import concurrent.futures import logging from typing import TYPE_CHECKING, Dict, Optional import pandas as pd import src.codes.code_funcs as code_funcs from src.pipelines.shared.preprocessing import ( preprocessing_funcs, preprocess, hybrid_smart_chunking_funcs, ) from src.pipelines.shared.preprocessing.exhibit_smart_chunking_funcs import ESC_CONFIG from src.pipelines.shared.postprocessing import ( aarete_derived, postprocess, postprocessing_funcs, ) from src.pipelines.shared.extraction import ( dynamic_funcs, one_to_n_funcs, one_to_one_funcs, row_funcs, tin_npi_funcs, exhibit_funcs, ) from src.pipelines.shared.extraction.exhibit_funcs import Exhibit, ExhibitChunk from src.utils import io_utils, logging_utils, string_utils, timing_utils from src.constants.constants import Constants from src import config from src.prompts.fieldset import FieldSet from src.utils.string_utils import datetime_str if TYPE_CHECKING: from src.pipelines.shared.extraction.page_funcs import Page def process_file(file_object, constants: Constants, run_timestamp): filename, contract_text = file_object # Set per-file logging context: # With this, all logging calls in this thread will now route to logs/{filename}.log # This includes logging from all called functions (preprocess, one_to_n_funcs, etc.) logging_utils.set_current_file(filename) logging.debug(f"{datetime_str()} Processing {filename}...") # Set default values dynamic_one_to_one_fields = FieldSet() process_one_to_n = config.FIELDS in ["all", "one_to_n"] process_one_to_one = config.FIELDS in ["all", "one_to_one"] # Initialize default fallback for final results final_results = pd.DataFrame([{"FILE_NAME": filename}]) ################## PREPROCESS ################## with timing_utils.timed_block("preprocess", context=filename): contract_text = preprocess.clean_text(contract_text) text_dict, top_sheet_dict = preprocess.split_text(contract_text) if not text_dict: logging.warning( f"{datetime_str()} All pages removed as cover sheets, skipping processing - {filename}" ) return final_results, pd.DataFrame([{"FILE_NAME": filename}]) text_dict, removal_metadata = preprocess.clean_header_footer(text_dict) # ONE TO N PROCESSING one_to_n_results = pd.DataFrame() # Initialize empty DataFrame for one_to_n_results if process_one_to_n: # Use split_text_with_pages() to get Page objects with table splitting # Note: split_text_with_pages() internally calls split_text() which applies headers/footers # But we need to apply headers/footers first, so we'll create pages_dict from the cleaned text_dict from src.pipelines.shared.extraction.page_funcs import Page from src.pipelines.shared.preprocessing import preprocessing_funcs as prep_funcs # Create pages_dict from text_dict (headers/footers already applied) pages_dict = prep_funcs.split_large_tables(text_dict) with timing_utils.timed_block("one_to_n_exhibit_chunking", context=filename): # Use pages_dict for exhibit chunking (preferred) or fall back to text_dict exhibit_header_dict = preprocess.one_to_n_exhibit_chunking( pages_dict=pages_dict, text_dict=text_dict, EXHIBIT_HEADER_MARKERS=constants.EXHIBIT_HEADER_MARKERS, filename=filename, ) logging.info(f"{datetime_str()} Preprocessing Complete - {filename}") one_to_n_results = pd.DataFrame([{"FILE_NAME": filename}]) # Initialize here if string_utils.contains_reimbursement(contract_text): logging.info( f"{datetime_str()} Starting One-to-N extraction for {sum(len(value) for value in exhibit_header_dict.values() if isinstance(value, list))} exhibits - {filename}" ) with timing_utils.timed_block("one_to_n_extraction", context=filename): # Get specific fields to extract (if configured) specific_fields = config.get_specific_fields_list() ( one_to_n_results, dynamic_one_to_one_fields, ) = run_one_to_n_prompts( pages_dict=pages_dict, text_dict=text_dict, exhibit_header_dict=exhibit_header_dict, constants=constants, filename=filename, specific_fields=specific_fields, ) if not one_to_n_results.empty: one_to_n_results["FILE_NAME"] = filename