Refresh documentation for current collection behavior

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# Batch Collection Implementation Roadmap
## Purpose
This is the staged implementation plan for `docs/roadmap/batch.md`. Implement
the stages in order. The feature has two goals:
- route all upstream Weather API collection through a canonical
`internal/collect` package;
- update `run morning` and `run evening` so they use one collected snapshot and
dynamically add future Daily reports only for dates with complete hourly
coverage.
This is an implementation roadmap only. Background, user intent, and target
policy live in `docs/roadmap/batch.md`.
## Global Constraints
- Preserve public CLI syntax.
- Preserve managed workspace artifact paths.
- Preserve distributor upload behavior and paths.
- Keep Weather API HTTP details inside `internal/adapters/weatherapi`.
- Keep source collection in `internal/collect`.
- Keep batch planning in `internal/app`.
- Keep report definitions in `internal/report`.
- Do not make `internal/collect` aware of report IDs, prompt IDs, or batch
names.
- Do not add config fields for partial Daily coverage.
- Do not create a workflow engine, scheduler package, or plugin system.
- Do not remove 3-Day or Weekend report definitions in this change.
## Stage 1: Add Canonical Collection Package
Goal: introduce `internal/collect` as the only app-facing upstream collection
API while preserving current behavior.
Implementation:
- Add `internal/collect`.
- Define:
```go
type Request struct {
Config config.Config
}
type Result struct {
Bundle *weatherdata.Bundle
}
```
- Add `Run(ctx context.Context, req Request) (*Result, error)`.
- `Run` should construct the Weather API adapter with `weatherapi.New` and call
`client.FetchBundle(ctx)`.
- Return an actionable error when adapter construction or fetch fails.
- Keep the returned data normalized as `*weatherdata.Bundle`; do not derive
`facts.CollectedFacts` or `facts.DerivedFacts` in this package.
- Update `internal/app.FetchBundle` and `FetchAndSaveBundle`, if retained, to
call `collect.Run` rather than constructing `weatherapi.New` directly.
Tests:
- Add `internal/collect` tests using a local Weather API test server or a small
adapter seam if needed.
- Keep existing `FetchAndSaveBundle` app tests passing.
- Ensure collection errors include collection/fetch context without leaking
secrets.
Acceptance:
- `internal/collect` owns app-facing Weather API collection.
- `internal/app.FetchBundle` no longer constructs `weatherapi.New` directly.
- No report or batch behavior changes yet.
Validation:
```sh
go test ./internal/collect ./internal/app ./internal/adapters/weatherapi
git diff --check
```
## Stage 2: Add App Collection Seam
Goal: make collection testable from app orchestration without requiring live
Weather API calls.
Implementation:
- Add a narrow app-owned collector interface, for example:
```go
type Collector interface {
Run(context.Context, collect.Request) (*collect.Result, error)
}
```
- Add a default adapter that calls `collect.Run`.
- Add `Collector` fields to `GenerateRequest` and `BatchRequest`.
- Default to the real collector when the request does not provide one.
- Do not expose collector options through CLI.
Tests:
- Add app tests proving `Generate` uses the provided collector.
- Add app tests proving collection failure stops generation before report
execution.
- Add batch tests proving `RunBatchDetailed` can use a fake collector in later
stages.
Acceptance:
- App orchestration can be tested with a fake collector.
- CLI behavior is unchanged.
- External adapter types do not leak into app request or result structs.
Validation:
```sh
go test ./internal/app ./internal/cli
git diff --check
```
## Stage 3: Make Report Generation Require Collected Data
Goal: remove hidden Weather API fetching from `GenerateReport`.
Implementation:
- Add a collection field to `ReportRequest`, for example:
```go
Collection collect.Result
```
- Update `Generate` to:
- collect once;
- resolve the requested report;
- pass the collection into `GenerateReport`.
- Update `GenerateReport` to use `req.Collection.Bundle`.
- If `req.Collection.Bundle` is nil, return an actionable error such as
`collected weather bundle is required`.
- Remove the direct `FetchBundle` call from `GenerateReport`.
- Keep `BuildReportFacts` unchanged: it should still receive a
`*weatherdata.Bundle`.
- Update all app tests that call `GenerateReport` directly to pass a collected
test bundle through `ReportRequest.Collection`.
Tests:
- Add or update tests proving single-report generation collects once.
- Add or update tests proving `GenerateReport` fails before state writes when
no collected bundle is provided.
