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tools.py
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"""tools.py — Sentence-level BERTopic pipeline + Mistral LLM. Version 3.0.0 | 4 April 2026. ZERO for/while/if.
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PIPELINE:
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Paper → split into sentences → each sentence gets paper_id + sent_id + metadata
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→ embed sentences (384d) → AgglomerativeClustering cosine → centroid nearest 5 sentences
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→ Mistral labels topics from sentence evidence + paper metadata
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→ one paper can span MULTIPLE topics
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"""
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from langchain_core.tools import tool
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import os
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import json
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import re
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import numpy as np
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import pandas as pd
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# ═══════════════════════════════════════════════
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# DEBUG + STATE + CONSTANTS
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# ═══════════════════════════════════════════════
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DEBUG = True
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debug = {True: print, False: lambda *a, **k: None}[DEBUG]
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CHECKPOINT_DIR = "/tmp/checkpoints"
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os.makedirs(CHECKPOINT_DIR, exist_ok=True)
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NEAREST_K = 5
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SENT_SPLIT_RE = r'(?<=[.!?])\s+(?=[A-Z])'
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MIN_SENT_LEN = 30
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RUN_CONFIGS = {
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"abstract": ["Abstract"],
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"title": ["Title"],
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}
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_data = {}
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# ═══════════════════════════════════════════════
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# HELPER: Split text into sentences (regex, no nltk)
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# ═══════════════════════════════════════════════
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def _split_sentences(text):
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"""Split text on sentence boundaries. Filters short fragments (<30 chars).
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Uses regex: split after .!? followed by uppercase letter."""
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raw = re.split(SENT_SPLIT_RE, str(text))
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return list(filter(lambda s: len(s.strip()) >= MIN_SENT_LEN, raw))
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# ═══════════════════════════════════════════════
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# TOOL 1: Load Scopus CSV
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# ═══════════════════════════════════════════════
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@tool
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def load_scopus_csv(filepath: str) -> str:
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"""Load a Scopus CSV export and show preview. Call this first.
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Args:
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filepath: Path to the uploaded .csv file.
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Returns:
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Row count, column names, and sample data."""
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debug(f"\n>>> TOOL: load_scopus_csv(filepath='{filepath}')")
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df = pd.read_csv(filepath, encoding="utf-8-sig")
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_data["df"] = df
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debug(f">>> Loaded {len(df)} rows, {len(df.columns)} columns")
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target_cols = list(filter(lambda c: c in df.columns, ["Title", "Abstract", "Author Keywords"]))
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sample = df[target_cols].head(3).to_string(max_colwidth=80)
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null_counts = ", ".join(list(map(
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lambda c: f"{c}: {df[c].notna().sum()}/{len(df)}", target_cols)))
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# Estimate sentence counts
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sample_sents = df["Abstract"].head(5).apply(_split_sentences).apply(len)
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avg_abstract_sents = sample_sents.mean()
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est_abstract = int(avg_abstract_sents * len(df))
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title_count = int(df["Title"].notna().sum())
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return (f"📊 **Dataset Statistics:**\n"
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f"- **Papers:** {len(df)}\n"
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f"- **Abstract sentences:** ~{est_abstract} (~{avg_abstract_sents:.0f} per paper)\n"
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f"- **Title sentences:** {title_count} (1 per paper)\n"
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f"- **Non-null:** {null_counts}\n\n"
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f"Columns: {', '.join(list(df.columns)[:15])}\n\n"
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f"Sample:\n{sample}")
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# ═══════════════════════════════════════════════
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# TOOL 2: Sentence-Level BERTopic Pipeline
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# ═══════════════════════════════════════════════
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@tool
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def run_bertopic_discovery(run_key: str, threshold: float = 0.7) -> str:
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"""Sentence-level BERTopic: split papers → embed sentences → cosine similarity clustering → centroid nearest 5 → Plotly charts.
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Each sentence keeps paper_id, sent_id, and metadata. One paper can span multiple topics.
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Uses AgglomerativeClustering with cosine distance — groups sentences by similarity threshold.
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Args:
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run_key: One of 'abstract' or 'title' — selects which columns to split into sentences.
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threshold: Cosine distance threshold (0.0-1.0). Lower = stricter = more topics.
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0.5 = very strict (~2000 topics), 0.7 = recommended (~100 topics, default), 0.8 = loose (~30 topics), 0.9 = very loose (~10 topics).
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Returns:
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Topic summary with sentence counts, paper counts, and 5 nearest centroid sentences."""
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debug(f"\n>>> TOOL: run_bertopic_discovery(run_key='{run_key}', threshold={threshold})")
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from bertopic import BERTopic
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from sentence_transformers import SentenceTransformer
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df = _data["df"].copy()
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cols = RUN_CONFIGS[run_key]
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available = list(filter(lambda c: c in df.columns, cols))
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debug(f">>> Columns: {available}")
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# ── Step 1: Assemble text per paper ──
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df["_text"] = df[available].fillna("").agg(" ".join, axis=1)
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df["_paper_id"] = df.index
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debug(f">>> {len(df)} papers assembled")
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# ── Step 2: Split into sentences — regex, no nltk ──
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debug(">>> Splitting into sentences...")
