Sharepoint-Toolbox/.planning/ROADMAP.md

Roadmap: SharePoint Toolbox v2

Milestones

• ✅ v1.0 MVP — Phases 1-5 (shipped 2026-04-07) — archive
• 🔄 v1.1 Enhanced Reports — Phases 6-9 (in progress)

Phases

✅ v1.0 MVP (Phases 1-5) — SHIPPED 2026-04-07

• Phase 1: Foundation (8/8 plans) — completed 2026-04-02
• Phase 2: Permissions (7/7 plans) — completed 2026-04-02
• Phase 3: Storage and File Operations (8/8 plans) — completed 2026-04-02
• Phase 4: Bulk Operations and Provisioning (10/10 plans) — completed 2026-04-03
• Phase 5: Distribution and Hardening (3/3 plans) — completed 2026-04-03

v1.1 Enhanced Reports

• Phase 6: Global Site Selection — Toolbar-level multi-site picker that all feature tabs consume as their default target (completed 2026-04-07)
• Phase 7: User Access Audit — New feature tab: export every SharePoint/Teams access a specific user holds across selected sites (completed 2026-04-07)
• Phase 8: Simplified Permissions — Plain-language labels, summary counts, color coding, and detail-level toggle on the permissions report (completed 2026-04-07)
• Phase 9: Storage Visualization — Charting dependency + pie/donut and bar chart views of storage by file type in the Storage Metrics tab

Phase Details

Phase 6: Global Site Selection

Goal: Administrators can select one or more target sites once from the toolbar and have every feature tab use that selection by default Depends on: Phase 5 (v1.0 foundation — toolbar and tab architecture in place) Requirements: SITE-01, SITE-02 Success Criteria (what must be TRUE):

1. A multi-site picker control is visible in the main toolbar at all times, regardless of which tab is active
2. Selecting sites in the toolbar causes all feature tabs to default to those sites when an operation is run
3. A user can override the global selection on any individual tab without clearing the global state
4. The global site selection persists across tab switches within the same session Plans: 5/5 plans complete Plans:

• 06-01-PLAN.md — GlobalSitesChangedMessage + FeatureViewModelBase extension
• 06-02-PLAN.md — MainWindowViewModel global selection state + command
• 06-03-PLAN.md — Toolbar UI, dialog wiring, and localization keys
• 06-04-PLAN.md — Tab VM updates for global site consumption
• 06-05-PLAN.md — Unit tests for global site selection flow

Phase 7: User Access Audit

Goal: Administrators can audit every permission a specific user holds across selected sites, distinguish access types (direct/group/inherited), and export results to CSV or HTML Depends on: Phase 6 Requirements: UACC-01, UACC-02 Success Criteria (what must be TRUE):

1. A User Access Audit tab (or panel) is accessible and accepts a user identifier and site selection as inputs
2. Running the audit returns a list of all access entries the user holds across the selected sites
3. Results distinguish between direct role assignments, SharePoint group memberships, and inherited access
4. Results can be exported to CSV or HTML in the same format established by v1.0 export patterns Plans: 10/10 plans complete Plans:

• 07-01-PLAN.md — UserAccessEntry model + service interfaces (Wave 1)
• 07-02-PLAN.md — UserAccessAuditService implementation (Wave 2)
• 07-03-PLAN.md — GraphUserSearchService implementation (Wave 2)
• 07-04-PLAN.md — UserAccessAuditViewModel (Wave 3)
• 07-05-PLAN.md — UserAccessAuditView XAML layout (Wave 4)
• 07-06-PLAN.md — CSV + HTML export services (Wave 2)
• 07-07-PLAN.md — Tab wiring, DI, localization (Wave 4)
• 07-08-PLAN.md — Unit tests (Wave 5)
• 07-09-PLAN.md — Gap closure: DataGrid visual indicators + ObjectType column (Wave 6)
• 07-10-PLAN.md — Gap closure: Debounced search unit test (Wave 6)

Phase 8: Simplified Permissions

Goal: Permissions reports are readable by non-technical users through plain-language labels, color coding, and a configurable detail level Depends on: Phase 6 Requirements: SIMP-01, SIMP-02, SIMP-03 Success Criteria (what must be TRUE):

1. The permissions report displays human-readable labels (e.g., "Can edit files") alongside or instead of raw SharePoint role names (e.g., "Contribute") when the simplified mode toggle is on
2. The report shows summary counts per permission level with color indicators distinguishing high, medium, and low access levels
3. A detail-level selector (simple / detailed) controls whether individual item-level rows are shown or collapsed into summary rows
4. Toggling modes and detail level does not require re-running the scan — it re-renders from the already-fetched data Plans: 6/6 plans complete Plans:

• 08-01-PLAN.md — RiskLevel enum, PermissionLevelMapping, SimplifiedPermissionEntry, PermissionSummary (Wave 1)
• 08-02-PLAN.md — PermissionsViewModel simplified mode, detail toggle, summary computation (Wave 2)
• 08-03-PLAN.md — PermissionsView XAML: toggles, summary panel, color-coded DataGrid (Wave 3)
• 08-04-PLAN.md — HTML + CSV export simplified overloads (Wave 3)
• 08-05-PLAN.md — Localization keys (EN/FR) + export command wiring (Wave 4)
• 08-06-PLAN.md — Unit tests: mapping, summary, ViewModel toggle behavior (Wave 5)

Phase 9: Storage Visualization

Goal: The Storage Metrics tab displays an interactive chart of space consumption by file type, togglable between pie/donut and bar chart views Depends on: Phase 6 Requirements: VIZZ-01, VIZZ-02, VIZZ-03 Success Criteria (what must be TRUE):

1. A WPF charting library (LiveCharts2 or OxyPlot) is integrated as a NuGet dependency and renders correctly in the self-contained EXE build
2. After a storage scan completes, a chart appears in the Storage Metrics tab showing space broken down by file type
3. A toggle control switches the chart between pie/donut and bar chart representations without re-running the scan
4. The chart updates automatically whenever a new storage scan finishes, without requiring manual refresh Plans: TBD

Progress

Phase	Milestone	Plans Complete	Status	Completed
1. Foundation	v1.0	8/8	Complete	2026-04-02
2. Permissions	v1.0	7/7	Complete	2026-04-02
3. Storage and File Operations	v1.0	8/8	Complete	2026-04-02
4. Bulk Operations and Provisioning	v1.0	10/10	Complete	2026-04-03
5. Distribution and Hardening	v1.0	3/3	Complete	2026-04-03
6. Global Site Selection	5/5	Complete	2026-04-07	-
7. User Access Audit	10/10	Complete	2026-04-07	-
8. Simplified Permissions	6/6	Complete	2026-04-07	-
9. Storage Visualization	v1.1	0/?	Not started	-