-
Notifications
You must be signed in to change notification settings - Fork 0
/
validation.py
850 lines (748 loc) · 44.6 KB
/
validation.py
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
# -*- coding: utf-8 -*-
"""
Created on Thu July 9th 2018
@author: Benson.Chen benson.chen@ap.jll.com
"""
import pandas as pd
import numpy as np
import re
import db
from confidence import hasCHN
# from openpyxl import load_workbook
path = r'C:\Users\Benson.Chen\JLL\TDIM-GZ - Documents\Capforce\Shared Files'
lastname_list = pd.read_excel(path + '\LastName.xlsx', sheet_name='Sheet2', sort=False)
geo_list = pd.read_excel(path + '\China City&District List.xlsx', sheet_name='district-full', sort=False)
null_list = [r'^\s*null\s*$', r'^\s*nan\s*$', r'^\s*n/*a\s*$', r'^\s*tbd\s*$', r'^\s*-\s*$', r'^\s*$', r'^\s*—\s*$']
addrcol_list = ['Billing_Address', 'Billing_Address_CN', 'District', 'District_CN', 'City', 'City_CN', 'State', 'State_CN', 'Postal_Code', 'Country']
company_common_suffix = ['分公司', '股份', '有限', '责任', '公司', '集团', '企业', '控股', '实业']
company_common_func = ['银行', '置业', '房地产', '地产', '开发', '银行', '投资', '基金', '证券', '资本', '物业', '服务', '管理', '资产']
# Deduplicate company by name
def dedup_company(company_common_list, contact_common_list):
company_common_list['ComName_temp'] = None
company_common_list['vc_Deduplicate'] = None
# company_common_list['Load'] = None
company_common_list['vc_Master_ID'] = None
for index, company in company_common_list.iterrows():
if pd.notna(company['Company_Name_CN']):
company_common_list.ix[index, 'ComName_temp'] = extract_keyword(company['Company_Name_CN'])
else:
company_common_list.ix[index, 'ComName_temp'] = format_space(str(company['Company_Name']).strip().lower())
company_common_list['vc_Deduplicate'] = company_common_list.duplicated(subset=['ComName_temp'], keep=False)
company_common_list['vc_Deduplicate'] = company_common_list['vc_Deduplicate'].apply(lambda x: False if x else True)
# Duplicate list needs review
company_duplicate_list = company_common_list[company_common_list['vc_Deduplicate'] == False]
company_duplicate_list['Load'] = False
# Full duplicate list
company_duplicate_full = company_duplicate_list
company_duplications = list(company_duplicate_list.groupby(['ComName_temp']).count().index)
for dup in company_duplications:
company_dup_group = company_duplicate_list[company_duplicate_list['ComName_temp'] == dup]
company_masterid, company_common_list, company_dup_group = dedup_get_master(company_common_list, company_dup_group)
if company_masterid is None:
continue
else:
# Merge similar companies, set master company load as TRUE
company_duplicate_full.loc[company_duplicate_full['Source_ID'] == company_masterid, 'Load'] = True
company_common_list, contact_common_list = dedup_fix(company_common_list, contact_common_list, company_dup_group)
company_duplicate_list = company_duplicate_list[company_duplicate_list['ComName_temp'] != dup]
company_common_list.loc[company_common_list['vc_Deduplicate'] == False, 'Load'] = False
return company_duplicate_list, company_duplicate_full, company_common_list, contact_common_list
# Deduplicate company with staging data
def dedup_comany_db(company_dedup_list, company_db_return):
if company_db_return.empty:
return company_db_return
company_merge_list = company_dedup_list.merge(company_db_return, on=['ComName_temp'], suffixes=['', '_db'], how='left')
company_existing_list = company_merge_list[pd.notna(company_merge_list['Source_ID_db'])]
company_existing_list['db_New'] = False
company_existing_list['Load'] = False
existing_company = company_existing_list['Source_ID'].tolist()
existing_company = pd.Series(company_dedup_list['Source_ID'].isin(existing_company))
company_dedup_list.loc[existing_company, 'db_New'] = False
company_dedup_list.loc[existing_company, 'Load'] = False
return company_dedup_list, company_existing_list
# Deduplicate company with staging data
def dedup_contact_db(contact_format_list, contact_db_return):
if contact_db_return.empty:
return contact_db_return
contact_format_list['Reject_Reason'] = ''
contact_format_list['Existing'] = False
# email = contact_format_list.merge(contact_db_return, on=['Mobile'], how='left', suffixes=['', '_stage'])
# contact_combine_list = pd.concat([contact_format_list, contact_db_return], keys=['Input', 'Stage'])
# contact_combine_list['Reject_Reason'] = ''
# contact_combine_list['Existing'] = False
# contact_combine_list['db_Email'] = False
# contact_combine_list['db_Phone'] = False
# contact_combine_list['db_Mobile'] = False
# contact_combine_list['db_Email'] = contact_combine_list.duplicated(subset=['Email'], keep=False) & pd.notna(contact_combine_list['Email'])#, 'Reject_Reason'] = 'Email exists; '
# contact_combine_list['db_Phone'] = contact_combine_list.duplicated(subset=['Phone'], keep=False) & pd.notna(contact_combine_list['Phone'])#, 'Reject_Reason'] + ['Phone exists; ']
# contact_combine_list['db_Mobile'] = contact_combine_list.duplicated(subset=['Mobile'], keep=False) & pd.notna(contact_combine_list['Mobile'])#, 'Reject_Reason'] + ['Mobile exists; ']
for index, contact in contact_format_list.iterrows():
