Files
datatools-dev/src/gui/pages/5_Column_Mapper.py
Michael ac94208d8f chore: production-readiness sweep on the help-popover wave
- Drop unused 'from src.i18n import t' from pages 1-9 (the swap to
  render_tool_header(tool_id) means no page calls t() directly anymore).
  Pages 10, 11 and the underscore-prefixed pages were already clean or
  legitimately use t().

- Rewrite PDF Extractor help_md (en + es). The original prose described
  features the tool does NOT have — template drawing, per-source saved
  templates, automatic reuse. The actual tool is a heuristic batch
  scanner (per its own docstring: "No templates, no per-bank
  configuration"). New copy: scan → uncheck → pick date format → enable
  OCR if needed → download. Spanish version tagged with
  '<!-- TODO: review Spanish -->' since the prose is best-effort.

- Document why both stSidebarNavSectionHeader (legacy, streamlit~=1.35)
  and stNavSectionHeader (current, 1.57) testids appear in the chrome
  CSS — requirements floor is streamlit>=1.35,<2 so dropping the legacy
  selector would silently break the lower bound.

- Pin the t()-returns-key-on-miss contract that render_tool_header's
  fallback path depends on, with a comment at the call site.

- Pin the demo's intentional skip of hide_streamlit_chrome (so the
  +/- sidebar swap JS doesn't ever try to load there) with a load-
  bearing comment in app_demo.py.

- Confirmed i18n parity: every tool id has page_title / page_caption /
  description / name / help_md in BOTH packs; help.button_label and
  help.missing_body in both.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-06-02 18:07:33 +00:00

