Feature/standardize list formats
* updated unit test for code funcs
* pipeline fixes
* Merge branch 'main' into feature/standardize-list-formats
* black format
* removed duplicates
* Merge remote-tracking branch 'origin/main' into feature/standardize-list-formats
* updated prov other tin npi names to list
* prompt calls code made common for cleints and saas
* final format fixes
* removed pipes
* crosswalk fixes
* Merged main into feature/standardize-list-formats
* dubug dynamic fields
* dynamic format fixes
* dyanmic fields fixes
* removed pipes from the whole code
* fixed provider TIN NPI Name format issues
* bill code issue fix
* pipeline error fixes
* Merge branch 'feature/standardize-list-formats' of https://bitbucket.org/aarete/doczy.ai into feature/standardize-list-formats
* Merged main into feature/standardize-list-formats
* Black format
* pipeline errors fixed
* pipeline fixes page funcs and tinnpi funcs
* qa_qc_utils fix
Approved-by: Katon Minhas
Bugfix/generic dynamic jan26
* Refactor: Extract dynamic primary metrics logic to separate module
- Created src/testbed/dynamic_primary_metrics.py with all dynamic primary field analysis logic
- Moved tally-based analysis functions to new module for better modularity
- Updated testbed_utils.py to import and use functions from dynamic_primary_metrics
- Simplified testbed_metrics_dynamic_only.py to use new module
- Removed unused analyze_dynamic_primary_fields function (400+ lines)
- Added field filtering in match_rows to handle missing columns gracefully
- Minimal changes to testbed_utils.py (~100 lines vs 845 before)
* feat: Add debug print blocks and prompt changes for dynamic primary fields in 1:1 processing
This commit adds prompt changes for when we pass dynamic primary to 1:1 and comprehensive debug logging for dynamic primary fields when they are escalated to 1:1 processing via Hybrid Smart Chunking (HSC) or Full Context methods.
Changes:
- Added debug print blocks in hybrid_smart_chunking_funcs.py to log:
* Retrieval question, context chunks, and final prompt for HSC processing
* Raw LLM output (reasoning + answer) for dynamic primary fields
- Added debug print blocks in prompt_calls.py to log:
* Contract context, final prompt for Full Context processing
* Raw LLM output (reasoning + answer) for dynamic primary fields
- Added FULL_CONTEXT_DYNAMIC_PRIMARY_INSTRUCTION() to prompt_templates.py:
* Provides specific guidance for dynamic primary fields in full context
* Emphasizes extracting values only if they refer to entire contract
* Includes pipe-delimited formatting instructions
- Updated dynamic_fun…
* Ran black, for formatting
* Refine dynamic primary field prompts and add Duals auto-detection
- Enhanced DYNAMIC_ASSIGNMENT_INSTRUCTION with structural boundary rules
- Added exhibit header and subsection context hierarchy for LOB assignment
- Implemented Duals auto-detection in dynamic_primary discovery (Medicare+Medicaid -> Duals)
- Added Duals value formatting instruction to prevent oversimplification
- Commented out DUAL_LOB_CHECK for performance testing
- Removed verbose debug print blocks from HSC and Full Context processing
- Added focused debug print for dynamic assignment raw LLM output
* Remove debug print blocks from pipeline files
- Removed all debug print blocks from file_processing.py (8 blocks)
- Removed all debug print blocks from dynamic_funcs.py (8 blocks)
- Removed debug print block from prompt_calls.py (dynamic assignment)
- DUAL_LOB_CHECK remains commented as requested
- Total: 188 lines of debug code removed
* Merge remote-tracking branch 'origin/main' into bugfix/generic_dynamic_jan26
* Ran black for CI
* Remove update_lob_for_duals
* Merge branch 'DEV' into bugfix/generic_dynamic_jan26
Approved-by: Katon Minhas
Bugfix/row count
* Updated lesser of statements filter; Updated lesser of prompt related to GLOBAL and STANDALONE
* Updated validate reimbursement prompt
* Update lesser of check prompt related to GLOBAL assignment
* Restructured VALIDATE_REIMBURSEMENTS_PROMPT
* Updated reimbursement primary; validate reimbursement prompt
* Updated reimb primary prompt and validate reimb prompt
* Code cleaned up. Updated unittest cases
* Updated validate reimbursement prompt
* Added logging
