feat(gui): inline Help popover next to every tool's title
Adds a contextual Help button on each detail page, right of the title. Clicking it opens a Streamlit popover with a one-shot how-to: when to use, numbered steps, before→after examples, and an optional one-line tip. Designed to be scannable — no paragraph prose. Implementation: - New ``render_tool_header(tool_id)`` helper in components replaces the bare ``st.title(...) + st.caption(...)`` block on each of the 11 tool pages. Title in the wide column, popover in a narrow right column; caption sits on its own line beneath. - Help content is one markdown blob per tool stored in i18n under ``tools.<id>.help_md`` (en + es). Editors can tweak copy without touching Python. - ``help.button_label`` and ``help.missing_body`` keys added to both packs for the popover trigger and the empty-tool fallback. All 11 tool pages now use the same header pattern — including the PDF Extractor and Reconciler which previously had hardcoded title/ caption pairs. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -48,6 +48,7 @@ __all__ = [
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# Shared chrome / pickup
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"back_to_home_link",
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"render_sticky_footer",
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"render_tool_header",
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"hide_streamlit_chrome",
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"html_download_button",
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"local_download_button",
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@@ -2042,6 +2042,40 @@ a[data-testid="stPageLink-NavLink"][href*="close"] {
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)
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def render_tool_header(tool_id: str) -> None:
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"""Title row with an inline Help popover anchored to the right.
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Replaces the bare ``st.title(...)`` + ``st.caption(...)`` block on
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each tool page. Help content is one markdown blob per tool in the
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i18n pack (``tools.<id>.help_md``) so editors can tweak copy without
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touching Python. The popover is anchored next to the title rather
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than the caption so it reads as part of the page header.
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Layout: ``[title | help button]`` over ``[caption]``. The help
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column is narrow; the title gets the rest. Vertical alignment is
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left to Streamlit's column default (top) — works on 1.35+ without
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the ``vertical_alignment`` kwarg that landed later.
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"""
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col_title, col_help = st.columns([10, 1])
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with col_title:
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st.title(_t(f"tools.{tool_id}.page_title"))
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with col_help:
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# Spacer pushes the popover button down so it sits closer to
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# the title's baseline than to its top — without the spacer the
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# button floats above the big title text.
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st.write("")
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body = _t(f"tools.{tool_id}.help_md")
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if body.startswith("tools."):
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body = _t("help.missing_body")
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with st.popover(
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_t("help.button_label"),
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icon=":material/help_outline:",
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use_container_width=True,
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):
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st.markdown(body)
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st.caption(_t(f"tools.{tool_id}.page_caption"))
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def _render_sticky_footer_DISABLED() -> None:
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"""Slim fixed-position footer at the bottom of the viewport.
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@@ -25,6 +25,7 @@ from src.gui.components import (
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hide_streamlit_chrome,
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html_download_button,
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render_sticky_footer,
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render_tool_header,
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)
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from src.pdf_extract import (
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PdfDependencyMissing,
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@@ -103,13 +104,7 @@ def _format_size(n_bytes: int) -> str:
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# Header + dep guard
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# ---------------------------------------------------------------------------
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st.markdown("# PDF to CSV")
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st.caption(
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"Scan bank-statement PDFs for transaction rows "
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"(``[date] [description] [amount]``). Review the table, uncheck "
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"rows you don't want, edit any cell that needs fixing, then "
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"download as CSV. No per-bank setup."
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)
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render_tool_header("10_pdf_extractor")
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_pdf_ok, _pdf_missing = _pdf_deps_status()
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if not _pdf_ok:
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@@ -25,6 +25,7 @@ from src.gui.components import (
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hide_streamlit_chrome,
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html_download_button,
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render_sticky_footer,
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render_tool_header,
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)
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from src.core.reconcile import ReconcileOptions, reconcile
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@@ -38,10 +39,7 @@ log_page_open("11_Reconciler")
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# Header
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# ---------------------------------------------------------------------------
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st.title("Reconcile Two Files")
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st.caption(
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"Compare two lists of transactions (e.g. bank vs. ledger) and flag what doesn't match."
