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位置分配最佳化

位置分配最佳化

此範例展示了我們如何使用開源 Python 處理大型分配和位置分配問題。此工作流程使用匿名數據,並示範了我們如何準備模型輸入、建立起點-目的地矩陣、解決最佳化問題以及將輸出匯出回 GeoJSON,以便可以在 GIS 軟體中進行查看。

規劃問題很簡單但很有用:考慮到每個社區或郊區的人口、每個設施的容量以及每個設施可以服務的最大距離,是否有足夠的設施來服務全部人口,如果沒有,哪些區域在當前的限制下仍未分配?

模型的作用

這是一個分配和位置分配模型。每個需求位置都由六邊形表示,每個設施代表可用供應,模型將每個六邊形分配給單一最佳設施,同時尊重服務距離和容量規則。相同的建模模式可用於醫療機構、學校、銀行、零售店或其他我們需要了解覆蓋範圍、服務區域和存取差距的服務網路。

輸出不僅僅是一個分配表。它還可以轉換為服務區和貿易區圖層,顯示每個設施可以涵蓋哪些位置,哪些需求區域被推向未分配的回退,以及當容量、距離或目標調整時結果如何變化。

目標函數

對於此範例,目標是最小化從每個需求六邊形到其指定設施點的總距離。這給出了當前假設下最有效的分配。如果業務問題發生變化,可以使用不同的目標函數重新執行相同的框架。例如,我們可以最小化營運成本而不是距離,最小化旅行時間而不是直線距離,或重新平衡需求,以便成本較高的設施獲得足夠的數量來證明其營運狀況合理。

關鍵限制

  • 每個設施都有最大服務距離,因此無法將超出該範圍的需求分配給該設施。
  • 每個設施都有最小和最大人口限制,因此分配給它的總需求必須保持在其容量限制內。
  • 每個需求六邊形必須分配給一個設施。
  • 如果六邊形無法分配給任何真實設施,則可以將其分配給虛擬unassigned設施,以便模型保持可行並且覆蓋間隙可見。
  • 此範例使用六角形質心和設施之間的歐幾里德距離進行快速原型設計,但在需要時可以將相同的工作流程切換到真實的可行駛路線。

工作流程

工作流程分為三個主要階段:

  1. 將感興趣的區域轉換為六邊形鑲嵌,並導出每個六邊形的人口。
  2. 產生每個需求六邊形和每個設施點之間的起點-終點矩陣。
  3. 求解最佳化模型並將結果匯出為 GeoJSON,以便在 QGIS、ArcGIS Pro 或其他地圖軟體中查看。

實作堆疊包括帶有 shapely、pyproj、sqlite3、pyomo、CBC 求解器和 GeoJSON 輸出的開源 Python。資料準備模式是故意模組化的,這使得替換需求層、更改設施約束、交換目標或使用附加業務規則擴展模型變得容易。

實作說明- 最初測試了 PuLP,但選擇了 pyomo,因為它可以更可靠地處理更大的模型。

  • 該模型是使用開源 CBC 求解器求解的,並且這種方法在不到一小時的時間內可擴展到超過 5000 萬個決策變數。
  • 對於較大的實例,在許可允許的情況下可以考慮使用 gurobi。
  • 將大型輸出寫入 GeoJSON 可能比求解模型本身花費更長的時間,因此對於更大的生產運行,直接寫入資料庫可能會更有效。
  • 建立此類模型的一種實用方法是在測試約束時從大六邊形和快速歐幾里德距離開始,然後在模型行為得到驗證後切換到更精細的細分和更現實的路線成本。
  • 可以逐步添加其他約束,但應謹慎引入它們,因為每個額外的業務規則都會增加使模型不可行的風險。

範例原始碼

下面的程式碼直接在此頁面上顯示了端到端工作流程。

1.generate_hexagons.py

import json
import math
import os
import pyproj
from shapely.geometry import shape

# for converting the coordinates to and from geographic and projected coordinates
TRAN_4326_TO_3857 = pyproj.Transformer.from_crs("EPSG:4326", "EPSG:3857")
TRAN_3857_TO_4326 = pyproj.Transformer.from_crs("EPSG:3857", "EPSG:4326")

