From 22a0d0e6094655ae88bcec22ec9f16e90e7d0d55 Mon Sep 17 00:00:00 2001 From: Anthony Volk <14987227+anth-volk@users.noreply.github.com> Date: Fri, 16 Oct 2026 01:06:22 +0400 Subject: [PATCH 1/3] Pin .py 6.4.1 as the hosted runtime's model and data identity policyengine-us 1.764.6 was deleted from PyPI, so the hashed hosted lock can no longer be installed: CI's hosted Python job fails at the lock install and the Modal image, built from the same lock, cannot be rebuilt. No .py release can restore it either, because .py 5.0.0-5.3.1 all pin the deleted version. The hosted runtime now declares a single model dependency, `policyengine[us]==6.4.1`. Its `us` extra pins policyengine-us 2.2.1, policyengine-core 3.33.0 and spm-calculator 1.0.0, and the runtime derives and enforces exactly those versions instead of pinning them directly. The dataset moves to populace-us-2024-spm-20260915 (commit 8ab57ffc, sha256 6496cc43...), the US release that .py 6.4.1's bundle certifies. It is a source-enrichment child of the previously reviewed Build P release: the same tables and calibration plus `is_spm_independent_minor_role`, which policyengine-us 2.x needs to calculate SPM thresholds. On Build P itself, 2.2.1 refuses `spm_unit_spm_threshold` ("SPM unit has no classified adult"). validate_manifests now requires the installed .py's bundle manifest to certify the release ID, revision, dataset URI and SHA-256, manifest paths, model version and every release file digest it records, including the parent manifests. The release's own built-with Core (3.32.5) and build runtime block are no longer the identity, and the build manifest's exported-household count is checked only when the .py-certified build records one. A dataset or tuple the pinned .py does not certify is refused. verify_hosted_runtime.py, which also runs during the Modal image build, now binds the spm-calculator 1.0.0 and policyengine-us 2.2.1 SPM APIs. The old spm_calculator.forecast, spm_calculator.geoadj and spm_unit variable modules no longer exist. Real-data evidence comes from a local run of the hosted calculation path on the certified H5 under this exact tuple: `spm_unit_spm_threshold` was $3.888T weighted over 59,900 SPM units, `ca_income_tax` was $121.198B, a national -> CA -> national sequence reproduced identical values, and peak memory was about 1 GB. The production deploy workflow also runs a genuine national and California calculation on the new backend before promotion. Co-Authored-By: Claude Opus 5.5 --- backend/requirements.lock | 194 +++++++++++++-- backend/requirements.txt | 12 +- frontend/HOSTED_RUNTIME.md | 69 +++++- frontend/scripts/hosted_release.json | 28 ++- frontend/scripts/hosted_release.py | 220 ++++++++++++++++-- frontend/scripts/verify_hosted_runtime.py | 108 ++++++--- .../build_manifest.json | 40 ++++ .../release_manifest.json | 108 +++++++++ frontend/tests/test_hosted_release.py | 173 +++++++++----- .../tests/test_hosted_runtime_verification.py | 39 ++++ frontend/tests/test_modal_endpoint.py | 9 +- frontend/tests/test_model_dependency_pins.py | 59 +++++ 12 files changed, 908 insertions(+), 151 deletions(-) create mode 100644 frontend/tests/fixtures/populace-us-2024-spm-20260915/build_manifest.json create mode 100644 frontend/tests/fixtures/populace-us-2024-spm-20260915/release_manifest.json create mode 100644 frontend/tests/test_hosted_runtime_verification.py create mode 100644 frontend/tests/test_model_dependency_pins.py diff --git a/backend/requirements.lock b/backend/requirements.lock index aedf167e..4b1d417e 100644 --- a/backend/requirements.lock +++ b/backend/requirements.lock @@ -18,6 +18,12 @@ asttokens==3.0.2 \ --hash=sha256:3ecdbd8f2cc195f53ccada3a613538bb5f9ef6f6869129f13e03c30a677b8fe2 \ --hash=sha256:9da13157f5b28becde0bd374fc677dcd3c290614264eff096f167c469cd9f933 # via stack-data +attrs==26.1.0 \ + --hash=sha256:c647aa4a12dfbad9333ca4e71fe62ddc36f4e63b2d260a37a8b83d2f043ac309 \ + --hash=sha256:d03ceb89cb322a8fd706d4fb91940737b6642aa36998fe130a9bc96c985eff32 + # via + # jsonschema + # referencing blosc2==4.12.0 \ --hash=sha256:1bcdbc9c9e1238ae51c71f1b0ce96d2ba78a8a0d1f457348ef49b3dd5eee2ad2 \ --hash=sha256:21a5877274730af8429712ef8de25bbeaaa01b78dc0b8aa284740532c4373f71 \ @@ -308,7 +314,9 @@ h5py==3.16.0 \ --hash=sha256:fb1720028d99040792bb2fb31facb8da44a6f29df7697e0b84f0d79aff2e9bd3 \ --hash=sha256:ff24039e2573297787c3063df64b60aab0591980ac898329a08b0320e0cf2527 \ --hash=sha256:ffbab2fedd6581f6aa31cf1639ca2cb86e02779de525667892ebf4cc9fd26434 - # via policyengine-core + # via + # policyengine + # policyengine-core hf-xet==1.6.0 \ --hash=sha256:0e6e21fa3cdfcdcd76748564bf593870a5e013f47d97cf10aed63aa222cff5b7 \ --hash=sha256:23379c2f9ec8696d952b16414a2bae72cad86a52df869b050698ba60f538c675 \ @@ -466,6 +474,14 @@ jsonpickle==4.1.2 \ --hash=sha256:7ffe34426bc797684dbf1dc84185558bd864cd25b1ff5fb01b7405e392d0a937 \ --hash=sha256:8afed18aa189fd81e2e833b426bb4af485594921f0b1d36c2001fc5637a2f210 # via pyvis +jsonschema==4.26.0 \ + --hash=sha256:0c26707e2efad8aa1bfc5b7ce170f3fccc2e4918ff85989ba9ffa9facb2be326 \ + --hash=sha256:d489f15263b8d200f8387e64b4c3a75f06629559fb73deb8fdfb525f2dab50ce + # via policyengine +jsonschema-specifications==2025.9.1 \ + --hash=sha256:98802fee3a11ee76ecaca44429fda8a41bff98b00a0f2838151b113f210cc6fe \ + --hash=sha256:b540987f239e745613c7a9176f3edb72b832a4ac465cf02712288397832b5e8d + # via jsonschema markdown-it-py==4.2.0 \ --hash=sha256:04a21681d6fbb623de53f6f364d352309d4094dd4194040a10fd51833e418d49 \ --hash=sha256:9f7ebbcd14fe59494226453aed97c1070d83f8d24b6fc3a3bcf9a38092641c4a @@ -573,6 +589,7 @@ microdf-python==1.3.0 \ --hash=sha256:e17757a198648108eae24f39384e27b5ae8061acf1b43fa56520010dc00a7b55 \ --hash=sha256:f352fe32c25a4fd6d6188ef6aaca0214b53b29a8a7913aca6af0362dd9c922bd # via + # policyengine # policyengine-core # policyengine-us msgpack==1.2.2 \ @@ -874,6 +891,7 @@ packaging==26.3 \ # via # huggingface-hub # plotly + # policyengine # pytest # tables # wheel @@ -922,6 +940,7 @@ pandas==3.0.5 \ --hash=sha256:fa290c16964d4963fbfbc358928239cf3bd755b20e988ce944877def2f44471d # via # microdf-python + # policyengine # policyengine-core # policyengine-us # spm-calculator @@ -941,16 +960,20 @@ pluggy==1.6.0 \ --hash=sha256:7dcc130b76258d33b90f61b658791dede3486c3e6bfb003ee5c9bfb396dd22f3 \ --hash=sha256:e920276dd6813095e9377c0bc5566d94c932c33b27a3e3945d8389c374dd4746 # via pytest -policyengine-core==3.26.11 \ - --hash=sha256:17fb1b107f1e74792a8bfebe8ad0f2620a1cbdbabf8f358f25ac5f92738b8986 \ - --hash=sha256:2331d3879e484f6503ea9c11f1f185a873d31a4a5269dbc4250dcc9fb2edb40a +policyengine==6.4.1 \ + --hash=sha256:550c3a9ae9c74d409d2fa81b7090850c2e5115b57f91ef1814f3c5fddaca36f2 \ + --hash=sha256:cdc2549919cc5bebd767fc69ee192a01cb0874d7215a7489a0fa15275ec97e8a + # via -r backend/requirements.txt +policyengine-core==3.33.0 \ + --hash=sha256:2e32d02a8910ab683a2b7600987904b351d058fc2bd5910a8ea6641438bcd789 \ + --hash=sha256:5c923828dc84a7a1ff8f6f407f7a704fe067246dd277ede04c15f409804b9c19 # via - # -r backend/requirements.txt + # policyengine # policyengine-us -policyengine-us==1.764.6 \ - --hash=sha256:2b2c5c02c26ab212270948db1f30129728b625fc6109fc9ca0c604b714546909 \ - --hash=sha256:9817d48abc5b7d690b8abe33047005e5cf40b71654a85a2534bb5e3bcf921f79 - # via -r backend/requirements.txt +policyengine-us==2.2.1 \ + --hash=sha256:0993a6c73fcdfbe171a796aca9d302741bd8e00ab83388ad81c15a08740318c6 \ + --hash=sha256:d5300c91f3eae2e47a61f485fdfde91a892b80e95db3e46ff2c4bbd417d76501 + # via policyengine prompt-toolkit==3.0.53 \ --hash=sha256:01c0891d7f9237d5e339f7d3e42cdae80b7534abb1c7c0e3352efba6231492f2 \ --hash=sha256:9ec8a0ad96d5c56148b3f914aa79c1564c3fde5d2e6b876e7bc327e353cf8fa6 @@ -973,7 +996,9 @@ psutil==6.1.1 \ --hash=sha256:eaa912e0b11848c4d9279a93d7e2783df352b082f40111e078388701fd479e53 \ --hash=sha256:f35cfccb065fff93529d2afb4a2e89e363fe63ca1e4a5da22b603a85833c2649 \ --hash=sha256:fc0ed7fe2231a444fc219b9c42d0376e0a9a1a72f16c5cfa0f68d19f1a0663e8 - # via policyengine-core + # via + # policyengine + # policyengine-core ptyprocess==0.7.0 \ --hash=sha256:4b41f3967fce3af57cc7e94b888626c18bf37a083e3651ca8feeb66d492fef35 \ --hash=sha256:5c5d0a3b48ceee0b48485e0c26037c0acd7d29765ca3fbb5cb3831d347423220 @@ -992,6 +1017,7 @@ pydantic==2.13.5 \ # via # blosc2 # fastapi + # policyengine pydantic-core==2.46.5 \ --hash=sha256:013d6f3483d81e02e7c328831808f336c8596ee33b4bd4026b9ffb1e960b8942 \ --hash=sha256:03b9666e41e35d8909852ba191a0607520f81b74eaf12ccf8737005dbb313821 \ @@ -1207,18 +1233,157 @@ pyyaml==6.0.3 \ --hash=sha256:fa160448684b4e94d80416c0fa4aac48967a969efe22931448d853ada8baf926 \ --hash=sha256:fc09d0aa354569bc501d4e787133afc08552722d3ab34836a80547331bb5d4a0 # via huggingface-hub +referencing==0.37.0 \ + --hash=sha256:381329a9f99628c9069361716891d34ad94af76e461dcb0335825aecc7692231 \ + --hash=sha256:44aefc3142c5b842538163acb373e24cce6632bd54bdb01b21ad5863489f50d8 + # via + # jsonschema + # jsonschema-specifications requests==2.34.2 \ --hash=sha256:2a0d60c172f83ac6ab31e4554906c0f3b3588d37b5cb939b1c061f4907e278e0 \ --hash=sha256:f288924cae4e29463698d6d60bc6a4da69c89185ad1e0bcc4104f584e960b9ed # via # census # huggingface-hub + # policyengine # policyengine-core # spm-calculator rich==15.0.0 \ --hash=sha256:33bd4ef74232fb73fe9279a257718407f169c09b78a87ad3d296f548e27de0bb \ --hash=sha256:edd07a4824c6b40189fb7ac9bc4c52536e9780fbbfbddf6f1e2502c31b068c36 # via blosc2 +rpds-py==2026.9.1 \ + --hash=sha256:00ba2d8c7dd4ee537978ddf4b3fbd712bef2d8751603f7f3146b3f4287768e25 \ + --hash=sha256:01445c8d194aa032a08e944f16567672da1c62dbdbefd8b6d0693032e290cf68 \ + --hash=sha256:028ad274ea951dac64491b5d1e65712a4aeabfdbdb9fccf797b57bd899b0c495 \ + --hash=sha256:0483515261947e4e8b8e1375bf7463e7eb6ccfb3d86e7b554d90cd5285f20f32 \ + --hash=sha256:068c37bba854ec2fe42f7365c640af11dd9895890ccbf2df5070d0c059bd7f96 \ + --hash=sha256:074a4d198bc34d9a8ea425114fc3ded6d11ec01f6a314a8db67454a5152d8834 \ + --hash=sha256:07deecbfce94c78473018bc7d10b337cc651d12df87a1eb2cb3e4024bc9c33d0 \ + --hash=sha256:08dae4a4095150a7c4545a1fb40b98e1ab1744fbc2770d92c977b9dadaa49ab6 \ + --hash=sha256:0da298fb372dc192610a4b9ecbc68a0cd8b675bbbd1fc519d01b41cfd658333e \ + --hash=sha256:0f045bb053c9057720d72c56dffe30dffdc05997b2897a827b9325f0ab6623fa \ + --hash=sha256:10e208f2425d973938afcd56e28a7c4be32e27b6a60b5d381f49fb9d8acf9759 \ + --hash=sha256:136a1c3fe4402b7008bc81cb62ee538481795b61a7e83df88dff3b3f02b726ff \ + --hash=sha256:159a7aab5c5e8b112c8830f54717ce56da1252ebdbb526f5be2df2309280b9e7 \ + --hash=sha256:172e47169583f46ce118cbec68e6795d0da0f4606b488b6434f8276bca0a058c \ + --hash=sha256:1c2d1f6da5128eabf34e963d7163a818846075a52568250d006c4c953b40f903 \ + --hash=sha256:1d55198263bb51f557550c6ed2e6d1cb6a6fed6eb5c9120b741c5926bef8a45d \ + --hash=sha256:1d77b649e6f7cdf12ca5c2a98dad0ad37f9ea9b6f960408a92f0cb12bb3d04d9 \ + --hash=sha256:1e8d4d79d828299bf44a55db22a9388ab967b49d17132c88eab0f4360b48da8e \ + --hash=sha256:22ffd29a63d71fb1b81552c21f2c2b734949b7ac751a9be70675a939a900839b \ + --hash=sha256:2693b2728bbcc48d09a981a356954b0c47c53ff25b545856f28a889ea619f69a \ + --hash=sha256:270bdcdaac5d5b6f73c5e22e7e135c7f2a50e789f71d9e241d5be8d90026e19a \ + --hash=sha256:2711d29b653b3bce48a63d18b9c6b53274669e6d6c4094dddeb4d9a0e45128b2 \ + --hash=sha256:2c16ab111bc27c646ba8aa005d0527754edc538ebb636f0b1bf8e244b48d1945 \ + --hash=sha256:306ee1850d8105b5baf977e78d45fcadd12c1a54678d614c9baf217708446e91 \ + --hash=sha256:3231c4c0e521dafa5be0c9f114ee2c2ad46650836f2d72caa86801950c3e7044 \ + --hash=sha256:3890a6aa36e6baa53d5258a2a25d3ef8b37ad165a6ab27a892d7c3e3a432cd69 \ + --hash=sha256:3a72c11530d71abfb66c8d7696a2f86c43e63fca8b948f1a784ac490f4ec688e \ + --hash=sha256:3b5a6f40f0a1486b4b36c888123afc67acdbd9f33235927acf5ff295429a0ba3 \ + --hash=sha256:3c91c210ae7645626c608400e3519b4a642f837cce09ca830db3beb2e9f274d4 \ + --hash=sha256:3cd182d7291d29b92c521a0069d9c01ba6193628a9a105531d11b40a6d731a33 \ + --hash=sha256:3e524c7874ac72884d28e16dd5b8d839fd09e0fe76b020d3fbca23212a7b8c52 \ + --hash=sha256:3e93b2cd69a9830be33e03945cd7cda940a0a8bfcfbff41d6144f0cb0d3d8bd9 \ + --hash=sha256:3edae8c5ddfdb6985d49ae9d150516e5076888879022f91a26c2de9276ce0bdb \ + --hash=sha256:3f0e9ac28fc067d4d34b88ae43c48e9489455c97fee9633d851f7eeed5a05d35 \ + --hash=sha256:42e75466f83cd43f6026c81eab74246efb2bdadafb307b85700632d06c68f299 \ + --hash=sha256:44b32a7c4f0da3d28af31c259e38ddcff096f855e205ed0671d02fcf44f1ea1c \ + --hash=sha256:457866b85daf5034296666168b84a69e0b2e89dc4f1af102b46f6448a60b9063 \ + --hash=sha256:45bc6bccf78b20fd834237d18db64965d7ee68ba7f60440a26c7ab71e7b8d51a \ + --hash=sha256:46d80bc76b51a6c24f9944368c28d38b8bcbcea1da4f2f8d3ebc31a67e8c6ec6 \ + --hash=sha256:4793ef7f78268b124b73fa933440f01d258bbae01de9fa53e9080c9ab0425a12 \ + --hash=sha256:492e5e428cbe126221611f47e068f01660352feec4ad18bc0f5ea9b2ae88fb14 \ + --hash=sha256:4b26b03d9d2658ee2fa234f8f4f19f38a09773fe5261028025032e26d4d35af0 \ + --hash=sha256:4c0d2cb595a420b34d5086db0add011e26e2c09d6a024afbac4228bf8f863a30 \ + --hash=sha256:4cfaf02209061880210819934de2f4f6aa83dc04dafe6770276acc240a56da31 \ + --hash=sha256:501909f2e4a1e2dee528ef766fe3c469060ebc17e54a8383d404ba07a81a6f02 \ + --hash=sha256:50906f5aea24b5a865cbd0a589698288631d9f3a54c3a937c83aefa95a0d14af \ + --hash=sha256:54ac2158a6f96cfbabff0b2eedaf94b90c5ec7ca8317fcadc61e1c2b2e0ff6ef \ + --hash=sha256:56c6952a9b15047466d0c2347c446a761d4527f89976156341e68f0ce5cc08b0 \ + --hash=sha256:56cd8b3f77d7b6812f533b662186a1f28316931166ddc00fb893b1b0db7e9888 \ + --hash=sha256:57492a550a1d88d29d003247e5f78dd8cf04a701fac0e4c8db8745a6d2504e0a \ + --hash=sha256:5943980471829f6de242a20b109de3111ba6b77e3af0ffc587028ac854b05e6c \ + --hash=sha256:5c6ee90dee3e85e055ddfd502d611643d9b0fd94c818220bda84ec3dacd9b27b \ + --hash=sha256:5c90e7fa02e8f5de0d10c17595c568ada48c5302e749462c0ea1a4c362111a86 \ + --hash=sha256:5ce8943f79c2210f7abcc28e86367b03b28d95027fd01c46d2472373ae70c86f \ + --hash=sha256:617f59cde379b4f648a09797b7f683d04b90a46344cddab85639da5aff0f5531 \ + --hash=sha256:6307a0da524939decb8ca4a3933b8ab62525794411d6984fca6726e732804af6 \ + --hash=sha256:684fd492fff4fead00587544e059be2bbcb6f93454f21fa2a91b66fc7508be82 \ + --hash=sha256:6b5b393eda5ea42cca1c1a6665f2a4882b4fd5d1777e41ce0545a107fb008c9d \ + --hash=sha256:6b723eb406dec5bc9ec516c73ab9c3239a3284e017f7eb89ee2b3258bd504fb7 \ + --hash=sha256:6b9bf3135b4ad5981df9a73d71a35272d650a2985ae9c2746357b24d59de2448 \ + --hash=sha256:6beb738155fe8ab8091afdfa5a3226b21c2b1593f1e50ebb90eb25b44dbc0391 \ + --hash=sha256:6c0dbbcc19735fe5f8b0a54c07659d154a9e69f47e15d0a6ab7299215daf62cb \ + --hash=sha256:6cdc537c8633d7fd92a82e2e0d2ab74320a3f63d5e59fb9cf08711e08fe151c4 \ + --hash=sha256:6eae33003518fd4cb4f83a218d5371469dd3001aa3b87128c005b07762f7fe5e \ + --hash=sha256:740d0a99cf9de0b17a3943388e9294a59becf75e7c43421f387bd3c7a9901f7c \ + --hash=sha256:75c38c50ab9aca840225d9a9a3810bf11d04bd5c1f186cabbb8aee56db3e9b15 \ + --hash=sha256:761fdae6728ceb99ab182fad2f0cc1e262f610834dc891aea1d1a2a2e634776f \ + --hash=sha256:7664419f27db41d4f1c43a78dccda7dd6e8ef2428df3ee01d0c2a07a6b071297 \ + --hash=sha256:76d3af9732d2dab69f28179b40ba2d87e2f1d5824b4a694780aa787d685e8f36 \ + --hash=sha256:78326f4cb4427a56ba4996c0762b63be45f06b85f086526420d2b3a66e40f84d \ + --hash=sha256:7868b85224291c6cb6759f9b5adb9745f486d226f62b16a614dd5a2a5ab2b35b \ + --hash=sha256:815d26356930846a40c7bc1366e7b1b0320ab8a063e66c11298a208bed0fd237 \ + --hash=sha256:8171b44a054e5c67fd748ada04187f1250bf35b95f85e52ab64bcf3331a923bb \ + --hash=sha256:821b2755db9194409254012f429c56643416fb96ef9be090be82ec8826b7f477 \ + --hash=sha256:837c6b305e26fe0f75b15c92cf3b2ba29e0ae19dc40b1c557b026cb426347d0c \ + --hash=sha256:839dde845559254f34885267c6878f60d61d5205180226d976fe488d45fa128e \ + --hash=sha256:84a6ecc0c940169190d2c23bd969debd48c94dbc855acd60188a68d71d421608 \ + --hash=sha256:8601470267d938bcb7f3ab1a336100af51a4fd5b6ed030ef52461bb3ef5e7e07 \ + --hash=sha256:88b5268892fde430d5531f95bc560b6efbbd67c929662c586afd729a96e7461c \ + --hash=sha256:8aa5dda18d39b6143eb24809d158f9252c88f402749b6f1b62a506cc7d96cc35 \ + --hash=sha256:926bdd3e3b5998ddf70cc64bc8cf57209571f9044542913afb673799fec77dd0 \ + 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--hash=sha256:b242c27c8f836305a4a72df9cdd564386ac57b807bd252a063223331c9316b37 \ + --hash=sha256:b4f062343e7ad3fa94f2c66e5ae667dee47ee74dd41a9057c4fbe163236a123d \ + --hash=sha256:b5b8b0753718d258fd454283fbd57e14545d3b40583fa672e27cb4f987626bcc \ + --hash=sha256:be3e47e2d91aa3942ff9bf4077a505226005abfc39b6f7554a91c1b9393986b9 \ + --hash=sha256:befc2d6a953e563f8a7bfd87a42c22ebf8a3e980dcb7b6a4d17b70b0e914e8a3 \ + --hash=sha256:bf35d0568abda97233239ce32896d3ad53fccc537832c104e30c94aa5fb93569 \ + --hash=sha256:c933c6678c6f116ff8af47a4c6db0868b8ace74af0343016c0ef00f00272ea69 \ + --hash=sha256:c9d1aca01f49170fdcf5c92761b1fafe97f554b721ca4570c5949fff778f0d4b \ + --hash=sha256:cdeaa99ce822dca76cfb1b993e9120c5ea212f2eb66d48950ad63c349668a018 \ + --hash=sha256:ce4d4f52e2a4324396caddbd45a97d8d7be5f42edd25d2355282a9c34f9b2f7f \ + --hash=sha256:d1028417bb44037eb3069c1009bd7b7277212876cda22fbe565b0bca9fab6d2c \ + --hash=sha256:d151e148117294133bf8af7eeace085e7e87432db15ab6adf640330298a47f6f \ + --hash=sha256:d7841166b7fa64c9c56404617ae4341448847482d45933b13135d26c130519e5 \ + --hash=sha256:d7fca4eb6df565e2a928f1c7dad92d27db8f9df0f449e76423ed5d7e713ed445 \ + --hash=sha256:d95a354e02393eada6d7351184671aced9d4cce109dabf927cb7aa99624352a1 \ + --hash=sha256:d9edf30457d74eebfd76b045535e36f1cd89062566a128a0db2145ca042d787e \ + --hash=sha256:dbc2673f9223d420c91145599b3ba45a8a50c207d1976908e5fb5ddb0c9b9429 \ + --hash=sha256:e01b3c878c8641913e688edd1b3f08658c6783d29cf6b826bd3c0d1ae7a1ffaa \ + --hash=sha256:e21c1429e205828ea886a2293a4a2c8e01f4c25d9893ca330e97a6cf73f52e7b \ + --hash=sha256:e43d4a1f673e8a1cbd8533e809e02b4bf9d4f2280269bb640436556312121250 \ + --hash=sha256:e6d198bad4e49dd6732fbd636e2fc5c082f45c8cad0b4acb756b00c82c76072e \ + --hash=sha256:e6ea1cda8d8c688278430e4268a42f5e5da3bdd74578dfadc0820c3f1766ce83 \ + --hash=sha256:ea394a937f17a54c51239348bdbe2e3518124c8d4a8951ba04a311d3095bd18f \ + --hash=sha256:eac2f5dbafd585dfe31f86a23ebf0d3ba480a9d49ebc87947267b5608d4ea0cd \ + --hash=sha256:eb61be926bb81567c1f48bdc8aa22b9855048dc2efd53871f9f7e6e9a5632346 \ + --hash=sha256:eba5d173f7d5708b22a93815017a4611873ed54db9f268077c0dd1ed99cfc858 \ + --hash=sha256:ec450527cbf485e13c8d3602a54f428ab0432fdade0ede75efd74b735421c871 \ + --hash=sha256:eef6a03b0b6d08d0835ccfa8ec8d1bc70525e3801387567137b50c557695e6da \ + --hash=sha256:ef0d8c843e2827d6c120ab4687e9423fb1d893db1df27b7c1506615bcb9734a0 \ + --hash=sha256:ef6b65b03247c54692ad4fd9ee97cb772781927db72e3cb05e70b3db6d1ff14f \ + --hash=sha256:f3d6ed6a98cfd19155996605474982cc470d7601746a6439078f1a5a3fa8b050 \ + --hash=sha256:fce4b85234a0cbad67bf8e6e1201ee815d172c9aebad75f25645bc4d834f8e31 \ + --hash=sha256:fda1d96e542c37b6c804547dbf489c129fe7c97183a76a5ec275909ba1a063df \ + --hash=sha256:fdcd198979b4ecffcc1beba366a7fbcf4eb41243691a82fe52ceb0b902f09c12 \ + --hash=sha256:fe5ad0664ec772b02c45859041aa17655709cced7a31005817fbbbd988c25567 + # via + # jsonschema + # referencing six==1.17.0 \ --hash=sha256:4721f391ed90541fddacab5acf947aa0d3dc7d27b2e1e8eda2be8970586c3274 \ --hash=sha256:ff70335d468e7eb6ec65b95b99d3a2836546063f63acc5171de367e834932a81 @@ -1227,11 +1392,11 @@ sortedcontainers==2.4.0 \ --hash=sha256:25caa5a06cc30b6b83d11423433f65d1f9d76c4c6a0c90e3379eaa43b9bfdb88 \ --hash=sha256:a163dcaede0f1c021485e957a39245190e74249897e2ae4b2aa38595db237ee0 # via policyengine-core -spm-calculator==0.3.1 \ - --hash=sha256:41f2f4d00d8c03422a7d57b800052e7760b88e463a5884802f83ed58d35c18c1 \ - --hash=sha256:52c57ecc5a240ec941b0f2b0d93bc4fa437ef6250e233baed8e11916fa9c1150 +spm-calculator==1.0.0 \ + --hash=sha256:a99aac8c2c0bf81a9455105bbf872366f1ea9066a99cd793714881cd3db846dc \ + --hash=sha256:e354937a5e1a4045d4966ed594a528d8b02866fabaac9bb5672017004b627305 # via - # -r backend/requirements.txt + # policyengine # policyengine-us stack-data==0.6.3 \ --hash=sha256:836a778de4fec4dcd1dcd89ed8abff8a221f58308462e1c4aa2a3cf30148f0b9 \ @@ -1287,6 +1452,7 @@ typing-extensions==4.16.0 \ # huggingface-hub # pydantic # pydantic-core + # referencing # starlette # typing-inspection typing-inspection==0.4.4 \ diff --git a/backend/requirements.txt b/backend/requirements.txt index 635493b2..648e838c 100644 --- a/backend/requirements.txt +++ b/backend/requirements.txt @@ -1,9 +1,9 @@ -# Match the reviewed Build P certificate and immutable data identity in -# frontend/scripts/hosted_release.json. Upgrade all model/data pins together. -policyengine-us==1.764.6 -policyengine-core==3.26.11 -# This country wheel imports legacy SPM APIs and has no upper dependency bound. -spm-calculator==0.3.1 +# .py (the PyPI package `policyengine`) is the hosted runtime's model identity. +# Upgrade by bumping .py; the dataset in frontend/scripts/hosted_release.json must +# be one that version of .py certifies. Never pin policyengine-us, +# policyengine-core or spm-calculator here: their versions come from .py's `us` +# extra and are checked against frontend/scripts/hosted_release.json. +policyengine[us]==6.4.1 huggingface_hub>=0.25,<1.0 numpy>=1.26,<3.0 fastapi==0.141.1 diff --git a/frontend/HOSTED_RUNTIME.md b/frontend/HOSTED_RUNTIME.md index 898e5755..f7b3a525 100644 --- a/frontend/HOSTED_RUNTIME.md +++ b/frontend/HOSTED_RUNTIME.md @@ -2,14 +2,57 @@ The Next.js dashboard proxies variable requests to a private Modal service. The service executes `scripts/microcosm_variable_core.py`, also used by the local command-line tool, -and verifies the reviewed model tuple, both release manifests, and the H5 bytes before -constructing a native PolicyEngine microsimulation. Weighted results use MicroSeries. -The root evaluation environment and its recorded outputs remain separate. +and verifies the installed .py version and the model versions it pins, both release +manifests, the data certification and the H5 bytes before constructing a native +PolicyEngine microsimulation. Weighted results use MicroSeries. The root evaluation +environment and its recorded outputs remain separate. The runtime uses Python 3.12 and the hashed `../backend/requirements.lock`. Regenerate that lock with `uv pip compile backend/requirements.txt --python-version 3.12 --generate-hashes --output-file backend/requirements.lock` from the repository root. -Upgrade the country model, Core, SPM and `scripts/hosted_release.json` together. + +## Model and data identity + +.py (the PyPI package `policyengine`) is the model identity, and +`backend/requirements.txt` declares only `policyengine[us]==VERSION`. **Upgrade by +bumping .py; the dataset must be one that version of .py certifies.** Never pin +`policyengine-us`, `policyengine-core` or `spm-calculator` directly; a test fails if a +bare pin reappears. `scripts/hosted_release.json` records the certifying .py version +in `certifying_package` and the reviewed data identity: repository, immutable commit +`hf_revision`, release ID, H5 filename and SHA-256, data year, and the canonical +digests of both release manifests. + +`scripts/hosted_release.py` enforces the identity in two places: + +- `validate_runtime` requires the installed .py to be the reviewed version, derives + the exact `policyengine-us`, `policyengine-core` and `spm-calculator` versions from + that .py's `us` extra, requires the `packages` block to equal them, and requires the + installed versions to equal them exactly. It runs before any manifest or H5 download. +- `validate_manifests` checks both manifest digests and the release's own identity + fields, then requires the installed .py's bundle manifest + (`policyengine/data/bundle/manifest.json`) to certify this release: its release ID, + revision, dataset URI and SHA-256, manifest paths, model version, and the digest of + every release file it records, including the parent release and build manifests. + +The release's own built-with Core version and its build manifest's `runtime` block are +not the identity: .py is. For the same reason the build manifest's exported-household +count is checked by `verify_hosted_runtime.py --dataset-file` only when the +.py-certified build records one. + +The reviewed release is `populace-us-2024-spm-20260915`, the US dataset .py 6.4.1 +certifies. It is a source-enrichment release of +`populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z`: the same tables +and calibration plus `is_spm_independent_minor_role`, which `policyengine-us` 2.x +requires to calculate SPM thresholds. Its parent manifests are the Build P manifests +previously reviewed here. + +To upgrade: + +1. Bump `policyengine[us]` in `backend/requirements.txt` and regenerate the lock. +2. Read the new .py's `data_releases.us` bundle entry, and set `hosted_release.json`'s + data identity and `packages` to what that .py certifies and pins. +3. Refresh the manifest fixtures under `tests/fixtures/`, then qualify the deployment + with the checks below. ## Automated production deployment @@ -80,14 +123,20 @@ serializes requests (`max_inputs=1`, one container). It scales to zero. Its work holds the normal HF download; there