Merged in feature/new-model-testing (pull request #741)
Feature/new model testing * rename and set up * Setup * Get dynamic primary crosswalked answers * Generate stats for one file * Update dynamic primary evaluation * Multithreading * Set up reimbursement primary evaluation * UPdate output report generation * Update TN calculation * update poetry lock * reorder reimb primary * evaluate 3 models * Configure 4.5 * switch to debug logging * update type checking * Fix mypy * Resolve mypy * Merged main into feature/new-model-testing Approved-by: Karan Desai
This commit is contained in:
Katon Minhas
Generated
+175
-459
File diff suppressed because it is too large
Load Diff
@@ -30,6 +30,7 @@ word2number = "^1.1"
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orjson = "^3.10.16"
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pymupdf = "^1.25.5"
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pillow = "^11.2.1"
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xlsxwriter = "^3.2.9"
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[tool.poetry.group.dev.dependencies]
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black = "^24.10.0"
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@@ -230,11 +230,15 @@ MODEL_ID_CLAUDE3_HAIKU = "anthropic.claude-3-haiku-20240307-v1:0"
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MODEL_ID_CLAUDE35_SONNET = "anthropic.claude-3-5-sonnet-20240620-v1:0"
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MODEL_ID_CLAUDE2 = "anthropic.claude-instant-v1"
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MODEL_ID_CLAUDE35_SONNET_V2 = "anthropic.claude-3-5-sonnet-20241022-v2:0"
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MODEL_ID_CLAUDE37_SONNET = "anthropic.claude-3-7-sonnet-20250219-v1:0"
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MODEL_ID_CLAUDE37_SONNET = "us.anthropic.claude-3-7-sonnet-20250219-v1:0"
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MODEL_ID_CLAUDE4_SONNET = "us.anthropic.claude-sonnet-4-20250514-v1:0"
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MODEL_ID_CLAUDE45_SONNET = "us.anthropic.claude-sonnet-4-5-20250929-v1:0"
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# Model aliases for easy upgrades
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MODEL_ALIASES = {
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"sonnet_37" : MODEL_ID_CLAUDE37_SONNET,
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"sonnet_4" : MODEL_ID_CLAUDE4_SONNET,
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"sonnet_45": MODEL_ID_CLAUDE45_SONNET,
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"sonnet_latest": MODEL_ID_CLAUDE4_SONNET,
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"haiku_latest": MODEL_ID_CLAUDE3_HAIKU,
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"legacy_sonnet": MODEL_ID_CLAUDE35_SONNET,
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@@ -39,7 +39,6 @@ def process_file(file_object, constants: Constants, run_timestamp):
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# Set default values
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dynamic_one_to_one_fields = FieldSet()
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process_one_to_n = config.FIELDS in ['all', 'one_to_n']
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process_one_to_one = config.FIELDS in ['all', 'one_to_one']
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@@ -100,7 +100,7 @@ def main(testing=False, test_params={}):
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# Warm prompt caches before parallel processing
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# This ensures the cache is registered before multiple threads try to use it
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logging.info("Warming prompt caches before parallel processing...")
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logging.debug("Warming prompt caches before parallel processing...")
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try:
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cacheable_instructions = prompt_templates.get_cacheable_instructions(constants)
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for cache_key, instruction in cacheable_instructions.items():
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@@ -109,7 +109,7 @@ def main(testing=False, test_params={}):
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cache_key=cache_key,
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model_id="sonnet_latest"
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)
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logging.info(f"Successfully warmed {len(cacheable_instructions)} prompt caches")
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logging.debug(f"Successfully warmed {len(cacheable_instructions)} prompt caches")
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except Exception as e:
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logging.warning(f"Error warming caches (will proceed anyway): {str(e)}")
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@@ -186,7 +186,7 @@ def date_postprocess(df, field_json_path):
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)
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else:
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missing = [col for col in required_cols if col not in df.columns]
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logging.info(f"Skipping AARETE_DERIVED_TERMINATION_DT creation. Missing: {missing}")
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logging.debug(f"Skipping AARETE_DERIVED_TERMINATION_DT creation. Missing: {missing}")
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df["AARETE_DERIVED_TERMINATION_DT"] = pd.NA
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return df
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@@ -90,7 +90,6 @@ class Field:
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- Subsequent calls with same file_path: Uses cached data (no file I/O)
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- Thread-safe: Multiple threads can safely call this simultaneously
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:param file_path: Path to the JSON file.
