PolicyEngine / PolicyEngine/policyengine-core

Fix parameter validation when using variable references in breakdown metadata

Open
#346 0 comments 0 reactions 0 assignees View on GitHub

Nobody has claimed this yet.

Dominant language
Python
Stars
22
Forks
30
Avg merge
14h 33m
Merged PRs (30d)
7

Description

Issue with parameter validation when using variable references in breakdown parameters

Background

When implementing scale parameters with integer output values in PolicyEngine US, I encountered an error during parameter validation. This occurs when trying to use variable references (like variable enumerations) in the 'breakdown' section of parameter metadata.

Error details

The error occurs in the homogenize_parameter_node function, with the following traceback:

UnboundLocalError: cannot access local variable 'possible_values'

The specific issue appears when parameter files have a breakdown structure where:

  1. The parameter references an enumerated variable (like age groups)
  2. The parameter is meant to return integer values

Problematic patterns

We've identified several parameter structures that trigger this validation error:

  1. Using variable references in breakdown metadata:
childcare_market_rates:
  description: Maximum market rates for child care by age group
  values:
    2022-01-01:
      # Error when using variable reference
      breakdown:
        nc_scca_age_group: # Reference to a variable enum
          1: 500 # Values per age group
          2: 650
          3: 700
          4: 580
  1. Using boolean keys as parameter names:
fpg_limit:
  description: FPG percentage limits
  values:
    2022-01-01:
      # Error when using boolean keys directly
      True: 200
      False: 100

Solutions and workarounds

We've discovered several effective workarounds:

  1. Use range() instead of variable references in breakdowns:
childcare_market_rates:
  description: Maximum market rates for child care by age group
  values:
    2022-01-01:
      # Works properly
      breakdown:
        range(1, 5): # Python expression instead of variable reference
          1: 500
          2: 650
          3: 700
          4: 580
  1. Split complex parameters into separate, simpler parameter files:
# fpg_limit_preschool.yaml
fpg_limit_preschool:
  description: FPG percentage limit for preschool children
  values:
    2022-01-01: 200

# fpg_limit_school_age.yaml  
fpg_limit_school_age:
  description: FPG percentage limit for school age children
  values:
    2022-01-01: 100
  1. Use string names instead of boolean keys:
fpg_limit:
  description: FPG percentage limits
  values:
    2022-01-01:
      breakdown:
        is_eligible: # String names work better
          'eligible': 200
          'not_eligible': 100
  1. Use /1 instead of int in rate_unit for scale parameters:
amount:
  description: Benefit amount in dollars
  metadata:
    unit: currency-USD
    period: year
    rate_unit: /1  # Works better than rate_unit: int
  values:
    2022-01-01: 250

Potential fix

The core issue appears to be in the parameter validation function that doesn't properly handle variable references in breakdown metadata. Possible fixes:

  1. Add better error handling when processing breakdowns with variable references
  2. Support dynamically resolving variable references during validation
  3. Update documentation to clearly explain supported parameter structures
  4. Add tests for various parameter structure patterns

Real-world impact

This issue has been encountered implementing state programs (like NC's Subsidized Child Care Assistance) where parameters need to be defined by enumerated categories. The workarounds reduce readability and maintainability.

Related PRs

  • PolicyEngine/policyengine-us#5575
  • PolicyEngine/policyengine-us#5641

Contributor guide

Open the contributing guide

First steps

  1. Read the whole issue, then the project's contributing guide.
  2. Comment on the issue to say you are picking it up — it saves two people doing the same work.
  3. Fork the repository and make your change on a branch.
  4. Open a pull request that references the issue number.

Research direction

Start with the homogenize_parameter_node function and reproduce the UnboundLocalError using a parameter breakdown that references an enumerated variable, as described in the issue. Compare this with the working range() form and the boolean-key example; done means validation handles these structures without the error and tests cover the reported patterns.

Written by the indexing model from the issue text.

Assessment

Tech stack
python
Domain
backend
Issue type
Bug
Difficulty
4/5
Estimated time
3-5 days
Activity status
Stale
Clarity
Mostly clear
Newbie friendliness
45/100

Get new issues in your inbox

A short digest of beginner-friendly GitHub issues.