feat(layout-review): address review findings on pages 7-12
Find Duplicates (01_deduplicator): - Delete the redundant outer Options wrapper; surface threshold + survivor rule directly, push the rest behind a single Advanced pane. - Disambiguate competing primaries: top result is an auto-resolved preview (secondary download), review decisions are the single primary. - Plain-English match labels (exact / approximate); clarify the third. - Lift the match-card caption to a one-time instruction; note delimiter is delimited-text-only. Quality Check (08_validator_reporter) — stub: - Remove the dead disabled "Load rules file (JSON)" uploader so the stub invites a single action; keep the informative feature list. Map Columns (05_column_mapper): - Regroup schema -> mapping -> strategy/advanced (core task contiguous). - Make preset-vs-Advanced precedence legible (Custom + modified marker). - Adopt the compact file-intake banner; drop the duplicate resolved- mapping table; fix the add-row gutter style. Combine Files (07_multi_file_merger) — stub: - Actually disable the Merge CTA (add the disabled attribute). PDF to CSV (10_pdf_extractor): - Drop page/raw from the default preview to match export + fix the horizontal clip; surface raw via per-row affordance + overflow-x. - Move the column selector above the download button; give auto-excluded rows a reason; align the files card to Home; de-dupe the row count. Automated Workflows (09_pipeline_runner): - Replace hand-edited JSON step config with per-step control expanders; JSON moved behind Advanced import/export. - Editing the table marks the mode modified; fold the empty error column into the status pill; render summaries as plain English; collapse the explainer by default. Cross-cutting items (stub standardization on page 10, shared disabled- field token, remaining intake rollout) deferred to a holistic pass. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -41,7 +41,8 @@
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<button class="dt-btn dt-btn-tertiary" title="Remove">✕</button>
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</div>
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|
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<!-- Delimiter selector (CSV) -->
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<!-- Delimiter selector — delimited-text only (CSV/TSV); omitted for XLSX/XLS.
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Shown here because the staged file is customers_export.csv. -->
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<div class="dt-field" style="max-width:320px">
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<label class="dt-label">Delimiter</label>
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<div class="dt-select">Comma (,)</div>
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@@ -67,32 +68,33 @@
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</div>
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</details>
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<!-- Options expander -->
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<!-- Basic controls (visible by default) -->
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<div class="dt-cols-2">
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<div class="dt-field"><label class="dt-label">Match threshold</label>
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<div class="dt-slider"><div class="track"><div class="fill" style="width:70%"></div><div class="knob" style="left:70%"></div></div><div class="val">85</div></div>
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<div class="dt-help-text">Higher means rows must look more alike to count as a duplicate.</div></div>
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<div class="dt-field"><label class="dt-label">When duplicates are found, keep</label>
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<div class="dt-select">the most-complete row</div>
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<div class="dt-help-text">Which row survives in each group of duplicates.</div></div>
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</div>
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<!-- Advanced options (single expander; basics live above) -->
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<details class="dt-expander">
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<summary>Options</summary>
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<summary>Advanced options</summary>
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<div class="dt-expander-body">
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<details class="dt-expander" style="margin-top:0">
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<summary>Advanced Options</summary>
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<div class="dt-expander-body">
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<div class="dt-cols-2">
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<div>
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<div class="dt-field"><label class="dt-label">Match on columns</label>
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<div class="dt-multiselect"><span class="dt-ms-placeholder">Leave empty to auto-detect</span></div></div>
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<div class="dt-field"><label class="dt-label">Strong keys</label>
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<div class="dt-multiselect"><span class="dt-ms-chip">email <span class="x">✕</span></span></div></div>
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<div class="dt-field"><label class="dt-label">Fuzzy columns</label>
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<div class="dt-multiselect"><span class="dt-ms-chip">name <span class="x">✕</span></span></div></div>
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</div>
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<div>
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<div class="dt-field"><label class="dt-label">Fuzzy algorithm</label><div class="dt-select">jaro_winkler</div></div>
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<div class="dt-field"><label class="dt-label">Similarity threshold</label>
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<div class="dt-slider"><div class="track"><div class="fill" style="width:70%"></div><div class="knob" style="left:70%"></div></div><div class="val">85</div></div></div>
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<div class="dt-field"><label class="dt-label">Survivor rule</label><div class="dt-select">most-complete</div></div>
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</div>
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</div>
