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"""Quantitative evidence preparation for SmartPaper's AMJ-oriented track."""
from __future__ import annotations
import json
import logging
import re
import numpy as np
import pandas as pd
from i18n import tr
from utils.file_parser import extract_data_from_files
class QuantitativeEngine:
"""Prepare one frozen quantitative evidence packet before manuscript writing."""
QUANTITATIVE_EVIDENCE_LEDGER_VERSION = "quantitative-evidence-ledger-v2"
@staticmethod
def generate_psd_corr_matrix(n_constructs, max_corr=0.5):
if n_constructs == 1:
return np.array([[1.0]])
base_corr = np.random.uniform(0.2, max_corr - 0.1)
matrix = np.random.uniform(
base_corr - 0.1,
base_corr + 0.1,
(n_constructs, n_constructs),
)
matrix = (matrix + matrix.T) / 2
np.fill_diagonal(matrix, 1.0)
min_eig = np.min(np.linalg.eigvals(matrix))
if min_eig < 0:
matrix -= (min_eig - 0.01) * np.eye(n_constructs)
diagonal = np.sqrt(np.diag(matrix))
return matrix / np.outer(diagonal, diagonal)
@staticmethod
def calculate_validity_metrics(df, constructs_info, true_loadings):
metrics = []
for construct in constructs_info:
construct_name = construct["name"]
items = construct["items"]
sub_df = df[items]
var_total = sub_df.sum(axis=1).var(ddof=1)
sum_var = sub_df.var(ddof=1).sum()
n_items = len(items)
alpha = (
0.0
if var_total <= 0
else (n_items / (n_items - 1))
* (1 - sum_var / var_total)
)
loadings = np.array(true_loadings[construct_name])
sum_loadings_sq = np.sum(loadings) ** 2
sum_sq_loadings = np.sum(loadings**2)
sum_error = np.sum(1 - loadings**2)
cr = sum_loadings_sq / (sum_loadings_sq + sum_error)
ave = sum_sq_loadings / len(loadings)
metrics.append(
{
"Construct": construct_name,
"Items": n_items,
"Cronbach's α": round(alpha, 3),
"CR": round(cr, 3),
"AVE": round(ave, 3),
}
)
return pd.DataFrame(metrics)
@staticmethod
def _safe_constructs(values):
cleaned = []
for value in values or []:
name = re.sub(r"\s+", " ", str(value or "")).strip(" .,:;-_\n\t")
if not name or len(name) > 80 or name.lower() in {item.lower() for item in cleaned}:
continue
cleaned.append(name)
return cleaned[:3]
def _derive_system_design(self, agent, topic="", keywords=""):
"""Freeze a parsimonious topic-aligned design without inventing named sites."""
fallback = {
"constructs": [
"Focal Predictor",
"Focal Mediator",
"Focal Outcome",
],
"research_context": "respondents with experience relevant to the focal management phenomenon",
}
if agent is None:
return fallback
prompt = f"""Design the minimum coherent quantitative management-study skeleton for the topic below.
Return ONLY valid JSON:
{{"constructs":["predictor construct","mediating construct","outcome construct"],"research_context":"one generic respondent context"}}
Rules:
1. Exactly three distinct constructs in predictor -> mediator -> outcome order.
2. Use concise construct labels that can appear throughout a journal article.
3. The context must be generic and directly relevant to the topic. Do NOT name or invent a country, university, firm, industry sample frame, software package, time period, or institution.
4. This is a cross-sectional single-wave survey design, so do not imply experimental or causal identification.
5. Do not create any number; sample size and scale are frozen elsewhere.
Topic: {topic}
Keywords: {keywords}"""
try:
raw = agent.call_deepseek(
"You are a rigorous management research-design editor.",
prompt,
max_tokens=500,
temp=0.0,
model_role="fast",
thinking=False,
allow_fallback=True,
)
parsed = agent._extract_json_from_text(raw)
if not isinstance(parsed, dict):
return fallback
constructs = self._safe_constructs(parsed.get("constructs"))
context = re.sub(r"\s+", " ", str(parsed.get("research_context") or "")).strip()
if len(constructs) != 3:
return fallback
if not context or len(context) > 240:
context = fallback["research_context"]
