Files
dave d1b0ac992e Add CompanyName and Department to the results CSV
Add-PersonaRunResult now optionally accepts the normalized UserRecord and
pulls CompanyName/Department from it for the results.csv row, via
TryGetValue rather than the Properties dictionary indexer so a record built
without those keys doesn't throw. Kept off the PersonaDecisionResult/audit
contract on purpose - this is CSV-only, not a widening of what gets logged.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
2026-08-25 00:25:36 -04:00

94 lines
4.6 KiB
Markdown

# Contract: `Invoke-PersonaEngine.ps1`
The engine entry point. Retrieval, evaluation, reporting, and controlled persistence.
## Signature
```powershell
[CmdletBinding(SupportsShouldProcess = $true, ConfirmImpact = 'High')]
param(
[Parameter()][string] $ConfigPath = './config/persona-engine.json',
[Parameter()][guid] $UserObjectId,
[Parameter()][string] $OutputPath,
[Parameter()][guid] $CorrelationId
)
```
`SupportsShouldProcess` supplies `-WhatIf` and `-Confirm`. `-Verbose` and `-Debug` are common
parameters and are **not** declared.
## Parameter contract
| Parameter | Required | Behaviour |
| --- | --- | --- |
| `-ConfigPath` | No | Path to the JSON configuration. Defaults to `./config/persona-engine.json`, resolved against the current directory, when omitted. Validated through all four layers before any connection is made (FR-002). |
| `-WhatIf` | No | **The approved no-write control.** Reads, evaluation, comparison, console output, summaries, and audit records all behave identically to enforcement; zero write requests are issued (FR-017, SC-004). |
| `-UserObjectId` | No | Single-user execution for validation. Skips enumeration; retrieves one user. |
| `-OutputPath` | No | Overrides the configured audit output path where permitted. |
| `-CorrelationId` | No | Supplied run identifier. Generated when absent. Appears on every audit record. |
| `-Verbose` | No | Operational detail. **MUST NOT** alter write behaviour. |
| `-Debug` | No | Enables condition-value tracing (Principle V). **MUST NOT** imply read-only — a `-Debug` run without `-WhatIf` writes. |
## Mode determination
```text
$PSCmdlet.ShouldProcess() returns $false -> Preview mode -> no write request constructed or sent
$PSCmdlet.ShouldProcess() returns $true -> Enforce mode -> write permitted, subject to FR-016
```
Mode MUST be derived from `ShouldProcess` alone. A separate boolean "preview" flag is prohibited —
two sources of truth for the write gate is precisely the defect class Principle III exists to
prevent.
## Write gate (FR-016)
A write is issued only when **all** hold:
1. Evaluation completed successfully (`Outcome != EvaluationError`).
2. `CalculatedPersona != StoredPersona` (ordinal comparison, case-sensitive for change detection).
3. The target attribute is non-blank and present in `approvedWritableAttributes`.
4. `ShouldProcess` returned `$true` for this user.
Failing any of these yields `Unchanged`, `WouldUpdate`, or `Skipped` — never a silent write.
## Output contract
- **Per user, immediately after evaluation** (FR-018, SC-012): one console line carrying UPN,
Account Object ID, outcome, matched rule ID, stored value, calculated value, and action.
- **Every `summaryInterval` users** (FR-019): a table of all business rules with match counts, plus
outcome totals, elapsed wall-clock time since the run started, and a reconciliation check.
- **At completion**: a final summary regardless of interval, including when the interval is `0`
(FR-020).
- **Every summary, interim and final**: `logging.resultsFileName` (default `results.csv`, written
next to the audit log) is overwritten with one row per account processed so far — Account Object
ID, UPN, the assigned persona or outcome status, company name, and department.
- **Reconciliation** at every summary: `Processed = Matched + Unclassified + EvaluationError`
(FR-021). A mismatch is logged as an engine defect, at `Error` severity.
- **Audit records**: see [audit-record.md](audit-record.md).
## Exit codes
| Code | Condition |
| --- | --- |
| `0` | Successful run; no fatal processing errors |
| `1` | Configuration validation failure |
| `2` | Authentication / authorization failure |
| `3` | User enumeration failure |
| `4` | Fatal required data-provider failure |
| `5` | Reconciliation failure |
| `6` | Unexpected fatal engine error |
Every code MUST be reachable and returned for its documented condition (SC-011). A per-user
`EvaluationError` does **not** by itself terminate the run; the final status reports the affected
count and applies `evaluationErrorThreshold` when configured.
## Invariants (test-asserted)
| Invariant | Assertion |
| --- | --- |
| Zero writes under `-WhatIf` | The write adapter is mocked; call count is `0` over a full synthetic population (SC-004) |
| Single-attribute body | Every captured request body has exactly one key, equal to `engine.targetAttribute` (SC-005) |
| Idempotence | Second consecutive run over unchanged input issues zero writes (SC-002) |
| Determinism | Same fixture set, shuffled input order, identical results (SC-003) |
| Exactly one outcome | Every processed user appears in exactly one outcome bucket (SC-001) |