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:param field_name: The field name to look for in the JSON data.
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:return: A Field object if found, otherwise raises a ValueError.
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@@ -211,9 +210,14 @@ class FieldSet:
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FieldSet(file_path="investment_prompts.json", relationship="one_to_n", field_type="exhibit_level")
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FieldSet(file_path="investment_prompts.json", field_type="reimbursement_level")
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# Now supports lists for any attribute:
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FieldSet(file_path="investment_prompts.json", field_name=["LOB", "PROGRAM"])
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FieldSet(file_path="investment_prompts.json", field_type=["exhibit_level", "reimbursement_level"])
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:param file_path: Path to a JSON file to load fields from (default: None).
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:param fields: List of Field objects to initialize the FieldSet instance with (default: None).
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:param filters: Key-value pairs for filtering fields based on their attributes.
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Each value can be a single value or a list of values.
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"""
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self.fields = fields if fields is not None else []
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if file_path:
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@@ -228,6 +232,11 @@ class FieldSet:
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- Each FieldSet can still apply different filters to the same cached data
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- Thread-safe: Multiple threads can safely call this simultaneously
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FILTERING BEHAVIOR:
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- Single values: Field attribute must match exactly
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- Lists: Field attribute must match any value in the list
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- True: Field attribute must exist (not None)
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PERFORMANCE IMPACT:
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- Before caching: 1000+ file reads for the same JSON → "too many open files"
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- After caching: 1 file read per unique path → fast and efficient
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@@ -243,21 +252,33 @@ class FieldSet:
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# CACHE HIT: Use cached data
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data = _field_data_cache[file_path]
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# Apply filters to cached data - this allows different FieldSets
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# to get different subsets from the same cached JSON
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self.fields = [
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Field(field_dict)
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for field_dict in data
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if all(
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(
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value is True and field_dict.get(attr) is not None
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) # Check for "not None" values
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or (
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value is not True and field_dict.get(attr) == value
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) # Check for exact match
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for attr, value in filters.items()
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)
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]
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# Apply filters to cached data with enhanced list support
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self.fields = []
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for field_dict in data:
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# Check if this field_dict matches all filters
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matches_all_filters = True
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for attr, filter_value in filters.items():
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field_value = field_dict.get(attr)
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# Handle special case for True filter (check if attribute exists)
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if filter_value is True:
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if field_value is None:
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matches_all_filters = False
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break
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# Handle list-based filters (match any value in the list)
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elif isinstance(filter_value, list):
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if field_value not in filter_value:
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matches_all_filters = False
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break
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# Handle single value filters (exact match)
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elif field_value != filter_value:
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matches_all_filters = False
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break
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# If all filters matched, add this field
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if matches_all_filters:
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self.fields.append(Field(field_dict))
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def add_field(self, field):
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"""Adds a new field manually to the FieldSet instance.
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@@ -0,0 +1,205 @@
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import pandas as pd
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import concurrent.futures
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import threading
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from src.utils import io_utils, llm_utils
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from src.investment import preprocess
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from constants.constants import Constants
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from src.testbed import model_evaluation_utils
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from src import config
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from src.prompts.fieldset import FieldSet
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prompt = "This is a test prompt. Write 'test', nothing else."
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def process_file(filename, contract_text, model_id_dict, testbed_df, dynamic_primary_fields, reimbursement_primary_fields, constants):
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"""Process a single file and return its statistics."""
