Retention was the only enforcement point that destroyed state on a
Pro -> Community downgrade: the 12-hourly sweep clamps to the Community
cap at read time and would immediately start hard-deleting the
90-365-day band (trial expiry identical, silently).
New policy: for 30 days after losing Pro
(FeatureEntitlementCatalog.RetentionDowngradeGraceDays) the Pro cap
keeps applying. Anchor model: ProDowngradedUtc (backend-only field,
patch-denied + revert-protected) stamped/cleared by the plan endpoint's
new pure ApplyPlanChanges core on EFFECTIVE-edition transitions (covers
explicitly ended trials; a planTier downgrade under an active trial
deliberately does not stamp); trial expiry anchors read-time via
TrialExpiresUtc. days<=0 (infinite) stays untouched.
Ops visibility: TenantPlanDowngraded (PATCH handler, new OpsEventService
dep) plus TenantRetentionGraceExpiring/Ended from the daily
TrialExpirySweep with the same stateless window mechanics, emitted only
when stored retention exceeds the Community cap; all dual-registered in
the web OPS_EVENT_TYPES catalog. Fanout now uses its _utcNow seam
instead of inline DateTime.UtcNow. OKF doc
backend/plan-downgrade-retention-grace.md.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(backend): pre-write config backup net - every tenant/admin config save snapshots first
New ConfigurationBackups table (PK=tenantId or GlobalConfig, RK=reverse-ticks+guid,
newest-first) holds the raw stored row as EntityJson before any overwriting save of
TenantConfiguration or AdminConfiguration. Hook lives in TableConfigRepository, the
single choke point all writers funnel through - fail-soft (a backup hiccup never
breaks a save), skips row creations and noise-only changes (LastAuthClientId flips),
prunes to the newest 2 per partition. Source/reason tagging via a new
SaveTenantConfigurationAsync overload (not optional params - Moq expression trees,
CS0854); portal-put/plan/auth/app-homing/offboard call sites tagged.
Offboarding: backup partition wiped in the bulk phase (TenantPartitionTables) and by
the marker-cleanup tombstone sweep; the GlobalConfig partition never matches a tenant
GUID and survives. Table registered in TableNames.All + CriticalBackupTables.All.
Groundwork for the transactional MCP config-write flow (patch/revert endpoints follow).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(backend): transactional tenant-config field patch + revert with verified writes
New GA-only surface (policy catalog: GlobalAdminOnly + RouteParam):
- PATCH config/{tenantId}/fields - field-level patch through TenantConfigPatchService:
fresh ETag read -> field gate (deny-list incl. plan/trial, HomedAppClientId,
auth provenance; unknown fields 400 with the name) -> patch onto a clone ->
shared validation -> fail-CLOSED backup -> CAS replace -> fresh re-read ->
verify that EXACTLY the intended fields changed -> automatic ETag-conditional
rollback on drift (catches Store/Map serialization asymmetry).
- POST config/{tenantId}/revert - restore from a ConfigurationBackups snapshot
(latest by default); snapshots current state first (revert is revertible),
preserves plan/homing/provenance fields unless includeProtectedFields.
- GET config/{tenantId}/backups - metadata + masked diff only, never EntityJson.
Supporting changes: IConfigRepository gains GetTenantConfigurationWithEtagAsync +
TryReplaceTenantConfigurationAsync (412 -> false, no implicit backup hook);
validators moved from the PUT into shared TenantConfigValidation (PUT re-pointed,
forwarding shims keep test call sites); GET config/{tenantId} honors ?view=redacted
so a GA's MCP session never pulls clear-text secrets into model context.
Caller-tier deny-lists (TenantAdmin/DelegatedAdmin) ship now for the phase-2 flip.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* feat(mcp): tenant-config write tools - update/revert with snapshot-backed verified writes
First mutating surface on the MCP server, strictGa (real Global Admin) only:
- get_tenant_config: full config read, ALWAYS ?view=redacted (secrets never
reach model context; pinned by config-write-tools tests)
- update_tenant_config: field-level patch via PATCH config/{tenantId}/fields;
required reason; response = applied fields + masked diff + backupId
- list_tenant_config_backups: snapshot metadata + masked diff only
- revert_tenant_config: restore latest/named snapshot; protected fields stay
current unless includeProtectedFields; revert is itself revertible
New MUTATING annotation + TenantGuidSchema (path-traversal guard) in shared.ts;
role-aware instructions headline (non-GA keeps the exact READ-ONLY wording);
catalog snapshot test extends GA_FULL + new CONFIG_WRITE_GA_STRICT difference
list (Global Reader/tenant/delegated see none of the four).
