R/col_vals_not_in_set.R

In rich-iannone/pointblank: Data Validation and Organization of Metadata for Local and Remote Tables

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#' Are data not part of a specified set of values?
#'
#' @description
#' 
#' The `col_vals_not_in_set()` validation function, the
#' `expect_col_vals_not_in_set()` expectation function, and the
#' `test_col_vals_not_in_set()` test function all check whether column values in
#' a table *are not part* of a specified `set` of values. The validation
#' function can be used directly on a data table or with an *agent* object
#' (technically, a `ptblank_agent` object) whereas the expectation and test
#' functions can only be used with a data table. Each validation step or
#' expectation will operate over the number of test units that is equal to the
#' number of rows in the table (after any `preconditions` have been applied).
#' 
#' @inheritParams col_vals_gt
#' 
#' @param set *Set of values*
#' 
#'   `vector<integer|numeric|character>` // **required**
#' 
#'   A vector of numeric or string-based elements, where column values found
#'   within this `set` will be considered as failing.
#'   
#' @return For the validation function, the return value is either a
#'   `ptblank_agent` object or a table object (depending on whether an agent
#'   object or a table was passed to `x`). The expectation function invisibly
#'   returns its input but, in the context of testing data, the function is
#'   called primarily for its potential side-effects (e.g., signaling failure).
#'   The test function returns a logical value.
#' 
#' @section Supported Input Tables:
#' 
#' The types of data tables that are officially supported are:
#' 
#'  - data frames (`data.frame`) and tibbles (`tbl_df`)
#'  - Spark DataFrames (`tbl_spark`)
#'  - the following database tables (`tbl_dbi`):
#'    - *PostgreSQL* tables (using the `RPostgres::Postgres()` as driver)
#'    - *MySQL* tables (with `RMySQL::MySQL()`)
#'    - *Microsoft SQL Server* tables (via **odbc**)
#'    - *BigQuery* tables (using `bigrquery::bigquery()`)
#'    - *DuckDB* tables (through `duckdb::duckdb()`)
#'    - *SQLite* (with `RSQLite::SQLite()`)
#'    
#' Other database tables may work to varying degrees but they haven't been
#' formally tested (so be mindful of this when using unsupported backends with
#' **pointblank**).
#'
#' @section Column Names:
#' 
#' `columns` may be a single column (as symbol `a` or string `"a"`) or a vector
#' of columns (`c(a, b, c)` or `c("a", "b", "c")`). `{tidyselect}` helpers
#' are also supported, such as `contains("date")` and `where(is.double)`. If
#' passing an *external vector* of columns, it should be wrapped in `all_of()`.
#' 
#' When multiple columns are selected by `columns`, the result will be an
#' expansion of validation steps to that number of columns (e.g.,
#' `c(col_a, col_b)` will result in the entry of two validation steps).
#' 
#' Previously, columns could be specified in `vars()`. This continues to work, 
#' but `c()` offers the same capability and supersedes `vars()` in `columns`.
#' 
#' @section Preconditions:
#' 
#' Providing expressions as `preconditions` means **pointblank** will preprocess
#' the target table during interrogation as a preparatory step. It might happen
#' that a particular validation requires a calculated column, some filtering of
#' rows, or the addition of columns via a join, etc. Especially for an
#' *agent*-based report this can be advantageous since we can develop a large
#' validation plan with a single target table and make minor adjustments to it,
#' as needed, along the way.
#'
#' The table mutation is totally isolated in scope to the validation step(s)
#' where `preconditions` is used. Using **dplyr** code is suggested here since
#' the statements can be translated to SQL if necessary (i.e., if the target
#' table resides in a database). The code is most easily supplied as a one-sided
#' **R** formula (using a leading `~`). In the formula representation, the `.`
#' serves as the input data table to be transformed (e.g., `~ . %>%
#' dplyr::mutate(col_b = col_a + 10)`). Alternatively, a function could instead
#' be supplied (e.g., `function(x) dplyr::mutate(x, col_b = col_a + 10)`).
#' 
#' @section Segments:
#' 
#' By using the `segments` argument, it's possible to define a particular
#' validation with segments (or row slices) of the target table. An optional
#' expression or set of expressions that serve to segment the target table by
#' column values. Each expression can be given in one of two ways: (1) as column
#' names, or (2) as a two-sided formula where the LHS holds a column name and
#' the RHS contains the column values to segment on.
#' 
#' As an example of the first type of expression that can be used,
#' `vars(a_column)` will segment the target table in however many unique values
#' are present in the column called `a_column`. This is great if every unique
#' value in a particular column (like different locations, or different dates)
#' requires it's own repeating validation.
#'
#' With a formula, we can be more selective with which column values should be
#' used for segmentation. Using `a_column ~ c("group_1", "group_2")` will
#' attempt to obtain two segments where one is a slice of data where the value
#' `"group_1"` exists in the column named `"a_column"`, and, the other is a
#' slice where `"group_2"` exists in the same column. Each group of rows
#' resolved from the formula will result in a separate validation step.
#'
#' If there are multiple `columns` specified then the potential number of
#' validation steps will be `m` columns multiplied by `n` segments resolved.
#'
#' Segmentation will always occur after `preconditions` (i.e., statements that
#' mutate the target table), if any, are applied. With this type of one-two
#' combo, it's possible to generate labels for segmentation using an expression
#' for `preconditions` and refer to those labels in `segments` without having to
