Files
doczyai-pipelines/fieldExtraction/src/testbed/testbed_utils.py
T
Mayank Aamseek 7b05d6bfe2 Merged in bugfix/rate-escalator-name (pull request #838)
field name updated

* field name updated


Approved-by: Katon Minhas
2026-01-21 16:05:26 +00:00

1468 lines
56 KiB
Python

import itertools
import re
from collections import Counter
import pandas as pd
import src.config as config
import src.utils.string_utils as string_utils
from constants.investment_columns import COLUMN_ORDER
from rapidfuzz import fuzz
# Imports for the testbed postprocessing functions
from src.investment import postprocessing_funcs
from src.prompts.fieldset import FieldSet
def filter_file_names(testbed, results):
# Ensure FILE_NAME values match between testbed and results
common_file_names = set(testbed["FILE_NAME"]).intersection(
set(results["FILE_NAME"])
)
files_to_remove = [
"86-0898663-Founder Health, LLC dba Preferred Homecare-ICMProviderAgreement_120661"
]
for filename in files_to_remove:
if filename in common_file_names:
common_file_names.remove(filename.upper())
testbed = testbed[testbed["FILE_NAME"].isin(common_file_names)]
results = results[results["FILE_NAME"].isin(common_file_names)]
return testbed, results
def convert_to_float(value):
try:
return (
f"{float(value):.2f}"
if isinstance(value, (int, float)) or value.replace(".", "", 1).isdigit()
else value
)
except:
return value
def normalize_tin_npi(value):
"""Normalize TIN/NPI values by removing decimal points and trailing zeros."""
if string_utils.is_empty(value):
return ""
# Skip "UNKNOWN" and non-numeric values
if value == "UNKNOWN" or not value.replace(".", "", 1).isdigit():
return value
# Convert to integer-like string by removing decimal part
try:
# Remove decimal and any trailing zeros
return str(int(float(value)))
except:
return value
def testbed_preprocess(df):
# Fix column names with leading/trailing spaces
df.columns = df.columns.str.strip()
# Capitalize and remove ".TXT" suffixes from FILE_NAME
df["FILE_NAME"] = df["FILE_NAME"].str.upper().str.replace(".TXT", "", regex=False)
# Apply numeric conversion to non-CPT/diag/rev fields only
for col in df.columns:
if (
"_CD" not in col
and "CPT" not in col
and "DIAG" not in col
and "REV" not in col
):
df[col] = df[col].apply(convert_to_float)
else:
# For CPT/diag/rev fields, apply string conversion AND convert | delimiters
# to commas
df[col] = df[col].astype(str).str.replace("|", ",", regex=False)
df = df.applymap(lambda x: str(x).strip().upper())
df = df.replace("UNKNOWN", "").fillna("")
df = df.replace("NAN", "")
df = df.replace("N/A", "")
# Normalize TIN and NPI columns
tin_columns = [col for col in df.columns if "TIN" in col]
npi_columns = [col for col in df.columns if "NPI" in col]
for col in tin_columns + npi_columns:
df[col] = df[col].str.replace("-", "", regex=False)
df[col] = df[col].apply(normalize_tin_npi)
df[col] = df[col].str.replace(" ", "", regex=False)
df["AUTO_RENEWAL_TERM"] = df["AUTO_RENEWAL_TERM"].str.replace(
"ONE YEAR", "1 YEAR", regex=False
)
# Ensure that all empty cells are filled with empty strings
df = df.fillna("")
return df
def is_positive(val):
return not string_utils.is_empty(val)
def is_negative(val):
return string_utils.is_empty(val)
def normalize_term(text: str) -> str:
"""Normalize term text for comparison"""
replacements = {
"ONE (1)": "1",
"ONE": "1",
"TWO": "2",
"THREE (3)": "3",
"THREE": "3",
"FOUR": "4",
"FIVE": "5",
"YEAR TO YEAR": "ANNUAL",
"FROM THE CONTRACT EFFECTIVE DATE": "",
"FROM CONTRACT EFFECTIVE DATE": "",
"TERM": "",
"YEAR(S)": "YEAR",
"YEARS": "YEAR",
"-YEAR": " YEAR",
" ": " ",
}
text = text.upper()
for old, new in replacements.items():
text = text.replace(old, new)
return text.strip()
def is_fuzzy_match(pred, truth):
"""Compare strings using fuzzy matching with preprocessing
Args:
pred: Predicted value
truth: Ground truth value
Returns:
bool: True if strings match within threshold
"""
if is_negative(pred) or is_negative(truth):
return False
# Normalize both strings
pred_norm = normalize_term(str(pred))
truth_norm = normalize_term(str(truth))
# First try exact match on normalized strings
if pred_norm == truth_norm or pred_norm in truth_norm or truth_norm in pred_norm:
return True
# Then try fuzzy match
match_ratio = fuzz.ratio(pred_norm, truth_norm)
# # Debugging line
# if match_ratio < 100 and field == "field of interest":
# print(f"Fuzzy match ratio for '{pred_norm}' | '{truth_norm}': {match_ratio}")
return match_ratio >= 80
def calculate_field_metrics(merged, field):
"""Calculate precision, recall, and accuracy for a single field using fuzzy matching.
Args:
merged: DataFrame containing predicted and truth values
field: Name of field to evaluate
Returns:
tuple: (precision, recall, accuracy)
"""
# True Positive: both pred and truth are non-empty and fuzzy match >= 90%
TP = sum(
is_positive(pred) and is_positive(truth) and is_fuzzy_match(pred, truth)
for pred, truth in zip(merged[f"{field}_pred"], merged[f"{field}_truth"])
)
# False Positive: pred is non-empty, truth is empty or no fuzzy match
FP = sum(
is_positive(pred) and (is_negative(truth) or not is_fuzzy_match(pred, truth))
for pred, truth in zip(merged[f"{field}_pred"], merged[f"{field}_truth"])
)
# True Negative: both pred and truth are empty
TN = sum(
is_negative(pred) and is_negative(truth)
for pred, truth in zip(merged[f"{field}_pred"], merged[f"{field}_truth"])
)
# False Negative: pred is empty, truth is non-empty
FN = sum(
is_negative(pred) and is_positive(truth)
for pred, truth in zip(merged[f"{field}_pred"], merged[f"{field}_truth"])
)
FN_list = [
truth
for pred, truth in zip(merged[f"{field}_pred"], merged[f"{field}_truth"])
if is_negative(pred) and is_positive(truth)
]
# Calculate metrics
precision = TP / (TP + FP) if (TP + FP) > 0 else 0
recall = TP / (TP + FN) if (TP + FN) > 0 else 0
accuracy = (TP + TN) / (TP + FP + TN + FN)
return precision, recall, accuracy, FN_list
def evaluate_provider_fields_separately(testbed_df, results_df, verbose=False):
"""Evaluates TIN, NPI, and NAME fields separately for each provider."""