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print(f"Processing: {filename}")
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testbed_df = testbed_df[testbed_df["FILE_NAME"] == filename]
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# Preprocess the contract
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contract_text = preprocess.clean_text(contract_text)
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text_dict, top_sheet_dict = preprocess.split_text(contract_text)
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text_dict, header, footer = preprocess.find_headers_and_footers(text_dict)
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text_dict = preprocess.clean_tables(
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text_dict, constants.EXHIBIT_HEADER_MARKERS, filename
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)
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exhibit_dict, all_exhibit_headers = preprocess.one_to_n_exhibit_chunking(
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text_dict, constants.EXHIBIT_HEADER_MARKERS, filename
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)
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# Evaluate Dynamic Primary
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dynamic_primary_stats_dicts = model_evaluation_utils.evaluate_dynamic_primary(
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exhibit_dict,
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model_id_dict,
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testbed_df,
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dynamic_primary_fields,
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constants,
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filename
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) # list of dicts
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# Evaluate Reimbursement Primary
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reimbursement_primary_stats_dict = model_evaluation_utils.evaluate_reimbursement_primary(
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exhibit_dict,
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model_id_dict,
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testbed_df,
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reimbursement_primary_fields,
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constants,
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filename
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) # dict
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return dynamic_primary_stats_dicts, reimbursement_primary_stats_dict
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# Initialize variables
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dynamic_primary_fields = FieldSet(
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config.FIELD_JSON_PATH, field_name=["LOB", "PROGRAM", "NETWORK"]
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)
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reimbursement_primary_fields = FieldSet(
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config.FIELD_JSON_PATH, field_type="reimbursement_level"
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)
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model_id_dict = {
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"SONNET_37" : "sonnet_37",
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"SONNET_4" : "sonnet_4",
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"SONNET_45" : "sonnet_45"
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}
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input_dict = io_utils.read_input()
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testbed_df = pd.read_excel("Doczy-Testbed.xlsx")
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testbed_files = list(testbed_df["FILE_NAME"])
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constants = Constants()
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# Initialize dynamic primary stats for each model
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dynamic_primary = [{"Model": model_name, "TP": 0, "TN": 0, "FP": 0, "FN": 0} for model_name in model_id_dict.keys()]
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# Initialize list to collect all reimbursement primary stats
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reimbursement_primary_stats_list = []
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# Lock for thread-safe updates to stats
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stats_lock = threading.Lock()
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# Function to update global stats with results from one file
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def update_stats(results):
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dynamic_primary_stats_dicts, reimbursement_primary_stats_dict = results
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with stats_lock:
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# Update dynamic primary stats
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for file_stats_dict in dynamic_primary_stats_dicts:
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model_name = file_stats_dict["Model"]
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for model_stats in dynamic_primary:
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if model_stats["Model"] == model_name:
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for metric in ["TP", "TN", "FP", "FN"]:
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model_stats[metric] += file_stats_dict.get(metric, 0)
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break
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# Add reimbursement primary stats to the list
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if reimbursement_primary_stats_dict:
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reimbursement_primary_stats_list.append(reimbursement_primary_stats_dict)
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# Process files in parallel
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filtered_input = {filename: text for filename, text in input_dict.items() if filename in testbed_files}
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# Use ThreadPoolExecutor for parallel processing
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with concurrent.futures.ThreadPoolExecutor(max_workers=config.MAX_WORKERS) as executor:
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# Submit all file processing tasks
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future_to_file = {
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executor.submit(
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process_file,
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filename,
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contract_text,
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model_id_dict,
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testbed_df,
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dynamic_primary_fields,
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reimbursement_primary_fields,
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constants
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): filename for filename, contract_text in filtered_input.items()
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}
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# Process results as they complete
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for future in concurrent.futures.as_completed(future_to_file):
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filename = future_to_file[future]
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try:
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results = future.result()
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update_stats(results)
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print(f"Completed processing: {filename}")
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except Exception as e:
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print(f"Error processing {filename}: {e}")
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# Generate Excel report with two sheets
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def generate_excel_report(output_path="model_evaluation_results.xlsx"):
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# Create Excel writer
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with pd.ExcelWriter(output_path, engine='xlsxwriter') as writer:
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# Sheet 1: Dynamic Primary Stats
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dynamic_primary_df = pd.DataFrame(dynamic_primary)
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# Calculate additional metrics for each model
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for idx, row in dynamic_primary_df.iterrows():
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tp = row["TP"]
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tn = 0
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fp = row["FP"]
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fn = row["FN"]
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# Add calculated metrics
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dynamic_primary_df.loc[idx, "Accuracy"] = (tp + tn) / (tp + tn + fp + fn) if (tp + tn + fp + fn) > 0 else 0
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dynamic_primary_df.loc[idx, "Precision"] = tp / (tp + fp) if (tp + fp) > 0 else 0
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dynamic_primary_df.loc[idx, "Recall"] = tp / (tp + fn) if (tp + fn) > 0 else 0
