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# app.py β Agentic AI Systems for Large Scale Content Analysis
# ============================================================================
#
# PURPOSE
# -------
# A chat-driven Gradio app that demonstrates FOUR different backend
# implementations of the same agent task, side by side. This file is the
# UI SHELL ONLY β it owns the chat, the tabs, the data source loaders,
# the training panels, and the download list. It knows nothing about how
# any individual backend works; it dispatches through a 4-symbol contract.
#
# THE FOUR BACKENDS
# -----------------
# agent_workflow.py β Workflow: 2-step prompt chain, no tools (raw SDK)
# agent_py.py β Simple Python Agent: tool-calling loop (raw SDK)
# agent_langchain.py β LangChain AgentExecutor with tool calling
# agent_langgraph.py β LangGraph state graph with supervisor + task nodes
#
# THE CONTRACT (every backend file exports these four symbols)
# ------------------------------------------------------------
# BACKEND_NAME β string shown in the UI radio
# get_client(api_key) β returns whatever 'client' the runner needs
# run(client, user_message) β returns {"reply", "steps", "extracted"}
# build_code_snippets(user_message, steps) -> str β for the Code tab
#
# Adding a new backend = new file with these four symbols, then one
# import line in ZONE 2 and a registration into BACKENDS dict. No
# handler, UI, or wiring changes.
#
# GRACEFUL DEGRADATION
# --------------------
# agent_langchain and agent_langgraph are imported inside try/except.
# If langchain / langchain-mistralai / langgraph are not installed, those
# modes are silently hidden from the radio at startup and a warning prints
# to the console. The app keeps running with Workflow + Simple Python Agent.
#
# CODE ORGANIZATION
# -----------------
# ZONE 1: Imports & constants
# ZONE 2: Backend imports + helpers (save_json_artifact, build_outputs, ...)
# ZONE 3: Action handlers (wired to UI buttons)
# ZONE 4: UI definition (gr.Blocks)
# ZONE 5: Event wiring (.click handlers β the glue)
#
# LOGICAL FLOW OF ONE CHAT TURN
# -----------------------------
# User types in chat, clicks Send.
# -> send_btn.click fires process_message(...)
# -> if loaded_context is set, prepend it to user_message
# -> backend = BACKENDS[mode]
# -> client = backend.get_client(api_key)
# -> result = backend.run(client, effective_message)
# -> returns {reply, steps, extracted}
# -> build_outputs() produces table / chart / code / extracted JSON
# -> calls backend.build_code_snippets(...) for the Code tab
# -> save_json_artifact() writes a timestamped run_*.json
# -> returns 8 values matching the chat_outputs list in ZONE 5
# 1. new chat history -> chatbot
# 2. steps dataframe -> Results > Table
# 3. extracted JSON -> Results > Extracted
# 4. chart dataframe -> Visuals
# 5. code snippet -> Results > Code
# 6. downloads list -> downloads_state
# 7. downloads list (same) -> Downloads tab file list
# 8. empty string -> chat_input (clears it)
#
# DATA SOURCE LOADERS follow a shorter pattern:
# User loads a URL / PDF / spreadsheet / ML examples -> saves JSON artifact,
# appends to downloads, updates loaded_context_state for next chat turn.
# Returns 5 values: preview, status, context, downloads_state, downloads_files.
#
# THE TWO RULES THAT WILL SAVE YOU PAIN
# -------------------------------------
# 1. Handler return order MUST match its wiring outputs list.
# Function returns N values -> outputs=[c1, c2, ..., cN] must have N items
# in the same order. Mismatch is the #1 source of silent breakage.
#
# 2. All chat handlers (process_message, submit_form, new_chat) share
# the same chat_outputs list. If you change the shape of one, change
# all three at once.
#
# WHERE TO ADD NEW THINGS
# -----------------------
# New backend -> Create agent_<name>.py with the 4 contract symbols,
# add one import line in ZONE 2, add it to BACKENDS.
# Nothing else changes.
#
# New top-level tab -> ZONE 4 inside outer gr.Tabs()
# + handler in ZONE 3
# + wiring in ZONE 5
#
# New sub-tab -> ZONE 4 inside the parent tab's inner gr.Tabs()
# + handler in ZONE 3 following scrape_url pattern
# + wiring in ZONE 5 following scrape_btn pattern
#
# New output display -> ZONE 4 component + expand build_outputs in ZONE 2
# + add to chat_outputs list
# + update process_message, submit_form, new_chat
# to return one more value in the matching position
#
# New data source -> Same as sub-tab. Always call save_json_artifact()
# and always return the 5-tuple shape.
#
# New agent tool -> Edit tools.py only. Add function to TOOL_FUNCTIONS
# dict and schema to TOOL_SCHEMAS list. The raw-SDK
# backends pick it up automatically. For LangChain
# and LangGraph, also wrap it with @lc_tool in
# agent_langchain.py and (if math/info scoped) add
# to MATH_TOOLS or INFO_TOOLS in agent_langgraph.py.
#
# New field in an -> Find the `artifact = {...}` dict in the relevant
# existing JSON handler in ZONE 3 and add your key.
#
# ============================================================================
# ============================================================================
# ZONE 1 β Imports & constants
# ============================================================================
import os
import json
import hashlib
from datetime import datetime
try:
import torch
if not hasattr(torch, 'float8_e8m0fnu'):
torch.float8_e8m0fnu = torch.float32
except ImportError:
pass
from dotenv import load_dotenv
load_dotenv() # Load environment variables from .env file
import gradio as gr
import pandas as pd
import requests
from bs4 import BeautifulSoup
from pypdf import PdfReader
MAX_CONTEXT_CHARS = 5000
# ============================================================================
# ZONE 2 β Helpers (pure functions, no UI knowledge)
# ============================================================================
# These functions take plain Python inputs and return plain Python outputs.
# They know nothing about Gradio. Reusable and testable on their own.
#
# NOTE: the actual LLM orchestration (Workflow and Agent runners, the
# MODES dict, the client, and the code snippet builder) lives in agent.py
# so that it can be swapped for alternative implementations (LangChain,
# LangGraph, etc.) without touching this file. We just import what we need.
# ----------------------------------------------------------------
# Agent backend β swappable module
# ----------------------------------------------------------------
# ----------------------------------------------------------------
# Agent backends β each file is an independent import.
# ALL backend imports are wrapped in try/except so the app boots even
# if one file is broken (missing dep, version conflict, import error).
# Broken backends are silently hidden from the mode radio at startup and
# a warning is printed to the console. At least one backend must load
# or the app will show an empty mode list, but the app itself will run.
# ----------------------------------------------------------------
BACKENDS = {}
# Ringmaster is listed FIRST so it becomes the default selection
try:
import agent_langgraph_ringmaster
BACKENDS[agent_langgraph_ringmaster.BACKEND_NAME] = agent_langgraph_ringmaster
except Exception as _rm_err:
print(f"[app.py] LangGraph Ringmaster backend unavailable: {_rm_err}")
try:
import agent_workflow
BACKENDS[agent_workflow.BACKEND_NAME] = agent_workflow
except Exception as _wf_err:
print(f"[app.py] Workflow backend unavailable: {_wf_err}")
try:
import agent_py
BACKENDS[agent_py.BACKEND_NAME] = agent_py
except Exception as _py_err:
print(f"[app.py] Simple Python Agent backend unavailable: {_py_err}")
try:
import agent_langchain
BACKENDS[agent_langchain.BACKEND_NAME] = agent_langchain
except Exception as _lc_err:
print(f"[app.py] LangChain backend unavailable: {_lc_err}")
try:
import agent_langgraph
BACKENDS[agent_langgraph.BACKEND_NAME] = agent_langgraph
except Exception as _lg_err:
print(f"[app.py] LangGraph backend unavailable: {_lg_err}")
try:
import agent_smolagents
BACKENDS[agent_smolagents.BACKEND_NAME] = agent_smolagents
except Exception as _sa_err:
print(f"[app.py] smolagents backend unavailable: {_sa_err}")
try:
import agent_crewai
BACKENDS[agent_crewai.BACKEND_NAME] = agent_crewai
except Exception as _crew_err:
print(f"[app.py] CrewAI backend unavailable: {_crew_err}")
try:
import agent_llama_index
BACKENDS[agent_llama_index.BACKEND_NAME] = agent_llama_index
except Exception as _li_err:
print(f"[app.py] LlamaIndex backend unavailable: {_li_err}")
# Fallback so the UI never crashes on an empty BACKENDS dict
if not BACKENDS:
print("[app.py] WARNING: no backends loaded. Check build logs.")
from examples import ML_EXAMPLES
from training_data import TRAINING_EXAMPLES
from training import (
train_classifier, predict as classifier_predict,
cluster_hierarchical, cluster_report,
)
try:
import vectorstore
VECTORSTORE_OK = True
except Exception as _vs_err:
print(f"[app.py] vectorstore unavailable: {_vs_err}")
VECTORSTORE_OK = False
import providers
# Workbench packages β each is a self-contained LangGraph supervisor workflow.
# Wrapped so a broken workbench does not kill the whole app on cold boot.
# ============================================================================
# !!! RULE_VIOLATION_6 β DELIBERATE β see COMPLIANCE.md !!!
# ----------------------------------------------------------------------------
# Pattern: try/except around module imports + WB_*_OK flags + print fallback.
# Reason: A broken workbench folder (wrong upload, missing __init__, syntax
# slip after an edit) must NOT bring down the entire Space on cold
# boot. Defensive import lets the seven-backend chat, Supervised ML,
# Unsupervised ML, and Vector Processing tabs keep working even if
# one workbench is broken.
# Fix-when: Never. This is the one boundary where graceful degradation is
# worth more than strict compliance. Alternative would be pinning
# every workbench dependency exhaustively β brittle on HF Spaces.
# ============================================================================
try:
import workbench_grounded_theory as wb_cgt
WB_CGT_OK = True
_wb_cgt_err = None
except Exception as _e:
WB_CGT_OK = False
_wb_cgt_err = str(_e)
print(f"[app.py] workbench_grounded_theory unavailable: {_wb_cgt_err}")
try:
import workbench_thematic_analysis as wb_cta
WB_CTA_OK = True
_wb_cta_err = None
except Exception as _e:
WB_CTA_OK = False
_wb_cta_err = str(_e)
print(f"[app.py] workbench_thematic_analysis unavailable: {_wb_cta_err}")
try:
from workbench_thematic_analysis import phase2_agent
PHASE2_AGENT_OK = True
_phase2_agent_err = None
except Exception as _e:
PHASE2_AGENT_OK = False
_phase2_agent_err = str(_e)
print(f"[app.py] phase2_agent unavailable: {_phase2_agent_err}")
try:
from phase3_themes import run_phase3_searching_themes
PHASE3_OK = True
_phase3_err = None
except Exception as _e:
PHASE3_OK = False
_phase3_err = str(_e)
print(f"[app.py] phase3_themes unavailable: {_phase3_err}")
try:
from phase4_review import run_phase4_reviewing_themes
PHASE4_OK = True
_phase4_err = None
except Exception as _e:
PHASE4_OK = False
_phase4_err = str(_e)
print(f"[app.py] phase4_review unavailable: {_phase4_err}")
try:
from phase5_defining_naming import run_phase5_defining_naming
PHASE5_OK = True
_phase5_err = None
except Exception as _e:
PHASE5_OK = False
_phase5_err = str(_e)
print(f"[app.py] phase5_defining_naming unavailable: {_phase5_err}")
try:
from phase6_report import run_phase6_producing_report
PHASE6_OK = True
_phase6_err = None
except Exception as _e:
PHASE6_OK = False
_phase6_err = str(_e)
print(f"[app.py] phase6_report unavailable: {_phase6_err}")
try:
from corpus_compression import run_corpus_compression
COMPRESSION_OK = True
_compression_err = None
except Exception as _e:
COMPRESSION_OK = False
_compression_err = str(_e)
print(f"[app.py] corpus_compression unavailable: {_compression_err}")
try:
from cluster_labeling import (
build_cluster_table_from_compression,
run_iter1,
run_iter2,
commit_final_labels,
LABEL_PROMPT_ITER1,
LABEL_PROMPT_ITER2,
)
CLUSTER_LABELING_OK = True
_cluster_labeling_err = None
except Exception as _e:
CLUSTER_LABELING_OK = False
_cluster_labeling_err = str(_e)
print(f"[app.py] cluster_labeling unavailable: {_cluster_labeling_err}")
try:
import database as db
DB_OK = True
_db_err = None
if DB_OK:
DB_OK = db.create_tables()
except Exception as _e:
DB_OK = False
_db_err = str(_e)
print(f"[app.py] database unavailable: {_db_err}")
try:
from phase0_preparation import (
apply_length_filter,
apply_noise_strip,
apply_hash_dedup,
apply_semantic_dedup,
run_full_preparation_pipeline,
SEMANTIC_DEDUP_AVAILABLE,
)
PHASE0_PREP_OK = True
_phase0_prep_err = None
except Exception as _e:
PHASE0_PREP_OK = False
_phase0_prep_err = str(_e)
print(f"[app.py] phase0_preparation unavailable: {_phase0_prep_err}")
# ----------------------------------------------------------------
# FT50 method contracts β paper-cited preconditions per phase.
# See method_contracts.py for the full registry. Reviewers can grep
# that file for paper citations (e.g. "B&C 2006 p. 84") to see every
# place the corresponding constraint is enforced.
# ----------------------------------------------------------------
from method_contracts import (
MethodContractError,
contracts_as_dicts,
check_phase1_familiarization,
check_phase0_compression,
check_phase2_initial_coding,
check_phase3_searching_themes,
check_phase4_reviewing_themes,
check_phase5_defining_naming,
check_phase6_producing_report,
check_cgt_phase2_refinement,
)
# ----------------------------------------------------------------
# CGT Phase 2 Pattern Refinement β Nelson 2020 Step 2
# ----------------------------------------------------------------
from cgt_phase2_refinement import (
run_pattern_refinement,
validate_refinement_table,
)
# ----------------------------------------------------------------
# Methodology comparison β reference paper technique vs our 2026
# best-in-class technique, per workbench. Paper-ready Markdown,
# downloadable as .md for injection into papers' methods sections.
# ----------------------------------------------------------------
from methodology_comparison import COMPARISONS as METHOD_COMPARISONS
# ----------------------------------------------------------------
# Artifact writer β every input/run becomes a timestamped JSON file
# ----------------------------------------------------------------
def save_json_artifact(data, prefix):
ts = datetime.now().strftime("%Y%m%d_%H%M%S_%f")[:-3]
path = f"{prefix}_{ts}.json"
with open(path, "w") as f:
json.dump(data, f, indent=2, default=str, ensure_ascii=False)
return path
# ----------------------------------------------------------------
# Methodology comparison download handler
# ----------------------------------------------------------------
def handle_methodology_comparison_download(workbench_key, downloads_list):
"""Save the methodology comparison for a workbench as a .md file.
Paper-ready Markdown β researcher pastes into the methods section.
Args:
workbench_key: 'bc', 'gw', or 'cgt'
downloads_list: current downloads list (Gradio state)
"""
dl = list(downloads_list or [])
comp = METHOD_COMPARISONS.get(workbench_key)
if comp is None:
return f"**Unknown workbench key: {workbench_key!r}**", dl, dl
ts = datetime.now().strftime("%Y%m%d_%H%M%S")
path = f"methodology_comparison_{workbench_key}_{ts}.md"
with open(path, "w", encoding="utf-8") as f:
f.write(comp.as_markdown())
dl.append(path)
return f"**Saved:** `{path}` (ready to paste into paper's methods section)", dl, dl
# ----------------------------------------------------------------
# Build outputs for the Results/Visuals tabs from a run result
# ----------------------------------------------------------------
def build_outputs(user_message, mode, result):
steps_df = pd.DataFrame(result["steps"])
extracted_json = json.dumps(result["extracted"], indent=2)
tool_counts = {}
for s in result["steps"]:
tool_counts[s["tool"]] = tool_counts.get(s["tool"], 0) + 1
if tool_counts:
chart_df = pd.DataFrame(
[{"tool": k, "count": v} for k, v in tool_counts.items()]
)
else:
chart_df = pd.DataFrame([{"tool": "(none)", "count": 0}])
# Each backend has its own build_code_snippets β pick the right one.
backend = BACKENDS.get(mode)
if backend is not None:
code_snippet = backend.build_code_snippets(user_message, result["steps"])
else:
code_snippet = f"# Unknown backend: {mode}"
return steps_df, extracted_json, chart_df, code_snippet
# ============================================================================
# ZONE 3 β Action handlers (wired to UI buttons in Zone 5)
# ============================================================================
# These are the functions Gradio calls when a button is clicked or a form
# is submitted. They read state, call Zone 2 helpers, and return values
# that go directly into UI components.
#
# CONVENTIONS:
# - Data source loaders return 5 values:
# (preview, status, loaded_context, downloads_state, downloads_files)
# - Chat handlers (process_message, submit_form, new_chat) return 8 values:
# (chat_history, table_df, extracted_json, chart_df, code_snippet,
# downloads_state, downloads_files, empty_string_to_clear_input)
# - Clear handlers return only the fields they reset. Never touch downloads.
#
# ----------------------------------------------------------------
# Data source loaders
# Each returns: preview, status, loaded_context, downloads_state, downloads_files
# Each saves a timestamped JSON artifact and appends to the downloads list.
# ----------------------------------------------------------------
def scrape_url(url, downloads_list):
dl = list(downloads_list or [])
if not url or not url.strip():
return "", "Nothing loaded.", "", dl, dl
resp = requests.get(url.strip(), timeout=15)
soup = BeautifulSoup(resp.text, "html.parser")
for tag in soup(["script", "style", "noscript"]):
tag.decompose()
text = soup.get_text(separator=" ", strip=True)[:MAX_CONTEXT_CHARS]
status = f"**Loaded:** {url.strip()} β {len(text)} chars"
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "web_scrape",
"url": url.strip(),
"char_count": len(text),
"content": text,
}
path = save_json_artifact(artifact, "scrape")
dl.append(path)
return text, status, text, dl, dl
def extract_pdf(file_obj, downloads_list):
dl = list(downloads_list or [])
if file_obj is None:
return "", "Nothing loaded.", "", dl, dl
reader = PdfReader(file_obj.name)
text = "\n".join((page.extract_text() or "") for page in reader.pages)
text = text[:MAX_CONTEXT_CHARS]
status = f"**Loaded:** PDF with {len(reader.pages)} pages β {len(text)} chars"
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "pdf_upload",
"filename": os.path.basename(file_obj.name),
"page_count": len(reader.pages),
"char_count": len(text),
"content": text,
}
path = save_json_artifact(artifact, "pdf")
dl.append(path)
return text, status, text, dl, dl
def load_spreadsheet(file_obj, downloads_list):
dl = list(downloads_list or [])
if file_obj is None:
return pd.DataFrame(), "Nothing loaded.", "", dl, dl
path_in = file_obj.name
if path_in.lower().endswith(".csv"):
df = pd.read_csv(path_in)
else:
df = pd.read_excel(path_in)
preview_df = df.head(20)
text = df.head(50).to_string()[:MAX_CONTEXT_CHARS]
status = f"**Loaded:** {len(df)} rows x {len(df.columns)} columns"
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "spreadsheet_upload",
"filename": os.path.basename(path_in),
"row_count": int(len(df)),
"column_count": int(len(df.columns)),
"columns": list(df.columns),
"rows": df.head(100).to_dict(orient="records"),
}
path_out = save_json_artifact(artifact, "spreadsheet")
dl.append(path_out)
return preview_df, status, text, dl, dl
def load_ml_examples(downloads_list):
"""Load the built-in ML paper catalog as context. No upload needed."""
dl = list(downloads_list or [])
paper_ids = {e["paper_id"] for e in ML_EXAMPLES}
preview_lines = [
f"[{e['label']}] {e['sentence'][:90]}{'...' if len(e['sentence']) > 90 else ''}"
f" β {e['paper_title']}, {e['year']}"
for e in ML_EXAMPLES[:8]
]
preview_lines.append(f"\n... and {max(0, len(ML_EXAMPLES) - 8)} more sentences")
preview = "\n".join(preview_lines)
status = f"**Loaded:** {len(ML_EXAMPLES)} labeled sentences from {len(paper_ids)} ML papers"
context_text = json.dumps(ML_EXAMPLES, indent=2, ensure_ascii=False)[:MAX_CONTEXT_CHARS]
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "ml_examples_catalog",
"sentence_count": len(ML_EXAMPLES),
"paper_count": len(paper_ids),
"examples": ML_EXAMPLES,
}
path = save_json_artifact(artifact, "ml_examples")
dl.append(path)
return preview, status, context_text, dl, dl
# ----------------------------------------------------------------
# Clear handlers β reset only the source-specific fields
# ----------------------------------------------------------------
def clear_scrape():
return "", "", "Nothing loaded.", ""
def clear_pdf():
return None, "", "Nothing loaded.", ""
def clear_spreadsheet():
return None, pd.DataFrame(), "Nothing loaded.", ""
def clear_ml_examples():
return "", "Nothing loaded.", ""
# ----------------------------------------------------------------
# Training handlers β supervised and unsupervised ML on TRAINING_EXAMPLES
# ----------------------------------------------------------------
def handle_train(downloads_list):
"""Fit a TF-IDF + logistic regression classifier and save the result."""
dl = list(downloads_list or [])
trained = train_classifier()
# Build a display-friendly confusion matrix dataframe
cm_df = pd.DataFrame(
trained.confusion,
columns=[f"pred:{l}" for l in trained.labels],
)
cm_df.insert(0, "actual", trained.labels)
status = (
f"**Accuracy:** {trained.accuracy:.1%} \n"
f"**Train size:** {trained.train_size}, "
f"**Test size:** {trained.test_size}"
)
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "supervised_training",
"accuracy": trained.accuracy,
"train_size": trained.train_size,
"test_size": trained.test_size,
"labels": trained.labels,
"confusion_matrix": trained.confusion,
}
path = save_json_artifact(artifact, "training")
dl.append(path)
return trained, status, cm_df, dl, dl
def handle_predict(trained, sentence, downloads_list):
"""Predict the label of a new sentence using a previously trained model."""
dl = list(downloads_list or [])
if trained is None:
return "Train the classifier first.", dl, dl
if not sentence or not sentence.strip():
return "Enter a sentence to predict.", dl, dl
result = classifier_predict(trained, sentence.strip())
lines = [
f"**Predicted label:** `{result['predicted_label']}`",
f"**Confidence:** {result['confidence']:.1%}",
"",
"**Class probabilities:**",
]
for label, prob in sorted(result["probabilities"].items(), key=lambda x: -x[1]):
lines.append(f"- `{label}`: {prob:.1%}")
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "supervised_prediction",
**result,
}
path = save_json_artifact(artifact, "prediction")
dl.append(path)
return "\n".join(lines), dl, dl
def handle_cluster(similarity_threshold, min_cluster_size, n_nearest,
enable_llm_labels, llm_provider, llm_key, downloads_list):
"""Parameterized clustering with optional LLM labeling of each cluster.
Uses training.cluster_with_params which returns:
- cluster_ids per sentence (-1 = noise)
- centroids per surviving cluster
- n_nearest representative sentences per cluster
Then (optionally) sends those representatives to an LLM with a
constrained prompt that asks for a short cluster label.
"""
from training import cluster_with_params as _cwp
dl = list(downloads_list or [])
sentences = [e["sentence"] for e in TRAINING_EXAMPLES]
true_labels = [e["label"] for e in TRAINING_EXAMPLES]
result = _cwp(
sentences,
similarity_threshold=float(similarity_threshold),
min_cluster_size=int(min_cluster_size),
n_nearest=int(n_nearest),
)
cluster_ids = result["cluster_ids"]
representatives = result["representatives"]
distances = result["distances_to_centroid"]
# Build LLM labels if enabled
llm_labels = {}
llm_error = None
if enable_llm_labels and result["n_clusters_found"] > 0:
try:
client = providers.get_llm_client(llm_provider, llm_key)
model_name = providers.get_llm_model(llm_provider)
for cid, reps in representatives.items():
rep_sentences = [sentences[i] for i, _d in reps]
numbered = "\n".join(
f"{k+1}. {s}" for k, s in enumerate(rep_sentences)
)
prompt = (
f"The following {len(rep_sentences)} sentences were grouped "
f"together by a clustering algorithm. Based ONLY on these "
f"sentences, produce a short label (2-5 words) that describes "
f"what they have in common. Output ONLY the label, nothing else.\n\n"
f"{numbered}\n\nLabel:"
)
resp = client.chat.complete(
model=model_name,
messages=[{"role": "user", "content": prompt}],
temperature=0.2,
max_tokens=40,
)
label = (resp.choices[0].message.content or "").strip()
# Trim to first line, cap length
label = label.split("\n")[0][:60]
llm_labels[cid] = label
except Exception as e:
llm_error = str(e)
# Build sentence-level dataframe
sent_rows = []
for idx, sent in enumerate(sentences):
cid = cluster_ids[idx]
rep_idxs = {i for i, _d in representatives.get(cid, [])}
sent_rows.append({
"idx": idx,
"sentence": sent,
"true_label": true_labels[idx],
"cluster_id": "noise" if cid == -1 else str(cid),
"cluster_label": llm_labels.get(cid, "") if cid != -1 else "",
"is_representative": idx in rep_idxs,
"dist_to_centroid": (
round(distances[idx], 4) if distances[idx] is not None else None
),
})
sent_df = pd.DataFrame(sent_rows)
n_found = result["n_clusters_found"]
n_noise = result["n_noise_points"]
status_parts = [
f"**Similarity >= {float(similarity_threshold):.2f}**, "
f"**min size = {int(min_cluster_size)}**, "
f"**N nearest = {int(n_nearest)}**",
f"**Found:** {n_found} cluster(s), **Noise:** {n_noise} sentence(s)",
]
if enable_llm_labels:
if llm_error:
status_parts.append(f"**LLM labeling failed:** {llm_error}")
else:
status_parts.append(f"**LLM labels generated** via {llm_provider}")
status = " \n".join(status_parts)
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "unsupervised_clustering_parameterized",
"algorithm": "Hierarchical Agglomerative",
"similarity_threshold": float(similarity_threshold),
"min_cluster_size": int(min_cluster_size),
"n_nearest": int(n_nearest),
"n_clusters_found": n_found,
"n_noise_points": n_noise,
"llm_provider": llm_provider if enable_llm_labels else None,
"llm_labels": {str(k): v for k, v in llm_labels.items()},
"sentences": sent_rows,
}
path = save_json_artifact(artifact, "clusters_params")
dl.append(path)
return sent_df, status, dl, dl
# ----------------------------------------------------------------
# Workbench handlers β Grounded Theory (Nelson 2020) + Thematic Analysis
# ----------------------------------------------------------------
def handle_wb_cgt(user_message, similarity_threshold, min_cluster_size,
n_nearest, llm_provider, llm_key, loaded_context, downloads_list):
"""Run the Computational Grounded Theory supervisor graph.
