Commit Graph

13 Commits

Author SHA1 Message Date
21fd8a4cd7 fix(nav): switch_page resolves correctly + bottom-of-page back link
Two issues, same fix surface.

(1) Reported crash on Back-to-Home:

    StreamlitAPIException: Could not find page: app.py.

``st.switch_page("app.py")`` doesn't work under ``st.navigation`` —
the entry script is the nav manager itself and is not a registered
page. The fix needs to pass an ``st.Page`` object whose script
identity matches one registered in the nav.

First-pass attempt (``from src.gui.app import _home_page``) hit a
worse failure: importing ``app.py`` from inside a tool-page render
re-executes the nav setup with the WRONG "main script" context, so
every ``st.Page("pages/N_foo.py", ...)`` call in ``_build_navigation``
fails with "file could not be found".

Extract the home renderer into its own module ``src/gui/_home.py``
which has no top-level Streamlit side effects. Both the nav manager
and the back-link helper import ``_home_page`` from there. The Page
object built at click time has the same callable identity as the one
registered, so ``st.switch_page`` resolves it.

(2) Reported UX: the back button scrolled out of view on long pages.

Add a second ``back_to_home_link(key="_back_to_home_link_bottom")``
call near the footer of every tool page (1-9). The unique key avoids
widget-id collision with the top instance. Coming-Soon stubs get it
unconditionally; Ready tools render it only after a result exists
because the page short-circuits with ``st.stop()`` before then —
when no result is on screen the page is short enough that the top
link is sufficient.

2220 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 23:58:33 +00:00
aeead05e4c fix(downloads): swap st.download_button for an HTML <a download> helper
Reported symptom: only the FIRST download button in a multi-button
row pops the browser save dialog. The second and third do nothing on
click. Affects every tool page that exposes (cleaned + audit + config)
downloads.

Root cause is ``st.download_button`` itself — when several render in
the same script pass, the click-to-bytes wiring on the browser side
mis-routes and only one button's data is actually exposed. Explicit
``key`` arguments don't fix it; ``use_container_width=True`` doesn't
help either; we confirmed this in the Text Cleaner reverts.

Replace the widget with a real ``<a download="file" href="data:...">``
anchor rendered via ``st.markdown(..., unsafe_allow_html=True)``.
Bypasses Streamlit's widget machinery entirely; behaves identically to
a native browser download. Side benefit: clicking it does NOT trigger
a script rerun, so other in-flight UI state survives.

New helper ``html_download_button`` lives in
``src/gui/components/_legacy.py`` (exported from ``components``). API:

    html_download_button(
        label, data,
        *, file_name, mime="application/octet-stream",
        disabled=False, help=None, use_container_width=True,
    )

Translation pattern applied across every tool page (and shared
``results_summary`` / ``config_panel`` widgets in ``_legacy.py``):

- ``st.download_button(`` -> ``html_download_button(``
- ``data=foo_bytes`` kwarg -> positional second arg
- ``key="..."`` -> dropped (helper has no widget identity)
- ``use_container_width=True`` -> dropped (default)
- ``disabled=`` and ``help=`` pass through unchanged
- Pre-computed byte buffers kept where they were

Total: 17 sites replaced (3 in Text Cleaner, 3 in Format
Standardizer, 3 in Fix Missing Values, 3 in Map Columns, 3 in
Automated Workflows, 2 in Find Duplicates page + 4 in shared
_legacy.py widgets used by Find Duplicates).

Caveat: data: URLs balloon by 33% (base64). Fine for tool output
sizes we ship; if a future result topped a few hundred MB we'd want a
Blob-URL fallback.

The marketing demo at src/gui/app_demo.py keeps its single
st.download_button — single button, no collision, no need to switch.

2008 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 21:13:41 +00:00
6415be8bf4 feat(tools): unified post-run UX across all Ready tool pages
Apply the Clean Text page's post-run UX pattern to every other Ready
tool page (Find Duplicates, Standardize Formats, Fix Missing Values,
Map Columns, Automated Workflows) for consistency and ease of use.

Per page:

1. Preview wrapped in ``st.expander(f"Preview: {filename}",
   expanded=not _has_result)``. Open before a result exists, folded
   afterwards.

2. Options / configuration controls wrapped in
   ``st.expander("Options", expanded=not _has_result)``. Inner
   sub-expanders preserved (Streamlit 1.36+ supports nesting).

3. After the primary action stashes the result, set a one-shot
   ``_<tool>_scroll_to_results`` flag in session state and call
   ``st.rerun()`` so the preview + options expanders see the new
   state on the next pass and collapse themselves.

4. ``<div id="<tool>-results-anchor" style="height:1px">`` placed
   immediately before the Results subheader.

5. End-of-page: pop the scroll flag and inject a tiny
   ``streamlit.components.v1.html`` iframe whose ``<script>`` calls
   ``scrollIntoView`` on the parent document's anchor. One-shot, so
   unrelated reruns (toggling Show-hidden, etc.) don't yank the
   viewport.

6. Download buttons hardened against the multi-button Streamlit
   footgun: byte buffers pre-computed outside the column scopes,
   explicit unique ``key="<tool>_dl_<purpose>"`` per button,
   ``use_container_width=True``, and previously-conditional buttons
   now render unconditionally with ``disabled=True`` + a help
   tooltip when the underlying data is empty so layout stays steady.

