Docs and refactoring

docs-source/source/reference/analysis/index.rst

@@ -14,3 +14,6 @@ Analysis module
 
 .. automodule:: pabutools.analysis.category
    :members:
+
+.. automodule:: pabutools.analysis.projectloss
+   :members:

docs-source/source/reference/rules/index.rst

@@ -3,20 +3,47 @@ Rules module
 
 .. automodule:: pabutools.rules
 
+Budget Allocation
+-----------------
+
 .. autoclass:: pabutools.rules.budgetallocation.BudgetAllocation
 
+.. autoclass:: pabutools.rules.budgetallocation.AllocationDetails
+
+Greedy Utilitarian Rule
+-----------------------
+
 .. autofunction:: pabutools.rules.greedywelfare.greedy_utilitarian_welfare
 
+Additive Utilitarian Welfare Maximiser
+--------------------------------------
+
 .. autofunction:: pabutools.rules.maxwelfare.max_additive_utilitarian_welfare
 
+Sequential Phragmén's Rule
+--------------------------
+
 .. autofunction:: pabutools.rules.phragmen.sequential_phragmen
 
+Method of Equal Shares (MES)
+----------------------------
+
 .. autofunction:: pabutools.rules.mes.method_of_equal_shares
 
+.. autoclass:: pabutools.rules.mes.MESAllocationDetails
+
+.. autoclass:: pabutools.rules.mes.MESIteration
+
+Exhaustion Methods
+------------------
+
 .. autofunction:: pabutools.rules.exhaustion.completion_by_rule_combination
 
 .. autofunction:: pabutools.rules.exhaustion.exhaustion_by_budget_increase
 
+Rule Composition
+----------------
+
 .. autofunction:: pabutools.rules.composition.popularity_comparison
 
 .. autofunction:: pabutools.rules.composition.social_welfare_comparison

docs-source/source/usage.rst

@@ -527,6 +527,8 @@ outcome (for visualisation/explanation purposes).
 Additive Utilitarian Welfare Maximiser
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
+:py:func:`~pabutools.rules.maxwelfare.max_additive_utilitarian_welfare`
+
 The first rule provided is the Additive Utilitarian Welfare Maximiser. It aims to return
 budget allocations that maximize the utilitarian social welfare when the satisfaction
 measure is additive.
@@ -584,6 +586,8 @@ for non-additive satisfaction measures.
 Greedy Approximation of the Welfare Maximiser
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
+:py:func:`~pabutools.rules.greedywelfare.greedy_utilitarian_welfare`
+
 The library also implements standard greedy rules. The primary rule used in this
 context is the Greedy Utilitarian Welfare. It behaves similarly to the
 Utilitarian Welfare Maximiser but offers additional functionalities: it is not limited
@@ -653,6 +657,8 @@ to additive satisfaction measures (and runs faster).
 Sequential Phragmén's Rule
 ^^^^^^^^^^^^^^^^^^^^^^^^^^
 
+:py:func:`~pabutools.rules.phragmen.sequential_phragmen`
+
 Another rule provided is the Sequential Phragmén's Rule, which is different from the
 previous two as it does not rely on a satisfaction measure.
 
@@ -700,6 +706,8 @@ previous two as it does not rely on a satisfaction measure.
 Method of Equal Shares (MES)
 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
 
+:py:func:`~pabutools.rules.mes.method_of_equal_shares`
+
 The Method of Equal Shares is another rule that returns budget allocations based on the satisfaction
 measure provided. For more details, see the `equalshares.net <https://equalshares.net/>`_ website.
 
@@ -773,6 +781,10 @@ performances, one should use the following:
 Exhaustion Methods
 ^^^^^^^^^^^^^^^^^^
 
+:py:func:`~pabutools.rules.exhaustion.completion_by_rule_combination`
+
+:py:func:`~pabutools.rules.exhaustion.exhaustion_by_budget_increase`
+
 Since not all rules return exhaustive budget allocations, the library offers standard
 methods to render their outcome exhaustive.
 
@@ -856,6 +868,10 @@ parameter directly to obtain the iterated version.
 Rule Composition
 ^^^^^^^^^^^^^^^^
 
+:py:func:`~pabutools.rules.composition.popularity_comparison`
+
+:py:func:`~pabutools.rules.composition.social_welfare_comparison`
+
 The library also provides ways to compose rules, such as selecting the outcome that is
 preferred by the largest number of voters for a given satisfaction measure.
 
@@ -929,13 +945,33 @@ the following:
 We also provide a similar comparison using utilitarian social welfare through the function
 :py:func:`~pabutools.rules.composition.social_welfare_comparison`.
 
+Details for the Budget Allocation Rule
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Some rules, for instance :py:func:`~pabutools.rules.mes.method_of_equal_shares`, accept a
+:code:`analytics` boolean argument to activate the storage of additional information
+regarding the budget allocations output by the rule. When :code:`analytics = True`,
+the rule populate the :code:`details` member of the
+:py:class:`~pabutools.rules.budgetallocation.BudgetAllocation` object it returns.
+The stored information can then be used for analytical purposes.
+
+.. list-table::
+   :widths: 50 50
+   :header-rows: 1
+
+   * - Rule
+     - Details class
+   * - :py:func:`~pabutools.rules.mes.method_of_equal_shares`
+     - :py:class:`~pabutools.rules.mes.MESAllocationDetails`
+
+
 Tie-Breaking
 ------------
 
 For reference, see the module :py:mod:`~pabutools.tiebreaking`.
 
