Files
datatools-dev/docs/REQUIREMENTS.md
Michael abb720997e docs: tight, scannable rewrite — every item earns its place
Refactors all 10 docs (README, USER-GUIDE, CLI-REFERENCE, REQUIREMENTS,
TECHNICAL, DEVELOPER, BUSINESS, DECISIONS, RECOVERY, docs/README) from
prose-heavy to bullet-heavy + table-heavy. Same information density,
significantly less reading load.

Net: 2600 → 1652 lines (~37% reduction) WHILE adding the new content
that landed since v1.6:

- Format Standardizer (3rd Ready tool)
- 199-row buyer corpus
- src/core/errors.py structured hierarchy + ensure_dataframe /
  ensure_choice / wrap_file_read|write / format_for_user helpers
- src/core/_constants.py shared USPS/state lookup tables
- Cross-tool audit fixes (NaN matching, removed_df schema, validation,
  enum-bounds checks, forward-compat config)
- Per-domain error_policy across format standardizers
- Inconsistent-date-format detector
- Excel header-row auto-detection + write_file delimiter param

Per-doc changes:

- README.md (175 → 71): 9-tool table at top, status column, 3 CLI
  entry points listed, dropped repeated marketing prose.
- docs/README.md (38 → 27): pure index — buyer-facing vs creator-only
  split + version footer.
- USER-GUIDE.md (208 → 118): tool table replaces script descriptions,
  troubleshooting compressed to bullets, gate explanation tightened.
- CLI-REFERENCE.md (451 → 235): collapsed flag tables, removed
  redundant intro text, kept full recipes section.
- REQUIREMENTS.md (146 → 129): 18 numbered sections (was 17), added
  §18 Error Handling, formatting tightened to single-line entries.
- TECHNICAL.md (570 → 350): collapsed §3 build pipeline tables, merged
  redundant §3.5-3.7 OS sections, added §7 (Error handling) +
  §11.3 (Format Standardizer spec) + §11.4-11.7 (analyzer / gate /
  Review page / repair_bytes promoted from §10.2.x sub-numbering).
- DEVELOPER.md (285 → 161): module map table replaces per-file prose,
  extension recipes condensed, new §Errors covers when to use each
  hierarchy class.
- BUSINESS.md (278 → 225): collapsed prose to tables (use cases,
  competitive landscape, costs, risks); honest-status updated.
- DECISIONS.md (269 → 189): scoring rubric + GUI matrix preserved,
  decision log compressed to single-line entries, added v1.6 entries
  (Format Standardizer Ready, errors module).
- RECOVERY.md (180 → 147): rebuild steps as numbered + tabular,
  external dependencies as one table, recovery priorities tightened.

No information removed; redundancy compressed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-01 02:49:29 +00:00