# the area of interest used for generating the hexagons
input_geojson_file = "input/area_of_interest.geojson"

# load the area of interest into a JSON object
with open(input_geojson_file) as json_file:
    geojson = json.load(json_file)

# the area of interest coordinates (note this is for a single-part / contiguous polygon)
geographic_coordinates = geojson["features"][0]["geometry"]["coordinates"]

# create an area of interest polygon using shapely
aoi = shape({"type": "Polygon", "coordinates": geographic_coordinates})

# get the geographic bounding box coordinates for the area of interest
(lng1, lat1, lng2, lat2) = aoi.bounds

# get the projected bounding box coordinates for the area of interest
[W, S] = TRAN_4326_TO_3857.transform(lat1, lng1)
[E, N] = TRAN_4326_TO_3857.transform(lat2, lng2)

# the area of interest height
aoi_height = N - S

# the area of interest width
aoi_width = E - W

# the length of the side of the hexagon
l = 200

# the length of the apothem of the hexagon
apo = l * math.sqrt(3) / 2

# distance from the mid-point of the hexagon side to the opposite side
d = 2 * apo

# the number of rows of hexagons
row_count = math.ceil(aoi_height / l / 1.5)

# add a row of hexagons if the hexagon tessallation does not fully cover the area of interest
if(row_count % 2 != 0 and row_count * l * 1.5 - l / 2 < aoi_height):
    row_count += 1

# the number of columns of hexagons
column_count = math.ceil(aoi_width / d) + 1

# the total height and width of the hexagons
total_height_of_hexagons = row_count * l * 1.5 if row_count % 2 == 0 else 1.5 * (row_count - 1) * l + l
total_width_of_hexagons = (column_count - 1) * d

# offsets to center the hexagon tessellation over the bounding box for the area of interest
x_offset = (total_width_of_hexagons - aoi_width) / 2
y_offset = (row_count * l * 3 / 2 - l / 2 - aoi_height - l) / 2

# create an empty feature collection for the hexagons
feature_collection = { "type": "FeatureCollection", "features": [] }

oid = 1

hexagon_count = 0

for i in range(0, column_count):
    for j in range(0, row_count):
        if(j % 2 == 0 or i < column_count - 1):
            x = W - x_offset + d * i if j % 2 == 0 else W - x_offset + apo + d * i
            y = S - y_offset + l * 1.5 * j

            coords = []

            for [lat, lng] in [
                TRAN_3857_TO_4326.transform(x, y + l),
                TRAN_3857_TO_4326.transform(x + apo, y + l / 2),
                TRAN_3857_TO_4326.transform(x + apo, y - l / 2),
                TRAN_3857_TO_4326.transform(x, y - l),
                TRAN_3857_TO_4326.transform(x - apo, y - l / 2),
                TRAN_3857_TO_4326.transform(x - apo, y + l / 2),
                TRAN_3857_TO_4326.transform(x, y + l)
            ]:
                coords.append([lng, lat])

            hexagon = shape({"type": "Polygon", "coordinates": [coords]})

            # check if the hexagon is within the area of interest
            if aoi.intersects(hexagon):
                hexagon_count += 1
                if(hexagon_count % 1000 == 0):
                    print('Generated {} hexagons'.format(hexagon_count))

                population = 0
                hexagon_names = []

                # open the geojson file with the population data
                with open("input/population_areas.geojson") as json_file:
                    geojson = json.load(json_file)

                    for feature in geojson["features"]:
                        polygon = shape(
                            {
                                "type": "Polygon",
                                "coordinates": feature["geometry"]["coordinates"]
                            }
                        )

                        # check if hexagon is within the polygon and derive the population for that intersected part of the hexagon
                        if hexagon.intersects(polygon):
                            if not feature["properties"]["Name"] in hexagon_names:
                                hexagon_names.append(feature["properties"]["Name"])

                            population += (
                                hexagon.intersection(polygon).area
                                / polygon.area
                                * feature["properties"]["Population"]
                            )

                hexagon_names.sort()

                f = {
                    "type": "Feature",
                    "properties": {
                        "id": oid,
                        "name": ', '.join(hexagon_names),
                        "population": population
                    },
                    "geometry": {
                            "type": "Polygon",
                            "coordinates": [coords]
                        }
                }