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)
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render_tool_header("11_reconciler")
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# ---------------------------------------------------------------------------
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@@ -20,6 +20,7 @@ from src.gui.components import (
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apply_review_decisions,
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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config_panel,
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hide_streamlit_chrome,
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html_download_button,
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@@ -60,8 +61,7 @@ for key, default in _DEFAULTS.items():
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.01_deduplicator.page_title"))
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st.caption(t("tools.01_deduplicator.page_caption"))
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render_tool_header("01_deduplicator")
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# ---------------------------------------------------------------------------
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@@ -17,6 +17,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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html_download_button,
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pickup_or_upload,
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@@ -45,8 +46,7 @@ require_feature_or_render_upgrade(FeatureFlag.TEXT_CLEANER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.02_text_cleaner.page_title"))
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st.caption(t("tools.02_text_cleaner.page_caption"))
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render_tool_header("02_text_cleaner")
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# ---------------------------------------------------------------------------
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# File upload
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@@ -17,6 +17,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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html_download_button,
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pickup_or_upload,
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@@ -43,8 +44,7 @@ require_feature_or_render_upgrade(FeatureFlag.FORMAT_STANDARDIZER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.03_format_standardizer.page_title"))
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st.caption(t("tools.03_format_standardizer.page_caption"))
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render_tool_header("03_format_standardizer")
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# ---------------------------------------------------------------------------
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@@ -17,6 +17,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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html_download_button,
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pickup_or_upload,
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@@ -44,8 +45,7 @@ require_feature_or_render_upgrade(FeatureFlag.MISSING_HANDLER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.04_missing_handler.page_title"))
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st.caption(t("tools.04_missing_handler.page_caption"))
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render_tool_header("04_missing_handler")
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# ---------------------------------------------------------------------------
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@@ -17,6 +17,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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html_download_button,
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pickup_or_upload,
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@@ -45,8 +46,7 @@ require_feature_or_render_upgrade(FeatureFlag.COLUMN_MAPPER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.05_column_mapper.page_title"))
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st.caption(t("tools.05_column_mapper.page_caption"))
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render_tool_header("05_column_mapper")
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# ---------------------------------------------------------------------------
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@@ -14,6 +14,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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require_feature_or_render_upgrade,
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)
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@@ -31,8 +32,7 @@ require_feature_or_render_upgrade(FeatureFlag.OUTLIER_DETECTOR)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.06_outlier_detector.page_title"))
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st.caption(t("tools.06_outlier_detector.page_caption"))
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render_tool_header("06_outlier_detector")
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st.info("This tool is under development.")
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@@ -14,6 +14,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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require_feature_or_render_upgrade,
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)
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@@ -31,8 +32,7 @@ require_feature_or_render_upgrade(FeatureFlag.MULTI_FILE_MERGER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.07_multi_file_merger.page_title"))
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st.caption(t("tools.07_multi_file_merger.page_caption"))
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render_tool_header("07_multi_file_merger")
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st.info("This tool is under development.")
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@@ -14,6 +14,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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require_feature_or_render_upgrade,
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)
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@@ -31,8 +32,7 @@ require_feature_or_render_upgrade(FeatureFlag.VALIDATOR_REPORTER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.08_validator_reporter.page_title"))
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st.caption(t("tools.08_validator_reporter.page_caption"))
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render_tool_header("08_validator_reporter")
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st.info("This tool is under development.")
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@@ -17,6 +17,7 @@ if str(_project_root) not in sys.path:
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from src.gui.components import (
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back_to_home_link,
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render_sticky_footer,
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render_tool_header,
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hide_streamlit_chrome,
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html_download_button,
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pickup_or_upload,
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@@ -46,8 +47,7 @@ require_feature_or_render_upgrade(FeatureFlag.PIPELINE_RUNNER)
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# Header
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# ---------------------------------------------------------------------------
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st.title(t("tools.09_pipeline_runner.page_title"))
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st.caption(t("tools.09_pipeline_runner.page_caption"))
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render_tool_header("09_pipeline_runner")
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# ---------------------------------------------------------------------------
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@@ -15,6 +15,10 @@
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"ready": "Ready",
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"coming_soon": "Coming Soon"
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},
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"help": {
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"button_label": "Help",
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"missing_body": "No help written yet for this tool."
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},
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"upload": {
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"heading": "Import one or more files to start",
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"intro": "Optional: scan an imported file for data quality issues and see which tools can fix each one. Skip if you already know what you need.",
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@@ -109,61 +113,78 @@
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"name": "Find Duplicates",
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"description": "Find rows that repeat — exact and similar — and remove the extras.",
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"page_title": "Find Duplicates",
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"page_caption": "Find rows that repeat, then keep one and remove the extras."
