P0-R4 Manual Research Design default qualitative

app.py

@@ -505,10 +505,13 @@ def _uploaded_material_descriptors() -> list[dict[str, str]]:
 
 
 def _method_intent_signature() -> str:
-    payload = {
-        "topic": str(st.session_state.get("sp_topic") or DEFAULT_TOPIC),
-        "keywords": str(st.session_state.get("sp_keywords") or DEFAULT_KEYWORDS),
-    }
+    """Stable identity for the manual Research Design control.
+
+    Title and Keywords must never reset or auto-change the user's selected
+    research design. The signature therefore identifies the control policy, not
+    the topic text.
+    """
+    payload = {"research_design_control": "manual-default-qualitative-v1"}
     return hashlib.sha256(
         json.dumps(payload, ensure_ascii=False, sort_keys=True, separators=(",", ":")).encode("utf-8")
     ).hexdigest()
@@ -777,9 +780,9 @@ def _process_pending_launch(lang_code: str) -> None:
     idempotency_key = str(pending.get("idempotency_key") or "").strip()
     pending_signature = str(pending.get("method_intent_signature") or "").strip()
 
-    # U1-R2B repeats the capability preflight immediately before any task/quota
-    # creation so a stale rerun or modified session state cannot bypass a
-    # manually adjusted or auto/default research design.
+    # Repeat the capability preflight immediately before any task/quota
+    # creation so a stale rerun or modified session state cannot bypass the
+    # manually selected/default research design.
     preflight, current_signature = _current_method_preflight(
         confirmed_method_family=pending_family or None
     )
@@ -1518,31 +1521,23 @@ def render_workspace_controls(user):
         method_signature = ""
     else:
         # SmartPaper intentionally supports only two reader-visible research
-        # designs. No cue defaults to qualitative. Specialized-method cues remain
-        # advisory-only for automatic detection; an explicit user selection
-        # between the two supported designs is authoritative for this topic.
-        auto_preflight, method_signature = _current_method_preflight(confirmed_method_family="")
-        auto_family = str(auto_preflight.get("method_family") or "qualitative").strip().casefold()
-        if auto_family not in METHOD_FAMILIES:
-            auto_family = "qualitative"
-        specialized_redirect = bool((auto_preflight.get("resolution") or {}).get("specialized_method_detected"))
-
+        # designs. New tasks default to qualitative research. The user may
+        # adjust the design manually; Title, Keywords, and uploaded materials
+        # never auto-select or reset the Research Design.
+        method_signature = _method_intent_signature()
         stored = str(st.session_state.get("sp_method_confirmation") or "").strip().casefold()
         stored_sig = str(st.session_state.get("sp_method_confirmation_signature") or "").strip()
         selected_default = (
-            stored if stored_sig == method_signature and stored in METHOD_FAMILIES else auto_family
+            stored if stored_sig == method_signature and stored in METHOD_FAMILIES else "qualitative"
         )
 
-        # A changed Title/Keywords signature invalidates a previous manual
-        # override. For the same signature, the user's explicit selection remains
-        # authoritative even when automatic detection found a specialized cue.
         selector_sig = str(st.session_state.get("sp_method_selector_signature") or "").strip()
         if selector_sig != method_signature:
             st.session_state["sp_method_confirmation"] = ""
             st.session_state["sp_method_confirmation_signature"] = ""
-            st.session_state["sp_method_selector"] = auto_family
+            st.session_state["sp_method_selector"] = "qualitative"
             st.session_state["sp_method_selector_signature"] = method_signature
-            selected_default = auto_family
+            selected_default = "qualitative"
         elif str(st.session_state.get("sp_method_selector") or "").strip().casefold() not in METHOD_FAMILIES:
             st.session_state["sp_method_selector"] = selected_default
 
