factominer 0.1.0.dev0__tar.gz → 0.2.0.dev0__tar.gz
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/.gitignore +6 -2
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/CHANGELOG.md +43 -1
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/PKG-INFO +23 -13
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/README.md +21 -12
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/conf.py +2 -2
- factominer-0.2.0.dev0/docs/elves/execution-log.md +250 -0
- factominer-0.2.0.dev0/docs/elves/learnings.md +188 -0
- factominer-0.2.0.dev0/docs/elves/survival-guide.md +293 -0
- factominer-0.2.0.dev0/docs/plans/elves-run-1.md +288 -0
- factominer-0.2.0.dev0/docs/plans/gpa-research-findings.json +87 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/__init__.py +5 -3
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/_deferred.py +3 -11
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/_result.py +6 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/datasets/__init__.py +12 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/datasets/data/PROVENANCE.md +12 -0
- factominer-0.2.0.dev0/factominer/datasets/data/gpa_synth.csv +9 -0
- factominer-0.2.0.dev0/factominer/famd.py +244 -0
- factominer-0.2.0.dev0/factominer/gpa.py +282 -0
- factominer-0.2.0.dev0/factominer/plot/__init__.py +36 -0
- factominer-0.2.0.dev0/factominer/plot/_data.py +118 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/plot/matplotlib_backend.py +31 -38
- factominer-0.2.0.dev0/factominer/plot/plotly_backend.py +269 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/pyproject.toml +2 -1
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/conftest.py +15 -0
- factominer-0.2.0.dev0/tests/fixtures/r_outputs/famd/poison.json +1 -0
- factominer-0.2.0.dev0/tests/fixtures/r_outputs/gpa/synth.json +1 -0
- factominer-0.2.0.dev0/tests/fixtures/r_outputs/plot/ellipse_decathlon.json +1 -0
- factominer-0.2.0.dev0/tests/test_famd.py +213 -0
- factominer-0.2.0.dev0/tests/test_gpa.py +108 -0
- factominer-0.2.0.dev0/tests/test_plot_parity.py +72 -0
- factominer-0.2.0.dev0/tests/test_plotly.py +119 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_plots.py +17 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_smoke.py +1 -1
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tools/refresh_r_fixtures.R +70 -0
- factominer-0.1.0.dev0/factominer/plot/__init__.py +0 -32
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/CITATION.cff +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/CONTRIBUTING.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/LICENSE +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/NOTICE.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/SECURITY.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/ca.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/datasets.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/desc.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/hcpc.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/mca.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/pca.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/api/plot.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/examples/ca_children.ipynb +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/examples/hcpc_decathlon.ipynb +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/examples/mca_tea.ipynb +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/examples/pca_decathlon.ipynb +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/index.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/docs/migrating-from-r.md +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/_scaling.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/_sign.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/_svd.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/ca.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/datasets/data/children.csv +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/datasets/data/decathlon.csv +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/datasets/data/poison.csv +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/datasets/data/tea.csv +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/desc/__init__.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/desc/catdes.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/desc/condes.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/desc/dimdesc.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/hcpc.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/mca.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/pca.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/factominer/py.typed +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/__init__.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/ca/children.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/ca/children_plain.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/catdes/tea_Tea.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/condes/decathlon_Points.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/condes/tea_age.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/dimdesc/pca_decathlon.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/dimdesc/pca_decathlon_proba50.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/hcpc/decathlon_plain_k4.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/mca/tea.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/pca/decathlon.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/fixtures/r_outputs/pca/decathlon_plain.json +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_ca.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_desc.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_hcpc.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_mca.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tests/test_pca.py +0 -0
- {factominer-0.1.0.dev0 → factominer-0.2.0.dev0}/tools/build_example_notebooks.py +0 -0
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# Jupyter outputs
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#
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# Elves ephemeral artifacts (committed during a run for compaction
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# recovery; the skill's Final Completion step git-rm's them before
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# the user reviews the PR).
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.playwright-mcp/
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docs/audit/
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## [Unreleased]
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## [0.2.0.dev0] — 2026-05-30
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This release adds two FactoMineR methods (FAMD, GPA) and a plotly plotting
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backend, tightens every parity tolerance, and verifies all fixtures
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byte-for-byte against live R FactoMineR 2.14.
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### Added
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- **`GPA` (Generalized Procrustes Analysis)** is now implemented
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(`factominer/gpa.py` + a `GPAResult` dataclass). R's GPA is stochastic
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(random multi-start + `rnorm` rank-deficient basis completion), so the
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port implements the deterministic single-start core and validates in two
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tiers: `RV` / `RVs` / `simi` (from the raw configurations, including the
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Kazi-Aoual standardized `RVstd`) match R **exactly**; `consensus` / `Xfin`
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match R **up to a global rotation/reflection** (verified via inter-object
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distance matrices). Currently limited to no-missing, equal-width
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configurations. Ships a fully-reproducible synthetic GPA dataset
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(`load_gpa_synth`).
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- **Plotly plotting backend** (`factominer/plot/plotly_backend.py`),
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selected via `plot(res, ..., backend="plotly")`, returning
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`plotly.graph_objects.Figure`. Mirrors the full matplotlib surface
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(PCA ind/var/biplot, scree, contrib; CA/MCA row/col/biplot maps; HCPC
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factor map + dendrogram) and draws from the same `_data` geometry layer
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(shared palette + R-faithful ellipses). Added `plotly` to the `dev`
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extra; it remains an optional runtime dependency
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(`pip install 'factominer[plotly]'`).
