Add purchase analysis summaries

This commit is contained in:
ben
2026-03-24 16:48:53 -04:00
parent c35688c87f
commit 46a3b2c639
3 changed files with 427 additions and 0 deletions

271
analyze_purchases.py Normal file
View File

@@ -0,0 +1,271 @@
from collections import defaultdict
from pathlib import Path
import click
from enrich_giant import format_decimal, to_decimal
from layer_helpers import read_csv_rows, write_csv_rows
ITEM_PRICE_FIELDS = [
"purchase_date",
"retailer",
"store_name",
"store_number",
"store_city",
"store_state",
"order_id",
"catalog_id",
"catalog_name",
"category",
"product_type",
"effective_price",
"effective_price_unit",
"net_line_total",
"normalized_quantity",
]
SPEND_BY_VISIT_FIELDS = [
"purchase_date",
"retailer",
"order_id",
"store_name",
"store_number",
"store_city",
"store_state",
"visit_spend_total",
]
ITEMS_PER_VISIT_FIELDS = [
"purchase_date",
"retailer",
"order_id",
"store_name",
"store_number",
"store_city",
"store_state",
"item_row_count",
"distinct_catalog_count",
]
CATEGORY_SPEND_FIELDS = [
"purchase_date",
"retailer",
"category",
"category_spend_total",
]
RETAILER_STORE_FIELDS = [
"retailer",
"store_name",
"store_number",
"store_city",
"store_state",
"visit_count",
"item_row_count",
"store_spend_total",
]
def effective_total(row):
total = to_decimal(row.get("net_line_total"))
if total is not None:
return total
return to_decimal(row.get("line_total"))
def is_item_row(row):
return (
row.get("is_fee") != "true"
and row.get("is_discount_line") != "true"
and row.get("is_coupon_line") != "true"
)
def build_item_price_rows(purchase_rows):
rows = []
for row in purchase_rows:
if not row.get("catalog_name") or not row.get("effective_price"):
continue
rows.append(
{
"purchase_date": row.get("purchase_date", ""),
"retailer": row.get("retailer", ""),
"store_name": row.get("store_name", ""),
"store_number": row.get("store_number", ""),
"store_city": row.get("store_city", ""),
"store_state": row.get("store_state", ""),
"order_id": row.get("order_id", ""),
"catalog_id": row.get("catalog_id", ""),
"catalog_name": row.get("catalog_name", ""),
"category": row.get("category", ""),
"product_type": row.get("product_type", ""),
"effective_price": row.get("effective_price", ""),
"effective_price_unit": row.get("effective_price_unit", ""),
"net_line_total": row.get("net_line_total", ""),
"normalized_quantity": row.get("normalized_quantity", ""),
}
)
return rows
def build_spend_by_visit_rows(purchase_rows):
grouped = defaultdict(lambda: {"total": to_decimal("0")})
for row in purchase_rows:
total = effective_total(row)
if total is None:
continue
key = (
row.get("purchase_date", ""),
row.get("retailer", ""),
row.get("order_id", ""),
row.get("store_name", ""),
row.get("store_number", ""),
row.get("store_city", ""),
row.get("store_state", ""),
)
grouped[key]["total"] += total
rows = []
for key, values in sorted(grouped.items()):
rows.append(
{
"purchase_date": key[0],
"retailer": key[1],
"order_id": key[2],
"store_name": key[3],
"store_number": key[4],
"store_city": key[5],
"store_state": key[6],
"visit_spend_total": format_decimal(values["total"]),
}
)
return rows
def build_items_per_visit_rows(purchase_rows):
grouped = defaultdict(lambda: {"item_rows": 0, "catalog_ids": set()})
for row in purchase_rows:
if not is_item_row(row):
continue
key = (
row.get("purchase_date", ""),
row.get("retailer", ""),
row.get("order_id", ""),
row.get("store_name", ""),
row.get("store_number", ""),
row.get("store_city", ""),
row.get("store_state", ""),
)
grouped[key]["item_rows"] += 1
if row.get("catalog_id"):
grouped[key]["catalog_ids"].add(row["catalog_id"])
rows = []
for key, values in sorted(grouped.items()):
rows.append(
{
"purchase_date": key[0],
"retailer": key[1],
"order_id": key[2],
"store_name": key[3],
"store_number": key[4],
"store_city": key[5],
"store_state": key[6],
"item_row_count": str(values["item_rows"]),
"distinct_catalog_count": str(len(values["catalog_ids"])),
}
)
return rows
def build_category_spend_rows(purchase_rows):
grouped = defaultdict(lambda: to_decimal("0"))
for row in purchase_rows:
category = row.get("category", "")
total = effective_total(row)
if not category or total is None:
continue
key = (
row.get("purchase_date", ""),
row.get("retailer", ""),
category,
)
grouped[key] += total
rows = []
for key, total in sorted(grouped.items()):
rows.append(
{
"purchase_date": key[0],
"retailer": key[1],
"category": key[2],
"category_spend_total": format_decimal(total),
}
)
return rows
def build_retailer_store_rows(purchase_rows):
grouped = defaultdict(lambda: {"visit_ids": set(), "item_rows": 0, "total": to_decimal("0")})
for row in purchase_rows:
total = effective_total(row)
key = (
row.get("retailer", ""),
row.get("store_name", ""),
row.get("store_number", ""),
row.get("store_city", ""),
row.get("store_state", ""),
)
grouped[key]["visit_ids"].add((row.get("purchase_date", ""), row.get("order_id", "")))
if is_item_row(row):
grouped[key]["item_rows"] += 1
if total is not None:
grouped[key]["total"] += total
rows = []
for key, values in sorted(grouped.items()):
rows.append(
{
"retailer": key[0],
"store_name": key[1],
"store_number": key[2],
"store_city": key[3],
"store_state": key[4],
"visit_count": str(len(values["visit_ids"])),
"item_row_count": str(values["item_rows"]),
"store_spend_total": format_decimal(values["total"]),
}
)
return rows
@click.command()
@click.option("--purchases-csv", default="data/review/purchases.csv", show_default=True)
@click.option("--output-dir", default="data/review/analysis", show_default=True)
def main(purchases_csv, output_dir):
purchase_rows = read_csv_rows(purchases_csv)
output_path = Path(output_dir)
output_path.mkdir(parents=True, exist_ok=True)
item_price_rows = build_item_price_rows(purchase_rows)
spend_by_visit_rows = build_spend_by_visit_rows(purchase_rows)
items_per_visit_rows = build_items_per_visit_rows(purchase_rows)
category_spend_rows = build_category_spend_rows(purchase_rows)
retailer_store_rows = build_retailer_store_rows(purchase_rows)
outputs = [
("item_price_over_time.csv", item_price_rows, ITEM_PRICE_FIELDS),
("spend_by_visit.csv", spend_by_visit_rows, SPEND_BY_VISIT_FIELDS),
("items_per_visit.csv", items_per_visit_rows, ITEMS_PER_VISIT_FIELDS),
("category_spend_over_time.csv", category_spend_rows, CATEGORY_SPEND_FIELDS),
("retailer_store_breakdown.csv", retailer_store_rows, RETAILER_STORE_FIELDS),
]
for filename, rows, fieldnames in outputs:
write_csv_rows(output_path / filename, rows, fieldnames)
click.echo(f"wrote analysis outputs to {output_path}")
if __name__ == "__main__":
main()