* Update on validate reimbursement prompt; Code clean up
* Fix Black version conflict in dependencies
* Add Black back to dependencies
* Apply black formatting and update uv.lock
* Resolve conflict
* Merge branch 'DEV' into bugfix/row_count
Approved-by: Katon Minhas
Feature/update caching
* 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
* Apply black formatting to 11 files
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Fix import paths in testbed files
* Merge main into feature/update-caching
* Add SPLIT_REIMB_DATES_INSTRUCTION for prompt caching
* Merged main into feature/update-caching
* Merge remote-tracking branch 'origin/main' into feature/update-caching
* Merge branch 'feature/update-caching' of https://bitbucket.org/aarete/doczy.ai into feature/update-caching
* Add CODE_* instruction functions for prompt caching
* Merged main into feature/update-caching
* Merged main into feature/update-caching
* Maximize prompt caching by moving static content to instructions
- Refactored 12+ prompt functions to move static rules/examples to _INSTRUCTION()
- VALIDATE_REIMBURSEMENTS: Moved 45+ lines of validation rules to instruction
- DATE_FIX: Moved conversion rules and examples to instruction
- EXHIBIT_LEVEL, EXHIBIT_TITLE_MATCH, EXHIBIT_HEADER, EXHIBIT_LINKAGE: Moved rules
- FEE_SCHEDULE_BREAKOUT, GROUPER_BREAKOUT: Moved extraction rules
- CHECK_PROVIDER_NAME_MATCH: Moved matching rules to instruction
- LOB_RELATIONSHIP: Consolidated split instructions
- DERIVED_TERM_DATE: Moved calculation logic to instruction
- DYNAMIC_PRIMARY: Created separate HEADER and TEXT instructions
- Created new REIMB_DATES_ASSIGNMENT_INSTRUCTION with all date rules
- Updated get_cacheable_instructions() with new instruction functions
- Updated all callers in saas, clover, bcbs_promise pipelines
This enables ~90% cost savings via Claude API prompt caching by ensuring
static instruction text is cached and only dynamic content varies.
* Remove Dynamic Primary Header
* Standardize prompt caching across all LLM prompts for ~90% cost savings
Move static content to _INSTRUCTION() functions for caching:
- METHODOLOGY_BREAKOUT: 8 field definitions with resolved valid_values
- FEE_SCHEDULE_BREAKOUT: 3 field definitions
- GROUPER_BREAKOUT: 11 field definitions
- OUTLIER_BREAKOUT: 8 field definitions
- CODE_EXPLICIT: 8 field definitions
- EXHIBIT_HEADER: static header markers list
- CARVEOUT_CHECK: carveout and special case definitions
- SPECIAL_CASE_ASSIGNMENT: task rules and output format
Update callers to use cache=True, instruction, and usage_label params.
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Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Apply black formatting to prompt_templates.py
* Update unit tests for prompt caching changes
- Fix function signatures in tests (METHODOLOGY_BREAKOUT, FEE_SCHEDULE_BREAKOUT, GROUPER_BREAKOUT, CODE_EXPLICIT)
- Add tests for CARVEOUT_CHECK and EXHIBIT_HEADER prompts
- Add TestInstructionFieldContent class to verify instruction functions contain field definitions
- Add tests for CARVEOUT_CHECK_INSTRUCTION and CODE_EXPLICIT_INSTRUCTION
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Refactor instructions to load fields from investment_prompts.json and Constants
Address PR review feedback:
- Add _get_constants() helper for lazy Constants instantiation
- Add _get_fields_text() helper to load fields from investment_prompts.json
- METHODOLOGY_BREAKOUT_INSTRUCTION: Load fields via FieldSet
- FEE_SCHEDULE_BREAKOUT_INSTRUCTION: Load fields via FieldSet
- GROUPER_BREAKOUT_INSTRUCTION: Load fields via FieldSet
- OUTLIER_BREAKOUT_INSTRUCTION: Load fields via FieldSet
- EXHIBIT_HEADER_INSTRUCTION: Load markers from Constants.EXHIBIT_HEADER_MARKERS
- CARVEOUT_CHECK_INSTRUCTION: Load carveouts from Constants.VALID_CARVEOUTS,
special cases from investment_prompts.json
- CODE_EXPLICIT_INSTRUCTION: Keep hardcoded (no code_explicit field_type in JSON)
Update tests to match actual field names from investment_prompts.json.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Merge main into feature/update-caching
* Remove deprecated dynamic_primary_header
* Update CODE_EXPLICIT_INSTRUCTION to load fields from investment_prompts.json
Use field_type=code_primary_breakout to load code fields dynamically.