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precision = dynamic_primary_df.loc[idx, "Precision"]
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recall = dynamic_primary_df.loc[idx, "Recall"]
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dynamic_primary_df.loc[idx, "F1"] = 2 * precision * recall / (precision + recall) if (precision + recall) > 0 else 0
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# Write to Excel
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dynamic_primary_df.to_excel(writer, sheet_name='Dynamic Primary Stats', index=False)
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# Sheet 2: Reimbursement Primary Stats
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if reimbursement_primary_stats_list:
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# Combine all reimbursement stats into a DataFrame
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reimbursement_df = pd.DataFrame(reimbursement_primary_stats_list)
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# Write individual file stats
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reimbursement_df.to_excel(writer, sheet_name='Reimbursement Stats', index=False)
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# Get a reference to the worksheet to add summary statistics
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worksheet = writer.sheets['Reimbursement Stats']
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# Add a summary section
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summary_row = len(reimbursement_df) + 3 # Leave a gap of 2 rows
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# Add headers for the summary section
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worksheet.write(summary_row, 0, "Summary Statistics")
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worksheet.write(summary_row + 1, 0, "Model")
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worksheet.write(summary_row + 1, 1, "Average Row Count Diff")
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worksheet.write(summary_row + 1, 2, "Average Row Count Pct Diff")
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# Add summary data
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row_offset = summary_row + 2
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# Add model stats - only proceed if we have testbed data
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if 'Testbed' in reimbursement_df.columns:
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for model_name in model_id_dict.keys():
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if model_name in reimbursement_df.columns:
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# Calculate the absolute difference between model and testbed row counts
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reimbursement_df['Abs_Diff'] = abs(reimbursement_df[model_name] - reimbursement_df['Testbed'])
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# Calculate the percentage difference
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reimbursement_df['Pct_Diff'] = reimbursement_df['Abs_Diff'] / reimbursement_df['Testbed'] * 100
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reimbursement_df['Pct_Diff'] = reimbursement_df['Pct_Diff'].fillna(0) # Handle division by zero
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# Calculate averages
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avg_abs_diff = reimbursement_df['Abs_Diff'].mean()
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avg_pct_diff = reimbursement_df['Pct_Diff'].mean()
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# Write to summary
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worksheet.write(row_offset, 0, model_name)
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worksheet.write(row_offset, 1, avg_abs_diff)
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worksheet.write(row_offset, 2, f"{avg_pct_diff:.2f}%")
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row_offset += 1
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# Remove the temporary columns from the DataFrame before writing
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if 'Abs_Diff' in reimbursement_df.columns:
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reimbursement_df = reimbursement_df.drop(['Abs_Diff', 'Pct_Diff'], axis=1)
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# We need to write the dataframe again since we modified it
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reimbursement_df.to_excel(writer, sheet_name='Reimbursement Stats', index=False)
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# Call the report generation function after all processing is complete
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generate_excel_report()
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@@ -0,0 +1,183 @@
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import pandas as pd
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from src.prompts.fieldset import FieldSet
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from src.utils import llm_utils, string_utils
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from src.prompts import prompt_templates
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from constants.constants import Constants
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from src.investment import aarete_derived, one_to_n_funcs
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from src import config
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def prompt_dynamic_primary(exhibit_dict: dict[str, str], model_id_dict: dict[str, str], dynamic_primary_fields: FieldSet, constants: Constants, filename: str):
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model_answer_dicts = {}
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for model_name, model_id in model_id_dict.items():
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answer_dicts = []
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for exhibit_page, exhibit_text in exhibit_dict.items():
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answer_dict = {}
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for field in dynamic_primary_fields.fields:
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prompt = prompt_templates.DYNAMIC_PRIMARY_TEXT(exhibit_text, field.field_name, field.get_prompt(constants))
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llm_answer_raw = llm_utils.invoke_claude(
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prompt=prompt,
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model_id=model_id,
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filename=filename
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)
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llm_answer_final = string_utils.extract_text_from_delimiters(
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llm_answer_raw, string_utils.Delimiter.PIPE
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)
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answer_dict[field.field_name] = llm_answer_final
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answer_dicts.append(answer_dict)
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answer_dicts = aarete_derived.get_crosswalk_fields(answer_dicts, constants)
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model_answer_dicts[model_name] = answer_dicts
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return model_answer_dicts
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def consolidate_dynamic_primary(model_answer_dicts: dict):
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consolidated_answer_dicts = {}
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for model_name, answer_dicts in model_answer_dicts.items():
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unique_values = {}
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for answer_dict in answer_dicts:
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for field_name, value in answer_dict.items():
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if "AARETE_DERIVED" not in field_name:
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continue
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if field_name not in unique_values:
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unique_values[field_name] = set()
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if not string_utils.is_empty(value):
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# Split pipe-separated values and add each individually
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||||
if isinstance(value, str) and "|" in value:
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for split_value in value.split("|"):
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split_value = split_value.strip() # Remove any extra whitespace
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||||
if not string_utils.is_empty(split_value):
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unique_values[field_name].add(split_value)
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else:
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unique_values[field_name].add(value)
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consolidated_answer_dicts[model_name] = {k: list(v) for k, v in unique_values.items()}
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||||
return consolidated_answer_dicts
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||||
|
||||
def generate_dynamic_primary_stats(consolidated_answer_dicts: dict[str, dict], testbed_df: pd.DataFrame, filename: str):
|
||||
"""
|
||||
Generate confusion matrix statistics for dynamic primary field extraction.
