Analysis: unify templates into frameworks

README.md

@@ -99,11 +99,14 @@ After the conversation completes, the app runs post-conversation analysis and po
 - Bottom-up findings (emergent themes) with evidence
 - Top-down coding (care experience rubric + codebook categories) with evidence
 
-### Analysis templates (top-down codebook)
-
-- The top-down codebook categories are driven by an **analysis template** (stored in SQLite at `DB_PATH`).
-- The **active template is selected per run** using the dropdown next to the **📊 Analysis** header (AI-to-AI / Human-to-AI / Upload Text).
-- The **Configuration** panel is used to create/duplicate/delete templates and edit their category lists; selecting a template there is for editing/review only.
+### Analysis frameworks
+
+- An **analysis framework** (stored in SQLite at `DB_PATH`) defines:
+  - bottom-up instructions + attributes
+  - rubric attributes
+  - top-down attributes + codebook categories
+- The **active framework is selected per run** using the dropdown next to the **📊 Analysis** header (AI-to-AI / Human-to-AI / Upload Text).
+- The **Configuration** panel is used to create/duplicate/delete frameworks and edit them; selection there is for editing/review only.
 
 ### Human Chat (Human ↔ Surveyor)
 

backend/api/analysis_routes.py

@@ -34,7 +34,7 @@ class AnalyzeTextRequest(BaseModel):
     source_name: Optional[str] = Field(default=None, description="Optional label for the uploaded/pasted source")
     analysis_attributes: Optional[List[str]] = Field(
         default=None,
-        description="Plain-language analysis agent attributes compiled into the analysis system prompt",
+        description="(Deprecated) analysis attributes are now configured per-pass server-side",
     )
     top_down_codebook_template_id: Optional[str] = Field(
         default=None,
@@ -151,7 +151,6 @@ async def _analyze_from_text(
         ))
 
     store = get_persona_store()
-    effective_analysis_attributes = await store.get_setting("analysis_attributes")
     effective_analysis_system_prompt = await store.get_setting("analysis_system_prompt")
     override = top_down_codebook_template_id.strip() if isinstance(top_down_codebook_template_id, str) else ""
     template_id = await store.get_setting("top_down_codebook_template_id")
@@ -159,14 +158,19 @@ async def _analyze_from_text(
     template_record = await store.get_analysis_template(override, include_deleted=False) if override else None
     if not template_record and template_id_str:
         template_record = await store.get_analysis_template(template_id_str, include_deleted=False)
+    if not template_record and template_id_str:
+        raise HTTPException(status_code=500, detail="Default analysis framework template not found")
     resources = await run_resource_agent_analysis(
         transcript=transcript,
         llm_backend=settings.llm.backend,
         host=settings.llm.host,
         model=settings.llm.model,
         settings=settings,
-        analysis_attributes=effective_analysis_attributes,
         analysis_system_prompt=effective_analysis_system_prompt if isinstance(effective_analysis_system_prompt, str) else None,
+        bottom_up_instructions=template_record.bottom_up_instructions if template_record else None,
+        bottom_up_attributes=template_record.bottom_up_attributes if template_record else None,
+        rubric_attributes=template_record.rubric_attributes if template_record else None,
+        top_down_attributes=template_record.top_down_attributes if template_record else None,
         top_down_template_id=template_record.template_id if template_record else template_id_str,
         top_down_template_version_id=template_record.current_version_id if template_record else "",
         top_down_template_categories=template_record.categories if template_record else [],
@@ -191,7 +195,10 @@ async def _analyze_from_text(
             },
             "analysis": {
                 "analysis_system_prompt": effective_analysis_system_prompt if isinstance(effective_analysis_system_prompt, str) else None,
-                "analysis_attributes": effective_analysis_attributes,
+                "bottom_up_instructions": template_record.bottom_up_instructions if template_record else None,
+                "bottom_up_attributes": template_record.bottom_up_attributes if template_record else None,
+                "rubric_attributes": template_record.rubric_attributes if template_record else None,
+                "top_down_attributes": template_record.top_down_attributes if template_record else None,
                 "top_down_codebook_template_id": template_record.template_id if template_record else template_id_str,
                 "top_down_codebook_template_version_id": template_record.current_version_id if template_record else "",
                 "top_down_codebook_template_snapshot": template_record.categories if template_record else [],

backend/api/analysis_template_routes.py

@@ -1,4 +1,4 @@
-"""Top-down codebook analysis templates (CRUD)."""
+"""Analysis frameworks (bottom-up + rubric + top-down) templates (CRUD)."""
 
 from __future__ import annotations
 
@@ -10,6 +10,12 @@ from fastapi import APIRouter, HTTPException
 from pydantic import BaseModel, Field
 
 from .storage_service import get_persona_store
+from backend.core.analysis_knobs import (
+    DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+    DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_ATTRIBUTES,
+    DEFAULT_TOP_DOWN_ATTRIBUTES,
+)
 from backend.core.default_analysis_templates import DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE, default_top_down_categories
 
 router = APIRouter(prefix="", tags=["analysis-templates"])
@@ -60,6 +66,10 @@ class AnalysisTemplateDetailResponse(BaseModel):
     name: str
     is_default: bool = False
     version_id: str
+    bottom_up_instructions: str = ""
+    bottom_up_attributes: List[str] = Field(default_factory=list)
+    rubric_attributes: List[str] = Field(default_factory=list)
+    top_down_attributes: List[str] = Field(default_factory=list)
     categories: List[Dict[str, str]] = Field(default_factory=list)
 
 
@@ -69,6 +79,10 @@ class CreateAnalysisTemplateRequest(BaseModel):
 
 
 class UpdateAnalysisTemplateRequest(BaseModel):
+    bottom_up_instructions: Optional[str] = None
+    bottom_up_attributes: Optional[List[str]] = None
+    rubric_attributes: Optional[List[str]] = None
+    top_down_attributes: Optional[List[str]] = None
     categories: List[Dict[str, str]] = Field(default_factory=list)
 
 
@@ -99,6 +113,10 @@ async def get_template(template_id: str) -> AnalysisTemplateDetailResponse:
                 await store.upsert_default_analysis_template(
                     template_id=default_id,
                     name=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("name") or "Default top-down codebook (v1)"),
+                    bottom_up_instructions=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("bottom_up_instructions") or DEFAULT_BOTTOM_UP_INSTRUCTIONS),
+                    bottom_up_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("bottom_up_attributes") or DEFAULT_BOTTOM_UP_ATTRIBUTES),  # type: ignore[list-item]
+                    rubric_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("rubric_attributes") or DEFAULT_RUBRIC_ATTRIBUTES),  # type: ignore[list-item]
+                    top_down_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("top_down_attributes") or DEFAULT_TOP_DOWN_ATTRIBUTES),  # type: ignore[list-item]
                     categories=default_top_down_categories(),
                 )
             except Exception:
@@ -111,6 +129,10 @@ async def get_template(template_id: str) -> AnalysisTemplateDetailResponse:
         name=record.name,
         is_default=record.is_default,
         version_id=record.current_version_id,
+        bottom_up_instructions=record.bottom_up_instructions,
+        bottom_up_attributes=record.bottom_up_attributes,
+        rubric_attributes=record.rubric_attributes,
+        top_down_attributes=record.top_down_attributes,
         categories=record.categories,
     )
 
@@ -123,16 +145,28 @@ async def create_template(payload: CreateAnalysisTemplateRequest) -> AnalysisTem
 
     store = get_persona_store()
     categories: List[Dict[str, str]] = []
+    bottom_up_instructions = DEFAULT_BOTTOM_UP_INSTRUCTIONS
+    bottom_up_attributes = list(DEFAULT_BOTTOM_UP_ATTRIBUTES)
+    rubric_attributes = list(DEFAULT_RUBRIC_ATTRIBUTES)
+    top_down_attributes = list(DEFAULT_TOP_DOWN_ATTRIBUTES)
     if payload.clone_from_template_id:
         src = await store.get_analysis_template(payload.clone_from_template_id, include_deleted=False)
         if not src:
             raise HTTPException(status_code=404, detail="clone_from_template_id not found")
         categories = src.categories
+        bottom_up_instructions = src.bottom_up_instructions
+        bottom_up_attributes = list(src.bottom_up_attributes)
+        rubric_attributes = list(src.rubric_attributes)
+        top_down_attributes = list(src.top_down_attributes)
     if not categories:
         categories = [{"category_id": "category_1", "label": "New category"}]
 
     template_id, version_id = await store.create_analysis_template(
         name=name,
+        bottom_up_instructions=bottom_up_instructions,
+        bottom_up_attributes=bottom_up_attributes,
+        rubric_attributes=rubric_attributes,
+        top_down_attributes=top_down_attributes,
         categories=_normalize_categories(categories),
         is_default=False,
     )
@@ -144,6 +178,10 @@ async def create_template(payload: CreateAnalysisTemplateRequest) -> AnalysisTem
         name=record.name,
         is_default=record.is_default,
         version_id=record.current_version_id,
+        bottom_up_instructions=record.bottom_up_instructions,
+        bottom_up_attributes=record.bottom_up_attributes,
+        rubric_attributes=record.rubric_attributes,
+        top_down_attributes=record.top_down_attributes,
         categories=record.categories,
     )
 
@@ -161,8 +199,20 @@ async def update_template(template_id: str, payload: UpdateAnalysisTemplateReque
     if not categories:
         raise HTTPException(status_code=400, detail="categories are required")
 