is no Vercel RAM-backed HDF5 workaround. Observe the actual deployed allocation and response resource measurements rather than assuming the requested allocation is sufficient. -The identical local SPM reference peaked at approximately 12 GB; an 8 GiB hosted -allocation did not complete the calculation. The required checks below must still pass. +Under policyengine-us 1.764.6 the local SPM reference peaked at approximately 12 GB, and +an 8 GiB hosted allocation did not complete the calculation. Under .py 6.4.1 +(policyengine-us 2.2.1, spm-calculator 1.0.0), a local national `spm_unit_spm_threshold` +calculation, then `ca_income_tax`, then the national threshold again, peaked at about +1 GB resident memory (macOS, 2026-10-16). Keep the 16 GiB allocation until a hosted +measurement under the new tuple is recorded. The required checks below must still pass. The service loads only the reviewed 2024 input. It validates the native dataset year and wraps that `USSingleYearDataset` in a one-entry `USMultiYearDataset` before constructing the simulation. This compatibility step prevents the pinned country package from -automatically allocating copies for later economic-assumption years. Remove the wrapper -only after upgrading to a country-package version that supports an explicit extension -end year, and qualify that upgrade with the same calculation checks. +automatically allocating copies for later economic-assumption years: policyengine-us +2.2.1's `Microsimulation` still extends a single-year dataset through every +economic-assumption year and does not let the caller set the end year. Remove the +wrapper only after upgrading to a country-package version that does, and qualify that +upgrade with the same calculation checks. Only one native simulation stays resident: changing between national and state scopes evicts the preceding simulation before loading the next input tables. Same-scope requests can reuse it; mixed variable lists may rebuild when their scopes change. @@ -118,7 +167,7 @@ explicitly. Without a remote URL, local calculations still use the shared Python selection and answers 409. A 200 metadata receipt therefore also records that this deployment is not carrying a stale override. 2. On a fresh backend deployment, run a genuine `spm_unit_spm_threshold` lookup for 2024 - on the pinned BuildP release through the exact Next preview. Require JSON 200, verified + on the pinned release through the exact Next preview. Require JSON 200, verified H5 SHA-256, exact model/source identity, `execution.simulation_cache_hits.national=false` and a non-null weighted result. Require comparison with a separately executed reference using the identical source, package tuple and immutable H5. An older Core version's diff --git a/frontend/scripts/hosted_release.json b/frontend/scripts/hosted_release.json index 1555ac3e..aef8da6d 100644 --- a/frontend/scripts/hosted_release.json +++ b/frontend/scripts/hosted_release.json @@ -1,23 +1,29 @@ { - "schema_version": 1, + "schema_version": 2, "repo": "policyengine/populace-us", - "hf_revision": "f09f2f3b9fa8409642dc0c7fc9c8f7516ae0e3c5", - "release_id": "populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z", + "hf_revision": "8ab57ffc2ca41d8af631ff62ebbce95e966299f3", + "release_id": "populace-us-2024-spm-20260915", "filename": "populace_us_2024.h5", - "sha256": "48b9d479fb4fd1c3537f9383ce4697d130b6f618658409d74f6233c43b994c7e", + "sha256": "6496cc4393d4d3c6574f76eca231de5898c803b9067645591fd5c4d3e65aee84", "data_year": 2024, "release_manifest": { - "path": "releases/populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z/release_manifest.json", - "json_sha256": "ecda19d971fad6d7ffcbb9ad1cbcb7825e1cdfa022f6da1eb89fcc96eb1250b0" + "path": "releases/populace-us-2024-spm-20260915/release_manifest.json", + "json_sha256": "73f6a102b7721e188af3a39e1d6f22cd31750ce7c44bd1e230b8ac8e5bd788e8" }, "build_manifest": { - "path": "releases/populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z/build_manifest.json", - "json_sha256": "f503fc887efcf3ae5b36741f395e91d46f7e870f7f5d1254d3b7f79a4f3e655c" + "path": "releases/populace-us-2024-spm-20260915/build_manifest.json", + "json_sha256": "9db2a76cd9761ab2fcdb0c929613f9637ef9532eefeea39ec5fa93f7785648b1" + }, + "certifying_package": { + "name": "policyengine", + "version": "6.4.1", + "extra": "us" }, "packages": { - "policyengine-us": "1.764.6", - "policyengine-core": "3.26.11", - "spm-calculator": "0.3.1" + "policyengine": "6.4.1", + "policyengine-us": "2.2.1", + "policyengine-core": "3.33.0", + "spm-calculator": "1.0.0" }, "manifest_digest_algorithm": "sha256-json-sort-keys-compact-ascii-escaped-utf8" } diff --git a/frontend/scripts/hosted_release.py b/frontend/scripts/hosted_release.py index 15246849..6370e431 100644 --- a/frontend/scripts/hosted_release.py +++ b/frontend/scripts/hosted_release.py @@ -1,17 +1,28 @@ -"""The reviewed immutable model/data contract for hosted variable calculations.""" +"""The reviewed immutable model/data contract for hosted variable calculations. + +.py (the PyPI package ``policyengine``) is the model identity. The runtime must +install exactly the policyengine-us, policyengine-core and spm-calculator +versions that the pinned .py's country extra pins, and it accepts only the data +release that the same .py version's bundle manifest certifies. +""" from __future__ import annotations import hashlib import json +from importlib import metadata from pathlib import Path from typing import Any -from packaging.specifiers import SpecifierSet +from packaging.requirements import Requirement +from packaging.utils import canonicalize_name from scripts.runtime_identity import runtime_identity MANIFEST_DIGEST_ALGORITHM = "sha256-json-sort-keys-compact-ascii-escaped-utf8" +RELEASE_SCHEMA_VERSION = 2 +MODEL_PACKAGE = "policyengine-us" +PY_BUNDLE_MANIFEST = "policyengine/data/bundle/manifest.json" class VariableCalculationError(RuntimeError): @@ -62,9 +73,95 @@ def validate_selection( return config +def certifying_package(config: dict[str, Any]) -> dict[str, str]: + """Return the reviewed .py identity that pins the model and certifies data.""" + certifier = config.get("certifying_package") + if config.get("schema_version") != RELEASE_SCHEMA_VERSION or not ( + isinstance(certifier, dict) and set(certifier) == {"name", "version", "extra"} + ): + raise VariableCalculationError( + "The reviewed release does not name its certifying .py package.", + status_code=503, + ) + return certifier + + +def _installed_certifier(certifier: dict[str, str]) -> metadata.Distribution: + """Return the installed .py distribution, refusing any other version.""" + required = f"{certifier['name']}=={certifier['version']}" + try: + distribution = metadata.distribution(certifier["name"]) + except metadata.PackageNotFoundError as exc: + raise VariableCalculationError( + f"The reviewed release requires {required}; the runtime has None.", + status_code=503, + ) from exc + if distribution.version != certifier["version"]: + raise VariableCalculationError( + f"The reviewed release requires {required}; " + f"the runtime has {distribution.version!r}.", + status_code=503, + ) + return distribution + + +def py_pinned_packages(certifier: dict[str, str]) -> dict[str, str]: + """Derive the exact package versions the installed .py pins for its extra.""" + distribution = _installed_certifier(certifier) + required = f"{certifier['name']}=={certifier['version']}" + pinned_versions = {} + for requirement_text in distribution.requires or []: + requirement = Requirement(requirement_text) + marker = requirement.marker + if ( + marker is None + or marker.evaluate({"extra": ""}) + or not marker.evaluate({"extra": certifier["extra"]}) + ): + continue + specifiers = list(requirement.specifier) + if len(specifiers) != 1 or specifiers[0].operator != "==": + raise VariableCalculationError( + f"{required} does not pin {requirement.name} to one exact version.", + status_code=503, + ) + pinned_versions[canonicalize_name(requirement.name)] = specifiers[0].version + if MODEL_PACKAGE not in pinned_versions: + raise VariableCalculationError( + f"{required} does not pin {MODEL_PACKAGE} in its " + f"{certifier['extra']!r} extra.", + status_code=503, + ) + return pinned_versions + + def validate_runtime(config: dict[str, Any]) -> dict[str, Any]: """Check actual installed versions before fetching any population inputs.""" + certifier = certifying_package(config) + required = f"{certifier['name']}=={certifier['version']}" runtime = runtime_identity() + installed_certifier = runtime["packages"].get(certifier["name"]) + if installed_certifier != certifier["version"]: + raise VariableCalculationError( + f"The reviewed release requires {required}; " + f"the runtime has {installed_certifier!r}.", + status_code=503, + ) + pinned_versions = py_pinned_packages(certifier) + reviewed_versions = { + package: version + for package, version in config["packages"].items() + if package != certifier["name"] + } + if ( + config["packages"].get(certifier["name"]) != certifier["version"] + or reviewed_versions != pinned_versions + ): + raise VariableCalculationError( + f"The reviewed package versions {reviewed_versions} are not the ones " + f"{required} pins: {pinned_versions}.", + status_code=503, + ) for package, expected in config["packages"].items(): installed = runtime["packages"].get(package) if installed != expected: @@ -89,7 +186,7 @@ def validate_manifests( manifest: dict[str, Any], build_manifest: dict[str, Any], ) -> None: - """Require reviewed manifest contents and matching model/data certification.""" + """Require reviewed manifest contents and the pinned .py's data certification.""" if config.get("manifest_digest_algorithm") != MANIFEST_DIGEST_ALGORITHM: raise VariableCalculationError("Unsupported manifest digest algorithm.") for key, document in ( @@ -116,23 +213,6 @@ def validate_manifests( }.items(): if artifact[field] != expected: raise ValueError(f"artifact {field} mismatch") - for package, field in ( - ("policyengine-us", "model"), - ("policyengine-core", "core"), - ): - expected = config["packages"][package] - built = build[f"built_with_{field}_package"] - if built != {"name": package, "version": expected}: - raise ValueError(f"built {package} mismatch") - compatible = manifest[f"compatible_{field}_packages"] - if not any( - entry["name"] == package - and expected in SpecifierSet(entry["specifier"]) - for entry in compatible - ): - raise ValueError(f"release does not certify {package}=={expected}") - if build_manifest["runtime"][package] != expected: - raise ValueError(f"build manifest {package} mismatch") if build_manifest["dataset"]["sha256"] != config["sha256"]: raise ValueError("build manifest dataset SHA-256 mismatch") if build_manifest["dataset"]["filename"] != config["filename"]: @@ -141,6 +221,106 @@ def validate_manifests( raise VariableCalculationError( f"Incompatible reviewed release certificate: {exc}" ) from exc + # The release's own built-with Core and build-runtime fields are not the + # model identity: .py is. Its certification replaces those checks. + validate_py_certification(config, manifest) + + +def py_bundle_manifest(certifier: dict[str, str]) -> dict[str, Any]: + """Read the bundle manifest shipped inside the installed .py distribution.""" + distribution = _installed_certifier(certifier) + bundle_path = Path(str(distribution.locate_file(PY_BUNDLE_MANIFEST))) + try: + return json.loads(bundle_path.read_text()) + except (OSError, ValueError) as exc: + raise VariableCalculationError( + f"{certifier['name']}=={certifier['version']} has no readable " + "bundle manifest.", + status_code=503, + ) from exc + + +def validate_py_certification(config: dict[str, Any], manifest: dict[str, Any]) -> None: + """Accept only the data release that the pinned .py certifies for its extra.""" + certifier = certifying_package(config) + bundle = py_bundle_manifest(certifier) + release_id = config["release_id"] + model_version = config["packages"][MODEL_PACKAGE] + try: + if bundle["policyengine_version"] != certifier["version"]: + raise ValueError("this release: the bundle belongs to another .py version") + certified = bundle["data_releases"][certifier["extra"]] + certification = certified["certification"] + artifact = certified["certified_data_artifact"] + data_package = certified["data_package"] + expected_dataset_uri = ( + f"hf://{config['repo']}/{config['filename']}@{release_id}" + ) + for label, certified_value, reviewed_value in ( + ("the release", certified["build_id"], release_id), + ("the data build", certification["data_build_id"], release_id), + ("the