├── .gitignore ├── CHANGELOG.md ├── LICENSE ├── README.md ├── development ├── poetry.lock ├── pyproject.toml ├── scripts.py ├── tests ├── __init__.py ├── config_template.py └── test_parser.py └── xerparser ├── __init__.py ├── schemas ├── __init__.py ├── _node.py ├── account.py ├── actvcode.py ├── actvtype.py ├── calendars.py ├── ermhdr.py ├── findates.py ├── memotype.py ├── pcattype.py ├── pcatval.py ├── project.py ├── projwbs.py ├── rate.py ├── rsrc.py ├── rsrcrate.py ├── schedoptions.py ├── task.py ├── taskfin.py ├── taskmemo.py ├── taskpred.py ├── taskrsrc.py ├── trsrcfin.py └── udftype.py ├── scripts ├── __init__.py ├── dates.py └── decorators.py └── src ├── __init__.py ├── errors.py ├── parser.py ├── utils.py ├── validators.py └── xer.py /.gitignore: -------------------------------------------------------------------------------- 1 | # Project specific 2 | *.xer 3 | _main.py 4 | 5 | # Byte-compiled / optimized / DLL files 6 | __pycache__/ 7 | *.py[cod] 8 | *$py.class 9 | 10 | # C extensions 11 | *.so 12 | 13 | # Distribution / packaging 14 | .Python 15 | build/ 16 | develop-eggs/ 17 | dist/ 18 | downloads/ 19 | eggs/ 20 | .eggs/ 21 | lib/ 22 | lib64/ 23 | parts/ 24 | sdist/ 25 | var/ 26 | wheels/ 27 | pip-wheel-metadata/ 28 | share/python-wheels/ 29 | *.egg-info/ 30 | .installed.cfg 31 | *.egg 32 | MANIFEST 33 | 34 | # PyInstaller 35 | # Usually these files are written by a python script from a template 36 | # before PyInstaller builds the exe, so as to inject date/other infos into it. 37 | *.manifest 38 | *.spec 39 | 40 | # Installer logs 41 | pip-log.txt 42 | pip-delete-this-directory.txt 43 | 44 | # Unit test / coverage reports 45 | htmlcov/ 46 | .tox/ 47 | .nox/ 48 | .coverage 49 | .coverage.* 50 | .cache 51 | nosetests.xml 52 | coverage.xml 53 | *.cover 54 | *.py,cover 55 | .hypothesis/ 56 | .pytest_cache/ 57 | 58 | # Translations 59 | *.mo 60 | *.pot 61 | 62 | # Django stuff: 63 | *.log 64 | local_settings.py 65 | db.sqlite3 66 | db.sqlite3-journal 67 | 68 | # Flask stuff: 69 | instance/ 70 | .webassets-cache 71 | 72 | # Scrapy stuff: 73 | .scrapy 74 | 75 | # Sphinx documentation 76 | docs/_build/ 77 | 78 | # PyBuilder 79 | target/ 80 | 81 | # Jupyter Notebook 82 | .ipynb_checkpoints 83 | 84 | # IPython 85 | profile_default/ 86 | ipython_config.py 87 | 88 | # pyenv 89 | .python-version 90 | 91 | # pipenv 92 | # According to pypa/pipenv#598, it is recommended to include Pipfile.lock in version control. 93 | # However, in case of collaboration, if having platform-specific dependencies or dependencies 94 | # having no cross-platform support, pipenv may install dependencies that don't work, or not 95 | # install all needed dependencies. 96 | #Pipfile.lock 97 | 98 | # PEP 582; used by e.g. github.com/David-OConnor/pyflow 99 | __pypackages__/ 100 | 101 | # Celery stuff 102 | celerybeat-schedule 103 | celerybeat.pid 104 | 105 | # SageMath parsed files 106 | *.sage.py 107 | 108 | # Environments 109 | .env 110 | .venv 111 | env/ 112 | venv/ 113 | ENV/ 114 | env.bak/ 115 | venv.bak/ 116 | 117 | # Spyder project settings 118 | .spyderproject 119 | .spyproject 120 | 121 | # Rope project settings 122 | .ropeproject 123 | 124 | # mkdocs documentation 125 | /site 126 | 127 | # mypy 128 | .mypy_cache/ 129 | .dmypy.json 130 | dmypy.json 131 | 132 | # Pyre type checker 133 | .pyre/ 134 | 135 | .vscode/ 136 | tests/fixtures/*.json 137 | tests/config.py 138 | -------------------------------------------------------------------------------- /CHANGELOG.md: -------------------------------------------------------------------------------- 1 | 2 | # Changelog - xerparser 3 | 4 | ## 0.13.5 - 2025-05-26 5 | 6 | Adding `day_hr_cnt`, `week_hr_cnt`, `year_hr_cnt` as optional_float to calendar object. 7 | 8 | --- 9 | 10 | ## 0.13.4 - 2024-12-18 11 | 12 | In `TASKRSRC` class, changed data type of `target_lag_drtn_hr_cnt` property from int to float. Reference [Issue #10](https://github.com/jjCode01/xerparser/issues/10) 13 | 14 | --- 15 | 16 | ## 0.13.3 17 | 18 | * Added properties to `PROJWBS` class: 19 | * `project` gives PROJWBS objects access to the project and its properties. 20 | * `original_duration` calendar days between start and finish dates. 21 | * `actual_duration` calendar days between the project data date the wbs start date. 22 | * `remaining_duration` calendar days between the wbd finish date and the project data date. 23 | 24 | --- 25 | 26 | ## 0.13.2 - 2024-10-09 27 | 28 | * Added `all_task` property to `PROJWBS` class, which returns all tasks assigned to a node and all it's children nodes. 29 | * Added `actual_cost`, `budgeted_cost`, `remaining_cost`, and `this_period_cost` properties to `PROJWBS` class. These are sums of the costs for all activities under a WBS node. 30 | * Added `start` and `finish` properties to `PROJWBS` class. 31 | * `PROJWBS` objects are now sorted by seq_num to match the order reflected in P6. 32 | 33 | --- 34 | 35 | ## 0.13.1 - 2024-10-09 36 | 37 | * `Node` object now use `seq_num` attribute for comparison and sorting. 38 | * Fixed potential bug in how children are stored in the `Node` class; switched from a list to a dict to avoid having multiple of the same child. 39 | 40 | --- 41 | 42 | ## 0.13.0 - 2024-10-06 43 | 44 | NOTE: If you have tests setup, this change will require you to delete the existing `xer_data.json` fixture and recreate it in the test process. 45 | 46 | * Added functionality for traversing `Node` objects: 47 | * `traverse_parents` method iterates through parents to root node. 48 | * `traverse_children` method iterates through all children to leaves. 49 | * `height` property is the length of the longest downward path to a leaf from a given node (leaf nodes with have a height of 0). 50 | * `depth` property is the length of the path to the root node from a given node (root node will have a depth of 0). 51 | 52 | --- 53 | 54 | ## 0.12.3 - 2024-09-14 55 | 56 | * Fixed potential KeyErrors in the `SCHEDOPTIONS` class due to missing attributes in files exported from older versions of P6. [Issue #7](https://github.com/jjCode01/xerparser/issues/7) 57 | * Fixed bug where `create_date` and `update_date` attributes of the `TASK` class may be empty. [Issue #8](https://github.com/jjCode01/xerparser/issues/8) 58 | 59 | --- 60 | 61 | ## 0.12.2 - 2024-07-04 62 | 63 | * Added `tasks` (list[`TASK`]) attribute to `PROJWBS` class. 64 | * Added `task_rsrcs` (list[`TASKRSRC`]) attribute to `RSRC` class. 65 | 66 | --- 67 | 68 | ## 0.12.1 - 2024-07-02 69 | 70 | Patched potential errors when transformming from a string to a float. Some languages use a comma rather than a period in floating point numbers. 71 | 72 | --- 73 | 74 | ## 0.12.0 - 2024-06-19 75 | 76 | * Added class `RSRCRATE` which represents a Resource Rate. This can be accessed from the `resource_rate` (dict) attribute of the `Xer` object. [Issue #6](https://github.com/jjCode01/xerparser/issues/6) 77 | 78 | --- 79 | 80 | ## 0.11.2 - 2024-05-25 81 | 82 | * Refactored inheritance for `Node` objects. 83 | * The `description` attribute of the `ACTVCODE` and `PCATVAL` classes has been changed to `name`. 84 | 85 | --- 86 | 87 | ## 0.11.1 - 2024-05-24 88 | 89 | * Fixed bug in the equal override function for the `RSRC` object; missing a return. 90 | 91 | --- 92 | 93 | ## 0.11.0 - 2024-04-28 94 | 95 | * Updated type hints, which now requires a minimum of Python 3.11. 96 | * `RSRC` class now inherits from `Node`. 97 | * Updating / filling in docstrings. 98 | 99 | --- 100 | 101 | ## 0.10.4 - 2024-03-08 102 | 103 | * Updated dependencies to new versions. 104 | * `ACCOUNT` class equal overide now checks if other object is None type. 105 | * The `max_multiple_longest_path` attribute of the `SCHEDOPTIONS` class can be type int or None. 106 | 107 | --- 108 | 109 | ## 0.10.3 - 2023-08-11 110 | 111 | ### Changes 112 | 113 | * Added `Node` class to represent a Tree data structure - can have one parent and multiple children. `ACCOUNT`, `ACTVCODE`, `PCATVAL`, and `PROJWBS` classes now inherit from `Node` class. 114 | 115 | --- 116 | 117 | ## 0.10.2 - 2023-08-05 118 | 119 | ### Changes 120 | 121 | * Updated dependency `html-sanitizer` to the latest version `2.2.0` 122 | * Added `Node` class to represent a Tree data structure - can have one parent and multiple children. 123 | * `ACCOUNT`, `ACTVCODE`, `PCATVAL`, and `PROJWBS` classes now inherit from `Node` class. 124 | 125 | --- 126 | 127 | ## 0.10.1 - 2023-08-05 128 | 129 | ### Added 130 | 131 | * Added `is_wbs` property to `TaskType` enum class. Checks if task is a wbs summary type. 132 | 133 | --- 134 | 135 | ## 0.10.0 - 2023-07-17 136 | 137 | ### Added 138 | 139 | * Added `wbs_root` attribute to the `PROJECT` class. This is the root WBS node. 140 | * Added `children` attribute to the `PROJWBS` class. Along with the `wbs_root` above, this forms a Tree Data Structure. 141 | * Added `children` attribute to the `ACCOUNT` class. 142 | * Added `children` attribute to the `ACTVCODE` class. 143 | * Added `children` attribute to the `PCATVAL` class. 144 | 145 | ### Changes 146 | 147 | * Changed the `PROJECT` `name` from an attribute to a property. The project name is stored in the `wbs_root` added above. 148 | 149 | --- 150 | 151 | ## 0.9.9 - 2023-06-14 152 | 153 | ### Changes 154 | 155 | * The `task_percent` property of the `PROJECT` class now ignores Level of Effort activities when calculating percent complete. There were edge cases where the LOE activity had a remaining duration much greater than its original duration, which significantly reduced the calculated percent complete. 156 | 157 | --- 158 | 159 | ## 0.9.8 - 2023-05-24 160 | 161 | * Bug fixes with validating data types for `TASKPRED` objects. 162 | 163 | --- 164 | 165 | ## 0.9.7 - 2023-05-24 166 | 167 | * Bug fixes with validating data types for `TASK` objects. 168 | 169 | --- 170 | 171 | ## 0.9.6 - 2023-05-14 172 | 173 | ### Added 174 | 175 | * Added `resources` attribute containing a list of `TASKRSRC` objects to the `PROJECT` class. Previously, `TASKRSRC` objects were only accessible through a `TASK` object. 176 | 177 | --- 178 | 179 | ## 0.9.5 - 2023-05-13 180 | 181 | ### General 182 | 183 | Both project specific and global calendars are now included in the `PROJECT` `calendars` attribute. Covers cases where project tasks are assigned to a gobal calendar. 184 | 185 | --- 186 | 187 | ## 0.9.4 - 2023-04-19 188 | 189 | ### Added 190 | 191 | * Added `actual_duartion` property to `PROJECT` class. 192 | 193 | --- 194 | 195 | ## 0.9.3 - 2023-04-08 196 | 197 | ### General 198 | 199 | Some code cleanup and corrections to the python code in the README file. 200 | 201 | --- 202 | 203 | ## 0.9.2 - 2023-03-19 204 | 205 | ### Added 206 | 207 | * Added function `file_reader` which accepts a .xer file and reads it to a string object. 208 | * Accepts str or Path objects for files stored locally or on a server. 209 | * Accepts BinaryIO files from requests, Flask, FastAPI, etc... 210 | * Added classmethods `reader` to the `Xer` class. A .xer file can be passed directly to this method, which will read and decode the file, and return a `Xer` object. Uses the `file_reader` function above. 211 | 212 | ### Changed 213 | 214 | * Changed name of function `xer_to_dict` to `parser`. 215 | 216 | --- 217 | 218 | ## 0.9.1 - 2023-03-18 219 | 220 | Updated `CorruptXerFile` Exception to receive the list of errors and print them out when the exception is raised. The errors can now be accessed from the Exception when using `try` `except`. 221 | 222 | ```python 223 | try: 224 | xer = Xer(file_contents) 225 | except CorruptXerFile as e: 226 | for error in e.errors: 227 | print(error) 228 | ``` 229 | 230 | --- 231 | 232 | ## 0.9.0 - 2023-03-17 233 | 234 | ### General Notes 235 | 236 | Remove `error` attribute from `xer` class. If the errors are encoutered during initialization of an `xer` object, then a `CorruptXerFile` Exception is raised. 237 | 238 | ### Added 239 | 240 | * `find_xer_errors` function. Error checking for the file is now its own function that that can find errors in an xer file and povide the results in a list. 241 | * Error checking now looks for invalid `rsrc_id` assigned to a `TASKRSRC` object. 242 | 243 | ### Removed 244 | 245 | The option for None type on the following items was originally done to avoid Exceptions being thrown if the file is corrupted. This created additional code to handle situations when the attributes equal None. 246 | * Removed option for `calendar` attribute of the `TASK` class to be type `None`; All `TASK` objects must have a `calendar` or the `CorruptXerFile` Exception is raised. 247 | * Removed option for the `resource` attribute of the `TASKRSRC` class to be type `None`; all `TASKRSRC` objects must have a `resource` or the `CorruptXerFile` Exception is raised. 248 | 249 | --- 250 | 251 | ## 0.8.2 - 2023-03-05 252 | 253 | ### Added 254 | 255 | * Added `actual_total_cost` property to `TASKFIN` class 256 | * Added `late_start` property to `PROJECT` class 257 | 258 | ### Changes 259 | 260 | * `TASK` method `rem_hours_per_day` can now accept a `late` flag (bool) to calculate late dates rather than early dates. 261 | 262 | --- 263 | 264 | ## 0.8.1 - 2023-02-28 265 | 266 | ### General Notes 267 | 268 | Refactor / cleanup code. 269 | Working on functionality to generate cost loading projections. 270 | 271 | ### Added 272 | 273 | * Added `rem_hours_per_day` method to `TASK` class. This return a dict with date: workhour key value pairs. This function was originally contained within the `calendar.py` module, but was not being used. Makes more sense to have it as a `TASK` method. 274 | * Added `base_calendar` attribute to `CALENDAR` class. The `is_workday` function will now search the `base_calendar` for holidays when determining if a date is a workday. 275 | 276 | ### Changed 277 | 278 | * `remain_drtn_hr_cnt` attribute of `TASK` no longer allows `None` type. 279 | * `finish` property of `TASK` will now check for `reend_date` and return it before it returns `early_end_date` 280 | 281 | --- 282 | 283 | ## 0.8.0 - 2023-02-28 284 | 285 | ### General Notes 286 | 287 | Added parsing of User Defined Fields (UDF). [Issue #4](https://github.com/jjCode01/xerparser/issues/4) 288 | Expanded testing for more coverage. 289 | Refactor / clean up code for initialization of `XER` class. 290 | 291 | ### Added 292 | 293 | * Added class `UDFTYPE` which represents a User Defined Field. 294 | * Added attribute `user_defined_fields` to `PROJECT`, `PROJWBS`, `RSRC`, and `TASK` classes, which hold a dictionary of `UDFTYPE`: `UDF Value` key value pairs. 295 | 296 | --- 297 | 298 | ## 0.7.0 - 2023-02-25 299 | 300 | ### General Notes 301 | 302 | Added parsing of Project Codes. [Issue #3](https://github.com/jjCode01/xerparser/issues/3). 303 | 304 | ### Added 305 | 306 | * Added class `PCATTYPE` which represents a Project Code Type. 307 | * Added class `PCATVAL` which represents a Project Code Value. 308 | * Added attribute `project_code_types` to `Xer` class, which holds a dictionary of `PCATTYPE` objects. 309 | * Added attribute `project_code_values` to `Xer` class, which holds a dictionary of `PCATVAL` objects. 310 | * Added attribute `project_codes` to `PROJECT` class, which holds a dictionary of `PCATTYPE`: `PCATVAL` key value pairs assigned to a project. 311 | 312 | --- 313 | 314 | ## 0.6.0 - 2023-02-24 315 | 316 | ### General Notes 317 | 318 | The `ScheduleWarnings` class will no longer be developed under this project. This is a breaking change if you were using the `ScheduleWarnings` class. 319 | 320 | ### Added 321 | 322 | * Added `__len__` method to `CALENDAR` class. Returns number of workdays in a week. 323 | 324 | ### Removed 325 | 326 | * Removed `warnings.py` from project. This may become a seperate project. 327 | 328 | --- 329 | 330 | ## 0.5.9 - 2023-02-12 331 | 332 | * Added `default_calendar` attribute to `PROJECT` class. 333 | 334 | --- 335 | 336 | ## 0.5.8 - 2023-02-05 337 | 338 | ### Added 339 | 340 | * Added `SCHEDOPTIONS` class. 341 | * Added `options` attribute the `PROJECT` class, which is a `SCHEDOPTIONS` object.` 342 | * Added `lineage` and `full_code` properties to the `ACTVCODE` class. [Issue #2](https://github.com/jjCode01/xerparser/issues/2) 343 | 344 | ### Changes 345 | 346 | * Comparison operators for `ACTVCODE` are now based on `full_code` property rather than `code` property. 347 | 348 | --- 349 | 350 | ## 0.5.7 - 2023-02-03 351 | 352 | ### General Notes 353 | 354 | Added some additional features noted below, and continue working on `Warnings` class. 355 | 356 | ### Added 357 | 358 | * Added `lineage` property to `PROJWBS` class. Returns list of all ancestor `PROJWBS` objects, including self. 359 | * Added `duration` property to `TASK` class. This will return `remaining_duration` if the task is not started; otherwise, it returns `original_duration`. This is usefull when the remaining duration is unlinked from the original duration in the project settings - in these cases, the remaining duration can be different to the original duration in tasks that have not started. 360 | 361 | --- 362 | 363 | ## 0.5.6 - 2023-01-24 364 | 365 | Fixed bug where the `start` property of the `TASK` class will return the early finish date rather than early start date if task is not started. [Issue #1](https://github.com/jjCode01/xerparser/issues/1) 366 | 367 | --- 368 | 369 | ## 0.5.5 - 2023-01-21 370 | 371 | ### General Notes 372 | 373 | * Added docstrings to more classes. 374 | * Improved type validation. 375 | 376 | ### Added 377 | 378 | * Added `full_code` property to `ACCOUNT` class. This property returns the full path to the cost code including any parent codes. This property is now the basis for comparing `ACCOUNT` objects. 379 | 380 | ## 0.5.4 - 2023-01-07 381 | 382 | ### General Notes 383 | 384 | * Small amount of code cleanup and refactoring. 385 | 386 | ### Added 387 | 388 | * Added `parent_acct_id` and `seq_num` attributes to `ACCOUNT` class. 389 | * Added `parent` property to `ACCOUNT` class. 390 | 391 | --- 392 | 393 | ## 0.5.3 - 2023-01-05 394 | 395 | ### General Notes 396 | 397 | * Small amount of refactoring and moving around files. 398 | * Added gt and lt dunder methods to some of the classes. 399 | * Using decorator to round any class method that returns a float. Just playing with decorators, may switch back to rounding directly in the method. 400 | 401 | --- 402 | 403 | ## 0.5.2 - 2023-01-02 404 | 405 | ### General Notes 406 | 407 | * Removed dependency on `Pydantic`. Speeds up code by ~25%. 408 | 409 | ### Added 410 | 411 | * Added testing of `errors` attribute of `Xer` class. 412 | 413 | ### Changed 414 | 415 | * Moved functions `is_workday`, `iter_holidays`, and `iter_workdays` to be methods of the `CALENDAR` class. 416 | * The `budgeted_cost`, `actual_cost`, `this_period_cost`, and `remaining_cost` properties of the `TASK` class now return float values rounded to two decimal places. **Warning**: this may cause the `PROJECT` level values to be off by .01 from what was previously reported; you will need to recreate test data. 417 | 418 | ### Removed 419 | 420 | * Removed `has_predecessor`, `has_successor`, `has_finish_successor`, and `has_start_successor` of `TASK` class. These analyses can be done in the users program. 421 | 422 | ### In Development 423 | 424 | * Continue working on Warnings class. 425 | 426 | --- 427 | 428 | ## 0.5.1 - 2022-12-31 429 | 430 | ### General Notes 431 | 432 | * Updated tests. 433 | * More testing has resulted in minor code cleanup and refactoring. 