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Author SHA1 Message Date
Oliver Kieselbach c26867ced8 fix(agent): network-link gate before initial config fetch + post-registration recovery
Root cause (edu.kosh audit 2026-08-24, session ba828038): on boot-time relaunches
the agent starts before the Wi-Fi link is up. The Phase 4 config fetch had no
network gate (98f8114d only guarded Phase 6 registration), burned its 10/30/60s
retry budget into a dead link and stranded the whole session on built-in defaults
(ConfigVersion=0) — up to ~50% of that tenant's sessions, with no self-heal short
of a manual rotate_config action. Not a version regression: rates varied wildly
per day within the same agent build; the failed requests never reached the backend.

Two complementary layers:
- RemoteConfigService gates the initial fetch on the shared NetworkLinkWait poll
  (60s cap — longer than registration's 15s because the fetch runs first), so the
  retry budget starts on a live link. rotate_config stays ungated (latency-bound).
- Phase 6.5: after registration proves the backend reachable, TryRecoverConfigAsync
  refetches once and AgentRuntimeConfig.TryRecoverAfterRegistration re-applies the
  live config (same merge/integrity pipeline as Phase 4). LastFetch* keeps the
  original failure record; remote_config_fetch_failed reports it with a recovered
  flag at Info severity, agent_started flags remoteConfigRecovered.

Deliberately not re-run in recovery: kill-signal check (telemetry-channel control
signals cover post-registration kills) and endpoint migration (next start).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 11:49:37 +02:00
1808 changed files with 40299 additions and 167713 deletions
+23 -29
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@@ -1,43 +1,37 @@
# Agent Directives
- **Plan first.** Enter plan mode for any non-trivial task (3+ steps or an architectural decision) and write the spec before building. The plan file is `internal/work/plans/<slug>.md` from the first draft; the harness plan folder outside the repo is never the storage place, at most a copy for the approval dialog. If something goes sideways, stop and re-plan instead of pushing on.
- **Plan first.** Enter plan mode for any non-trivial task (3+ steps or an architectural decision) and write the spec before building. If something goes sideways, stop and re-plan instead of pushing on.
- **Use subagents liberally** for research, exploration, and parallel analysis — one focus each — to keep the main context clean.
- **Verify before claiming done.** Run the tests, check the logs, show the evidence. Diff against `main` where behaviour could regress.
- **Fix bugs autonomously.** Given a report, a failing test, or an error, resolve it — no hand-holding.
- **Capture corrections.** After any correction from the user, record the pattern and a preventing rule in `tasks/lessons.md`; review it at session start.
- Read files over 500 LOC in chunks. Never treat one grep as proof of absence.
## Where knowledge lives
| Content | Location | Rule |
|---|---|---|
| Customer documentation | separate repo `autopilotmonitor-docs` (GitBook; baked into the MCP `search_docs` corpus) | Any change ⇒ MCP redeploy. Commit in that repo (`cd` first). |
| Technical concept docs (OKF bundle) | `internal/` — private submodule, entry point `internal/docs/index.md` | Read the index first. Concept docs only for invariants, mechanisms and architecture a later change could silently break. |
| Decisions, including "we will not build X" | `internal/decisions.md` | One entry per decision: date, decision, why, applies-to, status. |
| Working files, lessons, plans | `internal/work/` | Rules in `internal/CLAUDE.md`. |
| Agent review criteria | `internal/docs/agent/architecture-principles.md` | Check every agent change against it. |
| Private operator instructions | `internal/CLAUDE.md` | Imported at the end of this file. Absent for contributors without submodule access; nothing in it may be copied into this public repo. |
| Infrastructure and operator scripts | `infra/` — private submodule | Bicep plus deploy/backup/migration scripts. Scripts never carry credentials; secrets come from env or a gitignored file next to the script. |
| Skills | `.claude/commands/` — private submodule | Each skill's frontmatter says when to use it. |
| Claude auto-memory | outside the repo, per machine | Private notes only. Anything the project must keep goes into `internal/`. |
## Hard rules
- Agent projects stay on .NET Framework 4.8.
- .NET build warnings are errors; only the NU1901–NU1904 advisories remain warnings.
- Never put real customer domains, tenant names or tenant IDs into code, tests, commits, comments or public docs.
- Deploy order is Backend → Web → MCP. Backend deploys are `workflow_dispatch` only. Verify the deployed version before claiming anything is live.
- Submodules (`internal/`, `infra/`, `.claude/commands/`): commit inside the submodule first, then bump the gitlink here.
- Stage explicit file lists; never `git add -A` or a directory. Pushing is the user's call.
- New API responses need a typed DTO plus the parity fact. MCP vocabularies are generated from the wire types, never retyped.
- Every route belongs in the route policy catalog; every new event type goes into the MCP resource catalog.
- Workflow files under `.github/` go through zizmor before they are committed (`zizmor .` from the repository root, findings from severity low on): fix every finding or ignore it in `zizmor.yml` with a reason. The `zizmor` job in `action-pins.yml` runs the same check on every push.
- The about, terms and privacy pages under `src/Web/autopilot-monitor-web/app/` state facts customers rely on: verify every claim against the code before writing it and update them in the same change as the fact they describe.
Codex reviews your output once you are done.
## Code Quality
- Simplicity first: minimal, targeted changes. No temporary fixes — find the root cause.
- Where architecture is flawed, state is duplicated, or patterns are inconsistent, propose and implement the structural fix. Ask what a perfectionist reviewer would reject, and fix that too.
- On non-trivial changes, ask whether there is a more elegant way before presenting. Skip it for simple fixes — don't over-engineer.
- English for code comments and everything that carries knowledge.
Private half of these instructions (process, working files, technical docs, operations): @../internal/CLAUDE.md
## Task Management
Keep the plan in `tasks/todo.md` as checkable items, confirm it before implementing, tick items off as you go, and add a review section when done.
## Customer-Facing Claims
`src/Web/autopilot-monitor-web/app/{about,terms,privacy}/page.tsx` and `autopilotmonitor-docs/trust/*` state facts customers and security reviewers rely on. They drift silently.
- Verify every claim against the code before writing it — never carry one forward because it was already on the page.
- Update them in the same change as: runtime/framework versions, roles, notification providers, agent deployment or lifecycle, diagnostics payload, isolation/delegation model, retention caps, sub-processors, or any default governing what is collected.
- Describe only what customers can actually use; operator-only infrastructure is not a feature.
- Trust pages: durable phrasing over exact figures, and bump their "Last reviewed" date.
## Technical Docs — OKF Bundle (`docs/`)
Contributor/AI-facing docs (customer docs live in the `autopilotmonitor-docs` repo). Start at `docs/index.md` before opening individual files.
- New durable knowledge (architecture decisions, flows, non-obvious mechanisms) → an OKF concept doc with YAML frontmatter: `type` (mandatory), plus `title`, `description`, `resource`, `tags`, `timestamp`.
- Register it in `docs/index.md`, note the change in `docs/log.md` (ISO date). `index.md` and `log.md` are reserved names.
- English, structural markdown (`# Schema`, `# Examples`, `# Citations`). Links between docs are RELATIVE — never `/`-prefixed, that breaks GitHub navigation.
+136
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# Autopilot-Monitor — Agent Architecture Principles
The principles are **not nice-to-haves**, they are review criteria: any code
change that violates a principle is either (a) a bug, (b) a reason to change the principle
(with user sign-off), or (c) an explicitly documented exception with rationale.
---
## L.1 Truth Hierarchy (immutable)
`SignalLog` (input) → `Journal` (decisions) → `Snapshot` (cache) → `Projections` (derivable).
No projection patches backwards into the journal or the signal log. On inconsistency, the
lower layer always wins (e.g. discard the snapshot, do not "repair" the signal log).
## L.2 Event Sourcing as Foundation
`SignalLog` is the only input truth. The reducer is pure:
`(oldState, signal) → (newState, transition, effects)`. The backend can re-derive at any
time from `SignalLog`. Replay yields the same `Journal` content.
## L.3 Immutable State
All DTOs in the decision core are `sealed` with get-only properties. No in-place mutation.
"Change" = new instance via `With…` method. This is the difference between "purely testable"
and "subtle heisenbugs".
## L.4 Hypothesis Model instead of Flow Plugins
Fuzziness is constitutive (White-Glove, enrollment type, device-only). A single reducer with
hypothesis fields (`Unknown/Weak/Strong/Confirmed/Rejected`), organized by scenario in partial
classes. **No** plugin runtime, because clean flow boundaries do not match reality.
## L.5 Evidence Determinism
Signal-log determinism is guaranteed: same log → same outcome. Every signal carries an
`Evidence` record with `Kind` (Raw / Derived / Synthetic) and mandatory fields. A signal
without evidence = adapter rejection = bug.
## L.6 Signal Schema Versioning
Every `DecisionSignalKind` has a `SchemaVersion`. The reducer dispatches on
`(Kind, SchemaVersion)` — old versions stay replay-capable. A new version or a new kind
without a replay fixture in `tests/fixtures/signal-kinds/{kind}-v{n}.json` = merge block.
## L.7 Timer Monopoly
Only the Deadline Scheduler (the EffectRunner role) holds decision-relevant timers. Collectors,
signal adapters and the orchestrator must not. `Task.Delay` or `new Timer(...)` in those
layers with session-state impact = merge block. `IClock` interface + virtual clock for
testability.
## L.8 Classifier as Post-Hook Kernel Service
`IClassifier` interface, swappable. The `ClassifierVerdict` flows back into the log as a
synthetic `ClassifierVerdictIssued` signal. `InputHash` (SHA256 over classifier-relevant
snapshot fields) is the anti-loop guard. Classifiers are not baked into the state machine.
## L.9 Clean-Agent Principle on Refactors
For structural refactors: build the new project in parallel to the legacy one, do not flag-
route inside the same process. Strict separation rule: no direct reference to legacy
projects. Code is copied, not shared. Legacy runs out, then gets removed.
## L.10 Generic Telemetry Transport
One spool for all telemetry types (events, signals, decision transitions). `TelemetryItemId`
is the type-agnostic upload cursor; the type-specific counters (`Event.Sequence`,
`SignalOrdinal`, `StepIndex`) remain storage / UI / reducer semantics. Drain guarantee:
"coordinated + idempotent + resumable" — **not** cross-table atomic, which is not achievable
with three separate tables anyway.
## L.11 Separation: Agent Lifecycle vs Session State
`DecisionState` is session-pure. Agent-process flags (crash, admin actions, boot time,
heartbeat status) live separately in `agent-lifecycle.json`, managed by the orchestrator,
never by the reducer. Prevents replay dilution by lifecycle events.
## L.12 Flush-on-Append Persistence
No batching of append operations. `FileOptions.WriteThrough` plus an explicit
`FlushAsync(flushToDisk: true)` per append. Every successful `Append` return means: on disk.
Durability > performance in the crash-prone OOBE context.
## L.13 UI Primacy — End-Users vs Dev Tooling
Product views (EventTimeline, PhaseTimeline) stay slim and stable. Debug / analysis tools
(Inspector with DecisionGraph, SignalStream, VerifierReport) live on their own subpage behind
an `adminMode` gate. The session-detail page does not get overloaded with dev components.
## L.14 Forward Compatibility by Default
Enums via `StringEnumConverter` + `UnknownFallbackEnumConverter` (unknown values → default,
never crash). New schema fields are nullable. The `ReducerVersion` stamp per journal row
allows older backends to read newer rows. Deletions only after a major version bump with
user sign-off.
## L.15 Test Discipline
Flow / scenario tests are prioritized over structural tests. Coverage targets per component
(DecisionCore ≥95 %, classifier 100 %, backend functions ≥85 %). A missing fixture for a
scenario = merge block. CI threshold check is a build failure, not a warning.
## L.16 Fail-Safe Reducer Exceptions
Exception in the reducer → `DecisionTransition` with `DeadEndReason=reducer_exception`, state
unchanged (fail-safe, never destroy state). Signal counts as processed (no retry loop). After
five consecutive exceptions → the orchestrator emits
`enrollment_failed(reason=reducer_instability)`.
## L.17 Effect Error Handling by Class
Three effect classes with their own strategy:
- **Transient** (retry with exponential backoff 100 ms / 400 ms / 1600 ms):
`EmitEventTimelineEntry`, `PersistSnapshot`
- **Critical** (session abort, e.g. on timer-register failure): `ScheduleDeadline`,
`CancelDeadline`
- **Optional** (best-effort, classifier exception → `Inconclusive` verdict, no abort):
`RunClassifier`
Every effect failure is logged as a `DecisionTransition`.
## L.18 Implementation Discipline
- **R1** Pre-flight plan check before every work step
- **R2** Delegate self-contained sub-tasks **and exploration** to subagents (Anthropic
recommendation: preserve main-context window on large refactors — quality assurance)
- **R3** Real verification (DB round-trip, index dual-write, agent signal emission) — no
"it compiles and runs"
- **R4** The plan is authority — deviations require user sign-off
- **R5** Out-of-scope items land in `tasks/todo.md`, not in memory
- **R6** High test coverage is a prerequisite for future refactorability, not a nice-to-have
- **R7** Code-structure discipline: small files (guideline ≤300 LoC), clear folders, partial
classes by scenario, check in with the user on any uncertainty (placement, naming, scope)
---
-49
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name: Bug report
description: Something does not work as documented.
labels: [bug]
body:
- type: markdown
attributes:
value: |
Thanks for the report. Please redact tenant IDs, device names, serial numbers, and anything personal before posting.
For a failed enrollment in your own tenant, the fastest path is the **Report Session** button in the portal — it attaches the session context for support without exposing it here.
- type: dropdown
id: component
attributes:
label: Component
options:
- Web portal
- Agent (on device)
- Bootstrap script / Intune deployment
- MCP server / AI integration
- Analysis rules / log patterns
- Backend / API
- Documentation
- Not sure
validations:
required: true
- type: textarea
id: what
attributes:
label: What happened?
description: What did you do, what did you expect, what happened instead?
validations:
required: true
- type: textarea
id: repro
attributes:
label: Steps to reproduce
placeholder: |
1. …
2. …
- type: input
id: version
attributes:
label: Agent version / portal date
description: Agent version from the session details, or the date you saw it in the portal.
- type: textarea
id: logs
attributes:
label: Logs or screenshots
description: Relevant excerpts only, redacted. Paste text rather than screenshots of text where possible.
render: text
-11
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blank_issues_enabled: false
contact_links:
- name: Question or idea
url: https://github.com/okieselbach/AutopilotMonitor/discussions
about: Ask how something works or float a feature idea before it becomes a request.
- name: Documentation
url: https://docs.autopilotmonitor.com
about: Setup guides, troubleshooting, and the security FAQ.
- name: Security vulnerability
url: https://github.com/okieselbach/AutopilotMonitor/security/advisories/new
about: Report privately. Please never open a public issue for a security finding.
@@ -1,34 +0,0 @@
name: Feature request
description: Propose something Autopilot Monitor should do.
labels: [enhancement]
body:
- type: textarea
id: problem
attributes:
label: What problem are you trying to solve?
description: Describe the situation, not the solution. What are you doing today instead?
validations:
required: true
- type: textarea
id: proposal
attributes:
label: Proposed change
description: What would you like to see? Rough is fine.
validations:
required: true
- type: dropdown
id: area
attributes:
label: Area
options:
- Web portal
- Agent (on device)
- Analysis rules / diagnostics
- MCP server / AI integration
- Notifications / integrations
- Reporting
- Other
- type: textarea
id: alternatives
attributes:
label: Alternatives considered
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<!doctype html>
<html><head><meta charset="utf-8">
<link rel="preconnect" href="https://fonts.googleapis.com">
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700;800&display=swap" rel="stylesheet">
<style>
html,body{margin:0;padding:0;}
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.brand svg{width:44px;height:40px;}
.brand span{font-size:22px;font-weight:600;letter-spacing:-.01em;color:#0f172a;}
h1{margin:0 0 18px;font-size:50px;line-height:1.06;font-weight:800;letter-spacing:-.035em;}
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.chip{display:inline-flex;align-items:center;gap:8px;padding:8px 14px;border-radius:999px;background:#fff;border:1px solid #e2e8f0;box-shadow:0 1px 2px rgba(15,23,42,.05);font-size:15px;font-weight:500;color:#1e293b;}
.chip i{width:8px;height:8px;border-radius:50%;background:#22c55e;display:inline-block;}
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<body>
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<div class="left">
<div class="brand">
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<span>Autopilot Monitor</span>
</div>
<h1>See every Windows<br>enrollment <em>as it happens</em></h1>
<p class="tag">Live session timelines, fleet health, and on-demand diagnostics for Windows Autopilot and Intune.</p>
<div class="chips">
<span class="chip"><i></i>Live session timeline</span>
<span class="chip b"><i></i>Fleet health</span>
<span class="chip p"><i></i>MCP server for AI troubleshooting</span>
</div>
<div class="foot"><b>autopilotmonitor.com</b><span class="dot"></span>Open source<span class="dot"></span>Free Community plan</div>
</div>
<div class="shot">
<div class="bar"><i></i><i></i><i></i><span class="url">portal.autopilotmonitor.com/dashboard</span></div>
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</div>
</body></html>
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# CodeQL configuration.
#
# The default query suites stay active — this file only filters out queries that
# fire structurally on this codebase, where the flagged behavior is the feature
# or the protection exists in a form the query cannot see:
# The default query suites stay active — this file only filters out two C# queries
# that fire structurally on this codebase, where the flagged behavior is the feature,
# not a defect:
#
# cs/exposure-of-sensitive-information
# Audit and operational logs record WHO performed an action (actor UPN / email)
@@ -15,20 +15,10 @@
# key. The IP is an identifier for throttling, not a secret at rest; storing it in
# the in-memory / table rate-limit key is by design.
#
# js/missing-rate-limiting
# Only the MCP server has Express routes. Every one that does work is throttled by
# our own limiters (oauthRateLimit / oauthTokenRateLimit on /oauth/*, accessGuard
# on /mcp); /health and the OAuth discovery documents return static JSON.
# The query only recognizes limiters from npm packages (express-rate-limit and
# similar) and flags a route handler as soon as it calls a function named
# like *auth*, *login* or *verify*. So it reports throttled and unthrottled
# routes the same way, and every alert it ever raised was a false positive. The
# coverage check it stood in for is a test: every OAuth router route must carry
# a limiter or be named as exempt (MCP oauth-rate-limit.test.ts).
#
# Genuine one-off false positives from OTHER queries (e.g. an open-redirect the taint
# model can't see is allow-listed) are dismissed individually in the Security tab so
# those queries stay sharp — they are NOT suppressed here.
# model can't see is allow-listed, a rate-limited route it doesn't recognize) are
# dismissed individually in the Security tab so those queries stay sharp — they are
# NOT suppressed here.
#
# Log-injection (cs/log-forging) is deliberately NOT filtered: user-controlled values
# are sanitized at the sink via Helpers/LogSanitizer, so the query stays useful for
@@ -39,5 +29,3 @@ query-filters:
id: cs/exposure-of-sensitive-information
- exclude:
id: cs/cleartext-storage-of-sensitive-information
- exclude:
id: js/missing-rate-limiting
-52
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@@ -1,44 +1,25 @@
version: 2
# Cooldown: a version is proposed only once it has been public for 7 days, so a
# release that is yanked or found malicious within its first week never reaches a
# PR. Security updates are exempt from the cooldown by Dependabot's own rules.
#
# Grouping: every ecosystem gets one batched PR for minor/patch version
# updates and one batched PR for security updates. Groups apply to version
# updates only by default, so the security-updates groups are declared
# explicitly — otherwise every advisory lands as its own PR.
updates:
- package-ecosystem: nuget
directory: /
schedule:
interval: weekly
cooldown:
default-days: 7
open-pull-requests-limit: 5
groups:
dotnet:
patterns: ['*']
update-types: [minor, patch]
dotnet-security:
applies-to: security-updates
patterns: ['*']
- package-ecosystem: npm
directory: /src/Web/autopilot-monitor-web
schedule:
interval: weekly
cooldown:
default-days: 7
open-pull-requests-limit: 5
groups:
web:
patterns: ['*']
update-types: [minor, patch]
web-security:
applies-to: security-updates
patterns: ['*']
# Major bumps are breaking and reviewed deliberately, not auto-PR'd.
# Security updates ignore this filter, so the Security tab stays clean.
ignore:
@@ -49,51 +30,18 @@ updates:
directory: /src/McpServer/autopilot-monitor-mcp
schedule:
interval: weekly
cooldown:
default-days: 7
open-pull-requests-limit: 5
groups:
mcp:
patterns: ['*']
update-types: [minor, patch]
mcp-security:
applies-to: security-updates
patterns: ['*']
# Major bumps are breaking and reviewed deliberately, not auto-PR'd.
# Security updates ignore this filter, so the Security tab stays clean.
ignore:
- dependency-name: '*'
update-types: ['version-update:semver-major']
# Validator tooling for rules/ (ajv-cli); combine-rules.yml installs it from this
# lockfile with contents:write in hand, so the pins must not go stale.
- package-ecosystem: npm
directory: /rules/scripts
schedule:
interval: weekly
cooldown:
default-days: 7
open-pull-requests-limit: 5
groups:
rules-tooling:
patterns: ['*']
rules-tooling-security:
applies-to: security-updates
patterns: ['*']
# Every action is referenced by commit SHA with the version in a trailing comment;
# action-pins.yml fails any workflow change that reintroduces a mutable tag. Dependabot
# is what keeps those pins current: it rewrites the SHA and the comment together, so the
# pins are reviewed in a PR instead of drifting silently or being bumped by hand.
- package-ecosystem: github-actions
directory: /
schedule:
interval: monthly
cooldown:
default-days: 7
groups:
actions:
patterns: ['*']
actions-security:
applies-to: security-updates
patterns: ['*']
@@ -1,51 +0,0 @@
<#
.SYNOPSIS
Returns the request headers that authorize an Azure Storage REST call with Microsoft Entra.
.DESCRIPTION
One place for the storage OAuth contract shared by every publisher in this repo -- the
agent ZIP and MSI, the customer bootstrap scripts, the version manifests and the build
counters. Resource id, the az invocation, the service version and the failure message
live here so they cannot drift between call sites.
Identity comes from whatever `az login` established: the federated GitHub OIDC principal
in CI (azure/login, subject repo:okieselbach/AutopilotMonitor:ref:refs/heads/main), the
operator's own account for the local build. No secret is read, stored or passed around.
x-ms-version is MANDATORY here, not decoration: Entra-authorized requests are rejected
below 2017-11-09, and Table requests without a SAS must carry the header at all. 2021-08-06
is old enough to be deployed in every region and new enough for everything we send.
Callers merge the result into their own headers -- `$auth + @{ ... }` yields a new
hashtable per request, so nothing is shared across uploads:
$auth = & "$PSScriptRoot/Get-StorageAuthHeaders.ps1"
Invoke-RestMethod -Uri $url -Method Put -Headers ($auth + @{ 'x-ms-blob-type' = 'BlockBlob' }) -Body $bytes
Acquire once per step and reuse: every call shells out to az (~1s) and the token is valid
for the lifetime of a job.
.OUTPUTS
[hashtable] Authorization + x-ms-version.
#>
[CmdletBinding()]
param()
$ErrorActionPreference = 'Stop'
# The data-plane resource, not management.azure.com -- a management token is accepted by
# neither the blob nor the table endpoint.
$token = az account get-access-token --resource https://storage.azure.com --query accessToken -o tsv 2>$null
if ($LASTEXITCODE -ne 0 -or [string]::IsNullOrWhiteSpace($token)) {
throw ('Could not acquire an Azure Storage token. In CI this means the azure/login step ' +
'is missing or its federated credential does not cover this ref; locally, run ' +
'`az login`. A token alone is not enough: the principal also needs Storage Blob ' +
'Data Contributor on the container it writes, and Storage Table Data Contributor ' +
'on the table -- a missing role shows up later as HTTP 403 AuthorizationPermissionMismatch.')
}
return @{
'Authorization' = "Bearer $token"
'x-ms-version' = '2021-08-06'
}
+67 -263
View File
@@ -12,78 +12,52 @@
lands a consistent set (ZIP + manifest + scripts).
Both callers run the same code. The scripts on the download alias are the live
copy the stage-1 loader downloads on every enrolling device, whether it came from
Intune or from the bootstrap MSI, so "current" is a correctness property, not
cosmetics.
copy the WDP bootstrap MSI (Invoke-BootstrapDownload.ps1) downloads on every
enrolling device, so "current" is a correctness property, not cosmetics.
Steps, in order:
1. Parse $ScriptVersion from the loader and the bootstrap source.
2. Render the -Dev variants by literal substitution of the URL/manifest
1. Parse $ScriptVersion from the bootstrap source.
2. Render the -Dev variant by literal substitution of the two URL/manifest
defaults. A missing anchor is a hard failure -- a silently un-substituted
dev script would point the dev fleet at the stable agent.
3. Version-bump guard: if a published script differs from its source but
carries the same $ScriptVersion, abort. Otherwise the docs badge,
3. Version-bump guard: if the published bootstrap differs from the source
but carries the same $ScriptVersion, abort. Otherwise the docs badge,
version.json.bootstrapVersion and the portal's "your script is outdated"
hint would all keep asserting a version that is no longer what ships.
4. Build the publish set (loader, bootstrap, both dev renders, the extras).
5. Authenticode-sign every script (see -SigningToken). Signing is the LAST
transformation: it covers the exact CRLF/UTF-8 bytes that get uploaded,
and nothing may touch them afterwards or the signature breaks.
6. Upload every script blob with Cache-Control: no-cache (they rotate in
4. Upload every script blob with Cache-Control: no-cache (they rotate in
place), mirrored fail-soft to the legacy account.
7. Reconcile the version oracles: version.json.bootstrapVersion and
.loaderVersion (read-modify-write under If-Match, so a concurrent agent
release cannot lose its agent fields) and
AdminConfiguration.LatestBootstrapV2ScriptVersion.
8. Verify through the alias -- re-download each blob and compare SHA-256.
5. Reconcile the two version oracles: version.json.bootstrapVersion
(read-modify-write under If-Match, so a concurrent agent release cannot
lose its agent fields) and AdminConfiguration.LatestBootstrapV2ScriptVersion.
6. Verify through the alias -- re-download each blob and compare SHA-256.
Comparisons against a published script always strip its signature block first
(Get-ComparableText). A signature carries a timestamp, so signed bytes differ on
every run; without stripping, the bump guard and the drift check would report a
change for every unchanged script.
.PARAMETER SasToken
Container SAS for the eu storage account with write permission. Leading '?' tolerated.
.PARAMETER LegacySasToken
Container SAS for the legacy account. Optional -- a mirror failure warns, never fails.
The legacy account lives in a different tenant, so the ambient Entra identity cannot
reach it; this is the only credential the publisher still takes.
.PARAMETER TableSasToken
Table SAS for AdminConfiguration. Optional -- omitted or 'XXX' skips the oracle update.
.PARAMETER RepoRoot
Repository root. Defaults to the parent of .github/scripts.
.PARAMETER DryRun
Run every check and render, upload nothing. A dry run signs when a token is supplied
and skips signing when it is not: the PR gate runs this without any Azure login.
.PARAMETER SigningToken
Azure Key Vault access token for AzureSignTool. MANDATORY for a real publish -- an
unsigned customer script is not something this repo publishes. Together with
-KeyVaultUrl and -CertificateName.
.PARAMETER ExpectedPublisher
Optional -like pattern the signer subject must match after signing. Pins the publisher
instead of accepting any trusted signature; the loader on the device pins the same way.
.PARAMETER SignedOutputDir
Optional directory that receives a copy of every published file exactly as uploaded.
Used by CI to offer the signed scripts as a build artifact for local inspection.
Run every check and render, upload nothing.
.EXAMPLE
./Publish-BootstrapScripts.ps1 -DryRun
.EXAMPLE
./Publish-BootstrapScripts.ps1 -LegacySasToken $env:LEGACY_SAS -SigningToken $env:AKV_TOKEN `
-KeyVaultUrl $env:KV_URL -CertificateName $env:CERT
./Publish-BootstrapScripts.ps1 -SasToken $env:SAS -TableSasToken $env:TABLE_SAS
#>
[CmdletBinding()]
param(
[string]$SasToken,
[string]$LegacySasToken,
[string]$TableSasToken,
[string]$RepoRoot,
[string]$SigningToken,
[string]$KeyVaultUrl,
[string]$CertificateName,
[string]$TimestampUrl = 'http://timestamp.acs.microsoft.com',
[string]$ExpectedPublisher,
[string]$SignedOutputDir,
[switch]$DryRun
)
@@ -92,6 +66,9 @@ $ErrorActionPreference = 'Stop'
if (-not $RepoRoot) {
$RepoRoot = (Resolve-Path (Join-Path $PSScriptRoot '../..')).Path
}
if (-not $DryRun -and [string]::IsNullOrWhiteSpace($SasToken)) {
throw 'SasToken is required unless -DryRun is used.'
}
$ContainerUrl = 'https://autopilotmonitoreu.blob.core.windows.net/agent'
$LegacyContainerUrl = 'https://autopilotmonitor.blob.core.windows.net/agent'
@@ -101,23 +78,8 @@ $TableUrl = "https://autopilotmonitoreu.table.core.windows.net/AdminCo
$BootstrapSource = Join-Path $RepoRoot 'scripts/Bootstrap/Install-AutopilotMonitor.ps1'
$BootstrapBlob = 'Install-AutopilotMonitor.ps1'
$DevBlob = 'Install-AutopilotMonitor-Dev.ps1'
# Stage 1. Assigned in Intune once, and embedded in the bootstrap MSI; it downloads the
# bootstrap above on every device and verifies its publisher before running it.
$LoaderSource = Join-Path $RepoRoot 'scripts/Bootstrap/Start-AutopilotMonitor.ps1'
$LoaderBlob = 'Start-AutopilotMonitor.ps1'
$LoaderDevBlob = 'Start-AutopilotMonitor-Dev.ps1'
$ScriptContentType = 'text/plain; charset=utf-8'
$SigningEnabled = -not [string]::IsNullOrWhiteSpace($SigningToken)
if (-not $DryRun -and -not $SigningEnabled) {
throw ('Publishing requires -SigningToken (plus -KeyVaultUrl and -CertificateName): the ' +
'loader on every device verifies the publisher of what it downloads, so an unsigned ' +
'script would be rejected in the field. Only -DryRun may run without signing.')
}
if ($SigningEnabled -and ([string]::IsNullOrWhiteSpace($KeyVaultUrl) -or [string]::IsNullOrWhiteSpace($CertificateName))) {
throw '-SigningToken needs -KeyVaultUrl and -CertificateName.'
}
function Get-HttpStatus {
param($ErrorRecord)
if ($ErrorRecord.Exception.PSObject.Properties['Response'] -and $ErrorRecord.Exception.Response) {
@@ -163,132 +125,6 @@ function Get-PublishBytes {
return ,(New-Object System.Text.UTF8Encoding $false).GetBytes($normalised)
}
# A PowerShell signature is appended as a comment block at the end of the file, so the
# published bytes are "source + signature". Everything that compares a published script to
# its source has to cut that block off first -- the signature carries a timestamp and is
# therefore different on every publish, while the script above it is unchanged.
function Remove-SignatureBlock {
param([string]$Text)
$marker = '# SIG # Begin signature block'
$index = $Text.IndexOf($marker)
if ($index -lt 0) { return $Text }
return $Text.Substring(0, $index)
}
# Comparison form: no signature, LF, no trailing blank lines. Used for "is the published
# copy still this source" -- never for what gets uploaded.
function Get-ComparableText {
param([string]$Text)
return (Remove-SignatureBlock $Text).Replace("`r`n", "`n").TrimEnd("`n")
}
# Signs the publish set in place: each item's bytes are written to a work directory, signed
# there, verified, and read back as the bytes that will be uploaded. Signing has to be the
# last transformation -- the signature covers exactly these bytes, so nothing may normalise
# or re-encode them afterwards.
function Set-PublishSetSignature {
param([object[]]$Items, [string]$WorkDir)
if (-not (Get-Command azuresigntool -ErrorAction SilentlyContinue)) {
throw "azuresigntool is not on PATH. Install it with: dotnet tool install --global AzureSignTool --version 7.0.1"
}
New-Item -ItemType Directory -Force -Path $WorkDir | Out-Null
$paths = @()
foreach ($item in $Items) {
$path = Join-Path $WorkDir $item.BlobName
[System.IO.File]::WriteAllBytes($path, [byte[]]$item.Bytes)
$paths += $path
}
Write-Host "Signing $($paths.Count) script(s) with certificate '$CertificateName'..."
& azuresigntool.exe sign --verbose `
--azure-key-vault-url $KeyVaultUrl `
--azure-key-vault-accesstoken $SigningToken `
--azure-key-vault-certificate $CertificateName `
--timestamp-rfc3161 $TimestampUrl `
--file-digest sha256 `
--description 'Autopilot Monitor bootstrap' `
--description-url 'https://www.autopilotmonitor.com' `
$paths
# Native tool: PowerShell does not throw on a non-zero exit, and an unnoticed signing
# failure would publish unsigned scripts that every loader in the field then rejects.
if ($LASTEXITCODE -ne 0) {
throw "azuresigntool failed with exit code $LASTEXITCODE -- nothing was uploaded."
}
foreach ($item in $Items) {
$path = Join-Path $WorkDir $item.BlobName
$sig = Get-AuthenticodeSignature -FilePath $path
if ($sig.Status -ne 'Valid') {
throw "Signature on $($item.BlobName) is '$($sig.Status)', expected 'Valid'."
}
# Without a timestamp the signature dies with the certificate, and these scripts sit
# on customer devices far longer than a certificate lifetime.
if (-not $sig.TimeStamperCertificate) {
throw "Signature on $($item.BlobName) carries no timestamp."
}
if ($ExpectedPublisher -and $sig.SignerCertificate.Subject -notlike $ExpectedPublisher) {
throw "$($item.BlobName) was signed by '$($sig.SignerCertificate.Subject)', expected '$ExpectedPublisher'."
}
# Plain assignment, NO comma operator: the ',' elsewhere in this file exists because
# PowerShell unrolls an array RETURNED from a function, which is not what a property
# assignment does -- here it would wrap the byte[] in an Object[] of length 1 and the
# upload would fail converting it back.
$signedBytes = [System.IO.File]::ReadAllBytes($path)
if ($signedBytes.Length -le $item.Bytes.Length) {
throw ("Signed $($item.BlobName) is $($signedBytes.Length) bytes but the unsigned form " +
"was $($item.Bytes.Length) -- a signature only ever adds bytes, so this is a " +
'read-back bug, not a signing result.')
}
$item.Bytes = $signedBytes
Write-Host " signed $($item.BlobName) ($($signedBytes.Length) bytes, signer $($sig.SignerCertificate.Subject.Split(',')[0]))"
}
}
# Aborts when a published script changed behaviour without a version bump. Consumers act on
# the version (docs badge, version.json, the portal's outdated-script hint), so an unchanged
# version has to mean unchanged behaviour.
function Assert-VersionBump {
param(
[string]$BlobName,
[string]$SourceContent,
[string]$SourceOrigin,
[string]$SourceVersion
)
$publishedBytes = Get-PublishedBytes "$AliasUrl/$BlobName"
if ($null -eq $publishedBytes) {
Write-Host "No published $BlobName yet -- version-bump guard skipped (first publish)"
return
}
$publishedText = [System.Text.Encoding]::UTF8.GetString($publishedBytes)
if ((Get-ComparableText $publishedText) -eq (Get-ComparableText $SourceContent)) {
Write-Host "Published $BlobName is already this source (signature block aside)"
return
}
$publishedVersion = Get-BootstrapScriptVersion -Content $publishedText -Origin "$AliasUrl/$BlobName" -Optional
if ($null -eq $publishedVersion) {
Write-Host "::warning::The published $BlobName is not a readable script (no ScriptVersion found). Republishing over it."
} elseif ($publishedVersion -ne $SourceVersion) {
Write-Host "Version bump: $publishedVersion -> $SourceVersion ($BlobName)"
} elseif ((Get-CodeFingerprint -Text (Remove-SignatureBlock $publishedText) -Origin "$AliasUrl/$BlobName") -eq
(Get-CodeFingerprint -Text $SourceContent -Origin $SourceOrigin)) {
# Comments, typos in comments, reflow -- nothing a consumer of the version can act on.
Write-Host "::warning::$BlobName changed in comments or formatting only; publishing under the unchanged version $SourceVersion."
} else {
throw ("Version-bump guard: $BlobName changed behaviour but ScriptVersion is still $SourceVersion. " +
"Bump it in $SourceOrigin -- the docs badge, version.json and the " +
'portal outdated-script hint all read that value, and customers decide from it whether ' +
'to re-upload their Intune copy. Comment-only and formatting changes do not need a bump.')
}
}
function Get-BootstrapScriptVersion {
param([string]$Content, [string]$Origin, [switch]$Optional)
if ($Content -match '\$ScriptVersion\s*=\s*"([\d\.\-a-zA-Z]+)"') { return $Matches[1] }
@@ -316,16 +152,12 @@ function Get-CodeFingerprint {
return (($tokens | Where-Object { $ignored -notcontains $_.Kind.ToString() } | ForEach-Object { $_.Text }) -join "`n")
}
# ------------------------------------------------------------------ 1. sources
# ------------------------------------------------------------------ 1. source
$sourceContent = Get-Content $BootstrapSource -Raw
$sourceBytes = Get-PublishBytes $sourceContent
$scriptVersion = Get-BootstrapScriptVersion -Content $sourceContent -Origin $BootstrapSource
Write-Host "Bootstrap script version: $scriptVersion"
$loaderContent = Get-Content $LoaderSource -Raw
$loaderVersion = Get-BootstrapScriptVersion -Content $loaderContent -Origin $LoaderSource
Write-Host "Loader script version: $loaderVersion"
# ------------------------------------------------------------------ 2. dev render
$stableUrlLiteral = '$AgentDownloadUrl = "https://download.autopilotmonitor.com/agent/AutopilotMonitor-Agent.zip"'
$devUrlLiteral = '$AgentDownloadUrl = "https://download.autopilotmonitor.com/agent/AutopilotMonitor-Agent-dev.zip"'
@@ -338,21 +170,33 @@ if ($sourceContent.IndexOf($stableUrlLiteral) -lt 0 -or $sourceContent.IndexOf($
$devContent = $sourceContent.Replace($stableUrlLiteral, $devUrlLiteral).Replace($stableManLiteral, $devManLiteral)
Write-Host "Rendered $DevBlob (dev agent URL + version-dev.json)"
# The dev loader must fetch the dev bootstrap, or a dev device would run the stable chain.
$stableLoaderLiteral = '$BootstrapUrl = "https://download.autopilotmonitor.com/agent/Install-AutopilotMonitor.ps1"'
$devLoaderLiteral = '$BootstrapUrl = "https://download.autopilotmonitor.com/agent/Install-AutopilotMonitor-Dev.ps1"'
# ------------------------------------------------------------------ 3. bump guard
$publishedBytes = Get-PublishedBytes "$AliasUrl/$BootstrapBlob"
if ($null -eq $publishedBytes) {
Write-Host 'No published bootstrap yet -- version-bump guard skipped (first publish)'
} elseif ((Get-Sha256 $publishedBytes) -eq (Get-Sha256 $sourceBytes)) {
Write-Host 'Published bootstrap is already byte-identical to the source'
} else {
$publishedText = [System.Text.Encoding]::UTF8.GetString($publishedBytes)
$publishedVersion = Get-BootstrapScriptVersion -Content $publishedText -Origin "$AliasUrl/$BootstrapBlob" -Optional
if ($loaderContent.IndexOf($stableLoaderLiteral) -lt 0) {
throw "Loader dev-render: anchor literal missing in $LoaderSource"
if ($null -eq $publishedVersion) {
Write-Host "::warning::The published $BootstrapBlob is not a readable bootstrap script (no ScriptVersion found). Republishing over it."
} elseif ($publishedVersion -ne $scriptVersion) {
Write-Host "Version bump: $publishedVersion -> $scriptVersion"
} elseif ((Get-CodeFingerprint -Text $publishedText -Origin "$AliasUrl/$BootstrapBlob") -eq
(Get-CodeFingerprint -Text $sourceContent -Origin $BootstrapSource)) {
# Comments, typos in comments, reflow -- nothing a consumer of the version can act on.
Write-Host "::warning::$BootstrapBlob changed in comments or formatting only; publishing under the unchanged version $scriptVersion."
} else {
throw ("Version-bump guard: $BootstrapBlob changed behaviour but ScriptVersion is still $scriptVersion. " +
"Bump it in $BootstrapSource -- the docs badge, version.json.bootstrapVersion and the " +
'portal outdated-script hint all read that value, and customers decide from it whether ' +
'to re-upload their Intune copy. Comment-only and formatting changes do not need a bump.')
}
}
$devLoaderContent = $loaderContent.Replace($stableLoaderLiteral, $devLoaderLiteral)
Write-Host "Rendered $LoaderDevBlob (points at $DevBlob)"
# ------------------------------------------------------------------ 3. bump guards
Assert-VersionBump -BlobName $BootstrapBlob -SourceContent $sourceContent -SourceOrigin $BootstrapSource -SourceVersion $scriptVersion
Assert-VersionBump -BlobName $LoaderBlob -SourceContent $loaderContent -SourceOrigin $LoaderSource -SourceVersion $loaderVersion
# ------------------------------------------------------------------ 4. publish set
# ------------------------------------------------------------------ 4. upload
# Sources beyond the bootstrap pair, read straight from the repo.
$extraSources = @(
@{ Path = 'scripts/Bootstrap/Test-ShouldBootstrapAgent.ps1'; BlobName = 'Test-ShouldBootstrapAgent.ps1' }
@@ -362,38 +206,20 @@ $extraSources = @(
# Uninstall-AutopilotMonitor.ps1 is deliberately NOT published: nothing links it, and
# an unauthenticated uninstall script on the public download host is not a feature.
# Text is the unsigned publish form and stays the reference for every comparison against a
# published copy; Bytes is what goes on the wire and carries the signature after step 4.
$publishSet = [System.Collections.Generic.List[object]]::new()
$publishSet.Add([pscustomobject]@{ BlobName = $LoaderBlob; Text = $loaderContent; Bytes = (Get-PublishBytes $loaderContent) })
$publishSet.Add([pscustomobject]@{ BlobName = $LoaderDevBlob; Text = $devLoaderContent; Bytes = (Get-PublishBytes $devLoaderContent) })
$publishSet.Add([pscustomobject]@{ BlobName = $BootstrapBlob; Text = $sourceContent; Bytes = $sourceBytes })
$publishSet.Add([pscustomobject]@{ BlobName = $DevBlob; Text = $devContent; Bytes = (Get-PublishBytes $devContent) })
$publishSet.Add([pscustomobject]@{ BlobName = $BootstrapBlob; Bytes = $sourceBytes })
$publishSet.Add([pscustomobject]@{ BlobName = $DevBlob; Bytes = (Get-PublishBytes $devContent) })
foreach ($extra in $extraSources) {
$extraPath = Join-Path $RepoRoot $extra.Path
if (-not (Test-Path $extraPath)) {
throw "Publish source missing: $extraPath"
}
$extraText = Get-Content $extraPath -Raw
$publishSet.Add([pscustomobject]@{ BlobName = $extra.BlobName; Text = $extraText; Bytes = (Get-PublishBytes $extraText) })
}
# ------------------------------------------------------------------ 5. sign
# After this point the bytes are final. Normalising, re-encoding or rewriting a line ending
# would invalidate the signature, and the device-side loader would refuse the script.
if ($SigningEnabled) {
Set-PublishSetSignature -Items $publishSet -WorkDir (Join-Path ([System.IO.Path]::GetTempPath()) "apm-publish-$PID")
} else {
Write-Host '::warning::No signing token supplied -- dry run continues with unsigned scripts.'
$publishSet.Add([pscustomobject]@{ BlobName = $extra.BlobName; Bytes = (Get-PublishBytes (Get-Content $extraPath -Raw)) })
}
$legacySas = if ($LegacySasToken) { $LegacySasToken.TrimStart('?') } else { '' }
$writeSas = if ($SasToken) { $SasToken.TrimStart('?') } else { '' }
# Acquired lazily: a dry run must stay runnable without any Azure login -- the PR gate
# (bootstrap-script-gates.yml) executes this script with -DryRun and never logs in.
$authHeaders = if ($DryRun) { $null } else { & (Join-Path $PSScriptRoot 'Get-StorageAuthHeaders.ps1') }
# ------------------------------------------------------------------ 6. upload
foreach ($item in $publishSet) {
# Explicit type, not a convenience: an Object[] body is uploaded as space-separated
# decimals rather than raw bytes, and every hash check still passes because [byte[]]
@@ -401,21 +227,11 @@ foreach ($item in $publishSet) {
[byte[]]$bytes = $item.Bytes
$item | Add-Member -NotePropertyName Sha256 -NotePropertyValue (Get-Sha256 $bytes) -Force
# Exactly the bytes that go on the wire, for the CI artifact. Written in a dry run too:
# that is the run an operator uses to inspect a signed script before it is published.
if ($SignedOutputDir) {
New-Item -ItemType Directory -Force -Path $SignedOutputDir | Out-Null
[System.IO.File]::WriteAllBytes((Join-Path $SignedOutputDir $item.BlobName), $bytes)
}
if ($DryRun) {
# Doubles as a drift check: says per blob whether the alias already serves this
# source. Compared as text without the signature block -- signed bytes differ on
# every run, so a byte comparison would report drift for every unchanged script.
# Doubles as a drift check: says per blob whether the alias already serves this source.
$served = Get-PublishedBytes "$AliasUrl/$($item.BlobName)"
$state = if ($null -eq $served) { 'MISSING on the alias' }
elseif ((Get-ComparableText ([System.Text.Encoding]::UTF8.GetString($served))) -eq
(Get-ComparableText $item.Text)) { 'already current' }
elseif ((Get-Sha256 $served) -eq $item.Sha256) { 'already current' }
else { 'STALE on the alias' }
Write-Host " [dry-run] $($item.BlobName) ($($bytes.Length) bytes, sha256 $($item.Sha256)) -- $state"
continue
@@ -425,18 +241,8 @@ foreach ($item in $publishSet) {
# with Front Door. Route caching is disabled there, but a stale script paired with a
# fresh manifest would fail the bootstrap SHA check -- this keeps that class of bug
# impossible even if caching is ever re-enabled.
#
# Content-Disposition: without it a text/plain blob opens as a web page in every
# browser, and the documented "download the script" step silently becomes "copy this
# text". The header makes the link a download everywhere, and command-line clients
# (the loader, the MSI, curl) ignore it.
$headers = @{
'x-ms-blob-type' = 'BlockBlob'
'Content-Type' = $ScriptContentType
'x-ms-blob-cache-control' = 'no-cache'
'x-ms-blob-content-disposition' = ('attachment; filename="{0}"' -f $item.BlobName)
}
Invoke-RestMethod -Uri "$ContainerUrl/$($item.BlobName)" -Method Put -Headers ($authHeaders + $headers) -Body $bytes | Out-Null
$headers = @{ 'x-ms-blob-type' = 'BlockBlob'; 'Content-Type' = $ScriptContentType; 'x-ms-blob-cache-control' = 'no-cache' }
Invoke-RestMethod -Uri "$ContainerUrl/$($item.BlobName)?$writeSas" -Method Put -Headers $headers -Body $bytes | Out-Null
# Read straight back from the blob (authoritative, no CDN in the way) before touching the
# mirror or the next file. The alias verification at the end would catch a bad body too,
@@ -460,7 +266,7 @@ foreach ($item in $publishSet) {
}
}
# ------------------------------------------------------------------ 7. version oracles
# ------------------------------------------------------------------ 5. version oracles
# version.json is the agent manifest; only bootstrapVersion belongs to us. Read from the
# blob (not the alias) for an authoritative ETag, write back under If-Match so a concurrent
# agent release cannot lose its version/sha256 fields.
@@ -472,15 +278,11 @@ if (-not $DryRun) {
} else { [string]$manifestResp.Content }
$manifest = $manifestRaw | ConvertFrom-Json
if ($manifest.bootstrapVersion -eq $scriptVersion -and $manifest.loaderVersion -eq $loaderVersion) {
Write-Host "version.json already reports bootstrapVersion $scriptVersion and loaderVersion $loaderVersion"
if ($manifest.bootstrapVersion -eq $scriptVersion) {
Write-Host "version.json already reports bootstrapVersion $scriptVersion"
} else {
$etag = '"' + ([string]($manifestResp.Headers['ETag'] | Select-Object -First 1)).Trim('"') + '"'
$manifest | Add-Member -NotePropertyName 'bootstrapVersion' -NotePropertyValue $scriptVersion -Force
# Additive: no consumer reads loaderVersion yet. It exists so support can tell
# which stage-1 file a device was assigned -- stage 2 is always current by
# construction, so its version says nothing about the customer's Intune copy.
$manifest | Add-Member -NotePropertyName 'loaderVersion' -NotePropertyValue $loaderVersion -Force
$body = [System.Text.Encoding]::UTF8.GetBytes(($manifest | ConvertTo-Json -Compress))
$manifestHeaders = @{
'x-ms-blob-type' = 'BlockBlob'
@@ -488,8 +290,8 @@ if (-not $DryRun) {
'x-ms-blob-cache-control' = 'no-cache'
'If-Match' = $etag
}
Invoke-RestMethod -Uri "$ContainerUrl/version.json" -Method Put -Headers ($authHeaders + $manifestHeaders) -Body $body | Out-Null
Write-Host "version.json bootstrapVersion -> $scriptVersion, loaderVersion -> $loaderVersion (agent fields untouched)"
Invoke-RestMethod -Uri "$ContainerUrl/version.json?$writeSas" -Method Put -Headers $manifestHeaders -Body $body | Out-Null
Write-Host "version.json bootstrapVersion -> $scriptVersion (agent fields untouched)"
if ($legacySas) {
try {
@@ -508,8 +310,11 @@ if (-not $DryRun) {
}
}
$tableSas = if ($TableSasToken) { $TableSasToken.TrimStart('?') } else { '' }
if ($DryRun) {
Write-Host " [dry-run] would set AdminConfiguration.LatestBootstrapV2ScriptVersion = $scriptVersion"
} elseif ([string]::IsNullOrEmpty($tableSas) -or $tableSas -eq 'XXX') {
Write-Host 'SKIPPED: AdminConfiguration update -- set AZURE_TABLE_ADMIN_SAS_TOKEN to enable the portal version oracle'
} else {
$tableHeaders = @{
'Content-Type' = 'application/json'
@@ -517,11 +322,11 @@ if ($DryRun) {
'If-Match' = '*'
}
$tableBody = @{ LatestBootstrapV2ScriptVersion = $scriptVersion } | ConvertTo-Json
Invoke-RestMethod -Uri $TableUrl -Method Merge -Headers ($authHeaders + $tableHeaders) -Body $tableBody | Out-Null
Invoke-RestMethod -Uri "$TableUrl`?$tableSas" -Method Merge -Headers $tableHeaders -Body $tableBody | Out-Null
Write-Host "AdminConfiguration.LatestBootstrapV2ScriptVersion = $scriptVersion"
}
# ------------------------------------------------------------------ 8. verify via alias
# ------------------------------------------------------------------ 6. verify via alias
if (-not $DryRun) {
$pending = [System.Collections.ArrayList]::new()
$publishSet | ForEach-Object { [void]$pending.Add($_) }
@@ -553,8 +358,7 @@ if ($env:GITHUB_STEP_SUMMARY) {
$summary = @(
"### Bootstrap scripts: $mode",
'',
"Loader script version: **$loaderVersion** | Bootstrap script version: **$scriptVersion**",
"Signed: **$(if ($SigningEnabled) { "yes, certificate '$CertificateName'" } else { 'NO (unsigned dry run)' })**",
"Bootstrap script version: **$scriptVersion**",
''
) + ($publishSet | ForEach-Object { "- $($_.BlobName) -- sha256 $($_.Sha256)" })
($summary -join [Environment]::NewLine) | Out-File -FilePath $env:GITHUB_STEP_SUMMARY -Append -Encoding utf8
+12 -9
View File
@@ -12,8 +12,7 @@
A failed build burns a number, which is harmless -- uniqueness matters,
density does not.
The blob is public-read; only the write needs authorization, and that comes from the
ambient Entra identity (see Get-StorageAuthHeaders.ps1) -- no secret is passed in.
The blob is public-read; only the write needs the container SAS.
Why a counter and not the published version manifest: manifests are written
on publish, not on build (the agent writes version.json only for stable
@@ -21,7 +20,10 @@
overwrite each other's versioned artifact.
.PARAMETER CounterUrl
Full URL of the counter blob.
Full URL of the counter blob, without SAS.
.PARAMETER SasToken
Container SAS with create+write permission. A leading '?' is tolerated.
.PARAMETER Override
Explicit build number instead of counter+1. If it is not greater than the
@@ -35,19 +37,20 @@
[int] the reserved build number. Progress goes to the host, not the pipeline.
.EXAMPLE
$n = ./Request-BuildNumber.ps1 -CounterUrl $url
$n = ./Request-BuildNumber.ps1 -CounterUrl $url -SasToken $sas
#>
[CmdletBinding()]
param(
[Parameter(Mandatory = $true)][string]$CounterUrl,
[Parameter(Mandatory = $true)][string]$SasToken,
[int]$Override = 0,
[int]$MaxAttempts = 5
)
$ErrorActionPreference = 'Stop'
# The write is Entra-authorized; the read below stays anonymous (public container).
$authHeaders = & (Join-Path $PSScriptRoot 'Get-StorageAuthHeaders.ps1')
# Tolerate both secret formats ("sp=cw&..." and "?sp=cw&...").
$writeUrl = $CounterUrl + '?' + $SasToken.TrimStart('?')
function Get-HttpStatus {
param($ErrorRecord)
@@ -62,7 +65,7 @@ function Read-Counter {
$resp = Invoke-WebRequest -Uri $CounterUrl -Method Get -UseBasicParsing
} catch {
if ((Get-HttpStatus $_) -eq 404) {
throw "Counter blob not found at $CounterUrl. Seed it once with the last used build number: PUT the plain integer with 'x-ms-blob-type: BlockBlob' and 'If-None-Match: *'. See internal/docs/versioning.md."
throw "Counter blob not found at $CounterUrl. Seed it once with the last used build number: PUT the plain integer with 'x-ms-blob-type: BlockBlob' and 'If-None-Match: *'. See docs/versioning.md."
