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Blend SIPP and SCF financial asset imputations#838

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MaxGhenis wants to merge 4 commits intoPolicyEngine:mainfrom
MaxGhenis:codex/issue-835-net-worth-docs
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Blend SIPP and SCF financial asset imputations#838
MaxGhenis wants to merge 4 commits intoPolicyEngine:mainfrom
MaxGhenis:codex/issue-835-net-worth-docs

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@MaxGhenis
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@MaxGhenis MaxGhenis commented Apr 27, 2026

Summary

  • applies a stable household-level 50/50 source-model draw between SIPP and SCF for overlapping bank, stock, and bond assets
  • adds SCF-only balance-sheet leaves for certificates of deposit, savings bonds, retirement assets, insurance, managed assets, real estate, business equity, vehicle/student/other installment debt, mortgages, credit cards, and other debts
  • computes net_worth directly from the final mixed-source component formula, with no net_worth_residual and no rescaling of resource-tested policy leaves
  • validates that the SCF source provides every formula target needed for the component sum
  • updates docs and tests for the component formula and household-level source draw

Refs #835.

Validation

  • uv run pytest tests/unit/test_asset_imputation.py tests/unit/calibration/test_source_impute.py tests/unit/datasets/test_cps_file_handles.py
  • uv run ruff check policyengine_us_data/utils/asset_imputation.py policyengine_us_data/datasets/cps/cps.py policyengine_us_data/calibration/source_impute.py tests/unit/test_asset_imputation.py tests/unit/calibration/test_source_impute.py tests/unit/datasets/test_cps_file_handles.py
  • git diff --check

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Replaced by in-repo PR #839 so the repository CI can run; fork PRs are rejected by check-fork.

@MaxGhenis MaxGhenis closed this Apr 27, 2026
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