Replaces static ideology CSV as primary axis classification signal with per-year motion projection + Dutch keyword classifier. Adds axis-swap logic so left-right is conventionally on X when present. Adds Option C UI expander showing top motions per axis pole.main
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date: 2026-03-29 |
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topic: "Motion-Driven Axis Labeling for Political Compass" |
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status: validated |
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--- |
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# Motion-Driven Axis Labeling |
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## Problem Statement |
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The current axis labeling in `analysis/axis_classifier.py` correlates per-party PCA |
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positions against static scores from `data/party_ideologies.csv`. This has three |
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failure modes: |
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1. **Mislabeling**: When the dominant PCA axis is coalition/opposition rather than |
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left-right, it gets labeled "Links-Rechts" anyway, making the compass look "rotated |
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90 degrees". |
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2. **Static reference**: A fixed ideology CSV cannot reflect year-specific political |
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dynamics (e.g., asylum being the main left-right issue in 2015 vs. housing in 2023). |
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3. **No explainability**: Users cannot see *why* an axis got a particular label. |
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The fix is to derive labels from the **actual motions** that most strongly split |
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parliament on each PCA axis in a given year, and to expose those motions to users. |
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## Constraints |
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- Must not break existing 8 passing tests. |
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- Must remain DuckDB-only for data access (no new external files for primary path). |
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- `party_ideologies.csv` and `coalition_membership.csv` remain as fallbacks — not |
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removed. |
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- The labeling approximation (projecting motion vectors without full Procrustes |
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alignment) is acceptable for v1. Proper alignment can be added later. |
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- Labels must still be deterministic given the same DB state. |
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|
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## Approach |
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**Primary**: For each window, load motion SVD vectors from the DB, project them onto |
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the PCA axes, rank motions by projection score, apply a Dutch keyword classifier to the |
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top motion titles, and derive a categorical label. |
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**Fallback chain** (unchanged from today): |
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1. Keyword classifier on top motions → categorical label |
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2. Coalition correlation (existing `_pearsonr` against coalition dummy) |
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3. Ideology CSV correlation (existing Pearson-r against `party_ideologies.csv`) |
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4. "Stempatroon As N" (generic fallback) |
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**Axis swap**: After classification, if Y-axis is "Links-Rechts" and X-axis is not, |
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swap them (both positions and all axis metadata), so that left-right is conventionally |
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on the horizontal axis when present. |
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|
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## Architecture |
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### Changes by file |
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#### `analysis/political_axis.py` (minimal) |
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- Add `axes["global_mean"] = M.mean(axis=0)` before returning from `compute_2d_axes`. |
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This lets `classify_axes` center motion vectors before projection without needing to |
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re-access the stacked matrix. |
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#### `analysis/axis_classifier.py` (major) |
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New private helpers: |
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- `_load_motion_vectors(db_path, window_id)` → `dict[int, np.ndarray]` |
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- SELECT entity_id, vector FROM svd_vectors WHERE entity_type='motion' AND window_id=? |
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- Returns {motion_id: vector}. Returns {} on any DB error. |
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- `_project_motions(motion_vecs, x_axis, y_axis, global_mean)` → `dict[int, tuple[float, float]]` |
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- For each motion: `x = dot(vec - global_mean, x_axis)`, `y = dot(vec - global_mean, y_axis)` |
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- Returns {motion_id: (x_score, y_score)} |
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- `_top_motion_ids(projections, axis, n=5)` → `{'+': [ids], '-': [ids]}` |
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- Sorts by axis score, returns top n positive and n negative motion IDs |
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- `_fetch_motion_titles(db_path, motion_ids)` → `dict[int, tuple[str, str]]` |
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- SELECT id, title, date FROM motions WHERE id IN (...) |
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- Returns {id: (title, date_str)} |
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- `_classify_from_titles(titles)` → `str | None` |
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- Applies keyword dict against concatenated titles of top motions |
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- Returns category string or None if confidence below threshold (0.4) |
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New module-level constant: |
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- `_KEYWORDS: dict[str, list[str]]` — Dutch keyword → category mapping (see below) |
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Modified `classify_axes`: |
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1. Check if `axes` contains `global_mean`; if not, skip motion classification. |
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2. For each window W: |
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a. Load motion vectors |
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b. Project onto x_axis, y_axis using global_mean |
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c. Find top 5+5 motions per axis |
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d. Fetch titles from motions table |
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e. Apply keyword classifier → label candidate |
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f. If None: fall through to existing Pearson-r approaches |
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3. Store `x_top_motions` and `y_top_motions` per window in enriched dict |
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4. Store `x_label_confidence` and `y_label_confidence` per window |
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#### `explorer.py` (two changes) |
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1. **Axis swap** in `load_positions`, after `classify_axes` returns: |
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``` |
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if axis_def.get("y_label") == "Links–Rechts" and axis_def.get("x_label") != "Links–Rechts": |
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positions_by_window, axis_def = _swap_axes(positions_by_window, axis_def) |
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``` |
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`_swap_axes` transposes (x, y) in every entity position and swaps all x_*/y_* |
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keys in axis_def. |
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2. **Motion expander** in `build_compass_tab`, below `st.plotly_chart`: |
