Files
proc-rota/rota_generator/workers.py
T

547 lines
22 KiB
Python

import datetime
from collections import defaultdict
from typing import Iterable, List, Literal, Optional, Set
from pydantic import BaseModel, ConfigDict, field_validator, Field
from rich.pretty import pprint
from rota_generator.console import console
# from .shifts import RotaBuilder, days, sites
import uuid
# from rota.shifts import RotaBuilder
from typing import TYPE_CHECKING
if TYPE_CHECKING:
from rota_generator.shifts import RotaBuilder
days = Literal["Mon", "Tue", "Wed", "Thu", "Fri", "Sat", "Sun"]
whole_days = [
"sunday",
"monday",
"tuesday",
"wednesday",
"thursday",
"friday",
"saturday",
]
class NotAvailableToWork(BaseModel):
date: datetime.date
reason: str = "unknown"
class HardDayDependency(BaseModel):
days: Set[str] = Field(..., description="List of days for the dependency group")
weeks: Optional[List[int]] = None # If None, applies to all weeks
start_date: Optional[datetime.date] = None # Optional start date for the dependency
end_date: Optional[datetime.date] = None # Optional end date for the dependency
ignore_dates: list[datetime.date] = Field(default_factory=list, description="List of specific dates to ignore for this dependency")
@field_validator("weeks")
def weeks_none_if_dates_set(cls, weeks, values):
data = values.data
if (data.get("start_date") is not None or data.get("end_date") is not None) and weeks is not None:
raise ValueError("If start_date or end_date is set, weeks must not be set")
return weeks
class HardDayExclusion(BaseModel):
days: set[str] = Field(..., description="List of days to exclude together")
weeks: Optional[List[int]] = None # If None, applies to all weeks
start_date: Optional[datetime.date] = None # Optional start date for the dependency
end_date: Optional[datetime.date] = None # Optional end date for the dependency
@field_validator("weeks")
def weeks_none_if_dates_set(cls, weeks, values):
data = values.data
if (data.get("start_date") is not None or data.get("end_date") is not None) and weeks is not None:
raise ValueError("If start_date or end_date is set, weeks must not be set")
return weeks
def generate_not_available_to_works(
start_date: datetime.date,
end_date: datetime.date | None = None,
days: int | None = None,
reason: str = "unknown",
) -> List[NotAvailableToWork]:
if end_date is None and days is None:
raise ValueError("Either end_date or days must be provided")
if end_date is not None and days is not None:
raise ValueError("Only one of end_date or days must be provided")
if end_date is not None:
days = (end_date - start_date).days
not_available_to_works = []
for day in range(days):
not_available_to_works.append(NotAvailableToWork(date=start_date + datetime.timedelta(days=day), reason=reason))
return not_available_to_works
class NonWorkingDays(BaseModel):
day: days
start_date: datetime.date | None = None
end_date: datetime.date | None = None
@field_validator("day")
def day_in(cls, day):
for whole_day in whole_days:
if day.lower() in whole_day:
return whole_day[:3].capitalize()
raise ValueError("Invalid day")
class WorkRequests(BaseModel):
"""
Shift is the name of the shift requested, * is a wildcard for any shift
"""
date: datetime.date
shift: str = ""
class PreferenceNotToWork(BaseModel):
date: datetime.date
reason: str = ""
class OutOfProgramme(BaseModel):
start_date: datetime.date
end_date: datetime.date
reason: str = ""
class AvoidShiftOnDates(BaseModel):
"""Worker-level constraint: avoid listed shifts on given dates or date range."""
shifts: list[str]
start_date: Optional[datetime.date] = None
end_date: Optional[datetime.date] = None
dates: Optional[list[datetime.date]] = None
reason: Optional[str] = None
@field_validator("start_date", "end_date", mode="before")
def coerce_dates(cls, v):
# allow strings in common formats
if v is None:
return None
if isinstance(v, datetime.date):
return v
if isinstance(v, str):
for fmt in ("%d/%m/%Y", "%d/%m/%y", "%Y-%m-%d"):
try:
return datetime.datetime.strptime(v, fmt).date()
except Exception:
continue
raise ValueError(f"Cannot parse date: {v}")
class MaxDaysPerWeekBlockConstraint(BaseModel):
max_days: int = Field(
...,
ge=1,
description="Maximum number of worked days allowed inside each sliding week block.",
)
week_block: int = Field(
...,
ge=1,
description="Length of the sliding week block (for example, 2 means every consecutive 2-week window).",
)
class MaxUniqueShiftsPerWeekBlockConstraint(BaseModel):
max_unique_shifts: int = Field(
...,
ge=1,
description="Maximum number of distinct shift names allowed inside each sliding week block.",
)
week_block: int = Field(
...,
ge=1,
description="Length of the sliding week block (for example, 2 means every consecutive 2-week window).",
)
class Worker(BaseModel):
