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datatools-dev/README.md
Michael 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

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> 🌐 **Language:** English · [Español](README.es.md)
# DataTools
Local CSV / Excel cleaning. CLI + browser GUI, no cloud, no install ceremony. GUI ships with English and Spanish language packs.
## Tools
| # | Tool | Status |
|---|------|--------|
| 01 | **Find Duplicates** — exact + fuzzy match, 5 normalizers, survivor rules, audit | Ready |
| 02 | **Clean Text** — whitespace, smart chars, BOM, line endings, case ops | Ready |
| 03 | **Standardize Formats** — dates, phones, emails, addresses, names, currencies, booleans | Ready |
| 04 | **Fix Missing Values** — disguised-null detection, profile, mean/median/mode/ffill/bfill/interpolate, drop strategies | Ready |
| 05 | **Map Columns** — fuzzy auto-rename, target schema with type coercion, required fields with defaults, drop/reorder | Ready |
| 06 | Find Unusual Values | Coming Soon |
| 07 | Combine Files | Coming Soon |
| 08 | Quality Check | Coming Soon |
| 09 | **Automated Workflows** — chain tools with recommended (not forced) order, save/load JSON, automate weekly cleanups | Ready |
Every tool page has an in-tool **Help** popover (right of the title) with a compact When-to-use / Steps / Examples / Tip card. Copy lives in the language packs (`tools.<id>.help_md`).
## Download (non-technical users)
Pre-built bundles — no Python install, no admin rights, no internet at runtime. Each release ships two flavors per OS: an **installer** that wires up Desktop + Start Menu / Launchpad shortcuts, and a **portable .zip** you unzip and double-click. Pick whichever your IT policy allows.
| Platform | Installer (recommended) | Portable (no install) |
|---|---|---|
| **macOS** | `DataTools-X.Y.Z-mac.dmg` — open, drag DataTools.app into /Applications, launch from Launchpad. | `DataTools-X.Y.Z-mac-portable.zip` — unzip anywhere, double-click `DataTools.app`. |
| **Windows** | `DataTools-X.Y.Z-win-setup.exe` — run installer (per-user, no admin). Desktop shortcut + Start Menu entry created. | `DataTools-X.Y.Z-win-portable.zip` — unzip anywhere, double-click `DataTools.exe`. |
| **Linux** | `DataTools-X.Y.Z-linux-x86_64.AppImage` — `chmod +x`, double-click. | The AppImage is already portable. |
Latest release: see [GitHub Releases](https://git.invixiom.com/giteadmin/datatools-dev/releases) (or the Gumroad listing). Each bundle is ~200 MB unpacked; on first launch the app starts a local server at http://127.0.0.1:8501 and opens your default browser. Nothing leaves your machine — installers and portables are byte-identical inside.
**First-launch warnings (one-time):**
- **macOS** unsigned builds: right-click → **Open** → confirm. (Signed builds skip this.)
- **Windows** SmartScreen: click **More info** → **Run anyway**.
Detailed install + troubleshooting walkthrough: [User Guide §1](docs/USER-GUIDE.md#1-install).
## Install from source (developers)
```bash
pip install -r requirements.txt
```
Python 3.10+ required.
## Run
**GUI** (recommended):
```bash
streamlit run src/gui/app.py
```
**CLI** — seven entry points:
```bash
python -m src.cli customers.csv [--apply] # dedup
python -m src.cli_text_clean messy.csv [--apply] # text clean
python -m src.cli_format intl.csv [--apply] # format standardize (auto-streams >100 MB)
python -m src.cli_missing holes.csv [--apply] # missing values
python -m src.cli_column_map vendor.csv [--apply] # column mapper
python -m src.cli_pipeline any_file.csv [--apply] # chain tools end-to-end
python -m src.cli_analyze any_file.csv [--json] # scan only
```
Every CLI runs preview-only by default; add `--apply` to write output.
## Language
The GUI sidebar has a language picker. Packs ship for **English** and **Español** (`src/i18n/packs/`); the choice persists for the session. Adding a language: drop a `<code>.json` next to `en.json` mirroring its key tree, then list it in `LANGUAGES`. See [Developer Guide §i18n](docs/DEVELOPER.md#i18n--language-packs).
## Review & Normalize gate
Every uploaded file passes through a CSV-normalization gate before any tool sees it. The analyzer flags ~15 issue types (whitespace, NBSP / zero-width chars, BOM, encoding, smart punct, dirty headers, null sentinels, mojibake, …) tagged by **confidence** (high / medium / low) and **fix action**. The GUI shows each finding with Auto-fix / Skip / Customize, a live before/after preview, and an encoding-override picker. Tool pages refuse to load until the gate passes.
## Output
Every run writes:
- `{input}_<tool>.csv` — the cleaned data
- `{input}_changes.csv` (text cleaner) or `{input}_match_groups.csv` (dedup) — audit trail
- `logs/<tool>_YYYYMMDD_HHMMSS.log` — debug-level run log
Original input file is never modified.
## Docs
- [User Guide](docs/USER-GUIDE.md) — install, GUI workflow, gate
- [CLI Reference](docs/CLI-REFERENCE.md) — every flag with recipes
- [Requirements](docs/REQUIREMENTS.md) — file sizes, encodings, detectors, perf targets
- [Technical](docs/TECHNICAL.md) — architecture, gate internals, fix registry
- [Developer Guide](docs/DEVELOPER.md) — adding fixes / detectors / standardizers
## Dependencies
`pandas`, `openpyxl`, `rapidfuzz`, `phonenumbers`, `typer`, `loguru`, `charset-normalizer`, `streamlit`. Optional: `ftfy` for mojibake repair.
## License
Proprietary.
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