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doczyai-pipelines/fieldExtraction/src/investment/file_processing.py
T
Sha Brown 77c845a82e Merged in bugfix/prov-info-issues (pull request #816)
Bugfix/prov info issues

* Initial commit

* Passed payer name to tin npi llm call to avoid assigning tin npi to payer

* Removed record that contains NO_IDENTIFIERS_FOUND from PROV_INFO_JSON

* Updated unit test for test_tin_npi_funcs

* Changed name check code back to original to be consistent

* Updated test_tin_npi_funcs.py to pass in payer_name in functions

* Add fix to unit test

* Updated output in unit tests

* Merged main into bugfix/prov-info-issues


Approved-by: Katon Minhas
2025-12-22 19:03:09 +00:00

314 lines
14 KiB
Python

import logging
import pandas as pd
import src.codes.code_funcs as code_funcs
from src.investment import preprocessing_funcs, aarete_derived, dynamic_funcs, one_to_n_funcs, one_to_one_funcs, postprocess, postprocessing_funcs, preprocess, hybrid_smart_chunking_funcs, row_funcs, tin_npi_funcs
from src.utils import io_utils, logging_utils, string_utils
from constants.constants import Constants
from src import config
from src.prompts.fieldset import FieldSet, Field
from src.utils.string_utils import datetime_str
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.info(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 ##################
contract_text = preprocess.clean_text(contract_text)
text_dict, top_sheet_dict = preprocess.split_text(contract_text)
text_dict, header, footer = preprocess.find_headers_and_footers(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:
exhibit_chunk_mapping, all_exhibit_headers = preprocess.one_to_n_exhibit_chunking(
text_dict, constants.EXHIBIT_HEADER_MARKERS, 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):
one_to_n_results, dynamic_one_to_one_fields, first_reimbursement_page = run_one_to_n_prompts(
text_dict, exhibit_chunk_mapping, all_exhibit_headers, constants, filename
)
if not one_to_n_results.empty:
one_to_n_results["FILE_NAME"] = filename
one_to_n_results = postprocessing_funcs.generate_reimb_ids(one_to_n_results)
logging.info(f"{datetime_str()} One to N Complete - {filename}")
else:
first_reimbursement_page = '1'
logging.info(f"{datetime_str()} No Reimbursement Found, Skipping - {filename}")
final_results = one_to_n_results # Set as final results
else:
first_reimbursement_page = '1'
logging.info(f"{datetime_str()} Fields not configured for One to N, Skipping - {filename}")
# ONE TO ONE PROCESSING
if process_one_to_one:
one_to_one_results = run_one_to_one_prompts(
filename,
contract_text,
text_dict,
top_sheet_dict,
dynamic_one_to_one_fields,
first_reimbursement_page,
constants,
)
one_to_one_results["FILE_NAME"] = filename
logging.info(f"{datetime_str()} One to One Complete - {filename}")
# Decide how to handle one_to_one results
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.info(f"{datetime_str()} Fields not configured for One to One, Skipping - {filename}")
# APPLY CODES IF ONE_TO_N WAS PROCESSED
if not one_to_n_results.empty:
results_with_code = code_funcs.code_breakout(final_results, constants)
final_results = code_funcs.grouper_breakout(results_with_code)
logging.info(f"{datetime_str()} Codes Complete - {filename}")
# POSTPROCESS
final_df = postprocess.postprocess(final_results, constants)
logging.info(f"{datetime_str()} Postprocessing Complete - {filename}")
################## WRITE INDIVIDUAL ##################
if config.WRITE_TO_S3:
io_utils.write_s3(final_df, filename, run_timestamp, "individual")
else:
io_utils.write_local(final_df, filename, "", "individual")
logging.info(f"{datetime_str()} Writing Complete - {filename}")
return final_df
def run_one_to_one_prompts(
filename: str,
contract_text: str,
text_dict: dict[str, str],
top_sheet_dict,
dynamic_one_to_one_fields: FieldSet,
first_reimbursement_page: str,
constants: Constants,
):
################## INITIALIZE FIELDS ##################
one_to_one_fields = FieldSet(
relationship="one_to_one", file_path=config.FIELD_JSON_PATH
).combine(dynamic_one_to_one_fields)
################## RUN HYBRID SMART CHUNKED PROMPTS ##################
# RAG function loads retrieval questions internally and matches with investment_prompts.json
hybrid_smart_chunked_answers_dict = hybrid_smart_chunking_funcs.run_hybrid_smart_chunked_fields(
one_to_one_fields, constants, contract_text, filename, text_dict
)
################## RUN PROVIDER INFO ##################
payer_name = hybrid_smart_chunked_answers_dict.get('PAYER_NAME')
one_to_one_results = tin_npi_funcs.run_provider_info_fields(
contract_text, text_dict, filename, payer_name
)
################## RUN FULL CONTEXT PROMPTS ##################
full_context_answers_dict = one_to_one_funcs.run_full_context_fields(
one_to_one_fields, contract_text, text_dict, first_reimbursement_page, constants, filename
)
################## COMBINE ANSWERS ################
# Prefer HSC answers over full_context when HSC value is not N/A
for key, value in full_context_answers_dict.items():
one_to_one_results[key] = value
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
one_to_one_results = tin_npi_funcs.merge_provider_info_with_hybrid_smart_chunking(one_to_one_results, filename)
################## ADD AD FIELDS ################
one_to_one_results = one_to_one_funcs.get_aarete_derived_dates(one_to_one_results, text_dict, filename)
################## ADD SIGNATURE COUNT ##################
one_to_one_results = one_to_one_funcs.add_signature_count(one_to_one_results, contract_text)
################## Crosswalk Fields ##################
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 run_one_to_n_prompts(text_dict: dict[str, str],
exhibit_chunk_mapping: dict[str, list[str]],