+    bottom_up_instructions = payload.bottom_up_instructions if isinstance(payload.bottom_up_instructions, str) else record.bottom_up_instructions
+    bottom_up_attributes = payload.bottom_up_attributes if isinstance(payload.bottom_up_attributes, list) else record.bottom_up_attributes
+    rubric_attributes = payload.rubric_attributes if isinstance(payload.rubric_attributes, list) else record.rubric_attributes
+    top_down_attributes = payload.top_down_attributes if isinstance(payload.top_down_attributes, list) else record.top_down_attributes
+
     try:
-        await store.update_analysis_template(template_id=template_id, categories=categories)
+        await store.update_analysis_template(
+            template_id=template_id,
+            bottom_up_instructions=bottom_up_instructions,
+            bottom_up_attributes=bottom_up_attributes,
+            rubric_attributes=rubric_attributes,
+            top_down_attributes=top_down_attributes,
+            categories=categories,
+        )
     except PermissionError as e:
         raise HTTPException(status_code=403, detail=str(e))
     except ValueError as e:
@@ -176,6 +226,10 @@ async def update_template(template_id: str, payload: UpdateAnalysisTemplateReque
         name=updated.name,
         is_default=updated.is_default,
         version_id=updated.current_version_id,
+        bottom_up_instructions=updated.bottom_up_instructions,
+        bottom_up_attributes=updated.bottom_up_attributes,
+        rubric_attributes=updated.rubric_attributes,
+        top_down_attributes=updated.top_down_attributes,
         categories=updated.categories,
     )
 

backend/api/conversation_routes.py

@@ -28,7 +28,7 @@ class StartConversationRequest(BaseModel):
     )
     analysis_attributes: Optional[List[str]] = Field(
         default=None,
-        description="Plain-language analysis agent attributes compiled into the analysis system prompt",
+        description="(Deprecated, ignored) Legacy analysis attributes. Analysis behavior is controlled via /api/settings (bottom_up_instructions, bottom_up_attributes, rubric_attributes, top_down_attributes).",
     )
     surveyor_system_prompt: Optional[str] = Field(
         default=None,

backend/api/conversation_service.py

@@ -46,7 +46,13 @@ from .storage_service import get_persona_store  # noqa: E402
 from backend.storage import RunRecord  # noqa: E402
 from backend.core.surveyor_knobs import compile_surveyor_attributes_overlay, compile_question_bank_overlay  # noqa: E402
 from backend.core.patient_knobs import compile_patient_attributes_overlay  # noqa: E402
-from backend.core.analysis_knobs import compile_analysis_rules_block  # noqa: E402
+from backend.core.analysis_knobs import (
+    compile_analysis_rules_block,
+    DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+    DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_ATTRIBUTES,
+    DEFAULT_TOP_DOWN_ATTRIBUTES,
+)  # noqa: E402
 from backend.core.universal_prompts import DEFAULT_PATIENT_SYSTEM_PROMPT, DEFAULT_SURVEYOR_SYSTEM_PROMPT  # noqa: E402
 
 # Setup logging
@@ -96,8 +102,11 @@ async def run_resource_agent_analysis(
     host: str,
     model: str,
     settings: AppSettings,
-    analysis_attributes: Optional[List[str]] = None,
     analysis_system_prompt: Optional[str] = None,
+    bottom_up_instructions: Optional[str] = None,
+    bottom_up_attributes: Optional[List[str]] = None,
+    rubric_attributes: Optional[List[str]] = None,
+    top_down_attributes: Optional[List[str]] = None,
     top_down_template_id: Optional[str] = None,
     top_down_template_version_id: Optional[str] = None,
     top_down_template_categories: Optional[List[Dict[str, str]]] = None,
@@ -154,7 +163,26 @@ async def run_resource_agent_analysis(
             "health survey conversation between a surveyor and a patient. Your task is to extract "
             "post-hoc insights as strict JSON for a UI."
         )
-    system_prompt = (base + "\n\n" + compile_analysis_rules_block(analysis_attributes)).strip()
+    common_system_prompt = base.strip()
+
+    resolved_bottom_instructions = (bottom_up_instructions or "").strip() or DEFAULT_BOTTOM_UP_INSTRUCTIONS
+    bottom_system_prompt = (
+        common_system_prompt
+        + "\n\nBottom-up analysis instructions:\n"
+        + resolved_bottom_instructions.strip()
+        + "\n\n"
+        + compile_analysis_rules_block(bottom_up_attributes, defaults=DEFAULT_BOTTOM_UP_ATTRIBUTES)
+    ).strip()
+    rubric_system_prompt = (
+        common_system_prompt
+        + "\n\n"
+        + compile_analysis_rules_block(rubric_attributes, defaults=DEFAULT_RUBRIC_ATTRIBUTES)
+    ).strip()
+    top_down_system_prompt = (
+        common_system_prompt
+        + "\n\n"
+        + compile_analysis_rules_block(top_down_attributes, defaults=DEFAULT_TOP_DOWN_ATTRIBUTES)
+    ).strip()
 
     template_categories = top_down_template_categories or []
     template_categories = [
@@ -284,7 +312,7 @@ async def run_resource_agent_analysis(
         await _phase("top_down", "pending")
 
         await _phase("bottom_up", "running")
-        bottom_raw = await client.generate(prompt=_bottom_up_prompt(), system_prompt=system_prompt, temperature=0.2)
+        bottom_raw = await client.generate(prompt=_bottom_up_prompt(), system_prompt=bottom_system_prompt, temperature=0.2)
         bottom = json.loads(bottom_raw) if isinstance(bottom_raw, str) else {}
         for item in (bottom.get("health_situations", []) or []):
             normalized = _normalize_confidence(item.get("confidence"))
@@ -299,7 +327,7 @@ async def run_resource_agent_analysis(
         await _phase("bottom_up", "complete")
 
         await _phase("rubric", "running")
-        rubric_raw = await client.generate(prompt=_rubric_prompt(), system_prompt=system_prompt, temperature=0.2)
+        rubric_raw = await client.generate(prompt=_rubric_prompt(), system_prompt=rubric_system_prompt, temperature=0.2)
         rubric = json.loads(rubric_raw) if isinstance(rubric_raw, str) else {}
         care_experience = rubric.get("care_experience") or {}
         for key in ("positive", "mixed", "negative", "neutral"):
@@ -314,7 +342,7 @@ async def run_resource_agent_analysis(
         await _phase("rubric", "complete")
 
         await _phase("top_down", "running")
-        top_raw = await client.generate(prompt=_top_down_prompt(), system_prompt=system_prompt, temperature=0.2)
+        top_raw = await client.generate(prompt=_top_down_prompt(), system_prompt=top_down_system_prompt, temperature=0.2)
         top = json.loads(top_raw) if isinstance(top_raw, str) else {}
 
         td_book = top.get("top_down_codebook")
@@ -391,7 +419,10 @@ class ConversationInfo:
     surveyor_system_prompt: str = ""
     patient_system_prompt: str = ""
     analysis_system_prompt: str = ""
-    analysis_attributes: List[str] = field(default_factory=list)
+    bottom_up_instructions: str = ""
+    bottom_up_attributes: List[str] = field(default_factory=list)
+    rubric_attributes: List[str] = field(default_factory=list)
+    top_down_attributes: List[str] = field(default_factory=list)
     top_down_template_id: str = ""
     top_down_template_version_id: str = ""
     top_down_template_categories: List[Dict[str, str]] = field(default_factory=list)
@@ -416,7 +447,10 @@ class HumanChatInfo:
     surveyor_system_prompt: str = ""
     patient_system_prompt: str = ""
     analysis_system_prompt: str = ""
-    analysis_attributes: List[str] = field(default_factory=list)
+    bottom_up_instructions: str = ""
+    bottom_up_attributes: List[str] = field(default_factory=list)
+    rubric_attributes: List[str] = field(default_factory=list)
+    top_down_attributes: List[str] = field(default_factory=list)
     top_down_template_id: str = ""
     top_down_template_version_id: str = ""
     top_down_template_categories: List[Dict[str, str]] = field(default_factory=list)
@@ -485,6 +519,10 @@ class ConversationService:
                 return {
                     "template_id": record.template_id,
                     "template_version_id": record.current_version_id,
+                    "bottom_up_instructions": record.bottom_up_instructions,
+                    "bottom_up_attributes": list(record.bottom_up_attributes),
+                    "rubric_attributes": list(record.rubric_attributes),
+                    "top_down_attributes": list(record.top_down_attributes),
                     "categories": record.categories,
                 }
 
@@ -495,9 +533,21 @@ class ConversationService:
             return {
                 "template_id": record.template_id,
                 "template_version_id": record.current_version_id,
+                "bottom_up_instructions": record.bottom_up_instructions,
+                "bottom_up_attributes": list(record.bottom_up_attributes),
+                "rubric_attributes": list(record.rubric_attributes),
+                "top_down_attributes": list(record.top_down_attributes),
                 "categories": record.categories,
             }
-        return {"template_id": template_id_str, "template_version_id": "", "categories": []}
+        return {
+            "template_id": template_id_str,
+            "template_version_id": "",
+            "bottom_up_instructions": DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+            "bottom_up_attributes": list(DEFAULT_BOTTOM_UP_ATTRIBUTES),
+            "rubric_attributes": list(DEFAULT_RUBRIC_ATTRIBUTES),
+            "top_down_attributes": list(DEFAULT_TOP_DOWN_ATTRIBUTES),
+            "categories": [],
+        }
 
     async def start_human_chat(
         self,
@@ -509,7 +559,7 @@ class ConversationService:
         patient_attributes: Optional[List[str]] = None,  # deprecated (persona content is DB-canonical)
         surveyor_system_prompt: Optional[str] = None,  # deprecated (DB-canonical)
         patient_system_prompt: Optional[str] = None,  # deprecated (DB-canonical)
-        analysis_attributes: Optional[List[str]] = None,  # deprecated (DB-canonical)
+        analysis_attributes: Optional[List[str]] = None,  # deprecated legacy field (ignore)
         surveyor_attributes: Optional[List[str]] = None,
         surveyor_question_bank: Optional[str] = None,
         ai_role: Optional[str] = None,
@@ -537,12 +587,23 @@ class ConversationService:
         sp = await store.get_setting("surveyor_system_prompt")
         pp = await store.get_setting("patient_system_prompt")
         asp = await store.get_setting("analysis_system_prompt")
-        ap = await store.get_setting("analysis_attributes")
         resolved_surveyor_prompt = sp if isinstance(sp, str) and sp.strip() else DEFAULT_SURVEYOR_SYSTEM_PROMPT
         resolved_patient_prompt = pp if isinstance(pp, str) and pp.strip() else DEFAULT_PATIENT_SYSTEM_PROMPT
         resolved_analysis_prompt = asp if isinstance(asp, str) and asp.strip() else ""
-        resolved_analysis_attrs = [s.strip() for s in ap if isinstance(ap, str) and s.strip()] if isinstance(ap, list) else []
         template = await self._resolve_top_down_template(top_down_codebook_template_id)
+        resolved_bottom_instructions = str(template.get("bottom_up_instructions") or "").strip() or DEFAULT_BOTTOM_UP_INSTRUCTIONS
+        bua = template.get("bottom_up_attributes")
+        ra = template.get("rubric_attributes")
+        tda = template.get("top_down_attributes")
+        resolved_bottom_attrs = [s.strip() for s in bua if isinstance(s, str) and s.strip()] if isinstance(bua, list) else []
+        resolved_rubric_attrs = [s.strip() for s in ra if isinstance(s, str) and s.strip()] if isinstance(ra, list) else []
+        resolved_top_down_attrs = [s.strip() for s in tda if isinstance(s, str) and s.strip()] if isinstance(tda, list) else []
+        if not resolved_bottom_attrs:
+            resolved_bottom_attrs = list(DEFAULT_BOTTOM_UP_ATTRIBUTES)
+        if not resolved_rubric_attrs:
+            resolved_rubric_attrs = list(DEFAULT_RUBRIC_ATTRIBUTES)
+        if not resolved_top_down_attrs:
+            resolved_top_down_attrs = list(DEFAULT_TOP_DOWN_ATTRIBUTES)
 