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df["_sentences"] = df["_text"].apply(_split_sentences)
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debug(f">>> Sentence counts: min={df['_sentences'].apply(len).min()}, "
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f"max={df['_sentences'].apply(len).max()}, "
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f"mean={df['_sentences'].apply(len).mean():.1f}")
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# ── Step 3: Explode to sentence-level DataFrame ──
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meta_cols = ["_paper_id", "Title", "Author Keywords", "_sentences"]
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available_meta = list(filter(lambda c: c in df.columns, meta_cols))
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sent_df = df[available_meta].explode("_sentences").rename(
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columns={"_sentences": "text"}).reset_index(drop=True)
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sent_df = sent_df.dropna(subset=["text"]).reset_index(drop=True)
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sent_df["sent_id"] = sent_df.groupby("_paper_id").cumcount()
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# ── Step 3b: Filter out publisher boilerplate sentences ──
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# Scopus abstracts contain copyright/license noise that clustering picks up as topics.
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# These are NOT research content — remove before embedding.
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debug(">>> Filtering publisher boilerplate...")
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_n_before = len(sent_df)
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boilerplate_patterns = "|".join([
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r"Licensee MDPI",
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r"Published by Informa",
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r"Published by Elsevier",
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r"Taylor & Francis",
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r"Copyright ©",
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r"Creative Commons",
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r"open access article",
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r"Inderscience Enterprises",
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r"All rights reserved",
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r"This is an open access",
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r"distributed under the terms",
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r"The Author\(s\)",
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r"Springer Nature",
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r"Emerald Publishing",
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r"limitations and future",
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r"limitations and implications",
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r"limitations are discussed",
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r"limitations have been discussed",
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r"implications are discussed",
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r"implications were discussed",
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r"implications are presented",
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r"concludes with .* implications",
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])
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clean_mask = ~sent_df["text"].str.contains(boilerplate_patterns, case=False, regex=True, na=False)
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sent_df = sent_df[clean_mask].reset_index(drop=True)
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sent_df["sent_id"] = sent_df.groupby("_paper_id").cumcount()
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debug(f">>> Filtered: {_n_before} → {len(sent_df)} sentences ({_n_before - len(sent_df)} boilerplate removed)")
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n_sentences = len(sent_df)
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n_papers = len(df)
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debug(f">>> {n_sentences} sentences from {n_papers} papers")
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# ── Step 4: Embed sentences (384d, L2-normalized) ──
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# BERTopic FAQ: "normalize them first to force a cosine-related distance metric"
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# Math: for L2-normalized vectors, euclidean²(a,b) = 2(1 - cos(a,b)) → same clusters as cosine
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debug(">>> Embedding sentences with all-MiniLM-L6-v2 (L2-normalized)...")
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docs = sent_df["text"].tolist()
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embedder = SentenceTransformer("all-MiniLM-L6-v2")
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embeddings = embedder.encode(docs, show_progress_bar=False, normalize_embeddings=True)
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debug(f">>> Embeddings: {embeddings.shape}, normalized: True")
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# Save checkpoint
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np.save(f"{CHECKPOINT_DIR}/rq4_{run_key}_emb.npy", embeddings)
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# ── Step 5: Agglomerative Clustering with COSINE similarity threshold ──
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# Groups sentences where cosine_distance < threshold → same cluster
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# No dimension reduction. No density estimation. Pure similarity grouping.
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debug(f">>> AgglomerativeClustering cosine threshold={threshold} on 384d embeddings...")
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from sklearn.preprocessing import FunctionTransformer
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from sklearn.cluster import AgglomerativeClustering
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no_umap = FunctionTransformer()
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cluster_model = AgglomerativeClustering(
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n_clusters=None,
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metric="cosine",
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linkage="average",
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distance_threshold=threshold,
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)
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topic_model = BERTopic(
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hdbscan_model=cluster_model,
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umap_model=no_umap,
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)
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topics, probs = topic_model.fit_transform(docs, embeddings)
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n_topics = len(set(topics)) - int(-1 in topics)
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n_outliers = int(np.sum(np.array(topics) == -1))
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debug(f">>> {n_topics} topics, {n_outliers} outlier sentences")
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# Store for later tools
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_data[f"{run_key}_model"] = topic_model
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_data[f"{run_key}_topics"] = np.array(topics)
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_data[f"{run_key}_embeddings"] = embeddings
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_data[f"{run_key}_sent_df"] = sent_df
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# ── Step 6: BERTopic Plotly visualizations (skip charts that need 3+ topics) ──
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debug(f">>> Generating visualizations ({n_topics} topics)...")
