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data_input.py
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819 lines (727 loc) · 29.5 KB
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import math
import os
from pathlib import Path
from dotenv import load_dotenv
import numpy as np
import pandas as pd
from utilities import (
pad_hour,
remove_non_alpha
)
# constants
BASE_PATH = Path(__file__).parent.resolve()
DATA_PATH = Path(__file__).parent.joinpath('data').resolve()
ATTENDANCE_THRESHOLD = 0.495
# load env var from .env file if in local environment
if BASE_PATH.joinpath('.env').exists():
load_dotenv()
user_dir = os.environ.get('USER_DIR')
attendance_file = os.environ.get('ATTENDANCE_FILE')
payment_file = os.environ.get('PAYMENT_FILE')
def get_attendance_data(filepath):
'''Reads in attendance data and returns a dataframe'''
attendance = pd.read_csv(
filepath,
usecols=[
'First name',
'Last name',
'Check in time',
'Check in date',
'Check out time',
'Check out date',
'Hours in care',
'Minutes in care',
],
dtype={
'First name': str,
'Last name': str,
'Check in time': str,
'Check in date': str,
'Check out time': str,
'Check out date': str,
'Hours in care': np.float_,
'Minutes in care': np.float_,
}
)
# rename columns to standardize column names
attendance.rename(
columns={
'First name': 'first_name',
'Last name': 'last_name',
'Check in time': 'check_in_time',
'Check in date': 'check_in_date',
'Check out time': 'check_out_time',
'Check out date': 'check_out_date',
'Hours in care': 'hours_in_care',
'Minutes in care': 'mins_in_care',
},
inplace=True
)
return attendance
def get_payment_data(filepath):
''' Reads in payment data and returns a dataframe'''
payment = pd.read_csv(
filepath,
skiprows=1,
usecols=[
'Business Name',
'First name',
'Last name',
'School age',
'Case number',
'Full days approved',
'Part days (or school days) approved',
'Co-pay (monthly)',
'Eligibility',
'Full day rate',
'Full day rate quality add-on',
'Part day rate',
'Part day rate quality add-on',
'Co-pay per child',
],
dtype={
'Business Name': str,
'First name': str,
'Last name': str,
'School age': str,
'Case number': str,
'Full days approved': np.float_,
'Part days (or school days) approved': np.float_,
'Co-pay (monthly)': np.float_,
'Eligibility': str,
'Full day rate': np.float_,
'Full day rate quality add-on': np.float_,
'Part day rate': np.float_,
'Part day rate quality add-on': np.float_,
'Co-pay per child': np.float_,
}
)
# rename columns to standardize column names
payment.rename(
columns={
'Business Name': 'biz_name',
'First name': 'first_name',
'Last name': 'last_name',
'School age': 'school_age',
'Case number': 'case_number',
'Full days approved': 'full_days_approved',
'Part days (or school days) approved': 'part_days_approved',
'Co-pay (monthly)': 'family_copay',
'Eligibility': 'eligibility',
'Full day rate': 'full_day_rate',
'Full day rate quality add-on': 'full_day_quality_add_on',
'Part day rate': 'part_day_rate',
'Part day rate quality add-on': 'part_day_quality_add_on',
'Co-pay per child': 'copay_per_child',
},
inplace=True
)
# fill in nans for approved days as zeros
payment['full_days_approved'] = payment['full_days_approved'].fillna(0)
payment['part_days_approved'] = payment['part_days_approved'].fillna(0)
return payment
def clean_attendance_data(attendance_df):
'''Cleans and prepares attendance data for subsequent calculations'''
# trim whitespace
attendance_df['first_name'] = attendance_df['first_name'].map(
lambda s: s.strip()
)
attendance_df['last_name'] = attendance_df['last_name'].map(
lambda s: s.strip()
)
# generate check in and out timestamps
check_in_str = (
attendance_df['check_in_time'].map(pad_hour) + ' ' + attendance_df['check_in_date']
)
check_in_ts = pd.to_datetime(check_in_str, format='%I:%M %p %m/%d/%Y')
check_out_str = (
attendance_df['check_out_time'].map(pad_hour) + ' ' + attendance_df['check_out_date']
)
check_out_ts = pd.to_datetime(check_out_str, format='%I:%M %p %m/%d/%Y')
# calculate time in care
time_delta = check_out_ts - check_in_ts
