From 1d44b3b6e0574338628c44e2c717d792b5d0e81c Mon Sep 17 00:00:00 2001 From: Nikhil Garg Date: Tue, 3 Dec 2024 17:42:39 -0800 Subject: [PATCH] examples: add plaid report based read side features --- examples/plaid/__init__.py | 0 examples/plaid/commit.py | 12 + examples/plaid/features.py | 96 + examples/plaid/mini.json | 209 + examples/plaid/query.py | 59 + examples/plaid/sample.json | 36677 +++++++++++++++++++++++++++++ fennel/featuresets/featureset.py | 2 +- 7 files changed, 37054 insertions(+), 1 deletion(-) create mode 100644 examples/plaid/__init__.py create mode 100644 examples/plaid/commit.py create mode 100644 examples/plaid/features.py create mode 100644 examples/plaid/mini.json create mode 100644 examples/plaid/query.py create mode 100644 examples/plaid/sample.json diff --git a/examples/plaid/__init__.py b/examples/plaid/__init__.py new file mode 100644 index 000000000..e69de29bb diff --git a/examples/plaid/commit.py b/examples/plaid/commit.py new file mode 100644 index 000000000..334f27b0f --- /dev/null +++ b/examples/plaid/commit.py @@ -0,0 +1,12 @@ +from features import PlaidReport + +TOKEN = "9nWHJMVT6YyaImFotfdCzhzHD30WE3ywh3CQIF0_zUU" +URL = "https://hoang.aws.fennel.ai/" +BRANCH = "plaid_test" + +if __name__ == "__main__": + from fennel.client import Client + + client = Client(url=URL, token=TOKEN) + client.checkout(BRANCH, init=True) + client.commit("add plaid report features", featuresets=[PlaidReport]) diff --git a/examples/plaid/features.py b/examples/plaid/features.py new file mode 100644 index 000000000..6af1e0d00 --- /dev/null +++ b/examples/plaid/features.py @@ -0,0 +1,96 @@ +from fennel.featuresets import featureset, feature as F +from fennel.lib import meta +from fennel.lib.schema import struct +from typing import Optional, List +from datetime import datetime +from fennel.expr import col, var, lit + + +__owner__ = "aditya@fennel.ai" + + +@struct +class CreditCategory: + detailed: str + primary: str + + +@struct +class Transaction: + transaction_id: str + account_id: str + amount: float + + account_owner: Optional[str] + check_number: Optional[str] + credit_category: Optional[CreditCategory] + date: Optional[datetime] + date_posted: Optional[datetime] + date_transacted: Optional[datetime] + iso_currency_code: Optional[str] + merchant_name: Optional[str] + original_description: Optional[str] + unofficial_currency_code: Optional[str] + + +@featureset +class PlaidReport: + payload: str + transactions: List[Transaction] = F( + col("payload") + .str.json_extract("$.report.items[0].accounts[0].transactions") + .fillnull("[]") + .str.parse(List[Transaction]), + version=3, + ) + + num_transactions: int = F(col("transactions").list.len()) + + ecommerce_txns: List[Transaction] = F( + col("transactions").list.filter( + "t", + lit("amazon|walmart|target|bestbuy").str.contains( + var("t").struct.get("merchant_name").fillnull("Unknown") + ), + ), + version=1, + ) + num_ecomerce_txns: int = F(col("ecommerce_txns").list.len()) + any_ecomerce_txn: bool = F(col("ecommerce_txns").list.len() > 0) + total_ecomerce_spend: float = F( + col("ecommerce_txns").list.map("t", var("t").struct.get("amount")).sum() + ) + + atm_txns: List[Transaction] = F( + col("transactions").list.filter( + "t", + var("t") + .struct.get("credit_category") + .struct.get("primary") + .fillnull("Unknown") + == lit("ATM"), + ), + version=1, + ) + num_atm_txns: int = F(col("atm_txns").list.len()) + any_atm_txn: bool = F(col("atm_txns").list.len() > 0) + total_atm_spend: float = F( + col("atm_txns").list.map("t", var("t").struct.get("amount")).sum() + ) + + retail_txns: List[Transaction] = F( + col("transactions").list.filter( + "t", + var("t") + .struct.get("credit_category") + .struct.get("primary") + .fillnull("Unknown") + == lit("RETAIL"), + ), + version=1, + ) + num_retail_txns: int = F(col("retail_txns").list.len()) + any_retail_txn: bool = F(col("retail_txns").list.len() > 0) + total_retail_spend: float = F( + col("retail_txns").list.map("t", var("t").struct.get("amount")).sum() + ) diff --git a/examples/plaid/mini.json b/examples/plaid/mini.json