docs(02-07): complete Permissions integration plan — Phase 2 done
- Created 02-07-SUMMARY.md: PermissionsView XAML wired into MainWindow, all Phase 2 DI registered, human-verified - Updated STATE.md: Phase 2 complete, 16/22 plans done, new decisions recorded - Updated ROADMAP.md: Phase 2 all 7 plans checked, status Complete 2026-04-02 Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -21,7 +21,7 @@ hardening and packaging.
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Decimal phases appear between their surrounding integers in numeric order.
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Decimal phases appear between their surrounding integers in numeric order.
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- [x] **Phase 1: Foundation** - WPF shell, multi-tenant auth, DI, async patterns, error handling, logging, localization, JSON persistence (completed 2026-04-02)
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- [x] **Phase 1: Foundation** - WPF shell, multi-tenant auth, DI, async patterns, error handling, logging, localization, JSON persistence (completed 2026-04-02)
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- [ ] **Phase 2: Permissions** - Permissions scan (single and multi-site), CSV and HTML report export
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- [x] **Phase 2: Permissions** - Permissions scan (single and multi-site), CSV and HTML report export
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- [ ] **Phase 3: Storage and File Operations** - Storage metrics, file search, and duplicate detection
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- [ ] **Phase 3: Storage and File Operations** - Storage metrics, file search, and duplicate detection
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- [ ] **Phase 4: Bulk Operations and Provisioning** - Bulk member/site/transfer operations, site templates, folder structure provisioning
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- [ ] **Phase 4: Bulk Operations and Provisioning** - Bulk member/site/transfer operations, site templates, folder structure provisioning
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- [ ] **Phase 5: Distribution and Hardening** - Self-contained EXE packaging, end-to-end validation, FR locale completeness
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- [ ] **Phase 5: Distribution and Hardening** - Self-contained EXE packaging, end-to-end validation, FR locale completeness
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@@ -63,13 +63,13 @@ Plans:
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**Plans**: 7 plans
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**Plans**: 7 plans
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Plans:
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Plans:
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- [ ] 02-01-PLAN.md — Wave 0: test scaffolds (PermissionsService, ViewModel, classification, CSV, HTML export tests) + PermissionEntryHelper
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- [x] 02-01-PLAN.md — Wave 0: test scaffolds (PermissionsService, ViewModel, classification, CSV, HTML export tests) + PermissionEntryHelper
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- [ ] 02-02-PLAN.md — Core models + PermissionsService scan engine (PermissionEntry, ScanOptions, IPermissionsService, PermissionsService)
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- [x] 02-02-PLAN.md — Core models + PermissionsService scan engine (PermissionEntry, ScanOptions, IPermissionsService, PermissionsService)
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- [ ] 02-03-PLAN.md — SiteListService: tenant admin site listing for multi-site picker (ISiteListService, SiteListService, SiteInfo)
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- [x] 02-03-PLAN.md — SiteListService: tenant admin site listing for multi-site picker (ISiteListService, SiteListService, SiteInfo)
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- [ ] 02-04-PLAN.md — Export services: CsvExportService (with row merging) + HtmlExportService (self-contained HTML)
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- [x] 02-04-PLAN.md — Export services: CsvExportService (with row merging) + HtmlExportService (self-contained HTML)
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- [ ] 02-05-PLAN.md — Localization: 15 Phase 2 EN/FR keys in Strings.resx, Strings.fr.resx, Strings.Designer.cs
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- [x] 02-05-PLAN.md — Localization: 15 Phase 2 EN/FR keys in Strings.resx, Strings.fr.resx, Strings.Designer.cs
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- [ ] 02-06-PLAN.md — PermissionsViewModel + SitePickerDialog (XAML + code-behind)
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- [x] 02-06-PLAN.md — PermissionsViewModel + SitePickerDialog (XAML + code-behind)
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- [ ] 02-07-PLAN.md — DI wiring + PermissionsView XAML + MainWindow tab replacement + visual checkpoint
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- [x] 02-07-PLAN.md — DI wiring + PermissionsView XAML + MainWindow tab replacement + visual checkpoint
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### Phase 3: Storage and File Operations
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### Phase 3: Storage and File Operations
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**Goal**: Users can view and export storage metrics per site and library, search for files across sites using multiple criteria, and detect duplicate files and folders — all with consistent export options and no silent failures on large datasets.
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**Goal**: Users can view and export storage metrics per site and library, search for files across sites using multiple criteria, and detect duplicate files and folders — all with consistent export options and no silent failures on large datasets.
