diff --git a/RELEASE_NOTES.md b/RELEASE_NOTES.md index 1c3687e33..9a7527182 100644 --- a/RELEASE_NOTES.md +++ b/RELEASE_NOTES.md @@ -6,6 +6,7 @@ Bumped minimum version of pandas and numpy to fit **ixmp4**'s requirement. ## Individual updates +- [#838](https://github.com/IAMconsortium/pyam/pull/838) Support filters when reading from an ixmp4 platform - [#837](https://github.com/IAMconsortium/pyam/pull/837) Support filters as direct keyword arguments for `categorize()` similar to `validate()` signature (see [#804](https://github.com/IAMconsortium/pyam/pull/804)) - [#832](https://github.com/IAMconsortium/pyam/pull/832) Improve the test-suite for the ixmp4 integration diff --git a/docs/api/database.rst b/docs/api/database.rst index a107dc69f..a0c377b13 100644 --- a/docs/api/database.rst +++ b/docs/api/database.rst @@ -3,15 +3,15 @@ Data resources integration ========================== -Connecting to an IIASA Scenario Explorer instance -------------------------------------------------- +Connecting to an IIASA database instance +---------------------------------------- IIASA's ixmp Scenario Explorer infrastructure implements a RestAPI to directly query the database server connected to an explorer instance. -See https://software.ece.iiasa.ac.at/ixmp-server for more information. +See https://docs.ece.iiasa.ac.at/ for more information. The |pyam| package uses this interface to read timeseries data as well as -categorization and quantitative indicators. +categorization and quantitative meta indicators. The data is returned as an :class:`IamDataFrame`. See `this tutorial <../tutorials/iiasa.html>`_ for more information. @@ -19,6 +19,14 @@ See `this tutorial <../tutorials/iiasa.html>`_ for more information. .. autofunction:: lazy_read_iiasa +Reading from an |ixmp4| platform +-------------------------------- + +The |pyam| package provides a simple interface to read timeseries data and meta +indicators from local or remote |ixmp4| platform instancs. + +.. autofunction:: read_ixmp4 + Reading UNFCCC inventory data ----------------------------- diff --git a/docs/api/iiasa.rst b/docs/api/iiasa.rst index 1c63692ff..63eedba7d 100644 --- a/docs/api/iiasa.rst +++ b/docs/api/iiasa.rst @@ -39,9 +39,9 @@ You will be prompted to enter your password. ------------------------- The *Scenario Apps* use the |ixmp4| package as a database backend. -You can list all available ixmp4 platforms hosted by IIASA using the following: +You can list all available ixmp4 platforms hosted by IIASA using the following function: -.. autofunctions:: platforms +.. 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"jaraco.functools", "jaraco.itertools", "more-itertools", "pytest (>=6)", "pytest-black (>=0.3.7)", "pytest-checkdocs (>=2.4)", "pytest-cov", "pytest-enabler (>=2.2)", "pytest-ignore-flaky", "pytest-mypy (>=0.9.1)", "pytest-ruff"] +docs = ["furo", "jaraco.packaging (>=9.3)", "jaraco.tidelift (>=1.4)", "rst.linker (>=1.9)", "sphinx (>=3.5)", "sphinx-lint"] +testing = ["big-O", "jaraco.functools", "jaraco.itertools", "more-itertools", "pytest (>=6)", "pytest-checkdocs (>=2.4)", "pytest-cov", "pytest-enabler (>=2.2)", "pytest-ignore-flaky", "pytest-mypy", "pytest-ruff (>=0.2.1)"] [metadata] lock-version = "2.0" python-versions = ">=3.10, <3.13" -content-hash = "052ef0a9fc5e9ac1dfd92402e17637d155c00cf635810355628ae51a68cd434d" +content-hash = "0ece28e1477091a7b335ac83f2a2269fee2c038ed518d89cc28fb72aad2a4639" diff --git a/pyam/iiasa.py b/pyam/iiasa.py index e05178d42..13e9050f5 100644 --- a/pyam/iiasa.py +++ b/pyam/iiasa.py @@ -18,6 +18,7 @@ from requests.auth import AuthBase from pyam.core import IamDataFrame +from pyam.ixmp4 import read_ixmp4 from pyam.logging import deprecation_warning from pyam.str import is_str from pyam.utils import ( @@ -53,7 +54,7 @@ def platforms() -> None: tabulate_manager_platforms(ixmp4.conf.settings.manager.list_platforms()) -def set_config(user, password, file=None): +def set_config(*args, **kwargs): raise DeprecationWarning(f"This method is deprecated. {IXMP4_LOGIN}.") @@ -155,8 +156,8 @@ class Connection(object): Notes ----- - Credentials (username & password) are not required to access any public - Scenario Explorer instances (i.e., with Guest login). + Credentials (username & password) are not required to access public |ixmp4| + or Scenario Explorer databases (i.e., with Guest login). """ def __init__(self, name=None, creds=None, auth_url=_AUTH_URL): @@ -586,17 +587,17 @@ def _new_default_api(kwargs): ) -def read_iiasa( - name, default_only=True, meta=True, creds=None, base_url=_AUTH_URL, **kwargs -): - """Query an IIASA Scenario Explorer database API and return as IamDataFrame +def read_iiasa(name, default_only=True, meta=True, creds=None, **kwargs): + """Read data from an |ixmp4| platform or an IIASA Scenario Explorer database. Parameters ---------- name : str - | Name of an IIASA Scenario Explorer database instance. + | Name of an |ixmp4| platform or an IIASA Scenario Explorer database instance. + | Use :attr:`platforms ` for a list of |ixmp4| platforms + hosted by IIASA. | Use :attr:`valid_connections ` - for a list of available instances. + for a list of available Scenario Explorer database instances. default_only : bool, optional If `True`, return *only* the default version of a model/scenario. If `False`, return all versions. @@ -604,26 +605,29 @@ def read_iiasa( If `True`, include all meta categories & quantitative indicators (or subset if list is given). creds : str or :class:`pathlib.Path`, optional - | Credentials (username & password) are not required to access - any public Scenario Explorer instances (i.e., with Guest login). - | See :class:`pyam.iiasa.Connection` for details. - | Use :meth:`pyam.iiasa.set_config` to set credentials - for accessing private/restricted Scenario Explorer instances. - base_url : str - Authentication server URL - kwargs - Arguments for :meth:`pyam.iiasa.Connection.query` + Path to a file with authentication credentials. This feature is deprecated, + please run ``ixmp4 login `` in a console instead. + **kwargs + Arguments for :meth:`pyam.read_ixmp4` or :meth:`pyam.iiasa.Connection.query`. + + Notes + ----- + Credentials (username & password) are not required to access any public |ixmp4| + or Scenario Explorer database (i.e., with Guest login). """ - return Connection(name, creds, base_url).query( - default_only=default_only, meta=meta, **kwargs - ) + if name in [i.name for i in ixmp4.conf.settings.manager.list_platforms()]: + if meta is not True: + raise NotImplementedError( + "Reading from ixmp4 platforms requires `meta=True`" + ) + return read_ixmp4(name, default_only=default_only, **kwargs) + return Connection(name, creds).query(default_only=default_only, meta=meta, **kwargs) -def lazy_read_iiasa( - file, name, default_only=True, meta=True, creds=None, base_url=_AUTH_URL, **kwargs -): + +def lazy_read_iiasa(file, name, default_only=True, meta=True, creds=None, **kwargs): """ - Try to load data from a local cache, failing that, loads it from the internet. + Try to load data from a local cache, failing that, loads it from an IIASA database. Check if the file in a given location is an up-to-date version of an IIASA database. If so, load it. If not, load data from the IIASA scenario explorer @@ -648,16 +652,24 @@ def lazy_read_iiasa( If `True`, include all meta categories & quantitative indicators (or subset if list is given). creds : str or :class:`pathlib.Path`, optional - | Credentials (username & password) are not required to access - any public Scenario Explorer instances (i.e., with Guest