From c49ca7bd97127f09f51320e72782fef816ad4ab7 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Mon, 12 Jan 2026 10:28:41 -0800 Subject: [PATCH 01/15] feat: add user-policy associations --- src/policyengine_api/api/__init__.py | 2 + src/policyengine_api/api/user_policies.py | 138 +++++++++ src/policyengine_api/models/__init__.py | 10 + src/policyengine_api/models/user_policy.py | 52 ++++ tests/test_user_policies.py | 317 +++++++++++++++++++++ 5 files changed, 519 insertions(+) create mode 100644 src/policyengine_api/api/user_policies.py create mode 100644 src/policyengine_api/models/user_policy.py create mode 100644 tests/test_user_policies.py diff --git a/src/policyengine_api/api/__init__.py b/src/policyengine_api/api/__init__.py index f135b14..7e94d29 100644 --- a/src/policyengine_api/api/__init__.py +++ b/src/policyengine_api/api/__init__.py @@ -20,6 +20,7 @@ tax_benefit_model_versions, tax_benefit_models, user_household_associations, + user_policies, variables, ) @@ -43,5 +44,6 @@ api_router.include_router(analysis.router) api_router.include_router(agent.router) api_router.include_router(user_household_associations.router) +api_router.include_router(user_policies.router) __all__ = ["api_router"] diff --git a/src/policyengine_api/api/user_policies.py b/src/policyengine_api/api/user_policies.py new file mode 100644 index 0000000..d2326c2 --- /dev/null +++ b/src/policyengine_api/api/user_policies.py @@ -0,0 +1,138 @@ +"""User-policy association endpoints. + +Associates users with policies they've saved/created. This enables users to +maintain a list of their policies across sessions without duplicating the +underlying policy data. +""" + +from datetime import datetime, timezone +from uuid import UUID + +from fastapi import APIRouter, Depends, HTTPException, Query +from sqlmodel import Session, select + +from policyengine_api.models import ( + Policy, + User, + UserPolicy, + UserPolicyCreate, + UserPolicyRead, + UserPolicyUpdate, +) +from policyengine_api.services.database import get_session + +router = APIRouter(prefix="/user-policies", tags=["user-policies"]) + + +@router.post("/", response_model=UserPolicyRead) +def create_user_policy( + user_policy: UserPolicyCreate, + session: Session = Depends(get_session), +): + """Create a new user-policy association. + + Associates a user with a policy, allowing them to save it to their list. + A user can only have one association per policy (duplicates are rejected). + """ + # Validate user exists + user = session.get(User, user_policy.user_id) + if not user: + raise HTTPException(status_code=404, detail="User not found") + + # Validate policy exists + policy = session.get(Policy, user_policy.policy_id) + if not policy: + raise HTTPException(status_code=404, detail="Policy not found") + + # Check for duplicate (same user_id + policy_id) + existing = session.exec( + select(UserPolicy).where( + UserPolicy.user_id == user_policy.user_id, + UserPolicy.policy_id == user_policy.policy_id, + ) + ).first() + if existing: + raise HTTPException( + status_code=409, + detail="User already has an association with this policy", + ) + + # Create the association + db_user_policy = UserPolicy.model_validate(user_policy) + session.add(db_user_policy) + session.commit() + session.refresh(db_user_policy) + return db_user_policy + + +@router.get("/", response_model=list[UserPolicyRead]) +def list_user_policies( + user_id: UUID = Query(..., description="User ID to filter by"), + country_id: str | None = Query(None, description="Country filter (us/uk)"), + session: Session = Depends(get_session), +): + """List all policy associations for a user. + + Returns all policies saved by the specified user. Optionally filter by country. + """ + query = select(UserPolicy).where(UserPolicy.user_id == user_id) + + if country_id: + query = query.where(UserPolicy.country_id == country_id) + + user_policies = session.exec(query).all() + return user_policies + + +@router.get("/{user_policy_id}", response_model=UserPolicyRead) +def get_user_policy( + user_policy_id: UUID, + session: Session = Depends(get_session), +): + """Get a specific user-policy association by ID.""" + user_policy = session.get(UserPolicy, user_policy_id) + if not user_policy: + raise HTTPException(status_code=404, detail="User-policy association not found") + return user_policy + + +@router.patch("/{user_policy_id}", response_model=UserPolicyRead) +def update_user_policy( + user_policy_id: UUID, + updates: UserPolicyUpdate, + session: Session = Depends(get_session), +): + """Update a user-policy association (e.g., rename label).""" + user_policy = session.get(UserPolicy, user_policy_id) + if not user_policy: + raise HTTPException(status_code=404, detail="User-policy association not found") + + # Apply updates + update_data = updates.model_dump(exclude_unset=True) + for key, value in update_data.items(): + setattr(user_policy, key, value) + + # Update timestamp + user_policy.updated_at = datetime.now(timezone.utc) + + session.add(user_policy) + session.commit() + session.refresh(user_policy) + return user_policy + + +@router.delete("/{user_policy_id}", status_code=204) +def delete_user_policy( + user_policy_id: UUID, + session: Session = Depends(get_session), +): + """Delete a user-policy association. + + This only removes the association, not the underlying policy. + """ + user_policy = session.get(UserPolicy, user_policy_id) + if not user_policy: + raise HTTPException(status_code=404, detail="User-policy association not found") + + session.delete(user_policy) + session.commit() diff --git a/src/policyengine_api/models/__init__.py b/src/policyengine_api/models/__init__.py index 7361979..e7b386a 100644 --- a/src/policyengine_api/models/__init__.py +++ b/src/policyengine_api/models/__init__.py @@ -61,6 +61,12 @@ UserHouseholdAssociationRead, UserHouseholdAssociationUpdate, ) +from .user_policy import ( + UserPolicy, + UserPolicyCreate, + UserPolicyRead, + UserPolicyUpdate, +) from .variable import Variable, VariableCreate, VariableRead __all__ = [ @@ -136,6 +142,10 @@ "UserHouseholdAssociationRead", "UserHouseholdAssociationUpdate", "UserRead", + "UserPolicy", + "UserPolicyCreate", + "UserPolicyRead", + "UserPolicyUpdate", "Variable", "VariableCreate", "VariableRead", diff --git a/src/policyengine_api/models/user_policy.py b/src/policyengine_api/models/user_policy.py new file mode 100644 index 0000000..7eb7353 --- /dev/null +++ b/src/policyengine_api/models/user_policy.py @@ -0,0 +1,52 @@ +from datetime import datetime, timezone +from typing import TYPE_CHECKING +from uuid import UUID, uuid4 + +from sqlmodel import Field, Relationship, SQLModel + +if TYPE_CHECKING: + from .policy import Policy + from .user import User + + +class UserPolicyBase(SQLModel): + """Base user-policy association fields.""" + + user_id: UUID = Field(foreign_key="users.id", index=True) + policy_id: UUID = Field(foreign_key="policies.id", index=True) + country_id: str # "us" or "uk" + label: str | None = None + + +class UserPolicy(UserPolicyBase, table=True): + """User-policy association database model.""" + + __tablename__ = "user_policies" + + id: UUID = Field(default_factory=uuid4, primary_key=True) + created_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc)) + updated_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc)) + + # Relationships + user: "User" = Relationship() + policy: "Policy" = Relationship() + + +class UserPolicyCreate(UserPolicyBase): + """Schema for creating user-policy associations.""" + + pass + + +class UserPolicyRead(UserPolicyBase): + """Schema for reading user-policy associations.""" + + id: UUID + created_at: datetime + updated_at: datetime + + +class UserPolicyUpdate(SQLModel): + """Schema for updating user-policy associations.""" + + label: str | None = None diff --git a/tests/test_user_policies.py b/tests/test_user_policies.py new file mode 100644 index 0000000..5c4e327 --- /dev/null +++ b/tests/test_user_policies.py @@ -0,0 +1,317 @@ +"""Tests for user-policy association endpoints.""" + +from uuid import uuid4 + +from policyengine_api.models import Policy, User, UserPolicy + + +def test_list_user_policies_empty(client, session): + """List user policies returns empty list when user has no associations.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + session.add(user) + session.commit() + + response = client.get(f"/user-policies?user_id={user.id}") + assert response.status_code == 200 + assert response.json() == [] + + +def test_create_user_policy(client, session): + """Create a new user-policy association.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy = Policy(name="Test policy", description="A test policy") + session.add(user) + session.add(policy) + session.commit() + session.refresh(user) + session.refresh(policy) + + response = client.post( + "/user-policies", + json={ + "user_id": str(user.id), + "policy_id": str(policy.id), + "country_id": "us", + "label": "My test policy", + }, + ) + assert response.status_code == 200 + data = response.json() + assert data["user_id"] == str(user.id) + assert data["policy_id"] == str(policy.id) + assert data["country_id"] == "us" + assert data["label"] == "My test policy" + assert "id" in data + assert "created_at" in data + assert "updated_at" in data + + +def test_create_user_policy_without_label(client, session): + """Create a user-policy association without a label.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy = Policy(name="Test policy", description="A test policy") + session.add(user) + session.add(policy) + session.commit() + session.refresh(user) + session.refresh(policy) + + response = client.post( + "/user-policies", + json={ + "user_id": str(user.id), + "policy_id": str(policy.id), + "country_id": "uk", + }, + ) + assert response.status_code == 200 + data = response.json() + assert data["label"] is None + + +def test_create_user_policy_user_not_found(client): + """Create user-policy association with non-existent user returns 404.""" + fake_user_id = uuid4() + fake_policy_id = uuid4() + + response = client.post( + "/user-policies", + json={ + "user_id": str(fake_user_id), + "policy_id": str(fake_policy_id), + "country_id": "us", + }, + ) + assert response.status_code == 404 + assert response.json()["detail"] == "User not found" + + +def test_create_user_policy_policy_not_found(client, session): + """Create user-policy association with non-existent policy returns 404.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + session.add(user) + session.commit() + session.refresh(user) + + fake_policy_id = uuid4() + response = client.post( + "/user-policies", + json={ + "user_id": str(user.id), + "policy_id": str(fake_policy_id), + "country_id": "us", + }, + ) + assert response.status_code == 404 + assert response.json()["detail"] == "Policy not found" + + +def test_create_user_policy_duplicate(client, session): + """Creating duplicate user-policy association returns 409.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy = Policy(name="Test policy", description="A test policy") + session.add(user) + session.add(policy) + session.commit() + session.refresh(user) + session.refresh(policy) + + # Create first association + user_policy = UserPolicy( + user_id=user.id, + policy_id=policy.id, + country_id="us", + ) + session.add(user_policy) + session.commit() + + # Try to create duplicate + response = client.post( + "/user-policies", + json={ + "user_id": str(user.id), + "policy_id": str(policy.id), + "country_id": "us", + }, + ) + assert response.status_code == 409 + assert "already has an association" in response.json()["detail"] + + +def test_list_user_policies_with_data(client, session): + """List user policies returns all associations for a user.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy1 = Policy(name="Policy 1", description="First policy") + policy2 = Policy(name="Policy 2", description="Second policy") + session.add(user) + session.add(policy1) + session.add(policy2) + session.commit() + session.refresh(user) + session.refresh(policy1) + session.refresh(policy2) + + user_policy1 = UserPolicy( + user_id=user.id, + policy_id=policy1.id, + country_id="us", + label="US policy", + ) + user_policy2 = UserPolicy( + user_id=user.id, + policy_id=policy2.id, + country_id="uk", + label="UK policy", + ) + session.add(user_policy1) + session.add(user_policy2) + session.commit() + + response = client.get(f"/user-policies?user_id={user.id}") + assert response.status_code == 200 + data = response.json() + assert len(data) == 2 + + +def test_list_user_policies_filter_by_country(client, session): + """List user policies with country filter.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy1 = Policy(name="Policy 1", description="First policy") + policy2 = Policy(name="Policy 2", description="Second policy") + session.add(user) + session.add(policy1) + session.add(policy2) + session.commit() + session.refresh(user) + session.refresh(policy1) + session.refresh(policy2) + + user_policy1 = UserPolicy( + user_id=user.id, + policy_id=policy1.id, + country_id="us", + ) + user_policy2 = UserPolicy( + user_id=user.id, + policy_id=policy2.id, + country_id="uk", + ) + session.add(user_policy1) + session.add(user_policy2) + session.commit() + + response = client.get(f"/user-policies?user_id={user.id}&country_id=us") + assert response.status_code == 200 + data = response.json() + assert len(data) == 1 + assert data[0]["country_id"] == "us" + + +def test_get_user_policy(client, session): + """Get a specific user-policy association by ID.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy = Policy(name="Test policy", description="A test policy") + session.add(user) + session.add(policy) + session.commit() + session.refresh(user) + session.refresh(policy) + + user_policy = UserPolicy( + user_id=user.id, + policy_id=policy.id, + country_id="us", + label="My policy", + ) + session.add(user_policy) + session.commit() + session.refresh(user_policy) + + response = client.get(f"/user-policies/{user_policy.id}") + assert response.status_code == 200 + data = response.json() + assert data["id"] == str(user_policy.id) + assert data["label"] == "My policy" + + +def test_get_user_policy_not_found(client): + """Get a non-existent user-policy association returns 404.""" + fake_id = uuid4() + response = client.get(f"/user-policies/{fake_id}") + assert response.status_code == 404 + assert response.json()["detail"] == "User-policy association not found" + + +def test_update_user_policy(client, session): + """Update a user-policy association label.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy = Policy(name="Test policy", description="A test policy") + session.add(user) + session.add(policy) + session.commit() + session.refresh(user) + session.refresh(policy) + + user_policy = UserPolicy( + user_id=user.id, + policy_id=policy.id, + country_id="us", + label="Old label", + ) + session.add(user_policy) + session.commit() + session.refresh(user_policy) + + response = client.patch( + f"/user-policies/{user_policy.id}", + json={"label": "New label"}, + ) + assert response.status_code == 200 + data = response.json() + assert data["label"] == "New label" + + +def test_update_user_policy_not_found(client): + """Update a non-existent user-policy association returns 404.""" + fake_id = uuid4() + response = client.patch( + f"/user-policies/{fake_id}", + json={"label": "New label"}, + ) + assert response.status_code == 404 + assert response.json()["detail"] == "User-policy association not found" + + +def test_delete_user_policy(client, session): + """Delete a user-policy association.""" + user = User(first_name="Test", last_name="User", email="test@example.com") + policy = Policy(name="Test policy", description="A test policy") + session.add(user) + session.add(policy) + session.commit() + session.refresh(user) + session.refresh(policy) + + user_policy = UserPolicy( + user_id=user.id, + policy_id=policy.id, + country_id="us", + ) + session.add(user_policy) + session.commit() + session.refresh(user_policy) + + response = client.delete(f"/user-policies/{user_policy.id}") + assert response.status_code == 204 + + # Verify it's deleted + response = client.get(f"/user-policies/{user_policy.id}") + assert response.status_code == 404 + + +def test_delete_user_policy_not_found(client): + """Delete a non-existent user-policy association returns 404.""" + fake_id = uuid4() + response = client.delete(f"/user-policies/{fake_id}") + assert response.status_code == 404 + assert response.json()["detail"] == "User-policy association not found" From 264966f07aaef6cfd0a5d5e64aa14a39f87ac92d Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Fri, 23 Jan 2026 00:51:19 -0800 Subject: [PATCH 02/15] feat: Add tax_benefit_model_id to Policy, remove country_id from UserPolicy --- src/policyengine_api/api/policies.py | 27 ++++-- src/policyengine_api/api/user_policies.py | 12 ++- src/policyengine_api/models/policy.py | 3 + src/policyengine_api/models/user_policy.py | 1 - tests/conftest.py | 20 +++++ tests/test_policies.py | 63 +++++++++++-- tests/test_user_policies.py | 100 +++++++++++++-------- 7 files changed, 174 insertions(+), 52 deletions(-) diff --git a/src/policyengine_api/api/policies.py b/src/policyengine_api/api/policies.py index d0e2ca5..1f4c744 100644 --- a/src/policyengine_api/api/policies.py +++ b/src/policyengine_api/api/policies.py @@ -31,7 +31,7 @@ from typing import List from uuid import UUID -from fastapi import APIRouter, Depends, HTTPException +from fastapi import APIRouter, Depends, HTTPException, Query from sqlmodel import Session, select from policyengine_api.models import ( @@ -40,6 +40,7 @@ Policy, PolicyCreate, PolicyRead, + TaxBenefitModel, ) from policyengine_api.services.database import get_session @@ -67,8 +68,17 @@ def create_policy(policy: PolicyCreate, session: Session = Depends(get_session)) ] } """ + # Validate tax_benefit_model exists + tax_model = session.get(TaxBenefitModel, policy.tax_benefit_model_id) + if not tax_model: + raise HTTPException(status_code=404, detail="Tax benefit model not found") + # Create the policy - db_policy = Policy(name=policy.name, description=policy.description) + db_policy = Policy( + name=policy.name, + description=policy.description, + tax_benefit_model_id=policy.tax_benefit_model_id, + ) session.add(db_policy) session.flush() # Get the policy ID before adding parameter values @@ -112,10 +122,15 @@ def create_policy(policy: PolicyCreate, session: Session = Depends(get_session)) @router.get("/", response_model=List[PolicyRead]) -def list_policies(session: Session = Depends(get_session)): - """List all policies.""" - policies = session.exec(select(Policy)).all() - return policies +def list_policies( + tax_benefit_model_id: UUID | None = Query(None, description="Filter by tax benefit model"), + session: Session = Depends(get_session), +): + """List all policies, optionally filtered by tax benefit model.""" + query = select(Policy) + if tax_benefit_model_id: + query = query.where(Policy.tax_benefit_model_id == tax_benefit_model_id) + return session.exec(query).all() @router.get("/{policy_id}", response_model=PolicyRead) diff --git a/src/policyengine_api/api/user_policies.py b/src/policyengine_api/api/user_policies.py index d2326c2..7898f15 100644 --- a/src/policyengine_api/api/user_policies.py +++ b/src/policyengine_api/api/user_policies.py @@ -68,17 +68,21 @@ def create_user_policy( @router.get("/", response_model=list[UserPolicyRead]) def list_user_policies( user_id: UUID = Query(..., description="User ID to filter by"), - country_id: str | None = Query(None, description="Country filter (us/uk)"), + tax_benefit_model_id: UUID | None = Query(None, description="Filter by tax benefit model"), session: Session = Depends(get_session), ): """List all policy associations for a user. - Returns all policies saved by the specified user. Optionally filter by country. + Returns all policies saved by the specified user. Optionally filter by tax benefit model. """ query = select(UserPolicy).where(UserPolicy.user_id == user_id) - if country_id: - query = query.where(UserPolicy.country_id == country_id) + if tax_benefit_model_id: + query = ( + query + .join(Policy, UserPolicy.policy_id == Policy.id) + .where(Policy.tax_benefit_model_id == tax_benefit_model_id) + ) user_policies = session.exec(query).all() return user_policies diff --git a/src/policyengine_api/models/policy.py b/src/policyengine_api/models/policy.py index 570320b..69eeecf 100644 --- a/src/policyengine_api/models/policy.py +++ b/src/policyengine_api/models/policy.py @@ -6,6 +6,7 @@ if TYPE_CHECKING: from .parameter_value import ParameterValue + from .tax_benefit_model import TaxBenefitModel class PolicyBase(SQLModel): @@ -13,6 +14,7 @@ class PolicyBase(SQLModel): name: str description: str | None = None + tax_benefit_model_id: UUID = Field(foreign_key="tax_benefit_models.id", index=True) class Policy(PolicyBase, table=True): @@ -26,6 +28,7 @@ class Policy(PolicyBase, table=True): # Relationships parameter_values: list["ParameterValue"] = Relationship(back_populates="policy") + tax_benefit_model: "TaxBenefitModel" = Relationship() class PolicyCreate(PolicyBase): diff --git a/src/policyengine_api/models/user_policy.py b/src/policyengine_api/models/user_policy.py index 7eb7353..6bdf9ff 100644 --- a/src/policyengine_api/models/user_policy.py +++ b/src/policyengine_api/models/user_policy.py @@ -14,7 +14,6 @@ class UserPolicyBase(SQLModel): user_id: UUID = Field(foreign_key="users.id", index=True) policy_id: UUID = Field(foreign_key="policies.id", index=True) - country_id: str # "us" or "uk" label: str | None = None diff --git a/tests/conftest.py b/tests/conftest.py index 8be9b3f..fe5c04a 100644 --- a/tests/conftest.py +++ b/tests/conftest.py @@ -48,6 +48,26 @@ def get_session_override(): app.dependency_overrides.clear() +@pytest.fixture(name="tax_benefit_model") +def tax_benefit_model_fixture(session: Session): + """Create a TaxBenefitModel for tests.""" + model = TaxBenefitModel(name="policyengine-us", description="US model") + session.add(model) + session.commit() + session.refresh(model) + return model + + +@pytest.fixture(name="uk_tax_benefit_model") +def uk_tax_benefit_model_fixture(session: Session): + """Create a UK TaxBenefitModel for tests.""" + model = TaxBenefitModel(name="policyengine-uk", description="UK model") + session.add(model) + session.commit() + session.refresh(model) + return model + + @pytest.fixture(name="simulation_id") def simulation_fixture(session: Session): """Create a test simulation with required dependencies.""" diff --git a/tests/test_policies.py b/tests/test_policies.py index f48730b..9c85f96 100644 --- a/tests/test_policies.py +++ b/tests/test_policies.py @@ -2,7 +2,7 @@ from uuid import uuid4 -from policyengine_api.models import Policy +from policyengine_api.models import Policy, TaxBenefitModel def test_list_policies_empty(client): @@ -12,25 +12,46 @@ def test_list_policies_empty(client): assert response.json() == [] -def test_create_policy(client): +def test_create_policy(client, tax_benefit_model): """Create a new policy.""" response = client.post( "/policies", json={ "name": "Test policy", "description": "A test policy", + "tax_benefit_model_id": str(tax_benefit_model.id), }, ) assert response.status_code == 200 data = response.json() assert data["name"] == "Test policy" assert data["description"] == "A test policy" + assert data["tax_benefit_model_id"] == str(tax_benefit_model.id) assert "id" in data -def test_list_policies_with_data(client, session): +def test_create_policy_invalid_tax_benefit_model(client): + """Create policy with non-existent tax_benefit_model returns 404.""" + fake_id = uuid4() + response = client.post( + "/policies", + json={ + "name": "Test policy", + "description": "A test policy", + "tax_benefit_model_id": str(fake_id), + }, + ) + assert response.status_code == 404 + assert response.json()["detail"] == "Tax benefit model not found" + + +def test_list_policies_with_data(client, session, tax_benefit_model): """List policies returns all policies.""" - policy = Policy(name="test-policy", description="Test") + policy = Policy( + name="test-policy", + description="Test", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(policy) session.commit() @@ -41,9 +62,39 @@ def test_list_policies_with_data(client, session): assert data[0]["name"] == "test-policy" -def test_get_policy(client, session): +def test_list_policies_filter_by_tax_benefit_model( + client, session, tax_benefit_model, uk_tax_benefit_model +): + """List policies with tax_benefit_model_id filter.""" + policy1 = Policy( + name="US policy", + description="US", + tax_benefit_model_id=tax_benefit_model.id, + ) + policy2 = Policy( + name="UK policy", + description="UK", + tax_benefit_model_id=uk_tax_benefit_model.id, + ) + session.add(policy1) + session.add(policy2) + session.commit() + + # Filter by US model + response = client.get(f"/policies?tax_benefit_model_id={tax_benefit_model.id}") + assert response.status_code == 200 + data = response.json() + assert len(data) == 1 + assert data[0]["name"] == "US policy" + + +def test_get_policy(client, session, tax_benefit_model): """Get a specific policy by ID.""" - policy = Policy(name="test-policy", description="Test") + policy = Policy( + name="test-policy", + description="Test", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(policy) session.commit() session.refresh(policy) diff --git a/tests/test_user_policies.py b/tests/test_user_policies.py index 5c4e327..0db9367 100644 --- a/tests/test_user_policies.py +++ b/tests/test_user_policies.py @@ -16,10 +16,14 @@ def test_list_user_policies_empty(client, session): assert response.json() == [] -def test_create_user_policy(client, session): +def test_create_user_policy(client, session, tax_benefit_model): """Create a new user-policy association.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy = Policy(name="Test policy", description="A test policy") + policy = Policy( + name="Test policy", + description="A test policy", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(user) session.add(policy) session.commit() @@ -31,7 +35,6 @@ def test_create_user_policy(client, session): json={ "user_id": str(user.id), "policy_id": str(policy.id), - "country_id": "us", "label": "My test policy", }, ) @@ -39,17 +42,20 @@ def test_create_user_policy(client, session): data = response.json() assert data["user_id"] == str(user.id) assert data["policy_id"] == str(policy.id) - assert data["country_id"] == "us" assert data["label"] == "My test policy" assert "id" in data assert "created_at" in data assert "updated_at" in data -def test_create_user_policy_without_label(client, session): +def test_create_user_policy_without_label(client, session, tax_benefit_model): """Create a user-policy association without a label.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy = Policy(name="Test policy", description="A test policy") + policy = Policy( + name="Test policy", + description="A test policy", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(user) session.add(policy) session.commit() @@ -61,7 +67,6 @@ def test_create_user_policy_without_label(client, session): json={ "user_id": str(user.id), "policy_id": str(policy.id), - "country_id": "uk", }, ) assert response.status_code == 200 @@ -79,7 +84,6 @@ def test_create_user_policy_user_not_found(client): json={ "user_id": str(fake_user_id), "policy_id": str(fake_policy_id), - "country_id": "us", }, ) assert response.status_code == 404 @@ -99,17 +103,20 @@ def test_create_user_policy_policy_not_found(client, session): json={ "user_id": str(user.id), "policy_id": str(fake_policy_id), - "country_id": "us", }, ) assert response.status_code == 404 assert response.json()["detail"] == "Policy not found" -def test_create_user_policy_duplicate(client, session): +def test_create_user_policy_duplicate(client, session, tax_benefit_model): """Creating duplicate user-policy association returns 409.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy = Policy(name="Test policy", description="A test policy") + policy = Policy( + name="Test policy", + description="A test policy", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(user) session.add(policy) session.commit() @@ -120,7 +127,6 @@ def test_create_user_policy_duplicate(client, session): user_policy = UserPolicy( user_id=user.id, policy_id=policy.id, - country_id="us", ) session.add(user_policy) session.commit() @@ -131,18 +137,25 @@ def test_create_user_policy_duplicate(client, session): json={ "user_id": str(user.id), "policy_id": str(policy.id), - "country_id": "us", }, ) assert response.status_code == 409 assert "already has an association" in response.json()["detail"] -def test_list_user_policies_with_data(client, session): +def test_list_user_policies_with_data(client, session, tax_benefit_model, uk_tax_benefit_model): """List user policies returns all associations for a user.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy1 = Policy(name="Policy 1", description="First policy") - policy2 = Policy(name="Policy 2", description="Second policy") + policy1 = Policy( + name="Policy 1", + description="First policy", + tax_benefit_model_id=tax_benefit_model.id, + ) + policy2 = Policy( + name="Policy 2", + description="Second policy", + tax_benefit_model_id=uk_tax_benefit_model.id, + ) session.add(user) session.add(policy1) session.add(policy2) @@ -154,13 +167,11 @@ def test_list_user_policies_with_data(client, session): user_policy1 = UserPolicy( user_id=user.id, policy_id=policy1.id, - country_id="us", label="US policy", ) user_policy2 = UserPolicy( user_id=user.id, policy_id=policy2.id, - country_id="uk", label="UK policy", ) session.add(user_policy1) @@ -173,11 +184,21 @@ def test_list_user_policies_with_data(client, session): assert len(data) == 2 -def test_list_user_policies_filter_by_country(client, session): - """List user policies with country filter.""" +def test_list_user_policies_filter_by_tax_benefit_model( + client, session, tax_benefit_model, uk_tax_benefit_model +): + """List user policies filtered by tax_benefit_model_id via Policy join.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy1 = Policy(name="Policy 1", description="First policy") - policy2 = Policy(name="Policy 2", description="Second policy") + policy1 = Policy( + name="Policy 1", + description="First policy", + tax_benefit_model_id=tax_benefit_model.id, + ) + policy2 = Policy( + name="Policy 2", + description="Second policy", + tax_benefit_model_id=uk_tax_benefit_model.id, + ) session.add(user) session.add(policy1) session.add(policy2) @@ -189,28 +210,32 @@ def test_list_user_policies_filter_by_country(client, session): user_policy1 = UserPolicy( user_id=user.id, policy_id=policy1.id, - country_id="us", ) user_policy2 = UserPolicy( user_id=user.id, policy_id=policy2.id, - country_id="uk", ) session.add(user_policy1) session.add(user_policy2) session.commit() - response = client.get(f"/user-policies?user_id={user.id}&country_id=us") + response = client.get( + f"/user-policies?user_id={user.id}&tax_benefit_model_id={tax_benefit_model.id}" + ) assert response.status_code == 200 data = response.json() assert len(data) == 1 - assert data[0]["country_id"] == "us" + assert data[0]["policy_id"] == str(policy1.id) -def test_get_user_policy(client, session): +def test_get_user_policy(client, session, tax_benefit_model): """Get a specific user-policy association by ID.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy = Policy(name="Test policy", description="A test policy") + policy = Policy( + name="Test policy", + description="A test policy", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(user) session.add(policy) session.commit() @@ -220,7 +245,6 @@ def test_get_user_policy(client, session): user_policy = UserPolicy( user_id=user.id, policy_id=policy.id, - country_id="us", label="My policy", ) session.add(user_policy) @@ -242,10 +266,14 @@ def test_get_user_policy_not_found(client): assert response.json()["detail"] == "User-policy association not found" -def test_update_user_policy(client, session): +def test_update_user_policy(client, session, tax_benefit_model): """Update a user-policy association label.