Datasets:
Formats:
parquet
Languages:
English
Size:
100K - 1M
Tags:
isora
international-survey-on-revenue-administration
tax-administration
revenue-administration
tax-authority
taxation
License:
File size: 13,473 Bytes
cbd273f 9f0fcd7 cbd273f 9f0fcd7 cbd273f 9f0fcd7 cbd273f 9f0fcd7 cbd273f 9f0fcd7 cbd273f 9f0fcd7 cbd273f | 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 | """Orchestrate the build: raw SDMX artifacts -> clean Parquet/CSV tables + metadata for the card."""
from __future__ import annotations
import gzip
import json
import logging
from pathlib import Path
import numpy as np
import pandas as pd
import pyarrow as pa
import pyarrow.parquet as pq
from isora_hf import config, structures, worldbank
from isora_hf.crosswalk import build_indicator_history
from isora_hf.observations import MAX_CATEGORIES, OBSERVATION_COLUMNS, clean_observations
from isora_hf.panel import build_panel
from isora_hf.revisions import build_revisions
log = logging.getLogger(__name__)
LATEST = config.DATAFLOWS[-1]
FILE_SLUG = {
"ISORA 2016": "isora_2016",
"ISORA 2018": "isora_2018",
"ISORA 2020+": "isora_2020plus",
}
def _years(series: pd.Series) -> list[int]:
return sorted({int(y) for y in series})
def _as_list(value) -> list:
"""groupby().agg may hand back numpy arrays or NaN for list-valued aggregations."""
if isinstance(value, list):
return value
if isinstance(value, np.ndarray):
return value.tolist()
return []
def _answer_categories(series: pd.Series) -> list[str]:
"""Distinct categorical answers, most frequent first, or empty when the indicator is numeric
or free text (more than MAX_CATEGORIES distinct answers)."""
counts = series.dropna().value_counts()
if counts.empty or len(counts) > MAX_CATEGORIES:
return []
return [str(v) for v in counts.index]
def build_indicators(observations: pd.DataFrame) -> pd.DataFrame:
frames = [structures.indicator_table(flow) for flow in config.DATAFLOWS]
indicators = pd.concat(frames, ignore_index=True)
members = structures.hierarchy_memberships()
topic = members[members["hierarchy_id"] == "H_CL_INDICATORS_BY_TOPIC"].drop_duplicates(
"indicator_code"
)
topic = topic.set_index("indicator_code")
sets = {
h: set(members.loc[members["hierarchy_id"] == h, "indicator_code"])
for h in members["hierarchy_id"].unique()
}
latest = indicators["questionnaire_generation"] == LATEST.generation
codes = indicators["indicator_code"]
indicators["topic_group"] = codes.map(topic["group"]).where(latest)
indicators["topic_subgroup"] = codes.map(topic["subgroup"]).where(latest)
indicators["is_periodic"] = (
codes.isin(sets.get("H_CL_PERIODIC_INDICATORS", set())) & latest
).where(latest)
indicators["is_review_indicator"] = (
codes.isin(sets.get("H_CL_REVIEW_INDICATORS", set())) & latest
).where(latest)
indicators["in_derived_indicators_hierarchy"] = (
codes.isin(sets.get("H_CL_DERIVED_INDICATORS", set())) & latest
).where(latest)
key = ["questionnaire_generation", "indicator_code"]
stats = observations.groupby(key).agg(
n_observations=("value_raw", "size"),
n_observations_with_value=("value_status", lambda s: int((s == "value").sum())),
n_jurisdictions=("jurisdiction_code", "nunique"),
fiscal_years_with_data=("fiscal_year", _years),
observed_value_kind=("indicator_value_kind", "first"),
is_monetary=("monetary_unit", lambda s: bool(s.notna().any())),
answer_categories=("value_text", _answer_categories),
)
indicators = indicators.merge(stats, left_on=key, right_index=True, how="left")
indicators["n_observations"] = indicators["n_observations"].fillna(0).astype(int)
indicators["n_observations_with_value"] = (
indicators["n_observations_with_value"].fillna(0).astype(int)
)
indicators["n_jurisdictions"] = indicators["n_jurisdictions"].fillna(0).astype(int)
for col in ("fiscal_years_with_data", "answer_categories"):
indicators[col] = indicators[col].apply(_as_list)
indicators["observed_value_kind"] = indicators["observed_value_kind"].fillna("no_observations")
indicators["is_monetary"] = indicators["is_monetary"].fillna(False).astype(bool)
indicators["has_observations"] = indicators["n_observations"] > 0
