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Home-Assistant/custom_components/maintenance_supporter/helpers/schedule.py
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2026-07-08 10:43:39 -04:00

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Python

"""The task recurrence as a single value object (Schedule).
Phase 2 of docs/design/schedule-model-v2.md: the recurrence math is centralized
here behind one interface (``next_due`` / ``span_days``) and adapted from the
existing flat task fields via :meth:`Schedule.from_legacy` — **no storage change
and no behaviour change** (the logic is a faithful move of the old
``MaintenanceTask.next_due``).
The point is the boundary: callers ask the Schedule for a computed date/span,
never for raw ``every`` / ``unit``. Adding calendar patterns later
(``weekdays`` / ``nth_weekday`` / ``day_of_month``) is then a new ``kind`` +
branch here, not another field threaded through every consumer.
Dates in/out are ``datetime.date`` objects; string parsing stays at the model
boundary so this module is pure and trivially unit-testable.
"""
from __future__ import annotations
from collections.abc import Mapping
from dataclasses import dataclass
from datetime import date, timedelta
from typing import Any
from .dates import (
add_interval,
interval_span_days,
next_day_of_month,
next_nth_weekday,
next_weekday_in_set,
parse_iso_date,
roll_back_to_business_day,
)
# Recurrence kinds. Phase 2 covers the v2.6.x set; the calendar kinds
# (weekdays / nth_weekday / day_of_month) arrive with the roadmap feature.
KIND_INTERVAL = "interval"
KIND_ONE_TIME = "one_time"
KIND_MANUAL = "manual"
KIND_WEEKDAYS = "weekdays" # e.g. every Mon & Thu
KIND_NTH_WEEKDAY = "nth_weekday" # e.g. 1st Saturday of the month
KIND_DAY_OF_MONTH = "day_of_month" # e.g. the 15th
# The calendar kinds are fixed schedules (occurrences are absolute dates), so the
# completion/planned anchor distinction doesn't apply to them.
_CALENDAR_KINDS = (KIND_WEEKDAYS, KIND_NTH_WEEKDAY, KIND_DAY_OF_MONTH)
# Planned-anchor month/year stepping is bounded to avoid an unbounded loop on
# absurd data (a task untouched for >2000 cycles falls back to the last step).
_MAX_PLANNED_STEPS = 2000
# (#83) offset bound: ±15 days covers every sensible "N days before/after the
# pattern date" case without letting a bogus payload shift schedules by years.
_MAX_OFFSET_DAYS = 15
def _sanitize_offset(raw: object) -> int:
if isinstance(raw, bool) or not isinstance(raw, int):
return 0
return max(-_MAX_OFFSET_DAYS, min(raw, _MAX_OFFSET_DAYS))
def _sanitize_day(raw: object) -> int | None:
"""day 1..31, or -1 = last day of the month; anything else -> None."""
if isinstance(raw, bool) or not isinstance(raw, int):
return None
if raw == -1 or 1 <= raw <= 31:
return raw
return None
@dataclass(frozen=True)
class Schedule:
"""A task's time recurrence. Triggers (sensors) are orthogonal and handled
by the coordinator's status precedence, not here."""
kind: str = KIND_MANUAL
every: int | None = None # interval count (legacy: interval_days)
unit: str = "days" # days | weeks | months | years
anchor: str = "completion" # completion | planned
due_date: date | None = None # one_time
weekdays: tuple[int, ...] = () # weekdays kind: 0=Mon … 6=Sun
nth: int | None = None # nth_weekday kind: 1..5, or -1 = last
weekday: int | None = None # nth_weekday kind: 0=Mon … 6=Sun
day: int | None = None # day_of_month kind: 1..31 (clamped), -1 = last day
months: tuple[int, ...] = () # nth_weekday/day_of_month: restrict months (1..12)
# (#83) end-of-month scheduling extras — calendar kinds only:
business: bool = False # day_of_month: roll a weekend date back to Friday
offset_days: int = 0 # shift the computed occurrence by ±N days
@classmethod
def from_legacy(
cls,
*,
schedule_type: str | None,
interval_days: int | None,
interval_unit: str | None,
interval_anchor: str | None,
due_date: str | None,
) -> Schedule:
"""Adapt the flat v2.6.x task fields to a Schedule (no storage change).
