Add rubric instructions and attributes to frameworks

README.md

@@ -103,7 +103,7 @@ After the conversation completes, the app runs post-conversation analysis and po
 
 - An **analysis framework** (stored in SQLite at `DB_PATH`) defines:
   - bottom-up instructions + attributes
-  - rubric attributes
+  - rubric instructions + attributes
   - top-down instructions + attributes + codebook categories (optional per-category descriptions)
 - 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.

backend/api/analysis_routes.py

@@ -169,6 +169,7 @@ async def _analyze_from_text(
         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_instructions=template_record.rubric_instructions if template_record else None,
         rubric_attributes=template_record.rubric_attributes if template_record else None,
         top_down_instructions=template_record.top_down_instructions if template_record else None,
         top_down_attributes=template_record.top_down_attributes if template_record else None,
@@ -198,6 +199,7 @@ async def _analyze_from_text(
                 "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_instructions": template_record.rubric_instructions if template_record else None,
                 "rubric_attributes": template_record.rubric_attributes if template_record else None,
                 "top_down_instructions": template_record.top_down_instructions if template_record else None,
                 "top_down_attributes": template_record.top_down_attributes if template_record else None,

backend/api/analysis_template_routes.py

@@ -13,6 +13,7 @@ from .storage_service import get_persona_store
 from backend.core.analysis_knobs import (
     DEFAULT_BOTTOM_UP_INSTRUCTIONS,
     DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_INSTRUCTIONS,
     DEFAULT_RUBRIC_ATTRIBUTES,
     DEFAULT_TOP_DOWN_INSTRUCTIONS,
     DEFAULT_TOP_DOWN_ATTRIBUTES,
@@ -71,6 +72,7 @@ class AnalysisTemplateDetailResponse(BaseModel):
     version_id: str
     bottom_up_instructions: str = ""
     bottom_up_attributes: List[str] = Field(default_factory=list)
+    rubric_instructions: str = ""
     rubric_attributes: List[str] = Field(default_factory=list)
     top_down_instructions: str = ""
     top_down_attributes: List[str] = Field(default_factory=list)
@@ -85,6 +87,7 @@ class CreateAnalysisTemplateRequest(BaseModel):
 class UpdateAnalysisTemplateRequest(BaseModel):
     bottom_up_instructions: Optional[str] = None
     bottom_up_attributes: Optional[List[str]] = None
+    rubric_instructions: Optional[str] = None
     rubric_attributes: Optional[List[str]] = None
     top_down_instructions: Optional[str] = None
     top_down_attributes: Optional[List[str]] = None
@@ -120,6 +123,7 @@ async def get_template(template_id: str) -> AnalysisTemplateDetailResponse:
                     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_instructions=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("rubric_instructions") or DEFAULT_RUBRIC_INSTRUCTIONS),
                     rubric_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("rubric_attributes") or DEFAULT_RUBRIC_ATTRIBUTES),  # type: ignore[list-item]
                     top_down_instructions=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("top_down_instructions") or DEFAULT_TOP_DOWN_INSTRUCTIONS),
                     top_down_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("top_down_attributes") or DEFAULT_TOP_DOWN_ATTRIBUTES),  # type: ignore[list-item]
@@ -137,6 +141,7 @@ async def get_template(template_id: str) -> AnalysisTemplateDetailResponse:
         version_id=record.current_version_id,
         bottom_up_instructions=record.bottom_up_instructions,
         bottom_up_attributes=record.bottom_up_attributes,
+        rubric_instructions=record.rubric_instructions,
         rubric_attributes=record.rubric_attributes,
         top_down_instructions=record.top_down_instructions,
         top_down_attributes=record.top_down_attributes,
@@ -154,6 +159,7 @@ async def create_template(payload: CreateAnalysisTemplateRequest) -> AnalysisTem
     categories: List[Dict[str, str]] = []
     bottom_up_instructions = DEFAULT_BOTTOM_UP_INSTRUCTIONS
     bottom_up_attributes = list(DEFAULT_BOTTOM_UP_ATTRIBUTES)
+    rubric_instructions = DEFAULT_RUBRIC_INSTRUCTIONS
     rubric_attributes = list(DEFAULT_RUBRIC_ATTRIBUTES)
     top_down_instructions = DEFAULT_TOP_DOWN_INSTRUCTIONS
     top_down_attributes = list(DEFAULT_TOP_DOWN_ATTRIBUTES)
@@ -164,6 +170,7 @@ async def create_template(payload: CreateAnalysisTemplateRequest) -> AnalysisTem
         categories = src.categories
         bottom_up_instructions = src.bottom_up_instructions
         bottom_up_attributes = list(src.bottom_up_attributes)
+        rubric_instructions = src.rubric_instructions
         rubric_attributes = list(src.rubric_attributes)
         top_down_instructions = src.top_down_instructions
         top_down_attributes = list(src.top_down_attributes)
@@ -174,6 +181,7 @@ async def create_template(payload: CreateAnalysisTemplateRequest) -> AnalysisTem
         name=name,
         bottom_up_instructions=bottom_up_instructions,
         bottom_up_attributes=bottom_up_attributes,
+        rubric_instructions=rubric_instructions,
         rubric_attributes=rubric_attributes,
         top_down_instructions=top_down_instructions,
         top_down_attributes=top_down_attributes,
@@ -190,6 +198,7 @@ async def create_template(payload: CreateAnalysisTemplateRequest) -> AnalysisTem
         version_id=record.current_version_id,
         bottom_up_instructions=record.bottom_up_instructions,
         bottom_up_attributes=record.bottom_up_attributes,
+        rubric_instructions=record.rubric_instructions,
         rubric_attributes=record.rubric_attributes,
         top_down_instructions=record.top_down_instructions,
         top_down_attributes=record.top_down_attributes,
@@ -212,19 +221,21 @@ async def update_template(template_id: str, payload: UpdateAnalysisTemplateReque
 
