Enable notebook tests to be run without editable install

Signed-off-by: Keith Battocchi <kebatt@microsoft.com>

Author: kbattocchi

.github/workflows/ci.yml

@@ -147,7 +147,7 @@ jobs:
       if: ${{ matrix.install_graphviz }}
     # Add verbose flag to pip installation if in debug mode
     - name: Install econml
-      run: uv pip install --system -e .${{ matrix.extras }} ${{ fromJSON('["","-v"]')[runner.debug] }} ${{ env.use_lkg && '-r lkg-notebook.txt' }}
+      run: uv pip install --system .${{ matrix.extras }} ${{ fromJSON('["","-v"]')[runner.debug] }} ${{ env.use_lkg && '-r lkg-notebook.txt' }}
     # Install notebook requirements (if not already done as part of lkg)
     - name: Install notebook requirements
       run: uv pip install --system jupyter jupyter-client nbconvert nbformat seaborn xgboost tqdm

econml/panel/utilities.py

@@ -1,5 +1,15 @@
 
 import numpy as np
+try:
+    import matplotlib
+    import matplotlib.pyplot as plt
+except ImportError as exn:
+    from .utilities import MissingModule
+
+    # make any access to matplotlib or plt throw an exception
+    matplotlib = plt = MissingModule("matplotlib is no longer a dependency of the main econml package; "
+                                     "install econml[plt] or econml[all] to require it, or install matplotlib "
+                                     "separately, to use the tree interpreters", exn)
 
 
 def long(x):
@@ -42,3 +52,46 @@ def wide(x):
     """
     n_units = x.shape[0]
     return x.reshape(n_units, -1)
+
+
+# Auxiliary function for adding xticks and vertical lines when plotting results
+# for dynamic dml vs ground truth parameters.
+def add_vlines(n_periods, n_treatments, hetero_inds):
+    locs, labels = plt.xticks([], [])
+    locs += [- .501 + (len(hetero_inds) + 1) / 2]
+    labels += ["\n\n$\\tau_{{{}}}$".format(0)]
+    locs += [qx for qx in np.arange(len(hetero_inds) + 1)]
+    labels += ["$1$"] + ["$x_{{{}}}$".format(qx) for qx in hetero_inds]
+    for q in np.arange(1, n_treatments):
+        plt.axvline(x=q * (len(hetero_inds) + 1) - .5,
+                    linestyle='--', color='red', alpha=.2)
+        locs += [q * (len(hetero_inds) + 1) - .501 + (len(hetero_inds) + 1) / 2]
+        labels += ["\n\n$\\tau_{{{}}}$".format(q)]
+        locs += [(q * (len(hetero_inds) + 1) + qx)
+                 for qx in np.arange(len(hetero_inds) + 1)]
+        labels += ["$1$"] + ["$x_{{{}}}$".format(qx) for qx in hetero_inds]
+    locs += [- .501 + (len(hetero_inds) + 1) * n_treatments / 2]
+    labels += ["\n\n\n\n$\\theta_{{{}}}$".format(0)]
+    for t in np.arange(1, n_periods):
+        plt.axvline(x=t * (len(hetero_inds) + 1) *
+                    n_treatments - .5, linestyle='-', alpha=.6)
+        locs += [t * (len(hetero_inds) + 1) * n_treatments - .501 +
+                 (len(hetero_inds) + 1) * n_treatments / 2]
+        labels += ["\n\n\n\n$\\theta_{{{}}}$".format(t)]
+        locs += [t * (len(hetero_inds) + 1) *
+                 n_treatments - .501 + (len(hetero_inds) + 1) / 2]
+        labels += ["\n\n$\\tau_{{{}}}$".format(0)]
+        locs += [t * (len(hetero_inds) + 1) * n_treatments +
+                 qx for qx in np.arange(len(hetero_inds) + 1)]
+        labels += ["$1$"] + ["$x_{{{}}}$".format(qx) for qx in hetero_inds]
+        for q in np.arange(1, n_treatments):
+            plt.axvline(x=t * (len(hetero_inds) + 1) * n_treatments + q * (len(hetero_inds) + 1) - .5,
+                        linestyle='--', color='red', alpha=.2)
+            locs += [t * (len(hetero_inds) + 1) * n_treatments + q *
+                     (len(hetero_inds) + 1) - .501 + (len(hetero_inds) + 1) / 2]
+            labels += ["\n\n$\\tau_{{{}}}$".format(q)]
+            locs += [t * (len(hetero_inds) + 1) * n_treatments + (q * (len(hetero_inds) + 1) + qx)
+                     for qx in np.arange(len(hetero_inds) + 1)]
+            labels += ["$1$"] + ["$x_{{{}}}$".format(qx) for qx in hetero_inds]
+    plt.xticks(locs, labels)
+    plt.tight_layout()