if not contact_db_return[contact_db_return['Email'] == contact['Email']].empty:
contact_format_list.loc[index, 'Reject_Reason'] = str(contact['Reject_Reason']).replace('nan', '') + 'Email exists in staging table; '
contact_format_list.loc[index, 'Existing'] = True
if not contact_db_return[contact_db_return['Phone'] == contact['Phone']].empty:
contact_format_list.loc[index, 'Reject_Reason'] = str(contact['Reject_Reason']).replace('nan', '') + 'Phone exists in staging table; '
contact_format_list.loc[index, 'Existing'] = True
if not contact_db_return[contact_db_return['Mobile'] == contact['Mobile']].empty:
contact_format_list.loc[index, 'Reject_Reason'] = str(contact['Reject_Reason']).replace('nan', '') + 'Mobile exists in staging table; '
contact_format_list.loc[index, 'Existing'] = True
# contact_combine_list['Existing'] = contact_combine_list.duplicated(subset=['Email'], keep=False) & pd.notna(contact_combine_list['Email'])
# print(len(contact_combine_list.loc[contact_combine_list['Existing'] == True].loc['Input']))
# contact_combine_list['Existing'] = contact_combine_list['Existing'] | ((contact_combine_list.duplicated(subset=['Phone'], keep=False) & pd.notna(contact_combine_list['Phone'])))
# print(len(contact_combine_list.loc[contact_combine_list['Existing'] == True].loc['Input']))
# contact_combine_list['Existing'] = contact_combine_list['Existing'] | (contact_combine_list.duplicated(subset=['Mobile'], keep=False) & pd.notna(contact_combine_list['Mobile']))
# print(len(contact_combine_list.loc[contact_combine_list['Existing'] == True].loc['Input']))
# print(contact_combine_list.loc[contact_combine_list['Existing'] == True, 'Reject_Reason'])
# contact_dedup_list = contact_combine_list.loc['Input']
contact_format_list.loc[contact_format_list['Existing'] == True, 'db_New'] = False
return contact_format_list
# Remove duplicate, fix contact Source_Company_ID
def dedup_fix(company_list, contact_list, company_dup_group):
# Set db id as master id
if 'Source_ID_db' in list(company_dup_group):
company_dup_group['vc_Master_ID'] = company_dup_group['Source_ID_db']
company_remove_list = company_dup_group[company_dup_group['Load'] == False]
# Fix contact source_company_id as master id
for index, company in company_remove_list.iterrows():
sourceid = company['Source_ID']
masterid = company['vc_Master_ID']
contact_list.loc[contact_list['Source_Company_ID'] == sourceid, 'Source_Company_ID'] = masterid
company_list = company_list[~(company_list['Source_ID'].isin(company_remove_list['Source_ID'].tolist()))]
return company_list, contact_list
# Get master duplicate, if multiple duplicates
def dedup_get_master(company_common_list, company_dup_group):
if company_dup_group.empty:
return None, company_common_list, company_dup_group
master_address = company_dup_group['Billing_Address'].dropna().unique()
master_address_cn = company_dup_group['Billing_Address_CN'].dropna().unique()
master_phone = company_dup_group['Phone'].dropna().unique()
master_email = company_dup_group['Email'].dropna().unique()
master_website = company_dup_group['Website'].dropna().unique()
# If multiple duplicates contain details, no master id
if (master_address.size > 1) or (master_address_cn.size > 1) or (master_phone.size > 1) or (master_email.size > 1) or (master_website.size > 1):
return None, company_common_list, company_dup_group
else:
company_masterindex = company_dup_group.index[0]
company_masterid = company_dup_group['Source_ID'].values[0]
for col in list(company_common_list)[2:14]:
if col in list(company_dup_group):
master_col = company_dup_group[col].dropna().unique()
if not (master_col.size == 0):
company_common_list.loc[company_masterindex, col] = master_col[0]
# if not (master_group.size == 0):
# company_common_list.ix[company_masterindex, 'Parent_Name'] = master_group[0]
# if not (master_name.size == 0):
# company_common_list.ix[company_masterindex, 'Company_Name'] = master_name[0]
# if not (master_name_cn.size == 0):
# company_common_list.ix[company_masterindex, 'Company_Name_CN'] = master_name_cn[0]
# if not (master_address.size == 0):
# company_common_list.ix[company_masterindex, 'Billing_Address'] = master_address[0]
# if not (master_city.size == 0):
# company_common_list.ix[company_masterindex, 'City'] = master_city[0]
# if not (master_state.size == 0):
# company_common_list.ix[company_masterindex, 'State'] = master_state[0]
# if not (master_country.size == 0):
# company_common_list.ix[company_masterindex, 'Country'] = master_country[0]
# if not (master_phone.size == 0):
# company_common_list.ix[company_masterindex, 'Phone'] = master_phone[0]
# if not (master_website.size == 0):
# company_common_list.ix[company_masterindex, 'Website'] = master_website[0]
# if not (master_email.size == 0):
# company_common_list.ix[company_masterindex, 'Email'] = master_email[0]
company_dup_group.loc[company_masterindex, 'Load'] = True
