1837 Commits

Author SHA1 Message Date
Katon Minhas 6f8f7d7b47 Merged in feature/cache-field-split (pull request #751)
Cache only for necessary prompts

* Cache only for necessary prompts

* Merged main into feature/cache-field-split

* Merged main into feature/cache-field-split


Approved-by: Faizan Mohiuddin
2025-10-29 17:23:25 +00:00
VenkataKrishna Reddy Avula 813fce1a04 Merged in bugfix/provider_other_name (pull request #754)
bugfix/provider_other_name to main

* updated provider name prompt


Approved-by: Katon Minhas
2025-10-29 14:06:25 +00:00
Katon Minhas d1c6cf74f9 Merged in feature/rename-aarete-derived-sid (pull request #753)
Rename to AARETE_DERIVED_SID

* Rename to AARETE_DERIVED_SID


Approved-by: Karan Desai
2025-10-28 20:40:43 +00:00
VenkataKrishna Reddy Avula 48c2d1ad51 Merged in bugfix/claim_type_cd (pull request #749)
Bugfix/claim type cd to main

* test claim type cd

* Merged main into bugfix/claim_type_cd

* updated claim type prompt

* updated prompt

* empty one to n results initiated

* remove print statements

* src/investment/prompt_calls.py

* full context prompt update


Approved-by: Katon Minhas
2025-10-27 16:22:43 +00:00
Katon Minhas cc3c7a7ae2 Merged in refactor/add-doc-classification (pull request #745)
Add document classification

* Add document classification

* Update state-specific classification

* Merge branch 'main' into refactor/add-doc-classification

* Merge branch 'main' into refactor/add-doc-classification

* functional for null state

* standardize output name


Approved-by: Karan Desai
2025-10-24 19:14:13 +00:00
Karan Desai 8b4eadfa3f Merged in feature/attach_sid (pull request #747)
new functionality to generate SID

* new functionality to generate SID

* replacing xx with '' if new col created
* Merged main into feature/attach_sid


Approved-by: Katon Minhas
2025-10-24 18:50:39 +00:00
Mayank Aamseek eae705a3a6 Merged in bugfix/ut-carveout-fixes (pull request #746)
Bugfix/ut carveout fixes

* carveout definition change

* carveout definition change

* chargemaster removed

* Merged main into bugfix/ut-carveout-fixes

* chargemaster removed

* Merge branch 'bugfix/ut-carveout-fixes' of https://bitbucket.org/aarete/doczy.ai into bugfix/ut-carveout-fixes


Approved-by: Katon Minhas
2025-10-24 17:50:22 +00:00
VenkataKrishna Reddy Avula fab4236c0e Merged in bugfix/prov_tin_npi_name_issues (pull request #743)
bugfix/prov_tin_npi_name_issues to main

* updated provider group full name

* removed print statements

* Merged main into bugfix/prov_tin_npi_name_issues


Approved-by: Katon Minhas
2025-10-23 20:13:51 +00:00
Katon Minhas fe028eda88 Merged in hotfix/one-to-one-missing (pull request #744)
Return one_to_one results if one_to_n is empty

* Return one_to_one results if one_to_n is empty


Approved-by: Sha Brown
Approved-by: Karan Desai
2025-10-23 19:57:11 +00:00
Katon Minhas 23af15306b 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
2025-10-22 16:46:28 +00:00
VenkataKrishna Reddy Avula 3caf0d8341 Merged in bugfix/termination_dt (pull request #742)
bugfix/termination_dt to main

* updated termination_dt prompt

* removing duplicate group names


Approved-by: Katon Minhas
2025-10-22 15:22:23 +00:00
Mayank Aamseek 3027d8e1d5 Merged in bugfix/mi-reimb-terms (pull request #740)
Bugfix/mi reimb terms

