Files
eamco_auto_api/app/routers/fixstuff_auto.py
Edwin Eames c134c05947 feat: rewrite K-factor engine with history tracking and outlier detection
Replace simple exponential smoothing with a rolling-average K-factor
system backed by a new auto_kfactor_history table. Budget fills are
detected and excluded from calculations, outliers beyond 2-sigma are
flagged, and confidence scores track data quality per customer.
Adds backfill endpoint, auto-create for missing estimation records,
and manual house_factor PUT endpoints for both auto and regular customers.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-08 17:54:27 -05:00

328 lines
14 KiB
Python

import logging
from fastapi import APIRouter
from fastapi.responses import JSONResponse
from fastapi.encoders import jsonable_encoder
from database import session
from sqlalchemy import func
from datetime import date
from decimal import Decimal
from app.models.auto import Auto_Delivery, Tickets_Auto_Delivery, Auto_Temp, KFactorHistory
from app.models.delivery import Delivery
from app.constants import DEFAULT_TANK_SIZE_GALLONS
from app.script.fuel_estimator import FuelEstimator
logger = logging.getLogger(__name__)
# Constants from fuel_estimator
HOT_WATER_DAILY_USAGE = Decimal('1.0')
K_FACTOR_SMOOTHING_WEIGHT = Decimal('0.7')
TUNING_FACTOR = Decimal('1.1')
router = APIRouter(
prefix="/fixstuff",
tags=["fixstuff"],
responses={404: {"description": "Not found"}},
)
@router.get("/lastdelivered", status_code=200)
def fix_customer_last_delivered():
"""
Updates the last_fill date in the auto_delivery table for each customer
by finding the most recent completed delivery (ticket with non-NULL fill_date)
from the auto_tickets table, matched by account_number.
Returns statistics and a list of changes made.
"""
logger.info("GET /fixstuff/lastdelivered - Fixing customer last delivered dates")
auto_deliveries = session.query(Auto_Delivery).all()
changes = []
total_customers = len(auto_deliveries)
tickets_found = 0
updates_made = 0
for ad in auto_deliveries:
latest_ticket = session.query(Tickets_Auto_Delivery).filter(
Tickets_Auto_Delivery.account_number == ad.account_number,
Tickets_Auto_Delivery.fill_date.isnot(None)
).order_by(Tickets_Auto_Delivery.fill_date.desc()).first()
if latest_ticket:
tickets_found += 1
if ad.last_fill != latest_ticket.fill_date:
updates_made += 1
old_date = ad.last_fill
ad.last_fill = latest_ticket.fill_date
changes.append({
"id": ad.id,
"customer_full_name": ad.customer_full_name,
"before_date": str(old_date) if old_date else None,
"new_date": str(latest_ticket.fill_date)
})
session.add(ad)
session.commit()
result = {
"total_customers": total_customers,
"tickets_found": tickets_found,
"updates_made": updates_made,
"changes": changes
}
return JSONResponse(content=jsonable_encoder(result))
@router.get("/estimate_gallons/{update_db}", status_code=200)
def estimate_customer_gallons(update_db: int):
"""
Estimates current gallons for each customer based on delivery history and weather.
update_db: 0 for estimation only (no DB changes), 1 for estimation with DB updates.
No tickets: assume 100 gallons. Single delivery: use weather for 2000 sq ft home.
Multiple deliveries: use historical average. Includes address and scaling factor.
When update_db=1, updates estimated_gallons_left and house_factor in database.
