docs: update test_report.md

test_report.md

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+# Test Report — Report Generator Core Plugin
----
 
-# Settings Plugins & Roles API — Frontend Implementation
+## Date: 2026-07-08
 
-**Date**: 2026-07-03
+## Task: Build Report Generator Core Plugin for LeoCRM
-**Task**: SettingsPlugins.tsx (new), SettingsRoles.tsx (rewrite to API), Settings.tsx nav update, routes/index.tsx update
-**Status**: ✅ ALL FILES COMMITTED
 
-## Files Changed (7 files, 7 commits on main)
+## Files Created
+1. `app/plugins/builtins/report_generator/__init__.py` — Plugin package init (5 lines)
+2. `app/plugins/builtins/report_generator/plugin.py` — Plugin manifest + class (29 lines)
+3. `app/plugins/builtins/report_generator/models.py` — ReportTemplate + ReportInstance models (63 lines)
+4. `app/plugins/builtins/report_generator/schemas.py` — Pydantic schemas (52 lines)
+5. `app/plugins/builtins/report_generator/routes.py` — 8 API endpoints (415 lines)
+6. `app/plugins/builtins/report_generator/migrations/0001_initial.sql` — PostgreSQL migration (32 lines)
+7. `app/plugins/builtins/__init__.py` — Updated to include ReportGeneratorPlugin import
 
-1. **frontend/src/pages/SettingsPlugins.tsx** (NEW, 9482 bytes, 255 lines)
+## Tests Run
-   - Plugin management page with install/activate/deactivate/uninstall actions
-   - Uses usePlugins, useInstallPlugin, useActivatePlugin, useDeactivatePlugin, useUninstallPlugin hooks
-   - Loading skeleton, error state with refetch, empty state
-   - ConfirmDialog for uninstall with remove-data checkbox option
-   - Status badges: discovered/installed/active/inactive
 
-2. **frontend/src/pages/SettingsRoles.tsx** (REWRITE, 311 lines)
+### 1. AST Syntax Check
-   - Replaced hardcoded mock data with API hooks: useRoles, useCreateRole, useUpdateRole, useDeleteRole
+**Command:** `python -c 'import ast; ast.parse(...)'`
-   - Loading skeleton, error state with refetch
+**Result:** All 6 Python files passed AST syntax check.
-   - Added delete role with ConfirmDialog
+```
-   - Permission handling adapted to dict-based permissions (backend uses dict[str, Any])
+OK: app/plugins/builtins/report_generator/__init__.py
-   - Helper functions: isPermissionGranted, togglePermission, getGrantedPermissionKeys
+OK: app/plugins/builtins/report_generator/plugin.py
+OK: app/plugins/builtins/report_generator/models.py
+OK: app/plugins/builtins/report_generator/schemas.py
+OK: app/plugins/builtins/report_generator/routes.py
+OK: app/plugins/builtins/__init__.py
+```
 
-3. **frontend/src/pages/Settings.tsx** (UPDATE, 45 lines)
+### 2. Import Verification
-   - Added plugins nav item: { to: '/settings/plugins', label: t('settings.plugins'), icon: '🧩' }
+**Command:** `python -c 'from app.plugins.builtins.report_generator.plugin import ReportGeneratorPlugin; ...'`
+**Result:** All imports resolve correctly.
+```
+Base + TenantMixin OK
+Schemas OK
+TemplateCreate validation OK: {'name': 'test', 'description': '', 'template_type': 'jinja2', 'content': '{{ data }}', 'output_format': 'csv'}
+Models OK
+ReportTemplate table: report_templates
+ReportInstance table: report_instances
+```
 
-4. **frontend/src/routes/index.tsx** (UPDATE, 83 lines)
+### 3. Jinja2 Template Rendering
-   - Added import: SettingsPluginsPage from '@/pages/SettingsPlugins'
+**Result:** Template rendered successfully.
-   - Added route: { path: 'plugins', element: <SettingsPluginsPage /> } under /settings children
+```
+Jinja2 render OK: 'Name,Value\nAlice,100\nBob,200'
+```
 
-5. **frontend/src/api/hooks.ts** (UPDATE, 535 lines)
+### 4. CSV Generation (Python stdlib csv)
-   - Added Role and Plugin TypeScript interfaces
+**Result:** CSV file generated with UTF-8 BOM.
-   - Added useRoles() — GET /api/v1/roles
+```
-   - Added useCreateRole() — POST /api/v1/roles with cache invalidation
+CSV generation OK, size: 44 bytes
-   - Added useUpdateRole() — PATCH /api/v1/roles/:id with cache invalidation
+```
-   - Added useDeleteRole() — DELETE /api/v1/roles/:id with cache invalidation
-   - Updated usePlugins() — improved return type handling
-   - Added useInstallPlugin() — POST /api/v1/plugins/:name/install
-   - Added useActivatePlugin() — POST /api/v1/plugins/:name/activate
-   - Added useDeactivatePlugin() — POST /api/v1/plugins/:name/deactivate
-   - Added useUninstallPlugin() — DELETE /api/v1/plugins/:name?remove_data=bool
 
