docs: start milestone v2.3 Tenant Management & Report Enhancements

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

.planning/PROJECT.md

@@ -11,7 +11,18 @@ Administrators can audit and manage SharePoint/Teams permissions and storage acr
 ## Current State
 
 **Shipped:** v2.2 Report Branding & User Directory (2026-04-09)
-**Status:** Between milestones — ready for `/gsd:new-milestone`
+**Status:** Active — v2.3 Tenant Management & Report Enhancements
+
+## Current Milestone: v2.3 Tenant Management & Report Enhancements
+
+**Goal:** Streamline tenant onboarding with automated app registration, add self-healing ownership for access-denied sites, and enhance report output with group expansion and entry consolidation.
+
+**Target features:**
+- App registration on target tenant (auto via Graph API + guided fallback) during profile create/edit
+- App removal from target tenant
+- Auto-take ownership of SharePoint sites on access denied (global toggle)
+- Expand groups in HTML reports (clickable to show members)
+- Report consolidation toggle (merge duplicate user entries across locations)
 
 <details>
 <summary>v2.2 shipped features</summary>
@@ -60,6 +71,14 @@ LOC: ~16,900 C#
 - [x] HTML report branding with MSP and client logos (BRAND-01/02/03/04/05/06) — v2.2
 - [x] User directory browse mode in user access audit tab (UDIR-01/02/03/04/05) — v2.2
 
+### Active in v2.3
+
+- [ ] Automated app registration on target tenant with guided fallback
+- [ ] App removal from target tenant
+- [ ] Auto-take ownership of sites on access denied (global toggle)
+- [ ] Expand groups in HTML reports
+- [ ] Report consolidation toggle (merge duplicate entries)
+
 ### Out of Scope
 
 - Cross-platform support (Mac/Linux) — WPF is Windows-only; not justified for current user base
@@ -101,4 +120,4 @@ LOC: ~16,900 C#
 | Wave 0 scaffold pattern | Models + interfaces + test stubs before implementation | ✓ Good — all phases had test targets from day 1 |
 
 ---
-*Last updated: 2026-04-09 after v2.2 milestone shipped*
+*Last updated: 2026-04-09 after v2.3 milestone started*

.planning/STATE.md

@@ -1,11 +1,11 @@
 ---
 gsd_state_version: 1.0
-milestone: none
+milestone: v2.3
-milestone_name: Between milestones
+milestone_name: Tenant Management & Report Enhancements
-status: idle
+status: defining-requirements
-stopped_at: v2.2 milestone archived
+stopped_at: milestone started
 last_updated: "2026-04-09"
-last_activity: 2026-04-09 — v2.2 milestone completed and archived
+last_activity: 2026-04-09 — Milestone v2.3 started
 progress:
   total_phases: 0
   completed_phases: 0
@@ -20,13 +20,14 @@ progress:
 See: .planning/PROJECT.md (updated 2026-04-09)
 
 **Core value:** Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
-**Current focus:** Between milestones — v2.2 shipped, ready for `/gsd:new-milestone`
+**Current focus:** v2.3 Tenant Management & Report Enhancements
 
 ## Current Position
 
-Phase: None (between milestones)
+Phase: Not started (defining requirements)
-Status: v2.2 Report Branding & User Directory shipped 2026-04-09
+Plan: —
-Next step: `/gsd:new-milestone` to start next milestone
+Status: Defining requirements
+Last activity: 2026-04-09 — Milestone v2.3 started
 
 ## Shipped Milestones
 
@@ -42,7 +43,7 @@ Decisions are logged in PROJECT.md Key Decisions table.
 
 ### Pending Todos
 
-None — milestone complete.
+None.
 
 ### Blockers/Concerns
 
@@ -51,6 +52,6 @@ None.
 ## Session Continuity
 
 Last session: 2026-04-09
-Stopped at: v2.2 milestone archived
+Stopped at: Milestone v2.3 started — defining requirements
 Resume file: None
-Next step: `/gsd:new-milestone`
+Next step: Define requirements, then create roadmap