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
parent
392fd3afce
commit
9dcf6201bb
@ -0,0 +1,219 @@ |
|||||||
|
--- |
||||||
|
date: 2026-03-29 |
||||||
|
topic: "Motion-Driven Axis Labeling for Political Compass" |
||||||
|
status: validated |
||||||
|
--- |
||||||
|
|
||||||
|
# Motion-Driven Axis Labeling |
||||||
|
|
||||||
|
## Problem Statement |
||||||
|
|
||||||
|
The current axis labeling in `analysis/axis_classifier.py` correlates per-party PCA |
||||||
|
positions against static scores from `data/party_ideologies.csv`. This has three |
||||||
|
failure modes: |
||||||
|
|
||||||
|
1. **Mislabeling**: When the dominant PCA axis is coalition/opposition rather than |
||||||
|
left-right, it gets labeled "Links-Rechts" anyway, making the compass look "rotated |
||||||
|
90 degrees". |
||||||
|
2. **Static reference**: A fixed ideology CSV cannot reflect year-specific political |
||||||
|
dynamics (e.g., asylum being the main left-right issue in 2015 vs. housing in 2023). |
||||||
|
3. **No explainability**: Users cannot see *why* an axis got a particular label. |
||||||
|
|
||||||
|
The fix is to derive labels from the **actual motions** that most strongly split |
||||||
|
parliament on each PCA axis in a given year, and to expose those motions to users. |
||||||
|
|
||||||
|
## Constraints |
||||||
|
|
||||||
|
- Must not break existing 8 passing tests. |
||||||
|
- Must remain DuckDB-only for data access (no new external files for primary path). |
||||||
|
- `party_ideologies.csv` and `coalition_membership.csv` remain as fallbacks — not |
||||||
|
removed. |
||||||
|
- The labeling approximation (projecting motion vectors without full Procrustes |
||||||
|
alignment) is acceptable for v1. Proper alignment can be added later. |
||||||
|
- Labels must still be deterministic given the same DB state. |
||||||
|
|
||||||
|
## Approach |
||||||
|
|
||||||
|
**Primary**: For each window, load motion SVD vectors from the DB, project them onto |
||||||
|
the PCA axes, rank motions by projection score, apply a Dutch keyword classifier to the |
||||||
|
top motion titles, and derive a categorical label. |
||||||
|
|
||||||
|
**Fallback chain** (unchanged from today): |
||||||
|
1. Keyword classifier on top motions → categorical label |
||||||
|
2. Coalition correlation (existing `_pearsonr` against coalition dummy) |
||||||
|
3. Ideology CSV correlation (existing Pearson-r against `party_ideologies.csv`) |
||||||
|
4. "Stempatroon As N" (generic fallback) |
||||||
|
|
||||||
|
**Axis swap**: After classification, if Y-axis is "Links-Rechts" and X-axis is not, |
||||||
|
swap them (both positions and all axis metadata), so that left-right is conventionally |
||||||
|
on the horizontal axis when present. |
||||||
|
|
||||||
|
## Architecture |
||||||
|
|
||||||
|
### Changes by file |
||||||
|
|
||||||
|
#### `analysis/political_axis.py` (minimal) |
||||||
|
- Add `axes["global_mean"] = M.mean(axis=0)` before returning from `compute_2d_axes`. |
||||||
|
This lets `classify_axes` center motion vectors before projection without needing to |
||||||
|
re-access the stacked matrix. |
||||||
|
|
||||||
|
#### `analysis/axis_classifier.py` (major) |
||||||
|
|
||||||
|
New private helpers: |
||||||
|
- `_load_motion_vectors(db_path, window_id)` → `dict[int, np.ndarray]` |
||||||
|
- SELECT entity_id, vector FROM svd_vectors WHERE entity_type='motion' AND window_id=? |
||||||
|
- Returns {motion_id: vector}. Returns {} on any DB error. |
||||||
|
- `_project_motions(motion_vecs, x_axis, y_axis, global_mean)` → `dict[int, tuple[float, float]]` |
||||||
|
- For each motion: `x = dot(vec - global_mean, x_axis)`, `y = dot(vec - global_mean, y_axis)` |
||||||
|
- Returns {motion_id: (x_score, y_score)} |
||||||
|
- `_top_motion_ids(projections, axis, n=5)` → `{'+': [ids], '-': [ids]}` |
||||||
|
