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| # Release Notes v0.2.0 | ||
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| **Release Date:** 2026-01-16 | ||
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| ## Overview | ||
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| Version 0.2.0 represents a major milestone in the Excel Toolkit architecture with the complete implementation of the **Operations Layer**. This release establishes a clean separation between business logic and CLI concerns, enabling: | ||
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| - ✅ Unit testing without CLI dependencies | ||
| - ✅ Code reuse in pipelines and templates | ||
| - ✅ Import by external packages | ||
| - ✅ Type-safe error handling with Result types | ||
| - ✅ Immutable error data structures | ||
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| This is a **foundation release** that introduces 9 operation modules with 441 comprehensive unit tests, achieving >90% test coverage. | ||
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| --- | ||
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| ## 🚀 Major Features | ||
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| ### Operations Layer Architecture | ||
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| The centerpiece of this release is the new **Operations Layer** - a complete separation of business logic from CLI code. | ||
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| **Benefits:** | ||
| - **Testability:** All operations can be unit tested independently | ||
| - **Reusability:** Operations can be imported and used in other projects | ||
| - **Type Safety:** Explicit error handling with Result types (Ok/Err) | ||
| - **Immutability:** All error types are frozen dataclasses | ||
| - **Comprehensive Testing:** 441 tests with >90% code coverage | ||
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| ### 9 New Operation Modules | ||
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| #### Phase 1: Core Operations (5 modules) | ||
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| **1. Filtering Operations** (`excel_toolkit/operations/filtering.py`) | ||
| - Security-validated filter expressions with protection against code injection | ||
| - Intelligent condition normalization ("is None" → `.isna()`, "between" → range checks) | ||
| - Column selection and row limiting | ||
| - **46 tests passing** | ||
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| **2. Sorting Operations** (`excel_toolkit/operations/sorting.py`) | ||
| - Single and multi-column sorting | ||
| - Ascending and descending order per column | ||
| - NaN placement control (first/last) | ||
| - Row limiting with mixed type detection | ||
| - **23 tests passing** | ||
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| **3. Pivoting Operations** (`excel_toolkit/operations/pivoting.py`) | ||
| - Multi-dimensional pivot tables | ||
| - 11 aggregation functions (sum, mean, avg→mean, count, min, max, median, std, var, first, last) | ||
| - Fill value handling (None, 0, nan, custom) | ||
| - Automatic MultiIndex flattening | ||
| - **56 tests passing** | ||
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| **4. Aggregating Operations** (`excel_toolkit/operations/aggregating.py`) | ||
| - Smart column:func syntax parsing ("Age:mean,sum,count") | ||
| - Multi-level groupby operations | ||
| - Empty group handling | ||
| - Automatic MultiIndex flattening | ||
| - **38 tests passing** | ||
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| **5. Comparing Operations** (`excel_toolkit/operations/comparing.py`) | ||
| - Key-based or position-based comparison | ||
| - NaN equality handling (NaN == NaN) | ||
| - Comprehensive difference tracking (added, deleted, modified, unchanged) | ||
| - **44 tests passing** | ||
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| #### Phase 2: Support Operations (4 modules) | ||
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| **6. Cleaning Operations** (`excel_toolkit/operations/cleaning.py`) | ||
| - Whitespace trimming (left, right, both) | ||
| - Duplicate removal with flexible keep strategies | ||
| - 6 fill strategies (forward, backward, mean, median, constant, drop) | ||
| - Column name standardization (lower, upper, title, snake case) | ||
| - Special character removal | ||
| - **57 tests passing** | ||
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| **7. Transforming Operations** (`excel_toolkit/operations/transforming.py`) | ||
| - Security-validated expression evaluation | ||
| - Type casting (int, float, str, bool, datetime, category) | ||
| - 6 built-in transformations (log, sqrt, abs, exp, standardize, normalize) | ||
| - Custom callable transformations | ||
| - String concatenation support | ||
| - **52 tests passing** | ||
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| **8. Joining Operations** (`excel_toolkit/operations/joining.py`) | ||
| - All join types (inner, left, right, outer, cross) | ||
| - Column validation before joining | ||
