diff --git a/changelog_entry.yaml b/changelog_entry.yaml index e69de29bb2d..788fcffaeee 100644 --- a/changelog_entry.yaml +++ b/changelog_entry.yaml @@ -0,0 +1,7 @@ +- bump: patch + changes: + added: + - Added pandas 3.0 compatibility tests to verify policyengine-core fixes for StringDtype and StringArray handling + changed: + - Removed pandas <3.0 version cap to enable pandas 3.0 support + - Bumped policyengine-core minimum version to 3.23.5 for pandas 3 compatibility (includes Enum.encode() fix) diff --git a/policyengine_us/tests/core/test_pandas3_compatibility.py b/policyengine_us/tests/core/test_pandas3_compatibility.py new file mode 100644 index 00000000000..6bf6c7d0d78 --- /dev/null +++ b/policyengine_us/tests/core/test_pandas3_compatibility.py @@ -0,0 +1,218 @@ +""" +Tests for pandas 3.0.0 compatibility in policyengine-us. + +These tests verify that policyengine-us works correctly with pandas 3.0.0, +which introduces PyArrow-backed strings as default (StringDtype). + +These tests will FAIL if policyengine-core < 3.9.1 is used, which doesn't +have the pandas 3 compatibility fixes. +""" + +import numpy as np +import pandas as pd + +from policyengine_us import Simulation + + +class TestCoreFilledArrayWithStringDtype: + """ + Test policyengine-core's filled_array handles pandas StringDtype. + + This directly tests the fix in policyengine-core that converts + pandas ExtensionDtype to object dtype before calling numpy.full(). + + This test WILL FAIL with policyengine-core < 3.9.1. + """ + + def test_filled_array_with_string_dtype(self): + """ + Test that filled_array handles pandas StringDtype. + + In pandas 3, numpy.full() cannot handle StringDtype, raising: + TypeError: Cannot interpret '' as a data type + """ + from policyengine_core.populations.population import Population + from policyengine_core.entities import Entity + + entity = Entity( + key="person", + plural="people", + label="Person", + doc="Test entity", + ) + population = Population(entity) + population.count = 5 + + # Explicitly use pandas StringDtype - this is what pandas 3 uses by default + string_dtype = pd.StringDtype() + + # This will fail without the fix: + # TypeError: Cannot interpret '' as a data type + result = population.filled_array("test_value", dtype=string_dtype) + + assert len(result) == 5 + assert all(v == "test_value" for v in result) + + +class TestCoreVectorialParameterWithStringArray: + """ + Test policyengine-core's VectorialParameterNodeAtInstant handles StringArray. + + This directly tests the fix that converts pandas StringArray to numpy + before vectorial parameter lookup. + + This test WILL FAIL with policyengine-core < 3.9.1. + """ + + def test_vectorial_parameter_with_string_array(self): + """ + Test that vectorial parameter lookup handles pandas StringArray. + + In pandas 3, string operations return StringArray. Parameter lookup + would fail with: TypeError: unhashable type: 'StringArray' + """ + from policyengine_core.parameters.vectorial_parameter_node_at_instant import ( + VectorialParameterNodeAtInstant, + ) + + # Create a simple vectorial node + vector = np.array( + [(1.0, 2.0)], + dtype=[("zone_1", "float"), ("zone_2", "float")], + ).view(np.recarray) + + node = VectorialParameterNodeAtInstant("test", vector, "2024-01-01") + + # Create a pandas StringArray - this is what pandas 3 returns for string ops + key = pd.array(["zone_1", "zone_2"], dtype="string") + + # This will fail without the fix: + # TypeError: unhashable type: 'StringArray' + result = node[key] + + assert len(result) == 2 + np.testing.assert_array_equal(result, [1.0, 2.0]) + + +class TestStateParameterLookupWithPandas3: + """ + Test that state-based parameter lookup works with pandas 3 StringArray. + + In pandas 3, string columns use StringDtype by default. When looking up + state-specific parameters using vectorial indexing (e.g., + parameters.state.rate[state_code]), the state codes may be StringArray + instead of numpy array. + + policyengine-core >= 3.9.1 converts StringArray to numpy before lookup. + """ + + def test_state_parameter_lookup(self): + """ + Test that state-based parameter lookup works for multiple states. + + This exercises the VectorialParameterNodeAtInstant.__getitem__ fix + that converts pandas StringArray to numpy array. + """ + # Create a simulation with households in different states + sim = Simulation( + situation={ + "people": { + "person1": {"age": {"2024": 30}}, + "person2": {"age": {"2024": 40}}, + }, + "households": { + "household1": { + "members": ["person1"], + "state_code": {"2024": "CA"}, + }, + "household2": { + "members": ["person2"], + "state_code": {"2024": "NY"}, + }, + }, + } + ) + + # This calculation involves state-based parameter lookups + # If pandas 3 StringArray handling is broken, this would raise: + # TypeError: unhashable type: 'StringArray' + result = sim.calculate("household_net_income", "2024") + + # Basic sanity check - should return an array + assert isinstance(result, np.ndarray) + assert len(result) == 2 # Two households + + +class TestFilledArrayWithStringDtype: + """ + Test that population.filled_array works with pandas StringDtype. + + In pandas 3, numpy.full() cannot handle StringDtype. policyengine-core + >= 3.9.1 converts StringDtype to object dtype before calling numpy.full(). + """ + + def test_string_variable_default_value(self): + """ + Test that string-typed variables work correctly. + + Variables with value_type=str use filled_array with a string dtype. + In pandas 3, this would fail with: + TypeError: Cannot interpret '' as a data type + """ + # Create a simple simulation + sim = Simulation( + situation={ + "people": { + "person1": {"age": {"2024": 30}}, + }, + "households": { + "household1": { + "members": ["person1"], + }, + }, + } + ) + + # state_code is a string variable - calculating it exercises filled_array + # with the default value + result = sim.calculate("state_code", "2024") + + # Should return valid results without error + assert len(result) == 1 + + +class TestEnumVariableWithPandas3: + """ + Test that Enum variables work correctly with pandas 3. + + Enum variables involve string-based parameter lookups which can + trigger the StringArray issue in pandas 3. + """ + + def test_filing_status_enum(self): + """ + Test that filing_status enum works correctly. + """ + sim = Simulation( + situation={ + "people": { + "person1": {"age": {"2024": 30}}, + }, + "tax_units": { + "tax_unit1": { + "members": ["person1"], + }, + }, + "households": { + "household1": { + "members": ["person1"], + }, + }, + } + ) + + # filing_status is an enum variable + result = sim.calculate("filing_status", "2024") + + # Should return valid results + assert len(result) == 1 diff --git a/pyproject.toml b/pyproject.toml index 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