Spaces:
Running
Running
A5-R3-R7-R2C-R2 adaptive study design scoped deployment
#118
by GuXiaopeng - opened
- core/generation_runner.py +59 -21
- core/pipeline_agent.py +33 -13
- core/qualitative_engine.py +3 -0
- core/quantitative_engine.py +464 -162
- core/study_design_contract.py +496 -0
core/generation_runner.py
CHANGED
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@@ -998,15 +998,23 @@ class GenerationRunner:
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diagnostics = quant_engine.inspect_quantitative_study_fact_contract(
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value, data_metadata, section_name=section_name
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)
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-
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@staticmethod
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def _study_fact_violations(mode: str, agent, quant_engine, text: str, data_metadata: dict, *, section_name: str):
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if str(mode or '') == 'asq':
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-
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-
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-
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-
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@staticmethod
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def _section_retry_feedback(violations, *, limit=8) -> str:
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@@ -1072,6 +1080,10 @@ class GenerationRunner:
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"hypothesis_contract_missing_id", "hypothesis_contract_ordinal_alias",
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"hypothesis_contract_pairing_mismatch", "hypothesis_contract_unknown_id",
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"citation_outside_frozen_section_whitelist", "authorial_ai_meta_trace",
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}
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if kind in always_fatal:
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return "FATAL"
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@@ -1115,6 +1127,12 @@ class GenerationRunner:
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"hypothesis": {"hypothesis_contract_missing_id", "hypothesis_contract_ordinal_alias",
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"hypothesis_contract_pairing_mismatch", "hypothesis_contract_unknown_id"},
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"workflow_trace": {"authorial_ai_meta_trace", "author_facing_internal_workflow_language"},
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}
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for lineage, kinds in groups.items():
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if kind in kinds:
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@@ -1438,8 +1456,13 @@ class GenerationRunner:
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hid = str(item.get("hypothesis_id") or "").strip()
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predictor = str(item.get("predictor") or "").strip()
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outcome = str(item.get("outcome") or "").strip()
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if hid and predictor and outcome:
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-
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if not lines:
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return ""
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indirect = dict(record.get("indirect_analysis") or {})
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@@ -1470,8 +1493,13 @@ class GenerationRunner:
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hid = str(item.get("hypothesis_id") or "").strip().upper()
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predictor = re.sub(r"\s+", " ", str(item.get("predictor") or "")).strip()
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outcome = re.sub(r"\s+", " ", str(item.get("outcome") or "")).strip()
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if hid and predictor and outcome:
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-
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return "\n".join(lines)
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@staticmethod
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@@ -1526,7 +1554,7 @@ class GenerationRunner:
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})
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all_constructs = {
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re.sub(r"\s+", " ", str(item.get(key) or "")).strip()
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-
for item in items for key in ("predictor", "outcome")
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if str(item.get(key) or "").strip()
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}
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for start, end, sentence in SSciPipelineAgent._sentence_spans(value):
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@@ -1543,6 +1571,7 @@ class GenerationRunner:
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continue
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predictor = re.sub(r"\s+", " ", str(item.get("predictor") or "")).strip()
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outcome = re.sub(r"\s+", " ", str(item.get("outcome") or "")).strip()
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lower_sentence = re.sub(r"\s+", " ", sentence).casefold()
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mentioned_constructs = {
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term for term in all_constructs if term.casefold() in lower_sentence
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@@ -1550,8 +1579,9 @@ class GenerationRunner:
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# Pairing identity is global, not limited to the theory-definition
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# sections. Require at least two named constructs so a bare reference
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# such as "H1 was supported" cannot be misclassified as remapping.
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-
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-
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):
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rows.append({
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"type": "hypothesis_contract_pairing_mismatch",
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@@ -3189,10 +3219,14 @@ class GenerationRunner:
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hypothesis_ledger = dict(data_metadata.get("hypothesis_ledger") or {})
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expected_hypothesis_version = str(getattr(quant_engine, "HYPOTHESIS_LEDGER_VERSION", ""))
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if hypothesis_ledger.get("version") != expected_hypothesis_version:
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-
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-
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-
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-
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if not rebuilt_hypotheses:
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raise RuntimeError("quantitative_hypothesis_ledger_rebuild_failed")
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data_metadata["hypothesis_ledger"] = rebuilt_hypotheses
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@@ -3203,12 +3237,16 @@ class GenerationRunner:
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front_contract = dict(data_metadata.get("front_matter_contract") or {})
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expected_front_version = str(getattr(quant_engine, "FRONT_MATTER_CONTRACT_VERSION", ""))
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if front_contract.get("version") != expected_front_version:
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-
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-
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topic, keywords,
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-
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-
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-
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if rebuilt_front:
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data_metadata["front_matter_contract"] = rebuilt_front
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else:
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@@ -4189,7 +4227,7 @@ class GenerationRunner:
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table_rule = (
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"AUTHORITATIVE TABLE CONTRACT: Do not create, reproduce, renumber, or alter any Markdown statistical table. "
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"Required statistical tables are handled separately from narrative prose. "
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-
"You may discuss and refer to
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)
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elif sec["is_method_or_result"] and mode == "amj":
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table_rule = "Present only study-supported statistical evidence; do not invent tables or numerical results."
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diagnostics = quant_engine.inspect_quantitative_study_fact_contract(
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value, data_metadata, section_name=section_name
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)
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diagnostics = list(diagnostics or [])
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scope_inspector = getattr(agent, "inspect_study_design_scope_contract", None)
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if callable(scope_inspector):
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diagnostics.extend(scope_inspector(value, data_metadata, section_name=section_name) or [])
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return value, diagnostics
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@staticmethod
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def _study_fact_violations(mode: str, agent, quant_engine, text: str, data_metadata: dict, *, section_name: str):
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rows = []
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if str(mode or '') == 'asq':
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rows.extend(agent.inspect_qualitative_study_fact_contract(text, data_metadata, section_name=section_name) or [])
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elif str(mode or '') == 'amj':
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rows.extend(quant_engine.inspect_quantitative_study_fact_contract(text, data_metadata, section_name=section_name) or [])
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scope_inspector = getattr(agent, "inspect_study_design_scope_contract", None)
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if callable(scope_inspector):
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rows.extend(scope_inspector(text, data_metadata, section_name=section_name) or [])
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return list(rows)
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@staticmethod
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def _section_retry_feedback(violations, *, limit=8) -> str:
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"hypothesis_contract_missing_id", "hypothesis_contract_ordinal_alias",
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"hypothesis_contract_pairing_mismatch", "hypothesis_contract_unknown_id",
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"citation_outside_frozen_section_whitelist", "authorial_ai_meta_trace",
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"study_design_scope_mismatch", "unsupported_focal_construct", "unsupported_relation_claim",
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"unsupported_moderation_claim", "unsupported_mediation_claim", "unsupported_temporal_scope",
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"unsupported_design_tradition", "unsupported_unit_of_analysis", "unsupported_data_source_claim",
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"unsupported_process_claim",
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}
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if kind in always_fatal:
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return "FATAL"
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"hypothesis": {"hypothesis_contract_missing_id", "hypothesis_contract_ordinal_alias",
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"hypothesis_contract_pairing_mismatch", "hypothesis_contract_unknown_id"},
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"workflow_trace": {"authorial_ai_meta_trace", "author_facing_internal_workflow_language"},
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"study_design_scope": {
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"study_design_scope_mismatch", "unsupported_focal_construct", "unsupported_relation_claim",
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"unsupported_moderation_claim", "unsupported_mediation_claim", "unsupported_temporal_scope",
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"unsupported_design_tradition", "unsupported_unit_of_analysis", "unsupported_data_source_claim",
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"unsupported_process_claim",
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},
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}
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for lineage, kinds in groups.items():
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if kind in kinds:
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hid = str(item.get("hypothesis_id") or "").strip()
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predictor = str(item.get("predictor") or "").strip()
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outcome = str(item.get("outcome") or "").strip()
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moderator = str(item.get("moderator") or "").strip()
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relation = str(item.get("relation") or "association").strip().casefold()
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if hid and predictor and outcome:
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if relation == "moderation" and moderator:
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lines.append(f"{hid}: {moderator} moderates the association between {predictor} and {outcome}.")
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else:
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lines.append(f"{hid}: {predictor} is associated with {outcome}.")
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if not lines:
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return ""
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indirect = dict(record.get("indirect_analysis") or {})
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hid = str(item.get("hypothesis_id") or "").strip().upper()
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predictor = re.sub(r"\s+", " ", str(item.get("predictor") or "")).strip()
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outcome = re.sub(r"\s+", " ", str(item.get("outcome") or "")).strip()
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moderator = str(item.get("moderator") or "").strip()
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relation = str(item.get("relation") or "association").strip().casefold()
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if hid and predictor and outcome:
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if relation == "moderation" and moderator:
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lines.append(f"{hid}: {moderator} moderates the association between {predictor} and {outcome}.")
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else:
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lines.append(f"{hid}: {predictor} is associated with {outcome}.")
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return "\n".join(lines)
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@staticmethod
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})
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all_constructs = {
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re.sub(r"\s+", " ", str(item.get(key) or "")).strip()
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for item in items for key in ("predictor", "outcome", "moderator")
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if str(item.get(key) or "").strip()
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}
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for start, end, sentence in SSciPipelineAgent._sentence_spans(value):
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continue
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predictor = re.sub(r"\s+", " ", str(item.get("predictor") or "")).strip()
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outcome = re.sub(r"\s+", " ", str(item.get("outcome") or "")).strip()
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moderator = re.sub(r"\s+", " ", str(item.get("moderator") or "")).strip()
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lower_sentence = re.sub(r"\s+", " ", sentence).casefold()
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mentioned_constructs = {
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term for term in all_constructs if term.casefold() in lower_sentence
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# Pairing identity is global, not limited to the theory-definition
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# sections. Require at least two named constructs so a bare reference
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# such as "H1 was supported" cannot be misclassified as remapping.
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+
expected_terms = [term for term in (predictor, outcome, moderator) if term]
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if len(mentioned_constructs) >= 2 and predictor and outcome and any(
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term.casefold() not in lower_sentence for term in expected_terms
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):
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rows.append({
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"type": "hypothesis_contract_pairing_mismatch",
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hypothesis_ledger = dict(data_metadata.get("hypothesis_ledger") or {})
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expected_hypothesis_version = str(getattr(quant_engine, "HYPOTHESIS_LEDGER_VERSION", ""))
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if hypothesis_ledger.get("version") != expected_hypothesis_version:
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study_contract = dict(data_metadata.get("study_design_contract") or {})
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if study_contract:
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rebuilt_hypotheses = quant_engine.build_hypothesis_ledger(study_contract)
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else:
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constructs = dict(data_metadata.get("constructs") or {})
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rebuilt_hypotheses = quant_engine.build_hypothesis_ledger([
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constructs.get("predictor"), constructs.get("mediator"), constructs.get("outcome")
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])
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if not rebuilt_hypotheses:
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raise RuntimeError("quantitative_hypothesis_ledger_rebuild_failed")
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data_metadata["hypothesis_ledger"] = rebuilt_hypotheses
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front_contract = dict(data_metadata.get("front_matter_contract") or {})
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expected_front_version = str(getattr(quant_engine, "FRONT_MATTER_CONTRACT_VERSION", ""))
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if front_contract.get("version") != expected_front_version:
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study_contract = dict(data_metadata.get("study_design_contract") or {})
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if study_contract:
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rebuilt_front = quant_engine.build_front_matter_contract(topic, keywords, study_contract)
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else:
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constructs = dict(data_metadata.get("constructs") or {})
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rebuilt_front = quant_engine.build_front_matter_contract(
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topic, keywords, [
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constructs.get("predictor"), constructs.get("mediator"), constructs.get("outcome")
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]
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)
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if rebuilt_front:
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data_metadata["front_matter_contract"] = rebuilt_front
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else:
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table_rule = (
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"AUTHORITATIVE TABLE CONTRACT: Do not create, reproduce, renumber, or alter any Markdown statistical table. "
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"Required statistical tables are handled separately from narrative prose. "
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f"You may discuss and refer only to the frozen table numbers {[int(row.get('number') or 0) for row in data_metadata.get('quantitative_table_manifest', {}).get('tables', []) if int(row.get('number') or 0) > 0]}; do not invent an additional table or change a table number."
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)
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elif sec["is_method_or_result"] and mode == "amj":
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table_rule = "Present only study-supported statistical evidence; do not invent tables or numerical results."
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core/pipeline_agent.py
CHANGED
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@@ -28,6 +28,7 @@ except ImportError:
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from config import APP_CONFIG
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from core.production_guard import find_authorial_ai_meta_spans
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from core.model_gateway import ProviderNeutralModelGateway
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from core.model_usage import ModelUsageEvent, emit_usage_event, normalize_deepseek_usage, prompt_identity, sanitize_metadata
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@@ -1761,6 +1762,30 @@ Return a concise PROVISIONAL RESEARCH LOGIC CONTRACT in plain English prose. It
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)
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raise DeepSeekRequestError(f'{phase} front matter validation failed: {last_error}')
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@staticmethod
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def _quantitative_front_matter_fallback(contract):
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"""Last-resort degraded front matter derived only from frozen authority.
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@@ -1769,10 +1794,8 @@ Return a concise PROVISIONAL RESEARCH LOGIC CONTRACT in plain English prose. It
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semantic reconciliation cannot produce a validated result; it never
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replaces the normal LLM path.
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"""
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-
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-
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-
values = [re.sub(r"\s+", " ", str(constructs.get(role) or "")).strip() for role in roles]
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-
values = [item for item in values if item]
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if not values:
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return {"title": "Quantitative Management Study", "keywords": ["quantitative research", "management research", "empirical study", "evidence"]}
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title = ", ".join(values[:-1]) + ((", and " if len(values) > 2 else " and ") + values[-1] if len(values) > 1 else "")
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issues.append("keywords_count_must_be_4_to_6")
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if len({item.casefold() for item in keywords}) != len(keywords):
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issues.append("keywords_must_be_distinct")
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-
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-
roles = list((contract or {}).get("construct_roles") or constructs.keys())
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combined = (title + " ; " + " ; ".join(keywords)).casefold()
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missing = [
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-
str(
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for
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if str(
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and str(
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]
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if missing:
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issues.append("missing_frozen_constructs:" + " | ".join(missing))
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@@ -1825,9 +1847,7 @@ Return a concise PROVISIONAL RESEARCH LOGIC CONTRACT in plain English prose. It
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degraded-mode fallback keeps packaging recoverable.
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"""
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contract = dict(contract or {})
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-
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roles = list(contract.get("construct_roles") or constructs.keys())
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frozen = [{"role": role, "name": constructs.get(role)} for role in roles if constructs.get(role)]
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if not frozen:
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logging.warning("Front-matter semantic contract missing frozen constructs; using degraded fallback.")
