Augment incorrect filtering to improve correctness

sourcecode/scoring/constants.py

@@ -200,19 +200,21 @@ def rater_factor_key(i):
 notHelpfulArgumentativeOrBiasedTagKey = "notHelpfulArgumentativeOrBiased"
 notHelpfulHardToUnderstandKey = "notHelpfulHardToUnderstand"
 notHelpfulNoteNotNeededKey = "notHelpfulNoteNotNeeded"
+notHelpfulSourcesMissingOrUnreliableTagKey = "notHelpfulSourcesMissingOrUnreliable"
+notHelpfulIrrelevantSourcesTagKey = "notHelpfulIrrelevantSources"
 
 notHelpfulTagsAndTieBreakOrder = [
   (0, notHelpfulOtherTagKey),
   (8, notHelpfulIncorrectTagKey),
-  (2, "notHelpfulSourcesMissingOrUnreliable"),
+  (2, notHelpfulSourcesMissingOrUnreliableTagKey),
   (4, "notHelpfulOpinionSpeculationOrBias"),
   (5, "notHelpfulMissingKeyPoints"),
   (12, "notHelpfulOutdated"),
   (10, notHelpfulHardToUnderstandKey),
   (7, notHelpfulArgumentativeOrBiasedTagKey),
   (9, "notHelpfulOffTopic"),
   (11, notHelpfulSpamHarassmentOrAbuseTagKey),
-  (1, "notHelpfulIrrelevantSources"),
+  (1, notHelpfulIrrelevantSourcesTagKey),
   (3, "notHelpfulOpinionSpeculation"),
   (6, notHelpfulNoteNotNeededKey),
 ]
@@ -235,12 +237,16 @@ def rater_factor_key(i):
 ]
 ratingWeightKey = "ratingWeight"
 
-incorrectFilterColumns = [
+wideIncorrectFilterSuffix = "_wide"
+_incorrectFilterColumns = [
   "notHelpfulIncorrect_interval",
   "p_incorrect_user_interval",
   "num_voters_interval",
   "tf_idf_incorrect_interval",
 ]
+incorrectFilterColumns = _incorrectFilterColumns + [
+  f"{col}{wideIncorrectFilterSuffix}" for col in _incorrectFilterColumns
+]
 
 misleadingTags = [
   "misleadingOther",

sourcecode/scoring/incorrect_filter.py

@@ -1,5 +1,7 @@
 """Utilites for tag based scoring logic."""
 
+from typing import List, Optional
+
 from . import constants as c
 
 import numpy as np
@@ -18,7 +20,7 @@ def _get_user_incorrect_ratio(nhTagRatings: pd.DataFrame) -> pd.DataFrame:
   """
 
   user_incorrect = (
-    nhTagRatings[[c.raterParticipantIdKey, "notHelpfulIncorrect"]]
+    nhTagRatings[[c.raterParticipantIdKey, c.notHelpfulIncorrectTagKey]]
     .groupby(c.raterParticipantIdKey)
     .agg("sum")
   )
@@ -34,7 +36,7 @@ def _get_user_incorrect_ratio(nhTagRatings: pd.DataFrame) -> pd.DataFrame:
 
 
 def _get_incorrect_tfidf_ratio(
-  augmented_ratings: pd.DataFrame, user_filter: bool, suffix: str
+  augmented_ratings: pd.DataFrame, user_filter: Optional[bool], suffix: str
 ) -> pd.DataFrame:
   """Computes empirical p(incorrect | note) / p(incorrect | raters over all notes) subject to rater-note inclusion function.
 
@@ -47,8 +49,10 @@ def _get_incorrect_tfidf_ratio(
     pd.DataFrame with one row for each note, with computed sum(tf_idf_incorrect) score for raters
     included in filter
   """
-
-  ratings_w_user_totals = augmented_ratings[user_filter]
+  if user_filter is not None:
+    ratings_w_user_totals = augmented_ratings[user_filter]
+  else:
+    ratings_w_user_totals = augmented_ratings
 
   note_nh_count = (
     ratings_w_user_totals[[c.raterParticipantIdKey, c.noteIdKey]]
@@ -73,7 +77,7 @@ def _get_incorrect_tfidf_ratio(
   rating_aggs = ratings_w_user_totals.groupby(c.noteIdKey).agg("sum").reset_index()
   rating_aggs_w_cnt = rating_aggs.merge(note_nh_count, on=c.noteIdKey)
 