     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_instructions = payload.rubric_instructions if isinstance(payload.rubric_instructions, str) else record.rubric_instructions
     rubric_attributes = payload.rubric_attributes if isinstance(payload.rubric_attributes, list) else record.rubric_attributes
     top_down_instructions = payload.top_down_instructions if isinstance(payload.top_down_instructions, str) else record.top_down_instructions
     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,
-            bottom_up_instructions=bottom_up_instructions,
-            bottom_up_attributes=bottom_up_attributes,
-            rubric_attributes=rubric_attributes,
-            top_down_instructions=top_down_instructions,
-            top_down_attributes=top_down_attributes,
-            categories=categories,
+        template_id=template_id,
+        bottom_up_instructions=bottom_up_instructions,
+        bottom_up_attributes=bottom_up_attributes,
+        rubric_instructions=rubric_instructions,
+        rubric_attributes=rubric_attributes,
+        top_down_instructions=top_down_instructions,
+        top_down_attributes=top_down_attributes,
+        categories=categories,
         )
     except PermissionError as e:
         raise HTTPException(status_code=403, detail=str(e))
@@ -241,6 +252,7 @@ async def update_template(template_id: str, payload: UpdateAnalysisTemplateReque
         version_id=updated.current_version_id,
         bottom_up_instructions=updated.bottom_up_instructions,
         bottom_up_attributes=updated.bottom_up_attributes,
+        rubric_instructions=updated.rubric_instructions,
         rubric_attributes=updated.rubric_attributes,
         top_down_instructions=updated.top_down_instructions,
         top_down_attributes=updated.top_down_attributes,

