Upload 5 files
Browse files- src/build_campaign_events.py +92 -0
- src/build_geographical_edges.py +231 -0
- src/build_lobbying_events.py +203 -0
- src/config.py +58 -0
- src/temporal_data.py +865 -0
src/build_campaign_events.py
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import pandas as pd
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import glob
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import os
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from tqdm import tqdm
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import sys
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# Get the absolute path to the project root (two directories up from data_prep)
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project_root = os.path.abspath(os.path.join(os.path.dirname(__file__), '..', '..'))
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if project_root not in sys.path:
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sys.path.append(project_root)
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import config
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def load_legislator_map():
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if os.path.exists(config.LEGISLATORS_CROSSWALK_PATH):
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# Added low_memory=False to suppress DtypeWarnings
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df = pd.read_csv(config.LEGISLATORS_CROSSWALK_PATH, low_memory=False)
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if 'id_opensecrets' in df.columns and 'id_bioguide' in df.columns:
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# Drop duplicates to prevent InvalidIndexError during mapping
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mapping_df = df[['id_opensecrets', 'id_bioguide']].dropna().drop_duplicates(subset=['id_opensecrets'])
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return mapping_df.set_index('id_opensecrets')['id_bioguide'].to_dict()
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print(f"WARNING: Legislator crosswalk not found at {config.LEGISLATORS_CROSSWALK_PATH}.")
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return {}
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def build_campaign_events():
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print("Building Campaign Finance Event Stream (Using Filing Dates)...")
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cid_to_bioguide = load_legislator_map()
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all_events = []
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# --- Step 1: Corporate PACs ---
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pac_files = glob.glob(str(config.CAMPAIGN_FINANCE_DIR / config.CAMPAIGN_PACS_PATTERN))
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print(f"Found {len(pac_files)} PAC files.")
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for f in tqdm(pac_files, desc="Processing PAC Files"):
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df = pd.read_csv(f, on_bad_lines='skip', low_memory=False)
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if 'estimated_filing_date' not in df.columns:
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continue
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df = df.dropna(subset=['CID', 'RealCode', 'estimated_filing_date'])
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# Safely map to BioGuide IDs using the deduplicated dictionary
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df['bioguide_id'] = df['CID'].map(cid_to_bioguide)
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df = df.dropna(subset=['bioguide_id'])
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df = df[['estimated_filing_date', 'RealCode', 'bioguide_id', 'Amount']].copy()
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all_events.append(df)
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# --- Step 2: 527 Expenditures ---
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if os.path.exists(config.DATA_527_EXPENDITURES_PATH):
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print("\nProcessing 527 Expenditures...")
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exp_df = pd.read_csv(config.DATA_527_EXPENDITURES_PATH, on_bad_lines='skip', low_memory=False)
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cmtes_df = pd.read_csv(config.DATA_527_COMMITTEES_PATH, on_bad_lines='skip', low_memory=False)
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if 'estimated_filing_date' in exp_df.columns:
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ein_to_industry = cmtes_df.set_index('EIN')['PrimCode'].to_dict()
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exp_df['bioguide_id'] = exp_df['RecipID'].map(cid_to_bioguide)
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exp_df['RealCode'] = exp_df['EIN'].map(ein_to_industry)
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exp_df = exp_df.dropna(subset=['bioguide_id', 'RealCode', 'estimated_filing_date'])
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exp_df = exp_df[['estimated_filing_date', 'RealCode', 'bioguide_id', 'Amount']].copy()
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all_events.append(exp_df)
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else:
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print("Skipping 527 Expenditures: 'estimated_filing_date' missing.")
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# --- Step 3: Aggregation ---
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if all_events:
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print("\nConcatenating and Aggregating Events...")
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full_df = pd.concat(all_events, ignore_index=True)
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# Parse dates
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tqdm.pandas(desc="Parsing Dates")
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full_df['estimated_filing_date'] = pd.to_datetime(full_df['estimated_filing_date'], errors='coerce')
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full_df = full_df.dropna(subset=['estimated_filing_date'])
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# Aggregate to Weekly "Pulses"
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full_df = full_df.set_index('estimated_filing_date')
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# Group and sum
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agg_df = full_df.groupby([pd.Grouper(freq='W'), 'RealCode', 'bioguide_id'])['Amount'].sum().reset_index()
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agg_df.rename(columns={'estimated_filing_date': 'date', 'RealCode': 'industry_code', 'Amount': 'weight'}, inplace=True)
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agg_df['event_type'] = 'DONATION'
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agg_df.to_csv(config.CAMPAIGN_FINANCE_EVENTS_PATH, index=False)
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print(f"\nSUCCESS: Saved {len(agg_df)} Campaign Events to {config.CAMPAIGN_FINANCE_EVENTS_PATH}")
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else:
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print("\nNo Campaign Events found.")
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if __name__ == "__main__":
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build_campaign_events()
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src/build_geographical_edges.py
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@@ -0,0 +1,231 @@
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| 1 |
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import pandas as pd
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| 2 |
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import numpy as np
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| 3 |
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import os
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| 4 |
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import re
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import gc
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from datetime import datetime
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from concurrent.futures import ProcessPoolExecutor, as_completed
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from tqdm import tqdm
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| 10 |
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# --- CONFIGURATION ---
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| 11 |
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RAW_DATA_DIR = "data/raw"
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CBP_DIR = os.path.join(RAW_DATA_DIR, "district_industries")
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NAICS_DIR = os.path.join(RAW_DATA_DIR, "industry_codes_NAICS")
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OUTPUT_FILE = "data/processed/events_geographical_industry.csv"
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MAX_WORKERS = os.cpu_count() - 1 or 1
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STATE_ABBREV = {
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'Alabama': 'AL', 'Alaska': 'AK', 'Arizona': 'AZ', 'Arkansas': 'AR', 'California': 'CA',
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'Colorado': 'CO', 'Connecticut': 'CT', 'Delaware': 'DE', 'Florida': 'FL', 'Georgia': 'GA',
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'Hawaii': 'HI', 'Idaho': 'ID', 'Illinois': 'IL', 'Indiana': 'IN', 'Iowa': 'IA',
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'Kansas': 'KS', 'Kentucky': 'KY', 'Louisiana': 'LA', 'Maine': 'ME', 'Maryland': 'MD',
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'Massachusetts': 'MA', 'Michigan': 'MI', 'Minnesota': 'MN', 'Mississippi': 'MS',
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'Missouri': 'MO', 'Montana': 'MT', 'Nebraska': 'NE', 'Nevada': 'NV', 'New Hampshire': 'NH',
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'New Jersey': 'NJ', 'New Mexico': 'NM', 'New York': 'NY', 'North Carolina': 'NC',
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'North Dakota': 'ND', 'Ohio': 'OH', 'Oklahoma': 'OK', 'Oregon': 'OR', 'Pennsylvania': 'PA',
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'Rhode Island': 'RI', 'South Carolina': 'SC', 'South Dakota': 'SD', 'Tennessee': 'TN',
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'Texas': 'TX', 'Utah': 'UT', 'Vermont': 'VT', 'Virginia': 'VA', 'Washington': 'WA',
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'West Virginia': 'WV', 'Wisconsin': 'WI', 'Wyoming': 'WY', 'District of Columbia': 'DC',
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'Puerto Rico': 'PR'
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}
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def load_crosswalks():
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print("[INFO] Loading NAICS-to-SIC Crosswalks...")
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cw_2012 = pd.read_csv(os.path.join(NAICS_DIR, "2012-NAICS-to-SIC-Crosswalk.csv"), dtype=str)
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| 35 |
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cw_2017 = pd.read_csv(os.path.join(NAICS_DIR, "2017-NAICS-to-SIC-Crosswalk.csv"), dtype=str)
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| 36 |
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dict_2012 = cw_2012.groupby('NAICS')['SIC'].apply(list).to_dict()
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dict_2017 = cw_2017.groupby('NAICS')['SIC'].apply(list).to_dict()
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return dict_2012, dict_2017
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def load_release_dates():
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print("[INFO] Loading Survey Release Dates...")
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release_df = pd.read_csv(os.path.join(CBP_DIR, "survey_release_dates.csv"))
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release_df['date'] = pd.to_datetime(release_df['date'], format='mixed')
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return dict(zip(release_df['survey_reference_year'], release_df['date']))
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def load_legislators():
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print("[INFO] Loading Legislator Metadata...")
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terms_df = pd.read_csv(os.path.join(RAW_DATA_DIR, "congress_terms_all_github.csv"), low_memory=False)
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terms_df['start'] = pd.to_datetime(terms_df['start'])
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terms_df['end'] = pd.to_datetime(terms_df['end'])
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terms_df['district'] = terms_df['district'].replace('At Large', 0)
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terms_df['district'] = pd.to_numeric(terms_df['district'], errors='coerce')
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return terms_df
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| 55 |
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| 56 |
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def parse_geography(name_str):
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| 57 |
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if pd.isna(name_str):
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return None, None
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match = re.search(r'(?:Congressional District (\d+)|District \(At Large\)).*?,\s*(.*)', str(name_str), re.IGNORECASE)
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| 60 |
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if match:
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dist_str = match.group(1)
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| 62 |
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district = int(dist_str) if dist_str else 0
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| 63 |
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state_name = match.group(2).strip()
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| 64 |
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state_abbr = STATE_ABBREV.get(state_name, None)
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| 65 |
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return state_abbr, district
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return None, None
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| 67 |
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| 68 |
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def get_active_legislator(terms_df, state, district, release_date):
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| 69 |
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if state is None or pd.isna(district):
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return None
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active = terms_df[
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(terms_df['state'] == state) &
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(terms_df['district'] == district) &
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(terms_df['start'] <= release_date) &
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(terms_df['end'] >= release_date) &
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| 76 |
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(terms_df['type'] == 'rep')
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| 77 |
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]
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| 78 |
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if not active.empty:
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return active.iloc[0]['id_bioguide']
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| 80 |
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return None
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| 81 |
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| 82 |
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def process_chunk(chunk, year, release_date, crosswalk, terms_df):
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| 83 |
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edges = []
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| 84 |
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cols = chunk.columns
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| 85 |
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| 86 |
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# Safely find columns dynamically to handle schema evolution
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| 87 |
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col_name = next((c for c in cols if 'NAME' in c), None)
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| 88 |
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col_naics = next((c for c in cols if 'NAICS' in c and 'LABEL' not in c), None)
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| 89 |
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col_estab = next((c for c in cols if 'ESTAB' in c), None)
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| 90 |
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col_emp = next((c for c in cols if 'EMP' in c and 'EMPSZES' not in c), None)
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| 91 |
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col_payann = next((c for c in cols if 'PAYANN' in c), None)
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| 92 |
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| 93 |
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if not all([col_name, col_naics, col_estab, col_emp, col_payann]):
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| 94 |
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return pd.DataFrame()
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| 95 |
+
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| 96 |
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# --- THE FIX: FILTER OUT GRANULAR ROWS ---
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| 97 |
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naics_raw = chunk[col_naics].astype(str).str.strip()
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| 98 |
+
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| 99 |
+
# Match ONLY top-level 2-digit sectors (e.g., '11', '11----') or hyphenated groups ('31-33')
|
| 100 |
+
is_top_level = naics_raw.str.match(r'^(\d{2}-*|\d{2}-\d{2}-*)$')
|
| 101 |
+
is_not_total = ~naics_raw.str.startswith('00') # Exclude the "All Sectors" total
|
| 102 |
+
|
| 103 |
+
# This perfectly standardizes 2010-2012 to match the 2013+ methodology
|
| 104 |
+
chunk = chunk[is_top_level & is_not_total].copy()
|
| 105 |
+
|
| 106 |
+
# Clean the NAICS codes to the standard format for our crosswalk
|
| 107 |
+
# Removes trailing dashes the Census sometimes uses (e.g. '11----' -> '11')
|
| 108 |
+
chunk[col_naics] = chunk[col_naics].astype(str).str.replace(r'-+$', '', regex=True).str.strip()
|
| 109 |
+
|
| 110 |
+
for c in [col_estab, col_emp, col_payann]:
|
| 111 |
+
chunk[c] = chunk[c].astype(str).str.replace(',', '')
|
| 112 |
+
chunk[c] = pd.to_numeric(chunk[c], errors='coerce')
|
| 113 |
+
|
| 114 |
+
chunk = chunk.dropna(subset=[col_estab, col_emp, col_payann], how='all')
|
| 115 |
+
|
| 116 |
+
# Local cache to prevent redundant crosswalk scans inside the chunk
|
| 117 |
+
resolved_sics_cache = {}
|
| 118 |
+
|
| 119 |
+
for _, row in chunk.iterrows():
|
| 120 |
+
naics_code = str(row[col_naics]).strip()
|
| 121 |
+
|
| 122 |
+
# --- PREFIX-MATCHING LOGIC ---
|
| 123 |
+
if naics_code not in resolved_sics_cache:
|
| 124 |
+
sics = set()
|
| 125 |
+
# Handle hyphenated aggregated sectors (e.g. "31-33")
|
| 126 |
+
if '-' in naics_code:
|
| 127 |
+
try:
|
| 128 |
+
start, end = naics_code.split('-')
|
| 129 |
+
prefixes = tuple(str(p) for p in range(int(start), int(end)+1))
|
| 130 |
+
except:
|
| 131 |
+
prefixes = (naics_code,)
|
| 132 |
+
else:
|
| 133 |
+
prefixes = (naics_code,)
|
| 134 |
+
|
| 135 |
+
# Scan crosswalk for any 6-digit NAICS that starts with this prefix
|
| 136 |
+
for cw_naics, cw_sics in crosswalk.items():
|
| 137 |
+
if str(cw_naics).startswith(prefixes):
|
| 138 |
+
sics.update(cw_sics)
|
| 139 |
+
resolved_sics_cache[naics_code] = list(sics)
|
| 140 |
+
|
| 141 |
+
sic_list = resolved_sics_cache[naics_code]
|
| 142 |
+
|
| 143 |
+
if not sic_list:
|
| 144 |
+
continue
|
| 145 |
+
|
| 146 |
+
state, dist = parse_geography(row[col_name])
|
| 147 |
+
bioguide_id = get_active_legislator(terms_df, state, dist, release_date)
|
| 148 |
+
|
| 149 |
+
if bioguide_id:
|
| 150 |
+
for sic in sic_list:
|
| 151 |
+
edges.append({
|
| 152 |
+
'bioguide_id': bioguide_id,
|
| 153 |
+
'sic_code': sic,
|
| 154 |
+
'release_date': release_date,
|
| 155 |
+
'reference_year': year,
|
| 156 |
+
'establishments': row[col_estab],
|
| 157 |
+
'employment': row[col_emp],
|
| 158 |
+
'annual_payroll': row[col_payann]
|
| 159 |
+
})
|
| 160 |
+
|
| 161 |
+
return pd.DataFrame(edges)
|
| 162 |
+
|
| 163 |
+
def process_cbp_file(file_path, year, release_date, crosswalk, terms_df):
|
| 164 |
+
print(f"\n[INFO] Reading Year {year} (Release: {release_date.date()})")
|
| 165 |
+
|
| 166 |
+
chunk_size = 25000
|
| 167 |
+
chunks = []
|
| 168 |
+
for chunk in pd.read_csv(file_path, chunksize=chunk_size, dtype=str):
|
| 169 |
+
chunks.append(chunk)
|
| 170 |
+
|
| 171 |
+
print(f" Spawned {len(chunks)} chunks. Processing across {MAX_WORKERS} cores...")
