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8add6c8
Baseline spec, plan, and tasks created.
softwaresalt Feb 14, 2026
7da9680
feat(docs): complete phase 1 setup validation for baseline SDD spec
softwaresalt Feb 14, 2026
e02a70a
feat(001-baseline-sdd-spec): complete phase 2 - foundational cross-cu…
softwaresalt Feb 14, 2026
0058663
feat(001-baseline-sdd-spec): complete phase 3 - schema discovery & in…
softwaresalt Feb 14, 2026
25c54b2
feat(001-baseline-sdd-spec): complete phases 4 and 5 - US2 processing…
softwaresalt Feb 14, 2026
5ef0f8e
feat(001-baseline-sdd-spec): complete phase 6 - US4 B-Tree indexing v…
softwaresalt Feb 14, 2026
cfe9d88
feat(001-baseline-sdd-spec): complete phase 7 - summary statistics an…
softwaresalt Feb 14, 2026
97378ed
feat(001-baseline-sdd-spec): complete phase 8 - multi-file append val…
softwaresalt Feb 14, 2026
1111018
feat(001-baseline-sdd-spec): complete phase 9 - streaming pipeline su…
softwaresalt Feb 14, 2026
7a771a5
feat: complete phase 10 expression engine validation (FR-029–FR-033)
softwaresalt Feb 14, 2026
bb1831b
test: validate schema columns command with renames (Phase 11 US9)
softwaresalt Feb 14, 2026
dc1bd9b
test: validate self-install command (Phase 12 US10)
softwaresalt Feb 14, 2026
d2482bd
Optimized copilot-instructions.
softwaresalt Feb 14, 2026
aca8346
feat(001-baseline-sdd-spec): complete phase 13 - Polish & Cross-Cutti…
softwaresalt Feb 14, 2026
3da2dd3
fix: resolve code review findings before PR to main
softwaresalt Feb 14, 2026
0622147
style: fix rustfmt formatting in filter.rs, index.rs, edge_cases.rs
softwaresalt Feb 14, 2026
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91 changes: 91 additions & 0 deletions .copilot-tracking/checkpoints/2026-02-14-0002-checkpoint.md
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# Session Checkpoint

**Created**: 2026-02-14 00:02
**Branch**: 001-baseline-sdd-spec
**Working Directory**: D:\Source\GitHub\csv-managed

## Task State

All tasks completed:

| ID | Title | Status |
|----|-------|--------|
| 1 | Load phase context | completed |
| 2 | Check constitution gate | completed |
| 3 | Audit stats.rs (T084) | completed |
| 4 | Audit frequency.rs (T085) | completed |
| 5 | Audit filtered stats (T086) | completed |
| 6 | Verify numeric summary test (T087) | completed |
| 7 | Verify temporal stats test (T088) | completed |
| 8 | Verify frequency test (T089) | completed |
| 9 | Verify filtered stats test (T090) | completed |
| 10 | Verify decimal/currency test (T091) | completed |
| 11 | Add missing US5 tests (T092) | completed |
| 12 | Run tests and lint | completed |
| 13 | Update tasks.md checkboxes | completed |
| 14 | Record session memory | completed |
| 15 | Commit and push | completed |

## Session Summary

Completed Phase 7 of the 001-baseline-sdd-spec feature using the build-feature skill. Phase 7 validates User Story 5 (Summary Statistics & Frequency Analysis) covering FR-045 through FR-047. All 3 validation audits (T084-T086) confirmed existing code fully implements the spec. Existing tests covered 4 of 5 acceptance scenarios; 2 new integration tests were added for decimal/currency precision (acceptance scenario 5). All 188 tests pass, clippy and fmt clean, committed as `cfe9d88`.

## Files Modified

| File | Change |
| ---- | ------ |
| tests/stats.rs | Added `stats_preserves_currency_precision_in_output` and `stats_preserves_decimal_precision_in_output` integration tests |
| specs/001-baseline-sdd-spec/tasks.md | Marked all 9 Phase 7 tasks (T084-T092) as `[x]` complete |
| .copilot-tracking/memory/2026-02-13/001-baseline-sdd-spec-phase-7-memory.md | Created session memory for phase 7 |

## Files in Context

- specs/001-baseline-sdd-spec/tasks.md — task plan with phase definitions
- specs/001-baseline-sdd-spec/spec.md — feature specification with FR-045 through FR-047
- specs/001-baseline-sdd-spec/plan.md — implementation plan and constitution check
- specs/001-baseline-sdd-spec/checklists/requirements.md — quality checklist
- src/stats.rs — summary statistics implementation (589 LOC)
- src/frequency.rs — frequency analysis implementation (261 LOC)
- src/cli.rs — StatsArgs CLI definition
- tests/stats.rs — stats integration tests (~600 LOC, 10 tests)
- tests/data/currency_transactions.csv — currency fixture
- tests/data/currency_transactions-schema.yml — currency schema fixture
- tests/data/decimal_measurements.csv — decimal fixture
- tests/data/decimal_measurements-schema.yml — decimal schema fixture
- tests/data/stats_temporal.csv — temporal stats fixture
- tests/data/stats_temporal-schema.yml — temporal schema fixture
- .github/skills/build-feature/SKILL.md — build-feature skill definition

## Key Decisions

1. No architectural decisions made — all code already existed and passed audit. No ADRs created for this phase.
2. The `stats` command automatically applies schema transformations without `--apply-mappings` flag (unlike `process`), which is correct by design since stats always needs typed values.

