300 lines
14 KiB
Python
300 lines
14 KiB
Python
from db import get_bill_data, get_bill_types, get_bill_freqs, set_bill_type_growth, new_bill
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from defines import END_YEAR
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import datetime
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# give a bill dat in format YYYY-MM-DD, return quarter (1-4)
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def qtr(d):
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m = int(d[5:7])
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return ( (m-1)//3 + 1 )
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def find_next_bill( bill_type, bill_info, bill_date ):
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wanted_year = int(bill_date[:4])
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wanted_mm = int(bill_date[5:7])
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# if we want a bill after our last year, just return None
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if int(wanted_year) > int(bill_info[bill_type]['last_bill_year']):
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return None
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for yr in range( wanted_year, bill_info[bill_type]['last_bill_year']+1 ):
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# start with bills in the year wanted (if any)
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if yr in bill_info[bill_type]['year']:
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for bill in bill_info[bill_type]['year'][yr][::-1]:
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bill_mm = int(bill['bill_date'][5:7])
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# if bill is in this year but later OR its a later year, return this bill
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if (wanted_year == yr and bill_mm > wanted_mm) or wanted_year < yr:
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return bill
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# failsafe
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return None
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def find_previous_bill( bill_type, bill_info, bill_date ):
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wanted_year = int(bill_date[:4])
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wanted_mm = int(bill_date[5:7])
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# if we don't have a bill before this date, no way to set price
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if int(wanted_year) < int(bill_info[bill_type]['first_bill_year']):
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return None
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# start loop from bill_date, go backwards and find which one it is (same year, should be month-based)
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# earlier year, then just last one from the year.
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yr_range=range( wanted_year, bill_info[bill_type]['first_bill_year'], -1 )
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if wanted_year == int(bill_info[bill_type]['first_bill_year']):
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# range of this year with -1, does not return anything, so force this year.
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yr_range=[ wanted_year ]
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for yr in yr_range:
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# start with bills in the year wanted (if any)
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# must include 'estimated' bills to deal with growth of future years
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if yr in bill_info[bill_type]['year']:
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# okay, we have the previous billing year, and we wanted one for a year in the future,
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# just return the last one in this year as its the most recent
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if wanted_year > yr:
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return bill_info[bill_type]['year'][yr][-1]
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else:
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# lets go through the newest to oldest of these bills
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for bill in bill_info[bill_type]['year'][yr][::-1]:
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bill_mm = int(bill['bill_date'][5:7])
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# reversing the bills, means we start with the 'most recent' in this year to the oldest
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# if the month we want is after the bill, we are done
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if wanted_mm > bill_mm:
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return bill
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return None
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def new_estimated_bill( bill_info, yr, bill_type, amt, new_date ):
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# add to DB
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new_bill( bill_type, amt, new_date, 1 )
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# patch this data back into bill_info so growth works in future
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if not yr in bill_info[bill_type]['year']:
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bill_info[bill_type]['year'][yr]=[]
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bill={}
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bill['bill_date']=new_date
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bill['amount']=amt
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bill['estimated']=1
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# need this for find_previous_bill to work but only need the above 3 fields
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bill_info[bill_type]['year'][yr].append(bill)
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return
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# missing annual bill, find date based on MM-DD and add new year - given we start with first_bill anyway, will only be used for future bill predictions
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# future only, so add ann_growth (based on drop-down) for each future year
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# NOTE: only ever called when there is a need to add a new bill
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def add_missing_annual_bill_in_yr( bill_type, bill_info, yr ):
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mm_dd = bill_info[bill_type]['last_bill']['bill_date'][5:]
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amt = bill_info[bill_type]['last_bill']['amount']
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# okay the missing bill is before the first bill...
