tests/testthat/test-extract_svylorenz.R

In DjalmaPessoa/convey: Income Concentration Analysis with Complex Survey Samples

# load libraries
library(survey)
library(laeken)

# return test context
context("svylorenz output survey.design and svyrep.design")

### test 2: income data from eusilc --- data.frame-backed design object

# collect and format data
data(eusilc)
names(eusilc) <- tolower(names(eusilc))

# set up survey design objects
des_eusilc <-
  svydesign(
    ids = ~ rb030 ,
    strata = ~ db040 ,
    weights = ~ rb050 ,
    data = eusilc
  )
des_eusilc_rep <-
  as.svrepdesign(des_eusilc , type = "bootstrap" , replicates = 50)

# prepare for convey
des_eusilc <- convey_prep(des_eusilc)
des_eusilc_rep <- convey_prep(des_eusilc_rep)

# filter positive
des_eusilc <- subset(des_eusilc , eqincome > 0)
des_eusilc_rep <- subset(des_eusilc_rep , eqincome > 0)

# calculate estimates
a1 <-
  svylorenz( ~ eqincome , des_eusilc , deff = TRUE , linearized = TRUE)
a2 <-
  svyby( ~ eqincome ,
         ~ rb090,
         des_eusilc ,
         svylorenz ,
         deff = TRUE ,
         covmat = TRUE)
a2.nocov <-
  svyby( ~ eqincome ,
         ~ rb090,
         des_eusilc ,
         svylorenz ,
         deff = TRUE ,
         covmat = FALSE)
b1 <-
  svylorenz( ~ eqincome ,
             des_eusilc_rep ,
             deff = TRUE ,
             linearized = TRUE)
b2 <-
  svyby( ~ eqincome ,
         ~ rb090,
         des_eusilc_rep ,
         svylorenz ,
         deff = TRUE ,
         covmat = TRUE)
b2.nocov <-
  svyby( ~ eqincome ,
         ~ rb090,
         des_eusilc_rep ,
         svylorenz ,
         deff = TRUE ,
         covmat = FALSE)

# calculate auxilliary tests statistics
cv_diff1 <- max(abs(cv(a1) - cv(b1)) , na.rm = TRUE)
se_diff2 <- max(abs(SE(a2) - SE(b2)) , na.rm = TRUE)

# perform tests
test_that("output svylorenz" , {
  expect_is(coef(a1) , "numeric")
  expect_is(coef(a2) , "numeric")
  expect_is(coef(b1) , "numeric")
  expect_is(coef(b2) , "numeric")
  expect_equal(coef(a1) , coef(b1))
  expect_equal(coef(a2) , coef(b2))
  expect_lte(cv_diff1 , coef(a1)[[2]] * .20)         # the difference between CVs should be less than 5% of the coefficient, otherwise manually set it
  expect_lte(se_diff2 , max(coef(a2)[[3]]) * .20)  # the difference between CVs should be less than 10% of the maximum coefficient, otherwise manually set it
  expect_is(SE(a1) , "numeric")
  expect_is(SE(a2) , "svyby")
  expect_is(SE(b1) , "numeric")
  expect_is(SE(b2) , "svyby")
  expect_lte(confint(a1)[2, 1] ,  coef(a1)[2])
  expect_gte(confint(a1)[2, 2] ,  coef(a1)[2])
  expect_lte(confint(b1)[2, 1] ,  coef(b1)[2])
  expect_gte(confint(b1)[2, 2] ,  coef(b1)[2])
  expect_equal(sum(confint(a2)[, 1] <= coef(a2)) , length(coef(a2)))
  expect_equal(sum(confint(a2)[, 2] >= coef(a2)) , length(coef(a2)))
  expect_equal(sum(confint(b2)[, 1] <= coef(b2)) , length(coef(b2)))
  expect_equal(sum(confint(b2)[, 2] >= coef(b2)) , length(coef(b2)))

  # check equality of linearized variables
  expect_equal(attr(a1 , "linearized") , attr(b1 , "linearized"))
  expect_equal(attr(a1 , "index") , attr(b1 , "index"))

  # check equality vcov diagonals
  expect_warning(expect_equal(diag(vcov(a2)) , diag(vcov(a2.nocov))))
  expect_warning(expect_equal(diag(vcov(b2)) , diag(vcov(b2.nocov))))

})

