Add JOSS paper for submission

.github/workflows/draft-pdf.yml

@@ -0,0 +1,23 @@
+on:
+  push:
+    paths:
+      - paper.md
+      - paper.bib
+  pull_request:
+    paths:
+      - paper.md
+      - paper.bib
+
+jobs:
+  paper:
+    runs-on: ubuntu-latest
+    name: Draft PDF
+    steps:
+      - uses: actions/checkout@v4
+      - uses: openjournals/openjournals-draft-action@master
+        with:
+          journal: joss
+      - uses: actions/upload-artifact@v4
+        with:
+          name: paper
+          path: paper.pdf

CITATION.cff

@@ -0,0 +1,41 @@
+cff-version: 1.2.0
+message: "If you use this software, please cite it as below."
+type: software
+title: "microdf: Weighted DataFrames and Series for Survey Microdata Analysis"
+url: "https://github.com/PolicyEngine/microdf"
+repository-code: "https://github.com/PolicyEngine/microdf"
+abstract: "Weighted pandas DataFrames and Series for survey microdata, with distributional statistics including weighted quantiles, Gini, income shares and Foster-Greer-Thorbecke poverty measures."
+license: MIT
+version: 1.5.9
+doi: 10.5281/zenodo.22829459
+identifiers:
+  - type: doi
+    value: 10.5281/zenodo.22829459
+    description: "Concept DOI, resolving to the latest archived version"
+  - type: doi
+    value: 10.5281/zenodo.22831047
+    description: "Archived version 1.5.9"
+authors:
+  - family-names: Ahmadi
+    given-names: Vahid
+    orcid: "https://orcid.org/0009-0004-1093-6272"
+    affiliation: "PolicyEngine, Washington, DC, United States"
+  - family-names: Ghenis
+    given-names: Max
+    orcid: "https://orcid.org/0000-0002-1335-8277"
+    affiliation: "PolicyEngine, Washington, DC, United States"
+  - family-names: Juaristi
+    given-names: María
+    orcid: "https://orcid.org/0009-0007-4946-2248"
+    affiliation: "PolicyEngine, Washington, DC, United States"
+  - family-names: Woodruff
+    given-names: Nikhil
+    orcid: "https://orcid.org/0009-0009-5004-4910"
+    affiliation: "PolicyEngine, Washington, DC, United States"
+keywords:
+  - survey statistics
+  - microdata
+  - inequality
+  - poverty
+  - pandas
+  - Python

CODE_OF_CONDUCT.md

@@ -0,0 +1,64 @@
+# Contributor covenant code of conduct
+
+## Our pledge
+
+We as members, contributors, and leaders pledge to make participation in our
+community a harassment-free experience for everyone, regardless of age, body
+size, visible or invisible disability, ethnicity, sex characteristics, gender
+identity and expression, level of experience, education, socio-economic status,
+nationality, personal appearance, race, religion, or sexual identity
+and orientation.
+
+We pledge to act and interact in ways that contribute to an open, welcoming,
+diverse, inclusive, and healthy community.
+
+## Our standards
+
+Examples of behavior that contributes to a positive environment for our
+community include:
+
+* Demonstrating empathy and kindness toward other people
+* Being respectful of differing opinions, viewpoints, and experiences
+* Giving and gracefully accepting constructive feedback
+* Accepting responsibility and apologizing to those affected by our mistakes,
+  and learning from the experience
+* Focusing on what is best not just for us as individuals, but for the
+  overall community
+
+Examples of unacceptable behavior include:
+
+* The use of sexualized language or imagery, and sexual attention or
+  advances of any kind
+* Trolling, insulting or derogatory comments, and personal or political attacks
+* Public or private harassment
+* Publishing others' private information, such as a physical or email
+  address, without their explicit permission
+* Other conduct which could reasonably be considered inappropriate in a
+  professional setting
+
+## Enforcement responsibilities
+
+Community leaders are responsible for clarifying and enforcing our standards of
+acceptable behavior and will take appropriate and fair corrective action in
+response to any behavior that they deem inappropriate, threatening, offensive,
+or harmful.
+
+## Scope
+
+This Code of Conduct applies within all community spaces, and also applies when
+an individual is officially representing the community in public spaces.
+
+## Enforcement
+
+Instances of abusive, harassing, or otherwise unacceptable behavior may be
+reported to the community leaders responsible for enforcement at
+hello@policyengine.org. All complaints will be reviewed and investigated
+promptly and fairly.
+
+## Attribution
+
+This Code of Conduct is adapted from the [Contributor Covenant][homepage],
+version 2.0, available at
+https://www.contributor-covenant.org/version/2/0/code_of_conduct.html.
+
+[homepage]: https://www.contributor-covenant.org

changelog.d/joss-paper.added.md

@@ -0,0 +1 @@
+- Added a JOSS paper, a citation file, a code of conduct, and a workflow that builds a draft PDF of the paper.