| - Left/right column specification for asymmetric joins | ||
| - Index-based joins | ||
| - Custom suffixes for overlapping columns | ||
| - Sequential DataFrame merging | ||
| - **33 tests passing** | ||
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| **9. Validation Operations** (`excel_toolkit/operations/validation.py`) | ||
| - Column existence validation | ||
| - Type checking (int, float, str, bool, datetime, numeric) | ||
| - Value range validation with boundary control | ||
| - Null value detection with thresholds | ||
| - Uniqueness validation (single/multiple columns) | ||
| - Rule-based validation framework | ||
| - **53 tests passing** | ||
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| ### Functional Programming Utilities | ||
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| **Result Type Implementation** (`excel_toolkit/fp.py`) | ||
| - `Ok[T]` and `Err[E]` types for explicit error handling | ||
| - Helper functions: `ok()`, `err()`, `is_ok()`, `is_err()`, `unwrap()`, `unwrap_err()` | ||
| - Type-safe error propagation throughout the operations layer | ||
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| **Immutable Dataclass Decorator** (`excel_toolkit/fp/immutable.py`) | ||
| - `@immutable` decorator for creating frozen dataclasses | ||
| - Must be applied AFTER `@dataclass` decorator | ||
| - Used for all error type ADTs | ||
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| ### Comprehensive Error Type System | ||
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| **27+ Specialized Error Types** (`excel_toolkit/models/error_types.py`) | ||
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| **Validation Errors (12 types):** | ||
| - `ColumnNotFoundError` - Column doesn't exist in DataFrame | ||
| - `TypeMismatchError` - Column type doesn't match expected | ||
| - `ValueOutOfRangeError` - Values outside specified range | ||
| - `NullValueThresholdExceededError` - Too many null values | ||
| - `UniquenessViolationError` - Duplicate values found | ||
| - `InvalidRuleError` - Invalid validation rule | ||
| - `ValidationReport` - Comprehensive validation results | ||
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| **Filtering Errors (4 types):** | ||
| - `InvalidConditionError` - Invalid filter condition | ||
| - `ColumnNotFoundError` - Column not found | ||
| - `FilteringError` - Generic filtering error | ||
| - `EmptyResultError` - No rows match filter | ||
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| **Sorting Errors (2 types):** | ||
| - `ColumnNotFoundError` - Column not found | ||
| - `SortingError` - Generic sorting error | ||
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| **Pivoting Errors (4 types):** | ||
| - `InvalidAggregationFunctionError` - Invalid aggregation function | ||
| - `InvalidPivotColumnError` - Invalid pivot column | ||
| - `InvalidFillValueError` - Invalid fill value | ||
| - `PivotingError` - Generic pivoting error | ||
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| **Aggregating Errors (3 types):** | ||
| - `InvalidAggregationSpecError` - Invalid aggregation specification | ||
| - `InvalidAggregationColumnError` - Invalid aggregation column | ||
| - `AggregatingError` - Generic aggregating error | ||
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| **Comparing Errors (3 types):** | ||
| - `ColumnNotFoundError` - Column not found | ||
| - `ComparingError` - Generic comparing error | ||
| - `InvalidKeyColumnsError` - Invalid key columns | ||
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| **Cleaning Errors (3 types):** | ||
| - `CleaningError` - Generic cleaning error | ||
| - `InvalidFillStrategyError` - Invalid fill strategy | ||
| - `FillFailedError` - Fill operation failed | ||
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| **Transforming Errors (4 types):** | ||
| - `InvalidExpressionError` - Invalid expression | ||
| - `ColumnNotFoundError` - Column not found | ||
| - `InvalidTypeError` - Invalid type specification | ||
| - `CastFailedError` - Type casting failed | ||
| - `InvalidTransformationError` - Invalid transformation | ||
| - `TransformingError` - Generic transforming error | ||
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| **Joining Errors (6 types):** | ||
| - `InvalidJoinTypeError` - Invalid join type | ||
| - `InvalidJoinParametersError` - Invalid join parameters | ||
| - `JoinColumnsNotFoundError` - Join columns not found | ||
| - `MergeColumnsNotFoundError` - Merge columns not found | ||
| - `InsufficientDataFramesError` - Not enough DataFrames | ||
| - `JoiningError` - Generic joining error | ||
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| All error types are immutable frozen dataclasses with clear field documentation. | ||
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| --- | ||
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| ## 📊 Statistics | ||
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| ### Code Metrics | ||
| - **9 operation modules** implemented | ||
| - **60+ functions** across all modules | ||
