fat_period 1.0.0
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- checksums.yaml +7 -0
- data/.gitignore +12 -0
- data/.rspec +2 -0
- data/.travis.yml +5 -0
- data/Gemfile +4 -0
- data/README.md +36 -0
- data/Rakefile +6 -0
- data/bin/console +13 -0
- data/bin/setup +8 -0
- data/fat_period.gemspec +31 -0
- data/lib/fat_period/date.rb +31 -0
- data/lib/fat_period/period.rb +785 -0
- data/lib/fat_period/version.rb +3 -0
- data/lib/fat_period.rb +3 -0
- metadata +160 -0
checksums.yaml
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data/.gitignore
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data/.rspec
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data/.travis.yml
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data/Gemfile
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data/README.md
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# FatPeriod
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Welcome to your new gem! In this directory, you'll find the files you need to be able to package up your Ruby library into a gem. Put your Ruby code in the file `lib/fat_period`. To experiment with that code, run `bin/console` for an interactive prompt.
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TODO: Delete this and the text above, and describe your gem
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## Installation
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Add this line to your application's Gemfile:
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```ruby
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gem 'fat_period'
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```
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And then execute:
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$ bundle
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Or install it yourself as:
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$ gem install fat_period
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## Usage
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TODO: Write usage instructions here
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## Development
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After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
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To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and tags, and push the `.gem` file to [rubygems.org](https://rubygems.org).
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## Contributing
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Bug reports and pull requests are welcome on GitHub at https://github.com/Daniel E. Doherty/fat_period.
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data/Rakefile
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data/bin/console
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#!/usr/bin/env ruby
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require 'bundler/setup'
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require 'fat_period'
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require 'pry'
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# You can add fixtures and/or initialization code here to make experimenting
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# with your gem easier. You can also use a different console, if you like.
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@dd1 = Date.parse('2016-01-31')
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@dd2 = Date.parse('2016-01-30')
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@dd3 = Date.parse('2016-01-29')
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Pry.start
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data/bin/setup
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data/fat_period.gemspec
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# coding: utf-8
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lib = File.expand_path('../lib', __FILE__)
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$LOAD_PATH.unshift(lib) unless $LOAD_PATH.include?(lib)
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require 'fat_period/version'
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Gem::Specification.new do |spec|
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spec.name = 'fat_period'
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spec.version = FatPeriod::VERSION
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spec.authors = ['Daniel E. Doherty']
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spec.email = ['ded-law@ddoherty.net']
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spec.summary = %q{Implements a Period class as a Range of Dates.}
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spec.homepage = 'https://github.com/ddoherty03/fat_period'
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spec.files = `git ls-files -z`.split("\x0").reject do |f|
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f.match(%r{^(test|spec|features)/})
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end
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# Don't install any executables.
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# spec.bindir = 'bin'
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# spec.executables = spec.files.grep(%r{^bin/}) { |f| File.basename(f) }
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spec.require_paths = ['lib']
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spec.add_development_dependency 'bundler', '~> 1.14'
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spec.add_development_dependency 'rake', '~> 10.0'
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spec.add_development_dependency 'rspec', '~> 3.0'
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spec.add_development_dependency 'pry'
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spec.add_development_dependency 'pry-doc'
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spec.add_development_dependency 'pry-byebug'
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spec.add_runtime_dependency 'fat_core', '~> 4.0', '>= 4.1'
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end
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require 'date'
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module FatPeriod
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# An extension of Date for methods useful with respect to FatPeriod::Periods.
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module Date
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# Return the Period of the given chunk size that contains this Date. Chunk
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# can be one of :year, :half, :quarter, :bimonth, :month, :semimonth,
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# :biweek, :week, or :day.
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#
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# @example
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# date = Date.parse('2015-06-13')
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# date.expand_to_period(:week) #=> Period(2015-06-08..2015-06-14)
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# date.expand_to_period(:semimonth) #=> Period(2015-06-01..2015-06-15)
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# date.expand_to_period(:quarter) #=> Period(2015-04-01..2015-06-30)
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#
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# @param chunk [Symbol] one of :year, :half, :quarter, :bimonth, :month,
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# :semimonth, :biweek, :week, or :day
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# @return [Period] Period of size `chunk` containing self
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def expand_to_period(chunk)
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require 'fat_period'
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Period.new(beginning_of_chunk(chunk), end_of_chunk(chunk))
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end
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end
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end
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# An extension Date for methods useful with respect to FatPeriod::Periods.
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class Date
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include FatPeriod::Date
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# @!parse include FatPeriod::Date
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# @!parse extend FatPeriod::Date::ClassMethods
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end
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# -*- coding: utf-8 -*-
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require 'fat_core/date'
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require 'fat_core/range'
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require 'fat_core/string'
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class Period
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# Return the first Date of the Period
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#
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# @return [Date]
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attr_reader :first
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# Return the last Date of the Period
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#
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# @return [Date]
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attr_reader :last
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# @group Construction
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#
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# Return a new Period from the Date `first` to the Date `last` inclusive. Both
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# parameters can be either a Date object or a String that can be parsed as a
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# valid Date with `Date.parse`.
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#
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# @param first [Date, String] first date of Period
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# @param last [Date, String] last date of Period
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# @raise [ArgumentError] if string is not parseable as a Date or
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# @raise [ArgumentError] if first date is later than last date
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# @return [Period]
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def initialize(first, last)
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if first.is_a?(Date)
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@first = first
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elsif first.respond_to?(:to_s)
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begin
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@first = Date.parse(first.to_s)
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rescue ArgumentError => ex
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if ex.message =~ /invalid date/
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raise ArgumentError, "you gave an invalid date '#{first}'"
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else
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raise
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end
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end
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else
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raise ArgumentError, 'use Date or String to initialize Period'
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end
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if last.is_a?(Date)
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@last = last
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elsif last.respond_to?(:to_s)
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begin
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@last = Date.parse(last.to_s)
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rescue ArgumentError => ex
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if ex.message =~ /invalid date/
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raise ArgumentError, "you gave an invalid date '#{last}'"
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else
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raise
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end
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end
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else
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raise ArgumentError, 'use Date or String to initialize Period'
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end
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if @first > @last
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raise ArgumentError, "Period's first date is later than its last date"
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end
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end
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# These need to come after initialize is defined
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# Period from commercial beginning of time to today
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TO_DATE = Period.new(Date::BOT, Date.current)
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# Period from commercial beginning of time to commercial end of time.