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return self._quantitative_front_matter_fallback(contract)
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from config import APP_CONFIG
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from core.production_guard import find_authorial_ai_meta_spans
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+
from core.study_design_contract import inspect_study_design_scope
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from core.model_gateway import ProviderNeutralModelGateway
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from core.model_usage import ModelUsageEvent, emit_usage_event, normalize_deepseek_usage, prompt_identity, sanitize_metadata
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)
|
| 1763 |
raise DeepSeekRequestError(f'{phase} front matter validation failed: {last_error}')
|
| 1764 |
|
| 1765 |
+
@staticmethod
|
| 1766 |
+
def _quantitative_front_matter_items(contract):
|
| 1767 |
+
"""Return extensible frozen construct rows, with legacy role-map fallback."""
|
| 1768 |
+
record = dict(contract or {})
|
| 1769 |
+
items = [dict(item) for item in (record.get("construct_items") or []) if isinstance(item, dict)]
|
| 1770 |
+
if items:
|
| 1771 |
+
return [
|
| 1772 |
+
{"role": "/".join(item.get("roles") or []), "name": re.sub(r"\s+", " ", str(item.get("label") or "")).strip()}
|
| 1773 |
+
for item in items if str(item.get("label") or "").strip()
|
| 1774 |
+
]
|
| 1775 |
+
constructs = dict(record.get("constructs") or {})
|
| 1776 |
+
roles = list(record.get("construct_roles") or constructs.keys())
|
| 1777 |
+
return [
|
| 1778 |
+
{"role": role, "name": re.sub(r"\s+", " ", str(constructs.get(role) or "")).strip()}
|
| 1779 |
+
for role in roles if str(constructs.get(role) or "").strip()
|
| 1780 |
+
]
|
| 1781 |
+
|
| 1782 |
+
@staticmethod
|
| 1783 |
+
def inspect_study_design_scope_contract(text, metadata, section_name=""):
|
| 1784 |
+
contract = dict((metadata or {}).get("study_design_contract") or {})
|
| 1785 |
+
if not contract:
|
| 1786 |
+
return []
|
| 1787 |
+
return inspect_study_design_scope(text, contract, section_name=section_name)
|
| 1788 |
+
|
| 1789 |
@staticmethod
|
| 1790 |
def _quantitative_front_matter_fallback(contract):
|
| 1791 |
"""Last-resort degraded front matter derived only from frozen authority.
|
|
|
|
| 1794 |
semantic reconciliation cannot produce a validated result; it never
|
| 1795 |
replaces the normal LLM path.
|
| 1796 |
"""
|
| 1797 |
+
items = SSciPipelineAgent._quantitative_front_matter_items(contract)
|
| 1798 |
+
values = [row.get("name") for row in items if row.get("name")]
|
|
|
|
|
|
|
| 1799 |
if not values:
|
| 1800 |
return {"title": "Quantitative Management Study", "keywords": ["quantitative research", "management research", "empirical study", "evidence"]}
|
| 1801 |
title = ", ".join(values[:-1]) + ((", and " if len(values) > 2 else " and ") + values[-1] if len(values) > 1 else "")
|
|
|
|
| 1825 |
issues.append("keywords_count_must_be_4_to_6")
|
| 1826 |
if len({item.casefold() for item in keywords}) != len(keywords):
|
| 1827 |
issues.append("keywords_must_be_distinct")
|
| 1828 |
+
frozen_items = SSciPipelineAgent._quantitative_front_matter_items(contract)
|
|
|
|
| 1829 |
combined = (title + " ; " + " ; ".join(keywords)).casefold()
|
| 1830 |
missing = [
|
| 1831 |
+
str(row.get("name") or "").strip()
|
| 1832 |
+
for row in frozen_items
|
| 1833 |
+
if str(row.get("name") or "").strip()
|
| 1834 |
+
and str(row.get("name") or "").strip().casefold() not in combined
|
| 1835 |
]
|
| 1836 |
if missing:
|
| 1837 |
issues.append("missing_frozen_constructs:" + " | ".join(missing))
|
|
|
|
| 1847 |
degraded-mode fallback keeps packaging recoverable.
|
| 1848 |
"""
|
| 1849 |
contract = dict(contract or {})
|
| 1850 |
+
frozen = self._quantitative_front_matter_items(contract)
|
|
|
|
|
|
|
| 1851 |
if not frozen:
|
| 1852 |
logging.warning("Front-matter semantic contract missing frozen constructs; using degraded fallback.")
|
| 1853 |
return self._quantitative_front_matter_fallback(contract)
|
core/qualitative_engine.py
CHANGED
|
@@ -9,12 +9,14 @@ import logging
|
|
| 9 |
import re
|
| 10 |
|
| 11 |
from config import APP_CONFIG
|
|
|
|
| 12 |
|
| 13 |
|
| 14 |
class QualitativeEngine:
|
| 15 |
QUALITATIVE_APPENDIX_MANIFEST_VERSION = "qualitative-appendix-manifest-v1"
|
| 16 |
TARGET_APPENDIX_BINDING_VERSION = "target-qualitative-appendix-binding-v2"
|
| 17 |
SEMANTIC_CLAIM_FRAME_VERSION = "smartpaper-core-semantic-claim-frame-v1"
|
|
|
|
| 18 |
APPENDIX_FIELDS = ("theme", "concept", "stage", "case_label", "evidence_role")
|
| 19 |
APPENDIX_CANONICAL_LABEL_FIELDS = ("theme", "concept")
|
| 20 |
APPENDIX_HEADERS = (
|
|
@@ -982,6 +984,7 @@ Rules:
|
|
| 982 |
"evidence": clean_evidence,
|
| 983 |
"themes": themes,
|
| 984 |
}
|
|
|
|
| 985 |
metadata["semantic_claim_frame"] = self.build_qualitative_semantic_claim_frame(metadata)
|
| 986 |
status_message = "✅ 定性研究事实、分析设计与证据结构已冻结。"
|
| 987 |
return md, status_message, metadata
|
|
|
|
| 9 |
import re
|
| 10 |
|
| 11 |
from config import APP_CONFIG
|
| 12 |
+
from core.study_design_contract import STUDY_DESIGN_CONTRACT_VERSION, build_qualitative_contract
|
| 13 |
|
| 14 |
|
| 15 |
class QualitativeEngine:
|
| 16 |
QUALITATIVE_APPENDIX_MANIFEST_VERSION = "qualitative-appendix-manifest-v1"
|
| 17 |
TARGET_APPENDIX_BINDING_VERSION = "target-qualitative-appendix-binding-v2"
|
| 18 |
SEMANTIC_CLAIM_FRAME_VERSION = "smartpaper-core-semantic-claim-frame-v1"
|
| 19 |
+
STUDY_DESIGN_CONTRACT_VERSION = STUDY_DESIGN_CONTRACT_VERSION
|
| 20 |
APPENDIX_FIELDS = ("theme", "concept", "stage", "case_label", "evidence_role")
|
| 21 |
APPENDIX_CANONICAL_LABEL_FIELDS = ("theme", "concept")
|
| 22 |
APPENDIX_HEADERS = (
|
|
|
|
| 984 |
"evidence": clean_evidence,
|
| 985 |
"themes": themes,
|
| 986 |
}
|
| 987 |
+
metadata["study_design_contract"] = build_qualitative_contract(topic, keywords, metadata)
|
| 988 |
metadata["semantic_claim_frame"] = self.build_qualitative_semantic_claim_frame(metadata)
|
| 989 |
status_message = "✅ 定性研究事实、分析设计与证据结构已冻结。"
|
| 990 |
return md, status_message, metadata
|
core/quantitative_engine.py
CHANGED
|
@@ -13,6 +13,13 @@ import pandas as pd
|
|
| 13 |
|
| 14 |
from i18n import tr
|
| 15 |
from utils.file_parser import extract_data_from_files
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 16 |
|
| 17 |
|
| 18 |
class QuantitativeEngine:
|
|
@@ -24,6 +31,7 @@ class QuantitativeEngine:
|
|
| 24 |
FRONT_MATTER_CONTRACT_VERSION = "quantitative-front-matter-contract-v2"
|
| 25 |
TARGET_TABLE_BINDING_VERSION = "target-quantitative-table-binding-v1"
|
| 26 |
SEMANTIC_CLAIM_FRAME_VERSION = "smartpaper-core-semantic-claim-frame-v1"
|
|
|
|
| 27 |
|
| 28 |
_TARGET_TABLE_LOCALIZATION = {
|
| 29 |
"zh": {
|
|
@@ -111,70 +119,34 @@ class QuantitativeEngine:
|
|
| 111 |
|
| 112 |
@classmethod
|
| 113 |
def build_front_matter_contract(cls, topic, keywords, constructs):
|
| 114 |
-
"""
|
| 115 |
|
| 116 |
-
|
| 117 |
-
|
| 118 |
-
and domain reasoning. Reader-facing title/keywords are reconciled later
|
| 119 |
-
by the model against this frozen contract and then deterministically
|
| 120 |
-
validated.
|
| 121 |
"""
|
| 122 |
-
|
|
|
|
|
|
|
|
|
|
| 123 |
if isinstance(constructs, dict):
|
| 124 |
-
|
| 125 |
-
role: re.sub(r"\s+", " ", str(constructs.get(role) or "")).strip()
|
| 126 |
-
for role in role_names
|
| 127 |
-
}
|
| 128 |
else:
|
| 129 |
-
values =
|
| 130 |
-
|
| 131 |
-
|
| 132 |
-
|
| 133 |
-
if any(not role_map.get(role) for role in role_names):
|
| 134 |
-
return {}
|
| 135 |
-
source_keywords = [
|
| 136 |
-
re.sub(r"\s+", " ", item).strip()
|
| 137 |
-
for item in re.split(r"[,;\n|]+", str(keywords or ""))
|
| 138 |
-
if re.sub(r"\s+", " ", item).strip()
|
| 139 |
-
]
|
| 140 |
-
return {
|
| 141 |
-
"version": cls.FRONT_MATTER_CONTRACT_VERSION,
|
| 142 |
-
"policy": "system_generated_frozen_construct_semantic_authority",
|
| 143 |
-
"source_topic": re.sub(r"\s+", " ", str(topic or "")).strip(),
|
| 144 |
-
"source_keywords": source_keywords,
|
| 145 |
-
"construct_roles": list(role_names),
|
| 146 |
-
"constructs": role_map,
|
| 147 |
-
}
|
| 148 |
|
| 149 |
@classmethod
|
| 150 |
def build_hypothesis_ledger(cls, constructs):
|
| 151 |
-
"""
|
| 152 |
-
|
| 153 |
-
|
| 154 |
-
|
| 155 |
-
|
| 156 |
-
|
| 157 |
-
|
| 158 |
-
|
| 159 |
-
|
| 160 |
-
return {}
|
| 161 |
-
predictor, mediator, outcome = values
|
| 162 |
-
items = [
|
| 163 |
-
{"hypothesis_id": "H1", "predictor": predictor, "outcome": outcome, "relation": "association"},
|
| 164 |
-
{"hypothesis_id": "H2", "predictor": predictor, "outcome": mediator, "relation": "association"},
|
| 165 |
-
{"hypothesis_id": "H3", "predictor": mediator, "outcome": outcome, "relation": "association"},
|
| 166 |
-
]
|
| 167 |
-
return {
|
| 168 |
-
"version": cls.HYPOTHESIS_LEDGER_VERSION,
|
| 169 |
-
"items": items,
|
| 170 |
-
"indirect_analysis": {
|
| 171 |
-
"predictor": predictor,
|
| 172 |
-
"mediator": mediator,
|
| 173 |
-
"outcome": outcome,
|
| 174 |
-
"numbered_hypothesis": False,
|
| 175 |
-
"relation": "estimated_indirect_association",
|
| 176 |
-
},
|
| 177 |
-
}
|
| 178 |
|
| 179 |
@classmethod
|
| 180 |
def build_table_manifest_from_evidence_markdown(cls, evidence_markdown):
|
|
@@ -478,42 +450,72 @@ class QuantitativeEngine:
|
|
| 478 |
|
| 479 |
@staticmethod
|
| 480 |
def _safe_constructs(values):
|
|
|
|
| 481 |
cleaned = []
|
| 482 |
for value in values or []:
|
| 483 |
name = re.sub(r"\s+", " ", str(value or "")).strip(" .,:;-_\n\t")
|
| 484 |
if not name or len(name) > 80 or name.lower() in {item.lower() for item in cleaned}:
|
| 485 |
continue
|
| 486 |
cleaned.append(name)
|
| 487 |
-
return cleaned[:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 488 |
|
| 489 |
def _derive_system_design(self, agent, topic="", keywords=""):
|
| 490 |
-
"""
|
| 491 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
| 492 |
"constructs": [
|
| 493 |
-
"Focal Predictor",
|
| 494 |
-
"Focal Mediator",
|
| 495 |
-
"Focal Outcome",
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 496 |
],
|
| 497 |
-
"
|
|
|
|
|
|
|
| 498 |
}
|
| 499 |
if agent is None:
|
| 500 |
-
return
|
| 501 |
-
prompt = f"""Design the minimum coherent quantitative management-study
|
| 502 |
-
Return ONLY valid JSON:
|
| 503 |
-
{{
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 504 |
Rules:
|
| 505 |
-
1.
|
| 506 |
-
2.
|
| 507 |
-
3.
|
| 508 |
-
4.
|
| 509 |
-
5.
|
|
|
|
|
|
|
|
|
|
|
|
|
| 510 |
Topic: {topic}
|
| 511 |
Keywords: {keywords}"""
|
| 512 |
try:
|
| 513 |
raw = agent.call_deepseek(
|
| 514 |
"You are a rigorous management research-design editor.",
|
| 515 |
prompt,
|
| 516 |
-
max_tokens=
|
| 517 |
temp=0.0,
|
| 518 |
model_role="fast",
|
| 519 |
thinking=False,
|
|
@@ -521,23 +523,25 @@ Keywords: {keywords}"""
|
|
| 521 |
logical_node='structured_json',
|
| 522 |
)
|
| 523 |
parsed = agent._extract_json_from_text(raw)
|
| 524 |
-
|
| 525 |
-
|
| 526 |
-
|
| 527 |
-
|
| 528 |
-
|
| 529 |
-
|
| 530 |
-
if not context or len(context) > 240:
|
| 531 |
-
context = fallback["research_context"]
|
| 532 |
-
# Named-location/site details are deliberately not accepted from this
|
| 533 |
-
# design step. The manuscript may remain generic when no user evidence
|
| 534 |
-
# supplies a real setting.
|
| 535 |
if re.search(r"\b(university|company|corporation|inc\.?|ltd\.?|country|china|usa|united states|europe|asia)\b", context, re.I):
|
| 536 |
-
|
| 537 |
-
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 538 |
except Exception as exc:
|
| 539 |
-
logging.warning("Quantitative study-design freeze fell back safely: %s", exc)
|
| 540 |
-
return
|
| 541 |
|
| 542 |
def generate_empirical_data_robust(
|
| 543 |
self,
|
|
@@ -712,6 +716,220 @@ Keywords: {keywords}"""
|
|
| 712 |
return summary, path_table, spearman
|
| 713 |
|
| 714 |
|
|
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|
| 715 |
@staticmethod
|
| 716 |
def _sentence_spans(text):
|
| 717 |
"""Return sentence spans without splitting decimal statistics or citations."""
