pdm.lock

@@ -5,7 +5,7 @@
 groups = ["default", "dev", "lint", "nb", "tests"]
 strategy = ["inherit_metadata"]
 lock_version = "4.5.0"
-content_hash = "sha256:58003d8d013a90ffc3a883bfbb6d307718a03b4103c40ece3c56c5ef78fb27ad"
+content_hash = "sha256:d51351adbafc599b97f8b3c9047ad0c7b8607d47cff5874121f546af04793ee2"
 
 [[metadata.targets]]
 requires_python = ">=3.11"
@@ -225,7 +225,7 @@ files = [
 
 [[package]]
 name = "bump-my-version"
-version = "0.32.1"
+version = "1.1.1"
 requires_python = ">=3.8"
 summary = "Version bump your Python project"
 groups = ["dev"]
@@ -241,8 +241,8 @@ dependencies = [
     "wcmatch>=8.5.1",
 ]
 files = [
-    {file = "bump_my_version-0.32.1-py3-none-any.whl", hash = "sha256:76605d0f98d0627b4cff972b4fcd56ff5423357047d954421fe6b721304e5ceb"},
+    {file = "bump_my_version-1.1.1-py3-none-any.whl", hash = "sha256:6bd78e20421f6335c1a49d7e85a2f16ae8966897d0a2dd130a0e8b6b55954686"},
-    {file = "bump_my_version-0.32.1.tar.gz", hash = "sha256:cb537096cba01a2832972902bfff9e0e0d6e8f8dc9fe31c742096a331262e2aa"},
+    {file = "bump_my_version-1.1.1.tar.gz", hash = "sha256:2f590e0eabe894196289c296c52170559c09876454514ae8fce5db75bd47289e"},
 ]
 
 [[package]]

pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "delta-barth"
-version = "0.3.4"
+version = "0.4.0dev0"
 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"},
@@ -73,7 +73,7 @@ directory = "reports/coverage"
 
 
 [tool.bumpversion]
-current_version = "0.1.1"
+current_version = "0.4.0dev0"
 parse = """(?x)
     (?P<major>0|[1-9]\\d*)\\.
     (?P<minor>0|[1-9]\\d*)\\.
@@ -106,7 +106,7 @@ pre_commit_hooks = []
 post_commit_hooks = []
 
 [tool.bumpversion.parts.pre_l]
-values = ["dev", "a", "b", "rc", "final"]
+values = ["dev", "rc", "final"]
 optional_value = "final"
 
 [[tool.bumpversion.files]]
@@ -143,7 +143,7 @@ lint = [
 ]
 dev = [
     "pdoc3>=0.11.5",
-    "bump-my-version>=0.32.1",
+    "bump-my-version>=1.1.1",
     "nox>=2025.2.9",
 ]
 nb = [

src/delta_barth/analysis/forecast.py

@@ -1,11 +1,15 @@
 from __future__ import annotations
 
+import datetime
 from collections.abc import Mapping, Set
 from datetime import datetime as Datetime
-from typing import TYPE_CHECKING, Final
+from typing import TYPE_CHECKING, Final, cast
 
+import numpy as np
 import pandas as pd
-from sklearn.metrics import mean_squared_error
+import scipy.stats
+from sklearn.metrics import mean_absolute_error, r2_score
+from sklearn.model_selection import KFold, RandomizedSearchCV
 from xgboost import XGBRegressor
 
 from delta_barth.analysis import parse
@@ -20,12 +24,15 @@ from delta_barth.constants import (
     COL_MAP_SALES_PROGNOSIS,
     DUMMY_DATA_PATH,
     FEATURES_SALES_PROGNOSIS,
-    MIN_NUMBER_DATAPOINTS,
+    SALES_BASE_NUM_DATAPOINTS_MONTHS,
+    SALES_MIN_NUM_DATAPOINTS,
 )
 from delta_barth.errors import STATUS_HANDLER, wrap_result
 from delta_barth.logging import logger_pipelines as logger
 from delta_barth.types import (
+    BestParametersXGBRegressor,
     DualDict,
+    ParamSearchXGBRegressor,
     PipeResult,
 )
 
@@ -58,14 +65,6 @@ def _parse_api_resp_to_df(
     return pd.DataFrame(data)
 