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"page_caption": "Find rows that repeat, then keep one and remove the extras.",
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"help_md": "**When to use**\n- Customer or contact lists\n- Mailing lists from multiple sources\n- Product catalogs that may overlap\n\n**Steps**\n1. Upload your file\n2. Pick the column(s) that identify a row (email, phone, name+zip)\n3. Choose **Exact** or **Similar** matching\n4. Pick which row to keep (newest, longest, first)\n5. Preview, then export\n\n**Examples**\n- `John Smith` + `JOHN SMITH` → same person\n- `jane@co.com` + `jane@co.com ` → same email (trailing space)\n- `555-1234` + `(555) 1234` → same phone\n\n**Tip** Start with Exact; add Similar if you suspect typos."
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},
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"02_text_cleaner": {
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"name": "Clean Text",
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"description": "Trim extra spaces and strip out odd characters that copy-paste leaves behind.",
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"page_title": "Clean Text",
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"page_caption": "Trim extra spaces and strip out odd characters."
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"page_caption": "Trim extra spaces and strip out odd characters.",
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"help_md": "**When to use**\n- Text copied from web pages, PDFs, or older systems\n- Files with inconsistent spacing\n- Data with hidden or special characters\n\n**Steps**\n1. Upload your file\n2. Pick the text columns to clean\n3. Choose options: trim spaces, remove invisible characters, normalize quotes\n4. Preview the changes\n5. Export\n\n**Examples**\n- ` hello world ` → `hello world`\n- `“smart quotes”` → `\"normal quotes\"`\n- `datawithhidden` → `datawithhidden`\n\n**Tip** Always preview — text changes can affect later steps like duplicate detection."
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},
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"03_format_standardizer": {
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"name": "Standardize Formats",
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"description": "Make dates, phone numbers, currency, names, and addresses look the same throughout.",
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"page_title": "Standardize Formats",
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"page_caption": "Make dates, phones, currency, and names look the same throughout."
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"page_caption": "Make dates, phones, currency, and names look the same throughout.",
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"help_md": "**When to use**\n- Data from multiple sources that wrote dates/phones differently\n- Before sending to a system that wants one format\n- Preparing data for analysis or charts\n\n**Steps**\n1. Upload your file\n2. Pick a column (date, phone, currency, etc.)\n3. Choose the target format\n4. Preview\n5. Repeat for other columns, then export\n\n**Examples**\n- `Jan 5, 2025` / `01/05/2025` / `5-Jan-25` → `2025-01-05`\n- `(555) 123-4567` / `555.123.4567` → `+1 555-123-4567`\n- `$1,234.50` / `1234.5 USD` → `1234.50`\n\n**Tip** Run on several columns in one session — each column remembers its chosen format."
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},
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"04_missing_handler": {
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"name": "Fix Missing Values",
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"description": "Find blank cells (even ones written as 'N/A' or '?') and fill them in or remove them.",
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"page_title": "Fix Missing Values",
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"page_caption": "Find blank cells (even hidden ones) and fill them in or remove them."
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"page_caption": "Find blank cells (even hidden ones) and fill them in or remove them.",
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"help_md": "**When to use**\n- Spreadsheets with gaps\n- Files where someone typed `N/A` or `-` instead of leaving a cell blank\n- Before importing into a system that rejects blanks\n\n**Steps**\n1. Upload your file\n2. Review which columns have blanks\n3. Pick a strategy per column: **fill**, **drop the row**, or **leave alone**\n4. For numbers, pick a fill value: average, median, zero, or your own\n5. Preview, then export\n\n**Examples**\n- `N/A`, `-`, ` ` → treated as blank\n- Blank salary → filled with the column average\n- Row with no email → dropped\n\n**Tip** Don't fill the row's identifier (email, ID) — drop the row instead."
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},
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"05_column_mapper": {
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"name": "Map Columns",
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"description": "Rename columns, change their order, and set each one as text, number, or date.",
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"page_title": "Map Columns",
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"page_caption": "Rename columns, change their order, and set each one as text, number, or date."
