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Change Log

Michael Adendorff edited this page May 22, 2019 · 47 revisions

new in 2.0.1 (May 22 2019)

There have been a large number of changes in the latest version. For the moment we are maintaining two active branches of iotfunctions (master and production). We are selectively migrating tenants to the production branch. To use any of new code referenced below, install the production branch.


pip install git+https://github.com/ibm-watson-iot/functions.git@production --upgrade

Credentials

The structure of the credentials dictionary has changed and there is no need for you to construct it manually. You can grab the entire credentials dictionary from the usage tab in the UI and use it directly. The old structure is still supported, but will be deprecated in the future.

Scripts replace notebook

In the past we provided a single notebook that demonstrated how to use iotfunctions to create simple functions, custom functions and test pipelines. This notebook got unwieldy and was difficult to keep up to date. We have replaced the notebook with a set of scripts.

Building custom functions

The overall process for creating a repository, developing, testing and registering custom functions is described here: Making Custom Functions

Testing Functions locally

You can test most functions locally without having to first create an entity type and attach the function to the entity type. See local test of function

If you are developing a number of your own functions and would like to test them in bulk, see testing samples for an example.

To test functions that interact more closely with an entity type, you may still need to connect them to the entity type. See sample entity and test pipeline

PythonFunction & PythonExpression

When using the new PythonFunction built in function, you can paste python code directly in the UI or reference a function stored in COS. PythonFunction replaces the old IoTCosFunction. See sample cos function

There are two scripts aimed at people who are new to Python and AS. They introduce you to python expressions and functions. These scripts have minimal dependencies and do not require the install of iotfunctions.

Sample Entity Types and Built In Functions

You can now build new entity types inside the AS UI. The samples are that are included with AS were built using the iotfunctions.entity module. These samples are a great way to understand how to put together predefined entity types containing input data items, functions and aggregates and constants. These samples will introduce you to a number of built in functions. These built in functions are pre-registered and available for you in AS UI. You have access to the source code for these functions so you can use them as references when building your own functions.

new in 1.2 (9 Apr 2019)

Registering constants

Constants are parameters that can be managed in the Analytic Service UI and used within expressions and custom functions.

Constants are defined by identifying the UI control that will manager them. Constants may either be scalars or arrays. Single valued (scalars) will be managed using single line edit, which is derived from the UISingle class. Arrays are managed using a multi-select control

The example below registers two constants. Scalar numeric gamma and multi-valued string zeta.

db = Database(credentials = credentials, tenant_id=credentials['tennant_id'])
gamma = UISingle(name='gamma',
                 description= 'Sample single valued parameter',
                 datatype=float)
zeta = UIMulti(name='zeta',
                 description= 'Sample multi-valued array',
                 values = ['A','B','C'],
                 datatype = str
            )
db.register_constants([gamma,zeta])

new in 1.1.3 (21 Jan 2019)

Registering functions without testing them first

Prior to version 1.1.3, the only way to register a function was to create a test instance of the function and register the test instance directly or as part of a test pipeline execution. You can now specify all the metadata needed for registration as part of the function definition so that you can register without instantiating.

The bif module contains a number of useful functions. You can register all functions in the bif module as follows:

import iotfunctions.bif as bif
db = Database(credentials = credentials, tenant_id=credentials['tennant_id'])
db.register_module(bif)

You can also register specific functions. In the example below, we register a functions that filters data on status.

from iotfunctions.preprocessor import StatusFilter
db.register_functions(
                       [StatusFilter]
                    )

To make a function available for registration in this way you must implement the build_ui() class method. The build_ui() class method has no arguments. It returns a tuple containing a list of function inputs and list of function outputs. Functions inputs and outputs are objects that are instances of a class derived from ui.BaseUIControl. The objects describe how you want the inputs and outputs of your function to be represented in the UI. Here is an example:

    @classmethod
    def build_ui(cls):
        #define arguments that behave as function inputs
        inputs = []
        inputs['input_item'] = UISingleItem(name = 'input_item',
                                              datatype=None,
                                              description = 'Item to alert on'
                                              )
        inputs['upper_threshold'] = UISingle(name = 'upper_threshold',
                                              datatype=float,
                                              description = 'Alert when item value is higher than this value'
                                              )
        #define arguments that behave as function outputs
        outputs = 
        outputs['alert_name'] = UIFunctionOutSingle(name = 'alert_name',
                                                     datatype=bool,
                                                     description='Output of alert function'
                                                     )
    
        return (inputs,outputs)  

This is the preferred way to register a function into the catalog. Backward compatibility will be maintained but new features will be exclusively available for this one.