dataset SHA-256", artifact["sha256"], config["sha256"]), + ("the dataset URI", artifact["uri"], expected_dataset_uri), + ("the data repository", data_package["repo_id"], config["repo"]), + ( + "the release manifest", + data_package["release_manifest_path"], + config["release_manifest"]["path"], + ), + ( + "the release revision", + data_package["release_manifest_revision"], + release_id, + ), + ( + "the build manifest", + certified["datasets"]["build_manifest"]["path"], + config["build_manifest"]["path"], + ), + ( + "the model version", + certification["certified_for_model_version"], + model_version, + ), + ("the model package", certified["model_package"]["version"], model_version), + ( + "the built-with model", + { + "name": MODEL_PACKAGE, + "version": certification["built_with_model_version"], + }, + manifest["build"]["built_with_model_package"], + ), + ): + if certified_value != reviewed_value: + raise ValueError(label) + for parent in ("parent_release_manifest", "parent_build_manifest"): + if certified["datasets"][parent]["revision"] != release_id: + raise ValueError(f"the {parent} revision") + # Every file .py records at this release revision, including the parent + # manifests, must be the file the reviewed release manifest lists. + for key, record in certified["datasets"].items(): + if record.get("revision") != release_id: + continue + listed = manifest["artifacts"].get(key) + if not isinstance(listed, dict) or listed.get("sha256") != record["sha256"]: + raise ValueError(f"the {key} digest") + except (KeyError, TypeError, ValueError) as exc: + raise VariableCalculationError( + "Incompatible reviewed release certificate: " + f"{certifier['name']}=={certifier['version']} does not certify {exc}." + ) from exc + + +def recorded_household_count(build_manifest: dict[str, Any]) -> int | None: + """Return the build's exported household count when its manifest records one. + + A .py-certified source-enrichment release, such as the reviewed + populace-us-2024-spm-20260915, does not record it; callers then rely on the + .py certification checked by ``validate_manifests``. + """ + dataset = build_manifest.get("dataset") or {} + return (dataset.get("default") or {}).get("n_exported_households") def download_certification(config: dict[str, Any], downloader: Any) -> None: diff --git a/frontend/scripts/verify_hosted_runtime.py b/frontend/scripts/verify_hosted_runtime.py index 5d6f7a3b..7d3108b1 100644 --- a/frontend/scripts/verify_hosted_runtime.py +++ b/frontend/scripts/verify_hosted_runtime.py @@ -1,17 +1,20 @@ """Check the hosted dependency assembly and imported APIs without a population. -Run from the repository root with the hosted requirements installed separately -from the frozen scientific checkpoint: +The Modal image runs this while it is built. Run it from the repository root +with the hosted requirements installed separately from the root evaluation +environment: uv run --no-sync python frontend/scripts/verify_hosted_runtime.py """ import argparse import inspect import json +import math import os import sys -from importlib import import_module, metadata +from importlib import metadata from pathlib import Path +from typing import Any from packaging.requirements import Requirement @@ -19,15 +22,69 @@ from scripts.hosted_release import ( load_verified_native_input, + recorded_household_count, reviewed_release, validate_manifests, validate_runtime, ) from scripts.runtime_identity import runtime_identity +# spm-calculator installs these on the country system; the deployment checks +# calculate the first one. +SPM_MEASUREMENT_VARIABLES = ( + "spm_unit_spm_threshold", + "spm_unit_reference_spm_threshold", + "spm_unit_geographic_adjustment", +) + + +def verify_source_apis(data_year: int) -> dict[str, Any]: + """Bind the country, data and SPM APIs the hosted code uses; load no population.""" + from huggingface_hub import hf_hub_download + from policyengine_us import Microsimulation + from policyengine_us.data import USMultiYearDataset, USSingleYearDataset + from policyengine_us.spm import DATASET_SOURCE_INPUTS, create_spm_provider + from policyengine_us.system import system + + # Bind supported signatures, without invoking a simulation or a download. + inspect.signature(Microsimulation).bind(dataset="not-loaded.h5") + inspect.signature(USSingleYearDataset).bind(file_path="not-loaded.h5") + inspect.signature(USMultiYearDataset).bind(datasets=[]) + inspect.signature(hf_hub_download).bind( + repo_id="policyengine/populace-us", + filename="populace_us_2024.h5", + revision="not-downloaded", + repo_type="dataset", + ) + for variable_name in (*SPM_MEASUREMENT_VARIABLES, *sorted(DATASET_SOURCE_INPUTS)): + if system.get_variable(variable_name) is None: + raise RuntimeError(f"The country system does not define {variable_name}") + # Both the default county provider and an explicit national provider read + # spm-calculator's bundled, hash-verified forecast; neither downloads data. + create_spm_provider() + national_provider = create_spm_provider({"geography_kind": "national"}) + reference_unit = national_provider.calculate_unit( + year=data_year, adults=2, children=2, tenure="renter" + ) + reference_threshold = reference_unit["reference_threshold"] + if not isinstance(reference_threshold, float) or not math.isfinite( + reference_threshold + ): + raise RuntimeError("The SPM forecast returned no reference threshold") + if reference_threshold <= 0: + raise RuntimeError("The SPM forecast returned a non-positive threshold") + return { + "data_year": data_year, + "forecast_id": reference_unit["forecast_id"], + "forecast_sha256": national_provider.forecast.content_sha256, + "national_reference_threshold": reference_threshold, + "reference_unit": "two adults, two children, renter", + "dataset_source_inputs": sorted(DATASET_SOURCE_INPUTS), + } + def main() -> None: - """Check installed requirements and the legacy APIs the hosted code uses.""" + """Check installed requirements and the APIs the hosted code uses.""" parser = argparse.ArgumentParser(description=__doc__) parser.add_argument("--dataset-file", type=Path) parser.add_argument("--release-manifest", type=Path) @@ -54,33 +111,12 @@ def main() -> None: if installed not in requirement.specifier: raise RuntimeError(f"{requirement} is required; found {installed}") - from huggingface_hub import hf_hub_download - from policyengine_us import Microsimulation - from policyengine_us.data import USSingleYearDataset - from spm_calculator.forecast import ( - HISTORICAL_THRESHOLDS, - get_latest_published_year, - ) - from spm_calculator.geoadj import get_cd_geoadj - - # Bind supported signatures, without invoking a simulation or a download. - inspect.signature(Microsimulation).bind(dataset="not-loaded.h5") - inspect.signature(USSingleYearDataset).bind(file_path="not-loaded.h5") - inspect.signature(hf_hub_download).bind( - repo_id="policyengine/populace-us", - filename="populace_us_2024.h5", - revision="not-downloaded", - repo_type="dataset", - ) - if get_latest_published_year() not in HISTORICAL_THRESHOLDS: - raise RuntimeError("The installed legacy SPM threshold table is incomplete") - inspect.signature(get_cd_geoadj).bind(6001, year=2023, tenure="renter") - for module in ( - "spm_unit_reference_spm_threshold", - "spm_unit_geographic_adjustment", - ): - import_module(f"policyengine_us.variables.household.income.spm_unit.{module}") - receipt = {"runtime": runtime_identity(), "source_api_imports": "passed"} + spm_measurement = verify_source_apis(int(config["data_year"])) + receipt = { + "runtime": runtime_identity(), + "source_api_imports": "passed", + "spm_measurement": spm_measurement, + } if args.dataset_file: release = json.loads(args.release_manifest.read_text()) build = json.loads(args.build_manifest.read_text()) @@ -88,7 +124,10 @@ def main() -> None: dataset = load_verified_native_input(args.dataset_file, config) arrays = dataset.load() household_rows = len(dataset.household) - if household_rows != build["dataset"]["default"]["n_exported_households"]: + # validate_manifests has already required the pinned .py's certification; + # only a .py-certified build may omit its exported household count. + expected_households = recorded_household_count(build) + if expected_households is not None and household_rows != expected_households: raise RuntimeError("Native input row count differs from the reviewed build") if ( not dataset.person["person_household_id"] @@ -103,6 +142,11 @@ def main() -> None: "data_format": dataset.data_format, "table_rows": dict(zip(dataset.table_names, map(len, dataset.tables))), "input_variable_count": len(arrays), + "household_count_check": ( + "build manifest" + if expected_households is not None + else "not recorded by the .py-certified build manifest" + ), "person_household_links": "passed", "microsimulation_constructed": False, "policy_variables_calculated": False, diff --git a/frontend/tests/fixtures/populace-us-2024-spm-20260915/build_manifest.json b/frontend/tests/fixtures/populace-us-2024-spm-20260915/build_manifest.json new file mode 100644 index 00000000..ae249a4f --- /dev/null +++ b/frontend/tests/fixtures/populace-us-2024-spm-20260915/build_manifest.json @@ -0,0 +1,40 @@ +{ + "build_id": "populace-us-2024-spm-20260915", + "calibration": { + "diagnostics_schema_version": 5, + "diagnostics_sha256": "870449b44e86b13b25bcea1a57f0e7af37f4d4db18be815eea3acdf9fe6eb40e", + "mode": "inherited", + "parent_build_id": "populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z" + }, + "code": { + "git_commit": "743683b0e121378e93c9b426cd9c79d41d29595b", + "git_dirty": false, + "repository": "https://github.com/PolicyEngine/microcosm", + "runtime": { + "h5py": "3.16.0", + "hdf5": "2.0.0", + "microcosm-data": "0.1.0", + "numpy": "2.4.6", + "pandas": "3.0.3", + "python": "3.14.4", + "tables": "3.11.1" + }, + "source_files_sha256": { + "packages/microcosm-build/src/microcosm/build/us_runtime/education_assistance_source.py": "e259e3fce64fdcab62953f79a1aa41719f81c64c7c5dc1a63f8b1e493ff5f83a", + "packages/microcosm-build/src/microcosm/build/us_runtime/spm_role_source.py": "a6cb7a9d9da95e584570b5d8d9a5fafed6334532e490cdd970805217872d6541", + "packages/microcosm-data/src/microcosm/data/contract.py": "0aac12b95586a6924ef8f03cedf4fe80a9a933892fcb4ab23dda0eb65db6159c", + "packages/microcosm-data/src/microcosm/data/h5_enrichment.py": "60d1f747bc21d17c892a16abd78f1cf33699a96f26425a2e79b4db9d037ab323", + "packages/microcosm-data/src/microcosm/data/source_enrichment.py": "14a63acb510fb43c79a917761b1ed3e7f4b11c08ebf586a8750afb461784f2cd", + "tools/build_us_spm_role_enrichment.py": "93f2ddaa4682d090125629c6e6b56f54d06509ecabfab7bece2c31e8be6c2493" + } + }, + "dataset": { + "filename": "populace_us_2024.h5", + "sha256": "6496cc4393d4d3c6574f76eca231de5898c803b9067645591fd5c4d3e65aee84" + }, + "release_type": "source_enrichment", + "staging": { + "enabled": false, + "reason": "local source-enrichment candidate; no calibration" + } +} diff --git a/frontend/tests/fixtures/populace-us-2024-spm-20260915/release_manifest.json b/frontend/tests/fixtures/populace-us-2024-spm-20260915/release_manifest.json new file mode 100644 index 00000000..14d417d9 --- /dev/null +++ b/frontend/tests/fixtures/populace-us-2024-spm-20260915/release_manifest.json @@ -0,0 +1,108 @@ +{ + "artifacts": { + "build_manifest": { + "kind": "evidence", + "path": "build_manifest.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "f3fd734867324bca7619f5f083a8115e32104bea3948d48723b345cfd39fa03b" + }, + "calibration_diagnostics": { + "kind": "evidence", + "path": "calibration_diagnostics.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "870449b44e86b13b25bcea1a57f0e7af37f4d4db18be815eea3acdf9fe6eb40e" + }, + "parent_build_manifest": { + "kind": "evidence", + "path": "parent_build_manifest.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "1990e8fd37ce66f499b8e6600c5896701bb07015be132a12de64e321a2edc67e" + }, + "parent_release_manifest": { + "kind": "evidence", + "path": "parent_release_manifest.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "dd949ba3c4c7a56aff8442c6db5a031d2c84c3da59f5d14832f468c358604506" + }, + "populace_us_2024": { + "kind": "microdata", + "path": "populace_us_2024.h5", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "6496cc4393d4d3c6574f76eca231de5898c803b9067645591fd5c4d3e65aee84" + }, + "source_enrichment": { + "kind": "evidence", + "path": "source_enrichment.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "85329907b2b9c4299855b0970b1f24ede5819d3b16c312eb7400b4203bd71203" + }, + "source_enrichment_compatibility": { + "kind": "diagnostics", + "path": "source_enrichment_compatibility.