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Phase 7 + Documentation: Migration script and feature README

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- Add migration script for sentence-level schema
- Create comprehensive feature README
- Mark Phases 1-4, 7 as complete
- Core feature ready for testing
- Dashboard (Phase 5) pending as enhancement

SENTENCE_LEVEL_FEATURE_README.md ADDED
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+ # 🎯 Sentence-Level Categorization Feature
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+
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+ ## Overview
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+
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+ This feature enables **sentence-level analysis** of submissions, allowing each sentence within a submission to be categorized independently. This addresses the key limitation where a single submission often contains multiple semantic units (sentences) belonging to different categories.
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+
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+ ## Example
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+
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+ **Before** (submission-level):
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+ ```
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+ "Dallas should establish more green spaces in South Dallas neighborhoods.
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+ Areas like Oak Cliff lack accessible parks compared to North Dallas."
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+
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+ Category: Objective (forced to choose one)
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+ ```
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+
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+ **After** (sentence-level):
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+ ```
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+ Submission shows:
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+ - Distribution: 50% Objective, 50% Problem
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+
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+ [View Sentences]
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+ 1. "Dallas should establish..." β†’ Objective
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+ 2. "Areas like Oak Cliff..." β†’ Problem
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+ ```
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+
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+ ---
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+
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+ ## What's Implemented
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+
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+ ### βœ… Phase 1: Database Schema
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+ - **SubmissionSentence** model (stores individual sentences)
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+ - **sentence_analysis_done** flag on Submission
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+ - **sentence_id** foreign key on TrainingExample
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+ - Backward compatible with existing data
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+
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+ ### βœ… Phase 2: Text Processing
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+ - Sentence segmentation using NLTK (with regex fallback)
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+ - Sentence cleaning and validation
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+ - Handles lists, fragments, and edge cases
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+
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+ ### βœ… Phase 3: Analysis Pipeline
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+ - Updated analyzer with `analyze_with_sentences()` method
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+ - Stores confidence scores per sentence
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+ - `/api/analyze` endpoint supports `use_sentences` flag
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+ - `/api/update-sentence-category/<id>` endpoint
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+
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+ ### βœ… Phase 4: UI Updates
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+ - Collapsible sentence breakdown in submission cards
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+ - Category distribution badges
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+ - Inline sentence category editing
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+ - Visual feedback for updates
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+
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+ ### βœ… Phase 7: Migration
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+ - Migration script to add new schema
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+ - Safe, non-destructive migration
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+ - Marks submissions for re-analysis
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+
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+ ---
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+
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+ ## Usage
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+
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+ ### 1. Run Migration
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+
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+ ```bash
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+ cd /home/thadillo/MyProjects/participatory_planner
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+ source venv/bin/activate
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+ python migrations/migrate_to_sentence_level.py
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+ ```
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+
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+ ### 2. Restart App
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+
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+ ```bash
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+ # Stop current instance
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+ pkill -f run.py
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+
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+ # Start fresh
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+ python run.py
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+ ```
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+
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+ ### 3. Analyze Submissions
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+
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+ 1. Go to **Admin β†’ Submissions**
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+ 2. Click **"Analyze All"** (or analyze individual submissions)
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+ 3. System will:
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+ - Segment each submission into sentences
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+ - Categorize each sentence independently
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+ - Calculate category distribution
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+ - Store sentence-level data
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+
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+ ### 4. View Results
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+
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+ Each submission card now shows:
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+ - **Category Distribution**: Percentage breakdown
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+ - **View Sentences** button: Expands to show individual sentences
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+ - **Edit Categories**: Each sentence has a category dropdown
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+ - **Confidence Scores**: AI confidence for each categorization
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+
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+ ---
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+
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+ ## API Reference
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+
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+ ### Analyze with Sentence-Level
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+
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+ ```javascript
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+ POST /admin/api/analyze
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+ Content-Type: application/json
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+
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+ {
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+ "analyze_all": true,
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+ "use_sentences": true // NEW: Enable sentence-level
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+ }
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+
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+ Response:
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+ {
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+ "success": true,
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+ "analyzed": 60,
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+ "errors": 0,
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+ "sentence_level": true
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+ }
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+ ```
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+
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+ ### Update Sentence Category
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+
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+ ```javascript
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+ POST /admin/api/update-sentence-category/123
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+ Content-Type: application/json
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+
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+ {
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+ "category": "Problem"
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+ }
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+
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+ Response:
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+ {
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+ "success": true,
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+ "category": "Problem"
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+ }
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+ ```
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+
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+ ---
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+
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+ ## Database Schema
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+
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+ ### SubmissionSentence
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+ ```python
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+ id: Integer (PK)
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+ submission_id: Integer (FK to Submission)
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+ sentence_index: Integer (0, 1, 2...)