@@ -1554,13 +1549,11 @@ def render_workspace_controls(user):
             key="sp_method_selector",
             disabled=active,
         )
-        selected = str(selected or auto_family).strip().casefold()
-        if selected != auto_family:
-            st.session_state["sp_method_confirmation"] = selected
-            st.session_state["sp_method_confirmation_signature"] = method_signature
-        else:
-            st.session_state["sp_method_confirmation"] = ""
-            st.session_state["sp_method_confirmation_signature"] = ""
+        selected = str(selected or "qualitative").strip().casefold()
+        if selected not in METHOD_FAMILIES:
+            selected = "qualitative"
+        st.session_state["sp_method_confirmation"] = selected
+        st.session_state["sp_method_confirmation_signature"] = method_signature
         preflight, method_signature = _current_method_preflight(confirmed_method_family=selected)
 
     method_family = str(preflight.get("method_family") or "undetermined").strip().casefold()
@@ -1574,10 +1567,7 @@ def render_workspace_controls(user):
     st.caption(tr(lang_code, "method_detection_explanation"))
 
     block_reason = str(preflight.get("block_reason") or "")
-    specialized_redirect = bool((preflight.get("resolution") or {}).get("specialized_method_detected"))
-    if specialized_redirect and not active and method_family == "qualitative":
-        st.warning(tr(lang_code, "specialized_method_redirect"))
-    elif block_reason:
+    if block_reason:
         st.warning(tr(lang_code, "method_resolution_invalid"))
     elif not active:
         st.info(tr(lang_code, "method_supported", method=method_label))

core/advanced_method_registry.py

@@ -1,13 +1,11 @@
 # -*- coding: utf-8 -*-
-"""Deterministic two-design resolver and capability preflight for SmartPaper.
+"""Deterministic two-design manual selector and capability preflight for SmartPaper.
 
-U1-R2C intentionally limits production research design to two supported paths:
-qualitative research and survey-based quantitative research.  Specialized cues
-such as fsQCA, panel data/econometrics, meta-analysis, and bibliometric/review
-methods are detected only to provide a reader-facing scope notice; they are not
-exposed as selectable method families.  Automatic detection falls back to the
-qualitative framework, while an explicit user selection between the two supported
-designs remains authoritative for the current Title + Keywords signature.
+Production research design is intentionally limited to two supported paths:
+qualitative research and survey-based quantitative research. New tasks default to
+qualitative research, and the user may explicitly adjust the design before task
+creation. Title, Keywords, and uploaded Research Materials never auto-select or
+change the research design.
 
 This module never selects providers/models and never rewrites Title/Keywords.
 """
@@ -17,7 +15,7 @@ import os
 import re
 from typing import Any, Iterable
 
-METHOD_RESOLVER_VERSION = "smartpaper-auto-method-resolver-v5"
+METHOD_RESOLVER_VERSION = "smartpaper-manual-method-selector-v1"
 METHOD_CAPABILITY_REGISTRY_VERSION = "smartpaper-method-capability-registry-v3"
 
 # Reader-visible / task-owning method families.  Order is intentional:
@@ -176,51 +174,23 @@ def resolve_method_family(
     *,
     materials: Iterable[Any] | None = None,
 ) -> dict[str, Any]:
-    """Resolve one of SmartPaper's two supported production research designs.
+    """Return the fixed default design for a new task.
 