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<div class="dt-check on" style="margin-top:6px"><span class="box"><span class="dt-mi">check</span></span> Merge mode — fill missing fields in the surviving row</div>
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<p class="dt-help-text" style="margin-top:0">Leave these empty to auto-detect which columns to compare. Otherwise, list the columns that must match <strong>exactly</strong> and the ones that only need to match <strong>approximately</strong> — together these are the columns used to find duplicates.</p>
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<div class="dt-cols-2">
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<div>
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<div class="dt-field"><label class="dt-label">Columns that must match exactly</label>
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<div class="dt-multiselect"><span class="dt-ms-chip">email <span class="x">✕</span></span></div></div>
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<div class="dt-field"><label class="dt-label">Columns to match approximately</label>
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<div class="dt-multiselect"><span class="dt-ms-chip">name <span class="x">✕</span></span></div></div>
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</div>
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</details>
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<div>
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<div class="dt-field"><label class="dt-label">Approximate-match algorithm</label><div class="dt-select">jaro_winkler</div></div>
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</div>
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</div>
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<div class="dt-check on" style="margin-top:6px"><span class="box"><span class="dt-mi">check</span></span> Merge mode — fill missing fields in the surviving row</div>
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</div>
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</details>
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@@ -109,8 +111,9 @@
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<div class="dt-metric"><div class="label">Match groups</div><div class="value">147</div></div>
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<div class="dt-metric"><div class="label">Rows kept</div><div class="value">18,130</div></div>
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</div>
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<p class="dt-caption">Preview of an auto-resolved run: each group keeps its auto-picked survivor. Review the groups below to override any pending picks before the final download.</p>
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<div class="dt-btn-row" style="max-width:560px">
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<button class="dt-btn dt-btn-primary">Download deduplicated CSV</button>
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<button class="dt-btn">Download auto-resolved CSV</button>
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<button class="dt-btn">Download removed rows</button>
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</div>
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@@ -123,6 +126,7 @@
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<button class="dt-btn">Reject All</button>
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<button class="dt-btn">Clear Decisions</button>
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</div>
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<p class="dt-caption" style="margin-top:8px">Differing columns are highlighted. The survivor row is kept; uncheck a row to split it out of the group.</p>
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<!-- Match group card 1 -->
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<div class="dt-match-card">
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@@ -140,7 +144,6 @@
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</tbody>
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</table>
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</div>
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<p class="dt-caption">Differing columns highlighted. The survivor row is kept; uncheck rows to split the group.</p>
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</div>
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</div>
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@@ -163,8 +166,8 @@
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</div>
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</div>
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<p class="dt-caption" style="margin-top:14px">Decisions: 1 merged, 1 pending</p>
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<button class="dt-btn dt-btn-primary dt-btn-block" style="margin-top:8px">Apply Review Decisions & Download</button>
|
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<p class="dt-caption" style="margin-top:14px">Decisions: 1 merged, 1 pending · Pending groups keep their auto-picked survivor unless you review them.</p>
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<button class="dt-btn dt-btn-primary dt-btn-block" style="margin-top:8px">Apply Review Decisions & Download Final CSV</button>
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|
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<!-- Processing log -->
|
||||
<details class="dt-expander" style="margin-top:18px">
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@@ -25,22 +25,12 @@
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<div class="dt-spacer"></div>
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<!-- Upload (file staged) -->
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<p class="dt-caption">You can also import a file on the home screen and pick it up here.</p>
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<label class="dt-label">Import CSV or Excel file</label>
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<div class="dt-uploader">
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<div class="dt-uploader-text">
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<span class="hint"><span class="dt-mi" style="vertical-align:-4px">upload_file</span> Drag and drop file here</span>
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||||
<span class="sub">Up to 1.5 GB · CSV, TSV, XLSX, XLS · encoding & delimiter auto-detected</span>
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</div>
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<button class="dt-btn">Browse files</button>
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</div>
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||||