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@@ -114,7 +114,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5
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| Phase | Plans Complete | Status | Completed |
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| Phase | Plans Complete | Status | Completed |
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|-------|----------------|--------|-----------|
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|-------|----------------|--------|-----------|
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| 1. Foundation | 8/8 | Complete | 2026-04-02 |
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| 1. Foundation | 8/8 | Complete | 2026-04-02 |
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| 2. Permissions | 0/7 | Not started | - |
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| 2. Permissions | 7/7 | Complete | 2026-04-02 |
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| 3. Storage and File Operations | 0/? | Not started | - |
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| 3. Storage and File Operations | 0/? | Not started | - |
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| 4. Bulk Operations and Provisioning | 0/? | Not started | - |
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| 4. Bulk Operations and Provisioning | 0/? | Not started | - |
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| 5. Distribution and Hardening | 0/? | Not started | - |
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| 5. Distribution and Hardening | 0/? | Not started | - |
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@@ -2,16 +2,16 @@
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gsd_state_version: 1.0
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gsd_state_version: 1.0
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milestone: v1.0
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milestone: v1.0
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milestone_name: milestone
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milestone_name: milestone
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status: planning
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status: in-progress
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stopped_at: Completed 02-06-PLAN.md
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stopped_at: Completed 02-07-PLAN.md (Phase 2 complete)
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last_updated: "2026-04-02T12:08:05.688Z"
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last_updated: "2026-04-02T14:30:00.000Z"
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last_activity: 2026-04-02 — Roadmap created, requirements mapped, all 42 v1 requirements assigned to phases
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last_activity: 2026-04-02 — Phase 2 Permissions fully integrated (PermissionsView wired, DI registered, human-verified)
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progress:
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progress:
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total_phases: 5
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total_phases: 5
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completed_phases: 1
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completed_phases: 2
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total_plans: 15
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total_plans: 22
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completed_plans: 13
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completed_plans: 16
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percent: 13
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percent: 73
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---
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---
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# Project State
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# Project State
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@@ -21,16 +21,16 @@ progress:
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See: .planning/PROJECT.md (updated 2026-04-02)
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See: .planning/PROJECT.md (updated 2026-04-02)
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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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**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:** Phase 1 — Foundation
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**Current focus:** Phase 2 — Permissions (complete) — ready to plan Phase 3
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## Current Position
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## Current Position
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Phase: 1 of 5 (Foundation)
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Phase: 2 of 5 (Permissions) — COMPLETE
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Plan: 0 of ? in current phase
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Plan: 7 of 7 in phase 02 — all plans done
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Status: Ready to plan
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Status: Phase 2 complete, ready for Phase 3 planning
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Last activity: 2026-04-02 — Roadmap created, requirements mapped, all 42 v1 requirements assigned to phases
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Last activity: 2026-04-02 — Phase 2 Permissions fully integrated (PermissionsView wired, DI registered, human-verified)
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Progress: [█░░░░░░░░░] 13%
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Progress: [███████░░░] 73%
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## Performance Metrics
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## Performance Metrics
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@@ -65,6 +65,7 @@ Progress: [█░░░░░░░░░] 13%
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| Phase 02-permissions P02 | 7min | 2 tasks | 4 files |
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| Phase 02-permissions P02 | 7min | 2 tasks | 4 files |
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| Phase 02-permissions P04 | 1min | 2 tasks | 2 files |
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| Phase 02-permissions P04 | 1min | 2 tasks | 2 files |
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| Phase 02-permissions P06 | 4min | 2 tasks | 6 files |
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| Phase 02-permissions P06 | 4min | 2 tasks | 6 files |
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| Phase 02-permissions P07 | 30min | 2 tasks | 6 files |
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## Accumulated Context
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## Accumulated Context
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@@ -108,6 +109,9 @@ Recent decisions affecting current work:
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- [Phase 02-permissions]: Principal.Email excluded from CSOM Include — email not needed for PermissionEntry — Principal base type has no Email property; only User subtype does; avoids CS1061
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- [Phase 02-permissions]: Principal.Email excluded from CSOM Include — email not needed for PermissionEntry — Principal base type has no Email property; only User subtype does; avoids CS1061
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- [Phase 02-permissions]: CsvExportService uses UTF-8 with BOM for Excel compatibility; HtmlExportService uses UTF-8 without BOM
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- [Phase 02-permissions]: CsvExportService uses UTF-8 with BOM for Excel compatibility; HtmlExportService uses UTF-8 without BOM
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- [Phase 02-permissions]: ISessionManager interface extracted from concrete SessionManager — required for Moq-based unit testing of PermissionsViewModel
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- [Phase 02-permissions]: ISessionManager interface extracted from concrete SessionManager — required for Moq-based unit testing of PermissionsViewModel
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- [Phase 02-permissions]: PermissionsView code-behind wires Func<TenantProfile, SitePickerDialog> factory via DI — avoids Window coupling in ViewModel, keeps ViewModel testable
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- [Phase 02-permissions]: ISessionManager -> SessionManager DI registration was missing from App.xaml.cs — added in plan 02-07 (auto-detected Rule 3 blocker)
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- [Phase 02-permissions]: MainWindow.xaml uses x:Name on Permissions TabItem; MainWindow.xaml.cs sets Content at runtime from DI — same pattern as SettingsView
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### Pending Todos
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### Pending Todos
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@@ -121,6 +125,6 @@ None yet.