#' generate a separate version of the target table.
#' 
#' @section Actions:
#' 
#' Often, we will want to specify `actions` for the validation. This argument,
#' present in every validation function, takes a specially-crafted list object
#' that is best produced by the [action_levels()] function. Read that function's
#' documentation for the lowdown on how to create reactions to above-threshold
#' failure levels in validation. The basic gist is that you'll want at least a
#' single threshold level (specified as either the fraction of test units
#' failed, or, an absolute value), often using the `warn_at` argument. This is
#' especially true when `x` is a table object because, otherwise, nothing
#' happens. For the `col_vals_*()`-type functions, using
#' `action_levels(warn_at = 0.25)` or `action_levels(stop_at = 0.25)` are good
#' choices depending on the situation (the first produces a warning when a
#' quarter of the total test units fails, the other `stop()`s at the same
#' threshold level).
#' 
#' @section Labels:
#' 
#' `label` may be a single string or a character vector that matches the number
#' of expanded steps. `label` also supports `{glue}` syntax and exposes the
#' following dynamic variables contextualized to the current step:
#'   
#' - `"{.step}"`: The validation step name
#' - `"{.col}"`: The current column name
#' - `"{.seg_col}"`: The current segment's column name
#' - `"{.seg_val}"`: The current segment's value/group
#'     
#' The glue context also supports ordinary expressions for further flexibility
#' (e.g., `"{toupper(.step)}"`) as long as they return a length-1 string.
#' 
#' @section Briefs:
#' 
#' Want to describe this validation step in some detail? Keep in mind that this
#' is only useful if `x` is an *agent*. If that's the case, `brief` the agent
#' with some text that fits. Don't worry if you don't want to do it. The
#' *autobrief* protocol is kicked in when `brief = NULL` and a simple brief will
#' then be automatically generated.
#' 
#' @section YAML:
#' 
#' A **pointblank** agent can be written to YAML with [yaml_write()] and the
#' resulting YAML can be used to regenerate an agent (with [yaml_read_agent()])
#' or interrogate the target table (via [yaml_agent_interrogate()]). When
#' `col_vals_not_in_set()` is represented in YAML (under the top-level `steps`
#' key as a list member), the syntax closely follows the signature of the
#' validation function. Here is an example of how a complex call of
#' `col_vals_not_in_set()` as a validation step is expressed in R code and in
#' the corresponding YAML representation.
#' 
#' R statement:
#' 
#' ```r
#' agent %>% 
#'   col_vals_not_in_set(
#'     columns = a,
#'     set = c(1, 2, 3, 4),
#'     preconditions = ~ . %>% dplyr::filter(a < 10),
#'     segments = b ~ c("group_1", "group_2"),
#'     actions = action_levels(warn_at = 0.1, stop_at = 0.2),
#'     label = "The `col_vals_not_in_set()` step.",
#'     active = FALSE
#'   )
#' ```
#' 
#' YAML representation:
#' 
#' ```yaml
#' steps:
#' - col_vals_not_in_set:
#'    columns: c(a)
#'    set:
#'    - 1.0
#'    - 2.0
#'    - 3.0
#'    - 4.0
#'    preconditions: ~. %>% dplyr::filter(a < 10)
#'    segments: b ~ c("group_1", "group_2")
#'    actions:
#'      warn_fraction: 0.1
#'      stop_fraction: 0.2
#'    label: The `col_vals_not_in_set()` step.
#'    active: false
#' ```
#' 
#' In practice, both of these will often be shorter as only the `columns` and
#' `set` arguments require values. Arguments with default values won't be
#' written to YAML when using [yaml_write()] (though it is acceptable to include
#' them with their default when generating the YAML by other means). It is also
#' possible to preview the transformation of an agent to YAML without any
#' writing to disk by using the [yaml_agent_string()] function.
#'   
#' @section Examples:
#' 
#' The `small_table` dataset in the package will be used to validate that column
#' values are not part of a given set.
#' 
#' ## A: Using an `agent` with validation functions and then `interrogate()`
#' 
#' Validate that values in column `f` contain none of the values `lows`, `mids`,
#' and `highs`. We'll determine if this validation has any failing test units
#' (there are 13 test units, one for each row).
#' 
#' ```r
#' agent <-
#'   create_agent(tbl = small_table) %>%
#'   col_vals_not_in_set(
#'     columns = f, set = c("lows", "mids", "highs")
#'   ) %>%
#'   interrogate()
#' ```
#' 
#' Printing the `agent` in the console shows the validation report in the
#' Viewer. Here is an excerpt of validation report, showing the single entry
#' that corresponds to the validation step demonstrated here.
#' 
#' \if{html}{
#' \out{
#' `r pb_get_image_tag(file = "man_col_vals_not_in_set_1.png")`
#' }
#' }
#' 
#' ## B: Using the validation function directly on the data (no `agent`)
#' 
#' This way of using validation functions acts as a data filter. Data is passed
#' through but should `stop()` if there is a single test unit failing. The
#' behavior of side effects can be customized with the `actions` option.
#' 
#' ```
#' small_table %>%
#'   col_vals_not_in_set(
#'     columns = f, set = c("lows", "mids", "highs")
#'   ) %>%
#'   dplyr::pull(f) %>%
#'   unique()
#' ```
#'
#' ## C: Using the expectation function
#' 
#' With the `expect_*()` form, we would typically perform one validation at a
#' time. This is primarily used in **testthat** tests.
#' 
#' ```r
#' expect_col_vals_not_in_set(
#'   small_table,
#'   columns = f, set = c("lows", "mids", "highs")
#' )
#' ```
#' 
#' ## D: Using the test function
#' 
#' With the `test_*()` form, we should get a single logical value returned to
#' us.
#' 
#' ```{r}
#' small_table %>%
#'   test_col_vals_not_in_set(
#'     columns = f, set = c("lows", "mids", "highs")
#'   )
#' ```
#' 
#' @family validation functions
#' @section Function ID:
#' 2-10
#' 
#' @seealso The analogue to this function: [col_vals_in_set()].
#' 
#' @name col_vals_not_in_set
NULL

