Bugfix/too many files
* Implement caching for field data loading to optimize performance and prevent "too many open files" errors
* Documentation
* isort
* fix breaking test to clear cache and ensure mock data is actually being used
* Merge remote-tracking branch 'origin/main' into bugfix/too-many-files
* Implement thread-safe vectorstore caching and cleanup in field context extraction
* Refactor imports in smart_chunking_funcs.py for clarity and organization
* Update module docstring in smart_chunking_funcs.py
* Fix mypy errors
* Fix variable naming and error handling in run_smart_chunked_fields function
* Reorganize imports and enhance module documentation for clarity
* Add logging for error handling in field_context function
Approved-by: Katon Minhas
Remove cost logging functionality and related tests
* Remove cost logging functionality and related tests
* Remove cost log entry test and related CSV writer mock
* Merged main into feature/remove-costlog
Approved-by: Katon Minhas
bugfix/outlier_fixes to main
* simplified outlier prompts
* Merged main into bugfix/outlier_fixes
* Merged main into bugfix/outlier_fixes
Approved-by: Alex Galarce
Approved-by: Katon Minhas
Bugfix/medicare advantage duals
* Add logging for debugging in crosswalk utilities and mapping functions
* Add debug logging for crosswalk processing and mapping in get_crosswalk_fields
* Add logging for dual LOB check prompts and responses in update_lob_for_duals
* Enhance dual LOB check logic to ensure PROGRAM and PRODUCT fields are empty before proceeding
* Update dual LOB check to use AARETE_DERIVED fields for validation
* Refactor logging in fill_na_mapping and get_crosswalk_fields for clarity and conciseness
* Remove debug logging from get_lob_relationship for cleaner output
* Remove debug logging from apply_crosswalk for cleaner execution
Approved-by: Katon Minhas
Bugfix/global lesser of overpulling
* Update global reimbursement constraint prompt for clarity and examples
* Refine global reimbursement constraint prompt for clarity and specificity
Approved-by: Katon Minhas
Dynamic primary loosen prompts
* Add logging for dynamic primary prompt and Claude's response
* Update prompts to allow for synonyms and equivalent terms in product and program fields
* Refactor get_crosswalk_fields to handle 'N/A' values and improve base field tracking
* Refactor get_crosswalk_fields to remove unnecessary base field processing
* put back JUST_MAPPED
* Fix N/A handling in get_crosswalk_fields to trim whitespace before comparison
* Merge remote-tracking branch 'origin/main' into feature/alex-duals-issues
* Merge remote-tracking branch 'origin/main' into feature/alex-duals-issues
* Fix N/A handling in get_crosswalk_fields to compare without stripping whitespace (in case of `None`)
Approved-by: Katon Minhas
Refine descriptions for BASE_COVERED_SERVICES and PAYMENT_CARVEOUT in valid_carveouts.json
* Refine descriptions for BASE_COVERED_SERVICES and PAYMENT_CARVEOUT in valid_carveouts.json
* Merge remote-tracking branch 'origin/main' into bugfix/carveout-cd-issues
Approved-by: Katon Minhas
Bugfix/dynamic primary issues
* format and restructure
* checkpoint
* Merge branch 'main' into bugfix/dynamic-primary-issues
* Update constants attributes to base class
* Revert "Update constants attributes to base class"
This reverts commit 936b1e41f2e2d445e69e840b69af08eac6661120.