|
| 172 |
+
|
| 173 |
+
results = []
|
| 174 |
+
with ProcessPoolExecutor(max_workers=MAX_WORKERS) as executor:
|
| 175 |
+
futures = {
|
| 176 |
+
executor.submit(process_chunk, c, year, release_date, crosswalk, terms_df): i
|
| 177 |
+
for i, c in enumerate(chunks)
|
| 178 |
+
}
|
| 179 |
+
|
| 180 |
+
for future in tqdm(as_completed(futures), total=len(chunks), desc=f"Year {year}", unit="chunk"):
|
| 181 |
+
res_df = future.result()
|
| 182 |
+
if not res_df.empty:
|
| 183 |
+
results.append(res_df)
|
| 184 |
+
|
| 185 |
+
if results:
|
| 186 |
+
return pd.concat(results, ignore_index=True)
|
| 187 |
+
return pd.DataFrame()
|
| 188 |
+
|
| 189 |
+
def main():
|
| 190 |
+
print("=====================================================")
|
| 191 |
+
print(" BUILDING INDUSTRY-GEOGRAPHICAL EDGES (CBP)")
|
| 192 |
+
print(f" Mode: Multiprocessing enabled ({MAX_WORKERS} Workers)")
|
| 193 |
+
print("=====================================================")
|
| 194 |
+
|
| 195 |
+
cw_2012, cw_2017 = load_crosswalks()
|
| 196 |
+
release_dates = load_release_dates()
|
| 197 |
+
terms_df = load_legislators()
|
| 198 |
+
|
| 199 |
+
all_edges = []
|
| 200 |
+
|
| 201 |
+
for year in range(2010, 2024):
|
| 202 |
+
file_name = f"{year}_CB_estimates.csv" if year <= 2012 else f"{year}_CB_survey.csv"
|
| 203 |
+
file_path = os.path.join(CBP_DIR, file_name)
|
| 204 |
+
|
| 205 |
+
if not os.path.exists(file_path):
|
| 206 |
+
continue
|
| 207 |
+
|
| 208 |
+
release_date = release_dates.get(year)
|
| 209 |
+
if not release_date:
|
| 210 |
+
continue
|
| 211 |
+
|
| 212 |
+
active_crosswalk = cw_2012 if year <= 2012 else cw_2017
|
| 213 |
+
df_edges = process_cbp_file(file_path, year, release_date, active_crosswalk, terms_df)
|
| 214 |
+
|
| 215 |
+
if not df_edges.empty:
|
| 216 |
+
all_edges.append(df_edges)
|
| 217 |
+
|
| 218 |
+
print("\n[INFO] Concatenating and saving final edge list...")
|
| 219 |
+
if all_edges:
|
| 220 |
+
final_df = pd.concat(all_edges, ignore_index=True)
|
| 221 |
+
os.makedirs(os.path.dirname(OUTPUT_FILE), exist_ok=True)
|
| 222 |
+
final_df.to_csv(OUTPUT_FILE, index=False)
|
| 223 |
+
|
| 224 |
+
print(f"[SUCCESS] Saved {len(final_df)} geographical-industry edges to {OUTPUT_FILE}.")
|
| 225 |
+
print(f"[STATS] Unique Legislators Mapped: {final_df['bioguide_id'].nunique()}")
|
| 226 |
+
print(f"[STATS] Unique SIC Sectors Mapped: {final_df['sic_code'].nunique()}")
|
| 227 |
+
else:
|
| 228 |
+
print("[WARNING] No edges generated.")
|
| 229 |
+
|
| 230 |
+
if __name__ == "__main__":
|
| 231 |
+
main()
|
src/build_lobbying_events.py
ADDED
|
@@ -0,0 +1,203 @@
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|
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|
|
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|
|
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|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
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|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1 |
+
import os
|
| 2 |
+
import re
|
| 3 |
+
from tqdm import tqdm
|
| 4 |
+
import pandas as pd
|
| 5 |
+
import config
|
| 6 |
+
|
| 7 |
+
def load_crosswalks():
|
| 8 |
+
"""Loads NAICS->SIC, SIC->Ticker, and Legislator Mappings."""
|
| 9 |
+
print("Loading Crosswalks...")
|
| 10 |
+
|
| 11 |
+
naics_sic = pd.read_csv(config.NAICS_TO_SIC_PATH)
|
| 12 |
+
naics_sic['NAICS'] = naics_sic['NAICS'].astype(str).str.replace(r'\.0$', '', regex=True).str.zfill(6)
|
| 13 |
+
naics_sic['SIC'] = naics_sic['SIC'].astype(str).str.replace(r'\.0$', '', regex=True).str.zfill(4)
|
| 14 |
+
naics_to_sic_map = naics_sic.groupby('NAICS')['SIC'].apply(list).to_dict()
|
| 15 |
+
|
| 16 |
+
if os.path.exists(config.COMPANY_SIC_DATA_PATH):
|
| 17 |
+
sic_data = pd.read_csv(config.COMPANY_SIC_DATA_PATH)
|
| 18 |
+
sic_data['sic'] = sic_data['sic'].astype(str).str.replace(r'\.0$', '', regex=True).str.zfill(4)
|
| 19 |
+
sic_to_ticker_map = sic_data.groupby('sic')['ticker'].apply(list).to_dict()
|
| 20 |
+
else:
|
| 21 |
+
print(f"WARNING: {config.COMPANY_SIC_DATA_PATH} not found.")
|
| 22 |
+
sic_to_ticker_map = {}
|
| 23 |
+
|
| 24 |
+
if os.path.exists(config.LEGISLATORS_CROSSWALK_PATH):
|
| 25 |
+
leg_df = pd.read_csv(config.LEGISLATORS_CROSSWALK_PATH, low_memory=False)
|
| 26 |
+
leg_map_df = leg_df[['id_icpsr', 'id_bioguide']].dropna().drop_duplicates()
|
| 27 |
+
leg_map_df['id_icpsr'] = leg_map_df['id_icpsr'].astype(int)
|
| 28 |
+
icpsr_to_bioguide = leg_map_df.set_index('id_icpsr')['id_bioguide'].to_dict()
|
| 29 |
+
else:
|
| 30 |
+
print(f"WARNING: Legislator crosswalk not found at {config.LEGISLATORS_CROSSWALK_PATH}. Voting edges will fail.")
|
| 31 |
+
icpsr_to_bioguide = {}
|
| 32 |
+
|
| 33 |
+
return naics_to_sic_map, sic_to_ticker_map, icpsr_to_bioguide
|
| 34 |
+
|
| 35 |
+
def parse_bill_ids(id_str):
|
| 36 |
+
try:
|
| 37 |
+
if pd.isna(id_str): return []
|
| 38 |
+
matches = re.findall(r'[a-zA-Z0-9]+-[0-9]+', str(id_str))
|
| 39 |
+
return [m.lower().strip() for m in matches]
|
| 40 |
+
except:
|
| 41 |
+
return []
|
| 42 |
+
|
| 43 |
+
def build_lobbying_events():
|
| 44 |
+
print("Building Lobbying & Voting Event Stream (Using Filing Dates)...")
|
| 45 |
+
|
| 46 |
+
bills_df = pd.read_csv(config.LOBBYING_BILLS_PATH)
|
| 47 |
+
clients_df = pd.read_csv(config.LOBBYING_CLIENTS_PATH)
|
| 48 |
+
reports_df = pd.read_csv(config.LOBBYING_REPORTS_PATH)
|
| 49 |
+
issues_df = pd.read_csv(config.LOBBYING_ISSUES_PATH)
|
| 50 |
+
|
| 51 |
+
has_votes = os.path.exists(config.VOTEVIEW_VOTES_PATH) and os.path.exists(config.VOTEVIEW_ROLLCALLS_PATH)
|
| 52 |
+
if has_votes:
|
| 53 |
+
print("Loading VoteView Data...")
|
| 54 |
+
votes_df = pd.read_csv(config.VOTEVIEW_VOTES_PATH)
|
| 55 |
+
rollcalls_df = pd.read_csv(config.VOTEVIEW_ROLLCALLS_PATH, low_memory=False)
|
| 56 |
+
|
| 57 |
+
bills_df['bill_id'] = bills_df['bill_id'].astype(str).str.lower().str.strip()
|
| 58 |
+
reports_df['report_uuid'] = reports_df['report_uuid'].astype(str)
|
| 59 |
+
reports_df['lob_id'] = reports_df['lob_id'].astype(str)
|
| 60 |
+
clients_df['lob_id'] = clients_df['lob_id'].astype(str)
|
| 61 |
+
|
| 62 |
+
naics_map, sic_ticker_map, icpsr_map = load_crosswalks()
|
| 63 |
+
|
| 64 |
+
# --- Step 1: Map Clients to Tickers ---
|
| 65 |
+
clients_df['naics_str'] = clients_df['naics'].astype(str).str.replace(r'\.0$', '', regex=True).str.zfill(6)
|
| 66 |
+
client_ticker_records = []
|
| 67 |
+
|
| 68 |
+
print("Mapping Clients to Tickers...")
|
| 69 |
+
for idx, row in tqdm(clients_df.iterrows(), total=len(clients_df), desc="Mapping Clients"):
|
| 70 |
+
target_tickers = []
|
| 71 |
+
for sic in naics_map.get(row['naics_str'], []):
|
| 72 |
+
target_tickers.extend(sic_ticker_map.get(sic, []))
|
| 73 |
+
if target_tickers:
|
| 74 |
+
for t in set(target_tickers):
|
| 75 |
+
client_ticker_records.append({'lob_id': row['lob_id'], 'ticker': t})
|
| 76 |
+
|
| 77 |
+
client_ticker_df = pd.DataFrame(client_ticker_records)
|
| 78 |
+
print(f"Mapped {client_ticker_df['lob_id'].nunique()} clients to {client_ticker_df['ticker'].nunique()} unique tickers.")
|
| 79 |
+
|
| 80 |
+
if client_ticker_df.empty:
|
| 81 |
+
print("No clients mapped to tickers. Exiting.")
