---
phase: 16-report-consolidation-toggle
verified: 2026-04-09T00:00:00Z
status: passed
score: 11/11 must-haves verified
re_verification: false
---

# Phase 16: Report Consolidation Toggle Verification Report

**Phase Goal:** Add a "Merge duplicate permissions" toggle to User Access Audit and Permissions tabs that consolidates identical permissions across sites into single rows with expandable location sub-lists.
**Verified:** 2026-04-09
**Status:** PASSED
**Re-verification:** No — initial verification

---

## Goal Achievement

### Observable Truths

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | MergePermissions property exists on UserAccessAuditViewModel and defaults to false | VERIFIED | `[ObservableProperty] private bool _mergePermissions;` at line 106 of UserAccessAuditViewModel.cs |
| 2 | MergePermissions property exists on PermissionsViewModel and defaults to false (no-op placeholder) | VERIFIED | `[ObservableProperty] private bool _mergePermissions;` at line 42 of PermissionsViewModel.cs |
| 3 | Export Options GroupBox with 'Merge duplicate permissions' checkbox is visible in both XAML tabs | VERIFIED | GroupBox at line 213 of UserAccessAuditView.xaml; GroupBox at line 87 of PermissionsView.xaml; both bind `chk.merge.permissions` and `IsChecked="{Binding MergePermissions}"` |
| 4 | CSV export with mergePermissions=false produces byte-identical output to current behavior | VERIFIED | Test `WriteSingleFileAsync_mergePermissionsfalse_produces_identical_output` passes; early-return branch at line 100-102 of UserAccessCsvExportService.cs leaves existing code path untouched |
| 5 | CSV export with mergePermissions=true writes consolidated rows with Locations column | VERIFIED | Test `WriteSingleFileAsync_mergePermissionstrue_writes_consolidated_rows` passes; consolidated header `"User","User Login","Permission Level","Access Type","Granted Through","Locations","Location Count"` confirmed |
| 6 | HTML export with mergePermissions=false produces byte-identical output to pre-Phase-16 behavior | VERIFIED | Test `BuildHtml_mergePermissionsFalse_identical_to_default` passes; early-return branch at line 23 of UserAccessHtmlExportService.cs leaves existing code path untouched |
| 7 | HTML export with mergePermissions=true renders consolidated by-user rows with Sites column | VERIFIED | Test `BuildHtml_mergePermissionsTrue_contains_sites_column` passes; `BuildConsolidatedHtml` private method at line 343 emits Sites column header |
| 8 | Consolidated rows with 2+ locations show clickable [N sites] badge that expands sub-list | VERIFIED | Test `BuildHtml_mergePermissionsTrue_multiLocation_has_badge_and_subrows` passes; `onclick="toggleGroup('loc..."` and `data-group="loc..."` patterns confirmed at lines 517-523 of UserAccessHtmlExportService.cs |
| 9 | By-site view toggle is omitted from HTML when consolidation is ON | VERIFIED | Test `BuildHtml_mergePermissionsTrue_omits_bysite_view` passes; `BuildConsolidatedHtml` renders only `<button id="btn-user">` with no btn-site or view-site div (lines 453-455); existing `btn-site`/`view-site` references are only in the non-consolidated `BuildHtml` code path (lines 136, 192) |
| 10 | ViewModel passes MergePermissions to CSV export service | VERIFIED | Line 499 of UserAccessAuditViewModel.cs: `await _csvExportService.WriteSingleFileAsync(Results, dialog.FileName, CancellationToken.None, MergePermissions);` |
| 11 | ViewModel passes MergePermissions to HTML export service | VERIFIED | Line 530 of UserAccessAuditViewModel.cs: `await _htmlExportService.WriteAsync(Results, dialog.FileName, CancellationToken.None, MergePermissions, branding);` |

**Score:** 11/11 truths verified

---

### Required Artifacts

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `SharepointToolbox/ViewModels/Tabs/UserAccessAuditViewModel.cs` | MergePermissions ObservableProperty + export call site wiring | VERIFIED | Contains `_mergePermissions`, wired at both CSV (line 499) and HTML (line 530) call sites |
| `SharepointToolbox/ViewModels/Tabs/PermissionsViewModel.cs` | MergePermissions ObservableProperty (no-op placeholder) | VERIFIED | Contains `_mergePermissions` at line 42 |
| `SharepointToolbox/Views/Tabs/UserAccessAuditView.xaml` | Export Options GroupBox with checkbox | VERIFIED | GroupBox at line 213 with `audit.grp.export` header and `chk.merge.permissions` checkbox |
| `SharepointToolbox/Views/Tabs/PermissionsView.xaml` | Export Options GroupBox with checkbox | VERIFIED | GroupBox at line 87 with same pattern |
| `SharepointToolbox/Localization/Strings.resx` | EN localization keys | VERIFIED | `audit.grp.export`="Export Options", `chk.merge.permissions`="Merge duplicate permissions" at lines 413-414 |
| `SharepointToolbox/Localization/Strings.fr.resx` | FR localization keys | VERIFIED | `audit.grp.export`="Options d'exportation", `chk.merge.permissions`="Fusionner les permissions en double" at lines 413-414 |
| `SharepointToolbox/Services/Export/UserAccessCsvExportService.cs` | Consolidated CSV export path | VERIFIED | `WriteSingleFileAsync` accepts `bool mergePermissions = false`; early-return branch calls `PermissionConsolidator.Consolidate` |
| `SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs` | Consolidated HTML rendering with expandable location sub-lists | VERIFIED | `BuildHtml` signature includes `mergePermissions`; `BuildConsolidatedHtml` private method implements full rendering with `loc{n}` expandable rows |
| `SharepointToolbox.Tests/Services/Export/UserAccessCsvExportServiceTests.cs` | CSV consolidation tests (RPT-03-f, RPT-03-g) | VERIFIED | 3 new test methods for RPT-03-f and RPT-03-g, all passing |
| `SharepointToolbox.Tests/Services/Export/UserAccessHtmlExportServiceTests.cs` | HTML consolidation tests (RPT-03-b through RPT-03-e) | VERIFIED | 4 new test methods, all passing; branding test call site fixed with named `branding:` argument |

