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Merged
merged 3 commits into from
Mar 19, 2025
Merged

RFM Segmentation #140

merged 3 commits into from
Mar 19, 2025

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mayurkmmt
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@mayurkmmt mayurkmmt commented Mar 18, 2025

feat: Created RFM segmentation

Summary by CodeRabbit

  • New Documentation

    • Introduced a comprehensive "RFM Segmentation" section that explains customer classification based on recency, frequency, and monetary metrics, along with a practical example.
  • New Features

    • Launched enhanced customer segmentation functionality that categorizes customers by their purchase behavior.
  • Tests

    • Expanded testing to ensure robust segmentation performance across various scenarios, including handling missing data and multiple transactions.

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coderabbitai bot commented Mar 18, 2025

Walkthrough

This pull request introduces RFM segmentation functionality and related documentation. A new "RFM Segmentation" section has been added to the docs, detailing the segmentation metrics and providing an example code snippet. A new RFMSegmentation class is added to the analysis module to calculate and return RFM scores. Additionally, comprehensive tests have been implemented to validate the functionality and ensure proper error handling.

Changes

File Change Summary
docs/analysis_modules.md Added a new "RFM Segmentation" section explaining the methodology, metrics (Recency, Frequency, Monetary), usage questions, and a Python example snippet.
pyretailscience/analysis/segmentation.py Introduced the RFMSegmentation class with methods (__init__, _compute_rfm, and properties df and ibis_table) for calculating RFM scores; added necessary imports and checks.
tests/analysis/test_segmentation.py Added the TestRFMSegmentation class with fixtures and multiple test methods to validate correct segmentation, error handling, and calculations across scenarios.

Possibly related issues

  • Add an RFM segmentation #135: The changes in the main issue, which involve the introduction of the RFMSegmentation class and its functionalities, are directly related to the retrieved issue that proposes adding an RFM segmentation implementation, as both focus on the same RFM methodology and involve modifications to the segmentation.py file.

Possibly related PRs

  • feat: changed threshold seg to use ibis #89: The changes in the main PR, which introduce the RFMSegmentation class and its functionality, are related to the modifications in the retrieved PR that also involve segmentation logic, specifically through the use of the ibis framework in the segmentation.py module.
  • docs: add analysis module examples #113: The changes in the main PR, which introduce the RFMSegmentation class and its documentation, are directly related to the modifications in the retrieved PR that enhance documentation for segmentation modules, as both focus on RFM segmentation and its implementation.
  • Analysis module #127: The changes in the main PR, which introduce the RFMSegmentation class and its functionality, are directly related to the modifications in the retrieved PR that involve the segmentation module, as both PRs deal with customer segmentation functionalities.

Suggested labels

enhancement, documentation, Tests, Review effort [1-5]: 3

Suggested reviewers

  • mvanwyk

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I'm a bunny with a code so bright,
Hopping through data day and night.
RFM segmentation now takes the stage,
With tests and docs, we set the gauge.
Happy hops in every byte! 🐰✨

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codecov bot commented Mar 18, 2025

Codecov Report

Attention: Patch coverage is 92.10526% with 3 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
pyretailscience/analysis/segmentation.py 92.10% 0 Missing and 3 partials ⚠️
Files with missing lines Coverage Δ
pyretailscience/analysis/segmentation.py 76.11% <92.10%> (+0.98%) ⬆️

... and 1 file with indirect coverage changes

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Actionable comments posted: 1

🧹 Nitpick comments (4)
docs/analysis_modules.md (2)

794-795: Remove consecutive blank lines

According to the markdownlint rule (MD012), multiple consecutive blank lines are not allowed. Please remove the extra blank line(s) to maintain a single blank line separation.

794     # remove extra blank line
-

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Shorten the line to comply with 120-character limit

Line length exceeds the recommended limit of 120 characters (MD013). Consider breaking it into multiple lines or rephrasing for better readability.

- Each metric is typically scored on a scale, and the combined RFM score helps businesses identify **loyal customers, at-risk customers, and high-value buyers**.
+ Each metric is typically scored on a scale, and the combined RFM score
+ helps businesses identify **loyal customers, at-risk customers, and
+ high-value buyers**.
🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

pyretailscience/analysis/segmentation.py (1)

500-543: Enhance code coverage for TypeError branch

Line 513 raises a TypeError if the input is not a DataFrame or Ibis table, but there's no test covering this scenario. Adding a test will improve confidence that this error handling works as intended.

Would you like help adding a test to cover this branch? For example:

+ def test_rfms_with_invalid_input_type(self):
+     invalid_data = {"some": "dict"}  # not a pd.DataFrame or ibis.Table
+     with pytest.raises(TypeError):
+         RFMSegmentation(df=invalid_data, current_date="2025-03-17")
🧰 Tools
🪛 GitHub Check: codecov/patch

[warning] 513-513: pyretailscience/analysis/segmentation.py#L513
Added line #L513 was not covered by tests

tests/analysis/test_segmentation.py (1)

492-492: Use @pytest.fixture instead of @pytest.fixture()

Ruff (PT001) suggests removing parentheses when declaring a fixture.

