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feat: implement PHIX validation for schools and daycares#152

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eswarchandravidyasagar wants to merge 23 commits intomainfrom
feat/PHIX-validation
Open

feat: implement PHIX validation for schools and daycares#152
eswarchandravidyasagar wants to merge 23 commits intomainfrom
feat/PHIX-validation

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@eswarchandravidyasagar
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@eswarchandravidyasagar eswarchandravidyasagar commented Jan 14, 2026

  • Added PHIX validation module to validate school/daycare names against the official PHIX reference list.
  • Integrated validation into the preprocessing step in orchestrator.py.
  • Configurable options added to parameters.yaml for enabling validation and handling unmatched facilities.
  • Created unit tests for the validation module covering various scenarios.
  • Added documentation for the validation plan and updated the plans directory.

@eswarchandravidyasagar
feat: implement PHIX validation for schools and daycares
27c5c09 
- Added PHIX validation module to validate school/daycare names against the official PHIX reference list.
- Integrated validation into the preprocessing step in orchestrator.py.
- Configurable options added to parameters.yaml for enabling validation and handling unmatched facilities.
- Created unit tests for the validation module covering various scenarios.
- Added documentation for the validation plan and updated the plans directory.
@jangevaare
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jangevaare commented Jan 15, 2026

We don't have redistribution permission on the phix reference list file, so that will need to be removed and commits squashed. It'll also blow up the size of this repository and its history.

Users will have to BYO phix reference list

jangevaare
jangevaare reviewed Jan 15, 2026
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Comment thread config/parameters.yaml Outdated
# Path to PHIX reference Excel file (relative to project root)
reference_file: PHIX Reference Lists v5.2 - 2025Jun30.xlsx
# Minimum fuzzy match score (0-100) to consider a match
match_threshold: 85
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@jangevaare jangevaare Jan 15, 2026

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Is this required. It should be exact? This could enable bypass of the exact issues we'd like to protect against like similarly named schools being accidentally selected when a panorama user creates a forecast query

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jangevaare commented Jan 15, 2026

We likely need a mapping file that converts the PHU name from phix reference document, to standardized PHU acronyms (which should be enforced for template folders, etc)

We also may need to allow functionality for this map to be many-to-one, in the case of PHUs which have merged since this was last updated.

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jangevaare commented Jan 15, 2026

I know in this case that this is important to run early in pipeline before other processing, but I wonder also if we can emit something in the per-pdf validation log regarding valid facility being used for the target PHU?

@eswarchandravidyasagar
removed list
3c74056
@eswarchandravidyasagar
Refactor PHIX validation to enforce strict exact matching
56a93ee 
- Updated `validate_phix.py` to remove fuzzy matching and implement strict exact matching for facility names against the PHIX reference list.
- Introduced PHU alias mapping to restrict validation to specific Public Health Units (PHUs) using a YAML configuration file.
- Enhanced the `validate_facilities` function to support PHU scoping and improved error handling for unmatched facilities.
- Updated tests to reflect changes in matching strategy and added new tests for PHU alias mapping and validation behavior.
- Modified documentation to clarify the new validation process and configuration options.
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codecov Bot commented Jan 21, 2026 •
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Codecov Report

❌ Patch coverage is 75.06297% with 99 lines in your changes missing coverage. Please review.

Files with missing lines Patch % Lines
pipeline/orchestrator.py 16.66% 38 Missing and 2 partials ⚠️
pipeline/validate_phix.py 86.89% 19 Missing and 19 partials ⚠️
pipeline/preprocess.py 47.05% 13 Missing and 5 partials ⚠️
pipeline/validate_pdfs.py 88.00% 2 Missing and 1 partial ⚠️

📢 Thoughts on this report? Let us know!