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"page_caption": "Rename columns, change their order, and set each one as text, number, or date.",
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"help_md": "**When to use**\n- Combining files from vendors with different column names\n- Forcing the layout your system expects\n- Cleaning up exports with extra or weirdly-named columns\n\n**Steps**\n1. Upload your file\n2. Match each incoming column to your standard name\n3. Set each column's type: text, number, or date\n4. Reorder or drop columns\n5. Export with the new layout\n\n**Examples**\n- `cust_email` → `Customer Email`\n- `amt` → `Amount` (set as number)\n- `notes_internal` → drop\n\n**Tip** Save the mapping if you'll get the same file format again next month."
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},
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"06_outlier_detector": {
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"name": "Find Unusual Values",
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"description": "Spot values that look wrong — way too high, way too low, or breaking your rules.",
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"page_title": "Find Unusual Values",
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"page_caption": "Spot values that look wrong — way too high, too low, or breaking your rules."
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"page_caption": "Spot values that look wrong — way too high, too low, or breaking your rules.",
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"help_md": "**When to use**\n- Spotting typos, fraud, or bad imports in numeric data\n- Cleaning sensor or transaction data\n- Before reporting numbers to leadership\n\n**Steps**\n1. Upload your file\n2. Pick the numeric column to check\n3. Set a normal range (or use auto-detect)\n4. Review the flagged rows\n5. Choose: keep, remove, or cap to the limit\n\n**Examples**\n- Salary column with one row at `$9,999,999` → flagged\n- Age column with `250` → flagged\n- Rule: `price must be > 0` → flags negatives\n\n**Tip** Review flagged rows by hand — a real outlier is sometimes the most important data point."
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},
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"07_multi_file_merger": {
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"name": "Combine Files",
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"description": "Combine several CSV or Excel files into one — even if their columns don't match.",
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"page_title": "Combine Files",
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"page_caption": "Combine several CSV or Excel files into one — even if columns differ."
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"page_caption": "Combine several CSV or Excel files into one — even if columns differ.",
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"help_md": "**When to use**\n- Monthly reports across the year\n- Exports from different stores or branches\n- Multi-system data that needs to be in one file\n\n**Steps**\n1. Upload two or more files\n2. Confirm column matches (auto-detected; override if needed)\n3. Pick how to handle missing columns (skip, blank, default value)\n4. Preview the combined result\n5. Export the single file\n\n**Examples**\n- `January.csv` + `February.csv` → `2025.csv`\n- `NY-store.xlsx` + `LA-store.xlsx` → `all-stores.csv`\n- File A has `Email`, file B has `email_addr` → matched automatically\n\n**Tip** Add a `source` column so you can tell which file each row came from."
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},
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"08_validator_reporter": {
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"name": "Quality Check",
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"description": "Check your file against rules you set, and export a PDF or Excel report.",
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"page_title": "Quality Check",
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"page_caption": "Check your file against rules and export a PDF or Excel report."
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"page_caption": "Check your file against rules and export a PDF or Excel report.",
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"help_md": "**When to use**\n- Before handing data off to a client or partner\n- Before a strict system import\n- Routine quality audits\n\n**Steps**\n1. Upload your file\n2. Pick the rules to check (required columns, valid emails, no duplicates)\n3. Run the check\n4. Review the score and findings\n5. Export the report as PDF or Excel\n\n**Examples**\n- Rule: `email column must look like an email` → 12 rows fail\n- Rule: `amount must be > 0` → 3 rows fail\n- Rule: `no duplicate customer IDs` → 5 duplicates found\n\n**Tip** Run this last in your cleanup, then keep the PDF as proof of quality."
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},
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"09_pipeline_runner": {
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"name": "Automated Workflows",
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"description": "Run several tools in a row — save the steps once, reuse them anytime.",
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"page_title": "Automated Workflows",
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"page_caption": "Run several tools in a row — save the steps and reuse them anytime."
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"page_caption": "Run several tools in a row — save the steps and reuse them anytime.",
|
||||
"help_md": "**When to use**\n- A cleanup you do every week or month\n- Multi-step processes you keep repeating\n- Onboarding teammates to your data routine\n\n**Steps**\n1. Pick the tools you want to run, in order\n2. Configure each step\n3. Save the workflow as a JSON file\n4. Next time, load the workflow and upload a fresh file\n5. Get the cleaned output in one click\n\n**Examples**\n- `Clean Text` → `Standardize Formats` → `Find Duplicates` → export\n- Saved as `weekly-customer-cleanup.json`\n- Shared with a teammate so they get the same result\n\n**Tip** Start with two or three tools. You can always edit and add more later."