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FOREVER = Period.new(Date::BOT, Date::EOT)
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# @group Conversion
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# Convert this Period to a Range.
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#
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# @return [Range]
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def to_range
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(first..last)
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end
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# Return a string representing this Period using compact format for years,
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# halves, quarters, or months that represent a whole period; otherwise, just
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# format the period as 'YYYY-MM-DD to YYYY-MM-DD'.
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#
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# @example
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# Period.new('2016-01-01', '2016-03-31') #=> '2016-1Q'
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# Period.new('2016-01-01', '2016-12-31') #=> '2016'
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# Period.new('2016-01-01', '2016-11-30') #=> '2016-01-01 to 2016-11-30'
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#
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# @return [String] concise representation of Period
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def to_s
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if first.beginning_of_year? && last.end_of_year? && first.year == last.year
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first.year.to_s
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elsif first.beginning_of_half? &&
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last.end_of_half? &&
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first.year == last.year &&
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first.half == last.half
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"#{first.year}-#{first.half}H"
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elsif first.beginning_of_quarter? &&
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last.end_of_quarter? &&
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first.year == last.year &&
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first.quarter == last.quarter
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"#{first.year}-#{first.quarter}Q"
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elsif first.beginning_of_month? &&
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last.end_of_month? &&
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first.year == last.year &&
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first.month == last.month
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"#{first.year}-%02d" % first.month
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else
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"#{first.iso} to #{last.iso}"
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end
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end
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# A concise way to print out Periods for inspection as
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# 'Period(YYYY-MM-DD..YYYY-MM-DD)'.
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#
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# @return [String]
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def inspect
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"Period(#{first.iso}..#{last.iso})"
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end
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# Allow erb documents can directly interpolate ranges
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def tex_quote
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"#{first.iso}--#{last.iso}"
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end
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include Comparable
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# @group Comparison
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#
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# Comparable base: periods are compared by first, then by last and are equal
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# only if their first and last dates are equal. Sorting will be by first date,
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# then last, so periods starting on the same date will sort from smallest to
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# largest.
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#
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# @param other [Period] @return [Integer] -1 if self < other; 0 if self ==
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# other; 1 if self > other
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def <=>(other)
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return nil unless other.is_a?(Period)
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[first, last] <=> [other.first, other.last]
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end
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# Comparable does not include this.
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def !=(other)
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!(self == other)
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end
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# Return whether this Period contains the given date.
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#
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# @param date [Date] date to test
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# @return [Boolean] is the given date within this Period?
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def contains?(date)
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date = date.to_date if date.respond_to?(:to_date)
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raise ArgumentError, 'argument must be a Date' unless date.is_a?(Date)
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to_range.cover?(date)
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end
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alias === contains?
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include Enumerable
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# @group Enumeration
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# Yield each day in this Period.
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def each
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d = first
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while d <= last
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yield d
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d += 1.day
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end
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end
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# Return an Array of the days in the Period that are trading days on the NYSE.
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# See FatCore::Date for how trading days are determined.
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#
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# @return [Array<Date>] trading days in this period
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def trading_days
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select(&:nyse_workday?)
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end
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# @group Size
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# Return the number of days in the period
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def size
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(last - first + 1).to_i
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end
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alias length size
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alias days size
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# Return the fractional number of months in the period. By default, use the
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# average number of days in a month, but allow the user to override the
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# assumption with a parameter.
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def months(days_in_month = 30.436875)
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(days / days_in_month.to_f).to_f
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end
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# Return the fractional number of years in the period. By default, use the
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# average number of days in a year, but allow the user to override the
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# assumption with a parameter.
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def years(days_in_year = 365.2425)
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(days / days_in_year.to_f).to_f
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end
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# @group Parsing
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#
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# Return a period based on two date specs passed as strings (see
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# `FatCore::Date.parse_spec`), a 'from' and a 'to' spec. The returned period
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# begins on the first day of the period given as the `from` spec and ends on
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# the last day given as the `to` spec. If the to spec is not given or is nil,
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# the from spec is used for both the from- and to-spec.
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#
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# @example
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# Period.parse('2014-11').inspect #=> Period('2014-11-01..2014-11-30')
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# Period.parse('2014-11', '2015-3Q').inspect #=> Period('2014-11-01..2015-09-30')
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# # Assuming this executes in December, 2014
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# Period.parse('last_month', 'this_month').inspect #=> Period('2014-11-01..2014-12-31')
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#
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# @param from [String] spec ala FatCore::Date.parse_spec
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# @param to [String] spec ala FatCore::Date.parse_spec
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# @return [Period] from beginning of `from` to end of `to`
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def self.parse(from, to = nil)
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raise ArgumentError, 'Period.parse missing argument' unless from
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to ||= from
|
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|
+
first = Date.parse_spec(from, :from)
|
227
|
+
second = Date.parse_spec(to, :to)
