Updates for compatibility with latest OG-Core

.github/workflows/build_and_test.yml

@@ -1,14 +1,30 @@
-name: Build and test [Python 3.9, 3.10]
-
-on: [push, pull_request]
-
+name: Build and test
+on:
+  push:
+    paths:
+      - '**.yml'
+      - '**.toml'
+      - '**.ini'
+      - '**.py'
+      - '**.json'
+      - '**.csv'
+      - '**.pkl'
+  pull_request:
+    paths:
+      - '**.yml'
+      - '**.toml'
+      - '**.ini'
+      - '**.py'
+      - '**.json'
+      - '**.csv'
+      - '**.pkl'
 jobs:
   build:
     runs-on: ${{ matrix.os }}
     strategy:
       matrix:
-        os: [ubuntu-latest, macos-latest]
-        python-version: ["3.9", "3.10"]
+        os: [ubuntu-latest, macos-latest, windows-latest]
+        python-version: ["3.10", "3.11"]
 
     steps:
       - name: Checkout
@@ -17,7 +33,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup Miniconda using Python ${{ matrix.python-version }}
-        uses: conda-incubator/setup-miniconda@v2
+        uses: conda-incubator/setup-miniconda@v3
         with:
           miniforge-variant: Mambaforge
           auto-update-conda: true
@@ -30,18 +46,18 @@ jobs:
         shell: bash -l {0}
         run: |
           pip install -e .
-          pip install pytest-cov
-          pip install pytest-pycodestyle
       - name: Test
         shell: bash -l {0}
         working-directory: ./
         run: |
-          pytest -m 'not local' --cov=./ --cov-report=xml
+          python -m pytest -m 'not local' --cov=./ --cov-report=xml
       - name: Upload coverage to Codecov
-        uses: codecov/codecov-action@v3
+        if: matrix.os == 'ubuntu-latest' && contains(github.repository, 'EAPD-DRB/OG-ZAF')
+        uses: codecov/codecov-action@v4
         with:
           files: ./coverage.xml
           flags: unittests
           name: codecov-umbrella
+          token: ${{ secrets.CODECOV_TOKEN }}
           fail_ci_if_error: true
           verbose: true

.github/workflows/deploy_docs.yml

@@ -3,6 +3,15 @@ on:
   push:
     branches:
       - main
+    paths:
+      - './docs/**.png'
+      - './docs/book/content/calibration/images/**.png'
+      - './docs/README.md'
+      - './docs/book/**.yml'
+      - './docs/book/**.bib'
+      - '**.md'
+      - './docs/book/content/api/**.rst'
+      - './ogzaf/**.py'
 jobs:
   build-and-deploy:
     if: github.repository == 'EAPD-DRB/OG-ZAF'
@@ -14,12 +23,12 @@ jobs:
           persist-credentials: false
 
       - name: Setup Miniconda
-        uses: conda-incubator/setup-miniconda@v2
+        uses: conda-incubator/setup-miniconda@v3
         with:
           miniforge-variant: Mambaforge
           activate-environment: ogzaf-dev
           environment-file: environment.yml
-          python-version: "3.10"
+          python-version: "3.11"
           auto-activate-base: false
 
       - name: Build # Build Jupyter Book

.github/workflows/docs_check.yml

@@ -1,5 +1,15 @@
 name: Check that docs build
-on: [push, pull_request]
+on:
+  pull_request:
+    paths:
+      - './docs/**.png'
+      - './docs/book/content/calibration/images/**.png'
+      - './docs/README.md'
+      - './docs/book/**.yml'
+      - './docs/book/**.bib'
+      - '**.md'
+      - './docs/book/content/api/**.rst'
+      - './ogzaf/**.py'
 
 jobs:
   build:
@@ -11,12 +21,12 @@ jobs:
           persist-credentials: false
 
       - name: Setup Miniconda
-        uses: conda-incubator/setup-miniconda@v2
+        uses: conda-incubator/setup-miniconda@v3
         with:
           miniforge-variant: Mambaforge
           activate-environment: ogzaf-dev
           environment-file: environment.yml
-          python-version: "3.10"
+          python-version: "3.11"
           auto-activate-base: false
 
       - name: Build # Build Jupyter Book

.github/workflows/publish_to_pypi.yml

@@ -16,7 +16,7 @@ jobs:
       - name: Setup Python
         uses: actions/setup-python@v4
         with:
-          python-version: "3.10"
+          python-version: "3.11"
       - name: Build package
         shell: bash -l {0}
         run: |

CHANGELOG.md

@@ -5,6 +5,14 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.0.2] - 2024-06-18 12:00:00
+
+### Added
+
+- Updates to `Calibration` to work with OG-Core 0.11.10
+- Removal of unused lines of code throughout the package
+
+
 ## [0.0.1] - 2023-10-30 8:00:00
 
 ### Added
@@ -24,4 +32,5 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[0.0.2]: https://github.com/EAPD-DRB/OG-ZAF/compare/v0.0.1...v0.0.2
 [0.0.1]: https://github.com/EAPD-DRB/OG-ZAF/compare/v0.0.0...v0.0.1

