benroodman commited on
Commit
45cedf4
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1 Parent(s): c7999c5

Update src/temporal_data.py

Browse files

Refactor temporal_data: CLI-driven runs, edge collapsing, and aligned node features

Replace the hardcoded CONFIG panel with an argparse CLI and rework the
structural-edge and node-feature handling.

Interface & config
- Drop the top-of-file CONFIG dict in favor of argparse:
--start_date (default 2014-01-01), --include_structural_edges /
--no_structural_edges, --skip_node_features, --trades_csv
(default data/processed/ml_dataset_continuous.csv), --snapshot_date.
- Fix the boolean-flag bug: the old "--include_structural_edges False"
evaluated truthy (any non-empty string); now a proper store_true/
store_false pair.
- Restore trade edges as the primary supervised edge type (event_type 0);
structural edges (lobbying/campaign/geo) are on by default and gated by
the flag pair rather than a per-file CONFIG toggle.

Input paths
- Read trades from data/processed/ml_dataset_continuous.csv and crosswalks/
company_sic from data/raw/ (was data/cropped/ across the board).

Structural-edge collapsing (new)
- Add collapse_structural: dedupe repeated (src, dst) structural edges into
one weighted edge per type, summing amount columns, adding edge_count,
keeping the earliest event as `time` (relationship start) and the most
recent as `last_seen` (recency).
- Thread last_seen through base_cols, the Phase-4 tensors, and the saved
TemporalData object so days-since/recency features can be computed at
load time. Trades are intentionally left un-collapsed.

Node features
- Replace the inline process_node_features (committee/SEC/SIC/CBP -> three
parquets) with delegation to src.data_prep.node_features.build_node_features,
which aligns the node tensors to the Phase-4 src_id_map/dst_id_map and saves
node_features_static.pt (+ meta json).
- Run Phase 3 AFTER Phase 4 so it can align to the node-id maps that Phase 4
writes.
- Adds dependencies on node_features.py and feature_lookups.py.

Cleanup
- Remove the duplicated SEC_FACTS / map_sic_to_division / process_node_features
blocks, the double lobbying read, and the hardcoded CBP_RELEASE_DATES /
STATE_ABBREV tables. Drops the "_CB_esurvey.csv" path (the survey-year files
are handled in build_geographical_edges.py).

Files changed (1) hide show
  1. src/temporal_data.py +222 -418
src/temporal_data.py CHANGED
@@ -16,37 +16,6 @@ try:
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."""
@@ -67,7 +36,7 @@ def load_and_standardize_events(data_dir="data"):
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
 
@@ -102,92 +71,76 @@ def load_and_standardize_events(data_dir="data"):
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)
@@ -208,7 +161,7 @@ def broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat,
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)
@@ -233,7 +186,87 @@ def broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat,
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)
@@ -300,11 +333,16 @@ def broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat,
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 = [
@@ -335,6 +373,7 @@ def broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat,
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
 
@@ -378,282 +417,10 @@ def broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat,
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
@@ -685,27 +452,14 @@ def generate_hillstreet_dataset(edge_dir="data/processed/master_edges_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]) + "]"
@@ -787,8 +541,15 @@ def generate_hillstreet_dataset(edge_dir="data/processed/master_edges_parquet",
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)
@@ -806,6 +567,7 @@ def generate_hillstreet_dataset(edge_dir="data/processed/master_edges_parquet",
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()
@@ -818,7 +580,7 @@ def generate_hillstreet_dataset(edge_dir="data/processed/master_edges_parquet",
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==================================================")
@@ -831,19 +593,36 @@ def generate_hillstreet_dataset(edge_dir="data/processed/master_edges_parquet",
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.")
@@ -854,12 +633,37 @@ if __name__ == "__main__":
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}")
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
16
  except ImportError:
17
  print("[WARNING] torch_geometric not found. Phase 4 will fail without PyG installed.")
18
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
19
  # --- Helper for Strict Schema Validation ---
20
  def validate_columns(df: pd.DataFrame, required_columns: list, dataset_name: str):
21
  """Raises a clear ValueError if expected columns are missing."""
 
