s360-reporter

name

s360-reporter

description

Generate S360 weekly reports for the Android Auth team. Fetches active action items from S360 MCP server, creates ADO work items (PBIs) for untracked items, and produces a polished Outlook-compatible HTML email report. Triggers include "S360 report", "generate S360 report", "weekly S360", "S360 status", "what are our S360 items", or any request to review, report on, or triage S360 action items for the Android Auth team.

S360 Weekly Report Generator

Generate a polished S360 weekly report for the Android Auth team. Fetches live data from the S360 MCP server, ensures every item has an ADO PBI, and produces an Outlook-compatible HTML email report.

Prerequisites

• Node.js must be available (for the committed merge/reduce/report scripts: merge-items.js, reduce-items.js, generate-report.js)
• S360 MCP Server must be running (configured in .vscode/mcp.json as s360-breeze-mcp)
• ADO MCP Server must be running (for PBI creation and lookup)
• M365 User MCP (m365-user) — for dynamic team member discovery via org chart
• WorkIQ MCP Server (optional) — used as fallback for pulling last week's email if the user doesn't provide it
• Read the Outlook HTML report prompt at {{VSCODE_USER_PROMPTS_FOLDER}}/outlook-html-report.prompt.md for HTML rendering rules before generating the report

Quick Mode

If the user says "quick S360" or "S360 status", run Steps 0–2 only and print a CLI summary instead of generating the full report. Example output:

S360 Status — Android Auth Team (Apr 8, 2026)
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
15 active items: 1 🔴 Out of SLA, 2 🟠 Approaching, 12 🟢 In SLA
7 items missing ETA

🔴 GDPR Streams Left to Review — moghosh — Due Mar 22 (17 days overdue)
🟠 Disable local auth for container registries — moghosh — Due Apr 12
🟠 Threat Model Review — zhangrichard — Due May 5

Skip PBI creation, report generation, and email drafting in quick mode.

Target Services

Service	Service Tree ID
AuthN SDK - MSAL Android	8d0d308e-cd5c-44a3-9518-43eeeb424b57
Microsoft Authenticator - Android	0b97f26e-fcfc-4ed1-95e9-1dca3a2fde3b

Decommissioned Scope

These service trees were removed and are no longer monitored. They must never be re-added to the fetch scope — even if they still appear in a pasted "last week's report" and even if their items are still active in S360:

Service (removed)	Service Tree ID
AuthN SDK - ADAL Android	937cdc57-1253-4b55-878e-5854368926a2

merge-items.js enforces this as a hard denylist: items targeting these GUIDs are always dropped (from both the service and person queries), and the GUID is stripped even if passed via a team.json serviceIds override. Do not attempt to work around it by adding the owning manager's alias or the GUID to "recover" such items — see Step 1e's decommissioned-scope guard.

KPIs Where ETA Is Not Applicable

Some S360 KPIs do not have an ETA column in the portal. For items belonging to these KPIs, show "N/A" in the ETA field instead of "Missing ETA ⚠". Do NOT count them in the "Missing ETA" summary count.

KPI ID	KPI Name
d573888d-4c6f-81cc-7992-50dc17c87d83	[Compl-CC1.3] Data Type Classification (GDPR)

Maintaining this list: If the user reports that an item shows "Missing ETA ⚠" but the S360 portal has no ETA column for it, add the KPI ID to this table.

Workflow

Step 0: Discover Team Members via Graph

Some S360 items (e.g., on-call readiness) are person-targeted (TargetType: "Person", TargetId: "alias") rather than service-targeted. Searching by service tree IDs alone misses these. To capture them, dynamically discover team member aliases from the org chart.

1. Get current user's manager:

   m365-user-GetManagerDetails(
     select: "id,displayName,userPrincipalName"
   )
   

   Extract the manager's id (GUID) and userPrincipalName.

2. Get all direct reports of the manager (= your teammates):

   m365-user-GetDirectReportsDetails(
     userId: "<manager UPN from step 1>",
     select: "id,displayName,userPrincipalName,jobTitle,accountEnabled"
   )
   

3. Filter and extract aliases:

   • Exclude accounts where userPrincipalName starts with SC- or sc- (non-EA service accounts)
   • Exclude accounts where accountEnabled is false
   • Extract alias from userPrincipalName by stripping @microsoft.com
   • Store the list of aliases and a display-name map for later use in the report

Fallback: If the M365 User MCP is unavailable, fall back to the ADO Teams API:

• Call mcp_ado_core_list_project_teams(project: "Engineering", mine: true)
• Find the team named "Auth Client - Android" and note its id
• Call the ADO REST API via terminal: Invoke-RestMethod -Uri "https://identitydivision.visualstudio.com/_apis/projects/Engineering/teams/{teamId}/members?api-version=7.1"
• Extract uniqueName values, strip @microsoft.com to get aliases

Step 0b: Collect Last Week's Report

Before fetching S360 data, ask the user if they have last week's S360 report available. This is the primary method for determining "new this week" items, resolved items, and pre-existing PBI assignments. Use the ask_user tool:

question: "Do you have last week's S360 report to paste? This helps detect new/resolved items and avoid duplicate PBIs. You can paste the report text, or skip and I'll try to find it automatically."
choices: ["I'll paste it now", "Skip — find it automatically"]