|
| 82 |
+
return
|
| 83 |
+
|
| 84 |
+
# --- Step 2: Link Reports to Bills ---
|
| 85 |
+
print("Parsing Bill IDs from Issues...")
|
| 86 |
+
tqdm.pandas(desc="Parsing Bill IDs")
|
| 87 |
+
issues_with_bills = issues_df.dropna(subset=['bill_id_agg']).copy()
|
| 88 |
+
issues_with_bills['bill_id_list'] = issues_with_bills['bill_id_agg'].progress_apply(parse_bill_ids)
|
| 89 |
+
|
| 90 |
+
issues_exploded = issues_with_bills.explode('bill_id_list').rename(columns={'bill_id_list': 'bill_id'})
|
| 91 |
+
issues_exploded['report_uuid'] = issues_exploded['report_uuid'].astype(str)
|
| 92 |
+
issues_exploded['bill_id'] = issues_exploded['bill_id'].astype(str)
|
| 93 |
+
|
| 94 |
+
print("Merging Issues with Reports...")
|
| 95 |
+
bill_client_chain = pd.merge(
|
| 96 |
+
issues_exploded[['bill_id', 'report_uuid']],
|
| 97 |
+
reports_df[['report_uuid', 'lob_id', 'estimated_filing_date']],
|
| 98 |
+
on='report_uuid',
|
| 99 |
+
how='inner'
|
| 100 |
+
)
|
| 101 |
+
|
| 102 |
+
# NEW OPTIMIZATION: Drop duplicates BEFORE merging to save massive amounts of memory
|
| 103 |
+
base_chain = bill_client_chain[['lob_id', 'bill_id', 'estimated_filing_date']].drop_duplicates()
|
| 104 |
+
ticker_bill_df = pd.merge(base_chain, client_ticker_df, on='lob_id').drop(columns=['lob_id'])
|
| 105 |
+
ticker_bill_df = ticker_bill_df.drop_duplicates()
|
| 106 |
+
|
| 107 |
+
all_events_dfs = []
|
| 108 |
+
|
| 109 |
+
# --- Step 3: Strong Edges (Sponsorship) ---
|
| 110 |
+
if getattr(config, 'INCLUDE_LOBBYING_SPONSORSHIP', True):
|
| 111 |
+
print("Generating Strong Edges (Sponsorship)...")
|
| 112 |
+
strong_df = pd.merge(ticker_bill_df, bills_df[['bill_id', 'bioguide_id']], on='bill_id', how='inner')
|
| 113 |
+
strong_df = strong_df.dropna(subset=['bioguide_id', 'estimated_filing_date'])
|
| 114 |
+
|
| 115 |
+
# Vectorized Event Creation (Replaces the 9-minute loop)
|
| 116 |
+
strong_df = strong_df[['estimated_filing_date', 'ticker', 'bioguide_id']].drop_duplicates()
|
| 117 |
+
strong_df.rename(columns={'estimated_filing_date': 'date'}, inplace=True)
|
| 118 |
+
strong_df['event_type'] = 'LOBBY_STRONG'
|
| 119 |
+
strong_df['weight'] = 1.0
|
| 120 |
+
|
| 121 |
+
print(f"Valid Sponsorship Connections Found: {len(strong_df)}")
|
| 122 |
+
all_events_dfs.append(strong_df)
|
| 123 |
+
else:
|
| 124 |
+
print("Skipping Strong Edges (Sponsorship) per config.")
|
| 125 |
+
|
| 126 |
+
# --- Step 4: Weak Edges (Voting) ---
|
| 127 |
+
if getattr(config, 'INCLUDE_LOBBYING_VOTING', True) and has_votes:
|
| 128 |
+
print("Generating Weak Edges (Voting)...")
|
| 129 |
+
if 'bill_number' in bills_df.columns and 'bill_number' in rollcalls_df.columns:
|
| 130 |
+
lobbied_bills = ticker_bill_df['bill_id'].unique()
|
| 131 |
+
|
| 132 |
+
target_bills_df = bills_df[bills_df['bill_id'].isin(lobbied_bills)][['bill_id', 'bill_type', 'bill_number', 'congress_number']].copy()
|
| 133 |
+
target_bills_df['clean_type'] = target_bills_df['bill_type'].astype(str).str.replace(r'[^a-zA-Z]', '', regex=True).str.upper()
|
| 134 |
+
target_bills_df['clean_num'] = target_bills_df['bill_number'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip()
|
| 135 |
+
target_bills_df['vv_bill_number'] = target_bills_df['clean_type'] + target_bills_df['clean_num']
|
| 136 |
+
target_bills_df['congress_number'] = target_bills_df['congress_number'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip()
|
| 137 |
+
|
| 138 |
+
rollcalls_merge = rollcalls_df[['congress', 'rollnumber', 'bill_number']].copy()
|
| 139 |
+
rollcalls_merge['vv_bill_number'] = rollcalls_merge['bill_number'].astype(str).str.replace(r'[^a-zA-Z0-9]', '', regex=True).str.upper()
|
| 140 |
+
rollcalls_merge['congress'] = rollcalls_merge['congress'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip()
|
| 141 |
+
rollcalls_merge['rollnumber'] = rollcalls_merge['rollnumber'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip()
|
| 142 |
+
|
| 143 |
+
bill_votes_map = pd.merge(
|
| 144 |
+
target_bills_df[['bill_id', 'congress_number', 'vv_bill_number']],
|
| 145 |
+
rollcalls_merge[['congress', 'rollnumber', 'vv_bill_number']],
|
| 146 |
+
left_on=['congress_number', 'vv_bill_number'],
|
| 147 |
+
right_on=['congress', 'vv_bill_number']
|
| 148 |
+
)
|
| 149 |
+
|
| 150 |
+
bill_votes_map = bill_votes_map[~bill_votes_map['congress'].isin(['nan', 'None', ''])]
|
| 151 |
+
bill_votes_map = bill_votes_map[~bill_votes_map['rollnumber'].isin(['nan', 'None', ''])]
|
| 152 |
+
|
| 153 |
+
yea_votes = votes_df[votes_df['cast_code'].isin([1, 2, 3])].copy()
|
| 154 |
+
yea_votes['bioguide_id'] = yea_votes['icpsr'].map(icpsr_map)
|
| 155 |
+
yea_votes = yea_votes.dropna(subset=['bioguide_id', 'congress', 'rollnumber'])
|
| 156 |
+
|
| 157 |
+
yea_votes['congress'] = yea_votes['congress'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip()
|
| 158 |
+
yea_votes['rollnumber'] = yea_votes['rollnumber'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip()
|
| 159 |
+
yea_votes = yea_votes[~yea_votes['congress'].isin(['nan', 'None', ''])]
|
| 160 |
+
|
| 161 |
+
print("Mapping Legislator votes to Bills...")
|
| 162 |
+
bill_to_legislator = pd.merge(
|
| 163 |
+
bill_votes_map[['bill_id', 'congress', 'rollnumber']],
|
| 164 |
+
yea_votes[['congress', 'rollnumber', 'bioguide_id']],
|
| 165 |
+
on=['congress', 'rollnumber']
|
| 166 |
+
)
|
| 167 |
+
|
| 168 |
+
bill_to_legislator = bill_to_legislator[['bill_id', 'bioguide_id']].drop_duplicates()
|
| 169 |
+
|
| 170 |
+
print("Merging Voting Records with Lobbying Clients (Chunked to prevent Memory Error)...")
|
| 171 |
+
|
| 172 |
+
# NEW OPTIMIZATION: Process one Ticker at a time to prevent Cartesian explosion
|
| 173 |
+
weak_events_list = []
|
| 174 |
+
valid_bills_with_votes = bill_to_legislator['bill_id'].unique()
|
| 175 |
+
tb_subset = ticker_bill_df[ticker_bill_df['bill_id'].isin(valid_bills_with_votes)]
|
| 176 |
+
|
| 177 |
+
for ticker, group in tqdm(tb_subset.groupby('ticker'), desc="Building Weak Edges"):
|
| 178 |
+
merged = pd.merge(group[['bill_id', 'estimated_filing_date']], bill_to_legislator, on='bill_id')
|
| 179 |
+
unique_edges = merged[['estimated_filing_date', 'bioguide_id']].drop_duplicates()
|
| 180 |
+
unique_edges['ticker'] = ticker
|
| 181 |
+
weak_events_list.append(unique_edges)
|
| 182 |
+
|
| 183 |
+
if weak_events_list:
|
| 184 |
+
weak_df = pd.concat(weak_events_list, ignore_index=True)
|
| 185 |
+
weak_df.rename(columns={'estimated_filing_date': 'date'}, inplace=True)
|
| 186 |
+
weak_df['event_type'] = 'LOBBY_WEAK'
|
| 187 |
+
weak_df['weight'] = 0.5
|
| 188 |
+
print(f"Valid Voting Connections Found: {len(weak_df)}")
|
| 189 |
+
all_events_dfs.append(weak_df)
|
| 190 |
+
else:
|
| 191 |
+
print("Valid Voting Connections Found: 0")
|
| 192 |
+
else:
|
| 193 |
+
print("Skipping Weak Edges (Voting) per config.")
|
| 194 |
+
|
| 195 |
+
if all_events_dfs:
|
| 196 |
+
final_events_df = pd.concat(all_events_dfs, ignore_index=True)
|
| 197 |
+
print(f"\nSUCCESS: Generated {len(final_events_df)} total Lobbying/Voting Events.")
|
| 198 |
+
final_events_df.to_csv(config.LOBBYING_EVENTS_PATH, index=False)
|
| 199 |
+
else:
|
| 200 |
+
print("\nGenerated 0 total events.")
|
| 201 |
+
|
| 202 |
+
if __name__ == "__main__":
|
| 203 |
+
build_lobbying_events()
|
src/config.py
ADDED
|
@@ -0,0 +1,58 @@
|
|
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|
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|
|
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|
|
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|
|
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|
|
|
|
|
|
|
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|
|
|
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|
|
|
|
|
|
|
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
|
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|
|
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|
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|
|
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|
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|
|
|
|
|
|
|
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|
|
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|
|
|
|
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|
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|
|
|
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|
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|
|
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|
|
|
|
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|
|
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|
|
|
|
|
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|
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|
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|
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|
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|
|
|
|
|
|
|
| 1 |
+
import os
|
| 2 |
+
from pathlib import Path
|
| 3 |
+
|
| 4 |
+
# Project Root (Relative to this config file)
|
| 5 |
+
# Works whether installed as package or run from source
|
| 6 |
+
try:
|
| 7 |
+
import importlib.resources as pkg_resources
|
| 8 |
+
PROJECT_ROOT = Path(pkg_resources.files("src").parent)
|
| 9 |
+
except (ImportError, AttributeError):
|
| 10 |
+
PROJECT_ROOT = Path(__file__).parent.parent.resolve()
|
| 11 |
+
|
| 12 |
+
# Allow override via environment variable
|
| 13 |
+
PROJECT_ROOT = Path(os.getenv("CHOCOLATE_PROJECT_ROOT", PROJECT_ROOT))
|
| 14 |
+
|
| 15 |
+
# Data Directories
|
| 16 |
+
RAW_DATA_DIR = PROJECT_ROOT / "data" / "raw"
|
| 17 |
+
PROCESSED_DATA_DIR = PROJECT_ROOT / "data" / "processed"
|
| 18 |
+
LOBBYING_DIR = RAW_DATA_DIR / "lobbying_data_lobbyview"
|
| 19 |
+
CAMPAIGN_FINANCE_DIR = RAW_DATA_DIR / "campaign_finance_open_secrets"
|
| 20 |
+
DATA_527_DIR = RAW_DATA_DIR / "527_data_open_secrets"
|
| 21 |
+
INDUSTRY_CROSSWALK_DIR = RAW_DATA_DIR / "industry_codes_NAICS"
|
| 22 |
+
|
| 23 |
+
# --- Feature Flags ---
|
| 24 |
+
INCLUDE_LOBBYING_SPONSORSHIP = True
|
| 25 |
+
INCLUDE_LOBBYING_VOTING = True
|
| 26 |
+
|
| 27 |
+
# --- Specific Data Paths ---
|
| 28 |
+
# Lobbying & Votes
|
| 29 |
+
LOBBYING_BILLS_PATH = LOBBYING_DIR / "bills.csv"
|
| 30 |
+
LOBBYING_CLIENTS_PATH = LOBBYING_DIR / "clients.csv"
|
| 31 |
+
LOBBYING_REPORTS_PATH = LOBBYING_DIR / "reports.csv"
|
| 32 |
+
LOBBYING_ISSUES_PATH = LOBBYING_DIR / "issue_text.csv"
|
| 33 |
+
|
| 34 |
+
# VoteView Paths
|
| 35 |
+
VOTEVIEW_VOTES_PATH = RAW_DATA_DIR / "HSall_votes.csv"
|
| 36 |
+
VOTEVIEW_ROLLCALLS_PATH = RAW_DATA_DIR / "HSall_rollcalls.csv"
|
| 37 |
+
|
| 38 |
+
# Campaign Finance Paths
|
| 39 |
+
CAMPAIGN_PACS_PATTERN = "pacs*.csv"
|
| 40 |
+
DATA_527_EXPENDITURES_PATH = DATA_527_DIR / "Expenditures.csv"
|
| 41 |
+
DATA_527_COMMITTEES_PATH = DATA_527_DIR / "Cmtes527.csv"
|
| 42 |
+
|
| 43 |
+
# Crosswalks
|
| 44 |
+
NAICS_TO_SIC_PATH = INDUSTRY_CROSSWALK_DIR / "2017-NAICS-to-SIC-Crosswalk.csv"
|
| 45 |
+
COMPANY_SIC_DATA_PATH = RAW_DATA_DIR / "company_sic_data.csv"
|
| 46 |
+
LEGISLATORS_CROSSWALK_PATH = RAW_DATA_DIR / "congress_terms_all_github.csv"
|
| 47 |
+
|
| 48 |
+
# Outputs
|
| 49 |
+
LOBBYING_EVENTS_PATH = PROCESSED_DATA_DIR / "events_lobbying.csv"
|
| 50 |
+
CAMPAIGN_FINANCE_EVENTS_PATH = PROCESSED_DATA_DIR / "events_campaign_finance.csv"
|
| 51 |
+
|
| 52 |
+
# Make sure local directories exist
|
| 53 |
+
PROCESSED_DATA_DIR.mkdir(parents=True, exist_ok=True)
|
| 54 |
+
|
| 55 |
+
# Convert to strings for backward compatibility
|
| 56 |
+
PROJECT_ROOT = str(PROJECT_ROOT)
|
| 57 |
+
RAW_DATA_DIR = str(RAW_DATA_DIR)
|
| 58 |
+
PROCESSED_DATA_DIR = str(PROCESSED_DATA_DIR)
|
src/temporal_data.py
ADDED
|
@@ -0,0 +1,865 @@
|
|
|
|
|
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|
| 1 |
+
"""
|
| 2 |
+
src/temporal_data.py
|
| 3 |
+
Phase 1: Data Ingestion and Standardization
|
| 4 |
+
"""
|
| 5 |
+
import pandas as pd
|
| 6 |
+
import numpy as np
|
| 7 |
+
import os
|
| 8 |
+
from sklearn.preprocessing import MultiLabelBinarizer
|
| 9 |
+
import pyarrow.parquet as pq
|
| 10 |
+
import argparse
|
| 11 |
+
import torch
|
| 12 |
+
import duckdb
|
| 13 |
+
import gc
|
| 14 |
+
try:
|
| 15 |
+
from torch_geometric.data import TemporalData
|
| 16 |
+
except ImportError:
|
| 17 |
+
print("[WARNING] torch_geometric not found. Phase 4 will fail without PyG installed.")