434 | 435 | ### Changes 436 | 437 | * The `description` attribute of `ACCOUNT` class will now return an empty string if its empty; it used to return None. 438 | * Fixed bug in parser that was stripping out the last values (columns) in a table row if they were empty. This was causing validation errors with missing attributes in Pydantic. 439 | * Changed `CALENDAR` class variable `CALENDAR_TYPES` (dict) to `CalendarTypes` (Enum). 440 | * `wbs` argument is now required during initialization of a `TASK` object. 441 | * `predecessor` and `successor` arguments are now required during initialization of a `TASKPRED` object. 442 | 443 | --- 444 | 445 | ## 0.5.0 - 2022-12-29 446 | 447 | ### General Notes 448 | 449 | * This change focused on parsing Activity Code Data stored in a .xer file. This information is stored in the `ACTVTYPE`, `ACTVCODE`, and `TASKACTV` Tables. 450 | * **WARNING**: Some refactoring includes breaking changes, so this is being considered a `minor` version bump rather than a `patch`. 451 | 452 | ### Added 453 | 454 | * Added `ACTVTYPE` class to represent Activity Code Types. 455 | * Added `ACTVCODE` class to represent Activity Code Values. 456 | * Added `activity_code_types` (dict), `activity_code_values` (dict), `wbs_nodes` (dict), `tasks` (dict) and `relationships` (dict) attributes to `Xer` class. 457 | * Added `activity_codes` attribute to `TASK` class, which holds a dict of `ACTVTYPE`, `ACTVCODE` pairs assigned to a task via the `TASKACTV` Table. 458 | * Added `activity_codes` attribute to `PROJECT` class, which holds Project level activity code types. 459 | * Added `relationships_by_hash` property to `PROJECT` class. Returns a dict with a hash of the relationship as the key and the relationship as the value. This is usefull for evaluating logic changes between two schedules; Unique IDs will change from schedule to schedule, but the hash value will be the same. Note: hash value is calculated based on predecessor task_code, successor task_code, and relationship link. 460 | 461 | ### Changed 462 | 463 | * Moved `conv_excel_date` function from `dates.py` to a Static Method of the `CALENDAR` class. This function is only used to parse dates in the `clndr_data`. 464 | * Moved `CALENDAR_TYPES` from being a Global variable in `calendars.py` to be a `CALENDAR` class variable. 465 | * The Global Regular Expression variables in `calendars.py` now use the `re.compile` method. 466 | * Renamed `fin_dates_id` attribute of `FINDATES` class to `uid`. This is consistent with the naming in other classes. 467 | * Renamed `fin_dates_name` attribute of `FINDATES` class to `name`. This is consistent with the naming in other classes. 468 | * `MEMOTYPE` and `TASKMEMO` classes no longer iherit from Pydantic BaseModel class. All attributes of both `MEMOTYPE` and `TASKMEMO` are strings, so type validation is not needed. 469 | * Added `__eq__` and `__hash__` methods to `MEMOTYPE` class. 470 | * Moved Enumerators `ConstraintType`, `PercentType`, `TaskStatus` and `TaskType` to inside the `TASK` class. 471 | * Refactored how `calendars`, `wbs_nodes`, `tasks` and `relationships` attributes are assigned for the `PROJECT` class. Each of these attributes is now a list rather than a dict or set. These objects are now referenced directly in the `Xer` class as a dict using its Unique ID as the key, so the `PROJECT` reference to these objects can now be a simple list. 472 | * `PROJECT` properties `actual_cost`, `budgeted_cost`, `remaining_cost`, and `this_period_cost` now return float values rounded to two decimal places. 473 | 474 | ### Removed 475 | 476 | * Removed `__str__` method from `WeekDay` class in `calendars.py`. This was originally used for testing and is no longer needed. 477 | * Removed `print_cal` method from `CALENDAR` class. This were originally used for testing and is no longer needed. 478 | 479 | --- 480 | 481 | ## 0.4.1 - 2022-12-21 482 | 483 | ### General Note 484 | 485 | This change focused on parsing Financial Periods and Past Period Data stored in a .xer file. This information is stored in the `FINDATES`, `TASKFIN` and `TRSRCFIN` Tables. 486 | 487 | ### Added 488 | 489 | * Added `FINDATES` class to represent Financial Periods. 490 | * Added `TASKFIN` class to represent Activity Past Period Actuals. 491 | * Added `TRSRCFIN` class to represent Activity Resource Assignment Past Period Actuals. 492 | * `Xer` class now has `financial_periods` (dict) attribute, which stores `FINDATES` objects. 493 | * `TASK` class now has a `periods` (list) attribute, which stores `TASKFIN` objects. 494 | * `TASKRSRC` class now has a `periods` (list) attribute, which stores `TRSRCFIN` objects. 495 | 496 | ### Changed 497 | 498 | * `resources` attribute of `TASK` class changed from type list to type dict. This allows for easier assignment of financial period data (`TRSRCFIN`) to task resources (`TASKRSRC`). 499 | 500 | --- 501 | 502 | ## 0.4.0 - 2022-12-20 503 | 504 | ### General 505 | 506 | * General code clean up and refactoring 507 | 508 | ### Added 509 | 510 | * `Xer` class now has a class variable `CODEC`, which stores the type of encoding for a .xer file. 511 | * Added `LinkToTask` class for use in storing a `TASK` objects predecessor and successor links. Has properties `task`, `link`, and `lag`. 512 | * `TASK` objects now have a `predecessors` attribute, which holds a list of `LinkToTask` objects representing predecessor logic ties. 513 | * `TASK` objects now have a `successors` attribute, which holds a list of `LinkToTask` objects representing successor logic ties. 514 | * `TASK` objects now have a `has_predecessor` property, which return True if task has at least one predecessor stored in its `predecessors` attribute. 515 | * `TASK` objects now have a `has_successors` property, which return True if task has at least one successor stored in its `successors` attribute. 516 | * `TASK` objects now have a `has_finish_successor` property, which return True if task has at least one *Finish-Start* or *Finish-Finish* logic tie (link) stored in its `successors` attribute. Will also return True if the task has no successors. 517 | * `TASK` objects now have a `has_start_predecessor` property, which return True if task has at least one *Finish-Start* or *Start-Start* logic tie (link) stored in its `predecessors` attribute. Will also return True if the task has no predecessors. 518 | 519 | ### Changed 520 | 521 | * `Xer` class no longer accepts raw .xer files as an argument. The xer file must be decoded into a string, which is then passed as an argument. This helps avoid multiple try / except statements to read the xer file. 522 | * `xer_to_dict` function no longer returns a dictionary with a 'tables' key. Each table name is now a top level key in the dictionary. 523 | * `xer_to_dict` function no longer parses the potential **errors** in the xer files. Errors are now parsed when the `Xer` object is initialized. 524 | * `Xer` attribute `notebook` is renamed to `notebook_topic` to better define the objects stored in this attribute. 525 | * `Xer` attribute `export` is renamed to `export_info` to better define the values stored in this attribute. 526 | 527 | ### In Development 528 | 529 | * Working on a `ScheduleWarnings` class to provide schedule health analysis. 530 | -------------------------------------------------------------------------------- /LICENSE: -------------------------------------------------------------------------------- 1 | GNU GENERAL PUBLIC LICENSE 2 | Version 3, 29 June 2007 3 | 4 | Copyright (C) 2007 Free Software Foundation, Inc. 5 | Everyone is permitted to copy and distribute verbatim copies 6 | of this license document, but changing it is not allowed. 7 | 8 | Preamble 9 | 10 | The GNU General Public License is a free, copyleft license for 11 | software and other kinds of works. 12 | 13 | The licenses for most software and other practical works are designed 14 | to take away your freedom to share and change the works. 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Limitation of Liability. 601 | 602 | IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING 603 | WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS 604 | THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY 605 | GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE 606 | USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF 607 | DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD 608 | PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS), 609 | EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF 610 | SUCH DAMAGES. 611 | 612 | 17. Interpretation of Sections 15 and 16. 613 | 614 | If the disclaimer of warranty and limitation of liability provided 615 | above cannot be given local legal effect according to their terms, 616 | reviewing courts shall apply local law that most closely approximates 617 | an absolute waiver of all civil liability in connection with the 618 | Program, unless a warranty or assumption of liability accompanies a 619 | copy of the Program in return for a fee. 620 | 621 | END OF TERMS AND CONDITIONS 622 | 623 | How to Apply These Terms to Your New Programs 624 | 625 | If you develop a new program, and you want it to be of the greatest 626 | possible use to the public, the best way to achieve this is to make it 627 | free software which everyone can redistribute and change under these terms. 628 | 629 | To do so, attach the following notices to the program. It is safest 630 | to attach them to the start of each source file to most effectively 631 | state the exclusion of warranty; and each file should have at least 632 | the "copyright" line and a pointer to where the full notice is found. 633 | 634 | 635 | Copyright (C) 636 | 637 | This program is free software: you can redistribute it and/or modify 638 | it under the terms of the GNU General Public License as published by 639 | the Free Software Foundation, either version 3 of the License, or 640 | (at your option) any later version. 641 | 642 | This program is distributed in the hope that it will be useful, 643 | but WITHOUT ANY WARRANTY; without even the implied warranty of 644 | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the 645 | GNU General Public License for more details. 646 | 647 | You should have received a copy of the GNU General Public License 648 | along with this program. If not, see . 649 | 650 | Also add information on how to contact you by electronic and paper mail. 651 | 652 | If the program does terminal interaction, make it output a short 653 | notice like this when it starts in an interactive mode: 654 | 655 | Copyright (C) 656 | This program comes with ABSOLUTELY NO WARRANTY; for details type `show w'. 657 | This is free software, and you are welcome to redistribute it 658 | under certain conditions; type `show c' for details. 659 | 660 | The hypothetical commands `show w' and `show c' should show the appropriate 661 | parts of the General Public License. Of course, your program's commands 662 | might be different; for a GUI interface, you would use an "about box". 663 | 664 | You should also get your employer (if you work as a programmer) or school, 665 | if any, to sign a "copyright disclaimer" for the program, if necessary. 666 | For more information on this, and how to apply and follow the GNU GPL, see 667 | . 668 | 669 | The GNU General Public License does not permit incorporating your program 670 | into proprietary programs. If your program is a subroutine library, you 671 | may consider it more useful to permit linking proprietary applications with 672 | the library. If this is what you want to do, use the GNU Lesser General 673 | Public License instead of this License. But first, please read 674 | . 675 | -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | # xerparser 2 | 3 | Read the contents of a P6 .xer file and convert it into a Python object. 4 | 5 | *Disclaimers: 6 | It's helpfull if you are already familiar with the mapping and schemas used by P6 during the export process. 7 | Refer to the [Oracle Documentation]( https://docs.oracle.com/cd/F25600_01/English/Mapping_and_Schema/xer_import_export_data_map_project/index.htm) for more information regarding how data is mapped to the XER format. 8 | Tested on .xer files exported as versions 15.2 through 19.12.* 9 | 10 |
11 | 12 | ## Install 13 | 14 | **Windows**: 15 | 16 | ```bash 17 | pip install xerparser 18 | ``` 19 | 20 | **Linux/Mac**: 21 | 22 | ```bash 23 | pip3 install xerparser 24 | ``` 25 | 26 |
27 | 28 | ## Usage 29 | 30 | Import the `Xer` class from `xerparser` and pass the contents of a .xer file as an argument. Use the `Xer` class variable `CODEC` to set the proper encoding to decode the file. 31 | 32 | ```python 33 | from xerparser import Xer 34 | 35 | file = r"/path/to/file.xer" 36 | with open(file, encoding=Xer.CODEC, errors="ignore") as f: 37 | file_contents = f.read() 38 | xer = Xer(file_contents) 39 | ``` 40 | 41 | Do not pass the the .xer file directly as an argument to the `Xer` class. The file must be decoded and read into a string, which can then be passed as an argument. Or, pass the .xer file into the `Xer.reader` classmethod, which accepts: 42 | 43 | * str or pathlib.Path objects for files stored locally or on a server. 44 | * Binary files from requests, Flask, FastAPI, etc... 45 | 46 | ```python 47 | from xerparser import Xer 48 | 49 | file = r"/path/to/file.xer" 50 | xer = Xer.reader(file) 51 | ``` 52 | 53 |
54 | 55 | ## Attributes 56 | 57 | The tables stored in the .xer file are accessable as either Global, Project specific, Task specific, or Resource specific: 58 | 59 | ### Global 60 | 61 | ```python 62 | xer.export_info # export data 63 | xer.activity_code_types # dict of ACTVTYPE objects 64 | xer.activity_code_values # dict of ACTVCODE objects 65 | xer.calendars # dict of all CALENDAR objects 66 | xer.financial_periods # dict of FINDATES objects 67 | xer.notebook_topics # dict of MEMOTYPE objects 68 | xer.projects # dict of PROJECT objects 69 | xer.project_code_types # dict of PCATTYPE objects 70 | xer.project_code_values # dict of PCATVAL objects 71 | xer.tasks # dict of all TASK objects 72 | xer.relationships # dict of all TASKPRED objects 73 | xer.resources # dict of RSRC objects 74 | xer.resource_rates # dict of RSRCRATE objects 75 | xer.udf_types # dict of UDFTYPE objects 76 | xer.wbs_nodes # dict of all PROJWBS objects 77 | ``` 78 | 79 | ### Project Specific 80 | 81 | ```python 82 | # Get first project 83 | project = list(xer.projects.values())[0] 84 | 85 | project.activity_codes # list of project specific ACTVTYPE objects 86 | project.calendars # list of project specific CALENDAR objects 87 | project.project_codes # dict of PCATTYPE: PCATVAL objects 88 | project.tasks # list of project specific TASK objects 89 | project.relationships # list of project specific TASKPRED objects 90 | project.resources # lest of project specific TASKRSRC objects 91 | project.user_defined_fields # dict of `UDFTYPE`: `UDF Value` pairs 92 | project.wbs_nodes # list of project specific PROJWBS objects 93 | ``` 94 | 95 | ### WBS Specific 96 | ```python 97 | # Get projects root wbs node 98 | wbs_node = project.wbs_root 99 | 100 | wbs_node.children # list of child PROJWBS objects 101 | wbs_node.project # PROJECT the WBS node belongs to 102 | wbs_node.tasks # list of TASK objects assigned directly to WBS node 103 | wbs_node.all_tasks # list of TASK objects under the WBS node 104 | wbs_node.user_defined_fields # dict of `UDFTYPE`: `UDF Value` pairs 105 | ``` 106 | 107 | ### Task Specific 108 | 109 | ```python 110 | # Get first task 111 | task = project.tasks[0] 112 | 113 | task.activity_codes # dict of ACTVTYPE: ACTVCODE objects 114 | task.memos # list of TASKMEMO objects 115 | task.periods # list of TASKFIN objects 116 | task.resources # dict of TASKRSRC objects 117 | task.user_defined_fields # dict of `UDFTYPE`: `UDF Value` pairs 118 | ``` 119 | 120 | ### Resource Specific 121 | 122 | ```python 123 | # Get first task resource 124 | resource = list(task.resources.values())[0] 125 | 126 | resource.periods # list of TRSRCFIN objects 127 | resource.user_defined_fields # dict of `UDFTYPE`: `UDF Value` pairs 128 | ``` 129 | 130 |
131 | 132 | ## Error Checking 133 | 134 | Sometimes the xer file is corrupted during the export process. If this is the case, a `CorruptXerFile` Exception will be raised during initialization. A list of the errors can be accessed from the `CorruptXerFile` Exception, or by using the `find_xer_errors` function. 135 | 136 | ### Option 1 - `errors` attribute of `CorruptXerFile` exception (preferred) 137 | ```python 138 | from xerparser import Xer, CorruptXerFile 139 | 140 | file = r"/path/to/file.xer" 141 | try: 142 | xer = Xer.reader(file) 143 | except CorruptXerFile as e: 144 | for error in e.errors: 145 | print(error) 146 | ``` 147 | 148 | ### Option 2 - `find_xer_errors` function 149 | ```python 150 | from xerparser import parser, file_reader, find_xer_errors 151 | 152 | file = r"/path/to/file.xer" 153 | xer_data = parser(file_reader(file)) 154 | file_errors = find_xer_errors(xer_data) 155 | for error in file_errors: 156 | print(error) 157 | ``` 158 | 159 | ### Errors 160 | 161 | - Minimum required tables - an error is recorded if one of the following tables is missing: 162 | - CALENDAR 163 | - PROJECT 164 | - PROJWBS 165 | - TASK 166 | - TASKPRED 167 | - Required table pairs - an error is recorded if Table 1 is included but not Table 2: 168 | 169 | | Table 1 | Table 2 | Notes | 170 | | :----------- |:-------------|----------| 171 | | TASKFIN | FINDATES | *Financial Period Data for Task* | 172 | | TRSRCFIN | FINDATES | *Financial Period Data for Task Resource* | 173 | | TASKRSRC | RSRC | *Resource Data* | 174 | | TASKMEMO | MEMOTYPE | *Notebook Data* | 175 | | ACTVCODE | ACTVTYPE | *Activity Code Data* | 176 | | TASKACTV | ACTVCODE | *Activity Code Data* | 177 | | PCATVAL | PCATTYPE | *Project Code Data* | 178 | | PROJPCAT | PCATVAL | *Project Code Data* | 179 | | UDFVALUE | UDFTYPE | *User Defined Field Data* | 180 | 181 | - Non-existent calendars assigned to tasks. 182 | - Non-existent resources assigned to task resources. 183 | -------------------------------------------------------------------------------- /development: -------------------------------------------------------------------------------- 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= "^3.11" 279 | content-hash = "1da29610a53779e9cfdf1dbeb32da803325b597aada5d134f48db71bd4b87613" 280 | -------------------------------------------------------------------------------- /pyproject.toml: -------------------------------------------------------------------------------- 1 | [tool.poetry] 2 | name = "xerparser" 3 | version = "0.13.5" 4 | description = "Parse a P6 .xer file to a Python object." 