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# visualize_topics() uses UMAP internally → crashes with < 3 topics
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(n_topics >= 3) and topic_model.visualize_topics().write_html(
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f"/tmp/rq4_{run_key}_intertopic.html", include_plotlyjs="cdn")
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# barchart works with 1+ topics
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(n_topics >= 1) and topic_model.visualize_barchart(
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top_n_topics=min(10, max(1, n_topics))).write_html(
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f"/tmp/rq4_{run_key}_bars.html", include_plotlyjs="cdn")
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# hierarchy needs 2+ topics
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(n_topics >= 2) and topic_model.visualize_hierarchy().write_html(
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f"/tmp/rq4_{run_key}_hierarchy.html", include_plotlyjs="cdn")
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# heatmap needs 2+ topics
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(n_topics >= 2) and topic_model.visualize_heatmap().write_html(
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f"/tmp/rq4_{run_key}_heatmap.html", include_plotlyjs="cdn")
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debug(f">>> Visualizations saved (skipped charts needing more topics)")
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# ── Step 7: Centroid nearest 5 SENTENCES — COSINE similarity ──
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topics_arr = np.array(topics)
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topic_info = topic_model.get_topic_info()
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valid_rows = list(filter(lambda r: r["Topic"] != -1, topic_info.to_dict("records")))
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def _centroid_nearest(row):
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"""Find 5 sentences nearest to topic centroid via cosine similarity."""
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mask = topics_arr == row["Topic"]
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member_idx = np.where(mask)[0]
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member_embs = embeddings[mask]
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centroid = member_embs.mean(axis=0)
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# Cosine distance: 1 - cos_sim. For normalized vectors: cos_sim = dot product
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norms = np.linalg.norm(member_embs, axis=1) * np.linalg.norm(centroid)
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cosine_sim = (member_embs @ centroid) / (norms + 1e-10)
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dists = 1 - cosine_sim
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nearest = np.argsort(dists)[:NEAREST_K]
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# 5 nearest sentences with paper metadata
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nearest_evidence = list(map(lambda i: {
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"sentence": str(sent_df.iloc[member_idx[i]]["text"])[:250],
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"paper_id": int(sent_df.iloc[member_idx[i]]["_paper_id"]),
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"title": str(sent_df.iloc[member_idx[i]].get("Title", ""))[:150],
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"keywords": str(sent_df.iloc[member_idx[i]].get("Author Keywords", ""))[:150],
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}, nearest))
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# Count unique papers in this topic + collect their titles
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topic_papers_df = sent_df.iloc[member_idx].drop_duplicates(subset=["_paper_id"])
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unique_papers = len(topic_papers_df)
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paper_titles = list(map(
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lambda idx: str(topic_papers_df.iloc[idx].get("Title", ""))[:200],
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range(min(50, unique_papers)))) # cap at 50 titles per topic
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return {"topic_id": int(row["Topic"]),
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"sentence_count": int(row["Count"]),
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"paper_count": int(unique_papers),
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"top_words": str(row.get("Name", ""))[:100],
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"nearest": nearest_evidence,
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"paper_titles": paper_titles}
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summaries = list(map(_centroid_nearest, valid_rows))
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json.dump(summaries, open(f"{CHECKPOINT_DIR}/rq4_{run_key}_summaries.json", "w"), indent=2, default=str)
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debug(f">>> {len(summaries)} topics saved ({NEAREST_K} nearest sentences each)")
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# ── Format output ──
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lines = list(map(
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lambda s: f" Topic {s['topic_id']} ({s['sentence_count']} sentences, {s['paper_count']} papers): {s['top_words']}",
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summaries))
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return (f"[{run_key}] {n_topics} topics from {n_sentences} sentences ({n_papers} papers, {n_outliers} outliers).\n\n"
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+ "\n".join(lines)
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+ f"\n\nVisualizations: /tmp/rq4_{run_key}_*.html (4 files)"
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+ f"\nCheckpoints: {CHECKPOINT_DIR}/rq4_{run_key}_emb.npy + summaries.json")
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# ═══════════════════════════════════════════════
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# TOOL 3: Label Topics with Mistral (sentence evidence)
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# ═══════════════════════════════════════════════
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@tool
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def label_topics_with_llm(run_key: str) -> str:
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"""Send 5 nearest centroid sentences + paper metadata to Mistral for labeling.
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Each sentence shows which paper it came from (title + keywords).
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Args:
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run_key: One of 'abstract' or 'title'.
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Returns:
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Labeled topics with sentence-level evidence."""