|
| 18 |
+
|
| 19 |
+
# --- CONFIGURATION PANEL ---
|
| 20 |
+
CONFIG = {
|
| 21 |
+
# 1. Base Directories
|
| 22 |
+
"DATA_DIR": "data",
|
| 23 |
+
"PROCESSED_DIR": "data/processed",
|
| 24 |
+
"EDGE_OUT_DIR": "data/processed/master_edges_parquet",
|
| 25 |
+
"PYG_OUT_DIR": "data/processed/pyg_graph",
|
| 26 |
+
|
| 27 |
+
# 2. Input File Paths (Relative to DATA_DIR)
|
| 28 |
+
"FILES": {
|
| 29 |
+
"trades": "cropped/ml_dataset_continuous.csv",
|
| 30 |
+
"lobbying": "processed/events_lobbying.csv",
|
| 31 |
+
"camp_fin": "processed/events_campaign_finance.csv",
|
| 32 |
+
"geo": "processed/events_geographical_industry.csv",
|
| 33 |
+
"company_sic": "cropped/company_sic_data.csv",
|
| 34 |
+
"committee": "cropped/committee_assignments.csv",
|
| 35 |
+
"sec_financials": "cropped/sec_quarterly_financials.csv"
|
| 36 |
+
},
|
| 37 |
+
|
| 38 |
+
# 3. Graph Assembly Toggles
|
| 39 |
+
"INCLUDE_EDGES": {
|
| 40 |
+
"trades": False,
|
| 41 |
+
"lobbying": True,
|
| 42 |
+
"camp_fin": True,
|
| 43 |
+
"geo": True
|
| 44 |
+
},
|
| 45 |
+
|
| 46 |
+
"START_DATE": "2021-01-01"
|
| 47 |
+
}
|
| 48 |
+
# ---------------------------
|
| 49 |
+
|
| 50 |
+
# --- Helper for Strict Schema Validation ---
|
| 51 |
+
def validate_columns(df: pd.DataFrame, required_columns: list, dataset_name: str):
|
| 52 |
+
"""Raises a clear ValueError if expected columns are missing."""
|
| 53 |
+
missing = [col for col in required_columns if col not in df.columns]
|
| 54 |
+
if missing:
|
| 55 |
+
raise ValueError(f"[{dataset_name}] Missing required columns: {missing}\n"
|
| 56 |
+
f"Available columns: {list(df.columns)}")
|
| 57 |
+
|
| 58 |
+
def load_and_standardize_events(data_dir="data"):
|
| 59 |
+
"""
|
| 60 |
+
PHASE 1: Load the four primary data sources and map them to a unified schema.
|
| 61 |
+
Returns standardized pandas DataFrames for each event type.
|
| 62 |
+
"""
|
| 63 |
+
print("==================================================")
|
| 64 |
+
print("PHASE 1: DATA INGESTION & STANDARDIZATION")
|
| 65 |
+
print("==================================================")
|
| 66 |
+
|
| 67 |
+
# ---------------------------------------------------------
|
| 68 |
+
# 1.1 TARGET EDGES (Trades)
|
| 69 |
+
# ---------------------------------------------------------
|
| 70 |
+
path_trades = os.path.join(CONFIG["DATA_DIR"], CONFIG["FILES"]["trades"])
|
| 71 |
+
print(f"Loading Trades from: {path_trades}")
|
| 72 |
+
df_trades = pd.read_csv(path_trades)
|
| 73 |
+
|
| 74 |
+
# 17 market features + 3 trade mechanics
|
| 75 |
+
market_features = [
|
| 76 |
+
'vol_20d', 'vol_60d', 'vol_120d', 'vol_252d', 'vol_of_vol_60d', 'vol_trend', 'idio_vol_60d',
|
| 77 |
+
'mom_60d', 'mom_252d', 'reversal_21d',
|
| 78 |
+
'beta_20d', 'beta_60d', 'downside_beta', 'excess_vol', 'max_dd_60d', 'skew_60d', 'sharpe_60d'
|
| 79 |
+
]
|
| 80 |
+
trade_features = ['Trade_Size_USD', 'Filing_Gap', 'Transaction'] # Transaction = Buy/Sell Ratio or is_buy
|
| 81 |
+
|
| 82 |
+
req_trade_cols = ['BioGuideID', 'Matched_Ticker', 'Filed'] + trade_features + market_features
|
| 83 |
+
validate_columns(df_trades, req_trade_cols, "Trades")
|
| 84 |
+
|
| 85 |
+
df_trades = df_trades.rename(columns={
|
| 86 |
+
'BioGuideID': 'src',
|
| 87 |
+
'Matched_Ticker': 'dst',
|
| 88 |
+
'Filed': 'time'
|
| 89 |
+
})
|
| 90 |
+
df_trades['event_type'] = 0
|
| 91 |
+
|
| 92 |
+
# Calculate Label: e.g., Top 25% 6M Excess Return = 1.
|
| 93 |
+
if 'Excess_Return_6M' in df_trades.columns:
|
| 94 |
+
threshold = df_trades['Excess_Return_6M'].quantile(0.75)
|
| 95 |
+
df_trades['y'] = (df_trades['Excess_Return_6M'] >= threshold).astype(int)
|
| 96 |
+
else:
|
| 97 |
+
print("[WARNING] 'Excess_Return_6M' not found. Setting dummy target 'y' = 0")
|
| 98 |
+
df_trades['y'] = 0
|
| 99 |
+
|
| 100 |
+
print(f" -> Trades loaded successfully. Shape: {df_trades.shape}")
|
| 101 |
+
|
| 102 |
+
# ---------------------------------------------------------
|
| 103 |
+
# 1.2 LOBBYING EVENTS
|
| 104 |
+
# ---------------------------------------------------------
|
| 105 |
+
if CONFIG["INCLUDE_EDGES"].get("lobbying", True):
|
| 106 |
+
path_lobbying = os.path.join(CONFIG["DATA_DIR"], CONFIG["FILES"]["lobbying"])
|
| 107 |
+
df_lobbying = pd.read_csv(path_lobbying)
|
| 108 |
+
|
| 109 |
+
path_lobbying = os.path.join(CONFIG["DATA_DIR"], CONFIG["FILES"]["lobbying"])
|
| 110 |
+
print(f"Loading Lobbying from: {path_lobbying}")
|
| 111 |
+
df_lobbying = pd.read_csv(path_lobbying)
|
| 112 |
+
|
| 113 |
+
# Depending on how it was saved, the time column might be 'estimated_filing_date' or 'date'
|
| 114 |
+
time_col_lobby = 'estimated_filing_date' if 'estimated_filing_date' in df_lobbying.columns else 'date'
|
| 115 |
+
|
| 116 |
+
validate_columns(df_lobbying, ['bioguide_id', 'ticker', time_col_lobby, 'event_type'], "Lobbying")
|
| 117 |
+
|
| 118 |
+
df_lobbying = df_lobbying.rename(columns={
|
| 119 |
+
'bioguide_id': 'src',
|
| 120 |
+
'ticker': 'dst',
|
| 121 |
+
time_col_lobby: 'time'
|
| 122 |
+
})
|
| 123 |
+
|
| 124 |
+
# Extract structural flags
|
| 125 |
+
df_lobbying['is_sponsorship'] = (df_lobbying['event_type'] == 'LOBBY_STRONG').astype(float)
|
| 126 |
+
df_lobbying['voted_yea'] = (df_lobbying['event_type'] == 'LOBBY_WEAK').astype(float)
|
| 127 |
+
df_lobbying['event_type'] = 1 # Override with integer event code
|
| 128 |
+
|
| 129 |
+
print(f" -> Lobbying loaded successfully. Shape: {df_lobbying.shape}")
|
| 130 |
+
|
| 131 |
+
else:
|
| 132 |
+
print(" -> [CONFIG] Skipping Lobbying edges...")
|
| 133 |
+
df_lobbying = pd.DataFrame()
|
| 134 |
+
|
| 135 |
+
# ---------------------------------------------------------
|
| 136 |
+
# 1.3 CAMPAIGN FINANCE EVENTS
|
| 137 |
+
# ---------------------------------------------------------
|
| 138 |
+
# ---------------------------------------------------------
|
| 139 |
+
if CONFIG["INCLUDE_EDGES"].get("camp_fin", True):
|
| 140 |
+
path_camp_fin = os.path.join(CONFIG["DATA_DIR"], CONFIG["FILES"]["camp_fin"])
|
| 141 |
+
df_camp_fin = pd.read_csv(path_camp_fin)
|
| 142 |
+
|
| 143 |
+
time_col_cf = 'estimated_filing_date' if 'estimated_filing_date' in df_camp_fin.columns else 'date'
|
| 144 |
+
validate_columns(df_camp_fin, ['bioguide_id', 'industry_code', time_col_cf, 'weight'], "Campaign Finance")
|
| 145 |
+
|
| 146 |
+
df_camp_fin = df_camp_fin.rename(columns={
|
| 147 |
+
'bioguide_id': 'src',
|
| 148 |
+
'industry_code': 'dst_temp', # Needs broadcasting
|
| 149 |
+
time_col_cf: 'time',
|
| 150 |
+
'weight': 'Fin_Amt' # Assuming donation amount
|
| 151 |
+
})
|
| 152 |
+
df_camp_fin['event_type'] = 2
|
| 153 |
+
|
| 154 |
+
print(f" -> Campaign Finance loaded successfully. Shape: {df_camp_fin.shape}")
|
| 155 |
+
|
| 156 |
+
else:
|
| 157 |
+
print(" -> [CONFIG] Skipping Campaign Finance edges...")
