Sharepoint-Toolbox/.planning/phases/15-consolidation-data-model/15-01-PLAN.md

phase, plan, type, wave, depends_on, files_modified, autonomous, requirements, must_haves

phase	plan	type	wave	depends_on	files_modified	autonomous	requirements	must_haves
15-consolidation-data-model	01	execute	1		SharepointToolbox/Core/Models/LocationInfo.cs SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs SharepointToolbox/Core/Helpers/PermissionConsolidator.cs	true	RPT-04	truths artifacts key_links LocationInfo record holds five location fields from UserAccessEntry ConsolidatedPermissionEntry holds key fields plus a list of LocationInfo with LocationCount PermissionConsolidator.Consolidate merges entries with identical key into single rows MakeKey uses pipe-delimited case-insensitive composite of UserLogin+PermissionLevel+AccessType+GrantedThrough Empty input returns empty list path provides contains SharepointToolbox/Core/Models/LocationInfo.cs Location data record public record LocationInfo path provides contains SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs Consolidated permission model public record ConsolidatedPermissionEntry path provides exports SharepointToolbox/Core/Helpers/PermissionConsolidator.cs Consolidation logic Consolidate MakeKey from to via pattern SharepointToolbox/Core/Helpers/PermissionConsolidator.cs SharepointToolbox/Core/Models/UserAccessEntry.cs accepts IReadOnlyList<UserAccessEntry> IReadOnlyList<UserAccessEntry> from to via pattern SharepointToolbox/Core/Helpers/PermissionConsolidator.cs SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs returns IReadOnlyList<ConsolidatedPermissionEntry> IReadOnlyList<ConsolidatedPermissionEntry> from to via pattern SharepointToolbox/Core/Helpers/PermissionConsolidator.cs SharepointToolbox/Core/Models/LocationInfo.cs constructs LocationInfo from UserAccessEntry fields new LocationInfo

Create the consolidation data model and merge service for permission report consolidation.

Purpose: Establish the data shape (LocationInfo, ConsolidatedPermissionEntry) and pure-function merge logic (PermissionConsolidator) so that Phase 16 can wire them into the export pipeline. Zero API calls, zero UI — just models and a static helper.

Output: Three production files — two model records and one static consolidation service.

<execution_context> @C:/Users/dev/.claude/get-shit-done/workflows/execute-plan.md @C:/Users/dev/.claude/get-shit-done/templates/summary.md </execution_context>

@.planning/PROJECT.md @.planning/ROADMAP.md @.planning/STATE.md @.planning/phases/15-consolidation-data-model/15-CONTEXT.md @.planning/phases/15-consolidation-data-model/15-RESEARCH.md ```csharp namespace SharepointToolbox.Core.Models;

public enum AccessType { Direct, Group, Inherited }

public record UserAccessEntry( string UserDisplayName, string UserLogin, string SiteUrl, string SiteTitle, string ObjectType, string ObjectTitle, string ObjectUrl, string PermissionLevel, AccessType AccessType, string GrantedThrough, bool IsHighPrivilege, bool IsExternalUser );

</interfaces>
</context>

<tasks>

<task type="auto">
  <name>Task 1: Create LocationInfo and ConsolidatedPermissionEntry model records</name>
  <files>SharepointToolbox/Core/Models/LocationInfo.cs, SharepointToolbox/Core/Models/ConsolidatedPermissionEntry.cs</files>
  <action>
Create two new C# positional record files in `Core/Models/`.

