Feature/automated qc qa
* Moved automation_saas.py from alien_strings to qc_qa module
* Moved from alien_string
* Moved from alien_string
* clean up
* WIP: prepare saas automation script for integration
* format code and fix mypy issue
* minor fixes during e2e testing
* add tests
* format and fix mypy issues
* Merge remote-tracking branch 'origin/main' into feature/automated-qc-qa
* Remove print - replace with logging
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
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
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
Refactor/one time io
* Delete client work
* Streamline imports
* Fix list class
* Update tests
* Clear code funcs test
* Fix unit tests
* Single read code funcs
* Single-read model
* Single-load embeddings
* Successful E2E test
* update unit tests
* Update importsg
* Reload poetry.lock
* remove old exhibit header function
* Remove aarete_derived generic function
* remove align and format tables
* Remove strings to dict
* references
* Clear code
* Move preprocessing_funcs
* remove keywords
* refactor postprocessing_funcs
* Pass unit test - remove qa_qc directory
* Black and isort
* remove print
Approved-by: Alex Galarce
Siddhant Medar