|
||||
},
|
||||
"10_pdf_extractor": {
|
||||
"name": "PDF to CSV",
|
||||
"description": "Pull transactions out of bank-statement PDFs into a clean CSV file.",
|
||||
"page_title": "PDF to CSV",
|
||||
"page_caption": "Pull transactions out of bank-statement PDFs into a clean CSV file."
|
||||
"page_caption": "Pull transactions out of bank-statement PDFs into a clean CSV file.",
|
||||
"help_md": "**When to use**\n- Bank or credit-card statements\n- Vendor invoices with line-item tables\n- Any PDF with a transaction table\n\n**Steps**\n1. Upload a PDF\n2. Draw a box around the table (once per source)\n3. Save the template (e.g. `Chase Checking`)\n4. Reuse the template on every future statement of that type\n5. Export the CSV\n\n**Examples**\n- Chase March statement → 87 transactions extracted\n- Same template auto-runs on April, May, June\n- Batch mode: process 12 months at once\n\n**Tip** Templates are per source (Chase, Wells Fargo, …). Build one per source you receive regularly."
|
||||
},
|
||||
"11_reconciler": {
|
||||
"name": "Reconcile Two Files",
|
||||
"description": "Compare two lists of transactions (e.g. bank vs. ledger) and flag what doesn't match.",
|
||||
"page_title": "Reconcile Two Files",
|
||||
"page_caption": "Compare two lists of transactions (e.g. bank vs. ledger) and flag what doesn't match.",
|
||||
"help_md": "**When to use**\n- Matching your bank statement to your books\n- Vendor invoices vs. payments sent\n- Inventory receipts vs. orders placed\n\n**Steps**\n1. Upload both files (e.g. bank export + accounting export)\n2. Pick the columns to match on (date, amount, reference)\n3. Set tolerances (e.g. date ±2 days, amount exact)\n4. Review four buckets: **matched**, **only in left**, **only in right**, **needs review**\n5. Export the results\n\n**Examples**\n- Bank `2025-03-15 $99.50` ↔ Books `2025-03-16 $99.50` → matched\n- Bank charge with no books entry → only in left\n- Same amount on the same day twice → flagged for review\n\n**Tip** Tighten the date tolerance once you trust the match — fewer ambiguous cases to review."
|
||||
}
|
||||
},
|
||||
"nav": {
|
||||
|
||||
@@ -15,6 +15,10 @@
|
||||
"ready": "Listo",
|
||||
"coming_soon": "Próximamente"
|
||||
},
|
||||
"help": {
|
||||
"button_label": "Ayuda",
|
||||
"missing_body": "Aún no hay ayuda para esta herramienta."
|
||||
},
|
||||
"upload": {
|
||||
"heading": "Importa uno o más archivos para empezar",
|
||||
"intro": "Opcional: analiza un archivo para detectar problemas de calidad de datos y ver qué herramientas pueden corregir cada uno. Sáltalo si ya sabes lo que necesitas.",
|
||||
@@ -109,61 +113,78 @@
|
||||
"name": "Buscar duplicados",
|
||||
"description": "Encuentra filas que se repiten — exactas y similares — y elimina las extras.",
|
||||
"page_title": "Buscar duplicados",
|
||||
"page_caption": "Encuentra filas que se repiten, conserva una y elimina las extras."
|
||||
"page_caption": "Encuentra filas que se repiten, conserva una y elimina las extras.",
|
||||
"help_md": "**Cuándo usarlo**\n- Listas de clientes o contactos\n- Listas de correo de varias fuentes\n- Catálogos de productos que pueden solaparse\n\n**Pasos**\n1. Sube tu archivo\n2. Elige la(s) columna(s) que identifican una fila (email, teléfono, nombre+CP)\n3. Elige coincidencia **Exacta** o **Similar**\n4. Elige qué fila conservar (más reciente, más larga, primera)\n5. Previsualiza y exporta\n\n**Ejemplos**\n- `John Smith` + `JOHN SMITH` → misma persona\n- `jane@co.com` + `jane@co.com ` → mismo email (espacio al final)\n- `555-1234` + `(555) 1234` → mismo teléfono\n\n**Consejo** Empieza con Exacta; añade Similar si sospechas erratas."
|
||||
},
|
||||
"02_text_cleaner": {
|
||||
"name": "Limpiar texto",
|
||||
"description": "Quita espacios extra y caracteres raros que deja el copiar y pegar.",
|
||||
"page_title": "Limpiar texto",
|
||||
"page_caption": "Quita espacios extra y caracteres raros."