print("\n*************** Order-Independent Provider Analysis ****************")
# Initialize metrics for each field type
metrics = {
"TIN": {"tp": 0, "fp": 0, "fn": 0, "accuracy_file": []},
"NPI": {"tp": 0, "fp": 0, "fn": 0, "accuracy_file": []},
"NAME": {"tp": 0, "fp": 0, "fn": 0, "accuracy_file": []},
}
if verbose: # instantiate provider_metrics.txt if verbose
csv_output_dicts = []
with open("provider_metrics.txt", "w") as f:
f.write("Provider Metrics\n")
for file in testbed_df["FILE_NAME"].unique():
# Get rows for this file
testbed_file = testbed_df[testbed_df["FILE_NAME"] == file]
results_file = results_df[results_df["FILE_NAME"] == file]
# Extract all TINs, NPIs, and NAMEs for ground truth
truth_tins = []
truth_npis = []
truth_names = []
# Add group provider info (with splitting)
for col_type, truth_list in [
("PROV_GROUP_TIN", truth_tins),
("PROV_GROUP_NPI", truth_npis),
("PROV_GROUP_NAME_FULL", truth_names),
]:
value = testbed_file[col_type].iloc[0]
values = []
pipe_split = value.split("|")
for item in pipe_split:
if (
col_type in ["PROV_GROUP_NPI", "PROV_GROUP_TIN"] and "," in item
): # further split by comma, only if col_type is PROV_GROUP_NPI or PROV_GROUP_TIN
for comma_item in item.split(","):
comma_item = comma_item.strip()
if comma_item:
values.append(comma_item)
elif item.strip():
values.append(item.strip())
# Now append all values to the list
for v in values:
if v and v != "UNKNOWN":
truth_list.append(v)
# Add other provider info
for col_type, truth_list in [
("PROV_OTHER_TIN", truth_tins),
("PROV_OTHER_NPI", truth_npis),
("PROV_OTHER_NAME_FULL", truth_names),
]:
if not string_utils.is_empty(testbed_file[col_type].iloc[0]):
values = testbed_file[col_type].iloc[0].split("|")
if len(values) == 1: # possibly delimited by comma
values = testbed_file[col_type].iloc[0].split(",")
for value in values:
value = value.strip()
if value:
truth_list.append(value)
# Similarly, extract all TINs, NPIs, and NAMEs for predictions
pred_tins = []
pred_npis = []
pred_names = []
# Add group provider info
value = results_file["PROV_GROUP_TIN"].iloc[0]
pred_tins.append(value)
value = results_file["PROV_GROUP_NPI"].iloc[0]
pred_npis.append(value)
value = results_file["PROV_GROUP_NAME_FULL"].iloc[0]
pred_names.append(value)
# Add other provider info
for col_type, pred_list in [
("PROV_OTHER_TIN", pred_tins),
("PROV_OTHER_NPI", pred_npis),
("PROV_OTHER_NAME_FULL", pred_names),
]:
values = results_file[col_type].iloc[0].split("|")
if len(values) == 1: # possibly delimited by comma
values = results_file[col_type].iloc[0].split(",")
for value in values:
value = value.strip()
pred_list.append(value)
file_metrics = {} # Store file-specific metrics for verbose output
# Calculate metrics for each field type and print verbose output if requested
for field_type, truth_list, pred_list in [
("TIN", truth_tins, pred_tins),
("NPI", truth_npis, pred_npis),
("NAME", truth_names, pred_names),
]:
# Count occurrences in lists, excluding empty strings and "UNKNOWN"
truth_counter = Counter([x for x in truth_list if x and x != "UNKNOWN"])
pred_counter = Counter([x for x in pred_list if x and x != "UNKNOWN"])
# Filter lists to remove empty strings and "UNKNOWN"
filtered_truth_list = [x for x in truth_list if x and x != "UNKNOWN"]
filtered_pred_list = [x for x in pred_list if x and x != "UNKNOWN"]
# Keep counters for display/debugging purposes
truth_counter = Counter(filtered_truth_list)
pred_counter = Counter(filtered_pred_list)
# Convert to sets for set operations
truth_set = set(filtered_truth_list)
pred_set = set(filtered_pred_list)
# Compute metrics using set operations
file_tp = len(truth_set.intersection(pred_set)) # True Positives
file_fp = len(pred_set - truth_set) # False Positives
file_fn = len(truth_set - pred_set) # False Negatives
# Calculate accuracy for this file
file_accuracy = (
file_tp / (file_tp + file_fp + file_fn)
if (file_tp + file_fp + file_fn) > 0
else 1
)
# Update overall metrics
metrics[field_type]["tp"] += file_tp
metrics[field_type]["fp"] += file_fp
metrics[field_type]["fn"] += file_fn
metrics[field_type]["accuracy_file"].append(file_accuracy)
# Store file-specific metrics for verbose output
file_metrics[field_type] = {
"truth_counter": dict(truth_counter),
"pred_counter": dict(pred_counter),
"file_tp": file_tp,
"file_fp": file_fp,
"file_fn": file_fn,
"file_accuracy": file_accuracy,
}
if verbose:
# Write verbose output to file
# Initialize file if it doesn't exist
with open("provider_metrics.txt", "a") as f:
f.write(f"File: {file}\n")
f.write(
f"Total TINs: {len(set([tin for tin in truth_tins if tin and tin != 'UNKNOWN']))}, Predicted TINs: {len(set([tin for tin in pred_tins if tin and tin != 'UNKNOWN']))}\n"
)
f.write(
f"Total NPIs: {len(set([npi for npi in truth_npis if npi and npi != 'UNKNOWN']))}, Predicted NPIs: {len(set([npi for npi in pred_npis if npi and npi != 'UNKNOWN']))}\n"
