R/make_deadata_fuzzy.R

In deaR: Conventional and Fuzzy Data Envelopment Analysis

#' @title make_deadata_fuzzy
#'  
#' @description This function creates, from a data frame, a \code{deadata_fuzzy}
#' structure, which is as list with fields \code{input}, \code{output} and
#' \code{dmunames}. At the same time, \code{input} and \code{output} are lists with fields
#' \code{mL}, \code{mR}, \code{dL} and \code{dR}.
#' 
#' \figure{fuzzynumbers.jpg}{options: width="100\%" alt="Figure: fuzzynumbers.jpg"}
#'
#' @usage make_deadata_fuzzy(datadea,
#'                 dmus = 1,
#'                 inputs.mL = NULL,
#'                 inputs.mR = NULL,
#'                 inputs.dL = NULL,
#'                 inputs.dR = NULL,
#'                 outputs.mL = NULL,
#'                 outputs.mR = NULL,
#'                 outputs.dL = NULL,
#'                 outputs.dR = NULL,
#'                 nc_inputs = NULL,
#'                 nc_outputs = NULL,
#'                 nd_inputs = NULL,
#'                 nd_outputs = NULL,
#'                 ud_inputs = NULL,
#'                 ud_outputs = NULL)
#'          
#' @param datadea Data frame with DEA data.
#' @param dmus Column (number or name) of DMUs (optional). By default, it is the first
#' column. If there is not any DMU column, then it must be \code{NULL}.
#' @param inputs.mL Where are (columns) the \code{mL} (left centers) of trapezoidal fuzzy
#' inputs in \code{datadea}. If an input is triangular or crisp, we put the column
#' where the centers or the crisp values are, respectively.
#' 
#' Alternatively to \code{datadea}, \code{inputs.mL} can be a matrix of size (number of inputs x
#' number of DMUs) with the \code{mL} of trapezoidal fuzzy inputs, the centers of
#' triangular inputs, and the crisp values of crisp inputs. In this case, DMUs names are
#' taken from the columns names.
#' @param inputs.mR Where are (columns) the \code{mR} (right centers) of trapezoidal fuzzy
#' inputs in \code{datadea}. If an input is triangular or crisp, we put \code{NA}.
#' 
#' Alternatively to \code{datadea}, \code{inputs.mR} can be a matrix of size (number of inputs x
#' number of DMUs) with the \code{mR} of trapezoidal fuzzy inputs, the centers of
#' triangular inputs, and the crisp values of crisp inputs. If all inputs are triangular or
#' crisp, then \code{inputs.mR} must be NULL (default) or equal to \code{inputs.mL}.
#' @param inputs.dL Where are (columns) the \code{dL} (left radii) of trapezoidal and
#' triangular fuzzy inputs in \code{datadea}. If an input is symmetric, we put the column
#' where the radii are. If an input is rectangular or crisp, we put \code{NA}.
#' 
#' Alternatively to \code{datadea}, \code{inputs.dL} can be a matrix of size (number of inputs x
#' number of DMUs) with the \code{dL} of trapezoidal and triangular fuzzy inputs. If an
#' input is rectangular or crisp, its radius is zero. If all inputs are rectangular or
#' crisp, then \code{inputs.dL} must be NULL (default) or a zero matrix.
#' @param inputs.dR Where are (columns) the \code{dR} (right radii) of trapezoidal and
#' triangular fuzzy inputs in \code{datadea}. If an input is symmetric, rectangular or
#' crisp, we put \code{NA}.
#' 
#' Alternatively to \code{datadea}, \code{inputs.dR} can be a matrix of size (number of inputs x
#' number of DMUs) with the \code{dR} of trapezoidal and triangular fuzzy inputs. If an
#' input is rectangular or crisp, its radius is zero. If all inputs are symmetric,
#' rectangular or crisp, then \code{inputs.dR} must be NULL (default) or equal to
#' \code{inputs.dL}.
#' @param outputs.mL Analogous to \code{inputs.mL}, but relating to outputs.
#' @param outputs.mR Analogous to \code{inputs.mR}, but relating to outputs.
#' @param outputs.dL Analogous to \code{inputs.dL}, but relating to outputs.
#' @param outputs.dR Analogous to \code{inputs.dR}, but relating to outputs.
#' @param nc_inputs A numeric vector containing the indices of non-controllable inputs.
#' @param nc_outputs A numeric vector containing the indices of non-controllable outputs.
#' @param nd_inputs A numeric vector containing the indices of non-discretionary inputs.
#' @param nd_outputs A numeric vector containing the indices of non-discretionary outputs.
#' @param ud_inputs A numeric vector containing the indices of undesirable (good) inputs.
#' @param ud_outputs A numeric vector containing the indices of undesirable (bad) outputs.
#'
#' @return An object of class \code{deadata_fuzzy}.
#'  
#' @examples
#' # Example 1. If inputs and/or outputs are symmetric triangular fuzzy numbers
#' data("Leon2003")
#' data_example <- make_deadata_fuzzy(datadea = Leon2003, 
#'                                    inputs.mL = 2,
#'                                    inputs.dL = 3,
#'                                    outputs.mL = 4,
#'                                    outputs.dL = 5)
#' # Example 2. If inputs and/or outputs are non-symmetric triangular fuzzy numbers
#' data("Kao_Liu_2003")
#' data_example <- make_deadata_fuzzy(Kao_Liu_2003, 
#'                                    inputs.mL = 2, 
#'                                    outputs.mL = 3:7, 
#'                                    outputs.dL = c(NA, NA, 8, NA, 10),
#'                                    outputs.dR = c(NA, NA, 9, NA, 11))
#'                                 
#' @export