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debug(f"\n>>> TOOL: label_topics_with_llm(run_key='{run_key}')")
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from langchain_mistralai import ChatMistralAI
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from langchain_core.prompts import PromptTemplate
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from langchain_core.output_parsers import JsonOutputParser
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summaries = json.load(open(f"{CHECKPOINT_DIR}/rq4_{run_key}_summaries.json"))
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debug(f">>> Loaded {len(summaries)} topics ({NEAREST_K} sentences each)")
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# Limit to top 50 largest topics — prevents Mistral rate limit on 2000+ topics
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MAX_LABEL_TOPICS = 100
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sorted_summaries = sorted(summaries, key=lambda s: s.get("sentence_count", 0), reverse=True)
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summaries_to_label = sorted_summaries[:MAX_LABEL_TOPICS]
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skipped = max(0, len(summaries) - MAX_LABEL_TOPICS)
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debug(f">>> Labeling top {len(summaries_to_label)} topics (skipped {skipped} small clusters)")
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# Format all topics — show sentence + paper metadata as evidence
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topics_block = "\n\n".join(list(map(
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lambda s: (f"Topic {s['topic_id']} ({s['sentence_count']} sentences from {s['paper_count']} papers):\n"
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f" Top words: {s['top_words']}\n"
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f" {NEAREST_K} nearest centroid sentences:\n"
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+ "\n".join(list(map(
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lambda e: (f" - \"{e['sentence'][:200]}\"\n"
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f" Paper: \"{e['title']}\"\n"
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f" Keywords: {e['keywords']}"),
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s["nearest"])))),
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summaries_to_label)))
|
| 314 |
-
|
| 315 |
-
prompt = PromptTemplate.from_template(
|
| 316 |
-
"You are a research topic classifier for academic papers about Technology and Tourism.\n\n"
|
| 317 |
-
"For EACH topic below, you are given the 5 sentences nearest to the topic centroid,\n"
|
| 318 |
-
"plus the paper title and author keywords each sentence came from.\n\n"
|
| 319 |
-
"Return a JSON ARRAY with one object per topic:\n"
|
| 320 |
-
"- topic_id: integer\n"
|
| 321 |
-
"- label: short descriptive name (3-6 words, specific — NOT generic like 'tourism studies')\n"
|
| 322 |
-
"- category: general research area (e.g., 'technology adoption', 'consumer behavior',\n"
|
| 323 |
-
" 'virtual reality', 'social media marketing', 'sustainability', 'cultural heritage',\n"
|
| 324 |
-
" 'AI and machine learning', 'online reviews', 'destination marketing',\n"
|
| 325 |
-
" 'tourist psychology', 'hotel management', 'sharing economy',\n"
|
| 326 |
-
" 'mobile applications', 'research methodology', 'data analytics')\n"
|
| 327 |
-
" DO NOT use PACIS/ICIS categories — just plain descriptive research area.\n"
|
| 328 |
-
"- confidence: high, medium, or low\n"
|
| 329 |
-
"- reasoning: 1 sentence explaining WHY you chose this label based on the evidence sentences\n"
|
| 330 |
-
"- niche: true or false (true = very specific sub-area with <20 sentences)\n\n"
|
| 331 |
-
"CRITICAL: be SPECIFIC in labels. Do NOT use broad terms.\n"
|
| 332 |
-
"Return ONLY valid JSON array, no markdown.\n\n"
|
| 333 |
-
"Topics:\n{topics}")
|
| 334 |
-
|
| 335 |
-
llm = ChatMistralAI(model="mistral-small-latest", temperature=0, timeout=300)
|
| 336 |
-
chain = prompt | llm | JsonOutputParser()
|
| 337 |
-
debug(">>> Calling Mistral (single call, all topics)...")
|
| 338 |
-
labels = chain.invoke({"topics": topics_block})
|
| 339 |
-
debug(f">>> Got {len(labels)} labels")
|
| 340 |
-
|
| 341 |
-
# Merge labels with summaries
|
| 342 |
-
labeled = list(map(lambda pair: {**pair[0], **pair[1]},
|
| 343 |
-
zip(summaries, (labels + summaries)[:len(summaries)])))
|
| 344 |
-
json.dump(labeled, open(f"{CHECKPOINT_DIR}/rq4_{run_key}_labels.json", "w"), indent=2, default=str)
|
| 345 |
-
debug(f">>> Labels saved: {CHECKPOINT_DIR}/rq4_{run_key}_labels.json")
|
| 346 |
-
|
| 347 |
-
# Format — show label + evidence sentences + paper source
|
| 348 |
-
lines = list(map(
|
| 349 |
-
lambda l: (f" **Topic {l.get('topic_id', '?')}: {l.get('label', '?')}** "
|
| 350 |
-
f"[{l.get('category', '?')}] conf={l.get('confidence', '?')} "
|
| 351 |
-
f"({l.get('sentence_count', 0)} sentences, {l.get('paper_count', 0)} papers)\n"
|
| 352 |
-
+ "\n".join(list(map(
|
| 353 |
-
lambda e: f" → \"{e['sentence'][:120]}...\" — _{e['title'][:60]}_",
|
| 354 |
-
l.get("nearest", []))))),
|
| 355 |
-
labeled))
|
| 356 |
-
return f"[{run_key}] {len(labeled)} topics labeled by Mistral:\n\n" + "\n\n".join(lines)
|
| 357 |
-
|
| 358 |
-
|
| 359 |
-
# ═══════════════════════════════════════════════
|
| 360 |
-
# TOOL 4: Generate Comparison Table
|
| 361 |
-
# ═══════════════════════════════════════════════
|
| 362 |
-
@tool
|
| 363 |
-
def generate_comparison_csv() -> str:
|
| 364 |
-
"""Compare Mistral-labeled topics across completed runs. Includes sentence + paper counts.
