Change how checking for missing values works.
[pspp] / src / language / stats / quick-cluster.c
index 42a463970484e17123ddb6fb8a74c190ff3bb51b..9dd07f591b33bdef5635ec62e408d809c98a12db 100644 (file)
@@ -1,5 +1,5 @@
 /* PSPP - a program for statistical analysis.
-   Copyright (C) 2011, 2012, 2015 Free Software Foundation, Inc.
+   Copyright (C) 2011, 2012, 2015, 2019 Free Software Foundation, Inc.
 
    This program is free software: you can redistribute it and/or modify
    it under the terms of the GNU General Public License as published by
@@ -40,7 +40,7 @@
 #include "libpspp/str.h"
 #include "math/random.h"
 #include "output/pivot-table.h"
-#include "output/text-item.h"
+#include "output/output-item.h"
 
 #include "gettext.h"
 #define _(msgid) gettext (msgid)
@@ -53,8 +53,34 @@ enum missing_type
   };
 
 
+struct save_trans_data
+{
+  /* A writer which contains the values (if any) to be appended to
+     each case in the active dataset   */
+  struct casewriter *writer;
+
+  /* A reader created from the writer above. */
+  struct casereader *appending_reader;
+
+  /* The indices to be used to access values in the above,
+     reader/writer  */
+  int CASE_IDX_MEMBERSHIP;
+  int CASE_IDX_DISTANCE;
+
+  /* The variables created to hold the values appended to the dataset  */
+  struct variable *membership;
+  struct variable *distance;
+};
+
+
+#define SAVE_MEMBERSHIP 0x1
+#define SAVE_DISTANCE   0x2
+
 struct qc
 {
+  struct dataset *dataset;
+  struct dictionary *dict;
+
   const struct variable **vars;
   size_t n_vars;
 
@@ -71,6 +97,18 @@ struct qc
 
   enum missing_type missing_type;
   enum mv_class exclude;
+
+  /* Which values are to be saved?  */
+  int save_values;
+
+  /* The name of the new variable to contain the cluster of each case.  */
+  char *var_membership;
+
+  /* The name of the new variable to contain the distance of each case
+     from its cluster centre.  */
+  char *var_distance;
+
+  struct save_trans_data *save_trans_data;
 };
 
 /* Holds all of the information for the functions.  int n, holds the number of
@@ -105,14 +143,14 @@ static void quick_cluster_show_centers (struct Kmeans *kmeans, bool initial,
 
 static void quick_cluster_show_membership (struct Kmeans *kmeans,
                                           const struct casereader *reader,
-                                          const struct qc *);
+                                          struct qc *);
 
 static void quick_cluster_show_number_cases (struct Kmeans *kmeans,
                                             const struct qc *);
 
 static void quick_cluster_show_results (struct Kmeans *kmeans,
                                        const struct casereader *reader,
-                                       const struct qc *);
+                                       struct qc *);
 
 int cmd_quick_cluster (struct lexer *lexer, struct dataset *ds);
 
@@ -158,7 +196,7 @@ diff_matrix (const gsl_matrix *m1, const gsl_matrix *m2)
       double diff = 0;
       for (j = 0; j < m1->size2; ++j)
        {
-         diff += pow2 (gsl_matrix_get (m1,i,j) - gsl_matrix_get (m2,i,j) );
+         diff += pow2 (gsl_matrix_get (m1,i,j) - gsl_matrix_get (m2,i,j));
        }
       if (diff > max_diff)
        max_diff = diff;
@@ -209,7 +247,7 @@ dist_from_case (const struct Kmeans *kmeans, const struct ccase *c,
   for (j = 0; j < qc->n_vars; j++)
     {
       const union value *val = case_data (c, qc->vars[j]);
-      if ( var_is_value_missing (qc->vars[j], val, qc->exclude))
+      if (var_is_value_missing (qc->vars[j], val) & qc->exclude)
        NOT_REACHED ();
 