MANIFEST.in

@@ -1,5 +1 @@
-include ogzaf/data/demographic/un_zaf_deaths.csv
-include ogzaf/data/demographic/un_zaf_fert.csv
-include ogzaf/data/demographic/un_zaf_infmort.csv
-include ogzaf/data/demographic/un_zaf_mort.csv
-include ogzaf/data/demographic/un_zaf_pop.csv
+include ogzaf/ogzaf_default_parameters.json

Makefile

@@ -5,8 +5,6 @@ format:
 install:
 	pip install -e .
 test:
-	pip install pytest-cov
-	pip install pytest-pycodestyle
 	pytest -m 'not local' --cov=./ --cov-report=xml
 documentation:
 	jupyter-book clean docs/book

README.md

@@ -3,7 +3,7 @@
 | | |
 | --- | --- |
 | Org | [![United Nations DESA](https://img.shields.io/badge/United%20Nations%20DESA-blue)](https://www.un.org/en/desa) [![PSL cataloged](https://img.shields.io/badge/PSL-cataloged-a0a0a0.svg)](https://www.PSLmodels.org) [![OS License: CC0-1.0](https://img.shields.io/badge/OS%20License-CC0%201.0-yellow)](https://github.com/EAPD-DRB/OG-ZAF/blob/main/LICENSE) |
-| Package | [![Python 3.9](https://img.shields.io/badge/python-3.9-blue.svg)](https://www.python.org/downloads/release/python-3917/) [![Python 3.10](https://img.shields.io/badge/python-3.10-blue.svg)](https://www.python.org/downloads/release/python-31013/) [![Python 3.11](https://img.shields.io/badge/python-3.11-blue.svg)](https://www.python.org/downloads/release/python-3116/) [![PyPI Latest Release](https://img.shields.io/pypi/v/ogzaf.svg)](https://pypi.org/project/ogzaf/) [![PyPI Downloads](https://img.shields.io/pypi/dm/ogzaf.svg?label=PyPI%20downloads)](https://pypi.org/project/ogzaf/) |
+| Package | [![Python 3.10](https://img.shields.io/badge/python-3.10-blue.svg)](https://www.python.org/downloads/release/python-31013/) [![Python 3.11](https://img.shields.io/badge/python-3.11-blue.svg)](https://www.python.org/downloads/release/python-3116/) [![PyPI Latest Release](https://img.shields.io/pypi/v/ogzaf.svg)](https://pypi.org/project/ogzaf/) [![PyPI Downloads](https://img.shields.io/pypi/dm/ogzaf.svg?label=PyPI%20downloads)](https://pypi.org/project/ogzaf/) |
 | Testing | ![example event parameter](https://github.com/EAPD-DRB/OG-ZAF/actions/workflows/build_and_test.yml/badge.svg?branch=main) ![example event parameter](https://github.com/EAPD-DRB/OG-ZAF/actions/workflows/deploy_docs.yml/badge.svg?branch=main) ![example event parameter](https://github.com/EAPD-DRB/OG-ZAF/actions/workflows/check_format.yml/badge.svg?branch=main) [![Codecov](https://codecov.io/gh/EAPD-DRB/OG-ZAF/branch/main/graph/badge.svg)](https://codecov.io/gh/EAPD-DRB/OG-ZAF) |
 
 OG-ZAF is an overlapping-generations (OG) model that allows for dynamic general equilibrium analysis of fiscal policy for South Africa. OG-ZAF is built on the OG-Core framework. The model output includes changes in macroeconomic aggregates (GDP, investment, consumption), wages, interest rates, and the stream of tax revenues over time. Regularly updated documentation of the model theory--its output, and solution method--and the Python API is available at https://pslmodels.github.io/OG-Core and documentation of the specific South African calibration of the model will be available soon.