|
|
@@ -875,7 +1093,17 @@ Keywords: {keywords}"""
|
|
| 875 |
}
|
| 876 |
|
| 877 |
constructs = dict(meta.get("constructs") or {}) if isinstance(meta.get("constructs"), dict) else {}
|
|
|
|
| 878 |
results = dict(meta.get("association_results") or {}) if isinstance(meta.get("association_results"), dict) else {}
|
|
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|
|
|
|
|
|
|
|
|
|
|
| 879 |
return {
|
| 880 |
"version": cls.QUANTITATIVE_EVIDENCE_LEDGER_VERSION,
|
| 881 |
"source_type": source_type,
|
|
@@ -883,15 +1111,13 @@ Keywords: {keywords}"""
|
|
| 883 |
"sample_size": int(sample_size) if isinstance(sample_size, (int, np.integer)) or str(sample_size or "").isdigit() else None,
|
| 884 |
"scale_points": int(scale_points) if isinstance(scale_points, (int, np.integer)) or str(scale_points or "").isdigit() else None,
|
| 885 |
"study_design": str(meta.get("study_design") or "").strip(),
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| 886 |
"constructs": {k: str(v or "").strip() for k, v in constructs.items() if str(v or "").strip()},
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| 887 |
"association_results": results,
|
| 888 |
"uploaded_metric_anchors": uploaded_metric_anchors,
|
| 889 |
"causal_identification": "none" if strict else "evidence_owned",
|
| 890 |
-
"allowed_methods": [
|
| 891 |
-
"reliability", "composite reliability", "average variance extracted",
|
| 892 |
-
"Fornell-Larcker", "standardized association", "bootstrap",
|
| 893 |
-
"Spearman", "VIF", "descriptive statistics",
|
| 894 |
-
] if strict else [],
|
| 895 |
"forbidden_unowned_methods": [
|
| 896 |
"confirmatory factor analysis", "CFA", "structural equation modeling", "SEM",
|
| 897 |
"PLS-SEM", "RMSEA", "CFI", "TLI", "SRMR", "Harman",
|
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@@ -1601,12 +1827,44 @@ Keywords: {keywords}"""
|
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| 1601 |
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| 1602 |
@classmethod
|
| 1603 |
def _strict_standardized_metric_occurrences(cls, sentence, constructs, results):
|
| 1604 |
-
"""Yield clause-bound owners for
|
| 1605 |
regex = re.compile(r"(?i)((?:β|standardized\s+estimate)\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)")
|
| 1606 |
-
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| 1607 |
for match in regex.finditer(str(sentence or "")):
|
| 1608 |
owner, clause = cls._quantitative_metric_owner_for_occurrence(sentence, match, constructs)
|
| 1609 |
-
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| 1610 |
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| 1611 |
@classmethod
|
| 1612 |
def inspect_quantitative_study_fact_contract(cls, text, metadata, section_name=""):
|
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@@ -1715,7 +1973,7 @@ Keywords: {keywords}"""
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| 1715 |
"preview":sentence.strip()[:180],
|
| 1716 |
})
|
| 1717 |
|
| 1718 |
-
vif_expected = results.get("predictor_mediator_vif") if strict else uploaded.get("VIF")
|
| 1719 |
boot_expected = results.get("bootstrap_iterations") if strict else uploaded.get("bootstrap_iterations")
|
| 1720 |
add_metric_violations(sentence, r"(\bVIF\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", vif_expected, label="VIF")
|
| 1721 |
add_metric_violations(sentence, r"(\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*)(\d{2,6})", boot_expected, dtype="int", label="bootstrap_iterations")
|
|
@@ -1724,6 +1982,9 @@ Keywords: {keywords}"""
|
|
| 1724 |
construct = str(constructs.get(role) or "")
|
| 1725 |
if construct and results.get(key) is not None:
|
| 1726 |
add_metric_violations(sentence, rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(construct)}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", results.get(key), label=key)
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| 1727 |
# R6-R14 clause-bound metric ownership: validate each occurrence
|
| 1728 |
# against its own local construct relation, never one owner per sentence.
|
| 1729 |
for metric_match, metric_owner, metric_expected, metric_clause in cls._strict_standardized_metric_occurrences(
|
|
@@ -1891,7 +2152,7 @@ Keywords: {keywords}"""
|
|
| 1891 |
return match.group(1) + expected_text
|
| 1892 |
revised = regex.sub(repl, revised)
|
| 1893 |
|
| 1894 |
-
vif_expected = results.get("predictor_mediator_vif") if strict else uploaded.get("VIF")
|
| 1895 |
boot_expected = results.get("bootstrap_iterations") if strict else uploaded.get("bootstrap_iterations")
|
| 1896 |
replace_local_metric(r"(\bVIF\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", vif_expected, label="VIF")
|
| 1897 |
replace_local_metric(r"(\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*)(\d{2,6})", boot_expected, dtype="int", label="bootstrap_iterations")
|
|
@@ -1902,6 +2163,10 @@ Keywords: {keywords}"""
|
|
| 1902 |
if construct and results.get(key) is not None:
|
| 1903 |
metric_pattern = rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(construct)}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)"
|
| 1904 |
replace_local_metric(metric_pattern, results.get(key), label=key)
|
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|
| 1905 |
|
| 1906 |
# R6-R14 deterministic repair is also occurrence-local. Never
|
| 1907 |
# rewrite every metric in a sentence to one selected path value.
|
|
@@ -1969,18 +2234,14 @@ Keywords: {keywords}"""
|
|
| 1969 |
if user_md:
|
| 1970 |
evidence_sections = [
|
| 1971 |
heading.strip()
|
| 1972 |
-
for heading in re.findall(
|
| 1973 |
-
r"(?m)^#{1,3}\s+(.+?)\s*$",
|
| 1974 |
-
user_md,
|
| 1975 |
-
)
|
| 1976 |
if heading.strip()
|
| 1977 |
]
|
| 1978 |
metadata = {
|
| 1979 |
"mode": "quantitative",
|
| 1980 |
"source_type": "user_provided",
|
| 1981 |
"disclosure_required": False,
|
| 1982 |
-
"evidence_sections": evidence_sections[:20]
|
| 1983 |
-
or ["User-provided quantitative evidence"],
|
| 1984 |
"evidence_boundary": (
|
| 1985 |
"Only values explicitly present in the uploaded evidence are frozen. "
|
| 1986 |
"Do not infer absent setting, sample, measures, software, or results."
|
|
@@ -1989,13 +2250,58 @@ Keywords: {keywords}"""
|
|
| 1989 |
metadata["quantitative_evidence_ledger"] = self.build_quantitative_evidence_ledger(metadata, user_md)
|
| 1990 |
return None, user_md, tr(language, "actual_stats_parsed"), metadata
|
| 1991 |
|
| 1992 |
-
|
| 1993 |
-
|
| 1994 |
-
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|
| 1995 |
construct_names=construct_names
|
| 1996 |
)
|
| 1997 |
-
path_summary, path_table, spearman = self.
|
| 1998 |
-
context =
|
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|
| 1999 |
generated_prompt = f"""### Frozen Quantitative Study Design
|
| 2000 |
| Field | Frozen value |
|
| 2001 |
| :--- | :--- |
|
|
@@ -2003,10 +2309,18 @@ Keywords: {keywords}"""
|
|
| 2003 |
| Respondent context | {context} |
|
| 2004 |
| Sample size | {len(df)} |
|
| 2005 |
| Response scale | 7-point Likert-type scale |
|
| 2006 |
-
|
|
| 2007 |
-
|
|
| 2008 |
-
|
| 2009 |
-
|
|
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|
|
| 2010 |
|
| 2011 |
### Table 1: Reliability and Convergent Validity
|
| 2012 |
{validity_df.to_markdown(index=False)}
|
|
@@ -2021,20 +2335,25 @@ Keywords: {keywords}"""
|
|
| 2021 |
### Table 4: Rank-Order Robustness Correlations (Spearman)
|
| 2022 |
{spearman.round(3).to_markdown()}
|
| 2023 |
|
| 2024 |
-
### Frozen Bootstrap and Collinearity Checks
|
| 2025 |
-
|
| 2026 |
-
- 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]}].
|
| 2027 |
-
- 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]}].
|
| 2028 |
-
- Predictor/mediator VIF in the outcome model: {path_summary['predictor_mediator_vif']}.
|
| 2029 |
|
| 2030 |
[STRICT EMPIRICAL INSTRUCTION]
|
| 2031 |
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.
|
| 2032 |
-
2. DESIGN DISCIPLINE:
|
| 2033 |
-
3.
|
| 2034 |
-
4.
|
| 2035 |
-
5.
|
| 2036 |
-
6.
|
|
|
|
| 2037 |
"""
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2038 |
metadata = {
|
| 2039 |
"mode": "quantitative",
|
| 2040 |
"source_type": "system_generated",
|
|
@@ -2043,19 +2362,19 @@ Keywords: {keywords}"""
|
|
| 2043 |
"scale_points": 7,
|
| 2044 |
"study_design": "cross-sectional single-wave questionnaire",
|
| 2045 |
"research_context": context,
|
| 2046 |
-
"
|
| 2047 |
-
|
| 2048 |
-
|
| 2049 |
-
"outcome": construct_names[2],
|
| 2050 |
-
},
|
| 2051 |
"association_results": path_summary,
|
| 2052 |
"method": (
|
| 2053 |
-
"Positive-semidefinite latent correlation generation, indicator loadings, "
|
| 2054 |
-
"
|
| 2055 |
-
"
|
| 2056 |
),
|
| 2057 |
"generation_parameters": {
|
| 2058 |
"constructs": construct_names,
|
|
|
|
|
|
|
| 2059 |
"sample_size": int(len(df)),
|
| 2060 |
"likert_scale_points": 7,
|
| 2061 |
"items_per_construct": "random integer from 3 to 5",
|
|
@@ -2063,45 +2382,28 @@ Keywords: {keywords}"""
|
|
| 2063 |
"latent_correlation_control": "positive-semidefinite matrix with maximum target correlation 0.55",
|
| 2064 |
"item_generation": "loading × latent score + normally distributed measurement error",
|
| 2065 |
"discretization": "round to nearest integer and clamp to 1–7",
|
| 2066 |
-
"bootstrap_iterations": path_summary
|
| 2067 |
"bootstrap_seed": 20260809,
|
| 2068 |
"reported_summaries": [
|
| 2069 |
-
"Cronbach alpha",
|
| 2070 |
-
"
|
| 2071 |
-
"
|
| 2072 |
-
"
|
| 2073 |
-
"Fornell-Larcker matrix",
|
| 2074 |
-
"standardized association estimates",
|
| 2075 |
-
"R-squared",
|
| 2076 |
-
"bootstrap confidence intervals",
|
| 2077 |
-
"Spearman correlations",
|
| 2078 |
-
"VIF",
|
| 2079 |
],
|
| 2080 |
},
|
| 2081 |
"evidence_sections": [
|
| 2082 |
-
"Frozen quantitative study design",
|
| 2083 |
-
"Reliability and convergent validity",
|
| 2084 |
-
"
|
| 2085 |
-
"Frozen
|
| 2086 |
-
"Rank-order robustness correlations",
|
| 2087 |
-
"Frozen bootstrap and collinearity checks",
|
| 2088 |
],
|
| 2089 |
}
|
| 2090 |
metadata["semantic_claim_frame_version"] = self.SEMANTIC_CLAIM_FRAME_VERSION
|
| 2091 |
-
metadata["front_matter_contract"] = self.build_front_matter_contract(
|
| 2092 |
-
|
| 2093 |
-
)
|
| 2094 |
-
metadata["hypothesis_ledger"] = self.build_hypothesis_ledger(construct_names)
|
| 2095 |
-
metadata["quantitative_table_manifest"] = self.build_table_manifest(
|
| 2096 |
-
validity_df, fl_matrix_df, path_table, spearman
|
| 2097 |
-
)
|
| 2098 |
metadata["quantitative_evidence_ledger"] = self.build_quantitative_evidence_ledger(metadata, generated_prompt)
|
| 2099 |
-
return (
|
| 2100 |
-
df,
|
| 2101 |
-
generated_prompt,
|
| 2102 |
-
tr(language, "synthetic_stats_generated"),
|
| 2103 |
-
metadata,
|
| 2104 |
-
)
|
| 2105 |
|
| 2106 |
|
| 2107 |
def get_quantitative_engine():
|
|
|
|
| 13 |
|
| 14 |
from i18n import tr
|
| 15 |
from utils.file_parser import extract_data_from_files
|
| 16 |
+
from core.study_design_contract import (
|
| 17 |
+
STUDY_DESIGN_CONTRACT_VERSION,
|
| 18 |
+
build_quantitative_contract,
|
| 19 |
+
validate_quantitative_contract,
|
| 20 |
+
compile_quantitative_hypothesis_ledger,
|
| 21 |
+
build_quantitative_front_matter_contract,
|
| 22 |
+
)
|
| 23 |
|
| 24 |
|
| 25 |
class QuantitativeEngine:
|
|
|
|
| 31 |
FRONT_MATTER_CONTRACT_VERSION = "quantitative-front-matter-contract-v2"
|
| 32 |
TARGET_TABLE_BINDING_VERSION = "target-quantitative-table-binding-v1"
|
| 33 |
SEMANTIC_CLAIM_FRAME_VERSION = "smartpaper-core-semantic-claim-frame-v1"
|
| 34 |
+
STUDY_DESIGN_CONTRACT_VERSION = STUDY_DESIGN_CONTRACT_VERSION
|
| 35 |
|
| 36 |
_TARGET_TABLE_LOCALIZATION = {
|
| 37 |
"zh": {
|
|
|
|
| 119 |
|
| 120 |
@classmethod
|
| 121 |
def build_front_matter_contract(cls, topic, keywords, constructs):
|
| 122 |
+
"""Build a reader-front-matter semantic contract from adaptive design authority.
|
| 123 |
|
| 124 |
+
``constructs`` accepts either the new Study Design Contract or the legacy
|
| 125 |
+
three-construct list/dict so old checkpoints remain readable.
|
|
|
|
|
|
|
|
|
|
| 126 |
"""
|
| 127 |
+
if isinstance(constructs, dict) and constructs.get("version") == cls.STUDY_DESIGN_CONTRACT_VERSION:
|
| 128 |
+
return build_quantitative_front_matter_contract(constructs, version=cls.FRONT_MATTER_CONTRACT_VERSION)
|
| 129 |
+
if isinstance(constructs, dict) and "quantitative" in constructs:
|
| 130 |
+
return build_quantitative_front_matter_contract(constructs, version=cls.FRONT_MATTER_CONTRACT_VERSION)
|
| 131 |
if isinstance(constructs, dict):
|
| 132 |
+
values = [constructs.get(role) for role in ("predictor", "mediator", "outcome")]
|
|
|
|
|
|
|
|
|
|
| 133 |
else:
|
| 134 |
+
values = list(constructs or [])
|
| 135 |
+
candidate = {"constructs": values, "research_context": "respondents with experience relevant to the focal management phenomenon"}
|
| 136 |
+
contract = build_quantitative_contract(topic, keywords, candidate, source_type="system_generated")
|
| 137 |
+
return build_quantitative_front_matter_contract(contract, version=cls.FRONT_MATTER_CONTRACT_VERSION)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 138 |
|
| 139 |
@classmethod
|
| 140 |
def build_hypothesis_ledger(cls, constructs):
|
| 141 |
+
"""Compile H1-Hn from a frozen adaptive graph; preserve legacy H1-H3 order."""
|
| 142 |
+
if isinstance(constructs, dict) and constructs.get("version") == cls.STUDY_DESIGN_CONTRACT_VERSION:
|
| 143 |
+
contract = constructs
|
| 144 |
+
elif isinstance(constructs, dict) and "quantitative" in constructs:
|
| 145 |
+
contract = constructs
|
| 146 |
+
else:
|
| 147 |
+
values = list(constructs.values()) if isinstance(constructs, dict) else list(constructs or [])
|
| 148 |
+
contract = build_quantitative_contract("", "", {"constructs": values}, source_type="system_generated")
|
| 149 |
+
return compile_quantitative_hypothesis_ledger(contract, version=cls.HYPOTHESIS_LEDGER_VERSION)
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 150 |
|
| 151 |
@classmethod
|
| 152 |
def build_table_manifest_from_evidence_markdown(cls, evidence_markdown):
|
|
|
|
| 450 |
|
| 451 |
@staticmethod
|
| 452 |
def _safe_constructs(values):
|
| 453 |
+
"""Legacy helper retained for tests/checkpoints; no longer defines model topology."""
|
| 454 |
cleaned = []
|
| 455 |
for value in values or []:
|
| 456 |
name = re.sub(r"\s+", " ", str(value or "")).strip(" .,:;-_\n\t")
|
| 457 |
if not name or len(name) > 80 or name.lower() in {item.lower() for item in cleaned}:
|
| 458 |
continue
|
| 459 |
cleaned.append(name)
|
| 460 |
+
return cleaned[:8]
|
| 461 |
+
|
| 462 |
+
@staticmethod
|
| 463 |
+
def _contract_construct_labels(contract):
|
| 464 |
+
return [
|
| 465 |
+
str(item.get("label") or "").strip()
|
| 466 |
+
for item in dict(contract or {}).get("quantitative", {}).get("constructs", [])
|
| 467 |
+
if isinstance(item, dict) and str(item.get("label") or "").strip()
|
| 468 |
+
]
|
| 469 |
|
| 470 |
def _derive_system_design(self, agent, topic="", keywords=""):
|
| 471 |
+
"""Interpret a parsimonious topic-aligned quantitative graph adaptively.
