"""Business rules for quotas."""
import datetime
from datetime import date
from decimal import Decimal
import measures.models as measures_models
from common.business_rules import BusinessRule
from common.business_rules import ExclusionMembership
from common.business_rules import MustExist
from common.business_rules import PreventDeleteIfInUse
from common.business_rules import UniqueIdentifyingFields
from common.business_rules import ValidityPeriodContained
from common.business_rules import only_applicable_after
from common.business_rules import skip_when_not_deleted
from common.models.utils import override_current_transaction
from common.validators import UpdateType
from geo_areas.validators import AreaCode
from quotas.validators import AdministrationMechanism
from quotas.validators import SubQuotaType
[docs]class PreventDeletingLinkedQuotaDefinitions(BusinessRule):
"""A deleted Quota Definition must not be referred to by a non-deleted
relation."""
sid_prefix = "quota_definition__"
def get_relation_model(self, quota_definition):
raise NotImplementedError(
f"get_relation_model must be implemented on {self.__class__.__name__}.",
)
[docs] def validate(self, quota_definition):
related_model = self.get_relation_model(quota_definition)
if quota_definition.update_type == UpdateType.DELETE:
kwargs = {f"{self.sid_prefix}sid": quota_definition.sid}
if related_model.objects.approved_up_to_transaction(
transaction=quota_definition.transaction,
).filter(**kwargs):
raise self.violation(quota_definition)
[docs]class ON1(UniqueIdentifyingFields):
"""Quota order number id + start date must be unique."""
identifying_fields = ("order_number", "valid_between__lower")
[docs]class ON2(BusinessRule):
"""There may be no overlap in time of two quota order numbers with the same
quota order number id."""
[docs] def validate(self, order_number):
if (
type(order_number)
.objects.approved_up_to_transaction(order_number.transaction)
.filter(
order_number=order_number.order_number,
valid_between__overlap=order_number.valid_between,
)
.exclude(sid=order_number.sid)
.exists()
):
raise self.violation(order_number)
[docs]class ON4(BusinessRule):
"""The referenced geographical area must exist."""
[docs] def validate(self, order_number):
# get all versions of order_number
order_number_versions = order_number.get_versions()
origin_exists = False
for order_number_version in order_number_versions:
if (
order_number_version.origins.approved_up_to_transaction(
order_number.transaction,
).count()
> 0
):
origin_exists = True
break
if not origin_exists:
raise self.violation(order_number)
[docs]class ON5(BusinessRule):
"""There may be no overlap in time of two quota order number origins with
the same quota order number SID and geographical area id."""
[docs] def validate(self, origin):
if (
type(origin)
.objects.approved_up_to_transaction(origin.transaction)
.filter(
order_number__sid=origin.order_number.sid,
geographical_area__sid=origin.geographical_area.sid,
valid_between__overlap=origin.valid_between,
)
.exclude(sid=origin.sid)
.exists()
):
raise self.violation(
model=origin,
message=(
"There may be no overlap in time of two quota order number "
"origins with the same quota order number SID and geographical "
"area id."
),
)
[docs]@only_applicable_after("2006-12-31")
class ON6(ValidityPeriodContained):
"""The validity period of the geographical area must span the validity
period of the quota order number origin."""
container_field_name = "geographical_area"
[docs]class ON7(ValidityPeriodContained):
"""The validity period of the quota order number must span the validity
period of the quota order number origin."""
container_field_name = "order_number"
[docs]class ON8(ValidityPeriodContained):
"""The validity period of the quota order number must span the validity
period of the referencing quota definition."""
container_field_name = "order_number"
[docs]@only_applicable_after("2007-12-31")
class ON9(ValidityPeriodContained):
"""When a quota order number is used in a measure then the validity period
of the quota order number must span the validity period of the measure."""
contained_field_name = "measure"
[docs]@only_applicable_after("2007-12-31")
class ON10(ValidityPeriodContained):
"""When a quota order number is used in a measure then the validity period
of the quota order number origin must span the validity period of the
measure."""
contained_field_name = "order_number__measure"
[docs] def validate(self, order_number_origin):
"""
Loop over measures that reference the same quota order number as origin.