)
f.write(
f"Total Names: {len(set([name for name in truth_names if name and name != 'UNKNOWN']))}, Predicted Names: {len(set([name for name in pred_names if name and name != 'UNKNOWN']))}\n"
)
f.write("-" * 50 + "\n")
for field_type in metrics:
csv_output_dict = {}
csv_output_dict["Filename"] = file
csv_output_dict["Test Bed TINs"] = len(
set([tin for tin in truth_tins if tin and tin != "UNKNOWN"])
)
csv_output_dict["Test Bed NPIs"] = len(
set([npi for npi in truth_npis if npi and npi != "UNKNOWN"])
)
csv_output_dict["Test Bed Names"] = len(
set([name for name in truth_names if name and name != "UNKNOWN"])
)
csv_output_dict["Predicted TINs"] = len(
set([tin for tin in pred_tins if tin and tin != "UNKNOWN"])
)
csv_output_dict["Predicted NPIs"] = len(
set([npi for npi in pred_npis if npi and npi != "UNKNOWN"])
)
csv_output_dict["Predicted Names"] = len(
set([name for name in pred_names if name and name != "UNKNOWN"])
)
print_lines = [
f"Field Type: {field_type}",
f"Ground Truth: {dict(file_metrics[field_type]['truth_counter'])}",
f"Predictions: {dict(file_metrics[field_type]['pred_counter'])}",
f"True Positives: {file_metrics[field_type]['file_tp']}",
f"False Positives: {file_metrics[field_type]['file_fp']}",
f"False Negatives: {file_metrics[field_type]['file_fn']}",
f"File Accuracy: {file_metrics[field_type]['file_accuracy']}",
f"Precision: {file_metrics[field_type]['file_tp'] / (file_metrics[field_type]['file_tp'] + file_metrics[field_type]['file_fp']) if (file_metrics[field_type]['file_tp'] + file_metrics[field_type]['file_fp']) > 0 else 0}",
f"Recall: {file_metrics[field_type]['file_tp'] / (file_metrics[field_type]['file_tp'] + file_metrics[field_type]['file_fn']) if (file_metrics[field_type]['file_tp'] + file_metrics[field_type]['file_fn']) > 0 else 0}",
"-" * 50,
]
csv_output_dict["field_type"] = field_type
csv_output_dict["Ground Truth"] = dict(
file_metrics[field_type]["truth_counter"]
).copy()
csv_output_dict["Predictions"] = dict(
file_metrics[field_type]["pred_counter"]
).copy()
csv_output_dict["True Positives"] = file_metrics[field_type]["file_tp"]
csv_output_dict["False Positives"] = file_metrics[field_type]["file_fp"]
csv_output_dict["False Negatives"] = file_metrics[field_type]["file_fn"]
csv_output_dict["File Accuracy"] = file_metrics[field_type][
"file_accuracy"
]
csv_output_dict["Precision"] = (
file_metrics[field_type]["file_tp"]
/ (
file_metrics[field_type]["file_tp"]
+ file_metrics[field_type]["file_fp"]
)
if (
file_metrics[field_type]["file_tp"]
+ file_metrics[field_type]["file_fp"]
)
> 0
else 0
)
csv_output_dict["Recall"] = (
file_metrics[field_type]["file_tp"]
/ (
file_metrics[field_type]["file_tp"]
+ file_metrics[field_type]["file_fn"]
)
if (
file_metrics[field_type]["file_tp"]
+ file_metrics[field_type]["file_fn"]
)
> 0
else 0
)
csv_output_dicts.append(csv_output_dict)
with open("provider_metrics.txt", "a") as f:
f.write("\n".join(print_lines) + "\n")
# Convert the list of dictionaries to a DataFrame
csv_output_df = pd.DataFrame(csv_output_dicts)
# Save the DataFrame to a CSV file
csv_output_df.to_csv("provider_metrics.csv", index=False)
# Calculate accuracy, precision, recall, and F1 for each field type
results = {}
for field_type, field_metrics in metrics.items():
precision = (
field_metrics["tp"] / (field_metrics["tp"] + field_metrics["fp"])
if (field_metrics["tp"] + field_metrics["fp"]) > 0
else 0
)
recall = (
field_metrics["tp"] / (field_metrics["tp"] + field_metrics["fn"])
if (field_metrics["tp"] + field_metrics["fn"]) > 0
else 0
)
f1 = (
(2 * precision * recall) / (precision + recall)
if (precision + recall) > 0
else 0
)
results[field_type] = {
"precision": precision,
"recall": recall,
"f1": f1,
"tp": field_metrics["tp"],
"fp": field_metrics["fp"],
"fn": field_metrics["fn"],
"average_accuracy": (
sum(field_metrics["accuracy_file"])
/ len(field_metrics["accuracy_file"])
if field_metrics["accuracy_file"]
else 0
),
}
if verbose:
print("Verbose output written to provider_metrics.txt")
# Display the results
provider_metrics_df = pd.DataFrame(
[
{
"Field": f"PROV_OTHER_{field_type}",
"Precision": metrics["precision"],
"Recall": metrics["recall"],
"F1": metrics["f1"],
"TP": metrics["tp"],
"FP": metrics["fp"],
"FN": metrics["fn"],
"average_accuracy": metrics["average_accuracy"],
}
for field_type, metrics in results.items()
]
)
print(
provider_metrics_df.to_string(
index=False,
float_format=lambda x: "{:.2f}".format(x) if pd.notnull(x) else "Not found",
justify="left",
col_space={
"Field": 15,
"Precision": 12,
"Recall": 12,
"F1": 12,
"TP": 8,
"FP": 8,
"FN": 8,
},
)
)
return results, provider_metrics_df
def match_rows(fields, labels_df, predictions_df, N):
def is_equivalent(label, prediction):
"""Check if two strings are equivalent, ignoring whitespace and case."""
