openavmkit.data
Core data loading, processing, and enrichment.
Defines :class:SalesUniversePair (the central data structure used throughout
OpenAVMKit), loads tabular and geospatial files described in
settings.json, performs spatial joins, and orchestrates the enrichment
pipeline (basic geometry, Census, distances/proximity, OpenStreetMap streets,
spatial lag, spatial inference, building permits, Overture footprints).
A :class:SalesUniversePair (or sup) bundles two DataFrames:
- universe — every parcel in the jurisdiction, regardless of whether it has sold. Carries current characteristics.
- sales — only parcels with valid sales in the study period. Carries characteristics as they were at the time of sale.
Most public functions take or return a sup.
See Also
openavmkit.pipeline : High-level wrappers for the loading and enrichment
steps used by the notebooks.
openavmkit.cleaning : Operates on the sup after data is loaded.
SalesUniversePair
dataclass
SalesUniversePair(sales, universe)
A container for the sales and universe DataFrames, many functions operate on this data structure. This data structure is necessary because the sales and universe DataFrames are often used together and need to be passed around together. The sales represent transactions and any known data at the time of the transaction, while the universe represents the current state of all parcels. The sales dataframe specifically allows for duplicate primary parcel transaction keys, since an individual parcel may have sold multiple times. The universe dataframe forbids duplicate primary parcel keys.
Attributes:
| Name | Type | Description |
|---|---|---|
sales |
DataFrame
|
DataFrame containing sales data. |
universe |
DataFrame
|
DataFrame containing universe (parcel) data. |
copy
copy()
Create a copy of the SalesUniversePair object.
Returns:
| Type | Description |
|---|---|
SalesUniversePair
|
A new SalesUniversePair object with copied DataFrames. |
Source code in openavmkit/data.py
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limit_sales_to_keys
limit_sales_to_keys(new_sale_keys)
Update the sales DataFrame to only those that match a key in new_sale_keys
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
new_sale_keys
|
list[str]
|
List of sale keys to filter to |
required |
Source code in openavmkit/data.py
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set
set(key, value)
Set the sales or universe DataFrame.
Attributes:
| Name | Type | Description |
|---|---|---|
key |
str
|
Either "sales" or "universe". |
value |
DataFrame
|
The new DataFrame to set for the specified key. |
Raises:
| Type | Description |
|---|---|
ValueError
|
If an invalid key is provided |
Source code in openavmkit/data.py
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update_sales
update_sales(new_sales, allow_remove_rows)
Update the sales DataFrame with new information as an overlay without redundancy.
This function lets you push updates to "sales" while keeping it as an "overlay" that doesn't contain any redundant information.
- First we note what fields were in sales last time.
- Then we note what sales are in universe but were not in sales.
- Finally, we determine the new fields generated in new_sales that are not in the previous sales or in the universe.
- A modified version of df_sales is created with only two changes:
- Reduced to the correct selection of keys.
- Addition of the newly generated fields.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
new_sales
|
DataFrame
|
New sales DataFrame with updates. |
required |
allow_remove_rows
|
bool
|
If True, allows the update to remove rows from sales. If False, preserves all original rows. |
required |
Source code in openavmkit/data.py
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compute_lookback_test_size
compute_lookback_test_size(test_count, lb_size, nlb_size, floor=None, cap_ratio=None)
Decide how many test sales should come from the lookback period.
Two constraints:
- cap_ratio: lookback's test-share is capped at this multiple of the
non-lookback test-share. This is the upper bound — it prevents the lookback
period from dominating the test set when other years are available.
- floor: never less than this many lookback sales in test (capped by what's
actually available). The floor is a hard minimum: if cap_ratio would otherwise
push us below floor, floor wins and cap is silently violated. The purpose of
the floor is to guarantee enough lookback sales for a usable IAAO-style ratio
study CI.
The function returns as many lookback sales as cap_ratio and availability allow,
bumped up to floor if needed. When cap_ratio is None or there are no
non-lookback sales to compare against, the cap is disabled and the function falls
back to min(test_count, lb_size) — i.e. fill the test set from lookback.
Source code in openavmkit/data.py
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enrich_df_streets
enrich_df_streets(df_in, settings, spacing=1.0, max_ray_length=25.0, network_buffer=500.0, verbose=False)
Enrich a GeoDataFrame with street network data.
This function enriches the input GeoDataFrame with street network data by calculating frontage, depth, distance to street, and many other related metrics, for every road vs. every parcel in the GeoDataFrame, using OpenStreetMap data.
WARNING: This function can be VERY computationally and memory intensive for large datasets and may take a long time to run.