}
throw
}
@@ -82,8 +85,8 @@ for ($attempt = 1; $attempt -le $MaxAttempts; $attempt++) {
$target = if ($Override -gt 0) { $Override } else { $counter.Value + 1 }
try {
$headers = $authHeaders + @{ 'x-ms-blob-type' = 'BlockBlob'; 'If-Match' = $counter.ETag }
Invoke-RestMethod -Uri $CounterUrl -Method Put -Headers $headers -Body "$target" -ContentType 'text/plain' | Out-Null
$headers = @{ 'x-ms-blob-type' = 'BlockBlob'; 'If-Match' = $counter.ETag }
Invoke-RestMethod -Uri $writeUrl -Method Put -Headers $headers -Body "$target" -ContentType 'text/plain' | Out-Null
Write-Host " Reserved build number $target (CAS write ok, attempt $attempt)"
return $target
} catch {
-103
View File
@@ -1,103 +0,0 @@
name: Workflow gates
# Two checks over the workflow files themselves:
# * verify-pins -- every third-party action is referenced by a full commit SHA plus a
# version comment (stricter than zizmor's unpinned-uses audit).
# * zizmor -- static analysis of every workflow (permissions, credential
# persistence, template injection, ...). Configuration and the
# reasoned ignores live in zizmor.yml at the repository root; the
# same run is expected locally before a workflow change is committed.
#
# Every third-party action must be referenced by a full commit SHA, never by a tag.
# Tags are mutable: whoever controls an action repository can repoint v4 at new code,
# and that code runs inside jobs that hold the code-signing identity, the storage
# credentials and a token that can push to main. A SHA is the only reference an
# upstream owner cannot change under us.
#
# Lives in its own workflow rather than in ci.yml: CI deliberately ignores changes to
# the other workflow files, so a guard placed there would stay silent for exactly the
# commits it needs to inspect. Dependabot's action-pin PRs are the main customer: they
# rewrite workflow files without anyone running zizmor locally.
#
# Like CI, this reports rather than blocks: main is deliberately unprotected, so a red
# run is a signal to act on, not a merge barrier. Making it binding means adding
# 'Verify action pins' as a required status check -- a branch-protection decision, not
# something this file can assert.
#
# The pins are not maintained by hand — .github/dependabot.yml opens a monthly grouped
# PR that rewrites both the SHA and the trailing version comment. The comment is
# therefore required too: it is what makes a pinned line reviewable.
on:
push:
branches: [main]
paths: ['.github/workflows/**', '.github/dependabot.yml', 'zizmor.yml']
pull_request:
branches: [main]
paths: ['.github/workflows/**', '.github/dependabot.yml', 'zizmor.yml']
workflow_dispatch:
permissions:
contents: read
jobs:
verify-pins:
name: Verify action pins
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- name: Every third-party action is pinned to a SHA
run: |
set -uo pipefail
failed=0
while IFS=: read -r file line ref; do
# Reusable workflows from this repository (workspace-relative ./ or the
# self-repository form $/) move with the commit that calls them, so there is
# nothing to pin.
case "$ref" in ./*|\$/*) continue ;; esac
if [[ "$ref" =~ ^[^@]+@[0-9a-f]{40}[[:space:]]+#[[:space:]]*[^[:space:]] ]]; then
printf 'ok %s:%s %s\n' "$file" "$line" "$ref"
continue
fi
if [[ "$ref" =~ ^[^@]+@[0-9a-f]{40}[[:space:]]*$ ]]; then
echo "::error file=$file,line=$line::Pinned but the version comment is missing: '$ref'. Write 'owner/action@<sha> # vN' so the line stays reviewable."
else
echo "::error file=$file,line=$line::Action '$ref' is not pinned to a commit SHA. Tags are mutable -- resolve it with: gh api repos/<owner>/<action>/git/ref/tags/<tag>"
fi
failed=1
# -H is load-bearing: with a single matching file grep omits the name, the
# fields shift by one and every diagnostic points at nothing.
done < <(grep -nHE '^[[:space:]]*(-[[:space:]]+)?uses:' .github/workflows/*.yml \
| sed -E 's/^([^:]+):([0-9]+):[[:space:]]*(-[[:space:]]+)?uses:[[:space:]]*/\1:\2:/')
if [ "$failed" -ne 0 ]; then
echo "::error::Unpinned action references found -- fix them before this reaches main."
exit 1
fi
echo "All action references are pinned to commit SHAs."
zizmor:
name: zizmor audit
runs-on: ubuntu-latest
permissions:
contents: read
security-events: write # SARIF upload: findings land in the Code scanning tab next to CodeQL
actions: read
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
# zizmor itself is version-pinned like every other tool here; bump it together with
# the local install so the gate and the pre-commit run agree on the finding set.
# Informational findings (template expansion of our own step outputs in pwsh) are
# visible locally but do not fail the gate.
- uses: zizmorcore/zizmor-action@cc914d7f3750a2d13d75c7f184a1060aa0e9d482 # v0.6.4
with:
version: 1.30.1
min-severity: low
+1 -3
View File
@@ -18,9 +18,7 @@ jobs:
name: Bootstrap guard tests (PS 5.1)
runs-on: windows-latest
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- name: Install Pester 5+
shell: powershell
+47 -251
View File
@@ -27,10 +27,6 @@ on:
required: false
type: boolean
default: false
release_notes:
description: 'Customer-facing notes for the GitHub Release (Markdown bullets). Empty = generic fallback linking to the docs changelog'
required: false
type: string
permissions:
contents: write
@@ -57,13 +53,6 @@ env:
VERSIONED_ZIP: AutopilotMonitor-Agent-v2.zip
STABLE_ZIP: AutopilotMonitor-Agent.zip
STABLE_MANIFEST: version.json
# Authenticode via Azure Key Vault; identity and vault come from repository variables.
# CODE_SIGN_EXPECTED_SUBJECT is optional and pins the publisher in the verify step.
CODE_SIGN_CLIENT_ID: ${{ vars.CODE_SIGN_CLIENT_ID }}
CODE_SIGN_CERTIFICATE_NAME: ${{ vars.CODE_SIGN_CERTIFICATE_NAME }}
CODE_SIGN_KEY_VAULT_URL: ${{ vars.CODE_SIGN_KEY_VAULT_URL }}
CODE_SIGN_EXPECTED_SUBJECT: ${{ vars.CODE_SIGN_EXPECTED_SUBJECT }}
CODE_SIGN_TIMESTAMP_URL: http://timestamp.acs.microsoft.com
jobs:
build:
@@ -72,68 +61,14 @@ jobs:
steps:
- name: Checkout repository
uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
# Every released build is signed; a missing variable stops the run before a build
# number is burnt.
- name: Check code-signing configuration
shell: pwsh
run: |
foreach ($name in 'CODE_SIGN_CLIENT_ID', 'CODE_SIGN_CERTIFICATE_NAME', 'CODE_SIGN_KEY_VAULT_URL') {
if ([string]::IsNullOrWhiteSpace([Environment]::GetEnvironmentVariable($name))) {
throw "Repository variable $name is not set. Every released build must be Authenticode-signed."
}
}
Write-Host "Code-signing configuration present (certificate '$env:CODE_SIGN_CERTIFICATE_NAME')"
# Logs in FIRST and only to fetch the Key Vault token: azure/login sets the default az
# account, so the storage login below has to be the last one. Both federated credentials
# are bound to the ref, so this job must never be given an `environment:` -- that would
# change the OIDC subject claim and break both logins.
- name: Login to Azure (code-signing identity)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ env.CODE_SIGN_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
allow-no-subscriptions: true
- name: Acquire Key Vault token for signing
shell: pwsh
run: |
$ErrorActionPreference = 'Stop'
$token = az account get-access-token --scope https://vault.azure.net/.default --query accessToken --output tsv
if ($LASTEXITCODE -ne 0 -or [string]::IsNullOrWhiteSpace($token)) {
throw "Could not acquire a Key Vault token for the code-signing identity."
}
Write-Host "::add-mask::$token"
"CODE_SIGN_AKV_ACCESS_TOKEN=$token" | Out-File -FilePath $env:GITHUB_ENV -Encoding utf8 -Append
# Every storage write below (counter blob, agent ZIP, manifests, AdminConfiguration)
# is authorized by this federated identity -- no SAS secret. One login covers the whole
# job: the federated credential is bound to the ref, and a release run takes ~2 minutes,
# well inside the token lifetime. Only the legacy mirror still needs a SAS: that account
# lives in the pre-migration tenant, where this principal has no identity.
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
subscription-id: ${{ secrets.AZURE_SUBSCRIPTION_ID }}
uses: actions/checkout@v7
# SDK 10 = single build toolchain (parity with local build.ps1 / global.json).
- name: Setup .NET
uses: actions/setup-dotnet@a98b56852c35b8e3190ac28c8c2271da59106c68 # v6
uses: actions/setup-dotnet@v6
with:
dotnet-version: '10.0.x'
# Version pinned; roll-forward because the tool targets an older runtime than the SDK above.
- name: Install AzureSignTool
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: dotnet tool install --no-cache --global AzureSignTool --version 7.0.1
# Build numbers come from the shared counter blob -- one counter and one
# implementation for CI and the local build (.github/scripts/Request-BuildNumber.ps1).
# Reserve-before-build with ETag-CAS: concurrent builds can never mint the same
@@ -141,22 +76,12 @@ jobs:
- name: Reserve build number (counter blob CAS)
id: version
shell: pwsh
# Input and secret reach the script only as environment variables, never as script
# text: ${{ }} is substituted before pwsh parses the block, so a crafted
# build_number could otherwise break out of the quotes and run arbitrary code.
env:
BUILD_NUMBER_OVERRIDE: ${{ inputs.build_number }}
run: |
$override = 0
if ($env:BUILD_NUMBER_OVERRIDE -ne '') {
if ($env:BUILD_NUMBER_OVERRIDE -notmatch '^\d+$') {
throw "build_number must be a positive integer, got '$($env:BUILD_NUMBER_OVERRIDE)'"
}
$override = [int]$env:BUILD_NUMBER_OVERRIDE
}
if ('${{ inputs.build_number }}' -ne '') { $override = [int]'${{ inputs.build_number }}' }
$counterUrl = "https://autopilotmonitoreu.blob.core.windows.net/agent/buildcounter-v$($env:LINE_MAJOR).txt"
$buildNumber = & ./.github/scripts/Request-BuildNumber.ps1 -CounterUrl $counterUrl -Override $override
$buildNumber = & ./.github/scripts/Request-BuildNumber.ps1 -CounterUrl $counterUrl -SasToken '${{ secrets.AZURE_BLOB_AGENT_SAS_TOKEN }}' -Override $override
$csproj = Get-Content $env:CSPROJ_PATH -Raw
if ($csproj -match '<VersionPrefix>(\d+\.\d+)</VersionPrefix>') {
@@ -189,47 +114,6 @@ jobs:
- name: Run Agent unit tests
run: dotnet test ${{ env.TEST_PROJECT }} --configuration Release --no-restore --verbosity quiet
# Authenticode over everything we author; third-party assemblies keep their own signature.
#
# THE POSITION IS LOAD-BEARING: signing rewrites the PE file, so it must run before the
# ZIP and every SHA-256 in the next step -- those hashes are the bootstrap's integrity
# oracle, and hashes taken before signing match no downloaded file.
#
# $LASTEXITCODE is checked explicitly: PowerShell does not throw on a native non-zero exit.
- name: Sign agent binaries (Authenticode)
shell: pwsh
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: |
$ErrorActionPreference = 'Stop'
$targets = @()
$targets += Get-ChildItem -Path "$env:AGENT_OUTPUT/*" -Include 'AutopilotMonitor.*.exe', 'AutopilotMonitor.*.dll' -File
$targets += Get-ChildItem -Path "$env:DIALOG_OUTPUT/AutopilotMonitor.SummaryDialog.exe" -File
if (-not ($targets | Where-Object Name -eq 'AutopilotMonitor.Agent.exe')) {
throw "AutopilotMonitor.Agent.exe not found in $env:AGENT_OUTPUT -- nothing to sign."
}
if (-not ($targets | Where-Object Name -eq 'AutopilotMonitor.SummaryDialog.exe')) {
throw "AutopilotMonitor.SummaryDialog.exe not found in $env:DIALOG_OUTPUT -- nothing to sign."
}
$targets | ForEach-Object { Write-Host "Signing $($_.Name)" }
& azuresigntool.exe sign --verbose `
--azure-key-vault-url "$env:CODE_SIGN_KEY_VAULT_URL" `
--azure-key-vault-accesstoken "$env:CODE_SIGN_AKV_ACCESS_TOKEN" `
--azure-key-vault-certificate "$env:CODE_SIGN_CERTIFICATE_NAME" `
--timestamp-rfc3161 "$env:CODE_SIGN_TIMESTAMP_URL" `
--file-digest sha256 `
--description "Autopilot Monitor Agent" `
--description-url "https://www.autopilotmonitor.com" `
($targets | ForEach-Object { $_.FullName })
if ($LASTEXITCODE -ne 0) {
throw "azuresigntool failed with exit code $LASTEXITCODE -- aborting before anything is published."
}
- name: Create release artifact
id: artifact
shell: pwsh
@@ -320,57 +204,12 @@ jobs:
"sha256=$sha256Hash" >> $env:GITHUB_OUTPUT
"exe_sha256=$exeSha256Hash" >> $env:GITHUB_OUTPUT
# Verified against the STAGING copy -- the exact bytes that ship. The invariant is "every
# AutopilotMonitor PE in the ZIP is signed", so a project added later cannot ride along
# unsigned. A missing timestamp fails too: without it the signature dies with the cert.
- name: Verify Authenticode signatures
shell: pwsh
run: |
$ErrorActionPreference = 'Stop'
$files = Get-ChildItem -Path "staging/agent/*" -Include 'AutopilotMonitor.*.exe', 'AutopilotMonitor.*.dll' -File
if ($files.Count -lt 2) {
throw "Expected signed binaries in staging/agent, found $($files.Count)."
}
$failed = $false
$thumbprints = @{}
foreach ($file in $files) {
$sig = Get-AuthenticodeSignature -FilePath $file.FullName
if ($sig.Status -ne 'Valid') {
Write-Host "::error file=$($file.Name)::Signature status is '$($sig.Status)' -- expected 'Valid'."
$failed = $true
continue
}
if (-not $sig.TimeStamperCertificate) {
Write-Host "::error file=$($file.Name)::Signature carries no RFC-3161 timestamp -- it would expire with the certificate."
$failed = $true
continue
}
if (-not [string]::IsNullOrWhiteSpace($env:CODE_SIGN_EXPECTED_SUBJECT) -and
$sig.SignerCertificate.Subject -notlike $env:CODE_SIGN_EXPECTED_SUBJECT) {
Write-Host "::error file=$($file.Name)::Signed by '$($sig.SignerCertificate.Subject)', expected '$env:CODE_SIGN_EXPECTED_SUBJECT'."
$failed = $true
continue
}
$thumbprints[$sig.SignerCertificate.Thumbprint] = $true
Write-Host "$($file.Name): Valid, timestamped $($sig.TimeStamperCertificate.Subject.Split(',')[0]), signer $($sig.SignerCertificate.Subject)"
}
if ($thumbprints.Count -gt 1) {
Write-Host "::error::Staged binaries carry $($thumbprints.Count) different signing certificates -- expected exactly one."
$failed = $true
}
if ($failed) {
throw "Signature verification failed. Nothing was published."
}
Write-Host "All $($files.Count) binaries signed with certificate $($thumbprints.Keys -join ', ')"
- name: Upload to Azure Blob Storage
if: inputs.upload_blob
shell: pwsh
run: |
$containerUrl = "https://autopilotmonitoreu.blob.core.windows.net/agent"
$authHeaders = & ./.github/scripts/Get-StorageAuthHeaders.ps1
$sasToken = "${{ secrets.AZURE_BLOB_AGENT_SAS_TOKEN }}".TrimStart('?')
# Legacy mirror (transition until customers moved to the download.-alias):
# blobs are ALSO pushed to the old account so the bootstrap URL baked into
# customers' Intune scripts keeps serving current bits. Fail-soft -- a
@@ -380,6 +219,7 @@ jobs:
function Send-Blob {
param([string]$Local, [string]$BlobName, [string]$ContentType)
$url = "$containerUrl/$BlobName`?$sasToken"
$bytes = [System.IO.File]::ReadAllBytes($Local)
# no-cache on EVERY blob: they all rotate in place (even the per-line ZIP is
# overwritten each build), and the download alias fronts them with Front Door.
@@ -393,7 +233,7 @@ jobs:
$md5.Dispose()
}
Write-Host "Uploading $BlobName ($([math]::Round($bytes.Length / 1MB, 2)) MB)..."
Invoke-RestMethod -Uri "$containerUrl/$BlobName" -Method Put -Headers ($authHeaders + $headers) -Body $bytes
Invoke-RestMethod -Uri $url -Method Put -Headers $headers -Body $bytes
Write-Host " uploaded $BlobName"
if (-not [string]::IsNullOrEmpty($legacySasToken)) {
try {
@@ -419,90 +259,79 @@ jobs:
# to main, so a release lands a set that is consistent with what is already live
# (dev render, version-bump guard, bootstrapVersion oracles, alias verification).
# Runs AFTER version.json so its bootstrapVersion read sees this build's manifest.
# Signed with the same identity: the device-side loader verifies the publisher
# of what it downloads, and the publisher refuses to upload unsigned scripts.
./.github/scripts/Publish-BootstrapScripts.ps1 `
-SasToken '${{ secrets.AZURE_BLOB_AGENT_SAS_TOKEN }}' `
-LegacySasToken '${{ secrets.AZURE_BLOB_AGENT_LEGACY_SAS_TOKEN }}' `
-SigningToken $env:CODE_SIGN_AKV_ACCESS_TOKEN `
-KeyVaultUrl $env:CODE_SIGN_KEY_VAULT_URL `
-CertificateName $env:CODE_SIGN_CERTIFICATE_NAME `
-TimestampUrl $env:CODE_SIGN_TIMESTAMP_URL `
-ExpectedPublisher $env:CODE_SIGN_EXPECTED_SUBJECT
-TableSasToken '${{ secrets.AZURE_TABLE_ADMIN_SAS_TOKEN }}'
}
# Update AdminConfiguration LatestAgentV2* -- ONLY on stable cutover. The hash-oracle
# must never point at a build that is not actually in the stable namespace.
# LatestBootstrapV2ScriptVersion is NOT set here: it belongs to the script publisher
# above, which also owns it on script-only pushes. One writer per field.
$tableSasToken = "${{ secrets.AZURE_TABLE_ADMIN_SAS_TOKEN }}".TrimStart('?')
if ('${{ inputs.publish_as_stable }}' -ne 'true') {
Write-Host "SKIPPED: AdminConfiguration update (versioned-only run -- stable namespace unchanged)"
} elseif ([string]::IsNullOrEmpty($tableSasToken) -or $tableSasToken -eq "XXX") {
Write-Host "SKIPPED: Table SAS token not configured -- set AZURE_TABLE_ADMIN_SAS_TOKEN secret to enable backend hash-oracle"
} else {
$sha256 = "${{ steps.artifact.outputs.sha256 }}"
$exeSha256 = "${{ steps.artifact.outputs.exe_sha256 }}"
$agentVersion = "${{ steps.version.outputs.version }}"
$tableUrl = "https://autopilotmonitoreu.table.core.windows.net/AdminConfiguration(PartitionKey='GlobalConfig',RowKey='config')"
$tableUrl = "https://autopilotmonitoreu.table.core.windows.net/AdminConfiguration(PartitionKey='GlobalConfig',RowKey='config')?$tableSasToken"
$tableBody = @{
LatestAgentV2Version = $agentVersion
LatestAgentV2Sha256 = $sha256
LatestAgentV2ExeSha256 = $exeSha256
}
Invoke-RestMethod -Uri $tableUrl -Method Merge -Headers ($authHeaders + @{
Invoke-RestMethod -Uri $tableUrl -Method Merge -Headers @{
"Content-Type" = "application/json"
"Accept" = "application/json;odata=nometadata"
"If-Match" = "*"
}) -Body ($tableBody | ConvertTo-Json)
} -Body ($tableBody | ConvertTo-Json)
Write-Host "AdminConfiguration updated: V2 version=$agentVersion, sha256=$sha256, exeSha256=$exeSha256"
}
# Sigstore keyless provenance: binds the artifact digests to this workflow run (repo, ref,
# commit, workflow file) in a public transparency log. The digests cover the identical
# Sigstore keyless provenance: binds the ZIP digest to this workflow run (repo, ref,
# commit, workflow file) in a public transparency log. The digest covers the identical
# bytes uploaded to blob (versioned AND stable), so one attestation covers all copies.
# Complements Authenticode rather than replacing it: the signature says who published a
# binary, the attestation which build produced these exact bytes. Both EXEs are subjects
# of their own so an extracted binary can be verified without the ZIP.
# Verify: gh attestation verify <file> --repo okieselbach/AutopilotMonitor
# Skipped on runs that publish nothing -- no log entry for bytes nobody receives.
- name: Attest build provenance
if: inputs.upload_blob || inputs.create_release
uses: actions/attest-build-provenance@4d101475d8b20a2381f78447822ac1eab6504dd8 # v4
# Verify: gh attestation verify <zip> --repo okieselbach/AutopilotMonitor
- name: Attest build provenance (ZIP)
uses: actions/attest-build-provenance@v4
with:
subject-path: |
${{ steps.artifact.outputs.versioned_zip_release }}
staging/agent/AutopilotMonitor.Agent.exe
staging/agent/AutopilotMonitor.SummaryDialog.exe
subject-path: ${{ steps.artifact.outputs.versioned_zip_release }}
- name: Upload build artifact
uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7
uses: actions/upload-artifact@v7
with:
name: AutopilotMonitor-Agent-v${{ steps.version.outputs.version }}
path: ${{ steps.artifact.outputs.versioned_zip_release }}
- name: Upload version metadata
uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7
uses: actions/upload-artifact@v7
with:
name: version-metadata
path: ${{ env.MANIFEST_NAME }}
# First-party `gh` instead of a third-party action: this job holds contents:write,
# id-token:write and attestations:write, so no code we do not control runs here.
# The "What's new" section comes ONLY from the release_notes input -- CI never
# composes customer-facing text from commits. An empty input writes a generic
# fallback that links to the docs changelog and carries the HTML-comment marker
# below; the operator tooling scans release bodies for that marker to find the
# last release with real notes, so the next noted release covers the gap.
# Never rename the marker. --generate-notes is not used: it lists pull requests
# only (Dependabot noise); the compare link to the previous tag replaces it.
- name: Create GitHub Release
if: inputs.create_release
shell: pwsh
env:
GH_TOKEN: ${{ github.token }}
RELEASE_TAG: ${{ steps.version.outputs.tag }}
RELEASE_NAME: Autopilot Monitor Agent ${{ steps.version.outputs.version }}
RELEASE_PRERELEASE: ${{ inputs.prerelease }}
RELEASE_ZIP: ${{ steps.artifact.outputs.versioned_zip_release }}
RELEASE_NOTES: ${{ inputs.release_notes }}
RELEASE_BODY_TAIL: |
uses: softprops/action-gh-release@v3
with:
tag_name: ${{ steps.version.outputs.tag }}
name: Autopilot Monitor Agent ${{ steps.version.outputs.version }}
body: |
## Autopilot Monitor Agent ${{ steps.version.outputs.version }}
### Installation
1. Download `AutopilotMonitor-Agent-v${{ steps.version.outputs.version }}.zip`
2. Extract to `C:\ProgramData\AutopilotMonitor\Agent\`
3. Run `AutopilotMonitor.Agent.exe --install` to register the Scheduled Task
### Included Components
- **AutopilotMonitor.Agent.exe** - Monitoring agent (V2 release line)
- **AutopilotMonitor.SummaryDialog.exe** - Enrollment summary dialog (WPF)
- **version-v2.json** - Per-line version manifest
### Version Info
- **Version:** ${{ steps.version.outputs.version }}
- **Build Number:** ${{ steps.version.outputs.build_number }}
@@ -511,46 +340,13 @@ jobs:
- **Published as stable:** ${{ inputs.publish_as_stable }}
### Provenance
The executables are Authenticode-signed and timestamped. The ZIP and both executables carry a [GitHub Artifact Attestation](https://github.com/okieselbach/AutopilotMonitor/attestations) (Sigstore keyless). Verify:
This ZIP carries a [GitHub Artifact Attestation](https://github.com/okieselbach/AutopilotMonitor/attestations) (Sigstore keyless). Verify:
```
gh attestation verify AutopilotMonitor-Agent-v${{ steps.version.outputs.version }}.zip --repo okieselbach/AutopilotMonitor
```
run: |
$ErrorActionPreference = 'Stop'
$notes = "$env:RELEASE_NOTES".Trim()
if ($notes -eq '') {
$notes = "Minor enhancements and bug fixes. See the [Agent Changelog](https://docs.autopilotmonitor.com/changelog/agent-changelog) for details.`n<!-- release-notes: none -->"
}
# Previous release for the compare link. Fail-soft: the first release has none,
# and a listing hiccup must never fail a release.
$prevTag = ''
$eap = $ErrorActionPreference
$ErrorActionPreference = 'Continue'
try {
$prevTag = "$(gh release list --repo $env:GITHUB_REPOSITORY --limit 1 --exclude-drafts --json tagName -q '.[0].tagName' 2>$null)".Trim()
} catch { $prevTag = '' }
$ErrorActionPreference = $eap
$compare = ''
if ($prevTag -ne '' -and $prevTag -ne $env:RELEASE_TAG) {
$compare = "`n`n**Full changelog:** https://github.com/$env:GITHUB_REPOSITORY/compare/$prevTag...$env:RELEASE_TAG`n"
}
$body = "### What's new`n$notes`n`n" + "$env:RELEASE_BODY_TAIL".TrimEnd() + $compare
$notesFile = Join-Path $env:RUNNER_TEMP 'release-notes.md'
Set-Content -Path $notesFile -Value $body -Encoding utf8 -NoNewline
$ghArgs = @(
'release', 'create', $env:RELEASE_TAG,
$env:RELEASE_ZIP, $env:MANIFEST_NAME,
'--repo', $env:GITHUB_REPOSITORY,
'--target', $env:GITHUB_SHA,
'--title', $env:RELEASE_NAME,
'--notes-file', $notesFile
)
if ($env:RELEASE_PRERELEASE -eq 'true') { $ghArgs += '--prerelease' }
& gh @ghArgs
if ($LASTEXITCODE -ne 0) { throw "gh release create failed with exit code $LASTEXITCODE" }
Write-Host "Release $env:RELEASE_TAG created"
draft: false
prerelease: ${{ inputs.prerelease }}
files: |
${{ steps.artifact.outputs.versioned_zip_release }}
${{ env.MANIFEST_NAME }}
generate_release_notes: true
+16 -128
View File
@@ -1,11 +1,11 @@
name: Build & Publish Bootstrap MSI
# Thin MDM LOB delivery vehicle for WDP (Autopilot v2) — see
# src/Agent/AutopilotMonitor.BootstrapMsi/Package.wxs. The MSI is packaging only: it
# carries the SAME stage-1 loader that is assigned directly in Intune, so it is rebuilt
# rarely — only when that loader or the WiX package changes. Version lives in Package.wxs
# — bump it there before dispatching so Intune LOB update detection sees a new
# ProductVersion.
# src/Agent/AutopilotMonitor.BootstrapMsi/Package.wxs. The MSI carries no bootstrap
# logic (only the runner script that downloads the CURRENT server-hosted
# Install-AutopilotMonitor.ps1), so it is rebuilt rarely: only when the runner script
# or the WiX package changes. Version lives in Package.wxs — bump it there before
# dispatching so Intune LOB update detection sees a new ProductVersion.
on:
workflow_dispatch:
@@ -23,15 +23,8 @@ permissions:
env:
MSI_PROJECT_DIR: src/Agent/AutopilotMonitor.BootstrapMsi
RUNNER_SCRIPT: scripts/Bootstrap/Start-AutopilotMonitor.ps1
RUNNER_SCRIPT: src/Agent/AutopilotMonitor.BootstrapMsi/Invoke-BootstrapDownload.ps1
STABLE_MSI: AutopilotMonitor-Bootstrap.msi
# Authenticode via Azure Key Vault; identity and vault come from repository variables.
# CODE_SIGN_EXPECTED_SUBJECT is optional and pins the publisher in the verify steps.
CODE_SIGN_CLIENT_ID: ${{ vars.CODE_SIGN_CLIENT_ID }}
CODE_SIGN_CERTIFICATE_NAME: ${{ vars.CODE_SIGN_CERTIFICATE_NAME }}
CODE_SIGN_KEY_VAULT_URL: ${{ vars.CODE_SIGN_KEY_VAULT_URL }}
CODE_SIGN_EXPECTED_SUBJECT: ${{ vars.CODE_SIGN_EXPECTED_SUBJECT }}
CODE_SIGN_TIMESTAMP_URL: http://timestamp.acs.microsoft.com
jobs:
build:
@@ -40,14 +33,10 @@ jobs:
steps:
- name: Checkout repository
uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
uses: actions/checkout@v7
# The loader executes as SYSTEM on every enrolling device — a parse error or
# The runner executes as SYSTEM on every enrolling device — a parse error or
# non-ASCII mojibake (PS 5.1 codepage roulette) must fail the build, not the fleet.
# bootstrap-script-gates.yml runs the same checks plus Pester on pushes; this job
# stands on its own because it can be dispatched at any time.
- name: Validate runner script (parse + ASCII-only)
shell: pwsh
run: |
@@ -73,77 +62,8 @@ jobs:
Write-Host "MSI version (from Package.wxs): $version"
"version=$version" >> $env:GITHUB_OUTPUT
# Every published MSI is signed; a missing variable stops the run before the build.
- name: Check code-signing configuration
shell: pwsh
run: |
foreach ($name in 'CODE_SIGN_CLIENT_ID', 'CODE_SIGN_CERTIFICATE_NAME', 'CODE_SIGN_KEY_VAULT_URL') {
if ([string]::IsNullOrWhiteSpace([Environment]::GetEnvironmentVariable($name))) {
throw "Repository variable $name is not set. Every published MSI must be Authenticode-signed."
}
}
# Logs in FIRST and only to fetch the Key Vault token: azure/login sets the default az
# account, so the storage login below has to be the last one. Both federated credentials
# are bound to the ref, so this job must never be given an `environment:` -- that would
# change the OIDC subject claim and break both logins.
- name: Login to Azure (code-signing identity)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ env.CODE_SIGN_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
allow-no-subscriptions: true
- name: Acquire Key Vault token for signing
shell: pwsh
run: |
$ErrorActionPreference = 'Stop'
$token = az account get-access-token --scope https://vault.azure.net/.default --query accessToken --output tsv
if ($LASTEXITCODE -ne 0 -or [string]::IsNullOrWhiteSpace($token)) {
throw "Could not acquire a Key Vault token for the code-signing identity."
}
Write-Host "::add-mask::$token"
"CODE_SIGN_AKV_ACCESS_TOKEN=$token" | Out-File -FilePath $env:GITHUB_ENV -Encoding utf8 -Append
# The blob upload below is authorized by this federated identity, not by a SAS.
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
subscription-id: ${{ secrets.AZURE_SUBSCRIPTION_ID }}
# Exact version, not a "5.*" range: wix writes the bytes of the MSI that customers
# install, so a compromised or simply broken point release must not flow into a build
# unnoticed. Bumping is a reviewed commit.
- name: Install WiX toolset
run: dotnet tool install --global wix --version 5.0.2
# Version pinned; roll-forward because the tool targets an older runtime than the SDK.
- name: Install AzureSignTool
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: dotnet tool install --no-cache --global AzureSignTool --version 7.0.1
# BEFORE the build: wix embeds the file as it finds it, so a loader signed afterwards
# would leave the copy inside the MSI unsigned. Devices under an AllSigned policy need
# the embedded loader to carry a signature of its own.
- name: Sign bootstrap loader (Authenticode)
shell: pwsh
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: |
$ErrorActionPreference = 'Stop'
& azuresigntool.exe sign --verbose `
--azure-key-vault-url "$env:CODE_SIGN_KEY_VAULT_URL" `
--azure-key-vault-accesstoken "$env:CODE_SIGN_AKV_ACCESS_TOKEN" `
--azure-key-vault-certificate "$env:CODE_SIGN_CERTIFICATE_NAME" `
--timestamp-rfc3161 "$env:CODE_SIGN_TIMESTAMP_URL" `
--file-digest sha256 `
--description 'Autopilot Monitor bootstrap runner' `
--description-url 'https://www.autopilotmonitor.com' `
$env:RUNNER_SCRIPT
if ($LASTEXITCODE -ne 0) { throw "azuresigntool failed with exit code $LASTEXITCODE" }
run: dotnet tool install --global wix --version "5.*"
- name: Build MSI
shell: pwsh
@@ -155,46 +75,16 @@ jobs:
wix build Package.wxs -arch x64 -o $out
Pop-Location
if (-not (Test-Path $env:STABLE_MSI)) { Write-Error "wix build produced no MSI"; exit 1 }
$sha256 = (Get-FileHash $env:STABLE_MSI -Algorithm SHA256).Hash.ToLowerInvariant()
Write-Host "Built $env:STABLE_MSI ($([math]::Round((Get-Item $env:STABLE_MSI).Length / 1KB)) KB)"
# Signing rewrites the MSI, so it runs before the hash and the upload. A missing
# timestamp fails the run: without it the signature dies with the certificate.
- name: Sign MSI (Authenticode)
shell: pwsh
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: |
$ErrorActionPreference = 'Stop'
& azuresigntool.exe sign --verbose `
--azure-key-vault-url "$env:CODE_SIGN_KEY_VAULT_URL" `
--azure-key-vault-accesstoken "$env:CODE_SIGN_AKV_ACCESS_TOKEN" `
--azure-key-vault-certificate "$env:CODE_SIGN_CERTIFICATE_NAME" `
--timestamp-rfc3161 "$env:CODE_SIGN_TIMESTAMP_URL" `
--file-digest sha256 `
--description 'Autopilot Monitor Bootstrap' `
--description-url 'https://www.autopilotmonitor.com' `
$env:STABLE_MSI
if ($LASTEXITCODE -ne 0) { throw "azuresigntool failed with exit code $LASTEXITCODE" }
# The MSI and the loader it carries -- verified here, before anything is published.
foreach ($file in @($env:STABLE_MSI, $env:RUNNER_SCRIPT)) {
$sig = Get-AuthenticodeSignature -FilePath $file
if ($sig.Status -ne 'Valid') { throw "Signature on $file is '$($sig.Status)', expected 'Valid'." }
if (-not $sig.TimeStamperCertificate) { throw "Signature on $file carries no timestamp." }
if ($env:CODE_SIGN_EXPECTED_SUBJECT -and $sig.SignerCertificate.Subject -notlike $env:CODE_SIGN_EXPECTED_SUBJECT) {
throw "$file was signed by '$($sig.SignerCertificate.Subject)', expected '$env:CODE_SIGN_EXPECTED_SUBJECT'."
}
Write-Host "$file : Valid, timestamped, signer $($sig.SignerCertificate.Subject.Split(',')[0])"
}
Write-Host "SHA-256: $((Get-FileHash $env:STABLE_MSI -Algorithm SHA256).Hash.ToLowerInvariant())"
Write-Host "SHA-256: $sha256"
- name: Upload to Azure Blob Storage
if: inputs.upload_blob
shell: pwsh
run: |
$containerUrl = "https://autopilotmonitoreu.blob.core.windows.net/agent"
$authHeaders = & ./.github/scripts/Get-StorageAuthHeaders.ps1
$sasToken = "${{ secrets.AZURE_BLOB_AGENT_SAS_TOKEN }}".TrimStart('?')
$version = "${{ steps.version.outputs.version }}"
# Same Send-Blob contract as build-agent.yml: no-cache on every blob because the
@@ -212,7 +102,7 @@ jobs:
$headers["Content-MD5"] = [Convert]::ToBase64String($md5.ComputeHash($bytes))
$md5.Dispose()
Write-Host "Uploading $BlobName ($([math]::Round($bytes.Length / 1KB)) KB)..."
Invoke-RestMethod -Uri "$containerUrl/$BlobName" -Method Put -Headers ($authHeaders + $headers) -Body $bytes
Invoke-RestMethod -Uri "$containerUrl/$BlobName`?$sasToken" -Method Put -Headers $headers -Body $bytes
Write-Host " uploaded $BlobName"
}
@@ -235,17 +125,15 @@ jobs:
}
Write-Host "Alias verified: https://download.autopilotmonitor.com/agent/$env:STABLE_MSI ($remoteSize bytes)"
# Sigstore keyless provenance, same as the agent ZIP; covers the signed bytes. Skipped
# on runs that publish nothing -- no log entry for bytes nobody receives. Verify:
# Sigstore keyless provenance, same as the agent ZIP. Verify:
# gh attestation verify AutopilotMonitor-Bootstrap.msi --repo okieselbach/AutopilotMonitor
- name: Attest build provenance (MSI)
if: inputs.upload_blob
uses: actions/attest-build-provenance@4d101475d8b20a2381f78447822ac1eab6504dd8 # v4
uses: actions/attest-build-provenance@v4
with:
subject-path: ${{ env.STABLE_MSI }}
- name: Upload build artifact
uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7
uses: actions/upload-artifact@v7
with:
name: AutopilotMonitor-Bootstrap-v${{ steps.version.outputs.version }}
path: ${{ env.STABLE_MSI }}
+14 -120
View File
@@ -7,82 +7,12 @@ name: CI
# The deploy workflows build but never test, so this is the only place the suites
# actually run. It does not gate anything — main is deliberately unprotected, so a
# red run reports rather than blocks. Read the result and follow up.
#
# Path filters: commits that only bump a private submodule gitlink (internal/, infra/,
# .claude/commands), touch prose or edit another workflow cannot change anything the
# suites cover, so they are skipped instead of burning ~15 runner-minutes each. A gitlink bump reports the bare
# path ('internal', no trailing slash), which 'internal/**' does NOT match — both forms
# are listed. GitHub skips only when EVERY changed path matches; a commit that touches
# docs AND code still runs.
on:
push:
branches: [main]
paths-ignore:
- 'internal'
- 'internal/**'
- 'infra'
- 'infra/**'
- '.claude/**'
- '.gitmodules'
- 'zizmor.yml'
- '**/*.md'
- 'LICENSE'
- '.github/ISSUE_TEMPLATE/**'
- '.github/FUNDING.yml'
- '.github/dependabot.yml'
- '.github/assets/**'
- '.github/codeql/**'
- '.github/scripts/**'
# Every other workflow: nothing here builds or tests anything CI covers. paths-ignore
# cannot negate, so they are listed one by one; ci.yml itself stays out of the list
# so a change to CI runs CI. A new workflow file is opt-in — add it here too.
- '.github/workflows/action-pins.yml'
- '.github/workflows/bootstrap-script-gates.yml'
- '.github/workflows/build-agent.yml'
- '.github/workflows/build-msi.yml'
- '.github/workflows/codeql.yml'
- '.github/workflows/combine-rules.yml'
- '.github/workflows/deploy-backend.yml'
- '.github/workflows/deploy-mcp.yml'
- '.github/workflows/deploy-web.yml'
- '.github/workflows/indexnow-notify.yml'
- '.github/workflows/oidc-login-test.yml'
- '.github/workflows/pester.yml'
- '.github/workflows/publish-scripts.yml'
pull_request:
branches: [main]
paths-ignore:
- 'internal'
- 'internal/**'
- 'infra'
- 'infra/**'
- '.claude/**'
- '.gitmodules'
- 'zizmor.yml'
- '**/*.md'
- 'LICENSE'
- '.github/ISSUE_TEMPLATE/**'
- '.github/FUNDING.yml'
- '.github/dependabot.yml'
- '.github/assets/**'
- '.github/codeql/**'
- '.github/scripts/**'
# Every other workflow: nothing here builds or tests anything CI covers. paths-ignore
# cannot negate, so they are listed one by one; ci.yml itself stays out of the list
# so a change to CI runs CI. A new workflow file is opt-in — add it here too.
- '.github/workflows/action-pins.yml'
- '.github/workflows/bootstrap-script-gates.yml'
- '.github/workflows/build-agent.yml'
- '.github/workflows/build-msi.yml'
- '.github/workflows/codeql.yml'
- '.github/workflows/combine-rules.yml'
- '.github/workflows/deploy-backend.yml'
- '.github/workflows/deploy-mcp.yml'
- '.github/workflows/deploy-web.yml'
- '.github/workflows/indexnow-notify.yml'
- '.github/workflows/oidc-login-test.yml'
- '.github/workflows/pester.yml'
- '.github/workflows/publish-scripts.yml'
workflow_dispatch:
permissions:
@@ -98,11 +28,9 @@ jobs:
# windows-latest is required: the agent test projects target net48.
runs-on: windows-latest
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- uses: actions/setup-dotnet@a98b56852c35b8e3190ac28c8c2271da59106c68 # v6
- uses: actions/setup-dotnet@v6
with:
dotnet-version: '10.0.x'
@@ -113,16 +41,16 @@ jobs:
run: dotnet build AutopilotMonitor.sln --configuration Release --no-restore
- name: Backend tests
run: dotnet test src/Backend/AutopilotMonitor.Functions.Tests --configuration Release --no-build --verbosity quiet --logger "console;verbosity=minimal"
run: dotnet test src/Backend/AutopilotMonitor.Functions.Tests --configuration Release --no-build --verbosity quiet
- name: Agent V2 Core tests
run: dotnet test src/Agent/AutopilotMonitor.Agent.V2.Core.Tests --configuration Release --no-build --verbosity quiet --logger "console;verbosity=minimal"
run: dotnet test src/Agent/AutopilotMonitor.Agent.V2.Core.Tests --configuration Release --no-build --verbosity quiet
- name: Decision Core tests
run: dotnet test src/Agent/AutopilotMonitor.DecisionCore.Tests --configuration Release --no-build --verbosity quiet --logger "console;verbosity=minimal"
run: dotnet test src/Agent/AutopilotMonitor.DecisionCore.Tests --configuration Release --no-build --verbosity quiet
- name: Summary Dialog tests
run: dotnet test src/Agent/AutopilotMonitor.SummaryDialog.Tests --configuration Release --no-build --verbosity quiet --logger "console;verbosity=minimal"
run: dotnet test src/Agent/AutopilotMonitor.SummaryDialog.Tests --configuration Release --no-build --verbosity quiet
web:
name: Web (typecheck + tests)
@@ -131,11 +59,9 @@ jobs:
run:
working-directory: src/Web/autopilot-monitor-web
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7
- uses: actions/setup-node@v7
with:
node-version: '22'
cache: npm
@@ -167,11 +93,9 @@ jobs:
run:
working-directory: src/McpServer/autopilot-monitor-mcp
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7
- uses: actions/setup-node@v7
with:
node-version: '22'
cache: npm
@@ -189,7 +113,7 @@ jobs:
# (run 31252869254). Persist the model across runs instead; HF_CACHE_DIR
# is honored by vector-search-provider.ts.
- name: Cache embedding model
uses: actions/cache@55cc8345863c7cc4c66a329aec7e433d2d1c52a9 # v6
uses: actions/cache@v6
with:
path: ${{ github.workspace }}/.hf-cache
key: hf-model-Xenova-all-MiniLM-L6-v2
@@ -203,11 +127,9 @@ jobs:
name: Generated guardrails match rules/guardrails.json
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7
- uses: actions/setup-node@v7
with:
node-version: '22'
@@ -221,31 +143,3 @@ jobs:
git diff --stat
exit 1
fi
shared-manifests-in-sync:
name: Generated wire types match shared-manifests.json
runs-on: ubuntu-latest
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7
with:
node-version: '22'
# JSON ↔ C# parity is the dotnet job's SharedManifestParityTests; this job pins
# JSON ↔ generated TS (shared-manifests.generated.ts, wire-types.generated.ts and the
# MCP's wire-types + wire-vocabularies copies - the vocabularies are what the MCP
# tool input schemas derive their z.enum() from).
- name: Regenerate
run: node scripts/generate-shared-manifest-types.js
working-directory: src/Web/autopilot-monitor-web
- name: Fail if the generated files drifted
run: |
if ! git diff --quiet -- src/Web/autopilot-monitor-web/utils/shared-manifests.generated.ts src/Web/autopilot-monitor-web/utils/wire-types.generated.ts src/McpServer/autopilot-monitor-mcp/src/generated/wire-types.generated.ts src/McpServer/autopilot-monitor-mcp/src/generated/wire-vocabularies.generated.ts; then
echo "::error::Generated wire types are out of date. Run 'npm run generate:manifests' in src/Web/autopilot-monitor-web and commit the result."
git diff --stat
exit 1
fi
+10 -67
View File
@@ -1,77 +1,22 @@
name: CodeQL
# Documentation-only changes and private-submodule gitlink bumps (internal/, infra/,
# .claude/commands) cannot affect what CodeQL analyzes (C# and TypeScript), so they
# are filtered out rather than spending ~10 minutes to re-report an unchanged result.
# A gitlink bump reports the bare path ('internal', no trailing slash), which
# 'internal/**' does NOT match — both forms are listed. A commit that touches docs
# AND code still runs: GitHub skips only when EVERY changed path matches the filter.
# Same list as ci.yml except that each file leaves itself out; keep them in step.
# Documentation-only changes cannot affect what CodeQL analyzes (C# and
# TypeScript), so they are filtered out rather than spending ~10 minutes to
# re-report an unchanged result. A commit that touches docs AND code still runs:
# GitHub skips only when EVERY changed path matches the filter.
on:
push:
branches: [main]
paths-ignore:
- 'internal'
- 'internal/**'
- 'infra'
- 'infra/**'
- '.claude/**'
- '.gitmodules'
- 'zizmor.yml'
- 'docs/**'
- '**/*.md'
- 'LICENSE'
- '.github/ISSUE_TEMPLATE/**'
- '.github/FUNDING.yml'
- '.github/dependabot.yml'
- '.github/assets/**'
- '.github/scripts/**'
# Every other workflow: none of them changes the C# or TypeScript CodeQL analyzes.
# paths-ignore cannot negate, so they are listed one by one; codeql.yml itself and
# .github/codeql/ stay out of the list. A new workflow file is opt-in — add it here too.
- '.github/workflows/bootstrap-script-gates.yml'
- '.github/workflows/build-agent.yml'
- '.github/workflows/build-msi.yml'
- '.github/workflows/ci.yml'
- '.github/workflows/combine-rules.yml'
- '.github/workflows/deploy-backend.yml'
- '.github/workflows/deploy-mcp.yml'
- '.github/workflows/deploy-web.yml'
- '.github/workflows/indexnow-notify.yml'
- '.github/workflows/oidc-login-test.yml'
- '.github/workflows/pester.yml'
- '.github/workflows/publish-scripts.yml'
pull_request:
branches: [main]
paths-ignore:
- 'internal'
- 'internal/**'
- 'infra'
- 'infra/**'
- '.claude/**'
- '.gitmodules'
- 'zizmor.yml'
- 'docs/**'
- '**/*.md'
- 'LICENSE'
- '.github/ISSUE_TEMPLATE/**'
- '.github/FUNDING.yml'
- '.github/dependabot.yml'
- '.github/assets/**'
- '.github/scripts/**'
# Every other workflow: none of them changes the C# or TypeScript CodeQL analyzes.
# paths-ignore cannot negate, so they are listed one by one; codeql.yml itself and
# .github/codeql/ stay out of the list. A new workflow file is opt-in — add it here too.
- '.github/workflows/bootstrap-script-gates.yml'
- '.github/workflows/build-agent.yml'
- '.github/workflows/build-msi.yml'
- '.github/workflows/ci.yml'
- '.github/workflows/combine-rules.yml'
- '.github/workflows/deploy-backend.yml'
- '.github/workflows/deploy-mcp.yml'
- '.github/workflows/deploy-web.yml'
- '.github/workflows/indexnow-notify.yml'
- '.github/workflows/oidc-login-test.yml'
- '.github/workflows/pester.yml'
- '.github/workflows/publish-scripts.yml'
schedule:
# Weekly, so advisories published after a merge still surface. Deliberately
# unfiltered — it re-analyzes the whole tree regardless of what changed, which
@@ -104,17 +49,15 @@ jobs:
build-mode: none
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- uses: actions/setup-dotnet@a98b56852c35b8e3190ac28c8c2271da59106c68 # v6
- uses: actions/setup-dotnet@v6
if: matrix.language == 'csharp'
with:
dotnet-version: '10.0.x'
- name: Initialize CodeQL
uses: github/codeql-action/init@b96794f015dfd88f77b49b1c93e0fa7110f94c63 # v4.38.0
uses: github/codeql-action/init@v4.37.3
with:
languages: ${{ matrix.language }}
build-mode: ${{ matrix.build-mode }}
@@ -125,6 +68,6 @@ jobs:
run: dotnet build AutopilotMonitor.sln --configuration Release
- name: Analyze
uses: github/codeql-action/analyze@b96794f015dfd88f77b49b1c93e0fa7110f94c63 # v4.38.0
uses: github/codeql-action/analyze@v4.37.3
with:
category: /language:${{ matrix.language }}
+10 -36
View File
@@ -24,22 +24,14 @@ jobs:
permissions:
contents: write
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
- uses: actions/checkout@v7
- uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7
- uses: actions/setup-node@v7
with:
node-version: '22'
# Lockfile and no lifecycle scripts: this job holds contents:write and pushes to
# main, so an install-time script from a hijacked package would run with a token that
# can rewrite the repository. rules/scripts/package-lock.json pins ajv-cli, ajv-formats
# and every transitive package (Dependabot keeps it current); ajv is pure JS and
# needs no install hooks.
- name: Install ajv-cli from the lockfile
working-directory: rules/scripts
run: |
npm ci --ignore-scripts
echo "$PWD/node_modules/.bin" >> "$GITHUB_PATH"
- name: Install ajv-cli
run: npm install -g ajv-cli ajv-formats
- name: Validate Gather Rules
run: |
@@ -62,32 +54,14 @@ jobs:
ajv validate -s rules/schema/ime-log-pattern.schema.json -d "$f" --spec=draft2020 -c ajv-formats
done
# guardrails.json values are baked verbatim into generated TypeScript that is
# auto-committed to main and shipped to the portal - the schema forbids control
# and line-terminator characters so a "data" PR can never become code.
- name: Validate Guardrails
run: ajv validate -s rules/schema/guardrails.schema.json -d rules/guardrails.json --spec=draft2020 -c ajv-formats
- name: Combine rules into dist/
run: node rules/scripts/combine.js
# Plain git instead of a third-party action: this step runs with contents:write on
# main, so no code we do not control gets to push. Checkout leaves the job's
# GITHUB_TOKEN in the remote credential helper, which is all `git push` needs.
# NOTE: combine.js writes THREE outputs; committing only dist/ would silently discard
# the two generated TS modules and leave the guardrails-in-sync CI check red.
- name: Commit generated outputs
if: github.ref == 'refs/heads/main' && github.event_name == 'push'
run: |
set -euo pipefail
git config user.name "github-actions[bot]"
git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
git add -- rules/dist/ \
src/Web/autopilot-monitor-web/utils/guardrails.generated.ts \
src/McpServer/autopilot-monitor-mcp/src/rule-authoring.generated.ts
if git diff --cached --quiet; then
echo "Generated outputs unchanged - nothing to commit"
exit 0
fi
git commit -m "chore: regenerate rules/dist + generated TS from individual files"
git push origin HEAD:main
uses: stefanzweifel/git-auto-commit-action@v7
with:
commit_message: "chore: regenerate rules/dist + generated TS from individual files"
# combine.js writes THREE outputs; committing only dist/ would silently discard
# the two generated TS modules and leave the guardrails-in-sync CI check red.
file_pattern: "rules/dist/* src/Web/autopilot-monitor-web/utils/guardrails.generated.ts src/McpServer/autopilot-monitor-mcp/src/rule-authoring.generated.ts"
+8 -10
View File
@@ -19,19 +19,17 @@ jobs:
name: Build and Deploy Backend
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
uses: azure/login@v3
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
subscription-id: ${{ secrets.AZURE_SUBSCRIPTION_ID }}
- name: Setup .NET 10
uses: actions/setup-dotnet@a98b56852c35b8e3190ac28c8c2271da59106c68 # v6
uses: actions/setup-dotnet@v6
with:
dotnet-version: '10.0.x'
@@ -43,7 +41,7 @@ jobs:
id: version
shell: pwsh
run: |
$buildNumber = & ./.github/scripts/Request-BuildNumber.ps1 -CounterUrl "${{ env.VERSIONS_CONTAINER }}/backend.txt"
$buildNumber = & ./.github/scripts/Request-BuildNumber.ps1 -CounterUrl "${{ env.VERSIONS_CONTAINER }}/backend.txt" -SasToken '${{ secrets.AZURE_BLOB_VERSIONS_SAS_TOKEN }}'
$csproj = Get-Content ${{ env.CSPROJ_PATH }} -Raw
if ($csproj -notmatch '<VersionPrefix>(\d+\.\d+)</VersionPrefix>') {
@@ -67,7 +65,7 @@ jobs:
run: dotnet publish ${{ env.CSPROJ_PATH }} --configuration Release --output ./publish --no-build -p:SourceRevisionId=${{ github.sha }} -p:BuildNumber=${{ steps.version.outputs.build_number }} -p:BuildTimestampUtc=${{ steps.version.outputs.build_utc }}
- name: Deploy to Azure Functions
uses: Azure/functions-action@c5060b3b8bb1ebbcb531abd00c822ecbaa8ea656 # v1
uses: Azure/functions-action@v1
with:
app-name: ${{ env.FUNCTION_APP }}
package: ./publish
@@ -117,9 +115,9 @@ jobs:
runId = '${{ github.run_id }}'
} | ConvertTo-Json
$authHeaders = & ./.github/scripts/Get-StorageAuthHeaders.ps1
$url = "${{ env.VERSIONS_CONTAINER }}/backend.json"
$sas = '${{ secrets.AZURE_BLOB_VERSIONS_SAS_TOKEN }}'.TrimStart('?')
$url = "${{ env.VERSIONS_CONTAINER }}/backend.json?$sas"
# no-cache: rotating pointer, must never be served stale by any fronting cache.
Invoke-RestMethod -Uri $url -Method Put -Headers ($authHeaders + @{ 'x-ms-blob-type' = 'BlockBlob'; 'x-ms-blob-cache-control' = 'no-cache' }) -Body $manifest -ContentType 'application/json' | Out-Null
Invoke-RestMethod -Uri $url -Method Put -Headers @{ 'x-ms-blob-type' = 'BlockBlob'; 'x-ms-blob-cache-control' = 'no-cache' } -Body $manifest -ContentType 'application/json' | Out-Null
Write-Host "Published versions/backend.json"
Write-Host $manifest
+17 -25
View File
@@ -11,11 +11,7 @@ env:
ACR_NAME: autopilotmonitoreuacr
CONTAINER_APP_NAME: autopilotmonitor-mcp
RESOURCE_GROUP: ${{ secrets.AZURE_MCP_RESOURCE_GROUP }}
# Unique per RUN, not per commit: the docs corpus is baked into the image, so a
# docs-only redeploy at an unchanged code sha must still produce a new image
# reference — with a sha-only tag `az containerapp update` saw the same image
# and silently created no revision (2026-08-28).
IMAGE_TAG: ${{ github.sha }}-${{ github.run_number }}
IMAGE_TAG: ${{ github.sha }}
HEALTH_URL: https://mcp.autopilotmonitor.com/health
VERSIONS_CONTAINER: https://autopilotmonitoreu.blob.core.windows.net/versions
PACKAGE_JSON: src/McpServer/autopilot-monitor-mcp/package.json
@@ -26,21 +22,17 @@ jobs:
name: Build and Deploy MCP Server
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- uses: actions/checkout@v7
# The published customer documentation lives in its own PUBLIC repo and is
# baked into the image as the search_docs corpus (see the Dockerfile). No
# token is needed. Checking it out here rather than vendoring it keeps the
# docs single-sourced — but it also means EDITING THE DOCS DOES NOT UPDATE A
# RUNNING SERVER; this workflow must be re-run (IMAGE_TAG is per run so the
# re-run actually rolls a new revision). /health reports the SHA captured
# below so that staleness is checkable.
# RUNNING SERVER; this workflow must be re-run. /health reports the SHA
# captured below so that staleness is checkable.
- name: Check out documentation bundle
uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
uses: actions/checkout@v7
with:
persist-credentials: false
repository: autopilotmonitor/autopilotmonitor-docs
path: mcp-docs
@@ -49,7 +41,7 @@ jobs:
run: echo "sha=$(git -C mcp-docs rev-parse HEAD)" >> "$GITHUB_OUTPUT"
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
uses: azure/login@v3
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
@@ -62,7 +54,7 @@ jobs:
id: version
shell: pwsh
run: |
$buildNumber = & ./.github/scripts/Request-BuildNumber.ps1 -CounterUrl "${{ env.VERSIONS_CONTAINER }}/mcp.txt"
$buildNumber = & ./.github/scripts/Request-BuildNumber.ps1 -CounterUrl "${{ env.VERSIONS_CONTAINER }}/mcp.txt" -SasToken '${{ secrets.AZURE_BLOB_VERSIONS_SAS_TOKEN }}'
$pkgVersion = (Get-Content ${{ env.PACKAGE_JSON }} -Raw | ConvertFrom-Json).version
$prefix = ($pkgVersion -split '\.')[0..1] -join '.'
@@ -80,7 +72,7 @@ jobs:
"short_sha=$shortSha" >> $env:GITHUB_OUTPUT
- name: Login to ACR
run: az acr login --name "$ACR_NAME"
run: az acr login --name ${{ env.ACR_NAME }}
- name: Build and push container image
run: |
@@ -90,17 +82,17 @@ jobs:
--build-arg BUILD_NUMBER=${{ steps.version.outputs.build_number }} \
--build-arg BUILD_COMMIT=${{ steps.version.outputs.short_sha }} \
--build-arg BUILD_UTC=${{ steps.version.outputs.build_utc }} \
-t "$ACR_NAME.azurecr.io/$CONTAINER_APP_NAME:$IMAGE_TAG" \
-t "$ACR_NAME.azurecr.io/$CONTAINER_APP_NAME:latest" \
-t ${{ env.ACR_NAME }}.azurecr.io/${{ env.CONTAINER_APP_NAME }}:${{ env.IMAGE_TAG }} \
-t ${{ env.ACR_NAME }}.azurecr.io/${{ env.CONTAINER_APP_NAME }}:latest \
.
docker push "$ACR_NAME.azurecr.io/$CONTAINER_APP_NAME" --all-tags
docker push ${{ env.ACR_NAME }}.azurecr.io/${{ env.CONTAINER_APP_NAME }} --all-tags
- name: Deploy to Container App
run: |
az containerapp update \
--name "$CONTAINER_APP_NAME" \
--resource-group "$RESOURCE_GROUP" \
--image "$ACR_NAME.azurecr.io/$CONTAINER_APP_NAME:$IMAGE_TAG"
--name ${{ env.CONTAINER_APP_NAME }} \
--resource-group ${{ env.RESOURCE_GROUP }} \
--image ${{ env.ACR_NAME }}.azurecr.io/${{ env.CONTAINER_APP_NAME }}:${{ env.IMAGE_TAG }}
# `az containerapp update` returns once the revision is provisioned, not once
# it serves traffic — and with minReplicas=0 the first request also pays a cold
@@ -147,9 +139,9 @@ jobs:
docsCommit = '${{ steps.docs.outputs.sha }}'.Substring(0, 7)
} | ConvertTo-Json
$authHeaders = & ./.github/scripts/Get-StorageAuthHeaders.ps1
$url = "${{ env.VERSIONS_CONTAINER }}/mcp.json"
$sas = '${{ secrets.AZURE_BLOB_VERSIONS_SAS_TOKEN }}'.TrimStart('?')