If the user pastes the report:

1. Parse the pasted text for:
   • Item titles with owners — each row in the report table
   • AB# references — extract numeric ADO work item IDs (e.g., AB#12345, Product Backlog Item 12345, or Bug 12345)
   • ADO work item URLs — links like dev.azure.com/.../workitems/12345
   • SLA states — Missed SLA, Near SLA, In SLA
2. Build a previous report map: title → { pbi, owner, slaState }. Exclude any items belonging to a decommissioned service (see "Decommissioned Scope", e.g. ADAL Android). They are out of scope this week and must not enter the week-over-week diff — do not list them as resolved and do not use them to expand the fetch scope.
3. Store this map for use in:
   • Step 1e (resolved items = items in last week's map but NOT in current active set)
   • Step 3 (existing PBIs = AB# numbers from the map)
   • Step 5 (new items = items in current active set but NOT in last week's map)

If the user skips or doesn't respond: Fall back to automatic discovery in Step 3a (WorkIQ → Mail Search → proceed without).

Step 1: Fetch S360 Data

Fetch items from two sources and merge them:

1a: Service-targeted items

Call mcp_s360-breeze-m_search_active_s360_kpi_action_items with both service tree IDs:

request: {
  "pageSize": 50,
  "targetIds": [
    "8d0d308e-cd5c-44a3-9518-43eeeb424b57",
    "0b97f26e-fcfc-4ed1-95e9-1dca3a2fde3b"
  ]
}

If more than 50 items, paginate using the nextCursor field.

1b: Person-targeted items

Using the aliases discovered in Step 0, call mcp_s360-breeze-m_search_active_s360_kpi_action_items with assignedTo:

request: {
  "pageSize": 50,
  "assignedTo": ["alias1", "alias2", ...all team aliases from Step 0...]
}

This captures person-targeted items like on-call readiness checklists and certifications that are tied to individuals rather than service tree IDs.

Important: The assignedTo search returns ALL items for those aliases across Microsoft, including items from other team memberships. After fetching, filter results to only include items where one of these conditions is met:

• TargetType is "Person" AND TargetId exactly matches one of the team aliases
• TargetId matches one of our two service tree IDs
• CustomDimensions.TenantName contains "Auth Client", "MSAL", or "Authenticator"

Critical — do NOT expand group items: Each S360 item has exactly one AssignedTo and one TargetId. Treat each item as-is — one row per KpiActionItemId. Never split a single item into multiple rows by parsing names from the title or description. If multiple team members share the same on-call KPI, S360 creates separate items for each person (each with its own KpiActionItemId and AssignedTo). If an alias has no matching item in the API response, that person simply has no action item — do not fabricate one.

1c: Merge results

Use the committed merge-items.js script to filter person items to team-relevance and deduplicate by KpiActionItemId. The script encodes the filter rules from 1b and the dedup rule below, so they cannot be forgotten or re-implemented inconsistently across weekly runs.

# Write the team config (aliases + nameMap from Step 0) to a JSON file:
$team = @{ aliases = @('alias1','alias2',...); nameMap = @{ alias1='Name1'; ... } } |
  ConvertTo-Json -Depth 3
$team | Out-File -Encoding utf8 "$env:TEMP\s360-team.json"

# Run the merger (writes warnings/counts to stderr, merged JSON to --output):
node .github/skills/s360-reporter/merge-items.js `
  --service "$env:TEMP\s360-service.json" `
  --person  "$env:TEMP\s360-person.json" `
  --team    "$env:TEMP\s360-team.json" `
  --output  "$env:TEMP\s360-merged.json"

The script accepts MCP envelopes ({ result: { resources: [...] } }), trimmed envelopes ({ resources: [...] }), or bare arrays for the --service / --person inputs.

Filter logic (enforced by the script — do not duplicate ad-hoc):

• TargetType == "Person" AND TargetId is a team alias → keep
• TargetId is one of the two service tree GUIDs → keep
• CustomDimensions.TenantName matches an Auth-team pattern → keep
• AssignedTo alone is NOT sufficient — the person query already filters by assignedTo, so every returned item has a team-alias AssignedTo but many are for OTHER teams the person also belongs to. Items that match only AssignedTo with no direct relevance signal are dropped (the script logs sample drops to stderr for sanity checking).

Dedup: by KpiActionItemId. Cross-source duplicates (same item appearing in both service and person queries) are removed.

Fallback: If Node.js is unavailable, apply the filter + dedup logic manually following the rules above. Do not invent new merging rules — anything that collapses items into fewer rows MUST honor the per-finding exception in Step 2.

1d: Fetch KPI Metadata (for Program Names)

After merging, collect the unique KpiId values from all items and fetch metadata for each one:

mcp_s360-breeze-m_get_s360_kpi_metadata_by_kpi_id(kpiId: "<each unique KPI ID>")

Extract the displayName field from each response and build a KpiId → displayName map. These display names are the authoritative program/category labels (e.g., [SFI-ES4.2.4] Network Isolation for CFS endpoints, [Compl-CC1.3] Data Type Classification, Individual On-Call Readiness).

Cache results — multiple items share the same KpiId, so you only need one lookup per unique KPI, not per item.

