PBIR Visual Manager — Review & Improvement Manifest

Generated: 2026-02-06 | Cycle: 1 | Status: Active Repository: https://github.com/JonathanJihwanKim/isHiddenInViewMode

This document serves as both the review findings record and the execution task manifest for improving the PBIR Visual Manager. It is regenerated each time the on-demand review cycle runs.

How to use this document:

The orchestrator agent generates/updates this file on main branch
Each task is self-contained — open a new Claude Code context and say: "Start Task N from AGENT_REVIEW_FINDINGS.md"
Each task creates its own git worktree, implements, merges to main, and cleans up
Tasks touching app.js must be executed serially (one at a time, merge before starting next)

1. Trend Research Summary

This section is populated by the orchestrator agent during each review cycle. When triggering a new cycle, say: "Run the review and improvement cycle for PBIR Visual Manager"

Research Process

The orchestrator agent researches these sources for current Power BI / Microsoft Fabric trends:

Source	URL	Focus
Microsoft Power BI Blog	https://powerbi.microsoft.com/blog/	Official feature announcements, PBIR format changes
Microsoft Fabric Blog	https://blog.fabric.microsoft.com/	Fabric integration, lakehouse, semantic models
SQLBI	https://www.sqlbi.com/articles/	DAX, data modeling best practices (Marco Russo, Alberto Ferrari)
Guy in a Cube (YouTube)	https://www.youtube.com/@GuyInACube	Power BI tips, new features walkthroughs
SQLBI (YouTube)	https://www.youtube.com/@SQLBI	Advanced analytics, performance tuning
Curbal (YouTube)	https://www.youtube.com/@CurbalEN	Power BI tutorials, community trends
Reddit r/PowerBI	https://www.reddit.com/r/PowerBI/	Community pain points, feature requests
GitHub PBIR repos	Search: "PBIR format" OR "Power BI enhanced report"	Format spec changes, tooling ecosystem
Power BI Community	https://community.powerbi.com/	User feedback, common issues

Research Output Template

When the orchestrator runs research, it fills in:

Key trends affecting this tool (e.g., PBIR format changes, new visual properties)
Community pain points this tool could address
New feature opportunities informed by trends
Deprecation risks (APIs, format changes to watch)

Current Cycle Research

To be populated when the review cycle is triggered. The orchestrator will fill this section with findings from the sources above.

2. Sub-Agent Definitions

Orchestrator Agent

Role: Research, document, coordinate, resolve merge conflicts
When invoked:
- Cycle trigger: Researches trends, audits codebase, writes this manifest
- Conflict resolution: When a task merge to main fails
Scope: Does NOT write application code. Only writes documentation and resolves git conflicts.
Trigger phrase: "Run the review and improvement cycle for PBIR Visual Manager"
Conflict trigger: "Resolve merge conflict for Task N"

Data/Logic Agent

Role: Modify data processing, state management, PBIR format handling
Focus areas in app.js:
- JSON parsing: processJsonFile(), readPageDisplayName()
- State management: filterHistory[], layerHistory[], interactionsHistory[]
- PBIR format logic: extractFilters(), getInteractionType(), computeDefaultInteractionType()
- Save/export: saveChanges(), exportFilterReport(), exportLayerReport(), exportInteractionsReport()
- Validation and error handling
- Batch processing: processBatchQueue(), getBatchSettings()
- File operations: scanForVisuals(), downloadFile()
May also create: New JS files (e.g., cli.js for the CLI tool)

UI/Presentation Agent

Role: Modify UI rendering, styling, UX, accessibility
Focus areas:
- styles.css — Themes, contrast, layout, animations, visual differentiation
- index.html — Structure, semantic markup, accessibility attributes, ARIA labels
- app.js render methods — renderFilterTable(), renderLayerTable(), renderInteractionMatrix(), renderInteractionList(), showToast(), showEmptyState()
- DOM event handling, keyboard navigation, tooltips
- Responsive design, mobile layout