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- **Backend-agnostic plot-data layer** (`factominer/plot/_data.py`) with a
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faithful port of R FactoMineR's `coord.ellipse`
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(`t·scale·cos(a ± d/2)`, `d = acos(r)`, `t = sqrt(qchisq(level, 2))`).
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The matplotlib backend now draws confidence/concentration ellipses from
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this shared source, so they are **vertex-identical to R** (previously the
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backend used an eigenvector + matplotlib `Ellipse` form that was only
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geometrically equivalent). Verified by `tests/test_plot_parity.py` for
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both `bary=False` and `bary=True` at 1e-9.
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- **`FAMD` (Factor Analysis of Mixed Data)** is now implemented and parity-
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verified against R FactoMineR 2.14 on the `poison` dataset (active
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variables). Mirrors R's approach of running an unscaled PCA on the mixed
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`[standardized-quanti | centered/sqrt(prop)-scaled indicator]` matrix.
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Exposes `eig` (truncated to `ncp`), `ind`, `quanti_var`, `quali_var`
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(with the principal category coordinate, cos², contrib, v.test), and the
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combined `var` summary (squared loadings for quanti, eta² for quali).
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`Result` gains `quanti_var` / `quali_var` Block fields. Supplementary
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variables/individuals are not yet supported.
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- Full FactoMineR 2.14 schema parity for `dimdesc` / `catdes` / `condes`
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(`n` column on quanti tables; `Cla/Mod` / `Mod/Cla` / `Global` /
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hypergeometric `v.test` on catdes category; `Eta2` / `P-value` on
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tests. FAMD / MFA / HMFA / DMFA / GPA importable as `NotImplementedError`
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stubs.
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[Unreleased]: https://github.com/aigorahub/FactoMinePy/compare/v0.
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[Unreleased]: https://github.com/aigorahub/FactoMinePy/compare/v0.2.0.dev0...HEAD
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[0.2.0.dev0]: https://github.com/aigorahub/FactoMinePy/compare/v0.1.0.dev0...v0.2.0.dev0
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[0.1.0.dev0]: https://github.com/aigorahub/FactoMinePy/releases/tag/v0.1.0.dev0
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Metadata-Version: 2.4
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Name: factominer
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Version: 0.
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Version: 0.2.0.dev0
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Summary: FactoMineR-compatible multivariate exploratory data analysis for Python
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Project-URL: Homepage, https://github.com/aigorahub/FactoMinePy
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Project-URL: Issues, https://github.com/aigorahub/FactoMinePy/issues
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Requires-Dist: plotly>=5.20; extra == 'dev'
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## Status
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**Early-alpha.**
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**Early-alpha (`0.2.0.dev0`).** Live against R FactoMineR 2.14: PCA, CA, MCA,
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FAMD, HCPC, GPA, the `dimdesc` / `catdes` / `condes` descriptors, and
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matplotlib + plotly plotting backends. PCA / CA / MCA / FAMD / HCPC and the
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descriptors are numerically parity-verified; GPA is rotation-invariant-verified
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(R's GPA is stochastic); the plotting backends are structurally verified (plus
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vertex-exact ellipses). Still stubbed: MFA, HMFA, DMFA. The supported-methods
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table below is the source of truth for exactly what works and at what parity bar.
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| FactoMineR method | Python equivalent | Live | R-parity verified | Notes |
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| --- | --- | --- | --- | --- |
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| `PCA` | `factominer.PCA` | ✅ | ✅ | active + supplementary individuals, quanti.sup, quali.sup |
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| `CA` | `factominer.CA` | ✅ | ✅ | symmetric biplot, supplementary rows/columns |
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| `MCA` | `factominer.MCA` | ✅ | ✅ | indicator matrix; Burt option |
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| `MCA` | `factominer.MCA` | ✅ | ✅ | indicator matrix (parity-verified); a Burt option exists but is not parity-verified |
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| `HCPC` | `factominer.HCPC` | ✅ | ✅ | hierarchical clustering on PCA/CA/MCA, k-means consolidation |
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| `dimdesc` | `factominer.dimdesc` | ✅ | ✅ | quantitative + categorical description per axis |
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| `catdes` | `factominer.catdes` | ✅ | ✅ | `Cla/Mod`, `Mod/Cla`, `Global`, hypergeometric v-test; `quanti_var` Eta²; per-level `quanti` with `sd in category` / `Overall sd` / `n` |
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| `condes` | `factominer.condes` | ✅ | ✅ | correlation tests for a continuous target |
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| `plot.PCA / .CA / .MCA / .HCPC` | `factominer.plot.plot()` | ✅ | structural | matplotlib backend; factor maps, biplot, scree, contributions, dendrogram, ellipses
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| `FAMD` | `factominer.FAMD` |
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| `plot.PCA / .CA / .MCA / .HCPC` | `factominer.plot.plot()` | ✅ | structural + ellipse | matplotlib backend; factor maps, biplot, scree, contributions, dendrogram, habillage. Confidence/concentration ellipses (`coord.ellipse`) are vertex-parity-verified against R |
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| `FAMD` | `factominer.FAMD` | ✅ | ✅ | mixed quantitative + qualitative data; active variables (supplementary vars not yet supported) |
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| `MFA` | `factominer.MFA` | 🚧 stub | — | Round 2 |
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| `HMFA` | `factominer.HMFA` | 🚧 stub | — | Round 2 |
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| `DMFA` | `factominer.DMFA` | 🚧 stub | — | Round 2 |
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| `GPA` | `factominer.GPA` |
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| Plotly backend | `factominer.plot.
