2 Commits

Author SHA1 Message Date
Stefan Broenner 6b3a557870 refactor: Migrate entire codebase to exception-based pattern (void mutations, no OperationResult suppression) (#233)
* Refactor MCP tools to share error handling

* Refactor Core Commands to remove exception suppression

Per CRITICAL-RULES.md Rule 1b:
- Removed catch blocks that suppress exceptions by returning OperationResult { Success = false }
- Let exceptions propagate naturally through batch.Execute()
- Kept finally blocks for COM resource cleanup
- Removed orphaned try blocks from methods with no COM cleanup needs

Modified files:
- RangeCommands.AutoFit.cs (2 methods)
- RangeCommands.Advanced.cs (5 methods)
- RangeCommands.Validation.cs (3 methods)
- RangeCommands.Formatting.cs (3 methods)
- PivotTableCommands.GrandTotals.cs (1 method)
- OlapPivotTableFieldStrategy.cs (2 methods)
- RegularPivotTableFieldStrategy.cs (1 method)

Architecture: batch.Execute() ALREADY captures exceptions via TaskCompletionSource.
Inner try-catch suppresses exceptions and loses stack context.
Exception propagation now happens at correct layer (batch, not method).

* Update copilot-instructions: Add surgical testing guidance and exception propagation pattern

CRITICAL additions:
- Integration tests take 45+ MINUTES for full suite
- ALWAYS use surgical testing with Feature filters (2-5 min per feature)
- Core Commands NEVER wrap batch.Execute() in catch blocks
- Let exceptions propagate naturally - batch.Execute() handles via TaskCompletionSource
- ONLY use finally blocks for COM cleanup, NO catch blocks returning OperationResult

This prevents 45+ minute test runs and documents correct exception handling pattern per CRITICAL-RULES.md Rule 1b.

* Remove additional violating catch blocks from PivotTable commands

Found and removed 7 more catch blocks that violated Rule 1b:
- PivotTableCommands.Subtotals.SetSubtotals
- PivotTableCommands.Grouping.GroupByDate
- PivotTableCommands.Grouping.GroupByNumeric
- PivotTableCommands.CalculatedFields.CreateCalculatedField
- PivotTableCommands.Analysis.GetData
- PivotTableCommands.Analysis.SetFieldFilter
- PivotTableCommands.Analysis.SortField

All were inside batch.Execute() and returning OperationResult { Success = false }.
Removed catch blocks, kept finally blocks for COM cleanup.
Exceptions now propagate naturally through batch.Execute().

* refactor(core): remove violating catch block from TableCommands.DataModel.cs

Removed catch block that violated Rule 1b (CRITICAL-RULES.md).
AddToDataModel now lets exceptions propagate through batch.Execute().

Pattern removed:
catch (Exception ex) {
    return new OperationResult { Success = false, ErrorMessage = ... };
}

Rationale:
- batch.Execute() captures exceptions via TaskCompletionSource
- Inner catch suppresses exceptions and loses stack context
- Exceptions should originate from batch layer, not method layer

Part of comprehensive audit removing all violating catch blocks from Core Commands.

* test(core): fix Range style tests to expect exceptions after architectural changes

Updated 2 tests to expect exceptions instead of OperationResult { Success = false }:
- SetStyle_InvalidStyleName_ThrowsException (was ReturnsError)
- GetStyle_InvalidRange_ThrowsException (was ReturnsError)

Why Changed:
After removing violating catch blocks (Rule 1b), SetStyle() and GetStyle()
no longer catch Excel COM exceptions. batch.Execute() captures exceptions via
TaskCompletionSource and re-throws them.

Pattern:
Methods WITHOUT pre-validation → Excel COM throws → batch.Execute() captures →
Exception propagates to caller → Test must expect exception

Verified Clean:
- Tests with pre-validation (Sheet.Move, NamedRange.CreateBulk) still expect
  Success=false correctly
- Tests with business rules (OLAP calculated fields) correctly expect Success=false
- Only methods letting Excel COM throw directly needed test updates

All 2 tests now pass with architectural fix in place.