eswarchandravidyasagar and others added 20 commits February 5, 2026 16:22
@eswarchandravidyasagar
feat: enhance PHIX validation with configurable sheet name and output…
3a73f99 
… column prefix, support multiple facility columns
@TiaTuinstra
When available, use PHIX ID for validation; only considered exact mat…
4793e46 
…ch when PHIX ID is verified, otherwise inexact match
@jangevaare @TiaTuinstra
requires higher version of python for union operand. Increment packag…
3e628b9 
…e version to match release.
@jangevaare @TiaTuinstra
uv lock --upgrade and uv sync
081d379 
uv lock --upgrade
@jangevaare @TiaTuinstra
fix over_16 in tests
ed544e4
@kassyray @TiaTuinstra
Adding in option to remove border around client information box. Upda…
48989b9 
…ting templates accordingly. #155 (#156)
@jangevaare @TiaTuinstra
type checker fixes
fa12d2e
@dependabot @TiaTuinstra
Bump the minor-and-patch group across 1 directory with 4 updates (#166)
9269230 
Bumps the minor-and-patch group with 4 updates in the / directory: [pypdf](https://github.com/py-pdf/pypdf), [babel](https://github.com/python-babel/babel), [ty](https://github.com/astral-sh/ty) and [git-changelog](https://github.com/pawamoy/git-changelog).


Updates `pypdf` from 6.6.0 to 6.6.2
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.6.0...6.6.2)

Updates `babel` from 2.17.0 to 2.18.0
- [Release notes](https://github.com/python-babel/babel/releases)
- [Changelog](https://github.com/python-babel/babel/blob/master/CHANGES.rst)
- [Commits](python-babel/babel@v2.17.0...v2.18.0)

Updates `ty` from 0.0.12 to 0.0.14
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.12...0.0.14)

Updates `git-changelog` from 2.7.0 to 2.7.1
- [Release notes](https://github.com/pawamoy/git-changelog/releases)
- [Changelog](https://github.com/pawamoy/git-changelog/blob/main/CHANGELOG.md)
- [Commits](pawamoy/git-changelog@2.7.0...2.7.1)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.6.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: babel
  dependency-version: 2.18.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.14
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: git-changelog
  dependency-version: 2.7.1
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@jangevaare @TiaTuinstra
Update typst to ver 0.14.2 in GH actions (#159)
5ce9403
@dependabot @TiaTuinstra
Bump the minor-and-patch group across 1 directory with 3 updates (#168)
6eb6af7 
Bumps the minor-and-patch group with 3 updates in the / directory: [pypdf](https://github.com/py-pdf/pypdf), [pillow](https://github.com/python-pillow/Pillow) and [ty](https://github.com/astral-sh/ty).


Updates `pypdf` from 6.6.2 to 6.7.0
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.6.2...6.7.0)

Updates `pillow` from 12.1.0 to 12.1.1
- [Release notes](https://github.com/python-pillow/Pillow/releases)
- [Changelog](https://github.com/python-pillow/Pillow/blob/main/CHANGES.rst)
- [Commits](python-pillow/Pillow@12.1.0...12.1.1)

Updates `ty` from 0.0.14 to 0.0.17
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.14...0.0.17)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.7.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: pillow
  dependency-version: 12.1.1
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.17
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@dependabot @TiaTuinstra
Bump the minor-and-patch group with 2 updates (#169)
ddde781 
Bumps the minor-and-patch group with 2 updates: [pypdf](https://github.com/py-pdf/pypdf) and [ty](https://github.com/astral-sh/ty).


Updates `pypdf` from 6.7.0 to 6.7.2
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.7.0...6.7.2)

Updates `ty` from 0.0.17 to 0.0.18
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.17...0.0.18)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.7.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.18
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@dependabot @TiaTuinstra
Bump the minor-and-patch group across 1 directory with 4 updates (#171)
ccf5488 
Bumps the minor-and-patch group with 4 updates in the / directory: [pypdf](https://github.com/py-pdf/pypdf), [ty](https://github.com/astral-sh/ty), [git-changelog](https://github.com/pawamoy/git-changelog) and [pypandoc](https://github.com/JessicaTegner/pypandoc).


