BH IMPORT

Gemfile

source :rubygems

Gemfile.lock

GEM
  remote: http://rubygems.org/
  specs:

PLATFORMS
  ruby

DEPENDENCIES

import.rb

require 'csv'
require 'json'
require 'pp'

SOLUTIONS_FILENAME = "solutions.csv"
CALCULATIONS_FILENAME = "calculations.csv"

SOLUTIONS_DATA_ATTRIBUTES = [:solution_id, :name, :type]
SOLUTIONS_PRODUCT_ATTRIBUTES = [:product_name, :provider_factsheet_url, :product_allocation, :fund_name, :fund_factsheet_url, :fund_charge, :cash_asset_allocation, :gilts_asset_allocation, :bonds_asset_allocation, :uk_equity_asset_allocation, :os_equity_asset_allocation]
SOLUTIONS_CSV_ATTRIBUTES = SOLUTIONS_DATA_ATTRIBUTES + SOLUTIONS_PRODUCT_ATTRIBUTES

CALCULATIONS_DATA_ATTRIBUTES = [:ris, :residual_fund_value, :income_guarantee, :income_lower_limit, :income_upper_limit]
CALCULATIONS_CSV_ATTRIBUTES = [:solution_id, :output_age, :annual_withdrawal_amount] + CALCULATIONS_DATA_ATTRIBUTES

class Solution < Struct.new(*SOLUTIONS_DATA_ATTRIBUTES)
  attr_reader :products, :calculations
  def initialize *args
    super
    @products = []
    @calculations = {}
  end

  def to_hash
    {
      attributes: Hash[each_pair.to_a],
      products: products.map(&:to_hash),
      data: calculations
    }
  end

  def to_json *args
    to_hash.to_json *args
  end
end

class Product < Struct.new(*SOLUTIONS_PRODUCT_ATTRIBUTES)
  def to_hash
    Hash[each_pair.to_a]
  end
end

def data_ratio str
  str = str.to_s.strip # Normalize input
  num = if str =~ /%$/
    # Percentage
    (Float(str.gsub(/%$/, '')) / 100).round(7)
  else
    # Straight ratio
    Float(str).round(7)
  end
rescue
  str unless str.to_s.empty?
end

#  Initialize interim variables
solutions = {}
solutions_data = {}
SOLUTIONS_CSV_ATTRIBUTES.each { |att| solutions_data[att] = nil }

###################
# SOLUTIONS LOADING
###################

solutions_table = CSV.read(SOLUTIONS_FILENAME, headers: true, header_converters: :symbol)

solutions_table.each do |row|
  remember_values = true
  SOLUTIONS_CSV_ATTRIBUTES.zip(row.fields).each do |att, value|
    remember_values = false unless value.nil?
    solutions_data[att] = nil unless remember_values
    solutions_data[att] = value if value
  end

  unless solution = solutions[solutions_data[:solution_id]]
    solution = solutions[solutions_data[:solution_id]] = Solution.new(*row.fields(*SOLUTIONS_DATA_ATTRIBUTES))
    puts "Adding solution: #{solution.to_hash}"
  end
  product_data = solutions_data.values_at(*SOLUTIONS_PRODUCT_ATTRIBUTES).map { |i| data_ratio(i) }
  product = Product.new(*product_data)
  puts "  adding product: #{product.to_hash}"
  solution.products << product
end

######################
# CALCULATIONS LOADING
######################

data = {}
CALCULATIONS_CSV_ATTRIBUTES.each { |att| data[att] = nil }

calculations_table = CSV.read(CALCULATIONS_FILENAME, headers: true, header_converters: lambda { |h| h.downcase.tr(" ", "_").delete("^a-z0-9_").chomp("_").to_sym })

calculations_table.each do |row|
  remember_values = true
  CALCULATIONS_CSV_ATTRIBUTES.zip(row.fields).each do |att, value|
    remember_values = false unless value.nil?
    data[att] = nil unless remember_values
    data[att] = value if value
  end

  unless solution = solutions[data[:solution_id]]
    raise "Unable to find solution #{data[:solution_id]} for calculations"
  end

  annual_withdrawal_amount = data_ratio data[:annual_withdrawal_amount]

  data_values = data.values_at(*CALCULATIONS_DATA_ATTRIBUTES).map { |i| data_ratio(i).round(7) }

  solution.calculations[data[:output_age]] ||= {}
  solution.calculations[data[:output_age]][annual_withdrawal_amount] = Hash[CALCULATIONS_DATA_ATTRIBUTES.zip(data_values)]

end

File.open("data.js", "w") do |f|
  str = "var data = #{JSON.pretty_generate(solutions)}"
  f << str
end

# pp solutions.map { |k, s| s.to_hash }
# puts JSON.pretty_generate(solutions)