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48 changes: 48 additions & 0 deletions docs/usage.md
Original file line number Diff line number Diff line change
Expand Up @@ -208,6 +208,7 @@ The `sharepoint_excel` tool allows you to read and search Excel files in SharePo
| `query` | str \| None | None | Search keyword (enables search mode) |
| `sheet` | str \| None | None | Sheet name (get specific sheet only) |
| `cell_range` | str \| None | None | Cell range (e.g., "A1:D10") |
| `include_row_data` | bool | False | Include entire row data for each search match (search mode only) |

### Basic Workflow

Expand Down Expand Up @@ -248,6 +249,53 @@ result = sharepoint_excel(
}
```

**Search with Row Data (`include_row_data=True`):**

Use `include_row_data=True` to get the entire row data for each match in a single call, avoiding N+1 reads.

```python
result = sharepoint_excel(
file_path="/sites/finance/Shared Documents/report.xlsx",
query="budget",
include_row_data=True
)
```

```json
{
"matches": [
{
"sheet": "Sheet1",
"coordinate": "B5",
"value": "Monthly Budget",
"row_data": [
{"coordinate": "A5", "value": "Category"},
{"coordinate": "B5", "value": "Monthly Budget"},
{"coordinate": "C5", "value": 50000}
]
}
]
}
```

**Performance Guidelines:**
- **Small scale** (<50 matches): Highly effective, recommended
- **Medium scale** (50-200 matches): Effective, monitor response size
- **Large scale** (>200 matches): Consider response size impact

**Important Notes:**
- `row_data` includes only non-null cells from the matched row
- `row_data` does NOT include header rows (even with frozen_rows)
- To understand column meanings, first read `A1:Z5` for header context
- **Multiple matches in same row**: Each match gets independent `row_data` (duplicated)
- Example: If "budget" matches both A5 and B5, both matches will include the same row_data
- This ensures each match is self-contained but may increase response size

**Verified Use Case:**
- 23 matches processed in 1 call (vs. 24 calls without `include_row_data`)
- Token savings: ~2,300 tokens
- Response time: Significantly reduced

#### 2. Read All Data (Default)
```python
# Get all sheets and all data
Expand Down
48 changes: 48 additions & 0 deletions docs/usage_ja.md
Original file line number Diff line number Diff line change
Expand Up @@ -208,6 +208,7 @@ results = sharepoint_docs_search(
| `query` | str \| None | None | 検索キーワード(検索モードを有効化) |
| `sheet` | str \| None | None | シート名(特定シートのみ取得) |
| `cell_range` | str \| None | None | セル範囲(例: "A1:D10") |
| `include_row_data` | bool | False | 検索マッチごとに行全体のデータを含める(検索モード専用) |

### 基本的なワークフロー

Expand Down Expand Up @@ -248,6 +249,53 @@ result = sharepoint_excel(
}
```

**行データ付き検索(`include_row_data=True`):**

`include_row_data=True`を使用すると、各マッチの行全体のデータを1回の呼び出しで取得できます(N+1回の読み取りを回避)。

```python
result = sharepoint_excel(
file_path="/sites/finance/Shared Documents/report.xlsx",
query="予算",
include_row_data=True
)
```

```json
{
"matches": [
{
"sheet": "Sheet1",
"coordinate": "B5",
"value": "月間予算",
"row_data": [
{"coordinate": "A5", "value": "カテゴリ"},
{"coordinate": "B5", "value": "月間予算"},
{"coordinate": "C5", "value": 50000}
]
}
]
}
```

**パフォーマンス目安:**
- **小規模** (<50件): 効果大、推奨
- **中規模** (50-200件): 効果あり、レスポンスサイズに注意
- **大規模** (>200件): レスポンスサイズへの影響を考慮

**重要な注意事項:**
- `row_data` にはマッチした行の非nullセルのみが含まれます
- `row_data` にはヘッダー行は含まれません(frozen_rows設定時も同様)
- 列の意味を理解するには、先に `A1:Z5` を読み取ってヘッダーコンテキストを確認してください
- **同一行に複数マッチがある場合**: 各マッチに独立した `row_data` が含まれます(重複)
- 例: "予算" が A5 と B5 の両方にマッチした場合、両方のマッチに同じ row_data が含まれます
- 各マッチが自己完結していますが、レスポンスサイズが増加する可能性があります

**実証済みユースケース:**
- 23件のマッチを1回の呼び出しで処理(`include_row_data` なしでは24回必要)
- トークン削減: 約2,300トークン
- レスポンス時間: 大幅短縮

#### 2. 全データ取得(デフォルト)
```python
# 全シート・全データを取得
Expand Down
19 changes: 14 additions & 5 deletions src/server.py
Original file line number Diff line number Diff line change
Expand Up @@ -456,6 +456,7 @@ def sharepoint_excel(
include_frozen_rows: bool = True,
include_cell_styles: bool = False,
expand_axis_range: bool = False,
include_row_data: bool = False,
ctx: Context | None = None,
) -> str:
"""
Expand All @@ -478,6 +479,9 @@ def sharepoint_excel(
expand_axis_range: 単一列/行の部分範囲を開始側に自動拡張(default: false)
True: 例 "J50:J100" → "J1:J100"(行1に拡張)
frozen_rows=0でヘッダー文脈が不明な場合に使用
include_row_data: 検索モード時、マッチしたセルの行全体のデータを含める(default: false)
True: 各マッチに row_data(同一行の非nullセル一覧)を追加
読み取りモードでは無視される
ctx: FastMCP context (injected automatically)

