14 Commits

Author SHA1 Message Date
38616d69e2 test(pipeline): complete automated test suite for the pipeline feature
Adds ~115 tests pinning the Automated Workflows feature end to end:

- tests/test_pipeline.py (+43): per-adapter summary correctness on known
  inputs, multi-step data flow, error stop/continue contract, empty /
  single-column / all-disabled edges, dict+file serialization round-trips,
  recommended_pipeline(include=…), and a synthesized demo integration run.
- tests/test_cli_pipeline.py (new, 21): --recommend, dry-run-by-default,
  --apply output CSV + audit JSON, --steps, --strict abort, arg validation,
  --continue-on-error vs halt, and a save→load round-trip. Invokes the Typer
  app directly to bypass the license guard (house pattern).
- tests/gui/test_pipeline_builder.py (+9): reorder ▲/▼, disabled edge
  buttons, disabled-step persistence across reorder, restore-recommended,
  Advanced JSON export/import, and per-tool Configure panels emitting the
  correct option dicts (AppTest).
- tests/gui/test_pipeline_phrasing.py (new, 30): step_phrase/step_status and
  the adapter-key→friendly-name bridge as pure functions, incl. pluralization,
  column prose, and warn/error status derivation.

Full suite: 2565 passed, 91 skipped. No product bugs surfaced. Documents the
coverage in docs/DEVELOPER.md (test tree + a pipeline-coverage note).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 18:31:15 +00:00
fd9606c67b build: drop the local Python release method, return to CI-only installer builds
Removes the single-command Python packaging method (build/make_release.py
+ build/build_portable_zip.py + build/macos/build_zip.sh) and the portable
.zip artifacts it produced. Release builds go back to the original GitHub
Actions process: the CI matrix builds one installer per platform (.dmg /
.exe / .AppImage) on tag push and attaches them to a GitHub Release.

Tesseract OCR bundling is preserved: the fetch helpers the workflow depends
on (fetch_tessdata, fetch_tesseract_for_platform) are extracted into a
standalone build/tesseract.py, which build.yml now imports.

Docs (README, build/README, DEVELOPER, TECHNICAL, USER-GUIDE, vendor README,
es translations) updated to drop the portable-zip flavor and point at the
new module.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-22 17:47:36 +00:00
b703911df3 docs: reflect bundled Tesseract on every install surface
- NEW LICENSE_TESSERACT.txt at the repo root: header noting it covers
  the bundled Tesseract OCR binary (Apache 2.0, upstream
  tesseract-ocr/tesseract, copyright Google + contributors) and the
  eng.traineddata from tessdata_best (also Apache 2.0). Clarifies
  DataTools itself remains proprietary. Full canonical Apache 2.0
  license text included.
- README.md + README.es.md (Download section): bumped size estimate
  ~200 MB → ~300 MB, added a short paragraph stating Tesseract OCR
  is bundled (no separate install required), with a link to the new
  license file.
- docs/USER-GUIDE.md + docs/USER-GUIDE.es.md (§1.6 System
  requirements): bumped disk estimate, added a paragraph stating
  Tesseract 5.5 + eng.traineddata ship inside every installer /
  portable / AppImage, with a source-install fallback hint pointing
  developers to DEVELOPER.md.
- docs/DEVELOPER.md: new "PDF Extractor — bundled Tesseract" section
  documenting the runtime layout (sys._MEIPASS / tesseract / …),
  discovery order, source of bytes (build/vendor/tessdata + per-
  platform fetch in make_release.py), version pin, update recipe.
- docs/TECHNICAL.md: new §3.10 "Bundled Tesseract (PDF Extractor
  OCR)" — short version of the discovery order for the build
  pipeline section.
- build/README.md: distribution-outputs paragraph now lists
  Tesseract among bundled deps with the ~250-300 MB estimate; new
  "Tesseract bundling" section: layout diagram, resolver order,
  source of bytes + 5.5.0 pin, update steps, license-file ref.

