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Sharepoint-Toolbox/.planning/PROJECT.md
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Release SharePoint Toolbox v2 / release (push) Failing after 14s
chore: archive v1.1 Enhanced Reports milestone
v1.1 shipped with 4 phases (25 plans), 10/10 requirements complete:
- Global site selection (toolbar picker, all tabs consume)
- User access audit (Graph people-picker, direct/group/inherited)
- Simplified permissions (plain-language labels, risk levels, detail toggle)
- Storage visualization (LiveCharts2 pie/donut + bar charts)

Post-phase polish: centralized site selection (removed per-tab pickers),
claims prefix stripping, StorageMetrics backfill, chart tooltip fix,
summary stats in app + HTML exports.

205 tests passing, 10,484 LOC.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-08 10:21:02 +02:00

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Markdown

# SharePoint Toolbox v2
## What This Is
A C#/WPF desktop application for IT administrators and MSPs to audit and manage SharePoint Online permissions, storage, files, and sites across multiple client tenants. Replaces a 6,400-line monolithic PowerShell script with a structured 10,071-line MVVM application shipping as a single self-contained EXE.
## Core Value
Administrators can audit and manage SharePoint/Teams permissions and storage across multiple client tenants from a single, reliable desktop application.
## Current State
**Shipped:** v1.1 Enhanced Reports (2026-04-08)
**Status:** Feature-complete for v1.1; no active milestone
**v1.1 shipped features:**
- Global multi-site selection in toolbar (pick sites once, all tabs use them)
- User access audit tab with Graph API people-picker, direct/group/inherited access distinction
- Simplified permissions with plain-language labels, color-coded risk levels, detail-level toggle
- Storage visualization with LiveCharts2 pie/donut and bar charts by file type
Tech stack: C# / WPF / .NET 10 / PnP Framework / Microsoft Graph SDK / MSAL / Serilog / CommunityToolkit.Mvvm / LiveCharts2
Tests: 205 automated (xUnit), 22 skipped (require live SharePoint tenant)
Distribution: 200 MB self-contained EXE (win-x64)
## Requirements
### Validated
- Full C#/WPF rewrite of all existing PowerShell features — v1.0
- Multi-tenant authentication with cached sessions — v1.0
- Thorough error handling (per-item reporting, no silent failures) — v1.0
- Modular architecture (separate files per feature area, DI, MVVM) — v1.0
- Self-contained single EXE distribution — v1.0
### Shipped in v1.1
- [x] Global multi-site selection in toolbar (SITE-01/02) — v1.1
- [x] Export all SharePoint/Teams accesses a specific user has across selected sites (UACC-01/02) — v1.1
- [x] Simplified permissions reports (plain language, summary views) (SIMP-01/02/03) — v1.1
- [x] Storage metrics graph by file type (pie/donut and bar chart, toggleable) (VIZZ-01/02/03) — v1.1
### Out of Scope
- Cross-platform support (Mac/Linux) — WPF is Windows-only; not justified for current user base
- SQLite or database storage — JSON sufficient for config, profiles, and templates
- Web-based UI — must remain a local desktop application
- Cloud/SaaS deployment — local tool by design
- Mobile support — desktop admin tool
- Real-time monitoring / alerts — requires background service, beyond scope
- Automated remediation (auto-revoke) — liability risk
- Content migration between tenants — separate product category
## Context
- **v1.0 shipped** with full feature parity: permissions, storage, search, duplicates, bulk operations, templates, folder provisioning
- **v1.1 shipped** with enhanced reports: user access audit, simplified permissions, storage charts, global site selection
- **Localization:** 220+ EN/FR keys, full parity verified
- **Architecture:** 120+ C# files + 17 XAML files across Core/Infrastructure/Services/ViewModels/Views layers
## Constraints
- **Platform:** Windows desktop only — WPF requires Windows
- **Distribution:** Self-contained EXE (~200 MB) — no .NET runtime dependency
- **Auth method:** Interactive browser-based Azure AD login (no client secrets stored)
- **Data storage:** JSON files for profiles, settings, templates
- **SharePoint API:** PnP Framework / Microsoft Graph SDK
- **Local only:** No telemetry, no cloud services, no external dependencies at runtime
## Key Decisions
| Decision | Rationale | Outcome |
|----------|-----------|---------|
| Rewrite to C#/WPF instead of improving PowerShell | Better async/await, proper OOP, richer UI, better tooling | ✓ Good — 10k LOC structured app vs 6.4k monolithic script |
| WPF over WinForms | Modern data binding, MVVM pattern, richer styling | ✓ Good — clean separation of concerns |
| Self-contained EXE | Users shouldn't need to install .NET runtime | ✓ Good — 200 MB single file, zero dependencies |
| Keep JSON storage | Simple, human-readable, sufficient for config/profiles | ✓ Good — atomic write-then-replace pattern works well |
| Multi-tenant session caching | MSP workflow requires fast switching between tenants | ✓ Good — per-clientId MSAL PCA with MsalCacheHelper |
| BulkOperationRunner pattern | Continue-on-error with per-item results for all bulk ops | ✓ Good — consistent error handling across 4 bulk features |
| Wave 0 scaffold pattern | Models + interfaces + test stubs before implementation | ✓ Good — all phases had test targets from day 1 |
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*Last updated: 2026-04-08 after v1.1 milestone shipped*