Analysis Direction

{% if pipeline.default_context %} {% set ns_ctx = namespace(has_custom=false) %} {% for k, v in pipeline.default_context.items() %} {% if v is mapping and v.default is defined %} {% set actual_value = v.default %} {% set is_default = true %} {% else %} {% set actual_value = v %} {% set is_default = false %} {% endif %} {% if actual_value %}

{{ k }}: {{ actual_value }}{% if is_default %}*{% else %}{% set ns_ctx.has_custom = true %}{% endif %}

{% endif %} {% endfor %}

* default value

{% else %}

Using pipeline defaults.

{% endif %}

Results

{{ result.themes|length if result.themes else 0 }} themes

{{ result.codes|length if result.codes else 0 }} codes

Model

{% if pipeline.config.model_name %}

{{ pipeline.config.model_name }}

{% endif %}

{{ pipeline.config.document_paths|length }} documents

Source files: {{ pipeline.config.input_source or "files" }} ({{ pipeline.config.document_paths|length }})

{{ i.0 }}

{% if self_similarity and self_similarity.n_themes > 1 %} {% endif %} {% if verification_data %} {% endif %}

{% set ns = namespace(has_narrative=false) %} {% for report_key in pipeline.config.report_texts %} {# report_key can be 'node_name.slot_name' or just 'node_name' #} {% set node_name = report_key.split('.')[0] %} {% set slot_name = report_key.split('.')[1] if '.' in report_key else none %} {% if node_name in pipeline.nodes_dict and pipeline.nodes_dict[node_name].output %} {% set node = pipeline.nodes_dict[node_name] %} {% set node_result = node.result() %} {# Handle both dict (from JSON) and ChatterResult object (live) #} {% if node_result is mapping %} {% set chatter = node_result.get('chatter_result', {}) %} {% set results = chatter.get('results', {}) if chatter is mapping else {} %} {% else %} {# Live ChatterResult - get results directly from outputs #} {% set results = {} %} {% endif %} {# For live runs, check node.output directly #} {% set ns2 = namespace(narrative_text=none) %} {% if node.output and node.output is iterable and node.output[0] is defined %} {% set first_output = node.output[0] %} {# Live ChatterResult object #} {% if first_output.outputs is defined %} {% if slot_name and slot_name in first_output.outputs %} {% set slot_val = first_output.outputs[slot_name] %} {% if slot_val is string %} {% set ns2.narrative_text = slot_val %} {% endif %} {% else %} {% for iter_slot_name, slot_val in first_output.outputs.items() %} {% if slot_val is string %} {% set ns2.narrative_text = slot_val %} {% endif %} {% endfor %} {% endif %} {# Deserialized dict with results #} {% elif first_output is mapping and first_output.results is defined %} {% if slot_name and slot_name in first_output.results %} {% set slot_data = first_output.results[slot_name] %} {% if slot_data is mapping and slot_data.output is defined and slot_data.output is string %} {% set ns2.narrative_text = slot_data.output %} {% endif %} {% else %} {% for iter_slot_name, slot_data in first_output.results.items() %} {% if slot_data is mapping and slot_data.output is defined and slot_data.output is string %} {% set ns2.narrative_text = slot_data.output %} {% endif %} {% endfor %} {% endif %} {% endif %} {% endif %} {# Fallback: try the results dict from node.result() #} {% if not ns2.narrative_text and results %} {% if slot_name and slot_name in results %} {% set slot_data = results[slot_name] %} {% if slot_data is mapping and slot_data.get('output') is string %} {% set ns2.narrative_text = slot_data.get('output') %} {% endif %} {% else %} {% for iter_slot_name, slot_data in results.items() %} {% if slot_data is mapping and slot_data.get('output') is string %} {% set ns2.narrative_text = slot_data.get('output') %} {% endif %} {% endfor %} {% endif %} {% endif %} {% if ns2.narrative_text %} {% set ns.has_narrative = true %} {% set report_info = pipeline.config.report_texts[report_key] if pipeline.config.report_texts is mapping else {} %} {% set display_label = report_info.label if report_info is mapping and report_info.label else (slot_name or node_name)|title|replace('_', ' ') %} {% set display_description = report_info.description if report_info is mapping and report_info.description else none %}

{% if display_description %}

{% endif %}

{% markdown %} {{ ns2.narrative_text|safe }} {% endmarkdown %}

{% endif %} {% endif %} {% endfor %} {% if not ns.has_narrative %}

No narrative sections were generated by this pipeline.

{% endif %}

Themes

Click a theme to expand and see related codes and quotes.