|
| 158 |
+
df_camp_fin = pd.DataFrame()
|
| 159 |
+
|
| 160 |
+
# 1.4 GEO-INDUSTRIAL EDGES
|
| 161 |
+
# ---------------------------------------------------------
|
| 162 |
+
if CONFIG["INCLUDE_EDGES"].get("geo", True):
|
| 163 |
+
path_geo = os.path.join(CONFIG["DATA_DIR"], CONFIG["FILES"]["geo"])
|
| 164 |
+
df_geo = pd.read_csv(path_geo)
|
| 165 |
+
|
| 166 |
+
validate_columns(df_geo, ['bioguide_id', 'sic_code', 'release_date', 'establishments', 'employment', 'annual_payroll'], "Geo-Industrial")
|
| 167 |
+
|
| 168 |
+
df_geo = df_geo.rename(columns={
|
| 169 |
+
'bioguide_id': 'src',
|
| 170 |
+
'sic_code': 'dst_temp', # Needs broadcasting
|
| 171 |
+
'release_date': 'time'
|
| 172 |
+
})
|
| 173 |
+
|
| 174 |
+
# Normalizing economic weight (log-scaling as per Appendix B.2.3)
|
| 175 |
+
df_geo['Geo_Weight'] = np.log1p(df_geo['employment'].fillna(0))
|
| 176 |
+
df_geo['event_type'] = 3
|
| 177 |
+
|
| 178 |
+
print(f" -> Geo-Industrial loaded successfully. Shape: {df_geo.shape}")
|
| 179 |
+
|
| 180 |
+
else:
|
| 181 |
+
print(" -> [CONFIG] Skipping Geo-Industrial edges...")
|
| 182 |
+
df_geo = pd.DataFrame()
|
| 183 |
+
|
| 184 |
+
# ---------------------------------------------------------
|
| 185 |
+
# 1.5 LOAD DICTIONARIES FOR BROADCASTING (Phase 2 Prep)
|
| 186 |
+
# ---------------------------------------------------------
|
| 187 |
+
print("Loading Crosswalk Dictionaries...")
|
| 188 |
+
path_cw_2012 = os.path.join(data_dir, "cropped", "industry_codes_NAICS", "2012-NAICS-to-SIC-crosswalk.csv")
|
| 189 |
+
path_cw_2017 = os.path.join(data_dir, "cropped", "industry_codes_NAICS", "2017-NAICS-to-SIC-crosswalk.csv")
|
| 190 |
+
path_cw_cat = os.path.join(data_dir, "cropped", "industry_codes_NAICS", "2013-CAT_to_SIC_to_NAICS_mappings.csv")
|
| 191 |
+
|
| 192 |
+
cw_2012 = pd.read_csv(path_cw_2012)
|
| 193 |
+
cw_2017 = pd.read_csv(path_cw_2017)
|
| 194 |
+
cw_cat = pd.read_csv(path_cw_cat)
|
| 195 |
+
|
| 196 |
+
validate_columns(cw_cat, ['OpenSecretsCatcode', 'SICcode'], "CAT to SIC Crosswalk")
|
| 197 |
+
print(" -> All Data and Crosswalks successfully ingested.")
|
| 198 |
+
print("==================================================\n")
|
| 199 |
+
|
| 200 |
+
return df_trades, df_lobbying, df_camp_fin, df_geo, cw_2012, cw_2017, cw_cat
|
| 201 |
+
|
| 202 |
+
def broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat, data_dir="data"):
|
| 203 |
+
"""
|
| 204 |
+
PHASE 2: Memory-Optimized Sector Broadcasting & Tensor Alignment
|
| 205 |
+
"""
|
| 206 |
+
print("==================================================")
|
| 207 |
+
print("PHASE 2: OPTIMIZED BROADCASTING & ALIGNMENT")
|
| 208 |
+
print("==================================================")
|
| 209 |
+
|
| 210 |
+
# 1. Load and Clean Company SIC Master List
|
| 211 |
+
path_company_sic = os.path.join(data_dir, "cropped", "company_sic_data.csv")
|
| 212 |
+
df_comp_sic = pd.read_csv(path_company_sic)
|
| 213 |
+
df_comp_sic = df_comp_sic.drop_duplicates(subset=['ticker', 'sic'])
|
| 214 |
+
df_comp_sic['sic'] = df_comp_sic['sic'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip().str.zfill(4)
|
| 215 |
+
|
| 216 |
+
# 2. Fix Campaign Finance Mapping (Clean CAT/SIC strings)
|
| 217 |
+
df_camp_fin['dst_temp'] = df_camp_fin['dst_temp'].astype(str).str.strip().str.upper()
|
| 218 |
+
cw_cat['OpenSecretsCatcode'] = cw_cat['OpenSecretsCatcode'].astype(str).str.strip().str.upper()
|
| 219 |
+
cw_cat['SICcode'] = cw_cat['SICcode'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip().str.zfill(4)
|
| 220 |
+
|
| 221 |
+
# ---------------------------------------------------------
|
| 222 |
+
# 2.1 THE "BROADCAST" MECHANISM
|
| 223 |
+
# ---------------------------------------------------------
|
| 224 |
+
print("Broadcasting Geo-Industrial edges...")
|
| 225 |
+
df_geo['dst_temp'] = df_geo['dst_temp'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip().str.zfill(4)
|
| 226 |
+
df_geo = df_geo.merge(df_comp_sic[['sic', 'ticker']], left_on='dst_temp', right_on='sic', how='inner')
|
| 227 |
+
df_geo = df_geo.rename(columns={'ticker': 'dst'}).drop(columns=['dst_temp', 'sic'])
|
| 228 |
+
|
| 229 |
+
print("Broadcasting Campaign Finance edges...")
|
| 230 |
+
df_camp_fin = df_camp_fin.merge(cw_cat[['OpenSecretsCatcode', 'SICcode']],
|
| 231 |
+
left_on='dst_temp', right_on='OpenSecretsCatcode', how='inner')
|
| 232 |
+
df_camp_fin = df_camp_fin.merge(df_comp_sic[['sic', 'ticker']],
|
| 233 |
+
left_on='SICcode', right_on='sic', how='inner')
|
| 234 |
+
df_camp_fin = df_camp_fin.rename(columns={'ticker': 'dst'}).drop(columns=['dst_temp', 'OpenSecretsCatcode', 'SICcode', 'sic'])
|
| 235 |
+
|
| 236 |
+
print(f" -> Geo edges: {len(df_geo)} | Fin edges: {len(df_camp_fin)}")
|
| 237 |
+
|
| 238 |
+
# ---------------------------------------------------------
|
| 239 |
+
# 2.2 UNIFIED EDGE ATTRIBUTE TENSOR (msg)
|
| 240 |
+
# ---------------------------------------------------------
|
| 241 |
+
# RESTORED: Map categorical Trade variables to numeric BEFORE downcasting
|
| 242 |
+
print("Mapping categorical Trade variables to numeric...")
|
| 243 |
+
if df_trades['Transaction'].dtype == object:
|
| 244 |
+
df_trades['Transaction'] = df_trades['Transaction'].astype(str).str.lower().apply(
|
| 245 |
+
lambda x: 1.0 if 'purchase' in x or 'buy' in x else 0.0
|
| 246 |
+
)
|
| 247 |
+
|
| 248 |
+
size_map = {
|
| 249 |
+
'$1,001 - $15,000': 1.0,
|
| 250 |
+
'$15,001 - $50,000': 2.0,
|
| 251 |
+
'$50,001 - $100,000': 3.0,
|
| 252 |
+
'$100,001 - $250,000': 4.0,
|
| 253 |
+
'$250,001 - $500,000': 5.0,
|
| 254 |
+
'$500,001 - $1,000,000': 6.0,
|
| 255 |
+
'$1,000,001 - $5,000,000': 7.0,
|
| 256 |
+
'$5,000,001 - $25,000,000': 8.0,
|
| 257 |
+
'$25,000,001 - $50,000,000': 9.0,
|
| 258 |
+
'Over $50,000,000': 10.0
|
| 259 |
+
}
|
| 260 |
+
if df_trades['Trade_Size_USD'].dtype == object:
|
| 261 |
+
df_trades['Trade_Size_USD'] = df_trades['Trade_Size_USD'].map(size_map).fillna(0.0)
|
| 262 |
+
|
| 263 |
+
market_features = [
|
| 264 |
+
'vol_20d', 'vol_60d', 'vol_120d', 'vol_252d', 'vol_of_vol_60d', 'vol_trend', 'idio_vol_60d',
|
| 265 |
+
'mom_60d', 'mom_252d', 'reversal_21d',
|
| 266 |
+
'beta_20d', 'beta_60d', 'downside_beta', 'excess_vol', 'max_dd_60d', 'skew_60d', 'sharpe_60d'
|
| 267 |
+
]
|
| 268 |
+
all_msg_cols = ['Trade_Size_USD', 'Filing_Gap', 'Transaction', 'is_sponsorship', 'voted_yea', 'Fin_Amt', 'Geo_Weight'] + market_features
|
| 269 |
+
|
| 270 |
+
def align_schema(df):
|
| 271 |
+
# Broadcast scalar directly to bypass pandas array-copying overhead
|
| 272 |
+
for col in all_msg_cols:
|
| 273 |
+
if col not in df.columns:
|
| 274 |
+
df[col] = np.float32(0.0)
|
| 275 |
+
elif df[col].dtype != 'float32':
|
| 276 |
+
# Convert existing columns to float32
|
| 277 |
+
df[col] = df[col].astype('float32')
|
| 278 |
+
return df
|
| 279 |
+
|
| 280 |
+
print("Aligning D=24 schemas and downcasting to float32...")
|
| 281 |
+
df_trades = align_schema(df_trades)
|
| 282 |
+
|
| 283 |
+
# 2. Fix the missing target label ('y') for structural edges
|
| 284 |
+
df_lobbying['y'] = -1
|
| 285 |
+
df_camp_fin['y'] = -1
|
| 286 |
+
df_geo['y'] = -1
|
| 287 |
+
if 'y' not in df_trades.columns:
|
| 288 |
+
df_trades['y'] = -1
|
| 289 |
+
|
| 290 |
+
df_lobbying['y'] = -1
|
| 291 |
+
df_camp_fin['y'] = -1
|
| 292 |
+
df_geo['y'] = -1
|
| 293 |
+
if 'y' not in df_trades.columns:
|
| 294 |
+
df_trades['y'] = -1
|
| 295 |
+
|
| 296 |
+
# ---------------------------------------------------------
|
| 297 |
+
# 3. OUT-OF-CORE ALIGNMENT & PARQUET WRITING
|
| 298 |
+
# ---------------------------------------------------------
|
| 299 |
+
import gc
|
| 300 |
+
import pyarrow as pa
|
| 301 |
+
import pyarrow.parquet as pq
|
| 302 |
+
|
| 303 |
+
output_dir = CONFIG["EDGE_OUT_DIR"]
|
| 304 |
+
os.makedirs(output_dir, exist_ok=True)
|
| 305 |
+
print(f"Writing chunks directly to Parquet at: {output_dir}")
|
| 306 |
+
|
| 307 |
+
base_cols = ['src', 'dst', 'time', 'event_type', 'y']
|
| 308 |
+
|
| 309 |
+
# Load unpadded, "skinny" dataframes into the queue
|
| 310 |
+
datasets = [
|
| 311 |
+
("trades", df_trades),
|
| 312 |
+
("lobbying", df_lobbying),
|
| 313 |
+
("camp_fin", df_camp_fin),
|
| 314 |
+
("geo", df_geo)
|
| 315 |
+
]
|
| 316 |
+
|
| 317 |
+
# Destroy the loose global references immediately
|
| 318 |
+
del df_trades, df_lobbying, df_camp_fin, df_geo
|
| 319 |
+
gc.collect()
|
| 320 |
+
|
| 321 |
+
# Process 5 million rows at a time (~480 MB per chunk, extremely safe for RAM)
|
| 322 |
+
chunk_size = 5_000_000
|
| 323 |
+
|
| 324 |
+
for i in range(len(datasets)):
|
| 325 |
+
name, df_full = datasets[i]
|
| 326 |
+
|
| 327 |
+
out_path = os.path.join(output_dir, f"edges_{name}.parquet")
|
| 328 |
+
writer = None
|
| 329 |
+
|
| 330 |
+
# 1. Slice, format, pad, and append in chunks
|
| 331 |
+
for start in range(0, len(df_full), chunk_size):
|
| 332 |
+
end = min(start + chunk_size, len(df_full))
|
| 333 |
+
df_chunk = df_full.iloc[start:end].copy()
|
| 334 |
+
|
| 335 |
+
# --- MOVED INSIDE THE CHUNK LOOP ---
|
| 336 |
+
# Convert to datetime and sort LOCALLY in this 5M row chunk
|
| 337 |
+
df_chunk['time'] = pd.to_datetime(df_chunk['time'])
|
| 338 |
+
df_chunk = df_chunk.sort_values(by='time').reset_index(drop=True)
|
| 339 |
+
# -----------------------------------
|
| 340 |
+
|
| 341 |
+
# Apply schema alignment locally to this small chunk
|
| 342 |
+
for col in all_msg_cols:
|
| 343 |
+
if col not in df_chunk.columns:
|
| 344 |
+
df_chunk[col] = np.float32(0.0)
|
| 345 |
+
else:
|
| 346 |
+
df_chunk[col] = df_chunk[col].astype('float32')
|
| 347 |
+
|
| 348 |
+
# Filter down to base + msg cols
|
| 349 |
+
df_chunk = df_chunk[base_cols + all_msg_cols]
|
| 350 |
+
|
| 351 |
+
# Append to Parquet file
|
| 352 |
+
table = pa.Table.from_pandas(df_chunk)
|
| 353 |
+
if writer is None:
|
| 354 |
+
# Initialize the writer with the schema of the first padded chunk
|
| 355 |
+
writer = pq.ParquetWriter(out_path, table.schema)
|
| 356 |
+
writer.write_table(table)
|
| 357 |
+
|
| 358 |
+
# Destroy the padded chunk to free RAM
|
| 359 |
+
del df_chunk
|
| 360 |
+
gc.collect()
|
| 361 |
+
|
| 362 |
+
if writer:
|
| 363 |
+
writer.close()
|
| 364 |
+
|
| 365 |
+
print(f" -> Saved {name} ({len(df_full)} rows) to {out_path}")
|
| 366 |
+
|
| 367 |
+
# 2. Destroy the reference to the full dataset before loading the next one
|
| 368 |
+
datasets[i] = None
|
| 369 |
+
del df_full
|
| 370 |
+
gc.collect()
|
| 371 |
+
|
| 372 |
+
print(" -> Master Edge Parquet chunks successfully written.")
