Commit Graph

6 Commits

Author SHA1 Message Date
Katon Minhas e8e8f1ba5a Strip out dynamic postprocessing 2026-02-03 01:38:49 -05:00
Katon Minhas 4af0e26990 Update AARETE_DERIVED_PRODUCT processing 2026-02-03 00:07:12 -05:00
Katon Minhas 309fa49ac6 Update codes 2026-02-02 21:36:25 -05:00
Sha Brown 1bc9e6aaf3 Merged in bugfix/generic_dynamic_jan26 (pull request #859)
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
2026-01-30 23:43:48 +00:00
Faizan Mohiuddin 90bed0d5f6 Merged in feature/update-caching (pull request #856)
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.

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

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
2026-01-30 23:23:37 +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