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+# Session snapshot — 2026-04-15 (Part 3)
+
+**Branch:** feat-reporting-shard
+**Status:** Clean — all work committed, branch ahead of main by 4 commits
+
+---
+
+## Session goals
+
+Implement a functional, end-to-end output reporting capability for Nexus MCP:
+live AD data retrieval → structured markdown report → saved to disk at a
+codified workspace location.
+
+---
+
+## Accomplishments
+
+- **`save_report` MCP tool** — new `reports.py` shard providing a markdown
+  save-to-disk tool callable by any AI client via MCP protocol.
+- **Output path codified** — `output-reports/` folder at workspace root;
+  `.env`, `.env.example`, and `ReportConfig` default all aligned.
+- **Path resolution hardened** — relative `REPORT_OUTPUT_DIR` values are now
+  anchored to workspace root (not process CWD); safety guard enforces all
+  writes stay inside the permitted tree.
+- **`report_templates` package** — new `src/report_templates/` module with
+  `ReportFormat` enum and `render()` dispatcher supporting MD, HTML, PDF, DOCX.
+- **Wheels brand styling** — HTML and DOCX renderers apply `#003865`/`#0066cc`
+  palette, striped tables, and Segoe UI font stack.
+- **Optional deps isolated** — HTML/PDF/DOCX renderers guard their imports;
+  missing packages return a descriptive error without crashing the server.
+- **`[report]` extras group** added to `pyproject.toml`
+  (`pip install "nexus-mcp[report]"`).
+- **`save_report` `format` param** — tool now accepts `"md" | "html" | "pdf" |
+  "docx"`; binary formats use `write_bytes`, text formats use async writer.
+- **`ReportConfig` default fixed** — `lib/config.py` default changed from
+  `./reports` → `./output-reports` to eliminate the config/env mismatch.
+- **Live reports generated** — AD user detail reports for Nathan Castaldi and
+  Randy Novak; AD disabled accounts report (1 126 records); stale account scan
+  (100 accounts, 30 enabled / 70 disabled).
+
+---
+
+## Technical debt / pending
+
+- No unit tests for `report_templates` (`test_report_templates.py` not yet
+  written); HTML/PDF/DOCX paths have zero automated coverage.
+- Optional deps (`markdown`, `weasyprint`, `python-docx`) are **not installed**
+  in `.venv` — HTML/PDF/DOCX are untested at runtime.
+- `reports.py` imports `report_templates` at module level — if the package is
+  somehow missing on a clean install, the entire shard fails to register.
+  Import should be deferred inside `register()`.
+- WeasyPrint on Windows requires GTK3 runtime DLLs (not yet documented in
+  project README or install guide).
+- No dedicated template functions for specific report types (e.g.,
+  `render_ad_user_report()`); report content is still assembled inline by the
+  AI client.
+
+---
+
+## Next steps
+
+1. **Install optional deps** in `.venv`:
+
+   ```bash
+   pip install "nexus-mcp[report]"
+   ```
+
+2. **Add `tests/test_report_templates.py`** covering:
+   - MD passthrough
+   - HTML renders with correct brand colors
+   - DOCX returns valid bytes
+   - Missing-dep path raises `ImportError` with helpful message
+3. **Defer the `report_templates` import** in `reports.py` — move it inside
+   `register()` so a missing package degrades gracefully.
+4. **Add named template functions** in `report_templates/` for each report type
+   (AD user detail, disabled accounts, stale accounts) so the AI doesn't have
+   to assemble the markdown inline every time.
+5. **Merge `feat-reporting-shard` → `main`** once items 1–3 are green.
+6. Continue session plan from `SESSION_SNAPSHOT_2026-04-15_2.md`:
+   obtain Entra admin consent, plug in credentials, run identity correlation
+   validation.
+
+---
+
+## Handoff note
+
+The reporting pipeline is functional end-to-end for markdown. The multi-format
+layer (HTML/PDF/DOCX) is architecturally complete but needs its test safety net
+before living on main. Resume at "Next steps 1–3" above — it is a short session
+to get this merge-ready.