Out-of-scope gaps noted by the docs sweep:
- docs/FUTURE-TOOLS.md §D still describes Tesseract bundling as a
  high-risk packaging headache; now superseded. Worth a one-line
  "(resolved — bundled as of v1.x)" callout in a future pass.
- USER-GUIDE §2 "What's included" table doesn't list PDF Extractor
  at all (it shipped in b8aff86…967d3f6). Separate gap to close.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-02 18:20:50 +00:00
4d8513b1a3 docs: cover help popover, +/- nav indicators, render_tool_header
User-facing docs (USER-GUIDE en+es, README en+es):
- New short paragraph under §3.1 GUI noting the in-tool Help button
  on every detail page, what it contains (When to use / Steps /
  Examples / Tip), and that content lives in tools.<id>.help_md.
- One-line note in the README tool tables pointing at the same.
- Mention the sidebar +/- nav indicators replacing Streamlit's
  default Material Symbols chevron.

Developer docs:
- DEVELOPER: new "Tool page header" subsection documenting
  render_tool_header(tool_id), the help_md markdown skeleton, and
  the fallback to help.missing_body when a tool's help is absent.
  Update i18n authoring rules to list help.* keys and the per-tool
  help_md field alongside name/description/page_title/page_caption.
- TECHNICAL: new §10c documenting the sidebar nav indicator swap —
  CSS in _HIDE_CHROME_CSS plus _SWAP_NAV_SECTION_INDICATOR_JS
  injected through the hide_streamlit_chrome() iframe bundle.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-02 18:08:01 +00:00
db5ec084da docs+code: rename tool labels everywhere
Sweep follow-up to 93e43fc. Display labels now consistent across docs,
landing pages, CLI output, code comments, docstrings, and test prose.
Five parallel surfaces touched:

- docs (EN + ES): README, USER-GUIDE, CLI-REFERENCE, and 11 internal
  design/planning docs
- landing pages: index + bookkeeper/revops/shopify-pet
- src: CLI module docstrings, _TOOL_DISPLAY dicts in cli_analyze.py
  and gui/components/_legacy.py, core module headers, every tool
  page's module docstring
- tests: class/method/module docstrings and section-header comments
- test-cases READMEs

Page slugs (1_Deduplicator etc.), tool_id strings (01_deduplicator
etc.), Python class names (TestDeduplicatorWorkflow, FeatureFlag.*),
URL paths, anchor IDs, CSS classes, and asset filenames were left
intact since they're code identifiers / structural references.

All 2033 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 19:50:09 +00:00
e534fb4989 sec(license): Ed25519 sigs + production-safe tripwire
Two coupled hardening upgrades.

1. Asymmetric signatures (HMAC → Ed25519)

The previous HMAC scheme used a symmetric secret that any motivated
reverse engineer could pull out of the shipped binary and use to
mint blobs for any tier / name / email. With Ed25519, the binary
ships only the public verification key; the signing key never
leaves the seller's environment, so binary compromise no longer
yields forgery.

- src/license/crypto.py rewritten around
  cryptography.hazmat.primitives.asymmetric.ed25519. Same public
  API surface (sign/verify/encode_blob/decode_blob), same canonical
  JSON encoding — drop-in for the manager / cli / GUI layers.
- DATATOOLS_LICENSE_PRIVKEY (seller-side) and
  DATATOOLS_LICENSE_PUBKEY (build-time) env vars supply the keys;
  the in-source dev keypair (src/license/_dev_keypair.py)
  deterministically derives from a seed phrase for repro builds and
  tests.
- Blob prefix bumped DTLIC1: → DTLIC2:. Decoding a DTLIC1 blob
  surfaces a clear "old format" error rather than a confusing
  signature mismatch.
- scripts/generate_keypair.py mints fresh production keypairs for
  the seller (run once, stash the private key offline). Adds
  cryptography>=41,<46 to requirements.txt (was an undeclared
  transitive dep).

2. Production-safe tripwire

assert_production_safe() refuses to boot a frozen / shipped build
when either:

- DATATOOLS_DEV_MODE=1 is set (would unconditionally bypass every
  license check — fine in source/test but catastrophic in a buyer
  install).
- The active verification key is still the embedded dev key (the
  build pipeline forgot to set DATATOOLS_LICENSE_PUBKEY).