|
| 365 |
-
|
| 366 |
-
Returns:
|
| 367 |
-
Comparison table + CSV path."""
|
| 368 |
-
debug(f"\n>>> TOOL: generate_comparison_csv()")
|
| 369 |
-
completed = list(filter(
|
| 370 |
-
lambda k: os.path.exists(f"{CHECKPOINT_DIR}/rq4_{k}_labels.json"), RUN_CONFIGS.keys()))
|
| 371 |
-
debug(f">>> Completed runs: {completed}")
|
| 372 |
-
|
| 373 |
-
def _load_run(run_key):
|
| 374 |
-
labels = json.load(open(f"{CHECKPOINT_DIR}/rq4_{run_key}_labels.json"))
|
| 375 |
-
return list(map(lambda l: {
|
| 376 |
-
"run": run_key, "topic_id": l.get("topic_id", ""),
|
| 377 |
-
"label": l.get("label", ""), "category": l.get("category", ""),
|
| 378 |
-
"confidence": l.get("confidence", ""), "niche": l.get("niche", ""),
|
| 379 |
-
"sentences": l.get("sentence_count", 0),
|
| 380 |
-
"papers": l.get("paper_count", 0),
|
| 381 |
-
"top_words": l.get("top_words", ""),
|
| 382 |
-
}, labels))
|
| 383 |
-
|
| 384 |
-
all_rows = sum(list(map(_load_run, completed)), [])
|
| 385 |
-
df = pd.DataFrame(all_rows)
|
| 386 |
-
path = "/tmp/rq4_comparison.csv"
|
| 387 |
-
df.to_csv(path, index=False)
|
| 388 |
-
debug(f">>> Comparison CSV: {path} ({len(df)} rows)")
|
| 389 |
-
return f"Comparison saved: {path} ({len(completed)} runs, {len(df)} topics)\n\n{df.to_string(index=False)}"
|
| 390 |
-
|
| 391 |
-
|
| 392 |
-
# ═══════════════════════════════════════════════
|
| 393 |
-
# TOOL 5: Export 500-Word Narrative
|
| 394 |
-
# ═══════════════════════════════════════════════
|
| 395 |
-
@tool
|
| 396 |
-
def export_narrative(run_key: str) -> str:
|
| 397 |
-
"""Generate 500-word narrative for research paper Section 7 via Mistral.
|
| 398 |
-
|
| 399 |
-
Args:
|
| 400 |
-
run_key: One of 'abstract' or 'title'.
|
| 401 |
-
|
| 402 |
-
Returns:
|
| 403 |
-
500-word narrative + save path."""
|
| 404 |
-
debug(f"\n>>> TOOL: export_narrative(run_key='{run_key}')")
|
| 405 |
-
from langchain_mistralai import ChatMistralAI
|
| 406 |
-
|
| 407 |
-
labels = json.load(open(f"{CHECKPOINT_DIR}/rq4_{run_key}_labels.json"))
|
| 408 |
-
topics_text = "\n".join(list(map(
|
| 409 |
-
lambda l: f"- {l.get('label', '?')} ({l.get('sentence_count', 0)} sentences from "
|
| 410 |
-
f"{l.get('paper_count', 0)} papers, category: {l.get('category', '?')}, "
|
| 411 |
-
f"confidence: {l.get('confidence', '?')}, niche: {l.get('niche', '?')})",
|
| 412 |
-
labels)))
|
| 413 |
-
|
| 414 |
-
llm = ChatMistralAI(model="mistral-small-latest", temperature=0.3, timeout=300)
|
| 415 |
-
result = llm.invoke(
|
| 416 |
-
f"Write exactly 500 words for a research paper Section 7 titled "
|
| 417 |
-
f"'Topic Modeling Results — BERTopic Discovery'.\n\n"
|
| 418 |
-
f"Dataset: 1390 Scopus papers on Tourism and AI.\n"
|
| 419 |
-
f"Method: Sentence-level BERTopic — each abstract split into sentences,\n"
|
| 420 |
-
f"embedded with all-MiniLM-L6-v2 (384d), clustered with AgglomerativeClustering (cosine).\n"
|
| 421 |
-
f"Note: One paper can contribute sentences to MULTIPLE topics.\n"
|
| 422 |
-
f"Run config: '{run_key}' columns.\n\n"
|
| 423 |
-
f"Topics discovered:\n{topics_text}\n\n"
|
| 424 |
-
f"Include: methodology justification for sentence-level approach,\n"
|
| 425 |
-
f"key themes, emerging niches, limitations, future work.")
