Files
EOS/src/akkudoktoreos/core/dataabc.py
T
Bobby NoelteandGitHub 1905682113 chore: adapt pdf visualization (#1205)
Change PDF visualization to be created on demand and per optimization algorithm. The PDF
for the GENETIC0 optimization is provided by the /visualization_results.pdf endpoint.
There is no change in the interface.

By this the optimization algorithm is offloaded from the PDF generation which spares some
time.

To cope with several users may call the /visualization_results.pdf endpoint at the same
time the PDF is generated on the fly without any intermediate file taking the stored
GENETIC0 solution as an input. SVG picture generation is removed as this would again
create intermediate files. Chart pictures can easily be taken from the PDF.

To allow on demand creation of the optimization results visualization the optimisation
solution stored is extended by several new attributes. To keep the deprecated
/optimize endpoint compatible the optimization solution is stripped to the legacy
content before returned. Due to the extension of the solution the optimization tests were
adapted to cover the extended content.

The optimization tests are adapted to test the generated visualization report by
the pypdf reader. Pypdf is added to the development dependencies.

Besides the adaptation several fixes and improvements are added:

* feat: extend /v1/prediction/series endpoint by resampling and filling

  Add parameters for resampling and filling. Add the processing parameter
  to control wether raw data or resampled data shall be returned.

* feat: extend /v1/measurement/series endpoint by resampling and filling

  Add parameters for resampling and filling: Add the processing parameter
  to control wether raw data or resampled data shall be returned.

* feat: standardize and improve API error response

  Use FASTApi exception handlers to provide a standardized API exception handling.
  All exceptions are logged.

  Exception traces are only returned if the new logging configuration parameter
  logging.api_logging_level is set to "DEBUG" or "TRACE". Avoids unwanted leackage
  of server internals on exceptions.

* fix: align to intervall when resampling

  Ensure resampling is aligned to interval also when the buckets are shifted due to the
  align_to_intervall parameter is set.

* chore: make dropna mandatory and default to True

* chore: refactor key_to_xxx data management methods

  Make key_to_series the central method for data resampling and fill.
  Add a new key_to_raw_series to retrieve the data as it is stored
  (without resampling and filling).

  Users of key_to_series were mostly moved to key_to_raw_series as this resembles
  the former interface. Especially in predictions and tests this was done.

* chore: create test data sub-directory for each optimization algorithm

  To prevent cluttering the test data directory and ease test data management for
  optimization algorithms each algorithm got it's own sub-directory. The current
  test data was moved to these sub-directories.

