data-tidy

name

data-tidy

description

Clean up messy data into a structured, validated table — from any source (a junk-filled .xlsx/CSV, a pasted email/markdown table, a Word table, or an Outlook .msg) to a clean .xlsx plus an audit/change report. Use when the user wants to "clean up this data", "tidy this spreadsheet", "normalise this list", "structure this messy export", "dedupe this", "standardise these dates / currencies", or "turn this into a clean table". (For getting data OUT of PDFs — tables, forms, scanned documents — use data-extract, not this skill.) Works INTENT-FIRST: it asks what the data is for and the expected output up front, then profiles → proposes a transform recipe → you confirm → applies it deterministically → reports every change and flags cells for review. Never mangles silently; transforms are computed locally by a deterministic engine. Standalone — no other toolkit required. NOT deal-document intelligence (lease abstraction, model review, comps) — that's out of scope.

Data Tidy

Turn messy data — in whatever shape it arrives — into a clean, validated structured table (.xlsx) plus an audit/change report. The design is intent-first (ask the purpose and the wanted output before guessing) and human-in-the-loop (propose → confirm → apply → report). Transforms are deterministic and logged; nothing is changed silently.

Self-sufficient & local engine. Runs on its own — no other toolkit needed. All processing (including OCR) happens on your machine: no cloud OCR, no external APIs, no third-party uploads. Note the AI agent driving the skill does send whatever it reads into its context to your AI provider — "never leaves the machine" is not claimed. See ../../PRINCIPLES.md#data-handling--pii-policy.

Workflow

0 — Intent (ask up front — this is what makes it economical)

Before profiling anything, ask (a short AskUserQuestion):

1. What's this data for? (the purpose / where it's going)
2. What output do you want? — the target columns / shape, e.g. Investor | Commitment (£) | Close date (DD MMM YYYY). A one-line sketch is enough.
3. Any rules? — a master list to validate against, required fields, format preferences.

This pins the target, so the profile inspects against it and the recipe is proposed toward a known destination — not guessed. Fewer tokens, fewer wrong turns.

1 — Ingest

The engine is shared at the plugin-root scripts/ (with data-extract). Add it to the path, run from this skill directory:

import sys, pathlib
sys.path.insert(0, str(pathlib.Path("../../scripts").resolve()))   # shared dataclean + ingest
import ingest, dataclean

Run from the skill directory (skills/data-tidy/). The ../../scripts path resolves to the toolkit-root scripts/ where dataclean.py and ingest.py live. ingest.read_any(path) handles .xlsx/.csv/.tsv, .pdf (ruled tables → text-layout → local-OCR fallback for scans), .docx tables, and .msg; ingest.read_paste(text) handles a pasted markdown/TSV/CSV table. Returns (rows, note). For a multi-tab workbook it won't guess: read_any auto-selects the single data sheet, but if several tabs hold data it raises SheetSelectionRequired — call ingest.list_sheets(path), show the tabs, then read_any(path, sheet="<name>").

For files with 10k+ rows, use ingest.read_large instead of read_any to avoid OOM. See references/large-file-patterns.md for vectorised operation guidance.

2 — Profile (against the target)

dataclean.profile_table(header, rows) / dataclean.render_profile(...) — shows columns, inferred types (incl. categorical / ordinal), % missing, distinct counts, sample values, duplicate rows. Read-only; "see the mess" before touching it. Focus on the columns the target output needs.

For a scored health check, dataclean.score_quality(header, rows) / render_quality_report(...) grade each column (completeness A–F, type consistency) and list issues by severity (missing, won't-parse, standardisation candidates, whitespace/encoding noise). Quality-report-only mode: if the user just wants "a data quality report", run profile + score, deliver the report, and stop — no recipe, no output table. Re-run after applying to show the lift (before → after).

3 — Propose the recipe

Draft a recipe (the declarative transform spec — see references/recipe-spec.md): which source column → which target column, the type/format per column (house defaults: dates → DD MMM YYYY, amounts → exact Decimal, currency → amount + code; a bare $ is treated as ambiguous, not assumed USD — give the expected currency, or split the code out with code_target), dedup keys, and validation rules. Show it to the user.

For categorical columns with inconsistent variants ("USA" / "U.S.A." / "united states"), propose a value standardisation as part of the recipe: propose_value_map(col_values, master=…) → render_value_map_proposals(...) for the user to confirm → value_map_from_clusters(clusters, accepted=[...]) baked into the column as value_map. Heuristic, so never auto-applied — confirm first, like the rest of the recipe.

4 — Confirm → 5 — Apply

On the user's OK:

header, rows, log = dataclean.apply_recipe(raw_rows, recipe, masters={"investors": {...}})
dataclean.write_xlsx(header, rows, "clean.xlsx")

Deterministic: header detection, drop blank/total rows, per-column conversion (failures kept raw + flagged, soft warnings converted + flagged), exact dedup, fuzzy near-dups flagged not merged, validation (required / regex / master-list / unique).