|
228
|
+
Period.new(first, second) if first && second
|
229
|
+
end
|
230
|
+
|
231
|
+
# Return a period as in `Period.parse` from a String phrase in which the from
|
232
|
+
# spec is introduced with 'from' and, optionally, the to spec is introduced
|
233
|
+
# with 'to'. A phrase with only a to spec is treated the same as one with
|
234
|
+
# only a from spec. If neither 'from' nor 'to' appear in phrase, treat the
|
235
|
+
# whole string as a from spec.
|
236
|
+
#
|
237
|
+
# @example
|
238
|
+
# Period.parse_phrase('from 2014-11 to 2015-3Q') #=> Period('2014-11-01..2015-09-30')
|
239
|
+
# Period.parse_phrase('from 2014-11') #=> Period('2014-11-01..2014-11-30')
|
240
|
+
# Period.parse_phrase('from 2015-3Q') #=> Period('2015-09-01..2015-12-31')
|
241
|
+
# Period.parse_phrase('to 2015-3Q') #=> Period('2015-09-01..2015-12-31')
|
242
|
+
# Period.parse_phrase('2015-3Q') #=> Period('2015-09-01..2015-12-31')
|
243
|
+
#
|
244
|
+
# @param phrase [String] with 'from <spec> to <spec>'
|
245
|
+
# @return [Period] translated from phrase
|
246
|
+
def self.parse_phrase(phrase)
|
247
|
+
phrase = phrase.clean
|
248
|
+
if phrase =~ /\Afrom (.*) to (.*)\z/
|
249
|
+
from_phrase = $1
|
250
|
+
to_phrase = $2
|
251
|
+
elsif phrase =~ /\Afrom (.*)\z/
|
252
|
+
from_phrase = $1
|
253
|
+
to_phrase = nil
|
254
|
+
elsif phrase =~ /\Ato (.*)\z/
|
255
|
+
from_phrase = $1
|
256
|
+
else
|
257
|
+
from_phrase = phrase
|
258
|
+
to_phrase = nil
|
259
|
+
end
|
260
|
+
parse(from_phrase, to_phrase)
|
261
|
+
end
|
262
|
+
|
263
|
+
# Possibly useful class method to take an array of periods and join all the
|
264
|
+
# contiguous ones, then return an array of the disjoint periods not
|
265
|
+
# contiguous to one another. An array of periods with no gaps should return
|
266
|
+
# an array of only one period spanning all the given periods.
|
267
|
+
#
|
268
|
+
# Return an array of periods that represent the concatenation of all
|
269
|
+
# adjacent periods in the given periods.
|
270
|
+
# def self.meld_periods(*periods)
|
271
|
+
# melded_periods = []
|
272
|
+
# while (this_period = periods.pop)
|
273
|
+
# melded_periods.each do |mp|
|
274
|
+
# if mp.overlaps?(this_period)
|
275
|
+
# melded_periods.delete(mp)
|
276
|
+
# melded_periods << mp.union(this_period)
|
277
|
+
# break
|
278
|
+
# elsif mp.contiguous?(this_period)
|
279
|
+
# melded_periods.delete(mp)
|
280
|
+
# melded_periods << mp.join(this_period)
|
281
|
+
# break
|
282
|
+
# end
|
283
|
+
# end
|
284
|
+
# end
|
285
|
+
# melded_periods
|
286
|
+
# end
|
287
|
+
#
|
288
|
+
# @group Chunking
|
289
|
+
#
|
290
|
+
|
291
|
+
# An Array of the valid Symbols for calendar chunks plus the Symbol :irregular
|
292
|
+
# for other periods.
|
293
|
+
CHUNKS = [
|
294
|
+
:day, :week, :biweek, :semimonth, :month, :bimonth,
|
295
|
+
:quarter, :half, :year, :irregular
|
296
|
+
]
|
297
|
+
|
298
|
+
# An Array of Ranges for the number of days that can be covered by each chunk.
|
299
|
+
CHUNK_RANGE = {
|
300
|
+
day: (1..1), week: (7..7), biweek: (14..14), semimonth: (15..16),
|
301
|
+
month: (28..31), bimonth: (59..62), quarter: (90..92),
|
302
|
+
half: (180..183), year: (365..366)
|
303
|
+
}
|
304
|
+
|
305
|
+
# Return the chunk symbol represented by this period if it covers a single
|
306
|
+
# calendar period; otherwise return :irregular.
|
307
|
+
#
|
308
|
+
# @example
|
309
|
+
# Period.new('2016-02-01', '2016-02-29').chunk_sym #=> :month
|
310
|
+
# Period.new('2016-02-01', '2016-02-28').chunk_sym #=> :irregular
|
311
|
+
# Period.new('2016-02-01', '2017-02-28').chunk_sym #=> :irregular
|
312
|
+
# Period.new('2016-01-01', '2016-03-31').chunk_sym #=> :quarter
|
313
|
+
# Period.new('2016-01-02', '2016-04-01').chunk_sym #=> :irregular
|
314
|
+
#
|
315
|
+
# @return [Symbol]
|
316
|
+
def chunk_sym
|
317
|
+
if first.beginning_of_year? && last.end_of_year? &&
|
318
|
+
CHUNK_RANGE[:year].cover?(size)
|
319
|
+
:year
|
320
|
+
elsif first.beginning_of_half? && last.end_of_half? &&
|
321
|
+
CHUNK_RANGE[:half].cover?(size)
|
322
|
+
:half
|
323
|
+
elsif first.beginning_of_quarter? && last.end_of_quarter? &&
|
324
|
+
CHUNK_RANGE[:quarter].cover?(size)
|
325
|
+
:quarter
|
326
|
+
elsif first.beginning_of_bimonth? && last.end_of_bimonth? &&
|
327
|
+
CHUNK_RANGE[:bimonth].cover?(size)
|
328
|
+
:bimonth
|
329
|
+
elsif first.beginning_of_month? && last.end_of_month? &&
|
330
|
+
CHUNK_RANGE[:month].cover?(size)
|
331
|
+
:month
|
332
|
+
elsif first.beginning_of_semimonth? && last.end_of_semimonth &&
|
333
|
+
CHUNK_RANGE[:semimonth].cover?(size)
|
334
|
+
:semimonth
|
335
|
+
elsif first.beginning_of_biweek? && last.end_of_biweek? &&
|
336
|
+
CHUNK_RANGE[:biweek].cover?(size)
|
337
|
+
:biweek
|
338
|
+
elsif first.beginning_of_week? && last.end_of_week? &&
|
339
|
+
CHUNK_RANGE[:week].cover?(size)