3. Codebase Audit Summary

Snapshot as of 2026-02-06

Metric	Value
`app.js`	3,725 lines, ~480 methods, single `PBIRVisualManager` class
`index.html`	~500 lines, 4 tab panels + modals
`styles.css`	~1,800 lines, CSS custom properties, Van Gogh theme
Built-in presets	10 (with descriptions)
Browser requirement	Chrome / Edge / Opera (File System Access API)
Original findings	30 (from 2026-01-27 review)
Fixed findings	16
Remaining findings	14

Architecture Notes

Monolithic class: All logic in one PBIRVisualManager class — no module separation
No build system: Vanilla JS, CSS, HTML served as-is
No tests: No testing framework, no unit tests, no integration tests
State per tab: Each tab (Filter, Layer, Interactions, Batch) has independent history and selection state
File System Access API: Core dependency — limits browser support to Chromium-based browsers

Key Constraint for Task Execution

~95% of logic is in app.js. Any two tasks that modify app.js will conflict on merge. Tasks touching app.js MUST be serialized: complete and merge Task N before starting Task N+1. Only tasks limited to styles.css, index.html, or new files can run in parallel.

4. Task Registry

Overview

#	Task	Agent	Files Impacted	Serial/Parallel	Priority	Size	Status
T1	Bug fixes: history validation + memory leak	Data/Logic	`app.js`	Serial	Must-Have	S	Pending
T2	UX: disabled button tooltips + export clarity	UI/Presentation	`app.js`, `styles.css`	Serial	Should-Have	S	Pending
T3	Visual: tab differentiation with icons/accents	UI/Presentation	`styles.css`, `index.html`	Parallel	Nice-to-Have	S	Pending
T4	Keyboard shortcuts + navigation hints	Both	`app.js`, `index.html`	Serial	Should-Have	M	Pending
T5	Search and advanced filtering	Both	`app.js`, `index.html`, `styles.css`	Serial	Should-Have	L	Pending
T6	Pre-save validation and confirmation dialog	Both	`app.js`, `index.html`, `styles.css`	Serial	Should-Have	M	Pending
T7	Performance: virtual scrolling for large reports	Data/Logic	`app.js`, `styles.css`	Serial	Should-Have	L	Pending
T8	Change audit trail export	Data/Logic	`app.js`, `index.html`	Serial	Should-Have	M	Pending
T9	CLI tool for CI/CD integration	Data/Logic	New files only	Parallel	Should-Have	L	Pending
T10	Dependency tracking between visuals	Both	`app.js`, `index.html`, `styles.css`	Serial	Nice-to-Have	L	Pending
T11	Role-based access / reviewable changesets	Both	`app.js`, `index.html`, `styles.css`	Serial	Nice-to-Have	L	Pending

Size legend: S = ~30 min, M = ~1-2 hours, L = ~3+ hours (rough scope, not time estimates)

T1: Bug Fixes — History Validation + Memory Leak

Addresses: Finding #5 (Race condition), Finding #7 (Memory leak) Agent: Data/Logic Files: app.js Serialization: Serial (modifies app.js) Priority: Must-Have

Description

Two remaining bugs that could cause data corruption or resource leaks:

History entry validation (#5): filterUndo() handles both 'bulk' and 'single' entry types, but layerUndo() only handles 'bulk'. Neither validates that entry.changes exists or is an array before iterating. If history becomes corrupted, this will crash.
Memory leak in downloads (#7): downloadFile() creates Blob URLs via URL.createObjectURL() that may not be revoked if the download fails or is cancelled.

Acceptance Criteria

All undo methods (filterUndo, layerUndo, interactionsUndo) validate entry.changes is an array before iterating
layerUndo() handles both 'bulk' and 'single' entry types (match filterUndo() pattern)
downloadFile() wraps a.click() in try-finally to always call URL.revokeObjectURL(url)
No existing functionality broken

Specific Methods to Modify

filterUndo() — Add validation: if (!entry.changes || !Array.isArray(entry.changes)) return;
layerUndo() — Add 'single' entry type handling + validation
interactionsUndo() — Add validation if missing
downloadFile() — Wrap in try-finally for URL cleanup

Worktree

git worktree add ../pbir-task-1 -b task/1-bug-fixes-history-memory
# Work in ../pbir-task-1
# When done:
git checkout main && git merge task/1-bug-fixes-history-memory
git worktree remove ../pbir-task-1 && git branch -d task/1-bug-fixes-history-memory

T2: UX — Disabled Button Tooltips + Export Clarity

Addresses: Finding #16 (Disabled buttons), Finding #20 (Export purpose unclear) Agent: UI/Presentation Files: app.js, styles.css Serialization: Serial (modifies app.js) Priority: Should-Have

Description

Users see grayed-out buttons with no explanation, and don't understand what the export feature does or when to use it.