 
-# def _parse_df_to_api_resp(
-#     data: pd.DataFrame,
-# ) -> SalesPrognosisResponse:
-#     df_formatted = data.to_dict(orient="records")
-
-#     return SalesPrognosisResponse(daten=tuple(df_formatted))  # type: ignore
-
-
 def _parse_df_to_results(
     data: pd.DataFrame,
 ) -> SalesPrognosisResults:
@@ -81,13 +80,6 @@ def _parse_api_resp_to_df_wrapped(
     return _parse_api_resp_to_df(resp)
 
 
-# @wrap_result()
-# def _parse_df_to_api_resp_wrapped(
-#     data: pd.DataFrame,
-# ) -> SalesPrognosisResponse:
-#     return _parse_df_to_api_resp(data)
-
-
 @wrap_result()
 def _parse_df_to_results_wrapped(
     data: pd.DataFrame,
@@ -158,7 +150,8 @@ def _preprocess_sales(
 
 def _process_sales(
     pipe: PipeResult[SalesPrognosisResultsExport],
-    min_num_data_points: int = 100,
+    min_num_data_points: int,
+    base_num_data_points_months: int,
 ) -> PipeResult[SalesPrognosisResultsExport]:
     """n = 1
     Input-Data:
@@ -183,22 +176,6 @@ def _process_sales(
     # filter data
     data = pipe.data
     assert data is not None, "processing not existing pipe result"
-    data = data.copy()
-    # df_firma = data[
-    #     (data["firma_refid"] == company_id) & (data["beleg_typ"] == 1) & (data["betrag"] > 0)
-    # ]
-
-    # for transaction in df_firma["vorgang_refid"].unique():
-    #     cust_data.order.append(transaction)
-    #     cust_data.date.append(
-    #         df_firma[df_firma["vorgang_refid"] == transaction]["buchungs_datum"].iloc[0]
-    #     )
-    #     cust_data.sales.append(
-    #         df_firma[df_firma["vorgang_refid"] == transaction]["betrag"].sum()
-    #     )
-
-    # df_cust = pd.DataFrame(dc.asdict(cust_data))
-    # df_cust = df_cust.sort_values(by="date").reset_index()
 
     DATE_FEAT: Final[str] = "buchungs_datum"
     SALES_FEAT: Final[str] = "betrag"
@@ -206,13 +183,10 @@ def _process_sales(
     df_cust = df_firma.copy()
     df_cust = df_cust.sort_values(by=DATE_FEAT).reset_index()
 
-    # check data availability
-    # TODO rework criteria
     if len(df_cust) < min_num_data_points:
         pipe.fail(STATUS_HANDLER.pipe_states.TOO_FEW_POINTS)
         return pipe
 
-    # Entwicklung der Umsätze: definierte Zeiträume Monat
     df_cust["jahr"] = df_cust[DATE_FEAT].dt.year
     df_cust["monat"] = df_cust[DATE_FEAT].dt.month
 
@@ -223,31 +197,90 @@ def _process_sales(
     monthly_sum[DATE_FEAT] = pd.to_datetime(monthly_sum[DATE_FEAT], format="%m.%Y")
     monthly_sum = monthly_sum.set_index(DATE_FEAT)
 
-    train = monthly_sum.iloc[:-5].copy()
-    test = monthly_sum.iloc[-5:].copy()
-
     features = ["jahr", "monat"]
     target = SALES_FEAT
+    current_year = datetime.datetime.now().year
+    first_year = cast(int, df_cust["jahr"].min())
 
-    X_train, y_train = train[features], train[target]
+    # Randomized Search
-    X_test, y_test = test[features], test[target]
+    kfold = KFold(n_splits=5, shuffle=True)
+    params: ParamSearchXGBRegressor = {
+        "n_estimators": scipy.stats.poisson(mu=1000),
+        "learning_rate": [0.03, 0.04, 0.05],
+        "max_depth": range(2, 9),
+        "min_child_weight": range(1, 5),
+        "gamma": [1],
+        "subsample": [0.8],
+        "colsample_bytree": [0.8],
+        "early_stopping_rounds": [20, 50],
+    }
 
