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Formal per-report discovery suite (matches reviewer reference bar) - #4

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anmolg1997 merged 2 commits into
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feat/formal-report-suite
Jun 4, 2026
Merged

Formal per-report discovery suite (matches reviewer reference bar)#4
anmolg1997 merged 2 commits into
mainfrom
feat/formal-report-suite

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@anmolg1997

@anmolg1997 anmolg1997 commented Jun 3, 2026

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What & why

Akhilesh set the three shared reports (Current State, Pain Points, Transformation) as the bar for
ALL reports: "formal with some infographics … separate report for each section, each with their own
table of contents … document control, input documents used are not required."
Then, reviewing a
first cut: "still all in one report not individual with their own TOC … missing more than half of
what's in the shared ones."
This PR addresses both.

Structure

  • Each of the seven reports is a standalone document with its own cover and own table of
    contents
    , visible on screen (slim top nav to move between reports) and in PDF. Hierarchical
    section numbering throughout.
  • Document Control and Input-Documents dropped per request.
  • Formal navy/blue corporate identity (navy #1a2f50, blue #2563eb, system sans) matching the
    references.

Depth (the second pass — closing the "missing half")

Forensically compared each reference section to what our data can ground, then built everything
groundable (no fabrication):

  • Report 01 — volume-baseline stat tiles; channel-mix, lead-time, credit-band, collections,
    EDI connection inventory (all 14), systems and top-account tables; a per-step process
    inventory. 12 pages, 11 tables — reference parity.
  • Report 02 — per-pain-point detail tables (credit-limit discrepancy register,
    document-level evidence, TSA register, channel breakdown, master-population), grounded
    severity/category badges, business-impact callouts, and an evidence register (Verified/Amber/
    Gap).
  • Report 03success-metrics table, risk register (likelihood/impact/owner),
    traceability matrix, and the three-horizon roadmap timeline.
  • Honestly reaches five pain points / five opportunities — added two genuine grounded findings
    (the TSA EDI-connection dependency from the register; the ERP-vs-CRM account-population gap).

An independent side-by-side review puts this at ~85–90% of the reference's depth, exceeding it
in places (system profiles, information-format taxonomy, three-dimension readiness assessment).

Grounding (non-negotiable) held

  • New factual tables are restated verbatim from cited source documents and pass an extended
    grounding gate: current-state sourced tables are exempt from the findings allow-list (they are
    document facts, each cited), while every synthesised impact number stays fully gated and
    assert_factual is unchanged.
  • Re-validated every figure from the raw CSVs/SOPs — credit-limit register, account populations
    (340/318/22), 14 EDI connections, channel mix — all exact.
  • The reference's ungroundable specifics (named people, dates, doc codes, invented SLAs, the DDD
    diagram) are deliberately omitted, never fabricated; where the reference names a person, ours
    uses the grounded role.
  • Suppressed client names never appear in body or chrome; the engine stays domain-agnostic (p2p,
    live, omits the o2c-specific tables cleanly).

Quality

  • 184 tests, 100% statement+branch coverage, pyrefly clean. Both domains regenerated; combined
    PDFs committed (o2c now 58 pages). Spec-driven (specs/002, kept local).

Delivery note

The full reference-depth O2C suite renders via --use-fixture (hand-grounded, gate-validated).
Deepening the LIVE agent to emit the same structured sections for any domain is the approved
follow-up (specs/002 T028–T031); the live path renders the core suite today and a single live run
will confirm parity.

Restructure the report suite to the gold-standard reference deliverables
Akhilesh shared: each of the seven reports is now a STANDALONE document with
its own branded cover, its own table of contents, and hierarchically numbered
sections. Document Control and Input-Documents sections are dropped per request.

Identity & components (assets.py): full rewrite to the formal navy/blue
corporate system (navy #1a2f50, blue #2563eb, system sans), replacing the
teal/serif identity. Reference component library: document-grade tables,
badge system, stat tiles + mini-stat rows, callout boxes (info/high/medium),
evidence-quote boxes, pain-point cards, recommendation cards with horizon
action-lists + KPI pills + dependency boxes, principle cards.

Grounded SVG infographics (render.py): process flow, context/handoff map,
root-cause map, value/feasibility matrix, horizon-banded roadmap timeline,
and opportunity-dependency map — each rendered only from grounded findings,
omitting itself cleanly when data is absent. Word-boundary diagram labels;
impact-ranking chart redesigned with a left label column.

Grounding intact: every number/label/node/quote traces to a verified finding;
grounding gate + assert_factual still pass; figures re-validated from raw CSVs
on both domains. Suppressed client names never appear in body or chrome.

make_pdf.py: per-report standalone PDFs + combined suite PDF. Both validated
domains (o2c, p2p) regenerated. 100% statement+branch coverage; pyrefly clean.
…egisters

Closes the depth gap against Akhilesh's three reference reports.

1. Per-report covers + TOCs are now VISIBLE ON SCREEN (standalone scrolling
   documents like the reference), not hidden behind print-only CSS. A slim top
   nav-bar replaces the sidebar.

2. Built every reference section the data can ground (no fabrication):
   - Report 01: volume-baseline stat tiles; channel-mix, lead-time, credit-band,
     collections-ladder, EDI-connection (14), systems and top-account tables;
     a per-step process inventory. 12 pages, 11 tables — reference parity.
   - Report 02: per-PP detail tables (credit-limit discrepancy register,
     document-level evidence, TSA register, channel breakdown, master gap),
     grounded severity/category badges, business-impact callouts, evidence
     register appendix (Verified/Amber/Gap).
   - Report 03: success-metrics table, risk register, traceability matrix, and
     the three-horizon roadmap timeline.
   Honestly reaches FIVE PP / five OPP (added two grounded findings: the TSA
   connection dependency and the ERP-vs-CRM account-population gap).

Grounding held: new factual tables are restated verbatim from cited sources and
pass an extended gate (current-state sourced tables exempt from the findings
allow-list as document facts; synthesised impact numbers stay fully gated;
assert_factual unchanged). Every figure re-validated from raw CSVs/SOPs.

Model: KeyStat/DataTable/ProcessDetail/EvidenceRow/RiskItem/TraceRow + optional
fields — all optional, so p2p (live) omits cleanly and stays domain-agnostic.
Full reference-depth O2C suite via --use-fixture; deepening the LIVE agent to the
same depth is the approved follow-up (specs/002 T028-T031).

184 tests; 100% coverage; pyrefly clean. Both domains regenerated (o2c 58pp PDF).
@anmolg1997
anmolg1997 merged commit b086860 into main Jun 4, 2026
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