|
340
|
+
:week
|
341
|
+
elsif first == last
|
342
|
+
:day
|
343
|
+
else
|
344
|
+
:irregular
|
345
|
+
end
|
346
|
+
end
|
347
|
+
|
348
|
+
# Return a string name for this period based solely on the number of days in
|
349
|
+
# the period. Any period sufficiently close to 30 days will return the string
|
350
|
+
# 'Month', and any period sufficiently close to 90 days will return 'Quarter'.
|
351
|
+
# However for the shorter periods, periods less than month, no tolerance is
|
352
|
+
# applied. The amount of tolerance for the longer periods can be controlled
|
353
|
+
# with the `tolerance_pct` parameter, which default to 10%. If no calendar
|
354
|
+
# period corresponds to the length of the period, return 'Period'.
|
355
|
+
#
|
356
|
+
# @example
|
357
|
+
# Period.new('2015-05-15', '2015-06-17').chunk_name #=> 'Month' (within 10%)
|
358
|
+
# Period.new('2015-05-15', '2015-06-17').chunk_name(8) #=> 'Period' (but not 8%)
|
359
|
+
#
|
360
|
+
# @param tolerance_pct [Numeric] long period tolerance as a percent, 10 by default
|
361
|
+
# @return [String] the name for this period based solely on the number of days
|
362
|
+
# in the period.
|
363
|
+
def chunk_name(tolerance_pct = 10)
|
364
|
+
case Period.days_to_chunk(length, tolerance_pct)
|
365
|
+
when :year
|
366
|
+
'Year'
|
367
|
+
when :half
|
368
|
+
'Half'
|
369
|
+
when :quarter
|
370
|
+
'Quarter'
|
371
|
+
when :bimonth
|
372
|
+
'Bimonth'
|
373
|
+
when :month
|
374
|
+
'Month'
|
375
|
+
when :semimonth
|
376
|
+
'Semimonth'
|
377
|
+
when :biweek
|
378
|
+
'Biweek'
|
379
|
+
when :week
|
380
|
+
'Week'
|
381
|
+
when :day
|
382
|
+
'Day'
|
383
|
+
else
|
384
|
+
'Period'
|
385
|
+
end
|
386
|
+
end
|
387
|
+
|
388
|
+
# Return the chunk symbol represented by the number of days given, but allow a
|
389
|
+
# deviation from the minimum and maximum number of days for periods larger
|
390
|
+
# than bimonths. The default tolerance is +/-10%, but that can be adjusted. The
|
391
|
+
# reason for allowing a bit of tolerance for the larger periods is that
|
392
|
+
# financial statements meant to cover a given calendar period are often short
|
393
|
+
# or long by a few days due to such things as weekends, holidays, or
|
394
|
+
# accounting convenience. For example, a bank might issuer "monthly"
|
395
|
+
# statements approximately every 30 days, but issue them earlier or later to
|
396
|
+
# avoid having the closing date fall on a weekend or holiday. We still want to
|
397
|
+
# be able to recognize them as "monthly", even though the period covered might
|
398
|
+
# be a few days shorter or longer than any possible calendar month. You can
|
399
|
+
# eliminate this "fudge factor" by setting the `tolerance_pct` to zero. If
|
400
|
+
# the number of days corresponds to none of the defined calendar periods,
|
401
|
+
# return the symbol `:irregular`.
|
402
|
+
#
|
403
|
+
# @example
|
404
|
+
# Period.days_to_chunk(360) #=> :year
|
405
|
+
# Period.days_to_chunk(360, 0) #=> :irregular
|
406
|
+
# Period.days_to_chunk(88) #=> :quarter
|
407
|
+
# Period.days_to_chunk(88, 0) #=> :irregular
|
408
|
+
#
|
409
|
+
# @param days [Integer] the number of days in the period under test
|
410
|
+
# @param tolerance_pct [Numberic] the percent deviation allowed, e.g. 10 => 10%
|
411
|
+
# @return [Symbol] symbol for the period corresponding to days number of days
|
412
|
+
def self.days_to_chunk(days, tolerance_pct = 10)
|
413
|
+
result = :irregular
|
414
|
+
CHUNK_RANGE.each_pair do |chunk, rng|
|
415
|
+
if [:semimonth, :biweek, :week, :day].include?(chunk)
|
416
|
+
# Be strict for shorter periods.
|
417
|
+
if rng.cover?(days)
|
418
|
+
result = chunk
|
419
|
+
break
|
420
|
+
end
|
421
|
+
else
|
422
|
+
# Allow some tolerance for longer periods.
|
423
|
+
min = (rng.first * ((100.0 - tolerance_pct) / 100.0)).floor
|
424
|
+
max = (rng.last * ((100.0 + tolerance_pct) / 100.0)).floor
|
425
|
+
if (min..max).cover?(days)
