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OR-Tools based optimizers for trainset scheduling.
Provides exact and constraint programming solutions.
"""
import numpy as np
from typing import Dict, List, Optional, Any
import logging
from .models import OptimizationResult, OptimizationConfig
from .evaluator import TrainsetSchedulingEvaluator
def check_ortools_availability() -> bool:
"""Check if OR-Tools is available."""
try:
import ortools.sat.python.cp_model
import ortools.linear_solver.pywraplp
return True
except ImportError:
return False
class ORToolsOptimizer:
"""Base class for OR-Tools optimizers."""
def __init__(self, evaluator: TrainsetSchedulingEvaluator, config: Optional[OptimizationConfig] = None):
if not check_ortools_availability():
raise ImportError(
"OR-Tools not available. Install with: pip install ortools\n"
"OR-Tools provides exact optimization methods that complement existing metaheuristics."
)
self.evaluator = evaluator
self.config = config or OptimizationConfig()
self.n_trainsets = evaluator.num_trainsets
# Logging
self.logger = logging.getLogger(__name__)
class CPSATOptimizer(ORToolsOptimizer):
"""Constraint Programming optimizer using OR-Tools CP-SAT solver."""
def optimize(self, time_limit_seconds: int = 300) -> OptimizationResult:
"""Solve using CP-SAT with constraint programming."""
# Import here to avoid issues with type checking
from ortools.sat.python import cp_model
model = cp_model.CpModel()
# Decision variables: assignment[i] β {0, 1, 2} for each trainset
# 0 = Service, 1 = Standby, 2 = Maintenance
assignment = []
for i in range(self.n_trainsets):
assignment.append(model.NewIntVar(0, 2, f'trainset_{i}'))
# Helper binary variables for easier constraint formulation
is_service = []
is_standby = []
is_maintenance = []
for i in range(self.n_trainsets):
is_service.append(model.NewBoolVar(f'service_{i}'))
is_standby.append(model.NewBoolVar(f'standby_{i}'))
is_maintenance.append(model.NewBoolVar(f'maintenance_{i}'))
# Link assignment variables to binary indicators
model.Add(assignment[i] == 0).OnlyEnforceIf(is_service[i])
model.Add(assignment[i] != 0).OnlyEnforceIf(is_service[i].Not())
model.Add(assignment[i] == 1).OnlyEnforceIf(is_standby[i])
model.Add(assignment[i] != 1).OnlyEnforceIf(is_standby[i].Not())
model.Add(assignment[i] == 2).OnlyEnforceIf(is_maintenance[i])
model.Add(assignment[i] != 2).OnlyEnforceIf(is_maintenance[i].Not())
# Constraint 1: Exact number of trains in service
model.Add(sum(is_service) == self.config.required_service_trains)
# Constraint 2: Minimum standby trains
model.Add(sum(is_standby) >= self.config.min_standby)
# Constraint 3: Hard constraints - trains with issues cannot be in service
forced_maintenance = 0
for i, trainset_id in enumerate(self.evaluator.trainsets):
valid, reason = self.evaluator.check_hard_constraints(trainset_id)
if not valid:
# Force trainset to maintenance if it fails constraints
model.Add(assignment[i] == 2)
forced_maintenance += 1
self.logger.info(f"Trainset {trainset_id} forced to maintenance: {reason}")
print(f"Forced {forced_maintenance} trainsets to maintenance due to constraints")
# Constraint 4: Branding requirements
self._add_branding_constraints(model, is_service)
# Objective: Multi-objective optimization using weighted sum
self._set_multi_objective(model, is_service, is_standby, assignment)
# Solve
solver = cp_model.CpSolver()
solver.parameters.max_time_in_seconds = time_limit_seconds
solver.parameters.log_search_progress = True
print(f"Solving with CP-SAT (time limit: {time_limit_seconds}s)...")
status = solver.Solve(model)
if status == cp_model.OPTIMAL:
print("β
Optimal solution found!")
elif status == cp_model.FEASIBLE:
print("β
Feasible solution found!")
else:
print("β No solution found!")
return self._create_fallback_solution()
# Extract solution
solution = np.array([solver.Value(assignment[i]) for i in range(self.n_trainsets)])
print(f"CP-SAT solution: {np.sum(solution == 0)} service, {np.sum(solution == 1)} standby, {np.sum(solution == 2)} maintenance")
return self._build_result(solution, solver.ObjectiveValue())
def _add_branding_constraints(self, model: Any, is_service: List[Any]):
"""Add branding contract constraints."""