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy = Policy(name="Test policy", description="A test policy") + policy = Policy( + name="Test policy", + description="A test policy", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(user) session.add(policy) session.commit() @@ -255,7 +283,6 @@ def test_update_user_policy(client, session): user_policy = UserPolicy( user_id=user.id, policy_id=policy.id, - country_id="us", label="Old label", ) session.add(user_policy) @@ -282,10 +309,14 @@ def test_update_user_policy_not_found(client): assert response.json()["detail"] == "User-policy association not found" -def test_delete_user_policy(client, session): +def test_delete_user_policy(client, session, tax_benefit_model): """Delete a user-policy association.""" user = User(first_name="Test", last_name="User", email="test@example.com") - policy = Policy(name="Test policy", description="A test policy") + policy = Policy( + name="Test policy", + description="A test policy", + tax_benefit_model_id=tax_benefit_model.id, + ) session.add(user) session.add(policy) session.commit() @@ -295,7 +326,6 @@ def test_delete_user_policy(client, session): user_policy = UserPolicy( user_id=user.id, policy_id=policy.id, - country_id="us", ) session.add(user_policy) session.commit() From da3a8ad48bf94be75e964820203f0f37b99cbfa6 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Tue, 3 Feb 2026 00:37:15 -0800 Subject: [PATCH 03/15] feat: Add base schema migration and allow duplicate user-policy saves --- src/policyengine_api/api/user_policies.py | 18 +- .../migrations/20241115000000_base_schema.sql | 273 ++++++++++++++++++ 2 files changed, 276 insertions(+), 15 deletions(-) create mode 100644 supabase/migrations/20241115000000_base_schema.sql diff --git a/src/policyengine_api/api/user_policies.py b/src/policyengine_api/api/user_policies.py index 7898f15..3ac2786 100644 --- a/src/policyengine_api/api/user_policies.py +++ b/src/policyengine_api/api/user_policies.py @@ -32,7 +32,8 @@ def create_user_policy( """Create a new user-policy association. Associates a user with a policy, allowing them to save it to their list. - A user can only have one association per policy (duplicates are rejected). + Duplicates are allowed - users can save the same policy multiple times + with different labels (matching FE localStorage behavior). """ # Validate user exists user = session.get(User, user_policy.user_id) @@ -44,20 +45,7 @@ def create_user_policy( if not policy: raise HTTPException(status_code=404, detail="Policy not found") - # Check for duplicate (same user_id + policy_id) - existing = session.exec( - select(UserPolicy).where( - UserPolicy.user_id == user_policy.user_id, - UserPolicy.policy_id == user_policy.policy_id, - ) - ).first() - if existing: - raise HTTPException( - status_code=409, - detail="User already has an association with this policy", - ) - - # Create the association + # Create the association (duplicates allowed) db_user_policy = UserPolicy.model_validate(user_policy) session.add(db_user_policy) session.commit() diff --git a/supabase/migrations/20241115000000_base_schema.sql b/supabase/migrations/20241115000000_base_schema.sql new file mode 100644 index 0000000..1b1a0ce --- /dev/null +++ b/supabase/migrations/20241115000000_base_schema.sql @@ -0,0 +1,273 @@ +-- Base schema for PolicyEngine API v2 +-- This migration creates all tables required by SQLModel definitions + +-- ============================================================================ +-- ENUM TYPES +-- ============================================================================ + +CREATE TYPE householdjobstatus AS ENUM ('pending', 'running', 'completed', 'failed'); +CREATE TYPE simulationstatus AS ENUM ('pending', 'running', 'completed', 'failed'); +CREATE TYPE reportstatus AS ENUM ('pending', 'running', 'completed', 'failed'); +CREATE TYPE aggregatetype AS ENUM ('sum', 'mean', 'count'); +CREATE TYPE aggregatestatus AS ENUM ('pending', 'running', 'completed', 'failed'); +CREATE TYPE changeaggregatetype AS ENUM ('sum', 'mean', 'count'); +CREATE TYPE changeaggregatestatus AS ENUM ('pending', 'running', 'completed', 'failed'); + +-- ============================================================================ +-- TABLES (in dependency order - parents before children) +-- ============================================================================ + +-- Independent tables (no foreign keys) + +CREATE TABLE dynamics ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + description VARCHAR, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE tax_benefit_models ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + description VARCHAR, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE users ( + id UUID PRIMARY KEY, + first_name VARCHAR NOT NULL, + last_name VARCHAR NOT NULL, + email VARCHAR NOT NULL, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE UNIQUE INDEX ix_users_email ON users (email); + +-- Tables with single foreign key dependency + +CREATE TABLE datasets ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + description VARCHAR, + filepath VARCHAR NOT NULL, + year INTEGER NOT NULL, + is_output_dataset BOOLEAN NOT NULL, + tax_benefit_model_id UUID NOT NULL REFERENCES tax_benefit_models(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE policies ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + description VARCHAR, + tax_benefit_model_id UUID NOT NULL REFERENCES tax_benefit_models(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE INDEX ix_policies_tax_benefit_model_id ON policies (tax_benefit_model_id); + +CREATE TABLE tax_benefit_model_versions ( + id UUID PRIMARY KEY, + model_id UUID NOT NULL REFERENCES tax_benefit_models(id), + version VARCHAR NOT NULL, + description VARCHAR, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +-- Tables with multiple foreign key dependencies + +CREATE TABLE dataset_versions ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + description VARCHAR NOT NULL, + dataset_id UUID NOT NULL REFERENCES datasets(id), + tax_benefit_model_id UUID NOT NULL REFERENCES tax_benefit_models(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE household_jobs ( + id UUID PRIMARY KEY, + tax_benefit_model_name VARCHAR NOT NULL, + request_data JSON, + policy_id UUID REFERENCES policies(id), + dynamic_id UUID REFERENCES dynamics(id), + status householdjobstatus NOT NULL, + error_message VARCHAR, + result JSON, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + started_at TIMESTAMP WITHOUT TIME ZONE, + completed_at TIMESTAMP WITHOUT TIME ZONE +); + +CREATE TABLE parameters ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + label VARCHAR, + description VARCHAR, + data_type VARCHAR, + unit VARCHAR, + tax_benefit_model_version_id UUID NOT NULL REFERENCES tax_benefit_model_versions(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE simulations ( + id UUID PRIMARY KEY, + dataset_id UUID NOT NULL REFERENCES datasets(id), + policy_id UUID REFERENCES policies(id), + dynamic_id UUID REFERENCES dynamics(id), + tax_benefit_model_version_id UUID NOT NULL REFERENCES tax_benefit_model_versions(id), + output_dataset_id UUID REFERENCES datasets(id), + status simulationstatus NOT NULL, + error_message VARCHAR, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + started_at TIMESTAMP WITHOUT TIME ZONE, + completed_at TIMESTAMP WITHOUT TIME ZONE +); + +CREATE TABLE user_policies ( + id UUID PRIMARY KEY, + user_id UUID NOT NULL REFERENCES users(id), + policy_id UUID NOT NULL REFERENCES policies(id), + label VARCHAR, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, + updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE INDEX ix_user_policies_user_id ON user_policies (user_id); +CREATE INDEX ix_user_policies_policy_id ON user_policies (policy_id); + +CREATE TABLE variables ( + id UUID PRIMARY KEY, + name VARCHAR NOT NULL, + entity VARCHAR NOT NULL, + description VARCHAR, + data_type VARCHAR, + possible_values JSON, + tax_benefit_model_version_id UUID NOT NULL REFERENCES tax_benefit_model_versions(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE parameter_values ( + id UUID PRIMARY KEY, + parameter_id UUID NOT NULL REFERENCES parameters(id), + value_json JSON, + start_date TIMESTAMP WITHOUT TIME ZONE NOT NULL, + end_date TIMESTAMP WITHOUT TIME ZONE, + policy_id UUID REFERENCES policies(id), + dynamic_id UUID REFERENCES dynamics(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE reports ( + id UUID PRIMARY KEY, + label VARCHAR NOT NULL, + description VARCHAR, + user_id UUID REFERENCES users(id), + markdown TEXT, + parent_report_id UUID REFERENCES reports(id), + status reportstatus NOT NULL, + error_message VARCHAR, + baseline_simulation_id UUID REFERENCES simulations(id), + reform_simulation_id UUID REFERENCES simulations(id), + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE aggregates ( + id UUID PRIMARY KEY, + simulation_id UUID NOT NULL REFERENCES simulations(id), + user_id UUID REFERENCES users(id), + report_id UUID REFERENCES reports(id), + variable VARCHAR NOT NULL, + aggregate_type aggregatetype NOT NULL, + entity VARCHAR, + filter_config JSON, + status aggregatestatus NOT NULL, + error_message VARCHAR, + result FLOAT, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE change_aggregates ( + id UUID PRIMARY KEY, + baseline_simulation_id UUID NOT NULL REFERENCES simulations(id), + reform_simulation_id UUID NOT NULL REFERENCES simulations(id), + user_id UUID REFERENCES users(id), + report_id UUID REFERENCES reports(id), + variable VARCHAR NOT NULL, + aggregate_type changeaggregatetype NOT NULL, + entity VARCHAR, + filter_config JSON, + change_geq FLOAT, + change_leq FLOAT, + status changeaggregatestatus NOT NULL, + error_message VARCHAR, + result FLOAT, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE decile_impacts ( + id UUID PRIMARY KEY, + baseline_simulation_id UUID NOT NULL REFERENCES simulations(id), + reform_simulation_id UUID NOT NULL REFERENCES simulations(id), + report_id UUID REFERENCES reports(id), + income_variable VARCHAR NOT NULL, + entity VARCHAR, + decile INTEGER NOT NULL, + quantiles INTEGER NOT NULL, + baseline_mean FLOAT, + reform_mean FLOAT, + absolute_change FLOAT, + relative_change FLOAT, + count_better_off FLOAT, + count_worse_off FLOAT, + count_no_change FLOAT, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE inequality ( + id UUID PRIMARY KEY, + simulation_id UUID NOT NULL REFERENCES simulations(id), + report_id UUID REFERENCES reports(id), + income_variable VARCHAR NOT NULL, + entity VARCHAR NOT NULL, + gini FLOAT, + top_10_share FLOAT, + top_1_share FLOAT, + bottom_50_share FLOAT, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE poverty ( + id UUID PRIMARY KEY, + simulation_id UUID NOT NULL REFERENCES simulations(id), + report_id UUID REFERENCES reports(id), + poverty_type VARCHAR NOT NULL, + entity VARCHAR NOT NULL, + filter_variable VARCHAR, + headcount FLOAT, + total_population FLOAT, + rate FLOAT, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); + +CREATE TABLE program_statistics ( + id UUID PRIMARY KEY, + baseline_simulation_id UUID NOT NULL REFERENCES simulations(id), + reform_simulation_id UUID NOT NULL REFERENCES simulations(id), + report_id UUID REFERENCES reports(id), + program_name VARCHAR NOT NULL, + entity VARCHAR NOT NULL, + is_tax BOOLEAN NOT NULL, + baseline_total FLOAT, + reform_total FLOAT, + change FLOAT, + baseline_count FLOAT, + reform_count FLOAT, + winners FLOAT, + losers FLOAT, + created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL +); From 47d13f11012d7aeda890ea4eec82fa8a9ebfd3c8 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Tue, 3 Feb 2026 11:10:46 -0800 Subject: [PATCH 04/15] fix: Update tests for tax_benefit_model_id and duplicate policy behavior --- test_fixtures/fixtures_parameters.py | 10 ++++++++-- tests/conftest.py | 2 -- tests/test_parameters.py | 4 ++-- tests/test_policies.py | 2 +- tests/test_user_policies.py | 17 +++++++++++------ 5 files changed, 22 insertions(+), 13 deletions(-) diff --git a/test_fixtures/fixtures_parameters.py b/test_fixtures/fixtures_parameters.py index ff69b0e..0df134c 100644 --- a/test_fixtures/fixtures_parameters.py +++ b/test_fixtures/fixtures_parameters.py @@ -54,9 +54,15 @@ def create_parameter(session, model_version, name: str, label: str) -> Parameter return param -def create_policy(session, name: str, description: str = "A test policy") -> Policy: +def create_policy( + session, name: str, model_version, description: str = "A test policy" +) -> Policy: """Create and persist a Policy.""" - policy = Policy(name=name, description=description) + policy = Policy( + name=name, + description=description, + tax_benefit_model_id=model_version.model_id, + ) session.add(policy) session.commit() session.refresh(policy) diff --git a/tests/conftest.py b/tests/conftest.py index fe5c04a..77c29ec 100644 --- a/tests/conftest.py +++ b/tests/conftest.py @@ -1,7 +1,5 @@ """Pytest fixtures for tests.""" -from uuid import uuid4 - import pytest from fastapi.testclient import TestClient from fastapi_cache import FastAPICache diff --git a/tests/test_parameters.py b/tests/test_parameters.py index f95016b..50bb213 100644 --- a/tests/test_parameters.py +++ b/tests/test_parameters.py @@ -107,7 +107,7 @@ def test__given_policy_id_filter__then_returns_only_matching_values( """GET /parameter-values?policy_id=X returns only values for that policy.""" # Given param = create_parameter(session, model_version, "test.param", "Test Param") - policy = create_policy(session, "Test Policy") + policy = create_policy(session, "Test Policy", model_version) create_parameter_value(session, param.id, 100, policy_id=None) # baseline create_parameter_value(session, param.id, 150, policy_id=policy.id) # reform @@ -135,7 +135,7 @@ def test__given_both_parameter_and_policy_filters__then_returns_matching_interse param2 = create_parameter( session, model_version, "test.both.param2", "Test Both Param 2" ) - policy = create_policy(session, "Test Both Policy") + policy = create_policy(session, "Test Both Policy", model_version) create_parameter_value(session, param1.id, 100, policy_id=None) # baseline create_parameter_value(session, param1.id, 150, policy_id=policy.id) # target diff --git a/tests/test_policies.py b/tests/test_policies.py index 9c85f96..b4ac25f 100644 --- a/tests/test_policies.py +++ b/tests/test_policies.py @@ -2,7 +2,7 @@ from uuid import uuid4 -from policyengine_api.models import Policy, TaxBenefitModel +from policyengine_api.models import Policy def test_list_policies_empty(client): diff --git a/tests/test_user_policies.py b/tests/test_user_policies.py index 0db9367..f4d1910 100644 --- a/tests/test_user_policies.py +++ b/tests/test_user_policies.py @@ -109,8 +109,8 @@ def test_create_user_policy_policy_not_found(client, session): assert response.json()["detail"] == "Policy not found" -def test_create_user_policy_duplicate(client, session, tax_benefit_model): - """Creating duplicate user-policy association returns 409.""" +def test_create_user_policy_duplicate_allowed(client, session, tax_benefit_model): + """Creating duplicate user-policy association is allowed (matches FE localStorage behavior).""" user = User(first_name="Test", last_name="User", email="test@example.com") policy = Policy( name="Test policy", @@ -131,7 +131,7 @@ def test_create_user_policy_duplicate(client, session, tax_benefit_model): session.add(user_policy) session.commit() - # Try to create duplicate + # Create duplicate - should succeed with a new ID response = client.post( "/user-policies", json={ @@ -139,11 +139,16 @@ def test_create_user_policy_duplicate(client, session, tax_benefit_model): "policy_id": str(policy.id), }, ) - assert response.status_code == 409 - assert "already has an association" in response.json()["detail"] + assert response.status_code == 200 + data = response.json() + assert data["id"] != str(user_policy.id) # New association created + assert data["user_id"] == str(user.id) + assert data["policy_id"] == str(policy.id) -def test_list_user_policies_with_data(client, session, tax_benefit_model, uk_tax_benefit_model): +def test_list_user_policies_with_data( + client, session, tax_benefit_model, uk_tax_benefit_model +): """List user policies returns all associations for a user.""" user = User(first_name="Test", last_name="User", email="test@example.com") policy1 = Policy( From 2cba7b1a661590f2c9ee4b408d85570b6c1d75bb Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Thu, 5 Feb 2026 23:47:38 -0800 Subject: [PATCH 05/15] feat: Add Alembic migration infrastructure --- .../versions/20260204_0001_initial_schema.py | 538 ++++++++++++++++++ ...20260205_c7254ea1c129_add_user_policies.py | 82 +++ .../migrations/20241115000000_base_schema.sql | 273 --------- uv.lock | 2 +- 4 files changed, 621 insertions(+), 274 deletions(-) create mode 100644 alembic/versions/20260204_0001_initial_schema.py create mode 100644 alembic/versions/20260205_c7254ea1c129_add_user_policies.py delete mode 100644 supabase/migrations/20241115000000_base_schema.sql diff --git a/alembic/versions/20260204_0001_initial_schema.py b/alembic/versions/20260204_0001_initial_schema.py new file mode 100644 index 0000000..f488734 --- /dev/null +++ b/alembic/versions/20260204_0001_initial_schema.py @@ -0,0 +1,538 @@ +"""Initial schema (main branch state) + +Revision ID: 0001_initial +Revises: +Create Date: 2026-02-04 + +This migration creates all base tables for the PolicyEngine API as they +exist on the main branch, BEFORE the household CRUD changes. +""" + +from typing import Sequence, Union + +import sqlalchemy as sa + +from alembic import op + +# revision identifiers, used by Alembic. +revision: str = "0001_initial" +down_revision: Union[str, Sequence[str], None] = None +branch_labels: Union[str, Sequence[str], None] = None +depends_on: Union[str, Sequence[str], None] = None + + +def upgrade() -> None: + """Create all tables as they exist on main branch.""" + # ======================================================================== + # TIER 1: Tables with no foreign key dependencies + # ======================================================================== + + # Tax benefit models (e.g., "uk", "us") + op.create_table( + "tax_benefit_models", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + ) + + # Users + op.create_table( + "users", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("first_name", sa.String(), nullable=False), + sa.Column("last_name", sa.String(), nullable=False), + sa.Column("email", sa.String(), nullable=False), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.UniqueConstraint("email"), + ) + op.create_index("ix_users_email", "users", ["email"]) + + # Policies (reform definitions) + op.create_table( + "policies", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.Column( + "updated_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + ) + + # Dynamics (behavioral response definitions) + op.create_table( + "dynamics", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.Column( + "updated_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + ) + + # ======================================================================== + # TIER 2: Tables depending on tier 1 + # ======================================================================== + + # Tax benefit model versions + op.create_table( + "tax_benefit_model_versions", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("model_id", sa.Uuid(), nullable=False), + sa.Column("version", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["model_id"], ["tax_benefit_models.id"]), + ) + + # Datasets (h5 files in storage) + op.create_table( + "datasets", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column("filepath", sa.String(), nullable=False), + sa.Column("year", sa.Integer(), nullable=False), + sa.Column("is_output_dataset", sa.Boolean(), nullable=False, default=False), + sa.Column("tax_benefit_model_id", sa.Uuid(), nullable=False), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.Column( + "updated_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["tax_benefit_model_id"], ["tax_benefit_models.id"]), + ) + + # ======================================================================== + # TIER 3: Tables depending on tier 2 + # ======================================================================== + + # Parameters (tax-benefit system parameters) + op.create_table( + "parameters", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("label", sa.String(), nullable=True), + sa.Column("description", sa.String(), nullable=True), + sa.Column("data_type", sa.String(), nullable=True), + sa.Column("unit", sa.String(), nullable=True), + sa.Column("tax_benefit_model_version_id", sa.Uuid(), nullable=False), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint( + ["tax_benefit_model_version_id"], ["tax_benefit_model_versions.id"] + ), + ) + + # Variables (tax-benefit system variables) + op.create_table( + "variables", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column("data_type", sa.String(), nullable=True), + sa.Column("possible_values", sa.JSON(), nullable=True), + sa.Column("tax_benefit_model_version_id", sa.Uuid(), nullable=False), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint( + ["tax_benefit_model_version_id"], ["tax_benefit_model_versions.id"] + ), + ) + + # Dataset versions + op.create_table( + "dataset_versions", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("name", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=False), + sa.Column("dataset_id", sa.Uuid(), nullable=False), + sa.Column("tax_benefit_model_id", sa.Uuid(), nullable=False), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["dataset_id"], ["datasets.id"]), + sa.ForeignKeyConstraint(["tax_benefit_model_id"], ["tax_benefit_models.id"]), + ) + + # ======================================================================== + # TIER 4: Tables depending on tier 3 + # ======================================================================== + + # Parameter values (policy/dynamic parameter modifications) + op.create_table( + "parameter_values", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("parameter_id", sa.Uuid(), nullable=False), + sa.Column("value_json", sa.JSON(), nullable=True), + sa.Column("start_date", sa.DateTime(timezone=True), nullable=False), + sa.Column("end_date", sa.DateTime(timezone=True), nullable=True), + sa.Column("policy_id", sa.Uuid(), nullable=True), + sa.Column("dynamic_id", sa.Uuid(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["parameter_id"], ["parameters.id"]), + sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), + sa.ForeignKeyConstraint(["dynamic_id"], ["dynamics.id"]), + ) + + # Simulations (economy calculations) - NOTE: No household support yet + op.create_table( + "simulations", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("dataset_id", sa.Uuid(), nullable=False), # Required in main + sa.Column("policy_id", sa.Uuid(), nullable=True), + sa.Column("dynamic_id", sa.Uuid(), nullable=True), + sa.Column("tax_benefit_model_version_id", sa.Uuid(), nullable=False), + sa.Column("output_dataset_id", sa.Uuid(), nullable=True), + sa.Column("status", sa.String(), nullable=False, default="pending"), + sa.Column("error_message", sa.String(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.Column( + "updated_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.Column("started_at", sa.DateTime(timezone=True), nullable=True), + sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["dataset_id"], ["datasets.id"]), + sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), + sa.ForeignKeyConstraint(["dynamic_id"], ["dynamics.id"]), + sa.ForeignKeyConstraint( + ["tax_benefit_model_version_id"], ["tax_benefit_model_versions.id"] + ), + sa.ForeignKeyConstraint(["output_dataset_id"], ["datasets.id"]), + ) + + # Household jobs (async household calculations) - legacy approach + op.create_table( + "household_jobs", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("tax_benefit_model_name", sa.String(), nullable=False), + sa.Column("request_data", sa.JSON(), nullable=False), + sa.Column("policy_id", sa.Uuid(), nullable=True), + sa.Column("dynamic_id", sa.Uuid(), nullable=True), + sa.Column("status", sa.String(), nullable=False, default="pending"), + sa.Column("error_message", sa.String(), nullable=True), + sa.Column("result", sa.JSON(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.Column("started_at", sa.DateTime(timezone=True), nullable=True), + sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), + sa.ForeignKeyConstraint(["dynamic_id"], ["dynamics.id"]), + ) + + # ======================================================================== + # TIER 5: Tables depending on simulations + # ======================================================================== + + # Reports (analysis reports) - NOTE: No report_type yet + op.create_table( + "reports", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("label", sa.String(), nullable=False), + sa.Column("description", sa.String(), nullable=True), + sa.Column("user_id", sa.Uuid(), nullable=True), + sa.Column("markdown", sa.Text(), nullable=True), + sa.Column("parent_report_id", sa.Uuid(), nullable=True), + sa.Column("status", sa.String(), nullable=False, default="pending"), + sa.Column("error_message", sa.String(), nullable=True), + sa.Column("baseline_simulation_id", sa.Uuid(), nullable=True), + sa.Column("reform_simulation_id", sa.Uuid(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["user_id"], ["users.id"]), + sa.ForeignKeyConstraint(["parent_report_id"], ["reports.id"]), + sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), + ) + + # Aggregates (single-simulation aggregate outputs) + op.create_table( + "aggregates", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("simulation_id", sa.Uuid(), nullable=False), + sa.Column("user_id", sa.Uuid(), nullable=True), + sa.Column("report_id", sa.Uuid(), nullable=True), + sa.Column("variable", sa.String(), nullable=False), + sa.Column("aggregate_type", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=True), + sa.Column("filter_config", sa.JSON(), nullable=False, default={}), + sa.Column("status", sa.String(), nullable=False, default="pending"), + sa.Column("error_message", sa.String(), nullable=True), + sa.Column("result", sa.Float(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["user_id"], ["users.id"]), + sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), + ) + + # Change aggregates (baseline vs reform comparison) + op.create_table( + "change_aggregates", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("baseline_simulation_id", sa.Uuid(), nullable=False), + sa.Column("reform_simulation_id", sa.Uuid(), nullable=False), + sa.Column("user_id", sa.Uuid(), nullable=True), + sa.Column("report_id", sa.Uuid(), nullable=True), + sa.Column("variable", sa.String(), nullable=False), + sa.Column("aggregate_type", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=True), + sa.Column("filter_config", sa.JSON(), nullable=False, default={}), + sa.Column("change_geq", sa.Float(), nullable=True), + sa.Column("change_leq", sa.Float(), nullable=True), + sa.Column("status", sa.String(), nullable=False, default="pending"), + sa.Column("error_message", sa.String(), nullable=True), + sa.Column("result", sa.Float(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["user_id"], ["users.id"]), + sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), + ) + + # Decile impacts + op.create_table( + "decile_impacts", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("baseline_simulation_id", sa.Uuid(), nullable=False), + sa.Column("reform_simulation_id", sa.Uuid(), nullable=False), + sa.Column("report_id", sa.Uuid(), nullable=True), + sa.Column("income_variable", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=True), + sa.Column("decile", sa.Integer(), nullable=False), + sa.Column("quantiles", sa.Integer(), nullable=False, default=10), + sa.Column("baseline_mean", sa.Float(), nullable=True), + sa.Column("reform_mean", sa.Float(), nullable=True), + sa.Column("absolute_change", sa.Float(), nullable=True), + sa.Column("relative_change", sa.Float(), nullable=True), + sa.Column("count_better_off", sa.Float(), nullable=True), + sa.Column("count_worse_off", sa.Float(), nullable=True), + sa.Column("count_no_change", sa.Float(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), + ) + + # Program statistics + op.create_table( + "program_statistics", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("baseline_simulation_id", sa.Uuid(), nullable=False), + sa.Column("reform_simulation_id", sa.Uuid(), nullable=False), + sa.Column("report_id", sa.Uuid(), nullable=True), + sa.Column("program_name", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=False), + sa.Column("is_tax", sa.Boolean(), nullable=False, default=False), + sa.Column("baseline_total", sa.Float(), nullable=True), + sa.Column("reform_total", sa.Float(), nullable=True), + sa.Column("change", sa.Float(), nullable=True), + sa.Column("baseline_count", sa.Float(), nullable=True), + sa.Column("reform_count", sa.Float(), nullable=True), + sa.Column("winners", sa.Float(), nullable=True), + sa.Column("losers", sa.Float(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), + sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), + ) + + # Poverty + op.create_table( + "poverty", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("simulation_id", sa.Uuid(), nullable=False), + sa.Column("report_id", sa.Uuid(), nullable=True), + sa.Column("poverty_type", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=False, default="person"), + sa.Column("filter_variable", sa.String(), nullable=True), + sa.Column("headcount", sa.Float(), nullable=True), + sa.Column("total_population", sa.Float(), nullable=True), + sa.Column("rate", sa.Float(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint( + ["simulation_id"], ["simulations.id"], ondelete="CASCADE" + ), + sa.ForeignKeyConstraint(["report_id"], ["reports.id"], ondelete="CASCADE"), + ) + op.create_index("idx_poverty_simulation_id", "poverty", ["simulation_id"]) + op.create_index("idx_poverty_report_id", "poverty", ["report_id"]) + + # Inequality + op.create_table( + "inequality", + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("simulation_id", sa.Uuid(), nullable=False), + sa.Column("report_id", sa.Uuid(), nullable=True), + sa.Column("income_variable", sa.String(), nullable=False), + sa.Column("entity", sa.String(), nullable=False, default="household"), + sa.Column("gini", sa.Float(), nullable=True), + sa.Column("top_10_share", sa.Float(), nullable=True), + sa.Column("top_1_share", sa.Float(), nullable=True), + sa.Column("bottom_50_share", sa.Float(), nullable=True), + sa.Column( + "created_at", + sa.DateTime(timezone=True), + server_default=sa.func.now(), + nullable=False, + ), + sa.PrimaryKeyConstraint("id"), + sa.ForeignKeyConstraint( + ["simulation_id"], ["simulations.id"], ondelete="CASCADE" + ), + sa.ForeignKeyConstraint(["report_id"], ["reports.id"], ondelete="CASCADE"), + ) + op.create_index("idx_inequality_simulation_id", "inequality", ["simulation_id"]) + op.create_index("idx_inequality_report_id", "inequality", ["report_id"]) + + +def downgrade() -> None: + """Drop all tables in reverse order.""" + # Tier 5 + op.drop_index("idx_inequality_report_id", "inequality") + op.drop_index("idx_inequality_simulation_id", "inequality") + op.drop_table("inequality") + op.drop_index("idx_poverty_report_id", "poverty") + op.drop_index("idx_poverty_simulation_id", "poverty") + op.drop_table("poverty") + op.drop_table("program_statistics") + op.drop_table("decile_impacts") + op.drop_table("change_aggregates") + op.drop_table("aggregates") + op.drop_table("reports") + + # Tier 