-    Title + Keywords remain the design authority.  Uploaded Research Materials
-    do not alter automatic design selection.  Specialized-method cues are kept
-    only as an advisory classification and redirect to qualitative research.
+    Automatic research-design detection is intentionally disabled. Title,
+    Keywords, and Research Materials are accepted for API compatibility only and
+    never change the default. New tasks start from qualitative research unless the
+    user explicitly selects survey-based quantitative research in preflight.
     """
-    source_title = _normalized_text(title)
-    source_keywords = _keyword_items(keywords)
-    text = " ; ".join([source_title] + source_keywords)
+    _ = title, keywords
     descriptors = _material_descriptors(materials)
-
-    specialized_hits = _pattern_hits(text, _SPECIALIZED_METHOD_PATTERNS)
-    if specialized_hits:
-        capability = method_capability("qualitative")
-        return {
-            "resolver_version": METHOD_RESOLVER_VERSION,
-            "shadow_only": False,
-            "method_family": "qualitative",
-            "confidence": "SPECIALIZED_METHOD_REDIRECT",
-            "reason_codes": ["specialized_method_cue_detected", "redirect_to_qualitative"],
-            "title_keyword_hits": [],
-            "specialized_method_detected": True,
-            "specialized_method_families": [row["method_family"] for row in specialized_hits],
-            "specialized_method_hits": specialized_hits,
-            "material_hint_families": [],
-            "material_count": len(descriptors),
-            "derived_policy_lane": capability.get("legacy_policy_lane"),
-            "capability": capability,
-        }
-
-    supported_hits = _pattern_hits(text, _SUPPORTED_METHOD_PATTERNS)
-    chosen = str((supported_hits[0] if supported_hits else {}).get("method_family") or "qualitative")
-    confidence = "AUTO_DETECTED" if supported_hits else "DEFAULT_QUALITATIVE"
-    reason_codes = ["explicit_title_keyword_method_cue"] if supported_hits else ["no_explicit_method_cue", "default_qualitative"]
-    if len(supported_hits) > 1:
-        reason_codes.append("lower_priority_method_cues_present")
-
-    capability = method_capability(chosen)
+    capability = method_capability("qualitative")
     return {
         "resolver_version": METHOD_RESOLVER_VERSION,
         "shadow_only": False,
-        "method_family": chosen,
-        "confidence": confidence,
-        "reason_codes": reason_codes,
-        "title_keyword_hits": supported_hits,
+        "method_family": "qualitative",
+        "confidence": "DEFAULT_QUALITATIVE",
+        "reason_codes": ["manual_design_control", "default_qualitative"],
+        "title_keyword_hits": [],
         "specialized_method_detected": False,
         "specialized_method_families": [],
         "specialized_method_hits": [],
@@ -230,7 +200,6 @@ def resolve_method_family(
         "capability": capability,
     }
 
-
 def compare_shadow_to_legacy_lane(resolution: dict[str, Any], selected_lane: Any) -> dict[str, Any]:
     """Compare inferred design with a legacy AMJ/ASQ lane."""
     selected = str(selected_lane or "").strip().casefold()
@@ -252,25 +221,24 @@ def resolve_generation_preflight(
 ) -> dict[str, Any]:
     """Resolve the two supported designs before any task/quota creation.
 
-    Manual adjustment is available only between qualitative and survey-based
-    quantitative research.  Automatic detection may map specialized-method cues
-    to the qualitative fallback, but an explicit user selection between the two
-    supported production designs is authoritative for the current topic.
+    The default is qualitative research. If the user explicitly selects one of
+    the two supported production designs, that selection is authoritative.
+    Title, Keywords, and Research Materials never alter the chosen design.
     """
     resolution = resolve_method_family(title, keywords, materials=materials)
-    family = str(resolution.get("method_family") or "qualitative").strip().casefold()
+    family = "qualitative"
 
     confirmed = str(confirmed_method_family or "").strip().casefold()
-    if confirmed in METHOD_FAMILIES and confirmed != family:
+    if confirmed in METHOD_FAMILIES:
         family = confirmed
         capability = method_capability(family)
         resolution = dict(resolution)
         resolution.update({
             "method_family": family,
-            "confidence": "USER_OVERRIDE",
+            "confidence": "USER_SELECTION",
             "derived_policy_lane": capability.get("legacy_policy_lane"),
             "capability": capability,
-            "reason_codes": list(resolution.get("reason_codes") or []) + ["user_override_method_family"],
+            "reason_codes": ["manual_design_control", "user_selected_method_family"],
         })
 
     capability = method_capability(family)
@@ -293,3 +261,4 @@ def resolve_generation_preflight(
         "legacy_policy_lane": lane,
         "capability": capability,
     }
+