# Group trainsets by brand and ensure minimum coverage
brand_trainsets = {}
for i, trainset_id in enumerate(self.evaluator.trainsets):
if trainset_id in self.evaluator.brand_map:
brand = self.evaluator.brand_map[trainset_id].get('brand_name', 'Unknown')
if brand not in brand_trainsets:
brand_trainsets[brand] = []
brand_trainsets[brand].append(i)
# Ensure each brand has at least some representation in service
for brand, trainset_indices in brand_trainsets.items():
if len(trainset_indices) > 1:
# At least 30% of branded trainsets should be in service if possible
min_branded = max(1, len(trainset_indices) // 3)
model.Add(sum(is_service[i] for i in trainset_indices) >= min_branded)
print(f"Brand {brand}: {len(trainset_indices)} trainsets, requiring {min_branded} in service")
def _set_multi_objective(self, model: Any, is_service: List[Any], is_standby: List[Any], assignment: List[Any]):
"""Set up multi-objective optimization using weighted sum."""
# Import here to avoid type checking issues
from ortools.sat.python import cp_model
objective_terms = []
# 1. Branding compliance - maximize service assignment for branded trainsets
brand_score = 0
for i, trainset_id in enumerate(self.evaluator.trainsets):
if trainset_id in self.evaluator.brand_map:
# Reward putting branded trainsets in service
objective_terms.append((50, is_service[i]))
brand_score += 1
print(f"Found {brand_score} branded trainsets for optimization")
# 2. Mileage balance - prefer lower mileage trainsets in service
mileages = []
for trainset_id in self.evaluator.trainsets:
status = self.evaluator.status_map.get(trainset_id, {})
mileage = status.get('total_mileage_km', 0)
mileages.append(mileage)
if mileages:
avg_mileage = sum(mileages) / len(mileages)
for i, mileage in enumerate(mileages):
# Prefer trainsets with below-average mileage
if mileage < avg_mileage:
weight = int((avg_mileage - mileage) / 1000) # Scale down
objective_terms.append((max(1, weight), is_service[i]))
# 3. Maintenance preference - prefer trainsets needing maintenance to go to maintenance
for i, trainset_id in enumerate(self.evaluator.trainsets):
constraints = self.evaluator.get_trainset_constraints(trainset_id)
if constraints.maintenance_due:
# Create auxiliary variable for maintenance assignment
is_maint_var = model.NewBoolVar(f'maint_pref_{i}')
model.Add(assignment[i] == 2).OnlyEnforceIf(is_maint_var)
model.Add(assignment[i] != 2).OnlyEnforceIf(is_maint_var.Not())
objective_terms.append((30, is_maint_var))
# Set the objective
if objective_terms:
model.Maximize(sum(weight * var for weight, var in objective_terms))
print(f"Set objective with {len(objective_terms)} terms")
else:
# Fallback objective: minimize assignments to maintenance (prefer service/standby)
model.Minimize(sum(assignment[i] == 2 for i in range(self.n_trainsets)))
print("Using fallback objective")
def _create_fallback_solution(self) -> OptimizationResult:
"""Create a basic feasible solution when CP-SAT fails."""
print("Creating fallback solution...")
# Simple greedy assignment
solution = np.full(self.n_trainsets, 2, dtype=int) # Start with all in maintenance
# Select best trainsets for service
valid_trainsets = []
for i, trainset_id in enumerate(self.evaluator.trainsets):
valid, _ = self.evaluator.check_hard_constraints(trainset_id)
if valid:
valid_trainsets.append(i)
# Sort by mileage (prefer lower mileage)
valid_trainsets.sort(key=lambda i: self.evaluator.status_map.get(
self.evaluator.trainsets[i], {}
).get('total_mileage_km', 0))
# Assign required number to service
service_count = min(len(valid_trainsets), self.config.required_service_trains)
for i in range(service_count):
solution[valid_trainsets[i]] = 0
# Assign minimum to standby
standby_start = service_count
standby_count = min(len(valid_trainsets) - service_count, self.config.min_standby)
for i in range(standby_count):
if standby_start + i < len(valid_trainsets):
solution[valid_trainsets[standby_start + i]] = 1
return self._build_result(solution, float('inf'))
def _build_result(self, solution: np.ndarray, objective_value: float) -> OptimizationResult:
"""Build optimization result from solution."""