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
* Merged main into feature/update-caching
* Merge main into feature/update-caching
* Merge branch 'feature/update-caching' of https://bitbucket.org/aarete/doczy.ai into feature/update-caching
Approved-by: Katon Minhas
Bugfix/daip2 1440 contract amendment num to main
* update full context additional instruction for amendment num
* uv formatting done
* remove print statements
* Merged main into bugfix/daip2-1440-contract-amendment-num
* added filename amendment num
* updated pipelines and removed print statements
* Merged main into bugfix/daip2-1440-contract-amendment-num
* code moved to hybrid smart chunking
* Merged main into bugfix/daip2-1440-contract-amendment-num
* Merged main into bugfix/daip2-1440-contract-amendment-num
* removed categorical values from amendment number
Approved-by: Katon Minhas
Feature/chc client
* Add CHC client pipeline with Claims Coding/Editing Determinations extraction
- Add CHC client to pipelines with regex-based extraction
- Create extraction/claims_coding_funcs.py for section extraction
- Add chc_prompts.json with non_prompt field type
- Add CHC_PROMPTS_PATH to config
- Add tests for extraction function (11 test cases)
* Add black[jupyter] for code formatting
* Format testing notebook with black
* Remove unused prompt field from chc_prompts.json
* Merged main into feature/chc-client
Approved-by: Katon Minhas
extract correct provider name to match all TINs
* extract correct provider name to match all TINs
* Merged main into bugfix/provider-name-and-tin
Approved-by: Katon Minhas
added greater_of_ind in methodology breakout
* added greater_of_ind in methodology breakout
* Merged main into bugfix/add-greater_of-in-breakout
Approved-by: Katon Minhas
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
Restructure/facility adjustments group to main
* removed _PCT_RATE and _FEE_RATE in facility adjustment_breakout
* moved facility adjustments term to exhibit level
* added facility adjustmnet breakout
* Merged main into restructure/facility_adjustments_group
* Update breakout
Approved-by: Katon Minhas
Feature/multithreading
* fixes
* Merge main into feature/multithreading
Resolved conflicts:
- Kept timing instrumentation in file_processing.py
- Kept new 3-step Exhibit-based approach for one-to-n processing
- Maintained parallelization improvements (20 workers)
Changes include:
- Timing utils integration for performance monitoring
- Increased max_workers from 5 to 20 across all components
- Parallelized code_breakout and grouper_breakout
- Fixed tin_npi_funcs function call parameters
* Fix max_workers error for empty documents
- Add check to skip parallel processing when no pages exist
- Use min(len(all_page_tasks), 20) to prevent max_workers=0
- Handles edge case of documents with no exhibits or pages
* Fix max_workers=0 errors in one_to_n_funcs
- Add checks before all ThreadPoolExecutor creations
- Prevents errors when processing empty lists:
- carveout_and_special_case
- breakout
- special_case_breakout
- filter_services_without_reimbursements
- run_lob_relationship
- Ensures executor only created when there are items to process
* Reduce code processing parallelism to prevent API throttling
Lower max_workers from 20 to 10 for code_breakout and grouper_breakout
to prevent overwhelming Bedrock API with concurrent requests
* fixed
* Merged main into feature/multithreading
* Move documentation into folder
* Fix logging statements
* Merge branch 'main' into feature/multithreading
* Refactor for clarity
* Update previous exhibit passing logic
* properly simplify exhibits
* Merged main into feature/multithreading
* update conditional for None
* exhibit multithreading changed
* exhibit multithreading changed
* Merge remote-tracking branch 'origin/main' into feature/multithreading
* synced with main
* Parallelize dynamic assignment, refactor HSC field worker, add timing/exhibit unit tests, tidy imports/ignore helpers
* analyze_regression.py edited online with Bitbucket
* count_pages.py edited online with Bitbucket
* compare_regressed_with_baseline.py edited online with Bitbucket
* simple_testbed_compare.py edited online with Bitbucket
* run_testbed_metrics_regressed.py edited online with Bitbucket
Approved-by: Katon Minhas
Bugfix/dynamic issues
* Add debug print statements for dynamic primary field discovery and 1:1 escalation tracking
* Add reimb_term to bill type CD determination context
- Updated fill_bill_type() to accept reimb_term parameter
