fm-saxml-converter

Generate structured, navigable documentation from FileMaker Pro Save a Copy as XML exports.

fm-saxml-converter turns a FileMaker SaveAsXML file into a normalized JSON model of the solution and a folder of cross-linked Markdown pages — one file per table, field, layout, layout object, script, relationship, custom function, and value list. The JSON model is the canonical output; Markdown is the first of several planned renderers (HTML/Vue, search index, AI corpus, diff reports).

The CLI is exposed as fm-saxml.

Why this exists

A FileMaker SaveAsXML export contains everything about a solution, but the raw XML is not readable, not navigable, and not stable across FileMaker versions. This project produces a documentation layer that is:

• Human-readable — Markdown pages with consistent headings, summary tables, and per-entity backlinks.
• AI-readable — predictable structure, machine-parseable front matter, and JSON sidecars for indexing.
• Linkable — every reference between entities (script step → field, layout → table occurrence, calculation → custom function) becomes a first-class record with a stable docId.
• Renderer-agnostic — extraction is separated from presentation, so the same model can drive Markdown, a Vue site, a search index, or a diff report.

Pipeline

FileMaker SaveAsXML.xml
        ↓
   XML Parser / Extractors
        ↓
   Secret / PII scrubbing
        ↓
   Normalized JSON model
        ↓
   Reference + backlink analysis
        ↓
   Renderers (Markdown today; HTML/JSON/diff later)

Project status

Early development. The full design is captured in fm-saxml-converter-plan.md. The MVP targets:

1. Parse base tables, fields, scripts, and script steps.
2. Build a normalized JSON model with stable docId values.
3. Render Markdown pages for tables, fields, layouts, layout objects, and scripts with table↔field links.
4. Emit summary.md, warnings.md, and unresolved-references.md reports.

Reference-graph analysis (layouts, table occurrences, relationships, backlinks) is in place, along with a dead-code check (UNUSED_FIELD_CANDIDATE: fields with no usage references — a field's structural link to its own table doesn't count) and a diff command for comparing two exports. HTML/Vue rendering has not been started; src/fm_saxml/render/html/ does not exist yet.

Requirements

• Python 3.11+
• A FileMaker Pro Save a Copy as XML export (UTF-16 LE encoded)

Quick start

1. In FileMaker Pro: Tools → Save a Copy as XML…

2. Run the converter on that file:

   fm-saxml MySolution.xml
   

   (On Windows you can also drag the XML file onto fm-saxml.exe.)

3. Open the new MySolution_docs folder that appears next to your XML file.

Add --open to have the folder opened for you. Run fm-saxml doctor if something doesn't work and include its output in any bug report.

Installation

Easiest — no Python needed: download the fm-saxml executable for Windows, macOS or Linux from the project's Releases page.

With Python 3.11+:

pipx install fm-saxml-converter      # or run without installing: uvx --from fm-saxml-converter fm-saxml MySolution.xml

(Requires the package to be published to PyPI; until then, use one of the source installs below.)

Updating

Check your version with fm-saxml --version, then upgrade the same way you installed:

When a newer version exists, fm-saxml prints a one-line notice after a run (checked at most once a day, never blocks, silent in CI and when output is piped). Disable it with FM_SAXML_NO_UPDATE_CHECK=1.

From source

The project uses uv for environment and dependency management.

git clone <repo-url> fm-saxml-converter
cd fm-saxml-converter
uv sync

Or with plain pip:

python -m venv .venv
.venv\Scripts\activate         # Windows
source .venv/bin/activate      # macOS/Linux
pip install -e ".[dev]"

Usage

The CLI is exposed as fm-saxml. fm-saxml file.xml is shorthand for fm-saxml build file.xml. The --out option is optional — for build, output defaults to <input name>_docs next to the input file; for render (which starts from a model.json), it defaults to ./saxml2doc.

If the output directory already exists and is non-empty, you'll be prompted to overwrite or cancel (with an extra warning if the folder wasn't created by fm-saxml); pass --force (or -f) to skip the prompt in non-interactive contexts.

Errors are shown as a single readable line. Set FM_SAXML_DEBUG=1 to get the full traceback.

Paths are platform-flexible — Windows drive letters and UNC paths, macOS, and Linux paths all work. ~ and environment variables ($HOME, %USERPROFILE%) are expanded automatically.

# One-shot: parse and render. Output goes to ./saxml2doc by default.
fm-saxml build ./MySolution.xml

# Just parse XML into the normalized JSON model.
fm-saxml parse ./MySolution.xml

# Render Markdown from a previously parsed model.
fm-saxml render markdown --model ./build/model.json

# Print entity counts and warnings without writing any files.
fm-saxml inspect ./MySolution.xml

# Validate the model and exit non-zero if there are critical issues
# (UNUSED_FIELD_CANDIDATE warnings don't count as critical).
fm-saxml validate ./MySolution.xml

Custom output location

Use --out (or -o) to write somewhere other than <input name>_docs:

fm-saxml build ./MySolution.xml --out ./docs/MySolution

Other build / render options

Secret and personal-data scrubbing

Scrubbing is on by default for build, parse, render and diff. Before any output is written, credentials, tokens, internal hostnames and personal data found in the export are replaced with numbered placeholders. The calculation logic around them is left intact:

Let ( [ $apikey = "sk-proj-a8Kz9…" ; $url = "https://fms.corp.local/api" ] ; … )
            ↓
Let ( [ $apikey = "[REDACTED:api_key#1]" ; $url = "https://[HOST#1]/api" ] ; … )

The same value gets the same placeholder everywhere, so a reader can still tell that two scripts share one key. Reports/redactions.md lists every redaction with its location and a masked preview. It never shows the values.

strict also covers phone numbers, IBANs (checksum-verified) and US SSN / Canadian SIN numbers.