|
| 373 |
+
print("==================================================\n")
|
| 374 |
+
|
| 375 |
+
return output_dir, all_msg_cols
|
| 376 |
+
|
| 377 |
+
# ==========================================
|
| 378 |
+
# PHASE 3: NODE FEATURE EXTRACTION
|
| 379 |
+
# ==========================================
|
| 380 |
+
|
| 381 |
+
SEC_FACTS = [
|
| 382 |
+
"NetIncomeLoss", "StockholdersEquity", "EarningsPerShareBasic",
|
| 383 |
+
"EarningsPerShareDiluted", "IncomeTaxExpenseBenefit",
|
| 384 |
+
"CashAndCashEquivalentsAtCarryingValue", "WeightedAverageNumberOfSharesOutstandingBasic",
|
| 385 |
+
"OperatingIncomeLoss", "WeightedAverageNumberOfDilutedSharesOutstanding",
|
| 386 |
+
"Assets", "LiabilitiesAndStockholdersEquity", "InterestExpense",
|
| 387 |
+
"RetainedEarningsAccumulatedDeficit", "NetCashProvidedByUsedInOperatingActivities",
|
| 388 |
+
"NetCashProvidedByUsedInFinancingActivities", "NetCashProvidedByUsedInInvestingActivities",
|
| 389 |
+
"Liabilities", "CommonStockValue", "AccumulatedOtherComprehensiveIncomeLossNetOfTax",
|
| 390 |
+
"PropertyPlantAndEquipmentNet", "Revenues", "AssetsCurrent",
|
| 391 |
+
"LiabilitiesCurrent", "OperatingExpenses", "GrossProfit",
|
| 392 |
+
"PaymentsToAcquirePropertyPlantAndEquipment", "Goodwill",
|
| 393 |
+
"AmortizationOfIntangibleAssets", "SellingGeneralAndAdministrativeExpense",
|
| 394 |
+
"AccountsPayableCurrent", "CommonStockDividendsPerShareDeclared",
|
| 395 |
+
"NonoperatingIncomeExpense", "OtherAssetsNoncurrent",
|
| 396 |
+
"AdditionalPaidInCapital", "AccountsReceivableNetCurrent",
|
| 397 |
+
"ResearchAndDevelopmentExpense"
|
| 398 |
+
]
|
| 399 |
+
|
| 400 |
+
def map_sic_to_division(sic_code):
|
| 401 |
+
"""Maps a 4-digit SIC code to its 10 parent divisions (0-9)."""
|
| 402 |
+
try:
|
| 403 |
+
sic = int(sic_code)
|
| 404 |
+
if sic < 1000: return 0 # Agriculture
|
| 405 |
+
elif sic < 1500: return 1 # Mining
|
| 406 |
+
elif sic < 1800: return 2 # Construction
|
| 407 |
+
elif sic < 4000: return 3 # Manufacturing
|
| 408 |
+
elif sic < 5000: return 4 # Transportation/Utilities
|
| 409 |
+
elif sic < 5200: return 5 # Wholesale Trade
|
| 410 |
+
elif sic < 6000: return 6 # Retail Trade
|
| 411 |
+
elif sic < 6800: return 7 # Finance, Insurance, RE
|
| 412 |
+
elif sic < 9000: return 8 # Services
|
| 413 |
+
else: return 9 # Public Admin
|
| 414 |
+
except:
|
| 415 |
+
return 9
|
| 416 |
+
|
| 417 |
+
def process_node_features(data_dir="data/", processed_dir="data/processed/"):
|
| 418 |
+
"""
|
| 419 |
+
Phase 3: Generate and save temporally aligned node features for politicians and companies.
|
| 420 |
+
"""
|
| 421 |
+
pol_parquet_path = os.path.join(processed_dir, "politician_features.parquet")
|
| 422 |
+
comp_parquet_path = os.path.join(processed_dir, "company_features.parquet")
|
| 423 |
+
|
| 424 |
+
if os.path.exists(pol_parquet_path) and os.path.exists(comp_parquet_path):
|
| 425 |
+
print(" -> Found existing node feature parquets. Skipping Phase 3 generation...")
|
| 426 |
+
return pol_parquet_path, comp_parquet_path
|
| 427 |
+
|
| 428 |
+
print("==================================================")
|
| 429 |
+
print("PHASE 3: NODE FEATURE EXTRACTION")
|
| 430 |
+
print("==================================================")
|
| 431 |
+
|
| 432 |
+
# --- Politician Snapshots (x_src) ---
|
| 433 |
+
print(" -> Processing Politician Features...")
|
| 434 |
+
df_com = pd.read_csv(os.path.join(data_dir, "cropped/committee_assignments.csv"))
|
| 435 |
+
df_com['Committees'] = df_com['Committees'].fillna('').astype(str).str.split(r';\s*')
|
| 436 |
+
|
| 437 |
+
mlb = MultiLabelBinarizer()
|
| 438 |
+
encoded_com = mlb.fit_transform(df_com['Committees'])
|
| 439 |
+
df_com_encoded = pd.DataFrame(encoded_com, columns=[f"Com_{c}" for c in mlb.classes_])
|
| 440 |
+
df_pol = pd.concat([df_com.drop('Committees', axis=1), df_com_encoded], axis=1)
|
| 441 |
+
|
| 442 |
+
# --- Company Snapshots (x_dst) ---
|
| 443 |
+
print(" -> Processing Company Features (SEC & SIC)...")
|
| 444 |
+
df_sec = pd.read_csv(os.path.join(data_dir, "cropped/sec_quarterly_financials.csv"))
|
| 445 |
+
df_sec['FiledDate'] = pd.to_datetime(df_sec['FiledDate'])
|
| 446 |
+
|
| 447 |
+
df_sec = df_sec[df_sec['Fact'].isin(SEC_FACTS)]
|
| 448 |
+
df_sec = df_sec.drop_duplicates(subset=['Ticker', 'FiledDate', 'Fact'], keep='last')
|
| 449 |
+
|
| 450 |
+
df_comp = df_sec.pivot(index=['Ticker', 'FiledDate'], columns='Fact', values='Value').reset_index()
|
| 451 |
+
for fact in SEC_FACTS:
|
| 452 |
+
if fact not in df_comp.columns:
|
| 453 |
+
df_comp[fact] = np.nan
|
| 454 |
+
|
| 455 |
+
df_comp = df_comp[['Ticker', 'FiledDate'] + SEC_FACTS].sort_values(['Ticker', 'FiledDate'])
|
| 456 |
+
df_comp = df_comp.groupby('Ticker').ffill().fillna(0.0)
|
| 457 |
+
|
| 458 |
+
for col in SEC_FACTS:
|
| 459 |
+
df_comp[col] = np.sign(df_comp[col]) * np.log1p(np.abs(df_comp[col]))
|
| 460 |
+
|
| 461 |
+
df_sic = pd.read_csv(os.path.join(data_dir, "cropped/company_sic_data.csv"))
|
| 462 |
+
df_sic['sic_division'] = df_sic['sic'].apply(map_sic_to_division)
|
| 463 |
+
sic_dummies = pd.get_dummies(df_sic['sic_division'], prefix='SIC_Div')
|
| 464 |
+
|
| 465 |
+
for i in range(10):
|
| 466 |
+
if f'SIC_Div_{i}' not in sic_dummies.columns:
|
| 467 |
+
sic_dummies[f'SIC_Div_{i}'] = 0
|
| 468 |
+
|
| 469 |
+
df_sic = pd.concat([df_sic[['ticker']], sic_dummies[[f'SIC_Div_{i}' for i in range(10)]].astype(np.float32)], axis=1)
|
| 470 |
+
df_sic = df_sic.rename(columns={'ticker': 'Ticker'})
|
| 471 |
+
|
| 472 |
+
df_comp = df_comp.merge(df_sic, on='Ticker', how='left')
|
| 473 |
+
sic_cols = [f'SIC_Div_{i}' for i in range(10)]
|
| 474 |
+
df_comp[sic_cols] = df_comp[sic_cols].fillna(0.0)
|
| 475 |
+
|
| 476 |
+
print(" -> Saving Phase 3 Parquets...")
|
| 477 |
+
df_pol.to_parquet(pol_parquet_path)
|
| 478 |
+
df_comp.to_parquet(comp_parquet_path)
|
| 479 |
+
|
| 480 |
+
return pol_parquet_path, comp_parquet_path
|
| 481 |
+
|
| 482 |
+
# ==========================================
|
| 483 |
+
# PHASE 3: NODE FEATURE EXTRACTION
|
| 484 |
+
# ==========================================
|
| 485 |
+
|
| 486 |
+
SEC_FACTS = [
|
| 487 |
+
"NetIncomeLoss", "StockholdersEquity", "EarningsPerShareBasic",
|
| 488 |
+
"EarningsPerShareDiluted", "IncomeTaxExpenseBenefit",
|
| 489 |
+
"CashAndCashEquivalentsAtCarryingValue", "WeightedAverageNumberOfSharesOutstandingBasic",
|
| 490 |
+
"OperatingIncomeLoss", "WeightedAverageNumberOfDilutedSharesOutstanding",
|
| 491 |
+
"Assets", "LiabilitiesAndStockholdersEquity", "InterestExpense",
|
| 492 |
+
"RetainedEarningsAccumulatedDeficit", "NetCashProvidedByUsedInOperatingActivities",
|
| 493 |
+
"NetCashProvidedByUsedInFinancingActivities", "NetCashProvidedByUsedInInvestingActivities",
|
| 494 |
+
"Liabilities", "CommonStockValue", "AccumulatedOtherComprehensiveIncomeLossNetOfTax",
|
| 495 |
+
"PropertyPlantAndEquipmentNet", "Revenues", "AssetsCurrent",
|
| 496 |
+
"LiabilitiesCurrent", "OperatingExpenses", "GrossProfit",
|
| 497 |
+
"PaymentsToAcquirePropertyPlantAndEquipment", "Goodwill",
|
| 498 |
+
"AmortizationOfIntangibleAssets", "SellingGeneralAndAdministrativeExpense",
|
| 499 |
+
"AccountsPayableCurrent", "CommonStockDividendsPerShareDeclared",
|
| 500 |
+
"NonoperatingIncomeExpense", "OtherAssetsNoncurrent",
|
| 501 |
+
"AdditionalPaidInCapital", "AccountsReceivableNetCurrent",
|
| 502 |
+
"ResearchAndDevelopmentExpense"
|
| 503 |
+
]
|
| 504 |
+
|
| 505 |
+
def map_sic_to_division(sic_code):
|
| 506 |
+
"""Maps a 4-digit SIC code to its 10 parent divisions (0-9)."""
