PJM Historical Load

PJMHistoricalLoadISOSource

Bases: PJMDailyLoadISOSource

The PJM Historical Load ISO Source is used to read historical load data from PJM API.

To read more about the reports, visit the following URLs -
Actual doc: ops_sum_prev_period
Forecast doc: load_frcstd_7_day

Historical is the same PJM endpoint as Actual, but is called repeatedly within a range established by the start_date & end_date attributes

Example

from rtdip_sdk.pipelines.sources import PJMHistoricalLoadISOSource
from rtdip_sdk.pipelines.utilities import SparkSessionUtility

# Not required if using Databricks
spark = SparkSessionUtility(config={}).execute()

pjm_source = PJMHistoricalLoadISOSource(
    spark=spark,
    options={
        "api_key": "{api_key}",
        "start_date": "20230510",
        "end_date": "20230520",
    }
)

pjm_source.read_batch()

Parameters:

Name	Type	Description	Default
spark	SparkSession	Spark Session instance	required
options	dict	A dictionary of ISO Source specific configurations (See Attributes table below)	required

Attributes:

Name	Type	Description
api_key	str	Must be a valid key from PJM, see PJM documentation
start_date	str	Must be in YYYY-MM-DD format.
end_date	str	Must be in YYYY-MM-DD format.
query_batch_days	int	(optional) Number of days must be < 160 as per PJM & is defaulted to 120
sleep_duration	int	(optional) Number of seconds to sleep between request, defaulted to 5 seconds, used to manage requests to PJM endpoint
request_count	int	(optional) Number of requests made to PJM endpoint before sleep_duration, currently defaulted to 1

Please check the BaseISOSource for available methods.

BaseISOSource

BaseISOSource

Bases: SourceInterface

Base class for all the ISO Sources. It provides common functionality and helps in reducing the code redundancy.

Parameters:

Name	Type	Description	Default
spark	SparkSession	Spark Session instance	required
options	dict	A dictionary of ISO Source specific configurations	required

Source code in src/sdk/python/rtdip_sdk/pipelines/sources/spark/iso/base_iso.py

class BaseISOSource(SourceInterface):
    """
    Base class for all the ISO Sources. It provides common functionality and helps in reducing the code redundancy.

    Parameters:
        spark (SparkSession): Spark Session instance
        options (dict): A dictionary of ISO Source specific configurations
    """

    spark: SparkSession
    options: dict
    iso_url: str = "https://"
    query_datetime_format: str = "%Y%m%d"
    required_options: list = []
    spark_schema = StructType([StructField("id", IntegerType(), True)])
    default_query_timezone: str = "UTC"

    def __init__(self, spark: SparkSession, options: dict) -> None:
        self.spark = spark
        self.options = options
        self.query_timezone = pytz.timezone(
            self.options.get("query_timezone", self.default_query_timezone)
        )
        self.current_date = datetime.now(timezone.utc).astimezone(self.query_timezone)

    def _fetch_from_url(self, url_suffix: str) -> bytes:
        """
        Gets data from external ISO API.

        Args:
            url_suffix: String to be used as suffix to iso url.

        Returns:
            Raw content of the data received.

        """
        url = f"{self.iso_url}{url_suffix}"
        logging.info(f"Requesting URL - {url}")

        response = requests.get(url)
        code = response.status_code

        if code != 200:
            raise HTTPError(
                f"Unable to access URL `{url}`."
                f" Received status code {code} with message {response.content}"
            )

        return response.content

    def _get_localized_datetime(self, datetime_str: str) -> datetime:
        """
        Converts string datetime into Python datetime object with configured format and timezone.
        Args:
            datetime_str: String to be converted into datetime.

        Returns: Timezone aware datetime object.

        """
        parsed_dt = datetime.strptime(datetime_str, self.query_datetime_format)
        parsed_dt = parsed_dt.replace(tzinfo=self.query_timezone)
        return parsed_dt

    def _pull_data(self) -> pd.DataFrame:
        """
        Hits the fetch_from_url method with certain parameters to get raw data from API.

        All the children ISO classes must override this method and call the fetch_url method
        in it.

        Returns:
             Raw DataFrame from API.
        """

        return pd.read_csv(BytesIO(self._fetch_from_url("")))

    def _prepare_data(self, df: pd.DataFrame) -> pd.DataFrame:
        """
        Performs all the basic transformations to prepare data for further processing.
        All the children ISO classes must override this method.

        Args:
            df: Raw DataFrame, received from the API.

        Returns:
             Modified DataFrame, ready for basic use.

        """
        return df

    def _sanitize_data(self, df: pd.DataFrame) -> pd.DataFrame:
        """
        Another data transformation helper method to be called after prepare data.
        Used for advance data processing such as cleaning, filtering, restructuring.
        All the children ISO classes must override this method if there is any post-processing required.

        Args:
            df: Initial modified version of DataFrame, received after preparing the data.

        Returns:
             Final version of data after all the fixes and modifications.

        """
        return df

    def _get_data(self) -> pd.DataFrame:
        """
        Entrypoint method to return the final version of DataFrame.