* test changes

* logging added

* Merge branch 'main' into bugfix/generic-reimb-terms

* parsing fixes

* fix missing reimbursements

* make service terms unique by adding additional context

* Merge branch 'main' into bugfix/mi-reimb-terms

* remomoving test changes

* remomoving test changes

* remomoving test changes

* test case for universal_json_load added


Approved-by: Katon Minhas
2025-10-22 15:21:43 +00:00
VenkataKrishna Reddy Avula 775d7eb1fb Merged in bugfix/code_breakout_rev (pull request #739)
bugfix/code_breakout_rev to main

* added methodology to code explicit

* pipeline fixes

* Merged main into bugfix/code_breakout_rev

* Remove prints


Approved-by: Katon Minhas
2025-10-16 21:49:33 +00:00
Faizan Mohiuddin f736bde987 Merged in feature/prompt-caching (pull request #737)
Feature/prompt caching

* caching implemented

* caching

* Merge branch 'main' into feature/prompt-caching

* Merged main into feature/prompt-caching

* Merged main into feature/prompt-caching

* caching

* fixed lob

* Merged main into feature/prompt-caching


Approved-by: Katon Minhas
2025-10-16 20:32:00 +00:00
VenkataKrishna Reddy Avula 64287a2c21 Merged in bugfix/molina_nv_reimb_method_issues (pull request #738)
Bugfix/molina nv reimb method issues to main

*  added asc and apc full forms in prompt

* updated grouper instructions for reimb method

* updated reimb method prompt

* Merged main into bugfix/molina_nv_reimb_method_issues


Approved-by: Katon Minhas
2025-10-15 15:24:22 +00:00
Mayank ab0c570f54 changes reversed 2025-10-15 13:41:12 +00:00
Mayank f5dc3d82a1 logging added 2025-10-15 13:39:07 +00:00
Katon Minhas 169bbf2773 Merged in bugfix/process-only-after-title (pull request #736)
Bugfix/process only after title

* Update print

* Update exhibit dict creation

* Detect Participating Provider Agreement

* Remove test file

* Merged main into bugfix/process-only-after-title

* Merged main into bugfix/process-only-after-title


Approved-by: Faizan Mohiuddin
2025-10-13 19:03:31 +00:00
Sha Brown c56270c951 Merged in feature/field_type_config (pull request #731)
Feature/field type config

* Added field type procesing conditional logic

* Updated field type naming convention in config.py; Updated date_postprocessing to avoid column key missing issue

* Cleaned up code; Move merging functionality to one to one processing block

* Merged main into feature/field_type_config


Approved-by: Katon Minhas
2025-10-13 18:54:10 +00:00
Katon Minhas a7090c8327 Merged in bugfix/ut-issues (pull request #733)
Bugfix/ut issues

* Update exhibit linking

* prompt_calls refactor

* remove test

* Add Healthy Kids Program

* Move Healthy Kids to UT specifically

* Remove header check from Dynamic process

* Merged main into bugfix/ut-issues

* prep for merge

* remove deprecated tests

* Merged main into bugfix/ut-issues

* Merged main into bugfix/ut-issues


Approved-by: Faizan Mohiuddin
2025-10-10 20:47:13 +00:00
Mayank Aamseek 82c2643842 Merged in bugfix/stoploss-carveout (pull request #735)
Bugfix/stoploss carveout

* stoploss and carveout fixes

* stoploss and carveout fixes

* prompt update

* Merged main into bugfix/stoploss-carveout


Approved-by: Katon Minhas
2025-10-10 18:09:34 +00:00
VenkataKrishna Reddy Avula 81c4813695 Merged in bugfix/grouper_cd_and_rev_cd (pull request #734)
bugfix/grouper_cd_and_rev_cd to main

* updated code explicit prompt template


Approved-by: Katon Minhas
2025-10-10 16:42:55 +00:00
VenkataKrishna Reddy Avula 8ec2561a68 Merged in bugfix/special-cases (pull request #716)
Bugfix/special cases to Main