4 + op.drop_table("household_jobs") + op.drop_table("simulations") + op.drop_table("parameter_values") + + # Tier 3 + op.drop_table("dataset_versions") + op.drop_table("variables") + op.drop_table("parameters") + + # Tier 2 + op.drop_table("datasets") + op.drop_table("tax_benefit_model_versions") + + # Tier 1 + op.drop_table("dynamics") + op.drop_table("policies") + op.drop_index("ix_users_email", "users") + op.drop_table("users") + op.drop_table("tax_benefit_models") diff --git a/alembic/versions/20260205_c7254ea1c129_add_user_policies.py b/alembic/versions/20260205_c7254ea1c129_add_user_policies.py new file mode 100644 index 0000000..3e1470d --- /dev/null +++ b/alembic/versions/20260205_c7254ea1c129_add_user_policies.py @@ -0,0 +1,82 @@ +"""add_user_policies + +Revision ID: c7254ea1c129 +Revises: 0001_initial +Create Date: 2026-02-05 23:28:58.822168 + +This migration adds: +1. tax_benefit_model_id foreign key to policies table +2. user_policies table for user-policy associations +""" + +from typing import Sequence, Union + +import sqlalchemy as sa +import sqlmodel.sql.sqltypes + +from alembic import op + +# revision identifiers, used by Alembic. +revision: str = "c7254ea1c129" +down_revision: Union[str, Sequence[str], None] = "0001_initial" +branch_labels: Union[str, Sequence[str], None] = None +depends_on: Union[str, Sequence[str], None] = None + + +def upgrade() -> None: + """Add user_policies table and policy.tax_benefit_model_id.""" + # Add tax_benefit_model_id to policies table + op.add_column( + "policies", sa.Column("tax_benefit_model_id", sa.Uuid(), nullable=False) + ) + op.create_index( + op.f("ix_policies_tax_benefit_model_id"), + "policies", + ["tax_benefit_model_id"], + unique=False, + ) + op.create_foreign_key( + "fk_policies_tax_benefit_model_id", + "policies", + "tax_benefit_models", + ["tax_benefit_model_id"], + ["id"], + ) + + # Create user_policies table + op.create_table( + "user_policies", + sa.Column("user_id", sa.Uuid(), nullable=False), + sa.Column("policy_id", sa.Uuid(), nullable=False), + sa.Column("label", sqlmodel.sql.sqltypes.AutoString(), nullable=True), + sa.Column("id", sa.Uuid(), nullable=False), + sa.Column("created_at", sa.DateTime(), nullable=False), + sa.Column("updated_at", sa.DateTime(), nullable=False), + sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), + sa.ForeignKeyConstraint(["user_id"], ["users.id"]), + sa.PrimaryKeyConstraint("id"), + ) + op.create_index( + op.f("ix_user_policies_policy_id"), + "user_policies", + ["policy_id"], + unique=False, + ) + op.create_index( + op.f("ix_user_policies_user_id"), "user_policies", ["user_id"], unique=False + ) + + +def downgrade() -> None: + """Remove user_policies table and policy.tax_benefit_model_id.""" + # Drop user_policies table + op.drop_index(op.f("ix_user_policies_user_id"), table_name="user_policies") + op.drop_index(op.f("ix_user_policies_policy_id"), table_name="user_policies") + op.drop_table("user_policies") + + # Remove tax_benefit_model_id from policies + op.drop_constraint( + "fk_policies_tax_benefit_model_id", "policies", type_="foreignkey" + ) + op.drop_index(op.f("ix_policies_tax_benefit_model_id"), table_name="policies") + op.drop_column("policies", "tax_benefit_model_id") diff --git a/supabase/migrations/20241115000000_base_schema.sql b/supabase/migrations/20241115000000_base_schema.sql deleted file mode 100644 index 1b1a0ce..0000000 --- a/supabase/migrations/20241115000000_base_schema.sql +++ /dev/null @@ -1,273 +0,0 @@ --- Base schema for PolicyEngine API v2 --- This migration creates all tables required by SQLModel definitions - --- ============================================================================ --- ENUM TYPES --- ============================================================================ - -CREATE TYPE householdjobstatus AS ENUM ('pending', 'running', 'completed', 'failed'); -CREATE TYPE simulationstatus AS ENUM ('pending', 'running', 'completed', 'failed'); -CREATE TYPE reportstatus AS ENUM ('pending', 'running', 'completed', 'failed'); -CREATE TYPE aggregatetype AS ENUM ('sum', 'mean', 'count'); -CREATE TYPE aggregatestatus AS ENUM ('pending', 'running', 'completed', 'failed'); -CREATE TYPE changeaggregatetype AS ENUM ('sum', 'mean', 'count'); -CREATE TYPE changeaggregatestatus AS ENUM ('pending', 'running', 'completed', 'failed'); - --- ============================================================================ --- TABLES (in dependency order - parents before children) --- ============================================================================ - --- Independent tables (no foreign keys) - -CREATE TABLE dynamics ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - description VARCHAR, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE tax_benefit_models ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - description VARCHAR, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE users ( - id UUID PRIMARY KEY, - first_name VARCHAR NOT NULL, - last_name VARCHAR NOT NULL, - email VARCHAR NOT NULL, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE UNIQUE INDEX ix_users_email ON users (email); - --- Tables with single foreign key dependency - -CREATE TABLE datasets ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - description VARCHAR, - filepath VARCHAR NOT NULL, - year INTEGER NOT NULL, - is_output_dataset BOOLEAN NOT NULL, - tax_benefit_model_id UUID NOT NULL REFERENCES tax_benefit_models(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE policies ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - description VARCHAR, - tax_benefit_model_id UUID NOT NULL REFERENCES tax_benefit_models(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE INDEX ix_policies_tax_benefit_model_id ON policies (tax_benefit_model_id); - -CREATE TABLE tax_benefit_model_versions ( - id UUID PRIMARY KEY, - model_id UUID NOT NULL REFERENCES tax_benefit_models(id), - version VARCHAR NOT NULL, - description VARCHAR, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - --- Tables with multiple foreign key dependencies - -CREATE TABLE dataset_versions ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - description VARCHAR NOT NULL, - dataset_id UUID NOT NULL REFERENCES datasets(id), - tax_benefit_model_id UUID NOT NULL REFERENCES tax_benefit_models(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE household_jobs ( - id UUID PRIMARY KEY, - tax_benefit_model_name VARCHAR NOT NULL, - request_data JSON, - policy_id UUID REFERENCES policies(id), - dynamic_id UUID REFERENCES dynamics(id), - status householdjobstatus NOT NULL, - error_message VARCHAR, - result JSON, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - started_at TIMESTAMP WITHOUT TIME ZONE, - completed_at TIMESTAMP WITHOUT TIME ZONE -); - -CREATE TABLE parameters ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - label VARCHAR, - description VARCHAR, - data_type VARCHAR, - unit VARCHAR, - tax_benefit_model_version_id UUID NOT NULL REFERENCES tax_benefit_model_versions(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE simulations ( - id UUID PRIMARY KEY, - dataset_id UUID NOT NULL REFERENCES datasets(id), - policy_id UUID REFERENCES policies(id), - dynamic_id UUID REFERENCES dynamics(id), - tax_benefit_model_version_id UUID NOT NULL REFERENCES tax_benefit_model_versions(id), - output_dataset_id UUID REFERENCES datasets(id), - status simulationstatus NOT NULL, - error_message VARCHAR, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - started_at TIMESTAMP WITHOUT TIME ZONE, - completed_at TIMESTAMP WITHOUT TIME ZONE -); - -CREATE TABLE user_policies ( - id UUID PRIMARY KEY, - user_id UUID NOT NULL REFERENCES users(id), - policy_id UUID NOT NULL REFERENCES policies(id), - label VARCHAR, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL, - updated_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE INDEX ix_user_policies_user_id ON user_policies (user_id); -CREATE INDEX ix_user_policies_policy_id ON user_policies (policy_id); - -CREATE TABLE variables ( - id UUID PRIMARY KEY, - name VARCHAR NOT NULL, - entity VARCHAR NOT NULL, - description VARCHAR, - data_type VARCHAR, - possible_values JSON, - tax_benefit_model_version_id UUID NOT NULL REFERENCES tax_benefit_model_versions(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE parameter_values ( - id UUID PRIMARY KEY, - parameter_id UUID NOT NULL REFERENCES parameters(id), - value_json JSON, - start_date TIMESTAMP WITHOUT TIME ZONE NOT NULL, - end_date TIMESTAMP WITHOUT TIME ZONE, - policy_id UUID REFERENCES policies(id), - dynamic_id UUID REFERENCES dynamics(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE reports ( - id UUID PRIMARY KEY, - label VARCHAR NOT NULL, - description VARCHAR, - user_id UUID REFERENCES users(id), - markdown TEXT, - parent_report_id UUID REFERENCES reports(id), - status reportstatus NOT NULL, - error_message VARCHAR, - baseline_simulation_id UUID REFERENCES simulations(id), - reform_simulation_id UUID REFERENCES simulations(id), - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE aggregates ( - id UUID PRIMARY KEY, - simulation_id UUID NOT NULL REFERENCES simulations(id), - user_id UUID REFERENCES users(id), - report_id UUID REFERENCES reports(id), - variable VARCHAR NOT NULL, - aggregate_type aggregatetype NOT NULL, - entity VARCHAR, - filter_config JSON, - status aggregatestatus NOT NULL, - error_message VARCHAR, - result FLOAT, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE change_aggregates ( - id UUID PRIMARY KEY, - baseline_simulation_id UUID NOT NULL REFERENCES simulations(id), - reform_simulation_id UUID NOT NULL REFERENCES simulations(id), - user_id UUID REFERENCES users(id), - report_id UUID REFERENCES reports(id), - variable VARCHAR NOT NULL, - aggregate_type changeaggregatetype NOT NULL, - entity VARCHAR, - filter_config JSON, - change_geq FLOAT, - change_leq FLOAT, - status changeaggregatestatus NOT NULL, - error_message VARCHAR, - result FLOAT, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE decile_impacts ( - id UUID PRIMARY KEY, - baseline_simulation_id UUID NOT NULL REFERENCES simulations(id), - reform_simulation_id UUID NOT NULL REFERENCES simulations(id), - report_id UUID REFERENCES reports(id), - income_variable VARCHAR NOT NULL, - entity VARCHAR, - decile INTEGER NOT NULL, - quantiles INTEGER NOT NULL, - baseline_mean FLOAT, - reform_mean FLOAT, - absolute_change FLOAT, - relative_change FLOAT, - count_better_off FLOAT, - count_worse_off FLOAT, - count_no_change FLOAT, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE inequality ( - id UUID PRIMARY KEY, - simulation_id UUID NOT NULL REFERENCES simulations(id), - report_id UUID REFERENCES reports(id), - income_variable VARCHAR NOT NULL, - entity VARCHAR NOT NULL, - gini FLOAT, - top_10_share FLOAT, - top_1_share FLOAT, - bottom_50_share FLOAT, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE poverty ( - id UUID PRIMARY KEY, - simulation_id UUID NOT NULL REFERENCES simulations(id), - report_id UUID REFERENCES reports(id), - poverty_type VARCHAR NOT NULL, - entity VARCHAR NOT NULL, - filter_variable VARCHAR, - headcount FLOAT, - total_population FLOAT, - rate FLOAT, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); - -CREATE TABLE program_statistics ( - id UUID PRIMARY KEY, - baseline_simulation_id UUID NOT NULL REFERENCES simulations(id), - reform_simulation_id UUID NOT NULL REFERENCES simulations(id), - report_id UUID REFERENCES reports(id), - program_name VARCHAR NOT NULL, - entity VARCHAR NOT NULL, - is_tax BOOLEAN NOT NULL, - baseline_total FLOAT, - reform_total FLOAT, - change FLOAT, - baseline_count FLOAT, - reform_count FLOAT, - winners FLOAT, - losers FLOAT, - created_at TIMESTAMP WITHOUT TIME ZONE NOT NULL -); diff --git a/uv.lock b/uv.lock index 466caf4..f66f5d0 100644 --- a/uv.lock +++ b/uv.lock @@ -1,5 +1,5 @@ version = 1 -revision = 3 +revision = 2 requires-python = ">=3.13" [[package]] From 74ee3eefdf1b33098ef98f798a2bdceca739563a Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Thu, 5 Feb 2026 23:56:31 -0800 Subject: [PATCH 06/15] chore: Rename migration to 0002 for readability --- .DS_Store | Bin 0 -> 6148 bytes ....py => 20260205_0002_add_user_policies.py} | 6 +- docs/api-v2-alpha-architecture.md | 264 +++++++++++++++++ docs/policy-ingredient-status.md | 271 ++++++++++++++++++ docs/supabase-migration-notes.md | 174 +++++++++++ src/policyengine_api/agent_sandbox.py | 45 +-- src/policyengine_api/api/agent.py | 22 +- src/policyengine_api/api/household.py | 29 +- src/policyengine_api/api/policies.py | 4 +- src/policyengine_api/api/user_policies.py | 10 +- src/policyengine_api/api/variables.py | 4 +- src/policyengine_api/modal_app.py | 8 +- tests/test_agent.py | 1 + tests/test_agent_policy_questions.py | 8 +- tests/test_integration.py | 1 + 15 files changed, 796 insertions(+), 51 deletions(-) create mode 100644 .DS_Store rename alembic/versions/{20260205_c7254ea1c129_add_user_policies.py => 20260205_0002_add_user_policies.py} (96%) create mode 100644 docs/api-v2-alpha-architecture.md create mode 100644 docs/policy-ingredient-status.md create mode 100644 docs/supabase-migration-notes.md diff --git a/.DS_Store b/.DS_Store new file mode 100644 index 0000000000000000000000000000000000000000..4bf6461c4c4dcb4ac126e58927c5525107ec899b GIT binary patch literal 6148 zcmeHKK~BRk5FA4hEr^0RaY4!lsKgJ_QVvLPq2dfQEvS$-C~Xnka_0|xf%kEOS=)ld z1&I?vXjj@D$KLg3C$(JzFrE2eAJ_s=rwZ2AXuc2`7hRAg-?K?Hc8)F%(ZU#mqjbSr zJCp%s;IAW)Yh97wt#I6kRib>hRCtUR>oC-M>}Ot z3y*wCkJ8Ehmcf|@L!s>I0)m5^WFxQ9~ zX9#M9@K^R;rgx4cU_uxxd)4VR=X{swQ~7lQe_^id-(Y6>ra8T@SZ9uL5Fs3uBQ|Wr zl=hqvBRsG*XWTHXz%o>hT=|F$Yb7(LSz%_5dorK8UrhClgqeyrUr^--49JS0)Yl!V zRR)v+W#EGW*&iaRVC=DQXtxd;dj%lY*lmSv`NJSFk;m9$;gBN~<3fop)c7lgapCNb zykG3GaOlEe{N=;=%*NkPjLpvZBkK+mJ5;L-C<9dnmfho)od1X4-~X#Y`lJjf1OJKv zQ|tD+9hT(J)`jBatc|D_R1xtj9NG{Xe;nI}9K}0SD;$fYL5w{X4%tJ|KLVBpHOj!R GGVl%&a?hs# literal 0 HcmV?d00001 diff --git a/alembic/versions/20260205_c7254ea1c129_add_user_policies.py b/alembic/versions/20260205_0002_add_user_policies.py similarity index 96% rename from alembic/versions/20260205_c7254ea1c129_add_user_policies.py rename to alembic/versions/20260205_0002_add_user_policies.py index 3e1470d..b19a6cf 100644 --- a/alembic/versions/20260205_c7254ea1c129_add_user_policies.py +++ b/alembic/versions/20260205_0002_add_user_policies.py @@ -1,8 +1,8 @@ """add_user_policies -Revision ID: c7254ea1c129 +Revision ID: 0002_user_policies Revises: 0001_initial -Create Date: 2026-02-05 23:28:58.822168 +Create Date: 2026-02-05 This migration adds: 1. tax_benefit_model_id foreign key to policies table @@ -17,7 +17,7 @@ from alembic import op # revision identifiers, used by Alembic. -revision: str = "c7254ea1c129" +revision: str = "0002_user_policies" down_revision: Union[str, Sequence[str], None] = "0001_initial" branch_labels: Union[str, Sequence[str], None] = None depends_on: Union[str, Sequence[str], None] = None diff --git a/docs/api-v2-alpha-architecture.md b/docs/api-v2-alpha-architecture.md new file mode 100644 index 0000000..10924db --- /dev/null +++ b/docs/api-v2-alpha-architecture.md @@ -0,0 +1,264 @@ +# policyengine-api-v2-alpha Deep Dive + +## Overview + +A **FastAPI backend** for tax-benefit policy microsimulations using PolicyEngine's UK and US models. It's designed as a thin orchestration layer that offloads heavy calculations to **Modal.com** serverless functions. + +--- + +## Architecture + +### Three-Level Hierarchy +``` +Level 2: Reports AI-generated analysis documents +Level 1: Analyses Comparisons (economy_comparison_*) +Level 0: Simulations Single calculations (simulate_household_*, simulate_economy_*) +``` + +### Request Flow +1. Client → FastAPI (Cloud Run) +2. API creates job record in **Supabase** and triggers **Modal.com** function +3. Modal runs calculation with pre-loaded PolicyEngine models (sub-1s cold start via memory snapshotting) +4. Modal writes results directly to Supabase +5. Client polls API until `status = "completed"` + +--- + +## Tech Stack + +| Component | Technology | +|-----------|------------| +| Framework | FastAPI + async | +| Database | Supabase (PostgreSQL) via SQLModel | +| Compute | Modal.com serverless | +| Storage | Supabase Storage (S3-compatible for .h5 datasets) | +| Package mgr | UV | +| Formatting | Ruff | +| Testing | Pytest + pytest-asyncio | +| Deployment | Terraform → GCP Cloud Run | +| Observability | Logfire (OpenTelemetry) | + +--- + +## Database Models (SQLModel) + +### Core Entities + +| Model | Purpose | Key Fields | +|-------|---------|------------| +| `TaxBenefitModel` | Country identifier | `name` ("uk"/"us") | +| `TaxBenefitModelVersion` | Version of model | `version`, FK to model | +| `Dataset` | Population microdata (.h5) | `filepath` (S3), `year` | +| `DatasetVersion` | Dataset versions | FK to dataset + model | +| `User` | Basic user info | `email`, `first_name`, `last_name` | + +### Policy System (Normalized) + +| Model | Purpose | Key Fields | +|-------|---------|------------| +| `Policy` | Policy reform definition | `name`, `description`, `simulation_modifier` (Python code) | +| `Parameter` | Tax/benefit parameter metadata | `name` (path), `label`, `data_type`, FK to model version | +| `ParameterValue` | Parameter values (baseline OR reform) | `value_json`, `start_date`, `policy_id` (NULL=baseline) | +| `Variable` | Model variables metadata | `name`, `entity`, `data_type`, `possible_values` | +| `Dynamic` | Behavioral response config | Similar to Policy | + +### Simulation & Results + +| Model | Purpose | Key Fields | +|-------|---------|------------| +| `Simulation` | Economy simulation instance | FK to dataset, policy, dynamic; `status` | +| `HouseholdJob` | Single household calculation | `request_data` (JSON), `result` (JSON), `status` | +| `Report` | Analysis report | FK to baseline_sim, reform_sim; `status`, `markdown` | +| `DecileImpact` | Income impacts by decile | FK to baseline/reform sims; `absolute_change`, `relative_change` | +| `ProgramStatistics` | Budget impacts by program | `baseline_total`, `reform_total`, `change` | +| `Poverty` | Poverty rate outputs | `poverty_type`, `headcount`, `rate` | +| `Inequality` | Inequality metrics | `gini`, `top_10_share`, `bottom_50_share` | +| `AggregateOutput` | Custom aggregations | `variable`, `aggregate_type`, `filter_config` | +| `ChangeAggregate` | Change aggregations | baseline vs reform comparison | + +--- + +## API Endpoints + +### Registered Routers (`api/__init__.py`) +``` +/datasets - Dataset CRUD + listing +/policies - Policy CRUD (POST, GET, LIST - no PATCH/DELETE) +/simulations - Simulation management +/parameters - Parameter metadata +/parameter-values - Parameter value CRUD +/variables - Variable metadata +/dynamics - Behavioral response configs +/tax-benefit-models - Model listing +/tax-benefit-model-versions - Version listing +/outputs - Result outputs +/change-aggregates - Comparison aggregates +/household/* - Household calculations (async) +/analysis/* - Economy-wide analysis (async) +/agent/* - AI agent endpoint (Claude Code) +``` + +### Key Endpoint Patterns + +**Async Pattern** (household, analysis): +``` +POST /household/calculate → {"job_id": "...", "status": "pending"} +GET /household/calculate/{job_id} → poll until status="completed" +``` + +**CRUD Pattern** (policies, datasets): +``` +POST /policies - Create +GET /policies - List all +GET /policies/{id} - Get by ID +(PATCH, DELETE - NOT implemented) +``` + +--- + +## Modal.com Functions (`modal_app.py`) + +| Function | Purpose | Resources | +|----------|---------|-----------| +| `simulate_household_uk` | UK household calc | 4GB RAM, 4 CPU | +| `simulate_household_us` | US household calc | 4GB RAM, 4 CPU | +| `simulate_economy_uk` | UK economy sim | 8GB RAM, 8 CPU | +| `simulate_economy_us` | US economy sim | 8GB RAM, 8 CPU | +| `economy_comparison_uk` | UK decile/budget analysis | 8GB RAM, 8 CPU, 30min timeout | +| `economy_comparison_us` | US decile/budget analysis | 8GB RAM, 8 CPU, 30min timeout | + +### Key Feature: Memory Snapshotting +```python +# UK image - uses run_function to snapshot imported modules in memory +uk_image = base_image.run_commands( + "uv pip install --system policyengine-uk>=2.0.0" +).run_function(_import_uk) # ← pre-loads uk_latest at build time +``` +This enables **sub-1s cold starts** - PolicyEngine models are already loaded in memory. + +--- + +## Database Migrations (`supabase/migrations/`) + +| Migration | Purpose | +|-----------|---------| +| `20241119000000_storage_bucket.sql` | Create datasets S3 bucket | +| `20241121000000_storage_policies.sql` | Storage access policies | +| `20251229000000_add_parameter_values_indexes.sql` | Index optimization | +| `20260103000000_add_poverty_inequality.sql` | Poverty/inequality tables | +| `20260108000000_add_simulation_modifier.sql` | Add `simulation_modifier` to policies | + +**Note**: Tables are auto-created by SQLModel on app startup, not via migrations. Migrations are only for: +- Storage bucket setup +- Adding indexes +- Schema alterations + +--- + +## Agent Endpoint (`/agent/*`) + +An AI-powered policy analysis feature using Claude Code: +- `POST /agent/run` - Start agent with a question +- `GET /agent/logs/{call_id}` - Poll for logs and result +- `GET /agent/status/{call_id}` - Quick status check +- `POST /agent/log/{call_id}` - Modal calls this to stream logs +- `POST /agent/complete/{call_id}` - Modal calls this when done + +Runs in: +- **Production**: Modal sandbox +- **Development**: Local background thread + +--- + +## Configuration (`config/settings.py`) + +Key settings loaded from environment: +- `DATABASE_URL` - Supabase Postgres connection +- `SUPABASE_URL` / `SUPABASE_KEY` - Supabase client +- `POLICYENGINE_API_URL` - Self-reference URL +- `AGENT_USE_MODAL` - True for production, False for local + +--- + +## Key Design Decisions + +1. **Normalized parameter storage** - `parameter_values` table with FKs instead of JSON blobs +2. **Async job pattern** - All heavy calculations return immediately with job_id +3. **Deterministic UUIDs** - Simulations/reports use uuid5 for deduplication +4. **Memory snapshotting** - PolicyEngine models loaded at Modal image build time +5. **SQLModel** - Single source of truth for DB schema and Pydantic validation +6. **simulation_modifier** - Python code injection for custom variable formulas + +--- + +## What's Missing (Gaps) + +| Feature | Status | +|---------|--------| +| `PATCH /policies/{id}` | Not implemented | +| `DELETE /policies/{id}` | Not implemented | +| User-policy associations | Not implemented | +| User-simulation associations | Not implemented | +| Authentication | No endpoints exposed | + +--- + +## File Structure + +``` +src/policyengine_api/ +├── api/ # FastAPI routers +│ ├── __init__.py # Router registration +│ ├── agent.py # AI agent endpoint +│ ├── analysis.py # Economy analysis +│ ├── household.py # Household calculations +│ ├── policies.py # Policy CRUD +│ ├── parameters.py # Parameter metadata +│ ├── parameter_values.py # Parameter values +│ └── ... +├── config/ +│ └── settings.py # Environment config +├── models/ # SQLModel definitions +│ ├── __init__.py # Model exports +│ ├── policy.py +│ ├── parameter.py +│ ├── parameter_value.py +│ ├── simulation.py +│ ├── report.py +│ └── ... +├── services/ +│ ├── database.py # DB session management +│ └── storage.py # Supabase storage client +├── main.py # FastAPI app entry point +└── modal_app.py # Modal serverless functions + +supabase/ +└── migrations/ # SQL migrations (storage, indexes) + +terraform/ # GCP Cloud Run infrastructure + +tests/ # Pytest tests +``` + +--- + +## Development Commands + +```bash +make install # Install dependencies with uv +make dev # Start supabase + api via docker compose +make test # Run unit tests +make integration-test # Full integration tests +make format # Ruff formatting +make lint # Ruff linting with auto-fix +make modal-deploy # Deploy Modal.com serverless functions +make init # Reset tables and storage +make seed # Populate UK/US models with variables, parameters, datasets +``` + +--- + +## Contributors + +- **Nikhil Woodruff** - Initial implementation (Nov 2025) +- **Anthony Volk** - Parameter values filtering and indexing (Dec 2025) diff --git a/docs/policy-ingredient-status.md b/docs/policy-ingredient-status.md new file mode 100644 index 0000000..e9c79a4 --- /dev/null +++ b/docs/policy-ingredient-status.md @@ -0,0 +1,271 @@ +# Policy Ingredient Status in API v2 Alpha + +This document summarizes the current state of the policy ingredient implementation in `policyengine-api-v2-alpha`, compares it to API v1, and outlines gaps and recommendations for migration. + +## Current Implementation + +### Database Tables + +The policy system uses a normalized relational model with two main tables: + +#### `policies` table +| Column | Type | Description | +|--------|------|-------------| +| `id` | UUID | Primary key, auto-generated | +| `name` | str | Policy name (required) | +| `description` | str \| None | Optional description | +| `simulation_modifier` | str \| None | Python code for custom variable formulas | +| `created_at` | datetime | Auto-generated UTC timestamp | +| `updated_at` | datetime | Auto-generated UTC timestamp | + +#### `parameter_values` table +| Column | Type | Description | +|--------|------|-------------| +| `id` | UUID | Primary key | +| `parameter_id` | UUID | FK to `parameters` table | +| `policy_id` | UUID \| None | FK to `policies` (NULL = baseline/current law) | +| `dynamic_id` | UUID \| None | FK to `dynamics` table | +| `value_json` | Any | The actual parameter value (JSON) | +| `start_date` | datetime | Effective start date | +| `end_date` | datetime \| None | Effective end date | +| `created_at` | datetime | Auto-generated | + +**Key design:** `parameter_values` stores BOTH baseline values (`policy_id IS NULL`) AND reform values (`policy_id = `). Each policy is self-contained with its own set of parameter value overrides - this is intentional, not a normalization issue. When running simulations, baseline (NULL) vs reform (policy_id = X) values are compared to compute impacts. + +### Supporting Tables + +#### `parameters` table (metadata) +| Column | Type | Description | +|--------|------|-------------| +| `id` | UUID | Primary key | +| `name` | str | Parameter path (e.g., `gov.irs.ctc.max`) | +| `label` | str \| None | Human-readable label | +| `description` | str \| None | Documentation | +| `data_type` | str \| None | Value type | +| `unit` | str \| None | Unit of measurement | +| `tax_benefit_model_version_id` | UUID | FK to model version | +| `created_at` | datetime | Auto-generated | + +#### `tax_benefit_models` table +| Column | Type | Description | +|--------|------|-------------| +| `id` | UUID | Primary key | +| `name` | str | Country identifier ("uk" or "us") | +| `description` | str \| None | Optional | +| `created_at` | datetime | Auto-generated | + +### API Endpoints + +| Method | Path | Status | Description | +|--------|------|--------|-------------| +| `POST` | `/policies` | ✅ Implemented | Create policy with parameter values | +| `GET` | `/policies` | ✅ Implemented | List all policies | +| `GET` | `/policies/{id}` | ✅ Implemented | Get policy by ID | +| `PATCH` | `/policies/{id}` | ❌ Missing | Update policy | +| `DELETE` | `/policies/{id}` | ❌ Missing | Delete policy | + +### Files + +| File | Purpose | +|------|---------| +| `src/policyengine_api/models/policy.py` | SQLModel definitions | +| `src/policyengine_api/models/parameter_value.py` | Parameter value model | +| `src/policyengine_api/api/policies.py` | Policy router/endpoints | +| `src/policyengine_api/api/parameter_values.py` | Parameter values router | +| `tests/test_policies.py` | Basic CRUD tests | + +### Contributors + +- **Nikhil Woodruff** - Initial implementation (Nov 2025) +- **Anthony Volk** - Added parameter_values filtering and indexing (Dec 2025) + +--- + +## Comparison: API v1 vs API v2 Alpha + +### URL Structure + +| Aspect | API v1 | API v2 Alpha | +|--------|--------|--------------| +| Create | `POST /{country_id}/policy` | `POST /policies` | +| Get | `GET /{country_id}/policy/{id}` | `GET /policies/{id}` | +| List | `GET /{country_id}/policies` | `GET /policies` | + +**Key difference:** v1 has country in URL path; v2 does not. + +### Country Handling + +| API v1 | API v2 Alpha | +|--------|--------------| +| Country in URL path (`/us/policy/123`) | Country determined by `tax_benefit_model_name` in request body | +| `@validate_country` decorator | No explicit country validation on policy endpoints | +| Policy implicitly scoped to country | Policy is country-agnostic; country context from analysis request | + +### Policy Storage + +| API v1 | API v2 Alpha | +|--------|--------------| +| `policy_hash` - hash of JSON blob | `parameter_values` - relational FK to parameters | +| Policy content stored as JSON | Policy content normalized in separate table | +| Embedded values in metadata response | Separate queries for parameter values | + +### Metadata Response (Parameters) + +**API v1 - Embedded values:** +```json +{ + "gov.irs.ctc.max": { + "type": "parameter", + "label": "CTC maximum", + "values": { + "2024-01-01": 2000, + "2023-01-01": 2000, + "2022-01-01": 2000 + } + } +} +``` + +**API v2 Alpha - Normalized:** +``` +-- parameters table +id | name | label +1 | gov.irs.ctc.max | CTC maximum + +-- parameter_values table +id | parameter_id | start_date | value_json | policy_id +1 | 1 | 2024-01-01 | 2000 | NULL (baseline) +2 | 1 | 2024-01-01 | 3000 | +``` + +### User Associations + +| API v1 | API v2 Alpha | +|--------|--------------| +| `user_policies` table exists in code | Not implemented | +| Endpoints NOT exposed (dead code) | No user association tables/endpoints | +| Fields: `user_id`, `reform_id`, `baseline_id`, `year`, `geography`, etc. | N/A | + +--- + +## Pros and Cons + +### API v2 Alpha Advantages + +| Pro | Explanation | +|-----|-------------| +| **Normalized schema** | Easier to query specific parameter changes without parsing JSON | +| **Relational integrity** | FK constraints ensure valid parameter references | +| **Better indexing** | Can index on `parameter_id`, `policy_id`, `start_date` | +| **Audit trail** | Each parameter value has its own `created_at` | +| **Cleaner reform diffs** | Query `WHERE policy_id = X` to see all reform changes | + +### API v2 Alpha Disadvantages + +| Con | Explanation | +|-----|-------------| +| **No country on policy** | Can't filter policies by country at DB level | +| **No user associations** | Must be built from scratch | +| **Missing PATCH/DELETE** | Incomplete CRUD | +| **No label field** | Only `name` + `description`, no user-friendly `label` | +| **More complex queries** | JOIN required to get policy with values | + +### API v1 Advantages + +| Pro | Explanation | +|-----|-------------| +| **Country in URL** | Clear API contract, easy filtering | +| **Simple storage** | Policy is a single JSON blob | +| **User associations designed** | Schema exists (though not exposed) | + +### API v1 Disadvantages + +| Con | Explanation | +|-----|-------------| +| **JSON blob parsing** | Must parse to query specific parameters | +| **No referential integrity** | Policy JSON could reference invalid parameters | +| **Harder to diff** | Must compare two JSON blobs to see changes | + +--- + +## Gaps for Migration + +### Must Have + +1. **User associations table and endpoints** + - `user_policies` table with `user_id`, `policy_id`, `label`, `created_at` + - `POST /user-policies` - Create association + - `GET /user-policies?user_id=X` - List user's policies + - `DELETE /user-policies/{id}` - Remove association + +2. **PATCH endpoint for policies** + - Update `name`, `description` + - Update parameter values + +3. **DELETE endpoint for policies** + - Cascade