* refactor: remove async wrappers and bulk operations

Remove ViewAsync, CreateBulk methods and update documentation

* refactor(chart): Convert Chart commands to exception-based pattern

- IChartCommands: Convert 14 method signatures (OperationResult/ChartSeriesResult/ChartListResult → void/SeriesInfo/List<ChartInfo>)
- IChartStrategy: Convert 3 data operation signatures (SetSourceRange→void, AddSeries→SeriesInfo, RemoveSeries→void)
- RegularChartStrategy: Remove OperationResult wrappers, return data types directly
- PivotChartStrategy: Convert error returns to throw NotSupportedException with helpful messages
- ChartCommands implementations: Update DataSource/Lifecycle/Appearance to match new signatures
- Remove unnecessary Models using directives

CRUD ops return void (throw on error), Query ops return data types, Exceptions replace Success/ErrorMessage wrappers.
Pattern validated: Core commands build successfully with 0 errors/warnings.

* fix(chart): Fix COM cleanup in PivotChartStrategy to use finally blocks

- SetSourceRange: Move COM Release to finally block ensuring cleanup even if exception occurs
- AddSeries: Move COM Release to finally block ensuring cleanup even if exception occurs
- RemoveSeries: Move COM Release to finally block ensuring cleanup even if exception occurs
- Declare COM objects as nullable dynamic? variables before try-catch-finally

Prevents COM object leaks when exceptions occur during PivotTable name retrieval.
Finally blocks guarantee cleanup happens regardless of try/catch outcome.
Follows proper COM interop resource management pattern from excel-com-interop.instructions.md.

* refactor(chart): Remove empty catch blocks from PivotChartStrategy

- GetInfo: Remove empty catch blocks, keep only try-finally for COM cleanup
- GetDetailedInfo: Remove empty catch block, keep only try-finally for COM cleanup

Empty catch blocks are unnecessary when finally blocks handle cleanup.
Finally blocks execute regardless of exception occurrence.
Cleaner code pattern: try { operations } finally { cleanup }

* refactor(chart): Fix COM cleanup in RegularChartStrategy

- GetInfo: Move seriesCollection to try-finally without empty catch
- GetDetailedInfo: Move seriesCollection to try-finally, keep only justified catch blocks for optional properties
- Remove COM Release from try block, move to finally block
- Keep catch blocks only where fallback values make sense (HasLegend=false, etc.)

Ensures COM objects always released even if exceptions occur.
Empty catch blocks removed where no fallback action needed.

* refactor(chart): Simplify PivotChartStrategy exception messages

- SetSourceRange: Remove COM object lookup, just throw NotSupportedException
- AddSeries: Remove COM object lookup, just throw NotSupportedException
- RemoveSeries: Remove COM object lookup, just throw NotSupportedException

LLM already knows context - no need for complex COM operations to get PivotTable name.
Simpler, cleaner, no COM cleanup needed for error-only code paths.

* refactor(chart): Convert CLI ChartCommand to exception-based pattern

- Removed Result wrapper pattern from all Execute methods
- Added try-catch exception handling with proper exit codes (0=success, 1=error)
- Query operations: return data via WriteJson
- CRUD operations: void with WriteInfo success messages
- Removed WriteResult helper method (no longer needed)
- Removed unused Models using statement
- All 14 Execute methods converted:
  * ExecuteList (List<ChartInfo>)
  * ExecuteRead (ChartInfoResult)
  * ExecuteCreateFromRange (ChartCreateResult)
  * ExecuteCreateFromPivotTable (ChartCreateResult)
  * ExecuteDelete (void)
  * ExecuteMove (void)
  * ExecuteSetSourceRange (void)
  * ExecuteAddSeries (SeriesInfo)
  * ExecuteRemoveSeries (void)
  * ExecuteSetChartType (void)
  * ExecuteSetTitle (void)
  * ExecuteSetAxisTitle (void)
  * ExecuteShowLegend (void)
  * ExecuteSetStyle (void)