* prompt update

* Merge branch 'main' into bugfix/json_and_unit_of_measure

* minor bugfix

* minor bugfix

* prompt update for outlier rate

* added outlier testing jupyter notebook

* Remove special case from any empty

* updated outlier breakout prompt

* Merged main into bugfix/special-cases

* reimb_method minor fix

* Merged main into bugfix/special-cases

* bugfix field to add dynamic funcs

* merged with main

* latest outlier changes

* Merged main into bugfix/special-cases

* added table guidelines for special case primary

* updated special case primary prompt

* Merged main into bugfix/special-cases

* updated special case primary table handling

* merged main into bugfix special cases

* Merged main into bugfix/special-cases

* Remove test notebooks from tracking

* trying out pipeline fix

* reverted chnages

* pipeline fix


Approved-by: Katon Minhas
2025-10-10 16:41:23 +00:00
Katon Minhas 3ca9d5b084 Merged in feature/update-exhibit-linking (pull request #732)
Feature/update exhibit linking

* Update exhibit linking

* prompt_calls refactor

* remove test


Approved-by: Karan Desai
2025-10-09 18:41:36 +00:00
VenkataKrishna Reddy Avula bb7404ed62 Merged in bugfix/utah_grouper_issues (pull request #730)
updated grouper reimb method and grouper type prompt

* updated grouper reimb method and grouper type prompt

* updated reimb method prompt


Approved-by: Katon Minhas
2025-10-09 15:26:59 +00:00
Katon Minhas 6aaa399171 Merged in bugfix/nv-issues (pull request #729)
Bugfix/nv issues

* remove non-prompted fields

* Update prompt template

* remove space

* Update reimbursement primary cleaning prompt


Approved-by: Faizan Mohiuddin
2025-10-08 21:56:51 +00:00
VenkataKrishna Reddy Avula cb6c58f8f3 Merged in bugfix/molina_nv_prov_info_issues (pull request #728)
Bugfix/molina nv prov info issues to main

* updated tin and npi pattern

* updated relevant pages search


Approved-by: Katon Minhas
2025-10-08 15:30:19 +00:00
Katon Minhas ebc7960dbd Merged in bugfix/mi-issue-fixes (pull request #727)
Bugfix/mi issue fixes

* Update mapping to allow for , or | lists

* Pipe-separation for full-context

* Update VALIDATE_REIMBURSEMENTS

* Designate Provider Submission Form as cover sheet language - make cover sheet detection more efficient

* remove deprecated functions

* remove test


Approved-by: Faizan Mohiuddin
2025-10-07 21:59:31 +00:00
Katon Minhas a910f27cd2 Merged in bugfix/mi-dynamic (pull request #726)
Bugfix/mi dynamic

* Refactor - split out one_to_n_cleaning

* Rework postprocess

* Update postprocessing - fill dynamic values if there is only 1 non-empty value

* Update to use string_utils

* Group by AARETE_DERIVED_LOB as well

* Update crosswalk mapping to handle | lists

* Update constants - run with MI flag


Approved-by: Siddhant Medar
2025-10-07 15:06:10 +00:00
VenkataKrishna Reddy Avula 354bb1c9ce Merged in bugfix/molina_tracker_issues (pull request #724)
bugfix/molina_tracker_issues to main

* provider name updated prompt

* updated provider name prompt

* Merged main into bugfix/molina_tracker_issues


Approved-by: Katon Minhas
2025-10-06 14:56:20 +00:00
Mayank Aamseek 984a3ba106 Merged in bugfix/remaining-breakout-issues (pull request #725)
remaining grouper version issue fixed

* remaining grouper version issue fixed


Approved-by: Katon Minhas
2025-10-06 14:09:10 +00:00
Mayank Aamseek bb34b0292f Merged in bugfix/methodology-breakout (pull request #723)
Bugfix/methodology breakout