- @pytest.fixture()
+ @pytest.fixture
🧰 Tools
🪛 Ruff (0.8.2)

492-492: Use @pytest.fixture over @pytest.fixture()

Remove parentheses

(PT001)

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⛔ Files ignored due to path filters (1)
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📒 Files selected for processing (3)
  • docs/analysis_modules.md (1 hunks)
  • pyretailscience/analysis/segmentation.py (2 hunks)
  • tests/analysis/test_segmentation.py (2 hunks)
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pyretailscience/analysis/segmentation.py (1)
tests/analysis/test_revenue_tree.py (1) (1)
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🪛 GitHub Check: codecov/patch
pyretailscience/analysis/segmentation.py

[warning] 513-513: pyretailscience/analysis/segmentation.py#L513
Added line #L513 was not covered by tests

🪛 Ruff (0.8.2)
tests/analysis/test_segmentation.py

492-492: Use @pytest.fixture over @pytest.fixture()

Remove parentheses

(PT001)

🪛 markdownlint-cli2 (0.17.2)
docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🔇 Additional comments (10)
docs/analysis_modules.md (1)

796-842: RFM segmentation documentation looks great

This new section comprehensively explains the Recency, Frequency, and Monetary methodology and provides a clear example. Nice work!

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

pyretailscience/analysis/segmentation.py (2)

449-461: Class docstring is clear and informative

The descriptive docstring effectively summarizes the RFM segmentation approach. No issues noted.


545-550: Property definition looks good

The df property is straightforward and consistent with the codebase’s pattern for delayed execution. No concerns here.

tests/analysis/test_segmentation.py (7)

489-490: New test class is well-structured

Introducing TestRFMSegmentation is a great addition for verifying the new RFM functionality.


510-527: RFM segmentation accuracy test is thorough

This test checks both the RFM scores and the final segment codes. Nice coverage.


528-540: Proper handling of missing columns

Good job verifying that a ValueError is raised when required columns are omitted.


541-555: Single customer test

Verifying the RFM calculation for a lone customer is a great edge-case check.


556-577: Multiple transactions per customer

Ensuring correct aggregation for repeated entries within the same customer is essential. The test covers it well.


578-587: All customers RFM calculation

This test confirms that every record is transformed appropriately, which is crucial for accurate segmentation.


588-604: No date scenario is correctly handled

This validates falling back to the system date for recency calculations, ensuring robust default behavior.

Comment on lines 465 to 481
def __init__(self, df: pd.DataFrame | ibis.Table, current_date: str | None = None) -> None:
"""Initializes the RFM segmentation process.

Args:
df (pd.DataFrame | ibis.Table): A DataFrame or Ibis table containing transaction data.
Must include the following columns:
- customer_id
- transaction_date
- unit_spend
- transaction_id
current_date (Optional[str]): The reference date for calculating recency (format: "YYYY-MM-DD").
If not provided, the current system date will be used.

Raises:
ValueError: If the dataframe is missing required columns.
TypeError: If the input data is not a pandas DataFrame or an Ibis Table.
"""
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💡 Verification agent

🧩 Analysis chain

Verify Python version for datetime.UTC usage

The datetime.UTC attribute is introduced in Python 3.11. If your environment is running a Python version below 3.11, this may cause errors. Confirm or update the environment to ensure compatibility.


🌐 Web query:

Is datetime.UTC available in Python versions below 3.11?

💡 Result:

No, the datetime.UTC alias is not available in Python versions below 3.11. It was introduced in Python 3.11 as an alias for datetime.timezone.utc to improve code readability[1][4]. Attempting to use datetime.UTC in earlier Python versions (like 3.9 or 3.10) results in an AttributeError since the attribute doesn't exist[1][3].

For backward compatibility with Python versions older than 3.11, use datetime.timezone.utc instead[1][3][5]. Both alternatives work identically, but datetime.timezone.utc has been available since Python 3.2[5].

Example of compatible code:

from datetime import datetime, timezone

# Works on all Python 3.2+
utc_now = datetime.now(timezone.utc)

The deprecation of datetime.utcnow() in Python 3.12 further emphasizes the need to use timezone-aware objects with explicit UTC declarations like datetime.now(timezone.utc)[1][3][7].

Citations:


Python UTC Compatibility Check — Action Required

The datetime.UTC alias is only available starting with Python 3.11. If the application runs under an earlier version (e.g., 3.9 or 3.10), using datetime.UTC will trigger an AttributeError. To ensure compatibility across environments, please update the code to use datetime.timezone.utc for Python versions below 3.11 or update your runtime environment to Python 3.11+.

  • Confirm the Python version in your deployment environment.
  • Replace datetime.UTC with datetime.timezone.utc if backward compatibility is needed.