Returns:
Expand All @@ -497,7 +501,9 @@ def sharepoint_excel(

# 検索モード
if query:
return parser.search_cells(file_path, query, sheet_name=sheet)
return parser.search_cells(
file_path, query, sheet_name=sheet, include_row_data=include_row_data
)

# 読み取りモード
return parser.parse_to_json(
Expand Down Expand Up @@ -544,7 +550,7 @@ def register_tools():
mcp.tool(
description=(
"Read or search Excel files in SharePoint. "
"Search mode: use 'query' parameter to find cells containing specific text (returns cell locations). "
"Search mode: use 'query' parameter to find cells containing specific text (returns cell locations and optionally row data). "
"Read mode: use 'sheet' and 'cell_range' parameters to retrieve data from specific sections. "
"When cell_range is specified with include_frozen_rows=True (default), frozen rows are automatically "
"included even if they are outside the specified range. frozen_rows indicates the number of header rows "
Expand All @@ -555,10 +561,13 @@ def register_tools():
"Header detection: For sheets with frozen_rows > 0, headers are automatically included with include_frozen_rows=True (default). "
"For sheets with frozen_rows=0, headers are not automatically included and context may be unclear. "
"ALWAYS read exactly 5 rows for header check: 'A1:Z5' (NOT 'A1:Z50' or more). "
"IMPORTANT: include_row_data=True returns matched row data only (not headers), same-row matches duplicate data. "
"Always read 'A1:Z5' first for header context. Effective for <200 matches. "
"Prefer 'query' search when possible to locate data first. "
"Workflow: 1) Search OR read 'A1:Z5' for header check, "
"2) Read specific range (include_frozen_rows adds frozen headers automatically), "
"3) If frozen_rows=0 and header context is unclear, retry with expand_axis_range=True "
"Workflow: 1) Read 'A1:Z5' for header check (REQUIRED for understanding column structure), "
"2) Search with query (optionally with include_row_data=True to get matched row data), "
"3) Read specific range if needed (include_frozen_rows adds frozen headers automatically), "
"4) If frozen_rows=0 and header context is unclear, retry with expand_axis_range=True "
"to auto-include row 1 (for columns) or column A (for rows)."
Comment thread
k-ibaraki marked this conversation as resolved.
)
)(sharepoint_excel)
Expand Down
77 changes: 65 additions & 12 deletions src/sharepoint_excel.py
Original file line number Diff line number Diff line change
Expand Up @@ -34,6 +34,7 @@ def search_cells(
file_path: str,
query: str,
sheet_name: str | None = None,
include_row_data: bool = False,
) -> str:
"""
セル内容を検索して該当位置を返す
Expand Down Expand Up @@ -67,25 +68,35 @@ def search_cells(
# sheet_name 指定がある場合はそのシートを優先して検索
if sheet_name:
if sheet_name in workbook.sheetnames:
self._scan_sheet(workbook[sheet_name], sheet_name, query, matches)
self._scan_sheet(
workbook[sheet_name],
sheet_name,
query,
matches,
include_row_data,
)

# マッチが無ければ全シート走査にフォールバック
if len(matches) == 0:
for sn in workbook.sheetnames:
if sn == sheet_name:
continue
self._scan_sheet(workbook[sn], sn, query, matches)
self._scan_sheet(
workbook[sn], sn, query, matches, include_row_data
)
else:
# sheet_name が存在しない場合は「指定なし」と同じ扱いで全シート検索
warnings.append(
f"Sheet '{sheet_name}' not found. Searching all sheets instead."
)
for sn in workbook.sheetnames:
self._scan_sheet(workbook[sn], sn, query, matches)
self._scan_sheet(
workbook[sn], sn, query, matches, include_row_data
)
else:
# 全シート検索
for sn in workbook.sheetnames:
self._scan_sheet(workbook[sn], sn, query, matches)
self._scan_sheet(workbook[sn], sn, query, matches, include_row_data)

logger.info(f"Found {len(matches)} matches for query '{query}'")