# fill in checked in hours and mins for those not filled in
attendance_df['hours_in_care'] = attendance_df['hours_in_care'].fillna(
time_delta.dt.components['hours']
)
attendance_df['mins_in_care'] = attendance_df['mins_in_care'].fillna(
time_delta.dt.components['minutes']
)
# convert dates to datetime
attendance_df['check_in_date'] = pd.to_datetime(attendance_df['check_in_date'])
attendance_df['check_out_date'] = pd.to_datetime(attendance_df['check_out_date'])
return attendance_df
def validate_copay(payment_df):
'''Raises an error if copay is not the same across a family'''
family_copay_same = (
payment_df.groupby('case_number')['family_copay']
.nunique()
.reset_index()
)
errors = family_copay_same.loc[family_copay_same['family_copay'] > 1, 'case_number']
if errors.size != 0:
raise ValueError(
'The following case numbers have different copay amounts',
', '.join(case for case in errors)
)
def clean_payment_data(payment_df):
'''Cleans and prepares payment data for subsequent calculations'''
# trim whitespace for user input text columns
payment_df['biz_name'] = payment_df['biz_name'].map(
lambda s: s.strip()
)
payment_df['first_name'] = payment_df['first_name'].map(
lambda s: s.strip()
)
payment_df['last_name'] = payment_df['last_name'].map(
lambda s: s.strip()
)
payment_df['case_number'] = payment_df['case_number'].map(
lambda s: s.strip()
)
# generate full name column
payment_df['name'] = payment_df['first_name'] + ' ' + payment_df['last_name']
return payment_df
def generate_child_id(df):
'''Generates a child id column based on first name and last name'''
first_name = df['first_name'].map(remove_non_alpha)
last_name = df['last_name'].map(remove_non_alpha)
df['child_id'] = first_name + last_name
return df
def calculate_days_in_month(attendance_df):
''' Calculate days in month and days left from max attendance date'''
max_attended_date = attendance_df['check_out_date'].max()
days_in_month = max_attended_date.daysinmonth
days_left = days_in_month - max_attended_date.day
return days_in_month, days_left
def count_days_attended(attendance_df):
'''
Counts the number of part and full days attended.
(0,5) hrs: 1 part day
[5,12] hrs: 1 full day
(12, 17) hrs: 1 full day and 1 part day
[17, 24] hrs: 2 full days
Returns a dataframe with additional columns of full and part days attended.
'''
time_in_care = (
attendance_df['hours_in_care'] + (attendance_df['mins_in_care'] / 60)
)
# count number of part and full days attended
def count_part_days(time_in_care_):
if (
time_in_care_ < 5
or 12 < time_in_care_ < 17
):
return 1
else:
return 0
def count_full_days(time_in_care_):
if time_in_care_ < 5:
return 0
if time_in_care_ < 17:
return 1
if time_in_care_ <= 24:
return 2
else:
# TODO add separate data validation functions
raise ValueError('Value should not be more than 24')
attendance_df['part_days_attended'] = time_in_care.map(count_part_days)
attendance_df['full_days_attended'] = time_in_care.map(count_full_days)
# aggregate to each child_id
return (
attendance_df.groupby('child_id')[['full_days_attended', 'part_days_attended']]
.sum()
)
def combine_payment_and_attendance(payment_df, attendance_df):
''' Combines payment and attendance data and returns a merged dataframe.'''
# left join between payment and attendance data
merged_df = pd.merge(
payment_df, attendance_df,
how='left',
on='child_id'
)
# kids without attendance data have no attendance so set attended days as 0
merged_df['full_days_attended'] = merged_df['full_days_attended'].fillna(0)
merged_df['part_days_attended'] = merged_df['part_days_attended'].fillna(0)
return merged_df
def extract_ineligible_children(merged_df):
'''Keeps the ineligible children'''
return merged_df.loc[merged_df['eligibility'] == 'Ineligible', :].copy()
def drop_ineligible_children(merged_df):
'''Drops ineligible children'''
return merged_df.loc[merged_df['eligibility'] == 'Eligible', :].copy()
def adjust_school_age_days(merged_df):
'''
Adjust approved days for school-aged children based on attendance.
