[recs] Recommendations for individuals modified after a date

Adds the `last_modified` parameter to the jobs and mutations for the merge and affiliation recommendations. This generates recommendations only for the individuals that have been updated after that date. Signed-off-by: Eva Millán <[email protected]>
chaoss · Oct 27, 2023 · 9e2d327 · 9e2d327
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diff --git a/releases/unreleased/recommendations-last-modified.yml b/releases/unreleased/recommendations-last-modified.yml
@@ -0,0 +1,9 @@
+---
+title: Recommendations for individuals modified after a given date
+category: added
+author: Eva Millan <[email protected]>
+issue: 813
+notes: >
+  Users can generate merge and affiliation recommendations for
+  individuals that have been created or modified after a date
+  specified with the `last_modified` parameter.
diff --git a/sortinghat/core/jobs.py b/sortinghat/core/jobs.py
@@ -41,7 +41,8 @@
                      AffiliationRecommendation,
                      MergeRecommendation,
                      GenderRecommendation,
-                     ScheduledTask)
+                     ScheduledTask,
+                     MIN_PERIOD_DATE)
 from .recommendations.engine import RecommendationEngine
 
 
@@ -126,7 +127,7 @@ def job_in_tenant(job, tenant):
 
 @django_rq.job
 @job_using_tenant
-def recommend_affiliations(ctx, uuids=None):
+def recommend_affiliations(ctx, uuids=None, last_modified=MIN_PERIOD_DATE):
     """Generate a list of affiliation recommendations from a set of individuals.
 
     This function generates a list of recommendations which include the
@@ -140,6 +141,8 @@ def recommend_affiliations(ctx, uuids=None):
 
     :param ctx: context where this job is run
     :param uuids: list of individuals identifiers
+    :param last_modified: generate recommendations only for individuals modified after
+        this date
 
     :returns: a dictionary with which individuals are recommended to be
         affiliated to which organization.
@@ -148,7 +151,7 @@ def recommend_affiliations(ctx, uuids=None):
 
     if not uuids:
         logger.info(f"Running job {job.id} 'recommend affiliations'; uuids='all'; ...")
-        uuids = Individual.objects.values_list('mk', flat=True).iterator()
+        uuids = Individual.objects.filter(last_modified__gte=last_modified).values_list('mk', flat=True).iterator()
     else:
         logger.info(f"Running job {job.id} 'recommend affiliations'; uuids={uuids}; ...")
         uuids = iter(uuids)
@@ -196,7 +199,10 @@ def recommend_affiliations(ctx, uuids=None):
 
 @django_rq.job
 @job_using_tenant
-def recommend_matches(ctx, source_uuids, target_uuids, criteria, exclude=True, verbose=False, strict=True):
+def recommend_matches(ctx, source_uuids,
+                      target_uuids, criteria,
+                      exclude=True, verbose=False,
+                      strict=True, last_modified=MIN_PERIOD_DATE):
     """Generate a list of affiliation recommendations from a set of individuals.
 
     This function generates a list of recommendations which include the
@@ -222,6 +228,8 @@ def recommend_matches(ctx, source_uuids, target_uuids, criteria, exclude=True, v
         RecommenderExclusionTerm table. Otherwise, results will not ignore them.
     :param verbose: if set to `True`, the match results will be composed by individual
         identities (even belonging to the same individual).
+    :param last_modified: generate recommendations only for individuals modified after
+        this date
 
     :returns: a dictionary with which individuals are recommended to be
         merged to which individual or which identities.
@@ -243,7 +251,7 @@ def recommend_matches(ctx, source_uuids, target_uuids, criteria, exclude=True, v
 
     trxl = TransactionsLog.open('recommend_matches', job_ctx)
 
-    for rec in engine.recommend('matches', source_uuids, target_uuids, criteria, exclude, verbose, strict):
+    for rec in engine.recommend('matches', source_uuids, target_uuids, criteria, exclude, verbose, strict, last_modified):
         results[rec.key] = list(rec.options)
         # Store matches in the database
         for match in rec.options:
@@ -333,7 +341,7 @@ def recommend_gender(ctx, uuids, exclude=True, no_strict_matching=False):
 
 @django_rq.job
 @job_using_tenant
-def affiliate(ctx, uuids=None):
+def affiliate(ctx, uuids=None, last_modified=MIN_PERIOD_DATE):
     """Affiliate a set of individuals using recommendations.
 