return indicators.sort_values(key).reset_index(drop=True)
def build_jurisdictions(observations: pd.DataFrame) -> pd.DataFrame:
master = structures.jurisdiction_master()
stats = observations.groupby("jurisdiction_code").agg(
fiscal_years_with_data=("fiscal_year", _years),
survey_rounds_with_data=("survey_round", lambda s: sorted(set(s))),
n_observations=("value_raw", "size"),
in_isora_2016=("questionnaire_generation", lambda s: bool((s == "ISORA 2016").any())),
in_isora_2018=("questionnaire_generation", lambda s: bool((s == "ISORA 2018").any())),
in_isora_2020plus=("questionnaire_generation", lambda s: bool((s == "ISORA 2020+").any())),
)
out = master.merge(stats, left_on="jurisdiction_code", right_index=True, how="inner")
for col in ("fiscal_years_with_data", "survey_rounds_with_data"):
out[col] = out[col].apply(_as_list)
missing = set(stats.index) - set(master["jurisdiction_code"])
if missing:
raise ValueError(f"jurisdictions in data but not in master codelist: {sorted(missing)}")
return out.sort_values("jurisdiction_code").reset_index(drop=True)
def build_coverage(observations: pd.DataFrame) -> pd.DataFrame:
key = ["questionnaire_generation", "indicator_code", "fiscal_year"]
counts = observations.pivot_table(
index=key, columns="value_status", values="value_raw", aggfunc="size", fill_value=0
)
counts.columns = [f"n_{c}" for c in counts.columns]
counts["n_jurisdictions_reporting"] = counts.sum(axis=1)
return counts.reset_index().sort_values(key).reset_index(drop=True)
def write_table(frame: pd.DataFrame, path: Path, csv_dir: Path | None = None) -> None:
path.parent.mkdir(parents=True, exist_ok=True)
table = pa.Table.from_pandas(frame, preserve_index=False)
pq.write_table(table, path, compression="zstd")
log.info(
"wrote %s (%d rows, %d cols)",
path.relative_to(config.OUT_DIR),
len(frame),
len(frame.columns),
)
if csv_dir is not None:
csv_dir.mkdir(parents=True, exist_ok=True)
flat = frame.copy()
for col in flat.columns:
if flat[col].map(lambda v: isinstance(v, list)).any():
flat[col] = flat[col].map(
lambda v: ";".join(str(x) for x in v) if isinstance(v, list) else v
)
with gzip.open(csv_dir / (path.stem + ".csv.gz"), "wt", encoding="utf-8", newline="") as fh:
flat.to_csv(fh, index=False)
def observation_summary(obs: pd.DataFrame) -> dict:
per_gen = {}
for gen, part in obs.groupby("questionnaire_generation"):
per_gen[gen] = {
"rows": len(part),
"jurisdictions": int(part["jurisdiction_code"].nunique()),
"indicators": int(part["indicator_code"].nunique()),
"fiscal_years": _years(part["fiscal_year"]),
"value_status": {k: int(v) for k, v in part["value_status"].value_counts().items()},
"numeric_values": int(part["value_numeric"].notna().sum()),
"footnotes": int(part["footnote"].notna().sum()),
}
per_year = obs.groupby("fiscal_year").agg(
jurisdictions=("jurisdiction_code", "nunique"),
indicators=("indicator_code", "nunique"),
rows=("value_raw", "size"),
)
return {
"rows": len(obs),
"jurisdictions": int(obs["jurisdiction_code"].nunique()),
"indicator_codes": int(obs["indicator_code"].nunique()),
"fiscal_years": _years(obs["fiscal_year"]),
"by_generation": per_gen,
"by_fiscal_year": {
int(y): {k: int(v) for k, v in r.items()} for y, r in per_year.iterrows()
},
"value_status": {k: int(v) for k, v in obs["value_status"].value_counts().items()},
"unit_multiplier": {
int(k): int(v) for k, v in obs["unit_multiplier"].value_counts().items()
},
"monetary_unit": {str(k): int(v) for k, v in obs["monetary_unit"].value_counts().items()},
"indicator_value_kind": {
k: int(v) for k, v in obs["indicator_value_kind"].value_counts().items()
},
"encoding_repairs": {
"values": int(obs["value_raw"].str.contains("Ã|â€", regex=True).sum()),
"footnotes_with_turkiye_or_quotes": int(
obs["footnote"].fillna("").str.contains("‘|’|Türkiye", regex=True).sum()
),
},
}
def panel_summary(panel: pd.DataFrame, dictionary: pd.DataFrame, income_by_year: pd.Series) -> dict:
coverage = {
row["column"]: int(row["n_non_null_in_panel"])
for _, row in dictionary.drop_duplicates("column").iterrows()
}
return {
"rows": len(panel),