- Keep generated-text, notification, state, and output-copy tests passing with
the explicit collection field.
Acceptance:
- `GenerateReport` has no direct Weather API fetch path.
- Single-report commands still produce the same artifacts.
- `GenerateReport` has an explicit data dependency.
Validation:
```sh
go test ./internal/app ./internal/cli
rg -n "weatherapi\\.New|\\.FetchBundle\\(" internal
git diff --check
```
Expected grep matches at this stage should be limited to
`internal/collect`, `internal/adapters/weatherapi`, and their tests, plus any
transitional app fetch helper tests that explicitly verify `FetchBundle`.
## Stage 4: Add Hourly Full-Day Coverage Helper
Goal: isolate the Daily eligibility rule before changing batch behavior.
Implementation:
- Add helper logic in `internal/app/batch_plan.go`.
- The helper should inspect `weatherdata.ForecastRun` hourly periods and return
eligible future Daily dates.
- Inputs should include:
- hourly forecast run;
- `now`;
- loaded report timezone/location.
- The helper should:
- start candidate Daily expansion at the day after tomorrow;
- compute local civil days with `timeutil.CivilDay`;
- build required hourly start instants by stepping from civil-day start to
civil-day end in one-hour increments;
- require every required start instant to exist as a valid hourly period
`StartTime`;
- require matching periods to have valid end times after start times;
- scan candidate dates through the maximum local date represented by hourly
period start times;
- return dates in ascending local date order;
- return no dates when hourly data is missing.
- Use exact start-time matching, not overlap-only matching.
Tests:
- Full ordinary local day with starts `00:00` through `23:00` is eligible.
- Missing one required hour makes the date ineligible.
- Partial final day is skipped.
- Today and tomorrow are never returned by expansion.
- Multiple eligible future days are returned in order.
- Non-hourly or invalid periods are ignored.
- DST transition days use actual civil-day hourly instants.
- Missing hourly forecast returns no dynamic Daily dates.
Acceptance:
- Daily eligibility is tested independently from batch execution.
- The helper does not resolve reports, call Weather API, write state, or invoke
Scriptorium.
Validation:
```sh
go test ./internal/app
git diff --check
```
## Stage 5: Add Shared Batch Planner
Goal: make morning and evening batch membership app-owned and data-aware.
Implementation:
- Continue using `report.BatchForCommandName` for CLI validation.
- Add an internal planned report type in `internal/app`, for example:
```go
type plannedBatchReport struct {
Resolved report.Resolved
OutputCopyName string
}
```
- Implement app-owned batch planning in `internal/app/batch_plan.go`.
- Morning plan:
- resolve `report.Today`;
- resolve `report.Tomorrow`;
- resolve `report.Daily` for each eligible future date from Stage 4.
- Evening plan:
- resolve `report.Tomorrow`;
- resolve `report.Daily` for each eligible future date from Stage 4.
- Resolve dynamic Daily reports by setting `ResolveRequest.Date` to the target
local date.
- Dynamic Daily planned reports should set `OutputCopyName` to
`daily-YYYY-MM-DD.md`.
- Today and Tomorrow should use their report definition batch output names.
- Remove `three-day` and `weekend` from morning planning.
- Stop using `report.Registry.BatchReports` from app batch execution. Either
remove that method if it becomes unused, or leave it unused only if tests or
docs still need it temporarily. Do not allow app batch execution to use it.
Tests:
- Morning order is Today, Tomorrow, then Daily dates.
- Evening order is Tomorrow, then Daily dates.
- Dynamic Daily dates start day after tomorrow.
- 3-Day and Weekend are absent from morning.
- Dynamic Daily resolves valid periods for the requested dates.
- Planned dynamic Daily output copy names are date-qualified.
- Unknown batch names still fail through existing CLI/report validation.
Acceptance:
- Batch membership is owned by `internal/app`.
- Batch membership is based on one collected bundle.
- `internal/collect` has no report or batch policy.
Validation:
```sh
go test ./internal/app ./internal/report ./internal/cli
git diff --check
```
## Stage 6: Use One Collection Result Per Batch
Goal: make both batch commands collect once and reuse that collection for every
report.
Implementation:
- Update `RunBatchDetailed` to:
- resolve the effective time;
- collect once using the request collector/default collector;
- plan the batch from that collection;
- pass the same `collect.Result` into every `GenerateReport` call.
- If collection fails, return before generating any report.
- Update batch report result construction to use `plannedBatchReport`.
