--- title: "Overton Window Analysis: Improvements and Extensions" type: feat status: active date: 2026-05-26 origin: docs/plans/2026-05-25-001-overton-window-analysis-gaps-plan.md --- # Overton Window Analysis: Improvements and Extensions ## Summary The current Overton window analysis is methodologically strong — multi-indicator, 2D extremity decomposition, causal timing, mechanism classification. But it has structural gaps that limit interpretability. This plan addresses six gaps: (1) right-wing party differentiation (PVV vs FVD vs JA21 vs SGP — who filed the motions?), (2) coalition coding fix (split 2024 into Rutte IV / Schoof periods), (3) voting margin analysis (the 96% ceiling makes pass rate useless — use actual voor/tegen percentages instead), (4) SVD temporal trajectory (plot the spatial drift over 10 annual windows), (5) mechanism classification validation (second classifier for inter-rater reliability), and (6) predictive modeling (what motion features predict centrist support?). Each unit is independent and can be executed in parallel. ## Problem Frame The synthesis report establishes that the Overton window did not shift right — right-wing parties moderated toward it. But the analysis treats right-wing parties as a bloc, uses a binary coalition coding that misattributes early 2024 motions, relies on pass rate as a success metric despite its 96% ceiling, and has no SVD visualization of the spatial drift. The mechanism classification (200 motions, single classifier) lacks inter-rater validation. Most critically, we have no predictive model: we can describe *what* happened but not *what features* predict which motions will gain centrist support. ## Requirements - R1. Break down centrist support, extremity, and mechanism patterns by right-wing party (PVV, FVD, JA21, SGP) to identify which party drives the moderation effect - R2. Fix coalition coding by splitting 2024 into pre-Schoof (Rutte IV, Jan-Jun) and post-Schoof (Schoof, Jul-Dec) periods - R3. Replace pass rate with voting margin analysis (actual voor/tegen percentages) as the primary success metric - R4. Visualize SVD spatial drift over 10 annual windows showing centrist and right-wing trajectories - R5. Validate mechanism classification with a second classifier and compute inter-rater reliability (Cohen's kappa) - R6. Build a predictive model for centrist support using motion features (category, extremity scores, submitter party, mechanism, text features) ## Scope Boundaries - In scope: Quantitative analysis of existing data, new visualizations, predictive modeling - Out of scope: Qualitative interviews, media analysis, public opinion data, international comparison - Deferred: Cross-domain interaction analysis (migration × security), network/gateway motion analysis, submitter-level MP analysis ## Key Technical Decisions - **Party differentiation:** Use `voting_results` JSON from motions table to extract per-party vote counts. Compute party-specific centrist support separately for PVV, FVD, JA21, SGP motions. - **Coalition coding:** Split 2024 at July 1, 2024 (Schoof cabinet formation). Motions dated before July 2024 use Rutte IV coalition; after use Schoof coalition. - **Voting margin:** Compute `margin = (voor - tegen) / (voor + tegen + afwezig)` per motion. This gives a continuous [-1, 1] scale instead of binary pass/fail. - **SVD trajectory:** Use existing `load_party_scores_all_windows_aligned()` to get 2D positions for all parties across 10 windows. Plot as trajectory arrows. - **Mechanism validation:** Use a second LLM (different model or different prompt) to classify the same 200 motions. Compute Cohen's kappa. - **Predictive model:** Use logistic regression or random forest with features: category, stijl_extremiteit, materiele_impact, submitter_party, mechanism, text_length, keyword_count. ## Implementation Units ### U1. Right-Wing Party Differentiation **Goal:** Break down all key metrics by right-wing party to identify which party drives the moderation effect. **Requirements:** R1 **Dependencies:** None **Files:** - Create: `analysis/right_wing/party_differentiation.py` - Output: `reports/overton_window/party_differentiation.md` - Output: `reports/overton_window/party_differentiation_figure.png` **Approach:** - Parse `voting_results` JSON from motions table to identify the submitter party for each right-wing motion - Compute per-party: motion volume, mean centrist_support, mean extremity (2D), mechanism distribution - Stratify by period (pre vs post-2024) - Test whether PVV's moderation is distinct from FVD/JA21/SGP - Plot: 4-panel figure with (a) volume over time, (b) centrist support over time, (c) extremity over time, (d) mechanism distribution **Patterns to follow:** - `analysis/right_wing/overton_breakpoint_analysis.py` — party-level analysis patterns - `analysis/right_wing/classify_motions.py` — submitter parsing from title **Test scenarios:** - Happy path: Script produces per-party metrics for PVV, FVD, JA21, SGP across all years - Edge case: Multi-submitter motions (use first submitter) - Edge case: Parties with <10 motions in a year → exclude from party-level analysis **Verification:** - Report contains per-party tables for volume, centrist support, extremity, mechanisms - Figure shows whether moderation is PVV-specific or party-general ### U2. Coalition Coding Fix **Goal:** Split 2024 into pre-Schoof (Rutte IV) and post-Schoof (Schoof) periods to eliminate coalition coding ambiguity. **Requirements:** R2 **Dependencies:** None **Files:** - Modify: `analysis/right_wing/overton_breakpoint_analysis.py` (coalition coding logic) - Modify: `analysis/right_wing/temporal_trajectory.py` (quarterly analysis) - Output: Updated reports with corrected coalition coding **Approach:** - Define coalition periods: Rutte IV (2022-Oct to 2024-Jul), Schoof (2024-Jul to present) - Update `is_opposition` logic to use motion date for period detection - Re-run opposition-only analysis with corrected coding - Compare results with original binary coding **Patterns to follow:** - `analysis/right_wing/overton_breakpoint_analysis.py` — existing coalition coding at line ~200 **Test