         chat_info = HumanChatInfo(
             conversation_id=conversation_id,
@@ -554,7 +615,10 @@ class ConversationService:
             surveyor_system_prompt=resolved_surveyor_prompt,
             patient_system_prompt=resolved_patient_prompt,
             analysis_system_prompt=resolved_analysis_prompt,
-            analysis_attributes=resolved_analysis_attrs,
+            bottom_up_instructions=resolved_bottom_instructions,
+            bottom_up_attributes=resolved_bottom_attrs,
+            rubric_attributes=resolved_rubric_attrs,
+            top_down_attributes=resolved_top_down_attrs,
             top_down_template_id=str(template.get("template_id") or ""),
             top_down_template_version_id=str(template.get("template_version_id") or ""),
             top_down_template_categories=list(template.get("categories") or []),
@@ -863,7 +927,7 @@ class ConversationService:
                                patient_attributes: Optional[List[str]] = None,  # deprecated (DB-canonical)
                                surveyor_system_prompt: Optional[str] = None,  # deprecated (DB-canonical)
                                patient_system_prompt: Optional[str] = None,  # deprecated (DB-canonical)
-                               analysis_attributes: Optional[List[str]] = None,  # deprecated (DB-canonical)
+                               analysis_attributes: Optional[List[str]] = None,  # deprecated legacy field (ignore)
                                surveyor_attributes: Optional[List[str]] = None,
                                surveyor_question_bank: Optional[str] = None,
                                top_down_codebook_template_id: Optional[str] = None) -> bool:
@@ -904,12 +968,23 @@ class ConversationService:
             sp = await store.get_setting("surveyor_system_prompt")
             pp = await store.get_setting("patient_system_prompt")
             asp = await store.get_setting("analysis_system_prompt")
-            ap = await store.get_setting("analysis_attributes")
             resolved_surveyor_prompt = sp if isinstance(sp, str) and sp.strip() else DEFAULT_SURVEYOR_SYSTEM_PROMPT
             resolved_patient_prompt = pp if isinstance(pp, str) and pp.strip() else DEFAULT_PATIENT_SYSTEM_PROMPT
             resolved_analysis_prompt = asp if isinstance(asp, str) and asp.strip() else ""
-            resolved_analysis_attrs = [s.strip() for s in ap if isinstance(ap, str) and s.strip()] if isinstance(ap, list) else []
             template = await self._resolve_top_down_template(top_down_codebook_template_id)
+            resolved_bottom_instructions = str(template.get("bottom_up_instructions") or "").strip() or DEFAULT_BOTTOM_UP_INSTRUCTIONS
+            bua = template.get("bottom_up_attributes")
+            ra = template.get("rubric_attributes")
+            tda = template.get("top_down_attributes")
+            resolved_bottom_attrs = [s.strip() for s in bua if isinstance(s, str) and s.strip()] if isinstance(bua, list) else []
+            resolved_rubric_attrs = [s.strip() for s in ra if isinstance(s, str) and s.strip()] if isinstance(ra, list) else []
+            resolved_top_down_attrs = [s.strip() for s in tda if isinstance(s, str) and s.strip()] if isinstance(tda, list) else []
+            if not resolved_bottom_attrs:
+                resolved_bottom_attrs = list(DEFAULT_BOTTOM_UP_ATTRIBUTES)
+            if not resolved_rubric_attrs:
+                resolved_rubric_attrs = list(DEFAULT_RUBRIC_ATTRIBUTES)
+            if not resolved_top_down_attrs:
+                resolved_top_down_attrs = list(DEFAULT_TOP_DOWN_ATTRIBUTES)
 
             # Create conversation info
             conv_info = ConversationInfo(
@@ -922,7 +997,10 @@ class ConversationService:
                 surveyor_system_prompt=resolved_surveyor_prompt,
                 patient_system_prompt=resolved_patient_prompt,
                 analysis_system_prompt=resolved_analysis_prompt,
-                analysis_attributes=resolved_analysis_attrs,
+                bottom_up_instructions=resolved_bottom_instructions,
+                bottom_up_attributes=resolved_bottom_attrs,
+                rubric_attributes=resolved_rubric_attrs,
+                top_down_attributes=resolved_top_down_attrs,
                 top_down_template_id=str(template.get("template_id") or ""),
                 top_down_template_version_id=str(template.get("template_version_id") or ""),
                 top_down_template_categories=list(template.get("categories") or []),
@@ -1208,8 +1286,11 @@ class ConversationService:
                 host=conv_info.host,
                 model=conv_info.model,
                 settings=self.settings,
-                analysis_attributes=getattr(conv_info, "analysis_attributes", None),
                 analysis_system_prompt=getattr(conv_info, "analysis_system_prompt", None),
+                bottom_up_instructions=getattr(conv_info, "bottom_up_instructions", None),
+                bottom_up_attributes=getattr(conv_info, "bottom_up_attributes", None),
+                rubric_attributes=getattr(conv_info, "rubric_attributes", None),
+                top_down_attributes=getattr(conv_info, "top_down_attributes", None),
                 top_down_template_id=getattr(conv_info, "top_down_template_id", None),
                 top_down_template_version_id=getattr(conv_info, "top_down_template_version_id", None),
                 top_down_template_categories=getattr(conv_info, "top_down_template_categories", None),
@@ -1263,7 +1344,10 @@ class ConversationService:
                     },
                     "analysis": {
                         "analysis_system_prompt": getattr(conv_info, "analysis_system_prompt", None),
-                        "analysis_attributes": getattr(conv_info, "analysis_attributes", None),
+                        "bottom_up_instructions": getattr(conv_info, "bottom_up_instructions", None),
+                        "bottom_up_attributes": getattr(conv_info, "bottom_up_attributes", None),
+                        "rubric_attributes": getattr(conv_info, "rubric_attributes", None),
+                        "top_down_attributes": getattr(conv_info, "top_down_attributes", None),
                         "top_down_codebook_template_id": getattr(conv_info, "top_down_template_id", None),
                         "top_down_codebook_template_version_id": getattr(conv_info, "top_down_template_version_id", None),
                         "top_down_codebook_template_snapshot": getattr(conv_info, "top_down_template_categories", None),

backend/api/persona_routes.py

@@ -11,7 +11,7 @@ from backend.core.persona_system import get_persona_system
 from .storage_service import get_persona_store, refresh_persona_cache
 from .conversation_service import get_conversation_service
 from backend.core.universal_prompts import DEFAULT_PATIENT_SYSTEM_PROMPT, DEFAULT_SURVEYOR_SYSTEM_PROMPT, DEFAULT_ANALYSIS_SYSTEM_PROMPT
-from backend.core.analysis_knobs import DEFAULT_ANALYSIS_ATTRIBUTES
+from backend.core.default_analysis_templates import DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE
 
 router = APIRouter(prefix="", tags=["personas"])
 
@@ -51,7 +51,6 @@ class SettingsResponse(BaseModel):
     surveyor_system_prompt: str
     patient_system_prompt: str
     analysis_system_prompt: str
-    analysis_attributes: List[str]
     top_down_codebook_template_id: str
 
 
@@ -59,7 +58,6 @@ class UpdateSettingsRequest(BaseModel):
     surveyor_system_prompt: Optional[str] = None
     patient_system_prompt: Optional[str] = None
     analysis_system_prompt: Optional[str] = None
-    analysis_attributes: Optional[List[str]] = None
     top_down_codebook_template_id: Optional[str] = None
 
 
@@ -69,8 +67,7 @@ async def get_settings_defaults() -> SettingsResponse:
         surveyor_system_prompt=DEFAULT_SURVEYOR_SYSTEM_PROMPT,
         patient_system_prompt=DEFAULT_PATIENT_SYSTEM_PROMPT,
         analysis_system_prompt=DEFAULT_ANALYSIS_SYSTEM_PROMPT,
-        analysis_attributes=list(DEFAULT_ANALYSIS_ATTRIBUTES),
-        top_down_codebook_template_id="top_down_v1",
+        top_down_codebook_template_id=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("template_id") or "top_down_v1"),
     )
 
 
@@ -246,13 +243,11 @@ async def get_settings() -> SettingsResponse:
     sp = await store.get_setting("surveyor_system_prompt")
     pp = await store.get_setting("patient_system_prompt")
     asp = await store.get_setting("analysis_system_prompt")
-    ap = await store.get_setting("analysis_attributes")
     td = await store.get_setting("top_down_codebook_template_id")
     return SettingsResponse(
         surveyor_system_prompt=sp if isinstance(sp, str) else "",
         patient_system_prompt=pp if isinstance(pp, str) else "",
         analysis_system_prompt=asp if isinstance(asp, str) else "",
-        analysis_attributes=[s for s in ap if isinstance(ap, str)] if isinstance(ap, list) else [],
         top_down_codebook_template_id=td if isinstance(td, str) else "",
     )
 