|
| 426 |
-
|
| 427 |
-
path = "/tmp/rq4_narrative.txt"
|
| 428 |
-
open(path, "w", encoding="utf-8").write(result.content)
|
| 429 |
-
debug(f">>> Narrative saved: {path} ({len(result.content)} chars)")
|
| 430 |
-
return f"Narrative saved: {path}\n\n{result.content}"
|
| 431 |
-
|
| 432 |
-
|
| 433 |
-
# ═══════════════════════════════════════════════
|
| 434 |
-
# TOOL 6: Consolidate Round 1 Topics into Themes
|
| 435 |
-
# ═══════════════════════════════════════════════
|
| 436 |
-
@tool
|
| 437 |
-
def consolidate_into_themes(run_key: str, theme_map: dict) -> str:
|
| 438 |
-
"""ROUND 2: Merge fine-grained Round 1 topics into broader themes.
|
| 439 |
-
Researcher decides which topics to group. Recomputes centroids and evidence.
|
| 440 |
-
|
| 441 |
-
Args:
|
| 442 |
-
run_key: 'abstract' or 'title'.
|
| 443 |
-
theme_map: Dict mapping theme names to topic ID lists.
|
| 444 |
-
Example: {"AI in Tourism": [0, 1, 5], "VR Tourism": [2, 3]}
|
| 445 |
-
|
| 446 |
-
Returns:
|
| 447 |
-
Consolidated themes with new 5-nearest sentence evidence per theme."""
|
| 448 |
-
debug(f"\n>>> TOOL: consolidate_into_themes(run_key='{run_key}', {len(theme_map)} themes)")
|
| 449 |
-
|
| 450 |
-
topics_arr = _data[f"{run_key}_topics"]
|
| 451 |
-
embeddings = _data[f"{run_key}_embeddings"]
|
| 452 |
-
sent_df = _data[f"{run_key}_sent_df"]
|
| 453 |
-
|
| 454 |
-
def _build_theme(item):
|
| 455 |
-
"""Merge listed topics into one theme. Recompute centroid + 5 nearest."""
|
| 456 |
-
theme_name, topic_ids = item
|
| 457 |
-
mask = np.isin(topics_arr, topic_ids)
|
| 458 |
-
member_idx = np.where(mask)[0]
|
| 459 |
-
member_embs = embeddings[mask]
|
| 460 |
-
centroid = member_embs.mean(axis=0)
|
| 461 |
-
norms = np.linalg.norm(member_embs, axis=1) * np.linalg.norm(centroid)
|
| 462 |
-
cosine_sim = (member_embs @ centroid) / (norms + 1e-10)
|
| 463 |
-
dists = 1 - cosine_sim
|
| 464 |
-
nearest = np.argsort(dists)[:NEAREST_K]
|
| 465 |
-
|
| 466 |
-
nearest_evidence = list(map(lambda i: {
|
| 467 |
-
"sentence": str(sent_df.iloc[member_idx[i]]["text"])[:250],
|
| 468 |
-
"paper_id": int(sent_df.iloc[member_idx[i]]["_paper_id"]),
|
| 469 |
-
"title": str(sent_df.iloc[member_idx[i]].get("Title", ""))[:150],
|
| 470 |
-
"keywords": str(sent_df.iloc[member_idx[i]].get("Author Keywords", ""))[:150],
|
| 471 |
-
}, nearest))
|
| 472 |
-
|
| 473 |
-
unique_papers = sent_df.iloc[member_idx]["_paper_id"].nunique()
|
| 474 |
-
|
| 475 |
-
# Collect paper titles (up to 50)
|
| 476 |
-
topic_papers_df = sent_df.iloc[member_idx].drop_duplicates(subset=["_paper_id"])
|
| 477 |
-
paper_titles = list(map(
|
| 478 |
-
lambda idx: str(topic_papers_df.iloc[idx].get("Title", ""))[:200],
|
| 479 |
-
range(min(50, len(topic_papers_df)))))
|
| 480 |
-
|
| 481 |
-
return {"label": theme_name, "merged_topics": list(topic_ids),
|
| 482 |
-
"sentence_count": int(mask.sum()), "paper_count": int(unique_papers),
|
| 483 |
-
"nearest": nearest_evidence, "paper_titles": paper_titles}
|
| 484 |
-
|
| 485 |
-
# Add topic_id to each theme (sequential)
|
