@claritylabs/cl-sdk 3.2.4 → 3.2.6

package/dist/index.mjs

@@ -3576,6 +3576,16 @@ var OPERATIONAL_COVERAGE_TERM_KINDS2 = [
   "other"
 ];
 var OperationalCoverageTermKindSchema = z21.enum(OPERATIONAL_COVERAGE_TERM_KINDS2);
+var CleanupTermSchema = z21.object({
+  kind: OperationalCoverageTermKindSchema,
+  label: z21.string(),
+  value: z21.string(),
+  amount: z21.number().nullable().optional(),
+  appliesTo: z21.string().nullable().optional(),
+  sourceNodeIds: z21.array(z21.string()).optional(),
+  sourceSpanIds: z21.array(z21.string()).optional(),
+  reason: z21.string().optional()
+});
 var OperationalProfileCleanupSchema = z21.object({
   coverageDecisions: z21.array(z21.object({
     coverageIndex: z21.number().int().nonnegative(),
@@ -3599,7 +3609,8 @@ var OperationalProfileCleanupSchema = z21.object({
       appliesTo: z21.string().nullable().optional(),
       sourceNodeIds: z21.array(z21.string()).optional(),
       sourceSpanIds: z21.array(z21.string()).optional()
-    })).optional()
+    })).optional(),
+    termAdditions: z21.array(CleanupTermSchema).optional()
   })).default([]),
   warnings: z21.array(z21.string()).default([])
 });
@@ -3777,19 +3788,22 @@ Projection defects to look for:
 - Item references such as "shown in Item 7" or bare item numbers treated as money amounts.
 - Policy wording, exclusions, or unsupported prose copied into operational limit/deductible fields.
 - Header/value splits where "Limit of Liability", "Deductible", "Retroactive Date", "Aggregate", "Each Claim", or similar terms are attached to the wrong coverage row.
+- Collapsed combined bases where one candidate term says "Each Claim / Aggregate", "Each Loss / Aggregate", "Each Proceeding / Aggregate", or a continuation line supplies a separate policy aggregate, sub-limit, deductible, retention, retroactive date, or coinsurance term.
 - Repeated schedule headings projected as separate coverages when they only introduce the next coverage group.
 
 Rules:
 - Use internal reasoning, but return JSON decisions only.
-- Do not invent policy facts. Keep, drop, or update only existing coverageIndex and termIndex entries.
+- Do not invent policy facts. Keep, drop, or update only existing coverageIndex and termIndex entries, except for source-backed termAdditions on an existing coverage.
 - Use sourceNodeIds and sourceSpanIds only from the provided source nodes or from the existing candidate entry.
 - Prefer dropping a malformed fact over speculative rewriting.
 - Keep a coverage when it is a real operational coverage/benefit even if only one term needs cleanup.
 - When changing a term's semantic meaning, set kind to the corrected normalized term kind.
-- Do not add new coverage rows or new terms; this pass cleans the existing projection.
-- If one existing term combines multiple real limit bases, such as "Each Claim / Aggregate", keep the combined term unless another existing term already represents the other basis. Do not relabel it to only one basis and lose information.
+- Do not add new coverage rows.
+- Add termAdditions only when a provided source node directly supports the missing term and the candidate already has the correct coverage row.
+- When replacing one combined term with split terms, drop the combined term and add one term per basis. For example, "$1,000,000 Each Claim / Aggregate" should become one each_claim_limit term and one aggregate_limit term, both with value "$1,000,000".
+- When a schedule continues onto the next page before the next item marker, attach continuation terms such as "Aggregate", "Policy Aggregate", coinsurance, deductible, or retroactive date to the previous coverage row.
 - Include every JSON key in each decision. Use null for scalar fields you are not changing and [] for source ID lists you are not changing.
-- For each coverage decision, always include termDecisions. Use [] when no terms need cleanup.
+- For each coverage decision, always include termDecisions and termAdditions. Use [] when no existing terms need cleanup or no new terms are needed.
 - Keep reasons concise and factual.
 
