docs(17): create phase plan for group expansion in HTML reports
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
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.planning/phases/17-group-expansion-html-reports/17-01-PLAN.md
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.planning/phases/17-group-expansion-html-reports/17-01-PLAN.md
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---
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phase: 17-group-expansion-html-reports
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plan: 01
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type: execute
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wave: 1
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depends_on: []
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files_modified:
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- SharepointToolbox/Core/Models/ResolvedMember.cs
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- SharepointToolbox/Services/ISharePointGroupResolver.cs
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- SharepointToolbox/Services/SharePointGroupResolver.cs
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- SharepointToolbox/App.xaml.cs
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- SharepointToolbox.Tests/Services/SharePointGroupResolverTests.cs
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autonomous: true
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requirements: [RPT-02]
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must_haves:
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truths:
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- "SharePointGroupResolver returns a dictionary keyed by group name with OrdinalIgnoreCase comparison"
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- "SharePointGroupResolver returns empty list (never throws) when a group cannot be resolved"
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- "IsAadGroup correctly identifies AAD group login patterns (c:0t.c|tenant|<guid>)"
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- "AAD groups detected in SharePoint group members are resolved transitively via Graph"
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- "ResolvedMember record exists in Core/Models with DisplayName and Login properties"
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artifacts:
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- path: "SharepointToolbox/Core/Models/ResolvedMember.cs"
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provides: "Value record for resolved group member"
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contains: "record ResolvedMember"
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- path: "SharepointToolbox/Services/ISharePointGroupResolver.cs"
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provides: "Interface contract for group resolution"
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exports: ["ISharePointGroupResolver"]
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- path: "SharepointToolbox/Services/SharePointGroupResolver.cs"
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provides: "CSOM + Graph implementation of group resolution"
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contains: "ResolveGroupsAsync"
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- path: "SharepointToolbox/App.xaml.cs"
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provides: "DI registration for ISharePointGroupResolver"
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contains: "ISharePointGroupResolver"
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- path: "SharepointToolbox.Tests/Services/SharePointGroupResolverTests.cs"
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provides: "Unit tests for resolver logic"
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contains: "IsAadGroup"
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key_links:
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- from: "SharepointToolbox/Services/SharePointGroupResolver.cs"
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to: "GraphClientFactory"
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via: "constructor injection"
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pattern: "GraphClientFactory"
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- from: "SharepointToolbox/Services/SharePointGroupResolver.cs"
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to: "ExecuteQueryRetryHelper"
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via: "CSOM retry"
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pattern: "ExecuteQueryRetryAsync"
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---
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<objective>
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Create the SharePoint group member resolution service that resolves group names to their transitive members via CSOM + Graph API.
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Purpose: This service is the data provider for Phase 17 — it pre-resolves group members before HTML export so the export service remains pure and synchronous.
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Output: `ResolvedMember` model, `ISharePointGroupResolver` interface, `SharePointGroupResolver` implementation, DI registration, unit tests.
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</objective>
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<execution_context>
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@C:/Users/SebastienQUEROL/.claude/get-shit-done/workflows/execute-plan.md
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@C:/Users/SebastienQUEROL/.claude/get-shit-done/templates/summary.md
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</execution_context>
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<context>
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@.planning/PROJECT.md
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@.planning/ROADMAP.md
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@.planning/STATE.md
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@.planning/phases/17-group-expansion-html-reports/17-RESEARCH.md
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<interfaces>
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<!-- Key types and contracts the executor needs -->
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From SharepointToolbox/Core/Models/PermissionEntry.cs:
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```csharp
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public record PermissionEntry(
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string ObjectType,
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string Title,
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string Url,
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bool HasUniquePermissions,
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string Users,
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string UserLogins,
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string PermissionLevels,
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string GrantedThrough,
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string PrincipalType // "SharePointGroup" | "User" | "External User"
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);
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```
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From SharepointToolbox/Infrastructure/Auth/GraphClientFactory.cs:
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```csharp
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public class GraphClientFactory
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{
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public async Task<GraphServiceClient> CreateClientAsync(string clientId, CancellationToken ct)
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}
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```
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From SharepointToolbox/Core/Helpers/ExecuteQueryRetryHelper.cs:
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```csharp
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public static class ExecuteQueryRetryHelper
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{
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public static async Task ExecuteQueryRetryAsync(
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ClientContext ctx,
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IProgress<OperationProgress>? progress = null,
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CancellationToken ct = default)
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}
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```
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From SharepointToolbox/App.xaml.cs (DI registration pattern):
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```csharp
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// Phase 4: Bulk Members
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services.AddTransient<IBulkMemberService, BulkMemberService>();
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// Phase 7: User Access Audit
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services.AddTransient<IGraphUserSearchService, GraphUserSearchService>();
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```
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</interfaces>
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</context>
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<tasks>
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<task type="auto" tdd="true">
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<name>Task 1: ResolvedMember model + ISharePointGroupResolver interface + SharePointGroupResolver implementation + tests</name>