company_dup_group['vc_Master_ID'] = company_masterid
return company_masterid, company_common_list, company_dup_group
# Enrich company address
def enrich_address(address):
dcities = geo_list[geo_list['Level ID'] == 0]
states = geo_list[geo_list['Level ID'] == 1]
cities = geo_list[geo_list['Level ID'] == 2]
districts = geo_list[geo_list['Level ID'] == 3]
address_list = dict()
if address is None or address is np.nan:
return address_list
# address = address.replace(' ', '')
# Address in CN
if hasCHN(address):
if '中国' in address:
address_list['Country'] = 'China'
address = address.replace('中国', '')
# Find direct city
for index, d in dcities.iterrows():
if d['Full Name'] in address or d['Name'] in address or d['PingYin3'] in address.lower():
address_list['State_CN'] = d['Name']
address_list['State'] = d['PingYin3'].capitalize()
address_list['City_CN'] = d['Name']
address_list['City'] = d['PingYin3'].capitalize()
address = address.replace(d['Full Name'], '')
address = address.replace(d['Name'], '')
break
# Find state
for index, s in states.iterrows():
if s['Full Name'] in address or s['Name'] in address or s['PingYin3'] in address.lower():
address_list['State_CN'] = s['Name']
address_list['State'] = s['PingYin3'].capitalize()
address = address.replace(s['Full Name'], '')
address = address.replace(s['Name'], '')
break
# Find city
for index, c in cities.iterrows():
if c['Full Name'] in address or c['Name'] in address or c['PingYin3'] in address.lower():
address_list['City_CN'] = c['Name']
address_list['City'] = c['PingYin3'].capitalize()
address = address.replace(c['Full Name'], '')
address = address.replace(c['Name'], '')
cpid = c['PID']
state = states[states['ID'] == cpid]
if 'State_CN' not in address_list.keys() and not state.empty:
address_list['State_CN'] = state['Name'].values[0]
if 'State' not in address_list.keys() and not state.empty:
address_list['State'] = state['PingYin3'].values[0].capitalize()
break
# Find district
for index, dis in districts.iterrows():
if dis['Full Name'] in address: # or dis['PingYin3'] in address.lower() or dis['Name'] in address:
address_list['District_CN'] = dis['Full Name']
address_list['District'] = dis['PingYin3'].capitalize()
address = address.replace(dis['Full Name'], '')
dispid = dis['PID']
city = cities[cities['ID'] == dispid]
if 'City_CN' not in address_list.keys() and not city.empty:
address_list['City_CN'] = city['Name'].values[0]
if 'City' not in address_list.keys() and not city.empty:
address_list['City'] = city['PingYin3'].values[0].capitalize()
if not city.empty:
cpid = city['PID'].values[0]
state = states[states['ID'] == cpid]
if 'State_CN' not in address_list.keys() and not state.empty:
address_list['State_CN'] = state['Name'].values[0]
if 'State' not in address_list.keys() and not state.empty:
address_list['State'] = state['PingYin3'].values[0].capitalize()
# address = address.replace(dis['Name'], '')
break
zips = re.compile(r'\d{6}$')
zipcode = zips.findall(address)
address = zips.subn('', address)
if len(zipcode) > 0:
address_list['Postal_Code'] = zipcode[0]
if hasCHN(address[0].strip()):
address_list['Billing_Address_CN'] = address[0].replace(' ', '')
if 'District_CN' in address_list.keys():
address_list['Full_Address_CN'] = address_list['District_CN'] + address_list['Billing_Address_CN']
else:
address_list['Full_Address_CN'] = address_list['Billing_Address_CN']
else:
address_list['Billing_Address'] = address[0].strip()
if 'District' in address_list.keys():
address_list['Full_Address'] = address_list['District'] + address_list['Billing_Address']
else:
address_list['Full_Address'] = address_list['Billing_Address']
return address_list
# TODO: Zipcode fill
# Enrich company and contact detail by business return
# TODO: multiple cases
def enrich_business(clean_list, business_return):
sourceid_list = business_return.loc[business_return['Load'] == True, 'Source_ID'].tolist()
clean_list = clean_list[~clean_list['Source_ID'].isin(sourceid_list)]
clean_list = clean_list.append(business_return.loc[business_return['Load'] == True, list(clean_list)])
return clean_list
# Enrich company by best qichacha return
def enrich_company(company_dedup_list, company_scrapy_result, company_colnames):
company_scrapy_verify = pd.DataFrame(columns=company_colnames)
for index, company in company_dedup_list.iterrows():
if company['db_New'] == False:
continue
sourceid = company['Source_ID']
scrapy_list = company_scrapy_result[company_scrapy_result['Source_ID'] == sourceid]
scrapy_best = scrapy_list[scrapy_list['Confidence'] == 0]
# If multiple best match, get first one with address
if len(scrapy_best) > 1:
if len(scrapy_best[scrapy_best['地址'].notnull()]) > 1:
scrapy_best = scrapy_best[scrapy_best['地址'].notnull()].iloc[0].to_frame().transpose()
else:
scrapy_best = scrapy_best.iloc[0].to_frame().transpose()
company = enrich_scrapy(company, scrapy_best)
# If no best match, return companies without address
elif len(scrapy_best) < 1:
if pd.isna(company['Billing_Address']) and pd.isna(company['Billing_Address_CN']):
company_scrapy_verify = company_scrapy_verify.append(company.to_frame().transpose())
else:
company = enrich_scrapy(company, scrapy_best)
company_dedup_list[company_dedup_list['Source_ID'] == company['Source_ID']] = company.to_frame().transpose()
company_dedup_list = validate_company(company_dedup_list)
company_scrapy_verify = validate_company(company_scrapy_verify)
return company_dedup_list, company_scrapy_verify
# Enrich contact detail by company
def enrich_contact(company_load_list, contact_load_list, company_load_colnames):
for index, contact in contact_load_list.iterrows():
company_id = contact['Source_Company_ID']
if company_id is np.nan:
contact_load_list.loc[index, 'Load'] = False
continue
company = company_load_list[company_load_list['Source_ID'] == company_id]
if company.empty:
company = db.get_one('Source_ID', 'Company', company_id, company_load_colnames)
if company.empty:
contact_load_list.loc[index, 'Load'] = False
continue
if pd.isna(contact['Company_Name']) and pd.notna(company['Company_Name']).all():
contact_load_list.loc[index, 'Company_Name'] = company['Company_Name'].values[0]
if pd.isna(contact['Company_Name_CN']) and pd.notna(company['Company_Name_CN']).all():
contact_load_list.loc[index, 'Company_Name_CN'] = company['Company_Name_CN'].values[0]
if pd.isna(contact['Billing_Address']) and pd.notna(company['Billing_Address']).all():
contact_load_list.loc[index, 'Billing_Address'] = company['Billing_Address'].values[0]
if pd.isna(contact['Billing_Address_CN']) and pd.notna(company['Billing_Address_CN']).all():
contact_load_list.loc[index, 'Billing_Address_CN'] = company['Billing_Address_CN'].values[0]
if pd.isna(contact['District']) and pd.notna(company['District']).all():
contact_load_list[index, 'District'] = company['District'].values[0]
if pd.isna(contact['District_CN']) and pd.notna(company['District_CN']).all():
contact_load_list[index, 'District_CN'] = company['District_CN'].values[0]
if pd.isna(contact['City']) and pd.notna(company['City']).all():
contact_load_list.loc[index, 'City'] = company['City'].values[0]
if pd.isna(contact['City_CN']) and pd.notna(company['City_CN']).all():
contact_load_list.loc[index, 'City_CN'] = company['City_CN'].values[0]
if pd.isna(contact['State']) and pd.notna(company['State']).all():
contact_load_list.loc[index, 'State'] = company['State'].values[0]
if pd.isna(contact['State_CN']) and pd.notna(company['State_CN']).all():
contact_load_list.loc[index, 'State_CN'] = company['State_CN'].values[0]
if pd.isna(contact['Postal_Code']) and pd.notna(company['Postal_Code']).all():
contact_load_list.loc[index, 'Postal_Code'] = company['Postal_Code'].values[0]
if pd.isna(contact['Country']) and pd.notna(company['Country']).all():
contact_load_list.loc[index, 'Country'] = company['Country'].values[0]
return contact_load_list
# Enrich no address companies:
def enrich_no_address(company_load_list, company_address_review):
company_address_review = company_address_review[company_address_review['Load'] == True]
for index, company in company_address_review.iterrows():
sourceid = company['Source_ID']
if pd.notna(company['Billing_Address_CN']):
address_list = enrich_address(company['Billing_Address_CN'])
elif pd.notna(company['Billing_Address']):
address_list = enrich_address(company['Billing_Address'])
for key in address_list.keys():
company_load_list.loc[company_load_list['Source_ID'] == sourceid, key] = address_list[key]
# if pd.isna(company_load_list.loc[index, 'State']):
# company_load_list.loc[index, 'State'] = state
# if pd.isna(company_load_list.loc[index, 'City']):
# company_load_list.loc[index, 'City'] = city
# if pd.isna(company_load_list.loc[index, 'District']):
# company_load_list.loc[index, 'District'] = district
# if pd.isna(company_load_list.loc[index, 'Postal_Code']):
# company_load_list.loc[index, 'Postal_Code'] = zipcode
# company_load_list.loc[pd.notnull(company_load_list['District']), 'Full_Address'] = company_load_list['District'] + company_load_list['Billing_Address']
# company_load_list.loc[pd.isnull(company_load_list['District']), 'Full_Address'] = company_load_list['Billing_Address']
return company_load_list
# Enrich company detail by qichacha
def enrich_scrapy(company, scrapy):
if scrapy.empty:
return company
else:
if pd.notna(scrapy['英文名']).any():
company['Company_Name'] = scrapy['英文名'].values[0]
company['Company_Name_CN'] = scrapy['公司名称'].values[0]
if scrapy['境外公司'] is True:
company['Country'] = ''
else:
company['Country'] = 'China'
if pd.isna(company['Billing_Address_CN']):