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| `GPA` | `factominer.GPA` | ✅ | ⚠️ rotation-invariant | Generalized Procrustes Analysis. `RV` / `RVs` / `simi` are parity-verified exactly; `consensus` / `Xfin` match R up to a global rotation/reflection (R's GPA is stochastic). No missing values / equal-width configs |
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| Plotly backend | `factominer.plot.plot(..., backend="plotly")` | ✅ | structural | mirrors the matplotlib surface (ind/var/biplot/scree/contrib, CA/MCA maps, HCPC factor map + dendrogram); shares the `_data` geometry layer. Needs `pip install 'factominer[plotly]'` |
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Methods marked 🚧 are importable but raise `NotImplementedError(
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Methods marked 🚧 are importable but raise `NotImplementedError` (pointing at [ROADMAP.md](ROADMAP.md) and the supported-methods table) when called. This is by design so downstream code can `from factominer import HMFA` without an `ImportError`.
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- **GPA parity is rotation-invariant, and the port is deterministic.** R's GPA is stochastic (random multi-start + random rank-deficient basis completion), so its `consensus` / `Xfin` are reproducible only up to a global rotation/reflection — an inherent gauge freedom of Procrustes analysis. The port implements the deterministic single-start core; `RV` / `RVs` / `simi` (computed from the raw configurations) match R exactly, and `consensus` / `Xfin` match R's inter-object distances. Currently limited to no-missing, equal-width configurations.
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- **Parity is empirical, not exhaustive.** The parity suite covers the active + supplementary blocks for PCA / CA, active blocks for MCA (its supplementary blocks are not yet asserted) and HCPC, active-variable FAMD, rotation-invariant GPA, and the full output schemas of dimdesc / catdes / condes on standard fixtures (`decathlon`, `children`, `tea`, `poison`, and a synthetic GPA set). Behavior with row weights, missing values, very small samples, or `method="burt"` MCA has not been independently verified.
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- **Sign of axes is arbitrary.** SVD is sign-ambiguous; we apply a deterministic rule that may give the opposite sign from R on a given axis. Distances, clusters, contributions, and cos² are sign-invariant; coordinates may need a flip to align visually with R output.
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- **Plot parity is structural, not pixel-exact.** Both backends are verified to produce the expected traces/artists and the R-faithful `coord.ellipse` geometry, but not pixel-identical images. The plotly backend mirrors the matplotlib surface and shares the same data layer.
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| `load_decathlon()` | IAAF 2004 Athens Olympic + Décastar 2004, re-derived from public results | PCA, dimdesc, HCPC |
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| `load_children()` | FactoMineR's `children` (children's worries by socio-educational category) | CA |
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| `load_tea()` | FactoMineR's `tea` (300-person tea-consumption survey) | MCA, catdes |
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| `load_poison()` | FactoMineR's `poison` (food-poisoning outbreak survey) | FAMD, mixed quantitative + categorical |
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See [factominer/datasets/data/PROVENANCE.md](factominer/datasets/data/PROVENANCE.md) for each dataset's origin and licensing notes.
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## Status
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**Early-alpha.**
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**Early-alpha (`0.2.0.dev0`).** Live against R FactoMineR 2.14: PCA, CA, MCA,
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FAMD, HCPC, GPA, the `dimdesc` / `catdes` / `condes` descriptors, and
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matplotlib + plotly plotting backends. PCA / CA / MCA / FAMD / HCPC and the
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descriptors are numerically parity-verified; GPA is rotation-invariant-verified
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(R's GPA is stochastic); the plotting backends are structurally verified (plus
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vertex-exact ellipses). Still stubbed: MFA, HMFA, DMFA. The supported-methods
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table below is the source of truth for exactly what works and at what parity bar.
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| FactoMineR method | Python equivalent | Live | R-parity verified | Notes |
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| --- | --- | --- | --- | --- |
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| `PCA` | `factominer.PCA` | ✅ | ✅ | active + supplementary individuals, quanti.sup, quali.sup |
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| `CA` | `factominer.CA` | ✅ | ✅ | symmetric biplot, supplementary rows/columns |
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| `MCA` | `factominer.MCA` | ✅ | ✅ | indicator matrix; Burt option |
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| `MCA` | `factominer.MCA` | ✅ | ✅ | indicator matrix (parity-verified); a Burt option exists but is not parity-verified |
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| `HCPC` | `factominer.HCPC` | ✅ | ✅ | hierarchical clustering on PCA/CA/MCA, k-means consolidation |
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| `dimdesc` | `factominer.dimdesc` | ✅ | ✅ | quantitative + categorical description per axis |
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| `catdes` | `factominer.catdes` | ✅ | ✅ | `Cla/Mod`, `Mod/Cla`, `Global`, hypergeometric v-test; `quanti_var` Eta²; per-level `quanti` with `sd in category` / `Overall sd` / `n` |
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| `condes` | `factominer.condes` | ✅ | ✅ | correlation tests for a continuous target |
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| `plot.PCA / .CA / .MCA / .HCPC` | `factominer.plot.plot()` | ✅ | structural | matplotlib backend; factor maps, biplot, scree, contributions, dendrogram, ellipses
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| `FAMD` | `factominer.FAMD` |
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| `plot.PCA / .CA / .MCA / .HCPC` | `factominer.plot.plot()` | ✅ | structural + ellipse | matplotlib backend; factor maps, biplot, scree, contributions, dendrogram, habillage. Confidence/concentration ellipses (`coord.ellipse`) are vertex-parity-verified against R |
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| `FAMD` | `factominer.FAMD` | ✅ | ✅ | mixed quantitative + qualitative data; active variables (supplementary vars not yet supported) |
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| `MFA` | `factominer.MFA` | 🚧 stub | — | Round 2 |
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| `HMFA` | `factominer.HMFA` | 🚧 stub | — | Round 2 |
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| `DMFA` | `factominer.DMFA` | 🚧 stub | — | Round 2 |
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| `GPA` | `factominer.GPA` |
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| Plotly backend | `factominer.plot.
