notebook allegement general

232a5e46 · BENOIT MICHAUD · e2833b17 · 232a5e46 · 232a5e46
Commit 232a5e46 authored 1 month ago by BENOIT MICHAUD
--- a/notebooks/allegement_general/cas_types.ipynb
+++ b/notebooks/allegement_general/cas_types.ipynb
+{
+ "cells": [
+  {
+   "cell_type": "markdown",
+   "id": "ef8797bd",
+   "metadata": {},
+   "source": [
+    "# Imports"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "8b57b468",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "import pandas as pd\n",
+    "import numpy as np\n",
+    "import copy\n",
+    "\n",
+    "from openfisca_core.simulation_builder import SimulationBuilder\n",
+    "from leximpact_survey_scenario.leximpact_tax_and_benefit_system import (\n",
+    "    create_leximpact_tbs,\n",
+    ")"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "id": "1c956e7b",
+   "metadata": {},
+   "source": [
+    "# Tax benefit system"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "9523944a",
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stderr",
+     "output_type": "stream",
+     "text": [
+      "allegement_general_mode_recouvrement has been updated in leximpact-survey-scenario\n",
+      "assiette_csg_plus_values has been updated in leximpact-survey-scenario\n",
+      "iaidrdi has been updated in leximpact-survey-scenario\n",
+      "paje_naissance has been updated in leximpact-survey-scenario\n",
+      "revenus_capital has been updated in leximpact-survey-scenario\n",
+      "rfr_plus_values_hors_rni has been updated in leximpact-survey-scenario\n",
+      "rpns_autres_revenus has been updated in leximpact-survey-scenario\n",
+      "rpns_imposables has been updated in leximpact-survey-scenario\n"
+     ]
+    }
+   ],
+   "source": [
+    "# Créer un tax benefit system\n",
+    "tax_benefit_system = create_leximpact_tbs()"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "id": "dd09dd13",
+   "metadata": {},
+   "source": [
+    "# Valeur des paramètres"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "083f5ec4",
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "smic_mensuel : 1801.8\n",
+      "smic_annuel : 21621.6\n"
+     ]
+    }
+   ],
+   "source": [
+    "parametres_period = \"2025-01\"\n",
+    "\n",
+    "smic_mensuel = tax_benefit_system.get_parameters_at_instant(\n",
+    "    parametres_period\n",
+    ").marche_travail.salaire_minimum.smic.smic_b_mensuel\n",
+    "print(f\"smic_mensuel : {smic_mensuel}\")\n",
+    "\n",
+    "smic_annuel = smic_mensuel * 12\n",
+    "print(f\"smic_annuel : {smic_annuel}\")"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "id": "a2f7a723",
+   "metadata": {},
+   "source": [
+    "# Cas-type"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "668a68fa",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "annee = 2025\n",
+    "cas_type_salaire = 1.59 * smic_annuel\n",
+    "\n",
+    "cas_type_base = {\n",
+    "    \"familles\": {\"Famille n°1\": {\"enfants\": [], \"parents\": [\"Adulte 1\"]}},\n",
+    "    \"foyers_fiscaux\": {\n",
+    "        \"Déclaration d’impôts n°1\": {\n",
+    "            \"declarants\": [\"Adulte 1\"],\n",
+    "            \"depcom_foyer\": {\n",
+    "                str(annee - 2): \"69259\",\n",
+    "                str(annee - 1): \"69259\",\n",
+    "                str(annee): \"69259\",\n",
+    "            },\n",
+    "            \"personnes_a_charge\": [],\n",
+    "        }\n",
+    "    },\n",
+    "    \"individus\": {\n",
+    "        \"Adulte 1\": {\n",
+    "            \"activite\": {\n",
+    "                str(annee - 2): \"actif\",\n",
+    "                str(annee - 1): \"actif\",\n",
+    "                str(annee): \"actif\",\n",
+    "            },\n",
+    "            \"categorie_salarie\": {\n",
+    "                str(annee - 2): \"prive_non_cadre\",\n",
+    "                str(annee - 1): \"prive_non_cadre\",\n",
+    "                str(annee): \"prive_non_cadre\",\n",
+    "            },\n",
+    "            \"contrat_de_travail\": {\n",
+    "                str(annee - 2): \"temps_plein\",\n",
+    "                str(annee - 1): \"temps_plein\",\n",
+    "                str(annee): \"temps_plein\",\n",
+    "            },\n",
+    "            \"contrat_de_travail_type\": {\n",
+    "                str(annee - 2): \"cdi\",\n",
+    "                str(annee - 1): \"cdi\",\n",