$url = "${{ env.VERSIONS_CONTAINER }}/mcp.json?$sas"
# no-cache: rotating pointer, must never be served stale by any fronting cache.
Invoke-RestMethod -Uri $url -Method Put -Headers ($authHeaders + @{ 'x-ms-blob-type' = 'BlockBlob'; 'x-ms-blob-cache-control' = 'no-cache' }) -Body $manifest -ContentType 'application/json' | Out-Null
Invoke-RestMethod -Uri $url -Method Put -Headers @{ 'x-ms-blob-type' = 'BlockBlob'; 'x-ms-blob-cache-control' = 'no-cache' } -Body $manifest -ContentType 'application/json' | Out-Null
Write-Host "Published versions/mcp.json"
Write-Host $manifest
+64 -112
View File
@@ -1,13 +1,5 @@
name: Deploy Web (Static Web App)
# Build here, upload with the pinned SWA CLI. No third-party action sees the deploy token
# (the CLI is Microsoft-published npm code at an exact version), the build runs on the same
# path ci.yml tests (setup-node 22 + npm ci + next build) instead of Oryx guessing inside the
# action's container, and the exported site is attested like the agent ZIP and the MSI.
#
# PR preview environments were dropped with the action: their per-PR URLs are never
# registered as redirect URIs, so nobody could log in on them anyway.
on:
push:
branches:
@@ -16,72 +8,39 @@ on:
- 'src/Web/autopilot-monitor-web/**'
- '.github/workflows/deploy-web.yml'
workflow_dispatch:
permissions:
contents: read
id-token: write # keyless Sigstore signing (artifact attestation)
attestations: write # store the provenance attestation
pull_request:
types: [opened, synchronize, reopened, closed]
branches:
- main
paths:
- 'src/Web/autopilot-monitor-web/**'
- '.github/workflows/deploy-web.yml'
env:
PORTAL_VERSION_URL: https://portal.autopilotmonitor.com/version.json
VERSIONS_CONTAINER: https://autopilotmonitoreu.blob.core.windows.net/versions
WEB_DIR: src/Web/autopilot-monitor-web
# Exact version: `npx --package` resolves from the registry at run time, so the pin is the
# only thing that keeps the deploy step's code fixed. Bump deliberately.
SWA_CLI_VERSION: 2.0.10
jobs:
build_and_deploy_job:
if: github.event_name == 'push' || github.event_name == 'workflow_dispatch' || (github.event_name == 'pull_request' && github.event.action != 'closed')
runs-on: ubuntu-latest
name: Build and Deploy Job
# Dependabot PRs run without repo secrets, so the deploy token is absent.
# Surface it as an env var so the deploy step can gate on it — secrets
# cannot be referenced directly in an `if:` expression.
env:
DEPLOY_TOKEN: ${{ secrets.AZURE_SWA_DEPLOY_TOKEN }}
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
- uses: actions/checkout@v7
with:
persist-credentials: false
lfs: false
fetch-depth: 0 # Full history needed for git-based sitemap lastmod dates
# Only the version manifest at the very end needs Azure; logging in here rather than
# next to that step keeps a credential problem from surfacing after a live deploy.
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
subscription-id: ${{ secrets.AZURE_SUBSCRIPTION_ID }}
# The customer docs repo is the single source of the "What's new" panel: the prebuild
# step (scripts/whats-new/build-whats-new.js) turns changelog/*.md into
# public/whats-new.json and dates every bullet via git blame — hence the full history.
# Public repo, no token. Editing the docs does NOT update the live panel until this
# workflow runs again (push under src/Web/** or a manual dispatch); versions/web.json
# records which docs commit is live.
- name: Check out documentation bundle
uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
repository: autopilotmonitor/autopilotmonitor-docs
path: whats-new-docs
fetch-depth: 0
- name: Resolve docs commit
id: docs
run: echo "sha=$(git -C whats-new-docs rev-parse HEAD)" >> "$GITHUB_OUTPUT"
- uses: actions/setup-node@820762786026740c76f36085b0efc47a31fe5020 # v7
with:
node-version: '22'
cache: npm
cache-dependency-path: ${{ env.WEB_DIR }}/package-lock.json
- name: Install dependencies
working-directory: ${{ env.WEB_DIR }}
run: npm ci
# next.config output:'export' -- `next build` writes the static site to out/
# (prebuild: sync-error-codes, generate-lastmod, generate-version, whats-new).
- name: Build
working-directory: ${{ env.WEB_DIR }}
- name: Build And Deploy
id: builddeploy
# Skip (green) instead of failing when the token is missing (Dependabot
# PRs); real deploys on main and internal PRs still have it.
if: env.DEPLOY_TOKEN != ''
uses: Azure/static-web-apps-deploy@v1
env:
NEXT_PUBLIC_ENTRA_CLIENT_ID: ${{ vars.NEXT_PUBLIC_ENTRA_CLIENT_ID }}
# Dual app-reg window: previous app registration (unset = single-app behaviour)
@@ -96,53 +55,28 @@ jobs:
# Build stamp for public/version.json (scripts/generate-version.js in prebuild);
# the verify step below polls the deployed file for exactly this commit.
GITHUB_SHA: ${{ github.sha }}
# Docs checkout for public/whats-new.json; the prebuild fails in CI without it.
WHATS_NEW_DOCS_DIR: ${{ github.workspace }}/whats-new-docs
run: |
npm run build
test -f out/version.json || { echo "out/version.json missing - export did not run"; exit 1; }
test -f out/whats-new.json || { echo "out/whats-new.json missing - whats-new prebuild did not run"; exit 1; }
# One archive of the exact bytes that get uploaded, so the attestation has a single subject.
- name: Package export
id: package
run: |
archive="portal-${GITHUB_SHA::7}.tar.gz"
tar -C "$WEB_DIR/out" -czf "$archive" .
echo "archive=$archive" >> "$GITHUB_OUTPUT"
sha256sum "$archive"
# Sigstore keyless provenance: binds the export digest to this workflow run (repo, ref,
# commit, workflow file) in a public transparency log.
# Verify: gh attestation verify portal-<sha>.tar.gz --repo okieselbach/AutopilotMonitor
- name: Attest build provenance (portal export)
uses: actions/attest-build-provenance@4d101475d8b20a2381f78447822ac1eab6504dd8 # v4
with:
subject-path: ${{ steps.package.outputs.archive }}
azure_static_web_apps_api_token: ${{ secrets.AZURE_SWA_DEPLOY_TOKEN }}
repo_token: ${{ secrets.GITHUB_TOKEN }} # Used for Github integrations (i.e. PR comments)
action: "upload"
###### Repository/Build Configurations - These values can be configured to match your app requirements. ######
# For more information regarding Static Web App workflow configurations, please visit: https://aka.ms/swaworkflowconfig
app_location: "src/Web/autopilot-monitor-web" # App source code path
api_location: "" # Api source code path - optional
# Static export (next.config output:'export'): Oryx runs `npm run build`
# and uploads the exported out/ directory as plain static files — no
# managed SSR runtime is provisioned anymore. (No is_static_export
# input on this action version; Oryx detects the export from
# next.config + output_location.)
output_location: "out" # Built app content directory - optional
###### End of Repository/Build Configurations ######
- name: Upload build artifact
uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7
with:
name: portal-${{ github.sha }}
path: ${{ steps.package.outputs.archive }}
# Upload only -- out/ is already built. --swa-config-location points at the app root,
# where staticwebapp.config.json lives (next export does not copy it into out/).
- name: Deploy to Static Web App
env:
SWA_CLI_DEPLOYMENT_TOKEN: ${{ secrets.AZURE_SWA_DEPLOY_TOKEN }}
run: |
npx --yes --package "@azure/static-web-apps-cli@${SWA_CLI_VERSION}" swa deploy \
--app-location "$WEB_DIR" \
--output-location out \
--swa-config-location "$WEB_DIR" \
--env production \
--no-use-keychain
# The CLI reporting success proves the upload, not that the production host serves the
# new build -- verify against the live /version.json (Cache-Control: no-store via
# staticwebapp.config.json) before publishing the version manifest.
# The SWA action reporting success proves the upload, not that the production host
# serves the new build — verify against the live /version.json (Cache-Control:
# no-store via staticwebapp.config.json) before publishing the version manifest.
# PR builds deploy to per-PR preview environments, so only main deploys are verified.
- name: Verify deployed portal build is live
if: env.DEPLOY_TOKEN != '' && (github.event_name == 'push' || github.event_name == 'workflow_dispatch')
shell: pwsh
run: |
$expectedCommit = '${{ github.sha }}'.Substring(0, 7)
@@ -166,10 +100,10 @@ jobs:
throw "Portal did not serve commit $expectedCommit within 5 minutes -- deployment not verified, version manifest NOT published"
# Cross-component deploy record, written last and only on a verified deploy --
# same contract as versions/backend.json and versions/mcp.json. docsCommit says which
# docs revision the live What's new panel was generated from (as for the MCP corpus).
# Cross-component deploy record, written last and only on a verified deploy —
# same contract as versions/backend.json and versions/mcp.json.
- name: Publish version manifest
if: env.DEPLOY_TOKEN != '' && (github.event_name == 'push' || github.event_name == 'workflow_dispatch')
shell: pwsh
run: |
$manifest = [ordered]@{
@@ -177,12 +111,30 @@ jobs:
commit = '${{ github.sha }}'.Substring(0, 7)
deployedUtc = [DateTime]::UtcNow.ToString('o')
runId = '${{ github.run_id }}'
docsCommit = '${{ steps.docs.outputs.sha }}'.Substring(0, 7)
} | ConvertTo-Json
$authHeaders = & ./.github/scripts/Get-StorageAuthHeaders.ps1
$url = "${{ env.VERSIONS_CONTAINER }}/web.json"
$sas = '${{ secrets.AZURE_BLOB_VERSIONS_SAS_TOKEN }}'.TrimStart('?')
$url = "${{ env.VERSIONS_CONTAINER }}/web.json?$sas"
# no-cache: rotating pointer, must never be served stale by any fronting cache.
Invoke-RestMethod -Uri $url -Method Put -Headers ($authHeaders + @{ 'x-ms-blob-type' = 'BlockBlob'; 'x-ms-blob-cache-control' = 'no-cache' }) -Body $manifest -ContentType 'application/json' | Out-Null
Invoke-RestMethod -Uri $url -Method Put -Headers @{ 'x-ms-blob-type' = 'BlockBlob'; 'x-ms-blob-cache-control' = 'no-cache' } -Body $manifest -ContentType 'application/json' | Out-Null
Write-Host "Published versions/web.json"
Write-Host $manifest
close_pull_request_job:
if: github.event_name == 'pull_request' && github.event.action == 'closed'
runs-on: ubuntu-latest
name: Close Pull Request Job
env:
DEPLOY_TOKEN: ${{ secrets.AZURE_SWA_DEPLOY_TOKEN }}
steps:
- name: Close Pull Request
id: closepullrequest
if: env.DEPLOY_TOKEN != ''
uses: Azure/static-web-apps-deploy@v1
with:
azure_static_web_apps_api_token: ${{ secrets.AZURE_SWA_DEPLOY_TOKEN }}
action: "close"
-3
View File
@@ -3,9 +3,6 @@ name: IndexNow Notify (Bing/Yandex)
on:
workflow_dispatch:
# The job only talks to public endpoints; it never needs a repository token.
permissions: {}
jobs:
notify:
runs-on: ubuntu-latest
+1 -1
View File
@@ -15,7 +15,7 @@ jobs:
name: Federated login + read check
steps:
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
uses: azure/login@v3
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
+1 -2
View File
@@ -25,6 +25,5 @@ concurrency:
cancel-in-progress: true
jobs:
# $/ is the self-repository form: this repository at the running commit.
gates:
uses: $/.github/workflows/bootstrap-script-gates.yml
uses: ./.github/workflows/bootstrap-script-gates.yml
+4 -90
View File
@@ -34,109 +34,23 @@ concurrency:
group: agent-blob-publish
cancel-in-progress: false
# Authenticode for the customer scripts. Same identity and same repository variables as
# build-agent.yml -- the loader on every device pins this publisher, so the two must not
# drift apart.
env:
CODE_SIGN_CLIENT_ID: ${{ vars.CODE_SIGN_CLIENT_ID }}
CODE_SIGN_CERTIFICATE_NAME: ${{ vars.CODE_SIGN_CERTIFICATE_NAME }}
CODE_SIGN_KEY_VAULT_URL: ${{ vars.CODE_SIGN_KEY_VAULT_URL }}
CODE_SIGN_EXPECTED_SUBJECT: ${{ vars.CODE_SIGN_EXPECTED_SUBJECT }}
CODE_SIGN_TIMESTAMP_URL: http://timestamp.acs.microsoft.com
jobs:
# $/ is the self-repository form: this repository at the running commit, never a
# path some earlier step could have written to the workspace.
gates:
uses: $/.github/workflows/bootstrap-script-gates.yml
uses: ./.github/workflows/bootstrap-script-gates.yml
publish:
name: Publish to the download alias
needs: gates
runs-on: windows-latest
# Job-scoped: only the publish job federates to Azure, the gates job never holds an
# OIDC token it does not need.
permissions:
contents: read
id-token: write # OIDC federated login for the storage writes (secret-less)
steps:
- uses: actions/checkout@3d3c42e5aac5ba805825da76410c181273ba90b1 # v7
with:
persist-credentials: false
- name: Check code-signing configuration
shell: pwsh
run: |
foreach ($name in 'CODE_SIGN_CLIENT_ID', 'CODE_SIGN_CERTIFICATE_NAME', 'CODE_SIGN_KEY_VAULT_URL') {
if ([string]::IsNullOrWhiteSpace([Environment]::GetEnvironmentVariable($name))) {
throw "Repository variable $name is not set. Published customer scripts must be signed."
}
}
# First, and only to fetch the Key Vault token: azure/login sets the default az
# account and the storage login below has to be the one that stays. See D-223 --
# both federated credentials are bound to the ref, so this job must never carry a
# GitHub `environment:`.
- name: Login to Azure (code-signing identity)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ env.CODE_SIGN_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
allow-no-subscriptions: true
- name: Acquire Key Vault token for signing
shell: pwsh
run: |
$ErrorActionPreference = 'Stop'
$token = az account get-access-token --scope https://vault.azure.net/.default --query accessToken --output tsv
if ($LASTEXITCODE -ne 0 -or [string]::IsNullOrWhiteSpace($token)) {
throw "Could not acquire a Key Vault token for the code-signing identity."
}
Write-Host "::add-mask::$token"
"CODE_SIGN_AKV_ACCESS_TOKEN=$token" | Out-File -FilePath $env:GITHUB_ENV -Encoding utf8 -Append
# Authorizes the eu blob writes and the AdminConfiguration merge. The gates job above
# runs the same publisher with -DryRun and deliberately without a login -- a dry run
# must never need Azure credentials.
- name: Login to Azure (OIDC)
uses: azure/login@a641126d1b8aa4d1fa005f4f92df94a3a4c4c906 # v3.1.0
with:
client-id: ${{ secrets.AZURE_CLIENT_ID }}
tenant-id: ${{ secrets.AZURE_TENANT_ID }}
subscription-id: ${{ secrets.AZURE_SUBSCRIPTION_ID }}
# Version pinned so a new or compromised NuGet release cannot flow into signing
# unreviewed; roll-forward because the tool targets an older runtime than the SDK
# preinstalled on the runner.
- name: Install AzureSignTool
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: dotnet tool install --no-cache --global AzureSignTool --version 7.0.1
- uses: actions/checkout@v7
- name: Publish bootstrap + customer scripts
shell: pwsh
env:
DOTNET_ROLL_FORWARD: LatestMajor
run: |
$dryRun = '${{ inputs.dry_run }}' -eq 'true'
./.github/scripts/Publish-BootstrapScripts.ps1 `
-SasToken '${{ secrets.AZURE_BLOB_AGENT_SAS_TOKEN }}' `
-LegacySasToken '${{ secrets.AZURE_BLOB_AGENT_LEGACY_SAS_TOKEN }}' `
-SigningToken $env:CODE_SIGN_AKV_ACCESS_TOKEN `
-KeyVaultUrl $env:CODE_SIGN_KEY_VAULT_URL `
-CertificateName $env:CODE_SIGN_CERTIFICATE_NAME `
-TimestampUrl $env:CODE_SIGN_TIMESTAMP_URL `
-ExpectedPublisher $env:CODE_SIGN_EXPECTED_SUBJECT `
-SignedOutputDir "$env:RUNNER_TEMP/signed-scripts" `
-TableSasToken '${{ secrets.AZURE_TABLE_ADMIN_SAS_TOKEN }}' `
-DryRun:$dryRun
# The exact bytes that were (or, on a dry run, would have been) uploaded. A dry-run
# dispatch is therefore the way to inspect a signed script locally before it reaches
# a single customer. Kept on failure too: a failed alias verification is precisely
# when someone wants to look at the file.
- name: Upload signed scripts
if: always()
uses: actions/upload-artifact@043fb46d1a93c77aae656e7c1c64a875d1fc6a0a # v7
with:
name: signed-scripts
path: ${{ runner.temp }}/signed-scripts
if-no-files-found: ignore
+21 -10
View File
@@ -15,7 +15,7 @@ bld/
[Ll]ogs/
# Build counter files: the authoritative counter is the shared blob
# (agent container, buildcounter-v{N}.txt, ETag-CAS — see internal/docs/agent/build-counter-blob.md).
# (agent container, buildcounter-v{N}.txt, ETag-CAS — see docs/agent/build-counter-blob.md).
# The local file is only an offline fallback for -SkipUpload/bare-dotnet smoke builds.
buildcounter.txt
@@ -114,10 +114,17 @@ tmpclaude-*-cwd
# Claude skills and scripts are now in a private submodule (.claude/commands/)
# No individual file ignores needed — the submodule handles everything
# Deployment scripts (local only — contain tokens + SAS URLs)
scripts/Deployment/
# Migration tooling (local only, vorerst) — cross-tenant storage/cert migration scripts
scripts/Migration/
# Infra: tracked. The Bicep templates carry no credentials — every secret is a
# @secure() parameter with an empty default, injected at deploy time, and image
# pull runs on managed identity. Keep it that way: never commit a resolved secret
# value or a *.parameters.json holding one.
infra/*.parameters.json
# M2 — local raw session fixtures before anonymization (plan §4 M2)
tests/fixtures/enrollment-sessions-local/
@@ -128,15 +135,22 @@ tests/fixtures/enrollment-sessions-local/
TODO.txt
tools/orphan-analysis.py
tools/export-session-fixture.mjs
tasks/
# Azure Table cleanup backups (dry-run exports + delete manifests)
# Produced by operator tooling — never commit deletion payloads
# Produced by /cleanup-table skill — never commit deletion payloads
db-backups/
plans/REFACTOR_AGENT_V2.md
.claude/scheduled_tasks.lock
.claude/plans/health-script-remediation-fix.md
internal/docs/Introduction-AutopilotMonitor.pptx
internal/docs/~$Introduction-AutopilotMonitor.pptx
# Operator-local Azure setup helper — applies lifecycle policy + container
# creation against a live storage account. Not portable across environments
# (storage account name, resource group are operator-specific) so it stays
# out of the repo. Each operator keeps their own copy.
scripts/Backup/setup-backup-container.ps1
docs/Introduction-AutopilotMonitor.pptx
docs/~$Introduction-AutopilotMonitor.pptx
# Playwright MCP browser artifacts (snapshots, screenshots, console logs)
.playwright-mcp/
@@ -145,11 +159,8 @@ internal/docs/~$Introduction-AutopilotMonitor.pptx
# changes each run) and served at /version.json from the static export.
src/Web/autopilot-monitor-web/public/version.json
# What's new payload: generated by scripts/whats-new/build-whats-new.js from the docs
# checkout on every build and served at /whats-new.json from the static export.
src/Web/autopilot-monitor-web/public/whats-new.json
# Local IME installer scratch (MSI + extracted payload per version, for grepping
# in binaries). Operator-only, never committed.
# Local IME binaries scratch used by the /ime-decompile skill (MSI + msiexec-
# extracted payload per version, for grepping in binaries). Decompilates live in
# the private ime-decompiles repo, MSIs in the ime-archive blob - this stays local.
ime-files/
-6
View File
@@ -1,9 +1,3 @@
[submodule ".claude/commands"]
path = .claude/commands
url = https://github.com/okieselbach/Autopilot-Monitor-dotclaude.git
[submodule "docs"]
path = internal
url = https://github.com/okieselbach/Autopilot-Monitor-internal.git
[submodule "infra"]
path = infra
url = https://github.com/okieselbach/Autopilot-Monitor-infra.git
-19
View File
@@ -1,19 +0,0 @@
# Code of Conduct
This applies to all project spaces: issues, pull requests, discussions, and the documentation repository.
## Expectations
- Be respectful and constructive. Disagree with ideas, not with people.
- Assume good intent. Most confusion is a documentation gap, not malice.
- Keep discussions on topic and searchable: clear titles, reproducible steps, text instead of screenshots of text where possible.
- Never post customer data, tenant IDs, device identifiers, tokens, or log excerpts containing personal data in public issues or discussions. Redact first.
## Not acceptable
Harassment, personal attacks, discriminatory language, publishing others' private information, and sustained disruption of discussions.
## Enforcement
The maintainers may edit, hide, or delete content and may block accounts that violate this code. To raise a concern, contact the maintainers privately through
[GitHub](https://github.com/okieselbach) rather than in a public thread.
-17
View File
@@ -1,17 +0,0 @@
# Feedback and Issues
Autopilot Monitor is developed and operated by its maintainers. The source is published so that customers and security reviewers can see what runs on their devices and with their data. This page explains where feedback goes.
| I want to… | Go to |
|---|---|
| Report a bug | [New issue → Bug report](https://github.com/okieselbach/AutopilotMonitor/issues/new/choose) |
| Suggest a feature | [New issue → Feature request](https://github.com/okieselbach/AutopilotMonitor/issues/new/choose) |
| Ask a question or discuss an idea | [Discussions](https://github.com/okieselbach/AutopilotMonitor/discussions) |
| Report a security issue | [SECURITY.md](SECURITY.md) — privately, never as a public issue |
| Read how the product works | [docs.autopilotmonitor.com](https://docs.autopilotmonitor.com) |
## Reporting a problem in your own tenant
For a failed or odd enrollment, the **Report Session** button in the portal is the fastest path. It hands the session context to support without exposing any of it publicly. Use a GitHub issue for problems that are reproducible and not tied to your data.
Please redact tenant IDs, device names, serial numbers, and anything personal before posting in a public issue or discussion.
+25 -659
View File
@@ -1,673 +1,39 @@
GNU AFFERO GENERAL PUBLIC LICENSE
Version 3, 19 November 2007
Autopilot Monitor - Split License
Copyright (C) 2007 Free Software Foundation, Inc. <https://fsf.org/>
Copyright (c) 2026 Autopilot Monitor Contributors
Everyone is permitted to copy and distribute verbatim copies of this
license document, but changing it is not allowed.
This project uses a split licensing model. Different components are
licensed under different terms:
Preamble
## MIT License
The GNU Affero General Public License is a free, copyleft license for
software and other kinds of works, specifically designed to ensure
cooperation with the community in the case of network server software.
The following components are licensed under the MIT License:
The licenses for most software and other practical works are designed
to take away your freedom to share and change the works. By contrast,
our General Public Licenses are intended to guarantee your freedom to
share and change all versions of a program--to make sure it remains
free software for all its users.
- src/Agent/ - The Autopilot Monitor Agent (deployed to devices)
- src/Shared/ - Shared DTOs, enums, and constants
When we speak of free software, we are referring to freedom, not price.
Our General Public Licenses are designed to make sure that you have the
freedom to distribute copies of free software (and charge for them if
you wish), that you receive source code or can get it if you want it,
that you can change the software or use pieces of it in new free
programs, and that you know you can do these things.
See src/Agent/LICENSE and src/Shared/LICENSE for the full MIT license text.
Developers that use our General Public Licenses protect your rights
with two steps: (1) assert copyright on the software, and (2) offer
you this License which gives you legal permission to copy, distribute
and/or modify the software.
## GNU Affero General Public License v3.0 (AGPL-3.0)
A secondary benefit of defending all users' freedom is that
improvements made in alternate versions of the program, if they
receive widespread use, become available for other developers to
incorporate. Many developers of free software are heartened and
encouraged by the resulting cooperation. However, in the case of
software used on network servers, this result may fail to come about.
The GNU General Public License permits making a modified version and
letting the public access it on a server without ever releasing its
source code to the public.
The following components are licensed under the AGPL-3.0:
The GNU Affero General Public License is designed specifically to
ensure that, in such cases, the modified source code becomes available
to the community. It requires the operator of a network server to
provide the source code of the modified version running there to the
users of that server. Therefore, public use of a modified version, on
a publicly accessible server, gives the public access to the source
code of the modified version.
- src/Backend/ - Azure Functions backend
- src/Web/ - Next.js web frontend
- src/McpServer/ - MCP Server
An older license, called the Affero General Public License and
published by Affero, was designed to accomplish similar goals. This is
a different license, not a version of the Affero GPL, but Affero has
released a new version of the Affero GPL which permits relicensing
under this license.
See src/Backend/LICENSE for the full AGPL-3.0 license text.
The precise terms and conditions for copying, distribution and
modification follow.
## Why Split Licensing?
TERMS AND CONDITIONS
The Agent runs on end-user devices and is licensed under MIT to allow
unrestricted use, modification, and distribution without copyleft
obligations.
0. Definitions.
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END OF TERMS AND CONDITIONS
How to Apply These Terms to Your New Programs
If you develop a new program, and you want it to be of the greatest
possible use to the public, the best way to achieve this is to make it
free software which everyone can redistribute and change under these
terms.
To do so, attach the following notices to the program. It is safest
to attach them to the start of each source file to most effectively
state the exclusion of warranty; and each file should have at least
the "copyright" line and a pointer to where the full notice is found.
<one line to give the program's name and a brief idea of what it does.>
Copyright (C) <year> <name of author>
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as
published by the Free Software Foundation, either version 3 of the
License, or (at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
You should have received a copy of the GNU Affero General Public
License along with this program. If not, see
<https://www.gnu.org/licenses/>.
Also add information on how to contact you by electronic and paper
mail.
If your software can interact with users remotely through a computer
network, you should also make sure that it provides a way for users to
get its source. For example, if your program is a web application,
its interface could display a "Source" link that leads users to an
archive of the code. There are many ways you could offer source, and
different solutions will be better for different programs; see section
13 for the specific requirements.
You should also get your employer (if you work as a programmer) or
school, if any, to sign a "copyright disclaimer" for the program, if
necessary. For more information on this, and how to apply and follow
the GNU AGPL, see <https://www.gnu.org/licenses/>.
The Shared library is MIT-licensed because it is a dependency of the
MIT-licensed Agent. Using AGPL for Shared would effectively make the
Agent AGPL as well.
+18 -65
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@@ -1,93 +1,46 @@
# <img src=".github/assets/logo.svg" height="28" alt="Autopilot Monitor logo" /> Autopilot Monitor
# <img src="docs/images/logo.svg" height="28" alt="" /> AutopilotMonitor
[![Status](https://img.shields.io/badge/status-live-brightgreen)](https://www.autopilotmonitor.com)
[![License](https://img.shields.io/badge/license-MIT%20%2B%20AGPL--3.0-blue)](LICENSE)
[![Website](https://img.shields.io/badge/website-autopilotmonitor.com-2ea44f)](https://www.autopilotmonitor.com)
Autopilot Monitor is an open-source, real-time monitoring and troubleshooting platform for **Windows Autopilot** and **Microsoft Intune** enrollment. It records enrollment events, application installations, policies, device state, and diagnostics while provisioning is still running, instead of collecting logs by hand after a failure. Administrators get live enrollment tracking, Enrollment Status Page (ESP) visibility, detailed session timelines, automated issue detection, on-demand diagnostics, fleet health analytics, and AI-assisted troubleshooting through a hosted Model Context Protocol (MCP) server.
The platform supports classic Windows Autopilot and modern Intune provisioning scenarios, including **Windows Autopilot Device Preparation**.
Advanced monitoring and troubleshooting solution for Windows Autopilot deployments. Gain full visibility into every enrollment session with a detailed event timeline, fleet health dashboards, and session reporting. Define custom analysis rules to automatically detect issues and gather rules to collect targeted evidence. Retrieve diagnostics packages on demand, configure agent settings like auto-reboot behavior and automatic timezone adjustment — all managed centrally from the web dashboard.
## Availability
Autopilot Monitor is **publicly available** — the Community plan is free. Sign in with your work account at **[autopilotmonitor.com](https://www.autopilotmonitor.com)**; new organizations complete a short activation step after first sign-in.
<p align="center">
<img src=".github/assets/SessionList.png" width="45%" alt="Autopilot Monitor dashboard showing live Windows Autopilot and Intune enrollment sessions" />
<img src=".github/assets/FleetHealth.png" width="45%" alt="Autopilot Monitor fleet health dashboard with Windows Autopilot enrollment analytics and success metrics" />
<img src="docs/images/SessionList.png" width="45%" />
<img src="docs/images/FleetHealth.png" width="45%" />
</p>
<p align="center">
<img src=".github/assets/SessionDetails.png" width="45%" alt="Autopilot Monitor session details showing device information, diagnostics, apps, policies, and enrollment status" />
<img src=".github/assets/SessionTimeline.png" width="45%" alt="Windows Autopilot enrollment timeline showing ESP phases, application installs, policies, events, and errors" />
<img src="docs/images/SessionDetails.png" width="45%" />
<img src="docs/images/SessionTimeline.png" width="45%" />
</p>
## Key Features
## Overview
- **Real-time Windows Autopilot monitoring** — follow device provisioning while enrollment is still running
- **Detailed enrollment timelines** — correlate Autopilot, ESP, Intune Management Extension, apps, policies, device state, and system events
- **Enrollment Status Page visibility** — see which phase, application, or policy is delaying provisioning
- **Automated issue detection** — define custom analysis rules that identify known failure patterns
- **Targeted evidence collection** — gather registry values, event log entries, files, log-parser matches, and allow-listed commands when specific conditions are detected
- **On-demand diagnostics** — request diagnostics packages from enrolled devices remotely
- **Fleet health analytics** — success rates, deployment duration, device models, applications, errors, and recurring issues
- **Session reporting** — inspect and share detailed enrollment information for individual devices
- **Windows Autopilot Device Preparation support** — monitor Device Preparation deployments alongside classic Autopilot scenarios
- **Centralized agent configuration** — control diagnostic behavior, automatic reboots, timezone adjustment, and other monitoring settings from the web dashboard
- **AI-assisted troubleshooting** — query enrollment data through the built-in Model Context Protocol server
Autopilot Monitor provides real-time tracking, intelligent diagnostics, and automated troubleshooting for Windows Autopilot enrollment processes. It consists of:
## How it works
Autopilot Monitor consists of several components working together throughout Windows enrollment:
- **Bootstrap Script** — PowerShell script deployed through Microsoft Intune that starts monitoring early in the provisioning process
- **Monitoring Agent** — lightweight .NET application that collects telemetry and evidence during enrollment
- **Bootstrap Script** — PowerShell script deployed via Intune that starts monitoring early in the enrollment process
- **Monitoring Agent** — Lightweight .NET application that collects telemetry and evidence during enrollment
- **Backend API** — Azure Functions-based ingestion and processing pipeline
- **Web Dashboard** — Next.js application for real-time monitoring, troubleshooting, and fleet analytics
- **MCP Server** — Model Context Protocol server that lets AI assistants query Autopilot Monitor data in natural language
- **Web Dashboard** — Next.js application for real-time monitoring and fleet analytics
## Windows Autopilot and Intune Troubleshooting
## Architecture
Autopilot Monitor helps investigate common Windows provisioning and enrollment problems such as:
- Windows Autopilot deployments that fail or appear stuck
- Enrollment Status Page (ESP) delays and unusually long deployment phases
- Win32 application installation failures and slow application downloads
- Intune Management Extension problems
- Microsoft Entra join, Hybrid Join, and device registration issues
- policies that block or delay provisioning
- inconsistent behavior across hardware models and recurring failures affecting multiple devices
Because telemetry is collected during enrollment, many problems can be investigated without reproducing the issue or manually collecting logs from the affected device.
## AI Integration (MCP)
Autopilot Monitor ships a hosted **[Model Context Protocol](https://modelcontextprotocol.io)** server. Connect Claude Desktop, VS Code, or any MCP client that speaks Streamable HTTP with OAuth, and ask questions like:
- *"Show me all failed enrollments from the last 24 hours and group them by failure reason."*
- *"Why did session X fail, and which app install caused the delay?"*
- *"Which devices had unusually long ESP application phases this week?"*
- *"Which device models have the highest Autopilot failure rate?"*
- *"Which devices in my fleet are affected by CVE-2024-30078?"*
Server URL: `https://mcp.autopilotmonitor.com/mcp` — sign-in runs through your existing work account, access is scoped to your tenant exactly like in the portal, and the MCP server stores no credentials. Setup guide: **[AI Integration (MCP)](https://docs.autopilotmonitor.com/integrations/ai-integration-mcp)**.
For detailed information about the system architecture, components, and data flow, see [Architecture Documentation](docs/architecture.md).
## Documentation
Full admin documentation is available at **[docs.autopilotmonitor.com](https://docs.autopilotmonitor.com)** — deployment, configuration, monitoring, diagnostics, troubleshooting, analysis and gather rules, integrations, and AI-assisted troubleshooting.
## Open Source
Autopilot Monitor is developed openly on GitHub. The source is published so that customers and security reviewers can see what runs on their devices and with their data: the repository contains the device agent, shared library, backend, web dashboard, and MCP server.
## Feedback
Bug reports and feature requests go through [Issues](https://github.com/okieselbach/AutopilotMonitor/issues/new/choose), questions and ideas through [Discussions](https://github.com/okieselbach/AutopilotMonitor/discussions). Security issues are reported privately, see [SECURITY.md](SECURITY.md). For a problem in your own tenant, the **Report Session** button in the portal is the fastest path.
Full admin documentation is available at **[docs.autopilotmonitor.com](https://docs.autopilotmonitor.com)**
## License
This project uses a **split licensing model**. The root [LICENSE](LICENSE) is AGPL-3.0, which covers the server-side components; the device-side components carry their own MIT license file:
This project uses a **split licensing model**:
- **MIT License** — Agent ([`src/Agent/`](src/Agent/LICENSE)) and Shared library ([`src/Shared/`](src/Shared/LICENSE)) — unrestricted use on end-user devices, no copyleft obligations
- **AGPL-3.0** — Backend ([`src/Backend/`](src/Backend/LICENSE)), Web Dashboard ([`src/Web/`](src/Web/LICENSE)), and MCP Server ([`src/McpServer/`](src/McpServer/LICENSE)) — modifications to server-side components remain open source, especially when deployed as a network service
- **MIT License** — Agent (`src/Agent/`) and Shared library (`src/Shared/`) — unrestricted use on end-user devices
- **AGPL-3.0** — Backend (`src/Backend/`), Web Dashboard (`src/Web/`), and MCP Server (`src/McpServer/`) — server-side components remain open source
The Shared library is MIT because it is a dependency of the MIT-licensed Agent. The license file inside each component directory is authoritative for that component.
See [LICENSE](LICENSE) for full details.
-37
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@@ -1,37 +0,0 @@
# Security Policy
## Reporting a vulnerability
Please report security issues **privately** through
[GitHub Security Advisories](https://github.com/okieselbach/AutopilotMonitor/security/advisories/new).
Private vulnerability reporting is enabled, so a report reaches the maintainers without ever being public.
Please do not open a public issue, post on social media, or send email for security findings.
## What to expect
- An acknowledgement and an initial severity assessment.
- A fix or a mitigation plan, with a shared view of timing before anything is disclosed.
- Credit in the advisory if you want it, and none if you prefer to stay anonymous.
Reports are read by the maintainers directly. There is no guaranteed response time and no bug bounty.
## Scope and rules of engagement
Security research against the hosted service is welcome and is not a violation of the
[Terms of Use](https://www.autopilotmonitor.com/terms). While testing, please:
- do not access data of tenants you do not own,
- do not degrade the service for others,
- do not run automated scanners against production.
## Supported versions
The hosted service always runs the current `main`. For the on-device agent, only the
[latest release](https://github.com/okieselbach/AutopilotMonitor/releases/latest) receives fixes.
## More
The [Security FAQ](https://docs.autopilotmonitor.com/trust-and-security/security-faq) and
[Data Flows](https://docs.autopilotmonitor.com/trust-and-security/data-flows) pages describe the security model,
data handling, and isolation in detail.
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<#
.SYNOPSIS
Build script for Autopilot Monitor solution.
.DESCRIPTION
Builds all .NET projects and optionally the web UI.
Run this after cloning or when you want to rebuild everything.
.PARAMETER Configuration
Build configuration: Debug or Release (default: Debug)
.PARAMETER IncludeWeb
Also build the web UI (requires Node.js)
.PARAMETER Clean
Clean before building
.EXAMPLE
.\build.ps1
Builds all .NET projects in Debug mode
.EXAMPLE
.\build.ps1 -Configuration Release -IncludeWeb
Builds everything in Release mode including web UI
#>
[CmdletBinding()]
param(
[ValidateSet("Debug", "Release")]
[string]$Configuration = "Debug",
[switch]$IncludeWeb,
[switch]$Clean
)
$ErrorActionPreference = "Stop"
Write-Host "============================================" -ForegroundColor Cyan
Write-Host " Autopilot Monitor Build Script" -ForegroundColor Cyan
Write-Host "============================================" -ForegroundColor Cyan
Write-Host ""
$rootPath = $PSScriptRoot
$slnPath = Join-Path $rootPath "AutopilotMonitor.sln"
# Check prerequisites
Write-Host "[1/4] Checking prerequisites..." -ForegroundColor Yellow
# Check .NET SDK
try {
$dotnetVersion = & dotnet --version
Write-Host " ✓ .NET SDK version: $dotnetVersion" -ForegroundColor Green
}
catch {
Write-Host " ✗ .NET SDK not found. Please install .NET 10 SDK." -ForegroundColor Red
exit 1
}
# Check Node.js if building web
if ($IncludeWeb) {
try {
$nodeVersion = & node --version
Write-Host " ✓ Node.js version: $nodeVersion" -ForegroundColor Green
}
catch {
Write-Host " ✗ Node.js not found. Please install Node.js 18+." -ForegroundColor Red
exit 1
}
}
Write-Host ""
# Clean if requested
if ($Clean) {
Write-Host "[2/4] Cleaning solution..." -ForegroundColor Yellow
& dotnet clean $slnPath -c $Configuration
Write-Host " ✓ Clean completed" -ForegroundColor Green
Write-Host ""
}
else {
Write-Host "[2/4] Skipping clean (use -Clean to clean first)" -ForegroundColor Gray
Write-Host ""
}
# Restore packages
Write-Host "[3/4] Restoring NuGet packages..." -ForegroundColor Yellow
& dotnet restore $slnPath
if ($LASTEXITCODE -ne 0) {
Write-Host " ✗ Restore failed" -ForegroundColor Red
exit 1
}
Write-Host " ✓ Restore completed" -ForegroundColor Green
Write-Host ""
# Build solution
Write-Host "[4/4] Building solution ($Configuration)..." -ForegroundColor Yellow
& dotnet build $slnPath -c $Configuration --no-restore
if ($LASTEXITCODE -ne 0) {
Write-Host " ✗ Build failed" -ForegroundColor Red
exit 1
}
Write-Host " ✓ Build completed" -ForegroundColor Green
Write-Host ""
# Build web if requested
if ($IncludeWeb) {
Write-Host "[BONUS] Building web UI..." -ForegroundColor Yellow
$webPath = Join-Path $rootPath "src\Web\autopilot-monitor-web"
Push-Location $webPath
try {
Write-Host " Installing npm packages..." -ForegroundColor Gray
& npm install --silent
if ($LASTEXITCODE -ne 0) {
Write-Host " ✗ npm install failed" -ForegroundColor Red
exit 1
}
Write-Host " Building Next.js app..." -ForegroundColor Gray
& npm run build
if ($LASTEXITCODE -ne 0) {
Write-Host " ✗ Web build failed" -ForegroundColor Red
exit 1
}
Write-Host " ✓ Web build completed" -ForegroundColor Green
}
finally {
Pop-Location
}
Write-Host ""
}
# Summary
Write-Host "============================================" -ForegroundColor Cyan
Write-Host " Build Completed Successfully!" -ForegroundColor Green
Write-Host "============================================" -ForegroundColor Cyan
Write-Host ""
Write-Host "Output locations:" -ForegroundColor White
Write-Host " Agent: src\Agent\AutopilotMonitor.Agent.V2\bin\$Configuration\net48\" -ForegroundColor Gray
Write-Host " Functions: src\Backend\AutopilotMonitor.Functions\bin\$Configuration\net10.0\" -ForegroundColor Gray
if ($IncludeWeb) {
Write-Host " Web UI: src\Web\autopilot-monitor-web\.next\" -ForegroundColor Gray
}
Write-Host ""
Write-Host "Next steps:" -ForegroundColor White
Write-Host " 1. Start Azurite: azurite --silent --location c:\azurite" -ForegroundColor Gray
Write-Host " 2. Start Functions: cd src\Backend\AutopilotMonitor.Functions && func start" -ForegroundColor Gray
if ($IncludeWeb) {
Write-Host " 3. Start Web UI: cd src\Web\autopilot-monitor-web && npm run dev" -ForegroundColor Gray
Write-Host " 4. Test Agent: cd src\Agent\AutopilotMonitor.Agent.V2\bin\$Configuration\net48 && .\AutopilotMonitor.Agent.exe --console" -ForegroundColor Gray
}
else {
Write-Host " 3. Test Agent: cd src\Agent\AutopilotMonitor.Agent.V2\bin\$Configuration\net48 && .\AutopilotMonitor.Agent.exe --console" -ForegroundColor Gray
}
+177
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@@ -0,0 +1,177 @@
---
type: Reference
title: Autopilot ZTD Diagnostics — Event IDs, Registry Surfaces, Endpoints, Error Codes
description: Windows' own diagnostic surfaces for the Autopilot profile-download (ZTD) flow and known deployment error codes — what the agent reads, what each identifier means, and where the knowledge comes from.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/DeviceInfo/ZtdEvidence.cs
tags:
- agent
- autopilot
- ztd
- diagnostics
- event-log
- troubleshooting
timestamp: 2026-07-16T00:00:00+02:00
---
# Autopilot ZTD Diagnostics
Windows documents its own diagnostic surfaces for the Autopilot profile-download flow
(the Zero-Touch Deployment / "ZTD" service round-trip during OOBE). The agent consumes
three of them to turn the `autopilot_profile_missing` warning from a guess into an
evidence-backed verdict, and the backend rule engine uses the error-code map for
known-issue enrichment.
Windows 365 Cloud PC exception: on Cloud PCs (`CloudPcDetector.DetectIsCloudPc()`)
`ProfileAvailable=0` is the expected state — Cloud PCs are provisioned by the Windows 365
service, not by Autopilot. The event is still emitted with the full evidence payload plus
an `isCloudPc` marker, but as severity Info with a "this is expected" message instead of
a Warning (`DeviceInfoCollector.ResolveAutopilotProfileMissingPresentation`). The portal's
Autopilot Profile card mirrors this: a neutral note for Cloud PC sessions
(`session.isCloudPc` or the event marker), the amber warning otherwise.
Consumers in this repo:
* `ZtdEvidence.cs` (agent) — one-shot event-log query + `Diagnostics\Autopilot` registry
dump + deployment-service reachability probe on the profile-missing path.
* `ModernDeploymentTracker.cs` (agent) — continuous watcher of the same channel,
Level ≤ 3 only (Warning/Error/Critical) plus targeted Info IDs.
* Analyze rules (backend) — HRESULT/known-issue map (see [Error codes](#schema--error-codes)).
# Schema — ModernDeployment Autopilot event channel
Channel: `Microsoft-Windows-ModernDeployment-Diagnostics-Provider/Autopilot`
(Event Viewer: Application and Services Logs → Microsoft → Windows →
ModernDeployment-Diagnostics-Provider → Autopilot).
| Event ID | Level | Meaning | Agent verdict mapping (`ztdVerdict`) |
| --- | --- | --- | --- |
| 100 | Warning | "Autopilot policy [name] not found" — temporary, device is waiting for the profile download. Windows can log hundreds of these per minute (harmless-rollup in `ModernDeploymentTracker`). | `waiting_for_profile_no_internet_confirmation` (when nothing else was logged) |
| 101/103/109/111 | Info | Profile settings retrieval/processing details. | not queried |
| 153 | Info | `ProfileState_Unknown → ProfileState_Available` — a profile was downloaded and is ready. | `profile_downloaded` |
| 160 | Info | Profile settings acquisition beginning. | context only |
| 161 | Info | Profile download succeeded. | `profile_downloaded` |
| 163 | Info | Download not required — device already provisioned (typically after `Sysprep /Generalize`, i.e. Autopilot-for-existing-devices images). | `already_provisioned` |
| 164 | Info | Internet available to attempt policy download — the authoritative witness that the ZTD round-trip could run at OOBE time. | with no 161: `download_attempted_no_profile_returned` (the assignment-gap signature, session 423b5360) |
| 171 | Error | TPM identity confirmation failed (HRESULT in payload) — self-deploying/pre-prov attestation. | context only (`inconclusive` if alone) |
| 172 | Error | Failed to set profile as available — usually follows 171. | context only |
| 807 | Error | `ZtdDeviceIsNotRegistered` — hardware hash not registered in Autopilot. | `device_not_registered` |
| 809 | Error | `ZtdDeviceHasNoAssignedProfile` — the assigned profile was deleted without cleanup. | `assigned_profile_deleted` |
| 815 | Error | `ZtdDeviceHasNoAssignedProfile` — no profile assigned and no tenant default profile. | `no_profile_assigned` |
| 908 | Error | `SerialNumberMismatch` / `ProductKeyIdMismatch` between Autopilot registration and physical hardware. | `serial_or_product_key_mismatch` |
Verdict priority: error IDs are authoritative (807 → 908 → 809 → 815), then the Info-flow
reconstruction (161/153 → 163 → 164 → 100). Implemented in
`ZtdEvidence.ComputeZtdVerdict`, pinned by `ZtdEvidenceVerdictTests`.
# Schema — Diagnostics registry key
`HKLM\SOFTWARE\Microsoft\Provisioning\Diagnostics\Autopilot` — written by the ZTD client,
dumped verbatim by the agent into the `autopilot_profile` event (`diagnosticsRegistry`):
| Value | Meaning |
| --- | --- |
| `AadTenantId` | GUID of the tenant the user signed into. |
| `CloudAssignedTenantDomain` | Tenant the device is registered with; **blank = not registered with Autopilot**. |
| `CloudAssignedTenantId` | GUID matching `CloudAssignedTenantDomain`; blank when not registered. |
| `IsAutopilotDisabled` | 1 = device not registered **or** profile download failed (network/firewall/timeout) — Microsoft's own catch-all indicator. **Casing caveat:** Windows actually writes `IsAutoPilotDisabled` (capital P; observed session e7dbac7a, 24H2) while the FAQ documents `IsAutopilotDisabled` — all agent lookups are case-insensitive for this reason. |
| `TenantMatched` | 0 = user's tenant ≠ registration tenant → the "username belongs to another organization" OOBE error. |
| `CloudAssignedOobeConfig` | Bitmap of configured OOBE settings (SkipCortanaOptIn=1, OobeUserNotLocalAdmin=2, SkipExpressSettings=4, SkipOemRegistration=8, SkipEula=16). |
The profile cache itself lives in `HKLM\SOFTWARE\Microsoft\Provisioning\AutopilotPolicyCache`
(`PolicyJsonCache`, `ProfileAvailable`) — `ProfileAvailable=0` plus an empty
`ZeroTouchConfig` is the "blank profile cached" state the troubleshooting FAQ describes
when no profile exists at check time. A reboot re-runs the download and can replace the
blank cache.
# Schema — Endpoints
| Endpoint | Purpose | Agent behavior |
| --- | --- | --- |
| `https://ztd.dds.microsoft.com` | Autopilot Deployment Service — profile delivery during OOBE. | Reachability probe on profile-missing (any HTTP status = reachable). **Note:** several third-party blogs cite `ztd.ssd.microsoft.com`; the official requirements page says `ztd.dds.microsoft.com`. |
| `https://login.live.com` | Second Deployment-Service URL; also needed by the Microsoft Sign-in Assistant (`wlidsvc`) — a policy that disables wlidsvc breaks profile download. | not probed |
| `*.microsoftaik.azure.net` (+ per-vendor EK cert URLs) | TPM attestation for self-deploying/pre-provisioning. | not probed |
| `lgmsapeweu.blob.core.windows.net` | Intune automatic diagnostics upload. | deliberately not probed (decision 2026-07-16: not mission-critical) |
# Observability — when the agent can actually see these errors
The agent's install timing bounds what the known-issue rules can ever observe. In the
normal deployment model the agent is installed by an **Intune platform script via IME —
i.e. only AFTER MDM enrollment succeeded**. Everything that happens before that point
(profile download, TPM attestation in self-deploying/pre-provisioning, the MDM enrollment
handshake itself) is over before our process exists.
| Failure class | Normal flow (IME install) | Bootstrap token mode | Await-enrollment mode |
| --- | --- | --- | --- |
| Enrollment blocked (0x80180014/18, 0xC1036501, 0x801C03F3 → ANALYZE-ENRL-004) | **Invisible** — no enrollment ⇒ no agent, no session. | **Visible** — the bootstrap token exists precisely to report pre-MDM (as of 2026-07: one customer piloting). | **Invisible to the backend** — the agent binary is present but only polls for the MDM certificate; without the cert it cannot authenticate, and monitoring starts only after the cert appears. A hard blocker ends in the await timeout (default 480 min) with nothing uploaded. |
| TPM attestation (ANALYZE-ENRL-003) | **Visible via error backfill** — attestation precedes enrollment, but the startup error backfill (below) replays Autopilot-channel Level 1-2 records from the last 4h, so retry-then-success attempts surface as `backfilled=true` events. | Visible. | Visible via error backfill once monitoring starts. |
| Hybrid-join 0x80004005 (ANALYZE-ENRL-005) | **Visible** — the ODJ/hybrid phase runs during device ESP while the agent is active. | Visible. | Visible after cert arrival. |
| Clock skew (ANALYZE-DEV-007) | **Always** — ntp_time_check is our own event. | Always. | Always. |
The rules stay enabled despite the narrow normal-flow windows: they are evidence-gated
(zero cost when the codes never appear) and they future-proof the bootstrap and
await-enrollment paths.
## Startup error backfill (ModernDeploymentTracker)
At agent start (backfill enabled), the tracker replays Autopilot-channel **Level 1-2**
records from the last **4 hours** through the normal emission pipeline — this is what makes
pre-install errors (TPM attestation retries, ZTD errors 807/809/815/908) visible in the
normal IME deployment flow. Spam containment, in order:
1. **Errors only** — the Warning-level 100 heartbeat storm is excluded by the XPath.
2. **Harmless-ID downgrade + burst rollup** still applies to backfilled records.
3. **Cap** of 25 records per scan (newest first; the tail is logged, not emitted).
4. **RecordId watermark** (`autopilot-error-backfill.json`, advanced by both the backfill
scan and the live watcher) — restarts never re-emit records a previous run forwarded.
5. Backfilled events carry `backfilled: true` plus the original `timeCreated` in their
payload; the event's own timestamp is the emission time, so the session's `StartedAt`
(which the backend aligns to the earliest event) is not dragged backwards.
Presentation (2026-07-28, customer feedback — an unannounced wall of pre-agent Error
events read like a live failure):
- The scan buffers the (capped) record set, first emits an **Info summary event**
(`modern_deployment_log`, payload `backfillSummary: true` + `replayedCount` /
`droppedOverCap` / `lookbackMinutes`) announcing the replay block, then replays the
records **oldest-first** so the timeline sequence follows event-log chronology.
- The web timeline (`EventTimeline.tsx`) badges `backfilled: true` events („⟲ Backfilled",
slate, explanatory tooltip) and renders the original `timeCreated` as the row time with a
"(reported …)" suffix; the expanded metadata block gains a `Recorded` line. Severity is
deliberately **not** downgraded — unresolved pre-agent errors must still surface in the
Error filter.
# Schema — Error codes (backend known-issue map)
Codes documented in the known-issues / troubleshooting-FAQ pages that appear in ESP/enrollment
failures we can observe:
| Code | Meaning / context | Actionable guidance |
| --- | --- | --- |
| `0x800705B4` | Timeout; in self-deploying mode usually "device is not TPM 2.0 capable" (e.g. a VM). | Don't use self-deploying on VMs / non-TPM-2.0 hardware. |
| `0x801C03EA` | TPM attestation failed → Entra join with device token failed. | TPM/firmware issue; check attestation endpoints. |
| `0x81039001` | `E_AUTOPILOT_CLIENT_TPM_MAX_ATTESTATION_RETRY_EXCEEDED` (intermittent, "Securing your hardware"). | Retry provisioning; persistent → firmware. |
| `0x81039023` | TPM attestation failure on Windows 11 (pre-prov/self-deploy). | Fixed by KB5013943 (21H2) or later CU. |
| `0x81039024` | TPM has known vulnerabilities → attestation refused. | Update TPM firmware from OEM. |
| `0x80070490` | TPM attestation failure on AMD ASP fTPM platforms. | Update AMD firmware. |
| `0xC1036501` | Automatic MDM enrollment impossible — multiple MDM configurations in Entra ID. | Consolidate MDM configs. |
| `0x801C03F3` | Entra device object for the Autopilot device was deleted (logged in `Microsoft-Windows-User Device Registration/Admin`). | Deregister + re-register the device (recreates the object). |
| `0x80180014` | Device-record reuse in self-deploying/pre-prov mode, or Windows MDM enrollment disabled ("Enrollment blocked for AP device by SDM One Time Limit Check"). | Intune → Autopilot device → **Unblock device**, or allow Windows (MDM) in enrollment restrictions. |
| `0x80180018` | MDM enrollment refused — licensing (missing Intune/EMS license) or device cap. | Check user license + device limits. |
| `0x80070774` | Hybrid-join ESP failure — domain mismatch between Intune Connector for AD and device targeting. | Install/configure the connector in the matching domain. |
| `0x80004005` | Hybrid-join deployment timeout — **build-dependent known issue**, fixed in KB5065789 (25H2, ≥ 26200.6725), KB5065426 (24H2, ≥ 26100.6584), KB5070312 (23H2, ≥ 22631.6276). | Update the image / install the KB. |
Related non-code known issues worth remembering: clock skew of minutes causes TPM
attestation errors and ESP timeouts (`w32tm /resync /force`; the agent's `ntp_time_check`
event carries the measured offset); multiple/unexpected OOBE reboots can delete kiosk
autologon registry entries (fixed in 24H2 KB5058411); ESP does not support mixing LOB and
Win32 apps ("Another installation is in progress").
# Citations
* [Windows Autopilot troubleshooting FAQ](https://learn.microsoft.com/en-us/autopilot/troubleshooting-faq) — event IDs, registry values, process flow. (Checked 2026-07-16.)
* [Windows Autopilot known issues](https://learn.microsoft.com/en-us/autopilot/known-issues) — error codes, KB fixes. (Checked 2026-07-16.)
* [Windows Autopilot requirements — Networking](https://learn.microsoft.com/en-us/autopilot/requirements?tabs=networking) — endpoint list incl. `ztd.dds.microsoft.com`. (Checked 2026-07-16.)
* Re-check cadence: both Learn pages change regularly (known-issues carries an RSS feed:
`https://learn.microsoft.com/api/search/rss?search=%22Be+informed+about+known+issues+that+might+occur+during+Windows+Autopilot+deployment.%22&locale=en-us&%24filter=`).
When new event IDs / error codes appear, update `ZtdEvidence.cs`, the backend rule map,
and this document together.
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---
type: Concept
title: Agent Build Numbers — Shared Counter Blob with ETag-CAS
description: Why agent build numbers come from a public counter blob reserved before the build, how the compare-and-swap protocol works, and what the repo's buildcounter.txt still does.
resource: /.github/workflows/build-agent.yml
tags:
- agent
- build
- ci
- release
- versioning
timestamp: 2026-07-17T00:00:00+02:00
---
# Agent Build Numbers — Shared Counter Blob
Agent (V2 line) build numbers — the `<n>` in `2.0.<n>` — are minted from a single
shared counter blob so that **local builds (`scripts/Deployment/build.ps1`) and CI
builds (`.github/workflows/build-agent.yml`) can never collide**. Both build paths
stay first-class: local daily-ops builds remain possible, CI builds add provenance
attestation on top.
# Schema
The reserve-before-build CAS protocol itself is shared with the backend and the MCP
server and is documented once in [Version Contract](../versioning.md); the single
implementation is `.github/scripts/Request-BuildNumber.ps1`. Agent-specific:
- **Counter blob**: `https://autopilotmonitoreu.blob.core.windows.net/agent/buildcounter-v{LINE}.txt`
— one per release line, analogous to `version-v{LINE}.json`, and kept in the `agent`
container next to the artifacts it numbers rather than in `versions/`. Content: the
**last used** build number as plain text. Public-read like the rest of the container
(the number is visible in `version-v{LINE}.json` anyway); writes require the SAS.
- The reserved number reaches the build as `BUILD_NUMBER` in the environment. The
csproj honors it and then skips its `PersistBuildCounter` target, so the repo file
is not touched.
- **CI manual override** (`build_number` input): numbers `<=` counter are re-builds
and leave the blob unchanged; numbers `>` counter advance it (monotonic guard).
- V2 was seeded with `1356` on 2026-07-17.
# Consequences
- `src/Agent/AutopilotMonitor.Agent.V2/buildcounter.txt` is now only an **offline
fallback** for `-SkipUpload` smoke builds and bare `dotnet build` (where the version
does not matter). It is never committed anymore; the CI step that pushed counter
bumps to `main` was removed.