* chore: update version

Signed-off-by: Bobby Noelte <b0661n0e17e@gmail.com>
2026-08-01 12:45:19 +02:00

3005 lines
121 KiB
Python

"""Abstract and base classes for generic data.
This module provides classes for managing and processing generic data in a flexible, configurable manner.
It includes classes to handle configurations, record structures, sequences, and containers for generic data,
enabling efficient storage, retrieval, and manipulation of data records.
This module is designed for use in predictive modeling workflows, facilitating the organization, serialization,
and manipulation of configuration and generic data in a clear, scalable, and structured manner.
"""
import asyncio
import difflib
import json
import traceback
from abc import abstractmethod
from collections.abc import KeysView, MutableMapping
from itertools import chain
from pathlib import Path
from typing import (
TYPE_CHECKING,
Any,
Dict,
Iterator,
Optional,
Tuple,
Type,
Union,
get_args,
overload,
)
import numpy as np
import pandas as pd
from loguru import logger
from numpydantic import NDArray, Shape
from pydantic import (
AwareDatetime,
ConfigDict,
Field,
ValidationError,
computed_field,
field_validator,
model_validator,
)
from akkudoktoreos.core.coreabc import (
ConfigMixin,
SingletonMixin,
StartMixin,
)
from akkudoktoreos.core.databaseabc import (
UNBOUND_WINDOW,
DatabaseRecordProtocolMixin,
DatabaseTimestamp,
DatabaseTimeWindowType,
)
from akkudoktoreos.core.decorators import classproperty
from akkudoktoreos.core.pydantic import (
PydanticBaseModel,
PydanticDateTimeData,
PydanticDateTimeDataFrame,
)
from akkudoktoreos.core.types import (
BoundaryMode,
FillMethod,
ResampleMethod,
)
from akkudoktoreos.utils.datetimeutil import (
DateTime,
Duration,
compare_datetimes,
to_datetime,
to_duration,
)
# ==================== Base Class ====================
class DataABC(ConfigMixin, StartMixin, PydanticBaseModel):
"""Base class for handling generic data.
Enables access to EOS configuration data (attribute `config`).
"""
pass
# ==================== DataRecord ====================
class DataRecord(DataABC, MutableMapping):
"""Base class for data records, enabling dynamic access to fields defined in derived classes.
Fields can be accessed and mutated both using dictionary-style access (`record['field_name']`)
and attribute-style access (`record.field_name`).
The data record also provides configured field like data. Configuration has to be done by the
derived class. Configuration is a list of key strings, which is usually taken from the EOS
configuration. The internal field for these data `configured_data` is mostly hidden from
dictionary-style and attribute-style access.
Attributes:
date_time (DateTime): Aware datetime indicating when the data record applies. Defaults
to now.
Configurations:
- Allows mutation after creation.
- Supports non-standard data types like `datetime`.
"""
date_time: Optional[DateTime] = Field(
default=None, json_schema_extra={"description": "DateTime"}
)
configured_data: dict[str, Any] = Field(
default_factory=dict,
json_schema_extra={
"description": "Configured field like data",
"examples": [{"load0_mr": 40421}],
},
)
# Pydantic v2 model configuration
model_config = ConfigDict(arbitrary_types_allowed=True, populate_by_name=True)
@model_validator(mode="before")
@classmethod
def init_configured_field_like_data(cls, data: Any) -> Any:
"""Extracts configured data keys from the input and assigns them to `configured_data`.
This validator is called before the model is initialized. It filters out any keys from the input
dictionary that are listed in the configured data keys, and moves them into
the `configured_data` field of the model. This enables flexible, key-driven population of
dynamic data while keeping the model schema clean.
Args:
data (Any): The raw input data used to initialize the model.
Returns:
Any: The modified input data dictionary, with configured keys moved to `configured_data`.
"""
if not isinstance(data, dict):
return data
configured_keys: Union[list[str], set] = cls.configured_data_keys() or set()
extracted = {k: data.pop(k) for k in list(data.keys()) if k in configured_keys}
if extracted:
data.setdefault("configured_data", {}).update(extracted)
return data
@field_validator("date_time", mode="before")
@classmethod
def transform_to_datetime(cls, value: Any) -> Optional[DateTime]:
"""Converts various datetime formats into DateTime."""
if value is None:
# Allow to set to default.
return None
return to_datetime(value)
@classmethod
def configured_data_keys(cls) -> Optional[list[str]]:
"""Return the keys for the configured field like data.
Can be overwritten by derived classes to define specific field like data. Usually provided
by configuration data.
"""
return None
@classmethod
def record_keys(cls) -> list[str]:
"""Returns the keys of all fields in the data record."""
key_list = []
key_list.extend(list(cls.model_fields.keys()))
key_list.extend(list(cls.__pydantic_decorators__.computed_fields.keys()))
# Add also keys that may be added by configuration
key_list.remove("configured_data")
configured_keys = cls.configured_data_keys()
if configured_keys is not None:
key_list.extend(configured_keys)
return key_list
@classmethod
def record_keys_writable(cls) -> list[str]:
"""Returns the keys of all fields in the data record that are writable."""
keys_writable = []
keys_writable.extend(list(cls.model_fields.keys()))
# Add also keys that may be added by configuration
keys_writable.remove("configured_data")
configured_keys = cls.configured_data_keys()
if configured_keys is not None:
keys_writable.extend(configured_keys)
return keys_writable
def _validate_key_writable(self, key: str) -> None:
"""Verify that a specified key exists and is writable in the current record keys.
Args:
key (str): The key to check for in the records.
Raises:
KeyError: If the specified key is not in the expected list of keys for the records.
"""
if key not in self.record_keys_writable():
raise KeyError(
f"Key '{key}' is not in writable record keys: {self.record_keys_writable()}"
)
def __dir__(self) -> list[str]:
"""Extend the default `dir()` output to include configured field like data keys.
This enables editor auto-completion and interactive introspection, while hiding the internal
`configured_data` dictionary.
This ensures the configured field like data values appear like native fields,
in line with the base model's attribute behavior.
"""
base = super().__dir__()
keys = set(base)
# Expose configured data keys as attributes
configured_keys = self.configured_data_keys()
if configured_keys is not None:
keys.update(configured_keys)
# Explicitly hide the 'configured_data' internal dict
keys.discard("configured_data")
return sorted(keys)
def __eq__(self, other: Any) -> bool:
"""Ensure equality comparison includes the contents of the `configured_data` dict.
Contents of the `configured_data` dict are in addition to the base model fields.
"""
if not isinstance(other, self.__class__):
return NotImplemented
# Compare all fields except `configured_data`
if self.model_dump(exclude={"configured_data"}) != other.model_dump(
exclude={"configured_data"}
):
return False
# Compare `configured_data` explicitly
return self.configured_data == other.configured_data
def __getitem__(self, key: str) -> Any:
"""Retrieve the value of a field by key name.
Args:
key (str): The name of the field to retrieve.
Returns:
Any: The value of the requested field.
Raises:
KeyError: If the specified key does not exist.
"""
try:
# Let getattr do the work
return self.__getattr__(key)
except AttributeError:
raise KeyError(f"'{key}' not found in the record fields.")
def __setitem__(self, key: str, value: Any) -> None:
"""Set the value of a field by key name.
Args:
key (str): The name of the field to set.
value (Any): The value to assign to the field.
Raises:
KeyError: If the specified key does not exist in the fields.
"""
try:
# Let setattr do the work
self.__setattr__(key, value)
except AttributeError:
raise KeyError(f"'{key}' is not a recognized field.")
def __delitem__(self, key: str) -> None:
"""Delete the value of a field by key name by setting it to None.
Args:
key (str): The name of the field to delete.
Raises:
KeyError: If the specified key does not exist in the fields.
"""
try:
self.__delattr__(key)
except AttributeError:
raise KeyError(f"'{key}' is not a recognized field.")
def __iter__(self) -> Iterator[str]:
"""Iterate over the field names in the data record.
Returns:
Iterator[str]: An iterator over field names.
"""
return iter(self.record_keys_writable())
def __len__(self) -> int:
"""Return the number of fields in the data record.
Returns:
int: The number of defined fields.
"""
return len(self.record_keys_writable())
def __repr__(self) -> str:
"""Provide a string representation of the data record.
Returns:
str: A string representation showing field names and their values.
"""
field_values = {field: getattr(self, field) for field in self.__class__.model_fields}
return f"{self.__class__.__name__}({field_values})"
def __getattr__(self, key: str) -> Any:
"""Dynamic attribute access for fields.
Args:
key (str): The name of the field to access.
Returns:
Any: The value of the requested field.
Raises:
AttributeError: If the field does not exist.
"""
if key in self.__class__.model_fields:
return getattr(self, key)
if key in self.configured_data.keys():
return self.configured_data[key]
configured_keys = self.configured_data_keys()
if configured_keys is not None and key in configured_keys:
return None
raise AttributeError(f"'{self.__class__.__name__}' object has no attribute '{key}'")
def __setattr__(self, key: str, value: Any) -> None:
"""Set attribute values directly if they are recognized fields.
Args:
key (str): The name of the attribute/field to set.
value (Any): The value to assign to the attribute/field.
Raises:
AttributeError: If the attribute/field does not exist.
"""
if key in self.__class__.model_fields:
super().__setattr__(key, value)
return
configured_keys = self.configured_data_keys()
if configured_keys is not None and key in configured_keys:
self.configured_data[key] = value
return
raise AttributeError(f"'{self.__class__.__name__}' object has no attribute '{key}'")
def __delattr__(self, key: str) -> None:
"""Delete an attribute by setting it to None if it exists as a field.
Args:
key (str): The name of the attribute/field to delete.
Raises:
AttributeError: If the attribute/field does not exist.
"""
if key in self.__class__.model_fields:
data: Optional[dict]
if key == "configured_data":
data = dict()
else:
data = None
setattr(self, key, data)
return
if key in self.configured_data:
del self.configured_data[key]
return
configured_keys = self.configured_data_keys()
if configured_keys is not None and key in configured_keys:
return
super().__delattr__(key)
@classmethod
def key_from_description(cls, description: str, threshold: float = 0.8) -> Optional[str]:
"""Returns the attribute key that best matches the provided description.
Fuzzy matching is used.
Args:
description (str): The description text to search for.
threshold (float): The minimum ratio for a match (0-1). Default is 0.8.
Returns:
Optional[str]: The attribute key if a match is found above the threshold, else None.
"""
if description is None:
return None
# Get all descriptions from the fields
descriptions: dict[str, str] = {}
for field_name in cls.model_fields.keys():
desc = cls.field_description(field_name)
if desc:
descriptions[field_name] = desc
# Use difflib to get close matches
matches = difflib.get_close_matches(
description, descriptions.values(), n=1, cutoff=threshold
)
# Check if there is a match
if matches:
best_match = matches[0]
# Return the key that corresponds to the best match
for key, desc in descriptions.items():
if desc == best_match:
return key
return None
@classmethod
def keys_from_descriptions(
cls, descriptions: list[str], threshold: float = 0.8
) -> list[Optional[str]]:
"""Returns a list of attribute keys that best matches the provided list of descriptions.
Fuzzy matching is used.
Args:
descriptions (list[str]): A list of description texts to search for.
threshold (float): The minimum ratio for a match (0-1). Default is 0.8.
Returns:
list[Optional[str]]: A list of attribute keys matching the descriptions, with None for unmatched descriptions.
"""
keys = []
for description in descriptions:
key = cls.key_from_description(description, threshold)
keys.append(key)
return keys
# ==================== DataSequence ====================
class DataSequence(DataABC, DatabaseRecordProtocolMixin[DataRecord]):
"""A managed sequence of DataRecord instances with time series behavior.
The DataSequence class provides an ordered, mutable collection of DataRecord
instances.
It also supports advanced data operations such as
- JSON serialization,
- conversion to Pandas Series,
- sorting by timestamp,
- and data storage in a database.
Attributes:
records (list[DataRecord]): A list of DataRecord instances representing
individual generic data points.
record_keys (Optional[list[str]]): A list of field names (keys) expected in each
DataRecord.
Invariant:
``self.records`` is always kept sorted in ascending ``date_time`` order
whenever it contains any records.
Note:
Derived classes have to provide their own records field with correct record type set.
Usage:
.. code-block:: python
# Example of creating, adding, and using DataSequence
class DerivedSequence(DataSquence):
records: list[DerivedDataRecord] = Field(default_factory=list, json_schema_extra={ "description": "List of data records" })
seq = DerivedSequence()
await seq.insert(DerivedDataRecord(date_time=datetime.now(), temperature=72))