6 — Report

dataclean.render_report(log) → a change report: rows in/out, per-column converted/flagged counts, every flagged cell with its reason, validation failures. Deliver the clean .xlsx + the report.

7 — Triage: a reusable runner, or just deliver?

Default: just deliver the clean .xlsx + report and stop — a one-off or simple tidy-up doesn't need runner/card files. Emit a bundle only when it's worth it: the source recurs (a monthly/weekly export of the same shape, or the user will reuse it), or the recipe is complex (many columns / mappings / validations) so re-deriving is costly. When borderline, ask. If yes:

dataclean.emit_runner("[working-folder]", "investor-commitments", "tidy", recipe)
# -> tidy_investor-commitments.py + .md card + copies of dataclean/ingest/extract

It deploys the runner (recipe baked in), the card, and a copy of the engine into that folder, so the bundle runs without the plugin. Keep them together (e.g. in your synced or shared file store). Reproducible — matters for the audit trail.

Reuse — when a runner already exists (verify FIRST, then run)

Before re-deriving, check for a tidy_[name].{py,md} for this source. If one exists, don't blind-run it (a column may have been added/renamed):

1. Read the .md card — note the expected source columns.
2. Inspect the current file and compare.
3. Match → run it: python tidy_[name].py [file] [-o out.xlsx] — deterministic, ~no tokens. The runner self-checks and warns on missing or new columns.
4. Drifted → adapt: update the recipe and regenerate (emit_runner), then run.

Safety

• Human-in-the-loop — always show the profile and the proposed recipe before applying, and the change report after. Never transform financial data silently.
• Never invents values — unparseable cells are kept raw and flagged, not guessed.
• A cleaned draft for review, not a certified dataset.

OCR (scanned PDFs)

Only used when a PDF page has no text layer, and only via local Tesseract — never a cloud OCR, so no third-party service ever sees your documents. OCR'd content is lower-fidelity and flagged for review. Tesseract is an external binary (not pip): envcheck.py probes for it; if missing, digital PDFs/spreadsheets still work fully — only scans need it. On Windows it can be installed via winget install UB-Mannheim.TesseractOCR (needs admin rights; on a managed machine, ask IT to deploy it). See references/recipe-spec.md for setup detail.

Files

• ../../scripts/dataclean.py (shared) — engine: profile_table/render_profile, score_quality/render_quality_report (health grading), propose_value_map/ render_value_map_proposals/value_map_from_clusters (categorical standardisation), apply_recipe (now supports value_map + case/strip_specials/fix_encoding), write_xlsx, render_report, emit_runner (reuse runners/cards); parsers (date/number/currency); --self-test.
• ../../scripts/ingest.py (shared) — source adapters incl. PDF + local-OCR; read_any(sheet=)/read_paste/read_text/list_sheets/list_pdf_tables; ocr_available(); --self-test.
• scripts/make_samples.py — writes synthetic messy samples to examples/.
• references/recipe-spec.md — the recipe format, the intent step, OCR/Tesseract setup.
• examples/ — synthetic messy samples (no real data) to build/demo against.

Principles

Behavioural charter: ../../PRINCIPLES.md — drafts not advice, never invent, honesty and calibration, plain speech, action boundary.

Data handling

The engine runs on your machine and makes no network calls — messy inputs are often sensitive or confidential (commitments, schedules, statements). Never send the data, or OCR of it, to an external or third-party tool; the clean .xlsx and the recipe stay in your synced or shared file store. Be aware the AI agent driving this skill sends whatever it reads into its context to your AI provider, as in any AI-assisted work. A bare list with nothing sensitive attached isn't confidential, but treat financial exports as sensitive by default. Full rule: ../../PRINCIPLES.md#data-handling--pii-policy. (No external connector — files are local paths in your synced or shared file store.)

Feedback

Have an improvement or found a bug in this skill? Capture it with the toolkit's shared feedback format — ../../CONTRIBUTING.md#skill-feedback-format — so it reaches the skill author consistently (skill name, what you did, expected vs actual, severity, suggestion). Save it as a .txt file (feedback_[skill]_[date].txt) and hand it to the user to file (e.g. in your synced or shared file store) — manual, no fixed destination; fix in scope if asked.

Requirements & mode

Pre-screen: see ../../README.md#mode--environment-compatibility and run python ../../scripts/envcheck.py. Needs Python + openpyxl; PyMuPDF for PDF input (pdfplumber optional — preferred for messy / borderless PDF tables); python-docx for .docx; extract_msg for .msg; local Tesseract only for scanned-PDF OCR (degrades cleanly without it). Mostly portable; OCR is the one local-binary dependency.