# Check both empty
if string_utils.is_empty(label) and string_utils.is_empty(prediction):
return True
# Clean
label = str(label).replace(" ", "").replace(",", "").upper()
prediction = str(prediction).replace(" ", "").replace(",", "").upper()
# Check equivalent after cleaning
if label == prediction:
return True
# Check if lists match
label_list = []
for part in label.split("|"):
label_list.extend(part.split(","))
label_list = [
term.strip()
for term in label_list
if not string_utils.is_empty(term.strip())
]
prediction_list = []
for part in prediction.split("|"):
prediction_list.extend(part.split(","))
prediction_list = [
term.strip()
for term in prediction_list
if not string_utils.is_empty(term.strip())
]
# If all items in the lists match, regardless of order, return True
if len(label_list) == len(prediction_list):
label_counter = Counter(label_list)
prediction_counter = Counter(prediction_list)
if all(
label_counter[term] == prediction_counter[term]
for term in label_counter
):
return True
return False
confusion_matrix = {
field_name: {"tp": 0, "fp": 0, "unmatched_labels": []} for field_name in fields
}
# Check for completely blank fields and handle them separately
for field in fields:
labels_all_blank = string_utils.is_empty(labels_df[field], pd_mask=True).all()
preds_all_blank = string_utils.is_empty(
predictions_df[field], pd_mask=True
).all()
if labels_all_blank and preds_all_blank:
# Perfect agreement on blank field
confusion_matrix[field]["tp"] = min(len(labels_df), len(predictions_df))
confusion_matrix[field]["fp"] = 0
confusion_matrix[field]["fn"] = 0
confusion_matrix[field]["unmatched_labels"] = []
# Skip this field in the regular matching process
fields = [f for f in fields if f != field]
# Only proceed with matching if there are fields less to process
if not fields:
return confusion_matrix
# Track which label rows have been matched
matched_label_indices = set()
available_predictions = set(predictions_df.index)
for i in range(N):
num_columns_to_match = N - i
# Only consider unmatched label rows
for label_idx, label_row in labels_df.iterrows():
if label_idx in matched_label_indices:
continue # Skip already matched label rows
best_match_idx = None
max_matches = 0
best_matches = {}
# Find the best match among available predictions
for prediction_idx in available_predictions:
prediction_row = predictions_df.loc[prediction_idx]
# Count matching fields for this pair
field_counter_dict = {field_name: {"tp": 0} for field_name in fields}
num_matches = 0
for field in fields:
if is_equivalent(label_row[field], prediction_row[field]):
num_matches += 1
field_counter_dict[field]["tp"] = 1
if num_matches > max_matches:
max_matches = num_matches
best_match_idx = prediction_idx
best_matches = field_counter_dict
# If we found a good enough match
if max_matches >= num_columns_to_match and best_match_idx is not None:
# Mark this label row as matched
matched_label_indices.add(label_idx)
# Remove the matched prediction row from available ones
available_predictions.remove(best_match_idx)
# Update the confusion matrix with the best match
for field in fields:
confusion_matrix[field]["tp"] += best_matches[field]["tp"]
if best_matches[field]["tp"] == 0:
confusion_matrix[field]["unmatched_labels"].append(
(label_idx, label_row[field])
)
# Calculate FP and FN based on the number of matched fields
for field in fields:
# FN = number of label rows where this field wasn't matched
confusion_matrix[field]["fn"] = len(labels_df) - confusion_matrix[field]["tp"]
# FP = number of prediction rows where this field wasn't matched
confusion_matrix[field]["fp"] = (
len(predictions_df) - confusion_matrix[field]["tp"]
)
# add unmatched labels to the confusion matrix for cases where whole rows were unmatched
if list(set(labels_df.index) - set(matched_label_indices)):
confusion_matrix[field]["unmatched_labels"].append(("|", "|"))
for idx in list(set(labels_df.index) - set(matched_label_indices)):
confusion_matrix[field]["unmatched_labels"].append(
(idx, labels_df.loc[idx, field])
)
return confusion_matrix
def compare_term_extraction_results(
file_name: str,
predictions_df: pd.DataFrame,
gt_df: pd.DataFrame,
comparison_columns: list[str] = ["SERVICE_TERM", "REIMB_TERM"],
text_threshold=65,
):
"""Compare term extraction results between predictions and ground truth. This function
was originally written to evaluate the results of the Methodology Primary process,
which extracts `SERVICE_TERM` and `REIMB_TERM` from the text.
This is a 1:n comparison, meaning that the ground truth and predictions can have different
numbers of rows for the same file.
Args:
file_name (str): The name of the file being processed. This is to filter each
individual dataframe to the rows that are relevant to the file.
predictions_df (pd.DataFrame): The dataframe containing the predictions.
gt_df (pd.DataFrame): The dataframe containing the ground truth labels.
comparison_columns (list, optional): Columns to compare. Defaults to ['SERVICE_TERM', 'REIMB_TERM'].
text_threshold (int, optional): The minimum similarity score (0-100) for text parts to be considered matching. Defaults to 65 (especially for service term which can be short).