name: str
site: str
# Grade are equivalent to roles, by keeping them integer defining model
# rules is easier.
grade: int = 1
# We can either have a user generated ID
id: Optional[int | uuid.UUID | str] = None
fte: int = 100
nwds: list[NonWorkingDays] = []
start_date: datetime.date | None = None
end_date: datetime.date | None = None
oop: list[OutOfProgramme] = []
not_available_to_work: list[NotAvailableToWork] = []
pref_not_to_work: list[PreferenceNotToWork] = []
work_requests: list[WorkRequests] = []
locum_availability: list[WorkRequests] = []
locum_max_shifts: int = 0
locum_max_shifts_per_week: int = 0
locum_on_nwds: bool = False
remote_site: str = "plymouth" # We set a default proc_site
previous_shifts: dict = {}
shift_balance_extra: dict = {}
bank_holiday_extra: int = 0
pair: int | str | None = None
locum: bool = False
allowed_multi_shift_sets: list[set] = [] # or list/set of frozensets
prefer_multi_shift_together: int = 0 # Default: no preference
# Set to a positive integer to prefer, negative to discourage, 0 for neutral
hard_day_dependencies: list[HardDayDependency] = []
hard_day_exclusions: list[HardDayExclusion] = []
force_assign_with: dict[str, list[str]] = {} # e.g. {"oncall": ["weekend"]}
max_shifts_per_week_by_shift_name: dict[str, int] = {} # e.g. {"night": 2, "a": 3}
forced_assignments: List[tuple[int, str, str]] = [] # (week, day, shift_name)
forced_assignments_by_date: List[tuple[datetime.date, str]] = [] # (date, shift_name)
max_days_worked_per_week: int | None= None # Default: no limit, can be set to a specific number
max_days_per_week_block: list[MaxDaysPerWeekBlockConstraint] = []
max_unique_shifts_per_week_block: list[MaxUniqueShiftsPerWeekBlockConstraint] = []
assign_as_block_preferences: dict[str, float] = {} # shift_name -> weight (positive = prefer block)
shift_fte_overrides: dict[str, int] = {} # Need checks to ensure shifts exist
weekend_shift_target_number: float = 0.0
avoid_shifts_on_dates: list[AvoidShiftOnDates] = []
model_config = ConfigDict(
extra="allow",
)
# def __init__(
# self,
# #Rota: "RotaBuilder", # Aim to remove (workers should be independent of rotas)
# ):
#
# self.name = name
# self.site = site
# self.grade = grade
# self.fte = fte
# self.nwd = nwd
# self.pair = pair
# self.shift_balance_extra = shift_balance_extra
# self.bank_holiday_extra = bank_holiday_extra
# self.start_date
#
# self.remote_site = remote_site
#
# self.previous_shifts = previous_shifts
#
#
# # days_to_work = Rota.rota_days_length
def load_rota(self, Rota: "RotaBuilder"):
self.proportion_rota_to_work: float = 1
self.shift_target_number: dict[str, int] = defaultdict(int)
if self.id is None:
self.id = uuid.uuid4()
if self.start_date is not None and self.end_date is not None:
if self.start_date >= self.end_date:
Rota.add_warning(
"Worker/Early end date",
f"{self.name} [{self.id}] end date is before rota start date: {self.end_date}",
)
raise ValueError(f"End date must be after start date: {self.name}")
# if no start date default to the start of the rota
if self.start_date is None:
self.calculated_start_date = Rota.start_date
else:
self.calculated_start_date = self.start_date
# ? test if start date is valid
if self.start_date < Rota.start_date:
# If worker start date is before rota start date use the rota start date
self.calculated_start_date = Rota.start_date
elif self.start_date >= Rota.rota_end_date:
# If it is after add a warning
Rota.add_warning(
"Worker/Late start date",
f"{self.name} [{self.id}] start date is after rota end date: {self.start_date}",
)
else:
pass
if self.end_date is None:
self.calculated_end_date = Rota.rota_end_date
else:
self.calculated_end_date = self.end_date
# self.calculated_end_date = datetime.datetime.strptime(end_date, "%d/%m/%y").date()
if self.calculated_end_date > Rota.rota_end_date:
self.calculated_end_date = Rota.rota_end_date