backend/api/conversation_service.py

@@ -50,6 +50,7 @@ from backend.core.analysis_knobs import (
     compile_analysis_rules_block,
     DEFAULT_BOTTOM_UP_INSTRUCTIONS,
     DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_INSTRUCTIONS,
     DEFAULT_RUBRIC_ATTRIBUTES,
     DEFAULT_TOP_DOWN_INSTRUCTIONS,
     DEFAULT_TOP_DOWN_ATTRIBUTES,
@@ -106,6 +107,7 @@ async def run_resource_agent_analysis(
     analysis_system_prompt: Optional[str] = None,
     bottom_up_instructions: Optional[str] = None,
     bottom_up_attributes: Optional[List[str]] = None,
+    rubric_instructions: Optional[str] = None,
     rubric_attributes: Optional[List[str]] = None,
     top_down_instructions: Optional[str] = None,
     top_down_attributes: Optional[List[str]] = None,
@@ -175,8 +177,11 @@ async def run_resource_agent_analysis(
         + "\n\n"
         + compile_analysis_rules_block(bottom_up_attributes, defaults=DEFAULT_BOTTOM_UP_ATTRIBUTES)
     ).strip()
+    resolved_rubric_instructions = (rubric_instructions or "").strip() or DEFAULT_RUBRIC_INSTRUCTIONS
     rubric_system_prompt = (
         common_system_prompt
+        + "\n\nCare experience rubric instructions:\n"
+        + resolved_rubric_instructions.strip()
         + "\n\n"
         + compile_analysis_rules_block(rubric_attributes, defaults=DEFAULT_RUBRIC_ATTRIBUTES)
     ).strip()
@@ -435,6 +440,7 @@ class ConversationInfo:
     analysis_system_prompt: str = ""
     bottom_up_instructions: str = ""
     bottom_up_attributes: List[str] = field(default_factory=list)
+    rubric_instructions: str = ""
     rubric_attributes: List[str] = field(default_factory=list)
     top_down_instructions: str = ""
     top_down_attributes: List[str] = field(default_factory=list)
@@ -464,6 +470,7 @@ class HumanChatInfo:
     analysis_system_prompt: str = ""
     bottom_up_instructions: str = ""
     bottom_up_attributes: List[str] = field(default_factory=list)
+    rubric_instructions: str = ""
     rubric_attributes: List[str] = field(default_factory=list)
     top_down_instructions: str = ""
     top_down_attributes: List[str] = field(default_factory=list)
@@ -537,6 +544,7 @@ class ConversationService:
                     "template_version_id": record.current_version_id,
                     "bottom_up_instructions": record.bottom_up_instructions,
                     "bottom_up_attributes": list(record.bottom_up_attributes),
+                    "rubric_instructions": record.rubric_instructions,
                     "rubric_attributes": list(record.rubric_attributes),
                     "top_down_instructions": record.top_down_instructions,
                     "top_down_attributes": list(record.top_down_attributes),
@@ -552,6 +560,7 @@ class ConversationService:
                 "template_version_id": record.current_version_id,
                 "bottom_up_instructions": record.bottom_up_instructions,
                 "bottom_up_attributes": list(record.bottom_up_attributes),
+                "rubric_instructions": record.rubric_instructions,
                 "rubric_attributes": list(record.rubric_attributes),
                 "top_down_instructions": record.top_down_instructions,
                 "top_down_attributes": list(record.top_down_attributes),
@@ -562,6 +571,7 @@ class ConversationService:
             "template_version_id": "",
             "bottom_up_instructions": DEFAULT_BOTTOM_UP_INSTRUCTIONS,
             "bottom_up_attributes": list(DEFAULT_BOTTOM_UP_ATTRIBUTES),
+            "rubric_instructions": DEFAULT_RUBRIC_INSTRUCTIONS,
             "rubric_attributes": list(DEFAULT_RUBRIC_ATTRIBUTES),
             "top_down_instructions": DEFAULT_TOP_DOWN_INSTRUCTIONS,
             "top_down_attributes": list(DEFAULT_TOP_DOWN_ATTRIBUTES),
@@ -612,6 +622,7 @@ class ConversationService:
         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
         resolved_top_down_instructions = str(template.get("top_down_instructions") or "").strip() or DEFAULT_TOP_DOWN_INSTRUCTIONS
+        resolved_rubric_instructions = str(template.get("rubric_instructions") or "").strip() or DEFAULT_RUBRIC_INSTRUCTIONS
         bua = template.get("bottom_up_attributes")
         ra = template.get("rubric_attributes")
         tda = template.get("top_down_attributes")
@@ -637,6 +648,7 @@ class ConversationService:
             analysis_system_prompt=resolved_analysis_prompt,
             bottom_up_instructions=resolved_bottom_instructions,
             bottom_up_attributes=resolved_bottom_attrs,
+            rubric_instructions=resolved_rubric_instructions,
             rubric_attributes=resolved_rubric_attrs,
             top_down_instructions=resolved_top_down_instructions,
             top_down_attributes=resolved_top_down_attrs,
@@ -995,6 +1007,7 @@ class ConversationService:
             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
             resolved_top_down_instructions = str(template.get("top_down_instructions") or "").strip() or DEFAULT_TOP_DOWN_INSTRUCTIONS
+            resolved_rubric_instructions = str(template.get("rubric_instructions") or "").strip() or DEFAULT_RUBRIC_INSTRUCTIONS
             bua = template.get("bottom_up_attributes")
             ra = template.get("rubric_attributes")
             tda = template.get("top_down_attributes")
@@ -1021,6 +1034,7 @@ class ConversationService:
                 analysis_system_prompt=resolved_analysis_prompt,
                 bottom_up_instructions=resolved_bottom_instructions,
                 bottom_up_attributes=resolved_bottom_attrs,
+                rubric_instructions=resolved_rubric_instructions,
                 rubric_attributes=resolved_rubric_attrs,
                 top_down_instructions=resolved_top_down_instructions,
                 top_down_attributes=resolved_top_down_attrs,
@@ -1312,6 +1326,7 @@ class ConversationService:
                 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_instructions=getattr(conv_info, "rubric_instructions", None),
                 rubric_attributes=getattr(conv_info, "rubric_attributes", None),
                 top_down_instructions=getattr(conv_info, "top_down_instructions", None),
                 top_down_attributes=getattr(conv_info, "top_down_attributes", None),
@@ -1367,11 +1382,12 @@ class ConversationService:
                         "asked_question_ids": asked_question_ids,
                     },
 	                    "analysis": {
-	                        "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_instructions": getattr(conv_info, "top_down_instructions", 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_instructions": getattr(conv_info, "rubric_instructions", None),
+                        "rubric_attributes": getattr(conv_info, "rubric_attributes", None),
+                        "top_down_instructions": getattr(conv_info, "top_down_instructions", 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),