|
| 507 |
+
try:
|
| 508 |
+
sic = int(sic_code)
|
| 509 |
+
if sic < 1000: return 0 # Agriculture
|
| 510 |
+
elif sic < 1500: return 1 # Mining
|
| 511 |
+
elif sic < 1800: return 2 # Construction
|
| 512 |
+
elif sic < 4000: return 3 # Manufacturing
|
| 513 |
+
elif sic < 5000: return 4 # Transportation/Utilities
|
| 514 |
+
elif sic < 5200: return 5 # Wholesale Trade
|
| 515 |
+
elif sic < 6000: return 6 # Retail Trade
|
| 516 |
+
elif sic < 6800: return 7 # Finance, Insurance, RE
|
| 517 |
+
elif sic < 9000: return 8 # Services
|
| 518 |
+
else: return 9 # Public Admin
|
| 519 |
+
except:
|
| 520 |
+
return 9
|
| 521 |
+
|
| 522 |
+
# --- Constants & Configurations ---
|
| 523 |
+
CBP_RELEASE_DATES = {
|
| 524 |
+
2023: "2025-06-26", 2022: "2024-06-27", 2021: "2023-04-20",
|
| 525 |
+
2020: "2022-04-28", 2019: "2021-04-22", 2018: "2020-06-25",
|
| 526 |
+
2017: "2019-11-21", 2016: "2018-04-19", 2015: "2017-04-20",
|
| 527 |
+
2014: "2016-04-24", 2013: "2015-04-23", 2012: "2014-05-29",
|
| 528 |
+
2011: "2013-04-30", 2010: "2012-06-26"
|
| 529 |
+
}
|
| 530 |
+
|
| 531 |
+
STATE_ABBREV = {
|
| 532 |
+
'Alabama': 'AL', 'Alaska': 'AK', 'Arizona': 'AZ', 'Arkansas': 'AR', 'California': 'CA',
|
| 533 |
+
'Colorado': 'CO', 'Connecticut': 'CT', 'Delaware': 'DE', 'Florida': 'FL', 'Georgia': 'GA',
|
| 534 |
+
'Hawaii': 'HI', 'Idaho': 'ID', 'Illinois': 'IL', 'Indiana': 'IN', 'Iowa': 'IA',
|
| 535 |
+
'Kansas': 'KS', 'Kentucky': 'KY', 'Louisiana': 'LA', 'Maine': 'ME', 'Maryland': 'MD',
|
| 536 |
+
'Massachusetts': 'MA', 'Michigan': 'MI', 'Minnesota': 'MN', 'Mississippi': 'MS',
|
| 537 |
+
'Missouri': 'MO', 'Montana': 'MT', 'Nebraska': 'NE', 'Nevada': 'NV', 'New Hampshire': 'NH',
|
| 538 |
+
'New Jersey': 'NJ', 'New Mexico': 'NM', 'New York': 'NY', 'North Carolina': 'NC',
|
| 539 |
+
'North Dakota': 'ND', 'Ohio': 'OH', 'Oklahoma': 'OK', 'Oregon': 'OR', 'Pennsylvania': 'PA',
|
| 540 |
+
'Rhode Island': 'RI', 'South Carolina': 'SC', 'South Dakota': 'SD', 'Tennessee': 'TN',
|
| 541 |
+
'Texas': 'TX', 'Utah': 'UT', 'Vermont': 'VT', 'Virginia': 'VA', 'Washington': 'WA',
|
| 542 |
+
'West Virginia': 'WV', 'Wisconsin': 'WI', 'Wyoming': 'WY', 'District of Columbia': 'DC'
|
| 543 |
+
}
|
| 544 |
+
|
| 545 |
+
# (Keep SEC_FACTS list and map_sic_to_division helper exactly as you had them)
|
| 546 |
+
|
| 547 |
+
def process_node_features(data_dir="data/", processed_dir="data/processed/"):
|
| 548 |
+
"""Phase 3: Generate and save standardized node features."""
|
| 549 |
+
import re
|
| 550 |
+
pol_path = os.path.join(processed_dir, "politician_features.parquet")
|
| 551 |
+
comp_path = os.path.join(processed_dir, "company_features.parquet")
|
| 552 |
+
cbp_out_path = os.path.join(processed_dir, "district_economics_cbp.parquet")
|
| 553 |
+
|
| 554 |
+
if all(os.path.exists(p) for p in [pol_path, comp_path, cbp_out_path]):
|
| 555 |
+
print(" -> Found all node feature parquets. Skipping Phase 3...")
|
| 556 |
+
return pol_path, comp_path
|
| 557 |
+
|
| 558 |
+
print("==================================================")
|
| 559 |
+
print("PHASE 3: NODE FEATURE EXTRACTION")
|
| 560 |
+
print("==================================================")
|
| 561 |
+
|
| 562 |
+
# --- 1. POLITICIAN STATIC (Committees & Party) ---
|
| 563 |
+
print(" -> Processing Politician Static Features...")
|
| 564 |
+
df_com = pd.read_csv(os.path.join(data_dir, "cropped/committee_assignments.csv"))
|
| 565 |
+
df_com['Committees'] = df_com['Committees'].fillna('').astype(str).str.split(r';\s*')
|
| 566 |
+
mlb = MultiLabelBinarizer()
|
| 567 |
+
encoded_com = mlb.fit_transform(df_com['Committees'])
|
| 568 |
+
df_pol_static = pd.concat([df_com.drop('Committees', axis=1),
|
| 569 |
+
pd.DataFrame(encoded_com, columns=[f"Com_{c}" for c in mlb.classes_])], axis=1)
|
| 570 |
+
df_pol_static['District_Num'] = df_pol_static['District'].astype(str).str.extract(r'(\d+)').fillna('0')
|
| 571 |
+
|
| 572 |
+
# --- 2. DISTRICT ECONOMICS (NAICS Schema-Agnostic) ---
|
| 573 |
+
print(" -> Processing CBP District Economics (Handling 2012/2017 NAICS Schema)...")
|
| 574 |
+
cbp_dir = os.path.join(data_dir, "cropped/district_industries")
|
| 575 |
+
cbp_dfs = []
|
| 576 |
+
|
| 577 |
+
# Nested helper to parse "Congressional District 1 (119th Congress), Alabama"
|
| 578 |
+
def _parse_geo(name):
|
| 579 |
+
try:
|
| 580 |
+
match = re.search(r'(?:District\s|at Large)(\d+)?.*?,\s*(.*)', str(name))
|
| 581 |
+
if match:
|
| 582 |
+
dist = match.group(1) if match.group(1) else '0'
|
| 583 |
+
state = STATE_ABBREV.get(match.group(2).strip(), 'XX')
|
| 584 |
+
return state, str(int(dist))
|
| 585 |
+
except: pass
|
| 586 |
+
return "XX", "-1"
|
| 587 |
+
|
| 588 |
+
for year, release_date in CBP_RELEASE_DATES.items():
|
| 589 |
+
file_name = f"{year}_CB_estimates.csv" if year <= 2012 else f"{year}_CB_esurvey.csv"
|
| 590 |
+
file_path = os.path.join(cbp_dir, file_name)
|
| 591 |
+
if not os.path.exists(file_path): continue
|
| 592 |
+
|
| 593 |
+
df_year = pd.read_csv(file_path, low_memory=False)
|
| 594 |
+
df_year.columns = [c.split('(')[-1].replace(')', '').strip() if '(' in c else c for c in df_year.columns]
|
| 595 |
+
|
| 596 |
+
# Dynamically grabs NAICS2012 or NAICS2017
|
| 597 |
+
naics_col = next((c for c in df_year.columns if 'NAICS' in c), None)
|
| 598 |
+
if not naics_col: continue
|
| 599 |
+
|
| 600 |
+
df_year = df_year[['NAME', naics_col, 'EMP']].copy()
|
| 601 |
+
df_year.rename(columns={naics_col: 'Sector_Raw'}, inplace=True)
|
| 602 |
+
df_year['EMP'] = pd.to_numeric(df_year['EMP'], errors='coerce').fillna(0)
|
| 603 |
+
df_year['ReleaseDate'] = pd.to_datetime(release_date)
|
| 604 |
+
|
| 605 |
+
# Explicitly call the nested _parse_geo function
|
| 606 |
+
df_year[['State', 'District']] = pd.DataFrame(df_year['NAME'].apply(_parse_geo).tolist(), index=df_year.index)
|
| 607 |
+
df_year['Sector'] = df_year['Sector_Raw'].astype(str).str[:2]
|
| 608 |
+
cbp_dfs.append(df_year)
|
| 609 |
+
|
| 610 |
+
if cbp_dfs:
|
| 611 |
+
df_cbp = pd.concat(cbp_dfs, ignore_index=True)
|
| 612 |
+
df_cbp_pivot = df_cbp.pivot_table(index=['State', 'District', 'ReleaseDate'],
|
| 613 |
+
columns='Sector', values='EMP', aggfunc='sum').reset_index()
|
| 614 |
+
|
| 615 |
+
# Forward fill 24-dim economics vector
|
| 616 |
+
df_cbp_pivot = df_cbp_pivot.sort_values(['State', 'District', 'ReleaseDate'])
|
| 617 |
+
sector_cols = [c for c in df_cbp_pivot.columns if c not in ['State', 'District', 'ReleaseDate']]
|
| 618 |
+
|
| 619 |
+
# Prefix the NAICS columns for clarity
|
| 620 |
+
df_cbp_pivot.rename(columns={c: f"NAICS_EMP_{c}" for c in sector_cols}, inplace=True)
|
| 621 |
+
naics_prefixed = [f"NAICS_EMP_{c}" for c in sector_cols]
|
| 622 |
+
|
| 623 |
+
df_cbp_pivot[naics_prefixed] = df_cbp_pivot.groupby(['State', 'District'])[naics_prefixed].ffill().fillna(0.0)
|
| 624 |
+
|
| 625 |
+
df_cbp_pivot.to_parquet(cbp_out_path)
|
| 626 |
+
print(f" -> Saved District Economics (Dims: {len(naics_prefixed)})")
|
| 627 |
+
|
| 628 |
+
# --- 3. COMPANY SNAPSHOTS (SEC & SIC) ---
|
| 629 |
+
print(" -> Processing Company Features (SEC & SIC)...")
|
| 630 |
+
df_sec = pd.read_csv(os.path.join(data_dir, "cropped/sec_quarterly_financials.csv"))
|
| 631 |
+
df_sec['FiledDate'] = pd.to_datetime(df_sec['FiledDate'])
|
| 632 |
+
df_sec = df_sec[df_sec['Fact'].isin(SEC_FACTS)].drop_duplicates(subset=['Ticker', 'FiledDate', 'Fact'], keep='last')
|
| 633 |
+
|
| 634 |
+
df_comp = df_sec.pivot(index=['Ticker', 'FiledDate'], columns='Fact', values='Value').reset_index()
|
| 635 |
+
for fact in SEC_FACTS:
|
| 636 |
+
if fact not in df_comp.columns: df_comp[fact] = np.nan
|
| 637 |
+
df_comp = df_comp[['Ticker', 'FiledDate'] + SEC_FACTS].sort_values(['Ticker', 'FiledDate'])
|
| 638 |
+
|
| 639 |
+
df_comp[SEC_FACTS] = df_comp.groupby('Ticker')[SEC_FACTS].ffill().fillna(0.0)
|
| 640 |
+
for col in SEC_FACTS:
|
| 641 |
+
df_comp[col] = np.sign(df_comp[col]) * np.log1p(np.abs(df_comp[col]))
|
| 642 |
+
|
| 643 |
+
df_sic = pd.read_csv(os.path.join(data_dir, "cropped/company_sic_data.csv"))
|
| 644 |
+
df_sic['sic_division'] = df_sic['sic'].apply(map_sic_to_division)
|
| 645 |
+
sic_dummies = pd.get_dummies(df_sic['sic_division'], prefix='SIC_Div')
|
| 646 |
+
for i in range(10):
|
| 647 |
+
if f'SIC_Div_{i}' not in sic_dummies.columns: sic_dummies[f'SIC_Div_{i}'] = 0
|
| 648 |
+
df_sic_proc = pd.concat([df_sic[['ticker']], sic_dummies[[f'SIC_Div_{i}' for i in range(10)]]], axis=1).rename(columns={'ticker': 'Ticker'})
|
| 649 |
+
df_comp = df_comp.merge(df_sic_proc, on='Ticker', how='left').fillna(0.0)
|
| 650 |
+
|
| 651 |
+
# SAVE ALL
|
| 652 |
+
print(" -> Saving Phase 3 Parquets...")
|
| 653 |
+
df_pol_static.to_parquet(pol_path)
|
| 654 |
+
df_comp.to_parquet(comp_path)
|
| 655 |
+
|
| 656 |
+
return pol_path, comp_path
|
| 657 |
+
|
| 658 |
+
# ==========================================
|
| 659 |
+
# PHASE 4: ASSEMBLY & PYG VALIDATION
|
| 660 |
+
# ==========================================
|
| 661 |
+
|
| 662 |
+
# ==========================================
|
| 663 |
+
# PHASE 4: ASSEMBLY & PYG VALIDATION (OUT-OF-CORE)
|
| 664 |
+
# ==========================================
|
| 665 |
+
|
| 666 |
+
# ==========================================
|
| 667 |
+
# PHASE 4: OUT-OF-CORE TEMPORAL SHARDING
|
| 668 |
+
# ==========================================
|
| 669 |
+
|
| 670 |
+
def generate_hillstreet_dataset(edge_dir="data/processed/master_edges_parquet", start_date="2012-07-01", include_structural_edges=True):
|
| 671 |
+
"""
|
| 672 |
+
PHASE 4: Sharded conversion to PyTorch Geometric TemporalData.