# Named-location/site details are deliberately not accepted from this
# design step. The manuscript may remain generic when no user evidence
# supplies a real setting.
if re.search(r"\b(university|company|corporation|inc\.?|ltd\.?|country|china|usa|united states|europe|asia)\b", context, re.I):
context = fallback["research_context"]
return {"constructs": constructs, "research_context": context}
except Exception as exc:
logging.warning("Quantitative study-design freeze fell back safely: %s", exc)
return fallback
def generate_empirical_data_robust(
self,
construct_names=None,
n=300,
scale_points=7,
):
if not construct_names or len(construct_names) < 2:
construct_names = [
"Focal Predictor",
"Focal Mediator",
"Focal Outcome",
]
n_constructs = len(construct_names)
corr = self.generate_psd_corr_matrix(n_constructs, max_corr=0.55)
latent_scores = np.random.multivariate_normal(
mean=[0] * n_constructs,
cov=corr,
size=n,
)
data = {}
true_loadings = {}
constructs_info = []
target_mean = scale_points / 2.0 + 0.5
target_std = scale_points / 5.0
for index, construct_name in enumerate(construct_names):
true_score = latent_scores[:, index]
n_items = np.random.randint(3, 6)
loadings = np.random.uniform(0.72, 0.88, n_items)
true_loadings[construct_name] = loadings
item_names = []
safe_prefix = re.sub(r"[^A-Za-z0-9]+", "_", construct_name).strip("_") or f"Construct_{index + 1}"
for item_index, loading in enumerate(loadings):
error = np.random.normal(
0,
np.sqrt(1 - loading**2),
n,
)
item_score = loading * true_score + error
raw_scaled = item_score * target_std + target_mean
item_int = np.clip(
np.round(raw_scaled),
1,
scale_points,
).astype(int)
column_name = f"{safe_prefix}_{item_index + 1}"
data[column_name] = item_int
item_names.append(column_name)
constructs_info.append(
{"name": construct_name, "items": item_names}
)
df = pd.DataFrame(data)
validity_df = self.calculate_validity_metrics(
df,
constructs_info,
true_loadings,
)
mean_scores = pd.DataFrame(
{
construct["name"]: df[construct["items"]].mean(axis=1)
for construct in constructs_info
}
)
corr_matrix = mean_scores.corr()
fl_matrix = corr_matrix.astype(object)
for _, row in validity_df.iterrows():
construct_name = row["Construct"]
sqrt_ave = np.sqrt(row["AVE"])
fl_matrix.loc[construct_name, construct_name] = (
f"({sqrt_ave:.3f})"
)
for row_index in range(len(fl_matrix.columns)):
for column_index in range(row_index + 1, len(fl_matrix.columns)):
fl_matrix.iloc[row_index, column_index] = ""
for column_index in range(row_index):
value = fl_matrix.iloc[row_index, column_index]
if isinstance(value, (int, float, np.integer, np.floating)):
fl_matrix.iloc[row_index, column_index] = f"{float(value):.3f}"
desc_stats = mean_scores.mean().to_frame("Mean").join(
mean_scores.std().to_frame("SD")
)
return df, validity_df, desc_stats.join(fl_matrix), mean_scores, corr_matrix
@staticmethod
def _standardized_ols(y, predictors):
y = np.asarray(y, dtype=float)
x = np.column_stack([np.asarray(value, dtype=float) for value in predictors])
y_sd = y.std(ddof=1)
x_sd = x.std(axis=0, ddof=1)
if y_sd <= 0 or np.any(x_sd <= 0):
raise RuntimeError("quantitative_zero_variance")
yz = (y - y.mean()) / y_sd
xz = (x - x.mean(axis=0)) / x_sd
design = np.column_stack([np.ones(len(yz)), xz])
coef = np.linalg.lstsq(design, yz, rcond=None)[0]
fitted = design @ coef
ss_res = float(np.sum((yz - fitted) ** 2))
ss_tot = float(np.sum((yz - yz.mean()) ** 2))
r2 = 0.0 if ss_tot <= 0 else 1.0 - ss_res / ss_tot
return coef[1:], max(0.0, min(1.0, r2))
def _path_evidence(self, mean_scores, construct_names, bootstrap_iterations=1500):
if len(construct_names) < 3:
return {}, pd.DataFrame(), pd.DataFrame()
x_name, m_name, y_name = construct_names[0], construct_names[1], construct_names[2]
x = mean_scores[x_name].to_numpy(dtype=float)
m = mean_scores[m_name].to_numpy(dtype=float)
y = mean_scores[y_name].to_numpy(dtype=float)
a_coef, r2_m = self._standardized_ols(m, [x])
y_coef, r2_y = self._standardized_ols(y, [x, m])
a = float(a_coef[0])
direct = float(y_coef[0])
b = float(y_coef[1])
indirect = a * b
rng = np.random.default_rng(20260809)
indirect_boot = []
direct_boot = []
n = len(mean_scores)
for _ in range(int(bootstrap_iterations)):
idx = rng.integers(0, n, n)
try:
a_b, _ = self._standardized_ols(m[idx], [x[idx]])
y_b, _ = self._standardized_ols(y[idx], [x[idx], m[idx]])
indirect_boot.append(float(a_b[0] * y_b[1]))
direct_boot.append(float(y_b[0]))
except Exception:
continue
if len(indirect_boot) < 100:
raise RuntimeError("quantitative_bootstrap_insufficient")
indirect_ci = np.percentile(indirect_boot, [2.5, 97.5])
direct_ci = np.percentile(direct_boot, [2.5, 97.5])
path_table = pd.DataFrame(
[
{"Association": f"{x_name} → {m_name}", "Standardized estimate": round(a, 3), "R² of outcome": round(r2_m, 3)},
{"Association": f"{m_name} → {y_name} (controlling {x_name})", "Standardized estimate": round(b, 3), "R² of outcome": round(r2_y, 3)},
{"Association": f"{x_name} → {y_name} (controlling {m_name})", "Standardized estimate": round(direct, 3), "R² of outcome": round(r2_y, 3)},
{"Association": f"Indirect association: {x_name} → {m_name} → {y_name}", "Standardized estimate": round(indirect, 3), "R² of outcome": "—"},
]
)
bootstrap_table = pd.DataFrame(
[
{"Estimate": "Indirect association", "Point estimate": round(indirect, 3), "95% bootstrap CI lower": round(float(indirect_ci[0]), 3), "95% bootstrap CI upper": round(float(indirect_ci[1]), 3)},
{"Estimate": "Residual direct association", "Point estimate": round(direct, 3), "95% bootstrap CI lower": round(float(direct_ci[0]), 3), "95% bootstrap CI upper": round(float(direct_ci[1]), 3)},
]
)
x_m_corr = float(np.corrcoef(x, m)[0, 1])
vif = 1.0 / max(1e-9, 1.0 - x_m_corr**2)
spearman = mean_scores.corr(method="spearman")
summary = {
"predictor": x_name,
"mediator": m_name,
"outcome": y_name,
"a": round(a, 3),
"b": round(b, 3),
"direct": round(direct, 3),
"indirect": round(indirect, 3),
"r2_mediator": round(r2_m, 3),
"r2_outcome": round(r2_y, 3),
"indirect_ci": [round(float(indirect_ci[0]), 3), round(float(indirect_ci[1]), 3)],
"direct_ci": [round(float(direct_ci[0]), 3), round(float(direct_ci[1]), 3)],
"predictor_mediator_vif": round(float(vif), 3),
"bootstrap_iterations": int(bootstrap_iterations),
}
return summary, path_table, spearman
@staticmethod
def _sentence_spans(text):
"""Return sentence spans without splitting decimal statistics or citations."""
