combatlearn 1.1.2__py3-none-any.whl → 1.2.0__py3-none-any.whl

combatlearn/__init__.py

@@ -1,5 +1,5 @@
-from .combat import ComBat
+from .sklearn_api import ComBat
 
 __all__ = ["ComBat"]
-__version__ = "1.1.2"
+__version__ = "1.2.0"
 __author__ = "Ettore Rocchi"

combatlearn/core.py

@@ -0,0 +1,578 @@
+"""ComBat algorithm core.
+
+`ComBatModel` implements three variants of the ComBat algorithm:
+    * Johnson et al. (2007) vanilla ComBat (method="johnson")
+    * Fortin et al. (2018) extension with covariates (method="fortin")
+    * Chen et al. (2022) CovBat (method="chen")
+"""
+
+from __future__ import annotations
+
+import warnings
+from typing import Any, Literal
+
+import numpy as np
+import numpy.linalg as la
+import numpy.typing as npt
+import pandas as pd
+from sklearn.decomposition import PCA
+
+ArrayLike = pd.DataFrame | pd.Series | npt.NDArray[Any]
+FloatArray = npt.NDArray[np.float64]
+
+
+class ComBatModel:
+    """ComBat algorithm.
+
+    Parameters
+    ----------
+    method : {'johnson', 'fortin', 'chen'}, default='johnson'
+        * 'johnson' - classic ComBat.
+        * 'fortin' - covariate-aware ComBat.
+        * 'chen' - CovBat, PCA-based ComBat.
+    parametric : bool, default=True
+        Use the parametric empirical Bayes variant.
+    mean_only : bool, default=False
+        If True, only the mean is adjusted (`gamma_star`),
+        ignoring the variance (`delta_star`).
+    reference_batch : str, optional
+        If specified, the batch level to use as reference.
+    covbat_cov_thresh : float or int, default=0.9
+        CovBat: cumulative variance threshold (0, 1] to retain PCs, or
+        integer >= 1 specifying the number of components directly.
+    eps : float, default=1e-8
+        Numerical jitter to avoid division-by-zero.
+    """
+
+    def __init__(
+        self,
+        *,
+        method: Literal["johnson", "fortin", "chen"] = "johnson",
+        parametric: bool = True,
+        mean_only: bool = False,
+        reference_batch: str | None = None,
+        eps: float = 1e-8,
+        covbat_cov_thresh: float | int = 0.9,
+    ) -> None:
+        self.method: str = method
+        self.parametric: bool = parametric
+        self.mean_only: bool = bool(mean_only)
+        self.reference_batch: str | None = reference_batch
+        self.eps: float = float(eps)
+        self.covbat_cov_thresh: float | int = covbat_cov_thresh
+
+        self._batch_levels: pd.Index
+        self._grand_mean: pd.Series
+        self._pooled_var: pd.Series
+        self._gamma_star: FloatArray
+        self._delta_star: FloatArray
+        self._n_per_batch: dict[str, int]
+        self._reference_batch_idx: int | None
+        self._beta_hat_nonbatch: FloatArray
+        self._n_batch: int
+        self._p_design: int
+        self._covbat_pca: PCA
+        self._covbat_n_pc: int
+        self._batch_levels_pc: pd.Index
+        self._pc_gamma_star: FloatArray
+        self._pc_delta_star: FloatArray
+
+        # Validate covbat_cov_thresh
+        if isinstance(self.covbat_cov_thresh, float):
+            if not (0.0 < self.covbat_cov_thresh <= 1.0):
+                raise ValueError("covbat_cov_thresh must be in (0, 1] when float.")
+        elif isinstance(self.covbat_cov_thresh, int):
+            if self.covbat_cov_thresh < 1:
+                raise ValueError("covbat_cov_thresh must be >= 1 when int.")
+        else:
+            raise TypeError("covbat_cov_thresh must be float or int.")
+
+    @staticmethod
+    def _as_series(arr: ArrayLike, index: pd.Index, name: str) -> pd.Series:
+        """Convert array-like to categorical Series with validation."""
