3 Commits

Author SHA1 Message Date
Katon Minhas 623799f2a6 Merged in stg (pull request #1003)
Merged in dev (pull request #1001)

* Merged in feature/fixPlaceholder2 (pull request #979)

Updated feature> dev gate to print variables of echo statements

* Updated feature> dev gate to print variables of echo statement

* Reverted placeholder changes


Approved-by: Sujit Deokar

* Merged in bugfix/prov_info_json_fixes (pull request #981)

fix: fall back to PROVIDER_NAME in PROV_INFO_JSON when no TIN/NPI extracted

* fix: fall back to PROVIDER_NAME in PROV_INFO_JSON when no TIN/NPI extracted

When get_prov_info_json short-circuits due to no TIN/NPI regex matches,
PROV_INFO_JSON was left as [] even when PROVIDER_NAME was successfully
extracted via the one-to-one pipeline. This caused inconsistent output
across contracts with the same provider — some files produced a NAME-only
entry (via a false-positive regex hit triggering the LLM), others produced [].

Reconcile at add_group_and_other, the first point where both extraction
streams' results are available. When PROV_INFO_JSON is empty but
PROVIDER_NAME is known, synthesize a NAME-only entry with IS_GROUP:"Y" and
populate PROV_GROUP_NAME_FULL directly — skipping the provider_name_match_check
LLM call since the match is tautological by construction.

Adds 5 unit tests covering the str, list, already-populated, empty-name,
and all-empty-lis…
* Merged in feature/DAIP2-pacificsource-reimbursements-issues (pull request #982)

Feature/DAIP2 pacificsource reimbursements issues

* Tighten PREMIUM_TERM and DISCOUNT_TERM classifier prompts

CARVEOUT_CHECK was misrouting table rate rows into special-case fields,
dropping them from the reimbursement output:

- "110% of CMS allowed" (base fee-schedule rates) was being classified as
  PREMIUM_TERM because the prompt treated "above 100% of reference" as an
  implicit premium. Seen on PacificSource Medicare_Attachment_A1 and A2
  Facility contracts where Inpatient/Outpatient rows were missing (2556)
  or silently fell back to 100% fee-schedule (2557).

- Per-service discount rates like "Progressive Lenses: 15% discount",
  "Contact Lenses: 2% discount", "Frame: 20% discount" were being
  classified as DISCOUNT_TERM because the prompt only required the word
  "discount" to appear. Seen on PacificSource Commercial_Attachment_A2
  and A5 Professional contracts (2558, 2559).

Prompts now require the literal keyword …
* Merged in bugfix/filter-docusign-lines (pull request #983)

remove docusign lines

* remove docusign lines

* add unit tests for clean_header_footer docusign/deleted_lines changes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* black forrmatting


Approved-by: Katon Minhas

* Merged in feature/PC_logic_cleanup_output (pull request #984)

Feature/PC logic cleanup output

* Few tweaks PC_logics

* Fixed orphan_ranking

* black formatting

* Changes on output field and ranking method

* updated few hotfixes

* black format fix


Approved-by: Katon Minhas

* Merged in hotfix/provider_name_group_fix (pull request #988)

Hotfix/provider name group fix

* Fixes done in GROUP column

* black format fix


Approved-by: Katon Minhas

* Merged in bugfix/DAIP2-2524-carveout-code-optimization (pull request #980)

CARVEOUT_CD issue fixed

* CARVEOUT_CD issue fixed

* pipeline error fixed

* Merged dev into bugfix/DAIP2-2524-carveout-code-optimization

* Merged dev into bugfix/DAIP2-2524-carveout-code-optimization

* Merged dev into bugfix/DAIP2-2524-carveout-code-optimization

* trigger cap issue fixed

* trigger cap prompt updated

* Merged dev into bugfix/DAIP2-2524-carveout-code-optimization


Approved-by: Katon Minhas

* Merged in bugfix/exhibit-smart-chunking-cost-improvements (pull request #985)

Bugfix/exhibit smart chunking cost improvements

* Add opt-in instrumentation for per-call token and row-count tracing

Introduce src/utils/instrumentation.py (thread-safe CSV logger) and
src/utils/instrumentation_context.py (ContextVar scope plus
submit_with_context / map_with_context helpers for propagating context
into ThreadPoolExecutor workers).