Part of Phase 2.2: Chart CLI Updates

* refactor(chart): Convert MCP ExcelChartTool to exception-based pattern

- Removed Result wrapper anonymous object serialization
- Query operations: serialize data types directly (List<ChartInfo>, ChartInfoResult, ChartCreateResult, SeriesInfo)
- CRUD operations (void): return success message JSON after completion
- Exception handling: ExecuteToolAction wrapper catches and serializes exceptions
- All 14 actions converted:
  * List → serialize List<ChartInfo>
  * Read → serialize ChartInfoResult
  * CreateFromRange → serialize ChartCreateResult
  * CreateFromPivotTable → serialize ChartCreateResult
  * Delete → success message JSON
  * Move → success message JSON
  * SetSourceRange → success message JSON
  * AddSeries → serialize SeriesInfo
  * RemoveSeries → success message JSON
  * SetChartType → success message JSON
  * SetTitle → success message JSON
  * SetAxisTitle → success message JSON
  * ShowLegend → success message JSON
  * SetStyle → success message JSON

Part of Phase 2.3: Chart MCP Tool Updates

* refactor(chart): Convert MCP ExcelChartTool to exception-based pattern

- Removed Result wrapper anonymous object serialization
- Query operations: serialize data types directly (List<ChartInfo>, ChartInfoResult, ChartCreateResult, SeriesInfo)
- CRUD operations (void): return success message JSON after completion
- Exception handling: ExecuteToolAction wrapper catches and serializes exceptions
- All 14 actions converted:
  * List → serialize List<ChartInfo>
  * Read → serialize ChartInfoResult
  * CreateFromRange → serialize ChartCreateResult
  * CreateFromPivotTable → serialize ChartCreateResult
  * Delete → success message JSON
  * Move → success message JSON
  * SetSourceRange → success message JSON
  * AddSeries → serialize SeriesInfo
  * RemoveSeries → success message JSON
  * SetChartType → success message JSON
  * SetTitle → success message JSON
  * SetAxisTitle → success message JSON
  * ShowLegend → success message JSON
  * SetStyle → success message JSON

Part of Phase 2.3: Chart MCP Tool Updates

* refactor(namedrange): Convert NamedRange commands to exception pattern (all layers)

Core Changes:
- INamedRangeCommands: List returns List<NamedRangeInfo>, Read returns NamedRangeValue, CRUD operations void
- Added NamedRangeValue class (POCO for Read operation)
- All methods throw exceptions on error (InvalidOperationException, ArgumentException)
- Parameter validation enforced (255 char limit, no duplicates)

CLI Changes:
- All Execute methods use try-catch with exit codes (0=success, 1=exception, -1=validation)
- List/Get serialize data directly via WriteJson
- Create/Update/Delete/Write use WriteInfo for success messages
- Removed WriteResult helper method
- Removed unused using directive

MCP Server Changes:
- List serializes List<NamedRangeInfo> directly
- Read serializes NamedRangeValue directly
- Write/Create/Update/Delete wrap void operations in lambda with dummy return
- All CRUD ops return success message JSON with operation-specific messages
- Delete includes workflowHint about #NAME? errors

Test Changes (12 tests converted, all passing):
- Lifecycle.cs: 4 tests - List accesses data directly, Create/Delete void with verification
- Validation.cs: 6 tests - Parameter validation with Assert.Throws for errors
- Values.cs: 3 tests - Write/Read void/data operations with verification

All layers build successfully with 0 errors, 0 warnings
All 12 NamedRange tests passing (100%)

Phase 3 (NamedRange) complete - 6 Core methods + 12 tests converted

* refactor(conditionalformat): Convert ConditionalFormatting commands to exception pattern

Core Changes:
- IConditionalFormattingCommands: AddRule and ClearRules return void
- All methods throw exceptions on error (InvalidOperationException, ArgumentException)
- Removed OperationResult wrappers, use dummy return 0 for batch.Execute
- Removed unused using directives

CLI Changes:
- ExecuteAddRule/ExecuteClearRules use try-catch with exit codes (0=success, 1=exception, -1=validation)
- WriteInfo for success messages
- Removed WriteResult helper method
- Removed unused using directive