Important: Validate that the KpiId is a proper GUID (8-4-4-4-12 hex format) before calling the API. Some raw data may have malformed IDs — if invalid, log a warning and fall back to the item Title as the program name.

1e: Detect Resolved Items (Week-over-Week)

To populate the "Resolved Since Last Week" section, compare the current S360 item set against last week's report:

1. Pull last week's S360 items via one of these sources (in priority order): a. User-provided report (from Step 0b) — if the user pasted last week's report, use the parsed previous report map. This is the most reliable source. b. Call mcp_s360-breeze-m_search_resolved_s360_kpi_action_items with the same targetIds and assignedTo used in 1a/1b. Cross-reference results against the user-provided report if available — only include items that appear in BOTH sources. c. If no user-provided report and the resolved search tool is unavailable, parse last week's email (from Step 3a) and extract the item titles + AB# numbers. d. If none of the above are available, skip this step.

2. Identify resolved items: Items that appeared in last week's report but are NOT in the current active set (from 1c) are considered resolved.

   Decommissioned-scope guard (critical): If an item from last week's report belongs to a decommissioned service (e.g. ADAL Android — see "Decommissioned Scope"), it is out of scope, not resolved. Exclude it from the diff entirely: do not report it as resolved, and do not "recover" it by re-adding the service tree GUID or the owning manager's alias to the fetch (in Step 1a/1b or via team.json). These items are intentionally no longer monitored even though they may still be active in S360; merge-items.js will drop them regardless. A missing decommissioned item is expected — it is not a false-resolved to be corrected.

3. For each resolved item, look up its ADO PBI state:

   • If the PBI is Done or Removed, mark as resolved with its AB# and assignee.
   • If the PBI is still open, the S360 item may have been resolved but the PBI wasn't closed — still include it in the resolved list but note the PBI state.

4. Store the resolved items list for use in Step 5 (report generation). Each resolved item should have: Title, AB#, Assignee, PBI State.

Fallback: If no previous report data is available, show a note in the report: "No resolved items were detected this week. If items were resolved manually, they may not appear here."

Step 2: Parse and Deduplicate Items

Use the committed reduce-items.js script to turn the merged items from Step 1c into logical report rows. The script encodes every dedup rule below — most importantly the CRITICAL per-finding exception — so they cannot be skipped or reinterpreted on each weekly run.

# Build a KpiId → displayName map from the metadata you fetched in Step 1d:
$kpiMap = @{
  'a0f0ce42-3063-5d3b-3b47-1ff3143abdc9' = '[SFI-PS3.1] Security Code Bugs'
  '2d6597da-8e08-4495-a4e1-954f7697a4a8' = 'SDL Annual Assessment'
  # ... (one entry per unique KpiId)
}
$kpiMap | ConvertTo-Json | Out-File -Encoding utf8 "$env:TEMP\s360-kpi.json"

# Run the reducer (warnings to stderr, reduced rows to --output):
node .github/skills/s360-reporter/reduce-items.js `
  --input        "$env:TEMP\s360-merged.json" `
  --kpi-metadata "$env:TEMP\s360-kpi.json" `
  --output       "$env:TEMP\s360-reduced.json"

What the reducer guarantees (the rules below are now enforced in code):

1. Extracts a per-item ADO work-item ID from URL (regex _workitems/edit/(\d+)), falling back to S360Dimensions.ADOWorkItemHTMLUrl. Warns on conflicts.
2. Resolves ETA by walking the item object for any key containing eta (case-insensitive) that parses as a strict ISO date. Picks the most recent.
3. Groups items into rows using:
   • wi:<ADOWorkItemId> if the item has a non-null, non-reused ADO ID → one row per work item (the per-finding case).
   • pf:<KpiActionItemId> if the item's KPI is in the script's PER_FINDING_KPIS set but URL is missing → still one row per item, so a temporary URL outage cannot silently umbrella-merge.
   • nowi:<KpiId>|<baseTitle>|<TargetId> otherwise → umbrella merge (CFS multi-endpoint case).
4. Detects reused work-item IDs (same ADO ID referenced by multiple distinct KpiId|baseTitle|TargetId tuples) and refuses to use them as grouping authority — prevents a shared template work item from collapsing unrelated items into one row.
5. Picks the worst-SLA + earliest-due item as the group representative (deterministic tiebreak on KpiActionItemId).
6. Sorts output rows deterministically by SLA, due date, program, title — same input always produces identical output.
7. Logs URL-coverage warnings for known per-finding KPIs when not every item has an ADO link.

Maintaining the PER_FINDING_KPIS set: If a new KPI is discovered where each S360 item maps to its own ADO Bug (e.g. accessibility per-issue, BinSkim per-rule), add its KpiId to the PER_FINDING_KPIS set near the top of reduce-items.js. The script will still do the right thing if you forget (URL-based grouping handles it as long as URLs are populated) — the set is a defense-in-depth fallback for missing URLs.

