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#' Dummy Variables Creation
#'
#' `step_dummy` creates a *specification* of a recipe
#' step that will convert nominal data (e.g. character or factors)
#' into one or more numeric binary model terms for the levels of
#' the original data.
#'
#' @inheritParams step_center
#' @inherit step_center return
#' @param ... One or more selector functions to choose which
#' _factor_ variables will be used to create the dummy variables. See
#' [selections()] for more details. The selected
#' variables must be factors. For the `tidy` method, these are
#' not currently used.
#' @param role For model terms created by this step, what analysis
#' role should they be assigned?. By default, the function assumes
#' that the binary dummy variable columns created by the original
#' variables will be used as predictors in a model.
#' @param one_hot A logical. For C levels, should C dummy variables be created
#' rather than C-1?
#' @param preserve A single logical; should the selected column(s) be retained
#' (in addition to the new dummy variables).
#' @param naming A function that defines the naming convention for
#' new dummy columns. See Details below.
#' @param levels A list that contains the information needed to
#' create dummy variables for each variable contained in
#' `terms`. This is `NULL` until the step is trained by
#' [prep.recipe()].
#' @return An updated version of `recipe` with the new step
#' added to the sequence of existing steps (if any). For the
#' `tidy` method, a tibble with columns `terms` (the
#' selectors or original variables selected) and `columns` (the
#' list of corresponding binary columns).
#' @keywords datagen
#' @concept preprocessing
#' @concept dummy_variables
#' @concept model_specification
#' @concept dummy_variables
#' @concept variable_encodings
#' @export
#' @details `step_dummy` will create a set of binary dummy
#' variables from a factor variable. For example, if an unordered
#' factor column in the data set has levels of "red", "green",
#' "blue", the dummy variable bake will create two additional
#' columns of 0/1 data for two of those three values (and remove
#' the original column). For ordered factors, polynomial contrasts
#' are used to encode the numeric values.
#'
#' By default, the excluded dummy variable (i.e. the reference
#' cell) will correspond to the first level of the unordered
#' factor being converted.
#'
#' The function allows for non-standard naming of the resulting
#' variables. For an unordered factor named `x`, with levels `"a"`
#' and `"b"`, the default naming convention would be to create a
#' new variable called `x_b`. Note that if the factor levels are
#' not valid variable names (e.g. "some text with spaces"), it will
#' be changed by [base::make.names()] to be valid (see the example
#' below). The naming format can be changed using the `naming`
#' argument and the function [dummy_names()] is the default. This
#' function will also change the names of ordinal dummy variables.
#' Instead of values such as "`.L`", "`.Q`", or "`^4`", ordinal
#' dummy variables are given simple integer suffixes such as
#' "`_1`", "`_2`", etc.
#'
#' To change the type of contrast being used, change the global
#' contrast option via `options`.
#'
#' When the factor being converted has a missing value, all of the
#' corresponding dummy variables are also missing.
#'
#' When data to be processed contains novel levels (i.e., not
#' contained in the training set), a missing value is assigned to
#' the results. See [step_other()] for an alternative.
#'
#' If no columns are selected (perhaps due to an earlier `step_zv()`),
#' `bake()` will return the data as-is (e.g. with no dummy variables).
#'
#' The [package vignette for dummy variables](https://recipes.tidymodels.org/articles/Dummies.html)
#' and interactions has more information.
#'
#' @seealso [step_factor2string()], [step_string2factor()],
#' [dummy_names()], [step_regex()], [step_count()],
#' [step_ordinalscore()], [step_unorder()], [step_other()]
#' [step_novel()]
#' @examples
#' library(modeldata)
#' data(okc)
#' okc <- okc[complete.cases(okc),]
#'
#' rec <- recipe(~ diet + age + height, data = okc)
#'
#' dummies <- rec %>% step_dummy(diet)
#' dummies <- prep(dummies, training = okc)
#'
#' dummy_data <- bake(dummies, new_data = okc)
#'
#' unique(okc$diet)
#' grep("^diet", names(dummy_data), value = TRUE)
#'
#' # Obtain the full set of dummy variables using `one_hot` option
#' rec %>%
#' step_dummy(diet, one_hot = TRUE) %>%
#' prep(training = okc) %>%
#' bake(new_data = NULL, starts_with("diet")) %>%
#' names() %>%
#' length()
#'
#' length(unique(okc$diet))
#'
#' # Without one_hot
#' length(grep("^diet", names(dummy_data), value = TRUE))
#'
#'
#' tidy(dummies, number = 1)
step_dummy <-
function(recipe,
...,
role = "predictor",
trained = FALSE,
one_hot = FALSE,
preserve = FALSE,
naming = dummy_names,
levels = NULL,
skip = FALSE,
id = rand_id("dummy")) {
add_step(
recipe,
step_dummy_new(
terms = ellipse_check(...),
role = role,
trained = trained,
one_hot = one_hot,
preserve = preserve,
naming = naming,
levels = levels,
skip = skip,
id = id
)
)
}
step_dummy_new <-
function(terms, role, trained, one_hot, preserve, naming, levels, skip, id) {
step(
subclass = "dummy",
terms = terms,
role = role,
trained = trained,
one_hot = one_hot,
preserve = preserve,
naming = naming,
levels = levels,
skip = skip,
id = id
)
}
passover <- function(cmd) {
# cat("`step_dummy()` was not able to select any columns. ",
# "No dummy variables will be created.\n")
} # figure out how to return a warning() without exiting
#' @export
prep.step_dummy <- function(x, training, info = NULL, ...) {
col_names <- eval_select_recipes(x$terms, training, info)
if (length(col_names) > 0) {
fac_check <- vapply(training[, col_names], is.factor, logical(1))
if (any(!fac_check))
rlang::warn(
paste0(
"The following variables are not factor vectors and will be ignored: ",
paste0("`", names(fac_check)[!fac_check], "`", collapse = ", ")
)
)
col_names <- col_names[fac_check]
if (length(col_names) == 0) {
rlang::abort(
paste0(
"The `terms` argument in `step_dummy` did not select ",
"any factor columns."