objectives = self.evaluator.calculate_objectives(solution)
service = [self.evaluator.trainsets[i] for i, v in enumerate(solution) if v == 0]
standby = [self.evaluator.trainsets[i] for i, v in enumerate(solution) if v == 1]
maintenance = [self.evaluator.trainsets[i] for i, v in enumerate(solution) if v == 2]
explanations = {}
for ts_id in service:
valid, reason = self.evaluator.check_hard_constraints(ts_id)
explanations[ts_id] = "β
CP-SAT optimal" if valid else f"β {reason}"
for ts_id in standby:
explanations[ts_id] = "π‘ Standby (CP-SAT)"
for ts_id in maintenance:
explanations[ts_id] = "π§ Maintenance (CP-SAT)"
fitness = self.evaluator.fitness_function(solution)
return OptimizationResult(
selected_trainsets=service,
standby_trainsets=standby,
maintenance_trainsets=maintenance,
objectives=objectives,
fitness_score=fitness,
explanation=explanations
)
class MIPOptimizer(ORToolsOptimizer):
"""Mixed Integer Programming optimizer using OR-Tools."""
def optimize(self, time_limit_seconds: int = 300) -> OptimizationResult:
"""Solve using Mixed Integer Programming."""
# Import here to avoid type checking issues
from ortools.linear_solver import pywraplp
solver = pywraplp.Solver.CreateSolver('SCIP')
if not solver:
print("β SCIP solver not available, falling back to CP-SAT")
cp_optimizer = CPSATOptimizer(self.evaluator, self.config)
return cp_optimizer.optimize(time_limit_seconds)
# Decision variables
x = {} # x[i,j] = 1 if trainset i is assigned to status j (0=service, 1=standby, 2=maintenance)
for i in range(self.n_trainsets):
for j in range(3):
x[i, j] = solver.BoolVar(f'x_{i}_{j}')
# Constraint: Each trainset has exactly one assignment
for i in range(self.n_trainsets):
solver.Add(sum(x[i, j] for j in range(3)) == 1)
# Constraint: Exact number in service
solver.Add(sum(x[i, 0] for i in range(self.n_trainsets)) == self.config.required_service_trains)
# Constraint: Minimum standby
solver.Add(sum(x[i, 1] for i in range(self.n_trainsets)) >= self.config.min_standby)
# Hard constraints
forced_maintenance = 0
for i, trainset_id in enumerate(self.evaluator.trainsets):
valid, _ = self.evaluator.check_hard_constraints(trainset_id)
if not valid:
# Force to maintenance
solver.Add(x[i, 2] == 1)
forced_maintenance += 1
print(f"MIP: Forced {forced_maintenance} trainsets to maintenance")
# Objective: Maximize weighted sum of objectives
objective = solver.Objective()
# Branding compliance
brand_count = 0
for i, trainset_id in enumerate(self.evaluator.trainsets):
if trainset_id in self.evaluator.brand_map:
objective.SetCoefficient(x[i, 0], 100) # Reward service assignment for branded trains
brand_count += 1
# Mileage balance (simplified - prefer lower mileage in service)
for i, trainset_id in enumerate(self.evaluator.trainsets):
status = self.evaluator.status_map.get(trainset_id, {})
mileage = status.get('total_mileage_km', 0)
# Higher mileage gets lower weight (prefer lower mileage in service)
weight = max(1, 200000 - mileage) // 1000
objective.SetCoefficient(x[i, 0], weight)
objective.SetMaximization()
print(f"MIP: Set up optimization with {brand_count} branded trainsets")
# Solve
solver.SetTimeLimit(time_limit_seconds * 1000) # milliseconds
print(f"Solving with MIP (time limit: {time_limit_seconds}s)...")
status = solver.Solve()
if status == pywraplp.Solver.OPTIMAL:
print("β
Optimal MIP solution found!")
elif status == pywraplp.Solver.FEASIBLE:
print("β
Feasible MIP solution found!")