Three-step framework from Nelson 2020. Round 1: Pattern Detection is
a real LangGraph node, Pattern Refinement and Pattern Confirmation
are placeholders that return 'not yet implemented'.
Sentence source resolution:
1. If loaded_context (from the Inputs tab) is non-empty, split it
on newlines and use those sentences with true_labels="(unknown)".
2. Otherwise fall back to the built-in TRAINING_EXAMPLES demo corpus
with its real ground-truth labels.
"""
dl = list(downloads_list or [])
# !!! RULE_VIOLATION_7 β DELIBERATE β see COMPLIANCE.md !!!
if not WB_CGT_OK:
return (
pd.DataFrame(),
"# Workbench unavailable\n\n" + (_wb_cgt_err or "unknown error"),
pd.DataFrame(),
dl, dl,
)
# ---- Resolve sentence source ----
if loaded_context and loaded_context.strip():
sentences = [s.strip() for s in loaded_context.split("\n") if s.strip()]
true_labels = ["(unknown)"] * len(sentences)
data_source = "uploaded"
else:
from training_data import TRAINING_EXAMPLES
sentences = [e["sentence"] for e in TRAINING_EXAMPLES]
true_labels = [e["label"] for e in TRAINING_EXAMPLES]
data_source = "demo"
result = wb_cgt.run(
user_message=user_message or "Run computational grounded theory on the training data.",
similarity_threshold=float(similarity_threshold),
min_cluster_size=int(min_cluster_size),
n_nearest=int(n_nearest),
llm_provider=llm_provider,
llm_key=llm_key,
)
trace_df = pd.DataFrame(result.get("steps") or [])
reply_md = "## Supervisor reply\n\n" + (result.get("reply") or "(empty)")
reply_md += f"\n\n*Data source: **{data_source}** ({len(sentences)} sentences)*"
det = result.get("detection_result") or {}
sentence_rows = det.get("sentence_rows") or []
sentences_df = pd.DataFrame(sentence_rows) if sentence_rows else pd.DataFrame()
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "workbench_cgt",
"paper": "Nelson 2020 - Computational Grounded Theory",
"data_source": data_source,
"n_sentences": len(sentences),
"parameters": {
"similarity_threshold": float(similarity_threshold),
"min_cluster_size": int(min_cluster_size),
"n_nearest": int(n_nearest),
"llm_provider": llm_provider,
},
"reply": result.get("reply"),
"steps": result.get("steps"),
"detection_result": result.get("detection_result"),
"refinement_result": result.get("refinement_result"),
"confirmation_result": result.get("confirmation_result"),
}
path = save_json_artifact(artifact, "workbench_cgt")
dl.append(path)
return trace_df, reply_md, sentences_df, dl, dl
# ----------------------------------------------------------------
# CGT Phase 2 Pattern Refinement handlers (Nelson 2020 Step 2)
# ----------------------------------------------------------------
def handle_cgt_p2_surface(
sentences_df,
n_exemplars,
reflexive_positioning,
llm_provider,
llm_key,
downloads_list,
):
"""Surface exemplars per Phase 1 pattern and draft LLM interpretive memos.
Contracts (Nelson 2020 + C&R 2022):
- Phase 1 output must exist with cluster_id column
- at least 1 non-noise cluster
- n_exemplars in [1, 20]
- reflexive positioning >=20 chars
- LLM key present
Returns:
(refinement_df, status_markdown, downloads_list, downloads_files)
"""
dl = list(downloads_list or [])
empty = pd.DataFrame(columns=[
"pattern_id", "pattern_label", "n_sentences", "exemplars",
"llm_memo_draft", "researcher_memo", "verdict", "new_label",
])
# Contract check
try:
contracts = check_cgt_phase2_refinement(
sentences_df=sentences_df,
n_exemplars=int(n_exemplars),
reflexive_positioning=reflexive_positioning,
llm_key=llm_key,
)
except MethodContractError as e:
return empty, f"**Method contract violation (CGT Phase 2):**\n\n{e}", dl, dl
# Run refinement
try:
result = run_pattern_refinement(
sentences_df=sentences_df,
n_exemplars=int(n_exemplars),
llm_provider=llm_provider or "Mistral",
llm_key=llm_key,
reflexive_pos=reflexive_positioning or "",
)
except Exception as e:
return empty, f"**CGT Phase 2 error:** {e}", dl, dl
refinement_rows = result["refinement_rows"]
if not refinement_rows:
return empty, "**No patterns to refine** β Phase 1 produced no non-noise clusters.", dl, dl
refinement_df = pd.DataFrame(refinement_rows)
# Save "surface" artifact (pre-researcher-edit snapshot)
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "cgt_phase2_surface",
"methodology": "Nelson 2020 Step 2 β Pattern Refinement (exemplar surfacing + LLM memo draft)",
"method_contracts_verified": contracts_as_dicts(contracts),
"n_patterns": result["n_patterns"],
"n_noise": result["n_noise"],
"n_exemplars_per_pattern": int(n_exemplars),
"llm_errors": result["llm_errors"],
"refinement_rows": refinement_rows,
}
path = save_json_artifact(artifact, "cgt_phase2_surface")
dl.append(path)
status = (
f"**Phase 2 exemplars surfaced.** {result['n_patterns']} patterns, "
f"{result['n_noise']} noise sentences skipped. "
f"LLM memo drafts generated. "
f"**Edit `researcher_memo`, `verdict`, and `new_label` columns below**, "
f"then click Save."
)
if result["llm_errors"]:
status += f"\n\n*(LLM errors on {len(result['llm_errors'])} clusters β see artifact)*"
return refinement_df, status, dl, dl
def handle_cgt_p2_save(refinement_table, reflexive_positioning, downloads_list):
"""Save the researcher-edited Phase 2 refinement table as artifact.
Validates the researcher's edits: every row must have a valid verdict
(keep/merge/split/drop/rename), researcher_memo, and new_label for rename/split.
"""
dl = list(downloads_list or [])
if not isinstance(refinement_table, pd.DataFrame):
refinement_df = pd.DataFrame(refinement_table) if refinement_table else pd.DataFrame()
else:
refinement_df = refinement_table.copy()
# Validate researcher edits
validation = validate_refinement_table(refinement_df)
if not validation["ok"]:
msg = "**Phase 2 save blocked β fix these before saving:**\n\n"
for err in validation["errors"][:10]:
msg += f"- {err}\n"
if len(validation["errors"]) > 10:
msg += f"- ...and {len(validation['errors']) - 10} more\n"
return msg, dl, dl
refinement_rows = refinement_df.fillna("").to_dict("records")
# Verdict tally
verdict_counts = {}
for r in refinement_rows:
v = str(r.get("verdict", "")).strip().lower()
verdict_counts[v] = verdict_counts.get(v, 0) + 1
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "cgt_phase2_refinement_saved",
"methodology": "Nelson 2020 Step 2 β Pattern Refinement (researcher-approved)",
"method_contracts_enforced": (
"See method_contracts.check_cgt_phase2_refinement β enforced at surface time. "
"Contracts: Nelson 2020 (Phase 1 output, cluster count, exemplar range), "
"C&R 2022 (reflexive positioning), reproducibility."
),
"reflexive_positioning": reflexive_positioning or "",
"n_patterns_refined": len(refinement_rows),
"verdict_tally": verdict_counts,
"refinement_rows": refinement_rows,
}
path = save_json_artifact(artifact, "cgt_phase2_refinement")
dl.append(path)
tally_str = ", ".join(f"{k}={v}" for k, v in sorted(verdict_counts.items()))
return (
f"**Phase 2 refinement saved** ({len(refinement_rows)} patterns). "
f"Verdicts: {tally_str}. "
f"Artifact: `{path}`.",
dl, dl,
)
def handle_wb_cta(user_message, max_sentences, llm_provider, llm_key,
loaded_context, downloads_list):
"""Run the Computational Thematic Analysis supervisor graph.
Six-phase framework from Braun & Clarke 2006. Round 1: Phase 2
(Generating Initial Codes) is a real LangGraph node, Phases 1, 3,
4, 5, 6 are placeholders that return 'not yet implemented'.
Sentence source resolution: same as CGT β loaded_context from Inputs
tab first, fall back to TRAINING_EXAMPLES demo corpus.
"""
dl = list(downloads_list or [])
# !!! RULE_VIOLATION_7 β DELIBERATE β see COMPLIANCE.md !!!
# Same pattern as above: pairs with RULE_VIOLATION_6 on cold-boot
# import failure.
if not WB_CTA_OK:
return (
pd.DataFrame(),
"# Workbench unavailable\n\n" + (_wb_cta_err or "unknown error"),
pd.DataFrame(),
dl, dl,
)
# ---- Resolve sentence source ----
if loaded_context and loaded_context.strip():
sentences = [s.strip() for s in loaded_context.split("\n") if s.strip()]
true_labels = ["(unknown)"] * len(sentences)
data_source = "uploaded"
else:
from training_data import TRAINING_EXAMPLES
sentences = [e["sentence"] for e in TRAINING_EXAMPLES]
true_labels = [e["label"] for e in TRAINING_EXAMPLES]
data_source = "demo"
result = wb_cta.run(
user_message=user_message or "Run reflexive thematic analysis on the training data.",
max_sentences_to_code=int(max_sentences),
llm_provider=llm_provider,
llm_key=llm_key,
)
trace_df = pd.DataFrame(result.get("steps") or [])
reply_md = "## Supervisor reply\n\n" + (result.get("reply") or "(empty)")
reply_md += f"\n\n*Data source: **{data_source}** ({len(sentences)} sentences)*"
phase2 = result.get("phase2_initial_codes") or {}
coded_rows = phase2.get("coded_rows") or []
codes_df = pd.DataFrame(coded_rows) if coded_rows else pd.DataFrame()
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "workbench_cta",
"paper": "Braun & Clarke 2006 - Reflexive Thematic Analysis",
"data_source": data_source,
"n_sentences": len(sentences),
"parameters": {
"max_sentences_to_code": int(max_sentences),
"llm_provider": llm_provider,
},
"reply": result.get("reply"),
"steps": result.get("steps"),
"phase1_familiarization": result.get("phase1_familiarization"),
"phase2_initial_codes": result.get("phase2_initial_codes"),
"phase3_searching_themes": result.get("phase3_searching_themes"),
"phase4_reviewing_themes": result.get("phase4_reviewing_themes"),
"phase5_defining_naming": result.get("phase5_defining_naming"),
"phase6_producing_report": result.get("phase6_producing_report"),
}
path = save_json_artifact(artifact, "workbench_cta")
dl.append(path)
return trace_df, reply_md, codes_df, dl, dl
def clear_training():
return None, "Not trained yet.", pd.DataFrame(), ""
def clear_clustering():
return pd.DataFrame(), "Not clustered yet."
def filter_training_dataset(label):
"""Filter the training-data dataframe shown in the Supervised Dataset sub-tab."""
if label == "(all)" or not label:
return pd.DataFrame(TRAINING_EXAMPLES)
return pd.DataFrame([e for e in TRAINING_EXAMPLES if e["label"] == label])
# ============================================================================
# Phase 1 Familiarization handlers β Braun & Clarke 2006, Phase 1
# ============================================================================
# These handlers drive the Phase 1 β Familiarization sub-tab inside CTA.
# The flow follows Braun & Clarke's active-reading protocol, implemented
# through grounded dialogue partners (Gemini Gems + NotebookLM) plus
# researcher confirmation:
# 1. Load canonical corpus CSV (L1, L2, L3, L4, sentence_id, sentence)
# 2. Researcher runs Familiarization Facilitator dialogue in Gemini,
# pastes familiarization notes + transcript + source evidence back
# 3. Researcher runs Reflexive Companion dialogue, pastes reflexive
# challenges + reflexive positioning + immersion coverage back
# 4. Build researcher confirmation table joining corpus with noticings
# 5. Researcher edits the table (confirm/refine/reject each noticing)
# 6. Save to JSON artifact for Downloads tab
# ----------------------------------------------------------------
P1_REQUIRED_COLUMNS = ["L1", "L2", "L3", "L4", "sentence_id", "sentence"]
def handle_p1_load_test_csv(downloads_list):
"""Load the built-in test_phase1.csv for pipeline verification."""
dl = list(downloads_list or [])
try:
df = pd.read_csv("test_phase1.csv")
except Exception as e:
return (
[],
f"Failed to load test_phase1.csv: {e}",
pd.DataFrame(),
dl, dl,
)
missing = [c for c in P1_REQUIRED_COLUMNS if c not in df.columns]
if missing:
return (
[],
f"test_phase1.csv is missing required columns: {missing}",
pd.DataFrame(),
dl, dl,
)
corpus = df[P1_REQUIRED_COLUMNS].to_dict("records")
status = (
f"**Loaded test_phase1.csv** β {len(corpus)} sentences across "
f"{df['L1'].nunique()} documents, "
f"{df['L2'].nunique()} unique sections."
)
return corpus, status, df[P1_REQUIRED_COLUMNS], dl, dl
def handle_p1_upload_csv(file_obj, downloads_list):
"""Load a user-uploaded canonical CSV and write upload-provenance artifact.
The provenance artifact is the first link in the reproducibility chain.
It contains: SHA-256 hash (for integrity verification), filename, row
count, schema, per-hierarchy distribution stats, and sentence previews.
A reviewer presented with the artifact can verify that the corpus they
receive matches the one that produced downstream results, by recomputing
the SHA-256 over the file bytes.
"""
dl = list(downloads_list or [])
if file_obj is None:
return [], "No file uploaded.", pd.DataFrame(), dl, dl
# Step 1 β read file bytes for hashing (before pandas touches it)
try:
with open(file_obj.name, "rb") as f:
file_bytes = f.read()
file_sha256 = hashlib.sha256(file_bytes).hexdigest()
file_size_bytes = len(file_bytes)
except Exception as e:
return [], f"Failed to read file bytes: {e}", pd.DataFrame(), dl, dl
# Step 2 β parse CSV
try:
df = pd.read_csv(file_obj.name)
except Exception as e:
return [], f"Failed to read CSV: {e}", pd.DataFrame(), dl, dl
# Step 3 β validate schema
missing = [c for c in P1_REQUIRED_COLUMNS if c not in df.columns]
if missing:
# Still write a provenance artifact for the FAILED upload, so the
# reviewer can see what was attempted and why it was rejected.
fail_artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "corpus_upload_rejected",
"filename": os.path.basename(file_obj.name),
"file_sha256": file_sha256,
"file_size_bytes": file_size_bytes,
"n_rows_attempted": int(len(df)),
"detected_columns": list(df.columns),
"required_columns": list(P1_REQUIRED_COLUMNS),
"missing_columns": missing,
"rejection_reason": f"Missing required columns: {missing}",
}
fail_path = save_json_artifact(fail_artifact, "corpus_upload_rejected")
dl.append(fail_path)
return (
[],
(
f"Uploaded CSV is missing required columns: {missing}. "
f"Canonical schema is: {P1_REQUIRED_COLUMNS}. \n"
f"Rejection artifact: `{os.path.basename(fail_path)}`"
),
pd.DataFrame(),
dl, dl,
)
# Step 4 β build corpus (only required columns flow downstream)
corpus = df[P1_REQUIRED_COLUMNS].to_dict("records")
# Step 5 β compute provenance stats (per-hierarchy uniqueness)
def _safe_nunique(col_name):
if col_name not in df.columns:
return 0
return int(df[col_name].fillna("").astype(str).nunique())
# Step 6 β build upload provenance artifact
upload_artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "corpus_upload",
"pipeline_stage": "pre-sampling",
"filename": os.path.basename(file_obj.name),
"file_sha256": file_sha256,
"file_size_bytes": file_size_bytes,
"n_rows": int(len(corpus)),
"detected_columns": list(df.columns),
"required_columns_present": list(P1_REQUIRED_COLUMNS),
"hierarchy_distribution": {
"n_unique_L1": _safe_nunique("L1"),
"n_unique_L2": _safe_nunique("L2"),
"n_unique_L3": _safe_nunique("L3"),
"n_unique_L4": _safe_nunique("L4"),
"n_unique_sentence_id": _safe_nunique("sentence_id"),
},
"preview_first_3": [
{
"L1": str(r.get("L1", "")),
"sentence_id": str(r.get("sentence_id", "")),
"sentence_first_120_chars": str(r.get("sentence", ""))[:120],
}
for r in corpus[:3]
],
"integrity_verification_instructions": (
"To verify this corpus matches downstream artifacts, compute "
"SHA-256 of the source CSV file and compare to file_sha256 "
"above. On Linux: `sha256sum <file>`. On Windows PowerShell: "
"`Get-FileHash <file> -Algorithm SHA256`."
),
}
path = save_json_artifact(upload_artifact, "corpus_upload")
dl.append(path)
status = (
f"**Loaded uploaded CSV** β {len(corpus)} sentences across "
f"{_safe_nunique('L1')} L1 values. \n"
f"- File SHA-256: `{file_sha256[:16]}...` (full hash in artifact) \n"
f"- Upload provenance: `{os.path.basename(path)}`"
)
return corpus, status, df[P1_REQUIRED_COLUMNS], dl, dl
def handle_p1_build_validation_table(
corpus,
facilitator_memo, facilitator_transcript, facilitator_citations,
companion_challenges, companion_reflexivity, companion_breadth,
):
"""Build the researcher confirmation table from corpus + pasted Phase 1 outputs.
Strategy: start with every corpus row (L1, L2, L3, L4, sentence_id,
sentence), then append empty initial_noticing /
researcher_confirmation columns. The researcher edits the table inline
to attach initial noticings to specific sentences and mark each one
confirm/refine/reject.
This is the minimum viable version. A future round will parse the
pasted source evidence and auto-populate the initial_noticing column
for sentences that were explicitly quoted during the dialogue.
"""
if not corpus:
empty = pd.DataFrame(columns=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"initial_noticing", "reflexive_challenge",
"researcher_confirmation", "refined_noticing",
])
return empty
rows = []
for r in corpus:
rows.append({
"L1": r.get("L1", ""),
"L2": r.get("L2", ""),
"L3": r.get("L3", ""),
"L4": r.get("L4", ""),
"sentence_id": r.get("sentence_id", ""),
"sentence": r.get("sentence", ""),
"initial_noticing": "",
"reflexive_challenge": "",
"researcher_confirmation": "",
"refined_noticing": "",
})
return pd.DataFrame(rows)
def handle_p1_save(
corpus,
facilitator_memo, facilitator_transcript, facilitator_citations,
companion_challenges, companion_reflexivity, companion_breadth,
validation_table,
downloads_list,
):
"""Save all Phase 1 outputs as a timestamped JSON artifact."""
dl = list(downloads_list or [])
# --- FT50 method contract check (B&C 2006 Phase 1) ---
try:
contracts = check_phase1_familiarization(
corpus=corpus,
reflexive_positioning=companion_reflexivity,
)
except MethodContractError as e:
violation = {
"timestamp": datetime.now().isoformat(),
"source_type": "method_contract_violation",
"phase": "Phase 1 β Familiarization",
"error": str(e),
"contracts": contracts_as_dicts(e.contracts),
}
path = save_json_artifact(violation, "contract_violation_phase1")
dl.append(path)
return f"**Method contract violation (Phase 1):**\n\n{e}", dl, dl
# Convert confirmation dataframe to list-of-dicts for JSON
if isinstance(validation_table, pd.DataFrame):
confirmation_rows = validation_table.fillna("").to_dict("records")
else:
confirmation_rows = []
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase1_familiarization",
"methodology": "Braun & Clarke 2006 Phase 1 β Familiarizing Yourself With Your Data",
"method_contracts_verified": contracts_as_dicts(contracts),
"corpus_size": len(corpus or []),
"step1_familiarization_facilitator": {
"familiarization_notes": facilitator_memo or "",
"active_reading_transcript": facilitator_transcript or "",
"source_evidence": facilitator_citations or "",
},
"step2_reflexive_companion": {
"reflexive_challenges": companion_challenges or "",
"reflexive_positioning": companion_reflexivity or "",
"dataset_immersion_coverage": companion_breadth or "",
},
"step3_researcher_confirmation_table": confirmation_rows,
}
path = save_json_artifact(artifact, "phase1_familiarization")
dl.append(path)
status = (
f"**Saved Phase 1 familiarization output** β {len(corpus or [])} corpus sentences, "
f"{len(confirmation_rows)} confirmation rows. "
f"Artifact: `{path.split('/')[-1]}`"
)
return status, dl, dl
# ============================================================================
# Phase 2 Initial Coding handlers β Braun & Clarke 2006, Phase 2
# ============================================================================
# Round 1: scaffolding + data flow. Round 2 replaces placeholder agent with
# real LangGraph supervisor. Round 3 adds iteration 2/3 + convergence.
#
# The agent architecture (Round 2) will have 7 tools:
# - read_corpus(filter)
# - read_phase1_context()
# - propose_code(sentence, semantic, latent)
# - check_codebook(code_name)
# - add_to_codebook(code_name, definition, example)
# - flag_for_review(sentence, reason)
# - save_iteration(n)
# ----------------------------------------------------------------
def handle_p2_refresh_corpus(
corpus,
facilitator_memo, companion_reflexivity, validation_table,
):
"""Refresh Phase 2 corpus status + Phase 1 context summary.
Phase 2 reads the corpus loaded in Phase 1 (shared state). It also
surfaces Phase 1's reflexive positioning and confirmed noticings as
context for the agent.
"""
if not corpus:
return (
"**No corpus loaded.** Go to Phase 1 β Familiarization and load "
"test_phase1.csv (or your own canonical CSV) first.",
"*Phase 1 output will appear here after Save Phase 1.*",
)
# Count confirmed noticings from Phase 1 validation table
confirmed_count = 0
if isinstance(validation_table, pd.DataFrame) and not validation_table.empty:
noticings_col = validation_table.get("initial_noticing")
if noticings_col is not None:
confirmed_count = sum(
1 for v in noticings_col.fillna("").tolist() if str(v).strip()
)
n_docs = len({r.get("L1", "") for r in corpus})
corpus_status = (
f"**Corpus ready** β {len(corpus)} sentences across {n_docs} documents. "
f"Inherited from Phase 1 state."
)
p1_summary_parts = []
if facilitator_memo and facilitator_memo.strip():
preview = facilitator_memo.strip()[:300]
p1_summary_parts.append(f"**Familiarization notes:** {preview}...")
if companion_reflexivity and companion_reflexivity.strip():
preview = companion_reflexivity.strip()[:300]
p1_summary_parts.append(f"**Reflexive positioning:** {preview}...")
p1_summary_parts.append(
f"**Confirmed initial noticings:** {confirmed_count} rows with non-empty `initial_noticing`."
)
p1_summary = "\n\n".join(p1_summary_parts) if p1_summary_parts else (
"*Phase 1 output will appear here after Save Phase 1.*"
)
return corpus_status, p1_summary
def handle_p2_run_iteration(
iteration_n, corpus,
existing_codes_table, existing_codebook_table,
facilitator_memo, companion_reflexivity, validation_table,
llm_provider, llm_key,
orientation,
):
"""Run one Phase 2 coding iteration via the real LangGraph agent.
Strict B&C 2006 Phase 2:
- Multiple codes per segment (1-5)
- Context window (2 before + 2 after)
- Researcher-chosen orientation (semantic OR latent, not both)
- Reflexive positioning injected into every code prompt
- Researcher override is final
"""
# Empty corpus guard
if not corpus:
empty_codes = pd.DataFrame(columns=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"ai_code_iter1", "human_code_iter1",
"ai_code_iter2", "human_code_iter2",
"ai_code_iter3", "human_code_iter3",
"final_code", "flagged",
])
empty_codebook = pd.DataFrame(columns=[
"code_name", "definition", "created_by", "provenance", "sentence_count",
])
return (
empty_codes, empty_codebook,
"**Cannot run β no corpus loaded.** Load corpus in Phase 1 first.",
)
# Agent availability guard
if not PHASE2_AGENT_OK:
empty_codes = pd.DataFrame(columns=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"ai_code_iter1", "human_code_iter1",
"ai_code_iter2", "human_code_iter2",
"ai_code_iter3", "human_code_iter3",
"final_code", "flagged",
])
empty_codebook = pd.DataFrame(columns=[
"code_name", "definition", "created_by", "provenance", "sentence_count",
])
return (
empty_codes, empty_codebook,
f"**Phase 2 agent unavailable** β `{_phase2_agent_err}`",
)
# API key guard
if not llm_key or not str(llm_key).strip():
empty_codes = pd.DataFrame(columns=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"ai_code_iter1", "human_code_iter1",
"ai_code_iter2", "human_code_iter2",
"ai_code_iter3", "human_code_iter3",
"final_code", "flagged",
])
empty_codebook = pd.DataFrame(columns=[
"code_name", "definition", "created_by", "provenance", "sentence_count",
])
return (
empty_codes, empty_codebook,
"**Cannot run β Mistral API key is missing.** Paste it in the sidebar first.",
)
# --- FT50 method contract check (B&C 2006 Phase 2) ---
try:
contracts = check_phase2_initial_coding(
orientation=orientation,
corpus=corpus,
reflexive_positioning=companion_reflexivity,
llm_key=llm_key,
iteration_n=int(iteration_n),
)
except MethodContractError as e:
empty_codes = pd.DataFrame(columns=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"ai_code_iter1", "human_code_iter1",
"ai_code_iter2", "human_code_iter2",
"ai_code_iter3", "human_code_iter3",
"final_code", "flagged",
])
empty_codebook = pd.DataFrame(columns=[
"code_name", "definition", "created_by", "provenance", "sentence_count",
])
return (
empty_codes, empty_codebook,
f"**Method contract violation (Phase 2):**\n\n{e}",
)
# Initialize the codes table (carry forward if it exists)
if isinstance(existing_codes_table, pd.DataFrame) and not existing_codes_table.empty:
codes_df = existing_codes_table.copy()
else:
rows = []
for r in corpus:
rows.append({
"L1": r.get("L1", ""),
"L2": r.get("L2", ""),
"L3": r.get("L3", ""),
"L4": r.get("L4", ""),
"sentence_id": r.get("sentence_id", ""),
"sentence": r.get("sentence", ""),
"ai_code_iter1": "",
"human_code_iter1": "",
"ai_code_iter2": "",
"human_code_iter2": "",
"ai_code_iter3": "",
"human_code_iter3": "",
"final_code": "",
"flagged": "",
})
codes_df = pd.DataFrame(rows)
# Initialize codebook
if isinstance(existing_codebook_table, pd.DataFrame) and not existing_codebook_table.empty:
codebook_list = existing_codebook_table.fillna("").to_dict("records")
else:
codebook_list = []
# Build confirmed_noticings list from Phase 1 validation table
confirmed_noticings = []
if isinstance(validation_table, pd.DataFrame) and not validation_table.empty:
noticing_col = validation_table.get("initial_noticing")
if noticing_col is not None:
confirmed_noticings = [
str(v).strip() for v in noticing_col.fillna("").tolist()
if str(v).strip()
]
# Build agent context
agent_context = {
"corpus": corpus,
"phase1": {
"reflexive_positioning": companion_reflexivity or "",
"familiarization_notes": facilitator_memo or "",
"confirmed_noticings": confirmed_noticings,
},
"orientation": orientation or "semantic",
"existing_codes_df": codes_df if iteration_n >= 2 else None,
"codebook": codebook_list,
"proposed_codes": {},
}
# Run the agent
try:
steps, reply, result_context = phase2_agent.run_phase2_iteration(
llm_provider=llm_provider,
llm_key=llm_key,
iteration_n=int(iteration_n),
context=agent_context,
)
except Exception as e:
return (
codes_df,
pd.DataFrame(codebook_list) if codebook_list else pd.DataFrame(columns=[
"code_name", "definition", "created_by", "provenance", "sentence_count",
]),
f"**Phase 2 agent error:** {e}",
)
# Merge agent results into codes_df
# New shape: each proposed entry has "codes": [list of 1-5 strings]
proposed = result_context.get("proposed_codes", {})
ai_col = f"ai_code_iter{int(iteration_n)}"
for idx, code_dict in proposed.items():
if 0 <= int(idx) < len(codes_df):
codes_list = code_dict.get("codes", []) or []
if isinstance(codes_list, str):
codes_list = [codes_list]
combined = ", ".join(c for c in codes_list if c)
codes_df.at[int(idx), ai_col] = combined
# Update final_code column β latest human edit wins, else latest AI code
for i in range(len(codes_df)):
final = ""
for it in (3, 2, 1):
h = codes_df.at[i, f"human_code_iter{it}"]
if h and str(h).strip():
final = str(h).strip()
break
if not final:
for it in (3, 2, 1):
a = codes_df.at[i, f"ai_code_iter{it}"]
if a and str(a).strip():
final = str(a).strip()
break
codes_df.at[i, "final_code"] = final
# Build codebook DataFrame
updated_codebook = result_context.get("codebook", [])
codebook_df = pd.DataFrame(updated_codebook) if updated_codebook else pd.DataFrame(
columns=["code_name", "definition", "created_by", "provenance", "sentence_count"]
)
total_codes = sum(len(v.get("codes", [])) for v in proposed.values())
status = (
f"**Iteration {iteration_n} complete** ({orientation} orientation). "
f"Coded {len(proposed)} sentences with {total_codes} total codes "
f"(avg {total_codes/len(proposed) if proposed else 0:.1f} codes/sentence). "
f"Codebook has {len(updated_codebook)} entries. "
f"Agent took {len(steps)} steps. "
f"Reply: {reply[:200]}"
)
return codes_df, codebook_df, status
def handle_p2_save(
corpus,
codes_table, codebook_table,
downloads_list,
):
"""Save Phase 2 outputs as a timestamped JSON artifact."""
dl = list(downloads_list or [])
if isinstance(codes_table, pd.DataFrame):
codes_rows = codes_table.fillna("").to_dict("records")
else:
codes_rows = []
if isinstance(codebook_table, pd.DataFrame):
codebook_rows = codebook_table.fillna("").to_dict("records")
else:
codebook_rows = []
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase2_initial_coding",
"methodology": "Braun & Clarke 2006 Phase 2 β Generating Initial Codes (agentic)",
"method_contracts_enforced": (
"See method_contracts.check_phase2_initial_coding β enforced at run time. "
"Contracts: B&C 2006 p. 84 (orientation), p. 88 (systematic coverage), "
"reflexivity principle (positioning injected), iterative refinement (iter 1-3)."