new file mode 100644 index 000000000..647712051 --- /dev/null +++ b/examples/plaid/mini.json @@ -0,0 +1,209 @@ +{ + "report": { + "date_generated": "2024-07-16T01:52:42.912331716Z", + "days_requested": 365, + "items": [ + { + "accounts": [ + { + "transactions": [ + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 37.07, + "check_number": null, + "credit_category": { + "detailed": "GENERAL_MERCHANDISE_ONLINE_MARKETPLACES", + "primary": "GENERAL_MERCHANDISE" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "Amazon", + "original_description": "AMZN Mktp US*11111111 Amzn.com/bill WA AM", + "pending": false, + "transaction_id": "XA7ZLy8rXzt7D3j9B6LMIgv5VxyQkAhbKjzmp", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 51.61, + "check_number": null, + "credit_category": { + "detailed": "DINING_DINING", + "primary": "DINING" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "Domino's", + "original_description": "DOMINO's XXXX 111-222-3333", + "pending": false, + "transaction_id": "VEPeMbWqRluPVZLQX4MDUkKRw41Ljzf9gyLBW", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 7.55, + "check_number": null, + "credit_category": { + "detailed": "GENERAL_MERCHANDISE_FURNITURE_AND_HARDWARE", + "primary": "GENERAL_MERCHANDISE" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": "Chicago", + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "IKEA", + "original_description": "IKEA CHICAGO", + "pending": false, + "transaction_id": "6GQZARgvroCAE1eW5wpQT7w3oB6nvzi8DKMBa", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 44.21, + "check_number": null, + "credit_category": { + "detailed": "DINING_DINING", + "primary": "DINING" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": null, + "original_description": "POKE BROS * POKE BRO IL", + "pending": false, + "transaction_id": "RpdN7W8GmRSdjZB9Jm7ATj4M86vdnktapkrgL", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 36.82, + "check_number": null, + "credit_category": { + "detailed": "GENERAL_MERCHANDISE_DISCOUNT_STORES", + "primary": "GENERAL_MERCHANDISE" + }, + "date": "2024-07-13", + "date_posted": "2024-07-13T00:00:00Z", + "date_transacted": "2024-07-13", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "Family Dollar", + "original_description": "FAMILY DOLLAR", + "pending": false, + "transaction_id": "5AeQWvo5KLtAD9wNL68PTdAgPE7VNWf5Kye1G", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 54.24, + "check_number": null, + "credit_category": { + "detailed": "FOOD_RETAIL_GROCERIES", + "primary": "FOOD_RETAIL" + }, + "date": "2024-07-15", + "date_posted": "2024-07-15T00:00:00Z", + "date_transacted": "2024-07-15", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": "Portland", + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": "OR", + "state": "OR", + "store_number": "1111", + "zip": null + }, + "merchant_name": "Safeway", + "original_description": "SAFEWAY #1111 PORTLAND OR 111111", + "pending": false, + "transaction_id": "P13aP8b7nmS3WQoxg1PMsdvMK679RNfo65B4G", + "unofficial_currency_code": null + } + ] + } + ], + "date_last_updated": "2024-07-16T01:52:42.912331716Z", + "institution_id": "ins_109512", + "institution_name": "Houndstooth Bank", + "item_id": "NZzx4oRPkAHzyRekpG4PTZkDNkQW93tWnyGeA" + } + ], + "report_id": "f3bb434f-1c9b-4ef2-b76c-3d1fd08156ec" + }, + "warnings": [], + "request_id": "FibfL8t3s71KJnj" +} \ No newline at end of file diff --git a/examples/plaid/query.py b/examples/plaid/query.py new file mode 100644 index 000000000..1278b583f --- /dev/null +++ b/examples/plaid/query.py @@ -0,0 +1,59 @@ +from fennel.client import Client +import threading +import pandas as pd +import time +import json +from typing import Any +from features import PlaidReport + +TOKEN = "9nWHJMVT6YyaImFotfdCzhzHD30WE3ywh3CQIF0_zUU" +URL = "https://hoang.aws.fennel.ai/" +BRANCH = "plaid_test" + + +def read_json(path: str) -> Any: + with open(path, "r") as f: + return f.read() + + +def traffic(t: int): + client = Client(url=URL, token=TOKEN) + client.checkout(BRANCH) + payload = read_json("sample.json") + print(f"Thread {t} started") + n = 0 + while True: + if n % 100 == 