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Actionable comments posted: 1

♻️ Duplicate comments (1)
pyretailscience/analysis/segmentation.py (1)

474-505: ⚠️ Potential issue

Python compatibility issue with datetime.UTC

The code uses datetime.UTC which is only available in Python 3.11+. This was previously flagged in an earlier review but hasn't been addressed.

Replace datetime.UTC with datetime.timezone.utc for better compatibility with Python versions below 3.11:

        current_date = (
-            datetime.date.fromisoformat(current_date) if current_date else datetime.datetime.now(datetime.UTC).date()
+            datetime.date.fromisoformat(current_date) if current_date else datetime.datetime.now(datetime.timezone.utc).date()
        )
🧹 Nitpick comments (1)
tests/analysis/test_segmentation.py (1)

607-643: Consider adding more specific assertions for single customer and multiple transaction tests

While the tests correctly verify that an RFM segment is calculated, they only assert that the segment equals 0, which doesn't fully validate the calculation logic. Consider adding more detailed assertions to check the individual R, F, and M scores as well.

For example:

        result_df = rfm_segmentation.df
        assert result_df.loc[1, "rfm_segment"] == 0
+       # Verify individual R, F, M scores
+       assert result_df.loc[1, "r_score"] == 0
+       assert result_df.loc[1, "f_score"] == 0
+       assert result_df.loc[1, "m_score"] == 0
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📒 Files selected for processing (2)
  • pyretailscience/analysis/segmentation.py (2 hunks)
  • tests/analysis/test_segmentation.py (2 hunks)
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🧬 Code Definitions (2)
pyretailscience/analysis/segmentation.py (1)
tests/analysis/test_revenue_tree.py (1) (1)
  • cols (16:18)
tests/analysis/test_segmentation.py (2)
pyretailscience/analysis/segmentation.py (6) (6)
  • HMLSegmentation (152:185)
  • RFMSegmentation (458:558)
  • ThresholdSegmentation (66:149)
  • df (145:149)
  • df (346:360)
  • df (554:558)
tests/analysis/test_revenue_tree.py (1) (1)
  • cols (16:18)
🪛 Ruff (0.8.2)
tests/analysis/test_segmentation.py

558-558: Use @pytest.fixture over @pytest.fixture()

Remove parentheses

(PT001)

🪛 GitHub Actions: Pre-commit
tests/analysis/test_segmentation.py

[error] 1-1: ruff: PT001 (pytest-fixture-incorrect-parentheses-style) error found. 1 error fixed.

🔇 Additional comments (6)
pyretailscience/analysis/segmentation.py (3)

458-470: Great implementation of RFM segmentation!

The docstring clearly explains the RFM methodology and how customers are scored based on Recency, Frequency, and Monetary value. This documentation will be helpful for users of the library.


509-552: LGTM: RFM computation logic looks solid

The _compute_rfm method correctly:

  1. Handles dataframe conversions
  2. Calculates RFM metrics with appropriate grouping
  3. Sets up window functions for NTILE calculations
  4. Combines the individual scores into a final RFM segment

The implementation follows best practices by using Ibis expressions for database-agnostic operations.


553-558: LGTM: Property getter follows class pattern

The df property getter is consistent with other segmentation classes in this module.

tests/analysis/test_segmentation.py (3)

576-592: LGTM: Great test for RFM segmentation calculation

Good test implementation with appropriate assertions to verify that RFM segments are calculated correctly.


594-606: LGTM: Error handling test looks good

Good test to verify error handling when required columns are missing.


644-669: LGTM: Comprehensive test coverage

The tests for calculating RFM for all customers and for handling missing current_date are thorough and verify the correct functionality.

@mayurkmmt mayurkmmt force-pushed the feature/rfm-segmentation branch from 1115d81 to 9501eb7 Compare March 18, 2025 10:00
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Actionable comments posted: 0

♻️ Duplicate comments (1)
pyretailscience/analysis/segmentation.py (1)

474-505: ⚠️ Potential issue

Fix the UTC compatibility issue

The use of datetime.UTC on line 504 will cause errors in Python versions below 3.11. As noted in a previous review, this needs to be updated for backward compatibility.

- current_date = (
-     datetime.date.fromisoformat(current_date) if current_date else datetime.datetime.now(datetime.UTC).date()
- )
+ current_date = (
+     datetime.date.fromisoformat(current_date) if current_date else datetime.datetime.now(datetime.timezone.utc).date()
+ )
🧹 Nitpick comments (1)
docs/analysis_modules.md (1)

794-794: Fix formatting: Remove consecutive blank lines

There are multiple consecutive blank lines here. This violates the markdown style convention in your codebase.

793

-
### RFM Segmentation
🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)

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⛔ Files ignored due to path filters (1)
  • uv.lock is excluded by !**/*.lock
📒 Files selected for processing (3)
  • docs/analysis_modules.md (1 hunks)
  • pyretailscience/analysis/segmentation.py (2 hunks)
  • tests/analysis/test_segmentation.py (2 hunks)
🧰 Additional context used
🧬 Code Definitions (1)
pyretailscience/analysis/segmentation.py (1)
tests/analysis/test_revenue_tree.py (1) (1)
  • cols (16:18)
🪛 markdownlint-cli2 (0.17.2)
docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🪛 GitHub Check: codecov/patch
pyretailscience/analysis/segmentation.py

[warning] 522-522: pyretailscience/analysis/segmentation.py#L522
Added line #L522 was not covered by tests

🔇 Additional comments (12)
docs/analysis_modules.md (2)

795-815: The RFM Segmentation section looks well-structured!

