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Make the service funnel answer CSV reconciliation searches
Add an indexable CSV reconciliation checklist that gives visitors a concrete brief and routes them to the public quote issue. Keep it inside the existing GitHub Pages asset so outreach does not depend on third-party posting or login. Constraint: external platform posting needs account login and can become spam if done cold. Rejected: cold-posting service ads across GitHub, Reddit, or Stack Overflow | high platform-risk and low trust without a specific technical contribution. Confidence: high Scope-risk: narrow Directive: Keep public CTAs routed through the sanitized GitHub intake issue unless a user-authorized checkout/contact channel is added. Tested: local HTTP root and guide returned 200; guide linked to issues/1 and not issues/new; sitemap XML parsed; git diff --check passed. Not-tested: browser screenshot QA was skipped because Playwright is not installed in the current Node environment.
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‎README.md‎

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2020
- CSV kit preview:
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https://xyjk0511.github.io/codex-services-portfolio/csv-kit/
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- CSV reconciliation checklist:
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https://xyjk0511.github.io/codex-services-portfolio/guides/csv-reconciliation-checklist.html
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- Sample JSON summary:
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https://xyjk0511.github.io/codex-services-portfolio/csv-kit/sample-output/summary.json
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- Sample mismatch CSV:

‎guides/csv-reconciliation-checklist.html‎

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<!doctype html>
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<html lang="en">
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<head>
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<meta charset="utf-8">
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<meta name="viewport" content="width=device-width, initial-scale=1">
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<title>CSV Reconciliation Checklist for Small Teams</title>
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<meta
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name="description"
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content="A practical checklist for comparing two CSV or Excel exports, catching missing rows, duplicates, and field mismatches before reporting."
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>
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<meta name="robots" content="index,follow">
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<link rel="canonical" href="https://xyjk0511.github.io/codex-services-portfolio/guides/csv-reconciliation-checklist.html">
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<meta property="og:title" content="CSV Reconciliation Checklist for Small Teams">
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<meta property="og:description" content="A practical CSV and Excel reconciliation checklist with a copy-paste brief for requesting a fixed-scope automation script.">
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<meta property="og:type" content="article">
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<meta property="og:url" content="https://xyjk0511.github.io/codex-services-portfolio/guides/csv-reconciliation-checklist.html">
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<meta property="og:image" content="https://xyjk0511.github.io/codex-services-portfolio/assets/csv-kit-cover-1600x900.png">
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<meta name="twitter:card" content="summary_large_image">
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<meta name="twitter:title" content="CSV Reconciliation Checklist for Small Teams">
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<meta name="twitter:description" content="A practical checklist for catching missing rows, duplicates, and mismatches in CSV or Excel exports.">
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<meta name="twitter:image" content="https://xyjk0511.github.io/codex-services-portfolio/assets/csv-kit-cover-1600x900.png">
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<link rel="stylesheet" href="../styles.css">
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</head>
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<body>
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<main>
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<article class="article-page">
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<a class="text-link" href="../index.html">Back to services</a>
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<p class="eyebrow">CSV and Excel automation</p>
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<h1>CSV reconciliation checklist for small teams.</h1>
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<p class="lede">
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Use this when two exports should agree but the totals, row counts, or
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field values do not line up. The goal is a repeatable script, not a
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manual spreadsheet hunt.
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</p>
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<section>
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<h2>1. Define the matching key</h2>
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<p>
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Pick the field that identifies the same record in both files:
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customer ID, order ID, SKU, invoice number, or transaction ID. If
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there is no stable key, create one from a small set of fields and
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document the tradeoff.
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</p>
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</section>
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<section>
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<h2>2. Normalize before comparing</h2>
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<p>
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Trim whitespace, standardize casing, parse dates into one format,
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and compare numbers as numbers. Many false mismatches come from
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formatting differences rather than actual data differences.
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</p>
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</section>
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<section>
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<h2>3. Report four failure types separately</h2>
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<ul class="article-list">
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<li>Rows missing from the left export.</li>
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<li>Rows missing from the right export.</li>
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<li>Duplicate keys that make comparison ambiguous.</li>
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<li>Field mismatches for records that exist in both files.</li>
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</ul>
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</section>
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<section>
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<h2>4. Keep the output simple</h2>
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<p>
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A useful first version usually needs only <code>summary.json</code>,
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<code>mismatches.csv</code>, <code>missing_left.csv</code>,
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<code>missing_right.csv</code>, and <code>duplicates.csv</code>.
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Add Excel output only when someone needs to review the report
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manually.
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</p>
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</section>
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<section>
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<h2>Copy-paste brief</h2>
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<pre><code>Goal:
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Compare two CSV exports and generate a reconciliation report.
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Files:
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- source_a.csv
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- source_b.csv
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Matching key:
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- customer_id
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Fields to compare:
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- email
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- amount
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- status
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Output:
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- summary.json
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- mismatches.csv
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- missing_left.csv
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- missing_right.csv
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- duplicates.csv
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Rules:
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- Trim whitespace.
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- Compare email case-insensitively.
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- Compare amount as a decimal number.
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- Treat blank status as missing.</code></pre>
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</section>
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<section class="article-cta">
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<h2>Need this turned into a script?</h2>
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<p>
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Open a public quote request with sanitized sample rows and the
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expected output shape. Do not post credentials, private customer
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data, payment details, or production secrets.
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</p>
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<a class="button primary" href="https://github.com/xyjk0511/codex-services-portfolio/issues/1">
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Request a quote
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</a>
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<a class="button secondary" href="../csv-kit/index.html">
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See sample output
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</a>
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</section>
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</article>
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</main>
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</body>
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</html>

