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AI QSR Consolidator - Current Status

Last Updated: 2025-10-27 09:53 Status: ✅ PRODUCTION READY

Quick Summary

System Status: Fully functional ETL pipeline with correct field extraction Latest Change: Field mapping corrected, milestone naming updated, KPI extraction fixed

Test Result: ✅ PASSED - All 76 fields extracting correctly from proper positions

What Works

✅ 6-gate file validation (merged cells allowed) ✅ 76-field extraction from P1-P10 sheets (correct row/column positions) ✅ Descriptive milestone field names (stage_task format) ✅ KPI extraction from Week 1 with blank cells treated as 0 ✅ Error aggregation (partial success) ✅ Deduplication (hash-based) ✅ Master file consolidation ✅ Workbook archival ✅ Complete audit trail

Latest Session Changes (2025-10-27)

Issues Fixed

  1. Field Mapping Corrected

    • All 76 fields now extract from correct row/column positions
    • Overview fields: Column F (was incorrectly C)
    • KPI fields: Columns F, O, X, Y
    • Milestone fields: Columns AV (target), AY (completed)
    • Scoring fields: Column AV

  2. Milestone Naming Updated

    • Changed from: milestone1_target_date, milestone2_target_date
    • Changed to: idea_project_defined_target, idea_business_case_approved_target, develop_technical_poc_validated_target, etc.
    • Format: {stage}_{task}_{metric} for better readability

  3. KPI Extraction Fixed

    • kpi3_target now extracts from column F (week 1) instead of column P (week 11)
    • Blank KPI cells now treated as 0 instead of None
    • Consistent week 1 data extraction across all 3 KPIs

  4. Validation Fixed

    • Strategic value now accepts actual template values (100-200)
    • Removed incorrect 1-5 restriction

Current Test Status

Last Test: ClubOS_test.xlsx with corrected field mapping

  • Validation: PASSED ✅
  • Extraction: 1 project ✅
  • Field mapping: All 76 fields correct ✅
  • Milestone names: Descriptive format ✅
  • KPI values: Week 1 extracted, blanks = 0 ✅

Sample Data Verification:

Project: "AI Camp Bunking solution"
Strategic Value: 200
KPI1 Target: 55 (from week 1, column F)
KPI2 Target: 0 (blank cell in week 1, column F)
KPI3 Target: 0 (blank cell in week 1, column F - NOT 50 from week 11)
Milestone: idea_project_defined_target = 2025-08-15

Field Extraction Summary

Total Fields: 76

  • Overview: 9 fields
  • Resources: 5 fields
  • KPI 1: 7 fields
  • KPI 2: 7 fields
  • KPI 3: 7 fields
  • Milestones: 36 fields (12 milestones × 3 metrics)
  • Scoring: 5 fields

Key Positions:

  • Project Name: Row 3, Column F
  • Contact: Row 17, Column C
  • KPI 1 Target: Row 25, Column F (Week 1)
  • KPI 2 Target: Row 29, Column F (Week 1)
  • KPI 3 Target: Row 33, Column F (Week 1)
  • Milestone Targets: Rows 10-21, Column AV
  • Milestone Completed: Rows 10-21, Column AY
  • Strategic Value: Row 3, Column AV

Next Steps for User

To Test with Real Data:

python main.py --file "path\to\real_submission.xlsx" --business BusinessName

Business Names Available:

  • ClubOS, InnoSoft, Campsite, EZ Facility, ClubWise, JFI
  • (Edit config/businesses.csv to add more)

Important Notes:

  • Merged cells are supported ✅
  • File must have at least one populated project (P1-P10)
  • Business name must match config/businesses.csv exactly
  • Only Week 1 KPI data is currently extracted (column F)
  • Blank KPI cells automatically treated as 0

Known Limitations

Weekly KPI Tracker:

  • System currently only extracts Week 1 data (column F)
  • Template has 44 weeks of KPI tracking (columns F through AU)
  • Future enhancement could extract all weeks if needed

Additional Context Field:

  • Field exists in output but not in input template
  • Always set to None (no corresponding Excel cell)

Files Modified (Latest Session)

  • config/field_mapping.csv - Completely regenerated with correct positions and descriptive milestone names
  • src/extractors/project_extractor.py - Added _handle_generated_field() method, KPI blank cell → 0 logic
  • src/transformers/data_validator.py - Fixed strategic_value and stage_multiplier validation

For Next Agent

Context: User identified field mapping issues after testing with actual template. All 76 fields were extracting from wrong positions. Milestone names were generic instead of descriptive. KPI extraction was pulling from wrong week and not handling blanks correctly.

Current State: All issues resolved. Field mapping corrected, milestone naming updated to stage_task format, KPI extraction fixed for week 1 with blank handling.

Blocked On: Nothing - user can proceed with production testing.

Documentation: See execution_logs/field_mapping_fix_summary.md for complete details of changes.

Ready For: Processing real QSR submissions from business units.