No-op in source / pytest runs (sys.frozen is unset) so test
fixtures and dev workflows keep working without ceremony. Called
from src/cli_license_guard.guard() and from hide_streamlit_chrome
— so it fires on every CLI invocation and every GUI page load.

Tests: 49 license-layer unit tests (was 40); added Ed25519
wrong-key rejection, dev-keypair seed pin, blob v2 prefix, v1
rejection with clear message, and four production-safe scenarios
(no-op in source, fires on DEV_MODE in frozen, fires on dev key in
frozen, passes in frozen with prod pubkey). Total: 2024 → 2033.

Docs (REQUIREMENTS §17a, DEVELOPER licensing recipe, DECISIONS
§9b + decision log) updated with the new threat-model write-up,
key-storage workflow, and tripwire behaviour.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 17:34:48 +00:00
d32b58e61a feat(license): add Lite SKU; remove user-facing free trial
Two coupled changes:

1. Lite tier
   - New Tier.LITE in src/license/schema.py.
   - FEATURES_BY_TIER[Tier.LITE] = {Deduplicator, Text Cleaner,
     Format Standardizer}. The three universally-useful tools that
     cover the most common bookkeeping / RevOps / Klaviyo prep
     workflows. Other six tools require Core.
   - i18n: license.tier_lite, license.feature_locked_title,
     license.feature_locked_body, license.upgrade_link,
     license.status_locked (en + es).
   - Per-tool feature gate at every GUI tool page
     (require_feature_or_render_upgrade) and every tool CLI
     (guard(feature=...)). A locked tool renders an upgrade
     prompt + Manage-license button (GUI) or exits with code 2
     (CLI).
   - Home grid: tool cards the user's tier doesn't unlock get a
     red 🔒 Locked badge in place of green Ready.

2. Trial removed
   - Activation form's "Start 1-year trial" button removed.
   - license_cli's `trial` subcommand removed.
   - activation.trial_button / activation.trial_help i18n keys
     dropped (pack parity test stays green).
   - Tier.TRIAL stays in the enum (back-compat with any field-
     tested trial licenses); LicenseManager._mint stays internal
     for tests and the seller's key generator.
   - Decision logged in DECISIONS §9b: a 1-year all-features
     trial undercuts paid Lite; paid-only keeps tier economics
     clean.

Tests (+29 net): +17 Lite-tier unit/guard tests + 13 Lite-tier
GUI tests + 1 trial-absent assertion - 2 trial CLI tests - 1
trial GUI button test. Total: 1995 → 2024.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 17:19:30 +00:00
e612c751a8 docs(license): document activation flow, tier system, dev bypass
- USER-GUIDE EN + ES gain a §0 "First launch — activation" section
  covering paid blob activation, 1-year trial, renewal, file
  location, and device-swap.
- REQUIREMENTS §17a "Licensing" — storage path, activation model,
  lifetime, tier list, dev bypass env var. Test count: 1995.
- DEVELOPER gains a "Licensing" recipe in the Extension recipes
  section: public API, feature-flag add, tier add, minting via the
  creator-only script.
- DECISIONS §9b — log the offline-HMAC choice with the threat-model
  trade-off (motivated piracy not stopped; honor-system + 30-day
  refund covers casual sharing).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 16:54:30 +00:00
070e3c9f06 docs(gui): document the new GUI test layer
REQUIREMENTS §16 updates the test count (1777 → 1916) and breaks out
the GUI subset. DEVELOPER's Tests section gains the 'gui' marker
recipes and the new tests/gui/ tree under test layout, plus a short
'GUI test layer' explainer.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 16:13:40 +00:00
d0423a8912 docs(perf): publish the dedup/parallel/lazy-copy wins and limits
REQUIREMENTS §10 carries the new measured numbers and the dedup
blocking trade-off note. DEVELOPER known-limitations is rewritten to
reflect that exact-only dedup is now O(n), fuzzy-blocking is opt-in,
and column-parallelism is scaffolding for free-threaded Python.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 15:54:25 +00:00
38011872e1 docs(i18n): document language packs across user, dev, and marketing docs
README + USER-GUIDE describe the sidebar picker and current coverage
(home + shared chrome, per-tool bodies pending). DEVELOPER gains a
how-to for adding packs and keys with the parity-test guarantee.
TECHNICAL §10b records the in-house-JSON architecture and locks in the
no-gettext decision (also logged in DECISIONS). REQUIREMENTS reflects
the new interface surface and updated test count. COPY.md adds a
"Language claim" slot so landing/email work can pick it up.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 15:16:24 +00:00
abb720997e docs: tight, scannable rewrite — every item earns its place
Refactors all 10 docs (README, USER-GUIDE, CLI-REFERENCE, REQUIREMENTS,
TECHNICAL, DEVELOPER, BUSINESS, DECISIONS, RECOVERY, docs/README) from
prose-heavy to bullet-heavy + table-heavy. Same information density,
significantly less reading load.

