---
phase: 16
title: Report Consolidation Toggle
status: ready-for-planning
created: 2026-04-09
---

# Phase 16 Context: Report Consolidation Toggle

## Decided Areas (from Phase 15 CONTEXT.md — locked)

These are locked — do not re-litigate during planning or execution.

| Decision | Value |
|---|---|
| Consolidation scope | User access audit report only — site-centric permission report is unchanged |
| Consolidation key | `UserLogin + PermissionLevel + AccessType + GrantedThrough` (4-field match) |
| Source model | `UserAccessEntry` (already normalized, one user per row) |
| Consolidation defaults OFF | Toggle must default to unchecked |
| No API calls | Pure data transformation via `PermissionConsolidator.Consolidate()` |
| Existing exports unchanged when OFF | Output must be identical to pre-v2.3 when toggle is OFF |

## Discussed Areas

### 1. Toggle Placement & UX

**Decision:** New "Export Options" GroupBox in the left panel of both audit tabs, always visible.

- Add a new `GroupBox` labeled "Export Options" below the existing "Scan Options" GroupBox
- Contains a single `CheckBox` labeled **"Merge duplicate permissions"**
- GroupBox is always visible (not hidden when results are empty)
- The same GroupBox appears in both the User Access Audit tab and the site-centric Permissions tab
- No pre-export dialog — the toggle is always accessible in the panel
- Toggle applies to **both HTML and CSV exports** (user override of REQUIREMENTS.md CSV exclusion)

### 2. Consolidated HTML Rendering

**Decision:** Expandable sub-list for merged locations, with inline fallback for single-site rows.

- When consolidation is ON, the by-user view shows consolidated rows
- Each consolidated row has a "Sites" column:
  - **1 location:** site title displayed inline (no badge/expand)
  - **2+ locations:** clickable `[N sites]` badge that expands an inline sub-list of site URLs/titles below the row
- Expandable sub-list uses the existing `toggleGroup()` JS pattern already in the HTML export
- **By-site view is disabled** when consolidation is ON — only the by-user view is available (the view toggle is hidden or grayed out)
- No "Consolidated view" indicator in the report header — report stands on its own

### 3. Session Persistence Scope

**Decision:** Session-scoped global setting, UI in both tabs.

- Toggle state lives as a **session-scoped property** (ViewModel or shared service) — resets to OFF on app restart
- The setting is **global** — one toggle state shared across all export types and tabs
- UI presence: Export Options GroupBox in **both** User Access Audit tab and site-centric Permissions tab, reading/writing the same property
- **Site-centric tab: toggle is present but no-op** — the checkbox is shown and functional (stores the value) but the site-centric export does not apply consolidation logic yet. This is intentional placeholder wiring for future phases.
- User Access Audit exports (HTML and CSV) are the only ones that apply the consolidation when the toggle is ON

## Deferred Ideas (out of scope for Phase 16)

- Site-centric consolidation logic (toggle present in UI but no-op for site-centric exports)
- Group expansion within consolidated rows (Phase 17)
- Persistent consolidation preference across app restarts (decided: session-only for now)
- "Consolidated view" report header indicator (decided: not needed)

## code_context

| Asset | Path | Reuse |
|---|---|---|
| PermissionConsolidator | `SharepointToolbox/Core/Helpers/PermissionConsolidator.cs` | Call `Consolidate()` to transform flat entries into consolidated list |
| ConsolidatedPermissionEntry | `SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs` | Output model from consolidator — has `Locations` list and `LocationCount` |
| LocationInfo | `SharepointToolbox/Core/Models/LocationInfo.cs` | Location record within consolidated entry |
| UserAccessEntry | `SharepointToolbox/Core/Models/UserAccessEntry.cs` | Input model — flat permission row |
| UserAccessHtmlExportService | `SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs` | Update to accept consolidation flag; render consolidated rows when ON |
| UserAccessCsvExportService | `SharepointToolbox/Services/Export/UserAccessCsvExportService.cs` | Update to apply consolidation when toggle is ON |
| UserAccessAuditViewModel | `SharepointToolbox/ViewModels/Tabs/UserAccessAuditViewModel.cs` | Add `MergePermissions` property; pass to export services |
| UserAccessAuditView.xaml | `SharepointToolbox/Views/Tabs/UserAccessAuditView.xaml` | Add Export Options GroupBox with checkbox |
| Scan Options GroupBox pattern | `SharepointToolbox/Views/Tabs/UserAccessAuditView.xaml` (lines 199-210) | Follow same GroupBox + CheckBox binding pattern |
| toggleGroup() JS | `UserAccessHtmlExportService.cs` (inline JS) | Reuse for expandable location sub-lists |
| PermissionConsolidatorTests | `SharepointToolbox.Tests/Helpers/PermissionConsolidatorTests.cs` | Reference for test patterns; add integration tests for export flow |

---

*Phase: 16-report-consolidation-toggle*
*Context gathered: 2026-04-09 via discuss-phase*
