Michael d80befd05a feat(pdf): row-heuristic extraction (mode dispatch, no coordinates)
User reported the column-visual approach is too brittle for real
bank statements: column-x-positions saved against a sample page
don't survive layout drift between months (statement A has
columns at x=300, statement B drifted to x=320), and a saved
template can only realistically work for one statement's
specific render. The fundamental fix is to stop depending on
coordinates at all.

**Row-heuristic mode** finds transaction rows by pattern: any
line with a date token + N amount tokens IS a transaction. Date
patterns (US slash / EU slash / ISO / "Jan 15, 2026" / etc.) and
amount patterns (currency, parens-negative, thousands grouping)
are matched against word text — no x-positions involved.

The full pipeline:

1. ``find_transaction_rows`` clusters words into rows and scans
   each line for date + amount tokens.
2. Multi-line descriptions still attach to the previous row via
   the no-date-no-amount continuation rule.
3. Amount shapes drive interpretation: ``single`` /
   ``txn_balance`` / ``debit_credit`` / ``debit_credit_balance``.
4. ``_infer_amount_column_centers`` clusters amount x-midpoints
   ACROSS ALL detected rows to find natural column groupings —
   so debit-vs-credit assignment for single-amount lines works
   without the user marking anything on screen.

``apply_template`` is now a dispatch over ``template["mode"]``:

- ``mode="row_heuristic"`` (default for new templates) — the new
  pipeline.
- ``mode="column_visual"`` — the existing pipeline, kept under
  ``_apply_template_column_visual`` for v1 templates and the
  Advanced fallback.

18 new tests cover: date detection (US slash, two-digit year,
ISO, month-name, missing); amount-token finding (currency,
parens, pure text, bare-year rejection); column-center inference
(clear two-column case, empty input); end-to-end on synthetic
Page objects with all four amount shapes; the critical
layout-drift test that proves the same template works on pages
of different sizes / different absolute x-positions.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-19 23:45:55 +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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