Allow limiting New-PI credit to partner institutions

Dockerfile

@@ -9,6 +9,6 @@ RUN pip install -r requirements.txt
 
 COPY tools/ tools/
 COPY process_report/process_report.py process_report/
-COPY process_report/institute_map.json process_report/
+COPY process_report/institute_list.yaml process_report/
 
 CMD ["tools/clone_nonbillables_and_process_invoice.sh"]

process_report/institute_list.yaml

@@ -0,0 +1,67 @@
+-   display_name: Northeastern University
+    domains:
+    - northeastern.edu
+-   display_name: Boston University
+    domains:
+    - bu.edu
+-   display_name: Bentley
+    domains:
+    - bentley.edu
+-   display_name: University of Rhode Island
+    domains:
+    - uri.edu
+-   display_name: Red Hat
+    domains:
+    - redhat.com
+-   display_name: Boston Childrens Hospital
+    domains:
+    - childrens.harvard.edu
+-   display_name: McLean Hospital
+    domains:
+    - mclean.harvard.edu
+-   display_name: Massachusetts Eye & Ear
+    domains:
+    - meei.harvard.edu
+-   display_name: Dana-Farber Cancer Institute
+    domains:
+    - dfci.harvard.edu
+-   display_name: Brigham and Women's Hospital
+    domains:
+    - bwh.harvard.edu
+-   display_name: Beth Israel Deaconess Medical Center
+    domains:
+    - bidmc.harvard.edu
+-   display_name: Harvard University
+    domains:
+    - harvard.edu
+    - chemistry.harvard.edu
+-   display_name: Worcester Polytechnic Institute
+    domains:
+    - wpi.edu
+-   display_name: Massachusetts Institute of Technology
+    domains:
+    - mit.edu
+-   display_name: University of Massachusetts Amherst
+    domains:
+    - umass.edu
+-   display_name: University of Massachusetts Lowell
+    domains:
+    - uml.edu
+-   display_name: Code For Boston
+    domains:
+    - codeforboston.org
+-   display_name: Yale University
+    domains:
+    - yale.edu
+-   display_name: Dartmouth College
+    domains:
+    - dartmouth.edu
+-   display_name: Photrek
+    domains:
+    - photrek.io
+-   display_name: Positron Networks
+    domains:
+    - positronnetworks.com
+-   display_name: Next Generation Justice
+    domains:
+    - nextgenjustice.llc

process_report/invoices/billable_invoice.py

@@ -23,6 +23,7 @@ class BillableInvoice(discount_invoice.DiscountInvoice):
     nonbillable_pis: list[str]
     nonbillable_projects: list[str]
     old_pi_filepath: str
+    limit_new_pi_credit_to_partners: bool = False
 
     @staticmethod
     def _load_old_pis(old_pi_filepath) -> pandas.DataFrame:
@@ -115,6 +116,28 @@ def export_s3(self, s3_bucket):
         super().export_s3(s3_bucket)
         s3_bucket.upload_file(self.old_pi_filepath, self.PI_S3_FILEPATH)
 
+    def _filter_partners(self, data):
+        active_partnerships = list()
+        institute_list = util.load_institute_list()
+        for institute_info in institute_list:
+            if partnership_start_date := institute_info.get(
+                "mghpcc_partnership_start_date"
+            ):
+                if util.get_month_diff(self.invoice_month, partnership_start_date) >= 0:
+                    active_partnerships.append(institute_info["display_name"])
+
+        return data[data[invoice.INSTITUTION_FIELD].isin(active_partnerships)]
+
+    def _filter_excluded_su_types(self, data):
+        return data[~(data[invoice.SU_TYPE_FIELD].isin(self.EXCLUDE_SU_TYPES))]
+
+    def _get_credit_eligible_projects(self, data: pandas.DataFrame):
+        filtered_data = self._filter_excluded_su_types(data)
+        if self.limit_new_pi_credit_to_partners:
+            filtered_data = self._filter_partners(filtered_data)
+
+        return filtered_data
+
     def _apply_credits_new_pi(
         self, data: pandas.DataFrame, old_pi_df: pandas.DataFrame
     ):
@@ -140,19 +163,19 @@ def get_initial_credit_amount(
         )
         print(f"New PI Credit set at {new_pi_credit_amount} for {self.invoice_month}")
 