-  rating_aggs_w_cnt["tf_idf_incorrect"] = (rating_aggs_w_cnt["notHelpfulIncorrect"]) / np.log(
+  rating_aggs_w_cnt["tf_idf_incorrect"] = (rating_aggs_w_cnt[c.notHelpfulIncorrectTagKey]) / np.log(
     1 + (rating_aggs_w_cnt["p_incorrect_user"])
   )  # p(incorrect over all rater ratings)
   rating_aggs_w_cnt.drop(["notHelpfulIncorrect_total", "cnt"], inplace=True, axis=1)
@@ -84,45 +88,70 @@ def _get_incorrect_tfidf_ratio(
 
 
 def get_incorrect_aggregates(
-  ratings: pd.DataFrame, noteParams: pd.DataFrame, raterParams: pd.DataFrame
+  ratingsOrig: pd.DataFrame,
+  noteParams: pd.DataFrame,
+  raterParams: pd.DataFrame,
+  applyFilter: bool = True,
+  extraCols: List[str] = [],
+  colSuffix: str = "",
 ) -> pd.DataFrame:
   """Computes non-helpful tag aggregates for each note.
 
   Args:
     ratings: initial input ratings DF containing all ratings
     noteParams: MF results for notes
     raterParams: MF results for raters
+    applyFilter: bool indicating whether to filter included ratings based on factor
+    extraCols: list of tags to include along with notHelpfulIncorrect
+    colSuffix: str which will be added to the end of each column other than noteId
 
   Returns:
     pd.DataFrame containing one row per note that was scored during MF.  Columns correspond to
     aggregates for the Not-Helpful tags, including raw totals, totals adjusted based on the
     distance between the rater and the note and ratios based on the adjusted weight totals.
   """
+  # augment notHelpfulIncorrect with any additional columns
+  ratings = ratingsOrig.copy()
+  if extraCols:
+    for column in extraCols:
+      assert column is not c.notHelpfulIncorrectTagKey
+      ratings[c.notHelpfulIncorrectTagKey] += ratings[column]
+    ratings[c.notHelpfulIncorrectTagKey] = (
+      ratings[c.notHelpfulIncorrectTagKey].clip(0, 1).astype(np.int64)
+    )
+
   # consider only ratings with some NH tag
   notHelpfulTaggedRatings = ratings.loc[ratings[c.notHelpfulTagsTSVOrder].sum(axis=1) > 0]
 
   # get per user incorrect term frequency
   user_totals = _get_user_incorrect_ratio(notHelpfulTaggedRatings)
   # add user and note factors
   ratings_w_user_totals = (
-    notHelpfulTaggedRatings[[c.raterParticipantIdKey, c.noteIdKey, "notHelpfulIncorrect"]]
+    notHelpfulTaggedRatings[[c.raterParticipantIdKey, c.noteIdKey, c.notHelpfulIncorrectTagKey]]
     .merge(user_totals, on=c.raterParticipantIdKey, suffixes=(None, "_total"))
     .merge(noteParams[[c.noteIdKey, c.internalNoteFactor1Key]], on=c.noteIdKey)
     .merge(
       raterParams[[c.raterParticipantIdKey, c.internalRaterFactor1Key]], on=c.raterParticipantIdKey
     )
   )
 
-  interval_filter = (
-    np.abs(
-      ratings_w_user_totals[c.internalRaterFactor1Key].clip(-0.4, 0.4)
-      - ratings_w_user_totals[c.internalNoteFactor1Key].clip(-0.4, 0.4)
+  interval_filter = None
+  if applyFilter:
+    interval_filter = (
+      np.abs(
+        ratings_w_user_totals[c.internalRaterFactor1Key].clip(-0.4, 0.4)
+        - ratings_w_user_totals[c.internalNoteFactor1Key].clip(-0.4, 0.4)
+      )
+      < c.intervalHalfWidth
     )
-    < c.intervalHalfWidth
-  )
 
   incorrectAggregates = _get_incorrect_tfidf_ratio(
     ratings_w_user_totals, interval_filter, "_interval"
   )
 