<div class="dt-file-chip">
|
||||
<span class="dt-file-icon-chip"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor"><path d="M14 2H6a2 2 0 00-2 2v16a2 2 0 002 2h12a2 2 0 002-2V8z"/><path d="M14 2v6h6"/></svg></span>
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<span class="name">crm_contacts_raw.csv</span>
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<span class="size">684 KB</span>
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<button class="dt-btn dt-btn-tertiary" title="Remove">✕</button>
|
||||
<!-- File pickup banner (using file from upload screen) -->
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||||
<div class="dt-alert info">
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<span class="dt-mi">description</span>
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||||
<span>Using <strong>crm_contacts_raw.csv</strong> from the upload screen.</span>
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</div>
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<button class="dt-btn" style="margin-bottom:4px">Use a different file</button>
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||||
|
||||
<!-- Preview expander (collapsed after a result exists) -->
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||||
<details class="dt-expander">
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@@ -93,7 +83,7 @@
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<tr><td>signup_date</td><td>date</td><td>✗</td><td></td><td>Signup</td></tr>
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<tr><td>amount_spent</td><td>float</td><td>✗</td><td>0.0</td><td>Amount Spent</td></tr>
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<tr><td>source</td><td>string</td><td>✗</td><td>crm-import</td><td></td></tr>
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||||
<tr><td class="idx" style="color:var(--ink-tertiary)"><span class="dt-mi" style="font-size:16px;vertical-align:-3px">add</span> add row</td><td></td><td></td><td></td><td></td></tr>
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||||
<tr><td style="color:var(--ink-tertiary)"><span class="dt-mi" style="font-size:16px;vertical-align:-3px">add</span> add row</td><td></td><td></td><td></td><td></td></tr>
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</tbody>
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</table>
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</div>
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@@ -101,43 +91,8 @@
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<hr class="dt-divider">
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<!-- ===== Strategy ===== -->
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<h3>Strategy</h3>
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<div class="dt-field">
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<label class="dt-label">Preset</label>
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||||
<div class="dt-radio-row" style="flex-direction:column; gap:8px">
|
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<span class="dt-radio"><span class="dot"></span> rename-only (just rename, leave types alone, keep extras)</span>
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||||
<span class="dt-radio on"><span class="dot"></span> lenient-schema (rename + coerce + reorder, keep extras)</span>
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<span class="dt-radio"><span class="dot"></span> strict-schema (rename + coerce + reorder, drop extras)</span>
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</div>
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||||
</div>
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||||
|
||||
<!-- Advanced options expander -->
|
||||
<details class="dt-expander">
|
||||
<summary>Advanced options</summary>
|
||||
<div class="dt-expander-body">
|
||||
<div class="dt-cols-2">
|
||||
<div>
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||||
<div class="dt-field">
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||||
<label class="dt-label">Unmapped source columns</label>
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||||
<div class="dt-select">keep</div>
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||||
</div>
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||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Coerce types per schema</div>
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||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Reorder to schema order</div>
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||||
</div>
|
||||
<div>
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||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Auto-infer mapping (fuzzy match)</div>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Fuzzy match threshold</label>
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||||
<div class="dt-slider"><div class="track"><div class="fill" style="width:80%"></div><div class="knob" style="left:80%"></div></div><div class="val">0.80</div></div>
|
||||
</div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Enforce required fields</div>
|
||||
</div>
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||||
</div>
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||||
</div>
|
||||
</details>
|
||||
|
||||
<!-- ===== Mapping ===== -->
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||||
<!-- Mapping follows the schema directly: define the schema, then map sources onto it. -->
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||||
<h3>Mapping</h3>
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||||
<!-- schema is set → source→target selectbox editor with auto-suggested flag -->
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||||
<div class="dt-table-wrap">
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||||
@@ -153,7 +108,53 @@
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||||
</tbody>
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||||
</table>
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||||
</div>
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||||
<p class="dt-caption">Pick a target for each source column. <code>Notes</code> stays unmapped — with the lenient preset it is kept as-is. <code>source</code> is added from the schema default.</p>
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||||
<p class="dt-caption">Pick a target for each source column. <code>Notes</code> stays unmapped — with the keep-extras strategy it is kept as-is. <code>source</code> is added from the schema default.</p>
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||||
|
||||
<hr class="dt-divider">
|
||||
|
||||
<!-- ===== Strategy ===== -->
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||||
