Bezalu.ProjectReporting

A comprehensive project reporting solution that integrates with ConnectWise Manage to generate AI-powered project completion reports.

Overview

This solution consists of three main projects:

1. Bezalu.ProjectReporting.API - Azure Functions backend API that generates project completion reports
2. Bezalu.ProjectReporting.Web - Blazor WebAssembly frontend for interactive report viewing and PDF export
3. Bezalu.ProjectReporting.Shared - Shared DTOs for consistent contracts between API and frontend

Features

Project Completion Reports

Generate detailed project completion reports that include:

• Timeline Analysis: Compare planned vs actual project duration with variance calculations
• Budget Analysis: Track estimated vs actual hours with budget adherence metrics
• Phase Breakdown: Detailed information for each project phase including notes
• Ticket Summaries: Complete ticket information with status, hours, and notes
• AI-Powered Insights: Azure OpenAI generates comprehensive summaries analyzing:
  • Ticket and phase action completion
  • Time budget adherence
  • Schedule adherence to planned start/end dates
  • Notes quality compared to actual task completion
  • Overall project performance assessment
  • Recommendations and insights

Getting Started

Prerequisites

• .NET 9.0 SDK
• Azure Functions Core Tools (for local development)
• ConnectWise Manage API credentials
• Azure OpenAI resource and API key

Configuration

1. Navigate to Bezalu.ProjectReporting.API
2. Copy local.settings.json and update with your credentials:
   • ConnectWise API credentials (company ID, public/private keys, client ID)
   • Azure OpenAI endpoint and API key

See API README for detailed configuration instructions.

Running Locally

cd Bezalu.ProjectReporting.API
func start

Testing the API

curl -X POST http://localhost:7071/api/reports/project-completion \
  -H "Content-Type: application/json" \
  -d '{"projectId": 12345}'

API Endpoints

POST /api/reports/project-completion

Generates a comprehensive project completion report for the specified project ID.

Request Body:

{
  "projectId": 12345
}

Response: Returns a detailed JSON report including project summary, timeline analysis, budget analysis, phase details, ticket summaries, and AI-generated insights. See the API README for complete response schema.

Architecture

Backend (API)

• Azure Functions with Isolated Worker Model
• .NET 9.0 runtime
• Service Layer Architecture:
  • IConnectWiseApiClient: HTTP client wrapper for ConnectWise Manage API
  • IAzureOpenAIService: Azure OpenAI integration for generating summaries
  • IProjectReportingService: Orchestrates data gathering and report generation
• Dependency Injection: All services registered and configured in Program.cs
• DTOs: Clean separation between API contracts and internal models

Frontend (Web)

• Blazor WebAssembly with Fluent UI components
• Interactive report visualization with tabs for phases and tickets
• AI-generated summary rendered as Markdown using Markdig
• PDF export functionality (posts existing report to API to avoid regeneration)
• Integrated with Azure Static Web Apps for deployment and authentication

Project Structure

CW-ProjectReporting/
├── Bezalu.ProjectReporting.API/
│   ├── DTOs/                    # Data Transfer Objects
│   ├── Functions/               # Azure Function endpoints
│   ├── Models/                  # ConnectWise entity models
│   ├── Services/                # Business logic and API clients
│   ├── Program.cs               # Startup and DI configuration
│   ├── host.json               # Azure Functions host configuration
│   ├── local.settings.json     # Local development settings (not in git)
│   └── README.md               # Detailed API documentation
├── Bezalu.ProjectReporting.Web/
│   ├── Pages/                   # Blazor pages (Home.razor)
│   ├── Layout/                  # Layout components
│   ├── wwwroot/                 # Static assets and JS helpers
│   ├── staticwebapp.config.json # Azure Static Web Apps configuration
│   └── Program.cs               # Blazor WebAssembly startup
└── Bezalu.ProjectReporting.Shared/
    └── DTOs/                    # Shared data transfer objects

Security

• Authentication: Azure Static Web Apps with Azure AD (Entra ID) integration
  • API endpoints use AuthorizationLevel.Anonymous at the Function level
  • Authentication enforced by Static Web Apps configuration - requires authenticated role for /api/* routes
  • Unauthenticated requests receive 401 and redirect to Azure AD login
• Configuration: API keys and credentials stored in Azure App Settings (use Azure Key Vault in production)
• Source Control: local.settings.json excluded from source control
• Scanning: No vulnerabilities detected by CodeQL security scanning

Authentication Flow

1. User accesses the Blazor WebAssembly app hosted on Azure Static Web Apps
2. Static Web Apps enforces authentication via Azure AD (configured in staticwebapp.config.json)
3. Unauthenticated users are automatically redirected to /.auth/login/aad (Azure AD login)
4. Authenticated users receive session cookies from SWA
5. API requests include SWA authentication cookies automatically
6. SWA validates authentication before forwarding requests to Azure Functions
7. Azure Functions trust the SWA authentication layer (no additional function-level auth required)

Important: The staticwebapp.config.json must include:

• navigationFallback with /.auth/* exclusion to ensure authentication endpoints work correctly
• responseOverrides for 401 status to automatically redirect unauthenticated users
• Exclusions for Blazor static assets (_framework/*, _content/*) from the SPA fallback

Development Notes

• All services use dependency injection for testability
• Comprehensive error handling and logging
• Async/await throughout for optimal performance
• Clean architecture with separation of concerns

Future Enhancements

• Add visual charts for timeline and budget variance trends
• Implement additional report types (financial analysis, resource utilization)
• Add caching layer for ConnectWise API responses
• Add unit and integration tests
• Implement batch report generation
• Add Excel export capability
• Implement browser-side caching (localStorage) for recent reports

Documentation

• API Documentation - Detailed API documentation, configuration, and usage
• ConnectWise API Reference: https://developer.connectwise.com/

License

See LICENSE.txt for details.