Expand Down Expand Up @@ -270,6 +281,7 @@ def _scan_sheet(
sheet_name_for_result: str,
query: str,
matches: list[dict[str, Any]],
include_row_data: bool = False,
) -> None:
"""
シート内のセルを走査してqueryに一致するセルをmatchesに追加する
Expand All @@ -281,31 +293,72 @@ def _scan_sheet(
# その場合はiter_rows()を使用するフォールバックロジックが動作します。
if hasattr(sheet, "_cells"):
# 実在セルのみを走査(高速)
# まずマッチを収集(_cellsのイテレーション中にsheetアクセスすると辞書が変わるため)
new_matches: list[dict[str, Any]] = []
for cell in sheet._cells.values():
if cell.value is not None:
cell_value_str = str(cell.value)
if query in cell_value_str:
matches.append(
new_matches.append(
{
"sheet": sheet_name_for_result,
"coordinate": cell.coordinate,
"value": self._serialize_value(cell.value),
"_row": cell.row,
}
)
# イテレーション完了後に行データを取得
for match in new_matches:
row_num = match.pop("_row")
if include_row_data:
match["row_data"] = self._get_row_data(sheet, row_num)
matches.append(match)
else:
# openpyxl公開APIを使用(互換性確保)
for row in sheet.iter_rows(values_only=False):
for cell in row:
if cell.value is not None:
cell_value_str = str(cell.value)
if query in cell_value_str:
matches.append(
{
"sheet": sheet_name_for_result,
"coordinate": cell.coordinate,
"value": self._serialize_value(cell.value),
}
)
match = {
"sheet": sheet_name_for_result,
"coordinate": cell.coordinate,
"value": self._serialize_value(cell.value),
}
if include_row_data:
match["row_data"] = [
{
"coordinate": c.coordinate,
"value": self._serialize_value(c.value),
}
for c in row
if c.value is not None
]
matches.append(match)

def _get_row_data(self, sheet, row_num: int) -> list[dict[str, Any]]:
"""
指定行の非nullセルデータをリストとして返す

Args:
sheet: openpyxl Worksheet
row_num: 行番号

Returns:
非nullセルの [{coordinate, value}, ...] リスト
"""
row_cells = sheet[row_num]
# 単一列シートではCellオブジェクト単体が返される場合がある
if isinstance(row_cells, Cell):
row_cells = (row_cells,)
return [
{
"coordinate": c.coordinate,
"value": self._serialize_value(c.value),
}
for c in row_cells
if c.value is not None
]

def _calculate_header_range(self, cell_range: str, frozen_rows: int) -> str | None:
"""
Expand Down
22 changes: 21 additions & 1 deletion tests/test_server.py
Original file line number Diff line number Diff line change
Expand Up @@ -244,7 +244,7 @@ def test_excel_search_mode(

# 検索メソッドが呼ばれることを確認
mock_excel_parser.search_cells.assert_called_once_with(
"/sites/test/Shared Documents/test.xlsx", "売上", sheet_name=None
"/sites/test/Shared Documents/test.xlsx", "売上", sheet_name=None, include_row_data=False
)
# parse_to_jsonは呼ばれない
mock_excel_parser.parse_to_json.assert_not_called()
Expand Down Expand Up @@ -295,6 +295,26 @@ def test_excel_with_cell_range_parameter(
expand_axis_range=False,
)

@pytest.mark.unit
def test_excel_search_with_include_row_data(
self, mock_config, mock_sharepoint_client, mock_excel_parser
):
"""Excel検索モードでinclude_row_data=Trueが渡されるテスト"""
with patch(
"src.server._get_sharepoint_client", return_value=mock_sharepoint_client
):
with patch("src.server.config", mock_config):
sharepoint_excel(
file_path="/sites/test/Shared Documents/test.xlsx",
query="売上",
include_row_data=True,
)

mock_excel_parser.search_cells.assert_called_once_with(
"/sites/test/Shared Documents/test.xlsx", "売上", sheet_name=None, include_row_data=True
)
mock_excel_parser.parse_to_json.assert_not_called()

@pytest.mark.unit
def test_excel_with_real_json(
self, mock_config, mock_sharepoint_client, mock_excel_parser
Expand Down
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