d9b8ca2c9d
- Captures end-to-end reporting pipeline work: save_report tool, output-reports path codification, multi-format renderer (MD/HTML/PDF/DOCX) - Documents known gaps: no tests, optional deps uninstalled, module-level import risk - Next steps: install [report] extras, write test_report_templates.py, defer report_templates import, then merge feat-reporting-shard -> main
91 lines
3.8 KiB
Markdown
91 lines
3.8 KiB
Markdown
# Session snapshot — 2026-04-15 (Part 3)
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**Branch:** feat-reporting-shard
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**Status:** Clean — all work committed, branch ahead of main by 4 commits
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---
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## Session goals
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Implement a functional, end-to-end output reporting capability for Nexus MCP:
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live AD data retrieval → structured markdown report → saved to disk at a
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codified workspace location.
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---
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## Accomplishments
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- **`save_report` MCP tool** — new `reports.py` shard providing a markdown
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save-to-disk tool callable by any AI client via MCP protocol.
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- **Output path codified** — `output-reports/` folder at workspace root;
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`.env`, `.env.example`, and `ReportConfig` default all aligned.
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- **Path resolution hardened** — relative `REPORT_OUTPUT_DIR` values are now
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anchored to workspace root (not process CWD); safety guard enforces all
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writes stay inside the permitted tree.
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- **`report_templates` package** — new `src/report_templates/` module with
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`ReportFormat` enum and `render()` dispatcher supporting MD, HTML, PDF, DOCX.
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- **Wheels brand styling** — HTML and DOCX renderers apply `#003865`/`#0066cc`
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palette, striped tables, and Segoe UI font stack.
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- **Optional deps isolated** — HTML/PDF/DOCX renderers guard their imports;
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missing packages return a descriptive error without crashing the server.
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- **`[report]` extras group** added to `pyproject.toml`
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(`pip install "nexus-mcp[report]"`).
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- **`save_report` `format` param** — tool now accepts `"md" | "html" | "pdf" |
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"docx"`; binary formats use `write_bytes`, text formats use async writer.
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- **`ReportConfig` default fixed** — `lib/config.py` default changed from
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`./reports` → `./output-reports` to eliminate the config/env mismatch.
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- **Live reports generated** — AD user detail reports for Nathan Castaldi and
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Randy Novak; AD disabled accounts report (1 126 records); stale account scan
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(100 accounts, 30 enabled / 70 disabled).
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---
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## Technical debt / pending
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- No unit tests for `report_templates` (`test_report_templates.py` not yet
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written); HTML/PDF/DOCX paths have zero automated coverage.
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- Optional deps (`markdown`, `weasyprint`, `python-docx`) are **not installed**
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in `.venv` — HTML/PDF/DOCX are untested at runtime.
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- `reports.py` imports `report_templates` at module level — if the package is
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somehow missing on a clean install, the entire shard fails to register.
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Import should be deferred inside `register()`.
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- WeasyPrint on Windows requires GTK3 runtime DLLs (not yet documented in
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project README or install guide).
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- No dedicated template functions for specific report types (e.g.,
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`render_ad_user_report()`); report content is still assembled inline by the
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AI client.
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---
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## Next steps
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1. **Install optional deps** in `.venv`:
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```bash
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pip install "nexus-mcp[report]"
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```
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2. **Add `tests/test_report_templates.py`** covering:
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- MD passthrough
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- HTML renders with correct brand colors
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- DOCX returns valid bytes
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- Missing-dep path raises `ImportError` with helpful message
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3. **Defer the `report_templates` import** in `reports.py` — move it inside
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`register()` so a missing package degrades gracefully.
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4. **Add named template functions** in `report_templates/` for each report type
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(AD user detail, disabled accounts, stale accounts) so the AI doesn't have
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to assemble the markdown inline every time.
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5. **Merge `feat-reporting-shard` → `main`** once items 1–3 are green.
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6. Continue session plan from `SESSION_SNAPSHOT_2026-04-15_2.md`:
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obtain Entra admin consent, plug in credentials, run identity correlation
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validation.
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---
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## Handoff note
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The reporting pipeline is functional end-to-end for markdown. The multi-format
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layer (HTML/PDF/DOCX) is architecturally complete but needs its test safety net
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before living on main. Resume at "Next steps 1–3" above — it is a short session
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to get this merge-ready.
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