Northline Contacts / Synthetic work sample
Contact cleanup with a review trail.
Clean a fictional contact CSV in Windows Excel, keep ambiguous records for review, and reconcile every row before exporting.
Public v0.1.3 / MIT / Windows Excel setup required
Downloads & setup
The problem
Contact cleanup needs agreed rules and visible decisions. Similar email or phone fields can suggest a review, but cannot establish that two records represent the same person.
What I did
I defined the conservative matching and review rules, directed the AI-assisted implementation and documentation, and reviewed the recorded native Excel checks. My practical owner walkthrough is deferred.
How it works
- Extract the complete ZIP and follow START-HERE to create a new disposable workspace. The helper checks the frozen inputs, sets the local DataRoot and verifies a fresh five-table refresh.
- Remove only complete exact normalized duplicates automatically. Keep ambiguous records in review and require explicit decisions; invalid or unfinished decisions block cleaned export.
- Save and close the workbook before running the export helper. Inspect all four audit/export CSVs and reconciliation; use the documented text import and inverse codec for the single apostrophe added to each data cell.
What you can verify
- The 5,000 fictional inputs reconcile to 4,870 retained records, 100 exact duplicates, 20 explicitly approved merges and 10 rejections. All 150 review records remain auditable.
- Recorded Windows Excel 16.0 checks verify relocated setup, five result tables, four byte-equal CSV exports and refusal of changed inputs or an existing destination.
- Public v0.1.3 includes the workbook, synthetic fixtures, setup/export helpers, presentation PDFs and manifest. The full ZIP was anonymously downloaded and matched its published SHA-256.
Project scope
This fixed 5,000-row demonstration has 1,000 decision slots. Windows desktop Excel with Power Query and PowerShell are required; other spreadsheet apps are unverified. Native proof is recorded, and owner rehearsal remains unperformed. No real-person matching accuracy, client outcome or business saving is established. This is a separate workflow from the monthly sales report.