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parquet
Languages:
English
Size:
100K - 1M
Tags:
isora
international-survey-on-revenue-administration
tax-administration
revenue-administration
tax-authority
taxation
License:
File size: 9,164 Bytes
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 | """Turn the raw SDMX-CSV observation files into one clean, typed, long-format table."""
from __future__ import annotations
import html
import logging
import re
from dataclasses import dataclass
import pandas as pd
from isora_hf import config
from isora_hf.config import Dataflow
log = logging.getLogger(__name__)
NUMERIC_RE = re.compile(r"^[+-]?(\d+\.?\d*|\.\d+)([eE][+-]?\d+)?$")
SPACE_GROUPED_RE = re.compile(r"^-?\d{1,3}( \d{3})+$")
HTML_TAG_RE = re.compile(r"<[^>]+>")
WS_RE = re.compile(r"\s+")
MOJIBAKE_RE = re.compile(r"Ã|â€|Â")
STATUS_VALUE = "value"
STATUS_NOT_AVAILABLE = "not_available"
STATUS_NOT_APPLICABLE = "not_applicable"
STATUS_EMPTY = "empty"
STATUS_UNRECOGNIZED = "unrecognized_code"
UNIT_LCU = "local currency units"
UNIT_LCU_THOUSANDS = "thousands of local currency"
THOUSAND = 1000.0
KIND_NUMERIC = "numeric"
KIND_BINARY = "binary"
KIND_CATEGORICAL = "categorical"
KIND_TEXT = "free_text"
KIND_MIXED = "mixed"
KIND_NO_VALUES = "no_values"
MAX_CATEGORIES = 25
@dataclass(frozen=True)
class ParsedValue:
numeric: float | None
text: str | None
status: str
def repair_mojibake(text: str, max_rounds: int = 3) -> str:
"""Undo UTF-8 text that was decoded as cp1252 one or more times (e.g. '‘' -> '‘')."""
out = text
for _ in range(max_rounds):
if not MOJIBAKE_RE.search(out):
break
try:
candidate = out.encode("cp1252").decode("utf-8")
except (UnicodeEncodeError, UnicodeDecodeError):
break
if candidate == out:
break
out = candidate
return out
def clean_text(raw: str) -> str:
"""Strip HTML tags and entities that leak from the survey UI, repair encoding glitches,
collapse whitespace."""
no_tags = HTML_TAG_RE.sub(" ", html.unescape(raw))
return WS_RE.sub(" ", repair_mojibake(no_tags)).strip()
def parse_value(raw: str | None) -> ParsedValue:
"""Split the mixed-type OBSERVATION string into numeric / text / status."""
stripped = (raw or "").strip()
if not stripped:
return ParsedValue(None, None, STATUS_EMPTY)
if stripped in config.NOT_AVAILABLE_CODES:
return ParsedValue(None, None, STATUS_NOT_AVAILABLE)
if stripped in config.UNRECOGNIZED_CODES:
return ParsedValue(None, stripped, STATUS_UNRECOGNIZED)
if SPACE_GROUPED_RE.match(stripped):
stripped = stripped.replace(" ", "")
if NUMERIC_RE.match(stripped):
return ParsedValue(float(stripped), None, STATUS_VALUE)
text = clean_text(stripped)
if text.lower() in config.NOT_APPLICABLE_STRINGS:
return ParsedValue(None, text, STATUS_NOT_APPLICABLE)
return ParsedValue(None, text, STATUS_VALUE)
def observed_value_kind(numeric: pd.Series, text: pd.Series, status: pd.Series) -> str:
"""Infer what kind of answers an indicator actually holds from its parsed values."""
valued = status == STATUS_VALUE
n_num = int((valued & numeric.notna()).sum())
n_txt = int((valued & text.notna()).sum())
if n_num == 0 and n_txt == 0:
return KIND_NO_VALUES
if n_txt == 0:
return KIND_NUMERIC
if n_num > 0:
return KIND_MIXED
answers = set(text[valued & text.notna()].str.lower())
if answers <= {"yes", "no"}:
return KIND_BINARY
return KIND_CATEGORICAL if len(answers) <= MAX_CATEGORIES else KIND_TEXT
def read_raw(flow_id: str, version: str) -> pd.DataFrame:
path = config.RAW_DATA_DIR / f"{flow_id}__{version}.csv"
frame = pd.read_csv(path, dtype=str, keep_default_na=False, encoding="utf-8")
# Rows without a TIME_PERIOD are dataset/series-level attribute rows, not observations.
return frame[frame["TIME_PERIOD"] != ""].copy()
def _survey_round(year: int) -> str:
try:
return config.FISCAL_YEAR_TO_ROUND[year]
except KeyError as exc:
raise ValueError(f"fiscal year {year} has no known ISORA round") from exc
def monetary_columns(
flow: Dataflow,
indicator_code: pd.Series,
unit_multiplier: pd.Series,
numeric: pd.Series,
monetary_codes: set[str],
) -> tuple[pd.Series, pd.Series]:
"""Harmonize money amounts to base local-currency units.