-        current_pi_set = set(data[invoice.PI_FIELD])
+        credit_eligible_projects = self._get_credit_eligible_projects(data)
+        current_pi_set = set(credit_eligible_projects[invoice.PI_FIELD])
         for pi in current_pi_set:
-            credit_eligible_projects = data[
-                (data[invoice.PI_FIELD] == pi)
-                & ~(data[invoice.SU_TYPE_FIELD].isin(self.EXCLUDE_SU_TYPES))
+            pi_projects = credit_eligible_projects[
+                credit_eligible_projects[invoice.PI_FIELD] == pi
             ]
             pi_age = self._get_pi_age(old_pi_df, pi, self.invoice_month)
             pi_old_pi_entry = old_pi_df.loc[
                 old_pi_df[invoice.PI_PI_FIELD] == pi
             ].squeeze()
 
             if pi_age > 1:
-                for i, row in credit_eligible_projects.iterrows():
+                for i, row in pi_projects.iterrows():
                     data.at[i, invoice.BALANCE_FIELD] = row[invoice.COST_FIELD]
             else:
                 if pi_age == 0:
@@ -180,7 +203,7 @@ def get_initial_credit_amount(
 
                 credits_used = self.apply_flat_discount(
                     data,
-                    credit_eligible_projects,
+                    pi_projects,
                     remaining_credit,
                     invoice.CREDIT_FIELD,
                     invoice.BALANCE_FIELD,

process_report/process_report.py

@@ -2,11 +2,11 @@
 import sys
 import datetime
 
-import json
 import pandas
 import pyarrow
+from nerc_rates import load_from_url
 
-from process_report.util import get_invoice_bucket, process_and_export_invoices
+from process_report import util
 from process_report.invoices import (
     lenovo_invoice,
     nonbillable_invoice,
@@ -51,26 +51,6 @@
 ALIAS_S3_FILEPATH = "PIs/alias.csv"
 
 
-def get_institution_from_pi(institute_map, pi_uname):
-    institution_domain = pi_uname.split("@")[-1]
-    for i in range(institution_domain.count(".") + 1):
-        if institution_name := institute_map.get(institution_domain, ""):
-            break
-        institution_domain = institution_domain[institution_domain.find(".") + 1 :]
-
-    if institution_name == "":
-        print(f"Warning: PI name {pi_uname} does not match any institution!")
-
-    return institution_name
-
-
-def load_institute_map() -> dict:
-    with open("process_report/institute_map.json", "r") as f:
-        institute_map = json.load(f)
-
-    return institute_map
-
-
 def load_alias(alias_file):
     alias_dict = dict()
 
@@ -236,16 +216,20 @@ def main():
     if args.upload_to_s3:
         backup_to_s3_old_pi_file(old_pi_file)
 
+    rates_info = load_from_url()
     billable_inv = billable_invoice.BillableInvoice(
         name=args.output_file,
         invoice_month=invoice_month,
         data=merged_dataframe.copy(),
         nonbillable_pis=pi,
         nonbillable_projects=projects,
         old_pi_filepath=old_pi_file,
+        limit_new_pi_credit_to_partners=rates_info.get_value_at(
+            "Limit New PI Credit to MGHPCC Partners", invoice_month
+        ),
     )
 
-    process_and_export_invoices(
+    util.process_and_export_invoices(
         [lenovo_inv, nonbillable_inv, billable_inv], args.upload_to_s3
     )
 
@@ -266,15 +250,15 @@ def main():
         name=args.output_folder, invoice_month=invoice_month, data=billable_inv.data
     )
 
-    process_and_export_invoices(
+    util.process_and_export_invoices(
         [nerc_total_inv, bu_internal_inv, pi_inv], args.upload_to_s3
     )
 
 
 def fetch_s3_invoices(invoice_month):
     """Fetches usage invoices from S3 given invoice month"""
     s3_invoice_list = list()
-    invoice_bucket = get_invoice_bucket()
+    invoice_bucket = util.get_invoice_bucket()
     for obj in invoice_bucket.objects.filter(
         Prefix=f"Invoices/{invoice_month}/Service Invoices/"
     ):
@@ -339,20 +323,20 @@ def validate_pi_aliases(dataframe: pandas.DataFrame, alias_dict: dict):
 
 def fetch_s3_alias_file():
     local_name = "alias.csv"
-    invoice_bucket = get_invoice_bucket()
+    invoice_bucket = util.get_invoice_bucket()
     invoice_bucket.download_file(ALIAS_S3_FILEPATH, local_name)
     return local_name
 
 
 def fetch_s3_old_pi_file():
     local_name = "PI.csv"
-    invoice_bucket = get_invoice_bucket()
+    invoice_bucket = util.get_invoice_bucket()
     invoice_bucket.download_file(PI_S3_FILEPATH, local_name)
     return local_name
 
 
 def backup_to_s3_old_pi_file(old_pi_file):
-    invoice_bucket = get_invoice_bucket()
+    invoice_bucket = util.get_invoice_bucket()
     invoice_bucket.upload_file(old_pi_file, f"PIs/Archive/PI {get_iso8601_time()}.csv")
 
 
@@ -368,14 +352,15 @@ def add_institution(dataframe: pandas.DataFrame):
 