"""
logger.info(f"GET /fixstuff/estimate_gallons/{update_db} - Estimating customer gallons (update_db={update_db})")
auto_deliveries = session.query(Auto_Delivery).all()
estimates = []
for ad in auto_deliveries:
tickets = session.query(Tickets_Auto_Delivery).filter(
Tickets_Auto_Delivery.account_number == ad.account_number,
Tickets_Auto_Delivery.fill_date.isnot(None)
).order_by(Tickets_Auto_Delivery.fill_date).all()
# Get tank size and hot water setting
tank_size = Decimal(ad.tank_size) if ad.tank_size else Decimal(DEFAULT_TANK_SIZE_GALLONS)
# Adjust effective tank capacity (not filled to 100%)
if tank_size == DEFAULT_TANK_SIZE_GALLONS:
effective_tank = Decimal('250')
elif tank_size == 330:
effective_tank = Decimal('300')
else:
effective_tank = tank_size
hot_water = ad.hot_water_summer == 1
calculated_scaling = None # For DB update
if not tickets:
estimated_gallons = Decimal('100')
calculated_scaling = Decimal('0.12') # No deliveries = use average baseline
else:
last_fill = tickets[-1].fill_date
estimated_gallons_left = effective_tank
today = date.today()
if len(tickets) == 1:
# Single delivery: use weather data for 2000 sq ft home, only heat when temp <=65
calculated_scaling = Decimal('0.12')
if last_fill < today:
# Get daily weather data
temp_days = session.query(Auto_Temp).filter(
Auto_Temp.todays_date > last_fill,
Auto_Temp.todays_date <= today
).all()
heating_usage = Decimal('0')
hot_water_usage = Decimal('0')
house_factor_2000_sqft = Decimal('0.12') # gallons per degree day (average)
for temp in temp_days:
degree_day = max(0, 65 - float(temp.temp_avg))
heating_usage += house_factor_2000_sqft * Decimal(degree_day)
if hot_water:
hot_water_usage += HOT_WATER_DAILY_USAGE
total_usage = heating_usage + hot_water_usage
estimated_gallons_left = max(Decimal('0'), estimated_gallons_left - total_usage)
else:
# Multiple deliveries: calculate house_factor (gallons per degree day)
daily_heating_usages = []
avg_degree_per_days = []
for i in range(len(tickets) - 1):
prev_ticket = tickets[i]
next_ticket = tickets[i + 1]
days = (next_ticket.fill_date - prev_ticket.fill_date).days
if days > 0:
# Calculate degree days for this interval from temp_avg
interval_temps = session.query(Auto_Temp).filter(
Auto_Temp.todays_date > prev_ticket.fill_date,
Auto_Temp.todays_date <= next_ticket.fill_date
).all()
total_degree_days = sum(max(0, 65 - float(temp.temp_avg)) for temp in interval_temps)
total_degree_days = Decimal(total_degree_days)
avg_degree_per_day = total_degree_days / days
total_hot_water = HOT_WATER_DAILY_USAGE * days
gallons_heating = prev_ticket.gallons_delivered - total_hot_water
if gallons_heating > 0 and total_degree_days > 0:
daily_heating = gallons_heating / days
daily_heating_usages.append(daily_heating)
avg_degree_per_days.append(avg_degree_per_day)
if daily_heating_usages and avg_degree_per_days:
average_daily_heating = sum(daily_heating_usages) / len(daily_heating_usages)
average_degree_days_per_day = sum(avg_degree_per_days) / len(avg_degree_per_days)
house_factor = average_daily_heating / average_degree_days_per_day
calculated_scaling = house_factor * TUNING_FACTOR
else:
house_factor = Decimal('0.12') # Default average
calculated_scaling = house_factor
# Calculate usage from last_fill to today using temperature-dependent heating
if last_fill < today:
temp_days = session.query(Auto_Temp).filter(
Auto_Temp.todays_date > last_fill,
Auto_Temp.todays_date <= today
).all()
heating_usage = Decimal('0')
hot_water_usage = Decimal('0')
for temp in temp_days:
degree_day = max(0, 65 - float(temp.temp_avg))
heating_usage += house_factor * Decimal(degree_day)
if hot_water:
hot_water_usage += HOT_WATER_DAILY_USAGE
total_usage = heating_usage + hot_water_usage
estimated_gallons_left = max(Decimal('0'), estimated_gallons_left - total_usage)
estimated_gallons = estimated_gallons_left
# Update database if requested
if update_db == 1:
ad.estimated_gallons_left = estimated_gallons
if calculated_scaling is not None:
ad.house_factor = calculated_scaling
session.add(ad)
last_5 = tickets[-5:] if tickets else []
scaling_factor = float(ad.house_factor) if ad.house_factor else None
estimates.append({
"id": ad.id,
"total_deliveries": len(tickets),
"customer_full_name": ad.customer_full_name,
"account_number": ad.account_number,
"address": ad.customer_address,
"estimated_gallons": float(estimated_gallons),
"scaling_factor": scaling_factor,
"last_5_deliveries": [
{
"fill_date": str(t.fill_date),
"gallons_delivered": float(t.gallons_delivered),
"price_per_gallon": float(t.price_per_gallon),
"total_amount_customer": float(t.total_amount_customer)
} for t in last_5
]
})
if update_db == 1:
session.commit()
return JSONResponse(content=jsonable_encoder(estimates))
@router.get("/backfill_kfactor_history", status_code=200)
def backfill_kfactor_history():
"""
Backfill the auto_kfactor_history table from existing ticket data.