488 lines
17 KiB
Python

"""DataTools Map Columns — Streamlit page."""
from __future__ import annotations
import io
import json
import sys
from pathlib import Path
import pandas as pd
import streamlit as st
_project_root = Path(__file__).resolve().parent.parent.parent.parent
if str(_project_root) not in sys.path:
sys.path.insert(0, str(_project_root))
from src.gui.components import (
back_to_home_link,
render_sticky_footer,
render_tool_header,
hide_streamlit_chrome,
html_download_button,
pickup_or_upload,
require_feature_or_render_upgrade,
)
from src.core.column_mapper import (
MapOptions,
PRESETS,
TargetField,
TargetSchema,
infer_mapping,
map_columns,
)
from src.license import FeatureFlag
hide_streamlit_chrome()
render_sticky_footer()
back_to_home_link()
from src.audit import log_page_open
log_page_open("5_Column_Mapper")
require_feature_or_render_upgrade(FeatureFlag.COLUMN_MAPPER)
# ---------------------------------------------------------------------------
# Header
# ---------------------------------------------------------------------------
render_tool_header("05_column_mapper")
# ---------------------------------------------------------------------------
# File upload
# ---------------------------------------------------------------------------
uploaded = pickup_or_upload(
label="Import CSV or Excel file",
key="colmap_file_upload",
types=["csv", "tsv", "xlsx", "xls"],
)
if uploaded is None:
st.info("Import a CSV, TSV, or Excel file to begin.")
st.stop()
@st.cache_data(show_spinner=False)
def _read_uploaded(name: str, data: bytes) -> pd.DataFrame:
suffix = Path(name).suffix.lower()
bio = io.BytesIO(data)
if suffix in (".xlsx", ".xls"):
return pd.read_excel(bio)
for enc in ("utf-8", "utf-8-sig", "latin-1"):
try:
bio.seek(0)
sep = "\t" if suffix == ".tsv" else ","
return pd.read_csv(bio, encoding=enc, sep=sep, on_bad_lines="warn")
except UnicodeDecodeError:
continue
bio.seek(0)
return pd.read_csv(bio, encoding="latin-1")
try:
df = _read_uploaded(uploaded.name, uploaded.getvalue())
except Exception as e:
from src.core.errors import format_for_user
st.error(
f"**Could not read `{uploaded.name}`**\n\n"
f"```\n{format_for_user(e)}\n```"
)
st.stop()
# Collapse the input preview once the user has clicked Apply Column
# Mapping so the Results section below is the primary visual focus.
# The user can re-expand the expander to re-inspect the source rows.
_has_result = st.session_state.get("colmap_result") is not None
with st.expander(f"Preview: {uploaded.name}", expanded=not _has_result):
st.caption(f"{len(df)} rows, {len(df.columns)} columns")
st.dataframe(df.head(10), width="stretch")
st.divider()
# ---------------------------------------------------------------------------
# Options (Target schema + Strategy + Mapping)
# ---------------------------------------------------------------------------
#
# Wrapped in an outer expander whose default state mirrors the preview
# expander above: open before a result exists, folded once the user has
# clicked Apply Column Mapping. The Mapping editor is the heart of the
# tool, but per the Text Cleaner pattern we still collapse everything
# post-run — the user can re-expand to tweak any of the three sections.
with st.expander("Options", expanded=not _has_result):
# -----------------------------------------------------------------------
# Schema input
# -----------------------------------------------------------------------
st.subheader("Target schema")
schema_mode = st.radio(
"How would you like to define the target schema?",
[
"Build interactively (start from current columns)",
"Import schema JSON",
"Skip (rename / coerce only — no schema)",
],
index=0,
help=(
"An interactive build is fastest for one-off cleanup. Import a JSON "
"when you have a fixed contract (a CRM import format, db schema). "
"Skip when you only want to rename or coerce specific columns."
),
)
schema: TargetSchema | None = None
if schema_mode.startswith("Import"):
schema_file = st.file_uploader(
"Schema JSON",
type=["json"],
key="colmap_schema_upload",
help='Format: {"fields": [{"name": "email", "dtype": "string", "required": true, "aliases": ["EmailAddr"]}, ...]}',
)
if schema_file is not None:
try:
schema = TargetSchema.from_dict(json.loads(schema_file.getvalue()))
st.success(f"Loaded {len(schema.fields)} target field(s).")
except Exception as e:
from src.core.errors import format_for_user
st.error(f"**Could not parse schema**\n\n```\n{format_for_user(e)}\n```")
elif schema_mode.startswith("Build"):
st.caption(
"Edit the table to define your target schema. Add rows for fields the "
"input doesn't have yet (with a default), or remove rows for columns "
"you want to drop."
)
initial = pd.DataFrame({
"name": list(df.columns),
"dtype": ["auto"] * len(df.columns),
"required": [False] * len(df.columns),
"default": [""] * len(df.columns),
"aliases": [""] * len(df.columns),
})
edited = st.data_editor(
initial,
width="stretch",
num_rows="dynamic",
column_config={
