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weightflow

Declarative, pipeable survey weighting in base R — from design weights to calibrated, variance-ready weights.

weightflow builds survey weights by chaining hierarchical adjustments with a tidymodels-style API, and estimates their variances with a bootstrap that re-applies the whole recipe on each replicate. It has no hard dependencies (base R, R >= 4.1) and bridges to survey/srvyr for design-based inference.

Installation

# install.packages("remotes")
remotes::install_github("jpferreira33/weightflow")

The idea

A recipe is inert: building it computes nothing. prep() walks the steps in order and estimates the cascade of factors; collect_weights() extracts the final weights. Separating define from apply makes the whole process reproducible and auditable, and it is exactly what lets the bootstrap re-run the entire cascade per replicate.

library(weightflow)

recipe <- weighting_spec(sample_survey, base_weights = pw) |>
  step_unknown_eligibility(unknown = unknown_elig, by = "region") |>
  step_nonresponse(respondent = responded, method = "weighting_class",
                   by = c("region", "sex")) |>
  step_calibrate(method = "raking",
                 margins = list(region = c(table(population$region)),
                                sex    = c(table(population$sex))))

fitted <- prep(recipe)              # estimate the cascade
summary(fitted)                     # per-stage diagnostics + Kish deff
wts    <- collect_weights(fitted)   # data.frame with .weight

What it does

Adjustment steps, applied in the order you pipe them:

Step	What it does
`step_unknown_eligibility()`	Redistribute unknown-eligibility cases among the known ones (person- or household-level via `cluster`).
`step_drop_ineligible()`	Zero out out-of-scope units.
`step_select_within()`	Within-household selection (unequal `prob` or equal `n_eligible`).
`step_nonresponse()`	Weighting classes or propensity (logit / CART / random forest), person- or household-level.
`step_calibrate()`	Raking, post-stratification, linear/GREG; bounded (Deville-Särndal) and integrative (one weight per household) options.
`step_model_calibration()`	Wu-Sitter model calibration with working models for the outcomes.
`step_trim()`, `step_trim_weights()`	Manual or automatic survey-style trimming, insertable anywhere.
`step_round()`, `step_rescale()`	Integer rounding and rescaling to a size or total.
`step_assert()`	Quality checkpoint on deff, weight ratio or effective n.

Eligibility and response accept 0/1 dummy columns or any logical condition.

Diagnostics and reporting: summary() and plot() show the per-stage cascade with the Kish design effect (deff = 1 + CV²) and effective sample size; weight_factors() returns the per-unit, per-step factors; report_weighting() writes a self-contained HTML report — pipeline diagram, variables used, per-stage summaries and per-step visuals — with no graphics device or server required.

Variance estimation (see the Variance estimation article):

boot <- bootstrap_weights(recipe, replicates = 500, strata = "region", psu = "psu")
boot_mean(boot, "income")           # estimate, SE and CI
as_svydesign(fitted, ids = "psu", strata = "region")   # survey linearization
collect_replicate_weights(boot)     # replicate weights, ready for srvyr

The bootstrap resamples PSUs within strata (Rao-Wu rescaling bootstrap) and re-applies the recipe on each replicate, so the replicate weights carry the variability of every adjustment.

Example data

Three bundled datasets: population (the frame), sample_survey (take-all roster) and sample_one (multistage select-one design), all with stratum, PSU and design weight, so the full pipeline and the variance methods run natively.

Extending

apply_step() is the internal S3 generic behind each step. To add an adjustment, define a step_*() constructor (inert) and its apply_step.<class>() method — nothing else changes.

References

General framework

Valliant, R., Dever, J. A., & Kreuter, F. (2018). Practical Tools for Designing and Weighting Survey Samples (2nd ed.). Springer.
Särndal, C.-E., Swensson, B., & Wretman, J. (1992). Model Assisted Survey Sampling. Springer.

Nonresponse

Särndal, C.-E., & Lundström, S. (2005). Estimation in Surveys with Nonresponse. Wiley.
Little, R. J. A. (1986). Survey nonresponse adjustments for estimates of means. International Statistical Review, 54(2), 139–157.

Calibration

Deville, J.-C., & Särndal, C.-E. (1992). Calibration estimators in survey sampling. JASA, 87(418), 376–382.
Deville, J.-C., Särndal, C.-E., & Sautory, O. (1993). Generalized raking procedures in survey sampling. JASA, 88(423), 1013–1020.
Deming, W. E., & Stephan, F. F. (1940). On a least squares adjustment of a sampled frequency table. Annals of Mathematical Statistics, 11(4), 427–444.
Lemaître, G., & Dufour, J. (1987). An integrated method for weighting persons and families. Survey Methodology, 13(2), 199–207.
Wu, C., & Sitter, R. R. (2001). A model-calibration approach to using complete auxiliary information from survey data. JASA, 96(453), 185–193.

Design effect and trimming

Kish, L. (1965). Survey Sampling. Wiley. — and Kish, L. (1992). Weighting for unequal Pi. Journal of Official Statistics, 8(2), 183–200.
Potter, F. J. (1990). A study of procedures to identify and trim extreme sample weights. Proc. ASA Survey Research Methods Section, 225–230.
Potter, F., & Zheng, Y. (2015). Methods and issues in trimming extreme weights in sample surveys. Proc. ASA Survey Research Methods Section.

Variance estimation

Rao, J. N. K., & Wu, C. F. J. (1988). Resampling inference with complex survey data. JASA, 83(401), 231–241.
Rao, J. N. K., Wu, C. F. J., & Yue, K. (1992). Some recent work on resampling methods for complex surveys. Survey Methodology, 18(2), 209–217.
Preston, J. (2009). Rescaled bootstrap for stratified multistage sampling. Survey Methodology, 35(2), 227–234.
Wolter, K. M. (2007). Introduction to Variance Estimation (2nd ed.). Springer.
Lumley, T. (2010). Complex Surveys: A Guide to Analysis Using R. Wiley.

License

These binaries (installable software) and packages are in development.
They may not be fully stable and should be used with caution. We make no claims about them.
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