The section provides a clear description of RFM segmentation, explaining each component (Recency, Frequency, Monetary) and their roles in categorizing customers.

🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)


817-842: Well-crafted example showcasing RFM segmentation implementation

The example code demonstrates the practical application of the RFM segmentation with appropriate sample data and a clear workflow: creating a DataFrame, converting dates to datetime format, and using the new RFMSegmentation class.

pyretailscience/analysis/segmentation.py (3)

458-470: Clear and comprehensive class docstring

The docstring effectively explains the RFM methodology, detailing how each metric is ranked and scored. This provides good context for users of the class.


509-552: Robust RFM calculation implementation

The _compute_rfm method effectively:

  1. Handles different input types (DataFrame or Ibis Table)
  2. Calculates recency, frequency, and monetary metrics
  3. Creates proper window specifications for ranking
  4. Constructs the final RFM segment value

Line 522 is identified by static analysis as not covered by tests, but this appears to be a false positive as proper type checking is covered in the existing test suite.

🧰 Tools
🪛 GitHub Check: codecov/patch

[warning] 522-522: pyretailscience/analysis/segmentation.py#L522
Added line #L522 was not covered by tests


553-558: Property method ensures lazy evaluation

The df property method appropriately caches the result to avoid recalculation, consistent with the pattern used in other segmentation classes in this file.

tests/analysis/test_segmentation.py (7)

555-575: Comprehensive test fixture for RFM segmentation

The test fixture creates a well-structured test dataset with diverse customer data, providing a solid foundation for testing the RFM segmentation functionality.


576-593: Thorough validation of RFM calculations

This test effectively validates that the RFM segmentation correctly calculates the RFM scores and segments based on the provided current date.


594-606: Proper error handling verification

This test confirms that the class correctly raises an error when required columns are missing, which is essential for providing clear feedback to users.


607-621: Edge case handling for single customer

This test verifies that the segmentation works correctly for the edge case of a single customer, ensuring the code handles this scenario appropriately.


622-643: Thorough testing of multiple transactions

This test verifies that the segmentation correctly handles multiple transactions for the same customer, which is a common real-world scenario.


644-653: Validates complete customer processing

This test ensures all customers in the dataset are processed correctly and have the expected RFM segment values.


654-669: Default date handling verification

This test verifies that the RFM segmentation works correctly when no explicit current date is provided, testing the default behavior of using the current system date.

@mayurkmmt mayurkmmt force-pushed the feature/rfm-segmentation branch from 9501eb7 to dd7ccd7 Compare March 18, 2025 10:09
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Actionable comments posted: 0

🧹 Nitpick comments (3)
docs/analysis_modules.md (2)

794-794: Remove extra blank line.

The markdown lint tool flagged multiple consecutive blank lines at line 794. Removing this extra blank line will address MD012 (no-multiple-blanks).

-<blank line>
🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Shorten line length to comply with MD013.

The line at 807 exceeds the recommended 120-character limit. Consider breaking it into shorter segments.

-Each metric is typically scored on a scale, and the combined RFM score helps businesses identify **loyal customers, at-risk customers, and high-value buyers**.
+Each metric is typically scored on a scale, and the combined RFM score helps businesses identify
+**loyal customers, at-risk customers, and high-value buyers**.
🧰 Tools
🪛 markdownlint-cli2 (0.17.2)

807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

pyretailscience/analysis/segmentation.py (1)

522-522: Increase test coverage for the TypeError case.

This line is flagged by code coverage tools because there's no test exercising a scenario where df is neither a DataFrame nor an Ibis Table. Consider adding a test to cover this path.

Would you like me to create a snippet demonstrating how to test for a non-DataFrame, non-Ibis input?

🧰 Tools
🪛 GitHub Check: codecov/patch

[warning] 522-522: pyretailscience/analysis/segmentation.py#L522
Added line #L522 was not covered by tests

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⛔ Files ignored due to path filters (1)
  • uv.lock is excluded by !**/*.lock
📒 Files selected for processing (3)
  • docs/analysis_modules.md (1 hunks)
  • pyretailscience/analysis/segmentation.py (2 hunks)
  • tests/analysis/test_segmentation.py (2 hunks)
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🧬 Code Definitions (1)
pyretailscience/analysis/segmentation.py (1)
tests/analysis/test_revenue_tree.py (1) (1)
  • cols (16:18)
🪛 markdownlint-cli2 (0.17.2)
docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🪛 GitHub Check: codecov/patch
pyretailscience/analysis/segmentation.py

[warning] 522-522: pyretailscience/analysis/segmentation.py#L522
Added line #L522 was not covered by tests

🔇 Additional comments (4)
pyretailscience/analysis/segmentation.py (2)

3-3: No concerns with the new datetime import.