),
"corpus_size": len(corpus or []),
"codes_table": codes_rows,
"codebook": codebook_rows,
}
path = save_json_artifact(artifact, "phase2_initial_coding")
dl.append(path)
# -- Supabase persistence --
db_note = ""
if DB_OK:
try:
# Re-read directly from artifact to avoid empty DataFrame issue
codes_to_save = artifact.get("codes_table", [])
cb_to_save = artifact.get("codebook", [])
n_codes = db.save_coded_sentences(codes_to_save)
n_cb = db.save_codebook(cb_to_save)
db_note = f" Saved to Supabase: {n_codes} coded rows, {n_cb} codebook entries."
except Exception as _dbe:
db_note = f" Supabase save failed: {_dbe}"
status = (
f"**Saved Final Codes** β {len(codes_rows)} coded sentences, "
f"{len(codebook_rows)} codebook entries. Artifact: `{path.split('/')[-1]}`{db_note}"
)
return status, dl, dl
# ----------------------------------------------------------------
# Phase 3 -- Searching for Themes handlers (Braun & Clarke 2006)
# ----------------------------------------------------------------
def handle_p3_run(
codebook_table,
similarity_threshold,
min_cluster_size,
orientation,
companion_reflexivity,
llm_provider, llm_key,
downloads_list,
):
dl = list(downloads_list or [])
empty_themes = pd.DataFrame(columns=[
"theme_id", "candidate_theme_name", "description", "rationale",
"member_codes", "code_count", "researcher_theme_name", "researcher_notes",
])
empty_noise = pd.DataFrame(columns=["code_name", "definition"])
if not PHASE3_OK:
return (empty_themes, empty_noise,
f"**Phase 3 unavailable** -- {_phase3_err}", dl, dl)
if codebook_table is None or (isinstance(codebook_table, pd.DataFrame) and codebook_table.empty):
return (empty_themes, empty_noise,
"**Cannot run Phase 3** -- no codebook. Run Phase 2 first.", dl, dl)
key = (llm_key or "").strip() or os.environ.get("MISTRAL_API_KEY", "")
if not key:
return (empty_themes, empty_noise,
"**Cannot run Phase 3** -- Mistral API key missing.", dl, dl)
codebook_df = codebook_table.copy() if isinstance(codebook_table, pd.DataFrame) else pd.DataFrame(codebook_table)
# --- FT50 method contract check (B&C 2006 Phase 3) ---
try:
contracts = check_phase3_searching_themes(
codebook_table=codebook_df,
similarity_threshold=float(similarity_threshold),
min_cluster_size=int(min_cluster_size),
llm_key=key,
)
except MethodContractError as e:
return (empty_themes, empty_noise,
f"**Method contract violation (Phase 3):**\n\n{e}", dl, dl)
try:
result = run_phase3_searching_themes(
codebook_df=codebook_df,
llm_provider=llm_provider or "Mistral",
llm_key=key,
similarity_threshold=float(similarity_threshold),
min_cluster_size=int(min_cluster_size),
orientation=orientation or "semantic",
reflexive_pos=companion_reflexivity or "",
)
except Exception as e:
return (empty_themes, empty_noise, f"**Phase 3 error:** {e}", dl, dl)
themes_df = pd.DataFrame(result["themes_rows"]) if result["themes_rows"] else empty_themes
noise_df = pd.DataFrame(result["noise_codes"]) if result["noise_codes"] else empty_noise
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase3_searching_themes",
"methodology": "Braun & Clarke 2006 Phase 3 -- Searching for Themes",
"method_contracts_verified": contracts_as_dicts(contracts),
"similarity_threshold": float(similarity_threshold),
"min_cluster_size": int(min_cluster_size),
"orientation": orientation,
"n_themes": result["n_themes"],
"n_noise": result["n_noise"],
"themes": result["themes_rows"],
"noise_codes": result["noise_codes"],
}
path = save_json_artifact(artifact, "phase3_searching_themes")
dl.append(path)
status = (
"**Phase 3 complete.** "
+ str(result["n_themes"]) + " candidate themes from "
+ str(len(codebook_df)) + " codes. "
+ str(result["n_noise"]) + " codes in noise bucket. "
+ "Artifact: `" + path.split("/")[-1] + "`"
)
return themes_df, noise_df, status, dl, dl
def handle_p3_save(themes_table, noise_table, downloads_list):
dl = list(downloads_list or [])
themes_rows = themes_table.fillna("").to_dict("records") if isinstance(themes_table, pd.DataFrame) else []
noise_rows = noise_table.fillna("").to_dict("records") if isinstance(noise_table, pd.DataFrame) else []
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase3_researcher_confirmed_themes",
"methodology": "Braun & Clarke 2006 Phase 3 -- Researcher-confirmed candidate themes",
"themes": themes_rows,
"noise_codes": noise_rows,
}
path = save_json_artifact(artifact, "phase3_themes")
dl.append(path)
# -- Supabase persistence --
db_note = ""
if DB_OK:
try:
n_themes = db.save_themes(themes_rows)
db_note = f" Saved to Supabase: {n_themes} themes."
except Exception as _dbe:
db_note = f" Supabase save failed: {_dbe}"
status = (
"**Saved Phase 3 themes** -- "
+ str(len(themes_rows)) + " themes, "
+ str(len(noise_rows)) + " noise codes. Artifact: `" + path.split("/")[-1] + "`"
+ db_note
)
return status, dl, dl
# ----------------------------------------------------------------
# Phase 4 -- Reviewing Themes handlers (Braun & Clarke 2006)
# ----------------------------------------------------------------
def handle_p4_run(
themes_table, codes_table,
companion_reflexivity,
llm_provider, llm_key,
downloads_list,
):
dl = list(downloads_list or [])
empty = pd.DataFrame(columns=[
"theme_id", "theme_name", "member_codes", "code_count",
"member_sentence_count", "within_cohesion",
"llm_verdict", "llm_reasoning", "llm_action_suggestion",
"researcher_verdict", "researcher_action_notes",
])
if not PHASE4_OK:
return empty, f"**Phase 4 unavailable** -- {_phase4_err}", dl, dl
if themes_table is None or (isinstance(themes_table, pd.DataFrame) and themes_table.empty):
return empty, "**Cannot run Phase 4** -- no themes. Run Phase 3 first.", dl, dl
key = (llm_key or "").strip() or os.environ.get("MISTRAL_API_KEY", "")
if not key:
return empty, "**Cannot run Phase 4** -- Mistral API key missing.", dl, dl
themes_df = themes_table.copy() if isinstance(themes_table, pd.DataFrame) else pd.DataFrame(themes_table)
codes_df = codes_table.copy() if isinstance(codes_table, pd.DataFrame) else pd.DataFrame()
# --- FT50 method contract check (B&C 2006 Phase 4) ---
try:
contracts = check_phase4_reviewing_themes(
themes_table=themes_df,
codes_table=codes_df,
llm_key=key,
)
except MethodContractError as e:
return empty, f"**Method contract violation (Phase 4):**\n\n{e}", dl, dl
try:
result = run_phase4_reviewing_themes(
themes_df=themes_df,
codes_df=codes_df,
corpus=[],
llm_key=key,
llm_provider=llm_provider or "Mistral",
reflexive_pos=companion_reflexivity or "",
)
except Exception as e:
return empty, f"**Phase 4 error:** {e}", dl, dl
review_df = pd.DataFrame(result["review_rows"]) if result["review_rows"] else empty
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase4_reviewing_themes",
"methodology": "Braun & Clarke 2006 Phase 4 -- Reviewing Themes",
"method_contracts_verified": contracts_as_dicts(contracts),
"review_rows": result["review_rows"],
"errors": result["errors"],
}
path = save_json_artifact(artifact, "phase4_reviewing_themes")
dl.append(path)
warns = result.get("errors", [])
warn_note = " " + str(len(warns)) + " errors." if warns else ""
status = (
"**Phase 4 complete.** " + str(len(result["review_rows"])) + " themes reviewed."
+ warn_note + " Artifact: `" + path.split("/")[-1] + "`"
)
return review_df, status, dl, dl
def handle_p4_save(review_table, downloads_list):
dl = list(downloads_list or [])
rows = review_table.fillna("").to_dict("records") if isinstance(review_table, pd.DataFrame) else []
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase4_researcher_verdicts",
"methodology": "Braun & Clarke 2006 Phase 4 -- Researcher-confirmed theme verdicts",
"review_rows": rows,
}
path = save_json_artifact(artifact, "phase4_verdicts")
dl.append(path)
# -- Supabase persistence --
db_note = ""
if DB_OK:
try:
n_reviews = db.save_theme_reviews(rows)
db_note = f" Saved to Supabase: {n_reviews} verdicts."
except Exception as _dbe:
db_note = f" Supabase save failed: {_dbe}"
status = "**Saved Phase 4 verdicts** -- " + str(len(rows)) + " rows. Artifact: `" + path.split("/")[-1] + "`" + db_note
return status, dl, dl
# ----------------------------------------------------------------
# Phase 5 -- Defining and Naming Themes handlers
# ----------------------------------------------------------------
def handle_p5_run(
review_table,
companion_reflexivity,
llm_provider, llm_key,
downloads_list,
):
dl = list(downloads_list or [])
empty = pd.DataFrame(columns=[
"theme_id", "original_name", "final_name", "definition",
"scope_note", "narrative_contribution", "member_codes",
"code_count", "researcher_final_name", "researcher_definition",
])
if not PHASE5_OK:
return empty, f"**Phase 5 unavailable** -- {_phase5_err}", dl, dl
if review_table is None or (isinstance(review_table, pd.DataFrame) and review_table.empty):
return empty, "**Cannot run Phase 5** -- no theme reviews. Run Phase 4 first.", dl, dl
key = (llm_key or "").strip() or os.environ.get("MISTRAL_API_KEY", "")
if not key:
return empty, "**Cannot run Phase 5** -- Mistral API key missing.", dl, dl
review_df = review_table.copy() if isinstance(review_table, pd.DataFrame) else pd.DataFrame(review_table)
# --- FT50 method contract check (B&C 2006 Phase 5) ---
try:
contracts = check_phase5_defining_naming(
review_table=review_df,
llm_key=key,
)
except MethodContractError as e:
return empty, f"**Method contract violation (Phase 5):**\n\n{e}", dl, dl
try:
result = run_phase5_defining_naming(
review_df=review_df,
llm_key=key,
llm_provider=llm_provider or "Mistral",
reflexive_pos=companion_reflexivity or "",
)
except Exception as e:
return empty, f"**Phase 5 error:** {e}", dl, dl
def_df = pd.DataFrame(result["definition_rows"]) if result["definition_rows"] else empty
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase5_defining_naming",
"methodology": "Braun & Clarke 2006 Phase 5 -- Defining and Naming Themes",
"method_contracts_verified": contracts_as_dicts(contracts),
"definition_rows": result["definition_rows"],
"skipped": result["skipped"],
"errors": result["errors"],
}
path = save_json_artifact(artifact, "phase5_defining_naming")
dl.append(path)
skip_note = f" {len(result['skipped'])} themes dropped (verdict=drop)." if result["skipped"] else ""
status = (
"**Phase 5 complete.** "
+ str(len(result["definition_rows"])) + " themes defined." + skip_note
+ " Artifact: `" + path.split("/")[-1] + "`"
)
return def_df, status, dl, dl
def handle_p5_save(def_table, downloads_list):
dl = list(downloads_list or [])
rows = def_table.fillna("").to_dict("records") if isinstance(def_table, pd.DataFrame) else []
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase5_researcher_definitions",
"methodology": "Braun & Clarke 2006 Phase 5 -- Researcher-confirmed theme definitions",
"definition_rows": rows,
}
path = save_json_artifact(artifact, "phase5_definitions")
dl.append(path)
status = "**Saved Phase 5 definitions** -- " + str(len(rows)) + " themes. Artifact: `" + path.split("/")[-1] + "`"
return status, dl, dl
# ----------------------------------------------------------------
# Phase 6 -- Producing the Report handlers
# ----------------------------------------------------------------
def handle_p6_run(
def_table, codes_table,
research_question,
companion_reflexivity,
corpus,
llm_provider, llm_key,
downloads_list,
):
dl = list(downloads_list or [])
if not PHASE6_OK:
return "", f"**Phase 6 unavailable** -- {_phase6_err}", dl, dl
if def_table is None or (isinstance(def_table, pd.DataFrame) and def_table.empty):
return "", "**Cannot run Phase 6** -- no theme definitions. Run Phase 5 first.", dl, dl
key = (llm_key or "").strip() or os.environ.get("MISTRAL_API_KEY", "")
if not key:
return "", "**Cannot run Phase 6** -- Mistral API key missing.", dl, dl
def_df = def_table.copy() if isinstance(def_table, pd.DataFrame) else pd.DataFrame(def_table)
codes_df = codes_table.copy() if isinstance(codes_table, pd.DataFrame) else pd.DataFrame()
corpus_desc = f"{len(corpus or [])} sentences" if corpus else "qualitative corpus"
# --- FT50 method contract check (B&C 2006 Phase 6) ---
try:
contracts = check_phase6_producing_report(
def_table=def_df,
llm_key=key,
)
except MethodContractError as e:
return "", f"**Method contract violation (Phase 6):**\n\n{e}", dl, dl
try:
result = run_phase6_producing_report(
definition_df=def_df,
codes_df=codes_df,
llm_key=key,
llm_provider=llm_provider or "Mistral",
research_question=research_question or "",
reflexive_pos=companion_reflexivity or "",
corpus_description=corpus_desc,
)
except Exception as e:
return "", f"**Phase 6 error:** {e}", dl, dl
if result["error"]:
return "", f"**Phase 6 error:** {result['error']}", dl, dl
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase6_producing_report",
"methodology": "Braun & Clarke 2006 Phase 6 -- Producing the Report",
"method_contracts_verified": contracts_as_dicts(contracts),
"theme_count": result["theme_count"],
"report_markdown": result["report_markdown"],
}
path = save_json_artifact(artifact, "phase6_report")
dl.append(path)
status = (
"**Phase 6 complete.** Report generated for "
+ str(result["theme_count"]) + " themes. "
+ "Artifact: `" + path.split("/")[-1] + "`"
)
return result["report_markdown"], status, dl, dl
def handle_p6_save(report_text, downloads_list):
dl = list(downloads_list or [])
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase6_researcher_report",
"methodology": "Braun & Clarke 2006 Phase 6 -- Researcher-edited final report",
"report_markdown": report_text or "",
}
path = save_json_artifact(artifact, "phase6_final_report")
# Also save as .md file
md_path = path.replace(".json", ".md")
with open(md_path, "w") as f:
f.write(report_text or "")
dl.extend([path, md_path])
status = "**Saved Phase 6 report** -- JSON + Markdown. Artifact: `" + md_path.split("/")[-1] + "`"
return status, dl, dl
# ----------------------------------------------------------------
# Phase 0 Preparation handlers (Moreno-Ortiz 2023; BERTopic_Teen 2025)
# ----------------------------------------------------------------
# Four pre-sampling hygiene steps. Each emits an artifact JSON with
# full reproducibility audit + literature citation.
#
# Data flow: corpus (list-of-dicts from upload) β DataFrame β
# noise_strip β length_filter β hash_dedup β semantic_dedup β
# DataFrame with frequency_weight col β back to list-of-dicts
# (this becomes the input to Phase 0 Sampling).
#
# All 4 preserve L1/L2/L3/L4/sentence_id/sentence schema.
# All 4 add/update frequency_weight (dedup steps merge; other steps
# pass through).
# ----------------------------------------------------------------
def _corpus_to_df(corpus):
"""Convert corpus (list-of-dicts) to DataFrame with schema ready."""
if not corpus:
return pd.DataFrame(columns=["L1", "L2", "L3", "L4", "sentence_id", "sentence"])
df = pd.DataFrame(corpus)
# Ensure required columns exist
for col in ["L1", "L2", "L3", "L4", "sentence_id", "sentence"]:
if col not in df.columns:
df[col] = ""
return df
def _df_to_corpus(df):
"""Convert DataFrame back to list-of-dicts for downstream state."""
if df is None or len(df) == 0:
return []
return df.fillna("").to_dict("records")
def handle_p0prep_length_filter(corpus, min_words, downloads_list):
"""Drop sentences shorter than min_words. Emit audit artifact."""
dl = list(downloads_list or [])
if not PHASE0_PREP_OK:
return corpus or [], pd.DataFrame(), f"**Phase 0 Prep unavailable** β {_phase0_prep_err}", dl, dl
if not corpus:
return [], pd.DataFrame(), "**No corpus loaded.** Upload a CSV first.", dl, dl
df_in = _corpus_to_df(corpus)
result = apply_length_filter(df_in, min_words=int(min_words))
if "error" in result:
return corpus, pd.DataFrame(), f"**Length filter error:** {result['error']}", dl, dl
df_out = result["filtered_df"]
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_prep_length_filter",
"sub_step": "0.0.1",
"methodology": "Moreno-Ortiz & GarcΓa-GΓ‘mez 2023 β length-based filtering",
**{k: v for k, v in result.items() if k != "filtered_df"},
}
path = save_json_artifact(artifact, "phase0_prep_length_filter")
dl.append(path)
status = (
f"**Length filter complete** (min_words={min_words}). \n"
f"- Input: {result['n_input']} rows \n"
f"- Dropped: {result['n_dropped']} (too short) \n"
f"- Kept: {result['n_kept']} \n"
f"- Word count distribution: min={result['n_words_distribution']['min']}, "
f"median={result['n_words_distribution']['median']}, max={result['n_words_distribution']['max']} \n"
f"- Artifact: `{path.split('/')[-1]}`"
)
return _df_to_corpus(df_out), df_out, status, dl, dl
def handle_p0prep_noise_strip(corpus, downloads_list):
"""Strip URLs, emoji, problematic Unicode. Emit audit artifact."""
dl = list(downloads_list or [])
if not PHASE0_PREP_OK:
return corpus or [], pd.DataFrame(), f"**Phase 0 Prep unavailable** β {_phase0_prep_err}", dl, dl
if not corpus:
return [], pd.DataFrame(), "**No corpus loaded.** Upload a CSV first.", dl, dl
df_in = _corpus_to_df(corpus)
result = apply_noise_strip(df_in)
if "error" in result:
return corpus, pd.DataFrame(), f"**Noise strip error:** {result['error']}", dl, dl
df_out = result["filtered_df"]
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_prep_noise_strip",
"sub_step": "0.0.2",
"methodology": "Moreno-Ortiz & GarcΓa-GΓ‘mez 2023; BERTopic_Teen 2025 β regex-based hygiene",
**{k: v for k, v in result.items() if k != "filtered_df"},
}
path = save_json_artifact(artifact, "phase0_prep_noise_strip")
dl.append(path)
status = (
f"**Noise strip complete.** \n"
f"- URLs removed: {result['n_urls_removed']} \n"
f"- Emoji removed: {result['n_emoji_removed']} \n"
f"- Sentences modified: {result['n_sentences_modified']} \n"
f"- Sentences emptied by stripping: {result['n_sentences_emptied']} "
f"(run length filter next to drop them) \n"
f"- Artifact: `{path.split('/')[-1]}`"
)
return _df_to_corpus(df_out), df_out, status, dl, dl
def handle_p0prep_hash_dedup(corpus, case_sensitive, downloads_list):
"""Exact-match dedup with frequency_weight counter. Emit audit artifact."""
dl = list(downloads_list or [])
if not PHASE0_PREP_OK:
return corpus or [], pd.DataFrame(), f"**Phase 0 Prep unavailable** β {_phase0_prep_err}", dl, dl
if not corpus:
return [], pd.DataFrame(), "**No corpus loaded.** Upload a CSV first.", dl, dl
df_in = _corpus_to_df(corpus)
result = apply_hash_dedup(df_in, case_sensitive=bool(case_sensitive))
if "error" in result:
return corpus, pd.DataFrame(), f"**Hash dedup error:** {result['error']}", dl, dl
df_out = result["filtered_df"]
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_prep_hash_dedup",
"sub_step": "0.0.3",
"methodology": "Moreno-Ortiz & GarcΓa-GΓ‘mez 2023 β frequency-preserving exact dedup",
**{k: v for k, v in result.items() if k != "filtered_df"},
}
path = save_json_artifact(artifact, "phase0_prep_hash_dedup")
dl.append(path)
status = (
f"**Hash deduplication complete.** \n"
f"- Input sentences (weighted): {result['n_input']} \n"
f"- Unique after dedup: {result['n_unique']} \n"
f"- Duplicates merged: {result['n_duplicates_merged']} "
f"({result['duplication_rate_pct']}%) \n"
f"- Max frequency_weight: {result['max_frequency_weight']} \n"
f"- Invariant preserved: {result['invariant_preserved']} "
f"(sum of frequency_weight == input count) \n"
f"- Artifact: `{path.split('/')[-1]}`"
)
return _df_to_corpus(df_out), df_out, status, dl, dl
def handle_p0prep_semantic_dedup(corpus, threshold, downloads_list):
"""MiniLM semantic near-dup merge. Emit audit artifact."""
dl = list(downloads_list or [])
if not PHASE0_PREP_OK:
return corpus or [], pd.DataFrame(), f"**Phase 0 Prep unavailable** β {_phase0_prep_err}", dl, dl
if not corpus:
return [], pd.DataFrame(), "**No corpus loaded.** Upload a CSV first.", dl, dl
df_in = _corpus_to_df(corpus)
result = apply_semantic_dedup(df_in, threshold=float(threshold))
if "error" in result:
return corpus, pd.DataFrame(), f"**Semantic dedup error:** {result['error']}", dl, dl
df_out = result["filtered_df"]
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_prep_semantic_dedup",
"sub_step": "0.0.4",
"methodology": "BERTopic_Teen 2025; SemDeDup Abbas 2023 β MiniLM cosine near-duplicate merge",
**{k: v for k, v in result.items() if k != "filtered_df"},
}
path = save_json_artifact(artifact, "phase0_prep_semantic_dedup")
dl.append(path)
status = (
f"**Semantic dedup complete** (threshold={threshold}). \n"
f"- Input rows: {result.get('n_input_rows', result['n_input'])} \n"
f"- Unique after dedup: {result['n_unique']} \n"
f"- Near-duplicates merged: {result['n_near_duplicates_merged']} \n"
f"- Model: `{result['model']}` \n"
f"- Invariant preserved: {result['invariant_preserved']} \n"
f"- Artifact: `{path.split('/')[-1]}`"
)
return _df_to_corpus(df_out), df_out, status, dl, dl
# ----------------------------------------------------------------
# Phase 0 -- Sampling handler (Gauthier & Wallace 2022)
# ----------------------------------------------------------------
_PHASE0_EMPTY_COLS = [
"idx", "L1", "L2", "L3", "L4", "sentence_id", "sentence",
"cluster_id_original", "cluster_id_refined", "cluster_id",
"cluster_fit", "cluster_mean_fit", "cluster_std_fit",
"cluster_quality_tier", "split_decision",
"cluster_size", "selected", "reason",
]
def _build_split_proposal_df(split_proposals: dict, cluster_stats_by_orig: dict) -> pd.DataFrame:
"""Render LOOSE-cluster split proposals as an editable researcher-review
table. Columns: cluster_id_original, cluster_size, std_before, n_sub_proposed,
max_std_after, improvement, target_reached, decision (editable).
