OpenFisca Country-Template

This repository helps you quickly bootstrap and use your own OpenFisca country package.

You should NOT fork it but download a copy of it and follow the bootstrapping instructions below.

Otherwise, you will have to clean up all tags when you deploy your own country package.

Bootstrapping your Country Package

This set of instructions will create your own copy of this boilerplate directory and customise it to the country you want to work on. You will need to have Git installed.

First, download a copy of this repository, unzip it and cd into it in a Terminal window.

Then, set up the two following variables and execute the bootstrap.sh script to initialise a new Git repository and replace all references to openfisca_country_template with references to your new country package in the code base:

export COUNTRY_NAME=France  # set the name of your country here; you should keep all capitals, and replace any spaces in the name by underscores
export REPOSITORY_URL=https://github.com/YOUR_ORGANISATION/OpenFisca-$COUNTRY_NAME  # set here the URL of the repository where you will publish your code.
./bootstrap.sh

That's it, you're all set!

Writing the Legislation

The country whose law is modelled here has a very simple tax and benefit system.

• It has a flat rate tax whose rates increase every year.
• On the first of December, 2015, it introduced a basic income for all its citizens of age who have no income.
• On the first of December, 2016, it removed the income condition, providing all its adult citizens with a basic income.

These elements are described in different folders. All the modelling happens within the openfisca_country_template folder.

• The rates are in the parameters folder.
• The formulas are in the variables folder.
• This country package comes also with reforms in the reforms folder. This is optional: your country may exist without defining any reform.
  • In this country, there is a reform project aiming to modify the social security taxation, deleting the first bracket, raising the intermediary ones and adding a new bracket with a higher tax rate of 40 % for people earning more than 40000. This reform project would apply starting from 2017-01-01.

The files that are outside from the openfisca_country_template folder are used to set up the development environment.

Packaging your Country Package for Distribution

Country packages are python distributions. To distribute your package via pip, follow the steps given by the Python Packaging Authority.

Install Instructions for Users and Contributors

This package requires Python 3.7. More recent versions should work, but are not tested.

All platforms that can execute Python are supported, which includes GNU/Linux, macOS and Microsoft Windows (in which case we recommend using ConEmu instead of the default console).

Setting-up a Virtual Environment with Pew

In order to limit dependencies conflicts, we recommend to use a virtual environment (abbreviated as “virtualenv”) with a virtualenv manager such as pew.

• A virtualenv is a project specific environment created to suit the needs of the project you are working on.
• A virtualenv manager such as pew lets you easily create, remove and toggle between several virtualenvs.

To install pew, launch a terminal on your computer and follow these instructions:

pip install --upgrade pip
pip install pew  # if asked, answer "Y" to the question about modifying your shell config file.
pew new openfisca --python=python3.7  # create a new virtualenv called “openfisca”

The virtualenv you just created will be automatically activated. This means you will operate in the virtualenv immediately. You should see a prompt resembling this:

Installing setuptools, pip, wheel...done.
Launching subshell in virtual environment. Type 'exit' or 'Ctrl+D' to return.

You can re-activate that virtualenv at any time with pew workon openfisca.

🎉 You are now ready to install this OpenFisca Country Package!

Two install procedures are available. Pick procedure A or B below depending on how you plan to use this Country Package.

A. Minimal Installation (Pip Install)

Follow this installation if you wish to:

• run calculations on a large population;
• create tax & benefits simulations;
• write an extension to this legislation (e.g. city specific tax & benefits);
• serve your Country Package with the OpenFisca Web API.

For more advanced uses, head to the Advanced Installation.

Install this Country Package with Pip Install

Inside your virtualenv, check the prerequisites:

python --version  # should print "Python 2.7.xx".
#if not, make sure you pass the python version as an argument when creating your virtualenv

pip --version  # should print at least 9.0.
#if not, run "pip install --upgrade pip"

Install the Country Package:

pip install openfisca_country_template

🎉 This OpenFisca Country Package is now installed and ready!

Next Steps

• To learn how to use OpenFisca, follow our tutorials.
• To serve this Country Package, serve the OpenFisca web API.

Depending on what you want to do with OpenFisca, you may want to install yet other packages in your virtualenv:

• To install extensions or write on top of this Country Package, head to the Extensions documentation.
• To plot simulation results, try matplotlib.
• To manage data, check out pandas.

B. Advanced Installation (Git Clone)

Follow this tutorial if you wish to:

• create or change this Country Package's legislation;
• contribute to the source code.

Clone this Country Package with Git

First of all, make sure Git is installed on your machine.

Set your working directory to the location where you want this OpenFisca Country Package cloned.

Inside your virtualenv, check the prerequisites:

python --version  # should print "Python 2.7.xx".
#if not, make sure you pass the python version as an argument when creating your virtualenv

pip --version  # should print at least 9.0.
#if not, run "pip install --upgrade pip"

Clone this Country Package on your machine:

git clone https://github.com/openfisca/openfisca-country-template.git
cd openfisca-country-template
pip install --editable .[dev]

You can make sure that everything is working by running the provided tests with make test.

Learn more about tests

🎉 This OpenFisca Country Package is now installed and ready!

Next Steps

• To write new legislation, read the Coding the legislation section to know how to write legislation.
• To contribute to the code, read our Contribution Guidebook.

Serve this Country Package with the OpenFisca Web API

If you are considering building a web application, you can use the packaged OpenFisca Web API with your Country Package.

To serve the Openfisca Web API locally, run:

openfisca serve --port 5000

Or use the quick-start Make command:

make serve-local

To read more about the openfisca serve command, check out its documentation.

You can make sure that your instance of the API is working by requesting:

curl "http://localhost:5000/spec"

This endpoint returns the Open API specification of your API.

🎉 This OpenFisca Country Package is now served by the OpenFisca Web API! To learn more, go to the OpenFisca Web API documentation.

You can test your new Web API by sending it example JSON data located in the situation_examples folder.

Substitute your package's country name for openfisca_country_template below:

curl -X POST -H "Content-Type: application/json" \
  -d @./openfisca_country_template/situation_examples/couple.json \
  http://localhost:5000/calculate