+    "                str(annee): \"cdi\",\n",
+    "            },\n",
+    "            \"effectif_entreprise\": {\n",
+    "                str(annee - 2): 20,\n",
+    "                str(annee - 1): 20,\n",
+    "                str(annee): 20,\n",
+    "            },\n",
+    "            \"date_naissance\": {str(annee): \"1973-08-30\"},\n",
+    "            \"depcom_entreprise\": {\n",
+    "                str(annee - 2): \"69259\",\n",
+    "                str(annee - 1): \"69259\",\n",
+    "                str(annee): \"69259\",\n",
+    "            },\n",
+    "            \"heures_remunerees_volume\": {\n",
+    "                str(annee - 2): 1607,\n",
+    "                str(annee - 1): 1607,\n",
+    "                str(annee): 1607,\n",
+    "            },\n",
+    "            \"invalidite\": {\n",
+    "                str(annee - 2): False,\n",
+    "                str(annee - 1): False,\n",
+    "                str(annee): False,\n",
+    "            },\n",
+    "            \"salaire_de_base\": {\n",
+    "                str(annee - 2): cas_type_salaire,\n",
+    "                str(annee - 1): cas_type_salaire,\n",
+    "                str(annee): cas_type_salaire,\n",
+    "            },\n",
+    "            \"statut_marital\": {\n",
+    "                str(annee - 2): \"celibataire\",\n",
+    "                str(annee - 1): \"celibataire\",\n",
+    "                str(annee): \"celibataire\",\n",
+    "            },\n",
+    "        }\n",
+    "    },\n",
+    "    \"menages\": {\n",
+    "        \"Logement principal n°1\": {\n",
+    "            \"conjoint\": [],\n",
+    "            \"depcom\": {\n",
+    "                str(annee - 2): \"69259\",\n",
+    "                str(annee - 1): \"69259\",\n",
+    "                str(annee): \"69259\",\n",
+    "            },\n",
+    "            \"enfants\": [],\n",
+    "            \"personne_de_reference\": [\"Adulte 1\"],\n",
+    "            \"statut_occupation_logement\": {\n",
+    "                str(annee - 2): \"locataire_vide\",\n",
+    "                str(annee - 1): \"locataire_vide\",\n",
+    "                str(annee): \"locataire_vide\",\n",
+    "            },\n",
+    "            \"loyer\": {str(annee - 2): 4800, str(annee - 1): 4800, str(annee): 4800},\n",
+    "        }\n",
+    "    },\n",
+    "}"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "fb9fadf9",
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "allegement_general : [116.886375]\n"
+     ]
+    }
+   ],
+   "source": [
+    "# Création de la simulation\n",
+    "simulation = SimulationBuilder().build_from_entities(tax_benefit_system, cas_type_base)\n",
+    "\n",
+    "# Variables\n",
+    "\n",
+    "temp_variables = [\"allegement_general\"]\n",
+    "\n",
+    "# Calcul des variables\n",
+    "for var in temp_variables:\n",
+    "    montant = simulation.calculate_add(var, f\"{annee}\")\n",
+    "    print(f\"{var} : {montant}\")"
+   ]
+  },
+  {
+   "cell_type": "markdown",
+   "id": "0df1aff8",
+   "metadata": {},
+   "source": [
+    "# Selon le salaire"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "df19565c",
+   "metadata": {},
+   "outputs": [],
+   "source": [
+    "# boucle sur les salaires\n",
+    "for salaire in np.arange(0, 50001, 1000):\n",
+    "    cas_type = copy.deepcopy(cas_type_base)\n",
+    "    cas_type[\"individus\"][\"Adulte 1\"][\"salaire_de_base\"] = {\n",
+    "        str(annee - 2): salaire,\n",
+    "        str(annee - 1): salaire,\n",
+    "        str(annee): salaire,\n",
+    "    }"
+   ]
+  },
+  {
+   "cell_type": "code",
+   "execution_count": null,
+   "id": "2347ef82",
+   "metadata": {},
+   "outputs": [
+    {
+     "name": "stdout",
+     "output_type": "stream",
+     "text": [
+      "    salaire_en_smic taux_allegement_general salaire_de_base  \\\n",
+      "0              1.00                [0.3193]     [21621.602]   \n",
+      "1              1.05                [0.2788]     [22702.682]   \n",
+      "2              1.10                [0.2419]     [23783.764]   \n",
+      "3              1.15                [0.2083]     [24864.842]   \n",
+      "4              1.20                [0.1774]      [25945.92]   \n",
+      "5              1.25                 [0.149]       [27027.0]   \n",
+      "6              1.30                [0.1228]      [28108.08]   \n",
