Update GH Action tests and CodeCov

.github/workflows/build_and_test.yml

@@ -1,7 +1,27 @@
-name: Build and test [Python 3.9, 3.10]
-
-on: [push, pull_request]
-
+name: Build and test
+on:
+  push:
+    paths:
+      - '**.yml'
+      - '**.toml'
+      - '**.ini'
+      - '**.py'
+      - '**.json'
+      - '**.R'
+      - '**.RData'
+      - '**.csv'
+      - '**.pkl'
+  pull_request:
+    paths:
+      - '**.yml'
+      - '**.toml'
+      - '**.ini'
+      - '**.py'
+      - '**.json'
+      - '**.R'
+      - '**.RData'
+      - '**.csv'
+      - '**.pkl'
 jobs:
   build:
     runs-on: ${{ matrix.os }}
@@ -15,33 +35,31 @@ jobs:
         uses: actions/checkout@v4
         with:
           persist-credentials: false
-
       - name: Setup Miniconda using Python ${{ matrix.python-version }}
-        uses: conda-incubator/setup-miniconda@v2
+        uses: conda-incubator/setup-miniconda@v3
         with:
           miniforge-variant: Mambaforge
           auto-update-conda: true
           activate-environment: ogusa-dev
           environment-file: environment.yml
           python-version: ${{ matrix.python-version }}
           auto-activate-base: false
-
       - name: Build
         shell: bash -l {0}
         run: |
           pip install -e .
-          pip install pytest-cov
-          pip install pytest-pycodestyle
       - name: Test
         shell: bash -l {0}
         working-directory: ./
         run: |
-          pytest -m 'not local and not regression' --cov=./ --cov-report=xml
+          python -m pytest -m "not local" --cov=./ --cov-report=xml
       - name: Upload coverage to Codecov
-        uses: codecov/codecov-action@v3
+        if: matrix.os == 'ubuntu-latest'
+        uses: codecov/codecov-action@v4
         with:
           files: ./coverage.xml
           flags: unittests
           name: codecov-umbrella
+          token: ${{ secrets.CODECOV_TOKEN }}
           fail_ci_if_error: true
           verbose: true

.github/workflows/deploy_docs.yml

@@ -3,6 +3,15 @@ on:
   push:
     branches:
       - master
+    paths:
+      - './docs/**.png'
+      - './docs/book/content/calibration/images/**.png'
+      - './docs/README.md'
+      - './docs/book/**.yml'
+      - './docs/book/**.bib'
+      - '**.md'
+      - './docs/book/content/api/**.rst'
+      - './ogusa/**.py'
 jobs:
   build-and-deploy:
     if: github.repository == 'PSLmodels/OG-USA'
@@ -14,7 +23,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup Miniconda
-        uses: conda-incubator/setup-miniconda@v2
+        uses: conda-incubator/setup-miniconda@v3
         with:
           miniforge-variant: Mambaforge
           activate-environment: ogusa-dev

.github/workflows/docs_check.yml

@@ -1,5 +1,15 @@
 name: Check that docs build
-on: [push, pull_request]
+on:
+  pull_request:
+    paths:
+      - './docs/**.png'
+      - './docs/book/content/calibration/images/**.png'
+      - './docs/README.md'
+      - './docs/book/**.yml'
+      - './docs/book/**.bib'
+      - '**.md'
+      - './docs/book/content/api/**.rst'
+      - './ogusa/**.py'
 
 jobs:
   build:
@@ -11,7 +21,7 @@ jobs:
           persist-credentials: false
 
       - name: Setup Miniconda
-        uses: conda-incubator/setup-miniconda@v2
+        uses: conda-incubator/setup-miniconda@v3
         with:
           miniforge-variant: Mambaforge
           activate-environment: ogusa-dev

.gitignore

@@ -40,6 +40,14 @@ envs/
 */__pycache__/*
 docs/book/_build/*
 docs/build*
+*micro_data_*.pkl
 examples/OG-USA_example_plots/*
 examples/ogusa_example_output.csv
 examples/OG-USA-Example/*
+cs-config/cs_config/OUTPUT_BASELINE/*
+data/csv_output_files/*
+data/images/*
+ogusa/csv_output_files/*
+ogusa/images/*
+.vscode/
+*default.profraw

CHANGELOG.md

@@ -5,6 +5,17 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.1.5] - 2024-04-12 10:00:00
+
+### Added
+
+- Adds a list of file change event triggers to `build_and_test.yml` so that those tests only run when one of those files is changed.
+- Updates the codecov GH Action to version 4 and adds a secret token.
+- Adds a list of file change event triggers to `deploy_docs.yml` and `docs_check.yml`, and limits `docs_check.yml` to only run on pull requests.
+- Fixes a small typo in `tax_functions.md` in order to test if the event triggers worked properly (yes, they worked)
+- Updated some dependencies in `environment.yml`.
+- Updated three data files in the `/tests/test_io_data/` file that used output from the taxcalc package. This package was recently updated. I also changed the `test_get_data()` test in the `test_get_micro_data.py` file because the new taxcalc data included four years instead of two years. In order to conserve repo memory footprint, we deleted the last two years of the output.
+
 ## [0.1.4] - 2024-04-03 15:00:00
 