Mirrors the old ``next_due`` dispatch exactly: one-time → ``one_time``;
any positive interval → ``interval`` (incl. a sensor task's safety
interval, since next-due was always schedule_type-agnostic except
one-time); otherwise ``manual`` (no schedule).
"""
if schedule_type == KIND_ONE_TIME:
return cls(kind=KIND_ONE_TIME, due_date=parse_iso_date(due_date))
if not interval_days or interval_days <= 0:
return cls(kind=KIND_MANUAL)
return cls(
kind=KIND_INTERVAL,
every=interval_days,
unit=interval_unit or "days",
anchor=interval_anchor or "completion",
)
def next_due(
self,
*,
last_performed: date | None,
created_at: date | None,
last_planned_due: date | None,
today: date,
) -> date | None:
"""The next due date, or None for manual / archived one-time tasks."""
if self.kind == KIND_ONE_TIME:
# Due on the fixed date; archived (no re-arm) once completed.
if last_performed is not None or self.due_date is None:
return None
return self.due_date
if self.kind in _CALENDAR_KINDS:
# Fixed calendar schedule. First-time anchors on created_at/today so
# a never-done task stays visibly overdue once its date passes (the
# #30 lesson); after completion it's the next occurrence strictly
# after last_performed. The completion/planned anchor doesn't apply.
if last_performed is not None:
return self._calendar_occurrence(last_performed, inclusive=False)
return self._calendar_occurrence(created_at or today, inclusive=True)
if self.kind != KIND_INTERVAL:
return None
every = self.every or 0
if every <= 0:
return None
if last_performed is None:
# First-time anchor: created_at if known, else today (issue #30).
return add_interval(created_at or today, every, self.unit)
if self.anchor == "planned":
# Anchor from the previously planned due date so a late completion
# doesn't drift the schedule.
anchor = last_planned_due or last_performed
if self.unit in (None, "days", "weeks"):
step = every * (7 if self.unit == "weeks" else 1)
days_gap = (last_performed - anchor).days
periods = 1 if days_gap < 0 else (days_gap // step) + 1
return anchor + timedelta(days=periods * step)
# Calendar units (months/years): step until past last_performed.
candidate = anchor
for _ in range(_MAX_PLANNED_STEPS):
candidate = add_interval(candidate, every, self.unit)
if candidate > last_performed:
return candidate
return candidate
return add_interval(last_performed, every, self.unit)
def _calendar_occurrence(self, ref: date, *, inclusive: bool) -> date | None:
"""Next EFFECTIVE occurrence of a calendar kind on/after ``ref``.
(#83) The effective date is the base pattern date, optionally rolled
back to a business day (``business``, day_of_month only), then shifted
by ``offset_days``. Bases are searched from ``ref - offset`` so the
shifted result still lands on/after ``ref``; when the business
rollback pushes a candidate before ``ref``, the next base is tried
(bounded — a rollback moves at most a few days, ≤14 even with a
Workday-provided holiday calendar in play).
"""
offset = timedelta(days=self.offset_days)
search = ref - offset
search_inclusive = inclusive
for _ in range(6):
base = self._base_occurrence(search, inclusive=search_inclusive)
if base is None:
return None
effective = base
if self.business and self.kind == KIND_DAY_OF_MONTH:
effective = roll_back_to_business_day(effective)
effective = effective + offset
if (effective >= ref) if inclusive else (effective > ref):
return effective
search = base
search_inclusive = False # strictly after the base just tried
return None
def _base_occurrence(self, ref: date, *, inclusive: bool) -> date | None:
"""Next base pattern date of a calendar kind on/after ``ref``."""
months = self.months or None
if self.kind == KIND_WEEKDAYS:
return next_weekday_in_set(ref, self.weekdays, inclusive=inclusive)
if self.kind == KIND_NTH_WEEKDAY:
if self.nth is None or self.weekday is None:
return None
return next_nth_weekday(ref, self.nth, self.weekday, months, inclusive=inclusive)
if self.kind == KIND_DAY_OF_MONTH:
if self.day is None:
return None
return next_day_of_month(ref, self.day, months, inclusive=inclusive)
return None
def span_days(self) -> int:
"""Approximate length of one cycle in days (0 when there is no recurrence).
For progress bars and the due-soon warning cap — unit-aware, so a
6-month task is ~183 days, not 6. The calendar kinds use a nominal cycle
(weekly → 7, monthly patterns → 30).