|
| 472 |
+
|
| 473 |
+
The existing ``structured_json`` logical node is intentionally reused so
|
| 474 |
+
Standard/Flash and Flagship/Pro ModelPolicy routing remains unchanged.
|
| 475 |
+
"""
|
| 476 |
+
fallback_candidate = {
|
| 477 |
"constructs": [
|
| 478 |
+
{"label":"Focal Predictor","roles":["predictor"]},
|
| 479 |
+
{"label":"Focal Mediator","roles":["mediator"]},
|
| 480 |
+
{"label":"Focal Outcome","roles":["outcome"]},
|
| 481 |
+
],
|
| 482 |
+
"relations": [
|
| 483 |
+
{"type":"direct_association","source":"Focal Predictor","target":"Focal Outcome","hypothesis_order":1},
|
| 484 |
+
{"type":"direct_association","source":"Focal Predictor","target":"Focal Mediator","hypothesis_order":2},
|
| 485 |
+
{"type":"direct_association","source":"Focal Mediator","target":"Focal Outcome","hypothesis_order":3},
|
| 486 |
],
|
| 487 |
+
"indirect_effects":[{"path":["Focal Predictor","Focal Mediator","Focal Outcome"],"kind":"simple"}],
|
| 488 |
+
"research_context":"respondents with experience relevant to the focal management phenomenon",
|
| 489 |
+
"background_concepts":[],
|
| 490 |
}
|
| 491 |
if agent is None:
|
| 492 |
+
return build_quantitative_contract(topic, keywords, fallback_candidate)
|
| 493 |
+
prompt = f"""Design the minimum coherent quantitative management-study graph for the topic below.
|
| 494 |
+
Return ONLY valid JSON with this schema:
|
| 495 |
+
{{
|
| 496 |
+
"constructs":[{{"label":"construct","roles":["predictor|mediator|moderator|outcome|control|covariate"]}}],
|
| 497 |
+
"relations":[{{"type":"direct_association|moderation|control_effect","source":"construct label","target":"construct label","moderator":"construct label or null","hypothesis_order":1}}],
|
| 498 |
+
"indirect_effects":[{{"path":["construct A","construct B","construct C"],"kind":"simple|serial|parallel"}}],
|
| 499 |
+
"research_context":"one generic respondent context",
|
| 500 |
+
"background_concepts":["topic concept that is contextual rather than measured/modelled"]
|
| 501 |
+
}}
|
| 502 |
Rules:
|
| 503 |
+
1. Use 2-8 distinct constructs only when the topic actually requires them; do NOT force a mediator or moderator.
|
| 504 |
+
2. Preserve explicit mediation, moderation, serial/parallel mediation, multiple antecedents/outcomes, and controls when the topic clearly requests them.
|
| 505 |
+
3. A moderation relation means source × moderator is associated with target.
|
| 506 |
+
4. Keep the graph parsimonious and acyclic for ordinary cross-sectional regression interpretation.
|
| 507 |
+
5. Use concise construct labels suitable for a journal article.
|
| 508 |
+
6. Put contextual topic terms that are not measured/modelled in background_concepts instead of pretending they are focal variables.
|
| 509 |
+
7. The respondent context must be generic and directly relevant. Do NOT invent a country, university, firm, named industry sample frame, software package, date, or institution.
|
| 510 |
+
8. This is a cross-sectional observational survey; do not imply causal identification.
|
| 511 |
+
9. Do not create any number; sample size and scale are frozen elsewhere.
|
| 512 |
Topic: {topic}
|
| 513 |
Keywords: {keywords}"""
|
| 514 |
try:
|
| 515 |
raw = agent.call_deepseek(
|
| 516 |
"You are a rigorous management research-design editor.",
|
| 517 |
prompt,
|
| 518 |
+
max_tokens=1200,
|
| 519 |
temp=0.0,
|
| 520 |
model_role="fast",
|
| 521 |
thinking=False,
|
|
|
|
| 523 |
logical_node='structured_json',
|
| 524 |
)
|
| 525 |
parsed = agent._extract_json_from_text(raw)
|
| 526 |
+
contract = build_quantitative_contract(topic, keywords, parsed if isinstance(parsed, dict) else fallback_candidate)
|
| 527 |
+
issues = validate_quantitative_contract(contract)
|
| 528 |
+
if issues:
|
| 529 |
+
logging.warning("Adaptive quantitative design validation fell back safely: %s", issues[:3])
|
| 530 |
+
return build_quantitative_contract(topic, keywords, fallback_candidate)
|
| 531 |
+
context = str(dict(contract.get("context") or {}).get("research_context") or "")
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 532 |
if re.search(r"\b(university|company|corporation|inc\.?|ltd\.?|country|china|usa|united states|europe|asia)\b", context, re.I):
|
| 533 |
+
fallback_context = "respondents with experience relevant to the focal management phenomenon"
|
| 534 |
+
contract = dict(contract)
|
| 535 |
+
contract["context"] = {"research_context": fallback_context}
|
| 536 |
+
# Rebuild through deterministic normalizer so the hash stays authoritative.
|
| 537 |
+
candidate = parsed if isinstance(parsed, dict) else fallback_candidate
|
| 538 |
+
candidate = dict(candidate)
|
| 539 |
+
candidate["research_context"] = fallback_context
|
| 540 |
+
contract = build_quantitative_contract(topic, keywords, candidate)
|
| 541 |
+
return contract
|
| 542 |
except Exception as exc:
|
| 543 |
+
logging.warning("Quantitative adaptive study-design freeze fell back safely: %s", exc)
|
| 544 |
+
return build_quantitative_contract(topic, keywords, fallback_candidate)
|
| 545 |
|
| 546 |
def generate_empirical_data_robust(
|
| 547 |
self,
|
|
|
|
| 716 |
return summary, path_table, spearman
|
| 717 |
|
| 718 |
|
| 719 |
+
def _compile_graph_evidence(self, mean_scores, contract, bootstrap_iterations=1500):
|
| 720 |
+
"""Compile graph-owned associations/indirect effects/moderation deterministically."""
|
| 721 |
+
quant = dict((contract or {}).get("quantitative") or {})
|
| 722 |
+
constructs = {
|
| 723 |
+
str(item.get("construct_id") or ""): str(item.get("label") or "").strip()
|
| 724 |
+
for item in (quant.get("constructs") or []) if isinstance(item, dict)
|
| 725 |
+
}
|
| 726 |
+
relations = [dict(item) for item in (quant.get("relations") or []) if isinstance(item, dict)]
|
| 727 |
+
if not constructs or not relations:
|
| 728 |
+
return {}, pd.DataFrame(), mean_scores.corr(method="spearman")
|
| 729 |
+
|
| 730 |
+
# Build one standardized OLS per target so multiple antecedents/controls are estimated together.
|
| 731 |
+
direct_like = [r for r in relations if r.get("type") in {"direct_association", "control_effect"}]
|
| 732 |
+
moderation = [r for r in relations if r.get("type") == "moderation"]
|
| 733 |
+
relation_results = {}
|
| 734 |
+
r2_by_construct = {}
|
| 735 |
+
model_specs = {}
|
| 736 |
+
for target in sorted({r.get("target") for r in relations if r.get("target")}):
|
| 737 |
+
predictors = []
|
| 738 |
+
predictor_meta = []
|
| 739 |
+
for r in direct_like:
|
| 740 |
+
if r.get("target") == target and r.get("source") in constructs:
|
| 741 |
+
predictors.append(mean_scores[constructs[r["source"]]].to_numpy(dtype=float))
|
| 742 |
+
predictor_meta.append(("relation", r))
|
| 743 |
+
for r in moderation:
|
| 744 |
+
if r.get("target") != target:
|
| 745 |
+
continue
|
| 746 |
+
sid, mid = r.get("source"), r.get("moderator")
|
| 747 |
+
if sid not in constructs or mid not in constructs:
|
| 748 |
+
continue
|
| 749 |
+
x = mean_scores[constructs[sid]].to_numpy(dtype=float)
|
| 750 |
+
m = mean_scores[constructs[mid]].to_numpy(dtype=float)
|
| 751 |
+
# Main effects are included when not already present in the target model.
|
| 752 |
+
existing_sources = {meta[1].get("source") for meta in predictor_meta if meta[0] == "relation"}
|
| 753 |
+
if sid not in existing_sources:
|
| 754 |
+
predictors.append(x); predictor_meta.append(("main", {"source": sid, "target": target, "label": constructs[sid]}))
|
| 755 |
+
existing_sources.add(sid)
|
| 756 |
+
if mid not in existing_sources:
|
| 757 |
+
predictors.append(m); predictor_meta.append(("main", {"source": mid, "target": target, "label": constructs[mid]}))
|
| 758 |
+
existing_sources.add(mid)
|
| 759 |
+
xz = (x - x.mean()) / (x.std(ddof=0) or 1.0)
|
| 760 |
+
mz = (m - m.mean()) / (m.std(ddof=0) or 1.0)
|
| 761 |
+
predictors.append(xz * mz)
|
| 762 |
+
predictor_meta.append(("interaction", r))
|
| 763 |
+
if not predictors or target not in constructs:
|
| 764 |
+
continue
|
| 765 |
+
y = mean_scores[constructs[target]].to_numpy(dtype=float)
|
| 766 |
+
coef, r2 = self._standardized_ols(y, predictors)
|
| 767 |
+
r2_by_construct[target] = round(float(r2), 3)
|
| 768 |
+
model_specs[target] = (y, predictors, predictor_meta, coef)
|
| 769 |
+
for index, (kind, meta) in enumerate(predictor_meta):
|
| 770 |
+
estimate = round(float(coef[index]), 3)
|
| 771 |
+
if kind == "relation":
|
| 772 |
+
rid = str(meta.get("relation_id") or "")
|
| 773 |
+
relation_results[rid] = {
|
| 774 |
+
"relation_id": rid, "type": meta.get("type"),
|
| 775 |
+
"source": constructs.get(meta.get("source"), ""),
|
| 776 |
+
"target": constructs.get(meta.get("target"), ""),
|
| 777 |
+
"estimate": estimate, "r2_target": round(float(r2), 3),
|
| 778 |
+
}
|
| 779 |
+
elif kind == "interaction":
|
| 780 |
+
rid = str(meta.get("relation_id") or "")
|
| 781 |
+
relation_results[rid] = {
|
| 782 |
+
"relation_id": rid, "type": "moderation",
|
| 783 |
+
"source": constructs.get(meta.get("source"), ""),
|
| 784 |
+
"moderator": constructs.get(meta.get("moderator"), ""),
|
| 785 |
+
"target": constructs.get(meta.get("target"), ""),
|
| 786 |
+
"estimate": estimate, "r2_target": round(float(r2), 3),
|
| 787 |
+
"simple_slope_low": None, "simple_slope_high": None,
|
| 788 |
+
}
|
| 789 |
+
|
| 790 |
+
# Bootstrap relation and indirect-effect CIs from the same compiled model topology.
|
| 791 |
+
rng = np.random.default_rng(20260809)
|
| 792 |
+
relation_boot = {rid: [] for rid in relation_results}
|
| 793 |
+
indirect_boot = {str(e.get("effect_id") or ""): [] for e in (quant.get("indirect_effects") or []) if isinstance(e, dict)}
|
| 794 |
+
n = len(mean_scores)
|
| 795 |
+
for _ in range(int(bootstrap_iterations)):
|
| 796 |
+
idx = rng.integers(0, n, n)
|
| 797 |
+
boot_estimates = {}
|
| 798 |
+
try:
|
| 799 |
+
for target, (y, predictors, predictor_meta, _coef) in model_specs.items():
|
| 800 |
+
yb = y[idx]
|
| 801 |
+
xb = [arr[idx] for arr in predictors]
|
| 802 |
+
coef_b, _ = self._standardized_ols(yb, xb)
|
| 803 |
+
for j, (kind, meta) in enumerate(predictor_meta):
|
| 804 |
+
if kind in {"relation", "interaction"}:
|
| 805 |
+
rid = str(meta.get("relation_id") or "")
|
| 806 |
+
boot_estimates[rid] = float(coef_b[j])
|
| 807 |
+
if rid in relation_boot:
|
| 808 |
+
relation_boot[rid].append(float(coef_b[j]))
|
| 809 |
+
for effect in quant.get("indirect_effects") or []:
|
| 810 |
+
if not isinstance(effect, dict):
|
| 811 |
+
continue
|
| 812 |
+
eid = str(effect.get("effect_id") or "")
|
| 813 |
+
path = list(effect.get("path") or [])
|
| 814 |
+
product = 1.0
|
| 815 |
+
valid = True
|
| 816 |
+
for a, b in zip(path, path[1:]):
|
| 817 |
+
rid = next((str(r.get("relation_id") or "") for r in direct_like if r.get("source") == a and r.get("target") == b), "")
|
| 818 |
+
if not rid or rid not in boot_estimates:
|
| 819 |
+
valid = False; break
|
| 820 |
+
product *= boot_estimates[rid]
|
| 821 |
+
if valid and eid in indirect_boot:
|
| 822 |
+
indirect_boot[eid].append(float(product))
|
| 823 |
+
except Exception:
|
| 824 |
+
continue
|
| 825 |
+
|
| 826 |
+
for rid, values in relation_boot.items():
|
| 827 |
+
if len(values) >= 100:
|
| 828 |
+
lo, hi = np.percentile(values, [2.5, 97.5])
|
| 829 |
+
relation_results[rid]["ci"] = [round(float(lo), 3), round(float(hi), 3)]
|
| 830 |
+
|
| 831 |
+
# Recover simple slopes for moderation from standardized main + interaction terms.
|
| 832 |
+
for r in moderation:
|
| 833 |
+
rid = str(r.get("relation_id") or "")
|
| 834 |
+
result = relation_results.get(rid)
|
| 835 |
+
if not result:
|
| 836 |
+
continue
|
| 837 |
+
target = r.get("target")
|
| 838 |
+
_y, _preds, meta_rows, coef = model_specs.get(target, (None, None, [], []))
|
| 839 |
+
main_beta = None
|
| 840 |
+
for j, (kind, meta) in enumerate(meta_rows):
|
| 841 |
+
if kind in {"relation", "main"} and meta.get("source") == r.get("source"):
|
| 842 |
+
main_beta = float(coef[j]); break
|
| 843 |
+
if main_beta is not None:
|
| 844 |
+
interaction_beta = float(result["estimate"])
|
| 845 |
+
result["simple_slope_low"] = round(main_beta - interaction_beta, 3)
|
| 846 |
+
result["simple_slope_high"] = round(main_beta + interaction_beta, 3)
|
| 847 |
+
|
| 848 |
+
indirect_results = {}
|
| 849 |
+
for effect in quant.get("indirect_effects") or []:
|
| 850 |
+
if not isinstance(effect, dict):
|
| 851 |
+
continue
|
| 852 |
+
eid = str(effect.get("effect_id") or "")
|
| 853 |
+
path = list(effect.get("path") or [])
|
| 854 |
+
product = 1.0
|
| 855 |
+
labels = []
|
| 856 |
+
valid = True
|
| 857 |
+
for cid in path:
|
| 858 |
+
labels.append(constructs.get(cid, cid))
|
| 859 |
+
for a, b in zip(path, path[1:]):
|
| 860 |
+
rid = next((str(r.get("relation_id") or "") for r in direct_like if r.get("source") == a and r.get("target") == b), "")
|
| 861 |
+
if not rid or rid not in relation_results:
|
| 862 |
+
valid = False; break
|
| 863 |
+
product *= float(relation_results[rid]["estimate"])
|
| 864 |
+
if not valid:
|
| 865 |
+
continue
|
| 866 |
+
row = {"effect_id":eid,"path":labels,"estimate":round(product,3),"kind":effect.get("kind") or "simple"}
|
| 867 |
+
vals = indirect_boot.get(eid) or []
|
| 868 |
+
if len(vals) >= 100:
|
| 869 |
+
lo, hi = np.percentile(vals,[2.5,97.5]); row["ci"]=[round(float(lo),3),round(float(hi),3)]
|
| 870 |
+
indirect_results[eid] = row
|
| 871 |
+
|
| 872 |
+
path_rows = []
|
| 873 |
+
for r in relations:
|
| 874 |
+
rid = str(r.get("relation_id") or "")
|
| 875 |
+
rr = relation_results.get(rid)
|
| 876 |
+
if not rr:
|
| 877 |
+
continue
|
| 878 |
+
if r.get("type") == "moderation":
|
| 879 |
+
label = f"{rr['source']} × {rr['moderator']} → {rr['target']} (interaction)"
|
| 880 |
+
else:
|
| 881 |
+
label = f"{rr['source']} → {rr['target']}"
|
| 882 |
+
path_rows.append({"Association":label,"Standardized estimate":rr["estimate"],"R² of outcome":rr.get("r2_target","—")})
|
| 883 |
+
for row in indirect_results.values():
|
| 884 |
+
path_rows.append({"Association":"Indirect association: " + " → ".join(row["path"]),"Standardized estimate":row["estimate"],"R² of outcome":"—"})
|
| 885 |
+
path_table = pd.DataFrame(path_rows)