await seq.insert(DerivedDataRecord(date_time=datetime.now(), temperature=75))
# Convert to JSON and back
json_data = await seq.to_json_async()
new_seq = await DerivedSequence.from_json_async(json_data)
# Convert to Pandas Series
series = await seq.key_to_series('temperature')
"""
# To be overloaded by derived classes.
records: list[DataRecord] = Field(
default_factory=list, json_schema_extra={"description": "List of data records"}
)
# Sequence helpers
@property
def _record_lock(self) -> asyncio.Lock:
"""Per-instance asyncio lock guarding per record check-then-act write paths.
The lock guards a single check-then-act on one record.
The Lock is created lazily on first access (so construction outside an event loop is safe)
and is cached on the instance so all coroutines sharing the same DataSequence share the
same lock.
"""
try:
return object.__getattribute__(self, "_record_lock_instance")
except AttributeError:
lock = asyncio.Lock()
object.__setattr__(self, "_record_lock_instance", lock)
return lock
@property
def _sequence_lock(self) -> asyncio.Lock:
"""Per-instance asyncio lock guarding sequence-level bulk operations.
The lock guards the full sequence state during bulk operations (save, load, import, export).
While held, all individual writes are also blocked because bulk
operations acquire both locks in order.
"""
try:
return object.__getattribute__(self, "_sequence_lock_instance")
except AttributeError:
lock = asyncio.Lock()
object.__setattr__(self, "_sequence_lock_instance", lock)
return lock
def _validate_key(self, key: str) -> None:
"""Verify that a specified key exists in the current record keys.
Args:
key (str): The key to check for in the records.
Raises:
KeyError: If the specified key is not in the expected list of keys for the records.
"""
if key not in self.record_keys:
raise KeyError(f"Key '{key}' is not in record keys: {self.record_keys}")
def _validate_key_writable(self, key: str) -> None:
"""Verify that a specified key exists and is writable in the current record keys.
Args:
key (str): The key to check for in the records.
Raises:
KeyError: If the specified key is not in the expected list of keys for the records.
"""
if key not in self.record_keys_writable:
raise KeyError(
f"Key '{key}' is not in writable record keys: {self.record_keys_writable}"
)
def _validate_record(self, value: DataRecord) -> None:
"""Check if the provided value is a valid DataRecord with compatible keys.
Args:
value (DataRecord): The record to validate.
Raises:
ValueError: If the value is not an instance of DataRecord or has an invalid date_time type.
KeyError: If the value has different keys from those expected in the sequence.
"""
# Assure value is of correct type
if value.__class__.__name__ != self.record_class().__name__:
raise ValueError(f"Value must be an instance of `{self.record_class().__name__}`.")
# Assure datetime value can be converted to datetime object
value.date_time = to_datetime(value.date_time)
# Sequence state
async def min_datetime(self) -> Optional[DateTime]:
"""Minimum (earliest) datetime in the time series sequence of data records.
This property computes the earliest datetime from the sequence of data records.
If no records are present, it returns `None`.
Returns:
Optional[DateTime]: The earliest datetime in the sequence, or `None` if no
data records exist.
"""
min_timestamp, _ = await self.db_timestamp_range()
if min_timestamp is None:
return None
# Timestamps are in UTC - convert to timezone
utc_datetime = DatabaseTimestamp.to_datetime(min_timestamp)
return utc_datetime.in_timezone(self.config.general.timezone)
async def max_datetime(self) -> Optional[DateTime]:
"""Maximum (latest) datetime in the time series sequence of data records.
This property computes the latest datetime from the sequence of data records.
If no records are present, it returns `None`.
Returns:
Optional[DateTime]: The latest datetime in the sequence, or `None` if no
data records exist.
"""
_, max_timestamp = await self.db_timestamp_range()
if max_timestamp is None:
return None
# Timestamps are in UTC - convert to timezone
utc_datetime = DatabaseTimestamp.to_datetime(max_timestamp)
return utc_datetime.in_timezone(self.config.general.timezone)
# Derived fields (computed)
@computed_field # type: ignore[prop-decorator]
@property
def record_keys(self) -> list[str]:
"""Returns the keys of all fields in the data records."""
return self.record_class().record_keys()
@computed_field # type: ignore[prop-decorator]
@property
def record_keys_writable(self) -> list[str]:
"""Get the keys of all writable fields in the data records.
This property retrieves the keys of all fields in the data records that
can be written to. It uses the `record_class` to determine the model's
field structure.
Returns:
list[str]: A list of field keys that are writable in the data records.
"""
return self.record_class().record_keys_writable()
@classmethod
def record_class(cls) -> Type:
"""Get the class of the data record handled by this data sequence.
This method determines the class of the data record type associated with
the `records` field of the model. The field is expected to be a list, and
the element type of the list should be a subclass of `DataRecord`.
Raises:
ValueError: If the record type is not a subclass of `DataRecord`.
Returns:
Type: The class of the data record handled by the data sequence.
"""
# Access the model field metadata
field_info = cls.model_fields["records"]
# Get the list element type from the 'type_' attribute
list_element_type = get_args(field_info.annotation)[0]
if not isinstance(list_element_type(), DataRecord):
raise ValueError(
f"Data record must be an instance of DataRecord: '{list_element_type}'."
)
return list_element_type
async def to_dict_async(self) -> dict:
"""Convert the sequence to a dictionary representation.
Returns:
dict: A dictionary where the keys are the field names of the PydanticBaseModel,
and the values are the corresponding field values.
"""
if not self.records:
return {"records": []} # Return empty records dict
# Convert records to a dictionary list
data = [record.model_dump() async for record in self.db_iterate_records()]
return {"records": data}
@classmethod
async def from_dict_async(cls, data: dict) -> "DataSequence":
"""Reconstruct a sequence from its serialized dictionary form.
Fully subclass-safe and invariant-safe.
"""
if not isinstance(data, dict):
raise TypeError("from_dict() expects a dictionary")
records_data = data.get("records", [])
if not isinstance(records_data, list):
raise ValueError("'records' must be a list")
# Create empty instance of *actual class*
sequence = cls()
# Rebuild records using the sequence's record model
record_model = sequence.record_class()
for record_dict in records_data:
if not isinstance(record_dict, dict):
raise ValueError("Each record must be a dictionary")
record = record_model(**record_dict)
# Important: use insert_by_datetime to rebuild invariants
await sequence.insert_by_datetime(record)
return sequence
async def to_json_async(self) -> str:
"""Convert the sequence instance to a JSON string.
Returns:
str: The JSON representation of the instance.
"""
seq_dict: dict = await self.to_dict_async()
return json.dumps(seq_dict, default=str)
@classmethod
async def from_json_async(cls, json_str: str) -> "DataSequence":
"""Create an instance of the sequence from a JSON string.
Args:
json_str (str): JSON string to parse and convert into a sequence instance.
Returns:
DataSequence: A new instance of the class, populated with data from the JSON string.
Notes:
Works with derived classes by ensuring the `cls` argument is used to instantiate the object.
"""
seq_dict: dict = json.loads(json_str)
return await cls.from_dict_async(seq_dict)
def __len__(self) -> int:
"""Get total number of DataRecords in sequence (memory-only)."""
return len(self.records)
def __repr__(self) -> str:
"""Provide a string representation of the DataSequence.
Returns:
str: A string representation of the DataSequence.
"""
return f"{self.__class__.__name__}([{', '.join(repr(record) for record in self.records)}])"
# Sequence methods
def __iter__(self) -> Iterator[DataRecord]:
"""Create an iterator for accessing DataRecords sequentially (memory only).
Returns:
Iterator[DataRecord]: An iterator for the records.
"""
return iter(self.records)
async def get_by_datetime(
self, target_datetime: DateTime, *, time_window: Optional[Duration] = None
) -> Optional[DataRecord]:
"""Get the record at the specified datetime, with an optional fallback search window.
Args:
target_datetime: The datetime to search for.
time_window: Optional total width of the symmetric search window centered on
``target_datetime``. If provided and no exact match exists, the nearest
record within this window is returned.
Returns:
The matching DataRecord, the nearest DataRecord within the specified time window
if no exact match exists, or ``None`` if no suitable record is found.
"""
# Ensure target_datetime is a datetime object
if not isinstance(target_datetime, DateTime):
target_datetime = to_datetime(target_datetime)
# Ensure datetime objects are normalized
db_target = DatabaseTimestamp.from_datetime(target_datetime)
return await self.db_get_record(db_target, time_window=time_window)
async def get_nearest_by_datetime(
self, target_datetime: DateTime, time_window: Optional[Duration] = None
) -> Optional[DataRecord]:
"""Get the record nearest to the specified datetime within an optional time window.
Args:
target_datetime: The datetime to search near.
time_window: Total width of the symmetric search window centered on
``target_datetime``. If ``None``, searches all records.
Returns:
The nearest DataRecord within the specified time window, or ``None`` if no records
exist or no records fall within the window.
Raises:
ValueError: If ``time_window`` is negative.
"""
# Ensure target_datetime is a datetime object
if not isinstance(target_datetime, DateTime):
target_datetime = to_datetime(target_datetime)
# Ensure datetime objects are normalized
db_target = DatabaseTimestamp.from_datetime(target_datetime)
if time_window is None:
twin: DatabaseTimeWindowType = UNBOUND_WINDOW
else:
twin = time_window
return await self.db_get_record(db_target, time_window=twin)
# sync rw write access to data sequence, needs locking in case of use in async.
async def _insert_by_datetime(self, record: DataRecord) -> None:
"""Insert or merge a DataRecord into the sequence based on its datetime.
Internal implementation of `insert_by_datetime`. Callers must
acquire ``self._record_lock`` before calling this method.
If a record with the same datetime exists, merges non-None fields from
the incoming record into the existing one. Otherwise inserts the record
and maintains chronological order.
Args:
record: The record to insert or merge. ``record.date_time`` must
be a ``DateTime`` or ``None``.
Raises:
ValueError: If ``record`` is not an instance of the expected record
class, or if ``record.date_time`` cannot be converted to a
``DateTime``.
KeyError: If a field in ``record`` is not in the writable record keys.
"""
self._validate_record(record)
# Ensure datetime objects are normalized
record_date_time_timestamp = DatabaseTimestamp.from_datetime(record.date_time)
avail_record = await self.db_get_record(record_date_time_timestamp)
if avail_record:
# Merge values, only updating fields where data record has a non-None value
for field, val in record.model_dump(exclude_unset=True).items():
if field in record.record_keys_writable():
setattr(avail_record, field, val)
await self.db_mark_dirty_record(avail_record)
else:
await self.db_insert_record(record)
async def _update_value(self, date: DateTime, *args: Any, **kwargs: Any) -> None:
"""Update or insert field values for a record at the given datetime.
Internal implementation of `update_value`. Callers must
acquire ``self._record_lock`` before calling this method.
If a record for ``date`` already exists, updates the specified fields.
Otherwise creates and inserts a new record with those values.
Args:
date: The datetime of the record to update or create.
*args: Either a single ``(key, value)`` pair, or a single
``dict`` of key-value pairs.
**kwargs: Additional key-value pairs to update.
Raises:
ValueError: If the argument combination is invalid.
KeyError: If any key is not in the writable record keys.
"""
# Process input arguments into a dictionary
values: Dict[str, Any] = {}
if len(args) == 2: # Single key-value pair
values[args[0]] = args[1]
elif len(args) == 1 and isinstance(args[0], dict): # Dictionary input
values.update(args[0])
elif len(args) > 0: # Invalid number of arguments
raise ValueError("Expected either 2 arguments (key, value) or 1 dictionary argument")
values.update(kwargs) # Add any keyword arguments
# Validate all keys are writable
for key in values:
self._validate_key_writable(key)
# Ensure date is a datetime object
if not isinstance(date, DateTime):
date = to_datetime(date)
# Ensure datetime objects are normalized
db_target = DatabaseTimestamp.from_datetime(date)
# Check if a record with the given date already exists
record = await self.db_get_record(db_target)
if record is None:
# Create a new record and append to the list
new_record = self.record_class()(date_time=date, **values)
await self.db_insert_record(new_record)
else:
# Update the DataRecord with all new values
for key, value in values.items():
setattr(record, key, value)
await self.db_mark_dirty_record(record)
async def _key_from_lists(self, key: str, dates: list[DateTime], values: list[float]) -> None:
"""Update the sequence from parallel lists of datetimes and values.
Internal implementation of `key_from_lists`. Callers must
acquire ``self._record_lock`` before calling this method.
