14 Commits

Author SHA1 Message Date
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
2bd94c4441 docs: document installer + portable downloads in en/es
Repo READMEs now show both download flavors side-by-side with
first-launch warnings (SmartScreen, Gatekeeper) and link to the
deeper walkthrough.

USER-GUIDE §1 rewritten from a 9-line stub into six subsections:
- §1.1 Windows: installer (5 steps) + portable (4 steps)
- §1.2 macOS:   DMG (5 steps incl. right-click-Open) + portable
- §1.3 Linux:   AppImage flow (unchanged)
- §1.4 First-launch: port selection, localhost binding, browser open
- §1.5 How the GUI works
- §1.6 System requirements

§6 Troubleshooting picks up portable-specific items: Safari unzip
quirks, antivirus quarantine on Win portable, license file location.

docs/README and Spanish mirrors updated to match.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 19:30:28 +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
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
318b9b45dc docs(i18n): ship Spanish translations of buyer-facing docs
Adds README.es.md, docs/README.es.md, docs/USER-GUIDE.es.md, and
docs/CLI-REFERENCE.es.md mirroring the English client-facing set.
Each English doc gains a one-line language-switch banner pointing at
its Spanish counterpart; the docs index advertises both language sets
in the buyer-facing section. Internal docs (TECHNICAL, DECISIONS,
REQUIREMENTS, BUSINESS, RECOVERY) stay English-only by design — they
don't ship with the product.

The CLI itself emits English only, so CLI-REFERENCE.es.md notes that
flags and values are language-invariant while translating the prose.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-13 15:21:18 +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
3dd924474c docs: short-form numbered requirements list
New docs/REQUIREMENTS.md catalogs every shipped capability in 17 numbered
categories — file handling, input/output encodings, delimiters, line
endings, detectors, finding schema, confidence tiers, decisions,
performance targets (1 GB), tools, gate behavior, interfaces, platforms,
deps, test coverage, privacy. Linked from README and USER-GUIDE so a
buyer / integrator can scan compliance in under a minute.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 21:19:21 +00:00
82d7fef21e feat(gate): CSV-normalization gate with confidence-tiered findings
Adds a Review & Normalize page that sits between upload and every tool
page. The analyzer now tags each finding with confidence (high/medium/low)
and a fix_action; the gate auto-applies high-confidence fixes, surfaces
medium/low ones for user review, and blocks tool pages on error-level
findings until resolved or waived.

Core (src/core/):
  - analyze.py: Finding gains confidence, fix_action, pre_applied; new
    detectors for encoding_uncertain, encoding_decode_failed; new top-
    level encoding_override parameter.
  - fixes.py: registry of fix algorithms keyed by fix_action id.
  - normalize.py: auto_fix(), apply_decisions(), is_normalized(), and
    the NormalizationResult / Decision dataclasses the gate consumes.
  - io.py: detect_encoding tries strict UTF-8 first; repair_bytes now
    transcodes UTF-16/32 to UTF-8 before NUL-strip (fixes UTF-16 corruption)
    and normalizes line endings (fixes bare-CR parser crash); empty file
    handled gracefully instead of EmptyDataError traceback.

GUI (src/gui/):
  - pages/0_Review.py: gate page with per-finding decision controls,
    encoding override picker (16 codepages + custom), and Advanced output
    options (encoding, delimiter, line terminator) on the download.
  - components.py: require_normalization_gate() helper.
  - pages/1-9: gate guard wired on every tool page.

Test corpora:
  - test-cases/encodings-corpus/: 31 encoded CSV fixtures + 9 reference
    UTF-8 files + manifest, synced from Business/DataTools.
  - test-cases/text-cleaner-corpus/test_data/17: synced malformed input
    (unquoted $1,500.00) for the unquoted-delimiter detector.

Tests (94 new):
  - test_normalize.py (48): finding fields, fix registry, auto_fix scope,
    decision paths, gate idempotency, output-options helper.
  - test_encodings_corpus.py (90, 16 xfailed): parametric detection +
    decode + analyzer-no-crash sweep against the manifest.
  - test_analyze.py: encoding override + encoding_uncertain detectors.
  - test_corpus.py: pre-parse repair in the strict reader.

run_tests.py: new aliases --tool normalize, --tool encodings, --tool gate;
encodings corpus added to --fixtures category.

Docs: USER-GUIDE §3.3 covers the gate workflow, encoding override, and
output options; TECHNICAL §10.2.1-10.2.4 documents the analyzer schema,
gate API, Review page, and pre-parse repair pipeline; CLI-REFERENCE adds
the analyzer JSON schema with the new fields; README links to all of it.

Suite: 765 passed, 17 xfailed (was 458 passed).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 20:35:27 +00:00
54f92ae47e feat: implement text cleaner (script 02) with CLI, GUI, and tests
Builds 02_text_cleaner.py from stub to working: character-level hygiene
for CSV/Excel inputs covering trim, whitespace collapse, smart-character
folding, Unicode NFC/NFKC, BOM strip, zero-width strip, control-char
strip, line-ending normalization, and per-column case conversion. Three
presets (minimal/excel-hygiene/paranoid) keep the buyer surface small.

- src/core/text_clean.py: pure helpers + CleanOptions/CleanResult +
  clean_dataframe with dtype-safe column selection
- src/cli_text_clean.py: Typer CLI mirroring the dedup CLI shape
  (dry-run by default, --apply writes cleaned + changes audit, JSON
  config save/load)
- src/gui/pages/2_Text_Cleaner.py: real Streamlit page with preset
  picker, advanced toggles, preview, before/after metrics, and three
  download buttons
- tests/test_text_clean.py + test_cli_text_clean.py: 92 new tests
  covering edge cases E1-E50 from the spec
- samples/messy_text.csv: demo dataset surfacing UC1, UC3, UC6, UC10
  in 10 rows
- test-cases/uc16-uc26 + ec05-ec09: per-use-case and per-edge-case
  fixtures

Docs: TECHNICAL.md §10.2 (full Tier 1/2/3 spec), DECISIONS.md v1.7
entry locking the spec, CLI-REFERENCE.md gains the text cleaner
section, README.md gains a top-level Text Cleaner block, USER-GUIDE.md
status row 02 promoted Skeleton -> Working.

200/200 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 15:14:15 +00:00
0613dc420c docs: add project documentation files
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-28 22:02:07 +00:00