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## Session Continuity
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## Session Continuity
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Last session: 2026-04-02T12:08:01.918Z
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Last session: 2026-04-02T14:30:00Z
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Stopped at: Completed 02-06-PLAN.md
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Stopped at: Completed 02-07-PLAN.md (Phase 2 complete)
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Resume file: None
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Resume file: None
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141
.planning/phases/02-permissions/02-07-SUMMARY.md
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141
.planning/phases/02-permissions/02-07-SUMMARY.md
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@@ -0,0 +1,141 @@
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---
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phase: 02-permissions
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plan: "07"
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subsystem: ui
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tags: [wpf, xaml, di, permissions, datagrid, usercontent]
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# Dependency graph
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requires:
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- phase: 02-permissions
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provides: PermissionsViewModel, PermissionsService, SitePickerDialog, CsvExportService, HtmlExportService (plans 02-01 through 02-06)
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- phase: 01-foundation
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provides: IServiceProvider DI container, MainWindow tab structure, FeatureViewModelBase, dialog factory pattern
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provides:
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- PermissionsView.xaml — full Permissions tab UI with scan config panel, DataGrid, status bar
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- PermissionsView.xaml.cs — code-behind wiring ViewModel and SitePickerDialog factory via IServiceProvider
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- DI registrations for all Phase 2 services in App.xaml.cs
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- MainWindow wired to resolve PermissionsView from DI (replacing FeatureTabBase stub)
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- Human-verified: application shows functional Permissions tab, all 7 checklist items passed
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affects: [03-storage, 04-templates, 05-reporting]
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- "UserControl code-behind receives IServiceProvider constructor; sets DataContext via GetRequiredService<TViewModel>()"
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- "Dialog factory via Func<TenantProfile, SitePickerDialog> registered in DI — avoids Window coupling in ViewModel"
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- "MainWindow.xaml uses x:Name on TabItem; MainWindow.xaml.cs sets .Content from DI-resolved UserControl"
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key-files:
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created:
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- SharepointToolbox/Views/Tabs/PermissionsView.xaml
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- SharepointToolbox/Views/Tabs/PermissionsView.xaml.cs
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modified:
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- SharepointToolbox/App.xaml.cs
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- SharepointToolbox/MainWindow.xaml
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- SharepointToolbox/MainWindow.xaml.cs
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- SharepointToolbox/ViewModels/Tabs/PermissionsViewModel.cs
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key-decisions:
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- "PermissionsView code-behind wires dialog factory: Func<TenantProfile, SitePickerDialog> resolved from DI, not new() — keeps ViewModel testable"
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- "MainWindow.xaml sets x:Name on Permissions TabItem; MainWindow.xaml.cs sets Content at runtime — same pattern as SettingsView"
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- "ISessionManager -> SessionManager registered in this plan (was missing from earlier plans)"
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patterns-established:
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- "Phase 2 DI registration block: IPermissionsService, ISiteListService, CsvExportService, HtmlExportService, PermissionsViewModel, PermissionsView, SitePickerDialog, Func<TenantProfile,SitePickerDialog>"
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- "CurrentProfile public accessor + SitesSelectedLabel computed property + IsMaxDepth toggle added to PermissionsViewModel for View bindings"
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requirements-completed: [PERM-01, PERM-02, PERM-03, PERM-04, PERM-05, PERM-06, PERM-07]
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# Metrics
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duration: ~30min (including human visual verification)
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completed: 2026-04-02
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---
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# Phase 2 Plan 07: Permissions Integration Summary
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**PermissionsView XAML wired into MainWindow replacing FeatureTabBase stub, all Phase 2 services registered in DI, and human-verified functional end-to-end in running application**
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## Performance
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- **Duration:** ~30 min (including human visual verification)
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- **Started:** 2026-04-02T12:08:05Z
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- **Completed:** 2026-04-02T14:13:45Z (Task 1 commit) + human approval
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- **Tasks:** 2 (1 auto + 1 human-verify checkpoint)
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- **Files modified:** 6
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## Accomplishments
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- Created PermissionsView.xaml with left scan-config panel (GroupBox, checkboxes, URL input, View Sites button, Generate/Cancel/Export buttons) and right results DataGrid (8 columns, virtualized, IsReadOnly)
