_us_local_jurisdiction_engine_contract.py new file mode 100644 index 0000000000..cddc1e1590 --- /dev/null +++ b/packages/microcosm-build/tests/engine_contract/us/test_us_local_jurisdiction_engine_contract.py @@ -0,0 +1,64 @@ +"""The registry flags are policyengine-us inputs the engine cannot compute. + +Each registry flag must exist in the pinned engine as an input variable with +no formula, a boolean defaulting to ``False`` on the registry's entity, and +each listed consumer must read it. If a later engine gives a flag a formula, +this fails and the registry entry should be retired rather than kept writing +a column the engine would treat as formula-owned. +""" + +from __future__ import annotations + +import inspect +import json +from importlib.resources import files + +import pytest + +from microcosm.build.us_runtime.local_jurisdictions import ( + US_LOCAL_JURISDICTION_REGISTRY_RESOURCE, + packaged_us_local_jurisdiction_registry, +) + +REGISTRY = packaged_us_local_jurisdiction_registry() +DOCUMENT = json.loads( + files("microcosm.build.us_runtime") + .joinpath(US_LOCAL_JURISDICTION_REGISTRY_RESOURCE) + .read_text() +) +CONSUMERS = { + item["flag"]: item["engine_consumers"] for item in DOCUMENT["jurisdictions"] +} + + +@pytest.fixture(scope="module") +def system(): + from policyengine_us import CountryTaxBenefitSystem + + return CountryTaxBenefitSystem() + + +@pytest.mark.parametrize("item", REGISTRY.jurisdictions, ids=lambda item: item.flag) +def test_registry_flag_is_an_input_only_boolean_on_its_entity(system, item) -> None: + variable = system.variables[item.flag] + + assert variable.is_input_variable() + assert not getattr(variable, "formulas", None) + assert variable.entity.key == item.entity + assert variable.value_type is bool + assert variable.default_value is False + assert str(variable.definition_period).lower() == "year" + + +@pytest.mark.parametrize("item", REGISTRY.jurisdictions, ids=lambda item: item.flag) +def test_each_listed_consumer_reads_the_flag(system, item) -> None: + for consumer in CONSUMERS[item.flag]: + variable = system.variables[consumer] + defined_for = getattr(variable, "defined_for", None) + reads_in_formula = any( + f'"{item.flag}"' in inspect.getsource(formula) + for formula in variable.formulas.values() + ) + assert reads_in_formula or getattr(defined_for, "name", defined_for) == ( + item.flag + ), consumer diff --git a/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py b/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py index de2cf00847..95c0e6a093 100644 --- a/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py +++ b/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py @@ -18,7 +18,7 @@ def test_semantic_hash_has_golden_vector_and_surface_separation(tmp_path) -> Non # self-employment feature in the imputation schema moves the schema-set # receipt, and its post-transfer step moves acs_transfer's attested bytes. assert first.spec_sha256 == ( - "8654884dc7dde724af39b78d07cffb151c61680d388c05576cd34dee83fb79fb" + '13cd46573e0291b3305c97d6b0b741b16d8be78c12368e2b3b6935826820c62e' ) second_root = _rich_minimal(tmp_path / "xy", note="second", store="local:b") diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_base_pool.py b/packages/microcosm-build/tests/engine_free/us/test_us_base_pool.py index 9b0700128e..9d7ac6479c 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_base_pool.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_base_pool.py @@ -938,3 +938,68 @@ def test__preflight_validates_geography_before_transfer() -> None: unknown_puma["puma"] = ["0999901"] with pytest.raises(ValueError, match="absent from the ladder"): preflight_pooled_ladder_geography(good_base, unknown_puma, ladder) + + +def _block_line_donor_base() -> Frame: + """Donors placed by the block line: Denver and Arapahoe, with flags.""" + + base = _assigned_geography_base_frame( + state_fips=8, + tracts=["08031000100", "08005000100"], + congressional_districts=[801, 801], + counties=["08031", "08005"], + ) + tables = {entity: base.table(entity).copy() for entity in base.entities} + household = tables["household"] + household["place_fips"] = ["20000", "04000"] + household["in_denver"] = [True, False] + household["in_yonkers"] = [False, False] + household["in_wilmington"] = [False, False] + tables["person"]["pa_philadelphia_wage_tax_resident"] = False + return Frame( + tables, + US_SCHEMA, + {entity: base.weights_for(entity) for entity in base.weighted_entities}, + base.strata, + ) + + +def test__given_block_line_flags__then_pool_rederives_county_flags_for_every_row() -> ( + None +): + # Given: the ACS row draws its county from a PUMA spanning Denver and + # Arapahoe, and has no place; the donors carry block-line flags. + tracts = ["08031000100", "08005000100"] + ladder = _single_puma_ladder("0800101", tracts, ["08031", "08005"], 801) + acs = _acs_frame(state_fips=8, puma="0800101") + + # When + result = with_optional_acs_spine( + _block_line_donor_base(), + acs, + puma_ladder=ladder, + geography_seed=4, + expected_congressional_district_vintage="119th_congress", + ) + + # Then: county flags cover every row from the final county, place flags + # are gone rather than half-null, and persons follow their household. + household = result.table("household") + person = result.table("person") + assert "in_yonkers" not in household + assert "in_wilmington" not in household + assert household["in_denver"].dtype == bool + assert ( + household["in_denver"].tolist() == household["county_fips"].eq("08031").tolist() + ) + assert person["pa_philadelphia_wage_tax_resident"].dtype == bool + assert not person["pa_philadelphia_wage_tax_resident"].any() + assert len(person) == 5 + + +def test__given_block_line_flags_and_no_ladder__then_pool_drops_every_flag() -> None: + result = with_optional_acs_spine(_block_line_donor_base(), _acs_frame(state_fips=8)) + + for flag in ("in_denver", "in_yonkers", "in_wilmington"): + assert flag not in result.table("household") + assert "pa_philadelphia_wage_tax_resident" not in result.table("person") diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py b/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py new file mode 100644 index 0000000000..dadf6817b7 --- /dev/null +++ b/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py @@ -0,0 +1,808 @@ +"""US local-jurisdiction flags: registry pin, derivation properties and gates. + +Invariants exercised here (stated for every input, then checked by +Hypothesis): + +- a flag is true exactly when the household's county (county rule) or its + state and place (place rule) equal the registry geography; +- over a block ladder, the population of the blocks whose household gets a + flag equals the population of the jurisdiction's blocks; +- derivation is deterministic and commutes with any reordering of household + or person rows, and each person carries its household's value; +- a line without a place rung never writes a place-rule flag, and missing or + malformed geography raises instead of yielding ``False``. +""" + +from __future__ import annotations + +import hashlib +import json +from pathlib import Path + +import numpy as np +import pandas as pd +import pytest +from hypothesis import given, settings +from hypothesis import strategies as st + +from microcosm.build.us_runtime.geography_ladder import ( + assign_us_geography_ladder, + us_geography_ladder_assignment_summary, + us_geography_ladder_gate, + with_household_us_geography_ladder, +) +from microcosm.build.us_runtime.local_jurisdictions import ( + BLOCK_GEOGRAPHY_RUNGS, + JURISDICTION_FLAG_DERIVED, + JURISDICTION_FLAG_UNAVAILABLE, + PUMA_GEOGRAPHY_RUNGS, + US_LOCAL_JURISDICTION_REGISTRY_RESOURCE, + US_LOCAL_JURISDICTION_REGISTRY_SHA256, + apply_us_local_jurisdiction_flags, + check_us_local_jurisdictions_against_block_ladder, + load_us_local_jurisdiction_registry, + packaged_us_local_jurisdiction_registry, + us_local_jurisdiction_flag_failures, + us_local_jurisdiction_flag_values, + with_us_local_jurisdiction_flags, +) +from microcosm.build.us_runtime.puma_ladder import ( + UsPumaLadder, + us_puma_ladder_assignment_summary, + us_puma_ladder_gate, + with_household_us_puma_ladder, +) +from microcosm.frame import US_SCHEMA +from test_support.microcosm_build.us_local_jurisdictions import ( + FIXTURE_BLOCK_BY_NAME, + FIXTURE_BLOCKS, + FixtureBlock, + block_ladder, + households_on_blocks, + us_frame, +) +from test_support.paths import paths_for + +REGISTRY_PATH = ( + paths_for("microcosm-build").package + / "src/microcosm/build/us_runtime" + / US_LOCAL_JURISDICTION_REGISTRY_RESOURCE +) +REGISTRY = packaged_us_local_jurisdiction_registry() +HOUSEHOLD_FLAGS = ("in_denver", "in_wilmington", "in_yonkers") +PERSON_FLAGS = ("pa_philadelphia_wage_tax_resident",) +PLACE_FLAGS = ("in_wilmington", "in_yonkers") + +# The registry geographies, written out independently of the registry file: +# a code mistyped there fails these oracles. +EXPECTED_RULES = { + "in_denver": ("county", "08031"), + "pa_philadelphia_wage_tax_resident": ("county", "42101"), + "in_yonkers": ("place", "36", "84000"), + "in_wilmington": ("place", "10", "77580"), +} + + +def _oracle(flag: str, county: str, place: str) -> bool: + rule = EXPECTED_RULES[flag] + if rule[0] == "county": + return county == rule[1] + return county[:2] == rule[1] and place == rule[2] + + +# --------------------------------------------------------------------------- # +# Registry +# --------------------------------------------------------------------------- # + + +def test_packaged_registry_bytes_match_the_pinned_sha256() -> None: + payload = REGISTRY_PATH.read_bytes() + + assert hashlib.sha256(payload).hexdigest() == US_LOCAL_JURISDICTION_REGISTRY_SHA256 + assert REGISTRY.sha256 == US_LOCAL_JURISDICTION_REGISTRY_SHA256 + + +def test_registry_maps_each_input_only_flag_to_its_2020_geography() -> None: + by_flag = {item.flag: item for item in REGISTRY.jurisdictions} + + assert set(by_flag) == set(EXPECTED_RULES) + assert {flag: by_flag[flag].entity for flag in by_flag} == { + "in_denver": "household", + "in_wilmington": "household", + "in_yonkers": "household", + "pa_philadelphia_wage_tax_resident": "person", + } + for flag, rule in EXPECTED_RULES.items(): + item = by_flag[flag] + assert item.rule == rule[0] + if rule[0] == "county": + assert item.county_fips == rule[1] + else: + assert (item.state_fips, item.place_fips) == rule[1:] + assert by_flag["in_denver"].coextensive_place_fips == "20000" + assert by_flag["pa_philadelphia_wage_tax_resident"].coextensive_place_fips == ( + "60000" + ) + + +def test_registry_records_block_ladder_checks_that_match_its_populations() -> None: + document = json.loads(REGISTRY_PATH.read_text()) + populations = {item.flag: item.population_2020 for item in REGISTRY.jurisdictions} + national = document["sources"]["population"]["national_total_2020"] + + checks = document["block_ladder_checks"] + assert {check["block_ladder_sha256"][:8] for check in checks} == { + "6840b990", + "7ba39b95", + } + for check in checks: + assert check["population"] == national + assert { + flag: entry["population"] for flag, entry in check["jurisdictions"].items() + } == populations + for flag in ("in_denver", "pa_philadelphia_wage_tax_resident"): + entry = check["jurisdictions"][flag] + assert entry["coextensive_place_blocks"] == entry["blocks"] + + +def test_packaged_registry_refuses_bytes_that_differ_from_the_pin(tmp_path) -> None: + edited = tmp_path / "registry.json" + edited.write_bytes(REGISTRY_PATH.read_bytes() + b" ") + + with pytest.raises(ValueError, match="do not match the pinned SHA-256"): + load_us_local_jurisdiction_registry( + edited, expected_sha256=US_LOCAL_JURISDICTION_REGISTRY_SHA256 + ) + + +def _write_registry(path: Path, jurisdictions: list[dict]) -> Path: + path.write_text( + json.dumps( + { + "kind": "us_local_jurisdiction_registry", + "schema_version": 1, + "jurisdictions": jurisdictions, + } + ) + ) + return path + + +def _county_entry(**overrides: object) -> dict: + entry: dict[str, object] = { + "flag": "in_denver", + "entity": "household", + "jurisdiction": "Denver", + "rule": "county", + "state_fips": "08", + "county_fips": "08031", + "place_fips": None, + "coextensive_place_fips": "20000", + "population_2020": 700, + } + entry.update(overrides) + return entry + + +@pytest.mark.parametrize( + ("overrides", "message"), + [ + ({"county_fips": "8031"}, "5-digit string"), + ({"county_fips": 8031}, "5-digit string"), + ({"state_fips": "09"}, "is not in state"), + ({"rule": "tract"}, "rule must be one of"), + ({"entity": "tax_unit"}, "entity must be one of"), + ({"place_fips": "20000"}, "county rule names county_fips and no place_fips"), + ({"population_2020": 0}, "must be positive"), + ({"population_2020": True}, "must be an integer"), + ({"flag": "In_Denver"}, "lowercase identifier"), + ], +) +def test_registry_loader_refuses_malformed_entries( + tmp_path, overrides: dict, message: str +) -> None: + path = _write_registry(tmp_path / "registry.json", [_county_entry(**overrides)]) + + with pytest.raises(ValueError, match=message): + load_us_local_jurisdiction_registry(path) + + +def test_registry_loader_refuses_repeated_flags_and_geographies(tmp_path) -> None: + repeated_flag = _write_registry( + tmp_path / "flag.json", [_county_entry(), _county_entry(county_fips="08005")] + ) + repeated_geography = _write_registry( + tmp_path / "geography.json", + [_county_entry(), _county_entry(flag="in_denver_too")], + ) + + with pytest.raises(ValueError, match="repeats a flag"): + load_us_local_jurisdiction_registry(repeated_flag) + with pytest.raises(ValueError, match="repeats a geography"): + load_us_local_jurisdiction_registry(repeated_geography) + + +# --------------------------------------------------------------------------- # +# Derivation properties +# --------------------------------------------------------------------------- # + +# Registry codes, their neighbours and near misses, plus arbitrary codes. +_COUNTIES = st.one_of( + st.sampled_from( + [ + "08031", + "42101", + "36119", + "10003", + "08005", + "08032", + "18031", + "42103", + "42045", + "06037", + "37129", + "36005", + ] + ), + st.from_regex(r"\A[0-9]{5}\Z"), +) +_PLACES = st.one_of( + st.sampled_from( + ["", "84000", "77580", "20000", "60000", "84001", "77581", "04000"] + ), + st.from_regex(r"\A[0-9]{5}\Z"), +) +_GEOGRAPHY_ROWS = st.lists(st.tuples(_COUNTIES, _PLACES), min_size=1, max_size=40) + + +def _household_table(rows: list[tuple[str, str]]) -> pd.DataFrame: + return pd.DataFrame( + { + "household_id": np.arange(1, len(rows) + 1), + "county_fips": [county for county, _ in rows], + "place_fips": [place for _, place in rows], + } + ) + + +@settings(max_examples=200, deadline=None) +@given(_GEOGRAPHY_ROWS) +def test_flag_is_true_iff_county_or_state_and_place_match(rows) -> None: + household = _household_table(rows) + + values = us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS) + + assert set(values) == set(EXPECTED_RULES) + for flag, observed in values.items(): + assert observed.dtype == bool + expected = [_oracle(flag, county, place) for county, place in rows] + assert observed.tolist() == expected + + +@settings(max_examples=100, deadline=None) +@given(_GEOGRAPHY_ROWS, st.randoms(use_true_random=False)) +def test_derivation_commutes_with_household_row_order(rows, random) -> None: + household = _household_table(rows) + order = list(range(len(rows))) + random.shuffle(order) + shuffled = household.iloc[order].reset_index(drop=True) + + original = us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS) + reordered = us_local_jurisdiction_flag_values(shuffled, rungs=BLOCK_GEOGRAPHY_RUNGS) + repeated = us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS) + + for flag in original: + np.testing.assert_array_equal(reordered[flag], original[flag][order]) + np.testing.assert_array_equal(repeated[flag], original[flag]) + + +@settings(max_examples=100, deadline=None) +@given( + _GEOGRAPHY_ROWS.flatmap( + lambda rows: st.tuples( + st.just(rows), + st.lists( + st.integers(min_value=1, max_value=len(rows)), min_size=1, max_size=60 + ), + ) + ), + st.randoms(use_true_random=False), +) +def test_person_flags_carry_their_household_value_in_any_person_order( + case, random +) -> None: + rows, memberships = case + random.shuffle(memberships) + household = _household_table(rows) + person = pd.DataFrame( + { + "person_id": np.arange(1, len(memberships) + 1), + "person_household_id": memberships, + } + ) + + tables, _ = apply_us_local_jurisdiction_flags( + {"household": household, "person": person}, rungs=BLOCK_GEOGRAPHY_RUNGS + ) + + county = dict(zip(household["household_id"], household["county_fips"], strict=True)) + place = dict(zip(household["household_id"], household["place_fips"], strict=True)) + for flag in PERSON_FLAGS: + expected = [ + _oracle(flag, county[member], place[member]) for member in memberships + ] + assert tables["person"][flag].tolist() == expected + assert flag not in tables["household"] + for flag in HOUSEHOLD_FLAGS: + assert flag not in tables["person"] + assert "pa_philadelphia_wage_tax_resident" not in person # input untouched + + +@settings(max_examples=100, deadline=None) +@given(_GEOGRAPHY_ROWS) +def test_a_line_without_a_place_rung_never_writes_a_place_flag(rows) -> None: + household = _household_table(rows).drop(columns=["place_fips"]) + household["in_yonkers"] = False # a stale column from an earlier line + household["in_wilmington"] = np.nan + person = pd.DataFrame( + { + "person_id": household["household_id"], + "person_household_id": household["household_id"], + } + ) + + tables, receipt = apply_us_local_jurisdiction_flags( + {"household": household, "person": person}, rungs=PUMA_GEOGRAPHY_RUNGS + ) + + for flag in PLACE_FLAGS: + assert flag not in tables["household"] + assert receipt["flags"][flag]["status"] == JURISDICTION_FLAG_UNAVAILABLE + assert "no place rung" in receipt["flags"][flag]["reason"] + assert tables["household"]["in_denver"].tolist() == [ + county == "08031" for county, _ in rows + ] + assert receipt["flags"]["in_denver"]["status"] == JURISDICTION_FLAG_DERIVED + assert receipt["rungs"] == ["county"] + assert receipt["registry_sha256"] == US_LOCAL_JURISDICTION_REGISTRY_SHA256 + + +@pytest.mark.parametrize( + ("column", "value", "message"), + [ + ("county_fips", None, "county_fips must hold 5-digit"), + ("county_fips", np.nan, "county_fips must hold 5-digit"), + ("county_fips", 8031, "county_fips must hold 5-digit"), + ("county_fips", "8031", "county_fips must hold 5-digit"), + ("place_fips", None, "place_fips must hold empty or 5-digit"), + ("place_fips", "8400", "place_fips must hold empty or 5-digit"), + ("place_fips", 84000, "place_fips must hold empty or 5-digit"), + ], +) +def test_unknown_or_malformed_geography_raises_instead_of_writing_false( + column: str, value: object, message: str +) -> None: + household = _household_table([("36119", "84000"), ("08031", "")]) + household[column] = household[column].astype(object) + household.loc[1, column] = value + + with pytest.raises(ValueError, match=message): + us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS) + + +def test_missing_rung_column_raises() -> None: + household = _household_table([("36119", "84000")]).drop(columns=["place_fips"]) + + with pytest.raises(ValueError, match="no 'place_fips'"): + us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS) + + +def test_bytes_codes_from_an_h5_round_trip_are_decoded() -> None: + household = pd.DataFrame( + {"county_fips": [b"36119", b"10003"], "place_fips": [b"84000", b""]} + ) + + values = us_local_jurisdiction_flag_values(household, rungs=BLOCK_GEOGRAPHY_RUNGS) + + assert values["in_yonkers"].tolist() == [True, False] + assert values["in_wilmington"].tolist() == [False, False] + + +# --------------------------------------------------------------------------- # +# Population conservation over a block ladder +# --------------------------------------------------------------------------- # + +_LADDER_BLOCK = st.tuples( + st.sampled_from( + ["08031", "08005", "36119", "36005", "10003", "42101", "42045", "06037"] + ), + st.sampled_from([0, 84000, 77580, 20000, 60000, 4000]), + st.integers(min_value=1, max_value=5_000), +) + + +@settings(max_examples=60, deadline=None) +@given(st.lists(_LADDER_BLOCK, min_size=1, max_size=30)) +def test_flag_weighted_block_population_equals_the_jurisdictions_blocks(rows) -> None: + blocks = [ + FixtureBlock( + name=f"block_{index}", + block_geoid=int(f"{county}{index:06d}1000"), + place_fips=place, + congressional_district_geoid=int(county[:2]) * 100 + index % 100, + population=float(population), + ) + for index, (county, place, population) in enumerate(rows) + ] + # One household per block: the ladder's district-then-block draw is + # deterministic when every block owns its district. + blocks = list( + {block.congressional_district_geoid: block for block in blocks}.values() + ) + ladder = block_ladder(blocks) + household = pd.DataFrame(households_on_blocks_for(blocks)) + + assigned = assign_us_geography_ladder(household, ladder, seed=3) + values = us_local_jurisdiction_flag_values(assigned, rungs=BLOCK_GEOGRAPHY_RUNGS) + population = np.asarray([block.population for block in blocks]) + assert assigned["block_geoid"].tolist() == [ + f"{block.block_geoid:015d}" for block in blocks + ] + + for flag in EXPECTED_RULES: + expected = sum( + block.population + for block in blocks + if _oracle( + flag, + block.county_fips, + "" if block.place_fips == 0 else f"{block.place_fips:05d}", + ) + ) + assert float(population[values[flag]].sum()) == expected + + +def households_on_blocks_for(blocks: list[FixtureBlock]) -> list[dict[str, int]]: + return [ + { + "household_id": index + 1, + "state_fips": block.state_fips, + "congressional_district_geoid": block.congressional_district_geoid, + } + for index, block in enumerate(blocks) + ] + + +def _fixture_registry(tmp_path: Path, **population: int) -> object: + jurisdictions = [] + for item in REGISTRY.jurisdictions: + entry = { + "flag": item.flag, + "entity": item.entity, + "jurisdiction": item.jurisdiction, + "rule": item.rule, + "state_fips": item.state_fips, + "county_fips": item.county_fips, + "place_fips": item.place_fips, + "coextensive_place_fips": item.coextensive_place_fips, + "population_2020": population[item.flag], + } + jurisdictions.append(entry) + return load_us_local_jurisdiction_registry( + _write_registry(tmp_path / "registry.json", jurisdictions) + ) + + +def test_block_ladder_check_passes_on_exact_populations_and_coextensive_blocks( + tmp_path, +) -> None: + ladder = block_ladder() + registry = _fixture_registry( + tmp_path, + in_denver=700, + in_wilmington=70, + in_yonkers=210, + pa_philadelphia_wage_tax_resident=1600, + ) + + report = check_us_local_jurisdictions_against_block_ladder( + ladder.block_geoid, ladder.population, ladder.place_fips, registry=registry + ) + + assert report == { + "in_denver": {"blocks": 1, "population": 700, "coextensive_place_blocks": 1}, + "in_wilmington": {"blocks": 1, "population": 70}, + "in_yonkers": {"blocks": 1, "population": 210}, + "pa_philadelphia_wage_tax_resident": { + "blocks": 1, + "population": 1600, + "coextensive_place_blocks": 1, + }, + } + + +def test_block_ladder_check_refuses_a_population_off_by_one(tmp_path) -> None: + ladder = block_ladder() + registry = _fixture_registry( + tmp_path, + in_denver=700, + in_wilmington=70, + in_yonkers=211, + pa_philadelphia_wage_tax_resident=1600, + ) + + with pytest.raises(ValueError, match="in_yonkers: ladder population 210"): + check_us_local_jurisdictions_against_block_ladder( + ladder.block_geoid, ladder.population, ladder.place_fips, registry=registry + ) + + +def test_block_ladder_check_refuses_a_county_that_is_not_its_city(tmp_path) -> None: + denver = FIXTURE_BLOCK_BY_NAME["denver"] + outside_city = FixtureBlock("denver_outside_city", 80310002001000, 0, 802, 5.0) + ladder = block_ladder([*FIXTURE_BLOCKS, outside_city]) + registry = _fixture_registry( + tmp_path, + in_denver=int(denver.population + outside_city.population), + in_wilmington=70, + in_yonkers=210, + pa_philadelphia_wage_tax_resident=1600, + ) + + with pytest.raises(ValueError, match="are not the same blocks"): + check_us_local_jurisdictions_against_block_ladder( + ladder.block_geoid, ladder.population, ladder.place_fips, registry=registry + ) + + +# --------------------------------------------------------------------------- # +# Lines: block ladder, PUMA ladder, helper for the block-location draw +# --------------------------------------------------------------------------- # + +_NAMES = [block.name for block in FIXTURE_BLOCKS] + + +def _expected_block_flags(name: str) -> dict[str, bool]: + block = FIXTURE_BLOCK_BY_NAME[name] + place = "" if block.place_fips == 0 else f"{block.place_fips:05d}" + return {flag: _oracle(flag, block.county_fips, place) for flag in EXPECTED_RULES} + + +def test_block_line_writes_every_flag_as_an_engine_input() -> None: + people = [[{"age": 40}, {"age": 9}] for _ in _NAMES] + frame = us_frame(households_on_blocks(_NAMES), person_inputs=people) + + assigned = with_household_us_geography_ladder(frame, block_ladder(), seed=11) + + household = assigned.table("household") + person = assigned.table("person") + for position, name in enumerate(_NAMES): + expected = _expected_block_flags(name) + for flag in HOUSEHOLD_FLAGS: + assert bool(household[flag].iloc[position]) is expected[flag], (name, flag) + members = person["person_household_id"].eq( + household["household_id"].iloc[position] + ) + assert ( + person.loc[members, PERSON_FLAGS[0]].tolist() + == [expected[PERSON_FLAGS[0]]] * 2 + ) + assert sorted( + name for name in _NAMES if _expected_block_flags(name)["in_yonkers"] + ) == ["yonkers"] + assert sorted( + name for name in _NAMES if _expected_block_flags(name)["in_wilmington"] + ) == ["wilmington"] + assert household[list(HOUSEHOLD_FLAGS)].dtypes.eq(bool).all() + assert us_local_jurisdiction_flag_failures(household) == [] + + +def test_block_line_is_deterministic_and_receipts_every_flag_as_derived() -> None: + frame = us_frame(households_on_blocks(_NAMES), weights=np.arange(1, 11)) + + first = with_household_us_geography_ladder(frame, block_ladder(), seed=5) + second = with_household_us_geography_ladder(frame, block_ladder(), seed=5) + summary = us_geography_ladder_assignment_summary( + first.table("household"), + block_ladder(), + weight_values=first.weights_for("household").values, + ) + + for entity in ("household", "person"): + pd.testing.assert_frame_equal(first.table(entity), second.table(entity)) + receipt = summary["local_jurisdiction_flags"] + assert receipt["registry_sha256"] == US_LOCAL_JURISDICTION_REGISTRY_SHA256 + assert receipt["rungs"] == ["county", "place"] + assert {flag: entry["status"] for flag, entry in receipt["flags"].items()} == { + flag: JURISDICTION_FLAG_DERIVED for flag in EXPECTED_RULES + } + # Household weights are 1..10 in fixture order: yonkers is the third. + assert receipt["flags"]["in_yonkers"]["weighted_households_in_jurisdiction"] == 3.0 + assert receipt["flags"]["in_denver"]["households_in_jurisdiction"] == 1 + + +def test_frame_helper_matches_the_block_line_for_the_block_location_draw() -> None: + frame = us_frame(households_on_blocks(_NAMES)) + assigned = with_household_us_geography_ladder(frame, block_ladder(), seed=2) + stripped = assigned.table("household").drop(columns=list(HOUSEHOLD_FLAGS)) + tables = {entity: assigned.table(entity) for entity in assigned.entities} + tables["household"] = stripped + tables["person"] = tables["person"].drop(columns=list(PERSON_FLAGS)) + bare = type(assigned)( + tables, + assigned.schema, + {"household": assigned.weights_for("household")}, + ) + + rederived, receipt = with_us_local_jurisdiction_flags( + bare, rungs=BLOCK_GEOGRAPHY_RUNGS + ) + + for entity in ("household", "person"): + pd.testing.assert_frame_equal( + rederived.table(entity), assigned.table(entity), check_like=True + ) + assert receipt["flags"]["in_wilmington"]["status"] == JURISDICTION_FLAG_DERIVED + + +def _co_ny_pa_puma_ladder() -> UsPumaLadder: + # PUMA 0800101 spans Denver (600) and Arapahoe (400); PUMA 3600101 is in + # Westchester; PUMA 4200101 is Philadelphia. + puma = np.asarray([800101, 3600101, 4200101], dtype=np.int64) + return UsPumaLadder( + puma=puma, + puma_population=np.asarray([1000.0, 500.0, 800.0]), + cd_overlap_puma=puma.copy(), + cd_overlap_cd=np.asarray([801, 3616, 4203], dtype=np.int64), + cd_overlap_population=np.asarray([1000.0, 500.0, 800.0]), + county_overlap_puma=np.asarray( + [800101, 800101, 3600101, 4200101], dtype=np.int64 + ), + county_overlap_county=np.asarray([8031, 8005, 36119, 42101], dtype=np.int32), + county_overlap_population=np.asarray([600.0, 400.0, 500.0, 800.0]), + tract_overlap_puma=np.asarray( + [800101, 800101, 3600101, 4200101], dtype=np.int64 + ), + tract_overlap_tract=np.asarray( + [8031000100, 8005000100, 36119000100, 42101000100], dtype=np.int64 + ), + tract_overlap_population=np.asarray([600.0, 400.0, 500.0, 800.0]), + metadata={ + "schema_version": 1, + "kind": "us_puma_ladder", + "puma_vintage": "2020_puma", + "sampling_basis": "population", + "layers": { + "congressional_district": {"vintage": "119th_congress"}, + "county": {"vintage": "2020_census"}, + "tract": {"vintage": "2020_census"}, + }, + }, + ) + + +def test_puma_line_derives_county_flags_and_records_place_flags_unavailable() -> None: + households = [ + {"state_fips": 8, "puma": 800101, "in_yonkers": True, "in_wilmington": False} + for _ in range(40) + ] + [ + {"state_fips": 36, "puma": 3600101, "in_yonkers": True, "in_wilmington": False}, + { + "state_fips": 42, + "puma": 4200101, + "in_yonkers": False, + "in_wilmington": False, + }, + ] + frame = us_frame(households, person_inputs=[[{}, {}] for _ in households]) + + assigned = with_household_us_puma_ladder(frame, _co_ny_pa_puma_ladder(), seed=7) + household = assigned.table("household") + person = assigned.table("person") + summary = us_puma_ladder_assignment_summary(household, _co_ny_pa_puma_ladder()) + + for flag in PLACE_FLAGS: + assert flag not in household + county = household["county_fips"] + assert household["in_denver"].tolist() == county.eq("08031").tolist() + assert 0 < int(household["in_denver"].sum()) < 40 # both counties drawn + philly = household.set_index("household_id")["county_fips"].eq("42101") + assert person["pa_philadelphia_wage_tax_resident"].tolist() == ( + philly.loc[person["person_household_id"]].tolist() + ) + statuses = { + flag: entry["status"] + for flag, entry in summary["local_jurisdiction_flags"]["flags"].items() + } + assert statuses == { + "in_denver": JURISDICTION_FLAG_DERIVED, + "in_wilmington": JURISDICTION_FLAG_UNAVAILABLE, + "in_yonkers": JURISDICTION_FLAG_UNAVAILABLE, + "pa_philadelphia_wage_tax_resident": JURISDICTION_FLAG_DERIVED, + } + assert us_local_jurisdiction_flag_failures(household) == [] + + +# --------------------------------------------------------------------------- # +# Gates +# --------------------------------------------------------------------------- # + + +def _assigned_block_household() -> pd.DataFrame: + frame = us_frame(households_on_blocks(_NAMES)) + return with_household_us_geography_ladder(frame, block_ladder()).table("household") + + +def test_gate_accepts_consistent_or_absent_flags() -> None: + household = _assigned_block_household() + + assert us_local_jurisdiction_flag_failures(household) == [] + assert ( + us_local_jurisdiction_flag_failures( + household.drop(columns=list(HOUSEHOLD_FLAGS)) + ) + == [] + ) + + +@pytest.mark.parametrize("flag", HOUSEHOLD_FLAGS) +def test_gate_fails_a_flag_that_disagrees_with_its_rule(flag: str) -> None: + household = _assigned_block_household() + household[flag] = ~household[flag] + + failures = us_local_jurisdiction_flag_failures(household) + block_gate = us_geography_ladder_gate(household, np.ones(len(household))) + + assert failures == [ + f"{flag}: {len(household)}/{len(household)} row(s) disagree with the " + f"{REGISTRY_RULES[flag]} rule for {REGISTRY_GEOIDS[flag]}" + ] + assert failures[0] in block_gate.failures + + +REGISTRY_RULES = {item.flag: item.rule for item in REGISTRY.jurisdictions} +REGISTRY_GEOIDS = {item.flag: item.geoid for item in REGISTRY.jurisdictions} + + +def test_gate_fails_null_or_non_boolean_flags() -> None: + household = _assigned_block_household() + household["in_denver"] = household["in_denver"].astype(object) + household.loc[0, "in_denver"] = None + household["in_yonkers"] = household["in_yonkers"].map({True: "yes", False: "no"}) + + failures = us_local_jurisdiction_flag_failures(household) + + assert "in_denver: 1 null row(s)" in failures + assert "in_yonkers: holds non-boolean values" in failures + + +def test_puma_gate_fails_a_place_flag_with_no_place_rung() -> None: + household = pd.DataFrame( + { + "household_id": [1, 2], + "state_fips": [36, 36], + "puma": ["3600101", "3600101"], + "congressional_district_geoid": [3616, 3616], + "county_fips": ["36119", "36119"], + "county_fips_2023": ["36119", "36119"], + "in_yonkers": [False, False], + } + ) + + gate = us_puma_ladder_gate(household, np.ones(2), nyc_share_bounds=(0, 1)) + + assert any( + failure.startswith("in_yonkers: present but its place rung cannot decide it") + for failure in gate.failures + ) + + +def test_person_flag_column_requires_resolvable_households() -> None: + household = _household_table([("42101", "60000")]) + person = pd.DataFrame({"person_id": [1], "person_household_id": [99]}) + + with pytest.raises(ValueError, match="Every person must belong"): + apply_us_local_jurisdiction_flags( + {"household": household, "person": person}, rungs=BLOCK_GEOGRAPHY_RUNGS + ) + assert US_SCHEMA.membership_column("household") == "person_household_id" diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool.py b/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool.py index e53afbc40a..fe354b6e61 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool.py @@ -1036,9 +1036,11 @@ def test_remaining_stage_manifest_enumerates_every_simulation_projection_input() "declared_deferred_null_input": 3, "assembled_native_engine_input": 5, "frame_structural_engine_input": 10, - "preserved_stacked_engine_input": 4, + "preserved_stacked_engine_input": 6, + "geography_derived_jurisdiction_input": 2, + "unavailable_place_jurisdiction_input": 2, "derived_schedule_d_input": 1, - "declared_absent_engine_input": 762, + "declared_absent_engine_input": 756, "unprovisioned_source_input": 1, } ) @@ -1048,6 +1050,16 @@ def test_remaining_stage_manifest_enumerates_every_simulation_projection_input() if entry.provision == "preserved_stacked_engine_input" } assert preserved == { + ( + "household", + "congressional_district_geoid", + "ephemeral_simulation_projection_engine_default_if_present_null", + ), + ( + "household", + "county_fips", + "ephemeral_simulation_projection_engine_default_if_present_null", + ), ( "person", "is_related_to_head_or_spouse", @@ -1069,6 +1081,44 @@ def test_remaining_stage_manifest_enumerates_every_simulation_projection_input() "ephemeral_simulation_projection_engine_default_if_present_null", ), } + # The stacked pool draws county from the PUMA ladder but no place: the + # county-rule jurisdiction flags are derived with it at assembly, the + # place-rule ones are never written (local_jurisdictions). + jurisdiction = { + (entry.entity, entry.variable): ( + entry.provision, + entry.available_by, + entry.fallback, + ) + for entry in projection + if entry.provision + in { + "geography_derived_jurisdiction_input", + "unavailable_place_jurisdiction_input", + } + } + assert jurisdiction == { + ("household", "in_denver"): ( + "geography_derived_jurisdiction_input", + "assembled", + "ephemeral_simulation_projection_engine_default_if_present_null", + ), + ("person", "pa_philadelphia_wage_tax_resident"): ( + "geography_derived_jurisdiction_input", + "assembled", + "ephemeral_simulation_projection_engine_default_if_present_null", + ), + ("household", "in_wilmington"): ( + "unavailable_place_jurisdiction_input", + "simulate", + "policyengine_default_no_place_rung", + ), + ("household", "in_yonkers"): ( + "unavailable_place_jurisdiction_input", + "simulate", + "policyengine_default_no_place_rung", + ), + } assert all(entry.fallback is not None for entry in projection) diff --git a/packages/microcosm-build/tests/engine_scenario/us/test_us_local_jurisdiction_flags_engine.py b/packages/microcosm-build/tests/engine_scenario/us/test_us_local_jurisdiction_flags_engine.py new file mode 100644 index 0000000000..2b22b63ded --- /dev/null +++ b/packages/microcosm-build/tests/engine_scenario/us/test_us_local_jurisdiction_flags_engine.py @@ -0,0 +1,174 @@ +"""Local taxes reach households placed through the block-ladder line. + +Synthetic households are pinned to fixture blocks in Yonkers, Wilmington, +Denver and Philadelphia (and a neighbour of each), placed by +``with_household_us_geography_ladder``, and run through +``PolicyEngineUSEngine.materialize``. Each local tax or benefit is nonzero +for the resident and zero (or at the nonresident rate) for the neighbour, +and stripping the derived flags returns the resident to the neighbour's +result, so the flags, not other geography, drive the difference. +""" + +from __future__ import annotations + +import numpy as np +import pytest + +from microcosm.build.us_runtime.geography_ladder import ( + with_household_us_geography_ladder, +) +from microcosm.frame import Frame +from microcosm.frame.adapters.policyengine_us import PolicyEngineUSEngine +from test_support.microcosm_build.us_local_jurisdictions import ( + block_ladder, + households_on_blocks, + us_frame, +) + +PERIOD = 2026 +FLAGS = { + "household": ("in_denver", "in_wilmington", "in_yonkers"), + "person": ("pa_philadelphia_wage_tax_resident",), +} +# Every person carries every input column, so no table holds a null the +# engine would refuse. +NO_INPUTS = { + "age": 40, + "employment_income": 0.0, + "rent": 0.0, + "social_security_retirement": 0.0, + "pa_philadelphia_wage_tax_taxable_wages": 0.0, +} +WORKER = {**NO_INPUTS, "employment_income": 100_000.0} +PHILADELPHIA_WORKER = { + **NO_INPUTS, + "employment_income": 50_000.0, + "pa_philadelphia_wage_tax_taxable_wages": 50_000.0, +} +# Elderly low-income renter: Denver's renter relief needs rent, an elderly or +# disabled member, and income under the AMI-based limit. +DENVER_RENTER = { + **NO_INPUTS, + "age": 72, + "rent": 14_400.0, + "social_security_retirement": 9_000.0, +} +CASES = ( + ("yonkers", WORKER), + ("new_rochelle_westchester", WORKER), + ("wilmington", WORKER), + ("new_castle_unincorporated", WORKER), + ("denver", DENVER_RENTER), + ("aurora_arapahoe", DENVER_RENTER), + ("philadelphia", PHILADELPHIA_WORKER), + ("delaware_county_pa", PHILADELPHIA_WORKER), +) +ROW = {name: position for position, (name, _) in enumerate(CASES)} +OUTPUTS = ( + "ny_yonkers_income_tax", + "de_wilmington_earned_income_tax", + "co_denver_property_tax_relief_renter_eligible", + "co_denver_property_tax_relief", + "pa_philadelphia_wage_tax", + "in_denver", + "in_wilmington", + "in_yonkers", + "pa_philadelphia_wage_tax_resident", +) + + +@pytest.fixture(scope="module") +def placed() -> Frame: + frame = us_frame( + households_on_blocks([name for name, _ in CASES]), + person_inputs=[[dict(person)] for _, person in CASES], + ) + return with_household_us_geography_ladder(frame, block_ladder(), seed=0) + + +def _without_flags(frame: Frame) -> Frame: + tables = {entity: frame.table(entity) for entity in frame.entities} + for entity, flags in FLAGS.items(): + tables[entity] = tables[entity].drop(columns=list(flags)) + return Frame( + tables, + frame.schema, + {"household": frame.weights_for("household")}, + ) + + +@pytest.fixture(scope="module") +def engine() -> PolicyEngineUSEngine: + return PolicyEngineUSEngine() + + +@pytest.fixture(scope="module") +def with_flags(engine, placed) -> dict[str, np.ndarray]: + return dict(engine.materialize(placed, OUTPUTS, PERIOD)) + + +@pytest.fixture(scope="module") +def without_flags(engine, placed) -> dict[str, np.ndarray]: + return dict(engine.materialize(_without_flags(placed), OUTPUTS, PERIOD)) + + +def test_the_engine_loads_the_derived_flags(with_flags) -> None: + for flag, resident in ( + ("in_yonkers", "yonkers"), + ("in_wilmington", "wilmington"), + ("in_denver", "denver"), + ("pa_philadelphia_wage_tax_resident", "philadelphia"), + ): + assert np.flatnonzero(with_flags[flag]).tolist() == [ROW[resident]], flag + + +def test_yonkers_resident_surcharge_is_nonzero_only_in_yonkers( + with_flags, without_flags +) -> None: + tax = with_flags["ny_yonkers_income_tax"] + + assert tax[ROW["yonkers"]] > 0 + assert tax[ROW["new_rochelle_westchester"]] == 0 + assert without_flags["ny_yonkers_income_tax"][ROW["yonkers"]] == 0 + + +def test_wilmington_earned_income_tax_is_nonzero_only_in_wilmington( + with_flags, without_flags +) -> None: + tax = with_flags["de_wilmington_earned_income_tax"] + + assert tax[ROW["wilmington"]] > 0 + assert tax[ROW["new_castle_unincorporated"]] == 0 + assert without_flags["de_wilmington_earned_income_tax"][ROW["wilmington"]] == 0 + + +def test_denver_renter_relief_reaches_only_the_denver_renter( + with_flags, without_flags +) -> None: + eligible = with_flags["co_denver_property_tax_relief_renter_eligible"] + relief = with_flags["co_denver_property_tax_relief"] + + assert eligible[ROW["denver"]] > 0 + assert relief[ROW["denver"]] > 0 + assert eligible[ROW["aurora_arapahoe"]] == 0 + assert relief[ROW["aurora_arapahoe"]] == 0 + assert without_flags["co_denver_property_tax_relief"][ROW["denver"]] == 0 + + +def test_philadelphia_wage_tax_uses_the_resident_rate_for_residents( + with_flags, without_flags +) -> None: + from policyengine_us import CountryTaxBenefitSystem + + rates = CountryTaxBenefitSystem().parameters(PERIOD).gov.local.pa.philadelphia + resident_rate = rates.tax.income.resident_rate + nonresident_rate = rates.tax.income.nonresident_rate + wages = PHILADELPHIA_WORKER["pa_philadelphia_wage_tax_taxable_wages"] + tax = with_flags["pa_philadelphia_wage_tax"] + + assert resident_rate != nonresident_rate + assert tax[ROW["philadelphia"]] == pytest.approx(wages * resident_rate) + assert tax[ROW["delaware_county_pa"]] == pytest.approx(wages * nonresident_rate) + assert without_flags["pa_philadelphia_wage_tax"][ + ROW["philadelphia"] + ] == pytest.approx(wages * nonresident_rate) diff --git a/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py b/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py index 58ea9b4bbc..7935076e6e 100644 --- a/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py +++ b/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py @@ -350,7 +350,7 @@ def capture_equality(expected: object, actual: object) -> None: # microcosm#1251's passive partnership/S-corp leaf in puf_support moves it. # microcosm#1259's recipient-share bound in puf_support moves it again. # microcosm#1261's entity split of line 32 moves it too. - "spec_sha256": "9b4b3260c20c30ba71a0947f8d78e322c8d2a3e6cb94e87a3729be950a9e90f2", + "spec_sha256": '0b5c29e4155721556e7f93b278a9b01586f178c06fe945d21e2c336270fc4e3c', }, } diff --git a/test_support/microcosm_build/us_local_jurisdictions.py b/test_support/microcosm_build/us_local_jurisdictions.py new file mode 100644 index 0000000000..a432c235c8 --- /dev/null +++ b/test_support/microcosm_build/us_local_jurisdictions.py @@ -0,0 +1,151 @@ +"""Shared fixtures for the US local-jurisdiction flag tests. + +A synthetic block ladder whose blocks sit in the registry jurisdictions, in a +neighbour of each, and in near misses (a registry place code in another +state), plus a small US frame builder. Each block has its own congressional +district, so assigning a household to that district pins it to that block and +the ladder assignment is deterministic. +""" + +from __future__ import annotations + +from collections.abc import Mapping, Sequence +from dataclasses import dataclass + +import numpy as np +import pandas as pd + +from microcosm.build.us_runtime.geography_ladder import UsBlockLadder +from microcosm.frame import US_SCHEMA, Frame, WeightKind, Weights + + +@dataclass(frozen=True) +class FixtureBlock: + name: str + block_geoid: int + place_fips: int + congressional_district_geoid: int + population: float + + @property + def state_fips(self) -> int: + return self.block_geoid // 10**13 + + @property + def county_fips(self) -> str: + return f"{self.block_geoid:015d}"[:5] + + +FIXTURE_BLOCKS: tuple[FixtureBlock, ...] = ( + FixtureBlock("denver", 80310001001000, 20000, 801, 700.0), + FixtureBlock("aurora_arapahoe", 80050001001000, 4000, 806, 300.0), + FixtureBlock("yonkers", 361190001001000, 84000, 3616, 210.0), + FixtureBlock("new_rochelle_westchester", 361190002001000, 50617, 3617, 80.0), + FixtureBlock("wilmington", 100030001001000, 77580, 1000, 70.0), + FixtureBlock("new_castle_unincorporated", 100030002001000, 0, 1001, 50.0), + FixtureBlock("philadelphia", 421010001001000, 60000, 4203, 1600.0), + FixtureBlock("delaware_county_pa", 420450001001000, 0, 4205, 500.0), + # Near misses: a registry place code in another state. + FixtureBlock("place_84000_in_california", 60370001001000, 84000, 630, 40.0), + FixtureBlock("place_77580_in_north_carolina", 371290001001000, 77580, 3707, 30.0), +) +FIXTURE_BLOCK_BY_NAME = {block.name: block for block in FIXTURE_BLOCKS} + + +def block_ladder_metadata() -> dict[str, object]: + layers = { + "congressional_district": {"vintage": "119th_congress"}, + "sldu": {"vintage": "2020_baf"}, + "sldl": {"vintage": "2020_baf"}, + "place": {"vintage": "2020_census"}, + "cbsa": {"vintage": "omb_2023_delineations"}, + } + return { + "schema_version": 1, + "kind": "us_block_ladder", + "block_vintage": "2020_tabulation_blocks", + "sampling_basis": "population", + "layers": layers, + } + + +def block_ladder(blocks: Sequence[FixtureBlock] = FIXTURE_BLOCKS) -> UsBlockLadder: + """A ladder holding ``blocks``, one congressional district per block.""" + + count = len(blocks) + return UsBlockLadder( + block_geoid=np.asarray([block.block_geoid for block in blocks], dtype=np.int64), + population=np.asarray([block.population for block in blocks], dtype=np.float64), + congressional_district_geoid=np.asarray( + [block.congressional_district_geoid for block in blocks], dtype=np.int64 + ), + sldu=np.asarray(["001"] * count, dtype="U3"), + sldl=np.asarray(["001"] * count, dtype="U3"), + place_fips=np.asarray([block.place_fips for block in blocks], dtype=np.int32), + cbsa_code=np.asarray([0] * count, dtype=np.int32), + metadata=block_ladder_metadata(), + ) + + +def us_frame( + households: Sequence[Mapping[str, object]], + *, + person_inputs: Sequence[Sequence[Mapping[str, object]]] | None = None, + weights: Sequence[float] | None = None, +) -> Frame: + """A US frame with one group unit of each kind per household. + + ``households`` gives each household's columns (``household_id`` is + assigned 1..n when absent); ``person_inputs`` gives each household's + people, one mapping of person columns each (one empty person by default). + """ + + household = pd.DataFrame(list(households)) + if "household_id" not in household: + household.insert(0, "household_id", np.arange(1, len(household) + 1)) + people = person_inputs or [[{}] for _ in range(len(household))] + if len(people) != len(household): + raise ValueError("person_inputs must give one list per household.") + rows: list[dict[str, object]] = [] + for household_id, members in zip(household["household_id"], people, strict=True): + for member in members: + row: dict[str, object] = {} + for group in US_SCHEMA.group_entities: + row[US_SCHEMA.membership_column(group)] = int(household_id) + row.update(member) + rows.append(row) + person = pd.DataFrame(rows) + person.insert(0, US_SCHEMA.person_id_column, np.arange(1, len(person) + 1)) + tables: dict[str, pd.DataFrame] = {"person": person, "household": household} + for group in US_SCHEMA.group_entities: + if group == "household": + continue + tables[group] = pd.DataFrame( + {US_SCHEMA.id_column(group): household["household_id"].to_numpy()} + ) + values = np.ones(len(household)) if weights is None else np.asarray(weights) + return Frame( + tables, + US_SCHEMA, + { + "household": Weights( + values=values.astype(np.float64), kind=WeightKind.DESIGN + ) + }, + ) + + +def households_on_blocks( + names: Sequence[str], +) -> list[dict[str, object]]: + """Household rows whose district pins each to the named fixture block.""" + + return [ + { + "state_fips": FIXTURE_BLOCK_BY_NAME[name].state_fips, + "congressional_district_geoid": ( + FIXTURE_BLOCK_BY_NAME[name].congressional_district_geoid + ), + } + for name in names + ] From 84ab87470e1640b4b76ed308d95012516bb81830 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 2 Nov 2026 09:55:05 -0500 Subject: [PATCH 4/9] Re-derive flags for existing artifacts, require flags in ladder gates, record the no-ladder pool receipt Answers the round-1 review of b7b3e21f: - rederive_us_local_jurisdiction_flags reads the rungs an existing artifact's own geography supports (county when county_fips is on every row; place only when place_fips and a 15-digit block_geoid are too), refuses carried household or person flags that disagree, and writes the flags. export_us_l0_refit_h5 and the fiscal refresh release builder call it on the loaded base and record the receipt. - Both ladder gates fail an absent flag whose rule the line's own rung decides (block: county and place; PUMA: county), so a missing column can no longer reach the engine as an all-False default. - build_optional_acs_multispine records the pool's flag receipt in provenance on both the ladder and no-ladder paths. Also classifies local_jurisdictions.py for the spine-blindness test, repins the engine ABI digest, and reruns the US spec repin chain (seed-kernel attestations hash geography_ladder.py and puma_ladder.py). Co-Authored-By: Claude Opus 5.5 --- .../us-local-jurisdiction-flags.added.md | 2 +- docs/evidence/spec-engine/us-f0-coverage.json | 16 +- .../build/spec_engine/inventory_coverage.py | 4 +- .../us_runtime/US_LOCAL_JURISDICTIONS.md | 42 +++- .../build/us_runtime/acs_multispine.py | 19 ++ .../microcosm/build/us_runtime/base_pool.py | 21 +- .../build/us_runtime/geography_ladder.py | 11 +- .../build/us_runtime/l0_refit_export.py | 13 +- .../build/us_runtime/local_jurisdictions.py | 128 +++++++++++- .../microcosm/build/us_runtime/puma_ladder.py | 11 +- .../us/test_spec_engine_engine_abi.py | 2 +- .../shared/test_spec_engine_loader.py | 2 +- .../engine_free/us/test_us_acs_multispine.py | 39 +++- .../us/test_us_county_vintage_ladders.py | 1 + .../us/test_us_fiscal_refresh_builder.py | 39 ++++ .../us/test_us_geography_ladder.py | 15 ++ .../engine_free/us/test_us_l0_refit_export.py | 110 ++++++++++ .../us/test_us_local_jurisdictions.py | 193 +++++++++++++++++- .../engine_free/us/test_us_puma_ladder.py | 21 ++ .../engine_free/us/test_us_spine_blindness.py | 11 +- .../us/test_us_multispine_pool_tool.py | 2 +- tools/build_us_fiscal_refresh_release.py | 22 ++ 22 files changed, 678 insertions(+), 46 deletions(-) diff --git a/changelog.d/us-local-jurisdiction-flags.added.md b/changelog.d/us-local-jurisdiction-flags.added.md index 91c03e0812..580599da26 100644 --- a/changelog.d/us-local-jurisdiction-flags.added.md +++ b/changelog.d/us-local-jurisdiction-flags.added.md @@ -1 +1 @@ -Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. +Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. The L0/refit export and the fiscal refresh release builder re-derive the flags from an existing base's own geography, so a base built before this change no longer exports without them, and both ladder gates now fail a table that lacks a flag its geography decides. diff --git a/docs/evidence/spec-engine/us-f0-coverage.json b/docs/evidence/spec-engine/us-f0-coverage.json index 63bec3740a..892852394a 100644 --- a/docs/evidence/spec-engine/us-f0-coverage.json +++ b/docs/evidence/spec-engine/us-f0-coverage.json @@ -1656,13 +1656,13 @@ "compiler_ir.node_slices" ], "expected": { - "map_sha256": "6bbf3ec845a090db560539f63ccad777e201de749b9b27f708fd04ecdc6b6536", - "protocol_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59" + "map_sha256": "42c141d97283222723e0e96822f62f49829d3c5a1904fac950b1110af85028da", + "protocol_sha256": "cf465029597523a6efc4fd411601180ff811d26614f3af85ef0e0610f8b8f24d" }, "failures": [], "observed": { - "map_sha256": "6bbf3ec845a090db560539f63ccad777e201de749b9b27f708fd04ecdc6b6536", - "protocol_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59" + "map_sha256": "42c141d97283222723e0e96822f62f49829d3c5a1904fac950b1110af85028da", + "protocol_sha256": "cf465029597523a6efc4fd411601180ff811d26614f3af85ef0e0610f8b8f24d" }, "status": "covered" }, @@ -1677,7 +1677,7 @@ "compiler_ir.seed_stream_map" ], "expected": { - "implementation_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59", + "implementation_sha256": "cf465029597523a6efc4fd411601180ff811d26614f3af85ef0e0610f8b8f24d", "protocol": "legacy-v1", "streams": [ "build_model", @@ -1698,7 +1698,7 @@ }, "failures": [], "observed": { - "implementation_sha256": "898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59", + "implementation_sha256": "cf465029597523a6efc4fd411601180ff811d26614f3af85ef0e0610f8b8f24d", "protocol": "legacy-v1", "streams": [ "build_model", @@ -2599,7 +2599,7 @@ "country": "us", "schema_id": "country_spec", "schema_version": 1, - "spec_sha256": "0b5c29e4155721556e7f93b278a9b01586f178c06fe945d21e2c336270fc4e3c" + "spec_sha256": "395510a7a23f8474ca9ce79daa87c7808c851474e82ad5e2be2a00e18b0c1fd2" } }, "report_schema_version": 3, @@ -2609,7 +2609,7 @@ "country": "us", "schema_id": "country_spec", "schema_version": 1, - "spec_sha256": "0b5c29e4155721556e7f93b278a9b01586f178c06fe945d21e2c336270fc4e3c" + "spec_sha256": "395510a7a23f8474ca9ce79daa87c7808c851474e82ad5e2be2a00e18b0c1fd2" }, "status": "pass" } diff --git a/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py b/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py index b21e586c4e..c2ee972e3e 100644 --- a/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py +++ b/packages/microcosm-build/src/microcosm/build/spec_engine/inventory_coverage.py @@ -380,8 +380,8 @@ # microcosm#1259's recipient-share bound in puf_support moves both again. # microcosm#1261 moves both again: the PUF donor carries partnership and # S-corp line-32 shares as separate leaves. - "seed_map": '6bbf3ec845a090db560539f63ccad777e201de749b9b27f708fd04ecdc6b6536', - "seed_protocol": '898b8ddab801f305ba2e18a8b474e2019bc6b958ea480bcdc6ebdb7f51440c59', + "seed_map": '42c141d97283222723e0e96822f62f49829d3c5a1904fac950b1110af85028da', + "seed_protocol": 'cf465029597523a6efc4fd411601180ff811d26614f3af85ef0e0610f8b8f24d', "source_manifest": "608c3621b1e4a108e57c8f83d16a184acdb3d05e16a81b895f7f72dbf5d0685c", "take_up": "9522ce40f7dea569312dd7a7beb474e5a5afadd2f1e10cb5876534c3ef623d35", "tail": "071d418bb49976f4682c320d2ad07097c177de3a645d2524f235e1ff33ac83f9", diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md index f5714a0939..1f16f92f7c 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md @@ -56,12 +56,46 @@ the new SHA-256 to pin. block-line flags and ACS rows without. The pool re-derives the county-rule flags for every row from the final county and removes the place-rule flags. Without a PUMA ladder it removes every flag, because ACS rows then have no - county. + county. `build_optional_acs_multispine` records the pool's receipt as + `provenance["local_jurisdiction_flags"]` on both paths. Missing, null or malformed geography raises; no line writes `False` for a -household whose county or place it does not know. Both ladder gates fail a -flag column that disagrees with its rule, or a place-rule flag on a table with -no complete `place_fips`. +household whose county or place it does not know. + +## Existing artifacts + +A base H5 built before this registry carries no flags. Two steps start from +an existing artifact rather than a geography line, and both call +`rederive_us_local_jurisdiction_flags` first: + +- the L0/refit export (`export_us_l0_refit_h5`), which records the receipt as + `local_jurisdiction_flags` in its summary; and +- the fiscal refresh release builder, on the loaded base or prepared pool, + which records the receipt under `support_value_repairs` in the calibration + diagnostics. + +The helper reads the rungs from the artifact's own geography +(`us_local_jurisdiction_rungs_present`): the county rung when `county_fips` is +on every row, and the place rung only when every row also has `place_fips` and +a 15-digit `block_geoid`. A pooled artifact whose ACS rows have no block +therefore gets the county-rule flags only. A flag the artifact already carries +must agree with its geography (household and person flags both), or the step +fails. + +## Gates + +Both ladder gates fail: + +- a flag column that disagrees with its rule; +- a null or non-boolean flag; +- a place-rule flag on a table with no complete `place_fips`; and +- a missing flag that the line's own rung decides. The block-ladder gate + requires `in_denver`, `in_yonkers` and `in_wilmington`; the PUMA-ladder gate + requires `in_denver`. + +The gates see only the household table, so they check the household flags. +`us_local_jurisdiction_flag_failures(household, person=...)` also checks that +each person carries its household's value. The Philadelphia flag records residence only. `pa_philadelphia_wage_tax` also needs `pa_philadelphia_wage_tax_taxable_wages`, which no line supplies yet, so diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/acs_multispine.py b/packages/microcosm-build/src/microcosm/build/us_runtime/acs_multispine.py index e34c4b8060..5c38d181e3 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/acs_multispine.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/acs_multispine.py @@ -45,12 +45,17 @@ transfer_acs_inputs, ) from microcosm.build.us_runtime.base_pool import ( + acs_pool_local_jurisdiction_rungs, preflight_pooled_ladder_geography, with_optional_acs_spine, ) from microcosm.build.us_runtime.congressional_district_vintage import ( CURRENT_CONGRESSIONAL_DISTRICT_VINTAGE, ) +from microcosm.build.us_runtime.local_jurisdictions import ( + us_local_jurisdiction_flag_receipt, + us_local_jurisdiction_flag_values, +) from microcosm.build.us_runtime.puma_ladder import ( UsPumaLadder, us_puma_ladder_assignment_summary, @@ -74,6 +79,9 @@ class AcsMultispineResult: ``None`` when the base carries no role for the ACS spine to match. ``provenance["acs_group_quarters_children"]`` is the interim drop's receipt, or ``None`` when the caller kept those records. + ``provenance["local_jurisdiction_flags"]`` records which local-jurisdiction + flags the pool derived and which it left unavailable; without a PUMA + ladder that is every flag. """ frame: Frame @@ -251,6 +259,16 @@ def build_optional_acs_multispine( ) pooled = with_optional_acs_spine(base, transferred_frame, **pool_options) del transferred_frame + # The pool writes the flags its rungs decide and removes the rest; the + # receipt records both, with or without a PUMA ladder. + jurisdiction_rungs = acs_pool_local_jurisdiction_rungs(puma_ladder) + local_jurisdiction_flags = us_local_jurisdiction_flag_receipt( + us_local_jurisdiction_flag_values( + pooled.table("household"), rungs=jurisdiction_rungs + ), + rungs=jurisdiction_rungs, + household_weights=pooled.weights_for("household").values, + ) provenance = { "enabled": True, @@ -273,6 +291,7 @@ def build_optional_acs_multispine( "n_estimators": n_estimators, "max_targets_per_fit": max_targets_per_fit, }, + "local_jurisdiction_flags": _json_ready_mapping(local_jurisdiction_flags), } if hours_donor is not None or hours_donor_factory is not None: provenance["fit_configuration"]["hours_donor_channel"] = hours_donor_channel diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py b/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py index 29efc897ea..b770b3d9db 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/base_pool.py @@ -39,6 +39,7 @@ "ASEC_PUF_SPINE", "DEFAULT_ACS_POOL_PEAK_LIMIT_BYTES", "DONOR_ASSIGNED_GEOGRAPHY_COLUMNS", + "acs_pool_local_jurisdiction_rungs", "donor_assigned_geography_complete", "estimate_optional_acs_pool_peak_bytes", "preflight_pooled_ladder_geography", @@ -69,6 +70,19 @@ _PUMA_LADDER_ANCHOR_COLUMN = "__microcosm_puma_ladder_anchor" +def acs_pool_local_jurisdiction_rungs( + puma_ladder: UsPumaLadder | None, +) -> tuple[str, ...]: + """The local-jurisdiction rungs :func:`with_optional_acs_spine` supplies. + + With a PUMA ladder every row has a final county, so the county-rule + flags are derived; without one the ACS rows have no county and no flag + is. A caller records the pool's receipt with these rungs. + """ + + return PUMA_GEOGRAPHY_RUNGS if puma_ladder is not None else () + + def spine_column(entity: str) -> str: """Return the entity-prefixed base-spine metadata column.""" @@ -115,7 +129,9 @@ def with_optional_acs_spine( from the final county and the place-rule flags are removed (ACS rows have no place); without it every flag is removed, since ACS rows then have no county either. A flag column is never left half-null for the engine - default to fill. + default to fill. :func:`acs_pool_local_jurisdiction_rungs` names the rungs + used, so a caller can record which flags were derived and which were + left unavailable. ``max_peak_bytes`` is a fail-fast bound on estimated frame-resident peak memory. Pass ``None`` to disable the preflight. The estimate includes both @@ -202,8 +218,7 @@ def with_optional_acs_spine( ) tables.update( apply_us_local_jurisdiction_flags( - tables, - rungs=PUMA_GEOGRAPHY_RUNGS if puma_ladder is not None else (), + tables, rungs=acs_pool_local_jurisdiction_rungs(puma_ladder) )[0] ) if household_order is not None: diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py b/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py index fb01c07229..1ed035bc50 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/geography_ladder.py @@ -584,9 +584,14 @@ def us_geography_ladder_gate( f"{cd_column}: {int(cd_mismatch.sum())}/{len(block)} row(s) " "have a state prefix disagreeing with block_geoid" ) - # A flag column is optional here (base H5s built before the flags carry - # none), but one that is present must match its county or place rule. - failures.extend(us_local_jurisdiction_flag_failures(household)) + # The block decides every household flag, so each must be present and + # match its county or place rule. A base H5 built before the flags + # existed fails here; rederive_us_local_jurisdiction_flags repairs it. + failures.extend( + us_local_jurisdiction_flag_failures( + household, required_rungs=BLOCK_GEOGRAPHY_RUNGS + ) + ) total = float(weights.sum()) if total <= 0: diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/l0_refit_export.py b/packages/microcosm-build/src/microcosm/build/us_runtime/l0_refit_export.py index 10cd209e3d..c5e16b446d 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/l0_refit_export.