implement analyzer.go:Analyzer:BigSPenderReport which assumes no clobber on FirstInitial LastName

digits-work-sample-go.d/analyzer.go

@@ -1,5 +1,12 @@
 package analyzer
 
+import (
+	"fmt"
+	"sort"
+
+	"gonum.org/v1/gonum/stat"
+)
+
 // Analyzer processes Transactions and generates reports.
 type Analyzer struct {
 	// The list of Transactions available to analyze.
@@ -51,6 +58,18 @@ func (anz *Analyzer) LargestTransaction() (Transaction, error) {
 	return anz.transactions[largestIdx], nil
 }
 
+// byCardholder groups the transactions by cardholder and returns a map of
+// cardholder name to the list of transactions that are part of that cardholder.
+func (anz *Analyzer) byCardholder() map[string]Transactions {
+	result := map[string]Transactions{}
+	for i := range anz.transactions {
+		transactionsForCardholder := result[anz.transactions[i].stringifyCardholder()]
+		transactionsForCardholder = append(transactionsForCardholder, anz.transactions[i])
+		result[anz.transactions[i].stringifyCardholder()] = transactionsForCardholder
+	}
+	return result
+}
+
 // ByCategory groups the transactions by category and returns a map of
 // category name to the list of transactions that are part of that category.
 func (anz *Analyzer) ByCategory() map[string]Transactions {
@@ -63,6 +82,27 @@ func (anz *Analyzer) ByCategory() map[string]Transactions {
 	return result
 }
 
+type cardholderAndSum struct {
+	cardholder string
+	sum        Amount
+}
+type cardholderAndSums []cardholderAndSum
+
+func (cardholderAndSums cardholderAndSums) Len() int {
+	return len(cardholderAndSums)
+}
+
+func (cardholderAndSums cardholderAndSums) Less(i, j int) bool {
+	if cardholderAndSums[i].sum == cardholderAndSums[j].sum {
+		return cardholderAndSums[i].cardholder > cardholderAndSums[j].cardholder
+	}
+	return cardholderAndSums[i].sum > cardholderAndSums[j].sum
+}
+
+func (cardholderAndSums cardholderAndSums) Swap(i, j int) {
+	cardholderAndSums[i], cardholderAndSums[j] = cardholderAndSums[j], cardholderAndSums[i]
+}
+
 // BigSpenderReport generates our Big Spender Report.
 //
 // "Big spenders" are defined as those people who, in aggregate
@@ -72,19 +112,51 @@ func (anz *Analyzer) ByCategory() map[string]Transactions {
 // The method determines who they are and generates a well-formatted
 // report to call them out.
 func (anz *Analyzer) BigSpenderReport() string {
-	report := `
+	if len(anz.transactions) == 0 {
-Digits Big Spenders Report
+		return anz.formatCardholderAmountsAsUSD("Digits Big Spenders Report", nil)
+	}
+
+	meanSpend, stddevSpend := anz.spendMeanStdDevPerCardholder()
+	cardholderAndSums := make(cardholderAndSums, 0)
+	for cardholder, transactionsForCardholder := range anz.byCardholder() {
+		cardholderSpendSum := transactionsForCardholder.Sum()
+		if cardholderSpendSum-2*stddevSpend > meanSpend {
+			cardholderAndSums = append(cardholderAndSums, cardholderAndSum{cardholder: cardholder, sum: cardholderSpendSum})
+		}
+	}
+	sort.Slice(cardholderAndSums, cardholderAndSums.Less)
+
+	return anz.formatCardholderAmountsAsUSD("Digits Big Spenders Report", cardholderAndSums)
+}
+
+func (anz *Analyzer) spendMeanStdDevPerCardholder() (mean, stdddev Amount) {
+	spendPerCardholder := anz.spendPerCardholder()
+	meanf64, stdf64 := stat.MeanStdDev(spendPerCardholder, nil)
+	return Amount(meanf64), Amount(stdf64)
+}
+
+func (anz *Analyzer) spendPerCardholder() []float64 {
+	values := []float64{}
+	for _, transactions := range anz.byCardholder() {
+		values = append(values, float64(transactions.Sum()))
+	}
+	return values
+}
+
+func (anz *Analyzer) formatCardholderAmountsAsUSD(title string, cardholderAndSums []cardholderAndSum) string {
+	report := fmt.Sprintf(`
+%s
 ------------------------------------------------------
 Name                          Amount
-------------------------------------------------------`
+------------------------------------------------------`, title)
-
+	for i := range cardholderAndSums {
-	// TODO: Not implemented.
+		report = fmt.Sprintf("%s\n%-30s%s",
-	// TODO: As a reminder, we're looking for well-factored, well-organized
+			report,
-	//       code. We encourage you to refactor, change, or add to any part
+			cardholderAndSums[i].cardholder,
-	//       of the non-test code as you see fit!
+			cardholderAndSums[i].sum.FormatUSD(),
-	report += ""
+		)
-
+	}
-	return report
+	return fmt.Sprintf("%s\n------------------------------------------------------", report)
 }
 