Emit events at every Bedrock call in llm_utils.invoke_claude, including
in-memory claude_cache hits, with full input/output/cache-read/cache-write
token breakdown. Emit row-count events at each row-mutating stage in the
one-to-N pipeline (clean_reimbursement_primary,
filter_services_without_reimbursements, methodology_breakout,
split_service_terms, carveout, dynamic_code_assignment,
lesser_of_distribution, dynamic_assignment) and chunking / retrieval
events in exhibit smart chunking (chunking_done, retrieval_done) plus
exhibit lifecycle events (exhibit_start, exhibit_gate_skip,
stage_…
* Merged in hotfix/fileextension_issue (pull request #989)

Hotfix/fileextension issue

* fixed strip_ext issue

* black format


Approved-by: Katon Minhas

* Merged in hotfix/exhibit-header-in-tables (pull request #987)

Hotfix/exhibit header in tables

* Merged in feature/FixplaceholderIssue (pull request #977)

Remove curly braces from echo statements in dev->stg

* Remove curly brances from echo statements in dev->stg

* Removed curly braces in echo statements in feature-> dev gate


Approved-by: Sujit Deokar

* Merged in feature/standardized-services (pull request #958)

Feature/standardized services

* service term standardization

* prompt update

* prompt updates for standardization

* only service standardization

* new file

* add supporting files and test scripts for standardization work

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* remove old files

* Merge remote-tracking branch 'origin/dev' into feature/standardized-services

* final fixes

* Merged dev into feature/standardized-services

* additional features

* removed  unwanted files

* remove unwanted files

* Merge branch 'dev' into feature/standardized-services

* Merge remote-tr…
* Merged in hotfix/postprocess_csv (pull request #990)

Hotfix/postprocess csv

* date issue_fix

* black_format

* Merged dev into hotfix/postprocess_csv


Approved-by: Katon Minhas

* Merged in bugfix/molina_ut_dynamic_primary (pull request #991)

Bugfix/molina ut dynamic primary

* Prompt changes for dynamic primary

* Route cover-sheet-only files to ERRORS.csv instead of leaking phantom rows

When every page of a contract was filtered out as a cover sheet / quick-review
form, process_file silently returned a FILE_NAME-only DataFrame. Because the
runner routes by checking for an "error" column, that file landed in
RESULTS.csv as a near-empty row and no ERRORS.csv was generated for the run.

- saas/file_processing.py: raise ValueError when text_dict is empty after
  cover-sheet filtering, so safe_process_file produces a proper error row.
- runner.py: add _is_phantom_result defense-in-depth — promote any result
  with no extracted fields beyond FILE_NAME to error_results with
  error_type=PhantomSuccess.

* Merged dev into bugfix/molina_ut_dynamic_primary

* Tighten PRODUCT prompt: restrict to valid_values, prune LOB/PROGRAM examples

* Merge branch 'bugfix/molina_ut_dynamic_primary' of bit…
* Merged in bugfix/black-format (pull request #994)

Black format for pipeline pass

* Black format for pipeline pass

* Merged in bugfix/DAIP2-2679-fix-nebraska-issues (pull request #995)

incorrect inclusion of CPT4_PROC_CD fixed

* incorrect inclusion of CPT4_PROC_CD fixed


Approved-by: Katon Minhas

* Merged in feature/DAIP2-2314-DAIP2-1687-hybrid (pull request #993)

Feature/DAIP2-2314 DAIP2 1687 hybrid

* remove -files from s3 prefix requirements

* Resolve input paths

* fix: VendorProcessor.process_file returns (df, None) tuple

runner.safe_process_file unpacks the result as (cc_df, dashboard_df), so
returning a single DataFrame caused every vendor/generic file to fail with
"too many values to unpack (expected 2)" — Python iterates DataFrame columns
during unpacking. Vendor pipelines have no dashboard variant; second slot is
None and the existing `dashboard_result is not None` guard in runner.py
already handles it.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

* DAIP2-2314 + DAIP2-1687: pad DYNAMIC_PRIMARY + DYNAMIC_PRIMARY_ENTITY_CLASSIFICATION over 1024-token cache floor

- Pad DYNAMIC_PRIMARY_INSTRUCTION with three new sections: [SCOPE BOUNDARIES], [SOURCE TEXT INTERPRETATION], [REASONING DISCIPLINE], plus a [WORKED EXAMPLES] block. Estimated tokens: 447 -> 1117 (Sonnet 4.5 …
* Merged in bugfix/postprocessing_date_fix (pull request #996)

Date formatting changes

* Date formatting changes

* Merged dev into bugfix/postprocessing_date_fix


Approved-by: Katon Minhas

* Merged in bugfix/parent-child-rank-orphan-uniqueness (pull request #999)

PC_logic bugfix

* PC_logic bugfix


Approved-by: Katon Minhas

* Merged in feature/document-index (pull request #1005)

Feature/document index

* Add Document Index preprocessing — Layers 1, 2, and 3 wiring

Parse the Textract-emitted Document Index block at the top of each contract
with a single cached LLM call (prompt_document_index) instead of one per-page
call per page. Layer 2 verifies parsed entries via literal string match and
structural regex sweep, escalating suspect pages back to the existing per-page
path. Layer 1+2 failure triggers a full fallback to today's per-page flow.