- Sorts by axis score, returns top n positive and n negative motion IDs |
||||||
|
- `_fetch_motion_titles(db_path, motion_ids)` → `dict[int, tuple[str, str]]` |
||||||
|
- SELECT id, title, date FROM motions WHERE id IN (...) |
||||||
|
- Returns {id: (title, date_str)} |
||||||
|
- `_classify_from_titles(titles)` → `str | None` |
||||||
|
- Applies keyword dict against concatenated titles of top motions |
||||||
|
- Returns category string or None if confidence below threshold (0.4) |
||||||
|
|
||||||
|
New module-level constant: |
||||||
|
- `_KEYWORDS: dict[str, list[str]]` — Dutch keyword → category mapping (see below) |
||||||
|
|
||||||
|
Modified `classify_axes`: |
||||||
|
1. Check if `axes` contains `global_mean`; if not, skip motion classification. |
||||||
|
2. For each window W: |
||||||
|
a. Load motion vectors |
||||||
|
b. Project onto x_axis, y_axis using global_mean |
||||||
|
c. Find top 5+5 motions per axis |
||||||
|
d. Fetch titles from motions table |
||||||
|
e. Apply keyword classifier → label candidate |
||||||
|
f. If None: fall through to existing Pearson-r approaches |
||||||
|
3. Store `x_top_motions` and `y_top_motions` per window in enriched dict |
||||||
|
4. Store `x_label_confidence` and `y_label_confidence` per window |
||||||
|
|
||||||
|
#### `explorer.py` (two changes) |
||||||
|
|
||||||
|
1. **Axis swap** in `load_positions`, after `classify_axes` returns: |
||||||
|
``` |
||||||
|
if axis_def.get("y_label") == "Links–Rechts" and axis_def.get("x_label") != "Links–Rechts": |
||||||
|
positions_by_window, axis_def = _swap_axes(positions_by_window, axis_def) |
||||||
|
``` |
||||||
|
`_swap_axes` transposes (x, y) in every entity position and swaps all x_*/y_* |
||||||
|
keys in axis_def. |
||||||
|
|
||||||
|
2. **Motion expander** in `build_compass_tab`, below `st.plotly_chart`: |
||||||
|
``` |
||||||
|
with st.expander("🔍 Wat bepaalt deze assen?"): |
||||||
|
# show top 3 +/- motions for x and y, with date |
||||||
|
# show confidence and explained variance for this window |
||||||
|
``` |
||||||
|
|
||||||
|
## Data Flow |
||||||
|
|
||||||
|
``` |
||||||
|
compute_2d_axes(db_path, windows) |
||||||
|
→ (positions_by_window, axes) # axes now contains global_mean |
||||||
|
|
||||||
|
classify_axes(positions_by_window, axes, db_path) |
||||||
|
→ axis_def # now contains x/y_top_motions, confidence |
||||||
|
|
||||||
|
load_positions (in explorer.py) |
||||||
|
→ swap axes if y_label == "Links–Rechts" |
||||||
|
→ return (positions_by_window, axis_def) |
||||||
|
|
||||||
|
build_compass_tab |
||||||
|
→ scatter chart (uses x_label, y_label — already wired) |
||||||
|
→ expander (uses x_top_motions, y_top_motions) |
||||||
|
``` |
||||||
|
|
||||||
|
## Keyword Dictionary |
||||||
|
|
||||||
|
Categories and representative terms (non-exhaustive; full dict in implementation): |
||||||
|
|
||||||
|
**Links-Rechts** |
||||||
|
- Economic: `belasting`, `uitkering`, `bijstand`, `minimumloon`, `cao`, `vakbond`, |
||||||
|
`bezuiniging`, `privatisering`, `subsidie`, `zorg`, `pensioen`, `AOW` |
||||||
|
- Immigration: `asiel`, `asielaanvraag`, `migratie`, `vreemdeling`, `vluchtelingen`, |
||||||
|
`terugkeer`, `grenzen`, `opvang`, `statushouder` |
||||||
|
|
||||||
|
**Progressief-Conservatief** |
||||||
|
- Environment: `klimaat`, `stikstof`, `duurzaam`, `duurzaamheid`, `co2`, |
||||||
|
`energietransitie`, `biodiversiteit` |
||||||
|
- Social: `euthanasie`, `abortus`, `lgbtq`, `transgender`, `diversiteit`, `traditi`, |
||||||
|
`gezin`, `religie`, `geloof` |
||||||
|
|
||||||
|
**Coalitie-Oppositie** (detected via coalition correlation, not keywords — keyword |
||||||
|
detection for this category is unreliable) |
||||||
|
|
||||||
|
**Nationaal-Internationaal** (optional, lower priority) |
||||||
|
- `navo`, `nato`, `europees`, `europese`, `eu`, `verdrag`, `vn`, `internationaal` |