backend/core/analysis_knobs.py

@@ -11,6 +11,10 @@ DEFAULT_TOP_DOWN_INSTRUCTIONS: str = (
     "You are performing top-down coding using the provided codebook categories. For each category, extract the most relevant codes/items supported by evidence."
 )
 
+DEFAULT_RUBRIC_INSTRUCTIONS: str = (
+    "You are performing a care experience rubric analysis. Summarize the overall experience and list the key reasons for each bucket."
+)
+
 
 DEFAULT_BOTTOM_UP_ATTRIBUTES: List[str] = [
     "Prefer fewer, higher-confidence items.",

backend/core/default_analysis_templates.py

@@ -5,6 +5,7 @@ from typing import Dict, List
 from backend.core.analysis_knobs import (
     DEFAULT_BOTTOM_UP_INSTRUCTIONS,
     DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_INSTRUCTIONS,
     DEFAULT_RUBRIC_ATTRIBUTES,
     DEFAULT_TOP_DOWN_INSTRUCTIONS,
     DEFAULT_TOP_DOWN_ATTRIBUTES,
@@ -15,6 +16,7 @@ DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE: Dict[str, object] = {
     "name": "Default top-down codebook (v1)",
     "bottom_up_instructions": DEFAULT_BOTTOM_UP_INSTRUCTIONS,
     "bottom_up_attributes": list(DEFAULT_BOTTOM_UP_ATTRIBUTES),
+    "rubric_instructions": DEFAULT_RUBRIC_INSTRUCTIONS,
     "rubric_attributes": list(DEFAULT_RUBRIC_ATTRIBUTES),
     "top_down_instructions": DEFAULT_TOP_DOWN_INSTRUCTIONS,
     "top_down_attributes": list(DEFAULT_TOP_DOWN_ATTRIBUTES),