<!-- Strategy is a modifier on the mapping above (strictness: keep/drop extras, coerce, reorder), so it comes after the user can see what it acts on. -->
|
||||
<h3>Strategy</h3>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Preset</label>
|
||||
<div class="dt-radio-row" style="flex-direction:column; gap:8px">
|
||||
<span class="dt-radio"><span class="dot"></span> rename-only (just rename, leave types alone, keep extras)</span>
|
||||
<span class="dt-radio"><span class="dot"></span> lenient-schema (rename + coerce + reorder, keep extras)</span>
|
||||
<span class="dt-radio"><span class="dot"></span> strict-schema (rename + coerce + reorder, drop extras) <span class="dt-count-pill info" style="margin-left:4px">base</span></span>
|
||||
<span class="dt-radio on"><span class="dot"></span> Custom — based on <strong>strict-schema</strong>, 1 control changed <span class="dt-count-pill warn" style="margin-left:4px">modified</span></span>
|
||||
</div>
|
||||
<div class="dt-precedence" style="margin-top:10px">
|
||||
<span class="dt-mi">rule</span>
|
||||
<span>Individual Advanced controls win over the preset. You started from <strong>strict-schema</strong>, then changed <strong>Unmapped source columns</strong> to <strong>keep</strong> below — so the preset is now <strong>Custom</strong>. The controls' current values are what actually run.</span>
|
||||
</div>
|
||||
<div class="dt-help-text">Pick a strategy as the baseline. Every Advanced toggle below is still individually overridable; overriding any one switches the preset to Custom.</div>
|
||||
</div>
|
||||
|
||||
<!-- Advanced options expander -->
|
||||
<details class="dt-expander" open>
|
||||
<summary>Advanced options</summary>
|
||||
<div class="dt-expander-body">
|
||||
<div class="dt-cols-2">
|
||||
<div>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Unmapped source columns <span class="dt-count-pill warn" style="margin-left:4px">changed</span></label>
|
||||
<div class="dt-select">keep</div>
|
||||
<div class="dt-help-text">Winning value: <strong>keep</strong>. Overrides the strict-schema base (drop) — so <code>Notes</code> survives into the output.</div>
|
||||
</div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Coerce types per schema</div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Reorder to schema order</div>
|
||||
</div>
|
||||
<div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Auto-infer mapping (fuzzy match)</div>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Fuzzy match threshold</label>
|
||||
<div class="dt-slider"><div class="track"><div class="fill" style="width:80%"></div><div class="knob" style="left:80%"></div></div><div class="val">0.80</div></div>
|
||||
</div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Enforce required fields</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</details>
|
||||
|
||||
</div>
|
||||
</details>
|
||||
@@ -176,20 +177,6 @@
|
||||
<div class="dt-alert info"><span class="dt-mi">info</span><span>Added (with defaults): <code>source</code></span></div>
|
||||
<div class="dt-alert warn"><span class="dt-mi">warning</span><span>Some cells could not be coerced and were left as NaN: amount_spent (3)</span></div>
|
||||
|
||||
<p><strong>Resolved mapping</strong></p>
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<thead><tr><th>source</th><th>target</th><th>auto</th></tr></thead>
|
||||
<tbody>
|
||||
<tr><td>Full Name</td><td>full_name</td><td>True</td></tr>
|
||||
<tr><td>EmailAddr</td><td>email</td><td>True</td></tr>
|
||||
<tr><td>Phone #</td><td>phone</td><td>True</td></tr>
|
||||
<tr><td>Signup</td><td>signup_date</td><td>True</td></tr>
|
||||
<tr><td>Amount Spent</td><td>amount_spent</td><td>True</td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<p><strong>Mapped preview (first 10 rows)</strong></p>
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
|
||||
@@ -72,7 +72,7 @@
|
||||
|
||||
<hr class="dt-divider">
|
||||
|
||||
<button class="dt-btn dt-btn-primary dt-btn-block is-disabled">Merge Files</button>
|
||||
<button class="dt-btn dt-btn-primary dt-btn-block is-disabled" disabled>Merge Files</button>
|
||||
|
||||
</div>
|
||||
</main>
|
||||
|
||||
@@ -57,15 +57,6 @@
|
||||
<!-- Placeholder options -->
|
||||
<h3>Validation Rules</h3>
|
||||
|
||||
<label class="dt-label">Load rules file (JSON)</label>
|
||||
<div class="dt-uploader" style="opacity:0.55">
|
||||
<div class="dt-uploader-text">
|
||||
<span class="hint"><span class="dt-mi" style="vertical-align:-4px">upload_file</span> Drag and drop file here</span>
|
||||
<span class="sub">JSON</span>
|
||||
</div>
|
||||
<button class="dt-btn is-disabled" disabled>Browse files</button>
|
||||
</div>
|
||||
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Quick checks</label>
|
||||
<div class="dt-multiselect" style="opacity:0.55">
|
||||
|
||||
@@ -67,69 +67,192 @@
|
||||
<summary>Options</summary>
|
||||
<div class="dt-expander-body">
|
||||
|
||||
<!-- Mode radio -->
|
||||
<!-- Mode radio. Editing the steps below auto-switches the mode from the
|
||||
recommended default to "Build interactively" (same precedence-visibility
|
||||
pattern as Fix Missing Values: the active state is made legible, and the
|
||||
default it superseded is marked "· modified"). -->
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">How would you like to define the pipeline?</label>
|
||||
<div class="dt-radio-row" style="flex-direction:column;gap:9px">
|
||||
<span class="dt-radio on"><span class="dot"></span> Use the recommended default (text-clean → format → missing → dedup)</span>
|
||||
<span class="dt-radio"><span class="dot"></span> Build interactively</span>
|
||||
<span class="dt-radio"><span class="dot"></span> Use the recommended default (text-clean → format → missing → dedup) <span class="dt-count-pill warn" style="margin-left:4px">· modified</span></span>
|
||||
<span class="dt-radio on"><span class="dot"></span> Build interactively</span>
|
||||
<span class="dt-radio"><span class="dot"></span> Import a saved pipeline JSON</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="dt-precedence">
|
||||
<span class="dt-mi">edit</span>
|
||||
<span>You started from the recommended default and edited a step, so the mode switched to <strong>Build interactively</strong>. The steps below are now yours to change — pick <strong>recommended default</strong> again to discard your edits and restore the suggested order.</span>
|
||||
</div>
|
||||
|
||||
<p class="dt-caption" style="margin:10px 0">
|
||||
Edit the table to add, remove, reorder (drag the row index), enable, or configure each step.
|
||||
Add, remove, reorder (drag the row index), enable, or configure each step.
|
||||
Open a step's <strong>Configure</strong> panel to set its options in plain language.
|
||||
Tool order is recommended, not enforced — violations surface as warnings below the table.