Updates `pypdf` from 6.7.2 to 6.9.0
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.7.2...6.9.0)

Updates `ty` from 0.0.18 to 0.0.23
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.18...0.0.23)

Updates `git-changelog` from 2.7.1 to 2.9.0
- [Release notes](https://github.com/pawamoy/git-changelog/releases)
- [Changelog](https://github.com/pawamoy/git-changelog/blob/main/CHANGELOG.md)
- [Commits](pawamoy/git-changelog@2.7.1...2.9.0)

Updates `pypandoc` from 1.16.2 to 1.17
- [Release notes](https://github.com/JessicaTegner/pypandoc/releases)
- [Changelog](https://github.com/JessicaTegner/pypandoc/blob/master/release.md)
- [Commits](JessicaTegner/pypandoc@v1.16.2...v1.17)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.9.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.23
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: git-changelog
  dependency-version: 2.9.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: pypandoc
  dependency-version: '1.17'
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@dependabot @TiaTuinstra
Bump the minor-and-patch group with 4 updates (#172)
76af415 
Bumps the minor-and-patch group with 4 updates: [pypdf](https://github.com/py-pdf/pypdf), [pytest-cov](https://github.com/pytest-dev/pytest-cov), [ty](https://github.com/astral-sh/ty) and [git-changelog](https://github.com/pawamoy/git-changelog).


Updates `pypdf` from 6.9.0 to 6.9.1
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.9.0...6.9.1)

Updates `pytest-cov` from 7.0.0 to 7.1.0
- [Changelog](https://github.com/pytest-dev/pytest-cov/blob/master/CHANGELOG.rst)
- [Commits](pytest-dev/pytest-cov@v7.0.0...v7.1.0)

Updates `ty` from 0.0.23 to 0.0.24
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.23...0.0.24)

Updates `git-changelog` from 2.9.0 to 2.9.2
- [Release notes](https://github.com/pawamoy/git-changelog/releases)
- [Changelog](https://github.com/pawamoy/git-changelog/blob/main/CHANGELOG.md)
- [Commits](pawamoy/git-changelog@2.9.0...2.9.2)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.9.1
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: pytest-cov
  dependency-version: 7.1.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.24
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: git-changelog
  dependency-version: 2.9.2
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@dependabot @TiaTuinstra
Bump the minor-and-patch group with 3 updates (#174)
b95764a 
Bumps the minor-and-patch group with 3 updates: [pypdf](https://github.com/py-pdf/pypdf), [ty](https://github.com/astral-sh/ty) and [git-changelog](https://github.com/pawamoy/git-changelog).


Updates `pypdf` from 6.9.1 to 6.9.2
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.9.1...6.9.2)

Updates `ty` from 0.0.24 to 0.0.26
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.24...0.0.26)

Updates `git-changelog` from 2.9.2 to 2.9.3
- [Release notes](https://github.com/pawamoy/git-changelog/releases)
- [Changelog](https://github.com/pawamoy/git-changelog/blob/main/CHANGELOG.md)
- [Commits](pawamoy/git-changelog@2.9.2...2.9.3)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.9.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.26
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: git-changelog
  dependency-version: 2.9.3
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@dependabot @TiaTuinstra
Bump the minor-and-patch group across 1 directory with 5 updates (#176)
acfbf81 
Bumps the minor-and-patch group with 5 updates in the / directory:

| Package | From | To |
| --- | --- | --- |
| [pypdf](https://github.com/py-pdf/pypdf) | `6.9.2` | `6.10.0` |
| [pillow](https://github.com/python-pillow/Pillow) | `12.1.1` | `12.2.0` |
| [rapidfuzz](https://github.com/rapidfuzz/RapidFuzz) | `3.14.3` | `3.14.5` |
| [pytest](https://github.com/pytest-dev/pytest) | `9.0.2` | `9.0.3` |
| [ty](https://github.com/astral-sh/ty) | `0.0.26` | `0.0.29` |



Updates `pypdf` from 6.9.2 to 6.10.0
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.9.2...6.10.0)

Updates `pillow` from 12.1.1 to 12.2.0
- [Release notes](https://github.com/python-pillow/Pillow/releases)
- [Changelog](https://github.com/python-pillow/Pillow/blob/main/CHANGES.rst)
- [Commits](python-pillow/Pillow@12.1.1...12.2.0)