- Update `batchOutputPath` or replace it with planned output-copy path logic:
- if `OutputDir` is empty, return empty output path;
- if `planned.OutputCopyName` is non-empty, use that;
- otherwise use `resolved.Definition.BatchOutputName`;
- join with `OutputDir`.
- Preserve per-report failure behavior after planning: later reports continue
after a report failure.
- Preserve notification failure behavior.
Tests:
- Counted or fake collector proves one collection call for morning.
- Counted or fake collector proves one collection call for evening.
- Collection failure prevents any renderer calls.
- Report failure still allows later planned reports to run.
- Notification failure still marks only that report failed and continues.
- `--out-dir` output paths use:
- `today.md` for Today;
- `tomorrow.md` for Tomorrow;
- `daily-YYYY-MM-DD.md` for dynamic Daily.
Acceptance:
- Both batch commands use one collection result per invocation.
- No report in a batch performs its own upstream fetch.
- Batch JSON and stderr behavior remain coherent.
Validation:
```sh
go test ./internal/app ./internal/cli ./internal/state
rg -n "weatherapi\\.New|\\.FetchBundle\\(" internal
git diff --check
```
Expected grep matches should be limited to `internal/collect`,
`internal/adapters/weatherapi`, and their tests.
## Stage 7: Remove Or Retire Legacy Static Batch Resolution
Goal: prevent future code from accidentally using stale batch membership.
Implementation:
- Inspect usages of `report.Registry.BatchReports`.
- If no longer needed, delete `Registry.BatchReports` and related tests.
- If keeping a reduced helper is necessary, document in code comments that app
batch planning is authoritative and ensure no production path calls the old
static membership helper.
- Update report-registry tests that currently assert old morning/evening
membership.
Tests:
- No production code path calls static registry batch membership.
- Report registry tests continue to cover report definitions, generated flags,
batch output names, and valid-period resolution as appropriate.
Acceptance:
- There is no stale static morning/evening membership path in production code.
- Future agents cannot accidentally reintroduce old Today/3-Day/Weekend
morning membership by calling a legacy helper.
Validation:
```sh
go test ./internal/report ./internal/app
rg -n "BatchReports\\(" internal
git diff --check
```
Expected `BatchReports` grep result should be empty or limited to tests or
comments that explicitly document it as non-production.
## Stage 8: Documentation Updates
Goal: update implemented documentation after the code behavior changes.
Implementation:
- Update `docs/cli.md`:
- morning batch now generates Today, Tomorrow, and eligible future Daily
reports;
- evening batch now generates Tomorrow and eligible future Daily reports;
- Daily eligibility is full hourly coverage.
- Update `docs/operations.md` with the same operator-facing behavior and
collection-failure behavior.
- Update `docs/internal/app-orchestration.md`:
- `internal/collect` boundary;
- one collection per command;
- app-owned batch planning;
- explicit collected data passed to report generation.
- Update `docs/internal/report-registry.md`:
- report definitions remain canonical for report metadata;
- batch membership is app-owned when data-dependent.
- Add a new implemented internal component doc for `internal/collect`, for
example `docs/internal/collect.md`.
- Do not describe future source families as implemented behavior.
Tests/checks:
- Grep docs for stale old batch language: Today/3-Day/Weekend morning,
Weekend except Sunday, Daily not part of scheduled batches.
- Confirm docs do not imply `internal/collect` owns report or batch policy.
Acceptance:
- Non-roadmap docs describe only implemented behavior.
- Operator docs and internal docs agree about batch membership.
Validation:
```sh
rg -n "3-Day|Weekend|scheduled batch|not part of scheduled|except on Sunday" docs README.md
git diff --check
```
## Stage 9: Final Validation
Goal: verify the completed migration and behavior end to end.
Run:
```sh
go test ./...
go run ./cmd/weatherreporter --help
rg -n "weatherapi\\.New|\\.FetchBundle\\(" internal
rg -n "BatchReports\\(" internal
git diff --check
```
Manual review:
- `weatherapi.New` and `.FetchBundle(` matches are limited to
`internal/collect`, `internal/adapters/weatherapi`, and their tests.
- `BatchReports(` matches are absent from production paths, or explicitly
documented as non-production if retained.
- `run morning` output summary can include multiple Daily reports without
duplicate `--out-dir` copy paths.
- `run evening` uses the same collection and dynamic Daily expansion logic as
morning.
- Managed workspace artifact paths are unchanged.
- Distributor upload paths are unchanged.
## Open Questions
None.