|
||||
</p>
|
||||
|
||||
<!-- Pipeline editor (st.data_editor: Tool selectbox · Enabled checkbox · Options JSON) -->
|
||||
<!-- Pipeline editor. Each step row carries an enable toggle + a "Configure"
|
||||
expander that reveals that tool's OWN controls as the editing surface
|
||||
(built from .dt-* form classes). Raw per-row JSON has been removed;
|
||||
JSON survives only as import/export under "Advanced" below. -->
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th class="idx"></th>
|
||||
<th>Tool</th>
|
||||
<th>Enabled</th>
|
||||
<th>Options (JSON)</th>
|
||||
<th>Step</th>
|
||||
<th style="text-align:center">Enabled</th>
|
||||
<th style="text-align:right">Configure</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="idx">≡ 0</td>
|
||||
<td>text_clean <span class="dt-mi" style="font-size:14px;vertical-align:-2px;color:var(--ink-tertiary)">expand_more</span></td>
|
||||
<td>text_clean</td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>{"trim": true, "collapse_whitespace": true}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="idx">≡ 1</td>
|
||||
<td>format_standardize <span class="dt-mi" style="font-size:14px;vertical-align:-2px;color:var(--ink-tertiary)">expand_more</span></td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>{"column_types": {"phone": "phone", "signup_date": "date"}}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="idx">≡ 2</td>
|
||||
<td>missing <span class="dt-mi" style="font-size:14px;vertical-align:-2px;color:var(--ink-tertiary)">expand_more</span></td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>{"strategy": "flag", "sentinels": ["N/A", "—"]}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="idx">≡ 3</td>
|
||||
<td>dedup <span class="dt-mi" style="font-size:14px;vertical-align:-2px;color:var(--ink-tertiary)">expand_more</span></td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>{"survivor_rule": "most_complete", "merge": true}</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="idx" style="color:var(--ink-tertiary)">＋</td>
|
||||
<td colspan="3" style="color:var(--ink-tertiary);font-family:var(--font-sans)">Add row</td>
|
||||
<td style="text-align:right;color:var(--ink-tertiary)"><span class="dt-mi" style="font-size:16px;vertical-align:-3px">tune</span> Configure <span class="dt-mi" style="font-size:14px;vertical-align:-2px">expand_more</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- text_clean config panel (open to show the per-step editing surface) -->
|
||||
<details class="dt-expander" open style="margin:6px 0 10px">
|
||||
<summary>Configure: text_clean</summary>
|
||||
<div class="dt-expander-body">
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Trim leading & trailing whitespace</div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Collapse repeated spaces to one</div>
|
||||
<div class="dt-check"><span class="box"></span> Normalize smart quotes & dashes to plain ASCII</div>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Letter case</label>
|
||||
<div class="dt-select">Leave as-is</div>
|
||||
</div>
|
||||
</div>
|
||||
</details>
|
||||
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="idx">≡ 1</td>
|
||||
<td>format_standardize</td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td style="text-align:right;color:var(--ink-tertiary)"><span class="dt-mi" style="font-size:16px;vertical-align:-3px">tune</span> Configure <span class="dt-mi" style="font-size:14px;vertical-align:-2px">chevron_right</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- format_standardize config panel (collapsed) -->
|
||||
<details class="dt-expander" style="margin:6px 0 10px">
|
||||
<summary>Configure: format_standardize</summary>
|
||||
<div class="dt-expander-body">
|
||||
<p class="dt-caption" style="margin-bottom:8px">Choose a target format for each column. Columns left as “Leave as-is” are untouched.</p>
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<thead><tr><th>Column</th><th>Format as</th></tr></thead>
|
||||
<tbody>
|
||||
<tr><td>name</td><td><span class="dt-select" style="display:inline-block;min-width:150px;padding:4px 24px 4px 10px;color:var(--ink-tertiary)">Leave as-is</span></td></tr>
|
||||
<tr><td>email</td><td><span class="dt-select" style="display:inline-block;min-width:150px;padding:4px 24px 4px 10px;color:var(--ink-tertiary)">Leave as-is</span></td></tr>
|
||||
<tr><td>phone</td><td><span class="dt-select" style="display:inline-block;min-width:150px;padding:4px 24px 4px 10px">Phone number</span></td></tr>
|
||||
<tr><td>signup_date</td><td><span class="dt-select" style="display:inline-block;min-width:150px;padding:4px 24px 4px 10px">Date</span></td></tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</details>
|
||||
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="idx">≡ 2</td>
|
||||
<td>missing</td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td style="text-align:right;color:var(--ink-tertiary)"><span class="dt-mi" style="font-size:16px;vertical-align:-3px">tune</span> Configure <span class="dt-mi" style="font-size:14px;vertical-align:-2px">chevron_right</span></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- missing config panel (collapsed) -->
|
||||
<details class="dt-expander" style="margin:6px 0 10px">
|
||||
<summary>Configure: missing</summary>
|
||||
<div class="dt-expander-body">
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">What should happen to blank cells?</label>
|
||||
<div class="dt-radio-row" style="flex-direction:column;gap:8px">
|
||||
<span class="dt-radio on"><span class="dot"></span> Flag them (mark blanks, change nothing)</span>
|
||||
<span class="dt-radio"><span class="dot"></span> Fill them in (numbers → median, text → most common)</span>
|
||||
<span class="dt-radio"><span class="dot"></span> Drop rows that have any blank</span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Treat these as blank (comma-separated)</label>