with timing_utils.timed_block( "one_to_n_generate_reimb_ids", context=filename ): one_to_n_results = postprocessing_funcs.generate_reimb_ids( one_to_n_results ) logging.debug(f"{datetime_str()} One to N Complete - {filename}") final_results = one_to_n_results # Set as final results # ONE TO ONE PROCESSING if process_one_to_one: # Get specific fields to extract (if configured) specific_fields = config.get_specific_fields_list() with timing_utils.timed_block("one_to_one_extraction", context=filename): one_to_one_results = run_one_to_one_prompts( filename, contract_text, text_dict, dynamic_one_to_one_fields, constants, specific_fields=specific_fields, ) one_to_one_results["FILE_NAME"] = filename logging.debug(f"{datetime_str()} One to One Complete - {filename}") # Decide how to handle one_to_one results with timing_utils.timed_block( "merge_one_to_one_into_one_to_n", context=filename ): if not one_to_n_results.empty: # BOTH processed - merge into one_to_n final_results = row_funcs.merge_one_to_one_into_one_to_n( one_to_n_results, one_to_one_results, constants ) else: # ONLY one_to_one processed - convert dict to DataFrame final_results = pd.DataFrame([one_to_one_results]) else: logging.debug( f"{datetime_str()} Fields not configured for One to One, Skipping - {filename}" ) # split the rows based service term and duplicate the other fields accordingly if not final_results.empty and "SERVICE_TERM" in final_results.columns: with timing_utils.timed_block("split_service_terms", context=filename): final_results = one_to_n_funcs.split_service_terms(final_results, filename) logging.debug(f"{datetime_str()} Split Service Terms Complete - {filename}") # APPLY CODES IF ONE_TO_N WAS PROCESSED if not one_to_n_results.empty: with timing_utils.timed_block("code_processing", context=filename): results_with_code = code_funcs.code_breakout(final_results, constants) final_results = code_funcs.grouper_breakout(results_with_code) logging.debug(f"{datetime_str()} Codes Complete - {filename}") # POSTPROCESS with timing_utils.timed_block("postprocess", context=filename): cc_df, dashboard_df = postprocess.postprocess(final_results, constants) logging.debug(f"{datetime_str()} Postprocessing Complete - {filename}") ################## WRITE INDIVIDUAL ################## with timing_utils.timed_block("write_individual", context=filename): if config.WRITE_TO_S3: io_utils.write_s3(cc_df, filename, run_timestamp, "individual_cc") else: io_utils.write_local(cc_df, filename, "", "individual_cc") logging.debug(f"{datetime_str()} Writing Complete - {filename}") return cc_df, dashboard_df def run_one_to_one_prompts( filename: str, contract_text: str, text_dict: dict[str, str], dynamic_one_to_one_fields: FieldSet, constants: Constants, specific_fields: Optional[list] = None, ): ################## INITIALIZE FIELDS ################## one_to_one_fields = FieldSet( relationship="one_to_one", file_path=config.FIELD_JSON_PATH ).combine(dynamic_one_to_one_fields) # Filter fields if specific_fields is provided if specific_fields is not None: one_to_one_fields = one_to_one_fields.filter_by_names(specific_fields) # Check if we need provider info fields provider_fields = set(config.FIELD_GROUPS.get("provider", [])) run_provider_info = specific_fields is None or any( f in provider_fields for f in specific_fields ) # Initialize results one_to_one_results = {} ################## RUN HYBRID SMART CHUNKED PROMPTS ################## # RAG function loads retrieval questions internally and matches with investment_prompts.json # Only run if there are fields to extract hybrid_smart_chunked_answers_dict = {} if one_to_one_fields.contains_fields(): with timing_utils.timed_block( "one_to_one.hybrid_smart_chunking", context=filename ): hybrid_smart_chunked_answers_dict = ( hybrid_smart_chunking_funcs.run_hybrid_smart_chunked_fields( one_to_one_fields, constants, contract_text, filename, text_dict ) ) logging.debug( f"Hybrid Smart Chunked Answers for {filename}: {hybrid_smart_chunked_answers_dict}" ) ################## COMBINE ANSWERS ################## for key, value in hybrid_smart_chunked_answers_dict.items(): if not string_utils.is_empty(value): one_to_one_results[key] = value elif key not in one_to_one_results: # Add HSC's N/A if field doesn't exist yet one_to_one_results[key] = value ################## RUN PROVIDER INFO ################## if run_provider_info: with timing_utils.timed_block("one_to_one.provider_info", context=filename): prov_info_results = tin_npi_funcs.run_provider_info_fields( text_dict, filename, payer_name="" ) one_to_one_results.update(prov_info_results) one_to_one_results = tin_npi_funcs.add_group_and_other( one_to_one_results, filename ) ################## ADD AD FIELDS ################ # Only run if date fields are requested date_fields = set(config.FIELD_GROUPS.get("dates", [])) if specific_fields is None or any(f in date_fields for f in specific_fields): one_to_one_results = one_to_one_funcs.get_aarete_derived_dates( one_to_one_results, text_dict, filename ) ################## ADD SIGNATURE COUNT ################## # Only run if signature count is requested if specific_fields is None or "NUM_SIGNED_SIGNATORY_LINE_COUNT" in specific_fields: one_to_one_results = one_to_one_funcs.add_signature_count( one_to_one_results, contract_text ) ################## Crosswalk Fields ################## # All field format normalization is handled at prompt_calls level via field-aware parsers # Derived fields (AARETE_DERIVED_*, NUM_*_SIGNATORY_*) are created as strings directly # No additional normalization needed here one_to_one_results = aarete_derived.get_crosswalk_fields( [one_to_one_results], constants ) ################## Fill NA Mapping ################## one_to_one_results = aarete_derived.fill_na_mapping(one_to_one_results) return one_to_one_results[0] def process_page_reimbursements( exhibit: Exhibit, page_num: str, constants: Optional[Constants] = None, filename: Optional[str] = None, relevant_chunks: Optional[list[ExhibitChunk]] = None, ): """ STEP 1 HELPER: Extract reimbursements from a single page (without exhibit-level fields). Runs: reimbursement_level → carveout_and_special_case → lesser_of_distribution → breakout Each relevant chunk on this page is processed individually through reimbursement_level, while downstream steps (lesser_of, etc.) receive page-based simplified exhibit context. Pages without relevant chunks are skipped (returns [], []). Args: exhibit: Exhibit object containing the page page_num: Page identifier (can be "27" or "27.1" for sub-pages) pages_dict: Dictionary mapping page numbers to Page objects (preferred) text_dict: Dictionary mapping page numbers to text strings (for backward compatibility) exhibit_page_nums: List of page numbers in the exhibit (for backward compatibility) constants: Constants object filename: Name of the file being processed specific_fields: Optional list of specific field names to extract. If provided with exhibit-level-only fields (like claim_type), skip detailed reimbursement extraction. relevant_chunks: List of relevant chunks on this page. Each chunk is processed individually through reimbursement_level. If empty/None, page is skipped. """ # No relevant chunks on this page - skip reimbursement extraction if not relevant_chunks: logging.debug( f"{datetime_str()} Page {page_num}: No relevant chunks, skipping - {filename}" ) return [], [] ############################### Reimbursement Primary ############################### # Run reimbursement_level per-chunk: each relevant chunk is processed individually # so the LLM sees focused, relevant text one chunk at a time reimbursement_level_answers = [] for chunk in relevant_chunks: chunk_answers = one_to_n_funcs.reimbursement_level( chunk.text, constants, filename ) if chunk_answers: reimbursement_level_answers.extend(chunk_answers) if not reimbursement_level_answers: logging.debug( f"{datetime_str()} Page {page_num}: No reimbursement answers found, skipping - {filename}" ) return [], [] # Page-level simplification of exhibit for downstream steps exhibit_text_simplified = preprocessing_funcs.simplify_exhibit( exhibit=exhibit, current_page_num=page_num, ) ################################ Carveouts and Special Case ################################ reimbursement_level_answers, special_case_answers = ( one_to_n_funcs.carveout_and_special_case( reimbursement_level_answers, constants, filename ) ) ################################ Dynamic Code Assignment ################################ reimbursement_level_answers = one_to_n_funcs.dynamic_code_assignment( reimbursement_level_answers, constants, filename ) ############################### Lesser of Distribution ############################### # Note: We run lesser_of without dynamic fields in Step 1 reimbursement_level_answers = one_to_n_funcs.lesser_of_distribution( reimbursement_level_answers, exhibit_text_simplified, page_num, constants, filename, exhibit, ) ################################ Get Breakouts ############################### reimbursement_level_answers, special_case_answers = one_to_n_funcs.breakout( reimbursement_level_answers, special_case_answers, filename, constants, ) ################################ Assign REIMB_PAGE ############################### for answer_dict in reimbursement_level_answers: answer_dict["REIMB_PAGE"] = page_num return reimbursement_level_answers, special_case_answers def run_one_to_n_prompts( pages_dict: Optional[dict[str, "Page"]] = None, text_dict: Optional[dict[str, str]] = None, exhibit_header_dict: Optional[dict[str, list[str]]] = None, constants: Optional[Constants] = None, filename: Optional[str] = None, specific_fields: Optional[list] = None, ): """ 3-STEP APPROACH (per exhibit): Step 1: Extract reimbursements for exhibit pages (parallel within exhibit) Step 2: Run exhibit_level when exhibit has reimbursements Step 3: Run dynamic_assignment and combine results Args: pages_dict: Dictionary mapping page numbers to Page objects (preferred) text_dict: Dictionary mapping page numbers to text strings (for backward compatibility) exhibit_header_dict: Dictionary mapping page numbers to lists of headers starting on that page Example: {'2': ['ARTICLE ONE', 'ARTICLE TWO'], '4': ['ARTICLE THREE']} constants: Constants object filename: Name of the file being processed specific_fields: Optional list of specific field names to extract. If provided, only these fields will be extracted at exhibit level. """ if exhibit_header_dict is None: exhibit_header_dict = {} total_exhibits = sum(len(headers) for headers in exhibit_header_dict.values()) logging.debug( f"{datetime_str()} Processing {total_exhibits} exhibits with NEW 3-step approach - {filename}" ) # Create Exhibit objects in order (maintains exhibit chain via prev_exhibit) # Uses header-based text splitting for precise exhibit boundaries exhibits = exhibit_funcs.create_exhibits_from_header_dict( exhibit_header_dict=exhibit_header_dict, pages_dict=pages_dict, text_dict=text_dict, ) logging.info( f"{datetime_str()} Created {len(exhibits)} exhibit(s) from header dict - {filename}" ) # Process exhibits serially; within each exhibit, process pages in parallel one_to_n_results = [] for exhibit in exhibits: # Search for reimbursement-related chunks, then group by page relevant_chunks = exhibit.get_relevant_chunks( threshold=ESC_CONFIG.CHUNK_RELEVANCE_THRESHOLD ) page_chunks_map = ( exhibit.group_chunks_by_page(relevant_chunks) if relevant_chunks else {} ) logging.debug( f"{datetime_str()} Processing exhibit {exhibits.index(exhibit) + 1}/{len(exhibits)}: " f"page={exhibit.exhibit_page}, header='{exhibit.exhibit_header}' - {filename}" ) pages_to_process = exhibit.exhibit_page_nums with concurrent.futures.ThreadPoolExecutor( max_workers=min(len(pages_to_process), 20) ) as executor: page_futures = { executor.submit( process_page_reimbursements, exhibit, page_num, constants, filename, relevant_chunks=page_chunks_map.get( page_num ), # None for pages without relevant