**LocationInfo.cs** — namespace `SharepointToolbox.Core.Models`:
```csharp
public record LocationInfo(
    string SiteUrl,
    string SiteTitle,
    string ObjectTitle,
    string ObjectUrl,
    string ObjectType
);

Lightweight record holding the five location-related fields extracted from UserAccessEntry when rows are merged.

ConsolidatedPermissionEntry.cs — namespace SharepointToolbox.Core.Models:

public record ConsolidatedPermissionEntry(
    string UserDisplayName,
    string UserLogin,
    string PermissionLevel,
    AccessType AccessType,
    string GrantedThrough,
    bool IsHighPrivilege,
    bool IsExternalUser,
    IReadOnlyList<LocationInfo> Locations
)
{
    public int LocationCount => Locations.Count;
}

• Holds the four key fields (UserLogin, PermissionLevel, AccessType, GrantedThrough) plus carried-forward fields (UserDisplayName, IsHighPrivilege, IsExternalUser).
• Locations is an IReadOnlyList<LocationInfo> containing all merged locations.
• LocationCount is a computed convenience property.
• Do NOT add any methods, constructors, or logic beyond the record definition and LocationCount property. cd C:/Users/dev/Documents/projets/Sharepoint && dotnet build SharepointToolbox/SharepointToolbox.csproj --no-restore -v q 2>&1 | tail -5 Both record files exist, compile without errors, and are in the SharepointToolbox.Core.Models namespace. ConsolidatedPermissionEntry.LocationCount returns Locations.Count.

Task 2: Create PermissionConsolidator static helper SharepointToolbox/Core/Helpers/PermissionConsolidator.cs Create `PermissionConsolidator.cs` in `Core/Helpers/` — namespace `SharepointToolbox.Core.Helpers`.

Follow the existing DuplicatesService.MakeKey() pattern for composite key generation.

using SharepointToolbox.Core.Models;

namespace SharepointToolbox.Core.Helpers;

/// <summary>
/// Merges a flat list of UserAccessEntry rows into consolidated entries
/// where rows with identical (UserLogin, PermissionLevel, AccessType, GrantedThrough)
/// are grouped into a single row with multiple locations.
/// </summary>
public static class PermissionConsolidator
{
    /// <summary>
    /// Builds a pipe-delimited, case-insensitive composite key from the four key fields.
    /// </summary>
    internal static string MakeKey(UserAccessEntry entry)
    {
        return string.Join("|",
            entry.UserLogin.ToLowerInvariant(),
            entry.PermissionLevel.ToLowerInvariant(),
            entry.AccessType.ToString(),
            entry.GrantedThrough.ToLowerInvariant());
    }

    /// <summary>
    /// Groups entries by composite key and returns consolidated rows.
    /// Each group's first entry provides UserDisplayName, IsHighPrivilege, IsExternalUser.
    /// All entries in a group contribute a LocationInfo to the Locations list.
    /// Results are ordered by UserLogin then PermissionLevel.
    /// </summary>
    public static IReadOnlyList<ConsolidatedPermissionEntry> Consolidate(
        IReadOnlyList<UserAccessEntry> entries)
    {
        if (entries.Count == 0)
            return Array.Empty<ConsolidatedPermissionEntry>();

        return entries
            .GroupBy(e => MakeKey(e))
            .Select(g =>
            {
                var first = g.First();
                var locations = g.Select(e => new LocationInfo(
                    e.SiteUrl, e.SiteTitle, e.ObjectTitle, e.ObjectUrl, e.ObjectType
                )).ToList();

                return new ConsolidatedPermissionEntry(
                    first.UserDisplayName,
                    first.UserLogin,
                    first.PermissionLevel,
                    first.AccessType,
                    first.GrantedThrough,
                    first.IsHighPrivilege,
                    first.IsExternalUser,
                    locations);
            })
            .OrderBy(c => c.UserLogin)
            .ThenBy(c => c.PermissionLevel)
            .ToList();
    }
}

Key implementation details:

• MakeKey is internal so tests can access it via [InternalsVisibleTo] or by testing through Consolidate.
• Use .ToLowerInvariant() on UserLogin, PermissionLevel, GrantedThrough (string key fields). AccessType is an enum — use .ToString() (case-stable).
• Empty input short-circuits to Array.Empty<>().
• LINQ GroupBy + Select pattern — no mutable dictionaries.
• OrderBy UserLogin then PermissionLevel for deterministic output. cd C:/Users/dev/Documents/projets/Sharepoint && dotnet build SharepointToolbox/SharepointToolbox.csproj --no-restore -v q 2>&1 | tail -5 PermissionConsolidator.cs compiles. Consolidate method accepts IReadOnlyList of UserAccessEntry, returns IReadOnlyList of ConsolidatedPermissionEntry. MakeKey produces pipe-delimited lowercase composite key.

Full solution build passes: ```bash cd C:/Users/dev/Documents/projets/Sharepoint && dotnet build --no-restore -v q ```

<success_criteria>

• LocationInfo.cs and ConsolidatedPermissionEntry.cs exist in Core/Models/ with correct record signatures
• PermissionConsolidator.cs exists in Core/Helpers/ with Consolidate and MakeKey methods
• All three files compile as part of the SharepointToolbox project
• No changes to any existing files </success_criteria>

After completion, create `.planning/phases/15-consolidation-data-model/15-01-SUMMARY.md`