Report engine compatibility

This guide maps legacy v5 report “powers” to what Templiqx proves today for the BLI-230 report-engine PoC. It distinguishes measured support (fixtures + conformance/benches) from non-claims and host-owned prerequisites.

Legacy corpus: format evidence, not dialect fidelity

The files under examples/legacy-corpus/v5-report-templates/ evidence which wire formats still appear in the wild. They are not frozen Templiqx definitions and do not prove dialect fidelity for Velocity / MERGEFIELD / $func / cell scripts.

Artifact	What it evidences	What it does not mean
`Dossiervoorblad.docx`	DOCX still used for dossier covers	Not a simple modern cover — dense Velocity-in-MERGEFIELD authoring. Templiqx does not execute Velocity; proof is via bounded `docx-v5` + synthetic report definitions
`Bedrijfsoverzicht.rtf`	Real RTF report usage (gate for building `templiqx-rtf`)	Not a simple memo — heavy tables, `#if`, `$func`. Adapter emits bounded interpolated RTF; it does not parse or run Velocity/`$func`
`OHW-per-kostenplaats.xls`	Spreadsheet reports still exist as BIFF `.xls`	Input non-claim — no BIFF reader. Emit `.xlsx`/CSV/XML from frozen tabular bindings; aggregation stays in the host/query layer

Do not treat these binaries as migration fixtures that Templiqx must round-trip. Semantic successors (if needed later) are new report-definition + merge_data packages, not Velocity interpreters.

v5 four powers → Templiqx status

v5 power	Status	Templiqx proof
Report definition / authoring	covered	`report-definition-v1alpha1` + `examples/packages/basenet-legal/definitions/dunning-letter-v1.yaml`
Authorized data query	partial	`DataIntrospectPort` / `AuthorizedQueryPort` traits + `fixtures/authorized-query-response.json` + local fake — no query execution in core
Merge + render	covered	`merge-data-v1alpha1` `customFields`, evidence fragments, `docx-v5` render, determinism + fan-out benches
Multi-format output	covered	DOCX/HTML/Typst/XLSX/CSV/XML/Markdown/RTF adapters; PDF via host conversion seam

Format support matrix

Format	Status	Notes
DOCX	covered	`templiqx-docx-v5`
HTML / plain	covered	`templiqx-html-plain`
PDF	host seam	Recorded-fixture manifests only; converter is host-owned (document-conversion ADR)
Typst	covered	`templiqx-typst` emits deterministic markup; PDF compile stays host-owned
XLSX	covered	`templiqx-xlsx` (`rust_xlsxwriter`) with native column charts
CSV / XML	covered	`templiqx-tabular` thin serializers (not v5 report-XML)
Markdown	covered	`templiqx-markdown` (`markdown-rs`) → safe HTML/plain; no MDX
RTF	covered	`templiqx-rtf` hand-rolled emitter — format evidenced by `Bedrijfsoverzicht.rtf`; not Velocity/`$func` fidelity
Legacy binary `.xls` input	non-claim	No BIFF reader; Templiqx emits `.xlsx`/CSV/XML from frozen tabular data only

Format scope decision (U10)

ADR-0019 listed DOCX/RTF/XLS/XLSX and dropped XML/CSV; v5 had eight formats. Templiqx now covers:

DOCX · HTML/plain · PDF (host seam) · Typst · XLSX · CSV · XML · Markdown · RTF

Explicit non-claims:

no OData / reflective / $apply query execution in portable core (traits + fixtures only)
no retrieval / DMS / OCR ownership
no approval workflow state machine (approval fields on report definitions are metadata only)
no v5 report-XML output (accounting Exact/Twinfield XML is a separate connector)
no standalone chart engine (charts are native to Typst markup and rust_xlsxwriter)
no legacy binary .xls (BIFF) input reader
no Velocity / MERGEFIELD-script / $func / cell-script execution — adapters interpolate frozen definitions + approved merge_data only
no aggregation engine in portable core (billing/OHW math stays host/query-owned)

Receipt fingerprint == document-store checksum (R10)

A generated report’s Templiqx receipt fingerprint is a SHA-256 over artifact bytes. That value is the host document_version.checksum: one integrity concept for uploaded and generated documents, one row per version, no separate report-receipt table (BLI-68). Persistence remains host-owned.

Host prerequisites (R12 — tracked, host-built)

Templiqx ships ports and guardrails; the host must still build:

compileToFilter(policy, actor, resourceType) (ADR-0002, unbuilt) — row-level can() enforcement every authorized query needs. Highest-priority host prerequisite.
document_version write race — version computed before unique insert; fix before Templiqx receipts land as document_version rows.
AI authoring agent + hybrid loop + A/B routing — host component; Templiqx supplies validate / compile / explain / diff only.
Query interface choice (OData vs GraphQL vs DSL) — resolve before the query port hardens.

See Host integration for assembler handoff details.