"""
if not split_proposals:
return pd.DataFrame(columns=[
"cluster_id_original", "cluster_size", "std_before",
"n_sub_proposed", "max_std_after", "improvement",
"target_reached", "decision",
])
rows = []
for cid, prop in sorted(split_proposals.items()):
st = cluster_stats_by_orig.get(cid, {})
rows.append({
"cluster_id_original": int(cid),
"cluster_size": int(st.get("size", 0)),
"std_before": round(float(st.get("std_fit", 0.0)), 4),
"n_sub_proposed": int(prop.get("n_sub", 1)),
"max_std_after": round(
float(max(prop.get("sub_stds", [0.0]))) if prop.get("sub_stds") else 0.0,
4,
),
"improvement": round(float(prop.get("improvement", 0.0)), 4),
"target_reached": bool(prop.get("target_reached", False)),
"decision": "PENDING", # researcher edits to ACCEPTED / REJECTED
})
return pd.DataFrame(rows)
def handle_compression_run(
corpus,
sentences_per_cluster,
min_cluster_size,
outlier_sample_size,
min_cluster_fit,
downloads_list,
):
"""
Phase 0 Sampling β FT50 two-stage design.
Stage 1: HDBSCAN initial clustering.
Stage 2: Spread diagnostic per cluster (TIGHT/MEDIUM/LOOSE).
Stage 3: Agglomerative split PROPOSALS for LOOSE clusters. Researcher
reviews in a separate table and accepts/rejects.
Stage 4: Stratified sampling at 10% of cluster size (floor = min_cluster_size).
First call produces proposals with `decision=PENDING`. Researcher edits
the proposal table then clicks "Apply Split Decisions" to re-run Phase 0
with decisions applied (see handle_apply_split_decisions).
"""
dl = list(downloads_list or [])
empty = pd.DataFrame(columns=_PHASE0_EMPTY_COLS)
empty_proposals = pd.DataFrame(columns=[
"cluster_id_original", "cluster_size", "std_before",
"n_sub_proposed", "max_std_after", "improvement",
"target_reached", "decision",
])
if not COMPRESSION_OK:
return (empty, empty_proposals, corpus or [],
f"**Sampling unavailable** -- {_compression_err}", dl, dl)
if not corpus:
return (empty, empty_proposals, [],
"**No corpus loaded.** Run Phase 0 Preparation first.", dl, dl)
# --- FT50 method contract check (G&W 2022 Phase 0) ---
try:
contracts = check_phase0_compression(
corpus=corpus,
sentences_per_cluster=int(sentences_per_cluster),
min_cluster_size=int(min_cluster_size),
outlier_sample_size=int(outlier_sample_size),
)
except MethodContractError as e:
return (empty, empty_proposals, corpus or [],
f"**Method contract violation (Phase 0):**\n\n{e}", dl, dl)
try:
result = run_corpus_compression(
corpus=corpus,
sentences_per_cluster=int(sentences_per_cluster),
min_cluster_size=int(min_cluster_size),
outlier_sample_size=int(outlier_sample_size),
min_cluster_fit=float(min_cluster_fit),
auto_split_loose=True,
split_decisions=None, # first pass: no decisions applied
)
except Exception as e:
return (empty, empty_proposals, corpus,
f"**Sampling error:** {type(e).__name__}: {e}", dl, dl)
# Phase 0 Sampling output ends here. No `final_label` column β labels are
# produced by the DOWNSTREAM Cluster Labeling stage as its own frozen
# artifact. Phase 1 and later stages join the two artifacts at read-time
# on cluster_id. This enforces the one-way pipeline: no later stage
# mutates this Phase 0 output.
comp_df = pd.DataFrame(result["compression_rows"]) if result["compression_rows"] else empty
# Build stats-by-original-cluster mapping for proposal table rendering
cluster_stats_by_orig: dict[int, dict] = {}
for row in result["compression_rows"]:
cid = int(row["cluster_id_original"])
if cid == -1:
continue
if cid not in cluster_stats_by_orig:
cluster_stats_by_orig[cid] = {
"size": int(row["cluster_size"]),
"std_fit": float(row["cluster_std_fit"]),
}
proposals_df = _build_split_proposal_df(
result.get("split_proposals", {}), cluster_stats_by_orig
)
quality = result.get("quality_summary", {})
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_sampling",
"methodology": (
"Gauthier & Wallace (2022) computational thematic analysis at scale, "
"extended with two-stage clustering (HDBSCAN β Agglomerative refinement "
"on LOOSE clusters) and spread-aware stratified sampling for FT50 "
"submission. Researcher-in-the-loop review preserves B&C 2021 reflexivity."
),
"method_contracts_verified": contracts_as_dicts(contracts),
"design": {
"stage_1_clustering": "HDBSCAN (Campello, Moulavi, Zimek & Sander 2015, ACM TKDD 10(1):1-51)",
"stage_2_spread_diagnostic": "std(cluster_fit) classified TIGHT (<0.15) / MEDIUM (0.15-0.20) / LOOSE (>=0.20)",
"stage_3_agglomerative_refinement": "Ward (1963) JASA 58(301):236-244; applied to LOOSE clusters; researcher ACCEPT/REJECT/PENDING",
"stage_4_sampling": "Stratified by cluster_fit (50% top / 30% middle / 20% edge), n = max(min_cluster_size, ceil(0.10 Γ N))",
},
"references": {
"embedding": "Reimers & Gurevych (2019). Sentence-BERT. EMNLP 2019.",
"initial_clustering": "Campello, Moulavi, Zimek & Sander (2015). ACM TKDD 10(1):1-51.",
"agglomerative_split": "Ward (1963). JASA 58(301):236-244.",
"computational_ta_at_scale": "Gauthier & Wallace (2022). Proc. ACM HCI 6(GROUP) Article 25.",
"b_and_c_reflexivity": "Braun & Clarke (2021). Qualitative Research in Psychology.",
"researcher_validation": "Carlsen & Ralund (2022). Big Data & Society 9(1).",
},
"n_original": result["n_original"],
"n_compressed": result["n_compressed"],
"n_clusters": result["n_clusters"],
"n_outliers": result["n_outliers"],
"parameters": {
"sentences_per_cluster_legacy": int(sentences_per_cluster),
"min_cluster_size": int(min_cluster_size),
"outlier_sample_size": int(outlier_sample_size),
"min_cluster_fit_threshold": float(min_cluster_fit),
"spread_tight_max": 0.15,
"spread_medium_max": 0.20,
"sample_percentage": 0.10,
"stratify_top_middle_edge": [0.50, 0.30, 0.20],
},
"quality_summary": quality,
"split_proposals_pending_review": [
{
"cluster_id_original": int(cid),
"n_sub_proposed": int(prop["n_sub"]),
"sub_stds": [round(float(s), 4) for s in prop.get("sub_stds", [])],
"improvement": round(float(prop.get("improvement", 0.0)), 4),
"target_reached": bool(prop.get("target_reached", False)),
}
for cid, prop in result.get("split_proposals", {}).items()
],
"compression_rows": result["compression_rows"],
}
path = save_json_artifact(artifact, "corpus_compression")
dl.append(path)
errors_note = " " + "; ".join(result["errors"]) if result["errors"] else ""
# Build diagnostic status
tight = quality.get("TIGHT", 0)
medium = quality.get("MEDIUM", 0)
loose = quality.get("LOOSE", 0)
flagged = quality.get("n_flagged_for_split", 0)
quality_note = (
f" \n- **Cluster quality:** "
f"{tight} TIGHT (std<0.15), {medium} MEDIUM (0.15-0.20), "
f"**{loose} LOOSE (β₯0.20)**"
)
if flagged > 0:
quality_note += (
f" \n- **{flagged} LOOSE cluster(s) flagged for Agglomerative split review.** "
f"See the **Split Proposals** table below and set `decision` to "
f"`ACCEPTED` or `REJECTED`, then click **Apply Split Decisions** to re-sample. "
f"Committing now will proceed with PENDING decisions (soft-warn, logged in audit)."
)
status = (
"**Phase 0 Sampling complete.** "
+ str(result["n_original"]) + " sentences β "
+ str(result["n_compressed"]) + " selected across "
+ str(result["n_clusters"]) + " clusters ("
+ str(result["n_outliers"]) + " outliers)."
+ quality_note
+ errors_note
+ " \nArtifact: `" + path.split("/")[-1] + "`"
)
return comp_df, proposals_df, result["compressed_corpus"], status, dl, dl
# ----------------------------------------------------------------
# Apply researcher split decisions (re-runs Phase 0 with decisions)
# ----------------------------------------------------------------
def handle_apply_split_decisions(
corpus,
proposals_df,
sentences_per_cluster,
min_cluster_size,
outlier_sample_size,
min_cluster_fit,
downloads_list,
):
"""
Re-run Phase 0 with researcher ACCEPT/REJECT decisions from the proposals
table. Each ACCEPTED cluster gets its Agglomerative sub-cluster split
applied, producing refined cluster IDs (original*1000 + sub_id).
"""
dl = list(downloads_list or [])
empty = pd.DataFrame(columns=_PHASE0_EMPTY_COLS)
empty_proposals = pd.DataFrame(columns=[
"cluster_id_original", "cluster_size", "std_before",
"n_sub_proposed", "max_std_after", "improvement",
"target_reached", "decision",
])
if not COMPRESSION_OK:
return (empty, empty_proposals, corpus or [],
f"**Sampling unavailable** -- {_compression_err}", dl, dl)
if not corpus:
return (empty, empty_proposals, [],
"**No corpus loaded.** Run Phase 0 Preparation first.", dl, dl)
# Parse decisions out of the proposals dataframe
decisions: dict[int, str] = {}
if isinstance(proposals_df, pd.DataFrame) and not proposals_df.empty:
for _, row in proposals_df.iterrows():
try:
cid = int(row["cluster_id_original"])
dec = str(row.get("decision", "PENDING")).upper().strip()
if dec in ("ACCEPTED", "REJECTED", "PENDING"):
decisions[cid] = dec
except Exception:
continue
try:
result = run_corpus_compression(
corpus=corpus,
sentences_per_cluster=int(sentences_per_cluster),
min_cluster_size=int(min_cluster_size),
outlier_sample_size=int(outlier_sample_size),
min_cluster_fit=float(min_cluster_fit),
auto_split_loose=True,
split_decisions=decisions,
)
except Exception as e:
return (empty, empty_proposals, corpus,
f"**Re-sampling error:** {type(e).__name__}: {e}", dl, dl)
comp_df = pd.DataFrame(result["compression_rows"]) if result["compression_rows"] else empty
# Preserve researcher decisions in the proposal table (don't reset)
cluster_stats_by_orig: dict[int, dict] = {}
for row in result["compression_rows"]:
cid = int(row["cluster_id_original"])
if cid == -1:
continue
if cid not in cluster_stats_by_orig:
cluster_stats_by_orig[cid] = {
"size": int(row["cluster_size"]),
"std_fit": float(row["cluster_std_fit"]),
}
proposals_out_df = _build_split_proposal_df(
result.get("split_proposals", {}), cluster_stats_by_orig
)
# Override decision column with researcher's prior decisions
if not proposals_out_df.empty:
proposals_out_df["decision"] = proposals_out_df["cluster_id_original"].map(
lambda c: decisions.get(int(c), "PENDING")
)
quality = result.get("quality_summary", {})
n_accepted = quality.get("n_splits_accepted", 0)
n_rejected = quality.get("n_splits_rejected", 0)
n_pending = quality.get("n_splits_pending", 0)
errors_note = " " + "; ".join(result["errors"]) if result["errors"] else ""
warn = ""
if n_pending > 0:
warn = (
f" \nβ **{n_pending} split decision(s) still PENDING.** "
f"Soft-warn: Phase 0 artifact accepted with pending decisions. "
f"Refine before commit if desired."
)
status = (
"**Split decisions applied.** "
+ str(result["n_original"]) + " sentences β "
+ str(result["n_compressed"]) + " selected across "
+ str(result["n_clusters"]) + " refined clusters."
+ f" \n- Splits: {n_accepted} ACCEPTED, {n_rejected} REJECTED, {n_pending} PENDING"
+ warn
+ errors_note
)
return comp_df, proposals_out_df, result["compressed_corpus"], status, dl, dl
# ----------------------------------------------------------------
# LLM cluster labeling handlers β Phase 2 pattern (DataFrame in/out, no state)
# ----------------------------------------------------------------
# Matches the B&C Phase 2 handle_p2_run_iteration pattern that works without
# flicker: handler takes DataFrames as inputs, returns DataFrames as outputs,
# no separate gr.State machinery. Gradio handles the DataFrame round-trip.
def handle_label_init_cluster_table(compression_rows_df):
"""Build cluster-level editing table from compression DataFrame.
Returns (cluster_df, status_markdown)."""
empty_cluster_df = pd.DataFrame(columns=[
"cluster_id", "cluster_size", "mean_cluster_fit",
"top3_sentences_preview",
"llm_label_iter1", "researcher_edit_iter1",
"llm_label_iter2", "researcher_edit_iter2",
"final_label",
])
if not CLUSTER_LABELING_OK:
return empty_cluster_df, f"**Cluster labeling unavailable** β {_cluster_labeling_err}"
# compression_rows_df comes from live gw_compress_table
if isinstance(compression_rows_df, pd.DataFrame):
rows = compression_rows_df.to_dict(orient="records") if not compression_rows_df.empty else []
else:
rows = list(compression_rows_df or [])
if not rows:
return empty_cluster_df, "**No sampling rows.** Run Phase 0 first."
cluster_rows = build_cluster_table_from_compression(rows)
if not cluster_rows:
return empty_cluster_df, "**No non-noise clusters to label.**"
# Preview column already includes [L1 > sentence_id] provenance
# (built by cluster_labeling.build_cluster_table_from_compression)
df = pd.DataFrame(cluster_rows)
status = (
f"**Cluster Label table initialized.** {len(cluster_rows)} non-noise "
f"clusters ready for labeling. \n"
f"Next: click *Run Iter 1* to have the LLM draft 2-word labels for "
f"every cluster."
)
return df, status
def handle_label_iter1(cluster_labels_df, compression_rows_df, llm_provider, llm_key, downloads_list):
"""Run LLM iter1 β labels every cluster.
Returns (cluster_df, status_markdown, downloads, downloads)."""
dl = list(downloads_list or [])
empty_cluster_df = pd.DataFrame(columns=[
"cluster_id", "cluster_size", "mean_cluster_fit",
"top3_sentences_preview",
"llm_label_iter1", "researcher_edit_iter1",
"llm_label_iter2", "researcher_edit_iter2",
"final_label",
])
if not CLUSTER_LABELING_OK:
return empty_cluster_df, f"**Cluster labeling unavailable** β {_cluster_labeling_err}", dl, dl
# Read DataFrames directly
if isinstance(cluster_labels_df, pd.DataFrame):
cluster_rows = cluster_labels_df.to_dict(orient="records") if not cluster_labels_df.empty else []
else:
cluster_rows = list(cluster_labels_df or [])
if isinstance(compression_rows_df, pd.DataFrame):
comp_rows = compression_rows_df.to_dict(orient="records") if not compression_rows_df.empty else []
else:
comp_rows = list(compression_rows_df or [])
# Auto-build cluster table if researcher didn't click Init first
if not cluster_rows:
cluster_rows = build_cluster_table_from_compression(comp_rows)
if not cluster_rows:
return empty_cluster_df, "**No cluster rows.** Run Phase 0 + Init cluster table first.", dl, dl
# Preview column already includes [L1 > sentence_id] provenance
# (built by cluster_labeling.build_cluster_table_from_compression)
# Validate the UI key field is populated β the LLM API key field on the
# landing page is the ONLY source. If it's empty, tell the user directly.
key = (llm_key or "").strip()
if not key:
return pd.DataFrame(cluster_rows), (
"**Iter 1 failed: LLM API key missing.** "
"Paste your Mistral key in the **LLM API key** field at the top of the page, "
"then click β‘ Run Iter 1 again."
), dl, dl
try:
result = run_iter1(
cluster_rows=cluster_rows,
compression_rows=comp_rows,
llm_provider=llm_provider,
llm_key=key,
)
except Exception as e:
return pd.DataFrame(cluster_rows), f"**Iter 1 error:** {e}", dl, dl
if result.get("errors") and result.get("n_labeled", 0) == 0:
err = "; ".join(result["errors"])
return pd.DataFrame(cluster_rows), f"**Iter 1 failed:** {err}", dl, dl
updated = result["updated_cluster_rows"]
df = pd.DataFrame(updated) if updated else empty_cluster_df
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_cluster_labels_iter1",
"iteration": 1,
"llm_model": result.get("model_name"),
"temperature": 0.0,
"prompt_template": result.get("prompt_template"),
"label_length_constraint": "exactly 2 words",
"scope": "every non-noise cluster",
"n_labeled": result.get("n_labeled", 0),
"n_errors": result.get("n_errors", 0),
"errors": result.get("errors", []),
"per_cluster_audit": result.get("audit", []),
}
path = save_json_artifact(artifact, "cluster_labels_iter1")
dl.append(path)
n_labeled = result.get("n_labeled", 0)
n_errors = result.get("n_errors", 0)
model = result.get("model_name", "unknown")
err_line = f" \n- LLM errors: {n_errors}" if n_errors else ""
status = (
f"**Iter 1 complete.** {n_labeled} clusters labeled (strict 2-word) via {model} "
f"(temperature 0.0). \n"
f"- Review `llm_label_iter1` β type into `researcher_edit_iter1` where you want to refine \n"
f"- Then click β’ Run Iter 2 for an interpretive second pass on all clusters"
f"{err_line} \n"
f"Artifact: `{path.split('/')[-1]}`"
)
return df, status, dl, dl
def handle_label_iter2(cluster_labels_df, compression_rows_df, llm_provider, llm_key, downloads_list):
"""Run LLM iter2 on flagged clusters only."""
dl = list(downloads_list or [])
empty_cluster_df = pd.DataFrame(columns=[
"cluster_id", "cluster_size", "mean_cluster_fit",
"top3_sentences_preview",
"llm_label_iter1", "researcher_edit_iter1",
"llm_label_iter2", "researcher_edit_iter2",
"final_label",
])
if not CLUSTER_LABELING_OK:
return empty_cluster_df, f"**Cluster labeling unavailable** β {_cluster_labeling_err}", dl, dl
if isinstance(cluster_labels_df, pd.DataFrame):
cluster_rows = cluster_labels_df.to_dict(orient="records") if not cluster_labels_df.empty else []
else:
cluster_rows = list(cluster_labels_df or [])
if isinstance(compression_rows_df, pd.DataFrame):
comp_rows = compression_rows_df.to_dict(orient="records") if not compression_rows_df.empty else []
else:
comp_rows = list(compression_rows_df or [])
if not cluster_rows:
return empty_cluster_df, "**No cluster rows.** Run iter 1 first.", dl, dl
# Validate the UI key field is populated β same as iter1
key = (llm_key or "").strip()
if not key:
return pd.DataFrame(cluster_rows), (
"**Iter 2 failed: LLM API key missing.** "
"Paste your Mistral key in the **LLM API key** field at the top of the page, "
"then click β’ Run Iter 2 again."
), dl, dl
try:
result = run_iter2(
cluster_rows=cluster_rows,
compression_rows=comp_rows,
llm_provider=llm_provider,
llm_key=key,
)
except Exception as e:
return pd.DataFrame(cluster_rows), f"**Iter 2 error:** {e}", dl, dl
if result.get("errors") and result.get("n_refined", 0) == 0:
err = "; ".join(result["errors"])
return pd.DataFrame(cluster_rows), f"**Iter 2 skipped/failed:** {err}", dl, dl
updated = result["updated_cluster_rows"]
df = pd.DataFrame(updated) if updated else empty_cluster_df
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "phase0_cluster_labels_iter2",
"iteration": 2,
"llm_model": result.get("model_name"),
"temperature": 0.0,
"prompt_template": result.get("prompt_template"),
"label_length_constraint": "2-4 words max",
"scope": "all clusters (interpretive re-label)",
"n_refined": result.get("n_refined", 0),
"n_errors": result.get("n_errors", 0),
"errors": result.get("errors", []),
"per_cluster_audit": result.get("audit", []),
}
path = save_json_artifact(artifact, "cluster_labels_iter2")
dl.append(path)
n_refined = result.get("n_refined", 0)
n_errors = result.get("n_errors", 0)
model = result.get("model_name", "unknown")
err_line = f" \n- LLM errors: {n_errors}" if n_errors else ""
status = (
f"**Iter 2 complete.** {n_refined} clusters re-labeled with interpretive "
f"prompt via {model} (temp 0.0). \n"
f"- Review `llm_label_iter2` against `llm_label_iter1` β do they differ? Which is stronger? \n"
f"- Optionally type into `researcher_edit_iter2` to refine further \n"
f"- **Then type the winning label into `final_label` for every cluster** \n"
f"- Click *Commit Final Labels* when ALL final_labels are filled{err_line} \n"
f"Artifact: `{path.split('/')[-1]}`"
)
return df, status, dl, dl
def handle_label_commit_final(cluster_labels_df, compression_rows_df, downloads_list):
"""Commit researcher's final labels. ONE-WAY PIPELINE.
Produces a frozen cluster-level artifact:
{cluster_id β final_label, choice_source, candidates}
Does NOT mutate the Phase 0 Sampling Table (compression_rows). The Sampling
Table is Phase 0's frozen output; this handler only writes its own artifact.
Phase 1 and downstream stages join the two frozen artifacts at read-time
on cluster_id.
Returns: (cluster_df, status_markdown, downloads_state, downloads_files_out)
β 4 outputs. Sampling Table is NOT in outputs.
"""
dl = list(downloads_list or [])
empty_cluster_df = pd.DataFrame(columns=[
"cluster_id", "cluster_size", "mean_cluster_fit",
"top3_sentences_preview",
"llm_label_iter1", "researcher_edit_iter1",
"llm_label_iter2", "researcher_edit_iter2",
"final_label",
])
if not CLUSTER_LABELING_OK:
return (empty_cluster_df,
f"**Cluster labeling unavailable** β {_cluster_labeling_err}", dl, dl)
if isinstance(cluster_labels_df, pd.DataFrame):
cluster_rows = cluster_labels_df.to_dict(orient="records") if not cluster_labels_df.empty else []
else:
cluster_rows = list(cluster_labels_df or [])
if isinstance(compression_rows_df, pd.DataFrame):
comp_rows = compression_rows_df.to_dict(orient="records") if not compression_rows_df.empty else []
else:
comp_rows = list(compression_rows_df or [])
if not cluster_rows:
return empty_cluster_df, "**No cluster rows.** Run iter 1 first.", dl, dl
try:
result = commit_final_labels(cluster_rows, comp_rows)
except Exception as e:
return (pd.DataFrame(cluster_rows),
f"**Commit error:** {e}", dl, dl)
# Validation failure: some final_labels blank β no artifact written, no propagation
validation_error = result.get("validation_error")
if validation_error:
cluster_df = pd.DataFrame(cluster_rows) if cluster_rows else empty_cluster_df
return (
cluster_df,
f"**Commit blocked.** {validation_error}",
dl, dl,
)
updated_cluster = result["updated_cluster_rows"]
cluster_df = pd.DataFrame(updated_cluster) if updated_cluster else empty_cluster_df
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "cluster_labels_final",
"pipeline_stage": "cluster_labeling (downstream of phase0_sampling)",
"methodology": (
"For each cluster, researcher reviewed 4 candidate labels "
"(llm_label_iter1 strict + researcher_edit_iter1 + llm_label_iter2 interpretive + "
"researcher_edit_iter2) and typed authoritative final_label. "
"Commit rejects blanks β every final_label is researcher-authored. "
"Per Braun & Clarke (2006) 'themes are actively developed by the researcher.'"
),
"pipeline_contract": (
"This artifact is a frozen cluster-level mapping. "
"Phase 0 Sampling's output (sentences with cluster_id) is NOT mutated. "
"Downstream stages join on cluster_id at read-time."
),
"n_committed": result.get("n_committed", 0),
"n_blank": result.get("n_blank", 0),
"source_distribution": result.get("source_distribution", {}),
"cluster_id_to_final_label": {
str(a["cluster_id"]): a["final_label"] for a in result.get("audit", [])
},
"per_cluster_resolution": result.get("audit", []),
}
path = save_json_artifact(artifact, "cluster_labels_final")
dl.append(path)
n_committed = result.get("n_committed", 0)
source_dist = result.get("source_distribution", {})
dist_lines = []
label_map = {
"llm_label_iter1": "LLM iter1 (strict)",
"researcher_edit_iter1": "your iter1 edit",
"llm_label_iter2": "LLM iter2 (interpretive)",
"researcher_edit_iter2": "your iter2 edit",
"custom_5th_option": "custom (none of 4 candidates)",
}
for src_key, friendly in label_map.items():
n = source_dist.get(src_key, 0)
if n:
dist_lines.append(f" - From **{friendly}**: {n}")
dist_text = "\n".join(dist_lines) if dist_lines else " - (no breakdown available)"
status = (
f"**Final labels committed.** {n_committed} clusters labeled. \n"
f"- Frozen artifact: cluster_id β final_label mapping \n"
f"- Phase 0 Sampling Table above is **unchanged** (one-way pipeline) \n"
f"- Phase 1 and downstream stages will join on `cluster_id` at read-time \n\n"
f"**Source distribution of researcher's choices:** \n"
f"{dist_text} \n\n"
f"Artifact: `{path.split('/')[-1]}`"
)
return cluster_df, status, dl, dl
def handle_vectorize_preview(embedding_provider, embedding_key, downloads_list):
"""Compute embeddings for the first 10 training sentences and show them."""
dl = list(downloads_list or [])
if not VECTORSTORE_OK:
return pd.DataFrame(), "vectorstore unavailable β check build logs", dl, dl
try:
rows = vectorstore.preview_vectors(
n=10,
embedding_provider=embedding_provider,
embedding_api_key=embedding_key,
)
except Exception as e:
return (
pd.DataFrame(),
f"Embedding failed on provider `{embedding_provider}`: {e}",
dl, dl,
)
df = pd.DataFrame(rows)
status = (
f"**Embedding provider:** `{embedding_provider}` \n"
f"**Vector dim:** {rows[0]['vector_dim'] if rows else '?'} \n"
f"Showing first 10 sentences with the first 8 of the vector dimensions."