|
| 673 |
+
Anchored to the true STOCK Act start date: July 2012.
|
| 674 |
+
"""
|
| 675 |
+
print("==================================================")
|
| 676 |
+
print("PHASE 4: OUT-OF-CORE TEMPORAL SHARDING")
|
| 677 |
+
print("==================================================")
|
| 678 |
+
|
| 679 |
+
# 4.1 VALIDATE FILES
|
| 680 |
+
edge_files = [
|
| 681 |
+
"edges_trades.parquet",
|
| 682 |
+
"edges_lobbying.parquet",
|
| 683 |
+
"edges_camp_fin.parquet",
|
| 684 |
+
"edges_geo.parquet"
|
| 685 |
+
]
|
| 686 |
+
|
| 687 |
+
valid_files = []
|
| 688 |
+
# Map filenames to their config keys
|
| 689 |
+
edge_map = {
|
| 690 |
+
"edges_trades.parquet": "trades",
|
| 691 |
+
"edges_lobbying.parquet": "lobbying",
|
| 692 |
+
"edges_camp_fin.parquet": "camp_fin",
|
| 693 |
+
"edges_geo.parquet": "geo"
|
| 694 |
+
}
|
| 695 |
+
|
| 696 |
+
for file in edge_files:
|
| 697 |
+
config_key = edge_map[file]
|
| 698 |
+
|
| 699 |
+
# Check the toggle in CONFIG
|
| 700 |
+
if not CONFIG["INCLUDE_EDGES"].get(config_key, True):
|
| 701 |
+
print(f" -> Skipping '{config_key}' edge file per config.")
|
| 702 |
+
continue
|
| 703 |
+
|
| 704 |
+
file_path = os.path.join(edge_dir, file)
|
| 705 |
+
if not os.path.exists(file_path):
|
| 706 |
+
print(f" -> [WARNING] Expected edge chunk not found: {file}")
|
| 707 |
+
continue
|
| 708 |
+
|
| 709 |
+
valid_files.append(file_path)
|
| 710 |
+
|
| 711 |
+
files_sql = "[" + ", ".join([f"'{f}'" for f in valid_files]) + "]"
|
| 712 |
+
|
| 713 |
+
# 4.2 BUILD GLOBAL NODE ID DICTIONARIES
|
| 714 |
+
print(f"Extracting global distinct Node IDs for events >= {start_date}...")
|
| 715 |
+
out_dir = "data/processed/pyg_graph"
|
| 716 |
+
os.makedirs(out_dir, exist_ok=True)
|
| 717 |
+
|
| 718 |
+
# Use .df() for DuckDB to avoid the AttributeError
|
| 719 |
+
df_src = duckdb.query(f"""
|
| 720 |
+
SELECT DISTINCT src FROM read_parquet({files_sql})
|
| 721 |
+
WHERE src IS NOT NULL AND time >= '{start_date}'
|
| 722 |
+
""").df()
|
| 723 |
+
unique_src = df_src['src'].values
|
| 724 |
+
src_map = {val: i for i, val in enumerate(unique_src)}
|
| 725 |
+
|
| 726 |
+
df_dst = duckdb.query(f"""
|
| 727 |
+
SELECT DISTINCT dst FROM read_parquet({files_sql})
|
| 728 |
+
WHERE dst IS NOT NULL AND time >= '{start_date}'
|
| 729 |
+
""").df()
|
| 730 |
+
unique_dst = df_dst['dst'].values
|
| 731 |
+
dst_start_idx = len(unique_src)
|
| 732 |
+
dst_map = {val: i + dst_start_idx for i, val in enumerate(unique_dst)}
|
| 733 |
+
|
| 734 |
+
# Save mapping for inference/analysis
|
| 735 |
+
np.save(os.path.join(out_dir, "src_id_map.npy"), src_map)
|
| 736 |
+
np.save(os.path.join(out_dir, "dst_id_map.npy"), dst_map)
|
| 737 |
+
print(f" -> Global mapping established: {len(src_map)} Politicians | {len(dst_map)} Companies")
|
| 738 |
+
|
| 739 |
+
del df_src, df_dst
|
| 740 |
+
gc.collect()
|
| 741 |
+
|
| 742 |
+
# 4.3 DETERMINE ACTIVE YEARS
|
| 743 |
+
print("Identifying active years...")
|
| 744 |
+
years_df = duckdb.query(f"""
|
| 745 |
+
SELECT DISTINCT extract(year from time) as yr
|
| 746 |
+
FROM read_parquet({files_sql})
|
| 747 |
+
WHERE time >= '{start_date}'
|
| 748 |
+
ORDER BY yr
|
| 749 |
+
""").df()
|
| 750 |
+
active_years = years_df['yr'].dropna().astype(int).tolist()
|
| 751 |
+
|
| 752 |
+
saved_shards = []
|
| 753 |
+
|
| 754 |
+
# 4.4 GENERATE YEARLY SHARDS
|
| 755 |
+
for year in active_years:
|
| 756 |
+
print(f"\n--- Processing Shard: {year} ---")
|
| 757 |
+
|
| 758 |
+
# Filter for the year, but respect the July 2012 start month for that specific year
|
| 759 |
+
query = f"""
|
| 760 |
+
SELECT * FROM read_parquet({files_sql})
|
| 761 |
+
WHERE extract(year from time) = {year}
|
| 762 |
+
AND time >= '{start_date}'
|
| 763 |
+
ORDER BY time ASC
|
| 764 |
+
"""
|
| 765 |
+
|
| 766 |
+
master_table = duckdb.query(query).arrow()
|
| 767 |
+
if hasattr(master_table, 'read_all'):
|
| 768 |
+
master_table = master_table.read_all()
|
| 769 |
+
|
| 770 |
+
num_rows = master_table.num_rows
|
| 771 |
+
if num_rows == 0:
|
| 772 |
+
print(f" -> No valid events found for {year} after {start_date}. Skipping.")
|
| 773 |
+
continue
|
| 774 |
+
|
| 775 |
+
print(f" -> Mapping {num_rows:,} events...")
|
| 776 |
+
df_ids = master_table.select(['src', 'dst']).to_pandas()
|
| 777 |
+
src_idx_array = df_ids['src'].map(src_map).values
|
| 778 |
+
dst_idx_array = df_ids['dst'].map(dst_map).values
|
| 779 |
+
del df_ids
|
| 780 |
+
|
| 781 |
+
# Base Tensors (Using long/int64 for standard PyG compatibility)
|
| 782 |
+
src_tensor = torch.from_numpy(src_idx_array).to(torch.long)
|
| 783 |
+
dst_tensor = torch.from_numpy(dst_idx_array).to(torch.long)
|
| 784 |
+
y_tensor = torch.from_numpy(master_table['y'].to_numpy()).to(torch.long)
|
| 785 |
+
event_type_tensor = torch.from_numpy(master_table['event_type'].to_numpy()).to(torch.long)
|
| 786 |
+
|
| 787 |
+
time_array = master_table['time'].to_numpy().astype('datetime64[s]').astype(np.int64)
|
| 788 |
+
t_tensor = torch.from_numpy(time_array).to(torch.long)
|
| 789 |
+
|
| 790 |
+
# Message Attribute Tensor (D=24)
|
| 791 |
+
base_cols = ['src', 'dst', 'time', 'y', 'event_type']
|
| 792 |
+
msg_cols = [c for c in master_table.column_names if c not in base_cols]
|
| 793 |
+
|
| 794 |
+
msg_tensor = torch.empty((num_rows, len(msg_cols)), dtype=torch.float)
|
| 795 |
+
for i, col in enumerate(msg_cols):
|
| 796 |
+
arr = master_table[col].combine_chunks().to_numpy(zero_copy_only=False)
|
| 797 |
+
msg_tensor[:, i] = torch.from_numpy(arr)
|
| 798 |
+
del arr
|
| 799 |
+
|
| 800 |
+
# Assemble Object
|
| 801 |
+
data = TemporalData(
|
| 802 |
+
src=src_tensor,
|
| 803 |
+
dst=dst_tensor,
|
| 804 |
+
t=t_tensor,
|
| 805 |
+
msg=msg_tensor,
|
| 806 |
+
y=y_tensor
|
| 807 |
+
)
|
| 808 |
+
data.event_type = event_type_tensor
|
| 809 |
+
|
| 810 |
+
# Audit
|
| 811 |
+
is_sorted = torch.all(t_tensor[1:] >= t_tensor[:-1]).item()
|
| 812 |
+
assert is_sorted, f"[{year}] Temporal leak detected: Events are not strictly chronological!"
|
| 813 |
+
|
| 814 |
+
# Save Shard
|
| 815 |
+
shard_path = os.path.join(out_dir, f"hillstreet_temporal_graph_{year}.pt")
|
| 816 |
+
torch.save(data, shard_path)
|
| 817 |
+
saved_shards.append(shard_path)
|
| 818 |
+
print(f" -> Shard saved successfully: {shard_path}")
|
| 819 |
+
|
| 820 |
+
# Memory Cleanup
|
| 821 |
+
del master_table, src_tensor, dst_tensor, y_tensor, event_type_tensor, t_tensor, msg_tensor, data
|
| 822 |
+
gc.collect()
|
| 823 |
+
|
| 824 |
+
print("\n==================================================")
|
| 825 |
+
print(f"PHASE 4 COMPLETE: Generated {len(saved_shards)} annual shards.")
|
| 826 |
+
print("==================================================\n")
|
| 827 |
+
|
| 828 |
+
return saved_shards
|
| 829 |
+
# ==========================================
|
| 830 |
+
# MAIN ORCHESTRATION & CLI
|
| 831 |
+
# ==========================================
|
| 832 |
+
|
| 833 |
+
if __name__ == "__main__":
|
| 834 |
+
# 1. Setup Directories from CONFIG
|
| 835 |
+
EDGE_DIR = CONFIG["EDGE_OUT_DIR"]
|
| 836 |
+
os.makedirs(EDGE_DIR, exist_ok=True)
|
| 837 |
+
|
| 838 |
+
# Check which edges are required based on the toggle panel
|
| 839 |
+
REQUIRED_EDGES = []
|
| 840 |
+
if CONFIG["INCLUDE_EDGES"].get("trades", True): REQUIRED_EDGES.append("edges_trades.parquet")
|
| 841 |
+
if CONFIG["INCLUDE_EDGES"].get("lobbying", True): REQUIRED_EDGES.append("edges_lobbying.parquet")
|
| 842 |
+
if CONFIG["INCLUDE_EDGES"].get("camp_fin", True): REQUIRED_EDGES.append("edges_camp_fin.parquet")
|
| 843 |
+
if CONFIG["INCLUDE_EDGES"].get("geo", True): REQUIRED_EDGES.append("edges_geo.parquet")
|
| 844 |
+
|
| 845 |
+
# 2. Check for Phase 1 & 2 Persistence
|
| 846 |
+
phase2_done = all(os.path.exists(os.path.join(EDGE_DIR, f)) for f in REQUIRED_EDGES) and len(REQUIRED_EDGES) > 0
|
| 847 |
+
|
| 848 |
+
if phase2_done:
|
| 849 |
+
print(f" -> Found existing edge parquets in {EDGE_DIR}. Skipping Phases 1 & 2.")
|
| 850 |
+
schema = pq.read_schema(os.path.join(EDGE_DIR, REQUIRED_EDGES[0]))
|
| 851 |
+
base_cols = ['src', 'dst', 'time', 'y', 'event_type']
|
| 852 |
+
all_msg_cols = [c for c in schema.names if c not in base_cols]
|
| 853 |
+
else:
|
| 854 |
+
df_trades, df_lobbying, df_camp_fin, df_geo, cw_2012, cw_2017, cw_cat = load_and_standardize_events()
|
| 855 |
+
EDGE_DIR, all_msg_cols = broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat)
|
| 856 |
+
|
| 857 |
+
# 3. Process Node Features
|
| 858 |
+
pol_feat_path, comp_feat_path = process_node_features()
|
| 859 |
+
|
| 860 |
+
# 4. Generate Final PyG Dataset using the START_DATE from CONFIG
|
| 861 |
+
shards_generated = generate_hillstreet_dataset(
|
| 862 |
+
start_date=CONFIG["START_DATE"],
|
| 863 |
+
)
|
| 864 |
+
|
| 865 |
+
print(f"Successfully generated the following shards:\n{shards_generated}")
|