--- title: "Ordered Sequences: Key-Sorted Storage with Range Queries" output: rmarkdown::html_vignette vignette: > %\VignetteIndexEntry{Ordered Sequences: Key-Sorted Storage with Range Queries} %\VignetteEngine{knitr::rmarkdown} %\VignetteEncoding{UTF-8} --- ```{r setup, include = FALSE} knitr::opts_chunk$set(collapse = TRUE, comment = "#>") if(requireNamespace("pkgload", quietly = TRUE)) { pkgload::load_all(".", quiet = TRUE) } else if(requireNamespace("Immutables", quietly = TRUE)) { library(Immutables) } else { stop("Need either installed 'Immutables' or the 'pkgload' package to render this vignette.") } ``` ## Ordered sequence basics `ordered_sequence` is a persistent structure that associates elements with keys, typically numeric or character (string). They store elements sorted by key, with stable first-in-first-out (FIFO) behavior for duplicate keys, and provide fast key-based lookup, range queries over keys, and insertion. All operations are persistent, and return modified copies. Peeking by key returns the stored element (which may be any type), popping returns a list with `$value` containing the stored element, `$key` the key, and `$remaining` the rest of the sequence without that element. ```{r} xs <- ordered_sequence("a1", "b1", "b2", "c1", keys = c(1, 2, 2, 3)) xs ``` The `as_ordered_sequence()` variant builds a sequence from a vector or list of elements paired with a key vector, useful when keys are already in a separate vector. ```{r} xs2 <- as_ordered_sequence(c(3, 1, 2, 1), keys = letters[1:4]) xs2 ``` `as_flexseq(xs)` returns a payload-only `flexseq`; keys and any custom monoids are dropped (see `as.list` to convert and preservekey metadata). ## Peek, pop, insert, and range query by key Insertion is by key, and *keys may be duplicated*. ```{r} seq <- as_ordered_sequence(1:3, keys = letters[1:3]) seq2 <- insert(seq, 10, key = "b") seq2 ``` `pop_key()` removes and returns the first match for a key as `$value`/`$key`/`$remaining`. Its "all" counterpart `pop_all_key()` removes the entire tie run for that key, returning `$elements` (an ordered sequence of removed matches) and `$remaining`. ```{r} one <- pop_key(seq, key = "b") one$value one$key one$remaining all_two <- pop_all_key(seq, "b") all_two$elements all_two$remaining ``` Keys may be counted, and elements accessed; `peek_key()` returns one element, the first in insertion order. `peek_all_key()` returns an ordered sequence with all matching keys. ```{r} count_key(seq, key = "b") peek_key(seq, key = "b") peek_all_key(seq, key = "b") ``` Counting and accessing elements over query ranges support inclusive/exclusive on both sides (defaulting to `TRUE`). ```{r} elements_between(seq, from_key = "b", to_key ="c", include_from = TRUE, include_to = TRUE) count_between(seq, from_key = "b", to_key = "c", include_from = TRUE, include_to = TRUE) # exclude "b" keys elements_between(seq, from_key = "b", to_key ="c", include_from = FALSE, include_to = TRUE) ``` ## Key boundaries, and extrema `lower_bound()` finds the first element with key `>=` a query key; `upper_bound()` finds the first with key strictly `>`. Both return a list with `$found`, `$index`, `$value`, and `$key` (`NULL` fields when no match exists). Together they support successor queries ("find the nearest entry at or above this key") and duplicate counting via index arithmetic. ```{r} seq <- as_ordered_sequence(1:4, keys = c("b", "d", "d", "f")) lower_bound(seq, key = "d") |> str() upper_bound(seq, key = "d") |> str() ``` When the query key falls between or outside existing keys, `lower_bound()` returns the next entry at or above, useful for nearest-match lookups. Both return `found = FALSE` when no keys satisfy the condition. ```{r} lower_bound(seq, key = "a") |> str() upper_bound(seq, key = "g") |> str() ``` The difference `upper_bound(x, k)$index - lower_bound(x, k)$index` gives the count of entries with key `k` (this is what `count_key()` does internally). ```{r} upper_bound(seq, key = "d")$index - lower_bound(seq, key = "d")$index count_key(seq, key = "d") ``` `min_key()` and `max_key()` return the current minimum and maximum *keys* (not the stored elements). ```{r} min_key(xs) max_key(xs) min_key(ordered_sequence()) # NULL when empty ``` Because keys are stored in sorted order, ordered sequences also support the positional operators inherited from `flexseq` — `peek_at()`, `pop_front()`, `pop_back()`, and `pop_at()`. On an ordered sequence the pops additionally return `$key` (alongside `$value`/`$remaining`), and `key_at()` reads the key at a one-based position without removing anything: the positional companion to `peek_at()` (which reads the value there) and the general form of `min_key()`/`max_key()`. ```{r} key_at(xs, 2) # key at position 2 key_at(xs, 1) == min_key(xs) # first position holds the minimum key key_at(xs, length(xs)) == max_key(xs) # last position holds the maximum key key_at(xs, 10) # NULL when out of bounds front <- pop_front(xs) # positional pop carries the key too front$value front$key ``` `nearest_key()` returns the existing key closest to a query, which then composes with `peek_key()` / `pop_key()` to read or remove the matching element. It resolves by order alone at the extremes and on an exact hit, and only needs a distance metric when the query falls strictly between two distinct keys — so it supports `numeric`, `Date`, and `POSIXct` keys there. An equidistant tie between two distinct keys is resolved by `ties` — `"lower"` (default), `"upper"`, or `"both"` (returns both keys). For `character` keys