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Refinement with workplans
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workplans/GUIDE-BOARD-WP-0007-report-and-export-maturity.md
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workplans/GUIDE-BOARD-WP-0007-report-and-export-maturity.md
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---
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id: GUIDE-BOARD-WP-0007
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type: workplan
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title: "Report And Export Maturity"
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repo: guide-board
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domain: markitect
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status: active
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owner: codex
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planning_priority: medium
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planning_order: 7
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created: "2026-05-15"
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updated: "2026-05-15"
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state_hub_workstream_id: "ef9351d2-e99c-470e-aeec-f17aa51eae14"
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---
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# GUIDE-BOARD-WP-0007: Report And Export Maturity
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## Purpose
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Improve guide-board's human and machine-readable reporting so assessment output
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is easier to review, compare, and hand off. The current JSON assessment package
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and Markdown report are useful baselines. The next layer should support
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extension report fragments, portable export formats, and stronger trend and gate
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summaries.
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## Background
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Real assessment consumers need different report surfaces. Engineers need concise
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run feedback, product teams need readiness summaries, compliance reviewers need
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traceable evidence and boundaries, and external systems may need portable JSON
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or later OSCAL-style interchange. This workplan keeps those surfaces derived
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from the same evidence package.
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## Boundary
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This workplan owns generic report and export mechanics. It does not implement
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authority-specific final submission formats unless they can be represented as
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extension-provided fragments or exporters.
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## D7.1 - Report Fragment Plug-in Contract
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```task
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id: GUIDE-BOARD-WP-0007-T001
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status: todo
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priority: high
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state_hub_task_id: "bf3fe163-b06d-4c2e-9b45-31721864e1f2"
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```
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Acceptance:
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- Define how extensions declare Markdown or structured report fragments.
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- Load fragments safely from extension roots and include them in run reports
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without allowing arbitrary file access.
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- Give fragments access to the assessment package, evidence, mappings, policy
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summary, and source lock data.
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- Add a fixture fragment and tests.
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## D7.2 - Portable Export Formats
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```task
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id: GUIDE-BOARD-WP-0007-T002
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status: todo
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priority: high
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state_hub_task_id: "fda51e62-98aa-408e-a057-4db40fe7c644"
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```
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Acceptance:
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- Add one or more portable export outputs derived from the assessment package.
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- Start with a stable JSON export manifest before considering OSCAL or other
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external interchange formats.
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- Preserve certification boundary and source lock references in each export.
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- Document which exports are generic and which must remain extension-owned.
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## D7.3 - Trend And Gate Report Improvements
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```task
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id: GUIDE-BOARD-WP-0007-T003
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status: todo
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priority: medium
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state_hub_task_id: "33c3089a-9d5e-4605-89c4-a1e070bc12ad"
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```
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Acceptance:
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- Improve retained trend and gate outputs for human review.
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- Surface status changes, unexpected finding deltas, mapping target changes, and
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unresolved review items.
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- Keep machine-readable gate summaries stable for automation.
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- Add CLI report helpers or Markdown summaries where useful.
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## D7.4 - Golden Fixtures And Documentation
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```task
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id: GUIDE-BOARD-WP-0007-T004
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status: todo
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priority: medium
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state_hub_task_id: "66669f68-6728-4484-9ec9-267ffe025027"
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```
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Acceptance:
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- Add golden fixture outputs for reports and exports.
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- Document report fragment and export authoring in the extension SDK.
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- Update assessment operations with report/export retrieval examples.
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- Ensure report text remains clear about preparation evidence versus formal
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certification.
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## Definition Of Done
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- Extensions can contribute report fragments through a documented contract.
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- The core emits portable export artifacts derived from the assessment package.
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- Trend and gate summaries are more useful to humans without breaking
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automation.
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- Golden fixtures guard report and export shape.
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