feat: Tier B operator scaffolding — bundle, copy SoT, posts, emails

Pick up and finish yesterday's cut-off Tier B pass.

- build/: PyInstaller scaffold (datatools.spec + launcher.py +
  hook-streamlit.py + README) — folder-mode bundle, locked
  127.0.0.1, per-OS recipe
- marketing/COPY.md: single source of truth for every customer-facing
  string — landing H1/sub/CTAs, demo CTAs, email subjects, Gumroad
  listing, banned phrases
- marketing/community-posts/: 9 drafts (3 posts × 3 niches:
  bookkeeper, revops, shopify-pet) — story / tip / soft-offer
- marketing/emails/: 18 drafts (Gumroad delivery + 5-touch
  onboarding × 3 niches), per-niche segmentation guidance
- docs/NEXT-STEPS.md: flip 2.2 / 2.4 / 3.1 / 3.4 to done with
  pointers to the new assets; add Phase 0 inventory rows
- .gitignore: narrow `build/` ignore so PyInstaller spec + launcher
  + hooks get tracked, only generated artifacts (build/build/,
  build/__pycache__/, build/dist/) stay ignored

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
2026-05-02 14:04:37 +00:00
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# Build — DataTools desktop installer
> Cross-platform PyInstaller bundle for Mac / Windows / Linux. The
> single deliverable the buyer downloads from Gumroad.
> **Owner**: Michael · **Updated**: 2026-05-01
This directory is the build pipeline. Source of truth for the bundle
shape, hidden-import lists, per-platform recipes, and the launcher
that boots Streamlit inside the bundle.
## Files
```
build/
├── launcher.py Entry point PyInstaller wraps. Boots a local
│ Streamlit server, opens browser, locks server
│ to 127.0.0.1 so the privacy claim holds.
├── datatools.spec PyInstaller spec — hidden imports, data files,
│ Mac .app bundle config.
├── hooks/ PyInstaller hooks for libs the static analyser
│ └── hook-streamlit.py misses (Streamlit's dynamic imports).
├── icon.icns macOS app icon (TODO: produce from a 1024×1024
│ PNG. Optional — bundle still builds without).
├── icon.ico Windows app icon (TODO).
└── README.md this file
```
## Per-platform recipe
Each platform builds on its own machine — PyInstaller does **not**
cross-compile. Pick the platform that matches the bundle you need.
GitHub Actions matrix runners are the simplest way to produce all
three from one push (see "CI build" below).
### Mac (Intel + Apple Silicon, universal2)
```bash
# One-time:
pyenv install 3.12
pyenv local 3.12
python -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
pip install pyinstaller
# Build:
pyinstaller build/datatools.spec --clean
# Output:
# dist/DataTools/ — folder mode (faster cold start)
# dist/DataTools.app/ — macOS .app bundle (drag-drop into /Applications)
# Sign + notarize (after Apple Developer Program enrollment per BUSINESS.md §10):
codesign --deep --force --options runtime \
--sign "Developer ID Application: <YOUR-NAME> (<TEAMID>)" \
dist/DataTools.app
# Notarize:
xcrun notarytool submit dist/DataTools.app \
--apple-id "<YOUR-APPLE-ID>" \
--team-id "<TEAMID>" \
--password "<APP-SPECIFIC-PASSWORD>" \
--wait
# Staple the notarization ticket so Gatekeeper sees it offline:
xcrun stapler staple dist/DataTools.app
# Wrap for distribution:
hdiutil create -volname "DataTools" -srcfolder dist/DataTools.app \
-ov -format UDZO dist/DataTools-1.0.0-mac.dmg
```
### Windows
```powershell
# One-time:
py -3.12 -m venv .venv
.venv\Scripts\activate
pip install -r requirements.txt
pip install pyinstaller
# Build:
pyinstaller build\datatools.spec --clean
