Claude/dependabot updates counter risk j z8vg

.github/workflows/release.yml

@@ -0,0 +1,91 @@
+# Builds a versioned Windows operator bundle using PyInstaller.
+# Downloads the artifact from the GitHub Actions run summary page.
+#
+# Trigger modes:
+# - Manual dispatch (workflow_dispatch)
+# - Push of a version tag (e.g. v0.1.0)
+
+name: Release
+
+on:
+  workflow_dispatch:
+    inputs:
+      ref:
+        description: "Branch, tag, or SHA to build from (defaults to the current branch)"
+        required: false
+        default: ""
+  push:
+    tags:
+      - "v*.*.*"
+
+concurrency:
+  group: release-${{ github.ref }}
+  cancel-in-progress: true
+
+jobs:
+  build-windows:
+    name: Build Windows bundle
+    runs-on: windows-latest
+
+    steps:
+      - name: Checkout repository
+        uses: actions/checkout@v6
+        with:
+          ref: ${{ inputs.ref || github.ref }}
+
+      - name: Set up Python
+        uses: actions/setup-python@v6
+        with:
+          python-version: "3.11"
+
+      - name: Install dependencies
+        run: |
+          python -m pip install --upgrade pip
+          pip install -r requirements.txt
+          pip install -e ".[dev]"
+
+      - name: Read version
+        id: version
+        shell: bash
+        run: echo "version=$(cat VERSION | tr -d '\r\n')" >> "$GITHUB_OUTPUT"
+
+      - name: Build executable with PyInstaller
+        run: pyinstaller -y release.spec
+
+      - name: Assemble release bundle
+        run: >
+          python -m counter_risk.build.release
+          --version-file VERSION
+          --output-dir release
+          --force
+
+      - name: Verify bundle contents
+        shell: bash
+        run: |
+          set -euo pipefail
+          VERSION="${{ steps.version.outputs.version }}"
+          BUNDLE="release/${VERSION}"
+          for path in \
+            "${BUNDLE}/VERSION" \
+            "${BUNDLE}/manifest.json" \
+            "${BUNDLE}/counter_risk_runner.xlsm" \
+            "${BUNDLE}/run_counter_risk.cmd" \
+            "${BUNDLE}/request_counter_risk_remote.cmd" \
+            "${BUNDLE}/process_counter_risk_remote.cmd" \
+            "${BUNDLE}/remote_trigger_testing.md" \
+            "${BUNDLE}/README_HOW_TO_RUN.md" \
+            "${BUNDLE}/bin/counter-risk.exe"
+          do
+            if [ ! -e "$path" ]; then
+              echo "MISSING: $path" && exit 1
+            fi
+            echo "OK: $path"
+          done
+
+      - name: Upload bundle artifact
+        uses: actions/upload-artifact@v4
+        with:
+          name: counter-risk-${{ steps.version.outputs.version }}-windows
+          path: release/${{ steps.version.outputs.version }}/
+          if-no-files-found: error
+          retention-days: 30

docs/RELEASE_CHECKLIST.md

@@ -1,5 +1,14 @@
 # Release Checklist
 
+## Prerequisites
+
+- Run all steps on **Windows** if producing an operator bundle — PyInstaller
+  produces a platform-native binary. A Windows build is required for the
+  work PC deployment.
+- Ensure `assets/templates/counter_risk_template.xlsm` is present and up to
+  date. The release assembler builds `counter_risk_runner.xlsm` from this
+  template automatically.
+
 ## Build the executable with PyInstaller
 
 ```bash
@@ -17,7 +26,12 @@ Expected output:
 python -m counter_risk.build.release --version-file VERSION --output-dir release --force
 ```
 
-This creates `release/<version>/...` including the bundled executable and metadata files.
+This creates `release/<version>/...` including:
+- The bundled executable
+- `counter_risk_runner.xlsm` built from `assets/templates/counter_risk_template.xlsm`
+  with version metadata injected
+- Remote trigger scripts and documentation
+- Config, templates, fixtures, and metadata files
 