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| `GPA` | `factominer.GPA` | ✅ | ⚠️ rotation-invariant | Generalized Procrustes Analysis. `RV` / `RVs` / `simi` are parity-verified exactly; `consensus` / `Xfin` match R up to a global rotation/reflection (R's GPA is stochastic). No missing values / equal-width configs |
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| Plotly backend | `factominer.plot.plot(..., backend="plotly")` | ✅ | structural | mirrors the matplotlib surface (ind/var/biplot/scree/contrib, CA/MCA maps, HCPC factor map + dendrogram); shares the `_data` geometry layer. Needs `pip install 'factominer[plotly]'` |
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Methods marked 🚧 are importable but raise `NotImplementedError(
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Methods marked 🚧 are importable but raise `NotImplementedError` (pointing at [ROADMAP.md](ROADMAP.md) and the supported-methods table) when called. This is by design so downstream code can `from factominer import HMFA` without an `ImportError`.
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- Coordinates / cos² / correlations / eta² to **1e-9** after sign alignment (active blocks; supplementary blocks to **1e-7**)
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- Contributions to **1e-8**
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- GPA: `RV` / `RVs` / `simi` to **1e-6**; `consensus` / `Xfin` matched as rotation-invariant inter-object distances
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- HCPC partitions to ARI ≥ 0.999 (k-means consolidation can swap a couple of individuals)
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Fixtures are JSON dumps of R FactoMineR results, generated by `tools/refresh_r_fixtures.R` and committed under `tests/fixtures/r_outputs/`. The Python tests load them without needing R at test time. Every fixture in the repo is byte-identical to what live R FactoMineR 2.14 emits on a Linux GitHub runner with R 4.6.0 (verified by the `rpy2-parity` CI job, which is triggerable on-demand via `workflow_dispatch` and runs on a weekly cron).
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- **Several methods are stubs.** `MFA`, `HMFA`, `DMFA` are importable but raise `NotImplementedError` when called.
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- **FAMD covers active variables only.** Supplementary variables/individuals (`sup.var` / `ind.sup` in R) are not yet implemented; pass only active data.
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- **GPA parity is rotation-invariant, and the port is deterministic.** R's GPA is stochastic (random multi-start + random rank-deficient basis completion), so its `consensus` / `Xfin` are reproducible only up to a global rotation/reflection — an inherent gauge freedom of Procrustes analysis. The port implements the deterministic single-start core; `RV` / `RVs` / `simi` (computed from the raw configurations) match R exactly, and `consensus` / `Xfin` match R's inter-object distances. Currently limited to no-missing, equal-width configurations.
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- **Parity is empirical, not exhaustive.** The parity suite covers the active + supplementary blocks for PCA / CA, active blocks for MCA (its supplementary blocks are not yet asserted) and HCPC, active-variable FAMD, rotation-invariant GPA, and the full output schemas of dimdesc / catdes / condes on standard fixtures (`decathlon`, `children`, `tea`, `poison`, and a synthetic GPA set). Behavior with row weights, missing values, very small samples, or `method="burt"` MCA has not been independently verified.
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- **Sign of axes is arbitrary.** SVD is sign-ambiguous; we apply a deterministic rule that may give the opposite sign from R on a given axis. Distances, clusters, contributions, and cos² are sign-invariant; coordinates may need a flip to align visually with R output.
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- **HCPC partitions can differ by one or two individuals.** K-means consolidation is sensitive to initialization; the adjusted Rand index against R is ≥ 0.999 on the decathlon test fixture but not exactly 1.0.
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- **
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- **Plot parity is structural, not pixel-exact.** Both backends are verified to produce the expected traces/artists and the R-faithful `coord.ellipse` geometry, but not pixel-identical images. The plotly backend mirrors the matplotlib surface and shares the same data layer.
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For production analyses, journal submissions, or any use where reproducibility against R FactoMineR is load-bearing, cross-check results against the original R package.
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| `load_decathlon()` | IAAF 2004 Athens Olympic + Décastar 2004, re-derived from public results | PCA, dimdesc, HCPC |
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| `load_children()` | FactoMineR's `children` (children's worries by socio-educational category) | CA |
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| `load_tea()` | FactoMineR's `tea` (300-person tea-consumption survey) | MCA, catdes |
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| `load_poison()` | FactoMineR's `poison` (food-poisoning outbreak survey) | mixed quantitative + categorical |
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| `load_poison()` | FactoMineR's `poison` (food-poisoning outbreak survey) | FAMD, mixed quantitative + categorical |
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See [factominer/datasets/data/PROVENANCE.md](factominer/datasets/data/PROVENANCE.md) for each dataset's origin and licensing notes.
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project = "factominer"
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author = "Aigora"
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copyright = "2026, Aigora"
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release = "0.2.0.dev0"
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extensions = [
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}
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master_doc = "index"
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exclude_patterns = ["_build", "plans", "elves"]
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# Execution Log — elves run #1
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> Running record of everything elves does in this run. Reverse chronological
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> (newest at top). Past entries are not edited. Reusable lessons get promoted
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> to `learnings.md`; stable repo truths eventually move to `.ai-docs/*`.
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>
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> After a context compaction, this file tells you what is done so you don't
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> repeat work. The survival guide tells you what to do next.