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/l0_refit_export.py @@ -77,6 +77,9 @@ US_IMMIGRATION_NONCONSTANT_PERSON_COLUMNS, ) from microcosm.build.us_runtime.input_mass import us_input_mass_totals +from microcosm.build.us_runtime.local_jurisdictions import ( + rederive_us_local_jurisdiction_flags, +) from microcosm.build.us_runtime.medicare_take_up import ( US_MEDICARE_TAKE_UP_NONCONSTANT_PERSON_COLUMNS, ) @@ -580,6 +583,11 @@ def export_us_l0_refit_h5( shipping. The geography-ladder gate runs on the selected support with its calibrated weights (microcosm #275/#34): a release whose spine is inconsistent or whose NYC mass collapsed fails by default. + + The local-jurisdiction flags are re-derived from the selected support's + own geography before the gate, so a base H5 built before the flags + existed exports them instead of leaving the engine default on every + resident; the summary records the receipt. """ root_attrs_source = ( @@ -592,7 +600,9 @@ def export_us_l0_refit_h5( weight_key=weight_key, zero_weight_tolerance=zero_weight_tolerance, ) - export_frame = attach_l0_refit_weights(base_frame, solution) + export_frame, local_jurisdiction_flags = rederive_us_local_jurisdiction_flags( + attach_l0_refit_weights(base_frame, solution) + ) if require_source_columns: assert_required_us_release_source_columns(export_frame) geography_ladder_gate = us_geography_ladder_gate( @@ -648,6 +658,7 @@ def export_us_l0_refit_h5( US_RELEASE_REQUIRED_HOUSEHOLD_NONCONSTANT_SOURCE_COLUMNS ), "required_source_columns_checked": bool(require_source_columns), + "local_jurisdiction_flags": local_jurisdiction_flags, "geography_ladder_gate_enforced": bool(require_geography_ladder), "geography_ladder_gate": { "passed": geography_ladder_gate.passed, diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py index 55b6646e06..be671c0057 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py @@ -31,6 +31,13 @@ place, so the place-rule flags are *unavailable* there: the line never writes them (any stale column is removed) and its receipt records them as unavailable with the reason, rather than writing ``False``. + +An artifact built before the flags existed carries none, so a step that +exports or recalibrates an existing artifact instead of running a geography +line calls :func:`rederive_us_local_jurisdiction_flags`. It derives every +flag the artifact's own geography decides and refuses a carried flag that +disagrees with that geography. Both ladder gates fail a table that lacks a +flag its geography decides. """ from __future__ import annotations @@ -333,6 +340,41 @@ def _text_codes( return series +def _holds_text_codes( + values: pd.Series, *, column: str, widths: tuple[int, ...] +) -> bool: + try: + _text_codes(values, column=column, widths=widths) + except ValueError: + return False + return True + + +def us_local_jurisdiction_rungs_present(household: pd.DataFrame) -> tuple[str, ...]: + """The rungs a finished household table's own geography supplies. + + For a step that starts from an artifact rather than a geography line. The + county rung needs ``county_fips`` on every row. The place rung also needs + every row to sit on a block: ``place_fips`` with no null row and a + 15-digit ``block_geoid`` on every row. A pooled table whose ACS rows have + no block therefore supplies only the county rung, even where a writer has + stored their missing place as an empty string. A malformed + ``county_fips`` is not judged here; deriving the flags raises on it. + """ + + if "county_fips" not in household or household["county_fips"].isna().any(): + return () + block_anchored = ( + "place_fips" in household + and not household["place_fips"].isna().any() + and "block_geoid" in household + and _holds_text_codes( + household["block_geoid"], column="block_geoid", widths=(15,) + ) + ) + return BLOCK_GEOGRAPHY_RUNGS if block_anchored else PUMA_GEOGRAPHY_RUNGS + + def us_local_jurisdiction_flag_values( household: pd.DataFrame, *, @@ -476,6 +518,48 @@ def with_us_local_jurisdiction_flags( ) +def rederive_us_local_jurisdiction_flags( + frame: Frame, + *, + registry: UsLocalJurisdictionRegistry | None = None, +) -> tuple[Frame, dict[str, Any]]: + """Derive an existing artifact's flags from the geography it carries. + + For a step that exports or recalibrates an artifact rather than running a + geography line. A base H5 built before the flags existed carries none, + and exporting it as-is would leave the engine default (``False``) on + every resident. The rungs come from the artifact's own geography + (:func:`us_local_jurisdiction_rungs_present`). A flag the artifact + already carries must agree with that geography, or this raises: + re-deriving it would hide a corrupt artifact. + + The receipt adds ``carried_flags``, the flags the artifact already held. + """ + + resolved = registry or packaged_us_local_jurisdiction_registry() + household = frame.table("household") + failures = us_local_jurisdiction_flag_failures( + household, person=frame.table("person"), registry=resolved + ) + if failures: + raise ValueError( + "The artifact carries local-jurisdiction flags that disagree with " + "its own geography: " + "; ".join(failures) + ) + carried = sorted( + item.flag + for item in resolved.jurisdictions + if item.flag in frame.table(item.entity) + ) + derived, receipt = with_us_local_jurisdiction_flags( + frame, + rungs=us_local_jurisdiction_rungs_present(household), + registry=resolved, + ) + receipt["carried_flags"] = carried + return derived, receipt + + def _person_household_positions( household: pd.DataFrame, person: pd.DataFrame ) -> np.ndarray: @@ -551,31 +635,51 @@ def us_local_jurisdiction_flag_receipt( def us_local_jurisdiction_flag_failures( household: pd.DataFrame, *, + person: pd.DataFrame | None = None, + required_rungs: Collection[str] = (), registry: UsLocalJurisdictionRegistry | None = None, ) -> list[str]: - """Gate check: every household flag column present agrees with geography. - - A flag column is optional (an artifact built before the flags existed - carries none), but one that is present must equal its rule applied to the - table's own ``county_fips``/``place_fips``. A place-rule flag on a table - with no complete ``place_fips`` fails: nothing could have decided it. + """Gate check: every flag column present agrees with the table's geography. + + A flag present must equal its rule applied to the table's own + ``county_fips``/``place_fips``. A place-rule flag on a table with no + complete ``place_fips`` fails: nothing could have decided it. A flag + whose rule is in ``required_rungs`` must also be present: a gate whose + line supplies that rung passes ``required_rungs``, so an artifact built + before the flags existed fails rather than leaving the engine default on + every resident. + + Person flags are checked only when ``person`` is given; each person must + carry its household's value. """ resolved = registry or packaged_us_local_jurisdiction_registry() + required = set(_normalized_rungs(required_rungs)) + tables = {"household": household, "person": person} failures: list[str] = [] - for item in resolved.for_entity("household"): - if item.flag not in household: + for item in resolved.jurisdictions: + table = tables[item.entity] + if table is None: + continue + if item.flag not in table: + if item.rule in required: + failures.append( + f"{item.flag}: absent, but this table's {item.rule} rung " + "decides it; the engine would default every row to False" + ) continue try: expected = us_local_jurisdiction_flag_values( household, rungs=(item.rule,), registry=resolved )[item.flag] + if item.entity == "person": + expected = expected[_person_household_positions(household, table)] except ValueError as error: failures.append( f"{item.flag}: present but its {item.rule} rung cannot decide it ({error})" ) continue - observed = household[item.flag] + observed = table[item.flag] if observed.isna().any(): failures.append(f"{item.flag}: {int(observed.isna().sum())} null row(s)") continue @@ -588,8 +692,8 @@ def us_local_jurisdiction_flag_failures( disagree = observed.astype(bool).to_numpy() != expected if disagree.any(): failures.append( - f"{item.flag}: {int(disagree.sum())}/{len(household)} row(s) " - f"disagree with the {item.rule} rule for {item.geoid}" + f"{item.flag}: {int(disagree.sum())}/{len(table)} {item.entity} " + f"row(s) disagree with the {item.rule} rule for {item.geoid}" ) return failures @@ -687,8 +791,10 @@ def check_us_local_jurisdictions_against_block_ladder( "check_us_local_jurisdictions_against_block_ladder", "load_us_local_jurisdiction_registry", "packaged_us_local_jurisdiction_registry", + "rederive_us_local_jurisdiction_flags", "us_local_jurisdiction_flag_failures", "us_local_jurisdiction_flag_receipt", "us_local_jurisdiction_flag_values", + "us_local_jurisdiction_rungs_present", "with_us_local_jurisdiction_flags", ] diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py b/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py index 21b559253c..a98dfdfc88 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/puma_ladder.py @@ -617,9 +617,14 @@ def us_puma_ladder_gate( f"{label}: {int(mismatched.sum())}/{len(values)} row(s) " "disagree with the expected state/county prefix" ) - # A present flag must match its rule; a place-rule flag fails here unless - # the table carries a complete place rung to decide it. - failures.extend(us_local_jurisdiction_flag_failures(household)) + # The drawn county decides the county-rule flags, so each must be present + # and match. A place-rule flag fails here unless the table carries a + # complete place rung to decide it. + failures.extend( + us_local_jurisdiction_flag_failures( + household, required_rungs=PUMA_GEOGRAPHY_RUNGS + ) + ) total = float(weights.sum()) if total <= 0: diff --git a/packages/microcosm-build/tests/engine_contract/us/test_spec_engine_engine_abi.py b/packages/microcosm-build/tests/engine_contract/us/test_spec_engine_engine_abi.py index 0e5b0343a8..5f9cf6792b 100644 --- a/packages/microcosm-build/tests/engine_contract/us/test_spec_engine_engine_abi.py +++ b/packages/microcosm-build/tests/engine_contract/us/test_spec_engine_engine_abi.py @@ -46,7 +46,7 @@ def test_checked_in_us_lock_is_fresh_schema_valid_and_not_authored() -> None: "simulate": 992, } assert remaining["receipt"]["manifest_sha256"] == ( - "d4fb9de9c0b8081474a24d0abde84ebf05eb346483fc20e3852e29abc769a501" + "6e70bc749ab7fd34d6bb902423a3240029d14533819cb5c6f1f75457875cf956" ) assert ( remaining["receipt"]["ssi_dependency_contract"]["engine_version_ref"] diff --git a/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py b/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py index 95c0e6a093..c0793c0d9e 100644 --- a/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py +++ b/packages/microcosm-build/tests/engine_free/shared/test_spec_engine_loader.py @@ -18,7 +18,7 @@ def test_semantic_hash_has_golden_vector_and_surface_separation(tmp_path) -> Non # self-employment feature in the imputation schema moves the schema-set # receipt, and its post-transfer step moves acs_transfer's attested bytes. assert first.spec_sha256 == ( - '13cd46573e0291b3305c97d6b0b741b16d8be78c12368e2b3b6935826820c62e' + '8525012b22f0edc6515d8e5261574015f8f277a7288ac601a55871c1487f9d19' ) second_root = _rich_minimal(tmp_path / "xy", note="second", store="local:b") diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_acs_multispine.py b/packages/microcosm-build/tests/engine_free/us/test_us_acs_multispine.py index f421dce480..480153eff1 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_acs_multispine.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_acs_multispine.py @@ -100,7 +100,12 @@ def test__given_source__then_stages_run_in_order_and_provenance_is_json_ready( # The post-transfer adult-care gate probes the transferred frame's person # table; an empty table means "columns absent", so the gate scopes out. transferred_acs = SimpleNamespace(table=lambda entity: pd.DataFrame()) - pooled = object() + # Without a PUMA ladder the pool decides no local-jurisdiction flag, so + # its receipt reads no geography. + pooled = SimpleNamespace( + table=lambda entity: pd.DataFrame(), + weights_for=lambda entity: SimpleNamespace(values=np.ones(0)), + ) source = AcsPumsSource( tmp_path / "csv_hus.zip", tmp_path / "csv_pus.zip", @@ -189,7 +194,22 @@ def fake_pool(actual_base, actual_acs, *, acs_share): ] assert result.frame is pooled assert result.fit_records == (fit_record,) - assert result.provenance == { + provenance = dict(result.provenance) + local_jurisdiction_flags = provenance.pop("local_jurisdiction_flags") + assert local_jurisdiction_flags["rungs"] == [] + assert { + flag: (entry["status"], entry["reason"].split(";")[0]) + for flag, entry in local_jurisdiction_flags["flags"].items() + } == { + "in_denver": ("unavailable", "the line supplies no county rung"), + "in_wilmington": ("unavailable", "the line supplies no place rung"), + "in_yonkers": ("unavailable", "the line supplies no place rung"), + "pa_philadelphia_wage_tax_resident": ( + "unavailable", + "the line supplies no county rung", + ), + } + assert provenance == { "enabled": True, "acs_share": 0.4, "loader": { @@ -627,6 +647,21 @@ def test__given_ladder__then_multispine_records_geography_assignment( "block_geoid", "tract_geoid", ] + # With the ladder every row has a county: the county-rule flags are + # derived, the place-rule flags recorded unavailable. + statuses = { + flag: entry["status"] + for flag, entry in result.provenance["local_jurisdiction_flags"][ + "flags" + ].items() + } + assert statuses == { + "in_denver": "derived", + "in_wilmington": "unavailable", + "in_yonkers": "unavailable", + "pa_philadelphia_wage_tax_resident": "derived", + } + assert result.provenance["local_jurisdiction_flags"]["rungs"] == ["county"] def _test_puma_ladder() -> UsPumaLadder: diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_county_vintage_ladders.py b/packages/microcosm-build/tests/engine_free/us/test_us_county_vintage_ladders.py index 08266ad6c3..dc6b9eb4ec 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_county_vintage_ladders.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_county_vintage_ladders.py @@ -150,6 +150,7 @@ def test_puma_gate_checks_retained_donor_tracts_with_tractless_acs_rows( "county_fips": ["09013", "36061", "09013", "36001"], COUNTY_FIPS_2023_COLUMN: [donor_region, "36061", "09110", "36001"], "tract_geoid": [donor_tract, "36061000100", empty_tract, empty_tract], + "in_denver": [False] * 4, }, index=[1000, 2000, 3000, 4000], ) diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py b/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py index d1cf32d7ce..9545c935d6 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py @@ -2559,6 +2559,22 @@ def test_legacy_cli_result_is_origin_main_three_key_fixture( assert builder.main.__annotations__["return"] in {None, "None"} +def test_builder_derives_local_jurisdiction_flags_before_selection_and_export() -> None: + import inspect + + builder = _load_builder_module() + source = inspect.getsource(builder._main) + base_load = source.index("base_frame = pool_frame") + derive = source.index( + "base_frame, local_jurisdiction_flags = rederive_us_local_jurisdiction_flags(" + ) + selection = source.index("base_frame, selection_report = select_frozen_support(") + export = source.index("release_engine.write_dataset(") + + assert base_load < derive < selection < export + assert source.count("rederive_us_local_jurisdiction_flags(") == 1 + + def test_frozen_support_selection_is_followed_by_weeks_unemployed_regate() -> None: builder = _load_builder_module() source = Path(builder.__file__).read_text(encoding="utf-8") @@ -7363,6 +7379,26 @@ def fake_load_frame(path, *, expected_sha256=None): return FakeFrame() monkeypatch.setattr(builder, "_load_frame", fake_load_frame) + # The household-only FakeFrame has no person table or geography; the + # flag derivation itself is covered in test_us_local_jurisdictions. + local_jurisdiction_receipt = { + "rungs": ["county", "place"], + "carried_flags": [], + "flags": {"in_yonkers": {"status": "derived"}}, + } + + def fake_rederive_local_jurisdiction_flags(frame): + captured["local_jurisdiction_frames"] = [ + *captured.get("local_jurisdiction_frames", []), + frame, + ] + return frame, local_jurisdiction_receipt + + monkeypatch.setattr( + builder, + "rederive_us_local_jurisdiction_flags", + fake_rederive_local_jurisdiction_flags, + ) if prepared_pool: def fake_load_pool(path, *, expected_manifest_sha256): @@ -9252,7 +9288,10 @@ def fake_release_gate_failures(*args, **kwargs): assert captured["diagnostics"]["support_value_repairs"] == { "social_security_components": ss_repair_payload, "non_sch_d_capital_gains": cgd_repair_payload, + "local_jurisdiction_flags": local_jurisdiction_receipt, } + # The flags are derived once, on the loaded base (or prepared pool). + assert len(captured["local_jurisdiction_frames"]) == 1 # The diagnostics carry a complete post-export scoring plan, never an # error record, so no plan line joins the terminal batch (#956). post_export_scoring = captured["diagnostics"]["post_export_scoring"] diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_geography_ladder.py b/packages/microcosm-build/tests/engine_free/us/test_us_geography_ladder.py index f60e8d02e0..9f6eec6f58 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_geography_ladder.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_geography_ladder.py @@ -397,12 +397,27 @@ def _gated_household() -> tuple[pd.DataFrame, np.ndarray]: "sldu": ["027", "046", "024", "001"], "sldl": ["075", "109", "051", "001"], "cbsa_code": ["35620", "10580", "31080", ""], + # The block decides every household local-jurisdiction flag; none + # of these blocks is in Denver, Yonkers or Wilmington. + "in_denver": [False] * 4, + "in_wilmington": [False] * 4, + "in_yonkers": [False] * 4, } ) weights = np.asarray([2.6, 3.6, 73.8, 20.0]) return household, weights +@pytest.mark.parametrize("flag", ["in_denver", "in_wilmington", "in_yonkers"]) +def test_gate_fails_when_a_block_decided_flag_is_absent(flag: str) -> None: + household, weights = _gated_household() + + result = us_geography_ladder_gate(household.drop(columns=[flag]), weights) + + assert not result.passed + assert any(failure.startswith(f"{flag}: absent") for failure in result.failures) + + def _minimal_us_frame() -> Frame: tables = { "person": pd.DataFrame( diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_l0_refit_export.py b/packages/microcosm-build/tests/engine_free/us/test_us_l0_refit_export.py index 5aa49ccc9b..9950cdd5f8 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_l0_refit_export.