Agent-Skills.md

Agent Skills: PolicyEngine standalone tools

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appsID: PolicyEngine/policyengine-claude/policyengine-tools

Repository

PolicyEngine/policyengine-claude
PolicyEngineLicense: MIT
326

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skills/policyengine-tools/SKILL.md

Skill Metadata

Name
policyengine-tools
Description
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PolicyEngine standalone tools

How to build calculators, dashboards, and visualizations that deploy independently to Vercel and slot into policyengine.org as Next.js multizones. New tools are their own repos; the host (policyengine-app-v2/website/) proxies a URL path to each tool's Vercel deployment.

Required stack

  • Next.js (App Router) — not Pages Router, not Vite as the app bundler (Vite only backs Vitest). next.config.ts + app/ with layout.tsx + page.tsx, TypeScript.
  • Tailwind v4, CSS-first — no tailwind.config.{ts,js}. globals.css is exactly: 
    @import "tailwindcss";
@import "@policyengine/ui-kit/theme.css";   /* both required; Tailwind must come first */
  • PostCSS is required for Next — create postcss.config.mjs with { plugins: { "@tailwindcss/postcss": {} } } and install @tailwindcss/postcss + postcss as devDeps. (A Vite tool uses the @tailwindcss/vite plugin instead and needs no PostCSS config.) The theme.css header itself states @tailwindcss/postcss is mandatory — the older "no postcss.config" guidance was wrong.
  • @policyengine/ui-kit (bun add @policyengine/ui-kit) — use its components before building your own. See policyengine-design for the full 0.4.0 export list.
  • bun for everything (bun install, bun run build, bunx; bun.lock committed).
  • Vercel deploy under the policy-engine scope. Static-only tools may use output: 'export'; tools with a Modal backend stay server-rendered.

Scaffold: bunx create-next-app@latest my-tool --ts --app --tailwind --eslint --import-alias "@/*", then bun add @policyengine/ui-kit and set up globals.css as above.

ui-kit components (verified 0.4.0)

Prefer these over hand-rolled equivalents; import from @policyengine/ui-kit:

| Need | Component | |---|---| | Page shell / layout | DashboardShell, SidebarLayout, SingleColumnLayout, InputPanel, ResultsPanel, Stack, Group, Container | | Header + footer | Header, Footer (Header props: navItems, logoSrc, linkComponent, countries — not variant/navLinks) | | Inputs | CurrencyInput, NumberInput, SelectInput, CheckboxInput, SliderInput, InputGroup | | Primitives | Button, Card, Badge, Tabs, Dialog, Select, Tooltip, Alert, Switch, SegmentedControl, … | | Display | MetricCard, SummaryText, DataTable, PolicyEngineWatermark | | Charts | ChartContainer, PEBarChart, PELineChart, PEAreaChart, PEWaterfallChart | | Maps | USDistrictChoroplethMap, UKConstituencyChoroplethMap, HexagonalMap, HouseholdGraph | | Utils | formatCurrency, formatPercent, formatNumber, cn, logos |

Only build custom when nothing above fits. getCssVar() does not exist — SVG accepts var().

Multizone integration

The host proxies a path to your tool via rewrites in policyengine-app-v2/website/next.config.ts. basePath governs route URLs; assetPrefix governs static asset URLs (_next/static/*). Pick the zone pattern from how many public paths the zone owns:

  • Path-mounted (one public path matching the kebab repo name): basePath: '/us/my-tool'. Server-rendered builds need no assetPrefix — basePath scopes _next/static automatically.
  • Root-served (multiple public paths, e.g. /us/api + /uk/api): no basePath; set assetPrefix: '/_zones/<repo-name>' so assets don't collide with the host.

Host rewrite (in beforeFiles, so it beats the dynamic [slug] route), hardcoded to the zone's production Vercel URL:

{ source: '/us/my-tool',        destination: 'https://my-tool.vercel.app/us/my-tool' },
{ source: '/us/my-tool/:path*', destination: 'https://my-tool.vercel.app/us/my-tool/:path*' },

Static-export zones (output: 'export') need three coordinated pieces — omit any and that environment 404s its JS/CSS:

  1. Zone next.config.mjs exports a function and phase-gates the prefix so next dev still resolves assets: assetPrefix: phase === PHASE_DEVELOPMENT_SERVER ? undefined : '/_zones/my-tool', plus output: 'export', basePath, trailingSlash: true.
  2. Zone vercel.json with "framework": null (the Next preset silently drops vercel.json rewrites), explicit buildCommand/outputDirectory: "out", "trailingSlash": true, and self-rewrites mapping basePath routes + /_zones/<repo>/_next/* onto the export root. Use regex :path(.*) (not :path*) so trailing-slash URLs match.
  3. Host asset rewrite: { source: '/_zones/my-tool/:path*', destination: 'https://my-tool.vercel.app/_zones/my-tool/:path*' }.