- `AdminConfiguration.LatestAgentV2*` (backend hash-oracle) is updated **only on
stable cutover** (`publish_as_stable` / default `build.ps1` run without
`-VersionedOnly`/`-Dev`) — it must never point at a build that is not actually in
the stable namespace.
- CI builds additionally attest build provenance for the release ZIP via
`actions/attest-build-provenance` (Sigstore keyless, bound to the workflow OIDC
identity). The digest covers the identical bytes uploaded to blob, so one
attestation covers all copies. Verify:
`gh attestation verify <zip> --repo okieselbach/AutopilotMonitor`. Local builds
cannot produce this attestation — provenance is a CI-only property.
# Citations
- [Version Contract](../versioning.md) — the shared CAS protocol and manifest format
- `.github/workflows/build-agent.yml` — "Reserve build number (counter blob CAS)" step
- `.github/scripts/Request-BuildNumber.ps1` — the shared implementation
- `scripts/Deployment/build.ps1` (gitignored, contains SAS) — local build path
- `src/Agent/AutopilotMonitor.Agent.V2/AutopilotMonitor.Agent.V2.csproj` —
`BUILD_NUMBER` property + `PersistBuildCounter` target
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---
type: concept
title: CMTrace Time Resolution — Per-Line Self-Anchoring
description: How the agent converts bias-less CMTrace local times to UTC without trusting any process's timezone belief — each provably fresh line anchors its own offset against the agent clock on the 15-minute grid; everything not provably fresh falls back uniformly and says so.
resource: src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/Ime
tags: [agent, ime, cmtrace, timestamps, timezone, calibration, provenance]
timestamp: 2026-08-20
---
# Problem
A CMTrace line carries local time and no offset — IME 1.104 writes `DateTime.Now.TimeOfDay`
in both of its trace listeners. Converting such a line with the reader's own
`TimeZoneInfo.Local` silently assumes the writing and reading processes agree on the zone.
They do not: each caches its zone at process start and follows neither a later `tzutil` nor
a Windows auto-timezone change. The error is `Offset_writer − Offset_reader` — zero only
when both believe the same thing, right or wrong. Field measurement over 11,068 sessions
found 26 sessions with a real error, from +1 h to −17 h.
Two designs failed before this one:
* **Fix the reader's belief** (`TimeZoneInfo.ClearCachedData`, live OS offset): makes the
agent isolated-correct and thereby breaks the majority of sessions, where two equally
stale beliefs cancel.
* **One measured offset per file** (agent 2.0.1410, reverted in `04b1a7c6`): a single log
file holds lines from multiple writer *eras*. `AgentExecutor.log` is written by
short-lived child processes whose zone belief flips per process — interleaved in one
file, and flipping *back* (fixture:
`tests/fixtures/cmtrace-logs/agentexecutor-two-writer-eras-v1.cmtrace`). Any cross-line
anchor — per file, or nearest-in-write-order — applies one era's offset to the other
era's lines. In the field this shifted `script_started` events by −9 h against their
correct completions.
# Schema
The resolution rule, in order:
1. **Writer-declared bias** (`+480` suffix): authoritative, used as-is. Never a calibration
anchor — it needs no measurement and must not overwrite one.
2. **Per-line self-anchoring** — only for lines read in a *provably fresh* pass:
```
offset_line = round((local − agentUtcNow) / 15 min) · 15 min
lineUtc = local − offset_line
```
Every real UTC offset is a whole multiple of 15 minutes, so the rounding absorbs poll
and flush latency. No cross-line state exists, so interleaved eras resolve line by
line — the property the fixture test pins. The line's own timestamp still contributes
sub-poll precision and ordering (two lines 6 ms apart stay 6 ms apart; a plain
`occurredAt = now` could not do that). Guards: grid residual ≤ 2 min, offset within
UTC−12 … UTC+14.
3. **Uniform reader-zone fallback** for everything else: wrong in absolute terms whenever
the writer held a different belief, but *self-consistent* — both ends of a duration are
wrong by the same amount, so derived durations stay right. The revert's core lesson:
partially corrected is strictly worse than uniformly wrong.
**Freshness** is what makes rule 2 sound, and it is strict:
* Every poll look at a file stamps `LastCheckedUtc` (`LogFilePositionTracker.MarkChecked`),
including "no new data" and an empty first sight — so a file first seen empty
(`AgentExecutor.log` appearing mid-enrollment) anchors from its very first content.
* A pass's lines are fresh only if the file was previously observed *in this process* and
the gap since the last look is ≤ `FreshLineMaxAge` (30 s — far above the 100 ms poll,
far below the 13-minute zone where a line's *age* could round onto the offset grid).
* A restart-restored position bookmark deliberately carries **no** freshness: the first
pass after a restart reads downtime backlog and must never anchor.
**Provenance** (`sourceOffsetOrigin` in event DataJson): `bias` | `line-anchored` |
`reader-zone-fallback` (plus retired `calibrated` from 2.0.1410 events). The applied
offset is always recorded (`sourceOffsetMinutes`), the raw local time too
(`sourceLocalTs`), so any event can be re-derived later. The per-*file* measurement still
runs, purely observationally (`measuredWriterOffsetMinutes`, Info log when it disagrees
with the process zone).
# Constraints
* An anchored line resolves to `now ± 2 min` *by construction*. The accepted edge: a
freshly written line carrying a **replayed** old timestamp whose age is exactly
N×15 min ± 2 min anchors to ≈now instead of its replayed past — bounded error, and
sub-24 h replays are treated as current by the historic-replay guard anyway.
* Snapshot readers (`StallProbeCollector`, `LogParserCollector`) cannot tail and therefore
cannot prove freshness — they stay on the marked fallback. This is a documented limit,
not an omission; sharing the per-file measurement with them would re-apply exactly what
the revert removed.
* Mixed pairs remain possible across a restart (start resolved from backlog fallback,
completion line-anchored) and are recognizable via provenance.
# Backend regression tripwire
The backend watches for the failure mode this design eliminates. On every terminal ingest
batch, the counter reconcile's existing event-partition scan additionally collects
`Δ = ReceivedAt − OccurredUtc` per event, split by `Source == "ImeLogTracker"` versus the
rest (`CmTraceSkewTripwire`, hooked in `EventIngestProcessor`). If
`median(Δ_IME) − median(Δ_other)` is a clean 15-minute multiple (residual < 2 min — the
same constants as the anchoring grid guard above) with ≥ 20 samples over ≥ 3 distinct
upload batches per side, a `CmTraceTimeSkewRegression` ops event fires (category Agent,
warning), carrying all numbers plus the session's `sourceOffsetOrigin` histogram.
Bias-dominated sessions are suppressed (writer-declared offsets cannot be an anchoring
regression); `measuredWriterOffsetMinutes` is never consulted (sticky after era
flip-backs). Kill switch: app setting `CmTraceSkewTripwireDisabled`. Goal state: the event
never fires — any hit is an anchoring case the per-line design misses, or a detector bug.
Device-clock problems (the customer-actionable cousin) are covered separately by the
`clock_skew` analyze condition behind `ANALYZE-DEV-008`, which excludes IME-derived events
precisely so an anchoring regression can never surface as a customer finding.
# Citations
* `CmTraceOffsetCalibrator.TryMeasureOffset` — the pure grid measurement, shared by
anchoring and the observational per-file path.
* `CmTraceSkewTripwire` + `CmTraceSkewTripwireTests` — the backend tripwire above.
* `RuleEngine.ConditionEvaluators.EvaluateClockSkewCondition` + `RuleEngineClockSkewTests`
— the customer-facing device-clock metrics (batch-median frames, spool-spread filter,
plateau step detection, end-state persistence).
* `ImeLogTracker.LogProcessing.cs` `ResolveEntryUtc` — the resolution order above.
* `ImeLogTrackerLineAnchoringTests` — resolves-to-T across writer beliefs, interleaved
eras in one chunk, freshness boundaries (first sight, empty first sight, poll gap,
restart restore), the grid-replay edge, and the field fixture replayed at production
poll cadence.
* `CmTraceCalibratorFileIsolationTests` — pins per-file isolation of the observational
measurement (session e9753578 logged a cross-file pairing the committed code could not
be shown to produce; the mechanism remains open, the resolution path is immune by
design, and `CalibrateFrom` logs the anchor timestamp as a tripwire).
* `tasks/todo.md` (2026-08-20) — full evidence trail: field measurements, the revert,
the two-writer-era fixture, and the disproven foreign-binary hypothesis (the SHA
mismatch was the known release race against the 5-minute AdminConfiguration cache).
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---
type: Concept
title: Continue-Anyway Observation Mode — Device-Phase ESP Failure Defang
description: Operator-set tenant opt-in that turns an immediate Device-phase ESP terminal failure on a Continue-Anyway-enabled profile into a bounded 60-minute observation; the DAD-validated real-user desktop plus the Hello gate detect the true end, and the session completes as Succeeded with an esp-soft-failure marker.
resource: /src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.Edge.cs
tags:
- agent
- decision-engine
- esp
- continue-anyway
- soft-failure
- tenant-config
timestamp: 2026-08-08T00:00:00+02:00
---
# Continue-Anyway Observation Mode
## Problem
A Classic user-driven enrollment whose Device ESP hits the configured terminal timeout
(`syncFailureTimeoutMinutes`, typically 30) fails **before AccountSetup is ever entered**.
The classic advisory defang (`HandleEspTerminalFailureV1`) requires
`AccountSetupEnteredUtc != null`, so these sessions hard-fail immediately — even when the
ESP profile allows "Continue anyway" and users demonstrably dismiss the failure screen and
reach a working desktop. A fleet held at the timeout wall by one slow blocking app then
shows ~100% Failed (tenant c9787ba2: 948/1000 `esp_terminal_failure`, culprit "Encompass
Hybrid Installer"), which tells the tenant nothing.
## Mechanism
Opt-in flow (default off — absence keeps the immediate hard fail):
1. **Tenant setting** `EnableEspContinueAnywayObservation` (`TenantConfiguration`,
operator-set only, NOT exposed in the tenant admin settings UI; the toggle lives in
the Global-Admin tenant management modal next to Bootstrap Token / Unrestricted Mode,
and the field is GA-gated on both write paths — the generic PUT silently reverts it
for tenant admins, the field patch rejects it with 400) → served via `agent/config`
(`AgentConfigResponse`, ConfigVersion 37).
2. **Agent** stamps `espContinueAnywayObservationEnabled=true` into the
`EspConfigDetected` signal payload (both emitters: the orchestrator FirstSync
bootstrap and `DeviceInfoCollector.PostEspConfigDetectedSignal`) — only when enabled,
so the kernel stays config-free and replay/recovery reconstruct the fact from the
signal log.
3. **Engine** (`HandleEspTerminalFailureV1`): a terminal ESP failure is defanged into an
`esp_failure_advisory` (`advisoryReason=esp_failure_defanged_continueanyway_observation`)
when ALL hold: profile allows Continue-Anyway, observation opt-in observed,
`AccountSetupEnteredUtc == null`, and the scenario is Classic/Unknown with
`PreProvisioningSide=None` and no registry self-deploying marker (WhiteGlove /
SelfDeploying / DevicePreparation have no interactive user to press the button).
4. **Observation window**: the shared `AdvisoryCompletion` deadline is armed with a
**60-minute** window (classic advisory: 30) — long enough for failure screen →
Continue anyway → sign-in → desktop, or a full device-phase re-run via "Try again".
## Detecting the real end
The active-advisory-without-AccountSetup shape is unique to this arming site, so
`IsContinueAnywayObservationActive(state)` (advisory recorded ∧ not resolved ∧
AccountSetup never entered) needs no separate opt-in re-check. Three outcomes:
* **Continue anyway** — the DAD-validated real-user desktop arrives (defaultuser0/SYSTEM
excluded at the detector) and the Hello gate is satisfied (resolved, or policy
explicitly disabled without an observed wizard): `HandleDesktopArrivedV1` completes
eagerly through Finalizing (trigger `DesktopArrived:ContinueAnywayObservation`) — the
session end reflects the real end, not the window edge. The IME user-session gate is
deliberately waived: it anchors on `AccountSetupEnteredUtc`, which is structurally
absent here. The terminal `enrollment_complete` carries `espSoftFailure=true`,
`completionSource=continue_anyway_observation` and the failed category; the backend
stamps `EspSoftFailure`/`CompletionSource` on the Sessions row (+ SessionsIndex
mirror) and the web renders the amber "with issues" badge plus a detail banner.
Sessions completing under the CLASSIC advisory (AccountSetup entered) carry the same
marker with `completionSource=continue_anyway_post_accountsetup`.
* **Try again** — the ESP re-runs the failed category; `DeviceSetupProvisioningComplete`
resolves the advisory via the 4910a5a5 recovery hook (`esp_failure_advisory_resolved`)
and the session continues on the normal rails, completing clean (no marker).
* **Nothing** — the window expires: un-defang to `enrollment_failed` with the original
`esp_terminal_failure` reason and
`advisoryReason=continue_anyway_observation_window_expired_without_completion_evidence`;
`LastFailureTrigger=EspTerminalFailure` keeps the likely-stuck app promotion on. Every
observed session therefore still gets a terminal verdict ≤ ~60 min after the failure.
Deadline-fire edge cases mirror the classic paths: desktop + unknown Hello promotes to
`AwaitingHello` with the HelloSafety window (never-observed promote), and enforcement
progress since arming re-arms the window (30-min re-arm, convergent) instead of failing a
device mid-"Try again".
## Status semantics
No new terminal status: the session is `Succeeded` + `EspSoftFailure=true` (user
decision 2026-08-08). Success-rate conventions stay untouched; honesty lives in the
badge, the detail banner, and ANALYZE-ESP-004 (which continues to fire on the un-defang
expiry path via `mayHaveContinuedAnyway`).
# Examples
Session `53d1e9f6-4eef-4f3b-a999-c63e96c5148d` (tenant c9787ba2, 2026-08-07) is the
motivating shape: DeviceSetup/Certificates failed at the 30-min wall while "Encompass
Hybrid Installer" was still installing, AccountSetup 0/5, Continue-Anyway allowed —
hard-failed under the default semantics.
Tests: `ContinueAnywayObservationTests` (DecisionCore.Tests) — defang, 60-min arming,
opt-out/scenario regressions, eager desktop completion with marker, clean-completion
marker absence, expiry un-defang, hello promotes, category recovery.
# Citations
* `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.Edge.cs` — arming site,
observation branches in `HandleAdvisoryCompletionDeadlineFired`,
`IsContinueAnywayObservationActive`.
* `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.Classic.cs` —
`HandleDesktopArrivedV1` observation completion, `BuildEnrollmentCompleteEffect`
soft-failure marker.
* `src/Backend/AutopilotMonitor.Functions/Services/EventIngestProcessor.Classification.cs`
/ `TableStorageService.Sessions.cs` — session stamping + index mirror.
* `src/Web/autopilot-monitor-web/components/SessionStatusBadge.tsx` — amber badge.
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---
type: Reference
title: V2 Agent — Decision Engine (DecisionCore)
description: The pure-reducer state machine that decides enrollment completion/failure — signals, state, effects, the A/B/C completion arms, and its invariants.
resource: /src/Shared/AutopilotMonitor.DecisionCore
tags:
- agent
- decision-engine
- reducer
- completion
timestamp: 2026-07-11T00:00:00+02:00
---
# V2 Agent — Decision Engine (DecisionCore)
DecisionCore (`src/Shared/AutopilotMonitor.DecisionCore`, netstandard2.0) is a **pure
reducer**: a deterministic state machine with no I/O, no clock reads, no threads. The
agent feeds it an ordered stream of *signals*; it returns a new immutable state plus a
list of *effects* the host must execute. Because it is pure, the same persisted signal
stream always reproduces the same journal and terminal outcome — that is what makes
crash recovery a replay instead of a guess (determinism guarantee "L.5",
`Engine/IDecisionEngine.cs`).
# The reducer contract
```
DecisionStep step = engine.Reduce(DecisionState oldState, DecisionSignal signal)
// DecisionStep = { NewState, Transition, Effects[] }
```
- `Reduce` never throws: a handler exception advances only bookkeeping and journals a
`reducer_exception` dead-end (fail-safe L.16).
- Dispatch is a switch on `(signal.Kind, signal.KindSchemaVersion)`; unknown pairs
become journaled dead-ends, never crashes.
- Every step yields a `DecisionTransition` journal record: `Taken` (state change vs
dead-end + reason), `StepIndex`, `FromStage/ToStage`, `Trigger`, `Guards`,
`ReducerVersion`.
# State
`DecisionState` (schema **v4**) is an immutable value object; "change" = builder copy.
Key content:
- Identity + progress: `SessionId`, `TenantId`, `Stage`, `Outcome`, `StepIndex`,
`LastAppliedSignalOrdinal`, `AgentBootUtc` (replay-safety anchor).
- **Facts** as `SignalFact<T>` — value **plus** `SourceSignalOrdinal` provenance, e.g.
`AccountSetupEnteredUtc`, `EspFinalExitUtc`, `DesktopArrivedUtc`, `HelloResolvedUtc`,
`ImeUserSessionCompletedUtc`, `HelloPolicyEnabled`, `HelloOutcome`.
- Aggregates: `AppInstallFacts`, `ScenarioProfile` + `ScenarioObservations`
(enrollment-scenario classification, monotonic), `ClassifierOutcomes`, `RealmJoinFacts`.
- `Deadlines` — active timers the host has been asked to arm.
Stages: `SessionStarted → EspDeviceSetup → EspAccountSetup → AwaitingHello →
AwaitingDesktop → Finalizing → Completed` (plus `Failed`, `WhiteGloveCandidate/Sealed`,
`AwaitingDeviceOnlyEsp` for self-deploying, and edge stages). Terminal =
`Completed | Failed | WhiteGloveSealed`. `Finalizing` is deliberately non-terminal
(grace window). Outcomes: `EnrollmentComplete`, `EnrollmentFailed`,
`WhiteGlovePart1Sealed`, `Aborted`, `AdminPreempted`.
# Signals
`DecisionSignal` is the only input. Fields: `Kind` + `KindSchemaVersion` (dispatch key),
`SessionSignalOrdinal` (monotonic, assigned **only** by the ingress worker — never by
collectors), `OccurredAtUtc`, mandatory `Evidence` (classified `Raw | Derived |
Synthetic` — a signal without evidence is a bug), `Payload` (string dict) and
`TypedPayload` (structured sidecar).
Signal kinds by family (`Signals/DecisionSignalKind.cs`):
- **Raw observations**: `EspPhaseChanged`, `EspExiting`, `EspResumed`,
`EspTerminalFailure`, `DesktopArrived`, `HelloResolved`, `ImeUserSessionCompleted`,
`DeviceSetupProvisioningComplete`, `AccountSetupProvisioningComplete`,
`AppInstallCompleted/Failed`, `AadUserJoinedLate`, `SystemRebootObserved`,
`EspConfigDetected`, `HelloPolicyDetected`, WhiteGlove + RealmJoin kinds, …
- **Synthetic**: `DeadlineFired` (scheduler timer), `ClassifierVerdictIssued`,
`EffectInfrastructureFailure`.
- **Lifecycle**: `SessionStarted`, `SessionAborted`, `AdminPreemptionDetected`.
- **`InformationalEvent`** — the single-rail pass-through: telemetry that must appear
on the Events timeline but never influences decisions.
**Ordering is the ingest ordinal, never wall-clock.** Replayed IME/CMTrace lines carry
backdated source timestamps; all before/after comparisons in the reducer therefore
compare `SourceSignalOrdinal`s (e.g. "final exit after AccountSetup entry").
# Effects — the only side-channel
`DecisionEffect` kinds and how the host's `EffectRunner` treats failures:
| Kind | Purpose | Failure class |
| --- | --- | --- |
| `ScheduleDeadline` / `CancelDeadline` | arm/cancel OS timers that come back as `DeadlineFired` | **critical** — failure aborts the session (a lost timer means silent parking) |
| `EmitEventTimelineEntry` | timeline events incl. terminal `enrollment_complete` / `enrollment_failed` | transient — retried 100/400/1600 ms |
| `PersistSnapshot` | hint to write the recovery snapshot | transient |
| `RunClassifier` | scenario classification; verdict returns as a `ClassifierVerdictIssued` signal | optional — exception ⇒ Inconclusive, never aborts |
Terminal and state-changing timeline effects carry a structured **audit trail** in
`TypedPayload` (built by `DecisionAuditTrailBuilder`): `decisionSource`, `trigger`,
`sessionStage`, `stepIndex`, `signalsSeen`, `signalEvidence`, `signalTimestamps`,
`scenario` — so every completion/failure in the portal is explainable from its own
event payload.
# Completion logic
## The A/B/C arms
The arms are **not** three pipelines — they are three alternative sufficient conditions
inside one guard, `ShouldTransitionToAwaitingHello`
(`Engine/DecisionEngine.Shared.cs`), which gates promotion out of the ESP stages toward
Hello/desktop completion:
- **Arm A — registry-strong AccountSetup success**: `AccountSetupProvisioningSucceededUtc`
is set (the ESP registry reported `categorySucceeded`). Merely *entering* AccountSetup
is insufficient — Shell-Core 62407 fires at every ESP page transition.
- **Arm B — SkipUser flow**: `ScenarioObservations.SkipUserEsp == true` — with no
User-ESP page, the first `esp_exiting` *is* the genuine final exit.
- **Arm C — 4-fact eager completion** (all four mandatory):
1. AccountSetup was entered, and
2. a post-AccountSetup ESP final exit occurred (ordinal-ordered), and
3. a *genuine* IME user-session completion (at-or-after the AccountSetup anchor —
guards against the `defaultuser0` ghost), and
4. a DAD-validated real-user desktop arrival.
Arm C applies eagerly the same conjunction the 30-minute `AdvisoryCompletion`
backstop would eventually trust.
**Layering note:** Arm C's app-install hardening lives in the **adapter**, not the
reducer. `ImeLogTrackerAdapter` defers posting `ImeUserSessionCompleted` while required
user-ESP Install-intent apps are still pending (IME logs "Completed user session" per
*pass*, not once per session — sessions 14690fc2/6cb01530). The reducer stays free of
app-pending guards; adapters sanitize evidence before it becomes a signal.
## Completion attempt sites and sequence
Completion can be attempted from whichever fact arrives last: `HelloResolved`,
`DesktopArrived` (including the Hello-disabled fast-path when `HelloPolicyEnabled ==
false` and an arm holds), `EspExiting`, `ImeUserSessionCompleted`,
`AccountSetupProvisioningComplete`, the Hello safety deadline, or the 30-minute
advisory backstop. All routes converge on `CompleteThroughFinalizingOrDefer`:
1. **Completion gates** (currently only the RealmJoin AND-gate): if RealmJoin was
detected and has no terminal outcome yet, completion is *deferred* — the session
stays in stage and emits `completion_waiting`. Three terminals open the gate:
`Resolved` (DeploymentPhase 110), `FirstDeploymentIncomplete` (phase left the
first-deployment window 100/101 for 200/210 without 110 — the RJ ESP was aborted,
typically by an interactive logon reclassifying the run as secondary-user; emits
the `realmjoin_first_deployment_incomplete` Warning, session 224b2087), and
`Timeout` (60-min deadline from detection). The abort rule reads the *persisted*
`RealmJoinFacts.LastDeploymentPhase` (updated by the typed `RealmJoinPhaseChanged`
signal), so it survives agent restarts — the `RealmJoinDetected` replay path
evaluates it too. A first observation of 210 does **not** release (RJ may have
completed before agent boot and deploy afterwards).
**Activity-based timeout extension** (report 55e6afd61c9d — a large RJ package
catalog outlived the 60-min window mid-install): when the timeout deadline fires
while the first deployment is demonstrably active — `LastDeploymentPhase` 100/101
*and* deployment activity (`RealmJoinPhaseChanged` or a package observation, tracked
in `RealmJoinFacts.LastActivityUtc`; the phase captured at detection deliberately
does not count) within the last 60 min — the handler re-arms the deadline to
`lastActivity + 60 min` instead of timing out, emitting an Info
`realmjoin_timeout_extended` event. Re-arms clamp to an absolute cap of
**detection + 4 h**. Package activity is only observable at package *completion*
(RJ writes the registry subkey when the install finishes), so a single install
that is registry-silent for over 60 min still times out — the eventual
`realmjoin_timeout` carries a `reason` payload (`hard_timeout` / `inactivity` /
`absolute_cap`) telling the three shapes apart. A stale fire of an older deadline
incarnation (armed due later than the fire time; `OccurredAtUtc = DueAtUtc` per
scheduler contract) dead-ends as `realmjoin_timeout_stale_superseded_by_rearm`.
The idle case (detected, no deployment activity ever) times out at 60 min
unchanged, and phase 200/210 activity never extends.
2. `Finalizing` stage + ~5 s `FinalizingGrace` deadline.
3. Grace fires → `Completed`, `EnrollmentComplete` outcome, `enrollment_complete`
timeline event with full audit payload.
**Self-deploying/kiosk** is a separate rail: no Hello, no user desktop —
`AwaitingDeviceOnlyEsp` with a detection deadline as the sole terminal entry, protected
by stale-fire and race guards. A registry-confirmed self-deploying profile also waives
IME false-positive AccountSetup entries.
# Invariants (violating any of these is a bug)
- **Post-terminal dispatch guard**: after `Completed`/`Failed`, every signal is a
bookkept dead-end — **except `InformationalEvent`** (single-rail pass-through must
keep flowing). `WhiteGloveSealed` is unguarded on purpose (Part 2 resumes fresh).
- **`InformationalEvent` never mutates decision state** — exactly one pass-through
timeline effect, payload copied 1:1.
- **`AadUserJoinedLate` is observation-only** — never completion evidence.
- **Hello policy is orthogonal to completion** — `HelloPolicyEnabled` tunes wait
cadence, never gates the outcome.
- **Raw IME "Completed user session" is weak evidence** — can run under `defaultuser0`;
only meaningful with a real-user desktop and the AccountSetup anchor (Arm C).
- **Deadline bases are floored at `AgentBootUtc`** — replayed backdated signals must
not arm past-due timers at boot.
- **Reducer-side deadline cancels need an explicit `CancelDeadline` effect** — a
builder-only removal leaves the OS timer live.
- **No silent parking**: a non-terminal post-AccountSetup session must always hold a
resolution-capable deadline; a 10-min dwell tripwire emits
`session_parked_without_deadline`.
# Hosting & threading (inside the agent)
Wired by `EnrollmentOrchestrator.Start` (`src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/`):
- `SignalIngress` — bounded queue (256, back-pressure) + **one** worker thread. Per
signal, in order: assign ordinals → `SignalLog.Append` (durable, *before* reducing;
append failure ⇒ reducer does not run, no ordinal gap) → `engine.Reduce` →
`DecisionStepProcessor.ApplyStep`.
- `DecisionStepProcessor.ApplyStep` (same thread, no locks): journal append (the only
hard-throwing path; 3 consecutive failures escalate to quarantine) → effects run
synchronously via `EffectRunner` → best-effort snapshot → advance `CurrentState` →
one-shot terminal-stage hook (raises the agent's `Terminated` event off-thread).
- The `DeadlineScheduler`'s `Fired` event loops back in as synthetic `DeadlineFired`
signals.
- On restart, `RecoveryCoordinator` folds the persisted signal log through a transient
`new DecisionEngine()` before the live pipeline starts — see
[logs & persistence](logs-and-persistence.md).
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---
type: concept
title: Diagnostics Package
description: What the agent's diagnostics ZIP contains and why — the built-in section catalog shared with the portal, the RealmJoin and Device Preparation collection gates, the configured-path guards, caps, and the package manifest.
resource: agent
tags: [diagnostics, realmjoin, device-preparation, guardrails, portal]
timestamp: 2026-08-23
---
# Schema
The diagnostics package is the agent's last-resort support artifact: a ZIP built in memory
by `DiagnosticsPackageService.BuildArchiveBytes` and uploaded through a short-lived SAS
URL at the end of a session, at the WhiteGlove seal (`Always` mode) or on a server-requested
on-demand collection ([server actions](../backend/server-actions-on-demand-diagnostics.md)).
## Archive layout
```
sessioninfo.txt session/tenant/device/outcome, hardware via WMI
<built-in sections> catalog order, see below
AdditionalLogs/<last folder>/ admin-configured paths (global ∪ tenant)
package-manifest.txt every packaging decision (always written)
_TRUNCATED.txt only when a cap skipped something
```
## The built-in catalog is the single source of truth
Everything the package collects **before** any configured path is data, not code paths:
`DiagnosticsBuiltInSections.All` in Shared (`Models/Diagnostics/DiagnosticsBuiltInSections.cs`).
The agent iterates it in order; the backend serves the same list to the portal
(`GET /api/diagnostics/paths`, MemberRead) so what administrators see is exactly what the
agent does. There is no second copy to drift.
| Id | ZIP folder | Source (unexpanded) | Patterns | Recursive | Condition |
| --- | --- | --- | --- | --- | --- |
| AgentLogs | `AgentLogs` | `%ProgramData%\AutopilotMonitor\Logs` | log patterns | no | Always |
| ImeLogs | `ImeLogs` | `%ProgramData%\Microsoft\IntuneManagementExtension\Logs` | log patterns | no | Always |
| ImeBootstrapperEventLog | `ImeLogs` | `C:\Windows\System32\winevt\Logs` | `BootstrapperAgentServiceLogProvider.evtx` | no | DevicePreparation |
| AgentState | `AgentState` | `%ProgramData%\AutopilotMonitor\State` | log patterns + `*.complete`, `*.marker` | yes | Always |
| AgentSpool | `AgentSpool` | `%ProgramData%\AutopilotMonitor\Spool` | `*.jsonl`, `*.json` | no | Always |
| AgentMarkers | `AgentMarkers` | `%ProgramData%\AutopilotMonitor` | `*.complete`, `*.marker` | no | Always |
| RealmJoinWindows | `RealmJoinLogs/Windows` | `C:\Windows\Logs` | `realmjoin*.log` | no | RealmJoinWatcher |
| RealmJoinPackages | `RealmJoinLogs/Windows/RealmJoin` | `C:\Windows\Logs\RealmJoin` | `*.log` | yes | RealmJoinWatcher |
| RealmJoinChoco | `RealmJoinLogs/Choco` | `%ProgramData%\RealmJoin\choco\logs` | `*.log` | yes | RealmJoinWatcher |
| RealmJoinUserTray | `RealmJoinLogs/User` | `%LOGGED_ON_USER_PROFILE%\AppData\Local\RealmJoin` | `tray*.log` | no | RealmJoinWatcher |
| RealmJoinUserLogs | `RealmJoinLogs/User/Logs` | `%LOGGED_ON_USER_PROFILE%\AppData\Local\RealmJoin\Logs` | `*.log` | yes | RealmJoinWatcher |
"Log patterns" = `*.log *.txt *.json *.jsonl *.etl *.evtx *.xml *.csv *.cab`. The five
`Always` sections are the historical layout (PR1-B forensics) and are lock-tested in order;
the RealmJoin ZIP layout mirrors the disk (`C:\Windows\Logs\{realmjoin*.log, RealmJoin\…}` →
`RealmJoinLogs/Windows/…`, `%LOCALAPPDATA%\RealmJoin\{tray*.log, Logs\…}` →
`RealmJoinLogs/User/…`), so a flat section and a tree section never produce the same entry
name. Two sections may share a ZIP folder only when they read different source folders
(`ImeLogs` + the bootstrapper evtx) — `(ZipFolder, SourceFolder)` pairs are unique.
### Conditions
`DiagnosticsSectionCondition` is evaluated by the agent (`IsSectionActive`, pure) against its
effective configuration and the enrollment scenario; unknown values fail closed.
* **RealmJoinWatcher** — the tenant's RealmJoin Watcher toggle
(`AnalyzerConfiguration.EnableRealmJoinWatcher`). The package service only sees
`AgentConfiguration`, so `RemoteConfigMerger` mirrors that one Analyzers knob onto
`AgentConfiguration.EnableRealmJoinWatcher` (the RealmJoin host keeps reading the remote
block). Deliberately NOT additionally gated on the compile-time `RealmJoinTrackingEnabled`
kill switch: if the live watcher is ever disabled, the logs become more useful, not less.
No ConfigVersion bump — no new wire field.
* **DevicePreparation** — `EnrollmentRegistryDetector.IsDeterministicDevicePreparation()`,
the same deterministic `DevicePreparation\BootstrapperAgent\ExecutionContext` marker every
other WDP gate keys on ([WDP scenario gates](wdp-scenario-gates.md)); CloudAssigned*
fallback rules count as Classic. The probe is a registry read, evaluated once per build
(`SCENARIO: devicePreparation=… realmJoinWatcher=…` in the manifest); a probe failure is
treated as Classic and logged — the evtx export is skipped, never the package. The channel
is exclusively locked while active, so the existing `wevtutil epl` export path
(`ResolveChannelForEvtxFile`, field case 2026-08-17) handles it.
Inactive sections are never silent: `BUILT-IN SKIPPED (RealmJoin Watcher disabled): <Id>`,
`BUILT-IN SKIPPED (not a Device Preparation enrollment): <Id>`,
`BUILT-IN SKIPPED (no user session for token): <Id> '<source>'` (the
`%LOGGED_ON_USER_PROFILE%` token resolves via `UserProfileResolver` only once an
interactive user exists — identical to configured paths). Active ones log
`BUILT-IN: <Id> -> folder='…' zip='…' recursive=…` followed by the per-pattern
`ADDED / NO MATCH / FOLDER MISSING` lines.
## Built-ins bypass the configured-path guards — on purpose
`DiagnosticsPathGuards` ([gather-rule guardrails](../rules/gather-rule-guardrails.md))
validates **admin-typed** paths: allowlisted prefixes, wildcard only in the last segment,
`C:\Users` blocked except the token's `AppData\Local|Roaming`. The catalog is reviewed code,
exactly like the five sections that never went through the guard before — and
`%ProgramData%\RealmJoin` is not on the allowlist at all. What does apply to every section:
the reparse-point skip (files and directories), the `.evtx` channel export, and the caps
(100 MB per file, 500 MB total, 5000 files) tracked globally across sections by
`BudgetTracker`, with every skip recorded in the manifest and `_TRUNCATED.txt`.
## Configured paths: global ∪ tenant
`GetAgentConfigFunction.MergeDiagnosticsLogPaths` sends global paths (Global Admin,
`AdminConfiguration.DiagnosticsGlobalLogPathsJson`) first, then tenant paths
(`TenantConfiguration.DiagnosticsLogPathsJson`), dropping blank entries and collapsing
duplicates (trimmed, case-insensitive) onto the first occurrence — a path present in both
lists used to produce duplicate ZIP entry names. The agent keys each entry's ZIP folder on
the last directory name (`AdditionalLogs/<folder>`), so two configured paths ending in a
same-named folder share one ZIP folder.
## Portal surfaces
* Global Admin → Settings → Diagnostics Log Paths: the built-in catalog (collapsed, read-only,
neutral condition pills) above the editable global list; add-row first.
* Tenant → Settings → Agent → Diagnostics Package: built-in catalog (header carries the
tenant's persisted RealmJoin Watcher state, RealmJoin rows show on/off), the global paths
read-only, then the tenant's own entries; every role with a tenant membership can read the
catalog (the route is MemberRead, JWT-scoped). One line per entry (`DiagnosticsPathRow`),
full values in tooltips.
## Test seams
* `DiagnosticsPackageService` internal ctor: the five historical folder overrides map onto
catalog ids; `sectionFolderOverrides` covers any other section; `devicePreparationProbe`
replaces the registry read (seam callers default to "not WDP", so existing rigs never touch
the registry). `UserProfileResolver.SetForTesting(path|null)` / `Reset()` drive the token.
* Catalog invariants live in the backend test project (`DiagnosticsBuiltInSectionsTests`),
because Shared has no test project.
# Examples
A RealmJoin tenant (watcher on) with a signed-in user: `RealmJoinLogs/Windows/realmjoin.log`,
`RealmJoinLogs/Windows/RealmJoin/Packages/<pkg>/<timestamp>_install.log`,
`RealmJoinLogs/Choco/<pkg>/<timestamp>_install.log`, `RealmJoinLogs/User/tray.log`,
`RealmJoinLogs/User/Logs/RjImeHost.log`. The same tenant's package collected before the
desktop: the two `User` sections appear as `BUILT-IN SKIPPED (no user session for token)`.
A Classic enrollment: `BUILT-IN SKIPPED (not a Device Preparation enrollment):
ImeBootstrapperEventLog`. A tenant that had added
`%LOGGED_ON_USER_PROFILE%\AppData\Local\RealmJoin\Logs\*.log` manually keeps working — the
files simply appear twice (`AdditionalLogs/Logs/…` and `RealmJoinLogs/User/Logs/…`) until the
entry is removed.
# Citations
* `src/Shared/AutopilotMonitor.Shared/Models/Diagnostics/DiagnosticsBuiltInSections.cs` — the catalog
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Runtime/DiagnosticsPackageService.cs` — `BuildArchiveBytes`, `AddBuiltInSection`, `IsSectionActive`, caps, evtx export
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Configuration/RemoteConfigMerger.cs` — `EnableRealmJoinWatcher` mirror
* `src/Backend/AutopilotMonitor.Functions/Functions/Diagnostics/GetDiagnosticsPathsFunction.cs` — `GET diagnostics/paths`
* `src/Backend/AutopilotMonitor.Functions/Functions/Config/GetAgentConfigFunction.cs` — `MergeDiagnosticsLogPaths`
* `src/Web/autopilot-monitor-web/components/diagnostics/` — `DiagnosticsPathRow`, `BuiltInSectionsList`, `builtInSectionDisplay`
* Tests: `DiagnosticsPackageServiceTests` (RealmJoin on/off, no user session, bootstrapper evtx, probe failure), `DiagnosticsBuiltInSectionsTests`, `GetDiagnosticsPathsPayloadTests`, `GetAgentConfigFunctionTests.MergeDiagnosticsLogPaths_*`
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---
type: Concept
title: DO GroupId Auto-Set — Delivery Optimization peering group from a network fingerprint
description: EnableDoGroupIdAutoSet (ConfigVersion 40) makes the agent set the DOGroupId policy value to a deterministic GUID derived from the default gateway's IPv4 address and MAC (RealmJoin-compatible byte layout), so devices on the same local network form one DO peering group during enrollment; foreign DOGroupId/DOGroupIdSource policies always win.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Transport/DoGroupIdService.cs
tags:
- agent
- delivery-optimization
- network
- tenant-configuration
timestamp: 2026-08-21T00:00:00+02:00
---
# DO GroupId Auto-Set
## Schema
### The problem
With Delivery Optimization download mode Group (2), peering is scoped by GroupId. When no
GroupId is configured, Windows derives it from AD site → authenticated domain SID → Entra
tenant ID — for a cloud-native tenant that means **one tenant-wide group**, so "peers on
the same network" degrades to "peers anywhere in the tenant" and DO's cloud service has to
match them by public IP. A GroupId derived from the local network makes the group exactly
"devices behind the same gateway" — including branch offices behind NAT. RealmJoin ships
this as its network-fingerprint GroupId; our agent is on the device even earlier (during
ESP, when the big app downloads actually happen), so it can seed the same value for
Autopilot enrollments.
### The setting
`TenantConfiguration.EnableDoGroupIdAutoSet` (`bool?`, default null→false), served as
`AgentConfigResponse.EnableDoGroupIdAutoSet` — **ConfigVersion 40**. Portal: Settings →
Agent → Settings, toggle "Set Delivery Optimization Group ID", stored via the usual
tenant-config roundtrip (`TableConfigRepository` Store+Map). Also shown in the admin
tenant-config report. `RemoteConfigMerger` maps the bool 1:1; it survives the offline
config cache like every plain feature flag.
The agent does NOT configure `DODownloadMode` — the fingerprint GroupId only has an
effect when the tenant already deploys download mode Group (2) via Intune/GPO.
### The fingerprint
`DoGroupIdService.ComputeGroupId(ipv4Bytes, macBytes)` builds a 16-byte GUID:
```
{101,48,6} + {0,0,0} + {ip[1], 0, ip[2], ip[3]} + mac[0..5] → new Guid(byte[16])
```
Gateway discovery reuses the shared `NetworkInterfaceLocator` heuristic (Up, not
Loopback/Tunnel, non-0.0.0.0 gateway; IPv4 gateway required), the gateway MAC comes from
`ArpNativeMethods` (`iphlpapi!SendARP`). The byte layout — including the IP shuffle and
the zero padding — is **RealmJoin-compatible and must never change**: devices managed by
RealmJoin on the same network compute the identical GUID and peer with ours. The registry
value is written as `Guid.ToString()` (braceless lowercase), identical to RealmJoin's
`SetValue(name, Guid)` string form. Deliberate divergence from RealmJoin: **no
random-GUID fallback** — a random per-device ID would isolate the device in a one-member
group, which is worse than the OS default grouping, so no gateway/no MAC means skip.
### Ownership + conflict rules (never fight a foreign policy)
Target: `HKLM\SOFTWARE\Policies\Microsoft\Windows\DeliveryOptimization\DOGroupId`
(64-bit registry view — the Policies store is WOW64-redirected; key paths reused from
`DoThrottlePolicyReader`). Only this GPO-store value is written; the legacy pre-1607
`GroupId` value name is intentionally not.
Skip conditions (Info event with `skipReason`, nothing written):
| skipReason | Meaning |
|---|---|
| `no_ipv4_gateway` | No active interface with an IPv4 default gateway |
| `arp_failed` | Gateway MAC could not be resolved via SendARP |
| `group_id_source_policy` | `DOGroupIdSource` configured in GPO or MDM store (dynamic group source wins) |
| `mdm_policy_present` | `DOGroupId` managed via the Policy CSP store (Intune owns it) |
| `foreign_value_present` | Existing GPO value neither matches the computed GUID nor the one we last wrote |
Ownership is tracked through the `StartupEventGate` fingerprint for the
`do_group_id_auto_set` key: `written:<guid>` records the GUID we last wrote, so after a
gateway change the agent recognizes its own stale value and updates it — while a value
written by anyone else is never overwritten (`DecideAction`: empty→write, equal→no-op,
ours→update, else→skip; unparseable existing values count as foreign). Every write is
verified by readback.
### The event
One `do_group_id_auto_set` event per outcome change (Source `StartupEnvironmentProbes`,
gated on the fingerprint — unchanged reruns across reboots stay silent; errors never
latch, so each failing start keeps its retry trail). Severity: Info for
success/skip, Warning for errors. Data: `groupId`, `previousValue`, `gatewayIp`,
`gatewayMac`, `written`, `skipped`, `skipReason`, `success`, `error`.
## Examples
First boot on a network with gateway `192.168.178.1` / MAC `00-11-22-33-44-55`:
```
do_group_id_auto_set (Info): Delivery Optimization GroupId set to
00063065-0000-00a8-b201-001122334455 (gateway 192.168.178.1)
```
Tenant already deploys a DO GroupId via Intune:
```
do_group_id_auto_set (Info): Delivery Optimization GroupId not set: mdm_policy_present
```
## Citations
* Service (fingerprint, ownership, write+readback): `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Transport/DoGroupIdService.cs`
* ARP interop: `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Interop/ArpNativeMethods.cs`
* Probe wiring + event + fingerprint dedup: `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Runtime/StartupEnvironmentProbes.cs`
* Backend serve + ConfigVersion: `../../src/Backend/AutopilotMonitor.Functions/Functions/Config/GetAgentConfigFunction.cs`
* DO policy stores (key paths, Registry64 rationale): `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Periodic/DoThrottlePolicyReader.cs`
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---
type: Concept
title: Agent Endpoint Migration — Config-Channel Re-Home
description: How the backend re-homes agents to a new API base URL (backend move or per-tenant region move) via MigrateToApiBaseUrl on the agent config response, and why HTTP redirects were rejected.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Configuration/EndpointMigration.cs
tags:
- agent
- backend
- config
- migration
- security
timestamp: 2026-07-18T00:00:00+02:00
---
# Problem
The agent's API base URL is compiled into the binary (`Constants.ApiBaseUrl`). No DNS/domain
indirection is possible in front of the API: mTLS client-cert auth does not survive a reverse
proxy (Front Door), and Flex Consumption custom-domain TLS is broken. A backend move (like the
2026-07-18 WEU→GWC subscription migration) therefore hard-cuts every deployed agent still
pointing at the old hostname. In-flight agents self-terminate safely (local MaxLifetime watchdog
+ CleanupService), but their sessions are lost and a per-tenant region move (EU→US) has no
mechanism at all.
# Mechanism
`AgentConfigResponse.MigrateToApiBaseUrl` — served on `GET /api/agent/config` (incl. the
bootstrap wrapper), the same control channel as the kill switch, fetched at every agent
process start.
Agent flow (`Program.RunAgent`, Phase 4):
1. Config fetched from the compiled-in (old) base URL.
2. Kill-switch check runs FIRST — **kill wins over migrate**.
3. `AgentRuntimeConfig.Resolve` detects the migration signal directly after the fetch and
returns early, BEFORE merge / binary-integrity / bootstrap-cleanup — none of those side
effects may run against a config from the backend being abandoned (a migration stub may
advertise stale agent hashes; a spurious `IntegrityCheckFailed` + force-update would be
harmful).
4. `Program.RunAgent` swaps `AgentConfiguration.ApiBaseUrl`, disposes the old client stack,
rebuilds Phase 3 (auth clients) and re-runs Phase 4 against the new URL —
`allowEndpointMigration: false`, so the new backend's config **cannot chain a second hop**.
5. Kill-switch check runs again on the NEW backend's config; startup continues normally
(Phase 5+ builds mTLS/telemetry clients from the updated base URL).
# Hardening (mirrors the kill switch)
* **Live fetch only** — the on-disk config cache strips `MigrateToApiBaseUrl` on write AND
read (`RemoteConfigService.CacheConfig` / `LoadCachedConfig`); `EndpointMigration.ResolveTarget`
re-checks `LastFetchOutcome == Succeeded` as defence-in-depth. A planted cache file can
never re-home an agent.
* **Allowlist validated on BOTH sides** — `AgentEndpointMigrationRules` (Shared, single
source): https only, host must end in `.azurewebsites.net` on a label boundary, no
path/query/userinfo/port. The backend refuses to serve an invalid admin value
(`AgentMigrateRejected` warning); the agent refuses to honour one even if the backend was
compromised.
* **One hop, no loops** — second Resolve pass never migrates; a target equal to the current
base URL is a no-op (steady state during the migration window).
# Operation
Global admin settings (`AdminConfiguration`, admin portal → Global Settings):
* `AgentMigrateApiBaseUrl` — global target, set on the backend being **abandoned**; clear it
after the migration window.
* `AgentMigrateTenantOverridesJson` — JSON object `tenantId → URL` for per-tenant moves.
An entry with an **empty string** pins that tenant against the global target (staged rollout).
Overrides win over the global value.
Delivery evidence: every served target logs `AgentMigrateServed` (Warning — reaches App
Insights) with tenant, serial, agent version and target. Agent-side, the re-home is logged as
`Endpoint migration: backend re-homed this agent from … to …`.
Reach limitation: agents that cannot complete an authenticated config fetch (e.g. cert-broken
devices) never see the signal — they fall back to the local MaxLifetime/emergency-break
lifecycle. During a migration window the old backend must keep running as a serving stub;
keeping the old `*.azurewebsites.net` name parked afterwards also prevents hostname
re-registration by third parties while stragglers drain.
# Citations
* `src/Shared/AutopilotMonitor.Shared/Services/AgentEndpointMigrationRules.cs` — shared validation rules
* `src/Shared/AutopilotMonitor.Shared/Models/Config/AgentConfigResponse.cs` — wire field
* `src/Backend/AutopilotMonitor.Functions/Functions/Config/GetAgentConfigFunction.cs` — `ResolveMigrateTarget` + serving (ConfigVersion 33)
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Configuration/EndpointMigration.cs` — agent-side evaluation
* `src/Agent/AutopilotMonitor.Agent.V2/Runtime/AgentRuntimeConfig.cs` — early return before merge/integrity
* `src/Agent/AutopilotMonitor.Agent.V2/Program.cs` — one-hop rebuild in `RunAgent`
* Tests: `AgentEndpointMigrationTests` (backend), `EndpointMigrationTests` + `RemoteConfigServiceCacheHardeningTests` (agent)
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---
type: Concept
title: ESP Policy-Provider Stall Detection — the no-timeout Setup/Apps wait and the co-management Sidecar gap
description: Why the ESP's Apps wait is keyed to the Intune-registered "Sidecar" provider by name — a foreign provider (ConfigMgr) with TrackingPoliciesCreated=1 does not satisfy it — plus the classic never-completes stall, and how the always-on two-arm esp_policy_provider_stalled tripwire (reason=provider_incomplete | sidecar_provider_missing, 15-min wall-clock dwell, StartupEventGate cross-restart dedup) surfaces both.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/EspPolicyProviderProbe.cs
tags:
- agent
- esp
- enrollment-status-tracking
- co-management
- stall-detection
timestamp: 2026-07-24T00:00:00+02:00
---
# ESP Policy-Provider Stall Detection
## Schema
The Enrollment Status Page decides when its "Apps" category may progress from
"Identifying" using the **EnrollmentStatusTracking CSP**
(<https://learn.microsoft.com/en-us/windows/client-management/mdm/enrollmentstatustracking-csp>),
mirrored in the registry under
`HKLM\SOFTWARE\Microsoft\Windows\Autopilot\EnrollmentStatusTracking\{Device|<UserSID>}\…`.
Two contracts matter:
1. **`Setup/Apps/PolicyProviders/<Name>`** — per the CSP doc: *"Existence of this node
indicates to the ESP that it shouldn't show the tracking status message until the
TrackingPoliciesCreated node has been set to true."* This wait has **no timeout**. A
registered provider that never sets `TrackingPoliciesCreated=1` parks the ESP at
"Apps (Identifying)" indefinitely — observed for days in the field. Exists in device
scope (`Device`) and user scope (`S-<SID>`, appears at sign-in).
2. **`DevicePreparation/PolicyProviders/<Name>/InstallationState`** — must reach 2
(NotRequired) or 3 (Completed); 1=NotInstalled, 4=Error. Device scope only. The ESP
applies a default 15-minute timeout here, so these stalls self-surface as ESP errors —
the detector still records them for the diagnostic trail.
Known provider names: **`Sidecar` is the Intune Management Extension** (the CSP doc names
"Intune's agents, such as SideCar"); **`ConfigMgr`** is the Configuration Manager client,
registered during Autopilot-into-co-management — the troubleshooting section of
<https://learn.microsoft.com/en-us/intune/configmgr/comanage/autopilot-enrollment> queries
exactly these registry paths. The same document states that ESP policy providers **are not
aware of each other** and that **pre-provisioning is unsupported** with Autopilot into
co-management.
## The field case (issue #106)
A tenant pre-provisions devices and installs the ConfigMgr client as a blocking app.
Occasionally the user-phase ESP reaches "Apps (Identifying)" and never leaves it — for
hours to days. On those devices `Device\Setup\Apps\PolicyProviders` contains **only a
`ConfigMgr` key (no `Sidecar`)** — and, per the customer's follow-up, **`TrackingPoliciesCreated=1`
IS set under it**. The provider is "complete" by the CSP value contract, yet the ESP
still waits. Manually renaming the key to `Sidecar` — which creates no tracking entries,
only satisfies the name — unblocks the ESP instantly.
The naive CSP-doc reading ("any provider with TrackingPoliciesCreated=1 satisfies the
wait") is therefore wrong for this case. What the evidence supports instead: provider
nodes are registered **by the Intune service at enrollment**, and its ESP-policy WAP
payload always registers `Sidecar` (ConfigMgr joins only via a co-management settings
policy — see the payload documented by Niehaus). The ESP waits on the provider it
expects **by name**; a foreign provider occupying the slot does not satisfy it,
regardless of its completion values. On the affected devices the CM client (installed
as a plain Win32 app, no co-management settings policy) evidently displaced the
Sidecar node — consistent with Microsoft's warning that providers "aren't currently
aware of others" and that pre-provisioning is unsupported with co-management. The exact
CloudExperienceHost mechanism is not publicly documented; the registry signature —
setupApps providers present, `Sidecar` absent — is deterministic either way.
## Detection
`EspPolicyProviderProbe` (fail-soft, static, `ScopedOverride` test seam — structural clone
of `EspTrackingInfoProbe`) enumerates all providers in both kinds and scopes.
`EspPolicyProviderStallDetector` evaluates a pure transition function on a 60-second tick
from the always-on `EspPolicyProviderStallHost` — **two arms**, same 15-minute wall-clock
dwell, one shared event type discriminated by `reason`:
* **Arm 1, `reason=provider_incomplete`** — a provider **continuously incomplete for
≥ 15 minutes**. The dwell clock starts at first incomplete observation and resets on
completion or disappearance. Missing values parse as incomplete
(fail-toward-observation). Catches e.g. Sidecar itself never reporting.
* **Arm 2, `reason=sidecar_provider_missing`** — **≥ 1 `Setup\Apps` provider registered
but none named `Sidecar`**, continuously for ≥ 15 minutes. Deliberately ignores
provider completeness (the field case had `TrackingPoliciesCreated=1`). Sidecar
registering later — the legitimate startup ordering — clears the condition and resets
the clock. DevicePreparation-only snapshots don't activate it.
* When both arms cross in the same round, ONE event is emitted and
`sidecar_provider_missing` wins as `reason` (it explains the hang regardless of the
foreign provider's state).
* Missing root key / empty provider list = normal early enrollment: clears all dwell
state (both arms), never fires.
* One `esp_policy_provider_stalled` **Warning** per newly stalled condition set
(`ImmediateUpload`), one-shot per condition in-process, cross-restart deduped via a
`StartupEventGate` fingerprint over the sorted currently-active fired conditions
(provider keys + a `sidecarMissing` sentinel) — a restart into the same stall stays
silent, a new condition joining re-reports.
* Payload: `reason`, `providers[]` (full table: name, scope, kind, raw values, complete
flag), `stalledProviders[]` with `stalledForMinutes`, `sidecarMissingForMinutes`
(arm 2 only), `sidecarRegistered`, `dwellMinutes`.
* **Purely observational**: emitted via `InformationalEventPost` (dispatch-guard exempt
pass-through) — never touches decision state. No config toggle, no ConfigVersion bump
(precedent: `disk_space_low`).
Deliberately **not** built on `StallProbeCollector` (its idle clock resets on any session
activity — a provider stall coexists with a chatty session) and not on the periodic
collectors (idle-stopped after 15 minutes — exactly the dormant window the dwell must
observe).
## Guardrail companion
`rules/guardrails.json` allow-lists `SOFTWARE\Microsoft\Windows\Autopilot` (category
"Autopilot / OOBE / Setup") so tenants can build their own gather rules on the subtree —
e.g. a `not_exists` registry rule on the `Sidecar` provider key. The subtree carries
deployment state only (provider registrations, tracking lists, app IDs, per-user SIDs);
sensitivity is at or below existing entries. Enforcement is agent-side (embedded
resource), so both the detector and the guardrail change ship with the agent release.
## Examples
Customer-case event (abbreviated) — note the provider is "complete" by CSP values, the
hang is carried entirely by `reason=sidecar_provider_missing`:
```json
{
"eventType": "esp_policy_provider_stalled",
"severity": "Warning",
"data": {
"reason": "sidecar_provider_missing",
"dwellMinutes": 15,
"sidecarRegistered": false,
"sidecarMissingForMinutes": 15.0,
"providers": [
{ "name": "ConfigMgr", "scope": "device", "kind": "setupApps",
"trackingPoliciesCreated": 1, "installationState": null, "complete": true }
],
"stalledProviders": []
}
}
```
`reason=sidecar_provider_missing` is the co-management signature;
`reason=provider_incomplete` with `sidecarRegistered=true` covers a stalled Sidecar or
third-party provider — the generalized contract violation.