paper.bib

@@ -0,0 +1,143 @@
+@article{policyengine_py,
+  author    = {Ahmadi, Vahid and Ghenis, Max and Woodruff, Nikhil and Makarchuk, Pavel and Volk, Anthony},
+  title     = {{policyengine}: A Microsimulation Tool for Tax-Benefit Policy Analysis},
+  journal   = {Journal of Open Source Software},
+  publisher = {The Open Journal},
+  volume    = {11},
+  number    = {125},
+  pages     = {11115},
+  year      = {2026},
+  doi       = {10.21105/joss.11115},
+  url       = {https://doi.org/10.21105/joss.11115}
+}
+
+@misc{arnold_ventures,
+  title={Public Finance Program},
+  author={{Arnold Ventures}},
+  year={2023},
+  note={Grant to PolicyEngine for congressional district-level policy analysis},
+  url={https://www.arnoldventures.org/work/public-finance}
+}
+
+@misc{nsf_pose,
+  title={{POSE}: Phase {I}: {PolicyEngine} -- Advancing Public Policy Analysis},
+  author={{National Science Foundation}},
+  year={2025},
+  note={Award 2518372. PI: Max Ghenis, PSL Foundation. \$299,974},
+  url={https://www.nsf.gov/awardsearch/showAward.jsp?AWD_ID=2518372}
+}
+
+@online{neo_philanthropy,
+  title={{NEO Philanthropy} Awards \$200,000 Grant to {PolicyEngine}},
+  author={Ghenis, Max},
+  year={2024},
+  url={https://policyengine.org/us/research/neo-philanthropy}
+}
+
+@software{claude2026,
+  title={{Claude}},
+  author={{Anthropic}},
+  year={2026},
+  note={Used for code refactoring, test authoring and drafting assistance},
+  url={https://www.anthropic.com/claude}
+}
+
+@misc{nuffield2024grant,
+  title={Enhancing, localising and democratising tax-benefit policy analysis},
+  author={{Nuffield Foundation}},
+  year={2024},
+  note={General Election Analysis and Briefing Fund grant to PolicyEngine},
+  url={https://www.nuffieldfoundation.org/project/enhancing-localising-and-democratising-tax-benefit-policy-analysis}
+}
+@inproceedings{mckinney2010pandas,
+  author    = {McKinney, Wes},
+  title     = {Data Structures for Statistical Computing in {P}ython},
+  booktitle = {Proceedings of the 9th Python in Science Conference},
+  pages     = {56--61},
+  year      = {2010},
+  doi       = {10.25080/Majora-92bf1922-00a}
+}
+
+@software{pandas2020,
+  author    = {{The pandas development team}},
+  title     = {{pandas-dev/pandas}: {pandas}},
+  publisher = {Zenodo},
+  year      = {2020},
+  doi       = {10.5281/zenodo.3509134},
+  url       = {https://doi.org/10.5281/zenodo.3509134}
+}
+
+@inproceedings{seabold2010statsmodels,
+  author    = {Seabold, Skipper and Perktold, Josef},
+  title     = {{statsmodels}: Econometric and statistical modeling with {P}ython},
+  booktitle = {Proceedings of the 9th Python in Science Conference},
+  year      = {2010},
+  doi       = {10.25080/Majora-92bf1922-011}
+}
+
+@article{foster1984fgt,
+  author  = {Foster, James and Greer, Joel and Thorbecke, Erik},
+  title   = {A Class of Decomposable Poverty Measures},
+  journal = {Econometrica},
+  volume  = {52},
+  number  = {3},
+  pages   = {761--766},
+  year    = {1984},
+  doi     = {10.2307/1913475}
+}
+
+@article{lumley2004survey,
+  author  = {Lumley, Thomas},
+  title   = {Analysis of Complex Survey Samples},
+  journal = {Journal of Statistical Software},
+  volume  = {9},
+  number  = {8},
+  pages   = {1--19},
+  year    = {2004},
+  doi     = {10.18637/jss.v009.i08}
+}
+
+@book{lumley2010complex,
+  author    = {Lumley, Thomas},
+  title     = {Complex Surveys: A Guide to Analysis Using {R}},
+  publisher = {John Wiley and Sons},
+  year      = {2010},
+  doi       = {10.1002/9780470580066}
+}
+
+@article{samplics,
+  author  = {Diallo, Mamadou S.},
+  title   = {{samplics}: a {P}ython Package for selecting, weighting and analyzing data from complex sampling designs},
+  journal = {Journal of Open Source Software},
+  volume  = {6},
+  number  = {66},
+  pages   = {3376},
+  year    = {2021},
+  doi     = {10.21105/joss.03376}
+}
+
+@book{wolter2007variance,
+  author    = {Wolter, Kirk M.},
+  title     = {Introduction to Variance Estimation},
+  edition   = {2},
+  publisher = {Springer},
+  year      = {2007},
+  doi       = {10.1007/978-0-387-35099-8}
+}
+
+@inproceedings{fay1995successive,
+  author    = {Fay, Robert E. and Train, George F.},
+  title     = {Aspects of Survey and Model-Based Postcensal Estimation of Income and Poverty Characteristics for States and Counties},
+  booktitle = {Proceedings of the Section on Government Statistics},
+  publisher = {American Statistical Association},
+  pages     = {154--159},
+  year      = {1995}
+}
+
+@manual{convey,
+  title   = {{convey}: Income Concentration Analysis with Complex Survey Samples},
+  author  = {Pessoa, Djalma and Damico, Anthony and Jacob, Guilherme},
+  year    = {2026},
+  note    = {R package version 1.0.1},
+  url     = {https://CRAN.R-project.org/package=convey}
+}