def pe_time_series_selection_to_sunburst_and_transaction_table(
figure, selectedData, time_resolution, time_span, data_store,
param_store):
"""Selecting specific points from the time series chart updates the
account burst and the detail labels. Reminder to self: When you
think selectedData input is broken, remember that unaltered
default action in the graph is to zoom, not to select.
Note: all of the necessary information is in figure but that
doesn't seem to trigger reliably. Adding selectedData as a second
Input causes reliable triggering.
"""
params: Params() = Params.from_json(param_store)
preventupdate_if_empty(data_store)
trans, atree, eras, dstore = Datastore.get_parts(data_store,
params.pe_roots)
if not time_resolution:
time_resolution = params.init_time_res
if not time_span:
time_span = params.init_time_span
if len(trans) == 0:
app.logger.error(
"Tried to make burst figure from transactions, but no transactions provided."
)
raise PreventUpdate()
unit = params.unit
ts_label = CONST["time_span_lookup"].get(time_span)["label"]
min_period_start: np.datetime64 = None
max_period_end: np.datetime64 = None
selected_accounts = []
selected_trans = pd.DataFrame()
desc_account_count = 0
colormap = {}
# Get the names and colors of all accounts in the Input figure.
# If anything is clicked, set the selection dates, accounts, and transactions.
if figure:
for trace in figure.get("data"):
account = trace.get("name")
points = trace.get("selectedpoints")
colormap[account] = trace.get("marker").get("color")
if not points:
continue
selected_accounts.append(account)
for point in points:
point_x = trace["x"][point]
period_start, period_end = period_to_date_range(
time_resolution, point_x, eras)
if min_period_start is None:
min_period_start = period_start
else:
min_period_start = min(min_period_start, period_start)
if max_period_end is None:
max_period_end = period_end
else:
max_period_end = max(max_period_end, period_end)
desc_accounts = atree.get_descendent_ids(account)
desc_account_count = desc_account_count + len(desc_accounts)
subtree_accounts = [account] + desc_accounts
new_trans = (trans.loc[trans["account"].isin(
subtree_accounts)].loc[trans["date"] >= period_start].loc[
trans["date"] <= period_end])
new_trans = Ledger.positize(
new_trans) # each top-level account should net positive
if len(selected_trans) > 0:
selected_trans = selected_trans.append(new_trans)
else:
selected_trans = new_trans
selected_count = len(selected_trans)
if selected_count > 0 and len(selected_accounts) > 0:
# If there are selected data, describe the contents of the sunburst
# TODO: desc_account_count is still wrong.
description = Burst.pretty_account_label(
selected_accounts,
desc_account_count,
selected_count,
)
else:
# If no trans are selected, show everything. Note that we
# could logically get here even if valid accounts are
# selected, in which case it would be confusing to get back
# all trans instead of none, but this should never happen haha
# because any clickable bar must have $$, and so, trans
description = f"Click a bar in the graph to filter from {len(trans):,d} records"
selected_trans = trans
min_period_start = trans["date"].min()
max_period_end = trans["date"].max()
title = f"{ts_label} {unit} from {pretty_date(min_period_start)} to {pretty_date(max_period_end)}"
pe_selection_store = {
"start": min_period_start,
"end": max_period_end,
"count": len(selected_trans),
"accounts": selected_accounts,
}
duration = round(
pd.to_timedelta((max_period_end - min_period_start), unit="ms") /
np.timedelta64(1, "M"))
factor = Ledger.prorate_factor(time_span, duration=duration)
try:
sun_fig = Burst.from_trans(atree, selected_trans, time_span, unit,
factor, colormap, title)
except LError as E:
text = f"Failed to generate sunburst. Error: {E}"
app.logger.warning(text)
description = text
return (sun_fig, title, description, pe_selection_store)
def periodic_bar(
trans: pd.DataFrame,
account_tree: ATree,
account_id: str,
time_resolution: str,
time_span: str,
factor: float,
eras: pd.DataFrame,
color_num: int = 0,
deep: bool = False,
positize: bool = False,
unit: str = CONST["unit"],
sel_start_date: str = None,
sel_end_date: str = None,
) -> go.Bar:
"""returns a go.Bar object with total by time_resolution period for
the selected account. If deep, include total for all descendent accounts."""