|
||||
<div class="dt-input">N/A, —</div>
|
||||
<div class="dt-help-text">Matched case-insensitively after stripping whitespace.</div>
|
||||
</div>
|
||||
</div>
|
||||
</details>
|
||||
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="idx">≡ 3</td>
|
||||
<td>dedup</td>
|
||||
<td><span class="dt-check on" style="margin:0;justify-content:center"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td style="text-align:right;color:var(--ink-tertiary)"><span class="dt-mi" style="font-size:16px;vertical-align:-3px">tune</span> Configure <span class="dt-mi" style="font-size:14px;vertical-align:-2px">chevron_right</span></td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="idx" style="color:var(--ink-tertiary)">＋</td>
|
||||
<td colspan="3" style="color:var(--ink-tertiary);font-family:var(--font-sans)">Add step</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
<!-- dedup config panel (collapsed) -->
|
||||
<details class="dt-expander" style="margin:6px 0 10px">
|
||||
<summary>Configure: dedup</summary>
|
||||
<div class="dt-expander-body">
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">When rows match, which one survives?</label>
|
||||
<div class="dt-select">Keep the most complete row</div>
|
||||
<div class="dt-help-text">Other options: keep the first seen, keep the last seen.</div>
|
||||
</div>
|
||||
<div class="dt-check on"><span class="box"><span class="dt-mi">check</span></span> Merge matched rows (fill each survivor's blanks from its duplicates)</div>
|
||||
<div class="dt-field">
|
||||
<label class="dt-label">Match on these columns</label>
|
||||
<div class="dt-multiselect">
|
||||
<span class="dt-ms-chip">email <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">phone <span class="x">✕</span></span>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</details>
|
||||
|
||||
<!-- Validation: pipeline is in recommended order, so no warning shown (warning block omitted) -->
|
||||
|
||||
<!-- Advanced: JSON is import/export only, never the per-step editing surface -->
|
||||
<details class="dt-expander" style="margin-top:14px">
|
||||
<summary>Advanced — import / export pipeline as JSON</summary>
|
||||
<div class="dt-expander-body">
|
||||
<p class="dt-caption" style="margin-bottom:8px">For sharing or version control. Editing is done in the step panels above — this is just the saved form of the same settings.</p>
|
||||
<div class="dt-code">{
|
||||
"version": 1,
|
||||
"steps": [
|
||||
{"tool": "text_clean", "enabled": true, "options": {"trim": true, "collapse_whitespace": true}},
|
||||
{"tool": "format_standardize", "enabled": true, "options": {"column_types": {"phone": "phone", "signup_date": "date"}}},
|
||||
{"tool": "missing", "enabled": true, "options": {"strategy": "flag", "sentinels": ["N/A", "—"]}},
|
||||
{"tool": "dedup", "enabled": true, "options": {"survivor_rule": "most_complete", "merge": true, "keys": ["email", "phone"]}}
|
||||
]
|
||||
}</div>
|
||||
<div class="dt-btn-row" style="margin-top:10px">
|
||||
<button class="dt-btn"><span class="dt-mi">upload</span> Import JSON</button>
|
||||
<button class="dt-btn"><span class="dt-mi">download</span> Export JSON</button>
|
||||
</div>
|
||||
</div>
|
||||
</details>
|
||||
|
||||
<!-- Nested explainer expander -->
|
||||
<details class="dt-expander" open style="margin-top:14px">
|
||||
<details class="dt-expander" style="margin-top:14px">
|
||||
<summary>Recommended tool order — why each step belongs where it does</summary>
|
||||
<div class="dt-expander-body">
|
||||
<p><strong>text_clean</strong> before <strong>format_standardize</strong> — format parsers (phone / currency / date) fail on smart-quote-contaminated or NBSP-padded input — clean text first</p>
|
||||
@@ -161,39 +284,49 @@
|
||||
</div>
|
||||
|
||||
<h4>Per-step summary</h4>
|
||||
<!-- Standalone error column removed: status is one pill per step. A failed step
|
||||
turns the pill danger and surfaces its message in a detail row directly below
|
||||
that step (shown only on failure); successful steps just show a green pill.
|
||||
Summaries are plain-English phrases, not raw JSON. Demo: this run completed
|
||||
cleanly (all four ok, matching the metrics above) — the format_standardize
|
||||
row carries a warn pill + detail row to illustrate how a non-fatal step issue
|
||||
surfaces inline without a dedicated always-empty column. -->
|
||||
<div class="dt-table-wrap">
|
||||
<table class="dt-table">
|
||||
<thead>
|
||||
<tr><th>step</th><th>status</th><th>elapsed_ms</th><th>summary</th><th>error</th></tr>
|
||||
<tr><th>step</th><th>status</th><th>elapsed</th><th>summary</th></tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>text_clean</td>
|
||||
<td><span class="dt-count-pill success">ok</span></td>
|
||||
<td>214</td>
|
||||
<td>{"cells_changed": 1204, "columns": ["name", "city"]}</td>
|
||||
<td></td>
|
||||
<td>214 ms</td>
|
||||
<td style="font-family:var(--font-sans)">1,204 cells changed in name & city</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>format_standardize</td>
|
||||
<td><span class="dt-count-pill success">ok</span></td>
|
||||
<td>388</td>
|
||||
<td>{"phone": 18301, "signup_date": 17996}</td>
|
||||
<td><span class="dt-count-pill warn"><span class="dt-mi" style="font-size:13px;margin-right:3px">warning</span> ok · 141 skipped</span></td>
|
||||
<td>388 ms</td>
|
||||
<td style="font-family:var(--font-sans)">18,301 phones and 17,996 dates standardized</td>
|
||||
</tr>
|
||||
<tr style="background:var(--warn-fill)">
|
||||
<td></td>
|
||||
<td colspan="3" style="font-family:var(--font-sans);color:var(--warn);white-space:normal">
|
||||
<span class="dt-mi" style="font-size:15px;vertical-align:-3px;margin-right:4px">info</span>
|
||||
141 phone values didn't match any known pattern and were left unchanged. The step still completed — review them in the output preview if needed.
