f11bfefe52
- SUMMARY.md with 3 tasks, 4 commits, 5 files modified - STATE.md updated with position and decisions - ROADMAP.md updated with phase 14 progress (1/2 plans) - REQUIREMENTS.md: UDIR-05 marked complete Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
74 lines
2.8 KiB
Markdown
74 lines
2.8 KiB
Markdown
# Requirements: SharePoint Toolbox v2.2
|
|
|
|
**Defined:** 2026-04-08
|
|
**Core Value:** Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
|
|
|
|
## v2.2 Requirements
|
|
|
|
Requirements for v2.2 Report Branding & User Directory. Each maps to roadmap phases.
|
|
|
|
### Report Branding
|
|
|
|
- [x] **BRAND-01**: User can import an MSP logo in application settings (global, persisted across sessions)
|
|
- [x] **BRAND-02**: User can preview the imported MSP logo in settings UI
|
|
- [x] **BRAND-03**: User can import a client logo per tenant profile
|
|
- [x] **BRAND-04**: User can auto-pull client logo from tenant's Entra branding API
|
|
- [x] **BRAND-05**: All five HTML report types display MSP and client logos in a consistent header
|
|
- [x] **BRAND-06**: Logo import validates format (PNG/JPG) and enforces 512 KB size limit
|
|
|
|
### User Directory
|
|
|
|
- [x] **UDIR-01**: User can toggle between search mode and directory browse mode in user access audit tab
|
|
- [x] **UDIR-02**: User can browse full tenant user directory with pagination (handles 999+ users)
|
|
- [x] **UDIR-03**: User can filter directory by user type (member vs guest)
|
|
- [x] **UDIR-04**: User can see department and job title columns in directory list
|
|
- [x] **UDIR-05**: User can select one or more users from directory to run the access audit
|
|
|
|
## Future Requirements
|
|
|
|
### Report Branding (Deferred)
|
|
|
|
- **BRAND-F01**: PDF export with embedded logos
|
|
- **BRAND-F02**: Custom report title/footer text per tenant
|
|
|
|
### User Directory (Deferred)
|
|
|
|
- **UDIR-F01**: Session-scoped directory cache (avoid re-fetching on tab switch)
|
|
- **UDIR-F02**: Export user directory list to CSV
|
|
|
|
## Out of Scope
|
|
|
|
| Feature | Reason |
|
|
|---------|--------|
|
|
| CSV report branding | CSV is data-only format; logos don't apply |
|
|
| Logo in application title bar | Not a report branding concern; separate UX decision |
|
|
| User directory as standalone tab | Directory browse is a mode within existing user access audit tab |
|
|
| Real-time directory sync | One-time load with manual refresh is sufficient for audit workflows |
|
|
|
|
## Traceability
|
|
|
|
Which phases cover which requirements. Updated during roadmap creation.
|
|
|
|
| Requirement | Phase | Status |
|
|
|-------------|-------|--------|
|
|
| BRAND-01 | Phase 10 | Complete |
|
|
| BRAND-03 | Phase 10 | Complete |
|
|
| BRAND-06 | Phase 10 | Complete |
|
|
| BRAND-05 | Phase 11 | Complete |
|
|
| BRAND-04 | Phase 11 | Complete |
|
|
| BRAND-02 | Phase 12 | Complete |
|
|
| UDIR-01 | Phase 13 | Complete |
|
|
| UDIR-02 | Phase 13 | Complete |
|
|
| UDIR-03 | Phase 13 | Complete |
|
|
| UDIR-04 | Phase 13 | Complete |
|
|
| UDIR-05 | Phase 14 | Complete |
|
|
|
|
**Coverage:**
|
|
- v2.2 requirements: 11 total
|
|
- Mapped to phases: 11
|
|
- Unmapped: 0
|
|
|
|
---
|
|
*Requirements defined: 2026-04-08*
|
|
*Last updated: 2026-04-08 after roadmap creation — all 11 requirements mapped to Phases 10-14*
|