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Merged
cmgosnell merged 15 commits into from
Mar 31, 2026
Merged

Integrate last 4 RUS tables #5145

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0246bae
draft schema and column renaming for last 4 rus tables
cmgosnell Mar 30, 2026
b3c1538
initial transforms of three of four tables
cmgosnell Mar 30, 2026
b711db6
transform the two part depreciaiton table
cmgosnell Mar 31, 2026
ec65635
rename depish table to be more consistent w/ ferc1
cmgosnell Mar 31, 2026
99cca91
field definition -> schema migrations
cmgosnell Mar 31, 2026
b4bb9d6
add validations for rus7 table
cmgosnell Mar 31, 2026
9049892
add rus12 util plant changes validations
cmgosnell Mar 31, 2026
81d1bf6
Merge branch 'main' into rus-final
cmgosnell Mar 31, 2026
7a6453b
add validations to rus12 non-utility asset tables
cmgosnell Mar 31, 2026
774ceab
add rus12 depreciation misc validations
cmgosnell Mar 31, 2026
36c978d
borken validations for depreciation
cmgosnell Mar 31, 2026
96a4e45
depreciation changes validtions
cmgosnell Mar 31, 2026
54a6926
fix field descriptions, etc, responding to pr comments
cmgosnell Mar 31, 2026
437f983
final validation fixes
cmgosnell Mar 31, 2026
7a2862d
ahhhhhh i mixed up less then with greater than when will my dyslexic …
cmgosnell Mar 31, 2026
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2 changes: 1 addition & 1 deletion src/pudl/extract/rus12.py
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Expand Up @@ -116,7 +116,7 @@ def _raw_rus12__page(raw_rus12__all_dfs: dict[str, pd.DataFrame]):
"loan_guarantees",
"non_utility_plant",
"external_financial_risk_ratio",
"utility_plant",
"utility_plant_changes",
"utility_plant_accumulated_depreciation",
]
]
32 changes: 32 additions & 0 deletions src/pudl/metadata/enums.py
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Expand Up @@ -1082,3 +1082,35 @@
"transmission_line",
"total",
]

UTILITY_PLANT_GROUP_RUS7 = ["utility_plant_in_service", "total_utility_plant"]
UTILITY_PLANT_ITEM_RUS7 = [
"construction_work_in_progress",
"total",
"all_other",
"distribution",
"general",
"headquarters",
"intangibles",
"transmission",
"regional_transmission_and_market_operation",
]

UTILITY_PLANT_GROUP_RUS12 = [
"intangible_plant",
"production_plant",
"transmission_plant",
"distribution_plant",
"electric_plant_in_service", # total = all the plants above totals + 2 sub-components
"utility_plant_in_service", # total = electric_plant_in_service + 7 sub-components
"total_utility_plant", # total = utility_plant_in_service + 1 sub-components
]

DEPRECIATION_ITEMS_MISC_RUS12 = [
"annual_accrual_charged_to_expense",
"annual_accrual_charged_to_other_accounts",
"book_cost_property_retired",
"removal_cost_property_retired",
"salvage_material_from_property_retired",
"renewal_and_replacement_cost",
]
119 changes: 119 additions & 0 deletions src/pudl/metadata/resources/rus12.py
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Expand Up @@ -700,6 +700,125 @@
},
}