+  # apply column suffix
+  columns = incorrectAggregates.columns
+  cols = [f"{col}{colSuffix}" if col is not c.noteIdKey else col for col in columns]
+  incorrectAggregates.columns = cols
+
   return incorrectAggregates

sourcecode/scoring/mf_base_scorer.py

@@ -35,7 +35,6 @@ def __init__(
     crhThresholdLCBIntercept: float = 0.35,
     crhSuperThreshold: float = 0.5,
     inertiaDelta: float = 0.01,
-    weightedTotalVotes: float = 2.5,
     useStableInitialization: bool = True,
   ):
     """Configure MatrixFactorizationScorer object.
@@ -70,7 +69,6 @@ def __init__(
         repeated reason tags in not-helpful ratings to achieve CRH status.
       inertiaDelta: Minimum amount which a note that has achieve CRH status must drop below the
         applicable threshold to lose CRH status.
-      weightedTotalVotes: Minimum number of weighted incorrect votes required to lose CRH status.
       useStableInitialization: whether to use a specific modeling group of users to stably initialize
     """
     super().__init__(seed)
@@ -89,7 +87,6 @@ def __init__(
     self._crhThresholdLCBIntercept = crhThresholdLCBIntercept
     self._crhSuperThreshold = crhSuperThreshold
     self._inertiaDelta = inertiaDelta
-    self._weightedTotalVotes = weightedTotalVotes
     self._modelingGroupToInitializeForStability = 13 if useStableInitialization else None
     self._mfRanker = MatrixFactorization()
 
@@ -305,7 +302,6 @@ def _score_notes_and_users(
       crhThresholdLCBIntercept=self._crhThresholdLCBIntercept,
       crhSuperThreshold=self._crhSuperThreshold,
       inertiaDelta=self._inertiaDelta,
-      weightedTotalVotes=self._weightedTotalVotes,
     )
 
     # Determine "valid" ratings
@@ -378,7 +374,6 @@ def _score_notes_and_users(
       crhThresholdLCBIntercept=self._crhThresholdLCBIntercept,
       crhSuperThreshold=self._crhSuperThreshold,
       inertiaDelta=self._inertiaDelta,
-      weightedTotalVotes=self._weightedTotalVotes,
       finalRound=True,
     )
     # Takes raterParams from most recent MF run, but use the pre-computed

sourcecode/scoring/note_ratings.py

@@ -379,7 +379,6 @@ def compute_scored_notes(
   crhThresholdLCBIntercept: float,
   crhSuperThreshold: float,
   inertiaDelta: float,
-  weightedTotalVotes: float,
   finalRound: bool = False,
   # TODO: We might want to consider inputing only the series here, instead of the whole callable
   is_crh_function: Callable[..., pd.Series] = is_crh,
@@ -412,7 +411,6 @@ def compute_scored_notes(
         repeated reason tags in not-helpful ratings to achieve CRH status.
       inertiaDelta: Minimum amount which a note that has achieve CRH status must drop below the
         applicable threshold to lose CRH status.
-      weightedTotalVotes: Minimum number of weighted incorrect votes required to lose CRH status.
       finalRound: If true, enable additional status assignment logic which is only applied when
         determining final status.  Given that these mechanisms add complexity we don't apply them
         in earlier rounds.
@@ -485,6 +483,15 @@ def compute_scored_notes(
       ratings, noteParams, raterParams
     )
     noteStats = noteStats.merge(incorrectAggregates, on=c.noteIdKey, how="outer")
+    incorrectAggregatesWide = incorrect_filter.get_incorrect_aggregates(
+      ratings,
+      noteParams,
+      raterParams,
+      applyFilter=False,
+      extraCols=[c.notHelpfulSourcesMissingOrUnreliableTagKey, c.notHelpfulIrrelevantSourcesTagKey],
+      colSuffix=c.wideIncorrectFilterSuffix,
+    )
+    noteStats = noteStats.merge(incorrectAggregatesWide, on=c.noteIdKey, how="outer")
 