|
| 886 |
+
|
| 887 |
+
# Conservative multicollinearity summary across ordinary construct scores.
|
| 888 |
+
vif_values = []
|
| 889 |
+
for target, (_y, predictors, _meta, _coef) in model_specs.items():
|
| 890 |
+
if len(predictors) < 2:
|
| 891 |
+
continue
|
| 892 |
+
matrix = np.column_stack(predictors)
|
| 893 |
+
corr = np.corrcoef(matrix, rowvar=False)
|
| 894 |
+
try:
|
| 895 |
+
inv = np.linalg.pinv(corr)
|
| 896 |
+
vif_values.extend(float(x) for x in np.diag(inv))
|
| 897 |
+
except Exception:
|
| 898 |
+
pass
|
| 899 |
+
|
| 900 |
+
summary = {
|
| 901 |
+
"relation_results": relation_results,
|
| 902 |
+
"indirect_results": indirect_results,
|
| 903 |
+
"r2_by_construct": {constructs.get(k,k):v for k,v in r2_by_construct.items()},
|
| 904 |
+
"max_vif": round(max(vif_values),3) if vif_values else 1.0,
|
| 905 |
+
"bootstrap_iterations": int(bootstrap_iterations),
|
| 906 |
+
"study_design_contract_sha256": str((contract or {}).get("contract_sha256") or ""),
|
| 907 |
+
}
|
| 908 |
+
|
| 909 |
+
# Exact historical aliases keep legacy validators/checkpoints stable.
|
| 910 |
+
if bool(quant.get("legacy_three_construct_profile")):
|
| 911 |
+
p = next((x for x in quant.get("constructs") or [] if "predictor" in (x.get("roles") or [])), {})
|
| 912 |
+
m = next((x for x in quant.get("constructs") or [] if "mediator" in (x.get("roles") or [])), {})
|
| 913 |
+
o = next((x for x in quant.get("constructs") or [] if "outcome" in (x.get("roles") or [])), {})
|
| 914 |
+
pl, ml, ol = p.get("label"), m.get("label"), o.get("label")
|
| 915 |
+
def est(src,tgt):
|
| 916 |
+
for rr in relation_results.values():
|
| 917 |
+
if rr.get("source") == src and rr.get("target") == tgt and rr.get("type") == "direct_association": return rr.get("estimate")
|
| 918 |
+
return None
|
| 919 |
+
a, b, direct = est(pl,ml), est(ml,ol), est(pl,ol)
|
| 920 |
+
indirect = next(iter(indirect_results.values()), {})
|
| 921 |
+
summary.update({
|
| 922 |
+
"predictor":pl,"mediator":ml,"outcome":ol,
|
| 923 |
+
"a":a,"b":b,"direct":direct,"indirect":indirect.get("estimate"),
|
| 924 |
+
"r2_mediator":summary["r2_by_construct"].get(ml),
|
| 925 |
+
"r2_outcome":summary["r2_by_construct"].get(ol),
|
| 926 |
+
"indirect_ci":indirect.get("ci"),
|
| 927 |
+
"direct_ci":next((rr.get("ci") for rr in relation_results.values() if rr.get("source")==pl and rr.get("target")==ol), None),
|
| 928 |
+
"predictor_mediator_vif":summary["max_vif"],
|
| 929 |
+
})
|
| 930 |
+
return summary, path_table, mean_scores.corr(method="spearman")
|
| 931 |
+
|
| 932 |
+
|
| 933 |
@staticmethod
|
| 934 |
def _sentence_spans(text):
|
| 935 |
"""Return sentence spans without splitting decimal statistics or citations."""
|
|
|
|
| 1093 |
}
|
| 1094 |
|
| 1095 |
constructs = dict(meta.get("constructs") or {}) if isinstance(meta.get("constructs"), dict) else {}
|
| 1096 |
+
construct_items = [dict(item) for item in (meta.get("construct_items") or []) if isinstance(item, dict)]
|
| 1097 |
results = dict(meta.get("association_results") or {}) if isinstance(meta.get("association_results"), dict) else {}
|
| 1098 |
+
study_contract = dict(meta.get("study_design_contract") or {}) if isinstance(meta.get("study_design_contract"), dict) else {}
|
| 1099 |
+
analysis_plan = list(dict(study_contract.get("quantitative") or {}).get("analysis_plan") or [])
|
| 1100 |
+
allowed_methods = [
|
| 1101 |
+
"reliability", "composite reliability", "average variance extracted",
|
| 1102 |
+
"Fornell-Larcker", "standardized association", "bootstrap",
|
| 1103 |
+
"Spearman", "VIF", "descriptive statistics",
|
| 1104 |
+
]
|
| 1105 |
+
if "interaction_test" in analysis_plan:
|
| 1106 |
+
allowed_methods.extend(["interaction term", "moderation", "simple slopes"])
|
| 1107 |
return {
|
| 1108 |
"version": cls.QUANTITATIVE_EVIDENCE_LEDGER_VERSION,
|
| 1109 |
"source_type": source_type,
|
|
|
|
| 1111 |
"sample_size": int(sample_size) if isinstance(sample_size, (int, np.integer)) or str(sample_size or "").isdigit() else None,
|
| 1112 |
"scale_points": int(scale_points) if isinstance(scale_points, (int, np.integer)) or str(scale_points or "").isdigit() else None,
|
| 1113 |
"study_design": str(meta.get("study_design") or "").strip(),
|
| 1114 |
+
"study_design_contract": study_contract,
|
| 1115 |
"constructs": {k: str(v or "").strip() for k, v in constructs.items() if str(v or "").strip()},
|
| 1116 |
+
"construct_items": construct_items,
|
| 1117 |
"association_results": results,
|
| 1118 |
"uploaded_metric_anchors": uploaded_metric_anchors,
|
| 1119 |
"causal_identification": "none" if strict else "evidence_owned",
|
| 1120 |
+
"allowed_methods": allowed_methods if strict else [],
|
|
|
|
|
|
|
|
|
|
|
|
|
| 1121 |
"forbidden_unowned_methods": [
|
| 1122 |
"confirmatory factor analysis", "CFA", "structural equation modeling", "SEM",
|
| 1123 |
"PLS-SEM", "RMSEA", "CFI", "TLI", "SRMR", "Harman",
|
|
|
|
| 1827 |
|
| 1828 |
@classmethod
|
| 1829 |
def _strict_standardized_metric_occurrences(cls, sentence, constructs, results):
|
| 1830 |
+
"""Yield clause-bound owners for legacy and adaptive graph estimates."""
|
| 1831 |
regex = re.compile(r"(?i)((?:β|standardized\s+estimate)\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)")
|
| 1832 |
+
legacy_expected = {key: results.get(key) for key in ("a", "b", "direct", "indirect")}
|
| 1833 |
+
relation_results = dict(results.get("relation_results") or {}) if isinstance(results, dict) else {}
|
| 1834 |
+
indirect_results = dict(results.get("indirect_results") or {}) if isinstance(results, dict) else {}
|
| 1835 |
for match in regex.finditer(str(sentence or "")):
|
| 1836 |
owner, clause = cls._quantitative_metric_owner_for_occurrence(sentence, match, constructs)
|
| 1837 |
+
if owner and legacy_expected.get(owner) is not None:
|
| 1838 |
+
yield match, owner, legacy_expected.get(owner), clause
|
| 1839 |
+
continue
|
| 1840 |
+
folded = cls._normalize_quantitative_construct_surface(clause)
|
| 1841 |
+
candidates = []
|
| 1842 |
+
for rid, row in relation_results.items():
|
| 1843 |
+
if not isinstance(row, dict):
|
| 1844 |
+
continue
|
| 1845 |
+
source = cls._normalize_quantitative_construct_surface(row.get("source"))
|
| 1846 |
+
target = cls._normalize_quantitative_construct_surface(row.get("target"))
|
| 1847 |
+
moderator = cls._normalize_quantitative_construct_surface(row.get("moderator"))
|
| 1848 |
+
if not source or not target or source not in folded or target not in folded:
|
| 1849 |
+
continue
|
| 1850 |
+
if row.get("type") == "moderation":
|
| 1851 |
+
if not moderator or moderator not in folded or not re.search(r"(?i)interaction|moderat|×", clause):
|
| 1852 |
+
continue
|
| 1853 |
+
elif re.search(r"(?i)interaction|moderat|×", clause):
|
| 1854 |
+
continue
|
| 1855 |
+
if row.get("estimate") is not None:
|
| 1856 |
+
candidates.append((f"relation:{rid}", row.get("estimate")))
|
| 1857 |
+
if re.search(r"(?i)indirect", clause):
|
| 1858 |
+
for eid, row in indirect_results.items():
|
| 1859 |
+
if not isinstance(row, dict):
|
| 1860 |
+
continue
|
| 1861 |
+
labels = [cls._normalize_quantitative_construct_surface(x) for x in (row.get("path") or [])]
|
| 1862 |
+
if labels and all(label in folded for label in labels) and row.get("estimate") is not None:
|
| 1863 |
+
candidates.append((f"indirect:{eid}", row.get("estimate")))
|
| 1864 |
+
if len(candidates) == 1:
|
| 1865 |
+
yield match, candidates[0][0], candidates[0][1], clause
|
| 1866 |
+
else:
|
| 1867 |
+
yield match, None, None, clause
|
| 1868 |
|
| 1869 |
@classmethod
|
| 1870 |
def inspect_quantitative_study_fact_contract(cls, text, metadata, section_name=""):
|
|
|
|
| 1973 |
"preview":sentence.strip()[:180],
|
| 1974 |
})
|
| 1975 |
|
| 1976 |
+
vif_expected = (results.get("predictor_mediator_vif") if results.get("predictor_mediator_vif") is not None else results.get("max_vif")) if strict else uploaded.get("VIF")
|
| 1977 |
boot_expected = results.get("bootstrap_iterations") if strict else uploaded.get("bootstrap_iterations")
|
| 1978 |
add_metric_violations(sentence, r"(\bVIF\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", vif_expected, label="VIF")
|
| 1979 |
add_metric_violations(sentence, r"(\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*)(\d{2,6})", boot_expected, dtype="int", label="bootstrap_iterations")
|
|
|
|
| 1982 |
construct = str(constructs.get(role) or "")
|
| 1983 |
if construct and results.get(key) is not None:
|
| 1984 |
add_metric_violations(sentence, rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(construct)}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", results.get(key), label=key)
|
| 1985 |
+
for construct_label, expected_r2 in dict(results.get("r2_by_construct") or {}).items():
|
| 1986 |
+
if construct_label and expected_r2 is not None:
|
| 1987 |
+
add_metric_violations(sentence, rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(str(construct_label))}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", expected_r2, label=f"r2:{construct_label}")
|
| 1988 |
# R6-R14 clause-bound metric ownership: validate each occurrence
|
| 1989 |
# against its own local construct relation, never one owner per sentence.
|
| 1990 |
for metric_match, metric_owner, metric_expected, metric_clause in cls._strict_standardized_metric_occurrences(
|
|
|
|
| 2152 |
return match.group(1) + expected_text
|
| 2153 |
revised = regex.sub(repl, revised)
|
| 2154 |
|
| 2155 |
+
vif_expected = (results.get("predictor_mediator_vif") if results.get("predictor_mediator_vif") is not None else results.get("max_vif")) if strict else uploaded.get("VIF")
|
| 2156 |
boot_expected = results.get("bootstrap_iterations") if strict else uploaded.get("bootstrap_iterations")
|
| 2157 |
replace_local_metric(r"(\bVIF\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)", vif_expected, label="VIF")
|
| 2158 |
replace_local_metric(r"(\bbootstrap\s+(?:resamples?|iterations?)\s*(?:=|:)?\s*)(\d{2,6})", boot_expected, dtype="int", label="bootstrap_iterations")
|
|
|
|
| 2163 |
if construct and results.get(key) is not None:
|
| 2164 |
metric_pattern = rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(construct)}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)"
|
| 2165 |
replace_local_metric(metric_pattern, results.get(key), label=key)
|
| 2166 |
+
for construct_label, expected_r2 in dict(results.get("r2_by_construct") or {}).items():
|
| 2167 |
+
if construct_label and expected_r2 is not None:
|
| 2168 |
+
metric_pattern = rf"(R(?:²|\^2)\s*(?:for|of)?\s*{re.escape(str(construct_label))}\s*(?:=|:)?\s*)([-+]?\d+(?:\.\d+)?)"
|
| 2169 |
+
replace_local_metric(metric_pattern, expected_r2, label=f"r2:{construct_label}")
|
| 2170 |
|
| 2171 |
# R6-R14 deterministic repair is also occurrence-local. Never
|
| 2172 |
# rewrite every metric in a sentence to one selected path value.
|
|
|
|
| 2234 |
if user_md:
|
| 2235 |
evidence_sections = [
|
| 2236 |
heading.strip()
|
| 2237 |
+
for heading in re.findall(r"(?m)^#{1,3}\s+(.+?)\s*$", user_md)
|
|
|
|
|
|
|
|
|
|
| 2238 |
if heading.strip()
|
| 2239 |
]
|
| 2240 |
metadata = {
|
| 2241 |
"mode": "quantitative",
|
| 2242 |
"source_type": "user_provided",
|
| 2243 |
"disclosure_required": False,
|
| 2244 |
+
"evidence_sections": evidence_sections[:20] or ["User-provided quantitative evidence"],
|
|
|
|
| 2245 |
"evidence_boundary": (
|
| 2246 |
"Only values explicitly present in the uploaded evidence are frozen. "
|
| 2247 |
"Do not infer absent setting, sample, measures, software, or results."