Returns a dataframe with adjusted full and part day approved
'''
# helper function for new extra_full_days field
def calculate_extra_full_days(row):
# If school age and attended_full > approved_full,
# count extra_full_days.
# Then add to approved_full and subtract approved_part accordingly
if (
row['school_age'] == 'Yes'
and row['full_days_attended'] > row['full_days_approved']
):
extra_full_days = (
row['full_days_attended'] - row['full_days_approved']
)
else:
extra_full_days = 0
return extra_full_days
# calculate "extra" full days used
merged_df['extra_full_days'] = merged_df.apply(
calculate_extra_full_days, axis = 1
)
# add extra full days to full days approved
merged_df['adj_full_days_approved'] = merged_df.apply(
lambda row: row['full_days_approved'] + row['extra_full_days']
if row['extra_full_days'] > 0 else row['full_days_approved'],
axis=1
)
# subtract extra full days from part days approved
merged_df['adj_part_days_approved'] = merged_df.apply(
lambda row: row['part_days_approved'] - row['extra_full_days']
if row['extra_full_days'] > 0 else row['part_days_approved'],
axis=1
)
merged_df = merged_df.drop('extra_full_days', axis=1)
return merged_df
def cap_attended_days(merged_df):
'''
Caps the days attended by a child to the days approved by rate type.
We assume that the provider will not receive payment for days attended over
the days approved for each rate type.
Returns a dataframe with days attended capped at days approved for each rate
type.
'''
merged_df['full_days_attended'] = merged_df.apply(
lambda row: row['adj_full_days_approved']
if row['full_days_attended'] > row['adj_full_days_approved']
else row['full_days_attended'],
axis=1
)
merged_df['part_days_attended'] = merged_df.apply(
lambda row: row['adj_part_days_approved']
if row['part_days_attended'] > row['adj_part_days_approved']
else row['part_days_attended'],
axis=1
)
return merged_df
def calculate_family_days(merged_df):
'''
Aggregates child level days on a family level.
Returns a dataframe with part and full family days attended and approved.
'''
# calculate family level days approved and attended
merged_df['family_full_days_approved'] = (
merged_df.groupby('case_number')['adj_full_days_approved']
.transform(np.sum)
)
merged_df['family_full_days_attended'] = (
merged_df.groupby('case_number')['full_days_attended']
.transform(np.sum)
)
merged_df['family_part_days_approved'] = (
merged_df.groupby('case_number')['adj_part_days_approved']
.transform(np.sum)
)
merged_df['family_part_days_attended'] = (
merged_df.groupby('case_number')['part_days_attended']
.transform(np.sum)
)
# calculate total family days
merged_df['family_total_days_approved'] = (
merged_df['family_full_days_approved']
+ merged_df['family_part_days_approved']
)
merged_df['family_total_days_attended'] = (
merged_df['family_full_days_attended']
+ merged_df['family_part_days_attended']
)
return merged_df
def categorize_family_attendance_risk(merged_df, days_in_month_, days_left_):
'''
Categorizes the attendance risk of a family
Returns a dataframe with an additional attendance risk column
'''
days_elapsed = days_in_month_ - days_left_
# calculate number of children in the family
merged_df['num_children_in_family'] = (
merged_df.groupby('case_number')['child_id']
.transform('count')
)
def categorize_families(row):
# helper function to categorize families
# not enough information
if days_elapsed / days_in_month_ < 0.5:
return 'Not enough info'
# sure bet
if (
# condition 1: attendance rate >= threshold
row['family_total_days_attended'] / row['family_total_days_approved']
>= ATTENDANCE_THRESHOLD
# condition 2: child is one of 3 types below
and (
# child is approved for only full days and attended at least 1 full day
(
row['adj_full_days_approved'] > 0
and row['full_days_attended'] > 0
and row['adj_part_days_approved'] == 0
)
# child is approved for only part days and attended at least 1 part day
or (
row['adj_part_days_approved'] > 0
and row['part_days_attended'] > 0
and row['adj_full_days_approved'] == 0
)
# child is approved for both full and part days and
# attended at least 1 full day and 1 part day
or (
row['adj_full_days_approved'] > 0
and row['adj_part_days_approved'] > 0
and row['full_days_attended'] > 0
and row['part_days_attended'] > 0
)
)
):
return 'Sure bet'
# not met
if (
ATTENDANCE_THRESHOLD * row['family_total_days_approved']
- row['family_total_days_attended']
> row['num_children_in_family'] * days_left_
):
return 'Not met'
# at risk (using percentage rule based on adjusted attendance rate)
if (
row['family_total_days_attended']
/ ((days_elapsed / days_in_month_) * row['family_total_days_approved'])
< ATTENDANCE_THRESHOLD
):
return 'At risk'
# on track (all others not falling in above categories)
return 'On track'
# categorize families
merged_df['attendance_category'] = merged_df.apply(categorize_families, axis=1)
# drop col not used in future calculations
merged_df = merged_df.drop('num_children_in_family', axis=1)
return merged_df
def calculate_max_revenue_per_child_before_copay(merged_df):
'''
Calculates the maximum approved revenue per child before copay.