i18n.py

@@ -278,14 +278,14 @@ TEXTS: dict[str, dict[str, str]] = {
         "download_asq_template": "📥 一键下载 TXT 访谈模板",
         "start_asq": "🚀 启动 ASQ 模式生成",
         "research_materials_label": "研究资料（可选）",
-        "research_materials_help": "支持 PDF、TXT、DOC、DOCX、CSV、XLS、XLSX。上传资料用于辅助论文生成；研究设计仅在质性研究与问卷量化研究之间根据论文题目和关键词识别。",
+        "research_materials_help": "支持 PDF、TXT、DOC、DOCX、CSV、XLS、XLSX。上传资料用于辅助论文生成。研究设计默认为质性研究，可根据需要调整为问卷量化研究。",
         "drop_research_materials": "将研究资料拖到这里",
         "limit_research_materials": "每个文件最大 1 GB · PDF, TXT, DOC, DOCX, CSV, XLS, XLSX",
         "material_document_use_label": "如何使用上传的 PDF/DOC/DOCX 文件？",
         "material_use_reference": "作为参考文献资料",
         "material_use_research": "作为研究资料",
-        "detected_method_label": "研究设计（自动识别，可调整）",
-        "method_detection_explanation": "系统根据论文题目和关键词在质性研究与问卷量化研究之间自动识别；未识别时默认质性研究，可手动调整。",
+        "detected_method_label": "研究设计（可调整）",
+        "method_detection_explanation": "默认为质性研究；生成前可根据需要调整为问卷量化研究。",
         "method_confirm_label": "调整研究设计",
         "method_confirm_placeholder": "请选择研究设计",
         "method_confirmation_required": "研究设计状态异常，请重新选择研究设计。",
@@ -519,14 +519,14 @@ TEXTS: dict[str, dict[str, str]] = {
         "download_asq_template": "📥 Download TXT Interview Template",
         "start_asq": "🚀 Start ASQ Generation",
         "research_materials_label": "Research Materials (Optional)",
-        "research_materials_help": "Supports PDF, TXT, DOC, DOCX, CSV, XLS, and XLSX. Uploaded files support paper generation; Research Design is identified from the Title and Keywords between Qualitative Research and Survey-Based Quantitative Research only.",
+        "research_materials_help": "Supports PDF, TXT, DOC, DOCX, CSV, XLS, and XLSX. Uploaded files support paper generation. Research Design defaults to Qualitative Research and can be adjusted to Survey-Based Quantitative Research.",
         "drop_research_materials": "Drag research materials here",
         "limit_research_materials": "Up to 1 GB per file · PDF, TXT, DOC, DOCX, CSV, XLS, XLSX",
         "material_document_use_label": "How should SmartPaper use the uploaded PDF/DOC/DOCX files?",
         "material_use_reference": "Use as reference literature",
         "material_use_research": "Use as research materials",
-        "detected_method_label": "Research Design (Auto-detected, Adjustable)",
-        "method_detection_explanation": "SmartPaper identifies the Research Design from the Title and Keywords using two supported options: Qualitative Research and Survey-Based Quantitative Research. If neither is clearly indicated, Qualitative Research is used by default. You can adjust the selection manually.",
+        "detected_method_label": "Research Design (Adjustable)",
+        "method_detection_explanation": "Qualitative Research is selected by default. Before generation, you can adjust the Research Design to Survey-Based Quantitative Research.",
         "method_confirm_label": "Adjust Research Design",
         "method_confirm_placeholder": "Select a Research Design",
         "method_confirmation_required": "The Research Design state is invalid. Please select a Research Design again.",
@@ -760,14 +760,14 @@ TEXTS: dict[str, dict[str, str]] = {
         "download_asq_template": "📥 Скачать TXT-шаблон интервью",
         "start_asq": "🚀 Запустить формирование в режиме ASQ",
         "research_materials_label": "Материалы исследования (необязательно)",
-        "research_materials_help": "Поддерживаются PDF, TXT, DOC, DOCX, CSV, XLS и XLSX. Загруженные файлы используются как дополнительные исследовательские или справочные материалы; дизайн исследования определяется по названию статьи и ключевым словам только между качественным исследованием и количественным исследованием на основе опроса.",