login). - | See :class:`pyam.iiasa.Connection` for details. - | Use :meth:`pyam.iiasa.set_config` to set credentials - for accessing private/restricted Scenario Explorer instances. - base_url : str - Authentication server URL - kwargs - Arguments for :meth:`pyam.iiasa.Connection.query` + Path to a file with authentication credentials. This feature is deprecated, + please run ``ixmp4 login `` in a console instead. + **kwargs + Arguments for :meth:`pyam.read_ixmp4` or :meth:`pyam.iiasa.Connection.query`. + + Notes + ----- + This feature does currently not support reading data from |ixmp4| platforms. + + Credentials (username & password) are not required to access any public |ixmp4| + or Scenario Explorer database (i.e., with Guest login). """ + if name in [ + platform.name for platform in ixmp4.conf.settings.manager.list_platforms() + ]: + raise NotImplementedError( + "The function `lazy_read_iiasa()` does not support ixmp4 platforms." + ) file = Path(file) assert file.suffix in [ @@ -666,7 +678,7 @@ def lazy_read_iiasa( ], "We will only read and write to csv and xlsx format." if os.path.exists(file): date_set = pd.to_datetime(os.path.getmtime(file), unit="s") - version_info = Connection(name, creds, base_url).properties() + version_info = Connection(name, creds).properties() latest_new = np.nanmax(pd.to_datetime(version_info["create_date"])) latest_update = np.nanmax(pd.to_datetime(version_info["update_date"])) latest = pd.Series([latest_new, latest_update]).max() @@ -684,7 +696,6 @@ def lazy_read_iiasa( meta=meta, default_only=default_only, creds=creds, - base_url=base_url, **kwargs, ) Path(file).parent.mkdir(parents=True, exist_ok=True) diff --git a/pyam/ixmp4.py b/pyam/ixmp4.py index 174c16fa6..fdebd6e24 100644 --- a/pyam/ixmp4.py +++ b/pyam/ixmp4.py @@ -8,35 +8,61 @@ logger = logging.getLogger(__name__) -def read_ixmp4(platform: ixmp4.Platform | str, default_only: bool = True): +def read_ixmp4( + platform: ixmp4.Platform | str, + default_only: bool = True, + model: str | list[str] | None = None, + scenario: str | list[str] | None = None, + region: str | list[str] | None = None, + variable: str | list[str] | None = None, + unit: str | list[str] | None = None, + year: int | list[int] | None = None, +): """Read scenario runs from an ixmp4 platform database instance Parameters ---------- platform : :class:`ixmp4.Platform` or str - The ixmp4 platform database instance to which the scenario data is saved + The ixmp4 platform database instance to which the scenario data is saved. default_only : :class:`bool`, optional - Read only default runs + Read only default runs. + model, scenario, region, variable, unit : str or list of str, optional + Filter by these dimensions. + year : int or list of int, optional + Filter by time domain. """ from pyam import IamDataFrame if not isinstance(platform, ixmp4.Platform): platform = ixmp4.Platform(platform) - data = platform.iamc.tabulate(run={"default_only": default_only}) - meta = platform.meta.tabulate(run={"default_only": default_only}) + # TODO This may have to be revised, see https://github.com/iiasa/ixmp4/issues/72 + meta_filters = dict( + run=dict(default_only=default_only, model=model, scenario=scenario) + ) + iamc_filters = dict( + run=dict(default_only=default_only), + model=model, + scenario=scenario, + region=region, + variable=variable, + unit=unit, + year=year, + ) + data = platform.iamc.tabulate(**iamc_filters) + meta = platform.meta.tabulate(**meta_filters) # if default-only, simplify to standard IAMC index, add `version` as meta indicator if default_only: index = ["model", "scenario"] - data.drop(columns="version", inplace=True) meta_version = ( - meta[["model", "scenario", "version"]] + data[index + ["version"]] .drop_duplicates() .rename(columns={"version": "value"}) ) meta_version["key"] = "version" meta = pd.concat([meta.drop(columns="version"), meta_version]) + data.drop(columns="version", inplace=True) else: index = ["model", "scenario", "version"] @@ -70,8 +96,7 @@ def write_to_ixmp4(platform: ixmp4.Platform | str, df): if missing := set(values).difference(platform_values): raise model.NotFound( ", ".join(missing) - + f". Use `Platform.