     This function automates the affiliation process obtaining
@@ -348,6 +356,8 @@ def affiliate(ctx, uuids=None):
 
     :param ctx: context where this job is run
     :param uuids: list of individuals identifiers
+    :param last_modified: only affiliate individuals that have been
+        modified after this date
 
     :returns: a dictionary with which individuals were enrolled
         and the errors found running the job
@@ -356,7 +366,7 @@ def affiliate(ctx, uuids=None):
 
     if not uuids:
         logger.info(f"Running job {job.id} 'affiliate'; uuids='all'; ...")
-        uuids = Individual.objects.values_list('mk', flat=True).iterator()
+        uuids = Individual.objects.filter(last_modified__gte=last_modified).values_list('mk', flat=True).iterator()
     else:
         logger.info(f"Running job {job.id} 'affiliate'; uuids={uuids}; ...")
         uuids = iter(uuids)
@@ -401,7 +411,7 @@ def affiliate(ctx, uuids=None):
 
 @django_rq.job
 @job_using_tenant
-def unify(ctx, criteria, source_uuids=None, target_uuids=None, exclude=True, strict=True):
+def unify(ctx, criteria, source_uuids=None, target_uuids=None, exclude=True, strict=True, last_modified=MIN_PERIOD_DATE):
     """Unify a set of individuals by merging them using matching recommendations.
 
     This function automates the identities unify process obtaining
@@ -425,6 +435,7 @@ def unify(ctx, criteria, source_uuids=None, target_uuids=None, exclude=True, str
     :param exclude: if set to `True`, the results list will ignore individual identities
         if any value from the `email`, `name`, or `username` fields are found in the
         RecommenderExclusionTerm table. Otherwise, results will not ignore them.
+    :param last_modified: only unify individuals that have been modified after this date
 
     :returns: a list with the individuals resulting from merge operations
         and the errors found running the job
@@ -471,7 +482,13 @@ def _group_recommendations(recs):
     trxl = TransactionsLog.open('unify', job_ctx)
 
     match_recs = {}
-    for rec in engine.recommend('matches', source_uuids, target_uuids, criteria, exclude=exclude, strict=strict):
+    for rec in engine.recommend('matches',
+                                source_uuids,
+                                target_uuids,
+                                criteria,
+                                exclude=exclude,
+                                strict=strict,
+                                last_modified=last_modified):
         match_recs[rec.key] = list(rec.options)
 
     match_groups = _group_recommendations(match_recs)

diff --git a/sortinghat/core/recommendations/matching.py b/sortinghat/core/recommendations/matching.py
@@ -30,7 +30,7 @@
 
 from ..db import (find_individual_by_uuid)
 from ..errors import NotFoundError
-from ..models import Identity
+from ..models import Identity, MIN_PERIOD_DATE
 
 from .exclusion import fetch_recommender_exclusion_list
 
@@ -40,7 +40,10 @@
 NAME_REGEX = r"^\w+\s\w+"
 
 
-def recommend_matches(source_uuids, target_uuids, criteria, exclude=True, verbose=False, strict=True):
+def recommend_matches(source_uuids, target_uuids,
+                      criteria, exclude=True,
+                      verbose=False, strict=True,
+                      last_modified=MIN_PERIOD_DATE):
     """Recommend identity matches for a list of individuals.
 
     Returns a generator of identity matches recommendations
@@ -75,6 +78,8 @@ def recommend_matches(source_uuids, target_uuids, criteria, exclude=True, verbos
     :param verbose: if set to `True`, the list of results will include individual
     identities. Otherwise, results will include main keys from individuals
     :param strict: strict matching with well-formed email addresses and names
+    :param last_modified: generate recommendations only for individuals modified after
+        this date
 
     :returns: a generator of recommendations
     """
@@ -106,7 +111,7 @@ def _get_identities(uuid):
             aliases[uuid] = [identity.uuid for identity in identities]
             input_set.update(identities)
     else:
-        identities = Identity.objects.select_related('individual').all()
+        identities = Identity.objects.select_related('individual').filter(individual__last_modified__gte=last_modified)
         input_set.update(identities)
         for identity in identities:
             aliases[identity.individual.mk].append(identity.uuid)

diff --git a/sortinghat/core/schema.py b/sortinghat/core/schema.py
@@ -95,7 +95,8 @@
                      AffiliationRecommendation,
                      MergeRecommendation,
                      GenderRecommendation,
-                     ScheduledTask)
+                     ScheduledTask,
+                     MIN_PERIOD_DATE)
 from .recommendations.exclusion import delete_recommend_exclusion_term, add_recommender_exclusion_term
 
 
@@ -1047,17 +1048,18 @@ class RecommendAffiliations(graphene.Mutation):
     class Arguments:
         uuids = graphene.List(graphene.String,
                               required=False)
+        last_modified = graphene.DateTime(required=False)
 
     job_id = graphene.Field(lambda: graphene.String)
 
     @check_permissions('core.execute_job')
     @check_auth
-    def mutate(self, info, uuids=None):
+    def mutate(self, info, uuids=None, last_modified=MIN_PERIOD_DATE):
         user = info.context.user
         tenant = get_db_tenant()
         ctx = SortingHatContext(user=user, tenant=tenant)
 