make_deadata_fuzzy <- function(datadea,
                               dmus = 1,
                               inputs.mL = NULL,
                               inputs.mR = NULL,
                               inputs.dL = NULL,
                               inputs.dR = NULL,
                               outputs.mL = NULL,
                               outputs.mR = NULL,
                               outputs.dL = NULL,
                               outputs.dR = NULL,
                               nc_inputs = NULL,
                               nc_outputs = NULL,
                               nd_inputs = NULL,
                               nd_outputs = NULL,
                               ud_inputs = NULL,
                               ud_outputs = NULL) {
  
  if (is.matrix(inputs.mL) && is.matrix(outputs.mL)) {
    
    nd <- ncol(inputs.mL)
    if (ncol(outputs.mL) != nd) {
      stop("Inputs and outputs matrices must have the same number of columns (number of DMUs).")
    }
    input.mL <- inputs.mL  
    output.mL <- outputs.mL
    dmunames <- colnames(inputs.mL)
    if (is.null(dmunames)) {
      dmunames <- paste0("DMU", 1:nd)
    }
    ni <- nrow(inputs.mL)
    no <- nrow(outputs.mL)
    inputnames <- rownames(inputs.mL)
    if (is.null(inputnames)) {
      inputnames <- paste0("Input", 1:ni)
      rownames(input.mL) <- inputnames
    }
    outputnames <- rownames(outputs.mL)
    if (is.null(outputnames)) {
      outputnames <- paste("Output", 1:no, sep = "")
      rownames(output.mL) <- outputnames
    }
    
    if (is.null(inputs.mR)) {
      input.mR <- input.mL
    } else {
      if (is.matrix(inputs.mR)) {
        if ((ncol(inputs.mR) == nd) && (nrow(inputs.mR) == ni)) {
          input.mR <- inputs.mR
        } else {
          stop("With no datadea, the size of inputs.mR must be (number of inputs x number of DMUs).")
        }
      } else {
        stop("With no datadea, inputs.mR must be NULL or matrix.")
      }
    }
    
    if (is.null(outputs.mR)) {
      output.mR <- output.mL
    } else {
      if (is.matrix(outputs.mR)) {
        if ((ncol(outputs.mR) == nd) && (nrow(outputs.mR) == no)) {
          output.mR <- outputs.mR
        } else {
          stop("With no datadea, the size of outputs.mR must be (number of outputs x number of DMUs).")
        }
      } else {
        stop("With no datadea, outputs.mR must be NULL or matrix.")
      }
    }
    