backend/core/persona_seed.py

@@ -7,6 +7,7 @@ from backend.core.universal_prompts import DEFAULT_PATIENT_SYSTEM_PROMPT, DEFAUL
 from backend.core.analysis_knobs import (
     DEFAULT_BOTTOM_UP_INSTRUCTIONS,
     DEFAULT_BOTTOM_UP_ATTRIBUTES,
+    DEFAULT_RUBRIC_INSTRUCTIONS,
     DEFAULT_RUBRIC_ATTRIBUTES,
     DEFAULT_TOP_DOWN_INSTRUCTIONS,
     DEFAULT_TOP_DOWN_ATTRIBUTES,
@@ -38,6 +39,7 @@ async def seed_defaults_overwrite(*, store: SQLitePersonaStore) -> None:
             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_instructions=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("rubric_instructions") or DEFAULT_RUBRIC_INSTRUCTIONS),
             rubric_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("rubric_attributes") or DEFAULT_RUBRIC_ATTRIBUTES),  # type: ignore[list-item]
             top_down_instructions=str(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("top_down_instructions") or DEFAULT_TOP_DOWN_INSTRUCTIONS),
             top_down_attributes=list(DEFAULT_TOP_DOWN_CODEBOOK_TEMPLATE.get("top_down_attributes") or DEFAULT_TOP_DOWN_ATTRIBUTES),  # type: ignore[list-item]
@@ -62,6 +64,7 @@ async def seed_defaults_overwrite(*, store: SQLitePersonaStore) -> None:
                 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_instructions, str)
                 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_instructions, str) and t.top_down_instructions.strip())
                 or not (isinstance(t.top_down_attributes, list) and any(isinstance(x, str) and x.strip() for x in t.top_down_attributes))
@@ -72,6 +75,7 @@ async def seed_defaults_overwrite(*, store: SQLitePersonaStore) -> None:
                 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_instructions=t.rubric_instructions.strip() if isinstance(t.rubric_instructions, str) and t.rubric_instructions.strip() else DEFAULT_RUBRIC_INSTRUCTIONS,
                 rubric_attributes=t.rubric_attributes if t.rubric_attributes else list(DEFAULT_RUBRIC_ATTRIBUTES),
                 top_down_instructions=t.top_down_instructions.strip() if isinstance(t.top_down_instructions, str) and t.top_down_instructions.strip() else DEFAULT_TOP_DOWN_INSTRUCTIONS,
                 top_down_attributes=t.top_down_attributes if t.top_down_attributes else list(DEFAULT_TOP_DOWN_ATTRIBUTES),

backend/storage/models.py

@@ -73,6 +73,7 @@ class AnalysisTemplateRecord:
     updated_at: str
     bottom_up_instructions: str
     bottom_up_attributes: List[str]
+    rubric_instructions: str
     rubric_attributes: List[str]
     top_down_instructions: str
     top_down_attributes: List[str]

backend/storage/sqlite_persona_store.py

@@ -212,6 +212,7 @@ class SQLitePersonaStore:
                     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_instructions=_clean_str(content.get("rubric_instructions")),
                     rubric_attributes=_clean_str_list(content.get("rubric_attributes")),
                     top_down_instructions=_clean_str(content.get("top_down_instructions")),
                     top_down_attributes=_clean_str_list(content.get("top_down_attributes")),
@@ -270,6 +271,7 @@ class SQLitePersonaStore:
             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_instructions=_clean_str(content.get("rubric_instructions")),
             rubric_attributes=_clean_str_list(content.get("rubric_attributes")),
             top_down_instructions=_clean_str(content.get("top_down_instructions")),
             top_down_attributes=_clean_str_list(content.get("top_down_attributes")),
@@ -283,6 +285,7 @@ class SQLitePersonaStore:
         name: str,
         bottom_up_instructions: str,
         bottom_up_attributes: List[str],
+        rubric_instructions: str,
         rubric_attributes: List[str],
         top_down_instructions: str,
         top_down_attributes: List[str],
@@ -297,6 +300,7 @@ class SQLitePersonaStore:
             raise ValueError("categories are required")
         bui = _clean_str(bottom_up_instructions)
         bua = _clean_str_list(bottom_up_attributes)
+        ri = _clean_str(rubric_instructions)
         ra = _clean_str_list(rubric_attributes)
         tdi = _clean_str(top_down_instructions)
         tda = _clean_str_list(top_down_attributes)
@@ -307,6 +311,7 @@ class SQLitePersonaStore:
             {
                 "bottom_up_instructions": bui,
                 "bottom_up_attributes": bua,
+                "rubric_instructions": ri,
                 "rubric_attributes": ra,
                 "top_down_instructions": tdi,
                 "top_down_attributes": tda,
@@ -357,6 +362,7 @@ class SQLitePersonaStore:
         name: str,
         bottom_up_instructions: str,
         bottom_up_attributes: List[str],
+        rubric_instructions: str,
         rubric_attributes: List[str],
         top_down_instructions: str,
         top_down_attributes: List[str],
@@ -370,6 +376,7 @@ class SQLitePersonaStore:
             raise ValueError("categories are required")
         bui = _clean_str(bottom_up_instructions)
         bua = _clean_str_list(bottom_up_attributes)
+        ri = _clean_str(rubric_instructions)
         ra = _clean_str_list(rubric_attributes)
         tdi = _clean_str(top_down_instructions)
         tda = _clean_str_list(top_down_attributes)
@@ -381,6 +388,7 @@ class SQLitePersonaStore:
             {
                 "bottom_up_instructions": bui,
                 "bottom_up_attributes": bua,
+                "rubric_instructions": ri,
                 "rubric_attributes": ra,
                 "top_down_instructions": tdi,
                 "top_down_attributes": tda,
@@ -419,6 +427,7 @@ class SQLitePersonaStore:
         template_id: str,
         bottom_up_instructions: str,
         bottom_up_attributes: List[str],
+        rubric_instructions: str,
         rubric_attributes: List[str],
         top_down_instructions: str,
         top_down_attributes: List[str],
@@ -432,6 +441,7 @@ class SQLitePersonaStore:
             raise ValueError("categories are required")
         bui = _clean_str(bottom_up_instructions)
         bua = _clean_str_list(bottom_up_attributes)
+        ri = _clean_str(rubric_instructions)
         ra = _clean_str_list(rubric_attributes)
         tdi = _clean_str(top_down_instructions)
         tda = _clean_str_list(top_down_attributes)
@@ -442,6 +452,7 @@ class SQLitePersonaStore:
             {
                 "bottom_up_instructions": bui,
                 "bottom_up_attributes": bua,
+                "rubric_instructions": ri,
                 "rubric_attributes": ra,
                 "top_down_instructions": tdi,
                 "top_down_attributes": tda,