|
426
|
+
result = chunk
|
427
|
+
break
|
428
|
+
end
|
429
|
+
end
|
430
|
+
end
|
431
|
+
result
|
432
|
+
end
|
433
|
+
|
434
|
+
# Return an array of Periods wholly-contained within self in chunks of size,
|
435
|
+
# defaulting to monthly chunks. Partial chunks at the beginning and end of
|
436
|
+
# self are not included unless `partial_first` or `partial_last`,
|
437
|
+
# respectively, are set true. The last chunk can be made to extend beyond the
|
438
|
+
# end of self to make it a whole chunk if `round_up_last` is set true, in
|
439
|
+
# which case, partial_last is ignored.
|
440
|
+
#
|
441
|
+
# @example
|
442
|
+
# Period.parse('2015').chunks(size: :month) #=>
|
443
|
+
# [Period(2015-01-01..2015-01-31),
|
444
|
+
# Period(2015-02-01..2015-02-28),
|
445
|
+
# Period(2015-03-01..2015-03-31),
|
446
|
+
# Period(2015-04-01..2015-04-30),
|
447
|
+
# Period(2015-05-01..2015-05-31),
|
448
|
+
# Period(2015-06-01..2015-06-30),
|
449
|
+
# Period(2015-07-01..2015-07-31),
|
450
|
+
# Period(2015-08-01..2015-08-31),
|
451
|
+
# Period(2015-09-01..2015-09-30),
|
452
|
+
# Period(2015-10-01..2015-10-31),
|
453
|
+
# Period(2015-11-01..2015-11-30),
|
454
|
+
# Period(2015-12-01..2015-12-31)
|
455
|
+
# ]
|
456
|
+
#
|
457
|
+
# Period.parse('2015').chunks(size: :week) #=>
|
458
|
+
# [Period(2015-01-05..2015-01-11), # Note that first week starts after Jan 1.
|
459
|
+
# Period(2015-01-12..2015-01-18),
|
460
|
+
# Period(2015-01-19..2015-01-25),
|
461
|
+
# Period(2015-01-26..2015-02-01),
|
462
|
+
# ...
|
463
|
+
# Period(2015-12-07..2015-12-13),
|
464
|
+
# Period(2015-12-14..2015-12-20),
|
465
|
+
# Period(2015-12-21..2015-12-27)] # Note that last week ends before Dec 31
|
466
|
+
#
|
467
|
+
# Period.parse('2015').chunks(size: :week, partial_first: true, partial_last: true) #=>
|
468
|
+
# [Period(2015-01-01..2015-01-04), # Note the partial week starting Jan 1
|
469
|
+
# Period(2015-01-05..2015-01-11),
|
470
|
+
# Period(2015-01-12..2015-01-18),
|
471
|
+
# Period(2015-01-19..2015-01-25),
|
472
|
+
# Period(2015-01-26..2015-02-01),
|
473
|
+
# ...
|
474
|
+
# Period(2015-12-07..2015-12-13),
|
475
|
+
# Period(2015-12-14..2015-12-20),
|
476
|
+
# Period(2015-12-21..2015-12-27)
|
477
|
+
# Period(2015-12-28..2015-12-31) # Note partial week ending Dec 31
|
478
|
+
# ]
|
479
|
+
#
|
480
|
+
# Period.parse('2015').chunks(size: :week, partial_first: true, round_up_last: true) #=>
|
481
|
+
# [Period(2015-01-01..2015-01-04), # Note the partial week starting Jan 1
|
482
|
+
# Period(2015-01-05..2015-01-11),
|
483
|
+
# Period(2015-01-12..2015-01-18),
|
484
|
+
# Period(2015-01-19..2015-01-25),
|
485
|
+
# Period(2015-01-26..2015-02-01),
|
486
|
+
# ...
|
487
|
+
# Period(2015-12-07..2015-12-13),
|
488
|
+
# Period(2015-12-14..2015-12-20),
|
489
|
+
# Period(2015-12-21..2015-12-27)
|
490
|
+
# Period(2015-12-28..2016-01-03) # Note full week extending beyond self
|
491
|
+
# ]
|
492
|
+
#
|
493
|
+
# @raise ArgumentError if size of chunks is larger than self or if an invalid
|
494
|
+
# chunk size.
|
495
|
+
# @param size [Symbol] a chunk symbol, :year, :half. :quarter, etc.
|
496
|
+
# @param partial_first [Boolean] allow a period less than a full :size period
|
497
|
+
# as the first period in the returned array.
|
498
|
+
# @param partial_last [Boolean] allow a period less than a full :size period
|
499
|
+
# as the last period in the returned array.
|
500
|
+
# @param round_up_last [Boolean] allow the last period in the returned array
|
501
|
+
# to extend beyond the end of self.
|
502
|
+
# @return [Array<Period>] periods that subdivide self into chunks of size, `size`
|
503
|
+
def chunks(size: :month, partial_first: false, partial_last: false,
|
504
|
+
round_up_last: false)
|
505
|
+
size = size.to_sym
|
506
|
+
unless CHUNKS.include?(size)
|
507
|
+
raise ArgumentError, "unknown chunk size '#{size}'"
|
508
|
+
end
|
509
|
+
if CHUNK_RANGE[size].first > length
|
510
|
+
if partial_first || partial_last
|
511
|
+
return [self]
|
512
|
+
else
|
513
|
+
raise ArgumentError, "any #{size} is longer than this period's #{length} days"
|
514
|
+
end
|
515
|
+
end
|
516
|
+
result = []
|
517
|
+
chunk_start = first.dup
|
518
|
+
while chunk_start <= last
|
519
|
+
case size
|
520
|
+
when :year
|
521
|
+
unless partial_first
|
522
|
+
chunk_start += 1.day until chunk_start.beginning_of_year?
|
523
|
+
end
|
524
|
+
chunk_end = chunk_start.end_of_year
|
525
|
+
when :half
|
526
|
+
unless partial_first
|
527
|
+
chunk_start += 1.day until chunk_start.beginning_of_half?
|
528
|
+
end
|
529
|
+
chunk_end = chunk_start.end_of_half
|
530
|
+
when :quarter
|
531
|
+
unless partial_first
|
532
|
+
chunk_start += 1.day until chunk_start.beginning_of_quarter?
|
533
|
+
end
|
534
|
+
chunk_end = chunk_start.end_of_quarter
|
535
|
+
when :bimonth
|
536
|
+
unless partial_first
|
537
|
+
chunk_start += 1.day until chunk_start.beginning_of_bimonth?
|
538
|
+
end
|
539
|
+
chunk_end = (chunk_start.end_of_month + 1.day).end_of_month
|
540
|
+
when :month
|
541
|
+
unless partial_first
|
542
|
+
chunk_start += 1.day until chunk_start.beginning_of_month?
|
543
|
+
end
|
544
|
+
chunk_end = chunk_start.end_of_month
|
545
|
+
when :semimonth
|
546
|
+
unless partial_first
|
547
|
+
chunk_start += 1.day until chunk_start.beginning_of_semimonth?
|
548
|
+
end
|
549
|
+
chunk_end = chunk_start.end_of_semimonth
|
550
|
+
when :biweek
|
551
|
+
unless partial_first
|
552
|
+
chunk_start += 1.day until chunk_start.beginning_of_biweek?
|
553
|
+
end
|
554
|
+
chunk_end = chunk_start.end_of_biweek
|
555
|
+
when :week
|
556
|
+
unless partial_first
|
557
|
+
chunk_start += 1.day until chunk_start.beginning_of_week?
|
558
|
+
end
|
559
|
+
chunk_end = chunk_start.end_of_week
|
560
|
+
when :day
|
561
|
+
chunk_end = chunk_start
|
562
|
+
else
|
563
|
+
raise ArgumentError, "invalid chunk size '#{size}'"
|
564
|
+
end
|
565
|
+
if chunk_end <= last
|
566
|
+
result << Period.new(chunk_start, chunk_end)
|
567
|
+
elsif round_up_last
|
568
|
+
result << Period.new(chunk_start, chunk_end)
|
569
|
+
elsif partial_last
|
570
|
+
result << Period.new(chunk_start, last)
