docs(18-01): complete auto-take-ownership settings foundation plan
- 18-01-SUMMARY.md: plan execution summary - STATE.md: progress updated to 98%, decisions recorded, stopped-at updated - ROADMAP.md: phase 18 marked in-progress (1/2 summaries) - REQUIREMENTS.md: OWN-01 marked complete
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@@ -18,7 +18,7 @@ Requirements for v2.3 Tenant Management & Report Enhancements. Each maps to road
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### Site Ownership
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- [ ] **OWN-01**: User can enable/disable auto-take-ownership in application settings (global toggle, OFF by default)
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- [x] **OWN-01**: User can enable/disable auto-take-ownership in application settings (global toggle, OFF by default)
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- [ ] **OWN-02**: App automatically takes site collection admin ownership when encountering access denied during scans (when toggle is ON)
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### Report Enhancements
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@@ -54,7 +54,7 @@ Requirements for v2.3 Tenant Management & Report Enhancements. Each maps to road
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| APPREG-04 | Phase 19 | Pending |
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| APPREG-05 | Phase 19 | Pending |
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| APPREG-06 | Phase 19 | Pending |
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| OWN-01 | Phase 18 | Pending |
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| OWN-01 | Phase 18 | Complete |
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| OWN-02 | Phase 18 | Pending |
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| RPT-01 | Phase 17 | Complete |
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| RPT-02 | Phase 17 | Complete |
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@@ -102,7 +102,7 @@ Plans:
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2. When the toggle is OFF, access-denied sites produce the same error behavior as before v2.3 (no regression)
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3. When the toggle is ON and a scan hits access denied on a site, the app automatically calls `Tenant.SetSiteAdmin` to elevate ownership and retries the site without interrupting the scan
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4. The scan result for an auto-elevated site is visually distinguishable from a normally-scanned site (e.g., a flag or icon in the results)
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**Plans:** 2 plans
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**Plans:** 1/2 plans executed
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Plans:
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- [ ] 18-01-PLAN.md — Settings toggle + OwnershipElevationService + PermissionEntry.WasAutoElevated flag
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- [ ] 18-02-PLAN.md — Scan-loop elevation logic + DataGrid visual differentiation
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@@ -129,5 +129,5 @@ Plans:
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| 15. Consolidation Data Model | v2.3 | 2/2 | Complete | 2026-04-09 |
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| 16. Report Consolidation Toggle | v2.3 | 2/2 | Complete | 2026-04-09 |
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| 17. Group Expansion in HTML Reports | 2/2 | Complete | 2026-04-09 | — |
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| 18. Auto-Take Ownership | v2.3 | 0/2 | Planned | — |
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| 18. Auto-Take Ownership | 1/2 | In Progress| | — |
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| 19. App Registration & Removal | v2.3 | 0/? | Not started | — |
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@@ -3,14 +3,14 @@ gsd_state_version: 1.0
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milestone: v2.3
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milestone_name: Tenant Management & Report Enhancements
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status: planning
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stopped_at: Completed 17-02-PLAN.md
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last_updated: "2026-04-09T11:13:35.417Z"
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stopped_at: Completed 18-01-PLAN.md
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last_updated: "2026-04-09T12:25:36.302Z"
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last_activity: 2026-04-09 — Roadmap created for v2.3 (phases 15-19)
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progress:
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total_phases: 5
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completed_phases: 3
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total_plans: 6
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completed_plans: 6
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total_plans: 8
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completed_plans: 7
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---
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# Project State
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@@ -71,6 +71,9 @@ Decisions are logged in PROJECT.md Key Decisions table.
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- [Phase 17]: Static helpers IsAadGroup/ExtractAadGroupId/StripClaims declared internal to enable unit testing via InternalsVisibleTo without polluting public API
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- [Phase 17]: Graph client created lazily on first AAD group encountered to avoid unnecessary auth overhead for groups with no nested AAD members
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- [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
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- [Phase 18-auto-take-ownership]: OwnershipElevationService uses Tenant.SetSiteAdmin from PnP.Framework
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- [Phase 18-auto-take-ownership]: WasAutoElevated last positional param with default=false preserves all existing PermissionEntry callsites
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- [Phase 18-auto-take-ownership]: AutoTakeOwnership ViewModel setter uses fire-and-forget pattern matching DataFolder
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### Pending Todos
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@@ -82,7 +85,7 @@ None.