|
||||
|
||||
Args:
|
||||
consolidated_answer_dicts: Dictionary with model names as keys and dictionaries of field values as values
|
||||
testbed_df: DataFrame containing the ground truth data
|
||||
filename: Name of the file being evaluated
|
||||
|
||||
Returns:
|
||||
List of dictionaries with confusion matrix statistics for each model
|
||||
"""
|
||||
|
||||
# Extract all unique ground truth values from testbed_df
|
||||
ground_truth_values = set()
|
||||
aarete_cols = ["AARETE_DERIVED_LOB", "AARETE_DERIVED_PROGRAM", "AARETE_DERIVED_NETWORK"]
|
||||
|
||||
# Only include columns that actually exist in the DataFrame
|
||||
aarete_cols = [col for col in aarete_cols if col in testbed_df.columns]
|
||||
|
||||
# Collect unique values from each column
|
||||
for col in aarete_cols:
|
||||
# Handle potential pipe-separated values
|
||||
for value in testbed_df[col].dropna():
|
||||
if isinstance(value, str):
|
||||
if "|" in value:
|
||||
for split_value in value.split("|"):
|
||||
split_value = split_value.strip()
|
||||
if not string_utils.is_empty(split_value):
|
||||
ground_truth_values.add(split_value)
|
||||
else:
|
||||
if not string_utils.is_empty(value):
|
||||
ground_truth_values.add(value)
|
||||
|
||||
stats_dicts = []
|
||||
for model_name, field_dict in consolidated_answer_dicts.items():
|
||||
# Collect all unique values predicted by this model
|
||||
model_values = set()
|
||||
for field_name, values_list in field_dict.items():
|
||||
for value in values_list:
|
||||
if not string_utils.is_empty(value):
|
||||
model_values.add(value)
|
||||
TP = len([v for v in model_values if v in ground_truth_values])
|
||||
FP = len([v for v in model_values if v not in ground_truth_values])
|
||||
FN = len([v for v in ground_truth_values if v not in model_values])
|
||||
stats_dicts.append({"Model" : model_name, "TP" : TP, "FP" : FP, "FN" : FN})
|
||||
|
||||
return stats_dicts
|
||||
|
||||
def evaluate_dynamic_primary(exhibit_dict: dict[str, str], model_id_dict: dict[str, str], testbed_df: pd.DataFrame, dynamic_primary_fields: FieldSet, constants: Constants, filename: str):
|
||||
|
||||
## Prompt for model_answer_dicts
|
||||
dynamic_answer_dicts = prompt_dynamic_primary(
|
||||
exhibit_dict,
|
||||
model_id_dict,
|
||||
dynamic_primary_fields,
|
||||
constants,
|
||||
filename
|
||||
)
|
||||
|
||||
# Consolidate model_answer_dicts
|
||||
consolidated_answer_dicts = consolidate_dynamic_primary(dynamic_answer_dicts)
|
||||
|
||||
# Generate stats
|
||||
stats_dicts = generate_dynamic_primary_stats(consolidated_answer_dicts, testbed_df, filename)
|
||||
|
||||
return stats_dicts
|
||||
|
||||
def evaluate_reimbursement_primary(exhibit_dict: dict[str, str], model_id_dict: dict[str, str], testbed_df: pd.DataFrame, reimbursement_primary_fields: FieldSet, constants: Constants, filename: str) -> dict[str, object]:
|
||||
# Create two separate dictionaries and merge them at the end
|
||||
metadata: dict[str, str] = {"FILE_NAME": filename}
|
||||
|
||||
