655bb79a99
All checks were successful
Release zip package / release (push) Successful in 10s
Archive 5 phases (36 plans) to milestones/v1.0-phases/. Archive roadmap, requirements, and audit to milestones/. Evolve PROJECT.md with shipped state and validated requirements. Collapse ROADMAP.md to one-line milestone summary. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
115 lines
6.3 KiB
Markdown
115 lines
6.3 KiB
Markdown
# Phase 4: Bulk Operations and Provisioning - Context
|
|
|
|
**Gathered:** 2026-04-02
|
|
**Status:** Ready for planning
|
|
|
|
<domain>
|
|
## Phase Boundary
|
|
|
|
Users can execute bulk write operations (member additions, site creation, file transfer) with per-item error reporting and cancellation, capture site structures as reusable templates, apply templates to create new sites, and provision folder structures from CSV — all without silent partial failures.
|
|
|
|
Requirements: BULK-01, BULK-02, BULK-03, BULK-04, BULK-05, TMPL-01, TMPL-02, TMPL-03, TMPL-04, FOLD-01, FOLD-02
|
|
|
|
</domain>
|
|
|
|
<decisions>
|
|
## Implementation Decisions
|
|
|
|
### Bulk operation failure behavior
|
|
- Continue all items on error, report summary at end — never stop on first failure
|
|
- Errors are logged live in the log panel (red) AND user can export a CSV of failed items after completion
|
|
- Failed-items CSV includes: original row data, error message, timestamp — user can fix and re-import
|
|
- "Retry Failed" button appears after completion with partial failures, re-runs only failed items
|
|
- User can also manually re-import the corrected failed-items CSV
|
|
- Always show a confirmation summary dialog before any bulk write operation starts (e.g., "12 members will be added to 3 groups — Proceed?")
|
|
|
|
### File transfer semantics
|
|
- User chooses Copy or Move (radio button or dropdown) — both options always visible
|
|
- Move deletes source files only after successful transfer to destination
|
|
- Conflict policy is user-selectable per operation: Skip / Overwrite / Rename (append suffix)
|
|
- One conflict policy applies to all files in the batch
|
|
- Source and destination selection: site picker + library/folder tree browser on both sides (reuse SitePickerDialog pattern from Phase 2)
|
|
- Metadata preservation: best effort — try to set original author and dates via CSOM; if SharePoint rejects (common cross-tenant), log a warning and continue
|
|
|
|
### Template capture scope
|
|
- User selects what to capture via checkboxes (not a fixed capture)
|
|
- Available capture options (core set): Libraries, Folders, Permission groups, Site logo, Site settings (title, description, regional settings)
|
|
- No custom columns, content types, or navigation links in v1 — keep templates lightweight
|
|
- Template remembers source site type (Communication or Teams) and creates the same type on apply — no user choice of target type
|
|
- Templates persisted as JSON locally (TMPL-03)
|
|
- Dedicated Templates tab in the main UI — templates are a first-class feature area with: list of saved templates, capture button, apply button, rename/delete
|
|
|
|
### CSV format and pre-flight validation
|
|
- Bundled example CSV templates shipped with the app for each bulk operation (member addition, site creation, folder structure) — pre-filled with sample data as reference
|
|
- After CSV import: full validation pass + DataGrid preview showing all rows with valid/invalid indicators
|
|
- User reviews the preview grid, then clicks "Execute" to proceed
|
|
- Invalid rows highlighted — user can fix and re-import before executing
|
|
- CSV encoding: UTF-8 with BOM detection (accept with or without BOM, matches Excel output and app's own CSV exports)
|
|
|
|
### Tab organization
|
|
- Each operation gets its own top-level tab: Transfer, Bulk Members, Bulk Sites, Folder Structure, Templates
|
|
- Matches the existing PowerShell tool's tab structure
|
|
- Each tab follows FeatureViewModelBase pattern (AsyncRelayCommand + IProgress + CancellationToken)
|
|
|
|
### Claude's Discretion
|
|
- Exact CSV column names and schemas for each bulk operation type
|
|
- Tree browser component implementation details for file transfer source/destination
|
|
- Template JSON schema structure
|
|
- PnP Provisioning Engine usage details for template apply
|
|
- Confirmation dialog layout and wording
|
|
- DataGrid preview grid column configuration
|
|
- Retry mechanism implementation details
|
|
|
|
</decisions>
|
|
|
|
<code_context>
|
|
## Existing Code Insights
|
|
|
|
### Reusable Assets
|
|
- `FeatureViewModelBase`: Base for all feature ViewModels — AsyncRelayCommand, IProgress, CancellationToken, TenantSwitchedMessage handling
|
|
- `SitePickerDialog`: Site selection dialog from Phase 2 — reuse for source/destination pickers in file transfer
|
|
- `OperationProgress(int Current, int Total, string Message)`: Shared progress model used by all services
|
|
- `ExecuteQueryRetryHelper`: Auto-retry on 429/503 with exponential backoff — all CSOM calls use this
|
|
- `SharePointPaginationHelper`: Async enumerable for paginated list queries
|
|
- `SessionManager`: Singleton holding all ClientContext instances — GetOrCreateContextAsync(TenantProfile, CancellationToken)
|
|
- `CsvExportService` pattern: UTF-8 BOM, RFC 4180 quoting — follow for bulk operation error report exports
|
|
|
|
### Established Patterns
|
|
- Service interfaces registered as transient in DI (App.xaml.cs)
|
|
- ViewModels use `[ObservableProperty]` attributes + `ObservableCollection<T>` for results
|
|
- Export commands use SaveFileDialog wired via Func<> factory from View code-behind
|
|
- Per-tab progress bar + cancel button (Visibility bound to IsRunning)
|
|
- Results accumulated in List<T> on background thread, assigned as new ObservableCollection on UI thread
|
|
|
|
### Integration Points
|
|
- `App.xaml.cs RegisterServices()`: Add new services, ViewModels, Views
|
|
- `MainWindow.xaml`: Add new TabItems for Transfer, Bulk Members, Bulk Sites, Folder Structure, Templates
|
|
- `MainWindow.xaml.cs`: Wire View content from DI at runtime (same pattern as Permissions, Storage, Search tabs)
|
|
- `Core/Models/`: New models for bulk operation items, template schema, CSV row types
|
|
- `Services/`: New service interfaces and implementations for each bulk operation
|
|
- `Strings.resx` / `Strings.fr.resx`: Localization keys for all Phase 4 UI strings
|
|
|
|
</code_context>
|
|
|
|
<specifics>
|
|
## Specific Ideas
|
|
|
|
- Tab structure should match the existing PowerShell tool (9 tabs: Perms, Storage, Templates, Search, Dupes, Transfer, Bulk, Struct, Versions)
|
|
- Bundled CSV examples should have realistic sample data (not just headers) so MSP admins can understand the format immediately
|
|
- Confirmation dialog before writes is non-negotiable — these are destructive operations on client tenants
|
|
- Failed-items CSV should be directly re-importable without editing (same format as input CSV, with an extra error column appended)
|
|
|
|
</specifics>
|
|
|
|
<deferred>
|
|
## Deferred Ideas
|
|
|
|
None — discussion stayed within phase scope
|
|
|
|
</deferred>
|
|
|
|
---
|
|
|
|
*Phase: 04-bulk-operations-and-provisioning*
|
|
*Context gathered: 2026-04-02*
|