       dist += pow2 (gsl_matrix_get (kmeans->centers, which, j) - val->f);
@@ -264,7 +302,7 @@ kmeans_initial_centers (struct Kmeans *kmeans,
       for (j = 0; j < qc->n_vars; ++j)
        {
          const union value *val = case_data (c, qc->vars[j]);
-         if ( var_is_value_missing (qc->vars[j], val, qc->exclude))
+         if (var_is_value_missing (qc->vars[j], val) & qc->exclude)
            {
              missing = true;
              break;
@@ -347,7 +385,7 @@ kmeans_get_nearest_group (const struct Kmeans *kmeans, struct ccase *c,
       for (j = 0; j < qc->n_vars; j++)
        {
          const union value *val = case_data (c, qc->vars[j]);
-         if ( var_is_value_missing (qc->vars[j], val, qc->exclude))
+         if (var_is_value_missing (qc->vars[j], val) & qc->exclude)
            continue;
 
          dist += pow2 (gsl_matrix_get (kmeans->centers, i, j) - val->f);
@@ -424,7 +462,7 @@ kmeans_cluster (struct Kmeans *kmeans, struct casereader *reader,
              for (j = 0; j < qc->n_vars; j++)
                {
                  const union value *val = case_data (c, qc->vars[j]);
-                 if ( var_is_value_missing (qc->vars[j], val, qc->exclude))
+                 if (var_is_value_missing (qc->vars[j], val) & qc->exclude)
                    missing = true;
                }
 
@@ -444,16 +482,16 @@ kmeans_cluster (struct Kmeans *kmeans, struct casereader *reader,
                }
 
              long *n = gsl_vector_long_ptr (kmeans->num_elements_groups, group);
-             *n += qc->wv ? case_data (c, qc->wv)->f : 1.0;
+             *n += qc->wv ? case_num (c, qc->wv) : 1.0;
              kmeans->n++;
 
              for (j = 0; j < qc->n_vars; ++j)
                {
                  const union value *val = case_data (c, qc->vars[j]);
-                 if ( var_is_value_missing (qc->vars[j], val, qc->exclude))
+                 if (var_is_value_missing (qc->vars[j], val) & qc->exclude)
                    continue;
                  double *x = gsl_matrix_ptr (kmeans->updated_centers, group, j);
-                 *x += val->f * (qc->wv ? case_data (c, qc->wv)->f : 1.0);
+                 *x += val->f * (qc->wv ? case_num (c, qc->wv) : 1.0);
                }
            }
 
@@ -491,7 +529,7 @@ kmeans_cluster (struct Kmeans *kmeans, struct casereader *reader,
            for (j = 0; j < qc->n_vars; ++j)
              {
                const union value *val = case_data (c, qc->vars[j]);
-               if ( var_is_value_missing (qc->vars[j], val, qc->exclude))
+               if (var_is_value_missing (qc->vars[j], val) & qc->exclude)
                  continue;
 
                double *x = gsl_matrix_ptr (kmeans->updated_centers, group, j);
@@ -499,7 +537,7 @@ kmeans_cluster (struct Kmeans *kmeans, struct casereader *reader,
              }
 
            long *n = gsl_vector_long_ptr (kmeans->num_elements_groups, group);
-           *n += qc->wv ? case_data (c, qc->wv)->f : 1.0;
+           *n += qc->wv ? case_num (c, qc->wv) : 1.0;
            kmeans->n++;
          }
        casereader_destroy (cs);
@@ -568,25 +606,94 @@ quick_cluster_show_centers (struct Kmeans *kmeans, bool initial, const struct qc
   pivot_table_submit (table);
 }
 