+        ser = arr.copy() if isinstance(arr, pd.Series) else pd.Series(arr, index=index, name=name)
+        if not ser.index.equals(index):
+            raise ValueError(f"`{name}` index mismatch with `X`.")
+        return ser.astype("category")
+
+    @staticmethod
+    def _to_df(arr: ArrayLike | None, index: pd.Index, name: str) -> pd.DataFrame | None:
+        """Convert array-like to DataFrame."""
+        if arr is None:
+            return None
+        if isinstance(arr, pd.Series):
+            arr = arr.to_frame()
+        if not isinstance(arr, pd.DataFrame):
+            arr = pd.DataFrame(arr, index=index)
+        if not arr.index.equals(index):
+            raise ValueError(f"`{name}` index mismatch with `X`.")
+        return arr
+
+    def fit(
+        self,
+        X: ArrayLike,
+        y: ArrayLike | None = None,
+        *,
+        batch: ArrayLike,
+        discrete_covariates: ArrayLike | None = None,
+        continuous_covariates: ArrayLike | None = None,
+    ) -> ComBatModel:
+        """Fit the ComBat model."""
+        method = self.method.lower()
+        if method not in {"johnson", "fortin", "chen"}:
+            raise ValueError("method must be 'johnson', 'fortin', or 'chen'.")
+        if not isinstance(X, pd.DataFrame):
+            X = pd.DataFrame(X)
+        idx = X.index
+        batch = self._as_series(batch, idx, "batch")
+
+        disc = self._to_df(discrete_covariates, idx, "discrete_covariates")
+        cont = self._to_df(continuous_covariates, idx, "continuous_covariates")
+
+        if self.reference_batch is not None and self.reference_batch not in batch.cat.categories:
+            raise ValueError(
+                f"reference_batch={self.reference_batch!r} not present in the data batches."
+                f"{list(batch.cat.categories)}"
+            )
+
+        if method == "johnson":
+            if disc is not None or cont is not None:
+                warnings.warn("Covariates are ignored when using method='johnson'.", stacklevel=2)
+            self._fit_johnson(X, batch)
+        elif method == "fortin":
+            self._fit_fortin(X, batch, disc, cont)
+        elif method == "chen":
+            self._fit_chen(X, batch, disc, cont)
+        return self
+
+    def _fit_johnson(self, X: pd.DataFrame, batch: pd.Series) -> None:
+        """Johnson et al. (2007) ComBat."""
+        self._batch_levels = batch.cat.categories
+        pooled_var = X.var(axis=0, ddof=1) + self.eps
+        grand_mean = X.mean(axis=0)
+
+        Xs = (X - grand_mean) / np.sqrt(pooled_var)
+
+        n_per_batch: dict[str, int] = {}
+        gamma_hat: list[npt.NDArray[np.float64]] = []
+        delta_hat: list[npt.NDArray[np.float64]] = []
+
+        for lvl in self._batch_levels:
+            idx = batch == lvl
+            n_b = int(idx.sum())
+            if n_b < 2:
+                raise ValueError(f"Batch '{lvl}' has <2 samples.")
+            n_per_batch[str(lvl)] = n_b
+            xb = Xs.loc[idx]
+            gamma_hat.append(xb.mean(axis=0).values)
+            delta_hat.append(xb.var(axis=0, ddof=1).values + self.eps)
+
+        gamma_hat_arr = np.vstack(gamma_hat)
+        delta_hat_arr = np.vstack(delta_hat)
+
+        if self.mean_only:
+            gamma_star = self._shrink_gamma(
+                gamma_hat_arr, delta_hat_arr, n_per_batch, parametric=self.parametric
+            )
+            delta_star = np.ones_like(delta_hat_arr)
+        else:
+            gamma_star, delta_star = self._shrink_gamma_delta(
+                gamma_hat_arr, delta_hat_arr, n_per_batch, parametric=self.parametric
+            )
+
+        if self.reference_batch is not None:
+            ref_idx = list(self._batch_levels).index(self.reference_batch)
+            gamma_ref = gamma_star[ref_idx]
+            delta_ref = delta_star[ref_idx]
+            gamma_star = gamma_star - gamma_ref
+            if not self.mean_only:
+                delta_star = delta_star / delta_ref
+            self._reference_batch_idx = ref_idx
+        else:
+            self._reference_batch_idx = None
+
+        self._grand_mean = grand_mean
+        self._pooled_var = pooled_var
+        self._gamma_star = gamma_star
+        self._delta_star = delta_star
+        self._n_per_batch = n_per_batch
+
+    def _fit_fortin(
+        self,
+        X: pd.DataFrame,
+        batch: pd.Series,
+        disc: pd.DataFrame | None,
+        cont: pd.DataFrame | None,
+    ) -> None:
+        """Fortin et al. (2018) neuroComBat."""