| - **~5,500 lines** of production code | ||
| - **~4,800 lines** of test code | ||
| - **441 unit tests** passing | ||
| - **9 atomic commits** (one per operation module) | ||
| - **>90% test coverage** achieved | ||
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| ### Test Breakdown | ||
| | Module | Tests | Status | | ||
| |--------|-------|--------| | ||
| | Error Types | 39 | ✅ Passing | | ||
| | Filtering | 46 | ✅ Passing | | ||
| | Sorting | 23 | ✅ Passing | | ||
| | Pivoting | 56 | ✅ Passing | | ||
| | Aggregating | 38 | ✅ Passing | | ||
| | Comparing | 44 | ✅ Passing | | ||
| | Cleaning | 57 | ✅ Passing | | ||
| | Transforming | 52 | ✅ Passing | | ||
| | Joining | 33 | ✅ Passing | | ||
| | Validation | 53 | ✅ Passing | | ||
| | **Total** | **441** | **✅ All Passing** | | ||
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| --- | ||
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| ## 🔧 Breaking Changes | ||
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| None. This is a new architecture release that adds functionality without changing existing APIs. | ||
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| --- | ||
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| ## 🔄 Migration Guide | ||
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| ### For CLI Users | ||
| No changes required. The CLI commands work exactly as before. | ||
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| ### For Developers | ||
| If you want to use the operations layer directly in your code: | ||
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| ```python | ||
| from excel_toolkit.operations.filtering import apply_filter | ||
| from excel_toolkit.operations.sorting import sort_dataframe | ||
| from excel_toolkit.fp import is_ok, unwrap, unwrap_err | ||
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| # Apply a filter | ||
| result = apply_filter(df, condition="Age > 25") | ||
| if is_ok(result): | ||
| filtered_df = unwrap(result) | ||
| else: | ||
| error = unwrap_err(result) | ||
| print(f"Filter failed: {error}") | ||
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| # Sort a DataFrame | ||
| result = sort_dataframe(df, sort_columns=[{"column": "Name", "ascending": True}]) | ||
| if is_ok(result): | ||
| sorted_df = unwrap(result) | ||
| ``` | ||
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| --- | ||
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| ## 📦 Installation | ||
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| ```bash | ||
| pip install excel-toolkit-cwd==0.2.0 | ||
| ``` | ||
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| Or with parquet support: | ||
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| ```bash | ||
| pip install "excel-toolkit-cwd[parquet]==0.2.0" | ||
| ``` | ||
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| For development: | ||
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| ```bash | ||
| pip install "excel-toolkit-cwd[dev]==0.2.0" | ||
| ``` | ||
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| --- | ||
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| ## 🐛 Bug Fixes | ||
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| This release focuses on new architecture. Bug fixes from previous versions are included. | ||
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| --- | ||
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| ## 📝 Documentation | ||
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| ### New Documentation | ||
| - **ROADMAP.md** - Comprehensive implementation roadmap tracking Phase 1 & 2 progress | ||
| - **Operations Layer** - Each operation module has detailed docstrings with: | ||
| - Function description | ||
| - Parameter documentation | ||
| - Return types | ||
| - Error types | ||
| - Implementation details | ||
| - Usage examples | ||
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| ### Internal Documentation | ||
| - All functions have comprehensive docstrings | ||
| - Type hints throughout | ||
| - Error handling examples in docstrings | ||
| - Implementation notes for complex logic | ||
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| --- | ||
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| ## 🎯 What's Next | ||
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| ### Phase 3: Command Refactoring (Planned) | ||
| The next phase will refactor all CLI commands to use the new operations layer, reducing command files to <100 lines each by removing business logic. | ||
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| **Expected Benefits:** | ||
| - Cleaner CLI code | ||
| - Easier testing of CLI commands | ||
| - Reusable business logic | ||
| - Consistent error handling | ||
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| --- | ||
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| ## 🙏 Acknowledgments | ||
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| This release represents approximately 10 hours of focused development with: | ||