 ## Validate bundle contents
 
@@ -29,27 +43,56 @@ test -f "${BUNDLE_DIR}/manifest.json"
 test -d "${BUNDLE_DIR}/templates"
 test -f "${BUNDLE_DIR}/config/fixture_replay.yml"
 test -f "${BUNDLE_DIR}/run_counter_risk.cmd"
+test -f "${BUNDLE_DIR}/counter_risk_runner.xlsm"
+test -f "${BUNDLE_DIR}/request_counter_risk_remote.cmd"
+test -f "${BUNDLE_DIR}/process_counter_risk_remote.cmd"
+test -f "${BUNDLE_DIR}/remote_trigger_testing.md"
 test -f "${BUNDLE_DIR}/README_HOW_TO_RUN.md"
 test -f "${BUNDLE_DIR}/bin/counter-risk" || test -f "${BUNDLE_DIR}/bin/counter-risk.exe"
 ```
 
+## Update config paths for the target environment
+
+The config YAML files (`config/all_programs.yml`, `config/ex_trend.yml`,
+`config/trend.yml`) contain paths to source data files. Before deploying to
+the work PC, update these to point to the actual data location:
+
+```yaml
+# Example — replace with real paths for the operator's machine
+mosers_all_programs_xlsx: "N:\\Data\\MOSERS Counterparty Risk Summary 12-31-2025 - All Programs.xlsx"
+output_root: "C:\\CounterRisk\\runs\\all_programs"
+```
+
+Config files can be edited directly in `release/<version>/config/` after
+assembly without rebuilding.
+
 ## Validate Runner XLSM macros manually (Windows Excel)
 
 Use the manual checklist in [runner_xlsm_macro_manual_verification.md](runner_xlsm_macro_manual_verification.md).
 
 Minimum required release validation:
 
-1. Build the runner workbook with the release version from `VERSION`.
-   ```bash
-   python -m counter_risk.build.xlsm --template-path assets/templates/counter_risk_template.xlsm --output-path dist/counter_risk_runner.xlsm --version "$(cat VERSION | tr -d '\n\r')"
+1. Inspect the built workbook in the bundle:
+   ```
+   release/<version>/counter_risk_runner.xlsm
    ```
 2. Follow the **Manual Macro/Button Check** section and record results.
-3. Rebuild with a bumped version value (for example, `--version 1.2.4`).
+3. To test a version bump, build a fresh workbook explicitly:
    ```bash
-   python -m counter_risk.build.xlsm --template-path assets/templates/counter_risk_template.xlsm --output-path dist/counter_risk_runner.vnext.xlsm --version 1.2.4
+   python -m counter_risk.build.xlsm \
+     --template-path assets/templates/counter_risk_template.xlsm \
+     --output-path dist/counter_risk_runner.vnext.xlsm \
+     --version 1.2.4
    ```
 4. Follow the **Version Bump Regression Check** section and record results.
 
+## Confirm macro trust on the work PC
+
+Before the first run on the operator machine, confirm one of:
+- The bundle folder is added to Excel's **Trusted Locations**, or
+- The workbook is signed with a trusted code-signing certificate, or
+- The operator is prompted and clicks **Enable Content** on first open
+
 ## Run the release workflow in CI
 
 Trigger from GitHub CLI:
@@ -74,9 +117,14 @@ scripts/verify_release_workflow_dispatch.sh release.yml <branch-or-tag>
 ## Expected bundle contents
 
 - `bin/counter-risk` (or `bin/counter-risk.exe` on Windows)
-- `run_counter_risk.cmd`
-- `templates/`
-- `config/fixture_replay.yml` (default config file)
+- `counter_risk_runner.xlsm` — operator Excel entrypoint (versioned)
+- `run_counter_risk.cmd` — fallback CLI launcher
+- `request_counter_risk_remote.cmd` — remote request submission script
+- `process_counter_risk_remote.cmd` — remote request worker script
+- `remote_trigger_testing.md` — remote trigger flow documentation
+- `templates/` — PPT and XLSM output templates
+- `config/` — workflow YAML configs (update paths before deployment)
+- `fixtures/` — test fixture artifacts
 - `VERSION`
 - `manifest.json`
-- `README_HOW_TO_RUN.md` (title includes `How to run`)
+- `README_HOW_TO_RUN.md`