|
571
|
+
else
|
572
|
+
break
|
573
|
+
end
|
574
|
+
chunk_start = result.last.last + 1.day
|
575
|
+
end
|
576
|
+
result
|
577
|
+
end
|
578
|
+
|
579
|
+
# @group Set operations
|
580
|
+
|
581
|
+
# Is this period contained wholly within or coincident with `other`?
|
582
|
+
#
|
583
|
+
# @example
|
584
|
+
# Period.parse('2015-2Q').subset_of?(Period.parse('2015')) #=> true
|
585
|
+
# Period.parse('2015-2Q').subset_of?(Period.parse('2015-2Q')) #=> true
|
586
|
+
# Period.parse('2015-2Q').subset_of?(Period.parse('2015-02')) #=> false
|
587
|
+
#
|
588
|
+
# @param other [Period] other Period
|
589
|
+
# @return [Boolean] self within or coincident with `other`?
|
590
|
+
def subset_of?(other)
|
591
|
+
to_range.subset_of?(other.to_range)
|
592
|
+
end
|
593
|
+
|
594
|
+
# Is this period contained wholly within but not coincident with `other`?
|
595
|
+
#
|
596
|
+
# @example
|
597
|
+
# Period.parse('2015-2Q').proper_subset_of?(Period.parse('2015')) #=> true
|
598
|
+
# Period.parse('2015-2Q').proper_subset_of?(Period.parse('2015-2Q')) #=> false
|
599
|
+
# Period.parse('2015-2Q').proper_subset_of?(Period.parse('2015-02')) #=> false
|
600
|
+
#
|
601
|
+
# @param other [Period] other Period
|
602
|
+
# @return [Boolean] self within `other`?
|
603
|
+
def proper_subset_of?(other)
|
604
|
+
to_range.proper_subset_of?(other.to_range)
|
605
|
+
end
|
606
|
+
|
607
|
+
# Does this period wholly contain or is coincident with `other`?
|
608
|
+
#
|
609
|
+
# @example
|
610
|
+
# Period.parse('2015').superset_of?(Period.parse('2015-2Q')) #=> true
|
611
|
+
# Period.parse('2015-2Q').superset_of?(Period.parse('2015-2Q')) #=> true
|
612
|
+
# Period.parse('2015-02').superset_of?(Period.parse('2015-2Q')) #=> false
|
613
|
+
#
|
614
|
+
# @param other [Period] other Period
|
615
|
+
# @return [Boolean] self contains or coincident with `other`?
|
616
|
+
def superset_of?(other)
|
617
|
+
to_range.superset_of?(other.to_range)
|
618
|
+
end
|
619
|
+
|
620
|
+
# Does this period wholly contain but not coincident with `other`?
|
621
|
+
#
|
622
|
+
# @example
|
623
|
+
# Period.parse('2015').proper_superset_of?(Period.parse('2015-2Q')) #=> true
|
624
|
+
# Period.parse('2015-2Q').proper_superset_of?(Period.parse('2015-2Q')) #=> false
|
625
|
+
# Period.parse('2015-02').proper_superset_of?(Period.parse('2015-2Q')) #=> false
|
626
|
+
#
|
627
|
+
# @param other [Period] other Period
|
628
|
+
# @return [Boolean] self contains `other`?
|
629
|
+
def proper_superset_of?(other)
|
630
|
+
to_range.proper_superset_of?(other.to_range)
|
631
|
+
end
|
632
|
+
|
633
|
+
# Return the Period that is the intersection of self with `other` or nil if
|
634
|
+
# there is no intersection.
|
635
|
+
#
|
636
|
+
# @example
|
637
|
+
# Period.parse('2015-3Q') & Period.parse('2015-2Q') #=> nil
|
638
|
+
# Period.parse('2015') & Period.parse('2015-2Q') #=> Period(2015-2Q)
|
639
|
+
# pp1 = Period.parse_phrase('from 2015 to 2015-3Q') #=> Period(2015-01-01..2015-09-30)
|
640
|
+
# pp2 = Period.parse_phrase('from 2015-2H') #=> Period(2015-07-01..2015-12-31)
|
641
|
+
# pp1 & pp2 #=> Period(2015-07-01..2015-09-30)
|
642
|
+
#
|
643
|
+
# @param other [Period] other Period
|
644
|
+
# @return [Period, nil] self intersect `other`?
|
645
|
+
def intersection(other)
|
646
|
+
result = to_range.intersection(other.to_range)
|
647
|
+
if result.nil?
|
648
|
+
nil
|
649
|
+
else
|
650
|
+
Period.new(result.first, result.last)
|
651
|
+
end
|
652
|
+
end
|
653
|
+
alias & intersection
|
654
|
+
alias narrow_to intersection
|
655
|
+
|
656
|
+
# Return the Period that is the union of self with `other` or nil if
|
657
|
+
# they neither overlap nor are contiguous
|
658
|
+
#
|
659
|
+
# @example
|
660
|
+
# Period.parse('2015-3Q') + Period.parse('2015-2Q') #=> Period(2015-04-01..2015-09-30)
|
661
|
+
# Period.parse('2015') + Period.parse('2015-2Q') #=> Period(2015-01-01..2015-12-31)
|
662
|
+
# Period.parse('2015') + Period.parse('2017') #=> nil
|
663
|
+
# pp1 = Period.parse_phrase('from 2015-4Q to 2016-1H') #=> Period(2015-10-01-2015..2015-12-31)
|
664
|
+
# pp2 = Period.parse_phrase('from 2015-3Q to 2015-11') #=> Period(2015-07-01-2015..2015-11-30)
|
665
|
+
# pp1 + pp2 #=> Period(2015-10-01..2015-11-30)
|
666
|
+
#
|
667
|
+
# @param other [Period] other Period
|
668
|
+
# @return [Period, nil] self union `other`?
|
669
|
+
def union(other)
|
670
|
+
result = to_range.union(other.to_range)
|
671
|
+
return nil if result.nil?
|
672
|
+
Period.new(result.first, result.last)
|
673
|
+
end
|
674
|
+
alias + union
|
675
|
+
|
676
|
+
# Return an array of periods that are this period excluding any overlap with
|
677
|
+
# other. If there is no overlap, return an array with a period equal to self
|
678
|
+
# as the sole member.
|
679
|
+
#
|
680
|
+
# @example
|
681
|
+
# Period.parse('2015-1Q') - Period.parse('2015-02')
|
682
|
+
# #=> [Period(2015-01-01..2015-01-31), Period(2015-03-01..2015-03-31)]
|
683
|
+
# Period.parse('2015-2Q') - Period.parse('2015-02')
|
684
|
+
# #=> [Period(2015-04-01..2015-06-30)]
|
685
|
+
#
|
686
|
+
# @param other [Period] the other period to exclude from self
|
687
|
+
# @return [Array<Period>] self less the part of other that overlaps
|
688
|
+
def difference(other)
|
689
|
+
ranges = to_range.difference(other.to_range)
