SENTENCE_LEVEL_CATEGORIZATION_PLAN.md

# 📋 Sentence-Level Categorization - ✅ IMPLEMENTED

**Status**: ✅ **COMPLETE** - All 7 phases implemented and deployed

**Problem Identified**: Single submissions often contain multiple semantic units (sentences) belonging to different categories, leading to loss of nuance.

**Example**:
> "Dallas should establish more green spaces in South Dallas neighborhoods. Areas like Oak Cliff lack accessible parks compared to North Dallas."
- Sentence 1: **Objectives** (should establish...)
- Sentence 2: **Problem** (lack accessible parks...)

---

## ✅ Implementation Status

### Phase 1: Database Schema ✅ COMPLETE
- ✅ `SubmissionSentence` model created
- ✅ `sentence_analysis_done` flag added to Submission
- ✅ `sentence_id` foreign key added to TrainingExample
- ✅ Helper methods: `get_primary_category()`, `get_category_distribution()`
- ✅ Database migration script completed

**Files**:
- `app/models/models.py` (lines 85-114): SubmissionSentence model
- `app/models/models.py` (lines 34-60): Updated Submission model
- `migrations/migrate_to_sentence_level.py`: Migration script

### Phase 2: Sentence Segmentation ✅ COMPLETE
- ✅ Rule-based sentence segmenter created
- ✅ Handles abbreviations (Dr., Mr., etc.)
- ✅ Handles bullet points and special punctuation
- ✅ Minimum length validation

**Files**:
- `app/sentence_segmenter.py`: SentenceSegmenter class with comprehensive logic

### Phase 3: Analysis Pipeline ✅ COMPLETE
- ✅ `analyze_sentences()` method - analyzes list of sentences
- ✅ `analyze_with_sentences()` method - segments and analyzes in one call
- ✅ Each sentence classified independently
- ✅ Confidence scores tracked (when available)

**Files**:
- `app/analyzer.py` (lines 282-313): analyze_sentences method
- `app/analyzer.py` (lines 315-332): analyze_with_sentences method

### Phase 4: Backend API ✅ COMPLETE
- ✅ Analysis endpoint updated for sentence-level
- ✅ Sentence category update endpoint (`/api/update-sentence-category/<id>`)
- ✅ Training examples linked to sentences
- ✅ Backward compatibility maintained

**Files**:
- `app/routes/admin.py` (lines 372-429): Updated analyze endpoint
- `app/routes/admin.py` (lines 305-354): Sentence category update endpoint

### Phase 5: UI/UX ✅ COMPLETE
- ✅ Collapsible sentence view in submissions
- ✅ Category distribution badges
- ✅ Individual sentence category dropdowns
- ✅ Real-time sentence category editing
- ✅ Visual feedback for changes

**Files**:
- `app/templates/admin/submissions.html` (lines 69-116): Sentence-level UI

### Phase 6: Dashboard Aggregation ✅ COMPLETE
- ✅ Dual-mode dashboard (Submissions vs Sentences)
- ✅ Toggle button for view mode
- ✅ Sentence-based category statistics
- ✅ Contributor breakdown by sentences
- ✅ Backward compatible with submission-level

**Files**:
- `app/routes/admin.py` (lines 117-181): Updated dashboard route
- `app/templates/admin/dashboard.html` (lines 1-20): View mode selector

### Phase 7: Migration & Testing ✅ COMPLETE
- ✅ Migration script with SQL ALTER statements
- ✅ Safely adds columns to existing tables
- ✅ 60 submissions migrated successfully
- ✅ Backward compatibility verified
- ✅ Sentence-level analysis tested and working

**Files**:
- `migrations/migrate_to_sentence_level.py`: Complete migration script

---

## 🎯 Additional Features Implemented

### Training Data Management
- ✅ Export training examples (with sentence-level filter)
- ✅ Import training examples from JSON
- ✅ Clear training examples (with safety options)
- ✅ Sentence-level training data preference

**Files**:
- `app/routes/admin.py` (lines 748-886): Export/Import/Clear endpoints
- `app/templates/admin/training.html` (lines 64-126): Training data management UI

### Fine-Tuning Enhancements
- ✅ Sentence-level vs submission-level training toggle
- ✅ Filters training data to use only sentence-level examples
- ✅ Falls back to all examples if insufficient sentence-level data
- ✅ Detailed progress tracking (epoch/step/loss)
- ✅ Real-time progress updates during training

**Files**:
- `app/routes/admin.py` (lines 893-910): Training data filtering
- `app/fine_tuning/trainer.py` (lines 34-102): ProgressCallback for tracking
- `app/templates/admin/training.html` (lines 174-189): Sentence-level training option

### Model Management
- ✅ Force delete training runs
- ✅ Bypass all safety checks for stuck runs
- ✅ Confirmation prompt requiring "DELETE" text
- ✅ Model file cleanup on deletion

**Files**:
- `app/routes/admin.py` (lines 1391-1430): Force delete endpoint
- `app/templates/admin/training.html` (lines 920-952): Force delete function

---

## 📊 How It Works

### 1. Submission Flow
```
User submits text
    ↓
Stored in database
    ↓
Admin clicks "Analyze All"
    ↓
Text segmented into sentences (sentence_segmenter.py)
    ↓
Each sentence classified independently (analyzer.py)
    ↓
Results stored in submission_sentences table
    ↓
Primary category calculated from sentence distribution
```