#' @rdname col_vals_not_in_set
#' @import rlang
#' @export
col_vals_not_in_set <- function(
    x,
    columns,
    set,
    preconditions = NULL,
    segments = NULL,
    actions = NULL,
    step_id = NULL,
    label = NULL,
    brief = NULL,
    active = TRUE
) {
  
  # Capture the `columns` expression
  columns <- rlang::enquo(columns)
  # Get `columns` as a label
  columns_expr <- as_columns_expr(columns)
  
  # Resolve the columns based on the expression
  columns <- resolve_columns(x = x, var_expr = columns, preconditions)
  
  # Resolve segments into list
  segments_list <-
    resolve_segments(
      x = x,
      seg_expr = segments,
      preconditions = preconditions
    )
  
  if (is_a_table_object(x)) {
    
    secret_agent <-
      create_agent(x, label = "::QUIET::") %>%
      col_vals_not_in_set(
        columns = tidyselect::all_of(columns),
        set = set,
        preconditions = preconditions,
        segments = segments,
        label = label,
        brief = brief,
        actions = prime_actions(actions),
        active = active
      ) %>%
      interrogate()
    
    return(x)
  }
  
  agent <- x
  
  if (is.null(brief)) {
    
    brief <-
      generate_autobriefs(
        agent = agent,
        columns = columns,
        preconditions = preconditions,
        values = set,
        assertion_type = "col_vals_not_in_set"
      )
  }
  