* moved carveout after methodology breakout

* Merge branch 'main' into bugfix/methodology-breakout

* fixed unit_of_measure issues

* carveout_cd fixes

* pipeline error fix

* Merged main into bugfix/methodology-breakout


Approved-by: Katon Minhas
2025-10-03 18:51:30 +00:00
VenkataKrishna Reddy Avula 759f54d687 Merged in bugix/provider_info_tracker_issues (pull request #722)
bugfix/provider_info_tracker_issues to main

* updated signature page prompt


Approved-by: Katon Minhas
2025-10-03 18:49:25 +00:00
Katon Minhas ea222522ba Merged in bugfix/nv-issue-fixes (pull request #721)
Bugfix/nv issue fixes

* Add Dialysis to ancillary services list

* remove print

* Merge branch 'main' into bugfix/nv-issue-fixes

* Remove print


Approved-by: Alex Galarce
2025-10-02 18:59:49 +00:00
Alex Galarce 9cadef9795 Merged in feature/one-to-one-funcs-docs-and-cleanup (pull request #720)
Feature/one to one funcs docs and cleanup

* Refactor imports and remove unused filter_payer_from_providers function

* Update docstring for date_postprocessing function to clarify processing steps

* Augment docstrings for check_and_update_effective_date and run_full_context_fields

* Enhance docstring for one_to_one_breakout function to clarify processing steps and side effects

* remove unused import and augment docstrings


Approved-by: Katon Minhas
2025-10-02 17:02:17 +00:00
Katon Minhas b6f1b8d523 Merged in bugfix/network-mapping (pull request #719)
Update mapping to detect if field is aarete_derived

* Update mapping to detect if field is aarete_derived

* Merged main into bugfix/network-mapping


Approved-by: Alex Galarce
2025-10-01 19:42:07 +00:00
Katon Minhas fef60880e9 Merged in bugfix/claim-type-cd (pull request #718)
update mapping values

* moved carveout after methodology breakout


Approved-by: Alex Galarce
2025-10-01 17:27:04 +00:00
Alex Galarce 674add9a3e Merged in feature/black-and-isort (pull request #717)
Feature/black and isort

* black and isort constants

* black and isort codes

* black and isort crosswalks

* black and isort investment

* black and isort prompts

* isort testbed

* isort tracking

* black and isort utils

* poetry and black tests


Approved-by: Katon Minhas
2025-09-30 20:56:02 +00:00
Alex Galarce ae4eda6f25 Merged in feature/one-to-n-docs (pull request #715)
Feature/one to n docs

* Refactor function signatures and improve imports in one_to_n_funcs.py

* Enhance type hints and documentation for carveout_check and methodology_breakout functions

* Add docstring to methodology_breakout_secondary function for clarity on parameters and return values

* Add docstring to special_case_breakout function for clarity on parameters and return values

* Enhance docstring for deduplicate_with_accumulator function to clarify behavior and parameters

* Enhance docstring for filter_services_without_reimbursements function to clarify validation process and answer structure

* Enhance docstring for filter_services_without_reimbursements function to clarify filtering criteria and validation process

* Enhance docstring for split_compound_reimbursements function to clarify the splitting process and provide an example

* Enhance docstring for split_reimb_dates function to clarify date processing, parameters, return values, and provide an example

* Remove unused regex import from one_to_n_funcs.py

* Remove unused Delimiter import from one_to_n_funcs.py


Approved-by: Katon Minhas
2025-09-30 14:04:47 +00:00
Katon Minhas b788ffc352 Merged in bugfix/dynamic (pull request #714)
Bugfix/dynamic

* Update MA-SNP

* Update LOB relationship prompt

* Update lob-relationship prompt

* Remove test

* Remove print

* revert lob relatinoship function

* Merged main into bugfix/dynamic

* Update prompt_call


Approved-by: Alex Galarce
2025-09-29 16:13:01 +00:00
Alex Galarce 0562b90646 Merged in feature/io-utils-docs (pull request #713)
io_utils documentation

* add docstring to read_local function and handle file read errors gracefully by returning None on failure