|
||||
"page_caption": "Quita espacios extra y caracteres raros.",
|
||||
"help_md": "**Cuándo usarlo**\n- Texto copiado de páginas web, PDFs o sistemas antiguos\n- Archivos con espaciado inconsistente\n- Datos con caracteres ocultos o especiales\n\n**Pasos**\n1. Sube tu archivo\n2. Elige las columnas de texto a limpiar\n3. Elige opciones: recortar espacios, eliminar caracteres invisibles, normalizar comillas\n4. Previsualiza los cambios\n5. Exporta\n\n**Ejemplos**\n- ` hola mundo ` → `hola mundo`\n- `“comillas tipográficas”` → `\"comillas normales\"`\n- `datoconoculto` → `datoconoculto`\n\n**Consejo** Siempre previsualiza — los cambios pueden afectar pasos posteriores como duplicados."
|
||||
},
|
||||
"03_format_standardizer": {
|
||||
"name": "Estandarizar formatos",
|
||||
"description": "Haz que fechas, teléfonos, monedas, nombres y direcciones se vean iguales en todo el archivo.",
|
||||
"page_title": "Estandarizar formatos",
|
||||
"page_caption": "Haz que fechas, teléfonos, monedas y nombres se vean iguales en todo el archivo."
|
||||
"page_caption": "Haz que fechas, teléfonos, monedas y nombres se vean iguales en todo el archivo.",
|
||||
"help_md": "**Cuándo usarlo**\n- Datos de varias fuentes con fechas/teléfonos en formatos distintos\n- Antes de enviar a un sistema que exige un formato\n- Preparando datos para análisis o gráficos\n\n**Pasos**\n1. Sube tu archivo\n2. Elige una columna (fecha, teléfono, moneda, etc.)\n3. Elige el formato destino\n4. Previsualiza\n5. Repite con otras columnas y exporta\n\n**Ejemplos**\n- `5 Ene 2025` / `01/05/2025` / `5-Ene-25` → `2025-01-05`\n- `(555) 123-4567` / `555.123.4567` → `+1 555-123-4567`\n- `$1.234,50` / `1234.5 USD` → `1234.50`\n\n**Consejo** Trabaja varias columnas en una sesión — cada una recuerda su formato."
|
||||
},
|
||||
"04_missing_handler": {
|
||||
"name": "Corregir valores faltantes",
|
||||
"description": "Encuentra celdas vacías (incluso escritas como «N/A» o «?») y rellénalas o elimínalas.",
|
||||
"page_title": "Corregir valores faltantes",
|
||||
"page_caption": "Encuentra celdas vacías (incluso ocultas) y rellénalas o elimínalas."
|
||||
"page_caption": "Encuentra celdas vacías (incluso ocultas) y rellénalas o elimínalas.",
|
||||
"help_md": "**Cuándo usarlo**\n- Hojas con huecos\n- Archivos donde alguien escribió `N/A` o `-` en vez de dejar la celda vacía\n- Antes de importar a un sistema que rechaza celdas vacías\n\n**Pasos**\n1. Sube tu archivo\n2. Revisa qué columnas tienen celdas vacías\n3. Elige una estrategia por columna: **rellenar**, **eliminar la fila** o **dejar igual**\n4. Para números, elige el valor: media, mediana, cero o uno propio\n5. Previsualiza y exporta\n\n**Ejemplos**\n- `N/A`, `-`, ` ` → tratados como vacíos\n- Salario vacío → relleno con la media de la columna\n- Fila sin email → eliminada\n\n**Consejo** No rellenes el identificador (email, ID) — mejor elimina la fila."
|
||||
},
|
||||
"05_column_mapper": {
|
||||
"name": "Mapear columnas",
|
||||
"description": "Renombra columnas, cambia su orden y define cada una como texto, número o fecha.",
|
||||
"page_title": "Mapear columnas",
|
||||
"page_caption": "Renombra columnas, cambia su orden y define cada una como texto, número o fecha."