Per-page judgment calls (already noted in agent reports):

- Find Duplicates: sheet picker and delimiter selector kept OUTSIDE
  expanders (the user still needs to see them when a file fails to
  parse).
- Fix Missing Values: missingness profile wrapped INSIDE the Options
  expander together with Strategy — the Results section already
  shows a before/after missingness comparison that supersedes the
  static input profile.
- Map Columns: all three subsections (Target schema, Strategy,
  Mapping) wrapped under one outer Options expander, matching the
  Text Cleaner pattern.
- Automated Workflows: inner "Recommended tool order" expander stays
  nested inside the outer Options wrap; Run button stays outside
  Options so the user can re-run after tweaking the (collapsed)
  editor.

2008 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 21:04:37 +00:00
502a72cd46 feat(nav): ← Back to Home link on every tool page
Multi-file workflow: a user uploads several files on Home, clicks
"Open <Tool>" on one file's findings, lands on a tool page. The
sidebar lets them get back to Home, but a top-of-page back affordance
is more discoverable and keeps the hand in the same screen region as
the upload list they're working through.

- New ``back_to_home_link()`` helper in components/_legacy.py renders
  a secondary button that calls ``st.switch_page("app.py")`` — under
  ``st.navigation`` that routes to the default (Home) page.
- Wired into every tool page (1-9) directly after
  ``hide_streamlit_chrome()`` and BEFORE the license gate so a Lite
  user who lands on a locked tool can navigate away without paying.
- New i18n key ``nav.back_to_home`` ("← Back to Home" /
  "← Volver al inicio") in en/es packs.

2008 tests pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 20:38:01 +00:00
dad744f17f refactor(gui): drop Review page + normalization gate
Home is now the only entry point: the "Run analysis" button on the
upload section IS the review step (findings render inline via
render_findings_panel). Tool pages no longer gate on a passed
normalization — running the analyzer is sufficient context.

Removed:
- src/gui/pages/0_Review.py
- src/gui/components/gate.py (re-export seam)
- require_normalization_gate() in src/gui/components/_legacy.py
- "review" section enum in tools_registry.py
- Data Review entry in app.py navigation
- require_normalization_gate() calls + imports in all nine tool pages
- tests/gui/test_gate.py (whole file)
- TestReviewWorkflow in tests/gui/test_workflows.py
- 0_Review entry in tests/gui/test_smoke.py PAGE_SLUGS
- stash_upload's normalization_result+normalization_for stashing
- stash_upload_without_gate (was the gate's negative-path helper)

2017 tests pass (16 retired with the gate flow).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 20:04:33 +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
93e43fc0d9 feat(gui): sidebar sections + non-technical tool labels
Sidebar nav now groups tools under Data Review / Data Cleaners /
Transformations / Automations via st.navigation, replacing the flat
auto-discovered list. Tool display names switch to action-first
phrasing (Find Duplicates, Fix Missing Values, Find Unusual Values,
Standardize Formats, Clean Text, Quality Check, Map Columns, Combine
Files, Automated Workflows) in EN + ES packs and on each page's H1.

The Data Cleaners section follows the requested order: Missing
Values → Outliers → Text Cleaner → Format Standardizer → Deduplicator
→ Quality Check. (Text Cleaner kept inside cleaners since the request
didn't list it but the tool still ships.) Registry now carries a
section field; helpers added: tools_in_section(), section_label().

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-16 19:36:01 +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
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
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
794d4cda94 feat(gui): tool pages pick up the home-page upload via session_state
Closes the last UX gap from the analyzer review: each tool page had its
own st.file_uploader, so users had to upload the same file twice (once
on the home page for analysis, once on each tool page).

components.pickup_or_upload(label, key, types) returns either:
  - a _StashedUpload shim wrapping the home-page bytes (when present and
    the user hasn't asked for a different file on this page), or
  - the standard st.file_uploader (when nothing is stashed or the user
    clicked "Use a different file").

_StashedUpload duck-types Streamlit's UploadedFile (.name, .size,
.getvalue(), .read()) so existing tool-page code consumes it without
changes. A "Use a different file" button per page sets a session-state
override flag; a "Switch back to upload-screen file" button clears it.

Wired into 2_Text_Cleaner.py and 1_Deduplicator.py — the two pages with
working uploaders today. The remaining stub pages adopt it when they're
implemented; the helper is the public surface they'll use.

Verified by smoke-launching streamlit headless and curling the home,
text-cleaner, and deduplicator routes — all return 200 with no errors
in the server log.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-29 16:09:51 +00:00
35ea21ad33 feat: hide Streamlit chrome for app-like appearance
Add shared hide_streamlit_chrome() helper that removes header bar,
hamburger menu, footer, and deploy button via CSS injection. Called
on every page. Add .streamlit/config.toml with minimal toolbar mode.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-29 01:20:54 +00:00
f2fdc10af7 feat: refactor GUI to multi-page Streamlit app with 9 tool pages
Convert single-page deduplicator into a multi-page suite. Home page shows
tool card grid. Deduplicator extracted to its own page (fully working).
8 stub pages added for Text Cleaner, Format Standardizer, Missing Values,
Column Mapper, Outlier Detector, Multi-File Merger, Validator & Reporter,
and Pipeline Runner — each with functional file upload and coming-soon UI.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-29 01:16:12 +00:00