1758 lines
68 KiB
Python
1758 lines
68 KiB
Python
import polars as pl
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from pathlib import Path
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import pandas as pd
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from typing import Union
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import json
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import re
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import hashlib
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import os
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from io import BytesIO
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import imagehash
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from PIL import Image
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from plots import QualtricsPlotsMixin
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from pptx import Presentation
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from pptx.enum.shapes import MSO_SHAPE_TYPE
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def image_alt_text_generator(fpath, include_dataset_dirname=False) -> str:
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"""convert image file path to alt text
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Args:
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fpath (str or Path): path to image file, must start with 'figures/'
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include_dataset_dirname (bool): whether to include the dataset directory name in the alt text. Recommended to keep False, so that the images do not get tied to a specific dataset export. (Defeats the purpose of assigning alt text to be able to update images when new datasets are exported.)
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"""
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if not isinstance(fpath, Path):
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fpath = Path(fpath)
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fparts = fpath.parts
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assert fparts[0] == 'figures', "Image file path must start with 'figures'"
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if include_dataset_dirname:
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return Path('/'.join(fparts[1:])).as_posix()
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else:
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return Path('/'.join(fparts[2:])).as_posix()
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def _get_shape_alt_text(shape) -> str:
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"""
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Extract alt text from a PowerPoint shape.
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Args:
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shape: A python-pptx shape object.
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Returns:
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str: The alt text (descr attribute) or empty string if not found.
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"""
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try:
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# Check for common property names used by python-pptx elements to store non-visual props
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# nvPicPr (Picture), nvSpPr (Shape/Placeholder), nvGrpSpPr (Group),
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# nvGraphicFramePr (GraphicFrame), nvCxnSpPr (Connector)
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nvPr = None
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for attr in ['nvPicPr', 'nvSpPr', 'nvGrpSpPr', 'nvGraphicFramePr', 'nvCxnSpPr']:
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if hasattr(shape._element, attr):
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nvPr = getattr(shape._element, attr)
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break
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if nvPr is not None and hasattr(nvPr, 'cNvPr'):
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return nvPr.cNvPr.get("descr", "")
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except Exception:
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pass
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return ""
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def pptx_replace_images_from_directory(
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presentation_path: Union[str, Path],
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image_source_dir: Union[str, Path],
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save_path: Union[str, Path] = None
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) -> dict:
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"""
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Replace all images in a PowerPoint presentation using images from a directory
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where subdirectory/filename paths match the alt_text of each image.
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This function scans all images in the presentation, extracts their alt_text,
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and looks for a matching image file in the source directory. The alt_text
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should be a relative path (e.g., "All_Respondents/chart_name.png") that
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corresponds to the directory structure under image_source_dir.
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Args:
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presentation_path (str/Path): Path to the source .pptx file.
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image_source_dir (str/Path): Root directory containing replacement images.
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The directory structure should mirror the alt_text paths.
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Example: if alt_text is "All_Respondents/voice_scale.png", the
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replacement image should be at image_source_dir/All_Respondents/voice_scale.png
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save_path (str/Path, optional): Path to save the modified presentation.
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If None, overwrites the input file.
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Returns:
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dict: Summary with keys:
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- 'replaced': List of dicts with slide number, shape name, and matched path
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- 'not_found': List of dicts with slide number, shape name, and alt_text
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- 'no_alt_text': List of dicts with slide number and shape name
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- 'total_images': Total number of picture shapes processed
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Example:
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>>> pptx_replace_images_from_directory(
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... "presentation.pptx",
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... "figures/2-2-26/",
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... "presentation_updated.pptx"
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... )
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Notes:
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- Alt text should be set using update_ppt_alt_text() or image_alt_text_generator()
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- Images without alt_text are skipped
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- Original image position, size, and aspect ratio are preserved
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"""
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presentation_path = Path(presentation_path)
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image_source_dir = Path(image_source_dir)
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if save_path is None:
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save_path = presentation_path
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else:
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save_path = Path(save_path)
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if not presentation_path.exists():
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raise FileNotFoundError(f"Presentation not found: {presentation_path}")
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if not image_source_dir.exists():
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raise FileNotFoundError(f"Image source directory not found: {image_source_dir}")
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# Build a lookup of all available images in the source directory
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available_images = {}
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for img_path in image_source_dir.rglob("*"):
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if img_path.is_file() and img_path.suffix.lower() in {'.png', '.jpg', '.jpeg', '.gif', '.bmp', '.tiff', '.webp'}:
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# Store relative path from image_source_dir as key
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rel_path = img_path.relative_to(image_source_dir).as_posix()
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available_images[rel_path] = img_path
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print(f"Found {len(available_images)} images in source directory")
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# Open presentation
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prs = Presentation(presentation_path)
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# Track results
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results = {
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'replaced': [],
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'not_found': [],
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'no_alt_text': [],
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'total_images': 0
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}
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total_slides = len(prs.slides)
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print(f"Processing {total_slides} slides...")
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for slide_idx, slide in enumerate(prs.slides):
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slide_num = slide_idx + 1
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# Use recursive iterator to find all pictures including those in groups
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picture_shapes = list(_iter_picture_shapes(slide.shapes))
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for shape in picture_shapes:
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results['total_images'] += 1
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shape_name = shape.name or f"Unnamed (ID: {getattr(shape, 'shape_id', 'unknown')})"
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# Get alt text
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alt_text = _get_shape_alt_text(shape)
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if not alt_text:
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results['no_alt_text'].append({
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'slide': slide_num,
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'shape_name': shape_name
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})
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continue
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# Look for matching image in source directory
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# Try the alt_text as-is, and also with common extensions if not present
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matched_path = None
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if alt_text in available_images:
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matched_path = available_images[alt_text]
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else:
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# Try adding common extensions if alt_text doesn't have one
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alt_text_path = Path(alt_text)
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if not alt_text_path.suffix:
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for ext in ['.png', '.jpg', '.jpeg', '.gif']:
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test_key = f"{alt_text}{ext}"
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if test_key in available_images:
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matched_path = available_images[test_key]
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break
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if matched_path is None:
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results['not_found'].append({
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'slide': slide_num,
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'shape_name': shape_name,
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'alt_text': alt_text
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})
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continue
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# Replace the image
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try:
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# Record coordinates
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left, top, width, height = shape.left, shape.top, shape.width, shape.height
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# Remove old shape from XML
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old_element = shape._element
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old_element.getparent().remove(old_element)
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# Add new image at the same position/size
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new_shape = slide.shapes.add_picture(str(matched_path), left, top, width, height)
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# Preserve the alt text on the new shape
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new_nvPr = None
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for attr in ['nvPicPr', 'nvSpPr', 'nvGrpSpPr', 'nvGraphicFramePr', 'nvCxnSpPr']:
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if hasattr(new_shape._element, attr):
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new_nvPr = getattr(new_shape._element, attr)
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break
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if new_nvPr and hasattr(new_nvPr, 'cNvPr'):
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new_nvPr.cNvPr.set("descr", alt_text)
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results['replaced'].append({
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'slide': slide_num,
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'shape_name': shape_name,
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'matched_path': str(matched_path)
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})
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print(f"Slide {slide_num}: Replaced '{alt_text}'")
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except Exception as e:
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results['not_found'].append({
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'slide': slide_num,
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'shape_name': shape_name,
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'alt_text': alt_text,
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'error': str(e)
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})
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# Save presentation
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prs.save(save_path)
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# Print summary
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print("\n" + "=" * 80)
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if results['replaced']:
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print(f"✓ Saved updated presentation to {save_path} with {len(results['replaced'])} replacements.")
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else:
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print("No images matched or required updates.")
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if results['not_found']:
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print(f"\n⚠ {len(results['not_found'])} image(s) not found in source directory:")
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for item in results['not_found']:
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print(f" • Slide {item['slide']}: '{item.get('alt_text', 'N/A')}'")
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if results['no_alt_text']:
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print(f"\n⚠ {len(results['no_alt_text'])} image(s) without alt text (skipped):")
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for item in results['no_alt_text']:
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print(f" • Slide {item['slide']}: '{item['shape_name']}'")
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if not results['not_found'] and not results['no_alt_text']:
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print("\n✓ All images replaced successfully!")
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print("=" * 80)
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return results
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def pptx_replace_named_image(presentation_path, target_tag, new_image_path, save_path):
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"""
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Finds and replaces a specific image in a PowerPoint presentation while
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preserving its original position, size, and aspect ratio.
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This function performs a 'surgical' replacement: it records the coordinates
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of the existing image, removes it from the slide's XML, and inserts a
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new image into the exact same bounding box. It identifies the target
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image by searching for a specific string within the Shape Name
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(Selection Pane) or Alt Text.
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Note: For batch replacement of all images using a directory structure,
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use pptx_replace_images_from_directory() instead.
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Args:
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presentation_path (str): The file path to the source .pptx file.
