release v0.5.10

pdm.lock

@@ -5,7 +5,7 @@
 groups = ["default", "dev", "lint", "nb", "tests"]
 strategy = ["inherit_metadata"]
 lock_version = "4.5.0"
-content_hash = "sha256:c3fd178d5c4736852fff59e2e4c5e3565b0fb80bf29ec5979e1e9c78d452ee1f"
+content_hash = "sha256:a3854672447afe50882734b491e9564000ac333263cd0ec28701cec9b029b75d"
 
 [[metadata.targets]]
 requires_python = ">=3.11"
@@ -591,6 +591,17 @@ files = [
     {file = "dopt_basics-0.1.3.tar.gz", hash = "sha256:22ba30cbd385cb8929cb6a13fe01e253cd7d9617ef637e41609f2468691450e8"},
 ]
 
+[[package]]
+name = "et-xmlfile"
+version = "2.0.0"
+requires_python = ">=3.8"
+summary = "An implementation of lxml.xmlfile for the standard library"
+groups = ["dev"]
+files = [
+    {file = "et_xmlfile-2.0.0-py3-none-any.whl", hash = "sha256:7a91720bc756843502c3b7504c77b8fe44217c85c537d85037f0f536151b2caa"},
+    {file = "et_xmlfile-2.0.0.tar.gz", hash = "sha256:dab3f4764309081ce75662649be815c4c9081e88f0837825f90fd28317d4da54"},
+]
+
 [[package]]
 name = "execnet"
 version = "2.1.1"
@@ -1450,6 +1461,20 @@ files = [
     {file = "nvidia_nccl_cu12-2.25.1-py3-none-manylinux2014_x86_64.manylinux_2_17_x86_64.whl", hash = "sha256:362aed5963fb9ea2ed2f264409baae30143498fd0e5c503aeaa1badd88cdc54a"},
 ]
 
+[[package]]
+name = "openpyxl"
+version = "3.1.5"
+requires_python = ">=3.8"
+summary = "A Python library to read/write Excel 2010 xlsx/xlsm files"
+groups = ["dev"]
+dependencies = [
+    "et-xmlfile",
+]
+files = [
+    {file = "openpyxl-3.1.5-py2.py3-none-any.whl", hash = "sha256:5282c12b107bffeef825f4617dc029afaf41d0ea60823bbb665ef3079dc79de2"},
+    {file = "openpyxl-3.1.5.tar.gz", hash = "sha256:cf0e3cf56142039133628b5acffe8ef0c12bc902d2aadd3e0fe5878dc08d1050"},
+]
+
 [[package]]
 name = "overrides"
 version = "7.7.0"

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "delta-barth"
-version = "0.5.9"
+version = "0.5.10"
 description = "workflows and pipelines for the Python-based Plugin of Delta Barth's ERP system"
 authors = [
     {name = "Florian Förster", email = "f.foerster@d-opt.com"},
@@ -74,7 +74,7 @@ directory = "reports/coverage"
 
 
 [tool.bumpversion]
-current_version = "0.5.9"
+current_version = "0.5.10"
 parse = """(?x)
     (?P<major>0|[1-9]\\d*)\\.
     (?P<minor>0|[1-9]\\d*)\\.
@@ -147,6 +147,7 @@ dev = [
     "bump-my-version>=1.1.1",
     "nox>=2025.2.9",
     "tomli-w>=1.2.0",
+    "openpyxl>=3.1.5",
 ]
 nb = [
     "jupyterlab>=4.3.5",

scripts/build.ps1

@@ -1 +1,73 @@
-pdm build -d build/
+pdm build --no-sdist -d build/
+
+# Configuration
+$sourceDir = ".\build"
+$destDir = "..\01_releases\runtime"
+$packagePrefix = "delta_barth-"
+$packageSuffix = ".whl"  # change this to any suffix pattern like "-py3-none-any.whl"
+
+# Ensure destination exists
+if (-not (Test-Path $destDir)) {
+    New-Item -ItemType Directory -Path $destDir | Out-Null
+}
+
+# === Build Regex Pattern ===
+$escapedSuffix = [regex]::Escape($packageSuffix)
+
+# Match versions like 1.2.3 or 1.2.3.beta or 1.2.3.beta1
+# Capture the full version as one string, including the optional pre-release after a dot
+$pattern = "^$packagePrefix(?<version>\d+\.\d+\.\d+(?:\.[a-zA-Z0-9\-]+)?)$escapedSuffix$"
+
+Write-Host "Using pattern: $pattern"
+
+# === Get and Filter Files ===
+$allFiles = Get-ChildItem -Path $sourceDir -File
+$matchingFiles = @()
+
+foreach ($file in $allFiles) {
+    if ($file.Name -match $pattern) {
+        $version = $Matches['version']
+        $matchingFiles += [PSCustomObject]@{
+            File = $file
+            Version = $version
+        }
+        Write-Host "Matched: $($file.Name) -> Version: $version"
+    } else {
+        Write-Host "No match: $($file.Name)"
+    }
+}
+
+if ($matchingFiles.Count -eq 0) {
+    Write-Host "No matching package files found."
+    return
+}
+
+# === Convert version strings to sortable format ===
+function Convert-VersionForSort($v) {
+    # Split by dot: e.g., 1.2.3.beta -> [1, 2, 3, "beta"]
+    $parts = $v -split '\.'
+
+    $major = [int]$parts[0]
+    $minor = [int]$parts[1]
+    $patch = [int]$parts[2]
+    $pre   = if ($parts.Count -gt 3) { $parts[3] } else { "~" }  # "~" to ensure stable > prerelease
+
+    return [PSCustomObject]@{
+        Major = $major
+        Minor = $minor
+        Patch = $patch
+        Pre   = $pre
+    }
+}
+
+# === Sort by semantic version + pre-release ===
+$latest = $matchingFiles | Sort-Object {
+    Convert-VersionForSort $_.Version
+} -Descending | Select-Object -First 1
+
+# === Copy and rename to .zip ===
+$baseName = [System.IO.Path]::GetFileNameWithoutExtension($latest.File.Name)
+$newFileName = "$baseName.zip"
+$destPath = Join-Path $destDir $newFileName
+
+Copy-Item -Path $latest.File.FullName -Destination $destPath