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- Wired PermissionsView.xaml.cs code-behind via IServiceProvider: DataContext set from DI, SitePickerDialog factory resolves `Func<TenantProfile, SitePickerDialog>` from container
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- Registered all Phase 2 services in App.xaml.cs: IPermissionsService, ISiteListService, CsvExportService, HtmlExportService, PermissionsViewModel, PermissionsView, SitePickerDialog, and typed factory delegate; also fixed missing ISessionManager registration
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- Updated MainWindow.xaml/cs: replaced FeatureTabBase stub with x:Name'd TabItem, Content resolved from DI at runtime
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- Human visual verification passed all 7 checklist items: tab visible, scan options present, export buttons disabled with no results, French locale translates, Cancel button disabled when idle
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Create PermissionsView XAML + code-behind and register DI** - `afe69bd` (feat)
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2. **Task 2: Checkpoint — Visual verification** — Human approved (no code commit; human verified running app)
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**Plan metadata:** _(this commit — docs)_
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## Files Created/Modified
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- `SharepointToolbox/Views/Tabs/PermissionsView.xaml` - Full Permissions tab UI: scan config panel, DataGrid results, StatusBar
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- `SharepointToolbox/Views/Tabs/PermissionsView.xaml.cs` - Code-behind: DI wiring, ViewModel DataContext, SitePickerDialog factory
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- `SharepointToolbox/App.xaml.cs` - Phase 2 DI registrations: all services, ViewModels, Views, typed factory
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- `SharepointToolbox/MainWindow.xaml` - Permissions TabItem replaced FeatureTabBase stub with x:Name for runtime wiring
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- `SharepointToolbox/MainWindow.xaml.cs` - Sets PermissionsTabItem.Content from DI-resolved PermissionsView
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- `SharepointToolbox/ViewModels/Tabs/PermissionsViewModel.cs` - Added CurrentProfile accessor, SitesSelectedLabel, IsMaxDepth properties needed by View bindings
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## Decisions Made
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- Dialog factory registered as `Func<TenantProfile, SitePickerDialog>` in DI — code-behind resolves and invokes it, keeping ViewModel free of Window references and fully testable
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- `ISessionManager -> SessionManager` was missing from App.xaml.cs DI (auto-detected as Rule 3 blocker during Task 1); added in this plan's commit
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- Same MainWindow pattern as SettingsView: x:Name on TabItem, Content set in .xaml.cs constructor via GetRequiredService — consistent with Phase 1 established pattern
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 3 - Blocking] Added missing ISessionManager DI registration**
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- **Found during:** Task 1 (DI registration step)
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- **Issue:** PermissionsViewModel depends on ISessionManager injected via constructor; registration was absent from App.xaml.cs, causing runtime DI resolution failure
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- **Fix:** Added `services.AddSingleton<ISessionManager, SessionManager>()` inside ConfigureServices alongside Phase 2 registrations
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- **Files modified:** SharepointToolbox/App.xaml.cs
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- **Verification:** Build succeeded (0 errors), application started and Permissions tab resolved correctly
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- **Committed in:** afe69bd (Task 1 commit)
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**2. [Rule 2 - Missing Critical] Added View-required properties to PermissionsViewModel**
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- **Found during:** Task 1 (XAML binding review)
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- **Issue:** XAML bindings required `CurrentProfile`, `SitesSelectedLabel`, and `IsMaxDepth` properties not yet on PermissionsViewModel
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- **Fix:** Added `CurrentProfile` public get accessor, `SitesSelectedLabel` computed [ObservableProperty]-backed string, and `IsMaxDepth` toggle that sets FolderDepth to 999 when true
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- **Files modified:** SharepointToolbox/ViewModels/Tabs/PermissionsViewModel.cs
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- **Verification:** Build 0 errors; bindings resolved at runtime (human-verified tab rendered correctly)
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- **Committed in:** afe69bd (Task 1 commit)
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---
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**Total deviations:** 2 auto-fixed (1 blocking, 1 missing critical)
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**Impact on plan:** Both fixes necessary for DI resolution and XAML binding correctness. No scope creep.
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## Issues Encountered
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None beyond the two auto-fixed deviations above. Build produced 0 errors, 0 warnings. Test suite: 60 passed, 3 skipped (live/interactive MSAL flows).
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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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- Phase 2 (Permissions) is now fully integrated end-to-end: services, ViewModel, View, DI, and human-verified
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- All 7 PERM requirements (PERM-01 through PERM-07) are complete
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- Phase 3 (Storage) can begin — pattern established: UserControl + IServiceProvider + DI registration block
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- Blocker noted in STATE.md: Duplicate detection at scale (Phase 3 research needed before planning Graph API hash enumeration approach)
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---
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*Phase: 02-permissions*
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*Completed: 2026-04-02*
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Reference in New Issue
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