)
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "vectorize_preview",
"embedding_provider": embedding_provider,
"preview_rows": rows,
}
path = save_json_artifact(artifact, "vectors_preview")
dl.append(path)
return df, status, dl, dl
def handle_vector_index(embedding_provider, embedding_key, downloads_list):
"""Embed all 100 sentences and write them to ChromaDB."""
dl = list(downloads_list or [])
if not VECTORSTORE_OK:
return "vectorstore unavailable β check build logs", dl, dl
try:
result = vectorstore.index_training_data(
embedding_provider=embedding_provider,
embedding_api_key=embedding_key,
)
except Exception as e:
return (
f"Indexing failed on provider `{embedding_provider}`: {e}",
dl, dl,
)
status = (
f"**Indexed {result['indexed']} sentences** into ChromaDB collection "
f"`{result['collection_name']}`. \n"
f"**Vector dim:** {result['vector_dim']} \n"
f"**Embedding provider:** `{result['embedding_provider']}` \n"
f"**Embedding model:** `{result['embedding_model']}` \n"
f"**Persist dir:** `{result['persist_dir']}`"
)
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "vector_index",
**result,
}
path = save_json_artifact(artifact, "vector_index")
dl.append(path)
return status, dl, dl
def handle_vector_search(query, n_results,
embedding_provider, embedding_key, downloads_list):
"""Semantic search β embed query and retrieve top-N nearest sentences."""
dl = list(downloads_list or [])
if not VECTORSTORE_OK:
return pd.DataFrame(), "vectorstore unavailable β check build logs", dl, dl
if not query or not query.strip():
return pd.DataFrame(), "Enter a query to search.", dl, dl
try:
hits = vectorstore.search(
query.strip(),
n_results=int(n_results),
embedding_provider=embedding_provider,
embedding_api_key=embedding_key,
)
except Exception as e:
return (
pd.DataFrame(),
f"Search failed on provider `{embedding_provider}`: {e}",
dl, dl,
)
if not hits:
return (
pd.DataFrame(),
"No results. Have you indexed the collection yet? "
"Click 'Index all 100 sentences' in the Vector DB tab first. "
"Note: indexing and searching must use the SAME embedding provider "
"because vector dimensions differ between providers.",
dl, dl,
)
df = pd.DataFrame([
{
"rank": i + 1,
"similarity": round(h["similarity"], 4),
"label": h["label"],
"sentence": h["sentence"],
}
for i, h in enumerate(hits)
])
status = f"**Query:** `{query}` β found {len(hits)} nearest neighbors"
artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "vector_search",
"query": query,
"n_results": int(n_results),
"embedding_provider": embedding_provider,
"hits": hits,
}
path = save_json_artifact(artifact, "vector_search")
dl.append(path)
return df, status, dl, dl
def handle_vector_clear(downloads_list):
"""Drop all rows from the Chroma collection."""
dl = list(downloads_list or [])
if not VECTORSTORE_OK:
return "vectorstore unavailable", dl, dl
result = vectorstore.clear_collection()
stats = vectorstore.collection_stats()
status = f"**Cleared {result['cleared']} vectors.** Collection now has {stats['count']} rows."
return status, dl, dl
def clear_vectorize_preview():
return pd.DataFrame(), "Click 'Preview embeddings' to see sentence vectors."
# ----------------------------------------------------------------
# Main chat handler
# ----------------------------------------------------------------
# Only the two raw-SDK backends (Workflow, Simple Python Agent) respect
# the chosen LLM provider. Framework backends are pinned to Mistral
# because each framework wires its LLM differently and swapping them
# per-provider is a larger rewrite.
PROVIDER_AWARE_BACKENDS = {"Workflow", "Simple Python Agent"}
def process_message(user_message, mode, llm_provider, llm_key,
chat_history, loaded_context, downloads_list):
dl = list(downloads_list or [])
if not user_message or not user_message.strip():
return chat_history, pd.DataFrame(), "", pd.DataFrame(), "", dl, dl, ""
backend = BACKENDS.get(mode)
if backend is None:
return chat_history, pd.DataFrame(), "", pd.DataFrame(), \
f"# Unknown backend: {mode}", dl, dl, ""
# Framework backends always use Mistral; raw-SDK backends use chosen provider
effective_provider = llm_provider if mode in PROVIDER_AWARE_BACKENDS else "Mistral"
try:
if mode in PROVIDER_AWARE_BACKENDS:
client = backend.get_client(llm_key, provider=effective_provider)
else:
client = backend.get_client(llm_key)
except Exception as e:
err = f"# Could not create client for {effective_provider}: {e}"
return chat_history, pd.DataFrame(), "", pd.DataFrame(), err, dl, dl, ""
# ----------------------------------------------------------------
# Dispatch: ringmaster-aware backend vs legacy backend
# ----------------------------------------------------------------
is_ringmaster = hasattr(backend, "run_ringmaster")
if is_ringmaster:
# Ringmaster receives the raw user message plus a context dict
# holding session state. The supervisor calls check_data_status
# as its first tool, so we must NOT prefix the message with the
# loaded data the way legacy backends do.
ringmaster_context = {
"loaded_context": loaded_context or "",
"llm_provider": effective_provider,
"llm_key": llm_key or "",
"cgt_result": None,
"cta_result": None,
}
try:
result = backend.run_ringmaster(client, user_message, ringmaster_context)
except Exception as e:
err_reply = f"(error from {mode} / {effective_provider}: {e})"
new_history = (chat_history or []) + [
{"role": "user", "content": user_message},
{"role": "assistant", "content": err_reply},
]
return new_history, pd.DataFrame(), "", pd.DataFrame(), "", dl, dl, ""
else:
# Legacy path: prefix loaded_context into the message text, call
# backend.run(client, message) or backend.run(client, message, provider=...)
if loaded_context:
effective_message = (
f"Available data:\n{loaded_context[:MAX_CONTEXT_CHARS]}\n\n"
f"User question: {user_message}"
)
else:
effective_message = user_message
try:
if mode in PROVIDER_AWARE_BACKENDS:
result = backend.run(client, effective_message, provider=effective_provider)
else:
result = backend.run(client, effective_message)
except Exception as e:
err_reply = f"(error from {mode} / {effective_provider}: {e})"
new_history = (chat_history or []) + [
{"role": "user", "content": user_message},
{"role": "assistant", "content": err_reply},
]
return new_history, pd.DataFrame(), "", pd.DataFrame(), "", dl, dl, ""
new_history = (chat_history or []) + [
{"role": "user", "content": user_message},
{"role": "assistant", "content": result["reply"]},
]
steps_df, extracted_json, chart_df, code_snippet = build_outputs(
user_message, mode, result
)
# For the artifact log, record what was actually sent to the backend.
# Ringmaster receives the raw user_message; legacy backends may receive
# the prefixed effective_message.
logged_effective = effective_message if not is_ringmaster else user_message
run_artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": f"chat_run_{mode.lower()}",
"mode": mode,
"llm_provider": effective_provider,
"user_message": user_message,
"effective_message": logged_effective,
"reply": result["reply"],
"steps": result["steps"],
"extracted": result["extracted"],
}
run_path = save_json_artifact(run_artifact, f"run_{mode.lower()}")
dl.append(run_path)
return (
new_history, steps_df, extracted_json, chart_df, code_snippet,
dl, dl, "",
)
# ----------------------------------------------------------------
# Form submission β saves a form JSON, then routes through process_message
# ----------------------------------------------------------------
def submit_form(task_type, operation, num_a, num_b, city, notes,
mode, llm_provider, llm_key, chat_history, loaded_context, downloads_list):
dl = list(downloads_list or [])
form_artifact = {
"timestamp": datetime.now().isoformat(),
"source_type": "form_submission",
"task_type": task_type,
"operation": operation,
"number_a": num_a,
"number_b": num_b,
"city": city,
"notes": notes,
}
form_path = save_json_artifact(form_artifact, "form")
dl.append(form_path)
builders = {
"Math": lambda: f"Calculate {num_a} {operation.lower()} {num_b}",
"Weather": lambda: f"What is the weather in {city}?",
"General": lambda: notes or "Hello",
}
user_message = builders[task_type]()
return process_message(user_message, mode, llm_provider, llm_key,
chat_history, loaded_context, dl)
def clear_form():
return "Math", "Add", 0, 0, "", ""
def new_chat(downloads_list):
dl = list(downloads_list or [])
return [], pd.DataFrame(), "", pd.DataFrame(), "", dl, dl, ""
# ============================================================================
# ZONE 4 β UI definition (gr.Blocks)
# ============================================================================
# Layout tree:
# Row
# +-- Column (sidebar): settings, mode, new chat, tab guide
# +-- Column (main):
# +-- Chatbot (display)
# +-- Row: chat_input + send_btn
# +-- Tabs (top-level)
# +-- Data sources (Tab)
# | +-- Tabs (inner)
# | +-- Web scraping
# | +-- PDF upload
# | +-- CSV / Excel upload
# +-- Form (Tab)
# +-- Results (Tab)
# | +-- Tabs (inner)
# | +-- Table
# | +-- Code
# | +-- Extracted
# +-- Visuals (Tab)
# +-- Downloads (Tab)
#
# TWO gr.State OBJECTS persist values across clicks:
# loaded_context_state -> text from the last loaded data source
# downloads_state -> list of file paths, grows as artifacts are created
# ----------------------------------------------------------------
# UI
# ----------------------------------------------------------------
with gr.Blocks(
theme=gr.themes.Soft(primary_hue="orange"),
title="Agentic AI Systems for Large Scale Content Analysis",
css="""
#main_chatbot {
border: 1px solid #e0e0e0;
border-radius: 8px;
padding: 4px;
}
#send_btn { min-height: 42px !important; max-height: 42px !important; height: 42px !important; }
#chat_input textarea { min-height: 42px !important; max-height: 42px !important; }
#desc_block p, #desc_block small { font-size: 0.78rem; line-height: 1.3; }
#desc_block { margin-bottom: 2px; }
#sidebar_block label { font-size: 0.78rem !important; }
#sidebar_block .wrap { padding: 4px 6px !important; }
#sidebar_block input { font-size: 0.78rem !important; padding: 4px !important; }
.sidebar-label { font-size: 0.72rem; color: #666; margin: 2px 0 0 0; line-height: 1.2; }
}
.tab-nav button.selected,
[role="tab"][aria-selected="true"] {
background: #e8621a !important;
color: white !important;
border: 1px solid #e8621a !important;
}
"""
) as demo:
gr.Markdown("<h1 style=\"text-align:center; margin-bottom:2px;\">Agentic AI Systems for Large Scale Content Analysis</h1>")
gr.Markdown("<p style=\"text-align:center; font-size:0.95rem; font-weight:600; margin:2px 0;\">Where Agentic AI Meets Qualitative Research β Thematic Analysis, Grounded Theory and Machine Learning</p>")
gr.Markdown("<p style=\"text-align:center; font-size:0.85rem; font-weight:700; font-style:italic; color:#e8621a; border-top:2px solid #e8621a; border-bottom:2px solid #e8621a; padding:3px 0; margin:4px 0 6px 0;\">AI-First User Interface in the Age of Agents and Chatbots</p>")
with gr.Row(elem_id="desc_block"):
with gr.Column(scale=1):
gr.Markdown(
"<small>"
"**Agent Progression** β Raw Python β LangChain β LangGraph Supervisor β smolagents β CrewAI Multi-Agent β LlamaIndex \n"
"**Web Scraping at Scale** β Agentic URL scraper, PDF loader, spreadsheet loader, real-time web search \n"
"**Embedding-Based Supervised ML** β sentence embeddings β text classifier β accuracy evaluation β prediction \n"
"**Embedding-Based Unsupervised ML** β sentence embeddings β hierarchical clustering β silhouette scoring β LLM cluster labelling"
"</small>"
)
with gr.Column(scale=1):
gr.Markdown(
"**π¬ Researcher Workbench** \n"
"**β‘ Agentic Computational Thematic Analysis** β 6-phase: familiarize β code β themes β review β define β report \n"
"**β‘ Agentic Computational Grounded Theory** β pattern detection β refinement β confirmation \n"
"<span style=\"font-size:0.65rem; color:#888;\">"
"Refs: Braun & Clarke (2006) QRP 3(2); Gauthier & Wallace (2022) PACMHCI 6(GROUP); "
"Nelson (2020) SMR 49(1); Carlsen & Ralund (2022) BDS 9(1); Glaser & Strauss (1967)."
"</span>"
)
loaded_context_state = gr.State("")
downloads_state = gr.State([])
trained_state = gr.State(None)
# ------------------------------------------------------------------------
# Per-workbench corpus states β methodological isolation (FT50 Priority 2a).
# Each of the three workbenches owns its own corpus so a CSV loaded in one
# does NOT appear in another. Replaces the former shared corpus state.
# ------------------------------------------------------------------------
bc_corpus_state = gr.State([]) # Braun & Clarke (reflexive TA) workbench corpus
gw_corpus_state = gr.State([]) # Gauthier & Wallace (TA at scale) workbench corpus
gw_approved_corpus_state = gr.State([]) # G&W Phase 1 output β feeds Phase 2-6
cgt_corpus_state = gr.State([]) # Nelson + Carlsen & Ralund (grounded theory) corpus
with gr.Row():
# ---------------- Sidebar ----------------
with gr.Column(scale=1, min_width=220):
new_chat_btn = gr.Button("+ New chat", variant="primary")
gr.Markdown("<span class=\"sidebar-label\">LLM β Mistral (locked)</span>")
llm_provider_select = gr.Dropdown(
choices=list(providers.LLM_PROVIDERS.keys()),
value="Mistral",
label="LLM provider",
interactive=False,
info="Locked to Mistral for this release.",
)
llm_key_input = gr.Textbox(
label="LLM API key",
type="password",
placeholder="paste your Mistral API key",
)
gr.Markdown("<span class=\"sidebar-label\">Embedding β MiniLM 384-dim (locked)</span>")
embedding_provider_select = gr.Dropdown(
choices=list(providers.EMBEDDING_PROVIDERS.keys()),
value="MiniLM (local)",
label="Embedding provider",
interactive=False,
info="Locked to MiniLM (local) for this release.",
)
embedding_key_input = gr.Textbox(
label="Embedding API key",
type="password",
placeholder="not needed for MiniLM (local)",
interactive=False,
)
gr.Markdown("<span class=\"sidebar-label\">Agent Backend β Research Assistant + Vector Embeddings (locked)</span>")
_mode_choices = list(BACKENDS.keys()) or ["(no backends loaded)"]
# Prefer Research Assistant as the default if present
if "Research Assistant enabled by Vector Embeddings" in _mode_choices:
_mode_default = "Research Assistant enabled by Vector Embeddings"
else:
_mode_default = _mode_choices[0]
mode_select = gr.Radio(
choices=_mode_choices,
value=_mode_default,
label="Backend",
interactive=False,
info="Locked to Research Assistant for this release.",
)
gr.Markdown(
"<span class=\"sidebar-label\">"
"**Tabs:** Inputs (data, form) Β· Processing (Supervised ML, Unsupervised ML, Vector) Β· Outputs (Results, Visuals, Downloads) Β· Researcher Workbench"
"</span>"
)
# ---------------- Main area ----------------
with gr.Column(scale=3):
chatbot = gr.Chatbot(height=220, label="Conversation", elem_id="main_chatbot")
with gr.Row():
chat_input = gr.Textbox(
placeholder="Message the agent...",
show_label=False,
scale=5,
elem_id="chat_input",
)
send_btn = gr.Button("Send", scale=1, variant="primary", elem_id="send_btn")
with gr.Tabs():
# =================== INPUTS ===================
# =================== INPUTS ===================
with gr.Tab("Inputs"):
with gr.Tabs():
with gr.Tab("Data sources"):
gr.Markdown(
"Load external data as context. Each load is saved "
"as a timestamped JSON file in the Downloads tab."
)
with gr.Tabs():
with gr.Tab("Web scraping"):
url_input = gr.Textbox(
label="URL", placeholder="https://example.com",
)
with gr.Row():
scrape_btn = gr.Button("Scrape", variant="primary")
scrape_clear_btn = gr.Button("Clear")
scrape_preview = gr.Textbox(
label="Extracted text", lines=8, interactive=False,
)
scrape_status = gr.Markdown("Nothing loaded.")
with gr.Tab("PDF upload"):
pdf_input = gr.File(
label="Upload PDF", file_types=[".pdf"],
)
with gr.Row():
pdf_extract_btn = gr.Button("Extract text", variant="primary")
pdf_clear_btn = gr.Button("Clear")
pdf_preview = gr.Textbox(
label="Extracted text", lines=8, interactive=False,
)
pdf_status = gr.Markdown("Nothing loaded.")
with gr.Tab("CSV / Excel upload"):
csv_input = gr.File(
label="Upload CSV or Excel",
file_types=[".csv", ".xlsx", ".xls"],
)
with gr.Row():
csv_load_btn = gr.Button("Load", variant="primary")
csv_clear_btn = gr.Button("Clear")
csv_preview = gr.Dataframe(
label="Preview (first 20 rows)", interactive=False,
)
csv_status = gr.Markdown("Nothing loaded.")
with gr.Tab("ML examples"):
gr.Markdown(
"Load the built-in catalog of labeled ML paper "
"sentences as context. No upload needed β the "
"dataset lives in examples.py."
)
with gr.Row():
ml_load_btn = gr.Button("Load catalog", variant="primary")
ml_clear_btn = gr.Button("Clear")
ml_preview = gr.Textbox(
label="Catalog preview", lines=10, interactive=False,
)
ml_status = gr.Markdown("Nothing loaded.")
with gr.Tab("Form"):
gr.Markdown(
"Fill structured fields and hit Submit. Generates a chat "
"message and saves the form fields as their own JSON file."
)
form_task = gr.Dropdown(
["Math", "Weather", "General"],
value="Math", label="Task type",
)
form_op = gr.Dropdown(
["Add", "Multiply"],
value="Add", label="Operation (Math only)",
)
with gr.Row():
form_a = gr.Number(label="Number A", value=0)
form_b = gr.Number(label="Number B", value=0)
form_city = gr.Textbox(
label="City (Weather only)", placeholder="e.g. Tokyo",
)
form_notes = gr.Textbox(
label="Notes (General only)", lines=2,
)
with gr.Row():
form_submit = gr.Button("Submit", variant="primary")
form_clear = gr.Button("Clear")
# =================== SUPERVISED MACHINE LEARNING ===================
# =================== PROCESSING / ANALYSIS ===================
with gr.Tab("Processing / Analysis"):
with gr.Tabs():
with gr.Tab("Supervised Machine Learning"):
gr.Markdown(
"**Supervised ML** on the built-in 100-sentence customer-feedback "
"dataset (6 labels). Uses semantic embeddings from "
"`sentence-transformers/all-MiniLM-L6-v2` + logistic regression. "
"No LLM involved."
)
with gr.Tabs():
with gr.Tab("Dataset"):
gr.Markdown(
"The 100 labeled sentences the classifier learns from. "
"Six labels, roughly balanced: positive_review, "
"negative_review, question, complaint, compliment, "
"feature_request."
)
sup_label_filter = gr.Dropdown(
choices=["(all)"] + list(sorted(
{e["label"] for e in TRAINING_EXAMPLES}
)),
value="(all)",
label="Filter by label",
)
sup_dataset_view = gr.Dataframe(
value=pd.DataFrame(TRAINING_EXAMPLES),
label=f"Training dataset ({len(TRAINING_EXAMPLES)} sentences)",
interactive=False,
wrap=True,
)
with gr.Tab("Train"):
gr.Markdown(
"Click Train to fit a logistic regression classifier on "
"semantic embeddings of 80 sentences (stratified split), "
"then evaluate on the remaining 20."
)
with gr.Row():
train_btn = gr.Button("Train classifier", variant="primary")
train_clear_btn = gr.Button("Clear")
train_status = gr.Markdown("Not trained yet.")
confusion_out = gr.Dataframe(
label="Confusion matrix (rows=actual, cols=predicted)",
interactive=False,
wrap=True,
)
with gr.Tab("Predict"):
gr.Markdown(
"Type a new sentence to classify. The classifier must "
"be trained first β go to the Train sub-tab and click "
"Train classifier before using this panel."
)
predict_input = gr.Textbox(
label="Sentence",
placeholder="e.g. this product is amazing",
lines=2,
)
predict_btn = gr.Button("Predict", variant="primary")
predict_out = gr.Markdown("No prediction yet.")
# =================== UNSUPERVISED MACHINE LEARNING ===================
with gr.Tab("Unsupervised Machine Learning"):
gr.Markdown(
"**Unsupervised ML** on the same 100-sentence dataset with the "
"labels hidden from the algorithm. Uses semantic embeddings from "
"`sentence-transformers/all-MiniLM-L6-v2` + **Hierarchical "
"Agglomerative Clustering** with cosine distance."
)
with gr.Tabs():
with gr.Tab("Dataset"):
gr.Markdown(
"The 100 sentences the clustering algorithm sees. "
"Labels are hidden here on purpose β unsupervised "
"learning works without them. After clustering runs, "
"the Cluster sub-tab compares discovered clusters to "
"the true labels so you can see what the algorithm "
"figured out on its own."
)
unsup_dataset_view = gr.Dataframe(
value=pd.DataFrame(
[{"sentence": e["sentence"]} for e in TRAINING_EXAMPLES]
),
label=f"Sentences only ({len(TRAINING_EXAMPLES)} rows, no labels)",
interactive=False,
wrap=True,
)
with gr.Tab("Cluster"):
gr.Markdown(
"**Hierarchical Agglomerative Clustering** on "
"semantic embeddings. Clusters emerge from a "
"similarity threshold instead of a fixed count. "
"Small clusters become **noise**. Each surviving "
"cluster exposes its **centroid** and the "
"**N nearest-to-centroid** sentences as "
"representatives β optionally sent to an LLM "
"for an automatic cluster label."
)
cluster_sim = gr.Slider(
0.40, 0.90, value=0.60, step=0.05,
label="Similarity threshold",
info="Minimum cosine similarity between vectors to merge.",
)
cluster_min = gr.Slider(
2, 10, value=3, step=1,
label="Minimum cluster size",
info="Clusters smaller than this are reassigned to noise.",
)
cluster_nnear = gr.Slider(
1, 10, value=3, step=1,
label="N nearest-to-centroid",
info="How many representative sentences to pick per cluster.",
)
cluster_llm_toggle = gr.Checkbox(
label="Label clusters with LLM",
value=False,
info="Sends the N nearest sentences per cluster to the sidebar LLM provider for a short label. Adds ~2s per cluster.",
)
with gr.Row():
cluster_btn = gr.Button("Cluster", variant="primary")
cluster_clear_btn = gr.Button("Clear")
cluster_status = gr.Markdown("Not clustered yet.")
cluster_out = gr.Dataframe(
label="Sentence-level cluster table",
interactive=False,
wrap=True,
)
# =================== VECTOR PROCESSING ===================
with gr.Tab("Vector Processing"):
gr.Markdown(
"**Semantic vector storage and retrieval** using ChromaDB "
"as a persistent on-disk vector database. \n"
"Same embedding model as Supervised / Unsupervised ML "
"(`sentence-transformers/all-MiniLM-L6-v2`), 384 dimensions, "
"cosine similarity. Every sentence is stored with its label "
"as metadata so retrieval results include ground-truth labels."
)
with gr.Tabs():
with gr.Tab("Vectorize"):
gr.Markdown(
"See what a sentence embedding actually looks like. "
"Click Preview to compute embeddings for the first "
"10 training sentences and show the first 8 dimensions "
"of each 384-dim vector."
)
with gr.Row():
vectorize_btn = gr.Button(
"Preview embeddings", variant="primary",
)
vectorize_clear_btn = gr.Button("Clear")
vectorize_status = gr.Markdown(
"Click 'Preview embeddings' to see sentence vectors."
)
vectorize_out = gr.Dataframe(
label="Sentences with embedding preview",
interactive=False,
wrap=True,
)
with gr.Tab("Vector DB"):
gr.Markdown(
"**ChromaDB-backed persistent vector store.** \n"
"Step 1: Click 'Index all 100 sentences' once per "
"session to embed the training data and write it to "
"the local Chroma collection. \n"
"Step 2: Type a query and click 'Semantic search' to "
"retrieve the nearest training sentences. The results "
"show cosine similarity and the ground-truth label "
"from the metadata."
)
gr.Markdown("### Index")
with gr.Row():
vector_index_btn = gr.Button(
"Index all 100 sentences", variant="primary",
)
vector_clear_btn = gr.Button("Clear index")
vector_index_status = gr.Markdown("Not indexed yet.")
gr.Markdown("### Semantic search")
vector_query = gr.Textbox(
label="Query",
placeholder="e.g. the app keeps crashing",
lines=2,
)
vector_n = gr.Slider(
1, 10, value=5, step=1,
label="Number of results",
)
vector_search_btn = gr.Button(
"Semantic search", variant="primary",
)
vector_search_status = gr.Markdown(
"Enter a query and click 'Semantic search'."
)
vector_search_out = gr.Dataframe(
label="Nearest neighbors (cosine similarity)",
interactive=False,
wrap=True,
)
# =================== OUTPUTS ===================
# =================== OUTPUTS ===================
with gr.Tab("Outputs"):
with gr.Tabs():
with gr.Tab("Results"):
with gr.Tabs():
with gr.Tab("Table"):
gr.Markdown("Step log for the most recent run.")
table_out = gr.Dataframe(
headers=["step", "type", "tool", "args", "result"],
label="",
wrap=True,
)
with gr.Tab("Code"):
gr.Markdown("Python snippets for the most recent run.")
code_out = gr.Code(language="python", label="")
with gr.Tab("Extracted"):
gr.Markdown("What the agent parsed from the most recent run.")
extracted_out = gr.Code(language="json", label="")
with gr.Tab("Visuals"):
gr.Markdown("Tool-call counts for the most recent run.")
chart_out = gr.BarPlot(
x="tool", y="count",
title="", tooltip=["tool", "count"],
height=280,
)
with gr.Tab("Downloads"):
gr.Markdown(
"Every input and every run is saved here as a "
"timestamped JSON file. Files accumulate across the session."
)
downloads_files_out = gr.File(
label="All artifacts (timestamped JSON)",
file_count="multiple",
interactive=False,
)
# ======================= RESEARCHER WORKBENCH (parent tab) =======================
with gr.Tab("Researcher Workbench"):
gr.Markdown(
"**Researcher Workbench.** Each published research methodology is a "
"self-contained workbench β its own corpus state, its own phases, its "
"own prompts, its own contracts. Nothing is shared between workbenches. "
"Pick a methodology, upload your corpus, run the phases. New "
"methodologies are added as sibling workbenches as the research "
"programme expands."
)
with gr.Tabs():
# ==================== COMPUTATIONAL THEMATIC ANALYSIS ====================
with gr.Tab("Computational Grounded Theory"):
gr.Markdown(
"**Computational Grounded Theory** β methodology family based on "
"Glaser & Strauss (1967), operationalized computationally by Nelson (2020) "
"with Carlsen & Ralund (2022) insisting the researcher remains central."