src/counter_risk/build/release.py

@@ -11,6 +11,8 @@
 from datetime import UTC, datetime
 from pathlib import Path
 
+from counter_risk.build.xlsm import build_xlsm_artifact
+
 RELEASE_NAME_PREFIX = "counter-risk"
 EXECUTABLE_BASENAME = "counter-risk"
 LOGGER = logging.getLogger(__name__)
@@ -94,15 +96,23 @@ def _copy_tree_filtered(
     return copied
 
 
-def _copy_runner_xlsm(root: Path, bundle_dir: Path) -> list[Path]:
-    src = root / "Runner.xlsm"
-    if not src.is_file():
+def _build_runner_xlsm(root: Path, bundle_dir: Path, version: str) -> list[Path]:
+    template = root / "assets" / "templates" / "counter_risk_template.xlsm"
+    if not template.is_file():
         raise ValueError(
-            f"Required Excel runner not found at '{src}'. "
-            "Ensure Runner.xlsm is present in the repository root before building a release."
+            f"Required XLSM template not found at '{template}'. "
+            "Ensure assets/templates/counter_risk_template.xlsm is present "
+            "before building a release."
         )
     dst = bundle_dir / "counter_risk_runner.xlsm"
-    shutil.copy2(src, dst)
+    run_date = datetime.now(UTC)
+    build_xlsm_artifact(
+        template_path=template,
+        output_path=dst,
+        as_of_date=run_date.date(),
+        run_date=run_date,
+        version=version,
+    )
     return [dst]
 
 
@@ -330,7 +340,7 @@ def assemble_release(version: str, output_dir: Path, *, force: bool = False) ->
     bundle_dir.mkdir(parents=True, exist_ok=True)
 
     copied: dict[str, list[Path]] = {}
-    copied["runner_xlsm"] = _copy_runner_xlsm(root, bundle_dir)
+    copied["runner_xlsm"] = _build_runner_xlsm(root, bundle_dir, version)
     copied["templates"] = _copy_templates(root, bundle_dir)
     copied["fixtures"] = _copy_fixture_artifacts(root, bundle_dir)
 

src/counter_risk/build/xlsm.py

@@ -113,7 +113,7 @@ def _replace_zip_member(zip_path: Path, member_name: str, member_bytes: bytes) -
             info.compress_type = ZIP_DEFLATED
             target.writestr(info, member_bytes)
 
-        temp_path.replace(zip_path)
+        shutil.move(str(temp_path), zip_path)
     finally:
         temp_path.unlink(missing_ok=True)
 

tests/test_release_bundle.py

@@ -2,18 +2,31 @@
 
 from __future__ import annotations
 
+import io
 import json
 import os
 import re
 import subprocess
 import sys
 from pathlib import Path
+from zipfile import ZipFile
 
 import pytest
 
 from counter_risk.build import release
 from tests.utils.assertions import assert_numeric_outputs_close
 
+
+def _make_minimal_xlsm() -> bytes:
+    """Return bytes for a minimal valid XLSM (ZIP) with a docProps/core.xml stub."""
+    buf = io.BytesIO()
+    with ZipFile(buf, "w") as zf:
+        zf.writestr(
+            "docProps/core.xml",
+            b'<?xml version="1.0" encoding="UTF-8" standalone="yes"?><cp:coreProperties/>',
+        )
+    return buf.getvalue()
+
 _FORBIDDEN_RUNNER_ENTRYPOINT_PATTERN = re.compile(
     r"\bpython(?:\.exe)?\b|\bpy(?:\.exe)?\b|\.py\b",
     re.IGNORECASE,
@@ -30,10 +43,11 @@ def _write_fake_repo(root: Path) -> None:
     (root / "release.spec").write_text("# fake\n", encoding="utf-8")
     (root / "config" / "fixture_replay.yml").write_text("name: fixture\n", encoding="utf-8")
     (root / "templates" / "Monthly Counterparty Exposure Report.pptx").write_bytes(b"ppt-template")
-    (root / "assets" / "templates" / "counter_risk_template.xlsm").write_bytes(b"xlsm-template")
+    (root / "assets" / "templates" / "counter_risk_template.xlsm").write_bytes(
+        _make_minimal_xlsm()
+    )
     (root / "tests" / "fixtures" / "fixture.xlsx").write_bytes(b"xlsx")
     (root / "tests" / "fixtures" / "fixture.pptx").write_bytes(b"fixture-ppt")