delete parameter values + +### Should Have + +4. **Country validation** + - Either add `country_id` to policy model OR + - Validate at creation that all parameter_ids belong to same country + +5. **Label field on policy** + - User-friendly display name separate from `name` + +### Nice to Have + +6. **Soft delete** + - `deleted_at` field instead of hard delete + +7. **Policy versioning** + - Track changes over time + +--- + +## Suggested Schema Changes + +### Option A: Add country_id to Policy + +```python +class Policy(PolicyBase, table=True): + # ... existing fields ... + country_id: str # "us" or "uk" +``` + +**Pros:** Simple filtering, matches v1 pattern +**Cons:** Redundant with parameter → tax_benefit_model → name + +### Option B: Derive country from parameters (current approach) + +Keep as-is, derive country from first parameter's tax_benefit_model. + +**Pros:** No schema change, DRY +**Cons:** Requires JOIN to filter by country + +### Recommendation: Option A + +Add explicit `country_id` for simpler queries and clearer data model. + +--- + +## Next Steps + +1. [ ] Add `country_id` to Policy model +2. [ ] Add `label` field to Policy model +3. [ ] Create UserPolicy model and table +4. [ ] Implement `PATCH /policies/{id}` endpoint +5. [ ] Implement `DELETE /policies/{id}` endpoint +6. [ ] Implement user policy association endpoints +7. [ ] Add database migration for schema changes +8. [ ] Update tests + +--- + +## References + +- Policy model: `src/policyengine_api/models/policy.py` +- Policy router: `src/policyengine_api/api/policies.py` +- Parameter value model: `src/policyengine_api/models/parameter_value.py` +- Tests: `tests/test_policies.py` diff --git a/docs/supabase-migration-notes.md b/docs/supabase-migration-notes.md new file mode 100644 index 0000000..b3c09d7 --- /dev/null +++ b/docs/supabase-migration-notes.md @@ -0,0 +1,174 @@ +# Supabase & Database Migration Notes + +## Overview + +This document summarizes the database setup, migration issues, and workarounds discovered during local development of the PolicyEngine API v2. + +--- + +## What is Supabase? + +Supabase is a backend-as-a-service platform that provides: +- **PostgreSQL database** - The actual database +- **PostgREST** - Auto-generated REST API from your database schema +- **GoTrue** - Authentication service +- **Kong** - API gateway +- **Studio** - Web UI for managing your database +- **Realtime** - WebSocket subscriptions for live updates +- **Storage** - File storage with CDN + +### Local Development with Supabase + +Running `supabase start` spins up Docker containers for all these services locally: +- PostgreSQL on port **54322** +- Studio UI on port **54323** +- API on port **54321** + +--- + +## The Migration Bug + +### What Happened + +When running `supabase start` on a fresh machine, it failed with: + +``` +ERROR: relation "parameter_values" does not exist (SQLSTATE 42P01) +``` + +### Root Cause + +The migration file `20251229000000_add_parameter_values_indexes.sql` tries to create an index on the `parameter_values` table: + +```sql +CREATE INDEX idx_parameter_values_parameter_id ON parameter_values(parameter_id); +``` + +But there's **no base schema migration** that creates the tables first. The migrations run in timestamp order, so this index migration runs before any tables exist. + +### Why This Wasn't Caught Before + +Different developers may have had working setups because: + +1. **SQLite for local dev** - Using `SUPABASE_DB_URL="sqlite:///./test.db"` bypasses Supabase entirely. SQLModel's `create_all()` auto-creates tables. + +2. **Existing PostgreSQL** - If someone had previously created tables manually or through the API startup, the migration would succeed. + +3. **Never ran `supabase start`** - The migrations only run when Supabase starts fresh. + +--- + +## Two Ways Tables Get Created + +### 1. SQLModel's `create_all()` (Automatic) + +When the API starts, this code runs in `database.py`: + +```python +def init_db(): + SQLModel.metadata.create_all(engine) +``` + +This automatically creates all tables defined in SQLModel classes. It's idempotent (safe to run multiple times) but: +- Doesn't track schema changes over time +- Can't roll back changes +- Doesn't work for Supabase migrations (they run BEFORE the API starts) + +### 2. Migration Scripts (Manual/Versioned) + +SQL files in `supabase/migrations/` that run in timestamp order: +- `20241119000000_storage_bucket.sql` +- `20241121000000_storage_policies.sql` +- `20251229000000_add_parameter_values_indexes.sql` ← Problem file +- `20260103000000_add_poverty_inequality.sql` +- `20260111000000_add_aggregate_status.sql` + +**Why migrations exist:** +- Version-controlled schema changes +- Can roll back to previous versions +- Team members get same schema automatically +- Production deployments are reproducible + +--- + +## The Fix (Not Yet Implemented) + +Add a base schema migration with an earlier timestamp that creates all tables: + +``` +supabase/migrations/20241101000000_base_schema.sql +``` + +This file should contain `CREATE TABLE` statements for all tables, generated from the SQLModel definitions. + +--- + +## Workaround: Use SQLite for Local Testing + +For quick local development without Docker/Supabase: + +```bash +cd /Users/sakshikekre/Work/PolicyEngine/Repos/policyengine-api-v2-alpha + +# Start API with SQLite instead of PostgreSQL +SUPABASE_DB_URL="sqlite:///./test.db" .venv/bin/uvicorn policyengine_api.main:app --host 0.0.0.0 --port 8000 --reload +``` + +This: +- Creates a local `test.db` file +- SQLModel auto-creates all tables on startup +- No Docker required +- Fast iteration for development + +--- + +## Docker/Colima Setup (For Full Supabase) + +Supabase local requires Docker. Options: + +### Option A: Docker Desktop (~2-3GB) +```bash +brew install --cask docker +# Then open Docker Desktop app +``` + +### Option B: Colima (Lightweight, ~500MB) +```bash +brew install colima docker docker-compose +colima start +``` + +**Note:** Colima installation failed due to disk space. Need ~2GB free for the build process. + +--- + +## Current .env Configuration + +```env +# For Supabase (when running) +SUPABASE_URL=http://127.0.0.1:54321 +SUPABASE_DB_URL=postgresql://postgres:postgres@127.0.0.1:54322/postgres + +# For SQLite (workaround) +SUPABASE_DB_URL=sqlite:///./test.db +``` + +--- + +## Summary + +| Approach | Pros | Cons | +|----------|------|------| +| **SQLite** | Fast, no Docker, instant tables | Not production-like, some SQL differences | +| **Supabase** | Production-like, full stack | Needs Docker, migration bug to fix | + +**Recommended for now:** Use SQLite for development until the base schema migration is added. + +--- + +## TODO + +- [ ] Create `20241101000000_base_schema.sql` with all table definitions +- [ ] Test `supabase start` with the new migration +- [ ] Free up disk space and install Colima/Docker +- [ ] Document the full Supabase setup process diff --git a/src/policyengine_api/agent_sandbox.py b/src/policyengine_api/agent_sandbox.py index 9d0436c..bcf1ab0 100644 --- a/src/policyengine_api/agent_sandbox.py +++ b/src/policyengine_api/agent_sandbox.py @@ -235,8 +235,7 @@ def openapi_to_claude_tools(spec: dict) -> list[dict]: prop = schema_to_json_schema(spec, param_schema) prop["description"] = ( - param.get("description", "") - + f" (in: {param_in})" + param.get("description", "") + f" (in: {param_in})" ) properties[param_name] = prop @@ -268,16 +267,18 @@ def openapi_to_claude_tools(spec: dict) -> list[dict]: if required: input_schema["required"] = list(set(required)) - tools.append({ - "name": tool_name, - "description": full_desc[:1024], # Claude has limits - "input_schema": input_schema, - "_meta": { - "path": path, - "method": method, - "parameters": operation.get("parameters", []), - }, - }) + tools.append( + { + "name": tool_name, + "description": full_desc[:1024], # Claude has limits + "input_schema": input_schema, + "_meta": { + "path": path, + "method": method, + "parameters": operation.get("parameters", []), + }, + } + ) return tools @@ -347,7 +348,9 @@ def execute_api_tool( url, params=query_params, json=body_data, headers=headers, timeout=60 ) elif method == "delete": - resp = requests.delete(url, params=query_params, headers=headers, timeout=60) + resp = requests.delete( + url, params=query_params, headers=headers, timeout=60 + ) else: return f"Unsupported method: {method}" @@ -415,9 +418,7 @@ def log(msg: str) -> None: tool_lookup = {t["name"]: t for t in tools} # Strip _meta from tools before sending to Claude (it doesn't need it) - claude_tools = [ - {k: v for k, v in t.items() if k != "_meta"} for t in tools - ] + claude_tools = [{k: v for k, v in t.items() if k != "_meta"} for t in tools] # Add the sleep tool claude_tools.append(SLEEP_TOOL) @@ -477,11 +478,13 @@ def log(msg: str) -> None: log(f"[TOOL_RESULT] {result[:300]}") - tool_results.append({ - "type": "tool_result", - "tool_use_id": block.id, - "content": result, - }) + tool_results.append( + { + "type": "tool_result", + "tool_use_id": block.id, + "content": result, + } + ) messages.append({"role": "assistant", "content": assistant_content}) diff --git a/src/policyengine_api/api/agent.py b/src/policyengine_api/api/agent.py index 7b7d108..6c26e80 100644 --- a/src/policyengine_api/api/agent.py +++ b/src/policyengine_api/api/agent.py @@ -24,6 +24,7 @@ def get_traceparent() -> str | None: TraceContextTextMapPropagator().inject(carrier) return carrier.get("traceparent") + router = APIRouter(prefix="/agent", tags=["agent"]) @@ -93,7 +94,9 @@ def _run_local_agent( from policyengine_api.agent_sandbox import _run_agent_impl try: - history_dicts = [{"role": m.role, "content": m.content} for m in (history or [])] + history_dicts = [ + {"role": m.role, "content": m.content} for m in (history or []) + ] result = _run_agent_impl(question, api_base_url, call_id, history_dicts) _calls[call_id]["status"] = result.get("status", "completed") _calls[call_id]["result"] = result @@ -136,9 +139,15 @@ async def run_agent(request: RunRequest) -> RunResponse: traceparent = get_traceparent() run_fn = modal.Function.from_name("policyengine-sandbox", "run_agent") - history_dicts = [{"role": m.role, "content": m.content} for m in request.history] + history_dicts = [ + {"role": m.role, "content": m.content} for m in request.history + ] call = run_fn.spawn( - request.question, api_base_url, call_id, history_dicts, traceparent=traceparent + request.question, + api_base_url, + call_id, + history_dicts, + traceparent=traceparent, ) _calls[call_id] = { @@ -166,7 +175,12 @@ async def run_agent(request: RunRequest) -> RunResponse: # Run in background using asyncio loop = asyncio.get_event_loop() loop.run_in_executor( - None, _run_local_agent, call_id, request.question, api_base_url, request.history + None, + _run_local_agent, + call_id, + request.question, + api_base_url, + request.history, ) return RunResponse(call_id=call_id, status="running") diff --git a/src/policyengine_api/api/household.py b/src/policyengine_api/api/household.py index 0e89b5e..eba986d 100644 --- a/src/policyengine_api/api/household.py +++ b/src/policyengine_api/api/household.py @@ -300,11 +300,13 @@ def _calculate_household_uk( from pathlib import Path import pandas as pd - from policyengine.core import Simulation from microdf import MicroDataFrame + from policyengine.core import Simulation from policyengine.tax_benefit_models.uk import uk_latest - from policyengine.tax_benefit_models.uk.datasets import PolicyEngineUKDataset - from policyengine.tax_benefit_models.uk.datasets import UKYearData + from policyengine.tax_benefit_models.uk.datasets import ( + PolicyEngineUKDataset, + UKYearData, + ) n_people = len(people) n_benunits = max(1, len(benunit)) @@ -466,7 +468,14 @@ def _run_local_household_us( try: result = _calculate_household_us( - people, marital_unit, family, spm_unit, tax_unit, household, year, policy_data + people, + marital_unit, + family, + spm_unit, + tax_unit, + household, + year, + policy_data, ) # Update job with result @@ -512,11 +521,13 @@ def _calculate_household_us( from pathlib import Path import pandas as pd - from policyengine.core import Simulation from microdf import MicroDataFrame + from policyengine.core import Simulation from policyengine.tax_benefit_models.us import us_latest - from policyengine.tax_benefit_models.us.datasets import PolicyEngineUSDataset - from policyengine.tax_benefit_models.us.datasets import USYearData + from policyengine.tax_benefit_models.us.datasets import ( + PolicyEngineUSDataset, + USYearData, + ) n_people = len(people) n_households = max(1, len(household)) @@ -672,7 +683,9 @@ def safe_convert(value): except (ValueError, TypeError): return str(value) - def extract_entity_outputs(entity_name: str, entity_data, n_rows: int) -> list[dict]: + def extract_entity_outputs( + entity_name: str, entity_data, n_rows: int + ) -> list[dict]: outputs = [] for i in range(n_rows): row_dict = {} diff --git a/src/policyengine_api/api/policies.py b/src/policyengine_api/api/policies.py index 1f4c744..ad5397d 100644 --- a/src/policyengine_api/api/policies.py +++ b/src/policyengine_api/api/policies.py @@ -123,7 +123,9 @@ def create_policy(policy: PolicyCreate, session: Session = Depends(get_session)) @router.get("/", response_model=List[PolicyRead]) def list_policies( - tax_benefit_model_id: UUID | None = Query(None, description="Filter by tax benefit model"), + tax_benefit_model_id: UUID | None = Query( + None, description="Filter by tax benefit model" + ), session: Session = Depends(get_session), ): """List all policies, optionally filtered by tax benefit model.""" diff --git a/src/policyengine_api/api/user_policies.py b/src/policyengine_api/api/user_policies.py index 3ac2786..4025cc9 100644 --- a/src/policyengine_api/api/user_policies.py +++ b/src/policyengine_api/api/user_policies.py @@ -56,7 +56,9 @@ def create_user_policy( @router.get("/", response_model=list[UserPolicyRead]) def list_user_policies( user_id: UUID = Query(..., description="User ID to filter by"), - tax_benefit_model_id: UUID | None = Query(None, description="Filter by tax benefit model"), + tax_benefit_model_id: UUID | None = Query( + None, description="Filter by tax benefit model" + ), session: Session = Depends(get_session), ): """List all policy associations for a user. @@ -66,10 +68,8 @@ def list_user_policies( query = select(UserPolicy).where(UserPolicy.user_id == user_id) if tax_benefit_model_id: - query = ( - query - .join(Policy, UserPolicy.policy_id == Policy.id) - .where(Policy.tax_benefit_model_id == tax_benefit_model_id) + query = query.join(Policy, UserPolicy.policy_id == Policy.id).where( + Policy.tax_benefit_model_id == tax_benefit_model_id ) user_policies = session.exec(query).all() diff --git a/src/policyengine_api/api/variables.py b/src/policyengine_api/api/variables.py index d660b1b..3c24f3d 100644 --- a/src/policyengine_api/api/variables.py +++ b/src/policyengine_api/api/variables.py @@ -56,9 +56,9 @@ def list_variables( # Case-insensitive search using ILIKE # Note: Variables don't have a label field, only name and description search_pattern = f"%{search}%" - search_filter = Variable.name.ilike(search_pattern) | Variable.description.ilike( + search_filter = Variable.name.ilike( search_pattern - ) + ) | Variable.description.ilike(search_pattern) query = query.where(search_filter) variables = session.exec( diff --git a/src/policyengine_api/modal_app.py b/src/policyengine_api/modal_app.py index 332c349..84f8e89 100644 --- a/src/policyengine_api/modal_app.py +++ b/src/policyengine_api/modal_app.py @@ -242,13 +242,13 @@ def simulate_household_uk( engine = create_engine(database_url) try: - from policyengine.core import Simulation from microdf import MicroDataFrame + from policyengine.core import Simulation from policyengine.tax_benefit_models.uk import uk_latest from policyengine.tax_benefit_models.uk.datasets import ( PolicyEngineUKDataset, + UKYearData, ) - from policyengine.tax_benefit_models.uk.datasets import UKYearData n_people = len(people) n_benunits = max(1, len(benunit)) @@ -487,13 +487,13 @@ def simulate_household_us( engine = create_engine(database_url) try: - from policyengine.core import Simulation from microdf import MicroDataFrame + from policyengine.core import Simulation from policyengine.tax_benefit_models.us import us_latest from policyengine.tax_benefit_models.us.datasets import ( PolicyEngineUSDataset, + USYearData, ) - from policyengine.tax_benefit_models.us.datasets import USYearData n_people = len(people) n_households = max(1, len(household)) diff --git a/tests/test_agent.py b/tests/test_agent.py index 2c591f5..55bb2c2 100644 --- a/tests/test_agent.py +++ b/tests/test_agent.py @@ -9,6 +9,7 @@ import json from unittest.mock import AsyncMock, MagicMock, patch + from fastapi.testclient import TestClient from policyengine_api.main import app diff --git a/tests/test_agent_policy_questions.py b/tests/test_agent_policy_questions.py index 1550f89..289d73c 100644 --- a/tests/test_agent_policy_questions.py +++ b/tests/test_agent_policy_questions.py @@ -11,10 +11,10 @@ pytestmark = pytest.mark.integration -from policyengine_api.agent_sandbox import _run_agent_impl - import os +from policyengine_api.agent_sandbox import _run_agent_impl + # Use local API by default, override with POLICYENGINE_API_URL env var API_BASE = os.environ.get("POLICYENGINE_API_URL", "http://localhost:8000") @@ -218,4 +218,6 @@ def test_turn_efficiency(self, question, max_expected_turns): print(f"Result: {result['result'][:300]}") if result["turns"] > max_expected_turns: - print(f"WARNING: Took {result['turns']} turns, expected <= {max_expected_turns}") + print( + f"WARNING: Took {result['turns']} turns, expected <= {max_expected_turns}" + ) diff --git a/tests/test_integration.py b/tests/test_integration.py index e044cab..e055423 100644 --- a/tests/test_integration.py +++ b/tests/test_integration.py @@ -9,6 +9,7 @@ pytestmark = pytest.mark.integration from datetime import datetime, timezone + from rich.console import Console from sqlmodel import Session, create_engine, select From d9a131f2d03bc90c4f81bf41080131625788f528 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Thu, 12 Feb 2026 20:04:27 +0530 Subject: [PATCH 07/15] refactor: Switch to auto-generated initial migration from PR #80 --- .../versions/20260204_0001_initial_schema.py | 538 ------------------ .../20260205_0002_add_user_policies.py | 4 +- 2 files changed, 2 insertions(+), 540 deletions(-) delete mode 100644 alembic/versions/20260204_0001_initial_schema.py diff --git a/alembic/versions/20260204_0001_initial_schema.py b/alembic/versions/20260204_0001_initial_schema.py deleted file mode 100644 index f488734..0000000 --- a/alembic/versions/20260204_0001_initial_schema.py +++ /dev/null @@ -1,538 +0,0 @@ -"""Initial schema (main branch state) - -Revision ID: 0001_initial -Revises: -Create Date: 2026-02-04 - -This migration creates all base tables for the PolicyEngine API as they -exist on the main branch, BEFORE the household CRUD changes. -""" - -from typing import Sequence, Union - -import sqlalchemy as sa - -from alembic import op - -# revision identifiers, used by Alembic. -revision: str = "0001_initial" -down_revision: Union[str, Sequence[str], None] = None -branch_labels: Union[str, Sequence[str], None] = None -depends_on: Union[str, Sequence[str], None] = None - - -def upgrade() -> None: - """Create all tables as they exist on main branch.""" - # ======================================================================== - # TIER 1: Tables with no foreign key dependencies - # ======================================================================== - - # Tax benefit models (e.g., "uk", "us") - op.create_table( - "tax_benefit_models", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - ) - - # Users - op.create_table( - "users", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("first_name", sa.String(), nullable=False), - sa.Column("last_name", sa.String(), nullable=False), - sa.Column("email", sa.String(), nullable=False), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.UniqueConstraint("email"), - ) - op.create_index("ix_users_email", "users", ["email"]) - - # Policies (reform definitions) - op.create_table( - "policies", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.Column( - "updated_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - ) - - # Dynamics (behavioral response definitions) - op.create_table( - "dynamics", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.Column( - "updated_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - ) - - # ======================================================================== - # TIER 2: Tables depending on tier 1 - # ======================================================================== - - # Tax benefit model versions - op.create_table( - "tax_benefit_model_versions", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("model_id", sa.Uuid(), nullable=False), - sa.Column("version", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["model_id"], ["tax_benefit_models.id"]), - ) - - # Datasets (h5 files in storage) - op.create_table( - "datasets", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column("filepath", sa.String(), nullable=False), - sa.Column("year", sa.Integer(), nullable=False), - sa.Column("is_output_dataset", sa.Boolean(), nullable=False, default=False), - sa.Column("tax_benefit_model_id", sa.Uuid(), nullable=False), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.Column( - "updated_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["tax_benefit_model_id"], ["tax_benefit_models.id"]), - ) - - # ======================================================================== - # TIER 3: Tables depending on tier 2 - # ======================================================================== - - # Parameters (tax-benefit system parameters) - op.create_table( - "parameters", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("label", sa.String(), nullable=True), - sa.Column("description", sa.String(), nullable=True), - sa.Column("data_type", sa.String(), nullable=True), - sa.Column("unit", sa.String(), nullable=True), - sa.Column("tax_benefit_model_version_id", sa.Uuid(), nullable=False), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint( - ["tax_benefit_model_version_id"], ["tax_benefit_model_versions.id"] - ), - ) - - # Variables (tax-benefit system variables) - op.create_table( - "variables", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column("data_type", sa.String(), nullable=True), - sa.Column("possible_values", sa.JSON(), nullable=True), - sa.Column("tax_benefit_model_version_id", sa.Uuid(), nullable=False), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint( - ["tax_benefit_model_version_id"], ["tax_benefit_model_versions.id"] - ), - ) - - # Dataset versions - op.create_table( - "dataset_versions", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("name", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=False), - sa.Column("dataset_id", sa.Uuid(), nullable=False), - sa.Column("tax_benefit_model_id", sa.Uuid(), nullable=False), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["dataset_id"], ["datasets.id"]), - sa.ForeignKeyConstraint(["tax_benefit_model_id"], ["tax_benefit_models.id"]), - ) - - # ======================================================================== - # TIER 4: Tables depending on tier 3 - # ======================================================================== - - # Parameter values (policy/dynamic parameter modifications) - op.create_table( - "parameter_values", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("parameter_id", sa.Uuid(), nullable=False), - sa.Column("value_json", sa.JSON(), nullable=True), - sa.Column("start_date", sa.DateTime(timezone=True), nullable=False), - sa.Column("end_date", sa.DateTime(timezone=True), nullable=True), - sa.Column("policy_id", sa.Uuid(), nullable=True), - sa.Column("dynamic_id", sa.Uuid(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["parameter_id"], ["parameters.id"]), - sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), - sa.ForeignKeyConstraint(["dynamic_id"], ["dynamics.id"]), - ) - - # Simulations (economy calculations) - NOTE: No household support yet - op.create_table( - "simulations", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("dataset_id", sa.Uuid(), nullable=False), # Required in main - sa.Column("policy_id", sa.Uuid(), nullable=True), - sa.Column("dynamic_id", sa.Uuid(), nullable=True), - sa.Column("tax_benefit_model_version_id", sa.Uuid(), nullable=False), - sa.Column("output_dataset_id", sa.Uuid(), nullable=True), - sa.Column("status", sa.String(), nullable=False, default="pending"), - sa.Column("error_message", sa.String(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.Column( - "updated_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.Column("started_at", sa.DateTime(timezone=True), nullable=True), - sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["dataset_id"], ["datasets.id"]), - sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), - sa.ForeignKeyConstraint(["dynamic_id"], ["dynamics.id"]), - sa.ForeignKeyConstraint( - ["tax_benefit_model_version_id"], ["tax_benefit_model_versions.id"] - ), - sa.ForeignKeyConstraint(["output_dataset_id"], ["datasets.id"]), - ) - - # Household jobs (async household calculations) - legacy approach - op.create_table( - "household_jobs", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("tax_benefit_model_name", sa.String(), nullable=False), - sa.Column("request_data", sa.JSON(), nullable=False), - sa.Column("policy_id", sa.Uuid(), nullable=True), - sa.Column("dynamic_id", sa.Uuid(), nullable=True), - sa.Column("status", sa.String(), nullable=False, default="pending"), - sa.Column("error_message", sa.String(), nullable=True), - sa.Column("result", sa.JSON(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.Column("started_at", sa.DateTime(timezone=True), nullable=True), - sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), - sa.ForeignKeyConstraint(["dynamic_id"], ["dynamics.id"]), - ) - - # ======================================================================== - # TIER 5: Tables depending on simulations - # ======================================================================== - - # Reports (analysis reports) - NOTE: No report_type yet - op.create_table( - "reports", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("label", sa.String(), nullable=False), - sa.Column("description", sa.String(), nullable=True), - sa.Column("user_id", sa.Uuid(), nullable=True), - sa.Column("markdown", sa.Text(), nullable=True), - sa.Column("parent_report_id", sa.Uuid(), nullable=True), - sa.Column("status", sa.String(), nullable=False, default="pending"), - sa.Column("error_message", sa.String(), nullable=True), - sa.Column("baseline_simulation_id", sa.Uuid(), nullable=True), - sa.Column("reform_simulation_id", sa.Uuid(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["user_id"], ["users.id"]), - sa.ForeignKeyConstraint(["parent_report_id"], ["reports.id"]), - sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), - ) - - # Aggregates (single-simulation aggregate outputs) - op.create_table( - "aggregates", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("simulation_id", sa.Uuid(), nullable=False), - sa.Column("user_id", sa.Uuid(), nullable=True), - sa.Column("report_id", sa.Uuid(), nullable=True), - sa.Column("variable", sa.String(), nullable=False), - sa.Column("aggregate_type", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=True), - sa.Column("filter_config", sa.JSON(), nullable=False, default={}), - sa.Column("status", sa.String(), nullable=False, default="pending"), - sa.Column("error_message", sa.String(), nullable=True), - sa.Column("result", sa.Float(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["user_id"], ["users.id"]), - sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), - ) - - # Change aggregates (baseline vs reform comparison) - op.create_table( - "change_aggregates", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("baseline_simulation_id", sa.Uuid(), nullable=False), - sa.Column("reform_simulation_id", sa.Uuid(), nullable=False), - sa.Column("user_id", sa.Uuid(), nullable=True), - sa.Column("report_id", sa.Uuid(), nullable=True), - sa.Column("variable", sa.String(), nullable=False), - sa.Column("aggregate_type", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=True), - sa.Column("filter_config", sa.JSON(), nullable=False, default={}), - sa.Column("change_geq", sa.Float(), nullable=True), - sa.Column("change_leq", sa.Float(), nullable=True), - sa.Column("status", sa.String(), nullable=False, default="pending"), - sa.Column("error_message", sa.String(), nullable=True), - sa.Column("result", sa.Float(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["user_id"], ["users.id"]), - sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), - ) - - # Decile impacts - op.create_table( - "decile_impacts", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("baseline_simulation_id", sa.Uuid(), nullable=False), - sa.Column("reform_simulation_id", sa.Uuid(), nullable=False), - sa.Column("report_id", sa.Uuid(), nullable=True), - sa.Column("income_variable", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=True), - sa.Column("decile", sa.Integer(), nullable=False), - sa.Column("quantiles", sa.Integer(), nullable=False, default=10), - sa.Column("baseline_mean", sa.Float(), nullable=True), - sa.Column("reform_mean", sa.Float(), nullable=True), - sa.Column("absolute_change", sa.Float(), nullable=True), - sa.Column("relative_change", sa.Float(), nullable=True), - sa.Column("count_better_off", sa.Float(), nullable=True), - sa.Column("count_worse_off", sa.Float(), nullable=True), - sa.Column("count_no_change", sa.Float(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), - ) - - # Program statistics - op.create_table( - "program_statistics", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("baseline_simulation_id", sa.Uuid(), nullable=False), - sa.Column("reform_simulation_id", sa.Uuid(), nullable=False), - sa.Column("report_id", sa.Uuid(), nullable=True), - sa.Column("program_name", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=False), - sa.Column("is_tax", sa.Boolean(), nullable=False, default=False), - sa.Column("baseline_total", sa.Float(), nullable=True), - sa.Column("reform_total", sa.Float(), nullable=True), - sa.Column("change", sa.Float(), nullable=True), - sa.Column("baseline_count", sa.Float(), nullable=True), - sa.Column("reform_count", sa.Float(), nullable=True), - sa.Column("winners", sa.Float(), nullable=True), - sa.Column("losers", sa.Float(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint(["baseline_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["reform_simulation_id"], ["simulations.id"]), - sa.ForeignKeyConstraint(["report_id"], ["reports.id"]), - ) - - # Poverty - op.create_table( - "poverty", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("simulation_id", sa.Uuid(), nullable=False), - sa.Column("report_id", sa.Uuid(), nullable=True), - sa.Column("poverty_type", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=False, default="person"), - sa.Column("filter_variable", sa.String(), nullable=True), - sa.Column("headcount", sa.Float(), nullable=True), - sa.Column("total_population", sa.Float(), nullable=True), - sa.Column("rate", sa.Float(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint( - ["simulation_id"], ["simulations.id"], ondelete="CASCADE" - ), - sa.ForeignKeyConstraint(["report_id"], ["reports.id"], ondelete="CASCADE"), - ) - op.create_index("idx_poverty_simulation_id", "poverty", ["simulation_id"]) - op.create_index("idx_poverty_report_id", "poverty", ["report_id"]) - - # Inequality - op.create_table( - "inequality", - sa.Column("id", sa.Uuid(), nullable=False), - sa.Column("simulation_id", sa.Uuid(), nullable=False), - sa.Column("report_id", sa.Uuid(), nullable=True), - sa.Column("income_variable", sa.String(), nullable=False), - sa.Column("entity", sa.String(), nullable=False, default="household"), - sa.Column("gini", sa.Float(), nullable=True), - sa.Column("top_10_share", sa.Float(), nullable=True), - sa.Column("top_1_share", sa.Float(), nullable=True), - sa.Column("bottom_50_share", sa.Float(), nullable=True), - sa.Column( - "created_at", - sa.DateTime(timezone=True), - server_default=sa.func.now(), - nullable=False, - ), - sa.PrimaryKeyConstraint("id"), - sa.ForeignKeyConstraint( - ["simulation_id"], ["simulations.id"], ondelete="CASCADE" - ), - sa.ForeignKeyConstraint(["report_id"], ["reports.id"], ondelete="CASCADE"), - ) - op.create_index("idx_inequality_simulation_id", "inequality", ["simulation_id"]) - op.create_index("idx_inequality_report_id", "inequality", ["report_id"]) - - -def downgrade() -> None: - """Drop all tables in reverse order.""" - # Tier 5 - op.drop_index("idx_inequality_report_id", "inequality") - op.drop_index("idx_inequality_simulation_id", "inequality") - op.drop_table("inequality") - op.drop_index("idx_poverty_report_id", "poverty") - op.drop_index("idx_poverty_simulation_id", "poverty") - op.drop_table("poverty") - op.drop_table("program_statistics") - op.drop_table("decile_impacts") - op.drop_table("change_aggregates") - op.drop_table("aggregates") - op.drop_table("reports") - - # Tier 4 - op.drop_table("household_jobs") - op.drop_table("simulations") - op.drop_table("parameter_values") - - # Tier 3 - op.drop_table("dataset_versions") - op.drop_table("variables") - op.drop_table("parameters") - - # Tier 2 - op.drop_table("datasets") - op.drop_table("tax_benefit_model_versions") - - # Tier 1 - op.drop_table("dynamics") - op.drop_table("policies") - op.drop_index("ix_users_email", "users") - op.drop_table("users") - op.drop_table("tax_benefit_models") diff --git a/alembic/versions/20260205_0002_add_user_policies.py b/alembic/versions/20260205_0002_add_user_policies.py index b19a6cf..3af5e7f 100644 --- a/alembic/versions/20260205_0002_add_user_policies.py +++ b/alembic/versions/20260205_0002_add_user_policies.py @@ -1,7 +1,7 @@ """add_user_policies Revision ID: 0002_user_policies -Revises: 0001_initial +Revises: 36f9d434e95b Create Date: 2026-02-05 This migration adds: @@ -18,7 +18,7 @@ # revision identifiers, used by Alembic. revision: str = "0002_user_policies" -down_revision: Union[str, Sequence[str], None] = "0001_initial" +down_revision: Union[str, Sequence[str], None] = "36f9d434e95b" branch_labels: Union[str, Sequence[str], None] = None depends_on: Union[str, Sequence[str], None] = None From 8825e2d6e402699dfb3c717351c4e4b0a0f17502 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Thu, 12 Feb 2026 20:56:55 +0530 Subject: [PATCH 08/15] feat: Remove user FK constraint for client-generated UUIDs --- .../20260205_0002_add_user_policies.py | 6 +- src/policyengine_api/api/user_policies.py | 12 +- src/policyengine_api/models/user_policy.py | 8 +- tests/test_user_policies.py | 106 ++++++------------ 4 files changed, 52 insertions(+), 80 deletions(-) diff --git a/alembic/versions/20260205_0002_add_user_policies.py b/alembic/versions/20260205_0002_add_user_policies.py index 3af5e7f..df3b707 100644 --- a/alembic/versions/20260205_0002_add_user_policies.py +++ b/alembic/versions/20260205_0002_add_user_policies.py @@ -7,6 +7,10 @@ This migration adds: 1. tax_benefit_model_id foreign key to policies table 2. user_policies table for user-policy associations + +Note: user_id in user_policies is NOT a foreign key to users table. +It's a client-generated UUID stored in localStorage, allowing anonymous +users to save policies without authentication. """ from typing import Sequence, Union @@ -44,6 +48,7 @@ def upgrade() -> None: ) # Create user_policies table + # Note: user_id is NOT a foreign key - it's a client-generated UUID from localStorage op.create_table( "user_policies", sa.Column("user_id", sa.Uuid(), nullable=False), @@ -53,7 +58,6 @@ def upgrade() -> None: sa.Column("created_at", sa.DateTime(), nullable=False), sa.Column("updated_at", sa.DateTime(), nullable=False), sa.ForeignKeyConstraint(["policy_id"], ["policies.id"]), - sa.ForeignKeyConstraint(["user_id"], ["users.id"]), sa.PrimaryKeyConstraint("id"), ) op.create_index( diff --git a/src/policyengine_api/api/user_policies.py b/src/policyengine_api/api/user_policies.py index 4025cc9..b01ca15 100644 --- a/src/policyengine_api/api/user_policies.py +++ b/src/policyengine_api/api/user_policies.py @@ -3,6 +3,10 @@ Associates users with policies they've saved/created. This enables users to maintain a list of their policies across sessions without duplicating the underlying policy data. + +Note: user_id is a client-generated UUID (via crypto.randomUUID()) stored in +the browser's localStorage. It is NOT validated against a users table, allowing +anonymous users to save policies without authentication. """ from datetime import datetime, timezone @@ -13,7 +17,6 @@ from policyengine_api.models import ( Policy, - User, UserPolicy, UserPolicyCreate, UserPolicyRead, @@ -34,12 +37,9 @@ def create_user_policy( Associates a user with a policy, allowing them to save it to their list. Duplicates are allowed - users can save the same policy multiple times with different labels (matching FE localStorage behavior). - """ - # Validate user exists - user = session.get(User, user_policy.user_id) - if not user: - raise HTTPException(status_code=404, detail="User not found") + Note: user_id is not validated - it's a client-generated UUID from localStorage. + """ # Validate policy exists policy = session.get(Policy, user_policy.policy_id) if not policy: diff --git a/src/policyengine_api/models/user_policy.py b/src/policyengine_api/models/user_policy.py index 6bdf9ff..b85505f 100644 --- a/src/policyengine_api/models/user_policy.py +++ b/src/policyengine_api/models/user_policy.py @@ -6,13 +6,16 @@ if TYPE_CHECKING: from .policy import Policy - from .user import User class UserPolicyBase(SQLModel): """Base user-policy association fields.""" - user_id: UUID = Field(foreign_key="users.id", index=True) + # user_id is a client-generated UUID stored in localStorage, not a foreign key. + # This allows anonymous users to save policies without requiring authentication. + # The UUID is generated once per browser via crypto.randomUUID() and persisted + # in localStorage for stable identity across sessions. + user_id: UUID = Field(index=True) policy_id: UUID = Field(foreign_key="policies.id", index=True) label: str | None = None @@ -27,7 +30,6 @@ class UserPolicy(UserPolicyBase, table=True): updated_at: datetime = Field(default_factory=lambda: datetime.now(timezone.utc)) # Relationships - user: "User" = Relationship() policy: "Policy" = Relationship() diff --git a/tests/test_user_policies.py b/tests/test_user_policies.py index f4d1910..94725f1 100644 --- a/tests/test_user_policies.py +++ b/tests/test_user_policies.py @@ -1,46 +1,45 @@ -"""Tests for user-policy association endpoints.""" +"""Tests for user-policy association endpoints. + +Note: user_id is a client-generated UUID (not validated against users table), +so tests use uuid4() directly rather than creating User records. +""" from uuid import uuid4 -from policyengine_api.models import Policy, User, UserPolicy +from policyengine_api.models import Policy, UserPolicy -def test_list_user_policies_empty(client, session): +def test_list_user_policies_empty(client): """List user policies returns empty list when user has no associations.""" - user = User(first_name="Test", last_name="User", email="test@example.com") - session.add(user) - session.commit() - - response = client.get(f"/user-policies?user_id={user.id}") + user_id = uuid4() + response = client.get(f"/user-policies?user_id={user_id}") assert response.status_code == 200 assert response.json() == [] def test_create_user_policy(client, session, tax_benefit_model): """Create a new user-policy association.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy = Policy( name="Test policy", description="A test policy", tax_benefit_model_id=tax_benefit_model.id, ) - session.add(user) session.add(policy) session.commit() - session.refresh(user) session.refresh(policy) response = client.post( "/user-policies", json={ - "user_id": str(user.id), + "user_id": str(user_id), "policy_id": str(policy.id), "label": "My test policy", }, ) assert response.status_code == 200 data = response.json() - assert data["user_id"] == str(user.id) + assert data["user_id"] == str(user_id) assert data["policy_id"] == str(policy.id) assert data["label"] == "My test policy" assert "id" in data @@ -50,22 +49,20 @@ def test_create_user_policy(client, session, tax_benefit_model): def test_create_user_policy_without_label(client, session, tax_benefit_model): """Create a user-policy association without a label.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy = Policy( name="Test policy", description="A test policy", tax_benefit_model_id=tax_benefit_model.id, ) - session.add(user) session.add(policy) session.commit() - session.refresh(user) session.refresh(policy) response = client.post( "/user-policies", json={ - "user_id": str(user.id), + "user_id": str(user_id), "policy_id": str(policy.id), }, ) @@ -74,34 +71,15 @@ def test_create_user_policy_without_label(client, session, tax_benefit_model): assert data["label"] is None -def test_create_user_policy_user_not_found(client): - """Create user-policy association with non-existent user returns 404.""" - fake_user_id = uuid4() - fake_policy_id = uuid4() - - response = client.post( - "/user-policies", - json={ - "user_id": str(fake_user_id), - "policy_id": str(fake_policy_id), - }, - ) - assert response.status_code == 404 - assert response.json()["detail"] == "User not found" - - -def test_create_user_policy_policy_not_found(client, session): +def test_create_user_policy_policy_not_found(client): """Create user-policy association with non-existent policy returns 404.""" - user = User(first_name="Test", last_name="User", email="test@example.com") - session.add(user) - session.commit() - session.refresh(user) - + user_id = uuid4() fake_policy_id = uuid4() + response = client.post( "/user-policies", json={ - "user_id": str(user.id), + "user_id": str(user_id), "policy_id": str(fake_policy_id), }, ) @@ -111,21 +89,19 @@ def test_create_user_policy_policy_not_found(client, session): def test_create_user_policy_duplicate_allowed(client, session, tax_benefit_model): """Creating duplicate user-policy association is allowed (matches FE localStorage behavior).""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy = Policy( name="Test policy", description="A test policy", tax_benefit_model_id=tax_benefit_model.id, ) - session.add(user) session.add(policy) session.commit() - session.refresh(user) session.refresh(policy) # Create first association user_policy = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy.id, ) session.add(user_policy) @@ -135,14 +111,14 @@ def test_create_user_policy_duplicate_allowed(client, session, tax_benefit_model response = client.post( "/user-policies", json={ - "user_id": str(user.id), + "user_id": str(user_id), "policy_id": str(policy.id), }, ) assert response.status_code == 200 data = response.json() assert data["id"] != str(user_policy.id) # New association created - assert data["user_id"] == str(user.id) + assert data["user_id"] == str(user_id) assert data["policy_id"] == str(policy.id) @@ -150,7 +126,7 @@ def test_list_user_policies_with_data( client, session, tax_benefit_model, uk_tax_benefit_model ): """List user policies returns all associations for a user.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy1 = Policy( name="Policy 1", description="First policy", @@ -161,21 +137,19 @@ def test_list_user_policies_with_data( description="Second policy", tax_benefit_model_id=uk_tax_benefit_model.id, ) - session.add(user) session.add(policy1) session.add(policy2) session.commit() - session.refresh(user) session.refresh(policy1) session.refresh(policy2) user_policy1 = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy1.id, label="US policy", ) user_policy2 = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy2.id, label="UK policy", ) @@ -183,7 +157,7 @@ def test_list_user_policies_with_data( session.add(user_policy2) session.commit() - response = client.get(f"/user-policies?user_id={user.id}") + response = client.get(f"/user-policies?user_id={user_id}") assert response.status_code == 200 data = response.json() assert len(data) == 2 @@ -193,7 +167,7 @@ def test_list_user_policies_filter_by_tax_benefit_model( client, session, tax_benefit_model, uk_tax_benefit_model ): """List user policies filtered by tax_benefit_model_id via Policy join.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy1 = Policy( name="Policy 1", description="First policy", @@ -204,20 +178,18 @@ def test_list_user_policies_filter_by_tax_benefit_model( description="Second policy", tax_benefit_model_id=uk_tax_benefit_model.id, ) - session.add(user) session.add(policy1) session.add(policy2) session.commit() - session.refresh(user) session.refresh(policy1) session.refresh(policy2) user_policy1 = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy1.id, ) user_policy2 = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy2.id, ) session.add(user_policy1) @@ -225,7 +197,7 @@ def test_list_user_policies_filter_by_tax_benefit_model( session.commit() response = client.get( - f"/user-policies?user_id={user.id}&tax_benefit_model_id={tax_benefit_model.id}" + f"/user-policies?user_id={user_id}&tax_benefit_model_id={tax_benefit_model.id}" ) assert response.status_code == 200 data = response.json() @@ -235,20 +207,18 @@ def test_list_user_policies_filter_by_tax_benefit_model( def test_get_user_policy(client, session, tax_benefit_model): """Get a specific user-policy association by ID.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy = Policy( name="Test policy", description="A test policy", tax_benefit_model_id=tax_benefit_model.id, ) - session.add(user) session.add(policy) session.commit() - session.refresh(user) session.refresh(policy) user_policy = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy.id, label="My policy", ) @@ -273,20 +243,18 @@ def test_get_user_policy_not_found(client): def test_update_user_policy(client, session, tax_benefit_model): """Update a user-policy association label.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy = Policy( name="Test policy", description="A test policy", tax_benefit_model_id=tax_benefit_model.id, ) - session.add(user) session.add(policy) session.commit() - session.refresh(user) session.refresh(policy) user_policy = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy.id, label="Old label", ) @@ -316,20 +284,18 @@ def test_update_user_policy_not_found(client): def test_delete_user_policy(client, session, tax_benefit_model): """Delete a user-policy association.""" - user = User(first_name="Test", last_name="User", email="test@example.com") + user_id = uuid4() policy = Policy( name="Test policy", description="A test policy", tax_benefit_model_id=tax_benefit_model.id, ) - session.add(user) session.add(policy) session.commit() - session.refresh(user) session.refresh(policy) user_policy = UserPolicy( - user_id=user.id, + user_id=user_id, policy_id=policy.id, ) session.add(user_policy) From c6988817fb7e55c27d5b1d70dba8e7eddec17a77 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Mon, 16 Feb 2026 23:26:04 +0530 Subject: [PATCH 09/15] feat: Use country_id for user-policy filtering --- .../20260205_0002_add_user_policies.py | 8 ++++++ src/policyengine_api/api/user_policies.py | 27 ++++++++++++++----- src/policyengine_api/models/user_policy.py | 1 + 3 files changed, 29 insertions(+), 7 deletions(-) diff --git a/alembic/versions/20260205_0002_add_user_policies.py b/alembic/versions/20260205_0002_add_user_policies.py index df3b707..5f061de 100644 --- a/alembic/versions/20260205_0002_add_user_policies.py +++ b/alembic/versions/20260205_0002_add_user_policies.py @@ -53,6 +53,7 @@ def upgrade() -> None: "user_policies", sa.Column("user_id", sa.Uuid(), nullable=False), sa.Column("policy_id", sa.Uuid(), nullable=False), + sa.Column("country_id", sqlmodel.sql.sqltypes.AutoString(), nullable=False), sa.Column("label", sqlmodel.sql.sqltypes.AutoString(), nullable=True), sa.Column("id", sa.Uuid(), nullable=False), sa.Column("created_at", sa.DateTime(), nullable=False), @@ -69,11 +70,18 @@ def upgrade() -> None: op.create_index( op.f("ix_user_policies_user_id"), "user_policies", ["user_id"], unique=False ) + op.create_index( + op.f("ix_user_policies_country_id"), + "user_policies", + ["country_id"], + unique=False, + ) def downgrade() -> None: """Remove user_policies table and policy.tax_benefit_model_id.""" # Drop user_policies table + op.drop_index(op.f("ix_user_policies_country_id"), table_name="user_policies") op.drop_index(op.f("ix_user_policies_user_id"), table_name="user_policies") op.drop_index(op.f("ix_user_policies_policy_id"), table_name="user_policies") op.drop_table("user_policies") diff --git a/src/policyengine_api/api/user_policies.py b/src/policyengine_api/api/user_policies.py index b01ca15..e1b6958 100644 --- a/src/policyengine_api/api/user_policies.py +++ b/src/policyengine_api/api/user_policies.py @@ -24,6 +24,9 @@ ) from policyengine_api.services.database import get_session +# Valid country IDs +VALID_COUNTRY_IDS = {"us", "uk"} + router = APIRouter(prefix="/user-policies", tags=["user-policies"]) @@ -40,6 +43,13 @@ def create_user_policy( Note: user_id is not validated - it's a client-generated UUID from localStorage. """ + # Validate country_id + if user_policy.country_id not in VALID_COUNTRY_IDS: + raise HTTPException( + status_code=400, + detail=f"Invalid country_id: {user_policy.country_id}. Must be one of: {list(VALID_COUNTRY_IDS)}", + ) + # Validate policy exists policy = session.get(Policy, user_policy.policy_id) if not policy: @@ -56,21 +66,24 @@ def create_user_policy( @router.get("/", response_model=list[UserPolicyRead]) def list_user_policies( user_id: UUID = Query(..., description="User ID to filter by"), - tax_benefit_model_id: UUID | None = Query( - None, description="Filter by tax benefit model" + country_id: str | None = Query( + None, description="Filter by country (e.g., 'us', 'uk')" ), session: Session = Depends(get_session), ): """List all policy associations for a user. - Returns all policies saved by the specified user. Optionally filter by tax benefit model. + Returns all policies saved by the specified user. Optionally filter by country. """ query = select(UserPolicy).where(UserPolicy.user_id == user_id) - if tax_benefit_model_id: - query = query.join(Policy, UserPolicy.policy_id == Policy.id).where( - Policy.tax_benefit_model_id == tax_benefit_model_id - ) + if country_id: + if country_id not in VALID_COUNTRY_IDS: + raise HTTPException( + status_code=400, + detail=f"Invalid country_id: {country_id}. Must be one of: {list(VALID_COUNTRY_IDS)}", + ) + query = query.where(UserPolicy.country_id == country_id) user_policies = session.exec(query).all() return user_policies diff --git a/src/policyengine_api/models/user_policy.py b/src/policyengine_api/models/user_policy.py index b85505f..7b3917c 100644 --- a/src/policyengine_api/models/user_policy.py +++ b/src/policyengine_api/models/user_policy.py @@ -17,6 +17,7 @@ class UserPolicyBase(SQLModel): # in localStorage for stable identity across sessions. user_id: UUID = Field(index=True) policy_id: UUID = Field(foreign_key="policies.id", index=True) + country_id: str # e.g., "us", "uk" - denormalized for efficient filtering label: str | None = None From 9aa986e5a31c799b0135798af0b0d8ff2a496807 Mon Sep 17 00:00:00 2001 From: SakshiKekre Date: Tue, 17 Feb 2026 02:27:46 +0530 Subject: [PATCH 10/15] chore: Remove docs, temp files, and fix user policy tests for country_id MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - Remove .DS_Store, docs/, and supabase/.temp/ from git tracking - Add these patterns to .gitignore - Update test_user_policies.py to include country_id in all tests - Rename test_list_user_policies_filter_by_tax_benefit_model to test_list_user_policies_filter_by_country 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude --- .DS_Store | Bin 6148 -> 0 bytes .gitignore | 9 + docs/.env.example | 7 - docs/.gitignore | 42 - docs/AGENT_TESTING.md | 192 --- docs/DESIGN.md | 331 ----- docs/README.md | 30 - docs/api-v2-alpha-architecture.md | 264 ---- docs/bun.lock | 1088 ----------------- docs/eslint.config.mjs | 18 - docs/next.config.ts | 12 - docs/package.json | 29 - docs/policy-ingredient-status.md | 271 ---- docs/postcss.config.mjs | 7 - docs/public/file.svg | 1 - docs/public/globe.svg | 1 - docs/public/next.svg | 1 - docs/public/vercel.svg | 1 - docs/public/window.svg | 1 - docs/src/app/agent/page.tsx | 45 - 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z1&I?vXjj@D$KLg3C$(JzFrE2eAJ_s=rwZ2AXuc2`7hRAg-?K?Hc8)F%(ZU#mqjbSr zJCp%s;IAW)Yh97wt#I6kRib>hRCtUR>oC-M>}Ot z3y*wCkJ8Ehmcf|@L!s>I0)m5^WFxQ9~ zX9#M9@K^R;rgx4cU_uxxd)4VR=X{swQ~7lQe_^id-(Y6>ra8T@SZ9uL5Fs3uBQ|Wr zl=hqvBRsG*XWTHXz%o>hT=|F$Yb7(LSz%_5dorK8UrhClgqeyrUr^--49JS0)Yl!V zRR)v+W#EGW*&iaRVC=DQXtxd;dj%lY*lmSv`NJSFk;m9$;gBN~<3fop)c7lgapCNb zykG3GaOlEe{N=;=%*NkPjLpvZBkK+mJ5;L-C<9dnmfho)od1X4-~X#Y`lJjf1OJKv zQ|tD+9hT(J)`jBatc|D_R1xtj9NG{Xe;nI}9K}0SD;$fYL5w{X4%tJ|KLVBpHOj!R GGVl%&a?hs# diff --git a/.gitignore b/.gitignore index 2f8c3e6..4b856db 100644 --- a/.gitignore +++ b/.gitignore @@ -52,3 +52,12 @@ docs/.env.local data/ *.h5 *.db + +# macOS +.DS_Store + +# Docs (Next.js site) +docs/ + +# Supabase temp files +supabase/.temp/ diff --git a/docs/.env.example b/docs/.env.example deleted file mode 100644 index bc8a7d1..0000000 --- a/docs/.env.example +++ /dev/null @@ -1,7 +0,0 @@ -# Docs site environment variables -# Copy to .env.local for local development - -# API URL for the docs site to connect to -# Local development: http://localhost:8000 -# Production: https://v2.api.policyengine.org -NEXT_PUBLIC_API_URL=http://localhost:8000 diff --git a/docs/.gitignore b/docs/.gitignore deleted file mode 100644 index 7b8da95..0000000 --- a/docs/.gitignore +++ /dev/null @@ -1,42 +0,0 @@ -# See https://help.github.com/articles/ignoring-files/ for more about ignoring files. - -# dependencies -/node_modules -/.pnp -.pnp.* -.yarn/* -!.yarn/patches -!.yarn/plugins -!.yarn/releases -!.yarn/versions - -# testing -/coverage - -# next.js -/.next/ -/out/ - -# production -/build - -# misc -.DS_Store -*.pem - -# debug -npm-debug.log* -yarn-debug.log* -yarn-error.log* -.pnpm-debug.log* - -# env files (can opt-in for committing if needed) -.env* -!.env.example - -# vercel -.vercel - -# typescript -*.tsbuildinfo -next-env.d.ts diff --git a/docs/AGENT_TESTING.md b/docs/AGENT_TESTING.md deleted file mode 100644 index c512ce1..0000000 --- a/docs/AGENT_TESTING.md +++ /dev/null @@ -1,192 +0,0 @@ -# Agent testing and optimisation - -This document tracks ongoing work to test and improve the PolicyEngine agent's ability to answer policy questions efficiently. - -## Goal - -Minimise the number of turns the agent needs to answer policy questions by improving API metadata, documentation, and structure - not by hacking for specific test cases. - -## Test categories - -We want comprehensive coverage across: -- **Country**: UK and US -- **Scope**: Household (single family) and Economy (population-wide) -- **Complexity**: Simple (single variable lookup) to Complex (multi-step reforms) - -## Example questions to test - -### UK Household (simple) -- "What is my income tax if I earn £50,000?" -- "How much child benefit would a family with 2 children receive?" - -### UK Household (complex) -- "Compare my net income under current law vs if the basic rate was 25%" -- "What's the marginal tax rate for someone earning £100,000?" - -### UK Economy (simple) -- "What's the total cost of child benefit?" -- "How many people pay higher rate tax?" - -### UK Economy (complex) -- "What would be the budgetary impact of raising the personal allowance to £15,000?" -- "How would a £500 UBI affect poverty rates?" - -### US Household (simple) -- "What is my federal income tax if I earn $75,000?" -- "How much SNAP would a family of 4 with $30,000 income receive?" - -### US Household (complex) -- "Compare my benefits under current law vs doubling the EITC" -- "What's my marginal tax rate including state taxes in California?" - -### US Economy (simple) -- "What's the total cost of SNAP?" -- "How many households receive the EITC?" - -### US Economy (complex) -- "What would be the budgetary impact of expanding the Child Tax Credit to $3,600?" -- "How would eliminating the SALT cap affect different income deciles?" - -## Current agent architecture - -The agent uses Claude Code in a Modal sandbox with: -- System prompt containing API documentation (see `src/policyengine_api/prompts/`) -- Direct HTTP calls via curl to the PolicyEngine API -- No MCP (it was causing issues in Modal containers) - -## Optimisation strategies - -1. **Improve system prompt** - Make API usage clearer, provide more examples -2. **Add API response examples** - Show what successful responses look like -3. **Parameter documentation** - Ensure all parameters are well-documented with valid values -4. **Error messages** - Make error messages actionable so agent can self-correct -5. **Endpoint discoverability** - Help agent find the right endpoint quickly - -## Test file location - -Tests are in `tests/test_agent_policy_questions.py` (integration tests requiring Modal). - -## How to continue this work - -1. Run existing tests: `pytest tests/test_agent_policy_questions.py -v -s` -2. Check agent logs in Logfire for turn counts and errors -3. Identify common failure patterns -4. Improve prompts/metadata to address failures -5. Add new test cases as coverage expands - -## Observed issues - -### Issue 1: Parameter search doesn't filter by country (9 turns for personal allowance) - -**Problem**: When searching for "personal allowance", the agent gets US results (Illinois AABD) mixed with UK results. It took 9 turns to find the UK personal allowance. - -**Agent's failed searches**: -1. "personal allowance" → Illinois AABD (US) -2. "income tax personal allowance" → empty -3. "income_tax" → US CBO parameters -4. "basic rate" → UK CGT (closer!) -5. "allowance" → California SSI (US) -6. "hmrc income_tax allowances personal" → empty -7. "hmrc.income_tax.allowances" → found it! - -**Solution implemented**: -- Added `tax_benefit_model_name` filter to `/parameters/` endpoint -- Updated system prompt to instruct agent to use country filter - -**NOT acceptable solutions** (test hacking): -- Adding specific parameter name examples to system prompt -- Telling agent exactly what to search for - -### Issue 2: Duplicate parameters in database - -**Problem**: Same parameter name exists with multiple IDs. One has values, one doesn't. Agent picks wrong one first. - -**Example**: `gov.hmrc.income_tax.allowances.personal_allowance.amount` has two entries with different IDs. - -**Solution implemented**: Deduplicate parameters by name in seed script (`seen_names` set). - -### Issue 6: Case-sensitive search - -**Problem**: Search for "personal allowance" didn't find "Personal allowance" (capital P). - -**Solution implemented**: Changed search to use `ILIKE` instead of `contains` for case-insensitive matching. - -### Issue 7: Model name mismatch - -**Problem**: System prompt said `policyengine_uk` but database has `policyengine-uk` (hyphen vs underscore). - -**Solution implemented**: Updated system prompt and API docstrings to use correct model names with hyphens. - -### Issue 3: Variables endpoint lacks search - -**Problem**: `/variables/` had no search or country filter. Agent can't discover variable names. - -**Solution implemented**: Added `search` and `tax_benefit_model_name` filters to `/variables/`. - -### Issue 4: Datasets endpoint lacks country filter - -**Problem**: `/datasets/` returned all datasets, mixing UK and US. - -**Solution implemented**: Added `tax_benefit_model_name` filter to `/datasets/`. - -### Issue 5: Parameter values lack "current" filter - -**Problem**: Agent had to parse through all historical values to find current one. - -**Solution implemented**: Added `current=true` filter to `/parameter-values/` endpoint. - -## API improvements summary - -| Endpoint | Improvement | -|----------|-------------| -| `/parameters/` | Added `tax_benefit_model_name` filter, case-insensitive search | -| `/variables/` | Added `search` and `tax_benefit_model_name` filters, case-insensitive search | -| `/datasets/` | Added `tax_benefit_model_name` filter | -| `/parameter-values/` | Added `current` filter | -| Seed script | Deduplicate parameters by name | -| System prompt | Fixed model names (hyphen not underscore) | - -### Issue 8: Agent not using country filter in economy-wide analysis - -**Problem**: When answering economic impact questions, agent didn't use `tax_benefit_model_name` filter despite it being in the system prompt. This led to 18 turns for UK budgetary impact question (12 turns just searching for parameter). - -**Root cause**: System prompt mentioned the filter but didn't emphasize it enough; economic impact workflow didn't show the filter in example. - -**Solution implemented**: Restructured system prompt with: -- **CRITICAL** section at the top emphasizing country filter -- Explanation of why filter is needed (mixed results waste turns) -- Added filter to all workflow examples including economic impact - -**Result**: UK budgetary impact question now completes in **6 turns** (down from 18). - -### Issue 9: Key US parameters missing from database - -**Problem**: Core CTC parameters like `gov.irs.credits.ctc.amount.base[0].amount` have `label=None` in policyengine-us package, so they're not seeded (seed script only includes parameters with labels). - -**Impact**: Agent can't find the main CTC amount parameter to double it. Had to use `refundable.individual_max` as a proxy. - -**Solution needed**: Add labels to core parameters in policyengine-us package (upstream fix). - -## Measurements - -| Question type | Baseline | After improvements | Target | -|---------------|----------|-------------------|--------| -| Parameter lookup (UK personal allowance) | 10 turns | **3 turns** | 3-4 | -| Household calculation (UK £50k income) | 6 turns | - | 5-6 | -| Economy-wide (UK budgetary impact) | 18 turns | **6 turns** | 5-8 | -| Economy-wide (US CTC impact) | 20+ turns | - | 8-10 | - -## Progress log - -- 2024-12-30: Initial setup, created test framework and first batch of questions -- 2024-12-30: Tested personal allowance lookup - 9-10 turns (target: 3-4). Root cause: no country filter on parameter search -- 2024-12-30: Added `tax_benefit_model_name` filter to `/parameters/`, `/variables/`, `/datasets/` -- 2024-12-30: Tested household calc - 6 turns (acceptable). Async polling is the overhead -- 2024-12-30: Discovered duplicate parameters in DB causing extra turns -- 2024-12-30: Fixed model name mismatch (policyengine-uk with hyphen, not underscore) -- 2024-12-30: Added case-insensitive search using ILIKE -- 2024-12-30: Tested personal allowance lookup - **3 turns** (target met!) -- 2025-12-30: Tested UK economy-wide (budgetary impact) - 18 turns initially -- 2025-12-30: Restructured system prompt to emphasize country filter at top -- 2025-12-30: UK economy-wide now **6 turns** (3x improvement) -- 2025-12-30: Discovered US CTC parameters missing labels (upstream issue in policyengine-us) diff --git a/docs/DESIGN.md b/docs/DESIGN.md deleted file mode 100644 index fbe2bd8..0000000 --- a/docs/DESIGN.md +++ /dev/null @@ -1,331 +0,0 @@ -# API hierarchy design - -## Levels of analysis - -``` -┌─────────────────────────────────────────────────────────────┐ -│ Level 2: Reports │ -│ AI-generated documents, orchestrating multiple jobs │ -│ /reports/* │ -├─────────────────────────────────────────────────────────────┤ -│ Level 1: Analyses │ -│ Operations on simulations - thin wrappers around │ -│ policyengine package functions │ -│ │ -│ Common (baked-in, trivial to call): │ -│ /analysis/decile-impact/* │ -│ /analysis/budget-impact/* │ -│ /analysis/winners-losers/* │ -│ │ -│ Flexible (configurable): │ -│ /analysis/compare/* │ -├─────────────────────────────────────────────────────────────┤ -│ Level 0: Simulations │ -│ Single world-state calculations │ -│ /simulate/household │ -│ /simulate/economy │ -└─────────────────────────────────────────────────────────────┘ -``` - -All operations are **async** (Modal compute). The API is a thin orchestration layer - all analysis logic lives in the `policyengine` package. - -## Mapping to policyengine package - -| API endpoint | policyengine function | -|--------------|----------------------| -| `/simulate/household` | `calculate_household_impact()` | -| `/simulate/economy` | `Simulation.run()` | -| `/analysis/decile-impact/*` | `calculate_decile_impacts()` | -| `/analysis/budget-impact/*` | `ProgrammeStatistics` | -| `/analysis/winners-losers/*` | `ChangeAggregate` with filters | -| `/analysis/compare/*` | `economic_impact_analysis()` or custom | - -## Level 0: Simulations - -### `/simulate/household` - -Single household calculation. Wraps `policyengine.tax_benefit_models.uk.analysis.calculate_household_impact()`. - -``` -POST /simulate/household -{ - "model": "policyengine_uk", - "household": { - "people": [{"age": 30, "employment_income": 50000}], - "benunit": {}, - "household": {} - }, - "year": 2026, - "policy_id": null -} - -→ Returns job_id, poll for results -``` - -### `/simulate/economy` - -Population simulation. Creates and runs a `policyengine.core.Simulation`. - -``` -POST /simulate/economy -{ - "model": "policyengine_uk", - "dataset_id": "...", - "policy_id": null, - "dynamic_id": null -} - -→ Returns simulation_id, poll for results -``` - -Economy simulations are **deterministic and cached** by (dataset_id, model_version, policy_id, dynamic_id). - -## Level 1: Analyses - Common (baked-in) - -These are the bread-and-butter analyses. Trivial to call, no configuration needed. - -### `/analysis/decile-impact/economy` - -Income decile breakdown. Wraps `calculate_decile_impacts()`. - -``` -POST /analysis/decile-impact/economy -{ - "model": "policyengine_uk", - "dataset_id": "...", - "baseline_policy_id": null, - "reform_policy_id": "..." -} - -→ Returns job_id - -GET /analysis/decile-impact/economy/{job_id} -→ Returns: -{ - "status": "completed", - "deciles": [ - {"decile": 1, "baseline_mean": 15000, "reform_mean": 15500, "change": 500, "pct_change": 3.3, ...