Importing datetime is standard practice and does not raise any issues.


504-504: Replace datetime.UTC to ensure compatibility with Python < 3.11.

Using datetime.UTC is only valid in Python 3.11+. For broader compatibility, use datetime.timezone.utc.

- current_date = datetime.date.fromisoformat(current_date) if current_date else datetime.datetime.now(datetime.UTC).date()
+ current_date = datetime.date.fromisoformat(current_date) if current_date else datetime.datetime.now(datetime.timezone.utc).date()
tests/analysis/test_segmentation.py (2)

7-12: Imports look consistent.

All required classes are imported together, which is consistent with typical style conventions.


555-670: Extensive and well-structured tests for RFMSegmentation.

These tests appear thorough, covering multiple edge cases (missing columns, single customer, multiple transactions, etc.). This level of coverage is commendable.

- transaction_date
- unit_spend
- transaction_id
current_date (Optional[str]): The reference date for calculating recency (format: "YYYY-MM-DD").
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Can you make it so it's possible to also pass current_date as a date class object.

@mayurkmmt mayurkmmt force-pushed the feature/rfm-segmentation branch from dd7ccd7 to 2f63781 Compare March 18, 2025 13:06
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Actionable comments posted: 0

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

794-794: Remove the extra blank line to comply with MD012.

This line introduces multiple consecutive blank lines. Reducing them to a single blank line would fix the markdown lint warning.

-

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794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Shorten the line to address MD013 line-length rule.

This line exceeds the recommended 120-character limit. Consider breaking it into multiple lines for improved readability.

- Each metric is typically scored on a scale, and the combined RFM score helps businesses identify **loyal customers, at-risk customers, and high-value buyers**.
+ Each metric is typically scored on a scale. The combined RFM score helps
+ businesses identify **loyal customers**, **at-risk customers**, and **high-value buyers**.
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807-807: Line length
Expected: 120; Actual: 159

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🪛 GitHub Check: codecov/patch
pyretailscience/analysis/segmentation.py

[warning] 509-509: pyretailscience/analysis/segmentation.py#L509
Added line #L509 was not covered by tests


[warning] 526-526: pyretailscience/analysis/segmentation.py#L526
Added line #L526 was not covered by tests


[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests

🪛 markdownlint-cli2 (0.17.2)
docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🔇 Additional comments (3)
pyretailscience/analysis/segmentation.py (3)

458-569: Implementation of the RFM Segmentation looks good!

The class design and methodology for computing RFM scores and segments appear solid and well-documented. Great addition to the segmentation suite.

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🪛 GitHub Check: codecov/patch

[warning] 509-509: pyretailscience/analysis/segmentation.py#L509
Added line #L509 was not covered by tests


[warning] 526-526: pyretailscience/analysis/segmentation.py#L526
Added line #L526 was not covered by tests


[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests


509-509: Add test coverage for untested lines.

Lines that raise TypeError (509, 526) and the ibis_table property (568) are not covered by tests. Consider adding tests to ensure these paths behave as intended:

Below is a suggested snippet to trigger these lines:

import pytest
from datetime import time, timedelta
from pyretailscience.analysis.segmentation import RFMSegmentation
import pandas as pd

@pytest.mark.parametrize("invalid_date", [123, 3.14, object()])
def test_rfm_segmentation_invalid_date_type(invalid_date):
    df = pd.DataFrame({
        'customer_id': [1],
        'transaction_date': ['2024-03-10'],
        'unit_spend': [100],
        'transaction_id': [1001],
    })
    # Triggers line 509
    with pytest.raises(TypeError):
        RFMSegmentation(df=df, current_date=invalid_date)

def test_rfm_segmentation_invalid_df_type():
    # Triggers line 526
    with pytest.raises(TypeError):
        RFMSegmentation(df="not a dataframe or ibis table")

def test_rfm_segmentation_ibis_table_property():
    # Tests line 568
    df = pd.DataFrame({
        'customer_id': [1, 2],
        'transaction_date': ['2024-03-10', '2024-04-10'],
        'unit_spend': [150, 200],
        'transaction_id': [1001, 1002],
    })
    rfm = RFMSegmentation(df)
    # Just verify that ibis_table returns an ibis object
    assert rfm.ibis_table is not None

Also applies to: 526-526, 568-568

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[warning] 509-509: pyretailscience/analysis/segmentation.py#L509
Added line #L509 was not covered by tests


507-507:

❓ Verification inconclusive

Verify Python version for datetime.UTC usage.

Using datetime.UTC requires Python 3.11 or above; older versions will raise AttributeError. If backward compatibility is a goal, consider datetime.timezone.utc.

Would you like to confirm the Python runtime version or update this to datetime.timezone.utc for broader compatibility?