Returns:
dict: A dictionary containing comparison metrics and sets including:
- file_name: Name of the file being analyzed
- pred_count: Number of unique prediction pairs
- gt_count: Number of unique ground truth pairs
- common_pairs: Set of pairs found in both predictions and ground truth
- false_negatives: Set of pairs in ground truth but not in predictions
- false_positives: Set of pairs in predictions but not in ground truth
- error: Error message if columns are missing (only included if error occurs)
"""
# Step 1: Filter dataframes to only rows for the current file
pred_rows = predictions_df[predictions_df["FILE_NAME"] == file_name].copy()
gt_rows = gt_df[gt_df["FILE_NAME"] == file_name].copy()
# Step 2: Validate that the comparison columns exist in both dataframes
for col in comparison_columns:
if col not in pred_rows.columns or col not in gt_rows.columns:
return {"error": f"Column {col} not found in one of the dataframes."}
# Step 3: normalize text by converting to lowercase for case-insensitive comparison
pred_rows[comparison_columns] = pred_rows[comparison_columns].apply(
lambda x: x.str.lower()
)
gt_rows[comparison_columns] = gt_rows[comparison_columns].apply(
lambda x: x.str.lower()
)
# Step 4: extract unique tuples of the comparison columns from both dataframes
# This removes duplicates and converts to lists for indexed access
pred_tuples = list(
set(map(tuple, pred_rows[comparison_columns].drop_duplicates().values))
)
gt_tuples = list(
set(map(tuple, gt_rows[comparison_columns].drop_duplicates().values))
)
# Step 5: Initialize tracking sets for the matching algorithm
matched_pred = set() # Indices of prediction tuples that have been matched
matched_gt = set() # Indices of ground truth tuples that have been matched
common_pairs = set() # Indices that were successfully matched
# Step 6: Main matching loop - find best fuzzy match for each prediction
for i, pred_tuple in enumerate(pred_tuples):
# Initialize variables to track best match for this prediction
best_match = None # The GT tuple that matches best
best_score = 0 # The similarity score of the best match
best_gt_idx = None # The index of the best matching GT tuple
# Step 7: Compare this prediction against all unmatched ground truth tuples
for j, gt_tuple in enumerate(gt_tuples):
if j in matched_gt: # Skip already matched ground truth tuples
continue
# Step 8: Check if all columns in the tuple pair match using fuzzy logic
total_score = 0 # Sum of similarity scores across all columns in the tuple
all_match = True # Flag to track if all columns pass the threshold
# Compare each column value in the tuple pair
for pred_val, gt_val in zip(pred_tuple, gt_tuple):
# Use fuzzy matching that treats numbers exactly but text fuzzily
is_match, score = fuzzy_match_except_numbers(
pred_val, gt_val, text_threshold=text_threshold
)
if not is_match:
all_match = False # If any column fails, the whole tuple fails
break
total_score += score # Accumulates scores for successful matches
# Step 9: If all columns match, check if this is the best match so far
if all_match:
avg_score = total_score / len(
pred_tuple
) # Calculate average similarity
if avg_score > best_score:
best_score = avg_score
best_match = gt_tuple
best_gt_idx = j
# Step 10: if we found a valid match, record it and prevent re-matching
if best_match is not None:
matched_pred.add(i)
matched_gt.add(best_gt_idx)
common_pairs.add(pred_tuple)
# Step 11: calculate false negatives (ground truth tuples not matched) and false positives (predicted tuples not matched)
false_negatives = set()
false_positives = set()
for j, gt_tuple in enumerate(gt_tuples):
if j not in matched_gt:
false_negatives.add(gt_tuple)
for i, pred_tuple in enumerate(pred_tuples):
if i not in matched_pred:
false_positives.add(pred_tuple)
# Step 12: Return the results as a dictionary
return {
"file_name": file_name,
"pred_count": len(pred_tuples),
"testbed_count": len(gt_tuples),
"matched_count": len(common_pairs),
"false_negatives_count": len(false_negatives),
"false_positives_count": len(false_positives),
# Convert tuples to readable strings for Excel
"common_pairs_readable": "\n".join(
[" | ".join(map(str, pair)) for pair in common_pairs]
),
"false_negatives_readable": "\n".join(
[" | ".join(map(str, pair)) for pair in false_negatives]
),
"false_positives_readable": "\n".join(
[" | ".join(map(str, pair)) for pair in false_positives]
),
# Keep original tuples for programmatic use if needed
"common_pairs": common_pairs,
"false_negatives": false_negatives,
"false_positives": false_positives,
"all_predicted_pairs": set(pred_tuples),
"all_testbed_pairs": set(gt_tuples),
}
def fuzzy_match_except_numbers(str1, str2, text_threshold=80):
"""
Compare two strings with fuzzy matching for text but exact matching for numbers.
Parameters:
- str1, str2: Strings to compare
- text_threshold: Minimum similarity score (0-100) for text parts to be considered matching
Returns:
- Boolean: True if strings match according to criteria, False otherwise
- Float: Overall similarity score
"""
if not str1 or not str2:
return str1 == str2, 0 if str1 != str2 else 100
# Extract numbers separately
numbers1 = re.findall(r"-?\d+\.?\d*", str1) # Handles decimals and negatives
numbers2 = re.findall(r"-?\d+\.?\d*", str2)
# If numbers don't match exactly, return False
if numbers1 != numbers2:
return False, 0
# Remove numbers and clean text for fuzzy comparison
text1 = re.sub(r"-?\d+\.?\d*", "", str1).strip()
text2 = re.sub(r"-?\d+\.?\d*", "", str2).strip()
# Remove extra punctuation and normalize whitespace
text1 = re.sub(r"[^\w\s]", " ", text1)
text2 = re.sub(r"[^\w\s]", " ", text2)
text1 = " ".join(text1.split()) # Normalize whitespace
text2 = " ".join(text2.split())
# If no text remains after cleaning, check if both are empty
if not text1 and not text2:
return True, 100.0
# Use fuzzy matching for text parts
similarity = fuzz.ratio(text1.lower(), text2.lower())
return similarity >= text_threshold, similarity
def calculate_precision_recall(accuracies):
"""FOR ONE-TO-N FIELDS
Calculate precision and recall for each file and overall metrics for all fields.
Args:
accuracies (list): A list of confusion matrices for each file.
Returns:
tuple: (precision_df, recall_df, overall_metrics_df)
- precision_df: Precision for each field per file.
- recall_df: Recall for each field per file.
- overall_metrics_df: Overall precision, recall, and F1 score for all fields.
"""
precision_dicts, recall_dicts = [], []
overall_metrics = {
field: {"tp": 0, "fp": 0, "fn": 0}
for field in accuracies[0]
if field != "Filename"
}
for confusion_matrix in accuracies:
filename = confusion_matrix["Filename"]
precision_dict, recall_dict = {"Filename": filename}, {"Filename": filename}
recall_dict_value = {}
for field in confusion_matrix:
if field == "Filename":
continue
tp = confusion_matrix[field]["tp"]
fp = confusion_matrix[field]["fp"]
fn = confusion_matrix[field]["fn"]
# Update overall metrics
overall_metrics[field]["tp"] += tp
overall_metrics[field]["fp"] += fp
overall_metrics[field]["fn"] += fn
# Calculate precision and recall
precision = tp / (tp + fp) if (tp + fp) > 0 else 0
recall = tp / (tp + fn) if (tp + fn) > 0 else 0
precision_dict[field] = precision
recall_dict[field] = recall
recall_dict_value[field + "_missed"] = confusion_matrix[field][
"unmatched_labels"
]
precision_dicts.append(precision_dict)
recall_dicts.append(recall_dict | recall_dict_value)
# Calculate overall precision, recall, and F1 score for all fields
overall_metrics_list = []
for field, metrics in overall_metrics.items():
tp = metrics["tp"]
fp = metrics["fp"]
fn = metrics["fn"]
precision = tp / (tp + fp) if (tp + fp) > 0 else 0
recall = tp / (tp + fn) if (tp + fn) > 0 else 0
f1 = (
(2 * precision * recall) / (precision + recall)
if (precision + recall) > 0
else 0
)
overall_metrics_list.append(
{
"Field": field,
"tp": tp,
"fp": fp,
"fn": fn,
"prec": precision,
"rec": recall,
"f1": f1,
}
)
# Convert overall metrics to a DataFrame
overall_metrics_df = pd.DataFrame(overall_metrics_list).set_index("Field")
# Convert precision and recall dictionaries to DataFrames
precision_df = pd.DataFrame(precision_dicts)
recall_df = pd.DataFrame(recall_dicts)
return precision_df, recall_df, overall_metrics_df
########## TESTBED POSTPROCESSING CODE ##########
# These functions are to take MCS's test bed that they provided and apply
# (most of) the same postprocessing steps that we apply to the results of the model.
def group_providers_into_json_array(df):
"""Groups provider information from a DataFrame into a JSON array format and appends it as a new column.