Acceptance Criteria

Disabled action buttons show tooltip on hover: "Select visuals first using checkboxes"
Export buttons show tooltip explaining the use case (e.g., "Export CSV: Document your filter settings in spreadsheet format")
Tooltips are styled consistently with the Van Gogh theme
Tooltips work in both dark and light mode

Recommended Approach

Use title attribute for simple tooltips, or create a CSS-only tooltip component if richer formatting needed
Add tooltip text to buttons in the render methods (renderFilterTable, renderLayerTable, etc.)
Style tooltips in styles.css to match the existing theme

Worktree

git worktree add ../pbir-task-2 -b task/2-ux-tooltips-export-clarity

T3: Visual — Tab Differentiation with Icons/Accents SUPERSEDED

Status: Superseded by Material Icons + Mature Van Gogh 2026 design overhaul (2026-02-06)

All T3 acceptance criteria have been addressed by the comprehensive design update:

Each tab has a unique color accent via --tab-filter-accent, --tab-layer-accent, --tab-interactions-accent, --tab-batch-accent
Tab icons replaced with distinct Google Material Icons Outlined (visibility, layers, hub, bolt)
Active tab uses color-mix() for per-tab accent backgrounds and colored left border
Changes span styles.css, index.html, and app.js (icon replacements)
Dark mode removed — single light theme with Van Gogh canvas aesthetic

Additional work delivered beyond T3 scope:

All 72 emoji/Unicode/HTML-entity icons replaced with Material Icons Outlined
Playfair Display serif font for headings
Canvas grain texture (SVG feTurbulence, 5% opacity)
Enhanced atmospheric swirl backgrounds (5 radial gradients)
Starry night accents in deep-blue sidebar
Impasto gradient borders (4px, 5-color)
Enhanced button hover glow effects

T4: Keyboard Shortcuts + Navigation Hints

Addresses: Finding #18 (No keyboard navigation hints), Finding #29 (Keyboard shortcuts) Agent: Both (Data/Logic for shortcut logic, UI/Presentation for hints display) Files: app.js, index.html Serialization: Serial (modifies app.js) Priority: Should-Have

Description

All interactions require mouse clicks. Power users expect standard shortcuts. No indication that keyboard navigation is available.

Acceptance Criteria

Ctrl+Z triggers undo on the active tab
Ctrl+S triggers save (with confirmation if pre-save validation exists)
Ctrl+A selects all visuals in the active tab
H sets selected visuals to Hidden (Filter tab) or locked (Layer tab)
V sets selected visuals to Visible/unlocked
Escape clears selection
Shortcut hints shown in button tooltips (e.g., "Undo (Ctrl+Z)")
Keyboard shortcut help accessible via ? key or help button

Specific Methods to Add/Modify

Add handleKeyboardShortcuts(event) method to PBIRVisualManager
Bind in bindEvents() with document.addEventListener('keydown', ...)
Route shortcuts based on this.activeTab value
Update button labels/tooltips in render methods to show shortcut hints

Worktree

git worktree add ../pbir-task-4 -b task/4-keyboard-shortcuts

T5: Search and Advanced Filtering

Addresses: Finding #25 (Search and advanced filtering) Agent: Both (Data/Logic for search logic, UI/Presentation for search UI) Files: app.js, index.html, styles.css Serialization: Serial (modifies app.js) Priority: Should-Have

Description

Only status-based filtering exists. Users cannot search by visual name, page, filter name, or visual type.