+      "7              1.35                [0.0986]     [29189.158]   \n",
+      "8              1.40                 [0.076]     [30270.236]   \n",
+      "9              1.45                [0.0551]     [31351.318]   \n",
+      "10             1.50                [0.0355]     [32432.396]   \n",
+      "11             1.55                [0.0172]     [33513.477]   \n",
+      "12             1.60                   [0.0]     [34594.555]   \n",
+      "13             1.65                   [0.0]     [35675.645]   \n",
+      "14             1.70                   [0.0]      [36756.72]   \n",
+      "15             1.75                   [0.0]       [37837.8]   \n",
+      "16             1.80                   [0.0]      [38918.88]   \n",
+      "17             1.85                   [0.0]      [39999.96]   \n",
+      "18             1.90                   [0.0]      [41081.04]   \n",
+      "19             1.95                   [0.0]     [42162.125]   \n",
+      "\n",
+      "   assiette_allegement allegement_general  \n",
+      "0          [21621.602]         [6904.496]  \n",
+      "1          [22702.682]        [6330.2646]  \n",
+      "2          [23783.764]         [5754.084]  \n",
+      "3          [24864.842]         [5179.347]  \n",
+      "4           [25945.92]         [4603.671]  \n",
+      "5            [27027.0]        [4027.9236]  \n",
+      "6           [28108.08]        [3452.6096]  \n",
+      "7          [29189.158]        [2878.0515]  \n",
+      "8          [30270.236]        [2301.5474]  \n",
+      "9          [31351.318]        [1727.4579]  \n",
+      "10         [32432.396]        [1151.3502]  \n",
+      "11         [33513.477]         [576.4319]  \n",
+      "12         [34594.555]              [0.0]  \n",
+      "13         [35675.645]              [0.0]  \n",
+      "14          [36756.72]              [0.0]  \n",
+      "15           [37837.8]              [0.0]  \n",
+      "16          [38918.88]              [0.0]  \n",
+      "17          [39999.96]              [0.0]  \n",
+      "18          [41081.04]              [0.0]  \n",
+      "19         [42162.125]              [0.0]  \n"
+     ]
+    }
+   ],
+   "source": [
+    "# Variables à calculer\n",
+    "variables_mensuelles = [\"taux_allegement_general\"]\n",
+    "variables_annuelles = [\"salaire_de_base\", \"assiette_allegement\", \"allegement_general\"]\n",
+    "\n",
+    "\n",
+    "# Résultats collectés ici\n",
+    "resultats = []\n",
+    "\n",
+    "# Simulation pour chaque salaire\n",
+    "for salaire_en_smic in np.arange(1, 2, 0.05):\n",
+    "    # Création du cas type\n",
+    "    cas_type = copy.deepcopy(cas_type_base)\n",
+    "    cas_type[\"individus\"][\"Adulte 1\"][\"salaire_de_base\"] = {\n",
+    "        str(annee - 2): salaire_en_smic * smic_annuel,\n",
+    "        str(annee - 1): salaire_en_smic * smic_annuel,\n",
+    "        str(annee): salaire_en_smic * smic_annuel,\n",
+    "    }\n",
+    "\n",
+    "    # Création de la simulation\n",
+    "    simulation = SimulationBuilder().build_from_entities(tax_benefit_system, cas_type)\n",
+    "\n",
+    "    # Calcul des variables\n",
+    "    ligne = {\"salaire_en_smic\": salaire_en_smic}\n",
+    "    for var in variables_mensuelles:\n",
+    "        montant = simulation.calculate(var, f\"{annee}-12\")\n",
+    "        ligne[var] = montant\n",
+    "    for var in variables_annuelles:\n",
+    "        montant = simulation.calculate_add(var, f\"{annee}\")\n",
+    "        ligne[var] = montant\n",
+    "\n",
+    "    resultats.append(ligne)\n",
+    "\n",
+    "# Résultats en DataFrame\n",
+    "df_resultats = pd.DataFrame(resultats)\n",
+    "print(df_resultats)"
+   ]
+  }
+ ],
+ "metadata": {
+  "kernelspec": {
+   "display_name": "python3",
+   "language": "python",
+   "name": "python3"
+  }
+ },
+ "nbformat": 4,
+ "nbformat_minor": 5
+}
+%% Cell type:markdown id:ef8797bd tags:
+
+# Imports
+
+%% Cell type:code id:8b57b468 tags:
+
+``` python
+import pandas as pd
+import numpy as np
+import copy
+
+from openfisca_core.simulation_builder import SimulationBuilder
+from leximpact_survey_scenario.leximpact_tax_and_benefit_system import (
+    create_leximpact_tbs,
+)
+```
+
+%% Cell type:markdown id:1c956e7b tags:
+
+# Tax benefit system
+
+%% Cell type:code id:9523944a tags:
+
+``` python
+# Créer un tax benefit system