ISORA 2016/2018 published monetary answers in thousands (as asked on the form) with SCALE=0.
The consolidated FY2018+ dataflow publishes the same questions already multiplied out to base
units and marks them with SCALE=3 (verified against GDP and revenue magnitudes)."""
if flow.generation == "ISORA 2020+":
is_units = unit_multiplier == 3
is_thousands = indicator_code.isin(config.LATEST_THOUSANDS_CODES)
unit = (
pd.Series(pd.NA, index=indicator_code.index, dtype="string")
.mask(is_units, UNIT_LCU)
.mask(is_thousands, UNIT_LCU_THOUSANDS)
)
harmonized = numeric.where(is_units).mask(is_thousands, numeric * THOUSAND)
else:
is_money = indicator_code.isin(monetary_codes)
unit = pd.Series(pd.NA, index=indicator_code.index, dtype="string").mask(
is_money, UNIT_LCU_THOUSANDS
)
harmonized = (numeric * THOUSAND).where(is_money)
return unit, harmonized
def clean_observations(
flow: Dataflow,
indicators: pd.DataFrame,
numeric_to_alpha3: dict[str, str],
jurisdiction_names: dict[str, str],
monetary_codes: set[str],
) -> pd.DataFrame:
raw = read_raw(flow.id, flow.version)
log.info("%s: %d observation rows", flow.id, len(raw))
if not (raw["PUBLIC_DATA"].str.lower() == "true").all():
raise ValueError(f"{flow.id}: found rows not flagged PUBLIC_DATA=true")
geo = raw[flow.geo_dimension]
if geo.str.fullmatch(r"\d+").all():
unmapped = sorted(set(geo) - set(numeric_to_alpha3))
if unmapped:
raise ValueError(f"{flow.id}: numeric jurisdiction codes without alpha-3: {unmapped}")
jurisdiction_code = geo.map(numeric_to_alpha3)
else:
jurisdiction_code = geo
parsed = [parse_value(v) for v in raw["OBSERVATION"]]
labels = indicators.set_index("indicator_code")["label"]
unknown = sorted(set(raw["INDICATOR"]) - set(labels.index))
if unknown:
raise ValueError(f"{flow.id}: indicator codes missing from codelist: {unknown[:10]}")
fiscal_year = raw["TIME_PERIOD"].astype(int)
numeric = pd.Series([p.numeric for p in parsed], index=raw.index, dtype="float64")
text = pd.Series([p.text for p in parsed], index=raw.index, dtype="string")
status = pd.Series([p.status for p in parsed], index=raw.index, dtype="string")
unit_multiplier = raw["SCALE"].replace("", "0").astype(int)
unit, harmonized = monetary_columns(
flow, raw["INDICATOR"], unit_multiplier, numeric, monetary_codes
)
kinds = (
pd.DataFrame({"i": raw["INDICATOR"], "n": numeric, "t": text, "s": status})
.groupby("i")
.apply(lambda g: observed_value_kind(g["n"], g["t"], g["s"]), include_groups=False)
)
out = pd.DataFrame(
{
"jurisdiction_code": jurisdiction_code.values,
"jurisdiction_name": jurisdiction_code.map(jurisdiction_names).values,
"fiscal_year": fiscal_year.astype("int16").values,
"survey_round": [_survey_round(y) for y in fiscal_year],
"questionnaire_generation": flow.generation,
"indicator_code": raw["INDICATOR"].values,
"indicator_label": raw["INDICATOR"].map(labels).values,
"indicator_value_kind": raw["INDICATOR"].map(kinds).values,
"value_raw": raw["OBSERVATION"].values,
"value_numeric": numeric.values,
"value_text": text.values,
"value_status": status.values,
"unit_multiplier": unit_multiplier.astype("int8").values,
"monetary_unit": unit.values,
"value_local_currency_units": harmonized.values,
"form_status": raw[flow.form_status_attr].replace("", None).values,
"footnote": raw["FOOTNOTE"].map(lambda s: clean_text(s) or None).values,
"source_dataflow": flow.id,
"source_dataflow_version": flow.version,
}
)
missing_names = out.loc[out["jurisdiction_name"].isna(), "jurisdiction_code"].unique()
if len(missing_names):
raise ValueError(f"{flow.id}: jurisdictions without a name: {sorted(missing_names)}")
dup = out.duplicated(["jurisdiction_code", "indicator_code", "fiscal_year"]).sum()
if dup:
raise ValueError(f"{flow.id}: {dup} duplicate (jurisdiction, indicator, year) keys")
return out.sort_values(["jurisdiction_code", "indicator_code", "fiscal_year"]).reset_index(
drop=True
)
OBSERVATION_COLUMNS = [
"jurisdiction_code",
"jurisdiction_name",
"fiscal_year",
"survey_round",
"questionnaire_generation",
"indicator_code",
"indicator_label",
"indicator_value_kind",
"value_raw",
"value_numeric",
"value_text",
"value_status",
"unit_multiplier",
"monetary_unit",
"value_local_currency_units",
"form_status",
"footnote",
"source_dataflow",
"source_dataflow_version",
]
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