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "63109acffd486453c99c476dece6b0154cc5388e5a430830a30744a2249444d1" + }, + "source_spm_independence_provenance": { + "kind": "evidence", + "path": "source_spm_independence_provenance.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "265e844178ed3856d68c1638820f3089e0e1e1363aa4677e33bebb37cbd5bff3" + }, + "source_spm_person_independence": { + "kind": "evidence", + "path": "source_spm_person_independence.csv", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "22b5968d90fecfeef7614583e493fe10cc16bda8b5be82e6f49a5bc2102d3ce5" + }, + "us_source_coverage": { + "kind": "evidence", + "path": "us_source_coverage.json", + "repo_id": "policyengine/populace-us", + "revision": "populace-us-2024-spm-20260915", + "sha256": "6406c8686c292015a5bc7265a42402f89935f9395a8b63510efdd4d9562e7ff5" + } + }, + "build": { + "build_id": "populace-us-2024-spm-20260915", + "built_with_core_package": { + "name": "policyengine-core", + "version": "3.32.5" + }, + "built_with_model_package": { + "name": "policyengine-us", + "version": "2.2.1" + } + }, + "compatible_core_packages": [ + { + "name": "policyengine-core", + "specifier": "==3.32.5" + } + ], + "compatible_model_packages": [ + { + "basis": "publisher_claim", + "declared_by": "Max Ghenis via Claude, 2026-09-15: same H5 bytes as populace-us-2024-spm-20260909; native loader path, role variable and dataset pin unchanged across 2.0.x\u20132.2.x; see PolicyEngine/policyengine-us#9467", + "name": "policyengine-us", + "specifier": ">=2.0.0,<2.3" + } + ], + "data_package": { + "name": "microcosm-data", + "version": "0.1.0" + }, + "default_datasets": { + "national": "populace_us_2024" + }, + "release_type": "source_enrichment", + "schema_version": 1 +} diff --git a/frontend/tests/test_hosted_release.py b/frontend/tests/test_hosted_release.py index ec1c945c..49dd0306 100644 --- a/frontend/tests/test_hosted_release.py +++ b/frontend/tests/test_hosted_release.py @@ -1,4 +1,4 @@ -"""Protect the reviewed model/data pair before opening population inputs.""" +"""Protect the reviewed .py-certified model/data pair before opening inputs.""" import copy import importlib @@ -7,6 +7,10 @@ import pytest +PUBLISHED_MANIFESTS = ( + Path(__file__).resolve().parent / "fixtures" / "populace-us-2024-spm-20260915" +) + @pytest.fixture def modules(monkeypatch): @@ -17,59 +21,31 @@ def modules(monkeypatch): ) +def published_manifest(name: str) -> dict: + """Byte-identical copies of the release's manifests at the pinned commit.""" + return json.loads((PUBLISHED_MANIFESTS / f"{name}.json").read_text()) + + @pytest.fixture def certificate(modules): release, _ = modules config = release.reviewed_release() - packages = config["packages"] - manifest = { - "schema_version": 1, - "build": { - "build_id": config["release_id"], - "built_with_model_package": { - "name": "policyengine-us", - "version": packages["policyengine-us"], - }, - "built_with_core_package": { - "name": "policyengine-core", - "version": packages["policyengine-core"], - }, - }, - "compatible_model_packages": [ - {"name": "policyengine-us", "specifier": "==" + packages["policyengine-us"]} - ], - "compatible_core_packages": [ - { - "name": "policyengine-core", - "specifier": "==" + packages["policyengine-core"], - } - ], - "default_datasets": {"national": "populace_us_2024"}, - "artifacts": { - "populace_us_2024": { - "kind": "microdata", - "repo_id": config["repo"], - "path": config["filename"], - "revision": config["release_id"], - "sha256": config["sha256"], - } - }, - } - build = { - "build_id": config["release_id"], - "runtime": packages, - "dataset": {"filename": config["filename"], "sha256": config["sha256"]}, - } + return config, published_manifest("release_manifest"), published_manifest( + "build_manifest" + ) + + +def repin_manifest_digests(release, config, manifest, build) -> None: + """Even updating the content digests cannot bypass the .py certification.""" config["release_manifest"]["json_sha256"] = release.json_sha256(manifest) config["build_manifest"]["json_sha256"] = release.json_sha256(build) - return config, manifest, build def test_default_is_reviewed_release_without_pointer_request(modules): release, _ = modules config = release.validate_selection(period="2024") - assert config["hf_revision"] == "f09f2f3b9fa8409642dc0c7fc9c8f7516ae0e3c5" - assert config["release_id"].startswith("populace-us-2024-buildp-") + assert config["hf_revision"] == "8ab57ffc2ca41d8af631ff62ebbce95e966299f3" + assert config["release_id"] == "populace-us-2024-spm-20260915" @pytest.mark.parametrize("requested", ["latest", "main", "future-canonical-release"]) @@ -110,6 +86,55 @@ def test_wrong_runtime_rejected_before_manifest_or_h5_fetch(modules, monkeypatch core.calculate_variables(variables=["snap"], period="2024") +def test_reviewed_package_versions_are_the_ones_pinned_py_installs(modules): + release, _ = modules + config = release.reviewed_release() + assert config["certifying_package"] == { + "name": "policyengine", + "version": "6.4.1", + "extra": "us", + } + derived_versions = release.py_pinned_packages(config["certifying_package"]) + assert derived_versions == { + "policyengine-us": "2.2.1", + "policyengine-core": "3.33.0", + "spm-calculator": "1.0.0", + } + assert config["packages"] == {"policyengine": "6.4.1", **derived_versions} + + +def test_tuple_not_pinned_by_py_is_refused(modules, monkeypatch): + release, _ = modules + config = release.reviewed_release() + # The release's own build names Core 3.32.5, which .py 6.4.1 does not pin. + config["packages"]["policyengine-core"] = "3.32.5" + monkeypatch.setattr( + release, "runtime_identity", lambda: {"packages": dict(config["packages"])} + ) + with pytest.raises(release.VariableCalculationError, match="policyengine==6.4.1"): + release.validate_runtime(config) + + +def test_runtime_without_the_pinned_py_is_refused(modules, monkeypatch): + release, _ = modules + config = release.reviewed_release() + observed = {**config["packages"], "policyengine": "6.5.0"} + monkeypatch.setattr(release, "runtime_identity", lambda: {"packages": observed}) + with pytest.raises(release.VariableCalculationError, match="6.5.0") as error: + release.validate_runtime(config) + assert error.value.status_code == 503 + + +def test_reviewed_digests_pin_the_published_manifests(modules, certificate): + release, _ = modules + config, manifest, build = certificate + assert release.json_sha256(manifest) == config["release_manifest"]["json_sha256"] + assert release.json_sha256(build) == config["build_manifest"]["json_sha256"] + assert config["release_manifest"]["path"] == ( + "releases/populace-us-2024-spm-20260915/release_manifest.json" + ) + + def test_matching_certificate_and_build_are_verified(modules, certificate): release, _ = modules config, manifest, build = certificate @@ -118,20 +143,56 @@ def test_matching_certificate_and_build_are_verified(modules, certificate): assert release.json_sha256(reformatted) == release.json_sha256(manifest) -@pytest.mark.parametrize("kind", ["model", "core", "sha256", "release"]) -def test_incompatible_future_certificate_cannot_be_loaded(modules, certificate, kind): +def test_py_certified_release_needs_no_build_runtime_or_household_count( + modules, certificate +): release, _ = modules config, manifest, build = certificate - if kind == "model": - manifest["compatible_model_packages"][0]["specifier"] = "==9.0.0" - elif kind == "core": - manifest["build"]["built_with_core_package"]["version"] = "9.0.0" - elif kind == "sha256": - manifest["artifacts"]["populace_us_2024"]["sha256"] = "f" * 64 + # The source-enrichment build records neither, and names Core 3.32.5. + assert "runtime" not in build + assert "default" not in build["dataset"] + assert manifest["build"]["built_with_core_package"]["version"] == "3.32.5" + release.validate_manifests(config, manifest, build) + assert release.recorded_household_count(build) is None + + +@pytest.mark.parametrize("kind", ["dataset_sha256", "release", "parent", "model"]) +def test_dataset_not_certified_by_pinned_py_cannot_be_loaded( + modules, certificate, kind +): + release, _ = modules + config, manifest, build = certificate + national = manifest["artifacts"]["populace_us_2024"] + if kind == "dataset_sha256": + # A self-consistent release whose bytes .py 6.4.1 never certified. + for document in (config, national, build["dataset"]): + document["sha256"] = "f" * 64 + elif kind == "release": + for document in (config, manifest["build"], build): + key = "release_id" if document is config else "build_id" + document[key] = "future-canonical-release" + national["revision"] = "future-canonical-release" + elif kind == "parent": + manifest["artifacts"]["parent_release_manifest"]["sha256"] = "0" * 64 else: - manifest["build"]["build_id"] = "future-canonical-release" - # Even updating a content digest cannot bypass model/data field checks. - config["release_manifest"]["json_sha256"] = release.json_sha256(manifest) + manifest["build"]["built_with_model_package"]["version"] = "9.0.0" + repin_manifest_digests(release, config, manifest, build) + with pytest.raises(release.VariableCalculationError, match="does not certify"): + release.validate_manifests(config, manifest, build) + + +@pytest.mark.parametrize("kind", ["bundle_version", "certified_sha256"]) +def test_release_certified_only_by_another_py_cannot_be_loaded( + modules, certificate, monkeypatch, kind +): + release, _ = modules + config, manifest, build = certificate + bundle = copy.deepcopy(release.py_bundle_manifest(config["certifying_package"])) + if kind == "bundle_version": + bundle["policyengine_version"] = "6.5.0" + else: + bundle["data_releases"]["us"]["certified_data_artifact"]["sha256"] = "e" * 64 + monkeypatch.setattr(release, "py_bundle_manifest", lambda certifier: bundle) with pytest.raises(release.VariableCalculationError): release.validate_manifests(config, manifest, build) @@ -168,8 +229,8 @@ def test_future_certificate_is_refused_before_h5_download( ): release, core = modules config, manifest, build = certificate - manifest["compatible_model_packages"][0]["specifier"] = "==9.0.0" - config["release_manifest"]["json_sha256"] = release.json_sha256(manifest) + manifest["artifacts"]["parent_release_manifest"]["sha256"] = "0" * 64 + repin_manifest_digests(release, config, manifest, build) monkeypatch.setattr(release, "reviewed_release", lambda: config) monkeypatch.setattr(core, "validate_runtime", lambda config: {}) monkeypatch.setattr( diff --git a/frontend/tests/test_hosted_runtime_verification.py b/frontend/tests/test_hosted_runtime_verification.py new file mode 100644 index 00000000..8b7c3051 --- /dev/null +++ b/frontend/tests/test_hosted_runtime_verification.py @@ -0,0 +1,39 @@ +"""The Modal image's build-time verification passes under the pinned .py.""" + +import json +import os +import subprocess +import sys +from pathlib import Path + +REPOSITORY_ROOT = Path(__file__).resolve().parents[2] +VERIFIER = REPOSITORY_ROOT / "frontend" / "scripts" / "verify_hosted_runtime.py" + + +def run_image_build_verification() -> subprocess.CompletedProcess: + """Run the command `backend/modal_app.py` runs while building the image.""" + environment = { + **os.environ, + "CALIBRATION_REQUIREMENTS": str(REPOSITORY_ROOT / "backend/requirements.txt"), + } + return subprocess.run( + [sys.executable, str(VERIFIER)], + capture_output=True, + text=True, + env=environment, + cwd=REPOSITORY_ROOT, + timeout=600, + ) + + +def test_image_build_verification_binds_current_spm_measurement_apis(): + completed = run_image_build_verification() + assert completed.returncode == 0, completed.stderr[-4000:] + receipt = json.loads(completed.stdout) + assert receipt["source_api_imports"] == "passed" + assert receipt["runtime"]["packages"]["policyengine"] == "6.4.1" + measurement = receipt["spm_measurement"] + assert measurement["data_year"] == 2024 + assert len(measurement["forecast_sha256"]) == 64 + assert measurement["national_reference_threshold"] > 0 + assert measurement["dataset_source_inputs"] == ["is_spm_independent_minor_role"] diff --git a/frontend/tests/test_modal_endpoint.py b/frontend/tests/test_modal_endpoint.py index 8e167d24..43b77500 100644 --- a/frontend/tests/test_modal_endpoint.py +++ b/frontend/tests/test_modal_endpoint.py @@ -42,7 +42,12 @@ def test_metadata_is_configuration_not_calculation(endpoint, monkeypatch): ) status, body = endpoint.handle_query("metadata=1") assert status == 200 - assert body["data_configuration"]["packages"]["policyengine-us"] == "1.764.6" + assert body["data_configuration"]["packages"] == { + "policyengine": "6.4.1", + "policyengine-us": "2.2.1", + "policyengine-core": "3.33.0", + "spm-calculator": "1.0.0", + } assert "verified" not in body["data_configuration"] assert "data_identity" not in body @@ -90,7 +95,7 @@ def calculate(**kwargs): assert body is result assert seen[0]["variables"] == ["snap", "spm_unit_spm_threshold"] assert seen[0]["period"] == "2024" - assert seen[0]["hf_revision"] == "f09f2f3b9fa8409642dc0c7fc9c8f7516ae0e3c5" + assert seen[0]["hf_revision"] == "8ab57ffc2ca41d8af631ff62ebbce95e966299f3" def test_typed_calculation_error_survives_transport(endpoint, monkeypatch): diff --git a/frontend/tests/test_model_dependency_pins.py b/frontend/tests/test_model_dependency_pins.py new file mode 100644 index 00000000..c9f51878 --- /dev/null +++ b/frontend/tests/test_model_dependency_pins.py @@ -0,0 +1,59 @@ +""".py is the only declared model dependency; its `us` extra supplies the rest.""" + +import json +import re +from pathlib import Path + +from packaging.requirements import Requirement +from packaging.utils import canonicalize_name + +REPOSITORY_ROOT = Path(__file__).resolve().parents[2] +PINNED_PY_REQUIREMENT = "policyengine[us]==6.4.1" +PY_DERIVED_PACKAGES = {"policyengine-us", "policyengine-core", "spm-calculator"} +LOCK_PIN = re.compile(r"^([A-Za-z0-9_.