)
)
}
## I hate doing this but currently we are going to have
## to save the terms object from the original (= training)
## data
levels <- vector(mode = "list", length = length(col_names))
names(levels) <- col_names
for (i in seq_along(col_names)) {
form_chr <- paste0("~", col_names[i])
if (x$one_hot) {
form_chr <- paste0(form_chr, "-1")
}
form <- as.formula(form_chr)
terms <- model.frame(form,
data = training,
xlev = x$levels[[i]],
na.action = na.pass)
levels[[i]] <- attr(terms, "terms")
## About factor levels here: once dummy variables are made,
## the `stringsAsFactors` info saved in the recipe (under
## recipe$levels will remove the original record of the
## factor levels at the end of `prep.recipe` since it is
## not a factor anymore. We'll save them here and reset them
## in `bake.step_dummy` just prior to calling `model.matrix`
attr(levels[[i]], "values") <-
levels(getElement(training, col_names[i]))
attr(levels[[i]], ".Environment") <- NULL
}
} else {
levels <- NULL
}
step_dummy_new(
terms = x$terms,
role = x$role,
trained = TRUE,
one_hot = x$one_hot,
preserve = x$preserve,
naming = x$naming,
levels = levels,
skip = x$skip,
id = x$id
)
}
warn_new_levels <- function(dat, lvl) {
ind <- which(!(dat %in% lvl))
if (length(ind) > 0) {
lvl2 <- unique(dat[ind])
rlang::warn(
paste0("There are new levels in a factor: ",
paste0(lvl2, collapse = ", ")
)
)
}
invisible(NULL)
}
#' @export
bake.step_dummy <- function(object, new_data, ...) {
# If no terms were selected
if (length(object$levels) == 0) {
return(new_data)
}
col_names <- names(object$levels)
## `na.action` cannot be passed to `model.matrix` but we
## can change it globally for a bit
old_opt <- options()$na.action
options(na.action = "na.pass")
on.exit(options(na.action = old_opt))
for (i in seq_along(object$levels)) {
# Make sure that the incoming data has levels consistent with
# the original (see the note above)
orig_var <- names(object$levels)[i]
fac_type <- attr(object$levels[[i]], "dataClasses")
if (!any(names(attributes(object$levels[[i]])) == "values"))
rlang::abort("Factor level values not recorded")
if (length(attr(object$levels[[i]], "values")) == 1)
rlang::abort(
paste0("Only one factor level in ", orig_var)
)
warn_new_levels(
new_data[[orig_var]],
attr(object$levels[[i]], "values")
)
new_data[, orig_var] <-
factor(getElement(new_data, orig_var),
levels = attr(object$levels[[i]], "values"),
ordered = fac_type == "ordered")
indicators <-
model.frame(
as.formula(paste0("~", orig_var)),
data = new_data[, orig_var],
xlev = attr(object$levels[[i]], "values"),
na.action = na.pass
)
indicators <-
model.matrix(
object = object$levels[[i]],
data = indicators
)
indicators <- as_tibble(indicators)
options(na.action = old_opt)
on.exit(expr = NULL)
if (!object$one_hot) {
indicators <- indicators[, colnames(indicators) != "(Intercept)", drop = FALSE]
}
## use backticks for nonstandard factor levels here
used_lvl <- gsub(paste0("^", col_names[i]), "", colnames(indicators))
colnames(indicators) <- object$naming(col_names[i], used_lvl, fac_type == "ordered")
new_data <- bind_cols(new_data, as_tibble(indicators))
if (!object$preserve) {
new_data[, col_names[i]] <- NULL
}
}
if (!is_tibble(new_data))
new_data <- as_tibble(new_data)
new_data
}
print.step_dummy <-
function(x, width = max(20, options()$width - 20), ...) {
if (x$trained) {
if (length(x$levels) > 0) {
cat("Dummy variables from ")
cat(format_ch_vec(names(x$levels), width = width))
} else {
cat("Dummy variables were *not* created since no columns were selected.")
}
} else {
cat("Dummy variables from ", sep = "")
cat(format_selectors(x$terms, width = width))
}
if (x$trained)
cat(" [trained]\n")
else
cat("\n")
invisible(x)
}
get_dummy_columns <- function(x) {
tibble(columns = attr(x, "values"))
}
#' @rdname step_dummy
#' @param x A `step_dummy` object.
#' @export
tidy.step_dummy <- function(x, ...) {
if (is_trained(x)) {
if (length(x$levels) > 0) {
res <- purrr::map_dfr(x$levels, get_dummy_columns, .id = "terms")
} else {
res <- tibble(terms = rlang::na_chr, columns = rlang::na_chr)
}
} else {
res <- tibble(terms = sel2char(x$terms), columns = rlang::na_chr)
}
res$id <- x$id
res
}
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