3 Commits

Author SHA1 Message Date
26b9771625 feat(errors): structured error hierarchy + helpful messages everywhere
Introduces src/core/errors.py with a small structured error hierarchy
that every public entry point now uses. Each error carries the
context a user needs to fix it and the context a maintainer needs to
trace it.

The hierarchy:
  DataToolsError  (base — formats path, column, operation, suggestion)
    InputValidationError  (extends ValueError — bad arg / wrong type)
    ConfigError           (extends ValueError — bad config / options)
    FileFormatError       (extends ValueError — file is not what we expected)
    FileAccessError       (extends OSError   — file I/O failure)

Subclassing the stdlib bases means existing `except OSError` /
`except ValueError` handlers still catch them — no breaking change.

Helpers:
- ensure_dataframe(value, function=...)  — uniform DataFrame guard
- ensure_choice(value, name=, choices=)  — uniform enum/literal guard
- wrap_file_read(path, op, exc)          — tag OSError with hint + path
- wrap_file_write(path, op, exc)         — same, with Windows-aware tip
- format_for_user(exc, context=)         — user-facing string for st.error / stderr

Library hardening:
- io.read_file: missing files surface FileAccessError listing whether
  the parent directory exists, and the suggestion to check the path.
- io.read_file: chunk_size <= 0 now raises InputValidationError with
  a positive-integer suggestion.
- io._read_excel: openpyxl BadZipFile / InvalidFileException / pandas
  ValueError ("sheet not found") wrapped as FileFormatError listing
  the path and a "list sheets with list_sheets()" hint.
- io._detect_excel_header_row: bare except narrowed to specific
  openpyxl exceptions; falls back gracefully and logs at debug so
  the real error surfaces from pd.read_excel.
- io.write_file: OSError / PermissionError on to_csv/to_excel wrapped
  with file path and Windows-aware "file may be open in another
  program" hint.
- dedup._parse_date: bare `except Exception` narrowed to
  (TypeError, ValueError, OutOfBoundsDatetime); failed values
  logged at debug for survivor-selection forensics.
- dedup._select_survivor: KEEP_MOST_RECENT now raises
  InputValidationError instead of silently falling back to keep_first.
- dedup.deduplicate: input validation errors are InputValidationError
  with operation/column/suggestion fields.
- format_standardize.from_dict: invalid FieldType for a column raises
  ConfigError naming the column AND the bad value AND listing valid
  values; same for date_order / phone_format / etc.
- format_standardize.from_file: OSError / JSON decode wrapped with
  path AND line/column where parsing failed.
- format_standardize.to_file: TypeError on json.dumps wrapped as
  ConfigError with the suspected source (extra_abbreviations).
- format_standardize._apply_field_type: dispatcher's "unknown field
  type" branch now raises AssertionError (it's an internal invariant,
  not user error — a new enum value was added without a branch).
- format_standardize._resolve_column_types: missing-column error now
  InputValidationError with a "check for typos / unparsed header"
  suggestion.
- format_standardize.standardize_dataframe: ensure_dataframe at entry.
- text_clean.clean_dataframe: ensure_dataframe at entry.
- config.to_strategies: invalid Algorithm/NormalizerType wrapped as
  ConfigError naming the strategy index AND the column.
- config.to_survivor_rule: invalid SurvivorRule wrapped as ConfigError
  listing valid values.
- config.from_file: OSError / JSON decode wrapped (mirror of
  StandardizeOptions.from_file).
- fixes.repair_mojibake: ImportError on ftfy now logged at info level
  with the underlying ImportError so a corrupt-package vs not-installed
  distinction is visible in the logs.
- normalizers.normalize_phone: phonenumbers.NumberParseException now
  logged at debug when the digits-only fallback drops extension /
  country-code information — gives a trail when matching results
  look wrong.