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target_tag (str): The unique identifier to look for (e.g., 'HERO_IMAGE').
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This is case-sensitive and checks both the shape name and alt text.
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new_image_path (str): The file path to the new image (PNG, JPG, etc.).
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save_path (str): The file path where the modified presentation will be saved.
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Returns:
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None: Saves the file directly to the provided save_path.
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Raises:
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FileNotFoundError: If the source presentation or new image is not found.
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PermissionError: If the save_path is currently open or locked.
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"""
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prs = Presentation(presentation_path)
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for i, slide in enumerate(prs.slides):
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# Iterate over a list copy of shapes to safely modify the slide during iteration
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print(f"Processing Slide {i + 1}...")
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print(f"Total Shapes: {len(slide.shapes)} shapes")
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for shape in list(slide.shapes):
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print(f"Checking shape: {shape.name} of type {shape.shape_type}...")
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shape_name = shape.name or ""
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alt_text = _get_shape_alt_text(shape)
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print(f"Alt Text for shape '{shape_name}': {alt_text}")
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if target_tag in shape_name or target_tag in alt_text:
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print(f"Found it! Replacing {shape_name}...")
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try:
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# Record coordinates
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left, top, width, height = shape.left, shape.top, shape.width, shape.height
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# Remove old shape
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old_element = shape._element
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old_element.getparent().remove(old_element)
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# Add new image at the same spot
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slide.shapes.add_picture(str(new_image_path), left, top, width, height)
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except AttributeError:
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print(f"Could not replace {shape_name} - might be missing dimensions.")
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else:
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print(f"Skipping shape '{shape_name}' with alt text '{alt_text}'")
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prs.save(save_path)
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print(f"Successfully saved to {save_path}")
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def _calculate_file_sha1(file_path: Union[str, Path]) -> str:
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"""Calculate SHA1 hash of a file."""
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sha1 = hashlib.sha1()
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with open(file_path, 'rb') as f:
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while True:
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data = f.read(65536)
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if not data:
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break
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sha1.update(data)
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return sha1.hexdigest()
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def _calculate_perceptual_hash(image_source: Union[str, Path, bytes]) -> str:
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"""
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Calculate perceptual hash of an image based on visual content.
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Uses pHash (perceptual hash) which is robust against:
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- Metadata differences
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- Minor compression differences
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- Small color/contrast variations
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Args:
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image_source: File path to image or raw image bytes.
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Returns:
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str: Hexadecimal string representation of the perceptual hash.
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"""
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if isinstance(image_source, bytes):
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img = Image.open(BytesIO(image_source))
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else:
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img = Image.open(image_source)
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# Convert to RGB if necessary (handles RGBA, P mode, etc.)
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if img.mode not in ('RGB', 'L'):
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img = img.convert('RGB')
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# Use pHash (perceptual hash) - robust against minor differences
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phash = imagehash.phash(img)
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return str(phash)
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def _build_image_hash_map(root_dir: Union[str, Path], use_perceptual_hash: bool = True) -> dict:
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"""
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Recursively walk the directory and build a map of image hashes to file paths.
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Only includes common image extensions.
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Args:
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root_dir: Root directory to scan for images.
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use_perceptual_hash: If True, uses perceptual hashing (robust against metadata
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differences). If False, uses SHA1 byte hashing (exact match only).
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Returns:
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dict: Mapping of hash strings to file paths.
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"""
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hash_map = {}
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valid_extensions = {'.png', '.jpg', '.jpeg', '.tiff', '.bmp', '.gif'}
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root = Path(root_dir)
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hash_type = "perceptual" if use_perceptual_hash else "SHA1"
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print(f"Building image hash map from {root} using {hash_type} hashing...")
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count = 0
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for root_path, dirs, files in os.walk(root):
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for file in files:
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file_path = Path(root_path) / file
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if file_path.suffix.lower() in valid_extensions:
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try:
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if use_perceptual_hash:
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file_hash = _calculate_perceptual_hash(file_path)
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else:
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file_hash = _calculate_file_sha1(file_path)
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# We store the absolute path for reference, but we might just need the path relative to project for alt text
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hash_map[file_hash] = file_path
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count += 1
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except Exception as e:
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print(f"Error hashing {file_path}: {e}")
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print(f"Indexed {count} images.")
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return hash_map
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def _iter_picture_shapes(shapes):
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"""
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Recursively iterate over shapes and yield those that are pictures
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(have an 'image' property), diving into groups.
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"""
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for shape in shapes:
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# Check groups recursively
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if shape.shape_type == MSO_SHAPE_TYPE.GROUP:
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yield from _iter_picture_shapes(shape.shapes)
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continue
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# Check if shape has image property (Pictures, Placeholders with images)
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if hasattr(shape, 'image'):
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yield shape
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def update_ppt_alt_text(ppt_path: Union[str, Path], image_source_dir: Union[str, Path], output_path: Union[str, Path] = None, use_perceptual_hash: bool = True):
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"""
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Updates the alt text of images in a PowerPoint presentation by matching
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their content with images in a source directory.
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Args:
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ppt_path (str/Path): Path to the PowerPoint file.
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image_source_dir (str/Path): Directory containing source images to match against.
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output_path (str/Path, optional): Path to save the updated presentation.
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If None, overwrites the input file.
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use_perceptual_hash (bool): If True (default), uses perceptual hashing which
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matches images based on visual content (robust against metadata differences,
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re-compression, etc.). If False, uses SHA1 byte hashing (exact file match only).
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"""
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if output_path is None:
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output_path = ppt_path
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# 1. Build lookup map of {hash: file_path} from the source directory
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image_hash_map = _build_image_hash_map(image_source_dir, use_perceptual_hash=use_perceptual_hash)
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# 2. Open Presentation
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try:
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prs = Presentation(ppt_path)
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except Exception as e:
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print(f"Error opening presentation {ppt_path}: {e}")
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return
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updates_count = 0
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unmatched_images = [] # Collect unmatched images to report at the end
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slides = list(prs.slides)
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total_slides = len(slides)
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print(f"Processing {total_slides} slides...")
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for i, slide in enumerate(slides):
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# Use recursive iterator to find all pictures including those in groups/placeholders
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picture_shapes = list(_iter_picture_shapes(slide.shapes))
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for shape in picture_shapes:
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try:
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# Get image hash based on selected method
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if use_perceptual_hash:
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# Use perceptual hash of the image blob for visual content matching
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current_hash = _calculate_perceptual_hash(shape.image.blob)
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else:
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# Use SHA1 hash from python-pptx (exact byte match)
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current_hash = shape.image.sha1
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if current_hash in image_hash_map:
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original_path = image_hash_map[current_hash]
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# Generate Alt Text
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try:
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# Prepare path for generator.
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# Try to relativize to CWD if capable
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pass_path = original_path
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try:
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pass_path = original_path.relative_to(Path.cwd())
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except ValueError:
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pass
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new_alt_text = image_alt_text_generator(pass_path)
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# Check existing alt text to avoid redundant updates/log them
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# Accessing alt text via cNvPr
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# Note: Different shape types might store non-visual props differently
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# Picture: nvPicPr.cNvPr
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# GraphicFrame: nvGraphicFramePr.cNvPr
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# Group: nvGrpSpPr.cNvPr
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# Shape/Placeholder: nvSpPr.cNvPr
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nvPr = None
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for attr in ['nvPicPr', 'nvSpPr', 'nvGrpSpPr', 'nvGraphicFramePr', 'nvCxnSpPr']:
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if hasattr(shape._element, attr):
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nvPr = getattr(shape._element, attr)
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break
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if nvPr and hasattr(nvPr, 'cNvPr'):
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cNvPr = nvPr.cNvPr
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existing_alt_text = cNvPr.get("descr", "")
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|
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if existing_alt_text != new_alt_text:
|
|
print(f"Slide {i+1}: Updating alt text for image matches '{pass_path}'")
|
|
print(f" Old: '{existing_alt_text}' -> New: '{new_alt_text}'")
|
|
cNvPr.set("descr", new_alt_text)
|
|
updates_count += 1
|
|
else:
|
|
print(f"Could not find cNvPr for shape on slide {i+1}")
|
|
|
|
except AssertionError as e:
|
|
print(f"Skipping match for {original_path} due to generator error: {e}")
|
|
except Exception as e:
|
|
print(f"Error updating alt text for {original_path}: {e}")
|
|
|
|
else:
|
|
shape_id = getattr(shape, 'shape_id', getattr(shape, 'id', 'Unknown ID'))
|
|
shape_name = shape.name if shape.name else f"Unnamed Shape (ID: {shape_id})"
|
|
hash_type = "pHash" if use_perceptual_hash else "SHA1"
|
|
unmatched_images.append({
|
|
'slide': i+1,
|
|
'shape_name': shape_name,
|
|
'hash_type': hash_type,
|
|
'hash': current_hash
|
|
})
|
|
|
|
except AttributeError:
|
|
continue
|
|
except Exception as e:
|
|
print(f"Error processing shape on slide {i+1}: {e}")
|
|
|
|
# Print summary
|
|
print("\n" + "="*80)
|
|
if updates_count > 0:
|
|
prs.save(output_path)
|
|
print(f"✓ Saved updated presentation to {output_path} with {updates_count} updates.")