\-]+)==([^\s\\;]+)") + + +def declared_requirements(lines: list[str]) -> list[Requirement]: + """Parse requirement lines, ignoring comments and blank lines.""" + requirements = [] + for line in lines: + text = line.split("#", 1)[0].strip() + if text: + requirements.append(Requirement(text)) + return requirements + + +def assert_only_pinned_py_declares_the_model(requirements: list[Requirement]) -> None: + declared_names = { + canonicalize_name(requirement.name) for requirement in requirements + } + bare_model_pins = declared_names & PY_DERIVED_PACKAGES + assert not bare_model_pins, f"Pin .py instead of {sorted(bare_model_pins)}" + py_requirements = [ + str(requirement) + for requirement in requirements + if canonicalize_name(requirement.name) == "policyengine" + ] + assert py_requirements == [PINNED_PY_REQUIREMENT] + + +def test_hosted_requirements_pin_only_policyengine_py_6_4_1(): + hosted_requirements = (REPOSITORY_ROOT / "backend/requirements.txt").read_text() + assert_only_pinned_py_declares_the_model( + declared_requirements(hosted_requirements.splitlines()) + ) + + +def test_hosted_lock_installs_the_reviewed_py_tuple(): + lock_text = (REPOSITORY_ROOT / "backend/requirements.lock").read_text() + locked_versions = { + canonicalize_name(match.group(1)): match.group(2) + for line in lock_text.splitlines() + if (match := LOCK_PIN.match(line)) + } + reviewed_packages = json.loads( + (REPOSITORY_ROOT / "frontend/scripts/hosted_release.json").read_text() + )["packages"] + assert reviewed_packages["policyengine"] == "6.4.1" + for package, version in reviewed_packages.items(): + assert locked_versions.get(package) == version, package From 92e31a5bf6188cb79bfc89b56f668f4eca896c7f Mon Sep 17 00:00:00 2001 From: Anthony Volk <14987227+anth-volk@users.noreply.github.com> Date: Fri, 16 Oct 2026 01:13:05 +0400 Subject: [PATCH 2/3] Build the variable catalog from the pinned .py and reviewed dataset The lookup page's catalog still listed policyengine-us 1.764.6 variables. Under the pinned .py 6.4.1 (policyengine-us 2.2.1), 22 of those names no longer exist and would be answered as unknown variables, among them `would_claim_wic`, which 2.x renamed `takes_up_wic_if_eligible`. 1,029 new variables were missing. The generator also constructed `Microsimulation()` with no dataset, which under 2.2.1 downloads the country package's default dataset rather than the reviewed one. It now requires the pinned runtime, verifies the reviewed H5's SHA-256 (downloading the certified manifests and H5 at the pinned revision, or reusing a local copy via --dataset-file), builds the catalog from a simulation over that input, and records the release and package versions it used. The regenerated catalog lists 6,167 variables, exactly the pinned model's set; a test fails when they drift apart. The only other dashboard file naming removed variables is public/model-coverage.json, a labelled snapshot of policyengine-us 1.755.1 that the coverage page attributes to that version, so it is unchanged. Co-Authored-By: Claude Opus 5.5 --- frontend/HOSTED_RUNTIME.md | 9 +- frontend/public/variable-catalog.json | 2 +- frontend/scripts/generate_variable_catalog.py | 116 ++++++++++++----- frontend/tests/test_variable_catalog.py | 122 ++++++++++++++++++ 4 files changed, 211 insertions(+), 38 deletions(-) create mode 100644 frontend/tests/test_variable_catalog.py diff --git a/frontend/HOSTED_RUNTIME.md b/frontend/HOSTED_RUNTIME.md index f7b3a525..54f48d8c 100644 --- a/frontend/HOSTED_RUNTIME.md +++ b/frontend/HOSTED_RUNTIME.md @@ -51,8 +51,13 @@ To upgrade: 1. Bump `policyengine[us]` in `backend/requirements.txt` and regenerate the lock. 2. Read the new .py's `data_releases.us` bundle entry, and set `hosted_release.json`'s data identity and `packages` to what that .py certifies and pins. -3. Refresh the manifest fixtures under `tests/fixtures/`, then qualify the deployment - with the checks below. +3. Refresh the manifest fixtures under `tests/fixtures/`. +4. Regenerate `public/variable-catalog.json` in the hosted environment with + `python frontend/scripts/generate_variable_catalog.py`. It builds the catalog from a + simulation over the reviewed H5, verified by SHA-256 (`--dataset-file` reuses a + local copy), never from the country package's default dataset, and records the + release and package versions it used. +5. Qualify the deployment with the checks below. ## Automated production deployment diff --git a/frontend/public/variable-catalog.json b/frontend/public/variable-catalog.json index 181398ba..d7c718cd 100644 --- a/frontend/public/variable-catalog.json +++ b/frontend/public/variable-catalog.json @@ -1 +1 @@ -{"count":5160,"variables":[{"name":"AK","label":"In AK","entity":"household","unit":null},{"name":"AL","label":"In AL","entity":"household","unit":null},{"name":"AR","label":"In AR","entity":"household","unit":null},{"name":"AZ","label":"In AZ","entity":"household","unit":null},{"name":"CA","label":"In CA","entity":"household","unit":null},{"name":"CO","label":"In CO","entity":"household","unit":null},{"name":"CT","label":"In CT","entity":"household","unit":null},{"name":"DC","label":"In DC","entity":"household","unit":null},{"name":"DE","label":"In DE","entity":"household","unit":null},{"name":"FL","label":"In FL","entity":"household","unit":null},{"name":"GA","label":"In GA","entity":"household","unit":null},{"name":"HI","label":"In HI","entity":"household","unit":null},{"name":"IA","label":"In IA","entity":"household","unit":null},{"name":"ID","label":"In ID","entity":"household","unit":null},{"name":"IL","label":"In IL","entity":"household","unit":null},{"name":"IN","label":"In IN","entity":"household","unit":null},{"name":"KS","label":"In KS","entity":"household","unit":null},{"name":"KY","label":"In KY","entity":"household","unit":null},{"name":"LA","label":"In LA","entity":"household","unit":null},{"name":"MA","label":"In MA","entity":"household","unit":null},{"name":"MD","label":"In MD","entity":"household","unit":null},{"name":"ME","label":"In ME","entity":"household","unit":null},{"name":"MI","label":"In MI","entity":"household","unit":null},{"name":"MN","label":"In MN","entity":"household","unit":null},{"name":"MO","label":"In MO","entity":"household","unit":null},{"name":"MS","label":"In MS","entity":"household","unit":null},{"name":"MT","label":"In MT","entity":"household","unit":null},{"name":"NC","label":"In NC","entity":"household","unit":null},{"name":"ND","label":"In ND","entity":"household","unit":null},{"name":"NE","label":"In NE","entity":"household","unit":null},{"name":"NH","label":"In NH","entity":"household","unit":null},{"name":"NJ","label":"In NJ","entity":"household","unit":null},{"name":"NM","label":"In NM","entity":"household","unit":null},{"name":"NV","label":"In NV","entity":"household","unit":null},{"name":"NY","label":"In NY","entity":"household","unit":null},{"name":"OH","label":"In OH","entity":"household","unit":null},{"name":"OK","label":"In OK","entity":"household","unit":null},{"name":"OR","label":"In OR","entity":"household","unit":null},{"name":"PA","label":"In PA","entity":"household","unit":null},{"name":"PR","label":"In PR","entity":"household","unit":null},{"name":"RI","label":"In 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citizen or disability deduction for each person","entity":"person","unit":"currency-USD"},{"name":"wv_senior_citizen_disability_deduction_total_modifications","label":"West Virginia total modifications for the senior citizen or disability deduction","entity":"person","unit":"currency-USD"},{"name":"wv_social_security_benefits_subtraction","label":"West Virginia social security benefits subtraction","entity":"tax_unit","unit":"currency-USD"},{"name":"wv_social_security_benefits_subtraction_eligible","label":"Eligible for the West Virginia social security benefits subtraction","entity":"tax_unit","unit":null},{"name":"wv_social_security_benefits_subtraction_person","label":"West Virginia social security benefits subtraction for each person","entity":"person","unit":"currency-USD"},{"name":"wv_subtractions","label":"West Virginia subtractions from the adjusted gross income","entity":"tax_unit","unit":"currency-USD"},{"name":"wv_taxable_income","label":"West Virginia taxable income","entity":"tax_unit","unit":"currency-USD"},{"name":"wv_taxable_property_value","label":"West Virginia taxable property value","entity":"tax_unit","unit":"currency-USD"},{"name":"wv_withheld_income_tax","label":"West Virginia withheld income tax","entity":"person","unit":"currency-USD"},{"name":"wv_works","label":"West Virginia WV Works benefit","entity":"spm_unit","unit":"currency-USD"},{"name":"wv_works_countable_earned_income","label":"West Virginia WV Works countable earned income","entity":"spm_unit","unit":"currency-USD"},{"name":"wv_works_countable_income","label":"West Virginia WV Works countable income","entity":"spm_unit","unit":"currency-USD"},{"name":"wv_works_countable_unearned_income","label":"West Virginia WV Works countable unearned income","entity":"spm_unit","unit":"currency-USD"},{"name":"wv_works_eligible","label":"Eligible for West Virginia WV Works","entity":"spm_unit","unit":null},{"name":"wv_works_income_eligible","label":"West Virginia WV Works income eligible","entity":"spm_unit","unit":null},{"name":"wv_works_resources_eligible","label":"West Virginia WV Works resources eligible","entity":"spm_unit","unit":null},{"name":"wy_ccap","label":"Wyoming Child Care, Purchase of Service benefit amount","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_ccap_activity_eligible","label":"Activity eligible for Wyoming Child Care, Purchase of Service","entity":"spm_unit","unit":null},{"name":"wy_ccap_age_band","label":"Wyoming CCAP child age band","entity":"person","unit":null},{"name":"wy_ccap_copay","label":"Wyoming CCAP monthly family copayment","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_ccap_countable_income","label":"Wyoming CCAP countable income","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_ccap_daily_benefit","label":"Wyoming CCAP daily benefit per child","entity":"person","unit":"currency-USD"},{"name":"wy_ccap_day_length","label":"Wyoming CCAP day length","entity":"person","unit":null},{"name":"wy_ccap_eligible","label":"Eligible for Wyoming Child Care, Purchase of Service","entity":"spm_unit","unit":null},{"name":"wy_ccap_eligible_child","label":"Eligible child for Wyoming Child Care, Purchase of Service","entity":"person","unit":null},{"name":"wy_ccap_enrolled","label":"Enrolled in Wyoming Child Care, Purchase of Service","entity":"spm_unit","unit":null},{"name":"wy_ccap_gross_income","label":"Wyoming CCAP gross income","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_ccap_income_eligible","label":"Income eligible for Wyoming Child Care, Purchase of Service","entity":"spm_unit","unit":null},{"name":"wy_ccap_max_rate","label":"Wyoming CCAP maximum daily reimbursement rate","entity":"person","unit":"currency-USD"},{"name":"wy_ccap_provider_type","label":"Wyoming CCAP child care provider type","entity":"person","unit":null},{"name":"wy_child_care_subsidies","label":"Wyoming child care subsidies","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_employer_state_unemployment_tax","label":"Wyoming