|
690
|
+
ranges.each.map { |r| Period.new(r.first, r.last) }
|
691
|
+
end
|
692
|
+
alias - difference
|
693
|
+
|
694
|
+
# Return whether this period overlaps the `other` period. To overlap, the
|
695
|
+
# periods must have at least one day in common.
|
696
|
+
#
|
697
|
+
# @example
|
698
|
+
# Period.parse('2012').overlaps?(Period.parse('2016')) #=> false
|
699
|
+
# Period.parse('2016-32W').overlaps?(Period.parse('2016')) #=> true
|
700
|
+
# pp1 = Period.new('2016-03-12', '2016-03-15')
|
701
|
+
# pp2 = Period.new('2016-03-16', '2016-03-25')
|
702
|
+
# pp1.overlaps?(pp2) #=> false (being contiguous is not overlapping)
|
703
|
+
#
|
704
|
+
# @param other [Period] the other period to test for overlap
|
705
|
+
# @return [Boolean] does self overlap with other?
|
706
|
+
def overlaps?(other)
|
707
|
+
to_range.overlaps?(other.to_range)
|
708
|
+
end
|
709
|
+
|
710
|
+
# Return whether any of the given periods overlap any other.
|
711
|
+
#
|
712
|
+
# @example
|
713
|
+
# pds = []
|
714
|
+
# pds << Period.parse('2015-1H')
|
715
|
+
# pds << Period.parse('2016-2H')
|
716
|
+
# pds << Period.parse('2015-04')
|
717
|
+
# Period.overlaps_among?(pds) #=> true
|
718
|
+
#
|
719
|
+
# @param periods [Array<Period>] periods to test for overlaps
|
720
|
+
# @return [Boolean] true if any one of periods overlaps another
|
721
|
+
def self.overlaps_among?(periods)
|
722
|
+
Range.overlaps_among?(periods.map(&:to_range))
|
723
|
+
end
|
724
|
+
|
725
|
+
# Return whether any of the given periods overlap any other but only if the
|
726
|
+
# overlaps occur within the self; overlaps outside self are ignored.
|
727
|
+
#
|
728
|
+
# @example
|
729
|
+
# pds = []
|
730
|
+
# pds << Period.parse('2015-1H')
|
731
|
+
# pds << Period.parse('2016-2H')
|
732
|
+
# pds << Period.parse('2015-04')
|
733
|
+
# yr2015 = Period.parse('2015')
|
734
|
+
# yr2016 = Period.parse('2016')
|
735
|
+
# yr2015.overlaps_among?(pds) #=> true
|
736
|
+
# yr2016.overlaps_among?(pds) #=> false (overlap is in 2015)
|
737
|
+
#
|
738
|
+
# @param periods [Array<Period>] periods to test for overlaps
|
739
|
+
# @return [Boolean] true if any one of periods overlaps another
|
740
|
+
def overlaps_among?(periods)
|
741
|
+
to_range.overlaps_among?(periods.map(&:to_range))
|
742
|
+
end
|
743
|
+
|
744
|
+
# Return whether the given periods "span" self, that is, do they collectively
|
745
|
+
# cover all of self with no overlaps and no gaps?
|
746
|
+
#
|
747
|
+
# @example
|
748
|
+
# ppds = []
|
749
|
+
# ppds << Period.parse('2016-1Q')
|
750
|
+
# ppds << Period.parse('2016-2Q')
|
751
|
+
# ppds << Period.parse('2016-2H')
|
752
|
+
# Period.parse('2016').spanned_by?(ppds) #=> true
|
753
|
+
#
|
754
|
+
# # There's a bit of the year at the beginning that isn't covered by
|
755
|
+
# # one of these weeks:
|
756
|
+
# ppds = Period.parse('2016').chunks(size: :week)
|
757
|
+
# Period.parse('2016').spanned_by?(ppds) #=> false
|
758
|
+
#
|
759
|
+
# @param periods [Array<Period>] periods to test for spanning self
|
760
|
+
# @return [Boolean] do periods span self?
|
761
|
+
def spanned_by?(periods)
|
762
|
+
to_range.spanned_by?(periods.map(&:to_range))
|
763
|
+
end
|
764
|
+
|
765
|
+
# Return an Array of Periods representing the gaps within self not covered by
|
766
|
+
# the Array of Periods `periods`. Overlaps among the periods do not affect
|
767
|
+
# the result nor do gaps outside the range of self. Ordering among the
|
768
|
+
# `periods` does not matter.
|
769
|
+
#
|
770
|
+
# @example
|
771
|
+
# some_qs = []
|
772
|
+
# some_qs << Period.parse('2015-1Q')
|
773
|
+
# some_qs << Period.parse('2015-3Q')
|
774
|
+
# some_qs << Period.parse('2015-11')
|
775
|
+
# some_qs << Period.parse('2015-12')
|
776
|
+
# Period.parse('2015').gaps(some_qs) #=>
|
777
|
+
# [Period(2015-04-01..2015-06-30), Period(2015-10-01..2015-10-31)]
|
778
|
+
#
|
779
|
+
# @param periods [Array<Period>] periods to examine for coverage of self
|
780
|
+
# @return [Array<Periods>] periods that are not covered by `periods`
|
781
|
+
def gaps(periods)
|
782
|
+
to_range.gaps(periods.map(&:to_range))
|
783
|
+
.map { |r| Period.new(r.first, r.last) }
|
784
|
+
end
|
785
|
+
end
|
data/lib/fat_period.rb
ADDED
metadata
ADDED
@@ -0,0 +1,160 @@
|
|
1
|
+
--- !ruby/object:Gem::Specification
|
2
|
+
name: fat_period
|
3
|
+
version: !ruby/object:Gem::Version
|
4
|
+
version: 1.0.0
|
5
|
+
platform: ruby
|
6
|
+
authors:
|
7
|
+
- Daniel E. Doherty
|
8
|
+
autorequire:
|
9
|
+
bindir: bin
|
10
|
+
cert_chain: []
|
11
|
+