        Returns:
            Modified form of data for specific use case.

        """
        df = self._pull_data()
        df = self._prepare_data(df)
        df = self._sanitize_data(df)

        # Reorder columns to keep the data consistent
        df = df[self.spark_schema.names]

        return df

    @staticmethod
    def system_type():
        return SystemType.PYSPARK

    @staticmethod
    def libraries():
        libraries = Libraries()
        return libraries

    @staticmethod
    def settings() -> dict:
        return {}

    def _validate_options(self) -> bool:
        """
        Performs all the options checks. Raises exception in case of any invalid value.
        Returns:
             True if all checks are passed.

        """
        return True

    def pre_read_validation(self) -> bool:
        """
        Ensures all the required options are provided and performs other validations.
        Returns:
             True if all checks are passed.

        """
        for key in self.required_options:
            if key not in self.options:
                raise ValueError(f"Required option `{key}` is missing.")

        return self._validate_options()

    def post_read_validation(self) -> bool:
        return True

    def read_batch(self) -> DataFrame:
        """
        Spark entrypoint, It executes the entire process of pulling, transforming & fixing data.
        Returns:
             Final Spark DataFrame converted from Pandas DataFrame post-execution.

        """

        try:
            self.pre_read_validation()
            pdf = self._get_data()
            pdf = _prepare_pandas_to_convert_to_spark(pdf)

            # The below is to fix the compatibility issues between Pandas 2.0 and PySpark.
            pd.DataFrame.iteritems = pd.DataFrame.items
            df = self.spark.createDataFrame(data=pdf, schema=self.spark_schema)
            return df

        except Exception as e:
            logging.exception(str(e))
            raise e

    def read_stream(self) -> DataFrame:
        """
        By default, the streaming operation is not supported but child classes can override if ISO supports streaming.

        Returns:
             Final Spark DataFrame after all the processing.

        """

        raise NotImplementedError(
            f"{self.__class__.__name__} connector doesn't support stream operation."
        )

pre_read_validation()

Ensures all the required options are provided and performs other validations. Returns: True if all checks are passed.

Source code in src/sdk/python/rtdip_sdk/pipelines/sources/spark/iso/base_iso.py

def pre_read_validation(self) -> bool:
    """
    Ensures all the required options are provided and performs other validations.
    Returns:
         True if all checks are passed.

    """
    for key in self.required_options:
        if key not in self.options:
            raise ValueError(f"Required option `{key}` is missing.")

    return self._validate_options()

read_batch()

Spark entrypoint, It executes the entire process of pulling, transforming & fixing data. Returns: Final Spark DataFrame converted from Pandas DataFrame post-execution.

Source code in src/sdk/python/rtdip_sdk/pipelines/sources/spark/iso/base_iso.py

def read_batch(self) -> DataFrame:
    """
    Spark entrypoint, It executes the entire process of pulling, transforming & fixing data.
    Returns:
         Final Spark DataFrame converted from Pandas DataFrame post-execution.

    """

    try:
        self.pre_read_validation()
        pdf = self._get_data()
        pdf = _prepare_pandas_to_convert_to_spark(pdf)

        # The below is to fix the compatibility issues between Pandas 2.0 and PySpark.
        pd.DataFrame.iteritems = pd.DataFrame.items
        df = self.spark.createDataFrame(data=pdf, schema=self.spark_schema)
        return df

    except Exception as e:
        logging.exception(str(e))
        raise e

read_stream()

By default, the streaming operation is not supported but child classes can override if ISO supports streaming.

Returns:

Type	Description
DataFrame	Final Spark DataFrame after all the processing.

Source code in src/sdk/python/rtdip_sdk/pipelines/sources/spark/iso/base_iso.py

def read_stream(self) -> DataFrame:
    """
    By default, the streaming operation is not supported but child classes can override if ISO supports streaming.

    Returns:
         Final Spark DataFrame after all the processing.

    """

    raise NotImplementedError(
        f"{self.__class__.__name__} connector doesn't support stream operation."
    )

Source code in src/sdk/python/rtdip_sdk/pipelines/sources/spark/iso/pjm_historical_load_iso.py

class PJMHistoricalLoadISOSource(PJMDailyLoadISOSource):
    """
    The PJM Historical Load ISO Source is used to read historical load data from PJM API.

