Files
Katon Minhas afb6d5185d Merged in feature/lesser-table-caching-refactor-hybrid (pull request #847)
Feature/lesser table caching refactor hybrid

* chore: Remove unused duplicate main.py from shared pipeline

* fix: Correct crosswalk paths in aarete_derived.py

* chore: Remove unused documentation files from fieldExtraction

* docs: Add documentation files to documentation folder

* docs: Update README with uv setup, expanded project structure, and branching conventions

* docs: Add uv installation steps with Ubuntu/WSL emphasis

* Enable prompt caching for all remaining LLM calls

- Add _INSTRUCTION() functions for: EXHIBIT_HEADER, EXHIBIT_LINKAGE,
  EXHIBIT_TITLE_MATCH, DATE_FIX, DERIVED_TERM_DATE, CHECK_PROVIDER_NAME_MATCH,
  SPECIAL_CASE_ASSIGNMENT
- Update all invoke_claude() calls in saas and clover pipelines to use
  cache=True with corresponding _INSTRUCTION() functions
- Add new instructions to get_cacheable_instructions() for cache warming
- Update tests for new instruction functions

Functions now using caching:
- prompt_exhibit_level
- prompt_exhibit_lesser (EXHIBIT_LEVEL_LESSER_OF)
- prompt_fee_schedule_breakout
- prompt_grouper_breakout
- prompt_special_case_assignment
- prompt_exhibit_linkage
- prompt_exhibit_header
- prompt_smart_chunked (ONE_TO_ONE templates)
- prompt_date_fix
- prompt_derived_term_date
- prompt_exhibit_title_match
- provider_name_match_check

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Reorder

* feat: Add bcbs_promise client pipeline with OFFSET_TERM extraction

- Add new bcbs_promise client with HSC-based OFFSET_TERM field extraction
- Extract full paragraph text of offset/recoupment provisions from contracts
- Derive OFFSET_INDICATOR (Y/N) from OFFSET_TERM presence
- Fix reorder_columns to preserve extra columns not in COLUMN_ORDER
- Update QC/QA output path to outputs/qc_qa/

* fix: Update dev deps and test assertions for QC/QA output path

- Add pytest/pytest-mock to dev dependencies for mypy type checking
- Update test assertions to expect outputs/qc_qa instead of qa_qc_output

* style: Apply black formatting to prompt_templates.py

* Merge main, move scripts

* Archive some scripts

* update py version

* remove .py version file

* Remove ASCII characters

* Restore testbed code

* restore tracking

* Update testbed metrics

* Enable prompt caching for CODE_LAST_CHECK, FILL_BILL_TYPE, DUAL_LOB_CHECK, and GROUPER_BREAKOUT

- Add CODE_LAST_CHECK_INSTRUCTION() for service specificity classification
- Add FILL_BILL_TYPE_INSTRUCTION() for bill type code determination
- Add DUAL_LOB_CHECK_INSTRUCTION() for Medicare/Medicaid classification
- Update code_funcs.py to use caching for CODE_LAST_CHECK, FILL_BILL_TYPE, GROUPER_BREAKOUT
- Update postprocessing_funcs.py to use caching for DUAL_LOB_CHECK
- Add new instructions to get_cacheable_instructions() for cache warming
- Add unit tests for new instruction functions

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* Fix postprocessing_funcs to remove invalid columns

* Merge branch 'main' into feature/lesser-table-caching-refactor-hybrid

* Revert prompt caching changes from aed1b73c

* update formatting

* Update imports


Approved-by: Sha Brown
Approved-by: Praneel Panchigar
2026-01-26 16:52:55 +00:00

124 lines
4.3 KiB
Markdown

# Field Extraction Pipeline
Contract field extraction using LLMs.
## Setup
### Install uv (if not already installed)
```bash
# Ubuntu/WSL (recommended)
curl -LsSf https://astral.sh/uv/install.sh | sh
source ~/.bashrc # or restart terminal
# macOS
curl -LsSf https://astral.sh/uv/install.sh | sh
# Windows (PowerShell - native, not WSL)
powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
```
Verify installation: `uv --version`
### Install dependencies
```bash
uv sync
```
## Running the Code
Use `uv run` with Python's module flag from the project root:
```bash
# Run the default SaaS pipeline
uv run python -m src.pipelines.saas.main
# Run with unified runner (supports client selection)
uv run python -m src.pipelines.runner --client saas --input-dir /path/to/input
# Run with specific client
uv run python -m src.pipelines.runner --client clover --input-dir /path/to/input
```
**Note:** Always use `uv run` to ensure correct virtual environment. Always use `-m` flag for proper imports.
## Development
**Before pushing, always run these checks to avoid breaking the CI pipeline:**
```bash
# Format code
uv run black src/
# Type checking
uv run mypy src/
# Run tests
uv run pytest
```
All checks must pass before merging to main.
## Project Structure
```
├── src/
│ ├── pipelines/ # Pipeline implementations
│ │ ├── runner.py # Unified CLI entry point with client routing
│ │ ├── saas/ # Default SaaS pipeline
│ │ │ └── main.py # Main entry point for SaaS
│ │ ├── shared/ # Shared pipeline components
│ │ │ ├── preprocessing/ # Document preprocessing
│ │ │ ├── extraction/ # Field extraction logic
│ │ │ └── postprocessing/ # Result postprocessing
│ │ └── clients/ # Client-specific overrides
│ │ └── clover/ # Clover client customizations
│ ├── core/ # Core utilities (registry, fieldset)
│ ├── constants/ # Constants, mappings, and field definitions
│ │ ├── mappings/ # Crosswalk JSON files
│ │ └── lists/ # Lookup lists
│ ├── prompts/ # LLM prompt templates
│ ├── utils/ # Shared utilities (IO, string, logging, etc.)
│ ├── codes/ # Medical code extraction utilities
│ ├── crosswalk/ # Crosswalk mapping logic
│ ├── embeddings/ # Pre-computed embeddings for code matching
│ ├── qc_qa/ # QC/QA validation pipeline
│ ├── parent_child/ # Parent-child relationship mapping
│ ├── document_classification/ # Document type classification (DTC)
│ └── tests/ # Unit tests
├── documentation/ # Project documentation
├── outputs/ # Pipeline output files (gitignored)
├── logs/ # Log files (gitignored)
└── pyproject.toml # Project dependencies (uv/pip)
```
## Branching
### Naming Conventions
| Type | Pattern | Use Case | Example |
|------|---------|----------|---------|
| Feature | `feature/<ticket>-<description>` | New functionality | `feature/PROJ-123-add-export-csv` |
| Bugfix | `bugfix/<ticket>-<description>` | Bug fixes | `bugfix/PROJ-456-fix-null-handling` |
| Hotfix | `hotfix/<ticket>-<description>` | Urgent production fixes | `hotfix/PROJ-789-critical-parse-error` |
| Test | `test/<description>` | Testing/experimentation | `test/lesser-table-caching-refactor` |
| Release | `release/<version>` | Release preparation | `release/v1.2.0` |
### Branch Guidelines
- Use lowercase with hyphens (kebab-case) for descriptions
- Include ticket number when applicable (e.g., JIRA, GitHub issue)
- Keep branch names concise but descriptive
- Delete branches after merging
### Workflow
1. Create branch from `main`
2. Make changes and commit with clear messages
3. Run checks before pushing: `uv run black src/ && uv run mypy src/ && uv run pytest`
4. Create PR to `main`
5. Ensure all CI checks pass
6. Get code review approval
7. Squash and merge