# Citations
* EnrollmentStatusTracking CSP — <https://learn.microsoft.com/en-us/windows/client-management/mdm/enrollmentstatustracking-csp>
* Windows Autopilot into co-management (requirements, provider-conflict warning, troubleshooting registry paths) — <https://learn.microsoft.com/en-us/intune/configmgr/comanage/autopilot-enrollment>
* Troubleshoot the ESP (models app tracking exclusively via the `Sidecar` subkey) — <https://learn.microsoft.com/en-us/troubleshoot/mem/intune/device-enrollment/understand-troubleshoot-esp>
* Niehaus: the Intune ESP-policy WAP payload registering the provider nodes (`Sidecar` always, `ConfigMgr` only with a co-management settings policy) — <https://oofhours.com/2023/08/25/run-an-sccm-task-sequence-during-autopilot/>
* Niehaus: ESP tracks arbitrarily named providers when they are properly registered — <https://oofhours.com/2023/09/18/track-anything-using-esp/>
* Agent code: `EspPolicyProviderProbe.cs`, `EspPolicyProviderStallDetector.cs`, `EspPolicyProviderStallHost.cs` (SystemSignals / Orchestration.Hosts)
* Related: [MDM Reboot Coalescing](mdm-reboot-coalescing.md), [Gather-Rule Guardrails](../rules/gather-rule-guardrails.md)
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---
type: Concept
title: Gather Rule Debug Log — the per-tenant evaluation trace for rules that produce nothing
description: EnableGatherRuleDebugLog (ConfigVersion 36) makes the agent write a local trace file explaining every gather-rule evaluation decision — scope skips, missing intervalSeconds, on_change suppression, empty collector results, logparser position/parse-mode/no-match outcomes — so customers can self-diagnose rules that never show up in the timeline.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleDebugLog.cs
tags:
- agent
- gather-rules
- diagnostics
- tenant-configuration
timestamp: 2026-07-28T00:00:00+02:00
---
# Gather Rule Debug Log
## Schema
### The problem
A gather rule that produces no timeline events is indistinguishable from a rule that
never ran. The pipeline has many *silent-nothing* exits — before this feature, none of
them were visible to the customer:
| # | Decision point | Where |
|---|---|---|
| 1 | Rule delivered but `Enabled=false` | `GatherRuleExecutor.UpdateRules` |
| 2 | `trigger=interval` without `intervalSeconds` — never runs | `UpdateRules` timer filter |
| 3 | Interval timer's first tick comes only after one **full** interval | `UpdateRules` timer creation |
| 4 | Out of phase scope (`activePhases` / `activeFromPhase` not latched); incl. `currentPhase=Unknown` before the first phase signal | `IsRuleInScopeLocked` |
| 5 | phase_change / phase_exit dedup — once per (rule, phase) | `OnPhaseChanged` |
| 6 | Collector returned an **empty** result (e.g. `emitOnlyIfExists=true` and target absent) | `ExecuteRule` |
| 7 | `emit_mode=on_change` — result hash unchanged, emit suppressed | `ShouldEmitOnChange` |
| 8 | Guard blocked the target (emits `security_warning`, but the rule yields no data) | `GatherRuleContext.EmitSecurityWarning` |
| 9 | logparser: no files matched, position tracker says nothing new, regex no-match, plain-text file parsed in default `cmtrace` mode, `maxLines` cap, wildcard capped at 20 files | `LogParserCollector` |
| 10 | Rule execution threw (agent log had only the message, no stack) | `ExecuteRule` catch |
### The setting
`TenantConfiguration.EnableGatherRuleDebugLog` (`bool?`, default null→false), served to the
agent as `AgentConfigResponse.EnableGatherRuleDebugLog` — **ConfigVersion 36**. Portal:
Settings → Agent → Settings, toggle "Gather Rule Debug Log", stored via the usual
tenant-config roundtrip (`TableConfigRepository` Store+Map). Also shown in the admin
tenant-config report.
`RemoteConfigMerger` projects the bool onto a runtime path (same pattern as
`EnableImeMatchLog`): `true` → `Constants.GatherRuleDebugLogPath` =
`%ProgramData%\AutopilotMonitor\Logs\gather-rules-debug.log`; `false` → null, unless a
`--gather-debug-log <path>` CLI override supplied a non-default path. The field is not
security-sensitive and deliberately **survives the offline config cache**.
### The trace file
`GatherRuleDebugLog` is an append-only writer held by `GatherRuleExecutor` and exposed
to collectors via `GatherRuleContext.DebugLog(ruleId, stage, message)` (null-safe no-op
when disabled — zero cost on the normal path). Line format:
```
2026-07-28T09:15:02.123Z | RULE-ID | stage | message
```
Stages: `config` (registration summary per rule, header, zero-rules note), `phase`
(enrollment-phase transition marker `phase change: Old -> New`, ruleId `-` — every
rule-level line below it reads against the new phase), `trigger` (timer scheduled,
phase/event fired, dedup), `scope` (skips with reason incl. current phase), `exec`
(execution start), `collector` (null/empty results with likely cause), `guard`
(allowlist block), `emit` (event emitted, hash change), `suppress` (on_change
suppression with hash prefix + streak), `logparser` (per-file outcome: lines read,
position range, match count, parse failures, regex timeouts, mode; plus the
`format=text` hint when every line fails CMTrace parsing; plus one line **per regex
match** — line number, matched text, capture groups — capped at 10 per file per run),
`error` (full exception **with stack trace** — the agent log keeps only the message;
an invalid logparser regex is reported here including the offending pattern string).
Volume control: 10 MB cap with a single `.old` rotation generation (~20 MB worst case).
Every write failure is swallowed — tracing must never break gathering. The trace never
leaves the device on its own — but because it lives in the agent log folder
(`Constants.LogDirectory`), the diagnostics package (`DiagnosticsPackageService`,
`*.log` pattern, `AgentLogs/` section) picks it up automatically, so a customer-initiated
diagnostics upload hands the trace to support without manual copying.
### Semantics
* **No hot-reload** — the flag is consumed once when `DefaultComponentFactory` builds
the `GatherRuleExecutorHost` at session start (per-enrollment lifecycle, same as
`EnableImeMatchLog`). Enable it in the tenant, then the *next* enrollment writes the
trace.
* **Zero-rules case is traced too** — flag on + backend delivered no gather rules →
a one-shot standalone `config` line, so the file is never just absent.
* **`--run-gather-rules` always traces** (operator diagnostic mode; CLI override or
default path) and mirrors every line to the console under `--console`.
## Examples
A logparser rule with `emit_mode=on_change` that "delivers nothing" becomes:
```
... | LP-01 | config | registered: trigger=interval, collector=logparser, target=C:\...\app.log, unscoped, emitMode=on_change, interval=300s
... | LP-01 | trigger | interval timer scheduled every 300s (first run after one full interval — no immediate execution)
... | - | phase | phase change: DeviceSetup -> AccountSetup
... | LP-01 | exec | executing: collector=logparser, target=C:\...\app.log
... | LP-01 | logparser | app.log: read 1000 lines from position 0->81234, matched 0, parseFailures=1000, regexTimeouts=0, mode=cmtrace
... | LP-01 | logparser | every line failed CMTrace parsing — if this is a plain-text log, set parameter format=text
```
— the answer ("plain-text log parsed in CMTrace mode") is in the file.
A matching rule shows *how* it matched (capped at 10 per-match lines per file per run):
```
... | LP-02 | logparser | setupact.log: line 42 matched "Error 0x80070005" — groups: code="0x80070005"
... | LP-02 | logparser | setupact.log: read 500 lines from position 0->40123, matched 1, parseFailures=0, regexTimeouts=0, mode=text
```
and a broken regex names itself:
```
... | LP-03 | error | invalid regex pattern '([unclosed' — rule can never match: Invalid pattern '([unclosed' at offset 10. Not enough )'s.
```
## Citations
* Executor + trace points: `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleExecutor.cs`
* Writer: `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleDebugLog.cs`
* Config projection: `../../src/Agent/AutopilotMonitor.Agent.V2.Core/Configuration/RemoteConfigMerger.cs`
* Backend serve + ConfigVersion: `../../src/Backend/AutopilotMonitor.Functions/Functions/Config/GetAgentConfigFunction.cs`
* Phase scoping / emit mode background: `../rules/gather-rule-phase-scoping.md`
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---
type: Concept
title: Hello Wizard Un-Skip — vetoing the policy-disabled Hello shortcut
description: Why a single "WHfB disabled" policy read is not trusted for completion decisions — the HelloWizardStarted signal (prevention + cure) and the HelloTracker confirmation second read.
resource: /src/Shared/AutopilotMonitor.DecisionCore
tags:
- agent
- decision-engine
- hello
- completion
- whfb
timestamp: 2026-07-13T00:00:00+02:00
---
# Hello Wizard Un-Skip
Session `772fe502` (2026-07-13) completed as *Succeeded* while the user was inside the
Windows Hello wizard. Cause: the user-scoped WHfB CSP value
(`HKLM\SOFTWARE\Microsoft\Policies\PassportForWork\{tenant}\{scope}\Policies\UsePassportForWork`)
**flip-flops** during User-ESP while Intune policy sync is still writing. A single read
caught "disabled", the engine set `HelloPolicyEnabled=false` (set-once, poll stops), and
the arm-C completion synthesized `HelloOutcome="Skipped"` → 5 s `finalizing_grace` →
`enrollment_complete` — 230 ms *after* Shell-Core event 62404 (CXID `AADHello`) proved
the wizard had launched. The wizard-start was previously an `InformationalEvent` only
(timeline pass-through, no state mutation).
Two independent defense layers fix this:
# Layer 1 — `DecisionSignalKind.HelloWizardStarted` (engine)
Shell-Core 62404 with CXID `AADHello`/`NGC` is a **genuine wizard-lifecycle observation**
(unlike the unreliable `hello_provisioning_willlaunch` registry snapshot). It is now a
dedicated signal: `ShellCoreTracker.HelloWizardStarted` event → coordinator forward
(`EspAndHelloTracker`, timestamp mirror) → `EspAndHelloTrackerAdapter` (fire-once) →
reducer. The startup backfill also replays 62404 (5-min lookback), so an agent restart
mid-wizard does not lose the observation. The reducer records the set-once fact
`DecisionState.HelloWizardStartedUtc`.
**Prevention** — every "may policy-disabled stand in for a Hello resolution?" decision
routes through one predicate (`DecisionEngine.Completion.cs`):
```
HelloPolicyDisabledWithoutWizard = HelloPolicyEnabled == false && HelloWizardStartedUtc == null
HelloSatisfiedForCompletion = HelloResolvedUtc != null || HelloPolicyDisabledWithoutWizard
```
Once a wizard start is on record, the policy-disabled shortcut is vetoed at all five
Skipped-synthesis sites (EspExiting DeferredCompletion, DesktopArrived fast-path,
ImeUserSessionCompleted arm-C, AdvisoryCompletion deadline, AccountSetupProvisioningComplete
DeferredCompletion) *and* in the `completion_waiting` missing-prerequisites computation.
Sessions then take their pessimistic path: promote to `AwaitingHello` + arm HelloSafety
(300 s). The AdvisoryCompletion handler needed a dedicated
`HelloWizardObservedPromote` branch — its fallthrough is re-arm-or-**fail**, and
prevention alone would have failed a live-wizard session there.
**Cure** — `HandleHelloWizardStartedV1` (`DecisionEngine.Classic.cs`): when the state
already carries the engine-synthesized skip, the handler retracts it — cancel
`finalizing_grace` (if armed), null `HelloResolvedUtc`/`HelloOutcome`, back to
`AwaitingHello`, arm HelloSafety, emit `completion_waiting` (trigger
`HelloWizardStarted:UnSkip`). A real `HelloResolved` — or the HelloSafety timeout —
then decides the session.
Two deliberate design points:
1. **Synthetic-outcome discriminator.** The engine's synthesized outcomes are exact-case
`"Skipped"` / `"Timeout"` (constants `SyntheticHelloOutcomeSkipped`/`...Timeout`);
the tracker vocabulary is all-lowercase (`completed`, `skipped`, `not_configured`,
`timeout`, `wizard_not_started`). The cure only ever retracts the exact-case
`"Skipped"` — tracker-posted resolutions and the deliberate HelloSafety `"Timeout"`
are never touched.
2. **First fact-nulling reducer.** DecisionState facts are otherwise set-once/monotonic.
The retraction is legal exactly here because the fact is provably engine-synthesized
and provably wrong (the wizard it claimed would never appear is running). The cure is
**stage-agnostic** (guarded by the synthetic outcome, not by `Stage==Finalizing`):
a synthetic skip can also sit parked behind a closed RealmJoin completion gate, whose
release path completes on `HelloResolvedUtc != null` — the same bug through another
door.
# Layer 2 — confirmation second read (HelloTracker)
`HelloTracker.ApplyPolicyRead` (extracted state machine, `HelloTracker.cs`):
| Read | Effect |
|------|--------|
| `enabled` (first) | commit immediately (pessimistic direction; `confirmedReads=1`) |
| `disabled` (first) | mark pending only; 10 s poll timer stays alive |
| `disabled` while pending | commit disabled (`confirmedReads=2`) |
| `enabled` while pending | commit enabled + `flipFlopDetected=true` (the 772fe502 catch) |
| `null` while pending | clear pending, keep polling (a vanished value is flip-flop evidence) |
While pending, `_isPolicyConfigured` stays false, so the Hello wait timers use the
longer policy-unknown cadence — the safe direction. The confirmation audit fields ride
on the `hello_policy_detected` event `Data`.
# Residual risk
A wizard that starts only *after* `Completed` (agent already terminal + shut down) is
still not catchable — the dispatch guard dead-ends post-terminal signals by design. The
confirmation read shrinks the window for the stale-disabled commit; the wizard signal
closes it for every ordering where 62404 fires before the 5 s grace elapses.
# Citations
- Reducer handler + prevention predicate: `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.Classic.cs` (`HandleHelloWizardStartedV1`), `.../DecisionEngine.Completion.cs` (`HelloSatisfiedForCompletion`), `.../DecisionEngine.Edge.cs` (`HelloWizardObservedPromote`)
- Agent signal path: `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/ShellCoreTracker.cs` (62404 + backfill), `EspAndHelloTracker.cs`, `SignalAdapters/EspAndHelloTrackerAdapter.cs`
- Confirmation read: `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/HelloTracker.cs` (`ApplyPolicyRead`)
- Fixtures: `tests/fixtures/signal-kinds/hello-wizard-started-v1.json`, `tests/fixtures/enrollment-sessions/userdriven-hello-wizard-unskip-v1.jsonl`
- Related: [Decision Engine](decision-engine.md)
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# V2 Agent
How the on-device agent works:
* [Runtime Overview](overview.md) - lifecycle (install → boot guards → runtime → termination), collector hosts, the single-rail event pipeline to the backend, config & kill switch, on-disk layout.
* [Decision Engine](decision-engine.md) - the pure-reducer state machine (DecisionCore): signals, state, effects, the A/B/C completion arms, invariants, threading.
* [Logs, Persistence & Crash Recovery](logs-and-persistence.md) - every persisted file and why it exists; signal log vs spool; snapshot/journal; the replay-based recovery flow and quarantine.
* [Diagnostics Package](diagnostics-package.md) - what the diagnostics ZIP contains: the built-in section catalog shared with the portal (Shared `DiagnosticsBuiltInSections`, served by GET diagnostics/paths), the RealmJoin Watcher and Device Preparation collection gates, why built-ins bypass the configured-path guards, global ∪ tenant path dedup, caps and the package manifest.
* [Hello Wizard Un-Skip](hello-wizard-unskip.md) - why a single "WHfB disabled" policy read never decides completion: the HelloWizardStarted signal (prevention + cure) and the HelloTracker confirmation second read.
* [Autopilot ZTD Diagnostics](autopilot-ztd-diagnostics.md) - Windows' own diagnostic surfaces for the profile-download flow: ModernDeployment event IDs (807/815/164/...), the Diagnostics\Autopilot registry key, deployment-service endpoints, and the known-issue error-code map.
* [MDM Reboot Coalescing](mdm-reboot-coalescing.md) - attributing the mid-ESP coalesced reboot ("second sign-in") to the device-assigned policy URIs that forced it: aggregated 2800 observations (neutral, flush-time watermark) + ANALYZE-ESP-005 gated on an actually-observed reboot.
* [Power-State Watcher](power-state-watcher.md) - live AC↔battery transitions and 50/30/15% downward threshold crossings via a WMI push subscription (no polling): power_state_change semantics (latch/debounce/cap, never armed without a battery) and the single-condition analyze rules ANALYZE-DEV-009/-010 on top.
* [DO GroupId Auto-Set](do-group-id-auto-set.md) - the optional Delivery Optimization peering-group seed: deterministic GUID from default gateway IPv4 + MAC (RealmJoin-compatible), written to the DOGroupId policy value with readback, ownership-tracked so foreign Intune/GPO values are never overwritten; skip reasons and the do_group_id_auto_set event.
* [System Timeline Watcher](system-timeline-watcher.md) - clock steps (system_clock_changed: oldTime/newTime/timeDeltaMs/process, micro-slew floor) and completed sleep episodes (system_sleep_episode: sleep/hibernate/Modern Standby with authoritative enteredAt/exitedAt) from one System-channel EventLogWatcher with pre-agent backfill; feeds the web clock-set jump cause, the standby duration note, time-attribution SleepSpans and ANALYZE-DEV-012.
Reading order for newcomers: overview → decision engine → persistence.
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---
type: Reference
title: V2 Agent — Logs, Persistence & Crash Recovery
description: Every file the agent persists under %ProgramData%\AutopilotMonitor, why each exists (especially the signal log), and the exact recovery/replay flow after a crash or reboot.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/RecoveryCoordinator.cs
tags:
- agent
- persistence
- signal-log
- recovery
- durability
timestamp: 2026-07-11T00:00:00+02:00
---
# V2 Agent — Logs, Persistence & Crash Recovery
An enrollment spans multiple reboots and can be killed at any moment (app-forced
restart, self-update, crash, power loss). The agent therefore persists three distinct
tiers of state — each answers a different question:
1. **Decision truth** (`State\`): *what did the decision engine see and decide?*
Signal log + journal + snapshot. Must be deterministic and replayable.
2. **Transport** (`Spool\`): *what telemetry still has to reach the backend?*
Durable upload queue + cursor. Best-effort; the backend dedups.
3. **Diagnostics** (`Logs\`, `Crashes\`): *what happened, for humans?* Trace log and
crash dumps. Never allowed to affect decisions.
Plus small markers (session identity, completion, quarantine) that steer the next
process start.
# Why a signal log AND an event spool?
They look similar (both JSONL) but serve opposite masters:
- The **signal log** is the *input* truth of the decision engine. Recovery rebuilds
decision state by replaying it; the snapshot is only a cache. An append failure here
**blocks the reducer** — a signal that was never durably logged must not change state,
or a post-crash replay would diverge from what the live run decided (determinism L.1/L.5).
- The **spool** is a *projection* for upload. Writing it is best-effort — a spool
failure must never break ingress, and a lost non-critical item is acceptable because
the backend dedups on `(PartitionKey, RowKey)`.
Same data, two files, because durability requirements differ: the signal log fsyncs
every line; the spool fsyncs only items flagged `RequiresImmediateFlush`.
# Artifact inventory
| Artifact | Path | Format | fsync | Rotation/cap |
| --- | --- | --- | --- | --- |
| Signal log | `State\signal-log.jsonl` | JSONL (`DecisionSignal`/line) | every append (WriteThrough + Flush, bufferSize=1) | none (per-enrollment lifecycle) |
| Journal | `State\journal.jsonl` | JSONL (`DecisionTransition`/line) | every append | atomic truncate only (phantom tail) |
| Snapshot | `State\snapshot.json` | JSON + SHA-256 checksum envelope | temp-write + `File.Replace` | single file |
| Event sequence | `State\event-sequence.json` | `{ LastAssignedSequence }` | atomic | none; survives WhiteGlove Part-2 resume |
| Spool | `Spool\spool.jsonl` | JSONL (`TelemetryItem`/line) | only `RequiresImmediateFlush` items | none — never truncated, cursor skips uploaded items |
| Upload cursor | `Spool\upload-cursor.json` | `{ LastUploadedItemId }` | atomic | idempotent, never regresses |
| Agent trace log | `Logs\agent.log` (segments `agent-NNN.log`) | text `[utc] [LEVEL] msg` | no | 50 MB → suffix rotation; consumed by `/diag-agent-log` |
| Crash dump + record | `Crashes\<stem>.dmp` + `.json` | MiniDump + JSON | n/a (process dying) | 5 files / 7 days |
| Startup-event gate | `State\startup-event-state.json` | JSON dict | no (atomic) | cross-reboot dedup of one-shot probes |
| Bandwidth state | `State\bandwidth-state.json` | JSON samples/counters | no (atomic) | reboot-survivor for the DO bandwidth estimate |
| Session identity | `session.id`, `session.created`, `whiteglove.complete` (root) | text | no | drives emergency-break age check + WG resume |
| Markers | `clean-exit.marker` (root), `enrollment-complete.marker` (State), `quarantine-requested.marker` (State) | text | no | consumed at next start |
| Config cache | `Config\remote-config.json` | JSON | no | security-sensitive fields stripped |
Per-collector state files (`OfficeInstallStatePersistence`, IME tracker state, script
execution state, log-file positions) follow the same fail-soft atomic-replace pattern.
Cleanup (`CleanupService`) removes the agent dirs on self-destruct but **keeps `Logs\`**
for forensics.
# The decision-truth triad
## Signal log — authoritative input
- Written by the single ingress worker, one line per accepted signal, **before** the
reducer runs. Monotonic-ordinal guard on append.
- `bufferSize: 1` is load-bearing: session `b9b92d89` (2026-07-09) was killed mid-append
by a self-update `Environment.Exit`; the default 4096-byte buffer flushed the same
buffered line twice → byte-identical duplicate → non-monotonic ordinal → **recovery
crash-loop**. Fixes (commits `57e4334b` + `a0238a4b`):
- unbuffered append (nothing left for `Dispose` to re-flush),
- read-side tolerance: a byte-identical *consecutive* duplicate line is skipped as a
known crash artifact,
- self-update restarts now route through graceful shutdown (full drain, bounded 15 s
hard-exit fallback) instead of `Environment.Exit`,
- poison-replay quarantine (below) so a corrupt log can never loop the agent again.
- Corrupt-tail rule: readers stop at the first unparsable line (a torn final write is
expected, not fatal).
## Journal — authoritative applied-transition record
One `DecisionTransition` per reducer step, appended in `ApplyStep` step 1 — the **only**
persistence path that hard-throws. Three consecutive append failures escalate to a
quarantine request. Used during recovery to detect BEHIND/AHEAD crash windows against
the snapshot; AHEAD phantom entries are truncated to `.quarantine\<ts>\journal-phantom-tail.jsonl`.
## Snapshot — recovery cache, never truth
Full `DecisionState` (schema **v4**) in a checksum envelope, written best-effort after
meaningful steps (stage transition / non-telemetry effect) or every 100 pass-through
steps. Atomic temp-write + `File.Replace`; a crash mid-save leaves the old file intact.
Load returns `null` on any doubt (missing, IO error, checksum mismatch) — recovery then
falls back to full signal-log replay. Aborted/phantom states are never snapshotted.
# Recovery flow on restart
`RecoveryCoordinator.Recover` runs before the live pipeline; order is load-bearing:
1. **Death-rattle peek**: if the previous exit was unclean, read the prior snapshot
*non-mutatingly* (`TryReadRaw`) for the `previous_crash_detected` context — before
the pipeline may quarantine it.
2. **Quarantine marker** (`quarantine-requested.marker`, written mid-run when the
journal became unappendable): quarantine all segments + snapshot *now*, at a moment
when no writer holds them. Marker is deleted only on full success.
3. **WhiteGlove Part-2 resume**: prior stage `WhiteGloveSealed` → archive the reducer
segments to `.part1-<ts>\` but **preserve `event-sequence.json`** (the Web UI splits
Part 1/2 on the sequence).
4. **Open writers** — each scans its file for the last ordinal/step, stopping at the
first unparsable line.
5. **Pick seed + replay stream**:
- snapshot loads → seed from it, re-stamp `AgentBootUtc` to *now* (replayed signals
must not arm past-due deadlines), replay only the signal-log **tail**
(`ordinal > snapshot.LastAppliedSignalOrdinal`);
- snapshot corrupt → quarantine snapshot only, replay the full signal log;
- log head-corrupt → total-loss quarantine of everything, fresh Initial seed.
6. **Journal alignment**: truncate AHEAD phantoms to the seed's `StepIndex`.
7. **Replay + backfill**: fold the stream through a transient `DecisionEngine`,
re-appending any missing journal entries (closes the BEHIND window).
8. **Poison guard**: if replay itself throws, quarantine snapshot + all segments and
reseed Initial — the agent keeps running with fresh state instead of crash-looping.
**Duplicate avoidance, end to end**: monotonic append guards (signal log + journal) →
consecutive-duplicate skip on read → tail-replay past the snapshot ordinal → AHEAD
truncation → backend `(PartitionKey, RowKey)` dedup for re-uploaded spool items.
**Quarantine semantics**: files are *moved*, never deleted, into
`State\.quarantine\<utc-ts>\` with a `reason.txt` sidecar — evidence survives for
diagnostics ZIPs while the agent restarts from clean state.
# Related
- Pipeline that produces these files: [runtime overview](overview.md)
- What replay must reproduce deterministically: [decision engine](decision-engine.md)
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---
type: Concept
title: MDM Reboot Coalescing — attributing the mid-ESP reboot and second sign-in to policy URIs
description: How the agent observes reboot-required MDM policy flags (DM-Enterprise EventID 2800, aggregated) and how ANALYZE-ESP-005 attributes an actually-observed enrollment reboot to them — including why the raw events stay neutral and why the Shell-Core RebootCoalescing match was removed.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals
tags:
- agent
- esp
- reboot
- policy-attribution
- second-sign-in
timestamp: 2026-07-20T00:00:00+02:00
---
# MDM Reboot Coalescing
Device-assigned MDM policies whose CSP URIs match the OS reboot-required catalog
(`HKLM\SOFTWARE\Microsoft\Provisioning\SyncML\RebootRequiredURIs`) force a **coalesced
reboot at the end of ESP DeviceSetup** — the user sees an unexpected restart and a
**second sign-in screen** before AccountSetup. Invisible in the Intune console; most
admins live with it, not knowing that reassigning the profiles to user groups removes the
reboot entirely. Source research: Patch My PC,
["Avoid the second sign-in screen after Autopilot"](https://patchmypc.com/blog/autopilot-unexpected-reboot-autopilot-second-login-screen/).
The session already counts reboots (`system_reboot_detected` → `session.rebootCount`);
this feature adds the **cause attribution**.
# Verified signal facts (session b2e890c1, 2026-07-20)
* **EventID 2800**, `Microsoft-Windows-DeviceManagement-Enterprise-Diagnostics-Provider/Admin`,
one record per URI, verified description shape:
`The following URI has triggered a reboot: (./Device/Vendor/MSFT/Policy/Config/ServiceControlManager/SvchostProcessMitigation).`
Records arrive in sub-second bursts during policy sync.
* **Timing semantics (the critical nuance)**: 2800 fires at EVERY policy sync. Only URIs
applied **during ESP DeviceSetup** are coalesced into the forced mid-ESP restart. In the
verified session the flags fired during AccountSetup (after DeviceSetup completed) —
**no reboot occurred**, and `omadmRebootRequiredFlag` read `false`. A detector that
claims "reboot incoming" on every 2800 is therefore wrong.
* **Shell-Core 62407 "RebootCoalescing" — REMOVED as a signal.** The token appears in the
ROUTINE bootstrap marker on every enrollment:
`Name: 'CommercialOOBE_BootstrapStatusCategory_SubcategoryProcessing_Started', Value: '{"message":"BootstrapStatus: Starting subcategory DeviceSetup.RebootCoalescing...","errorCode":0}'`
— the ESP merely *processes* the RebootCoalescing subcategory (which checks whether a
reboot is needed). A substring match on it is a false positive by construction. If a
real coalesced-reboot record is ever captured on the E2E VM, a precise pattern can be
added then.
# Detector — `MdmRebootPolicyTracker` (`MdmRebootPolicyWatcherHost`)
Live `EventLogWatcher` on the DM-Enterprise Admin channel (EventID 2800) + startup
backfill (default 60 min lookback). Records are **buffered and debounced (10 s)**, then
flushed as **ONE aggregated `mdm_policy_reboot_required` event** per burst:
* `Severity=Info`, neutral message ("Windows flagged N MDM policy URIs as
reboot-required: … (+N more)") — the raw event never claims a reboot.
* `Data`: `rebootUris` (distinct, sorted, capped 20), `uriCount` (uncapped distinct),
`firstRebootUri` (record-time order, drives rule interpolation), `recordCount`,
`unparsedCount`/`sampleDescription` (extraction diagnostics), `backfilled` (all-backfill),
fail-soft `omadmRebootRequiredFlag` probe of
`HKLM\SOFTWARE\Microsoft\Provisioning\OMADM\SyncML\RebootRequired` (null = unknown).
* `Timestamp` = earliest record time (backfilled bursts land at their historical instant);
`ImmediateUpload=true` (one event per burst is cheap, and a DeviceSetup burst precedes a
reboot that kills the agent).
* **Watermark is persisted at FLUSH, not at claim** (`mdm-reboot-watermark.json`): if the
coalesced reboot kills the process before the debounced emit, nothing is marked — the
post-restart backfill re-reads and emits the burst. A flushed burst is never repeated.
URI extraction: EventData values starting with `./` preferred, permissive regex over the
description as fallback (trailing punctuation trimmed — the verified text wraps the URI in
parens and ends with a period). Unparsed records still count into the aggregate.
Config (internal steering only, no admin UI — agent-native collector, NOT an
`IAgentAnalyzer`): `Collectors.MdmRebootPolicyWatcherEnabled` (default true),
`Collectors.MdmRebootPolicyBackfillLookbackMinutes` (default 60). ConfigVersion 35.
# Advisory — ANALYZE-ESP-005
The reboot **claim** lives here, and only here. Required conditions (BOTH):
1. `mdm_policy_reboot_required.firstRebootUri` exists (→ `{{firstRebootUri}}` interpolation)
2. `system_reboot_detected` count ≥ 1 — **an actually-observed reboot**
Policy flags alone (e.g. AccountSetup user-policy sync) stay advisory-silent. Optional
confidence: `uriCount ≥ 2` (+10), `omadmRebootRequiredFlag == true` (+15) on base 70 /
threshold 70. Remediation: map URIs to Intune profiles, reassign device → user groups (or
exclude the Autopilot device group), or accept + communicate the restart.
# Non-goals / invariants
* Event type **deliberately distinct from `system_reboot_detected`** — the backend
RebootCount matches that string exactly in two places
(`EventIngestProcessor.Classification` + terminal recount); attribution must never
inflate the reboot count.
* No session-level field / SessionInfoCard change in this iteration (follow-up candidate).
* The `RebootRequiredURIs` catalog itself is not read; only the 2800 events (which carry
the actually-triggered URIs) are consumed.
# Citations
* [Patch My PC — Avoid the second sign-in screen after Autopilot](https://patchmypc.com/blog/autopilot-unexpected-reboot-autopilot-second-login-screen/)
* [Microsoft Learn — Enrollment Status Page tracking](https://learn.microsoft.com/en-us/autopilot/enrollment-status)
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---
type: Component Overview
title: V2 Agent — Runtime Overview
description: How the V2 agent boots during Autopilot enrollment, which collectors it runs, how telemetry flows to the backend, and how it decides to stop.
resource: /src/Agent/AutopilotMonitor.Agent.V2/Program.cs
tags:
- agent
- runtime
- collectors
- telemetry
timestamp: 2026-07-11T00:00:00+02:00
---
# V2 Agent — Runtime Overview
The agent is a .NET Framework 4.8 executable (`AutopilotMonitor.Agent.exe`) that runs as
SYSTEM on Windows devices during Autopilot enrollment. It observes the enrollment
(ESP phases, IME app installs, Hello, desktop arrival, …), streams telemetry to the
backend, and decides locally — via the [decision engine](decision-engine.md) —
when the enrollment is complete or failed. When it reaches a terminal decision it shows
the optional summary dialog, uploads diagnostics, and removes itself.
Projects: `src/Agent/AutopilotMonitor.Agent.V2` (exe) + `AutopilotMonitor.Agent.V2.Core`
(library) + `src/Shared/AutopilotMonitor.DecisionCore` (portable decision engine).
# Lifecycle
## Install (bootstrap during OOBE)
`AutopilotMonitor.Agent.exe --install` is invoked by the Intune Platform Script
(bootstrap) and never runs the monitoring runtime
(`src/Agent/AutopilotMonitor.Agent.V2/Program.InstallMode.cs`):
1. Copy payload to `%ProgramData%\AutopilotMonitor\Agent\`.
2. Persist `bootstrap-config.json` (bootstrap token, tenant id) and `await-enrollment.json`.
3. Register the `AutopilotMonitor-Agent` scheduled task (BootTrigger, SYSTEM,
`ExecutionTimeLimit=PT0S`, survives battery conditions).
4. Immediate runtime handoff: WMI `Win32_Process.Create` → `schtasks /Run` fallback →
defer to BootTrigger on next reboot. `--install` exits 0 even if both immediate
launches fail (fail-soft; the BootTrigger is the net).
5. Write `HKLM\SOFTWARE\AutopilotMonitor\Deployed` = UTC timestamp — the **bootstrap
re-entry lock** read by the install script. Never consulted by the agent itself;
intentionally preserved across cleanup.
## Runtime start (each process start / boot)
`Program.Main` → `RunAgent` runs numbered phases (V1-parity exit codes 0–7):
1. **Guards & bootstrap** (`AgentBootstrap.Run`): classify previous exit
(`clean` / `exception_crash` / `hard_kill` / `reboot_kill` via `clean-exit.marker`,
crash logs, boot event 6009); ghost-restart guard (`enrollment-complete.marker`
→ cleanup + exit 0); absolute session-age emergency break; optional waits
(`--await-enrollment` MDM cert poll, `--tenant-id-wait` registry wait); resolve
TenantId from `HKLM:\SOFTWARE\Microsoft\Enrollments`; get-or-create SessionId.
2. **Auth clients** (mTLS with the Intune MDM device client certificate).
3. **Remote config** (`GET /api/agent/config`): live fetch → cached
`Config\remote-config.json` → built-in defaults. Config-channel **kill switch**
checked here, honoured only from a *live* fetch (cache strips all security-sensitive
fields).
4. **Telemetry clients**, **backend session registration**.
5. **`AgentRuntimeHost.Run`**: builds the `EnrollmentOrchestrator`, starts collector
hosts, decision pipeline and upload drain loop, then blocks until shutdown.
## Stop triggers
- **Terminal decision** of the engine (Completed / Failed / WhiteGloveSealed) — the normal path.
- **Max-lifetime watchdog**: `AgentMaxLifetimeMinutes` (default 360) — hard cap per session.
- Backend **kill switch** (config channel at start; telemetry channel via upload responses
→ synthesized `terminate_session` action).
- Auth-failure threshold, self-update restart, Ctrl+C / ProcessExit.
Distinct from agent lifetime: `CollectorIdleTimeoutMinutes` (default 15) stops only the
periodic collectors (Performance, AgentSelfMetrics) when nothing "real" happens; they
restart on new activity.
## Termination sequence
On terminal decision (`EnrollmentTerminationHandler`): stop collectors → build
`FinalStatus` → write `final-status.json` + launch `SummaryDialog` (separate WPF exe in
the user session, opt-in) → 2 s late-event grace → diagnostics ZIP upload →
write `enrollment-complete.marker` → optional reboot → self-destruct cleanup
(skipped for WhiteGlove Part 1, which instead writes the `whiteglove.complete` marker
and leaves state for Part 2).
# Collector model
Collectors are wrapped in **collector hosts** (`ICollectorHost`, built by
`DefaultComponentFactory.CreateCollectorHosts`). Each host owns collector/tracker
classes plus a **signal adapter** that translates raw callbacks into decision signals.
Main hosts (gating in parentheses; several more are opt-in via remote config):
| Host | Watches |
| --- | --- |
| EspAndHelloHost | ESP phases, Shell-Core events, provisioning status, Hello (always) |
| ImeLogHost | IME log tailer (CMTrace) + IME process watcher — app installs (always) |
| DesktopArrivalHost | real-user desktop arrival (always) |
| AadJoinHost | AAD join events + hybrid login pending (always) |
| DeviceInfoHost | one-shot hardware/OS/network inventory (always) |
| StallProbeHost | idle/stall probes (config) |
| WindowsUpdateWatcherHost / OsBuildChangeHost | WU during OOBE, build changes (config / always) |
| DeliveryOptimizationHost | DO counters for bandwidth estimate (config, dormant until installs run) |
| OfficeInstallDetectorHost, ConsoleBypassHost, ProvisioningPackageHost, NetworkChangeHost, RealmJoinHost, GatherRuleExecutorHost, … | feature-specific (mixed gating) |
# Event pipeline (single rail)
Everything a collector observes flows through **one** path — no collector emits
telemetry directly:
```
Collector callback
→ SignalAdapter (dual emission: decision signal + InformationalEvent)
→ SignalIngress.Post() (bounded queue 256, back-pressure blocks producer)
→ single worker thread:
assign ordinals → SignalLog.Append (durable) ← source of truth
→ DecisionEngine.Reduce → apply step/effects
→ telemetry projection (best-effort)
→ TelemetrySpool → batch (≤100) → gzip → POST /api/agent/telemetry
```
- Wire model: `EnrollmentEvent` (`EventType` from `Constants.EventTypes`, monotonic
`Sequence` = canonical order, `Phase`, `ImmediateUpload` for lifecycle-critical items),
wrapped in `TelemetryItem` (Kind = Event / Signal / DecisionTransition, monotonic
`TelemetryItemId` as upload cursor).
- Auth per request: client-cert mTLS + hardware headers (`X-Tenant-Id`,
`X-Device-Manufacturer/-Model/-SerialNumber`, `X-Bootstrap-Token` pre-MDM-cert,
`X-Agent-Version`).
- Retry: 100/400/1600 ms for transient (408/429/5xx); 413 → split batch and halve batch
size; unknown 4xx → items retained (cursor holds) unless the backend flags explicit
poison row keys; offline → spool keeps everything, backend dedups on re-upload;
`DeviceBlocked` pauses the drain until `UnblockAt`.
# Decision integration
Adapters post `DecisionSignal`s; the engine's terminal stage fires
`Terminated` (off the worker thread) → termination sequence above. Engine *effects*
(timeline events like `enrollment_complete`, deadline scheduling, classifier runs,
snapshots) are executed by the `EffectRunner` — the reducer itself is pure. Details:
[decision engine](decision-engine.md); durability and replay:
[logs & persistence](logs-and-persistence.md).
# On-disk layout (`%ProgramData%\AutopilotMonitor\`)
| Path | Contents |
| --- | --- |
| `\` | `bootstrap-config.json`, `await-enrollment.json`, `clean-exit.marker`, session-id persistence |
| `\Agent\` | deployed binaries |
| `\State\` | decision persistence (SignalLog, Journal, Snapshot), `enrollment-complete.marker`, `final-status.json`, self-update state, `.quarantine/`, `.part1-<ts>/` |
| `\Spool\` | telemetry spool (offline queue) |
| `\Logs\` | agent trace log (`agent.log`), `crash-*.log`, `ime-pattern-matches.log` |
| `\Config\` | `remote-config.json` cache |
| `\Agent-Update\`, `\Updates\` | self-update staging/download |
Per-file details and the recovery flow: [logs & persistence](logs-and-persistence.md).
@@ -0,0 +1,200 @@
---
type: Concept
title: ESP Completion Starvation — the sits-d Cloud-PC complex
description: Why five Windows 365 Cloud PCs finished enrolling but never completed in the product — a SkipUser=true flow produces none of the signals every completion-gate evaluation site hangs off — plus the two adjacent defects fixed alongside (edge-only user-apps-settled synthesis, orphaned Hello-wizard restart replay) and what a Shell-Core replay deliberately does not do.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals
tags:
- agent
- esp
- completion
- skip-user
- reboot
- recovery
timestamp: 2026-08-20T00:00:00+02:00
---
# ESP Completion Starvation — the sits-d Cloud-PC complex
Seven Windows 365 Cloud PCs, same tenant, first sign-in the same morning. Two sessions
succeeded within minutes; five sat at `Completion is waiting on: hello_resolution` from
second five onward and ran into the six-hour max-lifetime watchdog — verdict `Incomplete`
on devices whose users were working normally the whole time.
The first diagnosis blamed the mid-ESP reboot (DeviceGuard/DmaGuard, see
[MDM Reboot Coalescing](mdm-reboot-coalescing.md)): the agent is killed in
`Stage=EspAccountSetup` and, so the theory went, loses the Shell-Core ESP exit to the
downtime. The evidence disproved it. `8110e262` ran **six hours uninterrupted** after its
last reboot with the Shell-Core watcher armed — and Windows never wrote a 62407 in all
that time, because on these machines **the user ESP page never existed**.
# Schema
## The actual defect — a satisfied gate nobody evaluates
The five stuck machines carried `SkipUserStatusPage=True` in the enrollment `FirstSync`
key (read 10+ times across three agent processes, `True` on every read — not a stale
single read). Windows honours it: no user ESP page, hence
* no Shell-Core 62407 (`esp_exiting`) — the page that would exit does not exist,
* no `AccountSetupCategory` provisioning registry — nothing writes categories for a page
that never renders,
* desktop within seconds of sign-in.
The reducer is *built* for this flow: **arm B** of `ShouldTransitionToAwaitingHello`
(`SkipUserEsp == true`) declares the gate open, and the missing-prerequisites bookkeeping
already exempts the AccountSetup gate — which is why the sessions reported only
`hello_resolution` as missing. But the gate is a predicate, not a process. Something has
to evaluate it, and every evaluation site hangs off a signal a skip-user flow structurally
cannot produce:
| Evaluation site | Carrier signal | On SkipUser=true |
|---|---|---|
| `HandleEspExitingV1` | Shell-Core 62407 | never fires |
| `HandleEspPhaseChangedV1(FinalizingSetup)` | Shell-Core 62407 via coordinator | never fires |
| `HandleDesktopArrivedV1` fast-path | requires Hello policy **disabled** | Hello was enabled |
| `HandleImeUserSessionCompletedV1` arm-C attempt | requires the recorded final exit | unsatisfiable |
No knock, no promotion, no `HelloSafety` — and the `AdvisoryCompletion` backstop is armed
exclusively from an `EspExiting` signal, so it never armed either. The session idles to
the watchdog with an open gate.
## The fix — the observed skip is the exit evidence
`HandleImeUserSessionCompletedV1`'s completion attempt now accepts the observed skip in
place of the final exit (`skipUserExitEquivalent`): on a flow where no page exists, no
exit can ever say more than the `FirstSync` read already did. Everything else stays
mandatory — AccountSetup anchor, genuine (at-or-after-anchor) IME user-session completion,
DAD-validated real-user desktop — which makes this knock **stricter** than the existing
Shell-Core-carried arm-B promotion (pinned in `ClassicAwaitingHelloGuardTests`, which
requires no IME or desktop evidence at all). Hello semantics ride the existing rails:
enabled-or-unknown promotes to `AwaitingHello` with `HelloSafety` armed (on Cloud PCs
reached via RDP the Hello wizard never appears, so the synthetic timeout resolves the
wait), disabled completes directly with the synthetic `Skipped` outcome.
The knock deliberately lives on the IME user-session edge, not on desktop arrival:
* **Ordering-robust against Fix 10.** An `EspPhaseChanged(AccountSetup)` arriving on
`AwaitingHello` bounces the stage back and cancels `HelloSafety` (the premature-promotion
guard). The IME AccountSetup phase line lands *after* the desktop on this flow, so a
desktop-side knock would be undone two signals later. The IME phase line always precedes
the user-session-complete line in log order, so a bounced promotion is re-knocked by the
very next re-emission — including the restart re-parse.
* **Right semantics.** The IME user session completes when the required-app processing is
done; a desktop-side knock would mark the session `Succeeded` mid-installation.
* Device Preparation is excluded — WDP keeps its Hello+Desktop conjunction and the
`DevicePrepCompletion` backstop.
`ClassicSkipUserEspUserSessionCompletionTests` replays the real `8110e262` signal ordering
end to end (bootstrap `EspConfigDetected` → Hello enabled → desktop → AccountSetup anchor →
IME completion → HelloSafety → `enrollment_complete`), including the Fix-10
bounce-then-re-knock cycle, and pins the negative space (no skip observed / no desktop /
ghost pre-anchor IME completion / WDP).
Why five of seven identically administered Cloud PCs carried `SkipUserStatusPage=True` is
a tenant-side question (ESP profile assignment state at each machine's provisioning
moment); the value did not change during any observed session, and machine age does not
cleanly explain the split. The agent's job is to complete the flow Windows actually ran —
which it now does.
## Adjacent defect — the synthesis was edge-triggered
This one is real but belongs to the `SkipUser=false` flow (the two sessions that
succeeded). The user-apps-settled synthesis
(`MaybeSynthesizeAccountSetupCompleteFromSettledUserApps`, session `caa6cf50`) ran **only**
from `OnEspExited`. On a tenant with ~138 required apps the ESP page exits while apps are
still in flight: the single attempt misses and nothing ever re-checks, even when every
tracked app reaches a terminal state minutes later.
The ESP exit is an **edge** (happens once); settled user-ESP apps are a **level** (reached
later). `EspAndHelloTracker` records the edge in `_espExitObserved` and exposes
`ReevaluateUserAppsSettledSynthesis()`, chained into `ImeLogTracker.OnAppStateChanged` and
into the post-restore `onStateRestored` callback (a live exit observed before the IME
state restore completes would otherwise never get a second look). Gate conditions are
unchanged — no new completion path, only a second opportunity for the existing one. Only a
**live, confirmed post-AccountSetup** exit may be remembered
(`IsConfirmedPostAccountSetupExit`, stricter than the `IsIntermediateDeviceEspExit`
forward guard: unknown counts as not confirmed).
## Adjacent defect — the restart replay was never wired up
`ShellCoreTracker`'s backfill had existed since session `772fe502` with **no caller**; the
Shell-Core `EventLogWatcher` only delivers records written after `Start()`.
`EspAndHelloHost.Start()` now calls it as `BackfillRecentHelloWizardStart` — which is
exactly what it does and all it does:
| Record | Replayed | Why |
|---|---|---|
| 62404 Hello-wizard start | **yes** | Conservative: vetoes a premature "Hello is disabled" skip, can never complete a session by itself. The observation `772fe502` was about. |
| 62407 ESP exit | **no** | Cannot be placed in time — see below. |
| 62407 ESP failure | **no** | Re-injecting a historic failure as fresh can fail a session that recovered on retry (`ANALYZE-ESP-006`). |
A replayed exit is unusable, and every candidate ordering mechanism fails independently:
1. Windows writes the **identical** description `CommercialOOBE_ESPProgress_Page_Exiting`
for the intermediate DeviceSetup→AccountSetup transition and the final exit.
2. Every post-hoc ordering probe (AccountSetup registry, settled-apps) reads state as it
is **now**, not as it was at the event's time.
3. The reducer orders exits by **ingest ordinal**, not timestamp
(`IsPostAccountSetupFinalExit`) — a historic exit replayed today gets a fresher ordinal
than reality and reads as post-AccountSetup by construction.
4. `HandleEspExitingV1` passes `espFinalExitInFlight: true` for every arriving exit; with
restored state, arm C would open on a historic intermediate exit.
`ClassicEspExitingOnRestoredStateTests` pins that the reducer *does* open on any arriving
exit; `ShellCoreTrackerReplayScopeTests` pins that the replay never produces one. Skipped
62407 records are counted and reported once as an `agent_trace`
(`reason: replayed_62407_not_orderable`) — silently dropping evidence is how this class of
bug survives.
**Residual gap, named honestly:** a `SkipUser=false` session whose final exit falls
exactly into an agent downtime *and* whose AccountSetup category never resolves
(`1ec8f4c6` shape) still has no completion carrier after the restart. The normal case is
covered — `ProvisioningStatusTracker` reads the current registry at startup, so a
category that resolved during the downtime fires arm A. The residual shape is rare,
surfaced by `ANALYZE-ESP-005` via the `session_stalled` interim trigger, and deliberately
not patched with a replay that cannot be ordered.
### Sizing the replay window
A constant is provably wrong: the scheduled task has a `BootTrigger` only
(`Program.InstallMode.BuildScheduledTaskXml`) — after an `exception_crash` the agent does
not return until the next boot. `ResolveEspExitBackfillLookbackMinutes` reaches back to
the last moment the previous run is known to have been alive (max of `snapshot.json`
mtime and `LastBootUtc` for kill-type exits), floored at 5 minutes, capped at 360, off on
`first_run`, and immune to cross-reboot clock skew (a future timestamp is ignored).
# Examples
Tenant `sits-d.cloud`, 2026-08-19, seven Windows 365 Cloud PCs, first sign-ins the same
morning. The discriminator is a single registry value:
| Session | SkipUser | `esp_exiting` | AccountSetup registry | Reboots | Outcome |
|---|---|---|---|---|---|
| `08fc6bda` | False | yes | yes | 0 | Succeeded (10 min) |
| `3b9291aa` | False | yes | yes | 0 | Succeeded (2.1 h) |
| `8110e262` | True | — | — | 2 | Incomplete (6 h watchdog) |
| `a89aac2d` | True | — | — | 1 | Incomplete |
| `e7ba63c9` | True | — | — | 1 | Incomplete |
| `cb4a485a` | True | — | — | 2 | Incomplete |
| `3d6278fb` | True | — | — | 1 | Incomplete |
The reboot correlation was a red herring: `8110e262` ran six hours live after its final
reboot and would have seen every signal. `8110e262` and `a89aac2d` both reached
`138/138 completed, 0 failed` and a genuine IME user-session completion — with the fix,
all five complete a few minutes after their IME user session settles.
`08fc6bda` exercises the edge-level fix on the same day: ESP page exited normally while
`categorySucceeded` never confirmed — completed via the user-apps-settled synthesis.
`3b9291aa` shows the independent starvation visibility gap: 99 `app_install_starved`
events on a session recorded as `Succeeded` — surfaced from now on by `ANALYZE-APP-016`.
# Citations
* `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.Classic.cs` — `HandleImeUserSessionCompletedV1`, `skipUserExitEquivalent`
* `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.Shared.cs` — `ShouldTransitionToAwaitingHello` (arm B)
* `src/Agent/AutopilotMonitor.DecisionCore.Tests/ClassicSkipUserEspUserSessionCompletionTests.cs` — end-to-end replay of the 8110e262 ordering
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/ShellCoreTracker.cs` — `BackfillRecentHelloWizardStart`, `ReplayBackfillRecords`
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/EspAndHelloTracker.cs` — `_espExitObserved`, `ReevaluateUserAppsSettledSynthesis`
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/DefaultComponentFactory.cs` — lookback sizing, `OnAppStateChanged` chaining
* [MDM Reboot Coalescing](mdm-reboot-coalescing.md) — the policy attribution for the reboots themselves
* [Decision Engine](decision-engine.md) — the AccountSetup gate and completion arms
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---
type: Concept
title: Power-State Watcher — live AC/battery transitions and threshold events during enrollment
description: How the agent observes AC↔battery switches and downward battery-threshold crossings mid-enrollment via a WMI push subscription (no polling), the power_state_change event semantics (transition field, 50/30/15 ladder, latch/debounce/cap), and the two analyze rules on top (ANALYZE-DEV-009/-010).
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/Hosts/PowerStateWatcherHost.cs
tags:
- agent
- power
- battery
- collector
- wmi
- analyze-rules
timestamp: 2026-08-21T00:00:00+02:00
---
# Power-State Watcher
The startup probe (`power_state_check`, one-shot from `StartupEnvironmentProbes` via
`PowerStateProbe`/`GetSystemPowerStatus`) only captures the power state at agent start. A
device unplugged mid-enrollment — or draining its battery across a multi-hour ESP — was
invisible. The watcher closes that gap **event-driven, with zero polling**.
# Mechanism
- `PowerStateWatcherHost` (`Orchestration/Hosts`) arms a WMI event subscription with a
two-step chain:
1. `SELECT * FROM Win32_PowerManagementEvent WHERE EventCode = 10` (PBT_APMPOWERSTATUSCHANGE:
true kernel push, fires on AC↔DC switches and battery-percentage steps).
2. **Fallback** `SELECT * FROM __InstanceModificationEvent WITHIN 30 WHERE TargetInstance
ISA 'Win32_Battery'` — required because on Windows 11 24H2/25H2 (observed on builds
26200 and 26220, session 161b838c) the `MS_Power_Management_Event_Provider` is still
registered in the repository but its activation fails with `WBEM_E_NOT_FOUND`: the
legacy push provider no longer loads on exactly the OS builds new devices enroll with.
The WITHIN sampling runs inside WinMgmt (one Win32_Battery snapshot every 30 s), not in
the agent; worst-case detection latency ≈ 35 s incl. debounce. `collector_degraded`
(`watcher_arm_failed`) is emitted only when BOTH attempts fail; the agent log's arm
line names the active mode.
Either way the arriving event's payload is ignored — each arrival re-probes via the
existing `PowerStateProbe.Probe()` (cheap P/Invoke).
- Snapshots are diffed by the pure `PowerStateTransitionTracker`
(`Monitoring/Enrollment/SystemSignals`), which decides what to emit. The host only owns
WMI, a 5 s trailing-edge debounce timer (dock-flap AC→battery→AC inside the window
collapses to a no-diff) and the emit path (`InformationalEventPost`, single rail).
- **No battery / probe error ⇒ WMI is never armed** — desktops and VMs pay nothing. WMI
arming runs on a background thread (WinMgmt can hang in OOBE; `ConsoleBypassWatcher`
precedent); an arm failure emits one `collector_degraded` (`watcher_arm_failed`).
- Registered as a plain always-on peripheral host after `NetworkChangeHost`, deliberately
NOT under `PeriodicCollectorLifecycleHost`: it is push-based (zero idle cost) and must be
alive precisely when the device idles on battery. Kill-switch:
`Collectors.EnablePowerStateWatcher` (default true, compile-time default like the other
collector toggles; ConfigVersion 38).
# Event: power_state_change
`data.transition` discriminates three shapes (payload always carries `onAcPower`,
`batteryPercent`, `isCharging`, `batteryLifeMinutes`; unknowns as `"unknown"`):
| transition | Severity | Immediate | Notes |
|---|---|---|---|
| `ac_to_battery` | Warning | yes | one per accepted edge |
| `battery_to_ac` | Info | no | recovery |
| `threshold_crossed` | Info (50) / Warning (30) / Error (15) | 30+15 only | extra field `thresholdPercent` |
Threshold semantics (tracker):
- Ladder 50/30/15, evaluated only while ON battery; **each level latches once per agent
lifetime** (charge-up + re-drain does not re-emit — no plug-cycle alarm spam).
- A multi-level jump emits only the LOWEST newly-crossed level (60%→10% ⇒ one `15` event).
- Entering battery power already below a level counts as crossing it; the arm-time baseline
does too — an enrollment STARTING at 12% battery emits its `thresholdPercent: 15` event
immediately (the analyze rule would otherwise never see sessions that began low).
- Lifetime emission cap 20 (storm backstop against a flapping dock / dying battery
controller); the host logs one warning when it engages.
Backend/agent hygiene: `power_state_change` is classified as non-activity on both sides —
`SignalActivityClassifier.NonActivityEventTypes` (agent: must not reset the
PeriodicCollectorLifecycleHost/StallProbeHost idle clocks) and
`EventIngestProcessor.IsPeriodicOrStallEvent` (backend: must not heal a Stalled session —
battery drain is not enrollment progress).
# Analyze Rules
- **ANALYZE-DEV-009** (high): battery crossed 15% while on battery — matches the
agent-stamped `thresholdPercent equals 15`.
- **ANALYZE-DEV-010** (warning): AC→battery switch — matches `transition equals
ac_to_battery`.
- Both: `evaluateOn: ["enrollment_end", "whiteglove_sealed", "on_event:power_state_change"]`
(live interim finding + terminal finalization), `markSessionAsFailedDefault: false`.
- Both are deliberately **single-required-condition**: `event_data` conditions scan events
independently (no same-instance join), so a two-condition rule (e.g. `transition ==
threshold_crossed AND batteryPercent < 15`) could false-positive across two different
power events. `thresholdPercent` exists only on threshold events and its value pins the
ladder level, so one condition fully identifies the instance.
- `{{token}}` caveat: `AddDataFieldsToEvidence` whitelists only generic identifiers
(appId/errorCode/…), so `{{batteryPercent}}` would render literally. DEV-009 interpolates
`{{thresholdPercent}}` (the matched condition's own dataField); the exact percentage lives
on the linked event in the timeline.
# Citations
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/Hosts/PowerStateWatcherHost.cs`
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/PowerStateTransitionTracker.cs`
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Runtime/PowerStateProbe.cs` (probe, unchanged)
- `rules/analyze/ANALYZE-DEV-009.json`, `rules/analyze/ANALYZE-DEV-010.json`
- [analyze-rule-triggers](../rules/analyze-rule-triggers.md) (interim-trigger design; the WG battery rule was its motivating case)
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---
type: concept
title: Registry App-State Second Pillar
description: Why the agent reads IME's authoritative per-app state straight from the registry (Win32Apps / EspTrackingWin32Apps / StatusServiceReports), how the snapshot-and-diff observer works, and how registry/log reconciliation doubles as the built-in IME log-pattern drift alarm.
resource: agent
tags: [ime, registry, win32apps, observability, reconciliation, pattern-drift, wdp]
timestamp: 2026-08-18
---
# Schema
## Why a second pillar
The 2026-08-17 audit of the decompiled IME (1.97.107 / 1.104.102) proved that IME log
wording is an unstable contract: Microsoft removed the old V1/V2 processing pipeline
(killing 9 patterns silently), reworded the post-remediation line, changed the
report-delta quoting between 1.97 and 1.104, and deleted `[DO TEL]` entirely. The
registry, by contrast, is IME's *internal product contract* — the ESP page and Intune
reporting consume it — and cannot drift casually.
Architecture decision (Oliver, 2026-08-17): **hybrid**. Logs stay the narrative
(downloads, retries, exit codes, scripts — the timeline). The registry is the stable
truth for terminal state. Divergence between the two IS the alarm that log patterns
drifted — turning silent data loss into a Warning event.