employer state unemployment tax","entity":"person","unit":"currency-USD"},{"name":"wy_power","label":"Wyoming POWER benefit","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_power_countable_earned_income","label":"Wyoming POWER countable earned income","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_power_countable_income","label":"Wyoming POWER countable income","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_power_earned_income_disregard","label":"Wyoming POWER earned income disregard","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_power_eligible","label":"Wyoming POWER eligible","entity":"spm_unit","unit":null},{"name":"wy_power_gross_unearned_income","label":"Wyoming POWER gross unearned income","entity":"person","unit":"currency-USD"},{"name":"wy_power_income_eligible","label":"Wyoming POWER income eligible","entity":"spm_unit","unit":null},{"name":"wy_power_payment_standard","label":"Wyoming POWER payment standard","entity":"spm_unit","unit":"currency-USD"},{"name":"wy_power_resources_eligible","label":"Wyoming POWER resources eligible","entity":"spm_unit","unit":null},{"name":"wy_power_shelter_qualified","label":"Wyoming POWER shelter qualified","entity":"spm_unit","unit":null},{"name":"year_deceased","label":"Year in which the person deceased","entity":"person","unit":null},{"name":"year_of_retirement","label":"Year of retirement","entity":"person","unit":null},{"name":"years_in_military","label":"Years served in military","entity":"person","unit":null},{"name":"years_since_us_entry","label":"Years since US entry or qualified immigration status grant","entity":"person","unit":"year"},{"name":"zcta","label":"ZCTA (ZIP Code Tabulation Area)","entity":"household","unit":null},{"name":"zip_code","label":"ZIP code","entity":"household","unit":null},{"name":"zip_code_payment_standard","label":"ZIP code-level HUD payment standard","entity":"household","unit":"currency-USD"}]} \ No newline at end of file diff --git a/frontend/scripts/generate_variable_catalog.py b/frontend/scripts/generate_variable_catalog.py index ef7727b7..547010b6 100644 --- a/frontend/scripts/generate_variable_catalog.py +++ b/frontend/scripts/generate_variable_catalog.py @@ -1,44 +1,90 @@ """Generate a static catalog of PolicyEngine-US variables for the lookup page. -Writes frontend/public/variable-catalog.json — a list of -{name, label, entity, unit} for every variable in the model, so the variable -lookup page can offer search/select without a per-keystroke API round-trip. +Writes frontend/public/variable-catalog.json: the model and data identity it was +built from, plus {name, label, entity, unit} for every variable in the model, so +the variable lookup page can offer search/select without a per-keystroke API +round-trip. -Run from the frontend dir: python scripts/generate_variable_catalog.py -Refresh whenever policyengine-us is upgraded. +The catalog is built from a simulation over the reviewed hosted dataset under the +pinned .py, never from the country package's default dataset. Run it from the +repository root in the hosted runtime environment: + python frontend/scripts/generate_variable_catalog.py [--dataset-file H5] +Without --dataset-file, the reviewed manifests and H5 are downloaded at the +pinned revision. Either way, the H5 bytes must match the reviewed SHA-256. +Regenerate it whenever .py is upgraded. """ +import argparse import json -import os - -from policyengine_us import Microsimulation - - -def main() -> None: - sim = Microsimulation() - variables = sim.tax_benefit_system.variables - catalog = [] - for name, variable in sorted(variables.items()): - catalog.append( - { - "name": name, - "label": getattr(variable, "label", None) or None, - "entity": getattr(getattr(variable, "entity", None), "key", None), - "unit": getattr(variable, "unit", None), - } - ) - - here = os.path.dirname(os.path.abspath(__file__)) - out_dir = os.path.join(here, "..", "public") - os.makedirs(out_dir, exist_ok=True) - out_path = os.path.join(out_dir, "variable-catalog.json") - with open(out_path, "w") as handle: - json.dump( - {"count": len(catalog), "variables": catalog}, - handle, - separators=(",", ":"), - ) - print(f"Wrote {len(catalog)} variables to {os.path.normpath(out_path)}") +import sys +from pathlib import Path +from typing import Any + +sys.path.insert(0, str(Path(__file__).resolve().parents[1])) + +from scripts.hosted_release import ( + download_certification, + reviewed_release, + validate_runtime, + verify_h5, +) +from scripts.microcosm_variable_core import single_year_simulation_dataset + +FRONTEND = Path(__file__).resolve().parents[1] +DEFAULT_OUTPUT = FRONTEND / "public" / "variable-catalog.json" + + +def reviewed_dataset_path(config: dict[str, Any], dataset_file: Path | None) -> str: + """Return a local copy of the reviewed H5, downloading it only when needed.""" + if dataset_file is not None: + return str(dataset_file) + from huggingface_hub import hf_hub_download + + download_certification(config, hf_hub_download) + return hf_hub_download( + repo_id=config["repo"], + filename=config["filename"], + revision=config["hf_revision"], + repo_type="dataset", + ) + + +def build_catalog(config: dict[str, Any], dataset_path: str) -> dict[str, Any]: + """Describe every variable of a simulation over the verified reviewed H5.""" + verify_h5(dataset_path, config) + from policyengine_us import Microsimulation + + simulation = Microsimulation(dataset=single_year_simulation_dataset(dataset_path)) + variables = simulation.tax_benefit_system.variables + catalog = [ + { + "name": name, + "label": getattr(variable, "label", None) or None, + "entity": getattr(getattr(variable, "entity", None), "key", None), + "unit": getattr(variable, "unit", None), + } + for name, variable in sorted(variables.items()) + ] + return { + "count": len(catalog), + "release_id": config["release_id"], + "packages": config["packages"], + "variables": catalog, + } + + +def main(arguments: list[str] | None = None) -> None: + parser = argparse.ArgumentParser(description=__doc__) + parser.add_argument("--dataset-file", type=Path) + parser.add_argument("--output", type=Path, default=DEFAULT_OUTPUT) + options = parser.parse_args(arguments) + config = reviewed_release() + validate_runtime(config) + dataset_path = reviewed_dataset_path(config, options.dataset_file) + catalog = build_catalog(config, dataset_path) + options.output.parent.mkdir(parents=True, exist_ok=True) + options.output.write_text(json.dumps(catalog, separators=(",", ":"))) + print(f"Wrote {catalog['count']} variables to {options.output}") if __name__ == "__main__": diff --git a/frontend/tests/test_variable_catalog.py b/frontend/tests/test_variable_catalog.py new file mode 100644 index 00000000..03eec259 --- /dev/null +++ b/frontend/tests/test_variable_catalog.py @@ -0,0 +1,122 @@ +"""The variable catalog comes from the pinned .py model and the reviewed dataset.""" + +import hashlib +import importlib +import json +from pathlib import Path +from types import SimpleNamespace + +import pytest + +FRONTEND = Path(__file__).resolve().parents[1] +CHECKED_IN_CATALOG = FRONTEND / "public" / "variable-catalog.json" + + +@pytest.fixture +def generator(monkeypatch): + monkeypatch.syspath_prepend(str(FRONTEND)) + return importlib.import_module("scripts.generate_variable_catalog") + + +@pytest.fixture +def hosted_release(monkeypatch): + monkeypatch.syspath_prepend(str(FRONTEND)) + return importlib.import_module("scripts.hosted_release") + + +def checked_in_catalog_names() -> set[str]: + catalog = json.loads(CHECKED_IN_CATALOG.read_text()) + return {entry["name"] for entry in catalog["variables"]} + + +def test_catalog_refuses_an_unreviewed_dataset_file( + generator, hosted_release, monkeypatch, tmp_path +): + import policyengine_us + + unreviewed_population = tmp_path / "unreviewed.h5" + unreviewed_population.write_bytes(b"not the certified population") + monkeypatch.setattr( + policyengine_us, + "Microsimulation", + lambda **kwargs: pytest.fail("No simulation for unreviewed bytes"), + ) + with pytest.raises(hosted_release.VariableCalculationError, match="SHA-256"): + generator.main( + [ + "--dataset-file", + str(unreviewed_population), + "--output", + str(tmp_path / "variable-catalog.json"), + ] + ) + + +def test_catalog_simulation_reads_the_reviewed_dataset( + generator, hosted_release, monkeypatch, tmp_path +): + import policyengine_us + + reviewed_population = tmp_path / "reviewed.h5" + reviewed_population.write_bytes(b"reviewed population fixture") + reviewed = hosted_release.reviewed_release() + reviewed["sha256"] = hashlib.sha256(reviewed_population.read_bytes()).hexdigest() + monkeypatch.setattr(generator, "reviewed_release", lambda: reviewed, raising=False) + monkeypatch.setattr( + generator, + "single_year_simulation_dataset", + lambda dataset_path: ("one-year input", dataset_path), + raising=False, + ) + simulation_datasets = [] + + class RecordingSimulation: + def __init__(self, dataset=None): + simulation_datasets.append(dataset) + self.tax_benefit_system = SimpleNamespace( + variables={ + "takes_up_wic_if_eligible": SimpleNamespace( + label="Whether an eligible person takes up WIC", + entity=SimpleNamespace(key="person"), + unit=None, + ) + } + ) + + monkeypatch.setattr(policyengine_us, "Microsimulation", RecordingSimulation) + output = tmp_path / "variable-catalog.json" + generator.main( + ["--dataset-file", str(reviewed_population), "--output", str(output)] + ) + + assert simulation_datasets == [("one-year input", str(reviewed_population))] + catalog = json.loads(output.read_text()) + assert catalog["release_id"] == reviewed["release_id"] + assert catalog["packages"] == reviewed["packages"] + assert catalog["variables"] == [ + { + "name": "takes_up_wic_if_eligible", + "label": "Whether an eligible person takes up WIC", + "entity": "person", + "unit": None, + } + ] + + +def test_checked_in_catalog_matches_the_pinned_model(hosted_release): + from policyengine_us.system import system + + reviewed = hosted_release.reviewed_release() + catalog = json.loads(CHECKED_IN_CATALOG.read_text()) + assert catalog["release_id"] == reviewed["release_id"] + assert catalog["packages"] == reviewed["packages"] + assert catalog["count"] == len(catalog["variables"]) + assert checked_in_catalog_names() == set(system.variables) + + +def test_catalog_offers_renamed_and_deployment_check_variables(): + catalog_names = checked_in_catalog_names() + # policyengine-us 2.x renamed the WIC take-up input. + assert "would_claim_wic" not in catalog_names + assert "takes_up_wic_if_eligible" in catalog_names + assert {"spm_unit_spm_threshold", "ca_income_tax"} <= catalog_names From 5a609d113208fb5d3b08a492cc3c834238440f85 Mon Sep 17 00:00:00 2001 From: Anthony Volk <14987227+anth-volk@users.noreply.github.com> Date: Fri, 16 Oct 2026 01:18:54 +0400 Subject: [PATCH 3/3] Move the root evaluation harness to .py 6.4.1 and its certified release The root project's `microcosm` extra pinned policyengine-us 1.764.6, which is no longer on PyPI, so its environment could not be built. It also paired that model with the Build P release, which policyengine-us 2.x cannot use for SPM thresholds. The harness now declares the same single model dependency as the hosted runtime, `policyengine[us]==6.4.1`, and evaluates the release that .py certifies, populace-us-2024-spm-20260915: Build P's tables, weights and calibration diagnostics plus `is_spm_independent_minor_role`. Results report "policyengine[us]==6.4.1" as their model version. A test keeps the harness and the hosted runtime on the same .py-certified pair, and the guard test now also fails if a bare policyengine-us or policyengine-core pin reappears in pyproject.toml, or if uv.lock resolves a different tuple from the one .py pins. policyengine-us 2.2.1 requires pandas 3, so the extra's pandas bound moves from <3 to >=3,<4. uv.lock was regenerated with uv 0.12, which also writes lockfile revision 5. The full Chronicle evaluation has not been re-run on the new pair; the integration docs say so. Co-Authored-By: Claude Opus 5.5 --- .../microcosm-chronicle-gap-review.md | 6 +- .../integrations/microcosm-policyengine-us.md | 20 +- evaluation_harness/adapters/microcosm.py | 16 +- frontend/tests/test_model_dependency_pins.py | 40 +++ .../microcosm_policyengine_us/overview.yaml | 5 +- pyproject.toml | 8 +- scripts/run_full_chronicle_evaluation.py | 2 +- tests/test_microcosm_adapter.py | 27 +- tests/test_microcosm_integration_overview.py | 6 +- uv.lock | 261 ++++++++++++++---- 10 files