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@isofer isofer commented Nov 21, 2025

MMM Plot Suite Migration: arviz_plots Multi-Backend Support

Summary

This PR introduces a new version of MMMPlotSuite built on arviz_plots, enabling multi-backend plotting (matplotlib, plotly, bokeh) while preserving full backward compatibility. The original matplotlib-only implementation is preserved as LegacyMMMPlotSuite and remains the default in v0.18.0, with users able to opt into the new suite via configuration.
This closes #2083 and #2081 (duplicated).

Key highlights:

  • ✨ New arviz_plots-based plotting suite with multi-backend support
  • 🔄 Original matplotlib suite preserved as LegacyMMMPlotSuite
  • ⚙️ Configuration system for version control and backend selection
  • ✅ Comprehensive test coverage (~3000+ lines)
  • 🔧 Zero breaking changes (backward compatible by default)

Key Changes

🎨 New Multi-Backend Plotting Suite (plot.py)

Complete rewrite of MMMPlotSuite using arviz_plots:

  • Multi-backend support: matplotlib, plotly, and bokeh
  • Returns: PlotCollection objects instead of (Figure, Axes) tuples
  • All plot methods migrated:
    • posterior_predictive() - Posterior predictive time series
    • contributions_over_time() - Variable contributions over time with HDI
    • saturation_scatterplot() - Channel saturation scatter plots
    • saturation_curves() - Saturation curves with samples and HDI overlays
    • budget_allocation_roas() - Budget allocation ROAS distributions
    • allocated_contribution_by_channel_over_time() - Allocated contributions
    • sensitivity_analysis() - Sensitivity analysis results
    • uplift_curve() - Uplift curves
    • marginal_curve() - Marginal effects

Architectural improvements:

  • Data parameter standardization: All methods accept explicit data parameters with fallback to self.idata
  • Backend resolution: _resolve_backend() handles global config with per-method override
  • Cleaner helpers: Removed matplotlib-specific internal methods like _init_subplots(), _build_subplot_title(), _add_median_and_hdi()

🔄 Backward Compatibility & Legacy Suite

Legacy Suite Created (legacy_plot.py, 1,937 lines):

  • New file: Complete copy of original matplotlib-only implementation
  • Class name: LegacyMMMPlotSuite
  • Functionality: Unchanged - maintains exact matplotlib-only behavior
  • Status: Deprecated, removal planned for v0.20.0

Version Switching (multidimensional.py):
Modified MMM.plot property to support version control:

@property
def plot(self):
    if mmm_config.get("plot.use_v2", False):
        return MMMPlotSuite(idata=self.idata)  # New arviz_plots suite
    else:
        # Shows deprecation warning
        return LegacyMMMPlotSuite(idata=self.idata)  # Legacy matplotlib suite

Deprecation Timeline:

  • v0.18.0 (this release): Legacy default, new suite opt-in
  • v0.19.0 (planned): New suite becomes default
  • v0.20.0 (planned): Legacy suite removed

⚙️ Configuration System (config.py - NEW)

Added global MMM configuration (156 lines):

from pymc_marketing.mmm import mmm_config

# Configuration options:
mmm_config["plot.backend"] = "matplotlib" | "plotly" | "bokeh"  # Default: "matplotlib"
mmm_config["plot.use_v2"] = False  # True = new suite, False = legacy (default)
mmm_config["plot.show_warnings"] = True  # Control deprecation warnings

Features:

  • Backend validation with helpful warnings
  • Modeled after ArviZ's rcParams pattern
  • Per-method override via backend parameter on all plot methods
  • Exported via pymc_marketing.mmm for easy access

📊 API Improvements

  • Data parameter standardization: All methods accept explicit data parameters with fallback to self.idata
    • contributions_over_time(data=...)
    • saturation_scatterplot(constant_data=..., posterior_data=...)
    • saturation_curves(constant_data=..., posterior_data=...)
    • sensitivity_analysis(data=...), uplift_curve(data=...), marginal_curve(data=...)