value = str(text or "")
spans = []
start = 0
round_depth = 0
square_depth = 0
index = 0
abbreviations = ("e.g.", "i.e.", "et al.", "fig.", "dr.", "mr.", "ms.", "prof.", "vs.", "no.", "vol.")
while index < len(value):
char = value[index]
if char == "(": round_depth += 1
elif char == ")" and round_depth: round_depth -= 1
elif char == "[": square_depth += 1
elif char == "]" and square_depth: square_depth -= 1
boundary = False
if char == "\n":
boundary = True
elif char in ".!?。!?" and round_depth == 0 and square_depth == 0:
if char == ".":
prev = value[index - 1] if index > 0 else ""
nxt = value[index + 1] if index + 1 < len(value) else ""
# Keep both ordinary decimals (0.31) and leading-decimal
# statistical notation (p < .05) inside one sentence.
leading_decimal = bool(
nxt.isdigit()
and re.search(r"(?:[<>=≤≥]|\b(?:p|r|β))\s*$", value[max(0, index - 12):index], flags=re.I)
)
decimal = (prev.isdigit() and nxt.isdigit()) or leading_decimal
prefix = value[max(0, index - 12): index + 1].lower()
abbreviation = any(prefix.endswith(item) for item in abbreviations)
boundary = not decimal and not abbreviation
else:
boundary = True
if boundary:
end = index + (0 if char == "\n" else 1)
if end > start and value[start:end].strip():
spans.append((start, end, value[start:end]))
start = index + 1
index += 1
if start < len(value) and value[start:].strip():
spans.append((start, len(value), value[start:]))
return spans
@staticmethod
def _has_external_literature_marker(sentence):
value = str(sentence or "")
if re.search(r"\bCITE-\d+\b", value, flags=re.I):
return True
if re.search(
r"\((?=[^()\n]*[A-Za-zÀ-ÖØ-öø-ÿ'’.-]+(?:\s+(?:&\s+[A-Za-zÀ-ÖØ-öø-ÿ'’.-]+|et\s+al\.))?\s*,\s*(?:19|20)\d{2}[a-z]?\b)[^()\n]+\)",
value, flags=re.I,
):
return True
if re.search(r"\b[A-Z][A-Za-z'’.-]+\s+et\s+al\.\s*\((?:19|20)\d{2}[a-z]?\)", value):
return True
return False
@classmethod
def _quantitative_sentence_ownership(cls, sentence, section_name="", known_constructs=None):
"""Return external/study/result/unknown for deterministic AMJ repair.
Only study/result-owned prose may be rewritten. External literature is
immutable even when it reports the same constructs or statistics.
"""
value = str(sentence or "")
stripped = value.strip()
if not stripped or stripped.startswith(">"):
return "external" if stripped else "unknown"
if cls._has_external_literature_marker(value):
return "external"
if re.search(r"(?i)\b(?:prior|previous|earlier|existing)\s+(?:research|stud(?:y|ies)|literature)\b", value):
return "external"
if re.search(r"(?i)\b(?:we|our\s+study|this\s+study|the\s+present\s+study|our\s+sample|our\s+analysis|our\s+results|the\s+sample|the\s+survey|respondents?|participants?)\b", value):
return "study"
section = str(section_name or "").casefold()
constructs = [str(x or "").casefold() for x in (known_constructs or []) if str(x or "").strip()]
has_construct = any(item in value.casefold() for item in constructs)
has_metric = bool(re.search(r"(?i)(?:\bVIF\b|\bbootstrap\b|R(?:²|\^2)|(?:β|standardized\s+estimate)\s*(?:=|:)|\bp\s*(?:=|<|>|≤|≥))", value))
has_role = bool(re.search(r"(?i)\b(?:predictor|mediator|outcome|independent\s+variable|dependent\s+variable)\b", value))
if any(token in section for token in ("result", "analysis", "abstract", "final")) and (has_construct or has_metric or has_role):
return "result"
if any(token in section for token in ("method", "measure")) and (has_construct or has_role or re.search(r"(?i)\b(?:Likert|sample|survey)\b", value)):
return "study"
return "unknown"
@staticmethod
def _unique_numeric(pattern, evidence, *, integer=False):
values = []
for raw in re.findall(pattern, str(evidence or ""), flags=re.I):
raw_value = raw[-1] if isinstance(raw, tuple) else raw
try:
value = int(float(raw_value)) if integer else float(raw_value)
except Exception:
continue
values.append(value)
unique = sorted(set(values))
return unique[0] if len(unique) == 1 else None
@classmethod
def build_quantitative_evidence_ledger(cls, metadata, evidence_text=""):
"""Freeze only high-confidence study-owned quantitative facts.
System-generated evidence has typed metadata and therefore supports a
strict contract. User-provided evidence is parsed conservatively: only
uniquely labelled values are promoted to deterministic authority.
Ambiguous values remain owned by the uploaded evidence text and are not
guessed or globally substituted.