 // New creates a new Analyzer with an empty set of transactions

digits-work-sample-go.d/go.mod

@@ -2,4 +2,7 @@ module github.com/digits/WorkSample-Go
 
 go 1.13
 
-require golang.org/x/text v0.13.0
+require (
+	golang.org/x/text v0.13.0
+	gonum.org/v1/gonum v0.14.0 // indirect
+)

digits-work-sample-go.d/go.sum

@@ -1,32 +1,141 @@
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todo.yaml

@@ -2,7 +2,6 @@ todo:
 - review readme tail to finish // answer 3 questions, gofmt
 - todo: go test
   subtasks:
-  - TestAnalyzer_BigSpendersReport
   - TestAnalyzer_TransactionsFromURLs
   - TestAnalyzer_TransactionsFromURLsConcurrent
   - amount.go:Rounded probably does NOT handle float precision well... it is float64
@@ -37,8 +36,10 @@ todo:
     each category's size. Makes code look weird, though. Hm.
   - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
   - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
-  - analyzer.go:Analyzer:BigSpenderReport I ASSUME is spend-specific--the previous
+  - analyzer.go:Analyzer:tranasctionsMean I ASSUME arithmetic mean (sum/count), but
-    implementation of largestTransaction incldues refunds and should be ignored
+    could be another mean not specified (ie geometric)
+  - analyzer.go:Analyzer:BigSpendersReport assumes no overlapping FirstInitial LastName
+    cardholders
 scheduled: []
 done:
 - todo: hello world
@@ -753,3 +754,214 @@ done:
   - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
   - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
   ts: Sun Oct 15 11:57:55 MDT 2023
+- todo: go test
+  subtasks:
+  - TestAnalyzer_BigSpendersReport
+  - TestAnalyzer_TransactionsFromURLs
+  - TestAnalyzer_TransactionsFromURLsConcurrent
+  - amount.go:Rounded probably does NOT handle float precision well... it is float64
+    tho...
+  - my `go mod tidy` actually cleared `go.mod` file, probably weird localhost backwards
+    compatilble stuff
+  - transaction.go:Transaction:String not clear if FormatUSD or amount currency should
+    not be changed, or even what currency Amount is
+  - transaction.go:Transaction:Sum again doesnt care about Amount currency or vendor/vendee
+    drift
+  - analyzer.go:Analyzer:LargestTransaction doesn't specify how to break ties; stable
+    or latest?
+  - analyzer.go:Analyzer:Add should dedupe transactions added, but transactions.go:FromFile
+    will load duplicate transactions from json file so hmmmm
+  - todo: analyzer.go:Analzyer:Add dedupes each transaction, which is O(n**2)
+    details: |
+      * BUT there's no indicator whether order of the array matters, so it's unsafe for me to sort/heapify that stuff
+      * OR I can store a second copy of all entries in a map, but that risks drift syncing the two
+      * SO I could create a UniqueTransactions struct {
+          transactions []Transaction
+          dedupes map[Transaction]struct{}
+        }
+        but that's just doubling RAM usage in a thing that sounds like it could scale infinitely over time
+        SO I could do a [hash(Transaction)][]*Transaction and compare just a subset. Because it's in RAM and computed live, the hash cardinality could be changed on any release
+        <------------------ if I have time, do this
+  - analyzer.go:Analyzer:Add dedupes but what is a duplicate transaction? Transactions
+    can be pending and then later disappear to have their date updated OR be like
+    pre-charges on credit cards that later disappear
+  - analyzer.go:Analyzer:Add is not concurrency-safe
+  - analyzer.go:Analyzer:ByCategory probably allocates big slices out the gate and
+    expends to way-too-big-slices by end time. Could do 2 passes (still O(n)) to pre-compute
