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
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
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
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
New Prompt Method (starting with contract effective date)
* add todos for Siddhant
* moved effective date prompts to prompts.py and added docstring and type hints
* moved effective date prompts to prompts.py and added docstring and type hints
* fixed conflict
Co-authored-by: Alex Galarce <agalarce@aarete.com>
* modified contract effective date logic in existing smart chunking
* Merged main into chore/contract_effective_date
* updated extract_text_from_delimiters function and unit tests for it
* Merge remote-tracking branch 'origin/main' into chore/contract_effective_date
* added comments to preprocessing_funcs
* preprocessing_funcs.py edited online with Bitbucket
* utils.py edited online with Bitbucket
* add debug line
* add NA handling into fix_date_formatting()
* add debug print statements
* worked on review comments
* fixed date checking
* fixed date checking and added unit tests
* Merged main into chore/contract_effective_date
* added logic to handle case when smart chunking returns empty context for effective date
* added comments to file_processing.py
* optimized imports and removed a TODO
* Merged main into chore/contract_effective_date
* made prompt changes for effective date
* keywords.py edited online with Bitbucket
* Removed excess print statements
Approved-by: Katon Minhas
refactored code to add recent health plan state hotfixes into the existing postprocessing pipeline
* refactored code to add recent health plan state hotfixes into the existing postprocessing pipeline
* Merged main into chore/health_plan_state
* Merged main into chore/health_plan_state
* add debug print statement
* debug print statements
* more debug print statements
* print df columns for debug
* move health plan state hotfix functionality to postprocessing_funcs.py
* add better error printing
* add error message for parent agreement code
* remove dots in state abbreviations
* remove unused import
* also look for state abbreviations
* Merged main into chore/health_plan_state
* remove print statements
* Merged main into chore/health_plan_state
Approved-by: Katon Minhas
agreement_name hotfix to main
* agreement_name hotfix to main
* group name changed to AGREEMENT_NAME
* Merged main into feature/agreement_name_chunking
Approved-by: Alex Galarce
Feature/hotfix stitch
* Add hotfix scripts
* Merged main into feature/hotfix_stitch
* Moved stitching scripts to scripts folder
* Update for 2
* Fixed flat fee issue
* Fix payer name issue
* All hotfix updates
* Merged main into feature/hotfix_stitch
* Add rapidfuzz
Approved-by: Alex Galarce
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
Bugfix/tracking bug fixes
* runtime tracking bug fix
* fixes to dashboard
* for ec2 host
* updated to match config without ac fields param
* Merge remote-tracking branch 'remotes/origin/main' into HEAD
* removed redundant get active runs function
Approved-by: Katon Minhas
term group postprocessing fix
* term group postprocessing fix
* docstring added
* Merged main into bugfix/term_group
* Merged main into bugfix/term_group
Approved-by: Alex Galarce
Approved-by: Katon Minhas
removed ac fields as it was removed from main from batch tracking
* removed ac fields as it was removed from main from batch tracking
Approved-by: Alex Galarce
Initial top sheet conditional commit
* Initial top sheet conditional commit
* Merged main into feature/topSheetConditional
* preprocessing_funcs.py edited online with Bitbucket
* Updated quick review docstring
Approved-by: Alex Galarce
Refactor/tidy claude funcs
* pull out create_cost_log_entry() into its own function
* add docstring
* isort
* Merged main into refactor/tidy-claude-funcs
* Merged main into refactor/tidy-claude-funcs
Approved-by: Michael McGuinness
Approved-by: Katon Minhas
Alex Galarce