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Sharepoint-Toolbox/.planning/REQUIREMENTS.md
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- ROADMAP.md progress updated for Phase 8
- SIMP-01 and SIMP-02 requirements marked complete

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-07 14:08:03 +02:00

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Requirements: SharePoint Toolbox v1.1 Enhanced Reports

Defined: 2026-04-07 Core Value: Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.

v1.1 Requirements

Global Site Selection

  • SITE-01: User can select one or multiple target sites from the toolbar and all feature tabs use that selection as default
  • SITE-02: User can override global site selection per-tab for single-site operations

User Access Audit

  • UACC-01: User can export all SharePoint/Teams accesses a specific user has across selected sites
  • UACC-02: Export includes direct assignments, group memberships, and inherited access

Simplified Permissions

  • SIMP-01: User can toggle plain-language permission labels (e.g., "Can edit files" instead of "Contribute")
  • SIMP-02: Permissions report includes summary counts and color coding for untrained readers
  • SIMP-03: User can choose detail level (simple/detailed) for reports

Storage Visualization

  • VIZZ-01: Storage Metrics tab includes a graph showing space by file type
  • VIZZ-02: User can toggle between pie/donut chart and bar chart views
  • VIZZ-03: Graph updates automatically when storage scan completes

Future Requirements

None deferred — all active requirements scoped to v1.1.

Out of Scope

Feature Reason
Cross-platform (Mac/Linux) WPF is Windows-only; not justified for current user base
Real-time monitoring / alerts Requires background service, beyond scope
Automated remediation (auto-revoke) Liability risk
Content migration between tenants Separate product category
Version history management Surface totals in storage metrics only

Traceability

Requirement Phase Status
SITE-01 Phase 6 Complete
SITE-02 Phase 6 Complete
UACC-01 Phase 7 Complete
UACC-02 Phase 7 Complete
SIMP-01 Phase 8 Complete
SIMP-02 Phase 8 Complete
SIMP-03 Phase 8 Pending
VIZZ-01 Phase 9 Pending
VIZZ-02 Phase 9 Pending
VIZZ-03 Phase 9 Pending

Coverage:

  • v1.1 requirements: 10 total
  • Mapped to phases: 10
  • Unmapped: 0

Requirements defined: 2026-04-07 | Traceability updated: 2026-04-07