This function processes a DataFrame containing provider information, groups the data by the "FILE_NAME" column,
and creates a JSON array for each group. The JSON array includes details about the group provider and other
associated providers. The resulting JSON array is added as a new column, "PROV_INFO_JSON", to the DataFrame.
Args:
df (pandas.DataFrame): The input DataFrame containing the following columns:
- "FILE_NAME": Identifier for grouping rows.
- "PROV_GROUP_TIN": Tax Identification Number (TIN) of the group provider.
- "PROV_GROUP_NPI": National Provider Identifier (NPI) of the group provider.
- "PROV_GROUP_NAME_FULL": Full name of the group provider.
- "PROV_OTHER_TIN": Pipe-separated TINs of other providers.
- "PROV_OTHER_NPI": Pipe-separated NPIs of other providers.
- "PROV_OTHER_NAME_FULL": Pipe-separated full names of other providers.
Returns:
pandas.DataFrame: A modified DataFrame with an additional column "PROV_INFO_JSON",
which contains a JSON array for each "FILE_NAME" group. Each JSON array includes:
- "TIN": TIN of the provider (or "N/A" if not available).
- "NPI": NPI of the provider (or "N/A" if not available).
- "NAME": Full name of the provider (or "N/A" if not available).
- "IS_GROUP": Boolean indicating whether the provider is the group provider (True)
or an associated provider (False).
Notes:
- Missing or NaN values in the input DataFrame are replaced with "N/A" in the JSON output.
- If the lengths of "PROV_OTHER_TIN", "PROV_OTHER_NPI", and "PROV_OTHER_NAME_FULL" are not equal,
missing values are filled with "N/A" using itertools.zip_longest.
- If the OTHER columns are misaligned with one another, the function will NOT
be able to correct them. It will simply fill in the gaps with "N/A".
"""
df = df.copy()
# Create a dictionary to hold provider data in JSON array format for each file
group_providers_dict = {}
for group, grouped_df in df.groupby("FILE_NAME"):
json_dict_list = []
# Get the first row of the grouped DataFrame
first_row = grouped_df.iloc[0]
# Extract TIN/NPI/NAME for group provider.
group_tin = str(first_row["PROV_GROUP_TIN"]).replace("nan", "N/A")
group_npi = str(first_row["PROV_GROUP_NPI"]).replace("nan", "N/A")
group_name_full = str(first_row["PROV_GROUP_NAME_FULL"])
# Append the group provider's TIN/NPI/NAME to the list.
json_dict_list.append(
{
"TIN": group_tin,
"NPI": group_npi,
"NAME": group_name_full,
"IS_GROUP": True,
}
)
# Create lists of TIN/NPI/NAME for other providers.
# Split on pipe, then strip whitespace.
other_tins = str(first_row["PROV_OTHER_TIN"]).split("|")
other_npis = str(first_row["PROV_OTHER_NPI"]).split("|")
other_names = str(first_row["PROV_OTHER_NAME_FULL"]).split("|")
other_tins = [tin.strip().replace("nan", "N/A") for tin in other_tins]
other_npis = [npi.strip().replace("nan", "N/A") for npi in other_npis]
other_names = [name.strip().replace("nan", "N/A") for name in other_names]
# Append each other provider's TIN/NPI/NAME to the list.
# Use zip to iterate over the three lists in parallel.
# IF the lengths of the lists are not equal, use itertools.zip_longest to fill in the gaps with N/A.
for tin, npi, name in itertools.zip_longest(
other_tins, other_npis, other_names, fillvalue="N/A"
):
json_dict_list.append(
{"TIN": tin, "NPI": npi, "NAME": name, "IS_GROUP": False}
)
group_providers_dict[group] = json_dict_list
# Add JSON data back to original DataFrame
df["PROV_INFO_JSON"] = df["FILE_NAME"].map(group_providers_dict)
## Reorder columns to place PROV_INFO_JSON right after PROV_OTHER_NAME_FULL
cols = list(df.columns)
# Find the position of PROV_OTHER_NAME_FULL
prov_other_name_full_pos = cols.index("PROV_OTHER_NAME_FULL")
# Remove PROV_INFO_JSON from its current position
cols.remove("PROV_INFO_JSON")
# Insert it after PROV_OTHER_NAME_FULL
cols.insert(prov_other_name_full_pos + 1, "PROV_INFO_JSON")
# Reorder the DataFrame
df = df[cols]
return df
def testbed_postprocess(df):
"""Postprocess the testbed DataFrame.
Args:
df (pandas.DataFrame): The input DataFrame containing the testbed data.
Returns:
pandas.DataFrame: The postprocessed DataFrame.
