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
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
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/automated cost logging csv
* feat: Add usage and cost tracking with CSV export
- Add usage_tracking.py module for thread-safe token and cost tracking
- Extract actual tokens from Bedrock API responses (replaces word count estimation)
- Integrate usage tracking into llm_utils.py for all LLM invocations
- Add CSV export functionality (per-file/per-model and batch summary)
- Integrate CSV export into main.py for local runs
- Update .gitignore to exclude PRD
Phase 1: Data collection and local CSV export implemented
- Tracks all LLM calls including utility functions (date_fix, derive_term_date)
- Calculates costs per model using centralized cost constants
- Generates two CSV files: USAGE.csv and USAGE-SUMMARY.csv
- Exports to same directory as final results when write_to_s3=False
* - Removed some temporary logging code
- Removed unused imports (uuid, datetime) from llm_utils.py
- Added cache token columns (cache_creation_tokens, cache_read_tokens) to CSV exports
- Added tracking for cache warming
- Updated usage_tracking.py to track cache tokens separately in data structure
All token tracking functionality remains intact.
* Split input tokens into fresh and cache in summary section
- Add total_fresh_input_tokens and total_cache_tokens to GLOBAL_USAGE
- Update summary CSV to include split token columns for better tractability
- Add averages for fresh_input_tokens and cache_tokens
- Maintain total_input_tokens = fresh_input_tokens + cache_tokens relationship
- All calculations verified and match per-file totals correctly
* upload files functionality
* Add comprehensive unit tests for usage_tracking module
- Implement Phase 1-4 tests covering all 10 functions in usage_tracking.py
- Add 98 test cases with parametrized tests for comprehensive coverage
- Fix extract_usage_from_response to handle None input gracefully
- Add python-dotenv dependency to pyproject.toml
- Tests cover: core functions, data access, export functions, and utilities
- All tests passing (98/98)
* Add S3 upload tests for main.py and fix f-string syntax error
- Add tests/test_investment_main_s3.py with 3 test cases:
* test_main_writes_final_and_error_to_s3: validates both final and error DataFrames uploaded when processing has errors
* test_main_writes_only_final_when_no_errors: validates only final DataFrame uploaded when all files succeed
* test_main_writes_usage_when_present: validates usage tracking files uploaded when usage data exists
- Tests use monkeypatching and module stubs to isolate S3 write logic without external dependencies
- Fix syntax error in src/codes/code_funcs.py: nested f-string quotes (level_dict['level_suffix'])
- All tests passing
* Add comprehensive test for usage_tracking.get_usage_dataframes S3 uploads
- Add test_usage_dataframes_written_to_s3 to validate per_file_usage_df and batch_summary_df
- Test verifies both dataframes from usage_tracking.get_usage_dataframes() are written to S3
- Validates 'usage' suffix writes per_file_usage_df with correct schema (file_name, tokens, cost)
- Validates 'usage_summary' suffix writes batch_summary_df with correct schema (totals, averages, region_mode)
- Uses pd.testing.assert_frame_equal to ensure exact dataframes are uploaded
- Fix module caching issue between tests by clearing sys.modules cache
- All 4 tests passing
* Add cleanup fixture to prevent test pollution
- Add autouse pytest fixture to clean up stubbed modules after each test
- Remove manual cache clearing from individual tests (now handled by fixture)
- Prevents our module stubs from affecting other test files in CI/CD pipeline
- Fixes Bitbucket pipeline failures where other tests couldn't find llm_utils attributes
* Refactor tests: add comprehensive io_utils coverage; disable usage_tracking suite
- Added 22 focused tests for write_local and write_s3 plus existing IO behaviors
- Introduced FakeS3Client to avoid boto3 network/credential dependency
- Added preserve_config fixture (no monkeypatch) to isolate config side effects
- Marked test_usage_tracking.py skipped per new consolidation approach
- Verified 26 tests (io_utils + investment_main) all pass locally without AWS exceptions
* Fix S3_CLIENT mocking: use mocker.patch instead of direct assignment
- Changed preserve_config fixture to NOT save/restore S3_CLIENT
- Updated all 5 write_s3 tests to use mocker.patch('src.config.S3_CLIENT', fake)
- This prevents pollution of config.S3_CLIENT across test modules
- Fixes NoCredentialsError in other tests that were importing config after our tests set FakeS3Client
- All 22 io_utils tests pass + 4 investment_main_s3 tests pass
- test_llm_utils::test_invoke_claude_local_mode now passes
* Add tests for write_s3 function
* Resolve merge conflict: keep mocker-based write_s3 tests
* Remove rogue skip mark from test_usage_tracking.py
The skip mark was incorrectly added by remote branch claiming tests were
migrated to io_utils. However, test_io_utils.py only tests io_utils functions
(read/write operations), not usage_tracking functions.
Restore the comprehensive usage_tracking tests from commit 26a556f0 which
includes 98 test cases covering all 10 functions in usage_tracking.py.