|
|
|
|
| 2250 |
metadata["quantitative_evidence_ledger"] = self.build_quantitative_evidence_ledger(metadata, user_md)
|
| 2251 |
return None, user_md, tr(language, "actual_stats_parsed"), metadata
|
| 2252 |
|
| 2253 |
+
design_contract = self._derive_system_design(agent, topic, keywords)
|
| 2254 |
+
issues = validate_quantitative_contract(design_contract)
|
| 2255 |
+
if issues:
|
| 2256 |
+
raise RuntimeError(f"adaptive_quantitative_study_design_invalid:{issues[:4]}")
|
| 2257 |
+
quant = dict(design_contract.get("quantitative") or {})
|
| 2258 |
+
construct_items = [dict(item) for item in (quant.get("constructs") or []) if isinstance(item, dict)]
|
| 2259 |
+
construct_names = [str(item.get("label") or "").strip() for item in construct_items if str(item.get("label") or "").strip()]
|
| 2260 |
+
if len(construct_names) < 2:
|
| 2261 |
+
raise RuntimeError("adaptive_quantitative_study_design_has_too_few_constructs")
|
| 2262 |
+
|
| 2263 |
+
df, validity_df, fl_matrix_df, mean_scores, _corr_matrix = self.generate_empirical_data_robust(
|
| 2264 |
construct_names=construct_names
|
| 2265 |
)
|
| 2266 |
+
path_summary, path_table, spearman = self._compile_graph_evidence(mean_scores, design_contract)
|
| 2267 |
+
context = str(dict(design_contract.get("context") or {}).get("research_context") or "").strip()
|
| 2268 |
+
|
| 2269 |
+
role_lines = []
|
| 2270 |
+
for item in construct_items:
|
| 2271 |
+
role_lines.append(
|
| 2272 |
+
f"| {item.get('construct_id')} | {item.get('label')} | {', '.join(item.get('roles') or [])} |"
|
| 2273 |
+
)
|
| 2274 |
+
relation_lines = []
|
| 2275 |
+
by_id = {item.get("construct_id"): item.get("label") for item in construct_items}
|
| 2276 |
+
for rel in quant.get("relations") or []:
|
| 2277 |
+
if not isinstance(rel, dict):
|
| 2278 |
+
continue
|
| 2279 |
+
source = by_id.get(rel.get("source"), rel.get("source"))
|
| 2280 |
+
target = by_id.get(rel.get("target"), rel.get("target"))
|
| 2281 |
+
moderator = by_id.get(rel.get("moderator"), rel.get("moderator")) if rel.get("moderator") else "—"
|
| 2282 |
+
relation_lines.append(
|
| 2283 |
+
f"| {rel.get('relation_id')} | {rel.get('type')} | {source} | {target} | {moderator} |"
|
| 2284 |
+
)
|
| 2285 |
+
|
| 2286 |
+
bootstrap_lines = [f"- Bootstrap resamples: {path_summary.get('bootstrap_iterations', 1500)}."]
|
| 2287 |
+
for rid, row in dict(path_summary.get("relation_results") or {}).items():
|
| 2288 |
+
label = f"{row.get('source')} → {row.get('target')}"
|
| 2289 |
+
if row.get("type") == "moderation":
|
| 2290 |
+
label = f"{row.get('source')} × {row.get('moderator')} → {row.get('target')}"
|
| 2291 |
+
ci = row.get("ci") or []
|
| 2292 |
+
ci_text = f"; 95% bootstrap CI [{ci[0]}, {ci[1]}]" if len(ci) == 2 else ""
|
| 2293 |
+
extra = ""
|
| 2294 |
+
if row.get("type") == "moderation" and row.get("simple_slope_low") is not None:
|
| 2295 |
+
extra = f"; standardized simple slopes at moderator -1 SD/+1 SD: {row.get('simple_slope_low')}/{row.get('simple_slope_high')}"
|
| 2296 |
+
bootstrap_lines.append(f"- {rid} {label}: standardized estimate {row.get('estimate')}{ci_text}{extra}.")
|
| 2297 |
+
for eid, row in dict(path_summary.get("indirect_results") or {}).items():
|
| 2298 |
+
ci = row.get("ci") or []
|
| 2299 |
+
ci_text = f"; 95% bootstrap CI [{ci[0]}, {ci[1]}]" if len(ci) == 2 else ""
|
| 2300 |
+
bootstrap_lines.append(
|
| 2301 |
+
f"- {eid} indirect association ({' → '.join(row.get('path') or [])}): {row.get('estimate')}{ci_text}."
|
| 2302 |
+
)
|
| 2303 |
+
bootstrap_lines.append(f"- Maximum predictor-set VIF across compiled regression models: {path_summary.get('max_vif', 1.0)}.")
|
| 2304 |
+
|
| 2305 |
generated_prompt = f"""### Frozen Quantitative Study Design
|
| 2306 |
| Field | Frozen value |
|
| 2307 |
| :--- | :--- |
|
|
|
|
| 2309 |
| Respondent context | {context} |
|
| 2310 |
| Sample size | {len(df)} |
|
| 2311 |
| Response scale | 7-point Likert-type scale |
|
| 2312 |
+
| Causal identification | None; report associations, indirect associations, and interaction associations only; do not claim causal effects |
|
| 2313 |
+
| Study design contract | {design_contract.get('contract_id')} |
|
| 2314 |
+
|
| 2315 |
+
### Frozen Construct Graph
|
| 2316 |
+
| Construct ID | Construct | Role(s) |
|
| 2317 |
+
| :--- | :--- | :--- |
|
| 2318 |
+
{chr(10).join(role_lines)}
|
| 2319 |
+
|
| 2320 |
+
### Frozen Relation Graph
|
| 2321 |
+
| Relation ID | Type | Source | Target | Moderator |
|
| 2322 |
+
| :--- | :--- | :--- | :--- | :--- |
|
| 2323 |
+
{chr(10).join(relation_lines)}
|
| 2324 |
|
| 2325 |
### Table 1: Reliability and Convergent Validity
|
| 2326 |
{validity_df.to_markdown(index=False)}
|
|
|
|
| 2335 |
### Table 4: Rank-Order Robustness Correlations (Spearman)
|
| 2336 |
{spearman.round(3).to_markdown()}
|
| 2337 |
|
| 2338 |
+
### Frozen Bootstrap, Interaction, and Collinearity Checks
|
| 2339 |
+
{chr(10).join(bootstrap_lines)}
|
|
|
|
|
|
|
|
|
|
| 2340 |
|
| 2341 |
[STRICT EMPIRICAL INSTRUCTION]
|
| 2342 |
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.
|
| 2343 |
+
2. DESIGN DISCIPLINE: The frozen Study Design Contract and relation graph are the sole authority for what this study measures/models. Never add a mediator, moderator, outcome, control, interaction, indirect path, or tested relation that is absent from the graph.
|
| 2344 |
+
3. INFERENCE DISCIPLINE: This is a cross-sectional observational survey. Use association language. Indirect estimates are not causal mediation identification; interaction estimates are associational moderation tests.
|
| 2345 |
+
4. MEASUREMENT DEFENSE: State reliability/convergent/discriminant validity only when the displayed values support it.
|
| 2346 |
+
5. RESULTS DISCIPLINE: Results must report this study's frozen numbers without attaching external citations to coefficients or sample facts.
|
| 2347 |
+
6. ROBUSTNESS: The Spearman matrix, frozen bootstrap intervals, simple slopes when present, and VIF above are the only frozen robustness evidence. Do not add another robustness procedure.
|
| 2348 |
+
7. CONSISTENCY: Construct identities, roles, relation IDs, sample size, context, scale, and all numerical results above are the single source of quantitative truth throughout the manuscript.
|
| 2349 |
"""
|
| 2350 |
+
|
| 2351 |
+
role_map = {}
|
| 2352 |
+
for role in ("predictor", "mediator", "moderator", "outcome", "control", "covariate"):
|
| 2353 |
+
vals = [item.get("label") for item in construct_items if role in (item.get("roles") or [])]
|
| 2354 |
+
if len(vals) == 1:
|
| 2355 |
+
role_map[role] = vals[0]
|
| 2356 |
+
|
| 2357 |
metadata = {
|
| 2358 |
"mode": "quantitative",
|
| 2359 |
"source_type": "system_generated",
|
|
|
|
| 2362 |
"scale_points": 7,
|
| 2363 |
"study_design": "cross-sectional single-wave questionnaire",
|
| 2364 |
"research_context": context,
|
| 2365 |
+
"study_design_contract": design_contract,
|
| 2366 |
+
"constructs": role_map,
|
| 2367 |
+
"construct_items": construct_items,
|
|
|
|
|
|
|
| 2368 |
"association_results": path_summary,
|
| 2369 |
"method": (
|
| 2370 |
+
"Positive-semidefinite latent correlation generation, indicator loadings, Likert discretization, "
|
| 2371 |
+
"reliability/validity summaries, Study-Design-Contract-compiled standardized association models, "
|
| 2372 |
+
"fixed-seed bootstrap intervals, interaction/simple-slope estimates when frozen, and Spearman robustness correlations."
|
| 2373 |
),
|
| 2374 |
"generation_parameters": {
|
| 2375 |
"constructs": construct_names,
|
| 2376 |
+
"study_design_contract_sha256": design_contract.get("contract_sha256"),
|
| 2377 |
+
"analysis_plan": list(quant.get("analysis_plan") or []),
|
| 2378 |
"sample_size": int(len(df)),
|
| 2379 |
"likert_scale_points": 7,
|
| 2380 |
"items_per_construct": "random integer from 3 to 5",
|
|
|
|
| 2382 |
"latent_correlation_control": "positive-semidefinite matrix with maximum target correlation 0.55",
|
| 2383 |
"item_generation": "loading × latent score + normally distributed measurement error",
|
| 2384 |
"discretization": "round to nearest integer and clamp to 1–7",
|
| 2385 |
+
"bootstrap_iterations": path_summary.get("bootstrap_iterations", 1500),
|
| 2386 |
"bootstrap_seed": 20260809,
|
| 2387 |
"reported_summaries": [
|
| 2388 |
+
"Cronbach alpha", "composite reliability", "average variance extracted",
|
| 2389 |
+
"descriptive statistics", "Fornell-Larcker matrix", "compiled standardized association estimates",
|
| 2390 |
+
"R-squared", "bootstrap confidence intervals", "interaction/simple-slope estimates when frozen",
|
| 2391 |
+
"Spearman correlations", "VIF",
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2392 |
],
|
| 2393 |
},
|
| 2394 |
"evidence_sections": [
|
| 2395 |
+
"Frozen quantitative study design", "Frozen construct graph", "Frozen relation graph",
|
| 2396 |
+
"Reliability and convergent validity", "Descriptive statistics and discriminant validity",
|
| 2397 |
+
"Frozen association model results", "Rank-order robustness correlations",
|
| 2398 |
+
"Frozen bootstrap, interaction, and collinearity checks",
|
|
|
|
|
|
|
| 2399 |
],
|
| 2400 |
}
|
| 2401 |
metadata["semantic_claim_frame_version"] = self.SEMANTIC_CLAIM_FRAME_VERSION
|
| 2402 |
+
metadata["front_matter_contract"] = self.build_front_matter_contract(topic, keywords, design_contract)
|
| 2403 |
+
metadata["hypothesis_ledger"] = self.build_hypothesis_ledger(design_contract)
|
| 2404 |
+
metadata["quantitative_table_manifest"] = self.build_table_manifest(validity_df, fl_matrix_df, path_table, spearman)
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2405 |
metadata["quantitative_evidence_ledger"] = self.build_quantitative_evidence_ledger(metadata, generated_prompt)
|
| 2406 |
+
return df, generated_prompt, tr(language, "synthetic_stats_generated"), metadata
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2407 |
|
| 2408 |
|
| 2409 |
def get_quantitative_engine():
|
core/study_design_contract.py
ADDED
|
@@ -0,0 +1,496 @@
|
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|
| 1 |
+
# -*- coding: utf-8 -*-
|
| 2 |
+
"""Adaptive study-design contracts shared by SmartPaper quantitative/qualitative paths.
|
| 3 |
+
|
| 4 |
+
The LLM may propose a candidate design, but this module owns deterministic
|
| 5 |
+
normalization, identity, validation, and scope semantics. It deliberately
|
| 6 |
+
contains no provider/model routing logic.
|
| 7 |
+
"""
|
| 8 |
+
from __future__ import annotations
|
| 9 |
+
|
| 10 |
+
import hashlib
|
| 11 |
+
import json
|
| 12 |
+
import re
|
| 13 |
+
from typing import Any
|
| 14 |
+
|
| 15 |
+
STUDY_DESIGN_CONTRACT_VERSION = "smartpaper-adaptive-study-design-contract-v1"
|
| 16 |
+
|
| 17 |
+
_QUANT_ROLES = {"predictor", "mediator", "moderator", "outcome", "control", "covariate"}
|
| 18 |
+
_QUANT_RELATIONS = {"direct_association", "moderation", "control_effect"}
|
| 19 |
+
_QUAL_SOURCE_FAMILIES = {
|
| 20 |
+
"interview", "focus_group", "observation", "document", "log",
|
| 21 |
+
"artifact", "digital_trace", "field_note", "other",
|
| 22 |
+
}
|
| 23 |
+
|
| 24 |
+
|
| 25 |
+
def _clean(value: Any, maximum: int = 240) -> str:
|
| 26 |
+
text = re.sub(r"\s+", " ", str(value or "")).strip(" \t\r\n,;:.-")
|
| 27 |
+
return text[:maximum]
|
| 28 |
+
|
| 29 |
+
|
| 30 |
+
def _keywords(value: Any) -> list[str]:
|
| 31 |
+
raw = value if isinstance(value, (list, tuple)) else re.split(r"[,;\n|]+", str(value or ""))
|
| 32 |
+
out: list[str] = []
|
| 33 |
+
seen: set[str] = set()
|
| 34 |
+
for item in raw:
|
| 35 |
+
text = _clean(item, 100)
|
| 36 |
+
key = text.casefold()
|
| 37 |
+
if text and key not in seen:
|
| 38 |
+
out.append(text)
|
| 39 |
+
seen.add(key)
|
| 40 |
+
return out[:16]
|
| 41 |
+
|
| 42 |
+
|
| 43 |
+
def _stable_hash(payload: dict[str, Any]) -> str:
|
| 44 |
+
encoded = json.dumps(payload, ensure_ascii=False, sort_keys=True, separators=(",", ":")).encode("utf-8")
|
| 45 |
+
return hashlib.sha256(encoded).hexdigest()
|
| 46 |
+
|
| 47 |
+
|
| 48 |
+
def _finalize(contract: dict[str, Any]) -> dict[str, Any]:
|
| 49 |
+
value = dict(contract)
|
| 50 |
+
value.pop("contract_sha256", None)
|
| 51 |
+
value.pop("contract_id", None)
|
| 52 |
+
digest = _stable_hash(value)
|
| 53 |
+
value["contract_id"] = digest[:20]
|
| 54 |
+
value["contract_sha256"] = digest
|
| 55 |
+
return value
|
| 56 |
+
|
| 57 |
+
|
| 58 |
+
def _normalize_quant_relation_type(value: Any) -> str:
|
| 59 |
+
text = _clean(value, 80).casefold().replace("-", "_").replace(" ", "_")
|
| 60 |
+
aliases = {
|
| 61 |
+
"association": "direct_association", "direct": "direct_association",
|
| 62 |
+
"direct_effect": "direct_association", "direct_association": "direct_association",
|
| 63 |
+
"path": "direct_association", "mediation_path": "direct_association",
|
| 64 |
+
"moderator": "moderation", "moderation": "moderation", "interaction": "moderation",
|
| 65 |
+
"interaction_effect": "moderation", "control": "control_effect", "control_effect": "control_effect",
|
| 66 |
+
}
|
| 67 |
+
return aliases.get(text, text)
|
| 68 |
+
|
| 69 |
+
|
| 70 |
+
def _normalize_roles(value: Any) -> list[str]:
|
| 71 |
+
raw = value if isinstance(value, (list, tuple)) else [value]
|
| 72 |
+
out: list[str] = []
|
| 73 |
+
for item in raw:
|
| 74 |
+
role = _clean(item, 40).casefold().replace(" ", "_")
|
| 75 |
+
if role in _QUANT_ROLES and role not in out:
|
| 76 |
+
out.append(role)
|
| 77 |
+
return out
|
| 78 |
+
|
| 79 |
+
|
| 80 |
+
def _legacy_quant_candidate(constructs: list[str], context: str = "") -> dict[str, Any]:
|
| 81 |
+
values = [_clean(item, 80) for item in constructs if _clean(item, 80)]
|
| 82 |
+
if len(values) != 3:
|
| 83 |
+
values = ["Focal Predictor", "Focal Mediator", "Focal Outcome"]
|
| 84 |
+
p, m, o = values
|
| 85 |
+
return {
|
| 86 |
+
"constructs": [
|
| 87 |
+
{"label": p, "roles": ["predictor"]},
|
| 88 |
+
{"label": m, "roles": ["mediator"]},
|
| 89 |
+
{"label": o, "roles": ["outcome"]},
|
| 90 |
+
],
|
| 91 |
+
"relations": [
|
| 92 |
+
{"source": p, "target": o, "type": "direct_association", "hypothesis_order": 1},
|
| 93 |
+
{"source": p, "target": m, "type": "direct_association", "hypothesis_order": 2},
|
| 94 |
+
{"source": m, "target": o, "type": "direct_association", "hypothesis_order": 3},
|
| 95 |
+
],
|
| 96 |
+
"indirect_effects": [{"path": [p, m, o], "kind": "simple", "numbered_hypothesis": False}],
|
| 97 |
+
"research_context": context,
|
| 98 |
+
"background_concepts": [],
|
| 99 |
+
}
|
| 100 |
+
|
| 101 |
+
|
| 102 |
+
def build_quantitative_contract(
|
| 103 |
+
topic: str,
|
| 104 |
+
keywords: Any,
|
| 105 |
+
candidate: Any,
|
| 106 |
+
*,
|
| 107 |
+
source_type: str = "system_generated",
|
| 108 |
+
policy_version: str = "adaptive-quantitative-v1",
|
| 109 |
+
) -> dict[str, Any]:
|
| 110 |
+
"""Normalize a model-proposed quantitative graph into deterministic authority."""
