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modules/modules/profiling.py
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# modules/profiling.py
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# -*- coding: utf-8 -*-
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#
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# PROJECT: CognitiveEDA v5.7 - The QuantumLeap Intelligence Platform
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#
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# DESCRIPTION: A dedicated module for profiling and characterizing customer
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# segments identified through clustering.
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import pandas as pd
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import plotly.express as px
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import plotly.graph_objects as go
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import logging
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def profile_clusters(df: pd.DataFrame, cluster_labels: pd.Series, numeric_cols: list, cat_cols: list) -> tuple:
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"""
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Analyzes and profiles clusters to create meaningful business personas.
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This function groups the data by cluster and calculates key statistics
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for numeric and categorical features to describe each segment. It then
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visualizes these differences.
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Args:
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df (pd.DataFrame): The feature-engineered DataFrame.
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cluster_labels (pd.Series): The series of cluster labels from the K-Means model.
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numeric_cols (list): List of numeric columns to profile (e.g., ['Total_Revenue']).
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cat_cols (list): List of categorical columns to profile (e.g., ['City', 'Product']).
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Returns:
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A tuple containing:
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- A markdown string with the detailed profile of each cluster.
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- A Plotly Figure visualizing the differences between clusters.
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"""
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# Ensure the dataframe used for profiling has the same index as the labels
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profile_df = df.loc[cluster_labels.index].copy()
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profile_df['Cluster'] = cluster_labels
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if profile_df.empty:
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return "No data available to profile clusters.", go.Figure()
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logging.info(f"Profiling {profile_df['Cluster'].nunique()} clusters...")
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# --- Generate Markdown Report ---
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report_md = "### Cluster Persona Analysis\n\n"
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# Analyze numeric features by cluster
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numeric_profile = profile_df.groupby('Cluster')[numeric_cols].mean().round(2)
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# Analyze categorical features by cluster (get the most frequent value - mode)
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cat_profile_list = []
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for col in cat_cols:
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# This lambda is more robust for cases where a mode might not exist
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mode_series = profile_df.groupby('Cluster')[col].apply(lambda x: x.mode()[0] if not x.mode().empty else "N/A")
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mode_df = mode_series.to_frame()
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cat_profile_list.append(mode_df)
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full_profile = pd.concat([numeric_profile] + cat_profile_list, axis=1)
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for cluster_id in sorted(profile_df['Cluster'].unique()):
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# Try to name the persona by the dominant city, fall back to a generic name
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try:
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persona_name = full_profile.loc[cluster_id, 'City']
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except KeyError:
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persona_name = f"Segment {cluster_id}"
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report_md += f"#### Cluster {cluster_id}: The '{persona_name}' Persona\n"
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# Numeric Summary
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for col in numeric_cols:
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val = full_profile.loc[cluster_id, col]
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report_md += f"- **Avg. {col.replace('_', ' ')}:** `{val:,.2f}`\n"
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# Categorical Summary
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for col in cat_cols:
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val = full_profile.loc[cluster_id, col]
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report_md += f"- **Dominant {col.replace('_', ' ')}:** `{val}`\n"
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report_md += "\n"
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# --- Generate Visualization ---
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# We'll visualize the average 'Total_Revenue' by 'City' for each cluster
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# This directly tests our hypothesis that 'City' is the dominant feature.
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try:
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vis_df = profile_df.groupby(['Cluster', 'City'])['Total_Revenue'].mean().reset_index()
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fig = px.bar(
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vis_df,
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x='Cluster',
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y='Total_Revenue',
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color='City',
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barmode='group',
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title='<b>Cluster Profile: Avg. Total Revenue by Dominant City</b>',
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labels={'Total_Revenue': 'Average Total Revenue ($)', 'Cluster': 'Customer Segment'}
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)
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except Exception as e:
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logging.error(f"Could not generate profile visualization: {e}")
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fig = go.Figure().update_layout(title="Could not generate profile visualization.")
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return report_md, fig
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