+        self._batch_levels = batch.cat.categories
+        n_batch = len(self._batch_levels)
+        n_samples = len(X)
+
+        batch_dummies = pd.get_dummies(batch, drop_first=False).astype(float)
+        if self.reference_batch is not None:
+            if self.reference_batch not in self._batch_levels:
+                raise ValueError(
+                    f"reference_batch={self.reference_batch!r} not present in batches."
+                    f"{list(self._batch_levels)}"
+                )
+            batch_dummies.loc[:, self.reference_batch] = 1.0
+
+        parts: list[pd.DataFrame] = [batch_dummies]
+        if disc is not None:
+            parts.append(pd.get_dummies(disc.astype("category"), drop_first=True).astype(float))
+
+        if cont is not None:
+            parts.append(cont.astype(float))
+
+        design = pd.concat(parts, axis=1).values
+        p_design = design.shape[1]
+
+        X_np = X.values
+        beta_hat = la.lstsq(design, X_np, rcond=None)[0]
+
+        beta_hat_batch = beta_hat[:n_batch]
+        self._beta_hat_nonbatch = beta_hat[n_batch:]
+
+        n_per_batch = batch.value_counts().sort_index().astype(int).values
+        self._n_per_batch = dict(zip(self._batch_levels, n_per_batch, strict=True))
+
+        if self.reference_batch is not None:
+            ref_idx = list(self._batch_levels).index(self.reference_batch)
+            grand_mean = beta_hat_batch[ref_idx]
+        else:
+            grand_mean = (n_per_batch / n_samples) @ beta_hat_batch
+            ref_idx = None
+
+        self._grand_mean = pd.Series(grand_mean, index=X.columns)
+
+        if self.reference_batch is not None:
+            ref_mask = (batch == self.reference_batch).values
+            resid = X_np[ref_mask] - design[ref_mask] @ beta_hat
+            denom = int(ref_mask.sum())
+        else:
+            resid = X_np - design @ beta_hat
+            denom = n_samples
+        var_pooled = (resid**2).sum(axis=0) / denom + self.eps
+        self._pooled_var = pd.Series(var_pooled, index=X.columns)
+
+        stand_mean = grand_mean + design[:, n_batch:] @ self._beta_hat_nonbatch
+        Xs = (X_np - stand_mean) / np.sqrt(var_pooled)
+
+        gamma_hat = np.vstack([Xs[batch == lvl].mean(axis=0) for lvl in self._batch_levels])
+        delta_hat = np.vstack(
+            [Xs[batch == lvl].var(axis=0, ddof=1) + self.eps for lvl in self._batch_levels]
+        )
+
+        if self.mean_only:
+            gamma_star = self._shrink_gamma(
+                gamma_hat, delta_hat, n_per_batch, parametric=self.parametric
+            )
+            delta_star = np.ones_like(delta_hat)
+        else:
+            gamma_star, delta_star = self._shrink_gamma_delta(
+                gamma_hat, delta_hat, n_per_batch, parametric=self.parametric
+            )
+
+        if ref_idx is not None:
+            gamma_star[ref_idx] = 0.0
+            if not self.mean_only:
+                delta_star[ref_idx] = 1.0
+        self._reference_batch_idx = ref_idx
+
+        self._gamma_star = gamma_star
+        self._delta_star = delta_star
+        self._n_batch = n_batch
+        self._p_design = p_design
+
+    def _fit_chen(
+        self,
+        X: pd.DataFrame,
+        batch: pd.Series,
+        disc: pd.DataFrame | None,
+        cont: pd.DataFrame | None,
+    ) -> None:
+        """Chen et al. (2022) CovBat."""