"""
if self.kind == KIND_INTERVAL:
return interval_span_days(self.every, self.unit)
if self.kind == KIND_WEEKDAYS:
return 7
if self.kind in (KIND_NTH_WEEKDAY, KIND_DAY_OF_MONTH):
return 30
return 0
# --- serialization (Phase 3: nested `schedule` storage) ----------------
def to_dict(self) -> dict[str, Any]:
"""Canonical nested form for storage. Defaults are omitted to keep the
stored dict minimal (``unit`` defaults to days, ``anchor`` to completion)."""
d: dict[str, Any] = {"kind": self.kind}
if self.kind == KIND_INTERVAL:
d["every"] = self.every
if self.unit and self.unit != "days":
d["unit"] = self.unit
if self.anchor and self.anchor != "completion":
d["anchor"] = self.anchor
elif self.kind == KIND_ONE_TIME and self.due_date is not None:
d["due_date"] = self.due_date.isoformat()
elif self.kind == KIND_WEEKDAYS:
d["weekdays"] = list(self.weekdays)
elif self.kind == KIND_NTH_WEEKDAY:
d["nth"] = self.nth
d["weekday"] = self.weekday
if self.months:
d["months"] = list(self.months)
elif self.kind == KIND_DAY_OF_MONTH:
d["day"] = self.day
if self.months:
d["months"] = list(self.months)
if self.business:
d["business"] = True
if self.kind in _CALENDAR_KINDS and self.offset_days:
d["offset"] = self.offset_days
return d
@classmethod
def from_dict(cls, d: Mapping[str, Any]) -> Schedule:
"""Read the nested form produced by :meth:`to_dict`."""
kind = d.get("kind", KIND_MANUAL)
if kind == KIND_ONE_TIME:
return cls(kind=KIND_ONE_TIME, due_date=parse_iso_date(d.get("due_date")))
if kind == KIND_INTERVAL:
return cls(
kind=KIND_INTERVAL,
every=d.get("every"),
unit=d.get("unit") or "days",
anchor=d.get("anchor") or "completion",
)
if kind == KIND_WEEKDAYS:
return cls(
kind=KIND_WEEKDAYS,
weekdays=tuple(d.get("weekdays") or ()),
offset_days=_sanitize_offset(d.get("offset")),
)
if kind == KIND_NTH_WEEKDAY:
return cls(
kind=KIND_NTH_WEEKDAY,
nth=d.get("nth"),
weekday=d.get("weekday"),
months=tuple(d.get("months") or ()),
offset_days=_sanitize_offset(d.get("offset")),
)
if kind == KIND_DAY_OF_MONTH:
return cls(
kind=KIND_DAY_OF_MONTH,
day=_sanitize_day(d.get("day")),
months=tuple(d.get("months") or ()),
business=d.get("business") is True,
offset_days=_sanitize_offset(d.get("offset")),
)
return cls(kind=KIND_MANUAL)
@classmethod
def parse(cls, task: Mapping[str, Any]) -> Schedule:
"""Build from a task dict — nested ``schedule`` if present, else the flat
v2.6.x fields. The single read path during/after migration (and for old
exports), so both formats are accepted forever."""
nested = task.get("schedule")
if isinstance(nested, Mapping):
return cls.from_dict(nested)
return cls.from_legacy(
schedule_type=task.get("schedule_type"),
interval_days=task.get("interval_days"),
interval_unit=task.get("interval_unit"),
interval_anchor=task.get("interval_anchor"),
due_date=task.get("due_date"),
)
def is_recurring(task: Mapping[str, Any]) -> bool:
"""True iff the task dict has a cycling schedule (interval or calendar kind).
One-off and manual tasks don't re-arm; a recurring task gets a fresh cycle
when its object is unarchived (D2) or resumed from a seasonal pause (N3).
Single source for both — the websocket layer delegates here.