GUI / CLI surfaces:
- All 9 page handlers (`except Exception as e: st.error(...)`) now
  use format_for_user(), which renders DataToolsError fields nicely
  and falls back to "ClassName: message" for unrecognized errors.
- 2_Text_Cleaner and 3_Format_Standardizer additionally distinguish
  UnicodeDecodeError with an "re-save as UTF-8" suggestion before
  the generic handler.
- cli.py's "Error reading file" handler now uses format_for_user()
  and includes the input path in the prefix.

Tests:
- tests/test_errors.py — 22 new tests covering: base class formatting,
  stdlib inheritance, ensure_dataframe / ensure_choice helpers,
  wrap_file_read / wrap_file_write, format_for_user behavior, and
  end-to-end integration (missing file, missing dir, bad JSON, bad
  algorithm, bad enum, missing column).
- tests/test_audit_fixes.py + tests/test_io.py — updated 4 tests for
  the new exception types (InputValidationError replaces TypeError,
  FileAccessError extends OSError).

Full project suite: 1230 passed, 4 skipped, 17 xfailed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 02:35:42 +00:00
2eece6467d refactor: dedup, consolidate, harden public APIs across core modules
Closes 16 high-value findings from a parallel cross-module review.

Refactors:
- New src/core/_constants.py centralizes USPS street-suffix
  abbreviations, US state names, and 2-letter postal codes — one source
  of truth for both normalize_address (matching keys) and
  standardize_address (display formatting). Eliminates ~80 lines of
  duplicated dicts across normalizers.py and format_standardize.py.
- format_standardize.py: collapse 4 identical nested _err() helpers
  into one shared _err_or_passthrough() module function; drop a dead
  duplicate `return _err("not a phone number")` branch in
  standardize_phone.
- format_standardize.py: precompile per-locale month-name regexes
  (_MONTH_LOCALE_PATTERNS) and per-state-name regexes
  (_STATE_NAME_PATTERNS) at import time — they were rebuilt on every
  cell, a measurable hot path on million-row inputs.
- dedup.py: extract _is_missing(value) helper; one definition of
  "this cell is None / NaN / pd.NA" instead of two.
- fixes.py: extract _is_string_column(ser) helper; one dtype check
  instead of three duplicates across _apply_to_strings,
  _vectorized_translate, _vectorized_regex_sub.

Production-readiness:
- format_standardize.standardize_dataframe now logs a warning when
  more than 10% of typed cells are unparseable — surfaces the
  silently-broken-pipeline failure mode.
- StandardizeOptions.from_dict validates date_order / phone_format /
  currency_decimal / name_case / boolean_style / *_error_policy
  enum values up front, with a clear error message instead of a deep
  crash inside the per-cell function.
- StandardizeOptions.from_file and DeduplicationConfig.from_file wrap
  read + json.loads with descriptive OSError / ValueError messages
  including the file path.
- standardize_date(month_locales=...) validates locale codes against
  the available set instead of silently passing through unknown ones.
- io.read_file rejects chunk_size <= 0 (was silently failing inside
  pandas) and logs the resolved suffix + chunk_size at info level so
  data-pipeline runs are debuggable.
- io.read_file's FileNotFoundError gains explanatory context.
- io.write_file, text_clean.clean_dataframe, and dedup.deduplicate
  now reject non-DataFrame inputs with clear TypeError instead of
  cryptic pandas tracebacks downstream.
- dedup.deduplicate validates that survivor_rule=KEEP_MOST_RECENT has
  a usable date_column up front; the helper _select_survivor now
  raises (instead of silently falling back to keep_first) when called
  directly with bad arguments.
- dedup.deduplicate gains a structured no-op return when strategies
  is empty after auto-detection — preserves schema instead of crashing.
- analyze._detect_inconsistent_date_format narrows its bare except to
  (TypeError, ValueError) and logs a debug line so genuine bugs don't
  hide behind silent skip.

