Praneel Panchigar bff8e103b0 Merged in bugfix/molina_ut_dynamic_primary (pull request #991)
Bugfix/molina ut dynamic primary

* Prompt changes for dynamic primary

* Route cover-sheet-only files to ERRORS.csv instead of leaking phantom rows

When every page of a contract was filtered out as a cover sheet / quick-review
form, process_file silently returned a FILE_NAME-only DataFrame. Because the
runner routes by checking for an "error" column, that file landed in
RESULTS.csv as a near-empty row and no ERRORS.csv was generated for the run.

- saas/file_processing.py: raise ValueError when text_dict is empty after
  cover-sheet filtering, so safe_process_file produces a proper error row.
- runner.py: add _is_phantom_result defense-in-depth — promote any result
  with no extracted fields beyond FILE_NAME to error_results with
  error_type=PhantomSuccess.

* Merged dev into bugfix/molina_ut_dynamic_primary

* Tighten PRODUCT prompt: restrict to valid_values, prune LOB/PROGRAM examples

* Merge branch 'bugfix/molina_ut_dynamic_primary' of bitbucket.org:aarete/doczy.ai into bugfix/molina_ut_dynamic_primary

* Add PROVIDER_NAME and DISCOUNT_TERM to FIELD_FORMAT_MAPPING

* Revert "Route cover-sheet-only files to ERRORS.csv instead of leaking phantom rows"

This reverts commit de79a1391511acaf78c92a6bee53697f419d3996.

* Drop internal-only columns from final output

Four columns were leaking into RESULTS.csv that have no entry in
FIELD_FORMAT_MAPPING and shouldn't ship to production:
  - DOCUMENT_TYPE: from the document classification stage, not a contract field
  - REIMB_PAGE / EXHIBIT_TEXT: internal extraction-trace columns
  - CODE_MAPPING_SOURCE: debug column

Drop them in standard_postprocess just before reorder_columns. Done after
attach_sid_column so AARETE_DERIVED_SID (which reads DOCUMENT_TYPE) still
gets populated correctly. Uses errors='ignore' so the drop is a no-op
when a column isn't present.

* Strict-filter columns to FIELD_FORMAT_MAPPING and tighten PRODUCT prompt

* Merged dev into bugfix/molina_ut_dynamic_primary

* Dedupe values within LOB/PROGRAM/PRODUCT/NETWORK fields

* Move hard-codes to within function


Approved-by: Katon Minhas
2026-05-01 21:27:39 +00:00

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

  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
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AARETE DoczyAI pipelines mirror.
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