---
phase: 18-auto-take-ownership
verified: 2026-04-09T00:00:00Z
status: passed
score: 11/11 must-haves verified
re_verification: false
---

# Phase 18: Auto-Take-Ownership Verification Report

**Phase Goal:** Automatically elevate to site collection admin when access denied during permission scans
**Verified:** 2026-04-09
**Status:** PASSED
**Re-verification:** No — initial verification

---

## Goal Achievement

### Observable Truths

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | AutoTakeOwnership defaults to false in AppSettings | VERIFIED | `AppSettings.cs` line 7: `public bool AutoTakeOwnership { get; set; } = false;` |
| 2 | Setting round-trips through SettingsRepository JSON persistence | VERIFIED | `SettingsService.SetAutoTakeOwnershipAsync` follows exact load/mutate/save pattern; test in `OwnershipElevationServiceTests` round-trips via JsonSerializer |
| 3 | SettingsViewModel exposes AutoTakeOwnership and persists on toggle | VERIFIED | `SettingsViewModel.cs` lines 42-53: property with fire-and-forget `SetAutoTakeOwnershipAsync`; loaded in `LoadAsync` line 81 |
| 4 | Settings UI shows auto-take-ownership checkbox, OFF by default | VERIFIED | `SettingsView.xaml` lines 63-68: `<CheckBox IsChecked="{Binding AutoTakeOwnership}">` in dedicated "Site Ownership" section |
| 5 | PermissionEntry.WasAutoElevated exists with default false, zero callsite breakage | VERIFIED | `PermissionEntry.cs` line 17: `bool WasAutoElevated = false` — last positional parameter with default |
| 6 | IOwnershipElevationService contract exists for Tenant.SetSiteAdmin wrapping | VERIFIED | `IOwnershipElevationService.cs` + `OwnershipElevationService.cs` both exist; `ElevateAsync` calls `Tenant.SetSiteAdmin` then `ExecuteQueryAsync` |
| 7 | Toggle OFF: access-denied exceptions propagate normally | VERIFIED | `PermissionsViewModel.cs` line 254: `when (IsAccessDenied(ex) && _ownershipService != null && autoOwnership)` — all three must be true; test `ScanLoop_ToggleOff_AccessDenied_ExceptionPropagates` passes |
| 8 | Toggle ON + access denied: ElevateAsync called once, scan retried | VERIFIED | `PermissionsViewModel.cs` lines 255-271: catch block calls `ElevateAsync` then re-calls `ScanSiteAsync`; test `ScanLoop_ToggleOn_AccessDenied_ElevatesAndRetries` verifies call counts |
| 9 | Successful scans never call ElevateAsync | VERIFIED | No catch path entered on success; test `ScanLoop_ScanSucceeds_ElevateNeverCalled` passes |
| 10 | Auto-elevated entries have WasAutoElevated=true | VERIFIED | `PermissionsViewModel.cs` line 274: `allEntries.AddRange(siteEntries.Select(e => e with { WasAutoElevated = true }))` |
| 11 | Auto-elevated rows visually distinct in DataGrid (amber highlight) | VERIFIED | `PermissionsView.xaml` lines 236-239: `DataTrigger Binding WasAutoElevated Value=True` sets `Background #FFF9E6` + tooltip; warning icon column at lines 246-263 |

**Score:** 11/11 truths verified

---

## Required Artifacts

### Plan 01 (OWN-01)

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `SharepointToolbox/Core/Models/AppSettings.cs` | AutoTakeOwnership bool property | VERIFIED | Line 7, defaults false |
| `SharepointToolbox/Core/Models/PermissionEntry.cs` | WasAutoElevated flag | VERIFIED | Line 17, last param with default false |
| `SharepointToolbox/Services/IOwnershipElevationService.cs` | Elevation service interface | VERIFIED | `interface IOwnershipElevationService` with `ElevateAsync` |
| `SharepointToolbox/Services/OwnershipElevationService.cs` | Tenant.SetSiteAdmin wrapper | VERIFIED | `class OwnershipElevationService : IOwnershipElevationService`, uses `Tenant.SetSiteAdmin` |
| `SharepointToolbox/Services/SettingsService.cs` | SetAutoTakeOwnershipAsync method | VERIFIED | Lines 40-45, follows SetLanguageAsync pattern |
| `SharepointToolbox/ViewModels/Tabs/SettingsViewModel.cs` | AutoTakeOwnership observable property | VERIFIED | Lines 42-53, loads in LoadAsync, persists on set |
| `SharepointToolbox/Views/Tabs/SettingsView.xaml` | CheckBox for auto-take-ownership toggle | VERIFIED | Lines 63-68, bound to AutoTakeOwnership |
| `SharepointToolbox.Tests/Services/OwnershipElevationServiceTests.cs` | Unit tests (model + service) | VERIFIED | 4 tests: defaults, round-trip, WasAutoElevated, with-expression |
| `SharepointToolbox.Tests/ViewModels/SettingsViewModelOwnershipTests.cs` | ViewModel ownership tests | VERIFIED | 2 tests: load default false, toggle persists |