"""
# Apply preprocessing steps
df = testbed_preprocess(df)
# Group providers into JSON array format
df = group_providers_into_json_array(df)
# Add CLIENT_NAME column
df["CLIENT_NAME"] = "AARETE_TESTBED"
# Reformat rate fields
if "REIMB_FEE_RATE" in df.columns:
# Format rate fields
df["REIMB_FEE_RATE"] = df["REIMB_FEE_RATE"].apply(
postprocessing_funcs.format_rate_fields_with_commas
)
if "REIMB_PCT_RATE" in df.columns:
df["REIMB_PCT_RATE"] = df["REIMB_PCT_RATE"].apply(
postprocessing_funcs.format_rate_fields_with_commas
)
for col in df.columns:
if "_IND" in col:
df[col] = df[col].apply(postprocessing_funcs.normalize_indicator_field)
# Normalize _IND fields and clean up TIN/NPI fields
if "TIN" in col or "NPI" in col:
df[col] = df[col].apply(postprocessing_funcs.remove_hyphens)
# Apply the flatten_singleton_string_list function
if "_CD" in col and "CPT" not in col:
df[col] = df[col].apply(postprocessing_funcs.flatten_singleton_string_list)
# Convert DATE to YYYY/MM/DD format
if "_DT" in col or "DATE" in col:
df[col] = df[col].apply(postprocessing_funcs.validate_and_reformat_date)
# Normalize CPT fields
if "CPT" in col:
df[col] = df[col].apply(postprocessing_funcs.normalize_cpt_fields)
# Add reimb_id
df = postprocessing_funcs.generate_reimb_ids(df)
# Standardize output column order - this should ALWAYS be the final postprocessing step
df = postprocessing_funcs.reorder_columns(df, COLUMN_ORDER)
return df
def get_df_stats(df):
print("*************** Test Bed Stats ****************")
print(f"{len(df['FILE_NAME'].unique())} contracts")
print(f"{len(df.columns)} fields")
print(
f"{(df == '').all().sum()} fields not populated:"
) # Count of completely empty fields
print(f"{df.columns[(df == '').all()].tolist()}") # List of completely empty fields
def get_row_comparison(testbed, results):
row_comparison = pd.DataFrame(index=testbed["FILE_NAME"].unique())
row_comparison["testbed"] = testbed.groupby("FILE_NAME").size()
row_comparison["results"] = results.groupby("FILE_NAME").size()
print("\n*************** Row Count Comparison ****************")
print(
f"Files with different row counts: {(row_comparison['testbed'] != row_comparison['results']).sum()}"
)
return row_comparison
def get_consecutive_page_groups(pages) -> list:
"""Group consecutive page numbers together.
e.g., [4, 5, 6, 8, 9] -> [[4, 5, 6], [8, 9]]
"""
if not pages:
return []
# Convert to sorted list of integers
page_nums = sorted([int(p) for p in pages if str(p).isdigit()])
if not page_nums:
return []
groups = []
current_group = [page_nums[0]]
for i in range(1, len(page_nums)):
if page_nums[i] == page_nums[i - 1] + 1: # consecutive pages
current_group.append(page_nums[i])
else:
groups.append(current_group)
current_group = [page_nums[i]]
groups.append(current_group) # Append the last group
return groups
def group_name(group):
"""Convert a group of consecutive pages to a readable name.
E.g., [4, 5, 6] -> "4-6", [8, 9] -> "8-9", [13] -> "13"
"""
if len(group) == 1:
return str(group[0])
else:
return f"{group[0]}-{group[-1]}"
def normalize_page(page_str):
"""Normalize page numbers to integer strings for comparison (e.g., "4.0" -> "4", "4" -> "4", "13.0.0" -> "13")"""
if pd.isna(page_str) or page_str == "":
return None
try:
# Split on first period
return str(page_str).strip().split(".")[0]
except (ValueError, TypeError):
return str(page_str).strip()
def get_one_to_one_analysis(testbed, results):
print("\n*************** One-to-One Stats ****************")
one_to_one_fields = (
FieldSet(file_path=config.FIELD_JSON_PATH)
.filter(relationship="one_to_one")
.list_fields()
)
one_to_one_fields.extend(
["PROV_GROUP_TIN", "PROV_GROUP_NPI", "PROV_GROUP_NAME_FULL"]
)
one_to_one_fields = [
f
for f in one_to_one_fields
if f not in {"TIN", "NPI", "NAME", "CLIENT_NAME", "GLOBAL_LESSER_OF_STATEMENT"}
]
# Create filtered dataframes with only one-to-one fields
one_to_one_columns = ["FILE_NAME"] + [
f for f in one_to_one_fields if f in testbed.columns and f in results.columns
]
testbed_one_to_one = testbed[one_to_one_columns].drop_duplicates()
results_one_to_one = results[one_to_one_columns].drop_duplicates()
metrics_df = pd.DataFrame(
columns=["Field", "Precision", "Recall", "Accuracy", "FN_list"]
)
comparison_df = pd.DataFrame(index=testbed["FILE_NAME"].unique())
for field in one_to_one_fields:
if (
field in testbed.columns
and field in results.columns
and field != "FILE_NAME"
):
# Merge and compare values (no need to drop_duplicates here since we already did)
merged = pd.merge(
testbed_one_to_one[["FILE_NAME", field]],
results_one_to_one[["FILE_NAME", field]],
on="FILE_NAME",
suffixes=("_truth", "_pred"),
)
# Normalize strings by stripping whitespace and converting to same case
merged[f"{field}_truth_norm"] = (
merged[f"{field}_truth"].astype(str).str.strip().str.upper()
)
merged[f"{field}_pred_norm"] = (
merged[f"{field}_pred"].astype(str).str.strip().str.upper()
)
# Compare values using normalized strings
merged[field] = (
merged[f"{field}_truth_norm"] == merged[f"{field}_pred_norm"]
) & (merged[f"{field}_truth"] != "")
# Drop duplicate rows
merged = merged.drop_duplicates(subset=["FILE_NAME", field])
# Add to comparison DataFrame
try:
comparison_df[field] = merged.set_index("FILE_NAME")[field]
except Exception as e:
print(
f"\n❌ ERROR: Field '{field}' has inconsistent values for the same FILE_NAME",
f"This indicates a data quality issue in your testbed - one-to-one fields should have",
f"the same value for all rows of the same file.\n",
)
# Check for problematic files in the original data before any deduplication
problem_files = []
for file_name in testbed_one_to_one["FILE_NAME"].unique():
file_data = testbed_one_to_one[
testbed_one_to_one["FILE_NAME"] == file_name
]
unique_values = file_data[field].unique()
if len(unique_values) > 1:
problem_files.append((file_name, unique_values.tolist()))
if problem_files:
print("Problematic file(s) and ALL their conflicting values:")
for file_name, values in problem_files:
print(f"\nFile: {file_name}")
print(f" All '{field}' values found: {values}")
print(f" (Should all be the same value)")
print(
f"\n💡 Fix: Ensure all rows for the same file have identical '{field}' values in your testbed."
)
print(f"Original pandas error: {e}")
raise ValueError(
f"Data quality error: Field '{field}' has inconsistent values for FILE_NAME. "
f"Please fix the testbed data (or the results data) before proceeding."