Get all the origins linked to this measure. Loop over these origins and
check that every measure is contained by at least one origin.
"""
with override_current_transaction(self.transaction):
current_qs = order_number_origin.get_versions().current()
contained_measures = current_qs.follow_path(self.contained_field_name)
from measures.business_rules import ME119
for measure in contained_measures:
ME119(self.transaction).validate(measure)
[docs]@only_applicable_after("2007-12-31")
class ON11(PreventDeleteIfInUse):
"""The quota order number cannot be deleted if it is used in a measure."""
via_relation = "measure"
[docs]@only_applicable_after("2007-12-31")
@skip_when_not_deleted
class ON12(BusinessRule):
"""The quota order number origin cannot be deleted if it is used in a
measure."""
[docs] def validate(self, order_number_origin):
"""
Loop over measures that reference the same quota order number as origin.
Get all the origins linked to this measure. Loop over these origins and
check that there are no measures linked to the origin .
"""
measures = measures_models.Measure.objects.approved_up_to_transaction(
order_number_origin.transaction,
)
if not measures.exists():
return
order_numbers = measures.filter(
geographical_area__sid=order_number_origin.geographical_area.sid,
order_number__sid=order_number_origin.order_number.sid,
)
if order_numbers.exists():
raise self.violation(
model=order_number_origin,
message=(
"The quota order number origin cannot be deleted if it is used in a "
"measure. "
f"This order_number_origin is linked to {order_numbers.count()} measures currently."
),
)
[docs]class ON13(BusinessRule):
"""An exclusion can only be entered if the order number origin is a
geographical area group (area code = 1)."""
[docs] def validate(self, exclusion):
if exclusion.origin.geographical_area.area_code != AreaCode.GROUP:
raise self.violation(exclusion)
[docs]class ON14(ExclusionMembership):
"""The excluded geographical area must be a member of the geographical area
group."""
excluded_from = "origin"
[docs]class CertificatesMustExist(MustExist):
"""The referenced certificates must exist."""
reference_field_name = "certificate"
[docs]class CertificateValidityPeriodMustSpanQuotaOrderNumber(ValidityPeriodContained):
"""The validity period of the required certificates must span the validity
period of the quota order number."""
contained_field_name = "required_certificates"
[docs]class QD1(UniqueIdentifyingFields):
"""Quota order number id + start date must be unique."""
identifying_fields = ("order_number__sid", "valid_between__lower")
[docs]class QD7(ValidityPeriodContained):
"""The validity period of the quota definition must be spanned by one of the
validity periods of the referenced quota order number."""
# "one of the validity periods" suggests an order number can have more than one
# validity period, but this is not true. QD7 mirrors ON8, to check the same
# constraint whether adding a quota definition or an order number.
container_field_name = "order_number"
[docs]class QD8(ValidityPeriodContained):
"""The validity period of the monetary unit code must span the validity
period of the quota definition."""
container_field_name = "monetary_unit"
[docs]class QD10(ValidityPeriodContained):
"""The validity period measurement unit code must span the validity period
of the quota definition."""
container_field_name = "measurement_unit"
[docs]class QD11(ValidityPeriodContained):
"""The validity period of the measurement unit qualifier code must span the
validity period of the quota definition."""
container_field_name = "measurement_unit_qualifier"
[docs]class PreventQuotaDefinitionDeletion(BusinessRule):
"""
A Quota Definition cannot be deleted once the start date is in the past.
The Quota Definition may be end-dated instead.