For each datetime, updates the existing record's ``key`` field if one
exists, otherwise inserts a new record. The lists must be ordered from
oldest to newest datetime.
Args:
key: Field name in the data record to update.
dates: Ordered list of datetimes, one per value.
values: Values corresponding to each datetime in ``dates``.
Raises:
KeyError: If ``key`` is not in the writable record keys.
"""
self._validate_key_writable(key)
for i, date_time in enumerate(dates):
# Ensure datetime objects are normalized
db_target = DatabaseTimestamp.from_datetime(date_time)
# Check if there's an existing record for this date_time
avail_record = await self.db_get_record(db_target)
if avail_record is None:
# Create a new DataRecord if none exists
new_record = self.record_class()(date_time=date_time, **{key: values[i]})
await self.db_insert_record(new_record)
else:
# Update existing record's specified key
setattr(avail_record, key, values[i])
await self.db_mark_dirty_record(avail_record)
async def _key_from_series(self, key: str, series: pd.Series) -> None:
"""Update the sequence from a Pandas Series.
Internal implementation of `key_from_series`. Callers must
acquire ``self._record_lock`` before calling this method.
The series index must contain datetime values representing the
``date_time`` of each record. For each index entry, updates the
existing record's ``key`` field if one exists, otherwise inserts
a new record.
Args:
key: Field name in the data record to update.
series: Series whose index is datetime values and whose values
correspond to ``key`` in each record.
Raises:
KeyError: If ``key`` is not in the writable record keys.
"""
self._validate_key_writable(key)
for date_time, value in series.items():
# Ensure datetime objects are normalized
db_target = DatabaseTimestamp.from_datetime(to_datetime(date_time))
# Check if there's an existing record for this date_time
avail_record = await self.db_get_record(db_target)
if avail_record is None:
# Create a new DataRecord if none exists
new_record = self.record_class()(date_time=date_time, **{key: value})
await self.db_insert_record(new_record)
else:
# Update existing record's specified key
setattr(avail_record, key, value)
await self.db_mark_dirty_record(avail_record)
# data sequence access usable also for async access
async def insert_by_datetime(self, record: DataRecord) -> None:
"""Insert or merge a DataRecord into the sequence based on its date.
If a record with the same date exists, merges new data fields with the existing record.
Otherwise, appends the record and maintains chronological order.
Args:
record (DataRecord): The record to add or merge.
Note:
record.date_time shall be a DateTime or None
"""
async with self._record_lock:
await self._insert_by_datetime(record)
@overload
async def update_value(self, date: DateTime, key: str, value: Any) -> None: ...
@overload
async def update_value(self, date: DateTime, values: Dict[str, Any]) -> None: ...
async def update_value(self, date: DateTime, *args: Any, **kwargs: Any) -> None:
"""Updates specific values in the data record for a given date.
If a record for the date exists, updates the specified attributes with the new values.
Otherwise, appends a new record with the given values and maintains chronological order.
Args:
date (datetime): The date for which the values are to be added or updated.
key (str), value (Any): Single key-value pair to update
OR
values (Dict[str, Any]): Dictionary of key-value pairs to update
OR
**kwargs: Key-value pairs as keyword arguments
Examples:
.. code-block:: python
await update_value(date, 'temperature', 25.5)
await update_value(date, {'temperature': 25.5, 'humidity': 80})
await update_value(date, temperature=25.5, humidity=80)
"""
async with self._record_lock:
await self._update_value(date, *args, **kwargs)
async def key_to_dict(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
dropna: bool = True,
) -> Dict[DateTime, Any]:
"""Extract a dictionary indexed by the date_time field of the DataRecords.
The dictionary will contain values extracted from the specified key attribute of each DataRecord,
using the date_time field as the key.
Args:
key (str): The field name in the DataRecord from which to extract values.
start_datetime (datetime, optional): The start date to filter records (inclusive).
end_datetime (datetime, optional): The end date to filter records (exclusive).
dropna: (bool): Whether to drop NAN/ None values before processing. Defaults to True.
Returns:
Dict[datetime, Any]: A dictionary with the date_time of each record as the key
and the values extracted from the specified key.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
self._validate_key(key)
# Ensure datetime objects are normalized
start_timestamp = (
DatabaseTimestamp.from_datetime(start_datetime) if start_datetime else None
)
end_timestamp = DatabaseTimestamp.from_datetime(end_datetime) if end_datetime else None
# Create a dictionary to hold date_time and corresponding values
filtered_data = {}
async for record in self.db_iterate_records(start_timestamp, end_timestamp):
if (
record.date_time is None
or (dropna and getattr(record, key, None) is None)
or (dropna and getattr(record, key, None) == float("nan"))
):
continue
record_date_time_timestamp = DatabaseTimestamp.from_datetime(record.date_time)
if (start_timestamp is None or record_date_time_timestamp >= start_timestamp) and (
end_timestamp is None or record_date_time_timestamp < end_timestamp
):
filtered_data[to_datetime(record.date_time, as_string=True)] = getattr(
record, key, None
)
return filtered_data
async def key_to_value(
self, key: str, target_datetime: DateTime, time_window: Optional[Duration] = None
) -> Optional[float]:
"""Returns the value corresponding to the specified key that is nearest to the given datetime.
Args:
key (str): The key of the attribute in DataRecord to extract.
target_datetime (datetime): The datetime to search for.
time_window: Optional total width of the symmetric search window centered on
``target_datetime``. If provided and no exact match exists, the nearest
record within this window is returned.
Returns:
Optional[float]: The value nearest to the given datetime, or None if no valid records are found.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
self._validate_key(key)
# Ensure datetime objects are normalized
db_target = DatabaseTimestamp.from_datetime(to_datetime(target_datetime))
record = await self.db_get_record(db_target, time_window=time_window)
return getattr(record, key, None)
async def key_to_lists(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
dropna: bool = True,
) -> Tuple[list[DateTime], list[Optional[float]]]:
"""Extracts two lists from data records within an optional date range.
The lists are:
Dates: List of datetime elements.
Values: List of values corresponding to the specified key in the data records.
Args:
key (str): The key of the attribute in DataRecord to extract.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
dropna: (bool): Whether to drop NAN/ None values before processing. Defaults to True.
Returns:
tuple: A tuple containing a list of datetime values and a list of extracted values.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
self._validate_key(key)
# Ensure datetime objects are normalized
start_timestamp = (
DatabaseTimestamp.from_datetime(start_datetime) if start_datetime else None
)
end_timestamp = DatabaseTimestamp.from_datetime(end_datetime) if end_datetime else None
# Create two lists to hold date_time and corresponding values
filtered_records = []
async for record in self.db_iterate_records(start_timestamp, end_timestamp):
if (
record.date_time is None
or (getattr(record, key, None) is None) # key is not in record
or (dropna and getattr(record, key, None) == float("nan"))
):
continue
record_date_time_timestamp = DatabaseTimestamp.from_datetime(record.date_time)
if (start_timestamp is None or record_date_time_timestamp >= start_timestamp) and (
end_timestamp is None or record_date_time_timestamp < end_timestamp
):
filtered_records.append(record)
dates = [record.date_time for record in filtered_records]
values = [getattr(record, key, None) for record in filtered_records]
return dates, values
async def key_from_lists(self, key: str, dates: list[DateTime], values: list[float]) -> None:
"""Update the DataSequence from lists of datetime and value elements.
The dates list should represent the date_time of each DataRecord, and the values list
should represent the corresponding data values for the specified key.
The list must be ordered starting with the oldest date.
Args:
key (str): The field name in the DataRecord that corresponds to the values in the Series.
dates: List of datetime elements.
values: List of values corresponding to the specified key in the data records.
"""
async with self._record_lock:
await self._key_from_lists(key, dates, values)
async def key_to_raw_series(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
dropna: bool = True,
) -> pd.Series:
"""Return the raw time series stored for a key.
Retrieves the timestamps and values exactly as stored by the underlying data provider.
The returned index therefore represents the original timestamps of the stored records.
Args:
key: Field name to extract from the stored records.
start_datetime: Inclusive lower bound for timestamps.
end_datetime: Exclusive upper bound for timestamps.
dropna: Whether to discard records whose value is None or NaN.
Returns:
A pandas Series indexed by the original timestamps.
Raises:
KeyError: If the key does not exist.
"""
# Normalize datetime arguments
start_datetime = to_datetime(start_datetime, to_maxtime=False) if start_datetime else None
end_datetime = to_datetime(end_datetime, to_maxtime=False) if end_datetime else None
dates, values = await self.key_to_lists(
key=key, start_datetime=start_datetime, end_datetime=end_datetime, dropna=dropna
)
# Construct series
index = pd.to_datetime(dates, utc=True)
series = pd.Series(values, index=index, name=key)
# Check for correct series
if not isinstance(series.index, pd.DatetimeIndex):
raise TypeError(f"Expected pd.DatetimeIndex, but got {type(series.index).__name__}.")
if series.index.tz is None:
raise TypeError("Expected timezone-aware DatetimeIndex.")
return series
async def key_to_series(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
fill_method: Optional[FillMethod] = None,
resample_method: ResampleMethod = "mean",
dropna: bool = True,
boundary: BoundaryMode = "context",
align_to_interval: bool = False,
) -> pd.Series:
"""Return a pandas Series for a data key.
The method performs all preprocessing required for resampling:
- validates the input arguments,
- extends the query window when context resampling is requested,
- loads the raw database values,
- inserts boundary values when necessary,
- determines the resampling origin,
- performs aggregation,
- fills missing values,
- truncates the result back to the requested interval.
The DatetimeIndex represents the actual bucket timestamps and should therefore be
considered the authoritative timestamp information for the resampled data.
Args:
key (str): The field name in the DataRecord from which to extract values.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
fill_method (str): Method to handle missing values during resampling.
- 'linear': Linearly interpolate missing values (for numeric data only).
- 'time': Interpolate missing values (for numeric data only).
- 'ffill': Forward fill missing values.
- 'bfill': Backward fill missing values.
- Defaults to 'linear' for numeric values, otherwise 'ffill'.
resample_method (str):
Method used to aggregate values within a resampling interval.
- "first": Use the first value in each interval.
- "mean": Compute the arithmetic mean of all samples in each interval.
- "interval_mean": Compute the time-weighted mean assuming each
value remains valid until the next timestamp (piecewise-constant
signal).
dropna: (bool): Whether to drop NAN/ None values before processing.
Defaults to True.
boundary (Literal["strict", "context"]): resampling boundary
"strict" → only values inside [start, end)
"context" → include one value before and after for proper resampling
align_to_interval (bool): When True, snap the resample origin to the nearest
UTC epoch-aligned boundary of ``interval`` before resampling. This ensures
that bucket timestamps always fall on wall-clock-round times regardless of
when ``start_datetime`` falls:
- 15-minute interval → buckets on :00, :15, :30, :45
- 1-hour interval → buckets on the hour
When False (default), the origin is ``query_start`` (or ``"start_day"`` when
no start is given), preserving the existing behaviour where buckets are
aligned to the query window rather than the clock.
Set to True when storing compacted records back to the database so that the
resulting timestamps are predictable and human-readable. Leave False for
forecast or reporting queries where alignment to the exact query window is
more important than clock-round boundaries.
Returns:
A resampled pandas Series whose index contains the correct timestamps
for every returned value.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
# Validate fill method
if fill_method not in ("ffill", "bfill", "linear", "time", "none", None):
raise ValueError(f"Unsupported fill method: {fill_method}")
if resample_method not in ("first", "mean", "interval_mean"):
raise ValueError(f"Unsupported resample method: {resample_method}")
if boundary not in ("strict", "context"):
raise ValueError(f"Unsupported boundary mode: {boundary}")
# Ensure datetime objects are normalized
start_datetime = to_datetime(start_datetime, to_maxtime=False) if start_datetime else None