New symbols:
- preprocessing_funcs.extract_document_index_block — regex slice of index prefix
- preprocessing_funcs.verify_index_against_pages — structural verifier (plain dict return)
- prompt_templates.DOCUMENT_INDEX_INSTRUCTION / DOCUMENT_INDEX — cached prompt pair
- prompt_calls.prompt_document_index — LLM wrapper (usage_label DOCUMENT_INDEX_PARSE)
- config: DOCUMENT_INDEX_PARSE_ENABLED and three threshold flags
- instrumentation: DOCUMENT_INDEX_PARSE mapped to preprocessing segment

one…
* Merged in feature/active-rates (pull request #1004)

Feature/active rates

* initial commit

* Merged in feature/FixplaceholderIssue (pull request #977)

Remove curly braces from echo statements in dev->stg

* Remove curly brances from echo statements in dev->stg

* Removed curly braces in echo statements in feature-> dev gate


Approved-by: Sujit Deokar

* Merged in feature/standardized-services (pull request #958)

Feature/standardized services

* service term standardization

* prompt update

* prompt updates for standardization

* only service standardization

* new file

* add supporting files and test scripts for standardization work

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

* remove old files

* Merge remote-tracking branch 'origin/dev' into feature/standardized-services

* final fixes

* Merged dev into feature/standardized-services

* additional features

* removed  unwanted files

* remove unwanted files

* Merge branch 'dev' into feature/standardized-services

* Merge remote-track…
* Merged in feature/one-to-one-confidence-scoring (pull request #1002)

Feature/one to one confidence scoring

* T1 plumbing: capture per-field confidence + retrieved-chunk metadata for 1:1 HSC fields

Prep work for the 1:1 confidence-scoring stage. No scoring logic yet — this
just collects the inputs the next ticket (rule-based scorer) will consume.

- ONE_TO_ONE_SINGLE_FIELD_TEMPLATE: ask the LLM for confidence (0.0-1.0),
  verdict (correct/uncertain/not_found), and supporting_snippet alongside
  the field value. Existing field parser passes the extra keys through
  unchanged.
- prompt_hsc_single_field: now returns a 4-tuple (name, value, field,
  metadata) where metadata holds the confidence/verdict/snippet plus a
  lightweight summary of which chunks the LLM saw (count + ids).
  _extract_hsc_metadata is defensive: clamps out-of-range confidences,
  defaults a missing/garbage verdict, caps the snippet at 500 chars,
  returns _empty_hsc_metadata() on every bail-out path.
- run_hybrid_smart_chunked_fields: opt…
* Merged in bugfix/confidence-flagged-missing-field-col (pull request #1006)

Fix KeyError in compute_flagged when a *_CONF column has no value sibling

* Fix KeyError in compute_flagged when a *_CONF column has no value sibling

Production hit a hard crash at the end of every run:

    KeyError: "['DYNAMIC_PRIMARY_ENTITIES'] not in index"
    src/qc_qa/confidence/summary.py:143

compute_flagged was iterating over *_CONF columns and unconditionally
indexing the dataframe with both the FILE_NAME column and the stripped
value column. That assumed every <FIELD>_CONF column has a sibling
<FIELD> value column in final_df. That isn't always true: dynamic-primary
features carry only the _CONF side (their value side is dropped by
reorder_columns since it isn't in FIELD_FORMAT_MAPPING but its _CONF
suffix matches the explicit _CONF carve-out). When the model produced a
below-threshold score for one of these and the value column was absent,
pandas .loc raised KeyError and the runner crashed.