* Fix mapping
* E2E test
* remove prints
* Merge branch 'main' into bugfix/dynamic-primary-issues
* Black
* Update any dynamic
* Prompt update - more leniency
* Remove prints
* Merged main into bugfix/dynamic-primary-issues
* update crosswalk
* Merged main into bugfix/dynamic-primary-issues
Approved-by: Alex Galarce
Bugfix/lesser of
* Refine SPLIT_REIMBURSEMENTS_PROMPT to enhance clarity and preserve payment limiters in output
* Add debug logging for LLM invocation and response in split_compound_reimbursement_llm
* Add debug logging for reimbursement validation prompts and responses
* Refine SPLIT_REIMBURSEMENTS_PROMPT to clearly indicate payment limiters in split components
* Refine SPLIT_REIMBURSEMENTS_PROMPT to clarify payment limiters and their application in split methodologies
* Refine SPLIT_REIMBURSEMENTS_PROMPT to clarify handling of conditional splits and preserve original service context
* fix brackets
* Merge remote-tracking branch 'origin/main' into bugfix/lesser-of
* Remove unused SERVICE_METHODOLOGY_BREAKOUT function
* Update compound indicators to refine phrasing and ensure consistency
Approved-by: Katon Minhas
Bugfix/uom
* Add "Per Procedure" to valid unit of measure list
* Enhance unit of measure prompt for clarity and specificity in reimbursement methodologies
* Refine unit of measure prompt to ensure defaulting to 'Per Unit' regardless of procedure codes for flat rate methodologies
* Merge remote-tracking branch 'origin/main' into bugfix/uom
* Merged main into bugfix/uom
* Enhance logic for setting UNIT_OF_MEASURE to 'Per Unit' for Flat Rate reimbursement, handling all edge cases including NaN and empty strings.
* Enhance is_empty function to handle additional empty value cases for pd.Series and strings
* Enhance test cases for is_empty function to cover additional whitespace and null-like values
* Merge branch 'bugfix/uom' of https://bitbucket.org/aarete/doczy.ai into bugfix/uom
* Enhance type checking for is_empty function with overloads for str, list, and pd.Series
* Overload fix
* Merged main into bugfix/uom
Approved-by: Katon Minhas
Bugfix/dynamic primary issues
* Update get prompt for direct valid value setting
* prep for merge
* Merge branch 'main' into bugfix/dynamic-primary-issues
* Remove test
* Update unit tests with real constants object
* Ready for review
* direct replace {valid_values}
Approved-by: Alex Galarce
Bugfix/carveout cd
* Update field class - change Null criteria
* Add default
* Enhance documentation for get_special_cases function with detailed processing flow and architecture decisions
* Enhance get_special_cases and run_trigger_cap_breakout functions with detailed docstrings for clarity on processing methodologies
* Update constants passing
* Fix questions
* Update fs and mb questions"
* pass constanst correctly for dynamic
* Merge branch 'feature/trigger_cap_breakout' into bugfix/dynamic-primary-issues
* update constants
* only add questions if present
* ensure answer is a valid special_case
* Set carveout indicator for two-stage process; prepped set_carveout_indicators and run_methodology_breakout_with_carveout_indicators to replace process_carveout_or_special_case
* Fix unit tests
* Remove test file
* Refactor carveout handling: streamline indicator setting and enhance methodology breakout integration
* Refactor get_carveout_and_special_fields: ensure methodology breakout runs regardless of carveout/special case configs; streamline handling of indicators and questions
* Remove deprecated process_carveout_or_special_case function
* Merge remote-tracking branch 'origin/bugfix/dynamic-primary-issues' into bugfix/carveout-cd
* Add tests for carveout indicator setting and special cases processing
* Add tests for unrecognized carveout handling and legacy stop-loss processing
* Refactor special case configurations: streamline STOP_LOSS handling and update test cases for methodology prompt templates
* Refactor special case handling: improve argument formatting in get_special_cases and run_methodology_breakout_with_carveout_indicators functions
* Add test for run_methodology_breakout_with_carveout_indicators function
* Merge remote-tracking branch 'origin/main' into bugfix/carveout-cd
Approved-by: Katon Minhas
Bugfix/dynamic primary issues
* Refactor TRIGGER_CAP special case configuration to utilize only trigger cap questions for two-stage processing
* Refactor get_special_cases to improve handling of N/A responses and merge methodology results with special case results
* Fix field type in get_special_cases for fee schedule breakout configuration
* Create fieldset.py - refactor
* Fix placeholders
* string concatenate new questions
* Update trigger cap questions output format
* Update TRIGGER_CAP_THRESHOLD_AMT prompt for clarity and specificity in reimbursement methodology
* Update constants class