Acceptance Criteria

Search input field above each tab's table (or a global search bar)
Real-time filtering as user types (debounced, 200ms)
Searchable fields: Visual Name, Page Name, Filter Names, Visual Type
Filter dropdowns: by status (Hidden/Visible/Default), by page, by visual type
Search results count displayed
Clear search button
Search state does not affect selection state

Recommended Approach

Add search input to each tab section in index.html
Add filterSearchQuery, layerSearchQuery, interactionsSearchQuery state properties
Create filterVisuals(visuals, query, filters) utility method
Call filter before rendering in renderFilterTable(), renderLayerTable(), etc.
Style search bar in styles.css consistent with existing inputs

Worktree

git worktree add ../pbir-task-5 -b task/5-search-filtering

T6: Pre-Save Validation and Confirmation Dialog

Addresses: Finding #26 (Pre-save validation) Agent: Both (Data/Logic for validation logic, UI/Presentation for dialog) Files: app.js, index.html, styles.css Serialization: Serial (modifies app.js) Priority: Should-Have

Description

No warnings before saving. Users can accidentally hide all filters on a critical dashboard without understanding the impact.

Acceptance Criteria

Clicking Save shows a confirmation modal before writing files
Modal shows summary: "N files will be modified" with list of changes
Warning indicators for potentially risky actions (e.g., "Hiding all filters on 23 visuals")
User must click "Confirm Save" to proceed
Cancel returns to editing without changes
After save, show expanded success message with next steps ("Reload in Power BI Desktop")

Recommended Approach

Create a confirmation modal in index.html (similar pattern to existing preset modal)
Add buildSavePreview() method that computes what will change
Modify saveChanges() to show the modal instead of saving directly
Add confirmSave() method that actually performs the write
Style modal in styles.css

Worktree

git worktree add ../pbir-task-6 -b task/6-pre-save-validation

T7: Performance — Virtual Scrolling for Large Reports

Addresses: Finding #24 (Performance optimization) Agent: Data/Logic Files: app.js, styles.css Serialization: Serial (modifies app.js) Priority: Should-Have

Description

UI renders all rows at once. Reports with 500+ visuals will cause performance issues. Currently auto-switches to list view at 20+ visuals per page, but no row virtualization.

Acceptance Criteria

Tables with 100+ rows use virtual scrolling (only render visible rows + buffer)
Scroll position maintained during re-renders
Selection state works correctly with virtual scrolling
Expand/collapse details still functions
Interaction matrix degrades gracefully for 50+ visuals
History operations limited to 100 entries to prevent memory bloat

Recommended Approach

Implement a lightweight virtual scroll: track scrollTop, compute visible range, render only those rows
Add virtualScrollState per tab: { scrollTop, visibleStart, visibleEnd, rowHeight }
Modify render methods to accept a range parameter
Add scroll event listener that triggers re-render of visible range
Cap history arrays at 100 entries (drop oldest)

Worktree

git worktree add ../pbir-task-7 -b task/7-performance-virtual-scroll

T8: Change Audit Trail Export

Addresses: Finding #27 (Change audit trail) Agent: Data/Logic Files: app.js, index.html Serialization: Serial (modifies app.js) Priority: Should-Have

Description

Exports only current state. Cannot generate before/after comparison or change history reports for compliance.

Acceptance Criteria

"Export Change Log" button in each tab's action area
Export contains: Visual Name | Property | Old Value | New Value | Timestamp
CSV and JSON export formats
Only includes changes made in the current session
Includes page name and visual type for context
Clear, human-readable format suitable for compliance reporting

Recommended Approach

Add changeLog[] array to track all changes with timestamps
Each modification method (bulk set, single update, undo) pushes to changeLog
Structure: { timestamp, tab, visual, page, property, oldValue, newValue }
Add exportChangeLog(format) method
Add export button in each tab's action area in index.html

Worktree

git worktree add ../pbir-task-8 -b task/8-audit-trail-export

T9: CLI Tool for CI/CD Integration

Addresses: Finding #23 (CLI for CI/CD) Agent: Data/Logic Files: New files only (cli.js, package.json, README-CLI.md) Serialization: Parallel (no existing file modifications) Priority: Should-Have

Description

GUI-only tool cannot integrate with DevOps pipelines. Need a standalone Node.js CLI for automated compliance checks and bulk operations.