 We provide several ways to break ties between several projects. All tie-breaking rules are
-instantiations of the :py:class:`pabutools.tiebreaking.TieBreakingRule` class.
+instantiations of the :py:class:`~pabutools.tiebreaking.TieBreakingRule` class.
 This class defines two functions `untie` and `order` that respectively return a single project
 from a set of several or order a list of projects.
 

docs/_sources/usage.rst

@@ -935,7 +935,7 @@ Tie-Breaking
 For reference, see the module :py:mod:`~pabutools.tiebreaking`.
 
 We provide several ways to break ties between several projects. All tie-breaking rules are
-instantiations of the :py:class:`pabutools.tiebreaking.TieBreakingRule` class.
+instantiations of the :py:class:`~pabutools.tiebreaking.TieBreakingRule` class.
 This class defines two functions `untie` and `order` that respectively return a single project
 from a set of several or order a list of projects.
 

pabutools/analysis/justifiedrepresentation.py

@@ -13,7 +13,8 @@
     Additive_Cardinal_Sat,
     AbstractCardinalProfile,
     ApprovalBallot,
-    total_cost, AbstractProfile,
+    total_cost,
+    AbstractProfile,
 )
 from pabutools.utils import powerset
 
@@ -39,7 +40,10 @@ def is_in_core(
                         sat = sat_class(instance, profile, ballot)
                         surplus = 0
                         if up_to_func is not None:
-                            surplus = up_to_func(sat.sat_project(p) for p in project_set if p not in budget_allocation
+                            surplus = up_to_func(
+                                sat.sat_project(p)
+                                for p in project_set
+                                if p not in budget_allocation
                             )
                         if sat.sat(budget_allocation) + surplus >= sat.sat(project_set):
                             all_better_alone = False

pabutools/analysis/projectloss.py

@@ -10,24 +10,23 @@
 class ProjectLoss(Project):
     """
     Class used to represent the projects and how much budget they lost due to other projects being picked.
+    This extends the :py:class:`~pabutools.election.instance.Project` and thus represents the project itself.
 
     Parameters
     ----------
-        project: Project
+        project: :py:class:`~pabutools.election.instance.Project`
             Project for which analytics is calculated.
-        supporters_budget: Numeric
+        supporters_budget: :py:class:`~pabutools.utils.Numeric`
             The collective budget of the project supporters when project was considered by a rule.
-        budget_lost: dict[Project, Numeric]
+        budget_lost: dict[:py:class:`~pabutools.election.instance.Project`, :py:class:`~pabutools.utils.Numeric`]
             Describes the amount of budget project supporters spent on other projects prior to this
             projects' consideration.
 
     Attributes
     ----------
-        project: Project
-            Project for which analytics is calculated.
-        supporters_budget: Numeric
+        supporters_budget: :py:class:`~pabutools.utils.Numeric`
             The collective budget of the project supporters when project was considered by rule.
-        budget_lost: dict[Project, Numeric]
+        budget_lost: dict[:py:class:`~pabutools.election.instance.Project`, :py:class:`~pabutools.utils.Numeric`]
             Describes the amount of budget project supporters spent on other projects prior to this
             projects' consideration.
     """
@@ -50,7 +49,7 @@ def total_budget_lost(self) -> Numeric:
 
         Returns
         -------
-            Numeric
+            :py:class:`~pabutools.utils.Numeric`
                 The total budget spent.
         """
         return sum(self.budget_lost.values())
@@ -65,12 +64,28 @@ def __repr__(self):
 def calculate_project_loss(
     allocation_details: AllocationDetails, verbose: bool = False
 ) -> list[ProjectLoss]:
-    if (
-        allocation_details.iterations is None
-        or allocation_details.initial_budget_per_voter is None
+    """Returns a list of :py:class:`~pabutools.analysis.projectloss.ProjectLoss` objects for the projects.
+
+    Parameters
+    ----------
+        allocation_details: :py:class:`~pabutools.rules.budgetallocation.AllocationDetails`
+            The details of the budget allocation considered.
+        verbose: bool, optional
+            (De)Activate the display of additional information.
+            Defaults to `False`.
+
+    Returns
+    -------
+        list[:py:class:`~pabutools.analysis.projectloss.ProjectLoss`]
+            List of :py:class:`~pabutools.analysis.projectloss.ProjectLoss` objects.
+
+    """
+    if not hasattr(allocation_details, "iterations") or not hasattr(
+        allocation_details, "initial_budget_per_voter"
     ):
         raise ValueError(
-            "Provided allocation details do not support calculating project loss"
+            "Provided budget allocation details do not support calculating project loss. The allocation_details "
+            "should have an 'iterations' and an 'initial_budget_per_voter' attributes."
         )
     if len(allocation_details.iterations) == 0:
         if verbose:
@@ -87,31 +102,33 @@ def calculate_project_loss(
         allocation_details.initial_budget_per_voter for _ in range(voter_count)
     ]
 