+        "research_materials_help": "Поддерживаются PDF, TXT, DOC, DOCX, CSV, XLS и XLSX. Загруженные файлы используются как дополнительные исследовательские или справочные материалы. По умолчанию выбрано качественное исследование; при необхо��имости дизайн можно изменить на количественное исследование на основе опроса.",
         "drop_research_materials": "Перетащите исследовательские материалы сюда",
         "limit_research_materials": "До 1 ГБ на файл · PDF, TXT, DOC, DOCX, CSV, XLS, XLSX",
         "material_document_use_label": "Как использовать загруженные файлы PDF/DOC/DOCX?",
         "material_use_reference": "Как научные источники",
         "material_use_research": "Как исследовательские материалы",
-        "detected_method_label": "Дизайн исследования (определяется автоматически, можно изменить)",
-        "method_detection_explanation": "SmartPaper определяет дизайн исследования по названию статьи и ключевым словам, выбирая между двумя поддерживаемыми вариантами: качественным исследованием и количественным исследованием на основе опроса. Если явных признаков нет, по умолчанию выбирается качественное исследование. Выбор можно изменить вручную.",
+        "detected_method_label": "Дизайн исследования (можно изменить)",
+        "method_detection_explanation": "По умолчанию выбрано качественное исследование. До начала генерации дизайн можно изменить на количественное исследование на основе опроса.",
         "method_confirm_label": "Изменить дизайн исследования",
         "method_confirm_placeholder": "Выберите дизайн исследования",
         "method_confirmation_required": "Некорректное состояние дизайна исследования. Выберите дизайн исследования повторно.",
@@ -1001,14 +1001,14 @@ TEXTS: dict[str, dict[str, str]] = {
         "download_asq_template": "📥 TXT сұхбат үлгісін жүктеу",
         "start_asq": "🚀 ASQ режимінде дайындауды бастау",
         "research_materials_label": "Зерттеу материалдары (міндетті емес)",
-        "research_materials_help": "PDF, TXT, DOC, DOCX, CSV, XLS және XLSX форматтары қолдау табады. Жүктелген файлдар қосымша зерттеу немесе анықтамалық материал ретінде пайдаланылады; зерттеу дизайны мақала тақырыбы мен кілт сөздер негізінде тек сапалық зерттеу мен сауалнамаға негізделген сандық зерттеу арасынан анықталады.",
+        "research_materials_help": "PDF, TXT, DOC, DOCX, CSV, XLS және XLSX форматтары қолдау табады. Жүктелген файлдар қосымша зерттеу немесе анықтамалық материал ретінде пайдаланылады. Әдепкі бойынша сапалық зерттеу таңдалады; қажет болса, дизайнды сауалнамаға негізделген сандық зерттеуге өзгертуге болады.",
         "drop_research_materials": "Зерттеу материалдарын осы жерге сүйреп әкеліңіз",
         "limit_research_materials": "Әр файлға 1 ГБ дейін · PDF, TXT, DOC, DOCX, CSV, XLS, XLSX",
         "material_document_use_label": "Жүктелген PDF/DOC/DOCX файлдарын қалай пайдалану керек?",
         "material_use_reference": "Ғылыми дереккөз ретінде",
         "material_use_research": "Зерттеу материалы ретінде",
-        "detected_method_label": "Зерттеу дизайны (автоматты түрде анықталады, өзгертуге болады)",
-        "method_detection_explanation": "SmartPaper мақала тақырыбы мен кілт сөздер негізінде екі қолдау көрсетілетін нұсқаның бірін анықтайды: сапалық зерттеу немесе сауалнамаға негізделген сандық зерттеу. Нақты белгі болмаса, әдепкі бойынша сапалық зерттеу таңдалады. Таңдауды қолмен өзгертуге болады.",
+        "detected_method_label": "Зерттеу дизайны (өзгертуге болады)",
+        "method_detection_explanation": "Әдепкі бойынша сапалық зерттеу таңдалады. Гене��ацияны бастамас бұрын зерттеу дизайнын сауалнамаға негізделген сандық зерттеуге өзгертуге болады.",
         "method_confirm_label": "Зерттеу дизайнын өзгерту",
         "method_confirm_placeholder": "Зерттеу дизайнын таңдаңыз",
         "method_confirmation_required": "Зерттеу дизайнының күйі жарамсыз. Зерттеу дизайнын қайта таңдаңыз.",