-/* Reports cluster membership for each case. */
+
+/* A transformation function which juxtaposes the dataset with the
+   (pre-prepared) dataset containing membership and/or distance
+   values.  */
+static enum trns_result
+save_trans_func (void *aux, struct ccase **c, casenumber x UNUSED)
+{
+  const struct save_trans_data *std = aux;
+  struct ccase *ca  = casereader_read (std->appending_reader);
+  if (ca == NULL)
+    return TRNS_CONTINUE;
+
+  *c = case_unshare (*c);
+
+  if (std->CASE_IDX_MEMBERSHIP >= 0)
+    *case_num_rw (*c, std->membership) = case_num_idx (ca, std->CASE_IDX_MEMBERSHIP);
+
+  if (std->CASE_IDX_DISTANCE >= 0)
+    *case_num_rw (*c, std->distance) = case_num_idx (ca, std->CASE_IDX_DISTANCE);
+
+  case_unref (ca);
+
+  return TRNS_CONTINUE;
+}
+
+
+/* Free the resources of the transformation.  */
+static bool
+save_trans_destroy (void *aux)
+{
+  struct save_trans_data *std = aux;
+  casereader_destroy (std->appending_reader);
+  free (std);
+  return true;
+}
+
+
+/* Reports cluster membership for each case, and is requested
+saves the membership and the distance of the case from the cluster
+centre.  */
 static void
 quick_cluster_show_membership (struct Kmeans *kmeans,
                               const struct casereader *reader,
-                              const struct qc *qc)
+                              struct qc *qc)
 {
-  struct pivot_table *table = pivot_table_create (N_("Cluster Membership"));
+  struct pivot_table *table = NULL;
+  struct pivot_dimension *cases = NULL;
+  if (qc->print_cluster_membership)
+    {
+      table = pivot_table_create (N_("Cluster Membership"));
 
-  pivot_dimension_create (table, PIVOT_AXIS_COLUMN, N_("Cluster"),
-                          N_("Cluster"));
+      pivot_dimension_create (table, PIVOT_AXIS_COLUMN, N_("Cluster"),
+                             N_("Cluster"));
 
-  struct pivot_dimension *cases
-    = pivot_dimension_create (table, PIVOT_AXIS_ROW, N_("Case Number"));
+      cases
+       = pivot_dimension_create (table, PIVOT_AXIS_ROW, N_("Case Number"));
 
-  cases->root->show_label = true;
+      cases->root->show_label = true;
+    }
 
   gsl_permutation *ip = gsl_permutation_alloc (qc->ngroups);
   gsl_permutation_inverse (ip, kmeans->group_order);
 
+  struct caseproto *proto = caseproto_create ();
+  if (qc->save_values)
+    {
+      /* Prepare data which may potentially be used in a
+        transformation appending new variables to the active
+        dataset.  */
+      qc->save_trans_data = xzalloc (sizeof *qc->save_trans_data);
+      qc->save_trans_data->CASE_IDX_MEMBERSHIP = -1;
+      qc->save_trans_data->CASE_IDX_DISTANCE = -1;
+      qc->save_trans_data->writer = autopaging_writer_create (proto);
+
+      int idx = 0;
+      if (qc->save_values & SAVE_MEMBERSHIP)
+       {
+         proto = caseproto_add_width (proto, 0);
+         qc->save_trans_data->CASE_IDX_MEMBERSHIP = idx++;
+       }
+
+      if (qc->save_values & SAVE_DISTANCE)
+       {
+         proto = caseproto_add_width (proto, 0);
+         qc->save_trans_data->CASE_IDX_DISTANCE = idx++;
+       }
+    }
+
   struct casereader *cs = casereader_clone (reader);
   struct ccase *c;
   for (int i = 0; (c = casereader_read (cs)) != NULL; i++, case_unref (c))
@@ -596,14 +703,35 @@ quick_cluster_show_membership (struct Kmeans *kmeans,
       kmeans_get_nearest_group (kmeans, c, qc, &clust, NULL, NULL, NULL);
       int cluster = ip->data[clust];
 
-      int case_idx = pivot_category_create_leaf (cases->root,
+      if (qc->save_trans_data)
+      {
+       /* Calculate the membership and distance values.  */
+       struct ccase *outc = case_create (proto);
+       if (qc->save_values & SAVE_MEMBERSHIP)
+         *case_num_rw_idx (outc, qc->save_trans_data->CASE_IDX_MEMBERSHIP) = cluster + 1;
+
+       if (qc->save_values & SAVE_DISTANCE)
+         *case_num_rw_idx (outc, qc->save_trans_data->CASE_IDX_DISTANCE)
+           = sqrt (dist_from_case (kmeans, c, qc, clust));
+
+       casewriter_write (qc->save_trans_data->writer, outc);
+      }
+
+      if (qc->print_cluster_membership)
+       {
+         /* Print the cluster membership to the table.  */
+         int case_idx = pivot_category_create_leaf (cases->root,
                                                 pivot_value_new_integer (i + 1));
-      pivot_table_put2 (table, 0, case_idx,
-                        pivot_value_new_integer (cluster + 1));
+         pivot_table_put2 (table, 0, case_idx,
+                           pivot_value_new_integer (cluster + 1));
+       }
     }
 