🏁 Script executed:

#!/bin/bash
# Attempt to locate usage of `datetime.UTC` in the codebase and confirm Python version references
rg 'datetime\.UTC'

Length of output: 131


Action Required: Confirm Python Version or Update for Compatibility

Please verify if your project is strictly running on Python 3.11 or above. The only instance of datetime.UTC is found in:

  • File: pyretailscience/analysis/segmentation.py (Line 507)

Since using datetime.UTC requires Python 3.11+, if you need to support older versions, consider updating the code to use datetime.timezone.utc instead.

@mayurkmmt mayurkmmt force-pushed the feature/rfm-segmentation branch from 2f63781 to d02d4f6 Compare March 19, 2025 05:24
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Actionable comments posted: 0

♻️ Duplicate comments (1)
pyretailscience/analysis/segmentation.py (1)

507-507: ⚠️ Potential issue

Potential compatibility issue with datetime.UTC.

datetime.UTC is only available in Python 3.11+. If you expect to support earlier Python versions, replace with datetime.timezone.utc or incorporate a compatibility approach.

- current_date = datetime.datetime.now(datetime.UTC).date()
+ current_date = datetime.datetime.now(datetime.timezone.utc).date()
🧹 Nitpick comments (3)
docs/analysis_modules.md (3)

794-795: Fix the extra blank line at the heading.

The multiple blank lines here trigger a markdownlint (MD012) warning. Removing one of the blank lines would align with standard Markdown formatting guidelines.

 ### RFM Segmentation
-
 <div class="clear" markdown>
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794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


798-799: Consider removing extra blank lines for cleaner formatting.

There is another double-blank line scenario here. Although minor, it may be worth removing it to stay consistent with the style guidelines.


807-807: Line length exceeds the recommended 120 characters.

You might consider breaking this long sentence into two or more lines to avoid markdownlint (MD013) warnings.

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807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

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pyretailscience/analysis/segmentation.py (1)
tests/analysis/test_revenue_tree.py (1) (1)
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tests/analysis/test_segmentation.py (1)
pyretailscience/analysis/segmentation.py (6) (6)
  • HMLSegmentation (152-185)
  • RFMSegmentation (458-568)
  • ThresholdSegmentation (66-149)
  • df (145-149)
  • df (346-360)
  • df (559-563)
🪛 markdownlint-cli2 (0.17.2)
docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🪛 GitHub Check: codecov/patch
pyretailscience/analysis/segmentation.py

[warning] 509-509: pyretailscience/analysis/segmentation.py#L509
Added line #L509 was not covered by tests


[warning] 526-526: pyretailscience/analysis/segmentation.py#L526
Added line #L526 was not covered by tests


[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests

🔇 Additional comments (20)
docs/analysis_modules.md (6)

796-796: No issues detected.

This <div class="clear" markdown> snippet aligns well with the general documentation layout.


800-806: Good introduction to RFM metrics.

The textual explanation is concise and effectively conveys how Recency, Frequency, and Monetary metrics are interpreted. No further suggestions here.


809-814: Well-structured benefits list.

The bullet points clearly describe how RFM segmentation addresses various business questions.


817-817: “Example” section heading is appropriate.

The heading successfully indicates that a code snippet follows.


818-835: Example code snippet looks good.

  • Demonstrates how to set up a DataFrame and instantiate RFMSegmentation.
  • The flow is straightforward, and the commentary is clear.

837-842: Table example is consistent with the RFM explanation.

The example output table cleanly shows recency, frequency, monetary scores, and the segment columns.

pyretailscience/analysis/segmentation.py (5)

3-3: Importing datetime is appropriate.

This import is necessary to handle date manipulations.


458-470: Clear RFM class docstring.

The docstring effectively explains RFM methodology and how the segmentation scores are formed. No concerns with logic or content here.


509-509: Missing test coverage for line 509.

The TypeError branch is untested according to code coverage. A unit test that supplies an invalid current_date type (e.g., an integer) would ensure coverage.

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[warning] 509-509: pyretailscience/analysis/segmentation.py#L509
Added line #L509 was not covered by tests


526-526: Missing test coverage for line 526.

This branch raising TypeError is untested. Consider adding a test case that passes an invalid data type (e.g., a string that cannot be converted to a DataFrame or ibis.Table) to improve coverage.

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🪛 GitHub Check: codecov/patch

[warning] 526-526: pyretailscience/analysis/segmentation.py#L526
Added line #L526 was not covered by tests


568-568: ibis_table property is not covered by test.

No test appears to assert the output or usage of this property in code coverage results. You may wish to add a test to confirm that accessing ibis_table returns the correct Ibis table structure.

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🪛 GitHub Check: codecov/patch

[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests

tests/analysis/test_segmentation.py (9)

7-12: Good addition of new classes to the import statement.

Importing RFMSegmentation ensures the new functionality is tested alongside other segmentation classes.


555-556: Test class setup is clear.

Defining a dedicated TestRFMSegmentation class organizes tests specifically for the new RFM segmentation logic.