5 | authors = ["Jesse "] 6 | license = "GPL-3.0-only" 7 | readme = "README.md" 8 | keywords = ["primavera", "p6", "xer", "schedule", "scheduling", "planning", "project management", "project controls"] 9 | repository = "https://github.com/jjCode01/xerparser" 10 | 11 | [tool.poetry.dependencies] 12 | python = "^3.11" 13 | html-sanitizer = "^2.2.0" 14 | 15 | [tool.poetry.group.test.dependencies] 16 | tqdm = "^4.64.1" 17 | python-dateutil = "^2.8.2" 18 | 19 | [tool.poetry.scripts] 20 | test = 'scripts:test' 21 | parse_test = 'scripts:parse_test' 22 | calc_rem_hours_test = 'scripts:rem_hours_per_day_test' 23 | test_task_rsrc_compare = 'scripts:test_task_rsrc_compare' 24 | 25 | 26 | [build-system] 27 | requires = ["poetry-core"] 28 | build-backend = "poetry.core.masonry.api" 29 | -------------------------------------------------------------------------------- /scripts.py: -------------------------------------------------------------------------------- 1 | import subprocess 2 | 3 | 4 | def test(): 5 | """ 6 | Run all unittests. Equivalent to: 7 | `poetry run python -u -m unittest discover` 8 | """ 9 | subprocess.run(["python", "-u", "-m", "unittest", "discover"]) 10 | 11 | 12 | def parse_test(): 13 | subprocess.run( 14 | ["python", "-m", "unittest", "tests.test_parser.TestParser.test_create_xer"] 15 | ) 16 | 17 | 18 | def test_task_rsrc_compare(): 19 | subprocess.run( 20 | [ 21 | "python", 22 | "-m", 23 | "unittest", 24 | "tests.test_parser.TestParser.test_task_rsrc_compare", 25 | ] 26 | ) 27 | 28 | 29 | def rem_hours_per_day_test(): 30 | subprocess.run( 31 | ["python", "-m", "unittest", "tests.test_parser.TestParser.test_rem_hour_calc"] 32 | ) 33 | -------------------------------------------------------------------------------- /tests/__init__.py: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/jjCode01/xerparser/c425263385807f77c5ffc5d8e930d9f028df668f/tests/__init__.py -------------------------------------------------------------------------------- /tests/config_template.py: -------------------------------------------------------------------------------- 1 | """ 2 | !!! COPY THIS FILE TO config.py !!! 3 | 4 | Replace value of `directory` with the path to a folder containing .xer files. 5 | The test setup will recursively run through this folder and any subfolders to find 6 | all .xer files. 7 | 8 | Caution: the more .xer files found, the longer the setup and test will take to run. 9 | 10 | """ 11 | 12 | # Change directory to path containing .xer files 13 | directory = r"path/to/xer/files" 14 | -------------------------------------------------------------------------------- /tests/test_parser.py: -------------------------------------------------------------------------------- 1 | """ 2 | Unittests for xerparser. 3 | 4 | 1. Setup the config.py file - follow instructions in config_template.py 5 | 6 | 2. Run the tests before making any code changes. 7 | - On the first run, you will be prompted to create a `xer_data.json` file - select y. 8 | - This will run through each .xer file in the specified directory, create a Xer object, 9 | and outputs the values of various attributes, properties, and methods to a json file. 10 | 11 | 3. The subsequent tests will run through each .xer file in the specified directory, create a Xer object, 12 | and compare it's attribute/property/method return values against the values stored in the json file. 13 | - The test will fail if any values differ between the Xer object and the json file. 14 | - The test will also fail if any Exceptions (other than CorruptXerFile) are raised during initialzation of the Xer object. 15 | """ 16 | 17 | import json 18 | import os 19 | import sys 20 | import unittest 21 | from collections import Counter 22 | from multiprocessing import Pool 23 | from pathlib import Path 24 | from typing import Any 25 | 26 | from dateutil.relativedelta import relativedelta 27 | from tqdm import tqdm 28 | 29 | sys.path.insert(0, os.path.abspath(os.path.join(os.path.dirname(__file__), ".."))) 30 | 31 | import tests.config as config 32 | from xerparser.src.errors import CorruptXerFile 33 | from xerparser.src.xer import CALENDAR, PROJECT, TASKRSRC, Xer 34 | 35 | DATE_FORMAT = "%Y-%m-%d %M:%S" # format datetime objects to strings 36 | PLANNED_DAYS = 14 # planned days ahead of data date for planned_progress testing 37 | MAX_TEST_FILES = 250 # maximum number of files to test 38 | 39 | 40 | def process_xer(file: Path) -> dict | None: 41 | try: 42 | xer = Xer.reader(file) 43 | except CorruptXerFile as e: 44 | return {"file": str(file.absolute()), "errors": e.errors} 45 | except KeyError as e: 46 | return {"file": str(file.absolute()), "errors": str(e)} 47 | 48 | xer_data = { 49 | project.short_name: process_project(project) 50 | for project in xer.projects.values() 51 | } 52 | 53 | return { 54 | "file": str(file.absolute()), 55 | "version": xer.export_info.version, 56 | "export_date": xer.export_info.date.strftime(DATE_FORMAT), 57 | "accounts": len(xer.accounts), 58 | "udf_types": [ 59 | {"label": udf.label, "table": udf.table, "type": udf.type.value} 60 | for udf in xer.udf_types.values() 61 | ], 62 | **xer_data, 63 | } 64 | 65 | 66 | def process_project(project: PROJECT) -> dict[str, Any]: 67 | return { 68 | "name": project.name, 69 | "activity_codes": [code.name for code in project.activity_codes], 70 | "actual_cost": project.actual_cost, 71 | "actual_start_date": project.actual_start.strftime(DATE_FORMAT), 72 | "budget_cost": project.budgeted_cost, 73 | "calendars": {cal.uid: process_calendar(cal) for cal in project.calendars}, 74 | "duration_percent": project.duration_percent, 75 | "original_duration": project.original_duration, 76 | "planned_progress": process_planned_progress( 77 | project.planned_progress( 78 | project.data_date + relativedelta(days=PLANNED_DAYS) 79 | ) 80 | ), 81 | "project_codes": { 82 | code.name: val.code for code, val in project.project_codes.items() 83 | }, 84 | "relationship_count": len(project.relationships), 85 | "remaining_cost": project.remaining_cost, 86 | "remaining_duration": project.remaining_duration, 87 | "task_activity_code_count": sum( 88 | len(task.activity_codes) for task in project.tasks 89 | ), 90 | "task_count": len(project.tasks), 91 | "task_memo_count": sum(len(task.memos) for task in project.tasks), 92 | "task_period_count": sum(len(task.periods) for task in project.tasks), 93 | "task_resource_count": sum(len(task.resources) for task in project.tasks), 94 | "task_percent": project.task_percent, 95 | "task_udf_count": sum(len(task.user_defined_fields) for task in project.tasks), 96 | "this_period_cost": project.this_period_cost, 97 | "wbs_count": len(project.wbs_nodes), 98 | "wbs_depth": project.wbs_root.height, 99 | } 100 | 101 | 102 | def process_planned_progress(progress: dict) -> dict[str, int]: 103 | prog_counts = {date: len(tasks) for date, tasks in progress.items()} 104 | return prog_counts 105 | 106 | 107 | def process_calendar(calendar: CALENDAR): 108 | return { 109 | "name": calendar.name, 110 | "type": calendar.type.value, 111 | "workdays": [weekday for weekday, day in calendar.work_week.items() if day], 112 | "workweek_hours": sum([day.hours for day in calendar.work_week.values()]), 113 | "holiday_count": len(calendar.holidays), 114 | "work_exception_count": len(calendar.work_exceptions), 115 | } 116 | 117 | 118 | def create_test_data(file_directory: Path) -> None: 119 | files = [file for file in file_directory.glob("**/*.xer")] 120 | 121 | if not files: 122 | raise FileNotFoundError(f"No .xer files found in {file_directory.absolute()}") 123 | 124 | print(f"Found {len(files)} xer files... Max files to test is {MAX_TEST_FILES}") 125 | 126 | if len(files) > MAX_TEST_FILES: 127 | files = files[:MAX_TEST_FILES] 128 | 129 | with Pool() as p: 130 | data_list = list( 131 | tqdm( 132 | p.imap(process_xer, files), 133 | total=len(files), 134 | ) 135 | ) 136 | 137 | json_data = json.dumps(data_list, indent=4) 138 | file_path = Path("./tests/fixtures") 139 | if not Path.exists(file_path): 140 | Path.mkdir(file_path) 141 | 142 | with open("./tests/fixtures/xer_data.json", "w") as outfile: 143 | outfile.write(json_data) 144 | 145 | 146 | def _taskrsrc_shallow_compare(res_1: TASKRSRC, res_2: TASKRSRC) -> bool: 147 | if ( 148 | res_1.resource != res_2.resource 149 | or res_1.account != res_2.account 150 | or res_1.lag != res_2.lag 151 | ): 152 | return False 153 | return True 154 | 155 | 156 | class TestParser(unittest.TestCase): 157 | def setUp(self) -> None: 158 | xer_data_file = Path(r"./tests/fixtures/xer_data.json") 159 | if not Path.is_file(xer_data_file): 160 | if not Path.exists(Path(config.directory)): 161 | raise FileNotFoundError( 162 | f"Could not find the directory in the config.py file {config.directory}" 163 | ) 164 | 165 | create_data = input( 166 | "Test data file [xer_data.json] does not exist, would you like to attempt to create it? (y/n) " 167 | ) 168 | if create_data.lower() == "y": 169 | print("Creating test data....") 170 | create_test_data(Path(config.directory)) 171 | else: 172 | raise FileNotFoundError("Could not find xer_data.json") 173 | 174 | with open(xer_data_file) as f: 175 | self.test_data: dict = json.load(f) 176 | 177 | self.valid_data = [ 178 | data for data in self.test_data if data and Path.is_file(Path(data["file"])) 179 | ] 180 | 181 | if not self.valid_data: 182 | re_create_data = input( 183 | "Test data file [xer_data.json] does not reference valid .xer files, would you like to attempt to re-create it? (y/n) " 184 | ) 185 | 186 | if re_create_data.lower() == "y": 187 | print("Re-creating test data....") 188 | create_test_data(Path(config.directory)) 189 | 190 | def test_task_rsrc_compare(self): 191 | """ 192 | Compares resources for two xer files that should have no differences in the task resource assignments. 193 | 194 | TODO: 195 | This test is just thrown together for now and needs to be reworked. 196 | 197 | """ 198 | print("Running task rsrc comparison...") 199 | 200 | previous = list(Xer.reader(config.file1).projects.values())[0] 201 | current = list(Xer.reader(config.file2).projects.values())[0] 202 | 203 | for task in sorted( 204 | filter(lambda t: t.task_code in previous.tasks_by_code, current.tasks), 205 | key=lambda t: t.task_code, 206 | ): 207 | prev_task = previous.tasks_by_code[task.task_code] 208 | 209 | res_counter = Counter(task.resources.values()) 210 | res_counter.subtract(Counter(prev_task.resources.values())) 211 | 212 | for r, c in res_counter.items(): 213 | self.assertEqual(c, 0, "Found variance in Resource Assignments") 214 | 215 | def test_create_xer(self): 216 | """Tests creation of Xer objects""" 217 | 218 | print( 219 | f"Running xer parser tests on {len(self.valid_data)} of {len(self.test_data)} .xer files." 220 | ) 221 | 222 | for file in tqdm(self.valid_data): 223 | try: 224 | xer = Xer.reader(file["file"]) 225 | except CorruptXerFile as e: 226 | self.assertEqual(e.errors, file["errors"]) 227 | except KeyError as e: 228 | self.assertEqual(str(e), file["errors"]) 229 | else: 230 | self.assertEqual(len(xer.accounts), file["accounts"]) 231 | 232 | self.assertEqual( 233 | [ 234 | {"label": udf.label, "table": udf.table, "type": udf.type.value} 235 | for udf in xer.udf_types.values() 236 | ], 237 | file["udf_types"], 238 | ) 239 | 240 | for project in xer.projects.values(): 241 | self.assertEqual( 242 | project.name, 243 | file[project.short_name]["name"], 244 | f"{project.short_name} Name", 245 | ) 246 | self.assertEqual( 247 | project.budgeted_cost, 248 | file[project.short_name]["budget_cost"], 249 | f"{project.short_name} Budgeted Cost", 250 | ) 251 | self.assertEqual( 252 | project.actual_cost, 253 | file[project.short_name]["actual_cost"], 254 | f"{project.short_name} Actual Cost", 255 | ) 256 | self.assertEqual( 257 | project.this_period_cost, 258 | file[project.short_name]["this_period_cost"], 259 | f"{project.short_name} This Period Cost", 260 | ) 261 | self.assertEqual( 262 | project.remaining_cost, 263 | file[project.short_name]["remaining_cost"], 264 | f"{project.short_name} Remaining Cost", 265 | ) 266 | self.assertEqual( 267 | [code.name for code in project.activity_codes], 268 | file[project.short_name]["activity_codes"], 269 | f"{project.short_name} Activity Codes", 270 | ) 271 | self.assertEqual( 272 | { 273 | code.name: val.code 274 | for code, val in project.project_codes.items() 275 | }, 276 | file[project.short_name]["project_codes"], 277 | f"{project.short_name} Project Codes", 278 | ) 279 | self.assertEqual( 280 | project.actual_start.strftime(DATE_FORMAT), 281 | file[project.short_name]["actual_start_date"], 282 | f"{project.short_name} Project Acutal Start", 283 | ) 284 | self.assertEqual( 285 | project.duration_percent, 286 | file[project.short_name]["duration_percent"], 287 | f"{project.short_name} Project Duration Percent", 288 | ) 289 | self.assertEqual( 290 | project.original_duration, 291 | file[project.short_name]["original_duration"], 292 | f"{project.short_name} Project Original Duration", 293 | ) 294 | planned_progress = project.planned_progress( 295 | project.data_date + relativedelta(days=PLANNED_DAYS) 296 | ) 297 | self.assertEqual( 298 | process_planned_progress(planned_progress), 299 | file[project.short_name]["planned_progress"], 300 | f"{project.short_name} Project Planned Progress Counts", 301 | ) 302 | self.assertEqual( 303 | project.remaining_duration, 304 | file[project.short_name]["remaining_duration"], 305 | f"{project.short_name} Project Remaining Duration", 306 | ) 307 | self.assertEqual( 308 | project.task_percent, 309 | file[project.short_name]["task_percent"], 310 | f"{project.short_name} Project Task Percent Complete", 311 | ) 312 | self.assertEqual( 313 | sum(len(task.memos) for task in project.tasks), 314 | file[project.short_name]["task_memo_count"], 315 | f"{project.short_name} Project Task Memo Count", 316 | ) 317 | self.assertEqual( 318 | sum(len(task.periods) for task in project.tasks), 319 | file[project.short_name]["task_period_count"], 320 | f"{project.short_name} Project Task Period Count", 321 | ) 322 | self.assertEqual( 323 | sum(len(task.resources) for task in project.tasks), 324 | file[project.short_name]["task_resource_count"], 325 | f"{project.short_name} Project Task Resource Count", 326 | ) 327 | self.assertEqual( 328 | sum(len(task.activity_codes) for task in project.tasks), 329 | file[project.short_name]["task_activity_code_count"], 330 | f"{project.short_name} Project Task Activity Code Count", 331 | ) 332 | self.assertEqual( 333 | sum(len(task.user_defined_fields) for task in project.tasks), 334 | file[project.short_name]["task_udf_count"], 335 | f"{project.short_name} Project Task UDF Count", 336 | ) 337 | self.assertEqual( 338 | sum(len(task.predecessors) for task in project.tasks), 339 | file[project.short_name]["relationship_count"], 340 | f"{project.short_name} Project Task Predecessor Count", 341 | ) 342 | self.assertEqual( 343 | sum(len(task.successors) for task in project.tasks), 344 | file[project.short_name]["relationship_count"], 345 | f"{project.short_name} Project Task Successor Count", 346 | ) 347 | self.assertEqual( 348 | project.wbs_root.size, 349 | file[project.short_name]["wbs_count"] - 1, 350 | f"{project.short_name} Project WBS count / size", 351 | ) 352 | self.assertEqual( 353 | project.wbs_root.height, 354 | file[project.short_name]["wbs_depth"], 355 | f"{project.short_name} Project WBS Depth", 356 | ) 357 | self.assertEqual( 358 | len(project.wbs_root.all_tasks), 359 | file[project.short_name]["task_count"], 360 | f"{project.short_name} Project WBS all_tasks", 361 | ) 362 | for calendar in project.calendars: 363 | self.assertEqual( 364 | [day for day, work in calendar.work_week.items() if work], 365 | file[project.short_name]["calendars"][calendar.uid][ 366 | "workdays" 367 | ], 368 | f"{project.short_name} - Calendar {calendar.uid} work week", 369 | ) 370 | self.assertEqual( 371 | sum((day.hours for day in calendar.work_week.values())), 372 | file[project.short_name]["calendars"][calendar.uid][ 373 | "workweek_hours" 374 | ], 375 | f"{project.short_name} - Calendar {calendar.uid} work week hours", 376 | ) 377 | self.assertEqual( 378 | len(calendar.holidays), 379 | file[project.short_name]["calendars"][calendar.uid][ 380 | "holiday_count" 381 | ], 382 | f"{project.short_name} - Calendar {calendar.uid} holiday count", 383 | ) 384 | self.assertEqual( 385 | len(calendar.work_exceptions), 386 | file[project.short_name]["calendars"][calendar.uid][ 387 | "work_exception_count" 388 | ], 389 | f"{project.short_name} - Calendar {calendar.uid} exception count", 390 | ) 391 | 392 | for node in project.wbs_nodes: 393 | self.assertAlmostEqual( 394 | node.budgeted_cost, 395 | round( 396 | node.actual_cost 397 | + node.remaining_cost 398 | - node.cost_variance, 399 | 2, 400 | ), 401 | None, 402 | f"{project.short_name} - WBS {node.name} Cost Variance", 403 | 0.011, 404 | ) 405 | self.assertEqual( 406 | node.original_duration, 407 | node.actual_duration + node.remaining_duration, 408 | f"{project.short_name} - WBS {node.name} Duration Variance", 409 | ) 410 | 411 | def test_rem_hour_calc(self): 412 | """Tests calculation of task rem work hours""" 413 | 414 | print( 415 | f"Running calc remaining hours tests on {len(self.valid_data)} of {len(self.test_data)} .xer files." 416 | ) 417 | 418 | for file in tqdm(self.valid_data): 419 | with open(file["file"], encoding=Xer.CODEC, errors="ignore") as f: 420 | file_contents = f.read() 421 | file_name = f.name 422 | try: 423 | xer = Xer(file_contents) 424 | except CorruptXerFile: 425 | continue 426 | except KeyError: 427 | continue 428 | 429 | for project in xer.projects.values(): 430 | for task in project.tasks: 431 | if task.status.is_completed or not task.restart_date: 432 | continue 433 | if task.type.is_milestone: 434 | continue 435 | if not task.calendar: 436 | continue 437 | 438 | rem_hours = task.rem_hours_per_day() 439 | self.assertEqual( 440 | round(sum(day for day in rem_hours.values()), 2), 441 | round(task.remain_drtn_hr_cnt, 2), 442 | f"File: {file_name}\n{project.short_name} - {project.name}\n{task}\nCalendar: {task.calendar} {task.calendar.uid}\nStart: {task.restart_date}\nFinish: {task.reend_date}\nRem Hours: {task.remain_drtn_hr_cnt}\n{rem_hours}", 443 | ) 444 | 445 | 446 | if __name__ == "__main__": 447 | print("Running tests....") 448 | unittest.main() 449 | -------------------------------------------------------------------------------- /xerparser/__init__.py: -------------------------------------------------------------------------------- 1 | __version__ = "0.13.5" 2 | 3 | from xerparser.schemas.actvcode import ACTVCODE # noqa: F401 4 | from xerparser.schemas.actvtype import ACTVTYPE # noqa: F401 5 | from xerparser.schemas.calendars import CALENDAR # noqa: F401 6 | from xerparser.schemas.ermhdr import ERMHDR # noqa: F401 7 | from xerparser.schemas.findates import FINDATES # noqa: F401 8 | from xerparser.schemas.pcattype import PCATTYPE # noqa: F401 9 | from xerparser.schemas.pcatval import PCATVAL # noqa: F401 10 | from xerparser.schemas.project import PROJECT # noqa: F401 11 | from xerparser.schemas.projwbs import PROJWBS # noqa: F401 12 | from xerparser.schemas.rsrc import RSRC # noqa: F401 13 | from xerparser.schemas.rsrcrate import RSRCRATE # noqa: F401 14 | from xerparser.schemas.task import TASK # noqa: F401 15 | from xerparser.schemas.taskfin import TASKFIN # noqa: F401 16 | from xerparser.schemas.taskmemo import TASKMEMO # noqa: F401 17 | from xerparser.schemas.taskpred import TASKPRED # noqa: F401 18 | from xerparser.schemas.taskrsrc import TASKRSRC # noqa: F401 19 | from xerparser.schemas.trsrcfin import TRSRCFIN # noqa: F401 20 | from xerparser.schemas.udftype import UDFTYPE # noqa: F401 21 | from xerparser.src.errors import CorruptXerFile, find_xer_errors # noqa: F401 22 | from xerparser.src.parser import file_reader, parser # noqa: F401 23 | from xerparser.src.xer import Xer # noqa: F401 24 | -------------------------------------------------------------------------------- /xerparser/schemas/__init__.py: -------------------------------------------------------------------------------- 1 | TABLE_UID_MAP = { 2 | "ACCOUNT": "acct_id", 3 | "ACTVCODE": "actv_code_id", 4 | "ACTVTYPE": "actv_code_type_id", 5 | "CALENDAR": "clndr_id", 6 | "FINDATES": "fin_dates_id", 7 | "MEMOTYPE": "memo_type_id", 8 | "PCATTYPE": "proj_catg_type_id", 9 | "PCATVAL": "proj_catg_id", 10 | "PROJECT": "proj_id", 11 | "PROJWBS": "wbs_id", 12 | "RSRC": "rsrc_id", 13 | "RSRCRATE": "rsrc_rate_id", 14 | "SCHEDOPTIONS": "proj_id", 15 | "TASK": "task_id", 16 | "TASKPRED": "task_pred_id", 17 | "UDFTYPE": "udf_type_id", 18 | } 19 | -------------------------------------------------------------------------------- /xerparser/schemas/_node.py: -------------------------------------------------------------------------------- 1 | from typing import Iterator, Self 2 | 3 | 4 | class Node: 5 | """A class to represent a node in a `Tree Data Structure`.""" 