Initialized CONTRACT_CARVEOUT_IND and CONTRACT_CARVEOUT_CD
* add carveout list
* Write carveout ind prompt and integrated
* Remove None carveouts
* Add TODO for carveout check
* Fill out remaining carveouts
* Merged main into feature/carveout_ind
Approved-by: Alex Galarce
Feature/doc date iterations
* add parse_chunk()
* add stitch_chunks() and tests
* create new constant
* put in new stitch_chunks() function
* resolve output validation TODO
* Merged main into feature/clean-up-smart-chunking
* fix Mayank's callout of noncontiguous chunks, fix typos, add tests
* add comment on test
* Merge remote-tracking branch 'origin/main' into feature/doc-date-iterations
* add 'signature page' to effective date keywords. loosen instructions on termination date.
* enhance prompts with examples and clarify instructions for termination date
* fix for group_fields()
* clean up test imports
Approved-by: Katon Minhas
Feature/clean up smart chunking
* add parse_chunk()
* add stitch_chunks() and tests
* create new constant
* put in new stitch_chunks() function
* resolve output validation TODO
* Merged main into feature/clean-up-smart-chunking
* fix Mayank's callout of noncontiguous chunks, fix typos, add tests
* add comment on test
* Merged main into feature/clean-up-smart-chunking
Approved-by: Katon Minhas
Process-related prompt changes
* add latest and greatest effective date prompt
* fix gitignore for nltk and add missing files
* Merge remote-tracking branch 'origin/bugfix/nltk-files' into field/document-dates
* Merge remote-tracking branch 'origin/main' into field/document-dates
* Merge remote-tracking branch 'origin/main' into field/document-dates
* point NLTK to right path finally
* Merge remote-tracking branch 'origin/bugfix/fix-nltk-to-new-path' into field/document-dates
* iterate on effective date prompt
* move single fields to pipe delimiters
* rework templates
* comment out valid_values error and change chroma filename handling
* Merged main into field/document-dates
Approved-by: Katon Minhas
Hotfix/fix nltk locaiton
* remove incorrectly placed NLTK tokenizers
* fix NLTK location, only download english punkt
* update .gitignore to disallow all .tab files except english
Approved-by: Katon Minhas
Commented out AARETE_DERIVED_CLAIM_TYPE_CD - move this to aarete_derived.py
* Commented out AARETE_DERIVED_CLAIM_TYPE_CD - move this to aarete_derived.py
Approved-by: Alex Galarce
feature/dynamic and generalized branch
* included txt files for nltk_data
* move nltk_data to src
* Fix last upload count
* Last upload count bugfix
* Fixed B processing
* Remove client-specific postprocessing
* split consolidate_output
* Run by file
* Fix output
* Reconfigure smart_chunk fields
* Add Full Context
* Fix merge conflicts
* Regex, Smart-Chunked, and Full working - not adding smart-chunked-->full when necessary
* Modernized run_full_context_fields()
* Switched set to list in field_context
* Move fields from smart_chunked to full_context as part of 'field_context' function
* Working version with placeholders
* Update poetry and pyproject
* Update s3 output
* Remove deprecated unit test
* Updated error messages
* Updated smart chunk ac name to one to one
* Update dependencies - end-to-end test for write s3 functional
* Add basic multithreading
* Send individual output to s3/local
Approved-by: Alex Galarce
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
Refactor/cleanup main
* Cleaning main tracking statements
* tracking_utils.print_success_rate()
* tracking_utils.initialize_tracking_stats()
* Added docstrings to new functions
* Consolidated print stats
Approved-by: Alex Galarce
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
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
Refactor/daip2-9 code refactor
* add missing import
* refactor ac_smart_chunking.py
* update tests
* removed old and unused imports
* removed outdated import
* forgot to import re
* refactor bottom up funcs
* remove unused imports from file_processing.py
* refactor dict_operations.py
* remove unused import from conditional_funcs.py
* replace top_down_funcs with one_to_n_funcs and remove top_down_funcs.py
* remove duplicate import from one_to_n_funcs.py
* refactor all utils.py imports
* refactor error handling by removing last code in utils and integrating InvalidDateException into postprocessing_funcs
* refactor import in claude_funcs.py to use string_funcs directly and (hopefully) resolve circular import
* refactor regex_funcs.py to use postprocessing_funcs for add_hyphen_if_needed calls
* refactor hotfix_helper_funcs.py to use postprocessing_funcs for add_hyphen_if_needed calls
* refactor postprocess.py to remove unused imports
* add numpy import to string_funcs
* fix tests after utils refactor
* move adhoc from tests to scripts
* remove unused imports
* remove scripts from mypy checking
* isort
* Merged main into refactor/daip-2-9-code-refactor
Approved-by: Katon Minhas
Feature/daip2-7-crosswalk
* add crosswalk framework
* remove erroneous print statements
* fix mypy error, format to black and isort
* add README.md
* Merged main into feature/daip2-7-crosswalk
Approved-by: Katon Minhas
slight change to prompt, tested on 83 files
* slight change to prompt, tested on 83 files
* Merged main into bugfix/default-rate-prompt-adjustment
Approved-by: Katon Minhas
Feature/self repair main
* fixes
* fixes
* fixes