     The list of mappings are defined in `institute_map.json`.
     """
-    institute_map = load_institute_map()
+    institute_list = util.load_institute_list()
+    institute_map = util.get_institute_mapping(institute_list)
     dataframe = dataframe.astype({INSTITUTION_FIELD: "str"})
     for i, row in dataframe.iterrows():
         pi_name = row[PI_FIELD]
         if pandas.isna(pi_name):
             print(f"Project {row[PROJECT_FIELD]} has no PI")
         else:
-            dataframe.at[i, INSTITUTION_FIELD] = get_institution_from_pi(
+            dataframe.at[i, INSTITUTION_FIELD] = util.get_institution_from_pi(
                 institute_map, pi_name
             )
 

process_report/tests/unit_tests.py

@@ -250,7 +250,7 @@ def test_get_pi_institution(self):
 
         for pi_email, answer in answers.items():
             self.assertEqual(
-                process_report.get_institution_from_pi(institute_map, pi_email), answer
+                util.get_institution_from_pi(institute_map, pi_email), answer
             )
 
 
@@ -789,7 +789,7 @@ def test_process_lenovo(self):
 
 
 class TestUploadToS3(TestCase):
-    @mock.patch("process_report.process_report.get_invoice_bucket")
+    @mock.patch("process_report.util.get_invoice_bucket")
     @mock.patch("process_report.util.get_iso8601_time")
     def test_upload_to_s3(self, mock_get_time, mock_get_bucket):
         mock_bucket = mock.MagicMock()
@@ -833,3 +833,38 @@ def test_upload_to_s3(self, mock_get_time, mock_get_bucket):
 
         for i, call_args in enumerate(mock_bucket.upload_file.call_args_list):
             self.assertTrue(answers[i] in call_args)
+
+
+class TestNERCRates(TestCase):
+    @mock.patch("process_report.util.load_institute_list")
+    def test_flag_limit_new_pi_credit(self, mock_load_institute_list):
+        mock_load_institute_list.return_value = [
+            {"display_name": "BU", "mghpcc_partnership_start_date": "2024-02"},
+            {"display_name": "HU", "mghpcc_partnership_start_date": "2024-6"},
+            {"display_name": "NEU", "mghpcc_partnership_start_date": "2024-11"},
+        ]
+        sample_df = pandas.DataFrame(
+            {
+                "Institution": ["BU", "HU", "NEU", "MIT", "BC"],
+            }
+        )
+        sample_inv = test_utils.new_billable_invoice(
+            limit_new_pi_credit_to_partners=True
+        )
+
+        # When no partnerships are active
+        sample_inv.invoice_month = "2024-01"
+        output_df = sample_inv._filter_partners(sample_df)
+        self.assertTrue(output_df.empty)
+
+        # When some partnerships are active
+        sample_inv.invoice_month = "2024-06"
+        output_df = sample_inv._filter_partners(sample_df)
+        answer_df = pandas.DataFrame({"Institution": ["BU", "HU"]})
+        self.assertTrue(output_df.equals(answer_df))
+
+        # When all partnerships are active
+        sample_inv.invoice_month = "2024-12"
+        output_df = sample_inv._filter_partners(sample_df)
+        answer_df = pandas.DataFrame({"Institution": ["BU", "HU", "NEU"]})
+        self.assertTrue(output_df.equals(answer_df))

process_report/tests/util.py

@@ -23,6 +23,7 @@ def new_billable_invoice(
     nonbillable_pis=[],
     nonbillable_projects=[],
     old_pi_filepath="",
+    limit_new_pi_credit_to_partners=False,
 ):
     return billable_invoice.BillableInvoice(
         name,
@@ -31,6 +32,7 @@ def new_billable_invoice(
         nonbillable_pis,
         nonbillable_projects,
         old_pi_filepath,
+        limit_new_pi_credit_to_partners,
     )
 
 

process_report/util.py

@@ -1,6 +1,6 @@
 import os
 import datetime
-import json
+import yaml
 import logging
 import functools
 
@@ -27,21 +27,33 @@ def get_invoice_bucket():
     return s3_resource.Bucket(os.environ.get("S3_BUCKET_NAME", "nerc-invoicing"))
 
 
+def get_institute_mapping(institute_list: list):
+    institute_map = dict()
+    for institute_info in institute_list:
+        for domain in institute_info["domains"]:
+            institute_map[domain] = institute_info["display_name"]
+
+    return institute_map
+
+
 def get_institution_from_pi(institute_map, pi_uname):
-    institution_key = pi_uname.split("@")[-1]
-    institution_name = institute_map.get(institution_key, "")
+    institution_domain = pi_uname.split("@")[-1]
+    for i in range(institution_domain.count(".") + 1):
+        if institution_name := institute_map.get(institution_domain, ""):
+            break
+        institution_domain = institution_domain[institution_domain.find(".") + 1 :]
 
     if institution_name == "":
         logger.warn(f"PI name {pi_uname} does not match any institution!")
 
     return institution_name
 
 
-def load_institute_map() -> dict:
-    with open("process_report/institute_map.json", "r") as f:
-        institute_map = json.load(f)
+def load_institute_list():
+    with open("process_report/institute_list.yaml", "r") as f:
+        institute_list = yaml.safe_load(f)
 
-    return institute_map
+    return institute_list
 
 
 def get_iso8601_time():

requirements.txt

@@ -1,3 +1,4 @@
+git+https://github.com/CCI-MOC/nerc-rates@74eb4a7#egg=nerc_rates
 pandas
 pyarrow
 boto3