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_l0_refit_export.py @@ -1157,3 +1157,113 @@ def write_dataset(self, bundle, path, period): "household_vehicles_value", "tenure_type", ] + + +def _frame_with_yonkers_household(**household_extra: object) -> Frame: + """The fixture frame with household 20 moved onto a Yonkers block.""" + + frame = _us_frame() + household = frame.table("household").copy() + yonkers = { + "state_fips": 36, + "congressional_district_geoid": 3616, + "block_geoid": "361190001001000", + "tract_geoid": "36119000100", + "county_fips": "36119", + "county_fips_2023": "36119", + "place_fips": "84000", + } + for column, value in yonkers.items(): + household.loc[1, column] = value + for column, values in household_extra.items(): + household[column] = values + tables = {entity: frame.table(entity) for entity in frame.entities} + tables["household"] = household + return Frame(tables, frame.schema, {"household": frame.weights_for("household")}) + + +def test_export_derives_local_jurisdiction_flags_a_pre_flag_base_lacks( + monkeypatch: pytest.MonkeyPatch, + tmp_path: Path, +) -> None: + base_h5 = tmp_path / "base.h5" + base_h5.write_text("base") + output = tmp_path / "populace_us_2024.h5" + written: dict[str, Frame] = {} + + monkeypatch.setattr( + l0_refit_export, "load_us_frame", lambda path: _frame_with_yonkers_household() + ) + monkeypatch.setattr( + l0_refit_export, "copy_microcosm_root_attrs", lambda source, destination: () + ) + + class FakeEngine: + def write_dataset(self, bundle, path, period): + written["bundle"] = bundle + Path(path).write_text("sentinel") + + monkeypatch.setattr(l0_refit_export, "PolicyEngineUSEngine", FakeEngine) + + summary = export_us_l0_refit_h5( + base_h5=base_h5, + weights_npz=_l0_refit_npz(tmp_path), + output_h5=output, + input_mass_relative_tolerance=1.0, + # A single kept household cannot satisfy national NYC-share bounds. + require_geography_ladder=False, + ) + + household = written["bundle"].table("household") + person = written["bundle"].table("person") + assert household["household_id"].tolist() == [20] + assert household["in_yonkers"].tolist() == [True] + assert household["in_wilmington"].tolist() == [False] + assert household["in_denver"].tolist() == [False] + assert person["pa_philadelphia_wage_tax_resident"].tolist() == [False, False] + receipt = summary["local_jurisdiction_flags"] + assert receipt["carried_flags"] == [] + assert receipt["rungs"] == ["county", "place"] + assert receipt["flags"]["in_yonkers"]["status"] == "derived" + assert receipt["flags"]["in_yonkers"]["weighted_households_in_jurisdiction"] == ( + pytest.approx(333.0) + ) + # The gate ran on the derived flags: no flag failure is recorded. + assert not any( + failure.startswith(("in_", "pa_")) + for failure in summary["geography_ladder_gate"]["failures"] + ) + manifest = json.loads( + output.with_suffix(".l0_refit_export_summary.json").read_text() + ) + assert manifest["local_jurisdiction_flags"] == receipt + + +def test_export_refuses_a_base_whose_carried_flag_disagrees_with_its_geography( + monkeypatch: pytest.MonkeyPatch, + tmp_path: Path, +) -> None: + base_h5 = tmp_path / "base.h5" + base_h5.write_text("base") + output = tmp_path / "populace_us_2024.h5" + + monkeypatch.setattr( + l0_refit_export, + "load_us_frame", + lambda path: _frame_with_yonkers_household(in_yonkers=[False, False]), + ) + monkeypatch.setattr( + l0_refit_export, + "PolicyEngineUSEngine", + lambda: pytest.fail("a corrupt base must not reach the writer"), + ) + + with pytest.raises(ValueError, match="disagree with its own geography: in_yonkers"): + export_us_l0_refit_h5( + base_h5=base_h5, + weights_npz=_l0_refit_npz(tmp_path), + output_h5=output, + input_mass_relative_tolerance=1.0, + require_geography_ladder=False, + ) + assert not output.exists() diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py b/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py index dadf6817b7..a89a5ec12b 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py @@ -42,8 +42,10 @@ check_us_local_jurisdictions_against_block_ladder, load_us_local_jurisdiction_registry, packaged_us_local_jurisdiction_registry, + rederive_us_local_jurisdiction_flags, us_local_jurisdiction_flag_failures, us_local_jurisdiction_flag_values, + us_local_jurisdiction_rungs_present, with_us_local_jurisdiction_flags, ) from microcosm.build.us_runtime.puma_ladder import ( @@ -754,8 +756,8 @@ def test_gate_fails_a_flag_that_disagrees_with_its_rule(flag: str) -> None: block_gate = us_geography_ladder_gate(household, np.ones(len(household))) assert failures == [ - f"{flag}: {len(household)}/{len(household)} row(s) disagree with the " - f"{REGISTRY_RULES[flag]} rule for {REGISTRY_GEOIDS[flag]}" + f"{flag}: {len(household)}/{len(household)} household row(s) disagree " + f"with the {REGISTRY_RULES[flag]} rule for {REGISTRY_GEOIDS[flag]}" ] assert failures[0] in block_gate.failures @@ -806,3 +808,190 @@ def test_person_flag_column_requires_resolvable_households() -> None: {"household": household, "person": person}, rungs=BLOCK_GEOGRAPHY_RUNGS ) assert US_SCHEMA.membership_column("household") == "person_household_id" + + +def _assigned_block_frame(): + frame = us_frame( + households_on_blocks(_NAMES), person_inputs=[[{}, {}] for _ in _NAMES] + ) + return with_household_us_geography_ladder(frame, block_ladder(), seed=3) + + +def test_gate_requires_every_flag_its_rungs_decide() -> None: + assigned = _assigned_block_frame() + household = assigned.table("household").drop(columns=list(HOUSEHOLD_FLAGS)) + person = assigned.table("person").drop(columns=list(PERSON_FLAGS)) + + block = us_local_jurisdiction_flag_failures( + household, person=person, required_rungs=BLOCK_GEOGRAPHY_RUNGS + ) + puma = us_local_jurisdiction_flag_failures( + household, person=person, required_rungs=PUMA_GEOGRAPHY_RUNGS + ) + + assert sorted(failure.split(":")[0] for failure in block) == sorted(EXPECTED_RULES) + assert all("absent" in failure for failure in block) + assert sorted(failure.split(":")[0] for failure in puma) == [ + "in_denver", + "pa_philadelphia_wage_tax_resident", + ] + # Without required rungs an absent flag passes (pre-flag artifacts). + assert us_local_jurisdiction_flag_failures(household, person=person) == [] + + +def test_gate_checks_each_person_flag_against_its_household() -> None: + assigned = _assigned_block_frame() + household = assigned.table("household") + person = assigned.table("person").copy() + flag = PERSON_FLAGS[0] + + assert us_local_jurisdiction_flag_failures(household, person=person) == [] + person.loc[person.index[0], flag] = not person.loc[person.index[0], flag] + + assert us_local_jurisdiction_flag_failures(household, person=person) == [ + f"{flag}: 1/{len(person)} person row(s) disagree with the county rule for 42101" + ] + # The household-only gate cannot see person flags. + assert us_local_jurisdiction_flag_failures(household) == [] + + +# --------------------------------------------------------------------------- # +# Re-deriving an existing artifact (exports, release builder) +# --------------------------------------------------------------------------- # + + +def _block_table(**columns: list[object]) -> pd.DataFrame: + table = { + "household_id": [1, 2], + "county_fips": ["36119", "08031"], + "place_fips": ["84000", "20000"], + "block_geoid": ["361190001001000", "080310001001000"], + } + table.update(columns) + return pd.DataFrame(table) + + +@pytest.mark.parametrize( + ("columns", "expected"), + [ + ({}, BLOCK_GEOGRAPHY_RUNGS), + # A pooled table: ACS rows carry no place and no block. + ({"place_fips": ["84000", None]}, PUMA_GEOGRAPHY_RUNGS), + ( + {"place_fips": ["84000", ""], "block_geoid": ["361190001001000", ""]}, + PUMA_GEOGRAPHY_RUNGS, + ), + ( + {"block_geoid": ["361190001001000", None]}, + PUMA_GEOGRAPHY_RUNGS, + ), + ({"county_fips": ["36119", None]}, ()), + ], +) +def test_rungs_present_reads_the_artifacts_own_geography(columns, expected) -> None: + assert us_local_jurisdiction_rungs_present(_block_table(**columns)) == expected + + +def test_rungs_present_needs_the_columns_themselves() -> None: + table = _block_table() + + assert us_local_jurisdiction_rungs_present(table.drop(columns=["block_geoid"])) == ( + PUMA_GEOGRAPHY_RUNGS + ) + assert us_local_jurisdiction_rungs_present(table.drop(columns=["place_fips"])) == ( + PUMA_GEOGRAPHY_RUNGS + ) + assert ( + us_local_jurisdiction_rungs_present(table.drop(columns=["county_fips"])) == () + ) + + +def _without_flags(frame): + tables = {entity: frame.table(entity) for entity in frame.entities} + tables["household"] = tables["household"].drop(columns=list(HOUSEHOLD_FLAGS)) + tables["person"] = tables["person"].drop(columns=list(PERSON_FLAGS)) + return type(frame)( + tables, frame.schema, {"household": frame.weights_for("household")} + ) + + +@settings(max_examples=40, deadline=None) +@given(st.lists(st.sampled_from(_NAMES), min_size=1, max_size=12)) +def test_rederiving_a_pre_flag_artifact_restores_the_block_line_flags(names) -> None: + frame = us_frame(households_on_blocks(names), person_inputs=[[{}] for _ in names]) + assigned = with_household_us_geography_ladder(frame, block_ladder(), seed=1) + + rederived, receipt = rederive_us_local_jurisdiction_flags(_without_flags(assigned)) + again, again_receipt = rederive_us_local_jurisdiction_flags(rederived) + + for entity in ("household", "person"): + pd.testing.assert_frame_equal( + rederived.table(entity), assigned.table(entity), check_like=True + ) + pd.testing.assert_frame_equal(again.table(entity), rederived.table(entity)) + assert receipt["rungs"] == ["county", "place"] + assert receipt["carried_flags"] == [] + assert again_receipt["carried_flags"] == sorted(EXPECTED_RULES) + assert {entry["status"] for entry in receipt["flags"].values()} == { + JURISDICTION_FLAG_DERIVED + } + + +@pytest.mark.parametrize("flag", sorted(EXPECTED_RULES)) +def test_rederiving_refuses_a_carried_flag_that_disagrees(flag: str) -> None: + assigned = _assigned_block_frame() + tables = {entity: assigned.table(entity) for entity in assigned.entities} + entity = "person" if flag in PERSON_FLAGS else "household" + tables[entity] = tables[entity].assign(**{flag: ~tables[entity][flag]}) + corrupt = type(assigned)( + tables, assigned.schema, {"household": assigned.weights_for("household")} + ) + + with pytest.raises(ValueError, match=f"disagree with its own geography: {flag}"): + rederive_us_local_jurisdiction_flags(corrupt) + + +def test_rederiving_a_pooled_artifact_leaves_place_flags_unavailable() -> None: + # A donor row on the Yonkers block and an ACS row in Denver with no block + # or place: the place rule cannot be decided for the ACS row. + households = [ + { + "state_fips": 36, + "county_fips": "36119", + "place_fips": "84000", + "block_geoid": "361190001001000", + }, + { + "state_fips": 8, + "county_fips": "08031", + "place_fips": None, + "block_geoid": None, + }, + ] + frame = us_frame(households, person_inputs=[[{}], [{}]]) + + rederived, receipt = rederive_us_local_jurisdiction_flags(frame) + + household = rederived.table("household") + assert "in_yonkers" not in household and "in_wilmington" not in household + assert household["in_denver"].tolist() == [False, True] + assert receipt["rungs"] == ["county"] + assert receipt["flags"]["in_yonkers"]["status"] == JURISDICTION_FLAG_UNAVAILABLE + assert receipt["carried_flags"] == [] + + +def test_rederiving_without_a_county_writes_no_flag() -> None: + rederived, receipt = rederive_us_local_jurisdiction_flags( + us_frame([{"state_fips": 36}]) + ) + + assert receipt["rungs"] == [] + assert not set(EXPECTED_RULES) & set(rederived.table("household")) + assert {entry["status"] for entry in receipt["flags"].values()} == { + JURISDICTION_FLAG_UNAVAILABLE + } + # A carried flag that no county could have decided is refused. + with pytest.raises(ValueError, match="in_denver: present but its county rung"): + rederive_us_local_jurisdiction_flags( + us_frame([{"state_fips": 36, "in_denver": False}]) + ) diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_puma_ladder.py b/packages/microcosm-build/tests/engine_free/us/test_us_puma_ladder.py index dab67ef235..1546a6c5c2 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_puma_ladder.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_puma_ladder.py @@ -428,12 +428,33 @@ def _gated_household() -> tuple[pd.DataFrame, np.ndarray]: "congressional_district_geoid": [3612, 3620, 653, 4802], "county_fips": ["36061", "36001", "06037", "48001"], "county_fips_2023": ["36061", "36001", "06037", "48001"], + # The drawn county decides the county-rule flag; no county here is + # Denver. + "in_denver": [False] * 4, } ) weights = np.asarray([2.6, 3.6, 73.8, 20.0]) return household, weights +def test_gate_fails_when_the_county_decided_flag_is_absent() -> None: + household, weights = _gated_household() + + result = us_puma_ladder_gate(household.drop(columns=["in_denver"]), weights) + + assert not result.passed + assert any(failure.startswith("in_denver: absent") for failure in result.failures) + + +def test_gate_does_not_require_a_place_flag() -> None: + household, weights = _gated_household() + + result = us_puma_ladder_gate(household, weights) + + assert "in_yonkers" not in household and "in_wilmington" not in household + assert result.passed, result.failures + + def _minimal_us_frame() -> Frame: tables = { "person": pd.DataFrame( diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_spine_blindness.py b/packages/microcosm-build/tests/engine_free/us/test_us_spine_blindness.py index 1cb0f4c622..4da9d81ac1 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_spine_blindness.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_spine_blindness.py @@ -283,6 +283,9 @@ "input_mass.py", "l0_refit_export.py", "late_producer_dag.py", # Pure contract/schedule derivation; no treatment. + # Local-jurisdiction flags as a pure function of county/place codes; + # no population treatment. + "local_jurisdictions.py", "medicaid_take_up.py", # Reviewed held-out Medicare IRMAA diagnostic; no population treatment. "medicare_irmaa_holdout.py", @@ -3522,9 +3525,11 @@ def test_pool_build_tool_import_graph_is_source_spine_blind() -> None: # block_ladder_sources.py, whose CT_STATE_FIPS they import (#1376). All # are classified by the runtime registries and scanned below like every # reached module. 81 adds puf_source_schedule_e.py, the PUF donor's - # Schedule E line-32 and passive supplement (#1239). - assert len(runtime_graph) == 81, ( - f"{tool.name} must reach the pinned 81-module runtime graph; " + # Schedule E line-32 and passive supplement (#1239). 82 adds + # local_jurisdictions.py, which the PUMA ladder calls to write the + # county-rule local-jurisdiction flags. + assert len(runtime_graph) == 82, ( + f"{tool.name} must reach the pinned 82-module runtime graph; " f"reached {len(runtime_graph)}" ) assert not missing_modules, ( diff --git a/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py b/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py index 7935076e6e..d7e1330db9 100644 --- a/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py +++ b/packages/microcosm-build/tests/engine_workflow/us/test_us_multispine_pool_tool.py @@ -350,7 +350,7 @@ def capture_equality(expected: object, actual: object) -> None: # microcosm#1251's passive partnership/S-corp leaf in puf_support moves it. # microcosm#1259's recipient-share bound in puf_support moves it again. # microcosm#1261's entity split of line 32 moves it too. - "spec_sha256": '0b5c29e4155721556e7f93b278a9b01586f178c06fe945d21e2c336270fc4e3c', + "spec_sha256": '395510a7a23f8474ca9ce79daa87c7808c851474e82ad5e2be2a00e18b0c1fd2', }, } diff --git a/tools/build_us_fiscal_refresh_release.py b/tools/build_us_fiscal_refresh_release.py index 415b2e8bd1..f4a3205e58 100644 --- a/tools/build_us_fiscal_refresh_release.py +++ b/tools/build_us_fiscal_refresh_release.py @@ -271,6 +271,9 @@ attach_l0_refit_entity_weights, load_us_frame, ) +from microcosm.build.us_runtime.local_jurisdictions import ( + rederive_us_local_jurisdiction_flags, +) from microcosm.build.us_runtime.medicare_irmaa_holdout import ( medicare_irmaa_holdout_from_sim, medicare_irmaa_holdout_unavailable, @@ -12933,6 +12936,24 @@ def _main(argv: Sequence[str] | None = None) -> int | None: base_frame = _load_frame(base_h5, expected_sha256=base_dataset_sha256) else: base_frame = pool_frame + # A base built before the local-jurisdiction flags existed carries none, + # and the engine would then default every Yonkers, Wilmington, Denver + # and Philadelphia resident to False. Derive them from the base's own + # geography; a carried flag that disagrees with it is refused. + base_frame, local_jurisdiction_flags = rederive_us_local_jurisdiction_flags( + base_frame + ) + if telemetry is not None: + telemetry.stage( + "local_jurisdiction_flags", + message="Derived local-jurisdiction flags from the base geography.", + rungs=local_jurisdiction_flags["rungs"], + carried_flags=local_jurisdiction_flags["carried_flags"], + flag_status={ + flag: entry["status"] + for flag, entry in local_jurisdiction_flags["flags"].items() + }, + ) capital_gains_tail_presence = assert_puf_capital_gains_tail_survives_selection( base_frame, base_frame, @@ -15448,6 +15469,7 @@ def _main(argv: Sequence[str] | None = None) -> int | None: support_value_repairs={ "social_security_components": social_security_component_repair, "non_sch_d_capital_gains": non_sch_d_cgd_repair, + "local_jurisdiction_flags": local_jurisdiction_flags, }, warm_start_calibration=warm_start_calibration, selection_source=selection_source_payload, From 51022c0de5a569eb7bb619e5640736d585011144 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Mon, 2 Nov 2026 12:24:13 -0500 Subject: [PATCH 5/9] Regenerate the H3 US post-transfer parity fixture for the new pool manifest tools/graph_us_post_transfer_fixture.py rewrote the pinned graph's remaining_stage_manifest_sha256 (d4fb9de9 -> 6e70bc74) after this PR moved the pool manifest. Sources and expected.csv are byte-identical; the tool's own graph-parity check passed. 