@@ -266,11 +261,6 @@ async def update_settings(payload: UpdateSettingsRequest) -> SettingsResponse:
         await store.upsert_setting("patient_system_prompt", str(payload.patient_system_prompt))
     if payload.analysis_system_prompt is not None:
         await store.upsert_setting("analysis_system_prompt", str(payload.analysis_system_prompt))
-    if payload.analysis_attributes is not None:
-        await store.upsert_setting(
-            "analysis_attributes",
-            [s.strip() for s in (payload.analysis_attributes or []) if isinstance(s, str) and s.strip()],
-        )
     if payload.top_down_codebook_template_id is not None:
         await store.upsert_setting("top_down_codebook_template_id", str(payload.top_down_codebook_template_id))
     return await get_settings()

backend/core/analysis_knobs.py

@@ -1,18 +1,41 @@
 from __future__ import annotations
 
-from typing import Any, List
+from typing import Any, List, Optional
 
 
-DEFAULT_ANALYSIS_ATTRIBUTES: List[str] = [
+DEFAULT_BOTTOM_UP_INSTRUCTIONS: str = (
+    "You are performing bottom-up thematic analysis. Identify the most prominent themes in the conversation, with no a priori concepts; the themes are emergent from the text."
+)
+
+
+DEFAULT_BOTTOM_UP_ATTRIBUTES: List[str] = [
     "Use ONLY the provided transcript.",
     "Output MUST be valid JSON only (no markdown, no backticks).",
     "Evidence must be selected from the provided evidence catalog by evidence_id.",
     "Do NOT invent quotes. Do NOT paraphrase evidence. Cite by evidence_id only.",
-    "For care experience: do not duplicate the same evidence_id across positive/negative/mixed/neutral. If a sentence supports both positive and negative interpretations, put it in care_experience.mixed.",
     "confidence must be a number between 0 and 1.",
+    "Prefer fewer, higher-confidence items.",
     "For health_situations: include a short code label (1-3 words) in addition to the longer summary.",
-    "For top_down_codebook categories: include a short code label (1-3 words) and cite evidence.",
+]
+
+DEFAULT_RUBRIC_ATTRIBUTES: List[str] = [
+    "Use ONLY the provided transcript.",
+    "Output MUST be valid JSON only (no markdown, no backticks).",
+    "Evidence must be selected from the provided evidence catalog by evidence_id.",
+    "Do NOT invent quotes. Do NOT paraphrase evidence. Cite by evidence_id only.",
+    "confidence must be a number between 0 and 1.",
     "Prefer fewer, higher-confidence items.",
+    "For care experience: do not duplicate the same evidence_id across positive/negative/mixed/neutral. If a sentence supports both positive and negative interpretations, put it in care_experience.mixed.",
+]
+
+DEFAULT_TOP_DOWN_ATTRIBUTES: List[str] = [
+    "Use ONLY the provided transcript.",
+    "Output MUST be valid JSON only (no markdown, no backticks).",
+    "Evidence must be selected from the provided evidence catalog by evidence_id.",
+    "Do NOT invent quotes. Do NOT paraphrase evidence. Cite by evidence_id only.",
+    "confidence must be a number between 0 and 1.",
+    "Prefer fewer, higher-confidence items.",
+    "For top_down_codebook categories: include a short code label (1-3 words) and cite evidence.",
 ]
 
 
@@ -29,9 +52,9 @@ def normalize_analysis_attributes(attributes: Any) -> List[str]:
     return cleaned
 
 
-def compile_analysis_rules_block(attributes: Any) -> str:
+def compile_analysis_rules_block(attributes: Any, *, defaults: Optional[List[str]] = None) -> str:
     rules = normalize_analysis_attributes(attributes)
     if not rules:
-        rules = DEFAULT_ANALYSIS_ATTRIBUTES
+        rules = list(defaults or [])
     bullets = "\n".join(f"- {line}" for line in rules)
     return "Rules:\n" + bullets + "\n"

backend/core/default_analysis_templates.py

@@ -2,10 +2,20 @@ from __future__ import annotations
 
 from typing import Dict, List
 
+from backend.core.analysis_knobs import (
+    DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+    DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_ATTRIBUTES,
+    DEFAULT_TOP_DOWN_ATTRIBUTES,
+)
 
 DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE: Dict[str, object] = {
     "template_id": "top_down_v1",
     "name": "Default top-down codebook (v1)",
+    "bottom_up_instructions": DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+    "bottom_up_attributes": list(DEFAULT_BOTTOM_UP_ATTRIBUTES),
+    "rubric_attributes": list(DEFAULT_RUBRIC_ATTRIBUTES),
+    "top_down_attributes": list(DEFAULT_TOP_DOWN_ATTRIBUTES),
     "categories": [
         {"category_id": "symptoms_concerns", "label": "Symptoms/concerns"},
         {"category_id": "daily_management", "label": "Daily management"},
@@ -20,4 +30,3 @@ def default_top_down_categories() -> List[Dict[str, str]]:
     if isinstance(cats, list):
         return [c for c in cats if isinstance(c, dict)]  # type: ignore[return-value]
     return []
-

backend/core/persona_seed.py

@@ -4,7 +4,12 @@ from typing import Any, Dict, List
 
 from backend.core.default_personas import DEFAULT_PATIENT_PERSONAS, DEFAULT_SURVEYOR_PERSONAS
 from backend.core.universal_prompts import DEFAULT_PATIENT_SYSTEM_PROMPT, DEFAULT_SURVEYOR_SYSTEM_PROMPT, DEFAULT_ANALYSIS_SYSTEM_PROMPT
-from backend.core.analysis_knobs import DEFAULT_ANALYSIS_ATTRIBUTES
+from backend.core.analysis_knobs import (
+    DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+    DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_ATTRIBUTES,
+    DEFAULT_TOP_DOWN_ATTRIBUTES,
+)
 from backend.core.default_analysis_templates import DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE, default_top_down_categories
 from backend.storage.sqlite_persona_store import SQLitePersonaStore
 
@@ -19,10 +24,6 @@ async def seed_defaults_overwrite(*, store: SQLitePersonaStore) -> None:
     if not (isinstance(existing_patient_prompt, str) and existing_patient_prompt.strip()):
         await store.upsert_setting("patient_system_prompt", DEFAULT_PATIENT_SYSTEM_PROMPT)
 
-    existing_analysis_attrs = await store.get_setting("analysis_attributes")
-    if not (isinstance(existing_analysis_attrs, list) and any(isinstance(x, str) and x.strip() for x in existing_analysis_attrs)):
-        await store.upsert_setting("analysis_attributes", DEFAULT_ANALYSIS_ATTRIBUTES)
-
     existing_analysis_prompt = await store.get_setting("analysis_system_prompt")
     if not (isinstance(existing_analysis_prompt, str) and existing_analysis_prompt.strip()):
         await store.upsert_setting("analysis_system_prompt", DEFAULT_ANALYSIS_SYSTEM_PROMPT)
@@ -34,6 +35,10 @@ async def seed_defaults_overwrite(*, store: SQLitePersonaStore) -> None:
         await store.upsert_default_analysis_template(
             template_id=template_id,
             name=template_name,
+            bottom_up_instructions=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("bottom_up_instructions") or DEFAULT_BOTTOM_UP_INSTRUCTIONS),
+            bottom_up_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("bottom_up_attributes") or DEFAULT_BOTTOM_UP_ATTRIBUTES),  # type: ignore[list-item]
+            rubric_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("rubric_attributes") or DEFAULT_RUBRIC_ATTRIBUTES),  # type: ignore[list-item]
+            top_down_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("top_down_attributes") or DEFAULT_TOP_DOWN_ATTRIBUTES),  # type: ignore[list-item]
             categories=default_top_down_categories(),
         )
     except Exception as e:
@@ -46,6 +51,33 @@ async def seed_defaults_overwrite(*, store: SQLitePersonaStore) -> None:
     if not (isinstance(active_template, str) and active_template.strip()):
         await store.upsert_setting("top_down_codebook_template_id", template_id)
 
+    # Migrate older analysis templates (created before bottom-up/rubric/top-down settings were part of the template content)
+    # by writing a new version that includes the new fields (keeps categories as-is).
+    try:
+        templates = await store.list_analysis_template_records(include_deleted=False)
+        for t in templates:
+            needs = (
+                not isinstance(t.bottom_up_instructions, str)
+                or not t.bottom_up_instructions.strip()
+                or not (isinstance(t.bottom_up_attributes, list) and any(isinstance(x, str) and x.strip() for x in t.bottom_up_attributes))
+                or not (isinstance(t.rubric_attributes, list) and any(isinstance(x, str) and x.strip() for x in t.rubric_attributes))
+                or not (isinstance(t.top_down_attributes, list) and any(isinstance(x, str) and x.strip() for x in t.top_down_attributes))
+            )
+            if not needs:
+                continue
+            await store.update_analysis_template(
+                template_id=t.template_id,
+                bottom_up_instructions=t.bottom_up_instructions.strip() if isinstance(t.bottom_up_instructions, str) and t.bottom_up_instructions.strip() else DEFAULT_BOTTOM_UP_INSTRUCTIONS,
+                bottom_up_attributes=t.bottom_up_attributes if t.bottom_up_attributes else list(DEFAULT_BOTTOM_UP_ATTRIBUTES),
+                rubric_attributes=t.rubric_attributes if t.rubric_attributes else list(DEFAULT_RUBRIC_ATTRIBUTES),
+                top_down_attributes=t.top_down_attributes if t.top_down_attributes else list(DEFAULT_TOP_DOWN_ATTRIBUTES),
+                categories=t.categories,
+                allow_default=True,
+            )
+    except Exception as e:
+        import logging
+        logging.getLogger(__name__).warning(f"Failed to migrate analysis templates to framework format: {e}")
+
     # Personas (overwrite by writing a new version each startup)
     for p in (DEFAULT_SURVEYOR_PERSONAS + DEFAULT_PATIENT_PERSONAS):
         await store.upsert_default_persona(

backend/storage/models.py

@@ -71,4 +71,8 @@ class AnalysisTemplateRecord:
     current_version_id: str
     created_at: str
     updated_at: str
+    bottom_up_instructions: str
+    bottom_up_attributes: List[str]
+    rubric_attributes: List[str]
+    top_down_attributes: List[str]
     categories: List[Dict[str, str]]

backend/storage/sqlite_persona_store.py

@@ -26,6 +26,10 @@ def _clean_str_list(value: Any) -> List[str]:
     return out
 
 
+def _clean_str(value: Any) -> str:
+    return value.strip() if isinstance(value, str) else ""
+
+
 def _clean_category_list(value: Any) -> List[Dict[str, str]]:
     if not isinstance(value, list):
         return []
@@ -199,6 +203,10 @@ class SQLitePersonaStore:
                     current_version_id=row[4],
                     created_at=row[5],
                     updated_at=row[6],
+                    bottom_up_instructions=_clean_str(content.get("bottom_up_instructions")),
+                    bottom_up_attributes=_clean_str_list(content.get("bottom_up_attributes")),
+                    rubric_attributes=_clean_str_list(content.get("rubric_attributes")),
+                    top_down_attributes=_clean_str_list(content.get("top_down_attributes")),
                     categories=_clean_category_list(content.get("categories")),
                 )
             )
@@ -252,6 +260,10 @@ class SQLitePersonaStore:
             current_version_id=row[4],
             created_at=row[5],
             updated_at=row[6],
+            bottom_up_instructions=_clean_str(content.get("bottom_up_instructions")),
+            bottom_up_attributes=_clean_str_list(content.get("bottom_up_attributes")),
+            rubric_attributes=_clean_str_list(content.get("rubric_attributes")),
+            top_down_attributes=_clean_str_list(content.get("top_down_attributes")),
             categories=_clean_category_list(content.get("categories")),
         )
 