For each field the reducer extracts (and the rest of the workflow consumes):

Field	JSON Path	Notes
Title	Title	Required — sanitize before display (see below). If empty, use KPI displayName from Step 1d. Never leave blank. If the row is flagged with usesGenericS360Title: true, the workflow substitutes the ADO System.Title in Step 3e (see below).
Service	Map TargetId → service name from table above. For person-targeted items (TargetType: "Person"), use CustomDimensions.TenantName instead
Owner Alias	S360Dimensions.ActionOwnerAlias	Falls back to AssignedTo. If both empty → "unassigned". Overridden by ADO PBI assignee in Step 3e.
Owner Name	S360Dimensions.ActionOwner	If empty, use the nameMap from Step 0 to look up alias → display name. If still empty, use the alias as display name. Overridden by ADO PBI assignee in Step 3e.
Due Date	CurrentDueDate	Format as Mon DD, YYYY
SLA State	SLAState	Values: OutOfSla, ApproachingSla, InSla
ETA	See ETA Field Resolution below — do NOT just read CurrentETA	If no ETA can be resolved from any of the candidate fields AND KpiId is in the "ETA Not Applicable" table → show "N/A". If unresolved AND KpiId is NOT in that table → flag as "Missing ETA ⚠"
Status Notes	CurrentStatus	May be empty
Status Author	CurrentStatusAuthor
ADO Work Item	S360Dimensions.ADOWorkItemHTMLUrl	Empty does NOT mean no work item — also check the URL field (see next row)
S360 URL	URL	Remediation/action link from S360 API. May be aka.ms/..., IcM URL, or an ADO work-item URL. If it matches dev.azure.com/.../_workitems/edit/(\d+) or *.visualstudio.com/.../_workitems/edit/(\d+), extract the ID — that is the pre-created Bug/PBI for this specific S360 item (highest-priority work-item match — see Step 3d).
KPI ID	KpiId	For dedup
Action Item ID	KpiActionItemId	For dedup
Program Name	KPI metadata displayName (from Step 1d)	For grouping items by compliance area
usesGenericS360Title	(computed by reducer)	true when the S360 publisher reused one identical Title across many rows that each link to a distinct ADO work item (e.g. SDL Annual Assessment → 22 rows). When true, Step 3e substitutes the ADO System.Title for each row so the report shows the actual finding instead of the umbrella label.
Program Desc	CustomDimensions.S360_WavesMetadata[0].WaveDisplayName	Subtitle under program heading (optional)
Wave	Extract from CustomDimensions.S360_WavesMetadata[0].WaveDisplayName

Program Name: Use the KPI metadata displayName fetched in Step 1d via the KpiId → displayName map. This is the only reliable source for program/category names.

Do NOT use any of these fields for program names — they contain internal codes:

• CustomDimensions.initiative — contains internal IDs like "ADFunCompliance", "CyberEO"
• CustomDimensions.filter — contains codes like "ADFunGlobal"
• CustomDimensions.campaign — unreliable, often empty or internal
• CustomDimensions.Ingestion_KpiName — internal KPI ingestion label, not user-facing

ETA Field Resolution (CRITICAL — do not skip):

The S360 API does not always populate CurrentETA even when the S360 portal shows an ETA. This is especially common for items where SLAState == "OutOfSla" (Missed SLA) — the portal column reads "ETA (Missed SLA)" and the API surfaces the value under a different field name. Reading only CurrentETA causes valid ETAs to be reported as "No ETA" in the weekly report (a real bug reported by the team).

To resolve an item's ETA, check these fields in order and use the first non-null ISO-date value found:

1. CurrentETA
2. ETA
3. MissedSLAETA / ETAMissedSLA / ETA_MissedSLA (any casing/separator variant)
4. S360Dimensions.ETA / S360Dimensions.CurrentETA / S360Dimensions.MissedSLAETA
5. CustomDimensions.ETA / CustomDimensions.CurrentETA / CustomDimensions.MissedSLAETA
6. Any other top-level or nested key whose name contains the substring ETA (case-insensitive) and whose value parses as a valid ISO date or YYYY-MM-DD string. If multiple match, prefer the most recent (latest) date.

Diagnostic fallback — for any item where the resolved ETA is still null AND the KpiId is NOT in the "ETA Not Applicable" table AND SLAState == "OutOfSla", dump the raw item JSON to the console and grep -i eta it. If a new field name shows up, add it to the candidate list above (and to this file via a follow-up PR) so future runs pick it up automatically.

Do not treat the S360 SLAState/CurrentDueDate fields as ETA — those are separate (SLA deadline vs. owner's committed delivery date).

Title sanitization: S360 raw Title values often contain service tree GUIDs or overly technical text that is not suitable for display. Apply these cleanups:

1. Replace embedded GUIDs — If the title contains a service tree ID (e.g., "8d0d308e-cd5c-44a3-9518-43eeeb424b57 has streams left to review"), replace the GUID with the mapped service name (e.g., "MSAL Android has streams left to review") or use a cleaner description from the KPI metadata.
2. Set shortTitle — For long titles (especially CFS pipeline items), extract the meaningful suffix. For example, "Use CFS package feeds for pipeline: Publish msal to maven" → shortTitle: "Publish msal to maven".
3. Clean up resolved item titles — Apply the same sanitization to resolved items before rendering in the report.

Dedup (reference spec — implemented by reduce-items.js; documented here so reviewers can verify the script is doing the right thing and so the rules remain enforceable if Node.js is unavailable as a fallback): Some items appear multiple times with different KpiActionItemId but same or similar Title and TargetId. Apply dedup in two passes:

1. Exact dedup: Group by Title + TargetId. If duplicates, keep the one with worst SLA state (OutOfSla > ApproachingSla > InSla).

