# Next Steps - Project Initialization Analysis

## Current State Assessment

### What Exists

**Infrastructure**:
- ✅ Git repository initialized (no commits yet)
- ✅ uv initialized project
- ✅ Python 3.14 selected (.python-version)
- ✅ Virtual environment created (.venv/)
- ✅ Basic pyproject.toml (name: excel-toolkit, version: 0.1.0)
- ✅ .gitignore configured

**Code**:
- ✅ main.py (basic "Hello" placeholder)
- ❌ No package structure (excel_toolkit/ directory doesn't exist)

**Documentation**:
- ✅ Complete documentation in docs/:
  - FEATURES.md - Feature specifications
  - PROJECT_STRUCTURE.md - Architecture overview
  - FUNCTIONAL_ANALYSIS.md - FP concepts analysis
  - FP_PATTERNS.md - FP implementation patterns (updated with functional API)
  - FP_MODULE_ARCHITECTURE.md - FP module specs (updated with functional API)
  - ORGANIZATION_GAPS.md - Missing files analysis

**What's Missing** (from ORGANIZATION_GAPS.md):

**Critical** (Phase 0):
- ❌ No dependencies in pyproject.toml (typer, pandas, openpyxl)
- ❌ No build system configuration
- ❌ No CLI entry point configured
- ❌ README.md is empty
- ❌ No LICENSE

**Important** (Phase 1):
- ❌ No package directory (excel_toolkit/)
- ❌ No CONTRIBUTING.md
- ❌ No CODE_STANDARDS.md
- ❌ No TESTING.md
- ❌ No pre-commit configuration

## Next Steps - Ordered by Priority

### Phase 0: Foundation (Critical - Before Any Code)

#### 1. Complete pyproject.toml

**Current state**:
```toml
[project]
name = "excel-toolkit"
version = "0.1.0"
description = "Add your description here"
readme = "README.md"
requires-python = ">=3.14"
dependencies = []
```

**What needs to be added**:

a) **Dependencies**:
```toml
dependencies = [
    "typer>=0.9.0",
    "pandas>=2.0.0",
    "openpyxl>=3.1.0",
]
```

b) **Optional dependencies** (extras):
```toml
[project.optional-dependencies]
parquet = [
    "pyarrow>=14.0.0",
]
dev = [
    "pytest>=7.0.0",
    "pytest-cov>=4.0.0",
    "ruff>=0.1.0",
    "mypy>=1.0.0",
    "hypothesis>=6.0.0",
]
```

c) **CLI entry point**:
```toml
[project.scripts]
xl = "excel_toolkit.cli:app"
```

d) **Build system**:
```toml
[build-system]
requires = ["hatchling"]
build-backend = "hatchling.build"
```

e) **Tool configurations**:
```toml
[tool.ruff]
line-length = 100
target-version = "py314"

[tool.mypy]
python_version = "3.14"
warn_return_any = true
warn_unused_configs = true
disallow_untyped_defs = true

[tool.pytest.ini_options]
testpaths = ["tests"]
python_files = ["test_*.py"]
python_classes = ["Test*"]
python_functions = ["test_*"]
```

#### 2. Create README.md

**Required sections**:
1. Project title and brief description
2. What it does (CLI for Excel data manipulation)
3. Key features (refer to FEATURES.md)
4. Installation instructions (uv pip install -e .)
5. Quick start example
6. Links to detailed documentation
7. Contributing guidelines link

#### 3. Choose and Add LICENSE

**Decision needed**: Which license?
- MIT (permissive, simple)
- Apache 2.0 (permissive, patent protection)
- GPL (copyleft)

**Recommendation**: MIT for maximum compatibility and simplicity.

#### 4. Initial Git Commit

**Why**: Establish baseline before adding actual code

**What to commit**:
- pyproject.toml (updated)
- README.md (completed)
- LICENSE
- docs/ (all documentation)
- .gitignore
- .python-version

**Commit message**:
```
Initial commit: Project setup and documentation

- Initialize project with uv
- Add comprehensive documentation
- Configure Python 3.14
- Set up project structure
```

### Phase 1: Package Structure (Before FP Module)

#### 5. Create Package Directory Structure

**Create directories**:
```
excel_toolkit/
├── __init__.py
├── __main__.py
├── cli.py
├── const.py
├── exceptions.py
├── core/
│   ├── __init__.py
│   ├── file_manager.py
│   ├── excel_handler.py
│   ├── csv_handler.py
│   ├── json_handler.py
│   └── parquet_handler.py
├── commands/
│   ├── __init__.py
│   └── base.py
├── operations/
│   └── __init__.py
├── models/
│   ├── __init__.py
│   ├── file_types.py
│   └── error_types.py
├── utils/
│   ├── __init__.py
│   └── validators.py
├── fp/
│   ├── __init__.py
│   ├── result.py
│   └── maybe.py
└── templates/
    └── __init__.py
```