"name": st.column_config.TextColumn("Target name"),
"dtype": st.column_config.SelectboxColumn(
"Type",
options=[
"auto", "string", "integer", "float",
"boolean", "date", "datetime", "category",
],
),
"required": st.column_config.CheckboxColumn("Required"),
"default": st.column_config.TextColumn("Default (for added cols)"),
"aliases": st.column_config.TextColumn(
"Aliases (comma-sep, helps fuzzy-match)",
),
},
key="colmap_schema_editor",
)
fields: list[TargetField] = []
for _, row in edited.iterrows():
name = str(row.get("name", "")).strip()
if not name:
continue
aliases = [
a.strip() for a in str(row.get("aliases", "") or "").split(",")
if a.strip()
]
default_raw = row.get("default")
default_val = (
default_raw if (default_raw not in (None, "", float("nan")))
else None
)
try:
if isinstance(default_val, float) and pd.isna(default_val):
default_val = None
except TypeError:
pass
fields.append(TargetField(
name=name,
dtype=str(row.get("dtype", "auto")), # type: ignore[arg-type]
required=bool(row.get("required", False)),
aliases=aliases,
default=default_val,
))
if fields:
schema = TargetSchema(fields=fields)
st.divider()
# -----------------------------------------------------------------------
# Strategy
# -----------------------------------------------------------------------
st.subheader("Strategy")
preset_label = st.radio(
"Preset",
[
"rename-only (just rename, leave types alone, keep extras)",
"lenient-schema (rename + coerce + reorder, keep extras)",
"strict-schema (rename + coerce + reorder, drop extras)",
],
index=0,
)
preset_key = preset_label.split(" ", 1)[0]
options = MapOptions.from_preset(preset_key)
options.schema = schema
with st.expander("Advanced options"):
col_a, col_b = st.columns(2)
with col_a:
options.unmapped = st.selectbox( # type: ignore[assignment]
"Unmapped source columns",
["keep", "drop", "error"],
index=["keep", "drop", "error"].index(options.unmapped),
)
options.coerce_types = st.checkbox(
"Coerce types per schema", value=options.coerce_types,
)
options.reorder_to_schema = st.checkbox(
"Reorder to schema order", value=options.reorder_to_schema,
)
with col_b:
options.auto_infer = st.checkbox(
"Auto-infer mapping (fuzzy match)", value=options.auto_infer,
)
options.fuzzy_threshold = st.slider(
"Fuzzy match threshold", 0.0, 1.0, options.fuzzy_threshold, 0.05,
)
options.enforce_required = st.checkbox(
"Enforce required fields", value=options.enforce_required,
)
# -----------------------------------------------------------------------
# Mapping editor — show inferred and let user override
# -----------------------------------------------------------------------
st.subheader("Mapping")
if schema is None:
st.caption(
"No schema — define explicit renames below (left blank means keep "
"the source name)."
)
rename_initial = pd.DataFrame({
"source": list(df.columns),
"target": list(df.columns),
})
rename_edited = st.data_editor(
rename_initial,
width="stretch",
column_config={
"source": st.column_config.TextColumn("Source", disabled=True),
"target": st.column_config.TextColumn("Target"),
},
hide_index=True,
key="colmap_rename_only_editor",
)
explicit_mapping: dict[str, str] = {}
for _, row in rename_edited.iterrows():
src = str(row["source"])
tgt = str(row["target"]).strip()
if tgt and tgt != src:
explicit_mapping[src] = tgt
options.mapping = explicit_mapping
else:
inferred = (
infer_mapping(df, schema, threshold=options.fuzzy_threshold)
if options.auto_infer else {}
)
target_options = ["(unmapped)"] + schema.field_names()
map_initial = pd.DataFrame({
"source": list(df.columns),
"target": [inferred.get(c, "(unmapped)") for c in df.columns],
"auto": [c in inferred for c in df.columns],
})
map_edited = st.data_editor(
map_initial,
width="stretch",
column_config={
"source": st.column_config.TextColumn("Source", disabled=True),
"target": st.column_config.SelectboxColumn(
"Target", options=target_options,
),
"auto": st.column_config.CheckboxColumn("Auto-suggested", disabled=True),
},
hide_index=True,
key="colmap_schema_mapping_editor",
)
explicit_mapping = {}
for _, row in map_edited.iterrows():
src = str(row["source"])
tgt = str(row["target"])
if tgt and tgt != "(unmapped)":
explicit_mapping[src] = tgt
options.mapping = explicit_mapping
# Disable auto-infer for the actual run since the editor already shows
# the user's resolved choices (they can manually re-select to add).
options.auto_infer = False
# ---------------------------------------------------------------------------
# Run
# ---------------------------------------------------------------------------
st.divider()
if st.button("Apply Column Mapping", type="primary", width="stretch"):
with st.spinner("Mapping..."):
try:
result = map_columns(df, options)
except (ValueError, OSError) as e:
from src.core.errors import format_for_user
st.error(format_for_user(e))
st.stop()
st.session_state["colmap_result"] = result
from src.audit import log_event
log_event("tool_run", "Map Columns run", page="5_Column_Mapper")