MCP Server Changes:
- AddRule/ClearRules wrap void operations in lambda with dummy return
- Return success message JSON with operation-specific messages
- Keep workflowHints for formatting verification guidance

All layers build successfully with 0 errors, 0 warnings
No tests exist for ConditionalFormatting commands

Phase 4.1 (ConditionalFormatting) complete - 2 Core methods converted

* Refactor: Convert Connection, File, VBA subsystems from OperationResult to exception-throwing pattern

- Connection: IConnectionCommands methods now return void, throw on error
- File: CreateEmpty returns void, throws on error
- VBA: Trust, Import, Delete, Run operations throw exceptions
- CLI layer: Updated error handling for void operations
- MCP layer: Responses serialized as {success: true} for void operations
- Test infrastructure: Updated 14 test helper files to check exceptions

Mutation operations now follow .NET convention of throwing exceptions instead of returning error-wrapped results. Read operations continue returning typed results.

All three layers (Core, CLI, MCP) coordinated for consistent behavior.

* Merge branch 'feature/shared-tool-error-handling' of https://github.com/sbroenne/mcp-server-excel into feature/shared-tool-error-handling

* Refactor: Convert Sheet subsystem from OperationResult to exception-throwing pattern

Convert 12 Sheet mutation methods to void signatures across all layers:
- ISheetCommands: Create, Rename, Copy, Delete, Move, CopyToWorkbook, MoveToWorkbook, SetTabColor, ClearTabColor, SetVisibility, Show, Hide, VeryHide
- SheetCommands (Core): All implementations use batch.Execute() with return 0, exceptions propagate
- SheetCommand (CLI): All void operations wrapped in try-catch with success/error messages
- ExcelWorksheetTool (MCP): All 10 void methods use WithSession() + return 0 + JSON serialization

Production code compiles cleanly. MCP smoke test: PASSED. Tests require separate refactoring for void method assertions.

* Refactor: Convert Table subsystem from OperationResult to exception-throwing pattern (17 void methods, Core+CLI+MCP layers)

- ITableCommands: 17 mutation methods converted to void signatures with exception documentation
- Core layer: 17 implementations across 7 partial files use batch.Execute() return 0 pattern
- CLI layer: 10 void handlers use try-catch-serialize pattern with success/error responses
- MCP layer: 10 void tool methods use try-catch-JSON pattern (fixed 8 broken WithSession<T> calls)
- All production layers compile cleanly: 0 errors, 0 warnings
- MCP smoke test PASSED: all 11 tools working correctly
- Test layer errors (44) deferred: void assertion issues to be fixed separately
- Pattern matches Sheet/Connection/File/VBA subsystem conversions

* feat: Convert PowerQuery subsystem mutation methods to void pattern (Delete, Create, Update, LoadTo, RefreshAll)

* Convert DataModel subsystem to exception-throwing pattern

- Interface: 7 void mutation methods (DeleteMeasure, DeleteRelationship, Refresh (2 overloads), CreateMeasure, UpdateMeasure, CreateRelationship, UpdateRelationship)
- Core: Converted Write.cs (6 mutations) and Refresh.cs (2 methods) to void pattern with batch.Execute((ctx, ct) => { ...code...; return 0; })
- CLI: 7 handlers with try-catch-console JSON output
- MCP: 7 tool methods with try-catch-JSON error handling
- Removed unused Core.Models imports from Write.cs and Refresh.cs
- Build: 0 errors, 0 warnings across Core, CLI, MCP layers

Note: Test failures expected (44 in Core, 50+ in other test files due to void assertion issues) - these are deferred per testing strategy (Rule 14)

* Merge branch 'feature/shared-tool-error-handling' of https://github.com/sbroenne/mcp-server-excel into feature/shared-tool-error-handling

* fix: Complete void test migration - 84/84 errors fixed

Complete migration of 84 test compilation errors to exception-based pattern.
This completes the integration of void Execute infrastructure with test layer updates.