|
|
else:
|
|
print("No images matched or required updates.")
|
|
|
|
# List unmatched images at the end
|
|
if unmatched_images:
|
|
print(f"\n⚠ {len(unmatched_images)} image(s) not found in source directory:")
|
|
for img in unmatched_images:
|
|
print(f" • Slide {img['slide']}: '{img['shape_name']}' ({img['hash_type']}: {img['hash']})")
|
|
else:
|
|
print("\n✓ All images matched successfully!")
|
|
print("="*80)
|
|
|
|
|
|
def extract_voice_label(html_str: str) -> str:
|
|
"""
|
|
Extract voice label from HTML string and convert to short format.
|
|
|
|
Parameters:
|
|
html_str (str): HTML string containing voice label in format "Voice N"
|
|
|
|
Returns:
|
|
str: Voice label in format "VN" (e.g., "V14")
|
|
|
|
Example:
|
|
>>> extract_voice_label('<span style="...">Voice 14<br />...')
|
|
'V14'
|
|
"""
|
|
match = re.search(r'Voice (\d+)', html_str)
|
|
return f"V{match.group(1)}" if match else None
|
|
|
|
|
|
def extract_qid(val):
|
|
"""Extracts the 'ImportId' from a string representation of a dictionary."""
|
|
|
|
if isinstance(val, str) and val.startswith('{') and val.endswith('}'):
|
|
val = eval(val)
|
|
return val['ImportId']
|
|
|
|
|
|
def combine_exclusive_columns(df: pl.DataFrame, id_col: str = "_recordId", target_col_name: str = "combined_value") -> pl.DataFrame:
|
|
"""
|
|
Combines all columns except id_col into a single column.
|
|
Raises ValueError if more than one column is populated in a single row.
|
|
"""
|
|
merge_cols = [c for c in df.columns if c != id_col]
|
|
|
|
# Validate: count non-nulls horizontally
|
|
row_counts = df.select(
|
|
pl.sum_horizontal(pl.col(merge_cols).is_not_null())
|
|
).to_series()
|
|
|
|
if (row_counts > 1).any():
|
|
raise ValueError("Invalid Data: Multiple columns populated for a single record row.")
|
|
|
|
# Merge columns using coalesce
|
|
return df.select([
|
|
pl.col(id_col),
|
|
pl.coalesce(merge_cols).alias(target_col_name)
|
|
])
|
|
|
|
|
|
|
|
def calculate_weighted_ranking_scores(df: pl.LazyFrame) -> pl.DataFrame:
|
|
"""
|
|
Calculate weighted scores for character or voice rankings.
|
|
Points system: 1st place = 3 pts, 2nd place = 2 pts, 3rd place = 1 pt.
|
|
|
|
Parameters
|
|
----------
|
|
df : pl.DataFrame
|
|
DataFrame containing character/ voice ranking columns.
|
|
|
|
Returns
|
|
-------
|
|
pl.DataFrame
|
|
DataFrame with columns 'Character' and 'Weighted Score', sorted by score.
|
|
"""
|
|
if isinstance(df, pl.LazyFrame):
|
|
df = df.collect()
|
|
|
|
scores = []
|
|
# Identify ranking columns (assume all columns except _recordId)
|
|
ranking_cols = [c for c in df.columns if c != '_recordId']
|
|
|
|
for col in ranking_cols:
|
|
# Calculate score:
|
|
# (Count of Rank 1 * 3) + (Count of Rank 2 * 2) + (Count of Rank 3 * 1)
|
|
r1_count = df.filter(pl.col(col) == 1).height
|
|
r2_count = df.filter(pl.col(col) == 2).height
|
|
r3_count = df.filter(pl.col(col) == 3).height
|
|
|
|
weighted_score = (r1_count * 3) + (r2_count * 2) + (r3_count * 1)
|
|
|
|
# Clean name
|
|
clean_name = col.replace('Character_Ranking_', '').replace('Top_3_Voices_ranking__', '').replace('_', ' ').strip()
|
|
|
|
scores.append({
|
|
'Character': clean_name,
|
|
'Weighted Score': weighted_score
|
|
})
|
|
|
|
return pl.DataFrame(scores).sort('Weighted Score', descending=True)
|
|
|
|
|
|
def normalize_row_values(df: pl.DataFrame, target_cols: list[str]) -> pl.DataFrame:
|
|
"""
|
|
Normalizes values in the specified columns row-wise to 0-10 scale (Min-Max normalization).
|
|
Formula: ((x - row_min) / (row_max - row_min)) * 10
|
|
|
|
Nulls are preserved as nulls. If all non-null values in a row are equal (max == min),
|
|
those values become 5.0 (midpoint of the scale).
|
|
|
|
Parameters
|
|
----------
|
|
df : pl.DataFrame
|
|
Input dataframe.
|
|
target_cols : list[str]
|
|
List of column names to normalize.
|
|
|
|
Returns
|
|
-------
|
|
pl.DataFrame
|
|
DataFrame with target columns normalized row-wise.
|
|
"""
|
|
# Calculate row min and max across target columns (ignoring nulls)
|
|
row_min = pl.min_horizontal([pl.col(c).cast(pl.Float64) for c in target_cols])
|
|
row_max = pl.max_horizontal([pl.col(c).cast(pl.Float64) for c in target_cols])
|
|
row_range = row_max - row_min
|
|
|
|
# Build normalized column expressions
|
|
norm_exprs = []
|
|
for col in target_cols:
|
|
norm_exprs.append(
|
|
pl.when(row_range == 0)
|
|
.then(
|
|
# If range is 0 (all values equal), return 5.0 for non-null, null for null
|
|
pl.when(pl.col(col).is_null()).then(None).otherwise(5.0)
|
|
)
|
|
.otherwise(
|
|
((pl.col(col).cast(pl.Float64) - row_min) / row_range) * 10
|
|
)
|
|
.alias(col)
|
|
)
|
|
|
|
return df.with_columns(norm_exprs)
|
|
|
|
|
|
def normalize_global_values(df: pl.DataFrame, target_cols: list[str]) -> pl.DataFrame:
|
|
"""
|
|
Normalizes values in the specified columns globally to 0-10 scale.
|
|
Formula: ((x - global_min) / (global_max - global_min)) * 10
|
|
Ignores null values (NaNs).
|
|
"""
|
|
# Ensure eager for scalar extraction
|
|
was_lazy = isinstance(df, pl.LazyFrame)
|
|
if was_lazy:
|
|
df = df.collect()
|
|
|
|
if len(target_cols) == 0:
|
|
return df.lazy() if was_lazy else df
|
|
|
|
# Calculate global stats efficiently by stacking all columns
|
|
# Cast to Float64 to ensure numeric calculations
|
|
stats = df.select([pl.col(c).cast(pl.Float64) for c in target_cols]).melt().select([
|
|
pl.col("value").min().alias("min"),
|
|
pl.col("value").max().alias("max")
|
|
])
|
|
|
|
global_min = stats["min"][0]
|
|
global_max = stats["max"][0]
|
|
|
|
# Handle edge case where all values are same or none exist
|
|
if global_min is None or global_max is None or global_max == global_min:
|
|
return df.lazy() if was_lazy else df
|
|
|
|
global_range = global_max - global_min
|
|
|
|
res = df.with_columns([
|
|
(((pl.col(col).cast(pl.Float64) - global_min) / global_range) * 10).alias(col)
|
|
for col in target_cols
|
|
])
|
|
|
|
return res.lazy() if was_lazy else res
|
|
|
|
|
|
class QualtricsSurvey(QualtricsPlotsMixin):
|
|
"""Class to handle Qualtrics survey data."""
|
|
|
|
def __init__(self, data_path: Union[str, Path], qsf_path: Union[str, Path]):
|
|
if isinstance(data_path, str):
|
|
data_path = Path(data_path)
|
|
|
|
if isinstance(qsf_path, str):
|
|
qsf_path = Path(qsf_path)
|
|
|
|
self.data_filepath = data_path
|
|
self.qsf_filepath = qsf_path
|
|
self.qid_descr_map = self._extract_qid_descr_map()
|
|
self.qsf:dict = self._load_qsf()
|
|
|
|
# get export directory name for saving figures ie if data_path='data/exports/OneDrive_2026-01-21/...' should be 'figures/OneDrive_2026-01-21'
|
|
self.fig_save_dir = Path('figures') / self.data_filepath.parts[2]
|
|
if not self.fig_save_dir.exists():
|
|
self.fig_save_dir.mkdir(parents=True, exist_ok=True)
|
|
|
|
self.data_filtered = None
|
|
self.plot_height = 500
|
|
self.plot_width = 1000
|
|
|
|
# Filter values
|
|
self.filter_age:list = None
|
|
self.filter_gender:list = None
|
|
self.filter_consumer:list = None
|
|
self.filter_ethnicity:list = None
|
|
self.filter_income:list = None
|
|
|
|
|
|
|
|
def _extract_qid_descr_map(self) -> dict:
|
|
"""Extract mapping of Qualtrics ImportID to Question Description from results file."""
