331 lines
14 KiB
Python
331 lines
14 KiB
Python
import numpy as np
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import pandas as pd
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from typing import Callable, List, Union
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from scipy.sparse import csr_matrix
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from scipy.cluster import hierarchy as sch
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from sklearn.metrics.pairwise import cosine_similarity
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from bertopic._utils import select_topic_representation
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import plotly.graph_objects as go
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import plotly.figure_factory as ff
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from bertopic._utils import validate_distance_matrix
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def visualize_hierarchy(
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topic_model,
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orientation: str = "left",
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topics: List[int] = None,
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top_n_topics: int = None,
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use_ctfidf: bool = True,
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custom_labels: Union[bool, str] = False,
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title: str = "<b>Hierarchical Clustering</b>",
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width: int = 1000,
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height: int = 600,
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hierarchical_topics: pd.DataFrame = None,
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linkage_function: Callable[[csr_matrix], np.ndarray] = None,
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distance_function: Callable[[csr_matrix], csr_matrix] = None,
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color_threshold: int = 1,
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) -> go.Figure:
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"""Visualize a hierarchical structure of the topics.
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A ward linkage function is used to perform the
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hierarchical clustering based on the cosine distance
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matrix between topic embeddings (either c-TF-IDF or the embeddings from the embedding model).
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Arguments:
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topic_model: A fitted BERTopic instance.
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orientation: The orientation of the figure.
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Either 'left' or 'bottom'
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topics: A selection of topics to visualize
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top_n_topics: Only select the top n most frequent topics
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use_ctfidf: Whether to calculate distances between topics based on c-TF-IDF embeddings. If False, the embeddings
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from the embedding model are used.
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custom_labels: If bool, whether to use custom topic labels that were defined using
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`topic_model.set_topic_labels`.
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If `str`, it uses labels from other aspects, e.g., "Aspect1".
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NOTE: Custom labels are only generated for the original
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un-merged topics.
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title: Title of the plot.
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width: The width of the figure. Only works if orientation is set to 'left'
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height: The height of the figure. Only works if orientation is set to 'bottom'
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hierarchical_topics: A dataframe that contains a hierarchy of topics
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represented by their parents and their children.
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NOTE: The hierarchical topic names are only visualized
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if both `topics` and `top_n_topics` are not set.
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linkage_function: The linkage function to use. Default is:
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`lambda x: sch.linkage(x, 'ward', optimal_ordering=True)`
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NOTE: Make sure to use the same `linkage_function` as used
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in `topic_model.hierarchical_topics`.
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distance_function: The distance function to use on the c-TF-IDF matrix. Default is:
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`lambda x: 1 - cosine_similarity(x)`.
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You can pass any function that returns either a square matrix of
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shape (n_samples, n_samples) with zeros on the diagonal and
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non-negative values or condensed distance matrix of shape
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(n_samples * (n_samples - 1) / 2,) containing the upper
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triangular of the distance matrix.
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NOTE: Make sure to use the same `distance_function` as used
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in `topic_model.hierarchical_topics`.
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color_threshold: Value at which the separation of clusters will be made which
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will result in different colors for different clusters.
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A higher value will typically lead in less colored clusters.
