---
phase: 07-user-access-audit
plan: 06
subsystem: export
tags: [csv, html, export, user-access-audit, csharp]

requires:
  - phase: 07-01
    provides: [UserAccessEntry, AccessType enum]
provides:
  - UserAccessCsvExportService with BuildCsv, WriteAsync (per-user files), WriteSingleFileAsync (combined)
  - UserAccessHtmlExportService with BuildHtml (interactive dual-view report), WriteAsync
affects: [07-04, 07-07, 07-08]

tech-stack:
  added: []
  patterns: [RFC 4180 CSV escaping, UTF-8+BOM for CSV, UTF-8 no-BOM for HTML, inline CSS/JS self-contained HTML, dual-view toggle pattern, collapsible group rows]

key-files:
  created:
    - SharepointToolbox/Services/Export/UserAccessCsvExportService.cs
    - SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs
  modified: []

key-decisions:
  - "UserAccessCsvExportService has two write modes: WriteAsync (per-user files to directory, audit_{email}_{date}.csv) and WriteSingleFileAsync (all users combined, for SaveFileDialog export in ViewModel)"
  - "HTML BuildHtml uses group-scoped sortTable so sorting within one user/site group does not disrupt others"
  - "filterTable() shows/hides group headers based on whether any of their child rows match, avoiding orphaned headers"

patterns-established:
  - "Export services follow consistent pattern: BuildX() returns string, WriteAsync() writes to path — same as CsvExportService and HtmlExportService"
  - "HTML reports use data-group attributes on detail rows for JS group operations (toggle, sort, filter)"
  - "High-privilege CSS applied inline via rowClass variable — keeps HTML generation declarative"

requirements-completed: [UACC-02]

duration: 2min
completed: 2026-04-07
---

# Phase 7 Plan 06: Export Services Summary

**Two self-contained export services for User Access Audit: per-user CSV files with summary headers and a single interactive HTML report with dual-view toggle (by-user/by-site), collapsible groups, sortable columns, risk highlighting, and color-coded access type badges.**

## Performance

- **Duration:** ~2 min
- **Started:** 2026-04-07T10:39:04Z
- **Completed:** 2026-04-07T10:41:05Z
- **Tasks:** 2
- **Files modified:** 2

## Accomplishments

- UserAccessCsvExportService: BuildCsv (per-user with summary block), WriteAsync (one file per user), WriteSingleFileAsync (combined for SaveFileDialog) — RFC 4180 escaping, UTF-8+BOM
- UserAccessHtmlExportService: self-contained HTML with stats cards, per-user summary cards, dual-view toggle (By User / By Site), collapsible group headers, sortable columns (per-group), text filter scoped to active view
- Risk highlighting: high-privilege rows bold + warning icon, high-privilege user cards with red left border, external user guest badge (orange pill)

## Task Commits

1. **Task 1: Implement UserAccessCsvExportService** - `9f891aa` (feat)
2. **Task 2: Implement UserAccessHtmlExportService** - `3146a04` (feat)

**Plan metadata:** (docs commit pending)

## Files Created/Modified

- `SharepointToolbox/Services/Export/UserAccessCsvExportService.cs` — Per-user and combined CSV export with summary headers
- `SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs` — Interactive HTML report with dual-view toggle, collapsible groups, inline CSS/JS

## Decisions Made

1. **Two CSV write modes** — WriteAsync writes one file per user to a directory (batch export); WriteSingleFileAsync writes all users to one file (for ViewModel's SaveFileDialog flow, simpler UX).

2. **Group-scoped sort** — sortTable() collects and re-inserts rows within each group individually, so sorting by "Permission Level" in the by-user view keeps each user's rows together.

3. **Filter hides empty group headers** — filterTable() tracks which groups have at least one visible row, then hides group headers for empty groups to avoid orphaned section labels.

## Deviations from Plan

None — plan executed exactly as written.

## Issues Encountered

None.

## User Setup Required

None - no external service configuration required.

## Next Phase Readiness

- Both export services ready for wiring into the UserAccessAuditViewModel export commands (07-04)
- CSV: ViewModel calls WriteSingleFileAsync(entries, filePath, ct) after SaveFileDialog
- HTML: ViewModel calls WriteAsync(entries, filePath, ct) after SaveFileDialog
- Both services are stateless and constructable without DI parameters

## Self-Check: PASSED

Files confirmed present:
- FOUND: SharepointToolbox/Services/Export/UserAccessCsvExportService.cs
- FOUND: SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs

Commits confirmed:
- FOUND: 9f891aa
- FOUND: 3146a04

---
*Phase: 07-user-access-audit*
*Completed: 2026-04-07*