days_to_work = (self.calculated_end_date - self.calculated_start_date).days
for week, day in Rota.weeks_days_product:
date = Rota.week_day_date_map[(week, day)]
if date < self.calculated_start_date:
Rota.unavailable_to_work.add((self.id, week, day))
Rota.unavailable_to_work_reason[(self.id, week, day)] = (
f"START DATE: {self.calculated_start_date}"
)
if date >= self.calculated_end_date:
Rota.unavailable_to_work.add((self.id, week, day))
Rota.unavailable_to_work_reason[(self.id, week, day)] = (
f"END DATE: {self.calculated_end_date}"
)
if not self.not_available_to_work:
Rota.add_warning(
"Worker/No unavailability",
f"{self.name} [{self.id}] has no unavailabilities (leave)",
)
for item in self.oop:
start_oop = item.start_date
end_oop = item.end_date
oop_name = item.reason
# start_oop, end_oop = oop
if isinstance(start_oop, datetime.date):
start_oop_date = start_oop
else:
start_oop_date = datetime.datetime.strptime(
start_oop, "%d/%m/%y"
).date()
if isinstance(end_oop, datetime.date):
end_oop_date = end_oop
else:
end_oop_date = datetime.datetime.strptime(end_oop, "%d/%m/%y").date()
if start_oop_date >= end_oop_date:
raise ValueError(f"End OOP date must be after start date [{self.name} - Start date: {self.start_date} / End date: {self.end_date}]")
# ignore oops if they finish before the rota (or worker) start date
if end_oop_date > self.calculated_start_date:
if start_oop_date > self.calculated_end_date:
pass
else:
if end_oop_date > Rota.rota_end_date:
end_oop_date = Rota.rota_end_date
if start_oop_date < Rota.start_date:
start_oop_date = Rota.start_date
oop_length = (end_oop_date - start_oop_date).days
print(f"oop length {oop_length}")
days_to_work = days_to_work - oop_length
days_until_oop = (start_oop_date - Rota.start_date).days
for weeks_days in Rota.weeks_days_product[
days_until_oop : days_until_oop + oop_length
]:
week, day = weeks_days
Rota.unavailable_to_work.add((self.id, week, day))
Rota.unavailable_to_work_reason[(self.id, week, day)] = (
f"OOP ({oop_name})".format(self.oop)
)
days_to_end = (self.calculated_end_date - Rota.start_date).days
# loop throught dates converting to week / day combination
for preference in self.pref_not_to_work:
days_from_start = (preference.date - Rota.start_date).days
# Ignore dates past the end of the rota (or end date)
if days_from_start < days_to_end:
week = days_from_start // 7 + 1
day = Rota.days[(days_from_start % 7)]
# Weight the value to take into account the number of preferences
# 1 is added to the total number of requests to ensure they do not outweight
# a single (or fewer) request(s)
Rota.pref_not_to_work[(self.id, week, day)] = 1 / (
len(self.pref_not_to_work) + 1
)
Rota.pref_not_to_work_reason[(self.id, week, day)] = preference.reason
# print(not_available_to_work)
# loop throught dates converting to week / day combination
unavailable_set = set()
for unavalability in self.not_available_to_work:
days_from_start = (unavalability.date - Rota.start_date).days
# Ignore dates past the end of the rota (or end date)
if days_from_start < days_to_end:
week = days_from_start // 7 + 1
day = Rota.days[(days_from_start % 7)]
Rota.unavailable_to_work.add((self.id, week, day))
Rota.unavailable_to_work_reason[(self.id, week, day)] = (
unavalability.reason
)
unavailable_set.add((week, day))
for request in self.work_requests:
days_from_start = (request.date - Rota.start_date).days
week = days_from_start // 7 + 1
day = Rota.days[(days_from_start % 7)]
if request.shift == "*":
for shift in Rota.get_shifts_for_worker_site(self.site):
Rota.work_requests.add((self.id, week, day, shift.name))
else:
Rota.work_requests.add((self.id, week, day, request.shift))
for request in self.locum_availability:
days_from_start = (request.date - Rota.start_date).days
week = days_from_start // 7 + 1
day = Rota.days[(days_from_start % 7)]
if request.shift == "*":