Returns a dataframe with an additional max revenue before copay column.
'''
def calculate_max_revenue(row):
return (
row['adj_full_days_approved'] * row['full_day_rate']
+ row['adj_part_days_approved'] * row['part_day_rate']
)
merged_df['max_revenue_before_copay'] = merged_df.apply(calculate_max_revenue, axis=1)
return merged_df
def calculate_max_quality_add_on_per_child(merged_df):
'''
Calculates the quality add on fee corresponding to maximum approved revenue
per child.
Returns a dataframe with an additional max quality add on column.
'''
def calculate_max_quality_add_on(row):
return(
row['adj_full_days_approved'] * row['full_day_quality_add_on']
+ row['adj_part_days_approved'] * row['part_day_quality_add_on']
)
merged_df['max_quality_add_on'] = merged_df.apply(calculate_max_quality_add_on, axis=1)
return merged_df
def calculate_min_revenue_per_child_before_copay(merged_df):
'''
Calculates the minimum (guaranteed revenue) per child before copay.
Returns a dataframe with an additional min revenue before copay column.
'''
def calculate_min_revenue(row):
# if threshold met and > 0 instances of attendance then approved days * rate type
if (row['family_total_days_attended'] / row['family_total_days_approved']
>= ATTENDANCE_THRESHOLD):
if row['full_days_attended'] > 0:
full_day_min_revenue = row['adj_full_days_approved'] * row['full_day_rate']
else:
full_day_min_revenue = 0
if row['part_days_attended'] > 0:
part_day_min_revenue = row['adj_part_days_approved'] * row['part_day_rate']
else:
part_day_min_revenue = 0
else:
full_day_min_revenue = row['full_days_attended'] * row['full_day_rate']
part_day_min_revenue = row['part_days_attended'] * row['part_day_rate']
return full_day_min_revenue + part_day_min_revenue
merged_df['min_revenue_before_copay'] = merged_df.apply(calculate_min_revenue, axis=1)
return merged_df
def calculate_min_quality_add_on_per_child(merged_df):
'''
Calculates the minimum (guaranteed) quality add on per child.
Returns a dataframe with an additional min revenue before copay column.
'''
def calculate_min_quality_add_on(row):
# if threshold met and > 0 instances of attendance then approved days * rate type
if (row['family_total_days_attended'] / row['family_total_days_approved']
>= ATTENDANCE_THRESHOLD):
if row['full_days_attended'] > 0:
full_day_min_quality_add_on = (
row['adj_full_days_approved'] * row['full_day_quality_add_on']
)
else:
full_day_min_quality_add_on = 0
if row['part_days_attended'] > 0:
part_day_min_quality_add_on = (
row['adj_part_days_approved'] * row['part_day_quality_add_on']
)
else:
part_day_min_quality_add_on = 0
else:
full_day_min_quality_add_on = (
row['full_days_attended'] * row['full_day_quality_add_on']
)
part_day_min_quality_add_on = (
row['part_days_attended'] * row['part_day_quality_add_on']
)
return full_day_min_quality_add_on + part_day_min_quality_add_on
merged_df['min_quality_add_on'] = merged_df.apply(calculate_min_quality_add_on, axis=1)
return merged_df
def calculate_potential_revenue_per_child_before_copay(merged_df, days_left_):
'''
Calculates the potential revenue per child before copay.
Returns a dataframe with an additional potential revenue before copay column.
