#!/usr/bin/env python3 """ Data Estate — quickstart. Usage: python quickstart.py [ROOT] ROOT defaults to the parent folder of this script (so it works in-place inside the dataset). It loads the structured tables, joins across the CRM/ERP/claims "systems", then shows how to reach a scanned form, an email thread, and a call transcript for the SAME claim. """ import os, sys, json import pandas as pd ROOT = sys.argv[1] if len(sys.argv) > 1 else os.path.dirname(os.path.dirname(os.path.abspath(__file__))) def path(*a): return os.path.join(ROOT, *a) print(f"== Data Estate :: root = {ROOT} ==\n") # 1) structured tables ------------------------------------------------------- cust = pd.read_csv(path("structured", "crm_customers.csv")) pol = pd.read_csv(path("structured", "erp_policies.csv")) claims = pd.read_csv(path("structured", "claims.csv")) print(f"customers={len(cust):>6} policies={len(pol):>6} claims={len(claims):>6}") # 2) join across the three "systems" (note the column-name mismatch) --------- full = (claims .merge(cust, on="customer_id", how="left") .merge(pol, left_on="policy_no", right_on="PolicyNo", how="left")) print(f"joined claims+customer+policy -> {full.shape[0]} rows x {full.shape[1]} cols") # 3) how many customers look like near-duplicates ---------------------------- dup_keys = cust["customer_id"].astype(str).str.startswith("CU99").sum() print(f"near-duplicate customer rows (CU99*): {dup_keys}") # 4) find a customer that appears across ALL modalities, then trace them ----- docs = json.load(open(path("documents_index.json"))) emails = json.load(open(path("emails_index.json"))) calls = json.load(open(path("calls_index.json"))) doc_custs = {d["customer_id"] for d in docs} mail_custs = {e["customer_id"] for e in emails} call_custs = {c["customer_id"] for c in calls} fully_linked = doc_custs & mail_custs & call_custs cust_id = sorted(fully_linked)[0] if fully_linked else docs[0]["customer_id"] sample = next(d for d in docs if d["customer_id"] == cust_id) e = next(x for x in emails if x["customer_id"] == cust_id) c = next(x for x in calls if x["customer_id"] == cust_id) claim_no = sample["claim_no"] print(f"\n-- tracing customer {cust_id} across ALL sources --") print(" claims :", list(claims[claims.customer_id == cust_id].claim_no)) print(" scanned form :", sample["scan"], "(open with PIL / feed to OCR)") print(" pdf :", sample["pdf"]) print(" email thread :", e["file"]) print(" transcript :", c["file"]) row = claims[claims["claim_no"] == claim_no].iloc[0] print(" claim detail :", dict(row[["policy_no", "customer_id", "line", "status", "amount_claimed"]])) # 5) verify the scan opens --------------------------------------------------- try: from PIL import Image im = Image.open(path(sample["scan"])) print(f"\n scan opens OK -> {im.size} {im.mode}") except Exception as ex: print(" (PIL not available or scan missing:", ex, ")") print("\nDone. See README.md for the full data dictionary and per-question hints.")