@@ -260,6 +272,10 @@ class SQLitePersonaStore:
         *,
         template_id: str,
         name: str,
+        bottom_up_instructions: str,
+        bottom_up_attributes: List[str],
+        rubric_attributes: List[str],
+        top_down_attributes: List[str],
         categories: List[Dict[str, str]],
     ) -> Tuple[str, str]:
         if not isinstance(template_id, str) or not template_id.strip():
@@ -269,10 +285,23 @@ class SQLitePersonaStore:
         cleaned_categories = _clean_category_list(categories)
         if not cleaned_categories:
             raise ValueError("categories are required")
+        bui = _clean_str(bottom_up_instructions)
+        bua = _clean_str_list(bottom_up_attributes)
+        ra = _clean_str_list(rubric_attributes)
+        tda = _clean_str_list(top_down_attributes)
 
         now = _now_iso()
         version_id = str(uuid4())
-        content_json = json.dumps({"categories": cleaned_categories}, ensure_ascii=False)
+        content_json = json.dumps(
+            {
+                "bottom_up_instructions": bui,
+                "bottom_up_attributes": bua,
+                "rubric_attributes": ra,
+                "top_down_attributes": tda,
+                "categories": cleaned_categories,
+            },
+            ensure_ascii=False,
+        )
 
         async with aiosqlite.connect(self.db_path) as db:
             await db.execute("PRAGMA foreign_keys=ON;")
@@ -314,6 +343,10 @@ class SQLitePersonaStore:
         self,
         *,
         name: str,
+        bottom_up_instructions: str,
+        bottom_up_attributes: List[str],
+        rubric_attributes: List[str],
+        top_down_attributes: List[str],
         categories: List[Dict[str, str]],
         is_default: bool = False,
     ) -> Tuple[str, str]:
@@ -322,11 +355,24 @@ class SQLitePersonaStore:
         cleaned_categories = _clean_category_list(categories)
         if not cleaned_categories:
             raise ValueError("categories are required")
+        bui = _clean_str(bottom_up_instructions)
+        bua = _clean_str_list(bottom_up_attributes)
+        ra = _clean_str_list(rubric_attributes)
+        tda = _clean_str_list(top_down_attributes)
 
         now = _now_iso()
         template_id = str(uuid4())
         version_id = str(uuid4())
-        content_json = json.dumps({"categories": cleaned_categories}, ensure_ascii=False)
+        content_json = json.dumps(
+            {
+                "bottom_up_instructions": bui,
+                "bottom_up_attributes": bua,
+                "rubric_attributes": ra,
+                "top_down_attributes": tda,
+                "categories": cleaned_categories,
+            },
+            ensure_ascii=False,
+        )
 
         async with aiosqlite.connect(self.db_path) as db:
             await db.execute("PRAGMA foreign_keys=ON;")
@@ -356,17 +402,35 @@ class SQLitePersonaStore:
         self,
         *,
         template_id: str,
+        bottom_up_instructions: str,
+        bottom_up_attributes: List[str],
+        rubric_attributes: List[str],
+        top_down_attributes: List[str],
         categories: List[Dict[str, str]],
+        allow_default: bool = False,
     ) -> str:
         if not isinstance(template_id, str) or not template_id.strip():
             raise ValueError("template_id is required")
         cleaned_categories = _clean_category_list(categories)
         if not cleaned_categories:
             raise ValueError("categories are required")
+        bui = _clean_str(bottom_up_instructions)
+        bua = _clean_str_list(bottom_up_attributes)
+        ra = _clean_str_list(rubric_attributes)
+        tda = _clean_str_list(top_down_attributes)
 
         now = _now_iso()
         version_id = str(uuid4())
-        content_json = json.dumps({"categories": cleaned_categories}, ensure_ascii=False)
+        content_json = json.dumps(
+            {
+                "bottom_up_instructions": bui,
+                "bottom_up_attributes": bua,
+                "rubric_attributes": ra,
+                "top_down_attributes": tda,
+                "categories": cleaned_categories,
+            },
+            ensure_ascii=False,
+        )
 
         async with aiosqlite.connect(self.db_path) as db:
             await db.execute("PRAGMA foreign_keys=ON;")
@@ -379,7 +443,7 @@ class SQLitePersonaStore:
                 raise ValueError("template not found")
             if bool(row[1]):
                 raise ValueError("template not found")
-            if bool(row[0]):
+            if bool(row[0]) and not allow_default:
                 raise PermissionError("default template is immutable")
 
             await db.execute(

docs/capabilities.md

@@ -27,7 +27,7 @@ This document describes what ConverTA does today, independent of any past roadma
 - **Configuration**
   - Review/edit system prompts and agent configuration.
   - Create/duplicate/edit/delete **user personas**.
-  - Create/duplicate/edit/delete **analysis templates** (top-down codebook categories).
+  - Create/duplicate/edit/delete **analysis frameworks** (bottom-up + rubric + top-down).
 
 ## Persistence (Server-Canonical)
 
@@ -41,8 +41,8 @@ Persisted artifacts:
 
 - **Sealed runs** (transcript + analysis + evidence catalog + config snapshots)
 - **Personas** (defaults + user-created) with versioning
-- **Shared settings** (system prompts and analysis attributes)
-- **Analysis templates** (top-down codebook templates) with versioning
+- **Shared settings** (system prompts + active analysis framework id)
+- **Analysis frameworks** (bottom-up + rubric + top-down) with versioning
 
 Notes:
 
@@ -100,15 +100,18 @@ For reliability and smaller-model compatibility, the analysis pipeline runs as t
 
 In the UI, each column populates as its pass completes, while later passes show as pending/running.
 
-### Analysis templates (Top-down codebook)
+### Analysis frameworks
 
-- The set and order of top-down codebook categories come from an **analysis template** stored in the DB.
-- Templates are managed in **Configuration** (create/duplicate/delete + edit categories).
-- The **active template is selected per run** using the dropdown next to the **📊 Analysis** header in:
+- An **analysis framework** defines:
+  - bottom-up instructions + attributes
+  - rubric attributes
+  - top-down attributes + codebook categories
+- Frameworks are managed in **Configuration** (create/duplicate/delete + edit the framework).
+- The **active framework is selected per run** using the dropdown next to the **📊 Analysis** header in:
   - AI-to-AI
   - Human-to-AI
   - Upload Text
-- Runs snapshot the selected template so History replay and exports remain stable.
+- Runs snapshot the selected framework so History replay and exports remain stable.
 
 ## Exports
 

docs/overview.md

@@ -33,7 +33,7 @@ The AI Survey Simulator orchestrates AI-to-AI healthcare survey conversations so
 4. Generated messages stream back to the browser over the bridged WebSocket connection.
 5. When the conversation completes, the backend runs a post-conversation analysis pass and returns:
    - Bottom-up findings (emergent themes) with evidence pointers
-   - Top-down coding (care experience rubric + codebook categories) with evidence pointers (driven by a template selected per run)
+   - Top-down coding (care experience rubric + codebook categories) with evidence pointers (driven by an analysis framework selected per run)
 
 Note: the UI also supports **Upload Text**, which runs the same analysis pipeline on pasted/uploaded content (including best-effort PDF text extraction).
 Note: the UI also supports **Human Chat**, where a human types as the patient and the backend generates the surveyor turns over the same WebSocket bridge.
@@ -54,12 +54,12 @@ These are forwarded across the `/ws/frontend/...` bridge to the backend socket.
 
 The UI includes a **Configuration** view (same page, no reload) that lets you:
 
-- Edit app-wide surveyor/patient system prompts and analysis attributes (`GET/PUT /api/settings`)
+- Edit app-wide surveyor/patient/analysis system prompts and shared settings (`GET/PUT /api/settings`)
 - Create/edit/delete user personas (`GET/POST/PUT/DELETE /api/personas`)
-- Create/edit/delete analysis templates (top-down codebook categories) (`GET/POST/PUT/DELETE /api/analysis-templates`)
+- Create/edit/delete analysis frameworks (bottom-up + rubric + top-down) (`GET/POST/PUT/DELETE /api/analysis-templates`)
 
 Persona selection for actually running conversations is done in the **AI-to-AI** and **Human-to-AI** panels.
-Analysis template selection for actually running analyses is done in the run panels via the dropdown next to **📊 Analysis**.
+Analysis framework selection for actually running analyses is done in the run panels via the dropdown next to **📊 Analysis**.
 
