_datamap.py 7.38 KB
import numpy as np
import pandas as pd
from typing import List, Union
from warnings import warn

try:
    import datamapplot
    from matplotlib.figure import Figure
except ImportError:
    warn("Data map plotting is unavailable unless datamapplot is installed.")

    # Create a dummy figure type for typing
    class Figure(object):
        pass


def visualize_document_datamap(
    topic_model,
    docs: List[str] = None,
    topics: List[int] = None,
    embeddings: np.ndarray = None,
    reduced_embeddings: np.ndarray = None,
    custom_labels: Union[bool, str] = False,
    title: str = "Documents and Topics",
    sub_title: Union[str, None] = None,
    width: int = 1200,
    height: int = 750,
    interactive: bool = False,
    enable_search: bool = False,
    topic_prefix: bool = False,
    datamap_kwds: dict = {},
    int_datamap_kwds: dict = {},
) -> Figure:
    """Visualize documents and their topics in 2D as a static plot for publication using
    DataMapPlot.

    Arguments:
        topic_model:  A fitted BERTopic instance.
        docs: The documents you used when calling either `fit` or `fit_transform`.
        topics: A selection of topics to visualize.
                Not to be confused with the topics that you get from `.fit_transform`.
                For example, if you want to visualize only topics 1 through 5:
                `topics = [1, 2, 3, 4, 5]`. Documents not in these topics will be shown
                as noise points.
        embeddings:  The embeddings of all documents in `docs`.
        reduced_embeddings:  The 2D reduced embeddings of all documents in `docs`.
        custom_labels:  If bool, whether to use custom topic labels that were defined using
                       `topic_model.set_topic_labels`.
                       If `str`, it uses labels from other aspects, e.g., "Aspect1".
        title: Title of the plot.
        sub_title: Sub-title of the plot.
        width: The width of the figure.
        height: The height of the figure.
        interactive: Whether to create an interactive plot using DataMapPlot's `create_interactive_plot`.
        enable_search: Whether to enable search in the interactive plot. Only works if `interactive=True`.
        topic_prefix: Prefix to add to the topic number when displaying the topic name.
        datamap_kwds:  Keyword args be passed on to DataMapPlot's `create_plot` function
                       if you are not using the interactive version.
                       See the DataMapPlot documentation for more details.
        int_datamap_kwds:  Keyword args be passed on to DataMapPlot's `create_interactive_plot` function
                           if you are using the interactive version.
                           See the DataMapPlot documentation for more details.

    Returns:
        figure: A Matplotlib Figure object.

    Examples:
    To visualize the topics simply run:

    ```python
    topic_model.visualize_document_datamap(docs)
    ```

    Do note that this re-calculates the embeddings and reduces them to 2D.
    The advised and preferred pipeline for using this function is as follows:

    ```python
    from sklearn.datasets import fetch_20newsgroups
    from sentence_transformers import SentenceTransformer
    from bertopic import BERTopic
    from umap import UMAP

    # Prepare embeddings
    docs = fetch_20newsgroups(subset='all',  remove=('headers', 'footers', 'quotes'))['data']
    sentence_model = SentenceTransformer("all-MiniLM-L6-v2")
    embeddings = sentence_model.encode(docs, show_progress_bar=False)

    # Train BERTopic
    topic_model = BERTopic().fit(docs, embeddings)

    # Reduce dimensionality of embeddings, this step is optional
    # reduced_embeddings = UMAP(n_neighbors=10, n_components=2, min_dist=0.0, metric='cosine').fit_transform(embeddings)

    # Run the visualization with the original embeddings
    topic_model.visualize_document_datamap(docs, embeddings=embeddings)

    # Or, if you have reduced the original embeddings already:
    topic_model.visualize_document_datamap(docs, reduced_embeddings=reduced_embeddings)
    ```

    Or if you want to save the resulting figure:

    ```python
    fig = topic_model.visualize_document_datamap(docs, reduced_embeddings=reduced_embeddings)
    fig.savefig("path/to/file.png", bbox_inches="tight")
    ```
    <img src="../../getting_started/visualization/datamapplot.png",
         alt="DataMapPlot of 20-Newsgroups", width=800, height=800></img>
    """
    topic_per_doc = topic_model.topics_

    df = pd.DataFrame({"topic": np.array(topic_per_doc)})
    df["doc"] = docs
    df["topic"] = topic_per_doc

    # Extract embeddings if not already done
    if embeddings is None and reduced_embeddings is None:
        embeddings_to_reduce = topic_model._extract_embeddings(df.doc.to_list(), method="document")
    else:
        embeddings_to_reduce = embeddings

    # Reduce input embeddings
    if reduced_embeddings is None:
        try:
            from umap import UMAP

            umap_model = UMAP(n_neighbors=15, n_components=2, min_dist=0.15, metric="cosine").fit(embeddings_to_reduce)
            embeddings_2d = umap_model.embedding_
        except (ImportError, ModuleNotFoundError):
            raise ModuleNotFoundError(
                "UMAP is required if the embeddings are not yet reduced in dimensionality. Please install it using `pip install umap-learn`."
            )
    else:
        embeddings_2d = reduced_embeddings

    unique_topics = set(topic_per_doc)

    # Prepare text and names
    if isinstance(custom_labels, str):
        names = [[[str(topic), None]] + topic_model.topic_aspects_[custom_labels][topic] for topic in unique_topics]
        names = [" ".join([label[0] for label in labels[:4]]) for labels in names]
        names = [label if len(label) < 30 else label[:27] + "..." for label in names]
    elif topic_model.custom_labels_ is not None and custom_labels:
        names = [topic_model.custom_labels_[topic + topic_model._outliers] for topic in unique_topics]
    else:
        if topic_prefix:
            names = [
                f"Topic-{topic}: " + " ".join([word for word, value in topic_model.get_topic(topic)][:3])
                for topic in unique_topics
            ]
        else:
            names = [" ".join([word for word, value in topic_model.get_topic(topic)][:3]) for topic in unique_topics]

    topic_name_mapping = {topic_num: topic_name for topic_num, topic_name in zip(unique_topics, names)}
    topic_name_mapping[-1] = "Unlabelled"

    # If a set of topics is chosen, set everything else to "Unlabelled"
    if topics is not None:
        selected_topics = set(topics)
        for topic_num in topic_name_mapping:
            if topic_num not in selected_topics:
                topic_name_mapping[topic_num] = "Unlabelled"

    # Map in topic names and plot
    named_topic_per_doc = pd.Series(topic_per_doc).map(topic_name_mapping).values

    if interactive:
        figure = datamapplot.create_interactive_plot(
            embeddings_2d,
            named_topic_per_doc,
            hover_text=docs,
            enable_search=enable_search,
            width=width,
            height=height,
            **int_datamap_kwds,
        )
    else:
        figure, _ = datamapplot.create_plot(
            embeddings_2d,
            named_topic_per_doc,
            figsize=(width / 100, height / 100),
            dpi=100,
            title=title,
            sub_title=sub_title,
            **datamap_kwds,
        )

    return figure