st.session_state["colmap_input_name"] = uploaded.name
st.session_state["colmap_options"] = options.to_dict()
# One-shot flag picked up on the next pass to scroll the parent
# document to the Results anchor (see scroll snippet below).
st.session_state["_colmap_scroll_to_results"] = True
# Force a second rerun so the preview and options expanders see
# the new result on the NEXT script pass and collapse themselves.
st.rerun()
result = st.session_state.get("colmap_result")
if result is None:
st.info("Configure a mapping and click **Apply Column Mapping** to run.")
st.stop()
# ---------------------------------------------------------------------------
# Results
# ---------------------------------------------------------------------------
# Anchor target for the auto-scroll snippet at the end of this block.
# A bare ``<div id="...">`` survives Streamlit's HTML sanitizer (only
# ``<script>`` is stripped), and a 1px-tall div doesn't visually shift
# anything. Placed before the subheader so the scrolled-to viewport
# starts a few pixels above the section heading rather than below it.
st.markdown(
'<div id="colmap-results-anchor" style="height:1px"></div>',
unsafe_allow_html=True,
)
st.subheader("Results")
m1, m2, m3, m4 = st.columns(4)
m1.metric("Renamed", result.columns_renamed)
m2.metric("Dropped", len(result.columns_dropped))
m3.metric("Added", len(result.columns_added))
m4.metric(
"Coerce fails",
sum(result.coercion_failures.values()) if result.coercion_failures else 0,
)
if result.columns_dropped:
st.warning(f"Dropped columns: {', '.join(result.columns_dropped)}")
if result.columns_added:
st.info(f"Added (with defaults): {', '.join(result.columns_added)}")
if result.coercion_failures:
st.warning(
"Some cells could not be coerced and were left as NaN: "
+ ", ".join(f"{c} ({n})" for c, n in result.coercion_failures.items())
)
if result.mapping:
st.markdown("**Resolved mapping**")
map_df = pd.DataFrame(
[
{"source": s, "target": t, "auto": s in result.inferred_pairs}
for s, t in result.mapping.items()
],
)
st.dataframe(map_df, width="stretch", hide_index=True)
st.markdown("**Mapped preview (first 10 rows)**")
st.dataframe(result.mapped_df.head(10), width="stretch")
# ---------------------------------------------------------------------------
# Downloads
# ---------------------------------------------------------------------------
#
# All three byte buffers are prepared up front (outside the columns) so
# each ``st.download_button`` sees stable ``data`` across reruns and an
# explicit ``key`` — without those, Streamlit auto-derived widget IDs
# can collide for multiple download_buttons in adjacent columns and
# only the first one actually fires on click.
st.divider()
stem = Path(st.session_state.get("colmap_input_name", "input")).stem
mapped_bytes = result.mapped_df.to_csv(index=False).encode("utf-8-sig")
audit_bytes = json.dumps({
"mapping": result.mapping,
"inferred_pairs": result.inferred_pairs,
"columns_renamed": result.columns_renamed,
"columns_dropped": result.columns_dropped,
"columns_added": result.columns_added,
"coercion_failures": result.coercion_failures,
"unmapped_kept": result.unmapped_kept,
"missing_required_targets": result.missing_required_targets,
}, indent=2, default=str).encode("utf-8")
config_bytes = json.dumps(
st.session_state.get("colmap_options", {}), indent=2, default=str,
).encode("utf-8")
_no_mapping = not result.mapping
dl_a, dl_b, dl_c = st.columns(3)
with dl_a:
html_download_button(
"Download mapped CSV",
mapped_bytes,
file_name=f"{stem}_mapped.csv",
mime="text/csv",
)
with dl_b:
html_download_button(
"Download mapping audit",
audit_bytes,
file_name=f"{stem}_mapping.json",
mime="application/json",
disabled=_no_mapping,
help="No mapping was applied." if _no_mapping else None,
)
with dl_c:
html_download_button(
"Download config JSON",
config_bytes,
file_name="column_map_config.json",
mime="application/json",
)
# ---------------------------------------------------------------------------
# Post-run auto-scroll
# ---------------------------------------------------------------------------
#
# When the user clicks Apply Column Mapping, the preview + options
# collapse but Streamlit by itself doesn't scroll — the Results section
# is at the bottom of a tall script so the user has to find it. Inject
# a tiny component-html iframe that calls ``scrollIntoView`` on the
# parent's Results anchor. Streamlit's main page is same-origin with
# component iframes so ``window.parent.document`` access is allowed.
#
# The flag is one-shot (``pop`` removes it) so re-renders triggered by
# unrelated widgets in the Results section don't yank the viewport back
# to the top of Results.
if st.session_state.pop("_colmap_scroll_to_results", False):
st.iframe(
"""
<script>
const doc = window.parent.document;
const target = doc.getElementById('colmap-results-anchor');
if (target) target.scrollIntoView({behavior: 'smooth', block: 'start'});
</script>
""",
height=1,
)