|
| 111 |
+
raw = dict(candidate or {}) if isinstance(candidate, dict) else {}
|
| 112 |
+
raw_constructs = raw.get("constructs") or []
|
| 113 |
+
if raw_constructs and all(not isinstance(item, dict) for item in raw_constructs):
|
| 114 |
+
raw = _legacy_quant_candidate(list(raw_constructs), _clean(raw.get("research_context")))
|
| 115 |
+
raw_constructs = raw["constructs"]
|
| 116 |
+
|
| 117 |
+
constructs: list[dict[str, Any]] = []
|
| 118 |
+
label_to_id: dict[str, str] = {}
|
| 119 |
+
for item in raw_constructs[:8]:
|
| 120 |
+
if not isinstance(item, dict):
|
| 121 |
+
continue
|
| 122 |
+
label = _clean(item.get("label") or item.get("name"), 80)
|
| 123 |
+
if not label or label.casefold() in label_to_id:
|
| 124 |
+
continue
|
| 125 |
+
roles = _normalize_roles(item.get("roles") or item.get("role"))
|
| 126 |
+
if not roles:
|
| 127 |
+
continue
|
| 128 |
+
cid = f"C{len(constructs) + 1:03d}"
|
| 129 |
+
row = {
|
| 130 |
+
"construct_id": cid,
|
| 131 |
+
"label": label,
|
| 132 |
+
"roles": roles,
|
| 133 |
+
"measurement_model": _clean(item.get("measurement_model") or "reflective", 40).casefold() or "reflective",
|
| 134 |
+
"measurement_allowed": bool(item.get("measurement_allowed", True)),
|
| 135 |
+
}
|
| 136 |
+
constructs.append(row)
|
| 137 |
+
label_to_id[label.casefold()] = cid
|
| 138 |
+
|
| 139 |
+
# Safe compatibility fallback; importantly this is a fallback, not the normal schema.
|
| 140 |
+
if len(constructs) < 2:
|
| 141 |
+
raw = _legacy_quant_candidate(["Focal Predictor", "Focal Mediator", "Focal Outcome"], _clean(raw.get("research_context")))
|
| 142 |
+
return build_quantitative_contract(topic, keywords, raw, source_type=source_type, policy_version=policy_version)
|
| 143 |
+
|
| 144 |
+
by_id = {row["construct_id"]: row for row in constructs}
|
| 145 |
+
def resolve(ref: Any) -> str:
|
| 146 |
+
text = _clean(ref, 80)
|
| 147 |
+
if text in by_id:
|
| 148 |
+
return text
|
| 149 |
+
return label_to_id.get(text.casefold(), "")
|
| 150 |
+
|
| 151 |
+
relations: list[dict[str, Any]] = []
|
| 152 |
+
rejected: list[dict[str, Any]] = []
|
| 153 |
+
for item in (raw.get("relations") or [])[:24]:
|
| 154 |
+
if not isinstance(item, dict):
|
| 155 |
+
continue
|
| 156 |
+
rtype = _normalize_quant_relation_type(item.get("type"))
|
| 157 |
+
source = resolve(item.get("source"))
|
| 158 |
+
target = resolve(item.get("target"))
|
| 159 |
+
moderator = resolve(item.get("moderator")) if item.get("moderator") else ""
|
| 160 |
+
if rtype not in _QUANT_RELATIONS or not source or not target or source == target:
|
| 161 |
+
rejected.append({"reason": "invalid_or_unsupported_relation", "raw": {k: item.get(k) for k in ("type", "source", "target", "moderator")}})
|
| 162 |
+
continue
|
| 163 |
+
if rtype == "moderation" and (not moderator or moderator in {source, target}):
|
| 164 |
+
rejected.append({"reason": "moderation_requires_distinct_moderator", "raw": {k: item.get(k) for k in ("type", "source", "target", "moderator")}})
|
| 165 |
+
continue
|
| 166 |
+
relation = {
|
| 167 |
+
"relation_id": f"R{len(relations) + 1:03d}",
|
| 168 |
+
"type": rtype,
|
| 169 |
+
"source": source,
|
| 170 |
+
"target": target,
|
| 171 |
+
"moderator": moderator or None,
|
| 172 |
+
"analysis_target": bool(item.get("analysis_target", True)),
|
| 173 |
+
"numbered_hypothesis": bool(item.get("numbered_hypothesis", rtype != "control_effect")),
|
| 174 |
+
}
|
| 175 |
+
try:
|
| 176 |
+
relation["hypothesis_order"] = int(item.get("hypothesis_order")) if item.get("hypothesis_order") is not None else None
|
| 177 |
+
except Exception:
|
| 178 |
+
relation["hypothesis_order"] = None
|
| 179 |
+
relations.append(relation)
|
| 180 |
+
|
| 181 |
+
# If the interpreter omitted relations but roles make a parsimonious graph unambiguous,
|
| 182 |
+
# compile a safe role-derived graph rather than silently returning an empty model.
|
| 183 |
+
if not relations:
|
| 184 |
+
predictors = [x["construct_id"] for x in constructs if "predictor" in x["roles"]]
|
| 185 |
+
mediators = [x["construct_id"] for x in constructs if "mediator" in x["roles"]]
|
| 186 |
+
outcomes = [x["construct_id"] for x in constructs if "outcome" in x["roles"]]
|
| 187 |
+
moderators = [x["construct_id"] for x in constructs if "moderator" in x["roles"]]
|
| 188 |
+
if predictors and outcomes:
|
| 189 |
+
p, o = predictors[0], outcomes[0]
|
| 190 |
+
if mediators:
|
| 191 |
+
m = mediators[0]
|
| 192 |
+
relations.extend([
|
| 193 |
+
{"relation_id":"R001","type":"direct_association","source":p,"target":o,"moderator":None,"analysis_target":True,"numbered_hypothesis":True,"hypothesis_order":1},
|
| 194 |
+
{"relation_id":"R002","type":"direct_association","source":p,"target":m,"moderator":None,"analysis_target":True,"numbered_hypothesis":True,"hypothesis_order":2},
|
| 195 |
+
{"relation_id":"R003","type":"direct_association","source":m,"target":o,"moderator":None,"analysis_target":True,"numbered_hypothesis":True,"hypothesis_order":3},
|
| 196 |
+
])
|
| 197 |
+
else:
|
| 198 |
+
relations.append({"relation_id":"R001","type":"direct_association","source":p,"target":o,"moderator":None,"analysis_target":True,"numbered_hypothesis":True,"hypothesis_order":1})
|
| 199 |
+
if moderators:
|
| 200 |
+
relations.append({"relation_id":f"R{len(relations)+1:03d}","type":"moderation","source":p,"target":o,"moderator":moderators[0],"analysis_target":True,"numbered_hypothesis":True,"hypothesis_order":len(relations)+1})
|
| 201 |
+
|
| 202 |
+
direct_pairs = {(r["source"], r["target"]): r["relation_id"] for r in relations if r["type"] == "direct_association"}
|
| 203 |
+
indirect_effects: list[dict[str, Any]] = []
|
| 204 |
+
raw_indirect = raw.get("indirect_effects") or []
|
| 205 |
+
for item in raw_indirect[:12]:
|
| 206 |
+
if not isinstance(item, dict):
|
| 207 |
+
continue
|
| 208 |
+
path = [resolve(x) for x in (item.get("path") or [])]
|
| 209 |
+
path = [x for x in path if x]
|
| 210 |
+
if len(path) < 3 or any((a, b) not in direct_pairs for a, b in zip(path, path[1:])):
|
| 211 |
+
rejected.append({"reason":"invalid_indirect_path","raw":{"path": item.get("path")}})
|
| 212 |
+
continue
|
| 213 |
+
indirect_effects.append({
|
| 214 |
+
"effect_id": f"I{len(indirect_effects)+1:03d}",
|
| 215 |
+
"path": path,
|
| 216 |
+
"kind": _clean(item.get("kind") or ("simple" if len(path)==3 else "serial"), 30).casefold(),
|
| 217 |
+
"numbered_hypothesis": bool(item.get("numbered_hypothesis", False)),
|
| 218 |
+
})
|
| 219 |
+
if not indirect_effects:
|
| 220 |
+
# Infer valid mediator chains from role identity and existing path edges.
|
| 221 |
+
predictors = [x["construct_id"] for x in constructs if "predictor" in x["roles"]]
|
| 222 |
+
mediators = [x["construct_id"] for x in constructs if "mediator" in x["roles"]]
|
| 223 |
+
outcomes = [x["construct_id"] for x in constructs if "outcome" in x["roles"]]
|
| 224 |
+
for p in predictors:
|
| 225 |
+
for m in mediators:
|
| 226 |
+
for o in outcomes:
|
| 227 |
+
if (p, m) in direct_pairs and (m, o) in direct_pairs:
|
| 228 |
+
indirect_effects.append({"effect_id":f"I{len(indirect_effects)+1:03d}","path":[p,m,o],"kind":"simple","numbered_hypothesis":False})
|
| 229 |
+
|
| 230 |
+
controls = [x["construct_id"] for x in constructs if set(x["roles"]) & {"control", "covariate"}]
|
| 231 |
+
outcomes = [x["construct_id"] for x in constructs if "outcome" in x["roles"]]
|
| 232 |
+
if not outcomes:
|
| 233 |
+
targeted = {r["target"] for r in relations if r["type"] != "control_effect"}
|
| 234 |
+
outcomes = sorted(targeted)
|
| 235 |
+
|
| 236 |
+
analysis_plan = ["measurement_assessment"]
|
| 237 |
+
if any(r["type"] == "direct_association" for r in relations): analysis_plan.append("direct_association")
|
| 238 |
+
if indirect_effects: analysis_plan.append("indirect_effect")
|
| 239 |
+
if any(r["type"] == "moderation" for r in relations): analysis_plan.extend(["interaction_test", "simple_slopes"])
|
| 240 |
+
analysis_plan.append("robustness")
|
| 241 |
+
|
| 242 |
+
# Legacy profile is used only to preserve exact prior H ordering and validators.
|
| 243 |
+
role_map = {role: [x for x in constructs if role in x["roles"]] for role in ("predictor","mediator","outcome")}
|
| 244 |
+
legacy_profile = (
|
| 245 |
+
len(constructs) == 3
|
| 246 |
+
and all(len(role_map[r]) == 1 for r in role_map)
|
| 247 |
+
and not any("moderator" in x["roles"] or set(x["roles"]) & {"control","covariate"} for x in constructs)
|
| 248 |
+
and len([r for r in relations if r["type"] == "direct_association"]) == 3
|
| 249 |
+
)
|
| 250 |
+
|
| 251 |
+
unsupported = _keywords(raw.get("background_concepts") or raw.get("unsupported_seed_concepts") or [])
|
| 252 |
+
context = _clean(raw.get("research_context") or "respondents with experience relevant to the focal management phenomenon", 240)
|
| 253 |
+
contract = {
|
| 254 |
+
"version": STUDY_DESIGN_CONTRACT_VERSION,
|
| 255 |
+
"mode": "quantitative",
|
| 256 |
+
"source_type": _clean(source_type, 40) or "system_generated",
|
| 257 |
+
"source_topic": _clean(topic, 500),
|
| 258 |
+
"source_keywords": _keywords(keywords),
|
| 259 |
+
"research_problem": _clean(raw.get("research_problem"), 500),
|
| 260 |
+
"research_questions": _keywords(raw.get("research_questions") or []),
|
| 261 |
+
"design_family": "cross_sectional_observational_survey",
|
| 262 |
+
"evidence_strength": {
|
| 263 |
+
"causal_identification": False,
|
| 264 |
+
"allowed_inference": ["association", "estimated_indirect_association", "interaction_association"],
|
| 265 |
+
"forbidden_inference": ["causal_effect", "causal_mediation_identification"],
|
| 266 |
+
},
|
| 267 |
+
"context": {"research_context": context},
|
| 268 |
+
"quantitative": {
|
| 269 |
+
"constructs": constructs,
|
| 270 |
+
"relations": relations,
|
| 271 |
+
"indirect_effects": indirect_effects,
|
| 272 |
+
"controls": controls,
|
| 273 |
+
"outcomes": outcomes,
|
| 274 |
+
"analysis_plan": analysis_plan,
|
| 275 |
+
"legacy_three_construct_profile": legacy_profile,
|
| 276 |
+
},
|
| 277 |
+
"qualitative": None,
|
| 278 |
+
"unsupported_seed_concepts": unsupported,
|
| 279 |
+
"compiler_decisions": rejected,
|
| 280 |
+
"policy_version": policy_version,
|
| 281 |
+
}
|
| 282 |
+
return _finalize(contract)
|
| 283 |
+
|
| 284 |
+
|
| 285 |
+
def validate_quantitative_contract(contract: dict[str, Any]) -> list[str]:
|
| 286 |
+
issues: list[str] = []
|
| 287 |
+
record = dict(contract or {})
|
| 288 |
+
if record.get("version") != STUDY_DESIGN_CONTRACT_VERSION or record.get("mode") != "quantitative":
|
| 289 |
+
return ["invalid_contract_identity"]
|
| 290 |
+
quant = dict(record.get("quantitative") or {})
|
| 291 |
+
constructs = [x for x in (quant.get("constructs") or []) if isinstance(x, dict)]
|
| 292 |
+
ids = {x.get("construct_id") for x in constructs}
|
| 293 |
+
if len(ids) != len(constructs) or len(constructs) < 2:
|
| 294 |
+
issues.append("invalid_construct_identity")
|
| 295 |
+
for r in quant.get("relations") or []:
|
| 296 |
+
if not isinstance(r, dict):
|
| 297 |
+
issues.append("invalid_relation_record"); continue
|
| 298 |
+
if r.get("source") not in ids or r.get("target") not in ids:
|
| 299 |
+
issues.append("relation_references_unknown_construct")
|
| 300 |
+
if r.get("type") == "moderation" and r.get("moderator") not in ids:
|
| 301 |
+
issues.append("moderation_references_unknown_moderator")
|
| 302 |
+
return list(dict.fromkeys(issues))
|
| 303 |
+
|
| 304 |
+
|
| 305 |
+
def compile_quantitative_hypothesis_ledger(contract: dict[str, Any], *, version: str) -> dict[str, Any]:
|
| 306 |
+
quant = dict((contract or {}).get("quantitative") or {})
|
| 307 |
+
constructs = {x.get("construct_id"): x for x in (quant.get("constructs") or []) if isinstance(x, dict)}
|
| 308 |
+
rels = [dict(r) for r in (quant.get("relations") or []) if isinstance(r, dict) and r.get("numbered_hypothesis")]
|
| 309 |
+
rels.sort(key=lambda r: (r.get("hypothesis_order") is None, r.get("hypothesis_order") or 999, r.get("relation_id") or ""))
|
| 310 |
+
items: list[dict[str, Any]] = []
|
| 311 |
+
for r in rels:
|
| 312 |
+
source = constructs.get(r.get("source"), {}).get("label")
|
| 313 |
+
target = constructs.get(r.get("target"), {}).get("label")
|
| 314 |
+
moderator = constructs.get(r.get("moderator"), {}).get("label") if r.get("moderator") else None
|
| 315 |
+
if not source or not target:
|
| 316 |
+
continue
|
| 317 |
+
row = {
|
| 318 |
+
"hypothesis_id": f"H{len(items)+1}",
|
| 319 |
+
"predictor": source,
|
| 320 |
+
"outcome": target,
|
| 321 |
+
"relation": "moderation" if r.get("type") == "moderation" else "association",
|
| 322 |
+
"relation_id": r.get("relation_id"),
|
| 323 |
+
}
|
| 324 |
+
if moderator:
|
| 325 |
+
row["moderator"] = moderator
|
| 326 |
+
items.append(row)
|
| 327 |
+
indirect_rows = []
|
| 328 |
+
for effect in quant.get("indirect_effects") or []:
|
| 329 |
+
if not isinstance(effect, dict): continue
|
| 330 |
+
labels = [constructs.get(cid, {}).get("label") for cid in effect.get("path") or []]
|
| 331 |
+
labels = [x for x in labels if x]
|
| 332 |
+
if len(labels) >= 3:
|
| 333 |
+
indirect_rows.append({
|
| 334 |
+
"effect_id": effect.get("effect_id"), "path": labels,
|
| 335 |
+
"predictor": labels[0], "mediator": " -> ".join(labels[1:-1]), "outcome": labels[-1],
|
| 336 |
+
"numbered_hypothesis": bool(effect.get("numbered_hypothesis", False)),
|
| 337 |
+
"relation": "estimated_indirect_association",
|
| 338 |
+
})
|
| 339 |
+
ledger = {"version": version, "items": items, "indirect_analyses": indirect_rows}