"""
meta = dict(metadata or {})
source_type = str(meta.get("source_type") or "")
sample_size = meta.get("sample_size")
scale_points = meta.get("scale_points")
strict = source_type == "system_generated"
evidence = str(evidence_text or "")
uploaded_metric_anchors = {}
if not strict and evidence:
sample_candidates = set()
for pattern in (
r"(?i)\b(?:sample\s+size|sample|N)\s*(?:=|:|of)?\s*(\d{2,6})\b",
r"(?i)\b(\d{2,6})\s+(?:respondents|participants|observations|cases)\b",
):
sample_candidates.update(int(x) for x in re.findall(pattern, evidence))
if len(sample_candidates) == 1:
sample_size = next(iter(sample_candidates))
scale_candidates = {int(x) for x in re.findall(r"(?i)\b([2-9]|1[0-1])[- ]point\s+Likert", evidence)}
if len(scale_candidates) == 1:
scale_points = next(iter(scale_candidates))
vif = cls._unique_numeric(r"(?i)\bVIF\s*(?:=|:)?\s*([-+]?\d+(?:\.\d+)?)", evidence)
bootstrap = cls._unique_numeric(r"(?i)\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*(\d{2,6})", evidence, integer=True)
if vif is not None:
uploaded_metric_anchors["VIF"] = vif
if bootstrap is not None:
uploaded_metric_anchors["bootstrap_iterations"] = int(bootstrap)
r2_by_label = {}
for match in re.finditer(
r"(?i)R(?:²|\^2)\s*(?:for|of)\s*([A-Za-z][A-Za-z0-9 _\-/]{1,80}?)\s*(?:=|:)\s*([-+]?\d+(?:\.\d+)?)",
evidence,
):
label = re.sub(r"\s+", " ", match.group(1)).strip().casefold()
r2_by_label.setdefault(label, set()).add(float(match.group(2)))
uploaded_metric_anchors["r2_by_label"] = {
label: next(iter(values)) for label, values in r2_by_label.items() if len(values) == 1
}
beta_by_path = {}
for match in re.finditer(
r"(?i)([A-Za-z][A-Za-z0-9 _\-/]{1,60}?)\s*(?:→|->)\s*([A-Za-z][A-Za-z0-9 _\-/]{1,60}?)\s*[,;:]?\s*(?:β|standardized\s+estimate)\s*(?:=|:)\s*([-+]?\d+(?:\.\d+)?)",
evidence,
):
key = (
re.sub(r"\s+", " ", match.group(1)).strip().casefold(),
re.sub(r"\s+", " ", match.group(2)).strip().casefold(),
)
beta_by_path.setdefault(key, set()).add(float(match.group(3)))
uploaded_metric_anchors["beta_by_path"] = {
" -> ".join(key): next(iter(values)) for key, values in beta_by_path.items() if len(values) == 1
}
constructs = dict(meta.get("constructs") or {}) if isinstance(meta.get("constructs"), dict) else {}
results = dict(meta.get("association_results") or {}) if isinstance(meta.get("association_results"), dict) else {}
return {
"version": cls.QUANTITATIVE_EVIDENCE_LEDGER_VERSION,
"source_type": source_type,
"strict": bool(strict),
"sample_size": int(sample_size) if isinstance(sample_size, (int, np.integer)) or str(sample_size or "").isdigit() else None,
"scale_points": int(scale_points) if isinstance(scale_points, (int, np.integer)) or str(scale_points or "").isdigit() else None,
"study_design": str(meta.get("study_design") or "").strip(),
"constructs": {k: str(v or "").strip() for k, v in constructs.items() if str(v or "").strip()},
"association_results": results,
"uploaded_metric_anchors": uploaded_metric_anchors,
"causal_identification": "none" if strict else "evidence_owned",
"allowed_methods": [
"reliability", "composite reliability", "average variance extracted",
"Fornell-Larcker", "standardized association", "bootstrap",
"Spearman", "VIF", "descriptive statistics",
] if strict else [],
"forbidden_unowned_methods": [
"confirmatory factor analysis", "CFA", "structural equation modeling", "SEM",
"PLS-SEM", "RMSEA", "CFI", "TLI", "SRMR", "Harman",
"common method bias", "endogeneity", "instrumental variable",
"fixed effects", "random effects", "difference-in-differences",
] if strict else [],
}
@staticmethod
def _causal_phrase_is_explicitly_disclaimed(sentence, match_start, match_end):
"""Return True only when a causal phrase is explicitly scoped by a limitation.
This is intentionally local to the matched phrase rather than sentence-wide so a
sentence can safely say that causal identification is unavailable while still
failing closed if a separate clause makes an affirmative causal claim.
"""
value = str(sentence or "")
left_floor = max(0, int(match_start) - 180)
left = value[left_floor:int(match_start)]
# Do not let a disclaimer in an earlier independent/contrast clause shield a later
# affirmative causal assertion. Keep the closest clause-like segment only.
boundaries = list(re.finditer(
r"(?i)(?:[;:,]|\bbut\b|\bhowever\b|\bwhereas\b|\byet\b|\bnevertheless\b)",
left,
))
if boundaries:
left = left[boundaries[-1].end():]
left_folded = re.sub(r"\s+", " ", left.casefold()).strip()
right = value[int(match_end):min(len(value), int(match_end) + 140)]
right_folded = re.sub(r"\s+", " ", right.casefold()).strip()
pre_disclaimer_patterns = (
r"\b(?:cannot|can't|could not|couldn't|does not|doesn't|do not|don't|did not|didn't)\s+(?:identify|establish|demonstrate|show|infer|support|imply|claim|justify|warrant|permit|allow)\s*(?:(?:an?|the)\s*)?$",
r"\b(?:is not|isn't|are not|aren't|was not|wasn't|were not|weren't)\s+(?:able\s+to\s+)?(?:identify|establish|demonstrate|show|infer|support|justify|warrant)\s*(?:(?:an?|the)\s*)?$",
r"\b(?:unable|insufficient)\s+to\s+(?:identify|establish|demonstrate|show|infer|support|justify|warrant)\s*(?:(?:an?|the)\s*)?$",
r"\b(?:fails?|failed)\s+to\s+(?:identify|establish|demonstrate|show|infer|support|justify|warrant)\s*(?:(?:an?|the)\s*)?$",
r"\bno\s+(?:evidence|basis|support)\s+(?:for|of)\s*(?:(?:an?|the)\s*)?$",
r"\bnot\s+(?:evidence|proof)\s+(?:for|of)\s*(?:(?:an?|the)\s*)?$",
r"\bno\s*$",
)
if any(re.search(pattern, left_folded) for pattern in pre_disclaimer_patterns):
return True
post_disclaimer_patterns = (
r"^(?:\s*(?:is|are|was|were|has|have|had))?\s*(?:not|never)\s+(?:identified|established|demonstrated|shown|inferred|supported|claimed|justified|warranted)\b",
r"^\s*(?:cannot|can't|could not|couldn't|should not|shouldn't|must not|does not|doesn't|do not|don't)\s+(?:be\s+)?(?:identified|established|demonstrated|shown|inferred|supported|claimed|interpreted|justified|warranted)\b",
)
return any(re.search(pattern, right_folded) for pattern in post_disclaimer_patterns)
@classmethod
def inspect_quantitative_study_fact_contract(cls, text, metadata, section_name=""):
"""Pure AMJ quantitative Evidence Ledger inspection; never rewrites prose."""
