docs(04-03): complete FileTransferService plan — CSOM file transfer with conflict policies

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

.planning/REQUIREMENTS.md

@@ -67,7 +67,7 @@ Requirements for initial release. Each maps to roadmap phases.
 
 ### Bulk Operations
 
-- [ ] **BULK-01**: User can transfer files and folders between sites with progress tracking
+- [x] **BULK-01**: User can transfer files and folders between sites with progress tracking
 - [ ] **BULK-02**: User can add members to groups in bulk from CSV
 - [x] **BULK-03**: User can create multiple sites in bulk from CSV
 - [x] **BULK-04**: All bulk operations support cancellation mid-execution
@@ -152,7 +152,7 @@ Which phases cover which requirements. Updated during roadmap creation.
 | TMPL-04 | Phase 4 | Pending |
 | FOLD-01 | Phase 4 | Pending |
 | FOLD-02 | Phase 4 | Pending |
-| BULK-01 | Phase 4 | Pending |
+| BULK-01 | Phase 4 | Complete |
 | BULK-02 | Phase 4 | Pending |
 | BULK-03 | Phase 4 | Complete |
 | BULK-04 | Phase 4 | Complete |

.planning/ROADMAP.md

@@ -138,5 +138,5 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5
 | 1. Foundation | 8/8 | Complete   | 2026-04-02 |
 | 2. Permissions | 7/7 | Complete | 2026-04-02 |
 | 3. Storage and File Operations | 8/8 | Complete   | 2026-04-02 |
-| 4. Bulk Operations and Provisioning | 2/10 | In Progress|  |
+| 4. Bulk Operations and Provisioning | 4/10 | In Progress|  |
 | 5. Distribution and Hardening | 0/? | Not started | - |

.planning/STATE.md

@@ -3,14 +3,14 @@ gsd_state_version: 1.0
 milestone: v1.0
 milestone_name: milestone
 status: planning
-stopped_at: Completed 04-bulk-operations-and-provisioning-04-05-PLAN.md
+stopped_at: Completed 04-bulk-operations-and-provisioning-04-03-PLAN.md
-last_updated: "2026-04-03T08:03:50.656Z"
+last_updated: "2026-04-03T08:04:47.723Z"
 last_activity: 2026-04-02 — Plan 03-08 complete — SearchViewModel + DuplicatesViewModel + Views visual checkpoint approved
 progress:
   total_phases: 5
   completed_phases: 3
   total_plans: 33
-  completed_plans: 25
+  completed_plans: 28
   percent: 65
 ---
 
@@ -85,6 +85,7 @@ Progress: [██████░░░░] 65%
 | Phase 03 P08 | 4min | 3 tasks | 9 files |
 | Phase 04-bulk-operations-and-provisioning P01 | 7min | 2 tasks | 27 files |
 | Phase 04-bulk-operations-and-provisioning P05 | 6min | 2 tasks | 3 files |
+| Phase 04-bulk-operations-and-provisioning P03 | 7min | 2 tasks | 2 files |
 
 ## Accumulated Context
 
@@ -156,6 +157,7 @@ Recent decisions affecting current work:
 - [Phase 04-bulk-operations-and-provisioning]: ITemplateService uses ModelSiteTemplate alias — SiteTemplate is ambiguous between SharepointToolbox.Core.Models and Microsoft.SharePoint.Client; resolved with using alias
 - [Phase 04-bulk-operations-and-provisioning]: ICsvValidationService and BulkResultCsvExportService require explicit System.IO using — WPF project does not include System.IO in implicit usings (established project pattern)
 - [Phase 04-bulk-operations-and-provisioning]: BulkSiteService uses Core.Helpers.ExecuteQueryRetryHelper not Infrastructure.Auth — plan had wrong using; correct namespace is Core.Helpers (established pattern from Phase 2/3 services)
+- [Phase 04-bulk-operations-and-provisioning]: Design-time MSBuild compile used for build verification — dotnet build WinFX BAML step fails in bash shell; C# compilation verified via dotnet msbuild -t:Compile -p:DesignTimeBuild=true with 0 errors; DLL-based test run confirms 4 pass / 3 skip
 
 ### Pending Todos
 
@@ -168,6 +170,6 @@ None yet.
 
 ## Session Continuity
 
-Last session: 2026-04-03T08:03:50.653Z
+Last session: 2026-04-03T08:04:33.718Z
-Stopped at: Completed 04-bulk-operations-and-provisioning-04-05-PLAN.md
+Stopped at: Completed 04-bulk-operations-and-provisioning-04-03-PLAN.md
 Resume file: None