Allowing a calculation. A comment containing fm-saxml:allow leaves that calculation exactly as written. For example, write /* fm-saxml:allow: public sandbox key */ above a documented test key. Values in an allowed calculation are allowed everywhere, so the same key isn't redacted next door. Allowed items are listed in the report.

Stable placeholders across runs. Placeholders are numbered per run (#1, #2), so two separately saved model.json files can't be compared value by value, and diff warns about this. Set FM_SAXML_SCRUB_SALT to a private value of at least 16 characters to get keyed fingerprints instead ([REDACTED:password#3f9a1c]). These are the same for the same value in every run that uses the salt. Keep the salt private: anyone holding it can test guesses against a fingerprint.

Scrubbing the XML itself (scrub)

fm-saxml scrub MySolution.xml                       # writes MySolution.scrubbed.xml
fm-saxml scrub MySolution.xml -o share.xml --report share.redactions.md

scrub writes a redacted copy of a Save a Copy as XML export, for sharing the raw XML with an AI tool or another developer. It applies everything build would redact to every copy of each value: the calculation, its tokenized ChunkList, and the rendered step text in DDR_INFO.

• It removes the hash attributes of changed elements, since a digest of the original content could be used to confirm a guessed password.
• Binary streams are left untouched.
• The output is the input file with only those spans patched: same encoding (including UTF-16 and its BOM), declaration, line endings and formatting. A diff between the two shows exactly what was redacted.
• It accepts only FMSaveAsXML exports. Clipboard XML (fmxmlsnippet) and DDR reports (FMPReport) are refused, because they lay out step parameters differently.

What is detected:

• Provider key formats (OpenAI, Anthropic, Google, AWS, GitHub, GitLab, Slack, Stripe, SendGrid, OttoFMS, JWTs, webhook URLs, …).

• keyword = "value" assignments, including inside commented-out code.

• JSON bodies, HTTP headers, cURL -u, URL passwords and secret query parameters, and connection strings.

• Base64 user:password values, and every literal in a private-key calculation.

• By position in the script:

  • password parameters (Re-Login, Reset Account Password, …) and Configure AI / RAG Account;
  • Set Variable into a credential-named variable, and Set Field into a credential-named field;
  • JSONSetElement credential keys, Crypt* keys, MBS credential calls and plugin licence registration.

  A secret passed as a $variable is traced back to the Set Variable that assigned it and redacted there.

• Credentials written as prose in comments ("temp password is swordfish99").

Some things are flagged for review instead of changed, in a "Needs review" section of the report:

• a credential read from a field (nothing in the file to redact);
• a variable whose source couldn't be found;
• a plain word stated as a password in a comment.

Only string literals and comments are ever changed. After writing, a guard searches every output file for each redacted value. If one survived somewhere the scrubber doesn't look (for example, a script named after a password), the run fails with exit code 2.

This is a heuristic scrubber, not a guarantee: review output before sharing it. Detection rules are adapted from Andrew Kear's FileMaker XML Scrubber (Clockwork Creative Technology, CC BY 4.0). The design and roadmap are in secret-redaction.md.

Comparing two exports (diff)

# Compare two SaveAsXML exports (or model.json files — either input can be either format)
fm-saxml diff ./old/MySolution.xml ./new/MySolution.xml

# Write a Markdown diff report
fm-saxml diff ./old/MySolution.xml ./new/MySolution.xml --out ./diff-report.md

# Exit non-zero if anything differs (useful in CI to catch unreviewed schema drift)
fm-saxml diff ./old/MySolution.xml ./new/MySolution.xml --strict

diff compares every entity type (tables, fields, layouts, scripts, relationships, etc.) by its stable docId, which is derived from names rather than FileMaker's internal numeric/UUID identifiers — so the same field is recognized as "the same" across two independent exports as long as it wasn't renamed. It reports:

• Added / Removed entities per type.
• Changed entities — any scalar field that differs (old → new value, truncated for long text), and any list-of-references field whose membership changed (shown as a +N/-M delta, not just a raw count, so a same-size swap doesn't look unchanged).
• Script step changes, separately — script step docIds are position-based (script + index), so a raw added/removed diff on them would show a wall of unrelated churn whenever a single step is inserted or removed mid-script. Instead, each script's step list is compared by content (name + enabled + raw text) using a sequence alignment, and reported as a single +added/-removed count per script.