+    each category's size. Makes code look weird, though. Hm.
+  - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
+  - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
+  - analyzer.go:Analyzer:BigSpenderReport I ASSUME is spend-specific--the previous
+    implementation of largestTransaction incldues refunds and should be ignored
+  ts: Sun Oct 15 12:04:58 MDT 2023
+- todo: go test
+  subtasks:
+  - TestAnalyzer_BigSpendersReport
+  - TestAnalyzer_TransactionsFromURLs
+  - TestAnalyzer_TransactionsFromURLsConcurrent
+  - amount.go:Rounded probably does NOT handle float precision well... it is float64
+    tho...
+  - my `go mod tidy` actually cleared `go.mod` file, probably weird localhost backwards
+    compatilble stuff
+  - transaction.go:Transaction:String not clear if FormatUSD or amount currency should
+    not be changed, or even what currency Amount is
+  - transaction.go:Transaction:Sum again doesnt care about Amount currency or vendor/vendee
+    drift
+  - analyzer.go:Analyzer:LargestTransaction doesn't specify how to break ties; stable
+    or latest?
+  - analyzer.go:Analyzer:Add should dedupe transactions added, but transactions.go:FromFile
+    will load duplicate transactions from json file so hmmmm
+  - todo: analyzer.go:Analzyer:Add dedupes each transaction, which is O(n**2)
+    details: |
+      * BUT there's no indicator whether order of the array matters, so it's unsafe for me to sort/heapify that stuff
+      * OR I can store a second copy of all entries in a map, but that risks drift syncing the two
+      * SO I could create a UniqueTransactions struct {
+          transactions []Transaction
+          dedupes map[Transaction]struct{}
+        }
+        but that's just doubling RAM usage in a thing that sounds like it could scale infinitely over time
+        SO I could do a [hash(Transaction)][]*Transaction and compare just a subset. Because it's in RAM and computed live, the hash cardinality could be changed on any release
+        <------------------ if I have time, do this
+  - analyzer.go:Analyzer:Add dedupes but what is a duplicate transaction? Transactions
+    can be pending and then later disappear to have their date updated OR be like
+    pre-charges on credit cards that later disappear
+  - analyzer.go:Analyzer:Add is not concurrency-safe
+  - analyzer.go:Analyzer:ByCategory probably allocates big slices out the gate and
+    expends to way-too-big-slices by end time. Could do 2 passes (still O(n)) to pre-compute
+    each category's size. Makes code look weird, though. Hm.
+  - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
+  - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
+  - analyzer.go:Analyzer:BigSpenderReport I ASSUME is spend-specific--the previous
+    implementation of largestTransaction incldues refunds and should be ignored
+  - analyzer.go:Analyzer:tranasctionsMean I ASSUME arithmetic mean (sum/count), but
+    could be another mean not specified (ie geometric)
+  ts: Sun Oct 15 12:16:17 MDT 2023
+- todo: go test
+  subtasks:
+  - TestAnalyzer_BigSpendersReport
+  - TestAnalyzer_TransactionsFromURLs
+  - TestAnalyzer_TransactionsFromURLsConcurrent
+  - amount.go:Rounded probably does NOT handle float precision well... it is float64
+    tho...
+  - my `go mod tidy` actually cleared `go.mod` file, probably weird localhost backwards
+    compatilble stuff
+  - transaction.go:Transaction:String not clear if FormatUSD or amount currency should
+    not be changed, or even what currency Amount is
+  - transaction.go:Transaction:Sum again doesnt care about Amount currency or vendor/vendee
+    drift
+  - analyzer.go:Analyzer:LargestTransaction doesn't specify how to break ties; stable