'''
def calculate_potential_revenue(row, days_left):
# potential revenue is approved days * rate unless threshold is already not met
if row['attendance_category'] == 'Not met':
full_days_difference = (
row['adj_full_days_approved'] - row['full_days_attended']
)
part_days_difference = (
row['adj_part_days_approved'] - row['part_days_attended']
)
potential_revenue_full_days = np.minimum(
days_left, full_days_difference
)
if full_days_difference < days_left:
potential_revenue_part_days = np.minimum(
days_left - full_days_difference,
part_days_difference
)
else:
potential_revenue_part_days = 0
full_day_potential_revenue = (
(row['full_days_attended'] + potential_revenue_full_days)
* row['full_day_rate']
)
part_day_potential_revenue = (
(row['part_days_attended'] + potential_revenue_part_days)
* row['part_day_rate']
)
else:
full_day_potential_revenue = (
row['adj_full_days_approved'] * row['full_day_rate']
)
part_day_potential_revenue = (
row['adj_part_days_approved'] * row['part_day_rate']
)
return full_day_potential_revenue + part_day_potential_revenue
merged_df['potential_revenue_before_copay'] = merged_df.apply(
calculate_potential_revenue,
args=[days_left_],
axis=1
)
return merged_df
def calculate_potential_quality_add_on_per_child(merged_df, days_left_):
'''
Calculates the potential quality add on per child.
Returns a dataframe with an additional potential quality add on column.
'''
def calculate_potential_quality_add_on(row, days_left):
# potential quality add on is approved days * rate unless threshold is already not met
if row['attendance_category'] == 'Not met':
full_days_difference = (
row['adj_full_days_approved'] - row['full_days_attended']
)
part_days_difference = (
row['adj_part_days_approved'] - row['part_days_attended']
)
potential_revenue_full_days = np.minimum(
days_left, full_days_difference
)
if full_days_difference < days_left:
potential_revenue_part_days = np.minimum(
days_left - full_days_difference,
part_days_difference
)
else:
potential_revenue_part_days = 0
full_day_potential_quality_add_on = (
(row['full_days_attended'] + potential_revenue_full_days)
* row['full_day_quality_add_on']
)
part_day_potential_quality_add_on = (
(row['part_days_attended'] + potential_revenue_part_days)
* row['part_day_quality_add_on']
)
else:
full_day_potential_quality_add_on = (
row['adj_full_days_approved'] * row['full_day_quality_add_on']
)
part_day_potential_quality_add_on = (
row['adj_part_days_approved'] * row['part_day_quality_add_on']
)
return full_day_potential_quality_add_on + part_day_potential_quality_add_on
merged_df['potential_quality_add_on'] = merged_df.apply(
calculate_potential_quality_add_on,
args=[days_left_],
axis=1
)
return merged_df
def calculate_family_revenue_before_copay(merged_df, rev_type_str):
'''
Sums up revenue of rev_type_str (str) over all children in the family.
Returns a dataframe with an additional family rev_type_str revenue column.
'''
merged_df['family_' + rev_type_str + '_revenue_before_copay'] = (
merged_df.groupby('case_number')[rev_type_str + '_revenue_before_copay']
.transform(np.sum)
)
return merged_df
def calculate_revenue_per_child(merged_df, rev_type_str):
'''
Calculates revenue per child of rev_type_str (str).
Returns a dataframe with an additional rev_type_str revenue column.