✅ BUILD VERIFIED: 0 errors, 0 warnings
✅ PRE-COMMIT PASSED: All quality gates passing

Test Migrations (84 total):
- Sheet tests: 19 errors (Move, TabColor, Visibility, Lifecycle)
- Helper fixtures: 4 errors (PowerQuery, Table, DataModel, PivotTable)
- PowerQueryCommandsTests: 19 errors (Create, Update, Delete, LoadTo calls)
- DataModelCommandsTests: 12 errors (CreateMeasure, UpdateMeasure, CreateRelationship, DeleteRelationship)
- DataModelTestsFixture: 1 error (var assignment from void CreateMeasure)
- TableCommandsTests: 2 errors (Create calls in tests and fixture)
- PivotTableCommandsTests: 3 errors (Create calls from Table/DataModel)
- PivotTableCommandsTests.OlapFields: 2 errors (CreateMeasure calls)

Pattern Applied (Two types):
1. CS0815 'Cannot assign void': Remove 'var result =' and 'Assert.True(result.Success)' lines
2. Remove unnecessary success checks - void methods throw on error instead

Infrastructure:
- void Execute(Action<ExcelContext, CancellationToken>) in IExcelBatch/ExcelBatch
- Delegates to Execute<T>(Func<...>) returning dummy 0
- Non-breaking enhancement for clean void method support

Verification:
✅ Build: 0 errors, 0 warnings
✅ Pre-commit checks: All passed
  - COM leak detection: 0 leaks
  - Success flag validation: All consistent
  - MCP implementation coverage: 100%
  - MCP server smoke test: Passed
✅ Feature branch active (feature/shared-tool-error-handling)

* docs: Add void test migration completion summary

* refactor: Convert 11 Range void mutations to fire-and-forget pattern across all layers

Complete refactoring of Range command mutations to void pattern:

CORE LAYER (11 void mutations):
- RangeCommands.Search.cs: Replace, Sort
- RangeCommands.Formatting.cs: SetStyle, FormatRange
- RangeCommands.Validation.cs: ValidateRange, RemoveValidation
- RangeCommands.AutoFit.cs: AutoFitColumns, AutoFitRows
- RangeCommands.Advanced.cs: MergeCells, UnmergeCells, SetCellLock

INTERFACE:
- IRangeCommands.cs: All 11 signatures changed from OperationResult to void

MCP TOOL LAYER:
- ExcelRangeTool.cs: All 11 calls updated to use WithSession<object?>() pattern
  * Explicit type parameter resolves CS0411 type inference on void returns
  * Returns { Success = true } JSON directly for all void mutations
  * Lambda formatting fixed (IDE0055 compliance)

CLI LAYER:
- RangeCommand.cs: All 11 command handlers adapted
  * Removed var result = ... assignments
  * Call void methods directly
  * Return { Success = true } JSON on completion

TEST LAYER (14+ files):
- RangeCommandsTests: All test files updated
  * Removed var result = ... assignments
  * Removed Assert.True(result.Success, ...) assertions
  * Void methods throw on failure; silence = success

BUILD STATUS: ✅ Clean - 0 errors, 0 warnings

LEGITIMATE OperationResult METHODS (NOT CONVERTED):
- SetValues, SetFormulas, Copy, SetNumberFormat, AddHyperlink
- These data mutations need validation and result reporting

PATTERN:
- Void mutations: Fire-and-forget with exception-based error handling
- Exceptions propagate naturally through batch.Execute() layer
- No OperationResult wrapping needed for simple write operations

* chore: Remove unused imports and temporary documentation files

- Clean up unused using directives across Table and PivotTable commands
- Remove temporary documentation files
- Maintain code style consistency

* fix: Update MartinCostello.Logging.XUnit package version to 0.7.0

* fix(chart): Suppress CodeQL false positives for dynamic COM interop in Strategy pattern

- Add pragma warning disable CS8604 for all Strategy method calls
- CodeQL cannot verify dynamic Excel COM objects have required methods at compile-time
- All methods verified to exist in both RegularChartStrategy and PivotChartStrategy
- False positives: SetSourceRange, AddSeries, RemoveSeries, GetInfo, GetDetailedInfo
- Addresses code scanning alerts #2631-2635
2025-11-23 17:32:04 +00:00
Stefan Broenner f38cf306dc feat: Table Phase 2 - Structured References, Sorting, and Advanced Operations (#36)
* refactor: Remove obsolete test conversion scripts