### 2. Training Flow
```
Admin reviews sentences
    ↓
Corrects individual sentence categories
    ↓
Each correction creates a sentence-level training example
    ↓
Training examples exported/imported as needed
    ↓
Model trained using only sentence-level data (when enabled)
    ↓
Fine-tuned model deployed for better accuracy
```

### 3. Dashboard Aggregation
```
Admin selects view mode (Submissions vs Sentences)
    ↓
If Submissions: Count by primary category per submission
    ↓
If Sentences: Count all sentences by category
    ↓
Charts and statistics update accordingly
```

---

## 🎨 UI Features

### Submissions Page
- **View Sentences** button shows count: `(3)` sentences
- Click to expand collapsible sentence list
- Each sentence displays:
  - Sentence number
  - Text content
  - Category dropdown (editable)
  - Confidence score (if available)
- Category distribution badges show percentages

### Dashboard
- **Toggle buttons**: "By Submissions" | "By Sentences"
- Charts update based on selected mode
- Category breakdown shows different totals
- Contributor statistics remain submission-based

### Training Page
- **Checkbox**: "Use Sentence-Level Training Data" (default: checked)
- Export with "Sentence-level only" filter
- Import shows sentence vs submission counts
- Clear with "Sentence-level only" option

---

## 🗂️ Database Schema

### submission_sentences Table
```sql
CREATE TABLE submission_sentences (
    id INTEGER PRIMARY KEY,
    submission_id INTEGER NOT NULL,
    sentence_index INTEGER NOT NULL,
    text TEXT NOT NULL,
    category VARCHAR(50),
    confidence REAL,
    created_at DATETIME DEFAULT CURRENT_TIMESTAMP,
    FOREIGN KEY (submission_id) REFERENCES submissions(id),
    UNIQUE (submission_id, sentence_index)
);
```

### Updated submissions Table
```sql
ALTER TABLE submissions
ADD COLUMN sentence_analysis_done BOOLEAN DEFAULT 0;
```

### Updated training_examples Table
```sql
ALTER TABLE training_examples
ADD COLUMN sentence_id INTEGER REFERENCES submission_sentences(id);
```

---

## 📈 Usage Statistics

**Current Database** (as of implementation):
- Total submissions: 60
- Sentence-level analyzed: Yes
- Total training examples: 71
  - Sentence-level: 11
  - Submission-level: 60
- Training runs: 12

---

## 🔧 Configuration

### Enable Sentence-Level Analysis
In admin interface:
1. Go to **Submissions**
2. Click **"Analyze All"**
3. System automatically uses sentence-level (default)

### Train with Sentence Data
In admin interface:
1. Go to **Training**
2. Check **"Use Sentence-Level Training Data"**
3. Click **"Start Training"**
4. System uses only sentence-level examples (falls back if < 20)

### View Sentence Analytics
In admin interface:
1. Go to **Dashboard**
2. Click **"By Sentences"** toggle
3. Charts show sentence-based aggregation

---

## 🚀 Performance Notes

**Sentence Segmentation**: ~50-100ms per submission (rule-based, fast)

**Classification**: ~200-500ms per sentence (BART model, CPU)
- 3-sentence submission: ~600-1500ms total
- Can be parallelized in future

**Database Queries**: Optimized with indexes on foreign keys

**UI Rendering**: Lazy loading with Bootstrap collapse components

---

## 🔄 Backward Compatibility

**✅ Fully backward compatible**:
- Old `submission.category` field preserved
- Automatically set to primary category from sentences
- Legacy submissions work without re-analysis
- Dashboard supports both view modes
- Training examples support both types

---

## 📝 Next Steps (Future Enhancements)

### Potential Improvements
1. ⏭️ Parallel sentence classification (faster bulk analysis)
2. ⏭️ Confidence threshold filtering
3. ⏭️ Sentence-level map markers (optional)
4. ⏭️ Advanced NLP: Named entity recognition
5. ⏭️ Sentence similarity clustering
6. ⏭️ Multi-language support

### Optimization Opportunities
1. ⏭️ Cache sentence segmentation results
2. ⏭️ Batch sentence classification API
3. ⏭️ Database indexes on category fields
4. ⏭️ Async processing for large batches

---

## ✅ Verification Checklist

- [x] Database schema updated
- [x] Migration script runs successfully
- [x] Sentence segmentation working
- [x] Each sentence classified independently
- [x] UI shows sentence breakdown
- [x] Category distribution calculated correctly
- [x] Training examples linked to sentences
- [x] Dashboard dual-mode working
- [x] Export/import preserves sentence data
- [x] Backward compatibility maintained
- [x] Documentation updated
- [x] All features tested end-to-end

---

## 📚 Related Documentation

- `README.md` - Updated with sentence-level features
- `NEXT_STEPS_CATEGORIZATION.md` - Implementation guidance
- `TRAINING_DATA_MANAGEMENT.md` - Export/import workflows

---

## 🎯 Conclusion

**Sentence-level categorization is fully operational!**

The system now:
- ✅ Segments submissions into sentences
- ✅ Classifies each sentence independently
- ✅ Shows detailed breakdown in UI
- ✅ Trains models on sentence-level data
- ✅ Provides dual-mode analytics
- ✅ Maintains backward compatibility

**Total Implementation Time**: ~18 hours (13-20 hour estimate)

**Result**: Maximum analytical granularity with zero loss of functionality.