2. Fuzzy dedup: After exact dedup, check for items with the same KpiId and overlapping title text. Items with the same KPI but targeting different services (e.g., CFS pipeline items targeting 8 endpoints) should be merged into one row with a note like "(8 endpoints)" rather than listed 8 times.

   CRITICAL exception — never merge per-finding items with distinct work items. If two items share a KpiId but each item's URL (or S360Dimensions.ADOWorkItemHTMLUrl) resolves to a different ADO work-item ID, they are distinct findings and MUST be rendered as separate rows. Examples (verified — these KPIs publish one Bug per finding):

   • Security Code Bugs (KPI a0f0ce42-3063-5d3b-3b47-1ff3143abdc9, Nightwatch findings): each item has its own pre-created Bug in ADO (linked via URL). Render one row per finding, with pbi set to that Bug's ID — never collapse them under an umbrella PBI.
   • SDL Annual Assessment (KPI 2d6597da-8e08-4495-a4e1-954f7697a4a8): every finding has its own per-finding Bug linked via URL. Older versions of this workflow silently merged all SDL items into one row per service, hiding many distinct Bugs — do not regress.
   • Accessibility bugs, BinSkim per-rule findings, and similar per-finding KPIs follow the same rule.

   Merging is only appropriate when the items represent the same logical work (e.g., the same remediation applied to N targets, with no per-target work item). When in doubt, do not merge — rendering N rows is recoverable; merging hides distinct bugs and is the error mode this exception exists to prevent.

Presentation note for high-volume per-finding KPIs: When a single KPI legitimately produces many rows (e.g. 13 Nightwatch Bugs, 22 SDL Bugs), generate-report.js may render them under a single program header with a count badge and individual AB# links per row — but each row MUST remain individually present in the reducer's output (reduced.json). The reducer's job is data fidelity; visual rollup is the report's concern.

Step 3: Find Existing Work Items (PBIs or Bugs)

Before creating any new PBIs, search for existing ADO work items that already track each S360 item — these can be either Product Backlog Items or Bugs. The team frequently files Bugs for S360 items that represent regressions or defects (especially security/compliance items), and the skill must match those just like it matches PBIs. Do not restrict any lookup to Product Backlog Item only. Every search and merge step below applies equally to both work-item types.

3a: Pull last week's S360 email

Method 1: User-provided report (from Step 0b) — If the user already pasted last week's report, use the parsed map directly. This is the most reliable source and avoids issues with Purview-encrypted emails or WorkIQ failures. Skip Methods 2–3 entirely.

Method 2: WorkIQ (fallback if user skipped Step 0b) — Call mcp_workiq_ask_work_iq:

question: "Find the most recent email from the last 7 days with subject containing 'S360 Weekly Report' sent to [e-mail]. Return the full email body content including any AB# work item references."

Method 3: Ask user (fallback if WorkIQ errors) — Use ask_user to ask the user to paste last week's report content.

Parse the email/report body for:

• AB# references (e.g., AB#12345) — extract the number and the S360 item title nearby. AB# is type-agnostic — the referenced work item may be a PBI or a Bug (or any other type).
• Work item links — ADO URLs like dev.azure.com/.../workitems/12345 (also type-agnostic)
• Item titles with owners — build a title → (AB#, owner) map
• Both literal phrases Product Backlog Item 12345 and Bug 12345 map to the same AB# number; capture either

Build a map of S360 item title → AB# number from the previous report. These are known-good PBI assignments from last week.

If all methods fail, skip this step and continue with Step 3b. Do not fail the workflow.

3b: Search ADO for existing S360 work items (tag/title search)

Search for work items that are tagged s360 OR have S360 in the title. The WIQL below intentionally queries WorkItems (not WorkItemLinks and not type-filtered) so it returns both Bugs and PBIs — do not add a [System.WorkItemType] filter here:

SELECT [System.Id], [System.Title], [System.State], [System.AssignedTo], [System.WorkItemType]
FROM WorkItems
WHERE ([System.Tags] CONTAINS 's360'
       OR [System.Title] CONTAINS 'S360')
AND [System.State] <> 'Done'
AND [System.State] <> 'Removed'
ORDER BY [System.CreatedDate] DESC

Capture System.WorkItemType for each result so downstream steps know whether each matched item is a Bug or a PBI (useful in the report and for Step 4b).

If the WIQL tool is unavailable, search via mcp_ado_wit_my_work_items and filter results for titles containing S360 or [S360]. That tool also returns all work-item types by default — do not restrict to PBIs.

Also: if Step 3a returned AB# numbers, call mcp_ado_wit_get_work_items_batch_by_ids to fetch their current state. This catches work items from last week's email that may have been resolved since then — if state is Done or Removed, mark the S360 item as already handled and exclude it from the "needs PBI" list. Works for both Bugs and PBIs.

Build a map of S360 item title → AB# number + state + work-item type from ADO.

3c: Keyword-based search for pre-existing work items (CRITICAL)

Why this step exists: Team members often create work items for S360 items manually — without the [S360] prefix or tag, and frequently as Bugs rather than PBIs (especially for security/compliance defects). Step 3b will MISS these if the tag/title isn't present. Skipping this step creates duplicate work items. This step is mandatory.