                # add the hexagon to the feature collection
                feature_collection['features'].append(f)

                oid += 1

print('Generated {} hexagons'.format(hexagon_count))

# output the feature collection to a geojson file
with open("output/hexagons.geojson", "w") as output_file:
    output_file.write(json.dumps(feature_collection))


# Play a sound when the script finishes (macOS)
for i in range(1, 2):
    os.system('afplay /System/Library/Sounds/Glass.aiff')

# Play a sound when the script finishes (Windows OS)
    # import time
    # import winsound

    # frequency = 1000
    # duration = 300

    # for i in range(1, 10):
    #     winsound.Beep(frequency, duration)
    #     time.sleep(0.1)

2.generate_origin_destination_matrix.py

import json
import math
import os
import pyproj
import sqlite3

def getDistance(x1,y1,x2,y2):
    distance = math.sqrt((x2-x1)**2+(y2-y1)**2)
    return int(distance)

def getHexagonCentroid(hexagon):
    coordinates = hexagon['geometry']['coordinates'][0]

    # remove the last pair of coordinates in the hexagon
    coordinates.pop()

    lat = sum(coords[1] for coords in coordinates) / 6
    lng = sum(coords[0] for coords in coordinates) / 6

    return lat, lng

# for converting the coordinates to and from geographic and projected coordinates
TRAN_4326_TO_3857 = pyproj.Transformer.from_crs("EPSG:4326", "EPSG:3857")
TRAN_3857_TO_4326 = pyproj.Transformer.from_crs("EPSG:3857", "EPSG:4326")

# create a sqlite database for the results
db = 'output/results.sqlite'

# delete the database if it already exists
if(os.path.exists(db)):
    os.remove(db)

# create a connection to the sqlite database
conn = sqlite3.connect(db)

# create cursors for the database connection
c1 = conn.cursor()
c2 = conn.cursor()

# create the facilities table
c1.execute('''
    CREATE TABLE facilities (
        facility_id                     INT,
        facility_x                      REAL,
        facility_y                      REAL,
        trade_area_distance_constraint  REAL,
        min_population_constraint       INT,
        max_population_constraint       INT
    );
''')

c1.execute('''
    CREATE TABLE od_matrix (
        facility_id INT,
        hexagon_id  INT,
        facility_x  REAL,
        facility_y  REAL,
        hexagon_x   REAL,
        hexagon_y   REAL,
        distance    INT,
        optimal     INT
    );
''')

# the geojson for the facilities
input_geojson_file = "input/facilities.geojson"

# load the area of interest into a JSON object
with open(input_geojson_file) as json_file:
    geojson = json.load(json_file)

    facilities = geojson['features']

    for facility in facilities:
        facility_id = facility['properties']['OID']
        trade_area_distance_constraint = facility['properties']['trade_area_dist_constraint']
        min_population_constraint = facility['properties']['min_population_constraint']
        max_population_constraint = facility['properties']['max_population_constraint']

        [lng, lat] = facility['geometry']['coordinates']
        [x, y] = TRAN_4326_TO_3857.transform(lat, lng)

        sql = '''
            INSERT INTO facilities (
                facility_id,
                facility_x,
                facility_y,
                trade_area_distance_constraint,
                min_population_constraint,
                max_population_constraint
            )
            VALUES ({},{},{},{},{},{});
        '''.format(facility_id, x, y, trade_area_distance_constraint, min_population_constraint, max_population_constraint)

        c1.execute(sql)

# create an empty feature collection for the hexagons
feature_collection = { "type": "FeatureCollection", "features": [] }