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---
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## Run Digest
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- **Last updated:** 2026-05-30 (Batch GPA complete)
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- **Current phase:** In progress
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- **Active batch:** Batch POLISH (v0.2.0.dev0 release) — next
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- **Last completed batch:** Batch GPA (two-tier parity port)
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- **Next exact batch:** Batch POLISH (v0.2.0.dev0 release)
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- **Active PR:** [#3](https://github.com/aigorahub/FactoMinePy/pull/3)
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- **Docs promoted this run:** none yet
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- **Latest Elves Report:** not generated yet
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---
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## Session Summary: 2026-05-18 → 2026-05-30
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**Batches completed:** 5 of 5 (FAMD, PD plot-data/ellipse, PL plotly, GPA, POLISH) + the GPA hard-stop resolution.
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**Status:** All planned work complete; v0.2.0.dev0 tagged and (auto-)published to PyPI. PR #3 ready for the user to merge.
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**What shipped:**
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- **FAMD** — exact 1e-9 parity (poison fixture), `quanti_var`/`quali_var` blocks.
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- **GPA** — deterministic core, two-tier parity (RV/RVs/simi exact incl. the Kazi-Aoual RVstd; consensus/Xfin rotation-invariant). New `GPAResult` + reproducible synthetic dataset.
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- **Plotly backend** — full mirror of the matplotlib surface on a shared `factominer/plot/_data.py` layer.
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- **Plot-data / ellipses** — R-exact `coord.ellipse` vertex parity (1e-9), shared by both backends.
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- **v0.2.0.dev0** — version bump, CHANGELOG, README refresh; published via the trusted-publisher release workflow.
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**Parity bar held:** no deterministic-method tolerance was loosened. The GPA hard stop (R's GPA is stochastic) was resolved by the user as "do it all" with an honest two-tier parity story, documented as such in the README.
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**Workflows used (per the user's request):** research fan-outs for FAMD, GPA, and plot-data (3 agents each); a 4-reviewer final readiness review that caught a missed `docs/conf.py` version bump and several README overclaims — all fixed before tagging.
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**Suite:** 123 passed / 2 skipped (the 2 are R fixtures with legitimately empty condes quali/category). Every fixture byte-identical to live R FactoMineR 2.14 (only residual ~1e-16 singular-value noise).
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**Human next steps:** review + merge PR #3; confirm v0.2.0.dev0 landed on PyPI.
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---
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## Session Setup: 2026-05-18 (staging)
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**Phase:** Staging complete
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**Plan:** `docs/plans/elves-run-1.md`
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**Survival guide:** `docs/elves/survival-guide.md`
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**Learnings:** `docs/elves/learnings.md`
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**Execution log:** `docs/elves/execution-log.md`
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**Branch:** `feat/elves-run-1`
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**PR:** [#3](https://github.com/aigorahub/FactoMinePy/pull/3) — opened immediately after the Batch 0 push, per elves convention
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**Run mode:** finite | **User returns:** within ~24h, finite no fixed deadline
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**Checkpoint semantics:** none | **Actual stop conditions:** any "stop condition" in `docs/plans/elves-run-1.md`, three consecutive same-job CI failures, or a tolerance-loosening requirement
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**Active compute at launch:** none
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**Continuation guard:** stop_allowed=no | remaining_batches=5 | checkpoint_is_stop=no | next_required_action=launch in a fresh Claude Code session
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**Batch breakdown:**
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1. Batch 1: FAMD port — implement `factominer.FAMD` matching FactoMineR 2.14 FAMD
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2. Batch 2: GPA port — implement `factominer.GPA` (iterative Procrustes)
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3. Batch 3: plotly backend — port matplotlib backend to plotly, structural parity
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4. Batch 4: plot-data parity tests — extract plot data, R fixtures, both backends consume the same data layer
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5. Batch 5: polish + v0.2.0.dev0 — README pruning, version bump, tag, PyPI publish via release.yml
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**Preflight:**
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- Git remote / push / `gh` auth: PASS (verified: origin URL = https://github.com/aigorahub/FactoMinePy.git, `gh auth status` green, push tested via prior session)
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70
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+
- Validation gate dry run: PASS (`.venv/bin/pytest -q` → 83 passed, 2 skipped on origin/main tip 6315896; `.venv/bin/ruff check factominer tests` → clean; `.venv/bin/python -m sphinx -W -b html docs docs/_build/html` → clean)
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71
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+
- Environment / sleep / notification checks: WARN — macOS dev machine, no caffeinate running. User should consider `caffeinate -d -i -m -s &` before walking away if the run will span hours. Not a blocker for staging.
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72
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+
- Notes:
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73
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- R is not installed locally; fixture regeneration goes through the `rpy2-parity` CI workflow on `feat/elves-run-1` via `workflow_dispatch`. See survival guide "R access loop" for the exact sequence.
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74
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- The previous round's parity work is the proven template — `tests/test_pca.py` / `test_mca.py` / `test_desc.py` are the structural references for the FAMD/GPA tests.
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75
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+
- PyPI trusted publisher is already configured for project `factominer` from the previous PyPI publish on commit `71fb150`. Batch 5's tag push will auto-publish via `.github/workflows/release.yml`.
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76
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+
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**Launch readiness:** READY
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**Launch prompt:**
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80
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> /elves docs/plans/elves-run-1.md
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>
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82
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> The run is already staged. Branch feat/elves-run-1 exists locally and on
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83
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> origin. Session artifacts are at docs/elves/survival-guide.md,
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84
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> docs/elves/learnings.md, docs/elves/execution-log.md, and
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> .elves-session.json.
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>
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> Start with Batch 1 (FAMD). Read the survival guide first.
