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ankane committed Nov 14, 2019
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9 changes: 9 additions & 0 deletions .gitignore
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/.bundle/
/.yardoc
/_yardoc/
/coverage/
/doc/
/pkg/
/spec/reports/
/tmp/
*.lock
3 changes: 3 additions & 0 deletions CHANGELOG.md
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## 0.1.0

- First release
3 changes: 3 additions & 0 deletions Gemfile
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source "https://rubygems.org"

gemspec
22 changes: 22 additions & 0 deletions LICENSE.txt
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Copyright (c) 2019 Andrew Kane

MIT License

Permission is hereby granted, free of charge, to any person obtaining
a copy of this software and associated documentation files (the
"Software"), to deal in the Software without restriction, including
without limitation the rights to use, copy, modify, merge, publish,
distribute, sublicense, and/or sell copies of the Software, and to
permit persons to whom the Software is furnished to do so, subject to
the following conditions:

The above copyright notice and this permission notice shall be
included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
279 changes: 279 additions & 0 deletions README.md
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# Disco

:fire: Collaborative filtering for Ruby

- Supports user-based and item-based recommendations
- Works with explicit and implicit feedback
- Uses matrix factorization

## Installation

Add this line to your application’s Gemfile:

```ruby
gem 'disco'
```

## Getting Started

Create a recommender

```ruby
recommender = Disco::Recommender.new
```

If users rate items directly, this is known as explicit feedback. Fit the recommender with:

```ruby
recommender.fit([
{user_id: 1, item_id: 1, rating: 5},
{user_id: 2, item_id: 1, rating: 3}
])
```

> IDs can be integers, strings, or any other data type
If users don’t rate items directly (for instance, they’re purchasing items or reading posts), this is known as implicit feedback. Leave out the rating, or use a value like number of purchases, number of page views, or time spent on page:

```ruby
recommender.fit([
{user_id: 1, item_id: 1, value: 1},
{user_id: 2, item_id: 1, value: 1}
])
```

> Use `value` instead of rating for implicit feedback
Get user-based (user-item) recommendations - “users like you also liked”

```ruby
recommender.user_recs(user_id)
```

Get item-based (item-item) recommendations - “users who liked this item also liked”

```ruby
recommender.item_recs(item_id)
```

Use the `count` option to specify the number of recommendations (default is 5)

```ruby
recommender.user_recs(user_id, count: 3)
```

Get predicted ratings for specific items

```ruby
recommender.user_recs(user_id, item_ids: [1, 2, 3])
```

Get similar users

```ruby
recommender.similar_users(user_id)
```

## Examples

### MovieLens

Load the data

```ruby
data = Disco.load_movielens
```

Create a recommender and get similar movies

```ruby
recommender = Disco::Recommender.new(factors: 20)
recommender.fit(data)
recommender.item_recs("Star Wars (1977)")
```

### Ahoy

[Ahoy](https://github.com/ankane/ahoy) is a great source for implicit feedback

```ruby
views = Ahoy::Event.
where(name: "Viewed post").
group(:user_id, "properties->>'post_id'") # postgres syntax
count

data =
views.map do |(user_id, post_id), count|
{
user_id: user_id,
post_id: post_id,
value: count
}
end
```

Create a recommender and get recommended posts for a user

```ruby
recommender = Disco::Recommender.new
recommender.fit(data)
recommender.user_recs(current_user.id)
```

## Storing Recommendations

Disco makes it easy to store recommendations in Rails.

```sh
rails generate disco:recommendation
rails db:migrate
```

For user-based recommendations, use:

```ruby
class User < ApplicationRecord
has_recommended :products
end
```

> Change `:products` to match the model you’re recommending
Save recommendations

```ruby
User.find_each do |user|
recs = recommender.user_recs(user.id)
user.update_recommended_products(recs)
end
```

Get recommendations

```ruby
user.recommended_products
```

For item-based recommendations, use:

```ruby
class Product < ApplicationRecord
has_recommended :products
end
```

Specify multiple types of recommendations for a model with:

```ruby
class User < ApplicationRecord
has_recommended :products
has_recommended :products_v2, class_name: "Product"
end
```

And use the appropriate methods:

```ruby
user.update_recommended_products_v2(recs)
user.recommended_products_v2
```

For Rails < 6, speed up inserts by adding [activerecord-import](https://github.com/zdennis/activerecord-import) to your app.