 ## Export & Persistence Notes
 

frontend/pages/config_view.py

@@ -11,17 +11,36 @@ def get_config_view_js() -> str:
 	                    window.dispatchEvent(new Event('converai:analysis-templates-updated'));
 	                } catch {}
 	            };
+	            const DEFAULT_BOTTOM_UP_INSTRUCTIONS = `You are performing bottom-up thematic analysis. Identify the most prominent themes in the conversation, with no a priori concepts; the themes are emergent from the text.`;
 
-	            const ANALYSIS_DEFAULT_ATTRIBUTES = [
+	            const BOTTOM_UP_DEFAULT_ATTRIBUTES = [
 	                "Use ONLY the provided transcript.",
 	                "Output MUST be valid JSON only (no markdown, no backticks).",
 	                "Evidence must be selected from the provided evidence catalog by evidence_id.",
 	                "Do NOT invent quotes. Do NOT paraphrase evidence. Cite by evidence_id only.",
-	                "For care experience: do not duplicate the same evidence_id across positive/negative/mixed/neutral. If a sentence supports both positive and negative interpretations, put it in care_experience.mixed.",
 	                "confidence must be a number between 0 and 1.",
+	                "Prefer fewer, higher-confidence items.",
 	                "For health_situations: include a short code label (1-3 words) in addition to the longer summary.",
-	                "For top_down_codebook categories: include a short code label (1-3 words) and cite evidence.",
+	            ];
+
+	            const RUBRIC_DEFAULT_ATTRIBUTES = [
+	                "Use ONLY the provided transcript.",
+	                "Output MUST be valid JSON only (no markdown, no backticks).",
+	                "Evidence must be selected from the provided evidence catalog by evidence_id.",
+	                "Do NOT invent quotes. Do NOT paraphrase evidence. Cite by evidence_id only.",
+	                "confidence must be a number between 0 and 1.",
 	                "Prefer fewer, higher-confidence items.",
+	                "For care experience: do not duplicate the same evidence_id across positive/negative/mixed/neutral. If a sentence supports both positive and negative interpretations, put it in care_experience.mixed.",
+	            ];
+
+	            const TOP_DOWN_DEFAULT_ATTRIBUTES = [
+	                "Use ONLY the provided transcript.",
+	                "Output MUST be valid JSON only (no markdown, no backticks).",
+	                "Evidence must be selected from the provided evidence catalog by evidence_id.",
+	                "Do NOT invent quotes. Do NOT paraphrase evidence. Cite by evidence_id only.",
+	                "confidence must be a number between 0 and 1.",
+	                "Prefer fewer, higher-confidence items.",
+	                "For top_down_codebook categories: include a short code label (1-3 words) and cite evidence.",
 	            ];
 
 	            const DEFAULT_SURVEYOR_SYSTEM_PROMPT = `You are a survey interviewer conducting an empathetic healthcare experience survey.
@@ -85,9 +104,10 @@ Requirements:
 		            });
 		            const [surveyorPersonaDetail, setSurveyorPersonaDetail] = React.useState(null);
 		            const [patientPersonaDetail, setPatientPersonaDetail] = React.useState(null);
-		            const [analysisAttributeItems, setAnalysisAttributeItems] = React.useState(() => {
-		                return [];
-		            });
+		            const [bottomUpInstructions, setBottomUpInstructions] = React.useState(() => '');
+		            const [bottomUpAttributeItems, setBottomUpAttributeItems] = React.useState(() => []);
+		            const [rubricAttributeItems, setRubricAttributeItems] = React.useState(() => []);
+		            const [topDownAttributeItems, setTopDownAttributeItems] = React.useState(() => []);
 		            const [analysisSystemPrompt, setAnalysisSystemPrompt] = React.useState(() => {
 		                return '';
 		            });
@@ -223,29 +243,25 @@ Requirements:
 		                    })
 		                    .catch(() => null);
 		            };
+	            const addBottomUpAttribute = () => setBottomUpAttributeItems((prev) => ([...(prev || []), '' ]));
+	            const updateBottomUpAttribute = (idx, text) => setBottomUpAttributeItems((prev) => (prev || []).map((v, i) => (i === idx ? text : v)));
+	            const removeBottomUpAttribute = (idx) => setBottomUpAttributeItems((prev) => (prev || []).filter((_, i) => i !== idx));
 
-	            const addAnalysisAttribute = () => {
-	                setAnalysisAttributeItems((prev) => ([...(prev || []), '' ]));
-	            };
+	            const addTopDownAttribute = () => setTopDownAttributeItems((prev) => ([...(prev || []), '' ]));
+	            const updateTopDownAttribute = (idx, text) => setTopDownAttributeItems((prev) => (prev || []).map((v, i) => (i === idx ? text : v)));
+	            const removeTopDownAttribute = (idx) => setTopDownAttributeItems((prev) => (prev || []).filter((_, i) => i !== idx));
 
-	            const updateAnalysisAttribute = (idx, text) => {
-	                setAnalysisAttributeItems((prev) => (prev || []).map((v, i) => (i === idx ? text : v)));
+	            const applyBottomUpDefaults = () => {
+	                setBottomUpInstructions(DEFAULT_BOTTOM_UP_INSTRUCTIONS);
+	                setBottomUpAttributeItems([...(BOTTOM_UP_DEFAULT_ATTRIBUTES || [])]);
 	            };
 
-	            const removeAnalysisAttribute = (idx) => {
-	                setAnalysisAttributeItems((prev) => (prev || []).filter((_, i) => i !== idx));
+	            const applyRubricDefaults = () => {
+	                setRubricAttributeItems([...(RUBRIC_DEFAULT_ATTRIBUTES || [])]);
 	            };
 
-	            const applyAnalysisDefaults = () => {
-	                authedFetch('/api/settings/defaults')
-	                    .then(r => r.json())
-	                    .then(data => {
-	                        const attrs = Array.isArray(data?.analysis_attributes) ? data.analysis_attributes : [];
-	                        const cleaned = attrs.map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0);
-	                        if (cleaned.length > 0) setAnalysisAttributeItems(cleaned);
-	                        else setAnalysisAttributeItems([...(ANALYSIS_DEFAULT_ATTRIBUTES || [])]);
-	                    })
-	                    .catch(() => setAnalysisAttributeItems([...(ANALYSIS_DEFAULT_ATTRIBUTES || [])]));
+	            const applyTopDownDefaults = () => {
+	                setTopDownAttributeItems([...(TOP_DOWN_DEFAULT_ATTRIBUTES || [])]);
 	            };
 
 	            const addSurveyorAttribute = () => setSurveyorAttributeItems((prev) => ([...(prev || []), '' ]));
@@ -284,8 +300,6 @@ Requirements:
 	                        if (typeof data?.surveyor_system_prompt === 'string') setSurveyorSystemPrompt(data.surveyor_system_prompt);
 	                        if (typeof data?.patient_system_prompt === 'string') setPatientSystemPrompt(data.patient_system_prompt);
 	                        if (typeof data?.analysis_system_prompt === 'string') setAnalysisSystemPrompt(data.analysis_system_prompt);
-	                        const attrs = Array.isArray(data?.analysis_attributes) ? data.analysis_attributes : [];
-	                        setAnalysisAttributeItems(attrs.map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0));
 	                    })
 	                    .catch(() => {});
 	            }, []);
@@ -301,6 +315,23 @@ Requirements:
 	                    .then(r => r.json())
 	                    .then(t => {
 	                        setSelectedTemplateDetail(t || null);
+	                        if (typeof t?.bottom_up_instructions === 'string' && t.bottom_up_instructions.trim()) {
+	                            setBottomUpInstructions(t.bottom_up_instructions);
+	                        } else {
+	                            setBottomUpInstructions(DEFAULT_BOTTOM_UP_INSTRUCTIONS);
+	                        }
+	                        const bua = Array.isArray(t?.bottom_up_attributes) ? t.bottom_up_attributes : [];
+	                        const buaClean = bua.map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0);
+	                        setBottomUpAttributeItems(buaClean.length ? buaClean : [ ...(BOTTOM_UP_DEFAULT_ATTRIBUTES || []) ]);
+
+	                        const ra = Array.isArray(t?.rubric_attributes) ? t.rubric_attributes : [];
+	                        const raClean = ra.map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0);
+	                        setRubricAttributeItems(raClean.length ? raClean : [ ...(RUBRIC_DEFAULT_ATTRIBUTES || []) ]);
+
+	                        const tda = Array.isArray(t?.top_down_attributes) ? t.top_down_attributes : [];
+	                        const tdaClean = tda.map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0);
+	                        setTopDownAttributeItems(tdaClean.length ? tdaClean : [ ...(TOP_DOWN_DEFAULT_ATTRIBUTES || []) ]);
+
 	                        const cats = Array.isArray(t?.categories) ? t.categories : [];
 	                        setSelectedTemplateCategories(cats.map((c) => ({
 	                            category_id: (c && typeof c.category_id === 'string') ? c.category_id : '',
@@ -309,6 +340,10 @@ Requirements:
 	                    })
 	                    .catch(() => {
 	                        setSelectedTemplateDetail(null);
+	                        setBottomUpInstructions(DEFAULT_BOTTOM_UP_INSTRUCTIONS);
+	                        setBottomUpAttributeItems([ ...(BOTTOM_UP_DEFAULT_ATTRIBUTES || []) ]);
+	                        setRubricAttributeItems([ ...(RUBRIC_DEFAULT_ATTRIBUTES || []) ]);
+	                        setTopDownAttributeItems([ ...(TOP_DOWN_DEFAULT_ATTRIBUTES || []) ]);
 	                        setSelectedTemplateCategories([]);
 	                    });
 	            }, [selectedTemplateId]);
@@ -347,7 +382,7 @@ Requirements:
 	                    });
 	            }, [selectedPatientId]);
 
-		            const onSave = () => {
+			            const onSave = () => {
 		                const prev = loadConfig() || {};
 		                const cfg = Object.assign({}, prev, {
 		                    editor: {
@@ -359,12 +394,11 @@ Requirements:
 		                });
 		                saveConfig(cfg);
 
-		                const body = {
-		                    surveyor_system_prompt: (surveyorSystemPrompt || '').trim(),
-		                    patient_system_prompt: (patientSystemPrompt || '').trim(),
-		                    analysis_system_prompt: (analysisSystemPrompt || '').trim(),
-		                    analysis_attributes: (analysisAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
-		                };
+			                const body = {
+			                    surveyor_system_prompt: (surveyorSystemPrompt || '').trim(),
+			                    patient_system_prompt: (patientSystemPrompt || '').trim(),
+			                    analysis_system_prompt: (analysisSystemPrompt || '').trim(),
+			                };
 
