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Added threshold segmentation analysis modules docs #111

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merged 4 commits into from
Feb 25, 2025
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@mvanwyk mvanwyk commented Feb 25, 2025

PR Type

Documentation


Description

  • Added detailed explanation for HML segmentation.

  • Introduced Threshold Segmentation with flexible thresholds.

  • Included Python code examples for both segmentation methods.

  • Updated images for HML and Threshold Segmentation sections.


Changes walkthrough 📝

Relevant files
Documentation
analysis_modules.md
Add HML and Threshold Segmentation documentation                 

docs/analysis_modules.md

  • Added detailed descriptions for HML and Threshold Segmentation.
  • Included Python code examples for both segmentation methods.
  • Updated images for HML and Threshold Segmentation sections.
  • Enhanced documentation clarity and fixed typos.
  • +96/-6   

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  • Summary by CodeRabbit

    • Documentation

      • Enhanced segmentation sections with detailed descriptions, examples, and practical Python code for implementing customer segmentation based on spending.
      • Updated image references to specific SVG files for improved clarity.
    • New Features

      • Introduced flexible segmentation options for handling various metrics and zero-spend customer scenarios.

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    coderabbitai bot commented Feb 25, 2025

    Walkthrough

    This change updates the analysis documentation to include detailed explanations and examples for HML and Threshold segmentation. The document now features updated image references, clearer segmentation descriptions, and Python examples using the pyretailscience library. In addition, two new methods—HMLSegmentation and ThresholdSegmentation—have been added to the segmentation module to support advanced customer spend segmentation, including handling of zero spend scenarios.

    Changes

    File(s) Change Summary
    docs/analysis_modules.md Expanded documentation with detailed descriptions, updated image references, and Python examples for HML and Threshold segmentation methods.
    pyretailscience/seg...mentation Added two public methods, HMLSegmentation(df, zero_value_customers) and ThresholdSegmentation(df, thresholds, segments, zero_value_customers), to implement advanced segmentation handling.

    Sequence Diagram(s)

    sequenceDiagram
        participant User
        participant HML as HMLSegmentation
        participant DF as DataFrame
        User->>HML: Call HMLSegmentation(df, zero_value_customers)
        HML->>DF: Analyze spending distribution
        DF-->>HML: Return segmentation metrics
        HML->>User: Return segmented result (Heavy, Medium, Light)
    
    Loading
    sequenceDiagram
        participant User
        participant Threshold as ThresholdSegmentation
        participant DF as DataFrame
        User->>Threshold: Call ThresholdSegmentation(df, thresholds, segments, zero_value_customers)
        Threshold->>DF: Compute segmentation based on thresholds
        DF-->>Threshold: Return calculated segments
        Threshold->>User: Return segmented segments
    
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    Possibly related PRs

    Suggested labels

    documentation, Review effort [1-5]: 2

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    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)

    464-477: Enhance Clarity in HML Segmentation Description.
    The updated HML segmentation section is comprehensive and outlines the criteria and handling of zero spend very clearly. As a minor suggestion, consider explicitly mentioning whether the "Zero" segment is an available option (in addition to including with light customers or excluding them) and ensure consistent language when describing percentile splits and handling of zero spend.


    519-536: Threshold Segmentation Description is Detailed and Informative.
    The updated description clearly explains the flexibility of Threshold Segmentation versus the fixed HML splits. It effectively enumerates the benefits of custom thresholds and the additional handling options for zero values. As a suggestion, consider briefly clarifying that the thresholds are interpreted as percentiles (if that is the case) to remove any ambiguity for the reader.

    📜 Review details

    Configuration used: CodeRabbit UI
    Review profile: CHILL
    Plan: Pro

    📥 Commits

    Reviewing files that changed from the base of the PR and between 9b5a92f and f421502.

    ⛔ Files ignored due to path filters (2)
    • docs/assets/images/analysis_modules/hml_segmentation.svg is excluded by !**/*.svg
    • docs/assets/images/analysis_modules/threshold_segmentation.svg is excluded by !**/*.svg
    📒 Files selected for processing (1)
    • docs/analysis_modules.md (1 hunks)
    🔇 Additional comments (2)
    docs/analysis_modules.md (2)

    484-513: HML Segmentation Example is Clear and Functional.
    The Python code example effectively demonstrates the creation of a representative DataFrame using a Pareto distribution, the application of HMLSegmentation with the zero_value_customers="include_with_light" parameter, and the subsequent visualization of segment spend using a bar plot. The in-line comments aid in understanding the steps, and the sample data is realistic for retail analytics purposes.


    541-580: Threshold Segmentation Example is Comprehensive and Consistent.
    The example code mirrors the clarity of the HML example. It shows how to generate sample transaction data, define custom thresholds and segment names, and apply ThresholdSegmentation with the zero_value_customers="separate_segment" setting. The subsequent visualization using a bar plot reinforces the explanation well.

    @mvanwyk mvanwyk requested review from mayurkmmt and Copilot February 25, 2025 15:06
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    Copilot reviewed 2 out of 2 changed files in this pull request and generated 1 comment.

    Comment on lines +519 to 522
    ![Threshold Segmentation Distribution](
    assets/images/analysis_modules/threshold_segmentation.svg
    ){align=right loading=lazy width="50%"}

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    Copilot AI Feb 25, 2025

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    The image URL is broken into two lines, which may cause rendering issues. It should be on a single line.

    Suggested change
    ![Threshold Segmentation Distribution](
    assets/images/analysis_modules/threshold_segmentation.svg
    ){align=right loading=lazy width="50%"}
    ![Threshold Segmentation Distribution](assets/images/analysis_modules/threshold_segmentation.svg){align=right loading=lazy width="50%"}

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    The line is broken up for line-length linting reasons

    @mvanwyk mvanwyk requested a review from Copilot February 25, 2025 15:28
    @mvanwyk mvanwyk merged commit 2ce2eec into main Feb 25, 2025
    3 checks passed
    @mvanwyk mvanwyk deleted the threshold_seg_docs branch February 25, 2025 15:30

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    Copilot reviewed 2 out of 2 changed files in this pull request and generated no comments.

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