Commit de2d3ce
Enhance entity mapping with flexible aggregation methods and custom values (#184)
* Enhance entity mapping with flexible aggregation methods and custom values
Add support for custom values and multiple aggregation methods to the entity
mapping system, making it more flexible for complex analysis workflows.
Features added:
- values parameter: Map custom value arrays instead of existing columns
- Extended how parameter with new aggregation methods:
* Person → Group: 'sum' (default), 'first'
* Group → Person: 'project' (default), 'divide'
* Group → Group: 'sum', 'first', 'project', 'divide'
Refactoring:
- Created base YearData class to eliminate code duplication
- UKYearData and USYearData now inherit from base class
- Removed duplicate map_to_entity implementations
Documentation:
- Added comprehensive entity mapping section to core-concepts.md
- Added examples to UK and US model documentation
- Documented all aggregation methods with use cases
All existing tests pass, confirming backward compatibility.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Apply code formatting fixes
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Fix import sorting order
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add Claude-friendly documentation and quick reference
Add comprehensive guides for AI assistants to use policyengine.py:
- .claude/policyengine-guide.md: Detailed patterns and examples
- .claude/quick-reference.md: Quick lookup for common operations
Includes:
- 7 common workflow patterns (synthetic scenarios, parameter sweeps, reforms)
- Minimal working examples for UK and US
- Entity mapping examples with all aggregation methods
- Critical fields reference
- Common parameters cheat sheet
- Troubleshooting guide
These guides help AI assistants quickly understand and use the package
for tax-benefit microsimulation analysis.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Add get_parameter and get_variable methods to TaxBenefitModelVersion
Add convenience methods to look up parameters and variables by name:
- get_parameter(name): Returns Parameter object by name
- get_variable(name): Returns Variable object by name
- Both raise ValueError if not found with helpful error messages
Tests added (12 tests, all passing):
- UK and US variable lookup tests
- UK and US parameter lookup tests
- Error handling tests for non-existent parameters/variables
- Multiple parameter/variable lookup tests
Usage:
var = uk_latest.get_variable('income_tax')
param = uk_latest.get_parameter('gov.hmrc.income_tax.allowances.personal_allowance.amount')
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
* Apply formatting to test_get_parameter_variable.py
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
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Co-authored-by: Claude <noreply@anthropic.com>1 parent 2a7fe96 commit de2d3ce
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- utils
- tests
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