Acceptance Criteria

Standalone Node.js script (no dependency on browser APIs)
Commands:
- pbir-manager scan <folder> — List all visuals with current settings
- pbir-manager set-filters <folder> --value hidden|visible|reset
- pbir-manager set-layers <folder> --value locked|unlocked|reset
- pbir-manager set-interactions <folder> --type filter|highlight|none|default
- pbir-manager export <folder> --format csv|json
- pbir-manager validate <folder> --rules <rules.json> — Check compliance
Exit codes: 0 = success, 1 = error, 2 = validation failure
JSON output mode for piping to other tools
package.json with bin field for npx usage
Separate README-CLI.md with usage docs

Recommended Approach

Create cli.js using Node.js fs module (mirrors browser File System Access API logic)
Extract PBIR parsing logic into shared functions (or duplicate — keep simple)
Use process.argv for argument parsing (no dependencies) or minimal commander package
Add package.json with "bin": { "pbir-manager": "./cli.js" }

Worktree

git worktree add ../pbir-task-9 -b task/9-cli-tool

T10: Dependency Tracking Between Visuals

Addresses: Finding #28 (Dependency tracking) Agent: Both Files: app.js, index.html, styles.css Serialization: Serial (modifies app.js) Priority: Nice-to-Have

Description

Tool doesn't understand relationships between visuals and filters. Users can't see which visuals share filters or how interactions form dependency chains.

Acceptance Criteria

Dependency sidebar or panel showing filter relationships
Hovering a visual highlights all visuals that share the same filters
Visual interaction matrix shows dependency clusters
Export dependency graph data (JSON format)

Recommended Approach

Add buildDependencyGraph() method analyzing shared filters across visuals
Store as adjacency list: { visualId: [relatedVisualIds] }
Add hover event handlers to highlight related visuals in the table
Add a "Dependencies" section in the sidebar below the report tree
Style dependency highlights in styles.css

Worktree

git worktree add ../pbir-task-10 -b task/10-dependency-tracking

T11: Role-Based Access / Reviewable Changesets

Addresses: Finding #30 (Role-based access control) Agent: Both Files: app.js, index.html, styles.css Serialization: Serial (modifies app.js) Priority: Nice-to-Have

Description

No approval workflow for team collaboration. Enterprise teams need the ability to review changes before they're applied.

Acceptance Criteria

"Export Changeset" button that creates a reviewable JSON/diff of pending changes
Changeset includes: what changed, who changed it (user input), timestamp, rationale field
"Import Changeset" button that loads a changeset and shows a preview
"Apply Changeset" to execute the imported changes
Changeset format is human-readable for code review in PRs

Recommended Approach

This is a client-side approximation of RBAC (no server)
Changeset = JSON file containing the diff of all pending modifications
Export: Serialize current modifications to a downloadable .changeset.json
Import: Load a .changeset.json, show preview, allow apply/reject
Integrate with the existing batch processing UI

Worktree

git worktree add ../pbir-task-11 -b task/11-reviewable-changesets

5. Execution Plan

Recommended Task Order

Tasks are ordered by priority and dependency. Earlier tasks make later ones easier but each is self-contained.

Phase A: Bug Fixes (Must-Have)
  T1: History validation + memory leak                    [Serial, S]

Phase B: Core UX Improvements (Should-Have)
  T2: Disabled button tooltips + export clarity           [Serial, S]
  T3: Tab differentiation with icons/accents              [SUPERSEDED] ← completed by Material Icons + Van Gogh 2026 overhaul
  T4: Keyboard shortcuts + navigation hints               [Serial, M]

Phase C: Major Features (Should-Have)
  T5: Search and advanced filtering                       [Serial, L]
  T6: Pre-save validation and confirmation                [Serial, M]

Phase D: Performance & Exports (Should-Have)
  T7: Performance - virtual scrolling                     [Serial, L]
  T8: Change audit trail export                           [Serial, M]
  T9: CLI tool for CI/CD                                  [Parallel, L] ← can run alongside any Serial task