# the geojson for the hexagons
input_geojson_file = "output/hexagons.geojson"

# load the area of interest into a JSON object
with open(input_geojson_file) as json_file:
    geojson = json.load(json_file)

    hexagons = geojson['features']

    for i, hexagon in enumerate(hexagons):
        hexagon_id = hexagon['properties']['id']
        lat, lng = getHexagonCentroid(hexagon)
        [hexagon_x, hexagon_y] = TRAN_4326_TO_3857.transform(lat, lng)

        rows = c1.execute('''
            SELECT facility_id, facility_x, facility_y, trade_area_distance_constraint
            FROM facilities;
        ''').fetchall()

        for row in rows:
            facility_id, facility_x, facility_y, trade_area_distance_constraint = row
            distance = getDistance(hexagon_x, hexagon_y, facility_x, facility_y)

            if(distance > int(trade_area_distance_constraint)):
                distance = 100000

            sql = '''
                INSERT INTO od_matrix(facility_id, facility_x, facility_y, hexagon_id, hexagon_x, hexagon_y, distance)
                VALUES ({},{},{},{},{},{},{});
            '''.format(facility_id, facility_x, facility_y, hexagon_id, hexagon_x, hexagon_y, distance)

            c2.execute(sql)

            (hexagon_lat, hexagon_lng) = TRAN_3857_TO_4326.transform(hexagon_x, hexagon_y)
            (facility_lat, facility_lng) = TRAN_3857_TO_4326.transform(facility_x, facility_y)

            coords = [[facility_lng, facility_lat],[hexagon_lng, hexagon_lat]]

            if(distance <= trade_area_distance_constraint):
                f = {
                    "type": "Feature",
                    "properties": {},
                    "geometry": {
                            "type": "LineString",
                            "coordinates": coords
                        }
                }

                # add the hexagon to the feature collection
                feature_collection['features'].append(f)


        if((i+1) % 1000 == 0):
            print('Processed {} hexagons'.format(i+1))


conn.commit()
conn.close()

# output the feasible facility-hexagon pairs to geojson
with open("output/routes.geojson", "w") as output_file:
    output_file.write(json.dumps(feature_collection))

for i in range(1,2):
    os.system('afplay /System/Library/Sounds/Glass.aiff')

3.solve_the_model.py

from pyomo.environ import *
from pyomo.opt import SolverFactory
import datetime
import json
import os
import pyproj
import sqlite3

# for converting the coordinates to and from geographic and projected coordinates
TRAN_4326_TO_3857 = pyproj.Transformer.from_crs("EPSG:4326", "EPSG:3857")
TRAN_3857_TO_4326 = pyproj.Transformer.from_crs("EPSG:3857", "EPSG:4326")

# the input database created from the previous script
db = 'output/results.sqlite'

# create a database connection
conn = sqlite3.connect(db)

# create a cursor for the database connection
c = conn.cursor()

# the demand, supply, and cost matrices
Demand = {}
Supply = {}
Cost = {}

'''
    Supply['S0'] is for infeasible results, i.e. hexagons that do not
    have any facilities when the nearest facility is too far away,
    or when the population constraint for the facilities means the
    hexagon cannot be assigned to that facility
'''
# the population capacity constraint of the "unassigned" facility
Supply['S0'] = {}
Supply['S0']['min_pop'] = 0
Supply['S0']['max_pop'] = 1E10

sql = '''
    SELECT DISTINCT hexagon_id
    FROM od_matrix
    ORDER BY 1;
'''

# the assignment constraint, i.e. each hexagon can only be assigned to one facility
for row in c.execute(sql):
    hexagon_id = row[0]
    d = 'D{}'.format(hexagon_id)
    Demand[d] = 1

    # the infeasible case for each hexagon
    Cost[(d,'S0')] = 1E4

sql = '''
    SELECT DISTINCT facility_id, min_population_constraint, max_population_constraint
    FROM facilities
    ORDER BY 1;
'''

# the facility capacity constraint - cannot supply more hexagons than the facility has capacity for
for row in c.execute(sql):
    [facility_id, min_population_constraint, max_population_constraint] = row
    s = 'S{}'.format(facility_id)
    Supply[s] = {}
    Supply[s]['min_pop'] = min_population_constraint
    Supply[s]['max_pop'] = max_population_constraint

sql = '''
    SELECT facility_id, hexagon_id, distance
    FROM od_matrix;
'''

# creating the Cost matrix
for row in c.execute(sql):
    (facility_id, hexagon_id, distance) = row
    d = 'D{}'.format(hexagon_id)
    s = 'S{}'.format(facility_id)
    Cost[(d,s)] = distance

print('Building the model')