### Plan 02 (OWN-02)

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `SharepointToolbox/ViewModels/Tabs/PermissionsViewModel.cs` | Scan-loop catch/elevate/retry logic | VERIFIED | Lines 249-271: try/catch with `ServerUnauthorizedAccessException` + `IsAccessDenied` helper |
| `SharepointToolbox/Views/Tabs/PermissionsView.xaml` | Visual differentiation for auto-elevated rows | VERIFIED | Lines 236-263: amber DataTrigger + warning icon column |
| `SharepointToolbox.Tests/ViewModels/PermissionsViewModelOwnershipTests.cs` | Unit tests for elevation behavior | VERIFIED | 8 tests covering all 5 plan behaviors + 3 DeriveAdminUrl theory cases |

---

## Key Link Verification

### Plan 01 Key Links

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `SettingsViewModel.cs` | `SettingsService.cs` | `SetAutoTakeOwnershipAsync` call on property change | WIRED | Line 51: `_ = _settingsService.SetAutoTakeOwnershipAsync(value);` |
| `SettingsView.xaml` | `SettingsViewModel.cs` | CheckBox IsChecked binding to AutoTakeOwnership | WIRED | Line 64: `IsChecked="{Binding AutoTakeOwnership}"` |

### Plan 02 Key Links

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `PermissionsViewModel.cs` | `IOwnershipElevationService.cs` | `ElevateAsync` call in catch block | WIRED | Line 265: `await _ownershipService.ElevateAsync(adminCtx, url, string.Empty, ct);` |
| `PermissionsViewModel.cs` | `SettingsService.cs` | Reading AutoTakeOwnership toggle state | WIRED | Lines 231-334: `IsAutoTakeOwnershipEnabled()` reads `_settingsService.GetSettingsAsync()` |
| `PermissionsView.xaml` | `PermissionEntry.cs` | DataTrigger on WasAutoElevated | WIRED | Line 236: `DataTrigger Binding="{Binding WasAutoElevated}" Value="True"` |

### DI Registration

| Service | Registration | Status | Details |
|---------|-------------|--------|---------|
| `IOwnershipElevationService` → `OwnershipElevationService` | `App.xaml.cs` | WIRED | Line 165: `services.AddTransient<IOwnershipElevationService, OwnershipElevationService>()` |

---

## Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|-------------|-------------|--------|----------|
| OWN-01 | 18-01 | User can enable/disable auto-take-ownership in settings (global toggle, OFF by default) | SATISFIED | AppSettings.AutoTakeOwnership + SettingsViewModel + SettingsView CheckBox — all wired and tested |
| OWN-02 | 18-02 | App auto-takes site collection admin on access denied during scans (toggle ON) | SATISFIED | PermissionsViewModel scan-loop catch/elevate/retry + WasAutoElevated tagging + amber DataGrid row — all wired and tested |

No orphaned requirements — both OWN-01 and OWN-02 declared in REQUIREMENTS.md are fully claimed and implemented.

---

## Localization Coverage

| Key | EN | FR | Status |
|-----|----|----|--------|
| `settings.ownership.title` | "Site Ownership" | "Propriété du site" | VERIFIED |
| `settings.ownership.auto` | "Automatically take site collection admin ownership on access denied" | present | VERIFIED |
| `settings.ownership.description` | "When enabled..." | present | VERIFIED |
| `permissions.elevated.tooltip` | "This site was automatically elevated..." | "Ce site a été élevé automatiquement..." | VERIFIED |

---

## Anti-Patterns Found

No blockers or warnings found.

- `OwnershipElevationService.ElevateAsync` passes `loginName` as `string.Empty` (documented decision in 18-02-SUMMARY.md: Tenant.SetSiteAdmin uses the admin context implicitly; current-user fetch would require extra network round-trip).
- No TODO/FIXME/placeholder comments in modified files.
- No stub return patterns (empty arrays, static responses).

---

## Human Verification Required

### 1. Settings Tab — Checkbox Default State

**Test:** Launch the app, open the Settings tab.
**Expected:** "Site Ownership" section visible; checkbox labeled "Automatically take site collection admin ownership on access denied" is unchecked by default.
**Why human:** WPF rendering and initial binding state cannot be verified programmatically.

### 2. Auto-Elevation End-to-End

**Test:** Configure a site the authenticated user cannot access. Enable the auto-take-ownership toggle. Run a permission scan against that site.
**Expected:** Scan completes (no error dialog), results appear with amber-highlighted rows and a warning icon (⚠) in the indicator column. Tooltip reads "This site was automatically elevated — ownership was taken to complete the scan".
**Why human:** Requires live SharePoint tenant with access-denied site; CSOM round-trip cannot be mocked in integration without real credentials.

---

## Gaps Summary

No gaps. All 11 observable truths verified, all artifacts exist and are substantive and wired, all key links confirmed, both OWN-01 and OWN-02 requirements satisfied with evidence.

---

_Verified: 2026-04-09_
_Verifier: Claude (gsd-verifier)_