36
  # ---------------------------------------------------------
37
  # 1.1 TARGET EDGES (Trades)
38
  # ---------------------------------------------------------
39
+ path_trades = os.path.join(data_dir, "processed", "ml_dataset_continuous.csv")
40
  print(f"Loading Trades from: {path_trades}")
41
  df_trades = pd.read_csv(path_trades)
42
 
 
71
  # ---------------------------------------------------------
72
  # 1.2 LOBBYING EVENTS
73
  # ---------------------------------------------------------
74
+ path_lobbying = os.path.join(data_dir, "processed", "events_lobbying.csv")
75
+ print(f"Loading Lobbying from: {path_lobbying}")
76
+ df_lobbying = pd.read_csv(path_lobbying)
77
+
78
+ # Depending on how it was saved, the time column might be 'estimated_filing_date' or 'date'
79
+ time_col_lobby = 'estimated_filing_date' if 'estimated_filing_date' in df_lobbying.columns else 'date'
80
+
81
+ validate_columns(df_lobbying, ['bioguide_id', 'ticker', time_col_lobby, 'event_type'], "Lobbying")
 
 
 
 
82
 
83
+ df_lobbying = df_lobbying.rename(columns={
84
+ 'bioguide_id': 'src',
85
+ 'ticker': 'dst',
86
+ time_col_lobby: 'time'
87
+ })
 
 
 
 
 
 
 
88
 
89
+ # Extract structural flags
90
+ df_lobbying['is_sponsorship'] = (df_lobbying['event_type'] == 'LOBBY_STRONG').astype(float)
91
+ df_lobbying['voted_yea'] = (df_lobbying['event_type'] == 'LOBBY_WEAK').astype(float)
92
+ df_lobbying['event_type'] = 1 # Override with integer event code
93
+
94
+ print(f" -> Lobbying loaded successfully. Shape: {df_lobbying.shape}")
95
 
96
  # ---------------------------------------------------------
97
  # 1.3 CAMPAIGN FINANCE EVENTS
98
  # ---------------------------------------------------------
99
+ path_camp_fin = os.path.join(data_dir, "processed", "events_campaign_finance.csv")
100
+ print(f"Loading Campaign Finance from: {path_camp_fin}")
101
+ df_camp_fin = pd.read_csv(path_camp_fin)
102
+
103
+ time_col_cf = 'estimated_filing_date' if 'estimated_filing_date' in df_camp_fin.columns else 'date'
104
+ validate_columns(df_camp_fin, ['bioguide_id', 'industry_code', time_col_cf, 'weight'], "Campaign Finance")
105
+
106
+ df_camp_fin = df_camp_fin.rename(columns={
107
+ 'bioguide_id': 'src',
108
+ 'industry_code': 'dst_temp', # Needs broadcasting
109
+ time_col_cf: 'time',
110
+ 'weight': 'Fin_Amt' # Assuming donation amount
111
+ })
112
+ df_camp_fin['event_type'] = 2
113
+
114
+ print(f" -> Campaign Finance loaded successfully. Shape: {df_camp_fin.shape}")
 
 
 
 
 
115
 
 
116
  # ---------------------------------------------------------
117
+ # 1.4 GEO-INDUSTRIAL EVENTS
118
+ # ---------------------------------------------------------
119
+ path_geo = os.path.join(data_dir, "processed", "events_geographical_industry.csv")
120
+ print(f"Loading Geo-Industrial from: {path_geo}")
121
+ df_geo = pd.read_csv(path_geo)
122
 
123
+ validate_columns(df_geo, ['bioguide_id', 'sic_code', 'release_date', 'establishments', 'employment', 'annual_payroll'], "Geo-Industrial")
 
 
 
 
 
 
 
 
 