‎index.html‎

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<li>I confirm whether the scope is small enough for a fixed quote.</li>
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<li>I deliver a patch, script, or prototype with verification evidence.</li>
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</ol>
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<p>
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<a class="text-link" href="guides/csv-reconciliation-checklist.html">
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Read the CSV reconciliation checklist
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</a>
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</p>
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</section>
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<section class="boundaries" aria-labelledby="quote-title">

‎sitemap.xml‎

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<url>
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<loc>https://xyjk0511.github.io/codex-services-portfolio/csv-kit/</loc>
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</url>
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<url>
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<loc>https://xyjk0511.github.io/codex-services-portfolio/guides/csv-reconciliation-checklist.html</loc>
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</url>
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</urlset>

‎styles.css‎

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margin-top: 12px;
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}
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.text-link {
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color: var(--blue);
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font-weight: 700;
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}
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.boundaries {
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display: grid;
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grid-template-columns: 0.9fr 1.1fr;
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gap: 36px;
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border-top: 1px solid var(--line);
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}
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.article-page {
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width: min(880px, 100%);
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margin: 0 auto;
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padding: 64px 28px 82px;
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}
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.article-page h1 {
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max-width: 860px;
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margin: 18px 0 24px;
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font-size: clamp(44px, 6vw, 78px);
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}
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.article-page section {
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padding: 38px 0;
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border-top: 1px solid var(--line);
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}
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.article-page h2 {
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max-width: 760px;
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font-size: clamp(28px, 3.6vw, 46px);
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}
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.article-page p,
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.article-list {
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color: var(--muted);
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font-size: 17px;
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line-height: 1.6;
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}
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.article-list {
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margin: 0;
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padding-left: 22px;
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}
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.article-page pre {
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overflow-x: auto;
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padding: 22px;
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background: var(--ink);
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color: #fff;
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border-radius: 8px;
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line-height: 1.55;
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}
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.article-cta {
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display: flex;
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flex-wrap: wrap;
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gap: 14px;
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align-items: center;
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}
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.article-cta h2,
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.article-cta p {
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width: 100%;
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}
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@media (max-width: 860px) {
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.hero,
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.section-heading,

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