Phase E: Advanced Features (Nice-to-Have)
  T10: Dependency tracking                                [Serial, L]
  T11: Role-based access / reviewable changesets          [Serial, L]

Serialization Map

SERIAL (app.js) — must execute one at a time, merge before next:
T1 → T2 → T4 → T5 → T6 → T7 → T8 → T10 → T11

PARALLEL (no app.js) — can run anytime:
T3 [SUPERSEDED] — completed by Material Icons + Van Gogh 2026 overhaul
T9 (new files only)

Worktree Conventions

Convention	Value
Worktree location	`../pbir-task-N` (sibling directory to main repo)
Branch naming	`task/N-short-description`
Commit message	`task-N: description`
Merge strategy	Fast-forward preferred, merge commit if needed

Task Execution Protocol

For each task, the executing agent follows this protocol:

1. Read this manifest from main branch
2. Create worktree:
   git worktree add ../pbir-task-N -b task/N-short-description
3. Navigate to worktree:
   cd ../pbir-task-N
4. Implement per the task spec above
5. Verify acceptance criteria
6. Commit:
   git add <specific files>
   git commit -m "task-N: description"
7. Switch back and merge:
   cd <main-repo-path>
   git checkout main
   git merge task/N-short-description
8. Clean up:
   git worktree remove ../pbir-task-N
   git branch -d task/N-short-description
9. Update this manifest: set task status to "Completed" with date

Practical Setup: Parallel Tasks with VS Code + Claude Code

To run parallel tasks simultaneously using separate Claude Code sessions:

Serial task (in main VS Code window):

Tell Claude Code: "Start Task T1 from AGENT_REVIEW_FINDINGS.md"
Claude creates the worktree: git worktree add ../pbir-task-1 -b task/1-history-validation
Claude works in the worktree, commits, merges back to main, and cleans up

Parallel task (in a second VS Code window):

Open the worktree folder (e.g., ../pbir-task-9) in a new VS Code window
Start a new Claude Code session in that window
Tell it: "Implement Task T9 — the worktree is already set up"
When done, switch back to the main window to merge

Rules:

Only tasks marked [Parallel] can run in a second window alongside a serial task
Currently parallel-safe: T9 (new files only). T3 was parallel-safe but is now SUPERSEDED.
Serial tasks (T1, T2, T4-T8, T10-T11) must wait for the current serial task to merge before starting
Each VS Code window has its own independent Claude Code context

Conflict Resolution Protocol

If merge fails:

Do NOT force-merge or discard changes
Open a new Claude Code context
Say: "Resolve merge conflict for Task N from AGENT_REVIEW_FINDINGS.md"
The orchestrator agent reads both branches, understands intent, and resolves semantically

6. Previous Findings Archive

The original 30 findings from the 2026-01-27 review, with current statuses.

Fixed Findings (16)

#	Title	Category	Fixed Date
1	Unsafe array index access	Bug	2026-02-01
2	Missing JSON.parse error feedback	Bug	2026-02-01
3	XSS risk via innerHTML	Security	2026-02-01
4	Missing permission error differentiation	Bug	2026-02-01
6	Unbounded directory recursion	Bug	2026-02-01
8	Missing path parsing safety	Bug	2026-02-01
9	Deep clone limitations	Bug	2026-02-01
10	Inconsistent optional chaining	Bug	2026-02-01
11	Cryptic technical terminology	UX	2026-01-31
12	No folder selection guidance	UX	2026-01-31
13	Empty state message too technical	UX	2026-01-31
14	Status badges not explained	UX	2026-01-31
15	No save confirmation or next steps	UX	2026-01-31
19	Color contrast issues (WCAG AA)	Accessibility	2026-02-01
21	Preset/template system	Feature	2026-01-31 (partial)
22	Cross-report batch processing	Feature	2026-01-31 (partial)

Remaining Findings → Task Mapping (14)