+tax_benefit_system = create_leximpact_tbs()
+```
+
+%% Output
+
+    allegement_general_mode_recouvrement has been updated in leximpact-survey-scenario
+    assiette_csg_plus_values has been updated in leximpact-survey-scenario
+    iaidrdi has been updated in leximpact-survey-scenario
+    paje_naissance has been updated in leximpact-survey-scenario
+    revenus_capital has been updated in leximpact-survey-scenario
+    rfr_plus_values_hors_rni has been updated in leximpact-survey-scenario
+    rpns_autres_revenus has been updated in leximpact-survey-scenario
+    rpns_imposables has been updated in leximpact-survey-scenario
+
+%% Cell type:markdown id:dd09dd13 tags:
+
+# Valeur des paramètres
+
+%% Cell type:code id:083f5ec4 tags:
+
+``` python
+parametres_period = "2025-01"
+
+smic_mensuel = tax_benefit_system.get_parameters_at_instant(
+    parametres_period
+).marche_travail.salaire_minimum.smic.smic_b_mensuel
+print(f"smic_mensuel : {smic_mensuel}")
+
+smic_annuel = smic_mensuel * 12
+print(f"smic_annuel : {smic_annuel}")
+```
+
+%% Output
+
+    smic_mensuel : 1801.8
+    smic_annuel : 21621.6
+
+%% Cell type:markdown id:a2f7a723 tags:
+
+# Cas-type
+
+%% Cell type:code id:668a68fa tags:
+
+``` python
+annee = 2025
+cas_type_salaire = 1.59 * smic_annuel
+
+cas_type_base = {
+    "familles": {"Famille n°1": {"enfants": [], "parents": ["Adulte 1"]}},
+    "foyers_fiscaux": {
+        "Déclaration d’impôts n°1": {
+            "declarants": ["Adulte 1"],
+            "depcom_foyer": {
+                str(annee - 2): "69259",
+                str(annee - 1): "69259",
+                str(annee): "69259",
+            },
+            "personnes_a_charge": [],
+        }
+    },
+    "individus": {
+        "Adulte 1": {
+            "activite": {
+                str(annee - 2): "actif",
+                str(annee - 1): "actif",
+                str(annee): "actif",
+            },
+            "categorie_salarie": {
+                str(annee - 2): "prive_non_cadre",
+                str(annee - 1): "prive_non_cadre",
+                str(annee): "prive_non_cadre",
+            },
+            "contrat_de_travail": {
+                str(annee - 2): "temps_plein",
+                str(annee - 1): "temps_plein",
+                str(annee): "temps_plein",
+            },
+            "contrat_de_travail_type": {
+                str(annee - 2): "cdi",
+                str(annee - 1): "cdi",
+                str(annee): "cdi",
+            },
+            "effectif_entreprise": {
+                str(annee - 2): 20,
+                str(annee - 1): 20,
+                str(annee): 20,
+            },
+            "date_naissance": {str(annee): "1973-08-30"},
+            "depcom_entreprise": {
+                str(annee - 2): "69259",
+                str(annee - 1): "69259",
+                str(annee): "69259",
+            },
+            "heures_remunerees_volume": {
+                str(annee - 2): 1607,
+                str(annee - 1): 1607,
+                str(annee): 1607,
+            },
+            "invalidite": {
+                str(annee - 2): False,
+                str(annee - 1): False,
+                str(annee): False,
+            },
+            "salaire_de_base": {
+                str(annee - 2): cas_type_salaire,
+                str(annee - 1): cas_type_salaire,
+                str(annee): cas_type_salaire,
+            },
+            "statut_marital": {
+                str(annee - 2): "celibataire",
+                str(annee - 1): "celibataire",
+                str(annee): "celibataire",
+            },
+        }
+    },
+    "menages": {
+        "Logement principal n°1": {
+            "conjoint": [],
+            "depcom": {
+                str(annee - 2): "69259",
+                str(annee - 1): "69259",
+                str(annee): "69259",
+            },
+            "enfants": [],
+            "personne_de_reference": ["Adulte 1"],
+            "statut_occupation_logement": {
+                str(annee - 2): "locataire_vide",
+                str(annee - 1): "locataire_vide",
+                str(annee): "locataire_vide",
+            },
+            "loyer": {str(annee - 2): 4800, str(annee - 1): 4800, str(annee): 4800},
+        }
+    },
+}
+```
+
+%% Cell type:code id:fb9fadf9 tags:
+
+``` python
+# Création de la simulation