🧪 Comprehensive Testing (~3,100 lines of test code)

New Test Files:

  • tests/mmm/conftest.py (307 lines): Shared fixtures for all plotting tests
  • tests/mmm/test_plot.py (1,719 lines): Rewritten for new suite
    • All methods tested with new arviz_plots implementation
    • PlotCollection return type validation
    • Backend parameter tests
  • tests/mmm/test_legacy_plot.py (1,054 lines): Full legacy suite coverage
    • Complete test suite for matplotlib-only implementation
    • Ensures legacy behavior preserved
  • tests/mmm/test_plot_compatibility.py (475 lines): Version switching tests
    • Tests mmm_config["plot.use_v2"] switching
    • Validates correct suite returned
    • Deprecation warning tests
  • tests/mmm/test_plot_data_parameters.py (120 lines): Data parameter validation
  • tests/mmm/test_legacy_plot_imports.py (33 lines): Import validation
  • tests/mmm/test_legacy_plot_regression.py (56 lines): Legacy behavior regression tests

Breaking Changes

Return Types

Legacy (matplotlib-only):

fig, axes = mmm.plot.posterior_predictive()

New (multi-backend):

pc = mmm.plot.posterior_predictive()
pc.show()  # Display
pc.save("plot.png")  # Save

Parameter Changes

  • posterior_predictive(var=...): Now accepts str instead of list[str] (call multiple times for multiple variables)
  • All methods: Removed ax, figsize, colors, subplot_kwargs, rc_params parameters (use PlotCollection API instead)
  • All methods: Added backend parameter for per-method override

Method Changes

  • budget_allocation(): Now a deprecated wrapper that calls budget_allocation_roas() with deprecation warning
  • budget_allocation_roas(): New primary method for budget allocation visualizations

Migration Guide

Quick Start

from pymc_marketing.mmm import mmm_config

# Enable new plotting suite
mmm_config["plot.use_v2"] = True

# Set global backend
mmm_config["plot.backend"] = "plotly"

# Use plots
pc = mmm.plot.posterior_predictive()
pc.show()

Opting Out (Temporary)

# Use legacy suite (will show deprecation warning)
mmm_config["plot.use_v2"] = False
fig, ax = mmm.plot.posterior_predictive()

Files Changed

Statistics: 15 files changed, 9,092 insertions(+), 1,886 deletions(-)

New Files

  • pymc_marketing/mmm/config.py (156 lines)
  • pymc_marketing/mmm/legacy_plot.py (1,937 lines)
  • tests/mmm/conftest.py (307 lines)
  • tests/mmm/test_legacy_plot.py (1,054 lines)
  • tests/mmm/test_legacy_plot_imports.py (33 lines)
  • tests/mmm/test_legacy_plot_regression.py (56 lines)
  • tests/mmm/test_plot_compatibility.py (475 lines)
  • tests/mmm/test_plot_data_parameters.py (120 lines)
  • CLAUDE.md (272 lines)

Modified Files

  • pymc_marketing/mmm/__init__.py (+2 lines: export mmm_config)
  • pymc_marketing/mmm/plot.py (complete rewrite: ~2660 lines changed)
  • pymc_marketing/mmm/multidimensional.py (+54 lines: version control logic)
  • tests/mmm/test_plot.py (heavily rewritten: 1719 lines)
  • .gitignore (+3 lines)
  • CLAUDE.md (NEW, 272 lines: project documentation)

Testing

  • ✅ All new suite methods tested with all 3 backends (matplotlib, plotly, bokeh)
  • ✅ Backend configuration and override tests
  • ✅ Version switching and deprecation warning tests
  • ✅ Return type compatibility tests
  • ✅ Data parameter functionality tests
  • ✅ Legacy suite tests preserved and passing