6 | 7 | def __init__( 8 | self, uid: str, code: str, name: str, parent_id: str, seq_num: int = 0 9 | ) -> None: 10 | self.uid: str = uid 11 | """Unique Table ID""" 12 | self.code: str = code 13 | """Code or ID for Node""" 14 | self.name: str = name 15 | """Name or description of Node""" 16 | self.parent_id: str = parent_id 17 | """Parent Unique Table ID""" 18 | self.seq_num = seq_num 19 | self._parent: Self | None = None 20 | self._children: dict[str, Self] = {} 21 | 22 | def __eq__(self, __o: Self) -> bool: 23 | self._validate(__o) 24 | return self.full_code == __o.full_code 25 | 26 | def __hash__(self) -> int: 27 | return hash(self.full_code) 28 | 29 | def __gt__(self, __o: Self) -> bool: 30 | self._validate(__o) 31 | if self.parent == __o.parent: 32 | if self.seq_num != __o.seq_num: 33 | return self.seq_num > __o.seq_num 34 | return self.full_code > __o.full_code 35 | 36 | def __lt__(self, __o: Self) -> bool: 37 | self._validate(__o) 38 | if self.parent == __o.parent: 39 | if self.seq_num != __o.seq_num: 40 | return self.seq_num < __o.seq_num 41 | return self.full_code < __o.full_code 42 | 43 | def __str__(self) -> str: 44 | return f"{self.full_code} - {self.name}" 45 | 46 | def addChild(self, child: Self) -> None: 47 | """Add child node""" 48 | self._validate(child) 49 | self._children[child.uid] = child 50 | 51 | @property 52 | def children(self) -> list[Self]: 53 | """List of children nodes""" 54 | return list(self._children.values()) 55 | 56 | @property 57 | def depth(self) -> int: 58 | """ 59 | Length of the path to the root node (i.e., root path). 60 | Root node will have a depth of 0. 61 | """ 62 | return len(list(self.traverse_parents())) - 1 63 | 64 | @property 65 | def height(self) -> int: 66 | """ 67 | Length of the longest downward path to a leaf. 68 | Leaves will have a height of 0. 69 | """ 70 | return max([child.depth for child in self.traverse_children()]) - self.depth 71 | 72 | @property 73 | def full_code(self) -> str: 74 | """Node code/ID including parent codes/IDs""" 75 | if not self.parent: 76 | return self.code 77 | return f"{self.parent.full_code}.{self.code}" 78 | 79 | @property 80 | def lineage(self) -> list[Self]: 81 | if not self._parent: 82 | return [self] 83 | return self._parent.lineage + [self] 84 | 85 | @property 86 | def parent(self) -> Self | None: 87 | """Parent node""" 88 | return self._parent 89 | 90 | @parent.setter 91 | def parent(self, value: Self | None) -> None: 92 | if value is None: 93 | return 94 | self._parent = self._validate(value) 95 | 96 | @property 97 | def size(self) -> int: 98 | """Number of children and decendent nodes""" 99 | return len([child for child in self.traverse_children()]) - 1 100 | 101 | def traverse_parents(self) -> Iterator[Self]: 102 | """Iterate through parents to root.""" 103 | yield self 104 | if self.parent: 105 | yield from self.parent.traverse_parents() 106 | 107 | def traverse_children(self) -> Iterator[Self]: 108 | """Iterate through children to leaves.""" 109 | yield self 110 | for child in self.children: 111 | yield from child.traverse_children() 112 | 113 | def _validate(self, _o2) -> Self: 114 | if type(self) is not type(_o2): 115 | raise TypeError(f"Expected {type(self)}; got {type(_o2)}") 116 | return _o2 117 | 118 | 119 | def build_tree(nodes: dict[str, Node]) -> dict: 120 | for node in sorted(list(nodes.values())): 121 | if parent := nodes.get(node.parent_id): 122 | node.parent = parent 123 | parent.addChild(node) 124 | return nodes 125 | -------------------------------------------------------------------------------- /xerparser/schemas/account.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # account.py 3 | 4 | from typing import Self 5 | 6 | from xerparser.schemas._node import Node 7 | from xerparser.src.validators import int_or_zero 8 | 9 | 10 | class ACCOUNT(Node): 11 | """ 12 | A class to represent a cost account. 13 | """ 14 | 15 | def __init__(self, **data: str) -> None: 16 | super().__init__( 17 | data["acct_id"], 18 | data["acct_short_name"], 19 | data["acct_name"], 20 | data["parent_acct_id"], 21 | int_or_zero(data["acct_seq_num"]), 22 | ) 23 | self.description: str = _check_description(data["acct_descr"]) 24 | """Cost Account Description""" 25 | 26 | def __eq__(self, __o: Self) -> bool: 27 | if __o is None: 28 | return False 29 | return self.name == __o.name and self.full_code == __o.full_code 30 | 31 | def __hash__(self) -> int: 32 | return hash((self.name, self.full_code)) 33 | 34 | 35 | def _check_description(value: str) -> str: 36 | return (value, "")[value == "" or value == ""] 37 | -------------------------------------------------------------------------------- /xerparser/schemas/actvcode.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # actvcode.py 3 | 4 | 5 | from xerparser.schemas._node import Node 6 | from xerparser.schemas.actvtype import ACTVTYPE 7 | from xerparser.src.validators import int_or_zero 8 | 9 | 10 | class ACTVCODE(Node): 11 | """ 12 | A class to represent an Activity Code Value 13 | """ 14 | 15 | def __init__(self, code_type: ACTVTYPE, **data: str) -> None: 16 | super().__init__( 17 | data["actv_code_id"], 18 | data["short_name"], 19 | data["actv_code_name"], 20 | data["parent_actv_code_id"], 21 | int_or_zero(data["seq_num"]), 22 | ) 23 | self.actv_code_type_id: str = data["actv_code_type_id"] 24 | """Foreign Key to Activity Code Type""" 25 | self.code_type: ACTVTYPE = self._valid_actvtype(code_type) 26 | """Activity Code Type""" 27 | 28 | def __eq__(self, __o: "ACTVCODE") -> bool: 29 | return self.full_code == __o.full_code and self.code_type == __o.code_type 30 | 31 | def __hash__(self) -> int: 32 | return hash((self.full_code, self.code_type)) 33 | 34 | def _valid_actvtype(self, value: ACTVTYPE) -> ACTVTYPE: 35 | """Validate Activity Code Type""" 36 | if not isinstance(value, ACTVTYPE): 37 | raise TypeError(f"Expected ; got {type(value)}") 38 | if value.uid != self.actv_code_type_id: 39 | raise ValueError( 40 | f"{value.uid} does not match act_code_type_id {self.actv_code_type_id}" 41 | ) 42 | return value 43 | -------------------------------------------------------------------------------- /xerparser/schemas/actvtype.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # actvtype.py 3 | 4 | 5 | class ACTVTYPE: 6 | """ 7 | A class representing Activity Codes Types 8 | """ 9 | 10 | def __init__(self, **data: str) -> None: 11 | self.uid: str = data["actv_code_type_id"] 12 | """Unique Table ID""" 13 | self.max_length: int = int(data["actv_short_len"]) 14 | """Max Character Length of Acticity Code""" 15 | self.name: str = data["actv_code_type"] 16 | """Name of Activity Code Type""" 17 | self.proj_id: str = data["proj_id"] 18 | """Foreign Key for Project (Project Level Activity Codes)""" 19 | self.scope: str = _check_scope(data["actv_code_type_scope"]) 20 | """Activity Code Scope - Global, Enterpise, or Project""" 21 | self.seq_num: int | None = None if (seq := data["seq_num"]) == "" else int(seq) 22 | """Sort Order""" 23 | 24 | def __eq__(self, __o: "ACTVTYPE") -> bool: 25 | return all( 26 | ( 27 | self.max_length == __o.max_length, 28 | self.name == __o.name, 29 | self.scope == __o.scope, 30 | ) 31 | ) 32 | 33 | def __gt__(self, __o: "ACTVTYPE") -> bool: 34 | return self.name > __o.name 35 | 36 | def __lt__(self, __o: "ACTVTYPE") -> bool: 37 | return self.name < __o.name 38 | 39 | def __hash__(self) -> int: 40 | return hash((self.max_length, self.name, self.scope)) 41 | 42 | 43 | def _check_scope(value: str) -> str: 44 | if not value.startswith("AS_"): 45 | raise ValueError(f"Expected 'AS_Project' or 'AS_Global', got {value}") 46 | return value[3:] 47 | -------------------------------------------------------------------------------- /xerparser/schemas/calendars.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # calendars.py 3 | 4 | 5 | import re 6 | from dataclasses import dataclass, field 7 | from datetime import datetime, time, timedelta 8 | from enum import Enum 9 | from functools import cached_property 10 | from typing import Iterator, Optional 11 | 12 | from xerparser.scripts.dates import ( 13 | calc_time_var_hrs, 14 | clean_date, 15 | clean_dates, 16 | conv_time, 17 | ) 18 | from xerparser.src.validators import optional_date, optional_str, optional_float 19 | 20 | WEEKDAYS = ( 21 | "Sunday", 22 | "Monday", 23 | "Tuesday", 24 | "Wednesday", 25 | "Thursday", 26 | "Friday", 27 | "Saturday", 28 | ) 29 | 30 | 31 | class ClndrRegEx(Enum): 32 | """Regular Expressions used to parse the Calendar Data""" 33 | 34 | weekdays = re.compile( 35 | r"(?<=0\|\|)[1-7]\(\).+?(?=\(0\|\|[1-7]\(\)|\(0\|\|VIEW|\(0\|\|Exceptions|\)$)" 36 | ) 37 | shifts = re.compile(r"[sf]\|[0-2]?\d:[0-5]\d\|[sf]\|[0-2]?\d:[0-5]\d") 38 | shift_hours = re.compile(r"[0-2]?\d:[0-5]\d") 39 | holidays = re.compile(r"(?<=d\|)\d{5}(?=\)\(\))") 40 | exceptions = re.compile(r"(?<=d\|)\d{5}\)\([^\)]{1}.+?\(\)\)\)") 41 | 42 | 43 | @dataclass(frozen=True) 44 | class WeekDay: 45 | """ 46 | A class to represent a weekday. 47 | 48 | ... 49 | 50 | Attributes 51 | ---------- 52 | week_day: str 53 | Day of week (Monday, Tuesday, Wednesday, etc...) 54 | shifts: list 55 | List of start and stop work times 56 | hours: int 57 | Total work hours for the day 58 | start: time 59 | Start work time 60 | finish: time 61 | Finish work time 62 | """ 63 | 64 | week_day: str 65 | shifts: list[tuple[time, time]] = field(default_factory=list) 66 | hours: float = field(init=False, default=0) 67 | start: time = field(init=False, default=time(0, 0, 0, 0)) 68 | finish: time = field(init=False, default=time(0, 0, 0, 0)) 69 | 70 | def __post_init__(self): 71 | """ 72 | Calculate properties after the object has been initialized 73 | """ 74 | if self.shifts: 75 | shift_times = [hr for shift in self.shifts for hr in shift] 76 | object.__setattr__( 77 | self, 78 | "hours", 79 | sum(calc_time_var_hrs(shift[0], shift[1]) for shift in self.shifts), 80 | ) 81 | 82 | object.__setattr__(self, "start", min(shift_times)) 83 | object.__setattr__(self, "finish", max(shift_times)) 84 | 85 | def __len__(self) -> int: 86 | return len(self.shifts) 87 | 88 | def __bool__(self) -> bool: 89 | """[False] if hours == 0; [True] is hours > 0.""" 90 | return self.hours != 0 91 | 92 | 93 | class CALENDAR: 94 | """ 95 | A class to represent a schedule Calendar. 96 | """ 97 | 98 | class CalendarType(Enum): 99 | CA_Base = "Global" 100 | CA_Rsrc = "Resource" 101 | CA_Project = "Project" 102 | 103 | def __init__(self, **data: str) -> None: 104 | self.uid: str = data["clndr_id"] 105 | self.base_clndr_id: str | None = optional_str(data["base_clndr_id"]) 106 | self.data: str = data["clndr_data"] 107 | self.is_default: bool = data["default_flag"] == "Y" 108 | self.last_chng_date: datetime | None = optional_date(data["last_chng_date"]) 109 | self.name: str = data["clndr_name"] 110 | self.proj_id: str | None = optional_str(data["proj_id"]) 111 | self.type: CALENDAR.CalendarType = CALENDAR.CalendarType[data["clndr_type"]] 112 | self.base_calendar: Optional["CALENDAR"] = None 113 | self.day_hr_cnt: float = optional_float(data["day_hr_cnt"]) 114 | self.week_hr_cnt: float = optional_float(data["week_hr_cnt"]) 115 | self.year_hr_cnt: float = optional_float(data["year_hr_cnt"]) 116 | 117 | def __eq__(self, __o: "CALENDAR") -> bool: 118 | return self.name == __o.name and self.type == __o.type 119 | 120 | def __gt__(self, __o: "CALENDAR") -> bool: 121 | if self.name == __o.name: 122 | return self.type.value > __o.type.value 123 | return self.name > __o.name 124 | 125 | def __lt__(self, __o: "CALENDAR") -> bool: 126 | if self.name == __o.name: 127 | return self.type.value < __o.type.value 128 | return self.name < __o.name 129 | 130 | def __len__(self) -> int: 131 | return sum(day.hours > 0 for day in self.work_week.values()) 132 | 133 | def __hash__(self) -> int: 134 | return hash((self.name, self.type)) 135 | 136 | def __str__(self) -> str: 137 | return f"{self.name} [{self.type}]" 138 | 139 | @staticmethod 140 | def conv_excel_date(ordinal: int, _epoch0=datetime(1899, 12, 31)) -> datetime: 141 | """Convert Excel date format to datetime object""" 142 | if ordinal < 0 or not isinstance(ordinal, int): 143 | raise ValueError("Innappropiate value passed, should be positive integer.") 144 | 145 | # Excel leap year bug, 1900 is not a leap year 146 | if ordinal >= 60: 147 | ordinal -= 1 148 | 149 | return (_epoch0 + timedelta(days=ordinal)).replace( 150 | microsecond=0, second=0, minute=0, hour=0 151 | ) 152 | 153 | @cached_property 154 | def holidays(self) -> list[datetime]: 155 | """Parse non-workday exceptions from Calendar data field.""" 156 | nonwork_days = [] 157 | for e in _parse_clndr_data(self.data, ClndrRegEx.holidays.value): 158 | _date = self.conv_excel_date(int(e)) 159 | 160 | # Verify exception is not already a non-work day on the standard calendar 161 | if self.work_week.get(f"{_date:%A}"): 162 | nonwork_days.append(_date) 163 | 164 | return nonwork_days 165 | 166 | def is_workday(self, date_to_check: datetime) -> bool: 167 | """Checks if a date is a workday in a Calendar object""" 168 | 169 | if not isinstance(date_to_check, datetime): 170 | raise ValueError("Argument date_to_check must be a datetime object") 171 | 172 | # _date = date_to_check.date 173 | _date = clean_date(date_to_check) 174 | if _date in self.holidays: 175 | return False 176 | if ( 177 | not self.holidays 178 | and self.base_calendar 179 | and _date in self.base_calendar.holidays 180 | ): 181 | return False 182 | if _date in self.work_exceptions.keys(): 183 | return True 184 | return bool(self.work_week[f"{date_to_check:%A}"]) 185 | 186 | def iter_holidays(self, start: datetime, end: datetime) -> Iterator[datetime]: 187 | """Yields nonwork exceptions (i.e. holidays) between 2 dates.""" 188 | if not isinstance(start, datetime) or not isinstance(end, datetime): 189 | raise ValueError("Arguments must be a datetime object") 190 | 191 | # Clean start and end dates to remove time values 192 | cl_dates = clean_dates(start, end) 193 | 194 | check_date = min(cl_dates) 195 | while check_date <= max(cl_dates): 196 | if self.holidays and check_date in self.holidays: 197 | yield check_date 198 | if ( 199 | not self.holidays 200 | and self.base_calendar 201 | and check_date in self.base_calendar.holidays 202 | ): 203 | yield check_date 204 | check_date += timedelta(days=1) 205 | 206 | def iter_workdays(self, start: datetime, end: datetime) -> Iterator[datetime]: 207 | """Yields valid workdays between 2 dates""" 208 | 209 | if not isinstance(start, datetime) or not isinstance(end, datetime): 210 | raise ValueError("Arguments must be a datetime object") 211 | 212 | # Clean start and end dates to remove time values 213 | _dates = clean_dates(start, end) 214 | 215 | check_date = min(_dates) 216 | while check_date <= max(_dates): 217 | if self.is_workday(check_date): 218 | yield check_date 219 | check_date += timedelta(days=1) 220 | 221 | @cached_property 222 | def work_exceptions(self) -> dict[datetime, WeekDay]: 223 | """Parse work-day exceptions from Calendar data field.""" 224 | exception_dict = {} 225 | for exception in _parse_clndr_data(self.data, ClndrRegEx.exceptions.value): 226 | _date = self.conv_excel_date(int(exception[:5])) 227 | _day = _parse_work_day(exception) 228 | 229 | # Verify exception object is different than standard weekday object 230 | if _day != self.work_week.get(_day.week_day): 231 | exception_dict[_date] = _day 232 | 233 | return exception_dict 234 | 235 | @cached_property 236 | def work_week(self) -> dict[str, WeekDay]: 237 | """Parse work week from Calendar data field.""" 238 | return { 239 | WEEKDAYS[int(day[0]) - 1]: _parse_work_day(day) 240 | for day in _parse_clndr_data(self.data, ClndrRegEx.weekdays.value) 241 | } 242 | 243 | def _calc_work_hours( 244 | self, date_to_calc: datetime, start_time: time, end_time: time 245 | ) -> float: 246 | """ 247 | Calculate the work hours for a given day based on a start time, end time, 248 | and work shifts apportioned for that day of the week. 249 | """ 250 | work_day = self._get_workday(date_to_calc) 251 | 252 | # date is not a workday 253 | if not work_day: 254 | return 0.0 255 | 256 | # reassign times if they were passed in the wrong order 257 | start_time, end_time = min(start_time, end_time), max(start_time, end_time) 258 | 259 | # ensure start and end times do not fall outside the workhours for the Week Day 260 | start_time = max(start_time, work_day.start) 261 | end_time = min(end_time, work_day.finish) 262 | 263 | # date is a full day of work 264 | if start_time == work_day.start and end_time == work_day.finish: 265 | return round(work_day.hours, 3) 266 | 267 | day_work_hrs = work_day.hours 268 | 269 | for shift in work_day.shifts: 270 | # start time falls within this shift 271 | if shift[0] <= start_time < shift[1]: 272 | day_work_hrs -= calc_time_var_hrs(shift[0], start_time) 273 | 274 | # end time also falls within this shift 275 | if end_time < shift[1]: 276 | day_work_hrs -= calc_time_var_hrs(end_time, shift[1]) 277 | 278 | continue 279 | 280 | # only end time falls within this shift 281 | if shift[0] <= end_time <= shift[1]: 282 | day_work_hrs -= calc_time_var_hrs(end_time, shift[1]) 283 | continue 284 | 285 | # neither start nor end time falls within this shift 286 | # deduct shift work hours from the day work hours 287 | day_work_hrs -= calc_time_var_hrs(shift[0], shift[1]) 288 | 289 | return round(day_work_hrs, 3) 290 | 291 | def _get_workday(self, date: datetime) -> WeekDay: 292 | """Get the WeekDay object associated with a date.""" 293 | clean_date = date.replace(microsecond=0, second=0, minute=0, hour=0) 294 | if clean_date in self.work_exceptions.keys(): 295 | return self.work_exceptions[clean_date] 296 | 297 | return self.work_week[f"{clean_date:%A}"] 298 | 299 | 300 | def _parse_clndr_data(clndr_data: str, reg_ex) -> list: 301 | """ 302 | Searches Calendar data property and returns strings 303 | matching reg_ex argument. 304 | """ 305 | return re.findall(reg_ex, clndr_data) 306 | 307 | 308 | def _parse_work_day(day: str) -> WeekDay: 309 | """ 310 | Parse WeekDay objects from string representing a work day. 311 | """ 312 | weekday = WEEKDAYS[int(day[0]) - 1] 313 | shift_hours = sorted( 314 | [conv_time(hr) for hr in re.findall(ClndrRegEx.shift_hours.value, day)] 315 | ) 316 | 317 | shift_hours_tuple: list[tuple[time, time]] = [] 318 | for hr in range(0, len(shift_hours), 2): 319 | shift_hours_tuple.append((shift_hours[hr], shift_hours[hr + 1])) 320 | 321 | return WeekDay(weekday, shift_hours_tuple) 322 | -------------------------------------------------------------------------------- /xerparser/schemas/ermhdr.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # ermhdr.py 3 | 4 | from datetime import datetime 5 | 6 | 7 | class ERMHDR: 8 | """ 9 | Export information for .xer file. 10 | 11 | Attributes 12 | ---------- 13 | version: str 14 | Version of P6 set during export 15 | date: datetime 16 | Date .xer file was created 17 | user: str 18 | User name that created the .xer file 19 | currency: 20 | Currency type 21 | 22 | """ 23 | 24 | def __init__(self, *args: str) -> None: 25 | self.version: str = args[0] 26 | self.date: datetime = datetime.strptime(args[1], "%Y-%m-%d") 27 | self.user: str = args[4] 28 | self.currency: str = args[7] 29 | 30 | def __eq__(self, __o: "ERMHDR") -> bool: 31 | return all( 32 | ( 33 | self.version == __o.version, 34 | self.date == __o.date, 35 | self.user == __o.user, 36 | self.currency == __o.currency, 37 | ) 38 | ) 39 | 40 | def __hash__(self) -> int: 41 | return hash((self.version, self.date, self.user, self.currency)) 42 | -------------------------------------------------------------------------------- /xerparser/schemas/findates.