 		                Promise.all([
 		                    authedFetch('/api/settings', {
@@ -392,18 +426,22 @@ Requirements:
 		                            })
 		                        }).catch(() => null)
 		                        : Promise.resolve(null),
-		                    (activePane === 'analysis' && selectedTemplateDetail && selectedTemplateDetail.is_default === false)
-		                        ? authedFetch(`/api/analysis-templates/${selectedTemplateId}`, {
-		                            method: 'PUT',
-		                            headers: { 'Content-Type': 'application/json' },
-		                            body: JSON.stringify({
-		                                categories: (selectedTemplateCategories || []).map((c) => ({
-		                                    category_id: (c && typeof c.category_id === 'string') ? c.category_id : '',
-		                                    label: (c && typeof c.label === 'string') ? c.label.trim() : '',
-		                                })).filter((c) => c.label && c.label.length > 0),
-		                            })
-		                        }).catch(() => null)
-		                        : Promise.resolve(null),
+			                    (activePane === 'analysis' && selectedTemplateDetail && selectedTemplateDetail.is_default === false)
+			                        ? authedFetch(`/api/analysis-templates/${selectedTemplateId}`, {
+			                            method: 'PUT',
+			                            headers: { 'Content-Type': 'application/json' },
+			                            body: JSON.stringify({
+			                                bottom_up_instructions: (bottomUpInstructions || '').trim(),
+			                                bottom_up_attributes: (bottomUpAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
+			                                rubric_attributes: (rubricAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
+			                                top_down_attributes: (topDownAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
+			                                categories: (selectedTemplateCategories || []).map((c) => ({
+			                                    category_id: (c && typeof c.category_id === 'string') ? c.category_id : '',
+			                                    label: (c && typeof c.label === 'string') ? c.label.trim() : '',
+			                                })).filter((c) => c.label && c.label.length > 0),
+			                            })
+			                        }).catch(() => null)
+			                        : Promise.resolve(null),
 		                ]).then(() => {
 		                    setSavedAt(cfg.saved_at);
 		                    setSaveFlash(true);
@@ -871,197 +909,183 @@ Requirements:
                                 </div>
                             </div>
 
-                            <div className="grid grid-cols-2 gap-6">
-                                <div>
-                                    <div className="flex items-center justify-between gap-3 mb-2">
-                                        <label className="block text-sm font-semibold text-slate-700">Edit top-down codebook template</label>
-                                    </div>
-                                    <div className="flex items-center gap-2 flex-wrap">
-                                        <select
-                                            className="w-full md:w-1/2 border border-slate-300 rounded-lg px-3 py-2 text-sm bg-white"
-                                            value={selectedTemplateId || ''}
-                                            onChange={(e) => setSelectedTemplateId(e.target.value)}
-                                        >
-                                            {(analysisTemplates.length ? analysisTemplates : [{template_id: 'top_down_v1', name: 'Default top-down codebook (v1)', is_default: true}]).map(t => (
-                                                <option key={t.template_id} value={t.template_id}>{t.name}</option>
-                                            ))}
-                                        </select>
-                                        <button
-                                            type="button"
-                                            onClick={async () => {
-                                                const id = await createAnalysisTemplate(null);
-                                                if (id) setSelectedTemplateId(id);
-                                            }}
-                                            className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300"
-                                        >
-                                            + New
-                                        </button>
-                                        <button
-                                            type="button"
-                                            onClick={async () => {
-                                                const id = await createAnalysisTemplate(selectedTemplateId);
-                                                if (id) setSelectedTemplateId(id);
-                                            }}
-                                            className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300"
-                                        >
-                                            Duplicate
-                                        </button>
-                                        <button
-                                            type="button"
-                                            disabled={!(selectedTemplateDetail && selectedTemplateDetail.is_default === false)}
-                                            onClick={async () => {
-                                                const ok = await deleteAnalysisTemplate(selectedTemplateId);
-                                                if (ok) {
-                                                    const list = await refreshAnalysisTemplates();
-                                                    const fallback = (list && list[0] && list[0].template_id) ? list[0].template_id : 'top_down_v1';
-                                                    setSelectedTemplateId(fallback);
-                                                }
-                                            }}
-                                            className="bg-white hover:bg-red-50 text-red-700 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-red-200 disabled:opacity-50 disabled:hover:bg-white"
-                                        >
-                                            Delete
-                                        </button>
-                                    </div>
-                                    {selectedTemplateDetail?.is_default !== false && (
-                                        <div className="mt-2 bg-amber-50 border border-amber-200 rounded-lg px-3 py-2 text-sm text-slate-800 w-fit">
-                                            Note: This is a default template that can't be edited. Create a new template to edit.
-                                        </div>
-                                    )}
+                            <div>
+                                <div className="flex items-center justify-between gap-3 mb-2">
+                                    <label className="block text-sm font-semibold text-slate-700">Edit analysis framework</label>
                                 </div>
-                                <div />
+                                <div className="flex items-center gap-2 flex-wrap">
+                                    <select
+                                        className="w-full border border-slate-300 rounded-lg px-3 py-2 text-sm bg-white"
+                                        value={selectedTemplateId || ''}
+                                        onChange={(e) => setSelectedTemplateId(e.target.value)}
+                                    >
+                                        {(analysisTemplates.length ? analysisTemplates : [{template_id: 'top_down_v1', name: 'Default analysis framework (v1)', is_default: true}]).map(t => (
+                                            <option key={t.template_id} value={t.template_id}>{t.name}</option>
+                                        ))}
+                                    </select>
+                                    <button type="button" onClick={async () => { const id = await createAnalysisTemplate(null); if (id) setSelectedTemplateId(id); }} className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300">+ New</button>
+                                    <button type="button" onClick={async () => { const id = await createAnalysisTemplate(selectedTemplateId); if (id) setSelectedTemplateId(id); }} className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300">Duplicate</button>
+                                    <button type="button" disabled={!(selectedTemplateDetail && selectedTemplateDetail.is_default === false)} onClick={async () => { const ok = await deleteAnalysisTemplate(selectedTemplateId); if (ok) { const list = await refreshAnalysisTemplates(); const fallback = (list && list[0] && list[0].template_id) ? list[0].template_id : 'top_down_v1'; setSelectedTemplateId(fallback); } }} className="bg-white hover:bg-red-50 text-red-700 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-red-200 disabled:opacity-50 disabled:hover:bg-white">Delete</button>
+                                </div>
+                                {selectedTemplateDetail?.is_default !== false && (
+                                    <div className="mt-2 bg-amber-50 border border-amber-200 rounded-lg px-3 py-2 text-sm text-slate-800 w-fit">
+                                        Note: This is a default framework that can't be edited. Create a new framework to edit.
+                                    </div>
+                                )}
                             </div>
 
-                            <div className="grid grid-cols-2 gap-6">
+                            <div className="grid grid-cols-3 gap-6">
                                 <div>
-                                    <div className="flex items-center justify-between gap-3 mb-2">
-                                        <label className="block text-sm font-semibold text-slate-700">
-                                            Codebook categories {selectedTemplateDetail?.is_default === false ? '' : '(read-only)'}
-                                        </label>
+                                    <div className="text-sm font-semibold text-slate-700 mb-2">Bottom-Up analysis</div>
+
+	                                    <div className="flex items-center justify-between gap-3 mb-2">
+	                                        <label className="block text-sm font-semibold text-slate-700">Bottom-Up instructions</label>
+	                                        <button
+	                                            type="button"
+	                                            onClick={applyBottomUpDefaults}
+	                                            disabled={!(selectedTemplateDetail?.is_default === false)}
+	                                            className="bg-slate-100 hover:bg-slate-200 disabled:hover:bg-slate-100 disabled:opacity-50 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300"
+	                                        >
+	                                            Apply defaults
+	                                        </button>
+	                                    </div>
+	                                    <textarea
+	                                        disabled={!(selectedTemplateDetail?.is_default === false)}
+	                                        className={`w-full border border-slate-300 rounded-lg px-3 py-2 text-sm h-32 ${selectedTemplateDetail?.is_default === false ? 'bg-white' : 'bg-slate-50 text-slate-700'}`}
+	                                        value={bottomUpInstructions || ''}
+	                                        onChange={(e) => setBottomUpInstructions(e.target.value)}
+	                                        placeholder="Bottom-up instructions..."
+	                                    />
+
+                                    <div className="flex items-center justify-between gap-3 mt-4 mb-2">
+                                        <label className="block text-sm font-semibold text-slate-700">Bottom-Up attributes</label>
                                     </div>
                                     <div className="space-y-2">
-                                        {(selectedTemplateCategories || []).length === 0 ? (
-                                            <div className="text-sm text-slate-500">No categories.</div>
+                                        {(bottomUpAttributeItems || []).length === 0 ? (
+                                            <div className="text-sm text-slate-500">No attributes yet.</div>
                                         ) : (
-                                            (selectedTemplateCategories || []).map((cat, idx) => (
+                                            (bottomUpAttributeItems || []).map((attr, idx) => (
                                                 <div key={idx} className="flex items-start gap-2">
                                                     <div className="mt-2 text-xs font-mono text-slate-500 w-10 shrink-0">{String(idx + 1).padStart(2, '0')}</div>
-                                                    <input
-                                                        className={`flex-1 border border-slate-300 rounded-lg px-3 py-2 text-sm ${selectedTemplateDetail?.is_default === false ? 'bg-white' : 'bg-slate-50 text-slate-600'}`}
-                                                        value={(cat && typeof cat.label === 'string') ? cat.label : ''}
-                                                        onChange={(e) => updateTemplateCategoryLabel(idx, e.target.value)}
-                                                        disabled={!(selectedTemplateDetail?.is_default === false)}
-                                                        placeholder="Category label..."
-                                                    />
-                                                    {selectedTemplateDetail?.is_default === false && (
-                                                        <>
-                                                            <button
-                                                                type="button"
-                                                                onClick={() => moveTemplateCategory(idx, -1)}
-                                                                className="text-slate-600 hover:text-slate-900 px-2 py-2 text-sm"
-                                                                title="Move up"
-                                                            >
-                                                                ↑
-                                                            </button>
-                                                            <button
-                                                                type="button"
-                                                                onClick={() => moveTemplateCategory(idx, 1)}
-                                                                className="text-slate-600 hover:text-slate-900 px-2 py-2 text-sm"
-                                                                title="Move down"
-                                                            >
-                                                                ↓
-                                                            </button>
-                                                            <button
-                                                                type="button"
-                                                                onClick={() => removeTemplateCategory(idx)}
-                                                                className="text-slate-600 hover:text-red-600 px-2 py-2 text-sm"
-                                                                title="Remove category"
-                                                            >
-                                                                ✕
-                                                            </button>
-                                                        </>
-                                                    )}
-                                                </div>
-                                            ))
-                                        )}
-                                        {selectedTemplateDetail?.is_default === false && (
-                                            <button
-                                                type="button"
-                                                onClick={addTemplateCategory}
-                                                className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300"
-                                            >
-                                                + Add category
-                                            </button>
-                                        )}
+	                                                    <input
+	                                                        disabled={!(selectedTemplateDetail?.is_default === false)}
+	                                                        className={`flex-1 border border-slate-300 rounded-lg px-3 py-2 text-sm ${selectedTemplateDetail?.is_default === false ? 'bg-white' : 'bg-slate-50 text-slate-600'}`}
+	                                                        value={attr || ''}
+	                                                        onChange={(e) => updateBottomUpAttribute(idx, e.target.value)}
+	                                                        placeholder="Type an attribute..."
+	                                                    />
+	                                                    {selectedTemplateDetail?.is_default === false && (
+	                                                        <button
+	                                                            type="button"
+	                                                            onClick={() => removeBottomUpAttribute(idx)}
+	                                                            className="text-slate-600 hover:text-red-600 px-2 py-2 text-sm"
+	                                                            title="Remove attribute"
+	                                                        >
+	                                                            ✕
+	                                                        </button>
+	                                                    )}
+	                                                </div>
+	                                            ))
+	                                        )}
+	                                        {selectedTemplateDetail?.is_default === false && (
+	                                            <button
+	                                                type="button"
+	                                                onClick={addBottomUpAttribute}
+	                                                className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300"
+	                                            >
+	                                                + Add attribute
+	                                            </button>
+	                                        )}
+	                                    </div>
+	                                </div>
+
+                                <div>
+                                    <div className="text-sm font-semibold text-slate-700 mb-2">Care experience rubric</div>
+                                    <div className="bg-slate-50 border border-slate-200 rounded-lg p-4 text-sm text-slate-600">
+                                        Placeholder: rubric-specific settings will go here.
                                     </div>
                                 </div>
-                                <div />
-                            </div>
 