## Failed Approaches

No failed approaches.

## Open Questions

No open questions.

## Next Steps

Continue with Phase 8 (User Story 6 — Multi-File Append, FR-048 through FR-050) or Phase 9 (User Story 7 — Streaming Pipeline Support, FR-053). Both are P2 priority and can proceed independently. Remaining phases in tasks.md:

- Phase 8: T093-T099 (append)
- Phase 9: T100-T106 (streaming pipeline)
- Phase 10: T107-T117 (expression engine)
- Phase 11: T118-T120, T154 (schema columns)
- Phase 12: T121-T124 (self-install)
- Phase 13: T125-T156 (polish and cross-cutting)

## Recovery Instructions

To continue this session's work, read this checkpoint file and the following resources:

- This checkpoint: .copilot-tracking/checkpoints/2026-02-14-0002-checkpoint.md
- Session memory: .copilot-tracking/memory/2026-02-13/001-baseline-sdd-spec-phase-7-memory.md
- Task plan: specs/001-baseline-sdd-spec/tasks.md
- Feature spec: specs/001-baseline-sdd-spec/spec.md
- Build-feature skill: .github/skills/build-feature/SKILL.md
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# Session Memory: 001-baseline-sdd-spec — Phase 1

**Date**: 2026-02-13
**Spec**: specs/001-baseline-sdd-spec/
**Phase**: 1 — Setup (SDD Alignment Infrastructure)
**Status**: Complete

## Task Overview

Phase 1 validates project health and spec artifact completeness as a prerequisite
for all subsequent phases. Four tasks verify build, lint, format, and artifact
presence.

## Current State

### Tasks Completed

| Task | Description | Result |
|------|-------------|--------|
| T001 | `cargo build --release` and `cargo test --all` | PASS — release build clean, 112 tests passed (1 ignored), 0 failures |
| T002 | `cargo clippy --all-targets --all-features -- -D warnings` | PASS — zero warnings |
| T003 | `cargo fmt --check` | PASS — zero formatting diffs |
| T004 | Validate spec artifacts exist | PASS — all 6 artifacts present |

### Files Modified

- `specs/001-baseline-sdd-spec/tasks.md` — marked T001–T004 as `[x]`

### Test Results

- **cli.rs**: 35 passed
- **preview.rs**: 5 passed
- **probe.rs**: 5 passed
- **process.rs**: 34 passed
- **schema.rs**: 21 passed
- **stats.rs**: 8 passed
- **stdin_pipeline.rs**: 4 passed, 1 ignored (encoding pipeline evolution pending)
- **Doc-tests**: 0 (none defined)
- **Total**: 112 passed, 0 failed, 1 ignored

### Spec Artifacts Verified

All required artifacts exist in `specs/001-baseline-sdd-spec/`:

1. `plan.md` — implementation plan with constitution check
2. `spec.md` — feature specification with 10 user stories, 59 FRs
3. `research.md` — technical research and decisions
4. `data-model.md` — entity definitions and relationships
5. `contracts/cli-contract.md` — CLI command interface contracts
6. `quickstart.md` — integration scenarios

## Important Discoveries

- The project is in a healthy state: all builds, tests, lints, and formatting pass
without any intervention required.
- One test is ignored: `encoding_pipeline_with_schema_evolution_pending` in
`stdin_pipeline.rs` — pending schema evolution support.
- The `serde_yaml` dependency shows a deprecation notice (`0.9.34+deprecated`),
which may need future attention but does not affect current functionality.
- Constitution check on the spec's `checklists/requirements.md` shows all items
passing — ready for Phase 2.

## Next Steps

- **Phase 2** (Foundational — Cross-Cutting Validation) is the next phase:
validates shared infrastructure including data type system (FR-012–FR-016),
I/O & encoding (FR-051–FR-054), observability (FR-056–FR-059), Rustdoc gaps,
and foundational test coverage.
- Phase 2 blocks all user story phases (Phases 3–12).
- Tasks T005–T021, T145–T153 span source audits, Rustdoc additions, and test
verification.