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # findates.py 3 | 4 | from datetime import datetime 5 | 6 | from xerparser.src.validators import date_format 7 | 8 | 9 | class FINDATES: 10 | """ 11 | A class representing a Financial Period 12 | """ 13 | 14 | def __init__(self, **data: str) -> None: 15 | self.uid: str = data["fin_dates_id"] 16 | """Unique Table ID""" 17 | self.name: str = data["fin_dates_name"] 18 | """Financial Period Name""" 19 | self.start_date: datetime = datetime.strptime(data["start_date"], date_format) 20 | """Financial Period Start Date""" 21 | self.end_date: datetime = datetime.strptime(data["end_date"], date_format) 22 | """Financial Period End Date""" 23 | 24 | def __eq__(self, __o: "FINDATES") -> bool: 25 | return self.start_date == __o.start_date and self.end_date == __o.end_date 26 | 27 | def __gt__(self, __o: "FINDATES") -> bool: 28 | if self.start_date == __o.start_date: 29 | return self.end_date > __o.end_date 30 | return self.start_date > __o.start_date 31 | 32 | def __lt__(self, __o: "FINDATES") -> bool: 33 | if self.start_date == __o.start_date: 34 | return self.end_date < __o.end_date 35 | return self.start_date < __o.start_date 36 | 37 | def __hash__(self) -> int: 38 | return hash((self.name, self.start_date, self.end_date)) 39 | -------------------------------------------------------------------------------- /xerparser/schemas/memotype.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # memotype.py 3 | 4 | 5 | class MEMOTYPE: 6 | """ 7 | A class to represent a notebook topic. 8 | """ 9 | 10 | def __init__(self, **data: str) -> None: 11 | self.uid: str = data["memo_type_id"] 12 | """Unique Table ID""" 13 | self.topic: str = data["memo_type"] 14 | """Notebook Topic""" 15 | 16 | def __eq__(self, __o: "MEMOTYPE") -> bool: 17 | return self.topic == __o.topic 18 | 19 | def __gt__(self, __o: "MEMOTYPE") -> bool: 20 | return self.topic > __o.topic 21 | 22 | def __lt__(self, __o: "MEMOTYPE") -> bool: 23 | return self.topic < __o.topic 24 | 25 | def __hash__(self) -> int: 26 | return hash(self.topic) 27 | 28 | def __str__(self) -> str: 29 | return self.topic 30 | -------------------------------------------------------------------------------- /xerparser/schemas/pcattype.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # pcattype.py 3 | 4 | 5 | class PCATTYPE: 6 | """ 7 | A class representing Project Code Types 8 | """ 9 | 10 | def __init__(self, **data: str) -> None: 11 | self.uid: str = data["proj_catg_type_id"] 12 | """Unique Table ID""" 13 | self.max_length: int = int(data["proj_catg_short_len"]) 14 | """Max Character Length""" 15 | self.name: str = data["proj_catg_type"] 16 | """Project Code Name""" 17 | self.seq_num: int | None = None if (seq := data["seq_num"]) == "" else int(seq) 18 | """Sort Order""" 19 | 20 | def __eq__(self, __o: "PCATTYPE") -> bool: 21 | return all( 22 | ( 23 | self.max_length == __o.max_length, 24 | self.name == __o.name, 25 | ) 26 | ) 27 | 28 | def __gt__(self, __o: "PCATTYPE") -> bool: 29 | return self.name > __o.name 30 | 31 | def __lt__(self, __o: "PCATTYPE") -> bool: 32 | return self.name < __o.name 33 | 34 | def __hash__(self) -> int: 35 | return hash((self.max_length, self.name)) 36 | -------------------------------------------------------------------------------- /xerparser/schemas/pcatval.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # pcatval.py 3 | 4 | 5 | from xerparser.schemas._node import Node 6 | from xerparser.schemas.pcattype import PCATTYPE 7 | from xerparser.src.validators import int_or_zero 8 | 9 | 10 | class PCATVAL(Node): 11 | """ 12 | A class to represent an Project Code Value 13 | """ 14 | 15 | def __init__(self, code_type: PCATTYPE, **data: str) -> None: 16 | super().__init__( 17 | data["proj_catg_id"], 18 | data["proj_catg_short_name"], 19 | data["proj_catg_name"], 20 | data["parent_proj_catg_id"], 21 | int_or_zero(data["seq_num"]), 22 | ) 23 | self.proj_catg_type_id: str = data["proj_catg_type_id"] 24 | """Foreign Key for Project Code Type `PCATTYPE`""" 25 | self.code_type: PCATTYPE = self._valid_pcattype(code_type) 26 | """Project Code Type""" 27 | 28 | def __eq__(self, __o: "PCATVAL") -> bool: 29 | return self.full_code == __o.full_code and self.code_type == __o.code_type 30 | 31 | def __hash__(self) -> int: 32 | return hash((self.full_code, self.code_type)) 33 | 34 | def _valid_pcattype(self, value: PCATTYPE) -> PCATTYPE: 35 | """Validate Activity Code Type""" 36 | if not isinstance(value, PCATTYPE): 37 | raise ValueError( 38 | f"ValueError: expected ; got {type(value)}" 39 | ) 40 | if value.uid != self.proj_catg_type_id: 41 | raise ValueError( 42 | f"ValueError: Unique ID {value.uid} does not match proj_catg_type_id {self.proj_catg_type_id}" # noqa: E501 43 | ) 44 | return value 45 | -------------------------------------------------------------------------------- /xerparser/schemas/project.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # project.py 3 | 4 | from collections import Counter 5 | from datetime import datetime 6 | from functools import cached_property 7 | from statistics import mean 8 | from typing import Any 9 | 10 | from xerparser.schemas.actvtype import ACTVTYPE 11 | from xerparser.schemas.calendars import CALENDAR 12 | from xerparser.schemas.pcattype import PCATTYPE 13 | from xerparser.schemas.pcatval import PCATVAL 14 | from xerparser.schemas.projwbs import PROJWBS 15 | from xerparser.schemas.schedoptions import SCHEDOPTIONS 16 | from xerparser.schemas.task import TASK 17 | from xerparser.schemas.taskpred import TASKPRED 18 | from xerparser.schemas.taskrsrc import TASKRSRC 19 | from xerparser.schemas.udftype import UDFTYPE 20 | from xerparser.scripts.decorators import rounded 21 | from xerparser.src.validators import date_format, optional_date, optional_str 22 | 23 | 24 | class PROJECT: 25 | """ 26 | A class representing a schedule. 27 | """ 28 | 29 | _wbs_root: PROJWBS 30 | 31 | def __init__( 32 | self, 33 | sched_options: SCHEDOPTIONS, 34 | default_calendar: CALENDAR | None = None, 35 | **data: str, 36 | ) -> None: 37 | self.options: SCHEDOPTIONS = sched_options 38 | 39 | # table fields from .xer file 40 | self.uid: str = data["proj_id"] 41 | """Unique Table ID""" 42 | self.add_date: datetime = datetime.strptime(data["add_date"], date_format) 43 | """Date Project was Created""" 44 | self.default_calendar: CALENDAR | None = default_calendar 45 | """Default Calendar Assigned to Project""" 46 | self.data_date: datetime = datetime.strptime( 47 | data["last_recalc_date"], date_format 48 | ) 49 | """Date Project is Updated To""" 50 | self.export_flag: bool = data["export_flag"] == "Y" 51 | """Project Export Flag""" 52 | self.finish_date: datetime = datetime.strptime( 53 | data["scd_end_date"], date_format 54 | ) 55 | """Projected Completion Date""" 56 | self.last_fin_dates_id: str | None = optional_str(data["last_fin_dates_id"]) 57 | """Last Stored Financial Period""" 58 | self.last_schedule_date: datetime | None = optional_date( 59 | data.get("last_schedule_date", "") 60 | ) 61 | """Last Date Schedule was Calculated""" 62 | self.must_finish_date: datetime | None = optional_date(data["plan_end_date"]) 63 | """Must Finish by Date Assigned to Project""" 64 | self.plan_start_date: datetime = datetime.strptime( 65 | data["plan_start_date"], date_format 66 | ) 67 | """Planned Start Date Assigned to Project""" 68 | self.short_name: str = data["proj_short_name"] 69 | """Project Code""" 70 | 71 | # manually set from other tables 72 | self.activity_codes: list[ACTVTYPE] = [] 73 | """Project Level Activity Codes""" 74 | self.calendars: list[CALENDAR] = [] 75 | """Project Calendars""" 76 | self.project_codes: dict[PCATTYPE, PCATVAL] = {} 77 | """Project Codes Assigned to Project""" 78 | self.tasks: list[TASK] = [] 79 | """Project Activities""" 80 | self.relationships: list[TASKPRED] = [] 81 | """Project Relationships""" 82 | self.resources: list[TASKRSRC] = [] 83 | """Activity Resources""" 84 | self.wbs_nodes: list[PROJWBS] = [] 85 | """Project Work Breakdown Structure""" 86 | # self.wbs_root: PROJWBS | None = None 87 | self.user_defined_fields: dict[UDFTYPE, Any] = {} 88 | 89 | def __str__(self) -> str: 90 | return f"{self.short_name} - {self.name}" 91 | 92 | def __getitem__(self, obj: Any): 93 | if isinstance(obj, TASK): 94 | return self.tasks_by_code.get(obj.task_code) 95 | 96 | if isinstance(obj, TASKPRED): 97 | return self.relationships_by_hash.get(hash(obj)) 98 | 99 | if isinstance(obj, PROJWBS): 100 | return self.wbs_by_path.get(obj.full_code) 101 | 102 | @cached_property 103 | @rounded() 104 | def actual_cost(self) -> float: 105 | """Sum of task resource actual costs""" 106 | return sum(res.act_total_cost for res in self.resources) 107 | 108 | @property 109 | def actual_duration(self) -> int: 110 | """Project actual duration in calendar days from start date to data date""" 111 | return max((0, (self.data_date - self.actual_start).days)) 112 | 113 | @cached_property 114 | def actual_start(self) -> datetime: 115 | """Earliest task start date""" 116 | if not self.tasks: 117 | return self.plan_start_date 118 | return min((task.start for task in self.tasks)) 119 | 120 | @cached_property 121 | @rounded() 122 | def budgeted_cost(self) -> float: 123 | """Sum of task resource budgeted costs""" 124 | return sum(res.target_cost for res in self.resources) 125 | 126 | @property 127 | @rounded(ndigits=4) 128 | def duration_percent(self) -> float: 129 | """Project duration percent complete""" 130 | if self.original_duration == 0: 131 | return 0.0 132 | 133 | if self.data_date >= self.finish_date: 134 | return 1.0 135 | 136 | return 1 - self.remaining_duration / self.original_duration 137 | 138 | @cached_property 139 | def finish_constraints(self) -> list[tuple[TASK, str]]: 140 | """List of all Tasks with Finish on or Before constraints""" 141 | return sorted( 142 | [ 143 | (task, cnst) 144 | for task in self.tasks 145 | for cnst in ("prime", "second") 146 | if task.constraints[cnst]["type"] is TASK.ConstraintType.CS_MEOB 147 | ], 148 | key=lambda t: t[0].finish, 149 | ) 150 | 151 | @cached_property 152 | def late_start(self) -> datetime: 153 | """Earliest task late start date""" 154 | if not self.tasks: 155 | return self.plan_start_date 156 | return min( 157 | (task.late_start_date for task in self.tasks if task.late_start_date) 158 | ) 159 | 160 | @property 161 | def name(self) -> str: 162 | """Project Name""" 163 | if not self.wbs_root: 164 | return "" 165 | return self.wbs_root.name 166 | 167 | @property 168 | def original_duration(self) -> int: 169 | """ 170 | Project overall duration in calendar days 171 | from actual start date to finish date 172 | """ 173 | return (self.finish_date - self.actual_start).days 174 | 175 | @cached_property 176 | def relationships_by_hash(self) -> dict[int, TASKPRED]: 177 | return {hash(rel): rel for rel in self.relationships} 178 | 179 | @cached_property 180 | @rounded() 181 | def remaining_cost(self) -> float: 182 | """Sum of task resource remaining costs""" 183 | return sum(res.remain_cost for res in self.resources) 184 | 185 | @property 186 | def remaining_duration(self) -> int: 187 | """Project remaining duration in calendar days from data date to finish date""" 188 | return max((0, (self.finish_date - self.data_date).days)) 189 | 190 | @cached_property 191 | @rounded(ndigits=4) 192 | def task_percent(self) -> float: 193 | """ 194 | Project percent complete based on task updates. 195 | Calculated using the median of the following 2 ratios: 196 | 197 | * Ratio between Actual Dates and Activity Count. 198 | `(Actual Start Count + Actual Finish Count) ÷ (Activity Count * 2)` 199 | * Ratio between Sum of Task Remaining Durations and Task Original Durations. 200 | `1 - (sum of task remaining duration ÷ sum of task original duration)` 201 | """ 202 | if not self.tasks: 203 | return 0.0 204 | 205 | orig_dur_sum = sum( 206 | task.original_duration 207 | for task in self.tasks 208 | if not any([task.type.is_loe, task.type.is_wbs]) 209 | ) 210 | rem_dur_sum = sum( 211 | task.remaining_duration 212 | for task in self.tasks 213 | if not any([task.type.is_loe, task.type.is_wbs]) 214 | ) 215 | task_dur_percent = 1 - rem_dur_sum / orig_dur_sum if orig_dur_sum else 0.0 216 | 217 | status_cnt = Counter([t.status for t in self.tasks]) 218 | status_percent = ( 219 | status_cnt[TASK.TaskStatus.TK_Active] / 2 220 | + status_cnt[TASK.TaskStatus.TK_Complete] 221 | ) / len(self.tasks) 222 | 223 | return mean([task_dur_percent, status_percent]) 224 | 225 | @cached_property 226 | def tasks_by_code(self) -> dict[str, TASK]: 227 | """ 228 | Returns a dictionary of the Activities using the 229 | Activity ID as the key and the TASK object as the value. 230 | """ 231 | return {task.task_code: task for task in self.tasks} 232 | 233 | @cached_property 234 | @rounded() 235 | def this_period_cost(self) -> float: 236 | """Sum of task resource this period costs""" 237 | return sum(res.act_this_per_cost for res in self.resources) 238 | 239 | @cached_property 240 | def wbs_by_path(self) -> dict[str, PROJWBS]: 241 | return {node.full_code: node for node in self.wbs_nodes} 242 | 243 | @property 244 | def wbs_root(self) -> PROJWBS: 245 | if not self._wbs_root: 246 | raise UnboundLocalError("WBS Root is not assigned") 247 | 248 | return self._wbs_root 249 | 250 | @wbs_root.setter 251 | def wbs_root(self, value: PROJWBS) -> None: 252 | if not isinstance(value, PROJWBS): 253 | raise TypeError(f"wbs_root must be type `PROJWBS`; got {type(value)}") 254 | 255 | if value.code != self.short_name: 256 | raise ValueError( 257 | f"WBS Code ({value.code}) does not match project ({self.short_name})" 258 | ) 259 | 260 | self._wbs_root = value 261 | 262 | def planned_progress(self, before_date: datetime) -> dict[str, list[TASK]]: 263 | """All planned progress through a given date. 264 | 265 | Args: 266 | before_date (datetime): End date for planned progress 267 | 268 | Returns: 269 | dict[str, list[TASK]]: Early and late planned progress during time frame 270 | """ 271 | progress = {"start": [], "finish": [], "late_start": [], "late_finish": []} 272 | 273 | if before_date < self.data_date: 274 | return progress 275 | 276 | for task in self.tasks: 277 | if task.status.is_completed: 278 | continue 279 | 280 | if task.status.is_not_started: 281 | if task.start < before_date: 282 | progress["start"].append(task) 283 | 284 | if task.late_start_date and task.late_start_date < before_date: 285 | progress["late_start"].append(task) 286 | 287 | if task.finish < before_date: 288 | progress["finish"].append(task) 289 | 290 | if task.late_end_date and task.late_end_date < before_date: 291 | progress["late_finish"].append(task) 292 | 293 | return progress 294 | -------------------------------------------------------------------------------- /xerparser/schemas/projwbs.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # projwbs.py 3 | 4 | import itertools 5 | from datetime import datetime 6 | from typing import Any 7 | 8 | from xerparser.schemas._node import Node 9 | from xerparser.schemas.task import TASK 10 | from xerparser.schemas.udftype import UDFTYPE 11 | from xerparser.scripts.decorators import rounded 12 | from xerparser.src.validators import int_or_zero, optional_int 13 | 14 | 15 | class PROJWBS(Node): 16 | """ 17 | A class to represent a schedule WBS node. 18 | """ 19 | 20 | def __init__(self, project, **data: str) -> None: 21 | from xerparser.schemas.project import PROJECT 22 | 23 | super().__init__( 24 | data["wbs_id"], 25 | data["wbs_short_name"], 26 | data["wbs_name"], 27 | data["parent_wbs_id"], 28 | int_or_zero(data["seq_num"]), 29 | ) 30 | self.is_proj_node: bool = data["proj_node_flag"] == "Y" 31 | """Project Level Code Flag""" 32 | self.proj_id: str = data["proj_id"] 33 | """Foreign Key for `PROJECT` WBS node belongs to""" 34 | self.project: PROJECT = project 35 | self.seq_num: int | None = optional_int(data["seq_num"]) 36 | """Sort Order""" 37 | self.status_code: str = data["status_code"] 38 | 39 | self.user_defined_fields: dict[UDFTYPE, Any] = {} 40 | self._tasks: dict[str, TASK] = {} 41 | 42 | self.project.wbs_nodes.append(self) 43 | if self.is_proj_node: 44 | self.project.wbs_root = self 45 | 46 | @property 47 | @rounded() 48 | def actual_cost(self) -> float: 49 | """Sum of task resource actual costs""" 50 | return sum(task.actual_cost for task in self.all_tasks) 51 | 52 | @property 53 | def actual_duration(self) -> int: 54 | if not (_start := self.start) or not (_finish := self.finish): 55 | return 0 56 | if _finish < self.project.data_date: 57 | return self.original_duration 58 | return max((0, (self.project.data_date.date() - _start.date()).days)) 59 | 60 | @property 61 | def all_tasks(self) -> list[TASK]: 62 | return list( 63 | itertools.chain.from_iterable( 64 | [node.tasks for node in self.traverse_children()] 65 | ) 66 | ) 67 | 68 | @property 69 | def assignments(self) -> int: 70 | """Activity Assignment Count""" 71 | return len(self.tasks) 72 | 73 | @property 74 | @rounded() 75 | def budgeted_cost(self) -> float: 76 | """Sum of task budgeted costs""" 77 | return sum(task.budgeted_cost for task in self.all_tasks) 78 | 79 | @property 80 | @rounded() 81 | def cost_variance(self) -> float: 82 | return sum(task.cost_variance for task in self.all_tasks) 83 | 84 | @property 85 | def lineage(self) -> list["PROJWBS"]: 86 | if self.is_proj_node: 87 | return [] 88 | 89 | if not self._parent: 90 | return [self] 91 | 92 | return self._parent.lineage + [self] 93 | 94 | @property 95 | def finish(self) -> datetime | None: 96 | return max((task.finish for task in self.all_tasks), default=None) 97 | 98 | @property 99 | def full_code(self) -> str: 100 | return ".".join([node.code for node in self.lineage]) 101 | 102 | @property 103 | def late_finish(self) -> datetime | None: 104 | return max( 105 | (task.late_end_date for task in self.all_tasks if task.late_end_date), 106 | default=self.finish, 107 | ) 108 | 109 | @property 110 | def late_start(self) -> datetime | None: 111 | return min( 112 | (task.late_start_date for task in self.all_tasks if task.late_start_date), 113 | default=self.start, 114 | ) 115 | 116 | @property 117 | def original_duration(self) -> int: 118 | if not (_start := self.start) or not (_finish := self.finish): 119 | return 0 120 | return (_finish.date() - _start.date()).days 121 | 122 | @property 123 | @rounded() 124 | def remaining_cost(self) -> float: 125 | """Sum of task resource remaining costs""" 126 | return sum(task.remaining_cost for task in self.all_tasks) 127 | 128 | @property 129 | def remaining_duration(self) -> int: 130 | if not (_start := self.start) or not (_finish := self.finish): 131 | return 0 132 | if _start >= self.project.data_date: 133 | return self.original_duration 134 | return max((0, (_finish.date() - self.project.data_date.date()).days)) 135 | 136 | @property 137 | def start(self) -> datetime | None: 138 | return min((task.start for task in self.all_tasks), default=None) 139 | 140 | @property 141 | def tasks(self) -> list[TASK]: 142 | return list(self._tasks.values()) 143 | 144 | @property 145 | @rounded() 146 | def this_period_cost(self) -> float: 147 | """Sum of task this period costs""" 148 | return sum((task.this_period_cost for task in self.all_tasks), 0.0) 149 | 150 | def add_task(self, task: TASK): 151 | self._tasks[task.uid] = task 152 | -------------------------------------------------------------------------------- /xerparser/schemas/rate.py: -------------------------------------------------------------------------------- 1 | from datetime import datetime 2 | 3 | from xerparser.src.validators import date_format, float_or_zero 4 | 5 | 6 | class Rate: 7 | """Units per Time Limits""" 8 | 9 | def __init__(self, **data: str) -> None: 10 | self.cost_per_qty: float = float_or_zero(data["cost_per_qty"]) 11 | """Standard Rate""" 12 | self.cost_per_qty2: float = float_or_zero(data["cost_per_qty2"]) 13 | """Internal Rate""" 14 | self.cost_per_qty3: float = float_or_zero(data["cost_per_qty3"]) 15 | """External Rate""" 16 | self.cost_per_qty4: float = float_or_zero(data["cost_per_qty4"]) 17 | """Price per Unit 4""" 18 | self.cost_per_qty5: float = float_or_zero(data["cost_per_qty5"]) 19 | """Price per Unit 5""" 20 | self.max_qty_per_hr: float = float(data["max_qty_per_hr"].replace(",", ".")) 