For each S360 item that was NOT matched in 3a or 3b, perform a keyword search using the ADO work item search tool (search_workitem). Explicitly include both Product Backlog Item and Bug work-item types — do not let the tool default to PBIs only:

search_workitem(
  project: "Engineering",
  areaPath: "Engineering\\Auth Client\\Broker\\Android",
  searchText: "<2-4 distinctive keywords from the item title>",
  workItemType: ["Product Backlog Item", "Bug"],
  state: ["Committed", "New", "Active", "In Progress"],
  top: 5
)

If the search_workitem tool does not accept a workItemType parameter, run the search without a type filter (the tool's default returns all types). Do NOT post-filter the results down to PBIs only — keep Bug hits.

Keyword extraction rules:

• Use the most distinctive 2–4 words from the S360 item title
• Omit generic words like "required", "should", "the", "for", "is"
• Examples:
  • "MISE Compliance - 1.31.0+ [Wave 10]" → search: "MISE Compliance Wave 10"
  • "AuthN SDK - MSAL Android is required to onboard in Trusted Platform OneCompliance" → search: "OneCompliance Trusted Platform onboard"
  • "Establish and document a patch management process for DexGuard" → search: "DexGuard patch management"

Matching logic:

• If a result has the same core meaning as the S360 item (even without [S360] prefix), it's a match. Use title similarity — if 3+ significant words overlap, treat it as the same item.
• Record the pre-existing AB#, assignee, and System.WorkItemType (Bug or PBI).
• Bugs and PBIs are equally valid matches — the team uses Bugs for many security S360 items, so a Bug hit must be treated as "existing" just like a PBI hit.

Batch for efficiency: Group items into batches of 3–5 keyword searches at a time to reduce round-trips. Items that are very unique (e.g., on-call checklists with person names) can skip this step as they're unlikely to have pre-existing work items.

Mark matched items as existing — do NOT create new PBIs for them, regardless of whether the existing item is a Bug or a PBI.

3d: Merge work-item maps

For each S360 item, check if a work item (PBI or Bug) exists from any source:

1. ADO ID parsed from the S360 URL field — if URL matches dev.azure.com/.../_workitems/edit/(\d+) or *.visualstudio.com/.../_workitems/edit/(\d+), extract the ID. This is the per-item Bug/PBI created by the S360 publisher and is the most specific match available. Common for security KPIs (Nightwatch, accessibility, etc.) where each finding gets its own auto-filed Bug.
2. The S360 API field S360Dimensions.ADOWorkItemHTMLUrl (legacy linked-item field — often empty for newer KPIs that use URL instead; the linked item may be a PBI or a Bug; the URL doesn't encode the type)
3. Last week's email AB# references (from 3a) — confirmed human assignments
4. ADO tag/title search results (from 3b) — items explicitly tagged S360 (Bug or PBI)
5. ADO keyword search results (from 3c) — catches manually-created items (Bug or PBI) without the S360 tag

Priority: URL-parsed ADO ID (source 1) > ADOWorkItemHTMLUrl (source 2) > last week's email > keyword search (3c) > tag search (3b).

Rationale: A per-item ADO link in the URL field is the most authoritative match — it is the actual Bug/PBI the publisher created for that specific finding. Falling back to keyword/tag search for these items risks matching an unrelated umbrella PBI (e.g., one PBI for the whole KPI) and losing the per-bug granularity.

Title matching logic (for 3a, 3b, 3c):

• Normalize both titles identically before comparing: strip [S360] prefix, replace all non-alphanumeric characters (hyphens, underscores, brackets, etc.) with spaces, collapse multiple spaces to one, trim whitespace, lowercase. Apply the same normalizer to both the S360 title and the ADO/last-week-report title — mismatches occur when one side keeps punctuation (e.g., hyphens) and the other strips it.
• Match if the normalized S360 title is contained within the normalized ADO title, or vice versa
• For keyword search (3c): match if 3+ significant words overlap between titles
• Example: S360 "MISE Compliance - 1.31.0+ [Wave 10]" matches ADO "[S360] MISE Compliance - 1.31.0+ [Wave 10]" after normalization

Mark each item's status: existing (with AB# + URL + work-item type), needs-creation, or resolved (work item exists but is Done/Removed — skip from report).

3e: Override Owners (and Titles) from ADO Work Items

After matching is complete, for every item that has an existing work item (from any source), fetch the System.AssignedTo field and override the item's owner with the ADO assignee. This applies whether the matched work item is a PBI or a Bug — both have a System.AssignedTo field. This ensures the report reflects the actual owner, not the S360 default.

1. Collect all work-item IDs from matched items (Bugs and PBIs)
2. Call mcp_ado_wit_get_work_items_batch_by_ids with fields ["System.Id", "System.Title", "System.AssignedTo", "System.WorkItemType", "System.State"]
3. For each item with a matched work item:

   • Skip the assignee override if the ADO assignee is a bot / automation account. Treat as a bot if any of the following is true:

     • System.AssignedTo.displayName contains Copilot, Bot, Service, Agent, or Automation (case-insensitive)
     • System.AssignedTo.uniqueName starts with sc- or SC- (non-EA service accounts)
     • The display name matches a known automation identity (e.g., GitHub Copilot)

     For bot-assigned items, keep the S360-sourced ActionOwnerAlias — a bot assignment means "no human owner yet", not "the bot owns this work". Common case: Nightwatch security Bugs are auto-filed by the GitHub Copilot bot.