* Fix test pollution: add config cleanup fixture and restore RUN_MODE
- Add autouse fixture in test_io_utils.py to restore config values after each test
- Fix test_llm_utils.py to restore RUN_MODE after test_invoke_claude_local_mode
- Prevents config patches from leaking into subsequent tests causing NoCredentialsError
* Remove redundant test_investment_main_s3.py
- File was testing same write_s3 functionality already covered in test_io_utils.py
- Was causing module pollution by stubbing src.utils.llm_utils
- Caused test failures in other test files due to module cache issues
- Integration testing was minimal and mocked write_s3 anyway
* Merged main into feature/automated-cost-logging-csv
Approved-by: Karan Desai
Approved-by: Katon Minhas
Reimbursement Exhibit Prefiltering
* Add IDENTIFY_REIMBURSEMENT_EXHIBITS function to analyze exhibit headers for reimbursement information
* Add Zone.Identifier to .gitignore to prevent Windows zone information files from being tracked
* Add functionality to identify reimbursement exhibits
* Add functionality to identify reimbursement exhibits in run_one_to_n_prompts
* Output YAML parsing
* Refactor identify_reimbursement_exhibits to improve YAML parsing and error handling
* New reimbursement exhibit logic
* Update IDENTIFY_REIMBURSEMENT_EXHIBITS_PROMPT to return PAGE NUMBERS instead of exhibit headers
* Fix identify_reimbursement_exhibits to return page numbers as strings after YAML parsing
* Remove debugging print statement for reimbursement exhibits in run_one_to_n_prompts
* Remove commented debugging print statements in identify_reimbursement_exhibits
* Increase read_timeout in EC2 configuration from 2000 to 4000
* Merge remote-tracking branch 'origin/main' into feature/reimb-primary-improvements
* Remove debugging print statements in get_reimbursement_primary function
* mypy error
* Fix return type in identify_reimbursement_exhibits to ensure keys are returned as a list
* Merge remote-tracking branch 'origin/main' into feature/reimb-primary-improvements
Approved-by: Katon Minhas
Feature/load crosswalks
* allow .json in fieldExtraction/crosswalk
* clean up gitignores, add rule to allow .jsons in crosswalk, create first crosswalk
* create mappings directory
* add to_csv functionality for MCS to check results
* Merged main into feature/load_crosswalks
Approved-by: Katon Minhas
DRAFT: Bugfix/all cnc hotfixes
* Pipeline fix - health plan state
* Update for prompt vs non-prompt fixes
* Revert utils.find_regex_matches()
* Remove prints
* Non-prompt run
* Health Plan State, IRS, NPI, LOB, Lesser, Prov 2, Default, Rate Standard, Contract Effective Date, Term Group
* Merged in bugfix/agreement_name (pull request #294)
contract title fixed
* contract title fixed
* Merged bugfix/all_cnc_hotfixes into bugfix/agreement_name
Approved-by: Katon Minhas
* All hotfixes added
* Fixed utils
* fix for clean_contract_effective_date
* Merged in default-fix (pull request #296)
moved default funcs to the top, dropped intermediate columns
* moved default funcs to the top, dropped intermediate columns
Approved-by: Katon Minhas
* quick fix to dropping extra columns
* Merged in bugfix/effective_date_meridian (pull request #297)
fixed effective date for meridian contracts
* fixed effective date for meridian contracts
Approved-by: Katon Minhas
* Default rate and Lesser fix
* Merged in hotfix/irs_npi_updated (pull request #298)
updated irs and npi hotfix funcs
* updated irs and npi hotfix funcs
* Merged bugfix/all_cnc_hotfixes into hotfix/irs_npi_updated
Approved-by: Katon Minhas
* non-functional commit - default only
* debug commit - premerge
* Batch 1 Dup File Reconciliation
* Default rate fix
* Full CNC 1A Run Config
* Standard column refactor
* Working stitching for 1A
* Merged in Alex-Galarce/cnc_hotfix_effective_date_utilspy-edited-1732659983687 (pull request #301)
Remove "license" from effective date smart chunking
* Remove "license" from effective date smart chunking
* Merged bugfix/all_cnc_hotfixes into Alex-Galarce/cnc_hotfix_effective_date_utilspy-edited-1732659983687
Approved-by: Katon Minhas
* Merged in hotfix/irs_batch2_feedback (pull request #300)
IRS fix for feedback on batch2
* IRS fix for feedback on batch2
* Merged bugfix/all_cnc_hotfixes into hotfix/irs_batch2_feedback
Approved-by: Katon Minhas
* Merged main into bugfix/all_cnc_hotfixes
Approved-by: Katon Minhas
Feature/add dotenv
* transferred sensitive information to .env file from src/config.py
* replace model IDs, AWS account info
* Merge remote-tracking branch 'origin/main' into feature/add-dotenv
* add explanatory comment
* Merge remote-tracking branch 'origin/main' into feature/add-dotenv
* remove tests that were just for local
Approved-by: Katon Minhas
grouped keywords and IRS regex chunking
* abandon old branch and rebuild
* removed print for field names, prompts
* pushing as part of leftovers
* IRS regex chunking
* Merged in feature/chunk_term_clean (pull request #262)
chunk_log_added
* chunk_log_added
* Merge remote-tracking branch 'remotes/origin/feature_ac_chunking_clean' into feature/chunk_term_clean
Approved-by: Alex Galarce
* added function for regex based IRS chunking
* shifted regex_match_chunk function to utils
* added helper functions for regex based chunking
* replaced tin_regex function to ac_funcs
* removed prompt for irs_others
* added regex chunking for irs
* removed irs group from smart chunking
* testing functionality for regex based irs fields
* updated return N/A condition
* Merged main into feature_ac_chunking_clean
* file_processing.py edited online with Bitbucket
* added back conditional prompts
* minor fixed for PR
* remove install types
* mering clean branch
* with passed test casses
* added flag for regex based tin execution
Approved-by: Michael McGuinness
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
Katon Minhas