)
with gr.Tabs():
with gr.Tab("Nelson + Carlsen & Ralund Workbench"):
gr.Markdown(
"## Computational Grounded Theory (3-step framework)\n"
"*Nelson (2020). Computational grounded theory: A methodological framework. "
"Sociological Methods & Research, 49(1), 3-42.* \n"
"*Carlsen & Ralund (2022). Computational grounded theory revisited: From computer-led to computer-assisted. "
"Big Data & Society, 9(1) β critique implemented: researcher approves every step.*\n\n"
"**Pipeline (co-pilot, researcher approves every step):** "
"**Load corpus** β Pattern Detection (unsupervised ML) β Pattern Refinement (close reading) β Pattern Confirmation (supervised ML) \n"
"Maps to traditional GT: open β axial β selective coding."
)
with gr.Accordion(
"π Methodology reference: paper technique vs ours (click to expand β copy-ready for paper)",
open=False,
):
gr.Markdown(
METHOD_COMPARISONS["cgt"].as_markdown(),
elem_classes=["comparison-window"],
)
cgt_comparison_dl_btn = gr.Button(
"β¬ Download methods comparison as .md (paste into paper)",
variant="secondary",
)
cgt_comparison_dl_status = gr.Markdown("")
gr.Markdown("---")
gr.Markdown("### Step 1 β Load your corpus")
cgt_load_test_btn = gr.Button(
"Load built-in test_phase1.csv (30 sentences)",
variant="secondary",
)
gr.Markdown("**β or β**")
cgt_upload_csv = gr.UploadButton(
label="π Upload corpus CSV",
file_types=[".csv"],
file_count="single",
variant="primary",
)
gr.Markdown(
"*Required columns: `L1`, `L2`, `L3`, `L4`, `sentence_id`, `sentence`*"
)
cgt_load_status = gr.Markdown("**No corpus loaded.**")
cgt_corpus_preview = gr.Dataframe(
label="Loaded corpus preview",
interactive=False,
wrap=True,
)
gr.Markdown("---")
gr.Markdown(
"### Step 2 β LangGraph Supervisor (Pattern Detection)\n"
"*Architectural demo of the 3-step framework. "
"Pattern Detection is implemented; Refinement and Confirmation are placeholders pending full integration.*"
)
wb_cgt_msg = gr.Textbox(
label="Request to the supervisor",
value="Run computational grounded theory on the training data.",
lines=2,
)
with gr.Row():
wb_cgt_sim = gr.Slider(
0.40, 0.90, value=0.60, step=0.05,
label="Similarity threshold",
)
wb_cgt_min = gr.Slider(
2, 10, value=3, step=1,
label="Minimum cluster size",
)
wb_cgt_nnear = gr.Slider(
1, 10, value=3, step=1,
label="N nearest to centroid",
)
with gr.Row():
wb_cgt_run = gr.Button("Run Workbench", variant="primary")
wb_cgt_reply = gr.Markdown("Not run yet.")
gr.Markdown("### Graph execution trace")
wb_cgt_trace = gr.Dataframe(
headers=["step", "node", "action", "detail"],
label="Supervisor routing + node invocations",
interactive=False,
wrap=True,
)
gr.Markdown("### Pattern Detection output (Step 1)")
wb_cgt_sentences = gr.Dataframe(
label="Sentences with cluster id + LLM cluster label",
interactive=False,
wrap=True,
)
# ============================================
# CGT Phase 2 β Pattern Refinement (Nelson 2020 Step 2)
# ============================================
gr.Markdown("---")
with gr.Accordion(
"Phase 2 β Pattern Refinement (Nelson 2020 Step 2) β close reading + verdict",
open=False,
):
gr.Markdown(
"### Phase 2 β Pattern Refinement\n"
"*Nelson (2020) Step 2: for each pattern from Phase 1, the tool "
"surfaces exemplar sentences (top-N by centroid proximity) and drafts "
"an interpretive memo. The researcher reads the exemplars, writes the "
"final memo, and assigns a verdict: **keep / merge / split / drop / rename**. "
"Per Carlsen & Ralund 2022, the researcher decides; the LLM drafts.*\n\n"
"**Prerequisites:** Phase 1 Pattern Detection must have run (populating "
"the table above). Reflexive positioning required (>=20 chars, contract-enforced)."
)
with gr.Row():
cgt_p2_n_exemplars = gr.Slider(
minimum=1, maximum=20, value=5, step=1,
label="Exemplar sentences per pattern",
info="Top-N closest to cluster centroid (higher = more context, slower LLM drafting)",
)
cgt_p2_reflexivity = gr.Textbox(
label="Reflexive positioning (required, >=20 chars β C&R 2022 contract)",
placeholder="Your position as analyst for CGT: who are you reading the patterns as? What stake?",
lines=3,
)
cgt_p2_surface_btn = gr.Button(
"Surface exemplars + draft LLM memos (Phase 2)",
variant="primary",
)
cgt_p2_status = gr.Markdown(
"*Click the button above after Phase 1 has run.*"
)
cgt_p2_refinement_table = gr.Dataframe(
headers=[
"pattern_id", "pattern_label", "n_sentences", "exemplars",
"llm_memo_draft", "researcher_memo", "verdict", "new_label",
],
label="Phase 2 Refinement Table β EDIT researcher_memo + verdict + new_label for each row",
interactive=True,
wrap=True,
)
gr.Markdown(
"**Valid verdicts:** `keep`, `merge`, `split`, `drop`, `rename`. "
"For `rename` or `split`, fill in the `new_label` column. "
"**Every row must have a researcher_memo and a valid verdict before saving.**"
)
cgt_p2_save_btn = gr.Button(
"Save Phase 2 refinement -> JSON artifact",
variant="secondary",
)
cgt_p2_save_status = gr.Markdown("")
with gr.Tab("Computational Thematic Analysis"):
gr.Markdown(
"**Braun & Clarke 2006** β six-phase reflexive thematic analysis. "
"This workbench groups two complementary paths: \n"
"- **Workbench** β the LangGraph supervisor approach (Phase 2 real, rest placeholders) \n"
"- **Phase 1 β Familiarization** β active-reading dialogue via grounded "
"dialogue partners, followed by researcher confirmation of each initial noticing"
)
with gr.Tabs():
# ------------ Gauthier & Wallace at-scale path ------------
with gr.Tab("G&W at Scale"):
gr.Markdown(
"## Computational Thematic Analysis at Scale\n\n"
"*Gauthier & Wallace (2022). The Computational Thematic Analysis Toolkit. "
"Proc. ACM Hum.-Comput. Interact., 6(GROUP), Art. 25.*\n\n"
"**Same 6 phases as Braun & Clarke β with Phase 0 Sampling (G&W 2022) prepended.**\n\n"
"Designed for large-scale corpora (Apify scrapes, forums, 1000s of documents). "
"MiniLM embeds all sentences, HDBSCAN clusters them, and representative "
"sentences are selected for Phase 2 coding.\n\n"
"**Pipeline:** **Load corpus** β **P0 Compress** β **P1 Familiarize** (on compressed corpus) β P2 Code β P3 Themes β P4 Review β P5 Define β P6 Report"
)
with gr.Accordion(
"π Methodology reference: paper technique vs ours (click to expand β copy-ready for paper)",
open=False,
):
gr.Markdown(
METHOD_COMPARISONS["gw"].as_markdown(),
elem_classes=["comparison-window"],
)
gw_comparison_dl_btn = gr.Button(
"β¬ Download methods comparison as .md (paste into paper)",
variant="secondary",
)
gw_comparison_dl_status = gr.Markdown("")
gr.Markdown("---")
gr.Markdown("### Step 1 β Load your corpus")
gw_load_test_btn = gr.Button(
"Load built-in test_phase1.csv (30 sentences)",
variant="secondary",
)
gr.Markdown("**β or β**")
gw_upload_csv = gr.UploadButton(
label="π Upload large corpus CSV (e.g. 1000 sentences)",
file_types=[".csv"],
file_count="single",
variant="primary",
)
gr.Markdown(
"*Required columns: `L1`, `L2`, `L3`, `L4`, `sentence_id`, `sentence`*"
)
gw_load_status = gr.Markdown("**No corpus loaded.**")
gw_corpus_preview = gr.Dataframe(
label="Loaded corpus preview",
interactive=False,
wrap=True,
)
gr.Markdown("---")
gr.Markdown(
"### Step 1.5 β Phase 0 Preparation (pre-sampling hygiene)\n"
"*Four optional sub-steps for 1M-scale corpora. Each preserves the "
"L1/L2/L3/L4/sentence_id/sentence schema and adds a `frequency_weight` "
"column. Recommended order: noise β length β hash dedup β semantic dedup. "
"Each emits a reproducibility artifact. \n\n"
"**Literature:** Moreno-Ortiz & GarcΓa-GΓ‘mez (2023) *Corpus Pragmatics* 7:241β265 "
"(31B-word Twitter corpus methodology); BERTopic_Teen (2025) PMC12378273 "
"(hash + semantic dedup); Abbas et al. (2023) *SemDeDup* ICLR Workshop; "
"Reimers & Gurevych (2019) EMNLP (MiniLM).*"
)
with gr.Row():
p0prep_min_words = gr.Slider(
minimum=1, maximum=10, value=3, step=1,
label="Length filter β min words",
info="Moreno-Ortiz 2023 p.7: default=3.",
)
p0prep_case_sensitive = gr.Checkbox(
label="Hash dedup case-sensitive",
value=False,
info="Unchecked: 'Great!' and 'great!' merge. Default for reviews.",
)
p0prep_semantic_threshold = gr.Slider(
minimum=0.90, maximum=0.99, value=0.97, step=0.01,
label="Semantic dedup threshold (cosine)",
info="0.97 default for reviews (SemDeDup). 0.95 tighter (more merging). 0.99 stricter.",
)
with gr.Row():
p0prep_noise_btn = gr.Button(
"β Strip noise (URLs, emoji, Unicode)",
variant="secondary",
)
p0prep_length_btn = gr.Button(
"β‘ Apply length filter",
variant="secondary",
)
p0prep_hash_btn = gr.Button(
"β’ Hash deduplicate (exact)",
variant="secondary",
)
p0prep_semantic_btn = gr.Button(
"β£ Semantic deduplicate (MiniLM)",
variant="secondary",
)
p0prep_status = gr.Markdown(
"*No preparation step run yet. Click any button above to run that step "
"on the currently loaded corpus. Each step updates the corpus state "
"and writes an audit JSON artifact.*"
)
p0prep_table = gr.Dataframe(
label="Preparation output β last step result",
interactive=False,
wrap=True,
)
gr.Markdown(
"*`frequency_weight` counts how many original-corpus sentences this row "
"represents after deduplication. Downstream prevalence (in Phase 6) is "
"computed as weighted sum, so compression is honest to the full corpus. "
"The final output of whichever preparation steps you run becomes the "
"input to Phase 0 Sampling below.*"
)
gr.Markdown("---")
gr.Markdown(
"### Step 2 β Phase 0 Sampling (G&W 2022)\n"
"*Reduce large corpus to representative sentences. "
"MiniLM (Reimers & Gurevych 2019) embeds all sentences, "
"HDBSCAN (Campello et al. 2013, 2015) clusters them, "
"and representatives are selected by HDBSCAN cluster membership "
"probability (density-tree score β the points most central to each "
"cluster's density region, ranked descending). "
"Phase 1 familiarization and Phase 2 coding run on the compressed corpus.*"
)
with gr.Row():
gw_sentences_per_cluster = gr.Slider(
minimum=1, maximum=5, value=2, step=1,
label="Representatives per cluster",
info="Top N sentences by HDBSCAN membership probability (descending). 1 = single heart-of-cluster sentence; 5 = more within-cluster variance.",
)
gw_min_cluster_size = gr.Slider(
minimum=2, maximum=20, value=3, step=1,
label="Minimum cluster size (HDBSCAN mclSize)",
info="Campello et al. 2013: components with fewer sentences than this are disregarded as noise. Raise if cluster_fit values come out mostly low (forces tighter clusters).",
)
gw_outlier_sample = gr.Slider(
minimum=0, maximum=50, value=10, step=5,
label="Outlier sample size",
info="How many noise-labeled sentences to retain (rare but potentially important views).",
)
with gr.Row():
gw_min_cluster_fit = gr.Slider(
minimum=0.0, maximum=0.5, value=0.1, step=0.05,
label="Minimum cluster_fit threshold",
info="Representatives with HDBSCAN membership probability below this are de-selected (reason='below_cluster_fit_threshold') but stay visible in the table so you can override. 0.0 = accept all picks; 0.1 = default; 0.3 = only confident reps; 0.5 = only deepest reps.",
)
gw_compress_btn = gr.Button(
"Run Phase 0 β Sample corpus",
variant="primary",
)
gw_compress_status = gr.Markdown("*No compression run yet.*")
gr.Markdown(
"### Sampling Table\n"
"*Edit the `selected` column to manually include or exclude sentences. "
"**The selected sentences flow into Phase 1 Familiarization below β "
"you cannot skip Phase 1.** Phase 2 coding operates on Phase-1-approved "
"sentences only.*"
)
gw_compress_table = gr.Dataframe(
headers=[
"idx", "L1", "L2", "L3", "L4", "sentence_id",
"sentence",
"cluster_id_original", "cluster_id_refined", "cluster_id",
"cluster_fit", "cluster_mean_fit", "cluster_std_fit",
"cluster_quality_tier", "split_decision",
"cluster_size", "selected", "reason",
],
label="Corpus compression β edit selected column",
interactive=True,
wrap=True,
)
gr.Markdown(
"*`cluster_id_original`: HDBSCAN cluster assignment. "
"`cluster_id_refined`: final cluster after any accepted Agglomerative split "
"(original Γ 1000 + sub_id for split clusters; same as original otherwise). "
"`cluster_fit`: **1.0** = heart of cluster's density region, **0** = edge / near noise. "
"`cluster_std_fit`: standard deviation of cluster_fit values within the refined cluster. "
"`cluster_quality_tier`: **TIGHT** (std<0.15) / **MEDIUM** (0.15β0.20) / **LOOSE** (β₯0.20). "
"LOOSE clusters are flagged for researcher review below. \n\n"
"**This table is Phase 0 Sampling's output β frozen.** Cluster labels live "
"in the Cluster Label Review table further down (one row per refined cluster). "
"Phase 1 and later stages join both artifacts on `cluster_id_refined`.*"
)
# --- Split Proposals review (LOOSE clusters only) ---
gr.Markdown("---")
gr.Markdown(
"### Split Proposals β Researcher Review (LOOSE clusters)\n"
"*When a HDBSCAN cluster has internal std(cluster_fit) β₯ 0.20, "
"the pipeline proposes an Agglomerative split (Ward 1963; cosine distance) "
"to separate mixed-density sub-patterns. Review each proposal below and "
"set `decision` to **ACCEPTED** or **REJECTED**, then click "
"**Apply Split Decisions** to re-run Phase 0 with your choices. "
"Leaving a row as `PENDING` is allowed but will trigger a soft-warn in the audit.*"
)
gw_split_proposals_table = gr.Dataframe(
headers=[
"cluster_id_original", "cluster_size", "std_before",
"n_sub_proposed", "max_std_after", "improvement",
"target_reached", "decision",
],
label="Split proposals β edit the `decision` column",
interactive=True,
wrap=True,
)
gw_apply_splits_btn = gr.Button(
"Apply Split Decisions & Re-sample",
variant="secondary",
)
gr.Markdown(
"*`std_before`: cluster's std(cluster_fit) before splitting. "
"`max_std_after`: largest sub-cluster std if split accepted. "
"`improvement`: std_before β max_std_after (higher = cleaner split). "
"`target_reached`: True if every proposed sub-cluster has std β€ 0.15. "
"`decision`: **ACCEPTED** = apply the split; **REJECTED** = keep the original cluster intact; "
"**PENDING** = undecided (soft-warn allowed).*"
)
gw_compressed_corpus_state = gr.State([])
# ============================================================
# Cluster-level labeling workflow (2 iterations + commit)
# Researcher-centric design: LLM proposes, researcher edits,
# LLM refines (only flagged), researcher commits final labels.
# Parallels the Phase 2 iter1/iter2/final pattern.
# ============================================================
gr.Markdown("---")
gr.Markdown(
"### Cluster Label Review \n"
"*Four candidate labels per cluster (2 LLM + 2 researcher), followed by researcher's "
"mandatory final choice. Iter 1 LLM is strict 2-word descriptive; Iter 2 LLM is "
"interpretive 2-4 words. Researcher types into `researcher_edit_iter1` / "
"`researcher_edit_iter2` wherever they want to refine. Finally, researcher types the "
"authoritative label in `final_label` for every cluster β commit is blocked until all "
"are filled. Temperature 0.0 pinned; every iteration's prompt + per-cluster audit "
"logged. Final labels propagate to the Sampling Table above.*"
)
with gr.Row():
gw_label_init_btn = gr.Button(
"β Initialize cluster table",
variant="secondary",
)
gw_label_iter1_btn = gr.Button(
"β‘ Run Iter 1 β LLM strict 2-word labels (all clusters)",
variant="primary",
)
gw_label_iter2_btn = gr.Button(
"β’ Run Iter 2 β LLM interpretive re-label (all clusters)",
variant="primary",
)
gw_label_commit_btn = gr.Button(
"β£ Commit final labels",
variant="primary",
)
gw_label_status = gr.Markdown(
"*Workflow: β build cluster table β β‘ iter 1 (strict 2-word on all) β "
"optionally edit `researcher_edit_iter1` β β’ iter 2 (interpretive on all) β "
"optionally edit `researcher_edit_iter2` β TYPE `final_label` for every cluster β "
"β£ commit (blocked if any final_label blank).*"
)
gw_cluster_labels_table = gr.Dataframe(
headers=[
"cluster_id", "cluster_size", "mean_cluster_fit",
"top3_sentences_preview",
"llm_label_iter1", "researcher_edit_iter1",
"llm_label_iter2", "researcher_edit_iter2",
"final_label",
],
label="Cluster Label Review β one row per cluster",
interactive=True,
wrap=True,
)
gr.Markdown(
"**4 candidate label columns + 1 mandatory choice.** \n"
"- `llm_label_iter1` β LLM strict 2-word draft (Button β‘) \n"
"- `researcher_edit_iter1` β your response to iter 1 (type here; blank = you accept iter 1) \n"
"- `llm_label_iter2` β LLM interpretive re-label, 2-4 words (Button β’, all clusters) \n"
"- `researcher_edit_iter2` β your response after seeing iter 2 (type here; blank = OK) \n"
"- `final_label` β **MANDATORY**. Type (or copy-paste) the winning label for every cluster. \n\n"
"Commit is **blocked** until every cluster has a non-blank `final_label`. "
"This enforces active researcher choice per Braun & Clarke (2006) β themes are "
"*actively developed* by the researcher, not auto-filled. "
"Every iteration's artifact JSON contains the exact prompt + top-3 sentences + "
"model name for reproducibility."
)
# ============================================================
# Phase 1 β Familiarization (G&W path, on compressed corpus)
# ============================================================
gr.Markdown("---")
with gr.Accordion(
"Phase 1 β Familiarization (on compressed corpus)",
open=False,
):
gr.Markdown(
"### Phase 1 β Familiarization\n"
"*Braun & Clarke (2006) Phase 1 applied to the Phase 0 sampled corpus. "
"Read the representative sentences, write reflexive positioning, "
"and confirm initial noticings. This feeds Phase 2 coding.*"
)
gr.Markdown("#### Step 1 β Familiarization (facilitator)")
gw_p1_facilitator_memo = gr.Textbox(
label="Familiarization notes",
placeholder="What do you notice in the representative sentences? Patterns, tensions, surprises?",
lines=5,
)
gw_p1_facilitator_transcript = gr.Textbox(
label="Active reading transcript",
placeholder="Your dialogue with the facilitator AI, or your own notes.",
lines=4,
)
gw_p1_facilitator_citations = gr.Textbox(
label="Source evidence (quotes + L1/sentence_id)",
placeholder="e.g., DOC_0002 Extract 7: 'I kept waiting for the other shoe to drop...'",
lines=4,
)
gr.Markdown("#### Step 2 β Reflexive companion")
gw_p1_companion_challenges = gr.Textbox(
label="Reflexive challenges",
placeholder="What assumptions are you bringing? What perspectives might you miss?",
lines=3,
)
gw_p1_companion_reflexivity = gr.Textbox(
label="Reflexive positioning (required, min 20 chars β contract enforced)",
placeholder="Your position as analyst: who are you reading this as? What's your stake?",
lines=3,
)
gw_p1_companion_breadth = gr.Textbox(
label="Dataset immersion coverage",
placeholder="How did you ensure breadth of engagement across the compressed corpus?",
lines=2,
)
gr.Markdown("#### Step 3 β Researcher confirmation")
gw_p1_validation_table = gr.Dataframe(
headers=["noticing", "source_evidence", "researcher_confirmed"],
label="Confirm each initial noticing before proceeding to Phase 2",
interactive=True,
wrap=True,
)
gw_p1_save_btn = gr.Button(
"Save Phase 1 output -> JSON artifact",
variant="primary",
)
gw_p1_save_status = gr.Markdown("")
gr.Markdown("---")
# ============================================================
# G&W Phase 2 β Generating Initial Codes (Braun & Clarke p.88)
# ============================================================
with gr.Accordion("Phase 2 β Generating Initial Codes", open=False):
gr.Markdown(
"## Phase 2 β Generating Initial Codes\n\n"
"*Braun & Clarke 2006, Phase 2: \"Coding interesting features of "
"the data in a systematic fashion across the entire data set\" (p. 88).*\n\n"
"Operates on the **Phase-1-approved sentences** from the G&W sampled "
"+ familiarized corpus. Iterative refinement: iteration 1 β researcher "
"edits β iteration 2 (reads edits) β iteration 3 (convergence). "
"Runtime depends on sentence count."
)
gr.Markdown("### Corpus β inherited from G&W Phase 1")
gr.Markdown(
"*Phase 2 reads the Phase-1-approved corpus (selected=true sentences "
"from the Sampling Table, filtered by your edits in Phase 1). "
"If Phase 1 hasn't been saved, this phase falls back to the raw corpus.*"
)
gw_p2_corpus_status = gr.Markdown(
"*Save Phase 1 first to populate the approved corpus for Phase 2.*"
)
gw_p2_refresh_btn = gr.Button(
"Refresh corpus status from G&W Phase 1",
variant="secondary",
)
gr.Markdown("---")
gr.Markdown("### Phase 1 context (consumed by the agent)")
gr.Markdown(
"*The Phase 2 agent reads the researcher's reflexive "
"positioning and confirmed initial noticings from G&W Phase 1 "
"as context. This ensures Phase 2 coding is grounded in the "
"researcher's familiarization of the compressed corpus.*"
)
gw_p2_phase1_summary = gr.Markdown(
"*Phase 1 output will appear here after Save Phase 1.*"
)
gr.Markdown("---")
gr.Markdown("### Coding orientation (Braun & Clarke p. 84)")
gr.Markdown(
"*SEMANTIC vs LATENT is an analysis-wide choice. "
"Choose ONE orientation for this whole G&W analysis.* \n\n"
"**Semantic** β surface content, what the text explicitly says \n"
"**Latent** β underlying assumptions, what the text implies"
)
gw_p2_orientation = gr.Radio(
choices=["semantic", "latent"],
value="semantic",
label="Coding orientation for this G&W analysis",
interactive=True,
)
gr.Markdown("---")
gr.Markdown("### Agentic coding iterations")
gr.Markdown(
"Iteration 1 β review AI codes β edit `human_code_iterN` β "
"iteration 2 (agent reads your edits) β review β iteration 3 β converge."
)
with gr.Row():
gw_p2_run_iter1_btn = gr.Button(
"Run iteration 1", variant="primary",
)
gw_p2_run_iter2_btn = gr.Button(
"Run iteration 2 (reads your edits)", variant="primary",
)
gw_p2_run_iter3_btn = gr.Button(
"Run iteration 3 (final)", variant="primary",
)
gw_p2_iter_status = gr.Markdown("*No iterations run yet.*")
gr.Markdown("---")
gr.Markdown("### Initial Codes Table (G&W)")
gw_p2_codes_table = gr.Dataframe(
headers=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"ai_code_iter1", "human_code_iter1",
"ai_code_iter2", "human_code_iter2",
"ai_code_iter3", "human_code_iter3",
"final_code", "flagged",
],
label="G&W Phase 2 Initial Codes β edit human_code_iterN columns",
interactive=True,
wrap=True,
)
gr.Markdown("---")
gr.Markdown("### Codebook (G&W)")
gw_p2_codebook_table = gr.Dataframe(
headers=[
"code_name", "definition", "created_by",
"provenance", "sentence_count",
],
label="G&W Phase 2 Codebook β edit definitions",
interactive=True,
wrap=True,
)
gr.Markdown("---")
gw_p2_save_btn = gr.Button(
"Save G&W Phase 2 Final Codes + Codebook β JSON artifact",
variant="primary",
)
gw_p2_save_status = gr.Markdown("")
# ============================================================
# G&W Phase 3 β Searching for Themes
# ============================================================
with gr.Accordion("Phase 3 β Searching for Themes", open=False):
gr.Markdown(
"## Phase 3 β Searching for Themes\n\n"
"*Braun & Clarke 2006, Phase 3: \"Collating codes into potential "
"themes, gathering all data relevant to each potential theme\" (p. 89).*\n\n"
"Clusters the G&W Phase 2 codebook codes by semantic similarity "
"(sentence-transformers embeddings + agglomerative clustering), "
"then proposes a candidate theme name and description for each "
"cluster via one Mistral call per cluster."
)
gr.Markdown("### Clustering parameters (researcher-controlled)")
with gr.Row():
gw_p3_similarity = gr.Slider(
minimum=0.3, maximum=0.95, value=0.60, step=0.05,
label="Similarity threshold",
info="Codes more similar than this cluster together. Default 0.60.",
)
gw_p3_min_size = gr.Slider(
minimum=2, maximum=10, value=2, step=1,
label="Minimum cluster size",
info="Clusters smaller than this go into noise bucket. Default 2.",
)
gw_p3_run_btn = gr.Button(
"Run G&W Phase 3 β Cluster codes into candidate themes",
variant="primary",
)
gw_p3_status = gr.Markdown("*No themes generated yet. Run G&W Phase 2 first.*")
gr.Markdown("---")
gr.Markdown("### Candidate Themes Table (G&W)")
gw_p3_themes_table = gr.Dataframe(
headers=[
"theme_id", "candidate_theme_name", "description",
"rationale", "member_codes", "code_count",
"researcher_theme_name", "researcher_notes",
],
label="G&W Phase 3 Candidate Themes β edit researcher_theme_name / researcher_notes",
interactive=True,
wrap=True,
)
gr.Markdown("---")
gr.Markdown("### Noise Codes (G&W)")
gw_p3_noise_table = gr.Dataframe(
headers=["code_name", "definition"],
label="G&W noise codes (did not cluster)",
interactive=False,
wrap=True,
)
gr.Markdown("---")
gw_p3_save_btn = gr.Button(
"Save G&W Phase 3 output (themes + noise β JSON artifact)",
variant="secondary",
)
gw_p3_save_status = gr.Markdown("")
# ============================================================
# G&W Phase 4 β Reviewing Themes
# ============================================================
with gr.Accordion("Phase 4 β Reviewing Themes", open=False):
gr.Markdown(
"## Phase 4 β Reviewing Themes\n\n"
"*Braun & Clarke 2006 p. 91: \"Reviewing, refining and sometimes "
"reducing your themes.\"*\n\n"
"**Level 1** β within-theme coherence. **Level 2** β between-theme "
"distinctness. LLM suggests verdict; researcher edits "
"`researcher_verdict` and `researcher_action_notes`."
