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Implemented processing and exporting for BU Internal invoice
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QuanMPhm committed Apr 26, 2024
1 parent d61d2ba commit d8d3234
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60 changes: 60 additions & 0 deletions process_report/process_report.py
Original file line number Diff line number Diff line change
Expand Up @@ -22,6 +22,7 @@
COST_FIELD = "Cost"
CREDIT_FIELD = "Credit"
CREDIT_CODE_FIELD = "Credit Code"
SUBSIDY_FIELD = "Subsidy"
BALANCE_FIELD = "Balance"
###

Expand Down Expand Up @@ -148,6 +149,12 @@ def main():
default="HU_only.csv",
help="Name of output csv for HU invoice",
)
parser.add_argument(
"--BU-invoice-file",
required=False,
default="BU_Internal.csv",
help="Name of output csv for BU invoices",
)
parser.add_argument(
"--HU-BU-invoice-file",
required=False,
Expand All @@ -165,6 +172,12 @@ def main():
required=False,
help="Name of csv file listing previously billed PIs",
)
parser.add_argument(
"--BU-subsidy-amount",
required=True,
type=int,
help="Amount of subsidy given to BU PIs",
)
args = parser.parse_args()

invoice_month = args.invoice_month
Expand Down Expand Up @@ -201,6 +214,7 @@ def main():
export_billables(credited_projects, args.output_file)
export_pi_billables(credited_projects, args.output_folder, invoice_month)
export_HU_only(credited_projects, args.HU_invoice_file)
export_BU_only(billable_projects, args.BU_invoice_file, args.BU_subsidy_amount)
export_HU_BU(credited_projects, args.HU_BU_invoice_file)
export_lenovo(credited_projects, args.Lenovo_file)

Expand Down Expand Up @@ -386,6 +400,52 @@ def export_HU_only(dataframe, output_file):
HU_projects.to_csv(output_file)


def export_BU_only(dataframe: pandas.DataFrame, output_file, subsidy_amount):
def get_project(row):
project_alloc = row[PROJECT_FIELD]
if project_alloc.rfind("-") == -1:
return project_alloc
else:
return project_alloc[: project_alloc.rfind("-")]

BU_projects = dataframe[dataframe[INSTITUTION_FIELD] == "Boston University"]
BU_projects["Project"] = BU_projects.apply(get_project, axis=1)
BU_projects[SUBSIDY_FIELD] = 0
BU_projects = BU_projects[
[
INVOICE_DATE_FIELD,
PI_FIELD,
"Project",
COST_FIELD,
CREDIT_FIELD,
SUBSIDY_FIELD,
BALANCE_FIELD,
]
]
BU_projects = _apply_subsidy(BU_projects, subsidy_amount)
BU_projects.to_csv(output_file)


def _apply_subsidy(dataframe, subsidy_amount):
pi_list = dataframe[PI_FIELD].unique()

for pi in pi_list:
pi_projects = dataframe[dataframe[PI_FIELD] == pi]
remaining_subsidy = subsidy_amount
for i, row in pi_projects.iterrows():
project_remaining_cost = row[BALANCE_FIELD]
applied_subsidy = min(project_remaining_cost, remaining_subsidy)

dataframe.at[i, SUBSIDY_FIELD] = applied_subsidy
dataframe.at[i, BALANCE_FIELD] = row[BALANCE_FIELD] - applied_subsidy
remaining_subsidy -= applied_subsidy

if remaining_subsidy == 0:
break

return dataframe


def export_HU_BU(dataframe, output_file):
HU_BU_projects = dataframe[
(dataframe[INSTITUTION_FIELD] == "Harvard University")
Expand Down
77 changes: 77 additions & 0 deletions process_report/tests/unit_tests.py
Original file line number Diff line number Diff line change
Expand Up @@ -329,6 +329,83 @@ def test_apply_credit_0002(self):
self.assertEqual(800, credited_projects.loc[5, "Balance"])


class TestBUSubsidy(TestCase):
def setUp(self):
data = {
"Invoice Month": [
"2024-03",
"2024-03",
"2024-03",
"2024-03",
"2024-03",
"2024-03",
],
"Manager (PI)": ["PI1", "PI2", "PI3", "PI3", "PI4", "PI4"],
"Institution": [
"Boston University",
"Boston University",
"Harvard University",
"Harvard University",
"Boston University",
"Boston University",
],
"Project - Allocation": [
"ProjectA-e6413",
"ProjectB-5t143t",
"ProjectC-t14334",
"ProjectD",
"ProjectE-test-r25135",
"ProjectF",
],
"Cost": [1050, 100, 10000, 1000, 1050, 100],
"Credit": [1000, 100, 0, 0, 1000, 0],
"Balance": [50, 0, 10000, 1000, 50, 100],
}
self.dataframe = pandas.DataFrame(data)
output_file = tempfile.NamedTemporaryFile(delete=False, mode="w", suffix=".csv")
self.output_file = output_file.name
self.subsidy = 100

def test_apply_BU_subsidy(self):
process_report.export_BU_only(self.dataframe, self.output_file, self.subsidy)
output_df = pandas.read_csv(self.output_file)

self.assertTrue(
set(
[
process_report.INVOICE_DATE_FIELD,
"Project",
process_report.PI_FIELD,
process_report.COST_FIELD,
process_report.CREDIT_FIELD,
process_report.SUBSIDY_FIELD,
process_report.BALANCE_FIELD,
]
).issubset(output_df)
)

self.assertTrue(
set(["PI1", "PI2", "PI4"]).issubset(output_df["Manager (PI)"].unique())
)

self.assertTrue(
set(["ProjectA", "ProjectB", "ProjectE-test", "ProjectF"]).issubset(
output_df["Project"].unique()
)
)

self.assertEqual(4, len(output_df.index))
self.assertEqual(50, output_df.loc[0, "Subsidy"])
self.assertEqual(0, output_df.loc[1, "Subsidy"])
self.assertEqual(50, output_df.loc[2, "Subsidy"])
self.assertEqual(50, output_df.loc[3, "Subsidy"])

self.assertEqual(0, output_df.loc[0, "Balance"])
self.assertEqual(0, output_df.loc[1, "Balance"])
self.assertEqual(0, output_df.loc[2, "Balance"])
self.assertEqual(50, output_df.loc[3, "Balance"])


class TestValidateBillables(TestCase):
def setUp(self):
data = {
Expand Down

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