src/delta_barth/analysis/forecast.py

@@ -192,6 +192,9 @@ def _process_sales(
 
     DATE_FEAT: Final[str] = "buchungs_datum"
     SALES_FEAT: Final[str] = "betrag"
+
+    data[DATE_FEAT] = pd.to_datetime(data[DATE_FEAT], errors="coerce")
+    data = data.dropna(subset=["buchungs_datum"])
     df_filter = data[(data["betrag"] > 0)]
     df_cust = df_filter.copy()
     df_cust = df_cust.sort_values(by=DATE_FEAT).reset_index()
@@ -436,7 +439,7 @@ def pipeline_sales_forecast(
     pipe = _process_sales(
         pipe,
         min_num_data_points=SALES_MIN_NUM_DATAPOINTS,
-        base_num_data_points_months=SESSION.cfg.forecast.threshold_month_data_points,
+        base_num_data_points_months=session.cfg.forecast.threshold_month_data_points,
     )
     if pipe.statistics is not None:
         res = _write_sales_forecast_stats_wrapped(pipe.statistics)

tests/analysis/test_forecast.py

@@ -279,6 +279,28 @@ def test_process_sales_Success(sales_data_real_preproc):
     assert pipe.statistics.xgb_params is not None
 
 
+@pytest.mark.forecast
+def test_process_sales_InvalidDates(sales_data_real_preproc):
+    false_date = Datetime(2519, 6, 30)
+    data = sales_data_real_preproc.copy()
+    data = data.iloc[:20, :]
+    data["buchungs_datum"] = data["buchungs_datum"].astype(object)
+    data.at[0, "buchungs_datum"] = false_date
+    assert data["buchungs_datum"].dtype.char == "O"
+    assert len(data) == 20
+    pipe = PipeResult(data, STATUS_HANDLER.SUCCESS)
+    pipe = fc._process_sales(
+        pipe,
+        min_num_data_points=36,
+        base_num_data_points_months=36,
+    )
+    assert pipe.status != STATUS_HANDLER.SUCCESS
+    assert pipe.status == STATUS_HANDLER.pipe_states.TOO_FEW_POINTS
+    assert pipe.data is None
+    assert pipe.results is None
+    assert pipe.statistics is not None
+
+
 @pytest.mark.forecast
 def test_process_sales_FailTooFewPoints(sales_data_real_preproc):
     data = sales_data_real_preproc.copy()
@@ -432,6 +454,7 @@ def test_export_on_fail():
 
 @patch("delta_barth.session.CFG_HOT_RELOAD", False)
 def test_pipeline_sales_forecast_SuccessDbWrite(exmpl_api_sales_prognosis_resp, session):
+    assert session.cfg.forecast.threshold_month_data_points is not None
     date = Datetime(2023, 8, 15)
     company_ids = [5661, 1027, 1024]
     with (
@@ -442,7 +465,7 @@ def test_pipeline_sales_forecast_SuccessDbWrite(exmpl_api_sales_prognosis_resp,
     ):
         get_mock.return_value = exmpl_api_sales_prognosis_resp, STATUS_HANDLER.SUCCESS
         sess_mock.cfg.forecast.threshold_month_data_points = 1
-        result = fc.pipeline_sales_forecast(None, company_ids, date)  # type: ignore
+        result = fc.pipeline_sales_forecast(session, company_ids, date)  # type: ignore
     assert result.status == STATUS_HANDLER.SUCCESS
     assert len(result.response.daten) > 0
 

tests/api/test_requests.py

@@ -14,7 +14,7 @@ def test_get_sales_prognosis_data_Success(session):
     resp, status = requests_.get_sales_prognosis_data(session, None, date)
     assert status.code == 0
     assert len(resp.daten) > 0
-    date = Datetime(2030, 1, 1)
+    date = Datetime(2520, 1, 1)
     resp, status = requests_.get_sales_prognosis_data(session, None, date)
     assert status.code == 0
     assert len(resp.daten) == 0
@@ -25,7 +25,7 @@ def test_get_sales_prognosis_data_Success(session):
     resp, status = requests_.get_sales_prognosis_data(session, company_ids, date)
     assert status.code == 0
     assert len(resp.daten) > 0
-    date = Datetime(2030, 1, 1)
+    date = Datetime(2520, 1, 1)
     resp, status = requests_.get_sales_prognosis_data(session, company_ids, date)
     assert status.code == 0
     assert len(resp.daten) == 0