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stacked US pool at the completed ACS-transfer boundary.","name":"stacked"}]} From 792f3a73ca4fdca06b4e18a1848d586675bbc948 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Tue, 3 Nov 2026 08:16:23 -0500 Subject: [PATCH 6/9] Derive local-jurisdiction flags again after every support reduction Review r2 finding 1: the rungs belong to the whole household table, so a pooled base whose ACS rows carry no block decides only the county-rule flags, and a frozen support or L0 support that keeps only block-anchored donors would export without in_yonkers and in_wilmington even though its own geography decides them. The fiscal refresh builder now derives the flags on the loaded base, again right after frozen-support selection (before target materialization), and again on the export frame once the L0 or full-pool weights attach, before any export gate or the H5 write. The calibration diagnostics record each receipt under support_value_repairs.local_jurisdiction_flags, keyed base, frozen_support and export. rederive_us_local_jurisdiction_flags returns the same frame when it already carries exactly the flags its rungs decide, as boolean columns, so the repeat calls copy no tables. Property tests check that deriving a selection of a derived support equals deriving the kept rows from scratch and leaves every decidable flag, and that the unchanged return equals a rewrite. The commit also adds us_local_jurisdiction_artifact_receipt, which refuses an artifact that lacks or contradicts a flag its own geography decides and otherwise returns the receipt a derivation would give. The selection property test uses it as its completeness oracle; the annual static-aging lane uses it in the next commit. Co-Authored-By: Claude Opus 5.5 --- .../us-local-jurisdiction-flags.added.md | 2 +- .../us_runtime/US_LOCAL_JURISDICTIONS.md | 23 +- .../build/us_runtime/local_jurisdictions.py | 116 ++++++++-- .../us/test_us_fiscal_refresh_builder.py | 160 ++++++++++++- .../us/test_us_local_jurisdictions.py | 218 +++++++++++++++++- tools/build_us_fiscal_refresh_release.py | 89 +++++-- 6 files changed, 562 insertions(+), 46 deletions(-) diff --git a/changelog.d/us-local-jurisdiction-flags.added.md b/changelog.d/us-local-jurisdiction-flags.added.md index 580599da26..3dba6f678c 100644 --- a/changelog.d/us-local-jurisdiction-flags.added.md +++ b/changelog.d/us-local-jurisdiction-flags.added.md @@ -1 +1 @@ -Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. The L0/refit export and the fiscal refresh release builder re-derive the flags from an existing base's own geography, so a base built before this change no longer exports without them, and both ladder gates now fail a table that lacks a flag its geography decides. +Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. The L0/refit export and the fiscal refresh release builder re-derive the flags from an existing base's own geography, and the builder derives them again after frozen-support selection and on the export support, so a base built before this change, or a selection that keeps only block-anchored rows, no longer exports without them. Both ladder gates now fail a table that lacks a flag its geography decides. diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md index 1f16f92f7c..dd5bd08e42 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md @@ -66,12 +66,16 @@ household whose county or place it does not know. A base H5 built before this registry carries no flags. Two steps start from an existing artifact rather than a geography line, and both call -`rederive_us_local_jurisdiction_flags` first: - -- the L0/refit export (`export_us_l0_refit_h5`), which records the receipt as - `local_jurisdiction_flags` in its summary; and -- the fiscal refresh release builder, on the loaded base or prepared pool, - which records the receipt under `support_value_repairs` in the calibration +`rederive_us_local_jurisdiction_flags`: + +- the L0/refit export (`export_us_l0_refit_h5`) calls it on the selected + support and records the receipt as `local_jurisdiction_flags` in its + summary; and +- the fiscal refresh release builder calls it on the loaded base or prepared + pool, again on the frozen support when a selection source reduces it, and + again on the export support after the L0 or full-pool weights attach. It + records each receipt, keyed `base`, `frozen_support` and `export`, under + `support_value_repairs.local_jurisdiction_flags` in the calibration diagnostics. The helper reads the rungs from the artifact's own geography @@ -82,6 +86,13 @@ therefore gets the county-rule flags only. A flag the artifact already carries must agree with its geography (household and person flags both), or the step fails. +The rungs belong to the whole table, so removing rows can add one: a frozen +support or L0 support that keeps only block-anchored donors decides +`in_yonkers` and `in_wilmington` even though the pooled base did not. That is +why the builder derives the flags again after each step that removes rows. +Deriving a support that already carries exactly the flags it decides returns +the same frame, so these repeat calls copy no tables. + ## Gates Both ladder gates fail: diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py index be671c0057..7f6e48fb01 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/local_jurisdictions.py @@ -38,6 +38,15 @@ flag the artifact's own geography decides and refuses a carried flag that disagrees with that geography. Both ladder gates fail a table that lacks a flag its geography decides. + +The rungs belong to the whole household table: one row without a block +withholds the place rung from every row. A step that removes rows (a +frozen-support or L0 selection) can therefore make a place-rule flag +decidable, so it derives the flags again on the rows it keeps; deriving a +support whose flags are already complete returns it unchanged. A step that +must keep an artifact's columns and bytes, and so cannot write the flags, +calls :func:`us_local_jurisdiction_artifact_receipt` instead, which refuses +an artifact that lacks a flag its geography decides. """ from __future__ import annotations @@ -526,12 +535,19 @@ def rederive_us_local_jurisdiction_flags( """Derive an existing artifact's flags from the geography it carries. For a step that exports or recalibrates an artifact rather than running a - geography line. A base H5 built before the flags existed carries none, - and exporting it as-is would leave the engine default (``False``) on - every resident. The rungs come from the artifact's own geography - (:func:`us_local_jurisdiction_rungs_present`). A flag the artifact - already carries must agree with that geography, or this raises: - re-deriving it would hide a corrupt artifact. + geography line, and for every step that then removes rows from it. A base + H5 built before the flags existed carries none, and exporting it as-is + would leave the engine default (``False``) on every resident. The rungs + come from the artifact's own geography + (:func:`us_local_jurisdiction_rungs_present`), so a selection that drops + every row without a block makes the place-rule flags decidable on the + rows it keeps. A flag the artifact already carries must agree with that + geography, or this raises: re-deriving it would hide a corrupt artifact. + + An artifact that already carries exactly the flags its rungs decide, as + boolean columns, comes back as the same object with the same receipt + that writing them again would give; writing them would only copy every + table. The receipt adds ``carried_flags``, the flags the artifact already held. """ @@ -546,18 +562,91 @@ def rederive_us_local_jurisdiction_flags( "The artifact carries local-jurisdiction flags that disagree with " "its own geography: " + "; ".join(failures) ) - carried = sorted( - item.flag + carried = _carried_flags(frame, resolved) + rungs = us_local_jurisdiction_rungs_present(household) + values = us_local_jurisdiction_flag_values( + household, rungs=rungs, registry=resolved + ) + complete = set(carried) == set(values) and all( + frame.table(item.entity)[item.flag].dtype == np.dtype(bool) for item in resolved.jurisdictions - if item.flag in frame.table(item.entity) + if item.flag in values ) - derived, receipt = with_us_local_jurisdiction_flags( - frame, - rungs=us_local_jurisdiction_rungs_present(household), + if complete: + # Every carried flag agrees with the geography (checked above), and + # the carried set is the derivable set: writing them changes nothing. + derived = frame + receipt = us_local_jurisdiction_flag_receipt( + values, + rungs=rungs, + registry=resolved, + household_weights=frame.weights_for("household").values, + ) + else: + derived, receipt = with_us_local_jurisdiction_flags( + frame, rungs=rungs, registry=resolved + ) + receipt["carried_flags"] = carried + return derived, receipt + + +def us_local_jurisdiction_artifact_receipt( + frame: Frame, + *, + registry: UsLocalJurisdictionRegistry | None = None, +) -> dict[str, Any]: + """Require an artifact to carry its flags already, and return its receipt. + + For a step that must keep an artifact's columns and bytes, so it cannot + write the flags itself (the annual static-aging lane copies its parent's + source year and keeps its columns in every projected year). The artifact + must carry every flag its own geography decides + (:func:`us_local_jurisdiction_rungs_present`), each agreeing with that + geography, and no flag its rungs cannot decide. Otherwise this raises: + the engine would default a missing flag to ``False`` on every resident. + The receipt has the shape :func:`rederive_us_local_jurisdiction_flags` + returns. + """ + + resolved = registry or packaged_us_local_jurisdiction_registry() + household = frame.table("household") + rungs = us_local_jurisdiction_rungs_present(household) + failures = us_local_jurisdiction_flag_failures( + household, + person=frame.table("person"), + required_rungs=rungs, registry=resolved, ) + values = us_local_jurisdiction_flag_values( + household, rungs=rungs, registry=resolved + ) + carried = _carried_flags(frame, resolved) + failures.extend( + f"{flag}: present, but this artifact's rungs {list(rungs)} do not decide it" + for flag in carried + if flag not in values + ) + if failures: + raise ValueError( + "The artifact lacks or contradicts local-jurisdiction flags its own " + "geography decides: " + "; ".join(failures) + ) + receipt = us_local_jurisdiction_flag_receipt( + values, + rungs=rungs, + registry=resolved, + household_weights=frame.weights_for("household").values, + ) receipt["carried_flags"] = carried - return derived, receipt + return receipt + + +def _carried_flags(frame: Frame, registry: UsLocalJurisdictionRegistry) -> list[str]: + return sorted( + item.flag + for item in registry.jurisdictions + if item.flag in frame.table(item.entity) + ) def _person_household_positions( @@ -792,6 +881,7 @@ def check_us_local_jurisdictions_against_block_ladder( "load_us_local_jurisdiction_registry", "packaged_us_local_jurisdiction_registry", "rederive_us_local_jurisdiction_flags", + "us_local_jurisdiction_artifact_receipt", "us_local_jurisdiction_flag_failures", "us_local_jurisdiction_flag_receipt", "us_local_jurisdiction_flag_values", diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py b/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py index 9545c935d6..6550c64752 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py @@ -2559,20 +2559,140 @@ def test_legacy_cli_result_is_origin_main_three_key_fixture( assert builder.main.__annotations__["return"] in {None, "None"} -def test_builder_derives_local_jurisdiction_flags_before_selection_and_export() -> None: +def test_builder_derives_flags_after_every_support_reduction() -> None: + # The rungs belong to the whole household table, so a step that removes + # rows can make the place-rule flags decidable (microcosm#1453 review r2). + # _main derives on the loaded base, again on the frozen support before + # anything materializes targets from it, and again on the export support + # before any export gate reads it or the H5 is written from it. import inspect builder = _load_builder_module() source = inspect.getsource(builder._main) base_load = source.index("base_frame = pool_frame") - derive = source.index( - "base_frame, local_jurisdiction_flags = rederive_us_local_jurisdiction_flags(" - ) + base = source.index('support="base"') selection = source.index("base_frame, selection_report = select_frozen_support(") - export = source.index("release_engine.write_dataset(") + frozen = source.index('support="frozen_support"') + selection_report = source.index("selection_source_payload = selection_report") + mass_repair = source.index( + "base_frame, base_population_repair = _with_base_population_mass_repair(" + ) + full_pool_export = source.index("export_frame = _with_calibrated_weights(") + l0_export = source.index( + "export_frame = _with_l0_refit_weights(base_frame, result)" + ) + export_assignment = source.index("export_frame = _with_local_jurisdiction_flags(") + export = source.index('support="export"') + first_export_use = source.index("result = _without_calibrated_frames(", l0_export) + write = source.index("release_engine.write_dataset(export_frame") + + assert base_load < base < selection < frozen < selection_report < mass_repair + assert full_pool_export < l0_export < export_assignment < export < first_export_use + assert first_export_use < write + # Nothing reassigns the export frame after the derivation, and the + # helper is the only caller of the derivation. + assert source.rfind("export_frame = ") == export_assignment + assert source.count("_with_local_jurisdiction_flags(") == len( + builder.LOCAL_JURISDICTION_FLAG_SUPPORTS + ) + assert "rederive_us_local_jurisdiction_flags(" not in source + + +def test_builder_flags_follow_the_support_through_frozen_and_l0_selection() -> None: + # The microcosm#1453 review r2 case, on real frames: a pooled base with a + # Yonkers donor on a block and an ACS row with no block decides only the + # county-rule flags. A frozen support from a block-line release, or an L0 + # support without the ACS row, keeps only the donor, so in_yonkers becomes + # decidable; selection alone would export the donor without it. + from microcosm.build.us_runtime.l0_refit_export import ( + attach_l0_refit_entity_weights, + ) + from microcosm.build.us_runtime.warm_start_selection import ( + SelectionSource, + select_frozen_support, + ) + from test_support.microcosm_build.us_local_jurisdictions import us_frame - assert base_load < derive < selection < export - assert source.count("rederive_us_local_jurisdiction_flags(") == 1 + class StageRecorder: + def __init__(self) -> None: + self.stages: list[tuple[str, dict[str, object]]] = [] + + def stage(self, name: str, **details: object) -> None: + self.stages.append((name, details)) + + builder = _load_builder_module() + pooled = us_frame( + [ + { + "household_source_id": 101, + "state_fips": 36, + "county_fips": "36119", + "place_fips": "84000", + "block_geoid": "361190001001000", + }, + { + "household_source_id": 202, + "state_fips": 8, + "county_fips": "08031", + "place_fips": None, + "block_geoid": None, + }, + ], + person_inputs=[[{}], [{}]], + ) + receipts: dict[str, object] = {} + telemetry = StageRecorder() + + def derive(frame, support): + return builder._with_local_jurisdiction_flags( + frame, support=support, receipts=receipts, telemetry=telemetry + ) + + base = derive(pooled, "base") + assert "in_yonkers" not in base.table("household") + assert base.table("household")["in_denver"].tolist() == [False, True] + assert receipts["base"]["rungs"] == ["county"] + assert receipts["base"]["flags"]["in_yonkers"]["status"] == "unavailable" + + frozen, _report = select_frozen_support( + base, + SelectionSource(join_key=("household_source_id",), identities=[[101]]), + ) + assert "in_yonkers" not in frozen.table("household") + frozen = derive(frozen, "frozen_support") + assert frozen.table("household")["in_yonkers"].tolist() == [True] + assert frozen.table("household")["in_wilmington"].tolist() == [False] + assert receipts["frozen_support"]["rungs"] == ["county", "place"] + assert receipts["frozen_support"]["carried_flags"] == [ + "in_denver", + "pa_philadelphia_wage_tax_resident", + ] + + l0_support = attach_l0_refit_entity_weights( + base, + weight_entity="household", + selected_entity_ids=np.asarray([1]), + selected_weights=np.asarray([5.0]), + reason="fixture L0 support", + ) + assert "in_yonkers" not in l0_support.table("household") + exported = derive(l0_support, "export") + assert exported.table("household")["in_yonkers"].tolist() == [True] + assert receipts["export"]["flags"]["in_yonkers"]["status"] == "derived" + assert receipts["export"]["flags"]["in_yonkers"][ + "weighted_households_in_jurisdiction" + ] == pytest.approx(5.0) + # A support whose flags are already complete comes back unchanged. + assert derive(exported, "export") is exported + assert [name for name, _details in telemetry.stages] == [ + "local_jurisdiction_flags_base", + "local_jurisdiction_flags_frozen_support", + "local_jurisdiction_flags_export", + "local_jurisdiction_flags_export", + ] + assert telemetry.stages[1][1]["rungs"] == ["county", "place"] + with pytest.raises(ValueError, match="Unknown local-jurisdiction flag support"): + derive(exported, "selected") def test_frozen_support_selection_is_followed_by_weeks_unemployed_regate() -> None: @@ -7159,6 +7279,7 @@ def complete(self): def fake_write_dataset(frame, path, *, period): captured["written_dataset"] = Path(path) + captured["written_frame"] = frame Path(path).parent.mkdir(parents=True, exist_ok=True) Path(path).write_bytes(b"release h5") @@ -7392,6 +7513,12 @@ def fake_rederive_local_jurisdiction_flags(frame): *captured.get("local_jurisdiction_frames", []), frame, ] + if isinstance(frame, FakeExportFrame): + # A new object, so the run can show that every export gate and + # the written H5 see the derived frame, not the L0 support. + derived = FakeExportFrame() + captured["local_jurisdiction_export_frame"] = derived + return derived, local_jurisdiction_receipt return frame, local_jurisdiction_receipt monkeypatch.setattr( @@ -8949,6 +9076,12 @@ def fake_release_gate_failures(*args, **kwargs): terminal_mode if terminal_mode in stored_input_modes else None ), ) + if terminal_mode != "stored_input_refused": + # The H5 is written from the frame the export derivation returned. + assert ( + captured["written_frame"] + is (captured["local_jurisdiction_export_frame"]) + ) return try: @@ -9288,10 +9421,17 @@ def fake_release_gate_failures(*args, **kwargs): assert captured["diagnostics"]["support_value_repairs"] == { "social_security_components": ss_repair_payload, "non_sch_d_capital_gains": cgd_repair_payload, - "local_jurisdiction_flags": local_jurisdiction_receipt, + "local_jurisdiction_flags": { + "base": local_jurisdiction_receipt, + "export": local_jurisdiction_receipt, + }, } - # The flags are derived once, on the loaded base (or prepared pool). - assert len(captured["local_jurisdiction_frames"]) == 1 + # The flags are derived on the loaded base (or prepared pool) and again + # on the export support; this harness selects no frozen support. + assert [type(frame) for frame in captured["local_jurisdiction_frames"]] == [ + FakeFrame, + FakeExportFrame, + ] # The diagnostics carry a complete post-export scoring plan, never an # error record, so no plan line joins the terminal batch (#956). post_export_scoring = captured["diagnostics"]["post_export_scoring"] diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py b/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py index a89a5ec12b..29d4927c21 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_local_jurisdictions.py @@ -10,7 +10,10 @@ - derivation is deterministic and commutes with any reordering of household or person rows, and each person carries its household's value; - a line without a place rung never writes a place-rule flag, and missing or - malformed geography raises instead of yielding ``False``. + malformed geography raises instead of yielding ``False``; +- deriving a selection of a derived support equals deriving the selected rows + from scratch, and leaves every flag the kept rows' geography decides; +- deriving a support whose flags are already complete returns it unchanged. """ from __future__ import annotations @@ -22,7 +25,7 @@ import numpy as np import pandas as pd import pytest -from hypothesis import given, settings +from hypothesis import example, given, settings from hypothesis import strategies as st from microcosm.build.us_runtime.geography_ladder import ( @@ -43,6 +46,7 @@ load_us_local_jurisdiction_registry, packaged_us_local_jurisdiction_registry, rederive_us_local_jurisdiction_flags, + us_local_jurisdiction_artifact_receipt, us_local_jurisdiction_flag_failures, us_local_jurisdiction_flag_values, us_local_jurisdiction_rungs_present, @@ -995,3 +999,213 @@ def test_rederiving_without_a_county_writes_no_flag() -> None: rederive_us_local_jurisdiction_flags( us_frame([{"state_fips": 36, "in_denver": False}]) ) + + +# --------------------------------------------------------------------------- # +# Selections of a pooled support, and artifacts a step must keep unchanged +# --------------------------------------------------------------------------- # + +# ACS rows carry a county from the PUMA ladder and no place or block. +_ACS_COUNTIES = ("08031", "36119", "42101", "10003", "06037") +_POOLED_ROWS = st.one_of( + st.tuples(st.just("block"), st.sampled_from(_NAMES)), + st.tuples(st.just("acs"), st.sampled_from(_ACS_COUNTIES)), +) + + +def _pooled_household(row: tuple[str, str]) -> dict[str, object]: + kind, value = row + if kind == "block": + block = FIXTURE_BLOCK_BY_NAME[value] + return { + "state_fips": block.state_fips, + "county_fips": block.county_fips, + "place_fips": "" if block.place_fips == 0 else f"{block.place_fips:05d}", + "block_geoid": f"{block.block_geoid:015d}", + } + return { + "state_fips": int(value[:2]), + "county_fips": value, + "place_fips": None, + "block_geoid": None, + } + + +def _pooled_frame(rows: list[tuple[str, str]]): + return us_frame( + [_pooled_household(row) for row in rows], + person_inputs=[[{}, {}] for _ in rows], + weights=np.arange(1, len(rows) + 1, dtype=np.float64), + ) + + +def _select_households(frame, positions: list[int]): + """Keep the households at ``positions``, as a frozen or L0 support does.""" + + kept = frame.table("household")["household_id"].to_numpy()[positions] + return frame.select(frame.table("person")["person_household_id"].isin(kept)) + + +@st.composite +def _pool_and_selection(draw) -> tuple[list[tuple[str, str]], list[int]]: + rows = draw(st.lists(_POOLED_ROWS, min_size=1, max_size=10)) + keep = draw(st.sets(st.integers(0, len(rows) - 1), min_size=1)) + return rows, sorted(keep) + + +def _without_carried(receipt: dict[str, object]) -> dict[str, object]: + return {key: value for key, value in receipt.items() if key != "carried_flags"} + + +def _derived_flags(receipt: dict[str, object]) -> list[str]: + return sorted( + flag + for flag, entry in receipt["flags"].items() + if entry["status"] == JURISDICTION_FLAG_DERIVED + ) + + +@settings(max_examples=80, deadline=None) +@example(case=([("block", "yonkers"), ("acs", "08031")], [0])) +@given(case=_pool_and_selection()) +def test_rederiving_after_a_selection_equals_deriving_the_kept_rows(case) -> None: + # Invariant: for every pooled support and every non-empty selection of its + # households, deriving the selection of a derived support gives the same + # tables and receipt as deriving the selected rows from scratch, and the + # result carries every flag its own geography decides. Selection alone + # can break the last property: the rungs belong to the whole table, so + # dropping every row without a block makes the place-rule flags decidable. + rows, keep = case + frame = _pooled_frame(rows) + derived, derived_receipt = rederive_us_local_jurisdiction_flags(frame) + selected = _select_households(derived, keep) + + rederived, receipt = rederive_us_local_jurisdiction_flags(selected) + fresh, fresh_receipt = rederive_us_local_jurisdiction_flags( + _select_households(frame, keep) + ) + + for entity in ("household", "person"): + pd.testing.assert_frame_equal( + rederived.table(entity), fresh.table(entity), check_like=True + ) + assert _without_carried(receipt) == _without_carried(fresh_receipt) + complete = us_local_jurisdiction_artifact_receipt(rederived) + assert _without_carried(complete) == _without_carried(receipt) + assert complete["carried_flags"] == _derived_flags(receipt) + if receipt["rungs"] != derived_receipt["rungs"]: + # Only a gain is possible: the selection turned the place rung on. + assert derived_receipt["rungs"] == list(PUMA_GEOGRAPHY_RUNGS) + assert receipt["rungs"] == list(BLOCK_GEOGRAPHY_RUNGS) + with pytest.raises(ValueError, match="in_yonkers: absent"): + us_local_jurisdiction_artifact_receipt(selected) + + +@settings(max_examples=60, deadline=None) +@given(case=_pool_and_selection()) +def test_rederiving_a_complete_support_returns_it_unchanged(case) -> None: + # Invariant: re-deriving a support whose flags are already complete + # returns the same object with the receipt writing them would give. + rows, _keep = case + derived, _receipt = rederive_us_local_jurisdiction_flags(_pooled_frame(rows)) + + again, again_receipt = rederive_us_local_jurisdiction_flags(derived) + written, written_receipt = with_us_local_jurisdiction_flags( + derived, + rungs=us_local_jurisdiction_rungs_present(derived.table("household")), + ) + + assert again is derived + for entity in ("household", "person"): + pd.testing.assert_frame_equal(again.table(entity), written.table(entity)) + assert _without_carried(again_receipt) == written_receipt + assert again_receipt["carried_flags"] == _derived_flags(written_receipt) + + +def test_rederiving_rewrites_a_carried_flag_stored_without_a_boolean_dtype() -> None: + assigned = _assigned_block_frame() + tables = {entity: assigned.table(entity) for entity in assigned.entities} + tables["household"] = tables["household"].assign( + in_denver=tables["household"]["in_denver"].astype(object) + ) + carried = type(assigned)( + tables, assigned.schema, {"household": assigned.weights_for("household")} + ) + + rederived, receipt = rederive_us_local_jurisdiction_flags(carried) + + assert rederived is not carried + assert rederived.table("household")["in_denver"].dtype == bool + assert receipt["carried_flags"] == sorted(EXPECTED_RULES) + + +def test_artifact_receipt_refuses_an_artifact_without_the_flags_it_decides() -> None: + assigned = _assigned_block_frame() + + with pytest.raises(ValueError, match="lacks or contradicts") as refused: + us_local_jurisdiction_artifact_receipt(_without_flags(assigned)) + + for flag in EXPECTED_RULES: + assert f"{flag}: absent, but this table's" in str(refused.value) + + +@pytest.mark.parametrize("flag", sorted(EXPECTED_RULES)) +def test_artifact_receipt_refuses_a_flag_that_disagrees(flag: str) -> None: + assigned = _assigned_block_frame() + tables = {entity: assigned.table(entity) for entity in assigned.entities} + entity = "person" if flag in PERSON_FLAGS else "household" + tables[entity] = tables[entity].assign(**{flag: ~tables[entity][flag]}) + corrupt = type(assigned)( + tables, assigned.schema, {"household": assigned.weights_for("household")} + ) + + with pytest.raises(ValueError, match=f"{flag}: [0-9]+/[0-9]+ {entity} row"): + us_local_jurisdiction_artifact_receipt(corrupt) + + +def test_artifact_receipt_refuses_a_place_flag_its_rungs_cannot_decide() -> None: + # The ACS row stores its missing place and block as empty strings: the + # stored in_yonkers agrees with the place rule, but no place rung + # decided it for that row. + households = [ + { + "state_fips": 36, + "county_fips": "36119", + "place_fips": "84000", + "block_geoid": "361190001001000", + }, + {"state_fips": 36, "county_fips": "36119", "place_fips": "", "block_geoid": ""}, + ] + derived, _receipt = rederive_us_local_jurisdiction_flags( + us_frame(households, person_inputs=[[{}], [{}]]) + ) + tables = {entity: derived.table(entity) for entity in derived.entities} + tables["household"] = tables["household"].assign(in_yonkers=[True, False]) + carrying = type(derived)( + tables, derived.schema, {"household": derived.weights_for("household")} + ) + + with pytest.raises( + ValueError, + match=r"in_yonkers: present, but this artifact's rungs \['county'\] do not", + ): + us_local_jurisdiction_artifact_receipt(carrying) + # Re-deriving removes it instead. + rederived, receipt = rederive_us_local_jurisdiction_flags(carrying) + assert "in_yonkers" not in rederived.table("household") + assert receipt["flags"]["in_yonkers"]["status"] == JURISDICTION_FLAG_UNAVAILABLE + + +def test_artifact_receipt_matches_the_rederived_receipt_on_a_complete_artifact() -> ( + None +): + assigned = _assigned_block_frame() + + receipt = us_local_jurisdiction_artifact_receipt(assigned) + + assert receipt == rederive_us_local_jurisdiction_flags(assigned)[1] + assert receipt["carried_flags"] == sorted(EXPECTED_RULES) + # An artifact with no county decides no flag, so it carries none. + bare = us_local_jurisdiction_artifact_receipt(us_frame([{"state_fips": 36}])) + assert bare["rungs"] == [] + assert bare["carried_flags"] == [] diff --git a/tools/build_us_fiscal_refresh_release.py b/tools/build_us_fiscal_refresh_release.py index f4a3205e58..da5739d0b7 100644 --- a/tools/build_us_fiscal_refresh_release.py +++ b/tools/build_us_fiscal_refresh_release.py @@ -7368,6 +7368,56 @@ def _with_l0_refit_weights(base_frame: Frame, result) -> Frame: ) +#: The supports ``_main`` derives local-jurisdiction flags on, in build order: +#: the loaded base (or prepared pool), the frozen support when a selection +#: source reduces it, and the export support the H5 is written from. +LOCAL_JURISDICTION_FLAG_SUPPORTS = ("base", "frozen_support", "export") + + +def _with_local_jurisdiction_flags( + frame: Frame, + *, + support: str, + receipts: dict[str, object], + telemetry: _BuildProgress | None, +) -> Frame: + """Derive the local-jurisdiction flags this support's geography decides. + + The rungs belong to the whole household table + (``us_local_jurisdiction_rungs_present``): a pooled base whose ACS rows + carry no block decides only the county-rule flags. A step that removes + rows can make the place-rule flags decidable, as when frozen-support + selection or the final L0 support keeps only block-anchored donors, so + ``_main`` derives again after each such step and the written support + carries every flag its own geography decides. A carried flag that + disagrees with the geography is refused; a support whose flags are + already complete comes back unchanged. ``receipts[support]`` records + each derivation for the calibration diagnostics. + """ + + if support not in LOCAL_JURISDICTION_FLAG_SUPPORTS: + raise ValueError( + f"Unknown local-jurisdiction flag support {support!r}; expected one " + f"of {LOCAL_JURISDICTION_FLAG_SUPPORTS}." + ) + frame, receipt = rederive_us_local_jurisdiction_flags(frame) + receipts[support] = receipt + if telemetry is not None: + telemetry.stage( + f"local_jurisdiction_flags_{support}", + message=( + f"Derived local-jurisdiction flags from the {support} support's " + "geography." + ), + rungs=receipt["rungs"], + carried_flags=receipt["carried_flags"], + flag_status={ + flag: entry["status"] for flag, entry in receipt["flags"].items() + }, + ) + return frame + + def _without_calibrated_frames(result, *, export_frame: Frame | None = None): """Drop calibrated target tables while keeping weights and diagnostics. @@ -12939,21 +12989,15 @@ def _main(argv: Sequence[str] | None = None) -> int | None: # A base built before the local-jurisdiction flags existed carries none, # and the engine would then default every Yonkers, Wilmington, Denver # and Philadelphia resident to False. Derive them from the base's own - # geography; a carried flag that disagrees with it is refused. - base_frame, local_jurisdiction_flags = rederive_us_local_jurisdiction_flags( - base_frame + # geography; a carried flag that disagrees with it is refused. The + # frozen-support selection and the export support derive them again. + local_jurisdiction_flags: dict[str, object] = {} + base_frame = _with_local_jurisdiction_flags( + base_frame, + support="base", + receipts=local_jurisdiction_flags, + telemetry=telemetry, ) - if telemetry is not None: - telemetry.stage( - "local_jurisdiction_flags", - message="Derived local-jurisdiction flags from the base geography.", - rungs=local_jurisdiction_flags["rungs"], - carried_flags=local_jurisdiction_flags["carried_flags"], - flag_status={ - flag: entry["status"] - for flag, entry in local_jurisdiction_flags["flags"].items() - }, - ) capital_gains_tail_presence = assert_puf_capital_gains_tail_survives_selection( base_frame, base_frame, @@ -13052,6 +13096,15 @@ def _main(argv: Sequence[str] | None = None) -> int | None: selection_candidate_frame, selection_source, ) + # A frozen support that keeps only block-anchored donors decides the + # place-rule flags the pooled base could not; target materialization + # and the export both see the flags this support's geography decides. + base_frame = _with_local_jurisdiction_flags( + base_frame, + support="frozen_support", + receipts=local_jurisdiction_flags, + telemetry=telemetry, + ) selection_source_payload = selection_report.as_manifest() selection_source_payload["puf_capital_gains_tail_retention"] = ( assert_puf_capital_gains_tail_survives_selection( @@ -15089,6 +15142,14 @@ def _main(argv: Sequence[str] | None = None) -> int | None: ) else: export_frame = _with_l0_refit_weights(base_frame, result) + # The L0 support can drop every row without a block and so decide the + # place-rule flags; every later gate and the written H5 see this frame. + export_frame = _with_local_jurisdiction_flags( + export_frame, + support="export", + receipts=local_jurisdiction_flags, + telemetry=telemetry, + ) result = _without_calibrated_frames( result, export_frame=export_frame if ladder_outcome is not None else None, From 4a57518f6e6a703637706d9826f905835f749fed Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Tue, 3 Nov 2026 08:28:00 -0500 Subject: [PATCH 7/9] Require a flag-complete parent in the annual static-aging lane Review r2 finding 2: the annual lane copies its parent's base year byte for byte and keeps the parent's columns in every projected year, and the annual publication validator requires exactly those columns. A parent built before the local-jurisdiction flags therefore produced annual files without in_yonkers or in_denver, and the engine defaulted every resident to False. The lane cannot write the flags without breaking that preservation contract (the base-year file is the certified release's own base artifact), so it now requires them. build_annual_static_aging reads the parent before the model provenance check and calls us_local_jurisdiction_artifact_receipt, which refuses a parent that lacks a flag its own geography decides, carries one that disagrees with it, or carries one its rungs cannot decide. The candidate manifest records the receipt as base.local_jurisdiction_flags. Engine-free tests write parents with block, county-only and no geography: six refusal cases fail before the model provenance check and before the output directory exists, and complete parents reach it. Against the previous lane the six refusal cases and the three receipt cases fail. Co-Authored-By: Claude Opus 5.5 --- .../us-local-jurisdiction-flags.added.md | 2 +- docs/us-annual-static-aging.md | 13 +- .../microcosm/build/us_annual_static_aging.py | 47 +++- .../us_runtime/US_LOCAL_JURISDICTIONS.md | 8 + ...est_us_annual_static_aging_parent_flags.py | 247 ++++++++++++++++++ .../us/test_us_annual_static_aging.py | 6 + 6 files changed, 314 insertions(+), 9 deletions(-) create mode 100644 packages/microcosm-build/tests/engine_free/us/test_us_annual_static_aging_parent_flags.py diff --git a/changelog.d/us-local-jurisdiction-flags.added.md b/changelog.d/us-local-jurisdiction-flags.added.md index 3dba6f678c..d6cbf846fa 100644 --- a/changelog.d/us-local-jurisdiction-flags.added.md +++ b/changelog.d/us-local-jurisdiction-flags.added.md @@ -1 +1 @@ -Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. The L0/refit export and the fiscal refresh release builder re-derive the flags from an existing base's own geography, and the builder derives them again after frozen-support selection and on the export support, so a base built before this change, or a selection that keeps only block-anchored rows, no longer exports without them. Both ladder gates now fail a table that lacks a flag its geography decides. +Derive the policyengine-us input-only local flags `in_denver`, `in_yonkers`, `in_wilmington` and `pa_philadelphia_wage_tax_resident` from household geography through a SHA-pinned registry checked against the 2020 Gazetteer, P.L. 94-171 counts and the block ladder. The block-ladder line writes all four; the PUMA and pooled ACS lines write the county-rule flags and record the place-rule flags (Yonkers, Wilmington) as unavailable instead of writing `False`. The L0/refit export and the fiscal refresh release builder re-derive the flags from an existing base's own geography, and the builder derives them again after frozen-support selection and on the export support, so a base built before this change, or a selection that keeps only block-anchored rows, no longer exports without them. Both ladder gates now fail a table that lacks a flag its geography decides. The annual static-aging lane, which keeps its parent's columns and base-year bytes, now refuses a parent that lacks or contradicts a flag its geography decides, before any model work, and records the parent's flag receipt in the candidate manifest. diff --git a/docs/us-annual-static-aging.md b/docs/us-annual-static-aging.md index 554d8eacc1..24e85d5fd3 100644 --- a/docs/us-annual-static-aging.md +++ b/docs/us-annual-static-aging.md @@ -41,12 +41,23 @@ fields. Fixed-format inputs, including missing nullable booleans that require that storage format, are rejected before building and need a separate certified layout contract. +Because the lane adds no column, the parent must already carry every +local-jurisdiction flag its own geography decides (see +`packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md`): +`in_denver` and `pa_philadelphia_wage_tax_resident` when every household has a +county, and also `in_yonkers` and `in_wilmington` when every household has a +place and a block. The builder reads the parent first and refuses one that lacks +such a flag, or carries one that disagrees with its geography, before any model +or output work. Rebuild a parent that predates the flags before it seeds annual +files. + The output directory must be new. A failed attempt retains its partial files and `build_status.json`; rerunning requires another directory. `annual_manifest.json` is written last, after all years finish and source/input hashes are rechecked. It contains: -- `base`: source dataset, year, parent release claim, path, and SHA256. +- `base`: source dataset, year, parent release claim, path, SHA256, and the + parent's local-jurisdiction flag receipt (`local_jurisdiction_flags`). - `inputs`, `model`, and `runtime`: SSA pin, model commit and source hashes, actual implementation hashes, and dependency versions. - `metadata.dataset_years`: a map from the source dataset to year-keyed annual diff --git a/packages/microcosm-build/src/microcosm/build/us_annual_static_aging.py b/packages/microcosm-build/src/microcosm/build/us_annual_static_aging.py index 1022364ec5..f77e6b01c1 100644 --- a/packages/microcosm-build/src/microcosm/build/us_annual_static_aging.py +++ b/packages/microcosm-build/src/microcosm/build/us_annual_static_aging.py @@ -3,6 +3,9 @@ Each projection starts from the same base frame. Only one projected year is held in memory at a time. The original H5 is copied byte for byte, and all later files retain its entity/column/row layout with an explicit ``_time_period``. +No file adds a column, so the parent must already carry every local-jurisdiction +flag its own geography decides; the lane refuses a parent that lacks one before +any model work. Run ``python -m microcosm.build.us_annual_static_aging --help``. """ @@ -54,6 +57,32 @@ def _check_pin(path: Path, expected: str) -> None: raise ValueError(f"SHA256 mismatch for {path}") +def _parent_local_jurisdiction_flags(frame: Frame) -> dict: + """Require the parent to carry its local-jurisdiction flags, with a receipt. + + The lane copies the parent's base year byte for byte and keeps the + parent's columns in every projected year, so it cannot write a flag the + parent lacks: the engine would default it to ``False`` for every resident + in every year. + """ + + # Imported here so that importing this module (for --help, or for the + # serializer registry's _write_year) does not load the us_runtime package. + from microcosm.build.us_runtime.local_jurisdictions import ( + us_local_jurisdiction_artifact_receipt, + ) + + try: + return us_local_jurisdiction_artifact_receipt(frame) + except ValueError as error: + raise ValueError( + "The annual lane keeps its parent's columns and base-year bytes, so " + "it needs a parent that already carries every local-jurisdiction " + "flag its own geography decides; rebuild the parent with the flags. " + f"{error}" + ) from error + + def _model_provenance(*, source: Path, commit: str, version: str) -> dict: import policyengine_us @@ -238,13 +267,8 @@ def build_annual_static_aging( ssa = Path(ssa_csv).expanduser().absolute() _check_pin(base, base_sha256) _check_pin(ssa, ssa_sha256) - model_kwargs = { - "source": Path(model_source), - "commit": model_commit, - "version": model_version, - } - model = _model_provenance(**model_kwargs) - runtime = _runtime_provenance() + # Read the parent before any model work, so a parent this lane cannot + # carry forward fails first. with pd.HDFStore(base, "r") as store: _period(store, base_year) tables = { @@ -261,6 +285,14 @@ def build_annual_static_aging( frame = Frame( tables, US_SCHEMA, {"household": Weights(weights, WeightKind.CALIBRATED)} ) + local_jurisdiction_flags = _parent_local_jurisdiction_flags(frame) + model_kwargs = { + "source": Path(model_source), + "commit": model_commit, + "version": model_version, + } + model = _model_provenance(**model_kwargs) + runtime = _runtime_provenance() base_tables = { entity: table.loc[:, columns[entity]] for entity, table in engine_tables( @@ -297,6 +329,7 @@ def build_annual_static_aging( "parent_release": parent_release, "path": str(base), "sha256": base_sha256, + "local_jurisdiction_flags": local_jurisdiction_flags, }, "inputs": {"ssa": {"path": str(ssa), "sha256": ssa_sha256}}, "model": model, diff --git a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md index dd5bd08e42..b09c55f1d6 100644 --- a/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md +++ b/packages/microcosm-build/src/microcosm/build/us_runtime/US_LOCAL_JURISDICTIONS.md @@ -78,6 +78,14 @@ an existing artifact rather than a geography line, and both call `support_value_repairs.local_jurisdiction_flags` in the calibration diagnostics. +A third step, the annual