-    (root / "Runner.xlsm").write_bytes(b"fake-runner-xlsm")
     (root / "scripts" / "windows" / "request_counter_risk_remote.cmd").write_text(
         "@echo off\necho request\n", encoding="utf-8"
     )
@@ -396,36 +410,46 @@ def test_release_bundle_executable_runs_fixture_replay_and_matches_numeric_fixtu
     )
 
 
-def test_copy_runner_xlsm_copies_to_bundle_root(tmp_path: Path) -> None:
+def test_build_runner_xlsm_produces_bundle_artifact(tmp_path: Path) -> None:
     repo_root = tmp_path / "repo"
-    repo_root.mkdir(parents=True, exist_ok=True)
-    (repo_root / "Runner.xlsm").write_bytes(b"fake-runner")
+    (repo_root / "assets" / "templates").mkdir(parents=True, exist_ok=True)
+    (repo_root / "assets" / "templates" / "counter_risk_template.xlsm").write_bytes(
+        _make_minimal_xlsm()
+    )
     bundle_dir = tmp_path / "bundle"
     bundle_dir.mkdir(parents=True, exist_ok=True)
 
-    result = release._copy_runner_xlsm(repo_root, bundle_dir)
+    result = release._build_runner_xlsm(repo_root, bundle_dir, "1.2.3")
 
     assert len(result) == 1
     assert result[0] == bundle_dir / "counter_risk_runner.xlsm"
-    assert result[0].read_bytes() == b"fake-runner"
+    assert result[0].is_file()
+    # Confirm version metadata was injected (file is a valid ZIP)
+    with ZipFile(result[0]) as zf:
+        core_xml = zf.read("docProps/core.xml").decode("utf-8")
+    assert "1.2.3" in core_xml
 
 
-def test_copy_runner_xlsm_raises_when_missing(tmp_path: Path) -> None:
+def test_build_runner_xlsm_raises_when_template_missing(tmp_path: Path) -> None:
     repo_root = tmp_path / "repo"
     repo_root.mkdir(parents=True, exist_ok=True)
     bundle_dir = tmp_path / "bundle"
     bundle_dir.mkdir(parents=True, exist_ok=True)
 
-    with pytest.raises(ValueError, match="Required Excel runner not found"):
-        release._copy_runner_xlsm(repo_root, bundle_dir)
+    with pytest.raises(ValueError, match="Required XLSM template not found"):
+        release._build_runner_xlsm(repo_root, bundle_dir, "1.0.0")
 
 
 def test_copy_remote_scripts_copies_both_cmd_files(tmp_path: Path) -> None:
     repo_root = tmp_path / "repo"
     scripts_dir = repo_root / "scripts" / "windows"
     scripts_dir.mkdir(parents=True, exist_ok=True)
-    (scripts_dir / "request_counter_risk_remote.cmd").write_text("@echo request\n", encoding="utf-8")
-    (scripts_dir / "process_counter_risk_remote.cmd").write_text("@echo process\n", encoding="utf-8")
+    (scripts_dir / "request_counter_risk_remote.cmd").write_text(
+        "@echo request\n", encoding="utf-8"
+    )
+    (scripts_dir / "process_counter_risk_remote.cmd").write_text(
+        "@echo process\n", encoding="utf-8"
+    )
     bundle_dir = tmp_path / "bundle"
     bundle_dir.mkdir(parents=True, exist_ok=True)
 
@@ -467,15 +491,15 @@ def test_assemble_release_includes_runner_xlsm_and_remote_scripts(
     assert "process_counter_risk_remote.cmd" in manifest["artifacts"]["remote_scripts"][1]
 
 
-def test_assemble_release_fails_fast_when_runner_xlsm_missing(
+def test_assemble_release_fails_fast_when_xlsm_template_missing(
     tmp_path: Path, monkeypatch: pytest.MonkeyPatch
 ) -> None:
     repo_root = tmp_path / "repo"
     _write_fake_repo(repo_root)
-    (repo_root / "Runner.xlsm").unlink()
+    (repo_root / "assets" / "templates" / "counter_risk_template.xlsm").unlink()
     output_dir = tmp_path / "release"
 
     monkeypatch.setattr(release, "repository_root", lambda: repo_root)
 
-    with pytest.raises(ValueError, match="Required Excel runner not found"):
+    with pytest.raises(ValueError, match="Required XLSM template not found"):
         release.assemble_release("3.0.0", output_dir)