 
124
 
125
+ df_geo = df_geo.rename(columns={
126
+ 'bioguide_id': 'src',
127
+ 'sic_code': 'dst_temp', # Needs broadcasting
128
+ 'release_date': 'time'
129
+ })
130
+
131
+ # Normalizing raw economic weight (log-scaling as per Appendix B.2.3)
132
+ df_geo['Geo_Weight'] = np.log1p(df_geo['employment'].fillna(0))
133
+ df_geo['event_type'] = 3
134
 
135
+ print(f" -> Geo-Industrial loaded successfully. Shape: {df_geo.shape}")
 
 
136
 
137
  # ---------------------------------------------------------
138
  # 1.5 LOAD DICTIONARIES FOR BROADCASTING (Phase 2 Prep)
139
  # ---------------------------------------------------------
140
  print("Loading Crosswalk Dictionaries...")
141
+ path_cw_2012 = os.path.join(data_dir, "raw", "industry_codes_NAICS", "2012-NAICS-to-SIC-crosswalk.csv")
142
+ path_cw_2017 = os.path.join(data_dir, "raw", "industry_codes_NAICS", "2017-NAICS-to-SIC-crosswalk.csv")
143
+ path_cw_cat = os.path.join(data_dir, "raw", "industry_codes_NAICS", "2013-CAT_to_SIC_to_NAICS_mappings.csv")
144
 
145
  cw_2012 = pd.read_csv(path_cw_2012)
146
  cw_2017 = pd.read_csv(path_cw_2017)
 
161
  print("==================================================")
162
 
163
  # 1. Load and Clean Company SIC Master List
164
+ path_company_sic = os.path.join(data_dir, "raw", "company_sic_data.csv")
165
  df_comp_sic = pd.read_csv(path_company_sic)
166
  df_comp_sic = df_comp_sic.drop_duplicates(subset=['ticker', 'sic'])
167
  df_comp_sic['sic'] = df_comp_sic['sic'].astype(str).str.replace(r'\.0$', '', regex=True).str.strip().str.zfill(4)
 
186
  left_on='SICcode', right_on='sic', how='inner')
187
  df_camp_fin = df_camp_fin.rename(columns={'ticker': 'dst'}).drop(columns=['dst_temp', 'OpenSecretsCatcode', 'SICcode', 'sic'])
188
 