-                            <div className="grid grid-cols-2 gap-6">
                                 <div>
-                                    <div className="flex items-center justify-between gap-3 mb-2">
-                                        <label className="block text-sm font-semibold text-slate-700">Attributes</label>
-                                    </div>
-                                    <div className="text-xs text-slate-500 mb-2">
-                                        These rules are appended to the analysis agent system prompt for future analyses.
-                                    </div>
-                                    <div className="space-y-2">
-                                        {(analysisAttributeItems || []).length === 0 ? (
-                                            <div className="text-sm text-slate-500">No attributes yet.</div>
-                                        ) : (
-                                            (analysisAttributeItems || []).map((attr, idx) => (
-                                                <div key={idx} className="flex items-start gap-2">
-                                                    <div className="mt-2 text-xs font-mono text-slate-500 w-10 shrink-0">{String(idx + 1).padStart(2, '0')}</div>
-                                                    <input
-                                                        className="flex-1 border border-slate-300 rounded-lg px-3 py-2 text-sm bg-white"
-                                                        value={attr || ''}
-                                                        onChange={(e) => updateAnalysisAttribute(idx, e.target.value)}
-                                                        placeholder="Type an attribute..."
-                                                    />
-                                                    <button
-                                                        type="button"
-                                                        onClick={() => removeAnalysisAttribute(idx)}
-                                                        className="text-slate-600 hover:text-red-600 px-2 py-2 text-sm"
-                                                        title="Remove attribute"
-                                                    >
-                                                        ✕
-                                                    </button>
-                                                </div>
-                                            ))
-                                        )}
-                                        <button
-                                            type="button"
-                                            onClick={addAnalysisAttribute}
-                                            className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300"
-                                        >
-                                            + Add attribute
-                                        </button>
-                                        <button
-                                            type="button"
-                                            onClick={applyAnalysisDefaults}
-                                            className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300 ml-2"
-                                        >
-                                            Apply defaults
-                                        </button>
+                                    <div className="text-sm font-semibold text-slate-700 mb-2">Top-Down codebook</div>
+
+                                    <div className="mt-4">
+                                        <div className="flex items-center justify-between gap-3 mb-2">
+                                            <label className="block text-sm font-semibold text-slate-700">Codebook categories {selectedTemplateDetail?.is_default === false ? '' : '(read-only)'}</label>
+                                        </div>
+                                        <div className="space-y-2">
+                                            {(selectedTemplateCategories || []).length === 0 ? (
+                                                <div className="text-sm text-slate-500">No categories.</div>
+                                            ) : (
+                                                (selectedTemplateCategories || []).map((cat, idx) => (
+                                                    <div key={idx} className="flex items-start gap-2">
+                                                        <div className="mt-2 text-xs font-mono text-slate-500 w-10 shrink-0">{String(idx + 1).padStart(2, '0')}</div>
+                                                        <input
+                                                            className={`flex-1 border border-slate-300 rounded-lg px-3 py-2 text-sm ${selectedTemplateDetail?.is_default === false ? 'bg-white' : 'bg-slate-50 text-slate-600'}`}
+                                                            value={(cat && typeof cat.label === 'string') ? cat.label : ''}
+                                                            onChange={(e) => updateTemplateCategoryLabel(idx, e.target.value)}
+                                                            disabled={!(selectedTemplateDetail?.is_default === false)}
+                                                            placeholder="Category label..."
+                                                        />
+                                                        {selectedTemplateDetail?.is_default === false && (
+                                                            <>
+                                                                <button type="button" onClick={() => moveTemplateCategory(idx, -1)} className="text-slate-600 hover:text-slate-900 px-2 py-2 text-sm" title="Move up">↑</button>
+                                                                <button type="button" onClick={() => moveTemplateCategory(idx, 1)} className="text-slate-600 hover:text-slate-900 px-2 py-2 text-sm" title="Move down">↓</button>
+                                                                <button type="button" onClick={() => removeTemplateCategory(idx)} className="text-slate-600 hover:text-red-600 px-2 py-2 text-sm" title="Remove category">✕</button>
+                                                            </>
+                                                        )}
+                                                    </div>
+                                                ))
+                                            )}
+                                            {selectedTemplateDetail?.is_default === false && (
+                                                <button type="button" onClick={addTemplateCategory} className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300">+ Add category</button>
+                                            )}
+                                        </div>
                                     </div>
-                                </div>
-                                <div />
-                            </div>
-                        </div>
-                    ) : null}
 
-	                    <div className="mt-6 flex items-center justify-between gap-4">
-	                        <div className="text-xs text-slate-500">
-	                            {savedAt ? `Saved: ${new Date(savedAt).toLocaleString()}` : 'Not saved yet.'}
+                                    <div className="mt-4">
+	                                        <div className="flex items-center justify-between gap-3 mb-2">
+	                                            <label className="block text-sm font-semibold text-slate-700">Top-Down attributes</label>
+	                                            <button type="button" disabled={!(selectedTemplateDetail?.is_default === false)} onClick={applyTopDownDefaults} className="bg-slate-100 hover:bg-slate-200 disabled:hover:bg-slate-100 disabled:opacity-50 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300">Apply defaults</button>
+	                                        </div>
+                                        <div className="space-y-2">
+                                            {(topDownAttributeItems || []).length === 0 ? (
+                                                <div className="text-sm text-slate-500">No attributes yet.</div>
+                                            ) : (
+                                                (topDownAttributeItems || []).map((attr, idx) => (
+                                                    <div key={idx} className="flex items-start gap-2">
+                                                        <div className="mt-2 text-xs font-mono text-slate-500 w-10 shrink-0">{String(idx + 1).padStart(2, '0')}</div>
+	                                                        <input disabled={!(selectedTemplateDetail?.is_default === false)} className={`flex-1 border border-slate-300 rounded-lg px-3 py-2 text-sm ${selectedTemplateDetail?.is_default === false ? 'bg-white' : 'bg-slate-50 text-slate-600'}`} value={attr || ''} onChange={(e) => updateTopDownAttribute(idx, e.target.value)} placeholder="Type an attribute..." />
+	                                                        {selectedTemplateDetail?.is_default === false && (
+	                                                            <button type="button" onClick={() => removeTopDownAttribute(idx)} className="text-slate-600 hover:text-red-600 px-2 py-2 text-sm" title="Remove attribute">✕</button>
+	                                                        )}
+	                                                    </div>
+	                                                ))
+	                                            )}
+	                                            <div className="flex items-center gap-2 flex-wrap">
+	                                                {selectedTemplateDetail?.is_default === false && (
+	                                                    <button type="button" onClick={addTopDownAttribute} className="bg-slate-100 hover:bg-slate-200 text-slate-800 px-3 py-2 rounded-lg text-sm font-semibold transition-all border border-slate-300">+ Add attribute</button>
+	                                                )}
+	                                            </div>
+	                                        </div>
+	                                    </div>
+	                                </div>
+	                            </div>
 	                        </div>
-	                        <button
-	                            onClick={onSave}
+	                    ) : null}
+
+	                    <div className="mt-6 flex items-center justify-between gap-4">
+		                        <div className="text-xs text-slate-500">
+		                            {savedAt ? `Saved: ${new Date(savedAt).toLocaleString()}` : 'Not saved yet.'}
+		                        </div>
+		                        <button
+		                            onClick={onSave}
 	                            disabled={saveFlash}
-	                            className={`${saveFlash ? 'bg-emerald-600 text-white' : 'bg-blue-600 hover:bg-blue-700 text-white'} disabled:opacity-90 px-5 py-2.5 rounded-lg font-semibold transition-all shadow`}
-	                        >
-	                            {saveFlash ? 'Saved successfully' : 'Save Configuration'}
-	                        </button>
-	                    </div>
+		                            className={`${saveFlash ? 'bg-emerald-600 text-white' : 'bg-blue-600 hover:bg-blue-700 text-white'} disabled:opacity-90 px-5 py-2.5 rounded-lg font-semibold transition-all shadow`}
+		                        >
+		                            {saveFlash ? 'Saved successfully' : 'Save Configuration'}
+		                        </button>
+		                    </div>
                 </div>
             );
         }