Fix:
  - Build the .loc colu…
* Merged in feature/active-rates (pull request #1007)

Feature/active rates

* amendment intent tag

* prompt update

* Merge remote-tracking branch 'origin/dev' into feature/active-rates

* Merge remote-tracking branch 'origin/dev' into feature/active-rates

* Merge branch 'dev' into feature/active-rates

* exhibit standardization updates

* use AARETE_DERIVED_EXHIBIT_TITLE for intent

* active rates stuff

* Merge branch 'dev' into feature/active-rates

* prompt update

* amendment intent types

* active rates logic update

* unit tests

* Merged dev into feature/active-rates

* logic updates

* Merge remote-tracking branch 'origin/dev' into feature/active-rates

* Merge remote-tracking branch 'origin/dev' into feature/active-rates

* updated instrumentation cost logs

* cost loging

* caching updates

* Merge remote-tracking branch 'origin/dev' into feature/active-rates

* Merge remote-tracking branch 'origin/dev' into feature/active-rates

* logging fix

* null check issue fixes

* caching fix


Approved-by…
* Merged in bugfix/stg-to-main-prep (pull request #1012)

Bugfix/stg to main prep

* Merged in dev (pull request #1001)

Dev

* Revert premature merge of bugfix/retire_stale_client_file_processing

PR #959 was merged into dev without approval. This reverts commits
5e143c10, 63f32c41, 849aa626, and 927abcae to restore dev to its
pre-merge state. The changes will be re-submitted via a new PR
after proper review.

* Merged in bugfix/retire_stale_client_file_processing (pull request #961)

Return None for dashboard output when dashboard postprocessing is off

* Return None for dashboard output when dashboard postprocessing is off

FINAL_RESULT_DF_DASHBOARD was initialized as an empty DataFrame even
when RUN_DASHBOARD_POSTPROCESSING was False, causing downstream code
to needlessly process it (reorder_columns, etc). Now returns None
when dashboard is not requested, matching the postprocess() contract.

* Merged dev into bugfix/retire_stale_client_file_processing

* Merge dev (with revert) into feature branch

* Re-ap…
* Merged in bugfix/sync-stg-into-dev-20260518 (pull request #1015)

Merged in dev (pull request #1001)

* Merged in dev (pull request #1001)

Dev

* Revert premature merge of bugfix/retire_stale_client_file_processing

PR #959 was merged into dev without approval. This reverts commits
5e143c10, 63f32c41, 849aa626, and 927abcae to restore dev to its
pre-merge state. The changes will be re-submitted via a new PR
after proper review.

* Merged in bugfix/retire_stale_client_file_processing (pull request #961)

Return None for dashboard output when dashboard postprocessing is off

* Return None for dashboard output when dashboard postprocessing is off

FINAL_RESULT_DF_DASHBOARD was initialized as an empty DataFrame even
when RUN_DASHBOARD_POSTPROCESSING was False, causing downstream code
to needlessly process it (reorder_columns, etc). Now returns None
when dashboard is not requested, matching the postprocess() contract.

* Merged dev into bugfix/retire_stale_client_file_processing

* Merge dev (with revert) into fe…
* Merged in dev (pull request #1016)

Dev

* Merged in bugfix/DAIP2-2823-generic-issue-fixes-one-to-one (pull request #1011)

Bugfix/DAIP2-2823 generic issue fixes one to one

* updated auto renewal ind prompt

* updated CONTRACT_AMENDMENT_NUM prompt

* Merged dev into bugfix/DAIP2-2823-generic-issue-fixes-one-to-one


Approved-by: Praneel Panchigar
Approved-by: Siddhant Medar

* Merged in feature/DAIP2-2698-phase-3-program-product-lob-mapping (pull request #1000)

Feature/DAIP2-2698 phase 3 program product lob mapping

* added missing phase 2 modifications

* added phase 3 modifications

* Fixed acronym issues

* black format fix

* Merged dev into feature/DAIP2-2698-phase-3-program-product-lob-mapping

* standardization fixes

* Merged dev into feature/DAIP2-2698-phase-3-program-product-lob-mapping

* added hyphenated suffix names fix

* black format fix

* standardization fix

* dynamic primary fix

* Merge Dev into feature/DAIP2-2698-phase-3-program-product-lob-mapping

* updated Program Product Standardiza…

Approved-by: Praneel Panchigar
2026-05-19 20:20:43 +00:00
Katon Minhas 0d00d581b1 Merged in DEV (pull request #913)
DEV

* Apply formatting fix

* Merged in DAIP2-1898-one-to-one-issues-filename-tin-auto-renewal-and-contract-title (pull request #888)

DAIP2-1898 one to one issues filename tin auto renewal and contract title

* contract title fixes

* Add instruction to strip hyphens from TIN and NPI

* prompt update

* Merge branch 'bugfix/auto-renewal-term' into bugfix/DAIP2-1699-issue-tracker-fixes-one-to-one-dates-prov-info