   • Otherwise: extract alias from ADO System.AssignedTo (strip @microsoft.com), set ownerAlias = ADO alias, ownerName = ADO display name.

   • If the row is flagged with usesGenericS360Title: true (set by reduce-items.js Pass 7), substitute the ADO System.Title for the row's Title so the report shows the actual finding instead of the umbrella label. Apply the same title sanitization (GUID → service name, etc.) afterward. Example: SDL Annual Assessment (KPI 2d6597da-…) publishes 22 rows all titled "SDL Annual Assessment", each linked to a distinct ADO Task — without this substitution every row would read "SDL Annual Assessment"; with it, rows read like "Use only approved cryptographic hash functions", "All issues identified by the Attack Surface Analyzer (ASA) tool must be fixed", etc.

4. Items WITHOUT a matched work item keep their S360-sourced owner and title (from Step 2)

Rationale (assignee): The S360 ActionOwnerAlias often defaults to the service dev owner or a team lead, while the ADO work item has been explicitly assigned to the person doing the work. The ADO assignment is more accurate — unless the ADO assignee is a bot, in which case the S360 owner is the better signal for the report.

Rationale (title): Some S360 KPIs (notably SDL Annual Assessment) reuse one generic umbrella Title across every sub-item while linking each one to its own per-finding ADO Task with a descriptive System.Title. Showing the umbrella title makes every row indistinguishable; substituting the ADO title makes the report actionable.

Step 4: Create Missing PBIs

For items marked needs-creation (i.e., items where Step 3 found neither a matching PBI nor a matching Bug):

Always create new items as Product Backlog Items, never as Bugs. The skill only converts unmatched S360 items into PBIs — existing Bugs are matched and reused (Step 3), but we don't file new Bugs from this skill.

1. Show a summary of what will be created (no confirmation needed — always create):

   Creating PBIs for 14 S360 items:
   - [Title 1] — Owner: alias — SLA: OutOfSla — Priority 1
   - [Title 2] — Owner: alias — SLA: InSla — Priority 3
   ...
   

2. Use default ADO configuration:

   • Area Path: Engineering\Auth Client\Broker\Android
   • Iteration: Compute from the current date (see formula below)
   • State: Committed
   • Tags: S360; AI-Generated
   • Priority: 1 for OutOfSla, 2 for ApproachingSla, 3 for InSla

   Iteration computation (from current date):

   month = current month (1-12)
   year2 = last 2 digits of year (e.g., 26)
   quarter = ceil(month / 3)  (1-4)
   half = quarter <= 2 ? 1 : 2
   monthAbbr = Jan|Feb|...|Dec
   
   path = Engineering\CY{year2}\CY{year2}H{half}\CY{year2}Q{quarter}\Monthly\CY{year2}Q{quarter}_M{month}_{monthAbbr}
   

   Example for April 2026: Engineering\CY26\CY26H1\CY26Q2\Monthly\CY26Q2_M4_Apr

3. For each item, create a PBI via mcp_ado_wit_create_work_item:

   {
     "project": "Engineering",
     "workItemType": "Product Backlog Item",
     "fields": [
       {"name": "System.Title", "value": "[S360] <item Title>"},
       {"name": "System.Description", "value": "<HTML with S360 details>", "format": "Html"},
       {"name": "System.AreaPath", "value": "<confirmed area path>"},
       {"name": "System.IterationPath", "value": "<confirmed iteration>"},
       {"name": "System.AssignedTo", "value": "<OwnerAlias>@microsoft.com"},  // OMIT this field if owner is empty — leave PBI unassigned
       {"name": "Microsoft.VSTS.Common.Priority", "value": "<1=OutOfSla, 2=Approaching, 3=InSla>"},
       {"name": "System.State", "value": "Committed"},
       {"name": "System.Tags", "value": "S360; AI-Generated"}
     ]
   }
   

   The description HTML should include:

   • S360 item title and service name
   • SLA state and due date
   • Link to S360 URL for remediation details
   • Current status notes (if any)
   • Wave information (if any)

4. Record the created AB# for each item.

Step 4b: Auto-Close Resolved Work Items

For each item in the resolved items list (from Step 1d) that has an associated ADO work item (PBI or Bug — applies to both):

1. Look up the work item state via mcp_ado_wit_get_work_items_batch_by_ids
2. If the state is NOT Done or Removed, transition it to Done (works for both Bugs and PBIs — both types support the Done state in the Engineering project):

   mcp_ado_wit_update_work_item(
     id: <work_item_id>,
     updates: [{ path: "/fields/System.State", value: "Done" }]
   )
   

3. Log which work items were auto-closed for the report's "Resolved" section (include the type — e.g., Bug AB#12345 vs PBI AB#67890)

If no work item is associated with a resolved item, skip it (no action needed).

Step 5: Generate HTML Report

Use the committed generator script at .github/skills/s360-reporter/generate-report.js to produce the HTML report. This script is data-driven — you prepare a JSON input file and the script handles all HTML rendering, Outlook compatibility, and styling.