|
||||
"page_caption": "Renombra columnas, cambia su orden y define cada una como texto, número o fecha.",
|
||||
"help_md": "**Cuándo usarlo**\n- Combinando archivos de proveedores con nombres de columna distintos\n- Forzando el esquema que tu sistema espera\n- Limpiando exportes con columnas raras o de más\n\n**Pasos**\n1. Sube tu archivo\n2. Empareja cada columna entrante con tu nombre estándar\n3. Define el tipo de cada columna: texto, número o fecha\n4. Reordena o elimina columnas\n5. Exporta con la nueva disposición\n\n**Ejemplos**\n- `cust_email` → `Email Cliente`\n- `amt` → `Importe` (definido como número)\n- `notes_internal` → eliminar\n\n**Consejo** Guarda el mapeo si recibirás el mismo formato el próximo mes."
|
||||
},
|
||||
"06_outlier_detector": {
|
||||
"name": "Detectar valores atípicos",
|
||||
"description": "Detecta valores que parecen incorrectos — demasiado altos, demasiado bajos o fuera de regla.",
|
||||
"page_title": "Detectar valores atípicos",
|
||||
"page_caption": "Detecta valores que parecen incorrectos — demasiado altos, bajos o fuera de regla."
|
||||
"page_caption": "Detecta valores que parecen incorrectos — demasiado altos, bajos o fuera de regla.",
|
||||
"help_md": "**Cuándo usarlo**\n- Detectar erratas, fraude o imports mal hechos en datos numéricos\n- Limpiar datos de sensores o transacciones\n- Antes de reportar números a dirección\n\n**Pasos**\n1. Sube tu archivo\n2. Elige la columna numérica a revisar\n3. Define un rango normal (o usa auto-detección)\n4. Revisa las filas marcadas\n5. Elige: conservar, eliminar o limitar al borde\n\n**Ejemplos**\n- Columna de salarios con una fila de `$9.999.999` → marcada\n- Columna de edad con `250` → marcada\n- Regla: `precio debe ser > 0` → marca los negativos\n\n**Consejo** Revisa a mano las filas marcadas — a veces un atípico real es el dato más importante."
|
||||
},
|
||||
"07_multi_file_merger": {
|
||||
"name": "Combinar archivos",
|
||||
"description": "Combina varios archivos CSV o Excel en uno — aunque sus columnas no coincidan.",
|
||||
"page_title": "Combinar archivos",
|
||||
"page_caption": "Combina varios CSV o Excel en uno — aunque las columnas no coincidan."
|
||||
"page_caption": "Combina varios CSV o Excel en uno — aunque las columnas no coincidan.",
|
||||
"help_md": "**Cuándo usarlo**\n- Informes mensuales a lo largo del año\n- Exportes de varias tiendas o sucursales\n- Datos de varios sistemas que deben quedar en un archivo\n\n**Pasos**\n1. Sube dos o más archivos\n2. Confirma las coincidencias de columna (auto-detectadas; modifica si hace falta)\n3. Decide cómo tratar columnas que falten (omitir, vacío, valor por defecto)\n4. Previsualiza el resultado combinado\n5. Exporta el archivo único\n\n**Ejemplos**\n- `Enero.csv` + `Febrero.csv` → `2025.csv`\n- `NY-store.xlsx` + `LA-store.xlsx` → `todas-las-tiendas.csv`\n- Archivo A tiene `Email`, archivo B tiene `email_addr` → emparejados automáticamente\n\n**Consejo** Añade una columna `origen` para saber de qué archivo viene cada fila."
|
||||
},
|
||||
"08_validator_reporter": {
|
||||
"name": "Verificación de calidad",
|
||||
"description": "Comprueba tu archivo según reglas que tú definas y exporta un informe PDF o Excel.",
|
||||
"page_title": "Verificación de calidad",
|
||||
"page_caption": "Comprueba tu archivo según reglas y exporta un informe PDF o Excel."
|
||||
"page_caption": "Comprueba tu archivo según reglas y exporta un informe PDF o Excel.",
|
||||
"help_md": "**Cuándo usarlo**\n- Antes de entregar datos a un cliente o socio\n- Antes de un import estricto a otro sistema\n- Auditorías rutinarias de calidad\n\n**Pasos**\n1. Sube tu archivo\n2. Elige las reglas (columnas requeridas, emails válidos, sin duplicados)\n3. Ejecuta la comprobación\n4. Revisa la puntuación y los hallazgos\n5. Exporta el informe como PDF o Excel\n\n**Ejemplos**\n- Regla: `email debe parecerse a un email` → 12 filas fallan\n- Regla: `importe debe ser > 0` → 3 filas fallan\n- Regla: `sin ID de cliente duplicados` → 5 duplicados encontrados\n\n**Consejo** Ejecuta esto al final, y guarda el PDF como prueba de calidad."