---

### Key Link Verification

| From | To | Via | Status | Details |
|------|----|-----|--------|---------|
| `UserAccessAuditView.xaml` | `UserAccessAuditViewModel.MergePermissions` | XAML Binding `IsChecked="{Binding MergePermissions}"` | WIRED | Line 217 of UserAccessAuditView.xaml |
| `PermissionsView.xaml` | `PermissionsViewModel.MergePermissions` | XAML Binding `IsChecked="{Binding MergePermissions}"` | WIRED | Line 91 of PermissionsView.xaml |
| `UserAccessAuditViewModel.ExportCsvAsync` | `UserAccessCsvExportService.WriteSingleFileAsync` | MergePermissions parameter passthrough | WIRED | Line 499: `WriteSingleFileAsync(Results, dialog.FileName, CancellationToken.None, MergePermissions)` |
| `UserAccessAuditViewModel.ExportHtmlAsync` | `UserAccessHtmlExportService.WriteAsync` | MergePermissions parameter passthrough | WIRED | Line 530: `WriteAsync(Results, dialog.FileName, CancellationToken.None, MergePermissions, branding)` |
| `UserAccessHtmlExportService.BuildHtml` | `PermissionConsolidator.Consolidate` | Early-return branch when mergePermissions=true | WIRED | Lines 23-27 of UserAccessHtmlExportService.cs; `PermissionConsolidator.Consolidate(entries)` called directly |
| Consolidated HTML | toggleGroup JS | `data-group='loc{idx}'` on location sub-rows | WIRED | Lines 517-527 of UserAccessHtmlExportService.cs; `locIdx` counter distinct from `grpIdx` (Pitfall 2 avoided) |

---

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|------------|-------------|--------|----------|
| RPT-03 | 16-01-PLAN.md, 16-02-PLAN.md | User can enable/disable entry consolidation per export (toggle in export settings) | SATISFIED | Toggle UI in both tabs (UserAccessAuditView.xaml, PermissionsView.xaml); consolidated CSV and HTML export paths both implemented and tested; full test suite 302 passed |

**Note on RPT-04:** RPT-04 ("Consolidated reports merge rows for the same user with identical access levels across multiple locations into a single row") is marked Complete in REQUIREMENTS.md and attributed to Phase 15. It is fulfilled by `PermissionConsolidator.Consolidate` (implemented in Phase 15). Phase 16 consumes that Phase 15 artifact — no gap.

---

### Anti-Patterns Found

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| — | — | — | — | No anti-patterns found |

The only `placeholder` strings found are HTML input `placeholder=` attributes in the filter input box — these are correct UI attributes, not code stubs.

---

### Human Verification Required

#### 1. Toggle UI — Visual appearance in both tabs

**Test:** Launch the application, open the User Access Audit tab and the Permissions tab.
**Expected:** Each tab shows an "Export Options" GroupBox (visible at all times, not collapsible or hidden) containing a "Merge duplicate permissions" checkbox that is unchecked by default.
**Why human:** Visual layout, GroupBox placement relative to other controls, and checkbox label legibility cannot be verified programmatically.

#### 2. Consolidated HTML export — Browser rendering of expandable rows

**Test:** Run a scan, check "Merge duplicate permissions", export as HTML, open the HTML file in a browser. Find a user with permissions on multiple sites.
**Expected:** A "[N sites]" badge is displayed in the Sites column. Clicking it expands hidden sub-rows showing linked site titles. Clicking again collapses them. The "By Site" tab/button is absent.
**Why human:** DOM interactivity, click behavior, and visual expansion cannot be verified by static code analysis.

#### 3. French locale — Localized labels

**Test:** Switch application language to French, open both tabs.
**Expected:** GroupBox header shows "Options d'exportation"; checkbox label shows "Fusionner les permissions en double".
**Why human:** Runtime locale switching requires the application to be running.

---

### Gaps Summary

No gaps. All 11 observable truths are verified. All artifacts exist, are substantive, and are fully wired. The full test suite passes (302 passed, 26 skipped, 0 failed). Build produces 0 errors and 0 warnings. RPT-03 requirement is fully satisfied.

---

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