* update read_local function to support .xlsx files and improve error handling

* add docstring to read_s3 function to clarify its purpose and return value

* refactor read_s3 and read_s3_csv functions to improve error handling and add type hints

* improve error handling in read_s3_csv function for CSV file parsing

* enhance read_input function with error handling and detailed docstring

* Add TODOs for read_input_csv and filter_already_processed functions; add type hints and docstring for remove_txt_extension

* enhance write_local function documentation; make docstrings more consistent when there is a "notes" section

* enhance write_local and write_s3 functions; improve documentation, add error output type handling, and ensure consistent CSV writing options

* refactor test_io_utils.py; reorganize imports and enhance read_input_local test with additional mock for file existence


Approved-by: Katon Minhas
2025-09-26 20:47:55 +00:00
VenkataKrishna Reddy Avula 814d3e0636 Merged in bugfix/provider_info (pull request #710)
Bugfix/provider info to refactor/one-to-n

* Applied suggestion to fieldExtraction/src/prompts/investment_prompts.json
* update unit test

* Update Carveout IND and Default IND logic

* Split out exhibit-level lesser

* Bugfix

* update lesser of exhibit prompt

* Bugfix

* exhibit lesser of varible name bugfix

* Update exhibit lesser of passing

* Update Exhibit-level prompt template

* Shorten full_context prompt length if the questions are long

* Special case assignment index

* Resolve unit tests

* updated UC IND prompt

* Remove print

* update one-to-n unit test

* added dot based date example

* updated date fix prompt

* Merged in bugfix/json_error_and_unit_of_measure (pull request #708)

Bugfix/json error and unit of measure

* json parser fixes and prompt changes

* universal json load fixed

* json error fixed

* json error fixed 2

* Merged refactor/one-to-n into bugfix/json_error_and_unit_of_measure


Approved-by: Katon Minhas

* added new tin format

* updated signature page prompt

* updated tin search and tin duplication

* Merge remote-tracking branch 'origin/main' into bugfix/provider_info

* extended duplicate logic to npi and names

* Merged main into bugfix/provider_info


Approved-by: Katon Minhas
2025-09-25 16:48:23 +00:00
Mayank Aamseek 4651248ca3 Merged in bugfix/json_and_unit_of_measure (pull request #709)
json parsing fix

* OUTLIER_TERMS-->OUTLIER_TERM standardization

* Applied suggestion to fieldExtraction/src/prompts/investment_prompts.json
* update unit test

* Update Carveout IND and Default IND logic

* Split out exhibit-level lesser

* Bugfix

* update lesser of exhibit prompt

* Bugfix

* exhibit lesser of varible name bugfix

* Update exhibit lesser of passing

* Update Exhibit-level prompt template

* Shorten full_context prompt length if the questions are long

* Special case assignment index

* Resolve unit tests

* updated UC IND prompt

* Remove print

* update one-to-n unit test

* added dot based date example

* updated date fix prompt

* Merged in bugfix/json_error_and_unit_of_measure (pull request #708)

Bugfix/json error and unit of measure

* json parser fixes and prompt changes

* universal json load fixed

* json error fixed

* json error fixed 2

* Merged refactor/one-to-n into bugfix/json_error_and_unit_of_measure


Approved-by: Katon Minhas

* json parsing fix

* prompt update

* Merge branch 'main' into bugfix/json_and_unit_of_measure

* minor bugfix

* minor bugfix


Approved-by: Alex Galarce
2025-09-25 14:16:56 +00:00
Katon Minhas f12d753b92 Merged in bugfix/fee-schedule (pull request #712)
Bugfix/fee schedule

* Initialize grouper pct and base rate prmopts

* Update postprocessing

* Merged main into bugfix/fee-schedule

* Prep for merge


Approved-by: Alex Galarce
2025-09-24 22:05:54 +00:00
Alex Galarce c5af046cde Merged in feature/improve-logging-docs (pull request #711)
Feature/improve logging docs

* Enhance PerFileHandler documentation and functionality for improved logging context management

