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Improve area targeting documentation for users#512

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donboyd5 merged 3 commits intomasterfrom
docs-areas-user
Apr 26, 2026
Merged

Improve area targeting documentation for users#512
donboyd5 merged 3 commits intomasterfrom
docs-areas-user

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@donboyd5 donboyd5 commented Apr 26, 2026

Summary

First of two PRs for issue #506. Improves the user-facing
documentation for area target creation and area weight optimization.
Developer-facing improvements (AREA_WEIGHTING_GUIDE.md restructure,
LESSONS update, module docstrings) come in a separate PR.

  • New top-level entry point in tmd/areas/README.md, organized by
    what a user wants to do (build all states, build all CDs, re-solve
    one area, run a quality report on many areas, run one on a single
    area, or run single-area diagnostics).
  • New "When to rerun which stage" table explaining which pipeline
    stages need rerunning when the TMD national file, SOI vintage,
    recipe, or solver parameters change.
  • Multi-area quality report section now documents the
    quality_report_per_area.csv output (covers every area, no
    truncation for CDs).
  • Rewritten tmd/areas/weights/README.md (was 2 lines, now ~190)
    covering weight-file naming, columns, solver-log contents, and
    a worked example for computing weighted area totals — both with
    pandas alone and inside Tax-Calculator.
  • Top-level README.md gets a short "Sub-national area weights"
    section pointing into tmd/areas/.
  • Retired Quarto-rendered Netlify documentation sites
    (tmd-areas-prepare-{state,cd}-targets.netlify.app) are no longer
    referenced; replaced with in-repo cross-links.

Test plan

  • Read tmd/areas/weights/README.md
  • Confirm the worked examples run as written ((tmd["e00200"] * wts["WT2022"]).sum() for
    pandas and the Records sketch for Tax-Calculator).
  • make format and make lint both pass.

donboyd5 and others added 3 commits April 25, 2026 15:25
Restructure tmd/areas/README.md as the user front door for the area-
weighting pipeline; rewrite tmd/areas/weights/README.md from scratch
to document weight-file format, the per-area solver log, and the
all-areas quality_report_per_area.csv summary; explain how to use
weight files with or without Tax-Calculator. Add a "Sub-national
area weights" section to the top-level README and turn the "areas"
bullet in tmd/README.md into a link. Drop references to the retired
Quarto/Netlify documentation sites and replace them with in-repo
cross-links.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
The pandas example used WT2024 with TMD's stored e00200 values,
which are in TMD-base-year (2022) dollars.  The product is "2022
wages valued at California's 2024 weights" rather than CA wages
in 2024 — a year-mismatch trap for an introductory example.

Switch to WT2022 so weight year and value year match, and add a
short note that later years require aging via growfactors or use
of the cached Tax-Calculator outputs covered in the next section.

Verified: (tmd["e00200"] * wts["WT2022"]).sum() = \$1,371.9B,
consistent with BEA's California wage scale for 2022.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
@donboyd5 donboyd5 merged commit 8475745 into master Apr 26, 2026
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@donboyd5 donboyd5 deleted the docs-areas-user branch April 26, 2026 10:25
donboyd5 added a commit to donboyd5/tax-microdata-benchmarking that referenced this pull request Apr 26, 2026
donboyd5 added a commit to donboyd5/tax-microdata-benchmarking that referenced this pull request Apr 26, 2026
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