docs(16-report-consolidation-toggle): create phase plan

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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Dev
2026-04-09 12:19:06 +02:00
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### v2.3 Tenant Management & Report Enhancements (Phases 15-19)
- [x] **Phase 15: Consolidation Data Model** (2 plans) — PermissionConsolidator service and merged-row model; zero API calls, pure data shapes (completed 2026-04-09)
- [ ] **Phase 16: Report Consolidation Toggle** — Export settings toggle wired to PermissionConsolidator; first user-visible consolidation behavior
- [ ] **Phase 16: Report Consolidation Toggle** (2 plans) — Export settings toggle wired to PermissionConsolidator; first user-visible consolidation behavior
- [ ] **Phase 17: Group Expansion in HTML Reports** — Clickable group expansion in HTML exports with transitive membership resolution
- [ ] **Phase 18: Auto-Take Ownership** — Global toggle and automatic site collection admin elevation on access denied
- [ ] **Phase 19: App Registration & Removal** — Automated Entra app registration with guided fallback and clean removal
@@ -62,8 +62,8 @@
4. Existing HTML export services compile and produce identical output when consolidation is not applied (opt-in, defaults off)
**Plans:** 2/2 plans complete
Plans:
- [ ] 15-01-PLAN.md — Models (LocationInfo, ConsolidatedPermissionEntry) + PermissionConsolidator service
- [ ] 15-02-PLAN.md — Unit tests (10 test cases) + full solution build verification
- [x] 15-01-PLAN.md — Models (LocationInfo, ConsolidatedPermissionEntry) + PermissionConsolidator service
- [x] 15-02-PLAN.md — Unit tests (10 test cases) + full solution build verification
### Phase 16: Report Consolidation Toggle
**Goal**: Users can choose to merge duplicate permission entries per export through a toggle in the export settings dialog
@@ -74,7 +74,10 @@ Plans:
2. When the toggle is OFF, the exported HTML report is byte-for-byte identical to the pre-v2.3 output
3. When the toggle is ON, the exported HTML report merges rows for the same user with identical access levels into a single row showing all affected locations
4. The toggle state is remembered for the session (does not reset between exports within the same session)
**Plans**: TBD
**Plans:** 2 plans
Plans:
- [ ] 16-01-PLAN.md — ViewModel properties + XAML Export Options GroupBox + localization + CSV consolidation
- [ ] 16-02-PLAN.md — HTML consolidated rendering with expandable location sub-lists + full test verification
### Phase 17: Group Expansion in HTML Reports
**Goal**: Users can expand SharePoint group entries in HTML reports to see the group's members, including members of nested groups
@@ -108,7 +111,7 @@ Plans:
3. Registration creates the Azure AD application, service principal, and grants all required API permissions in a single atomic operation — if any step fails, all partial changes are rolled back and the user sees a specific error explaining what failed and why
4. A "Remove App" action in the profile dialog removes the Azure AD application registration from the target tenant
5. After removal, all cached MSAL tokens and session state for that tenant are cleared, and subsequent operations require re-authentication
**Plans**: 15-01 (Models + Consolidator), 15-02 (Tests + Build Verification)
**Plans**: TBD
## Progress
@@ -117,8 +120,8 @@ Plans:
| 1-5 | v1.0 | 36/36 | Shipped | 2026-04-07 |
| 6-9 | v1.1 | 25/25 | Shipped | 2026-04-08 |
| 10-14 | v2.2 | 14/14 | Shipped | 2026-04-09 |
| 15. Consolidation Data Model | 2/2 | Complete | 2026-04-09 | — |
| 16. Report Consolidation Toggle | v2.3 | 0/? | Not started | — |
| 15. Consolidation Data Model | v2.3 | 2/2 | Complete | 2026-04-09 |
| 16. Report Consolidation Toggle | v2.3 | 0/2 | Not started | — |
| 17. Group Expansion in HTML Reports | v2.3 | 0/? | Not started | — |
| 18. Auto-Take Ownership | v2.3 | 0/? | Not started | — |
| 19. App Registration & Removal | v2.3 | 0/? | Not started | — |