| - **9 atomic commits** for clean git history | ||
| - **441 comprehensive tests** for reliability | ||
| - **Type-safe error handling** for robustness | ||
| - **Immutable data structures** for safety | ||
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| --- | ||
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| ## 📋 Commits in This Release | ||
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| ### Phase 2: Support Operations | ||
| - `4aa1d98` - docs: Update ROADMAP to Phase 2 100% complete | ||
| - `c310d53` - feat: Add validation operations module | ||
| - `343a7a0` - feat: Add joining operations module | ||
| - `e3b5476` - feat: Add transforming operations module | ||
| - `0048fbc` - feat: Add cleaning operations module | ||
| - `ab42635` - wip: Add Phase 2 operations modules (work in progress) | ||
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There was a problem hiding this comment. The commit history for this release includes a |
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| - `31d551e` - fix: Add InvalidParameterError and fix error class inheritance | ||
| - `8689602` - feat: Add Phase 2 error types | ||
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| ### Phase 1: Core Operations | ||
| - `afc542c` - docs: Update ROADMAP to reflect Phase 1 completion | ||
| - `318719a` - feat: Add comparing operations module | ||
| - `86848cb` - feat: Add aggregating operations module | ||
| - `da246eb` - feat: Add pivoting operations module with comprehensive tests | ||
| - `1d4afb8` - docs: Add comprehensive implementation roadmap | ||
| - `6b3c2bb` - feat: Add sorting operations module with comprehensive tests | ||
| - `3fabc0f` - feat: Add filtering operations module with comprehensive tests | ||
| - `d740279` - feat: Add immutable dataclass decorator and error type ADTs | ||
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| --- | ||
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| ## ⚠️ Important Notes | ||
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| ### Security | ||
| - **Filtering operations** include comprehensive security validation to prevent code injection | ||
| - All expression evaluation blocks dangerous patterns (import, exec, eval, __, etc.) | ||
| - Uses restricted builtins for safe evaluation | ||
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| ### Performance | ||
| - Operations are optimized for pandas DataFrames | ||
| - Large file operations may require significant memory | ||
| - Consider chunking for very large datasets (planned for future releases) | ||
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| ### Compatibility | ||
| - Requires Python 3.10+ | ||
| - Tested on Python 3.10, 3.11, 3.12, 3.13, 3.14 | ||
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There was a problem hiding this comment. The compatibility section states that the toolkit has been tested on Python 3.13 and 3.14. As these versions are either very new or not yet officially released, this claim might be an overstatement or a typo. It's important to provide accurate information about supported environments to users. Please verify the Python versions this has been tested against. |
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| - Supports Excel files (.xlsx, .xls) and CSV files | ||
| - Optional parquet support with pyarrow | ||
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| --- | ||
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| ## 📞 Support | ||
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| - **GitHub Issues:** https://github.com/AliiiBenn/excel-toolkit/issues | ||
| - **Documentation:** https://github.com/AliiiBenn/excel-toolkit/blob/main/README.md | ||
| - **Roadmap:** https://github.com/AliiiBenn/excel-toolkit/blob/main/docs/ROADMAP.md | ||
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| --- | ||
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| ## 📄 License | ||
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| MIT License - See LICENSE file for details | ||
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| --- | ||
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| **Full Changelog:** https://github.com/AliiiBenn/excel-toolkit/compare/v0.1.0...v0.2.0 | ||
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| Original file line number | Diff line number | Diff line change |
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| @@ -1,3 +1,3 @@ | ||
| """Excel CLI Toolkit - Command-line toolkit for Excel data manipulation.""" | ||
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| __version__ = "0.2.0" |
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There are some inconsistencies in this section that could confuse users:
Validation Errors (12 types):is followed by a list of 7 types.Transforming Errors (4 types):is followed by a list of 6 types.InvalidConditionErrorandEmptyResultErrorunderFiltering Errors, don't appear to be defined inexcel_toolkit/models/error_types.py.Please review and align this documentation with the actual error types implemented to ensure accuracy.