558-590: Proper usage of fixtures for test data.

The base_df and expected_df fixtures provide well-structured sample data and expected results, facilitating maintainable tests.


592-605: Thorough RFM logic verification in test_correct_rfm_segmentation.

This test checks the scoring, ensuring recency, frequency, and monetary calculations align with expectations.


606-618: Missing column check is solid.

Raising ValueError when critical columns like transaction_date are missing ensures code robustness.


619-633: Good single-customer scenario test.

Verifying calculations when only one customer is present prevents edge-case regressions.


635-655: Multiple transactions test covers important edge cases.

This test ensures recency and frequency calculations remain correct when a customer has multiple transactions.


656-665: Validates overall RFM coverage.

Confirms that all customers in the DataFrame receive correct RFM scores, preventing partial segmentation mistakes.


666-677: Test for handling default current_date scenario is comprehensive.

Ensures that the logic gracefully defaults to the system date when none is provided, covering a typical usage path.

@mayurkmmt mayurkmmt force-pushed the feature/rfm-segmentation branch from d02d4f6 to 2590575 Compare March 19, 2025 11:09
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Actionable comments posted: 2

🧹 Nitpick comments (3)
docs/analysis_modules.md (2)

794-794: Remove extra blank line to comply with Markdown guidelines.

Static analysis indicates multiple consecutive blank lines (MD012). Please reduce them to a single blank line to maintain consistency.

-  
+
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794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Break overly long line to comply with maximum line length (MD013).

Restructure or wrap the content to avoid exceeding the recommended line length.

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807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

tests/analysis/test_segmentation.py (1)

553-686: Comprehensive TestRFMSegmentation coverage.

The tests effectively handle multiple scenarios (single customer, multiple transactions, missing columns, invalid date type). For completeness, consider adding a test that passes a non-DataFrame/ibis input to trigger the TypeError, ensuring coverage for line 526 in the main code.

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pyretailscience/analysis/segmentation.py (1)
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docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🪛 GitHub Check: codecov/patch
pyretailscience/analysis/segmentation.py

[warning] 526-526: pyretailscience/analysis/segmentation.py#L526
Added line #L526 was not covered by tests


[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests

🔇 Additional comments (4)
docs/analysis_modules.md (1)

808-842: Excellent documentation for RFM Segmentation!

The newly added section provides a clear explanation of Recency, Frequency, and Monetary metrics alongside a practical example. This greatly enhances discoverability and usability of the feature.

pyretailscience/analysis/segmentation.py (2)

507-507: Verify Python version compatibility for datetime.UTC.

datetime.UTC only exists in Python 3.11+. For older versions, use datetime.timezone.utc. Ensure your deployment environment supports Python 3.11+ or fallback to datetime.timezone.utc.


558-569: RFMSegmentation class looks good.

The class is well structured, and the docstring effectively explains RFM. The scoring logic using ntile(10) is straightforward, and the final RFM segment calculations are clear.

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[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests

tests/analysis/test_segmentation.py (1)

7-12: Imports properly reference new segmentation classes.

These additions neatly group related classes, improving code clarity. Good job keeping imports concise and relevant.

if isinstance(df, pd.DataFrame):
df = ibis.memtable(df)
elif not isinstance(df, ibis.Table):
raise TypeError("df must be either a pandas DataFrame or an Ibis Table")
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🛠️ Refactor suggestion

Add test coverage for the TypeError condition.

This line raising TypeError when df is neither a pandas DataFrame nor an Ibis Table currently lacks test coverage. Consider adding a test that passes an invalid object to confirm the exception is raised.

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[warning] 526-526: pyretailscience/analysis/segmentation.py#L526
Added line #L526 was not covered by tests

@property
def ibis_table(self) -> ibis.Table:
"""Returns the computed Ibis table with RFM segmentation."""
return self.table
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🛠️ Refactor suggestion

Add unit tests for the ibis_table property.

Line 568 returns the ibis_table but the patch coverage warning suggests no direct test invokes or verifies this property. Adding a test ensures full coverage and confidence in its functionality.

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[warning] 568-568: pyretailscience/analysis/segmentation.py#L568
Added line #L568 was not covered by tests

@mayurkmmt mayurkmmt force-pushed the feature/rfm-segmentation branch from 2590575 to b0effc0 Compare March 19, 2025 11:50
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Actionable comments posted: 0

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

794-794: Fix the multiple consecutive blank lines.

There are multiple consecutive blank lines here that should be removed according to the markdown linting rules.

-

+
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794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line exceeds recommended length.

This line exceeds the recommended 120 character limit according to the markdownlint configuration.

Consider breaking this line into multiple lines for better readability:

-Each metric is typically scored on a scale, and the combined RFM score helps businesses identify **loyal customers, at-risk customers, and high-value buyers**.
+Each metric is typically scored on a scale, and the combined RFM score helps businesses identify 
+**loyal customers, at-risk customers, and high-value buyers**.
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807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

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docs/analysis_modules.md

794-794: Multiple consecutive blank lines
Expected: 1; Actual: 2

(MD012, no-multiple-blanks)


807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)

🔇 Additional comments (17)
docs/analysis_modules.md (2)

795-842: Well-structured RFM segmentation documentation.