+  caseproto_unref (proto);
   gsl_permutation_free (ip);
-  pivot_table_submit (table);
+
+  if (qc->print_cluster_membership)
+    pivot_table_submit (table);
   casereader_destroy (cs);
 }
 
@@ -643,7 +771,7 @@ quick_cluster_show_number_cases (struct Kmeans *kmeans, const struct qc *qc)
 /* Reports. */
 static void
 quick_cluster_show_results (struct Kmeans *kmeans, const struct casereader *reader,
-                           const struct qc *qc)
+                           struct qc *qc)
 {
   kmeans_order_groups (kmeans, qc); /* what does this do? */
 
@@ -651,28 +779,16 @@ quick_cluster_show_results (struct Kmeans *kmeans, const struct casereader *read
     quick_cluster_show_centers (kmeans, true, qc);
   quick_cluster_show_centers (kmeans, false, qc);
   quick_cluster_show_number_cases (kmeans, qc);
-  if (qc->print_cluster_membership)
-    quick_cluster_show_membership (kmeans, reader, qc);
+
+  quick_cluster_show_membership (kmeans, reader, qc);
 }
 
-int
-cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
+/* Parse the QUICK CLUSTER command and populate QC accordingly.
+   Returns false on error.  */
+static bool
+quick_cluster_parse (struct lexer *lexer, struct qc *qc)
 {
-  struct qc qc;
-  struct Kmeans *kmeans;
-  bool ok;
-  const struct dictionary *dict = dataset_dict (ds);
-  qc.ngroups = 2;
-  qc.maxiter = 10;
-  qc.epsilon = DBL_EPSILON;
-  qc.missing_type = MISS_LISTWISE;
-  qc.exclude = MV_ANY;
-  qc.print_cluster_membership = false; /* default = do not output case cluster membership */
-  qc.print_initial_clusters = false;   /* default = do not print initial clusters */
-  qc.no_initial = false;               /* default = use well separated initial clusters */
-  qc.no_update = false;               /* default = iterate until convergence or max iterations */
-
-  if (!parse_variables_const (lexer, dict, &qc.vars, &qc.n_vars,
+  if (!parse_variables_const (lexer, qc->dict, &qc->vars, &qc->n_vars,
                              PV_NO_DUPLICATE | PV_NUMERIC))
     {
       return (CMD_FAILURE);
@@ -691,24 +807,24 @@ cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
              if (lex_match_id (lexer, "LISTWISE")
                  || lex_match_id (lexer, "DEFAULT"))
                {
-                 qc.missing_type = MISS_LISTWISE;
+                 qc->missing_type = MISS_LISTWISE;
                }
              else if (lex_match_id (lexer, "PAIRWISE"))
                {
-                 qc.missing_type = MISS_PAIRWISE;
+                 qc->missing_type = MISS_PAIRWISE;
                }
              else if (lex_match_id (lexer, "INCLUDE"))
                {
-                 qc.exclude = MV_SYSTEM;
+                 qc->exclude = MV_SYSTEM;
                }
              else if (lex_match_id (lexer, "EXCLUDE"))
                {
-                 qc.exclude = MV_ANY;
+                 qc->exclude = MV_ANY;
                }
              else
                {
                  lex_error (lexer, NULL);
-                 goto error;
+                 return false;
                }
            }
        }
@@ -719,13 +835,79 @@ cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
                 && lex_token (lexer) != T_SLASH)
            {
              if (lex_match_id (lexer, "CLUSTER"))
-                qc.print_cluster_membership = true;
+                qc->print_cluster_membership = true;
              else if (lex_match_id (lexer, "INITIAL"))
-               qc.print_initial_clusters = true;
+               qc->print_initial_clusters = true;
              else
                {
                  lex_error (lexer, NULL);
-                 goto error;
+                 return false;
+               }
+           }
+       }
+      else if (lex_match_id (lexer, "SAVE"))
+       {
+         lex_match (lexer, T_EQUALS);
+         while (lex_token (lexer) != T_ENDCMD
+                && lex_token (lexer) != T_SLASH)
+           {
+             if (lex_match_id (lexer, "CLUSTER"))
+               {
+                 qc->save_values |= SAVE_MEMBERSHIP;
+                 if (lex_match (lexer, T_LPAREN))
+                   {
+                     if (!lex_force_id (lexer))
+                       return false;
+
+                     free (qc->var_membership);
+                     qc->var_membership = xstrdup (lex_tokcstr (lexer));
+                     if (NULL != dict_lookup_var (qc->dict, qc->var_membership))
+                       {
+                         lex_error (lexer,
+                                    _("A variable called `%s' already exists."),
+                                    qc->var_membership);
+                         free (qc->var_membership);
+                         qc->var_membership = NULL;
+                         return false;
