QScript Functions for Choice Modeling

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This page contains functions used by QScript which work with choice models.

Source Code

function createChoiceSimulator(userSpecifiedNumberAlternatives, multiple_selection) {

    includeWeb('QScript R Output Functions');
    includeWeb('QScript Selection Functions');  // also imports QScript Utility Functions > correctTerminology
    includeWeb('QScript Functions to Generate Outputs');
    
    function rCodeAsString(scenario, pref_name) {
        let r_expr = `${scenario}))
${pref_name} <- predict(formChoiceModel,
        scenario = scenario,
        rule = formRule,
        share.adjustment = c(formScaleToShares, formCalibrateToShares),
        shares = get0("formShares"),
        scale = get0("formScale"),
        offset = get0("formOffset"),
        availability = formAvailability,
        subset = QFilter,
        weights = QPopulationWeight, 
        optimx.controls = list(abstol = 1e-7, maxit = 1000),
        warn.once = TRUE,
        output.type = formOutputType)`;
        return r_expr
    }

    function guiControlsAsString(multiple_selection) {
        return `controls = [];

var db = form.dropBox({name: "formChoiceModel", label: "Choice model", 
                  required: true, multi: false,
                  prompt: "Select an output from Choice Modeling - Hierarchical Bayes, Latent Class Analysis, or Multinomial Logit",
                  types: ["RItem:FitChoice"]});
controls.push(db);

let rule_types = ['Logit respondent', 'Logit draw',
                  'First choice respondent', 'First choice draw'];
var rule = form.comboBox({name: 'formRule', label: "Rule", 
                          prompt: "Type of choice model to fit",
                          alternatives: rule_types,
                          default_value: "Logit respondent"});
controls.push(rule);
var availability = form.dropBox({label: "Availability",
                  types:["Table", "RItem:matrix,data.frame"],
                  prompt: "A matrix of TRUE/FALSE or 0/1 values of respondents to exclude from each scenario",
                  name: "formAvailability", required: false,
                  multi: false});
controls.push(availability);
var calibrate = form.checkBox({label: "Calibrate to shares",  
                               prompt: "Adds constants to the utilities computed for each scenario, " + 
                                       "such that the simulators shares add up to the shares provided",
                               name: "formCalibrateToShares", default_value: false});
var scale = form.checkBox({label: "Scale to shares",
                           prompt: "Calculates the scale factor (also known as lambda, and the exponent) " + 
                           "that best predicts shares",
                            name: "formScaleToShares", default_value: false});
if (calibrate.getValue() || scale.getValue()) 
     var tb = form.textBox({name: "formShares",
                            label: "Shares",
                            prompt: "Enter shares, separate by commas, that sum to 1",
                            required: true})
var utilities = form.textBox({name: "formOffset",
                    label: "Calibration factors",
                    prompt: "(Optional) Enter utilities to be added to the scenarios.",
                    required: false});     
if (scale.getValue()) {
    controls.push(tb);
    controls.push(scale); 
    controls.push(calibrate);
    if (!calibrate.getValue())
        controls.push(utilities);
}else {
    controls.push(scale);
    var nup = form.numericUpDown({name: "formScale",
                        label: "Scale factor",
                        default_value: 1,
                        increment: 0.0001,
                        minimum: 0});
    controls.push(nup); 
    if (calibrate.getValue()) {
        controls.push(tb);
        controls.push(calibrate);
    }else { 
        controls.push(calibrate);
        controls.push(utilities);
    }    
} 

let ot = form.comboBox({name: 'formOutputType', label: 'Output type', 
                          prompt: 'Choose the level of aggregation in the output shares; average/market shares, shares per respondent, or shares per HB draw',
                          alternatives: ['Average shares', 'Respondent shares', 'HB draw shares'],
                          default_value: 'Average shares'});
controls.push(ot);                                                     
form.setInputControls(controls);
` + (multiple_selection ? `form.setHeading('Choice Optimizer');` : `form.setHeading('Choice Simulator');`);
    }
    
    function generateUniqueComboBoxName(name) {

        var combo_boxes = [];
        recursiveGetAllComboBoxNamesInGroup(project.report, combo_boxes);
        
