docs(07-06): complete export services plan
- UserAccessCsvExportService and UserAccessHtmlExportService implemented - SUMMARY.md created with task commits, decisions, self-check - STATE.md updated: progress 69%, session, metrics, decisions - ROADMAP.md updated: phase 7 showing 4/8 summaries Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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---
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phase: 07-user-access-audit
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plan: 06
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subsystem: export
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tags: [csv, html, export, user-access-audit, csharp]
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requires:
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- phase: 07-01
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provides: [UserAccessEntry, AccessType enum]
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provides:
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- UserAccessCsvExportService with BuildCsv, WriteAsync (per-user files), WriteSingleFileAsync (combined)
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- UserAccessHtmlExportService with BuildHtml (interactive dual-view report), WriteAsync
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affects: [07-04, 07-07, 07-08]
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tech-stack:
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added: []
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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]
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key-files:
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created:
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- SharepointToolbox/Services/Export/UserAccessCsvExportService.cs
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- SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs
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modified: []
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key-decisions:
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- "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)"
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- "HTML BuildHtml uses group-scoped sortTable so sorting within one user/site group does not disrupt others"
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- "filterTable() shows/hides group headers based on whether any of their child rows match, avoiding orphaned headers"
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patterns-established:
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- "Export services follow consistent pattern: BuildX() returns string, WriteAsync() writes to path — same as CsvExportService and HtmlExportService"
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- "HTML reports use data-group attributes on detail rows for JS group operations (toggle, sort, filter)"
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- "High-privilege CSS applied inline via rowClass variable — keeps HTML generation declarative"
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requirements-completed: [UACC-02]
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duration: 2min
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completed: 2026-04-07
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---
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# Phase 7 Plan 06: Export Services Summary
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**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.**
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## Performance
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- **Duration:** ~2 min
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- **Started:** 2026-04-07T10:39:04Z
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- **Completed:** 2026-04-07T10:41:05Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- UserAccessCsvExportService: BuildCsv (per-user with summary block), WriteAsync (one file per user), WriteSingleFileAsync (combined for SaveFileDialog) — RFC 4180 escaping, UTF-8+BOM
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- 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
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- Risk highlighting: high-privilege rows bold + warning icon, high-privilege user cards with red left border, external user guest badge (orange pill)
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## Task Commits
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1. **Task 1: Implement UserAccessCsvExportService** - `9f891aa` (feat)
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2. **Task 2: Implement UserAccessHtmlExportService** - `3146a04` (feat)
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**Plan metadata:** (docs commit pending)
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## Files Created/Modified
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- `SharepointToolbox/Services/Export/UserAccessCsvExportService.cs` — Per-user and combined CSV export with summary headers
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- `SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs` — Interactive HTML report with dual-view toggle, collapsible groups, inline CSS/JS
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## Decisions Made
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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).
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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.
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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.
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## Deviations from Plan
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None — plan executed exactly as written.
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## Issues Encountered
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None.
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## User Setup Required
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None - no external service configuration required.
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## Next Phase Readiness
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- Both export services ready for wiring into the UserAccessAuditViewModel export commands (07-04)
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- CSV: ViewModel calls WriteSingleFileAsync(entries, filePath, ct) after SaveFileDialog
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- HTML: ViewModel calls WriteAsync(entries, filePath, ct) after SaveFileDialog
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- Both services are stateless and constructable without DI parameters
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## Self-Check: PASSED
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Files confirmed present:
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- FOUND: SharepointToolbox/Services/Export/UserAccessCsvExportService.cs
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- FOUND: SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs
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Commits confirmed:
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- FOUND: 9f891aa
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- FOUND: 3146a04
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---
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*Phase: 07-user-access-audit*
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*Completed: 2026-04-07*
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