# We may want to add a limit to shifts that can be filled by locums?
for shift in Rota.get_shifts():
Rota.locum_availability.add((self.id, week, day, shift.name))
else:
Rota.locum_availability.add((self.id, week, day, request.shift))
# Calculate the proportion of the rota that is being worked
self.proportion_rota_to_work = days_to_work / Rota.rota_days_length
self.days_to_work = days_to_work
# We have to adjust the full time equivalent for people who CCT / leave the rota early
self.fte_adj = self.fte * self.proportion_rota_to_work
self.fte_adj_shifts = {}
if self.shift_fte_overrides:
for shift, fte in self.shift_fte_overrides.items():
self.fte_adj_shifts[shift] = fte * self.proportion_rota_to_work
if self.fte_adj > 100:
# Shouldn't happen ? bug if it does
Rota.add_warning(
"FTE > 100%", f"{self.name} [{self.id}] FTE = {self.fte_adj}"
)
raise ValueError("{} : fte_ajd = {}".format(self.name, self.fte_adj))
# TODO: this has already been validated, consider moving
self.non_working_day_list = []
for non_working_day in self.nwds:
start_date = Rota.start_date
end_date = Rota.rota_end_date
if non_working_day.start_date is not None:
start_date = non_working_day.start_date
if non_working_day.end_date is not None:
end_date = non_working_day.end_date
self.non_working_day_list.append(
(non_working_day.day, start_date, end_date)
)
if days_to_work < 1:
self.fte_adj = 0
if (
days_to_work > 0
and (days_to_work - len(unavailable_set)) / days_to_work < 0.3
):
console.print(f"{ self.name }: {days_to_work}, {Rota.rota_days_length}")
console.print(
f"Warning {self.name} has excessive unavailability [{len(unavailable_set)}/{days_to_work}, adjusted fte={self.fte_adj}] (this may be infeasible)",
style="red",
)
# Register any per-worker avoid-shift-on-dates rules with the rota builder
try:
for av in getattr(self, "avoid_shifts_on_dates", []):
entry = {
"names": [self.name],
"shifts": av.shifts,
"start_date": av.start_date,
"end_date": av.end_date,
"dates": av.dates,
"reason": getattr(av, "reason", None),
}
# append to rota-level list; the model builder will enforce these
if hasattr(Rota.constraint_options_model, "avoid_shifts_by_worker_dates"):
Rota.constraint_options_model.avoid_shifts_by_worker_dates.append(entry)
except Exception:
Rota.add_warning("Worker/avoid_shifts_on_dates", f"Failed to register avoid_shifts_on_dates for {self.name}")
def __lt__(self, other) -> bool:
return (self.site, self.grade, self.fte_adj, self.name) < (
other.site,
other.grade,
other.fte_adj,
other.name,
)
def __str__(self) -> str:
return f"{self.name}, {self.site}, {self.oop}"
# nwds = (
# ", ".join([str(i) for i, start, end in self.non_working_day_list])
# if self.non_working_day_list is not None
# else ""
# )
# return "{} {} [{}] REMOTE SITE:{}".format(
# self.name,
# (self.site, self.grade, self.fte_adj),
# nwds,
# self.remote_site,
# )
def get_details(self) -> str:
return "{} {} {}".format(self.id, self.site[0], self.grade)
def get_full_details(self) -> str:
return "{}/{}/{}".format(self.site, self.grade, self.name)
def get_shift_targets(self) -> dict:
return self.shift_target_number
def get_fte(self, shift: str | None=None) -> int:
if shift is not None:
if shift in self.fte_adj_shifts:
return self.fte_adj_shifts[shift]
return self.fte_adj
def allow_shifts_together(self, *shifts):
if not hasattr(self, "allowed_multi_shift_sets"):
self.allowed_multi_shift_sets = []
self.allowed_multi_shift_sets.append(frozenset(shifts))
def add_hard_day_dependency(self, days: set[str], weeks: Optional[List[int]] = None, start_date: Optional[datetime.date] = None, end_date: Optional[datetime.date] = None, ignore_dates: Optional[List[datetime.date]] = None):
"""
Add a hard day dependency for this worker.
days: List of days that must be grouped together.
weeks: Optional list of weeks this dependency applies to. If None, applies to all weeks.
"""
self.hard_day_dependencies.append(HardDayDependency(days=days, weeks=weeks, start_date=start_date, end_date=end_date, ignore_dates=ignore_dates or []))
def add_hard_day_exclusion(self, days: set[str], weeks: Optional[List[int]] = None, start_date: Optional[datetime.date] = None, end_date: Optional[datetime.date] = None):
"""
Add a hard day exclusion for this worker.
days: List of days that must be excluded together.
weeks: Optional list of weeks this exclusion applies to. If None, applies to all weeks.
"""
self.hard_day_exclusions.append(HardDayExclusion(days=days, weeks=weeks, start_date=start_date, end_date=end_date))
def add_force_assign_with(self, shift: str, with_shifts: list[str] | str):
if not hasattr(self, "force_assign_with"):
self.force_assign_with = {}
if isinstance(with_shifts, str):
with_shifts = [with_shifts]
self.force_assign_with[shift] = with_shifts
def set_max_shifts_per_week(self, shift_name: str, max_per_week: int):
"""Helper to set the maximum number of shifts of a given type per week for this worker."""
if not hasattr(self, "max_shifts_per_week_by_shift_name"):
self.max_shifts_per_week_by_shift_name = {}
self.max_shifts_per_week_by_shift_name[shift_name] = max_per_week
def force_assign_shift(self, week: int, day: str, shift_name: str):
"""Force this worker to be assigned to a shift on a specific week/day."""
self.forced_assignments.append((week, day, shift_name))
def force_assign_shift_by_date(self, date: datetime.date, shift_name: str):
"""Force this worker to be assigned to a shift on a specific date."""
self.forced_assignments_by_date.append((date, shift_name))