+    or latest?
+  - analyzer.go:Analyzer:Add should dedupe transactions added, but transactions.go:FromFile
+    will load duplicate transactions from json file so hmmmm
+  - todo: analyzer.go:Analzyer:Add dedupes each transaction, which is O(n**2)
+    details: |
+      * BUT there's no indicator whether order of the array matters, so it's unsafe for me to sort/heapify that stuff
+      * OR I can store a second copy of all entries in a map, but that risks drift syncing the two
+      * SO I could create a UniqueTransactions struct {
+          transactions []Transaction
+          dedupes map[Transaction]struct{}
+        }
+        but that's just doubling RAM usage in a thing that sounds like it could scale infinitely over time
+        SO I could do a [hash(Transaction)][]*Transaction and compare just a subset. Because it's in RAM and computed live, the hash cardinality could be changed on any release
+        <------------------ if I have time, do this
+  - analyzer.go:Analyzer:Add dedupes but what is a duplicate transaction? Transactions
+    can be pending and then later disappear to have their date updated OR be like
+    pre-charges on credit cards that later disappear
+  - analyzer.go:Analyzer:Add is not concurrency-safe
+  - analyzer.go:Analyzer:ByCategory probably allocates big slices out the gate and
+    expends to way-too-big-slices by end time. Could do 2 passes (still O(n)) to pre-compute
+    each category's size. Makes code look weird, though. Hm.
+  - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
+  - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
+  - analyzer.go:Analyzer:BigSpenderReport I ASSUME is spend-specific--the previous
+    implementation of largestTransaction incldues refunds and should be ignored
+  - analyzer.go:Analyzer:tranasctionsMean I ASSUME arithmetic mean (sum/count), but
+    could be another mean not specified (ie geometric)
+  - analyzer.go:Analyzer:BigSpendersReport assumes no overlapping FirstInitial LastName
+    cardholders
+  ts: Sun Oct 15 12:33:30 MDT 2023
+- todo: go test
+  subtasks:
+  - TestAnalyzer_BigSpendersReport
+  - TestAnalyzer_TransactionsFromURLs
+  - TestAnalyzer_TransactionsFromURLsConcurrent
+  - amount.go:Rounded probably does NOT handle float precision well... it is float64
+    tho...
+  - my `go mod tidy` actually cleared `go.mod` file, probably weird localhost backwards
+    compatilble stuff
+  - transaction.go:Transaction:String not clear if FormatUSD or amount currency should
+    not be changed, or even what currency Amount is
+  - transaction.go:Transaction:Sum again doesnt care about Amount currency or vendor/vendee
+    drift
+  - analyzer.go:Analyzer:LargestTransaction doesn't specify how to break ties; stable
+    or latest?
+  - analyzer.go:Analyzer:Add should dedupe transactions added, but transactions.go:FromFile
+    will load duplicate transactions from json file so hmmmm
+  - todo: analyzer.go:Analzyer:Add dedupes each transaction, which is O(n**2)
+    details: |
+      * BUT there's no indicator whether order of the array matters, so it's unsafe for me to sort/heapify that stuff
+      * OR I can store a second copy of all entries in a map, but that risks drift syncing the two
+      * SO I could create a UniqueTransactions struct {
+          transactions []Transaction
+          dedupes map[Transaction]struct{}
+        }
+        but that's just doubling RAM usage in a thing that sounds like it could scale infinitely over time
+        SO I could do a [hash(Transaction)][]*Transaction and compare just a subset. Because it's in RAM and computed live, the hash cardinality could be changed on any release