# creating the model
model = ConcreteModel()
model.dual = Suffix(direction=Suffix.IMPORT)

# Step 1: Define index sets
dem = list(Demand.keys())
sup = list(Supply.keys())

# Step 2: Define the decision variables
model.x = Var(dem, sup, domain=NonNegativeReals)

# Step 3: Define Objective
model.Cost = Objective(
    expr = sum([Cost[d,s]*model.x[d,s] for d in dem for s in sup]),
    sense = minimize
)

# Step 4: Constraints
model.sup = ConstraintList()
# each facility cannot supply more than its population capacity
for s in sup:
    model.sup.add(sum([model.x[d,s] for d in dem]) >= Supply[s]['min_pop'])
    model.sup.add(sum([model.x[d,s] for d in dem]) <= Supply[s]['max_pop'])

model.dmd = ConstraintList()
# each hexagon can only be assigned to one facility
for d in dem:
    model.dmd.add(sum([model.x[d,s] for s in sup]) == Demand[d])

'''
    There is no need to add a constraint for the service/trade area distances
    for the facilities. We are already handling this when we generate
    the origin destination matrix. If any hexagon falls outside of all
    facility trade areas, then it gets assigned to the "unassigned" facility.
'''

print('Solving the model')

# use the CBC solver and solve the model
results = SolverFactory('cbc').solve(model)

# for c in dem:
#     for s in sup:
#         print(c, s, model.x[c,s]())

# if the model solved correctly
if 'ok' == str(results.Solver.status):
    print("Objective Function = ", model.Cost())
    print('Outputting the results to GeoJSON') # note it would be faster to write the results directly to a database, e.g. Postgres / SQL Server

    # print("Results:")
    for s in sup:
        for d in dem:
            if model.x[d,s]() > 0:
                # print("From ", s," to ", d, ":", model.x[d,s]())
                facility_id = s.replace('S','')
                hexagon_id = d.replace('D','')
                c.execute('''
                    UPDATE od_matrix
                    SET optimal = 1
                    WHERE facility_id = {}
                        AND hexagon_id = {};
                '''.format(facility_id, hexagon_id))

    # create an empty feature collection for the results
    feature_collection = { "type": "FeatureCollection", "features": [] }

    rows = c.execute('''
            SELECT facility_id, hexagon_id, facility_x, facility_y, hexagon_x, hexagon_y, distance
            FROM od_matrix
            WHERE optimal = 1;
        ''')

    for row in rows:
        (facility_id, hexagon_id, facility_x, facility_y, hexagon_x, hexagon_y, distance) = row
        (hexagon_lat, hexagon_lng) = TRAN_3857_TO_4326.transform(hexagon_x, hexagon_y)
        (facility_lat, facility_lng) = TRAN_3857_TO_4326.transform(facility_x, facility_y)

        coords = [[facility_lng, facility_lat],[hexagon_lng, hexagon_lat]]

        f = {
                "type": "Feature",
                "properties": {},
                "geometry": {
                        "type": "LineString",
                        "coordinates": coords
                    }
            }

        # add the route to the feature collection
        feature_collection['features'].append(f)

    # output the optimally assigned pairs to geojson
    with open("output/optimal_results.geojson", "w") as output_file:
        output_file.write(json.dumps(feature_collection))

    # update the hexagons
    with open('output/hexagons.geojson') as json_file:
        geojson = json.load(json_file)
        hexagons = geojson['features']

        for hexagon in hexagons:
            facility_id = -1
            hexagon_id = hexagon['properties']['id']

            sql = '''
                SELECT facility_id
                FROM od_matrix
                WHERE hexagon_id = {}
                    AND optimal = 1;
            '''.format(hexagon_id)

            row = c.execute(sql).fetchone()

            if row:
                facility_id = row[0]

            hexagon['properties']['facility_id'] = facility_id

        # load the area of interest into a JSON object
        with open("output/hexagon_results.geojson", "w") as output_file:
            output_file.write(json.dumps(geojson))

else:
    print("No Feasible Solution Found")

finish_time = datetime.datetime.now()
# print('demand nodes = {} and supply nodes = {} | time = {}'.format(no_of_demand_nodes, no_of_supply_nodes, finish_time-start_time))

conn.commit()
conn.close()

for i in range(1,2):
    os.system('afplay /System/Library/Sounds/Glass.aiff')