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Returns:
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fig: A plotly figure
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Examples:
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To visualize the hierarchical structure of
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topics simply run:
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```python
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topic_model.visualize_hierarchy()
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```
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If you also want the labels visualized of hierarchical topics,
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run the following:
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```python
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# Extract hierarchical topics and their representations
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hierarchical_topics = topic_model.hierarchical_topics(docs)
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# Visualize these representations
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topic_model.visualize_hierarchy(hierarchical_topics=hierarchical_topics)
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```
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If you want to save the resulting figure:
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```python
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fig = topic_model.visualize_hierarchy()
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fig.write_html("path/to/file.html")
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```
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<iframe src="../../getting_started/visualization/hierarchy.html"
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style="width:1000px; height: 680px; border: 0px;""></iframe>
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"""
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if distance_function is None:
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distance_function = lambda x: 1 - cosine_similarity(x)
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if linkage_function is None:
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linkage_function = lambda x: sch.linkage(x, "ward", optimal_ordering=True)
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# Select topics based on top_n and topics args
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freq_df = topic_model.get_topic_freq()
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freq_df = freq_df.loc[freq_df.Topic != -1, :]
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if topics is not None:
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topics = list(topics)
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elif top_n_topics is not None:
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topics = sorted(freq_df.Topic.to_list()[:top_n_topics])
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else:
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topics = sorted(freq_df.Topic.to_list())
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# Select embeddings
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all_topics = sorted(list(topic_model.get_topics().keys()))
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indices = np.array([all_topics.index(topic) for topic in topics])
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# Select topic embeddings
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embeddings = select_topic_representation(topic_model.c_tf_idf_, topic_model.topic_embeddings_, use_ctfidf)[0][
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indices
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]
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# Annotations
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if hierarchical_topics is not None and len(topics) == len(freq_df.Topic.to_list()):
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annotations = _get_annotations(
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topic_model=topic_model,
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hierarchical_topics=hierarchical_topics,
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embeddings=embeddings,
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distance_function=distance_function,
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linkage_function=linkage_function,
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orientation=orientation,
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custom_labels=custom_labels,
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)
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else:
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annotations = None
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# wrap distance function to validate input and return a condensed distance matrix
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distance_function_viz = lambda x: validate_distance_matrix(distance_function(x), embeddings.shape[0])
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# Create dendogram
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fig = ff.create_dendrogram(
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embeddings,
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orientation=orientation,
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distfun=distance_function_viz,
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linkagefun=linkage_function,
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hovertext=annotations,
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color_threshold=color_threshold,
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)
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# Create nicer labels
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axis = "yaxis" if orientation == "left" else "xaxis"
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if isinstance(custom_labels, str):
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new_labels = [
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[[str(x), None]] + topic_model.topic_aspects_[custom_labels][x] for x in fig.layout[axis]["ticktext"]
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]
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new_labels = ["_".join([label[0] for label in labels[:4]]) for labels in new_labels]
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new_labels = [label if len(label) < 30 else label[:27] + "..." for label in new_labels]
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elif topic_model.custom_labels_ is not None and custom_labels:
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new_labels = [
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topic_model.custom_labels_[topics[int(x)] + topic_model._outliers] for x in fig.layout[axis]["ticktext"]
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]
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else:
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new_labels = [
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[[str(topics[int(x)]), None]] + topic_model.get_topic(topics[int(x)]) for x in fig.layout[axis]["ticktext"]
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]
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new_labels = ["_".join([label[0] for label in labels[:4]]) for labels in new_labels]
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new_labels = [label if len(label) < 30 else label[:27] + "..." for label in new_labels]
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# Stylize layout
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fig.update_layout(
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plot_bgcolor="#ECEFF1",
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template="plotly_white",
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title={
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"text": f"{title}",
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"x": 0.5,
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"xanchor": "center",
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"yanchor": "top",
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"font": dict(size=22, color="Black"),
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},
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hoverlabel=dict(bgcolor="white", font_size=16, font_family="Rockwell"),
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)
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# Stylize orientation
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if orientation == "left":
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fig.update_layout(
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height=200 + (15 * len(topics)),
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width=width,
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yaxis=dict(tickmode="array", ticktext=new_labels),
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)
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# Fix empty space on the bottom of the graph
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y_max = max([trace["y"].max() + 5 for trace in fig["data"]])
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y_min = min([trace["y"].min() - 5 for trace in fig["data"]])
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fig.update_layout(yaxis=dict(range=[y_min, y_max]))
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else:
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fig.update_layout(
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width=200 + (15 * len(topics)),
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height=height,
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xaxis=dict(tickmode="array", ticktext=new_labels),
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)
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if hierarchical_topics is not None:
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for index in [0, 3]:
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axis = "x" if orientation == "left" else "y"
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xs = [data["x"][index] for data in fig.data if (data["text"] and data[axis][index] > 0)]
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ys = [data["y"][index] for data in fig.data if (data["text"] and data[axis][index] > 0)]
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hovertext = [data["text"][index] for data in fig.data if (data["text"] and data[axis][index] > 0)]
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fig.add_trace(
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go.Scatter(
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x=xs,
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y=ys,
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marker_color="black",
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hovertext=hovertext,
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hoverinfo="text",
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mode="markers",
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showlegend=False,
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)
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)
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return fig
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def _get_annotations(
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topic_model,
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hierarchical_topics: pd.DataFrame,
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embeddings: csr_matrix,
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linkage_function: Callable[[csr_matrix], np.ndarray],
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distance_function: Callable[[csr_matrix], csr_matrix],
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orientation: str,
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custom_labels: bool = False,
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) -> List[List[str]]:
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"""Get annotations by replicating linkage function calculation in scipy.