+simulation = SimulationBuilder().build_from_entities(tax_benefit_system, cas_type_base)
+
+# Variables
+
+temp_variables = ["allegement_general"]
+
+# Calcul des variables
+for var in temp_variables:
+    montant = simulation.calculate_add(var, f"{annee}")
+    print(f"{var} : {montant}")
+```
+
+%% Output
+
+    allegement_general : [116.886375]
+
+%% Cell type:markdown id:0df1aff8 tags:
+
+# Selon le salaire
+
+%% Cell type:code id:df19565c tags:
+
+``` python
+# boucle sur les salaires
+for salaire in np.arange(0, 50001, 1000):
+    cas_type = copy.deepcopy(cas_type_base)
+    cas_type["individus"]["Adulte 1"]["salaire_de_base"] = {
+        str(annee - 2): salaire,
+        str(annee - 1): salaire,
+        str(annee): salaire,
+    }
+```
+
+%% Cell type:code id:2347ef82 tags:
+
+``` python
+# Variables à calculer
+variables_mensuelles = ["taux_allegement_general"]
+variables_annuelles = ["salaire_de_base", "assiette_allegement", "allegement_general"]
+
+
+# Résultats collectés ici
+resultats = []
+
+# Simulation pour chaque salaire
+for salaire_en_smic in np.arange(1, 2, 0.05):
+    # Création du cas type
+    cas_type = copy.deepcopy(cas_type_base)
+    cas_type["individus"]["Adulte 1"]["salaire_de_base"] = {
+        str(annee - 2): salaire_en_smic * smic_annuel,
+        str(annee - 1): salaire_en_smic * smic_annuel,
+        str(annee): salaire_en_smic * smic_annuel,
+    }
+
+    # Création de la simulation
+    simulation = SimulationBuilder().build_from_entities(tax_benefit_system, cas_type)
+
+    # Calcul des variables
+    ligne = {"salaire_en_smic": salaire_en_smic}
+    for var in variables_mensuelles:
+        montant = simulation.calculate(var, f"{annee}-12")
+        ligne[var] = montant
+    for var in variables_annuelles:
+        montant = simulation.calculate_add(var, f"{annee}")
+        ligne[var] = montant
+
+    resultats.append(ligne)
+
+# Résultats en DataFrame
+df_resultats = pd.DataFrame(resultats)
+print(df_resultats)
+```
+
+%% Output
+
+        salaire_en_smic taux_allegement_general salaire_de_base  \
+    0              1.00                [0.3193]     [21621.602]
+    1              1.05                [0.2788]     [22702.682]
+    2              1.10                [0.2419]     [23783.764]
+    3              1.15                [0.2083]     [24864.842]
+    4              1.20                [0.1774]      [25945.92]
+    5              1.25                 [0.149]       [27027.0]
+    6              1.30                [0.1228]      [28108.08]
+    7              1.35                [0.0986]     [29189.158]
+    8              1.40                 [0.076]     [30270.236]
+    9              1.45                [0.0551]     [31351.318]
+    10             1.50                [0.0355]     [32432.396]
+    11             1.55                [0.0172]     [33513.477]
+    12             1.60                   [0.0]     [34594.555]
+    13             1.65                   [0.0]     [35675.645]
+    14             1.70                   [0.0]      [36756.72]
+    15             1.75                   [0.0]       [37837.8]
+    16             1.80                   [0.0]      [38918.88]
+    17             1.85                   [0.0]      [39999.96]
+    18             1.90                   [0.0]      [41081.04]
+    19             1.95                   [0.0]     [42162.125]
+    
+       assiette_allegement allegement_general
+    0          [21621.602]         [6904.496]
+    1          [22702.682]        [6330.2646]
+    2          [23783.764]         [5754.084]
+    3          [24864.842]         [5179.347]
+    4           [25945.92]         [4603.671]
+    5            [27027.0]        [4027.9236]
+    6           [28108.08]        [3452.6096]
+    7          [29189.158]        [2878.0515]
+    8          [30270.236]        [2301.5474]
+    9          [31351.318]        [1727.4579]
+    10         [32432.396]        [1151.3502]
+    11         [33513.477]         [576.4319]
+    12         [34594.555]              [0.0]
+    13         [35675.645]              [0.0]
+    14          [36756.72]              [0.0]
+    15           [37837.8]              [0.0]
+    16          [38918.88]              [0.0]
+    17          [39999.96]              [0.0]
+    18          [41081.04]              [0.0]
+    19         [42162.125]              [0.0]
--- a/poetry.lock
+++ b/poetry.lock