#### 6. Create Minimal CLI Skeleton

**files to create**:

a) **excel_toolkit/cli.py**: Basic Typer app
```python
import typer

app = typer.Typer(help="Excel CLI Toolkit")

@app.command()
def version():
    """Show version"""
    typer.echo("excel-toolkit v0.1.0")

@app.command()
def info():
    """Show system info"""
    typer.echo("Excel CLI Toolkit - CLI for Excel data manipulation")

if __name__ == "__main__":
    app()
```

b) **excel_toolkit/__main__.py**: Module execution
```python
from excel_toolkit.cli import app

if __name__ == "__main__":
    app()
```

c) **excel_toolkit/__init__.py**: Package init
```python
__version__ = "0.1.0"
```

#### 7. Test CLI Entry Point

**Commands**:
```bash
# Install in editable mode
uv pip install -e .

# Test entry point
xl --help
xl version
xl info

# Test module execution
python -m excel_toolkit --help
```

#### 8. Add Basic Error Types

**excel_toolkit/exceptions.py**:
```python
class ExcelToolkitError(Exception):
    """Base exception for excel-toolkit"""
    pass

class FileOperationError(ExcelToolkitError):
    """File operation errors"""
    pass

class DataValidationError(ExcelToolkitError):
    """Data validation errors"""
    pass

class ParseError(ExcelToolkitError):
    """Parsing errors"""
    pass
```

#### 9. Add Constants

**excel_toolkit/const.py**:
```python
# Exit codes
EXIT_SUCCESS = 0
EXIT_GENERAL_ERROR = 1
EXIT_FILE_NOT_FOUND = 2
EXIT_VALIDATION_ERROR = 4

# Supported formats
SUPPORTED_READ_FORMATS = [".xlsx", ".xlsm", ".csv", ".json", ".parquet"]
SUPPORTED_WRITE_FORMATS = [".xlsx", ".csv", ".json", ".parquet"]

# Defaults
DEFAULT_CHUNK_SIZE = 10000
DEFAULT_OUTPUT_DIR = "."
```

#### 10. Commit Package Structure

**Commit message**:
```
feat: Add package structure and CLI skeleton

- Create excel_toolkit package directory
- Add basic Typer CLI with version and info commands
- Add exception hierarchy
- Add constants for exit codes and defaults
- Configure CLI entry point 'xl'
```

### Phase 2: Functional Programming Foundation

#### 11. Implement Result Type

**Files to create**:

a) **excel_toolkit/fp/_result.py** (internal classes)
b) **excel_toolkit/fp/result.py** (public functional API)

**Functions to implement**:
- `ok(value)`, `err(error)` - constructors
- `is_ok(result)`, `is_err(result)` - predicates
- `unwrap(result)`, `unwrap_or(result, default)` - unwrappers
- Classes: `_Result`, `_Ok`, `_Err` (internal)

**Tests to add**:
- tests/unit/test_fp_result.py

#### 12. Implement Maybe Type

**Files to create**:
a) **excel_toolkit/fp/_maybe.py** (internal classes)
b) **excel_toolkit/fp/maybe.py** (public functional API)

**Functions to implement**:
- `some(value)`, `nothing()` - constructors
- `is_some(maybe)`, `is_nothing(maybe)` - predicates
- `unwrap(maybe)`, `unwrap_or(maybe, default)` - unwrappers
- Classes: `_Maybe`, `_Some`, `_Nothing` (internal)

**Tests to add**:
- tests/unit/test_fp_maybe.py

#### 13. Update fp/__init__.py

**Export functional API**:
```python
from .result import ok, err, is_ok, is_err, unwrap, unwrap_or
from .maybe import some, nothing, is_some, is_nothing

__all__ = [
    "ok", "err", "is_ok", "is_err", "unwrap", "unwrap_or",
    "some", "nothing", "is_some", "is_nothing",
]
```

#### 14. Test FP Foundation

**Run tests**:
```bash
uv run pytest tests/unit/test_fp_result.py -v
uv run pytest tests/unit/test_fp_maybe.py -v
```

#### 15. Commit FP Foundation

**Commit message**:
```
feat: Implement functional programming foundation

- Add Result type with functional API (ok, err, is_ok, unwrap)
- Add Maybe type with functional API (some, nothing, is_some, unwrap)
- Internal class implementation (_Result, _Ok, _Err, _Maybe, _Some, _Nothing)
- Public functional API with full type hints
- Unit tests for Result and Maybe types
```

### Phase 3: Documentation Files

#### 16. Create CONTRIBUTING.md

**Sections**:
- Development setup
- Code style guidelines
- Commit message conventions
- Testing requirements
- Pull request process

#### 17. Create docs/CODE_STANDARDS.md

**Sections**:
- Python style (ruff configuration)
- Naming conventions
- Type hint requirements
- FP pattern usage
- Documentation standards

#### 18. Create docs/TESTING.md

**Sections**:
- Testing philosophy
- How to run tests
- Writing unit tests
- Property-based testing
- Test coverage requirements