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Arguments:
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topic_model: A fitted BERTopic instance.
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hierarchical_topics: A dataframe that contains a hierarchy of topics
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represented by their parents and their children.
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NOTE: The hierarchical topic names are only visualized
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if both `topics` and `top_n_topics` are not set.
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embeddings: The c-TF-IDF matrix on which to model the hierarchy
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linkage_function: The linkage function to use. Default is:
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`lambda x: sch.linkage(x, 'ward', optimal_ordering=True)`
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NOTE: Make sure to use the same `linkage_function` as used
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in `topic_model.hierarchical_topics`.
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distance_function: The distance function to use on the c-TF-IDF matrix. Default is:
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`lambda x: 1 - cosine_similarity(x)`.
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You can pass any function that returns either a square matrix of
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shape (n_samples, n_samples) with zeros on the diagonal and
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non-negative values or condensed distance matrix of shape
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(n_samples * (n_samples - 1) / 2,) containing the upper
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triangular of the distance matrix.
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NOTE: Make sure to use the same `distance_function` as used
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in `topic_model.hierarchical_topics`.
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orientation: The orientation of the figure.
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Either 'left' or 'bottom'
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custom_labels: Whether to use custom topic labels that were defined using
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`topic_model.set_topic_labels`.
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NOTE: Custom labels are only generated for the original
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un-merged topics.
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Returns:
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text_annotations: Annotations to be used within Plotly's `ff.create_dendogram`
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"""
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df = hierarchical_topics.loc[hierarchical_topics.Parent_Name != "Top", :]
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# Calculate distance
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X = distance_function(embeddings)
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X = validate_distance_matrix(X, embeddings.shape[0])
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# Calculate linkage and generate dendrogram
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Z = linkage_function(X)
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P = sch.dendrogram(Z, orientation=orientation, no_plot=True)
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# store topic no.(leaves) corresponding to the x-ticks in dendrogram
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x_ticks = np.arange(5, len(P["leaves"]) * 10 + 5, 10)
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x_topic = dict(zip(P["leaves"], x_ticks))
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topic_vals = dict()
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for key, val in x_topic.items():
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topic_vals[val] = [key]
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parent_topic = dict(zip(df.Parent_ID, df.Topics))
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# loop through every trace (scatter plot) in dendrogram
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text_annotations = []
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for index, trace in enumerate(P["icoord"]):
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fst_topic = topic_vals[trace[0]]
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scnd_topic = topic_vals[trace[2]]
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if len(fst_topic) == 1:
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if isinstance(custom_labels, str):
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fst_name = f"{fst_topic[0]}_" + "_".join(
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list(zip(*topic_model.topic_aspects_[custom_labels][fst_topic[0]]))[0][:3]
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)
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elif topic_model.custom_labels_ is not None and custom_labels:
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fst_name = topic_model.custom_labels_[fst_topic[0] + topic_model._outliers]
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else:
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fst_name = "_".join([word for word, _ in topic_model.get_topic(fst_topic[0])][:5])
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else:
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for key, value in parent_topic.items():
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if set(value) == set(fst_topic):
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fst_name = df.loc[df.Parent_ID == key, "Parent_Name"].values[0]
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if len(scnd_topic) == 1:
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if isinstance(custom_labels, str):
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scnd_name = f"{scnd_topic[0]}_" + "_".join(
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list(zip(*topic_model.topic_aspects_[custom_labels][scnd_topic[0]]))[0][:3]
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)
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elif topic_model.custom_labels_ is not None and custom_labels:
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scnd_name = topic_model.custom_labels_[scnd_topic[0] + topic_model._outliers]
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else:
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scnd_name = "_".join([word for word, _ in topic_model.get_topic(scnd_topic[0])][:5])
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else:
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for key, value in parent_topic.items():
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if set(value) == set(scnd_topic):
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scnd_name = df.loc[df.Parent_ID == key, "Parent_Name"].values[0]
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text_annotations.append([fst_name, "", "", scnd_name])
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center = (trace[0] + trace[2]) / 2
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topic_vals[center] = fst_topic + scnd_topic
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return text_annotations
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