@claritylabs/cl-sdk 3.2.5 → 3.2.7

package/dist/index.js

@@ -3952,6 +3952,16 @@ var OPERATIONAL_COVERAGE_TERM_KINDS2 = [
   "other"
 ];
 var OperationalCoverageTermKindSchema = import_zod21.z.enum(OPERATIONAL_COVERAGE_TERM_KINDS2);
+var CleanupTermSchema = import_zod21.z.object({
+  kind: OperationalCoverageTermKindSchema,
+  label: import_zod21.z.string(),
+  value: import_zod21.z.string(),
+  amount: import_zod21.z.number().nullable().optional(),
+  appliesTo: import_zod21.z.string().nullable().optional(),
+  sourceNodeIds: import_zod21.z.array(import_zod21.z.string()).optional(),
+  sourceSpanIds: import_zod21.z.array(import_zod21.z.string()).optional(),
+  reason: import_zod21.z.string().optional()
+});
 var OperationalProfileCleanupSchema = import_zod21.z.object({
   coverageDecisions: import_zod21.z.array(import_zod21.z.object({
     coverageIndex: import_zod21.z.number().int().nonnegative(),
@@ -3975,7 +3985,8 @@ var OperationalProfileCleanupSchema = import_zod21.z.object({
       appliesTo: import_zod21.z.string().nullable().optional(),
       sourceNodeIds: import_zod21.z.array(import_zod21.z.string()).optional(),
       sourceSpanIds: import_zod21.z.array(import_zod21.z.string()).optional()
-    })).optional()
+    })).optional(),
+    termAdditions: import_zod21.z.array(CleanupTermSchema).optional()
   })).default([]),
   warnings: import_zod21.z.array(import_zod21.z.string()).default([])
 });
@@ -3983,6 +3994,7 @@ var CLEANUP_CANDIDATE_ID_LIMIT = 12;
 var CLEANUP_SOURCE_NODE_LIMIT = 90;
 var CLEANUP_SIBLING_WINDOW = 4;
 var CLEANUP_KEYWORD = /\b(coverage|limit|liability|deductible|retention|retroactive|premium|aggregate|sublimit|sub-limit|claim|occurrence|loss|proceeding|endorsement|declarations?)\b|\$[0-9]/i;
+var CLEANUP_CONTINUATION_KEYWORD = /\b(coverage part|limit of liability|deductible|retention|retroactive date|aggregate|sublimit|sub-limit|each claim|each occurrence|each loss|each proceeding|coinsurance)\b|\$[0-9]/i;
 function compactNode(node, maxText = 700) {
   return {
     id: node.id,
@@ -4111,11 +4123,15 @@ function selectCoverageCleanupNodes(sourceTree, coverages) {
     const children = childrenByParent.get(selectedNode.id) ?? [];
     for (const child of children.slice(0, 24)) addNode(child, 760);
   }
+  const continuationPages = new Set([...coveragePages].map((page) => page + 1));
   for (const node of sourceTree) {
     if (node.kind === "document") continue;
-    if (!node.pageStart || !coveragePages.has(node.pageStart)) continue;
+    if (typeof node.pageStart !== "number") continue;
+    const samePage = coveragePages.has(node.pageStart);
+    const nearbyContinuationPage = continuationPages.has(node.pageStart);
+    if (!samePage && !nearbyContinuationPage) continue;
     const text = nodeTextForSelection(node);
-    if (CLEANUP_KEYWORD.test(text) || nodeTextMatchesCoverage(node, coverageTerms)) {
+    if (CLEANUP_KEYWORD.test(text) || nodeTextMatchesCoverage(node, coverageTerms) || nearbyContinuationPage && CLEANUP_CONTINUATION_KEYWORD.test(text)) {
       addNode(node, 600);
     }
   }
@@ -4129,7 +4145,7 @@ function buildOperationalProfileCleanupPrompt(sourceTree, profile, options = {})
   const coverageEntries = coverageCleanupEntries(profile, options.coverageIndexes);
   const nodes = selectCoverageCleanupNodes(sourceTree, coverageEntries.map((entry) => entry.coverage)).map((node) => compactNode(
     node,
-    node.kind === "page" || node.kind === "page_group" ? 260 : node.kind === "table_row" || node.kind === "table_cell" ? 520 : 360
+    node.kind === "page" || node.kind === "page_group" ? 520 : node.kind === "table_row" || node.kind === "table_cell" ? 520 : 360
   ));
   const candidate = {
     documentType: profile.documentType,
@@ -4153,19 +4169,24 @@ 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.
+- Generic policy form rows projected as scheduled coverages when their values only say "as stated in Item...", "shown in the Declarations", or similar cross-references instead of actual scheduled amounts.
 
 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.
+- Drop a coverage row when it is only generic policy wording that points back to a declarations item or schedule and does not itself state policy-specific limits, deductibles, retentions, premiums, dates, or coverage names.
 - 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:
@@ -4306,9 +4327,50 @@ 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;
@@ -4339,23 +4401,31 @@ 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;