* removed print statements

* pipeline error fixed

* signed_ind logic changed

* signatory_ind logic updated

* prompt update

* prompt update

* pipeline error fixed

* Merge branch 'DEV' into bugfix/DAIP2-1699-issue-tracker-fixes-one-to-one-dates-prov-info

* Merge branch 'DEV' into bugfix/DAIP2-1699-issue-tracker-fixes-one-to-one-dates-prov-info

* requested changes applied

* test case added

* prompt update

* contract title prompt update

* prompt update

* Merge branch 'DEV' into DAIP2-1898-one-to-one-issues-filename-tin-auto-renewal-and-contract-title


Approved-by: Siddhant Medar

* Merged in feature/DAIP2-1803-add-aarete-derived-provider-name (pull request #884)

Feature/DAIP2-1803 add aarete derived provider name

* Merged DEV into feature/DAIP2-1562-add-aarete_derived_payer_name

* state logic added in clustering

* removed print statements

* pull request updates

* black format fix

* Merged DEV into feature/DAIP2-1562-add-aarete_derived_payer_name

* added scalability feature and optimization

* black format

* Pull Request Changes

* generalised funcs from aarete derived payer name

* updated remove states and updated docstring for build similarity matrix

* derived payer name functionality added

* config and main file changes

* sync dev into ADD AARETE DERIVED PROVIDER GROUP NAME FULL

* updated derived_provider name

* pipeline fixes

* Merged DEV into feature/DAIP2-1803-add-aarete-derived-provider-name

* config changes

* field name updated to AARETE_DERIVED_PROVIDER_NAME

* Merged DEV into feature/DAIP2-1803-add-aarete-derived-provider-name

* black format fix

* Fix docstr…
* Merged in improve-logging (pull request #886)

Improve logging

* Add timing blocks for comprehensive pipeline logging

- Add timing_utils.timed_block() to key extraction functions in one_to_n_funcs.py:
  - exhibit_level sub-functions (prompt_exhibit_level, dynamic_primary, etc.)
  - reimbursement_level extraction and cleaning
  - breakout functions (methodology_breakout, special_case_breakout)
  - carveout_and_special_case parallel processing
  - one_to_n_cleaning sub-steps (crosswalk, lob_relationship, split_reimb_dates)

- Add timing to dynamic_funcs.py:
  - dynamic_assignment parallel processing

- Add timing to postprocess.py:
  - standard_postprocess, contract_config_postprocess, dashboard_postprocess

- Add timing to preprocess.py:
  - exhibit_chunking sub-steps (get_exhibit_pages, link_exhibit_pages, chunk_by_exhibit)

- Add info-level logging statements for completed operations with row/item counts

* Standardize logging levels and remove deprecated code

DAIP2-1798: Ensure logging statements are at …
* Merged in bugfix/DAIP2-1913-lesser-of-indicator-issues (pull request #889)

Bugfix/DAIP2-1913 lesser of indicator issues

* contract title fixes

* Add instruction to strip hyphens from TIN and NPI

* prompt update

* Merge branch 'bugfix/auto-renewal-term' into bugfix/DAIP2-1699-issue-tracker-fixes-one-to-one-dates-prov-info

* removed print statements

* pipeline error fixed

* signed_ind logic changed

* signatory_ind logic updated

* prompt update

* prompt update

* pipeline error fixed

* Merge branch 'DEV' into bugfix/DAIP2-1699-issue-tracker-fixes-one-to-one-dates-prov-info

* Merge branch 'DEV' into bugfix/DAIP2-1699-issue-tracker-fixes-one-to-one-dates-prov-info

* requested changes applied

* test case added

* prompt update

* contract title prompt update

* prompt update

* Merge branch 'DEV' into DAIP2-1898-one-to-one-issues-filename-tin-auto-renewal-and-contract-title

* handle nested cases of lesser_of and greater_of

* Merge branch 'DEV' into bugfix/DAIP2-1913-lesser-of-indicator-issues

* pi…
* Merged in bugfix/reimb_primary (pull request #890)

Update reimbursement prompts for consistent PMPM handling, time-unit dedup, and validation improvements

* Update reimbursement prompts for consistent PMPM handling, time-unit dedup, and validation improvements

- REIMBURSEMENT_PRIMARY: append unit of measure (PMPM, per visit, etc.) from table headers into REIMB_TERM
- METHODOLOGY_BREAKOUT: collapse mathematically equivalent time-unit rates into single entry
- VALIDATE_REIMBURSEMENTS: add umbrella terms as valid service terms, accept CPT/HCPCS percentage as concrete rate, narrow COB disqualifier to primary subject only