"""
return Schedule.parse(task).kind in (
KIND_INTERVAL,
KIND_WEEKDAYS,
KIND_NTH_WEEKDAY,
KIND_DAY_OF_MONTH,
)
# --- flat <-> nested adapters (Phase 3) ------------------------------------
#
# Readers that still speak the flat v2.6.x shape (the WS payload, export, CSV,
# the edit-form prefill) go through these so there is exactly one translation
# point. ``schedule_type`` is *derived*: sensors (a trigger) are orthogonal to
# the recurrence kind, so a triggered task reports "sensor_based" regardless of
# whether it also carries a safety interval.
FLAT_RECURRENCE_KEYS = (
"schedule_type",
"interval_days",
"interval_unit",
"interval_anchor",
"due_date",
)
def normalize_task_storage(task: Mapping[str, Any]) -> dict[str, Any]:
"""Return a copy of ``task`` with its recurrence stored as nested ``schedule``.
The single flat→nested writer used by the migration and by every persist
path, so new and existing tasks converge on one storage shape. The flat
recurrence keys are dropped; every other field is preserved exactly.
Sensor-ness stays in ``trigger_config`` (the derived ``schedule_type`` is
reconstructed on read by :func:`read_legacy_fields`).
Overlays are resolved so an edit takes effect: when a caller copies a stored
(nested) task and overlays flat fields — the options edit flow does exactly
this — the present flat keys win, but any absent ones fall back to the
existing nested schedule. So changing only ``interval_days`` keeps the unit
(the issue #58 class) instead of silently resetting it to days.
Idempotent: a pure-nested task (no flat keys) is returned unchanged.
"""
out = dict(task)
nested = out.get("schedule")
if isinstance(nested, Mapping) and nested.get("kind") in _CALENDAR_KINDS:
# Calendar kinds can't be expressed via the flat fields, so the nested
# schedule is authoritative — keep it and drop any stray flat keys.
for key in FLAT_RECURRENCE_KEYS:
out.pop(key, None)
return out
has_flat = any(key in out for key in FLAT_RECURRENCE_KEYS)
has_nested = isinstance(nested, Mapping)
if has_nested and not has_flat:
return out
if not has_nested and not has_flat:
out["schedule"] = Schedule(kind=KIND_MANUAL).to_dict()
return out
# Effective flat view: nested-derived base, overridden by present flat keys.
merged = read_legacy_fields(out) # nested-derived (hybrid) or flat (pure)
for key in FLAT_RECURRENCE_KEYS:
if key in out:
merged[key] = out[key]
schedule = Schedule.from_legacy(
schedule_type=merged["schedule_type"],
interval_days=merged["interval_days"],
interval_unit=merged["interval_unit"],
interval_anchor=merged["interval_anchor"],
due_date=merged["due_date"],
).to_dict()
for key in FLAT_RECURRENCE_KEYS:
out.pop(key, None)
out["schedule"] = schedule
return out
def legacy_schedule_type(schedule: Schedule, *, has_trigger: bool) -> str:
"""The v2.6.x ``schedule_type`` string for a Schedule + trigger presence.
The calendar kinds have no v2.6.x equivalent, so they surface their own kind
(``nth_weekday`` etc.); consumers that understand them read the nested
``schedule`` directly, the rest get a coarse but honest label.
"""
if has_trigger:
return "sensor_based"
if schedule.kind == KIND_ONE_TIME:
return "one_time"
if schedule.kind == KIND_INTERVAL:
return "time_based"
if schedule.kind == KIND_MANUAL:
return "manual"
return schedule.kind
def read_legacy_fields(task: Mapping[str, Any]) -> dict[str, Any]:
"""The flat recurrence view of a task dict, accepting either storage shape.
A flat (v2.6.x) task is returned field-for-field as stored — so existing
readers are behaviour-identical until the data is actually migrated. A
task with a nested ``schedule`` is translated back to the flat view its
consumers expect (``interval_days`` carries the count, ``due_date`` the ISO
string, etc.). Missing values use the long-standing flat defaults.
"""
nested = task.get("schedule")
if not isinstance(nested, Mapping):
return {
"schedule_type": task.get("schedule_type", "time_based"),
"interval_days": task.get("interval_days"),
"interval_unit": task.get("interval_unit", "days"),
"interval_anchor": task.get("interval_anchor", "completion"),
"due_date": task.get("due_date"),
}
sched = Schedule.from_dict(nested)
return {
"schedule_type": legacy_schedule_type(sched, has_trigger=bool(task.get("trigger_config"))),
"interval_days": sched.every,
"interval_unit": sched.unit,
"interval_anchor": sched.anchor,
"due_date": sched.due_date.isoformat() if sched.due_date else None,
}