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Sharepoint-Toolbox/.planning/STATE.md

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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 17-01-PLAN.md 2026-04-09T11:06:09.877Z 2026-04-09 — Roadmap created for v2.3 (phases 15-19)
total_phases completed_phases total_plans completed_plans
5 2 6 5

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

Pending Todos

None.

Blockers/Concerns

None.

Session Continuity

Last session: 2026-04-09T11:06:05.361Z Stopped at: Completed 17-01-PLAN.md Resume file: None Next step: /gsd:plan-phase 15