#	Title	Mapped To
5	Race condition in history entry structure	T1
7	Memory leak in file downloads	T1
16	Disabled buttons without explanation	T2
17	Tab content not differentiated	T3
18	No keyboard navigation hints	T4
20	Export feature purpose unclear	T2
23	CLI for CI/CD integration	T9
24	Performance optimization for large reports	T7
25	Search and advanced filtering	T5
26	Pre-save validation and warnings	T6
27	Change audit trail export	T8
28	Dependency tracking	T10
29	Keyboard shortcuts	T4
30	Role-based access control	T11

Previously Implemented Enhancements

Visual Interactions tab (2026-01-31): Full N×N matrix view, list view, 4 interaction types, bulk operations, undo/redo, export
Batch processing integration (2026-01-31): Visual Interactions added to batch workflow
Naming alert detection (2026-01-31): hasExplicitTitle() method, alerts on all tabs
Preset descriptions (2026-01-31): All 10 built-in presets have user-facing descriptions
Refresh button (2026-01-31): Re-scan folder without re-selecting
Bug fixes (2026-02-01): Bounds checking, path parsing, deep clone, optional chaining, WCAG contrast

Appendix: On-Demand Review Cycle Process

How to Trigger a New Cycle

Open a new Claude Code context and say:

"Run the review and improvement cycle for PBIR Visual Manager"

The orchestrator agent will:

Research current Power BI / Microsoft Fabric trends (sources listed in Section 1)
Audit the codebase: check file sizes, method counts, any new issues
Review this manifest: check completed tasks, carry over remaining ones
Synthesize trend research into new recommendations
Update this file on main branch with:
- Fresh trend research summary
- Updated codebase audit
- New tasks (from trends) added to the Task Registry
- Completed tasks moved to archive
- Updated execution plan
Commit to main with message: review-cycle-N: update manifest with latest findings

How to Execute a Task

Open a new Claude Code context and say:

"Start Task N from AGENT_REVIEW_FINDINGS.md"

The agent will read this manifest, create a worktree, implement the task, and merge to main.

How to Resolve Conflicts

Open a new Claude Code context and say:

"Resolve merge conflict for Task N from AGENT_REVIEW_FINDINGS.md"

The orchestrator will analyze both branches and resolve the conflict.

Uh oh!

FilesExpand file tree

AGENT_REVIEW_FINDINGS.md

Latest commit

History

AGENT_REVIEW_FINDINGS.md

File metadata and controls

PBIR Visual Manager — Review & Improvement Manifest

1. Trend Research Summary

Research Process

Research Output Template

Current Cycle Research

2. Sub-Agent Definitions

Orchestrator Agent

Data/Logic Agent

UI/Presentation Agent

3. Codebase Audit Summary

Architecture Notes

Key Constraint for Task Execution

4. Task Registry

Overview

T1: Bug Fixes — History Validation + Memory Leak

Description

Acceptance Criteria

Specific Methods to Modify

Worktree

T2: UX — Disabled Button Tooltips + Export Clarity

Description

Acceptance Criteria

Recommended Approach

Worktree

T3: Visual — Tab Differentiation with Icons/Accents SUPERSEDED

T4: Keyboard Shortcuts + Navigation Hints

Description

Acceptance Criteria

Specific Methods to Add/Modify

Worktree

T5: Search and Advanced Filtering

Description

Acceptance Criteria

Recommended Approach

Worktree

T6: Pre-Save Validation and Confirmation Dialog

Description

Acceptance Criteria

Recommended Approach

Worktree

T7: Performance — Virtual Scrolling for Large Reports

Description

Acceptance Criteria

Recommended Approach

Worktree

T8: Change Audit Trail Export

Description

Acceptance Criteria

Recommended Approach

Worktree

T9: CLI Tool for CI/CD Integration

Description

Acceptance Criteria

Recommended Approach

Worktree

T10: Dependency Tracking Between Visuals

Description

Acceptance Criteria

Recommended Approach

Worktree

T11: Role-Based Access / Reviewable Changesets

Description

Acceptance Criteria

Recommended Approach

Worktree

5. Execution Plan

Recommended Task Order

Serialization Map

Worktree Conventions

Task Execution Protocol

Practical Setup: Parallel Tasks with VS Code + Claude Code

Conflict Resolution Protocol

6. Previous Findings Archive