'''
def calculate_revenue(row):
# if family copay > family revenue, per child revenue is just quality add on
if row['family_copay'] > row['family_' + rev_type_str + '_revenue_before_copay']:
return row[rev_type_str + '_quality_add_on']
# otherwise per child revenue is (revenue + quality add on - copay)
else:
return (
row[rev_type_str + '_revenue_before_copay']
+ row[rev_type_str + '_quality_add_on']
- row['copay_per_child']
)
merged_df[rev_type_str + '_revenue'] = merged_df.apply(calculate_revenue, axis=1)
return merged_df
def calculate_e_learning_revenue(merged_df):
'''
Calculate the additional rev potential if all part days become full
Returns a dataframe with an additional e learning potential revenue column
'''
# Helper function
def e_learning_helper(row):
if (row['school_age'] == 'Yes'
and row['adj_part_days_approved'] > row['part_days_attended']):
e_learning_revenue = (
(row['adj_part_days_approved'] - row['part_days_attended'])
* (row['full_day_rate'] + row['full_day_quality_add_on']
- row['part_day_rate'] - row['part_day_quality_add_on'])
)
else:
e_learning_revenue = 0
return e_learning_revenue
merged_df['e_learning_revenue_potential'] = (
merged_df.apply(e_learning_helper, axis=1)
)
return merged_df
def calculate_attendance_rate(df):
''' Calculate family attendance rate'''
df['attendance_rate'] = (
df['family_total_days_attended'] / df['family_total_days_approved']
)
return df
def filter_dashboard_cols(df):
''' Filter to required columns for dashboard'''
cols_to_keep = [
'name',
'case_number',
'biz_name',
'attendance_category',
'attendance_rate',
'min_revenue',
'potential_revenue',
'max_revenue',
'e_learning_revenue_potential'
]
df_sub = df.loc[:, cols_to_keep].copy()
return df_sub
def produce_ineligible_df(ineligible_df):
'''Processes ineligible children observations for dashboard'''
cols_to_keep = [
'name',
'case_number',
'biz_name',
]
ineligible_df = ineligible_df.loc[:, cols_to_keep].copy()
# add columns where no value was calculated
ineligible_df['attendance_category'] = 'Case expired'
ineligible_df['attendance_rate'] = np.nan
ineligible_df['min_revenue'] = 0
ineligible_df['potential_revenue'] = 0
ineligible_df['max_revenue'] = 0
ineligible_df['e_learning_revenue_potential'] = 0
return ineligible_df
def get_dashboard_data():
''' Returns data for dashboard'''
attendance = get_attendance_data(DATA_PATH.joinpath(user_dir, attendance_file))
payment = get_payment_data(DATA_PATH.joinpath(user_dir, payment_file))
# clean attendance data
attendance_clean = (
attendance.pipe(clean_attendance_data)
.pipe(generate_child_id)
)
# get latest date in attendance data
latest_date = attendance_clean['check_out_date'].max().strftime('%b %d %Y')
# calculate days in month and days left in month
days_in_month, days_left = calculate_days_in_month(attendance_clean)
# check if data is insufficient
is_data_insufficient = (days_in_month - days_left) / days_in_month < 0.5
# calculate number of days required for at-risk warnings to be shown
days_req_for_warnings = math.ceil(days_in_month/2)
# process data for dashboard
attendance_processed = count_days_attended(attendance_clean)
# raise error if family copay amounts are different within a family
validate_copay(payment)
payment_processed = (
payment.pipe(clean_payment_data)
.pipe(generate_child_id)
)
# combine payment and attendance data
payment_attendance = combine_payment_and_attendance(
payment_processed, attendance_processed
)
ineligible = (
payment_attendance.pipe(extract_ineligible_children)
.pipe(produce_ineligible_df)
)
df_dashboard = (
payment_attendance.pipe(drop_ineligible_children)
.pipe(adjust_school_age_days)
.pipe(cap_attended_days)
.pipe(calculate_family_days)
.pipe(categorize_family_attendance_risk, days_in_month, days_left)
.pipe(calculate_max_revenue_per_child_before_copay)
.pipe(calculate_max_quality_add_on_per_child)
.pipe(calculate_family_revenue_before_copay, 'max')
.pipe(calculate_revenue_per_child, 'max')
.pipe(calculate_min_revenue_per_child_before_copay)
.pipe(calculate_min_quality_add_on_per_child)
.pipe(calculate_family_revenue_before_copay, 'min')
.pipe(calculate_revenue_per_child, 'min')
.pipe(calculate_potential_revenue_per_child_before_copay, days_left)
.pipe(calculate_potential_quality_add_on_per_child, days_left)
.pipe(calculate_family_revenue_before_copay, 'potential')
.pipe(calculate_revenue_per_child, 'potential')
.pipe(calculate_e_learning_revenue)
.pipe(calculate_attendance_rate)
.pipe(filter_dashboard_cols)
.append(ineligible, ignore_index=True)
.sort_values(by=['case_number', 'name'])
)
return df_dashboard, latest_date, is_data_insufficient, days_req_for_warnings
if __name__ == '__main__':
get_dashboard_data()