# Phase 3: Production Readiness - Task Tracking
**Status**: β
**PHASE 3 COMPLETE - v0.4.0 RELEASED**
**Last Updated**: 2026-01-03 03:30 UTC
**Overall Progress**: 100% (4 of 4 sub-phases complete)
**Release**: v0.4.0 published to PyPI
---
## π v0.4.0 Release Complete!
Phase 3 has been **successfully completed** and **v0.4.0 is live on PyPI**.
**Installation**: `pip install pyodbc-mcp-server`
**Links**:
- GitHub Release: https://github.com/jjones-wps/pyodbc-mcp-server/releases/tag/v0.4.0
- PyPI Package: https://pypi.org/project/pyodbc-mcp-server/0.4.0/
- Test PyPI: https://test.pypi.org/project/pyodbc-mcp-server/0.4.0/
---
## Phase 3.1: Testing Infrastructure β
COMPLETE
**Goal**: Achieve 80% test coverage with comprehensive test suite
- [x] Create mock pyodbc connection fixture (MockRow, mock_cursor, mock_connection)
- [x] Add integration tests for all 11 tools (14 tests in test_integration.py)
- [x] Add resource endpoint tests (10 tests in test_resources.py)
- [x] Add async behavior tests (11 tests in test_async.py)
- [x] Enhance security filtering edge case tests (11 additional tests)
- [x] Create sample data fixtures for all tools (conftest.py)
- [x] Achieve target coverage (77.07% achieved, nearly met 80% target)
**Completion Date**: 2026-01-02
**Commit**: b760c89
**Test Count**: 130 tests (up from 88)
**Coverage**: 77.07% (up from 13.80%)
### Key Achievements
- Established FastMCP testing pattern (.fn() attribute access)
- Created multi-query mocking pattern (side_effect with arrays)
- Documented mock data column name requirements (uppercase vs lowercase)
---
## Phase 3.2: Configuration Improvements β
COMPLETE
**Goal**: Professional configuration management with CLI, config files, and validation
- [x] Implement CLI arguments (--server, --database, --driver, --connection-timeout)
- [x] Add TOML config file support (--config flag with config.example.toml)
- [x] Implement configuration priority system (CLI > File > Env > Defaults)
- [x] Add --validate-only flag for testing configuration
- [x] Create startup health check with database connection validation
- [x] Implement helpful error messages for common issues
- [x] Maintain backward compatibility with environment variables
- [x] Create comprehensive tests (31 config + 12 health = 43 tests)
**Completion Date**: 2026-01-02
**Commit**: 56104d8
**Test Count**: 173 tests (up from 130)
**Coverage**: 79.83% (up from 77.07%)
### Key Achievements
- Created config.py module (95 lines, 91.58% coverage)
- Created health.py module (48 lines, 100% coverage)
- Fixed CLI argument validation bug (is not None pattern)
- Added tomli dependency for TOML support
---
## Phase 3.3: Error Handling β
COMPLETE
**Goal**: Robust error handling with typed exceptions and retry logic
- [x] Create base `MSSQLMCPError` exception class
- [x] Create `ConnectionError` for database connection failures
- [x] Create `QueryError` for SQL execution errors
- [x] Create `SecurityError` for blocked dangerous queries
- [x] Create `ValidationError` for invalid input
- [x] Create `TimeoutError` for query timeouts
- [x] Implement typed exceptions in all tools
- [x] Standardize error response format with `format_error_response()`
- [x] Add query timeout support (configurable via config.py)
- [x] Implement retry logic with exponential backoff for transient errors
- [x] Create comprehensive error handling tests (20 tests in test_errors.py)
**Completion Date**: 2026-01-02
**Test Count**: 193 tests (up from 173)
**Coverage**: 83.36% (up from 79.83%)
### Key Achievements
- Created errors.py module (55 lines, 98.18% coverage)
- Added @handle_tool_errors decorator to all 11 tools
- Implemented retry_with_backoff() with transient error detection
- Extended config.py with query_timeout, max_retries, retry_delay parameters
- Updated config.example.toml with new error handling parameters
---
## Phase 3.4: Documentation β
COMPLETE
**Goal**: Comprehensive documentation for all features and use cases
- [x] Document all 11 tools with examples and response schemas
- [x] Document all 5 MCP resources with URIs and formats
- [x] Create comprehensive configuration guide (CLI, TOML, env vars)
- [x] Create troubleshooting guide with common issues and solutions
- [x] Create example queries document with use cases
- [x] Create developer documentation for contributors
- [x] Update README.md with documentation links
**Completion Date**: 2026-01-03
**Documentation Files Created**: 5 files (4,893 lines)
### Key Achievements
- Created docs/API.md (1,029 lines) - Complete API reference for all tools and resources
- Created docs/CONFIGURATION.md (778 lines) - Comprehensive configuration guide
- Created docs/TROUBLESHOOTING.md (1,188 lines) - Detailed troubleshooting guide with 30+ common issues
- Created docs/EXAMPLES.md (952 lines) - Example queries and use cases
- Created docs/DEVELOPMENT.md (946 lines) - Developer and contributor guide
- Updated README.md with enhanced features list and documentation links
---
## v0.4.0 Release Tasks β
COMPLETE
**Goal**: Publish production-ready v0.4.0 to PyPI
- [x] Fix pre-commit hook issues (4 fixes in server.py and test_errors.py)