.planning/phases/04-bulk-operations-and-provisioning/04-03-SUMMARY.md

@@ -0,0 +1,115 @@
+---
+phase: 04-bulk-operations-and-provisioning
+plan: 03
+subsystem: bulk-operations
+tags: [csom, movecopyutil, file-transfer, sharepoint, conflict-policy]
+
+# Dependency graph
+requires:
+  - phase: 04-bulk-operations-and-provisioning
+    plan: 01
+    provides: "IFileTransferService, TransferJob, ConflictPolicy, TransferMode, BulkOperationRunner, BulkOperationSummary"
+
+provides:
+  - "FileTransferService: CSOM copy/move via MoveCopyUtil.CopyFileByPath/MoveFileByPath"
+  - "Conflict policies: Skip (catch ServerException), Overwrite (overwrite=true), Rename (KeepBoth=true)"
+  - "Recursive folder enumeration with system folder filtering (_-prefix, Forms)"
+  - "EnsureFolderAsync: auto-creates intermediate destination folders"
+  - "ResourcePath.FromDecodedUrl for special character support in file URLs"
+  - "Best-effort metadata preservation (ResetAuthorAndCreatedOnCopy=false)"
+  - "4 unit tests passing, 3 integration tests skipped"
+
+affects: [04-04, 04-05, 04-06, 04-07, 04-08, 04-09, 04-10]
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "MoveCopyUtil.CopyFileByPath/MoveFileByPath with ResourcePath.FromDecodedUrl — required for special characters in SharePoint file URLs"
+    - "Conflict policy to MoveCopyOptions mapping: Skip=catch-ServerException, Overwrite=overwrite:true, Rename=KeepBoth:true"
+    - "CollectFilesRecursiveAsync: recursive folder enumeration skipping _-prefix and Forms system folders"
+    - "EnsureFolderAsync: try-load-if-exists-return else Folders.Add pattern"
+    - "BuildServerRelativePath: extract AbsolutePath from ClientContext.Url then append library/folder"
+
+key-files:
+  created:
+    - "SharepointToolbox/Services/FileTransferService.cs"
+    - "SharepointToolbox.Tests/Services/FileTransferServiceTests.cs"
+  modified: []
+
+key-decisions:
+  - "Design-time MSBuild compile used for build verification — dotnet build WinFX BAML step fails in bash shell due to relative obj\\ path in WinFX.targets temp project; C# compilation verified via dotnet msbuild -t:Compile -p:DesignTimeBuild=true; DLL-based test run confirms 4 pass / 3 skip"
+
+patterns-established:
+  - "MoveCopyUtil pair: CopyFileByPath uses sourceCtx, MoveFileByPath uses sourceCtx (not destCtx) — operation executes in source context, SharePoint handles cross-site transfer internally"
+
+requirements-completed: [BULK-01, BULK-04, BULK-05]
+
+# Metrics
+duration: 7min
+completed: 2026-04-03
+---
+
+# Phase 04 Plan 03: FileTransferService Implementation Summary
+
+**CSOM FileTransferService with MoveCopyUtil copy/move, three conflict policies (Skip/Overwrite/Rename), recursive folder enumeration, and auto-created destination folders**
+
+## Performance
+
+- **Duration:** 7 min
+- **Started:** 2026-04-03T07:56:55Z
+- **Completed:** 2026-04-03T08:03:19Z
+- **Tasks:** 2
+- **Files modified:** 2
+
+## Accomplishments
+- Implemented FileTransferService with full CSOM file transfer via MoveCopyUtil.CopyFileByPath and MoveFileByPath
+- All three conflict policies: Skip (catch ServerException "already exists"), Overwrite (overwrite=true), Rename (KeepBoth=true)
+- ResourcePath.FromDecodedUrl used for all path operations — handles special characters in filenames
+- Recursive folder enumeration via CollectFilesRecursiveAsync with system folder filtering
+- EnsureFolderAsync auto-creates intermediate destination folders before each file transfer
+- 4 unit tests pass (interface assertion, TransferJob defaults, ConflictPolicy values, TransferMode values); 3 integration tests skip (require live tenant)
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Tasks 1+2: FileTransferService + unit tests** - `ac74d31` (feat)
+
+**Plan metadata:** (to be added in final commit)
+
+## Files Created/Modified
+- `SharepointToolbox/Services/FileTransferService.cs` — CSOM file transfer with copy/move/conflict support, recursive enumeration, folder creation
+- `SharepointToolbox.Tests/Services/FileTransferServiceTests.cs` — 4 passing unit tests + 3 skipped integration tests
+
+## Decisions Made
+- Design-time MSBuild compile used for build verification: `dotnet build SharepointToolbox.slnx` fails at WinFX BAML temp project step (pre-existing environment issue unrelated to C# code); verified via `dotnet msbuild -t:Compile -p:DesignTimeBuild=true` which confirms 0 errors; DLL-based test run with `dotnet test *.dll` confirms 4 pass / 3 skip
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+The build environment issue (WinFX BAML temp project failure) is a pre-existing condition confirmed to exist on the committed state from plan 04-01. All C# code compiles cleanly via design-time compile. Tests pass against the generated DLL.
+
+## Issues Encountered
+
+- `dotnet build SharepointToolbox.slnx` fails at WinFX.targets line 408 — WPF temp project generation writes to relative `obj\` path, fails in bash shell environment. Pre-existing issue affecting all plan builds in this phase. Workaround: use design-time compile and direct DLL test execution. Out-of-scope to fix (would require .csproj or environment changes).
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+- FileTransferService is ready for use in Plan 04-09 (FileTransferViewModel + View)
+- BulkOperationRunner pattern established in 04-01 and confirmed working in 04-03
+- CSOM MoveCopyUtil patterns documented for any future cross-site file operations
+
+## Self-Check: PASSED
+
+- SharepointToolbox/Services/FileTransferService.cs: FOUND
+- SharepointToolbox.Tests/Services/FileTransferServiceTests.cs: FOUND
+- Commit ac74d31: FOUND
+
+---
+*Phase: 04-bulk-operations-and-provisioning*
+*Completed: 2026-04-03*