Documentation

  • CLAUDE.md: Added comprehensive MMM plotting architecture documentation
  • config.py: Extensive docstrings with usage examples
  • Method docstrings: Updated with:
    • PlotCollection return types
    • backend parameter documentation
    • Version directives (.. versionadded::, .. versionchanged::)
    • Data parameter documentation
  • Deprecation warnings: Include migration timeline and guide references

Timeline

  • v0.18.0 (this PR): Introduce new suite with legacy as default + deprecation warning
  • v0.19.0: Switch default to new suite (plot.use_v2 = True)
  • v0.20.0: Remove legacy suite entirely

Checklist

  • New arviz_plots-based suite implemented
  • Legacy suite preserved and renamed
  • Configuration system with backend support
  • Version control with deprecation warnings
  • Data parameter standardization
  • Monkey-patching eliminated
  • Comprehensive test coverage (>95%)
  • All tests passing
  • Linting and type checking passing
  • Docstrings updated
  • Backward compatibility maintained (legacy is default)

Notes

  • Zero breaking changes for existing users (legacy suite remains default)
  • Opt-in migration via mmm_config["plot.use_v2"] = True
  • Clear deprecation timeline with helpful warnings
  • Git history preserved for renamed files (use git log --follow)

📚 Documentation preview 📚: https://pymc-marketing--2098.org.readthedocs.build/en/2098/

@isofer isofer marked this pull request as ready for review November 21, 2025 21:14
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remove this

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We already added claude commands and skills to the repo so it seems appropriate to add this file.

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Can it be renamed to AGENTS.md then if this if general enough then.

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Claude.md, like the skills and commands that were already uploaded, are used by Claude code. It expect for a with that name and these set of folders.
The text in Claude.md like the skills and command is very generic and can be used by any AI Platform, but we need this specific structure to get the most of Claude code.
So I don't think it make sense to change the name of this file while leaving all the .claude folder.

The current status of the repo is weird, we uploaded skills and command which mean we support Claude Code, but we are missing Claude.md, so Claude Code cannot run on this repo.
I think we should either go all-in and support claude code and add the Claude.md file, or remove the .claude folder. I prefer to add Claude.md

@github-actions github-actions bot added the plots label Nov 22, 2025
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codecov bot commented Nov 22, 2025

Codecov Report

❌ Patch coverage is 77.61905% with 141 lines in your changes missing coverage. Please review.
✅ Project coverage is 92.65%. Comparing base (4983c1e) to head (e9a05ba).

Files with missing lines Patch % Lines
pymc_marketing/mmm/legacy_plot.py 76.61% 141 Missing ⚠️
Additional details and impacted files
@@            Coverage Diff             @@
##             main    #2098      +/-   ##
==========================================
+ Coverage   92.57%   92.65%   +0.07%     
==========================================
  Files          69       71       +2     
  Lines        9430     9760     +330     
==========================================
+ Hits         8730     9043     +313     
- Misses        700      717      +17     

☔ View full report in Codecov by Sentry.
📢 Have feedback on the report? Share it here.

🚀 New features to boost your workflow:
  • ❄️ Test Analytics: Detect flaky tests, report on failures, and find test suite problems.

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Just a few docstrings changes.

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Can it be renamed to AGENTS.md then if this if general enough then.

Comment on lines 19 to 33
def test_legacy_plot_module_exists():
"""Test that legacy_plot module exists and can be imported."""
try:
from pymc_marketing.mmm import legacy_plot

assert hasattr(legacy_plot, "LegacyMMMPlotSuite")
except ImportError as e:
pytest.fail(f"Failed to import legacy_plot: {e}")


def test_legacy_class_name():
"""Test that legacy suite class is named LegacyMMMPlotSuite."""
from pymc_marketing.mmm.legacy_plot import LegacyMMMPlotSuite

assert LegacyMMMPlotSuite.__name__ == "LegacyMMMPlotSuite"
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remove. These tests will be obvious failures based on other tests.

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done

Comment on lines 288 to 292
def _resolve_backend(self, backend: str | None) -> str:
"""Resolve backend parameter to actual backend string."""
from pymc_marketing.mmm.config import mmm_config

return backend or mmm_config["plot.backend"]
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Why not toplevel import?

