Enhance is_empty function to handle pandas Series and improve empty value checks
* Enhance is_empty function to handle pandas Series and improve empty value checks
* Enhance is_empty function to support pandas Series and add pd_mask parameter for flexible empty checks
Approved-by: Katon Minhas
DRAFT: Feature/split out error log
* Refactor result handling to separate successful and error results in processing
* Add forced exception for testing in safe_process_file function
* Merged main into feature/split-out-error-log
* main.py edited online with Bitbucket
* Add support for error output type in write_s3 function
Approved-by: Katon Minhas
Hotfix/file errors
* Set up test file
* Fix regex pattern in json.loads
* bug fix No valid JSON object found in the input string
* bug fixes
* moved try statement to parse fn
* invalid literal for int() with base 10 error fixed
* remove test
* remove excess print statements
* Raise error
* Remove todo
* Remove print statement
Approved-by: Katon Minhas
Bugfix/table failed files
* improved align and format table prompt
* Successful E2E test on San Joaquin - without running align and format table prompt
* San Joaquin e2e test passed
* Merged main into bugfix/table-error-fix
* Merge branch 'main' into bugfix/table-error-fix
* Add same number of columns condition
* Merged main into bugfix/table-error-fix
* Clean investment_values
* Remove import
* docstrings
* Remove test doc
* Add back original ALIGN_AND_FORMAT_TABLES prompt for client work
* Remove import
* Add config reference
* expected string or bytes-like object, got 'int'
* Merged main into bugfix/table-error-fix
* Merge branch 'bugfix/table-error-fix' into bugfix/table-failed-files
* Update universal json load
* update test
* Merge branch 'main' into bugfix/table-failed-files
* Position 0 error fixed
* update table_utils
* remove test.py
* revert table_utils test
* remove table_utils_test
Approved-by: Alex Galarce
Bugfix/table error fix
* handle multipage table data correctly
* same metadata for all tables on the page
* Multiple tables on page, non-continuous, split
* Add back align_and_format_tables
* update unit tests
* Merged main into bugfix/table-error-fix
* improved align and format table prompt
* Successful E2E test on San Joaquin - without running align and format table prompt
* San Joaquin e2e test passed
* Merged main into bugfix/table-error-fix
* Merge branch 'main' into bugfix/table-error-fix
* Add same number of columns condition
* Merged main into bugfix/table-error-fix
* Clean investment_values
* Remove import
* docstrings
* Remove test doc
* Add back original ALIGN_AND_FORMAT_TABLES prompt for client work
* Remove import
* Add config reference
* Merged main into bugfix/table-error-fix
* Move table_utils to investment.table_funcs
* restore table_utils.py
* Update tests
* update preprocess
Approved-by: Alex Galarce
Small fix to comparisons (lowercase comparison string fields)
* Add accuracy calculation to fuzzy matching evaluation
* reimbursement primary accuracy test
* add match_threshold control
* clarify metrics
* Merged main into reimb-primary-accuracy-analysis
* Merge branch 'reimb-primary-accuracy-analysis' of https://bitbucket.org/aarete/doczy.ai into reimb-primary-accuracy-analysis
* add 'billed charges' to reimbursement keywords and update TODO for page checking
* add comparisons dictionary
* normalize field comparison by converting strings to lowercase
* deduplicate data sources in notebook
* Merge remote-tracking branch 'origin/main' into feature/add-billed-charges-to-reimb-keywords
Approved-by: Katon Minhas
Fix load_embeddings()
* move datetime_str function to string_utils module
* enhance load_embeddings to create directory structure and handle download errors
* Merged main into feature/reimbursement-primary-optimizization
Approved-by: Katon Minhas
Bugfix/proc code lists
* Add admit type code
* add proc mod description
* Add bill type pos mapping
* Merged main into feature/proc-desc
* Uncomment test code
* Bugfix
* script optimisation for codes
* modified is empty function in string utils
* Remove test.py
* bug fix to handle list of proc_codes
* Merged main into bugfix/proc-code-lists
* changed any method to all method in list handling
* code mapping moved outside to run once
* Merge branch 'feature/daip2-97' into bugfix/proc-code-lists
* merge conflict fixed
* merge conflicts fixed
* incorporated latest changes from main
* Merged main into bugfix/proc-code-lists
* Move load all dataset to io_utils
* Fix list is_empty
* Updated poetry.lock
* Docstring
* Docstrings
* Merge branch 'main' into bugfix/proc-code-lists
* bug fix
Approved-by: Mayank Aamseek
Approved-by: Alex Galarce
Feature/claude cache
* Add Bill Type
* cache for llm_utils invoke_claude
* Merged main into feature/claude-cache
* LRUCache class
* Move to OrderedDict cache
* Remove lru cache call
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
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
Alex Galarce