}, - {"decile": 2, ...}, - ... - {"decile": 10, ...} - ] -} -``` - -### `/analysis/budget-impact/economy` - -Tax and benefit programme totals. Wraps `ProgrammeStatistics`. - -``` -POST /analysis/budget-impact/economy -{ - "model": "policyengine_uk", - "dataset_id": "...", - "baseline_policy_id": null, - "reform_policy_id": "..." -} - -→ Returns job_id - -GET /analysis/budget-impact/economy/{job_id} -→ Returns: -{ - "status": "completed", - "net_budget_impact": -20000000000, - "programmes": [ - {"name": "income_tax", "is_tax": true, "baseline_total": 200e9, "reform_total": 180e9, "change": -20e9}, - {"name": "universal_credit", "is_tax": false, "baseline_total": 50e9, "reform_total": 52e9, "change": 2e9}, - ... - ] -} -``` - -### `/analysis/winners-losers/economy` - -Who gains and loses. Wraps `ChangeAggregate` with change filters. - -``` -POST /analysis/winners-losers/economy -{ - "model": "policyengine_uk", - "dataset_id": "...", - "baseline_policy_id": null, - "reform_policy_id": "...", - "threshold": 0 // Change threshold (default: any change) -} - -→ Returns job_id - -GET /analysis/winners-losers/economy/{job_id} -→ Returns: -{ - "status": "completed", - "winners": {"count": 15000000, "mean_gain": 500}, - "losers": {"count": 5000000, "mean_loss": -200}, - "unchanged": {"count": 30000000} -} -``` - -### `/analysis/decile-impact/household` - -Compare household across scenarios by artificial decile assignment. - -``` -POST /analysis/decile-impact/household -{ - "model": "policyengine_uk", - "household": {"people": [{"employment_income": 50000}]}, - "year": 2026, - "baseline_policy_id": null, - "reform_policy_id": "..." -} - -→ Returns which decile this household falls into and their change -``` - -## Level 1: Analyses - Flexible - -### `/analysis/compare/economy` - -Full comparison with all outputs. Wraps `economic_impact_analysis()`. - -``` -POST /analysis/compare/economy -{ - "model": "policyengine_uk", - "dataset_id": "...", - "scenarios": [ - {"label": "baseline"}, - {"label": "reform", "policy_id": "..."}, - {"label": "reform_dynamic", "policy_id": "...", "dynamic_id": "..."} - ] -} - -→ Returns job_id - -GET /analysis/compare/economy/{job_id} -→ Returns: -{ - "status": "completed", - "scenarios": {...simulation results...}, - "comparisons": { - "reform": { - "relative_to": "baseline", - "decile_impacts": [...], - "budget_impact": {...}, - "winners_losers": {...} - }, - "reform_dynamic": {...} - } -} -``` - -### `/analysis/compare/household` - -Compare multiple scenarios for a household. - -``` -POST /analysis/compare/household -{ - "model": "policyengine_uk", - "household": {...}, - "year": 2026, - "scenarios": [ - {"label": "baseline"}, - {"label": "reform", "policy_id": "..."} - ] -} - -→ Returns all scenario results + computed differences -``` - -### `/analysis/aggregate/economy` (power user) - -Custom aggregation with full filter control. Directly exposes `Aggregate` / `ChangeAggregate`. - -``` -POST /analysis/aggregate/economy -{ - "model": "policyengine_uk", - "dataset_id": "...", - "simulation_id": "...", // or policy_id to create - "variable": "household_net_income", - "aggregate_type": "mean", - "entity": "household", - "filters": { - "quantile": {"variable": "household_net_income", "n": 10, "eq": 1} - } -} - -→ Returns single aggregate value -``` - -## Adding new analysis types - -To add a new common analysis (e.g. marginal tax rates): - -1. **policyengine package**: Add `MarginalTaxRate` output class and `calculate_marginal_rates()` function -2. **API**: Add `/analysis/marginal-rates/*` endpoint that wraps the function -3. **Modal**: Add function to run it - -The API endpoint is ~20 lines - just parameter parsing and calling the policyengine function. - -## URL structure summary - -``` -# Level 0: Simulations -POST /simulate/household -GET /simulate/household/{job_id} -POST /simulate/economy -GET /simulate/economy/{simulation_id} - -# Level 1: Common analyses (baked-in, trivial) -POST /analysis/decile-impact/economy -GET /analysis/decile-impact/economy/{job_id} -POST /analysis/budget-impact/economy -GET /analysis/budget-impact/economy/{job_id} -POST /analysis/winners-losers/economy -GET /analysis/winners-losers/economy/{job_id} - -# Level 1: Flexible analyses -POST /analysis/compare/economy -GET /analysis/compare/economy/{job_id} -POST /analysis/compare/household -GET /analysis/compare/household/{job_id} -POST /analysis/aggregate/economy -GET /analysis/aggregate/economy/{job_id} - -# Level 2: Reports (future) -POST /reports/policy-impact -GET /reports/policy-impact/{report_id} -``` - -## Use cases - -| Use case | Endpoint | -|----------|----------| -| My tax under current law | `/simulate/household` | -| Reform impact on my household | `/analysis/compare/household` with 2 scenarios | -| Revenue impact of reform | `/analysis/budget-impact/economy` | -| Decile breakdown of reform | `/analysis/decile-impact/economy` | -| Who wins and loses | `/analysis/winners-losers/economy` | -| Full reform analysis | `/analysis/compare/economy` | -| Compare 3 reform proposals | `/analysis/compare/economy` with 4 scenarios | -| Static vs dynamic comparison | `/analysis/compare/economy` with 3 scenarios | -| Custom aggregation | `/analysis/aggregate/economy` | - -## Migration - -Deprecate existing endpoints: -- `/household/calculate` → `/simulate/household` -- `/household/impact` → `/analysis/compare/household` -- `/analysis/economic-impact` → `/analysis/compare/economy` - -## Implementation notes - -1. All Modal functions import from `policyengine` package -2. API endpoints do minimal work: parse request, call Modal, store results -3. New analysis types require: - - Add to policyengine package (logic) - - Add API endpoint (orchestration) - - Add Modal function (compute) diff --git a/docs/README.md b/docs/README.md deleted file mode 100644 index 9d487a6..0000000 --- a/docs/README.md +++ /dev/null @@ -1,30 +0,0 @@ -This is a [Next.js](https://nextjs.org) project bootstrapped with [`create-next-app`](https://nextjs.org/docs/app/api-reference/cli/create-next-app). - -## Getting Started - -First, run the development server: - -```bash -bun dev -``` - -Open [http://localhost:3000](http://localhost:3000) with your browser to see the result. - -You can start editing the page by modifying `app/page.tsx`. The page auto-updates as you edit the file. - -This project uses [`next/font`](https://nextjs.org/docs/app/building-your-application/optimizing/fonts) to automatically optimize and load [Geist](https://vercel.com/font), a new font family for Vercel. - -## Learn More - -To learn more about Next.js, take a look at the following resources: - -- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js features and API. -- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial. - -You can check out [the Next.js GitHub repository](https://github.com/vercel/next.js) - your feedback and contributions are welcome! - -## Deploy on Vercel - -The easiest way to deploy your Next.js app is to use the [Vercel Platform](https://vercel.com/new?utm_medium=default-template&filter=next.js&utm_source=create-next-app&utm_campaign=create-next-app-readme) from the creators of Next.js. - -Check out our [Next.js deployment documentation](https://nextjs.org/docs/app/building-your-application/deploying) for more details. diff --git a/docs/api-v2-alpha-architecture.md b/docs/api-v2-alpha-architecture.md deleted file mode 100644 index 10924db..0000000 --- a/docs/api-v2-alpha-architecture.md +++ /dev/null @@ -1,264 +0,0 @@ -# policyengine-api-v2-alpha Deep Dive - -## Overview - -A **FastAPI backend** for tax-benefit policy microsimulations using PolicyEngine's UK and US models. It's designed as a thin orchestration layer that offloads heavy calculations to **Modal.com** serverless functions. - ---- - -## Architecture - -### Three-Level Hierarchy -``` -Level 2: Reports AI-generated analysis documents -Level 1: Analyses Comparisons (economy_comparison_*) -Level 0: Simulations Single calculations (simulate_household_*, simulate_economy_*) -``` - -### Request Flow -1. Client → FastAPI (Cloud Run) -2. API creates job record in **Supabase** and triggers **Modal.com** function -3. Modal runs calculation with pre-loaded PolicyEngine models (sub-1s cold start via memory snapshotting) -4. Modal writes results directly to Supabase -5. Client polls API until `status = "completed"` - ---- - -## Tech Stack - -| Component | Technology | -|-----------|------------| -| Framework | FastAPI + async | -| Database | Supabase (PostgreSQL) via SQLModel | -| Compute | Modal.com serverless | -| Storage | Supabase Storage (S3-compatible for .h5 datasets) | -| Package mgr | UV | -| Formatting | Ruff | -| Testing | Pytest + pytest-asyncio | -| Deployment | Terraform → GCP Cloud Run | -| Observability | Logfire (OpenTelemetry) | - ---- - -## Database Models (SQLModel) - -### Core Entities - -| Model | Purpose | Key Fields | -|-------|---------|------------| -| `TaxBenefitModel` | Country identifier | `name` ("uk"/"us") | -| `TaxBenefitModelVersion` | Version of model | `version`, FK to model | -| `Dataset` | Population microdata (.h5) | `filepath` (S3), `year` | -| `DatasetVersion` | Dataset versions | FK to dataset + model | -| `User` | Basic user info | `email`, `first_name`, `last_name` | - -### Policy System (Normalized) - -| Model | Purpose | Key Fields | -|-------|---------|------------| -| `Policy` | Policy reform definition | `name`, `description`, `simulation_modifier` (Python code) | -| `Parameter` | Tax/benefit parameter metadata | `name` (path), `label`, `data_type`, FK to model version | -| `ParameterValue` | Parameter values (baseline OR reform) | `value_json`, `start_date`, `policy_id` (NULL=baseline) | -| `Variable` | Model variables metadata | `name`, `entity`, `data_type`, `possible_values` | -| `Dynamic` | Behavioral response config | Similar to Policy | - -### Simulation & Results - -| Model | Purpose | Key Fields | -|-------|---------|------------| -| `Simulation` | Economy simulation instance | FK to dataset, policy, dynamic; `status` | -| `HouseholdJob` | Single household calculation | `request_data` (JSON), `result` (JSON), `status` | -| `Report` | Analysis report | FK to baseline_sim, reform_sim; `status`, `markdown` | -| `DecileImpact` | Income impacts by decile | FK to baseline/reform sims; `absolute_change`, `relative_change` | -| `ProgramStatistics` | Budget impacts by program | `baseline_total`, `reform_total`, `change` | -| `Poverty` | Poverty rate outputs | `poverty_type`, `headcount`, `rate` | -| `Inequality` | Inequality metrics | `gini`, `top_10_share`, `bottom_50_share` | -| `AggregateOutput` | Custom aggregations | `variable`, `aggregate_type`, `filter_config` | -| `ChangeAggregate` | Change aggregations | baseline vs reform comparison | - ---- - -## API Endpoints - -### Registered Routers (`api/__init__.py`) -``` -/datasets - Dataset CRUD + listing -/policies - Policy CRUD (POST, GET, LIST - no PATCH/DELETE) -/simulations - Simulation management -/parameters - Parameter metadata -/parameter-values - Parameter value CRUD -/variables - Variable metadata -/dynamics - Behavioral response configs -/tax-benefit-models - Model listing -/tax-benefit-model-versions - Version listing -/outputs - Result outputs -/change-aggregates - Comparison aggregates -/household/* - Household calculations (async) -/analysis/* - Economy-wide analysis (async) -/agent/* - AI agent endpoint (Claude Code) -``` - -### Key Endpoint Patterns - -**Async Pattern** (household, analysis): -``` -POST /household/calculate → {"job_id": "...", "status": "pending"} -GET /household/calculate/{job_id} → poll until status="completed" -``` - -**CRUD Pattern** (policies, datasets): -``` -POST /policies - Create -GET /policies - List all -GET /policies/{id} - Get by ID -(PATCH, DELETE - NOT implemented) -``` - ---- - -## Modal.com Functions (`modal_app.py`) - -| Function | Purpose | Resources | -|----------|---------|-----------| -| `simulate_household_uk` | UK household calc | 4GB RAM, 4 CPU | -| `simulate_household_us` | US household calc | 4GB RAM, 4 CPU | -| `simulate_economy_uk` | UK economy sim | 8GB RAM, 8 CPU | -| `simulate_economy_us` | US economy sim | 8GB RAM, 8 CPU | -| `economy_comparison_uk` | UK decile/budget analysis | 8GB RAM, 8 CPU, 30min timeout | -| `economy_comparison_us` | US decile/budget analysis | 8GB RAM, 8 CPU, 30min timeout | - -### Key Feature: Memory Snapshotting -```python -# UK image - uses run_function to snapshot imported modules in memory -uk_image = base_image.run_commands( - "uv pip install --system policyengine-uk>=2.0.0" -).run_function(_import_uk) # ← pre-loads uk_latest at build time -``` -This enables **sub-1s cold starts** - PolicyEngine models are already loaded in memory. - ---- - -## Database Migrations (`supabase/migrations/`) - -| Migration | Purpose | -|-----------|---------| -| `20241119000000_storage_bucket.sql` | Create datasets S3 bucket | -| `20241121000000_storage_policies.sql` | Storage access policies | -| `20251229000000_add_parameter_values_indexes.sql` | Index optimization | -| `20260103000000_add_poverty_inequality.sql` | Poverty/inequality tables | -| `20260108000000_add_simulation_modifier.sql` | Add `simulation_modifier` to policies | - -**Note**: Tables are auto-created by SQLModel on app startup, not via migrations. Migrations are only for: -- Storage bucket setup -- Adding indexes -- Schema alterations - ---- - -## Agent Endpoint (`/agent/*`) - -An AI-powered policy analysis feature using Claude Code: -- `POST /agent/run` - Start agent with a question -- `GET /agent/logs/{call_id}` - Poll for logs and result -- `GET /agent/status/{call_id}` - Quick status check -- `POST /agent/log/{call_id}` - Modal calls this to stream logs -- `POST /agent/complete/{call_id}` - Modal calls this when done - -Runs in: -- **Production**: Modal sandbox -- **Development**: Local background thread - ---- - -## Configuration (`config/settings.py`) - -Key settings loaded from environment: -- `DATABASE_URL` - Supabase Postgres connection -- `SUPABASE_URL` / `SUPABASE_KEY` - Supabase client -- `POLICYENGINE_API_URL` - Self-reference URL -- `AGENT_USE_MODAL` - True for production, False for local - ---- - -## Key Design Decisions - -1. **Normalized parameter storage** - `parameter_values` table with FKs instead of JSON blobs -2. **Async job pattern** - All heavy calculations return immediately with job_id -3. **Deterministic UUIDs** - Simulations/reports use uuid5 for deduplication -4. **Memory snapshotting** - PolicyEngine models loaded at Modal image build time -5. **SQLModel** - Single source of truth for DB schema and Pydantic validation -6. **simulation_modifier** - Python code injection for custom variable formulas - ---- - -## What's Missing (Gaps) - -| Feature | Status | -|---------|--------| -| `PATCH /policies/{id}` | Not implemented | -| `DELETE /policies/{id}` | Not implemented | -| User-policy associations | Not implemented | -| User-simulation associations | Not implemented | -| Authentication | No endpoints exposed | - ---- - -## File Structure - -``` -src/policyengine_api/ -├── api/ # FastAPI routers -│ ├── __init__.py # Router registration -│ ├── agent.py # AI agent endpoint -│ ├── analysis.py # Economy analysis -│ ├── household.py # Household calculations -│ ├── policies.py # Policy CRUD -│ ├── parameters.py # Parameter metadata -│ ├── parameter_values.py # Parameter values -│ └── ... -├── config/ -│ └── settings.py # Environment config -├── models/ # SQLModel definitions -│ ├── __init__.py # Model exports -│ ├── policy.py -│ ├── parameter.py -│ ├── parameter_value.py -│ ├── simulation.py -│ ├── report.py -│ └── ... -├── services/ -│ ├── database.py # DB session management -│ └── storage.py # Supabase storage client -├── main.py # FastAPI app entry point -└── modal_app.py # Modal serverless functions - -supabase/ -└── migrations/ # SQL migrations (storage, indexes) - -terraform/ # GCP Cloud Run infrastructure - -tests/ # Pytest tests -``` - ---- - -## Development Commands - -```bash -make install # Install dependencies with uv -make dev # Start supabase + api via docker compose -make test # Run unit tests -make integration-test # Full integration tests -make format # Ruff formatting -make lint # Ruff linting with auto-fix -make modal-deploy # Deploy Modal.com serverless functions -make init # Reset tables and storage -make seed # Populate UK/US models with variables, parameters, datasets -``` - ---- - -## Contributors - -- **Nikhil Woodruff** - Initial implementation (Nov 2025) -- **Anthony Volk** - Parameter values filtering and indexing (Dec 2025) diff --git a/docs/bun.lock b/docs/bun.lock deleted file mode 100644 index 8b46639..0000000 --- a/docs/bun.lock +++ /dev/null @@ -1,1088 +0,0 @@ -{ - "lockfileVersion": 1, - "configVersion": 1, - "workspaces": { - "": { - "name": "docs-site", - 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-const eslintConfig = defineConfig([ - ...nextVitals, - ...nextTs, - // Override default ignores of eslint-config-next. - globalIgnores([ - // Default ignores of eslint-config-next: - ".next/**", - "out/**", - "build/**", - "next-env.d.ts", - ]), -]); - -export default eslintConfig; diff --git a/docs/next.config.ts b/docs/next.config.ts deleted file mode 100644 index 33527ec..0000000 --- a/docs/next.config.ts +++ /dev/null @@ -1,12 +0,0 @@ -import type { NextConfig } from "next"; - -const nextConfig: NextConfig = { - output: "export", - basePath: "/docs", - trailingSlash: true, - images: { - unoptimized: true, - }, -}; - -export default nextConfig; diff --git a/docs/package.json b/docs/package.json deleted file mode 100644 index 4bafb7f..0000000 --- a/docs/package.json +++ /dev/null @@ -1,29 +0,0 @@ -{ - "name": "docs-site", - "version": "0.1.0", - "private": true, - "scripts": { - "dev": "next dev", - "build": "next build", - "start": "next start", - "lint": "eslint" - }, - "dependencies": { - "next": "16.0.10", - "react": "19.2.1", - "react-dom": "19.2.1", - "react-markdown": "^10.1.0", - "remark-breaks": "^4.0.0", - "remark-gfm": "^4.0.1" - }, - "devDependencies": { - "@tailwindcss/postcss": "^4", - "@types/node": "^20", - "@types/react": "^19", - "@types/react-dom": "^19", - "eslint": "^9", - "eslint-config-next": "16.0.10", - "tailwindcss": "^4", - "typescript": "^5" - } -} diff --git a/docs/policy-ingredient-status.md b/docs/policy-ingredient-status.md deleted file mode 100644 index e9c79a4..0000000 --- a/docs/policy-ingredient-status.md +++ /dev/null @@ -1,271 +0,0 @@ -# Policy Ingredient Status in API v2 Alpha - -This document summarizes the current state of the policy ingredient implementation in `policyengine-api-v2-alpha`, compares it to API v1, and outlines gaps and recommendations for migration. - -## Current Implementation - -### Database Tables - -The policy system uses a normalized relational model with two main tables: - -#### `policies` table -| Column | Type | Description | -|--------|------|-------------| -| `id` | UUID | Primary key, auto-generated | -| `name` | str | Policy name (required) | -| `description` | str \| None | Optional description | -| `simulation_modifier` | str \| None | Python code for custom variable formulas | -| `created_at` | datetime | Auto-generated UTC timestamp | -| `updated_at` | datetime | Auto-generated UTC timestamp | - -#### `parameter_values` table -| Column | Type | Description | -|--------|------|-------------| -| `id` | UUID | Primary key | -| `parameter_id` | UUID | FK to `parameters` table | -| `policy_id` | UUID \| None | FK to `policies` (NULL = baseline/current law) | -| `dynamic_id` | UUID \| None | FK to `dynamics` table | -| `value_json` | Any | The actual parameter value (JSON) | -| `start_date` | datetime | Effective start date | -| `end_date` | datetime \| None | Effective end date | -| `created_at` | datetime | Auto-generated | - -**Key design:** `parameter_values` stores BOTH baseline values (`policy_id IS NULL`) AND reform values (`policy_id = `). Each policy is self-contained with its own set of parameter value overrides - this is intentional, not a normalization issue. When running simulations, baseline (NULL) vs reform (policy_id = X) values are compared to compute impacts. - -### Supporting Tables - -#### `parameters` table (metadata) -| Column | Type | Description | -|--------|------|-------------| -| `id` | UUID | Primary key | -| `name` | str | Parameter path (e.g., `gov.irs.ctc.max`) | -| `label` | str \| None | Human-readable label | -| `description` | str \| None | Documentation | -| `data_type` | str \| None | Value type | -| `unit` | str \| None | Unit of measurement | -| `tax_benefit_model_version_id` | UUID | FK to model version | -| `created_at` | datetime | Auto-generated | - -#### `tax_benefit_models` table -| Column | Type | Description | -|--------|------|-------------| -| `id` | UUID | Primary key | -| `name` | str | Country identifier ("uk" or "us") | -| `description` | str \| None | Optional | -| `created_at` | datetime | Auto-generated | - -### API Endpoints - -| Method | Path | Status | Description | -|--------|------|--------|-------------| -| `POST` | `/policies` | ✅ Implemented | Create policy with parameter values | -| `GET` | `/policies` | ✅ Implemented | List all policies | -| `GET` | `/policies/{id}` | ✅ Implemented | Get policy by ID | -| `PATCH` | `/policies/{id}` | ❌ Missing | Update policy | -| `DELETE` | `/policies/{id}` | ❌ Missing | Delete policy | - -### Files - -| File | Purpose | -|------|---------| -| `src/policyengine_api/models/policy.py` | SQLModel definitions | -| `src/policyengine_api/models/parameter_value.py` | Parameter value model | -| `src/policyengine_api/api/policies.py` | Policy router/endpoints | -| `src/policyengine_api/api/parameter_values.py` | Parameter values router | -| `tests/test_policies.py` | Basic CRUD tests | - -### Contributors - -- **Nikhil Woodruff** - Initial implementation (Nov 2025) -- **Anthony Volk** - Added parameter_values filtering and indexing (Dec 2025) - ---- - -## Comparison: API v1 vs API v2 Alpha - -### URL Structure - -| Aspect | API v1 | API v2 Alpha | -|--------|--------|--------------| -| Create | `POST /{country_id}/policy` | `POST /policies` | -| Get | `GET /{country_id}/policy/{id}` | `GET /policies/{id}` | -| List | `GET /{country_id}/policies` | `GET /policies` | - -**Key difference:** v1 has country in URL path; v2 does not. - -### Country Handling - -| API v1 | API v2 Alpha | -|--------|--------------| -| Country in URL path (`/us/policy/123`) | Country determined by `tax_benefit_model_name` in request body | -| `@validate_country` decorator | No explicit country validation on policy endpoints | -| Policy implicitly scoped to country | Policy is country-agnostic; country context from analysis request | - -### Policy Storage - -| API v1 | API v2 Alpha | -|--------|--------------| -| `policy_hash` - hash of JSON blob | `parameter_values` - relational FK to parameters | -| Policy content stored as JSON | Policy content normalized in separate table | -| Embedded values in metadata response | Separate queries for parameter values | - -### Metadata Response (Parameters) - -**API v1 - Embedded values:** -```json -{ - "gov.irs.ctc.max": { - "type": "parameter", - "label": "CTC maximum", - "values": { - "2024-01-01": 2000, - "2023-01-01": 2000, - "2022-01-01": 2000 - } - } -} -``` - -**API v2 Alpha - Normalized:** -``` --- parameters table -id | name | label -1 | gov.irs.ctc.max | CTC maximum - --- parameter_values table -id | parameter_id | start_date | value_json | policy_id -1 | 1 | 2024-01-01 | 2000 | NULL (baseline) -2 | 1 | 2024-01-01 | 3000 | -``` - -### User Associations - -| API v1 | API v2 Alpha | -|--------|--------------| -| `user_policies` table exists in code | Not implemented | -| Endpoints NOT exposed (dead code) | No user association tables/endpoints | -| Fields: `user_id`, `reform_id`, `baseline_id`, `year`, `geography`, etc. | N/A | - ---- - -## Pros and Cons - -### API v2 Alpha Advantages - -| Pro | Explanation | -|-----|-------------| -| **Normalized schema** | Easier to query specific parameter changes without parsing JSON | -| **Relational integrity** | FK constraints ensure valid parameter references | -| **Better indexing** | Can index on `parameter_id`, `policy_id`, `start_date` | -| **Audit trail** | Each parameter value has its own `created_at` | -| **Cleaner reform diffs** | Query `WHERE policy_id = X` to see all reform changes | - -### API v2 Alpha Disadvantages - -| Con | Explanation | -|-----|-------------| -| **No country on policy** | Can't filter policies by country at DB level | -| **No user associations** | Must be built from scratch | -| **Missing PATCH/DELETE** | Incomplete CRUD | -| **No label field** | Only `name` + `description`, no user-friendly `label` | -| **More complex queries** | JOIN required to get policy with values | - -### API v1 Advantages - -| Pro | Explanation | -|-----|-------------| -| **Country in URL** | Clear API contract, easy filtering | -| **Simple storage** | Policy is a single JSON blob | -| **User associations designed** | Schema exists (though not exposed) | - -### API v1 Disadvantages - -| Con | Explanation | -|-----|-------------| -| **JSON blob parsing** | Must parse to query specific parameters | -| **No referential integrity** | Policy JSON could reference invalid parameters | -| **Harder to diff** | Must compare two JSON blobs to see changes | - ---- - -## Gaps for Migration - -### Must Have - -1. **User associations table and endpoints** - - `user_policies` table with `user_id`, `policy_id`, `label`, `created_at` - - `POST /user-policies` - Create association - - `GET /user-policies?user_id=X` - List user's policies - - `DELETE /user-policies/{id}` - Remove association - -2. **PATCH endpoint for policies** - - Update `name`, `description` - - Update parameter values - -3. **DELETE endpoint for policies** - - Cascade delete parameter values - -### Should Have - -4. **Country validation** - - Either add `country_id` to policy model OR - - Validate at creation that all parameter_ids belong to same country - -5. **Label field on policy** - - User-friendly display name separate from `name` - -### Nice to Have - -6. **Soft delete** - - `deleted_at` field instead of hard delete - -7. **Policy versioning** - - Track changes over time - ---- - -## Suggested Schema Changes - -### Option A: Add country_id to Policy - -```python -class Policy(PolicyBase, table=True): - # ... existing fields ... - country_id: str # "us" or "uk" -``` - -**Pros:** Simple filtering, matches v1 pattern -**Cons:** Redundant with parameter → tax_benefit_model → name - -### Option B: Derive country from parameters (current approach) - -Keep as-is, derive country from first parameter's tax_benefit_model. - -**Pros:** No schema change, DRY -**Cons:** Requires JOIN to filter by country - -### Recommendation: Option A - -Add explicit `country_id` for simpler queries and clearer data model. - ---- - -## Next Steps - -1. [ ] Add `country_id` to Policy model -2. [ ] Add `label` field to Policy model -3. [ ] Create UserPolicy model and table -4. [ ] Implement `PATCH /policies/{id}` endpoint -5. [ ] Implement `DELETE /policies/{id}` endpoint -6. [ ] Implement user policy association endpoints -7. [ ] Add database migration for schema changes -8. [ ] Update tests - ---- - -## References - -- Policy model: `src/policyengine_api/models/policy.py` -- Policy router: `src/policyengine_api/api/policies.py` -- Parameter value model: `src/policyengine_api/models/parameter_value.py` -- Tests: `tests/test_policies.py` diff --git a/docs/postcss.config.mjs b/docs/postcss.config.mjs deleted file mode 100644 index 61e3684..0000000 --- a/docs/postcss.config.mjs +++ /dev/null @@ -1,7 +0,0 @@ -const config = { - plugins: { - "@tailwindcss/postcss": {}, - }, -}; - -export default config; diff --git a/docs/public/file.svg b/docs/public/file.svg deleted file mode 100644 index 004145c..0000000 --- a/docs/public/file.svg +++ /dev/null @@ -1 +0,0 @@ - \ No newline at end of file diff --git a/docs/public/globe.svg b/docs/public/globe.svg deleted file mode 100644 index 567f17b..0000000 --- a/docs/public/globe.svg +++ /dev/null @@ -1 +0,0 @@ - \ No newline at end of file diff --git a/docs/public/next.svg b/docs/public/next.svg deleted file mode 100644 index 5174b28..0000000 --- a/docs/public/next.svg +++ /dev/null @@ -1 +0,0 @@ - \ No newline at end of file diff --git a/docs/public/vercel.svg b/docs/public/vercel.svg deleted file mode 100644 index 7705396..0000000 --- a/docs/public/vercel.svg +++ /dev/null @@ -1 +0,0 @@ - \ No newline at end of file diff --git a/docs/public/window.svg b/docs/public/window.svg deleted file mode 100644 index b2b2a44..0000000 --- a/docs/public/window.svg +++ /dev/null @@ -1 +0,0 @@ - \ No newline at end of file diff --git a/docs/src/app/agent/page.tsx b/docs/src/app/agent/page.tsx deleted file mode 100644 index 7f18816..0000000 --- a/docs/src/app/agent/page.tsx +++ /dev/null @@ -1,45 +0,0 @@ -import { PolicyChat } from "../../components/policy-chat"; - -export default function DemoPage() { - return ( -
-

