docs(15-01): complete consolidation data model plan
- Add 15-01-SUMMARY.md with task commits, decisions, and next phase readiness - Update STATE.md with decisions and session position - Update ROADMAP.md phase 15 progress (1/2 plans complete) - Mark requirement RPT-04 complete in REQUIREMENTS.md Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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---
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phase: 15-consolidation-data-model
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plan: "01"
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subsystem: api
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tags: [csharp, records, linq, permission-consolidation]
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requires: []
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provides:
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- LocationInfo record with five location fields (SiteUrl, SiteTitle, ObjectTitle, ObjectUrl, ObjectType)
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- ConsolidatedPermissionEntry record grouping key fields with IReadOnlyList<LocationInfo> Locations
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- PermissionConsolidator.Consolidate — pure static method merging UserAccessEntry list by composite key
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- PermissionConsolidator.MakeKey — pipe-delimited case-insensitive key from UserLogin+PermissionLevel+AccessType+GrantedThrough
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affects: [16-report-consolidation-toggle]
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tech-stack:
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added: []
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patterns:
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- "Positional C# records for immutable data shapes"
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- "LINQ GroupBy+Select for pure-function merge without mutable state"
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- "Internal MakeKey for composite key generation (pipe-delimited, ToLowerInvariant)"
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- "Array.Empty<T>() short-circuit on empty input"
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key-files:
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created:
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- SharepointToolbox/Core/Models/LocationInfo.cs
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- SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs
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- SharepointToolbox/Core/Helpers/PermissionConsolidator.cs
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modified: []
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key-decisions:
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- "MakeKey is internal (not private) to allow test access via InternalsVisibleTo without exposing as public API"
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- "LINQ GroupBy+Select chosen over mutable Dictionary to match existing codebase functional style"
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- "OrderBy UserLogin then PermissionLevel ensures deterministic output order for consistent exports"
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patterns-established:
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- "Consolidation key: pipe-delimited lowercase composite of UserLogin|PermissionLevel|AccessType|GrantedThrough"
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- "LocationInfo is the extraction unit — one per original UserAccessEntry row in a consolidated group"
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requirements-completed: [RPT-04]
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duration: 1min
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completed: "2026-04-09"
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---
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# Phase 15 Plan 01: Consolidation Data Model Summary
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**LocationInfo + ConsolidatedPermissionEntry records and PermissionConsolidator.Consolidate pure-function merge service using LINQ GroupBy over pipe-delimited composite key**
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## Performance
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- **Duration:** ~1 min
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- **Started:** 2026-04-09T09:40:40Z
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- **Completed:** 2026-04-09T09:41:37Z
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- **Tasks:** 2
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- **Files modified:** 3
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## Accomplishments
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- LocationInfo positional record extracts five location fields from UserAccessEntry during consolidation
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- ConsolidatedPermissionEntry record holds key fields plus computed LocationCount convenience property
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- PermissionConsolidator.Consolidate groups a flat UserAccessEntry list by (UserLogin, PermissionLevel, AccessType, GrantedThrough) composite key, returning deterministically ordered consolidated rows
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- Empty input short-circuits cleanly to Array.Empty without allocating
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: Create LocationInfo and ConsolidatedPermissionEntry model records** - `270329b` (feat)
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2. **Task 2: Create PermissionConsolidator static helper** - `440b247` (feat)
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## Files Created/Modified
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- `SharepointToolbox/Core/Models/LocationInfo.cs` - Lightweight record holding five location fields extracted from UserAccessEntry when rows are merged
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- `SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs` - Consolidated permission record with key fields, Locations list, and computed LocationCount property
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- `SharepointToolbox/Core/Helpers/PermissionConsolidator.cs` - Static helper with MakeKey (internal) and Consolidate (public) for pure-function merge logic
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## Decisions Made
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- `MakeKey` declared `internal` (not `private`) so test projects can access it via `[InternalsVisibleTo]` without exposing as public API surface
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- LINQ GroupBy+Select pattern used instead of mutable dictionary — consistent with functional style seen elsewhere in the codebase
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- Output ordered by UserLogin then PermissionLevel for deterministic, predictable export row ordering
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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.
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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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- Phase 16 (Report Consolidation Toggle) can now wire PermissionConsolidator.Consolidate into the export pipeline
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- All three files exist, compile without errors, and no existing files were modified
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- MakeKey is accessible to Phase 16 test projects via InternalsVisibleTo if needed
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---
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*Phase: 15-consolidation-data-model*
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*Completed: 2026-04-09*
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