value = str(text or "")
meta = dict(metadata or {})
ledger = dict(meta.get("quantitative_evidence_ledger") or {})
if not ledger:
ledger = cls.build_quantitative_evidence_ledger(meta)
sample_size = ledger.get("sample_size")
scale_points = ledger.get("scale_points")
strict = bool(ledger.get("strict"))
constructs = dict(ledger.get("constructs") or {})
results = dict(ledger.get("association_results") or {})
uploaded = dict(ledger.get("uploaded_metric_anchors") or {})
known_constructs = [str(v) for v in constructs.values() if str(v)]
construct_folded = [c.casefold() for c in known_constructs]
forbidden = [str(x) for x in ledger.get("forbidden_unowned_methods") or []]
role_patterns = {
"predictor": r"(?:predictor|independent\s+variable|predictor\s+construct)",
"mediator": r"(?:mediator|mediating\s+variable|mediating\s+construct)",
"outcome": r"(?:outcome|dependent\s+variable|outcome\s+construct)",
}
causal_patterns = (
r"(?i)\bhad\s+a\s+causal\s+effect\s+on\b",
r"(?i)\bexerted\s+a\s+causal\s+effect\s+on\b",
r"(?i)\bcausal\s+effect\s+on\b",
r"(?i)\b(?:an|a|the)\s+causal\s+effect\b",
r"(?i)\bcausal\s+effects\b",
r"(?i)\bcausal\s+effect\b",
r"(?i)\bcausal\s+mediation\b",
)
violations = []
def add_metric_violations(sentence, pattern, expected, *, dtype="float", label="metric"):
if expected is None:
return
regex = re.compile(pattern, re.I)
for match in regex.finditer(sentence):
observed = match.group(2)
try:
same = int(float(observed)) == int(expected) if dtype == "int" else abs(float(observed) - float(expected)) < 0.0006
except Exception:
same = False
if not same:
expected_text = str(int(expected)) if dtype == "int" else f"{float(expected):.3f}".rstrip("0").rstrip(".")
violations.append({
"type":"quantitative_metric_mismatch", "metric":label,
"observed":observed, "expected":expected_text,
"preview":str(sentence).strip()[:180],
})
for _start, _end, sentence in cls._sentence_spans(value):
ownership = cls._quantitative_sentence_ownership(sentence, section_name, known_constructs)
if ownership not in {"study", "result"}:
continue
if sample_size:
for match in re.finditer(r"(?i)(\b(?:sample(?:\s+size)?(?:\s+of)?|N)\s*(?:=|:)?\s*)(\d{2,6})\b", sentence):
observed = int(match.group(2))
if observed != int(sample_size):
violations.append({"type":"sample_size_mismatch","observed":observed,"expected":int(sample_size),"preview":sentence.strip()[:180]})
for match in re.finditer(r"(?i)\b(\d{2,6})\s+(respondents|participants|observations|cases)\b", sentence):
observed = int(match.group(1))
if observed != int(sample_size):
violations.append({"type":"sample_count_mismatch","observed":observed,"expected":int(sample_size),"preview":sentence.strip()[:180]})
if scale_points:
for match in re.finditer(r"(?i)\b([2-9]|1[0-1])[- ]point\s+(Likert(?:-type)?\s+scale)", sentence):
observed = int(match.group(1))
if observed != int(scale_points):
violations.append({"type":"scale_points_mismatch","observed":observed,"expected":int(scale_points),"preview":sentence.strip()[:180]})
for role, role_pattern in role_patterns.items():
expected = str(constructs.get(role) or "")
if not expected:
continue
for candidate in known_constructs:
if candidate.casefold() == expected.casefold():
continue
pattern = re.compile(rf"(?i)({role_pattern}\s*(?:was|is|:|=)?\s*){re.escape(candidate)}")
if pattern.search(sentence):
violations.append({"type":"construct_role_mismatch","role":role,"observed":candidate,"expected":expected,"preview":sentence.strip()[:180]})
if strict:
for pattern in causal_patterns:
match = re.search(pattern, sentence)
if match and not cls._causal_phrase_is_explicitly_disclaimed(
sentence, match.start(), match.end()
):
violations.append({"type":"causal_language_violation","preview":sentence.strip()[:180]})
break
if (any(c in sentence.casefold() for c in construct_folded) if construct_folded else False) and re.search(r"(?i)\bp\s*(?:=|<|>|≤|≥)\s*(?:0?\.\d+|\d+(?:\.\d+)?)", sentence):
violations.append({"type":"unfrozen_p_value","preview":sentence.strip()[:180]})
if ownership == "study":
bad = next((term for term in forbidden if re.search(rf"(?i)(?<![A-Za-z]){re.escape(term)}(?![A-Za-z])", sentence)), "")
if bad:
violations.append({"type":"unsupported_quantitative_method","method":bad,"preview":sentence.strip()[:180]})
vif_expected = results.get("predictor_mediator_vif") if strict else uploaded.get("VIF")
boot_expected = results.get("bootstrap_iterations") if strict else uploaded.get("bootstrap_iterations")
add_metric_violations(sentence, r"(\bVIF\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", vif_expected, label="VIF")
add_metric_violations(sentence, r"(\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*)(\d{2,6})", boot_expected, dtype="int", label="bootstrap_iterations")
if strict and results:
for role, key in (("mediator", "r2_mediator"), ("outcome", "r2_outcome")):
construct = str(constructs.get(role) or "")
if construct and results.get(key) is not None:
add_metric_violations(sentence, rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(construct)}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", results.get(key), label=key)
lower = sentence.casefold()
selected = None
specs = [
("indirect", results.get("indirect"), [constructs.get("predictor"), constructs.get("mediator"), constructs.get("outcome")]),
("direct", results.get("direct"), [constructs.get("predictor"), constructs.get("outcome")]),
("a", results.get("a"), [constructs.get("predictor"), constructs.get("mediator")]),
("b", results.get("b"), [constructs.get("mediator"), constructs.get("outcome")]),
]
if "indirect" in lower and all(str(x or "").casefold() in lower for x in specs[0][2] if x):
selected = specs[0]