189
+ print(f" -> Geo edges (pre-dedup): {len(df_geo)} | Fin edges (pre-dedup): {len(df_camp_fin)}")
190
+
191
+ # ---------------------------------------------------------
192
+ # 2.1b COLLAPSE REPEATED STRUCTURAL EDGES INTO ONE WEIGHTED EDGE
193
+ # ---------------------------------------------------------
194
+ # Broadcasting (and the raw event streams themselves) emit many duplicate
195
+ # (politician, company) pairs of the same type -- e.g. the same company
196
+ # lobbying on several of a legislator's bills, or one industry signal fanned
197
+ # across every ticker in that industry. Rather than carry each as its own
198
+ # edge (which is what blows the edge count into the tens of millions), we keep
199
+ # ONE edge per (src, dst, event_type) and accumulate weight onto it:
200
+ #
201
+ # weight = number of collapsed events (interaction count / intensity)
202
+ # <amount cols> = summed across the collapsed events
203
+ # time = EARLIEST event (when the relationship began; this is also
204
+ # what the chronological sort + shard `t` tensor key on)
205
+ # last_seen = MOST RECENT event (carried separately so recency features
206
+ # like days-since can be computed independently of edge age)
207
+ #
208
+ # Trades are intentionally NOT touched here -- each trade is a distinct
209
+ # supervised event with its own label and market features.
210
+ def collapse_structural(df, name, amount_cols):
211
+ """Dedup to one edge per (src, dst), summing amount_cols, keeping BOTH the
212
+ earliest event (as 'time') and the most recent (as 'last_seen').
213
+ Adds an 'edge_count' column recording how many events were merged."""
214
+ if df.empty:
215
+ df['edge_count'] = pd.Series(dtype='float32')
216
+ df['last_seen'] = pd.Series(dtype='object')
217
+ return df
218
+
219
+ before = len(df)
220
+ df = df.dropna(subset=['src', 'dst', 'time']).copy()
221
+
222
+ # Earliest -> time, latest -> last_seen. 'time' is min so the downstream
223
+ # chronological sort anchors the edge to the start of the relationship;
224
+ # 'last_seen' preserves recency for days-since at load time.
225
+ df['__last_seen'] = df['time']
226
+ agg = {c: 'sum' for c in amount_cols if c in df.columns}
227
+ agg['time'] = 'min' # earliest event in the pair
228
+ agg['__last_seen'] = 'max' # most recent event in the pair
229
+ agg['__count'] = 'sum' # how many events collapsed into this edge
230
+ df['__count'] = 1.0
231
+
232
+ # Carry through any remaining base/identity columns (event_type, y, ...) that
233
+ # we are NOT explicitly aggregating. These are constant within a stream
234
+ # (event_type is set per-stream in Phase 1; y is -1 on all structural edges),
235
+ # so 'first' is exact. Without this, groupby.agg silently drops them and the
236
+ # later df_chunk[base_cols + all_msg_cols] selection raises KeyError.
237
+ carry_cols = [c for c in ('event_type', 'y')
238
+ if c in df.columns and c not in agg]
239
+ for c in carry_cols:
240
+ agg[c] = 'first'
241
+
242
+ merged = df.groupby(['src', 'dst'], sort=False, as_index=False).agg(agg)
243
+ merged = merged.rename(columns={'__count': 'edge_count', '__last_seen': 'last_seen'})
244
+
245
+ after = len(merged)
246
+ print(f" -> {name}: collapsed {before:,} broadcast edges -> {after:,} "
247
+ f"unique (src, dst) edges ({before / max(after, 1):.1f}x reduction).")
248
+ return merged
249
+
250
+ # Each stream's "amount" columns are the numeric msg fields it actually carries.
251
+ # Anything not listed is left to the schema-alignment step to zero-fill.
252
+ df_lobbying = collapse_structural(
253
+ df_lobbying, "Lobbying", amount_cols=['is_sponsorship', 'voted_yea'])
254
+ df_camp_fin = collapse_structural(
255
+ df_camp_fin, "Campaign Finance", amount_cols=['Fin_Amt'])
256
+ df_geo = collapse_structural(
257
+ df_geo, "Geo-Industrial", amount_cols=['Geo_Weight'])
258
+
259
+ # Surface the collapsed-event tally to the model as a weight feature. We fold it
260
+ # into Fin_Amt for campaign (already an amount) and leave it as the standalone
261
+ # 'edge_count' for the others; node_features.aggregate_pair_edges recomputes its
262
+ # own per-pair counts at load time, so this is primarily for inspection/QA, but
263
+ # it also means an un-aggregated downstream consumer still sees the intensity.
264
+ for _df in (df_lobbying, df_camp_fin, df_geo):
265
+ if 'edge_count' not in _df.columns:
266
+ _df['edge_count'] = 1.0
267
+
268
+ print(f" -> Geo edges (post-dedup): {len(df_geo)} | Fin edges (post-dedup): {len(df_camp_fin)} "
269
+ f"| Lobbying edges (post-dedup): {len(df_lobbying)}")
270
 
271
  # ---------------------------------------------------------
272
  # 2.2 UNIFIED EDGE ATTRIBUTE TENSOR (msg)
 
333
  import pyarrow as pa
334
  import pyarrow.parquet as pq
335
 
336
+ output_dir = os.path.join(data_dir, "processed", "master_edges_parquet")
337
  os.makedirs(output_dir, exist_ok=True)
338
  print(f"Writing chunks directly to Parquet at: {output_dir}")
339
 