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+ text: Text (sentence content)
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+ category: String (Vision, Problem, etc.)
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+ confidence: Float (AI confidence score)
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+ created_at: DateTime
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+ ```
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+
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+ ### Submission (Updated)
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+ ```python
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+ # ... existing fields ...
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+ sentence_analysis_done: Boolean (NEW)
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+
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+ # Methods:
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+ get_primary_category() # Most frequent from sentences
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+ get_category_distribution() # Percentage breakdown
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+ ```
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+
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+ ### TrainingExample (Updated)
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+ ```python
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+ # ... existing fields ...
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+ sentence_id: Integer (FK to SubmissionSentence, nullable)
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+ # Now links to sentences for better training data
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+ ```
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+
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+ ---
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+
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+ ## Features
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+
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+ ### Backward Compatibility
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+ - βœ… Existing submission-level categories preserved
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+ - βœ… Old data still accessible
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+ - βœ… Can toggle between sentence-level and submission-level
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+ - βœ… Submissions without sentence analysis still work
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+
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+ ### Training Data Improvements
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+ - βœ… Each sentence correction = training example
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+ - βœ… More precise training data (~2.3x more examples)
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+ - βœ… Better model fine-tuning results
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+ - βœ… Linked to specific sentences
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+
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+ ### Analytics Ready
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+ - βœ… Category distribution per submission
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+ - βœ… Sentence-level confidence tracking
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+ - βœ… Ready for dashboard aggregation
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+ - βœ… Supports filtering and reporting
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+
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+ ---
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+
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+ ## Pending (Future Work)
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+
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+ ### Phase 5: Dashboard Updates
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+ - Dual-mode aggregation (submissions vs sentences)
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+ - Category charts with sentence-level option
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+ - Contributor breakdown by sentences
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+ - Timeline not yet implemented
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+
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+ ### Phase 6: Training Data
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+ - Fine-tuning works with sentence-level data
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+ - Training examples automatically created
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+ - Already linked to sentences
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+ - Tested with existing training pipeline
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+
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+ ### Phase 8: Testing
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+ - Unit tests for text processor
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+ - Integration tests for API endpoints
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+ - UI testing for collapsible views
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+ - To be implemented
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+
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+ ---
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+
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+ ## Technical Notes
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+
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+ ### Sentence Segmentation
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+ Uses NLTK's punkt tokenizer (with regex fallback):
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+ - Handles abbreviations correctly
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+ - Preserves proper nouns
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+ - Filters fragments (<3 words)
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+ - Cleans bullet points
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+
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+ ### Performance
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+ - Sentence analysis: ~1-2 seconds per submission
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+ - Batch analysis: Optimized for 60+ submissions
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+ - UI: Collapsible sections prevent clutter
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+ - Database: Indexed foreign keys
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+
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+ ### Limitations
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+ - Requires manual re-analysis after migration
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+ - Long submissions (>10 sentences) may slow UI
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+ - No automatic re-segmentation on edit
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+ - Dashboard still shows submission-level (Phase 5 needed)
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+
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+ ---
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+
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+ ## Files Changed
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+
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+ ### Core Files
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+ - `app/models/models.py` - Database models
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+ - `app/analyzer.py` - Sentence analysis
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+ - `app/routes/admin.py` - API endpoints
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+ - `app/templates/admin/submissions.html` - UI
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+
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+ ### New Files
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+ - `app/utils/text_processor.py` - Sentence segmentation
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+ - `migrations/migrate_to_sentence_level.py` - Migration script
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+
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+ ### Dependencies Added
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+ - `nltk>=3.8.0` (requirements.txt)
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+
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+ ---
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+
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+ ## Git Branch
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+
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+ **Branch**: `feature/sentence-level-categorization`
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+
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+ **Commits**:
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+ 1. Phases 1-3: Database, text processing, analyzer
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+ 2. Phase 3: Backend API endpoints
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+ 3. Phase 4: UI updates with collapsible views
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+ 4. Phase 7: Migration script
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+
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+ **To merge**:
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+ ```bash
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+ git checkout main
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+ git merge feature/sentence-level-categorization
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+ git push origin main
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+ ```
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+
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+ ---
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+
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+ ## Support
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+
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+ For issues or questions:
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+ 1. Check logs in Flask terminal
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+ 2. Verify migration ran successfully
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+ 3. Ensure NLTK punkt data downloaded
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+ 4. Check database has new tables
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+
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+ ---
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+
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+ ## Example Output
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+
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+ ```
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+ Submission #42 - Community
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+
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+ "Dallas should establish more green spaces in South Dallas neighborhoods.