-    reg = XGBRegressor(
+    best_params: BestParametersXGBRegressor | None = None
-        base_score=0.5,
+    best_score_mae: float = float("inf")
-        booster="gbtree",
+    best_score_r2: float = float("inf")
-        n_estimators=1000,
+    best_start_year: int | None = None
-        early_stopping_rounds=50,
+    too_few_month_points: bool = True
-        objective="reg:squarederror",
+    forecast: pd.DataFrame | None = None
-        max_depth=3,
-        learning_rate=0.01,
-    )
-    reg.fit(X_train, y_train, eval_set=[(X_train, y_train), (X_test, y_test)], verbose=100)
 
-    test.loc[:, "vorhersage"] = reg.predict(X_test)
+    for start_year in range(current_year - 4, first_year - 1, -1):
-    test = test.drop(SALES_FEAT, axis=1)
+        train = cast(
-    test = test.reset_index(drop=True)
+            pd.DataFrame,
+            monthly_sum[monthly_sum.index.year >= start_year].iloc[:-5].copy(),  # type: ignore
+        )
+        test = cast(
+            pd.DataFrame,
+            monthly_sum[monthly_sum.index.year >= start_year].iloc[-5:].copy(),  # type: ignore
+        )
+        X_train, X_test = train[features], test[features]
+        y_train, y_test = train[target], test[target]
 
-    pipe.success(test, STATUS_HANDLER.SUCCESS)
+        if len(train) >= (base_num_data_points_months + 10 * (current_year - 4 - start_year)):
+            too_few_month_points = False
+
+            rand = RandomizedSearchCV(
+                XGBRegressor(),
+                params,
+                scoring="neg_mean_absolute_error",
+                cv=kfold,
+                n_jobs=-1,
+                n_iter=100,
+                verbose=0,
+            )
+            rand.fit(
+                X_train, y_train, eval_set=[(X_train, y_train), (X_test, y_test)], verbose=0
+            )
+            y_pred = rand.best_estimator_.predict(X_test)  # type: ignore
+
+            if len(np.unique(y_pred)) != 1:
+                # pp(y_pred)
+                error = cast(float, mean_absolute_error(y_test, y_pred))
+                if error < best_score_mae:
+                    best_params = cast(BestParametersXGBRegressor, rand.best_params_)
+                    best_score_mae = error
+                    best_score_r2 = cast(float, r2_score(y_test, y_pred))
+                    best_start_year = start_year
+                    print("executed")
+                    forecast = test.copy()
+                    forecast.loc[:, "vorhersage"] = y_pred
+
+                    # pp(best_params)
+                    # pp(best_score_mae)
+                    # pp(best_score_r2)
+                    # pp(best_start_year)
+    if forecast is not None:
+        forecast = forecast.drop(SALES_FEAT, axis=1).reset_index(drop=True)
+
+    # TODO log metrics
+
+    if too_few_month_points:
+        pipe.fail(STATUS_HANDLER.pipe_states.TOO_FEW_MONTH_POINTS)
+        return pipe
+    elif best_params is None:
+        pipe.fail(STATUS_HANDLER.pipe_states.NO_RELIABLE_FORECAST)
+        return pipe
+
+    assert forecast is not None, "forecast is None, but was attempted to be returned"
+    pipe.success(forecast, STATUS_HANDLER.SUCCESS)
     return pipe
 
 
@@ -321,7 +354,8 @@ def pipeline_sales(
 
     pipe = _process_sales(
         pipe,
-        min_num_data_points=MIN_NUMBER_DATAPOINTS,
+        min_num_data_points=SALES_MIN_NUM_DATAPOINTS,
+        base_num_data_points_months=SALES_BASE_NUM_DATAPOINTS_MONTHS,
     )
     if pipe.status != STATUS_HANDLER.SUCCESS:
         logger.error(

src/delta_barth/constants.py

@@ -15,7 +15,7 @@ assert dummy_data_pth.exists(), f"dummy data path not found: {dummy_data_pth}"
 DUMMY_DATA_PATH: Final[Path] = dummy_data_pth
 
 # ** logging
-ENABLE_LOGGING: Final[bool] = True
+ENABLE_LOGGING: Final[bool] = False
 LOGGING_TO_FILE: Final[bool] = True
 LOGGING_TO_STDERR: Final[bool] = True
 
@@ -53,4 +53,8 @@ FEATURES_SALES_PROGNOSIS: Final[frozenset[str]] = frozenset(
     )
 )
 