changed, 306 insertions(+), 85 deletions(-) diff --git a/docs/integrations/microcosm-chronicle-gap-review.md b/docs/integrations/microcosm-chronicle-gap-review.md index 548691aa..80aca522 100644 --- a/docs/integrations/microcosm-chronicle-gap-review.md +++ b/docs/integrations/microcosm-chronicle-gap-review.md @@ -159,9 +159,11 @@ These remain deliberately unscored: > Deprecated upstream identifier: the pinned Microcosm release ID below still > uses its current `populace-us-*` prefix. -- Pinned Microcosm release: +- Microcosm release audited: `populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z`. -- Pinned PolicyEngine-US version: `1.764.6`. +- PolicyEngine-US version audited: `1.764.6`. The harness now pins + `policyengine[us]==6.4.1` and its certified source-enrichment of this release, + `populace-us-2024-spm-20260915`; this audit has not been re-run on that pair. - Reviewed Microcosm target inclusions and exclusions: `packages/microcosm-build/src/microcosm/build/us/target_parity_manifest.json` at commit `cae8640f9e65e274aea65c7916cb37b956978e32`. diff --git a/docs/integrations/microcosm-policyengine-us.md b/docs/integrations/microcosm-policyengine-us.md index 69b39504..a8e60f2f 100644 --- a/docs/integrations/microcosm-policyengine-us.md +++ b/docs/integrations/microcosm-policyengine-us.md @@ -3,9 +3,10 @@ > Deprecated upstream identifiers: the current Microcosm HF release, files, > diagnostics metadata, and Chronicle fact keys still use `populace`/`ledger`. -Status: **adapter implemented and verified against the pinned release** +Status: **adapter implemented; the full evaluation was verified against the Build P +release with policyengine-us 1.764.6 and has not yet been re-run on the pair below** -Reviewed Microcosm release: `populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z` +Reviewed Microcosm release: `populace-us-2024-spm-20260915` Chronicle snapshot: `chronicle-7917ea815df710fb20db076b` @@ -15,11 +16,16 @@ This is a model/dataset pairing, not a raw-dataset adapter: - Dataset: Microcosm US, published at `policyengine/populace-us`, file `populace_us_2024.h5`, SHA-256 - `48b9d479fb4fd1c3537f9383ce4697d130b6f618658409d74f6233c43b994c7e`. -- Dataset build: Microcosm commit - `cae8640f9e65e274aea65c7916cb37b956978e32`. -- Model: `policyengine-us==1.764.6` (with `policyengine-core==3.26.11` in the - release manifest). + `6496cc4393d4d3c6574f76eca231de5898c803b9067645591fd5c4d3e65aee84`. +- Dataset build: the US release .py 6.4.1 certifies. It is a source-enrichment of + `populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z` (Microcosm + commit `cae8640f9e65e274aea65c7916cb37b956978e32`): the same tables, weights and + calibration diagnostics plus `is_spm_independent_minor_role`, added at Microcosm + commit `743683b0e121378e93c9b426cd9c79d41d29595b`. +- Model: `policyengine[us]==6.4.1`, the only declared model dependency. Its `us` + extra pins `policyengine-us==2.2.1`, `policyengine-core==3.33.0` and + `spm-calculator==1.0.0`. Upgrade by bumping .py, to a Microcosm release that + version certifies; the hosted variable runtime uses the same pair. - Population period: calendar year 2024. - Policy calculation period: tax year 2024. - Weight entities: person, household, and tax unit. diff --git a/evaluation_harness/adapters/microcosm.py b/evaluation_harness/adapters/microcosm.py index ad9a36f7..15ba3369 100644 --- a/evaluation_harness/adapters/microcosm.py +++ b/evaluation_harness/adapters/microcosm.py @@ -21,6 +21,7 @@ class MicrocosmRelease: release_id: str dataset_filename: str dataset_sha256: str + # The model requirement, such as "policyengine[us]==6.4.1". model_version: str repository: str = MICROCOSM_REPOSITORY calibration_diagnostics_filename: str | None = None @@ -37,15 +38,16 @@ def file_download_url(self, filename: str) -> str: ) +# The release .py 6.4.1 certifies, shared with the hosted variable runtime +# (frontend/scripts/hosted_release.json). It is a source-enrichment of the Build P +# release and keeps Build P's calibration diagnostics. MICROCOSM_RELEASE = MicrocosmRelease( - release_id="populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z", + release_id="populace-us-2024-spm-20260915", dataset_filename="populace_us_2024.h5", - dataset_sha256="48b9d479fb4fd1c3537f9383ce4697d130b6f618658409d74f6233c43b994c7e", - model_version="1.764.6", + dataset_sha256="6496cc4393d4d3c6574f76eca231de5898c803b9067645591fd5c4d3e65aee84", + model_version="policyengine[us]==6.4.1", calibration_diagnostics_filename=( - "releases/" - "populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z/" - "calibration_diagnostics.json" + "releases/populace-us-2024-spm-20260915/calibration_diagnostics.json" ), calibration_diagnostics_sha256=( "870449b44e86b13b25bcea1a57f0e7af37f4d4db18be815eea3acdf9fe6eb40e" @@ -709,6 +711,6 @@ def prepare(self, group: RunGroup) -> ArrayBundle: return ArrayBundle( arrays=arrays, dataset_version=self.release.release_id, - model_version=f"policyengine-us=={self.release.model_version}", + model_version=self.release.model_version, domain_masks=masks, ) diff --git a/frontend/tests/test_model_dependency_pins.py b/frontend/tests/test_model_dependency_pins.py index c9f51878..a065ca33 100644 --- a/frontend/tests/test_model_dependency_pins.py +++ b/frontend/tests/test_model_dependency_pins.py @@ -2,6 +2,7 @@ import json import re +import tomllib from pathlib import Path from packaging.requirements import Requirement @@ -57,3 +58,42 @@ def test_hosted_lock_installs_the_reviewed_py_tuple(): assert reviewed_packages["policyengine"] == "6.4.1" for package, version in reviewed_packages.items(): assert locked_versions.get(package) == version, package + + +def root_project_requirements() -> dict[str, list[Requirement]]: + """Every requirement list the root project declares, keyed by its location.""" + project_file = tomllib.loads((REPOSITORY_ROOT / "pyproject.toml").read_text()) + project = project_file["project"] + requirement_lists = {"dependencies": project.get("dependencies", [])} + for extra, requirements in project.get("optional-dependencies", {}).items(): + requirement_lists[f"optional-dependencies.{extra}"] = requirements + for group, requirements in project_file.get("dependency-groups", {}).items(): + requirement_lists[f"dependency-groups.{group}"] = requirements + return { + location: [Requirement(text) for text in requirements] + for location, requirements in requirement_lists.items() + } + + +def test_root_project_pins_only_policyengine_py_6_4_1(): + requirement_lists = root_project_requirements() + for location, requirements in requirement_lists.items(): + names = {canonicalize_name(requirement.name) for requirement in requirements} + assert not names & PY_DERIVED_PACKAGES, location + assert_only_pinned_py_declares_the_model( + requirement_lists["optional-dependencies.microcosm"] + ) + + +def test_root_lock_resolves_the_hosted_py_tuple(): + root_lock = tomllib.loads((REPOSITORY_ROOT / "uv.lock").read_text()) + locked_versions = { + canonicalize_name(package["name"]): package["version"] + for package in root_lock["package"] + if "version" in package + } + reviewed_packages = json.loads( + (REPOSITORY_ROOT / "frontend/scripts/hosted_release.json").read_text() + )["packages"] + for package, version in reviewed_packages.items(): + assert locked_versions.get(package) == version, package diff --git a/integrations/microcosm_policyengine_us/overview.yaml b/integrations/microcosm_policyengine_us/overview.yaml index d0005377..891e3c13 100644 --- a/integrations/microcosm_policyengine_us/overview.yaml +++ b/integrations/microcosm_policyengine_us/overview.yaml @@ -16,8 +16,9 @@ alignment_policy: source: source_id: populace_us_policyengine_us_2024 source_type: model_dataset_pair - dataset_version: populace-us-2024@populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z - model_version: policyengine-us==1.764.6 + # The release .py 6.4.1 certifies: Build P plus is_spm_independent_minor_role. + dataset_version: populace-us-2024@populace-us-2024-spm-20260915 + model_version: policyengine[us]==6.4.1 jurisdictions: [US] population_period: calendar_year:2024 policy_period: tax_year:2024 diff --git a/pyproject.toml b/pyproject.toml index 9c496fa7..95c4275f 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -5,10 +5,12 @@ requires-python = ">=3.11,<3.14" dependencies = ["numpy>=1.26,<3", "pyarrow>=18,<24", "pyyaml>=6,<7"] [project.optional-dependencies] +# .py (PyPI `policyengine`) is the model identity: bump it to upgrade, and pin +# only a Microcosm release that version certifies. Never pin policyengine-us or +# policyengine-core directly; .py's `us` extra supplies them. microcosm = [ - "pandas>=2.2,<3", - "policyengine-core==3.26.11", - "policyengine-us==1.764.6", + "pandas>=3,<4", + "policyengine[us]==6.4.1", "tables>=3.10,<4", ] taxcalc-cps = ["taxcalc==6.7.1"] diff --git a/scripts/run_full_chronicle_evaluation.py b/scripts/run_full_chronicle_evaluation.py index 6b1caca5..7cc41d16 100644 --- a/scripts/run_full_chronicle_evaluation.py +++ b/scripts/run_full_chronicle_evaluation.py @@ -348,7 +348,7 @@ def _run_us( release_target_alignments, source_id=microcosm_plan.source.source_id, dataset_version=MICROCOSM_RELEASE.release_id, - model_version=f"policyengine-us=={MICROCOSM_RELEASE.model_version}", + model_version=MICROCOSM_RELEASE.model_version, population_period=microcosm_plan.source.population_period, policy_period=microcosm_plan.source.policy_period, ) diff --git a/tests/test_microcosm_adapter.py b/tests/test_microcosm_adapter.py index be00411d..9e4039b3 100644 --- a/tests/test_microcosm_adapter.py +++ b/tests/test_microcosm_adapter.py @@ -1,3 +1,4 @@ +import json from pathlib import Path import numpy as np @@ -285,11 +286,33 @@ def test_locally_supplied_calibration_diagnostics_are_checksum_verified( def test_release_url_uses_the_immutable_hugging_face_revision() -> None: assert MICROCOSM_RELEASE.download_url == ( "https://huggingface.co/datasets/policyengine/populace-us/resolve/" - "populace-us-2024-buildp-sparse-rmloss100-cae8640-20260728T011454Z/" - "populace_us_2024.h5" + "populace-us-2024-spm-20260915/populace_us_2024.h5" ) +def test_harness_and_hosted_runtime_share_the_py_certified_pair() -> None: + hosted_release = json.loads( + (Path(__file__).parents[1] / "frontend/scripts/hosted_release.json").read_text() + ) + certifier = hosted_release["certifying_package"] + assert MICROCOSM_RELEASE.repository == hosted_release["repo"] + assert MICROCOSM_RELEASE.release_id == hosted_release["release_id"] + assert MICROCOSM_RELEASE.dataset_filename == hosted_release["filename"] + assert MICROCOSM_RELEASE.dataset_sha256 == hosted_release["sha256"] + assert MICROCOSM_RELEASE.model_version == ( + f"{certifier['name']}[{certifier['extra']}]=={certifier['version']}" + ) + assert MICROCOSM_RELEASE.calibration_diagnostics_filename == ( + "releases/populace-us-2024-spm-20260915/calibration_diagnostics.json" + ) + + +def test_runner_reports_the_pinned_py_and_certified_release(tables) -> None: + bundle = runner(tables).prepare(group("person", "person_weight", "__geography__")) + assert bundle.model_version == "policyengine[us]==6.4.1" + assert bundle.dataset_version == "populace-us-2024-spm-20260915" + + def test_runner_builds_entity_specific_geographies(tables) -> None: adapter = runner(tables) person = adapter.prepare(group("person", "person_weight", "__geography__")) diff --git a/tests/test_microcosm_integration_overview.py b/tests/test_microcosm_integration_overview.py index b74b9bb0..acb1fce0 100644 --- a/tests/test_microcosm_integration_overview.py +++ b/tests/test_microcosm_integration_overview.py @@ -23,8 +23,10 @@ def test_microcosm_overview_pins_current_dataset_and_model() -> None: overview = load_integration_overview(INTEGRATION / "overview.yaml") assert overview.source.source_id == "populace_us_policyengine_us_2024" - assert overview.source.dataset_version.endswith("20260728T011454Z") - assert overview.source.model_version == "policyengine-us==1.764.6" + assert overview.source.dataset_version == ( + "populace-us-2024@populace-us-2024-spm-20260915" + ) + assert overview.source.model_version == "policyengine[us]==6.4.1" assert overview.chronicle_snapshot_id == "chronicle-7917ea815df710fb20db076b" assert overview.alignment_policy == { "model_id": "cbo_growth_factor_aging", diff --git a/uv.lock b/uv.lock index 21693263..455c0cc2 100644 --- a/uv.lock +++ b/uv.lock @@ -1,9 +1,13 @@ version = 1 -revision = 3 +revision = 5 requires-python = ">=3.11, <3.14" resolution-markers = [ - 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