- Modified FILL_BILL_TYPE prompt to include reimbursement term in context
- First attempt now uses: service term + reimbursement term
- Second attempt uses: service term + reimbursement term + exhibit text
- Updated extract_codes_from_service() to pass REIMB_TERM to fill_bill_type()
* Remove debug print statements from dynamic_funcs.py and file_processing.py
- Removed all DEBUG print statements for dynamic primary discovery
- Removed debug prints for field discovery status and 1:1 escalation evaluation
- Removed debug prints for exhibit level answers and final summaries
- Removed debug comment about one_to_one_fields creation
- Cleaned up all temporary debugging code
* Merge branch 'main' into bugfix/dynamic_issues
* Remove duplicate one_to_one_fields FieldSet initialization from process_file
Approved-by: Katon Minhas
Bugfix/hmk issues
* fix for missing AARETE_DERIVED_LOB
* fix for AARETE_DERIVED_SID
* bugfix in universal_json_load
* bugfix for normalize_state_field
* reimb eff date assignmnet prompt update
* prompt update for missing reimb terms
* Merged main into bugfix/hmk-issues
* test case for universal_json_loads
* reveresed the prompt update for missing reimb
* prompt fix for reimb dates
Approved-by: Katon Minhas
bugfix/carveout to main
* removed specific service in base covered
* Merged main into bugfix/carveout
* Merged main into bugfix/carveout
Approved-by: Katon Minhas
Bugfix/bill type code fixes
* Fix LOB_PROGRAM_RELATIONSHIP extraction and preserve debugging code
- Add format requirements to LOB_RELATIONSHIP_INSTRUCTION for proper caching
- Strengthen LOB_RELATIONSHIP prompt with explicit pipe delimiter requirements
- Preserve all DEBUG blocks and print statements in dynamic_funcs.py and file_processing.py
- Update crosswalk mappings and gitignore
- Ensure format instructions are cached at API level to prevent missing pipe delimiters
* Merge main into bugfix/dynamic_issuefixes
Resolved merge conflicts in:
- fieldExtraction/src/investment/dynamic_funcs.py (merged debug print statements)
- fieldExtraction/src/investment/file_processing.py (merged debug statements and exhibit inheritance code)
All conflicts resolved successfully.
* Update FILL_BILL_TYPE prompt with place-of-service priority and optional exhibit_text
- Add optional exhibit_text parameter to FILL_BILL_TYPE function
- Update instructions to prioritize place-of-service over service-only terminology
- Add new examples: 'home dialysis' and 'dialysis' while keeping original examples
- Add conditional exhibit context section when exhibit_text is provided
- Maintains backward compatibility (exhibit_text defaults to None)
Ref: PLAN_BILL_TYPE_CD_IMPROVEMENTS.md
* Implement two-step bill type CD determination with exhibit text fallback
- Add EXHIBIT_TEXT to answer_dict in combine_one_to_n() for contextual analysis
- Update fill_bill_type() to use two-step approach:
1. First attempt: service term only (no exhibit text)
2. Second attempt: service term + exhibit text (only if first fails)
- Update extract_codes_from_service() to pass exhibit_text to fill_bill_type()
- Add debug print when full exhibit text context is used
- More efficient: only makes second LLM call when service term alone fails
Ref: PLAN_BILL_TYPE_CD_IMPROVEMENTS.md
* Remove debug print statement and merge main into bill_type_code_fixes
- Remove debug print statement from fill_bill_type() in code_funcs.py
- Merge latest changes from main branch
- Includes updates to prompt_templates.py (payer_name parameter)
- Includes updates to file_processing.py (provider info ordering)
- Includes updates to aarete_derived.py, crosswalk mappings, and tin_npi_funcs
* Remove remaining debug print statements from dynamic_funcs.py and file_processing.py
Approved-by: Katon Minhas
Bugfix/derived lob changes
* Fix LOB_PROGRAM_RELATIONSHIP extraction and preserve debugging code
- Add format requirements to LOB_RELATIONSHIP_INSTRUCTION for proper caching
- Strengthen LOB_RELATIONSHIP prompt with explicit pipe delimiter requirements
- Preserve all DEBUG blocks and print statements in dynamic_funcs.py and file_processing.py
- Update crosswalk mappings and gitignore
- Ensure format instructions are cached at API level to prevent missing pipe delimiters
* Merge main into bugfix/dynamic_issuefixes
Resolved merge conflicts in:
- fieldExtraction/src/investment/dynamic_funcs.py (merged debug print statements)
- fieldExtraction/src/investment/file_processing.py (merged debug statements and exhibit inheritance code)
All conflicts resolved successfully.