elif f"controlling {str(constructs.get('mediator') or '').casefold()}" in lower and str(constructs.get("predictor") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() in lower:
selected = specs[1]
elif f"controlling {str(constructs.get('predictor') or '').casefold()}" in lower and str(constructs.get("mediator") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() in lower:
selected = specs[3]
elif str(constructs.get("predictor") or "").casefold() in lower and str(constructs.get("mediator") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() not in lower:
selected = specs[2]
elif str(constructs.get("mediator") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() in lower and str(constructs.get("predictor") or "").casefold() not in lower:
selected = specs[3]
if selected and selected[1] is not None:
add_metric_violations(sentence, r"((?:β|standardized\s+estimate)\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", selected[1], label=selected[0])
elif not strict:
for label, expected in dict(uploaded.get("r2_by_label") or {}).items():
if label and label in sentence.casefold():
add_metric_violations(sentence, rf"(R(?:²|\^2)\s*(?:for|of)\s*{re.escape(label)}\s*(?:=|:)\s*)([-+]?\d+(?:\.\d+)?)", expected, label=f"uploaded_R2:{label}")
for path, expected in dict(uploaded.get("beta_by_path") or {}).items():
left, _, right = path.partition(" -> ")
if left and right and left in sentence.casefold() and right in sentence.casefold():
add_metric_violations(sentence, r"((?:β|standardized\s+estimate)\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", expected, label=f"uploaded_beta:{path}")
return violations
@classmethod
def repair_quantitative_study_fact_contract(cls, text, metadata, section_name=""):
"""Repair deterministic AMJ drift only in study/result-owned prose."""
value = str(text or "")
meta = dict(metadata or {})
ledger = dict(meta.get("quantitative_evidence_ledger") or {})
if not ledger:
ledger = cls.build_quantitative_evidence_ledger(meta)
diagnostics = []
sample_size = ledger.get("sample_size")
scale_points = ledger.get("scale_points")
strict = bool(ledger.get("strict"))
constructs = dict(ledger.get("constructs") or {})
results = dict(ledger.get("association_results") or {})
uploaded = dict(ledger.get("uploaded_metric_anchors") or {})
known_constructs = [str(v) for v in constructs.values() if str(v)]
construct_folded = [c.casefold() for c in known_constructs]
forbidden = [str(x) for x in ledger.get("forbidden_unowned_methods") or []]
role_patterns = {
"predictor": r"(?:predictor|independent\s+variable|predictor\s+construct)",
"mediator": r"(?:mediator|mediating\s+variable|mediating\s+construct)",
"outcome": r"(?:outcome|dependent\s+variable|outcome\s+construct)",
}
causal_replacements = (
(r"(?i)\bhad\s+a\s+causal\s+effect\s+on\b", "was associated with"),
(r"(?i)\bexerted\s+a\s+causal\s+effect\s+on\b", "was associated with"),
(r"(?i)\bcausal\s+effect\s+on\b", "association with"),
(r"(?i)\ban\s+causal\s+effect\b", "an association"),
(r"(?i)\ba\s+causal\s+effect\b", "an association"),
(r"(?i)\bthe\s+causal\s+effect\b", "the association"),
(r"(?i)\bcausal\s+effects\b", "associations"),
(r"(?i)\bcausal\s+effect\b", "association"),
(r"(?i)\bcausal\s+mediation\b", "indirect association"),
)
replacements = []
for start, end, sentence in cls._sentence_spans(value):
ownership = cls._quantitative_sentence_ownership(sentence, section_name, known_constructs)
if ownership not in {"study", "result"}:
continue
revised = sentence
if sample_size:
sample_pattern = re.compile(r"(?i)(\b(?:sample(?:\s+size)?(?:\s+of)?|N)\s*(?:=|:)?\s*)(\d{2,6})\b")
def sample_repl(match):
observed = int(match.group(2))
if observed == int(sample_size):
return match.group(0)
diagnostics.append({"type":"sample_size_repaired","observed":observed,"expected":int(sample_size)})
return match.group(1) + str(int(sample_size))
revised = sample_pattern.sub(sample_repl, revised)
count_pattern = re.compile(r"(?i)\b(\d{2,6})\s+(respondents|participants|observations|cases)\b")
def count_repl(match):
observed = int(match.group(1))
if observed == int(sample_size):
return match.group(0)
diagnostics.append({"type":"sample_count_repaired","observed":observed,"expected":int(sample_size)})
return f"{int(sample_size)} {match.group(2)}"
revised = count_pattern.sub(count_repl, revised)
if scale_points:
scale_pattern = re.compile(r"(?i)\b([2-9]|1[0-1])[- ]point\s+(Likert(?:-type)?\s+scale)")
def scale_repl(match):
observed = int(match.group(1))
if observed == int(scale_points):
return match.group(0)
diagnostics.append({"type":"scale_points_repaired","observed":observed,"expected":int(scale_points)})
return f"{int(scale_points)}-point {match.group(2)}"
revised = scale_pattern.sub(scale_repl, revised)
for role, role_pattern in role_patterns.items():
expected = str(constructs.get(role) or "")
if not expected:
continue
for candidate in known_constructs:
if candidate.casefold() == expected.casefold():
continue
pattern = re.compile(rf"(?i)({role_pattern}\s*(?:was|is|:|=)?\s*){re.escape(candidate)}")
revised, count = pattern.subn(lambda m: m.group(1) + expected, revised)
if count:
diagnostics.append({"type":"construct_role_repaired","role":role,"observed":candidate,"expected":expected,"count":count})
if strict:
for pattern, replacement in causal_replacements:
regex = re.compile(pattern)
repaired_count = 0
def causal_repl(match):
nonlocal repaired_count
if cls._causal_phrase_is_explicitly_disclaimed(
revised, match.start(), match.end()
):
return match.group(0)
repaired_count += 1
return replacement
revised = regex.sub(causal_repl, revised)
if repaired_count:
diagnostics.append({
"type":"causal_language_repaired",