{% if themes_with_codes %} {% for theme in themes_with_codes %} {% set theme_idx = loop.index0 %}

{{ theme.description[:100] }}{% if theme.description|length > 100 %}...{% endif %}

{{ theme.related_codes|length }} codes {% if theme.total_quotes %} {{ theme.total_quotes }} quotes {% endif %}

{% if theme.related_codes %}

Related codes:

{% for code in theme.related_codes %}

{{ code.name }} {% set quotes = code.all_quotes or code.quotes or code.resolved_quotes or [] %} {% if quotes %} ({{ quotes|length }} quotes) {% endif %}

{% if quotes %}

{% for quote in quotes[:3] %}

"{{ quote.text|truncatewords(30) if quote.text else quote }}"

{% endfor %} {% if quotes|length > 3 %}

...and {{ quotes|length - 3 }} more

{% endif %}

{% endfor %}

{% endif %}

{% endfor %} {% else %} {% set themes_node = pipeline.nodes_dict.get('themes') %} {% if themes_node and themes_node.output %} {% set node_result = themes_node.result() %} {% set response_obj = node_result.response_obj if node_result else none %} {% set theme_list = response_obj.themes if response_obj and response_obj.themes is defined else [] %} {% for theme in theme_list %}

{% if theme.code_slugs %}

{% for slug in theme.code_slugs %} {{ slug }} {% endfor %}

{% endif %}

{% endfor %} {% if not theme_list %}

No themes were generated.

{% endif %} {% else %}

Themes node has no output.

{% endif %} {% endif %}

{% if self_similarity and self_similarity.n_themes > 1 %}

Theme Overlap

This matrix shows how similar each theme is to every other theme. Click a cell to compare two themes.

Raw Calibrated

{% for label in self_similarity.short_labels[:-1] %} {% endfor %} {% for row_idx in range(self_similarity.n_themes) %} {% for col_idx in range(self_similarity.n_themes - 1) %} {% if col_idx < row_idx %} {% else %} {% endif %} {% endfor %} {% endfor %}

	{{ label }}
{{ self_similarity.short_labels[row_idx] }}: {{ self_similarity.themes[row_idx][:30] }}{% if self_similarity.themes[row_idx]\|length > 30 %}...{% endif %}

Legend: ≥0.7 0.5-0.7 0.4-0.5 0.25-0.4 <0.25

{% endif %}

Codes

{% if result.codes %} {% for code in result.codes %} {% set code_obj = code if code.slug is defined else code %}

{% set quotes = code_obj.resolved_quotes or code_obj.get('resolved_quotes') or code_obj.quotes or code_obj.get('quotes') or [] %} {% if quotes %}

Supporting Quotes ({{ quotes|length }})

{% for quote in quotes %}

{% if quote.text is defined %}{{ quote.text }}{% elif quote.get is defined %}{{ quote.get('text', quote) }}{% else %}{{ quote }}{% endif %}

{% endfor %}

{% else %}

No quotes available for this code.

{% endif %}

{% endfor %} {% else %}

No codes available.

{% endif %}

{% if verification_data %}

Quote Verification

Shows how quotes were matched against source documents using BM25 lexical search and embedding similarity. {% if verification_data.flagged > 0 %} {{ verification_data.flagged }} quotes flagged for review. {% endif %}

{% for match in verification_data.matches %} {% endfor %}

Quote	Code	BM25	Similarity	LLM
"{{ match.quote[:80] }}{% if match.quote\|length > 80 %}...{% endif %}"	{% if match.code_name %} {{ match.code_name }} {% else %} - {% endif %}	{{ "%.1f"\|format(match.bm25_score) }}	{% if match.calibrated_similarity is not none %} {{ "%.2f"\|format(match.calibrated_similarity) }} {% else %} {{ "%.2f"\|format(match.cosine_similarity) }} {% endif %}	{% if match.llm_is_contained is true %} OK {% elif match.llm_is_contained is false %} Not Found {% else %} - {% endif %}
Full quote: "{{ match.quote }}" {% if match.span_text %} Found in context: ...{{ match.context_before }}{{ match.span_text }}{{ match.context_after }}... {% endif %} BM25: {{ "%.1f"\|format(match.bm25_score) }} Ratio: {{ "%.1f"\|format(match.bm25_ratio) }} {% if match.calibrated_similarity is not none %} Calibrated: {{ "%.3f"\|format(match.calibrated_similarity) }} {% endif %} Cosine: {{ "%.3f"\|format(match.cosine_similarity) }} {% if match.llm_explanation %} LLM explanation: {{ match.llm_explanation }} {% endif %} {% if match.source_doc %} Source: {{ match.source_doc }} {% endif %}

{% endif %}

Run Configuration

{% if pipeline.config.export_metadata and pipeline.config.export_metadata.command %}

CLI Command:

{{ pipeline.config.export_metadata.command }}

{% endif %}

Pipeline: {{ pipeline.name }}
Model: {{ pipeline.config.model_name }}
Sample: {{ pipeline.config.sample_n }} documents (randomly sampled)
Head: {{ pipeline.config.head_n }} documents (first N)
Seed: {{ pipeline.config.seed }}
Documents: {{ pipeline.config.document_paths|length }} files{% if pipeline.config.input_source %} from {{ pipeline.config.input_source }}{% endif %}

{{ pipeline.name }}

Analysis Direction

Results

Model

{{ display_label }}

Themes

Theme Overlap

Codes

Quote Verification

Run Configuration