the between-case is undefined ("is `"Ben"` closer to `"Alex"` or `"Charlie"`?") and errors; use `lower_bound()` / `peek_key()` for order-based lookup instead. ```{r} nearest_key(xs, 2.4) # between 2 and 3 -> closer key (2) nearest_key(xs, 0) # below all -> min_key (1) nearest_key(xs, 2.5, ties = "both") # exactly between 2 and 3 -> c(2, 3) k <- nearest_key(xs, 2.4) # locate, then act with the keyed helpers pop_key(xs, k)$value ``` ## Empty sequences Key and range helpers are non-throwing on empty sequences, and `length()` allows for empty checking. ```{r} empty_os <- ordered_sequence() length(empty_os) peek_key(empty_os, 1) count_between(empty_os, 1, 5) ``` ## Named ordered sequences Ordered sequences can carry names, set either at construction or through `as_ordered_sequence()` on a named list. Names and integer positions both support read-only indexing via `[`, `[[`, and `$`. All replacement forms (`[<-`, `[[<-`, `$<-`) error, because index-based assignment may break the ordering invariant. Ordered sequences may be cast down with `as_flexseq()` or `as.list()`. Named and unnamed elements cannot be mixed within one sequence. ```{r} xs_named <- as_ordered_sequence( setNames(list("alice", "bob", "carol"), c("a", "b", "c")), keys = c(3, 1, 2) ) xs_named xs_named[["b"]] xs_named[c("a", "c")] xs_named[1] # positional read also works try(xs_named$a <- "!!") # replacement blocked ``` ## Transforming, iterating, merging `fapply()` maps a function over elements while preserving keys and order. The function receives `(value, key)`, or `(value, key, name)` if it accepts a third argument. Keys and names are passed in read-only, and the return value replaces the stored element at the associated key (and name if named). ```{r} xs_t <- ordered_sequence("alice", "bob", "carol", keys = c(3, 1, 2)) fapply(xs_t, function(value, key) toupper(value)) ``` `loop()` (re-exported from the **coro** package) walks the sequence in key-ascending order, yielding bare values. Keys are dropped from each yield; use `fapply()` if your callback needs the key alongside the value, or iterate over `as.list()` when you want a list keyed by name. ```{r} loop(for (v in xs_t) print(v)) ``` Plain `for (v in xs_t)` (without `loop()`) does *not* dispatch to the iteration protocol, it walks the underlying internal structure and yields those rather than sequence elements. Always wrap with `loop()`. `merge(x, y)` combines two ordered sequences into a new one in key order, preserving left-biased FIFO on duplicate keys (all of `x`'s entries at a tied key precede `y`'s). The general case runs in O(m + n); when the key ranges are disjoint it collapses to O(log(min(m, n))) via concat. ```{r} a <- as_ordered_sequence(c("a1", "a2", "a3"), keys = c(1, 3, 5)) b <- as_ordered_sequence(c("b1", "b2", "b3"), keys = c(2, 3, 6)) merge(a, b) ``` Both sequences must share the same key type and monoid set; mismatches error. Both inputs are left unmodified. ## Example: scalar matching without replacement Many potential uses for ordered sequences are handled well by named lists and vectors, where access-by-key is the primary functionality. In some cases we need to dynamically find, add, and remove elements by key, but as `vignette("benchmarks", package = "Immutables")` shows these operations are excessively slow on large base-R structures. Matching without replacement is one such case, often employed for cohort matching purposes in observational studies using propensity scores. Foregoing details, "treated" patients are matched to a subset of distinct "control" patients with similar scores. We start by simulating some populations and scores, and initialize an empty `flexseq` to store matches. We also convert the treated and untreated row numbers (serving as identifiers) to ordered sequences, keyed by their score. ```{r} set.seed(100) n_patients <- 200 patients <- data.frame(treated = sample(c(TRUE, FALSE), n_patients, prob = c(0.1, 0.9), replace = TRUE), score = runif(n_patients)) # row numbers act as identifiers treated_rows <- which(patients$treated) treated_scores <- patients$score[patients$treated] untreated_rows <- which(!patients$treated) untreated_scores <- patients$score[!patients$treated] matches <- flexseq() treated_seq <- as_ordered_sequence(treated_rows, keys = treated_scores) untreated_seq <- as_ordered_sequence(untreated_rows, keys = untreated_scores) ``` Matching itself is a simple greedy selection. Popping treated patients in order, each is matched to their nearest untreated record by score key, using `nearest_key()`. That patient is popped from wherever it was located, and a data frame describing the match is pushed onto the accumulating `flexseq`. This example also illustrates collecting these into a single result data frame for use after. ```{r} while(length(treated_seq) > 0) { # no untreated patients left to match against if (length(untreated_seq) == 0L) break # pop the first (lowest-score) treated patient front_el <- pop_front(treated_seq) treated_seq <- front_el$remaining treated_pt_score <- front_el$key treated_pt_row <- front_el$value # find and remove the nearest-score untreated patient match_key <- nearest_key(untreated_seq, treated_pt_score) match_el <- pop_key(untreated_seq, match_key) untreated_seq <- match_el$remaining untreated_pt_score <- match_el$key untreated_pt_row <- match_el$value match_row <- data.frame(treated_pt_row, treated_pt_score, untreated_pt_row, untreated_pt_score) matches <- push_back(matches, match_row) } match_df <- do.call(rbind, as.list(matches)) head(match_df) ```