docs/book/content/intro/intro.md

@@ -1,6 +1,12 @@
 (Chap_Intro)=
 # OG-ZAF
 
+| | |
+| --- | --- |
+| Org | [![United Nations DESA](https://img.shields.io/badge/United%20Nations%20DESA-blue)](https://www.un.org/en/desa) [![PSL cataloged](https://img.shields.io/badge/PSL-cataloged-a0a0a0.svg)](https://www.PSLmodels.org) [![OS License: CC0-1.0](https://img.shields.io/badge/OS%20License-CC0%201.0-yellow)](https://github.com/EAPD-DRB/OG-ZAF/blob/main/LICENSE) |
+| Package | [![Python 3.10](https://img.shields.io/badge/python-3.10-blue.svg)](https://www.python.org/downloads/release/python-31013/) [![Python 3.11](https://img.shields.io/badge/python-3.11-blue.svg)](https://www.python.org/downloads/release/python-3116/) [![PyPI Latest Release](https://img.shields.io/pypi/v/ogzaf.svg)](https://pypi.org/project/ogzaf/) [![PyPI Downloads](https://img.shields.io/pypi/dm/ogzaf.svg?label=PyPI%20downloads)](https://pypi.org/project/ogzaf/) |
+| Testing | ![example event parameter](https://github.com/EAPD-DRB/OG-ZAF/actions/workflows/build_and_test.yml/badge.svg?branch=main) ![example event parameter](https://github.com/EAPD-DRB/OG-ZAF/actions/workflows/deploy_docs.yml/badge.svg?branch=main) ![example event parameter](https://github.com/EAPD-DRB/OG-ZAF/actions/workflows/check_format.yml/badge.svg?branch=main) [![Codecov](https://codecov.io/gh/EAPD-DRB/OG-ZAF/branch/main/graph/badge.svg)](https://codecov.io/gh/EAPD-DRB/OG-ZAF) |
+
 [`OG-ZAF`](https://github.com/EAPD-DRB/OG-ZAF) is a package that provides code and data to calibrate an overlapping-generations (OG) model to the economy of South Africa (ZAF), the code of which is hosted on GitHub at https://github.com/EAPD-DRB/OG-ZAF. `OG-ZAF` uses as a dependency the [`OG-Core`](https://pslmodels.github.io/OG-Core/) package, which contains the core theory and logic of a general OG model. The `OG-ZAF` calibration package and the `OG-Core` theory and logic make the model that allows for dynamic general equilibrium analysis of federal fiscal policy in South Africa. The model output focuses on changes in macroeconomic aggregates (GDP, investment, consumption), wages, interest rates, and the stream of tax revenues over time. This documentation of the `OG-ZAF` package contains the following major sections, which are regularly updated.
 
 * Contributing to `OG-ZAF`

environment.yml

@@ -2,8 +2,10 @@ name: ogzaf-dev
 channels:
 - conda-forge
 dependencies:
-- python>=3.7.7
+- python>=3.7.7, <3.12
 - numpy
+- setuptools
+- wheel
 - numba>=0.54
 - scipy>=1.7.1
 - pandas>=1.2.5
@@ -14,11 +16,10 @@ dependencies:
 - paramtools>=0.15.0
 - sphinx>=3.5.4
 - sphinx-book-theme>=0.1.3
-- pip
+- jupyter-book>=0.11.3
 - pytest>=6.0
-- pytest-pep8
+- pytest-cov
 - pytest-xdist
-- pycodestyle
 - pylint
 - coverage
 - requests
@@ -28,9 +29,8 @@ dependencies:
 - black
 - jupyter
 - ipython
-- setuptools
+- pip
 - pip:
-  - jupyter-book>=0.9.1
   - openpyxl>=3.1.2
   - pandas-datareader
   - linecheck

examples/run_og_zaf.py

@@ -6,21 +6,26 @@
 import json
 import time
 import copy
-import numpy as np
-
-# from taxcalc import Calculator
+import matplotlib.pyplot as plt
 from ogzaf.calibrate import Calibration
 from ogcore.parameters import Specifications
 from ogcore import output_tables as ot
 from ogcore import output_plots as op
 from ogcore.execute import runner
-from ogcore.utils import safe_read_pickle
+from ogcore.utils import safe_read_pickle, param_dump_json
+
+# Use a custom matplotlib style file for plots
+style_file_url = (
+    "https://raw.githubusercontent.com/PSLmodels/OG-Core/"
+    + "master/ogcore/OGcorePlots.mplstyle"
+)
+plt.style.use(style_file_url)
 
 
 def main():
     # Define parameters to use for multiprocessing
-    client = Client()
     num_workers = min(multiprocessing.cpu_count(), 7)
+    client = Client(n_workers=num_workers, threads_per_worker=1)
     print("Number of workers = ", num_workers)
 
     # Directories to save data
@@ -54,12 +59,18 @@ def main():
     c = Calibration(p)
     updated_params = c.get_dict()
     p.update_specifications(updated_params)
-    updated_params_tax = {
-        "etr_params": (np.ones((1, p.S, 1)) * 0.35).tolist(),
-        "mtrx_params": (np.ones((1, p.S, 1)) * 0.35).tolist(),
-        "mtry_params": (np.ones((1, p.S, 1)) * 0.35).tolist(),
-    }
-    p.update_specifications(updated_params_tax)
+    # set tax rates
+    p.update_specifications(
+        {
+            "cit_rate": [[0.27]],
+            "tax_func_type": "linear",
+            "age_specific": False,
+            # "etr_params": [[[0.22]]],
+            # "mtrx_params": [[[0.31]]],
+            # "mtry_params": [[[0.25]]],
+            "tau_c": [[0.15]],
+        }
+    )
 
     # Run model
     start_time = time.time()

ogzaf/__init__.py

@@ -0,0 +1,11 @@
+"""
+Specify what is available to import from the ogzaf package.
+"""
+
+from ogzaf.calibrate import *
+from ogzaf.income import *
+from ogzaf.input_output import *
+from ogzaf.macro_params import *
+from ogzaf.utils import *
+
+__version__ = "0.0.2"