        if (combo_boxes.indexOf(name) == -1)
            return name;
        
        var nonce = 1;
        while (combo_boxes.indexOf(name + "." + nonce.toString()) != -1)
            ++nonce;
        
        return name + "." + nonce.toString();
    }

    function recursiveGetAllComboBoxNamesInGroup(group_item, objects_array) {
        var cur_sub_items = group_item.subItems;
        for (var j = 0; j < cur_sub_items.length; j++) {
            if (cur_sub_items[j].type == 'ReportGroup') {
                recursiveGetAllComboBoxNamesInGroup(cur_sub_items[j], objects_array);
            }
            else if (cur_sub_items[j].type == 'Control')  {
                objects_array.push(cur_sub_items[j].name);
            }
        }
    }

    function createArray(length) {
        var arr = new Array(length || 0),
            i = length;

        if (arguments.length > 1) {
            var args = Array.prototype.slice.call(arguments, 1);
            while (i--) arr[length - 1 - i] = createArray.apply(this, args);
        }

        return arr;
    }

    function getChoiceModelOptions(choiceModel, userSpecifiedNumberAlternatives, multiple_selection) {

        this_item = choiceModel;

        var n_alternatives = this_item.data.get("n.alternatives");
        var n_attributes = this_item.data.get("n.attributes");
        var attributes = this_item.data.getAttribute("attribute.levels", "names");

        var script_type = multiple_selection ? "optimizer" : "simulator";
        var none_options_labels = this_item.data.getAttribute("none.alternatives", "names");
        if (userSpecifiedNumberAlternatives == 1 && !none_options_labels.length) {
            alert("Cannot create a one alternative " + script_type + " for a choice model with no 'None' alternative");
            return false;
        }

        var exclude_alternative_attr_requested = false;
        var exclude_none = false;
        var none_with_no_ASCs = this_item.data.get(["attribute.levels", attributes[0]]).filter(e => none_options_labels.indexOf(e) == -1).length == 1;
        if(this_item.data.getAttribute("attribute.levels", "names")[0] === "Alternative" && !none_with_no_ASCs)
            exclude_alternative_attr_requested = !askYesNo("Would you like to include the Alternative attribute?");
        if(none_options_labels.length && userSpecifiedNumberAlternatives > 1)
            exclude_none = !askYesNo("Would you like to include the 'None' alternative?");
        
        var alternatives = [];
        for (var j = 0; j < userSpecifiedNumberAlternatives; j++)
            alternatives.push("Alternative " + (j+1));

        levels = [];
        var level_count = 0;
        var exclude_first_attribute = false;
        for (var i = 0; i < attributes.length; i++) {
            var currentLevels = this_item.data.get(["attribute.levels", attributes[i]]);
            // level_count needs to account for 'None' parameters to properly
	    // index into the processed.data components below; however, we don't
	    // want to show them as an option in the combo box if the user
	    // requests the alternative attribute be shown, so we filter
	    // them from levels	    
            if (currentLevels.length > 0) {
		level_count = level_count + currentLevels.length - 1;
                if (i == 0)
                {
                    currentLevels = currentLevels.filter(e => none_options_labels.indexOf(e) == -1); 
                    exclude_first_attribute = exclude_alternative_attr_requested || currentLevels.length == 1; // Others (appears when there are "none of these" alternatives with no ASCs)
                }
                levels.push(currentLevels);
            } else {
                // Numeric attribute
                // Work out max and min values, then generate four levels at (roughly)
                // even intervals, rounded to 2 decimal places because
                // values usually represent dollars.
                level_count ++;
                var min;
                var max;
                try {
                    var range = this_item.data.get(["processed.data", "parameter.range"]);             
                    min = range[i][0];
                    max = range[i][1];
                } catch (e) {
                    var min_array = this_item.data.get(["processed.data", "parameter.min"]);
                    var max_array = this_item.data.get(["processed.data", "parameter.max"]);
                    min = min_array[level_count - 1];
                    max = max_array[level_count - 1];
                }

