Michael 538e23d219 build(pdf): bundle PDF deps in installers + pin versions + smoke tests
Three changes prepare the next tagged release so end users get
the PDF Extractor without ever touching pip.

**Exact-pin the new deps** (``requirements.txt``):

  pdfplumber==0.11.9
  pypdfium2==5.8.0
  pytesseract==0.3.13
  streamlit-drawable-canvas==0.9.3

Tight pins are the right call for these because the GUI's
visual-picker geometry + the parsing-pipeline word positions
depend on stable internal behavior — a quiet upstream tweak to
``extract_words`` or ``page.render`` would re-break the tool on
the next CI build. Bumping requires a deliberate edit + a CI
run, not a transient ``pip install`` resolving to whatever
``setup.py`` pulled.

Existing deps stay on their current ``>=X.Y,<X+1`` ranges; the
user's "tight pin" concern is specifically about the PDF stack.

**Wire the new deps into the PyInstaller bundle** (``build/``):

- ``datatools.spec`` — add ``collect_submodules`` for pdfplumber,
  pdfminer, pypdfium2, streamlit_drawable_canvas, PIL,
  pytesseract; add ``collect_data_files`` for pypdfium2 (PDFium
  native ``.dll``/``.so``/``.dylib``), streamlit_drawable_canvas
  (frontend JS bundle), pdfminer (Adobe CMap tables).
- ``hooks/hook-pypdfium2.py`` — belt-and-braces hook that uses
  ``collect_dynamic_libs`` to force-include the PDFium binary.
  Without this the visual picker silently fails on installed
  builds with a ``FileNotFoundError`` for the shared library.
- ``hooks/hook-streamlit_drawable_canvas.py`` — collects the
  built JS frontend so the canvas iframe loads under the bundled
  Streamlit server instead of rendering blank.

**Tesseract is intentionally NOT bundled** (option A from the
design discussion). Modern bank statements are text-based;
bundling Tesseract would ~triple installer size for a long-tail
case. The in-app banner directs users to install it from
``UB-Mannheim/tesseract`` if they need OCR. Decision is captured
in the ``project-pdf-installer-pending`` memory note.

**Smoke tests** (``tests/test_pdf_extract_smoke.py``, 17 tests)
add the layer above the pure unit tests:

- ``TestDependencyImports`` — each dep imports cleanly
- ``TestRealPdfRoundTrip`` — generates a tiny statement PDF in
  memory with ``fpdf2`` (test-only dep in
  ``requirements-dev.txt``), runs ``extract_pages`` +
  ``apply_template``, asserts 3 rows out with the right signed
  amounts. Catches "the build succeeded but pdfplumber breaks at
  runtime."
- ``TestRenderPageImage`` — exercises ``pypdfium2.render`` so the
  hook-bundled native lib gets a real call. This is the most
  common installer-bug signature (missing .dll) and the test
  catches it before users do.
- ``TestPdfDependencyMissing`` — monkeypatches ``__import__`` to
  simulate a stripped install; confirms the typed exception +
  actionable hint round-trip.
- ``TestPinnedVersionsMatchInstalled`` — parametrized over all
  four pinned dists; uses ``importlib.metadata`` rather than
  ``__version__`` because pypdfium2 doesn't expose it directly.
  Trips if someone bumps the pin without reinstalling.
- ``TestOcrAvailability`` — confirms ``ocr_available()`` returns
  ``(bool, str)`` and ``extract_pages_auto(allow_ocr=False)``
  skips OCR cleanly.

All 81 PDF + audit tests still pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 23:10:43 +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.

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