  # Normalize any provided `step_id` value(s)
  step_id <- normalize_step_id(step_id, columns, agent)
  
  # Get the next step number for the `validation_set` tibble
  i_o <- get_next_validation_set_row(agent)
  
  # Check `step_id` value(s) against all other `step_id`
  # values in earlier validation steps
  check_step_id_duplicates(step_id, agent)
  
  # Add one or more validation steps based on the
  # length of the `columns` variable
  label <- resolve_label(label, columns, segments_list)
  for (i in seq_along(columns)) {
    for (j in seq_along(segments_list)) {
      
      seg_col <- names(segments_list[j])
      seg_val <- unname(unlist(segments_list[j]))
      
      agent <-
        create_validation_step(
          agent = agent,
          assertion_type = "col_vals_not_in_set",
          i_o = i_o,
          columns_expr = columns_expr,
          column = columns[i],
          values = set,
          preconditions = preconditions,
          seg_expr = segments,
          seg_col = seg_col,
          seg_val = seg_val,
          actions = covert_actions(actions, agent),
          step_id = step_id[i],
          label = label[[i, j]],
          brief = brief[i],
          active = active
        )
    }
  }
  
  agent
}

#' @rdname col_vals_not_in_set
#' @import rlang
#' @export
expect_col_vals_not_in_set <- function(
    object,
    columns,
    set,
    preconditions = NULL,
    threshold = 1
) {
  
  fn_name <- "expect_col_vals_not_in_set"
  
  vs <- 
    create_agent(tbl = object, label = "::QUIET::") %>%
    col_vals_not_in_set(
      columns = {{ columns }},
      set = {{ set }}, 
      preconditions = {{ preconditions }},
      actions = action_levels(notify_at = threshold)
    ) %>%
    interrogate() %>%
    .$validation_set
  
  x <- vs$notify
  
  threshold_type <- get_threshold_type(threshold = threshold)
  
  if (threshold_type == "proportional") {
    failed_amount <- vs$f_failed
  } else {
    failed_amount <- vs$n_failed
  }
  
  # If several validations were performed serially (due to supplying
  # multiple columns)
  if (length(x) > 1 && any(x)) {
    
    # Get the index (step) of the first failure instance
    fail_idx <- which(x)[1]
    
    # Get the correct, single `failed_amount` for the first
    # failure instance
    failed_amount <- failed_amount[fail_idx]
    
    # Redefine `x` as a single TRUE value
    x <- TRUE
    
  } else {
    x <- any(x)
    fail_idx <- 1
  }
  
  if (inherits(vs$capture_stack[[1]]$warning, "simpleWarning")) {
    warning(conditionMessage(vs$capture_stack[[1]]$warning))
  }
  if (inherits(vs$capture_stack[[1]]$error, "simpleError")) {
    stop(conditionMessage(vs$capture_stack[[1]]$error))
  }
  
  act <- testthat::quasi_label(enquo(x), arg = "object")
  
  column_text <- prep_column_text(vs$column[[fail_idx]])
  values_text <- 
    prep_values_text(values = vs$values[[fail_idx]], limit = 3, lang = "en")
  
  testthat::expect(
    ok = identical(!as.vector(act$val), TRUE),
    failure_message = glue::glue(
      failure_message_gluestring(
        fn_name = fn_name, lang = "en"
      )
    )
  )
  
  act$val <- object
  
  invisible(act$val)
}

#' @rdname col_vals_not_in_set
#' @import rlang
#' @export
test_col_vals_not_in_set <- function(
    object,
    columns,
    set,
    preconditions = NULL,
    threshold = 1
) {
  
  vs <- 
    create_agent(tbl = object, label = "::QUIET::") %>%
    col_vals_not_in_set(
      columns = {{ columns }},
      set = {{ set }}, 
      preconditions = {{ preconditions }},
      actions = action_levels(notify_at = threshold)
    ) %>%
    interrogate() %>%
    .$validation_set
  
  if (inherits(vs$capture_stack[[1]]$warning, "simpleWarning")) {
    warning(conditionMessage(vs$capture_stack[[1]]$warning))
  }
  if (inherits(vs$capture_stack[[1]]$error, "simpleError")) {
    stop(conditionMessage(vs$capture_stack[[1]]$error))
  }
  
  all(!vs$notify)
}