* Fix AARETE_DERIVED_LOB to merge values from all crosswalks (PROGRAM and PRODUCT)
- Updated fill_na_mapping to always check both AARETE_DERIVED_PROGRAM and PRODUCT crosswalks
- Merges unique values from all sources (existing, PROGRAM, PRODUCT) instead of only filling when empty
- Ensures Duals is included when PRODUCT contains Molina Medicare Options Plus
- Deduplicates and sorts values before pipe-delimiting
- Each row processed individually for correct LOB assignment per reimbursement term
* Merged main into bugfix/derived_lob_changes
Approved-by: Katon Minhas
Bugfix/prov info issues
* Initial commit
* Passed payer name to tin npi llm call to avoid assigning tin npi to payer
* Removed record that contains NO_IDENTIFIERS_FOUND from PROV_INFO_JSON
* Updated unit test for test_tin_npi_funcs
* Changed name check code back to original to be consistent
* Updated test_tin_npi_funcs.py to pass in payer_name in functions
* Add fix to unit test
* Updated output in unit tests
* Merged main into bugfix/prov-info-issues
Approved-by: Katon Minhas
Bugfix/one to one and prov info
* Add post-processing logic to update PROV_INFO_JSON if needed; Updated prompt to verify the number of digitis in TIN and NPI
* Added update_prov_info_with_group_name to postprocessing_funcs.py
* Updated FIRST_PAGE_PROVIDER_NAME_TEMPLATE to ask LLM to explain resoning before answering
* Updated logic to use LLM to check if provider name matches
* Use only Hybrid Smart Chunking to get provider group name
* Cleaned up code
* Removed commented out code
* Updated unit test
* Merged main into bugfix/one_to_one_and_prov_info
* Edited prompt to distinguish provider names and to enclose answer in pipes
* Updated test_tin_npi_funcs
Approved-by: Katon Minhas
Fix LOB_PROGRAM_RELATIONSHIP extraction and preserve debugging code
* Fix LOB_PROGRAM_RELATIONSHIP extraction and preserve debugging code
- Add format requirements to LOB_RELATIONSHIP_INSTRUCTION for proper caching
- Strengthen LOB_RELATIONSHIP prompt with explicit pipe delimiter requirements
- Preserve all DEBUG blocks and print statements in dynamic_funcs.py and file_processing.py
- Update crosswalk mappings and gitignore
- Ensure format instructions are cached at API level to prevent missing pipe delimiters
* Merge main into bugfix/dynamic_issuefixes-clean and remove all debug print statements
* Remove redundant one_to_one_fields initialization to match main
Approved-by: Katon Minhas
Feature/cross exhibit dynamic
* Merge branch 'feature/deprecate-haiku-3' into feature/1toN-Optimization
* fix over-filtering of lesser of
* Merged in bugfix/UT-methodology-breakout (pull request #794)
Bugfix/UT methodology breakout
* updated valid values for AARETE_DERIVED_REIMB_METHOD
* removed example reimbursements
* prompt update
* prompt update
* Merged feature/1toN-Optimization into bugfix/nv_issue_fixes
* add service term in mb prompts
* Merged feature/1toN-Optimization into bugfix/UT-methodology-breakout
* print statement removed
* Merge branch 'bugfix/UT-methodology-breakout' of https://bitbucket.org/aarete/doczy.ai into bugfix/UT-methodology-breakout
* primary prompt update
* remove duplicate prompt
Approved-by: Katon Minhas
* Merge branch 'main' into feature/1toN-Optimization
* Merge branch 'main' into feature/1toN-Optimization
* Update preprocessing to make the exhibit_chunk_mapping start at first page
* Merge remote-tracking branch 'origin/feature/1toN-Optimization' into cross-exhibit-dynamic
* Address merge request comments: refactor prompt templates and logging