Updates `rapidfuzz` from 3.14.3 to 3.14.5
- [Release notes](https://github.com/rapidfuzz/RapidFuzz/releases)
- [Changelog](https://github.com/rapidfuzz/RapidFuzz/blob/main/CHANGELOG.rst)
- [Commits](rapidfuzz/RapidFuzz@v3.14.3...v3.14.5)

Updates `pytest` from 9.0.2 to 9.0.3
- [Release notes](https://github.com/pytest-dev/pytest/releases)
- [Changelog](https://github.com/pytest-dev/pytest/blob/main/CHANGELOG.rst)
- [Commits](pytest-dev/pytest@9.0.2...9.0.3)

Updates `ty` from 0.0.26 to 0.0.29
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.26...0.0.29)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.10.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: pillow
  dependency-version: 12.2.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: rapidfuzz
  dependency-version: 3.14.5
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: pytest
  dependency-version: 9.0.3
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.29
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
@dependabot @TiaTuinstra
Bump codecov/codecov-action from 5 to 6 in /.github/workflows
7cb92c8 
Bumps [codecov/codecov-action](https://github.com/codecov/codecov-action) from 5 to 6.
- [Release notes](https://github.com/codecov/codecov-action/releases)
- [Changelog](https://github.com/codecov/codecov-action/blob/main/CHANGELOG.md)
- [Commits](codecov/codecov-action@v5...v6)

---
updated-dependencies:
- dependency-name: codecov/codecov-action
  dependency-version: '6'
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
@dependabot @TiaTuinstra
Update setuptools requirement from >=45 to >=82.0.1
d8a746e 
Updates the requirements on [setuptools](https://github.com/pypa/setuptools) to permit the latest version.
- [Release notes](https://github.com/pypa/setuptools/releases)
- [Changelog](https://github.com/pypa/setuptools/blob/main/NEWS.rst)
- [Commits](pypa/setuptools@v45.0.0...v82.0.1)

---
updated-dependencies:
- dependency-name: setuptools
  dependency-version: 82.0.1
  dependency-type: direct:development
...

Signed-off-by: dependabot[bot] <support@github.com>
@dependabot @TiaTuinstra
Bump the minor-and-patch group across 1 directory with 3 updates
08ca3f0 
Bumps the minor-and-patch group with 3 updates in the / directory: [pypdf](https://github.com/py-pdf/pypdf), [pre-commit](https://github.com/pre-commit/pre-commit) and [ty](https://github.com/astral-sh/ty).


Updates `pypdf` from 6.10.0 to 6.10.2
- [Release notes](https://github.com/py-pdf/pypdf/releases)
- [Changelog](https://github.com/py-pdf/pypdf/blob/main/CHANGELOG.md)
- [Commits](py-pdf/pypdf@6.10.0...6.10.2)

Updates `pre-commit` from 4.5.1 to 4.6.0
- [Release notes](https://github.com/pre-commit/pre-commit/releases)
- [Changelog](https://github.com/pre-commit/pre-commit/blob/main/CHANGELOG.md)
- [Commits](pre-commit/pre-commit@v4.5.1...v4.6.0)

Updates `ty` from 0.0.29 to 0.0.32
- [Release notes](https://github.com/astral-sh/ty/releases)
- [Changelog](https://github.com/astral-sh/ty/blob/main/CHANGELOG.md)
- [Commits](astral-sh/ty@0.0.29...0.0.32)

---
updated-dependencies:
- dependency-name: pypdf
  dependency-version: 6.10.2
  dependency-type: direct:production
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
- dependency-name: pre-commit
  dependency-version: 4.6.0
  dependency-type: direct:development
  update-type: version-update:semver-minor
  dependency-group: minor-and-patch
- dependency-name: ty
  dependency-version: 0.0.32
  dependency-type: direct:development
  update-type: version-update:semver-patch
  dependency-group: minor-and-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
@TiaTuinstra
Merge branch 'main' into feat/PHIX-validation
99f6789
@TiaTuinstra
updated tests with new warning wording
173ebcc
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@eswarchandravidyasagar @jangevaare @TiaTuinstra @kassyray