     # Add tag filtering and sticky scoring logic.
     rules.extend(
@@ -528,7 +535,24 @@ def compute_scored_notes(
           minRatingsNeeded,
         ),
         scoring_rules.FilterIncorrect(
-          RuleID.INCORRECT_OUTLIER, {RuleID.TAG_OUTLIER}, c.needsMoreRatings, weightedTotalVotes
+          RuleID.INCORRECT_OUTLIER,
+          {RuleID.TAG_OUTLIER},
+          c.needsMoreRatings,
+          tagThreshold=2,
+          voteThreshold=3,
+          weightedTotalVotes=2.5,
+          superThreshold=None,
+          colSuffix="",
+        ),
+        scoring_rules.FilterIncorrect(
+          RuleID.INCORRECT_OUTLIER_WIDE,
+          {RuleID.TAG_OUTLIER},
+          c.needsMoreRatings,
+          tagThreshold=4,
+          voteThreshold=5,
+          weightedTotalVotes=4.0,
+          superThreshold=0.5,
+          colSuffix=c.wideIncorrectFilterSuffix,
         ),
       ]
     )

sourcecode/scoring/scoring_rules.py

@@ -30,6 +30,7 @@ class RuleID(Enum):
   ELEVATED_CRH_INERTIA = RuleAndVersion("ElevatedCRHInertia", "1.0", False)
   LCB_INERTIA = RuleAndVersion("LcbCRHInertia", "1.0", False)
   INCORRECT_OUTLIER = RuleAndVersion("FilterIncorrect", "1.0", False)
+  INCORRECT_OUTLIER_WIDE = RuleAndVersion("FilterIncorrectWide", "1.0", False)
 
   # Rules used in _meta_score.
   META_INITIAL_NMR = RuleAndVersion("MetaInitialNMR", "1.0", False)
@@ -280,20 +281,32 @@ def __init__(
     ruleID: RuleID,
     dependencies: Set[RuleID],
     status: str,
-    weightedTotalVotes: float = 2.5,
+    tagThreshold: int,
+    voteThreshold: int,
+    weightedTotalVotes: float,
+    superThreshold: Optional[float],
+    colSuffix: str,
   ):
     """Filter CRH notes for outliers with high levels of incorrect tag from similar factor raters.
 
     Args:
       rule: enum corresponding to a namedtuple defining a rule name and version string for the ScoringRule.
       dependencies: Rules which must run before this rule can run.
       status: the status which each note should be set to (e.g. CRH, CRNH, NMR)
+      tagThreshold: threshold for number of included raters to issue a tag
+      voteThreshold: threshold for number of included raters (raters must have issued a NH tag to be inclueed)
       weightedTotalVotes: For the filter to trigger, the sum of weighted incorrect votes must
         exceed the minAdjustedTotal.
+      superThreshold: if set, allow notes with an intercept above threshold to bypass the filter.
+      colSuffix: string suffix to apply to lookup columns
     """
     super().__init__(ruleID, dependencies)
     self._status = status
-    self.weightedTotalVotes = weightedTotalVotes
+    self._tagThreshold = tagThreshold
+    self._voteThreshold = voteThreshold
+    self._weightedTotalVotes = weightedTotalVotes
+    self._superThreshold = superThreshold
+    self._colSuffix = colSuffix
 
   def score_notes(
     self, noteStats: pd.DataFrame, currentLabels: pd.DataFrame, statusColumn: str
@@ -305,9 +318,14 @@ def score_notes(
 
     # Identify impacted notes.
     noteStatusUpdates = crhStats.loc[
-      (crhStats["notHelpfulIncorrect_interval"] >= 2)
-      & (crhStats["num_voters_interval"] >= 3)
-      & (crhStats["tf_idf_incorrect_interval"] >= self.weightedTotalVotes)
+      (crhStats[f"notHelpfulIncorrect_interval{self._colSuffix}"] >= self._tagThreshold)
+      & (crhStats[f"num_voters_interval{self._colSuffix}"] >= self._voteThreshold)
+      & (crhStats[f"tf_idf_incorrect_interval{self._colSuffix}"] >= self._weightedTotalVotes)
+      & (
+        True
+        if self._superThreshold is None
+        else crhStats[c.internalNoteInterceptKey] < self._superThreshold
+      )
     ][[c.noteIdKey]]
 
     pd.testing.assert_frame_equal(noteStatusUpdates, noteStatusUpdates.drop_duplicates())