address_list = enrich_address(scrapy['地址'].values[0])
for key in address_list.keys():
company[key] = address_list[key]
# Set state as '所属地区'
if pd.notna(scrapy['所属地区']).all():
state = scrapy['所属地区'].values[0]
states = geo_list[geo_list['Level ID'] == 1]
for index, s in states.iterrows():
if s['Full Name'] == state or s['Name'] == state or s['PingYin3'] == state.lower():
company['State_CN'] = s['Name']
company['State'] = s['PingYin3'].capitalize()
break
# company['Company_Type'] = scrapy['公司类型'].values[0]
company['Phone'] = scrapy['电话'].values[0]
company['Website'] = scrapy['网址'].values[0]
company['Email'] = scrapy['邮箱'].values[0]
company['Industry'] = scrapy['所属行业'].values[0]
company['Employee'] = scrapy['参保人数'].values[0]
return company
# Extract company keyword
def extract_keyword(company_name):
if type(company_name) != str:
company_name = company_name.values[0]
company_keyword = str(company_name).strip().replace(' ', '')
# dcities = geo_list[geo_list['Level ID'] == 0]
# states = geo_list[geo_list['Level ID'] == 1]
# cities = geo_list[geo_list['Level ID'] == 2]
# state = None
# city = None
if company_keyword is None:
return None
# # Find direct city
# for index, d in dcities.iterrows():
# if d['Full Name'] in company_keyword or d['Name'] in company_keyword:
# state = d['Name']
# city = d['Name']
# company_keyword = company_keyword.replace(d['Full Name'], '')
# company_keyword = company_keyword.replace(d['Name'], '')
# break
# # Find state
# for index, s in states.iterrows():
# if s['Full Name'] in company_keyword or s['Name'] in company_keyword:
# state = s['Name']
# company_keyword = company_keyword.replace(s['Full Name'], '')
# company_keyword = company_keyword.replace(s['Name'], '')
# break
# # Find city
# for index, c in cities.iterrows():
# if c['Full Name'] in company_keyword or c['Name'] in company_keyword:
# city = c['Name']
# company_keyword = company_keyword.replace(c['Full Name'], '')
# company_keyword = company_keyword.replace(c['Name'], '')
# break
# # Find company function
# for cf in company_common_func:
# if cf in company_keyword:
# company_keyword = company_keyword.replace(cf, '')
# Find company suffix
for cs in company_common_suffix:
if cs in company_keyword:
company_keyword = company_keyword.replace(cs, '')
# Remove () and Chinese ()
company_keyword = re.sub(r'\(.*\)', '', company_keyword)
company_keyword = re.sub(r'(.*)', '', company_keyword)
return company_keyword
# Keep only one space
def format_space(s):
if s is None or s is np.nan:
return s
space = re.compile(r'\s\s+')
s = space.subn('', s)
return s[0].strip()
# Initial company, Null, '', space, 'N/A', '-' check
def init_list(raw_list, colnames, **kwargs):
for col in colnames:
for i in null_list:
if col not in list(raw_list) or pd.isnull(raw_list[col]).all():
break
else:
if col in ['Source_ID', 'Source_Company_ID']:
continue
else:
raw_list[col] = raw_list[col].astype(object).str.lower().replace(i, np.nan, regex=True)
raw_list[col] = raw_list[col].astype(object).str.title()
if kwargs['mode'] == 'Company':
raw_list['db_New'] = True
raw_list['Load'] = True
raw_list['Company_Name_CN'] = raw_list.loc[pd.notnull(raw_list['Company_Name_CN']), 'Company_Name_CN'].apply(lambda x: x.replace(' ', ''))
for index, company in raw_list.iterrows():
address_list = dict()
if pd.notna(company['Billing_Address_CN']):
address_list = enrich_address(company['Billing_Address_CN'])
elif pd.notna(company['Billing_Address']):
address_list = enrich_address(company['Billing_Address'])
for key in address_list.keys():
raw_list.loc[index, key] = address_list[key]
# if len(args) > 2:
# raw_list['Source_ID'] = raw_list['Source_ID'].apply(lambda x: args[1] + '_' + args[2] + '_' + 'Company' + '_' + str(x))
if kwargs['mode'] == 'Contact':
raw_list['db_New'] = True
raw_list['Load'] = True
raw_list['Source_ID'] = list(range(1, (len(raw_list) + 1)))
raw_list['Source_ID'] = raw_list['Source_ID'].apply(lambda x: kwargs['sourcename'] + '_' + kwargs['timestamp'] + '_' + 'Contact' + '_' + str(x))
if 'company' in kwargs.keys():
company_list = kwargs['company']
raw_list['Billing_Address'] = company_list['Billing_Address']
raw_list['Billing_Address_CN'] = company_list['Billing_Address_CN']
raw_list['District'] = company_list['District']
raw_list['District_CN'] = company_list['District_CN']
raw_list['City'] = company_list['City']
raw_list['City_CN'] = company_list['City_CN']
raw_list['State'] = company_list['State']
raw_list['State_CN'] = company_list['State_CN']
raw_list['Postal_Code'] = company_list['Postal_Code']
raw_list['Country'] = company_list['Country']
# if len(args) > 2 and raw_list:
# raw_list['Source_Company_ID'] = raw_list['Source_Company_ID'].apply(lambda x: args[1] + '_' + args[2] + '_' + 'Company' + '_' + str(x))
return raw_list
# Map state abbreviation
def map_state(company_list):
states = geo_list[(geo_list['Level ID'] == 0) | (geo_list['Level ID'] == 1)]