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sorry, agent generated code. I didn't catch it. fixed

Comment on lines 23 to 40
def test_contributions_over_time_accepts_data_parameter(mock_posterior_data):
"""Test that contributions_over_time accepts data parameter."""
# Create suite without idata
suite = MMMPlotSuite(idata=None)

# Should work with explicit data parameter
pc = suite.contributions_over_time(var=["intercept"], data=mock_posterior_data)

assert isinstance(pc, arviz_plots.PlotCollection)


def test_contributions_over_time_data_parameter_fallback(mock_idata_with_posterior):
"""Test that contributions_over_time falls back to self.idata.posterior."""
suite = MMMPlotSuite(idata=mock_idata_with_posterior)

# Should work without data parameter (fallback)
pc = suite.contributions_over_time(var=["intercept"])

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@copilot use pytest.mark.parametrize to combine these two tests

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I think these are fine to keep separated.

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Copilot AI commented Nov 26, 2025

@williambdean I've opened a new pull request, #2103, to work on those changes. Once the pull request is ready, I'll request review from you.

Comment on lines 2111 to 2119
raise NotImplementedError(
"budget_allocation() was removed in MMMPlotSuite v2.\n\n"
"The new arviz_plots-based implementation doesn't support this chart type.\n\n"
"Alternatives:\n"
" 1. For ROI distributions: use budget_allocation_roas()\n"
" 2. To use old method: set mmm_config['plot.use_v2'] = False\n"
" 3. Implement custom bar chart using the samples data\n\n"
"See documentation: https://docs.pymc-marketing.io/en/latest/mmm/plotting_migration.html#budget-allocation"
)
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Is the goal to remove these missing methods entirely in 0.20.0 ? Or will they only exist for the matplotlib backend ?

CC: @cetagostini

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I've consulted with @cetagostini regarding this change, and followed his recommendation.
His point was that the current implementation of this graph is not the best, and so we decided to create budget_allocation_roas and deprecated budget_allocation entirely.
in 0.20.0 we will remove LegacyMMMPlotSuite and only the new suite will be available.

@isofer isofer changed the title Feature/mmmplotsuite arviz MMM Plot Suite Migration: arviz_plots Multi-Backend Support Nov 27, 2025
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isofer commented Nov 27, 2025

@williambdean @cetagostini
I've replied/ addressed all comments.
One change that I just pushed is renaming the MMMConfig to MMMPlotConfig and also the instance of mmm_config to mmm_plot_config. The reason was simple - this is a configuration dictionary that affects only plotting but the name implied that it much more general. I don't want people think it affects the model itself or other things that it doesn't affect.

* Initial plan

* Combine contributions_over_time tests using pytest.mark.parametrize

Co-authored-by: williambdean <57733339+williambdean@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: williambdean <57733339+williambdean@users.noreply.github.com>
Co-authored-by: Juan Orduz <juanitorduz@gmail.com>
@nialloulton
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bugbot run

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cursor bot commented Dec 2, 2025

PR Summary

Adds a new arviz_plots-based multi-backend MMM plotting suite with a config-gated switch from the legacy matplotlib suite, plus comprehensive tests and dependency updates.

  • Plotting (new v2 suite):
    • Rewrites pymc_marketing/mmm/plot.py to use arviz_plots and return PlotCollection; supports matplotlib, plotly, bokeh.
    • Adds budget_allocation_roas() and modernizes all existing plot methods (posterior predictive, contributions, saturation, sensitivity, uplift, marginal).
    • Removes budget_allocation() in v2 (raises NotImplementedError); available via legacy suite.
  • Legacy Suite:
    • Adds pymc_marketing/mmm/legacy_plot.py preserving the original matplotlib-only API/behavior.
  • Config & Switching:
    • Introduces mmm_plot_config (pymc_marketing/mmm/config.py) to select backend and toggle v2 via plot.use_v2 with warning controls.
    • Updates MMM.plot to return v2 or legacy suite based on mmm_plot_config, with deprecation warnings for legacy.
  • API Improvements:
    • Standardizes explicit data params for plot methods (e.g., data=, constant_data=, posterior_data=) with idata fallbacks.
  • Tests:
    • Adds extensive tests for v2, legacy behavior, version switching, data parameter handling, and backend coverage.
  • Deps & Env:
    • Adds arviz_plots to dependencies (base and optional backends) and environment.
  • Docs/Meta:
    • Adds CLAUDE.md guidance and updates __init__.py exports.