For each auto customer with 2+ tickets, calculates K-factor for each
consecutive ticket pair and inserts into history. Then runs the rolling
K-factor calculation to set the customer's house_factor, confidence, and source.
"""
logger.info("GET /fixstuff/backfill_kfactor_history - Starting K-factor history backfill")
estimator = FuelEstimator(session=session)
auto_deliveries = session.query(Auto_Delivery).all()
stats = {
"customers_processed": 0,
"customers_skipped": 0,
"history_entries_created": 0,
"customers_updated": 0,
}
for ad in auto_deliveries:
tickets = session.query(Tickets_Auto_Delivery).filter(
Tickets_Auto_Delivery.customer_id == ad.customer_id,
Tickets_Auto_Delivery.fill_date.isnot(None)
).order_by(Tickets_Auto_Delivery.fill_date).all()
if len(tickets) < 2:
stats["customers_skipped"] += 1
# Set division avg for customers with <2 tickets
if ad.confidence_score is None:
ad.confidence_score = 20
if ad.k_factor_source is None:
ad.k_factor_source = 'default'
continue
stats["customers_processed"] += 1
# Check if this customer already has history entries
existing = session.query(KFactorHistory).filter(
KFactorHistory.customer_id == ad.customer_id
).count()
if existing > 0:
continue
for i in range(len(tickets) - 1):
prev_ticket = tickets[i]
next_ticket = tickets[i + 1]
start_date = prev_ticket.fill_date
end_date = next_ticket.fill_date
num_days = (end_date - start_date).days
if num_days <= 0:
continue
# Calculate HDD for the interval
interval_temps = session.query(Auto_Temp).filter(
Auto_Temp.todays_date > start_date,
Auto_Temp.todays_date <= end_date
).all()
total_hdd = Decimal(sum(max(0, 65 - float(temp.temp_avg)) for temp in interval_temps))
if total_hdd == 0:
continue
# Hot water adjustment
total_hot_water = Decimal('0.0')
if ad.hot_water_summer == 1:
total_hot_water = Decimal(num_days) * HOT_WATER_DAILY_USAGE
gallons_for_heating = next_ticket.gallons_delivered - total_hot_water
k_factor_obs = None
if gallons_for_heating > 0 and total_hdd > 0:
k_factor_obs = gallons_for_heating / total_hdd
is_budget = estimator._is_budget_fill(next_ticket.gallons_delivered)
# Flag the ticket too
next_ticket.is_budget_fill = is_budget
history_entry = KFactorHistory(
customer_id=ad.customer_id,
ticket_id=next_ticket.id,
fill_date=next_ticket.fill_date,
gallons_delivered=next_ticket.gallons_delivered,
total_hdd=total_hdd,
days_in_period=num_days,
k_factor=k_factor_obs,
is_budget_fill=is_budget,
is_outlier=False,
created_at=date.today()
)
session.add(history_entry)
stats["history_entries_created"] += 1
# Flush so rolling calc can see the new entries
session.flush()
# Run rolling K-factor calculation to set customer values
new_k, confidence, source = estimator._calculate_rolling_k_factor(ad.customer_id)
ad.house_factor = new_k
ad.confidence_score = confidence
ad.k_factor_source = source
stats["customers_updated"] += 1
session.commit()
logger.info(f"Backfill complete: {stats}")
return JSONResponse(content=jsonable_encoder(stats))