{dimension}.create()` to add the missing " - f"{dimension}." + + f". Use `Platform.{dimension}.create()` to add missing elements." ) # The "version" meta-indicator, added when reading from an ixmp4 platform, diff --git a/pyproject.toml b/pyproject.toml index cc0b0554e..0e94e9ee7 100644 --- a/pyproject.toml +++ b/pyproject.toml @@ -44,7 +44,7 @@ classifiers = [ [tool.poetry.dependencies] python = ">=3.10, <3.13" iam-units = ">=2020.4.21" -ixmp4 = ">=0.7.3" +ixmp4 = ">=0.8.0" matplotlib = ">=3.6.0" numpy = ">=1.26.0" openpyxl = ">=3.1.2" diff --git a/tests/test_ixmp4.py b/tests/test_ixmp4.py index 1d43a0b41..bb375d169 100644 --- a/tests/test_ixmp4.py +++ b/tests/test_ixmp4.py @@ -4,6 +4,7 @@ import pyam from pyam import read_ixmp4 +from pyam.testing import assert_iamframe_equal def test_to_ixmp4_missing_region_raises(test_platform, test_df_year): @@ -37,12 +38,12 @@ def test_ixmp4_integration(test_platform, test_df_year): obs = read_ixmp4(platform=test_platform) exp = test_df_year.copy() exp.set_meta(1, "version") # add version number added from ixmp4 - pyam.assert_iamframe_equal(exp, obs) + assert_iamframe_equal(exp, obs) # make one scenario a non-default scenario, make sure that it is not included test_platform.runs.get("model_a", "scen_b").unset_as_default() obs = read_ixmp4(platform=test_platform) - pyam.assert_iamframe_equal(exp.filter(scenario="scen_a"), obs) + assert_iamframe_equal(exp.filter(scenario="scen_a"), obs) # read all scenarios (runs) - version number used as additional index dimension obs = read_ixmp4(platform=test_platform, default_only=False) @@ -54,6 +55,32 @@ def test_ixmp4_integration(test_platform, test_df_year): pyam.assert_iamframe_equal(exp, obs) +@pytest.mark.parametrize( + "filters", + ( + dict(model="model_a"), + dict(scenario="scen_a"), + dict(scenario="*n_a"), + dict(model="model_a", scenario="scen_a", region="World", variable="* Energy"), + dict(scenario="scen_a", region="World", variable="Primary Energy", year=2010), + ), +) +def test_ixmp4_filters(test_platform, test_df_year, filters): + """Write an IamDataFrame to the platform and read it back with filters""" + + # test writing to platform + test_df_year.to_ixmp4(platform=test_platform) + + # add 'version' meta indicator (indicator during ixmp4 roundtrip) + test_df_year.set_meta(1, "version") + + # read with filters + assert_iamframe_equal( + read_ixmp4(test_platform, **filters), + test_df_year.filter(**filters), + ) + + @pytest.mark.parametrize("drop_meta", (True, False)) def test_ixmp4_reserved_columns(test_platform, test_df_year, drop_meta): """Make sure that a 'version' column in `meta` is not written to the platform""" @@ -61,11 +88,15 @@ def test_ixmp4_reserved_columns(test_platform, test_df_year, drop_meta): if drop_meta: test_df_year = pyam.IamDataFrame(test_df_year.data) - # test writing to platform with a version-number as meta indicator + # write to platform with a version-number as meta indicator test_df_year.set_meta(1, "version") # add version number added from ixmp4 test_df_year.to_ixmp4(platform=test_platform) + # version is not saved to the platform if drop_meta: assert len(test_platform.runs.get("model_a", "scen_a").meta) == 0 else: assert "version" not in test_platform.runs.get("model_a", "scen_a").meta + + # version is included when reading again from the platform + assert_iamframe_equal(test_df_year, pyam.read_ixmp4(test_platform))