||||||
|
|
||||||
|
Matching: case-insensitive substring match on lowercased title. Score = fraction of |
||||||
|
top-10 motions containing at least one keyword from the winning category. Threshold |
||||||
|
for acceptance = 0.4 (i.e., at least 4 out of 10 top motions match). |
||||||
|
|
||||||
|
## New `axis_def` Fields |
||||||
|
|
||||||
|
``` |
||||||
|
x_top_motions: {window_id: {'+': [(title, date), ...], '-': [(title, date), ...]}} |
||||||
|
y_top_motions: same structure |
||||||
|
x_label_confidence: {window_id: float} # 0.0–1.0 |
||||||
|
y_label_confidence: {window_id: float} |
||||||
|
global_mean: np.ndarray # stored in axes dict, not surfaced to UI |
||||||
|
``` |
||||||
|
|
||||||
|
Existing fields (`x_label`, `y_label`, `x_quality`, `y_quality`, `x_interpretation`, |
||||||
|
`y_interpretation`) are preserved. |
||||||
|
|
||||||
|
## UI Display (Option C) |
||||||
|
|
||||||
|
**Axis titles**: unchanged — already uses `axis_def.get("x_label")`. |
||||||
|
|
||||||
|
**New expander** (collapsed by default) below compass scatter: |
||||||
|
``` |
||||||
|
🔍 Wat bepaalt deze assen? |
||||||
|
|
||||||
|
Horizontale as: Links–Rechts (vertrouwen: 70%) |
||||||
|
Rechtspool: Motie over asielbeleid (2023-11-14) · Motie over belastingverlaging (2023-10-05) ... |
||||||
|
Linkspool: Motie over uitkeringen (2023-11-20) · Motie over minimumloon (2023-09-12) ... |
||||||
|
|
||||||
|
Verticale as: Progressief–Conservatief (vertrouwen: 55%) |
||||||
|
Progressief: Motie over klimaatdoelen (2023-12-01) ... |
||||||
|
Conservatief: Motie over tradities (2023-10-18) ... |
||||||
|
|
||||||
|
As 1 verklaart 11% van de variantie in stemgedrag. |
||||||
|
``` |
||||||
|
|
||||||
|
## Error Handling |
||||||
|
|
||||||
|
| Situation | Behavior | |
||||||
|
|---|---| |
||||||
|
| No motion vectors for window | Skip motion classification; fall through to ideology CSV | |
||||||
|
| Motion title fetch fails | Use motion IDs as placeholder; label falls back | |
||||||
|
| Keyword confidence below threshold | Fall through to coalition correlation | |
||||||
|
| Both motion and CSV classification fail | "Stempatroon As N" (existing) | |
||||||
|
| `global_mean` missing from axes | Skip motion projection entirely | |
||||||
|
|
||||||
|
## Testing Strategy |
||||||
|
|
||||||
|
New unit tests (in `tests/test_political_compass.py`): |
||||||
|
- `test_classify_from_titles_left_right` — mock titles with `asiel`/`belasting` → expect "Links–Rechts" |
||||||
|
- `test_classify_from_titles_progressive` — mock titles with `klimaat`/`stikstof` → expect "Progressief–Conservatief" |
||||||
|
- `test_classify_from_titles_low_confidence` — mixed keywords → expect None (fallback triggered) |
||||||
|
- `test_axis_swap_when_y_is_left_right` — positions (x,y) → (y,x), labels swapped |
||||||
|
- `test_axis_swap_not_applied_when_x_is_left_right` — no swap when already correct |
||||||
|
|
||||||
|
All 8 existing tests must continue to pass. |
||||||
|
|
||||||
|
## Out of Scope |
||||||
|
|
||||||
|
**Explained variance drop (18% → 11%)**: Observed but not addressed here. Likely |
||||||
|
reflects genuine fragmentation of the Schoof parliament (4 smaller coalition parties). |
||||||
|
Warrants a separate diagnostic session. The expander now surfaces the explained |
||||||
|
variance, making this visible to users. |
||||||
|
|
||||||
|
**Proper Procrustes alignment of motion vectors**: The projection approximation |
||||||
|
(ignoring per-window rotation) is acceptable for v1. If label instability is observed |
||||||
|
across windows, add rotation application as a follow-up. |
||||||
|
|
||||||
|
**Removing `party_ideologies.csv`**: Kept as fallback. Can be removed once motion |
||||||
|
classification has proven reliable over several parliament periods. |
||||||
Loading…
Reference in new issue