|
|
|
|
if '1_1-16-2026' in self.data_filepath.as_posix():
|
|
df_questions = pd.read_csv(self.data_filepath, nrows=1)
|
|
df_questions
|
|
|
|
return df_questions.iloc[0].to_dict()
|
|
|
|
|
|
else:
|
|
# First row contains Qualtrics Editor question names (ie 'B_VOICE SEL. 18-8')
|
|
|
|
# Second row which contains the question content
|
|
# Third row contains the Export Metadata (ie '{"ImportId":"startDate","timeZone":"America/Denver"}')
|
|
df_questions = pd.read_csv(self.data_filepath, nrows=2)
|
|
|
|
|
|
|
|
# transpose df_questions
|
|
df_questions = df_questions.T.reset_index()
|
|
df_questions.columns = ['QName', 'Description', 'export_metadata']
|
|
df_questions['ImportID'] = df_questions['export_metadata'].apply(extract_qid)
|
|
|
|
df_questions = df_questions[['ImportID', 'QName', 'Description']]
|
|
|
|
# return dict as {ImportID: [QName, Description]}
|
|
return df_questions.set_index('ImportID')[['QName', 'Description']].T.to_dict()
|
|
|
|
def _load_qsf(self) -> dict:
|
|
"""Load QSF file to extract question metadata if needed."""
|
|
|
|
with open(self.qsf_filepath, 'r', encoding='utf-8') as f:
|
|
qsf_data = json.load(f)
|
|
return qsf_data
|
|
|
|
def _get_qsf_question_by_QID(self, QID: str) -> dict:
|
|
"""Get question metadata from QSF using the Question ID."""
|
|
|
|
q_elem = [elem for elem in self.qsf['SurveyElements'] if elem['PrimaryAttribute'] == QID]
|
|
|
|
if len(q_elem) == 0:
|
|
raise ValueError(f"SurveyElement with 'PrimaryAttribute': '{QID}' not found in QSF.")
|
|
if len(q_elem) > 1:
|
|
raise ValueError(f"Multiple SurveyElements with 'PrimaryAttribute': '{QID}' found in QSF: \n{q_elem}")
|
|
|
|
return q_elem[0]
|
|
|
|
|
|
def load_data(self) -> pl.LazyFrame:
|
|
"""
|
|
Load CSV where column headers are in row 3 as dict strings with ImportId.
|
|
|
|
The 3rd row contains metadata like '{"ImportId":"startDate","timeZone":"America/Denver"}'.
|
|
This function extracts the ImportId from each column and uses it as the column name.
|
|
|
|
Parameters:
|
|
file_path (Path): Path to the CSV file to load.
|
|
|
|
Returns:
|
|
pl.LazyFrame: Polars LazyFrame with ImportId as column names.
|
|
"""
|
|
if '1_1-16-2026' in self.data_filepath.as_posix():
|
|
raise NotImplementedError("This method does not support the '1_1-16-2026' export format.")
|
|
|
|
# Read the 3rd row (index 2) which contains the metadata dictionaries
|
|
# Use header=None to get raw values instead of treating them as column names
|
|
df_meta = pd.read_csv(self.data_filepath, nrows=1, skiprows=2, header=None)
|
|
|
|
# Extract ImportIds from each column value in this row
|
|
new_columns = [extract_qid(val) for val in df_meta.iloc[0]]
|
|
|
|
# Now read the actual data starting from row 4 (skip first 3 rows)
|
|
df = pl.read_csv(self.data_filepath, skip_rows=3)
|
|
|
|
# Rename columns with the extracted ImportIds
|
|
df.columns = new_columns
|
|
|
|
# Store unique values for filters (ignoring nulls) to detect "all selected" state
|
|
self.options_age = sorted(df['QID1'].drop_nulls().unique().to_list()) if 'QID1' in df.columns else []
|
|
self.options_gender = sorted(df['QID2'].drop_nulls().unique().to_list()) if 'QID2' in df.columns else []
|
|
self.options_consumer = sorted(df['Consumer'].drop_nulls().unique().to_list()) if 'Consumer' in df.columns else []
|
|
self.options_ethnicity = sorted(df['QID3'].drop_nulls().unique().to_list()) if 'QID3' in df.columns else []
|
|
self.options_income = sorted(df['QID15'].drop_nulls().unique().to_list()) if 'QID15' in df.columns else []
|
|
|
|
return df.lazy()
|
|
|
|
def _get_subset(self, q: pl.LazyFrame, QIDs, rename_cols=True, include_record_id=True) -> pl.LazyFrame:
|
|
"""Extract subset of data based on specific questions."""
|
|
|
|
if include_record_id and '_recordId' not in QIDs:
|
|
QIDs = ['_recordId'] + QIDs
|
|
|
|
if not rename_cols:
|
|
return q.select(QIDs)
|
|
|
|
rename_dict = {qid: self.qid_descr_map[qid]['QName'] for qid in QIDs if qid in self.qid_descr_map and qid != '_recordId'}
|
|
|
|
return q.select(QIDs).rename(rename_dict)
|
|
|
|
def filter_data(self, q: pl.LazyFrame, age:list=None, gender:list=None, consumer:list=None, ethnicity:list=None, income:list=None) -> pl.LazyFrame:
|
|
"""Filter data based on provided parameters
|
|
|
|
Possible parameters:
|
|
- age: list of age groups to include
|
|
- gender: list
|
|
- consumer: list
|
|
- ethnicity: list
|
|
- income: list
|
|
|
|
Also saves the result to self.data_filtered.
|
|
"""
|
|
|
|
# Apply filters
|
|
self.filter_age = age
|
|
if age is not None:
|
|
q = q.filter(pl.col('QID1').is_in(age))
|
|
|
|
self.filter_gender = gender
|
|
if gender is not None:
|
|
q = q.filter(pl.col('QID2').is_in(gender))
|
|
|
|
self.filter_consumer = consumer
|
|
if consumer is not None:
|
|
q = q.filter(pl.col('Consumer').is_in(consumer))
|
|
|
|
self.filter_ethnicity = ethnicity
|
|
if ethnicity is not None:
|
|
q = q.filter(pl.col('QID3').is_in(ethnicity))
|
|
|
|
self.filter_income = income
|
|
if income is not None:
|
|
q = q.filter(pl.col('QID15').is_in(income))
|
|
|
|
self.data_filtered = q
|
|
return self.data_filtered
|
|
|
|
def get_demographics(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the demographics.
|
|
|
|
Renames columns using qid_descr_map if provided.
|
|
"""
|
|
QIDs = ['QID1', 'QID2', 'QID3', 'QID4', 'QID7', 'QID13', 'QID14', 'QID15', 'QID16', 'QID17', 'Consumer']
|
|
return self._get_subset(q, QIDs), None
|
|
|
|
|
|
def get_top_8_traits(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the top 8 characteristics are most important for this Chase virtual assistant to have.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
QIDs = ['QID25']
|
|
return self._get_subset(q, QIDs, rename_cols=False).rename({'QID25': 'Top_8_Traits'}), None
|
|
|
|
|
|
|
|
def get_top_3_traits(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the top 3 characteristics that the Chase virtual assistant should prioritize.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
QIDs = ['QID26_0_GROUP']
|
|
return self._get_subset(q, QIDs, rename_cols=False).rename({'QID26_0_GROUP': 'Top_3_Traits'}), None
|
|
|
|
|
|
def get_character_ranking(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the ranking of characteristics for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
|
|
|
|
# Requires QSF to map "Character Ranking_2" to the actual character
|
|
cfg = self._get_qsf_question_by_QID('QID27')['Payload']
|
|
|
|
|
|
QIDs_map = {f'QID27_{v}': cfg['VariableNaming'][k] for k,v in cfg['RecodeValues'].items()}
|
|
QIDs_rename = {qid: f'Character_Ranking_{QIDs_map[qid].replace(" ", "_")}' for qid in QIDs_map}
|
|
|
|
return self._get_subset(q, list(QIDs_rename.keys()), rename_cols=False).rename(QIDs_rename), None
|
|
|
|
|
|
def get_18_8_3(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the 18-8-3 feedback for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
QIDs = ['QID29', 'QID101', 'QID36_0_GROUP']
|
|
|
|
rename_dict = {
|
|
'QID29': '18-8_Set-A',
|
|
'QID101': '18-8_Set-B',
|
|
'QID36_0_GROUP': '3_Ranked'
|
|
}
|
|
|
|
subset = self._get_subset(q, QIDs, rename_cols=False).rename(rename_dict)
|
|
|
|
# Combine 18-8 Set A and Set B into single column
|
|
subset = subset.with_columns(
|
|
pl.coalesce(['18-8_Set-A', '18-8_Set-B']).alias('8_Combined')
|
|
)
|
|
# Change order of columns
|
|
subset = subset.select(['_recordId', '18-8_Set-A', '18-8_Set-B', '8_Combined', '3_Ranked'])
|
|
|
|
return subset, None
|
|
|
|
|
|
def get_voice_scale_1_10(self, q: pl.LazyFrame, drop_cols=['Voice_Scale_1_10__V46']) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the Voice Scale 1-10 ratings for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
|
|
Drops scores for V46 as it was improperly configured in the survey and thus did not show up for respondents.