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
* test(backend): de-flake session-deletion heartbeat test - condition-gated handler instead of wall-clock window
The heartbeat test held the handler for a FIXED 350ms and expected the 50ms
heartbeat timer to tick >=3 times inside that window. On loaded CI runners the
heartbeat Task.Delay stretches disproportionately to the handler delay, the
handler completes with <3 heartbeats fired, and the awaited condition can never
become true afterwards (CI failure on PR #120). The handler now holds the
message in-flight UNTIL the test observed 3 heartbeats (with ct + own 15s
deadline as termination guards), so the assertion is reached deterministically
regardless of scheduler jitter. Verified: 12/12 local runs green, full suite green.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Backend: POST config/{id}/trial now denies with 409 ContactEmailRequired
when no contact address is stored (extracted EvaluateTrialStart verdict,
order test-pinned: consumed/already-Pro win over the contact prompt). The
gate is live at the API even while the trial CTA stays behind its
"coming soon" flag; GA plan assignment stays unblocked by design. The
feature-flags payload gains contactEmailSet (bool only, never the
address - contract test updated).
Web: trial CTA shows a "set a contact address first" note instead of the
start button when the flag flips on; dashboard gets an amber non-blocking
banner for Pro tenants without a contact (admins only, fail-safe: only an
explicit contactEmailSet:false nags, so loading/error/older-backend states
stay quiet); GA tenant editor warns when assigning Pro to a tenant
without a contact address.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- High: TenantConfigurationService.SaveConfigurationAsync now THROWS when the repository reports a failed persist (it swallows storage exceptions and returns false) - plan/trial/config writes can no longer be audited and returned as 200 without being persisted. Cache is invalidated on every attempted save (finally), covering in-place mutations of the cached instance; the now-redundant invalidate-on-failure wrapper in PlanManagementFunction is removed. AuthFunction login side-effect saves (first-login domain write, auto-re-enable) are wrapped best-effort so a storage blip cannot 500 auth/me - they self-gate and retry on next login.
- Medium: MCP usage increment moved from AuthenticationMiddleware (fire-and-forget BEFORE the quota decision) into McpQuotaEnforcementMiddleware: strictly check-then-increment and only for requests actually served (GA tracked but quota-exempt; denied 403/429 requests no longer inflate counters; the exact-limit request is now deterministic - 1..limit pass, limit+1 blocks).
- Low: fixed both new nullable warnings (PlanTierDefinitionParser guarded json, McpQuotaEnforcementMiddleware principal null-flow).
Tests: +3 save-semantics regression tests (throw on false, cache invalidation on failed/successful save). Backend 2656/2656 green, build clean.
Fail-closed entitlement layer (FeatureEntitlementCatalog + TenantEntitlementService): edition resolves at read time (PlanTier == 'enterprise' OR active trial; legacy free/pro => Community, no migration).
- Plan/trial endpoints: PATCH config/{tid}/plan (GA: tier + grant/extend/end trial, audited, cache-safe) and POST config/{tid}/trial (tenant-admin self-service 30d, once per tenant, 409 after). Generic PUT preserves plan/trial fields for all callers. Fixes SetPlanTier writing past the config cache without audit/UpdatedBy.
- Rate limits: Enterprise floor 150/min for BOTH user (portal/JWT) and device (agent/cert) paths - floor raises the global default, an explicit per-tenant override still wins; MSP users follow their home tenant.
- Retention cap: Community 90d / Enterprise 365d, clamped in the retention fanout (warn log) + non-GA write validation 7..cap (only on changed values; 0=infinite stays GA-only).
- Delegated admin (MSP): Enterprise gate on the delegated admin's HOME tenant (JWT tid, fail-closed on unknown) - managed target tenants may be any edition. Grant-time target check removed; inert grants are suppressed at resolve time (single choke point in GetScopeAsync, applied after the UPN-keyed cache).
- MCP quota: McpQuotaService + McpQuotaEnforcementMiddleware (X-Client-Source: mcp only, GA exempt) enforce daily/monthly budgets - per-user plan override > tenant edition plan; limits from SectionUsagePlans with catalog fallbacks (community 100/3000, enterprise 1000/20000); 429 with X-MCP-Quota-* headers + Retry-After; fail-open on counter reads, fail-closed on plan resolution. /api/metrics/mcp-usage/me reports effective plan + counters.
- Trial visibility: TrialExpirySweepFunction (daily 03:30 UTC, informational) emits TenantTrialExpired (Warning, 24h look-back) + TenantTrialExpiring (Info, <=3d heads-up); dual-registered in web OPS_EVENT_TYPES.
- Web: EditionBadge + one-time trial CTA in settings header, Plan & Trial card in the GA tenant edit modal (own PATCH save), retention cap hints from entitlements, pure lib/edition.ts (vitest), feature-flags surface edition/trial/entitlements; MCP TENANT_SAFE_FIELDS + trial fields.
Verified: solution build clean; backend 2653/2653 tests; web tsc + 516/516 vitest; MCP server tsc + tests green.
Oliver Kieselbach