-MIN_NUMBER_DATAPOINTS: Final[int] = 100
+
+# ** Pipelines
+# ** Forecast
+SALES_MIN_NUM_DATAPOINTS: Final[int] = 36
+SALES_BASE_NUM_DATAPOINTS_MONTHS: Final[int] = 36

src/delta_barth/errors.py

@@ -54,7 +54,8 @@ class UApiError(Exception):
 DATA_PIPELINE_STATUS_DESCR: Final[tuple[StatusDescription, ...]] = (
     ("SUCCESS", 0, "Erfolg"),
     ("TOO_FEW_POINTS", 1, "Datensatz besitzt nicht genügend Datenpunkte"),
-    ("BAD_QUALITY", 2, "Prognosequalität des Modells unzureichend"),
+    ("TOO_FEW_MONTH_POINTS", 2, "nach Aggregation pro Monat nicht genügend Datenpunkte"),
+    ("NO_RELIABLE_FORECAST", 3, "Prognosequalität des Modells unzureichend"),
 )
 
 
@@ -239,8 +240,9 @@ def wrap_result(
                     result=NotSet(), exception=err, code_on_error=code_on_error
                 )
                 logger.error(
-                    "An exception in routine %s occurred, stack trace:",
+                    "An exception in routine %s occurred - msg: %s, stack trace:",
                     func.__name__,
+                    str(err),
                     stack_info=True,
                 )
 

src/delta_barth/types.py

@@ -2,6 +2,7 @@ from __future__ import annotations
 
 import enum
 import typing as t
+from collections.abc import Sequence
 from dataclasses import dataclass, field
 
 import pandas as pd
@@ -41,7 +42,8 @@ class ExportResponse(BaseModel):
 class DataPipeStates:
     SUCCESS: Status
     TOO_FEW_POINTS: Status
-    BAD_QUALITY: Status
+    TOO_FEW_MONTH_POINTS: Status
+    NO_RELIABLE_FORECAST: Status
 
 
 @dataclass(slots=True)
@@ -125,3 +127,25 @@ class CustomerDataSalesForecast:
     order: list[int] = field(default_factory=list)
     date: list[pd.Timestamp] = field(default_factory=list)
     sales: list[float] = field(default_factory=list)
+
+
+class ParamSearchXGBRegressor(t.TypedDict):
+    n_estimators: t.Any
+    learning_rate: Sequence[float]
+    max_depth: range
+    min_child_weight: range
+    gamma: Sequence[float]
+    subsample: Sequence[float]
+    colsample_bytree: Sequence[float]
+    early_stopping_rounds: Sequence[int]
+
+
+class BestParametersXGBRegressor(t.TypedDict):
+    n_estimators: int
+    learning_rate: float
+    max_depth: int
+    min_child_weight: int
+    gamma: float
+    subsample: float
+    colsample_bytree: float
+    early_stopping_rounds: int

tests/analysis/test_forecast.py

@@ -2,6 +2,7 @@ import importlib
 from datetime import datetime as Datetime
 from unittest.mock import patch
 
+import numpy as np
 import pandas as pd
 import pytest
 from pydantic import ValidationError
@@ -114,16 +115,6 @@ def test_parse_api_resp_to_df_empty():
     assert all(col in features for col in df.columns)
 
 
-# def test_parse_df_to_api_resp_ValidData(valid_df):
-#     ret = fc._parse_df_to_api_resp(valid_df)
-#     assert len(ret.daten) > 0
-
-
-# def test_parse_df_to_api_resp_InvalidData(invalid_df):
-#     with pytest.raises(ValidationError):
-#         _ = fc._parse_df_to_api_resp(invalid_df)
-
-
 def test_parse_df_to_results_ValidData(valid_results):
     ret = fc._parse_df_to_results(valid_results)
     assert len(ret.daten) > 0
@@ -171,9 +162,12 @@ def test_preprocess_sales_FailOnTargetFeature(
 
 def test_process_sales_Success(sales_data_real_preproc):
     data = sales_data_real_preproc.copy()
-    # fc._preprocess_sales_per_customer()
     pipe = PipeResult(data, STATUS_HANDLER.SUCCESS)
-    pipe = fc._process_sales(pipe)
+    pipe = fc._process_sales(
+        pipe,
+        min_num_data_points=36,
+        base_num_data_points_months=1,
+    )
 