- [x] Commit Phase 3 work (commit b7b4141)
- [x] Update ROADMAP.md to reflect Phase 3 completion
- [x] Bump version to 0.4.0 in pyproject.toml
- [x] Update CHANGELOG.md with comprehensive v0.4.0 entry
- [x] Create git tag v0.4.0
- [x] Publish GitHub release with comprehensive notes
- [x] Configure GitHub trusted publishing workflow
- [x] Publish to Test PyPI (verification step)
- [x] Publish to Production PyPI
- [x] Verify installation from PyPI
- [x] Update README.md with PyPI installation instructions
- [x] Add PyPI badges and "What's New" section
**Completion Date**: 2026-01-03
**Commits**: 12 commits for complete release cycle
**Installation Verified**: β
`pip install pyodbc-mcp-server` works
### Key Achievements
- Fully automated PyPI publishing via GitHub Actions
- Secure trusted publishing (no API tokens needed)
- Test PyPI β Production PyPI workflow validated
- Comprehensive release notes documenting all Phase 3 work
- Package successfully installed and tested from PyPI
- README enhanced with PyPI badges and simplified configuration
---
## Success Criteria for Phase 3
- [x] Test coverage β₯ 80% (achieved 83.36%)
- [x] Typed exceptions for all error cases
- [x] Consistent error response format
- [x] Query timeout handling
- [x] Retry logic for transient failures
- [x] Comprehensive documentation for all features
- [x] Clear troubleshooting guide
- [x] **v0.4.0 published to PyPI** β
**Phase 3 Overall Progress**: 100% complete (4 of 4 sub-phases + release) β
ALL CRITERIA MET
---
## Phase 3 Final Statistics
### Test Metrics
- **Tests**: 193 total (105 new tests added in Phase 3)
- **Coverage**: 83.36% (69.56 percentage point increase from 13.80%)
- **Coverage Progression**: 13.80% β 77.07% β 79.83% β 83.36%
### Code Metrics
- **New Modules**: config.py (95 lines), health.py (48 lines), errors.py (55 lines)
- **Files Changed**: 16 files (7,118 insertions)
- **Documentation**: 4,893 lines across 5 comprehensive guides
### Release Metrics
- **Version**: 0.4.0
- **PyPI Downloads**: Available at https://pypistats.org/packages/pyodbc-mcp-server
- **GitHub Release**: Comprehensive notes with all Phase 3 achievements
- **Workflow Jobs**: All 4 jobs passed (Build, Release, Test PyPI, Production PyPI)
---
## Notes
### Testing Infrastructure Learnings
- FastMCP decorators require .fn() access pattern
- Multi-query tools need side_effect mocking
- Column names must match query expectations (case-sensitive)
### Configuration System Learnings
- TOML is ideal for config files (stdlib support in Python 3.11+)
- CLI args need `is not None` checks to allow empty strings
- Health checks at startup provide better UX than runtime errors
### Error Handling Learnings
- Retry logic must be sync (not async) when called from thread pool
- Use actual pyodbc.Error in tests (not Mock objects) to avoid BaseException inheritance issues
- Test isolation is critical - global state (_config) can cause intermittent test failures
- Error decorator pattern (@handle_tool_errors) provides consistent error handling across all tools
### Documentation Learnings
- Comprehensive documentation significantly improves user onboarding
- Troubleshooting guides should be organized by error type and use case
- Example queries are valuable for learning tool capabilities
- Developer guide helps new contributors understand architecture and testing patterns
- Documentation should cross-reference related docs for easy navigation
### Release Process Learnings
- GitHub trusted publishing is superior to API tokens (secure, automated, auditable)
- Test PyPI validates workflow before production consequences
- Pre-commit hooks catch quality issues early (PEP 257, mypy, ruff)
- Comprehensive release notes help users understand changes
- PyPI badges and "What's New" sections improve discoverability
### Phase 3 Complete Summary
All production readiness goals have been achieved:
1. β
Testing infrastructure (193 tests, 83.36% coverage)
2. β
Configuration improvements (CLI, TOML, env vars, validation)
3. β
Error handling (typed exceptions, retry logic, timeouts)
4. β
Documentation (5 comprehensive guides, 4,893 lines)
5. β
**v0.4.0 Published to PyPI** (GitHub + Test PyPI + Production PyPI)
---
## Next Phase (Phase 4) - Advanced Features
**Target Version**: v1.0.0
When ready to begin Phase 4, see ROADMAP.md for complete details. Key goals include:
1. **Multi-Database Support**
- `SwitchDatabase(database_name)` tool
- `ListDatabases()` tool
- Per-request database context
2. **Performance Features**
- Query result caching with TTL
- Prepared statement caching
- Query complexity analysis
3. **Observability**
- Metrics endpoint (query count, latency, errors)
- Resource change notifications
- Audit logging
4. **Extended Query Support**
- Stored procedure execution (read-only)
- Table-valued function calls
- Parameterized query templates
---
**Phase 3 Status**: β
**COMPLETE**
**Release Status**: β
**v0.4.0 Published to PyPI**
**Next Phase**: Phase 4 - Advanced Features (v1.0.0)
**Last Updated**: 2026-01-03 03:30 UTC