| 486 |
-
themes_raw = list(map(_build_theme, theme_map.items()))
|
| 487 |
-
themes = list(map(
|
| 488 |
-
lambda pair: {**pair[1], "topic_id": pair[0]},
|
| 489 |
-
enumerate(themes_raw)))
|
| 490 |
-
json.dump(themes, open(f"{CHECKPOINT_DIR}/rq4_{run_key}_themes.json", "w"), indent=2, default=str)
|
| 491 |
-
debug(f">>> {len(themes)} themes saved: {CHECKPOINT_DIR}/rq4_{run_key}_themes.json")
|
| 492 |
-
|
| 493 |
-
# Format — show theme + merged topics + evidence
|
| 494 |
-
lines = list(map(
|
| 495 |
-
lambda t: (f" **{t['label']}** ({t['sentence_count']} sentences, {t['paper_count']} papers)\n"
|
| 496 |
-
f" Merged from topics: {t['merged_topics']}\n"
|
| 497 |
-
f" Evidence:\n"
|
| 498 |
-
+ "\n".join(list(map(
|
| 499 |
-
lambda e: f" → \"{e['sentence'][:120]}...\" — _{e['title'][:60]}_",
|
| 500 |
-
t["nearest"])))),
|
| 501 |
-
themes))
|
| 502 |
-
return f"[{run_key}] Round 2: {len(themes)} themes consolidated:\n\n" + "\n\n".join(lines)
|
| 503 |
-
|
| 504 |
-
|
| 505 |
-
# ═══════════════════════════════════════════════
|
| 506 |
-
# TOOL 7: Compare Themes with PAJAIS Taxonomy
|
| 507 |
-
# ═══════════════════════════════════════════════
|
| 508 |
-
|
| 509 |
-
# Established IS topic taxonomy from:
|
| 510 |
-
# Jiang, Liang & Tsai (2019) "Knowledge Profile in PAJAIS"
|
| 511 |
-
# Pacific Asia Journal of the AIS, 11(1), 1-24. doi:10.17705/1pais.11101
|
| 512 |
-
PAJAIS_TAXONOMY = [
|
| 513 |
-
"Electronic and Mobile Business / Social Commerce",
|
| 514 |
-
"Human Behavior and IS / Human-Computer Interaction",
|
| 515 |
-
"IS/IT Strategy, Leadership, Governance",
|
| 516 |
-
"Business Intelligence and Data Analytics",
|
| 517 |
-
"Design Science and IS",
|
| 518 |
-
"Enterprise Systems and BPM",
|
| 519 |
-
"IS Implementation, Adoption, and Diffusion",
|
| 520 |
-
"Social Media and Business Impact",
|
| 521 |
-
"Cultural and Global Issues in IS",
|
| 522 |
-
"IS Security and Privacy",
|
| 523 |
-
"IS Smart / IoT",
|
| 524 |
-
"Knowledge Management",
|
| 525 |
-
"ICT / Digital Platform / IT and Work",
|
| 526 |
-
"IS Healthcare",
|
| 527 |
-
"IT Project Management",
|
| 528 |
-
"Service Science and IS",
|
| 529 |
-
"Social and Organizational Aspects of IS",
|
| 530 |
-
"Research Methods and Philosophy",
|
| 531 |
-
"E-Finance / Economics of IS",
|
| 532 |
-
"E-Government",
|
| 533 |
-
"IS Education and Learning",
|
| 534 |
-
"Green IT and Sustainability",
|
| 535 |
-
]
|
| 536 |
-
|
| 537 |
-
|
| 538 |
-
@tool
|
| 539 |
-
def compare_with_taxonomy(run_key: str) -> str:
|
| 540 |
-
"""Compare BERTopic themes against established PAJAIS/PACIS taxonomy
|
| 541 |
-
(Jiang, Liang & Tsai, 2019). Identifies which themes map to known
|
| 542 |
-
categories and which are NOVEL/EMERGING (not in existing taxonomy).
|
| 543 |
-
Researcher reviews mapping and approves new theme consolidation.
|
| 544 |
-
|
| 545 |
-
Args:
|
| 546 |
-
run_key: 'abstract' or 'title'.
|
| 547 |
-
|
| 548 |
-
Returns:
|
| 549 |
-
Mapping table: BERTopic theme → PAJAIS category (or NOVEL)."""