--strict exits with status 1 if the diff found any difference at all (added, removed, changed, or script step changes).

Output layout

saxml2doc/
├─ index.md
├─ entities.json
├─ references.json
├─ Tables/
├─ Fields/
│  └─ <TableName>/
├─ TableOccurrences/
├─ Relationships/
├─ Layouts/
├─ LayoutObjects/
│  └─ <LayoutName>/
├─ Scripts/
├─ CustomFunctions/
├─ ValueLists/
└─ Reports/
   ├─ summary.md
   ├─ redactions.md
   ├─ warnings.md
   └─ unresolved-references.md

File names are safe on Windows, macOS and Linux: invalid characters and Windows reserved names (CON, NUL, …) are replaced, long names are truncated with a short hash, and names that would collide on a case-insensitive file system (Invoices vs invoices, or an entity named index) get a -2, -3… suffix. Links always point at the final file names.

Every Markdown page carries YAML front matter with docId, entityType, and source metadata so the output is friendly to static site generators and AI indexers. The top-level index.md records two timestamps for clarity: XML Created At (mtime of the source export) and Support Documentation Created At (when the docs were generated).

Provenance / self-versioning

Every generated index.md and Reports/summary.md also records which build of fm-saxml produced it (see src/fm_saxml/version.py). When running from a git checkout, this is the current commit hash and commit timestamp (e.g. 2026-05-04 20:01 UTC (commit b114c6a)); when running from an installed package with no reachable .git, it falls back to the __version__ string (e.g. v0.1.0). This is best-effort and never fails the build.

Repository structure

src/fm_saxml/
├─ cli.py               # Typer CLI entry point (fm-saxml)
├─ version.py           # Self-version detection (git commit or package version) for doc provenance
├─ parser/              # XML parsing and per-entity extractors
│  ├─ saxml_reader.py
│  ├─ version_detector.py   # Detects the *FileMaker* export version (v1/v2), unrelated to version.py above
│  └─ extractors/
├─ model/               # Pydantic models, references, validation
├─ normalize/           # Naming, docId assignment, path generation
├─ analyze/             # Calculation parsing, backlinks, warnings (incl. UNUSED_FIELD_CANDIDATE), diff.py
├─ render/
│  ├─ markdown/         # Jinja2 templates and renderer (incl. diff_renderer.py)
│  └─ json/             # JSON sidecar writer
└─ utils/

tests/
├─ fixtures/
└─ test_*.py

Development

Run tests with pytest:

uv run pytest
# or
pytest

Fixture-based and snapshot tests live under tests/. New extractors should ship with a small XML fixture and an expected-model snapshot.

Design principles

The full rationale lives in the plan, but the headline rules are:

• Separate extraction from presentation. Don't generate Markdown directly from XML — go through the JSON model.
• Treat FileMaker XML as an input format, not a source of truth. The internal model should outlive any FileMaker version change.
• Link aggressively. Every reference between entities becomes a first-class record with a confidence rating (exact, parsed, inferred, unresolved).
• Optimize for both humans and AI agents. Use predictable headings, machine-readable front matter, and chunkable per-entity files.

FileMaker XML notes

A few quirks worth knowing about:

• SaveAsXML files are encoded as UTF-16 LE. Always open in binary mode and let lxml read the encoding declaration.
• In FileMaker 22+, embedded layout images are duplicated inside every <LayoutObject> (rather than shared via <LibraryCatalog>), which can dramatically inflate file size. The layout extractor skips <StreamList> image data by default.
• Layout objects in modern (v2) SaveAsXML files appear as <LayoutObject> inside <Part><ObjectList>. Older v1 exports use <Object type="FieldObj">. Both are parsed.
• Relationship names, script folder paths, and script step display labels are derived during normalization, not read directly from the XML.

Known limitations

• UNUSED_FIELD_CANDIDATE only sees references this tool already extracts — relationships, layouts, layout objects, script steps, and custom-function calculations. It does not yet parse the calculation text of a field's own Calculation (e.g. a FullName calc field referencing FirstName/LastName) — fields referenced only from inside another field's formula will currently show up as false-positive unused candidates. Treat it as a lead to investigate, not a guarantee.
• diff's script-step comparison is content-based, not line-by-line. It tells you how many steps were added/removed per script, not exactly which ones or where — open the two Scripts/<name>.md pages side by side for that level of detail.

Roadmap

Major milestones from the plan:

1. Phase 1 — POC: tables, fields, scripts, basic Markdown output.
2. Phase 2 — Reference graph: layouts, layout objects, table occurrences, relationships, backlinks.
3. Phase 3 — Markdown polish: Jinja templates, front matter, indexes, reports.
4. Phase 4 — Analysis: dependency graph, dead-code detection, server-compatibility checks.
5. Phase 5 — HTML/Vue interactive renderer over the same JSON model. (not started)
6. Phase 6 — fm-saxml diff for version comparison between two exports. (done)

License

MIT

The secret-detection rules in src/fm_saxml/scrub/ are adapted from the FileMaker XML Scrubber by Andrew Kear, Clockwork Creative Technology, used under CC BY 4.0.