130 lines
5.1 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# Requirements
Numbered support matrix. Updated with every shipped capability.
## 1. File handling
1.1 Size: ≤ 1 GB target (larger works, slower).
1.2 Read: CSV, TSV, XLSX, XLS.
1.3 Write: CSV, TSV.
1.4 Excel: multi-sheet picker.
1.5 Empty file: blocked with `empty_input` error finding.
## 2. Input encodings (auto-detected)
2.1 Unicode: UTF-8, UTF-8-BOM, UTF-16 LE/BE BOM, UTF-16 LE no-BOM.
2.2 Western: cp1252, ISO-8859-1, ISO-8859-15, Mac Roman.
2.3 Eastern European: cp1250, ISO-8859-2.
2.4 Cyrillic: cp1251, KOI8-R.
2.5 CJK: Shift_JIS / cp932, GB18030, Big5, EUC-KR / cp949.
2.6 ASCII → detected as UTF-8.
2.7 User override: any Python codec name.
2.8 BOM: stripped on read, never written.
2.9 Decode failure → `encoding_decode_failed` (error).
2.10 U+FFFD in output → `encoding_uncertain` (error).
## 3. Output encodings
3.1 UTF-8 (default), UTF-8-BOM (Excel-friendly).
3.2 cp1252, ISO-8859-1/15, cp1250, ISO-8859-2, cp1251.
3.3 Shift_JIS, GB18030, Big5, EUC-KR, UTF-16 LE.
3.4 Lossy fallback: `?` + warning when codec can't represent a char.
## 4. Delimiters
4.1 Input auto-detect: `,`, `\t`, `;`, `|`.
4.2 Output: `,` (default), `\t`, `;`, `|`.
4.3 Extension: `.tsv` for tab, `.csv` otherwise.
## 5. Line endings
5.1 Read: LF / CRLF / bare CR — all normalized to LF.
5.2 Embedded in quoted cells: also normalized to LF.
5.3 Write: LF (default), CRLF, CR.
5.4 Mixed → `mixed_line_endings` finding.
## 6. Analyzer detectors
**File-level** (read-time fixes, audit-logged):
- `csv_bom_stripped`, `csv_nul_stripped`, `csv_smart_quotes_folded`, `csv_line_endings_normalized`, `csv_transcoded_to_utf8`, `csv_unquoted_delimiters_repaired`, `csv_unrepairable_rows`.
**Cell-level**:
- `smart_punctuation_in_data`, `nbsp_or_unicode_whitespace`, `zero_width_or_invisible`, `dirty_column_headers`, `whitespace_padding`, `null_like_sentinels`, `suspected_mojibake`, `mixed_case_email_column`, `inconsistent_date_format`, `near_duplicate_rows`, `leading_zero_ids`.
**Encoding integrity**: `encoding_uncertain`, `encoding_decode_failed`, `empty_input`.
Sample size: 1,000 rows (configurable).
## 7. Finding fields
`id`, `severity` (info/warn/error), `confidence` (high/medium/low), `fix_action`, `pre_applied`, `tool`, `count`, `description`, `column`, `samples` (≤5).
## 8. Confidence tiers
- **high** — round-trip safe, one-click auto-fix.
- **medium** — preview before applying.
- **low** — opt-in only, can corrupt if wrong.
- **error** — must resolve or waive before tool pages unlock.
## 9. Decision actions
- `auto` — apply registered fix.
- `skip` — waive (audit-logged).
- `modified` — apply with custom payload.
## 10. Performance (1 GB input)
- Initial scan (sample): < 2 s · peak RSS ~110 MB.
- Full-file `repair_bytes`: 3040 s.
- Full-DataFrame analyze: ~4 min (~25 µs/cell).
- Full-DataFrame `auto_fix`: ~5 min (~30 µs/cell).
- Output write: ~10 s.
- Recommended RAM: 4× input size for full-Apply path.
## 11. Tools
1. Deduplicator — Ready
2. Text Cleaner — Ready
3. Format Standardizer — Ready
4. Missing Value Handler — Coming Soon
5. Column Mapper — Coming Soon
6. Outlier Detector — Coming Soon
7. Multi-File Merger — Coming Soon
8. Validator & Reporter — Coming Soon
9. Pipeline Runner — Coming Soon
## 12. Gate (Review & Normalize)
- Gates every tool page.
- Auto-fix button: applies all `confidence=high` findings in one click.
- Per-finding controls: Auto / Skip / Customize.
- Live before/after preview (≤5 sample rows).
- Audit log per fix (id, decision, cells changed).
- Encoding-override picker (16 codepages + custom).
- Advanced output expander: encoding + delimiter + line terminator.
- Result keyed by upload SHA-256; survives reload, invalidated on re-upload.
## 13. Interfaces
- **GUI**: Streamlit, browser-based, local, no internet.
- **CLI**: `python -m src.cli` (dedup) · `src.cli_text_clean` · `src.cli_analyze`.
- **Python API**: `from src.core import …` (analyze, repair_bytes, clean_dataframe, deduplicate, standardize_dataframe, …).
- **JSON output**: `--json` on `cli_analyze`.
## 14. Platforms
- Python ≥ 3.10.
- OS: Linux, macOS, Windows.
- Browser: any modern browser.
- Network: not required at runtime.
## 15. Dependencies
- **Core**: pandas, openpyxl, charset-normalizer, typer, loguru.
- **Dedup**: rapidfuzz, phonenumbers.
- **GUI**: streamlit.
- **Optional**: ftfy (mojibake repair).
- **Dev**: pytest, tox.
## 16. Test coverage
- 1,230 tests passing, 4 skipped (ftfy not installed), 17 xfailed (documented).
- Fixture corpora: text-cleaner (21), encodings (31), reference UTF-8 (9), format-cleaner (199 buyer cases).
- Run: `python run_tests.py [--tool …] [--fixtures] [--coverage]`.
## 17. Privacy / data handling
- All processing local; no network calls in the data path.
- No telemetry.
- Original input never modified.
- Audit logs: `logs/` next to each run (timestamped).
## 18. Error handling
- Structured hierarchy: `DataToolsError``InputValidationError`, `ConfigError`, `FileFormatError`, `FileAccessError`.
- Subclasses extend stdlib `ValueError` / `OSError` so existing handlers still catch them.
- Every error carries: message, file path, column, operation, suggestion, underlying cause.