+        self._fit_fortin(X, batch, disc, cont)
+        X_meanvar_adj = self._transform_fortin(X, batch, disc, cont)
+        pca = PCA(svd_solver="full", whiten=False).fit(X_meanvar_adj)
+
+        # Determine number of components based on threshold type
+        if isinstance(self.covbat_cov_thresh, int):
+            n_pc = min(self.covbat_cov_thresh, len(pca.explained_variance_ratio_))
+        else:
+            cumulative = np.cumsum(pca.explained_variance_ratio_)
+            n_pc = int(np.searchsorted(cumulative, self.covbat_cov_thresh) + 1)
+
+        self._covbat_pca = pca
+        self._covbat_n_pc = n_pc
+
+        scores = pca.transform(X_meanvar_adj)[:, :n_pc]
+        scores_df = pd.DataFrame(scores, index=X.index, columns=[f"PC{i + 1}" for i in range(n_pc)])
+        self._batch_levels_pc = self._batch_levels
+        n_per_batch = self._n_per_batch
+
+        gamma_hat: list[npt.NDArray[np.float64]] = []
+        delta_hat: list[npt.NDArray[np.float64]] = []
+        for lvl in self._batch_levels_pc:
+            idx = batch == lvl
+            xb = scores_df.loc[idx]
+            gamma_hat.append(xb.mean(axis=0).values)
+            delta_hat.append(xb.var(axis=0, ddof=1).values + self.eps)
+        gamma_hat_arr = np.vstack(gamma_hat)
+        delta_hat_arr = np.vstack(delta_hat)
+
+        if self.mean_only:
+            gamma_star = self._shrink_gamma(
+                gamma_hat_arr, delta_hat_arr, n_per_batch, parametric=self.parametric
+            )
+            delta_star = np.ones_like(delta_hat_arr)
+        else:
+            gamma_star, delta_star = self._shrink_gamma_delta(
+                gamma_hat_arr, delta_hat_arr, n_per_batch, parametric=self.parametric
+            )
+
+        if self.reference_batch is not None:
+            ref_idx = list(self._batch_levels_pc).index(self.reference_batch)
+            gamma_ref = gamma_star[ref_idx]
+            delta_ref = delta_star[ref_idx]
+            gamma_star = gamma_star - gamma_ref
+            if not self.mean_only:
+                delta_star = delta_star / delta_ref
+
+        self._pc_gamma_star = gamma_star
+        self._pc_delta_star = delta_star
+
+    def _shrink_gamma_delta(
+        self,
+        gamma_hat: FloatArray,
+        delta_hat: FloatArray,
+        n_per_batch: dict[str, int] | FloatArray,
+        *,
+        parametric: bool,
+        max_iter: int = 100,
+        tol: float = 1e-4,
+    ) -> tuple[FloatArray, FloatArray]:
+        """Empirical Bayes shrinkage estimation."""