cities = geo_list[(geo_list['Level ID'] == 0) | (geo_list['Level ID'] == 2)]
company_list['State_Abbr'] = None
for index, company in company_list.iterrows():
# Has state
if pd.notna(company['State']):
if not states[states['Name'] == company['State']].empty:
company_list.loc[index, 'State_Abbr'] = states.loc[states['Name'] == company['State'], 'PingYin2'].values[0].upper()
elif not states[states['Full Name'] == company['State']].empty:
company_list.loc[index, 'State_Abbr'] = states.loc[states['Full Name'] == company['State'], 'PingYin2'].values[0].upper()
company_list.loc[index, 'State'] = states.loc[states['Full Name'] == company['State'], 'Name'].values[0]
# Only has city
elif pd.notna(company['City']):
if not cities[cities['Name'] == company['City']].empty:
if (cities.loc[cities['Name'] == company['City'], 'Level ID'] == 0).any():
company_list.loc[index, 'State_Abbr'] = cities.loc[cities['Name'] == company['City'], 'PingYin2'].values[0].upper()
company_list.loc[index, 'State'] = cities.loc[cities['Name'] == company['City'], 'Name'].values[0]
else:
city_pid = cities.loc[cities['Name'] == company['City'], 'PID'].values[0]
if not states[states['ID'] == city_pid].empty:
company_list.loc[index, 'State_Abbr'] = states.loc[states['ID'] == city_pid, 'PingYin2'].values[0].upper()
company_list.loc[index, 'State'] = states.loc[states['ID'] == city_pid, 'Name'].values[0]
elif not cities[cities['Full Name'] == company['City']].empty:
if (cities.loc[cities['Full Name'] == company['City'], 'Level ID'] == 0).any():
company_list.loc[index, 'State_Abbr'] = cities.loc[cities['Full Name'] == company['City'], 'PingYin2'].values[0].upper()
company_list.loc[index, 'State'] = cities.loc[cities['Full Name'] == company['City'], 'Name'].values[0]
else:
city_pid = cities.loc[cities['Full Name'] == company['City'], 'PID'].values[0]
if not states[states['ID'] == city_pid].empty:
company_list.loc[index, 'State_Abbr'] = states.loc[states['ID'] == city_pid, 'PingYin2'].values[0].upper()
company_list.loc[index, 'State'] = states.loc[states['ID'] == city_pid, 'Name'].values[0]
return company_list
# Merger duplicate company, no longer used
def merge_company(company_common_list, contact_common_list, company_dup_group, company_masterid):
company_dup_group.ix[company_dup_group['Source_ID'] != company_masterid, 'Load'] = False
print(company_masterid)
print(company_masterid.tolist())
company_dup_group[company_dup_group['Source_ID'] != company_masterid, 'vc_Master_ID'] = company_masterid.tolist()
company_common_list, contact_common_list = dedup_fix(company_common_list, contact_common_list, company_dup_group)
return company_common_list, contact_common_list
# Log of loading data
def staging_log(raw_list, load_list, mode, logs_columns):
logs = pd.DataFrame(columns=logs_columns)
raw_list['Source'] = 'Raw'
load_list['Source'] = 'Load'
# Deletion
raw_source = list(raw_list['Source_ID'])
load_source = list(load_list['Source_ID'])
diff_source = list(set(raw_source).difference(set(load_source)))
delta_logs = pd.DataFrame()
# Company deletion and different source_id merge
if mode == 'Company':
raw_list['ComName_temp'] = None
for index, row in raw_list.iterrows():
if pd.notna(row['Company_Name_CN']):
raw_list.ix[index, 'ComName_temp'] = extract_keyword(row['Company_Name_CN'])
else:
raw_list.ix[index, 'ComName_temp'] = format_space(str(row['Company_Name']).strip().lower())
for id in diff_source:
row = raw_list[raw_list['Source_ID'] == id].iloc[0]
if pd.notna(row['Company_Name_CN']):
comname_temp = extract_keyword(row['Company_Name_CN'])
else:
comname_temp = format_space(str(row['Company_Name']).strip().lower())
# No similar company name, log as delete
if load_list[load_list['ComName_temp'] == comname_temp].empty:
delta_logs = pd.DataFrame.from_dict(
{'Source_ID': [id], 'Entity_Type': [mode], 'Field': ['Source_ID'], 'Action_Type': ['Delete'], 'Log_From': [id],
'Log_To': ['NULL']})
else:
delta_logs = pd.DataFrame.from_dict(
{'Source_ID': [load_list.loc[load_list['ComName_temp'] == comname_temp, 'Source_ID'].values[0]], 'Entity_Type': [mode], 'Field': ['Source_ID'], 'Action_Type': ['Merge'],
'Log_From': [id],
'Log_To': [load_list.loc[load_list['ComName_temp'] == comname_temp, 'Source_ID'].values[0]]})
logs = logs.append(delta_logs, ignore_index=True)
checklist = ['Parent_STG_ID', 'Parent_Name', 'Company_Name', 'Company_Name_CN', 'Billing_Address', 'Billing_Address_CN', 'District', 'District_CN', 'City', 'City_CN', 'State', 'State_CN', 'Postal_Code', 'Country', 'Company_Type', 'Phone', 'Fax', 'Email', 'Website', 'Industry', 'Revenue', 'Employee', 'Full_Address', 'Full_Address_CN']
# Contact deletion
if mode == 'Contact':
if len(diff_source) > 0:
delta_logs = pd.DataFrame.from_dict(
{'Source_ID': diff_source, 'Entity_Type': [mode] * len(diff_source), 'Field': ['Source_ID'] * len(diff_source), 'Action_Type': ['Delete'] * len(diff_source), 'Log_From': diff_source,
