diff --git a/.planning/STATE.md b/.planning/STATE.md index 6d87f6f..6e5e87f 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -3,14 +3,14 @@ gsd_state_version: 1.0 milestone: v1.0 milestone_name: milestone status: planning -stopped_at: Completed 02-02-PLAN.md -last_updated: "2026-04-02T11:56:31.288Z" +stopped_at: Completed 02-04-PLAN.md +last_updated: "2026-04-02T12:00:54.419Z" last_activity: 2026-04-02 — Roadmap created, requirements mapped, all 42 v1 requirements assigned to phases progress: total_phases: 5 completed_phases: 1 total_plans: 15 - completed_plans: 12 + completed_plans: 13 percent: 13 --- @@ -63,6 +63,7 @@ Progress: [█░░░░░░░░░] 13% | Phase 02-permissions P03 | 1min | 1 tasks | 5 files | | Phase 02-permissions P01 | 5min | 2 tasks | 9 files | | Phase 02-permissions P02 | 7min | 2 tasks | 4 files | +| Phase 02-permissions P04 | 1min | 2 tasks | 2 files | ## Accumulated Context @@ -104,6 +105,7 @@ Recent decisions affecting current work: - [Phase 02-permissions]: Principal.Email removed from CSOM load expression — Email only exists on User subtype, not Principal base class - [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 - [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 +- [Phase 02-permissions]: CsvExportService uses UTF-8 with BOM for Excel compatibility; HtmlExportService uses UTF-8 without BOM ### Pending Todos @@ -117,6 +119,6 @@ None yet. ## Session Continuity -Last session: 2026-04-02T11:56:31.286Z -Stopped at: Completed 02-02-PLAN.md +Last session: 2026-04-02T12:00:50.874Z +Stopped at: Completed 02-04-PLAN.md Resume file: None diff --git a/.planning/phases/02-permissions/02-04-SUMMARY.md b/.planning/phases/02-permissions/02-04-SUMMARY.md new file mode 100644 index 0000000..fd4cdc1 --- /dev/null +++ b/.planning/phases/02-permissions/02-04-SUMMARY.md @@ -0,0 +1,113 @@ +--- +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 — 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*