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>


Approved-by: Siddhant Medar

* Merged in feature/update-postprocessing-columns (pull request #893)

move column order to final step

* move column order to final step

* Black


Approved-by: Siddhant Medar

* Merged in bugfix/update-postprocessing-paths (pull request #896)

Update postprocessing paths

* Update postprocessing paths


Approved-by: Siddhant Medar

* Merged in feature/TIN_stats_update (pull request #898)

Feature/TIN stats update

* Tin_stats_report

* black formatting

* minor changes

* black format applied

* Addressed the katons comments

* Merged DEV into feature/TIN_stats_update

* black reformat


Approved-by: Katon Minhas

* Merged main into DEV

* Merged in feature/exhibit-smart-chunking (pull request #883)

Feature/exhibit smart chunking

* exhibit processing per page

* header dict deduplication

* dedup prompt refinment

* refinment for header extraction proecess

* Merge remote-tracking branch 'origin/DEV' into feature/exhibit-smart-chunking

* merge updates

* minor fix

* prompt fix for reimb type

* COB defenition for clear understanding

* black formatting

* remove quit statement

* pipiline test

* pipeline test

* black formatting

* Merge remote-tracking branch 'origin/DEV' into feature/exhibit-smart-chunking

* black formating

* Merge remote-tracking branch 'origin/DEV' into feature/exhibit-smart-chunking

* typo

* PR comment fixes

* exhibit funcs refactored

* black formatting

* Refactor exhibit chunking config into dedicated class

Created ExhibitChunkingConfig class to centralize exhibit smart chunking
configuration parameters (DEFAULT_SUBCHUNK_SIZE, MIN_PARENT_CHUNK_SIZE,
CHUNK_RELEVANCE_THRESHOLD). This improves code organization …
* Merged in bugfix/DAIP2-1870-dynamic-issues (pull request #892)

Bugfix/DAIP2-1870 dynamic issues

* updated list format appending

* fill bill type from claim type cd

* Fixed remaining format fixes

* Merged DEV into bugfix/DAIP2-1870-dynamic-issues

* changed crosswalk mapping from PRODUCT to AARETE_DERIVED_PRODUCT

* Merged DEV into bugfix/DAIP2-1870-dynamic-issues

* updating LOB field values as well from PRODUCT AND PROGRAM

* updated apply crosswalk for reverse mapping

* Merged DEV into bugfix/DAIP2-1870-dynamic-issues

* added QHP and BHP

* removed lob reverse mapping

* Merged DEV into bugfix/DAIP2-1870-dynamic-issues

* Remove Bill Type/Claim Type fill

* Merged DEV into bugfix/DAIP2-1870-dynamic-issues

* Black format

* Merged DEV into bugfix/DAIP2-1870-dynamic-issues


Approved-by: Katon Minhas

* Merged in bugfix/prov_info_json_fixes (pull request #899)

Bugfix/prov info json fixes

* fix: robust PROV_INFO_JSON sanitization and TIN backfill logic

json_utils:
- Add sanitize_prov_info_json with layered parsing (JSON, literal_eval,
  empty-value-after-colon fix, best-effort dict extraction).
- Add _normalize_prov_entries and _prov_value_to_str for uniform
  str-valued output; flatten list values, strip TIN hyphens.
- format_prov_info_json now delegates to sanitize_prov_info_json.

postprocessing_funcs:
- Add fill_prov_info_tin_from_filename_tin for TIN backfill.
- Add validate_and_reformat_date (pipe-wrapped, datetime strings).
- Add format_as_json_list (pipe-delimited, comma-separated, quote
  stripping).

postprocess:
- Integrate new postprocessing helpers into pipeline flow.

postprocess_existing_output:
- Support CSV and Excel input, configurable paths, fillna for CSV.

tests:
- Add test_json_parsers.py for PROV_INFO_JSON parsing coverage.
- Add test_postprocess.py for date/list formatting and defau…
* Merged in bugfix/reimb_primary_issues (pull request #900)

Bugfix/reimb primary issues

* Update lesser of distribution prompt to preserve reimb term langauge

* Added prompt change to extract correct service when there are multiple sub-rates; Updated validate reimb term to prevent filtering out erm with valid rate

* Make reimb primary prompt change

* Revert "Make reimb primary prompt change"

This reverts commit 55f7d73b9cb523097c96ea50b6614c1db53b46d2.