The following UI controls are currently supported:

  1. UISingleItem: Choose a single AS data item as a function input
  2. UIMultiItem: Choose multiple AS data items as a function input
  3. UISingle: Capture a single constant value as a function input
  4. UIMultiple: Capture an array of constants as a commas separated list
  5. UIFunctionOutSingle: Name a data items returned as a function output
  6. UIFunctionOutMulti: Name an array of data items returned as a function output

See docstrings for UI classes for more information.

new in 1.1.2 (21 Dec 2018)

Creating sample entity

You can create a default sample entity called 'as_sample_entity':

import json
from iotfunctions.metadata import make_sample_entity
from iotfunctions.db import Database
with open('credentials.json', encoding='utf-8') as F:
    credentials = json.loads(F.read())

db = Database(credentials=credentials)
entity = make_sample_entity(db=db, schema = None)

If you want different columns or a different name:

numeric_columns = ['fill_time','temp','humidity','wait_time','size_sd']
table_name = 'as_sample_cereal'
entity = make_sample_entity(db=db, schema = db_schema,
                            float_cols = numeric_columns,
                            name = table_name,
                            register = True)
More convenient test pipeline with exec_pipeline()

Rather than generating a test pipeline for an entity then adding stages to the pipeline and executing, you can do it all in one step.

fn1 = CustomFunction1()
fn2 = CustomFunction2()
fnN = CustomFunctionN()
df = entity.exec_pipeline(fn1,f2...fnN)

New in 1.11 (20 Dec 2018)

Read dataframes using Database

There a new series of "read_" methods on Database objects. These allow you to quickly build dataframes from tables. Here is an example showing how to use a pandas aggregate dict to build a sql group by:

agg_dict = {
       'temp': ['mean','std'],
       'grade' : ['mean','std'],
       'throttle' : ['mean','std']
    }
df = db.read_agg(table_name='sample', schema = None, agg_dict = agg_dict, groupby = ['deviceid'])
Alternative Db2 schema

iotfunctions now supports accessing tables in the non-default schema.

db = Database(credentials = credentials)
entity = EntityType(entity_name,db,
                          Column('company_code',String(50)),
                          Column('temp',Float()),
                          Column('grade',Float()),
                          Column('throttle',Float()),
                          **{
                            '_timestamp' : 'evt_timestamp',
                            '_db_schema' : 'DASH555'
                             })
HMAC Credentials for COS

iotfunctions has switched from IAM credentials to HMAC credentials for COS. Refer to the notebook for an example of how to used them. The IAM credentials still work when using util.loadCos etc, but all of the base classes and sample functions now use Database.cos_load, Database.cos_save etc. After this change ibm_boto3 is no longer a mandatory prereq.

Restructuring

Previously all function classes were located in the preprocessor module. They are being gradually reorganized into base classes (base module), samples (still in the preprocessor module) and "built in functions" (bif module). The "built in functions" module contains highly resuable functions that can be registered and used asis.The base module contains abstract classes that you can inherit from and the preprocessor module contains samples that you can adapt and learn from.

New in 1.1 (8 Dec 2018)

As the author of a custom function you can add trace information in your execute() method that will be reported when your function fails. See example:

class IoTAlertExpression(BaseEvent):
    '''
    Create alerts that are triggered when data values reach a particular range.
    '''
    def __init__(self, input_items, expression , alert_name):
        self.input_items = input_items
        self.expression = expression
        self.alert_name = alert_name
        super().__init__()
        # registration metadata
        self.inputs = ['input_items', 'expression']
        self.constants = ['expression']
        self.outputs = ['alert_name']

        
    def execute(self, df):
        df = df.copy()
        if '${' in self.expression:
            expr = re.sub(r"\$\{(\w+)\}", r"df['\1']", self.expression)
            msg = 'expression converted to %s' %expr
        else:
            expr = self.expression
            msg = 'expression was not in the form "${item}" so it will evaluated asis (%s)' %expr
        self.trace_append(msg)
        df[self.alert_name] = np.where(eval(expr), True, np.nan)
        return df