-6. **frontend/src/i18n/locales/de.json** (UPDATE)
+### 5. Excel Generation (openpyxl)
-   - Added 17 new translation keys: plugins, noPlugins, pluginInstall, pluginActivate, pluginDeactivate, pluginUninstall, pluginInstalled, pluginActive, pluginInactive, pluginDiscovered, pluginInstalledSuccess, pluginActivatedSuccess, pluginDeactivatedSuccess, pluginUninstalledSuccess, pluginUninstallConfirm, pluginRemoveData, roleDeleted
+**Result:** Excel workbook created.
+```
+Excel generation OK, size: 4874 bytes
+```
 
-7. **frontend/src/i18n/locales/en.json** (UPDATE)
+### 6. JSON Generation
-   - Same 17 new translation keys in English
+**Result:** JSON parsed and returned.
+```
+JSON generation OK: {'key': 'value'}
+```
 
-## Commits (Forgejo API, branch: main)
+### 7. Plugin Manifest + Routes
+**Result:** Plugin loads with correct manifest and 8 routes registered.
+```
+Plugin instance: <ReportGeneratorPlugin name=report_generator version=1.0.0>
+Manifest name: report_generator
+Manifest version: 1.0.0
+Is core: True
+Dependencies: ['permissions']
+Events: ['report.requested', 'report.generated']
+Permissions: ['reports.read', 'reports.generate', 'reports.manage_templates']
+Routes loaded: 1 router(s)
+Router prefix: /api/v1/reports
+Router routes: 8
+  {'GET'} /api/v1/reports/templates
+  {'POST'} /api/v1/reports/templates
+  {'GET'} /api/v1/reports/templates/{template_id}
+  {'PUT'} /api/v1/reports/templates/{template_id}
+  {'DELETE'} /api/v1/reports/templates/{template_id}
+  {'POST'} /api/v1/reports/generate
+  {'GET'} /api/v1/reports/{report_id}
+  {'GET'} /api/v1/reports/{report_id}/download
+```
 
-- d26efa5bb736 — fix: SettingsPlugins.tsx with actual content
+### 8. Migration SQL Validation
-- 1aa6d1ffa953 — refactor: SettingsRoles.tsx use API hooks
+**Result:** 2 tables, 5 indexes, all required columns and FK present.
-- ce4d41c1b8be — feat: add plugins nav item to Settings
+```
-- eb0420d726c1 — feat: add SettingsPluginsPage route
+Tables: ['report_templates', 'report_instances']
-- 502cddd68cfa — feat: add role and plugin hooks to hooks.ts
+Indexes: [('ix_report_templates_tenant', 'report_templates', 'tenant_id'), ('ix_report_templates_name', 'report_templates', 'name'), ('ix_report_instances_tenant', 'report_instances', 'tenant_id'), ('ix_report_instances_template', 'report_instances', 'template_id'), ('ix_report_instances_status', 'report_instances', 'status')]
-- dda972187a74 — feat: add plugin translation keys to de.json
+FK reference present
-- 962ac66f7233 — feat: add plugin translation keys to en.json
+Migration SQL validation passed.
+```
 
-## Verification
+## Smoke Test Summary
+- Plugin class instantiates and loads routes correctly
+- All 8 endpoints registered under `/api/v1/reports` prefix
+- Jinja2 template rendering works with data injection
+- CSV output uses Python stdlib csv module (with UTF-8 BOM for Excel compat)
+- Excel output uses openpyxl Workbook
+- JSON output parses rendered template as JSON
+- Migration SQL creates 2 tables with correct columns, indexes, and FK
+- Tenant isolation: all queries filter by `tenant_id` from `current_user`
+- Soft delete: templates have `deleted_at` column, queries filter `deleted_at.is_(None)`
 
-- ✅ SettingsPlugins.tsx content verified via Forgejo files_get (9482 bytes, correct content)
+## Note on Dependencies
-- ✅ All 7 files committed with HTTP 200/201 from Forgejo API
+- `openpyxl>=3.1` and `redis>=5.0` and `passlib` were in requirements.txt but not installed in venv. Installed them to verify import chain. No changes to requirements.txt.
-- ⚠️ Build verification (npm run build / tsc --noEmit) not run — no Node.js environment available in this container
-- ⚠️ Smoke test not run — requires running frontend dev server with backend API
 
-## Backend API Endpoints Used
+## Result: ALL TESTS PASSED ✅
-
-- GET /api/v1/roles → { items: [{ id, name, permissions, field_permissions }] }
-- POST /api/v1/roles → 201 with created role
-- PATCH /api/v1/roles/:id → updated role
-- DELETE /api/v1/roles/:id → 204
-- GET /api/v1/plugins → { plugins: [...], total: N }
-- POST /api/v1/plugins/:name/install
-- POST /api/v1/plugins/:name/activate
-- POST /api/v1/plugins/:name/deactivate
-- DELETE /api/v1/plugins/:name?remove_data=bool