end_datetime = to_datetime(end_datetime, to_maxtime=False) if end_datetime else None
if interval is None:
interval = to_duration("1 hour")
resample_freq = "1h"
else:
# Ensure interval is normalized
interval = to_duration(interval)
resample_freq = to_duration(interval, as_string="pandas")
# Extend window for context resampling
query_start = start_datetime
query_end = end_datetime
if boundary == "context":
# include one timestamp before and after for proper resampling
if query_start is not None:
# We have a start datetime - look for previous entry
start_timestamp = DatabaseTimestamp.from_datetime(query_start)
query_start_timestamp = await self.db_previous_timestamp(start_timestamp)
if query_start_timestamp:
query_start = DatabaseTimestamp.to_datetime(query_start_timestamp)
if end_datetime is not None:
# We have a end datetime - look for next entry
end_timestamp = DatabaseTimestamp.from_datetime(query_end)
query_end_timestamp = await self.db_next_timestamp(end_timestamp)
if query_end_timestamp is None:
# Ensure at least end_datetime is included (excluded by definition)
query_end = end_datetime.add(seconds=1)
else:
query_end = DatabaseTimestamp.to_datetime(query_end_timestamp).add(seconds=1)
# Load raw series
series = await self.key_to_raw_series(
key=key, start_datetime=query_start, end_datetime=query_end, dropna=dropna
)
# Ensure we have at least one value
if series.empty:
dummy_time = (
query_start - interval if query_start is not None else to_datetime(to_maxtime=False)
)
series = pd.Series(
[None],
index=pd.DatetimeIndex([dummy_time], tz="UTC"),
name=key,
)
if query_start is not None:
idx = series.index
# Number of samples before query_start
start_index = idx.searchsorted(pd.Timestamp(query_start), side="left")
if start_index == 0:
# No value before query_start -> prepend dummy
prepend = pd.Series(
[series.iloc[0]],
index=pd.DatetimeIndex([query_start - interval], tz="UTC"),
name=key,
)
series = pd.concat([prepend, series])
elif start_index > 1:
# Keep only the last sample before query_start
series = series.iloc[start_index - 1 :]
# Determine resample origin
if align_to_interval:
# Snap to nearest UTC epoch-aligned floor of the interval so that bucket
# timestamps land on wall-clock-round boundaries (:00, :15, :30, :45 etc.)
# regardless of sub-second jitter in query_start.
interval_sec = int(interval.total_seconds())
if interval_sec > 0:
start_epoch = int(query_start.timestamp())
floored_epoch = (start_epoch // interval_sec) * interval_sec
resample_origin: Union[str, pd.Timestamp] = pd.Timestamp(
floored_epoch, unit="s", tz="UTC"
)
else:
resample_origin = query_start
else:
# Original behaviour: align to the query window start.
resample_origin = query_start
else:
# We do not have a query_start, align resample buckets to midnight of first day
resample_origin = "start_day"
if query_end is not None:
if compare_datetimes(to_datetime(series.index[-1]), query_end).lt:
append = pd.Series(
[series.iloc[-1]],
index=pd.DatetimeIndex([query_end], tz="UTC"),
name=key,
)
series = pd.concat([series, append])
# Check for numeric values
numeric_series = pd.to_numeric(series, errors="coerce") # ensures float64, not object dtype
is_numeric = numeric_series.dropna().notna().all()
# Determine default fill method depending on dtype
if fill_method is None:
if is_numeric:
fill_method = "time"
else:
fill_method = "ffill"
# Perform the resampling
if is_numeric:
# Step 1: aggregate — collapses sub-interval data (e.g. 4x 15min → 1h mean).
# numeric_series has NaN for buckets where no data existed at all.
if resample_method == "first":
resampled = numeric_series.resample(
resample_freq,
origin=resample_origin,
).first()
elif resample_method == "mean":
resampled = numeric_series.resample(
resample_freq,
origin=resample_origin,
).mean()
elif resample_method == "interval_mean":
# Treat each value as valid until the next timestamp.
expanded = numeric_series.resample("1s").ffill()
resampled = expanded.resample(
resample_freq,
origin=resample_origin,
).mean()
else:
raise ValueError(f"Unsupported resample method: {resample_method}")
# Step 2: fill gaps — interpolates or fills the NaN buckets from step 1.
if fill_method in ("linear", "time"):
# Both are equivalent post-resample (equally-spaced index),
# but 'time' is kept as the label for clarity.
resampled = resampled.interpolate("time")
elif fill_method == "ffill":
resampled = resampled.ffill()
elif fill_method == "bfill":
resampled = resampled.bfill()
# fill_method == "none": leave NaNs in place
else:
resampled = series.resample(resample_freq, origin=resample_origin).first()
if fill_method == "ffill":
resampled = resampled.ffill()
elif fill_method == "bfill":
resampled = resampled.bfill()
if start_datetime is not None and len(resampled) > 0:
resampled = resampled.truncate(before=start_datetime)
if end_datetime is not None and len(resampled) > 0:
resampled = resampled.truncate(after=end_datetime.subtract(seconds=1))
logger.debug(
"Resampled series for '{}' with length {}: {}...{}",
key,
len(resampled),
resampled[:10],
resampled[-10:],
)
return resampled
async def key_from_series(self, key: str, series: pd.Series) -> None:
"""Update the DataSequence from a Pandas Series.
The series index should represent the date_time of each DataRecord, and the series values
should represent the corresponding data values for the specified key.
Args:
series (pd.Series): A Pandas Series containing data to update the DataSequence.
key (str): The field name in the DataRecord that corresponds to the values in the Series.
"""
async with self._record_lock:
await self._key_from_series(key, series)
async def key_to_array(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
fill_method: Optional[FillMethod] = None,
resample_method: ResampleMethod = "mean",
dropna: bool = True,
boundary: BoundaryMode = "context",
align_to_interval: bool = False,
) -> NDArray[Shape["*"], Any]:
"""Extract an array indexed by fixed time intervals from data records within an optional date range.
Args:
key (str): The field name in the DataRecord from which to extract values.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
fill_method (str): Method to handle missing values during resampling.
- 'linear': Linearly interpolate missing values (for numeric data only).
- 'time': Interpolate missing values (for numeric data only).
- 'ffill': Forward fill missing values.
- 'bfill': Backward fill missing values.
- Defaults to 'linear' for numeric values, otherwise 'ffill'.
resample_method (str):
Method used to aggregate values within a resampling interval.
- "first": Use the first value in each interval.
- "mean": Compute the arithmetic mean of all samples in each interval.
- "interval_mean": Compute the time-weighted mean assuming each
value remains valid until the next timestamp (piecewise-constant
signal).
dropna: (bool): Whether to drop NAN/ None values before processing.
Defaults to True.
boundary (Literal["strict", "context"]): resampling boundary
"strict" → only values inside [start, end)
"context" → include one value before and after for proper resampling
align_to_interval (bool): When True, snap the resample origin to the nearest
UTC epoch-aligned boundary of ``interval`` before resampling. This ensures
that bucket timestamps always fall on wall-clock-round times regardless of
when ``start_datetime`` falls:
- 15-minute interval → buckets on :00, :15, :30, :45
- 1-hour interval → buckets on the hour
When False (default), the origin is ``query_start`` (or ``"start_day"`` when
no start is given), preserving the existing behaviour where buckets are
aligned to the query window rather than the clock.
Set to True when storing compacted records back to the database so that the
resulting timestamps are predictable and human-readable. Leave False for
forecast or reporting queries where alignment to the exact query window is
more important than clock-round boundaries.
Returns:
np.ndarray: A NumPy Array of the values at the chosen frequency extracted from the
specified key.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
series = await self.key_to_series(
key=key,
start_datetime=start_datetime,
end_datetime=end_datetime,
interval=interval,
fill_method=fill_method,
resample_method=resample_method,
dropna=dropna,
boundary=boundary,
align_to_interval=align_to_interval,
)
array = series.to_numpy()
# Convert NaN to None if necessary
if (
isinstance(array, np.ndarray)
and np.issubdtype(array.dtype.type, np.floating)
and pd.isna(array).any()
):
array = array.astype(object)
array[pd.isna(array)] = None
logger.debug(
"Array for '{}' with length {}: {}...{}",
key,
len(array),
array[:10],
array[-10:],
)
return array
async def to_dataframe(
self,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
) -> pd.DataFrame:
"""Converts the sequence of DataRecord instances into a Pandas DataFrame.
Args:
start_datetime (Optional[datetime]): The lower bound for filtering (inclusive).
Defaults to the earliest possible datetime if None.
end_datetime (Optional[datetime]): The upper bound for filtering (exclusive).
Defaults to the latest possible datetime if None.
Returns:
pd.DataFrame: A DataFrame containing the filtered data from all records.
"""
if not self.records:
return pd.DataFrame() # Return empty DataFrame if no records exist
# Ensure datetime objects are normalized
start_timestamp = (
DatabaseTimestamp.from_datetime(start_datetime) if start_datetime else None
)
end_timestamp = DatabaseTimestamp.from_datetime(end_datetime) if end_datetime else None
# Convert filtered records to a dictionary list
data = [
record.model_dump()
async for record in self.db_iterate_records(
start_timestamp=start_timestamp, end_timestamp=end_timestamp
)
]
# Convert to DataFrame
df = pd.DataFrame(data)
if df.empty:
return df
# Ensure `date_time` column exists and use it for the index
if not "date_time" in df.columns:
error_msg = f"Cannot create dataframe: no `date_time` column in `{df}`."
logger.error(error_msg)
raise TypeError(error_msg)
df.index = pd.DatetimeIndex(df["date_time"])
return df
async def delete_by_datetime(
self,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
) -> int:
"""Delete records in the given datetime range.
Deletes records from memory and, if database storage is enabled, from the database.
Returns the maximum of in-memory and database deletions.
Args:
start_datetime: Start datetime (inclusive)
end_datetime: End datetime (exclusive)
Returns:
Number of records deleted (max of memory and database deletions)
"""
# Ensure datetime objects are normalized
start_timestamp = (
DatabaseTimestamp.from_datetime(start_datetime) if start_datetime else None
)
end_timestamp = DatabaseTimestamp.from_datetime(end_datetime) if end_datetime else None
return await self.db_delete_records(
start_timestamp=start_timestamp, end_timestamp=end_timestamp
)
async def key_delete_by_datetime(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
) -> None:
"""Delete an attribute specified by `key` from records in the sequence within a given datetime range.
This method removes the attribute identified by `key` from records that have a `date_time` value falling
within the specified `start_datetime` (inclusive) and `end_datetime` (exclusive) range.
- If only `start_datetime` is specified, attributes will be removed from records from that date onward.
- If only `end_datetime` is specified, attributes will be removed from records up to that date.
- If neither `start_datetime` nor `end_datetime` is given, the attribute will be removed from all records.
Args:
key (str): The attribute name to delete from each record.
start_datetime (datetime, optional): The start datetime to begin attribute deletion (inclusive).
end_datetime (datetime, optional): The end datetime to stop attribute deletion (exclusive).
Raises:
KeyError: If `key` is not a valid attribute of the records.
"""
self._validate_key_writable(key)
# Ensure datetime objects are normalized
start_timestamp = (
DatabaseTimestamp.from_datetime(start_datetime) if start_datetime else None
)
end_timestamp = DatabaseTimestamp.from_datetime(end_datetime) if end_datetime else None
async for record in self.db_iterate_records(start_timestamp, end_timestamp):
del record[key]
await self.db_mark_dirty_record(record)
async def _save(self) -> bool:
"""Save data records to persistent storage.
Internal implementation of `save`. Callers must
acquire ``self._sequence_lock`` and "self._record_lock" before calling this method.
Returns:
True in case the data records were saved, False otherwise.
"""
if not self.db_enabled:
return False
saved = await self.db_save_records()
return saved > 0
async def _load(self) -> bool:
"""Load data records from from persistent storage.
Internal implementation of `load`. Callers must
acquire ``self._sequence_lock`` and "self._record_lock" before calling this method.
Returns:
True in case the data records were loaded, False otherwise.
"""
if not self.db_enabled:
return False
loaded = await self.db_load_records()
return loaded > 0
async def save(self) -> bool:
"""Save data records to persistent storage.
Acquires both the bulk and write locks for the duration, ensuring no
concurrent writes or other bulk operations can interleave.
Returns:
True if the records were saved, False otherwise.
"""
async with self._sequence_lock:
async with self._record_lock:
return await self._save()
async def load(self) -> bool:
"""Load data records from persistent storage.
Acquires both the bulk and write locks for the duration, ensuring no
concurrent writes or other bulk operations can interleave.
Returns:
True if the records were loaded, False otherwise.
"""
async with self._sequence_lock:
async with self._record_lock:
return await self._load()
# ----------------------- DataSequence Database Protocol ---------------------
# Required interface propagated to derived class.
# - db_keep_duration
# - db_namespace
# ==================== DataProvider ====================
class DataProvider(SingletonMixin, DataSequence):
"""Abstract base class for data providers with singleton thread-safety and configurable data parameters.
This class serves as a base for managing generic data, providing an interface for derived
classes to maintain a single instance across threads. It offers attributes for managing
data and historical data retention.
Note:
Derived classes have to provide their own records field with correct record type set.
"""
update_datetime: Optional[AwareDatetime] = Field(
None, json_schema_extra={"description": "Latest update datetime for generic data"}
)
@abstractmethod
def provider_id(self) -> str:
"""Return the unique identifier for the data provider.
To be implemented by derived classes.
"""
return "DataProvider"
@abstractmethod
def enabled(self) -> bool:
"""Return True if the provider is enabled according to configuration.
To be implemented by derived classes.
"""
raise NotImplementedError()
@abstractmethod
async def _update_data(self, force_update: Optional[bool] = False) -> None:
"""Custom data update logic to be implemented by derived classes.
This method is always called while `_sequence_lock` and ``_record_lock`` is held by the
caller. Implementations must therefore use the internal ``_insert_by_datetime()``,
``_update_value()``, ``_key_from_lists()``, and ``_key_from_series()``
methods rather than their public async counterparts, to avoid deadlock.
Args:
force_update: If True, forces update even if data is still cached.
"""
pass
def __init__(self, *args: Any, **kwargs: Any) -> None:
if hasattr(self, "_initialized"):
return
super().__init__(*args, **kwargs)
def db_namespace(self) -> str:
"""Namespace of database."""
return self.provider_id()
async def update_data(
self,
force_enable: Optional[bool] = False,
force_update: Optional[bool] = False,
) -> None:
"""Calls the custom update function if enabled or forced.
Args:
force_enable (bool, optional): If True, forces the update even if the provider is disabled.
force_update (bool, optional): If True, forces the provider to update the data even if still cached.
"""
# Check after configuration is updated.
if not force_enable and not self.enabled():
return
# Call the custom update logic
async with self._sequence_lock:
async with self._record_lock:
await self._update_data(force_update=force_update)
# ==================== DataImportMixin ====================
class DataImportMixin(StartMixin):
"""Mixin class for import of generic data.
This class is designed to handle generic data provided in the form of a key-value dictionary.
- **Keys**: Represent identifiers from the record keys of a specific data.
- **Values**: Are lists of data values starting at a specified start_datetime, where
each value corresponds to a subsequent time interval (e.g., hourly).
Two special keys are handled. start_datetime may be used to defined the starting datetime of
the values. ìnterval may be used to define the fixed time interval between two values.
On import self.update_value(datetime, key, value) is called which has to be provided.
Also self.ems_start_datetime may be necessary as a default in case start_datetime is not
given.
"""
# Tell mypy these attributes exist (will be provided by subclasses or other mixins)
if TYPE_CHECKING:
@property
def _sequence_lock(self) -> asyncio.Lock: ...
@property
def _record_lock(self) -> asyncio.Lock: ...
@classproperty
def ems_start_datetime(cls) -> Optional[DateTime]: ...
@property
def record_keys_writable(self) -> list[str]: ...
async def _import_from_dict(
self,
import_data: dict,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a dictionary.
This method reads generic data from a dictionary, matches keys based on the
record keys and the provided `key_prefix`, and updates the data values sequentially.
All value lists must have the same length.
Internal implementation of `import_from_dict`. Callers must
acquire ``self._sequence_lock`` and "self._record_lock" before calling this method.
Args:
import_data (dict): Dictionary containing the generic data with optional
'start_datetime' and 'interval' keys.
key_prefix (str, optional): A prefix to filter relevant keys from the generic data.
Only keys starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime of values if not in dict.
interval (Duration, optional): The fixed time interval if not in dict.
Raises:
ValueError: If value lists have different lengths or if datetime conversion fails.
"""
# Handle datetime and interval from dict or parameters
if "start_datetime" in import_data:
try:
start_datetime = to_datetime(import_data["start_datetime"])
except (ValueError, TypeError) as e:
raise ValueError(f"Invalid start_datetime in import data: {e}")
if start_datetime is None:
start_datetime = self.ems_start_datetime
if "interval" in import_data:
try:
interval = to_duration(import_data["interval"])
except (ValueError, TypeError) as e:
raise ValueError(f"Invalid interval in import data: {e}")
if interval is None:
interval = to_duration("1 hour")
interval_steps_per_hour = int(3600 / interval.total_seconds())
if interval.total_seconds() * interval_steps_per_hour != 3600:
error_msg = f"Interval {interval} does not fit into hour."
logger.error(error_msg)
raise NotImplementedError(error_msg)
# Filter keys based on key_prefix and record_keys_writable
valid_keys = [
key
for key in import_data.keys()
if key.startswith(key_prefix)
and key in self.record_keys_writable
and key not in ("start_datetime", "interval")
]
if not valid_keys:
return
# Validate all value lists have the same length
value_lengths = []
for key in valid_keys:
value_list = import_data[key]
if not isinstance(value_list, (list, tuple, np.ndarray)):
raise ValueError(f"Value for key '{key}' must be a list, tuple, or array")
value_lengths.append(len(value_list))
if len(set(value_lengths)) > 1:
raise ValueError(
f"All value lists must have the same length. Found lengths: "
f"{dict(zip(valid_keys, value_lengths))}"
)
values_count = value_lengths[0]
# Process each valid key
start_timestamp = DatabaseTimestamp.from_datetime(start_datetime)
for key in valid_keys:
try:
values = import_data[key]
# Update values, skipping any None/NaN
for value_index, value_db_datetime in enumerate(
self.db_generate_timestamps(start_timestamp, values_count, interval) # type: ignore[attr-defined]
):
value = values[value_index]
value_datetime = DatabaseTimestamp.to_datetime(value_db_datetime)
if value is not None and not pd.isna(value):
await self._update_value(value_datetime, key, value) # type: ignore
except (IndexError, TypeError) as e:
raise ValueError(f"Error processing values for key '{key}': {e}")
async def _import_from_dataframe(
self,
df: pd.DataFrame,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a pandas DataFrame.
This method reads generic data from a DataFrame, matches columns based on the
record keys and the provided `key_prefix`, and updates the data values using
the DataFrame's index as timestamps.
Internal implementation of `import_from_dataframe`. Callers must
acquire ``self._sequence_lock`` and "self._record_lock" before calling this method.
Args:
df (pd.DataFrame): DataFrame containing the generic data with datetime index
or sequential values.
key_prefix (str, optional): A prefix to filter relevant columns from the DataFrame.
Only columns starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime if DataFrame doesn't have datetime index.
interval (Duration, optional): The fixed time interval if DataFrame doesn't have datetime index.
Raises:
ValueError: If DataFrame structure is invalid or datetime conversion fails.
"""
# Validate DataFrame
if not isinstance(df, pd.DataFrame):
raise ValueError("Input must be a pandas DataFrame")
# Handle datetime index
if isinstance(df.index, pd.DatetimeIndex):
try:
index_datetimes = [to_datetime(dt) for dt in df.index]
has_datetime_index = True
except (ValueError, TypeError) as e:
raise ValueError(f"Invalid datetime index in DataFrame: {e}")
else:
if start_datetime is None:
start_datetime = self.ems_start_datetime
has_datetime_index = False
# Filter columns based on key_prefix and record_keys_writable
valid_columns = [
col
for col in df.columns
if col.startswith(key_prefix) and col in self.record_keys_writable
]
if not valid_columns:
return
# For DataFrame, length validation is implicit since all columns have same length
values_count = len(df)
# Generate value_datetime_mapping once if not using datetime index
if not has_datetime_index:
# Create values datetime list
start_timestamp = DatabaseTimestamp.from_datetime(start_datetime)
value_db_datetimes = list(
self.db_generate_timestamps(start_timestamp, values_count, interval) # type: ignore[attr-defined]
)
# Process each valid column
for column in valid_columns:
try:
values = df[column].tolist()
if has_datetime_index:
# Use the DataFrame's datetime index
for dt, value in zip(index_datetimes, values):
if value is not None and not pd.isna(value):
await self._update_value(dt, column, value) # type: ignore
else:
# Use the pre-generated datetime index
for value_index in range(values_count):
value = values[value_index]
value_datetime = DatabaseTimestamp.to_datetime(
value_db_datetimes[value_index]
)
if value is not None and not pd.isna(value):
await self._update_value(value_datetime, column, value) # type: ignore
except Exception as e:
raise ValueError(f"Error processing column '{column}': {e}")
async def _import_from_json(
self,
json_str: str,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a JSON string.
This method reads generic data from a JSON string, matches keys based on the
record keys and the provided `key_prefix`, and updates the data values sequentially,
starting from the `start_datetime`.
If start_datetime and or interval is given in the JSON dict it will be used. Otherwise
the given parameters are used. If None is given start_datetime defaults to
'self.ems_start_datetime' and interval defaults to 1 hour.
Internal implementation of `import_from_json`. Callers must
acquire ``self._sequence_lock`` and "self._record_lock" before calling this method.
Args:
json_str (str): The JSON string containing the generic data.
key_prefix (str, optional): A prefix to filter relevant keys from the generic data.
Only keys starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime of values.
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
Raises:
JSONDecodeError: If the file content is not valid JSON.
Example:
Given a JSON string with the following content and `key_prefix = "load"`, only the
"loadforecast_power_w" key will be processed even though both keys are in the record.
.. code-block:: json
{
"start_datetime": "2024-11-10 00:00:00",
"interval": "30 minutes",
"loadforecast_power_w": [20.5, 21.0, 22.1],
"other_xyz: [10.5, 11.0, 12.1]
}
"""
# Strip quotes if provided - does not effect unquoted string
json_str = json_str.strip() # strip white space at start and end
if (json_str.startswith("'") and json_str.endswith("'")) or (
json_str.startswith('"') and json_str.endswith('"')
):
json_str = json_str[1:-1] # strip outer quotes
json_str = json_str.strip() # strip remaining white space at start and end
# Try pandas dataframe with orient="split"
try:
import_data = PydanticDateTimeDataFrame.model_validate_json(json_str)
await self._import_from_dataframe(import_data.to_dataframe())
return
except ValidationError as e:
error_msg = ""
for error in e.errors():
field = " -> ".join(str(x) for x in error["loc"])
message = error["msg"]
error_type = error["type"]
error_msg += f"Field: {field}\nError: {message}\nType: {error_type}\n"
logger.debug(f"PydanticDateTimeDataFrame import: {error_msg}")
# Try dictionary with special keys start_datetime and interval
try:
import_data = PydanticDateTimeData.model_validate_json(json_str)
await self._import_from_dict(import_data.to_dict())
return
except ValidationError as e:
error_msg = ""
for error in e.errors():
field = " -> ".join(str(x) for x in error["loc"])
message = error["msg"]
error_type = error["type"]
error_msg += f"Field: {field}\nError: {message}\nType: {error_type}\n"
logger.debug(f"PydanticDateTimeData import: {error_msg}")
# Use simple dict format
try:
import_data = json.loads(json_str)
await self._import_from_dict(
import_data, key_prefix=key_prefix, start_datetime=start_datetime, interval=interval
)
except Exception as e:
error_msg = f"Invalid JSON string '{json_str}': {e}"
logger.debug(error_msg)
raise ValueError(error_msg) from e
async def _import_from_file(
self,
import_file_path: Path,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a file.
This method reads generic data from a JSON file, matches keys based on the
record keys and the provided `key_prefix`, and updates the data values sequentially,
starting from the `start_datetime`. Each data value is associated with an hourly
interval.
If start_datetime and or interval is given in the JSON dict it will be used. Otherwise
the given parameters are used. If None is given start_datetime defaults to
'self.ems_start_datetime' and interval defaults to 1 hour.
Internal implementation of `import_from_file`. Callers must
acquire ``self._sequence_lock`` and "self._record_lock" before calling this method.
Args:
import_file_path (Path): The path to the JSON file containing the generic data.
key_prefix (str, optional): A prefix to filter relevant keys from the generic data.
Only keys starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime of values.