-        job = enqueue(recommend_affiliations, ctx, uuids, job_timeout=-1)
+        job = enqueue(recommend_affiliations, ctx, uuids, last_modified, job_timeout=-1)
 
         return RecommendAffiliations(
             job_id=job.id
@@ -1074,17 +1076,30 @@ class Arguments:
         verbose = graphene.Boolean(required=False)
         exclude = graphene.Boolean(required=False)
         strict = graphene.Boolean(required=False)
+        last_modified = graphene.DateTime(required=False)
 
     job_id = graphene.Field(lambda: graphene.String)
 
     @check_permissions('core.execute_job')
     @check_auth
-    def mutate(self, info, criteria, source_uuids=None, target_uuids=None, exclude=True, verbose=False, strict=True):
+    def mutate(self, info, criteria,
+               source_uuids=None, target_uuids=None,
+               exclude=True, verbose=False, strict=True,
+               last_modified=MIN_PERIOD_DATE):
         user = info.context.user
         tenant = get_db_tenant()
         ctx = SortingHatContext(user=user, tenant=tenant)
 
-        job = enqueue(recommend_matches, ctx, source_uuids, target_uuids, criteria, exclude, verbose, strict, job_timeout=-1)
+        job = enqueue(recommend_matches,
+                      ctx,
+                      source_uuids,
+                      target_uuids,
+                      criteria,
+                      exclude,
+                      verbose,
+                      strict,
+                      last_modified,
+                      job_timeout=-1)
 
         return RecommendMatches(
             job_id=job.id
@@ -1117,17 +1132,18 @@ class Affiliate(graphene.Mutation):
     class Arguments:
         uuids = graphene.List(graphene.String,
                               required=False)
+        last_modified = graphene.DateTime(required=False)
 
     job_id = graphene.Field(lambda: graphene.String)
 
     @check_permissions('core.execute_job')
     @check_auth
-    def mutate(self, info, uuids=None):
+    def mutate(self, info, uuids=None, last_modified=MIN_PERIOD_DATE):
         user = info.context.user
         tenant = get_db_tenant()
         ctx = SortingHatContext(user=user, tenant=tenant)
 
-        job = enqueue(affiliate, ctx, uuids, job_timeout=-1)
+        job = enqueue(affiliate, ctx, uuids, last_modified, job_timeout=-1)
 
         return Affiliate(
             job_id=job.id
@@ -1143,17 +1159,21 @@ class Arguments:
         criteria = graphene.List(graphene.String)
         exclude = graphene.Boolean(required=False)
         strict = graphene.Boolean(required=False)
+        last_modified = graphene.DateTime(required=False)
 
     job_id = graphene.Field(lambda: graphene.String)
 
     @check_permissions('core.execute_job')
     @check_auth
-    def mutate(self, info, criteria, source_uuids=None, target_uuids=None, exclude=True, strict=True):
+    def mutate(self, info, criteria,
+               source_uuids=None, target_uuids=None,
+               exclude=True, strict=True,
+               last_modified=MIN_PERIOD_DATE):
         user = info.context.user
         tenant = get_db_tenant()
         ctx = SortingHatContext(user=user, tenant=tenant)
 
-        job = enqueue(unify, ctx, criteria, source_uuids, target_uuids, exclude, strict, job_timeout=-1)
+        job = enqueue(unify, ctx, criteria, source_uuids, target_uuids, exclude, strict, last_modified, job_timeout=-1)
 
         return Unify(
             job_id=job.id

diff --git a/tests/rec/test_matches.py b/tests/rec/test_matches.py
@@ -23,6 +23,8 @@
 from django.contrib.auth import get_user_model
 from django.test import TestCase
 
+from grimoirelab_toolkit.datetime import datetime_utcnow
+
 from sortinghat.core import api
 from sortinghat.core.context import SortingHatContext
 from sortinghat.core.recommendations.matching import recommend_matches
@@ -239,6 +241,36 @@ def test_recommend_matches_exclude(self):
         self.assertEqual(len(result), 3)
         self.assertDictEqual(result, expected)
 
+    def test_recommend_matches_last_modified(self):
+        """Check if recommendations are obtained for individuals modified after a date"""
+
+        timestamp = datetime_utcnow()
+
+        api.add_identity(self.ctx,
+                         username='john_smith',
+                         source='mls',
+                         uuid=self.js_alt.uuid)
+        # Test
+        expected = {
+            self.js_alt.uuid: sorted([self.jsmith.uuid])
+        }
+
+        criteria = ['email', 'name', 'username']
+
+        # Identities which don't have the fields in `criteria` won't be returned
+        recs = dict(recommend_matches(None,
+                                      None,
+                                      criteria,
+                                      last_modified=timestamp))
+
+        # Preserve results order for the comparison against the expected results
+        result = {}
+        for key in recs:
+            result[key] = sorted(recs[key])
+
+        self.assertEqual(len(result), 1)
+        self.assertDictEqual(result, expected)
+
     def test_recommend_matches_verbose(self):
         """Check if recommendations are obtained for the specified individuals, at identity level"""