- AI policy analyst -

-

- Ask questions in natural language and get AI-generated policy analysis reports. -

- -
-
-

- How it works -

-

- This demo uses an AI agent powered by Claude that interacts with the PolicyEngine API to answer your questions. - When you ask a question, the agent: -

-
    -
  1. Searches for relevant policy parameters
    2. -
  2. Creates a policy reform based on your question
    3. -
  3. Runs an economy-wide impact analysis
    4. -
  4. Generates a report with the findings
    5. -
-

- Analysis typically takes 30-60 seconds as it runs full microsimulations on population data. -

-
- - - -
-

- Note: This is a demo of the API's capabilities. - Results are from real PolicyEngine microsimulations but should be verified for policy research. - The agent uses Claude Sonnet via a Modal Sandbox for secure, isolated execution. -

-
-
-
- ); -} diff --git a/docs/src/app/architecture/page.tsx b/docs/src/app/architecture/page.tsx deleted file mode 100644 index 9a168c7..0000000 --- a/docs/src/app/architecture/page.tsx +++ /dev/null @@ -1,138 +0,0 @@ -export default function ArchitecturePage() { - return ( -
-

- Architecture -

-

- The PolicyEngine API v2 is a distributed system for running tax-benefit microsimulations with persistence and async processing. -

- -
-
-

Components

- -
-
-

API server

-

- FastAPI application exposing RESTful endpoints for creating and managing datasets, defining policy reforms, queueing simulations, and computing aggregates. The server validates requests, persists to PostgreSQL, and queues background tasks. -

-
- -
-

Database

-

- PostgreSQL (via Supabase) stores all persistent data using SQLModel for type-safe ORM with Pydantic integration. -

-
- {["datasets", "policies", "simulations", "aggregates", "reports", "decile_impacts", "program_statistics", "parameters"].map((table) => ( - - {table} - - ))} -
-
- -
-

Worker

-

- Background workers poll for pending simulations and reports. They load datasets from storage, run PolicyEngine simulations, compute aggregates and impact statistics, then store results to the database. -

-
- -
-

Storage

-

- Dataset files (HDF5 format) are stored in Supabase Storage with local caching for performance. The storage layer handles downloads and caching transparently. -

-
-
-
- -
-

Request flow

- -
- {[ - "Client creates simulation via POST /analysis/economic-impact", - "API validates request and persists simulation + report records", - "API returns pending status immediately", - "Worker picks up pending simulation from queue", - "Worker loads dataset and runs PolicyEngine simulation", - "Worker updates simulation status to completed", - "Worker picks up pending report", - "Worker computes decile impacts and program statistics", - "Client polls GET /analysis/economic-impact/{id} to check status", - "Once complete, response includes full analysis results", - ].map((step, index) => ( -
- - {index + 1} - -

{step}

-
- ))} -
-
- -
-

Data models

-

- All models follow Pydantic/SQLModel patterns for type safety across API, database, and business logic: -

- -
-
- Base -

Shared fields across models

-
-
- Table -

Database model with ID and timestamps

-
-
- Create -

Request schema (no ID)

-
-
- Read -

Response schema (with ID and timestamps)

-
-
-
- -
-

Scaling

- -
-
-

API scaling

-

- Multiple uvicorn workers behind load balancer for horizontal scaling. -

-
-
-

Worker scaling

-

- Increase worker count for parallel simulation processing. -

-
-
-

Database

-

- PostgreSQL supports read replicas for high read throughput. -

-
-
-

Caching

-

- Deterministic UUIDs ensure same requests reuse cached results. -

-
-
-
-
-
- ); -} diff --git a/docs/src/app/design/page.tsx b/docs/src/app/design/page.tsx deleted file mode 100644 index b700d90..0000000 --- a/docs/src/app/design/page.tsx +++ /dev/null @@ -1,151 +0,0 @@ -export default function DesignPage() { - return ( -
-

- API hierarchy design -

-

- Three-level architecture for simulations, analyses, and reports. -

- -
-
-

Levels of analysis

- -
-
-
- Level 2 -

Reports

-
-

- AI-generated documents orchestrating multiple jobs. Future feature. -

-
- -
-
- Level 1 -

Analyses

-
-

- Operations on simulations - thin wrappers around policyengine package functions. -

-
- /analysis/decile-impact/* - /analysis/budget-impact/* - /analysis/winners-losers/* - /analysis/compare/* -
-
- -
-
- Level 0 -

Simulations

-
-

- Single world-state calculations - the foundation for all analyses. -

-
- /simulate/household - /simulate/economy -
-
-
-
- -
-

Modal functions

-

- All compute runs on Modal.com serverless functions with sub-1s cold starts. -

- -
- - - - - - - - - - - - - - - - - - - - - -
FunctionPurpose
simulate_household_uk/usSingle household calculation
simulate_economy_uk/usSingle economy simulation
economy_comparison_uk/usEconomy comparison (decile impacts, budget)
-
-
- -
-

Mapping to policyengine package

- -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
API endpointpolicyengine function
/simulate/householdcalculate_household_impact()
/simulate/economySimulation.run()
/analysis/decile-impact/*calculate_decile_impacts()
/analysis/budget-impact/*ProgrammeStatistics
/analysis/winners-losers/*ChangeAggregate
-
-
- -
-

Use cases

- -
- {[ - { case: "My tax under current law", endpoint: "/simulate/household" }, - { case: "Reform impact on my household", endpoint: "/analysis/compare/household" }, - { case: "Revenue impact of reform", endpoint: "/analysis/budget-impact/economy" }, - { case: "Decile breakdown of reform", endpoint: "/analysis/decile-impact/economy" }, - { case: "Who wins and loses", endpoint: "/analysis/winners-losers/economy" }, - { case: "Full reform analysis", endpoint: "/analysis/compare/economy" }, - ].map((item) => ( -
- {item.case} - - {item.endpoint} - -
- ))} -
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/aggregates/page.tsx b/docs/src/app/endpoints/aggregates/page.tsx deleted file mode 100644 index 11b5f40..0000000 --- a/docs/src/app/endpoints/aggregates/page.tsx +++ /dev/null @@ -1,127 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function AggregatesPage() { - return ( -
-

- Aggregates -

-

- Compute aggregate statistics from simulation results. Supports sums, means, and counts with optional filtering. Accepts a list of specifications. -

- -
-
-

- List aggregates -

- -
- -
-

- Get aggregate -

- -
- -
-

- Create aggregates (batch) -

- -
- -
-

- Aggregate specification -

-
-
- simulation_id - UUID - Source simulation -
-
- variable - string - Variable name to aggregate -
-
- aggregate_type - sum | mean | count -
-
- entity - string - Entity level (person, household, benunit, etc.) -
-
- filter_config - object | null - Optional quantile filtering -
-
-
- -
-

- Aggregate types -

-
-
- sum - Total across population (weighted) -
-
- mean - Weighted average -
-
- count - Number of entities (weighted) -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/change-aggregates/page.tsx b/docs/src/app/endpoints/change-aggregates/page.tsx deleted file mode 100644 index 980a4e0..0000000 --- a/docs/src/app/endpoints/change-aggregates/page.tsx +++ /dev/null @@ -1,139 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function ChangeAggregatesPage() { - return ( -
-

- Change aggregates -

-

- Compute change statistics comparing baseline vs reform simulations. Accepts a list of specifications. -

- -
-
-

- List change aggregates -

- -
- -
-

- Get change aggregate -

- -
- -
-

- Create change aggregates (batch) -

- -
- -
-

- Change aggregate specification -

-
-
- baseline_simulation_id - UUID - Baseline simulation -
-
- reform_simulation_id - UUID - Reform simulation -
-
- variable - string - Variable name to compare -
-
- aggregate_type - sum | mean | count -
-
- entity - string - Entity level -
-
- change_geq - number | null - Filter: change greater than or equal to -
-
- change_leq - number | null - Filter: change less than or equal to -
-
-
- -
-

- Aggregate types -

-
-
- sum - Total change across population (weighted) -
-
- mean - Weighted average change -
-
- count - Number of entities (use with change_geq/change_leq to count winners/losers) -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/datasets/page.tsx b/docs/src/app/endpoints/datasets/page.tsx deleted file mode 100644 index a260323..0000000 --- a/docs/src/app/endpoints/datasets/page.tsx +++ /dev/null @@ -1,143 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function DatasetsPage() { - return ( -
-

- Datasets -

-

- Manage microdata datasets for tax-benefit simulations. -

- -
-
-

- List datasets -

- -
- -
-

- Get dataset -

- -
- -
-

- Create dataset -

- -
- -
-

- Request parameters -

-
-
- name - string - Human-readable dataset name -
-
- description - string | null - Optional description -
-
- filepath - string - Path to HDF5 file in storage -
-
- year - integer - Simulation year for this dataset -
-
- tax_benefit_model_version_id - UUID - Model version this dataset is compatible with -
-
-
- -
-

- Delete dataset -

- -
- -
-

- Dataset object -

-
-
- id - UUID - Unique identifier -
-
- name - string - Human-readable name -
-
- description - string | null - Optional description -
-
- filepath - string - Path in storage bucket -
-
- year - integer - Simulation year -
-
- created_at - datetime - Creation timestamp -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/dynamics/page.tsx b/docs/src/app/endpoints/dynamics/page.tsx deleted file mode 100644 index 6400a4d..0000000 --- a/docs/src/app/endpoints/dynamics/page.tsx +++ /dev/null @@ -1,138 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function DynamicsPage() { - return ( -
-

- Dynamics -

-

- Define behavioural response models that modify simulation parameters based on policy changes. -

- -
-
-

- List dynamics -

- -
- -
-

- Get dynamic -

- -
- -
-

- Create dynamic -

- -
- -
-

- Request parameters -

-
-
- name - string - Model name -
-
- description - string | null - Optional description -
-
- parameter_values - array - Behavioural parameter modifications (see below) -
-
-
- -
-

- Parameter value object -

-
-
- parameter_id - UUID - Reference to parameter -
-
- value_json - object - New parameter value -
-
- start_date - date - When change takes effect -
-
- end_date - date - When change ends -
-
-
- -
-

- Dynamic object -

-
-
- id - UUID - Unique identifier -
-
- name - string - Model name -
-
- description - string | null - Optional description -
-
- parameter_values - array - Behavioural parameter modifications -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/economic-impact/page.tsx b/docs/src/app/endpoints/economic-impact/page.tsx deleted file mode 100644 index feab5af..0000000 --- a/docs/src/app/endpoints/economic-impact/page.tsx +++ /dev/null @@ -1,272 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; -import { JsonViewer } from "@/components/json-viewer"; - -export default function EconomicImpactPage() { - return ( -
-

- Economic impact -

-

- Calculate the distributional impact of policy reforms. Compares reform scenario against baseline and produces decile-level analysis plus program statistics. -

- -
-

- Recommended endpoint: This is the primary way to analyse policy reforms. It handles simulation creation, comparison, and statistical analysis automatically. -

-
- -
-
-

- Create economic impact analysis -

- -
- -
-

- Get economic impact status -

- -
- -
-

- Request parameters -

-
-
- tax_benefit_model_name - policyengine_uk or policyengine_us -
-
- dataset_id - UUID - Dataset to run simulations on -
-
- policy_id - UUID | null - Reform policy (baseline uses current law) -
-
- dynamic_id - UUID | null - Optional behavioural response model -
-
-
- -
-

- Example response (completed) -

-
- -
-
- -
-

- Decile impact object -

-
-
- decile - integer (1-10) - Income decile -
-
- income_variable - string - Variable used for decile ranking -
-
- baseline_mean - number - Mean income under baseline -
-
- reform_mean - number - Mean income under reform -
-
- absolute_change - number - reform_mean - baseline_mean -
-
- relative_change - number - Percentage change (0.05 = 5%) -
-
- count_better_off - number - People gaining from reform -
-
- count_worse_off - number - People losing from reform -
-
-
- -
-

- Program statistics object -

-
-
- program_name - string - Tax or benefit name -
-
- entity - string - Entity level (person, household, etc.) -
-
- is_tax - boolean - True for taxes, false for benefits -
-
- baseline_total - number - Total revenue/spending under baseline -
-
- reform_total - number - Total revenue/spending under reform -
-
- change - number - Difference (reform - baseline) -
-
- winners - number - Count of people benefiting -
-
- losers - number - Count of people losing out -
-
-
- -
-

- Programs analysed -

-
-
-

UK

-
    -
  • income_tax
    • -
  • national_insurance
    • -
  • vat
    • -
  • council_tax
    • -
  • universal_credit
    • -
  • child_benefit
    • -
  • pension_credit
    • -
  • income_support
    • -
  • working_tax_credit
    • -
  • child_tax_credit
    • -
-
-
-

US

-
    -
  • income_tax
    • -
  • employee_payroll_tax
    • -
  • snap
    • -
  • tanf
    • -
  • ssi
    • -
  • social_security
    • -
-
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/household-impact/page.tsx b/docs/src/app/endpoints/household-impact/page.tsx deleted file mode 100644 index 94f3f62..0000000 --- a/docs/src/app/endpoints/household-impact/page.tsx +++ /dev/null @@ -1,131 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; -import { JsonViewer } from "@/components/json-viewer"; - -export default function HouseholdImpactPage() { - return ( -
-

- Household impact comparison -

-

- Compare a household under baseline (current law) vs a policy reform. Returns both calculations plus computed differences. -

- -
-
-

- Calculate household impact -

- -
- -
-

- Request parameters -

-
-
- tax_benefit_model_name - policyengine_uk or policyengine_us -
-
- people - Array of person objects (age, employment_income, etc.) -
-
- household - Household-level variables (region, etc.) -
-
- year - integer | null - Simulation year -
-
- policy_id - UUID | null - Reform policy to compare against baseline -
-
- dynamic_id - UUID | null - Optional behavioural response model -
-
-
- -
-

- Example response -

-
- -
-
- -
-

- Response structure -

-
-
- baseline - Full household calculation under current law -
-
- reform - Full household calculation with policy applied -
-
- impact - Computed differences (baseline, reform, change) for numeric variables -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/household/page.tsx b/docs/src/app/endpoints/household/page.tsx deleted file mode 100644 index 8b24c1f..0000000 --- a/docs/src/app/endpoints/household/page.tsx +++ /dev/null @@ -1,98 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function HouseholdPage() { - return ( -
-

- Household calculate -

-

- Calculate tax and benefit impacts for a single household. Returns computed values for all variables. -

- -
-
-

- Calculate household -

- -
- -
-

- Request parameters -

-
-
- tax_benefit_model_name - policyengine_uk or policyengine_us -
-
- people - Array of person objects with variable values (e.g., age, employment_income) -
-
- benunit - UK: Benefit unit configuration -
-
- household - Household-level variables -
-
- year - Simulation year (default: 2026 UK, 2024 US) -
-
- policy_id - UUID | null - Optional policy reform to apply -
-
-
- -
-

- US-specific entities -

-
-
- marital_unit - US marital unit configuration -
-
- family - US family configuration -
-
- spm_unit - US SPM unit configuration -
-
- tax_unit - US tax unit configuration -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/parameters/page.tsx b/docs/src/app/endpoints/parameters/page.tsx deleted file mode 100644 index d9f62ad..0000000 --- a/docs/src/app/endpoints/parameters/page.tsx +++ /dev/null @@ -1,103 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function ParametersPage() { - return ( -
-

- Parameters -

-

- Tax-benefit system parameters that can be modified in policy reforms. Each parameter has a name, description, and default values over time. -

- -
-
-

- List parameters -

- -
- -
-

- Get parameter -

- -
- -
-

- List parameter values -

- -
- -
-

- Parameter object -

-
-
- id - UUID - Unique identifier -
-
- name - string - Full parameter path -
-
- label - string - Human-readable label -
-
- description - string | null - Detailed description -
-
- unit - string | null - Unit (currency, percent, etc.) -
-
-
- -
-

- Example UK parameters -

-
- - gov.hmrc.income_tax.allowances.personal_allowance.amount - - - gov.hmrc.income_tax.rates.uk.basic - - - gov.dwp.universal_credit.elements.standard_allowance.single_young - -
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/policies/page.tsx b/docs/src/app/endpoints/policies/page.tsx deleted file mode 100644 index eefba8e..0000000 --- a/docs/src/app/endpoints/policies/page.tsx +++ /dev/null @@ -1,160 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function PoliciesPage() { - return ( -
-

- Policies -

-

- Define policy reforms by modifying tax-benefit system parameters. -

- -
-
-

- List policies -

- -
- -
-

- Get policy -

- -
- -
-

- Create policy -

- -
- -
-

- Request parameters -

-
-
- name - string - Policy name -
-
- description - string | null - Optional description -
-
- parameter_values - array - Parameter modifications (see below) -
-
-
- -
-

- Delete policy -

- -
- -
-

- Policy object -

-
-
- id - UUID - Unique identifier -
-
- name - string - Policy name -
-
- description - string | null - Optional description -
-
- parameter_values - array - Parameter modifications -
-
- created_at - datetime - Creation timestamp -
-
-
- -
-

- Parameter value object -

-
-
- parameter_id - UUID - Reference to parameter -
-
- value_json - object - New parameter value -
-
- start_date - date - When change takes effect -
-
- end_date - date - When change ends -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/simulations/page.tsx b/docs/src/app/endpoints/simulations/page.tsx deleted file mode 100644 index 75e5d8f..0000000 --- a/docs/src/app/endpoints/simulations/page.tsx +++ /dev/null @@ -1,158 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function SimulationsPage() { - return ( -
-

- Simulations -

-

- Run tax-benefit microsimulations on datasets. Simulations are processed asynchronously by background workers. -

- -
-

- Note: Simulations use deterministic UUIDs based on inputs. Requesting the same simulation twice returns the cached result instead of running again. -

-
- -
-
-

- List simulations -

- -
- -
-

- Get simulation -

- -
- -
-

- Create simulation -

- -
- -
-

- Request parameters -

-
-
- dataset_id - UUID - Dataset to run simulation on -
-
- tax_benefit_model_version_id - UUID - Model version to use -
-
- policy_id - UUID | null - Optional policy reform -
-
- dynamic_id - UUID | null - Optional behavioural response model -
-
-
- -
-

- Response object -

-
-
- id - UUID - Deterministic identifier -
-
- dataset_id - UUID - Reference to dataset -
-
- policy_id - UUID | null - Optional policy reform -
-
- dynamic_id - UUID | null - Optional behavioural response -
-
- status - enum - pending | running | completed | failed -
-
- error_message - string | null - Error details if failed -
-
- started_at - datetime | null - When processing started -
-
- completed_at - datetime | null - When processing finished -
-
-
- -
-

- Status values -

-
-
- pending - Queued, waiting for worker -
-
- running - Worker is processing -
-
- completed - Successfully finished -
-
- failed - Error occurred (see error_message) -
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/tax-benefit-models/page.tsx b/docs/src/app/endpoints/tax-benefit-models/page.tsx deleted file mode 100644 index 45a6c06..0000000 --- a/docs/src/app/endpoints/tax-benefit-models/page.tsx +++ /dev/null @@ -1,96 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function TaxBenefitModelsPage() { - return ( -
-

- Tax benefit models -

-

- Available tax-benefit system models (UK and US). Each model has versions with associated variables and parameters. -

- -
-
-

- List models -

- -
- -
-

- Get model -

- -
- -
-

- List model versions -

- -
- -
-

- Get model version -

- -
- -
-

- Available models -

-
-
- policyengine-uk -

- UK tax and benefit system including income tax, NI, benefits, and more. -

-
-
- policyengine-us -

- US federal and state tax system including income tax, payroll tax, SNAP, TANF, etc. -

-
-
-
-
-
- ); -} diff --git a/docs/src/app/endpoints/variables/page.tsx b/docs/src/app/endpoints/variables/page.tsx deleted file mode 100644 index 2eabb27..0000000 --- a/docs/src/app/endpoints/variables/page.tsx +++ /dev/null @@ -1,105 +0,0 @@ -"use client"; - -import { ApiPlayground } from "@/components/api-playground"; - -export default function VariablesPage() { - return ( -
-

- Variables -

-

- Tax-benefit system variables that can be calculated or used as inputs. Variables are associated with model versions. -

- -
-
-

- List variables -

- -
- -
-

- Get variable -

- -
- -
-

- Variable object -

-
-
- id - UUID - Unique identifier -
-
- name - string - Variable name (e.g., income_tax) -
-
- label - string - Human-readable label -
-
- description - string | null - Detailed description -
-
- entity - string - Entity level (person, household, etc.) -
-
- value_type - string - Data type (float, int, bool, enum) -
-
- unit - string | null - Unit of measurement -
-
-
- -
-

- Common UK variables -

-
- {["income_tax", "national_insurance", "universal_credit", "child_benefit", "council_tax", "household_net_income", "employment_income", "pension_income"].map((v) => ( - {v} - ))} -
-
- -
-