static-aging lane (`us_annual_static_aging`), keeps its +parent's columns and base-year bytes, so it cannot write the flags. It calls +`us_local_jurisdiction_artifact_receipt` instead, which refuses a parent that +lacks a flag its geography decides or carries one that disagrees with it, and +records the receipt as `base.local_jurisdiction_flags` in the candidate +manifest. A parent built before the flags existed therefore cannot seed annual +files until a rebuild adds them. + The helper reads the rungs from the artifact's own geography (`us_local_jurisdiction_rungs_present`): the county rung when `county_fips` is on every row, and the place rung only when every row also has `place_fips` and diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_annual_static_aging_parent_flags.py b/packages/microcosm-build/tests/engine_free/us/test_us_annual_static_aging_parent_flags.py new file mode 100644 index 0000000000..2f9b5948cf --- /dev/null +++ b/packages/microcosm-build/tests/engine_free/us/test_us_annual_static_aging_parent_flags.py @@ -0,0 +1,247 @@ +"""The annual static-aging lane refuses a parent that lacks its local flags. + +The lane copies its parent's base year byte for byte and keeps the parent's +columns in every projected year, so a local-jurisdiction flag the parent lacks +stays absent from every annual file and the engine defaults it to ``False`` +for every resident. The lane checks the parent before the model provenance +check, and these tests stop every build there, so they need no engine. + +Invariants: + +- a parent that lacks a flag its own geography decides, or carries one that + disagrees with that geography, fails before the model provenance check and + before the output directory exists; +- a parent that carries exactly the flags its geography decides reaches the + model provenance check, and its receipt lists those flags as carried; +- a parent with no county decides no flag, so it needs none. +""" + +from __future__ import annotations + +from collections.abc import Mapping, Sequence +from pathlib import Path + +import pandas as pd +import pytest + +from microcosm.build import us_annual_static_aging as annual +from microcosm.frame import US_SCHEMA, Frame, WeightKind, Weights +from microcosm.frame.materialize import put_frame_table, read_frame_table +from test_support.microcosm_build.us_local_jurisdictions import FIXTURE_BLOCK_BY_NAME + +# One household per block, in this order; each household has one person. +BLOCKS = ("yonkers", "denver", "philadelphia", "wilmington", "aurora_arapahoe") +# The flags these blocks decide, written out independently of the registry. +FLAGS = { + "in_yonkers": ("household", [True, False, False, False, False]), + "in_denver": ("household", [False, True, False, False, False]), + "in_wilmington": ("household", [False, False, False, True, False]), + "pa_philadelphia_wage_tax_resident": ( + "person", + [False, False, True, False, False], + ), +} +COUNTY_FLAGS = ("in_denver", "pa_philadelphia_wage_tax_resident") + + +class _ReachedModelProvenanceError(Exception): + """Stands in for the model provenance check: the parent passed.""" + + +def _tables( + *, geography: str, flags: Mapping[str, Sequence[bool]] +) -> dict[str, pd.DataFrame]: + """A five-household parent on ``BLOCKS`` with the given flag columns. + + ``geography`` is ``block`` (county, place and block on every row), + ``county`` (a county, with the place and block an ACS row leaves empty) + or ``none`` (a state only). + """ + + ids = list(range(1, len(BLOCKS) + 1)) + tables = { + entity: pd.DataFrame({US_SCHEMA.entity_id_column(entity): ids}) + for entity in US_SCHEMA.entities + } + for group in US_SCHEMA.group_entities: + tables["person"][US_SCHEMA.membership_column(group)] = ids + tables["person"]["age"] = [40] * len(ids) + tables["person"]["is_female"] = [index % 2 == 0 for index in ids] + household = tables["household"] + household["household_weight"] = [float(index) for index in ids] + blocks = [FIXTURE_BLOCK_BY_NAME[name] for name in BLOCKS] + household["state_fips"] = [block.state_fips for block in blocks] + if geography in {"block", "county"}: + household["county_fips"] = [block.county_fips for block in blocks] + household["place_fips"] = [ + "" + if geography == "county" or block.place_fips == 0 + else f"{block.place_fips:05d}" + for block in blocks + ] + household["block_geoid"] = [ + "" if geography == "county" else f"{block.block_geoid:015d}" + for block in blocks + ] + for flag, values in flags.items(): + entity = FLAGS[flag][0] + tables[entity][flag] = list(values) + return tables + + +def _write_parent(path: Path, tables: Mapping[str, pd.DataFrame]) -> Path: + with pd.HDFStore(path, "w") as store: + for entity, table in tables.items(): + put_frame_table( + store, entity, table, preferred_format="table", data_columns=True + ) + store.put("_time_period", pd.Series([2024]), format="table") + return path + + +def _inputs(tmp_path: Path, tables: Mapping[str, pd.DataFrame]) -> dict: + base = _write_parent(tmp_path / "base.h5", tables) + ssa = tmp_path / "ssa.csv" + pd.DataFrame( + {"Year": [2024, 2025], "Age": [40, 40], "M Tot": [4, 5], "F Tot": [2, 3]} + ).to_csv(ssa, index=False) + return dict( + base_h5=base, + base_sha256=annual._sha256(base), + parent_release="pinned-parent", + ssa_csv=ssa, + ssa_sha256=annual._sha256(ssa), + model_source=tmp_path, + model_commit="a" * 40, + model_version="test", + output_dir=tmp_path / "candidate", + base_year=2024, + end_year=2025, + epochs=1, + ) + + +def _complete(geography: str) -> dict[str, list[bool]]: + decided = {"block": tuple(FLAGS), "county": COUNTY_FLAGS, "none": ()}[geography] + return {flag: FLAGS[flag][1] for flag in decided} + + +def _flipped(flags: Mapping[str, list[bool]], flag: str) -> dict[str, list[bool]]: + return {**flags, flag: [not value for value in flags[flag]]} + + +def _without(flags: Mapping[str, list[bool]], *names: str) -> dict[str, list[bool]]: + return {flag: values for flag, values in flags.items() if flag not in names} + + +@pytest.mark.parametrize( + ("geography", "flags", "failure"), + [ + pytest.param( + "block", {}, "in_yonkers: absent", id="block-parent-without-flags" + ), + pytest.param( + "block", + _without(_complete("block"), "in_yonkers", "in_wilmington"), + "in_wilmington: absent", + id="block-parent-with-county-flags-only", + ), + pytest.param( + "block", + _flipped(_complete("block"), "in_yonkers"), + "in_yonkers: 5/5 household row(s) disagree", + id="block-parent-with-a-wrong-place-flag", + ), + pytest.param( + "block", + _flipped(_complete("block"), "pa_philadelphia_wage_tax_resident"), + "pa_philadelphia_wage_tax_resident: 5/5 person row(s) disagree", + id="block-parent-with-a-wrong-person-flag", + ), + pytest.param( + "county", {}, "in_denver: absent", id="county-parent-without-flags" + ), + pytest.param( + "county", + {**_complete("county"), "in_yonkers": FLAGS["in_yonkers"][1]}, + "in_yonkers: present, but this artifact's rungs ['county'] do not", + id="county-parent-with-a-place-flag-it-cannot-decide", + ), + ], +) +def test_parent_without_its_flags_is_refused_before_model_work( + tmp_path: Path, + monkeypatch: pytest.MonkeyPatch, + geography: str, + flags: dict[str, list[bool]], + failure: str, +) -> None: + inputs = _inputs(tmp_path, _tables(geography=geography, flags=flags)) + monkeypatch.setattr( + annual, "_model_provenance", lambda **kwargs: pytest.fail("must refuse first") + ) + monkeypatch.setattr( + annual, "_runtime_provenance", lambda: pytest.fail("must refuse first") + ) + + with pytest.raises( + ValueError, match="needs a parent that already carries" + ) as error: + annual.build_annual_static_aging(**inputs) + + assert failure in str(error.value) + assert not inputs["output_dir"].exists() + + +@pytest.mark.parametrize("geography", ["block", "county", "none"]) +def test_parent_carrying_its_flags_reaches_model_work( + tmp_path: Path, monkeypatch: pytest.MonkeyPatch, geography: str +) -> None: + inputs = _inputs(tmp_path, _tables(geography=geography, flags=_complete(geography))) + + def reached(**kwargs: object) -> dict: + raise _ReachedModelProvenanceError + + monkeypatch.setattr(annual, "_model_provenance", reached) + + with pytest.raises(_ReachedModelProvenanceError): + annual.build_annual_static_aging(**inputs) + + assert not inputs["output_dir"].exists() + + +@pytest.mark.parametrize("geography", ["block", "county", "none"]) +def test_parent_receipt_lists_the_flags_it_carries( + tmp_path: Path, geography: str +) -> None: + expected = _complete(geography) + path = _write_parent( + tmp_path / "base.h5", _tables(geography=geography, flags=expected) + ) + with pd.HDFStore(path, "r") as store: + tables = { + entity: read_frame_table(store, entity) for entity in US_SCHEMA.entities + } + weights = tables["household"].pop("household_weight").to_numpy(dtype=float) + frame = Frame( + tables, US_SCHEMA, {"household": Weights(weights, WeightKind.CALIBRATED)} + ) + + receipt = annual._parent_local_jurisdiction_flags(frame) + + assert receipt["carried_flags"] == sorted(expected) + assert ( + receipt["rungs"] + == { + "block": ["county", "place"], + "county": ["county"], + "none": [], + }[geography] + ) + for flag, (_entity, values) in FLAGS.items(): + entry = receipt["flags"][flag] + if flag in expected: + assert entry["status"] == "derived" + assert entry["households_in_jurisdiction"] == sum(values) + else: + assert entry["status"] == "unavailable" diff --git a/packages/microcosm-build/tests/engine_workflow/us/test_us_annual_static_aging.py b/packages/microcosm-build/tests/engine_workflow/us/test_us_annual_static_aging.py index 708cd5e8f8..2422557963 100644 --- a/packages/microcosm-build/tests/engine_workflow/us/test_us_annual_static_aging.py +++ b/packages/microcosm-build/tests/engine_workflow/us/test_us_annual_static_aging.py @@ -96,6 +96,12 @@ def project(frame, **kwargs): assert manifest["metadata"]["dataset_years"] == { "populace_us_2024": {str(y): f"populace_us_{y}" for y in (2024, 2025, 2026)} } + # The fixture parent has no county, so it decides and carries no local + # flag; tests/engine_free/us/test_us_annual_static_aging_parent_flags.py + # covers parents whose geography decides them. + flags = manifest["base"]["local_jurisdiction_flags"] + assert flags["rungs"] == [] + assert flags["carried_flags"] == [] for year in (2025, 2026): path = output / f"populace_us_{year}.h5" import h5py From 22cf88f0fd8a382f26ffa757776c50d57322c06f Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Tue, 3 Nov 2026 08:33:49 -0500 Subject: [PATCH 8/9] Name the live PUMA-ladder gate failures when a stored receipt drifts Review r2 nit 3: an assembled checkpoint from before the local-jurisdiction flags holds a passing PUMA-ladder receipt but no in_denver. The live gate now fails it, and the rejection said only that the receipt changed from live output, so the operator could not see the repair it needs. _validate_stacked_geography_assignment_receipt now appends the live gate's failure lines (in_denver: absent, but this table's county rung decides it, ...) when the live gate fails, and says that the live gate passes but its details differ otherwise. It still fails closed in both cases. Engine-free tests build an assembled pool with every column the live gate reads, with and without in_denver, and check that the message names the missing flag only when it is missing; a third test covers the passing, changed-details branch. All three fail against the previous message. Co-Authored-By: Claude Opus 5.5 --- .../us/test_us_multispine_pool_tool.py | 81 +++++++++++++++++++ tools/build_us_multispine_pool.py | 16 +++- 2 files changed, 93 insertions(+), 4 deletions(-) diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool_tool.py b/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool_tool.py index 5403902555..8e66e83c05 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool_tool.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_multispine_pool_tool.py @@ -694,6 +694,87 @@ def test_geography_assignment_receipt_rejects_coherent_valid_target_rewrite( ) +def _assembled_frame_the_live_puma_gate_reaches( + pool_tool: ModuleType, *, in_denver: bool +) -> Frame: + """An assembled pool with every column the live PUMA-ladder gate reads.""" + + stack = pool_tool.assemble_stacked_spine( + _many_household_source_frame(count=2), + _many_household_source_frame(count=2, measured_offset=1_000.0), + sample_fraction=1.0, + sample_seed=578, + ) + assigned = _with_fixture_household_geography(stack.frame) + household = assigned.table("household") + household["state_fips"] = 6 + household["county_fips_2023"] = household["county_fips"] + if in_denver: + household["in_denver"] = False + return assigned + + +@pytest.mark.parametrize("in_denver", [False, True]) +def test_geography_assignment_receipt_names_the_live_gate_failures( + pool_tool: ModuleType, in_denver: bool +) -> None: + # An assembled checkpoint from before the local-jurisdiction flags holds a + # passing PUMA-ladder receipt but no in_denver. The live gate fails it, and + # the rejection names what the live gate finds, so the operator sees the + # missing flag. (The fixture's Alameda-only pool also fails the NYC mass + # checks, with or without the flag.) + assigned = _assembled_frame_the_live_puma_gate_reaches( + pool_tool, in_denver=in_denver + ) + receipt = _fixture_geography_assignment_receipt(pool_tool, assigned) + + with pytest.raises( + ValueError, + match="PUMA-ladder gate receipt changed from live output; the live gate fails", + ) as rejected: + pool_tool._validate_stacked_geography_assignment_receipt( + assigned, + receipt, + target_districts=(601,), + boundary="fixture pre-flag checkpoint", + require_exact_assembled_rows=True, + ) + + message = str(rejected.value) + assert "[us_puma_ladder] New York State carries zero household weight" in message + missing_flag = "[us_puma_ladder] in_denver: absent, but this table's county rung" + assert (missing_flag in message) is not in_denver + + +def test_geography_assignment_receipt_says_when_a_passing_live_gate_differs( + pool_tool: ModuleType, monkeypatch: pytest.MonkeyPatch +) -> None: + assigned = _assembled_frame_the_live_puma_gate_reaches(pool_tool, in_denver=True) + receipt = _fixture_geography_assignment_receipt(pool_tool, assigned) + monkeypatch.setattr( + pool_tool, + "us_puma_ladder_gate", + lambda *args, **kwargs: GateResult( + name="us_puma_ladder", passed=True, details={"fixture": False} + ), + ) + + with pytest.raises( + ValueError, + match=( + "gate receipt changed from live output; the live gate passes, but its " + "details differ from the receipt's" + ), + ): + pool_tool._validate_stacked_geography_assignment_receipt( + assigned, + receipt, + target_districts=(601,), + boundary="fixture changed gate details", + require_exact_assembled_rows=True, + ) + + @pytest.mark.parametrize( ("route", "stage_receipts"), ( diff --git a/tools/build_us_multispine_pool.py b/tools/build_us_multispine_pool.py index 68abde6c13..dcfc9217a4 100644 --- a/tools/build_us_multispine_pool.py +++ b/tools/build_us_multispine_pool.py @@ -1822,7 +1822,7 @@ def _validate_stacked_geography_assignment_receipt( ): raise ValueError(f"{boundary}: PUMA-ladder gate receipt did not pass.") if require_exact_assembled_rows: - live_gate = GateReport( + live_report = GateReport( ( us_puma_ladder_gate( household, @@ -1830,10 +1830,18 @@ def _validate_stacked_geography_assignment_receipt( assign_tract=False, ), ) - ).to_manifest() - if gate_receipt != live_gate: + ) + if gate_receipt != live_report.to_manifest(): + # Name what the live gate finds, so an operator holding an older + # checkpoint sees the repair it needs (a missing in_denver, say). + drift = ( + "the live gate passes, but its details differ from the receipt's" + if live_report.passed + else "the live gate fails: " + "; ".join(live_report.failures) + ) raise ValueError( - f"{boundary}: PUMA-ladder gate receipt changed from live output." + f"{boundary}: PUMA-ladder gate receipt changed from live output; " + f"{drift}." ) provenance_columns = ( From 1818486a0ff3409f8adaf68e52e00659b6ed39f0 Mon Sep 17 00:00:00 2001 From: Max Ghenis Date: Tue, 3 Nov 2026 08:52:04 -0500 Subject: [PATCH 9/9] Name who acts in the builder's local-jurisdiction comments Rewrites six passive comments and docstring lines from the support re-derivation commit so each names its actor (_main, the derivation, the release engine). Comments only; the builder tests pass unchanged. Co-Authored-By: Claude Opus 5.5 --- .../us/test_us_fiscal_refresh_builder.py | 6 +++--- tools/build_us_fiscal_refresh_release.py | 15 ++++++++------- 2 files changed, 11 insertions(+), 10 deletions(-) diff --git a/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py b/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py index 07324069c4..d92e0c95fa 100644 --- a/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py +++ b/packages/microcosm-build/tests/engine_free/us/test_us_fiscal_refresh_builder.py @@ -2564,7 +2564,7 @@ def test_builder_derives_flags_after_every_support_reduction() -> None: # rows can make the place-rule flags decidable (microcosm#1453 review r2). # _main derives on the loaded base, again on the frozen support before # anything materializes targets from it, and again on the export support - # before any export gate reads it or the H5 is written from it. + # before any export gate reads it or the release engine writes it to H5. import inspect builder = _load_builder_module() @@ -9077,7 +9077,7 @@ def fake_release_gate_failures(*args, **kwargs): ), ) if terminal_mode != "stored_input_refused": - # The H5 is written from the frame the export derivation returned. + # The release engine writes the frame the export derivation returned. assert ( captured["written_frame"] is (captured["local_jurisdiction_export_frame"]) @@ -9426,7 +9426,7 @@ def fake_release_gate_failures(*args, **kwargs): "export": local_jurisdiction_receipt, }, } - # The flags are derived on the loaded base (or prepared pool) and again + # _main derives the flags on the loaded base (or prepared pool) and again # on the export support; this harness selects no frozen support. assert [type(frame) for frame in captured["local_jurisdiction_frames"]] == [ FakeFrame, diff --git a/tools/build_us_fiscal_refresh_release.py b/tools/build_us_fiscal_refresh_release.py index d1b55e22ae..867fefd80d 100644 --- a/tools/build_us_fiscal_refresh_release.py +++ b/tools/build_us_fiscal_refresh_release.py @@ -7370,7 +7370,7 @@ def _with_l0_refit_weights(base_frame: Frame, result) -> Frame: #: The supports ``_main`` derives local-jurisdiction flags on, in build order: #: the loaded base (or prepared pool), the frozen support when a selection -#: source reduces it, and the export support the H5 is written from. +#: source reduces it, and the export support the release engine writes to H5. LOCAL_JURISDICTION_FLAG_SUPPORTS = ("base", "frozen_support", "export") @@ -7389,10 +7389,10 @@ def _with_local_jurisdiction_flags( rows can make the place-rule flags decidable, as when frozen-support selection or the final L0 support keeps only block-anchored donors, so ``_main`` derives again after each such step and the written support - carries every flag its own geography decides. A carried flag that - disagrees with the geography is refused; a support whose flags are - already complete comes back unchanged. ``receipts[support]`` records - each derivation for the calibration diagnostics. + carries every flag its own geography decides. The derivation refuses a + carried flag that disagrees with the geography and returns a support + whose flags are already complete unchanged. ``receipts[support]`` + records each derivation for the calibration diagnostics. """ if support not in LOCAL_JURISDICTION_FLAG_SUPPORTS: @@ -12995,8 +12995,9 @@ def _main(argv: Sequence[str] | None = None) -> int | None: # A base built before the local-jurisdiction flags existed carries none, # and the engine would then default every Yonkers, Wilmington, Denver # and Philadelphia resident to False. Derive them from the base's own - # geography; a carried flag that disagrees with it is refused. The - # frozen-support selection and the export support derive them again. + # geography, refusing a carried flag that disagrees with it. _main + # derives them again after frozen-support selection and on the export + # support. local_jurisdiction_flags: dict[str, object] = {} base_frame = _with_local_jurisdiction_flags( base_frame,