docs(02-04): complete export services plan — CsvExportService and HtmlExportService
- SUMMARY.md created for plan 02-04 - STATE.md: progress updated to 87%, session recorded, decision added - ROADMAP.md: phase 02 progress updated (5/7 plans complete)
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Dev
@@ -3,14 +3,14 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone_name: milestone
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status: planning
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stopped_at: Completed 02-02-PLAN.md
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last_updated: "2026-04-02T11:56:31.288Z"
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stopped_at: Completed 02-04-PLAN.md
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last_updated: "2026-04-02T12:00:54.419Z"
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last_activity: 2026-04-02 — Roadmap created, requirements mapped, all 42 v1 requirements assigned to phases
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progress:
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total_phases: 5
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completed_phases: 1
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total_plans: 15
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completed_plans: 12
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completed_plans: 13
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percent: 13
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---
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@@ -63,6 +63,7 @@ Progress: [█░░░░░░░░░] 13%
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| Phase 02-permissions P03 | 1min | 1 tasks | 5 files |
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| Phase 02-permissions P01 | 5min | 2 tasks | 9 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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## Accumulated Context
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@@ -104,6 +105,7 @@ Recent decisions affecting current work:
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- [Phase 02-permissions]: Principal.Email removed from CSOM load expression — Email only exists on User subtype, not Principal base class
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- [Phase 02-permissions]: Folder is not a SecurableObject in CSOM — ListItem used for permission extraction — Required by CSOM type system; Folder inherits from ClientObject not SecurableObject
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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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### Pending Todos
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@@ -117,6 +119,6 @@ None yet.
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## Session Continuity
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Last session: 2026-04-02T11:56:31.286Z
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Stopped at: Completed 02-02-PLAN.md
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Last session: 2026-04-02T12:00:50.874Z
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Stopped at: Completed 02-04-PLAN.md
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Resume file: None
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113
.planning/phases/02-permissions/02-04-SUMMARY.md
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113
.planning/phases/02-permissions/02-04-SUMMARY.md
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---
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phase: 02-permissions
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plan: "04"
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subsystem: export
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tags: [csv, html, permissions, export, csom, rfc4180]
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# Dependency graph
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requires:
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- phase: 02-permissions plan 02
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provides: PermissionEntry record type and stub export service classes
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provides:
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- CsvExportService: merges PermissionEntry rows by (Users, PermissionLevels, GrantedThrough) and writes RFC 4180 CSV with UTF-8 BOM
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- HtmlExportService: generates self-contained interactive HTML report with inline CSS/JS, stats cards, badges, and user pills
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affects:
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- 02-permissions (plans 05-07 may call these services)
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- Phase 3+ (any feature using CSV or HTML permission exports)
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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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- "GroupBy merge pattern: group PermissionEntry by composite key then pipe-join distinct URLs/Titles"
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- "Self-contained HTML: all CSS and JS inline in StringBuilder output — no external file references"
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- "RFC 4180 CSV escaping: every field double-quoted, internal quotes doubled"
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- "External user detection: #EXT# substring check applied to UserLogins for CSS class annotation"
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key-files:
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created: []
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modified:
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- SharepointToolbox/Services/Export/CsvExportService.cs
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- SharepointToolbox/Services/Export/HtmlExportService.cs
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key-decisions:
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- "CsvExportService uses UTF-8 with BOM (encoderShouldEmitUTF8Identifier=true) for Excel compatibility"
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- "HtmlExportService uses UTF-8 without BOM for HTML files (standard browser expectation)"
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- "HtmlEncode helper implemented inline rather than using System.Web.HttpUtility to avoid WPF dependency issues"
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- "User pills zip UserLogins and Users arrays by index position to associate login with display name"
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patterns-established:
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- "Export services accept IReadOnlyList<PermissionEntry> — no direct file system coupling in BuildXxx methods"
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- "WriteAsync wraps BuildXxx for testability — BuildXxx returns string, WriteAsync does I/O"
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requirements-completed: [PERM-05, PERM-06]
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# Metrics
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duration: 1min
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completed: 2026-04-02
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---
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# Phase 2 Plan 04: Export Services Summary
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**CsvExportService with Merge-PermissionRows GroupBy logic and HtmlExportService with inline CSS/JS stats report — both implementing PERM-05 and PERM-06**
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## Performance
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- **Duration:** 1 min
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- **Started:** 2026-04-02T11:58:05Z
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- **Completed:** 2026-04-02T12:00:00Z
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- **Tasks:** 2
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- **Files modified:** 2
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## Accomplishments
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- 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
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- 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
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- All 6 export tests pass (3 CSV + 3 HTML); full suite: 59 pass, 4 skip, 0 fail
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Implement CsvExportService** - `44913f8` (feat)
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2. **Task 2: Implement HtmlExportService** - `e3ab319` (feat)
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**Plan metadata:** (docs: complete plan — see final commit)
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_Note: TDD tasks — tests were stubs from Plan 01 (RED). Implementation done in this plan (GREEN)._
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## Files Created/Modified
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- `SharepointToolbox/Services/Export/CsvExportService.cs` - Merges PermissionEntry rows and writes RFC 4180 CSV with UTF-8 BOM
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- `SharepointToolbox/Services/Export/HtmlExportService.cs` - Generates self-contained interactive HTML report with inline CSS/JS
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## Decisions Made
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- CsvExportService uses UTF-8 with BOM (`encoderShouldEmitUTF8Identifier: true`) so Excel opens the file correctly without encoding prompts
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- HtmlExportService uses UTF-8 without BOM (standard for HTML, browsers do not expect BOM)
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- Minimal `HtmlEncode` helper implemented inline (replaces &, <, >, ", ') rather than pulling in `System.Web` — avoids adding a dependency and keeps the class self-contained
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- User pills zip `UserLogins` and `Users` by index — this matches the semicolon-delimited parallel arrays established in PermissionEntry design
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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 - both services compiled and all tests passed on first attempt.
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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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- CsvExportService and HtmlExportService are fully implemented and tested (PERM-05, PERM-06 complete)
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- Both services are ready to be wired into the PermissionsViewModel export commands (upcoming plan in wave 3)
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- No blockers for continuing Phase 2
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---
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*Phase: 02-permissions*
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*Completed: 2026-04-02*
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