## Context to Preserve

- **Rust edition**: 2024, stable toolchain
- **Package version**: 1.0.2
- **Source modules**: 20 files in `src/`, ~9,500 LOC
- **Test modules**: 7 files in `tests/`, ~4,100 LOC
- **Constitution**: All principles PASS per plan.md
- **Branch**: `001-baseline-sdd-spec`
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# Session Memory: 001-baseline-sdd-spec — Phase 2

**Date**: 2026-02-13
**Spec**: specs/001-baseline-sdd-spec/
**Phase**: 2 — Foundational (Cross-Cutting Validation)
**Branch**: 001-baseline-sdd-spec

## Task Overview

Phase 2 validates shared infrastructure that all user stories depend on:
data types, I/O, error handling, observability, and Rustdoc coverage.
27 tasks total (T005–T021, T145–T153).

## Current State

### All 27 tasks completed

| Task Range | Category | Outcome |
|---|---|---|
| T005–T009 | Data type system audit | All pass — ColumnType has 10 variants, boolean handles 6 formats, date canonicalizes to YYYY-MM-DD, currency supports 4 symbols + parentheses, decimal validates precision/scale max 28 |
| T010–T012 | I/O & encoding audit | All pass — delimiter auto-detection, encoding_rs infrastructure, stdin/stdout via `-` convention |
| T013 | CSV output quoting | **Fixed** — changed `QuoteStyle::Necessary` to `QuoteStyle::Always` per FR-054 |
| T014–T017 | Observability audit | All pass — timing output, RUST_LOG verbosity, outcome logging, exit codes |
| T018–T021, T145–T151 | Rustdoc gaps | Added module-level `//!` doc comments to 11 source files |
| T152 | Data type test coverage | Added 6 new tests: comprehensive boolean format pairs, date/datetime failure paths, currency symbol coverage, parentheses currency |
| T153 | Observability test coverage | Added 6 new tests: exit code 0/1, timing output, success/error outcome logging, RUST_LOG verbosity control |

### Files Modified

- `src/io_utils.rs` — QuoteStyle::Always, module Rustdoc
- `src/data.rs` — Module Rustdoc, 6 new unit tests
- `src/schema.rs` — Module Rustdoc
- `src/lib.rs` — Module Rustdoc
- `src/process.rs` — Module Rustdoc
- `src/schema_cmd.rs` — Module Rustdoc
- `src/cli.rs` — Module Rustdoc
- `src/main.rs` — Module Rustdoc
- `src/derive.rs` — Module Rustdoc
- `src/rows.rs` — Module Rustdoc
- `src/table.rs` — Module Rustdoc
- `tests/cli.rs` — 6 new observability tests, 2 assertion fixes for QuoteStyle::Always
- `specs/001-baseline-sdd-spec/tasks.md` — All Phase 2 tasks marked `[x]`

### Test Results

- 94 unit tests: all pass
- 88 integration tests: all pass (1 pre-existing `#[ignore]`)
- `cargo clippy -D warnings`: clean
- `cargo fmt --check`: clean
- `cargo doc --no-deps`: zero warnings

## Important Discoveries

1. **QuoteStyle discrepancy (T013)**: The code used `QuoteStyle::Necessary` but FR-054 and the plan's coding standards require `QuoteStyle::Always`. Fixed this, which required updating two existing test assertions (`index_is_used_for_sorted_output`, `process_accepts_named_index_variant`) that checked raw CSV output with `starts_with()`.

2. **Rustdoc link warnings**: Initial Rustdoc comments linked to private items (`run_operation`, `preprocess_cli_args`) and had a redundant explicit link. Fixed by using plain code formatting for private items and simplified link syntax.

3. **Boolean format coverage**: Existing tests only covered 2 of 6 boolean format pairs ("Yes" and "0"). Added comprehensive tests for all truthy/falsy forms including case variations.

## Next Steps

- Phase 3 (User Story 1 — Schema Discovery & Inference): Validate FR-001 through FR-011
- Phase 3 is the next blocking phase before other user story phases can proceed
- All P1 stories (Phases 3, 4, 5) can proceed in parallel after Phase 2

## Context to Preserve

- The `QuoteStyle::Always` change affects all downstream tests that read raw CSV output — future test writers should expect quoted fields
- src/data.rs now has 32 unit tests covering all data type parsing paths
- tests/cli.rs now has 28 integration tests including 6 observability tests
- The 1 ignored test (`encoding_pipeline_with_schema_evolution_pending`) is pre-existing, not introduced by this phase
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# Session Memory: 001-baseline-sdd-spec — Phase 3

**Date**: 2026-02-13
**Spec**: specs/001-baseline-sdd-spec/
**Phase**: 3 — User Story 1: Schema Discovery & Inference (P1 MVP)
**Branch**: 001-baseline-sdd-spec

## Task Overview

Phase 3 validates User Story 1 (Schema Discovery & Inference) covering
FR-001 through FR-011. 18 tasks total (T022–T039): 11 source code audits
and 7 test coverage verifications.