- Common US variables -

-
- {["income_tax", "employee_payroll_tax", "snap", "tanf", "ssi", "social_security", "employment_income", "spm_unit_net_income"].map((v) => ( - {v} - ))} -
-
-
-
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--color-text-muted: #94a3b8; - - /* Code colors */ - --color-code-bg: #1e293b; - --color-code-text: #e2e8f0; - - /* Status colors */ - --color-success: #16a34a; - --color-error: #dc2626; - --color-warning: #d97706; - --color-info: #2563eb; - - /* Typography */ - --font-sans: "Inter", ui-sans-serif, system-ui, sans-serif; - --font-mono: "JetBrains Mono", ui-monospace, monospace; - --font-display: "Instrument Serif", Georgia, serif; -} - -body { - font-family: var(--font-sans); - background: var(--color-surface); - color: var(--color-text-primary); - -webkit-font-smoothing: antialiased; - -moz-osx-font-smoothing: grayscale; -} - -/* Custom scrollbar */ -::-webkit-scrollbar { - width: 8px; - height: 8px; -} - -::-webkit-scrollbar-track { - background: var(--color-surface-sunken); -} - -::-webkit-scrollbar-thumb { - background: var(--color-border-strong); - border-radius: 4px; -} - -::-webkit-scrollbar-thumb:hover { - background: var(--color-pe-gray); -} - -/* Code block styling */ -pre { - font-family: var(--font-mono); - font-size: 13px; - line-height: 1.6; -} - -code { - font-family: var(--font-mono); -} - -/* Method badges */ -.method-get { background: #dbeafe; color: #1d4ed8; } -.method-post { background: #dcfce7; color: #16a34a; } -.method-put { background: #fef3c7; color: #d97706; } -.method-delete { background: #fee2e2; color: #dc2626; } - -/* Smooth transitions */ -* { - transition-property: background-color, border-color, color, fill, stroke, opacity, box-shadow, transform; - transition-timing-function: cubic-bezier(0.4, 0, 0.2, 1); - transition-duration: 150ms; -} - -/* Focus states */ -*:focus-visible { - outline: 2px solid var(--color-pe-green); - outline-offset: 2px; -} - -/* Selection */ -::selection { - background: var(--color-pe-green); - color: white; -} - -/* Agent response content */ -.response-content { - font-family: var(--font-inter), -apple-system, BlinkMacSystemFont, sans-serif; - font-size: 15px; - line-height: 1.7; - color: #1e293b; - -webkit-font-smoothing: antialiased; -} -.response-content p { - margin: 0.75em 0; -} -.response-content p:first-child { - margin-top: 0; -} -.response-content p:last-child { - margin-bottom: 0; -} -.response-content h1, -.response-content h2, -.response-content h3 { - font-weight: 600; - color: #0f172a; - margin-top: 1.25em; - margin-bottom: 0.5em; - line-height: 1.3; -} -.response-content h1 { - font-size: 1.2em; -} -.response-content h2 { - font-size: 1.1em; -} -.response-content h3 { - font-size: 1em; -} -.response-content h1:first-child, -.response-content h2:first-child, -.response-content h3:first-child { - margin-top: 0; -} -.response-content strong { - font-weight: 600; - color: #0f172a; -} -.response-content ul { - margin: 0.75em 0; - padding-left: 1.25em; - list-style-type: disc; -} -.response-content ol { - margin: 0.75em 0; - padding-left: 1.25em; - list-style-type: decimal; -} -.response-content li { - margin: 0.35em 0; - padding-left: 0.25em; -} -.response-content ul ul { - list-style-type: circle; -} -.response-content ul ul ul { - list-style-type: square; -} -.response-content code { - font-family: "JetBrains Mono", ui-monospace, monospace; - font-size: 0.875em; - background: #f1f5f9; - padding: 0.2em 0.4em; - border-radius: 4px; - color: #334155; -} -.response-content pre { - font-family: "JetBrains Mono", ui-monospace, monospace; - font-size: 13px; - background: #1e293b; - color: #e2e8f0; - padding: 1em 1.25em; - border-radius: 8px; - overflow-x: auto; - margin: 1em 0; - line-height: 1.6; -} -.response-content pre code { - background: none; - padding: 0; - font-size: inherit; - color: inherit; -} -.response-content table { - width: 100%; - border-collapse: collapse; - margin: 1em 0; - font-family: var(--font-inter), -apple-system, sans-serif; - font-size: 14px; -} -.response-content th { - background: #f8fafc; - border: 1px solid #e2e8f0; - padding: 0.625em 0.875em; - text-align: left; - font-weight: 600; - color: #475569; -} -.response-content td { - border: 1px solid #e2e8f0; - padding: 0.625em 0.875em; - color: #334155; -} -.response-content tr:hover td { - background: #f8fafc; -} -.response-content blockquote { - border-left: 3px solid #2c6e49; - padding-left: 1em; - margin: 1em 0; - color: #64748b; - font-style: italic; -} -.response-content a { - color: #2c6e49; - text-decoration: underline; -} -.response-content a:hover { - color: #1a4a2e; -} -.response-content hr { - border: none; - border-top: 1px solid #e2e8f0; - margin: 1.5em 0; -} diff --git a/docs/src/app/layout.tsx b/docs/src/app/layout.tsx deleted file mode 100644 index 77e529c..0000000 --- a/docs/src/app/layout.tsx +++ /dev/null @@ -1,45 +0,0 @@ -import type { Metadata } from "next"; -import { Inter, JetBrains_Mono } from "next/font/google"; -import "./globals.css"; -import { Sidebar } from "@/components/sidebar"; -import { Header } from "@/components/header"; -import { ApiProvider } from "@/components/api-context"; - -const inter = Inter({ - variable: "--font-inter", - subsets: ["latin"], -}); - -const jetbrainsMono = JetBrains_Mono({ - variable: "--font-mono", - subsets: ["latin"], -}); - -export const metadata: Metadata = { - title: "PolicyEngine API v2 | Documentation", - description: "Interactive API documentation for PolicyEngine's tax-benefit microsimulation API", -}; - -export default function RootLayout({ - children, -}: Readonly<{ - children: React.ReactNode; -}>) { - return ( - - - -
- -
-
-
- {children} -
-
-
- - - - ); -} diff --git a/docs/src/app/mcp/page.tsx b/docs/src/app/mcp/page.tsx deleted file mode 100644 index 11df87c..0000000 --- a/docs/src/app/mcp/page.tsx +++ /dev/null @@ -1,93 +0,0 @@ -export default function McpPage() { - return ( -
-

- MCP integration -

-

- Use the PolicyEngine API as an MCP server for AI assistants like Claude. -

- -
-
-

- What is MCP? -

-

- The Model Context Protocol (MCP) is a standard for AI assistants to interact with external tools and data sources. - The PolicyEngine API exposes all endpoints as MCP tools at /mcp, - allowing AI assistants to calculate taxes and benefits, run economic impact analyses, and query policy data. -

-
- -
-

- Add to Claude Code -

-

- Run this command: -

- 
-{`claude mcp add --transport http policyengine https://v2.api.policyengine.org/mcp/`}
-
-
- -
-

- Add to Claude Desktop -

-

- Add this to your claude_desktop_config.json file: -

- 
-{`{
-  "mcpServers": {
-    "policyengine": {
-      "type": "url",
-      "url": "https://v2.api.policyengine.org/mcp/"
-    }
-  }
-}`}
-
-
- -
-

- Available tools -

-

- All API endpoints are exposed as MCP tools. Key capabilities include: -

-
    -
  • household_calculate — calculate taxes and benefits for a household
    • -
  • household_impact — compare baseline vs reform policy impact
    • -
  • analysis_economic_impact — run population-wide economic analysis
    • -
  • policies_list / policies_create — manage policy reforms
    • -
  • variables_list / parameters_list — query tax-benefit system metadata
    • -
  • datasets_list — list available population datasets
    • -
-
- -
-

- Example prompts -

-

- Once connected, you can ask Claude things like: -

-
-
- "Calculate the net income for a UK household with two adults earning £40,000 and £30,000" -
-
- "What would happen to this household's benefits if we increased the personal allowance to £15,000?" -
-
- "List all the parameters related to child benefit" -
-
-
-
-
- ); -} diff --git a/docs/src/app/modal/page.tsx b/docs/src/app/modal/page.tsx deleted file mode 100644 index bc50001..0000000 --- a/docs/src/app/modal/page.tsx +++ /dev/null @@ -1,205 +0,0 @@ -export default function ModalPage() { - return ( -
-

- Modal compute -

-

- PolicyEngine uses Modal.com for serverless compute, with two separate apps for different workloads. -

- -
-
-

Why two apps?

-

- The API uses two separate Modal apps rather than one combined app. This separation is intentional and provides several benefits: -

-
-
-

Image size

-

- The policyengine app has massive container images (multiple GB) with the full UK and US tax-benefit models pre-loaded. The policyengine-sandbox app is minimal - just the Anthropic SDK and requests library. -

-
-
-

Cold start optimisation

-

- The main app uses Modal's memory snapshot feature to pre-load PolicyEngine models at build time. When a function cold starts, it restores from the snapshot rather than re-importing the models, achieving sub-1s cold starts for functions that would otherwise take 30+ seconds to import. -

-
-
-

Architectural decoupling

-

- The sandbox/agent calls the public API endpoints, which then trigger the simulation functions. They're independent - the agent doesn't directly import PolicyEngine models, it makes HTTP calls. -

-
-
-

Independent scaling

-

- Simulation workloads scale differently from agent chat sessions. Keeping them separate lets Modal scale each independently based on demand. -

-
-
-
- -
-

policyengine app

-

- The main compute app for running simulations. Located at src/policyengine_api/modal_app.py. -

- -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
FunctionImageMemoryPurpose
simulate_household_ukuk_image4GBSingle UK household calculation
simulate_household_usus_image4GBSingle US household calculation
simulate_economy_ukuk_image8GBUK economy simulation
simulate_economy_usus_image8GBUS economy simulation
economy_comparison_ukuk_image8GBUK decile impacts, budget impact
economy_comparison_usus_image8GBUS decile impacts, budget impact
-
- -
-

- Deploy with: modal deploy src/policyengine_api/modal_app.py -

-
-
- -
-

policyengine-sandbox app

-

- Lightweight app for the AI agent. Located at src/policyengine_api/agent_sandbox.py. -

- -
- - - - - - - - - - - - - - - -
FunctionDependenciesPurpose
run_agentanthropic, requestsAgentic loop using Claude with API tools
-
- -

- The agent dynamically generates Claude tools from the OpenAPI spec, then executes an agentic loop to answer policy questions by making API calls. It doesn't import PolicyEngine directly. -

- -
-

- Deploy with: modal deploy src/policyengine_api/agent_sandbox.py -

-
-
- -
-

Memory snapshots

-

- The policyengine app uses Modal's run_function to snapshot the Python interpreter state after importing the models: -

- 
-{`def _import_uk():
-    from policyengine.tax_benefit_models.uk import uk_latest
-    print("UK model loaded and snapshotted")
-
-uk_image = base_image.run_commands(
-    "uv pip install --system policyengine-uk>=2.0.0"
-).run_function(_import_uk)`}
-
-

- When a cold start happens, Modal restores from this snapshot rather than re-running the imports. This turns a 30+ second import into sub-second startup. -

-
- -
-

Secrets

-

- Each app uses different Modal secrets: -

-
-
- policyengine-db -

Database credentials for the main app (DATABASE_URL, SUPABASE_URL, SUPABASE_KEY)

-
-
- anthropic-api-key -

Anthropic API key for the sandbox app (ANTHROPIC_API_KEY)

-
-
-
- -
-

Request flow

-
- {[ - "Client calls API endpoint (e.g. POST /household/calculate)", - "FastAPI validates request and creates job record in Supabase", - "FastAPI triggers Modal function asynchronously", - "API returns job ID immediately", - "Modal function runs calculation with pre-loaded models", - "Modal function writes results directly to Supabase", - "Client polls API until job status = completed", - ].map((step, index) => ( -
- - {index + 1} - -

{step}

-
- ))} -
-
-
-
- ); -} diff --git a/docs/src/app/page.tsx b/docs/src/app/page.tsx deleted file mode 100644 index a77ef67..0000000 --- a/docs/src/app/page.tsx +++ /dev/null @@ -1,103 +0,0 @@ -import Link from "next/link"; - -export default function Home() { - return ( -
-

- PolicyEngine API v2 -

-

- A distributed system for running tax-benefit microsimulations with persistence and async processing. -

- -
- -

- Quick start -

-

- Get up and running with the API in minutes. Complete walkthrough from setup to your first simulation. -

- - - -

- Economic impact -

-

- Calculate distributional impacts, decile analysis, and program statistics for policy reforms. -

- - - -

- Architecture -

-

- Understand the system design: API server, worker, database, and how they work together. -

- - - -

- API reference -

-

- Interactive documentation for all endpoints with live testing capabilities. -

- -
- -
-

- Features -

-
-
-

Async processing

-

- Simulations run asynchronously via a worker queue. Poll for status or use webhooks. -

-
-
-

Deterministic caching

-

- Same inputs produce the same simulation ID. Results are cached and reused automatically. -

-
-
-

UK and US models

-

- Full support for PolicyEngine UK and US tax-benefit systems with comprehensive datasets. -

-
-
-

Policy reforms

-

- Define custom parameter changes and compare reform scenarios against baselines. -

-
-
-
- -
-

- Tip: Use the base URL input in the header to switch between local and production environments. - The default is https://v2.api.policyengine.org. -

-
-
- ); -} diff --git a/docs/src/app/quickstart/page.tsx b/docs/src/app/quickstart/page.tsx deleted file mode 100644 index 4785324..0000000 --- a/docs/src/app/quickstart/page.tsx +++ /dev/null @@ -1,149 +0,0 @@ -import { JsonViewer } from "@/components/json-viewer"; - -export default function QuickstartPage() { - return ( -
-

- Quick start -

-

- Get up and running with the PolicyEngine API in minutes. -

- -
-
-

1. Start the services

-

- Clone the repository and start the services using Docker Compose: -

- 
-{`git clone https://github.com/PolicyEngine/policyengine-api-v2
-cd policyengine-api-v2
-docker compose up -d`}
-
-

- Wait for all services to be healthy before proceeding. -

-
- -
-

2. Create a policy reform

-

- Define a policy reform by specifying parameter changes: -

- 
-{`curl -X POST https://v2.api.policyengine.org/policies \\
-  -H "Content-Type: application/json" \\
-  -d '{
-    "name": "Increased personal allowance",
-    "description": "Raises personal allowance to £15,000",
-    "parameter_values": [{
-      "parameter_id": "",
-      "value_json": {"value": 15000},
-      "start_date": "2026-01-01",
-      "end_date": "2026-12-31"
-    }]
-  }'`}
-
-
- -
-

3. Run economic impact analysis

-

- Submit an economic impact analysis request. This creates baseline and reform simulations and queues them for processing: -

- 
-{`curl -X POST https://v2.api.policyengine.org/analysis/economic-impact \\
-  -H "Content-Type: application/json" \\
-  -d '{
-    "tax_benefit_model_name": "policyengine_uk",
-    "dataset_id": "",
-    "policy_id": ""
-  }'`}
-
-

- The response includes a report_id and initial status. -

-
- -
-

4. Poll for results

-

- Check the status until the report is complete: -

- 
-{`curl https://v2.api.policyengine.org/analysis/economic-impact/`}
-
-

- Once complete, the response includes decile impacts and program statistics: -

-
- -
-
- -
-

Python example

-

- Complete workflow using httpx: -

- 
-{`import httpx
-import time
-
-BASE_URL = "https://v2.api.policyengine.org"
-
-# Create economic impact analysis
-response = httpx.post(
-    f"{BASE_URL}/analysis/economic-impact",
-    json={
-        "tax_benefit_model_name": "policyengine_uk",
-        "dataset_id": "",
-        "policy_id": "",
-    },
-).json()
-
-report_id = response["report_id"]
-
-# Poll for completion
-while True:
-    result = httpx.get(f"{BASE_URL}/analysis/economic-impact/{report_id}").json()
-    if result["status"] == "completed":
-        break
-    elif result["status"] == "failed":
-        raise Exception(f"Analysis failed: {result['error_message']}")
-    time.sleep(5)
-
-# Access results
-for decile in result["decile_impacts"]:
-    print(f"Decile {decile['decile']}: {decile['relative_change']:.1%} change")
-
-for prog in result["program_statistics"]:
-    print(f"{prog['program_name']}: £{prog['change']/1e9:.1f}bn change")`}
-
-
-
-
- ); -} diff --git a/docs/src/app/reference/models/page.tsx b/docs/src/app/reference/models/page.tsx deleted file mode 100644 index 7c66417..0000000 --- a/docs/src/app/reference/models/page.tsx +++ /dev/null @@ -1,172 +0,0 @@ -export default function ModelsPage() { - const models = [ - { - name: "Dataset", - description: "Microdata file metadata", - fields: [ - { name: "id", type: "UUID", description: "Unique identifier" }, - { name: "name", type: "string", description: "Human-readable name" }, - { name: "description", type: "string | null", description: "Optional description" }, - { name: "filepath", type: "string", description: "Path in storage bucket" }, - { name: "year", type: "integer", description: "Simulation year" }, - { name: "tax_benefit_model_version_id", type: "UUID", description: "Associated model version" }, - { name: "created_at", type: "datetime", description: "Creation timestamp" }, - ], - }, - { - name: "Policy", - description: "Parameter reform definition", - fields: [ - { name: "id", type: "UUID", description: "Unique identifier" }, - { name: "name", type: "string", description: "Policy name" }, - { name: "description", type: "string | null", description: "Optional description" }, - { name: "parameter_values", type: "ParameterValue[]", description: "Parameter modifications" }, - { name: "created_at", type: "datetime", description: "Creation timestamp" }, - ], - }, - { - name: "ParameterValue", - description: "Single parameter modification", - fields: [ - { name: "id", type: "UUID", description: "Unique identifier" }, - { name: "parameter_id", type: "UUID", description: "Reference to parameter" }, - { name: "value_json", type: "object", description: "New parameter value" }, - { name: "start_date", type: "date", description: "Effective start date" }, - { name: "end_date", type: "date", description: "Effective end date" }, - ], - }, - { - name: "Simulation", - description: "Tax-benefit microsimulation run", - fields: [ - { name: "id", type: "UUID", description: "Deterministic identifier" }, - { name: "dataset_id", type: "UUID", description: "Input dataset" }, - { name: "tax_benefit_model_version_id", type: "UUID", description: "Model version" }, - { name: "policy_id", type: "UUID | null", description: "Optional reform policy" }, - { name: "dynamic_id", type: "UUID | null", description: "Optional behavioural model" }, - { name: "status", type: "SimulationStatus", description: "Processing status" }, - { name: "error_message", type: "string | null", description: "Error if failed" }, - { name: "started_at", type: "datetime | null", description: "Processing start time" }, - { name: "completed_at", type: "datetime | null", description: "Processing end time" }, - ], - }, - { - name: "Report", - description: "Economic impact analysis container", - fields: [ - { name: "id", type: "UUID", description: "Deterministic identifier" }, - { name: "label", type: "string", description: "Human-readable label" }, - { name: "baseline_simulation_id", type: "UUID", description: "Baseline simulation" }, - { name: "reform_simulation_id", type: "UUID", description: "Reform simulation" }, - { name: "status", type: "ReportStatus", description: "Processing status" }, - { name: "error_message", type: "string | null", description: "Error if failed" }, - { name: "created_at", type: "datetime", description: "Creation timestamp" }, - ], - }, - { - name: "DecileImpact", - description: "Distributional impact by income decile", - fields: [ - { name: "id", type: "UUID", description: "Unique identifier" }, - { name: "report_id", type: "UUID", description: "Parent report" }, - { name: "decile", type: "integer", description: "Income decile (1-10)" }, - { name: "income_variable", type: "string", description: "Variable for ranking" }, - { name: "baseline_mean", type: "number", description: "Baseline mean income" }, - { name: "reform_mean", type: "number", description: "Reform mean income" }, - { name: "absolute_change", type: "number", description: "Absolute difference" }, - { name: "relative_change", type: "number", description: "Percentage change" }, - { name: "count_better_off", type: "number", description: "Winners count" }, - { name: "count_worse_off", type: "number", description: "Losers count" }, - { name: "count_no_change", type: "number", description: "No change count" }, - ], - }, - { - name: "ProgramStatistics", - description: "Tax/benefit program impact statistics", - fields: [ - { name: "id", type: "UUID", description: "Unique identifier" }, - { name: "report_id", type: "UUID", description: "Parent report" }, - { name: "program_name", type: "string", description: "Program name" }, - { name: "entity", type: "string", description: "Entity level" }, - { name: "is_tax", type: "boolean", description: "True for taxes" }, - { name: "baseline_total", type: "number", description: "Baseline total" }, - { name: "reform_total", type: "number", description: "Reform total" }, - { name: "change", type: "number", description: "Difference" }, - { name: "baseline_count", type: "number", description: "Baseline recipients" }, - { name: "reform_count", type: "number", description: "Reform recipients" }, - { name: "winners", type: "number", description: "Winners count" }, - { name: "losers", type: "number", description: "Losers count" }, - ], - }, - { - name: "AggregateOutput", - description: "Computed aggregate statistic", - fields: [ - { name: "id", type: "UUID", description: "Unique identifier" }, - { name: "simulation_id", type: "UUID", description: "Source simulation" }, - { name: "variable", type: "string", description: "Variable name" }, - { name: "aggregate_type", type: "AggregateType", description: "Calculation type" }, - { name: "entity", type: "string", description: "Entity level" }, - { name: "filter_config", type: "object | null", description: "Optional filter" }, - { name: "result", type: "number", description: "Computed value" }, - ], - }, - ]; - - return ( -
-

- Models -

-

- Data models used throughout the API. All models use UUID identifiers and include timestamps. -

- -
- {models.map((model) => ( -
-

- {model.name} -

-

- {model.description} -

-
- - - - - - - - - - {model.fields.map((field) => ( - - - - - - ))} - -
- Field - - Type - - Description -
- {field.name} - - {field.type} - {field.description}
-
-
- ))} -
-
- ); -} diff --git a/docs/src/app/reference/status-codes/page.tsx b/docs/src/app/reference/status-codes/page.tsx deleted file mode 100644 index 83d58a4..0000000 --- a/docs/src/app/reference/status-codes/page.tsx +++ /dev/null @@ -1,173 +0,0 @@ -export default function StatusCodesPage() { - const statusCodes = [ - { - code: "200", - name: "OK", - description: "Request succeeded. Response body contains the requested data.", - color: "bg-green-100 text-green-700", - }, - { - code: "201", - name: "Created", - description: "Resource created successfully. Response body contains the new resource.", - color: "bg-green-100 text-green-700", - }, - { - code: "204", - name: "No Content", - description: "Request succeeded with no response body (e.g., DELETE operations).", - color: "bg-green-100 text-green-700", - }, - { - code: "400", - name: "Bad Request", - description: "Invalid request body or parameters. Check the error message for details.", - color: "bg-red-100 text-red-700", - }, - { - code: "404", - name: "Not Found", - description: "The requested resource does not exist.", - color: "bg-red-100 text-red-700", - }, - { - code: "422", - name: "Unprocessable Entity", - description: "Request body failed validation. Response contains field-level errors.", - color: "bg-red-100 text-red-700", - }, - { - code: "500", - name: "Internal Server Error", - description: "Unexpected server error. Please report if persistent.", - color: "bg-red-100 text-red-700", - }, - ]; - - const simulationStatuses = [ - { - status: "pending", - description: "Queued and waiting for a worker to pick up", - color: "bg-gray-100 text-gray-700", - }, - { - status: "running", - description: "Currently being processed by a worker", - color: "bg-blue-100 text-blue-700", - }, - { - status: "completed", - description: "Successfully finished processing", - color: "bg-green-100 text-green-700", - }, - { - status: "failed", - description: "An error occurred during processing", - color: "bg-red-100 text-red-700", - }, - ]; - - return ( -
-

- Status codes -

-

- HTTP status codes and resource statuses used by the API. -

- -
-
-

- HTTP status codes -

-
- {statusCodes.map((item) => ( -
- - {item.code} - -
- {item.name} -

- {item.description} -

-
-
- ))} -
-
- -
-

- Simulation status -

-

- Simulations and reports progress through these statuses: -

-
- {simulationStatuses.map((item) => ( -
- - {item.status} - -

- {item.description} -

-
- ))} -
-
- -
-

- Error response format -

-

- Error responses follow a consistent format: -

- 
-{`{
-  "detail": "Error message describing what went wrong"
-}`}
-
-

- Validation errors (422) include field-level details: -

- 
-{`{
-  "detail": [
-    {
-      "loc": ["body", "dataset_id"],
-      "msg": "field required",
-      "type": "value_error.missing"
-    }
-  ]
-}`}
-
-
- -
-

- Polling strategy -

-

- For async operations like simulations and reports: -

-
    -
  1. Submit the request (POST) and receive the resource with pending status
    2. -
  2. Poll the GET endpoint every 2-5 seconds
    3. -
  3. Check the status field in the response
    4. -
  4. Stop polling when status is completed or failed
    5. -
  5. If failed, check the error_message field for details
    6. -
-
-

- Tip: Use exponential backoff for production systems to avoid overwhelming the API during high load. -

-
-
-
-
- ); -} diff --git a/docs/src/app/setup/page.tsx b/docs/src/app/setup/page.tsx deleted file mode 100644 index cad7242..0000000 --- a/docs/src/app/setup/page.tsx +++ /dev/null @@ -1,198 +0,0 @@ -export default function SetupPage() { - return ( -
-

- Environment setup -

-

- Environment variables across services: local dev, Cloud Run, Modal, and GitHub Actions. -

- -
-
-

Overview

- -
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
ServiceConfig locationSecrets storage
Local dev.env fileLocal file
Cloud Run (API)TerraformGitHub Secrets
Modal.comModal secretsModal dashboard
GitHub ActionsWorkflow filesGitHub Secrets
-
-
- -
-

Local development

-

- Copy .env.example to .env and configure: -

- -
- 
{`# Supabase (from \`supabase start\` output)
-SUPABASE_URL=http://127.0.0.1:54321
-SUPABASE_KEY=eyJ...
-SUPABASE_SERVICE_KEY=eyJ...
-SUPABASE_DB_URL=postgresql://postgres:postgres@127.0.0.1:54322/postgres
-
-# Storage
-STORAGE_BUCKET=datasets
-
-# API
-API_TITLE=PolicyEngine API
-API_VERSION=0.1.0
-API_PORT=8000
-DEBUG=true
-
-# Observability
-LOGFIRE_TOKEN=...
-LOGFIRE_ENVIRONMENT=local
-
-# Modal (for local testing)
-MODAL_TOKEN_ID=ak-...
-MODAL_TOKEN_SECRET=as-...`}
-
-
- -
-

Modal.com secrets

-

- Modal functions read from a secret named policyengine-db: -

- -
- 
{`modal secret create policyengine-db \\
-  DATABASE_URL="postgresql://..." \\
-  SUPABASE_URL="https://xxx.supabase.co" \\
-  SUPABASE_KEY="eyJ..." \\
-  STORAGE_BUCKET="datasets"`}
-
- -
- - - - - - - - - - - - - - - - - - - - - - - - - -
KeyDescription
DATABASE_URLSupabase Postgres (use connection pooler)
SUPABASE_URLSupabase project URL
SUPABASE_KEYSupabase anon or service key
STORAGE_BUCKETSupabase storage bucket name
-
-
- -
-

GitHub Actions

-

- Required secrets for CI/CD (Settings → Secrets): -

- -
-
-

Secrets

-
- {["SUPABASE_URL", "SUPABASE_KEY", "SUPABASE_DB_URL", "LOGFIRE_TOKEN", "MODAL_TOKEN_ID", "MODAL_TOKEN_SECRET", "GCP_WORKLOAD_IDENTITY_PROVIDER", "GCP_SERVICE_ACCOUNT"].map((secret) => ( -
- {secret} -
- ))} -
-
-
-

Variables

-
- {["GCP_PROJECT_ID", "GCP_REGION", "PROJECT_NAME", "API_SERVICE_NAME"].map((variable) => ( -
- {variable} -
- ))} -
-
-
-
- -
-

Database URLs

-

- Supabase provides multiple connection options: -

- -
- - - - - - - - - - - - - - - - - - - - - - - - - -
TypeUse casePort
DirectLocal dev54322
Pooler (transaction)Cloud Run, Modal6543
Pooler (session)Long connections5432
-
- -

- Use the transaction pooler (port 6543) for serverless environments - handles IPv4 and connection limits. -

-
-
-
- ); -} diff --git a/docs/src/components/api-context.tsx b/docs/src/components/api-context.tsx deleted file mode 100644 index a76573d..0000000 --- a/docs/src/components/api-context.tsx +++ /dev/null @@ -1,29 +0,0 @@ -"use client"; - -import { createContext, useContext, useState, ReactNode } from "react"; - -interface ApiContextType { - baseUrl: string; - setBaseUrl: (url: string) => void; -} - -const defaultBaseUrl = process.env.NEXT_PUBLIC_API_URL || "https://v2.api.policyengine.org"; - -const ApiContext = createContext({ - baseUrl: defaultBaseUrl, - setBaseUrl: () => {}, -}); - -export function ApiProvider({ children }: { children: ReactNode }) { - const [baseUrl, setBaseUrl] = useState(defaultBaseUrl); - - return ( - - {children} - - ); -} - -export function useApi() { - return useContext(ApiContext); -} diff --git a/docs/src/components/api-playground.tsx b/docs/src/components/api-playground.tsx deleted file mode 100644 index 3ea693b..0000000 --- a/docs/src/components/api-playground.tsx +++ /dev/null @@ -1,184 +0,0 @@ -"use client"; - -import { useState } from "react"; -import { useApi } from "./api-context"; -import { JsonViewer } from "./json-viewer"; - -type HttpMethod = "GET" | "POST" | "PUT" | "DELETE"; - -interface ApiPlaygroundProps { - method: HttpMethod; - endpoint: string; - description: string; - defaultBody?: Record | Record[]; - pathParams?: { name: string; description: string; example: string }[]; -} - -export function ApiPlayground({ - method, - endpoint, - description, - defaultBody, - pathParams = [], -}: ApiPlaygroundProps) { - const { baseUrl } = useApi(); - const [body, setBody] = useState(defaultBody ? JSON.stringify(defaultBody, null, 2) : ""); - const [response, setResponse] = useState<{ status: number; data: unknown } | null>(null); - const [loading, setLoading] = useState(false); - const [error, setError] = useState(null); - const [pathValues, setPathValues] = useState>(() => { - const initial: Record = {}; - pathParams.forEach((p) => { - initial[p.name] = p.example; - }); - return initial; - }); - - const resolvedEndpoint = endpoint.replace(/:(\w+)/g, (_, name) => pathValues[name] || `:${name}`); - - const handleSubmit = async () => { - setLoading(true); - setError(null); - setResponse(null); - - try { - const url = `${baseUrl}${resolvedEndpoint}`; - const options: RequestInit = { - method, - headers: { - "Content-Type": "application/json", - }, - }; - - if (body && (method === "POST" || method === "PUT")) { - options.body = body; - } - - const res = await fetch(url, options); - const data = await res.json().catch(() => null); - - setResponse({ - status: res.status, - data, - }); - } catch (err) { - setError(err instanceof Error ? err.message : "Request failed"); - } finally { - setLoading(false); - } - }; - - const methodColors: Record = { - GET: "bg-blue-100 text-blue-700", - POST: "bg-green-100 text-green-700", - PUT: "bg-amber-100 text-amber-700", - DELETE: "bg-red-100 text-red-700", - }; - - return ( -
- {/* Header */} -
-
- - {method} - - {endpoint} -
-

{description}

-
- - {/* Path parameters */} - {pathParams.length > 0 && ( -
-

- Path parameters -

-
- {pathParams.map((param) => ( -
- - - setPathValues((prev) => ({ ...prev, [param.name]: e.target.value })) - } - className="w-full px-3 py-2 text-sm border border-[var(--color-border)] rounded-lg font-mono focus:outline-none focus:ring-2 focus:ring-[var(--color-pe-green)]" - /> -
- ))} -
-
- )} - - {/* Request body */} - {(method === "POST" || method === "PUT") && ( -
-

- Request body -

-