* fixes
* fixes
* fixes
* fixes
* fixes
* new testing
* new testing
* added unit tests under fieldExtraction/tests/main-unit-tests
* unit test fixes
* unit test fixes
* merge into main
* modified consolidate_output and slight changes to qa_qc_helpers to accomodate qaqc functionality w faizan and michael's changes
* merging self repair into main
* synced with main now
* fixes
* provider billing removed
* provider billing removed
* provider billing fixed
* commented out load dotenv in config
* Merged main into feature/self-repair-main
* modified check_s3_bucket_exists function by returning False if credentials not found for pipeline
* Merge branch 'feature/self-repair-main' of https://bitbucket.org/aarete/doczy.ai into feature/self-repair-main
Approved-by: Michael McGuinness
fix logic error when effective date reformatting is applied twice when the date is already filled
* fix logic error when effective date reformatting is applied twice when the date is already filled
Approved-by: Katon Minhas
move openpyxl from dev dependencies to general dependencies bc we use it for qaqc now
* move openpyxl from dev dependencies to general dependencies bc we use it for qaqc now
Approved-by: Katon Minhas
Hotfix/Exhibit
* Initial draft - Exhibit test
* Update logic
* Add Exhibit page_num column, add pipe format to prompt
* Working test
* Update LOB to check new Exhibit
* Greenlight file commit - needs minor efficiency improvement
* Reordering, intermediate file saving, Exhibit+LOB Fix
* Merged main into Exhibit branch
* removed excess print statements
* Merged main into hotfix/Exhibit
* Updated valid lists for mapping, reconfigured for rerun filter
* Extra print
* added fixes for batch 7
* added fixes for batch 7
* Merged main into hotfix/Exhibit
* apply_cnc_hotfix.py edited online with Bitbucket
Approved-by: Alex Galarce
QCQA Additions
* tested on batch 10, small fixes + change to s3 output
* Merged main into QCQA_Additions
* unit tests for qc qa helpers
* static error fix
* another static fix
* static fix again
* fixed None check
* static fix none
* Merged main into QCQA_Additions
* Small changes based on Katon's review
Approved-by: Katon Minhas
Bugfix/termGroupHotfix
* Minor term group fix
* Added xlsb to gitignore, updated apply_cnc_hotfix for Filename prefix, added xlsb read functionality to utils
* Date bugfix
* Fixed effective date bug
* Effective date bug fixes
* Fix agreement name field name bug
* Further bug fixes
* update poetry for pyxlsb
* Write to excel after each file is completed
* Fix for restarts
Approved-by: Alex Galarce
log information logic added to hotfix for contract effective date
* log information logic added to hotfix for contract effective date
Approved-by: Katon Minhas
QCQA Integration
* Merged in bugfix/npi_hotfix (pull request #305)
double filter for duplicates
* double filter for duplicates
Approved-by: Katon Minhas
* Merged in chore/npi (pull request #309)
npi hotfix into main
* npi hotfix into main
* npi hotfix into main
Approved-by: Alex Galarce
* Merged in chore/irs (pull request #310)
irs hotfix into main
* irs hotfix into main
* pass top sheet to irs hotfix func
* docstring updates
Approved-by: Alex Galarce
* slight fix to methodology short fix
* Merged in bugfix/all_cnc_hotfixes (pull request #302)
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: Kat…
* Merged in hotfix/irs_tweak (pull request #303)
returning None instead on str(N/A)
* returning None instead on str(N/A)
Approved-by: Katon Minhas
* Merged in bugfix/npi_hotfix (pull request #305)
double filter for duplicates
* double filter for duplicates
Approved-by: Katon Minhas
* Merged in bugfix/all_cnc_hotfixes (pull request #302)
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: Kat…
* Merged in hotfix/irs_tweak (pull request #303)
returning None instead on str(N/A)
* returning None instead on str(N/A)
Approved-by: Katon Minhas
* Merged in bugfix/npi_hotfix (pull request #305)
double filter for duplicates
* double filter for duplicates
Approved-by: Katon Minhas
* Merged in chore/npi (pull request #309)
npi hotfix into main
* npi hotfix into main
* npi hotfix into main
Approved-by: Alex Galarce
* Merged in chore/irs (pull request #310)
irs hotfix into main
* irs hotfix into main
* pass top sheet to irs hotfix func
* docstring updates
Approved-by: Alex Galarce
* Merged in bugfix/clean_short_methodology (pull request #312)
changed regex pattern in get_short_methodology
* changed regex pattern in
Approved-by: Katon Minhas
* Merged in hotfix/filename_fix (pull request #314)
filename corrected
* filename corrected
* Merged main into hotfix/filename_fix
Approved-by: Katon Minhas
* Merge remote-tracking branch 'remotes/origin/main' into HEAD
* rearranged qcqa scripts/funcs and prep for merge w main, moved lots of stuff to postprocess
* slight change to icm_number_fix
* transitioned some qcqa funcs to postprocessing, added fields to qcqa report
* Merged main into QCQA_Integration
* reorganization of qa qc helpers, consolidate_output, qa_qc from Katon's feedback
* adhoc and at scale qcqa ran successfully
* fix to consolidate_output
* Merge remote-tracking branch 'remotes/origin/main' into QCQA_Integration
* Merged main into QCQA_Integration
* small changes to npi_check, changed name of config.CONTRACT_FILE_NAME to config.FILE_NAME_COLUMN
Approved-by: Katon Minhas
Alex Galarce