### test 2: income data from eusilc --- database-backed design object

# perform tests
test_that("database svylorenz", {
  # skip test on cran
  skip_on_cran()

  # load libraries
  library(RSQLite)
  library(DBI)

  # set-up database
  dbfile <- tempfile()
  conn <- dbConnect(RSQLite::SQLite() , dbfile)
  dbWriteTable(conn , 'eusilc' , eusilc)

  # database-backed design
  dbd_eusilc <-
    svydesign(
      ids = ~ rb030 ,
      strata = ~ db040 ,
      weights = ~ rb050 ,
      data = "eusilc",
      dbname = dbfile,
      dbtype = "SQLite"
    )

  # prepare for convey
  dbd_eusilc <- convey_prep(dbd_eusilc)

  # filter positive
  dbd_eusilc <- subset(dbd_eusilc , eqincome > 0)

  # calculate estimates
  c1 <-
    svylorenz( ~ eqincome ,
               dbd_eusilc ,
               deff = TRUE ,
               linearized = TRUE)
  c2 <-
    svyby( ~ eqincome ,
           ~ rb090,
           dbd_eusilc ,
           svylorenz ,
           deff = TRUE ,
           covmat = TRUE)

  # remove table and close connection to database
  dbRemoveTable(conn , 'eusilc')
  dbDisconnect(conn)

  # peform tests
  expect_equal(coef(a1) , coef(c1))
  expect_equal(coef(a2) , coef(c2[2:1,]))
  expect_equal(SE(a1) , SE(c1))
  expect_equal(SE(a2) , SE(c2[2:1,]))
  expect_equal(deff(a1) , deff(c1))
  expect_equal(deff(a2) , deff(c2[2:1,]))
  expect_equal(vcov(a1) , vcov(c1))

  # test equality of linearized variables
  expect_equal(colSums(attr(a1 , "linearized")) , colSums(attr(c1 , "linearized")))
  expect_equal(colSums(attr (a2 , "influence")) , colSums(attr(c2 , "influence")))
  # expect_equal(attr(a1 , "index") , attr(c1 , "index"))
  # expect_equal(attr(a2 , "index") , attr(c2 , "index"))

})

### test 3: compare subsetted objects to svyby objects

# calculate estimates
sub_des <-
  svylorenz(
    ~ eqincome ,
    design = subset(des_eusilc , rb090 == "male") ,
    deff = TRUE ,
    linearized = TRUE
  )
sby_des <-
  svyby(
    ~ eqincome,
    by = ~ rb090,
    design = des_eusilc,
    FUN = svylorenz ,
    deff = TRUE ,
    covmat = TRUE
  )
sub_rep <-
  svylorenz(
    ~ eqincome ,
    design = subset(des_eusilc_rep , rb090 == "male") ,
    deff = TRUE ,
    linearized = TRUE
  )
sby_rep <-
  svyby(
    ~ eqincome,
    by = ~ rb090,
    design = des_eusilc_rep,
    FUN = svylorenz ,
    deff = TRUE ,
    covmat = TRUE
  )

# perform tests
test_that("subsets equal svyby", {
  # domain vs svyby: coefficients must be equal
  expect_equal(as.numeric(coef(sub_des)) , as.numeric(coef(sby_des[1,])))
  expect_equal(as.numeric(coef(sub_rep)) , as.numeric(coef(sby_rep[1,])))

  # domain vs svyby: SEs must be equal
  expect_equal(as.numeric(SE(sub_des)) , as.numeric(SE(sby_des[1,])))
  expect_equal(as.numeric(SE(sub_rep)) , as.numeric(SE(sby_rep[1,])))

  # domain vs svyby and svydesign vs svyrepdesign:
  # coefficients should match across svydesign
  expect_equal(as.numeric(coef(sub_des)) , as.numeric(coef(sby_rep[1,])))

  # domain vs svyby and svydesign vs svyrepdesign:
  # coefficients of variation should be within five percent
  cv_diff <-
    max(abs(cv(sub_des) - cv(sub_rep)) , na.rm = TRUE)
  expect_lte(cv_diff , .05)

  # check equality of linearized variables
  expect_equal(attr(sub_des , "linearized") , attr(sub_rep , "linearized"))

  # check equality of variances
  expect_equal(vcov(sub_des)[1] , vcov(sby_des)[1, 1])
  expect_equal(vcov(sub_rep)[1] , vcov(sby_rep)[1, 1])

})

### test 4: compare subsetted objects to svyby objects

# compare database-backed designs to non-database-backed designs
test_that("dbi subsets equal non-dbi subsets", {
  # skip test on cran
  skip_on_cran()