'Log_To': ['NULL'] * len(diff_source)})
logs = logs.append(delta_logs, ignore_index=True)
checklist = ['Company_Name', 'Company_Name_CN', 'First_Name', 'Last_Name', 'First_Name_CN', 'Last_Name_CN', 'Email', 'Phone', 'Mobile', 'Fax', 'Title', 'Billing_Address', 'Billing_Address_CN', 'District', 'District_CN', 'City', 'City_CN', 'State', 'State_CN', 'Postal_Code', 'Country', 'Preferred_Language', 'Invest_Sectors', 'Investor_Purpose', 'Source_Company_ID', 'Comment']
# Company & Contact, same source_id merge, modification, addition
combine_list = raw_list.append(load_list[list(raw_list)])
combine_list['Duplicate'] = combine_list.duplicated(subset=checklist, keep=False)
combine_list = combine_list[combine_list['Duplicate'] == False]
for id in combine_list['Source_ID'].unique().tolist():
# Merge
if len(combine_list[(combine_list['Source_ID'] == id) & (combine_list['Source'] == 'Raw')]) > 1:
merge_logs = pd.DataFrame.from_dict({'Source_ID': [id], 'Entity_Type': [mode], 'Action_Type': ['Merge'], 'Log_From': [len(combine_list[(combine_list['Source_ID'] == id) & (combine_list['Source'] == 'Raw')])], 'Log_To': [1]})
logs = logs.append(merge_logs, ignore_index=True)
# Modification & Add
load = combine_list[(combine_list['Source_ID'] == id) & (combine_list['Source'] == 'Load')]
if load.empty:
continue
for col in checklist:
# Addition
if col not in list(raw_list):
if pd.isna(load_list.loc[load_list['Source_ID'] == id, col]).all():
continue
else:
add_logs = pd.DataFrame.from_dict({'Source_ID': [id], 'Entity_Type': [mode], 'Field': [col], 'Action_Type': ['Add'], 'Log_From': ['NULL'], 'Log_To': [load_list.loc[load_list['Source_ID'] == id, col].values[0]]})
logs = logs.append(add_logs, ignore_index=True)
# Modification
else:
if pd.isna(combine_list.loc[(combine_list['Source_ID'] == id) & (combine_list['Source'] == 'Raw'), col]).all():
continue
modify = True
modify_from = None
modify_to = None
for raw in combine_list.loc[(combine_list['Source_ID'] == id) & (combine_list['Source'] == 'Raw'), col]:
if (str(load[col].values[0]).lower() == str(raw).lower()) or (pd.isna(load[col]).all()):
modify = False
break
else:
modify_from = raw
modify_to = load[col].values[0]
if modify:
modify_logs = pd.DataFrame.from_dict({'Source_ID': [id], 'Entity_Type': [mode], 'Field': [col], 'Action_Type': ['Modify'], 'Log_From': [modify_from], 'Log_To': [modify_to]})
logs = logs.append(modify_logs, ignore_index=True)
return logs
# Summary of loading data
def staging_summary(entity, raw, duplicate, existing, not_min_standard, load):
return pd.DataFrame.from_dict({'Entity_Type': [entity], 'Source': [len(raw)], 'Duplicate': [len(duplicate)], 'Existing': [len(existing)], 'Not_Min_Standard': [len(not_min_standard)], 'Load': [len(load)]})
# Check company and contact across
def validate_common(company_init_list, contact_init_list):
company_source_list = company_init_list['Source_ID'].tolist()
contact_source_list = contact_init_list['Source_Company_ID'].tolist()
common_source_list = list(set(company_source_list).intersection(set(contact_source_list)))
# company doesn't have to have a contact
company_common_list = company_init_list # [company_init_list['Source_ID'].isin(common_source_list)]
# contact must under a company
contact_common_list = contact_init_list[contact_init_list['Source_Company_ID'].isin(common_source_list)]
return company_common_list, contact_common_list
# Check company existing address
def validate_company(company_list):
company_list['vc_Address'] = (company_list['Billing_Address'].apply(lambda x: pd.isna(x)) & company_list['Billing_Address_CN'].apply(lambda x: pd.isna(x)))
company_list['Load'] = company_list['vc_Address'] & company_list['db_New'] & company_list['vc_Deduplicate']
return company_list
# validate contacts, check duplicate, check first name and last name misplacement, check email format
def validate_contacts(contact_dedup_list, contact_colnames, company_scrapy_list):
contact_validate_list = pd.DataFrame(columns=contact_colnames)
for index, contact in contact_dedup_list.iterrows():
sourceid = contact['Source_Company_ID']
company = company_scrapy_list.loc[company_scrapy_list['Source_ID'] == sourceid]
contact = validate_name(contact)
contact = validate_email(contact, company)
if not company.empty:
contact['Company_Name'] = company['Company_Name'].values[0]
contact['Company_Name_CN'] = company['Company_Name_CN'].values[0]
if pd.isna(contact['Billing_Address']):
contact['Billing_Address'] = company['Full_Address'].values[0]
if pd.isna(contact['City']):
contact['City'] = company['City'].values[0]
if pd.isna(contact['State']):
contact['State'] = company['State'].values[0]
if pd.isna(contact['Postal_Code']):
contact['Postal_Code'] = company['Postal_Code'].values[0]
if pd.isna(contact['Country']):
contact['Country'] = company['Country'].values[0]