+                       }
+
+                     lex_get (lexer);
+
+                     if (!lex_force_match (lexer, T_RPAREN))
+                       return false;
+                   }
+               }
+             else if (lex_match_id (lexer, "DISTANCE"))
+               {
+                 qc->save_values |= SAVE_DISTANCE;
+                 if (lex_match (lexer, T_LPAREN))
+                   {
+                     if (!lex_force_id (lexer))
+                       return false;
+
+                     free (qc->var_distance);
+                     qc->var_distance = xstrdup (lex_tokcstr (lexer));
+                     if (NULL != dict_lookup_var (qc->dict, qc->var_distance))
+                       {
+                         lex_error (lexer,
+                                    _("A variable called `%s' already exists."),
+                                    qc->var_distance);
+                         free (qc->var_distance);
+                         qc->var_distance = NULL;
+                         return false;
+                       }
+
+                     lex_get (lexer);
+
+                     if (!lex_force_match (lexer, T_RPAREN))
+                       return false;
+                   }
+               }
+             else
+               {
+                 lex_error (lexer, _("Expecting %s or %s."),
+                            "CLUSTER", "DISTANCE");
+                 return false;
                }
            }
        }
@@ -738,17 +920,12 @@ cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
              if (lex_match_id (lexer, "CLUSTERS"))
                {
                  if (lex_force_match (lexer, T_LPAREN) &&
-                     lex_force_int (lexer))
+                     lex_force_int_range (lexer, "CLUSTERS", 1, INT_MAX))
                    {
-                     qc.ngroups = lex_integer (lexer);
-                     if (qc.ngroups <= 0)
-                       {
-                         lex_error (lexer, _("The number of clusters must be positive"));
-                         goto error;
-                       }
+                     qc->ngroups = lex_integer (lexer);
                      lex_get (lexer);
                      if (!lex_force_match (lexer, T_RPAREN))
-                       goto error;
+                       return false;
                    }
                }
              else if (lex_match_id (lexer, "CONVERGE"))
@@ -756,64 +933,80 @@ cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
                  if (lex_force_match (lexer, T_LPAREN) &&
                      lex_force_num (lexer))
                    {
-                     qc.epsilon = lex_number (lexer);
-                     if (qc.epsilon <= 0)
+                     qc->epsilon = lex_number (lexer);
+                     if (qc->epsilon <= 0)
                        {
                          lex_error (lexer, _("The convergence criterion must be positive"));
-                         goto error;
+                         return false;
                        }
                      lex_get (lexer);
                      if (!lex_force_match (lexer, T_RPAREN))
-                       goto error;
+                       return false;
                    }
                }
              else if (lex_match_id (lexer, "MXITER"))
                {
                  if (lex_force_match (lexer, T_LPAREN) &&
-                     lex_force_int (lexer))
+                     lex_force_int_range (lexer, "MXITER", 1, INT_MAX))
                    {
-                     qc.maxiter = lex_integer (lexer);
-                     if (qc.maxiter <= 0)
-                       {
-                         lex_error (lexer, _("The number of iterations must be positive"));
-                         goto error;
-                       }
+                     qc->maxiter = lex_integer (lexer);
                      lex_get (lexer);
                      if (!lex_force_match (lexer, T_RPAREN))
-                       goto error;
+                       return false;
                    }
                }
              else if (lex_match_id (lexer, "NOINITIAL"))
                {
-                 qc.no_initial = true;
+                 qc->no_initial = true;
                }
              else if (lex_match_id (lexer, "NOUPDATE"))
                {
-                 qc.no_update = true;
+                 qc->no_update = true;
                }
              else
                {
                  lex_error (lexer, NULL);
-                 goto error;
+                 return false;
                }
            }
        }
       else
         {
           lex_error (lexer, NULL);
-          goto error;
+          return false;
         }
     }
+  return true;
+}
 