|
| 340 |
+
# Exact compatibility key for the historical single-mediator profile.
|
| 341 |
+
if len(indirect_rows) == 1 and len(indirect_rows[0].get("path") or []) == 3:
|
| 342 |
+
p = indirect_rows[0]
|
| 343 |
+
ledger["indirect_analysis"] = {
|
| 344 |
+
"predictor": p["path"][0], "mediator": p["path"][1], "outcome": p["path"][2],
|
| 345 |
+
"numbered_hypothesis": p["numbered_hypothesis"], "relation": p["relation"],
|
| 346 |
+
}
|
| 347 |
+
return ledger
|
| 348 |
+
|
| 349 |
+
|
| 350 |
+
def build_quantitative_front_matter_contract(contract: dict[str, Any], *, version: str) -> dict[str, Any]:
|
| 351 |
+
quant = dict((contract or {}).get("quantitative") or {})
|
| 352 |
+
items = [dict(x) for x in (quant.get("constructs") or []) if isinstance(x, dict)]
|
| 353 |
+
# Preserve legacy role map where a role is singular, while adding an extensible item list.
|
| 354 |
+
role_map: dict[str, str] = {}
|
| 355 |
+
for role in ("predictor", "mediator", "moderator", "outcome", "control", "covariate"):
|
| 356 |
+
values = [x.get("label") for x in items if role in (x.get("roles") or []) and x.get("label")]
|
| 357 |
+
if len(values) == 1:
|
| 358 |
+
role_map[role] = values[0]
|
| 359 |
+
construct_roles = [r for r in ("predictor","mediator","moderator","outcome","control","covariate") if r in role_map]
|
| 360 |
+
return {
|
| 361 |
+
"version": version,
|
| 362 |
+
"policy": "adaptive_study_design_frozen_semantic_authority",
|
| 363 |
+
"source_topic": str((contract or {}).get("source_topic") or ""),
|
| 364 |
+
"source_keywords": list((contract or {}).get("source_keywords") or []),
|
| 365 |
+
"construct_roles": construct_roles,
|
| 366 |
+
"constructs": role_map,
|
| 367 |
+
"construct_items": items,
|
| 368 |
+
"relations": list(quant.get("relations") or []),
|
| 369 |
+
"unsupported_seed_concepts": list((contract or {}).get("unsupported_seed_concepts") or []),
|
| 370 |
+
"study_design_contract_sha256": str((contract or {}).get("contract_sha256") or ""),
|
| 371 |
+
}
|
| 372 |
+
|
| 373 |
+
|
| 374 |
+
def build_qualitative_contract(topic: str, keywords: Any, metadata: dict[str, Any], *, policy_version: str = "adaptive-qualitative-v1") -> dict[str, Any]:
|
| 375 |
+
meta = dict(metadata or {})
|
| 376 |
+
facts = dict(meta.get("study_facts") or {})
|
| 377 |
+
sources = []
|
| 378 |
+
for index, raw in enumerate(facts.get("data_sources") or [], start=1):
|
| 379 |
+
label = _clean(raw, 120)
|
| 380 |
+
folded = label.casefold()
|
| 381 |
+
family = (
|
| 382 |
+
"interview" if "interview" in folded else
|
| 383 |
+
"focus_group" if "focus" in folded and "group" in folded else
|
| 384 |
+
"observation" if "observ" in folded else
|
| 385 |
+
"log" if "log" in folded else
|
| 386 |
+
"document" if any(x in folded for x in ("document","archiv","record")) else
|
| 387 |
+
"digital_trace" if any(x in folded for x in ("digital trace","clickstream","platform trace")) else
|
| 388 |
+
"field_note" if "field note" in folded else
|
| 389 |
+
"artifact" if "artifact" in folded else "other"
|
| 390 |
+
)
|
| 391 |
+
sources.append({"source_id":f"D{index:03d}","label":label,"family":family,"semantic_descriptor":label if family=="other" else ""})
|
| 392 |
+
actors = []
|
| 393 |
+
seen = set()
|
| 394 |
+
for row in facts.get("data_source_roles") or []:
|
| 395 |
+
if not isinstance(row, dict): continue
|
| 396 |
+
label = _clean(row.get("actor_role"), 100)
|
| 397 |
+
if label and label.casefold() not in seen:
|
| 398 |
+
actors.append({"actor_id":f"A{len(actors)+1:03d}","label":label}); seen.add(label.casefold())
|
| 399 |
+
themes = []
|
| 400 |
+
for item in meta.get("themes") or []:
|
| 401 |
+
if not isinstance(item, dict): continue
|
| 402 |
+
themes.append({
|
| 403 |
+
"theme_id": _clean(item.get("theme_id"), 40), "title": _clean(item.get("title"), 160),
|
| 404 |
+
"stages": [_clean(x,80) for x in (item.get("stages") or []) if _clean(x,80)],
|
| 405 |
+
"has_deviant_evidence": bool(item.get("has_deviant_evidence")),
|
| 406 |
+
})
|
| 407 |
+
design = _clean(facts.get("analytic_design") or facts.get("analysis_method"), 120)
|
| 408 |
+
temporal = _clean(facts.get("temporal_structure"), 160)
|
| 409 |
+
case_structure = _clean(facts.get("case_structure"), 160)
|
| 410 |
+
contract = {
|
| 411 |
+
"version": STUDY_DESIGN_CONTRACT_VERSION,
|
| 412 |
+
"mode": "qualitative",
|
| 413 |
+
"source_type": _clean(meta.get("source_type"),40),
|
| 414 |
+
"source_topic": _clean(topic,500),
|
| 415 |
+
"source_keywords": _keywords(keywords),
|
| 416 |
+
"research_problem": "",
|
| 417 |
+
"research_questions": [],
|
| 418 |
+
"design_family": design or "Iterative thematic/process analysis",
|
| 419 |
+
"evidence_strength": {"causal_identification":False,"allowed_inference":["theme","process_pattern","interpretive_mechanism"],"forbidden_inference":["causal_effect"]},
|
| 420 |
+
"context": {"research_setting": _clean(facts.get("research_setting"),240)},
|
| 421 |
+
"quantitative": None,
|
| 422 |
+
"qualitative": {
|
| 423 |
+
"phenomenon": _clean(topic,300),
|
| 424 |
+
"organizational_puzzle": "",
|
| 425 |
+
"research_questions": [],
|
| 426 |
+
"design_tradition": design or "Iterative thematic/process analysis",
|
| 427 |
+
"units_of_analysis": [{"unit_id":"U001","label":case_structure or "study participants/organizational setting","level":"other"}],
|
| 428 |
+
"actor_groups": actors,
|
| 429 |
+
"data_sources": sources,
|
| 430 |
+
"sampling": {"participant_count": facts.get("participant_count"), "interview_count": facts.get("interview_count")},
|
| 431 |
+
"temporal_scope": {"description": temporal or "Not specified"},
|
| 432 |
+
"analysis_strategy": [design] if design else [],
|
| 433 |
+
"themes": themes,
|
| 434 |
+
"process_model": [],
|
| 435 |
+
"trustworthiness_procedures": list(facts.get("trustworthiness_procedures") or []),
|
| 436 |
+
"ethics_procedures": list(facts.get("ethics_procedures") or []),
|
| 437 |
+
"reflexivity_procedures": list(facts.get("reflexivity_procedures") or []),
|
| 438 |
+
},
|
| 439 |
+
"unsupported_seed_concepts": [],
|
| 440 |
+
"compiler_decisions": [],
|
| 441 |
+
"policy_version": policy_version,
|
| 442 |
+
}
|
| 443 |
+
return _finalize(contract)
|
| 444 |
+
|
| 445 |
+
|
| 446 |
+
def _study_owned_sentence(sentence: str) -> bool:
|
| 447 |
+
text = str(sentence or "")
|
| 448 |
+
if re.search(r"\bCITE-\d+\b", text, flags=re.I): return False
|
| 449 |
+
if re.search(r"\((?=[^()\n]*(?:19|20)\d{2})[^()\n]+\)", text): return False
|
| 450 |
+
if re.search(r"(?i)\b(?:prior|previous|existing|earlier)\s+(?:research|stud(?:y|ies)|literature)\b", text): return False
|
| 451 |
+
return bool(re.search(r"(?i)\b(?:we|our\s+study|this\s+study|the\s+present\s+study|the\s+study|our\s+analysis|our\s+results|our\s+findings|we\s+(?:examine|investigate|test|analy[sz]e|explore|study))\b", text))
|
| 452 |
+
|
| 453 |
+
|
| 454 |
+
def inspect_study_design_scope(text: str, contract: dict[str, Any], *, section_name: str = "") -> list[dict[str, Any]]:
|
| 455 |
+
"""High-confidence whole-manuscript scope guard for both modes."""
|
| 456 |
+
value = str(text or "")
|
| 457 |
+
rows: list[dict[str, Any]] = []
|
| 458 |
+
mode = str((contract or {}).get("mode") or "")
|
| 459 |
+
sentences = [s.strip() for s in re.split(r"(?<=[.!?])\s+|\n+", value) if s.strip()]
|
| 460 |
+
if mode == "quantitative":
|
| 461 |
+
quant = dict((contract or {}).get("quantitative") or {})
|
| 462 |
+
constructs = [x for x in (quant.get("constructs") or []) if isinstance(x, dict)]
|
| 463 |
+
allowed_labels = {str(x.get("label") or "").casefold() for x in constructs if x.get("label")}
|
| 464 |
+
has_moderation = any(r.get("type") == "moderation" for r in (quant.get("relations") or []) if isinstance(r, dict))
|
| 465 |
+
has_indirect = bool(quant.get("indirect_effects"))
|
| 466 |
+
unsupported = [str(x) for x in (contract or {}).get("unsupported_seed_concepts") or [] if str(x).strip()]
|
| 467 |
+
for sentence in sentences:
|
| 468 |
+
if not _study_owned_sentence(sentence): continue
|
| 469 |
+
folded = sentence.casefold()
|
| 470 |
+
if re.search(r"\bmoderat(?:e|es|ed|ing|or|ion)\b|\binteraction\s+(?:effect|term)\b", folded) and not has_moderation:
|
| 471 |
+
rows.append({"type":"unsupported_moderation_claim","preview":sentence[:260],"reason":"The frozen study-design graph contains no moderation/interaction analysis target."})
|
| 472 |
+
if re.search(r"\bmediat(?:e|es|ed|ing|or|ion)\b|\bindirect\s+(?:effect|association)\b", folded) and not has_indirect:
|
| 473 |
+
rows.append({"type":"unsupported_mediation_claim","preview":sentence[:260],"reason":"The frozen study-design graph contains no indirect-effect analysis target."})
|
| 474 |
+
for concept in unsupported:
|
| 475 |
+
if concept.casefold() in folded and re.search(r"(?i)\b(?:examine|investigate|test|model|measure|assess|estimate)\b", sentence):
|
| 476 |
+
rows.append({"type":"unsupported_focal_construct","construct":concept,"preview":sentence[:260],"reason":"The concept is background-only under the frozen study-design contract."})
|
| 477 |
+
elif mode == "qualitative":
|
| 478 |
+
qual = dict((contract or {}).get("qualitative") or {})
|
| 479 |
+
design = str(qual.get("design_tradition") or "").casefold()
|
| 480 |
+
temporal = str(dict(qual.get("temporal_scope") or {}).get("description") or "").casefold()
|
| 481 |
+
families = {str(x.get("family") or "") for x in (qual.get("data_sources") or []) if isinstance(x, dict)}
|
| 482 |
+
unit_label = " ".join(str(x.get("label") or "") for x in (qual.get("units_of_analysis") or []) if isinstance(x, dict)).casefold()
|
| 483 |
+
for sentence in sentences:
|
| 484 |
+
if not _study_owned_sentence(sentence): continue
|
| 485 |
+
folded = sentence.casefold()
|
| 486 |
+
if "longitudinal" in folded and "longitudinal" not in temporal and "longitudinal" not in design:
|
| 487 |
+
rows.append({"type":"unsupported_temporal_scope","preview":sentence[:260],"reason":"The frozen qualitative design does not establish longitudinal evidence."})
|
| 488 |
+
if "ethnograph" in folded and "ethnograph" not in design:
|
| 489 |
+
rows.append({"type":"unsupported_design_tradition","preview":sentence[:260],"reason":"Ethnography is not the frozen qualitative design tradition."})
|
| 490 |
+
if "grounded theory" in folded and "grounded theory" not in design:
|
| 491 |
+
rows.append({"type":"unsupported_design_tradition","preview":sentence[:260],"reason":"Grounded theory is not the frozen qualitative design tradition."})
|
| 492 |
+
if "triangulat" in folded and len({x for x in families if x}) < 2:
|
| 493 |
+
rows.append({"type":"unsupported_data_source_claim","preview":sentence[:260],"reason":"Triangulation requires at least two frozen evidence-source families."})
|
| 494 |
+
if re.search(r"\b(?:multi|multiple)[- ]case\b|\bcomparative case\b", folded) and not any(x in (design + " " + unit_label) for x in ("comparative", "multiple", "multi-case")):
|
| 495 |
+
rows.append({"type":"unsupported_unit_of_analysis","preview":sentence[:260],"reason":"The frozen qualitative contract does not establish a multi-case comparison."})
|
| 496 |
+
return rows[:8]
|