We definitely need to work on its performance or make it easier to split into smaller chunks.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df_in
|
GeoDataFrame
|
Input GeoDataFrame containing parcels. |
required |
settings
|
dict
|
Settings dictionary containing configuration for the enrichment. |
required |
spacing
|
float
|
Spacing in meters for ray casting to calculate distances to streets. Default is 1.0. |
1.0
|
max_ray_length
|
float
|
Maximum length of rays to shoot for distance calculations, in meters. Default is 25.0. |
25.0
|
network_buffer
|
float
|
Buffer around the street network to consider for distance calculations, in meters. Default is 500.0. |
500.0
|
verbose
|
bool
|
If True, prints progress information. Default is False. |
False
|
Returns:
| Type | Description |
|---|---|
GeoDataFrame
|
Enriched GeoDataFrame with additional columns for street-related metrics. |
Source code in openavmkit/data.py
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enrich_sup_spatial_lag
enrich_sup_spatial_lag(sup, settings, verbose=False)
Enrich the sales and universe DataFrames with spatial lag features.
This function calculates "spatial lag", that is, the spatially-weighted average, of the sale price and other fields, based on nearest neighbors.
For sales, the spatial lag is calculated based on the training set of sales. For non-sale characteristics, the spatial lag is calculated based on the universe parcels.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
sup
|
SalesUniversePair
|
SalesUniversePair containing sales and universe DataFrames. |
required |
settings
|
dict
|
Settings dictionary. |
required |
verbose
|
bool
|
If True, prints progress information. |
False
|
Returns:
| Type | Description |
|---|---|
SalesUniversePair
|
Enriched SalesUniversePair with spatial lag features. |
Source code in openavmkit/data.py
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enrich_time
enrich_time(df, time_formats, settings)
Enrich the DataFrame by converting specified time fields to datetime and deriving additional fields.
For each key in time_formats, converts the column to datetime. Then, if a field with the prefix "sale" exists, enriches the DataFrame with additional time fields (e.g., "sale_year", "sale_month", "sale_age_days").
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df
|
DataFrame
|
Input DataFrame. |
required |
time_formats
|
dict
|
Dictionary mapping field names to datetime formats. |
required |
settings
|
dict
|
Settings dictionary. |
required |
Returns:
| Type | Description |
|---|---|
DataFrame
|
DataFrame with enriched time fields. |
Source code in openavmkit/data.py
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filter_df_by_date_range
filter_df_by_date_range(df, start_date, end_date)
Filter df to rows where 'sale_date' is between start_date and end_date (inclusive). - start_date/end_date may be 'YYYY-MM-DD' strings or date/datetime/Timestamp. - Time-of-day and time zones are ignored. - Rows with missing/unparseable 'sale_date' are dropped.
Source code in openavmkit/data.py
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get_dtypes_from_settings
get_dtypes_from_settings(settings)
Generate a dictionary mapping fields to their designated data types based on settings.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
settings
|
dict
|
Settings dictionary. |
required |
Returns:
| Type | Description |
|---|---|
dict
|
Dictionary of field names to data type strings. |
Source code in openavmkit/data.py
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get_field_classifications
get_field_classifications(settings)
Retrieve a mapping of field names to their classifications (land, improvement or other) as well as their types (numeric, categorical, or boolean).
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
settings
|
dict
|
Settings dictionary. |
required |
Returns:
| Type | Description |
|---|---|
dict
|
Dictionary mapping field names to type and class. |
Source code in openavmkit/data.py
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get_hydrated_sales_from_sup
get_hydrated_sales_from_sup(sup)
Merge the sales and universe DataFrames to "hydrate" the sales data.
The sales data represents transactions and any known data at the time of the transaction, while the universe data represents the current state of all parcels. When we merge the two sets, the sales data overrides any existing data in the universe data. This is useful for creating a "hydrated" sales DataFrame that contains all the information available at the time of the sale (it is assumed that any difference between the current state of the parcel and the state at the time of the sale is accounted for in the sales data).
If the merged DataFrame contains a "geometry" column and the original sales did not, the result is converted to a GeoDataFrame.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
sup
|
SalesUniversePair
|
SalesUniversePair containing sales and universe DataFrames. |
required |
Returns:
| Type | Description |
|---|---|
DataFrame or GeoDataFrame
|
The merged (hydrated) sales DataFrame. |
Source code in openavmkit/data.py
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get_important_field
get_important_field(settings, field_name, df=None)
Retrieve the important field name for a given field alias from settings.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
settings
|
dict
|
Settings dictionary. |
required |
field_name
|
str
|
Identifier for the field. |
required |
df
|
DataFrame
|
Optional DataFrame to check field existence. |
None
|
Returns:
| Type | Description |
|---|---|
str or None
|
The mapped field name if found, else None. |
Source code in openavmkit/data.py
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get_important_fields
get_important_fields(settings, df=None)
Retrieve important field names from settings.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
settings
|
dict
|
Settings dictionary. |
required |
df
|
DataFrame
|
Optional DataFrame to filter fields. |
None
|
Returns:
| Type | Description |
|---|---|
list[str]
|
List of important field names. |
Source code in openavmkit/data.py
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get_report_locations
get_report_locations(settings, df=None)
Retrieve report location fields from settings.