                min = Math.ceil(100 * min) / 100;
                max = Math.floor(100 * max) / 100;
                var interval = (max - min) / 4;
                levels.push([min, Math.floor(100 * (min + interval)) / 100, Math.floor( 100 * (min + 2 * interval)) / 100, max]);
            }
        }

        if (exclude_none)
            none_options_labels = [];

        var simulatorOptions = {attributes: attributes, 
            alternatives: alternatives, 
            noneOptionsLabels: none_options_labels, 
            levels: levels, 
            choiceOutput: this_item,
            excludeFirstAttribute: exclude_first_attribute                    
        }

        return simulatorOptions;
    }

    function buildSimulator(options, selected_item, multiple_selection) {

        const attributes  = options.attributes;
        const choiceAlternatives = options.alternatives
        const noneAlternatives = options.noneOptionsLabels;
        const levels = options.levels;
        const selected_item_name = options.choiceOutput.referenceName;
        const exclude_first_attribute = options.excludeFirstAttribute;
        
        const alternatives = choiceAlternatives.concat(noneAlternatives);
        const numberOfColumns = alternatives.length;
        const numberOfRows = exclude_first_attribute ? attributes.length - 1 : attributes.length;

        // Create page and title
        const pageName = multiple_selection ? "Optimizer" : "Simulator";
        const choiceOutputIsOnPage = options.choiceOutput.IsOnPage;
        const page = choiceOutputIsOnPage ? options.choiceOutput.group.group.appendPage('TitleOnly') : options.choiceOutput.group.appendPage('TitleOnly');
        if (choiceOutputIsOnPage) {
            page.group.moveAfter(page, options.choiceOutput.group);
        }
        page.name = pageName;
        let titleText = page.subItems[0];
        // Fallback if user has removed title placeholder from TitleOnly page
        // - first item is undefined if no objects present on master page.
        // - first item is not a text box if some other object has been added to the page and title removed
        // - first item is a text box other than the title text if it contains anything other than a non-breaking space
        if (typeof titleText == "undefined" || titleText.type != "Text" || titleText.text.length != 1 || titleText.text.charCodeAt(0) != 160) {
            titleText = page.appendText();
            // Looks like defaults for TitleOnly layout
            titleText.top = 17; 
            titleText.height = 85;
            titleText.width = 250;
            titleText.left = Math.ceil((page.width - 250) / 2);
            let new_html = Q.htmlBuilder();
            new_html.append(pageName, {size: 24 });
            titleText.content = new_html; 
        } else 
            titleText.text = pageName;
        
        // Figure out layout values.

        // Work out height of rows
        var testText = page.appendText();
        testText.text = "Text";
        const optionRowHeight = testText.height;
        testText.deleteItem();

        const rowPad = 10;

        // Work out height needed for simulator options

        const optionHeightNeeded = (numberOfRows + 3) * (optionRowHeight + rowPad);
        const titleHeightNeeded = titleText.height + rowPad;

        // If going over page
        var topMargin
        if (page.height < (optionHeightNeeded + titleHeightNeeded)) {
            titleText.top = 0;
            topMargin = titleText.top + titleText.height + 5;
        } else {
            topMargin = titleText.top + titleText.height + 10 + (optionRowHeight + rowPad);
        }
        
        // Width        
        const leftMargin = 7;
        const rightMargin = 7;
        const wUnit = (page.width - leftMargin - rightMargin) / (numberOfColumns + 1);

        // Create a grid of combos
        const combos = createArray(numberOfColumns, numberOfRows);
        let lastRowTop = 0;
        let lastRowHeight = 0;

        for (let x = 0; x < numberOfColumns; x++) {
            let above;

            const text = page.appendText();
            text.left = wUnit * (x + 1) + 5 + leftMargin;
            text.top = topMargin + 5;
            text.width = wUnit - 10;
            text.text = isNaN(alternatives[x]) ? alternatives[x]  : ("Alternative " + alternatives[x]);
            above = text;