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for i in range( bill_info[bill_type]['last_bill_year'], yr ):
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amt += amt * bill_info[bill_type]['growth']/100
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# last param is estimated (and this is an estimate for a future bill / not real)
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new_estimated_bill( bill_info, yr, bill_type, amt, f'{yr}-{mm_dd}' )
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return
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# missing quarterly bill, find date based on MM-DD and ??? - can have missing bilsl in first year
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# add growth (based on drop-down) for each future year
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def add_missing_quarter_bills_in_yr( bill_type, bill_info, yr ):
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# okay we have data for this year but some missing (wouldnt be here otherwise)
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# and data from previous year... lets fill in gaps
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if yr in bill_info[bill_type]['year'] and yr-1 in bill_info[bill_type]['year']:
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# per if above, ONLY get here if we have first few bills of {yr}, cannot be last few
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have_q = qtr( bill_info[bill_type]['year'][yr][0]['bill_date'] )
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for q in range(have_q+1,5):
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# use 5-q, as bills are in descending order in bill_info, e.g. q4 is 1st,
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bill=bill_info[bill_type]['year'][yr-1][4-q]
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mm_dd= bill['bill_date'][5:]
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amt = bill['amount']*(1+bill_info[bill_type]['growth']/100)
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new_date = f'{yr}-{mm_dd}'
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new_estimated_bill( bill_info, yr, bill_type, amt, new_date )
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# for now only add full new years based on last year with ann_growth (seasonal)
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if yr not in bill_info[bill_type]['year'] and yr-1 in bill_info[bill_type]['year']:
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for bill in bill_info[bill_type]['year'][yr-1]:
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mm_dd= bill['bill_date'][5:]
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amt = bill['amount']*(1+bill_info[bill_type]['growth']/100)
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new_estimated_bill( bill_info, yr, bill_type, amt, f'{yr}-{mm_dd}' )
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return
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# missing monthly bills, find date based on DD and put in each missing month
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# add growth (based on drop-down) for each future year
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# NOTE: ALWAYS called for first year - don't always add bills/see below
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def add_missing_monthly_bills_in_yr( bill_type, bill_info, yr ):
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# start date arithmetic from first bill (this is possibly an issue if monthly is not
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# really perfectly the same each month, but its only for an estimate so should be ok
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dd = bill_info[bill_type]['first_bill']['bill_date'][8:]
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mm = bill_info[bill_type]['first_bill']['bill_date'][5:7]
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lb_mm = bill_info[bill_type]['last_bill']['bill_date'][5:7]
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#okay add monthly bills for the rest of this year if its the first year
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if bill_info[bill_type]['first_bill_year'] == yr:
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start_m=int(mm)
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else:
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start_m=0
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# fill in rest of this year
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for i in range( start_m+1, 13 ):
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bill_found=False
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new_date = f'{yr}-{i:02d}-{dd}'
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if yr in bill_info[bill_type]['year']:
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for b in bill_info[bill_type]['year'][yr]:
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# this bill exists, skip adding it (this occurs when called to
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# add bills as there are < 12 bills in first_year, BUT, we
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# don't fill before first_bill so the < 12 ALWAYS triggers
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if str(b['bill_date']) == new_date:
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bill_found=True
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break
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if not bill_found:
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pb=find_previous_bill( bill_type, bill_info, new_date )
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nb=find_next_bill( bill_type, bill_info, new_date )
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if not pb:
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print("Failed to find previous_bill, can't calculate missing bill - returning" )
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return
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amt = pb['amount']
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# if there is no next bill then use growth, otherwise, I am only putting in real bills
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# where changes occur, so keep the pb amount 'unchanged'
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if not nb:
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# if this month is the same as the last bill month and as per above
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# we don't have a bill for this date, then add annual grotwh
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if i == int(lb_mm):
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amt += amt * bill_info[bill_type]['growth']/100
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bill_info[bill_type]['last_bill_amount']=amt
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# last param is estimated (and this is an estimate for a future bill / not real)
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new_estimated_bill( bill_info, yr, bill_type, amt, new_date )
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return
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# given the bill_type has a which_growth contain min/avg/max, return the corresponding growth number
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def get_growth_value( bt, bill_type ):
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for el in bt:
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if el['id'] == bill_type:
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which = el['which_growth']
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break
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if which == 'avg':
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return el['ann_growth_avg']
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elif which == 'min':
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return el['ann_growth_min']
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else:
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return el['ann_growth_max']
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# go through the bill data from the DB, put it into more friendly formats, then
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# work out and then add missing bill data (might be b/c we have monthly bills,
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# and I didn't want to input 12 of them at the same price), and it always
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# occurs for future bills
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def process_bill_data(bd, bt, bf):
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# this maps a bill id to a freq id (e.g. bill #34 - has a frequency of #2 (which might be quarterly)
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bt_id_freq = {row["id"]: row["freq"] for row in bt}
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bt_id_ann_growth_avg = {row["id"]: row["ann_growth_avg"] for row in bt}
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# this maps freq to bills per annum (e.g. id=2 to 4 bills per annum)
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bf_id_num = {row["id"]: row["num_bills_per_annum"] for row in bf}
