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

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Markdown

# 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`).