#### 19. Create .env.example

```bash
# Configuration
XL_LOG_LEVEL=INFO
XL_DEFAULT_OUTPUT_DIR=.
XL_CHUNK_SIZE=10000
```

#### 20. Commit Documentation

**Commit message**:
```
docs: Add development documentation

- Add CONTRIBUTING.md with development workflow
- Add CODE_STANDARDS.md with style guidelines
- Add TESTING.md with testing strategy
- Add .env.example for configuration
```

### Phase 4: First Command Implementation

#### 21. Implement First Command (info)

**Files to modify/create**:
- excel_toolkit/commands/info.py
- excel_toolkit/core/file_manager.py (minimal)

**Implement**:
- File format detection
- File info extraction
- Output formatting

#### 22. Implement Second Command (filter)

**Files to create**:
- excel_toolkit/operations/filtering.py
- excel_toolkit/commands/filter.py
- excel_toolkit/core/excel_handler.py (minimal)

**Implement**:
- Excel file reading
- DataFrame filtering
- File writing

#### 23. Integration Tests

**Create**:
- tests/integration/test_commands.py
- tests/fixtures/sample.xlsx

#### 24. Commit First Commands

**Commit message**:
```
feat: Implement info and filter commands

- Add info command to display file information
- Add filter command to filter DataFrame rows
- Implement Excel file handler
- Implement file manager with format detection
- Add integration tests
- Add test fixtures
```

### Phase 5: Quality Gates

#### 25. Add Pre-commit Hooks

**Create .pre-commit-config.yaml**:
```yaml
repos:
  - repo: https://github.com/astral-sh/ruff-pre-commit
    rev: v0.1.0
    hooks:
      - id: ruff
      - id: ruff-format

  - repo: local
    hooks:
      - id: mypy
        name: mypy
        entry: uv run mypy
        language: system
```

#### 26. Create Development Scripts

**scripts/setup.sh**:
```bash
#!/bin/bash
set -e

echo "Installing dependencies..."
uv sync --all-extras

echo "Installing pre-commit hooks..."
pre-commit install

echo "Running initial tests..."
uv run pytest

echo "Setup complete!"
```

**scripts/run_tests.sh**:
```bash
#!/bin/bash
uv run pytest -v --cov=excel_toolkit
```

**scripts/format.sh**:
```bash
#!/bin/bash
uv run ruff check .
uv run ruff format .
```

#### 27. Create CI Workflow

**Create .github/workflows/ci.yml**:
```yaml
name: CI

on: [push, pull_request]

jobs:
  test:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v3
      - uses: astral-sh/setup-uv@v0
      - run: uv sync --all-extras
      - run: uv run pytest
      - run: uv run ruff check .
      - run: uv run mypy excel_toolkit/
```

#### 28. Commit Quality Gates

**Commit message**:
```
chore: Add quality gates and development tooling

- Add pre-commit configuration (ruff, mypy)
- Add development scripts (setup, tests, format)
- Add GitHub Actions CI workflow
- Add .env.example for configuration
```

## Summary: Immediate Action Items

### Right Now (Next 30 minutes)

1. **Update pyproject.toml** with:
   - Dependencies (typer, pandas, openpyxl)
   - Build system (hatchling)
   - CLI entry point (xl)
   - Tool configs (ruff, mypy, pytest)

2. **Create README.md** with basic project info

3. **Choose and add LICENSE** file

4. **Initial git commit** with all documentation

### Today (Next 2-3 hours)

5. **Create package structure** (excel_toolkit/ with all subdirs)

6. **Implement CLI skeleton** (cli.py with version, info commands)

7. **Test entry point** (`xl --help`)

8. **Add exceptions and constants**

### This Week

9. **Implement FP foundation** (Result and Maybe types)

10. **Create development documentation** (CONTRIBUTING, CODE_STANDARDS, TESTING)

11. **Implement first 2 commands** (info, filter)

12. **Add quality gates** (pre-commit, CI, scripts)

## Decision Points

### Need Your Input

1. **License choice**: MIT, Apache 2.0, or GPL?
2. **Python version**: Currently 3.14, OK?
3. **First command**: Start with info or filter?
4. **Test framework**: pytest (assumed), OK?
5. **Linting**: ruff (assumed), OK?

## Risk Assessment

### High Risk if Not Done Soon

- ❌ No dependencies: Can't implement anything
- ❌ No entry point: Can't test CLI
- ❌ No package structure: Can't organize code
- ❌ No git commits: Lost work if something breaks

### Medium Risk

- ❌ No FP foundation: Will have to refactor later
- ❌ No documentation: Team can't contribute
- ❌ No tests: Code quality unknown

### Low Risk

- CI/CD: Can add later
- Pre-commit: Can add later
- Dev scripts: Nice to have, not blocking

## Recommendation

**Start with Phase 0** (pyproject.toml, README, LICENSE, git commit) immediately. These are blocking and take 30 minutes.

Then **Phase 1** (package structure, CLI skeleton) to establish the codebase foundation.

Then **Phase 2** (FP foundation) before implementing any business logic.

This order ensures:
- Dependencies are available
- Package structure is correct
- FP patterns are established
- No major refactoring needed later