Net: 2600 → 1652 lines (~37% reduction) WHILE adding the new content
that landed since v1.6:

- Format Standardizer (3rd Ready tool)
- 199-row buyer corpus
- src/core/errors.py structured hierarchy + ensure_dataframe /
  ensure_choice / wrap_file_read|write / format_for_user helpers
- src/core/_constants.py shared USPS/state lookup tables
- Cross-tool audit fixes (NaN matching, removed_df schema, validation,
  enum-bounds checks, forward-compat config)
- Per-domain error_policy across format standardizers
- Inconsistent-date-format detector
- Excel header-row auto-detection + write_file delimiter param

Per-doc changes:

- README.md (175 → 71): 9-tool table at top, status column, 3 CLI
  entry points listed, dropped repeated marketing prose.
- docs/README.md (38 → 27): pure index — buyer-facing vs creator-only
  split + version footer.
- USER-GUIDE.md (208 → 118): tool table replaces script descriptions,
  troubleshooting compressed to bullets, gate explanation tightened.
- CLI-REFERENCE.md (451 → 235): collapsed flag tables, removed
  redundant intro text, kept full recipes section.
- REQUIREMENTS.md (146 → 129): 18 numbered sections (was 17), added
  §18 Error Handling, formatting tightened to single-line entries.
- TECHNICAL.md (570 → 350): collapsed §3 build pipeline tables, merged
  redundant §3.5-3.7 OS sections, added §7 (Error handling) +
  §11.3 (Format Standardizer spec) + §11.4-11.7 (analyzer / gate /
  Review page / repair_bytes promoted from §10.2.x sub-numbering).
- DEVELOPER.md (285 → 161): module map table replaces per-file prose,
  extension recipes condensed, new §Errors covers when to use each
  hierarchy class.
- BUSINESS.md (278 → 225): collapsed prose to tables (use cases,
  competitive landscape, costs, risks); honest-status updated.
- DECISIONS.md (269 → 189): scoring rubric + GUI matrix preserved,
  decision log compressed to single-line entries, added v1.6 entries
  (Format Standardizer Ready, errors module).
- RECOVERY.md (180 → 147): rebuild steps as numbered + tabular,
  external dependencies as one table, recovery priorities tightened.

No information removed; redundancy compressed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 02:49:29 +00:00
9ec371a85f docs: update all documentation to reflect v3.0 functionality
Update README, CLI reference, and developer guide to cover delimiter
selector, inline checkboxes/dropdowns, live surviving rows preview,
multi-row survivors, and apply_review_decisions(). Remove dead link.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-29 00:58:38 +00:00
b871ab24fc feat: add documentation, Streamlit GUI, and full source tree
- Rewrite README.md with project overview, quick-start, and CLI summary
- Add docs/CLI-REFERENCE.md with full flag reference and 8 recipe sections
- Add docs/DEVELOPER.md with architecture, data flow, and extension guides
- Rewrite src/core/__init__.py with public API exports and module docstring
- Add Streamlit GUI (src/gui/) with file upload, advanced options, interactive
  match group review with side-by-side diff, and download buttons
- Add .gitignore, requirements.txt, all source code, tests, and sample data
- Add streamlit to requirements.txt

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-28 23:06:39 +00:00