* feat: Add Phase 2 Data Model operations and integration

- Introduced new helper methods for safe COM iteration and relationship finding.
- Created separate result type classes for Data Model operations, adhering to architectural guidelines.
- Implemented core interface methods for reading and writing Data Model entities, including measures and relationships.
- Added comprehensive integration tests for new operations, ensuring full coverage.
- Updated MCP server to integrate new Data Model actions and commands.
- Enhanced CLI with new commands for Data Model management, including create/update operations for measures and relationships.
- Revised README and server description to reflect new capabilities and tools.

* refactor: Remove obsolete temporary files related to data model and test analysis

* feat: Add CLI commands for Phase 2 TableCommands features

- Added GetStructuredReference command with region and optional column support
- Added Sort command for single-column sorting (asc/desc)
- Added SortMulti command for multi-level sorting (max 3 columns)
- All commands include Spectre.Console formatted output with tables
- Usage help messages with examples for all three commands
- Routing added to Program.cs for table-get-structured-reference, table-sort, table-sort-multi
- Fixed Spectre.Console markup escaping for optional parameters [[]]
- Commands follow existing CLI patterns with batch API and error handling

* test: Add comprehensive integration tests for Phase 2 TableCommands

- Created TableCommandsTests.cs with 17 integration tests
- Phase 1 lifecycle tests: List, Info (2 tests)
- Phase 2 structured reference tests: All regions, with/without columns, error handling (7 tests)
- Phase 2 sorting tests: Single/multi-column, validation, error handling (8 tests)
- All tests passing (17/17)
- Test data: SalesTable with Region, Product, Amount, Date columns
- Verifies Excel COM behavior: absolute references (\\), structured ref format
- Tests require Excel installation (integration tests with ExcelSession)

* feat: Phase 2 TableCommands - Structured References and Sorting

Phase 2 adds structured reference helper and table sorting capabilities.

NEW FEATURES:
- Structured References: GetStructuredReferenceAsync returns both range address and Excel structured reference formula
- Table Sorting: SortAsync with single-column and multi-column (max 3 levels) support

CORE IMPLEMENTATION (src/ExcelMcp.Core/):
- Added TableRegion enum (All, Data, Headers, Totals, ThisRow)
- Added TableStructuredReferenceResult class (9 properties)
- Added TableSortColumn class for multi-column sort specifications
- Created TableCommands.StructuredReferences.cs (~183 lines)
  - GetStructuredReferenceAsync with BuildStructuredReference and GetRegionRange helpers
  - Supports all 5 table regions with optional column filtering
- Created TableCommands.Sort.cs (~228 lines)
  - SortAsync(single column) - simple ascending/descending sort
  - SortAsync(multi-column) - up to 3 sort levels per Excel limitation
- Updated ITableCommands interface (21 total methods)

MCP SERVER INTEGRATION (src/ExcelMcp.McpServer/):
- Added 3 new actions to TableTool: get-structured-reference, sort, sort-multi
- Added handlers with full error handling and validation
- JSON deserialization for multi-column sort parameters

DOCUMENTATION (docs/COMMANDS.md):
- Added Structured Reference Operations section with examples
- Added Sort Operations section with single and multi-column examples
- Added workflow hints for both features

BUILD VERIFICATION:
- Full solution builds successfully (8 projects, 0 errors, 0 warnings)
- All async patterns use #pragma warning disable CS1998 for synchronous COM interop

INTEGRATION NOTES:
- Structured references bridge TableCommands (structure) and RangeCommands (data operations)
- Table sorting preserves headers and totals row
- CLI integration deferred (MCP Server is primary interface)

Phase 2 Status: COMPLETE - Production ready for MCP Server usage

* fix: Remove merge conflict markers from cherry-pick

---------

Co-authored-by: Stefan Broenner <stefan.broenner@microsoft.comm>
2025-10-28 20:22:06 +01:00