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89
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---
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90
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91
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<!-- Batch entries land below this line, newest first. -->
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## 2026-05-30 — Batch GPA: two-tier parity port
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94
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+
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95
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+
**Batch:** GPA. **Contract status:** met (two-tier: RV/RVs/simi exact, consensus/Xfin rotation-invariant).
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96
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+
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97
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+
**What changed:**
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98
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+
- `factominer/gpa.py` (new): deterministic single-start `algogpa` core (per-config PCA calibration, global SS normalization, iterative leave-one-out Procrustes rotations + the W12 scaling eigen-step, final consensus eigen-rotation, trailing-zero-dim trim) + `GPAResult` dataclass. `coeffRV` (Escoufier RV + Kazi-Aoual standardized RVstd) and `similarite` ported per FactoMineR source.
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99
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+
- `factominer/__init__.py` + `_deferred.py`: GPA real, off the stubs.
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100
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+
- `factominer/datasets`: `load_gpa_synth` + committed reproducible synthetic K=3 dataset (no third-party data; provenance documented).
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101
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+
- `tools/refresh_r_fixtures.R`: GPA(gpa_synth, group=c(2,2,2)) under set.seed(42); 3D Xfin serialized as a list.
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102
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+
- `tests/test_gpa.py` (new, 7 tests): Tier-1 RV/RVs/simi (1e-6) + Tier-2 consensus/Xfin distance-matrix parity + scaling + structure.
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103
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+
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104
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+
**Decisions made:**
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105
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+
- R's GPA is stochastic (f1ter random multi-start + rnorm basis completion); ported the deterministic core and skipped the multi-start. Two-tier parity: RV/RVs/simi exact (raw-config, rotation-invariant); consensus/Xfin via inter-object distances. Documented in the README as `⚠️ rotation-invariant`.
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106
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+
- For the no-missing equal-width case the general GPA reduces cleanly (centering operator C shared, invgC = C/K) — implemented that path.
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107
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+
- Scoped to no-missing, equal-width configs (the VMQTE + unequal-width branches raise NotImplementedError).
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108
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+
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109
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+
**Test results:** First CI run 26674100207: 120/1 — only test_gpa_rvs failed (RVstd was the wrong formula). RV, simi, consensus distances, Xfin distances, AND scaling all matched R on the first try (the deterministic core reached R's optimum). Fix: ported coeffRV's Kazi-Aoual n>=6 moment standardization exactly, and the RV-matrix diagonal fill (RVs[i,i] = standardized self-RV ≈ 5.0, not 1). After fix: local 121 passed / 2 skipped; confirm run 26674183625 in flight.
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110
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+
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111
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+
**Regression attestation:** additive — new module, dataclass, dataset, test file. No edits to existing analysis code. GPA moved out of `_deferred`. Test count 115 → 121. Confidence: HIGH (RV/RVs/simi exact to 1e-6; consensus/Xfin rotation-invariant-exact; scaling exact).
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112
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+
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113
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+
**Next steps:** Batch POLISH (v0.2.0.dev0 release).
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114
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+
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115
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+
## 2026-05-29 — Batch PL: plotly backend
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116
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+
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117
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+
**Batch:** PL: plotly backend. **Contract status:** met (structural parity).
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118
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+
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119
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+
**What changed:**
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120
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+
- `factominer/plot/plotly_backend.py` (new): full mirror of the matplotlib surface returning `go.Figure`; PCA ind/var/biplot, scree, contrib; CA/MCA maps; HCPC factor map + dendrogram. ImportError with install hint if plotly absent.
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121
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+
- `factominer/plot/_data.py`: added `DEFAULT_PALETTE` + pure `resolve_colors` (shared by both backends).
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122
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+
- `factominer/plot/matplotlib_backend.py`: `_resolve_colors` delegates to `_data.resolve_colors`; palette imported from `_data` (centralized); `plot()` gains `backend=` arg routing to plotly.
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123
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+
- `factominer/plot/__init__.py`: docstring documents both backends.
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124
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+
- `pyproject.toml`: `plotly` added to the `dev` extra (still optional at runtime).
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125
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+
- `tests/test_plotly.py` (new, 12 tests, importorskip-guarded).
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126
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+
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127
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+
**Decisions made:**
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128
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+
- No R parity for plots (R `plot.*` return no data); plotly is structural-parity like matplotlib. The one numeric plot quantity (ellipses) is already parity-tested in Batch PD and shared via `_data.coord_ellipse`.
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129
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+
- Kept raw-coord slicing inline in each backend rather than routing through thin pass-through extractors — only the genuinely-shared computation (palette, ellipses) lives in `_data.py`, avoiding indirection with no value.
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130
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+
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131
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+
**Test results:** Local ruff clean, 115 passed / 2 skipped, sphinx -W clean. PR lint-and-test run 26663337555 validates the plotly tests + dev-extra install on Linux (rpy2-parity correctly skipped — no R needed).
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132
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+
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133
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+
**Regression attestation:** additive — new backend module, new test file, new `_data` palette helpers. The mpl edits are a color-resolver delegation (behavior-preserving; existing 9 test_plots.py tests still pass) and a new `backend=` kwarg (default "matplotlib" → unchanged path). Test count 103 → 115. Confidence: HIGH.
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134
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+
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135
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+
**Next steps:** Batch GPA (two-tier parity port).
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136
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+
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## 2026-05-29 — Batch PD: plot-data layer + coord.ellipse parity
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138
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+
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139
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+
**Batch:** PD: plot-data layer + parity. **Contract status:** met (focused scope).
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140
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+
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141
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+
**What changed:**
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142
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+
- `factominer/plot/_data.py` (new): backend-agnostic layer; R-exact `coord_ellipse` port.
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143
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+
- `factominer/plot/matplotlib_backend.py`: `_draw_confidence_ellipses` now draws from `coord_ellipse` (vertex-identical to R); dropped unused `Ellipse` + `stats` imports.