     assert pipe.status == STATUS_HANDLER.SUCCESS
     assert pipe.data is not None
@@ -183,9 +177,12 @@ def test_process_sales_Success(sales_data_real_preproc):
 def test_process_sales_FailTooFewPoints(sales_data_real_preproc):
     data = sales_data_real_preproc.copy()
     data = data.iloc[:20, :]
-    # fc._preprocess_sales_per_customer()
     pipe = PipeResult(data, STATUS_HANDLER.SUCCESS)
-    pipe = fc._process_sales(pipe)
+    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
@@ -193,6 +190,55 @@ def test_process_sales_FailTooFewPoints(sales_data_real_preproc):
     assert pipe.results is None
 
 
+def test_process_sales_FailTooFewMonthPoints(sales_data_real_preproc):
+    data = sales_data_real_preproc.copy()
+    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_MONTH_POINTS
+    assert pipe.data is None
+    assert pipe.results is None
+
+
+def test_process_sales_FailNoReliableForecast(sales_data_real_preproc):
+    data = sales_data_real_preproc.copy()
+    data["betrag"] = 10000
+    print(data["betrag"])
+    data = data.iloc[:20000, :]
+    pipe = PipeResult(data, STATUS_HANDLER.SUCCESS)
+
+    class PatchSearchCV:
+        def __init__(self, *args, **kwargs) -> None:
+            class Predictor:
+                def predict(self, *args, **kwargs):
+                    return np.array([1, 1, 1, 1])
+
+            self.best_estimator_ = Predictor()
+
+        def fit(*args, **kwargs):
+            pass
+
+    with patch(
+        "delta_barth.analysis.forecast.RandomizedSearchCV",
+        new=PatchSearchCV,
+    ):
+        pipe = fc._process_sales(
+            pipe,
+            min_num_data_points=1,
+            base_num_data_points_months=-100,
+        )
+
+    assert pipe.status != STATUS_HANDLER.SUCCESS
+    assert pipe.status == STATUS_HANDLER.pipe_states.NO_RELIABLE_FORECAST
+    assert pipe.data is None
+    assert pipe.results is None
+
+
 def test_postprocess_sales_Success(
     valid_results,
 ):
@@ -234,17 +280,18 @@ def test_export_on_fail():
     assert res.status.description == status.description
 
 
+@patch("delta_barth.analysis.forecast.SALES_BASE_NUM_DATAPOINTS_MONTHS", 1)
 def test_pipeline_sales_prognosis(exmpl_api_sales_prognosis_resp):
     def mock_request(*args, **kwargs):  # pragma: no cover
         return exmpl_api_sales_prognosis_resp, STATUS_HANDLER.SUCCESS
 
     with patch(
-        "delta_barth.api.requests.get_sales_prognosis_data",
+        "delta_barth.analysis.forecast.get_sales_prognosis_data",
-        new=mock_request,
+        # new=mock_request,
-    ):
+    ) as mock:
-        importlib.reload(delta_barth.analysis.forecast)
+        mock.return_value = exmpl_api_sales_prognosis_resp, STATUS_HANDLER.SUCCESS
         result = fc.pipeline_sales(None)  # type: ignore
-
+    print(result)
     assert result.status == STATUS_HANDLER.SUCCESS
     assert len(result.response.daten) > 0
 

tests/test_errors.py

@@ -92,7 +92,7 @@ def test_status_handler_raise_for_status_Success(status_hdlr):
 
 def test_status_handler_raise_for_status_PredefinedErrors(status_hdlr):
     # data related errors (predefined)
-    err_status = status_hdlr.pipe_states.BAD_QUALITY
+    err_status = status_hdlr.pipe_states.NO_RELIABLE_FORECAST
     err_descr = err_status.description
     with pytest.raises(errors.UDataProcessingError):
         try:

tests/test_pipelines.py

@@ -9,6 +9,7 @@ from delta_barth import pipelines as pl
 from delta_barth.errors import STATUS_HANDLER
 
 
+@patch("delta_barth.analysis.forecast.SALES_BASE_NUM_DATAPOINTS_MONTHS", 1)
 def test_sales_prognosis_pipeline(exmpl_api_sales_prognosis_resp):
     with patch(
         "delta_barth.analysis.forecast.get_sales_prognosis_data",