else:
print("β No MIP solution found, falling back to CP-SAT")
cp_optimizer = CPSATOptimizer(self.evaluator, self.config)
return cp_optimizer.optimize(time_limit_seconds)
# Extract solution
solution = np.zeros(self.n_trainsets, dtype=int)
for i in range(self.n_trainsets):
for j in range(3):
if x[i, j].solution_value() > 0.5:
solution[i] = j
break
print(f"MIP solution: {np.sum(solution == 0)} service, {np.sum(solution == 1)} standby, {np.sum(solution == 2)} maintenance")
# Use CP-SAT's result builder
cp_optimizer = CPSATOptimizer(self.evaluator, self.config)
result = cp_optimizer._build_result(solution, solver.Objective().Value())
# Update explanations for MIP
for ts_id in result.explanation:
if "CP-SAT" in result.explanation[ts_id]:
result.explanation[ts_id] = result.explanation[ts_id].replace("CP-SAT", "MIP")
return result
# Integration functions
def optimize_with_ortools(data: Dict, method: str = 'cp-sat', **kwargs) -> OptimizationResult:
"""Optimize using OR-Tools methods.
Args:
data: Metro synthetic data
method: 'cp-sat' or 'mip'
**kwargs: Additional parameters (time_limit_seconds, config, etc.)
"""
if not check_ortools_availability():
raise ImportError(
"OR-Tools not available. Install with: pip install ortools\n"
"OR-Tools provides exact optimization methods that complement the existing metaheuristics."
)
from .evaluator import TrainsetSchedulingEvaluator
evaluator = TrainsetSchedulingEvaluator(data)
config = kwargs.get('config', OptimizationConfig())
time_limit = kwargs.get('time_limit_seconds', 300)
print(f"\nπ§ OR-Tools {method.upper()} Optimization")
print("=" * 50)
print(f"Trainsets: {evaluator.num_trainsets}")
print(f"Required in service: {config.required_service_trains}")
print(f"Minimum standby: {config.min_standby}")
if method == 'cp-sat':
optimizer = CPSATOptimizer(evaluator, config)
return optimizer.optimize(time_limit)
elif method == 'mip':
optimizer = MIPOptimizer(evaluator, config)
return optimizer.optimize(time_limit)
else:
raise ValueError(f"Unknown OR-Tools method: {method}. Use 'cp-sat' or 'mip'")
if __name__ == "__main__":
import json
# Test OR-Tools integration
if not check_ortools_availability():
print("β OR-Tools not available. Install with: pip install ortools")
print("OR-Tools provides exact optimization that complements the existing metaheuristics.")
exit(1)
# Load test data
try:
with open('../DataService/metro_enhanced_data.json', 'r') as f:
data = json.load(f)
print("β
Loaded enhanced synthetic data")
except FileNotFoundError:
try:
with open('../DataService/metro_synthetic_data.json', 'r') as f:
data = json.load(f)
print("β
Loaded basic synthetic data")
except FileNotFoundError:
print("β No test data found. Please generate synthetic data first.")
exit(1)
print("\nπ§ Testing OR-Tools Optimization Methods")
print("=" * 60)
# Test CP-SAT
print("\n1. Testing CP-SAT optimizer...")
try:
result_cpsat = optimize_with_ortools(data, 'cp-sat', time_limit_seconds=60)
print(f"β
CP-SAT completed: {len(result_cpsat.selected_trainsets)} in service, "
f"fitness = {result_cpsat.fitness_score:.2f}")
except Exception as e:
print(f"β CP-SAT failed: {e}")
# Test MIP
print("\n2. Testing MIP optimizer...")
try:
result_mip = optimize_with_ortools(data, 'mip', time_limit_seconds=60)
print(f"β
MIP completed: {len(result_mip.selected_trainsets)} in service, "
f"fitness = {result_mip.fitness_score:.2f}")
except Exception as e:
print(f"β MIP failed: {e}")
print("\nπ OR-Tools integration test completed!")
print("\nOR-Tools provides:")
print("β’ Exact optimization with mathematical guarantees")
print("β’ Constraint satisfaction with hard constraints")
print("β’ Complement to existing metaheuristic approaches")
print("β’ Optimal solutions for smaller problem instances") |