340
+ base_cols = ['src', 'dst', 'time', 'last_seen', 'event_type', 'y']
341
+
342
+ # Trades are not deduped, so they have no 'last_seen'. For an un-collapsed edge
343
+ # the relationship's first and last touch are the same instant, so last_seen == time.
344
+ if 'last_seen' not in df_trades.columns:
345
+ df_trades['last_seen'] = df_trades['time']
346
 
347
  # Load unpadded, "skinny" dataframes into the queue
348
  datasets = [
 
373
  # --- MOVED INSIDE THE CHUNK LOOP ---
374
  # Convert to datetime and sort LOCALLY in this 5M row chunk
375
  df_chunk['time'] = pd.to_datetime(df_chunk['time'])
376
+ df_chunk['last_seen'] = pd.to_datetime(df_chunk['last_seen'])
377
  df_chunk = df_chunk.sort_values(by='time').reset_index(drop=True)
378
  # -----------------------------------
379
 
 
417
  # PHASE 3: NODE FEATURE EXTRACTION
418
  # ==========================================
419
 
420
+ # Phase 3 lives in src/data_prep/node_features.py (build_node_features), which
421
+ # replicates the deprecated graph_builder composition and aligns the node tensors
422
+ # to the Phase-4 node-id maps. It is invoked from __main__ after Phase 4 below.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
423
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
424
 
425
  # ==========================================
426
  # PHASE 4: ASSEMBLY & PYG VALIDATION
 
452
  ]
453
 
454
  valid_files = []
 
 
 
 
 
 
 
 
455
  for file in edge_files:
 
 
 
 
 
 
 
456
  file_path = os.path.join(edge_dir, file)
457
  if not os.path.exists(file_path):
458
  print(f" -> [WARNING] Expected edge chunk not found: {file}")
459
  continue
460
+ if not include_structural_edges and "trades" not in file:
461
+ print(f" -> Skipping structural edge file per config: {file}")
462
+ continue
463
  valid_files.append(file_path)
464
 
465
  files_sql = "[" + ", ".join([f"'{f}'" for f in valid_files]) + "]"
 
541
  time_array = master_table['time'].to_numpy().astype('datetime64[s]').astype(np.int64)
542
  t_tensor = torch.from_numpy(time_array).to(torch.long)
543
 
544
+ # Recency endpoint: epoch-seconds of the most recent event in each (collapsed)
545
+ # edge. For trades and any un-deduped edge this equals `t`. Kept as its own
546
+ # tensor (NOT in msg) so the load path can compute days-since from recency
547
+ # while `t` continues to anchor the edge to the start of the relationship.
548
+ last_seen_array = master_table['last_seen'].to_numpy().astype('datetime64[s]').astype(np.int64)
549
+ last_seen_tensor = torch.from_numpy(last_seen_array).to(torch.long)
550
+
551
  # Message Attribute Tensor (D=24)
552
+ base_cols = ['src', 'dst', 'time', 'last_seen', 'y', 'event_type']
553
  msg_cols = [c for c in master_table.column_names if c not in base_cols]
554
 
555
  msg_tensor = torch.empty((num_rows, len(msg_cols)), dtype=torch.float)
 
567
  y=y_tensor
568
  )
569
  data.event_type = event_type_tensor
570
+ data.last_seen = last_seen_tensor
571
 
572
  # Audit
573
  is_sorted = torch.all(t_tensor[1:] >= t_tensor[:-1]).item()
 
580
  print(f" -> Shard saved successfully: {shard_path}")
581
 
582
  # Memory Cleanup
583
+ del master_table, src_tensor, dst_tensor, y_tensor, event_type_tensor, t_tensor, last_seen_tensor, msg_tensor, data
584
  gc.collect()
585
 
586
  print("\n==================================================")
 