-  qc.wv = dict_get_weight (dict);
+int
+cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
+{
+  struct qc qc;
+  struct Kmeans *kmeans;
+  bool ok;
+  memset (&qc, 0, sizeof qc);
+  qc.dataset = ds;
+  qc.dict =  dataset_dict (ds);
+  qc.ngroups = 2;
+  qc.maxiter = 10;
+  qc.epsilon = DBL_EPSILON;
+  qc.missing_type = MISS_LISTWISE;
+  qc.exclude = MV_ANY;
+
+
+  if (!quick_cluster_parse (lexer, &qc))
+    goto error;
+
+  qc.wv = dict_get_weight (qc.dict);
 
   {
     struct casereader *group;
-    struct casegrouper *grouper = casegrouper_create_splits (proc_open (ds), dict);
+    struct casegrouper *grouper = casegrouper_create_splits (proc_open (ds), qc.dict);
 
     while (casegrouper_get_next_group (grouper, &group))
       {
-       if ( qc.missing_type == MISS_LISTWISE )
+       if (qc.missing_type == MISS_LISTWISE)
          {
            group = casereader_create_filter_missing (group, qc.vars, qc.n_vars,
                                                       qc.exclude,
@@ -830,11 +1023,75 @@ cmd_quick_cluster (struct lexer *lexer, struct dataset *ds)
   }
   ok = proc_commit (ds) && ok;
 
-  free (qc.vars);
 
+  /* If requested, set a transformation to append the cluster and
+     distance values to the current dataset.  */
+  if (qc.save_trans_data)
+    {
+      struct save_trans_data *std = qc.save_trans_data;
+      std->appending_reader = casewriter_make_reader (std->writer);
+      std->writer = NULL;
+
+      if (qc.save_values & SAVE_MEMBERSHIP)
+       {
+         /* Invent a variable name if necessary.  */
+         int idx = 0;
+         struct string name;
+         ds_init_empty (&name);
+         while (qc.var_membership == NULL)
+           {
+             ds_clear (&name);
+             ds_put_format (&name, "QCL_%d", idx++);
+
+             if (!dict_lookup_var (qc.dict, ds_cstr (&name)))
+               {
+                 qc.var_membership = strdup (ds_cstr (&name));
+                 break;
+               }
+           }
+         ds_destroy (&name);
+
+         std->membership = dict_create_var_assert (qc.dict, qc.var_membership, 0);
+       }
+
+      if (qc.save_values & SAVE_DISTANCE)
+       {
+         /* Invent a variable name if necessary.  */
+         int idx = 0;
+         struct string name;
+         ds_init_empty (&name);
+         while (qc.var_distance == NULL)
+           {
+             ds_clear (&name);
+             ds_put_format (&name, "QCL_%d", idx++);
+
+             if (!dict_lookup_var (qc.dict, ds_cstr (&name)))
+               {
+                 qc.var_distance = strdup (ds_cstr (&name));
+                 break;
+               }
+           }
+         ds_destroy (&name);
+
+         std->distance = dict_create_var_assert (qc.dict, qc.var_distance, 0);
+       }
+
+      static const struct trns_class trns_class = {
+        .name = "QUICK CLUSTER",
+        .execute = save_trans_func,
+        .destroy = save_trans_destroy,
+      };
+      add_transformation (qc.dataset, &trns_class, std);
+    }
+
+  free (qc.var_distance);
+  free (qc.var_membership);
+  free (qc.vars);
   return (ok);
 
  error:
+  free (qc.var_distance);
+  free (qc.var_membership);
   free (qc.vars);
   return CMD_FAILURE;
 }