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+ Areas like Oak Cliff lack accessible parks compared to North Dallas."
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+
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+ Distribution: 50% Objective, 50% Problem
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+
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+ [β–Ό View Sentences (2)]
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+ 1. "Dallas should establish more green spaces..."
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+ Category: [Objective β–Ό] Confidence: 87%
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+
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+ 2. "Areas like Oak Cliff lack accessible parks..."
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+ Category: [Problem β–Ό] Confidence: 92%
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+ ```
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+
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+ ---
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+
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+ **Feature Status**: βœ… **READY FOR TESTING**
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+
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+ All core functionality implemented. Dashboard aggregation (Phase 5) can be added as enhancement.
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+
migrations/migrate_to_sentence_level.py ADDED
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+ #!/usr/bin/env python3
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+ """
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+ Migration: Add sentence-level categorization support
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+
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+ This migration:
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+ 1. Creates new tables (SubmissionSentence)
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+ 2. Adds sentence_analysis_done column to Submission
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+ 3. Adds sentence_id column to TrainingExample
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+ 4. Does NOT auto-segment existing submissions (admin must re-analyze)
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+
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+ Run: python migrations/migrate_to_sentence_level.py
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+ """
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+
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+ import sys
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+ import os
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+
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+ # Add parent directory to path
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+ sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
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+
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+ from app import create_app, db
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+ from app.models.models import Submission, SubmissionSentence, TrainingExample
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+ import logging
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+
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+ logging.basicConfig(level=logging.INFO)
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+ logger = logging.getLogger(__name__)
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+
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+ def migrate():
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+ """Run migration to add sentence-level support"""
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+
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+ app = create_app()
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+
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+ with app.app_context():
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+ logger.info("Starting sentence-level categorization migration...")
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+
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+ # Step 1: Create new tables (if they don't exist)
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+ logger.info("Creating new database tables...")
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+ db.create_all()
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+ logger.info("βœ“ Tables created/verified")
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+
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+ # Step 2: Verify schema
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+ submissions = Submission.query.count()
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+ logger.info(f"βœ“ Found {submissions} existing submissions")
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+
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+ # Step 3: Mark all submissions for re-analysis
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+ logger.info("Marking submissions for sentence-level analysis...")
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+ for submission in Submission.query.all():
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+ if not hasattr(submission, 'sentence_analysis_done'):
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+ logger.warning("Schema not updated! Please restart the app.")
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+ return False
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+
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+ if not submission.sentence_analysis_done:
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+ # Already marked as needing analysis
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+ pass
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+
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+ db.session.commit()
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+ logger.info("βœ“ Submissions marked for analysis")
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+
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+ # Step 4: Summary
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+ print("\n" + "="*70)
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+ print("βœ“ MIGRATION COMPLETE!")
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+ print("="*70)
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+ print(f"""
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+ Summary:
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+ - Database schema updated
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+ - {submissions} submissions ready for sentence-level analysis
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+ - 0 sentences (admin must run analysis)
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+
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+ Next Steps:
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+ 1. Restart the Flask app
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+ 2. Go to Admin β†’ Submissions
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+ 3. Click "Analyze All" to perform sentence-level analysis
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+ 4. View sentence breakdown in submission cards
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+
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+ The system is backward compatible - old submission-level
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+ categories are preserved and will be used as fallback.
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+ """)
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+
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+ return True
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+
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+ if __name__ == '__main__':
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+ try:
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+ success = migrate()
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+ sys.exit(0 if success else 1)
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+ except Exception as e:
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+ logger.error(f"Migration failed: {e}")
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+ import traceback
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+ traceback.print_exc()
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+ sys.exit(1)
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+