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.
🤖 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
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
Cnc fl main
* prov type moved
* comment out invalid prov2 bc it's overly restrictive
* Update prompt template to ensure N/A rather than blanks
* Update AC multi-prompt template. Update prompts to ensure all keys are present and N/As are filled
* Update AC postprocessing
* Update clean_tin() to add N/A for values other than 10 digits
* update tin postprocessing
* Update npi postprocessing
* Add 'Filename:' to the start of all filenames
* Update group TIN/NPI postprocessing
* Update parent agreement code
* fix health plan state mapping
* Update B postprocessing
* Updated indicators, re-ordering
* Update postprocessing - all columns included and reordered
* Ensure Pages is included in AC-only output
* Remove excess print statements
* remove example_test to pass pipeline
* Fix parent agreement code for AC
* Updated postprocessing for NPI/TIN other
* Update prompts for N explicitely on AC prompt-based indicators
* Updated main and utils for more intuitive filtering
* Updated file_counting to match new main process
* update test
* Add example_test
Approved-by: Michael McGuinness
ppanchigar