# Output:
# dist\DataTools\ — folder mode
# dist\DataTools\DataTools.exe
# Wrap with Inno Setup (free):
# 1. Install Inno Setup (https://jrsoftware.org/isdl.php)
# 2. Create installer.iss next to this README:
# [Setup]
# AppName=DataTools
# AppVersion=1.0.0
# DefaultDirName={autopf}\DataTools
# OutputDir=..\..\dist
# OutputBaseFilename=DataTools-1.0.0-win-setup
# Compression=lzma
# SolidCompression=yes
# [Files]
# Source: "..\..\dist\DataTools\*"; DestDir: "{app}"; Flags: recursesubdirs
# [Icons]
# Name: "{autoprograms}\DataTools"; Filename: "{app}\DataTools.exe"
# 3. Compile: ISCC.exe build\installer.iss
# Code-sign (optional but reduces SmartScreen warnings):
# Use signtool with a code-signing cert (Sectigo / DigiCert).
# Without signing, buyer sees "Windows protected your PC" once;
# they click "More info → Run anyway." Acceptable for v1.
```
### Linux (AppImage)
```bash
python3.12 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
pip install pyinstaller
pyinstaller build/datatools.spec --clean
# dist/DataTools/ — folder mode
# Wrap as AppImage (single-file portable app):
# 1. Download appimagetool from https://appimage.org/
# 2. Set up the AppDir layout:
# DataTools.AppDir/
# ├── AppRun -> ./DataTools/DataTools
# ├── DataTools.desktop (icon + entry config)
# ├── icon.png
# └── usr/bin/ -> dist/DataTools/*
# 3. ./appimagetool DataTools.AppDir dist/DataTools-1.0.0-linux-x86_64.AppImage
```
## CI build (recommended once the spec is stable)
`.github/workflows/build.yml` (template):
```yaml
name: Build installers
on:
workflow_dispatch:
push:
tags: [ 'v*' ]
jobs:
build:
strategy:
matrix:
os: [macos-latest, windows-latest, ubuntu-latest]
runs-on: ${{ matrix.os }}
steps:
- uses: actions/checkout@v4
- uses: actions/setup-python@v5
with: { python-version: '3.12' }
- run: pip install -r requirements.txt pyinstaller
- run: pyinstaller build/datatools.spec --clean
- uses: actions/upload-artifact@v4
with:
name: DataTools-${{ matrix.os }}
path: dist/
```
Mac code-signing in CI requires the cert + private key as a GitHub
secret (encoded with `base64`). Detailed walkthrough belongs in a
later doc — for v1, sign locally and upload to GitHub Releases.
## Common pitfalls
| Symptom | Fix |
|---|---|
| Bundle is 800+ MB | Check the ``excludes`` list in ``datatools.spec``. ``matplotlib`` / ``scipy`` / ``tkinter`` are the usual suspects. |
| App launches, browser opens, page is blank | Streamlit's static assets aren't bundled. Re-run with `--log-level=DEBUG` and confirm the static dir was collected by `collect_data_files('streamlit')`. |
| App launches but logs ``ImportError: streamlit.runtime.X`` | Add ``X`` to ``hidden_imports`` in the spec or to ``hook-streamlit.py``. |
| Mac Gatekeeper says "DataTools is damaged and can't be opened" | The bundle wasn't signed + notarized. Don't ship to buyers without these — see the Mac recipe above. |
| Windows SmartScreen blocks first launch | Buyer clicks "More info → Run anyway". Code-signing reduces but doesn't eliminate this; for v1 it's an accepted friction. |
| Bundle works on dev machine but crashes on a clean machine | Likely a missing C runtime. On Windows, install [VC++ redistributable](https://aka.ms/vs/17/release/vc_redist.x64.exe) into the installer alongside the bundle. |
## Testing the bundle
Smoke-test on a **clean** machine (or VM) — your dev machine has too
much state to trust:
```
1. Boot a clean Mac / Win / Linux VM.
2. Copy the .dmg / .exe / .AppImage onto it.
3. Install / drag-drop into Applications / chmod +x.
4. Double-click the app icon.
5. Browser should open to http://127.0.0.1:850x within 5 seconds.
6. Drop samples/demo/shopify_pet_customers.csv into the
Pipeline Runner page; click Run; AFTER preview should appear.
7. Confirm in the network tab: zero outbound calls except to
127.0.0.1 and the Streamlit static asset paths (also local).
```
Step 7 is the privacy-claim integrity check from
`docs/POST-LAUNCH.md` §6 — do this once per release, then trust it.
## Versioning
Bump the version string in three places per release:
- `datatools.spec` (CFBundleVersion + CFBundleShortVersionString)
- the Inno Setup `AppVersion` line
- the AppImage filename
A single source of truth (e.g. `src/__init__.py`) is a future
refactor — for v1 the three-spot update is fine.