chore: complete v1.0 milestone

Archive 5 phases (36 plans) to milestones/v1.0-phases/. Archive roadmap, requirements, and audit to milestones/. Evolve PROJECT.md with shipped state and validated requirements. Collapse ROADMAP.md to one-line milestone summary. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-07 09:15:14 +02:00
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+---
+phase: 02-permissions
+plan: "04"
+subsystem: export
+tags: [csv, html, permissions, export, csom, rfc4180]
+
+# Dependency graph
+requires:
+  - phase: 02-permissions plan 02
+    provides: PermissionEntry record type and stub export service classes
+
+provides:
+  - CsvExportService: merges PermissionEntry rows by (Users, PermissionLevels, GrantedThrough) and writes RFC 4180 CSV with UTF-8 BOM
+  - HtmlExportService: generates self-contained interactive HTML report with inline CSS/JS, stats cards, badges, and user pills
+
+affects:
+  - 02-permissions (plans 05-07 may call these services)
+  - Phase 3+ (any feature using CSV or HTML permission exports)
+
+# Tech tracking
+tech-stack:
+  added: []
+  patterns:
+    - "GroupBy merge pattern: group PermissionEntry by composite key then pipe-join distinct URLs/Titles"
+    - "Self-contained HTML: all CSS and JS inline in StringBuilder output — no external file references"
+    - "RFC 4180 CSV escaping: every field double-quoted, internal quotes doubled"
+    - "External user detection: #EXT# substring check applied to UserLogins for CSS class annotation"
+
+key-files:
+  created: []
+  modified:
+    - SharepointToolbox/Services/Export/CsvExportService.cs
+    - SharepointToolbox/Services/Export/HtmlExportService.cs
+
+key-decisions:
+  - "CsvExportService uses UTF-8 with BOM (encoderShouldEmitUTF8Identifier=true) for Excel compatibility"
+  - "HtmlExportService uses UTF-8 without BOM for HTML files (standard browser expectation)"
+  - "HtmlEncode helper implemented inline rather than using System.Web.HttpUtility to avoid WPF dependency issues"
+  - "User pills zip UserLogins and Users arrays by index position to associate login with display name"
+
+patterns-established:
+  - "Export services accept IReadOnlyList<PermissionEntry> — no direct file system coupling in BuildXxx methods"
+  - "WriteAsync wraps BuildXxx for testability — BuildXxx returns string, WriteAsync does I/O"
+
+requirements-completed: [PERM-05, PERM-06]
+
+# Metrics
+duration: 1min
+completed: 2026-04-02
+---
+
+# Phase 2 Plan 04: Export Services Summary
+
+**CsvExportService with Merge-PermissionRows GroupBy logic and HtmlExportService with inline CSS/JS stats report — both implementing PERM-05 and PERM-06**
+
+## Performance
+
+- **Duration:** 1 min
+- **Started:** 2026-04-02T11:58:05Z
+- **Completed:** 2026-04-02T12:00:00Z
+- **Tasks:** 2
+- **Files modified:** 2
+
+## Accomplishments
+
+- CsvExportService ports PowerShell Merge-PermissionRows: groups entries by (Users, PermissionLevels, GrantedThrough), pipe-joins duplicate URLs and Titles, writes RFC 4180-escaped CSV with UTF-8 BOM
+- HtmlExportService ports Export-PermissionsToHTML: self-contained HTML with stats cards, color-coded object-type badges, unique/inherited badges, user pills with external-user class for #EXT# logins, and inline JS filter
+- All 6 export tests pass (3 CSV + 3 HTML); full suite: 59 pass, 4 skip, 0 fail
+
+## Task Commits
+
+Each task was committed atomically:
+
+1. **Task 1: Implement CsvExportService** - `44913f8` (feat)
+2. **Task 2: Implement HtmlExportService** - `e3ab319` (feat)
+
+**Plan metadata:** (docs: complete plan — see final commit)
+
+_Note: TDD tasks — tests were stubs from Plan 01 (RED). Implementation done in this plan (GREEN)._
+
+## Files Created/Modified
+
+- `SharepointToolbox/Services/Export/CsvExportService.cs` - Merges PermissionEntry rows and writes RFC 4180 CSV with UTF-8 BOM
+- `SharepointToolbox/Services/Export/HtmlExportService.cs` - Generates self-contained interactive HTML report with inline CSS/JS
+
+## Decisions Made
+
+- CsvExportService uses UTF-8 with BOM (`encoderShouldEmitUTF8Identifier: true`) so Excel opens the file correctly without encoding prompts
+- HtmlExportService uses UTF-8 without BOM (standard for HTML, browsers do not expect BOM)
+- Minimal `HtmlEncode` helper implemented inline (replaces &, <, >, ", ') rather than pulling in `System.Web` — avoids adding a dependency and keeps the class self-contained
+- User pills zip `UserLogins` and `Users` by index — this matches the semicolon-delimited parallel arrays established in PermissionEntry design
+
+## Deviations from Plan
+
+None - plan executed exactly as written.
+
+## Issues Encountered
+
+None - both services compiled and all tests passed on first attempt.
+
+## User Setup Required
+
+None - no external service configuration required.
+
+## Next Phase Readiness
+
+- CsvExportService and HtmlExportService are fully implemented and tested (PERM-05, PERM-06 complete)
+- Both services are ready to be wired into the PermissionsViewModel export commands (upcoming plan in wave 3)
+- No blockers for continuing Phase 2
+
+---
+*Phase: 02-permissions*
+*Completed: 2026-04-02*
+
+## Self-Check: PASSED
+
+- FOUND: SharepointToolbox/Services/Export/CsvExportService.cs
+- FOUND: SharepointToolbox/Services/Export/HtmlExportService.cs
+- FOUND commit 44913f8 (feat: CsvExportService)
+- FOUND commit e3ab319 (feat: HtmlExportService)
+- FOUND: .planning/phases/02-permissions/02-04-SUMMARY.md