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>missing</td>
|
||||
<td><span class="dt-count-pill success">ok</span></td>
|
||||
<td>121</td>
|
||||
<td>{"flagged_cells": 642, "sentinels_found": ["—"]}</td>
|
||||
<td></td>
|
||||
<td>121 ms</td>
|
||||
<td style="font-family:var(--font-sans)">642 blank cells flagged (sentinel “—”)</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>dedup</td>
|
||||
<td><span class="dt-count-pill success">ok</span></td>
|
||||
<td>911</td>
|
||||
<td>{"input_rows": 18442, "output_rows": 18130, "duplicates_removed": 312, "groups": 147}</td>
|
||||
<td></td>
|
||||
<td>911 ms</td>
|
||||
<td style="font-family:var(--font-sans)">312 duplicates removed across 147 groups (18,442 → 18,130 rows)</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
@@ -74,7 +74,7 @@
|
||||
<span class="dt-file-name">statement-feb-2026.pdf</span>
|
||||
<span class="dt-file-size" style="margin-left:auto">147.2 KB</span>
|
||||
</div>
|
||||
<button class="dt-file-add">
|
||||
<button class="dt-file-add" style="margin-left:-16px;margin-right:-16px;width:calc(100% + 32px)">
|
||||
<svg viewBox="0 0 24 24" fill="none" stroke="currentColor"><path d="M12 5v14M5 12h14"/></svg> Add more files
|
||||
</button>
|
||||
</div>
|
||||
@@ -100,84 +100,89 @@
|
||||
|
||||
<!-- Results -->
|
||||
<h4>47 candidate transaction(s) from 2 file(s)</h4>
|
||||
<p class="dt-caption">Uncheck rows to exclude. Edit any cell to fix a value the scanner got wrong. The <code>raw</code> column shows the original PDF text for that row.</p>
|
||||
<p class="dt-caption">Uncheck rows to exclude. Edit any cell to fix a value the scanner got wrong. Hover the <span class="dt-mi" style="font-size:15px;vertical-align:-3px;color:var(--ink-tertiary)">info</span> on any row to see the original PDF text it came from.</p>
|
||||
|
||||
<div class="dt-table-wrap">
|
||||
<!-- overflow-x:auto belt-and-suspenders: any residual width scrolls instead of clipping (app.css .dt-table-wrap is overflow:hidden) -->
|
||||
<div class="dt-table-wrap" style="overflow-x:auto">
|
||||
<table class="dt-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Include</th>
|
||||
<th></th>
|
||||
<th>date</th>
|
||||
<th>description</th>
|
||||
<th>amount_debit</th>
|
||||
<th>amount_credit</th>
|
||||
<th>account_number</th>
|
||||
<th>source_file</th>
|
||||
<th>page</th>
|
||||
<th>raw</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-01-03</td><td>OPENING BALANCE</td><td></td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td><td class="idx">1</td><td>01/03 OPENING BALANCE 2,140.55</td>
|
||||
<td class="idx" title="raw: 01/03 OPENING BALANCE 2,140.55" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-01-03</td><td>OPENING BALANCE</td><td></td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-01-05</td><td>POS PURCHASE WHOLE FOODS MKT</td><td>84.12</td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td><td class="idx">1</td><td>01/05 POS PURCHASE WHOLE FOODS MKT (84.12)</td>
|
||||
<td class="idx" title="raw: 01/05 POS PURCHASE WHOLE FOODS MKT (84.12)" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-01-05</td><td>POS PURCHASE WHOLE FOODS MKT</td><td>84.12</td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-01-08</td><td>ACH DEPOSIT PAYROLL ACME CORP</td><td></td><td>3,250.00</td><td>****4821</td><td>statement-jan-2026.pdf</td><td class="idx">1</td><td>01/08 ACH DEPOSIT PAYROLL ACME CORP 3,250.00</td>
|
||||
<td class="idx" title="raw: 01/08 ACH DEPOSIT PAYROLL ACME CORP 3,250.00" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-01-08</td><td>ACH DEPOSIT PAYROLL ACME CORP</td><td></td><td>3,250.00</td><td>****4821</td><td>statement-jan-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-01-11</td><td>ONLINE TRANSFER TO SAVINGS</td><td>500.00</td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td><td class="idx">2</td><td>01/11 ONLINE TRANSFER TO SAVINGS (500.00)</td>
|
||||
<td class="idx" title="raw: 01/11 ONLINE TRANSFER TO SAVINGS (500.00)" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-01-11</td><td>ONLINE TRANSFER TO SAVINGS</td><td>500.00</td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check" style="margin:0"><span class="box"></span></span></td>
|
||||
<td class="dt-cell-flag">2026-01-12</td><td class="dt-cell-flag">INTEREST RATE 0.50% APY DETAIL</td><td></td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td><td class="idx">2</td><td>01/12 INTEREST RATE 0.50% APY 0.00</td>
|
||||