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## Session Continuity
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Last session: 2026-04-09T11:11:03.823Z
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Stopped at: Completed 17-02-PLAN.md
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Last session: 2026-04-09T12:25:29.455Z
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Stopped at: Completed 18-01-PLAN.md
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Resume file: None
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Next step: `/gsd:plan-phase 15`
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83
.planning/phases/18-auto-take-ownership/18-01-SUMMARY.md
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83
.planning/phases/18-auto-take-ownership/18-01-SUMMARY.md
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@@ -0,0 +1,83 @@
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---
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phase: 18-auto-take-ownership
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plan: "01"
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subsystem: settings, models, services
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tags: [auto-take-ownership, settings, permission-entry, elevation-service, di]
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dependency_graph:
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requires: []
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provides: [AppSettings.AutoTakeOwnership, PermissionEntry.WasAutoElevated, IOwnershipElevationService, OwnershipElevationService, SettingsViewModel.AutoTakeOwnership]
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affects: [SharepointToolbox/Core/Models/AppSettings.cs, SharepointToolbox/Core/Models/PermissionEntry.cs, SharepointToolbox/Services/SettingsService.cs, SharepointToolbox/ViewModels/Tabs/SettingsViewModel.cs, SharepointToolbox/Views/Tabs/SettingsView.xaml]
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tech_stack:
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added: [IOwnershipElevationService, OwnershipElevationService, Microsoft.Online.SharePoint.TenantAdministration.Tenant.SetSiteAdmin]
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patterns: [fire-and-forget property setter pattern (matching DataFolder), DI transient registration]
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key_files:
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created:
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- SharepointToolbox/Services/IOwnershipElevationService.cs
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- SharepointToolbox/Services/OwnershipElevationService.cs
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- SharepointToolbox.Tests/Services/OwnershipElevationServiceTests.cs
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- SharepointToolbox.Tests/ViewModels/SettingsViewModelOwnershipTests.cs
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modified:
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- SharepointToolbox/Core/Models/AppSettings.cs
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- SharepointToolbox/Core/Models/PermissionEntry.cs
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- SharepointToolbox/Services/SettingsService.cs
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- SharepointToolbox/ViewModels/Tabs/SettingsViewModel.cs
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- SharepointToolbox/Views/Tabs/SettingsView.xaml
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- SharepointToolbox/Localization/Strings.resx
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- SharepointToolbox/Localization/Strings.fr.resx
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- SharepointToolbox/App.xaml.cs
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decisions:
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- "OwnershipElevationService.ElevateAsync uses Tenant.SetSiteAdmin from PnP.Framework (Microsoft.Online.SharePoint.TenantAdministration)"
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- "WasAutoElevated placed last with default=false in PermissionEntry positional record to avoid breaking all existing callsites"
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- "AutoTakeOwnership in SettingsViewModel follows fire-and-forget pattern matching DataFolder setter"
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metrics:
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duration: "~15 minutes"
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tasks_completed: 2
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files_modified: 8
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files_created: 4
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completed_date: "2026-04-09"
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---
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# Phase 18 Plan 01: Auto-Take Ownership Settings Foundation Summary
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**One-liner:** AppSettings, PermissionEntry, IOwnershipElevationService/impl, and SettingsView checkbox for auto-take-ownership toggle backed by full EN/FR localization and 10 new tests.
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## Tasks Completed
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| Task | Name | Commit | Files |
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|------|------|--------|-------|
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| 1 | Models + SettingsService + OwnershipElevationService + tests | 36fb312 | AppSettings.cs, PermissionEntry.cs, SettingsService.cs, IOwnershipElevationService.cs, OwnershipElevationService.cs, SettingsViewModel.cs, App.xaml.cs, 2 test files |
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| 2 | SettingsView XAML + localization | 20948e4 | SettingsView.xaml, Strings.resx, Strings.fr.resx |
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## What Was Built
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- `AppSettings.AutoTakeOwnership` bool property defaulting to `false`, round-trips through JSON.
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- `PermissionEntry.WasAutoElevated` optional positional parameter (last, default `false`) — zero callsite breakage.
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- `SettingsService.SetAutoTakeOwnershipAsync(bool)` persists toggle following same pattern as `SetLanguageAsync`/`SetDataFolderAsync`.
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- `IOwnershipElevationService` interface with `ElevateAsync(ClientContext, siteUrl, loginName, ct)`.
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- `OwnershipElevationService` wraps `Tenant.SetSiteAdmin` from PnP.Framework.
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- DI registration: `services.AddTransient<IOwnershipElevationService, OwnershipElevationService>()` in App.xaml.cs.
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- `SettingsViewModel.AutoTakeOwnership` property loads from settings on `LoadAsync()`, persists on set via fire-and-forget `SetAutoTakeOwnershipAsync`.
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- `SettingsView.xaml` "Site Ownership" section with `CheckBox` bound to `AutoTakeOwnership`, with description `TextBlock`.
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- EN/FR localization keys: `settings.ownership.title`, `settings.ownership.auto`, `settings.ownership.description`.
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- 10 new tests covering all behaviors; full suite: 328 passed, 28 skipped, 0 failed.
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## Decisions Made
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1. `OwnershipElevationService.ElevateAsync` uses `Tenant.SetSiteAdmin` (already available via PnP.Framework `Microsoft.Online.SharePoint.TenantAdministration`).
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2. `WasAutoElevated` placed last with `= false` default in the positional record — no existing callsite needed updating.
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3. `AutoTakeOwnership` ViewModel setter uses `_ = _settingsService.SetAutoTakeOwnershipAsync(value)` matching the `DataFolder` fire-and-forget pattern.
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## Deviations from Plan
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None - plan executed exactly as written.
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## Test Results
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- `dotnet build SharepointToolbox.slnx` — 0 errors, 0 warnings
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- `dotnet test ... --filter OwnershipElevation|SettingsViewModelOwnership` — 8/8 passed
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- `dotnet test ... --filter LocaleCompleteness` — 2/2 passed
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- Full suite — 328 passed, 0 failed, 28 skipped
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## Self-Check: PASSED
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All created files exist. All commits verified. Full test suite green.
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