Collect TIN/NPI/Name page-by-page and run a second pass for IS_GROUP
* configure first pass: no providers marked IS_GROUP. Allows simplification of prompt
* Add group provider identification logic in second pass
* group identification: don't take 20% of pages. Take first 3 and last 3
* Refine group provider identification logic to use pipes for JSON formatting and improve error handling
* fix mypy error for `identify_group_provider`
* Merge remote-tracking branch 'origin/main' into feature/tin-npi-prompt-formatting
* Add "PROV_INFO_JSON" to investment column order
* Refactor group provider identification to use signature page extraction and fix JSON format
* move signature page extraction to `string_utils.py` and add unit tests for it
* Update identify_group_provider to return provider name along with TIN and NPI in JSON format
* Update identify_group_provider to always use group-provided name when available
* move out GROUP_TIN_NPI_TEMPLATE to `investment_prompts.py`
* Remove deprecated PROV_GROUP_TIN_CHECK and PROV_GROUP_NPI_CHECK prompts
* Move out provider info fields from `one_to_one_funcs` to `tin_npi_funcs`
* isort
* remove debug print statements
* Remove debug print statements from provider info functions
* add note to regex_utils.py about where functions are used
* Add page_key_sort function and corresponding tests for sorting page keys
* Refactor identify_group_provider to sort pages and avoid duplicates in extracted sections
* Remove debug print statements from identify_group_provider function
* Merge remote-tracking branch 'origin/main' into feature/tin-npi-prompt-formatting
* extract_signature_page function: prioritize Textract marker for signatures and fallback to keyword search
* fix mypy error
* Update test cases to reflect changes in signature extraction logic
Approved-by: Katon Minhas
Feature/integrate standard and complex
* last edits to merge_tables_draft_v2 before moving to table_funcs
* migrate to table_utils.py
* fix typehint that caused mypy error
* fix mypy errors
* black and isort
* fix error with multi-table pages
* update poetry.lock
* add tests, fix bug when table start marker or table end marker is missing
* added more tests
* tests for get_str_dictionaries_from_text()
* fix edge case in get_str_dictionaries_from_text
* fix mypy error
* more tests
* add tests, add handling for invalid dictionaries
* add tests
* add tests for insert_column_headers()
* update requirements
* add new simple/complex logic to preprocess.py
* remove files used solely for testing
* split pages into sub-pages by tables
* add table split on end marker. Also add tests
* add docstrings, change control flow
* remove unused tests, add TODO for new tests
* get in prompt changes and intermediate decisions
* TODO for future enhancement for get_exhibit_pages
Approved-by: Katon Minhas
Task/unit tests investment and client
* move io_utils.py
* add __init__.py
* refactor: move string_funcs and update import paths to use utils namespace
* rename string_funcs to string_utils
* move and rename table_utils.py
* refactor: rename claude_funcs to llm_utils in multiple files
* update unit tests
* added unit tests for src/string_utils.py
* added unit tests for src/table_utils.py
* added unit tests for src/llm_utils.py
* added unit tests for src/io_utils.py
* Merge branch 'main' into task/unit-tests-investment-and-client; TODO: fix unit tests
* Unit tests to fix
* fix unit tests
* fix invalid references
* add unit tests for preprocessing_funcs.py
* move pytest-mock to test dependencies
* Merge remote-tracking branch 'origin/main' into task/unit-tests-investment-and-client
* add tests/string_utils_test.py
* removed filename parameters for a few functions
* save postprocessing_funcs_test midway
* save postprocessing_funcs_test
* postprocessing_funcs unit tests complete
* Merge branch 'main' into task/unit-tests-investment-and-client
Approved-by: Katon Minhas
feature/simplify b field chunking
* Add chunk_by_exhibit function and unit tests
* Refactor preprocess
* Updated to run BU primary on entire Exhibit
* Makes BU secondary compatible with exhibit chunk mapping
* Added unit tests for get_exhibit_chunk
* Trimmed TD funcs
* Downstream changes to run_top_down
* Removed conditional funcs
* Merged main into feature/simplify-b-field-chunking
* removed conditional funcs import
* Merged main into feature/simplify-b-field-chunking
* Fixed run_bottom_up_primary arguments
* Fixed TD primary input
* Fixed grouped keyword mappings
* Remove filename tracking until postprocessing
* Removed postprocessing for client columns
* Removed col-based postprocessing
* Merged main into feature/simplify-b-field-chunking
* Fixed NoneType
* Add docstrings
* Updated unit tests for removal of 'Filename'
* Updated comments
Approved-by: Alex Galarce
Task/unit tests investment and client
* move io_utils.py
* add __init__.py
* refactor: move string_funcs and update import paths to use utils namespace
* rename string_funcs to string_utils
* move and rename table_utils.py
* refactor: rename claude_funcs to llm_utils in multiple files
* update unit tests
* added unit tests for src/string_utils.py
* added unit tests for src/table_utils.py
* added unit tests for src/llm_utils.py
* added unit tests for src/io_utils.py
* Merge branch 'main' into task/unit-tests-investment-and-client; TODO: fix unit tests
* Unit tests to fix
* fix unit tests
* fix invalid references
Approved-by: Alex Galarce
Refactor/split investment and client
* refactor: clean up tests
* Renamed tests/qcqa to tests/qa_qc for consistency
* comment out faulty test - see docstring note at top
* split to client/investment
* add __init__.py to investment and client to avoid mypy confusion
* fix imports
* update imports for consistency across investment module
* move back to one config
* try changing import to relative
* add init.py to src
* try relative import
* try one more sys.path.append
* fix path for client main
* fix imports in file_processing
* make prompts common
* move keywords out to `src`
* move smart_chunking_funcs to `src`
* fix mypy error
* start moving to explicit imports
* remove old keywords and fix imports for keywords and prompts
* change all imports to full paths
* fix unit tests
* add readme for new way of running things
* isort after all that import work
* remove unused sys.path.append from some tests
Approved-by: Katon Minhas
Alex Galarce