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doczyai-pipelines/src/qc_qa/confidence/summary.py
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Faizan Mohiuddin 339cfc74fc Merged in feature/one-to-one-confidence-scoring (pull request #1002)
Feature/one to one confidence scoring

* T1 plumbing: capture per-field confidence + retrieved-chunk metadata for 1:1 HSC fields

Prep work for the 1:1 confidence-scoring stage. No scoring logic yet — this
just collects the inputs the next ticket (rule-based scorer) will consume.

- ONE_TO_ONE_SINGLE_FIELD_TEMPLATE: ask the LLM for confidence (0.0-1.0),
  verdict (correct/uncertain/not_found), and supporting_snippet alongside
  the field value. Existing field parser passes the extra keys through
  unchanged.
- prompt_hsc_single_field: now returns a 4-tuple (name, value, field,
  metadata) where metadata holds the confidence/verdict/snippet plus a
  lightweight summary of which chunks the LLM saw (count + ids).
  _extract_hsc_metadata is defensive: clamps out-of-range confidences,
  defaults a missing/garbage verdict, caps the snippet at 500 chars,
  returns _empty_hsc_metadata() on every bail-out path.
- run_hybrid_smart_chunked_fields: optional return_metadata flag. Default
  return shape unchanged (dict of values) for backwards compatibility;
  wh…
* DAIP2-2692: field-type-aware rule scorer for 1:1 confidence

Replaces the T1 placeholder _CONF (just the LLM-stated confidence) with
a rule-based score per field. No new LLM calls -- pure local computation.

New module: src/qc_qa/confidence/
  - field_types.py  : FieldType enum + per-field mapping + weight presets
                      (date / money / tin / npi / code / name / boolean /
                      free_text). New 1:1 fields default to FREE_TEXT.
  - signals.py      : exact / token_overlap / fuzzy / number_match / regex /
                      grounding / na_check. Each signal returns float in
                      [0,1] or None when not applicable.
  - scorer.py       : score_field(field_name, value, metadata, contract_text,
                      field_prompt) -> float. Runs the signals that have
                      non-zero weight for the field's type, renormalizes
                      over the signals that actually fired, blends lightly
                      with the LLM-stated confidence (15%…
* DAIP2-2694: integrate calibration table into 1:1 confidence scoring

Adds a per-field-type calibration step that maps raw confidence scores
to empirically-calibrated values via a linearly-interpolated curve.
Identity by default, so the stage is a no-op until the curve is
backfilled from QC data; once backfilled, a "0.X confidence" output
reflects roughly X% empirical accuracy.

New files:
  - src/qc_qa/confidence/calibration.py
      * loads + caches the curve from JSON
      * linear interpolation between anchor points
      * defensive: bad inputs / missing file / malformed table all fall
        back to identity (no scoring regression on failure)
  - src/qc_qa/confidence/calibration_table.json
      * identity baseline shipped as the starting point
      * one curve per FieldType plus a 'default' fallback
      * documents the regeneration entry point for the QC-data backfill
.gitignore:
  * carve-out !src/qc_qa/confidence/*.json so the table actually ships

Scorer wiring:
  * apply calibration AFTER the r…
* DAIP2-2695: field-level confidence distribution stats + flagged-row report

At end of every run, emit two CSVs under tracking/:
  - <BATCH_ID>-CONFIDENCE-SUMMARY.csv : per-field distribution stats
      columns: field, n, mean, p10, p50, p90, n_below_threshold,
               threshold, pct_below_threshold
      sorted by pct_below_threshold descending so the worst fields are
      at the top of the file.
  - <BATCH_ID>-CONFIDENCE-FLAGGED.csv : the reviewer hit list
      columns: FILE_NAME, field, confidence, value, threshold
      sorted by confidence ascending.

Both are derived from the per-row <FIELD>_CONF columns the rule scorer
populates. Empty inputs (no _CONF columns yet, or no rows) skip the
write rather than emitting empty files.

Threshold:
  * config.CONFIDENCE_THRESHOLD (CLI arg confidence_threshold=, default 0.6)

New module:
  - src/qc_qa/confidence/summary.py
      compute_summary(final_df, threshold) -> per-field stats DataFrame
      compute_flagged(final_df, threshold) -> below-threshold r…
* Skip _CONF columns in standard_postprocess value-shape normalizers

The per-column loop in standard_postprocess substring-matches column
names ("_IND" in col, "TIN" in col, "_DT" in col, etc.) to decide which
shape normalizer to apply. After DAIP2-2692 introduced <FIELD>_CONF
confidence-score columns, those columns started colliding with the
match conditions:

  - AUTO_RENEWAL_IND_CONF matched "_IND in col" -> normalize_indicator_field
    coerced the 1.0 float to the string "N", destroying the score.
  - *_DT_CONF / *_TIN_CONF etc. were also at risk via the same pattern.

Fix: short-circuit the loop with `if col.endswith("_CONF"): continue`
so confidence floats are never passed through the value-shape
normalizers, regardless of what string happens to appear in the
underlying field name.

Verified on the 1:1 smoke test (conf-1to1-smoke2): AUTO_RENEWAL_IND_CONF
now lands as 1.0 in RESULTS-FULL.csv and CONFIDENCE-SUMMARY.csv shows
all 10 HSC fields with proper float distributions.

* Merge remote-tracking branch 'origin/dev' into feature/one-to-one-confidence-scoring

* Black formatting: split generator in reorder_columns _CONF carve-out

Black wanted the multi-line generator expression formatted with one
clause per line. Behaviour unchanged.

* Fix na_check so amendment docs differentiate from base agreements

Three small bugs were stacking up to make CONTRACT_AMENDMENT_NUM flag every
file that returned a missing value, regardless of whether the document
actually was an amendment.

