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chore: archive v2.2 Report Branding & User Directory milestone
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Release SharePoint Toolbox v2 / release (push) Failing after 14s
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5 phases (10-14), 14 plans, 11/11 requirements complete.
Key features: HTML report branding with MSP/client logos, user directory
browse mode with paginated load and member/guest filtering.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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2026-04-09 10:27:33 +02:00
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# Requirements: SharePoint Toolbox v2.2
**Defined:** 2026-04-08
**Core Value:** Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
## v2.2 Requirements
Requirements for v2.2 Report Branding & User Directory. Each maps to roadmap phases.
### Report Branding
- [x] **BRAND-01**: User can import an MSP logo in application settings (global, persisted across sessions)
- [x] **BRAND-02**: User can preview the imported MSP logo in settings UI
- [x] **BRAND-03**: User can import a client logo per tenant profile
- [x] **BRAND-04**: User can auto-pull client logo from tenant's Entra branding API
- [x] **BRAND-05**: All five HTML report types display MSP and client logos in a consistent header
- [x] **BRAND-06**: Logo import validates format (PNG/JPG) and enforces 512 KB size limit
### User Directory
- [x] **UDIR-01**: User can toggle between search mode and directory browse mode in user access audit tab
- [x] **UDIR-02**: User can browse full tenant user directory with pagination (handles 999+ users)
- [x] **UDIR-03**: User can filter directory by user type (member vs guest)
- [x] **UDIR-04**: User can see department and job title columns in directory list
- [x] **UDIR-05**: User can select one or more users from directory to run the access audit
## Future Requirements
### Report Branding (Deferred)
- **BRAND-F01**: PDF export with embedded logos
- **BRAND-F02**: Custom report title/footer text per tenant
### User Directory (Deferred)
- **UDIR-F01**: Session-scoped directory cache (avoid re-fetching on tab switch)
- **UDIR-F02**: Export user directory list to CSV
## Out of Scope
| Feature | Reason |
|---------|--------|
| CSV report branding | CSV is data-only format; logos don't apply |
| Logo in application title bar | Not a report branding concern; separate UX decision |
| User directory as standalone tab | Directory browse is a mode within existing user access audit tab |
| Real-time directory sync | One-time load with manual refresh is sufficient for audit workflows |
## Traceability
Which phases cover which requirements. Updated during roadmap creation.
| Requirement | Phase | Status |
|-------------|-------|--------|
| BRAND-01 | Phase 10 | Complete |
| BRAND-03 | Phase 10 | Complete |
| BRAND-06 | Phase 10 | Complete |
| BRAND-05 | Phase 11 | Complete |
| BRAND-04 | Phase 11 | Complete |
| BRAND-02 | Phase 12 | Complete |
| UDIR-01 | Phase 13 | Complete |
| UDIR-02 | Phase 13 | Complete |
| UDIR-03 | Phase 13 | Complete |
| UDIR-04 | Phase 13 | Complete |
| UDIR-05 | Phase 14 | Complete |
**Coverage:**
- v2.2 requirements: 11 total
- Mapped to phases: 11
- Unmapped: 0
---
*Requirements defined: 2026-04-08*
*Last updated: 2026-04-08 after roadmap creation — all 11 requirements mapped to Phases 10-14*