0: + print(f"Thread {t} processing {n} requests") + once(client, payload) + n += 1 + + +def once(client: Client, payload: str): + start = time.time() + df = client.query( + inputs=[PlaidReport.payload], + outputs=[ + PlaidReport.num_transactions, + PlaidReport.num_ecomerce_txns, + PlaidReport.total_ecomerce_spend, + PlaidReport.any_ecomerce_txn, + PlaidReport.num_atm_txns, + PlaidReport.total_atm_spend, + PlaidReport.any_atm_txn, + PlaidReport.num_retail_txns, + PlaidReport.total_retail_spend, + PlaidReport.any_retail_txn, + ], + input_dataframe=pd.DataFrame({"PlaidReport.payload": [payload]}), + ) + end = time.time() + print(df) + print(f"Time taken: {end - start} seconds") + + +if __name__ == "__main__": + client = Client(url=URL, token=TOKEN) + client.checkout(BRANCH) + payload = read_json("sample.json") + once(client, payload) diff --git a/examples/plaid/sample.json b/examples/plaid/sample.json new file mode 100644 index 000000000..7b4515e01 --- /dev/null +++ b/examples/plaid/sample.json @@ -0,0 +1,36677 @@ +{ + "report": { + "date_generated": "2024-07-16T01:52:42.912331716Z", + "days_requested": 365, + "items": [ + { + "accounts": [ + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_insights": { + "average_days_between_transactions": 0.15, + "average_inflow_amount": [ + { + "end_date": "2024-07-31", + "start_date": "2024-07-01", + "total_amount": { + "amount": -1077.93, + "iso_currency_code": "USD", + "unofficial_currency_code": null + } + } + ], + "average_inflow_amounts": [ + { + "end_date": "2024-07-31", + "start_date": "2024-07-01", + "total_amount": { + "amount": -1077.93, + "iso_currency_code": "USD", + "unofficial_currency_code": null + } + }, + { + "end_date": "2024-08-31", + "start_date": "2024-08-01", + "total_amount": { + "amount": -1076.93, + "iso_currency_code": "USD", + "unofficial_currency_code": null + } + } + ], + "average_outflow_amount": [ + { + "end_date": "2024-07-31", + "start_date": "2024-07-01", + "total_amount": { + "amount": 34.95, + "iso_currency_code": "USD", + "unofficial_currency_code": null + } + } + ], + "average_outflow_amounts": [ + { + "end_date": "2024-07-31", + "start_date": "2024-07-01", + "total_amount": { + "amount": 34.95, + "iso_currency_code": "USD", + "unofficial_currency_code": null + } + }, + { + "end_date": "2024-08-31", + "start_date": "2024-08-01", + "total_amount": { + "amount": 0, + "iso_currency_code": "USD", + "unofficial_currency_code": null + } + } + ], + "days_available": 365, + "longest_gap_between_transactions": [ + { + "days": 1, + "end_date": "2024-07-31", + "start_date": "2024-07-01" + } + ], + "longest_gaps_between_transactions": [ + { + "days": 1, + "end_date": "2024-07-31", + "start_date": "2024-07-01" + }, + { + "days": 2, + "end_date": "2024-08-31", + "start_date": "2024-08-01" + } + ], + "most_recent_transaction_date": "2024-07-16", + "number_of_days_no_transactions": 0, + "number_of_inflows": [ + { + "count": 1, + "end_date": "2024-07-31", + "start_date": "2024-07-01" + } + ], + "number_of_outflows": [ + { + "count": 27, + "end_date": "2024-07-31", + "start_date": "2024-07-01" + } + ], + "oldest_transaction_date": "2024-07-12" + }, + "balances": { + "available": 5000, + "average_balance": 4956.12, + "average_monthly_balances": [ + { + "average_balance": { + "amount": 4956.12, + "iso_currency_code": "USD", + "unofficial_currency_code": null + }, + "end_date": "2024-07-31", + "start_date": "2024-07-01" + } + ], + "current": 5000, + "iso_currency_code": "USD", + "limit": null, + "most_recent_thirty_day_average_balance": 4956.125, + "unofficial_currency_code": null + }, + "consumer_disputes": [], + "days_available": 365, + "mask": "1208", + "metadata": { + "start_date": "2024-01-01", + "end_date": "2024-07-16" + }, + "name": "Checking", + "official_name": "Plaid checking", + "owners": [ + { + "addresses": [ + { + "data": { + "city": "Malakoff", + "country": "US", + "postal_code": "14236", + "region": "NY", + "street": "2992 Cameron Road" + }, + "primary": true + }, + { + "data": { + "city": "San Matias", + "country": "US", + "postal_code": "93405-2255", + "region": "CA", + "street": "2493 