    To read more about the reports, visit the following URLs -
    <br>
    Actual doc:    [ops_sum_prev_period](https://dataminer2.pjm.com/feed/ops_sum_prev_period/definition)
    <br>
    Forecast doc:  [load_frcstd_7_day](https://dataminer2.pjm.com/feed/load_frcstd_7_day/definition)

    Historical is the same PJM endpoint as Actual, but is called repeatedly within a range established by the
    start_date & end_date attributes

    Example
    --------
    ```python
    from rtdip_sdk.pipelines.sources import PJMHistoricalLoadISOSource
    from rtdip_sdk.pipelines.utilities import SparkSessionUtility

    # Not required if using Databricks
    spark = SparkSessionUtility(config={}).execute()

    pjm_source = PJMHistoricalLoadISOSource(
        spark=spark,
        options={
            "api_key": "{api_key}",
            "start_date": "20230510",
            "end_date": "20230520",
        }
    )

    pjm_source.read_batch()
    ```

    Parameters:
        spark (SparkSession): Spark Session instance
        options (dict): A dictionary of ISO Source specific configurations (See Attributes table below)

    Attributes:
        api_key (str): Must be a valid key from PJM, see PJM documentation
        start_date (str): Must be in `YYYY-MM-DD` format.
        end_date (str): Must be in `YYYY-MM-DD` format.

        query_batch_days (int): (optional) Number of days must be < 160 as per PJM & is defaulted to `120`
        sleep_duration (int): (optional) Number of seconds to sleep between request, defaulted to `5` seconds, used to manage requests to PJM endpoint
        request_count (int): (optional) Number of requests made to PJM endpoint before sleep_duration, currently defaulted to `1`

    Please check the BaseISOSource for available methods.

    BaseISOSource:
        ::: src.sdk.python.rtdip_sdk.pipelines.sources.spark.iso.base_iso"""

    spark: SparkSession
    options: dict
    required_options = ["api_key", "start_date", "end_date"]

    def __init__(self, spark: SparkSession, options: dict) -> None:
        super().__init__(spark, options)
        self.spark: SparkSession = spark
        self.options: dict = options
        self.api_key: str = self.options.get("api_key", "").strip()
        self.start_date: str = self.options.get("start_date", "")
        self.end_date: str = self.options.get("end_date", "")
        self.query_batch_days: int = self.options.get("query_batch_days", 120)
        self.sleep_duration: int = self.options.get("sleep_duration", 5)
        self.request_count: int = self.options.get("request_count", 1)
        self.load_type: str = "actual"
        self.user_datetime_format = "%Y-%m-%d"

    def _pull_data(self) -> pd.DataFrame:
        """
        Pulls data from the PJM API and parses the return including date ranges.

        Returns:
            Raw form of data.
        """

        logging.info(
            f"Historical load requested from {self.start_date} to {self.end_date}"
        )
        start_date = datetime.strptime(self.start_date, self.user_datetime_format)
        end_date = datetime.strptime(self.end_date, self.user_datetime_format).replace(
            hour=23
        )

        days_diff = (end_date - start_date).days
        logging.info(f"Expected hours for a single zone = {(days_diff + 1) * 24}")
        generated_days_ranges = []
        dates = pd.date_range(
            start_date, end_date, freq=pd.DateOffset(days=self.query_batch_days)
        )

        for date in dates:
            py_date = date.to_pydatetime()
            date_last = (py_date + timedelta(days=self.query_batch_days - 1)).replace(
                hour=23
            )
            date_last = min(date_last, end_date)
            generated_days_ranges.append((py_date, date_last))

        logging.info(
            f"Generated date ranges for batch days {self.query_batch_days} are {generated_days_ranges}"
        )

        # Collect all historical data on yearly basis.
        dfs = []
        for idx, date_range in enumerate(generated_days_ranges):
            start_date_str = date_range[0].strftime(self.query_datetime_format)
            end_date_str = date_range[1].strftime(self.query_datetime_format)

            df = pd.read_csv(
                BytesIO(self._fetch_from_url("", start_date_str, end_date_str))
            )
            dfs.append(df)

            if idx > 0 and idx % self.request_count == 0:
                logging.info(f"Going to sleep for {self.sleep_duration} seconds")
                time.sleep(self.sleep_duration)

        df = pd.concat(dfs, sort=False)
        df = df.reset_index(drop=True)
        return df

    def _validate_options(self) -> bool:
        """
        Validates all parameters including the following examples:
            - `start_date` & `end_data` must be in the correct format.
            - `start_date` must be behind `end_data`.
            - `start_date` must not be in the future (UTC).

        Returns:
            True if all looks good otherwise raises Exception.

        """

        try:
            start_date = datetime.strptime(self.start_date, self.user_datetime_format)
        except ValueError:
            raise ValueError(
                f"Unable to parse Start date. Please specify in {self.user_datetime_format} format."
            )

        try:
            end_date = datetime.strptime(self.end_date, self.user_datetime_format)
        except ValueError:
            raise ValueError(
                f"Unable to parse End date. Please specify in {self.user_datetime_format} format."
            )

        if start_date > datetime.now(timezone.utc).replace(tzinfo=None) - timedelta(
            days=1
        ):
            raise ValueError("Start date can't be in future.")

        if start_date > end_date:
            raise ValueError("Start date can't be ahead of End date.")

        if end_date > datetime.now(timezone.utc).replace(tzinfo=None) - timedelta(
            days=1
        ):
            raise ValueError("End date can't be in future.")

        if self.sleep_duration < 0:
            raise ValueError("Sleep duration can't be negative.")

        if self.request_count < 0:
            raise ValueError("Request count can't be negative.")

        if self.query_batch_days < 0:
            raise ValueError("Query batch days count can't be negative.")

        return True