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<files>
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SharepointToolbox/Core/Models/ResolvedMember.cs,
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SharepointToolbox/Services/ISharePointGroupResolver.cs,
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SharepointToolbox/Services/SharePointGroupResolver.cs,
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SharepointToolbox.Tests/Services/SharePointGroupResolverTests.cs
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</files>
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<behavior>
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- Test: IsAadGroup returns true for "c:0t.c|tenant|aaaabbbb-cccc-dddd-eeee-ffffgggghhhh" and false for "i:0#.f|membership|user@contoso.com" and false for "c:0(.s|true"
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- Test: ExtractAadGroupId extracts GUID from "c:0t.c|tenant|aaaabbbb-cccc-dddd-eeee-ffffgggghhhh" -> "aaaabbbb-cccc-dddd-eeee-ffffgggghhhh"
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- Test: StripClaims strips "i:0#.f|membership|user@contoso.com" -> "user@contoso.com"
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- Test: ResolveGroupsAsync returns empty dict when groupNames list is empty
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- Test: Result dictionary uses OrdinalIgnoreCase comparer (lookup "site members" matches key "Site Members")
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</behavior>
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<action>
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1. Create `Core/Models/ResolvedMember.cs`:
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```csharp
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namespace SharepointToolbox.Core.Models;
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public record ResolvedMember(string DisplayName, string Login);
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```
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2. Create `Services/ISharePointGroupResolver.cs`:
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```csharp
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public interface ISharePointGroupResolver
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{
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Task<IReadOnlyDictionary<string, IReadOnlyList<ResolvedMember>>> ResolveGroupsAsync(
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ClientContext ctx, string clientId,
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IReadOnlyList<string> groupNames, CancellationToken ct);
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}
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```
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3. Create `Services/SharePointGroupResolver.cs` implementing `ISharePointGroupResolver`:
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- Constructor takes `GraphClientFactory` (same pattern as `BulkMemberService`)
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- `ResolveGroupsAsync` iterates group names (`.Distinct(StringComparer.OrdinalIgnoreCase)`)
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- Per group: CSOM `ctx.Web.SiteGroups.GetByName(name).Users` with `ExecuteQueryRetryHelper.ExecuteQueryRetryAsync(ctx, null, ct)`
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- Per user: check `IsAadGroup(loginName)` — if true, extract GUID via `ExtractAadGroupId` and call `ResolveAadGroupAsync` via Graph
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- `ResolveAadGroupAsync`: `graphClient.Groups[aadGroupId].TransitiveMembers.GraphUser.GetAsync()` with `PageIterator` for pagination — same pattern as `GraphUserDirectoryService`
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- De-duplicate members by Login (OrdinalIgnoreCase) using `.DistinctBy(m => m.Login, StringComparer.OrdinalIgnoreCase)`
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- Entire per-group block wrapped in try/catch — on any exception, log warning via `Serilog.Log.Warning` and set `result[groupName] = Array.Empty<ResolvedMember>()`
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- Result dictionary created with `StringComparer.OrdinalIgnoreCase`
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- Make `IsAadGroup`, `ExtractAadGroupId`, and `StripClaims` internal static (with `InternalsVisibleTo` already set for test project) so they are testable
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- `IsAadGroup` pattern: `login.StartsWith("c:0t.c|", StringComparison.OrdinalIgnoreCase)`
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- `ExtractAadGroupId`: `login[(login.LastIndexOf('|') + 1)..]`
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- `StripClaims`: `login[(login.LastIndexOf('|') + 1)..]` (same substring after last pipe)
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4. Create `SharePointGroupResolverTests.cs`:
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- Test `IsAadGroup` with true/false cases (see behavior above)
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- Test `ExtractAadGroupId` extraction
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- Test `StripClaims` extraction
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- Test `ResolveGroupsAsync` with empty list returns empty dict (needs mock ClientContext — use `[Fact(Skip="Requires CSOM ClientContext mock")]` if CSOM types cannot be easily mocked; alternatively test the static helpers only and add a skip-marked integration test)
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- Test case-insensitive dict: create resolver, call with known group, verify lookup with different casing works. If full resolution cannot be unit tested without live CSOM, mark as `[Fact(Skip="Requires live SP tenant")]` and focus unit tests on the three static helpers
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</action>
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<verify>
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<automated>dotnet test --filter "FullyQualifiedName~SharePointGroupResolverTests" --no-build</automated>
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</verify>
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<done>ResolvedMember record exists, ISharePointGroupResolver interface defined, SharePointGroupResolver compiles with CSOM + Graph resolution, static helpers (IsAadGroup, ExtractAadGroupId, StripClaims) have green unit tests</done>
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</task>
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<task type="auto">
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<name>Task 2: DI registration in App.xaml.cs</name>
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<files>SharepointToolbox/App.xaml.cs</files>
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<action>
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Add DI registration for `ISharePointGroupResolver` in `App.xaml.cs` after the Phase 4 Bulk Members block (or near other service registrations):
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```csharp
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// Phase 17: Group Expansion
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services.AddTransient<ISharePointGroupResolver, SharePointGroupResolver>();
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```
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Add the `using SharepointToolbox.Services;` if not already present (it should be since `IPermissionsService` is already registered from the same namespace).
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</action>
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<verify>
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<automated>dotnet build --no-restore 2>&1 | tail -5</automated>
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</verify>
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<done>ISharePointGroupResolver registered in DI container, solution builds with 0 errors</done>
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</task>
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</tasks>
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<verification>
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- `dotnet build` — 0 errors, 0 warnings
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- `dotnet test --filter "FullyQualifiedName~SharePointGroupResolverTests"` — all tests pass
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- `dotnet test` — full suite green (no regressions)
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</verification>
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<success_criteria>
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- ResolvedMember record exists at Core/Models/ResolvedMember.cs
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- ISharePointGroupResolver interface defines ResolveGroupsAsync contract
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- SharePointGroupResolver implements CSOM group user loading + Graph transitive resolution
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- Static helpers (IsAadGroup, ExtractAadGroupId, StripClaims) have passing unit tests
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- DI registration wired in App.xaml.cs
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- Full test suite green
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</success_criteria>
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<output>
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After completion, create `.planning/phases/17-group-expansion-html-reports/17-01-SUMMARY.md`
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</output>
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