* Add more docuementation

* Update logging_utils.py documentation for clarity and usage examples

* Enhance logging comments for clarity on per-file logging setup and concurrent processing

* Enhance logging comments for clarity on per-file logging context and its implications


Approved-by: Katon Minhas
2025-09-24 21:31:38 +00:00
Katon Minhas 1050287397 Merged in refactor/one-to-n (pull request #702)
Refactor/one to n

* remove print

* Update logging for fsbreakout and grouper breakout

* Additional type hints

* updated special case primary

* Remove deprecated special case check

* OUTLIER_TERMS-->OUTLIER_TERM standardization

* Applied suggestion to fieldExtraction/src/prompts/investment_prompts.json
* update unit test

* Update Carveout IND and Default IND logic

* Split out exhibit-level lesser

* Bugfix

* update lesser of exhibit prompt

* Bugfix

* exhibit lesser of varible name bugfix

* Update exhibit lesser of passing

* Update Exhibit-level prompt template

* Shorten full_context prompt length if the questions are long

* Special case assignment index

* Resolve unit tests

* updated UC IND prompt

* Remove print

* update one-to-n unit test

* added dot based date example

* updated date fix prompt

* Merged in bugfix/json_error_and_unit_of_measure (pull request #708)

Bugfix/json error and unit of measure

* json parser fixes and prompt changes

* universal json load fixed

* json error fixed

* json error fixed 2

* Merged refactor/one-to-n into bugfix/json_error_and_unit_of_measure


Approved-by: Katon Minhas


Approved-by: Alex Galarce
2025-09-24 15:56:27 +00:00
VenkataKrishna Reddy Avula a9318cf1d2 Merged in bugfix/provider_info_tracker_issues (pull request #706)
Bugfix/provider info tracker issues to main

* testing TIN AND NPI

* print statements added

* updated condition for header and footer tin and npi check

* tin testing for hyphen format

* removed print statements

* updated comments


Approved-by: Katon Minhas
2025-09-15 13:59:36 +00:00
Alex Galarce ffb4e07c89 Merged in bugfix/reimb-term-issues (pull request #705)
Add time-based rate handling rules and update section labels in prompt templates

* Add time-based rate handling rules and update section labels in prompt templates

* Add mapping for MyCare Ohio in crosswalk_program.json and update state mapping for Ohio in crosswalk_program_lob.json

* Update test parameters and state configuration in testing notebook

* Update exhibit-wide payment constraint prompt to exclude administrative processing language

* Merge remote-tracking branch 'origin/main' into bugfix/reimb-term-issues

* Refine exhibit-wide payment constraint prompt to clarify extraction criteria and examples

* Enhance exhibit-wide payment constraint prompt with guidance for abbreviated terms and clarify acceptable constraints

* Update SERVICE_TERM prompt to specify healthcare services and clarify extraction criteria


Approved-by: Katon Minhas
2025-09-11 21:06:52 +00:00
VenkataKrishna Reddy Avula 760171c084 Merged in bugfix/methodology_breakout_tracker_issue_fixes (pull request #703)
Bugfix/methodology breakout tracker issue fixes to main

* fee schedule prompt change

* Merged main into bugfix/methodology_breakout_tracker_issue_fixes

* updated aarete derived fee schedule prompt

* updated fee schedule prompt

* Merged main into bugfix/methodology_breakout_tracker_issue_fixes


Approved-by: Alex Galarce
2025-09-11 13:31:50 +00:00
Mayank Aamseek 5d196843da Merged in bugfix/trigger_cap_fixes (pull request #704)
Bugfix/trigger cap fixes

* stoploss prompt added again

* stoploss prompt added again

* stoploss prompt updated

* reverted back to one stage for trigger cap cases

* Merge branch 'main' into bugfix/trigger_cap_fixes

* pipeline error fixed

* incorrect discount special case fixed


Approved-by: Alex Galarce
2025-09-11 13:31:03 +00:00