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>
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@@ -74,7 +74,7 @@
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<span class="dt-file-name">statement-feb-2026.pdf</span>
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<span class="dt-file-size" style="margin-left:auto">147.2 KB</span>
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<button class="dt-file-add" style="margin-left:-16px;margin-right:-16px;width:calc(100% + 32px)">
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<svg viewBox="0 0 24 24" fill="none" stroke="currentColor"><path d="M12 5v14M5 12h14"/></svg> Add more files
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@@ -100,84 +100,89 @@
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<!-- Results -->
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<h4>47 candidate transaction(s) from 2 file(s)</h4>
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<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>
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<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>
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<div class="dt-table-wrap">
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<!-- overflow-x:auto belt-and-suspenders: any residual width scrolls instead of clipping (app.css .dt-table-wrap is overflow:hidden) -->
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<table class="dt-table">
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<thead>
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<tr>
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<th>Include</th>
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<th></th>
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<th>date</th>
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<th>description</th>
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<th>amount_debit</th>
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<th>amount_credit</th>
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<th>account_number</th>
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<th>source_file</th>
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<th>page</th>
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<th>raw</th>
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<tbody>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<td>2026-01-03</td><td>OPENING BALANCE</td><td></td><td></td><td>****4821</td><td>statement-jan-2026.pdf</td>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check" style="margin:0"><span class="box"></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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<tr>
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<td><span class="dt-check on" style="margin:0"><span class="box"><span class="dt-mi">check</span></span></span></td>
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<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>
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<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>
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<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>
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</tr>
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</tbody>
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</table>
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</div>
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<!-- Download row: download button (left) + columns multiselect (right) -->
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<div class="dt-row" style="margin-top:14px;align-items:flex-start">
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<div style="flex:2">
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<button class="dt-btn dt-btn-primary dt-btn-block">Download 46 rows as CSV</button>
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<p class="dt-caption" style="margin-top:8px">46 of 47 rows selected.</p>
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</div>
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<div style="flex:3">
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<div class="dt-field" style="margin:0">
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<label class="dt-label">Columns to include in CSV</label>
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<div class="dt-multiselect">
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<span class="dt-ms-chip">date <span class="x">✕</span></span>
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<span class="dt-ms-chip">description <span class="x">✕</span></span>
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<span class="dt-ms-chip">amount_debit <span class="x">✕</span></span>
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<span class="dt-ms-chip">amount_credit <span class="x">✕</span></span>
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<span class="dt-ms-chip">account_number <span class="x">✕</span></span>
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<span class="dt-ms-chip">source_file <span class="x">✕</span></span>
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</div>
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<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>
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<!-- Download area: configure-then-act — column selector first, download button below -->
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<div style="margin-top:14px;max-width:520px">
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<div class="dt-field" style="margin:0 0 14px">
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<label class="dt-label">Columns to include in CSV</label>
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<div class="dt-multiselect">
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<span class="dt-ms-chip">date <span class="x">✕</span></span>
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<span class="dt-ms-chip">description <span class="x">✕</span></span>
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<span class="dt-ms-chip">amount_debit <span class="x">✕</span></span>
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<span class="dt-ms-chip">amount_credit <span class="x">✕</span></span>
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<span class="dt-ms-chip">account_number <span class="x">✕</span></span>
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<span class="dt-ms-chip">source_file <span class="x">✕</span></span>
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</div>
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<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>
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</div>
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<button class="dt-btn dt-btn-primary dt-btn-block">Download 46 rows as CSV</button>
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<p class="dt-caption" style="margin-top:8px">1 row excluded (INTEREST RATE detail line).</p>
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</div>
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</div>
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Reference in New Issue
Block a user