## Current State

### All 18 tasks completed

| Task Range | Category | Outcome |
|---|---|---|
| T022 | Schema inference sampling (FR-001) | PASS — `--sample-rows` default 2000, 0=full scan; `infer_schema_with_stats()` with `TypeCandidate` majority voting |
| T023 | Header detection (FR-002) | PASS — `detect_csv_layout()` + `infer_has_header()` multi-signal heuristic; `generate_field_names()` produces `field_0`… |
| T024 | `--assume-header` flag (FR-003) | PASS — `Option<bool>` in `SchemaProbeArgs`; branches in `detect_csv_layout()` for true/false/None |
| T025 | Schema YAML persistence (FR-004) | PASS — `Schema::save()` / `to_yaml_value()` with serde_yaml; `ColumnMeta` has name, datatype, rename, replace, mappings |
| T026 | Schema probing (FR-005) | PASS — `execute_probe()` prints `render_probe_report()` to stdout; never writes a file |
| T027 | Unified diff (FR-006) | PASS — `--diff` path; `similar::TextDiff::from_lines()` unified diff with context radius 3 |
| T028 | Snapshot support (FR-007) | PASS — `compute_schema_signature()` SHA-256 over `name:type;`; `handle_snapshot()` write-or-compare |
| T029 | `--override` flag (FR-008) | PASS — `apply_overrides()` parses `name:type`, replaces column datatype with validation |
| T030 | NA-placeholder detection (FR-009) | PASS — `is_placeholder_token()` covers NA/N/A/#N/A/#NA/null/none/unknown/missing; `PlaceholderPolicy` configurable |
| T031 | Manual schema creation (FR-010) | PASS — `execute_manual()` + `parse_columns()` with rename support |
| T032 | `--mapping` flag (FR-011) | PASS — `apply_default_name_mappings()` + `to_lower_snake_case()` + `emit_mappings()` table output |
| T033 | Test: probe inference table | COVERED — `schema_probe_on_big5_reports_samples_and_formats` in tests/schema.rs |
| T034 | Test: infer writes YAML | COVERED — `schema_infer_with_overrides_and_mapping_on_big5` in tests/schema.rs |
| T035 | Test: headerless CSV | COVERED — `schema_infer_detects_headerless_dataset` in tests/schema.rs |
| T036 | Test: NA-placeholder normalization | COVERED — existing `schema_infer_preview_includes_placeholder_replacements` + new `schema_probe_shows_placeholder_fill_with_custom_value` |
| T037 | Test: schema diff | COVERED — `schema_infer_diff_reports_changes_and_no_changes` in tests/schema.rs |
| T038 | Test: snapshot hash | COVERED — `schema_probe_snapshot_writes_and_validates_layout` enhanced with SHA-256 hash assertion |
| T039 | Add missing US1 tests | Added 2 improvements: new probe placeholder test + snapshot hash assertion |

### Files Modified

- `tests/schema.rs` — Added `schema_probe_shows_placeholder_fill_with_custom_value` test; enhanced `schema_probe_snapshot_writes_and_validates_layout` with `Header+Type Hash:` assertion
- `specs/001-baseline-sdd-spec/tasks.md` — All Phase 3 tasks marked `[x]`
- `.copilot-tracking/memory/2026-02-13/001-baseline-sdd-spec-phase-3-memory.md` — This file

### Test Results

- 94 unit tests: all pass
- 89 integration tests: all pass (1 pre-existing `#[ignore]`)
- `cargo clippy -D warnings`: clean
- `cargo fmt --check`: clean

## Important Discoveries

- All 11 FR validations (FR-001 through FR-011) are fully implemented in the existing codebase. No implementation gaps found.
- The snapshot mechanism captures the full probe report text (not just the hash), which exceeds the FR-007 requirement by enabling broader regression detection.
- NA-placeholder detection goes beyond the spec — it also handles `unknown`, `missing`, and `invalid*` patterns.
- The `to_lower_snake_case()` function handles multiple naming conventions: PascalCase, kebab-case, spaces, acronyms (e.g., `APIKey`→`api_key`).

## Next Steps

- Phase 4: User Story 2 — Data Transformation & Processing (FR-017 through FR-028)
- Phase 5: User Story 3 — Schema Verification (FR-041 through FR-044)
- Phases 4 and 5 can proceed in parallel as they are independent P1 stories.

## Context to Preserve

- Source files audited: `src/schema.rs`, `src/schema_cmd.rs`, `src/cli.rs`
- Test files modified: `tests/schema.rs`
- No ADRs created — no significant architectural decisions required (Phase 3 was validation-only with minor test additions)
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