mirror of
https://github.com/sbroenne/mcp-server-excel.git
synced 2026-09-19 07:53:08 +08:00
Stefan Broenner
ae71b7cff9
* feat(pivottable): Add date grouping by Days/Months/Quarters/Years (Task 1 of Issue #219) Implements GroupByDate operation for PivotTable fields with support for all 4 date intervals. Excel automatically creates hierarchical groupings (e.g., Months + Years) for proper time-based analysis. CRITICAL DISCOVERY - NumberFormat Requirement: - Source data MUST be formatted with date NumberFormat BEFORE creating PivotTable - Without proper formatting, dates stored as serial numbers (e.g., 45672) with 'Standard' format - Excel silently fails to group plain numbers - grouping requires date-formatted data - Solution: Apply NumberFormat = 'm/d/yyyy' to source range before PivotTable creation Implementation: - Added DateGroupingInterval enum (Days, Months, Quarters, Years) - Implemented GroupByDate in RegularPivotTableFieldStrategy using Range.Group() - Uses PivotField.DataRange.Cells[1,1] for single cell grouping - Periods array: [Seconds, Minutes, Hours, Days, Months, Quarters, Years] - Hierarchical grouping: Months/Quarters automatically include Years - MCP Server: Added GroupByDate action to ExcelPivotTableTool with dateGroupingInterval parameter Infrastructure Changes: - Added xUnit logging support via MartinCostello.Logging.XUnit package - Added IExcelBatch.Logger property with proper STA thread affinity - Logger passed through batch operations for diagnostics Test Coverage (4 new tests, all passing): - GroupByDate_DaysInterval_CreatesDailyGroups - GroupByDate_MonthsInterval_CreatesMonthlyGroups - GroupByDate_QuartersInterval_CreatesQuarterlyGroups - GroupByDate_YearsInterval_CreatesYearlyGroups All 38 PivotTable tests passing. Technical Details: - Date serial: 45672 (Double) = 2025-01-15 (days since 1900-01-01) - DataRange for Row/Column fields = 'Items in the field' - Group() called on single cell, not entire range - Error logging preserved with #pragma CA1848 suppression Documentation: - XML docs on interface and implementation with NumberFormat requirement - Code examples showing proper date formatting Related: #219 (Task 1 complete) * feat(pivottable): Add numeric grouping + remove misleading Async naming (Task 2 of Issue #219) Implements GroupByNumeric operation for numeric field range grouping. Creates groups like 0-100, 100-200, 200-300 for age groups, price ranges, score bands. Implementation: - Uses Range.Group() with Start, End, By parameters - By parameter specifies interval size (e.g., 100) - Start/End nullable → null = auto-detect field min/max - Periods parameter ignored for numeric fields (only for dates) - Type casting required: double? → object for COM interop - VB.NET compatibility: Renamed 'end' parameter to 'endValue' BREAKING CHANGE (Code Quality Improvement): - Removed misleading 'Async' suffix from 21 synchronous methods in ExcelPivotTableTool - Methods are synchronous (no async/await/Task) but were incorrectly named - User observation: 'why do we have Async - everything is Sync!' (correct!) - Affected: List, Read, Create*, Delete, Refresh, *Field, GroupBy* methods - Impact: Code now accurately reflects synchronous implementation - No API change: Method names were internal/private Documentation Updates: - Rewrote mcp-server-guide.instructions.md to remove all Async references - Clarified that all action methods are synchronous - Tool signatures are 'async Task<string>' only for MCP SDK requirements - Updated all code examples to show synchronous patterns Test Coverage (3 new tests, all passing): - GroupByNumeric_AutoRange_CreatesNumericGroups (interval=100, auto min/max) - GroupByNumeric_CustomRange_CreatesNumericGroups (0-1000, interval=200) - GroupByNumeric_SmallInterval_CreatesFineGrainedGroups (interval=50) - Fixed aggregation function: Use AggregationFunction.Count for text fields Technical Details: - Type casting: start.HasValue ? (object)start.Value : true - COM interop: Excel expects object type for Group() parameters - VB.NET interop: 'end' keyword conflict → renamed to 'endValue' - OLAP: Not supported (returns clear error with Power Pivot guidance) All 41 PivotTable tests passing (38 existing + 3 new). Related: #219 (Task 2 complete) * feat(pivottable): Add calculated fields with formulas Implements Task 3 of Issue #219: CreateCalculatedField operation FEATURES: - Regular PivotTables: Full support via CalculatedFields.Add() API - OLAP PivotTables: NotSupported (use DAX measures instead) - Formula syntax: =FieldName1 operator FieldName2 (e.g., =Revenue-Cost) - Operators: + - * / ^ () IMPLEMENTATION: - IPivotTableFieldStrategy: CreateCalculatedField interface method - RegularPivotTableFieldStrategy: Uses pivot.CalculatedFields().Add() - OlapPivotTableFieldStrategy: Returns NotSupported with DAX workflow hint - PivotTableCommands.CalculatedFields.cs: Routes to correct strategy - PivotTableAction.CreateCalculatedField: New enum value - ExcelPivotTableTool: MCP Server integration with formula parameter - PivotFieldResult: Added Formula property for result tracking TESTS: - 4 new regular PivotTable tests (multiplication, subtraction, complex, addition) - 1 new OLAP test using DataModelTestsFixture - Tests cover: formulas with different operators and parentheses - OLAP test verifies NotSupported behavior with proper error messages COMPATIBILITY: - All 41 existing PivotTable tests passing (no