Leisure Lane" + }, + "primary": false + } + ], + "emails": [ + { + "data": "accountholder0@example.com", + "primary": true, + "type": "primary" + }, + { + "data": "accountholder1@example.com", + "primary": false, + "type": "secondary" + }, + { + "data": "extraordinarily.long.email.username.123456@reallylonghostname.com", + "primary": false, + "type": "other" + } + ], + "names": [ + "Alberta Bobbeth Charleson" + ], + "phone_numbers": [ + { + "data": "+1 111-555-3333", + "primary": false, + "type": "home" + }, + { + "data": "+1 111-555-4444", + "primary": false, + "type": "work" + }, + { + "data": "+1 111-555-5555", + "primary": false, + "type": "mobile" + } + ] + } + ], + "ownership_type": null, + "subtype": "checking", + "transactions": [ + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 37.07, + "check_number": null, + "credit_category": { + "detailed": "GENERAL_MERCHANDISE_ONLINE_MARKETPLACES", + "primary": "GENERAL_MERCHANDISE" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "Amazon", + "original_description": "AMZN Mktp US*11111111 Amzn.com/bill WA AM", + "pending": false, + "transaction_id": "XA7ZLy8rXzt7D3j9B6LMIgv5VxyQkAhbKjzmp", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 51.61, + "check_number": null, + "credit_category": { + "detailed": "DINING_DINING", + "primary": "DINING" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "Domino's", + "original_description": "DOMINO's XXXX 111-222-3333", + "pending": false, + "transaction_id": "VEPeMbWqRluPVZLQX4MDUkKRw41Ljzf9gyLBW", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 7.55, + "check_number": null, + "credit_category": { + "detailed": "GENERAL_MERCHANDISE_FURNITURE_AND_HARDWARE", + "primary": "GENERAL_MERCHANDISE" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": "Chicago", + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": "IKEA", + "original_description": "IKEA CHICAGO", + "pending": false, + "transaction_id": "6GQZARgvroCAE1eW5wpQT7w3oB6nvzi8DKMBa", + "unofficial_currency_code": null + }, + { + "account_id": "NZzx4oRPkAHzyRekpG4PTZkoGpNAR4uypaj1E", + "account_owner": null, + "amount": 12.87, + "check_number": null, + "credit_category": { + "detailed": "GENERAL_MERCHANDISE_SPORTING_GOODS", + "primary": "GENERAL_MERCHANDISE" + }, + "date": "2024-07-12", + "date_posted": "2024-07-12T00:00:00Z", + "date_transacted": "2024-07-12", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": "Redlands", + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": "CA", + "state": "CA", + "store_number": null, + "zip": null 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"2024-07-16", + "iso_currency_code": "USD", + "location": { + "address": null, + "city": null, + "country": null, + "lat": null, + "lon": null, + "postal_code": null, + "region": null, + "state": null, + "store_number": null, + "zip": null + }, + "merchant_name": null, + "original_description": "The Press Club", + "pending": false, + "transaction_id": "ZnQ1ovqBldSQ6GzRbroAHLdQP68BrKceqmAjX", + "unofficial_currency_code": null + } + ], + "type": "depository" + } + ], + "date_last_updated": "2024-07-16T01:52:42.912331716Z", + "institution_id": "ins_109512", + "institution_name": "Houndstooth Bank", + "item_id": "NZzx4oRPkAHzyRekpG4PTZkDNkQW93tWnyGeA" + } + ], + "report_id": "f3bb434f-1c9b-4ef2-b76c-3d1fd08156ec" + }, + "warnings": [], + "request_id": "FibfL8t3s71KJnj" +} \ No newline at end of file diff --git a/fennel/featuresets/featureset.py b/fennel/featuresets/featureset.py index 7cf6831ec..7a5742d56 100644 --- a/fennel/featuresets/featureset.py +++ b/fennel/featuresets/featureset.py @@ -610,7 +610,7 @@ def _get_expression_extractors(self) -> List[Extractor]: extractor.inputs = inputs input_types = {inp.name: inp.dtype for inp in inputs} computed_dtype = expr.typeof(input_types) - if computed_dtype != feature.dtype: + if not expr.matches_type(feature.dtype, input_types): # type: ignore raise TypeError( f"expression '{expr}' for feature '{feature.name}' is of type '{dtype_to_string(feature.dtype)}' not '{dtype_to_string(computed_dtype)}'" )