scenarios:** - Happy path: Opposition-only analysis shows corrected centrist support trajectory - Edge case: Motions in July 2024 (transition month) → assign to Schoof - Integration: Results should be consistent with temporal trajectory findings **Verification:** - Opposition-only centrist support trajectory is recalculated with corrected coding - Report explicitly states the coding change and its impact on findings ### U3. Voting Margin Analysis **Goal:** Replace binary pass/fail with continuous voting margin as the primary success metric. **Requirements:** R3 **Dependencies:** None **Files:** - Create: `analysis/right_wing/voting_margin.py` - Output: `reports/overton_window/voting_margin.md` - Output: `reports/overton_window/voting_margin_figure.png` **Approach:** - Compute `margin = (voor - tegen) / (voor + tegen + afwezig)` for each right-wing motion - Analyze margin distribution by centrist support quartile - Test whether higher centrist support → higher margin (not just pass/fail) - Stratify by period (pre vs post-2024) - Plot: margin distribution by centrist support quartile, with period comparison **Patterns to follow:** - `analysis/right_wing/success_correlation.py` — existing pass rate analysis **Test scenarios:** - Happy path: Script computes margins for all right-wing motions, produces distribution figure - Edge case: Motions with 0 votes → exclude - Edge case: Motions with unanimous support → margin = 1.0 **Verification:** - Report contains margin distribution by centrist support quartile - Figure shows whether centrist support predicts voting margin (continuous) better than pass rate (binary) ### U4. SVD Temporal Trajectory Visualization **Goal:** Visualize SVD spatial drift over 10 annual windows showing centrist and right-wing party trajectories. **Requirements:** R4 **Dependencies:** None **Files:** - Create: `analysis/right_wing/svd_trajectory_viz.py` - Output: `reports/overton_window/svd_trajectory_figure.png` **Approach:** - Use `load_party_scores_all_windows_aligned()` to get 2D positions for all parties across 10 windows - Plot: 2D compass with trajectory arrows for centrist parties (VVD, D66, CDA, NSC, BBB, CU) and right-wing parties (PVV, FVD, JA21, SGP) - Color by party, arrow direction shows temporal progression - Annotate windows with year labels **Patterns to follow:** - `analysis/right_wing/overton_svd_drift.py` — existing SVD drift analysis - `explorer.py` — compass plotting with PARTY_COLOURS **Test scenarios:** - Happy path: Figure shows clear trajectory arrows for all parties - Edge case: Missing party in a window → skip that arrow segment **Verification:** - Figure shows whether centrist parties moved left while right-wing parties moved right - Trajectory arrows are clearly labeled with year markers ### U5. Mechanism Classification Validation **Goal:** Validate mechanism classification with a second classifier and compute inter-rater reliability. **Requirements:** R5 **Dependencies:** None **Files:** - Create: `analysis/right_wing/mechanism_validation.py` - Output: `reports/overton_window/mechanism_validation.md` **Approach:** - Use a second LLM (different model or different prompt) to classify the same 200 motions - Compute Cohen's kappa for inter-rater reliability - Report disagreements and resolve them - Update mechanism classification with validated results **Patterns to follow:** - `analysis/right_wing/mechanism_classification.py` — existing classification **Test scenarios:** - Happy path: Second classifier produces classifications for all 200 motions - Edge case: Disagreements → report and resolve **Verification:** - Report contains Cohen's kappa score - Disagreements are documented and resolved ### U6. Predictive Modeling **Goal:** Build a predictive model for centrist support using motion features. **Requirements:** R6 **Dependencies:** U1 (party differentiation), U3 (voting margin) **Files:** - Create: `analysis/right_wing/predictive_model.py` - Output: `reports/overton_window/predictive_model.md` - Output: `reports/overton_window/predictive_model_figure.png` **Approach:** - Features: category, stijl_extremiteit, materiele_impact, submitter_party, mechanism, text_length, keyword_count - Target: centrist_support (binary: >0.5 = high, <=0.5 = low) - Models: logistic regression (interpretable), random forest (accuracy) - Evaluate: accuracy, precision, recall, AUC-ROC - Feature importance: which features best predict centrist support? **Patterns to follow:** - `analysis/right_wing/extremity_rescore_2d.py` — batch processing patterns **Test scenarios:** - Happy path: Model achieves AUC-ROC > 0.7 - Edge case: Missing features → impute with median/mode **Verification:** - Report contains model performance metrics and feature importance - Figure shows ROC curve and feature importance plot ## System-Wide Impact - **No database changes:** All analysis uses existing tables - **No UI changes:** All outputs are markdown reports and PNG figures - **No agent_tools changes:** Analysis scripts are standalone - **Reproducibility:** All scripts are deterministic given the same database state ## Risks & Dependencies | Risk | Mitigation | |------|------------| | Party differentiation may show PVV dominates everything | Report per-party sample sizes; exclude parties with <10 motions | | Coalition coding fix may not change findings | Report both codings and compare | | Voting margin may be correlated with pass rate | Compute correlation; if r>0.95, margin adds no value | | SVD trajectory may be too cluttered | Use separate panels for centrist and right-wing | | Mechanism validation may show low agreement | Report kappa; if <0.6, revise taxonomy | | Predictive model may overfit | Use cross-validation; report train/test split | ## Sources & References - **Current synthesis:** `reports/overton_window/overton_window_synthesis.md` - **Temporal trajectory:** `reports/overton_window/temporal_trajectory.md` - **Mechanism classification:** `reports/overton_window/mechanism_classification.md` - **SVD drift:** `analysis/right_wing/overton_svd_drift.py` - **Party positions:** `analysis/explorer_data.py` — `load_party_scores_all_windows_aligned()`