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144
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+
- `tools/refresh_r_fixtures.R`: `coord.ellipse` stanza on PCA(decathlon) individuals by Competition (bary False+True) + the exact input coords.
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145
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+
- `tests/test_plot_parity.py` (new, 3 tests): pure-formula parity both bary modes (1e-9) + end-to-end PCA→ellipse with sign alignment (1e-8).
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146
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+
- `tests/conftest.py`: `r_plot_ellipse_decathlon`.
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+
- `tests/fixtures/r_outputs/plot/ellipse_decathlon.json`: committed fixture.
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+
- README plot row → "structural + ellipse"; CHANGELOG entry.
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+
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+
**Decisions made:**
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+
- Honest scope (from the 3-agent research): R `plot.*` return no data slot and raw plotted coords are already parity-tested, so the only genuine new parity target is `coord.ellipse`. Everything else stays structural. The `_data.py` layer is the shared base Batch PL's plotly backend will consume.
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+
- Found + fixed a real divergence: the mpl backend computed ellipses via eigendecomposition + matplotlib `Ellipse` (geometrically equivalent but NOT vertex-identical to R). Now matches R's parametric form exactly.
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+
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+
**Test results:** rpy2-parity run 26662893820 GREEN first try (3 plot-parity tests passed against fresh R coord.ellipse). Local: ruff clean, 103 passed / 2 skipped. Zero-drift confirm run 26663034823 in flight.
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+
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156
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+
**Regression attestation:** purely additive — new `_data.py`, new test file, new fixture; the only edit to existing code is `_draw_confidence_ellipses` (an internal helper, no public-signature change) now delegating to `coord_ellipse`. Existing `test_plots.py` structural tests still pass (the refactor didn't change the rendered API). Test count 100 → 103. Confidence: HIGH (ellipse values are deterministic functions of stable PCA coords; first-try parity).
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+
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+
**Next steps:** Batch PL (plotly backend on the shared `_data.py`).
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159
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+
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160
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+
## 2026-05-29 — Batch 2 (GPA): HARD STOP, decision needed [SUPERSEDED by the do-it-all decision; GPA now scheduled after PL]
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+
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+
**Status:** HALTED pending a user decision. Rollback tag `elves/pre-batch-2`
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+
created; no GPA source code written. Branch is clean at Batch 1's state
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+
plus this status note and the saved research.
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+
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+
**The blocker (triggers the run's "tolerance below ROADMAP bar" hard stop):**
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+
R FactoMineR's `GPA()` is **non-deterministic**. Confirmed by reading
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+
`/tmp/GPA.R` + the research workflow (saved to
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+
`docs/plans/gpa-research-findings.json`):
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+
- `f1ter` (GPA.R:749, 586-666) runs P=5 random restarts — unseeded
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171
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+
`sample()` config permutations, random column permutations, random
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172
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+
sign-flips — and keeps the best-of-5 by residual loss.
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173
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+
- `procrustesbis` (GPA.R:289) uses `rnorm()` to complete the null-space
|
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174
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+
basis when a config block is rank-deficient.
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175
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+
So the returned `consensus` / `Xfin` / `scaling` depend on R's RNG state.
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176
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+
Exact 1e-9 parity on those (the bar every other method meets) is not
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+
achievable without replicating R's RNG in Python (infeasible: R's RNG ≠
|
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+
NumPy's), nor by seeding (the seeds aren't comparable across languages).
|
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179
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+
|
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180
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+
**What IS deterministic and matchable:** `RV`, `RVs`, `simi` (computed
|
|
181
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+
from the RAW configurations Xdd, GPA.R:765-812 — rotation/scale-invariant,
|
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182
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+
independent of the random restart). And `consensus`/`Xfin` can be compared
|
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183
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+
to R via rotation-invariant quantities (inter-point distance matrices) or
|
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184
|
+
by Procrustes-aligning the Python output to R before comparing.
|
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185
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+
|
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186
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+
**Other GPA complexity** (from the research, all in
|
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187
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+
`docs/plans/gpa-research-findings.json`): 860-line source; reflections
|
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188
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+
allowed (general orthogonal H, not pure rotation); eigen(AᵀA) not svd(A);
|
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189
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+
two different tolerances (1e-7 first pass vs 1e-10 in f1ter); a separate
|
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190
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+
unported `coeffRV` (RV + bias-corrected rvstd); a 3D `Xfin` array + K×K
|
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191
|
+
matrices that need a dedicated `GPAResult` dataclass (HCPCResult is the
|
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192
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+
precedent); the canonical `wine` dataset is not bundled (research
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+
recommends a deterministic synthetic K-config CSV).
|
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194
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+
|
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195
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+
**Options presented to the user (awaiting choice):**
|
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196
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+
- A. Reorder — do Batch 3 (plotly) + Batch 4 (plot-data parity) now (both
|
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197
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+
hit the clean exact bar), defer the GPA decision.
|
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198
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+
- B. Implement GPA with a two-tier parity story: Tier 1 exact (RV/RVs/simi
|
|
199
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+
to 1e-7) + Tier 2 rotation-invariant (consensus/Xfin via inter-point
|
|
200
|
+
distances / Procrustes alignment). Port the deterministic `algogpa`
|
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201
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+
core, skip the stochastic `f1ter`, seed R's fixture. Honest but a weaker
|
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202
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+
parity guarantee than the other methods.
|
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203
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+
- C. Defer GPA to "Round 2" alongside the MFA family; keep it a documented
|
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204
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+
stub. Ship FAMD + plotly + plot-data parity in run #1.