## Observed surfaces
All under `HKLM\SOFTWARE\Microsoft\IntuneManagementExtension` (64-bit view), verified
against decompiled IME source:
| Surface | Content |
|---|---|
| `Win32Apps\<userGuid>\<appGuid>_<rev>` | `EnforcementStateMessage` JSON (EnforcementState + ErrorCode), `ExitCode`, `Intent`. Device context = `Guid.Empty` user. Non-GUID subkeys (GRS, OperationalState, Reporting, ProvisioningProgress) are skipped. |
| `EspTrackingWin32Apps\<userGuid>\<appGuid>_<rev>` | Which apps IME registered for ESP tracking, `EspTrackingWin32AppPhase`. |
| `SideCarPolicies\StatusServiceReports\<userGuid>\<appId>` | The `AppInstallStatusReport` the ESP page renders (`Status`: 1000=Installed, 1001=Installing, 3000=Failed, 2000er=NotApplicable). |
## Mechanism
`ImeRegistryAppStateObserver` + `ImeRegistryAppStateHost` (always-on, no config gate —
precedent `EspPolicyProviderStallHost`):
- **One recursive `RegistryWatcher`** on the IME root covers all three surfaces;
changes are debounced (2 s trailing edge) into a tick. A 60-s periodic tick is both
the reconciliation-settle evaluator and the poll-only fallback when the watcher
fails to arm (`collector_degraded`, once).
- **Snapshot-and-diff**: `RegNotifyChangeKeyValue` gives coalesced key-scope edges
only, so every tick re-reads the surfaces and diffs against the previous snapshot.
- **Silent baseline**: the state present at agent start is captured without events.
Win32Apps keys survive re-enrollments — replaying them would be the registry twin
of the historic-IME-replay bug. Only apps that *change during the session* are
reported or judged.
- **`registry_app_state`** (Info): emitted per real field change
(enforcementState/errorCode/exitCode/statusServiceStatus/espTracked/espPhase),
capped at 200/session (cap announced once as Warning).
- **`app_state_reconciliation`** (Warning, once per app, immediate upload): after a
changed entry has been terminal (EnforcementState 1000er=success / 5000er=error,
or StatusService 1000er/3000) for ≥ 90 s, its outcome is compared against the
log-derived `AppPackageState` from `ImeLogHost.AllKnownPackageStates`. Divergence
reasons: `registry_error_log_installed`, `registry_success_log_error`,
`app_unknown_to_log_tracking` (only when the tracker is actively tracking apps —
an idle tracker is not judgeable).
- **Pure observability**: nothing feeds the DecisionEngine (same rule as
oobe-state observability).
## WDP reuse (Paket 3)
The same host archetype (RegistryWatcher subtree + debounce + snapshot-diff) is the
intended vehicle for WDP live progress: watch
`HKLM\SOFTWARE\Microsoft\Provisioning\AutopilotSettings\DevicePreparation\BootstrapperAgent`
(`ProgressUpdates` rows, `ResumeContext.ProvisioningResult` terminal marker) with the
RealmJoinWatcher appearance-watcher pattern for not-yet-existing keys, plus an
Event-142 channel watcher (`Microsoft-Autopilot-BootstrapperAgent/BootstrapperAgentServiceLogProvider`,
channel handling precedent in `DiagnosticsPackageService`). Win32Apps keys are written
on WDP devices too — the pillar works on both rails unchanged.
# Examples
Timeline evidence of a drifted pattern set: apps install fine (registry says
EnforcementState 1000) but the timeline shows no `app_install_completed` — each app
raises one `app_state_reconciliation` with `reason=app_unknown_to_log_tracking`.
Operator response: run `/ime-pattern-validate` against the session, fix patterns,
backend-deploy (no agent release needed for pattern fixes).
# Citations
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/ImeRegistryAppStateObserver.cs`
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/Hosts/ImeRegistryAppStateHost.cs`
- `tasks/ime-v1-code-audit-2026-08-17.md` (decompiled-source audit; registry surface catalog)
- Decompile archive: `okieselbach/ime-decompiles` (private), `C:\Code\GitHubRepos\ime-decompiles\<version>\decompiled`
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---
type: Concept
title: Secure Boot CA-2023 Detection — firmware evidence vs. Windows servicing status
description: Why ANALYZE-SEC-001 v3 reads the UEFI db/KEK variables directly (GetFirmwareEnvironmentVariableExW + SeSystemEnvironmentPrivilege) instead of trusting the SecureBoot\Servicing registry key, and how the one-sided uefiCa2023FirmwareConfirmed marker plus a not_exists precondition give absence-tolerant rule suppression across old and new agents.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Interop/UefiSecureBootCertReader.cs
tags:
- agent
- secureboot
- ca2023
- analyze-rules
- backward-compatibility
timestamp: 2026-07-23T00:00:00+02:00
---
# Secure Boot CA-2023 Detection
## Schema
Two independent evidence sources describe the Windows UEFI CA 2023 rollout state:
1. **Servicing registry** (`HKLM\SYSTEM\CurrentControlSet\Control\SecureBoot\Servicing\UEFICA2023Status`)
— reflects whether the *Windows Update* rollout ran and self-verified. Lags reality:
devices whose firmware received the certificate another way (OEM factory image, WinCS
CLI, manual deployment) or where WU simply has not run yet show `unknown`/`notfound`.
2. **Firmware itself** — the UEFI variables `db` (signature database, GUID
`{d719b2cb-3d3a-4596-a3bc-dad00e67656f}`) and `KEK` (GUID
`{8be4df61-93ca-11d2-aa0d-00e098032b8c}`). Authoritative. Certificate subject CNs are
ASCII bytes inside the DER signature lists, so a byte-substring search for
`Windows UEFI CA 2023` / `Microsoft Corporation KEK 2K CA 2023` decides presence —
the same check `Get-SecureBootUEFI` enables from PowerShell.
`UefiSecureBootCertReader` (agent, `Monitoring/Interop`) reads both variables natively via
`GetFirmwareEnvironmentVariableExW` — no PowerShell runspace during OOBE. The call needs
`SeSystemEnvironmentPrivilege`: SYSTEM holds it default-disabled, so the reader enables it
on the process token (`AdjustTokenPrivileges`) and restores the previous state afterwards.
Fail-soft contract like `OobeStateReader`: never throws; failures map to status strings
(`not_uefi` = legacy BIOS via `ERROR_INVALID_FUNCTION`, `variable_not_found`,
`privilege_denied`, `error_<code>`).
This is the repo's only privilege-adjustment code, so it also carries the ownership rules
any future one should copy:
* The process token lives in a `SafeHandle` assigned by the P/Invoke marshaler, so the CLR
owns it from the moment `OpenProcessToken` returns — the critical finalizer releases it
even if `Dispose` never runs (async exception before the instance reaches its `using`).
* The restore obligation is recorded immediately after the successful `AdjustTokenPrivileges`,
and only when the privilege was not *already* enabled; nothing that can throw sits between
the adjustment and that assignment. `Dispose` is idempotent, swallows a failed restore, and
releases the handle in a `finally`.
* The privilege is adjusted on the **process** token, so enable → read → restore is a
process-wide side effect and runs under a static gate. Without it a concurrent reader would
see "already enabled", correctly skip its own restore, and then lose the privilege mid-read
when the first reader disposes — a spurious `privilege_denied` on a machine that holds it.
Fields land on the existing `secureboot_status` event (once per agent start,
restart-deduped by the StartupEventGate): `uefiFirmwareReadStatus`, per-cert booleans
(`uefiDbHasWindowsUefiCa2023`, `uefiDbHasWindowsProductionPca2011`,
`uefiKekHasMicrosoftKek2kCa2023`, …) — emitted only when the respective read succeeded —
plus the marker below.
## The one-sided marker (absence-tolerant suppression)
Rule-engine constraints (pinned by `RuleEnginePreconditionTests`):
* **Conditions** never match on an absent field (null guard) — new fields must stay
`required: false` or the rule dies for every old agent.
* **Preconditions**: `not_exists` passes while the field is absent/empty and fails as soon
as the field is present with *any* value; comparison operators fail closed on absence.
A two-sided boolean therefore cannot drive suppression: `not_exists` on
`uefiDbHasWindowsUefiCa2023` would also suppress the rule when the field is present with
`false`. Hence the **one-sided marker** `uefiCa2023FirmwareConfirmed = true`, emitted
ONLY when the db read succeeded AND the 2023 certificate was found — never as `false`.
ANALYZE-SEC-001 v3 adds a `not_exists` precondition on it:
| Device state | Marker | Rule |
|---|---|---|
| Old agent (no firmware fields) | absent | evaluates exactly like v2 |
| New agent, cert missing or firmware unreadable | absent | evaluates; optional conditions `uefiDbHasWindowsUefiCa2023=false` (+20) / `uefiKekHasMicrosoftKek2kCa2023=false` (+10) raise confidence |
| New agent, firmware confirms cert | present | silently suppressed (the customer-reported false positive) |
Because the marker exists nowhere until the new agent ships, the v3 rule is safe to seed
**before** the agent rollout.
## Examples
Customer-equivalent verification from PowerShell (authoritative, matches the reader):
```powershell
[Text.Encoding]::ASCII.GetString((Get-SecureBootUEFI -Name db).Bytes).Contains('Windows UEFI CA 2023')
[Text.Encoding]::ASCII.GetString((Get-SecureBootUEFI -Name KEK).Bytes).Contains('Microsoft Corporation KEK 2K CA 2023')
```
## Citations
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Interop/UefiSecureBootCertReader.cs` — native reader
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/DeviceInfo/DeviceInfoCollector.NetworkAndSecurity.cs` — `CollectSecureBootStatus` / `AppendFirmwareCertFields`
* `rules/analyze/ANALYZE-SEC-001.json` — v3.0.0 rule definition
* `src/Backend/AutopilotMonitor.Functions.Tests/RuleEnginePreconditionTests.cs` — pinned precondition semantics + v3 mirror tests
* Microsoft: [Act now — Secure Boot certificates expire June 2026](https://techcommunity.microsoft.com/blog/windows-itpro-blog/act-now-secure-boot-certificates-expire-in-june-2026/4426856)
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---
type: Concept
title: System Timeline Watcher — clock steps and sleep episodes from the System event log
description: How the agent turns two enrollment blind spots into timeline ground truth via one EventLogWatcher on the System channel — system_clock_changed (Kernel-General 1, oldTime/newTime/timeDeltaMs/process) and system_sleep_episode (Power-Troubleshooter 1 classic sleep/hibernate, Kernel-Power 507 Modern Standby) — including backfill of pre-agent records, the payload-times-are-authoritative rule, SleepSpans in time attribution, the web clock-set jump cause, and ANALYZE-DEV-012.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/SystemTimelineTracker.cs
tags:
- agent
- eventlog
- time
- clock-skew
- standby
- collector
- time-attribution
- analyze-rules
timestamp: 2026-08-21T00:00:00+02:00
---
# System Timeline Watcher
Two things silently distort every session timeline and its wall-clock duration:
1. **The OS clock gets stepped** — classically w32time correcting a wrong BIOS clock early
in OOBE, but also tzutil/MDM actions. Before this watcher the jump was only *inferred*
(TimeJumpBadge, `clock_skew`/DEV-008); Windows records the ground truth.
2. **The device sleeps mid-enrollment** — the timeline shows an unexplained gap, the
duration looks inflated, and nothing says "the device was simply asleep for 56 minutes".
`SystemTimelineTracker` (hosted by `SystemTimelineWatcherHost`, config flag
`Collectors.EnableSystemTimelineWatcher`, ConfigVersion 39) subscribes to the **System**
channel with one provider-qualified XPath and forwards both facts as events.
# Sources and events
| Source (System channel) | Emitted event | Key payload |
|---|---|---|
| `Microsoft-Windows-Kernel-General` EventID 1 | `system_clock_changed` | `oldTime`, `newTime` (ISO-8601), signed `timeDeltaMs`, `reason`/`reasonText` (1=`application_set`, 2=`hardware_clock_sync`), `processName`/`processId` |
| `Microsoft-Windows-Power-Troubleshooter` EventID 1 | `system_sleep_episode` | `kind`=`sleep`/`hibernate` (EffectiveState 5 ⇒ hibernate), `enteredAt`=SleepTime, `exitedAt`=WakeTime, `durationSeconds`, `wakeSourceType`/`wakeSourceText` |
| `Microsoft-Windows-Kernel-Power` EventID 507 | `system_sleep_episode` | `kind`=`modern_standby`, `exitedAt`=TimeCreated, `enteredAt`=exit − DurationInUs, `durationSeconds` (scenario), `sleepDurationSeconds` (real sleep), `reason`, `onAcPower`, `batteryRemainingCapacityOnExit` |
**506 is deliberately not consumed.** 507 carries the full episode; pairing 506/507 would
need an orphan-tolerant state machine across agent restarts for zero information gain — an
episode without a 507 never completed and would not be emitted under any design.
# Thresholds (constants, not knobs)
- `MinClockDeltaMs = 2000` — w32time logs Kernel-General 1 for routine **1 ms micro-slews**
(verified live, several per hour); only genuine steps are emitted. Suppressed records are
still claimed by the dedup watermark.
- `ClockDeltaWarningMs = 5 min` — larger steps are Warning + immediate upload (can break
token/cert validation windows; matches the web TimeJumpBadge threshold).
- `MinSleepDurationSeconds = 60` — **Modern Standby only**: every screen-off scenario logs a
506/507 pair, including seconds-long ones with `SleepDurationInUs 0` (`SleepEntered=false`);
the single duration gate suppresses both. Classic Power-Troubleshooter episodes have no
floor — they only exist for genuinely completed S3/S4 transitions.
# Payload times are authoritative
The decisive clock correction happens exactly when the device clock is untrustworthy, and
the backend clamps implausible event timestamps (±168 h/24 h) to server time. Every semantic
instant therefore travels as an explicit ISO-8601 payload field (`oldTime`/`newTime`,
`enteredAt`/`exitedAt`); consumers must never read the event's own `Timestamp` for these.
The event `Timestamp` is set to the record's TimeCreated (WindowsUpdateTracker backfill
convention) so rows land where the wake/step happened.
# Backfill and dedup
Template: `WindowsUpdateTracker`. `LoadWatermark → arm watcher → backfill` with lookback
`SystemEventBackfillLookbackMinutes` (default 1440 = 24 h; 0 disables). The System .evtx
persists across OOBE reboots, so the pre-agent w32time correction and pre-agent standby
episodes are recovered with `backfilled=true`. Cross-restart dedup via RecordId watermark
(`system-timeline-watermark.json` in the state directory) plus an intra-run `HashSet` —
deliberately **not** a high-water mark, which would drop exactly the older, never-emitted
pre-agent records (the live watcher arms before the backfill scan).
# Non-activity classification (both sides)
Both event types are environment observation, not enrollment progress:
`SignalActivityClassifier.NonActivityEventTypes` (agent — must not reset idle/stall clocks)
and `EventIngestProcessor.IsPeriodicOrStallEvent` (backend — a device that slept through its
stall must stay Stalled).
# Consumers
- **Web timeline** (`EventTimeline.tsx`): badge blocks for both events; the TimeJumpBadge
gains the ground-truth cause `clock-set` — `classifyTimeJump` receives the session's
`system_clock_changed` deltas and matches a backward display step against a backward clock
set within max(60 s, 20 %) (`lib/timeProvenance.ts`).
- **Duration story** (`SessionInfoCard` via `useSessionDerivedData.standbySeconds`): the
wall-clock duration deliberately keeps the pause (the enrollment really took that long);
a `· 🌙 56m standby` note explains it. Episodes are dedup'd on `enteredAt`.
- **Time attribution** (`TimeAttributionCalculator.BuildSleepSpans`, AttributionVersion 3):
`SleepSpan`s mirror `RebootSpan`s — cross-cutting annotations clipped to the observation
windows (a WhiteGlove-pause episode contributes only its in-window flanks), never a slice
of the wall-clock partition. Persisted as `SleepSeconds`/`SleepSpansJson`; rendered as the
standby chip in `TimeAttributionLane`.
- **ANALYZE-DEV-012** (info, `trigger: single`, `on_event:system_sleep_episode`): fires once
per session for episodes ≥ 5 min. Deliberately the ONLY new rule: clock issues already
have DEV-008 (`clock_skew`) — a second clock rule would double-report the same action item
(user decision 2026-08-21); clock steps stay timeline ground truth with badges instead.
# Citations
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/SystemTimelineTracker.cs`
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/Hosts/SystemTimelineWatcherHost.cs`
- `src/Backend/AutopilotMonitor.Functions/Helpers/TimeAttributionCalculator.cs` (`BuildSleepSpans`)
- `src/Web/autopilot-monitor-web/lib/timeProvenance.ts` (`clock-set`, `findExplainingClockChange`)
- `rules/analyze/ANALYZE-DEV-012.json`
- Live payload evidence (2026-08-21, Win11 26220): Kernel-General 1 with `TimeDeltaInMs=1`
micro-slews; Kernel-Power 507 with `SleepDurationInUs=2324095807`; Power-Troubleshooter 1
with `SleepTime`/`WakeTime` across a hibernate.
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---
type: concept
title: WDP Scenario Gates & Completion Backstop
description: How the agent gates Autopilot/ESP-only machinery off on Windows Device Preparation (WDP) sessions and how a WDP session resolves without any ESP signal.
resource: agent
tags: [wdp, device-preparation, decision-engine, collectors, completion]
timestamp: 2026-08-18
---
# Schema
Windows Device Preparation (Autopilot v2, "WDP") has **no deployment profile and no ESP**.
Before the afee7ae0 audit (2026-08-18) the agent ran the full Classic apparatus anyway:
misleading `autopilot_profile_missing` warnings, a ZTD event-log query + HTTP probe,
`esp_config_detected` "unknown/unknown" noise, an Autopilot-channel noise flood
(EventIDs 100/417/418/1005, 900+ occurrences per session), a subtree registry watcher
woken by every WDP progress write, and — worst — no completion path when Hello never
resolved (park until the 360-min watchdog).
## Detection: deterministic vs. fallback
`EnrollmentRegistryDetector` classifies v2 through three rules. Only the first is
**deterministic WDP**:
1. `AutopilotSettings\DevicePreparation\BootstrapperAgent` subkey with non-empty
`ExecutionContext` → the WDP policy orchestration tree, present before the agent
starts. Exposed as `EnrollmentRegistryDetector.IsDeterministicDevicePreparation()`
and the `DevicePreparationExecutionContextRule` constant.
2./3. `CloudAssignedDeviceRegistration == 2` / `CloudAssignedEspEnabled == 0` —
profile-derived legacy signals. They imply a REAL Autopilot profile (just ESP-less),
so every gate below deliberately ignores them: **gates require the deterministic
marker and fail toward Classic behavior.**
## Agent-side gates (all keyed to the deterministic marker)
* `DeviceInfoCollector.CollectAutopilotProfile`: no `autopilot_profile` event, no
`autopilot_profile_missing` warning, no ZTD event-log query, no ZTD HTTP probe.
`enrollment_type_detected` still fires. (WDP devices DO carry an
`AutopilotPolicyCache` with `ProfileAvailable=0` / error 807 `ZtdDeviceIsNotRegistered`
— Windows runs the ZTD download regardless — so the probe fired for real before.)
* `CollectEspConfigurationLocked`: `esp_config_detected` is emitted only when at least
one FirstSync value or ESP tracking list exists (generic null-gate, mirrors the
orchestrator bootstrap's signal gate) — fixes "unknown/unknown" for WDP AND plain
Entra joins.
* `DefaultComponentFactory`: `EspPolicyProviderStallHost` (60-s poll of the ESP-only
`EnrollmentStatusTracking` key) is not created on WDP.
* `EspAndHelloTracker.Start`: `ProvisioningStatusTracker` is not started on WDP — its
subtree watcher sits on `AutopilotSettings`, exactly where WDP's BootstrapperAgent
writes progress, so it woke on every write only to read three ESP category values
that never exist there.
* `ModernDeploymentTracker`: `DevicePreparationNoiseEventIds` {100, 417, 418, 1005}
are suppressed entirely on WDP (before `FormatDescription()`); Critical (level 1)
always passes; genuine WDP diagnostics (e.g. 408) keep flowing. The Autopilot error
backfill (807/809/815/908 replay) is skipped — 807 is the EXPECTED state on WDP.
The watcher itself stays on: WDP's provisioning stack logs into the same channels.
* `StallProbeCollector`: skips the ESP category registry scan on WDP and unions the
noise IDs into its harmless set; the channel scans remain (they carry genuine WDP
diagnostics during a stall).
* `EnrollmentTerminationHandler`: the `app_install_starved` terminal sweep is skipped
on WDP — post-desktop installs are the DESIGNED order there (only DPP-policy apps
run during provisioning); per-app data still travels via `app_tracking_summary` and
final-status.json.
## DecisionCore: WDP completion without ESP facts
* **Seeding**: `EnrollmentFactsObserved` carries `enrollmentTypeDeterministic`;
the deterministic marker seeds `DevicePreparation` at **High** confidence (same
registry-determinism standard as the self-deploying OobeConfig bits), the fallback
rules stay Medium. The three explicit downgrade guards from d0ab3eee remain as
defence in depth.
* **Arm D** (`ShouldTransitionToAwaitingHello`): on WDP the DAD-validated real-user
desktop is a legitimate promotion basis — arms A–C are unsatisfiable by construction
(no provisioning categories, no Shell-Core 62407 final exit). With a disabled Hello
policy the fast-path now completes at desktop arrival.
* **Prerequisites**: `completion_waiting` never lists
`account_setup_provisioning_complete` on WDP (unsatisfiable; mirrors the
`skipUserEsp` exemption).
* **Backstop**: `DeadlineNames.DevicePrepCompletion` (30 min, replay-safe base) is
armed by `HandleDesktopArrivedV1` when a WDP session parks desktop-first with Hello
pending. On fire it mirrors the HelloSafety timeout: synthetic
`HelloOutcome=Timeout` + completion through Finalizing. This closes the
"no Hello → park until watchdog" hole; a timer surviving into a terminal stage is
swallowed by the post-terminal dispatch guard.
* **Tripwire**: `DecisionStepProcessor.IsParkedWithoutDeadline` has a WDP branch
(dead-end zone = desktop arrived) so a regression in the backstop becomes visible
as `session_parked_without_deadline`.
# Examples
Session afee7ae0 (the audit trigger): Succeeded in 9:32 min, but its timeline carried
`autopilot_profile` (807), an `autopilot_profile_missing` WARN, `esp_config_detected`
unknown/unknown, 30 `modern_deployment_log` rollup events and 10 `app_install_starved`
entries — all structurally meaningless on WDP. After the gates, the same session shape
emits none of these; completion rode Hello-skipped + desktop as before.
Deliberately NOT changed (open follow-ups, see the WDP audit topic memory): the ESP
phase vocabulary (`esp_phase_changed`/stage names ride the Classic rails on WDP),
subscription to the `BootstrapperAgentServiceLogProvider` event channel, and
`registry_app_state` as the primary WDP app source.
# Citations
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Security/EnrollmentRegistryDetector.cs` — deterministic rule + helper
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/DeviceInfo/DeviceInfoCollector.NetworkAndSecurity.cs` — profile/ESP emission gates
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Enrollment/SystemSignals/ModernDeploymentTracker.cs` — `DevicePreparationNoiseEventIds`
* `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.DevicePreparation.cs` — backstop deadline
* `src/Shared/AutopilotMonitor.DecisionCore/State/EnrollmentScenarioProfileUpdater.cs` — High/Medium seeding
* Tests: `DevicePreparationEngineTests`, `ModernDeploymentTrackerDevicePrepTests`, `EnrollmentTerminationHandlerTests.StarvedApps_skipped_on_device_preparation`, `DeviceInfoCollectorEspRefreshTests.NoEspEvidenceAtAll_SuppressesTheEvent`
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---
type: Architecture Guide
title: Autopilot Monitor – Architecture Guide
description: High-level architecture overview and solution layout for contributors.
tags:
- architecture
- agent
- backend
- web
- mcp
timestamp: 2026-07-06T21:39:29+02:00
---
# Autopilot Monitor – Architecture Guide
> High-level architecture overview and solution layout for contributors.
> Full product documentation lives at https://docs.autopilotmonitor.com.
---
## High-Level Overview
```text
+----------------------------------------------------------------------------------+
| Autopilot Monitor - Architecture |
+----------------------------------------------------------------------------------+
[Admin/User Browser]
|
| HTTPS
v
+-----------------------------+ OIDC +-------------------------------+
| Web App (Next.js) |<---------------->| Microsoft Identity (Entra ID) |
| Dashboard / Progress | | Auth / Authorization |
+-----------------------------+ +-------------------------------+
^ ^
| |
| | Live updates
| |
| | +---------------------------+
| +-------------------------| SignalR Hub |
| | Real-time event stream |
| +---------------------------+
| ^
| REST / API |
v | events
+---------------------------+ Data & |
| Azure Functions Backend |------> Integrations ---+
| APIs / Ingestion / Rules | \
+---------------------------+ \ +---------------------------+
^ +----->| Storage Tables |
| mTLS | Sessions / Events / Rules |
| telemetry / events +---------------------------+
| +---------------------------+
+---------------------------+ | Notifications |
| Agent on Windows Devices | | Teams / Slack / Webhooks |
| Enrollment + app progress | +---------------------------+
+---------------------------+
+---------------------------+
| MCP Server |
| Azure Container App |
+---------------------------+
```
**Core Data Flow:**
```
Device (Agent) ──JSON telemetry+gzip──► Azure Functions ──► Azure Table Storage
│ │
├── SignalR ─────────►│
│ │
Web Dashboard ◄── REST API ◄──┘
```
| Component | Technology | Purpose |
|-----------|------------|---------|
| **Agent** | .NET Framework 4.8 (Windows) | Runs on devices during enrollment, collects telemetry |
| **SummaryDialog** | .NET Framework 4.8 (WPF) | Post-enrollment summary UI (outcome, app timeline, auto-close) |
| **Backend** | Azure Functions .NET 8 (Isolated Worker) | REST API, event processing, rule engine, storage |
| **Web** | Next.js 15 + TypeScript + React 18 | Dashboard, settings, analytics, real-time UI |
| **Shared** | .NET Standard 2.0 | DTOs, models, enums, constants shared between Agent & Backend |
| **MCP Server** | Azure Container App | Model Context Protocol server for AI-assisted analysis |
---
## Solution Structure
```
AutopilotMonitor.sln
├── src/
│ ├── Shared/
│ │ ├── AutopilotMonitor.Shared/ (netstandard2.0 – DTOs, models, enums, constants)
│ │ └── AutopilotMonitor.DecisionCore/ (netstandard2.0 – completion decision engine)
│ ├── Agent/
│ │ ├── AutopilotMonitor.Agent.V2/ (net48, Exe – entry point; output named AutopilotMonitor.Agent.exe)
│ │ ├── AutopilotMonitor.Agent.V2.Core/ (net48, Lib – core logic)
│ │ ├── AutopilotMonitor.Agent.V2.Core.Tests/ (net48, xUnit – agent unit tests)
│ │ ├── AutopilotMonitor.DecisionCore.Tests/ (net48, xUnit – decision engine tests)
│ │ ├── AutopilotMonitor.SummaryDialog/ (net48, WPF – enrollment summary UI)
│ │ └── AutopilotMonitor.SummaryDialog.Tests/ (net48, xUnit)
│ ├── Backend/
│ │ ├── AutopilotMonitor.Functions/ (net8.0, Azure Functions v4)
│ │ └── AutopilotMonitor.Functions.Tests/ (net8.0, xUnit)
│ ├── McpServer/
│ │ └── autopilot-monitor-mcp/ (TypeScript/Node – MCP server; deployed as Azure Container App)
│ └── Web/
│ └── autopilot-monitor-web/ (Next.js 15, TypeScript)
├── rules/
│ ├── gather/ Individual gather rule JSONs
│ ├── analyze/ Individual analyze rule JSONs
│ ├── ime-log-patterns/ IME regex pattern JSONs
│ ├── schema/ JSON Schema definitions
│ ├── guardrails.json Gather-rule guardrail allow-lists (source)
│ ├── scripts/ combine.js
│ └── dist/ Combined output (embedded in Functions)
├── infra/ Bicep templates (MCP server)
├── scripts/
│ ├── Backup/ Table backup/restore tooling
│ ├── Bootstrap/ Intune deployment scripts
│ ├── CustomerSetup/ Customer onboarding helpers
│ └── Deployment/ CI/CD build scripts
└── .github/workflows/ CI/CD pipelines
```
**Project References:**
```
Shared + DecisionCore ◄── Agent.V2.Core ◄── Agent.V2
◄── Agent.V2.Core.Tests
Shared + DecisionCore ◄── DecisionCore.Tests
Shared + DecisionCore ◄── Functions ◄── Functions.Tests
SummaryDialog ◄── SummaryDialog.Tests (standalone; compiled alongside the agent build)
Web (independent – communicates via REST + SignalR)
McpServer (independent – talks to the backend REST API)
```
---
@@ -0,0 +1,82 @@
---
type: concept
title: Attempt-Scoped App Install Durations
description: AppInstallSummary.DurationSeconds measures the status-defining (last) install attempt via a LastAttemptStartedAt max-fold anchor — replacing the first-observation-to-last-terminal span that billed multi-pass IME processing gaps to trivial apps; time attribution counts the union of active attempt segments.
resource: src/Backend/AutopilotMonitor.Functions/Services/EventIngestProcessor.AppInstall.cs
tags: [backend, agent, ingest, app-installs, metrics, time-attribution, durations]
timestamp: 2026-08-21
---
# Problem
The IME processes the ESP app list in multiple passes: a device-ESP evaluation pass can
touch an app (often ending `Skipped`) long before the real install runs in a later pass.
`AppInstallSummary` is keyed by `{SessionId}_{AppName}` and folded from ALL of the app's
events, so `DurationSeconds = last terminal − first observation` spanned those passes.
Field case (session `44862cd3`, "Set TimeZone"): evaluation pass 09:16, real install
10:22:58 → 10:23:21 — reported 4002 s for a 23-second install. Fleet averages, the
Slowest-Apps ranking, p95s, and the version-regression radar all inherited the inflation;
the rule engine's `app_install_duration` (already attempt-scoped) contradicted the
dashboard for the same install.
# Schema
Three durable anchors on the row — each with a distinct, non-interchangeable job:
| Column | Fold | Role |
|---|---|---|
| `StartedAt` | min (earliest wins) | First observation. Server-side window/bucket filter of every AppInstallSummaries scan and the radar's version-ordering key. Never re-anchored. |
| `LastAttemptStartedAt` | **max** (in-batch and in `ReconcileAppInstallSummaryWithExisting`) | Anchor of `DurationSeconds`. Null = sentinel (row predates 2026-08, or no start observed) → duration falls back to the historical `StartedAt` span. Replay of an older batch can never regress it. |
| `InstallPassCount` | additive, guarded by `LastAttemptStartedAt` monotonicity (a batch whose newest start is not newer than the stored anchor adds 0) | Explains "finished long after first seen" (web ×N chip); 2+ is normal. |
`DurationSeconds = CompletedAt − LastAttemptStartedAt`, computed at the terminal event and
re-derived in one central reconcile site covering in-order and Q4 out-of-order batches.
A `LastAttemptStartedAt` newer than `CompletedAt` means a fresh pass is in flight — the
completed attempt's stored duration stands (the 0 value omits the column; Merge preserves).
`DownloadDurationSeconds` pairs the latest `app_download_started` with the NEXT
`app_install_started` (attempt-scoped, in-batch). The full span stays derivable as
`CompletedAt − StartedAt` — deliberately not a column.
Weaker-terminal guard (both in-batch and cross-batch): `app_install_completed` with
state `Skipped`/`Postponed` never overrides an `Installed`/`Error` terminal, nor its
`CompletedAt`/`DurationSeconds` — mirroring the long-pinned `app_install_skipped` rule.
# Consumers
* **Fleet metrics / apps dashboard / PDF** (`MetricsMath`, `AppsAnalyticsHelper`): values
drop to attempt scale; labels say "install time (final attempt)". The 6 h
`MaxPlausibleInstallDurationSeconds` gate remains (an attempt longer than the agent's
lifetime is still unobservable).
* **AppVersionRegressionRadar**: cutover gate in `MeasuredAppGroups` — only rows with
`LastAttemptStartedAt` enter the duration population, on BOTH comparison sides. A mixed
population would mask real regressions and falsely re-arm active episodes for up to the
35-day horizon. `MinMeasuredInstalls` keeps it silent until enough post-cutover rows
exist. Thresholds (2.0× / 300 s) were tuned on span data — re-evaluate ~4 weeks after
rollout.
* **Time attribution** (`TimeAttributionCalculator.BuildBlockingAppIntervals`):
sequence-ordered start→terminal pairing yields one segment per pass/attempt. Per-app
seconds = SUM of clamped segments (failed attempts and evaluation passes count — they
occupied the path); occupancy merges the segments, never the per-app hulls; hull
endpoints remain first-start→last-terminal for display and what-if. Deliberately
BROADER than the metrics duration: active time across all passes vs. final attempt.
* **Agent payloads** (`AppInstallTiming` / `ImeLogTrackerAdapter.UpdateAppTiming`): a
terminal→active transition re-arms BOTH endpoints, so event `durationSeconds` also
describes the attempt (needs the agent release carrying this change).
* **Rule engine** `app_install_duration`: was already attempt-scoped — now consistent.
# Rollout
No backfill (user decision, analog to the CMTrace legacy): pre-cutover rows keep span
values, so time-series charts step down visibly at the changeover (documented in the
public platform changelog). Sentinel-gated columns follow the standard chain:
`BuildAppInstallSummaryEntity` + `MapToAppInstallSummary` + `AppsDashboardProjection`
(the only projection whose consumers read the new columns).
# Citations
* `src/Backend/AutopilotMonitor.Functions/Services/EventIngestProcessor.AppInstall.cs` — fold + weaker-terminal guard + attempt pairing
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.Metrics.cs` — reconcile max-fold, pass-count guard, central duration recompute
* `src/Backend/AutopilotMonitor.Functions/Helpers/AppVersionRegressionRadar.cs` — cutover gate
* `src/Backend/AutopilotMonitor.Functions/Helpers/TimeAttributionCalculator.cs` — per-pass segments + occupancy
* `src/Agent/AutopilotMonitor.Agent.V2.Core/SignalAdapters/ImeLogTrackerAdapter.cs` — payload timing re-arm
* Tests: `AppInstallTerminalStateAndReconcileTests`, `EventTimestampValidationTests`, `AppVersionRegressionRadarTests`, `TimeAttributionCalculatorTests`
@@ -0,0 +1,98 @@
---
type: Concept
title: App Version Duration Regression Radar
description: How the radar detects app versions whose median install duration regressed vs. the previous version (median lift ≥2x plus an absolute floor over first-seen-ordered versions), how alert episodes live in the appversionregression tracker keyspace, and which surfaces show them.
resource: src/Backend/AutopilotMonitor.Functions/Helpers/AppVersionRegressionRadar.cs
tags:
- backend
- apps
- regression-radar
- insights
timestamp: 2026-08-13T12:00:00+02:00
---
# App Version Duration Regression Radar
Detects "version X made this app's installs much slower" — the concrete, quotable insight
("median install duration rose from 11 to 29 min after version X") — from the per-(session,
app) `AppInstallSummaries` rows. Duration only: failure-rate per version is already visible
in the apps dashboard's `versionBreakdown`, and rate regressions belong to Wilson-interval
statistics, not medians.
# Schema
## Signal & detection
Per (tenant, app), the MEASURED install population is: `Status == "Succeeded"`, terminal
state not Skipped/Postponed, `MetricsMath.HasMeasuredDuration` (1s..6h — 0s means the start
was unobserved, above 6h means back-stamped batches), no `AppIdCollision`, non-empty
`AppVersion`. Versions are ordered by FIRST-SEEN install time (min `StartedAt`), never by
string comparison ("9.1" vs "2024.10" would lie). The comparison pair is always the newest
version (the one with the most recent measured install) vs. the version with the latest
first-seen strictly before it.
MEDIANS, not means (nearest-rank, shared with the apps dashboard via
`AppsAnalyticsHelper.Percentile`) — one back-stamped straggler must not fire a fleet alert.
A regression fires only when ALL hold over the trailing 35-day horizon:
1. both versions have ≥ 10 measured installs;
2. current median ≥ 2× the previous version's median;
3. absolute increase ≥ 300 s (a 20s→45s app is noise, not an incident).
## Suppression & limits
* Parallel ring rollouts can make "previous" a concurrently-deployed version — accepted in
v1; the episode key (app, current version) still caps it at one bell per version.
* Platform kill switch: app setting `AppVersionRegressionRadarDisabled=true` skips the
radar (fail-open — it only notifies, never mutates data).
* One cross-tenant install-summary read per pass (the same query the global apps dashboard
runs), grouped by tenant; per-tenant failures are non-fatal.
## Alert episodes (tracker keyspace)
An episode lives as `appversionregression|{app-lower}|{version-lower}` (table-key-sanitized;
raw AppName/CurrentVersion live in columns, the mapper never parses the RowKey) in the
notification-tracker table, next to the `ruleregression|` keyspace: the row IS the dedup
(bell + ops event fire exactly once per episode) and the `versionRegressions[]` payload —
both medians, both sample counts, lift. Numbers refresh on every radar pass while the
episode stays active; `FirstNotifiedAt` never moves. The episode closes (dedup re-arms) when
the alerted version drains under 10 measured installs in the horizon or its recomputed
median falls back under 1.5× the previous version's median; the tracker's 30-day retention
sweep also re-arms, so a month-old still-burning regression rings once more by design.
## Notification chain (v1: bell + ops event)
* Tenant bell `app_version_duration_regression` (audience: Admin), href
`/apps/detail?name={app}&days=35` (canonical `appDetailUrl` shape). Message carries the
full numbers so the admin can verify without a portal round-trip.
* Ops event `AppVersionDurationRegression` (Tenant category, Warning) — dual-registered in
the web `OPS_EVENT_TYPES` catalog so operators can wire Telegram/Teams/Slack alert rules.
## Surfaces
* `apps/{appName}/analytics` (+ global twin with `?tenantId=`) responds with
`versionRegressions[]` (empty for the cross-tenant aggregate — episodes are per-tenant
rows), and `versionBreakdown[]` rows now carry `measuredInstalls` /
`medianDurationSeconds` / `p95DurationSeconds`.
* Apps detail page: amber "↑ Duration regression" banner above the version cards and a
"Median Install Duration by Version" bar chart.
# Examples
A tenant ships Contoso VPN 2.4.0 after 2.3.9. 2.3.9 has 40 measured installs, median 660s;
2.4.0 accumulates 12 measured installs with median 1740s. Lift 2.6×, absolute +1080s →
episode `appversionregression|contoso vpn|2.4.0` opens, one bell + one ops event fire.
Subsequent passes refresh the numbers only. When 2.4.1 replaces 2.4.0 and 2.4.0 drains
below 10 measured installs in the horizon, the episode deletes and the dedup re-arms.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Helpers/AppVersionRegressionRadar.cs` — pure core
(gates, first-seen ordering, re-arm).
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.AppVersionRegression.cs`
— orchestration, kill switch, bell/ops-event emission, wording contract.
* `src/Backend/AutopilotMonitor.Functions/DataAccess/TableStorage/TableHardwareRejectionNotificationTracker.cs`
— episode keyspace, entity round-trip.
* `src/Shared/AutopilotMonitor.Shared/Models/Metrics/AppVersionRegressionAlert.cs` — persisted
alert payload.
* [Rule Regression Radar](rule-regression-radar.md) — the sibling pattern this radar mirrors.
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---
type: Concept
title: Business Timestamps vs. the Azure Tables System Timestamp
description: Why the system Timestamp is never authoritative, how the 2026-07-18 migration exposed that, and the OccurredUtc + RowKey-decode compensation (mappers, RowKey-range date filters, retention, backfill).
resource: /src/Backend/AutopilotMonitor.Functions/Helpers/BusinessTimestamp.cs
tags:
- backend
- table-storage
- audit-log
- ops-events
- events
- migration
timestamp: 2026-07-20T00:00:00+02:00
---
# Problem
Azure Table Storage's `Timestamp` is a **system property**: the server ignores any supplied
value on write and stamps the row's *write* time; every row rewrite (storage-account
migration, MERGE) resets it. Three tables nevertheless treated it as the business event
time — writes like `["Timestamp"] = evt.Timestamp` were silent no-ops, unnoticed because
write time ≈ event time in normal operation.
The 2026-07-18 EU storage migration rewrote every row, so all migrated rows in
**AuditLogs**, **OpsEvents**, and **Events** read as "2026-07-18 ~13:58 UTC": displays were
wrong, date-window filters matched the wrong rows, and retention froze (nothing older than
the migration moment) with a mass-delete cliff one retention period later.
# Rule
**The system Timestamp is never authoritative.** Every table that needs an event time
stores it in the custom column `OccurredUtc` (`BusinessTimestamp.OccurredUtcColumn`).
Custom columns are copied verbatim by `scripts/Migration/Copy-TableStorage.ps1`, so future
migrations preserve chronology. Migration checklist: any table whose reads/filters depend
on a timestamp must carry it as a custom column — audit this before every storage move.
# Recovery sources per table
The original time survives migrations inside the RowKey:
| Table | RowKey scheme | Decodable |
|---|---|---|
| AuditLogs | `!{MaxTicks-ticks:D19}_{guid:N}` (since 2026-05-06) | Yes; legacy bare-GUID rows (pre-2026-05) are lost |
| OpsEvents | `{MaxTicks-ticks:D19}` | Yes, all rows |
| Events | `{ts:yyyyMMddHHmmssfff}_{seq:D10}` (sanitized agent time) | Yes, all rows (ms precision) |
# Mechanism
`BusinessTimestamp` (Functions/Helpers) is the single source of truth: RowKey decoders,
the OData clause builders, and `GetUtcDateTime` (datetime columns materialize as
`DateTimeOffset` *or* `DateTime` depending on payload shape — always read via this helper).
1. **Read mappers** resolve `OccurredUtc` → RowKey decode → system Timestamp (last
resort; only audit legacy GUID rows end there). Resolvers:
`TableStorageService.ResolveAuditTimestamp`, `TableOpsEventRepository.ResolveTimestamp`,
`TableStorageService.ResolveEventTimestamp` (also used by
`GetEarliestSessionEventTimestampAsync`, which feeds StartedAt/Duration reconciliation —
a system-Timestamp read there would rewrite migrated sessions' derived fields).
2. **Date-window filters and retention use RowKey ranges**, not property comparisons:
OData excludes rows missing a compared property (an `OccurredUtc` filter would drop
every not-yet-backfilled row), and RowKey ranges are index-backed. Boundary semantics
are tick-exact equivalents of the old `Timestamp ge/le` clauses.
**Trap:** audit legacy GUID RowKeys (hex first char) sort *after* all `!`-rows, so
every lower bound `RowKey ge '!…'` must be paired with `RowKey lt '"'`
(`AuditTimeEncodedUpperBound`) — without the guard, a retention sweep would delete all
legacy rows. Pinned by `BusinessTimestampFilterClauseTests`.
3. **Writes** in all three tables now set `OccurredUtc`; the no-op `["Timestamp"]`
entries were removed.
4. **Backfill** (`POST /api/maintenance/backfill-occurred-utc`, GlobalAdminOnly, dry-run
by default, `table=audit|ops`, batched via `maxRows`/`continuation`): MERGE that adds
only `OccurredUtc` decoded from the RowKey — deterministic and idempotent. **Events
rows are deliberately never backfilled** (read-path decode is sufficient; no bulk
mutation of enrollment evidence). Note: a MERGE resets the row's system Timestamp —
irrelevant once nothing depends on it.
5. **Audit retention** runs two passes until ~2027-01: RowKey-range for `!`-rows plus a
`RowKey ge '0' and Timestamp lt …` pass that ages legacy GUID rows out via their frozen
migration-date system Timestamp (remove after 2027-03-01).
# Consequences
* Audit legacy GUID rows have "unknown date" semantics: excluded from date-filtered
views, shown with the (wrong but honest) 2026-07-18 fallback in unfiltered views.
* Raw endpoints (`/api/raw/*`, `query_table`) intentionally keep showing the raw system
Timestamp — they are storage-state inspectors, not business views.
* Event timestamps for pre-cutover rows resolve to the RowKey's sanitized agent time
(ms precision); `ReceivedAt` (server ingest time, rows since 2026-03-19) and
`OriginalTimestamp` (pre-clamp agent time, clamped rows only) remain separate fields.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Helpers/BusinessTimestamp.cs` — decoders + clause builders
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.Maintenance.cs` — audit write/mapper/filters/retention
* `src/Backend/AutopilotMonitor.Functions/DataAccess/TableStorage/TableOpsEventRepository.cs` — ops write/mapper/filters/retention
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.Sessions.cs` — event writes, `ResolveEventTimestamp`, earliest-event read
* `src/Backend/AutopilotMonitor.Functions/Services/OccurredUtcBackfillService.cs` + `Functions/Admin/BackfillOccurredUtcFunction.cs` — backfill
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---
type: Concept
title: W365 Cloud PC Device Validation — Cert-CN-Bound Fallback Validator
description: Why Windows 365 Cloud PCs can never pass the Autopilot serial lookup, and how the CloudPc validator admits exactly the tenant's service-provisioned Cloud PCs by binding the MDM certificate's Subject CN (= Intune device id) to the Graph virtualEndpoint/cloudPCs inventory.
resource: src/Backend/AutopilotMonitor.Functions/Security/CloudPcDeviceValidator.cs
tags:
- backend
- security
- device-validation
- windows365
- cloudpc
- graph
timestamp: 2026-08-06T00:00:00+02:00
---
# W365 Cloud PC Device Validation
Windows 365 Cloud PCs are provisioned headless by the Windows 365 service and are
**structurally never Autopilot-registered** — the serial lookup against
`windowsAutopilotDeviceIdentities` (and the Corporate Identifier fallback, whose
serials nobody can pre-import for VMs minted at provisioning time) always misses.
Before this validator, a Cloud PC agent died in the 403 "Device not registered"
even though its mTLS cert was perfectly valid, so Cloud PC first-connect
enrollment (Account Setup, RealmJoin, Hello) could not be monitored.
# Schema — the validator chain
`SecurityValidator.ValidateRequestAsync` stage 4 runs the same chain for every
device; there is **no device-type routing** and the local W365 markers
(Windows365 registry key, CloudManagedDesktopExtension service) are never
consulted for auth — they gain an attacker nothing:
1. **Autopilot serial lookup** (`ValidateAutopilotDevice`) — unchanged primary.
2. **Corporate Identifier** (`ValidateCorporateIdentifier`) — unchanged fallback.
3. **CloudPc** (`ValidateCloudPcDevice`, default off) — only reached when 1+2
missed. Extracts the Intune device id from the **chain-validated** client
certificate's Subject CN (`TryGetIntuneDeviceIdFromCertSubject`: CN present
AND canonical GUID, else definitive reject) and requires a `cloudPC` object
with `managedDeviceId eq <CN>` in the claimed tenant
(`GET /v1.0/deviceManagement/virtualEndpoint/cloudPCs?$filter=…`).
`ValidatedBy = ValidatorType.CloudPc (5)`.
Only machines actually provisioned by the Windows 365 service have a `cloudPC`
object — a regular Intune-enrolled non-Autopilot device still ends in the 403,
so the "Autopilot devices only" contract of stages 1–2 is not widened. The
tenant hard gate accepts `ValidateCloudPcDevice` as a third satisfying flag.
## Why the cert CN, not headers or local markers
Field-verified 2026-08-06 on a real W365 Enterprise Cloud PC (gktatooine.net):
- MDM client cert Subject `CN=07623d56-…` == Intune `managedDevice.id` ==
`cloudPC.managedDeviceId`. The CN cannot be forged without the Intune MDM
Device CA (chain pinned to embedded roots, `CustomRootTrust`).
- `$filter=managedDeviceId eq '…'` is supported server-side on **v1.0** — no
paging fallback needed.
- `managedDevice.serialNumber` matches local `Win32_BIOS.SerialNumber` exactly;
the "Cloud PC Enterprise …" model string exists **only** in Graph, never in
local WMI (local WMI reports Manufacturer='Microsoft Corporation',
Model='Virtual Machine').
Threat model: a valid Intune cert from a *different* tenant fails (its CN does
not exist in the claimed tenant's Cloud PC inventory — this is a *tenant
binding* the serial-based validators do not have); spoofed serial headers and
faked local W365 markers are irrelevant (never consulted); a rogue enrolled VM
with doctored SMBIOS cannot mint a `cloudPC` object (service-side state, not
device-reported inventory — the reason the model-string gate was rejected).
Retired/deprovisioned Cloud PCs disappear from the inventory and their
validation dies with them (compensates the absent cert revocation check).
Residual: a compromised *legitimate* Cloud PC of the tenant — same trust level
as any tenant device today, rate-limited by cert thumbprint.
## Graph permission plumbing
- Optional add-on permission `CloudPC.Read.All` — NOT part of the default
consent set. Feature `W365CloudPcValidation` in `GraphFeatureCatalog` →
surfaces automatically in the "Optional Graph capabilities" UI (the feature
table and grant command are backend-driven) and in
`Grant-AutopilotMonitorAddOn.ps1` (`-Features W365CloudPcValidation`).
`GraphFeatureCatalogSyncTests` pins C# catalog ↔ grant script (previously
comment-only lock-step).
- A Graph **403** (permission not granted) is a definitive negative (cached
5 min), NOT transient — a 503 Retry-After loop cannot fix a missing grant.
The error message names the add-on feature.
- Same resilience contract as `AutopilotDeviceValidator`: 30/5 min
positive/negative cache, 2 attempts, transient → agent-facing 503.
## Bootstrap script interplay (v2.3-dev.3)
The Cloud-PC relax in `Install-AutopilotMonitor-dev.ps1` additionally exempts
**guard 4** (12 h uptime window): a Cloud PC runs headless for days before the
user's first connect, and the monitorable phase (Account Setup) only starts at
that first connect — the single-fresh-profile window (< 15 min) is the time
anchor there, not boot uptime. The OOBE-restore trigger keeps the uptime guard.
## Agent-side IsCloudPc flag + decision-engine expectation
Same change set, agent side. `CloudPcDetector` (V2.Core) re-uses the bootstrap's
field-verified marker AND — `HKLM\SOFTWARE\Microsoft\Windows365` key **plus**
installed `CloudManagedDesktopExtension` service (probed via its
`HKLM\SYSTEM\CurrentControlSet\Services` key; the agent deliberately has no
`System.ServiceProcess` dependency). SKIP-safe: any error resolves `false`.
Three independent transport rails, never an auth input:
- **Session metadata** — `SessionRegistration.IsCloudPc` →
Sessions table (sticky-true OR across re-registrations, like
`IsSelfDeployingProfile`) → SessionsIndex full mirror → `SessionSummary` →
search filter `isCloudPc` (portal, `/api/search/sessions`, `/api/raw/sessions`,
MCP `search_sessions`/`query_raw_sessions`). Agent-reported and unverified —
can legitimately disagree with the server-derived `ValidatedBy = CloudPc`
(e.g. Cloud PC admitted via a stage that ran earlier).
- **Distress channel** — `DistressReport.IsCloudPc` (captured once at
`DistressReporter` construction, `BackendClientFactory`) rides every pre-auth
distress report → `DistressReportEntry.IsCloudPc` → the "Devices Not
Registered" report aggregates it **sticky-true** per serial
(`GetDeviceNotRegisteredFunction`) and the portal insight renders a Cloud PC
badge plus a hint pointing at the Cloud PC validation toggle + the
`W365CloudPcValidation` add-on. Same UNVERIFIED contract as all distress
fields; rows from older agents read false. Fits the existing 1536-byte
payload cap without a bump.
- **Decision engine** — the marker rides the `EnrollmentFactsObserved` payload
(`isCloudPc`), is recorded set-once for BOTH values in
`EnrollmentScenarioObservations.CloudPc`, and annotates the scenario profile
reason `cloud_pc_first_connect:no_device_esp_expected`. That is the
engine-recorded expectation "no Device ESP phase will appear": Device-ESP ran
headless at provisioning, the session starts at Account Setup. Deliberately
reason+observation only — no completion arm depends on DeviceSetup, `Mode`
is still classified by AccountSetup/IME signals (Classic), and `EspConfig`
keeps the *configured* FirstSync semantics. The positive marker surfaces as
`cloud_pc_marker` in the terminal audit-trail signal census.
# Citations
- `src/Backend/AutopilotMonitor.Functions/Security/CloudPcDeviceValidator.cs`
- `src/Backend/AutopilotMonitor.Functions/Security/SecurityValidator.cs` — stage 4 chain, `TryGetIntuneDeviceIdFromCertSubject`
- `src/Shared/AutopilotMonitor.Shared/Models/Graph/GraphFeatureCatalog.cs` — `W365CloudPcValidation`
- `scripts/CustomerSetup/Grant-AutopilotMonitorAddOn.ps1` — customer-side grant
- `scripts/Bootstrap/Install-AutopilotMonitor-dev.ps1` — Cloud-PC relax + guard-4 exemption
- `src/Backend/AutopilotMonitor.Functions.Tests/CloudPcDeviceValidatorTests.cs`, `SecurityValidatorTests.cs`, `GraphFeatureCatalogSyncTests.cs`
- `src/Agent/AutopilotMonitor.Agent.V2.Core/Security/CloudPcDetector.cs` — agent-side marker AND
- `src/Shared/AutopilotMonitor.DecisionCore/State/EnrollmentScenarioObservations.cs` — `CloudPc` fact; reason annotation in `EnrollmentScenarioProfileUpdater`
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---
type: Concept
title: Device Journeys & First-Time-Right (F2)
description: How a device's terminal enrollment attempts are grouped into journeys (device key, junk-serial exclusion, first-success end, 30-day gap), where the DeviceHistories chain and the daily FTR aggregates are computed, stored and pruned, and which surfaces serve them.
resource: src/Backend/AutopilotMonitor.Functions/Helpers/DeviceJourneyCalculator.cs
tags:
- backend
- metrics
- device-history
- first-time-right
- insights
timestamp: 2026-07-27T12:00:00+02:00
---
# Device Journeys & First-Time-Right (F2)
Answers "how many devices enrolled right on the first try?" and "show me every attempt
this device made". Session success rate hides wipe-and-retry loops — every retry that
eventually succeeds counts as a success; First-Time-Right (FTR) exposes the real pain.
All grouping semantics live server-side in `DeviceJourneyCalculator` (JourneyVersion 1);
no consumer re-derives them.
# Schema
## Device key
`(TenantId, normalized serial)` — normalization is trim + lower-case. Junk/placeholder
serials are excluded entirely (never a chain, never in FTR, disclosed as a per-day
exclusion count): `System Serial Number`, `To Be Filled By O.E.M.`, `Default string`,
`0`, `None`, `INVALID`, `Unknown` (the agent's WMI-failure sentinel), empty, or shorter
than 4 characters. A motherboard swap changes the serial and therefore the device key;
re-enrollment under a different tenant is a separate key by design.
## Journey
Terminal sessions of a device key ordered by StartedAt. The terminal set is
**Succeeded / Failed / Incomplete** — `Pending` (a sealed WhiteGlove part 1),
`AwaitingUser`, `Stalled` and `InProgress` are OPEN sessions and never attempts.
* A journey **ends** with the first terminal success; the next session starts a new
journey (redeployment).
* A gap of **more than 30 days** since the previous attempt's terminal moment
(`CompletedAt`, fallback StartedAt) starts a new journey even without a success
(device shelved/repurposed). Constant, not a setting — production gaps: median 4.9 h,
92 % < 7 d.
* WhiteGlove part 1 + part 2 share ONE session row, so a completed WG enrollment is ONE
attempt; a WG device still waiting for its user session leaves the journey open —
never a failed attempt.
* **Attempt count** = terminal sessions in the journey (`Failed` and `Incomplete` are
non-successful attempts).
* **FTR rate** = completed journeys with attempt count 1 ÷ all completed journeys.
Open and gap-abandoned journeys never enter numerator or denominator.
Durations shown for attempts are the sessions' authoritative `DurationSeconds` verbatim
(WhiteGlove pause excluded; `Incomplete` deliberately has none) — never
`CompletedAt − StartedAt`, which is later in ~25 % of terminal sessions.
## Persistence & compute
* `DeviceHistories` (PK = TenantId, RK = percent-encoded normalized serial): the chain of
the device's terminal session refs `{sessionId, startedAt, completedAt, status,
enrollmentType, isPreProvisioned, durationSeconds, adminMarked}` capped at the 20 most
recent, plus derived `CurrentJourneyAttempts` (the LAST journey's attempts — the
banner's "Attempt N"), `JourneyCount` (chain-scoped) and `JourneyVersion`. Written
inline at the session-terminal single-writer seam
(`TableSessionRepository.UpdateSessionStatusAsync`, all three terminal statuses,
DeletionState-guarded) so the session banner is fresh; healed by the maintenance sweep.
Deliberately NOT part of the per-session deletion manifest — the row aggregates many
sessions. Wiped on tenant offboarding.
* Sweep (`SweepDeviceJourneysAsync`, 30-day rolling window, 2h tick): (1) drops chain
refs of deleted sessions **tombstone-driven** — every session deletion (cascade and
retention both run through the cascade worker) leaves a `SessionTombstones` marker for
~7 days, far longer than the sweep cadence, and even an expired-but-unpruned marker is
valid deletion evidence; a chain left empty deletes its row. (2) Merges the window's
terminal sessions into their chains (backfill, inline-miss healing, re-terminal
reclassifications). (3) Recomputes the daily FTR aggregates idempotently.