            if (x < choiceAlternatives.length) {
                for (let y = 0; y < numberOfRows; y++) {
                    let attribute_index = exclude_first_attribute ? y + 1 : y;
                    combo = page.appendControl("Combobox");
                    combo.selectionMode = multiple_selection ? 'MultipleSelection' : 'SingleSelection';
                    combo.whenItemListChanges = 'SelectFirst';
                    combo.itemList = levels[attribute_index];
                    combo.selectedItems = [levels[attribute_index][0]];
                    combo.placeholderText = levels[attribute_index][0];
                    combo.width = wUnit - 10;
                    combo.left = wUnit * (x + 1) + 5 + leftMargin;
                    combo.top = above.top + above.height + rowPad;
                    combo.name = generateUniqueComboBoxName("c" + attributes[attribute_index].replace(/\W/g,"_") + "." + (x + 1));
                    combos[x][y] = combo;
                    if (x === 0) {
                        const text = page.appendText();
                        text.left = 5 + leftMargin;
                        text.top = combo.top;
                        text.width = wUnit - 10;
                        text.text = attributes[attribute_index];

                        if (y == numberOfRows - 1) {
                            lastRowTop = combo.top + combo.height + rowPad;
                            lastRowHeight = combo.height;
                        }
                    }
                    above = combo;
                }
            }
        }

        const text = page.appendText();
        text.left = 5 + leftMargin;
        text.top = lastRowTop;
        text.width = wUnit - 10;
        text.text = 'Preference Share';
        above = text;

        var controls = combos.map(function(a1) {
            return a1.map(function(a2) {
                return a2.name;
            })
        });

        // Create R output to compute market shares

        var n_alternatives = alternatives.length;
        var r_temp = "scenario = list(";
        for (var i = 0; i < n_alternatives; i++) {
            r_temp += "'" + alternatives[i] + "' = list("
            if (i >= choiceAlternatives.length) {// This is a none-of-these alternative
                r_temp += "'" + attributes[0] + "' = '" + noneAlternatives[i - choiceAlternatives.length] + "'";
            } else {
                for (var j = 0; j < numberOfRows; j++) {
                    let attribute_index = exclude_first_attribute ? j + 1 : j;
                    r_temp += "'" + attributes[attribute_index] + "' = " + controls[i][j];
                    
                    if (j < numberOfRows - 1) 
                        r_temp += ",";   
                }
            }
            if (i < n_alternatives-1)
                r_temp += "),\r\n";
        }
            
        var pref_name = generateUniqueRObjectName('preference.shares'); 
        var r_expression = rCodeAsString(r_temp, pref_name); 

        var pref_shares = page.appendR(r_expression);
        pref_shares.setCodeForGuiControls(guiControlsAsString(multiple_selection));
        pref_shares.setGuiControlInputRaw("formChoiceModel", selected_item.guid);
        
        if (!multiple_selection) {
            pref_shares.top = page.height + 5;
            pref_shares.left = 0;
            pref_shares.height = 100;
            pref_shares.width = 70;
            pref_shares.hiddenFromExportedViews = true;
            pref_shares.update();

            // Adding R outputs to display the shares under each column
            for (let x = 0; x < numberOfColumns; x++) {
                const rOutput = page.appendR(`attr(${pref_shares.name}, "AverageShares")[${x + 1}]`);
                rOutput.left = wUnit * (x + 1) + 5 + leftMargin;
                rOutput.top = lastRowTop;
                rOutput.width = wUnit - 10;
                rOutput.height = lastRowHeight * 10;
            }
        }else {
            pref_shares.top = lastRowTop;
            pref_shares.left = wUnit + 5 + leftMargin;
            pref_shares.height = lastRowHeight * 10;
            pref_shares.width = numberOfColumns*wUnit;
            pref_shares.update();            
        }
        project.report.setSelectedRaw([pref_shares]);
    }
    let msg = correctTerminology('Select an output that has been created with Anything > Advanced Analysis > Choice Modeling.');
    var selected_item = checkSelectedItemClassCustomMessage("FitChoice", msg);
    if (selected_item === null)
        return false;
    
    var simulatorOptions = getChoiceModelOptions(selected_item, userSpecifiedNumberAlternatives, multiple_selection);
    if (simulatorOptions === false) // error from requesting one-alternative simulator with no 'None'
        return false;

    buildSimulator(simulatorOptions, selected_item, multiple_selection);

    return true; 
}

See also

See also