|
||||
},
|
||||
"09_pipeline_runner": {
|
||||
"name": "Flujos automatizados",
|
||||
"description": "Ejecuta varias herramientas seguidas — guarda los pasos una vez y reutilízalos.",
|
||||
"page_title": "Flujos automatizados",
|
||||
"page_caption": "Ejecuta varias herramientas seguidas — guarda los pasos y reutilízalos."
|
||||
"page_caption": "Ejecuta varias herramientas seguidas — guarda los pasos y reutilízalos.",
|
||||
"help_md": "**Cuándo usarlo**\n- Una limpieza que haces cada semana o mes\n- Procesos de varios pasos que repites\n- Cuando entrenas a un compañero en tu rutina de datos\n\n**Pasos**\n1. Elige las herramientas a ejecutar, en orden\n2. Configura cada paso\n3. Guarda el flujo como archivo JSON\n4. La próxima vez, carga el flujo y sube un archivo nuevo\n5. Obtén la salida limpia con un clic\n\n**Ejemplos**\n- `Limpiar texto` → `Estandarizar formatos` → `Buscar duplicados` → exportar\n- Guardado como `limpieza-clientes-semanal.json`\n- Compartido con un compañero para obtener el mismo resultado\n\n**Consejo** Empieza con dos o tres herramientas. Siempre puedes editar y añadir más."
|
||||
},
|
||||
"10_pdf_extractor": {
|
||||
"name": "PDF a CSV",
|
||||
"description": "Extrae transacciones de extractos bancarios en PDF a un archivo CSV limpio.",
|
||||
"page_title": "PDF a CSV",
|
||||
"page_caption": "Extrae transacciones de extractos bancarios en PDF a un archivo CSV limpio."
|
||||
"page_caption": "Extrae transacciones de extractos bancarios en PDF a un archivo CSV limpio.",
|
||||
"help_md": "**Cuándo usarlo**\n- Extractos bancarios o de tarjeta\n- Facturas de proveedor con tablas\n- Cualquier PDF con tabla de transacciones\n\n**Pasos**\n1. Sube un PDF\n2. Dibuja un recuadro alrededor de la tabla (una vez por fuente)\n3. Guarda la plantilla (p. ej. `Chase Cuenta`)\n4. Reutiliza la plantilla en los siguientes extractos del mismo tipo\n5. Exporta el CSV\n\n**Ejemplos**\n- Extracto Chase de marzo → 87 transacciones extraídas\n- La misma plantilla se ejecuta sola en abril, mayo, junio\n- Modo lote: procesa 12 meses de una vez\n\n**Consejo** Las plantillas son por fuente (Chase, Wells Fargo…). Crea una por cada banco que recibas con regularidad."
|
||||
},
|
||||
"11_reconciler": {
|
||||
"name": "Reconciliar dos archivos",
|
||||
"description": "Compara dos listas de transacciones (p. ej. banco vs. libro mayor) y señala lo que no coincide.",
|
||||
"page_title": "Reconciliar dos archivos",
|
||||
"page_caption": "Compara dos listas de transacciones (p. ej. banco vs. libro mayor) y señala lo que no coincide.",
|
||||
"help_md": "**Cuándo usarlo**\n- Cuadrar el extracto del banco con tus libros\n- Facturas de proveedor vs. pagos enviados\n- Recepciones de inventario vs. pedidos realizados\n\n**Pasos**\n1. Sube ambos archivos (p. ej. exporte del banco + exporte contable)\n2. Elige las columnas para emparejar (fecha, importe, referencia)\n3. Define tolerancias (p. ej. fecha ±2 días, importe exacto)\n4. Revisa cuatro grupos: **emparejados**, **solo en izquierda**, **solo en derecha**, **necesita revisión**\n5. Exporta los resultados\n\n**Ejemplos**\n- Banco `2025-03-15 $99.50` ↔ Libros `2025-03-16 $99.50` → emparejado\n- Cargo bancario sin entrada en libros → solo en izquierda\n- Mismo importe el mismo día dos veces → marcado para revisión\n\n**Consejo** Estrecha la tolerancia de fecha cuando confíes en el emparejamiento — menos casos ambiguos."
|
||||
}
|
||||
},
|
||||
"nav": {
|
||||
|
||||
Reference in New Issue
Block a user