regressions) - Total: 46 passing tests (41 existing + 5 new) Closes Task 3 of #219 * feat(pivottable): Add layout and subtotals control (Task 4 of Issue #219) Implements Task 4 of Issue #219: SetLayout and SetSubtotals operations FEATURES: - Layout control: Compact (default), Tabular, Outline forms - Subtotals control: Show/hide automatic subtotals per field - Full support for both regular and OLAP PivotTables LAYOUT FORMS: - Compact (0): All row fields in single column with indentation - Tabular (1): Each field in separate column, subtotals at bottom - Outline (2): Each field in separate column, subtotals at top IMPLEMENTATION: - IPivotTableFieldStrategy: SetLayout and SetSubtotals interface methods - RegularPivotTableFieldStrategy: Uses RowAxisLayout() and field.Subtotals[1] - OlapPivotTableFieldStrategy: Full support for both operations - PivotTableCommands.Layout.cs: Routes to correct strategy - PivotTableCommands.Subtotals.cs: Routes to correct strategy - PivotTableAction: SetLayout and SetSubtotals enum values - ExcelPivotTableTool: MCP Server integration with layout and subtotalsVisible parameters TESTS: - 6 new tests covering all layout forms and subtotals scenarios - Tests for both regular and OLAP PivotTables - Round-trip verification tests COMPATIBILITY: - All 46 existing PivotTable tests passing (no regressions) - Total: 52 passing tests (46 existing + 6 new) CLOSES #219: All 4 tasks complete - Task 1: Date grouping (committed52d1a6d) - Task 2: Numeric grouping (committed2d58a45) - Task 3: Calculated fields (committed6b6d683) - Task 4: Layout & Subtotals (this commit) Issue #219 complete - PivotTable automation fully expanded * feat(pivottable): Add grand totals control (Task 5 of Issue #219) Implements feature #8 from Issue #219: SetGrandTotals operation for independent row/column grand totals control in PivotTables. FEATURES: - Row grand totals control: Show/hide bottom summary row - Column grand totals control: Show/hide right summary column - Independent control: Configure row and column separately - Full support: Both regular and OLAP PivotTables IMPLEMENTATION: - IPivotTableFieldStrategy: SetGrandTotals interface method using pivot.RowGrand/ColumnGrand properties - RegularPivotTableFieldStrategy: Direct COM property assignment - OlapPivotTableFieldStrategy: Same COM properties (full OLAP support) - PivotTableCommands.GrandTotals.cs: Routes to appropriate strategy via factory - PivotTableAction: SetGrandTotals enum value added - ExcelPivotTableTool: MCP Server integration with showRowGrandTotals/showColumnGrandTotals parameters TESTS: - 6 new tests covering all show/hide combinations - Test scenarios: show both, hide both, show row only, show column only, multiple sequential changes, round-trip persistence - All tests passing (58 total: 52 existing + 6 new) VERIFICATION: - Build: 0 warnings, 0 errors - Tests: 58/58 passing (all PivotTable tests) - Pre-commit: All checks passed (COM leaks, coverage, naming, switch completeness, success flag, MCP smoke test) CLOSES #219: All required features complete - Priority 1 (Tasks 1-4 from commits 2417b84, 3cd4a15, c93e44b, 4826ca5): Date grouping, numeric grouping, calculated fields, layout & subtotals ✅ - Feature #8 (Task 5 - this commit): Grand totals control ✅ - Features #6-7 not needed per requirements (OLAP drill, connection management) * docs: Update operation counts and shorten release notes for Issue #219 - Updated PivotTable actions: 20 → 21 (added SetGrandTotals operation) - Updated total operations: 163 → 164, total actions: 155 → 156 - Added CHANGELOG entry with Task 5 features (grand totals, grouping, calculated fields, layout/subtotals) - Shortened release workflow notes ~70% to reduce redundancy with main README - Files updated: README.md, vscode-extension/README.md, gh-pages/index.md, ExcelMcp.McpServer/README.md, CHANGELOG.md, release-mcp-server.yml * Merge remote-tracking branch 'origin/main' into feature/pivottable-expansion-219
92 lines
2.3 KiB
JSON
92 lines
2.3 KiB
JSON
{
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"name": "excel-mcp",
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"displayName": "Excel MCP Server",
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"description": "Excel automation for AI assistants - manage Sheets, Power Query, DAX, VBA, Tables, Ranges, Formatting, Validation & more - requires Excel to be installed",
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"version": "1.1.3",
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"publisher": "sbroenne",
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"icon": "icon.png",
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"repository": {
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"type": "git",
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"url": "https://github.com/sbroenne/mcp-server-excel"
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},
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"bugs": {
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"url": "https://github.com/sbroenne/mcp-server-excel/issues"
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},
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"homepage": "https://github.com/sbroenne/mcp-server-excel#readme",
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"license": "MIT",
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"engines": {