date: 2017-05-23 00:00:00.000000000 Z
|
12
|
+
dependencies:
|
13
|
+
- !ruby/object:Gem::Dependency
|
14
|
+
name: bundler
|
15
|
+
requirement: !ruby/object:Gem::Requirement
|
16
|
+
requirements:
|
17
|
+
- - "~>"
|
18
|
+
- !ruby/object:Gem::Version
|
19
|
+
version: '1.14'
|
20
|
+
type: :development
|
21
|
+
prerelease: false
|
22
|
+
version_requirements: !ruby/object:Gem::Requirement
|
23
|
+
requirements:
|
24
|
+
- - "~>"
|
25
|
+
- !ruby/object:Gem::Version
|
26
|
+
version: '1.14'
|
27
|
+
- !ruby/object:Gem::Dependency
|
28
|
+
name: rake
|
29
|
+
requirement: !ruby/object:Gem::Requirement
|
30
|
+
requirements:
|
31
|
+
- - "~>"
|
32
|
+
- !ruby/object:Gem::Version
|
33
|
+
version: '10.0'
|
34
|
+
type: :development
|
35
|
+
prerelease: false
|
36
|
+
version_requirements: !ruby/object:Gem::Requirement
|
37
|
+
requirements:
|
38
|
+
- - "~>"
|
39
|
+
- !ruby/object:Gem::Version
|
40
|
+
version: '10.0'
|
41
|
+
- !ruby/object:Gem::Dependency
|
42
|
+
name: rspec
|
43
|
+
requirement: !ruby/object:Gem::Requirement
|
44
|
+
requirements:
|
45
|
+
- - "~>"
|
46
|
+
- !ruby/object:Gem::Version
|
47
|
+
version: '3.0'
|
48
|
+
type: :development
|
49
|
+
prerelease: false
|
50
|
+
version_requirements: !ruby/object:Gem::Requirement
|
51
|
+
requirements:
|
52
|
+
- - "~>"
|
53
|
+
- !ruby/object:Gem::Version
|
54
|
+
version: '3.0'
|
55
|
+
- !ruby/object:Gem::Dependency
|
56
|
+
name: pry
|
57
|
+
requirement: !ruby/object:Gem::Requirement
|
58
|
+
requirements:
|
59
|
+
- - ">="
|
60
|
+
- !ruby/object:Gem::Version
|
61
|
+
version: '0'
|
62
|
+
type: :development
|
63
|
+
prerelease: false
|
64
|
+
version_requirements: !ruby/object:Gem::Requirement
|
65
|
+
requirements:
|
66
|
+
- - ">="
|
67
|
+
- !ruby/object:Gem::Version
|
68
|
+
version: '0'
|
69
|
+
- !ruby/object:Gem::Dependency
|
70
|
+
name: pry-doc
|
71
|
+
requirement: !ruby/object:Gem::Requirement
|
72
|
+
requirements:
|
73
|
+
- - ">="
|
74
|
+
- !ruby/object:Gem::Version
|
75
|
+
version: '0'
|
76
|
+
type: :development
|
77
|
+
prerelease: false
|
78
|
+
version_requirements: !ruby/object:Gem::Requirement
|
79
|
+
requirements:
|
80
|
+
- - ">="
|
81
|
+
- !ruby/object:Gem::Version
|
82
|
+
version: '0'
|
83
|
+
- !ruby/object:Gem::Dependency
|
84
|
+
name: pry-byebug
|
85
|
+
requirement: !ruby/object:Gem::Requirement
|
86
|
+
requirements:
|
87
|
+
- - ">="
|
88
|
+
- !ruby/object:Gem::Version
|
89
|
+
version: '0'
|
90
|
+
type: :development
|
91
|
+
prerelease: false
|
92
|
+
version_requirements: !ruby/object:Gem::Requirement
|
93
|
+
requirements:
|
94
|
+
- - ">="
|
95
|
+
- !ruby/object:Gem::Version
|
96
|
+
version: '0'
|
97
|
+
- !ruby/object:Gem::Dependency
|
98
|
+
name: fat_core
|
99
|
+
requirement: !ruby/object:Gem::Requirement
|
100
|
+
requirements:
|
101
|
+
- - "~>"
|
102
|
+
- !ruby/object:Gem::Version
|
103
|
+
version: '4.0'
|
104
|
+
- - ">="
|
105
|
+
- !ruby/object:Gem::Version
|
106
|
+
version: '4.1'
|
107
|
+
type: :runtime
|
108
|
+
prerelease: false
|
109
|
+
version_requirements: !ruby/object:Gem::Requirement
|
110
|
+
requirements:
|
111
|
+
- - "~>"
|
112
|
+
- !ruby/object:Gem::Version
|
113
|
+
version: '4.0'
|
114
|
+
- - ">="
|
115
|
+
- !ruby/object:Gem::Version
|
116
|
+
version: '4.1'
|
117
|
+
description:
|
118
|
+
email:
|
119
|
+
- ded-law@ddoherty.net
|
120
|
+
executables: []
|
121
|
+
extensions: []
|
122
|
+
extra_rdoc_files: []
|
123
|
+
files:
|
124
|
+
- ".gitignore"
|
125
|
+
- ".rspec"
|
126
|
+
- ".travis.yml"
|
127
|
+
- Gemfile
|
128
|
+
- README.md
|
129
|
+
- Rakefile
|
130
|
+
- bin/console
|
131
|
+
- bin/setup
|
132
|
+
- fat_period.gemspec
|
133
|
+
- lib/fat_period.rb
|
134
|
+
- lib/fat_period/date.rb
|
135
|
+
- lib/fat_period/period.rb
|
136
|
+
- lib/fat_period/version.rb
|
137
|
+
homepage: https://github.com/ddoherty03/fat_period
|
138
|
+
licenses: []
|
139
|
+
metadata: {}
|
140
|
+
post_install_message:
|
141
|
+
rdoc_options: []
|
142
|
+
require_paths:
|
143
|
+
- lib
|
144
|
+
required_ruby_version: !ruby/object:Gem::Requirement
|
145
|
+
requirements:
|
146
|
+
- - ">="
|
147
|
+
- !ruby/object:Gem::Version
|
148
|
+
version: '0'
|
149
|
+
required_rubygems_version: !ruby/object:Gem::Requirement
|
150
|
+
requirements:
|
151
|
+
- - ">="
|
152
|
+
- !ruby/object:Gem::Version
|
153
|
+
version: '0'
|
154
|
+
requirements: []
|
155
|
+
rubyforge_project:
|
156
|
+
rubygems_version: 2.5.2
|
157
|
+
signing_key:
|
158
|
+
specification_version: 4
|
159
|
+
summary: Implements a Period class as a Range of Dates.
|
160
|
+
test_files: []
|