+        if parametric:
+            gamma_bar = gamma_hat.mean(axis=0)
+            t2 = gamma_hat.var(axis=0, ddof=1)
+            a_prior = (delta_hat.mean(axis=0) ** 2) / delta_hat.var(axis=0, ddof=1) + 2
+            b_prior = delta_hat.mean(axis=0) * (a_prior - 1)
+
+            B, _p = gamma_hat.shape
+            gamma_star = np.empty_like(gamma_hat)
+            delta_star = np.empty_like(delta_hat)
+            n_vec = (
+                np.array(list(n_per_batch.values()))
+                if isinstance(n_per_batch, dict)
+                else n_per_batch
+            )
+
+            for i in range(B):
+                n_i = n_vec[i]
+                g, d = gamma_hat[i], delta_hat[i]
+                gamma_post_var = 1.0 / (n_i / d + 1.0 / t2)
+                gamma_star[i] = gamma_post_var * (n_i * g / d + gamma_bar / t2)
+
+                a_post = a_prior + n_i / 2.0
+                b_post = b_prior + 0.5 * n_i * d
+                delta_star[i] = b_post / (a_post - 1)
+            return gamma_star, delta_star
+
+        else:
+            B, _p = gamma_hat.shape
+            n_vec = (
+                np.array(list(n_per_batch.values()))
+                if isinstance(n_per_batch, dict)
+                else n_per_batch
+            )
+            gamma_bar = gamma_hat.mean(axis=0)
+            t2 = gamma_hat.var(axis=0, ddof=1)
+
+            def postmean(
+                g_hat: FloatArray,
+                g_bar: FloatArray,
+                n: float,
+                d_star: FloatArray,
+                t2_: FloatArray,
+            ) -> FloatArray:
+                return (t2_ * n * g_hat + d_star * g_bar) / (t2_ * n + d_star)
+
+            def postvar(sum2: FloatArray, n: float, a: FloatArray, b: FloatArray) -> FloatArray:
+                return (0.5 * sum2 + b) / (n / 2.0 + a - 1.0)
+
+            def aprior(delta: FloatArray) -> FloatArray:
+                m, s2 = delta.mean(), delta.var()
+                s2 = max(s2, self.eps)
+                return (2 * s2 + m**2) / s2
+
+            def bprior(delta: FloatArray) -> FloatArray:
+                m, s2 = delta.mean(), delta.var()
+                s2 = max(s2, self.eps)
+                return (m * s2 + m**3) / s2
+
+            gamma_star = np.empty_like(gamma_hat)
+            delta_star = np.empty_like(delta_hat)
+
+            for i in range(B):
+                n_i = n_vec[i]
+                g_hat_i = gamma_hat[i]
+                d_hat_i = delta_hat[i]
+                a_i = aprior(d_hat_i)
+                b_i = bprior(d_hat_i)
+
+                g_new, d_new = g_hat_i.copy(), d_hat_i.copy()
+                for _ in range(max_iter):
+                    g_prev, d_prev = g_new, d_new
+                    g_new = postmean(g_hat_i, gamma_bar, n_i, d_prev, t2)
+                    sum2 = (n_i - 1) * d_hat_i + n_i * (g_hat_i - g_new) ** 2
+                    d_new = postvar(sum2, n_i, a_i, b_i)
+                    if np.max(np.abs(g_new - g_prev) / (np.abs(g_prev) + self.eps)) < tol and (
+                        self.mean_only
+                        or np.max(np.abs(d_new - d_prev) / (np.abs(d_prev) + self.eps)) < tol
+                    ):
+                        break
+                gamma_star[i] = g_new
+                delta_star[i] = 1.0 if self.mean_only else d_new
+            return gamma_star, delta_star
+
+    def _shrink_gamma(
+        self,
+        gamma_hat: FloatArray,
+        delta_hat: FloatArray,
+        n_per_batch: dict[str, int] | FloatArray,
+        *,
+        parametric: bool,
+    ) -> FloatArray:
+        """Convenience wrapper that returns only gamma* (for *mean-only* mode)."""
+        gamma, _ = self._shrink_gamma_delta(
+            gamma_hat, delta_hat, n_per_batch, parametric=parametric
+        )
+        return gamma
+
+    def transform(
+        self,
+        X: ArrayLike,
+        *,
+        batch: ArrayLike,
+        discrete_covariates: ArrayLike | None = None,
+        continuous_covariates: ArrayLike | None = None,
+    ) -> pd.DataFrame:
+        """Transform the data using fitted ComBat parameters."""
+        if not hasattr(self, "_gamma_star"):
+            raise ValueError(
+                "This ComBatModel instance is not fitted yet. Call 'fit' before 'transform'."
+            )
+        if not isinstance(X, pd.DataFrame):
+            X = pd.DataFrame(X)
+        idx = X.index
+        batch = self._as_series(batch, idx, "batch")
+        unseen = set(batch.cat.categories) - set(self._batch_levels)
+        if unseen:
+            raise ValueError(f"Unseen batch levels during transform: {unseen}.")
+        disc = self._to_df(discrete_covariates, idx, "discrete_covariates")
+        cont = self._to_df(continuous_covariates, idx, "continuous_covariates")
+
+        method = self.method.lower()
+        if method == "johnson":
+            return self._transform_johnson(X, batch)
+        elif method == "fortin":
+            return self._transform_fortin(X, batch, disc, cont)
+        elif method == "chen":
+            return self._transform_chen(X, batch, disc, cont)
+        else:
+            raise ValueError(f"Unknown method: {method}.")