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"vscode": "^1.106.0"
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},
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"os": [
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"win32"
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],
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"categories": [
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"AI",
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"Chat",
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"Data Science"
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],
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"keywords": [
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"mcp",
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"model context protocol",
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"excel",
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"microsoft",
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"office",
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"spreadsheet",
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"automation",
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"power query",
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"m language",
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"dax",
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"data model",
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"power pivot",
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"vba",
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"macro",
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"table",
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"copilot",
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"ai",
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"github copilot",
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"data analysis"
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],
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"activationEvents": [
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"onStartupFinished"
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],
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"extensionDependencies": [
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"ms-dotnettools.vscode-dotnet-runtime"
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],
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"main": "./out/extension.js",
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"files": [
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"out/**",
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"bin/**",
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"README.md",
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"CHANGELOG.md",
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"LICENSE",
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"icon.png"
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],
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"contributes": {
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"mcpServerDefinitionProviders": [
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{
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"id": "excel-mcp",
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"label": "ExcelMcp - Excel Automation"
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}
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]
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},
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"scripts": {
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"clean": "cd .. && dotnet clean src/ExcelMcp.McpServer/ExcelMcp.McpServer.csproj -c Release",
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"build:mcp-server": "npm run clean && cd .. && dotnet publish src/ExcelMcp.McpServer/ExcelMcp.McpServer.csproj -c Release -r win-x64 --self-contained -o vscode-extension/bin --verbosity minimal",
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"vscode:prepublish": "npm run build:mcp-server && npm run compile",
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"compile": "tsc -p ./",
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"watch": "tsc -watch -p ./",
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"package": "npm run build:mcp-server && vsce package",
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"lint": "eslint src --ext ts"
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},
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"devDependencies": {
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"@types/node": "^22.19.1",
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"@types/vscode": "^1.106.1",
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"@typescript-eslint/eslint-plugin": "^8.46.2",
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"@typescript-eslint/parser": "^8.46.2",
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"@vscode/vsce": "^3.7.0",
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"eslint": "^9.39.1",
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"typescript": "^5.9.3",
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"typescript-eslint": "^8.47.0"
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}
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}
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