* `DeviceJourneyAggregates` (PK = TenantId or `global`, RK = `{yyyy-MM-dd}`): per day —
completed journeys, first-time-right count, attempt histogram, junk-serial exclusion
count, `JourneyVersion`. A journey buckets on the StartedAt date of its completing
success session (the platform's StartedAt-date convention; late terminals converge via
the sweep, which slices the tick's shared projected window scan — see
`time-attribution.md`). All counts are **additive**, so a window rate is the ratio of summed daily
rows — there is no rolling-window row (unlike the median-based time-attribution
aggregates, which cannot merge). 180-day retention. Rows exist below the ≥20 UI gate
on purpose (the UI needs the n for "insufficient data (n=…)").
# Surfaces
* `GET api/metrics/device-history?serialNumber=&sessionId=` (MemberRead + tenant query
param — the same route serves the web banner and MCP; a Global Admin passes `tenantId`)
— the chain plus, with `sessionId`, that session's server-computed attempt number
(live sessions get their would-be position via a virtual non-successful attempt, so the
redeploy and gap rules apply). `history: null` = no recorded history.
* `GET api/metrics/device-journeys?days=` (MemberRead) /
`GET api/global/metrics/device-journeys?days=&tenantId=` (GlobalReadOrAdmin) —
`{ windowDays, totals, daily, repeatDevices }`. The days selector is honored because
counts are additive. Without `tenantId` the global variant serves the cross-tenant
aggregate rows and `repeatDevices: null` — a per-device list would require scanning
every tenant's partition.
* Repeat devices (violator list, capped 10): devices whose LAST journey took ≥2 attempts
and whose newest terminal session falls inside the window, ordered by attempts then
recency; the failure reason comes from the newest failed attempt (bounded point-reads).
* Web: "Attempt N for this device · View history" banner on session detail (expandable
chain); "First-time-right" section on Fleet Health (rate + weekly trend + attempt
histogram + repeat devices). MCP: `get_device_history` (serial mode / fleet FTR mode).
# Examples
A device fails ESP twice and succeeds on the third try within one week: one journey,
three attempts, completed — counts once in the FTR denominator, not in the numerator,
and the histogram's bucket `3` gains one. The same device redeployed a month later and
succeeding immediately starts journey 2 with attempt count 1 — first-time-right. A
device with `serialNumber = "Unknown"` (WMI failure) never gets a chain; its terminal
sessions surface only as that day's disclosed exclusion count.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Helpers/DeviceJourneyCalculator.cs` — device key, junk list, grouping, attempt numbers (JourneyVersion 1).
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.DeviceHistory.cs` — persistence + inline seam entry.
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.DeviceJourneys.cs` — sweep, tombstone pruning, daily aggregation.
* `src/Backend/AutopilotMonitor.Functions/Functions/Metrics/GetDeviceJourneyFunctions.cs` — read surfaces.
* `src/Backend/AutopilotMonitor.Functions.Tests/DeviceJourneyAndFtrTests.cs` — table-driven grouping/aggregation/attempt-number tests.
* `tasks/insights-expansion-spec.md` — F2 specification and source-data audit (§0.5).
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---
type: concept
title: Lifecycle Manifests & Session Scope Resolution
description: The enforced completeness nets added by the fragility-audit P5/P6 remediation — table lifecycle buckets, the SessionsIndex field manifest, the single session-scope resolver with its SessionTenantLookup point-read, and the server-side dashboard free-text search.
resource: backend
tags: [lifecycle, offboarding, sessionsindex, manifest, scope-resolution, search, performance]
timestamp: 2026-08-13
---
# Schema
Four mechanisms replace hand-synchronized copies with a declared source plus tests that fail on drift.
## 1. Table lifecycle buckets
Every table in `Constants.TableNames` must belong to at least one deletion lifecycle:
| Bucket | Mechanism | Source of truth |
|---|---|---|
| Tenant-offboarding wipe | `TenantOffboardingHandler` bucket arrays (`TenantPartitionTables`, `CompositePartitionTables`, `DiscriminatorTables`, `PropertyOnlyTables`, `RowKeyTables`, `ArchivedRuleTables`) + the one-off `TenantConfiguration` final delete | handler arrays (read via reflection by the test) |
| Per-session cascade | `DeletionManifestBuilder.BuildAsync` step list (incl. the Final tombstone → Sessions + SessionsIndex) | a real manifest built against an empty-inventory fake |
| Kept by design | reviewed exception list with per-table reasons | `TableLifecycleBucketTests.KeptByDesign` |
`TableLifecycleBucketTests` (Functions.Tests) asserts: constants set-equal `TableNames.All`, no table unclassified, kept-by-design disjoint from every wipe path, bucket entries are real constants, offboarding buckets disjoint except documented multi-membership (`BootstrapSessions`).
**Not covered mechanically:** whether a bucket's key shape matches the table's writer. That was the UsageMetrics bug (PK=date, RK=tenantId sat in the exact-PK bucket; the wipe matched 0 rows) — SafeWipe **Variant D** (`WipeByRowKeyAsync`, `RowKey eq '{tenantId}'`) now covers RowKey-anchored tables. Read the writer's `new TableEntity(pk, rk)` before classifying a new table.
## 2. SessionsIndex field manifest
`SessionIndexFieldManifest` (Functions/Services) declares the full-mirror column set: `AlwaysProjected` (32, written with defaults on every rebuild), `ConditionallyProjected` (18, written only when present), `PrimaryOnly` (4 — ServerActions + deletion-CAS fields that never touch the index). `SessionIndexFieldManifestTests` pins `BuildSessionIndexEntity` against it bidirectionally (full-row fixture built from a test-local sample table, NOT from the manifest — deriving the fixture from the manifest would make the check circular), pins that every manifest field influences `MapToSessionSummary`, and pins the rebuild's `TableUpdateMode.Replace` (a merge-mode upsert could never clear a conditional column the primary blanked). `MergeSessionIndexAsync` logs a warning for merged keys outside the manifest (fail-soft drift guard).
## 3. Session scope resolution (one implementation)
`RequestContextExtensions.ResolveSessionScopeAsync(ctx, sessionRepo, sessionId, requireGlobalAdmin)` is the single implementation of the former 15-site copy-paste fallback ("which tenant owns this session?"):
- Non-global callers always keep the middleware-validated `TargetTenantId`.
- Global-scope callers resolve via `ISessionRepository.ResolveSessionTenantIdAsync` — a point-read on **SessionTenantLookup** (PK=sessionId, RK="tenant") with a legacy cross-partition SessionsIndex scan fallback that self-heals the lookup row, so the scan is paid at most once per pre-table session.
- `requireGlobalAdmin: true` on WRITE paths gates the cross-tenant reach on `IsGlobalAdmin` so a read-only Global Reader can never steer a write into a foreign tenant.
- Unknown session → `TargetTenantId`, leaving each endpoint's own not-found semantics (404 / empty 200 / 400) in charge.
- Delegated (MSP) callers deliberately get NO fallback — extending it to `AllowedTenantIds` is a pending user decision.
The lookup row is written at session registration (fail-soft), deleted by the cascade one step before the tombstone, and rebuildable from Sessions (not in the critical-backup set). The former lazy triggers (`events.Count == 0` → scan) are gone: empty-but-owned results no longer pay a table scan, and endpoints resolve upfront.
Related enforcement added with the migration: `RecomputeTriggerGate` — `?reanalyze=true` and `?rescan=true` on the MemberRead session routes are actions (delete + rewrite stored results) and now 403 for Viewer / Global Reader / cross-tenant tenant roles (Global Admin or own-tenant Admin/Operator only).
## 4. Server-side dashboard search
`q=` on `/api/search/sessions` + `/api/global/search/sessions`: case-insensitive substring over exactly the fields the dashboard's client-side filter searches (device name, serial, manufacturer, model, status, sessionId, geo, agent version, OS fields — NOT the client-derived date/duration/blocked tokens; a server-only field would produce ghost results the client filters back out). Azure Tables has no substring operator, so the scan path backfills whole Azure pages until it has `pageSize` matches (max 10 pages per request, continuation at a page boundary — gap-free). `q` is bound into the pagination fingerprint. The web dashboard's `searchAll()` (useDashboardSessions) follows nextLink up to 10 requests / 50 matches and dedupe-merges results into the loaded list (`mergeSessionsById`), replacing the former `loadAll()` walk that downloaded the entire session history to search it client-side. Delegated callers in cross-tenant mode keep the legacy full sweep (the global search route has no delegated tier).
# Examples
Adding a new table: classify it in one lifecycle path before `TableLifecycleBucketTests` lets it ship — offboarding bucket (check the writer's PK/RK shape first), deletion-manifest step, or `KeptByDesign` with a reason.
Adding a mirrored SessionsIndex field: manifest entry + `BuildSessionIndexEntity` write + `MapToSessionSummary` read + a sample value in the test — any missing step is red.
# Citations
- `src/Backend/AutopilotMonitor.Functions.Tests/TableLifecycleBucketTests.cs`
- `src/Backend/AutopilotMonitor.Functions/Services/SessionIndexFieldManifest.cs`
- `src/Backend/AutopilotMonitor.Functions/Helpers/RequestContext.cs` (`ResolveSessionScopeAsync`)
- `src/Backend/AutopilotMonitor.Functions/Services/Offboarding/SafeWipeService.cs` (Variant D)
- `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.AgentApi.cs` (`MatchesFreeText`, backfill loop)
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---
type: Concept
title: OOBE Bootstrap go-Code Flow — Always-200 Script Endpoint
description: The full lifecycle of the bootstrap short-code — created in the portal, typed as `irm go.autopilotmonitor.com/CODE | iex` at Shift+F10, served by GetBootstrapScriptFunction as an always-HTTP-200 PowerShell script — including the two-line injection defense and the rate-limit story behind Front Door.
resource: src/Backend/AutopilotMonitor.Functions/Functions/Bootstrap/GetBootstrapScriptFunction.cs
tags:
- backend
- bootstrap
- security
- oobe
timestamp: 2026-07-28T00:00:00+02:00
---
# OOBE Bootstrap go-Code Flow
Bootstrap Sessions let a technician install the agent **before** Intune
enrollment: an admin creates a short-lived session in the portal (Settings →
Bootstrap Sessions), hands the technician a short URL, and the technician types
`irm https://go.autopilotmonitor.com/CODE | iex` into a Shift+F10 console
during OOBE. The URL is deliberately short because it is typed by hand on a
device that has no clipboard.
# Lifecycle
1. **Create** — `POST /api/bootstrap/sessions` (`BootstrapManagerOrGA`).
`BootstrapSessionService.CreateAsync` mints an unambiguous-charset short
code + a GUID token, validity clamped 1–168 h. The response's `bootstrapUrl`
is built from `Constants.BootstrapGoBaseUrl` — the single producer of the
absolute URL (pinned by `CreateBootstrapSessionUrlShapeTests`).
2. **Serve** — `GET /api/bootstrap/go/{code}` (`GetBootstrapScriptFunction`,
`PublicAnonymous`). Customers reach it through the Front Door custom domain
`go.autopilotmonitor.com`, whose `/*` route rewrites onto the API path.
Validation runs in-process (`ValidateCodeAsync` + the tenant's
`BootstrapTokenEnabled` gate) — no HTTP hop to the validate endpoint.
3. **Install** — the generated script downloads the agent ZIP from
`Constants.AgentDownloadBaseUrl`, extracts, and runs
`--install --no-auth --bootstrap-token … --tenant-id …`. The agent monitors
from OOBE start, switches to certificate auth after Intune enrollment, and
self-destructs on completion.
The legacy Next.js `/go/[code]` route (SSR on the SWA) stays alive only for
URLs issued before the migration and is removed with the static-export PR —
see the transition rule in [URL Registry](../url-registry.md).
# Always-200 contract
Every response — success, invalid format, unknown/expired code, disabled
feature, rate limit, internal error — is **HTTP 200 `text/plain`**. The
consumer is `irm | iex`: a non-2xx status would make `irm` throw an opaque
exception on the OOBE console, while a 200 error script surfaces the actual
message via `Write-Host 'ERROR: …'`. Consequences:
- Failures are invisible in status-code metrics; the compensating signal is the
`LogWarning` per rejection (code + client IP).
- Error messages are capped at 200 chars **before** quote-escaping and
single-quote-doubled — a hostile upstream message cannot break out of the
`Write-Host` literal.
A disabled tenant returns the **same generic message** as an unknown code — no
enumeration oracle for whether a code exists.
# Injection defense (two lines)
The script runs as SYSTEM during OOBE, so interpolation is treated as a
security boundary:
1. **`BootstrapScriptValueValidator`** — tenantId/token must be exact canonical
GUIDs, the download URL must be https on an allow-listed host
(`AgentDownloadBaseUrl`/`AgentBlobBaseUrl` hosts) with the strict
`/agent/….zip` path shape, expiry must be future and ≤ 14 days. No accepted
value can contain `$`, quotes, backticks, spaces, or newlines. Kept even
though values are produced in-process — defense-in-depth against tampered
table data.
2. **Single-quoted PS literals** — every interpolated value sits inside
single-quoted PowerShell strings, which do not expand `$()`, `$var`, or
backticks.
The template is a C# raw string with `__TOKEN__` placeholders substituted via
`Replace` (never `$`-interpolation — the script is full of PS `$vars`).
`OobeBootstrapScriptGeneratorTests` pins byte parity with the original
TypeScript template through a golden file, so the legacy route and the backend
serve identical scripts during the transition.
# Rate limiting behind Front Door
The endpoint self-limits per client IP (`bootstrap-script:{ip}`, 20/min via
`ClientIpExtractor.GetRateLimitClientIp`) — anonymous routes are skipped by
`UserRateLimitMiddleware` and must bring their own limiter. Because traffic
arrives through Front Door, the rightmost X-Forwarded-For hop resolves to AFD
egress IPs and buckets would collapse (the shared-bucket 429 incident class);
the AFD-aware extraction therefore honors `X-Azure-ClientIP` only when
`X-Azure-FDID` matches the `FrontDoorProfileId` app setting (fail-closed to
the trusted-hop path otherwise). Verified post-deploy 2026-07-29: real client
IPs are keyed, not AFD egress.
Front Door route caching is DISABLED for this route: the body inlines the
bearer token, so a cache hit would replay one requester's token to another.
`NoStoreCacheMiddleware` covers the `/api/bootstrap/go/` prefix.
# Citations
- `src/Backend/AutopilotMonitor.Functions/Functions/Bootstrap/GetBootstrapScriptFunction.cs`
- `src/Backend/AutopilotMonitor.Functions/Functions/Bootstrap/OobeBootstrapScriptGenerator.cs`
- `src/Backend/AutopilotMonitor.Functions/Security/BootstrapScriptValueValidator.cs`
- `src/Backend/AutopilotMonitor.Functions.Tests/OobeBootstrapScriptGeneratorTests.cs` — golden parity
- `src/Web/autopilot-monitor-web/app/go/[code]/route.ts` — legacy route (transition only)
- [URL Registry](../url-registry.md) — go-URL registry entries + transition rule
@@ -0,0 +1,93 @@
---
type: concept
title: Plan Downgrade Policy & the Retention Grace Period
description: What happens when a tenant loses Pro (explicit downgrade or trial expiry) — every entitlement gates read-time and reversibly, except retention, which gets a 30-day grace before the Community cap starts hard-deleting; the anchor model, the ops events, and the deliberate non-grace of everything else.
resource: backend
tags: [plan, edition, downgrade, retention, grace-period, trial, entitlements]
timestamp: 2026-08-22
---
# Schema
## The downgrade model: gate, don't destroy
Edition is resolved at READ time (`FeatureEntitlementCatalog.ResolveEdition`): Pro ⇔
permanent tier `pro`/legacy `enterprise` OR an active trial. A plan mutation is a single
field write (`PATCH config/{tenantId}/plan`, GA-only) — there is no downgrade event
handler, no cascade. On Pro → Community every entitlement simply gates on the next read
(≤ ~5 min config cache):
* **Unrestricted Mode** — effective value flips false; the GA on-request flag and the
tenant toggle survive untouched (inert). Re-upgrade restores it verbatim.
* **Delegated (MSP) admin** — scope suppressed at the home-tenant gate
(`DelegatedAdminService.ApplyHomeTenantGateAsync`); grant rows / tenant groups /
assignments are never touched. Resurrects on re-upgrade.
* **OOBE bootstrap** — endpoints 403/404 unless the additive GA per-tenant flag
(`BootstrapTokenEnabled`) is set; `BootstrapSessions` rows are kept.
* **Rate limits / MCP quota** — pure computed-at-read floors/plan names.
**Retention is the one exception**: the retention sweep (12-hourly
`SessionDeletionMaintenance` → `SessionRetentionFanoutService`) hard-deletes sessions
older than `GetEffectiveRetentionDays` = `min(stored DataRetentionDays, edition cap)`.
Without protection, a downgrade (or trial expiry) with stored retention 365 would start
irreversibly cascade-deleting the 90–365-day band on the next tick.
## The retention grace period (30 days)
`FeatureEntitlementCatalog.RetentionDowngradeGraceDays = 30`. For 30 days after losing
Pro, `GetEffectiveRetentionDays` keeps clamping to the **Pro** cap (365); only after the
grace does the Community cap (90) bite. The stored `DataRetentionDays` is never rewritten.
`days <= 0` (GA-only "infinite") short-circuits before any cap — those tenants are never
swept, grace or not.
**Anchor** — "when was Pro lost" (`TenantEntitlementService.GetRetentionGraceEndUtc`,
returns null while effectively Pro; grace end = latest anchor + 30d):
* **Explicit downgrade**: `TenantConfiguration.ProDowngradedUtc` (backend-only field, no
agent ConfigVersion impact), maintained exclusively by the plan endpoint's pure mutation
core `PlanManagementFunction.ApplyPlanChanges`. Stamped when the EFFECTIVE edition
(before vs. after, same `nowUtc`) transitions Pro → Community — this covers both a
planTier downgrade and a GA explicitly ending a trial (`trialExpiresUtc: null`, where
the trial timestamp disappears and could not anchor). Cleared on any transition back to
effectively Pro (PATCH pro, trial grant, self-service trial start), so a re-upgrade also
resets the grace clock.
* **Trial expiry**: no write happens — the stored `TrialExpiresUtc` itself is the anchor
(read-time, like edition resolution). A planTier downgrade under a still-active trial
deliberately does NOT stamp: the edition is still Pro, and the later trial expiry
anchors the grace then.
The field is on the patch-endpoint `BaseDeniedFields` and `RevertProtectedFields` lists
(a config revert must not time-travel the anchor) and roundtrips the table-serialization
contract (Store+Map + roundtrip tests). Legacy rows read null → no anchor → no grace,
which is correct: no tenant had been downgraded before the feature existed.
## Ops visibility (dual-registered event types)
* `TenantPlanDowngraded` (Warning) — emitted by the PATCH handler on an effective
Pro→Community transition; carries `retentionGraceEndsUtc` + stored retention days. The
response body also returns `retentionGraceEndsUtc`.
* `TenantRetentionGraceExpiring` / `TenantRetentionGraceEnded` (Warning) — emitted by the
daily `TrialExpirySweepFunction` (03:30 UTC) with the same stateless window mechanics as
the trial events (≤3-day heads-up re-fired daily; ended once via the 24h look-back), and
ONLY when data is actually at risk: stored `DataRetentionDays` above the Community cap
(0 = infinite ⇒ never). Re-upgraded tenants go silent automatically (grace resolves null).
All three are registered in the web `OPS_EVENT_TYPES` catalog (OpsAlertRulesSection.tsx)
so Telegram alert rules can route them.
## Deliberate non-goals
* No grace for Unrestricted/MSP/bootstrap/limits — reversible gates need none.
* The retention WRITE cap (`TenantConfigValidation`) does not honor the grace: during the
grace a tenant admin cannot SET a value above the Community cap. The grace protects
existing data; new writes follow the new plan.
* The feature-flags endpoint keeps publishing the plain edition cap
(`retentionCapDays`) — it feeds the settings input maximum, which is the write cap.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Services/TenantEntitlementService.cs` — grace + effective retention
* `src/Backend/AutopilotMonitor.Functions/Functions/Config/PlanManagementFunction.cs` — `ApplyPlanChanges` anchor lifecycle
* `src/Backend/AutopilotMonitor.Functions/Functions/Maintenance/TrialExpirySweepFunction.cs` — grace event windows
* `src/Backend/AutopilotMonitor.Functions/Services/Deletion/SessionRetentionFanoutService.cs` — enforcement point
* Tests: `TenantEntitlementServiceTests`, `PlanManagementTransitionTests`, `TrialExpirySweepFunctionTests`, `SessionRetentionFanoutServiceTests`, `TenantConfigTableSerializationTests`
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---
type: Concept
title: Rule Regression Radar (F3)
description: How the radar detects analyze rules whose hit rate suddenly rose (7-day window vs 28-day baseline, Wilson-separated), which suppressions keep it quiet, how alert episodes live in the notification tracker, and which surfaces show them.
resource: src/Backend/AutopilotMonitor.Functions/Helpers/RuleRegressionRadar.cs
tags:
- backend
- rules
- regression-radar
- insights
timestamp: 2026-07-27T16:00:00+02:00
---
# Rule Regression Radar (F3)
Detects "this analyze rule suddenly fires much more often" before helpdesk volume does, and
says what the spike correlates with — with honest statistics and honest wording. Analyze
rules only in v1: their daily stats are audit-verified session-deduplicated
(`FireCount` ≈ distinct sessions with a hit, `SessionsEvaluated` the same-source
denominator). Gather rules are excluded until their per-batch stats dedup is fixed —
never silently included with bad math.
# Schema
## Signal & detection
Per (tenant, ruleId), daily hit rate = `FireCount ÷ SessionsEvaluated` from the
`RuleStats` rows — RATES, not counts (absolute counts spike with every rollout wave).
A regression fires only when ALL hold for the trailing 7-day window vs. the prior
28-day baseline:
1. window has ≥ 5 hit sessions AND ≥ 20 evaluated sessions;
2. window rate ≥ 2× baseline rate;
3. the Wilson 95 % intervals are disjoint in the increase direction
(`MetricsMath.WilsonInterval` / `RateIncreaseSeparated` — deterministic, unit-pinned),
so small-n noise never alerts.
## Suppression (false positives are trust damage)
* Rule entity missing (deleted) — never alerts.
* Rule younger than baseline + window (`CreatedAt` within 35 days — grace period for new
rules; the entity timestamp is the honest gate, a stats-row count would fail on
low-volume tenants whose quiet days simply have no rows).
* Rule edited inside the window (`UpdatedAt` ≥ window start) — edits legitimately change
hit rates.
* Empty baseline denominator (rule disabled throughout the baseline).
* Platform kill switch: app setting `RuleRegressionRadarDisabled=true` skips the radar
(fail-open — it only notifies, never mutates data).
## Alert episodes (tracker keyspace)
An episode lives as `ruleregression|{ruleId}` in the notification-tracker table
(the `tpmpss|` pattern): the row IS the dedup (bell + ops event fire exactly once per
episode), the badge state and the `regressions[]` payload — window/baseline counts,
rates, lift (null for a zero-baseline "new signal" — no finite lift is invented), window
dates, and the dimension concentration captured at first fire. Numbers refresh on every
radar pass while the episode stays active; `FirstNotifiedAt` never moves. The episode
closes (badge clears, dedup re-arms) when the window rate falls back under 1.5× baseline
or fires stop entirely; the tracker's 30-day retention sweep also re-arms, so a
month-old still-burning regression rings once more by design.
## Dimension correlation (on fire only)
Hit sessions (RuleResults scan: tenant partition range + RowKey = ruleId + DetectedAt in
window, intersected with the window's sessions) are compared against all window sessions
across `osBuild`, `model` (manufacturer + model), `agentVersion` and `imeVersion`. The
top value by lift is reported with BOTH shares — wording contract: "X % of affected
sessions are on … vs Y % of all sessions — correlated, not necessarily causal". No value
with ≥ 5 hit sessions at ≥ 2× lift → "no clear dimension concentration"; a correlation
failure also yields no claim. App-version correlation for `ANALYZE-APP-*` rules is a
follow-up (needs rule→app matching semantics), tracked with the gather-rule fix.
## Compute & alert path
Runs in the daily maintenance pass right after the rule-stats aggregation
(`RunRuleRegressionRadarAsync`), anchored on YESTERDAY — whole days only, a partial
today would understate the window rate. One 35-day stats read covers all tenants;
evaluation is the pure `RuleRegressionRadar` core. On a NEW episode:
1. `RuleFrequencyRegression` ops event (category Tenant, Warning) with the full numbers
— dual-registered in the web `OPS_EVENT_TYPES` catalog for alert-rule routing.
2. Tenant bell notification (type `rule_frequency_regression`, Admin audience) with the
same numbers and a deep link to the rule's card (`/analyze-rules#rule-card-{ruleId}`).
A sessions-list pre-filtered to rule hits needs a rule filter the session search does
not have yet — follow-up alongside the gather-rule work.
3. v1 channel: bell + ops event only. Provider fan-out (webhook/Telegram) follows once
alert quality is proven — a noisy first version burns trust permanently.
# Surfaces
* `GET api/metrics/rule-stats` (and the global variant with `tenantId`) carries
`regressions[]` — the active episodes. MCP `get_rule_stats` inherits the block.
* Analyze-rules page: per-rule 30-day fire-count sparkline (densified from the `trend`
rows the endpoint already served) and a red "↑ Regression" badge while an episode is
active, with the full numbers in the tooltip.
# Examples
A rule firing on 2 % of sessions for a month jumps to 15 % over a week (15/100 vs
10/500): lift 7.5×, Wilson-separated → one bell, one ops event, badge until the rate
falls back under 3 %. The same jump on 5/20 sessions with a 12 % baseline stays silent —
the intervals overlap, so the spike is not statistically real yet. A rule that never
fired in the baseline and now hits 15 % alerts as a "new signal" with no lift figure.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Helpers/RuleRegressionRadar.cs` — gates, suppression, re-arm, dimension concentration.
* `src/Backend/AutopilotMonitor.Functions/Helpers/MetricsMath.cs` — Wilson interval + separation primitive.
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.RuleRegression.cs` — sweep, episode reconcile, bell/ops wiring.
* `src/Backend/AutopilotMonitor.Functions/DataAccess/TableStorage/TableHardwareRejectionNotificationTracker.cs` — episode keyspace.
* `src/Backend/AutopilotMonitor.Functions.Tests/RuleRegressionRadarTests.cs` — hand-computed Wilson vectors + every suppression branch.
* `tasks/insights-expansion-spec.md` — F3 specification and source-data audit (§0.5).
@@ -0,0 +1,84 @@
---
type: concept
title: Send-Time Frame Separation (X-Send-Time-Utc)
description: One device-clock send timestamp per upload batch splits ReceivedAt − OccurredUtc into pure spool delay and pure device-vs-server clock offset — turning clock diagnostics from median statistics into direct per-request measurement.
resource: src/Backend/AutopilotMonitor.Functions/Functions/Ingest/IngestTelemetryFunction.cs
tags: [backend, agent, ingest, timestamps, clock-skew, telemetry, provenance]
timestamp: 2026-08-21
---
# Problem
Events carry two time anchors: `OccurredUtc` (device clock at emission) and `ReceivedAt`
(server clock at ingest). Their difference conflates two physically distinct phenomena:
* **Spool delay** — the event waited offline or in retry backoff before upload. Expected,
harmless, minutes to hours.
* **Device-vs-server clock offset** — the actual diagnostic signal.
A uniform spool backlog (events emitted close together, uploaded after an outage) is
indistinguishable from a clock offset in that delta; a draining backlog fakes a clock jump
ramp. Every consumer had to filter this statistically (spread caps, plateau guards,
persistence tests) — and the first field clock-jump measurement failed exactly on this
ambiguity.
# Schema
The agent stamps one header per upload attempt (`BackendTelemetryUploader`):
```
X-Send-Time-Utc: <DateTime.UtcNow, ISO-8601 round-trip>
```
Per **attempt**, not per batch content: a retry after backoff is a new send moment. The
ingest function parses it (`ParseSendTimeHeader`: round-trip parse, UTC-normalized, values
before year 2000 rejected as garbage — deliberately **no upper clamp**, a future-dated
send time IS the clock-error measurement), and `StampServerFields` writes it as `SentAt`
onto every event of the request — server-stamped, request-level, never trusted per-event
from the wire. Stored as the nullable `SentAt` column on Events (absent for pre-header
agents), mapped back everywhere events are read, exposed as `sentAt` in the `fields=`
projection and verbatim on the raw endpoints.
The separation is then exact:
```
SentAt − OccurredUtc = pure spool delay (both device frame; offset cancels)
ReceivedAt − SentAt = network latency + clock offset (the only frame crossing)
```
Network latency is seconds; anything beyond is device clock error, per request, no
statistics required.
# Consumers
* **`clock_skew` analyze condition** (ANALYZE-DEV-008): batches whose events carry
`SentAt` measure the batch offset directly as `SentAt − ReceivedAt` — spool-immune by
construction, so the spread cap and the IME/clamped exclusions are unnecessary there
(no event timestamps are read at all; IME-only sessions become measurable). Batches
without `SentAt` keep the legacy per-event median + spread-cap path. Downstream logic
(stability check, plateau step detection, end-state persistence) is shared; evidence
carries `sentAtBatchCount`.
* **`CmTraceSkewTripwire` deliberately unchanged**: `median(Δ_IME) − median(Δ_other)`
cancels the device clock offset as common mode — send time adds nothing to that
differential measurement.
# Constraints
* `SentAt` comes from the same device wall clock as the event timestamps — a clock jump
between emission and send lands in the spool-delay term. That is the intended place for
it to become visible, not a defect.
* Signals and DecisionTransitions do not carry `SentAt` (no consumer); the header is
request-level, so extending them later is a storage-only change.
* Fleet coverage grows with agent rollout; all analyses must treat `SentAt == null`
(legacy rows, old agents) as "legacy path", never as zero.
# Citations
* `BackendTelemetryUploader.UploadBatchAsync` — header stamping per attempt.
* `IngestTelemetryFunction.ParseSendTimeHeader` + `IngestTelemetryFunctionTests` — parse
contract incl. the no-upper-clamp decision.
* `EventIngestProcessor.StampServerFields` + `IngestCriticalPathTests` — server-side
stamping, forged per-event values overridden.
* `RuleEngine.ConditionEvaluators.EvaluateClockSkewCondition` + `RuleEngineClockSkewTests`
— the two measurement paths (the backlog-alias test pair pins why SentAt exists).
* `tasks/todo.md` P14 (2026-08-21) — decision trail incl. why the tripwire stays as is.
@@ -0,0 +1,102 @@
---
type: Concept
title: ServerActions & On-Demand Diagnostics Collection
description: The queue-on-session, deliver-on-ingest ServerAction channel (terminate_session / rotate_config / request_diagnostics), the operator-tier authorization split, the portal's Collect Logs flow including the admin quick-config path, and why the offboarding cascade sweeps the hosted diagnostics prefix.
resource: /src/Backend/AutopilotMonitor.Functions/Functions/Sessions/QueueSessionActionFunction.cs
tags:
- backend
- agent
- web
- server-actions
- diagnostics
- authorization
timestamp: 2026-07-24T00:00:00+02:00
---
# Schema
**Channel.** A `ServerAction` (`Type`, `Reason`, `RuleId`, `Params`, `QueuedAt`) is queued onto
`Sessions.PendingActionsJson` by server-side writers — the admin endpoint
`POST /api/sessions/{sessionId}/actions`, the RuleEngine, maintenance — and delivered
piggy-backed on the agent's next ingest response. No polling channel exists; delivery latency
equals the agent's telemetry cadence (seconds to ~1 minute during enrollment). Delivery is
at-least-once: the agent's `ServerActionDispatcher` dedups on `Type|RuleId|QueuedAt` and
processes a batch sequentially in queue order. Unknown types are logged and skipped, so new
types roll out server-first. Every action emits `server_action_received` and then
`server_action_executed` or `server_action_failed` into the session timeline.
**Authorization (two layers).** The route sits on `EndpointPolicy.TenantAdminOrOperator`
(tenant Admin, tenant Operator, or Global Admin — no Viewer, no Global Reader: it is a write
tier). Because the route serves multiple action kinds, `QueueSessionActionFunction`
re-gates per type via `IsTypeAllowedForCaller`: Operators may queue only
`request_diagnostics`; `terminate_session` and `rotate_config` require
`RequestContext.IsTenantAdmin || IsGlobalAdmin` (403 otherwise). Any route on this tier with
a multi-kind body MUST follow this same in-function re-gating pattern.
**On-demand collection (`request_diagnostics`).** The dispatcher calls
`DiagnosticsPackageService.CreateAndUploadAsync(enrollmentSucceeded: false, suffix:
"server-requested")` — producing `AgentDiagnostics-{sessionId}-{timestamp}-server-requested.zip`.
Passing `enrollmentSucceeded: false` is what makes on-demand collection work under
`DiagnosticsUploadMode=OnFailure`; only `Off` (or an unconfigured destination) blocks it,
surfacing as `server_action_failed`. The `diagnostics_uploaded` event stamps
`DiagnosticsBlobName` + `Destination` onto the Sessions row (latest wins — an on-demand name
is later replaced by the terminal package), and the SignalR `sessionUpdate` delta carries the
field, so the portal's Download button flips live.
**Portal flow (Collect Logs, session detail header).** The button is always rendered; the
disabled states carry tooltips (inactive session, cross-tenant view, missing role, diagnostics
not configured) as a deliberate nudge. Members below Admin cannot read the tenant config, so
the member-readable feature-flags endpoint exposes `diagnosticsUploadConfigured`
(`mode != Off && (customer SAS present || destination Hosted)`). Progress tracking is
sequence-based (backend-assigned, monotonic), never timestamp-based — agent clock skew and
at-least-once redelivery of older actions cannot produce false matches
(`collectLogsLogic.ts`). Cross-tenant views are gated off because `TenantHelper.GetTenantId`
resolves the tenant strictly from the caller's JWT.
**Admin quick-config.** For an unconfigured tenant, a Tenant Admin's click opens a dialog
that switches the tenant to `Destination=Hosted`, `Mode=OnFailure` (GET full config → patch
exactly those two fields → PUT verbatim), then queues `rotate_config` **before**
`request_diagnostics` — the dispatcher's sequential ordering guarantees the agent refetches
the now-enabled config (the `RemoteConfigMerger` applies diagnostics fields live, remote wins)
before building the package. This works against the already-deployed agent fleet; a
"one-time override" variant would not, because the `mode=Off` check is client-side in
`CreateAndUploadAsync` and the deployed handler reads no params.
**Offboarding cascade.** Latest-wins on `DiagnosticsBlobName` means a session can leave more
hosted blobs behind than the deletion manifest references. The cascade's Hosted branch
therefore sweeps the canonical prefix `{tenantId}/AgentDiagnostics-{sessionId}-`
(`HostedDiagnosticsBlobService.DeleteBySessionPrefixAsync`) plus the manifest-named blob as
belt-and-braces; a non-GUID legacy `SessionId` degrades to the single-name delete instead of
poisoning the cascade. The CustomerSas branch is unchanged (delete only with the `d`
permission; the customer's lifecycle rules stay authoritative).
# Examples
Queue an on-demand collection (Admin or Operator, own tenant):
```
POST /api/sessions/{sessionId}/actions
{ "type": "request_diagnostics", "reason": "On-demand log collection from portal" }
→ 202 { "success": true, "queuedAt": "..." }
```
Operator queueing an admin-only type:
```
POST /api/sessions/{sessionId}/actions
{ "type": "terminate_session" }
→ 403 { "message": "Action type 'terminate_session' requires the Tenant Admin role" }
```
Timeline for a successful round trip: `server_action_received` → `server_action_executed`
(with `blobName`) → `diagnostics_uploaded` → Sessions row + SignalR delta carry the new
`DiagnosticsBlobName`.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Functions/Sessions/QueueSessionActionFunction.cs` — allowed types, per-type caller gate.
* `src/Backend/AutopilotMonitor.Functions/Security/EndpointAccessPolicyCatalog.cs` — `TenantAdminOrOperator` tier definition.
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Runtime/ServerActionDispatcher.cs` — dedup, sequential dispatch, telemetry contract.
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Runtime/DiagnosticsPackageService.cs` — mode gates, archive build, suffix.
* `src/Backend/AutopilotMonitor.Functions/Services/Diagnostics/DiagnosticsBlobCascadeDeleter.cs` — hosted prefix sweep.
* `src/Web/autopilot-monitor-web/app/sessions/[sessionId]/components/collectLogsLogic.ts` — button gating matrix, sequence-based progress evaluation.
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---
type: Concept
title: Session Annotations — Role-Separated Human Verdicts
description: The SessionAnnotations table (PK=tenantId, RK={sessionId}_{lane}) storing per-session human verdicts + notes in three role lanes (operator / tenantadmin / globaladmin), the per-lane write matrix with own-tenant binding, the platform-internal GA lane, the fired-rule-id snapshot that makes annotations rule-quality labels, and the portal/MCP surfaces.
resource: /src/Backend/AutopilotMonitor.Functions/Functions/Annotations/UpsertSessionAnnotationFunction.cs
tags:
- backend
- web
- mcp
- annotations
- authorization
- rule-quality
timestamp: 2026-08-11T00:00:00+02:00
---
# Schema
**Table.** `SessionAnnotations`: PartitionKey = `tenantId`, RowKey = `{sessionId}_{lane}` with
lane ∈ `operator | tenantadmin | globaladmin` (a closed set — `AnnotationLanes.All`). One row per
session + lane, edited in place; per-session reads use the RK range `ge '{sid}_' / lt '{sid}_~'`.
Serialization lives only in `TableSessionAnnotationRepository.StoreAnnotation`/`MapAnnotation`
(round-trip-pinned; corrupt `RuleIdsJson` degrades to an empty list on read).
**Row.** `Verdict` (nullable: `root_cause_confirmed | analysis_wrong | different_problem |
inconclusive`), `Note` (nullable, ≤ 4096 chars), `AuthorUpn`/`AuthorDisplayName` (last editor),
`CreatedByUpn`/`CreatedAtUtc` (first writer, immutable across edits), `UpdatedAtUtc`, and
`RuleIdsJson` — a **snapshot of the rule ids that had fired for the session at write time**
(from `IRuleRepository.GetRuleResultsAsync`, fail-soft to empty). The snapshot is what turns an
annotation into a rule-quality label without a join: filtering annotations by `ruleId` + `verdict`
yields confirmed vs false-positive counts per rule even after results are re-analyzed or deleted.
**Verdict + note are independently optional**; a PUT with both null **deletes** the lane row
(there is no DELETE route). Author identity is always stamped server-side from the JWT
(`TenantHelper.GetUserDisplayName` + `RequestContext.UserPrincipalName`) — a body-supplied
author never wins (same anti-spoof contract as the gather-rule PUT-upserts).
# Authorization
Routes (all in `EndpointAccessPolicyCatalog`):
| Route | Policy | Notes |
| --- | --- | --- |
| `GET sessions/{sessionId}/annotations` | `MemberRead` + QueryParam | handler filters the GA lane |
| `PUT sessions/{sessionId}/annotations/{lane}` | `TenantAdminOrOperator` + QueryParam | re-gated per lane in-function |
| `GET global/session-annotations` | `GlobalReadOrAdmin` + QueryParam | evaluation stream; delegated ("MSP") readers are rescue-admitted on a managed `?tenantId=` only |
**Per-lane write matrix** (`UpsertSessionAnnotationFunction.IsLaneWritableByCaller`, an
`internal static` pure function like `QueueSessionActionFunction.IsTypeAllowedForCaller`):
`operator` → tenant Operator or tenant Admin; `tenantadmin` → tenant Admin; `globaladmin` →
Global Admin only. **Own-tenant binding:** the session's tenant is resolved *before* the gate
(GA cross-tenant fallback via `FindSessionTenantIdAsync`), and tenant-role inputs are zeroed
when the resolved tenant differs from the caller's JWT tenant — so a GA who is also an admin of
their home tenant can never write another tenant's operator/tenantadmin lanes. Cross-tenant, a
GA writes exactly the `globaladmin` lane (the platform labeling flow).
**GA lane is platform-internal.** `GetSessionAnnotationsFunction.FilterLanesForCaller` drops the
`globaladmin` lane for every caller without `HasGlobalScope` (tenant members and delegated
admins). Both list endpoints enforce the same rule server-side via the repository's
`excludeGlobalAdminLane` OData clause — on the global route this matters exactly for the
delegated-rescue path, which reaches it without global scope. Tenant lanes are readable by all
members of that tenant.
**Audit.** Non-GA writes/clears log `LogAuditEntryAsync(..., "SessionAnnotation",
"{sessionId}/{lane}", ...)`; GA writes are skipped (platform-internal labeling must not surface
in the tenant-visible audit log — same convention as GA session-report submissions).
# Lifecycle
* **Per-session cascade delete**: three exact-RK steps (one per lane) in `DeletionManifestBuilder`
(orders 17–19; inventory 20/21, tombstone 22). `ComputePreflightCounts` sums repeated-table
steps so the `sessionAnnotations` count covers all lanes.
* **Tenant offboarding**: `SessionAnnotations` is in the PK=tenantId wipe list — deliberately
wiped, unlike `Feedback` (annotations are customer session data, not product feedback).
* **Backup**: member of `Constants.CriticalBackupTables.All` — hand-labeled data is the most
expensive data on the platform to lose.
* Being in `Constants.TableNames.All` auto-creates the table at startup and exposes it to the
raw `list_tables`/`query_table` tools.
# Surfaces
* **Portal**: `SessionAnnotationsCard` on the session detail page (`#section-annotations`, after
Analysis; registered in BOTH the section div and the `sessionSections` sidebar registry). The
card mirrors the matrix via the pure module `sessionAnnotationLogic.ts` (vitest-pinned) and
uses the explicit-Save pattern; the backend re-gates every save. Collapsed by default with a
count + verdict-pill summary header.
* **Portal overview page** `/annotations` (Monitoring sidebar group — deliberately NO new
"Insights" group; Fleet Health & co. are insights too and a second analytics group would
dilute both): tenant-scoped list backed by `GET sessions/annotations/list`
(`ListTenantSessionAnnotationsFunction`, MemberRead + QueryParam). The path sits under the
`/api/sessions` client-cert exclusion prefix (rename-over-exclusion convention; the Azure
exclusion list is portal-only config) and uses THREE segments because a two-segment literal
would be eaten by the `sessions/{sessionId}` route template. The tenant is always the
middleware-validated `TargetTenantId`, and for callers without global scope the repository
adds a server-side `Lane ne 'globaladmin'` OData clause — hidden rows never consume page
budget, and an explicit lane=globaladmin filter self-contradicts to an empty page. Rows
deep-link to `sessions?id=…#section-annotations`. The page carries the standard tenant
switcher (`useAggregatedAdminScope` + `TenantScopeSelector`): a GA/Reader defaults to the
"All tenants" aggregate (the portal twin of MCP's `list_session_annotations`) with per-tenant
drill-down, a delegated ("MSP") admin gets the managed subset; cross-tenant scopes route to
`GET global/session-annotations`, a tenant column appears, and deep links carry the row's
`tenantId`.
* **MCP read**: `get_session_summary` carries an `annotations` key (4th parallel leg, fail-soft
null); `list_session_annotations` (`ga`-gated) is the evaluation stream with `tenantId / lane /
verdict / ruleId / dateFrom / dateTo` filters and nextLink pagination. The `ruleId` filter is
applied server-side but client-of-Azure (substring on the JSON column), so the backend
back-fills short pages by looping the Azure continuation (bounded rounds) — filtered-out rows
never consume page budget.
* **MCP write**: `annotate_session` (`strictGa`-gated, MUTATING) always PUTs the `globaladmin`
lane — no lane argument by design. This is the frictionless labeling path after a session-debug.
* **Session reports**: `SessionReportService.SubmitReportAsync` snapshots ALL lanes into
`annotations.json` inside the report ZIP (`annotationCount` in report-metadata.json; fail-soft).
Safe because report blobs are readable only through the GA-only session-reports routes, and
valuable because the ZIP outlives the session's retention/delete.
# Citations
* `src/Shared/AutopilotMonitor.Shared/Models/SessionAnnotation.cs` — model, lanes, verdicts.
* `src/Backend/AutopilotMonitor.Functions/DataAccess/TableStorage/TableSessionAnnotationRepository.cs` — Store/Map + query back-fill.
* `src/Backend/AutopilotMonitor.Functions/Functions/Annotations/` — the three endpoints.
* `src/Backend/AutopilotMonitor.Functions/Pagination/SessionAnnotationsPagination.cs` — filter-bound continuation tokens.
* `src/Web/autopilot-monitor-web/app/sessions/components/sessionAnnotationLogic.ts` — portal matrix mirror.
* `src/McpServer/autopilot-monitor-mcp/src/tools/admin.ts` — `list_session_annotations`, `annotate_session`.
@@ -0,0 +1,110 @@
---
type: Concept
title: Silent-Session Classification (Sweep, Max-Lifetime, Retro-Reconcile)
description: How a session whose agent went silent gets its honest status — the two-stage maintenance sweep (2h Stalled marker, 5h timeout classification), the EnrollmentTimeoutClassifier rule order incl. the WhiteGlove Part-2 and self-deploying gates, which ingest paths share the classifier, and the admin retro-reconcile modes.
resource: src/Backend/AutopilotMonitor.Functions/Services/EnrollmentTimeoutClassifier.cs
tags:
- backend
- maintenance
- session-status
- classification
- whiteglove
- self-deploying
timestamp: 2026-08-23T18:00:00+02:00
---
# Silent-Session Classification
A session only ever becomes terminal through evidence. When the agent stops reporting
(power-off, reboot without relaunch, Wi-Fi never re-associating, max-lifetime watchdog),
the backend must decide the status from what it last saw — it never hard-fails a session
for being silent. One pure function holds that decision,
`EnrollmentTimeoutClassifier.ClassifyTimedOutSession`, and every silent-session path calls it
so a session gets the same verdict regardless of which path noticed the silence first.
# Schema
## Inputs (`EspProvisioningRollup` + session flags)
`ExtractRollup(events)` distills the event stream into facts: Device/Account Setup
subcategory counts (incl. the 30s fallback-confirmed messages), `HasExplicitFailure`,
`HasEnrollmentComplete` vs. `HasTerminalComplete` (the Part-1 `whiteglove_complete`),
`HasAgentEmergencyBreak`, `DesktopArrived`, `HelloResolved`, `HelloPolicyDisabled`,
`SkipUserEsp`, RealmJoin detection/resolution. Session-row flags are passed alongside:
`IsPreProvisioned` + `ResumedAt` (WhiteGlove Part 2) and `IsSelfDeployingProfile`
(registry-confirmed `CloudAssignedOobeConfig 0x20|0x40`, set at registration).
## Rule order (first match wins)
| # | Condition | Verdict |
| --- | --- | --- |
| 1 | `HasExplicitFailure` | Failed |
| 1b | `IsWhiteGloveAwaitingUser`: pre-provisioned + resumed + Device Setup done + **no** user evidence since resume + no explicit failure/enrollment_complete | AwaitingUser within grace; Succeeded (honest WG reason) past grace |
| 1c | `IsSelfDeployingProvisioned`: self-deploying profile + Device Setup done + no explicit failure | **Succeeded** (reconcile) — no grace, no AwaitingUser: the profile has no user phase |
| 2 | Account Setup all-succeeded, or `enrollment_complete`, or `whiteglove_complete` on a **non-resumed** session | Succeeded |
| 3 | `HasAgentEmergencyBreak` | Incomplete immediately (agent self-destructed, nothing can arrive) |
| 4 | `DesktopArrived` + (Hello terminal, or Hello disabled + SkipUserEsp) | Succeeded (user provably finished) |
| 5 | Device Setup done | AwaitingUser within grace, Incomplete past grace |
| 6 | otherwise | Incomplete |
Grace = `ResolveGraceHours(SessionGraceHours, AbsoluteMaxSessionHours)` (~51h default),
measured from `ResumedAt ?? StartedAt`. Every Succeeded-reconcile reason carries the
silence-transparency clause (`AppendReconcileTiming`: last agent contact, silence, verdict time).
## Why rule 1c exists (kiosk tenant audit 2026-08-23)
On a self-deploying profile Device ESP all-succeeded IS the enrollment's end; the agent's
own SelfDeploying terminal only adds a 5-min confirmation window
(`DecisionEngine.SelfDeploying.s_deviceOnlyEspDetectionWindow`). Tenant `aebdce78` (school,
Wi-Fi ThinkBooks, a language-change app forcing a reboot right after Device ESP) lost that
window on 836 of ~970 sessions in one week: the agent died 0–4 min after
`DeviceSetup fallback_confirmed`, the reboot relaunch never registered (30s registration
budget on a Wi-Fi link still associating), and rule 5 labeled finished kiosks
"awaiting user / Account Setup 0/5" → Incomplete 51h later. Nobody signs in on these devices
(prepared during the holidays, boxed, in service) — AwaitingUser was factually wrong and
Incomplete turned a working rollout into a red wall. Other self-deploying tenants completed
normally in the same window, so this is a classification gap, not a profile-wide agent bug.
Agent-side companion fix: `SessionRegistrationHelper` now waits up to 15s for a network link
and retries 6× (~62s backoff) instead of 5× (~30s).
## Callers (all pass both gate inputs)
| Path | File | Notes |
| --- | --- | --- |
| Sweep stage 1 (2h agent-silent marker) | `MaintenanceService.MarkStalledSessionsAsTimedOutAsync` | Default: InProgress → Stalled. Gates run BEFORE the Stalled write: `TryMarkWhiteGloveAwaitingUserAsync` (AwaitingUser) and `TryReconcileSelfDeployingAsync` (Succeeded). Only flagged sessions pay the event read. |
| Sweep stage 2 (SessionTimeoutHours, 5h default) | same | InProgress/Stalled/AwaitingUser past the window and past the 2h silence cutoff → full classification; AwaitingUser within grace is skipped without an event read. |
| Agent max-lifetime (`enrollment_failed`/max_lifetime, `agent_shutting_down`/max_lifetime) | `EventIngestProcessor.ApplyMaxLifetimeVerdictAsync` | Watchdog = "agent stopped waiting", not a verdict; classified from evidence. Pending sessions exempt. |
| Late-telemetry reconcile | `EventIngestProcessor.TryLateTelemetryReconcileAsync` | Heal-only: applies a Succeeded verdict to Incomplete/AwaitingUser rows when straggler events arrive. |
| Agent stall probe (`session_stalled`) | `EventIngestProcessor.TryMapStallToWhiteGloveAwaitingUserAsync` | Only the WG gate (1b); a stall probe on a self-deploying device with Device Setup done means the agent is alive and something else blocks — stays Stalled. |
| Admin retro-reconcile | `LegacyReclassificationService` | Modes `legacy_timeouts`, `pending_orphans`, `self_deploying_silent` (Incomplete/AwaitingUser/Stalled rows with the profile flag, heal-only to Succeeded, admin-marked rows skipped). `POST /api/maintenance/reclassify-legacy?mode=…&dryRun=false&tenantId=…&maxSessions=…`, dry-run by default. |
## Known gap (decided, not built)
After max-lifetime the agent writes `enrollment-complete.marker` and self-destructs, so an
AwaitingUser verdict from that path can never heal — it is a 51h countdown to Incomplete.
The emergency-break path (rule 3) already terminalizes immediately; max-lifetime still goes
through the grace window by design ("user simply absent"). Revisit if customers read
AwaitingUser as "still possible".
# Examples
* Session `195593e2` (tenant aebdce78): `DeviceSetup 4/4` + `fallback_confirmed`, `AccountSetup 0/5`
(IME false positive), Hello disabled, SkipUser=True, silent after 13:01 → rule 1c →
Succeeded "self-deploying profile — Device Setup fully provisioned … agent went silent
before confirming completion. Agent last reported 2026-08-21 13:01 UTC …".
* Same event shape on a user-driven profile → rule 5 → AwaitingUser (within grace) /
Incomplete (past grace). Guarded by
`Classify_same_stream_without_self_deploying_flag_keeps_user_phase_verdicts`.
* fairstone WG Part 2 reseal-reboot, technician powers off at logon screen → rule 1b →
AwaitingUser; user unboxes days later → ingest completion heals to Succeeded.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Services/EnrollmentTimeoutClassifier.cs` — rollup + rule order, `IsWhiteGloveAwaitingUser`, `IsSelfDeployingProvisioned`, reason helpers.
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.cs` — `MarkStalledSessionsAsTimedOutAsync`, `TryMarkWhiteGloveAwaitingUserAsync`, `TryReconcileSelfDeployingAsync`.
* `src/Backend/AutopilotMonitor.Functions/Services/EventIngestProcessor.Classification.cs` — max-lifetime verdict, late-telemetry reconcile, stall mapping.
* `src/Backend/AutopilotMonitor.Functions/Services/LegacyReclassificationService.cs`, `Functions/Admin/ReclassifyLegacySessionsFunction.cs` — retro modes.
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.Maintenance.cs` — `GetAgentSilentSessionsAsync`, `GetStalledSessionsAsync`, `GetSelfDeployingSilentSessionsAsync`.
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Security/SessionRegistrationHelper.cs` — link wait + 6-attempt registration budget.
* `src/Shared/AutopilotMonitor.DecisionCore/Engine/DecisionEngine.SelfDeploying.cs` — the agent-side 5-min SelfDeploying terminal window.
* `src/Backend/AutopilotMonitor.Functions.Tests/EnrollmentTimeoutClassifierTests.cs` — rule coverage incl. the 2026-08-23 self-deploying block.
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---
type: Concept
title: Table Schema Sentinel (startup table initialization)
description: Why a cold start no longer issues one CreateTableIfNotExists per registered table - a hash over TableNames.All stored in AdminConfiguration gates the full pass, the SessionsIndex backfill only runs after a full pass and behind a conditional-insert claim, and daily maintenance repairs out-of-band deletions.
resource: /src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.cs
tags:
- backend
- table-storage
- startup
- maintenance
timestamp: 2026-08-23
---
# Schema
## Problem
`TableInitializerService` (hosted service) called `InitializeTablesAsync` on every process start, which issued `CreateTableIfNotExistsAsync` for every entry of `Constants.TableNames.All` (66 at the time of writing, DoP 8). Each call is a Create POST whose 409 is swallowed - on Flex Consumption with frequent cold starts that was ~9 serial round-trip waves before the first request. It was followed by a SessionsIndex emptiness query whose *error* path returned "empty", so a transient storage error triggered a full Sessions scan with serial upserts - on every scaled-out instance at once.
## Sentinel
* Row `AdminConfiguration` / PK `SchemaSentinel` / RK `tables`, property `TableSchemaHash` (+ `TableCount`, `UpdatedUtc`).
* Value = `ComputeTableSchemaHash(TableNames.All)`: SHA-256 over the ordinal-sorted, newline-joined table names. Derived, never hand-maintained: adding a table to `TableNames.All` changes the hash by construction (`TableLifecycleBucketTests` already forces every constant into `All`).
* `InitializeTablesAsync` (returns `bool fullPassRan`):
1. Point-read the sentinel. Match -> mark initialized, **zero** table calls, return `false`.
2. Missing / stale / unreadable (fresh storage has no AdminConfiguration table yet) -> `EnsureAllTablesAsync` (the old full pass), then upsert the sentinel **only if no table failed**, return `true`. A failed pass leaves `_tablesInitialized = false`, so the next call retries.
* Scale-out: two instances that both see a stale sentinel both run the idempotent pass - harmless.
## SessionsIndex backfill
* Only evaluated when the full pass ran (`fullPassRan == true`): an empty index can only exist on fresh storage, which is exactly the case without a sentinel.
* `IsSessionIndexEmptyAsync` now returns `false` on error (skip), not `true`.
* `TryClaimSessionIndexBackfillAsync`: conditional `AddEntityAsync` on `SchemaSentinel` / `sessionIndexBackfill` - only the winner scans; 409 or any error -> skip. The manual maintenance backfill (`RunManualAsync`) remains the safety net.
## Known gap and repair
A table deleted out-of-band (cleanup skill, portal, tests) is not noticed at startup anymore. `IStorageInitializer.EnsureAllAsync` runs as the first step of the daily timer maintenance (`MaintenanceService.RunAllAsync`), recreating it within 24h. Storage helpers are fail-soft in the meantime.
## Measuring it
`StartupTelemetryService` (hosted service) emits two App Insights metrics on `IHostApplicationLifetime.ApplicationStarted` - i.e. after every hosted service finished `StartAsync`:
* `BackendStartupMs` - process start (`Process.StartTime`) to host ready; includes runtime, DI and all hosted services.
* `BackendTableInitMs` - the `InitializeTablesAsync` slice alone (`TableStorageService.LastInitialization`).
Dimensions: `version`, `commit`, `tableInitFullPass`, `instance`. Metrics bypass adaptive sampling and the worker log level, so they arrive even though Information traces do not. The MCP server logs the same idea as one `{"type":"boot","readyMs":…}` stderr line per start (ContainerAppConsoleLogs_CL, see `.claude/commands/mcp-telemetry.md`).
```kusto
customMetrics
| where name in ("BackendStartupMs", "BackendTableInitMs")
| summarize p50 = percentile(value, 50), p95 = percentile(value, 95), n = count()
by name, version = tostring(customDimensions.version), fullPass = tostring(customDimensions.tableInitFullPass)
```
# Examples
* Deploy that adds a table: first cold start after the deploy runs the full pass once (log: "Table schema sentinel missing or stale"), every later start logs "Table schema sentinel matches (...)".