+
+    def _transform_johnson(self, X: pd.DataFrame, batch: pd.Series) -> pd.DataFrame:
+        """Johnson transform implementation."""
+        pooled = self._pooled_var
+        grand = self._grand_mean
+
+        Xs = (X - grand) / np.sqrt(pooled)
+        X_adj = pd.DataFrame(index=X.index, columns=X.columns, dtype=float)
+
+        for i, lvl in enumerate(self._batch_levels):
+            idx = batch == lvl
+            if not idx.any():
+                continue
+            if self.reference_batch is not None and lvl == self.reference_batch:
+                X_adj.loc[idx] = X.loc[idx].values
+                continue
+
+            g = self._gamma_star[i]
+            d = self._delta_star[i]
+            Xb = Xs.loc[idx] - g if self.mean_only else (Xs.loc[idx] - g) / np.sqrt(d)
+            X_adj.loc[idx] = (Xb * np.sqrt(pooled) + grand).values
+        return X_adj
+
+    def _transform_fortin(
+        self,
+        X: pd.DataFrame,
+        batch: pd.Series,
+        disc: pd.DataFrame | None,
+        cont: pd.DataFrame | None,
+    ) -> pd.DataFrame:
+        """Fortin transform implementation."""
+        batch_dummies = pd.get_dummies(batch, drop_first=False).astype(float)[self._batch_levels]
+        if self.reference_batch is not None:
+            batch_dummies.loc[:, self.reference_batch] = 1.0
+
+        parts = [batch_dummies]
+        if disc is not None:
+            parts.append(pd.get_dummies(disc.astype("category"), drop_first=True).astype(float))
+        if cont is not None:
+            parts.append(cont.astype(float))
+
+        design = pd.concat(parts, axis=1).values
+
+        X_np = X.values
+        stand_mu = self._grand_mean.values + design[:, self._n_batch :] @ self._beta_hat_nonbatch
+        Xs = (X_np - stand_mu) / np.sqrt(self._pooled_var.values)
+
+        for i, lvl in enumerate(self._batch_levels):
+            idx = batch == lvl
+            if not idx.any():
+                continue
+            if self.reference_batch is not None and lvl == self.reference_batch:
+                # leave reference samples unchanged
+                continue
+
+            g = self._gamma_star[i]
+            d = self._delta_star[i]
+            if self.mean_only:
+                Xs[idx] = Xs[idx] - g
+            else:
+                Xs[idx] = (Xs[idx] - g) / np.sqrt(d)
+
+        X_adj = Xs * np.sqrt(self._pooled_var.values) + stand_mu
+        return pd.DataFrame(X_adj, index=X.index, columns=X.columns, dtype=float)
+
+    def _transform_chen(
+        self,
+        X: pd.DataFrame,
+        batch: pd.Series,
+        disc: pd.DataFrame | None,
+        cont: pd.DataFrame | None,
+    ) -> pd.DataFrame:
+        """Chen transform implementation."""
+        X_meanvar_adj = self._transform_fortin(X, batch, disc, cont)
+        scores = self._covbat_pca.transform(X_meanvar_adj)
+        n_pc = self._covbat_n_pc
+        scores_adj = scores.copy()
+
+        for i, lvl in enumerate(self._batch_levels_pc):
+            idx = batch == lvl
+            if not idx.any():
+                continue
+            if self.reference_batch is not None and lvl == self.reference_batch:
+                continue
+            g = self._pc_gamma_star[i]
+            d = self._pc_delta_star[i]
+            if self.mean_only:
+                scores_adj[idx, :n_pc] = scores_adj[idx, :n_pc] - g
+            else:
+                scores_adj[idx, :n_pc] = (scores_adj[idx, :n_pc] - g) / np.sqrt(d)
+
+        X_recon = self._covbat_pca.inverse_transform(scores_adj)
+        return pd.DataFrame(X_recon, index=X.index, columns=X.columns)