These are location fields that will be used in report breakdowns, such as for ratio studies.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
settings
|
dict
|
Settings dictionary. |
required |
df
|
DataFrame
|
Optional DataFrame to filter available locations. |
None
|
Returns:
| Type | Description |
|---|---|
list[str]
|
List of report location field names. |
Source code in openavmkit/data.py
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get_sale_field
get_sale_field(settings, df=None)
Determine the appropriate sale price field ("sale_price" or "sale_price_time_adj") based on time adjustment settings.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
settings
|
dict
|
Settings dictionary. |
required |
df
|
DataFrame
|
Optional DataFrame to check field existence. |
None
|
Returns:
| Type | Description |
|---|---|
str
|
Field name to be used for sale price. |
Source code in openavmkit/data.py
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get_train_test_keys
get_train_test_keys(df_in, settings)
Get the training and testing keys for the sales DataFrame.
This function gets the train/test keys for each model group defined in the settings, combines them into a single mask for the sales DataFrame, and returns the keys for training and testing as numpy arrays.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df_in
|
DataFrame
|
Input DataFrame containing sales data. |
required |
settings
|
dict
|
Settings dictionary |
required |
Returns:
| Type | Description |
|---|---|
tuple
|
A tuple containing two numpy arrays: keys_train and keys_test. - keys_train: keys for training set - keys_test: keys for testing set |
Source code in openavmkit/data.py
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get_train_test_masks
get_train_test_masks(df_in, settings)
Get the training and testing masks for the sales DataFrame.
This function gets the train/test masks for each model group defined in the settings, combines them into a single mask for the sales DataFrame, and returns the masks as pandas Series
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df_in
|
DataFrame
|
Input DataFrame containing sales data. |
required |
settings
|
dict
|
Settings dictionary |
required |
Returns:
| Type | Description |
|---|---|
tuple
|
A tuple containing two pandas Series: mask_train and mask_test. - mask_train: boolean mask for training set - mask_test: boolean mask for testing set |
Source code in openavmkit/data.py
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get_vacant
get_vacant(df_in, settings, invert=False)
Filter the DataFrame based on the 'is_vacant' column.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df_in
|
DataFrame
|
Input DataFrame. |
required |
settings
|
dict
|
Settings dictionary. |
required |
invert
|
bool
|
If True, return non-vacant rows. |
False
|
Returns:
| Type | Description |
|---|---|
DataFrame
|
DataFrame filtered by the |
Raises:
| Type | Description |
|---|---|
ValueError
|
If the |
Source code in openavmkit/data.py
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get_vacant_sales
get_vacant_sales(df_in, settings, invert=False)
Filter the sales DataFrame to return only vacant (unimproved) sales.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df_in
|
DataFrame
|
Input DataFrame. |
required |
settings
|
dict
|
Settings dictionary. |
required |
invert
|
bool
|
If True, return non-vacant (improved) sales. |
False
|
Returns:
| Type | Description |
|---|---|
DataFrame
|
DataFrame with an added |
Source code in openavmkit/data.py
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load_dataframe
load_dataframe(entry, settings, verbose=False, fields_cat=None, fields_bool=None, fields_num=None)
Load a DataFrame from a file based on instructions and perform calculations and type adjustments.
Source code in openavmkit/data.py
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process_data
process_data(dataframes, settings, verbose=False)
Process raw dataframes according to settings and return a SalesUniversePair.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
dataframes
|
dict[str, DataFrame]
|
Dictionary mapping keys to DataFrames. |
required |
settings
|
dict
|
Settings dictionary. |
required |
verbose
|
bool
|
If True, prints progress information. |
False
|
Returns:
| Type | Description |
|---|---|
SalesUniversePair
|
A SalesUniversePair containing processed sales and universe data. |
Raises:
| Type | Description |
|---|---|
ValueError
|
If required merge instructions or columns are missing. |
Source code in openavmkit/data.py
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write_csv
write_csv(df, path)
Write a DataFrame to a CSV file with UTF-8 encoding and no index.
Source code in openavmkit/data.py
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write_gpkg
write_gpkg(df, path)
Write data to a geopackage file.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df
|
DataFrame
|
Data to be written |
required |
path
|
str
|
File path for saving the geopackage. |
required |
Source code in openavmkit/data.py
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write_parquet
write_parquet(df, path)
Write data to a parquet file.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df
|
DataFrame
|
Data to be written |
required |
path
|
str
|
File path for saving the parquet. |
required |
Source code in openavmkit/data.py
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write_shapefile
write_shapefile(df, path)
Write data to a shapefile file.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df
|
DataFrame
|
Data to be written |
required |
path
|
str
|
File path for saving the shapefile. |
required |
Source code in openavmkit/data.py
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write_zipped_shapefile
write_zipped_shapefile(df, path)
Write a zipped ESRI Shapefile. Produces a single {name}.shp.zip with the shapefile parts (name.shp, .shx, .dbf, .prj, .cpg, etc.) at the ZIP root.
Parameters:
| Name | Type | Description | Default |
|---|---|---|---|
df
|
DataFrame or GeoDataFrame
|
Data to be written (must include a 'geometry' column and a CRS). |
required |
path
|
str
|
Destination path ending with '.shp.zip' (e.g., 'out/roads.shp.zip'). |
required |
Returns:
| Type | Description |
|---|---|
Path
|
Path to the created .shp.zip |
Source code in openavmkit/data.py
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