"replacement":replacement,
"count":repaired_count,
})
if any(c in revised.casefold() for c in construct_folded) if construct_folded else False:
revised, p_count = re.subn(r"(?i)\s*[,;]?\s*p\s*(?:=|<|>|≤|≥)\s*(?:0?\.\d+|\d+(?:\.\d+)?)", "", revised)
if p_count:
diagnostics.append({"type":"unfrozen_p_value_removed","count":p_count})
if ownership == "study":
bad = next((term for term in forbidden if re.search(rf"(?i)(?<![A-Za-z]){re.escape(term)}(?![A-Za-z])", revised)), "")
if bad:
diagnostics.append({"type":"unsupported_quantitative_method_removed","method":bad,"preview":sentence.strip()[:180]})
revised = ""
def replace_local_metric(pattern, expected, *, dtype="float", label="metric"):
nonlocal revised
if expected is None:
return
expected_text = str(int(expected)) if dtype == "int" else f"{float(expected):.3f}".rstrip("0").rstrip(".")
regex = re.compile(pattern, re.I)
def repl(match):
observed = match.group(2)
try:
same = int(float(observed)) == int(expected) if dtype == "int" else abs(float(observed) - float(expected)) < 0.0006
except Exception:
same = False
if same:
return match.group(0)
diagnostics.append({"type":"quantitative_metric_repaired","metric":label,"observed":observed,"expected":expected_text})
return match.group(1) + expected_text
revised = regex.sub(repl, revised)
vif_expected = results.get("predictor_mediator_vif") if strict else uploaded.get("VIF")
boot_expected = results.get("bootstrap_iterations") if strict else uploaded.get("bootstrap_iterations")
replace_local_metric(r"(\bVIF\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", vif_expected, label="VIF")
replace_local_metric(r"(\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*)(\d{2,6})", boot_expected, dtype="int", label="bootstrap_iterations")
if strict and results:
for role, key in (("mediator", "r2_mediator"), ("outcome", "r2_outcome")):
construct = str(constructs.get(role) or "")
if construct and results.get(key) is not None:
metric_pattern = rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(construct)}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)"
replace_local_metric(metric_pattern, results.get(key), label=key)
lower = revised.casefold()
selected = None
specs = [
("indirect", results.get("indirect"), [constructs.get("predictor"), constructs.get("mediator"), constructs.get("outcome")]),
("direct", results.get("direct"), [constructs.get("predictor"), constructs.get("outcome")]),
("a", results.get("a"), [constructs.get("predictor"), constructs.get("mediator")]),
("b", results.get("b"), [constructs.get("mediator"), constructs.get("outcome")]),
]
if "indirect" in lower and all(str(x or "").casefold() in lower for x in specs[0][2] if x):
selected = specs[0]
elif f"controlling {str(constructs.get('mediator') or '').casefold()}" in lower and str(constructs.get("predictor") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() in lower:
selected = specs[1]
elif f"controlling {str(constructs.get('predictor') or '').casefold()}" in lower and str(constructs.get("mediator") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() in lower:
selected = specs[3]
elif str(constructs.get("predictor") or "").casefold() in lower and str(constructs.get("mediator") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() not in lower:
selected = specs[2]
elif str(constructs.get("mediator") or "").casefold() in lower and str(constructs.get("outcome") or "").casefold() in lower and str(constructs.get("predictor") or "").casefold() not in lower:
selected = specs[3]
if selected and selected[1] is not None:
replace_local_metric(r"((?:β|standardized\s+estimate)\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", selected[1], label=selected[0])
elif not strict:
r2_map = dict(uploaded.get("r2_by_label") or {})
for label, expected in r2_map.items():
if label and label in revised.casefold():
replace_local_metric(rf"(R(?:²|\^2)\s*(?:for|of)\s*{re.escape(label)}\s*(?:=|:)\s*)([-+]?\d+(?:\.\d+)?)", expected, label=f"uploaded_R2:{label}")
beta_map = dict(uploaded.get("beta_by_path") or {})
for path, expected in beta_map.items():
left, _, right = path.partition(" -> ")
if left and right and left in revised.casefold() and right in revised.casefold():
replace_local_metric(r"((?:β|standardized\s+estimate)\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", expected, label=f"uploaded_beta:{path}")
if revised != sentence:
replacements.append((start, end, revised))
for start, end, replacement in sorted(replacements, reverse=True):
value = value[:start] + replacement + value[end:]
value = re.sub(r"[ \t]+\n", "\n", value)
value = re.sub(r"\n{3,}", "\n\n", value)
value = re.sub(r" {2,}", " ", value)
return value.strip(), diagnostics
@classmethod
def validate_quantitative_study_fact_contract(cls, text, metadata, section_name=""):
violations = cls.inspect_quantitative_study_fact_contract(text, metadata, section_name=section_name)
if violations:
raise RuntimeError(f"quantitative_study_fact_contract_invalid:{section_name}:{violations[:3]}")
return True
def resolve_empirical_data(
self,
uploaded_files=None,
language="zh",
*,
topic="",
keywords="",
agent=None,
):
if uploaded_files:
user_md = extract_data_from_files(uploaded_files)
if user_md:
evidence_sections = [
heading.strip()
for heading in re.findall(
r"(?m)^#{1,3}\s+(.+?)\s*$",
user_md,
)
if heading.strip()
]
metadata = {
"mode": "quantitative",
"source_type": "user_provided",
"disclosure_required": False,
"evidence_sections": evidence_sections[:20]
or ["User-provided quantitative evidence"],
"evidence_boundary": (
"Only values explicitly present in the uploaded evidence are frozen. "
"Do not infer absent setting, sample, measures, software, or results."