+        <------------------ if I have time, do this
+  - analyzer.go:Analyzer:Add dedupes but what is a duplicate transaction? Transactions
+    can be pending and then later disappear to have their date updated OR be like
+    pre-charges on credit cards that later disappear
+  - analyzer.go:Analyzer:Add is not concurrency-safe
+  - analyzer.go:Analyzer:ByCategory probably allocates big slices out the gate and
+    expends to way-too-big-slices by end time. Could do 2 passes (still O(n)) to pre-compute
+    each category's size. Makes code look weird, though. Hm.
+  - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
+  - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
+  - analyzer.go:Analyzer:BigSpenderReport I found is NOT spend-specific
+  - analyzer.go:Analyzer:tranasctionsMean I ASSUME arithmetic mean (sum/count), but
+    could be another mean not specified (ie geometric)
+  - analyzer.go:Analyzer:BigSpendersReport assumes no overlapping FirstInitial LastName
+    cardholders
+  ts: Sun Oct 15 12:54:47 MDT 2023
+- todo: go test
+  subtasks:
+  - TestAnalyzer_BigSpendersReport
+  - TestAnalyzer_TransactionsFromURLs
+  - TestAnalyzer_TransactionsFromURLsConcurrent
+  - amount.go:Rounded probably does NOT handle float precision well... it is float64
+    tho...
+  - my `go mod tidy` actually cleared `go.mod` file, probably weird localhost backwards
+    compatilble stuff
+  - transaction.go:Transaction:String not clear if FormatUSD or amount currency should
+    not be changed, or even what currency Amount is
+  - transaction.go:Transaction:Sum again doesnt care about Amount currency or vendor/vendee
+    drift
+  - analyzer.go:Analyzer:LargestTransaction doesn't specify how to break ties; stable
+    or latest?
+  - analyzer.go:Analyzer:Add should dedupe transactions added, but transactions.go:FromFile
+    will load duplicate transactions from json file so hmmmm
+  - todo: analyzer.go:Analzyer:Add dedupes each transaction, which is O(n**2)
+    details: |
+      * BUT there's no indicator whether order of the array matters, so it's unsafe for me to sort/heapify that stuff
+      * OR I can store a second copy of all entries in a map, but that risks drift syncing the two
+      * SO I could create a UniqueTransactions struct {
+          transactions []Transaction
+          dedupes map[Transaction]struct{}
+        }
+        but that's just doubling RAM usage in a thing that sounds like it could scale infinitely over time
+        SO I could do a [hash(Transaction)][]*Transaction and compare just a subset. Because it's in RAM and computed live, the hash cardinality could be changed on any release
+        <------------------ if I have time, do this
+  - analyzer.go:Analyzer:Add dedupes but what is a duplicate transaction? Transactions
+    can be pending and then later disappear to have their date updated OR be like
+    pre-charges on credit cards that later disappear
+  - analyzer.go:Analyzer:Add is not concurrency-safe
+  - analyzer.go:Analyzer:ByCategory probably allocates big slices out the gate and
+    expends to way-too-big-slices by end time. Could do 2 passes (still O(n)) to pre-compute
+    each category's size. Makes code look weird, though. Hm.
+  - analyzer.go:Analyzer:Largest should be an anz.transactions.Max() to match Sum
+  - analyzer.go:Analyzer:Count should be an anz.transactions.Len() to match Sum
+  - analyzer.go:Analyzer:tranasctionsMean I ASSUME arithmetic mean (sum/count), but
+    could be another mean not specified (ie geometric)
+  - analyzer.go:Analyzer:BigSpendersReport assumes no overlapping FirstInitial LastName
+    cardholders
+  ts: Sun Oct 15 12:54:50 MDT 2023