To test the trace, I used the wrong column name in anexpression: 'co2**' instead of 'co2'

KeyError: '\'co2**\'
Completed stage IoTPackageInfo -> Completed stage ForecastFermentation -> pipeline failed during execution of stage IoTAlertExpression.
expression was not in the form "${item}" so it will evaluated asis (df["co2**"]>-222) 
Dataframe at start of IoTAlertExpression:  | df count: 728  | df index: id,obs_timestamp 
deviceid : 73001 
ncompany_code : JDI 
co2 : -0.48930157557849796 
ph : -2.356167019872004 
temperature : 1.2924017570257476 
humidity : 0.5249237599612201 
entitydatagenerator : True 
_timestamp : 2018-12-09 04:07:27.351009 
npackage_url : git+https://github.com/ibm-watson-iot/functions.git@ 
nmodule : iotfunctions.bif 
nversion : 1.1 
ndelta_days : -0.1699923513631976 
n2_dose : -0.034151879573493235 
o2_dose : -0.05440538757276484 
temp_change : -0.23274311694669808
The function failed to execute '

This function executes an expression. There is no validation of this string expression in the UI, so a syntax error, invalid reference to a data item or data type error could result in failure. As a best practice we recommend that you introduce custom functions rather than rely on functions like this, but if there is a need to do something like this, you can provide feedback in your code as above using:

self.trace_append('<the message that you would like appended whatever exists in the trace>')

At any point if you want to clear the trace and start fresh, use

self.trace_replace('<the message that that you would like to see instead of whatever is in the trace>')

These methods are defined in BaseFunction. To use this technique on legacy functions that are not derived from BaseFunction you can add a _trace instance variable. The contents of this variable will be reported in the event of an error.

New in 1.08 (3 Dec 2018)

1. Modeling Entity Types

Create new entity types using:

from iotfunctions.metadata import EntityType
from iotfunctions.db import Database
# if environment variables are set for credentials
db = Database(credentials=None,tenant_id='<your tenant id>')
entity = EntityType('my_entity',db)

Model additional input tables for entities

# add an operator slowly changing dimension
entity.add_slowly_changing_dimension('operator',String(50))
# add a maintenance activity table that will be used to 
# keep track durations of scheduled and unscheduled maintenance activities
# and keep tabs on 'materials cost'
entity.add_activity_table('widget_maintenance_activity',
                           ['PM','UM'],
                           Column('materials_cost',Float()))

Using a non default timestamp or schema

parms = {
   'schema' : '<my_db_schema>',
   '_timestamp' : '<my_timestamp_col>' 
}
entity = EntityType('my_entity',db,**parms)

Automatically generate sample data

entity.generate_data(days = 10, drop_existing = True)

2. Local Pipelines

Use local pipelines to test and register functions.

Example:

pl = entity.get_calc_pipeline()
pl.add_stage(EntityDataGenerator('temp'))
df = pl.execute(to_csv= True,start_ts=None, register=True)

3. Exporting local pipelines to the server

After assembling a local pipeline for testing you can deliver it to AS by publishing it.

pl.publish()

Note: Publish works best when publishing to a new entity type with no calculated items. You will receive a 409 error if items published clash with items already present on the entity type.

For a walkthrough of entity types and local pipelines see: entity and local pipeline sample script

4. Getting access to Entity Type or Database Metadata in functions

When functions are run in a pipeline (server or local), the pipeline set the entity type for each function using an instance variable named _entity_type. This variable will contain an EntityType object. This object will give you access a complete set of metadata about the Entity Type including tenant_id, _timestamp (name of the timestamp column). When running on the server, this metadata will be initialized by the engine. When running locally, you will need to define it as per the sample script above.

5. Getting access to Database metadata

The entity type object also provides access to a Database object that contains a database connection and other credentials. To get access to the database object use the convenience method get_db():

db = self.get_db()

By using the Database object provided by the pipeline there is no need to incur the cost of establishing additional database connections during function execution.

6. Function registration changes

Tag function outputs as 'DIMENSION's to build aggregate tables

self.itemTags['output_items'] = ['DIMENSION']

For an example, see preprocessor.LookupCompany

7. Unregister functions from the catalog

db.unregister_functions(['Function1','Function2'])

8. Installing iotfunctions

iotfunctions is pre-installed onto the server. There is no need to install via pip_main in your catalog's setup.py.

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