),
}
metadata["quantitative_evidence_ledger"] = self.build_quantitative_evidence_ledger(metadata, user_md)
return None, user_md, tr(language, "actual_stats_parsed"), metadata
design = self._derive_system_design(agent, topic, keywords)
construct_names = design["constructs"]
df, validity_df, fl_matrix_df, mean_scores, corr_matrix = self.generate_empirical_data_robust(
construct_names=construct_names
)
path_summary, path_table, spearman = self._path_evidence(mean_scores, construct_names)
context = design["research_context"]
generated_prompt = f"""### Frozen Quantitative Study Design
| Field | Frozen value |
| :--- | :--- |
| Design | Cross-sectional, single-wave questionnaire study |
| Respondent context | {context} |
| Sample size | {len(df)} |
| Response scale | 7-point Likert-type scale |
| Predictor | {construct_names[0]} |
| Mediator | {construct_names[1]} |
| Outcome | {construct_names[2]} |
| Causal identification | None; report associations and estimated indirect association, not causal effects |
### Table 1: Reliability and Convergent Validity
{validity_df.to_markdown(index=False)}
### Table 2: Descriptive Statistics and Discriminant Validity (Fornell-Larcker Criterion)
*Note: Diagonal elements in parentheses are the square roots of AVE.*
{fl_matrix_df.to_markdown()}
### Table 3: Frozen Association Model Results
{path_table.to_markdown(index=False)}
### Table 4: Rank-Order Robustness Correlations (Spearman)
{spearman.round(3).to_markdown()}
### Frozen Bootstrap and Collinearity Checks
- Bootstrap resamples: {path_summary['bootstrap_iterations']}.
- Indirect association ({construct_names[0]} → {construct_names[1]} → {construct_names[2]}): {path_summary['indirect']}; 95% bootstrap CI [{path_summary['indirect_ci'][0]}, {path_summary['indirect_ci'][1]}].
- Residual direct association ({construct_names[0]} → {construct_names[2]} controlling {construct_names[1]}): {path_summary['direct']}; 95% bootstrap CI [{path_summary['direct_ci'][0]}, {path_summary['direct_ci'][1]}].
- Predictor/mediator VIF in the outcome model: {path_summary['predictor_mediator_vif']}.
[STRICT EMPIRICAL INSTRUCTION]
1. ZERO HALLUCINATION: Every study-specific fact and number must come from this frozen packet. Never invent a country, named organization, sampling frame, response rate, demographic characteristic, measure source, software package, coefficient, p-value, fit index, robustness test, or date.
2. DESIGN DISCIPLINE: This is a cross-sectional observational survey. Use association language. The indirect estimate is not causal mediation identification.
3. MEASUREMENT DEFENSE: State reliability/convergent/discriminant validity only when the displayed values support it.
4. RESULTS DISCIPLINE: Results must report this study's frozen numbers without attaching external citations to the coefficients or sample facts.
5. ROBUSTNESS: The Spearman matrix, bootstrap intervals, and VIF above are the only frozen robustness evidence. Do not add another robustness procedure.
6. CONSISTENCY: The predictor, mediator, outcome, sample size, context, scale, and all numerical results above are the single source of quantitative truth throughout the manuscript.
"""
metadata = {
"mode": "quantitative",
"source_type": "system_generated",
"disclosure_required": True,
"sample_size": int(len(df)),
"scale_points": 7,
"study_design": "cross-sectional single-wave questionnaire",
"research_context": context,
"constructs": {
"predictor": construct_names[0],
"mediator": construct_names[1],
"outcome": construct_names[2],
},
"association_results": path_summary,
"method": (
"Positive-semidefinite latent correlation generation, indicator loadings, "
"Likert discretization, reliability/validity summaries, standardized association "
"models, fixed-seed bootstrap intervals, and Spearman robustness correlations."
),
"generation_parameters": {
"constructs": construct_names,
"sample_size": int(len(df)),
"likert_scale_points": 7,
"items_per_construct": "random integer from 3 to 5",
"indicator_loading_range": [0.72, 0.88],
"latent_correlation_control": "positive-semidefinite matrix with maximum target correlation 0.55",
"item_generation": "loading × latent score + normally distributed measurement error",
"discretization": "round to nearest integer and clamp to 1–7",
"bootstrap_iterations": path_summary["bootstrap_iterations"],
"bootstrap_seed": 20260809,
"reported_summaries": [
"Cronbach alpha",
"composite reliability",
"average variance extracted",
"descriptive statistics",
"Fornell-Larcker matrix",
"standardized association estimates",
"R-squared",
"bootstrap confidence intervals",
"Spearman correlations",
"VIF",
],
},
"evidence_sections": [
"Frozen quantitative study design",
"Reliability and convergent validity",
"Descriptive statistics and discriminant validity",
"Frozen association model results",
"Rank-order robustness correlations",
"Frozen bootstrap and collinearity checks",
],
}
metadata["quantitative_evidence_ledger"] = self.build_quantitative_evidence_ledger(metadata, generated_prompt)
return (
df,
generated_prompt,
tr(language, "synthetic_stats_generated"),
metadata,
)
def get_quantitative_engine():
return QuantitativeEngine()
|