 ### Added
@@ -68,6 +79,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 
 
+[0.1.5]: https://github.com/PSLmodels/OG-USA/compare/v0.1.4...v0.1.5
+[0.1.4]: https://github.com/PSLmodels/OG-USA/compare/v0.1.3...v0.1.4
 [0.1.3]: https://github.com/PSLmodels/OG-USA/compare/v0.1.2...v0.1.3
 [0.1.2]: https://github.com/PSLmodels/OG-USA/compare/v0.1.1...v0.1.2
 [0.1.1]: https://github.com/PSLmodels/OG-USA/compare/v0.1.0...v0.1.1

codecov.yml

@@ -0,0 +1,25 @@
+codecov:
+  require_ci_to_pass: yes
+
+coverage:
+  precision: 2
+  round: down
+  range: "70...100"
+
+parsers:
+  gcov:
+    branch_detection:
+      conditional: yes
+      loop: yes
+      method: no
+      macro: no
+
+comment:
+  layout: "reach, diff, flags, files"
+  behavior: default
+  require_changes: false
+
+ignore:
+  - "setup.py"
+  - "./cs-config/**/*"  # ignore folders and all its contents
+  - "./tests/"  # ignore folders and all its contents

docs/book/content/calibration/tax_functions.md

@@ -52,7 +52,7 @@ The second difficulty in modeling realistic tax and incentive detail is the need
     \tau^{mtry} \equiv \frac{\partial T_{s,t}}{\partial r_{hh,t}b_{j,s,t}} = \frac{\partial T_{s,t}}{\partial y_{j,s,t}} \qquad\quad\forall j,t \quad\text{and}\quad E+1\leq s\leq E+S
   ```
 
-  As we show in Section [Optimality Conditions](https://pslmodels.github.io/OG-Core/content/theory/households.html#optimality-conditions) of the Households chapter of the `OG-Core` repository documentation, the derivative of total tax liability with respect to labor supply $\frac{\partial T_{s,t}}{n_{j,s,t}}$ and the derivative of total tax liability next period with respect to savings $\frac{\partial T_{s+1,t+1}}{b_{j,s+1,t+1}}$ show up in the household Euler equations for labor supply and savings , respectively, in the `OG-Core` documentation. It is valuable to be able to express those marginal tax rates, for which we have no data, as marginal tax rates for which we do have data. The following two expressions show how the marginal tax rates of labor supply can be expressed as the marginal tax rate on labor income times the household-specific wage and how the marginal tax rate of savings can be expressed as the marginal tax rate of capital income times the interest rate.
+  As we show in Section [Optimality Conditions](https://pslmodels.github.io/OG-Core/content/theory/households.html#optimality-conditions) of the Households chapter of the `OG-Core` repository documentation, the derivative of total tax liability with respect to labor supply $\frac{\partial T_{s,t}}{n_{j,s,t}}$ and the derivative of total tax liability next period with respect to savings $\frac{\partial T_{s+1,t+1}}{b_{j,s+1,t+1}}$ show up in the household Euler equations for labor supply and savings, respectively, in the `OG-Core` documentation. It is valuable to be able to express those marginal tax rates, for which we have no data, as marginal tax rates for which we do have data. The following two expressions show how the marginal tax rates of labor supply can be expressed as the marginal tax rate on labor income times the household-specific wage and how the marginal tax rate of savings can be expressed as the marginal tax rate of capital income times the interest rate.
 
   ```{math}
   :label: EqMTRx_derive

environment.yml

@@ -4,21 +4,22 @@ channels:
 dependencies:
 - python>=3.7.7,<3.12
 - numpy
+- setuptools
 - numba>=0.54
-- scipy>=1.5.0
+- scipy>=1.7.1
 - pandas>=1.2.5
 - matplotlib
 - dask>=2.30.0
+- dask-core>=2.30.0
 - distributed>=2.30.1
 - paramtools>=0.15.0
 - taxcalc>=3.0.0
 - sphinx>=3.5.4
 - sphinx-book-theme>=0.1.3
-- pip
+- jupyter-book>=0.11.3
 - pytest>=6.0
-- pytest-pep8
+- pytest-cov
 - pytest-xdist
-- pycodestyle
 - pylint
 - coverage
 - requests
@@ -27,8 +28,8 @@ dependencies:
 - linearmodels
 - rpy2<=3.5.11
 - black>=24.1.1
+- pip
 - pip:
-  - jupyter-book>=0.9.1
   - openpyxl>=3.1.2
   - cs-kit
   - cs2tc

pyproject.toml

@@ -11,5 +11,5 @@ build-backend = "setuptools.build_meta"
 
 [tool.black]
 line-length = 79
-target-version = ["py39", "py310", "py311"]
+target-version = ["py39", "py310"]
 include = '\.pyi?$'

pytest.ini

@@ -2,6 +2,6 @@
 [pytest]
 minversion = 6.0
 testpaths =
-    ogusa/tests
+    ./tests
 markers =
     local: marks tests that are run locally only and not on GH Actions