nexus-mcp/documentation/project-history/SESSION_SNAPSHOT_2026-04-15_3.md

Session snapshot — 2026-04-15 (Part 3)

Branch: feat-reporting-shard Status: Clean — all work committed, branch ahead of main by 4 commits

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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.

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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).

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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.

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Next steps

1. Install optional deps in .venv:

   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.

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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.