)
# Calculate metrics
precision, recall, accuracy, FN_list = calculate_field_metrics(
merged, field
)
metrics_df.loc[len(metrics_df)] = [
field,
precision,
recall,
accuracy,
FN_list,
]
else:
metrics_df.loc[len(metrics_df)] = [field, None, None, None, None]
comparison_df[field] = None
# Display results with clean formatting
print(
metrics_df[["Field", "Precision", "Recall", "Accuracy"]].to_string(
index=False,
float_format=lambda x: "{:.2f}".format(x) if pd.notnull(x) else "Not found",
justify="left",
col_space={"Field": 40, "Precision": 15, "Recall": 15, "Accuracy": 15},
)
)
return metrics_df, comparison_df
def get_one_to_n_analysis(testbed, results):
print("\n*************** One-to-N Stats ****************")
one_to_n_fields = {
"methodology_breakout": [
field
for field in FieldSet(file_path=config.FIELD_JSON_PATH)
.filter(field_type="methodology_breakout")
.list_fields()
if field != "GREATER_OF_IND"
],
"fee_schedule_breakout": [
"AARETE_DERIVED_FEE_SCHEDULE",
"AARETE_DERIVED_FEE_SCHEDULE_VERSION",
],
"trigger_cap": ["TRIGGER_CAP_THRESHOLD_AMT", "TRIGGER_BASE_THRESHOLD"],
"rate_escalator": [
"RATE_ESCALATOR_IND",
"RATE_ESCALATOR_TERM",
"RATE_ESCALATOR_MAX_RATE_INC_PCT",
"RATE_ESCALATOR_RATE_CHANGE_TIMELINE",
],
"addition": [
"ADDITION_DESC",
"ADDITION_MAX_PCT_RATE_INC",
"ADDITION_MAX_FEE_RATE_INC",
"ADDITION_RATE_CHANGE_TIMELINE",
"AARETE_DERIVED_ADDITION_RATE_CHANGE_TIMELINE",
],
"dynamic_primary": [
"AARETE_DERIVED_LOB",
"AARETE_DERIVED_PROGRAM",
"AARETE_DERIVED_NETWORK",
"AARETE_DERIVED_PRODUCT",
],
"reimb_prov_info": ["REIMB_PROV_TIN", "REIMB_PROV_NPI", "REIMB_PROV_NAME"],
}
one_to_n_metrics = {}
for field_type, fields in one_to_n_fields.items():
N = len(fields)
accuracies = []
for file in testbed["FILE_NAME"].unique():
testbed_file = testbed[testbed["FILE_NAME"] == file]
results_file = results[results["FILE_NAME"] == file]
# Ensure there are rows in both dataframes
if testbed_file.shape[0] == 0 or results_file.shape[0] == 0:
print(f"No rows in either labels or predictions for file: {file}")
continue
confusion_matrix = match_rows(fields, testbed_file, results_file, N)
confusion_matrix["Filename"] = file
accuracies.append(confusion_matrix)
precision_df, recall_df, overall = calculate_precision_recall(accuracies)
one_to_n_metrics[field_type] = {
"precision": precision_df,
"recall": recall_df,
"overall": overall,
}
print(f"\nOverall Metrics: {field_type}")
print(
overall.to_string(
index=True,
float_format=lambda x: (
"{:.2f}".format(x) if pd.notnull(x) else "Not found"
),
justify="left",
col_space={
"tp": 15,
"fp": 15,
"fn": 15,
"prec": 15,
"rec": 15,
"f1": 15,
},
)
)
return one_to_n_metrics
def get_reimb_primary(testbed, results):
common_files = set(testbed["FILE_NAME"]).intersection(set(results["FILE_NAME"]))
reimb_primary_metric_rows = []
for file in common_files:
result = compare_term_extraction_results(
file, predictions_df=results, gt_df=testbed
)
reimb_primary_metric_rows.append(result.copy())
reimb_primary_df = pd.DataFrame(reimb_primary_metric_rows)
return reimb_primary_df
def export_to_excel(
output_file,
testbed,
row_comparison,
metrics_df,
comparison_df,
one_to_n_metrics,
reimb_primary_df,
provider_metrics_df,
):
with pd.ExcelWriter(output_file, engine="openpyxl") as writer:
# Test Bed Stats
stats_df = pd.DataFrame(
{
"Metric": ["Total Contracts", "Total Fields", "Empty Fields"],
"Value": [
len(testbed["FILE_NAME"].unique()),
len(testbed.columns),
(testbed == "").all().sum(),
],
}
)
empty_fields_df = pd.DataFrame(
{"Empty Fields": testbed.columns[(testbed == "").all()].tolist()}
)
stats_df.to_excel(writer, sheet_name="Testbed Stats", index=False)
row_comparison.to_excel(writer, sheet_name="Row Counts")
empty_fields_df.to_excel(writer, sheet_name="Empty Fields", index=False)
# One-to-One Results
metrics_df.to_excel(writer, sheet_name="One-to-One Metrics", index=False)
comparison_df.to_excel(writer, sheet_name="One-to-One Details") # Add new sheet
# One-to-N Results
for field_type, metrics in one_to_n_metrics.items():
precision_df = metrics["precision"]
recall_df = metrics["recall"]
overall = metrics["overall"]
# Add the field type to the sheet names
precision_df.to_excel(
writer, sheet_name=f"{field_type} Precision", index=False
)
recall_df.to_excel(writer, sheet_name=f"{field_type} Recall", index=False)
overall.to_excel(writer, sheet_name=f"{field_type} Overall")
# Reimbursement Primary Results
reimb_primary_df.to_excel(
writer, sheet_name="Reimbursement Primary", index=False
)
# Order-independent provider analysis
provider_metrics_df.to_excel(writer, sheet_name="Provider Fields", index=False)
# Auto-adjust column widths
for sheet_name in writer.sheets:
worksheet = writer.sheets[sheet_name]
for column in worksheet.columns:
max_length = 0
column = [cell for cell in column]
for cell in column:
try:
if len(str(cell.value)) > max_length:
max_length = len(str(cell.value))
except:
pass
adjusted_width = max_length + 2
worksheet.column_dimensions[column[0].column_letter].width = (
adjusted_width
)
print(f"Results exported to {output_file}")