|
|
"""
|
|
|
|
QIDs_map = {}
|
|
|
|
for qid, val in self.qid_descr_map.items():
|
|
if 'Scale 1-10_1' in val['QName']:
|
|
# Convert "Voice 16 Scale 1-10_1" to "Scale_1_10__Voice_16"
|
|
QIDs_map[qid] = f"Voice_Scale_1_10__V{val['QName'].split()[1]}"
|
|
|
|
for col in drop_cols:
|
|
if col in QIDs_map.values():
|
|
# remove from QIDs_map
|
|
qid_to_remove = [k for k,v in QIDs_map.items() if v == col][0]
|
|
del QIDs_map[qid_to_remove]
|
|
|
|
return self._get_subset(q, list(QIDs_map.keys()), rename_cols=False).rename(QIDs_map), None
|
|
|
|
|
|
|
|
def get_ss_green_blue(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, dict]:
|
|
"""Extract columns containing the SS Green/Blue ratings for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
|
|
cfg = self._get_qsf_question_by_QID('QID35')['Payload']
|
|
|
|
QIDs_map = {}
|
|
choices_map = {}
|
|
for qid, val in self.qid_descr_map.items():
|
|
if 'SS Green-Blue' in val['QName']:
|
|
|
|
cfg = self._get_qsf_question_by_QID(qid.split('_')[0])['Payload']
|
|
|
|
# ie: "V14 SS Green-Blue_1"
|
|
qname_parts = val['QName'].split()
|
|
voice = qname_parts[0]
|
|
trait_num = qname_parts[-1].split('_')[-1]
|
|
|
|
QIDs_map[qid] = f"SS_Green_Blue__{voice}__Choice_{trait_num}"
|
|
|
|
choices_map[f"SS_Green_Blue__{voice}__Choice_{trait_num}"] = cfg['Choices'][trait_num]['Display']
|
|
|
|
return self._get_subset(q, list(QIDs_map.keys()), rename_cols=False).rename(QIDs_map), choices_map
|
|
|
|
|
|
def get_top_3_voices(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the top 3 voice choices for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
|
|
QIDs_map = {}
|
|
|
|
cfg36 = self._get_qsf_question_by_QID('QID36')['Payload']
|
|
choice_voice_map = {k: extract_voice_label(v['Display']) for k,v in cfg36['Choices'].items()}
|
|
|
|
|
|
for qid, val in self.qid_descr_map.items():
|
|
if 'Rank Top 3 Voices' in val['QName']:
|
|
|
|
cfg = self._get_qsf_question_by_QID(qid.split('_')[0])['Payload']
|
|
voice_num = val['QName'].split('_')[-1]
|
|
|
|
# Validate that the DynamicChoices Locator is as expected
|
|
if cfg['DynamicChoices']['Locator'] != r"q://QID36/ChoiceGroup/SelectedChoicesInGroup/1":
|
|
raise ValueError(f"Unexpected DynamicChoices Locator for QID '{qid}': {cfg['DynamicChoices']['Locator']}")
|
|
|
|
# extract the voice from the QID36 config
|
|
voice = choice_voice_map[voice_num]
|
|
|
|
# Convert "Top 3 Voices_1" to "Top_3_Voices__V14"
|
|
QIDs_map[qid] = f"Top_3_Voices_ranking__{voice}"
|
|
|
|
return self._get_subset(q, list(QIDs_map.keys()), rename_cols=False).rename(QIDs_map), None
|
|
|
|
|
|
def get_ss_orange_red(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, dict]:
|
|
"""Extract columns containing the SS Orange/Red ratings for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
|
|
cfg = self._get_qsf_question_by_QID('QID40')['Payload']
|
|
|
|
QIDs_map = {}
|
|
choices_map = {}
|
|
for qid, val in self.qid_descr_map.items():
|
|
if 'SS Orange-Red' in val['QName']:
|
|
|
|
cfg = self._get_qsf_question_by_QID(qid.split('_')[0])['Payload']
|
|
|
|
# ie: "V14 SS Orange-Red_1"
|
|
qname_parts = val['QName'].split()
|
|
voice = qname_parts[0]
|
|
trait_num = qname_parts[-1].split('_')[-1]
|
|
|
|
QIDs_map[qid] = f"SS_Orange_Red__{voice}__Choice_{trait_num}"
|
|
|
|
choices_map[f"SS_Orange_Red__{voice}__Choice_{trait_num}"] = cfg['Choices'][trait_num]['Display']
|
|
|
|
return self._get_subset(q, list(QIDs_map.keys()), rename_cols=False).rename(QIDs_map), choices_map
|
|
|
|
|
|
def get_character_refine(self, q: pl.LazyFrame) -> Union[pl.LazyFrame, None]:
|
|
"""Extract columns containing the character refine feedback for the Chase virtual assistant.
|
|
|
|
Returns subquery that can be chained with other polars queries.
|
|
"""
|
|
QIDs = ['QID44', 'QID97', 'QID95', 'QID96']
|
|
|
|
return self._get_subset(q, QIDs, rename_cols=True), None
|
|
|
|
def transform_character_trait_frequency(
|
|
self,
|
|
char_df: pl.LazyFrame | pl.DataFrame,
|
|
character_column: str,
|
|
) -> tuple[pl.DataFrame, dict | None]:
|
|
"""Transform character refine data to trait frequency counts for a single character.
|
|
|
|
Original use-case: "I need a bar plot that shows the frequency of the times
|
|
each trait is chosen per brand character."
|
|
|
|
This function takes a DataFrame with comma-separated trait selections per
|
|
character, explodes traits, and counts their frequency for a single character.
|
|
|
|
Args:
|
|
char_df: Pre-fetched data
|
|
Expected columns: '_recordId', '<character_column>' (with comma-separated traits)
|
|
character_column: Name of the character column to analyze (e.g., 'Bank Teller')
|
|
|
|
Returns:
|
|
tuple: (DataFrame with columns ['trait', 'count', 'is_original'], None)
|
|
- 'trait': individual trait name
|
|
- 'count': frequency count
|
|
- 'is_original': boolean indicating if trait is in the original definition
|
|
"""
|
|
from reference import ORIGINAL_CHARACTER_TRAITS
|
|
|
|
if isinstance(char_df, pl.LazyFrame):
|
|
char_df = char_df.collect()
|
|
|
|
# Map display names to reference keys
|
|
character_key_map = {
|
|
'Bank Teller': 'the_bank_teller',
|
|
'Familiar Friend': 'the_familiar_friend',
|
|
'The Coach': 'the_coach',
|
|
'Personal Assistant': 'the_personal_assistant',
|
|
}
|
|
|
|
# Get original traits for this character
|
|
ref_key = character_key_map.get(character_column)
|
|
original_traits = set(ORIGINAL_CHARACTER_TRAITS.get(ref_key, []))
|
|
|
|
# Filter to rows where this character has a value (not null)
|
|
char_data = char_df.filter(pl.col(character_column).is_not_null())
|
|
|
|
# Split comma-separated traits and explode
|
|
exploded = (
|
|
char_data
|
|
.select(
|
|
pl.col(character_column)
|
|
.str.split(',')
|
|
.alias('traits')
|
|
)
|
|
.explode('traits')
|
|
.with_columns(
|
|
pl.col('traits').str.strip_chars().alias('trait')
|
|
)
|
|
.filter(pl.col('trait') != '')
|
|
)
|
|
|
|
# Count trait frequencies
|
|
freq_df = (
|
|
exploded
|
|
.group_by('trait')
|
|
.agg(pl.len().alias('count'))
|
|
.sort('count', descending=True)
|
|
)
|
|
|
|
# Add is_original flag
|
|
freq_df = freq_df.with_columns(
|
|
pl.col('trait').is_in(list(original_traits)).alias('is_original')
|
|
)
|
|
|
|
return freq_df, None
|
|
|
|
def compute_pairwise_significance(
|
|
self,
|
|
data: pl.LazyFrame | pl.DataFrame,
|
|
test_type: str = "auto",
|
|
alpha: float = 0.05,
|
|
correction: str = "bonferroni",
|
|
) -> tuple[pl.DataFrame, dict]:
|
|
"""Compute pairwise statistical significance tests between columns.