<td class="idx" title="raw: 01/12 INTEREST RATE 0.50% APY 0.00" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td class="dt-cell-flag">2026-01-12</td><td class="dt-cell-flag">INTEREST RATE 0.50% APY DETAIL <span style="font-family:var(--font-sans);font-size:11px;font-weight:500;background:var(--warn-fill);color:var(--warn);border-radius:999px;padding:1px 7px;white-space:nowrap">auto-excluded · not a transaction line</span></td><td></td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-01-14</td><td>DEBIT CARD SHELL OIL #2287</td><td>52.40</td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td><td class="idx">2</td><td>01/14 DEBIT CARD SHELL OIL #2287 (52.40)</td>
|
||||
<td class="idx" title="raw: 01/14 DEBIT CARD SHELL OIL #2287 (52.40)" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-01-14</td><td>DEBIT CARD SHELL OIL #2287</td><td>52.40</td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-02-02</td><td>POS PURCHASE TRADER JOES #511</td><td>61.88</td><td></td><td>****4821</td><td>statement-feb-2026.pdf</td><td class="idx">1</td><td>02/02 POS PURCHASE TRADER JOES #511 (61.88)</td>
|
||||
<td class="idx" title="raw: 02/02 POS PURCHASE TRADER JOES #511 (61.88)" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-02-02</td><td>POS PURCHASE TRADER JOES #511</td><td>61.88</td><td></td><td>****4821</td><td>statement-feb-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-02-06</td><td>ACH DEPOSIT PAYROLL ACME CORP</td><td></td><td>3,250.00</td><td>****4821</td><td>statement-feb-2026.pdf</td><td class="idx">2</td><td>02/06 ACH DEPOSIT PAYROLL ACME CORP 3,250.00</td>
|
||||
<td class="idx" title="raw: 02/06 ACH DEPOSIT PAYROLL ACME CORP 3,250.00" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-02-06</td><td>ACH DEPOSIT PAYROLL ACME CORP</td><td></td><td>3,250.00</td><td>****4821</td><td>statement-feb-2026.pdf</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
|
||||
<td>2026-02-09</td><td>CHECK #1043</td><td>1,200.00</td><td></td><td>****4821</td><td>statement-feb-2026.pdf</td><td class="idx">2</td><td>02/09 CHECK #1043 (1,200.00)</td>
|
||||
<td class="idx" title="raw: 02/09 CHECK #1043 (1,200.00)" style="cursor:help"><span class="dt-mi" style="font-size:16px">info</span></td>
|
||||
<td>2026-02-09</td><td>CHECK #1043</td><td>1,200.00</td><td></td><td>****4821</td><td>statement-feb-2026.pdf</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
|
||||
<!-- Download row: download button (left) + columns multiselect (right) -->
|
||||
<div class="dt-row" style="margin-top:14px;align-items:flex-start">
|
||||
<div style="flex:2">
|
||||
<button class="dt-btn dt-btn-primary dt-btn-block">Download 46 rows as CSV</button>
|
||||
<p class="dt-caption" style="margin-top:8px">46 of 47 rows selected.</p>
|
||||
</div>
|
||||
<div style="flex:3">
|
||||
<div class="dt-field" style="margin:0">
|
||||
<label class="dt-label">Columns to include in CSV</label>
|
||||
<div class="dt-multiselect">
|
||||
<span class="dt-ms-chip">date <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">description <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">amount_debit <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">amount_credit <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">account_number <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">source_file <span class="x">✕</span></span>
|
||||
</div>
|
||||
<div class="dt-help-text"><code>page</code> and <code>raw</code> are kept off by default; tick them if you want them in the file.</div>
|
||||
<!-- Download area: configure-then-act — column selector first, download button below -->
|
||||
<div style="margin-top:14px;max-width:520px">
|
||||
<div class="dt-field" style="margin:0 0 14px">
|
||||
<label class="dt-label">Columns to include in CSV</label>
|
||||
<div class="dt-multiselect">
|
||||
<span class="dt-ms-chip">date <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">description <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">amount_debit <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">amount_credit <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">account_number <span class="x">✕</span></span>
|
||||
<span class="dt-ms-chip">source_file <span class="x">✕</span></span>
|
||||
</div>
|
||||
<div class="dt-help-text"><code>page</code> and <code>raw</code> are kept off by default; tick them if you want them in the file.</div>
|
||||
</div>
|
||||
<button class="dt-btn dt-btn-primary dt-btn-block">Download 46 rows as CSV</button>
|
||||
<p class="dt-caption" style="margin-top:8px">1 row excluded (INTEREST RATE detail line).</p>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
Reference in New Issue
Block a user