21 | """Max Units per Time""" 22 | self.start_date: datetime = datetime.strptime(data["start_date"], date_format) 23 | """Effective Date""" 24 | 25 | def __eq__(self, __other: "Rate") -> bool: 26 | return self.start_date == __other.start_date 27 | 28 | def __gt__(self, __other: "Rate") -> bool: 29 | return self.start_date > __other.start_date 30 | 31 | def __hash__(self) -> int: 32 | return hash(self.start_date) 33 | 34 | def __lt__(self, __other: "Rate") -> bool: 35 | return self.start_date < __other.start_date 36 | -------------------------------------------------------------------------------- /xerparser/schemas/rsrc.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # rsrc.py 3 | 4 | from typing import Any 5 | 6 | from xerparser.schemas._node import Node 7 | from xerparser.schemas.udftype import UDFTYPE 8 | from xerparser.src.validators import int_or_zero 9 | 10 | 11 | class RSRC(Node): 12 | """ 13 | A class to represent a Resource. 14 | """ 15 | 16 | def __init__(self, **data: str) -> None: 17 | from xerparser.schemas.taskrsrc import TASKRSRC 18 | 19 | super().__init__( 20 | data["rsrc_id"], 21 | data["rsrc_short_name"], 22 | data["rsrc_name"], 23 | data["parent_rsrc_id"], 24 | int_or_zero(data["rsrc_seq_num"]), 25 | ) 26 | self.clndr_id: str = data["clndr_id"] 27 | self.type: str = data["rsrc_type"] 28 | self.user_defined_fields: dict[UDFTYPE, Any] = {} 29 | self.task_rsrcs: list[TASKRSRC] = [] 30 | -------------------------------------------------------------------------------- /xerparser/schemas/rsrcrate.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # rsrc.py 3 | 4 | from xerparser.schemas.rate import Rate 5 | from xerparser.schemas.rsrc import RSRC 6 | 7 | 8 | class RSRCRATE(Rate): 9 | def __init__(self, resource: RSRC, **data: str): 10 | super().__init__(**data) 11 | self.uid: str = data["rsrc_rate_id"] 12 | """(str) Unique Table ID""" 13 | self.rsrc_id: str = data["rsrc_id"] 14 | """(str) Resource Unique Table ID""" 15 | self.resource: RSRC = resource 16 | """(RSRC) Resource""" 17 | self.shift_period_id: str = data["shift_period_id"] 18 | """(str) Shift Unique Table ID""" 19 | -------------------------------------------------------------------------------- /xerparser/schemas/schedoptions.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # schedoptions.py 3 | 4 | from xerparser.src.validators import optional_int 5 | 6 | 7 | class SCHEDOPTIONS: 8 | def __init__(self, **data: str) -> None: 9 | """ 10 | A class to represent the Schedule Options. 11 | """ 12 | self.max_multiple_longest_path: int | None = optional_int( 13 | data.get("max_multiple_longest_path") 14 | ) 15 | self.proj_id: str = data["proj_id"] 16 | self.calendar_on_relationship_lag: str = data.get( 17 | "sched_calendar_on_relationship_lag", "" 18 | ) 19 | self.float_type: str = data["sched_float_type"] 20 | self.lag_early_start_flag: bool = data["sched_lag_early_start_flag"] == "Y" 21 | self.open_critical_flag: bool = data["sched_open_critical_flag"] == "Y" 22 | self.outer_depend_type: str = data["sched_outer_depend_type"] 23 | self.progress_override: bool = data["sched_progress_override"] == "Y" 24 | self.retained_logic: bool = data["sched_retained_logic"] == "Y" 25 | self.setplantoforecast: bool = data["sched_setplantoforecast"] == "Y" 26 | self.use_expect_end_flag: bool = data["sched_use_expect_end_flag"] == "Y" 27 | self.use_project_end_date_for_float = ( 28 | data.get("sched_use_project_end_date_for_float", "N") == "Y" 29 | ) 30 | self.schedoptions_id: str = data["schedoptions_id"] 31 | self.use_total_float_multiple_longest_paths: bool = ( 32 | data.get("use_total_float_multiple_longest_paths", "N") == "Y" 33 | ) 34 | 35 | def __eq__(self, __o: "SCHEDOPTIONS") -> bool: 36 | return all( 37 | ( 38 | self.max_multiple_longest_path == __o.max_multiple_longest_path, 39 | self.calendar_on_relationship_lag == __o.calendar_on_relationship_lag, 40 | self.float_type == __o.float_type, 41 | self.lag_early_start_flag == __o.lag_early_start_flag, 42 | self.open_critical_flag == __o.open_critical_flag, 43 | self.outer_depend_type == __o.outer_depend_type, 44 | self.progress_override == __o.progress_override, 45 | self.retained_logic == __o.retained_logic, 46 | self.setplantoforecast == __o.setplantoforecast, 47 | self.use_expect_end_flag == __o.use_expect_end_flag, 48 | self.use_project_end_date_for_float 49 | == __o.use_project_end_date_for_float, 50 | self.use_total_float_multiple_longest_paths 51 | == __o.use_total_float_multiple_longest_paths, 52 | ) 53 | ) 54 | 55 | def __hash__(self) -> int: 56 | return hash( 57 | ( 58 | self.max_multiple_longest_path, 59 | self.calendar_on_relationship_lag, 60 | self.float_type, 61 | self.lag_early_start_flag, 62 | self.open_critical_flag, 63 | self.outer_depend_type, 64 | self.progress_override, 65 | self.retained_logic, 66 | self.setplantoforecast, 67 | self.use_expect_end_flag, 68 | self.use_project_end_date_for_float, 69 | self.use_total_float_multiple_longest_paths, 70 | ) 71 | ) 72 | -------------------------------------------------------------------------------- /xerparser/schemas/task.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # task.py 3 | 4 | from datetime import datetime 5 | from enum import Enum 6 | from functools import cached_property 7 | from typing import Any, Self 8 | 9 | from xerparser.schemas.actvcode import ACTVCODE 10 | from xerparser.schemas.actvtype import ACTVTYPE 11 | from xerparser.schemas.calendars import CALENDAR 12 | from xerparser.schemas.taskfin import TASKFIN 13 | from xerparser.schemas.taskmemo import TASKMEMO 14 | from xerparser.schemas.taskrsrc import TASKRSRC 15 | from xerparser.schemas.udftype import UDFTYPE 16 | from xerparser.scripts.dates import clean_date 17 | from xerparser.scripts.decorators import rounded 18 | from xerparser.src.validators import ( 19 | date_format, 20 | float_or_zero, 21 | optional_date, 22 | optional_float, 23 | optional_int, 24 | optional_str, 25 | ) 26 | 27 | 28 | class TASK: 29 | """ 30 | A class to represent a scehdule activity. 31 | """ 32 | 33 | class ConstraintType(Enum): 34 | """Map codes used for constraint types to readable descriptions""" 35 | 36 | CS_ALAP = "As Late as Possible" 37 | CS_MEO = "Finish On" 38 | CS_MEOA = "Finish on or After" 39 | CS_MEOB = "Finish on or Before" 40 | CS_MANDFIN = "Mandatory Finish" 41 | CS_MANDSTART = "Mandatory Start" 42 | CS_MSO = "Start On" 43 | CS_MSOA = "Start On or After" 44 | CS_MSOB = "Start On or Before" 45 | 46 | class PercentType(Enum): 47 | """Map codes used for percent types to readable descriptions""" 48 | 49 | CP_Phys = "Physical" 50 | CP_Drtn = "Duration" 51 | CP_Units = "Unit" 52 | 53 | class TaskStatus(Enum): 54 | """Map codes used for Task status to readable descriptions""" 55 | 56 | TK_NotStart = "Not Started" 57 | TK_Active = "In Progress" 58 | TK_Complete = "Complete" 59 | 60 | @property 61 | def is_not_started(self) -> bool: 62 | return self is self.TK_NotStart 63 | 64 | @property 65 | def is_in_progress(self) -> bool: 66 | return self is self.TK_Active 67 | 68 | @property 69 | def is_completed(self) -> bool: 70 | return self is self.TK_Complete 71 | 72 | @property 73 | def is_open(self) -> bool: 74 | return self is not self.TK_Complete 75 | 76 | class TaskType(Enum): 77 | """Map codes used for Task types to readable descriptions""" 78 | 79 | TT_Mile = "Start Milestone" 80 | TT_FinMile = "Finish Milestone" 81 | TT_LOE = "Level of Effort" 82 | TT_Task = "Task Dependent" 83 | TT_Rsrc = "Resource Dependent" 84 | TT_WBS = "WBS Summary" 85 | 86 | @property 87 | def is_milestone(self) -> bool: 88 | return self is self.TT_FinMile or self is self.TT_Mile 89 | 90 | @property 91 | def is_loe(self) -> bool: 92 | return self is self.TT_LOE 93 | 94 | @property 95 | def is_task(self) -> bool: 96 | return self is self.TT_Task 97 | 98 | @property 99 | def is_wbs(self) -> bool: 100 | return self is self.TT_WBS 101 | 102 | def __init__(self, calendar: CALENDAR, wbs, **data: str) -> None: 103 | from xerparser.schemas.projwbs import PROJWBS 104 | 105 | self.uid: str = data["task_id"] 106 | """Unique Table ID""" 107 | # Foreign keys 108 | self.proj_id: str = data["proj_id"] 109 | """Foreign Key for Project""" 110 | self.wbs_id: str = data["wbs_id"] 111 | """Foreign Key for WBS Node""" 112 | self.clndr_id: str = data["clndr_id"] 113 | """Foreign Key for Calendar""" 114 | 115 | # General Task info 116 | self.phys_complete_pct: float = float( 117 | data["phys_complete_pct"].replace(",", ".") 118 | ) 119 | """Activity physical percent complete""" 120 | self.complete_pct_type: str = data["complete_pct_type"] 121 | """Activity percent complete type: duration, physical, or units""" 122 | self.type: TASK.TaskType = TASK.TaskType[data["task_type"]] 123 | """ 124 | Activity type: 125 | Task, Start Milestone, Finish Milestone, Level of Effort, 126 | WBS Summary, or Resource Dependent""" 127 | self.status: TASK.TaskStatus = TASK.TaskStatus[data["status_code"]] 128 | self.task_code: str = data["task_code"] 129 | """Activity ID""" 130 | self.name: str = data["task_name"] 131 | """Activity Name""" 132 | 133 | # Durations and float 134 | self.duration_type: str = data["duration_type"] 135 | self.total_float_hr_cnt: float | None = optional_float( 136 | data["total_float_hr_cnt"] 137 | ) 138 | self.free_float_hr_cnt: float | None = optional_float(data["free_float_hr_cnt"]) 139 | self.remain_drtn_hr_cnt: float = float( 140 | data["remain_drtn_hr_cnt"].replace(",", ".") 141 | ) 142 | self.target_drtn_hr_cnt: float = float( 143 | data["target_drtn_hr_cnt"].replace(",", ".") 144 | ) 145 | self.float_path: int | None = optional_int(data["float_path"]) 146 | self.float_path_order: int | None = optional_int(data["float_path_order"]) 147 | self.is_longest_path: bool = data["driving_path_flag"] == "Y" 148 | 149 | # Dates 150 | self.act_start_date: datetime | None = optional_date(data["act_start_date"]) 151 | self.act_end_date: datetime | None = optional_date(data["act_end_date"]) 152 | self.late_start_date: datetime | None = optional_date(data["late_start_date"]) 153 | self.late_end_date: datetime | None = optional_date(data["late_end_date"]) 154 | self.expect_end_date: datetime | None = optional_date(data["expect_end_date"]) 155 | self.early_start_date: datetime | None = optional_date(data["early_start_date"]) 156 | self.early_end_date: datetime | None = optional_date(data["early_end_date"]) 157 | self.rem_late_start_date: datetime | None = optional_date( 158 | data["rem_late_start_date"] 159 | ) 160 | self.rem_late_end_date: datetime | None = optional_date( 161 | data["rem_late_end_date"] 162 | ) 163 | self.restart_date: datetime | None = optional_date(data["restart_date"]) 164 | self.reend_date: datetime | None = optional_date(data["reend_date"]) 165 | self.target_start_date: datetime = datetime.strptime( 166 | data["target_start_date"], date_format 167 | ) 168 | self.target_end_date: datetime = datetime.strptime( 169 | data["target_end_date"], date_format 170 | ) 171 | self.suspend_date: datetime | None = optional_date(data["suspend_date"]) 172 | self.resume_date: datetime | None = optional_date(data["resume_date"]) 173 | self.create_date: datetime | None = optional_date(data["create_date"]) 174 | self.update_date: datetime | None = optional_date(data["update_date"]) 175 | 176 | # Constraints 177 | self.cstr_date: datetime | None = optional_date(data["cstr_date"]) 178 | self.cstr_type: str | None = optional_str(data["cstr_type"]) 179 | self.cstr_date2: datetime | None = optional_date(data["cstr_date2"]) 180 | self.cstr_type2: str | None = optional_str(data["cstr_type2"]) 181 | 182 | # Unit quantities 183 | # Have encoutered XER files where these qty's are stored as empty strings. 184 | self.target_work_qty: float = float_or_zero(data["target_work_qty"]) 185 | self.act_work_qty: float = float_or_zero(data["act_work_qty"]) 186 | self.target_equip_qty: float = float_or_zero(data["target_equip_qty"]) 187 | self.act_equip_qty: float = float_or_zero(data["act_equip_qty"]) 188 | 189 | self.activity_codes: dict[ACTVTYPE, ACTVCODE] = {} 190 | self.user_defined_fields: dict[UDFTYPE, Any] = {} 191 | self.calendar: CALENDAR = calendar 192 | self.wbs: PROJWBS = wbs 193 | self.memos: list[TASKMEMO] = [] 194 | self.resources: dict[str, TASKRSRC] = {} 195 | self.predecessors: list["LinkToTask"] = [] 196 | self.successors: list["LinkToTask"] = [] 197 | self.periods: list[TASKFIN] = [] 198 | 199 | def __eq__(self, __o: "TASK") -> bool: 200 | return self.task_code == __o.task_code 201 | 202 | def __lt__(self, __o: "TASK") -> bool: 203 | if self == __o: 204 | if self.start == __o.start: 205 | return self.finish < __o.finish 206 | return self.start < __o.start 207 | return self.task_code < __o.task_code 208 | 209 | def __gt__(self, __o: "TASK") -> bool: 210 | if self == __o: 211 | if self.start == __o.start: 212 | return self.finish > __o.finish 213 | return self.start > __o.start 214 | return self.task_code > __o.task_code 215 | 216 | def __hash__(self) -> int: 217 | return hash(self.task_code) 218 | 219 | def __str__(self) -> str: 220 | return f"{self.task_code} - {self.name}" 221 | 222 | @property 223 | @rounded() 224 | def actual_cost(self) -> float: 225 | return sum(res.act_total_cost for res in self.resources.values()) 226 | 227 | @property 228 | @rounded() 229 | def at_completion_cost(self) -> float: 230 | return sum(res.at_completion_cost for res in self.resources.values()) 231 | 232 | @property 233 | @rounded() 234 | def budgeted_cost(self) -> float: 235 | return sum(res.target_cost for res in self.resources.values()) 236 | 237 | @property 238 | def constraints(self) -> dict: 239 | return { 240 | "prime": { 241 | "type": TASK.ConstraintType[self.cstr_type] if self.cstr_type else None, 242 | "date": self.cstr_date, 243 | }, 244 | "second": { 245 | "type": TASK.ConstraintType[self.cstr_type2] 246 | if self.cstr_type2 247 | else None, 248 | "date": self.cstr_date2, 249 | }, 250 | } 251 | 252 | @property 253 | @rounded() 254 | def cost_variance(self) -> float: 255 | return sum(res.cost_variance for res in self.resources.values()) 256 | 257 | @property 258 | def duration(self) -> int: 259 | """ 260 | Returns remaining duration if task is not started; 261 | otherwise, returns original duration. 262 | """ 263 | # This is usefull when the remaining duration is unlinked from the 264 | # original duration in the project settings 265 | # In these cases, the remaining duration can be different from the 266 | # original duration in tasks that have not started. 267 | 268 | if self.status.is_not_started: 269 | return self.remaining_duration 270 | return self.original_duration 271 | 272 | @property 273 | def finish(self) -> datetime: 274 | """Calculated activity finish date (Actual Finish or Early Finish)""" 275 | if self.act_end_date: 276 | return self.act_end_date 277 | if self.reend_date: 278 | return self.reend_date 279 | if self.early_end_date: 280 | return self.early_end_date 281 | raise ValueError(f"Could not find finish date for task {self.task_code}") 282 | 283 | @property 284 | def free_float(self) -> int | None: 285 | if not self.free_float_hr_cnt: 286 | return None 287 | 288 | return int(self.free_float_hr_cnt / 8) 289 | 290 | @property 291 | def is_critical(self) -> bool: 292 | return self.total_float_hr_cnt is not None and self.total_float_hr_cnt <= 0 293 | 294 | @property 295 | def original_duration(self) -> int: 296 | """Original Duration in Days""" 297 | return int(self.target_drtn_hr_cnt / 8) 298 | 299 | @cached_property 300 | @rounded(ndigits=4) 301 | def percent_complete(self) -> float: 302 | if self.percent_type is TASK.PercentType.CP_Phys: 303 | return self.phys_complete_pct / 100 304 | 305 | if self.percent_type is TASK.PercentType.CP_Drtn: 306 | if self.remain_drtn_hr_cnt is None or self.status.is_completed: 307 | return 1.0 308 | if self.status.is_not_started or self.original_duration == 0: 309 | return 0.0 310 | if self.remain_drtn_hr_cnt >= self.target_drtn_hr_cnt: 311 | return 0.0 312 | 313 | return 1 - self.remain_drtn_hr_cnt / self.target_drtn_hr_cnt 314 | 315 | if self.percent_type is TASK.PercentType.CP_Units: 316 | target_units = self.target_work_qty + self.target_equip_qty 317 | if target_units == 0: 318 | return 0.0 319 | actual_units = self.act_work_qty + self.act_equip_qty 320 | return 1 - actual_units / target_units 321 | 322 | raise ValueError( 323 | f"Could not calculate percent compelete for task {self.task_code}" 324 | ) 325 | 326 | @property 327 | def percent_type(self) -> PercentType: 328 | return TASK.PercentType[self.complete_pct_type] 329 | 330 | @property 331 | @rounded() 332 | def remaining_cost(self) -> float: 333 | return sum(res.remain_cost for res in self.resources.values()) 334 | 335 | @property 336 | def remaining_duration(self) -> int: 337 | if self.remain_drtn_hr_cnt is None: 338 | return 0 339 | return int(self.remain_drtn_hr_cnt / 8) 340 | 341 | def rem_hours_per_day(self, late_dates=False) -> dict[datetime, float]: 342 | """ 343 | Calculate the remaining workhours per day for a task. 344 | Will only return valid workdays in a list of tuples containing 345 | the date and workhour values. 