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Sharepoint-Toolbox/.planning/milestones/v1.1-ROADMAP.md
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chore: archive v1.1 Enhanced Reports milestone
v1.1 shipped with 4 phases (25 plans), 10/10 requirements complete:
- Global site selection (toolbar picker, all tabs consume)
- User access audit (Graph people-picker, direct/group/inherited)
- Simplified permissions (plain-language labels, risk levels, detail toggle)
- Storage visualization (LiveCharts2 pie/donut + bar charts)

Post-phase polish: centralized site selection (removed per-tab pickers),
claims prefix stripping, StorageMetrics backfill, chart tooltip fix,
summary stats in app + HTML exports.

205 tests passing, 10,484 LOC.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 10:21:02 +02:00

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# v1.1 Enhanced Reports — Milestone Archive
**Goal:** Add user access audit, simplified permissions, storage visualization, and global multi-site selection
**Status:** Shipped 2026-04-08
**Timeline:** 2026-04-07 to 2026-04-08
## Stats
| Metric | Value |
|--------|-------|
| Phases | 4 (Phases 6-9) |
| Plans | 25 |
| Commits | 29 |
| C# LOC (total) | 10,484 |
| Tests | 205 pass / 22 skip |
| Requirements | 10/10 complete |
## Key Accomplishments
1. **Global Site Selection (Phase 6)** — Toolbar-level multi-site picker consumed by all feature tabs. Per-tab site selectors removed in favor of centralized selection. WeakReferenceMessenger broadcast pattern.
2. **User Access Audit (Phase 7)** — New feature tab: people-picker with Graph API autocomplete, audit every permission a specific user holds across selected sites, distinguish direct/group/inherited access, export to CSV/HTML. Claims prefix stripping for clean display.
3. **Simplified Permissions (Phase 8)** — Plain-language labels mapped from 11 standard SharePoint roles, color-coded risk levels (High/Medium/Low/ReadOnly), summary cards with counts, detail-level toggle (simple/detailed), simplified export overloads for both CSV and HTML.
4. **Storage Visualization (Phase 9)** — LiveCharts2 (SkiaSharp) integration for pie/donut and bar chart views of storage by file type. CamlQuery-based file enumeration to work around StorageMetrics API zeros. Custom single-slice tooltip. Per-library backfill for accurate folder-level metrics. Chart data included in HTML/CSV exports with summary stat cards.
5. **Post-phase Polish** — Removed per-tab site selectors from 8 tabs (centralized to global toolbar), fixed UserAccessAudit DataGrid binding (CollectionViewSource disconnect), added site-level summary totals to Storage tab and HTML reports, suppressed NU1701 NuGet warnings.
## Phases
### Phase 6: Global Site Selection (5 plans)
- GlobalSitesChangedMessage + FeatureViewModelBase extension
- MainWindowViewModel global selection state + command
- Toolbar UI, dialog wiring, and localization keys
- Tab VM updates for global site consumption
- Unit tests for global site selection flow
### Phase 7: User Access Audit (10 plans)
- UserAccessEntry model + service interfaces
- UserAccessAuditService implementation
- GraphUserSearchService implementation
- UserAccessAuditViewModel
- UserAccessAuditView XAML layout
- CSV + HTML export services
- Tab wiring, DI, localization
- Unit tests
- Gap closure: DataGrid visual indicators + ObjectType column
- Gap closure: Debounced search unit test
### Phase 8: Simplified Permissions (6 plans)
- RiskLevel enum, PermissionLevelMapping, SimplifiedPermissionEntry, PermissionSummary
- PermissionsViewModel simplified mode, detail toggle, summary computation
- PermissionsView XAML: toggles, summary panel, color-coded DataGrid
- HTML + CSV export simplified overloads
- Localization keys (EN/FR) + export command wiring
- Unit tests: mapping, summary, ViewModel toggle behavior
### Phase 9: Storage Visualization (4 plans)
- LiveCharts2 NuGet + FileTypeMetric model + IStorageService extension
- StorageService file-type enumeration implementation
- ViewModel chart properties + View XAML + localization
- Unit tests for chart ViewModel behavior
## Requirements Covered
| Requirement | Description | Status |
|-------------|-------------|--------|
| SITE-01 | Global multi-site selection from toolbar | Complete |
| SITE-02 | Per-tab override capability | Complete (later removed — centralized) |
| UACC-01 | Export all user accesses across sites | Complete |
| UACC-02 | Distinguish direct/group/inherited access | Complete |
| SIMP-01 | Plain-language permission labels | Complete |
| SIMP-02 | Summary counts with color coding | Complete |
| SIMP-03 | Detail-level selector | Complete |
| VIZZ-01 | Charting library integration | Complete |
| VIZZ-02 | Toggle pie/donut vs bar chart | Complete |
| VIZZ-03 | Auto-update chart on scan complete | Complete |
---
*Archived: 2026-04-08*