---
gsd_state_version: 1.0
milestone: v2.3
milestone_name: Tenant Management & Report Enhancements
status: planning
stopped_at: Completed 19-02-PLAN.md
last_updated: "2026-04-09T13:23:47.593Z"
last_activity: 2026-04-09 — Roadmap created for v2.3 (phases 15-19)
progress:
  total_phases: 5
  completed_phases: 5
  total_plans: 10
  completed_plans: 10
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-04-09)

**Core value:** Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
**Current focus:** v2.3 Tenant Management & Report Enhancements — Phase 15 next

## Current Position

Phase: 15 — Consolidation Data Model (not started)
Plan: —
Status: Roadmap approved — ready to plan Phase 15
Last activity: 2026-04-09 — Roadmap created for v2.3 (phases 15-19)

```
v2.3 Progress: ░░░░░░░░░░ 0% (0/5 phases)
```

## Shipped Milestones

- v1.0 MVP — Phases 1-5 (shipped 2026-04-07)
- v1.1 Enhanced Reports — Phases 6-9 (shipped 2026-04-08)
- v2.2 Report Branding & User Directory — Phases 10-14 (shipped 2026-04-09)

## v2.3 Phase Map

| Phase | Name | Requirements | Status |
|-------|------|--------------|--------|
| 15 | Consolidation Data Model | RPT-04 | Not started |
| 16 | Report Consolidation Toggle | RPT-03 | Not started |
| 17 | Group Expansion in HTML Reports | RPT-01, RPT-02 | Not started |
| 18 | Auto-Take Ownership | OWN-01, OWN-02 | Not started |
| 19 | App Registration & Removal | APPREG-01..06 | Not started |

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.

**v2.3 notable constraints:**
- Phase 19 has the highest blast radius (Entra changes) — must be last
- Phase 15 is zero-API-call foundation; unblocks Phase 16 (consolidation) and Phase 18 (ownership) independently
- Group expansion (Phase 17) calls Graph at export time, not at scan time — scan pipeline unchanged
- Auto-take ownership uses PnP `Tenant.SetSiteAdmin` — requires Tenant Admin scope
- App registration must be atomic with rollback; partial Entra state is worse than no state
- [Phase 15]: MakeKey declared internal for test access via InternalsVisibleTo without exposing as public API
- [Phase 15]: LINQ GroupBy+Select for consolidation merge instead of mutable dictionary — consistent with functional codebase style
- [Phase 15-consolidation-data-model]: RPT-04-g test data uses 11 rows (not 10) to produce 7 consolidated rows — plan description had a counting error; 4 unique rows + 3 merged groups = 7
- [Phase 16-01]: Consolidated branch uses early-return pattern inside WriteSingleFileAsync to leave existing code path untouched
- [Phase 16-01]: PermissionsViewModel gets MergePermissions as no-op placeholder reserved for future use
- [Phase 16-report-consolidation-toggle]: BuildConsolidatedHtml is a private method via early-return in BuildHtml — existing code path completely untouched
- [Phase 16-report-consolidation-toggle]: Separate locIdx counter for location groups (loc0, loc1...) distinct from grpIdx for user groups (ugrp0...) prevents ID collision
- [Phase 17]: Static helpers IsAadGroup/ExtractAadGroupId/StripClaims declared internal to enable unit testing via InternalsVisibleTo without polluting public API
- [Phase 17]: Graph client created lazily on first AAD group encountered to avoid unnecessary auth overhead for groups with no nested AAD members
- [Phase 17]: groupMembers optional param in HtmlExportService — null produces identical pre-Phase-17 output; ISharePointGroupResolver injected as optional last param in PermissionsViewModel; resolution failure degrades gracefully with LogWarning
- [Phase 18-auto-take-ownership]: OwnershipElevationService uses Tenant.SetSiteAdmin from PnP.Framework
- [Phase 18-auto-take-ownership]: WasAutoElevated last positional param with default=false preserves all existing PermissionEntry callsites
- [Phase 18-auto-take-ownership]: AutoTakeOwnership ViewModel setter uses fire-and-forget pattern matching DataFolder
- [Phase 18-auto-take-ownership]: Toggle read before scan loop (not in exception filter) — await in when clause unsupported; pre-read bool preserves semantics
- [Phase 18-auto-take-ownership]: WasAutoElevated DataTrigger last in RowStyle.Triggers — amber wins over RiskLevel color
- [Phase 19-app-registration-removal]: AppRegistrationService uses AppGraphClientFactory alias to disambiguate from Microsoft.Graph.GraphClientFactory
- [Phase 19-app-registration-removal]: BuildRequiredResourceAccess declared internal to enable direct unit testing without live Graph calls
- [Phase 19-app-registration-removal]: SharePoint AllSites.FullControl GUID marked LOW confidence — must be verified against live tenant
- [Phase 19-app-registration-removal]: ProfileManagementViewModel constructor gains IAppRegistrationService as last param — existing logo tests updated to 5-param
- [Phase 19-app-registration-removal]: TranslationSource.Instance used directly in ViewModel for status strings (consistent with runtime locale switching)
- [Phase 19-app-registration-removal]: BooleanToVisibilityConverter declared in Window.Resources (WPF built-in, no custom converter needed)

### Pending Todos

None.

### Blockers/Concerns

None.

## Session Continuity

Last session: 2026-04-09T13:20:36.865Z
Stopped at: Completed 19-02-PLAN.md
Resume file: None
Next step: `/gsd:plan-phase 15`