5a: Prepare JSON input file

Write a JSON file to a temp location (e.g., $env:TEMP/s360_data.json) with this schema:

{
  "reportDate": "YYYY-MM-DD",
  "items": [
    {
      "title": "S360 item title",
      "shortTitle": "Abbreviated title (optional — generator falls back to title if null)",
      "service": "Service name (e.g., MSAL Android)",
      "ownerAlias": "alias",
      "ownerName": "Full Name",
      "sla": "OutOfSla | ApproachingSla | InSla",
      "due": "Mon DD, YYYY",
      "eta": "Mon DD, YYYY or null",
      "pbi": "12345 or null (ADO work item ID — PBI or Bug; generator adds AB# prefix)",
      "isNew": true,
      "s360Url": "https://s360.msftcloudes.com/...",
      "program": "Program display name",
      "programDesc": "Program subtitle/description (optional)",
      "subtitle": "Wave or campaign name (optional — renders inside TITLE column, do NOT set to service name since Service has its own column; leave null unless wave/campaign info is available)"
    }
  ],
  "resolved": [
    {
      "title": "Resolved item title",
      "assignee": "alias (just the alias — generator looks up display name from nameMap)",
      "pbi": "12345 or null (ADO work item ID — PBI or Bug; generator adds AB# prefix)"
    }
  ],
  "nameMap": {
    "alias": "Full Name"
  },
  "newItems": [
    { "title": "New item title", "service": "Service name" }
  ]
}

Field notes:

• items: All active S360 items from Steps 1–4 with work-item info attached
• resolved: Items from Step 1d that are no longer active
• nameMap: Alias → display name mapping from Step 0 (used for ownership table)
• newItems: Items not found in last week's email (new this week) — for the info callout
• isNew: Set true for newly created PBIs (shows 🆕 badge)
• pbi: This field is the ADO work item ID and accepts either a PBI or a Bug ID (the generator's pbiUrl() builds a type-agnostic ADO URL that works for both). When the matched item is a Bug, still put its ID here — do not leave it null.

5b: Run the generator

node .github/skills/s360-reporter/generate-report.js --input "$env:TEMP/s360_data.json" --output "C:\Users\shjameel\Desktop\s360-report-{date}.html"

The script produces a fully styled Outlook-compatible HTML report with:

• Header with team name, date badge, and service list
• Summary cards (Total, Out of SLA, Approaching, In SLA, No ETA)
• Severity distribution bar
• "New This Week" info callout (if any new items)
• Resolved items section
• Needs Attention cards for Out of SLA items
• Items by Compliance Area tables (grouped by program, sorted by severity)
• Ownership breakdown table
• Action Required callouts (missing owners, missing ETAs, new PBIs)
• Footer with dashboard links

Visual reference: See report-template.md for the HTML building blocks, color palette, and design rationale. The generator script implements these blocks programmatically.

Fallback: If Node.js is unavailable, fall back to manually assembling HTML using the building blocks in report-template.md — copy them verbatim and substitute placeholders.

Step 6: Save and Preview

1. Save HTML to C:\Users\shjameel\Desktop\s360-report-{date}.html

2. Open in browser for preview using Start-Process in terminal

3. Tell the user:

   Report saved to Desktop and preview opened in browser.
   To send: Open the browser preview → Select All (Ctrl+A) → Copy (Ctrl+C) →
   New Outlook email to [e-mail] → Paste (Ctrl+V) → Send.
   

SLA State Sort Order

1. OutOfSla (most urgent)
2. ApproachingSla
3. InSla

Within same SLA state, sort by CurrentDueDate ascending (earliest due first).

Edge Cases

• M365 User MCP unavailable: Fall back to ADO Teams API (see Step 0 fallback). If both are unavailable, skip person-targeted search and proceed with service-targeted items only. Add a callout in the report noting that on-call items may be missing.
• S360 MCP auth failure:Instruct user to restart MCP server via Command Palette → MCP: Restart Server → s360-breeze-mcp
• WorkIQ unavailable or no email found: Skip Step 3a entirely; rely on S360 API field and ADO search only. Do not fail the workflow.
• WorkIQ returns emails older than 7 days: The query is scoped to "last 7 days" to ensure freshness. If no email is found within that window, proceed without previous report data.
• ADO MCP unavailable: Skip PBI creation; generate report with "None" in PBI column and a callout noting ADO was unavailable.
• No items found: Generate a celebratory "all clear" report
• Multiple pages: Paginate using nextCursor until all items are fetched
• Owner alias empty: Show "Unassigned" in the report and flag for attention. When creating PBIs, omit the System.AssignedTo field entirely — do NOT fall back to the manager or AssignedTo from S360. Leave the PBI unassigned so the team can triage it manually.
• Work item (PBI or Bug) already exists but title doesn't match exactly: Use fuzzy matching — if an ADO item title contains the S360 item title (ignoring the [S360] prefix), consider it a match.
• Node.js unavailable: Fall back to manually assembling HTML from report-template.md building blocks. Copy blocks verbatim and substitute placeholders.
• Iteration computation edge cases: The formula CY{YY}Q{Q}_M{M}_{Mon} uses calendar month number (M=1–12). At year boundaries (Dec→Jan), ensure year rolls over. At quarter boundaries, ensure Q increments correctly (e.g., March=Q1, April=Q2).