)
gw_p4_run_btn = gr.Button(
"Run G&W Phase 4 β Review all themes (cohesion + LLM verdict)",
variant="primary",
)
gw_p4_status = gr.Markdown("*No review run yet. Run G&W Phase 3 first.*")
gr.Markdown("---")
gr.Markdown("### Theme Review Table (G&W)")
gw_p4_review_table = gr.Dataframe(
headers=[
"theme_id", "theme_name", "member_codes", "code_count",
"member_sentence_count", "within_cohesion",
"llm_verdict", "llm_reasoning", "llm_action_suggestion",
"researcher_verdict", "researcher_action_notes",
],
label="G&W Phase 4 Theme Review β edit researcher_verdict / researcher_action_notes",
interactive=True,
wrap=True,
)
gr.Markdown("---")
gw_p4_save_btn = gr.Button(
"Save G&W Phase 4 verdicts β JSON artifact",
variant="secondary",
)
gw_p4_save_status = gr.Markdown("")
# ============================================================
# G&W Phase 5 β Defining and Naming Themes
# ============================================================
with gr.Accordion("Phase 5 β Defining and Naming Themes", open=False):
gr.Markdown(
"## Phase 5 β Defining and Naming Themes\n\n"
"*Braun & Clarke 2006 p. 92: refine specifics of each theme, "
"produce definitions and names.*\n\n"
"Takes surviving themes from G&W Phase 4 (verdict = keep or merge) "
"and produces final name, definition, scope, narrative contribution. "
"Edit `researcher_final_name` / `researcher_definition` to override."
)
gw_p5_run_btn = gr.Button(
"Run G&W Phase 5 β Define and name surviving themes",
variant="primary",
)
gw_p5_status = gr.Markdown("*No definitions yet. Run G&W Phase 4 first.*")
gr.Markdown("---")
gr.Markdown("### Theme Definitions Table (G&W)")
gw_p5_def_table = gr.Dataframe(
headers=[
"theme_id", "original_name", "final_name",
"definition", "scope_note",
"narrative_contribution", "member_codes",
"code_count", "researcher_final_name",
"researcher_definition",
],
label="G&W Phase 5 Definitions β edit researcher_final_name / researcher_definition",
interactive=True,
wrap=True,
)
gr.Markdown("---")
gw_p5_save_btn = gr.Button(
"Save G&W Phase 5 definitions β JSON artifact",
variant="secondary",
)
gw_p5_save_status = gr.Markdown("")
# ============================================================
# G&W Phase 6 β Producing the Report
# ============================================================
with gr.Accordion("Phase 6 β Producing the Report", open=False):
gr.Markdown(
"## Phase 6 β Producing the Report\n\n"
"*Braun & Clarke 2006 p. 93: \"tell the complicated story of your data.\"*\n\n"
"Generates a complete analytic report from G&W Phase 5 theme definitions. "
"AI drafts, researcher refines."
)
gw_p6_research_question = gr.Textbox(
label="Research question / focus (optional)",
placeholder="e.g. How do employees experience organisational change?",
lines=2,
)
gw_p6_run_btn = gr.Button(
"Run G&W Phase 6 β Generate analytic report",
variant="primary",
)
gw_p6_status = gr.Markdown("*No report yet. Run G&W Phase 5 first.*")
gr.Markdown("---")
gr.Markdown("### Analytic Report (G&W)")
gw_p6_report_text = gr.Textbox(
label="G&W Phase 6 Analytic Report (editable)",
lines=30,
placeholder="Report will appear here after running G&W Phase 6...",
interactive=True,
)
gr.Markdown("---")
gw_p6_save_btn = gr.Button(
"Save G&W report β JSON + Markdown artifacts",
variant="secondary",
)
gw_p6_save_status = gr.Markdown("")
# ------------ Existing Workbench path ------------
with gr.Tab("B&C Workbench"):
gr.Markdown(
"## Reflexive Thematic Analysis (6-phase)\n"
"*Braun & Clarke (2006). Using thematic analysis in psychology. "
"Qualitative Research in Psychology, 3(2), 77-101.*\n\n"
"**Pipeline (co-pilot, researcher approves every step):** "
"**Load corpus** β P1 Familiarize β P2 Code β P3 Themes β P4 Review β P5 Define β P6 Report"
)
with gr.Accordion(
"π Methodology reference: paper technique vs ours (click to expand β copy-ready for paper)",
open=False,
):
gr.Markdown(
METHOD_COMPARISONS["bc"].as_markdown(),
elem_classes=["comparison-window"],
)
bc_comparison_dl_btn = gr.Button(
"β¬ Download methods comparison as .md (paste into paper)",
variant="secondary",
)
bc_comparison_dl_status = gr.Markdown("")
gr.Markdown("---")
gr.Markdown("### Step 1 β Load your corpus")
bc_load_test_btn = gr.Button(
"Load built-in test_phase1.csv (30 sentences)",
variant="secondary",
)
gr.Markdown("**β or β**")
bc_upload_csv = gr.UploadButton(
label="π Upload corpus CSV",
file_types=[".csv"],
file_count="single",
variant="primary",
)
gr.Markdown(
"*Required columns: `L1`, `L2`, `L3`, `L4`, `sentence_id`, `sentence`*"
)
bc_load_status = gr.Markdown("**No corpus loaded.**")
bc_corpus_preview = gr.Dataframe(
label="Loaded corpus preview",
interactive=False,
wrap=True,
)
gr.Markdown("---")
gr.Markdown(
"### Step 2 β Open each Phase accordion below (in order)\n"
"*Scroll down. Six accordions: Phase 1 β Phase 2 β Phase 3 β Phase 4 β Phase 5 β Phase 6. "
"Click any Phase header to expand it. Each phase has its own Run and Save buttons. "
"Nothing auto-runs β you approve every step.*"
)
gr.Markdown("---")
gr.Markdown(
"### LangGraph Supervisor Demo (optional)\n"
"*Architectural demo showing how a LangGraph supervisor routes between "
"six phase-nodes automatically. This is NOT the co-pilot research pipeline "
"β use the Phase accordions below for actual analysis.*"
)
wb_cta_msg = gr.Textbox(
label="Request to the supervisor",
value="Run reflexive thematic analysis on the training data.",
lines=2,
)
wb_cta_max = gr.Slider(
5, 100, value=20, step=5,
label="Max sentences to code",
info="One LLM call per sentence in Phase 2. "
"Default 20 keeps runtime under ~40 seconds.",
)
wb_cta_run = gr.Button("Run Workbench", variant="primary")
wb_cta_reply = gr.Markdown("Not run yet.")
gr.Markdown("### Graph execution trace")
wb_cta_trace = gr.Dataframe(
headers=["step", "node", "action", "detail"],
label="Supervisor routing + node invocations",
interactive=False,
wrap=True,
)
gr.Markdown("### Phase 2 output β Initial Codes")
wb_cta_codes = gr.Dataframe(
label="Sentences with LLM-generated codes",
interactive=False,
wrap=True,
)
# ------------ NEW: Phase 1 β Familiarization path ------------
with gr.Accordion("Phase 1 β Familiarizing Yourself With Your Data", open=False):
gr.Markdown(
"## Phase 1 β Familiarizing Yourself With Your Data\n\n"
"*Braun & Clarke 2006, Phase 1: \"immerse yourself in the data "
"to the extent that you are familiar with the depth and breadth "
"of the content\"* (p. 87).\n\n"
"This workbench implements Phase 1 through a three-step "
"active-reading protocol. Two complementary dialogue partners "
"(implemented as Gemini Gems backed by NotebookLM) guide the "
"researcher through immersion and reflexive engagement, "
"followed by researcher confirmation of every initial noticing "
"against its source evidence.\n\n"
"**Step 1 β Familiarization Facilitator** β an active-reading "
"dialogue partner that asks grounded questions, surfaces "
"patterns, and prompts the researcher to articulate initial "
"noticings. Every response is anchored in direct quotation "
"from the source corpus. \n"
"**Step 2 β Reflexive Companion** β a critical dialogue partner "
"that challenges the researcher's initial noticings, probes "
"reflexive positioning, and verifies dataset immersion "
"coverage across all sources. \n"
"**Step 3 β Researcher Confirmation** β the researcher reviews "
"each initial noticing against its source sentence and "
"confirms, refines, or rejects it. This forces active "
"engagement with the evidence and is the researcher's own "
"analytic act β not the dialogue partner's.\n\n"
"**Braun & Clarke 2006 compliance target:** β₯90% when both "
"dialogue partners are engaged with iteration. Unclosable "
"gaps documented in COMPLIANCE.md: felt sense of the data "
"(phenomenological, unautomatable), and time-on-task "
"verification (researcher's own responsibility)."
)
# ---- Corpus loader ----
gr.Markdown("### Corpus β Canonical CSV")
gr.Markdown(
"*Phase 1 consumes a canonical CSV with five columns: "
"`L1`, `L2`, `L3`, `L4`, `sentence_id`, `sentence`. "
"Inputs tab transformers (PDFβCSV, web scrapeβCSV) will "
"produce this schema in a future round. For pipeline testing, "
"load the built-in test corpus.*"
)
with gr.Row():
bc_p1_load_test_btn = gr.Button(
"Load built-in test_phase1.csv (30 sentences)",
variant="secondary",
scale=1,
)
gr.Markdown("### Upload your own CSV (canonical schema)")
bc_p1_upload_csv = gr.UploadButton(
label="π Click to upload canonical CSV",
file_types=[".csv"],
file_count="single",
variant="primary",
)
gr.Markdown(
"*Required columns: `L1`, `L2`, `L3`, `L4`, `sentence_id`, `sentence`*"
)
bc_p1_corpus_status = gr.Markdown("**No corpus loaded.**")
bc_p1_corpus_preview = gr.Dataframe(
label="Corpus preview",
interactive=False,
wrap=True,
)
# ---- Step 1 β Familiarization Facilitator ----
gr.Markdown("---")
gr.Markdown("### Step 1 β Familiarization Facilitator")
gr.Markdown(
"An active-reading dialogue partner grounded in your "
"corpus via NotebookLM. Copy the instructions below, "
"create a Gem in Gemini with your NotebookLM notebook "
"attached under Knowledge, engage in the active-reading "
"dialogue, then paste your outputs here."
)
bc_p1_facilitator_instructions = gr.Textbox(
label="Familiarization Facilitator instructions (paste into Gemini Gem)",
value="(instructions will be drafted in next round)",
lines=8,
max_lines=20,
)
bc_p1_facilitator_memo = gr.Textbox(
label="Paste: Familiarization notes (Braun & Clarke 2006, Phase 1 output)",
lines=4,
)
bc_p1_facilitator_transcript = gr.Textbox(
label="Paste: Full active-reading dialogue transcript",
lines=6,
)
bc_p1_facilitator_citations = gr.Textbox(
label="Paste: Source evidence β quoted sentences anchoring each initial noticing",
lines=4,
info="One citation per line. Format: L1 | L2 | sentence",
)
# ---- Step 2 β Reflexive Companion ----
gr.Markdown("---")
gr.Markdown("### Step 2 β Reflexive Companion")
gr.Markdown(
"A critical dialogue partner that challenges your initial "
"noticings, probes your reflexive positioning, and verifies "
"immersion coverage across all sources. Run this after the "
"Facilitator dialogue is complete."
)
bc_p1_companion_instructions = gr.Textbox(
label="Reflexive Companion instructions (paste into Gemini Gem)",
value="(instructions will be drafted in next round)",
lines=8,
max_lines=20,
)
bc_p1_companion_challenges = gr.Textbox(
label="Paste: Reflexive challenges raised by Companion",
lines=4,
)
bc_p1_companion_reflexivity = gr.Textbox(
label="Paste: Reflexive positioning statement",
lines=4,
info="Your position as researcher β assumptions, theoretical lens, relationship to the data.",
)
bc_p1_companion_breadth = gr.Textbox(
label="Paste: Dataset immersion coverage notes",
lines=3,
info="Which sources and sections were engaged with, which remain unread.",
)
# ---- Step 3 β Researcher Confirmation ----
gr.Markdown("---")
gr.Markdown("### Step 3 β Researcher Confirmation")
gr.Markdown(
"Review each initial noticing against its source sentence. "
"Confirm, refine, or reject each one. This is the researcher's "
"own analytic act β not the dialogue partner's. Braun & Clarke "
"2019/2021 insist that reflexive thematic analysis is *constructed* "
"by the researcher's engagement with the data, not *extracted* by a tool."
)
bc_p1_build_table_btn = gr.Button(
"Build confirmation table from Steps 1 + 2",
variant="secondary",
)
bc_p1_validation_table = gr.Dataframe(
headers=[
"L1", "L2", "L3", "L4", "sentence_id",
"sentence", "initial_noticing",
"reflexive_challenge", "researcher_confirmation",
"refined_noticing",
],
label="Phase 1 Researcher Confirmation Table β edit the last 4 columns",
interactive=True,
wrap=True,
)
# ---- Save ----
gr.Markdown("---")
bc_p1_save_btn = gr.Button(
"Save Phase 1 output (all 3 steps β JSON artifact)",
variant="primary",
)
bc_p1_save_status = gr.Markdown("")
# ------------ Phase 2 β Initial Coding ------------
with gr.Accordion("Phase 2 β Generating Initial Codes", open=False):
gr.Markdown(
"## Phase 2 β Generating Initial Codes\n\n"
"*Braun & Clarke 2006, Phase 2: \"Coding interesting features "
"of the data in a systematic fashion across the entire data "
"set, collating data relevant to each code\"* (p. 87).\n\n"
"This workbench implements Phase 2 through a **fully agentic "
"LangGraph architecture**. The agent loops systematically "
"across every sentence, generates both semantic and latent "
"codes, maintains a growing codebook with definitions, and "
"iterates with researcher-edited context. The researcher is "
"the final authority β human code columns always override AI.\n\n"
"**Architecture:** LangGraph supervisor + 7 agent tools "
"(read_corpus, read_phase1_context, propose_code, "
"check_codebook, add_to_codebook, flag_for_review, "
"save_iteration). Agent decides ordering, flags ambiguous "
"sentences, and avoids codebook duplication.\n\n"
"**Braun & Clarke 2006 compliance target:** ~88% with full "
"agent + 3 iterations + researcher review. Unclosable gaps: "
"reflexive engagement depth, time-on-task verification, felt "
"sense of codes (documented in COMPLIANCE.md).\n\n"
"**Round 2 status (this release):** Real LangGraph agent wired. "
"Click Run iteration 1 to invoke Mistral through the 7-tool "
"supervisor loop. Runtime: ~60-120 seconds for 30 sentences. "
"Iteration 2 reads researcher edits from iteration 1. "
"Iteration 3 is the final convergence pass."
)
# ---- Corpus source ----
gr.Markdown("### Corpus β inherited from Phase 1")
gr.Markdown(
"*Phase 2 reads the canonical corpus loaded in Phase 1. "
"If no corpus is loaded, go to Phase 1 β Familiarization "
"and load test_phase1.csv or your own canonical CSV first.*"
)
bc_p2_corpus_status = gr.Markdown("No corpus loaded. Load in Phase 1 first.")
bc_p2_refresh_btn = gr.Button(
"Refresh corpus status from Phase 1",
variant="secondary",
)
# ---- Phase 1 context consumption ----
gr.Markdown("---")
gr.Markdown("### Phase 1 context (consumed by the agent)")
gr.Markdown(
"*The Phase 2 agent reads the researcher's reflexive "
"positioning and confirmed initial noticings from Phase 1 "
"as context. This ensures Phase 2 coding is grounded in "
"the researcher's familiarization, not starting from scratch.*"
)
bc_p2_phase1_summary = gr.Markdown(
"*Phase 1 output will appear here after Save Phase 1.*"
)
# ---- Orientation β Braun & Clarke p. 84 ----
gr.Markdown("---")
gr.Markdown("### Coding orientation (Braun & Clarke p. 84)")
gr.Markdown(
"*Braun & Clarke 2006 (p. 84) treat SEMANTIC vs LATENT as "
"an analysis-wide choice, not a per-sentence distinction. "
"Choose ONE orientation for this whole analysis. The agent "
"will code every sentence at the level you pick.* \n\n"
"**Semantic** β surface content, what the text explicitly says \n"
"**Latent** β underlying assumptions, what the text implies"
)
bc_p2_orientation = gr.Radio(
choices=["semantic", "latent"],
value="semantic",
label="Coding orientation for this analysis",
interactive=True,
)
# ---- Iteration controls ----
gr.Markdown("---")
gr.Markdown("### Agentic coding iterations")
gr.Markdown(
"Braun & Clarke insist on iterative refinement. Run "
"iteration 1 β review AI codes in the table β edit human "
"columns β run iteration 2 (agent reads your edits as "
"context) β review β iteration 3 β converge."
)
with gr.Row():
bc_p2_run_iter1_btn = gr.Button(
"Run iteration 1",
variant="primary",
)
bc_p2_run_iter2_btn = gr.Button(
"Run iteration 2 (reads your edits)",
variant="primary",
)
bc_p2_run_iter3_btn = gr.Button(
"Run iteration 3 (final)",
variant="primary",
)
bc_p2_iter_status = gr.Markdown("*No iterations run yet.*")
# ---- Coding table ----
gr.Markdown("---")
gr.Markdown("### Initial Codes Table")
gr.Markdown(
"*Every sentence gets two code levels (semantic + latent) "
"per iteration. Edit the `human_code_iterN` columns to "
"override the agent. The `final_code` column is populated "
"from the latest human edit or the latest AI code if no "
"human edit exists.*"
)
bc_p2_codes_table = gr.Dataframe(
headers=[
"L1", "L2", "L3", "L4", "sentence_id", "sentence",
"ai_code_iter1", "human_code_iter1",
"ai_code_iter2", "human_code_iter2",
"ai_code_iter3", "human_code_iter3",
"final_code", "flagged",
],
label="Phase 2 Initial Codes β edit human_code_iterN columns",
interactive=True,
wrap=True,
)
# ---- Codebook ----
gr.Markdown("---")
gr.Markdown("### Codebook")
gr.Markdown(
"*Braun & Clarke 2006 require a codebook: the dictionary "
"of codes with definitions, provenance, and usage counts. "
"The agent maintains this as it codes; the researcher can "
"edit definitions directly.*"
)
bc_p2_codebook_table = gr.Dataframe(
headers=[
"code_name", "definition", "created_by",
"provenance", "sentence_count",
],
label="Phase 2 Codebook β edit definitions",
interactive=True,
wrap=True,
)
# ---- Save ----
gr.Markdown("---")
bc_p2_save_btn = gr.Button(
"Save Final Codes + Codebook β Supabase + JSON artifact",
variant="primary",
)
bc_p2_save_status = gr.Markdown("")
# ------------ Phase 3 -- Searching for Themes ------------
with gr.Accordion("Phase 3 β Searching for Themes", open=False):
gr.Markdown(
"## Phase 3 -- Searching for Themes\n\n"
"*Braun & Clarke 2006, Phase 3: \"Collating codes into potential "
"themes, gathering all data relevant to each potential theme\" (p. 89).*\n\n"
"This phase clusters the Phase 2 codebook codes by semantic similarity "
"(sentence-transformers embeddings + agglomerative clustering), then "
"proposes a candidate theme name and description for each cluster "
"via one Mistral call per cluster.\n\n"
"**Researcher action:** review the candidate themes, edit "
"`researcher_theme_name` and `researcher_notes` columns, then "
"re-run with different thresholds if needed. B&C 2006 explicitly "
"say Phase 3 is tentative and iterative."
)
gr.Markdown("### Clustering parameters (researcher-controlled)")
gr.Markdown(
"*B&C 2006 do not prescribe a fixed number of themes. "
"Themes emerge from the clustering threshold you set. "
"Lower similarity = fewer, broader themes. "
"Higher similarity = more, tighter themes.*"
)
with gr.Row():
bc_p3_similarity = gr.Slider(
minimum=0.3, maximum=0.95, value=0.60, step=0.05,
label="Similarity threshold",
info="Codes more similar than this cluster together. Default 0.60.",
)
bc_p3_min_size = gr.Slider(
minimum=2, maximum=10, value=2, step=1,
label="Minimum cluster size",
info="Clusters smaller than this go into noise bucket. Default 2.",
)
bc_p3_run_btn = gr.Button(
"Run Phase 3 -- Cluster codes into candidate themes",
variant="primary",
)
bc_p3_status = gr.Markdown("*No themes generated yet. Run Phase 2 first.*")
gr.Markdown("---")
gr.Markdown(
"### Candidate Themes Table\n"
"*Edit `researcher_theme_name` and `researcher_notes` to override "
"or refine the AI-generated theme names. Researcher is the final "
"authority (Braun & Clarke 2006, reflexive TA principle).*"
)
bc_p3_themes_table = gr.Dataframe(
headers=[
"theme_id", "candidate_theme_name", "description",
"rationale", "member_codes", "code_count",
"researcher_theme_name", "researcher_notes",
],
label="Phase 3 Candidate Themes -- edit researcher_theme_name and researcher_notes",
interactive=True,
wrap=True,
)
gr.Markdown("---")
gr.Markdown(
"### Noise Codes\n"
"*Codes that did not fit any cluster (below minimum cluster size). "
"Review these -- they may represent important edge cases or require "
"lower similarity threshold to be absorbed.*"
)
bc_p3_noise_table = gr.Dataframe(
headers=["code_name", "definition"],
label="Noise codes (did not cluster)",
interactive=False,
wrap=True,
)
gr.Markdown("---")
bc_p3_save_btn = gr.Button(
"Save Phase 3 output (themes + noise -> JSON artifact)",
variant="secondary",
)
bc_p3_save_status = gr.Markdown("")
# ------------ Phase 4 -- Reviewing Themes ------------
with gr.Accordion("Phase 4 β Reviewing Themes", open=False):
gr.Markdown(
"## Phase 4 -- Reviewing Themes\n\n"
"*Braun & Clarke 2006 p. 91: \"Reviewing, refining and sometimes "
"reducing your themes.\"*\n\n"
"**Level 1** -- coded extracts check: are the member codes and "
"sentences within each theme coherent? (within-theme cohesion score)\n\n"
"**Level 2** -- full dataset check: is each theme distinct from "
"others? Is it appropriately scoped?\n\n"
"The LLM suggests a verdict for each theme. "
"**Researcher makes the final call** by editing "
"`researcher_verdict` and `researcher_action_notes`."
)
bc_p4_run_btn = gr.Button(
"Run Phase 4 -- Review all themes (cohesion + LLM verdict)",
variant="primary",
)
bc_p4_status = gr.Markdown("*No review run yet. Run Phase 3 first.*")
gr.Markdown("---")
gr.Markdown(
"### Theme Review Table\n"
"*`within_cohesion`: 0.0 = incoherent, 1.0 = perfectly tight. "
"B&C guidance: cohesion < 0.4 = consider split/drop, > 0.7 = healthy.*\n\n"
"*`llm_verdict`: AI suggestion (keep/merge/split/drop). "
"Edit `researcher_verdict` with your own decision.*"
)
bc_p4_review_table = gr.Dataframe(
headers=[
"theme_id", "theme_name", "member_codes", "code_count",
"member_sentence_count", "within_cohesion",
"llm_verdict", "llm_reasoning", "llm_action_suggestion",
"researcher_verdict", "researcher_action_notes",
],
label="Phase 4 Theme Review -- edit researcher_verdict and researcher_action_notes",
interactive=True,
wrap=True,
)
gr.Markdown("---")
bc_p4_save_btn = gr.Button(
"Save Phase 4 verdicts -> JSON artifact",
variant="secondary",
)
bc_p4_save_status = gr.Markdown("")
# ------------ Phase 5 -- Defining and Naming ------------
with gr.Accordion("Phase 5 β Defining and Naming Themes", open=False):
gr.Markdown(
"## Phase 5 -- Defining and Naming Themes\n\n"
"*Braun & Clarke 2006 p. 92: \"Ongoing analysis to refine "
"the specifics of each theme, and the overall story the "
"analysis tells, generating clear definitions and names.\"*\n\n"
"This phase takes the **surviving themes from Phase 4** "
"(verdict = keep or merge) and produces:\n"
"- A **final theme name** (concise, punchy, analytically clear)\n"
"- A **definition** (what the theme includes and excludes)\n"
"- A **scope note** (what it does NOT cover)\n"
"- A **narrative contribution** (role in the overall analysis story)\n\n"
"**Researcher action:** Edit `researcher_final_name` and "
"`researcher_definition` to override the AI suggestions. "
"Researcher is the final authority."
)
bc_p5_run_btn = gr.Button(
"Run Phase 5 -- Define and name all surviving themes",
variant="primary",
)
bc_p5_status = gr.Markdown("*No definitions yet. Run Phase 4 first.*")
gr.Markdown("---")
gr.Markdown(
"### Theme Definitions Table\n"
"*Edit `researcher_final_name` and `researcher_definition` "
"to set your own final names and definitions. "
"These will carry forward to Phase 6 (the report).*"
)
bc_p5_def_table = gr.Dataframe(
headers=[
"theme_id", "original_name", "final_name",
"definition", "scope_note",
"narrative_contribution", "member_codes",
"code_count", "researcher_final_name",
"researcher_definition",
],
label="Phase 5 Theme Definitions -- edit researcher_final_name and researcher_definition",
interactive=True,
wrap=True,
)
gr.Markdown("---")
bc_p5_save_btn = gr.Button(
"Save Phase 5 definitions -> JSON artifact",
variant="secondary",
)
bc_p5_save_status = gr.Markdown("")
# ------------ Phase 6 -- Producing the Report ------------
with gr.Accordion("Phase 6 β Producing the Report", open=False):
gr.Markdown(
"## Phase 6 -- Producing the Report\n\n"
"*Braun & Clarke 2006 p. 93: \"The final phase is writing the report. "
"The task here is to tell the complicated story of your data in a way "
"that convinces the reader of the merit and validity of your analysis.\"*\n\n"
"This phase generates a complete analytic report from your Phase 5 "
"theme definitions, weaving together:\n"
"- Theme definitions and analytic narratives\n"
"- Data extracts (quotes) evidencing each theme\n"
"- Cross-theme analysis\n"
"- Conclusion\n\n"
"**Researcher action:** Edit the report directly in the text area below. "
"The report is yours β the AI drafts, you refine."
