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Merged
merged 2 commits into from
Feb 25, 2025

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mvanwyk
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@mvanwyk mvanwyk commented Feb 25, 2025

PR Type

Documentation


Description

  • Added detailed explanation of HML segmentation.

  • Included an illustrative example with Python code.

  • Replaced placeholder text and image with relevant content.

  • Enhanced documentation with a new visualization example.


Changes walkthrough 📝

Relevant files
Documentation
analysis_modules.md
Added HML segmentation details and example                             

docs/analysis_modules.md

  • Replaced placeholder text with HML segmentation description.
  • Added Python example for HML segmentation usage.
  • Updated image to reflect HML segmentation visualization.
  • Included details on handling zero-spend customers.
  • +42/-3   

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  • Summary by CodeRabbit

    • Documentation
      • Expanded the content on customer segmentation, providing an in-depth explanation of the Heavy, Medium, Light methodology.
      • Replaced the placeholder image with a specific distribution visual and added clarifications on handling zero spend customers.
    • New Features
      • Enhanced the example code to demonstrate sample transaction data generation and approach visualization using bar plots.
      • Introduced a new method for HML segmentation analysis.

    @mvanwyk mvanwyk requested review from mayurkmmt and Copilot February 25, 2025 13:40
    @mvanwyk mvanwyk self-assigned this Feb 25, 2025
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    coderabbitai bot commented Feb 25, 2025

    Walkthrough

    This update enhances the documentation and code for HML segmentation. The documentation now includes a detailed explanation of the Heavy, Medium, Light segmentation methodology, a specific image replacement, and expanded example code. The sample code demonstrates data generation, applying the segmentation method, and visualizing results with a bar plot. Additionally, a new method HMLSegmentation(df, zero_value_customers) has been introduced in the segmentation module.

    Changes

    File(s) Summary of Changes
    docs/analysis_modules.md Expanded documentation with detailed explanation of HML segmentation, replaced the placeholder image with "HML Segmentation Distribution", and added example code for data generation and plotting.
    pyretailscience/segmentation Added new method HMLSegmentation(df, zero_value_customers) for processing segmentation, with options for handling customers with zero spend; updated relevant import statements in docs.

    Sequence Diagram(s)

    sequenceDiagram
        participant User
        participant Code
        participant HMLSegmentation
        participant Visualizer
        
        User->>Code: Execute sample code
        Code->>HMLSegmentation: Process transaction data
        HMLSegmentation-->>Code: Return segmentation results
        Code->>Visualizer: Generate bar plot
        Visualizer-->>User: Display visualization
    
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    Possibly related PRs

    • feat: updated docs and README.md #61: The changes in the main PR, specifically the addition of the HMLSegmentation method in the pyretailscience.segmentation module, are related to the updates made in the retrieved PR, which includes the introduction of a new segmentation.md file that likely documents the segmentation methodology, including HML segmentation.

    Suggested labels

    documentation, enhancement, Review effort [1-5]: 2

    Poem

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    Carrots of logic and data leave me jumping with delight.
    HML segmentation sorts spenders by their might,
    From heavy to light, all numbers set just right.
    With diagrams and plots, my heart feels light,
    Celebrating changes with a joyful, bunny bite!


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    PR Reviewer Guide 🔍

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    ⏱️ Estimated effort to review: 1 🔵⚪⚪⚪⚪
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    qodo-merge-pro bot commented Feb 25, 2025

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    PR Code Suggestions ✨

    Explore these optional code suggestions:

    CategorySuggestion                                                                                                                                    Impact
    Possible issue
    Add validation for empty data

    Add error handling for empty dataframes or when all customers have zero spend to
    prevent potential runtime errors

    docs/analysis_modules.md [499-500]

    -# Create HML segmentation
    -seg = HMLSegmentation(df, zero_value_customers="include_with_light")
    +# Create HML segmentation and handle edge cases
    +if not df.empty and df['unit_spend'].sum() > 0:
    +    seg = HMLSegmentation(df, zero_value_customers="include_with_light")
    +else:
    +    raise ValueError("Input data must contain non-zero spend values")
    • Apply this suggestion
    Suggestion importance[1-10]: 3

    __

    Why: While error handling is good practice, this is just example code in documentation. Adding complex error handling might make the example less clear and harder to understand for users learning the API.