 Candidate projection:
@@ -3930,9 +3944,50 @@ function applyTermCleanupDecision(term, decision, validNodeIds, validSpanIds) {
   }
   return next;
 }
+function termAdditionTouches(addition, predicate) {
+  return predicate({
+    kind: addition.kind,
+    label: cleanProfileValue(addition.label) ?? "",
+    value: cleanProfileValue(addition.value) ?? ""
+  });
+}
 function termDecisionsTouch(coverage, decisions, predicate) {
   return decisions.filter((decision) => decision.action !== "keep").some((decision) => termDecisionTouches(coverage, decision, predicate));
 }
+function termAdditionsTouch(additions, predicate) {
+  return additions.some((addition) => termAdditionTouches(addition, predicate));
+}
+function termKey(term) {
+  return [
+    term.kind,
+    cleanProfileValue(term.label)?.toLowerCase(),
+    cleanProfileValue(term.value)?.toLowerCase()
+  ].join("|");
+}
+function applyTermAddition(addition, validNodeIds, validSpanIds) {
+  const label = cleanProfileValue(addition.label);
+  const value = cleanProfileValue(addition.value);
+  if (!label || !value) return void 0;
+  const sourceNodeIds = validIds(addition.sourceNodeIds, validNodeIds);
+  const sourceSpanIds = validIds(addition.sourceSpanIds, validSpanIds);
+  if (sourceNodeIds.length === 0 && sourceSpanIds.length === 0) return void 0;
+  const term = {
+    kind: addition.kind,
+    label,
+    value,
+    sourceNodeIds,
+    sourceSpanIds
+  };
+  if (typeof addition.amount === "number" && Number.isFinite(addition.amount)) {
+    term.amount = addition.amount;
+  } else if (term.kind !== "retroactive_date") {
+    const amount = amountFromOperationalValue(value);
+    if (amount !== void 0) term.amount = amount;
+  }
+  const appliesTo = cleanProfileValue(addition.appliesTo);
+  if (appliesTo) term.appliesTo = appliesTo;
+  return term;
+}
 function applyCoverageCleanupDecision(coverage, decision, validNodeIds, validSpanIds) {
   if (!decision || decision.action === "keep") return coverage;
   if (decision.action === "drop") return void 0;
@@ -3963,23 +4018,31 @@ function applyCoverageCleanupDecision(coverage, decision, validNodeIds, validSpa
   const termDecisions = (decision.termDecisions ?? []).filter((termDecision) => termDecision.termIndex < coverage.limits.length);
   const termDecisionByIndex = new Map(termDecisions.map((termDecision) => [termDecision.termIndex, termDecision]));
   next.limits = coverage.limits.map((term, index) => applyTermCleanupDecision(term, termDecisionByIndex.get(index), validNodeIds, validSpanIds)).filter((term) => Boolean(term));
-  if (termDecisions.length > 0) {
-    if (decision.limit == null && termDecisionsTouch(coverage, termDecisions, isLimitTerm)) {
+  const termAdditions = (decision.termAdditions ?? []).map((addition) => applyTermAddition(addition, validNodeIds, validSpanIds)).filter((term) => Boolean(term));
+  const existingTermKeys = new Set(next.limits.map(termKey));
+  for (const term of termAdditions) {
+    const key = termKey(term);
+    if (existingTermKeys.has(key)) continue;
+    next.limits.push(term);
+    existingTermKeys.add(key);
+  }
+  if (termDecisions.length > 0 || termAdditions.length > 0) {
+    if (decision.limit == null && (termDecisionsTouch(coverage, termDecisions, isLimitTerm) || termAdditionsTouch(termAdditions, isLimitTerm))) {
       const value = primaryLimitFromTerms(next.limits);
       if (value) next.limit = value;
       else delete next.limit;
     }
-    if (decision.deductible == null && termDecisionsTouch(coverage, termDecisions, isDeductibleTerm)) {
+    if (decision.deductible == null && (termDecisionsTouch(coverage, termDecisions, isDeductibleTerm) || termAdditionsTouch(termAdditions, isDeductibleTerm))) {
       const value = deductibleFromTerms(next.limits);
       if (value) next.deductible = value;
       else delete next.deductible;
     }
-    if (decision.premium == null && termDecisionsTouch(coverage, termDecisions, isPremiumTerm)) {
+    if (decision.premium == null && (termDecisionsTouch(coverage, termDecisions, isPremiumTerm) || termAdditionsTouch(termAdditions, isPremiumTerm))) {
       const value = premiumFromTerms(next.limits);
       if (value) next.premium = value;
       else delete next.premium;
     }
-    if (decision.retroactiveDate == null && termDecisionsTouch(coverage, termDecisions, isRetroactiveDateTerm)) {
+    if (decision.retroactiveDate == null && (termDecisionsTouch(coverage, termDecisions, isRetroactiveDateTerm) || termAdditionsTouch(termAdditions, isRetroactiveDateTerm))) {
       const value = retroactiveDateFromTerms(next.limits);
       if (value) next.retroactiveDate = value;
       else delete next.retroactiveDate;
@@ -5208,10 +5271,13 @@ function isTableCellSpan(span) {
 }
 function isOperationalEvidenceAnchor(span) {
   const sourceUnit3 = spanSourceUnit(span);
-  if (sourceUnit3 === "page" || sourceUnit3 === "table_cell") return false;
+  if (sourceUnit3 === "table_cell") return false;
   if (sourceUnit3 === "table" || sourceUnit3 === "table_row") return true;
   const text = cleanText([span.text, span.formNumber].filter(Boolean).join(" "), "");
   if (!text) return false;
+  if (sourceUnit3 === "page") {
+    return hasSubstantiveDeclarationsScheduleText(text) || /\b(declarations?|named insured|policy number|policy period|effective date|expiration date|premium|total due|producer)\b/i.test(text);
+  }
   if (/\bitem\s+\d+\.?\s*(?:named insured|policy number|policy period|renewal|form of business|coverage parts?|premium|extended reporting|producer|forms? and endorsements?)\b/i.test(text)) return true;
   if (/\b(policy\s*(number|period)|effective date|expiration date|expiry date|named insured|insurer|carrier|broker|producer|premium|total due)\b/i.test(text)) return true;
   if (/\b(coverage part|forms? and endorsements?|attached at inception|endorsement\s+(?:no\.?|number|#)?\s*[A-Z0-9])\b/i.test(text)) return true;
@@ -5268,7 +5334,7 @@ function operationalProfileEvidence(sourceTree, sourceSpans) {
   });
   const detailEntries = entries.filter((entry) => entry.sourceUnit !== "page");
   const pageEntries = entries.filter((entry) => entry.sourceUnit === "page");
-  return (detailEntries.length >= 20 ? detailEntries : [...detailEntries, ...pageEntries]).slice(0, 180);
+  return [...detailEntries, ...pageEntries].slice(0, 180);
 }
 function sourceTreeRootId(sourceTree) {
   return sourceTree.find((node) => node.kind === "document")?.id;