Tests:
- tests/test_audit_fixes.py grows by 11 cases covering the new
  validation paths (chunk_size, DataFrame guards, KEEP_MOST_RECENT
  date_column, enum validation, locale validation, JSON error wrapping).

Full project suite: 1208 passed, 4 skipped, 17 xfailed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 02:23:09 +00:00
b23a27d4e3 fix: cross-tool audit findings + alignment with format standardizer
Closes 12 bugs and 8 gaps surfaced by parallel audits across all core
modules, plus aligns the dedup-side normalizers with the new
format_standardize behavior where they had silently diverged.

Bugs (data integrity / correctness):
- dedup: NaN/None values matched as duplicates because str(None)='None'.
  Two rows with missing email silently merged.
- dedup: removed_df had 0 columns when nothing was removed; downstream
  code expecting matching schema broke. Now preserves column shape.
- dedup: ColumnMatchStrategy threshold accepted any value; out-of-range
  silently broke matching. Validated to [0, 100] in __post_init__.
- dedup: strategy referencing a missing column was silently skipped.
  Now raises ValueError listing available columns.
- fixes: replace_null_sentinels crashed on non-string sentinels (int/None
  from JSON payload). Coerced to str.
- fixes: _vectorized_regex_sub raised raw re.error on bad patterns. Now
  wraps as ValueError with clear message.
- io: detect_header_row mis-identified all-empty and metadata-only rows
  as headers (all([]) is True). Now requires ≥2 non-empty cells.
- config: from_dict crashed when JSON had unknown fields, breaking
  forward compat. Now filters to known fields.
- analyze: mixed-case email detector flagged all-None columns because
  str(None)='None' contains both N and one. Now drops NaN before stringify.

New features and gap closures:
- io: _detect_excel_header_row mirrors detect_header_row for Excel via
  openpyxl read-only; _read_excel uses it when header_row=None.
- io: write_file gains delimiter + encoding params; .tsv extension
  defaults to tab.
- normalizers: normalize_phone preserves extensions as ;ext=N suffix.
- normalizers: normalize_address folds spelled-out US state names to
  2-letter codes (California ≡ CA).
- normalizers: normalize_name drops surname particles (van, de, von)
  so "Charles de Gaulle" ≡ "Charles Gaulle" for matching.
- analyze: new _detect_inconsistent_date_format detector flags columns
  with mixed ISO/US/EU date shapes; routes to format standardizer.
- analyze: _NULL_LIKE recognizes "<na>" (pd.NA repr).
- analyze: duplicate-row finding renamed count → n_extra (rows that
  would actually be removed) with clarified description.
- dedup: group_confidence no longer falsely 100.0 when transitive group
  members lack a recorded direct pair; falls back to 100.0 only when
  truly no pairs were observed.
- dedup: MatchResult / DeduplicationResult docstrings clarify that
  row_indices refer to the input frame's positional index (output index
  is reset).
- text_clean: visualize_hidden_html(None) now returns None (matches
  visualize_hidden_text); strip_bom strips at most one BOM per call;
  sentence_case dead elif branch removed.

Tests:
- tests/test_audit_fixes.py — 28 regression tests, one or more per
  numbered finding, named after BUG/GAP/NIT tags so future readers
  can trace each test back to its audit.
- tests/test_fixes_unit.py — 26 isolated unit tests for previously
  integration-only fix functions (trim_whitespace, strip_nbsp,
  strip_zero_width, normalize_line_endings, clean_headers,
  repair_mojibake — last skipped if ftfy unavailable).
- tests/test_io.py — adds CSV / TSV / semicolon / UTF-8-BOM round-trip
  tests + Excel auto-header-detection tests.
- tests/test_normalizers.py — adds 8 tests for the alignment work
  above (phone extension, state names, particles).

Adds .claude/ to .gitignore (agent worktrees + local settings).

Full project suite: 1197 passed, 4 skipped, 17 xfailed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 02:11:57 +00:00