## Storing Recommenders

If you’d prefer to perform recommendations on-the-fly, store the recommender

```ruby
bin = Marshal.dump(recommender)
File.binwrite("recommender.bin", bin)
```

> You can save it to a file, database, or any other storage system
Load a recommender

```ruby
bin = File.binread("recommender.bin")
recommender = Marshal.load(bin)
```

## Algorithms

Disco uses matrix factorization.

- For explicit feedback, it uses [stochastic gradient descent](https://www.csie.ntu.edu.tw/~cjlin/papers/libmf/libmf_journal.pdf)
- For implicit feedback, it uses [coordinate descent](https://www.csie.ntu.edu.tw/~cjlin/papers/one-class-mf/biased-mf-sdm-with-supp.pdf)

Specify the number of factors and epochs

```ruby
Disco::Recommender.new(factors: 8, epochs: 20)
```

If recommendations look off, trying changing `factors`. The default is 8, but 3 could be good for some applications and 300 good for others.

## Validation

Pass a validation set with:

```ruby
recommender.fit(data, validation_set: validation_set)
```

## Cold Start

Collaborative filtering suffers from the [cold start problem](https://www.yuspify.com/blog/cold-start-problem-recommender-systems/). It’s unable to make good recommendations without data on a user or item, which is problematic for new users and items.

```ruby
recommender.user_recs(new_user_id) # returns empty array
```

There are a number of ways to deal with this, but here are some common ones:

- For user-based recommendations, show new users the most popular items.
- For item-based recommendations, make content-based recommendations with a gem like [tf-idf-similarity](https://github.com/jpmckinney/tf-idf-similarity).

## Daru

Disco works with Daru data frames

```ruby
data = Daru::DataFrame.from_csv("ratings.csv")
recommender.fit(data)
```

## Reference

Get the global mean

```ruby
recommender.global_mean
```

Get the factors

```ruby
recommender.user_factors
recommender.item_factors
```

## Credits

Thanks to:

- [LIBMF](https://github.com/cjlin1/libmf) for providing high performance matrix factorization
- [Implicit](https://github.com/benfred/implicit/) for serving as an initial reference for user and item similarity

## History

View the [changelog](https://github.com/ankane/disco/blob/master/CHANGELOG.md)

## Contributing

Everyone is encouraged to help improve this project. Here are a few ways you can help:

- [Report bugs](https://github.com/ankane/disco/issues)
- Fix bugs and [submit pull requests](https://github.com/ankane/disco/pulls)
- Write, clarify, or fix documentation
- Suggest or add new features
9 changes: 9 additions & 0 deletions Rakefile
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require "bundler/gem_tasks"
require "rake/testtask"

task default: :test
Rake::TestTask.new do |t|
t.libs << "test"
t.pattern = "test/**/*_test.rb"
t.warning = false
end
8 changes: 8 additions & 0 deletions app/models/disco/recommendation.rb
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module Disco
class Recommendation < ActiveRecord::Base
self.table_name = "disco_recommendations"

belongs_to :subject, polymorphic: true
belongs_to :item, polymorphic: true
end
end
27 changes: 27 additions & 0 deletions disco.gemspec
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require_relative "lib/disco/version"

Gem::Specification.new do |spec|
spec.name = "disco"
spec.version = Disco::VERSION
spec.summary = "Collaborative filtering for Ruby"
spec.homepage = "https://github.com/ankane/disco"
spec.license = "MIT"

spec.author = "Andrew Kane"
spec.email = "andrew@chartkick.com"

spec.files = Dir["*.{md,txt}", "{lib}/**/*"]
spec.require_path = "lib"

spec.required_ruby_version = ">= 2.4"

spec.add_dependency "libmf", ">= 0.1.3"
spec.add_dependency "numo-narray"

spec.add_development_dependency "bundler"
spec.add_development_dependency "rake"
spec.add_development_dependency "minitest", ">= 5"
spec.add_development_dependency "activerecord"
spec.add_development_dependency "sqlite3"
spec.add_development_dependency "daru"
end
29 changes: 29 additions & 0 deletions lib/disco.rb
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# dependencies
require "libmf"
require "numo/narray"

# stdlib
require "csv"
require "fileutils"
require "net/http"

# modules
require "disco/data"
require "disco/recommender"
require "disco/version"

# integrations
require "disco/engine" if defined?(Rails)

module Disco
class Error < StandardError; end

extend Data
end

if defined?(ActiveSupport.on_load)
ActiveSupport.on_load(:active_record) do
require "disco/model"
extend Disco::Model
end
end
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