Michael 2f349e8191 feat(pdf): tool page with Extract / Build / Manage modes
Phase 3/6. Wires the PDF Extractor into the GUI as a new
"transformations" tool with three modes selected by a horizontal
radio at the top of the page:

**Extract** — pick a saved template, upload one or more
statement PDFs (single + batch shipping together to keep the
common case one-step), get a previewed DataFrame + CSV download.
Per-file row counts and warnings are surfaced; failures on one
file don't kill the whole batch. The combined CSV gets a
``source_file`` first column so the accountant can sort/filter
by statement.

**Build template** — load an existing template or start fresh,
upload a sample PDF, edit every schema field across four tabs
(Pages & table / Columns / Parsing / Save). A live preview below
re-runs ``apply_template`` against the sample on each re-render
so the user sees their changes hit rows immediately. The column-
boundary editor is text-input ("comma-separated x-positions") for
now — replaced by the drawable-canvas visual picker in commit 5.

**Manage templates** — list with rename / delete / export
(downloads the canonical JSON) / import (uploads someone else's
JSON, validated through ``template_from_json``).

Heavy work (``extract_pages_auto``) only runs on explicit user
action (Extract / a new sample upload), and the parsed Page list
is cached in ``st.session_state`` so widget-edit reruns don't
re-parse the PDF.

Logging: tool runs and template saves both hit the audit log via
``log_event("tool_run", …)``, matching every other tool's
instrumentation pattern.

Registered in ``tools_registry.py`` under ``transformations``
with status ``Ready`` and the picture-as-pdf Material icon. i18n
keys added for en + es ("PDF to CSV" / "PDF a CSV").

OCR is wired in this commit — ``extract_pages_auto`` already
falls back through ``pytesseract`` when the binary is available,
and the warning strings it returns surface as ``st.info`` /
``st.warning`` per-file. Commit 6 will polish the OCR UX with a
status row.

Next commits build on this page:
  4 — batch progress + cancellation + per-file error grouping
  5 — drawable-canvas visual picker replaces text x-positions
  6 — OCR availability banner + scanned-page indicators

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 22:49:44 +00:00

🌐 Language: English · Español

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

Download (non-technical users)

Pre-built installers — no Python required:

Platform Download First-launch note
macOS DataTools-X.Y.Z-mac.dmg Drag DataTools.app into /Applications, then double-click.
Windows DataTools-X.Y.Z-win-setup.exe Run the installer; launches from Start Menu.
Linux DataTools-X.Y.Z-linux-x86_64.AppImage chmod +x the file, then double-click.

Latest release: see GitHub Releases (or the Gumroad listing). The installers are ~150200 MB; the launcher boots a local server at http://127.0.0.1:8501 and opens your browser. Nothing is sent to the cloud.

Install from source (developers)

pip install -r requirements.txt

Python 3.10+ required.

Run

GUI (recommended):

streamlit run src/gui/app.py

CLI — seven entry points:

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.

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

Dependencies

pandas, openpyxl, rapidfuzz, phonenumbers, typer, loguru, charset-normalizer, streamlit. Optional: ftfy for mojibake repair.

License

Proprietary.

Description
Data tools development
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