---
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<PermissionEntry> — 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*

## Self-Check: PASSED

- FOUND: SharepointToolbox/Services/Export/CsvExportService.cs
- FOUND: SharepointToolbox/Services/Export/HtmlExportService.cs
- FOUND commit 44913f8 (feat: CsvExportService)
- FOUND commit e3ab319 (feat: HtmlExportService)
- FOUND: .planning/phases/02-permissions/02-04-SUMMARY.md