Merge pull request #14 from openfisca/refactor-regimes

Refactor regimes

CHANGELOG.md

@@ -1,5 +1,13 @@
 # Changelog
 
+# 3.0.0 [#14](https://github.com/openfisca/openfisca-tunisia-pension/pull/14)
+
+* Évolution du système socio-fiscal.
+* Périodes concernées : toutes.
+* Zones impactées : `variables/regimes`.
+* Détails :
+  - Sépare les régimes dans différents répertoires
+
 # 3.0.0 [#13](https://github.com/openfisca/openfisca-tunisia-pension/pull/13)
 
 * Amélioration technique.

openfisca_tunisia_pension/variables/helpers.py

@@ -0,0 +1,30 @@
+'''Helper functions'''
+
+
+import bottleneck
+from numpy import minimum as min_
+
+
+def pension_generique(trimestres_valides, sal_ref, age, taux_annuite_base, taux_annuite_supplemetaire, duree_stage,
+        age_elig, periode_remplacement_base, plaf_taux_pension, smig):
+    taux_pension = (
+        (trimestres_valides < 4 * periode_remplacement_base) * (trimestres_valides / 4) * taux_annuite_base
+        + (trimestres_valides >= 4 * periode_remplacement_base) * (
+            taux_annuite_base * periode_remplacement_base
+            + (trimestres_valides / 4 - periode_remplacement_base) * taux_annuite_supplemetaire
+            )
+        )
+    montant = min_(taux_pension, plaf_taux_pension) * sal_ref
+    return montant
+
+
+def mean_over_k_largest(vector, k):
+    '''Return the mean over the k largest values of a vector'''
+    if k == 0:
+        return 0
+
+    if k <= len(vector):
+        return vector.sum() / len(vector)
+
+    z = -bottleneck.partition(-vector, kth = k)
+    return z.sum() / k

openfisca_tunisia_pension/variables/rsa.py

@@ -0,0 +1,65 @@
+import functools
+from numpy import (
+    apply_along_axis,
+    maximum as max_,
+    vstack,
+    )
+
+from openfisca_core import periods
+from openfisca_core.model_api import *
+from openfisca_tunisia_pension.entities import Individu
+
+
+class salaire_reference_rsa(Variable):
+    value_type = float
+    entity = Individu
+    label = 'Salaires de référence du régime des salariés agricoles'
+    definition_period = YEAR
+
+    def formula(individu, period):
+        # TODO: gérer le nombre d'année
+        # TODO: plafonner les salaires à 2 fois le smag de l'année d'encaissement
+        base_declaration_rsa = 180
+        base_liquidation_rsa = 300
+
+        n = 3
+        mean_over_largest = functools.partial(mean_over_k_largest, k = n)
+        salaire = apply_along_axis(
+            mean_over_largest,
+            axis = 0,
+            arr = vstack([
+                individu('salaire', period = periods.period('year', year))
+                for year in range(period.start.year, period.start.year - n, -1)
+                ]),
+            )
+        salaire_refererence = salaire * base_liquidation_rsa / base_declaration_rsa
+        return salaire_refererence
+
+
+class pension_rsa(Variable):
+    value_type = float
+    entity = Individu
+    label = 'Salaires de référence du régime des salariés agricoles'
+    definition_period = YEAR
+
+    def formula(individu, period, parameters):
+        rsa = parameters.retraite.rsa(period)
+        taux_annuite_base = rsa.taux_annuite_base
+        taux_annuite_supplemetaire = rsa.taux_annuite_supplemetaire
+        duree_stage = rsa.stage_requis
+        age_elig = rsa.age_legal
+        periode_remplacement_base = rsa.periode_remplacement_base
+        plaf_taux_pension = rsa.plaf_taux_pension
+        smag = parameters(period).marche_travail.smag * 25
+        duree_stage_validee = trimestres_valides > 4 * duree_stage
+        pension_min = rsa.pension_min
+        salaire_reference = individu('salaire_reference_rsa', period)
+
+        montant = pension_generique(trimestres_valides, sal_ref, age, taux_annuite_base, taux_annuite_supplemetaire,
+            duree_stage, age_elig, periode_remplacement_base, plaf_taux_pension, smag)
+
+        elig_age = age > age_elig
+        elig = duree_stage_validee * elig_age * (salaire_reference > 0)
+        montant_percu = max_(montant, pension_min * smag)
+        pension = elig * montant_percu
+        return pension

openfisca_tunisia_pension/variables/rsna.py

@@ -0,0 +1,80 @@
+import functools
+from numpy import (
+    apply_along_axis,
+    logical_not as not_,
+    maximum as max_,
+    vstack,
+    )
+
+from openfisca_core.model_api import *
+from openfisca_tunisia_pension.entities import Individu
+from openfisca_tunisia_pension.variables.helpers import mean_over_k_largest, pension_generique
+
+
+class salaire_reference_rsna(Variable):
+    value_type = float
+    entity = Individu
+    label = 'Salaires de référence du régime des salariés non agricoles'
+    definition_period = YEAR
+
+    def formula(individu, period):
+        # TODO: gérer le nombre d'année n
+        # TODO: plafonner les salaires à 6 fois le smig de l'année d'encaissement
+        n = 10
+        mean_over_largest = functools.partial(mean_over_k_largest, k = n)
+        salaire_refererence = apply_along_axis(
+            mean_over_largest,
+            axis = 0,
+            arr = vstack([
+                individu('salaire', period = year)
+                for year in range(period.start.year, period.start.year - n, -1)
+                ]),
+            )
+        return salaire_refererence
+
+
+class pension_rsna(Variable):
+    value_type = float
+    entity = Individu
+    label = 'Pension des affiliés au régime des salariés non agricoles'
+    definition_period = YEAR
+
+    def formula(individu, period, parameters):
+        trimestres_valides = individu('trimestres_valides', period = period)
+        salaire_reference = individu('salaire_reference_rsna', period = period)
+        age = individu('age', period = period)
+
+        rsna = parameters(period).retraite.rsna
+        taux_annuite_base = rsna.taux_annuite_base
+        taux_annuite_supplemetaire = rsna.taux_annuite_supplemetaire
+        duree_stage = rsna.stage_derog
+        age_eligible = rsna.age_dep_anticip
+        periode_remplacement_base = rsna.periode_remplacement_base
+        plaf_taux_pension = rsna.plaf_taux_pension
+        smig = parameters(period).marche_travail.smig_48h
+
+        pension_min_sup = rsna.pension_minimale.sup
+        pension_min_inf = rsna.pension_minimale.inf
+
+        stage = trimestres_valides > 4 * duree_stage
+        pension_minimale = (
+            stage * pension_min_sup + not_(stage) * pension_min_inf
+            )
+        montant = pension_generique(
+            trimestres_valides,
+            salaire_reference,
+            age,
+            taux_annuite_base,
+            taux_annuite_supplemetaire,
+            duree_stage,
+            age_eligible,
+            periode_remplacement_base,
+            plaf_taux_pension,
+            smig,
+            )
+        # eligibilite
+        eligibilite_age = age > age_eligible
+        eligibilite = stage * eligibilite_age * (salaire_reference > 0)
+        # plafonnement
+        montant_pension_percu = max_(montant, pension_minimale * smig)
+        return eligibilite * montant_pension_percu

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "OpenFisca-Tunisia-Pension"
-version = "3.0.0"
+version = "4.0.0"
 description = "OpenFisca Rules as Code model for Tunisia pensions."
 readme = "README.md"
 keywords = ["microsimulation", "tax", "benefit", "pension", "rac", "rules-as-code", "tunisia"]