Files
datatools-dev/DECISIONS.md
Michael 09ec01e98b feat(gui): port journey-level nav + local-first pill to the live app
Brings the live Streamlit app in line with the finalized layout-review
mockups (structural/low-risk changes; verified by compile + registry
sanity, still pending a streamlit-run visual check):

- tools_registry: Data Cleaners now in pipeline order (Clean Text ->
  Standardize -> Fix Missing -> Find Duplicates); new "finance" section
  (Reconcile, PDF to CSV) and "coming_soon" section (Find Unusual,
  Quality Check, Combine Files). Adds those to the Section type +
  SECTION_LABELS.
- app.py: Home becomes the "Start here" front door — a standalone,
  unlabeled top entry (play_circle icon) ahead of the hidden
  Activate/Logs/Close pages; nav groups reordered cleaners ->
  transformations -> automations -> finance -> coming soon.
- _legacy.py: render_tool_header now shows the "Runs 100% locally"
  privacy pill (right-aligned, Ready tools only — omitted on Coming
  Soon stubs); accent emphasis CSS for the Start-here nav link.
- i18n: add nav.start_here_title, nav.section_finance,
  nav.section_coming_soon to en + es packs.
- DECISIONS.md: log the PDF/Reconcile in-bundle (Finance group) call.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-08 17:01:57 +00:00

1.5 KiB

Product & architecture decisions

A running log of decisions that aren't obvious from the code and would otherwise be re-litigated. Newest first.

2026-06-08 — PDF to CSV and Reconcile stay in the bundle, under a "Finance" group

Decision: 10_pdf_extractor (PDF to CSV) and 11_reconciler (Reconcile Two Files) remain part of the DataTools suite. In the sidebar they are segregated into their own Finance section, distinct from the file-cleaning tools.

Context / why this needed deciding:

  • Both tools sit outside the documented 9-script cleaning architecture (TECHNICAL.md / USER-GUIDE.md stop at the orchestrator).
  • They occupy the "reconciliation / manual data-entry" territory the product's honest-positioning note explicitly placed outside a file-cleaning tool's scope.
  • A journey-level UX review flagged that every extra tool in the main sidebar raises the "which tool do I need?" load for a non-technical buyer, so tools serving a different job should live in a clearly different place.

Resolution: Keep them in-bundle (they're built, useful, and ship today) but group them under "Finance" so the cleaning flow stays uncluttered. Revisit only if a separate finance-focused product emerges.

Implications:

  • tools_registry.py: Reconcile + PDF to CSV carry a finance section.
  • Sidebar order: Start here → Data Cleaners → Transformations → Automations → Finance → Coming soon.
  • This is the source-of-truth realization of the layout-review/ mockups (see layout-review/shell.js).