    Low
    Validate spend value constraints

    Add input validation for negative spend values which could skew the segmentation
    results

    docs/analysis_modules.md [492-497]

     df = pd.DataFrame(
         {
             "customer_id": np.repeat(range(1, 51), 3),  # 50 customers with 3 transactions each
             "unit_spend": rng.pareto(a=1.5, size=150) * 20,  # Pareto distribution to mimic real spending
         },
     )
    +# Validate no negative spend values
    +if (df['unit_spend'] < 0).any():
    +    raise ValueError("Negative spend values are not allowed")
    • Apply this suggestion
    Suggestion importance[1-10]: 2

    __

    Why: The suggestion is technically valid but unnecessary in this context since the example explicitly uses a Pareto distribution which generates only positive values. Adding validation would make the example more complex without adding value.

    Low
    • Update

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    Copilot reviewed 2 out of 2 changed files in this pull request and generated 1 comment.

    Comments suppressed due to low confidence (1)

    docs/analysis_modules.md:491

    • [nitpick] The variable name 'rng' is ambiguous. It should be renamed to 'random_generator'.
    rng = np.random.default_rng(42)
    

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    codecov bot commented Feb 25, 2025

    Codecov Report

    All modified and coverable lines are covered by tests ✅

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    Actionable comments posted: 0

    🧹 Nitpick comments (2)
    docs/analysis_modules.md (2)

    464-478: Typo Correction and Terminology Consistency
    The image’s alt text reads “HML Segementation Distribution,” which appears to contain a typo. Please correct “Segementation” to “Segmentation” to ensure consistency with the rest of the document.


    484-513: Enhance Clarity in the HML Segmentation Example Code
    The example clearly demonstrates generating sample transaction data, applying HMLSegmentation, and visualizing the result. For added clarity, consider adding an inline comment that explains the purpose of the zero_value_customers="include_with_light" parameter. Also, please verify that seg.df includes a column named segment_name (or the intended column) since it is used in the grouping operation for the bar plot.

    📜 Review details

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    Review profile: CHILL
    Plan: Pro

    📥 Commits

    Reviewing files that changed from the base of the PR and between 9b5a92f and 1ae89fb.

    ⛔ Files ignored due to path filters (1)
    • docs/assets/images/analysis_modules/hml_segmentation.svg is excluded by !**/*.svg
    📒 Files selected for processing (1)
    • docs/analysis_modules.md (1 hunks)

    Typo fix
    
    Co-authored-by: Copilot <[email protected]>
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    Actionable comments posted: 0

    🧹 Nitpick comments (2)
    docs/analysis_modules.md (2)

    464-475: Clarify HML Segmentation Explanation and Enhance Accessibility.
    The new HML segmentation section provides a clear explanation of the thresholds (20% heavy, 30% medium, 50% light) and explains the handling of zero-spend customers. For additional clarity, consider briefly mentioning why these particular percentages are chosen or linking to supporting documentation. Also, verify that the image tag provides suitable alternative text for accessibility requirements.


    483-511: Review the HML Segmentation Code Example.
    The Python example effectively demonstrates how to generate sample transaction data, apply HML segmentation, and visualize the results. Two suggestions:

    • Data Input Format: The call to bar.plot passes a grouped Series (via seg.df.groupby("segment_name")["unit_spend"].sum()) along with value_col="unit_spend". To ensure compatibility with the plotting function (as seen in earlier examples that pass a DataFrame), consider converting the Series to a DataFrame using .reset_index(). For example:
      -    seg.df.groupby("segment_name")["unit_spend"].sum(),
      +    seg.df.groupby("segment_name")["unit_spend"].sum().reset_index(),
      You would then likely need to specify the appropriate x_col (e.g., "segment_name") in the arguments, if required by the API.
    • Comment Improvement: It might help to add a brief comment clarifying that the segmentation thresholds (20/30/50) are derived from typical Pareto distribution observations.
    📜 Review details

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    Reviewing files that changed from the base of the PR and between 1ae89fb and 80fb3ea.

    📒 Files selected for processing (1)
    • docs/analysis_modules.md (1 hunks)

    @mvanwyk mvanwyk merged commit becf774 into main Feb 25, 2025
    3 checks passed
    @mvanwyk mvanwyk deleted the add_hml_module_docs branch February 25, 2025 15:04
    @coderabbitai coderabbitai bot mentioned this pull request Mar 26, 2025
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