-    for iter in allocation_details.iterations:
+    for iteration in allocation_details.iterations:
         if verbose:
-            print(f"Considering: {iter.project.name}, status: {iter.was_picked}")
+            print(
+                f"Considering: {iteration.project.name}, status: {iteration.was_picked}"
+            )
         budget_lost = {}
-        for spending in [voter_spendings[i] for i in iter.supporter_indices]:
+        for spending in [voter_spendings[i] for i in iteration.supporter_indices]:
             for project, spent in spending:
                 if project not in budget_lost.keys():
                     budget_lost[project] = 0
                 budget_lost[project] = budget_lost[project] + spent
         project_losses.append(
             ProjectLoss(
-                iter.project,
-                sum(current_voters_budget[i] for i in iter.supporter_indices),
+                iteration.project,
+                sum(current_voters_budget[i] for i in iteration.supporter_indices),
                 budget_lost,
             )
         )
-        if iter.was_picked:
-            for supporter_idx in iter.supporter_indices:
+        if iteration.was_picked:
+            for supporter_idx in iteration.supporter_indices:
                 voter_spendings[supporter_idx].append(
                     (
-                        iter.project,
+                        iteration.project,
                         current_voters_budget[supporter_idx]
-                        - iter.voters_budget[supporter_idx],
+                        - iteration.voters_budget[supporter_idx],
                     )
                 )
-            current_voters_budget = iter.voters_budget           
+            current_voters_budget = iteration.voters_budget
 
     return project_losses

pabutools/election/ballot/approvalballot.py

@@ -1,6 +1,7 @@
 """
 Approval ballots, i.e., ballots in which the voters indicate which projects they approve of.
 """
+
 from __future__ import annotations
 
 import random

pabutools/election/ballot/ballot.py

@@ -1,6 +1,7 @@
 """
 Ballots, that is, the information submitted by the voters during the election.
 """
+
 from __future__ import annotations
 
 from abc import ABC, abstractmethod

pabutools/election/ballot/cardinalballot.py

@@ -1,6 +1,7 @@
 """
 Cardinal ballots, i.e., ballots in which the voters map projects to scores.
 """
+
 from __future__ import annotations
 
 from abc import ABC

pabutools/election/ballot/cumulativeballot.py

@@ -1,6 +1,7 @@
 """
 Cumulative ballots, i.e., ballots in which the voters distribute a given amount of points to the projects.
 """
+
 from __future__ import annotations
 
 from abc import ABC

pabutools/election/ballot/ordinalballot.py

@@ -1,6 +1,7 @@
 """
 Ordinal ballots, i.e., ballots in which the voters order the projects given their preferences.
 """
+
 from __future__ import annotations
 
 from abc import ABC, abstractmethod

pabutools/election/instance.py

@@ -3,6 +3,7 @@
 The :py:class:`~pabutools.election.instance.Project` and the
 :py:class:`~pabutools.election.instance.Instance` classes are defined here.
 """
+
 from __future__ import annotations
 
 from collections.abc import Collection, Generator

pabutools/election/pabulib.py

@@ -1,6 +1,7 @@
 """
 Tools to work with PaBuLib.
 """
+
 from natsort import natsorted
 from copy import deepcopy
 
@@ -410,10 +411,15 @@ def update_meta_value(meta_dict, inst_meta, field, mandatory=False):
         file_str += f"{key};{value}\n"
     file_str += "PROJECTS\n" + ";".join(project_keys) + "\n"
     for project_dict in project_dicts:
-        file_str += ";".join([str(project_dict.get(key, "None")) for key in project_keys]) + "\n"
+        file_str += (
+            ";".join([str(project_dict.get(key, "None")) for key in project_keys])
+            + "\n"
+        )
     file_str += "VOTES\n" + ";".join(vote_keys) + "\n"
     for vote_dict in vote_dicts:
-        file_str += ";".join([str(vote_dict.get(key, "None")) for key in vote_keys]) + "\n"
+        file_str += (
+            ";".join([str(vote_dict.get(key, "None")) for key in vote_keys]) + "\n"
+        )
     return file_str
 
 

pabutools/election/preflib.py

@@ -1,6 +1,7 @@
 """
 Tools to work with PrefLib.
 """
+
 from __future__ import annotations
 
 import preflibtools.instances as preflib

pabutools/election/profile/__init__.py

@@ -33,7 +33,6 @@
 
 """
 
-
 from pabutools.election.profile.profile import AbstractProfile, Profile, MultiProfile
 from pabutools.election.profile.approvalprofile import (
     AbstractApprovalProfile,

pabutools/election/profile/approvalprofile.py

@@ -1,6 +1,7 @@
 """
 Approval profiles, i.e., collections of approval ballots.
 """
+
 from __future__ import annotations
 
 from abc import ABC