|
| 550 |
-
debug(f"\n>>> TOOL: compare_with_taxonomy(run_key='{run_key}')")
|
| 551 |
-
from langchain_mistralai import ChatMistralAI
|
| 552 |
-
from langchain_core.prompts import PromptTemplate
|
| 553 |
-
from langchain_core.output_parsers import JsonOutputParser
|
| 554 |
-
|
| 555 |
-
# Load themes (prefer consolidated themes, fall back to labels)
|
| 556 |
-
themes_path = f"{CHECKPOINT_DIR}/rq4_{run_key}_themes.json"
|
| 557 |
-
labels_path = f"{CHECKPOINT_DIR}/rq4_{run_key}_labels.json"
|
| 558 |
-
source_path = (os.path.exists(themes_path) and themes_path) or labels_path
|
| 559 |
-
themes = json.load(open(source_path))
|
| 560 |
-
debug(f">>> Loaded {len(themes)} themes from {source_path}")
|
| 561 |
-
|
| 562 |
-
# Format themes for Mistral
|
| 563 |
-
themes_text = "\n".join(list(map(
|
| 564 |
-
lambda t: f"- {t.get('label', '?')} "
|
| 565 |
-
f"({t.get('paper_count', t.get('count', '?'))} papers)",
|
| 566 |
-
themes)))
|
| 567 |
-
|
| 568 |
-
taxonomy_text = "\n".join(list(map(lambda c: f"- {c}", PAJAIS_TAXONOMY)))
|
| 569 |
-
|
| 570 |
-
prompt = PromptTemplate.from_template(
|
| 571 |
-
"You are an IS research taxonomy expert.\n\n"
|
| 572 |
-
"Compare each BERTopic theme against the established PAJAIS/PACIS taxonomy.\n"
|
| 573 |
-
"For EACH theme, return a JSON ARRAY with:\n"
|
| 574 |
-
"- label: the BERTopic theme name\n"
|
| 575 |
-
"- pajais_match: closest PAJAIS category (or 'NOVEL' if no match)\n"
|
| 576 |
-
"- match_confidence: high, medium, low, or none\n"
|
| 577 |
-
"- reasoning: why this mapping (1 sentence)\n"
|
| 578 |
-
"- is_novel: true if this theme represents an emerging area not in the taxonomy\n\n"
|
| 579 |
-
"Return ONLY valid JSON array.\n\n"
|
| 580 |
-
"BERTopic Themes:\n{themes}\n\n"
|
| 581 |
-
"PAJAIS Taxonomy (Jiang et al., 2019):\n{taxonomy}")
|
| 582 |
-
|
| 583 |
-
llm = ChatMistralAI(model="mistral-small-latest", temperature=0, timeout=300)
|
| 584 |
-
chain = prompt | llm | JsonOutputParser()
|
| 585 |
-
debug(">>> Calling Mistral for taxonomy comparison...")
|
| 586 |
-
mappings = chain.invoke({"themes": themes_text, "taxonomy": taxonomy_text})
|
| 587 |
-
debug(f">>> Got {len(mappings)} mappings")
|
| 588 |
-
|
| 589 |
-
# Save mapping
|
| 590 |
-
json.dump(mappings, open(f"{CHECKPOINT_DIR}/rq4_{run_key}_taxonomy_map.json", "w"), indent=2, default=str)
|
| 591 |
-
|
| 592 |
-
# Count novel vs mapped
|
| 593 |
-
novel = list(filter(lambda m: m.get("is_novel", False), mappings))
|
| 594 |
-
mapped = list(filter(lambda m: not m.get("is_novel", False), mappings))
|
| 595 |
-
|
| 596 |
-
# Format output
|
| 597 |
-
mapped_lines = list(map(
|
| 598 |
-
lambda m: f" ✅ {m.get('label', '?')} → **{m.get('pajais_match', '?')}** "
|
| 599 |
-
f"(conf={m.get('match_confidence', '?')}) _{m.get('reasoning', '')}_",
|
| 600 |
-
mapped))
|
| 601 |
-
novel_lines = list(map(
|
| 602 |
-
lambda m: f" 🆕 **{m.get('label', '?')}** → NOVEL "
|
| 603 |
-
f"_{m.get('reasoning', '')}_",
|
| 604 |
-
novel))
|
| 605 |
-
|
| 606 |
-
return (f"[{run_key}] Taxonomy comparison (Jiang et al., 2019):\n\n"
|
| 607 |
-
f"**Mapped to PAJAIS categories ({len(mapped)}):**\n" + "\n".join(mapped_lines) +
|
| 608 |
-
f"\n\n**NOVEL / Emerging themes ({len(novel)}):**\n" + "\n".join(novel_lines) +
|
| 609 |
-
f"\n\nSaved: {CHECKPOINT_DIR}/rq4_{run_key}_taxonomy_map.json")
|
| 610 |
-
|
| 611 |
-
|
| 612 |
-
# ═══════════════════════════════════════════════
|
| 613 |
-
# GET ALL TOOLS
|
| 614 |
-
# ═══════════════════════════════════════════════
|
| 615 |
-
def get_all_tools():
|
| 616 |
-
"""Return all 7 tools with error handling enabled."""
|
| 617 |
-
tools = [load_scopus_csv, run_bertopic_discovery, label_topics_with_llm,
|
| 618 |
-
consolidate_into_themes, compare_with_taxonomy,
|
| 619 |
-
generate_comparison_csv, export_narrative]
|
| 620 |
-
list(map(lambda t: setattr(t, 'handle_tool_error', True), tools))
|
| 621 |
-
debug(f">>> tools.py: {len(tools)} tools ready (handle_tool_error=True)")
|
| 622 |
-
list(map(lambda t: debug(f">>> - {t.name}"), tools))
|
| 623 |
-
return tools
|
|
|
|
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