Mandatory rules:

  • Cross-zone navigation uses <a>, not next/link — client-side routing breaks across zones.
  • Favicon via the file convention — drop app/icon.png (and app/apple-icon.png, PNG only, 180×180). Next auto-prefixes the basePath. Do not use metadata.icons URLs; they are not basePath-prefixed and 404 under multizone.
  • Render shared chrome from ui-kit (Header/Footer) so the zone looks native.
  • App-specific provenance (policyengine.py version, static-estimate caveats) belongs in the tool's methodology footnote, never the shared header/footer.

Deployment gotchas

  • Vercel auto-assigns a non-deterministic URL suffix (e.g. marriage-zeta-beryl.vercel.app). Read the actual URL after first deploy and hardcode that in the host rewrite / apps.json — never guess it.
  • Deployment Protection returns 401. Custom aliases can inherit protection; use the auto-assigned production *.vercel.app URL as the rewrite/iframe source, and disable Deployment Protection for the project if the host proxy gets 401s.
  • Deploy with vercel --prod --scope policy-engine. If package.json is in a subdir, set the Vercel project Root Directory in the dashboard — don't fight it with a root vercel.json cd subdir && command (the framework detector fails: "No Next.js version detected").

Legacy iframe embedding

Only for legacy tools and the obbba-iframe / custom apps.json types — new tools use multizone. Register in policyengine-app-v2/website/src/data/apps.json (type, slug, title, source = auto-assigned Vercel URL, countryId, and for displayWithResearch: image, date, authors). Embedded tools read country from the injected hash (const isEmbedded = window.self !== window.top; #country=uk) and point share URLs at policyengine.org/{country}/{slug}, not the Vercel URL.

Data and backend patterns

Never paste ad-hoc computed numbers into source. Always: Python script → data file (JSON/CSV) → frontend imports it. Pick by need:

  • A — Precomputed JSON/CSV: finite scenarios (legislative trackers, static analyses). A scripts/*.py microsimulation writes to public/data/; the frontend imports it. Zero latency, works offline.
  • B — v1 PolicyEngine API (https://api.policyengine.org): household-level calc across user-entered income/family/state. POST /{country}/calculate with a household payload, or the stateful household/economy flow. Always up to date; network latency. See policyengine-api.
  • C — Custom Modal backend: only when the v1 API can't do it (society-wide microsim, custom reform params, non-standard entities). Pattern below.

Pattern C: Modal gateway + worker + polling

Society-wide microsims exceed Modal's ~150 s gateway timeout, so use non-blocking job submit + poll. Two resource profiles: a cheap always-on gateway (HTTP routing only, no policyengine dep) and expensive workers that scale to zero.

Four files keep module-level imports safe (policyengine/pydantic only exist inside the Modal image, not at import time):

| File | Module-level imports | Role | |---|---|---| | backend/_image_setup.py | none (imports inside the fn body) | snapshot_models() run at image build for fast cold starts | | backend/simulation.py | top-level policyengine (population) + policyengine_us/_uk Simulation (household) — captured in the snapshot | pure business logic, no Modal | | backend/app.py | only modal | worker functions | | backend/modal_app.py | modal, fastapi, pydantic | lightweight gateway |

Worker functions get high CPU/memory but must scale to zero — never set keep_warm or min_containers; the image snapshot (.run_function(snapshot_models)) makes cold starts ~2 s.

# backend/app.py — workers
import modal
from _image_setup import snapshot_models
app = modal.App("my-tool-workers")
image = (modal.Image.debian_slim(python_version="3.11")
         .pip_install("policyengine[us]==X.Y.Z", "pydantic")   # top-level release (>=5.0.1): pins matched country model + certified data bundle
         .run_function(snapshot_models)
         .add_local_file("backend/simulation.py", remote_path="/root/simulation.py"))

@app.function(image=image, cpu=8.0, memory=32768, timeout=3600)   # no keep_warm / min_containers
def compute_statewide(params: dict) -> dict:
    from simulation import run_statewide
    return run_statewide(params)

Society-wide endpoints in simulation.py compute through the managed path — import policyengine as pe; sim = pe.us.managed_microsimulation(reform=...) (same weighted MicroSeries surface: .calc() US / .calculate() UK; provenance on sim.policyengine_bundle) — never a directly-imported country-package Microsimulation, whose default dataset can lag the certified bundle. Household-level endpoints may use from policyengine_us import Simulation. Pre-cache the certified dataset by constructing the managed microsim inside snapshot_models() (UK builds need HUGGING_FACE_TOKEN — private dataset repo). Details: the policyengine skill.