if pd.isna(contact['Mobile']) and pd.isna(contact['Phone']) and pd.isna(contact['Email']):
contact['Reject_Reason'] = contact['Reject_Reason'] + 'No communication method; '
contact['Load'] = contact['vn_Name_Check'] and (contact['ve_Email_Check'] or pd.notna(contact['Mobile']) or pd.notna(contact['Phone'])) and contact['db_New']
contact_validate_list = contact_validate_list.append(contact, ignore_index=True)
# Deduplicate by name and email
contact_validate_list['Fname_temp'] = contact_validate_list['First_Name'].apply(lambda x: x if x is np.nan else x.lower())
contact_validate_list['Lname_temp'] = contact_validate_list['Last_Name'].apply(lambda x: x if x is np.nan else x.lower())
# TODO: keep only letters in email as Email_temp
# Switch True and False
contact_validate_list['vc_Deduplicate'] = contact_validate_list.duplicated(subset=['Fname_temp', 'Lname_temp', 'Email'], keep=False)
contact_validate_list['vc_Deduplicate'] = contact_validate_list['vc_Deduplicate'].apply(lambda x: False if x else True)
contact_validate_list.loc[contact_validate_list['vc_Deduplicate'] == False, 'Reject_Reason'] = contact_validate_list['Reject_Reason'].astype(str) + 'Duplicates in source data; '
contact_validate_list['Load'] = contact_validate_list['Load'] & contact_validate_list['vc_Deduplicate']
return contact_validate_list
# Validate email, valid suffix, cotains @, check personal, valid domain
def validate_email(contact, company):
eformat = False
esuffix = False
epersonal = False
edomain = False
edup = False
suffix = [r'\.com$', r'\.cn$', r'\.org$', r'\.net$', r'\.cc$', r'\.uk$', r'\.fr$', r'\.hk$', r'\.tw$', r'\.au$', r'\.jp$', r'\.sg$']
personal = ['@gmail.com', '@hotmail.com', '@yahoo.com', '@sina.com', '@vip.sina.com', '@163.com', '@126.com', '@qq.com', '@vip.qq.com', '@139.com']
if pd.notna(contact['Email']):
# Lower and no space
email = contact['Email'].lower().replace(' ', '')
else:
echeck = eformat and esuffix and (epersonal or edomain)
contact['ve_Email_Format'] = eformat
contact['ve_Email_Suffix'] = esuffix
contact['ve_Email_Domain'] = epersonal or edomain
contact['ve_Email_Check'] = echeck
contact['Reject_Reason'] = contact['Reject_Reason'] + 'No Email; '
return contact
# TODO: Email format check
# Email must contain @
if '@' in email:
eformat = True
else:
contact['Reject_Reason'] = contact['Reject_Reason'] + 'Email without @; '
# Email suffix check
for s in suffix:
if re.search(re.compile(s, re.I), email) is not None:
esuffix = True
break
if not esuffix:
contact['Reject_Reason'] = contact['Reject_Reason'] + 'Email invalid suffix; '
# Email personal check
for p in personal:
if p in email:
epersonal = True
break
# Email domain check
domain = None
if not company.empty:
if pd.notna(company['Website']).bool():
company_website = company['Website'].values[0]
domain = company_website.split('.')[1]
elif pd.notna(company['Email']).bool():
company_email = company['Email'].values[0]
domain = company_email.split('@')[1].split('.')[0]
for p in personal:
if p in company_email:
domain = None
break
if domain is not None:
if domain in email:
edomain = True
else:
contact['Reject_Reason'] = contact['Reject_Reason'] + 'Email domain not match; '
else:
edomain = True
else:
contact['Reject_Reason'] = contact['Reject_Reason'] + 'Company under review; '
# Email check
echeck = eformat and esuffix and (epersonal or edomain)
contact['ve_Email_Format'] = eformat
contact['ve_Email_Suffix'] = esuffix
contact['ve_Email_Domain'] = epersonal or edomain
contact['ve_Email_Check'] = echeck
return contact
# Validate name, check first name and last name misplacement,
def validate_name(contact):
nfirst = True
nlast = False
nspace = False
# Remove more than two space and starting/ending space, format Last_Name
if pd.notna(contact['Last_Name']):
contact['Last_Name'] = format_space(contact['Last_Name'].lower().capitalize())
if pd.notna(contact['First_Name']):
contact['First_Name'] = format_space(contact['First_Name'])
if pd.isna(contact['Reject_Reason']):
contact['Reject_Reason'] = ''
# Check First_Name and Last_Name misplace
for lan in lastname_list.iloc[:, 1:]:
lastnames = list(lastname_list[lan])
if contact['Last_Name'] in lastnames:
contact['vn_Lastname_CN'] = lastname_list.ix[lastnames.index(contact['Last_Name']), '简体中文']
nlast = True
break
elif contact['First_Name'] in lastnames:
nfirst = False
break
if not (nlast or nfirst):
contact['Reject_Reason'] = contact['Reject_Reason'] + 'First_Name_CN and Last_Name_CN misplace; '
# Check name contains space
if pd.notna(contact['First_Name']) and pd.notna(contact['Last_Name']):
if ' ' in contact['First_Name'] or ' ' in contact['Last_Name']:
contact['Reject_Reason'] = contact['Reject_Reason'] + 'Name contains space; '
else:
nspace = True
else:
nspace = True
# Name check
ncheck = (nlast or nfirst) and nspace
contact['vn_Name_Swap'] = (nlast or nfirst)
contact['vn_Name_Space'] = nspace
contact['vn_Name_Check'] = ncheck
return contact