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``` |
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with st.expander("🔍 Wat bepaalt deze assen?"): |
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# show top 3 +/- motions for x and y, with date |
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# show confidence and explained variance for this window |
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``` |
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## Data Flow |
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``` |
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compute_2d_axes(db_path, windows) |
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→ (positions_by_window, axes) # axes now contains global_mean |
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classify_axes(positions_by_window, axes, db_path) |
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→ axis_def # now contains x/y_top_motions, confidence |
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load_positions (in explorer.py) |
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→ swap axes if y_label == "Links–Rechts" |
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→ return (positions_by_window, axis_def) |
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build_compass_tab |
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→ scatter chart (uses x_label, y_label — already wired) |
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→ expander (uses x_top_motions, y_top_motions) |
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``` |
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## Keyword Dictionary |
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Categories and representative terms (non-exhaustive; full dict in implementation): |
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**Links-Rechts** |
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- Economic: `belasting`, `uitkering`, `bijstand`, `minimumloon`, `cao`, `vakbond`, |
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`bezuiniging`, `privatisering`, `subsidie`, `zorg`, `pensioen`, `AOW` |
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- Immigration: `asiel`, `asielaanvraag`, `migratie`, `vreemdeling`, `vluchtelingen`, |
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`terugkeer`, `grenzen`, `opvang`, `statushouder` |
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**Progressief-Conservatief** |
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- Environment: `klimaat`, `stikstof`, `duurzaam`, `duurzaamheid`, `co2`, |
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`energietransitie`, `biodiversiteit` |
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- Social: `euthanasie`, `abortus`, `lgbtq`, `transgender`, `diversiteit`, `traditi`, |
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`gezin`, `religie`, `geloof` |
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**Coalitie-Oppositie** (detected via coalition correlation, not keywords — keyword |
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detection for this category is unreliable) |
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**Nationaal-Internationaal** (optional, lower priority) |
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- `navo`, `nato`, `europees`, `europese`, `eu`, `verdrag`, `vn`, `internationaal` |
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Matching: case-insensitive substring match on lowercased title. Score = fraction of |
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top-10 motions containing at least one keyword from the winning category. Threshold |
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for acceptance = 0.4 (i.e., at least 4 out of 10 top motions match). |
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## New `axis_def` Fields |
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``` |
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x_top_motions: {window_id: {'+': [(title, date), ...], '-': [(title, date), ...]}} |
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y_top_motions: same structure |
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x_label_confidence: {window_id: float} # 0.0–1.0 |
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y_label_confidence: {window_id: float} |
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global_mean: np.ndarray # stored in axes dict, not surfaced to UI |
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``` |
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Existing fields (`x_label`, `y_label`, `x_quality`, `y_quality`, `x_interpretation`, |
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`y_interpretation`) are preserved. |
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## UI Display (Option C) |
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**Axis titles**: unchanged — already uses `axis_def.get("x_label")`. |
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**New expander** (collapsed by default) below compass scatter: |
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``` |
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🔍 Wat bepaalt deze assen? |
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Horizontale as: Links–Rechts (vertrouwen: 70%) |
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Rechtspool: Motie over asielbeleid (2023-11-14) · Motie over belastingverlaging (2023-10-05) ... |
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Linkspool: Motie over uitkeringen (2023-11-20) · Motie over minimumloon (2023-09-12) ... |
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Verticale as: Progressief–Conservatief (vertrouwen: 55%) |
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Progressief: Motie over klimaatdoelen (2023-12-01) ... |
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Conservatief: Motie over tradities (2023-10-18) ... |
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As 1 verklaart 11% van de variantie in stemgedrag. |
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``` |
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## Error Handling |
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| Situation | Behavior | |
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|---|---| |
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| No motion vectors for window | Skip motion classification; fall through to ideology CSV | |
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| Motion title fetch fails | Use motion IDs as placeholder; label falls back | |
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| Keyword confidence below threshold | Fall through to coalition correlation | |
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| Both motion and CSV classification fail | "Stempatroon As N" (existing) | |
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| `global_mean` missing from axes | Skip motion projection entirely | |
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## Testing Strategy |
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New unit tests (in `tests/test_political_compass.py`): |
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- `test_classify_from_titles_left_right` — mock titles with `asiel`/`belasting` → expect "Links–Rechts" |
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- `test_classify_from_titles_progressive` — mock titles with `klimaat`/`stikstof` → expect "Progressief–Conservatief" |
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- `test_classify_from_titles_low_confidence` — mixed keywords → expect None (fallback triggered) |
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- `test_axis_swap_when_y_is_left_right` — positions (x,y) → (y,x), labels swapped |
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- `test_axis_swap_not_applied_when_x_is_left_right` — no swap when already correct |
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All 8 existing tests must continue to pass. |
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## Out of Scope |
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**Explained variance drop (18% → 11%)**: Observed but not addressed here. Likely |
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reflects genuine fragmentation of the Schoof parliament (4 smaller coalition parties). |
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Warrants a separate diagnostic session. The expander now surfaces the explained |
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variance, making this visible to users. |
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**Proper Procrustes alignment of motion vectors**: The projection approximation |
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(ignoring per-window rotation) is acceptable for v1. If label instability is observed |
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across windows, add rotation application as a follow-up. |
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**Removing `party_ideologies.csv`**: Kept as fallback. Can be removed once motion |
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classification has proven reliable over several parliament periods. |
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