* Update Field class
* Resolve constants passing
* Update field class - change Null criteria
* Add default
* Enhance documentation for get_special_cases function with detailed processing flow and architecture decisions
* Enhance get_special_cases and run_trigger_cap_breakout functions with detailed docstrings for clarity on processing methodologies
* Update constants passing
* Fix questions
* Update fs and mb questions"
* pass constanst correctly for dynamic
* Merge branch 'feature/trigger_cap_breakout' into bugfix/dynamic-primary-issues
* update constants
* only add questions if present
* ensure answer is a valid special_case
* Fix unit tests
* Remove test file
Approved-by: Alex Galarce
Hotfix/fix constants
* Update TRIGGER_CAP methodology prompt and adjust special case configuration
* Refactor synonym, valid carveouts, and valid special mappings to include metadata structure
* remove TRIGGER_CAP_BREAKOUT function
* special_case_configs.py edited online with Bitbucket
Approved-by: Katon Minhas
Bugfix/reimb dates to Main
* added reimb dates split
* Merged main into bugfix/reimb_dates
* prompt changes
* added to postprocessing
* fixed key issues
* modified split function
* removed print statements
* Merge branch 'main' into bugfix/reimb_dates
* update import
* moved split date upstream
* moved split dates to one to n funcs
* Merged main into bugfix/reimb_dates
Approved-by: Katon Minhas
Feature/remove nte
* Revert prompts
* Remove qa_qc tests
* Remove valid lines
* Update crosswalk path
* remove extra argument from split compound reimbursement
* model aliasing
* Haiku alias
* remove erroneous import
* Merge branch 'refactor/update-claude-models' into bugfix/aug-5-issue-fixes
* Convert all matching codes to strings
* Exit if service is empty
* Merged main into bugfix/aug-5-issue-fixes
* global lesser of fix
* Merge branch 'main' into feature/remove-nte
* Remove NTE
Approved-by: Alex Galarce
Bugfix/aug 5 issue fixes
* Revert prompts
* Remove qa_qc tests
* Remove valid lines
* Update crosswalk path
* remove extra argument from split compound reimbursement
* model aliasing
* Haiku alias
* remove erroneous import
* Merge branch 'refactor/update-claude-models' into bugfix/aug-5-issue-fixes
* Convert all matching codes to strings
* Exit if service is empty
* Merged main into bugfix/aug-5-issue-fixes
* global lesser of fix
Approved-by: Alex Galarce
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
Re-add enhanced error handling
* Enhance error handling in safe_process_file to log detailed error information
* Refactor error logging in safe_process_file for clarity and consistency
Approved-by: Katon Minhas
propagate addition information to other side(s) of "lesser of"
* propagate addition information to other side(s) of "lesser of"
Approved-by: Katon Minhas
Bugfix/unit of measure
* unit of measure prompt updated
* handled null unit of measure for flat rate cases
* Merged main into bugfix/unit_of_measure
Approved-by: Alex Galarce
Feature/claude4 duplicate and missing rows
* Enhance crosswalk functionality with flatten_to_strings helper and improve value handling in apply_crosswalk
* Improve apply_crosswalk function to return original value as fallback when no mapping is found
* Enhance apply_crosswalk function to handle empty values and improve defensive programming tests
* Enhance reimbursement method prompt to include charge master limitations and improve mapping rules
* Merge remote-tracking branch 'origin/main' into feature/claude4-duplicate-and-missing-rows
* Refine CHECK_REDUNDANT_LESSER prompt for clarity and detail in evaluating redundancy of exhibit constraints
* Enable logging of LLM response for redundancy check in is_exhibit_lesser_of_redundant function
* Merge remote-tracking branch 'origin/main' into feature/claude4-duplicate-and-missing-rows
* rework prompt for exhibit-wide lesser of
* Refine reimbursement methodology guidelines by clarifying invalid entries and examples for risk-sharing
* Enhance exhibit linking logic to treat pages with substantial tables as separate exhibits and update function signature to include text_dict.
Approved-by: Katon Minhas
Trigger_Cap+Special_Case_Fixes to Main
* updated trigger_cap_definition
* src/prompts/investment_prompts.py
* updated trigger base threshold prompt
* updated special case check prompt
* Merged main into bugfix/trigger_cap_fixes
Approved-by: Alex Galarce
Hotfix/defensive crosswalk handling
* Enhance crosswalk functionality with flatten_to_strings helper and improve value handling in apply_crosswalk
* Improve apply_crosswalk function to return original value as fallback when no mapping is found
* Enhance apply_crosswalk function to handle empty values and improve defensive programming tests
* move flatten_to_strings helper function to string_utils
Approved-by: Katon Minhas
Alex Galarce