346 | This is usefull for calculating projections like cash flow. 347 | 348 | P6 calculates remaining duration based on hours rather than days, 349 | So the start and/or finish date for an activity may be a partial day. 350 | 351 | Returns: 352 | dict[datetime, float]: date and workhour pairs 353 | """ 354 | if self.remain_drtn_hr_cnt == 0: 355 | return {} 356 | 357 | if self.status.is_completed or not self.restart_date: 358 | return {} 359 | 360 | if late_dates and (not self.rem_late_end_date or not self.rem_late_start_date): 361 | return {} 362 | 363 | if late_dates and self.rem_late_end_date and self.rem_late_start_date: 364 | start_date = self.rem_late_start_date 365 | end_date = self.rem_late_end_date 366 | else: 367 | start_date = self.restart_date 368 | end_date = self.finish 369 | 370 | # edge case that start and end dates are equal 371 | if start_date.date() == end_date.date(): 372 | work_hrs = self.calendar._calc_work_hours( 373 | start_date, start_date.time(), end_date.time() 374 | ) 375 | return {clean_date(start_date): round(work_hrs, 3)} 376 | 377 | # Get a list of all workdays between the start and end dates 378 | date_range = list(self.calendar.iter_workdays(start_date, end_date)) 379 | 380 | # edge cases that only 1 valid workday between start date and end date these 381 | # may never actually occur since the dates are pulled directly from the schedule 382 | # did not find any case where these occur in testing, but leaving anyway 383 | if len(date_range) == 1 and end_date.date() > start_date.date(): 384 | if start_date.date() == date_range[0].date(): 385 | work_day = self.calendar._get_workday(start_date) 386 | work_hrs = self.calendar._calc_work_hours( 387 | start_date, start_date.time(), work_day.finish 388 | ) 389 | return {clean_date(start_date): round(work_hrs, 3)} 390 | 391 | if end_date.date() == date_range[0].date(): 392 | work_day = self.calendar._get_workday(end_date) 393 | work_hrs = self.calendar._calc_work_hours( 394 | end_date, work_day.start, end_date.time() 395 | ) 396 | return {clean_date(end_date): round(work_hrs, 3)} 397 | 398 | work_day = self.calendar._get_workday(date_range[0]) 399 | return {clean_date(date_range[0]): round(work_day.hours, 3)} 400 | 401 | # cases were multiple valid workdays between start and end date 402 | # initialize hours with start date 403 | rem_hrs = { 404 | clean_date(start_date): round( 405 | self.calendar._calc_work_hours( 406 | date_to_calc=start_date, 407 | start_time=start_date.time(), 408 | end_time=self.calendar._get_workday(start_date).finish, 409 | ), 410 | 3, 411 | ), 412 | } 413 | 414 | # loop through 2nd to 2nd to last day in date range 415 | # these would be a full workday 416 | for dt in date_range[1 : len(date_range) - 1]: 417 | if not self.calendar.is_workday(dt): 418 | continue 419 | if wd := self.calendar._get_workday(dt): 420 | rem_hrs[dt] = round(wd.hours, 3) 421 | 422 | # calculate work hours for the last day 423 | rem_hrs[clean_date(end_date)] = round( 424 | self.calendar._calc_work_hours( 425 | date_to_calc=end_date, 426 | start_time=self.calendar._get_workday(end_date).start, 427 | end_time=end_date.time(), 428 | ), 429 | 3, 430 | ) 431 | 432 | return rem_hrs 433 | 434 | @property 435 | def start(self) -> datetime: 436 | """Calculated activity start date (Actual Start or Early Start)""" 437 | if self.act_start_date: 438 | return self.act_start_date 439 | if self.early_start_date: 440 | return self.early_start_date 441 | raise ValueError(f"Could not find start date for task {self.task_code}") 442 | 443 | @property 444 | @rounded() 445 | def this_period_cost(self) -> float: 446 | return sum(res.act_this_per_cost for res in self.resources.values()) 447 | 448 | @property 449 | def total_float(self) -> int | None: 450 | if self.total_float_hr_cnt is None: 451 | return 452 | return int(self.total_float_hr_cnt / 8) 453 | 454 | 455 | class LinkToTask: 456 | """ 457 | A class to represent a logic tie to another activity 458 | """ 459 | 460 | def __init__(self, task: TASK, link: str, lag_days: int) -> None: 461 | if link.upper() not in ("FF", "FS", "SF", "SS"): 462 | raise AttributeError( 463 | f"link attribute must have a value FF, FS, SF, or SS; got {link}" 464 | ) 465 | self.task: TASK = task 466 | self.link: str = link 467 | self.lag: int = lag_days 468 | 469 | def __eq__(self, __o: Self) -> bool: 470 | return all((self.task == __o.task, self.link == __o.link)) 471 | 472 | def __hash__(self) -> int: 473 | return hash((self.task, self.link)) 474 | 475 | def __repr__(self) -> str: 476 | return f"<{self.task.task_code}[{self.link}:{self.lag}]>" 477 | 478 | def __str__(self) -> str: 479 | return f"{self.task.task_code}[{self.link}:{self.lag}]" 480 | -------------------------------------------------------------------------------- /xerparser/schemas/taskfin.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # taskfin.py 3 | 4 | from xerparser.schemas.findates import FINDATES 5 | from xerparser.src.validators import float_or_zero 6 | 7 | 8 | class TASKFIN: 9 | """ 10 | A class to represent a past Finacial Period for an activity 11 | """ 12 | 13 | def __init__(self, period: FINDATES, **data) -> None: 14 | self.act_equip_cost: float = float_or_zero(data["act_equip_cost"]) 15 | self.act_equip_qty: float = float_or_zero(data["act_equip_qty"]) 16 | self.act_expense_cost: float = float_or_zero(data["act_expense_cost"]) 17 | self.act_mat_cost: float = float_or_zero(data["act_mat_cost"]) 18 | self.act_work_cost: float = float_or_zero(data["act_work_cost"]) 19 | self.act_work_qty: float = float_or_zero(data["act_work_qty"]) 20 | self.bcwp: float = float_or_zero(data["bcwp"]) 21 | self.bcws: float = float_or_zero(data["bcws"]) 22 | self.fin_dates_id: str = data["fin_dates_id"] 23 | self.perfm_work_qty: float = float_or_zero(data["perfm_work_qty"]) 24 | self.proj_id: str = data["proj_id"] 25 | self.sched_work_qty: float = float_or_zero(data.get("sched_work_qty", "")) 26 | self.task_id: str = data["task_id"] 27 | self.period: FINDATES = period 28 | 29 | def __eq__(self, __o: "TASKFIN") -> bool: 30 | return self.period == __o.period 31 | 32 | def __hash__(self) -> int: 33 | return hash(self.period) 34 | 35 | @property 36 | def actual_total_cost(self) -> float: 37 | return ( 38 | self.act_equip_cost 39 | + self.act_expense_cost 40 | + self.act_mat_cost 41 | + self.act_work_cost 42 | ) 43 | -------------------------------------------------------------------------------- /xerparser/schemas/taskmemo.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # taskmemo.py 3 | 4 | import re 5 | from html_sanitizer import Sanitizer 6 | from typing import Any 7 | 8 | 9 | class TASKMEMO: 10 | """A class to represent a note assigned to an activity""" 11 | 12 | def __init__(self, **data: Any) -> None: 13 | self.uid: str = data["memo_id"] 14 | self.memo: str = _sanitize_html(data["task_memo"]) 15 | self.memo_type_id: str = data["memo_type_id"] 16 | self.proj_id: str = data["proj_id"] 17 | self.task_id: str = data["task_id"] 18 | self.topic: str = data["topic"] 19 | 20 | def __eq__(self, __o: "TASKMEMO") -> bool: 21 | return self.topic == __o.topic 22 | 23 | def __hash__(self) -> int: 24 | return hash(self.topic) 25 | 26 | 27 | def _sanitize_html(value) -> str: 28 | re_remove = re.compile(r"(\u007F+)|()") 29 | sanitzer = Sanitizer() 30 | memo = re.sub(re_remove, "", value) 31 | return sanitzer.sanitize(memo) 32 | -------------------------------------------------------------------------------- /xerparser/schemas/taskpred.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # taskpred.py 3 | 4 | from datetime import datetime 5 | from xerparser.schemas.task import TASK 6 | from xerparser.src.validators import optional_int, optional_date, int_or_zero 7 | 8 | 9 | class TASKPRED: 10 | """ 11 | A class to represent a relationship between two activities. 12 | 13 | """ 14 | 15 | def __init__(self, predecessor: TASK, successor: TASK, **data) -> None: 16 | self.uid: str = data["task_pred_id"] 17 | self.task_id: str = data["task_id"] 18 | self.pred_task_id: str = data["pred_task_id"] 19 | self.proj_id: str = data["proj_id"] 20 | self.pred_proj_id: str = data["pred_proj_id"] 21 | self.pred_type: str = data["pred_type"] 22 | self.lag_hr_cnt: int = int_or_zero(data["lag_hr_cnt"]) 23 | self.float_path: int | None = optional_int(data["float_path"]) 24 | self.aref: datetime | None = optional_date(data["aref"]) 25 | self.arls: datetime | None = optional_date(data["arls"]) 26 | self.predecessor: TASK = predecessor 27 | self.successor: TASK = successor 28 | 29 | def __eq__(self, __o: "TASKPRED") -> bool: 30 | return ( 31 | self.predecessor == __o.predecessor 32 | and self.successor == __o.successor 33 | and self.link == __o.link 34 | ) 35 | 36 | def __gt__(self, __o: "TASKPRED") -> bool: 37 | if self.predecessor == __o.predecessor: 38 | if self.successor == __o.successor: 39 | return self.link > __o.link 40 | return self.successor > __o.successor 41 | return self.predecessor > __o.predecessor 42 | 43 | def __lt__(self, __o: "TASKPRED") -> bool: 44 | if self.predecessor == __o.predecessor: 45 | if self.successor == __o.successor: 46 | return self.link < __o.link 47 | return self.successor < __o.successor 48 | return self.predecessor < __o.predecessor 49 | 50 | def __hash__(self) -> int: 51 | return hash((self.predecessor, self.successor, self.link)) 52 | 53 | @property 54 | def lag(self) -> int: 55 | return int(self.lag_hr_cnt / 8) 56 | 57 | @property 58 | def link(self) -> str: 59 | return self.pred_type[-2:] 60 | -------------------------------------------------------------------------------- /xerparser/schemas/taskrsrc.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # taskrsrc.py 3 | 4 | # from dataclasses import dataclass, field 5 | from datetime import datetime 6 | 7 | from xerparser.schemas.account import ACCOUNT 8 | from xerparser.schemas.rsrc import RSRC 9 | from xerparser.schemas.trsrcfin import TRSRCFIN 10 | from xerparser.scripts.decorators import rounded 11 | from xerparser.src.validators import ( 12 | date_format, 13 | optional_date, 14 | optional_str, 15 | ) 16 | 17 | 18 | class TASKRSRC: 19 | """A class to represent a resource assigned to an activity.""" 20 | 21 | def __init__(self, account: ACCOUNT | None, resource: RSRC, **data: str) -> None: 22 | self.uid: str = data["taskrsrc_id"] 23 | self.task_id: str = data["task_id"] 24 | self.proj_id: str = data["proj_id"] 25 | self.acct_id: str | None = optional_str(data["acct_id"]) 26 | self.rsrc_id: str = data["rsrc_id"] 27 | self.remain_qty: float = float(data["remain_qty"].replace(",", ".")) 28 | self.target_qty: float = float(data["target_qty"].replace(",", ".")) 29 | self.act_ot_qty: float = float(data["act_ot_qty"].replace(",", ".")) 30 | self.act_reg_qty: float = float(data["act_reg_qty"].replace(",", ".")) 31 | self.target_cost: float = float(data["target_cost"].replace(",", ".")) 32 | self.act_reg_cost: float = float(data["act_reg_cost"].replace(",", ".")) 33 | self.act_ot_cost: float = float(data["act_ot_cost"].replace(",", ".")) 34 | self.remain_cost: float = float(data["remain_cost"].replace(",", ".")) 35 | self.act_start_date: datetime | None = optional_date(data["act_start_date"]) 36 | self.act_end_date: datetime | None = optional_date(data["act_end_date"]) 37 | self.restart_date: datetime | None = optional_date(data["restart_date"]) 38 | self.reend_date: datetime | None = optional_date(data["reend_date"]) 39 | self.target_start_date: datetime = datetime.strptime( 40 | data["target_start_date"], date_format 41 | ) 42 | self.target_end_date: datetime = datetime.strptime( 43 | data["target_end_date"], date_format 44 | ) 45 | self.target_lag_drtn_hr_cnt: float = float(data["target_lag_drtn_hr_cnt"].replace(",", ".")) 46 | self.rem_late_start_date: datetime | None = optional_date( 47 | data["rem_late_start_date"] 48 | ) 49 | self.rem_late_end_date: datetime | None = optional_date( 50 | data["rem_late_end_date"] 51 | ) 52 | self.act_this_per_cost: float = float( 53 | data["act_this_per_cost"].replace(",", ".") 54 | ) 55 | self.act_this_per_qty: float = float(data["act_this_per_qty"].replace(",", ".")) 56 | self.rsrc_type: str = data["rsrc_type"] 57 | self.account: ACCOUNT | None = account_or_none(account) 58 | self.resource: RSRC = resource 59 | self.periods: list[TRSRCFIN] = [] 60 | 61 | def __eq__(self, __o: "TASKRSRC") -> bool: 62 | return all( 63 | ( 64 | self.resource == __o.resource, 65 | self.account == __o.account, 66 | self.target_qty == __o.target_qty, 67 | self.target_cost == __o.target_cost, 68 | ) 69 | ) 70 | 71 | def __hash__(self) -> int: 72 | return hash( 73 | ( 74 | self.resource, 75 | self.account, 76 | self.target_qty, 77 | self.target_cost, 78 | ) 79 | ) 80 | 81 | @property 82 | @rounded() 83 | def act_total_cost(self) -> float: 84 | return self.act_reg_cost + self.act_ot_cost 85 | 86 | @property 87 | @rounded() 88 | def act_total_qty(self) -> float: 89 | return self.act_reg_qty + self.act_ot_qty 90 | 91 | @property 92 | def at_completion_cost(self) -> float: 93 | return self.act_total_cost + self.remain_cost 94 | 95 | @property 96 | def at_completion_qty(self) -> float: 97 | return self.act_total_qty + self.remain_qty 98 | 99 | @property 100 | @rounded(ndigits=4) 101 | def cost_percent(self) -> float: 102 | return self.act_total_cost / self.target_cost if self.target_cost else 0.0 103 | 104 | @property 105 | @rounded() 106 | def cost_variance(self) -> float: 107 | return self.at_completion_cost - self.target_cost 108 | 109 | @property 110 | def finish(self) -> datetime: 111 | """Calculated Finish Date for task resource (Actual Finish or Early Finish)""" 112 | if self.act_end_date: 113 | return self.act_end_date 114 | if self.reend_date: 115 | return self.reend_date 116 | raise ValueError(f"Could not find finish date for taskrsrc {self.uid}") 117 | 118 | @property 119 | def lag(self) -> int: 120 | return int(self.target_lag_drtn_hr_cnt / 8) 121 | 122 | @property 123 | def resource_type(self) -> str | None: 124 | """Resource type (Labor, Material, Non-Labor)""" 125 | return self.resource.type[3:] if self.resource else None 126 | 127 | @property 128 | def start(self) -> datetime: 129 | """Calculated Start Date for task resource (Actual Start or Early Start)""" 130 | if self.act_start_date: 131 | return self.act_start_date 132 | if self.restart_date: 133 | return self.restart_date 134 | raise ValueError(f"Could not find start date for taskrsrc {self.uid}") 135 | 136 | 137 | def account_or_none(value: ACCOUNT | None) -> ACCOUNT | None: 138 | if value is None: 139 | return None 140 | if not isinstance(value, ACCOUNT): 141 | raise ValueError(f"ValueError: expected ; got {type(value)}") 142 | return value 143 | -------------------------------------------------------------------------------- /xerparser/schemas/trsrcfin.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # trsrcfin.py 3 | 4 | from xerparser.schemas.findates import FINDATES 5 | from xerparser.src.validators import float_or_zero 6 | 7 | 8 | class TRSRCFIN: 9 | """ 10 | A class to represent a Activity Resource Assignment Past Period Actuals 11 | """ 12 | 13 | def __init__(self, period: FINDATES, **data) -> None: 14 | self.act_cost: float = float_or_zero(data["act_cost"]) 15 | self.act_qty: float = float_or_zero(data["act_qty"]) 16 | self.fin_dates_id: str = data["fin_dates_id"] 17 | self.proj_id: str = data["proj_id"] 18 | self.task_id: str = data["task_id"] 19 | self.taskrsrc_id: str = data["taskrsrc_id"] 20 | self.period: FINDATES = self._valid_findates(period) 21 | 22 | def __eq__(self, __o: "TRSRCFIN") -> bool: 23 | return self.period == __o.period 24 | 25 | def __hash__(self) -> int: 26 | return hash(self.period) 27 | 28 | def __gt__(self, __o: "TRSRCFIN") -> bool: 29 | return self.period > __o.period 30 | 31 | def __lt__(self, __o: "TRSRCFIN") -> bool: 32 | return self.period < __o.period 33 | 34 | def _valid_findates(self, value: FINDATES) -> FINDATES: 35 | """Validate assignment of Financial Period""" 36 | if not isinstance(value, FINDATES): 37 | raise ValueError(f"Expected ; got {type(value)}") 38 | if value.uid != self.fin_dates_id: 39 | raise ValueError( 40 | f"FINDATES {value.uid} does not equal fin_dates_id {self.fin_dates_id}" 41 | ) 42 | return value 43 | -------------------------------------------------------------------------------- /xerparser/schemas/udftype.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # udftype.py 3 | 4 | from datetime import datetime 5 | from enum import Enum 6 | from typing import Any 7 | 8 | 9 | class UDFTYPE: 10 | """ 11 | A class to represent a User Defined Field. 12 | """ 13 | 14 | class FieldType(Enum): 15 | """ 16 | An enum class to represent the data type stored 17 | in a User Defined Field. 18 | """ 19 | 20 | FT_END_DATE = "End Date" 21 | FT_FLOAT_2_DECIMALS = "Float" 22 | FT_INT = "Integer" 23 | FT_MONEY = "Cost" 24 | FT_START_DATE = "Start Date" 25 | FT_STATICTYPE = "Indicator" 26 | FT_TEXT = "Text" 27 | 28 | class Indicators(Enum): 29 | """ 30 | An enum class to store the indicator icons that may be 31 | assigned to a UDF of type `FT_STATICTYPE` ("Indicator"). 32 | """ 33 | 34 | # Emoji's don't match perfectly with icons used by P6 but are close. 35 | UDF_G1 = "🛑" 36 | UDF_G2 = "⚠️" 37 | UDF_G3 = "✅" 38 | UDF_G4 = "⭐" 39 | 40 | def __init__(self, **data) -> None: 41 | self.uid: str = data["udf_type_id"] 42 | self.table: str = data["table_name"] 43 | self.label: str = data["udf_type_label"] 44 | self.udf_type_name: str = data["udf_type_name"] 45 | self.type: UDFTYPE.FieldType = UDFTYPE.FieldType[data["logical_data_type"]] 46 | 47 | @staticmethod 48 | def get_udf_value(udf_type: "UDFTYPE", **data: str) -> Any: 49 | if udf_type.type in ( 50 | UDFTYPE.FieldType.FT_END_DATE, 51 | UDFTYPE.FieldType.FT_START_DATE, 52 | ): 53 | return datetime.strptime(data["udf_date"], "%Y-%m-%d %H:%M") 54 | 55 | if udf_type.type in ( 56 | UDFTYPE.FieldType.FT_FLOAT_2_DECIMALS, 57 | UDFTYPE.FieldType.FT_MONEY, 58 | ): 59 | return float(data["udf_number"].replace(",", ".")) 60 | 61 | if udf_type.type is UDFTYPE.FieldType.FT_INT: 62 | return int(data["udf_number"]) 63 | 64 | if udf_type.type is UDFTYPE.FieldType.FT_STATICTYPE: 65 | return UDFTYPE.Indicators[data["udf_text"]].value 66 | 67 | return data["udf_text"] 68 | -------------------------------------------------------------------------------- /xerparser/scripts/__init__.py: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/jjCode01/xerparser/c425263385807f77c5ffc5d8e930d9f028df668f/xerparser/scripts/__init__.py -------------------------------------------------------------------------------- /xerparser/scripts/dates.py: -------------------------------------------------------------------------------- 1 | from datetime import datetime, time 2 | 3 | 4 | def calc_time_var_hrs(start: time, end: time, ordered: bool = False) -> float: 5 | """Calculate the variance in hours between two time objects 6 | 7 | Args: 8 | start (time): start time 9 | end (time): end time 10 | ordered (bool, optional): If False, reorder start and end times if start is greater than end. Defaults to False. 11 | 12 | Returns: 13 | float: Variance between two times in hours 14 | """ 15 | 16 | if not all(isinstance(t, time) for t in [start, end]): 17 | raise ValueError("Value Error: Arguments must be a time object") 18 | 19 | if not ordered: 20 | # put dates in proper order so that the smaller date 21 | # is subtracted from the larger date. 22 | start, end = min(start, end), max(start, end) 23 | 24 | start_date = datetime.combine(datetime.today(), start) 25 | end_date = datetime.combine(datetime.today(), end) 26 | 27 | return round((end_date - start_date).total_seconds() / 3600, 2) 28 | 29 | 30 | def clean_date(date: datetime) -> datetime: 31 | """Sets time value to 00:00:00 (12AM)""" 32 | if not isinstance(date, datetime): 33 | raise ValueError("Value Error: Argument must be a datetime object") 34 | 35 | return date.replace(microsecond=0, second=0, minute=0, hour=0) 36 | 37 | 38 | def clean_dates(*dates: datetime) -> list[datetime]: 39 | """Remove time values from a list of datetime objects""" 40 | return [clean_date(d) for d in dates] 41 | 42 | 43 | def conv_time(time_str: str) -> time: 44 | """Convert a string representing time into a datetime.time object.""" 45 | return datetime.strptime(time_str, "%H:%M").time() 46 | -------------------------------------------------------------------------------- /xerparser/scripts/decorators.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # decorators.py 3 | 4 | 5 | def rounded(ndigits: int = 2): 6 | def inner(function): 7 | def wrapper(*args, **kwargs): 8 | value = function(*args, **kwargs) 9 | if isinstance(value, float): 10 | value = round(value, ndigits) 11 | elif isinstance(value, int): 12 | value = float(value) 13 | return value 14 | 15 | return wrapper 16 | 17 | return inner 18 | -------------------------------------------------------------------------------- /xerparser/src/__init__.py: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/jjCode01/xerparser/c425263385807f77c5ffc5d8e930d9f028df668f/xerparser/src/__init__.py -------------------------------------------------------------------------------- /xerparser/src/errors.