|
|
|
|
Original use-case: "I need to test for statistical significance and present
|
|
this in a logical manner. It should be a generalized function to work on
|
|
many dataframes."
|
|
|
|
This function performs pairwise statistical tests between all numeric columns
|
|
(excluding '_recordId') to determine which groups differ significantly.
|
|
|
|
Args:
|
|
data: Pre-fetched data with numeric columns to compare.
|
|
Expected format: rows are observations, columns are groups/categories.
|
|
Example: Voice_Scale_1_10__V14, Voice_Scale_1_10__V04, etc.
|
|
test_type: Statistical test to use:
|
|
- "auto": Automatically chooses based on data (default)
|
|
- "mannwhitney": Mann-Whitney U test (non-parametric, for continuous)
|
|
- "ttest": Independent samples t-test (parametric, for continuous)
|
|
- "chi2": Chi-square test (for count/frequency data)
|
|
alpha: Significance level (default 0.05)
|
|
correction: Multiple comparison correction method:
|
|
- "bonferroni": Bonferroni correction (conservative)
|
|
- "holm": Holm-Bonferroni (less conservative)
|
|
- "none": No correction
|
|
|
|
Returns:
|
|
tuple: (pairwise_df, metadata)
|
|
- pairwise_df: DataFrame with columns ['group1', 'group2', 'p_value',
|
|
'p_adjusted', 'significant', 'effect_size', 'mean1', 'mean2', 'n1', 'n2']
|
|
- metadata: dict with 'test_type', 'alpha', 'correction', 'n_comparisons',
|
|
'overall_test_stat', 'overall_p_value'
|
|
"""
|
|
from scipy import stats as scipy_stats
|
|
import numpy as np
|
|
|
|
if isinstance(data, pl.LazyFrame):
|
|
df = data.collect()
|
|
else:
|
|
df = data
|
|
|
|
# Get numeric columns (exclude _recordId and other non-data columns)
|
|
value_cols = [c for c in df.columns if c != '_recordId' and df[c].dtype in [pl.Float64, pl.Float32, pl.Int64, pl.Int32]]
|
|
|
|
if len(value_cols) < 2:
|
|
raise ValueError(f"Need at least 2 numeric columns for comparison, found {len(value_cols)}")
|
|
|
|
# Auto-detect test type based on data characteristics
|
|
if test_type == "auto":
|
|
# Check if data looks like counts (integers, small range) vs continuous
|
|
sample_col = df[value_cols[0]].drop_nulls()
|
|
if len(sample_col) > 0:
|
|
is_integer = sample_col.dtype in [pl.Int64, pl.Int32]
|
|
unique_ratio = sample_col.n_unique() / len(sample_col)
|
|
if is_integer and unique_ratio < 0.1:
|
|
test_type = "chi2"
|
|
else:
|
|
test_type = "mannwhitney" # Default to non-parametric
|
|
else:
|
|
test_type = "mannwhitney"
|
|
|
|
# Extract data as lists (dropping nulls for each column)
|
|
group_data = {}
|
|
for col in value_cols:
|
|
group_data[col] = df[col].drop_nulls().to_numpy()
|
|
|
|
# Compute overall test (Kruskal-Wallis for non-parametric, ANOVA for parametric)
|
|
all_groups = [group_data[col] for col in value_cols if len(group_data[col]) > 0]
|
|
if test_type in ["mannwhitney", "auto"]:
|
|
overall_stat, overall_p = scipy_stats.kruskal(*all_groups)
|
|
overall_test_name = "Kruskal-Wallis"
|
|
elif test_type == "ttest":
|
|
overall_stat, overall_p = scipy_stats.f_oneway(*all_groups)
|
|
overall_test_name = "One-way ANOVA"
|
|
else:
|
|
overall_stat, overall_p = None, None
|
|
overall_test_name = "N/A (Chi-square)"
|
|
|
|
# Compute pairwise tests
|
|
results = []
|
|
n_comparisons = len(value_cols) * (len(value_cols) - 1) // 2
|
|
|
|
for i, col1 in enumerate(value_cols):
|
|
for col2 in value_cols[i+1:]:
|
|
data1 = group_data[col1]
|
|
data2 = group_data[col2]
|
|
|
|
n1, n2 = len(data1), len(data2)
|
|
mean1 = float(np.mean(data1)) if n1 > 0 else None
|
|
mean2 = float(np.mean(data2)) if n2 > 0 else None
|
|
|
|
# Skip if either group has no data
|
|
if n1 == 0 or n2 == 0:
|
|
results.append({
|
|
'group1': self._clean_voice_label(col1),
|
|
'group2': self._clean_voice_label(col2),
|
|
'p_value': None,
|
|
'effect_size': None,
|
|
'mean1': mean1,
|
|
'mean2': mean2,
|
|
'n1': n1,
|
|
'n2': n2,
|
|
})
|
|
continue
|
|
|
|
# Perform the appropriate test
|
|
if test_type == "mannwhitney":
|
|
stat, p_value = scipy_stats.mannwhitneyu(data1, data2, alternative='two-sided')
|
|
# Effect size: rank-biserial correlation
|
|
effect_size = 1 - (2 * stat) / (n1 * n2)
|
|
elif test_type == "ttest":
|
|
stat, p_value = scipy_stats.ttest_ind(data1, data2)
|
|
# Effect size: Cohen's d
|
|
pooled_std = np.sqrt(((n1-1)*np.std(data1)**2 + (n2-1)*np.std(data2)**2) / (n1+n2-2))
|
|
effect_size = (mean1 - mean2) / pooled_std if pooled_std > 0 else 0
|
|
elif test_type == "chi2":
|
|
# Create contingency table from the two distributions
|
|
# Bin the data for chi-square
|
|
all_data = np.concatenate([data1, data2])
|
|
bins = np.histogram_bin_edges(all_data, bins='auto')
|
|
counts1, _ = np.histogram(data1, bins=bins)
|
|
counts2, _ = np.histogram(data2, bins=bins)
|
|
contingency = np.array([counts1, counts2])
|
|
# Remove zero columns
|
|
contingency = contingency[:, contingency.sum(axis=0) > 0]
|
|
if contingency.shape[1] > 1:
|
|
stat, p_value, _, _ = scipy_stats.chi2_contingency(contingency)
|
|
effect_size = np.sqrt(stat / (contingency.sum() * (min(contingency.shape) - 1)))
|
|
else:
|
|
p_value, effect_size = 1.0, 0.0
|
|
else:
|
|
raise ValueError(f"Unknown test_type: {test_type}")
|
|
|
|
results.append({
|
|
'group1': self._clean_voice_label(col1),
|
|
'group2': self._clean_voice_label(col2),
|
|
'p_value': float(p_value),
|
|
'effect_size': float(effect_size),
|
|
'mean1': mean1,
|
|
'mean2': mean2,
|
|
'n1': n1,
|
|
'n2': n2,
|
|
})
|
|
|
|
# Create DataFrame and apply multiple comparison correction
|
|
results_df = pl.DataFrame(results)
|
|
|
|
# Apply correction
|
|
p_values = results_df['p_value'].to_numpy()
|
|
valid_mask = ~np.isnan(p_values.astype(float))
|
|
p_adjusted = np.full_like(p_values, np.nan, dtype=float)
|
|
|
|
if correction == "bonferroni":
|
|
p_adjusted[valid_mask] = np.minimum(p_values[valid_mask] * n_comparisons, 1.0)
|
|
elif correction == "holm":
|
|
# Holm-Bonferroni step-down procedure
|
|
valid_p = p_values[valid_mask]
|
|
sorted_idx = np.argsort(valid_p)
|
|
sorted_p = valid_p[sorted_idx]
|
|
m = len(sorted_p)
|
|
adjusted = np.zeros(m)
|
|
for j in range(m):
|
|
adjusted[j] = sorted_p[j] * (m - j)
|
|
# Ensure monotonicity
|
|
for j in range(1, m):
|
|
adjusted[j] = max(adjusted[j], adjusted[j-1])
|
|
adjusted = np.minimum(adjusted, 1.0)
|
|
# Restore original order
|
|
p_adjusted[valid_mask] = adjusted[np.argsort(sorted_idx)]
|
|
elif correction == "none":
|
|
p_adjusted = p_values.astype(float)
|
|
|
|
results_df = results_df.with_columns([
|
|
pl.Series('p_adjusted', p_adjusted),
|
|
pl.Series('significant', p_adjusted < alpha),
|
|
])
|
|
|
|
metadata = {
|
|
'test_type': test_type,
|
|
'alpha': alpha,
|
|
'correction': correction,
|
|
'n_comparisons': n_comparisons,
|
|
'overall_test': overall_test_name,
|
|
'overall_stat': overall_stat,
|
|
'overall_p_value': overall_p,
|
|
}
|
|
|
|
return results_df, metadata
|
|
|
|
def compute_ranking_significance(
|
|
self,
|
|
data: pl.LazyFrame | pl.DataFrame,
|
|
alpha: float = 0.05,
|
|
correction: str = "bonferroni",
|
|
) -> tuple[pl.DataFrame, dict]:
|
|
"""Compute statistical significance for ranking data (e.g., Top 3 Voices).