docs/capabilities.md

@@ -104,7 +104,7 @@ In the UI, each column populates as its pass completes, while later passes show
 
 - An **analysis framework** defines:
   - bottom-up instructions + attributes
-  - rubric attributes
+  - rubric instructions + attributes
   - top-down instructions + attributes + codebook categories (optional per-category descriptions)
 - 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:

frontend/pages/config_view.py

@@ -13,6 +13,7 @@ def get_config_view_js() -> str:
 	            };
 	            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 DEFAULT_TOP_DOWN_INSTRUCTIONS = `You are performing top-down coding using the provided codebook categories. For each category, extract the most relevant codes/items supported by evidence.`;
+	            const DEFAULT_RUBRIC_INSTRUCTIONS = `You are performing a care experience rubric analysis. Summarize the overall experience and list the key reasons for each bucket.`;
 
 		            const BOTTOM_UP_DEFAULT_ATTRIBUTES = [
 		                "Prefer fewer, higher-confidence items.",
@@ -92,6 +93,7 @@ Requirements:
 		            const [patientPersonaDetail, setPatientPersonaDetail] = React.useState(null);
 		            const [bottomUpInstructions, setBottomUpInstructions] = React.useState(() => '');
 		            const [bottomUpAttributeItems, setBottomUpAttributeItems] = React.useState(() => []);
+		            const [rubricInstructions, setRubricInstructions] = React.useState(() => '');
 		            const [rubricAttributeItems, setRubricAttributeItems] = React.useState(() => []);
 		            const [topDownInstructions, setTopDownInstructions] = React.useState(() => '');
 		            const [topDownAttributeItems, setTopDownAttributeItems] = React.useState(() => []);
@@ -231,22 +233,27 @@ 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 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 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 addRubricAttribute = () => setRubricAttributeItems((prev) => ([...(prev || []), '' ]));
+            const updateRubricAttribute = (idx, text) => setRubricAttributeItems((prev) => (prev || []).map((v, i) => (i === idx ? text : v)));
+            const removeRubricAttribute = (idx) => setRubricAttributeItems((prev) => (prev || []).filter((_, i) => i !== idx));
+
+            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 applyBottomUpDefaults = () => {
 	                setBottomUpInstructions(DEFAULT_BOTTOM_UP_INSTRUCTIONS);
 	                setBottomUpAttributeItems([...(BOTTOM_UP_DEFAULT_ATTRIBUTES || [])]);
 	            };
 
