# OpenFisca France Data

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## [EN] Introduction

[OpenFisca](https://openfisca.org) is a versatile microsimulation free software. You can check the [online documentation](https://openfisca.org/doc/) for more details.

This repository contains the OpenFisca-France-Data module, to work with [OpenFisca-France](https://github.com/openfisca/openfisca-france) and French survey or population data ([ERFS](https://www.insee.fr/en/metadonnees/source/serie/s1231) and ERFS-FPR).

Here is the list of the managed data:

* [DADS](https://www.insee.fr/en/metadonnees/source/serie/s1163), annual declaration of social data ;
* [ERFS](https://www.insee.fr/en/metadonnees/source/serie/s1231), tax and social incomes survey ;
* ERFS-FPR, ERFS production and research files ;
* [FELIN](https://www.casd.eu/en/source/sampled-file-of-the-income-tax/), sampled file of the income tax.

> To transform your survey data into OpenFisca-France-Data formatted data you need to start with  [openfisca-survey-manager](https://github.com/openfisca/openfisca-survey-manager) repository.

## [FR] Introduction

[OpenFisca](https://openfisca.org) est un logiciel libre de micro-simulation. Pour plus d'information, vous pouvez consulter la [documentation officielle](https://openfisca.org/doc/).

Ce dépôt contient le module OpenFisca-France-Data. Il permet d'associer l'usage d'[OpenFisca-France](https://github.com/openfisca/openfisca-france) à des données d'enquête ou de population sur la France.

Ceci est la liste les données traitées :

* [DADS](https://www.insee.fr/fr/metadonnees/source/serie/s1163), Déclaration Annuelle des Données Sociales ;
* [ERFS](https://www.insee.fr/fr/metadonnees/source/serie/s1231), Enquête Revenus Fiscaux et Sociaux ;
* ERFS-FPR, ERFS fichiers de Production et de Recherche ;
* [FELIN](https://www.casd.eu/source/fichier-echantillonne-de-limpot-sur-le-revenu/), fichier échantillonné de l'impôt sur le revenu.

> Afin de transformer vos données d'enquête en des données au format OpenFisca-France-Data, vous aurez à débuter par le dépôt [openfisca-survey-manager](https://github.com/openfisca/openfisca-survey-manager).

## Environment

OpenFisca-France-Data runs on Python from version 3.7.
More recent versions should work, but are not tested.

> Backward compatibility with Python 2.7 has been dropped since January 1st, 2019.

## Installation

### Installing with `conda`

Since version `0.22.0`, you could use `conda` to install OpenFisca-France-Data.

Conda is the easiest way to use OpenFisca under Windows as by installing Anaconda you will get:
- Python
- The package manager [Anaconda.org](https://docs.anaconda.com/anacondaorg/user-guide/)
- A virtual environment manager : [conda](https://docs.conda.io/projects/conda/en/latest/user-guide/tasks/manage-environments.html)
- A GUI [Anaconda Navigator](https://docs.anaconda.com/anaconda/navigator/index.html) if you choose to install the full [Anaconda](https://www.anaconda.com/products/individual)

If you are familiar with the command line you could use [Miniconda](https://docs.conda.io/projects/conda/en/latest/user-guide/install/windows.html), which needs very much less disk space than Anaconda.

After installing conda, run these commands in an `Anaconda Powershell Prompt`:
- `conda create --name openfisca python=3.9` to create an `openfisca` environment.
- `conda activate openfisca` to use your new environment.

Then, choose one of the following options according to your use case:
- `conda install -c conda-forge -c openfisca openfisca-france-data` for default dependencies,
- or `conda install -c conda-forge -c openfisca openfisca-france-data-test` if you want all the dependencies needed to contribute to the project.

For information on how we publish to conda, see [.conda/README.md](.conda/README.md).

### Development installation

You can follow this installation if you want to:
* run one of OpenFisca-France-Data scripts,
* develop and contribute to OpenFisca-France-Data source code. Please be welcomed! :)

You will need to download and install the module locally:

```shell
git clone https://github.com/openfisca/openfisca-france-data.git
cd openfisca-france-data
make install
```

This should not display any error and end with:

`Successfully installed OpenFisca-France-Data...`

### Specifics due to Windows' handling of long paths

On a Windows machine, the installation of Openfisca-France-Data may run into problems due to long path names, which Windows, by default, does not handle. These long paths are mostly inherited from the OpenFisca-France parameters, which are stored in a sometimes deeply nested folder.

A possible workaround on Windows >= 10 is to lift the maximum path length limitation (as [indicated here](https://learn.microsoft.com/en-us/windows/win32/fileio/maximum-file-path-limitation?tabs=registry#enable-long-paths-in-windows-10-version-1607-and-later)).

## Execution

Let's say that you would like to format `ERFS-FPR` survey data into OpenFisca formatted data.

💡If you have other data managed by `openfisca-france-data` (like `FELIN`), change `erfs_fpr` by your data name in the next steps description.

You have already used `openfisca-survey-manager`. So, you have a `config.ini` file configured for this survey and a HDF5 file generated in the directory that you defined under `output_directory` in your `config.ini`.

> For more information, you can see the configuration steps of `openfisca-survey-manager` [README](https://github.com/openfisca/openfisca-survey-manager/blob/master/README.md).

To run `openfisca_france_data` on `ERFS-FPR` survey data:


1. Run the command:

    ```shell
    build-erfs-fpr -y 2013 -f dummy_data.h5
    ```

    You can change ` 2013` with any year you are interested in and for which you have ERFS-FPR data and `dummy_data.h5` with any filename you want to export a flatenned dataframe.

    The script should end without error and display these lines:
    ```shell
    INFO:__main__:Script finished after...
    Closing remaining open files...
    ```

2. Check the script results:

   * `openfisca_erfs_fpr.json` file generated in the directory you configured in your `config.ini` under `collections_directory` key.
   * `input.h5` file generated in the directory you configured in your `config.ini` under `output_directory` key. This HDF5 file contains a group with two items:
     * an item with your data organised by OpenFisca-France `Individu` entity,
     * an item with your data organised by OpenFisca-France `Menage` entity.
   * _Specific to `ERFS-FPR` script_: `dummy_data.h5` if you kept `export_flattened_df_filepath` option's value.

    > The script also adds a `openfisca_erfs_fpr` key to your `config.ini`.

## Testing

To run the entire test suite:

```shell
make test
```

## Style

This repository adheres to a certain coding style, and we invite you to follow it for your contributions to be integrated promptly.

To run the style checker:

```shell
make check-style
```

To automatically style-format your code changes:

```shell
make format-style
```

To automatically style-format your code changes each time you commit:

```shell
touch .git/hooks/pre-commit
chmod +x .git/hooks/pre-commit

tee -a .git/hooks/pre-commit << END
#!/bin/sh
#
# Automatically format your code before committing.
exec make format-style
END
```