"""
[docs] def validate(self, quota_definition):
if quota_definition.update_type == UpdateType.DELETE:
if quota_definition.valid_between.lower <= date.today():
raise self.violation(quota_definition)
[docs]class QuotaAssociationMustReferToANonDeletedSubQuota(
PreventDeletingLinkedQuotaDefinitions,
):
"""A Quota Association must refer to a non-deleted sub-quota."""
sid_prefix = "sub_quota__"
def get_relation_model(self, quota_definition):
return quota_definition.sub_quota_associations.model
[docs]class QuotaSuspensionMustReferToANonDeletedQuotaDefinition(
PreventDeletingLinkedQuotaDefinitions,
):
"""A Quota Suspension must refer to a non-deleted Quota Definition."""
def get_relation_model(self, quota_definition):
return quota_definition.quotasuspension_set.model
[docs]class QuotaBlockingPeriodMustReferToANonDeletedQuotaDefinition(
PreventDeletingLinkedQuotaDefinitions,
):
"""A Quota Blocking Period must refer to a non-deleted Quota Definition."""
def get_relation_model(self, quota_definition):
return quota_definition.quotablocking_set.model
[docs]class OverlappingQuotaDefinition(BusinessRule):
"""There may be no overlap in time of two quota definitions with the same
quota order number id."""
[docs] def validate(self, quota_definition):
potential_quota_definition_matches = (
type(quota_definition)
.objects.approved_up_to_transaction(
quota_definition.transaction,
)
.filter(
order_number=quota_definition.order_number,
valid_between__overlap=quota_definition.valid_between,
)
.exclude(sid=quota_definition.sid)
)
if potential_quota_definition_matches.exists():
for potential_quota_definition in potential_quota_definition_matches:
if (
potential_quota_definition
== potential_quota_definition.current_version
):
raise self.violation(quota_definition)
[docs]class VolumeAndInitialVolumeMustMatch(BusinessRule):
"""
Unless it is the main quota in a quota association, a definition's volume
and initial_volume values should always be the same.
the exception is when we are updating quotas in the current period, these
can have differing vol and initial vol
"""
[docs] def validate(self, quota_definition):
if quota_definition.valid_between.lower < datetime.date.today():
return True
if quota_definition.sub_quota_associations.approved_up_to_transaction(
self.transaction,
).exists():
return True
if quota_definition.volume != quota_definition.initial_volume:
raise self.violation(quota_definition)
[docs]class QA1(UniqueIdentifyingFields):
"""The association between two quota definitions must be unique."""
[docs]class QA2(ValidityPeriodContained):
"""The sub-quota's validity period must be entirely enclosed within the
validity period of the main quota."""
container_field_name = "main_quota"
contained_field_name = "sub_quota"
[docs]def check_QA2_dict(sub_definition_valid_between, main_definition_valid_between):
"""Confirms data is compliant with QA2."""
if main_definition_valid_between.upper:
return (
sub_definition_valid_between.lower >= main_definition_valid_between.lower
) and (
sub_definition_valid_between.upper <= main_definition_valid_between.upper
)
else:
return sub_definition_valid_between.lower >= main_definition_valid_between.lower
[docs]class QA3(BusinessRule):
"""
When converted to the measurement unit of the main quota, the volume of a
sub-quota must always be lower than or equal to the volume of the main
quota.
(The wording of this rule implies that quotas with different units can be
linked together and there is no business rule that prevents this from
happening. However, historically there have been no quotas where the units
have been different and we should maintain this going forward as the system
has no conversion ratios or other way of relating units to each other.)
"""
[docs] def validate(self, association):
main = association.main_quota
sub = association.sub_quota
if not check_QA3_dict(
main_definition_unit=main.measurement_unit,
sub_definition_unit=sub.measurement_unit,
main_definition_volume=main.volume,
sub_definition_volume=sub.volume,
main_initial_volume=main.initial_volume,
sub_initial_volume=sub.initial_volume,
):
raise self.violation(association)
[docs]def check_QA3_dict(
main_definition_unit,
sub_definition_unit,
main_definition_volume,
sub_definition_volume,
sub_initial_volume,
main_initial_volume,
):
"""Confirms data is compliant with QA3 See note above about changing the
unit types."""
return (
main_definition_unit == sub_definition_unit
and sub_definition_volume <= main_definition_volume
and sub_initial_volume <= main_initial_volume
)
[docs]class QA4(BusinessRule):
"""
Whenever a sub-quota receives a coefficient, this has to be a strictly
positive decimal number.
When it is not specified a value 1 is always assumed.