  # load libraries
  library(RSQLite)
  library(DBI)

  # set up database
  dbfile <- tempfile()
  conn <- dbConnect(RSQLite::SQLite() , dbfile)
  dbWriteTable(conn , 'eusilc' , eusilc)

  # create database-backed design (with survey design information)
  dbd_eusilc <-
    svydesign(
      ids = ~ rb030 ,
      strata = ~ db040 ,
      weights = ~ rb050 ,
      data = "eusilc",
      dbname = dbfile,
      dbtype = "SQLite"
    )

  # create a hacky database-backed svrepdesign object
  # mirroring des_eusilc_rep
  dbd_eusilc_rep <-
    svrepdesign(
      weights = ~ rb050,
      repweights = attr(des_eusilc_rep , "full_design")$repweights ,
      scale = attr(des_eusilc_rep , "full_design")$scale ,
      rscales = attr(des_eusilc_rep , "full_design")$rscales ,
      type = "bootstrap" ,
      data = "eusilc" ,
      dbtype = "SQLite" ,
      dbname = dbfile ,
      combined.weights = FALSE
    )

  # prepare for convey
  dbd_eusilc <- convey_prep(dbd_eusilc)
  dbd_eusilc_rep <- convey_prep(dbd_eusilc_rep)

  # filter positive
  dbd_eusilc <- subset(dbd_eusilc , eqincome > 0)
  dbd_eusilc_rep <- subset(dbd_eusilc_rep , eqincome > 0)

  # calculate estimates
  sub_dbd <-
    svylorenz(
      ~ eqincome ,
      design = subset(dbd_eusilc , rb090 == "male") ,
      deff = TRUE ,
      linearized = TRUE
    )
  sby_dbd <-
    svyby(
      ~ eqincome,
      by = ~ rb090,
      design = dbd_eusilc,
      FUN = svylorenz ,
      deff = TRUE ,
      covmat = TRUE
    )
  sub_dbr <-
    svylorenz(
      ~ eqincome ,
      design = subset(dbd_eusilc_rep , rb090 == "male") ,
      deff = TRUE ,
      linearized = TRUE
    )
  sby_dbr <-
    svyby(
      ~ eqincome,
      by = ~ rb090,
      design = dbd_eusilc_rep,
      FUN = svylorenz ,
      deff = TRUE ,
      covmat = TRUE
    )

  # remove table and disconnect from database
  dbRemoveTable(conn , 'eusilc')
  dbDisconnect(conn)

  # perform tests
  expect_equal(coef(sub_des) , coef(sub_dbd))
  expect_equal(coef(sub_rep) , coef(sub_dbr))
  expect_equal(SE(sub_des) , SE(sub_dbd))
  expect_equal(SE(sub_rep) , SE(sub_dbr))
  expect_equal(deff(sub_des) , deff(sub_dbd))
  expect_equal(deff(sub_rep) , deff(sub_dbr))
  expect_equal(vcov(sub_des) , vcov(sub_dbd))
  expect_equal(vcov(sub_rep) , vcov(sub_dbr))

  # compare database-backed subsetted objects to database-backed svyby objects
  # dbi subsets equal dbi svyby
  expect_equal(as.numeric(coef(sub_dbd)) , as.numeric(coef(sby_dbd[2,])))
  expect_equal(as.numeric(coef(sub_dbr)) , as.numeric(coef(sby_dbr[2,])))
  expect_equal(as.numeric(SE(sub_dbd)) , as.numeric(SE(sby_dbd[2,])))
  expect_equal(as.numeric(SE(sub_dbr)) , as.numeric(SE(sby_dbr[2,])))
  expect_equal(vcov(sub_dbd) , vcov(sub_des))
  expect_equal(vcov(sub_dbr) , vcov(sub_rep))

  # compare equality of linearized variables
  expect_equal(colSums(attr(sub_dbd , "linearized")) , colSums(attr(sub_dbr , "linearized")))
  expect_equal(colSums(attr(sub_dbd , "linearized")) , colSums(attr(sub_des , "linearized")))
  expect_equal(colSums(attr(sub_dbr , "linearized")) , colSums(attr(sub_rep , "linearized")))

  # # compare equality of indices
  # expect_equal(attr(sub_dbd , "index") , attr(sub_dbr , "index"))
  # expect_equal(attr(sub_dbd , "index") , attr(sub_des , "index"))
  # expect_equal(attr(sub_dbr , "index") , attr(sub_rep , "index"))

})