|
|
|
|
Original use-case: "Test whether voices are ranked significantly differently
|
|
based on the distribution of 1st, 2nd, 3rd place votes."
|
|
|
|
This function takes raw ranking data (rows = respondents, columns = voices,
|
|
values = rank 1/2/3 or null) and performs:
|
|
1. Overall chi-square test on the full contingency table
|
|
2. Pairwise proportion tests comparing Rank 1 vote shares
|
|
|
|
Args:
|
|
data: Pre-fetched ranking data from get_top_3_voices() or get_character_ranking().
|
|
Expected format: rows are respondents, columns are voices/characters,
|
|
values are 1, 2, 3 (rank) or null (not ranked).
|
|
alpha: Significance level (default 0.05)
|
|
correction: Multiple comparison correction method:
|
|
- "bonferroni": Bonferroni correction (conservative)
|
|
- "holm": Holm-Bonferroni (less conservative)
|
|
- "none": No correction
|
|
|
|
Returns:
|
|
tuple: (pairwise_df, metadata)
|
|
- pairwise_df: DataFrame with columns ['group1', 'group2', 'p_value',
|
|
'p_adjusted', 'significant', 'rank1_count1', 'rank1_count2',
|
|
'rank1_pct1', 'rank1_pct2', 'total1', 'total2']
|
|
- metadata: dict with 'alpha', 'correction', 'n_comparisons',
|
|
'chi2_stat', 'chi2_p_value', 'contingency_table'
|
|
|
|
Example:
|
|
>>> ranking_data, _ = S.get_top_3_voices(data)
|
|
>>> pairwise_df, meta = S.compute_ranking_significance(ranking_data)
|
|
>>> # See which voices have significantly different Rank 1 proportions
|
|
>>> print(pairwise_df.filter(pl.col('significant') == True))
|
|
"""
|
|
from scipy import stats as scipy_stats
|
|
import numpy as np
|
|
|
|
if isinstance(data, pl.LazyFrame):
|
|
df = data.collect()
|
|
else:
|
|
df = data
|
|
|
|
# Get ranking columns (exclude _recordId)
|
|
ranking_cols = [c for c in df.columns if c != '_recordId']
|
|
|
|
if len(ranking_cols) < 2:
|
|
raise ValueError(f"Need at least 2 ranking columns, found {len(ranking_cols)}")
|
|
|
|
# Build contingency table: rows = ranks (1, 2, 3), columns = voices
|
|
# Count how many times each voice received each rank
|
|
contingency_data = {}
|
|
for col in ranking_cols:
|
|
label = self._clean_voice_label(col)
|
|
r1 = df.filter(pl.col(col) == 1).height
|
|
r2 = df.filter(pl.col(col) == 2).height
|
|
r3 = df.filter(pl.col(col) == 3).height
|
|
contingency_data[label] = [r1, r2, r3]
|
|
|
|
# Create contingency table as numpy array
|
|
labels = list(contingency_data.keys())
|
|
contingency_table = np.array([contingency_data[l] for l in labels]).T # 3 x n_voices
|
|
|
|
# Overall chi-square test on contingency table
|
|
# Tests whether rank distribution is independent of voice
|
|
chi2_stat, chi2_p, chi2_dof, _ = scipy_stats.chi2_contingency(contingency_table)
|
|
|
|
# Pairwise proportion tests for Rank 1 votes
|
|
# We use a two-proportion z-test to compare rank 1 proportions
|
|
results = []
|
|
n_comparisons = len(labels) * (len(labels) - 1) // 2
|
|
|
|
# Total respondents who ranked any voice in top 3
|
|
total_respondents = df.height
|
|
|
|
for i, label1 in enumerate(labels):
|
|
for label2 in labels[i+1:]:
|
|
r1_count1 = contingency_data[label1][0] # Rank 1 votes for voice 1
|
|
r1_count2 = contingency_data[label2][0] # Rank 1 votes for voice 2
|
|
|
|
# Total times each voice was ranked (1st + 2nd + 3rd)
|
|
total1 = sum(contingency_data[label1])
|
|
total2 = sum(contingency_data[label2])
|
|
|
|
# Calculate proportions of Rank 1 out of all rankings for each voice
|
|
pct1 = r1_count1 / total1 if total1 > 0 else 0
|
|
pct2 = r1_count2 / total2 if total2 > 0 else 0
|
|
|
|
# Two-proportion z-test
|
|
# H0: p1 = p2 (both voices have same proportion of Rank 1)
|
|
if total1 > 0 and total2 > 0 and (r1_count1 + r1_count2) > 0:
|
|
# Pooled proportion
|
|
p_pooled = (r1_count1 + r1_count2) / (total1 + total2)
|
|
|
|
# Standard error
|
|
se = np.sqrt(p_pooled * (1 - p_pooled) * (1/total1 + 1/total2))
|
|
|
|
if se > 0:
|
|
z_stat = (pct1 - pct2) / se
|
|
p_value = 2 * (1 - scipy_stats.norm.cdf(abs(z_stat))) # Two-tailed
|
|
else:
|
|
p_value = 1.0
|
|
else:
|
|
p_value = 1.0
|
|
|
|
results.append({
|
|
'group1': label1,
|
|
'group2': label2,
|
|
'p_value': float(p_value),
|
|
'rank1_count1': r1_count1,
|
|
'rank1_count2': r1_count2,
|
|
'rank1_pct1': round(pct1 * 100, 1),
|
|
'rank1_pct2': round(pct2 * 100, 1),
|
|
'total1': total1,
|
|
'total2': total2,
|
|
})
|
|
|
|
# Create DataFrame and apply correction
|
|
results_df = pl.DataFrame(results)
|
|
|
|
p_values = results_df['p_value'].to_numpy()
|
|
p_adjusted = np.full_like(p_values, np.nan, dtype=float)
|
|
|
|
if correction == "bonferroni":
|
|
p_adjusted = np.minimum(p_values * n_comparisons, 1.0)
|
|
elif correction == "holm":
|
|
sorted_idx = np.argsort(p_values)
|
|
sorted_p = p_values[sorted_idx]
|
|
m = len(sorted_p)
|
|
adjusted = np.zeros(m)
|
|
for j in range(m):
|
|
adjusted[j] = sorted_p[j] * (m - j)
|
|
for j in range(1, m):
|
|
adjusted[j] = max(adjusted[j], adjusted[j-1])
|
|
adjusted = np.minimum(adjusted, 1.0)
|
|
p_adjusted = adjusted[np.argsort(sorted_idx)]
|
|
elif correction == "none":
|
|
p_adjusted = p_values.astype(float)
|
|
|
|
results_df = results_df.with_columns([
|
|
pl.Series('p_adjusted', p_adjusted),
|
|
pl.Series('significant', p_adjusted < alpha),
|
|
])
|
|
|
|
# Sort by p_value for easier inspection
|
|
results_df = results_df.sort('p_value')
|
|
|
|
metadata = {
|
|
'test_type': 'proportion_z_test',
|
|
'alpha': alpha,
|
|
'correction': correction,
|
|
'n_comparisons': n_comparisons,
|
|
'chi2_stat': chi2_stat,
|
|
'chi2_p_value': chi2_p,
|
|
'chi2_dof': chi2_dof,
|
|
'overall_test': 'Chi-square',
|
|
'overall_stat': chi2_stat,
|
|
'overall_p_value': chi2_p,
|
|
'contingency_table': {label: contingency_data[label] for label in labels},
|
|
}
|
|
|
|
return results_df, metadata
|
|
|
|
|
|
def process_speaking_style_data(
|
|
df: Union[pl.LazyFrame, pl.DataFrame],
|
|
trait_map: dict[str, str]
|
|
) -> pl.DataFrame:
|
|
"""
|
|
Process speaking style columns from wide to long format and map trait descriptions.
|
|
|
|
Parses columns with format: SS_{StyleGroup}__{Voice}__{ChoiceID}
|
|
Example: SS_Orange_Red__V14__Choice_1
|
|
|
|
Parameters
|
|
----------
|
|
df : pl.LazyFrame or pl.DataFrame
|
|
Input dataframe containing SS_* columns.
|
|
trait_map : dict
|
|
Dictionary mapping column names to trait descriptions.