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# want to proces all bill data into easier to maniuplate structure, so make
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# a bill_info[bill_id] with first_bill, last_bill, [yr] with matching bills to process
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bill_info={}
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for bill in bd:
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bill_type = bill['bill_type_id']
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yr= int(bill['bill_date'][:4])
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# new bill type
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if not bill_type in bill_info:
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bill_info[bill_type]={}
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bill_info[bill_type]['growth'] = get_growth_value( bt, bill_type )
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bill_info[bill_type]['num_ann_bills'] = bf_id_num[bt_id_freq[bill_type]]
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bill_info[bill_type]['first_bill']={}
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bill_info[bill_type]['last_bill']={}
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# due to sql sorting, this first instance is the last bill
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bill_info[bill_type]['last_bill']=bill
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bill_info[bill_type]['last_bill_year']=int(bill['bill_date'][:4])
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if not bill['estimated']:
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bill_info[bill_type]['last_real_bill_year']=int(bill['bill_date'][:4])
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bill_info[bill_type]['year']={}
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if not yr in bill_info[bill_type]['year']:
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bill_info[bill_type]['year'][yr]=[]
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# keep updating last to this matching bill
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bill_info[bill_type]['first_bill']=bill
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bill_info[bill_type]['first_bill_year']=int(bill['bill_date'][:4])
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if not 'last_real_bill_year' in bill_info[bill_type] and not bill['estimated']:
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bill_info[bill_type]['last_real_bill_year']=int(bill['bill_date'][:4])
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# add this bill to list for this year
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bill_info[bill_type]['year'][yr].append(bill)
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# now process the bill_info from yr of first bill to yr of last bill
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for bill_type in bill_info:
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# find freq id based on bill_type id, then use that to find num bills by freq id
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num = bf_id_num[bt_id_freq[bill_type]]
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if 'last_bill' not in bill_info[bill_type]:
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print("Cannot process bill_type={bill_type} - no bill info for it at all" )
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# range of years to process (yr_min to yr_max)
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yr_min=int(bill_info[bill_type]['first_bill']['bill_date'][:4])
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yr_max=int(bill_info[bill_type]['last_bill']['bill_date'][:4])
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# go from first_bill year until reach end year
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for yr in range( yr_min, END_YEAR+1 ):
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# we have all the bills needed for yr
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if yr in bill_info[bill_type]['year'] and len(bill_info[bill_type]['year'][yr]) == bill_info[bill_type]['num_ann_bills']:
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continue
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add_missing_bills_for_yr( bill_type, bill_info, yr )
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derive_ann_growth( bill_type, bill_info )
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################################################################################
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# add_missing_bills_for_yr -- wrapper to call right func based on bill freq
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################################################################################
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def add_missing_bills_for_yr( bill_type, bill_info, yr ):
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num = bill_info[bill_type]['num_ann_bills']
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if num == 1:
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add_missing_annual_bill_in_yr( bill_type, bill_info, yr )
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elif num == 4:
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add_missing_quarter_bills_in_yr( bill_type, bill_info, yr )
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elif num == 12:
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add_missing_monthly_bills_in_yr( bill_type, bill_info, yr )
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return
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def derive_ann_growth( bill_type, bill_info ):
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# just do up to now so we stop earlier than looking at other estimated (just an optimisation)
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now_yr = datetime.date.today().year
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total={}
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for yr in range( bill_info[bill_type]['first_bill_year'], now_yr+1):
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# if not enough bills in this year (or none), then try next year (first year might have not enough bills)
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if yr not in bill_info[bill_type]['year'] or len(bill_info[bill_type]['year'][yr]) != bill_info[bill_type]['num_ann_bills']:
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continue;
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# just going to make sure we dont use estimated data in the last year of real data - can skew growths
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if yr == bill_info[bill_type]['last_real_bill_year']:
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skip_yr=False
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for b in bill_info[bill_type]['year'][yr]:
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if b['estimated']:
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skip_yr=True
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if skip_yr:
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continue
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total[yr] = 0
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for b in bill_info[bill_type]['year'][yr]:
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total[yr] += b['amount']
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# once we have all yr totals:
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growth = {}
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min_growth = 999
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avg_growth = 0
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max_growth = 0
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count = 0
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# start from year after first bill, so we can see annual growth from the following year onwards
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for yr in range( bill_info[bill_type]['first_bill_year']+1, now_yr+1):
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# if full data sets for consecutive years, work out annual growth stats
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if yr-1 in total and yr in total:
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growth = (total[yr] - total[yr-1]) / total[yr-1] * 100
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avg_growth += growth
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count += 1
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if growth < min_growth:
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min_growth = growth
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if growth > max_growth:
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max_growth = growth
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if count:
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set_bill_type_growth( bill_type, min_growth, avg_growth/count, max_growth )
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else:
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# failsafe (just in case fill bills failed to add enough bills to average out)
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print( f"{bill_type}: Unable to calculate growth!" )
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