# 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.