Sharepoint-Toolbox/.planning/STATE.md

gsd_state_version, milestone, milestone_name, status, stopped_at, last_updated, last_activity, progress

gsd_state_version	milestone	milestone_name	status	stopped_at	last_updated	last_activity	progress
1.0	v2.3	Tenant Management & Report Enhancements	planning	Completed 19-01-PLAN.md	2026-04-09T13:15:04.040Z	2026-04-09 — Roadmap created for v2.3 (phases 15-19)	total_phases completed_phases total_plans completed_plans 5 4 10 9

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-04-09)

Core value: Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application. Current focus: v2.3 Tenant Management & Report Enhancements — Phase 15 next

Current Position

Phase: 15 — Consolidation Data Model (not started) Plan: — Status: Roadmap approved — ready to plan Phase 15 Last activity: 2026-04-09 — Roadmap created for v2.3 (phases 15-19)

v2.3 Progress: ░░░░░░░░░░ 0% (0/5 phases)

Shipped Milestones

• v1.0 MVP — Phases 1-5 (shipped 2026-04-07)
• v1.1 Enhanced Reports — Phases 6-9 (shipped 2026-04-08)
• v2.2 Report Branding & User Directory — Phases 10-14 (shipped 2026-04-09)

v2.3 Phase Map

Phase	Name	Requirements	Status
15	Consolidation Data Model	RPT-04	Not started
16	Report Consolidation Toggle	RPT-03	Not started
17	Group Expansion in HTML Reports	RPT-01, RPT-02	Not started
18	Auto-Take Ownership	OWN-01, OWN-02	Not started
19	App Registration & Removal	APPREG-01..06	Not started

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table.

v2.3 notable constraints:

• Phase 19 has the highest blast radius (Entra changes) — must be last
• Phase 15 is zero-API-call foundation; unblocks Phase 16 (consolidation) and Phase 18 (ownership) independently
• Group expansion (Phase 17) calls Graph at export time, not at scan time — scan pipeline unchanged
• Auto-take ownership uses PnP Tenant.SetSiteAdmin — requires Tenant Admin scope
• App registration must be atomic with rollback; partial Entra state is worse than no state
• [Phase 15]: MakeKey declared internal for test access via InternalsVisibleTo without exposing as public API
• [Phase 15]: LINQ GroupBy+Select for consolidation merge instead of mutable dictionary — consistent with functional codebase style
• [Phase 15-consolidation-data-model]: RPT-04-g test data uses 11 rows (not 10) to produce 7 consolidated rows — plan description had a counting error; 4 unique rows + 3 merged groups = 7
• [Phase 16-01]: Consolidated branch uses early-return pattern inside WriteSingleFileAsync to leave existing code path untouched
• [Phase 16-01]: PermissionsViewModel gets MergePermissions as no-op placeholder reserved for future use
• [Phase 16-report-consolidation-toggle]: BuildConsolidatedHtml is a private method via early-return in BuildHtml — existing code path completely untouched
• [Phase 16-report-consolidation-toggle]: Separate locIdx counter for location groups (loc0, loc1...) distinct from grpIdx for user groups (ugrp0...) prevents ID collision
• [Phase 17]: Static helpers IsAadGroup/ExtractAadGroupId/StripClaims declared internal to enable unit testing via InternalsVisibleTo without polluting public API
• [Phase 17]: Graph client created lazily on first AAD group encountered to avoid unnecessary auth overhead for groups with no nested AAD members
• [Phase 17]: groupMembers optional param in HtmlExportService — null produces identical pre-Phase-17 output; ISharePointGroupResolver injected as optional last param in PermissionsViewModel; resolution failure degrades gracefully with LogWarning
• [Phase 18-auto-take-ownership]: OwnershipElevationService uses Tenant.SetSiteAdmin from PnP.Framework
• [Phase 18-auto-take-ownership]: WasAutoElevated last positional param with default=false preserves all existing PermissionEntry callsites
• [Phase 18-auto-take-ownership]: AutoTakeOwnership ViewModel setter uses fire-and-forget pattern matching DataFolder
• [Phase 18-auto-take-ownership]: Toggle read before scan loop (not in exception filter) — await in when clause unsupported; pre-read bool preserves semantics
• [Phase 18-auto-take-ownership]: WasAutoElevated DataTrigger last in RowStyle.Triggers — amber wins over RiskLevel color
• [Phase 19-app-registration-removal]: AppRegistrationService uses AppGraphClientFactory alias to disambiguate from Microsoft.Graph.GraphClientFactory
• [Phase 19-app-registration-removal]: BuildRequiredResourceAccess declared internal to enable direct unit testing without live Graph calls
• [Phase 19-app-registration-removal]: SharePoint AllSites.FullControl GUID marked LOW confidence — must be verified against live tenant

Pending Todos

None.

Blockers/Concerns

None.

Session Continuity

Last session: 2026-04-09T13:15:04.038Z Stopped at: Completed 19-01-PLAN.md Resume file: None Next step: /gsd:plan-phase 15