- Make DYNAMIC_PRIMARY_TEXT LOB-specific instructions conditional (only show when field_name is LOB)
- Remove MEDICAID FEE SCHEDULE point from DYNAMIC_ASSIGNMENT (point #2)
- Generalize SERVICE_TERM context guidance to apply to all fields (LOB, PROGRAM, NETWORK, PRODUCT)
- Refactor proximity guidance to emphasize contextual connection over strict section boundaries
- Update point #1 to explicitly prevent inferring LOB from Programs alone
- Change exhibit inheritance logging from info to debug level
* Move function to one_to_n_funcs
* Merge row_funcs.py changes from feature/cross-exhibit-dynamic
* Merged feature/1toN-Optimization into feature/cross-exhibit-dynamic
* Merged in bugfix/UT-grouper-issues (pull request #796)
Bugfix/UT grouper issues
* updated valid values for AARETE_DERIVED_REIMB_METHOD
* removed example reimbursements
* prompt update
* prompt update
* Merged feature/1toN-Optimization into bugfix/nv_issue_fixes
* add service term in mb prompts
* Merged feature/1toN-Optimization into bugfix/UT-methodology-breakout
* print statement removed
* Merge branch 'bugfix/UT-methodology-breakout' of https://bitbucket.org/aarete/doczy.ai into bugfix/UT-methodology-breakout
* primary prompt update
* prompt update
* Merge remote-tracking branch 'origin/feature/1toN-Optimization' into bugfix/UT-grouper-issues
* removed temp changes
* removed temp changes
* Update reimb primary
Approved-by: Katon Minhas
* Merged in bugfix/validation_fixes (pull request #795)
bugfix/validation_fixes to feature/1toN-Optimization
* updated validation of clean claims reimbursement
* Merged feature/1toN-Optimization into bugfix/validation_fixes
Approved-by: Katon Minhas
* Merge branch 'feature/1toN-Optimization' into feature/cross-exhibit-dynamic
* Re-add dynamic codes and reimb-info
* Re-structure empty reimbursement prompt
* Fix lesser of check overfiltering
* Merged feature/1toN-Optimization into feature/cross-exhibit-dynamic
* Update LOB inference logic and prompt guidance
- Revert DYNAMIC_PRIMARY_TEXT to original template (remove LOB-specific conditional section)
- Add explicit guidance in DYNAMIC_ASSIGNMENT: presence of Medicaid programs does NOT imply LOB is Medicaid
- Update get_dynamic_one_to_one_fields to only check AARETE_DERIVED_LOB (not raw LOB) when skipping PROGRAM/PRODUCT/NETWORK
* Fix LOB_PROGRAM_RELATIONSHIP extraction: add pipe format instructions to LOB_RELATIONSHIP_INSTRUCTION
* Update Fidelis Essential Plan mappings in crosswalk_product_lob.json
- Add mappings for Essential Plan variants (Aliessa, EP-QHP, EP, Essential Plan)
- Essential Plan Aliessa and EP Aliessa map to Medicaid
- EP-QHP maps to Commercial
- EP and Essential Plan map to Medicaid|Commercial
* Remove debug logging statements from prompt_lob_relationship
* Merge main into feature/cross-exhibit-dynamic: resolved conflicts, removed debug statements, synced prompt_templates.py with main
* Sync non-exhibit-merge files with main before merge
* Remove test.py to match main
Approved-by: Katon Minhas
Bugfix/cpt codes
* formatting fix for revenue_cd
* format fix for procedure_codes
* bugfix for revenue_codes
* working version from code main
* code formatting from main and code main
* removed dubug prints
* removed local file paths
* standardize state fields
* updated test scenerios
* minor fix
* Merge branch 'main' into bugfix/cpt-codes
merging main into cpt code fix
* checks for all fields
* reused is_empty functionality
* moved normalize_to_json_list to utils
* Merge branch 'main' into bugfix/cpt-codes
merging upto date main
* minor touches
* pytest fix
Approved-by: Katon Minhas
Katon Minhas