RESOURCE_METADATA_BASE_DRAFT = {
"core_rus12__yearly_utility_plant_changes": {
"description": {
"additional_summary_text": ("changes in utility plant"),
"additional_source_text": "(Part H - Section A)",
"usage_warnings": ["aggregation_hazard"],
"additional_details_text": (
"There are a few layers of nesting in this table, which can be distinguished by "
"the categories in the `utility_plant_group` column:\n\n"
" * intangible_plant: only has one total utility_plant_item\n"
" * production_plant: has several sub-component utility_plant_item and a standard total\n"
" * transmission_plant: has several sub-component utility_plant_item and a standard total\n"
" * distribution_plant: has several sub-component utility_plant_item and a standard total\n"
" * electric_plant_in_service: has two sub-components and a total which includes those sub-components and the totals of the above categories\n"
" * utility_plant_in_service: has several sub-components and the total is the sum of those sub-components as well as the total of electric_plant_in_service\n"
" * total_utility_plant: has one sub-component and the total is the sum of the sub-component and utility_plant_in_service\n\n"
),
},
"schema": {
"fields": [
"report_date",
"borrower_id_rus",
"utility_plant_group", # enum UTILITY_PLANT_GROUP_RUS12
"utility_plant_item", # enum bigger group
"retirements",
"additions",
"adjustments_and_transfers",
"ending_balance",
"is_total",
],
"primary_key": [
"report_date",
"borrower_id_rus",
"utility_plant_group",
"utility_plant_item",
],
},
"sources": ["rus12"],
"etl_group": "rus12",
"field_namespace": "rus",
},
"core_rus12__yearly_accumulated_depreciation_changes": {
"description": {
"additional_summary_text": ("changes in accumulated depreciation."),
"additional_source_text": "(Part H - Section B)",
},
"schema": {
"fields": [
"report_date",
"borrower_id_rus",
"depreciation_and_amortization_group",
"depreciation_and_amortization_item",
"comp_rate",
"accruals",
"retirements_less_net_salvage",
"adjustments_and_transfers",
"ending_balance",
"is_total",
],
"primary_key": [
"report_date",
"borrower_id_rus",
"utility_plant_group",
"utility_plant_item",
],
},
"sources": ["rus12"],
"etl_group": "rus12",
"field_namespace": "rus",
},
"core_rus12__yearly_accumulated_depreciation": { # QUESTION: is this a misc table?
"description": {
"additional_summary_text": ("accumulated depreciation."),
"additional_source_text": "(Part H - 2nd part of Section B)",
"additional_details_text": (
"This is the second half of the depreciation table. "
"It includes ending balances of six depreciation and amortization values."
),
},
"schema": {
"fields": [
"report_date",
"borrower_id_rus",
"depreciation_and_amortization_item",
"ending_balance",
],
"primary_key": [
"report_date",
"borrower_id_rus",
"depreciation_and_amortization_item",
],
},
"sources": ["rus12"],
"etl_group": "rus12",
"field_namespace": "rus",
},
"core_rus12__yearly_non_utility_plant_changes": {
"description": {
"additional_summary_text": ("changes in non-utility plant."),
"additional_source_text": "(Part H - Section C)",
},
"schema": {
"fields": [
"report_date",
"borrower_id_rus",
"non_utility_plant_item", # non_utility_property| provision_for_depreciation_and_amortization_of_non_utility_plant
"additions",
"retirements",
"adjustments_and_transfers",
"ending_balance",
],
"primary_key": ["report_date", "borrower_id_rus", "non_utility_plant_item"],
},
"sources": ["rus12"],
"etl_group": "rus12",
"field_namespace": "rus",
},
}


RESOURCE_METADATA = RESOURCE_METADATA_BASE | core_to_out_harvested_resources(
HARVESTED_CORE_TABLES_RUS12,
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31 changes: 31 additions & 0 deletions src/pudl/metadata/resources/rus7.py
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Expand Up @@ -668,6 +668,37 @@
},
}

RESOURCE_METADATA_BASE_DRAFT = {
"core_rus7__yearly_utility_plant_changes": {
"description": {
"additional_summary_text": ("changes in utility plant"),
"additional_source_text": "(Part E)",
"usage_warnings": ["aggregation_hazard"],
},
"schema": {
"fields": [
"report_date",
"borrower_id_rus",
"utility_plant_group", # enum UTILITY_PLANT_GROUP_RUS7
"utility_plant_item", # enum bigger group
"retirements",
"additions",
"adjustments_and_transfers",
"ending_balance",
"is_total",
],
"primary_key": [
"report_date",
"borrower_id_rus",
"utility_plant_group",
"utility_plant_item",
],
},
"sources": ["rus7"],
"etl_group": "rus7",
"field_namespace": "rus",
},
}

RESOURCE_METADATA = RESOURCE_METADATA_BASE | core_to_out_harvested_resources(
HARVESTED_CORE_TABLES_RUS7,
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2 changes: 1 addition & 1 deletion src/pudl/package_data/rus12/column_maps/non_utility_plant.csv
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@@ -1,4 +1,4 @@
year_index,borrower_id_rus,borrower_name_rus,report_year,report_month,non_utility_plant_additions,non_utility_plant_retirements,non_utility_plant_adjustments_and_transfers,non_utility_plant_ending_balance,provision_for_depreciation_and_amortization_of_non_utility_plant_additions,provision_for_depreciation_and_amortization_of_non_utility_plant_retirements,provision_for_depreciation_and_amortization_of_non_utility_plant_adjustments,provision_for_depreciation_and_amortization_of_non_utility_plant_ending_balance
year_index,borrower_id_rus,borrower_name_rus,report_year,report_month,property_additions,property_retirements,property_adjustments_and_transfers,property_ending_balance,provision_for_depreciation_and_amortization_additions,provision_for_depreciation_and_amortization_retirements,provision_for_depreciation_and_amortization_adjustments_and_transfers,provision_for_depreciation_and_amortization_ending_balance
2006,rusborrowerid,borrowername,year,period,nonutilityadditions,nonutilityretirements,nonutilityadjustments,nonutilitybalanceendofyear,provisionadditions,provisionretirements,provisionadjustments,provisionbalanceendofyear
2007,rusborrowerid,borrowername,year,period,nonutilityadditions,nonutilityretirements,nonutilityadjustments,nonutilitybalanceendofyear,provisionadditions,provisionretirements,provisionadjustments,provisionbalanceendofyear
2008,rusborrowerid,borrowername,year,period,nonutilityadditions,nonutilityretirements,nonutilityadjustments,nonutilitybalanceendofyear,provisionadditions,provisionretirements,provisionadjustments,provisionbalanceendofyear
Expand Down
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