# backend/modal_app.py — gateway (spawn + poll)
import modal
from fastapi import FastAPI
app = modal.App("my-tool")
web_app = FastAPI()

@web_app.post("/submit/{endpoint}")
def submit(endpoint: str, params: dict):
    fn = modal.Function.from_name("my-tool-workers", "compute_statewide")
    return {"job_id": fn.spawn(params).object_id}

@web_app.get("/status/{job_id}")
def status(job_id: str):
    from modal.functions import FunctionCall
    call = FunctionCall.from_id(job_id)
    try:
        return {"status": "ok", "result": call.get(timeout=0)}
    except TimeoutError:
        return {"status": "computing"}

@app.function(image=modal.Image.debian_slim().pip_install("fastapi", "pydantic"), memory=256)
@modal.asgi_app()          # full FastAPI app; use @modal.fastapi_endpoint for a single route
def fastapi_app():
    return web_app

The frontend submits then polls with a React Query hook (refetchInterval while status === "computing"). Deploy footgun: unset MODAL_TOKEN_ID MODAL_TOKEN_SECRET before modal deploy — a stale token env var silently deploys to the wrong workspace. Deploy workers first (builds the snapshot), then the gateway; URL is https://policyengine--my-tool-fastapi-app.modal.run. Set it as NEXT_PUBLIC_API_URL in Vercel. Modal apps can silently disappear — if the frontend gets network errors, curl the URL and redeploy on 404.

Charts

Prefer ui-kit's chart components (PEBarChart, PELineChart, ChartContainer) — they own round-tick and formatting logic. When hand-rolling Recharts:

  • Colors: pass var(--chart-1) … var(--chart-5) directly to SVG fill/stroke; grid and chrome use var(--border) / var(--foreground). Never hardcode hex.
  • Round ticks: set niceTicks="snap125" on every numeric <XAxis>/<YAxis> (recharts ≥3.8 — a PolicyEngine-contributed prop; verify your resolved recharts version first, e.g. app-v2's lockfile still resolves 3.7.0 where the prop is silently ignored). snap125 snaps tick steps to {1, 2, 2.5, 5}×10ⁿ for human-round labels; pair it with domain={["auto", "auto"]} because the default [0, 'auto'] domain clamps the minimum and breaks tick calculation for data that doesn't start at 0. Below 3.8, control ticks with tickFormatter, tickCount, or an explicit ticks={[…]} array.
  • Tooltip: set separator=": " (the default has a leading space).
  • Currency: sign before symbol — -$31, never $-31. Use Intl.NumberFormat (or ui-kit's formatCurrency), never string concatenation: 
    const fmt = (v: number) => v.toLocaleString("en-US", { style: "currency", currency: "USD", maximumFractionDigits: 0 });
  • Wrap in ResponsiveContainer with an explicit height; dot={false} for dense lines.

See policyengine-design for the color tokens and the Plotly house style (maps/Python).

SEO (dual-mode)

Most SEO is generic; the PolicyEngine-specific part is dual-mode canonical. A tool exists at both its *.vercel.app URL and the policyengine.org/{country}/{slug} path. Set a single <link rel="canonical"> pointing at the policyengine.org path (the surface users, ads, and Google should index) to avoid duplicate-content dilution. Under Next multizone the host route is the public URL, so per-route generateMetadata (title, description, canonical, OG) must be server-rendered — do not gate SEO tags on isEmbedded.

Verification

curl 200 does not mean the app renders — bun run build is the compile check. Check lsof -i :<port> before claiming the dev server runs. You cannot visually verify; hand off to the user after a green build. Sentence case on all UI text. Add PR CI (bun install, lint, test, bun run build) before launch.

Related skills

  • policyengine-app — the host site (policyengine.org) and its multizone registry
  • policyengine-design — ui-kit 0.4.0 components, tokens, chart colors, Plotly style
  • policyengine-api — v1/v2 API surfaces for Pattern B
  • policyengine (Python) — microsimulation for Pattern A/C data scripts