docs: create milestone v1.1 roadmap (4 phases)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
Dev
@@ -45,21 +45,21 @@ None deferred — all active requirements scoped to v1.1.
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| Requirement | Phase | Status |
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|-------------|-------|--------|
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| SITE-01 | — | Pending |
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| SITE-02 | — | Pending |
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| UACC-01 | — | Pending |
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| UACC-02 | — | Pending |
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| SIMP-01 | — | Pending |
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| SIMP-02 | — | Pending |
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| SIMP-03 | — | Pending |
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| VIZZ-01 | — | Pending |
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| VIZZ-02 | — | Pending |
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| VIZZ-03 | — | Pending |
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| SITE-01 | Phase 6 | Pending |
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| SITE-02 | Phase 6 | Pending |
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| UACC-01 | Phase 7 | Pending |
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| UACC-02 | Phase 7 | Pending |
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| SIMP-01 | Phase 8 | Pending |
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| SIMP-02 | Phase 8 | Pending |
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| SIMP-03 | Phase 8 | Pending |
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| VIZZ-01 | Phase 9 | Pending |
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| VIZZ-02 | Phase 9 | Pending |
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| VIZZ-03 | Phase 9 | Pending |
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**Coverage:**
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- v1.1 requirements: 10 total
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- Mapped to phases: 0 (pending roadmap)
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- Unmapped: 10
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- Mapped to phases: 10
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- Unmapped: 0
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---
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*Requirements defined: 2026-04-07*
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*Requirements defined: 2026-04-07 | Traceability updated: 2026-04-07*
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@@ -3,6 +3,7 @@
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## Milestones
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- ✅ **v1.0 MVP** — Phases 1-5 (shipped 2026-04-07) — [archive](milestones/v1.0-ROADMAP.md)
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- 🔄 **v1.1 Enhanced Reports** — Phases 6-9 (in progress)
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## Phases
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@@ -17,6 +18,59 @@
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</details>
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**v1.1 Enhanced Reports**
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- [ ] **Phase 6: Global Site Selection** — Toolbar-level multi-site picker that all feature tabs consume as their default target
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- [ ] **Phase 7: User Access Audit** — New feature tab: export every SharePoint/Teams access a specific user holds across selected sites
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- [ ] **Phase 8: Simplified Permissions** — Plain-language labels, summary counts, color coding, and detail-level toggle on the permissions report
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- [ ] **Phase 9: Storage Visualization** — Charting dependency + pie/donut and bar chart views of storage by file type in the Storage Metrics tab
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## Phase Details
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### Phase 6: Global Site Selection
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**Goal**: Administrators can select one or more target sites once from the toolbar and have every feature tab use that selection by default
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**Depends on**: Phase 5 (v1.0 foundation — toolbar and tab architecture in place)
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**Requirements**: SITE-01, SITE-02
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**Success Criteria** (what must be TRUE):
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1. A multi-site picker control is visible in the main toolbar at all times, regardless of which tab is active
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2. Selecting sites in the toolbar causes all feature tabs to default to those sites when an operation is run
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3. A user can override the global selection on any individual tab without clearing the global state
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4. The global site selection persists across tab switches within the same session
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**Plans**: TBD
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### Phase 7: User Access Audit
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**Goal**: Administrators can audit every permission a specific user holds across selected sites and export the results
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**Depends on**: Phase 6
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**Requirements**: UACC-01, UACC-02
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**Success Criteria** (what must be TRUE):
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1. A User Access Audit tab (or panel) is accessible and accepts a user identifier and site selection as inputs
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2. Running the audit returns a list of all access entries the user holds across the selected sites
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3. Results distinguish between direct role assignments, SharePoint group memberships, and inherited access
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4. Results can be exported to CSV or HTML in the same format established by v1.0 export patterns
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**Plans**: TBD
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### Phase 8: Simplified Permissions
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**Goal**: Permissions reports are readable by non-technical users through plain-language labels, color coding, and a configurable detail level
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**Depends on**: Phase 6
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**Requirements**: SIMP-01, SIMP-02, SIMP-03
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**Success Criteria** (what must be TRUE):
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1. The permissions report displays human-readable labels (e.g., "Can edit files") alongside or instead of raw SharePoint role names (e.g., "Contribute") when the simplified mode toggle is on
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2. The report shows summary counts per permission level with color indicators distinguishing high, medium, and low access levels
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3. A detail-level selector (simple / detailed) controls whether individual item-level rows are shown or collapsed into summary rows
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4. Toggling modes and detail level does not require re-running the scan — it re-renders from the already-fetched data
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**Plans**: TBD
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### Phase 9: Storage Visualization
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**Goal**: The Storage Metrics tab displays an interactive chart of space consumption by file type, togglable between pie/donut and bar chart views