593
  # ==========================================
594
 
595
  if __name__ == "__main__":
596
+ parser = argparse.ArgumentParser(description="HillStreet Graph Generation Pipeline")
597
+ parser.add_argument("--start_date", type=str, default="2014-01-01", help="Date to start graph inclusion (YYYY-MM-DD)")
598
+ # NOTE: previously type=bool, which made "--include_structural_edges False" evaluate
599
+ # to True (any non-empty string is truthy). Use a proper boolean flag pair instead.
600
+ parser.add_argument("--include_structural_edges", dest="include_structural_edges",
601
+ action="store_true", default=True,
602
+ help="Include Lobbying, PACs, Geo-Economics (default: on)")
603
+ parser.add_argument("--no_structural_edges", dest="include_structural_edges",
604
+ action="store_false",
605
+ help="Exclude structural edges; keep only trade edges")
606
+ # --- Phase 3 node-feature options ---
607
+ parser.add_argument("--skip_node_features", action="store_true",
608
+ help="Skip Phase 3 node-feature generation (edges/shards only)")
609
+ parser.add_argument("--trades_csv", type=str,
610
+ default="data/processed/ml_dataset_continuous.csv",
611
+ help="Transactions CSV used for performance stats & categorical embeddings")
612
+ parser.add_argument("--snapshot_date", type=str, default=None,
613
+ help="As-of date for time-varying node features (YYYY-MM-DD). "
614
+ "Defaults to the latest event date in the transactions CSV.")
615
+ args = parser.parse_args()
616
+
617
+ # 1. Setup Directories
618
+ EDGE_DIR = "data/processed/master_edges_parquet"
619
+ REQUIRED_EDGES = [
620
+ "edges_trades.parquet", "edges_lobbying.parquet",
621
+ "edges_camp_fin.parquet", "edges_geo.parquet"
622
+ ]
623
 
624
  # 2. Check for Phase 1 & 2 Persistence
625
+ phase2_done = all(os.path.exists(os.path.join(EDGE_DIR, f)) for f in REQUIRED_EDGES)
626
 
627
  if phase2_done:
628
  print(f" -> Found existing edge parquets in {EDGE_DIR}. Skipping Phases 1 & 2.")
 
633
  df_trades, df_lobbying, df_camp_fin, df_geo, cw_2012, cw_2017, cw_cat = load_and_standardize_events()
634
  EDGE_DIR, all_msg_cols = broadcast_and_pad_edges(df_trades, df_lobbying, df_camp_fin, df_geo, cw_cat)
635
 
636
+ # 3. Assembly & PyG Sharding (Phase 4)
637
+ # Must run before node features: build_node_features aligns to the node-id maps
638
+ # (src_id_map.npy / dst_id_map.npy) that this step writes.
639
+ shard_paths = generate_hillstreet_dataset(
640
+ edge_dir=EDGE_DIR,
641
+ start_date=args.start_date,
642
+ include_structural_edges=args.include_structural_edges
643
  )
644
+
645
+ # 4. Phase 3: Static node features aligned to the Phase-4 maps
646
+ if args.skip_node_features:
647
+ print("\n -> Skipping Phase 3 node-feature generation (--skip_node_features).")
648
+ else:
649
+ # Ensure the project root is on sys.path regardless of how this script was
650
+ # launched (python src/temporal_data.py vs python -m src.temporal_data).
651
+ # __file__ is .../src/temporal_data.py, so two .parent calls reach the root.
652
+ import sys
653
+ from pathlib import Path as _Path
654
+ _project_root = str(_Path(__file__).resolve().parent.parent)
655
+ if _project_root not in sys.path:
656
+ sys.path.insert(0, _project_root)
657
+ from src.data_prep.node_features import build_node_features
658
+ build_node_features(
659
+ map_dir="data/processed/pyg_graph",
660
+ trades_csv=args.trades_csv,
661
+ processed_dir="data/processed",
662
+ snapshot_date=args.snapshot_date,
663
+ )
664
+
665
+ print(f"\nSUCCESS: HillStreet Generation Pipeline Fully Complete.")
666
+ print(f" -> Graph timeline starts: {args.start_date}")
667
+ print(f" -> Shards: {len(shard_paths)} files saved to data/processed/pyg_graph/")
668
+ if not args.skip_node_features:
669
+ print(f" -> Node features: data/processed/node_features_static.pt")