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
Raises:
FileNotFoundError: If the specified file does not exist.
JSONDecodeError: If the file content is not valid JSON.
Example:
Given a JSON file with the following content and `key_prefix = "load"`, only the
"loadforecast_power_w" key will be processed even though both keys are in the record.
.. code-block:: json
{
"loadforecast_power_w": [20.5, 21.0, 22.1],
"other_xyz: [10.5, 11.0, 12.1],
}
"""
with import_file_path.open("r", encoding="utf-8", newline=None) as import_file:
import_str = import_file.read()
await self._import_from_json(
import_str, key_prefix=key_prefix, start_datetime=start_datetime, interval=interval
)
async def import_from_dict(
self,
import_data: dict,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a dictionary.
This method reads generic data from a dictionary, matches keys based on the
record keys and the provided `key_prefix`, and updates the data values sequentially.
All value lists must have the same length.
Args:
import_data (dict): Dictionary containing the generic data with optional
'start_datetime' and 'interval' keys.
key_prefix (str, optional): A prefix to filter relevant keys from the generic data.
Only keys starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime of values if not in dict.
interval (Duration, optional): The fixed time interval if not in dict.
Raises:
ValueError: If value lists have different lengths or if datetime conversion fails.
"""
async with self._sequence_lock:
async with self._record_lock:
await self._import_from_dict(import_data, key_prefix, start_datetime, interval)
async def import_from_dataframe(
self,
df: pd.DataFrame,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a pandas DataFrame.
This method reads generic data from a DataFrame, matches columns based on the
record keys and the provided `key_prefix`, and updates the data values using
the DataFrame's index as timestamps.
Args:
df (pd.DataFrame): DataFrame containing the generic data with datetime index
or sequential values.
key_prefix (str, optional): A prefix to filter relevant columns from the DataFrame.
Only columns starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime if DataFrame doesn't have datetime index.
interval (Duration, optional): The fixed time interval if DataFrame doesn't have datetime index.
Raises:
ValueError: If DataFrame structure is invalid or datetime conversion fails.
"""
async with self._sequence_lock:
async with self._record_lock:
await self._import_from_dataframe(df, key_prefix, start_datetime, interval)
async def import_from_json(
self,
json_str: str,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a JSON string.
This method reads generic data from a JSON string, matches keys based on the
record keys and the provided `key_prefix`, and updates the data values sequentially,
starting from the `start_datetime`.
If start_datetime and or interval is given in the JSON dict it will be used. Otherwise
the given parameters are used. If None is given start_datetime defaults to
'self.ems_start_datetime' and interval defaults to 1 hour.
Args:
json_str (str): The JSON string containing the generic data.
key_prefix (str, optional): A prefix to filter relevant keys from the generic data.
Only keys starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime of values.
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
Raises:
JSONDecodeError: If the file content is not valid JSON.
Example:
Given a JSON string with the following content and `key_prefix = "load"`, only the
"loadforecast_power_w" key will be processed even though both keys are in the record.
.. code-block:: json
{
"start_datetime": "2024-11-10 00:00:00",
"interval": "30 minutes",
"loadforecast_power_w": [20.5, 21.0, 22.1],
"other_xyz: [10.5, 11.0, 12.1]
}
"""
async with self._sequence_lock:
async with self._record_lock:
await self._import_from_json(json_str, key_prefix, start_datetime, interval)
async def import_from_file(
self,
import_file_path: Path,
key_prefix: str = "",
start_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
) -> None:
"""Updates generic data by importing it from a file.
This method reads generic data from a JSON file, matches keys based on the
record keys and the provided `key_prefix`, and updates the data values sequentially,
starting from the `start_datetime`. Each data value is associated with an hourly
interval.
If start_datetime and or interval is given in the JSON dict it will be used. Otherwise
the given parameters are used. If None is given start_datetime defaults to
'self.ems_start_datetime' and interval defaults to 1 hour.
Args:
import_file_path (Path): The path to the JSON file containing the generic data.
key_prefix (str, optional): A prefix to filter relevant keys from the generic data.
Only keys starting with this prefix will be considered. Defaults to an empty string.
start_datetime (DateTime, optional): Start datetime of values.
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
Raises:
FileNotFoundError: If the specified file does not exist.
JSONDecodeError: If the file content is not valid JSON.
Example:
Given a JSON file with the following content and `key_prefix = "load"`, only the
"loadforecast_power_w" key will be processed even though both keys are in the record.
.. code-block:: json
{
"loadforecast_power_w": [20.5, 21.0, 22.1],
"other_xyz: [10.5, 11.0, 12.1],
}
"""
async with self._sequence_lock:
async with self._record_lock:
await self._import_from_file(import_file_path, key_prefix, start_datetime, interval)
# ==================== DataImportProvider ====================
class DataImportProvider(DataImportMixin, DataProvider):
"""Abstract base class for data providers that import generic data.
This class is designed to handle generic data provided in the form of a key-value dictionary.
- **Keys**: Represent identifiers from the record keys of a specific data.
- **Values**: Are lists of data values starting at a specified `start_datetime`, where
each value corresponds to a subsequent time interval (e.g., hourly).
Subclasses must implement the logic for managing generic data based on the imported records.
"""
pass
# ==================== DataContainer ====================
class DataContainer(SingletonMixin, DataABC):
"""A container for managing multiple DataProvider instances.
This class enables access to data from multiple data providers, supporting retrieval and
aggregation of their data as Pandas Series objects. It acts as a dictionary-like structure
where each key represents a specific data field, and the value is a Pandas Series containing
combined data from all DataProvider instances for that key.
Note:
Derived classes have to provide their own providers field with correct provider type set.
"""
# To be overloaded by derived classes.
providers: list[DataProvider] = Field(
default_factory=list, json_schema_extra={"description": "List of data providers"}
)
@property
def _container_lock(self) -> asyncio.Lock:
"""Coarse-grained lock for bulk operations across providers.
The lock guards cross-provider consistency during container operations.
"""
try:
return object.__getattribute__(self, "_container_lock_instance")
except AttributeError:
lock = asyncio.Lock()
object.__setattr__(self, "_container_lock_instance", lock)
return lock
@field_validator("providers", mode="after")
def check_providers(cls, value: list[DataProvider]) -> list[DataProvider]:
# Check each item in the list
for item in value:
if not isinstance(item, DataProvider):
raise TypeError(
f"Each item in the providers list must be a DataProvider, got {type(item).__name__}"
)
return value
@property
def enabled_providers(self) -> list[Any]:
"""List of providers that are currently enabled."""
enab = []
for provider in self.providers:
if provider.enabled():
enab.append(provider)
return enab
@property
def record_keys(self) -> list[str]:
"""Returns the keys of all fields in the data records of all enabled providers."""
key_set = set(
chain.from_iterable(provider.record_keys for provider in self.enabled_providers)
)
return list(key_set)
@property
def record_keys_writable(self) -> list[str]:
"""Returns the keys of all fields in the data records that are writable of all enabled providers."""
key_set = set(
chain.from_iterable(
provider.record_keys_writable for provider in self.enabled_providers
)
)
return list(key_set)
def __init__(self, *args: Any, **kwargs: Any) -> None:
if hasattr(self, "_initialized"):
return
super().__init__(*args, **kwargs)
def __iter__(self) -> Iterator[str]:
"""Return an iterator over all unique keys available across providers.
Returns:
Iterator[str]: An iterator over the unique keys from all providers.
"""
return iter(self.record_keys)
def __len__(self) -> int:
"""Return the number of keys in the container.
Returns:
int: The total number of keys in this container.
"""
return len(self.record_keys)
def __repr__(self) -> str:
"""Provide a string representation of the DataContainer instance.
Returns:
str: A string representing the container and its contained providers.
"""
return f"{self.__class__.__name__}({self.providers})"
def keys(self) -> KeysView[str]:
return dict.fromkeys(self.record_keys).keys()
async def update_data(
self,
force_enable: Optional[bool] = False,
force_update: Optional[bool] = False,
) -> None:
"""Update data from all providers.
Acquires both the bulk and write locks for the duration, ensuring no
concurrent writes or other bulk operations can interleave with the
provider updates.
Args:
force_enable: If True, forces the update even if a provider is disabled.
force_update: If True, forces providers to update even if data is cached.
Raises:
RuntimeError: If an enabled provider fails during update.
"""
async with self._container_lock:
for provider in self.providers:
try:
await provider.update_data(force_enable=force_enable, force_update=force_update)
except Exception as e:
trace = "".join(traceback.TracebackException.from_exception(e).format())
error = (
f"Provider {provider.provider_id()} fails on update - "
f"enabled={provider.enabled()}, "
f"force_enable={force_enable}, "
f"force_update={force_update}"
f":\n{e}\n{trace}"
)
if provider.enabled():
# The active provider failed — this is a real error worth propagating.
logger.error(error)
raise RuntimeError(error)
else:
# A non-active provider failed (e.g. missing config while force_enable=True).
# Log as warning and continue so the remaining providers still run.
logger.warning(error)
async def key_to_raw_series(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
dropna: bool = True,
) -> pd.Series:
"""Extract a series indexed by the date_time field from data records within an optional date range.
Iterates through providers to find and return the first available series for the specified key.
Args:
key (str): The field name in the DataRecord from which to extract values.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
dropna: (bool): Whether to drop NAN/ None values before processing.
Defaults to True.
Returns:
pd.Series: A Pandas Series with the index as the date_time of each record
and the values extracted from the specified key.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
series = None
for provider in self.enabled_providers:
try:
series = await provider.key_to_raw_series(
key=key,
start_datetime=start_datetime,
end_datetime=end_datetime,
dropna=dropna,
)
break
except KeyError:
continue
if series is None:
raise KeyError(f"No data found for key '{key}'.")
return series
async def key_to_series(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
fill_method: Optional[FillMethod] = None,
resample_method: ResampleMethod = "mean",
dropna: bool = True,
boundary: BoundaryMode = "context",
align_to_interval: bool = False,
) -> pd.Series:
"""Extract a series indexed by the date_time field from data records within an optional date range.
Iterates through providers to find and return the first available series for the specified key.
Args:
key (str): The field name in the DataRecord from which to extract values.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
fill_method (str): Method to handle missing values during resampling.
- 'linear': Linearly interpolate missing values (for numeric data only).
- 'time': Interpolate missing values (for numeric data only).
- 'ffill': Forward fill missing values.
- 'bfill': Backward fill missing values.
- Defaults to 'linear' for numeric values, otherwise 'ffill'.
resample_method (str):
Method used to aggregate values within a resampling interval.
- "first": Use the first value in each interval.
- "mean": Compute the arithmetic mean of all samples in each interval.
- "interval_mean": Compute the time-weighted mean assuming each
value remains valid until the next timestamp (piecewise-constant
signal).
dropna: (bool): Whether to drop NAN/ None values before processing.
Defaults to True.
boundary (Literal["strict", "context"]):
"strict" → only values inside [start, end)
"context" → include one value before and after for proper resampling
align_to_interval (bool): When True, snap the resample origin to the nearest
UTC epoch-aligned boundary of ``interval`` before resampling. This ensures
that bucket timestamps always fall on wall-clock-round times regardless of
when ``start_datetime`` falls:
- 15-minute interval → buckets on :00, :15, :30, :45
- 1-hour interval → buckets on the hour
When False (default), the origin is ``query_start`` (or ``"start_day"`` when
no start is given), preserving the existing behaviour where buckets are
aligned to the query window rather than the clock.
Set to True when storing compacted records back to the database so that the