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**Depends on**: Phase 6
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**Requirements**: VIZZ-01, VIZZ-02, VIZZ-03
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**Success Criteria** (what must be TRUE):
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1. A WPF charting library (LiveCharts2 or OxyPlot) is integrated as a NuGet dependency and renders correctly in the self-contained EXE build
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2. After a storage scan completes, a chart appears in the Storage Metrics tab showing space broken down by file type
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3. A toggle control switches the chart between pie/donut and bar chart representations without re-running the scan
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4. The chart updates automatically whenever a new storage scan finishes, without requiring manual refresh
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**Plans**: TBD
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## Progress
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| Phase | Milestone | Plans Complete | Status | Completed |
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@@ -26,3 +80,7 @@
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| 3. Storage and File Operations | v1.0 | 8/8 | Complete | 2026-04-02 |
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| 4. Bulk Operations and Provisioning | v1.0 | 10/10 | Complete | 2026-04-03 |
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| 5. Distribution and Hardening | v1.0 | 3/3 | Complete | 2026-04-03 |
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| 6. Global Site Selection | v1.1 | 0/? | Not started | - |
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| 7. User Access Audit | v1.1 | 0/? | Not started | - |
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| 8. Simplified Permissions | v1.1 | 0/? | Not started | - |
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| 9. Storage Visualization | v1.1 | 0/? | Not started | - |
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@@ -2,12 +2,12 @@
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gsd_state_version: 1.0
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milestone: v1.1
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milestone_name: Enhanced Reports
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status: planning
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stopped_at: Defining requirements for v1.1
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status: roadmap_complete
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stopped_at: Phase 6 not started — roadmap approved, ready for plan-phase
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last_updated: "2026-04-07T10:00:00.000Z"
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last_activity: 2026-04-07 — Milestone v1.1 started
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last_activity: 2026-04-07 — Roadmap created for v1.1 (Phases 6-9)
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progress:
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total_phases: 0
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total_phases: 4
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completed_phases: 0
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total_plans: 0
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completed_plans: 0
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@@ -21,14 +21,28 @@ progress:
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See: .planning/PROJECT.md (updated 2026-04-07)
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**Core value:** Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
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**Current focus:** v1.1 Enhanced Reports — user access audit, simplified permissions, storage graphs, global site selection
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**Current focus:** v1.1 Enhanced Reports — global site selection, user access audit, simplified permissions, storage visualization
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## Current Position
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Phase: Not started (defining requirements)
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Phase: 6 — Global Site Selection (not started)
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Plan: —
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Status: Defining requirements
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Last activity: 2026-04-07 — Milestone v1.1 started
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Status: Roadmap complete, awaiting first plan
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Last activity: 2026-04-07 — Roadmap created (Phases 6-9), 10/10 requirements mapped
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```
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v1.1 Progress: [ ] 0%
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Phase 6 [ ] → Phase 7 [ ] → Phase 8 [ ] → Phase 9 [ ]
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```
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## Performance Metrics
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| Metric | v1.0 | v1.1 (running) |
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|--------|------|----------------|
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| Phases | 5 | 4 planned |
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| Plans | 36 | TBD |
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| Commits | 164 | 0 |
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| Tests | 134 pass / 22 skip | — |
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## Accumulated Context
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@@ -36,9 +50,15 @@ Last activity: 2026-04-07 — Milestone v1.1 started
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Decisions are logged in PROJECT.md Key Decisions table.
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**v1.1 architectural notes:**
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- Global site selection (Phase 6) changes the toolbar; all tabs must bind to a shared `GlobalSiteSelectionViewModel` or equivalent. Use `WeakReferenceMessenger` for cross-tab site-changed notifications, consistent with v1.0 messenger usage.
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- Per-tab override (SITE-02) means each `FeatureViewModelBase` subclass stores a nullable local site override; null means "use global".
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- Storage Visualization (Phase 9) requires a WPF charting NuGet (LiveCharts2 recommended — actively maintained, WPF-native, self-contained friendly). Wire chart data binding to the existing storage scan result model.
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- Self-contained EXE constraint: charting library must not require runtime DLLs outside the publish output.
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### Pending Todos
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1. Add global multi-site selection option (ui) — `todos/pending/2026-04-07-add-global-multi-site-selection-option.md` — **included in v1.1 scope**
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1. Add global multi-site selection option (ui) — `todos/pending/2026-04-07-add-global-multi-site-selection-option.md` — **addressed by Phase 6**
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### Blockers/Concerns
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@@ -47,5 +67,5 @@ None.
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## Session Continuity
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Last session: 2026-04-07T10:00:00.000Z
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Stopped at: Defining requirements for v1.1
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Stopped at: Roadmap complete — run `/gsd:plan-phase 6` to begin
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Resume file: None
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