"jurisdictions": int(panel["jurisdiction_code"].nunique()),
"indicator_columns": int(dictionary["column"].nunique()),
"dictionary_rows": len(dictionary),
"income_group_by_year_matched": int(income_by_year.notna().sum()),
"income_group_by_year_total": len(income_by_year),
"non_null_by_column": coverage,
}
def history_summary(hist: pd.DataFrame) -> dict:
return {
"indicator_codes": len(hist),
"in_all_three_generations": int((hist["n_generations"] == 3).sum()),
"in_two_generations": int((hist["n_generations"] == 2).sum()),
"single_generation": int((hist["n_generations"] == 1).sum()),
"comparability_flag": {
k: int(v) for k, v in hist["comparability_flag"].value_counts().items()
},
"label_changed_2016_to_2018": int((hist["label_changed_2016_to_2018"] == True).sum()),
"label_changed_2018_to_2020plus": int(
(hist["label_changed_2018_to_2020plus"] == True).sum()
),
}
def run() -> dict:
out = config.OUT_DIR
data_dir, csv_dir = out / "data", out / "csv"
n2a = structures.numeric_to_alpha3()
master = structures.jurisdiction_master()
names = dict(zip(master["jurisdiction_code"], master["jurisdiction_name"]))
base_indicators = pd.concat(
[structures.indicator_table(f) for f in config.DATAFLOWS], ignore_index=True
)
parts = []
for flow in config.DATAFLOWS:
ind = base_indicators[base_indicators["questionnaire_generation"] == flow.generation]
monetary = set() if flow is LATEST else structures.declared_monetary_codes(ind)
part = clean_observations(flow, ind, n2a, names, monetary)[OBSERVATION_COLUMNS]
write_table(
part, data_dir / "observations" / f"{FILE_SLUG[flow.generation]}.parquet", csv_dir
)
parts.append(part)
observations = pd.concat(parts, ignore_index=True)
indicators = build_indicators(observations)
write_table(indicators, data_dir / "indicators.parquet", csv_dir)
history = build_indicator_history(indicators, observations)
write_table(history, data_dir / "indicator_history.parquet", csv_dir)
jurisdictions, wb_meta = worldbank.enrich_jurisdictions(build_jurisdictions(observations))
write_table(jurisdictions, data_dir / "jurisdictions.parquet", csv_dir)
wb_history = worldbank.load_history()
keys = (
observations[["jurisdiction_code", "fiscal_year"]].drop_duplicates().reset_index(drop=True)
)
income_by_year = pd.Series(
worldbank.income_group_for_years(wb_history, keys).to_numpy(),
index=pd.MultiIndex.from_frame(keys),
)
panel, panel_dictionary = build_panel(observations, jurisdictions, income_by_year)
write_table(panel, data_dir / "panel.parquet", csv_dir)
write_table(panel_dictionary, data_dir / "panel_dictionary.parquet", csv_dir)
coverage = build_coverage(observations)
write_table(coverage, data_dir / "coverage.parquet", csv_dir)
revisions, rev_summary = build_revisions()
write_table(revisions, data_dir / "revisions.parquet", csv_dir)
summary = {
"retrieved_at_utc": (config.RAW_DIR / "RETRIEVED_AT.txt").read_text().strip(),
"dataflows_used": [
{
"id": f.id,
"version": f.version,
"dsd_version": f.dsd_version,
"generation": f.generation,
}
for f in config.DATAFLOWS
],
"dataflow_versions_at_source": structures.dataflow_versions(),
"dataset_attributes": {f.id: structures.dataset_metadata(f.id) for f in config.DATAFLOWS},
"hierarchy_versions": structures.HIERARCHY_VERSIONS,
"observations": observation_summary(observations),
"indicators": {
"rows": len(indicators),
"by_generation": {
k: int(v) for k, v in indicators["questionnaire_generation"].value_counts().items()
},
},
"indicator_history": history_summary(history),
"jurisdictions": {"rows": len(jurisdictions), "world_bank": wb_meta},
"panel": panel_summary(panel, panel_dictionary, income_by_year),
"coverage": {"rows": len(coverage)},
"revisions": rev_summary,
}
(out / "metadata").mkdir(parents=True, exist_ok=True)
(out / "metadata" / "build_summary.json").write_text(
json.dumps(summary, indent=2, ensure_ascii=False), encoding="utf-8"
)
log.info("build complete")
return summary
if __name__ == "__main__":
logging.basicConfig(level=logging.INFO, format="%(levelname)s %(name)s: %(message)s")
run()
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