"""
[docs] def validate(self, association):
if not check_QA4_dict(association.coefficient):
raise self.violation(association)
def check_QA4_dict(coefficient):
return coefficient > 0
[docs]class QA5(BusinessRule):
"""
Whenever a sub-quota is defined with the 'equivalent' type, it must have the
same volume as the ones associated with the parent quota.
Moreover it must be defined with a coefficient not equal to 1. A sub-quota
defined with the 'normal' type must have a coefficient of 1.
"""
[docs] def validate(self, association):
if association.sub_quota_relation_type == SubQuotaType.EQUIVALENT:
if not check_QA5_equivalent_coefficient(association.coefficient):
raise self.violation(
model=association,
message=(
"A sub-quota defined with the 'equivalent' type must have a "
"coefficient not equal to 1"
),
)
if (
association.main_quota.sub_quotas.values("volume")
.order_by("volume")
.distinct("volume")
.count()
> 1
):
raise self.violation(
model=association,
message=(
"Whenever a sub-quota is defined with the 'equivalent' type, it "
"must have the same volume as the ones associated with the "
"parent quota."
),
)
elif association.sub_quota_relation_type == SubQuotaType.NORMAL:
if not check_QA5_normal_coefficient(association.coefficient):
raise self.violation(
model=association,
message=(
"A sub-quota defined with the 'normal' type must have a coefficient "
"equal to 1"
),
)
def check_QA5_equivalent_coefficient(coefficient):
return coefficient != Decimal("1.000")
def check_QA5_equivalent_volumes(original_definition, initial_volume):
existing_initial_volumes = original_definition.sub_quotas.current().values(
"initial_volume",
)
if existing_initial_volumes.distinct().count() == 1:
return existing_initial_volumes[0]["initial_volume"] == initial_volume
elif existing_initial_volumes.distinct().count() < 1:
return True
return False
def check_QA5_normal_coefficient(coefficient):
return Decimal(coefficient) == Decimal("1.000")
[docs]class QA6(BusinessRule):
"""Sub-quotas associated with the same main quota must have the same
relation type."""
[docs] def validate(self, association):
if not check_QA6_dict(
association.main_quota,
association.sub_quota_relation_type,
association.transaction,
):
raise self.violation(association)
[docs]def check_QA6_dict(main_quota, new_relation_type, transaction=None):
"""
Confirms the provided data is compliant with the above business rule.
The above test will be re-run so as to separate historic violations, which
will require TAP to fix, from a user trying to introduce a new violation.
Because the business rule should have been checked and there should only be
one type, we can check the new type against any one of the old type
"""
relation_type = (
main_quota.sub_quota_associations.approved_up_to_transaction(
transaction,
)
.values("sub_quota_relation_type")
.order_by("sub_quota_relation_type")
.distinct()
)
if relation_type.count() == 0:
return True
elif relation_type.count() == 1:
return relation_type[0]["sub_quota_relation_type"] == new_relation_type
else:
return False
[docs]class SameMainAndSubQuota(BusinessRule):
"""A quota association may only exist between two distinct quota
definitions."""
[docs] def validate(self, association):
if association.main_quota.sid == association.sub_quota.sid:
raise self.violation(association)
[docs]class BlockingOnlyOfFCFSQuotas(BusinessRule):
"""Blocking periods are only applicable to FCFS quotas."""
[docs] def validate(self, blocking):
if (
blocking.quota_definition.order_number.mechanism
!= AdministrationMechanism.FCFS
):
raise self.violation(blocking)
[docs]class QBP2(BusinessRule):
"""The start date of the quota blocking period must be later than or equal
to the start date of the quota validity period."""
[docs] def validate(self, blocking):
if blocking.valid_between.lower < blocking.quota_definition.valid_between.lower:
raise self.violation(blocking)
[docs]class SuspensionsOnlyToFCFSQuotas(BusinessRule):
"""Quota suspensions are only applicable to First Come First Served
quotas."""
[docs] def validate(self, suspension):
if (
suspension.quota_definition.order_number.mechanism
!= AdministrationMechanism.FCFS
):
raise self.violation(suspension)
[docs]class QSP2(ValidityPeriodContained):
"""The validity period of the quota must span the quota suspension
period."""
container_field_name = "quota_definition"