chunks ): page_num for page_num in pages_to_process } for future in concurrent.futures.as_completed(page_futures): try: page_num = page_futures[future] reimbursement_rows, special_case_rows = future.result() exhibit.add_reimbursement_rows( reimbursement_rows, special_case_rows ) except Exception as e: logging.error(f"Error processing page {page_num}: {str(e)}") if not exhibit.has_reimbursements: logging.debug( f"{datetime_str()} Exhibit page={exhibit.exhibit_page}: No reimbursements found, skipping steps 2-3 - {filename}" ) continue logging.debug( f"{datetime_str()} Exhibit page={exhibit.exhibit_page}: " f"{len(exhibit.reimbursement_rows)} reimbursement row(s), " f"{len(exhibit.special_case_rows)} special case row(s) - {filename}" ) # STEP 2: exhibit_level for this exhibit exhibit_level_answers, dynamic_reimbursement_fields = ( one_to_n_funcs.exhibit_level( exhibit.exhibit_text, exhibit.exhibit_header, exhibit.exhibit_page, constants, filename, specific_fields=specific_fields, ) ) exhibit.set_exhibit_level_data( exhibit_level_answers, dynamic_reimbursement_fields ) logging.debug( f"Exhibit Level Answers for {filename}, Page {exhibit.exhibit_page}: {exhibit_level_answers}" ) # Check if we need reimbursement-level processing # If specific_fields is set and doesn't include reimbursement fields, skip Step 3 reimbursement_fields = {"SERVICE_TERM", "REIMB_TERM", "REIMB_PAGE"} skip_reimbursement_processing = specific_fields is not None and not any( f in reimbursement_fields for f in specific_fields ) if skip_reimbursement_processing: # For exhibit-level-only extraction, just create minimal rows # with exhibit_level_answers to preserve the data if exhibit.exhibit_level_answers: minimal_row = exhibit.exhibit_level_answers.copy() minimal_row["REIMB_PAGE"] = exhibit.exhibit_page # Apply crosswalk mapping for derived fields (e.g., CLAIM_TYPE_CD -> AARETE_DERIVED_CLAIM_TYPE_CD) minimal_rows_with_crosswalk = aarete_derived.get_crosswalk_fields( [minimal_row], constants ) exhibit.final_rows = minimal_rows_with_crosswalk one_to_n_results.extend(minimal_rows_with_crosswalk) else: # STEP 3: dynamic assignment & combine for this exhibit # Get dynamic fields from previous exhibit if needed (for future use) if exhibit.dynamic_reimbursement_fields: dynamic_fields = exhibit.dynamic_reimbursement_fields elif ( exhibit.prev_exhibit and not exhibit.prev_exhibit.has_reimbursements and exhibit.get_previous_exhibit_dynamic_fields().fields ): dynamic_fields = exhibit.get_previous_exhibit_dynamic_fields() else: dynamic_fields = None # Run dynamic assignment for ALL reimbursement rows in this exhibit # Note: dynamic_assignment expects a list of rows and returns a list of rows reimbursement_rows_with_dynamic = exhibit.reimbursement_rows if exhibit.reimbursement_rows and dynamic_fields is not None: reimbursement_rows_with_dynamic = dynamic_funcs.dynamic_assignment( exhibit.reimbursement_rows, dynamic_fields, pages_dict, text_dict, exhibit, constants, filename, ) # Combine reimbursement rows with exhibit-level answers combined_rows = row_funcs.combine_one_to_n( exhibit.exhibit_text, reimbursement_rows_with_dynamic, exhibit.special_case_rows, exhibit.exhibit_level_answers, filename, ) # Run cleaning combined_rows = one_to_n_funcs.one_to_n_cleaning( combined_rows, exhibit.exhibit_text, constants, filename ) exhibit.final_rows = combined_rows one_to_n_results.extend(combined_rows) logging.debug( f"{datetime_str()} Exhibit page={exhibit.exhibit_page}: " f"{len(combined_rows)} final row(s) after combine & clean - {filename}" ) logging.debug( f"{datetime_str()} STEP 3 COMPLETE: Combined {len(one_to_n_results)} total rows - {filename}" ) ################## Add N/A Dynamic or Exhibit to One-to-One ################## dynamic_one_to_one_fields = dynamic_funcs.get_dynamic_one_to_one_fields( one_to_n_results, constants ) ################## CONVERT TO DF ################## one_to_n_df = pd.DataFrame(one_to_n_results) return one_to_n_df, dynamic_one_to_one_fields