afb6d5185d
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
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4.3 KiB
Field Extraction Pipeline
Contract field extraction using LLMs.
Setup
Install uv (if not already installed)
# 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
uv sync
Running the Code
Use uv run with Python's module flag from the project root:
# 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:
# 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
- Create branch from
main - Make changes and commit with clear messages
- Run checks before pushing:
uv run black src/ && uv run mypy src/ && uv run pytest - Create PR to
main - Ensure all CI checks pass
- Get code review approval
- Squash and merge