if deep:
tba = trans[trans[CONST["account_col"]].isin(
[account_id] + account_tree.get_descendent_ids(account_id))]
else:
tba = trans[trans[CONST["account_col"]] == account_id]
if len(tba) == 0:
raise LError('no transactions sent to periodic_bar')
tba = Ledger.positize(tba)
tba = tba.set_index("date")
tba['selected'] = True
if sel_start_date:
tba.loc[tba.index < np.datetime64(sel_start_date), 'selected'] = False
if sel_end_date:
tba.loc[tba.index > np.datetime64(sel_end_date), 'selected'] = False
tr: dict = CONST["time_res_lookup"][time_resolution]
tr_format: str = tr.get("format", None) # e.g., %Y-%m
abbrev = CONST["time_span_lookup"][time_span]["abbrev"]
try:
marker_color = disc_colors[color_num]
except IndexError:
# don't ever run out of colors
marker_color = "var(--Cyan)"
if time_resolution in [
"decade", "year", "quarter", "month", "week", "day"
]:
if time_resolution == "decade":
tba["year"] = tba.index.year
tba["dec"] = tba["year"].floordiv(10).mul(10).astype("str")
bin_amounts = tba.groupby("dec").sum()["amount"].to_frame(
name="value")
bin_amounts['selected'] = tba.groupby("dec").all()['selected']
bin_amounts["x"] = bin_amounts.index
else:
bin_amounts = (tba.resample(
tr["resample_keyword"]).sum()["amount"].to_frame(name="value"))
bin_amounts["x"] = bin_amounts.index.to_period().strftime(
tr_format)
bin_amounts["selected"] = tba.resample(
tr["resample_keyword"]).apply(all)['selected']
bin_amounts = bin_amounts[bin_amounts['value'] > 0]
bin_amounts["y"] = bin_amounts["value"] * factor
bin_amounts["unit"] = unit
bin_amounts["abbrev"] = abbrev
bin_amounts[
"label_pre"] = f"{account_id}<br>{unit}" # this works because these are variables, not column names
selected = bin_amounts.reset_index()[bin_amounts.reset_index()
['selected']].index.to_list()
trace = go.Bar(
name=account_id,
x=bin_amounts.x,
y=bin_amounts.y,
text=bin_amounts.label_pre,
textposition="auto",
selectedpoints=selected,
opacity=0.9,
customdata=bin_amounts.abbrev,
texttemplate="%{text}%{y:,.0f}%{customdata}",
hovertemplate=
"%{x}<br>%{text}%{y:,.0f}%{customdata}<extra></extra>",
marker_color=marker_color,
)
elif time_resolution == "era":
if len(eras) == 0:
raise LError("era was selected but no eras are available.")
# convert the era dates to a series that can be used for grouping
bins = eras.date_start.sort_values()
bin_boundary_dates = bins.tolist()
bin_labels = bins.index.tolist()
bin_labels = bin_labels[0:-1]
try:
tba["bin"] = pd.cut(
x=tba.index,
bins=bin_boundary_dates,
labels=bin_labels,
duplicates="drop",
)
except ValueError as E:
app.logger.warning(
"An error making the bins for eras. Probably because of design errors"
+ f" in how eras are parsed and loaded: {E}. Bins are {bins}")
return None
bin_amounts = pd.DataFrame({
"date": bin_boundary_dates[0:-1],
"value": tba.groupby("bin")["amount"].sum(),
})
bin_amounts["date_start"] = bin_boundary_dates[0:-1]
bin_amounts["date_end"] = bin_boundary_dates[1:]
bin_amounts[
"delta"] = bin_amounts["date_end"] - bin_amounts["date_start"]
bin_amounts["width"] = bin_amounts["delta"] / np.timedelta64(1, "ms")
bin_amounts[
"midpoint"] = bin_amounts["date_start"] + bin_amounts["delta"] / 2
bin_amounts["months"] = bin_amounts["delta"] / np.timedelta64(1, "M")
bin_amounts["title"] = bin_amounts.index.astype(str)
bin_amounts[
"value"] = bin_amounts["value"] * factor / bin_amounts["months"]
bin_amounts["pretty_value"] = bin_amounts["value"].apply(
"{:,.0f}".format)
bin_amounts["suffix"] = str(unit) + str(abbrev)
bin_amounts["account_id"] = account_id
bin_amounts["customdata"] = ("From " +
bin_amounts["date_start"].astype(str) +
" to " +
bin_amounts["date_end"].astype(str))
bin_amounts["text"] = (bin_amounts["account_id"] + "<br>" +
bin_amounts["pretty_value"] + " " +
bin_amounts["suffix"] + "<br>" +
bin_amounts.index.astype(str))
trace = go.Bar(
name=account_id,
x=bin_amounts.midpoint,
width=bin_amounts.width,
y=bin_amounts.value,
customdata=bin_amounts.customdata,
text=bin_amounts.text,
textposition="auto",
opacity=0.9,
texttemplate="%{text}",
hovertemplate="%{customdata}<extra></extra>",
marker_color=marker_color,
)
else:
raise LError(
f"Invalid keyword for time_resolution: {time_resolution}, or eras is specified but empty."
)
return trace