-	            const applyRubricDefaults = () => {
-	                setRubricAttributeItems([...(RUBRIC_DEFAULT_ATTRIBUTES || [])]);
-	            };
+            const applyRubricDefaults = () => {
+                setRubricInstructions(DEFAULT_RUBRIC_INSTRUCTIONS);
+                setRubricAttributeItems([...(RUBRIC_DEFAULT_ATTRIBUTES || [])]);
+            };
 
 	            const applyTopDownDefaults = () => {
 	                setTopDownInstructions(DEFAULT_TOP_DOWN_INSTRUCTIONS);
@@ -309,13 +316,18 @@ Requirements:
 	                        } 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 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 || []) ]);
+                        if (typeof t?.rubric_instructions === 'string' && t.rubric_instructions.trim()) {
+                            setRubricInstructions(t.rubric_instructions);
+                        } else {
+                            setRubricInstructions(DEFAULT_RUBRIC_INSTRUCTIONS);
+                        }
+                        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);
@@ -334,15 +346,16 @@ Requirements:
 		                            description: (c && typeof c.description === 'string') ? c.description : '',
 		                        })));
 		                    })
-	                    .catch(() => {
-	                        setSelectedTemplateDetail(null);
-	                        setBottomUpInstructions(DEFAULT_BOTTOM_UP_INSTRUCTIONS);
-	                        setBottomUpAttributeItems([ ...(BOTTOM_UP_DEFAULT_ATTRIBUTES || []) ]);
-	                        setRubricAttributeItems([ ...(RUBRIC_DEFAULT_ATTRIBUTES || []) ]);
-	                        setTopDownInstructions(DEFAULT_TOP_DOWN_INSTRUCTIONS);
-	                        setTopDownAttributeItems([ ...(TOP_DOWN_DEFAULT_ATTRIBUTES || []) ]);
-	                        setSelectedTemplateCategories([]);
-	                    });
+                    .catch(() => {
+                        setSelectedTemplateDetail(null);
+                        setBottomUpInstructions(DEFAULT_BOTTOM_UP_INSTRUCTIONS);
+                        setBottomUpAttributeItems([ ...(BOTTOM_UP_DEFAULT_ATTRIBUTES || []) ]);
+                        setRubricInstructions(DEFAULT_RUBRIC_INSTRUCTIONS);
+                        setRubricAttributeItems([ ...(RUBRIC_DEFAULT_ATTRIBUTES || []) ]);
+                        setTopDownInstructions(DEFAULT_TOP_DOWN_INSTRUCTIONS);
+                        setTopDownAttributeItems([ ...(TOP_DOWN_DEFAULT_ATTRIBUTES || []) ]);
+                        setSelectedTemplateCategories([]);
+                    });
 	            }, [selectedTemplateId]);
 
 	            React.useEffect(() => {
@@ -428,12 +441,13 @@ Requirements:
 			                            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_instructions: (topDownInstructions || '').trim(),
-			                                top_down_attributes: (topDownAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
-			                                categories: (selectedTemplateCategories || []).map((c) => ({
+                                bottom_up_instructions: (bottomUpInstructions || '').trim(),
+                                bottom_up_attributes: (bottomUpAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
+                                rubric_instructions: (rubricInstructions || '').trim(),
+                                rubric_attributes: (rubricAttributeItems || []).map((x) => (typeof x === 'string' ? x.trim() : '')).filter((x) => x.length > 0),
+                                top_down_instructions: (topDownInstructions || '').trim(),
+                                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() : '',
 			                                    description: (c && typeof c.description === 'string') ? c.description.trim() : '',
@@ -1001,8 +1015,64 @@ Requirements:
 
                                 <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 className="flex items-center justify-between gap-3 mb-2">
+                                        <label className="block text-sm font-semibold text-slate-700">Care experience rubric instructions</label>
+                                        <button
+                                            type="button"
+                                            onClick={applyRubricDefaults}
+                                            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={rubricInstructions || ''}
+                                        onChange={(e) => setRubricInstructions(e.target.value)}
+                                        placeholder="Rubric instructions..."
+                                    />
+
+                                    <div className="flex items-center justify-between gap-3 mt-4 mb-2">
+                                        <label className="block text-sm font-semibold text-slate-700">Rubric attributes</label>
+                                    </div>
+                                    <div className="space-y-2">
+                                        {(rubricAttributeItems || []).length === 0 ? (
+                                            <div className="text-sm text-slate-500">No attributes yet.</div>
+                                        ) : (
+                                            (rubricAttributeItems || []).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) => updateRubricAttribute(idx, e.target.value)}
+                                                        placeholder="Type an attribute..."
+                                                    />
+                                                    {selectedTemplateDetail?.is_default === false && (
+                                                        <button
+                                                            type="button"
+                                                            onClick={() => removeRubricAttribute(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={addRubricAttribute}
+                                                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>