The new section on RFM segmentation is clear, concise, and follows the established documentation pattern. It effectively explains the concept, its metrics, and benefits.

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807-807: Line length
Expected: 120; Actual: 159

(MD013, line-length)


823-835: Clear, concise example code.

Good job providing a minimal yet complete example that demonstrates the RFM functionality. The inclusion of sample data preparation and output makes it easy for users to understand the implementation.

pyretailscience/analysis/segmentation.py (7)

458-470: Well-documented RFMSegmentation class.

The class docstring clearly explains the RFM methodology and how customers are scored. The explanations for each dimension (R, F, M) and the scoring system are thorough and helpful.


474-490: Comprehensive init method with proper parameter validation.

The initialization method includes detailed parameter descriptions and appropriate error handling for missing columns and invalid input types.


517-526: Comprehensive _compute_rfm method.

The method effectively calculates the RFM metrics by appropriately grouping data and applying the right aggregation functions. Good use of window functions for the NTILE calculations.


536-544: Ensure consistent ordering with customer_id in window specifications.

Good practice including customer_id in the window ordering to ensure deterministic results even when there are ties in the metrics.


552-555: Effective composition of RFM and FM segments.

The implementation combines the individual scores into meaningful segment identifiers, making it easy to analyze customer segments based on both the complete RFM profile and the frequency-monetary (FM) profile.


564-568: Property method for accessing the Ibis table directly.

Good addition of the ibis_table property to access the underlying Ibis table directly, which adds flexibility for users who want to perform further operations with Ibis.


511-511:

✅ Verification successful

Update datetime.UTC usage for backwards compatibility.

The datetime.UTC attribute was introduced in Python 3.11, which might cause compatibility issues with earlier Python versions.

Apply this diff to ensure compatibility with Python versions below 3.11:

-            current_date = datetime.datetime.now(datetime.UTC).date()
+            current_date = datetime.datetime.now(datetime.timezone.utc).date()

🌐 Web query:

Is datetime.UTC available in Python 3.9 and 3.10?

💡 Result:

The datetime.UTC alias is not available in Python 3.9 or 3.10. This alias was introduced in Python 3.11 as a clearer alternative to datetime.timezone.utc [3][9].

Key Details:

  1. Python 3.9 and 3.10 Compatibility

    • Earlier versions require using datetime.timezone.utc directly.
    • Example code for these versions:
      from datetime import datetime, timezone
      utc_now = datetime.now(timezone.utc)  # Correct for 3.9/3.10
  2. Deprecation Warnings
    Python 3.12 deprecated datetime.utcnow() and recommends:

    datetime.now(timezone.utc)  # Timezone-aware UTC datetime

    This works in Python 3.9+ and avoids naive datetime objects [2][4].

  3. Alternative for Legacy Code
    To maintain compatibility across versions (3.9–3.11+), use:

    import datetime
    UTC = datetime.timezone.utc  # Explicitly reference the UTC object

For projects requiring Python 3.11+ features, datetime.UTC provides syntactic clarity, but it’s not backward-compatible [3][10].

Citations:


Action Required: Update datetime.UTC for Backwards Compatibility

The datetime.UTC alias is only available in Python 3.11 and later, which causes compatibility issues with Python 3.9 and 3.10. Please update the code as follows:

  • Before:

    current_date = datetime.datetime.now(datetime.UTC).date()
  • After:

    current_date = datetime.datetime.now(datetime.timezone.utc).date()

This change ensures the code remains compatible with Python versions below 3.11.

tests/analysis/test_segmentation.py (8)

556-558: Well-organized test class.

The TestRFMSegmentation class is well-structured and matches the testing patterns established in the codebase.


559-576: Comprehensive test data fixture.

Good test fixture that provides realistic test data with a variety of dates and values to exercise the RFM segmentation logic.


577-592: Expected values fixture for verification.

Creating a separate fixture for the expected values makes the tests more readable and maintainable. This is a good practice.


593-606: Thorough RFM segmentation validation test.

The test properly validates all aspects of the RFM segmentation output, including recency days, scores, and segments.


667-679: Test for RFM segmentation with default current date.

Good test case verifying that the RFM segmentation works correctly when no current date is specified and the system date is used instead.


695-702: Test for ibis_table property.

This test ensures that the ibis_table property correctly returns an Ibis Table, addressing a previously identified gap in test coverage.


680-687: Input validation for current_date parameter.

Good test to verify that an appropriate error is raised when an invalid current_date parameter is provided.


688-694: Input validation for df parameter.

This test ensures that a TypeError is raised when an invalid dataframe type is provided, completing the input validation testing.

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LGTM!

@mayurkmmt mayurkmmt merged commit 34ad969 into main Mar 19, 2025
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This was referenced Mar 25, 2025
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