    if (is.null(inputs.dL)) {
      input.dL <- matrix(0, nrow = ni, ncol = nd)
    } else {
      if (is.matrix(inputs.dL)) {
        if ((ncol(inputs.dL) == nd) && (nrow(inputs.dL) == ni)) {
          input.dL <- inputs.dL
        } else {
          stop("With no datadea, the size of inputs.dL must be (number of inputs x number of DMUs).")
        }
      } else {
        stop("With no datadea, inputs.dL must be NULL or matrix.")
      }
    }
    
    if (is.null(outputs.dL)) {
      output.dL <- matrix(0, nrow = no, ncol = nd)
    } else {
      if (is.matrix(outputs.dL)) {
        if ((ncol(outputs.dL) == nd) && (nrow(outputs.dL) == no)) {
          output.dL <- outputs.dL
        } else {
          stop("With no datadea, the size of outputs.dL must be (number of outputs x number of DMUs).")
        }
      } else {
        stop("With no datadea, outputs.dL must be NULL or matrix.")
      }
    }
    
    if (is.null(inputs.dR)) {
      input.dR <- input.dL
    } else {
      if (is.matrix(inputs.dR)) {
        if ((ncol(inputs.dR) == nd) && (nrow(inputs.dR) == ni)) {
          input.dR <- inputs.dR
        } else {
          stop("With no datadea, the size of inputs.dR must be (number of inputs x number of DMUs).")
        }
      } else {
        stop("With no datadea, inputs.dR must be NULL or matrix.")
      }
    }
    
    if (is.null(outputs.dR)) {
      output.dR <- output.dL
    } else {
      if (is.matrix(outputs.dR)) {
        if ((ncol(outputs.dR) == nd) && (nrow(outputs.dR) == no)) {
          output.dR <- outputs.dR
        } else {
          stop("With no datadea, the size of outputs.dR must be (number of outputs x number of DMUs).")
        }
      } else {
        stop("With no datadea, outputs.dR must be NULL or matrix.")
      }
    }
    
  } else {
    
    # Checking data...
    if (!is.data.frame(datadea)) {
      stop("Invalid data datadea (should be a data frame)!")
    }
    datadea <- as.data.frame(datadea)
    
    # Checking dmu
    if (is.null(dmus)) {
      dmunames <- paste0("DMU", seq_along(datadea))
    } else {
      if (length(dmus) > 1) {
        stop("Invalid dmu names specification. Provide either a single
             column number or name.")
      } else {
        if (!class(dmus) %in% c("integer", "numeric", "character")) {
          stop("Invalid dmu names specification. Please give either the column number or name.")
        } else {
          if (is.character(dmus) & !(dmus %in% colnames(datadea))) {
            stop(" Invalid dmu names. Please either give the dmu column number or name.")
          }
          if((is.numeric(dmus) | is.integer(dmus)) & (dmus > ncol(datadea) | dmus < 1)) {
            stop("Invalid dmu names specification. Give a column number (dmus > ncols(datadea))!")
          }
        }
      }
      
      dmunames <- as.character(datadea[, dmus])
    }
    
    nd <- length(dmunames) # Number of DMUs
    ni <- length(inputs.mL) # Number of inputs
    no <- length(outputs.mL) # Number of outputs
    
    if (!is.character(inputs.mL)) {
      inputnames <- colnames(datadea)[inputs.mL]
    } else {
      inputnames <- inputs.mL
    }
    if (!is.character(outputs.mL)) {
      outputnames <- colnames(datadea)[outputs.mL]
    } else {
      outputnames <- outputs.mL
    }
    input.mL <- t(datadea[, inputs.mL])
    output.mL <- t(datadea[, outputs.mL])
    rownames(input.mL) <- inputnames
    rownames(output.mL) <- outputnames
    
    if (is.null(inputs.mR)) {
      input.mR <- input.mL
    } else {
      inputs.mR[is.na(inputs.mR)] <- inputs.mL[is.na(inputs.mR)] # NA in inputs.mR replaced by values of inputs.mL
      input.mR <- t(datadea[, inputs.mR])
    }
    
    if (is.null(outputs.mR)) {
      output.mR <- output.mL
    } else {
      outputs.mR[is.na(outputs.mR)] <- outputs.mL[is.na(outputs.mR)] # NA in outputs.mR replaced by values of outputs.mL
      output.mR <- t(datadea[, outputs.mR])
    }
    