|
|
Keys should be full column names like "SS_Orange_Red__V14__Choice_1".
|
|
|
|
Returns
|
|
-------
|
|
pl.DataFrame
|
|
Long-format dataframe with columns:
|
|
_recordId, Voice, Style_Group, Choice_ID, Description, Score, Left_Anchor, Right_Anchor
|
|
"""
|
|
# Normalize input to LazyFrame
|
|
lf = df.lazy() if isinstance(df, pl.DataFrame) else df
|
|
|
|
# 1. Melt SS_ columns
|
|
melted = lf.melt(
|
|
id_vars=["_recordId"],
|
|
value_vars=pl.col("^SS_.*$"),
|
|
variable_name="full_col_name",
|
|
value_name="score"
|
|
)
|
|
|
|
# 2. Extract components from column name
|
|
# Regex captures: Style_Group (e.g. SS_Orange_Red), Voice (e.g. V14), Choice_ID (e.g. Choice_1)
|
|
pattern = r"^(?P<Style_Group>SS_.+?)__(?P<Voice>.+?)__(?P<Choice_ID>Choice_\d+)$"
|
|
|
|
processed = melted.with_columns(
|
|
pl.col("full_col_name").str.extract_groups(pattern)
|
|
).unnest("full_col_name")
|
|
|
|
# 3. Create Mapping Lookup from the provided dictionary
|
|
# We map (Style_Group, Choice_ID) -> Description
|
|
mapping_data = []
|
|
seen = set()
|
|
|
|
for col_name, desc in trait_map.items():
|
|
match = re.match(pattern, col_name)
|
|
if match:
|
|
groups = match.groupdict()
|
|
key = (groups["Style_Group"], groups["Choice_ID"])
|
|
|
|
if key not in seen:
|
|
# Parse description into anchors if possible (Left : Right)
|
|
parts = desc.split(':')
|
|
left_anchor = parts[0].strip() if len(parts) > 0 else ""
|
|
right_anchor = parts[1].strip() if len(parts) > 1 else ""
|
|
|
|
mapping_data.append({
|
|
"Style_Group": groups["Style_Group"],
|
|
"Choice_ID": groups["Choice_ID"],
|
|
"Description": desc,
|
|
"Left_Anchor": left_anchor,
|
|
"Right_Anchor": right_anchor
|
|
})
|
|
seen.add(key)
|
|
|
|
if not mapping_data:
|
|
return processed.collect()
|
|
|
|
mapping_lf = pl.LazyFrame(mapping_data)
|
|
|
|
# 4. Join Data with Mapping
|
|
result = processed.join(
|
|
mapping_lf,
|
|
on=["Style_Group", "Choice_ID"],
|
|
how="left"
|
|
)
|
|
|
|
# 5. Cast score to Int
|
|
result = result.with_columns(
|
|
pl.col("score").cast(pl.Int64, strict=False)
|
|
)
|
|
|
|
return result.collect()
|
|
|
|
|
|
|
|
|
|
|
|
|
|
def process_voice_scale_data(
|
|
df: Union[pl.LazyFrame, pl.DataFrame]
|
|
) -> pl.DataFrame:
|
|
"""
|
|
Process Voice Scale columns from wide to long format.
|
|
|
|
Parses columns with format: Voice_Scale_1_10__V{Voice}
|
|
Example: Voice_Scale_1_10__V14
|
|
|
|
Returns
|
|
-------
|
|
pl.DataFrame
|
|
Long-format dataframe with columns:
|
|
_recordId, Voice, Voice_Scale_Score
|
|
"""
|
|
lf = df.lazy() if isinstance(df, pl.DataFrame) else df
|
|
|
|
# Melt
|
|
melted = lf.melt(
|
|
id_vars=["_recordId"],
|
|
value_vars=pl.col("^Voice_Scale_1_10__V.*$"),
|
|
variable_name="full_col_name",
|
|
value_name="Voice_Scale_Score"
|
|
)
|
|
|
|
# Extract Voice
|
|
processed = melted.with_columns(
|
|
pl.col("full_col_name").str.extract(r"V(\d+)", 1).alias("Voice_Num")
|
|
).with_columns(
|
|
("V" + pl.col("Voice_Num")).alias("Voice")
|
|
)
|
|
|
|
# Keep Score as Float (original data is f64)
|
|
result = processed.select([
|
|
"_recordId",
|
|
"Voice",
|
|
pl.col("Voice_Scale_Score").cast(pl.Float64, strict=False)
|
|
])
|
|
|
|
return result.collect()
|
|
|
|
def join_voice_and_style_data(
|
|
processed_style_data: pl.DataFrame,
|
|
processed_voice_data: pl.DataFrame
|
|
) -> pl.DataFrame:
|
|
"""
|
|
Joins processed Speaking Style data with Voice Scale 1-10 data.
|
|
|
|
Parameters
|
|
----------
|
|
processed_style_data : pl.DataFrame
|
|
Result of process_speaking_style_data
|
|
processed_voice_data : pl.DataFrame
|
|
Result of process_voice_scale_data
|
|
|
|
Returns
|
|
-------
|
|
pl.DataFrame
|
|
Merged dataframe with columns from both, joined on _recordId and Voice.
|
|
"""
|
|
|
|
return processed_style_data.join(
|
|
processed_voice_data,
|
|
on=["_recordId", "Voice"],
|
|
how="inner"
|
|
)
|
|
|
|
def process_voice_ranking_data(
|
|
df: Union[pl.LazyFrame, pl.DataFrame]
|
|
) -> pl.DataFrame:
|
|
"""
|
|
Process Voice Ranking columns from wide to long format and convert ranks to points.
|
|
|
|
Parses columns with format: Top_3_Voices_ranking__V{Voice}
|
|
Converts ranks to points: 1st place = 3 pts, 2nd place = 2 pts, 3rd place = 1 pt
|
|
|
|
Returns
|
|
-------
|
|
pl.DataFrame
|
|
Long-format dataframe with columns:
|
|
_recordId, Voice, Ranking_Points
|
|
"""
|
|
lf = df.lazy() if isinstance(df, pl.DataFrame) else df
|
|
|
|
# Melt
|
|
melted = lf.melt(
|
|
id_vars=["_recordId"],
|
|
value_vars=pl.col("^Top_3_Voices_ranking__V.*$"),
|
|
variable_name="full_col_name",
|
|
value_name="rank"
|
|
)
|
|
|
|
# Extract Voice
|
|
processed = melted.with_columns(
|
|
pl.col("full_col_name").str.extract(r"V(\d+)", 1).alias("Voice_Num")
|
|
).with_columns(
|
|
("V" + pl.col("Voice_Num")).alias("Voice")
|
|
)
|
|
|
|
# Convert rank to points: 1st=3, 2nd=2, 3rd=1, null=0 (not ranked)
|
|
# Rank values are 1, 2, 3 for position in top 3
|
|
result = processed.with_columns(
|
|
pl.when(pl.col("rank") == 1).then(3)
|
|
.when(pl.col("rank") == 2).then(2)
|
|
.when(pl.col("rank") == 3).then(1)
|
|
.otherwise(0)
|
|
.alias("Ranking_Points")
|
|
).select([
|
|
"_recordId",
|
|
"Voice",
|
|
"Ranking_Points"
|
|
])
|
|
|
|
return result.collect()
|
|
|
|
|
|
def split_consumer_groups(df: Union[pl.LazyFrame, pl.DataFrame], col: str = "Consumer") -> dict[str, pl.DataFrame]:
|
|
"""
|
|
Split dataframe into groups based on a column.
|
|
|
|
If col is 'Consumer', it combines A/B subgroups (e.g. Mass_A + Mass_B -> Mass).
|
|
For other columns, it splits by unique values as-is.
|
|
"""
|
|
if isinstance(df, pl.LazyFrame):
|
|
df = df.collect()
|
|
|
|
if col not in df.columns:
|
|
raise ValueError(f"Column '{col}' not found in DataFrame")
|
|
|
|
group_col_alias = f"{col}_Group"
|
|
|
|
if col == "Consumer":
|
|
# Clean Consumer column by removing _A or _B suffix
|
|
# Using regex replacement for trailing _A or _B
|
|
df_clean = df.with_columns(
|
|
pl.col(col)
|
|
.str.replace(r"_[AB]$", "")
|
|
.alias(group_col_alias)
|
|
)
|
|
else:
|
|
# Use values as is
|
|
df_clean = df.with_columns(
|
|
pl.col(col).alias(group_col_alias)
|
|
)
|
|
|
|
# Split into dict
|
|
groups = {}
|
|
unique_groups = df_clean[group_col_alias].drop_nulls().unique().to_list()
|
|
|
|
for group in unique_groups:
|
|
groups[group] = df_clean.filter(pl.col(group_col_alias) == group)
|
|
|
|
return groups
|