# Create a numeric counts dictionary with explicit types
|
||||
counts: dict[str, int] = {}
|
||||
num_lesser = len(testbed_df[testbed_df['LESSER_OF_IND'] == 'Y'])
|
||||
counts["Testbed"] = int(num_lesser/2) + (len(testbed_df)-num_lesser)
|
||||
|
||||
# Initialize model counts
|
||||
for model_name in model_id_dict:
|
||||
counts[model_name] = 0
|
||||
|
||||
# Process each model
|
||||
for model_name, model_id in model_id_dict.items():
|
||||
seen_pairs = set()
|
||||
for exhibit_page, exhibit_text in exhibit_dict.items():
|
||||
field_prompts = reimbursement_primary_fields.print_prompt_dict(constants)
|
||||
instruction, prompt = prompt_templates.REIMBURSEMENT_PRIMARY(exhibit_text, field_prompts)
|
||||
llm_answer_raw = llm_utils.invoke_claude(
|
||||
prompt,
|
||||
model_id,
|
||||
filename,
|
||||
max_tokens=25000,
|
||||
cache=True,
|
||||
instruction=instruction,
|
||||
usage_label="REIMBURSEMENT_PRIMARY",
|
||||
)
|
||||
# Check for the special "no results" case
|
||||
if "NO_REIMBURSEMENT_TERMS_FOUND" in llm_answer_raw:
|
||||
continue
|
||||
|
||||
try:
|
||||
llm_answer_final = string_utils.universal_json_load(llm_answer_raw)
|
||||
|
||||
reimbursement_primary_answers = one_to_n_funcs.clean_reimbursement_primary(
|
||||
llm_answer_final,
|
||||
"",
|
||||
seen_pairs,
|
||||
exhibit_page,
|
||||
constants,
|
||||
filename
|
||||
)
|
||||
counts[model_name] += len(reimbursement_primary_answers)
|
||||
except Exception as e:
|
||||
pass
|
||||
|
||||
# Merge the dictionaries before returning
|
||||
result: dict[str, object] = {}
|
||||
result.update(metadata)
|
||||
result.update(counts)
|
||||
|
||||
return result
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
@@ -194,6 +194,18 @@ def invoke_claude(
|
||||
)
|
||||
input_cost_per_1k, output_cost_per_1k = 0.003, 0.015
|
||||
cache_creation_cost_per_1k, cache_read_cost_per_1k = 0.00375, 0.0003
|
||||
elif resolved_model_id == config.MODEL_ID_CLAUDE45_SONNET:
|
||||
response = local_claude_3_and_up(
|
||||
prompt,
|
||||
resolved_model_id,
|
||||
filename,
|
||||
max_tokens,
|
||||
cache=cache,
|
||||
instruction=instruction,
|
||||
usage_label=usage_label,
|
||||
)
|
||||
input_cost_per_1k, output_cost_per_1k = 0.003, 0.015
|
||||
cache_creation_cost_per_1k, cache_read_cost_per_1k = 0.00375, 0.0003
|
||||
else:
|
||||
raise ValueError(f"Unsupported model_id: {model_id}")
|
||||
elif config.RUN_MODE == "ec2":
|
||||
@@ -247,6 +259,16 @@ def invoke_claude(
|
||||
instruction=instruction,
|
||||
usage_label=usage_label,
|
||||
)
|
||||
elif resolved_model_id == config.MODEL_ID_CLAUDE45_SONNET:
|
||||
response = ec2_claude_3_and_up(
|
||||
prompt,
|
||||
resolved_model_id,
|
||||
filename,
|
||||
max_tokens,
|
||||
cache=cache,
|
||||
instruction=instruction,
|
||||
usage_label=usage_label,
|
||||
)
|
||||
input_cost_per_1k, output_cost_per_1k = 0.003, 0.015
|
||||
cache_creation_cost_per_1k, cache_read_cost_per_1k = 0.00375, 0.0003
|
||||
else:
|
||||
|
||||
Reference in New Issue
Block a user