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Refactor: tech debt paydown - module split, warning fixes, deprecation updates
- Split prep.py into prep.py (core utilities) and prep_dgp.py (data generation) - Update deprecation warning for bootstrap_weight_type to v3.0 - Add np.errstate wrappers to suppress RuntimeWarnings in staggered modules - Fix Rust Clippy warnings (type complexity, too_many_args, needless range loop) - Update README and tutorial to use bootstrap_weights parameter - Update TODO.md and CLAUDE.md documentation Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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CLAUDE.md

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@@ -215,19 +215,22 @@ pytest tests/test_rust_backend.py -v
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- Violation types: 'linear', 'constant', 'last_period', 'custom'
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- Integrates with HonestDiD for comprehensive sensitivity analysis
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- **`diff_diff/prep.py`** - Data preparation utilities:
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- `generate_did_data` - Create synthetic data with known treatment effect (basic 2x2 DiD)
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- `generate_staggered_data` - Staggered adoption data for CallawaySantAnna/SunAbraham
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- `generate_factor_data` - Factor model data for TROP/SyntheticDiD
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- `generate_ddd_data` - Triple Difference (DDD) design data
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- `generate_panel_data` - Panel data with optional parallel trends violations
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- `generate_event_study_data` - Event study data with simultaneous treatment
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- **`diff_diff/prep.py`** - Data preparation utilities (core functions):
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- `make_treatment_indicator`, `make_post_indicator` - Create binary indicators
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- `wide_to_long`, `balance_panel` - Panel data reshaping
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- `validate_did_data`, `summarize_did_data` - Data validation and summary
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- `create_event_time` - Create event-time column for staggered adoption designs
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- `aggregate_to_cohorts` - Aggregate unit-level data to cohort means
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- `rank_control_units` - Rank control units by suitability for DiD/Synthetic control
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- Re-exports all functions from `prep_dgp.py` for backward compatibility
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- **`diff_diff/prep_dgp.py`** - Data generation functions (DGP):
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- `generate_did_data` - Create synthetic data with known treatment effect (basic 2x2 DiD)
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- `generate_staggered_data` - Staggered adoption data for CallawaySantAnna/SunAbraham
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- `generate_factor_data` - Factor model data for TROP/SyntheticDiD
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- `generate_ddd_data` - Triple Difference (DDD) design data
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- `generate_panel_data` - Panel data with optional parallel trends violations
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- `generate_event_study_data` - Event study data with simultaneous treatment
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### Key Design Patterns
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README.md

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alpha=0.05, # Significance level
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cluster=None, # Column for cluster SEs
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n_bootstrap=0, # Bootstrap iterations (0 = analytical SEs)
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bootstrap_weight_type='rademacher', # 'rademacher', 'mammen', or 'webb'
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bootstrap_weights='rademacher', # 'rademacher', 'mammen', or 'webb'
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seed=None # Random seed
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)
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```
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# Bootstrap inference with 999 iterations
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cs = CallawaySantAnna(
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n_bootstrap=999,
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bootstrap_weight_type='rademacher', # or 'mammen', 'webb'
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bootstrap_weights='rademacher', # or 'mammen', 'webb'
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seed=42
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)
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results = cs.fit(

TODO.md

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| File | Lines | Action |
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|------|-------|--------|
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| `staggered.py` | 2301 | Consider splitting to `staggered_bootstrap.py` |
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| `prep.py` | 1993 | Grew with DGP functions; consider splitting |
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| ~~`staggered.py`~~ | ~~2301~~ 1066 | ✅ Split into staggered.py, staggered_bootstrap.py, staggered_aggregation.py, staggered_results.py |
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| ~~`prep.py`~~ | ~~1993~~ 1241 | ✅ Split: DGP functions moved to `prep_dgp.py` (777 lines) |
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| `trop.py` | 1703 | Monitor size |
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| `visualization.py` | 1627 | Acceptable but growing |
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| `honest_did.py` | 1493 | Acceptable |
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**Note:** Most errors are false positives from imprecise type stubs. Mypy config in pyproject.toml already handles these via `disable_error_code`.
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### Rust Code Quality
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### ~~Rust Code Quality~~ (RESOLVED)
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Clippy reports 6 warnings (no errors):
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**Status**: Resolved in v2.1.5. All Clippy warnings addressed:
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- [ ] `rust/src/linalg.rs:32` - Define type alias for complex return type
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- [ ] `rust/src/trop.rs` - Refactor 3 functions with >7 arguments to use param structs
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- `loocv_score_for_params` (12 args)
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- `compute_weight_matrix` (9 args)
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- `estimate_model` (9 args)
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- [x] `rust/src/linalg.rs` - Added `#[allow(clippy::type_complexity)]` for complex return type, prefixed unused `n` with `_`
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- [x] `rust/src/trop.rs` - Added `#[allow(clippy::too_many_arguments)]` to internal functions
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- [x] `rust/src/weights.rs` - Replaced needless range loop with iterator
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---
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## Deprecated Code
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Deprecated parameters still present for backward compatibility:
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- [ ] `bootstrap_weight_type` in `CallawaySantAnna` (`staggered.py:746,763-771`)
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- [x] `bootstrap_weight_type` in `CallawaySantAnna` (`staggered.py`)
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- Deprecated in favor of `bootstrap_weights` parameter
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- Warning text says "removed in v2.0" - update to "v3.0" when ready
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- Also used in: README.md (2x), tutorial 02, test_staggered.py
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- ✅ Deprecation warning updated to say "removed in v3.0"
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- README.md and tutorial 02 updated to use `bootstrap_weights`
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- Remove in next major version (v3.0)
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---
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## CallawaySantAnna Bootstrap Improvements
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- [ ] Consider aligning p-value computation with R `did` package (symmetric percentile method)
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- [ ] Investigate RuntimeWarnings in influence function aggregation (`staggered.py:1722`, `staggered.py:1999-2018`)
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- Warnings: "divide by zero", "overflow", "invalid value" in matmul operations
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- Occurs during bootstrap SE computation with small sample sizes or edge cases
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- Does not affect correctness (results are still valid), but should be suppressed or handled gracefully
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- [x] ~~Investigate RuntimeWarnings in influence function aggregation~~
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- ✅ Added `np.errstate` context manager in `staggered_aggregation.py` to suppress warnings during weight influence function computation
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