Approved-by: Katon Minhas

* Merged in dtc_report (pull request #902)

Dtc report

* dtc_report_added

* lint format fixed

* Changed regex location call


Approved-by: Katon Minhas

* Merged in feature/historical-cost-analysis (pull request #901)

Feature/historical cost analysis

* Initial commit

* Finalize cost_analysis

* Black format

* Merged DEV into feature/historical-cost-analysis

* Refactor

* Black

* Merged DEV into feature/historical-cost-analysis


Approved-by: Siddhant Medar

* Merged in feature/ai-pr-review-agent (pull request #906)

Add AI code review agent to pull request pipeline

* Add AI code review agent to pull request pipeline

Adds a pull-requests pipeline that runs CI checks (lint, type check,
unit tests) followed by an AI code review step. The AI review uses
OIDC to authenticate with AWS Bedrock - no hardcoded AWS keys. It
clones the code-review-agent repo and posts a review comment on the PR.

* Fix AI code review step: install git in python:3.12-slim image

* Trigger pipeline

* Trigger pipeline

* Trigger pipeline

* Trigger pipeline

* Trigger pipeline

* Trigger pipeline

* Trigger pipeline

* Remove debug token decode line

* Update guide: all checklist items complete, agent working

* Remove guide file from repo

* Trigger pipeline


Approved-by: Katon Minhas

* Merged in DAIP2-1980-aarete-derived-effective-dt-issues (pull request #904)

DAIP2-1980 aarete derived effective dt issues

* fixed earlier of a and b

* prompt update

* prompt shortened

* test changes reverted

* Merge branch 'DEV' into DAIP2-1980-aarete-derived-effective-dt-issues

* test changes reverted

* Merged DEV into DAIP2-1980-aarete-derived-effective-dt-issues

* Fix effective date prompt

* Replace em-dashes with readable version


Approved-by: Katon Minhas

* Merged in feature/DAIP2-2023-eliminate-full-context-processing (pull request #905)

Feature/DAIP2-2023 eliminate full context processing

* testing full context fields

* remove full context processing

* merge Dev with DAIP2-2-23

* full context removal in client codes

* AARETE_DERIVED_PROVIDER_NAME field changes

* Merged DEV into feature/DAIP2-2023-eliminate-full-context-processing

* optimized provider name

* black format fix

* contract title fixes

* PAYER NAME AUTO RENEWAL IND fixes

* Merged DEV into feature/DAIP2-2023-eliminate-full-context-processing

* Merge branch 'DEV' into feature/DAIP2-2023-eliminate-full-context-processing

* Remove prints


Approved-by: Katon Minhas

* Merged in feature/code_optimization (pull request #903)

Feature/code optimization

* Ran Black

* made a small change in code_last_check, fixed so it returns string and not single char

* Made changes to make sure that default_ind postprocess only happens to the cc output and not dashboard

* Merge bugfix/default_ind_postprocess into feature/code_optimization

- Parent-child: child_rank column init and cols_to_keep filter
- Postprocess: default_ind only on cc output
- code_last_check: parser str/list return handling + exception logging
- Prompt: FIELD ASSIGNMENT for code extraction (no CRITICAL prefix)

* More prompt changes and debugging print statements

* Added system to group same service term + bill type cd + claim type cd and then parallelize the code extraction (will improve consistency)

* Revert one-time PROV_INFO_JSON ad hoc logic; retain json_utils and output format

- Remove temporary postprocess step that filled empty TIN in PROV_INFO_JSON from
  FILENAME_TIN (fill_prov_info_tin_from_filename_ti…
* Merged in DAIP2-2121-prov-info-fields-issue-fixes (pull request #908)

empty prov_info_json fixed

* empty prov_info_json fixed

* Merged DEV into DAIP2-2121-prov-info-fields-issue-fixes

* format of PROV_OTHER_TIN fixed

* Revert "format of PROV_OTHER_TIN fixed"

This reverts commit 580847de03265520b1b4fad473bbf38ef1573753.