resulting timestamps are predictable and human-readable. Leave False for
forecast or reporting queries where alignment to the exact query window is
more important than clock-round boundaries.
Returns:
pd.Series: A Pandas Series with the index as the date_time of each record
and the values extracted from the specified key.
Raises:
KeyError: If the specified key is not found in any of the DataRecords.
"""
series = None
for provider in self.enabled_providers:
try:
series = await provider.key_to_series(
key=key,
start_datetime=start_datetime,
end_datetime=end_datetime,
interval=interval,
fill_method=fill_method,
resample_method=resample_method,
dropna=dropna,
boundary=boundary,
align_to_interval=align_to_interval,
)
break
except KeyError:
continue
if series is None:
raise KeyError(f"No data found for key '{key}'.")
return series
async def key_to_array(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
fill_method: Optional[FillMethod] = None,
resample_method: ResampleMethod = "mean",
dropna: bool = True,
boundary: BoundaryMode = "context",
align_to_interval: bool = False,
) -> NDArray[Shape["*"], Any]:
"""Retrieve an array indexed by fixed time intervals for a specified key from the data in each DataProvider.
Iterates through providers to find and return the first available array for the specified key.
Args:
key (str): The field name in the DataRecord from which to extract values.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
fill_method (str): Method to handle missing values during resampling.
- 'linear': Linearly interpolate missing values (for numeric data only).
- 'time': Interpolate missing values (for numeric data only).
- 'ffill': Forward fill missing values.
- 'bfill': Backward fill missing values.
- Defaults to 'linear' for numeric values, otherwise 'ffill'.
resample_method (str):
Method used to aggregate values within a resampling interval.
- "first": Use the first value in each interval.
- "mean": Compute the arithmetic mean of all samples in each interval.
- "interval_mean": Compute the time-weighted mean assuming each
value remains valid until the next timestamp (piecewise-constant
signal).
dropna: (bool): Whether to drop NAN/ None values before processing.
Defaults to True.
boundary (Literal["strict", "context"]):
"strict" → only values inside [start, end)
"context" → include one value before and after for proper resampling
align_to_interval (bool): When True, snap the resample origin to the nearest
UTC epoch-aligned boundary of ``interval`` before resampling. This ensures
that bucket timestamps always fall on wall-clock-round times regardless of
when ``start_datetime`` falls:
- 15-minute interval → buckets on :00, :15, :30, :45
- 1-hour interval → buckets on the hour
When False (default), the origin is ``query_start`` (or ``"start_day"`` when
no start is given), preserving the existing behaviour where buckets are
aligned to the query window rather than the clock.
Set to True when storing compacted records back to the database so that the
resulting timestamps are predictable and human-readable. Leave False for
forecast or reporting queries where alignment to the exact query window is
more important than clock-round boundaries.
Returns:
np.ndarray: A NumPy array containing aggregated data for the specified key.
Raises:
KeyError: If no provider contains data for the specified key.
Todo:
Cache the result in memory until the next `update_data` call.
"""
array = None
for provider in self.enabled_providers:
try:
array = await provider.key_to_array(
key=key,
start_datetime=start_datetime,
end_datetime=end_datetime,
interval=interval,
fill_method=fill_method,
resample_method=resample_method,
dropna=dropna,
boundary=boundary,
align_to_interval=align_to_interval,
)
break
except KeyError:
continue
if array is None:
raise KeyError(f"No data found for key '{key}'.")
return array
async def keys_to_dataframe(
self,
keys: list[str],
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
interval: Optional[Duration] = None,
fill_method: Optional[FillMethod] = None,
resample_method: ResampleMethod = "mean",
dropna: bool = True,
boundary: BoundaryMode = "context",
align_to_interval: bool = False,
) -> pd.DataFrame:
"""Retrieve a dataframe indexed by fixed time intervals for specified keys from the data in each DataProvider.
Generates a pandas DataFrame of data for each specified key, ensuring a common time index.
Args:
keys (list[str]): The field names in the DataRecords from which to extract values.
start_datetime (datetime, optional): The start date for filtering the records (inclusive).
end_datetime (datetime, optional): The end date for filtering the records (exclusive).
interval (duration, optional): The fixed time interval. Defaults to 1 hour.
fill_method (str): Method to handle missing values during resampling.
- 'linear': Linearly interpolate missing values (for numeric data only).
- 'time': Interpolate missing values (for numeric data only).
- 'ffill': Forward fill missing values.
- 'bfill': Backward fill missing values.
- Defaults to 'linear' for numeric values, otherwise 'ffill'.
resample_method (str):
Method used to aggregate values within a resampling interval.
- "first": Use the first value in each interval.
- "mean": Compute the arithmetic mean of all samples in each interval.
- "interval_mean": Compute the time-weighted mean assuming each
value remains valid until the next timestamp (piecewise-constant
signal).
dropna: (bool): Whether to drop NAN/ None values before processing.
Defaults to True.
boundary (Literal["strict", "context"]):
"strict" → only values inside [start, end)
"context" → include one value before and after for proper resampling
align_to_interval (bool): When True, snap the resample origin to the nearest
UTC epoch-aligned boundary of ``interval`` before resampling. This ensures
that bucket timestamps always fall on wall-clock-round times regardless of
when ``start_datetime`` falls:
- 15-minute interval → buckets on :00, :15, :30, :45
- 1-hour interval → buckets on the hour
When False (default), the origin is ``query_start`` (or ``"start_day"`` when
no start is given), preserving the existing behaviour where buckets are
aligned to the query window rather than the clock.
Set to True when storing compacted records back to the database so that the
resulting timestamps are predictable and human-readable. Leave False for
forecast or reporting queries where alignment to the exact query window is
more important than clock-round boundaries.
Returns:
pd.DataFrame: A DataFrame whose columns contain the (resampled) values
for each requested key and whose index is the common (resampled) DatetimeIndex.
Raises:
KeyError: If no valid data is found for any of the requested keys.
ValueError: If any retrieved series has a different DatetimeIndex than the first one.
"""
if not keys:
raise ValueError("keys must not be empty.")
# Ensure datetime objects are normalized
start_datetime = to_datetime(start_datetime, to_maxtime=False) if start_datetime else None
end_datetime = to_datetime(end_datetime, to_maxtime=False) if end_datetime else None
if interval is None:
interval = to_duration("1 hour")
if start_datetime is None:
# Take earliest datetime of all providers that are enabled
for provider in self.enabled_providers:
min_dt = await provider.min_datetime()
if start_datetime is None:
start_datetime = min_dt
elif min_dt and compare_datetimes(min_dt, start_datetime).lt:
start_datetime = min_dt
if end_datetime is None:
# Take latest datetime of all providers that are enabled
for provider in self.enabled_providers:
max_dt = await provider.max_datetime()
if end_datetime is None:
end_datetime = max_dt
elif max_dt and compare_datetimes(max_dt, end_datetime).gt:
end_datetime = max_dt
if end_datetime:
end_datetime = end_datetime.add(seconds=1)
# Create a DatetimeIndex based on start, end, and interval
if start_datetime is None or end_datetime is None:
raise ValueError(
f"Can not determine datetime range. Got '{start_datetime}'..'{end_datetime}'."
)
reference_index: Optional[pd.DatetimeIndex] = None
data: dict[str, pd.Series] = {}
for key in keys:
try:
series = await self.key_to_series(
key=key,
start_datetime=start_datetime,
end_datetime=end_datetime,
interval=interval,
fill_method=fill_method,
resample_method=resample_method,
dropna=dropna,
boundary=boundary,
align_to_interval=align_to_interval,
)
if not isinstance(series.index, pd.DatetimeIndex): # make mypy happy
raise TypeError(
f"Expected DatetimeIndex for key '{key}', got {type(series.index).__name__}"
)
if reference_index is None:
reference_index = series.index
elif not series.index.equals(reference_index):
raise ValueError(f"Time index mismatch for key '{key}'.")
data[key] = series
except KeyError as e:
raise KeyError(f"Failed to retrieve data for key '{key}': {e}") from e
if not data:
raise KeyError(f"No valid data found for the requested keys {keys}.")
return pd.DataFrame(data) # Pandas aligns the series in data by their index
async def key_delete_by_datetime(
self,
key: str,
start_datetime: Optional[DateTime] = None,
end_datetime: Optional[DateTime] = None,
) -> None:
"""Delete an attribute specified by `key` from records in the sequence within a given datetime range.
This method removes the attribute identified by `key` from records that have a `date_time` value falling
within the specified `start_datetime` (inclusive) and `end_datetime` (exclusive) range.
- If only `start_datetime` is specified, attributes will be removed from records from that date onward.
- If only `end_datetime` is specified, attributes will be removed from records up to that date.
- If neither `start_datetime` nor `end_datetime` is given, the attribute will be removed from all records.
Args:
key (str): The attribute name to delete from each record.
start_datetime (datetime, optional): The start datetime to begin attribute deletion (inclusive).
end_datetime (datetime, optional): The end datetime to stop attribute deletion (exclusive).
Raises:
KeyError: If `key` is not a valid attribute of the records.
"""
key_error = True
for provider in self.enabled_providers:
try:
await provider.key_delete_by_datetime(
key=key, start_datetime=start_datetime, end_datetime=end_datetime
)
key_error = False
except KeyError:
key_error = True
continue
if key_error:
raise KeyError(f"key `{key}` is not in predictions")
def provider_by_id(self, provider_id: str) -> DataProvider:
"""Retrieves a data provider by its unique identifier.
This method searches through the list of all available providers and
returns the first provider whose `provider_id` matches the given
`provider_id`. If no matching provider is found, the method returns `None`.
Args:
provider_id (str): The unique identifier of the desired data provider.
Returns:
DataProvider: The data provider matching the given `provider_id`.
Raises:
ValueError if provider id is unknown.
Example:
provider = data.provider_by_id("WeatherImport")
"""
providers = {provider.provider_id(): provider for provider in self.providers}
if provider_id not in providers:
error_msg = f"Unknown provider id: '{provider_id}' of '{providers.keys()}'."
logger.error(error_msg)
raise ValueError(error_msg)
return providers[provider_id]
# ----------------------- DataContainer Database Protocol ---------------------
async def save(self) -> bool:
"""Save data records of all providers to persistent storage.
Returns:
True if all providers saved successfully, False if any provider saved nothing.
Raises:
RuntimeError: If any provider fails to save.
"""
result = True
async with self._container_lock:
for provider in self.providers:
try:
saved = await provider.save()
if not saved:
result = False
except Exception as ex:
error = f"Provider {provider.provider_id()} fails on save: {ex}"
logger.error(error)
raise RuntimeError(error)
return result
async def load(self) -> bool:
"""Load data records of all providers from persistent storage.
Shall never be called from any _sequence_lock-held context (DataSequence and derived
classes), it will deadlock because asyncio.Lock is not re-entrant.
Returns:
True if all providers loaded successfully, False if any provider loaded nothing.
Raises:
RuntimeError: If any provider fails to load.
"""
result = True
async with self._container_lock:
for provider in self.providers:
try:
loaded = await provider.load()
if not loaded:
result = False
except Exception as ex:
error = f"Provider {provider.provider_id()} fails on load: {ex}"
logger.error(error)
raise RuntimeError(error)
return result
async def db_vacuum(self) -> None:
"""Remove old records of all providers from the database.
Raises:
RuntimeError: If any provider fails during vacuum.
"""
async with self._container_lock:
for provider in self.providers:
try:
await provider.db_vacuum()
except Exception as ex:
error = f"Provider {provider.provider_id()} fails on db vacuum: {ex}"
logger.error(error)
raise RuntimeError(error)
async def db_compact(self) -> None:
"""Apply tiered compaction to all providers.
Raises:
RuntimeError: If any provider fails during compaction.
"""
async with self._container_lock:
for provider in self.providers:
try:
await provider.db_compact()
except Exception as ex:
error = f"Provider {provider.provider_id()} fails on db_compact: {ex}"
logger.error(error)
raise RuntimeError(error)
async def db_get_stats(self) -> dict:
"""Get comprehensive statistics about database storage for all providers.
Returns:
Dictionary with statistics
"""
db_stats = {}
for provider in self.providers:
try:
db_stats[provider.db_namespace()] = await provider.db_get_stats()
except Exception as ex:
error = f"Provider {provider.provider_id()} fails on db vacuum: {ex}"
logger.error(error)
raise RuntimeError(error)
return db_stats