Sharepoint-Toolbox/.planning/phases/07-user-access-audit/07-06-SUMMARY.md

phase, plan, subsystem, tags, requires, provides, affects, tech-stack, key-files, key-decisions, patterns-established, requirements-completed, duration, completed

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
07-user-access-audit	06	export	csv html export user-access-audit csharp	phase provides 07-01 UserAccessEntry AccessType enum	UserAccessCsvExportService with BuildCsv, WriteAsync (per-user files), WriteSingleFileAsync (combined) UserAccessHtmlExportService with BuildHtml (interactive dual-view report), WriteAsync	07-04 07-07 07-08	added patterns RFC 4180 CSV escaping UTF-8+BOM for CSV UTF-8 no-BOM for HTML inline CSS/JS self-contained HTML dual-view toggle pattern collapsible group rows	created modified SharepointToolbox/Services/Export/UserAccessCsvExportService.cs SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs	UserAccessCsvExportService has two write modes: WriteAsync (per-user files to directory, audit_{email}_{date}.csv) and WriteSingleFileAsync (all users combined, for SaveFileDialog export in ViewModel) HTML BuildHtml uses group-scoped sortTable so sorting within one user/site group does not disrupt others filterTable() shows/hides group headers based on whether any of their child rows match, avoiding orphaned headers	Export services follow consistent pattern: BuildX() returns string, WriteAsync() writes to path — same as CsvExportService and HtmlExportService HTML reports use data-group attributes on detail rows for JS group operations (toggle, sort, filter) High-privilege CSS applied inline via rowClass variable — keeps HTML generation declarative	UACC-02	2min	2026-04-07

Phase 7 Plan 06: Export Services Summary

Two self-contained export services for User Access Audit: per-user CSV files with summary headers and a single interactive HTML report with dual-view toggle (by-user/by-site), collapsible groups, sortable columns, risk highlighting, and color-coded access type badges.

Performance

• Duration: ~2 min
• Started: 2026-04-07T10:39:04Z
• Completed: 2026-04-07T10:41:05Z
• Tasks: 2
• Files modified: 2

Accomplishments

• UserAccessCsvExportService: BuildCsv (per-user with summary block), WriteAsync (one file per user), WriteSingleFileAsync (combined for SaveFileDialog) — RFC 4180 escaping, UTF-8+BOM
• UserAccessHtmlExportService: self-contained HTML with stats cards, per-user summary cards, dual-view toggle (By User / By Site), collapsible group headers, sortable columns (per-group), text filter scoped to active view
• Risk highlighting: high-privilege rows bold + warning icon, high-privilege user cards with red left border, external user guest badge (orange pill)

Task Commits

1. Task 1: Implement UserAccessCsvExportService - 9f891aa (feat)
2. Task 2: Implement UserAccessHtmlExportService - 3146a04 (feat)

Plan metadata: (docs commit pending)

Files Created/Modified

• SharepointToolbox/Services/Export/UserAccessCsvExportService.cs — Per-user and combined CSV export with summary headers
• SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs — Interactive HTML report with dual-view toggle, collapsible groups, inline CSS/JS

Decisions Made

1. Two CSV write modes — WriteAsync writes one file per user to a directory (batch export); WriteSingleFileAsync writes all users to one file (for ViewModel's SaveFileDialog flow, simpler UX).

2. Group-scoped sort — sortTable() collects and re-inserts rows within each group individually, so sorting by "Permission Level" in the by-user view keeps each user's rows together.

3. Filter hides empty group headers — filterTable() tracks which groups have at least one visible row, then hides group headers for empty groups to avoid orphaned section labels.

Deviations from Plan

None — plan executed exactly as written.

Issues Encountered

None.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• Both export services ready for wiring into the UserAccessAuditViewModel export commands (07-04)
• CSV: ViewModel calls WriteSingleFileAsync(entries, filePath, ct) after SaveFileDialog
• HTML: ViewModel calls WriteAsync(entries, filePath, ct) after SaveFileDialog
• Both services are stateless and constructable without DI parameters

Self-Check: PASSED

Files confirmed present:

• FOUND: SharepointToolbox/Services/Export/UserAccessCsvExportService.cs
• FOUND: SharepointToolbox/Services/Export/UserAccessHtmlExportService.cs

Commits confirmed:

• FOUND: 9f891aa
• FOUND: 3146a04

---

Phase: 07-user-access-audit Completed: 2026-04-07