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Sharepoint-Toolbox/.planning/REQUIREMENTS.md
Dev 61d7ada945 docs(10-01): complete branding-data-foundation plan 01
- Add 10-01-SUMMARY.md with task commits, deviation doc, and dependency graph
- Update STATE.md: decisions logged, session updated
- Update ROADMAP.md: phase 10 In Progress (1/3 plans complete)
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2026-04-08 12:33:57 +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

  • BRAND-01: User can import an MSP logo in application settings (global, persisted across sessions)
  • BRAND-02: User can preview the imported MSP logo in settings UI
  • BRAND-03: User can import a client logo per tenant profile
  • BRAND-04: User can auto-pull client logo from tenant's Entra branding API
  • BRAND-05: All five HTML report types display MSP and client logos in a consistent header
  • BRAND-06: Logo import validates format (PNG/JPG) and enforces 512 KB size limit

User Directory

  • UDIR-01: User can toggle between search mode and directory browse mode in user access audit tab
  • UDIR-02: User can browse full tenant user directory with pagination (handles 999+ users)
  • UDIR-03: User can filter directory by user type (member vs guest)
  • UDIR-04: User can see department and job title columns in directory list
  • 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 Pending
BRAND-04 Phase 11 Pending
BRAND-02 Phase 12 Pending
UDIR-01 Phase 13 Pending
UDIR-02 Phase 13 Pending
UDIR-03 Phase 13 Pending
UDIR-04 Phase 13 Pending
UDIR-05 Phase 14 Pending

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