    input.dL <- matrix(0, nrow = ni, ncol = nd)
    if (!is.null(inputs.dL)) {
      input.dL[!is.na(inputs.dL), ] <- t(datadea[, inputs.dL[!is.na(inputs.dL)]])
    }
    
    input.dR <- input.dL
    if (!is.null(inputs.dR)) {
      input.dR[!is.na(inputs.dR), ] <- t(datadea[, inputs.dR[!is.na(inputs.dR)]])
    }
    
    output.dL <- matrix(0, nrow = no, ncol = nd)
    if (!is.null(outputs.dL)) {
      output.dL[!is.na(outputs.dL), ] <- t(datadea[, outputs.dL[!is.na(outputs.dL)]])
    }
    
    output.dR <- output.dL
    if (!is.null(outputs.dR)) {
      output.dR[!is.na(outputs.dR), ] <- t(datadea[, outputs.dR[!is.na(outputs.dR)]])
    }
    
  }
  
  # Avoiding numeric names bug
  numnames <- !grepl('\\D', dmunames)
  dmunames[numnames] <- paste0("DMU", dmunames[numnames])
  
  colnames(input.mL) <- dmunames
  colnames(output.mL) <- dmunames
  colnames(input.mR) <- dmunames
  rownames(input.mR) <- inputnames
  colnames(output.mR) <- dmunames
  rownames(output.mR) <- outputnames
  colnames(input.dL) <- dmunames
  rownames(input.dL) <- inputnames
  colnames(output.dL) <- dmunames
  rownames(output.dL) <- outputnames
  colnames(input.dR) <- dmunames
  rownames(input.dR) <- inputnames
  colnames(output.dR) <- dmunames
  rownames(output.dR) <- outputnames
  
  # Checking non-controllable inputs/outputs
  if ((!is.null(nc_inputs)) && (!all(nc_inputs %in% 1:ni))) {
    stop("Invalid set of non-controllable inputs.")
  }
  if ((!is.null(nc_outputs)) && (!all(nc_outputs %in% 1:no))) {
    stop("Invalid set of non-controllable outputs.")
  }
  if (!is.null(nc_inputs)) {
    names(nc_inputs) <- inputnames[nc_inputs]
  }
  if (!is.null(nc_outputs)) {
    names(nc_outputs) <- outputnames[nc_outputs]
  }
  
  # Checking non-discretionary inputs/outputs
  if ((!is.null(nd_inputs)) && ((!all(nd_inputs %in% 1:ni)) || (any(nd_inputs %in% nc_inputs)))) {
    stop("Invalid set of non-discretionary inputs.")
  }
  if ((!is.null(nd_outputs)) && ((!all(nd_outputs %in% 1:no)) || (any(nd_outputs %in% nc_outputs)))) {
    stop("Invalid set of non-discretionary outputs.")
  }
  if (!is.null(nd_inputs)) {
    names(nd_inputs) <- inputnames[nd_inputs]
  }
  if (!is.null(nd_outputs)) {
    names(nd_outputs) <- outputnames[nd_outputs]
  }
  
  # Checking undesirable inputs/outputs
  if ((!is.null(ud_inputs)) && (!all(ud_inputs %in% 1:ni))) {
    stop("Invalid set of undesirable inputs.")
  }
  if ((!is.null(ud_outputs)) && (!all(ud_outputs %in% 1:no))) {
    stop("Invalid set of undesirable outputs.")
  }
  if (!is.null(ud_inputs)) {
    names(ud_inputs) <- inputnames[ud_inputs]
  }
  if (!is.null(ud_outputs)) {
    names(ud_outputs) <- outputnames[ud_outputs]
  }
  
  res <- list(
    input = list(
      mL = input.mL,
      mR = input.mR,
      dL = input.dL,
      dR = input.dR
    ),
    output = list(
      mL = output.mL,
      mR = output.mR,
      dL = output.dL,
      dR = output.dR
    ),
    dmunames = dmunames,
    nc_inputs = nc_inputs,
    nc_outputs = nc_outputs,
    nd_inputs = nd_inputs,
    nd_outputs = nd_outputs,
    ud_inputs = ud_inputs,
    ud_outputs = ud_outputs
  )
  
  return(structure(res, class = "deadata_fuzzy"))
}