1) is_na() did not treat pandas/float NaN as N/A. When the LLM returned
   no value, the cell came through as a float NaN, str()'d to "nan", and
   the N/A token set ({"", "n/a", "na", "none", "null", "not found"})
   did not match. na_check therefore never fired and the other signals
   ran on the literal string "nan", producing a flat low score driven
   only by the LLM's self-reported confidence. Now also catches float
   NaN via value != value.

2) signal_na_check used three coarse buckets (0.30/0.50/0.85) and a
   per-keyword saturation of 2 mentions. Both produced the same bucket
   for docs that mention a concept 2x in boilerplate and docs whose
   entire topic is that concept. Switched to a continuous score with
   a saturation floor of ~30 mentions, so 8 mentions…
* Merged dev into feature/one-to-one-confidence-scoring


Approved-by: Katon Minhas
2026-05-12 21:53:05 +00:00

160 lines
5.1 KiB
Python

"""Batch-level confidence reporting.
After all per-file 1:1 scoring is done, this module produces two CSVs:
- CONFIDENCE-SUMMARY.csv : per-field distribution stats
columns: field, n, mean, p10, p50, p90, n_below_threshold,
threshold, pct_below_threshold
- CONFIDENCE-FLAGGED.csv : per-file rows where any field's confidence
landed below the threshold (lowest first)
columns: FILE_NAME, field, confidence, value, threshold
Both are derived from the per-row <FIELD>_CONF columns the rule scorer
writes into the 1:1 results.
Thresholds are read from config (default 0.6) and can be tuned per run
via the confidence_threshold CLI arg.
"""
from __future__ import annotations
import logging
from typing import Iterable, List, Tuple
import numpy as np
import pandas as pd
logger = logging.getLogger(__name__)
CONF_SUFFIX = "_CONF"
DEFAULT_THRESHOLD = 0.6
def _conf_columns(df: pd.DataFrame) -> List[str]:
return [c for c in df.columns if c.endswith(CONF_SUFFIX) and c != CONF_SUFFIX]
def _field_name_from_conf(col: str) -> str:
"""Strip the _CONF suffix to get the underlying field name."""
return col[: -len(CONF_SUFFIX)]
def _percentile(series: pd.Series, q: float) -> float:
"""np.nanpercentile, but defensive against an all-NaN series."""
arr = pd.to_numeric(series, errors="coerce").to_numpy()
arr = arr[~np.isnan(arr)]
if arr.size == 0:
return float("nan")
return float(np.percentile(arr, q))
def compute_summary(
final_df: pd.DataFrame, threshold: float = DEFAULT_THRESHOLD
) -> pd.DataFrame:
"""Build CONFIDENCE-SUMMARY.csv from the final results dataframe.
Returns an empty DataFrame (correct columns) if there are no _CONF
columns to summarize — callers can skip writing rather than crashing.
"""
cols = [
"field",
"n",
"mean",
"p10",
"p50",
"p90",
"n_below_threshold",
"threshold",
"pct_below_threshold",
]
if final_df is None or final_df.empty:
return pd.DataFrame(columns=cols)
conf_cols = _conf_columns(final_df)
if not conf_cols:
return pd.DataFrame(columns=cols)
rows = []
for col in conf_cols:
series = pd.to_numeric(final_df[col], errors="coerce").dropna()
n = int(series.shape[0])
if n == 0:
rows.append(
{
"field": _field_name_from_conf(col),
"n": 0,
"mean": float("nan"),
"p10": float("nan"),
"p50": float("nan"),
"p90": float("nan"),
"n_below_threshold": 0,
"threshold": threshold,
"pct_below_threshold": float("nan"),
}
)
continue
n_below = int((series < threshold).sum())
rows.append(
{
"field": _field_name_from_conf(col),
"n": n,
"mean": round(float(series.mean()), 4),
"p10": round(_percentile(series, 10), 4),
"p50": round(_percentile(series, 50), 4),
"p90": round(_percentile(series, 90), 4),
"n_below_threshold": n_below,
"threshold": threshold,
"pct_below_threshold": round(100.0 * n_below / n, 2),
}
)
out = pd.DataFrame(rows, columns=cols)
out = out.sort_values(by="pct_below_threshold", ascending=False).reset_index(
drop=True
)
return out
def compute_flagged(
final_df: pd.DataFrame,
threshold: float = DEFAULT_THRESHOLD,
file_name_column: str = "FILE_NAME",
) -> pd.DataFrame:
"""Emit (FILE_NAME, field, confidence, value, threshold) rows for every
cell below the threshold. Reviewer hit list.
"""
cols = ["FILE_NAME", "field", "confidence", "value", "threshold"]
if final_df is None or final_df.empty:
return pd.DataFrame(columns=cols)
conf_cols = _conf_columns(final_df)
if not conf_cols:
return pd.DataFrame(columns=cols)
fn_col = file_name_column if file_name_column in final_df.columns else None
flagged: List[dict] = []
for col in conf_cols:
field = _field_name_from_conf(col)
series = pd.to_numeric(final_df[col], errors="coerce")
below_mask = series < threshold
if not below_mask.any():
continue
below = final_df.loc[below_mask, [c for c in (fn_col, field) if c]]
for idx, row in below.iterrows():
flagged.append(
{
"FILE_NAME": row[fn_col] if fn_col else "",
"field": field,
"confidence": round(float(series.loc[idx]), 4),
"value": "" if field not in below.columns else row.get(field, ""),
"threshold": threshold,
}
)
if not flagged:
return pd.DataFrame(columns=cols)
out = pd.DataFrame(flagged, columns=cols)
out = out.sort_values(by="confidence", ascending=True).reset_index(drop=True)
return out