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Sharepoint-Toolbox/.planning/STATE.md
Dev e3ff27a673 docs: create milestone v2.3 roadmap (5 phases, 15-19)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-09 11:31:54 +02:00

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---
gsd_state_version: 1.0
milestone: v2.3
milestone_name: Tenant Management & Report Enhancements
status: roadmap-ready
stopped_at: roadmap created — ready for phase 15 planning
last_updated: "2026-04-09"
last_activity: 2026-04-09 — Roadmap created for v2.3 (phases 15-19)
progress:
total_phases: 5
completed_phases: 0
total_plans: 0
completed_plans: 0
---
# Project State
## Project Reference
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:** v2.3 Tenant Management & Report Enhancements — Phase 15 next
## Current Position
Phase: 15 — Consolidation Data Model (not started)
Plan: —
Status: Roadmap approved — ready to plan Phase 15
Last activity: 2026-04-09 — Roadmap created for v2.3 (phases 15-19)
```
v2.3 Progress: ░░░░░░░░░░ 0% (0/5 phases)
```
## Shipped Milestones
- v1.0 MVP — Phases 1-5 (shipped 2026-04-07)
- v1.1 Enhanced Reports — Phases 6-9 (shipped 2026-04-08)
- v2.2 Report Branding & User Directory — Phases 10-14 (shipped 2026-04-09)
## v2.3 Phase Map
| Phase | Name | Requirements | Status |
|-------|------|--------------|--------|
| 15 | Consolidation Data Model | RPT-04 | Not started |
| 16 | Report Consolidation Toggle | RPT-03 | Not started |
| 17 | Group Expansion in HTML Reports | RPT-01, RPT-02 | Not started |
| 18 | Auto-Take Ownership | OWN-01, OWN-02 | Not started |
| 19 | App Registration & Removal | APPREG-01..06 | Not started |
## Accumulated Context
### Decisions
Decisions are logged in PROJECT.md Key Decisions table.
**v2.3 notable constraints:**
- Phase 19 has the highest blast radius (Entra changes) — must be last
- Phase 15 is zero-API-call foundation; unblocks Phase 16 (consolidation) and Phase 18 (ownership) independently
- Group expansion (Phase 17) calls Graph at export time, not at scan time — scan pipeline unchanged
- Auto-take ownership uses PnP `Tenant.SetSiteAdmin` — requires Tenant Admin scope
- App registration must be atomic with rollback; partial Entra state is worse than no state
### Pending Todos
None.
### Blockers/Concerns
None.
## Session Continuity
Last session: 2026-04-09
Stopped at: Roadmap created — ready to plan Phase 15
Resume file: None
Next step: `/gsd:plan-phase 15`