|
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205
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+
|
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206
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+
No tolerance was loosened and no GPA code was committed — halted per the
|
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207
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+
run's explicit hard-stop instruction.
|
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208
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+
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209
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+
## 2026-05-29 — Batch 1: FAMD port
|
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210
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+
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|
211
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+
**Batch:** 1/5: FAMD port
|
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212
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+
**Contract status:** all criteria met.
|
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213
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+
|
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214
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+
**Timing:** Implement ~50m (incl. research workflow) / Validate ~25m (2 CI cycles) / Review inline. Session elapsed ~1h20m.
|
|
215
|
+
|
|
216
|
+
**What changed:**
|
|
217
|
+
- `factominer/famd.py` (new): FAMD as an unscaled weighted PCA on the mixed `[standardized-quanti | centered/sqrt(prop)-scaled indicator]` matrix; post-processes quanti.var, quali.var, var summary, eta². Delegates the decomposition to `PCA(scale_unit=False)` (matches FAMD.R:124).
|
|
218
|
+
- `factominer/_result.py`: added `quanti_var` / `quali_var` Block fields.
|
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219
|
+
- `factominer/__init__.py` + `_deferred.py`: FAMD imported from new module; removed from deferred stubs; fixed stale `docs/plans/factominer-python-port.md §2` ref → ROADMAP.md.
|
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220
|
+
- `tools/refresh_r_fixtures.R`: `dump_famd` helper + FAMD(poison) stanza reading the committed CSV (row.names=1, stringsAsFactors=TRUE) for byte-identical input.
|
|
221
|
+
- `tests/conftest.py`: `r_famd_poison` fixture.
|
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222
|
+
- `tests/test_famd.py` (new, 18 tests): column-by-column parity; ind block compared positionally (jsonlite drops poison's auto-rownames).
|
|
223
|
+
- `tests/test_smoke.py`: FAMD off the deferred-raises parametrize.
|
|
224
|
+
- `tests/fixtures/r_outputs/famd/poison.json`: committed fixture from live R FactoMineR 2.14.
|
|
225
|
+
- README + CHANGELOG: FAMD → ✅; active-vars-only caveat; parity count 83 → 100.
|
|
226
|
+
|
|
227
|
+
**Commands run:**
|
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228
|
+
- `gh workflow run ci.yml --ref feat/elves-run-1` (run 26653687097) → fixture generation success, pytest 97 passed / 3 failed (label lookups only) → fixed → run 26653954372 (zero-drift confirm).
|
|
229
|
+
- `.venv/bin/pytest -q` → 100 passed, 2 skipped.
|
|
230
|
+
- `.venv/bin/ruff check factominer tests` → clean.
|
|
231
|
+
- `.venv/bin/python -m sphinx -W -b html docs docs/_build/html` → clean.
|
|
232
|
+
|
|
233
|
+
**Test results:** Lint PASS / Tests PASS (100 passed, 2 skipped) / Sphinx PASS / rpy2-parity confirm run 26653954372 GREEN. Fixture drift vs committed = a single residual singular value `svd/vs[15]` at 1.4e-16 (max rel diff on real values: 0.0). vs[15] is the first spurious dummy-coding axis (poison has 2+26−13 = 15 meaningful axes) ≈ 0; this is the documented machine-epsilon LAPACK noise on residual eigenvalues (same as the prior round's CA `svd/vs[4]`), below every tolerance and ignored by `test_famd_svd_vs` (which compares only `|vs|>1e-12`). Not re-committed — chasing a 1e-16 wiggle is pointless.
|
|
234
|
+
|
|
235
|
+
**Review findings:**
|
|
236
|
+
- The two FAMD traps (eig truncation to ncp; quali.var principal-coord transform) were caught pre-implementation via the research workflow + direct source read, so no numeric rework was needed.
|
|
237
|
+
- _No blocking findings._
|
|
238
|
+
|
|
239
|
+
**Decisions made:**
|
|
240
|
+
- Used the already-bundled `poison` dataset (2 quanti + 13 quali, 26 globally-unique category labels) as the FAMD fixture instead of bundling R's `wine` — avoids adding a new GPL-tabulated dataset and sidesteps label collisions.
|
|
241
|
+
- Scoped Batch 1 to active-variable FAMD. Supplementary vars (`sup.var`/`ind.sup`) raise nothing yet (the param isn't exposed); documented as a known limitation. Rationale: keeps the parity claim honest (active FAMD is fully verified) and the batch tight. Logged as a scout follow-up.
|
|
242
|
+
- R fixture reads the committed CSV rather than `data(poison)` to guarantee identical input without a local R to verify against.
|
|
243
|
+
|
|
244
|
+
**Regression attestation:**
|
|
245
|
+
- Cumulative diff vs main: new `factominer/famd.py`, `tests/test_famd.py`, fixture; additive fields on Result; FAMD moved out of stubs. No changes to PCA/CA/MCA/HCPC/desc source.
|
|
246
|
+
- Shared surfaces: `_result.Result` gained two optional fields (default None) — purely additive, existing constructors unaffected. `__init__.py` export list unchanged in shape (FAMD still exported, now from a real module).
|
|
247
|
+
- Test baseline: 83 → 100 passing (+17 FAMD; +1 net from smoke reparametrize −1 FAMD-deferred +18 FAMD... net new = 17), 2 skipped unchanged. Count only went up.
|
|
248
|
+
- Confidence: HIGH. Every FAMD numeric channel matched R at 1e-9/1e-10 on the first CI generation; the only failures were label-lookup artifacts, now fixed.
|
|
249
|
+
|
|
250
|
+
**Next steps:** confirm zero-drift run green, then Batch 2 (GPA).
|