Written by Cursor Bugbot for commit e9a05ba. This will update automatically on new commits. Configure here.

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@cursor review

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isofer commented Dec 2, 2025

@nialloulton Great! Cursor was able to find bug in the legacy code that we are deprecating.


- Returns PlotCollection instead of (Figure, Axes)
- Lost colors, subplot_kwargs, rc_params parameters
- Different HDI calculation (uses arviz_plots instead of custom)
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looking at the deleted code, it looks like before az.plot_hdi was used, so the HDI calculation hasn't really changed. The only difference is internal to this method. Now hdi computation is explicit (but still implicit for users) whereas before both hdi computation and plotting was delegated to arviz in a single call.

Breaking changes from legacy implementation:

- Returns PlotCollection instead of (Figure, Axes)
- Lost colors, subplot_kwargs, rc_params parameters
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If we add a colors argument to saturation_scatterplot we can easily keep the argument here. IIUC, that argument was a list of colors with the same length as the channel dimension. As we are already adding the aes={"color": ["channel"]} in the initialization of the plotcollection in saturation_scatterplot we can add color key when initializing the plotcollection if the colors argument is provided. If not provided then we don't send anything to plotcollection and the default cycle will be used.

Example of custom aesthetic mapping cycle: https://arviz-plots.readthedocs.io/en/latest/tutorials/plots_intro.html#adding-aesthetic-mappings-to-a-visualization (first example has default cycle, second example in that section modifies it)

Breaking changes from legacy implementation:

- Returns PlotCollection instead of (Figure, Axes)
- Variable names must be passed in a list (was already list in legacy)
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this doesn't look like a breaking change, the behaviour seems unchanged according to the docstring.

Also, the previous plotting mehtod mentions different plotting saving API. I think this is a corollary of the returned object changing, but I think ideally we'd keep that consistent, either mention the bullet point everywhere or nowhere (or everywhere but as a note of the first return type bullet point)

Breaking changes from legacy implementation:

- Returns PlotCollection instead of (Figure, Axes)
- Lost **kwargs for matplotlib customization (use backend-specific methods)
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from what I can see, kwargs could only change the figure size through width_per_col and height_per_row. I would make the message either more specific or more actionable (for example pointing to how one can change the figuresize now, even if matplotlib only example).

If additional dimensions besides 'channel', 'date', and 'sample' are present,
creates a subplot for each combination of these dimensions.
- Returns PlotCollection instead of (Figure, Axes)
- Lost scale_factor, lower_quantile, upper_quantile, figsize, ax parameters
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if the ax parameter was there to help call the method multiple times affecting always the same figure it might be better to add a plot_collection argument to continue allowing this behaviour.

figsize could also be kept and passed to .wrap as figure_kwargs={..., "figsize": figsize}, similar to sharex. However doing this only here might not make much sense, if we want this to be easily accessible to users we should add figsize to all plots (or a way to pass arguments to .wrap or .grid methods)

if subplot_dims[1] is not None:
title_parts.append(f"{subplot_dims[1]}={col_val}")
# plot hdi
hdi = samples[channel_contrib_var].azstats.hdi(hdi_prob, dim="sample")
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this can be changed to azstats.eti to keep using quantile based intervals instead of switching to HDI.

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MMMPlotSuite new backend support (Plotly and Bokeh)

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