* formatting and deduplication

* pipeline error fixed

* test cases added

* pipeline error fixed


Approved-by: Katon Minhas

* Merged in feature/context-caching (pull request #909)

Feature/context caching

* Initial commit - context caching for DYNAMIC_PRIMARY

* implement context caching for all relevant prompts

* Remove option to not context cache

* IndentationError fixed

* Merge branch 'DEV' into feature/context-caching

* Merge and format

* Move documentation

* Merged DEV into feature/context-caching

* Update unit tests

* Merged DEV into feature/context-caching

* Update signatures

* Fix test coverage gap


Approved-by: Praneel Panchigar
Approved-by: Karan Desai

* Merged in bugfix/DAIP2-2138-reimbursement-primary-testing (pull request #910)

Bugfix/DAIP2-2138 reimbursement primary testing

* updated table instructions for reimb term extraction

* updated split tables to include header rows

* issue fix

* Merged DEV into bugfix/DAIP2-2138-reimbursement-primary-testing

* black format fix


Approved-by: Katon Minhas

* Merged in feature/doczy_reports (pull request #911)

Feature/doczy reports

* Added post_doczy_reports

* black format fix

* Merged DEV into feature/doczy_reports

* fixed code review


Approved-by: Katon Minhas

* Merged in feature/median-cost-analysis (pull request #912)

Add median

* Add median


Approved-by: Siddhant Medar


Approved-by: Siddhant Medar
2026-03-16 19:39:05 +00:00
Katon Minhas afb6d5185d Merged in feature/lesser-table-caching-refactor-hybrid (pull request #847)
Feature/lesser table caching refactor hybrid

* chore: Remove unused duplicate main.py from shared pipeline

* fix: Correct crosswalk paths in aarete_derived.py

* chore: Remove unused documentation files from fieldExtraction

* docs: Add documentation files to documentation folder

* docs: Update README with uv setup, expanded project structure, and branching conventions

* docs: Add uv installation steps with Ubuntu/WSL emphasis

* Enable prompt caching for all remaining LLM calls

- Add _INSTRUCTION() functions for: EXHIBIT_HEADER, EXHIBIT_LINKAGE,
  EXHIBIT_TITLE_MATCH, DATE_FIX, DERIVED_TERM_DATE, CHECK_PROVIDER_NAME_MATCH,
  SPECIAL_CASE_ASSIGNMENT
- Update all invoke_claude() calls in saas and clover pipelines to use
  cache=True with corresponding _INSTRUCTION() functions
- Add new instructions to get_cacheable_instructions() for cache warming
- Update tests for new instruction functions

Functions now using caching:
- prompt_exhibit_level
- prompt_exhibit_lesser (EXHIBIT_LEVEL_LESSER_OF)
- prompt_fee_schedule_breakout
- prompt_grouper_breakout
- prompt_special_case_assignment
- prompt_exhibit_linkage
- prompt_exhibit_header
- prompt_smart_chunked (ONE_TO_ONE templates)
- prompt_date_fix
- prompt_derived_term_date
- prompt_exhibit_title_match
- provider_name_match_check

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Reorder

* feat: Add bcbs_promise client pipeline with OFFSET_TERM extraction

- Add new bcbs_promise client with HSC-based OFFSET_TERM field extraction
- Extract full paragraph text of offset/recoupment provisions from contracts
- Derive OFFSET_INDICATOR (Y/N) from OFFSET_TERM presence
- Fix reorder_columns to preserve extra columns not in COLUMN_ORDER
- Update QC/QA output path to outputs/qc_qa/

* fix: Update dev deps and test assertions for QC/QA output path

- Add pytest/pytest-mock to dev dependencies for mypy type checking
- Update test assertions to expect outputs/qc_qa instead of qa_qc_output

* style: Apply black formatting to prompt_templates.py

* Merge main, move scripts

* Archive some scripts

* update py version

* remove .py version file

* Remove ASCII characters

* Restore testbed code

* restore tracking

* Update testbed metrics

* Enable prompt caching for CODE_LAST_CHECK, FILL_BILL_TYPE, DUAL_LOB_CHECK, and GROUPER_BREAKOUT

- Add CODE_LAST_CHECK_INSTRUCTION() for service specificity classification
- Add FILL_BILL_TYPE_INSTRUCTION() for bill type code determination
- Add DUAL_LOB_CHECK_INSTRUCTION() for Medicare/Medicaid classification
- Update code_funcs.py to use caching for CODE_LAST_CHECK, FILL_BILL_TYPE, GROUPER_BREAKOUT
- Update postprocessing_funcs.py to use caching for DUAL_LOB_CHECK
- Add new instructions to get_cacheable_instructions() for cache warming
- Add unit tests for new instruction functions

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Fix postprocessing_funcs to remove invalid columns

* Merge branch 'main' into feature/lesser-table-caching-refactor-hybrid

* Revert prompt caching changes from aed1b73c

* update formatting

* Update imports


Approved-by: Sha Brown
Approved-by: Praneel Panchigar
2026-01-26 16:52:55 +00:00