)
bc_p6_research_question = gr.Textbox(
label="Research question / focus (optional)",
placeholder="e.g. How do employees experience organisational change?",
lines=2,
)
bc_p6_run_btn = gr.Button(
"Run Phase 6 -- Generate analytic report",
variant="primary",
)
bc_p6_status = gr.Markdown("*No report yet. Run Phase 5 first.*")
gr.Markdown("---")
gr.Markdown(
"### Analytic Report\n"
"*Edit directly below. The report is in Markdown format β "
"headers, bold, and block quotes render automatically.*"
)
bc_p6_report_text = gr.Textbox(
label="Phase 6 Analytic Report (editable)",
lines=30,
placeholder="Report will appear here after running Phase 6...",
interactive=True,
)
gr.Markdown("---")
bc_p6_save_btn = gr.Button(
"Save report -> JSON + Markdown artifacts",
variant="secondary",
)
bc_p6_save_status = gr.Markdown("")
# ==================== COMPUTATIONAL GROUNDED THEORY (family) ====================
# ==================== SPJIMR CORPUS ANALYSIS ====================
with gr.Tab("SPJIMR Corpus Analysis"):
import spjimr_ui
spjimr_ui.render_spjimr_ui()
# ZONE 5 β Event wiring (.click handlers β the glue)
# ========================================================================
# Each .click() connects a button to a handler function. The function's
# return values go into the components listed in outputs=[...].
#
# GOLDEN RULE: the number of return values from the handler must match
# the length of the outputs list, in the same order.
#
# chat_outputs is the shared list used by process_message, submit_form,
# and new_chat. All three must return 8 values in the same order.
# ----------------
# Event wiring
# ----------------
chat_outputs = [
chatbot, table_out, extracted_out, chart_out, code_out,
downloads_state, downloads_files_out, chat_input,
]
send_btn.click(
process_message,
inputs=[chat_input, mode_select, llm_provider_select, llm_key_input,
chatbot, loaded_context_state, downloads_state],
outputs=chat_outputs,
)
chat_input.submit(
process_message,
inputs=[chat_input, mode_select, llm_provider_select, llm_key_input,
chatbot, loaded_context_state, downloads_state],
outputs=chat_outputs,
)
form_submit.click(
submit_form,
inputs=[
form_task, form_op, form_a, form_b, form_city, form_notes,
mode_select, llm_provider_select, llm_key_input, chatbot,
loaded_context_state, downloads_state,
],
outputs=chat_outputs,
)
form_clear.click(
clear_form,
outputs=[form_task, form_op, form_a, form_b, form_city, form_notes],
)
new_chat_btn.click(
new_chat,
inputs=[downloads_state],
outputs=chat_outputs,
)
# Data source handlers
scrape_btn.click(
scrape_url,
inputs=[url_input, downloads_state],
outputs=[scrape_preview, scrape_status, loaded_context_state,
downloads_state, downloads_files_out],
)
scrape_clear_btn.click(
clear_scrape,
outputs=[url_input, scrape_preview, scrape_status, loaded_context_state],
)
pdf_extract_btn.click(
extract_pdf,
inputs=[pdf_input, downloads_state],
outputs=[pdf_preview, pdf_status, loaded_context_state,
downloads_state, downloads_files_out],
)
pdf_clear_btn.click(
clear_pdf,
outputs=[pdf_input, pdf_preview, pdf_status, loaded_context_state],
)
csv_load_btn.click(
load_spreadsheet,
inputs=[csv_input, downloads_state],
outputs=[csv_preview, csv_status, loaded_context_state,
downloads_state, downloads_files_out],
)
csv_clear_btn.click(
clear_spreadsheet,
outputs=[csv_input, csv_preview, csv_status, loaded_context_state],
)
ml_load_btn.click(
load_ml_examples,
inputs=[downloads_state],
outputs=[ml_preview, ml_status, loaded_context_state,
downloads_state, downloads_files_out],
)
ml_clear_btn.click(
clear_ml_examples,
outputs=[ml_preview, ml_status, loaded_context_state],
)
# Training handlers (supervised)
train_btn.click(
handle_train,
inputs=[downloads_state],
outputs=[trained_state, train_status, confusion_out,
downloads_state, downloads_files_out],
)
train_clear_btn.click(
clear_training,
outputs=[trained_state, train_status, confusion_out, predict_out],
)
predict_btn.click(
handle_predict,
inputs=[trained_state, predict_input, downloads_state],
outputs=[predict_out, downloads_state, downloads_files_out],
)
sup_label_filter.change(
filter_training_dataset,
inputs=[sup_label_filter],
outputs=[sup_dataset_view],
)
# Training handlers (unsupervised)
cluster_btn.click(
handle_cluster,
inputs=[cluster_sim, cluster_min, cluster_nnear, cluster_llm_toggle,
llm_provider_select, llm_key_input, downloads_state],
outputs=[cluster_out, cluster_status, downloads_state, downloads_files_out],
)
cluster_clear_btn.click(
clear_clustering,
outputs=[cluster_out, cluster_status],
)
# ---- Vector Processing wiring ----
vectorize_btn.click(
handle_vectorize_preview,
inputs=[embedding_provider_select, embedding_key_input, downloads_state],
outputs=[vectorize_out, vectorize_status,
downloads_state, downloads_files_out],
)
vectorize_clear_btn.click(
clear_vectorize_preview,
outputs=[vectorize_out, vectorize_status],
)
vector_index_btn.click(
handle_vector_index,
inputs=[embedding_provider_select, embedding_key_input, downloads_state],
outputs=[vector_index_status, downloads_state, downloads_files_out],
)
vector_clear_btn.click(
handle_vector_clear,
inputs=[downloads_state],
outputs=[vector_index_status, downloads_state, downloads_files_out],
)
vector_search_btn.click(
handle_vector_search,
inputs=[vector_query, vector_n,
embedding_provider_select, embedding_key_input, downloads_state],
outputs=[vector_search_out, vector_search_status,
downloads_state, downloads_files_out],
)
# ---- Workbench wiring ----
wb_cgt_run.click(
handle_wb_cgt,
inputs=[wb_cgt_msg, wb_cgt_sim, wb_cgt_min, wb_cgt_nnear,
llm_provider_select, llm_key_input,
loaded_context_state, downloads_state],
outputs=[wb_cgt_trace, wb_cgt_reply, wb_cgt_sentences,
downloads_state, downloads_files_out],
)
# ---- CGT Phase 2 Pattern Refinement wiring (Nelson 2020 Step 2) ----
# Phase 2 consumes wb_cgt_sentences (Phase 1 output) per Option Ξ±:
# detection is a discrete step whose output feeds refinement.
cgt_p2_surface_btn.click(
handle_cgt_p2_surface,
inputs=[wb_cgt_sentences, cgt_p2_n_exemplars, cgt_p2_reflexivity,
llm_provider_select, llm_key_input, downloads_state],
outputs=[cgt_p2_refinement_table, cgt_p2_status,
downloads_state, downloads_files_out],
)
cgt_p2_save_btn.click(
handle_cgt_p2_save,
inputs=[cgt_p2_refinement_table, cgt_p2_reflexivity, downloads_state],
outputs=[cgt_p2_save_status, downloads_state, downloads_files_out],
)
wb_cta_run.click(
handle_wb_cta,
inputs=[wb_cta_msg, wb_cta_max,
llm_provider_select, llm_key_input,
loaded_context_state, downloads_state],
outputs=[wb_cta_trace, wb_cta_reply, wb_cta_codes,
downloads_state, downloads_files_out],
)
# ---- Phase 1 Familiarization wiring ----
bc_p1_load_test_btn.click(
handle_p1_load_test_csv,
inputs=[downloads_state],
outputs=[bc_corpus_state, bc_p1_corpus_status, bc_p1_corpus_preview,
downloads_state, downloads_files_out],
)
bc_p1_upload_csv.upload(
handle_p1_upload_csv,
inputs=[bc_p1_upload_csv, downloads_state],
outputs=[bc_corpus_state, bc_p1_corpus_status, bc_p1_corpus_preview,
downloads_state, downloads_files_out],
)
# ---- G&W at Scale load wiring (writes to gw_corpus_state) ----
gw_load_test_btn.click(
handle_p1_load_test_csv,
inputs=[downloads_state],
outputs=[gw_corpus_state, gw_load_status, gw_corpus_preview,
downloads_state, downloads_files_out],
)
gw_upload_csv.upload(
handle_p1_upload_csv,
inputs=[gw_upload_csv, downloads_state],
outputs=[gw_corpus_state, gw_load_status, gw_corpus_preview,
downloads_state, downloads_files_out],
)
# ---- B&C Workbench load wiring (writes to bc_corpus_state) ----
bc_load_test_btn.click(
handle_p1_load_test_csv,
inputs=[downloads_state],
outputs=[bc_corpus_state, bc_load_status, bc_corpus_preview,
downloads_state, downloads_files_out],
)
bc_upload_csv.upload(
handle_p1_upload_csv,
inputs=[bc_upload_csv, downloads_state],
outputs=[bc_corpus_state, bc_load_status, bc_corpus_preview,
downloads_state, downloads_files_out],
)
# ---- Nelson + Carlsen & Ralund load wiring ----
cgt_load_test_btn.click(
handle_p1_load_test_csv,
inputs=[downloads_state],
outputs=[cgt_corpus_state, cgt_load_status, cgt_corpus_preview,
downloads_state, downloads_files_out],
)
cgt_upload_csv.upload(
handle_p1_upload_csv,
inputs=[cgt_upload_csv, downloads_state],
outputs=[cgt_corpus_state, cgt_load_status, cgt_corpus_preview,
downloads_state, downloads_files_out],
)
bc_p1_build_table_btn.click(
handle_p1_build_validation_table,
inputs=[bc_corpus_state,
bc_p1_facilitator_memo, bc_p1_facilitator_transcript, bc_p1_facilitator_citations,
bc_p1_companion_challenges, bc_p1_companion_reflexivity, bc_p1_companion_breadth],
outputs=[bc_p1_validation_table],
)
bc_p1_save_btn.click(
handle_p1_save,
inputs=[bc_corpus_state,
bc_p1_facilitator_memo, bc_p1_facilitator_transcript, bc_p1_facilitator_citations,
bc_p1_companion_challenges, bc_p1_companion_reflexivity, bc_p1_companion_breadth,
bc_p1_validation_table,
downloads_state],
outputs=[bc_p1_save_status, downloads_state, downloads_files_out],
)
# ---- Phase 2 Initial Coding wiring ----
bc_p2_refresh_btn.click(
handle_p2_refresh_corpus,
inputs=[bc_corpus_state,
bc_p1_facilitator_memo, bc_p1_companion_reflexivity, bc_p1_validation_table],
outputs=[bc_p2_corpus_status, bc_p2_phase1_summary],
)
bc_p2_run_iter1_btn.click(
lambda corpus, codes, codebook, memo, reflex, vtable, prov, key, orient:
handle_p2_run_iteration(1, corpus, codes, codebook, memo, reflex, vtable, prov, key, orient),
inputs=[bc_corpus_state, bc_p2_codes_table, bc_p2_codebook_table,
bc_p1_facilitator_memo, bc_p1_companion_reflexivity, bc_p1_validation_table,
llm_provider_select, llm_key_input, bc_p2_orientation],
outputs=[bc_p2_codes_table, bc_p2_codebook_table, bc_p2_iter_status],
)
bc_p2_run_iter2_btn.click(
lambda corpus, codes, codebook, memo, reflex, vtable, prov, key, orient:
handle_p2_run_iteration(2, corpus, codes, codebook, memo, reflex, vtable, prov, key, orient),
inputs=[bc_corpus_state, bc_p2_codes_table, bc_p2_codebook_table,
bc_p1_facilitator_memo, bc_p1_companion_reflexivity, bc_p1_validation_table,
llm_provider_select, llm_key_input, bc_p2_orientation],
outputs=[bc_p2_codes_table, bc_p2_codebook_table, bc_p2_iter_status],
)
bc_p2_run_iter3_btn.click(
lambda corpus, codes, codebook, memo, reflex, vtable, prov, key, orient:
handle_p2_run_iteration(3, corpus, codes, codebook, memo, reflex, vtable, prov, key, orient),
inputs=[bc_corpus_state, bc_p2_codes_table, bc_p2_codebook_table,
bc_p1_facilitator_memo, bc_p1_companion_reflexivity, bc_p1_validation_table,
llm_provider_select, llm_key_input, bc_p2_orientation],
outputs=[bc_p2_codes_table, bc_p2_codebook_table, bc_p2_iter_status],
)
bc_p2_save_btn.click(
handle_p2_save,
inputs=[bc_corpus_state, bc_p2_codes_table, bc_p2_codebook_table, downloads_state],
outputs=[bc_p2_save_status, downloads_state, downloads_files_out],
)
# ---- Phase 3 Searching for Themes wiring ----
bc_p3_run_btn.click(
handle_p3_run,
inputs=[
bc_p2_codebook_table,
bc_p3_similarity, bc_p3_min_size, bc_p2_orientation,
bc_p1_companion_reflexivity,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[bc_p3_themes_table, bc_p3_noise_table, bc_p3_status, downloads_state, downloads_files_out],
)
bc_p3_save_btn.click(
handle_p3_save,
inputs=[bc_p3_themes_table, bc_p3_noise_table, downloads_state],
outputs=[bc_p3_save_status, downloads_state, downloads_files_out],
)
# ---- Phase 4 Reviewing Themes wiring ----
bc_p4_run_btn.click(
handle_p4_run,
inputs=[
bc_p3_themes_table, bc_p2_codes_table,
bc_p1_companion_reflexivity,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[bc_p4_review_table, bc_p4_status, downloads_state, downloads_files_out],
)
bc_p4_save_btn.click(
handle_p4_save,
inputs=[bc_p4_review_table, downloads_state],
outputs=[bc_p4_save_status, downloads_state, downloads_files_out],
)
# ---- Phase 5 Defining and Naming wiring ----
bc_p5_run_btn.click(
handle_p5_run,
inputs=[
bc_p4_review_table,
bc_p1_companion_reflexivity,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[bc_p5_def_table, bc_p5_status, downloads_state, downloads_files_out],
)
bc_p5_save_btn.click(
handle_p5_save,
inputs=[bc_p5_def_table, downloads_state],
outputs=[bc_p5_save_status, downloads_state, downloads_files_out],
)
# ---- Phase 6 Producing the Report wiring ----
bc_p6_run_btn.click(
handle_p6_run,
inputs=[
bc_p5_def_table, bc_p2_codes_table,
bc_p6_research_question,
bc_p1_companion_reflexivity,
bc_corpus_state,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[bc_p6_report_text, bc_p6_status, downloads_state, downloads_files_out],
)
bc_p6_save_btn.click(
handle_p6_save,
inputs=[bc_p6_report_text, downloads_state],
outputs=[bc_p6_save_status, downloads_state, downloads_files_out],
)
# ---- Phase 0 Preparation wiring (Moreno-Ortiz 2023; BERTopic_Teen 2025) ----
# Each button updates gw_corpus_state in-place (so next prep step or
# Phase 0 Sampling sees the prepared corpus) and refreshes the output
# table + status. Downloads list accumulates artifact JSONs.
p0prep_noise_btn.click(
handle_p0prep_noise_strip,
inputs=[gw_corpus_state, downloads_state],
outputs=[gw_corpus_state, p0prep_table, p0prep_status,
downloads_state, downloads_files_out],
)
p0prep_length_btn.click(
handle_p0prep_length_filter,
inputs=[gw_corpus_state, p0prep_min_words, downloads_state],
outputs=[gw_corpus_state, p0prep_table, p0prep_status,
downloads_state, downloads_files_out],
)
p0prep_hash_btn.click(
handle_p0prep_hash_dedup,
inputs=[gw_corpus_state, p0prep_case_sensitive, downloads_state],
outputs=[gw_corpus_state, p0prep_table, p0prep_status,
downloads_state, downloads_files_out],
)
p0prep_semantic_btn.click(
handle_p0prep_semantic_dedup,
inputs=[gw_corpus_state, p0prep_semantic_threshold, downloads_state],
outputs=[gw_corpus_state, p0prep_table, p0prep_status,
downloads_state, downloads_files_out],
)
# ---- Phase 0 Sampling wiring (Gauthier & Wallace 2022) ----
# Outputs 6: compression_table, split_proposals_table, compressed_corpus_state,
# status, downloads_state, downloads_files_out
gw_compress_btn.click(
handle_compression_run,
inputs=[
gw_corpus_state,
gw_sentences_per_cluster,
gw_min_cluster_size,
gw_outlier_sample,
gw_min_cluster_fit,
downloads_state,
],
outputs=[
gw_compress_table,
gw_split_proposals_table,
gw_compressed_corpus_state,
gw_compress_status,
downloads_state,
downloads_files_out,
],
)
# Apply researcher split decisions and re-sample
gw_apply_splits_btn.click(
handle_apply_split_decisions,
inputs=[
gw_corpus_state,
gw_split_proposals_table,
gw_sentences_per_cluster,
gw_min_cluster_size,
gw_outlier_sample,
gw_min_cluster_fit,
downloads_state,
],
outputs=[
gw_compress_table,
gw_split_proposals_table,
gw_compressed_corpus_state,
gw_compress_status,
downloads_state,
downloads_files_out,
],
)
# ---- Cluster labeling workflow (2 iterations + final commit) ----
# Phase 2 pattern: DataFrame in, DataFrame out. NO gr.State plumbing β
# that was the cause of the stale-table + flicker bugs.
gw_label_init_btn.click(
handle_label_init_cluster_table,
inputs=[gw_compress_table],
outputs=[gw_cluster_labels_table, gw_label_status],
)
gw_label_iter1_btn.click(
handle_label_iter1,
inputs=[
gw_cluster_labels_table,
gw_compress_table,
llm_provider_select,
llm_key_input,
downloads_state,
],
outputs=[
gw_cluster_labels_table,
gw_label_status, downloads_state, downloads_files_out,
],
)
gw_label_iter2_btn.click(
handle_label_iter2,
inputs=[
gw_cluster_labels_table,
gw_compress_table,
llm_provider_select,
llm_key_input,
downloads_state,
],
outputs=[
gw_cluster_labels_table,
gw_label_status, downloads_state, downloads_files_out,
],
)
# Commit handler returns 4 outputs (cluster_df, status, dl, dl).
# gw_compress_table (Phase 0 Sampling Table) is NOT in outputs β one-way
# pipeline, Phase 0 output stays frozen. Cluster Labeling produces its
# own artifact; downstream stages join on cluster_id at read-time.
gw_label_commit_btn.click(
handle_label_commit_final,
inputs=[
gw_cluster_labels_table,
gw_compress_table,
downloads_state,
],
outputs=[
gw_cluster_labels_table,
gw_label_status, downloads_state, downloads_files_out,
],
)
# ---- Methodology comparison download buttons (one per workbench) ----
bc_comparison_dl_btn.click(
lambda dl: handle_methodology_comparison_download("bc", dl),
inputs=[downloads_state],
outputs=[bc_comparison_dl_status, downloads_state, downloads_files_out],
)
gw_comparison_dl_btn.click(
lambda dl: handle_methodology_comparison_download("gw", dl),
inputs=[downloads_state],
outputs=[gw_comparison_dl_status, downloads_state, downloads_files_out],
)
cgt_comparison_dl_btn.click(
lambda dl: handle_methodology_comparison_download("cgt", dl),
inputs=[downloads_state],
outputs=[cgt_comparison_dl_status, downloads_state, downloads_files_out],
)
# ---- Phase 1 Familiarization wiring (G&W path, reuses handle_p1_save) ----
# Methodological sequence: Phase 0 β researcher edits `selected` column β
# Phase 1 Familiarization reads the researcher-APPROVED sentences (selected=true
# in the edited gw_compress_table). Phase 1 save ALSO populates
# gw_approved_corpus_state which Phase 2-6 read from, enforcing the sequence
# at the wiring level.
def _gw_p1_save_with_selected_filter(
compress_table, raw_corpus,
memo, transcript, citations,
challenges, reflexivity, breadth,
valtable, dl,
):
# Determine source β edited compression table (preferred) or raw corpus
source = None
if isinstance(compress_table, pd.DataFrame) and len(compress_table) > 0:
if "selected" in compress_table.columns:
# Normalize selected column: handle both bool and str 'true'/'false'
sel = compress_table["selected"]
mask = sel.apply(
lambda v: (
True if v is True
else False if v is False
else str(v).strip().lower() in ("true", "1", "yes", "t")
)
)
filtered = compress_table[mask]
source = filtered.to_dict("records")
else:
source = compress_table.to_dict("records")
if not source:
source = raw_corpus or []
# Call the existing handler
status, dl_out, dl_files = handle_p1_save(
source,
memo, transcript, citations,
challenges, reflexivity, breadth,
valtable, dl,
)
# Also publish the approved corpus to gw_approved_corpus_state for Phase 2-6
return status, dl_out, dl_files, source
gw_p1_save_btn.click(
_gw_p1_save_with_selected_filter,
inputs=[gw_compress_table, gw_corpus_state,
gw_p1_facilitator_memo, gw_p1_facilitator_transcript, gw_p1_facilitator_citations,
gw_p1_companion_challenges, gw_p1_companion_reflexivity, gw_p1_companion_breadth,
gw_p1_validation_table,
downloads_state],
outputs=[gw_p1_save_status, downloads_state, downloads_files_out, gw_approved_corpus_state],
)
# ====================================================================
# G&W Phase 2-6 wiring β reuses B&C handler functions with G&W state
# objects. Data isolation: every input/output references gw_* widgets.
# Phase 2 reads gw_approved_corpus_state (populated by G&W Phase 1 save).
# ====================================================================
# ---- G&W Phase 2 Initial Coding wiring ----
gw_p2_refresh_btn.click(
handle_p2_refresh_corpus,
inputs=[gw_approved_corpus_state,
gw_p1_facilitator_memo, gw_p1_companion_reflexivity, gw_p1_validation_table],
outputs=[gw_p2_corpus_status, gw_p2_phase1_summary],
)
gw_p2_run_iter1_btn.click(
lambda corpus, codes, codebook, memo, reflex, vtable, prov, key, orient:
handle_p2_run_iteration(1, corpus, codes, codebook, memo, reflex, vtable, prov, key, orient),
inputs=[gw_approved_corpus_state, gw_p2_codes_table, gw_p2_codebook_table,
gw_p1_facilitator_memo, gw_p1_companion_reflexivity, gw_p1_validation_table,
llm_provider_select, llm_key_input, gw_p2_orientation],
outputs=[gw_p2_codes_table, gw_p2_codebook_table, gw_p2_iter_status],
)
gw_p2_run_iter2_btn.click(
lambda corpus, codes, codebook, memo, reflex, vtable, prov, key, orient:
handle_p2_run_iteration(2, corpus, codes, codebook, memo, reflex, vtable, prov, key, orient),
inputs=[gw_approved_corpus_state, gw_p2_codes_table, gw_p2_codebook_table,
gw_p1_facilitator_memo, gw_p1_companion_reflexivity, gw_p1_validation_table,
llm_provider_select, llm_key_input, gw_p2_orientation],
outputs=[gw_p2_codes_table, gw_p2_codebook_table, gw_p2_iter_status],
)
gw_p2_run_iter3_btn.click(
lambda corpus, codes, codebook, memo, reflex, vtable, prov, key, orient:
handle_p2_run_iteration(3, corpus, codes, codebook, memo, reflex, vtable, prov, key, orient),
inputs=[gw_approved_corpus_state, gw_p2_codes_table, gw_p2_codebook_table,
gw_p1_facilitator_memo, gw_p1_companion_reflexivity, gw_p1_validation_table,
llm_provider_select, llm_key_input, gw_p2_orientation],
outputs=[gw_p2_codes_table, gw_p2_codebook_table, gw_p2_iter_status],
)
gw_p2_save_btn.click(
handle_p2_save,
inputs=[gw_approved_corpus_state, gw_p2_codes_table, gw_p2_codebook_table, downloads_state],
outputs=[gw_p2_save_status, downloads_state, downloads_files_out],
)
# ---- G&W Phase 3 Searching for Themes wiring ----
gw_p3_run_btn.click(
handle_p3_run,
inputs=[
gw_p2_codebook_table,
gw_p3_similarity, gw_p3_min_size, gw_p2_orientation,
gw_p1_companion_reflexivity,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[gw_p3_themes_table, gw_p3_noise_table, gw_p3_status, downloads_state, downloads_files_out],
)
gw_p3_save_btn.click(
handle_p3_save,
inputs=[gw_p3_themes_table, gw_p3_noise_table, downloads_state],
outputs=[gw_p3_save_status, downloads_state, downloads_files_out],
)
# ---- G&W Phase 4 Reviewing Themes wiring ----
gw_p4_run_btn.click(
handle_p4_run,
inputs=[
gw_p3_themes_table, gw_p2_codes_table,
gw_p1_companion_reflexivity,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[gw_p4_review_table, gw_p4_status, downloads_state, downloads_files_out],
)
gw_p4_save_btn.click(
handle_p4_save,
inputs=[gw_p4_review_table, downloads_state],
outputs=[gw_p4_save_status, downloads_state, downloads_files_out],
)
# ---- G&W Phase 5 Defining and Naming wiring ----
gw_p5_run_btn.click(
handle_p5_run,
inputs=[
gw_p4_review_table,
gw_p1_companion_reflexivity,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[gw_p5_def_table, gw_p5_status, downloads_state, downloads_files_out],
)
gw_p5_save_btn.click(
handle_p5_save,
inputs=[gw_p5_def_table, downloads_state],
outputs=[gw_p5_save_status, downloads_state, downloads_files_out],
)
# ---- G&W Phase 6 Producing the Report wiring ----
gw_p6_run_btn.click(
handle_p6_run,
inputs=[
gw_p5_def_table, gw_p2_codes_table,
gw_p6_research_question,
gw_p1_companion_reflexivity,
gw_approved_corpus_state,
llm_provider_select, llm_key_input,
downloads_state,
],
outputs=[gw_p6_report_text, gw_p6_status, downloads_state, downloads_files_out],
)
gw_p6_save_btn.click(
handle_p6_save,
inputs=[gw_p6_report_text, downloads_state],
outputs=[gw_p6_save_status, downloads_state, downloads_files_out],
)
if __name__ == "__main__":
# Supabase startup check -- create tables if they don't exist
if DB_OK:
_db_status = db.startup_check()
if _db_status["db_available"]:
print(f"[app.py] Supabase connected. Tables ready: {_db_status['tables_created']}")
else:
print(f"[app.py] Supabase not available: {_db_status.get('error')}")
else:
print(f"[app.py] database.py not loaded: {_db_err}")
# ssr_mode=False: Gradio 5/6's Server-Side Rendering breaks demo.launch()
# on HuggingFace Spaces with the "localhost not accessible" error.
# Confirmed workaround from HF forums + Gradio Discord.
demo.launch(server_name="0.0.0.0", server_port=7860, ssr_mode=False)
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