all_exhibit_headers: dict[str, str],
constants: Constants,
filename: str):
one_to_n_results = []
first_reimbursement_page = '1'
previous_exhibit = None
#################################### PROCESS EACH EXHIBIT SEPARATELY ####################################
for exhibit_page, exhibit_page_nums in exhibit_chunk_mapping.items():
exhibit_text_original = "\n".join([text_dict[page_num] for page_num in exhibit_page_nums])
exhibit_header = all_exhibit_headers.get(exhibit_page, "")
############################### Get Exhibit Level ###############################
exhibit_level_answers, dynamic_reimbursement_fields = (
one_to_n_funcs.exhibit_level(
exhibit_text_original,
exhibit_header,
exhibit_page,
constants,
filename,
)
) # dict, FieldSet
logging.debug(f"Exhibit Level Answers for {filename}, Page {exhibit_page}: {exhibit_level_answers}")
# Store original values before inheritance (for tracking in previous_exhibit)
original_exhibit_page_nums = exhibit_page_nums.copy()
original_exhibit_text = exhibit_text_original
original_dynamic_reimbursement_fields = dynamic_reimbursement_fields
############################### Check and Combine Exhibit Inheritance ###############################
# IF dynamic_reimbursement_fields is empty FieldSet, and previous exhibit's dynamic_reimbursement_fields is NOT empty,
# and the previous exhibit has NO reimbursement rows, then replace dynamic_reimbursement_fields with the previous
# exhibit's dynamic_reimbursement_field values AND set exhibit_page_nums = exhibit_page_nums for exhibit N-1 + exhibit_page_nums for exhibit N
should_inherit, exhibit_page_nums, dynamic_reimbursement_fields = (
one_to_n_funcs.check_and_combine_exhibit_inheritance(
previous_exhibit,
exhibit_page_nums,
exhibit_text_original,
dynamic_reimbursement_fields,
)
)
all_exhibit_reimbursements, all_exhibit_special_case = [], []
#################################### PAGE-BY-PAGE REIMBURSEMENT PRIMARY ####################################
for page_num in exhibit_page_nums:
reimbursement_level_answers, special_case_answers, first_reimbursement_page = process_page_one_to_n(
text_dict,
exhibit_page_nums,
exhibit_page,
page_num,
first_reimbursement_page,
dynamic_reimbursement_fields,
filename,
constants
)
all_exhibit_reimbursements += reimbursement_level_answers
all_exhibit_special_case += special_case_answers
################################ Combine Answers ###############################
all_exhibit_rows = row_funcs.combine_one_to_n(
exhibit_text_original,
all_exhibit_reimbursements,
all_exhibit_special_case,
exhibit_level_answers,
filename
) # returns list of dicts
################################ Mapping and Cleaning ###############################
all_exhibit_rows = one_to_n_funcs.one_to_n_cleaning(all_exhibit_rows, exhibit_text_original, constants, filename)
################################ Add to Total ###############################
one_to_n_results += all_exhibit_rows
################################ Store Current Exhibit for Next Iteration ###############################
# Store original (non-combined) values for next exhibit to potentially inherit from
# Determine if current exhibit had reimbursements
had_reimbursements = len(all_exhibit_reimbursements) > 0 or len(all_exhibit_special_case) > 0
previous_exhibit = {
'exhibit_page': exhibit_page,
'exhibit_page_nums': original_exhibit_page_nums,
'exhibit_text_original': original_exhibit_text,
'dynamic_reimbursement_fields': original_dynamic_reimbursement_fields,
'exhibit_level_answers': exhibit_level_answers.copy(),
'had_reimbursements': had_reimbursements
}
################## 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, first_reimbursement_page
def process_page_one_to_n(text_dict: dict[str, str], exhibit_page_nums: list[str], exhibit_page: str, page_num: str, first_reimbursement_page: str, dynamic_reimbursement_fields: FieldSet, filename: str, constants: Constants):
page_text = text_dict[page_num]
exhibit_text_simplified = preprocessing_funcs.simplify_exhibit(text_dict, exhibit_page_nums, page_num)
############################### Reimbursement Primary ###############################
reimbursement_level_answers = one_to_n_funcs.reimbursement_level(
page_text,
constants,
filename
)
if not reimbursement_level_answers:
return [], [], first_reimbursement_page
# Track the first page with reimbursements
if first_reimbursement_page == '1':
first_reimbursement_page = exhibit_page
logging.debug(f"Reimbursement Primary Answers for {filename}, Page {page_num}: {reimbursement_level_answers}")
################################ Carveouts and Special Case ################################
reimbursement_level_answers, special_case_answers = one_to_n_funcs.carveout_and_special_case(
reimbursement_level_answers, constants, filename
) # Breaks the reimbursement answers into reimbursments (regular lines) and special cases (distributed across exhibit)
############################### Dynamic Assignment ###############################
reimbursement_level_answers = dynamic_funcs.dynamic_assignment(reimbursement_level_answers, dynamic_reimbursement_fields, exhibit_text_simplified, page_num, constants, filename)
############################### Lesser of Distribution ###############################
reimbursement_level_answers = one_to_n_funcs.lesser_of_distribution(reimbursement_level_answers, exhibit_text_simplified, page_num, constants, filename)
################################ Get Breakouts ###############################
reimbursement_level_answers, special_case_answers = one_to_n_funcs.breakout(
reimbursement_level_answers,
special_case_answers,
filename,
constants,
) # list[dict[str, str]], list[dict[str, str]]
return reimbursement_level_answers, special_case_answers, first_reimbursement_page