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # errors.py 3 | 4 | 5 | class CorruptXerFile(Exception): 6 | """Raised when xer contains missing data.""" 7 | 8 | def __init__(self, errors: list[str], message="XER file is corrupt") -> None: 9 | self.errors = errors 10 | self.message = message 11 | 12 | def __str__(self) -> str: 13 | error_list = "\n".join(self.errors) 14 | return f"{self.message}\n{error_list}" 15 | 16 | 17 | class InvalidParent(Exception): 18 | """Raised when Parent does not match parent id.""" 19 | 20 | def __init__(self, parent_id: str, expected_id: str | None) -> None: 21 | self.message = f"Expcted parent with id {parent_id}, got {expected_id}" 22 | 23 | def __str__(self) -> str: 24 | return self.message 25 | 26 | 27 | def find_xer_errors(tables: dict) -> list[str]: 28 | """ 29 | Find issues with the xer file, including 30 | - Missing tables 31 | - Non-existent calendars assigned to activities 32 | """ 33 | # This list of required tables may be subjective 34 | # TODO: Add ability to pass in your own list of required tables. 35 | 36 | REQUIRED_TABLES = {"CALENDAR", "PROJECT", "PROJWBS", "TASK", "TASKPRED"} 37 | REQUIRED_TABLE_PAIRS = { 38 | ("TASKFIN", "FINDATES"), 39 | ("TRSRCFIN", "FINDATES"), 40 | ("TASKRSRC", "RSRC"), 41 | ("TASKMEMO", "MEMOTYPE"), 42 | ("ACTVCODE", "ACTVTYPE"), 43 | ("TASKACTV", "ACTVCODE"), 44 | ("PCATVAL", "PCATTYPE"), 45 | ("PROJPCAT", "PCATVAL"), 46 | ("UDFVALUE", "UDFTYPE"), 47 | } 48 | 49 | errors = [] 50 | 51 | # Check for minimum tables required to be in the XER 52 | for name in REQUIRED_TABLES: 53 | if name not in tables: 54 | errors.append(f"Missing Required Table {name}") 55 | 56 | # Check for required table pairs 57 | for t1, t2 in REQUIRED_TABLE_PAIRS: 58 | if t1 in tables and t2 not in tables: 59 | errors.append(f"Missing Table {t2} Required for Table {t1}") 60 | 61 | # check for tasks assigned to an invalid calendar (not included in CALENDAR TABLE) 62 | clndr_ids = {c["clndr_id"] for c in tables.get("CALENDAR", [])} 63 | export_projects = { 64 | p["proj_id"] for p in tables.get("PROJECT", []) if p["export_flag"] == "Y" 65 | } 66 | tasks_with_invalid_calendar = [ 67 | task 68 | for task in tables.get("TASK", []) 69 | if task["clndr_id"] not in clndr_ids and task["proj_id"] in export_projects 70 | ] 71 | if tasks_with_invalid_calendar: 72 | invalid_cal_count = len({t["clndr_id"] for t in tasks_with_invalid_calendar}) 73 | errors.append( 74 | f"XER is Missing {invalid_cal_count} Calendars Assigned to {len(tasks_with_invalid_calendar)} Tasks" 75 | ) 76 | 77 | # check for missing resources (not included in RSRC TABLE) 78 | rsrc_ids = {r["rsrc_id"] for r in tables.get("RSRC", [])} 79 | task_rsrc_with_invalid_rsrc = [ 80 | res 81 | for res in tables.get("TASKRSRC", []) 82 | if res["rsrc_id"] not in rsrc_ids and res["proj_id"] in export_projects 83 | ] 84 | if task_rsrc_with_invalid_rsrc: 85 | invalid_rsrc_count = len({r["rsrc_id"] for r in task_rsrc_with_invalid_rsrc}) 86 | errors.append( 87 | f"XER is Missing {invalid_rsrc_count} Resources Assigned to {len(task_rsrc_with_invalid_rsrc)} Task Resources." 88 | ) 89 | return errors 90 | -------------------------------------------------------------------------------- /xerparser/src/parser.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # parser.py 3 | 4 | import re 5 | from pathlib import Path 6 | from typing import BinaryIO 7 | 8 | CODEC = "cp1252" 9 | 10 | 11 | def file_reader(file: str | Path | BinaryIO) -> str: 12 | """Reads a P6 .xer file and returns it's contents as a string. 13 | 14 | Args: 15 | file (str | Path | BinaryIO): .xer file 16 | 17 | Returns: 18 | str: Contents of .xer file 19 | """ 20 | file_contents = "" 21 | 22 | # Path directory to file 23 | if isinstance(file, (str, Path)): 24 | with open(file, encoding=CODEC, errors="ignore") as f: 25 | file_contents = f.read() 26 | return file_contents 27 | 28 | # Binary file from requests, Flask, FastAPI, etc... 29 | file_contents = file.read().decode(CODEC, errors="ignore") 30 | 31 | return file_contents 32 | 33 | 34 | def parser(xer_contents: str) -> dict[str, list]: 35 | """ 36 | Parses the contents of a P6 .xer file and converts it into a 37 | Python dictionary object. 38 | 39 | Args: 40 | xer_contents (str): .xer file contents 41 | 42 | Returns: 43 | dict: xer information and data tables 44 | """ 45 | if not isinstance(xer_contents, str): 46 | raise TypeError( 47 | f"TypeError: xer_contents must be ; got {type(xer_contents)}" 48 | ) 49 | 50 | if not xer_contents.startswith("ERMHDR"): 51 | raise ValueError("ValueError: invalid XER file") 52 | 53 | table_delimiter = "%T\t" 54 | tables = xer_contents.split(table_delimiter) 55 | xer_data: dict[str, list] = {} 56 | 57 | # The first row in the xer file includes file export information 58 | xer_data["ERMHDR"] = tables.pop(0).strip().split("\t")[1:] 59 | xer_data.update( 60 | **{name: rows for table in tables for name, rows in _parse_table(table).items()} 61 | ) 62 | 63 | return xer_data 64 | 65 | 66 | def _parse_table(table: str) -> dict[str, list[dict]]: 67 | """Parse table name, columns, and rows""" 68 | 69 | lines: list[str] = re.split(r"\r?\n", table) 70 | 71 | name = lines.pop(0).strip() # First line is the table name 72 | cols = lines.pop(0).strip().split("\t")[1:] # Second line is the column labels 73 | data = [ 74 | dict(zip(cols, row.split("\t")[1:])) for row in lines if row.startswith("%R") 75 | ] 76 | return {name: data} 77 | -------------------------------------------------------------------------------- /xerparser/src/utils.py: -------------------------------------------------------------------------------- 1 | from xerparser.schemas.task import TASK, LinkToTask 2 | 3 | 4 | def find_redundant_logic(task: TASK) -> list[list[LinkToTask]]: 5 | redundant_paths = [] 6 | 7 | for pred in task.predecessors: 8 | path = [pred] 9 | mem = set() 10 | if paths := _search_redundant_paths(pred, task, path, mem): 11 | redundant_paths.extend(paths) 12 | 13 | return redundant_paths 14 | 15 | 16 | def _search_redundant_paths( 17 | task_pred: LinkToTask, 18 | epoch_task: TASK, 19 | path: list[LinkToTask], 20 | mem: set[TASK], 21 | ): 22 | paths = [] 23 | 24 | for pred in task_pred.task.predecessors: 25 | if pred.task.type.is_loe: 26 | continue 27 | 28 | if _is_valid_path(epoch_task.predecessors, pred, path): 29 | paths.append([pred] + path) 30 | 31 | if pred.task in mem: 32 | continue 33 | 34 | if new_paths := _search_redundant_paths(pred, epoch_task, [pred] + path, mem): 35 | paths.extend(new_paths) 36 | 37 | mem.add(pred.task) 38 | return paths 39 | 40 | 41 | def _is_valid_path( 42 | epoch_preds: list[LinkToTask], pred: LinkToTask, path: list[LinkToTask] 43 | ) -> bool: 44 | if pred not in epoch_preds: 45 | return False 46 | if not all( 47 | (p.link[0] == pred.link[0]) or (p.link[1] == pred.link[1]) 48 | for p in [pred] + path 49 | ): 50 | return False 51 | 52 | return pred.link[1] == path[-1].link[1] 53 | -------------------------------------------------------------------------------- /xerparser/src/validators.py: -------------------------------------------------------------------------------- 1 | """ 2 | This module contains functions to validate and transorm data during object initialization. 3 | """ 4 | 5 | from datetime import datetime 6 | 7 | date_format = "%Y-%m-%d %H:%M" # date format used by P6 when exporting to an xer file 8 | 9 | 10 | def optional_date(value: str) -> datetime | None: 11 | """ 12 | Transform a string to a datetime object or return `None` if 13 | the string is empty. 14 | """ 15 | if value == "" or value is None: 16 | return None 17 | return datetime.strptime(value, date_format) 18 | 19 | 20 | def optional_float(value: str) -> float | None: 21 | """ 22 | Transform a string to a float or return `None` if 23 | the string is empty. 24 | """ 25 | if value == "" or value is None: 26 | return None 27 | return float(value.replace(",", ".")) 28 | 29 | 30 | def float_or_zero(value: str) -> float: 31 | """ 32 | Transform a string to a float or return 0.0 if 33 | the string is empty. 34 | """ 35 | if value == "" or value is None: 36 | return 0.0 37 | return float(value.replace(",", ".")) 38 | 39 | 40 | def optional_int(value: str) -> int | None: 41 | """ 42 | Transform a string to an integer or return `None` if 43 | the string is empty. 44 | """ 45 | if value == "" or value is None: 46 | return None 47 | return int(value) 48 | 49 | 50 | def int_or_zero(value: str) -> int: 51 | """ 52 | Transform a string to an integer or return 0 if 53 | the string is empty. 54 | """ 55 | if value == "" or value is None: 56 | return 0 57 | return int(value) 58 | 59 | 60 | def optional_str(value: str) -> str | None: 61 | """Transform a string to None if its empty.""" 62 | return (value, None)[value == ""] 63 | -------------------------------------------------------------------------------- /xerparser/src/xer.py: -------------------------------------------------------------------------------- 1 | # xerparser 2 | # xer.py 3 | 4 | from itertools import groupby 5 | from pathlib import Path 6 | from typing import Any, BinaryIO 7 | 8 | from xerparser.schemas import TABLE_UID_MAP 9 | from xerparser.schemas._node import build_tree 10 | from xerparser.schemas.account import ACCOUNT 11 | from xerparser.schemas.actvcode import ACTVCODE 12 | from xerparser.schemas.actvtype import ACTVTYPE 13 | from xerparser.schemas.calendars import CALENDAR 14 | from xerparser.schemas.ermhdr import ERMHDR 15 | from xerparser.schemas.findates import FINDATES 16 | from xerparser.schemas.memotype import MEMOTYPE 17 | from xerparser.schemas.pcattype import PCATTYPE 18 | from xerparser.schemas.pcatval import PCATVAL 19 | from xerparser.schemas.project import PROJECT 20 | from xerparser.schemas.projwbs import PROJWBS 21 | from xerparser.schemas.rsrc import RSRC 22 | from xerparser.schemas.rsrcrate import RSRCRATE 23 | from xerparser.schemas.schedoptions import SCHEDOPTIONS 24 | from xerparser.schemas.task import TASK, LinkToTask 25 | from xerparser.schemas.taskfin import TASKFIN 26 | from xerparser.schemas.taskmemo import TASKMEMO 27 | from xerparser.schemas.taskpred import TASKPRED 28 | from xerparser.schemas.taskrsrc import TASKRSRC 29 | from xerparser.schemas.trsrcfin import TRSRCFIN 30 | from xerparser.schemas.udftype import UDFTYPE 31 | from xerparser.src.errors import CorruptXerFile, find_xer_errors 32 | from xerparser.src.parser import CODEC, file_reader, parser 33 | 34 | 35 | class Xer: 36 | """ 37 | A class to represent the schedule data included in a .xer file. 38 | """ 39 | 40 | # class variables 41 | CODEC = CODEC 42 | 43 | def __init__(self, xer_file_contents: str) -> None: 44 | self.tables: dict[str, list] = parser(xer_file_contents) 45 | if errors := find_xer_errors(self.tables): 46 | raise CorruptXerFile(errors) 47 | self.export_info = ERMHDR(*self.tables["ERMHDR"]) 48 | self.accounts: dict[str, ACCOUNT] = build_tree(self._get_attr("ACCOUNT")) 49 | self.activity_code_types: dict[str, ACTVTYPE] = self._get_attr("ACTVTYPE") 50 | self.activity_code_values: dict[str, ACTVCODE] = build_tree( 51 | self._get_activity_codes() 52 | ) 53 | self.calendars: dict[str, CALENDAR] = self._get_attr("CALENDAR") 54 | 55 | for cal in self.calendars.values(): 56 | if cal.base_clndr_id: 57 | cal.base_calendar = self.calendars.get(cal.base_clndr_id) 58 | 59 | self.financial_periods: dict[str, FINDATES] = self._get_attr("FINDATES") 60 | self.notebook_topics: dict[str, MEMOTYPE] = self._get_attr("MEMOTYPE") 61 | self.project_code_types: dict[str, PCATTYPE] = self._get_attr("PCATTYPE") 62 | self.project_code_values: dict[str, PCATVAL] = build_tree( 63 | self._get_proj_codes() 64 | ) 65 | self.resources: dict[str, RSRC] = build_tree(self._get_attr("RSRC")) 66 | self.resource_rates: dict[str, RSRCRATE] = self._get_rsrc_rates() 67 | self.sched_options: dict[str, SCHEDOPTIONS] = self._get_attr("SCHEDOPTIONS") 68 | self.udf_types: dict[str, UDFTYPE] = self._get_attr("UDFTYPE") 69 | self.projects = self._get_projects() 70 | self.wbs_nodes: dict[str, PROJWBS] = build_tree(self._get_wbs_nodes()) 71 | self.tasks: dict[str, TASK] = self._get_tasks() 72 | self.relationships: dict[str, TASKPRED] = self._get_relationships() 73 | 74 | self._set_proj_activity_codes() 75 | self._set_proj_codes() 76 | self._set_proj_calendars() 77 | self._set_task_actv_codes() 78 | self._set_task_memos() 79 | self._set_task_resources() 80 | self._set_financial_periods() 81 | self._set_udf_values() 82 | 83 | @classmethod 84 | def reader(cls, file: Path | str | BinaryIO) -> "Xer": 85 | """ 86 | Create an Xer object directly from a .XER file. 87 | 88 | Files can be passed as a: 89 | * Path directory (str or pathlib.Path) 90 | * Binary file (from requests, Flask, FastAPI, etc...) 91 | 92 | """ 93 | file_contents = file_reader(file) 94 | return cls(file_contents) 95 | 96 | def _get_activity_codes(self) -> dict: 97 | activity_code_values = { 98 | code_val["actv_code_id"]: ACTVCODE( 99 | code_type=self.activity_code_types[code_val["actv_code_type_id"]], 100 | **code_val, 101 | ) 102 | for code_val in self.tables.get("ACTVCODE", []) 103 | } 104 | return activity_code_values 105 | 106 | def _get_attr(self, table_name: str) -> dict: 107 | if table := self.tables.get(table_name): 108 | row_id = TABLE_UID_MAP[table_name] 109 | return {row[row_id]: eval(table_name)(**row) for row in table} 110 | return {} 111 | 112 | def _get_projects(self) -> dict[str, PROJECT]: 113 | projects = { 114 | proj["proj_id"]: PROJECT( 115 | self.sched_options[proj["proj_id"]], 116 | self.calendars.get(proj["clndr_id"]), 117 | **proj, 118 | ) 119 | for proj in self.tables.get("PROJECT", []) 120 | if proj["export_flag"] == "Y" 121 | } 122 | return projects 123 | 124 | def _get_proj_codes(self) -> dict: 125 | project_code_values = { 126 | code_val["proj_catg_id"]: PCATVAL( 127 | code_type=self.project_code_types[code_val["proj_catg_type_id"]], 128 | **code_val, 129 | ) 130 | for code_val in self.tables.get("PCATVAL", []) 131 | } 132 | 133 | return project_code_values 134 | 135 | def _get_relationships(self) -> dict[str, TASKPRED]: 136 | return { 137 | rel["task_pred_id"]: self._set_taskpred(**rel) 138 | for rel in self.tables.get("TASKPRED", []) 139 | } 140 | 141 | def _get_rsrc_rates(self) -> dict[str, RSRCRATE]: 142 | return { 143 | rr["rsrc_rate_id"]: self._set_rsrc_rates(**rr) 144 | for rr in self.tables.get("RSRCRATE", []) 145 | } 146 | 147 | def _get_tasks(self) -> dict[str, TASK]: 148 | return { 149 | task["task_id"]: self._set_task(**task) 150 | for task in self.tables.get("TASK", []) 151 | } 152 | 153 | def _get_wbs_nodes(self) -> dict: 154 | nodes: dict[str, PROJWBS] = { 155 | node["wbs_id"]: self._set_proj_wbs(**node) 156 | for node in self.tables.get("PROJWBS", []) 157 | } 158 | return nodes 159 | 160 | def _set_proj_activity_codes(self) -> None: 161 | code_group = groupby( 162 | sorted(self.activity_code_types.values(), key=proj_key), proj_key 163 | ) 164 | for proj_id, codes in code_group: 165 | if proj := self.projects.get(proj_id): 166 | proj.activity_codes = list(codes) 167 | 168 | def _set_proj_calendars(self) -> None: 169 | for project in self.projects.values(): 170 | cal_list = [] 171 | for cal in self.calendars.values(): 172 | if not cal.proj_id or cal.proj_id == project.uid: 173 | cal_list.append(cal) 174 | project.calendars = cal_list 175 | 176 | def _set_proj_codes(self) -> None: 177 | for proj_code in self.tables.get("PROJPCAT", []): 178 | proj = self.projects.get(proj_code["proj_id"]) 179 | code = self.project_code_values.get(proj_code["proj_catg_id"]) 180 | if proj and code: 181 | proj.project_codes.update({code.code_type: code}) 182 | 183 | def _set_task_actv_codes(self) -> None: 184 | for act_code in self.tables.get("TASKACTV", []): 185 | task = self.tasks.get(act_code["task_id"]) 186 | code_value = self.activity_code_values.get(act_code["actv_code_id"]) 187 | if task and code_value: 188 | task.activity_codes.update({code_value.code_type: code_value}) 189 | 190 | def _set_task_memos(self) -> None: 191 | for memo in self.tables.get("TASKMEMO", []): 192 | self._set_memo(**memo) 193 | 194 | def _set_task_resources(self) -> None: 195 | for res in self.tables.get("TASKRSRC", []): 196 | self._set_taskrsrc(**res) 197 | 198 | def _set_udf_values(self) -> None: 199 | for udf in self.tables.get("UDFVALUE", []): 200 | udf_type = self.udf_types[udf["udf_type_id"]] 201 | udf_value = UDFTYPE.get_udf_value(udf_type, **udf) 202 | if udf_type.table == "TASK": 203 | self.tasks[udf["fk_id"]].user_defined_fields[udf_type] = udf_value 204 | elif udf_type.table == "PROJECT": 205 | self.projects[udf["fk_id"]].user_defined_fields[udf_type] = udf_value 206 | elif udf_type.table == "PROJWBS": 207 | self.wbs_nodes[udf["fk_id"]].user_defined_fields[udf_type] = udf_value 208 | elif udf_type.table == "RSRC": 209 | self.resources[udf["fk_id"]].user_defined_fields[udf_type] = udf_value 210 | 211 | def _set_financial_periods(self) -> None: 212 | for task_fin in self.tables.get("TASKFIN", []): 213 | self._set_taskfin(**task_fin) 214 | 215 | for rsrc_fin in self.tables.get("TRSRCFIN", []): 216 | self._set_taskrsrc_fin(**rsrc_fin) 217 | 218 | def _set_memo(self, **kwargs) -> None: 219 | topic = self.notebook_topics[kwargs["memo_type_id"]].topic 220 | task = self.tasks[kwargs["task_id"]] 221 | task.memos.append(TASKMEMO(topic=topic, **kwargs)) 222 | 223 | def _set_proj_wbs(self, **kwargs) -> PROJWBS: 224 | proj = self.projects[kwargs["proj_id"]] 225 | wbs = PROJWBS(proj, **kwargs) 226 | return wbs 227 | 228 | def _set_rsrc_rates(self, **kwargs) -> RSRCRATE: 229 | rsrc = self.resources[kwargs["rsrc_id"]] 230 | rsrc_rate = RSRCRATE(rsrc, **kwargs) 231 | return rsrc_rate 232 | 233 | def _set_task(self, **kwargs) -> TASK: 234 | calendar = self.calendars[kwargs["clndr_id"]] 235 | wbs = self.wbs_nodes[kwargs["wbs_id"]] 236 | task = TASK(calendar=calendar, wbs=wbs, **kwargs) 237 | wbs.add_task(task) 238 | self.projects[task.proj_id].tasks.append(task) 239 | return task 240 | 241 | def _set_taskpred(self, **kwargs) -> TASKPRED: 242 | pred = self.tasks[kwargs["pred_task_id"]] 243 | succ = self.tasks[kwargs["task_id"]] 244 | task_pred = TASKPRED(predecessor=pred, successor=succ, **kwargs) 245 | pred.successors.append(LinkToTask(succ, task_pred.link, task_pred.lag)) 246 | succ.predecessors.append(LinkToTask(pred, task_pred.link, task_pred.lag)) 247 | self.projects[task_pred.proj_id].relationships.append(task_pred) 248 | return task_pred 249 | 250 | def _set_taskrsrc(self, **kwargs) -> None: 251 | rsrc = self.resources[kwargs["rsrc_id"]] 252 | account = self.accounts.get(kwargs["acct_id"]) 253 | task = self.tasks[kwargs["task_id"]] 254 | proj = self.projects[kwargs["proj_id"]] 255 | taskrsrc = TASKRSRC(resource=rsrc, account=account, **kwargs) 256 | rsrc.task_rsrcs.append(taskrsrc) 257 | task.resources.update({taskrsrc.uid: taskrsrc}) 258 | proj.resources.append(taskrsrc) 259 | 260 | def _set_taskfin(self, **kwargs) -> None: 261 | period = self.financial_periods[kwargs["fin_dates_id"]] 262 | task_fin = TASKFIN(period=period, **kwargs) 263 | self.tasks[task_fin.task_id].periods.append(task_fin) 264 | 265 | def _set_taskrsrc_fin(self, **kwargs) -> None: 266 | period = self.financial_periods[kwargs["fin_dates_id"]] 267 | rsrc_fin = TRSRCFIN(period=period, **kwargs) 268 | self.tasks[rsrc_fin.task_id].resources[rsrc_fin.taskrsrc_id].periods.append( 269 | rsrc_fin 270 | ) 271 | 272 | 273 | def proj_key(obj: Any) -> str: 274 | return (obj.proj_id, "")[obj.proj_id is None] 275 | --------------------------------------------------------------------------------