* Fresh storage account: sentinel read throws TableNotFound -> full pass -> index empty -> one instance claims and backfills.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.cs` - sentinel, `InitializeTablesAsync`, `EnsureAllTablesAsync`, `TryClaimSessionIndexBackfillAsync`
* `src/Backend/AutopilotMonitor.Functions/Services/TableInitializerService.cs` - startup gating
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.cs` - daily `EnsureAllTablesAsync`
* `src/Backend/AutopilotMonitor.Functions/Services/StartupTelemetryService.cs` - `BackendStartupMs` / `BackendTableInitMs`
* `src/McpServer/autopilot-monitor-mcp/src/index.ts` - `{"type":"boot"}` line
* `src/Backend/AutopilotMonitor.Functions.Tests/TableSchemaSentinelTests.cs`, `StartupTelemetryServiceTests.cs`
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---
type: Concept
title: Telemetry Ingest Shaping (App Insights / Log Analytics)
description: What the backend deliberately keeps out of Application Insights and why - one canonical request record (worker copy, per-item sampling bypass; host HTTP duplicate dropped by a workspace transformation), expected storage outcomes (404/412/409) and successful SignalR REST calls filtered in the worker, and the query rules that follow.
resource: /src/Backend/AutopilotMonitor.Functions/Telemetry/StorageDependencyFilterProcessor.cs
tags:
- backend
- telemetry
- application-insights
- cost
timestamp: 2026-08-23
---
# Telemetry Ingest Shaping
The backend is storage-I/O heavy and runs on the Functions isolated worker, which emits telemetry from TWO processes (host and worker). Left alone, Log Analytics ingestion is dominated by rows nobody reads. This document records what is removed, where, and what that means for queries.
# Schema
## Request telemetry — one canonical record
| Source | Emitted by | Content | Fate |
|---|---|---|---|
| Host HTTP request (`Properties.Source` empty, `Url` set) | Functions host process | Name, duration, status — no tenant/user/correlation | **Dropped at ingestion** by the workspace transformation on `AppRequests` (`infra/appinsights-workspace-transforms.bicep`) |
| Host non-HTTP invocation (`Url` empty) | Functions host process | Timer / queue executions | Kept (the worker middleware never sees them) |
| Worker request (`Properties.Source == 'WorkerMiddleware'`) | `RequestTelemetryMiddleware` | TenantId, UserId, UserRole, CorrelationId, ClientSource, McpToolName, HttpPath | **Kept, unsampled** — the canonical record |
Why two mechanisms:
* The host request item cannot be suppressed from worker code or from `host.json` (`Host.Results` controls log traces, not the request item; verified 2026-06-09). The only lever is a Log Analytics workspace transformation: `source | where tostring(Properties.Source) == 'WorkerMiddleware' or isempty(Url)`.
* `host.json` `samplingSettings.excludedTypes: "Request;Event"` only applies to the host process. The worker's `AddApplicationInsightsTelemetryWorkerService` runs its own adaptive sampling; before 2026-08-23 worker request rows carried `ItemCount` 2–5 on weekdays (≈30 % of individual requests missing, `count()` undercounting by the same share — `sum(ItemCount)` matched the host copy to 1.00 per day). Re-configuring the worker sampling chain did not take effect in the isolated worker (see the L4 note in `Program.cs`). The per-item opt-out does: the middleware sets `SamplingPercentage = 100` on its own `RequestTelemetry`, and the SDK sampling processor passes through every item whose sampling percentage is already set.
## Dependency telemetry — keep only signal
`StorageDependencyFilterProcessor` (worker pipeline) drops:
* successful Azure Storage calls (Table/Queue/Blob) in both shapes — the HTTP shape (`Azure table`, target `*.table.core.windows.net`) and the Azure SDK ActivitySource shape (`InProc | Microsoft.Tables`, `InProc | Microsoft.Storage`);
* storage calls with an **expected outcome**: `404` (point-read miss — EventTypeIndex, BlockedDevices lookups), `412` (ETag precondition), `409` (idempotent insert conflict). HTTP-shape rows carry the code in `ResultCode`; InProc rows only in `Properties["Error"]` (`Status: 404 (`). Before this filter these were 100 % of the remaining "failed" storage rows (~540 MB/week, two rows per call);
* successful Azure SignalR Service REST calls the worker makes itself (`*.service.signalr.net`).
The bulk of SignalR REST traffic (group add/remove per connection, ~470 MB/week) is emitted by the **host** process for the SignalR output binding (`SDKVersion rdddsc:*`) and never passes the worker pipeline — live-verified after the 2026-08-23 deploy (worker rows: 0, host rows: ~560/h). Those are removed by the second data flow of the same workspace transformation: `AppDependencies | where not(Success == true and Target endswith '.service.signalr.net')`.
Everything else passes: storage 429/5xx/auth/timeouts, failed SignalR calls, all HTTP/Graph/NVD/MSRC dependencies, the worker's own `InProc Invoke` span, and every non-dependency item.
## Measured baseline (7 days before the change, `_BilledSize`, `autopilotmonitor-api-eu`)
| Table | Rows | MB | After |
|---|---|---|---|
| AppDependencies | 976k | 1248 | ≈ 240 (SignalR + expected-outcome rows gone) |
| AppRequests host copy | 274k | 323 | ≈ 0 (only timer/queue rows) |
| AppRequests worker copy | 189k | 208 | ≈ 300 (now 100 % of requests) |
| AppTraces | 142k | 137 | unchanged |
| AppEvents | 6k | 4 | unchanged — not worth touching |
Net ≈ −1.3 GB/week with MORE usable data (every request now has tenant context).
# Examples
Counting requests (exact since 2026-08-23; for older data replace `count()` with `sum(itemCount)`):
```kql
requests
| where customDimensions.Source == 'WorkerMiddleware'
| summarize total=count(), failed=countif(success == false) by name
```
Real storage trouble only:
```kql
dependencies
| where type startswith 'InProc | Microsoft.Tables' or target endswith '.table.core.windows.net'
| summarize count() by resultCode, tostring(customDimensions.Error)
```
Post-deploy verification of the per-item sampling bypass (must be `ItemCount == 1` only):
```kql
AppRequests
| where TimeGenerated > ago(1h) and tostring(Properties.Source) == 'WorkerMiddleware'
| summarize rows=count() by ItemCount
```
# Citations
* `src/Backend/AutopilotMonitor.Functions/Middleware/RequestTelemetryMiddleware.cs` — `SamplingPercentage = 100` before `TrackRequest`.
* `src/Backend/AutopilotMonitor.Functions/Telemetry/StorageDependencyFilterProcessor.cs` + `StorageDependencyFilterProcessorTests.cs` — the filter contract.
* `src/Backend/AutopilotMonitor.Functions/Program.cs` — the failed L4 worker-sampling attempt and why it must not be retried.
* `infra/appinsights-workspace-transforms.bicep` — the AppRequests transformation DCR, apply/verify/rollback commands.
* `.claude/commands/backend-logs.md`, `session-debug.md` — query conventions.
@@ -0,0 +1,120 @@
---
type: concept
title: Tenant Activation & the Once-Only Welcome Mail
description: How a signup becomes an activated tenant (manual approve or auto-approve queue), and how the welcome mail is sent exactly once even though activation and the user-provided address race each other.
resource: backend
tags: [activation, auto-approve, welcome-email, preview-whitelist, race]
timestamp: 2026-08-23
---
# Schema
## Activation
A tenant is **activated** when the row `PartitionKey={tenantId}, RowKey="approved"` exists
in the `PreviewWhitelist` table (legacy name kept on purpose). Everything else in the
portal gates on that row via `PreviewWhitelistService.IsApprovedAsync` (5 min positive /
30 s negative cache).
Two activation routes, one shared implementation
(`TenantApprovalService.ApproveWithSideEffectsAsync`):
* **Manual**: Global Admin approves in the admin panel (`POST /api/preview/whitelist/{tenantId}`).
* **Auto**: signup unconditionally enqueues a `tenant-auto-approve` envelope; the queue
worker (`TenantAutoApproveHandler`) re-checks the `AutoApproveNewTenants` flag
(uncached, fail-closed), the suspension gate (fresh config read), then approves.
Typical latency: ~1 minute after signup.
The whitelist add is a **conditional INSERT** (`AddEntityAsync`, 409 = lost) — storage
arbitrates concurrent activations; exactly one caller runs the side effects
(TenantAdmin auto-promote of the signup UPN, welcome mail, `TenantAutoApproved` ops event).
## The welcome-mail race
The welcome mail goes to the **notification email** (`RowKey="notification-email"` in the
same table) — the only reliable address: it is typed by the user on the activation-pending
page (`PUT /api/preview/notification-email`). The signup admin UPN may have no mailbox and
`ContactEmail` is merely seeded from the notification email.
That makes activation and address entry concurrent writers. With auto-approve, activation
usually wins (observed in production: approve at T+64 s, address saved at T+69 s → the
approval path found no address and the mail was silently skipped).
**Arbitration — write-then-read on both sides plus a send-once marker:**
* The approval path writes the `approved` row, then reads the address.
* The save path (`SavePreviewNotificationEmail`) writes the address row, then checks
approval **fresh** (`IsApprovedFreshAsync` — the 30 s negative cache would hide the
activation for exactly this window).
* Since both do write-then-read, at least one sees both halves and calls
`TenantApprovalService.TrySendWelcomeEmailAsync`.
* There, a conditional insert of `RowKey="welcome-email-sent"` decides who actually
sends: at most one wins. The marker is consumed strictly **after** the address check —
consuming it without an address would permanently suppress the mail.
Marker lifecycle: revoke (`RevokeAsync`) deletes it (re-approve = fresh activation =
fresh mail); the offboarding cascade wipes the whole `PreviewWhitelist` partition anyway.
The Global-Admin resend endpoint (`POST /api/preview/send-welcome-email/{tenantId}`)
always sends (explicit intent) and consumes the marker best-effort so the automatic
paths never duplicate afterwards.
## Mail transport
Both transactional mails (welcome, post-offboarding farewell) go through the
provider-neutral `EmailService` (`IEmailService` for the welcome path,
`IOffboardFarewellEmailSender` for the farewell path). The provider is an implementation
detail confined to one private transport method plus the `Email:*` configuration
section — a provider swap must not rename classes, DI registrations or callers.
* Current provider: **Mailchimp Transactional (Mandrill)**, `POST {Email:Endpoint}`
(`messages/send`), API key in the JSON body, typed `HttpClient` with the shared
`ResiliencePolicies.Notification` retry policy (15 s timeout).
* Settings (App Settings use `Email__Key`): `Email:ApiKey` (required — empty means every
send is a logged no-op, never an error), `Email:Endpoint`, `Email:FromAddress`
(default `noreply@autopilotmonitor.com`), `Email:FromName` (default `Autopilot Monitor`).
* Result handling: per-recipient status `sent`/`queued`/`scheduled` = success;
`rejected`/`invalid` (with `reject_reason`), non-2xx or malformed bodies = warning.
Never throws — both callers rely on that fail-soft contract.
* `track_opens`/`track_clicks` are explicitly `false` and `auto_text` is `true`: the provider
receives only the recipient address and the tenant domain, which is exactly the claim on
the privacy page and the trust data-flows page. Changing tracking = changing those pages.
## Template overrides (operator-editable)
Global Admins can replace either HTML body without a deployment (portal: Settings →
Email Templates). `EmailTemplateService` resolves the body for every send: the stored
override wins, otherwise the built-in `EmailTemplates.*`. Overrides live in the
`PreviewConfig` table (partition `EmailTemplates`, row key `welcome` | `farewell`,
properties `Html`, `UpdatedBy`, `UpdatedUtc`), cached 5 minutes, invalidated on save/reset.
* The only placeholder is `{{domainName}}`; an empty domain renders as "your organization",
matching the built-ins. Subjects are not editable (pinned constants).
* Limit 30 000 characters (Table string property cap is 32K UTF-16 chars).
* The send path is fail-soft: a storage error falls back to the built-in body. The admin
read path is not — a broken store surfaces as an error instead of silently showing the
built-in.
* Endpoints (all GlobalAdminOnly): `GET|PUT|DELETE /api/global/email-templates/{kind}` and
`POST /api/global/email-templates/{kind}/test`. The test send goes to the caller's tenant
contact address (activation notification email → `ContactEmail` → caller UPN) with the
caller's tenant domain, optionally with an unsaved draft body; provider tag `test`.
# Examples
* Auto-approve wins the race: approve at T+64 s finds no address → logs "deferred to the
notification-email save path"; user saves address at T+69 s → save path sees approved
(fresh read), wins the marker, sends. Response carries `welcomeEmailSent: true`.
* Address saved before manual approve (classic shape): approval path finds the address,
wins the marker, sends; a later re-save of the same address does not re-send.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Services/TenantApprovalService.cs` — shared activation + `TrySendWelcomeEmailAsync`
* `src/Backend/AutopilotMonitor.Functions/Services/Activation/TenantAutoApproveHandler.cs` — queue-side gates
* `src/Backend/AutopilotMonitor.Functions/Functions/Rules/PreviewWhitelistFunction.cs` — save-path trigger, GA resend
* `src/Backend/AutopilotMonitor.Functions/DataAccess/TableStorage/TableConfigRepository.cs` — conditional inserts (approved / welcome-email-sent)
* `src/Backend/AutopilotMonitor.Functions.Tests/TenantApprovalServiceTests.cs` — ordering + dedup pins
* `src/Backend/AutopilotMonitor.Functions/Services/EmailService.cs` — provider-neutral transport (Mandrill wire format, result handling, tracking off)
* `src/Backend/AutopilotMonitor.Functions.Tests/EmailServiceTests.cs` — wire-format, fail-soft and gate-ordering pins
* `src/Backend/AutopilotMonitor.Functions/Services/EmailTemplateService.cs` — override resolution, placeholder rendering, cache
* `src/Backend/AutopilotMonitor.Functions/Functions/Admin/EmailTemplatesFunction.cs` — GA endpoints (read / override / reset / test send)
* `src/Web/autopilot-monitor-web/app/admin/settings/sections/SectionEmailTemplates.tsx` — portal editor, preview frame, test send
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---
type: Concept
title: Enrollment Time Attribution (F1)
description: How a terminal session's wall clock is partitioned into named segments with an explicit unattributed remainder, how ESP-blocking apps and reboots are attributed, and where breakdowns and fleet aggregates are computed, stored and served.
resource: src/Backend/AutopilotMonitor.Functions/Helpers/TimeAttributionCalculator.cs
tags:
- backend
- metrics
- time-attribution
- insights
timestamp: 2026-07-26T20:00:00+02:00
---
# Enrollment Time Attribution (F1)
Answers "where did the 47 minutes go?" per session and per fleet. Every number is
traceable to observed events; a missing signal produces "unknown" or an explicit
unattributed remainder — never a guess, and the partition is never normalized to 100 %.
# Schema
## Invariant
For every computed breakdown:
```
sum(span seconds) + UnattributedSeconds == WallClockSeconds == session DurationSeconds
```
`DurationSeconds` is the authoritative wall clock — for WhiteGlove it is part 1 + part 2
WITHOUT the pause, and re-terminal stamps move `CompletedAt`, so `CompletedAt − StartedAt`
is never used (it diverges in ~25 % of terminal sessions). Span seconds are floored;
sub-second dust lands in the unattributed remainder.
## Observation windows
Windows are end-anchored on authoritative timestamps and constructed so their lengths sum
exactly to `DurationSeconds`:
* Non-WhiteGlove: one window `[CompletedAt − DurationSeconds, CompletedAt]`.
* WhiteGlove (ONE session row, two windows): part 2 = `[ResumedAt, CompletedAt]`; part 1 =
`[part1End − (DurationSeconds − part2), part1End]` where `part1End` is anchored on the
`whiteglove_part1_complete` event. The pause between the windows is never attributed.
Fallback anchors set the `WhiteGloveAnchorsIncomplete` quality flag.
## Segments
Spans are sliced at phase-declaration events (only declaration events carry
`Phase != Unknown`) plus `desktop_arrived`, in canonical Sequence order; anchors whose
timestamp runs backward are dropped (`ClockSkewDropped`).
| EnrollmentPhase | Segment key |
|---|---|
| Start / DevicePreparation / DeviceSetup | `device_prep` |
| AppsDevice | `esp_apps` |
| AccountSetup / FinalizingSetup | `identity_hello` |
| AppsUser | `user_esp` |
| Complete, `desktop_arrived` event | `desktop_handoff` |
| Failed | attribution ends — tail stays unattributed |
## Quality flags (AttributionVersion 2)
Duration-critical flags (`ClockSkewDropped`, `PartialObservation`,
`WhiteGloveAnchorsIncomplete`, `PriorEnrollmentResidue`) exclude a breakdown from fleet
segment statistics with a disclosed count; the blocking-set flags (`BlockingSetUnknown`,
`BlockingSetTruncated`) only limit per-app evidence and never gate fleet stats.
`PriorEnrollmentResidue` (v2) fires on `historic_ime_replay_detected`: the IME log on disk
predates the enrollment, so the device was re-enrolled without a wipe — pre-installed apps
complete as instant detections and pull the phase anchors ahead of the real ESP page
(session f475e697: AccountSetup anchor 6.5 min early, 457 s misattributed to
`identity_hello`). `registry_app_baseline` successes are deliberately NOT a trigger — they
are by-design normal for Windows Device Preparation (DPP Batch-1 apps install before the
agent exists) and would starve that class's aggregates.
## ESP-blocking apps (positive evidence only)
Per-app intervals use EVENT timestamps (first started/download event → LAST terminal
event, covering IME retries) — never the agent payload timing, which freezes at the first
terminal transition. Blocking membership joins the app id against the session's latest
list-carrying `esp_config_detected` emission: listed ⇒ blocking; absent ⇒ unknown, never
false (`BlockingSetUnknown` / `BlockingSetTruncated` flags). Critical-path occupancy =
overlap-merged union of blocking intervals clipped to the `esp_apps` spans;
`EspAppsOccupancySeconds` is null (unknown) when no lists were observed.
The fleet what-if bound per app X is `max(0, cpEnd − cpEndWithoutX)` (latest interval end
with vs. without X; the idle gap before X counts — the ESP also waits for X to start).
It is an upper bound by construction; every consumer says "up to", never "you will save".
## Reboots
`system_reboot_detected` is detection-time-stamped by the NEXT agent run; the real boot
moment is its `lastBootUtc` payload. Reboot spans are therefore the event-stream gap
bracketing `lastBootUtc`, deduped per boot, clipped to the observation windows, and carried
as a cross-cutting annotation (they overlap the segment they started in — never a slice of
the partition).
## Persistence & compute
* `SessionTimeBreakdowns` (PK = TenantId, RK = SessionId): spans, reboot spans, blocking
intervals (top 20 + uncapped count), quality flags, `AttributionVersion`. Written once at
the session-terminal single-writer seam (`TableSessionRepository.UpdateSessionStatusAsync`,
Succeeded/Failed only — Incomplete deliberately has no duration). Deleted with its session
(deletion-manifest step) and on tenant offboarding.
* Self-healing 30-day maintenance sweep (2h tick): backfills missing breakdowns, folds
late-terminating sessions into their StartedAt-date aggregates, and enforces version
purity — a stale-version row whose events aged out counts as missing, never mixed.
Reads the tick's **shared window scan** (`MaintenanceService.LoadSweepWindowSessionsAsync`,
one projected 35-day cross-tenant drain via `MaintenanceSweepSessionProjection` that
also feeds the device-journey and verdict-calibration sweeps) — the StartedAt-only
filter is a full-table read in Table Storage, so it is done once per tick, not once per
sweep; `MaintenanceSweepProjectionEquivalenceTests` pins the column set.
* `TimeAttributionAggregates` (PK = TenantId or `global`, RK = `{yyyy-MM-dd}|{class}` and
`rolling30|{class}`): per enrollment class (`user_driven`, `whiteglove`, `self_deploying`,
`device_preparation` — never mixed) median/p75/p90 per segment over the fixed six-segment
stack (incl. `unattributed`; a session without a segment contributes 0), plus top blocking
apps (≥5 sessions per app row). Clean/flagged/missing counts are part of every row; rows
exist below the ≥20 UI gate on purpose (the UI needs the n for "insufficient data (n=…)").
Daily rows retain 180 days; `rolling30` rows are refreshed whole (a median of per-day
medians is not the range median — the rolling rows are the honest range statistics).
## Surfaces
* `GET api/sessions/{sessionId}/time-attribution` (MemberRead + tenant query param) —
breakdown row or `breakdown: null` (pre-feature / non-terminal / Incomplete = no lane).
* `GET api/metrics/time-attribution` (MemberRead) / `GET api/global/metrics/time-attribution`
(GlobalReadOrAdmin, optional `tenantId`) — `{ windowDays, classes (rolling), daily }`.
* Web: attribution lane under the session-detail phase timeline; "Time attribution" section
on Fleet Health. MCP: `get_time_attribution` (sessionId mode / fleet mode).
# Examples
A 30-minute user-driven session: `device_prep` 5m → `esp_apps` 10m (occupancy 4m by one
blocking app) → `identity_hello` 8m → `user_esp` 5m → `desktop_handoff` 2m, unattributed 0.
A WhiteGlove session with a 2-day pause reports wall clock = part1 + part2 only; the resume
gap before the first part-2 phase declaration is unattributed, not guessed.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Helpers/TimeAttributionCalculator.cs` — calculator + semantics (AttributionVersion 2).
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.TimeAttribution.cs` — persistence.
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.Aggregation.cs` — sweep + aggregation.
* `src/Backend/AutopilotMonitor.Functions.Tests/TimeAttributionCalculatorTests.cs` — golden fixtures pinning the invariant.
* `tasks/insights-expansion-spec.md` — F1 specification and source-data audit (§0.5).
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---
type: Concept
title: Verdict Calibration (classifier thermometer)
description: How every session status write declares its VerdictPath, how overriding a verdict preserves it as PriorStatus/PriorVerdictPath, how the daily calibration aggregate counts paths with the re-enrollment proxy and the correction stream, and how the drift radar (share / silence / evidence-gap) turns that into operator-only ops events.
resource: src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.VerdictCalibration.cs
tags:
- backend
- sessions
- classifier
- calibration
- regression-radar
timestamp: 2026-08-23T18:00:00+02:00
---
# Verdict Calibration (classifier thermometer)
A session's terminal status is written by ~20 code paths: the agent's own terminal events,
the silence classifier (`EnrollmentTimeoutClassifier`, rules 1–6) reached via the
maintenance sweep / the agent's max-lifetime shutdown / late-telemetry heal / retro
reclassification, the analyze-rule engine, admin marks and session superseding. Verdict
calibration makes every one of those paths **countable**, tracks how often a path's verdict
was later **overridden**, attaches the delayed **re-enrollment proxy**, and raises an
operator-only alarm when a path's share **drifts**. It is deterministic, fact-based tuning
input for the rules — explicitly not a learned model, and never a customer-facing feature.
# Schema
## VerdictPath on the session row
`SessionSummary.VerdictPath` (`VerdictPaths` vocabulary, `origin:detail`, append-only) is
stamped by **every** status write — `UpdateSessionStatusAsync` takes it as a required
parameter, `StoreSessionAsync` stamps `register:new` / `register:whiteglove_resume` and
preserves an existing path through the re-registration Replace, `SetSessionPreProvisionedAsync`
requires it whenever it writes a status. Unlike `FailureSource` (persisted only on `Failed`),
the path survives for Incomplete, AwaitingUser, Stalled and Pending.
| Origin | Paths |
| --- | --- |
| `agent` | `complete`, `complete_soft` (Continue-Anyway), `failed`, `esp_failure_fallback`, `gather_complete`, `whiteglove_pending`, `whiteglove_resumed`, `stall_probe`, `stall_heal` |
| `ingest` | `wg_awaiting` (stall probe mapped to WhiteGlove AwaitingUser) |
| `sweep` | `stalled`, `wg_awaiting`, `sd_reconcile`, `r{rule}` (stage-2 classifier) |
| `maxlife` / `late` / `retro` | `r{rule}` (classifier via max-lifetime shutdown / late-telemetry heal / retro reclassification); `retro:sd_reconcile`, `retro:superseded` |
| `register` | `new`, `whiteglove_resume`, `superseded` |
| `rule` | `rule:{ruleId}` (analyze rule with MarkSessionAsFailed) |
| `manual` | `failed`, `succeeded` |
| `legacy` | read-side derivation only (`legacy:{rule}` when the rule is recoverable from the reason literal, `legacy:unknown` otherwise) — never written |
Classifier rule ids (`ClassifierRules`): `r1`, `r1b_awaiting`, `r1b_succeeded`, `r1c`, `r2`,
`r3`, `r4`, `r5_awaiting`, `r5_incomplete`, `r6`. `ClassifyTimedOutSession` returns
`(Status, Reason, Rule)` so each `return` names its rule.
## PriorStatus / PriorVerdictPath — the correction stream
When a write replaces a prior **verdict** (existing status ∈ Succeeded/Failed/Incomplete/
AwaitingUser with a stamped path, incoming status different), the storage seam preserves the
pair (`TableStorageService.ComputePriorVerdict`, both the ETag path and the force path). A
stall marker healing to InProgress, a same-status refresh, or an unstamped legacy row never
sets it. Admin marks, late agent completions and retro reclassifications all flow through it.
## Read-side derivation for pre-instrumentation rows
`VerdictPathDerivation.Derive(session)` returns the stamped path verbatim, otherwise derives
from `AdminMarkedAction`, `FailureSource`, `ReconcileReason` and `FailureReason` using the
writers' fixed literals (classifier rule prefixes, the `max-lifetime watchdog` / `Retro-
reclassified` suffixes, `Rule: `, `Superseded by session`, `Late completion report received`).
Unambiguous rows get the real path (`agent:complete`, `manual:failed`, `rule:…`,
`maxlife:r6`), ambiguous-but-rule-known rows `legacy:{rule}`, the rest `legacy:unknown`. No
mass backfill: the aggregate counts derived rows with `DerivedCount` so the matrix shows
history while flagging its weaker evidence. Tests pin the literals against the classifier
output so a wording change fails loudly.
## Daily aggregate — `VerdictCalibrationAggregates`
PK = `TenantId` | `"global"`, RK = `yyyy-MM-dd` (session **StartedAt** date, like every daily
aggregate). `VerdictCalibrationDailyAggregate { Version, SessionCount, TerminalSessionCount,
Buckets[], ComputedAt }` with one bucket per (VerdictPath, Status):
| Field | Meaning |
| --- | --- |
| `Count` / `DerivedCount` | sessions currently on the path; of those, derived read-side |
| `Eligible7d` | terminal sessions whose end (`CompletedAt ?? LastEventAt ?? StartedAt`) lies ≥ 7 d before compute time |
| `ReEnrolled7d` | of the eligible: the device's `DeviceHistories` chain shows the next terminal session starting < 7 d after this one's end |
| `OverriddenByAdmin` / `OverriddenByLateCompletion` / `OverriddenOther` | sessions whose **PriorVerdictPath** is this bucket — attributed to the path that was overridden, so a bucket can carry overrides with `Count = 0` |
`MaintenanceService.SweepVerdictCalibrationAsync` (2-hourly, after the device-journey sweep
so the chains are fresh; manual maintenance parity; kill switch
`VerdictCalibrationSweepDisabled`) slices the tick's shared projected window scan
(`LoadSweepWindowSessionsAsync` — one 35-day cross-tenant drain feeds the time-attribution,
device-journey and calibration sweeps plus the radar's tenant discovery; the StartedAt-only
filter is a full-table read, so never per sweep), recomputes the rolling 30-day window whole (Replace),
deletes stale date rows it did not regenerate, and the unbounded-tables cleanup applies the
180-day retention. Sessions inside a deletion cascade are skipped; the table is regenerable
and is wiped with the tenant on offboarding.
## Read surfaces
* `GET global/metrics/verdict-calibration?days=&tenantId=` (GlobalReadOrAdmin,
TenantScoping.QueryParam; `VerdictCalibrationResponse.Build`): per path — count, share of
all window sessions, derived count, eligible/re-enrolled with `reEnrollRatePct` **null below
20 eligible**, the three override counters, a today-anchored 7d-vs-28d share trend
(`window7`, `baseline28`, `lift` null without baseline) — plus totals, the trend basis and
the active `alerts[]`. Empty but well-formed before the first sweep.
* MCP `get_verdict_calibration` (platform scope: GA + Global Reader). Same endpoint, LLM-shaped in
`verdict-calibration-shape.ts`: per-row `window7.sessions` / `baseline28.sessions` are dropped (the
denominators live once in `trend`), `reEnrollRatePct` / `lift` are always present (`null` = withheld),
and `minSharePct` / `top` trim the one-session tail — rows carrying overrides are never trimmed and
everything dropped is reported in `omitted`. The wire shape the admin page consumes is untouched.
* Portal: Global Admin → Metrics → Verdict Calibration (`/admin/metrics/verdict-calibration`):
matrix grouped by origin, status pill, `derived n` gray pill, trend glyph (arrow only from
5 window hits and lift ≥ 2 / ≤ 0.5), re-enrollment rate or `— (n=…)`, overrides
`admin / late / other`, `↑ Drift` pill on rows with an active episode, and the active
episodes list.
## Drift radar — `VerdictCalibrationRadar`
Same statistics as the [rule regression radar](rule-regression-radar.md) (7-day window vs the
prior 28 days, ≥ 5 window hits, ≥ 20 window sessions, lift ≥ 2, `MetricsMath.
RateIncreaseSeparated`), anchored on yesterday, over every partition with rows (each tenant
and `global`):
| Kind | Signal | Re-arm |
| --- | --- | --- |
| `share_regression` | one **backend-decided** path's share of all sessions doubled (`sweep`/`maxlife`/`late`/`retro`/`rule`/`manual`/`ingest`; `agent:*` and `register:*` mirror customer workflow mix — first prod pass fired on `agent:whiteglove_pending` rollout weeks — and `legacy:*` is derived, all excluded) | share < 1.5× baseline, the path stops occurring, or the path is no longer eligible |
| `silence_share_regression` | the `sweep:*` + `maxlife:*` share doubled — the backend had to decide more often because the agent went silent (a liveness signal, not a classifier one) | same |
| `evidence_gap` | absolute: `r6` (pure fallthrough) decides ≥ 20 % of the window's classifier verdicts, ≥ 20 verdicts | < 15 % or < 20 verdicts |
Episodes are tracker rows `verdictcalibration|{kind}|{path}|{status}` (register = `AddEntity`,
409 = already burning, fail-closed; refresh carries `FirstNotifiedAt`; 30-day tracker
retention re-arms long burners). A new episode fires **one** `VerdictCalibrationDrift` ops
event (category Maintenance, Warning; dual-registered in the web `OPS_EVENT_TYPES`) — there
is deliberately **no tenant bell**. Per-path findings on a tenant partition get the on-fire
dimension correlation (`RuleRegressionRadar.ComputeDimensionConcentration` over the window's
sessions whose derived path matches), reported with the shared wording contract "correlated,
not necessarily causal"; group kinds and the global partition carry no dimension claim.
Kill switch `VerdictCalibrationRadarDisabled`.
# Examples
* **Reading the thermometer (prod, 2026-08-23 hand analysis that motivated this):**
re-enrollment within 7 days after Succeeded 8.9 % (lab background), after Failed 24.3 %,
after Incomplete 10.6 % — Incomplete behaves like Succeeded, so rules 5/6 are probably too
cautious; the matrix now shows this per rule instead of per status.
* **Correction stream:** a session swept to `sweep:r5_incomplete`, later completed by the
agent → row `agent:complete` with `PriorVerdictPath = sweep:r5_incomplete`; the aggregate
increments `OverriddenByLateCompletion` on the `sweep:r5_incomplete / Incomplete` bucket.
Four admin marks since launch were invisible before — now each one counts against the path
it corrected.
* **Evidence gap:** a tenant whose agent build stopped emitting the Device Setup rollup line
drives its sweep verdicts into `r6`; the absolute gate fires at 20 % and names the
tenant — the fix is agent-side, the classifier is only the messenger.
# Citations
* `src/Shared/AutopilotMonitor.Shared/Models/VerdictPaths.cs` — vocabulary + `ClassifierRules`
* `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.Sessions.cs` — `ComputePriorVerdict`, `ApplyVerdictPath`, re-registration preserve
* `src/Backend/AutopilotMonitor.Functions/Helpers/VerdictPathDerivation.cs`
* `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.VerdictCalibration.cs` — sweep + `BuildVerdictCalibrationAggregates`
* `src/Backend/AutopilotMonitor.Functions/Functions/Metrics/GetVerdictCalibrationFunction.cs`
* `src/Backend/AutopilotMonitor.Functions/Helpers/VerdictCalibrationRadar.cs`, `Services/MaintenanceService.VerdictCalibrationRadar.cs`
* `src/McpServer/autopilot-monitor-mcp/src/tools/admin.ts` — `get_verdict_calibration`
* `src/McpServer/autopilot-monitor-mcp/src/verdict-calibration-shape.ts` — LLM-facing response shaping (`minSharePct` / `top`, explicit nulls)
* `src/Web/autopilot-monitor-web/app/admin/metrics/sections/SectionVerdictCalibration.tsx`
* Tests: `VerdictPathTests`, `VerdictCalibrationTests`, `VerdictCalibrationRadarTests`
* Related: [Silent-Session Classification](silent-session-classification.md), [Device Journeys](device-journeys.md), [Rule Regression Radar](rule-regression-radar.md)
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---
type: Concept
title: Drift Guards — SignalR Names, RowKeys, Config Sections, Scoped Routing
description: The 2026-08 fragility-audit follow-up contracts that turn formerly hand-synchronized mirrors into enforced ones — SignalR message-name catalog, the inverted-tick RowKey codec, tombstone table tagging, the OkAsync ratchet, per-section config PATCH, and the web's scoped-endpoint builders.
resource: /src/Backend/AutopilotMonitor.Functions.Tests/OkAsyncBaselineGuardTests.cs
tags:
- contracts
- guard-tests
- signalr
- web
timestamp: 2026-08-13T00:00:00+02:00
---
# Drift Guards
Follow-up to the 2026-08 fragility audit (see [Lifecycle Manifests & Session Scope
Resolution](backend/lifecycle-manifests-and-session-scope.md) for the earlier rounds).
Each section below replaces a hand-synchronized mirror with an enforced contract: a
change on one side now fails a build, a type check, or a test on the other side.
# Schema
## SignalR message names — one catalog, typed on both ends
`Constants.SignalRMessages` (Shared) is the complete catalog of SignalR target names.
Backend senders (output bindings and the imperative `SignalRNotificationService`)
reference the constants; the hub name is `SignalRGroupHelper.HubName`. The catalog is
exported into `shared-manifests.json` (`signalRMessages` section) by
`SharedManifestParityTests`, and the web's `SignalRContext.on/off` type their event
name against the generated union (`lib/signalrMessages.ts`) — subscribing to a name
the backend never sends is a tsc error, not a silent no-op. `newevents` is the one
legacy lowercase name; it is a persisted wire name, do not "fix" the casing.
## Inverted-tick RowKeys — one codec
`RowKeyCodec` (Functions/Helpers) is the single encoder/decoder for
`rev(t) = MaxTicks - t.Ticks` RowKeys. Every writer routes through it; the persisted
per-table shapes (D19 standard, AuditLogs `!`-prefix, UserActivity's legacy D20 width,
ConfigurationBackups' 28-char truncation) are pinned by `RowKeyCodecTests` and must
never change — a width/prefix change reorders live tables against their existing rows.
`BusinessTimestamp` keeps the OData clause builders and delegates decode to the codec.
## Tombstone rows carry their table
`DeletionRowDump.Table` names the source table on FINAL (Tombstone) rows — the one
step that mixes two tables while `DeletionStep.Table` is null.
`DeletionTombstoneTables.Resolve` is the only consumer-side resolution (delete +
restore + dry-run); the historical `Contains('_')` RowKey-shape heuristic survives
solely as the fallback for manifests written before the field existed and must outlive
one full manifest-retention cycle.
## Anonymous OkAsync responses — frozen, shrink-only
`OkAsyncBaselineGuardTests` freezes the 44 existing `req.OkAsync(new { … })` call
sites as a per-file baseline. A new anonymous response (new file or count above
baseline) fails; converting a site to a typed DTO (Shared response models, picked up
by the manifest parity tests) fails too until its baseline entry is lowered — the debt
list stays truthful and only ever shrinks.
## Tenant settings — per-section PATCH
The web's Settings sections no longer PUT the full ~92-field configuration. Each
section's exact write surface lives in `app/settings/sectionFieldMap.ts` (owned fields
plus documented `alsoWrites` write-throughs); `saveConfiguration` diffs those fields
against the loaded config and PATCHes only the changes through
`PATCH config/{tenantId}/fields` — the transactional endpoint (CAS + fail-closed
backup + exactly-these-fields verify + auto-rollback) that previously served MCP only.
The policy line is TenantAdminOrGA; a tenant admin runs on the stricter
`TenantConfigCallerTier.TenantAdmin` whose deny-list turns GA-only fields into
explicit 400s. Deploy order: backend before web. `sectionFieldMap.test.ts` pins
field↔section ownership (each field exactly one owner, all fields on the model, none
server-denied); backups/revert stay GlobalAdminOnly.
## Scoped endpoint routing — one decision object
`lib/scopedApi.ts` owns the tenant/global endpoint-pair choice: pages pass their scope
hook object (`routeGlobal`, `selectedTenantId`, `effectiveTenantId`) instead of
hand-rolling `routeGlobal ? global(..., sel || undefined) : tenant(tid, ...)` with the
tenant parameter at a different position per pair. `useGlobalAdminScope` is now a thin
projection over `useAggregatedAdminScope` (one hook, aggregated as a mode) via the
pure `resolveConcreteScopeView`. `lib/scopedFetch.ts` adds the shared JSON+ok-check
fetch layer. `lib/navVisibility.ts` extracts the sidebar's roles × nav-config × guard
logic; its matrix test also ratchets the known "sidebar shows it, guard bounces it"
mismatches (plain Operator and GlobalReader vs. `/settings` — pending a user decision).
# Examples
Renaming a SignalR message end to end: change the constant in
`Constants.SignalRMessages` → `AM_WRITE_SHARED_MANIFESTS=1 dotnet test --filter
SharedManifestParityTests` → `node scripts/generate-shared-manifest-types.js` → tsc
now flags every stale web subscription literal.
Adding a field to a Settings section: add it to the section in `sectionFieldMap.ts`
(tsc validates the name against the manifest), wire the form state into the
`updatedConfig` construction in `TenantConfigContext`, and extend the expected-fields
list in `sectionFieldMap.test.ts`.
# Citations
- `src/Shared/AutopilotMonitor.Shared/Constants.cs` — SignalRMessages catalog
- `src/Backend/AutopilotMonitor.Functions/Helpers/RowKeyCodec.cs` + `RowKeyCodecTests.cs`
- `src/Shared/AutopilotMonitor.Shared/Models/Deletion/DeletionManifest.cs` — `DeletionRowDump.Table`, `DeletionTombstoneTables`
- `src/Backend/AutopilotMonitor.Functions.Tests/OkAsyncBaselineGuardTests.cs`
- `src/Web/autopilot-monitor-web/app/settings/sectionFieldMap.ts` + `__tests__/sectionFieldMap.test.ts`
- `src/Web/autopilot-monitor-web/lib/scopedApi.ts`, `lib/navVisibility.ts`, `hooks/concreteAdminScopeView.ts`
- [Version Contract](versioning.md) — the web `/version.json` stamp + deploy verify added in the same round
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---
okf_version: "0.1"
---
# Autopilot Monitor — Technical Knowledge Bundle
Contributor-facing technical documentation for Autopilot Monitor, organized as an
[Open Knowledge Format (OKF)](https://github.com/GoogleCloudPlatform/knowledge-catalog/blob/main/okf/SPEC.md)
knowledge bundle. Customer-facing product documentation lives at
https://docs.autopilotmonitor.com (separate repository).
# Architecture
* [Architecture Guide](architecture.md) - High-level architecture overview and solution layout for contributors.
* [Version Contract](versioning.md) - One version shape for agent, backend and MCP: the ETag-CAS counter blob that mints build numbers, and the manifests published only after a deploy is verified live.
* [Customer Script Publishing](script-publishing.md) - How the customer-facing PowerShell scripts reach download.autopilotmonitor.com/agent/, why publishing is decoupled from agent releases, and the guards keeping the published copy, the version badge and the portal's version oracle in agreement.
* [URL Registry](url-registry.md) - Every well-known host lives in one registry file per component (Constants.cs / utils/config.ts / src/config.ts), enforced by guard tests; includes the agent-download migration to the download alias and its deploy-order constraint.
* [Drift Guards](drift-guards.md) - The 2026-08 fragility-audit follow-up contracts: SignalR message-name catalog (typed on both ends), the inverted-tick RowKey codec, tombstone table tagging, the shrink-only OkAsync baseline, per-section config PATCH with the section field map, and the web's scoped-endpoint builders + sidebar visibility matrix.
# Agent
* [V2 Agent](agent/index.md) - How the on-device agent works: [runtime overview](agent/overview.md), [decision engine](agent/decision-engine.md) (reducer, signals, completion arms), [logs & persistence](agent/logs-and-persistence.md) (signal log, snapshot, crash recovery), [diagnostics package](agent/diagnostics-package.md) (built-in section catalog shared with the portal, RealmJoin/Device Preparation collection gates, caps, manifest), [Hello wizard un-skip](agent/hello-wizard-unskip.md) (why a single "WHfB disabled" read never decides completion), [Autopilot ZTD diagnostics](agent/autopilot-ztd-diagnostics.md) (event IDs, diagnostic registry, endpoints, error-code map).
* [Build Counter Blob](agent/build-counter-blob.md) - How agent build numbers are minted: shared counter blob with ETag-CAS so local and CI builds never collide; CI additionally attests build provenance (Sigstore).
* [Agent Endpoint Migration](agent/endpoint-migration.md) - How the backend re-homes agents to a new API base URL via the config channel (backend move or per-tenant region move): live-fetch-only, allowlist-validated on both sides, one hop, kill wins.
* [Gather Rule Debug Log](agent/gather-rule-debug-log.md) - EnableGatherRuleDebugLog (ConfigVersion 36): the per-tenant local trace file that explains every gather-rule evaluation decision — scope skips, on_change suppression, empty collector results, logparser position/parse-mode outcomes — for rules that produce no timeline events.
* [MDM Reboot Coalescing](agent/mdm-reboot-coalescing.md) - Attributing the mid-ESP coalesced reboot ("second sign-in") to the device-assigned policy URIs that forced it: aggregated DM-Enterprise 2800 observations (neutral, flush-time watermark) + the ANALYZE-ESP-005 advisory gated on an actually-observed reboot.
* [ESP Completion Starvation — the sits-d Cloud-PC complex](agent/post-reboot-completion-recovery.md) - Why a SkipUser=true flow (no user ESP page → no Shell-Core 62407, no AccountSetup registry) left the completion gate satisfied but never evaluated — five Cloud PCs idled six hours at "waiting on: hello_resolution" — and the fix: the observed skip stands in for the final-exit evidence in the IME user-session completion attempt. Plus the two adjacent defects fixed alongside: the edge-only user-apps-settled synthesis (now level-triggered) and the never-wired Shell-Core restart replay (now Hello-wizard-only, with the reasoning why a replayed 62407 must never reach the reducer).
* [Secure Boot CA-2023 Detection](agent/secureboot-ca2023-detection.md) - Why ANALYZE-SEC-001 v3 reads the UEFI db/KEK variables directly instead of trusting the SecureBoot\Servicing registry, and how the one-sided uefiCa2023FirmwareConfirmed marker plus a not_exists precondition give absence-tolerant suppression across old and new agents.
* [Continue-Anyway Observation Mode](agent/continue-anyway-observation.md) - EnableEspContinueAnywayObservation (ConfigVersion 37, operator-set): Device-phase ESP terminal failures on Continue-Anyway profiles get a bounded 60-min observation instead of an immediate hard fail; the DAD-validated real-user desktop + Hello gate detect the true end, the session completes Succeeded + EspSoftFailure (amber "with issues" badge), expiry un-defangs to the original esp_terminal_failure.
* [CMTrace Time Resolution](agent/cmtrace-time-resolution.md) - Converting bias-less CMTrace local times to UTC without trusting any process's timezone belief: per-line self-anchoring on the 15-minute offset grid for provably fresh lines, uniform marked reader-zone fallback for backlog, and the provenance vocabulary (bias / line-anchored / reader-zone-fallback) that keeps every event re-derivable.
* [Registry App-State Second Pillar](agent/registry-app-state-pillar.md) - IME's authoritative per-app state read straight from the registry (Win32Apps EnforcementStateMessage, EspTrackingWin32Apps, StatusServiceReports) via a snapshot-and-diff watcher; registry/log reconciliation doubles as the built-in IME log-pattern drift alarm.
* [WDP Scenario Gates & Completion Backstop](agent/wdp-scenario-gates.md) - How the agent gates Autopilot/ESP-only machinery off on Windows Device Preparation sessions (deterministic ExecutionContext marker, fail-toward-Classic), which noise it suppresses (ZTD probe, esp_config unknown, ModernDeployment 100/417/418/1005, starved sweep), and the WDP completion model: High-confidence seed, desktop-based arm D, and the 30-min device_prep_completion backstop.
* [Power-State Watcher](agent/power-state-watcher.md) - Live AC↔battery transitions and 50/30/15% downward battery-threshold crossings during enrollment via a WMI Win32_PowerManagementEvent push subscription (zero polling, never armed on battery-less devices): the power_state_change event (transition field, per-level lifetime latch, 5s debounce, emission cap) and the analyze rules ANALYZE-DEV-009 (battery <15%, high) / ANALYZE-DEV-010 (AC→battery, warning) with on_event interim triggers.
* [System Timeline Watcher](agent/system-timeline-watcher.md) - Ground truth for two timeline blind spots from one System-channel EventLogWatcher with pre-agent backfill: system_clock_changed (Kernel-General 1 — oldTime/newTime/signed timeDeltaMs/reason/setting process; 2 s micro-slew floor, ≥5 min Warning+immediate) and system_sleep_episode (Power-Troubleshooter 1 sleep/hibernate + Kernel-Power 507 Modern Standby; authoritative enteredAt/exitedAt payload instants, 60 s Modern-Standby floor). Consumed by the TimeJumpBadge clock-set cause, the SessionInfoCard standby note, time-attribution SleepSpans (AttributionVersion 3) and ANALYZE-DEV-012.
* [DO GroupId Auto-Set](agent/do-group-id-auto-set.md) - EnableDoGroupIdAutoSet (ConfigVersion 40): the agent seeds the Delivery Optimization DOGroupId policy with a deterministic network-fingerprint GUID (default gateway IPv4 + SendARP MAC, RealmJoin-compatible byte layout) so same-network devices form one DO peering group during ESP; ownership-tracked via the StartupEventGate fingerprint, foreign DOGroupId/DOGroupIdSource policies always win, no random-GUID fallback.
* [ESP Policy-Provider Stall Detection](agent/esp-policy-provider-stall.md) - The EnrollmentStatusTracking CSP's no-timeout Setup/Apps wait is keyed to the Intune-registered "Sidecar" provider by NAME: co-management's "ConfigMgr" parks the user ESP at "Apps (Identifying)" for days even with TrackingPoliciesCreated=1 (issue #106); the always-on two-arm esp_policy_provider_stalled tripwire (provider_incomplete | sidecar_provider_missing) and the SOFTWARE\Microsoft\Windows\Autopilot gather-rule allowlist entry that surface it.
# Rules
* [Gather Rule Phase Scoping, One-Shot Triggers & Emit-on-Change](rules/gather-rule-phase-scoping.md) - Restricting gather rules to enrollment phases (activePhases / activeFromPhase sticky latch), one-shot collection at a phase's start/end (phase_change / phase_exit), and emitMode "on_change" result-dedup.
* [Gather Rule Guardrails](rules/gather-rule-guardrails.md) - Why the allowlists in rules/guardrails.json are enforced on the agent and nowhere else, which hard blocks survive unrestricted mode, and the rule that every collector must call a guard and emit security_warning on refusal.
* [Rule Authoring Surface](rules/rule-authoring-surface.md) - How customer AIs author rules against the real contract: the baked MCP resources (guide/schemas/guardrails via combine.js), the MCP-local validate_rule pre-flight, and the side-effect-free POST rules/analyze/dryrun whose trace twin shares the production evaluators (parity + side-effect-freedom pinned by tests).
* [Rule ID Namespace & Collision Guards](rules/rule-id-namespace.md) - Why rule identity is the human-readable ruleId (no GUIDs) with tenant isolation via Table Storage partitioning, the reserved built-in namespace (RuleIdPolicy), which collisions are possible (custom-vs-custom across tenants: allowed and harmless), and the guards keeping the global RuleStats aggregate catalog-only and the global partition inside the reserved namespace (combine.js, reseed, cross-tenant RuleState GC).
* [Analyze Rule Evaluation Triggers](rules/analyze-rule-triggers.md) - Opt-in `evaluateOn` interim triggers (`whiteglove_sealed`, `on_event:<type>`) so rules can fire before a session is terminal, with RuleResults update-semantics (interim → finalize/resolve, NotifiedAt notification dedupe) replacing the permanent dedupe freeze, KO/stat suppression on interim runs, the ingest-side cached trigger registry, and the authoring lints that keep interim rules monotonic.
# Backend
* [Telemetry Ingest Shaping](backend/telemetry-ingest-shaping.md) - One canonical App Insights request record (worker copy with tenant context, per-item sampling bypass; host HTTP duplicate dropped by a workspace transformation DCR), expected storage outcomes 404/412/409 and successful SignalR REST calls filtered in the worker, and the count()/sum(itemCount) query rules that follow.
* [Table Schema Sentinel](backend/table-schema-sentinel.md) - Startup no longer issues one CreateTableIfNotExists per table: a SHA-256 over TableNames.All in AdminConfiguration gates the full pass (derived, never hand-maintained), the SessionsIndex backfill runs only after a full pass behind a conditional-insert claim, and daily maintenance repairs out-of-band deletions.
* [Business Timestamps](backend/business-timestamps.md) - Why the Azure Tables system Timestamp is never authoritative (migrations reset it), and the OccurredUtc + RowKey-decode compensation for AuditLogs/OpsEvents/Events after the 2026-07-18 migration.
* [Send-Time Frame Separation](backend/send-time-frame-separation.md) - One device-clock send timestamp per upload batch (X-Send-Time-Utc → SentAt on Events) splits ReceivedAt − OccurredUtc into pure spool delay and pure device-vs-server clock offset; the clock_skew condition measures SentAt batches directly (spool-immune), the CMTrace tripwire deliberately stays on its differential math.
* [OOBE Bootstrap go-Code Flow](backend/oobe-bootstrap-go-flow.md) - The bootstrap short-code lifecycle (portal-created session → `irm go.autopilotmonitor.com/CODE | iex` at Shift+F10 → GetBootstrapScriptFunction), the always-HTTP-200 text/plain contract, the two-line injection defense (GUID/URL/expiry validator + single-quoted PS literals, golden-pinned against the legacy TS template), and the per-IP rate-limit story behind Front Door.
* [Silent-Session Classification](backend/silent-session-classification.md) - How a session whose agent went silent gets its honest status: the two-stage maintenance sweep (2h Stalled marker with the WhiteGlove Part-2 AwaitingUser gate and the self-deploying Succeeded gate, 5h timeout classification), the EnrollmentTimeoutClassifier rule order (explicit failure → WG Part 2 → self-deploying → completion evidence → emergency break → desktop+Hello → Device Setup/grace), the ingest paths sharing it (max-lifetime, late-telemetry heal, stall probe) and the admin retro-reconcile modes incl. self_deploying_silent.
* [Device Journeys & First-Time-Right](backend/device-journeys.md) - How a device's terminal enrollment attempts are grouped into journeys (trim+casefold device key with junk-serial exclusion, first-success end, 30-day gap, WhiteGlove = one attempt), the DeviceHistories chain with its tombstone-driven deleted-session pruning, the additive daily FTR aggregates, and the banner/fleet/MCP surfaces.
* [Enrollment Time Attribution](backend/time-attribution.md) - How a terminal session's authoritative wall clock (DurationSeconds, WhiteGlove pause excluded) is partitioned into named segments with an explicit unattributed remainder, ESP-blocking apps as positive evidence with "up to" what-if bounds, reboot spans from event gaps, and the breakdown/aggregate tables the sweep maintains.
* [Attempt-Scoped App Install Durations](backend/app-install-duration-attempt.md) - AppInstallSummary.DurationSeconds = status-defining (last) install attempt via the LastAttemptStartedAt max-fold anchor instead of the first-observation→last-terminal span that billed multi-pass IME gaps to trivial apps; InstallPassCount, the weaker-terminal guard, the radar's cutover gate, and time attribution's union-of-attempt-segments occupancy.
* [Rule Regression Radar](backend/rule-regression-radar.md) - How analyze-rule hit-rate regressions are detected (7-day window ≥2× the 28-day baseline with disjoint Wilson intervals), which suppressions keep the radar quiet (grace period, edit-in-window, kill switch), how alert episodes live in the ruleregression tracker keyspace with re-arm semantics, and the on-fire dimension correlation with its "correlated, not necessarily causal" wording contract.
* [Verdict Calibration](backend/verdict-calibration.md) - How every session status write declares its VerdictPath (origin:detail vocabulary incl. classifier rule ids), how overriding a verdict preserves PriorStatus/PriorVerdictPath as the correction stream, the daily per-path calibration aggregate with the 7-day re-enrollment proxy and read-side legacy derivation, the GA endpoint / MCP tool / admin matrix, and the drift radar (share, silence-share, r6 evidence gap) with its operator-only ops events.
* [App Version Duration Regression Radar](backend/app-version-regression-radar.md) - How app versions whose median install duration regressed vs. the previous version are detected (first-seen-ordered versions, median lift ≥2× plus a 5-minute absolute floor over measured installs only), how alert episodes live in the appversionregression tracker keyspace with drain/median re-arm semantics, and the bell/ops-event/analytics surfaces.
* [Plan Downgrade Policy & the Retention Grace Period](backend/plan-downgrade-retention-grace.md) - What happens when a tenant loses Pro: every entitlement gates read-time and reversibly ("gate, don't destroy"), except retention — a 30-day grace keeps the Pro cap before the Community cap starts hard-deleting; the ProDowngradedUtc/trial-expiry anchor model, the TenantPlanDowngraded/RetentionGrace* ops events, and the deliberate non-grace of everything else.
* [Tenant Activation & the Once-Only Welcome Mail](backend/tenant-activation-welcome-mail.md) - How a signup becomes an activated tenant (manual approve or the auto-approve queue), and the write-then-read + conditional-marker arbitration that sends the welcome mail exactly once even though activation and the user-typed notification address race each other.
* [W365 Cloud PC Device Validation](backend/cloudpc-device-validation.md) - Why Cloud PCs can never pass the Autopilot serial lookup, and the cert-CN-bound CloudPc fallback validator: Subject CN (= Intune device id) matched against the tenant's Graph virtualEndpoint/cloudPCs inventory — admits exactly the service-provisioned Cloud PCs, nothing else.
* [ServerActions & On-Demand Diagnostics](backend/server-actions-on-demand-diagnostics.md) - The queue-on-session, deliver-on-ingest action channel, the TenantAdminOrOperator tier with in-function per-type re-gating, the portal's Collect Logs flow (quick-config orders rotate_config before request_diagnostics), and the hosted-prefix sweep in the offboarding cascade.
* [Session Annotations](backend/session-annotations.md) - Role-separated human verdicts on sessions (operator / tenantadmin / globaladmin lanes, one row each): the per-lane write matrix with own-tenant binding, the platform-internal GA lane, the fired-rule-id snapshot that makes annotations rule-quality labels, and the portal card + MCP list/annotate surfaces.
* [Lifecycle Manifests & Session Scope Resolution](backend/lifecycle-manifests-and-session-scope.md) - The fragility-audit P5/P6 completeness nets: every table classified into a deletion lifecycle (offboarding buckets incl. the RowKey-anchored SafeWipe Variant D, per-session cascade, kept-by-design), the SessionsIndex field manifest with bidirectional builder/reader pinning, the single ResolveSessionScopeAsync helper backed by the SessionTenantLookup point-read, and the server-side dashboard free-text search (q=) with its page-backfill loop.
# MCP Server
* [MCP Docs Corpus](mcp/docs-corpus.md) - How the published customer documentation becomes the `search_docs` corpus: CRLF-safe heading chunking, build-time embedding as a third precomputed section, and why a docs edit needs an MCP redeploy.
* [MCP Tool Telemetry](mcp/tool-telemetry.md) - The three telemetry layers for judging tool quality: backend App Insights via X-MCP-Tool-Name, the per-user usage table, and the MCP_TOOL_LOGGING stderr lines (soft errors, result size vs. cap, zero-hit searches, Zod rejections).
# Web Portal
* [Portal Navigation Prefetch & the SWA Runtime Bottleneck](web/portal-navigation-prefetch.md) - Why every navigation Link sets `prefetch={false}`: the App Router's viewport prefetch fans out one RSC request per visible link and the Static Web Apps SSR runtime queues them server-side into a multi-minute tail. Records the follow-up measurement (the Standard plan changed nothing; the prefetch storm was an accidental keep-alive), where browser telemetry actually lives, and why this curl build cannot be trusted for HTTP versions.
# Security & Identity
* [MCP OAuth Flow](mcp-oauth-flow.md) - Who authenticates where when connecting an AI client to the MCP server; two identities, three parties plus Entra ID.
# Conventions for this bundle
* Every concept document is a markdown file with YAML frontmatter; `type` is mandatory, `title`, `description`, `resource`, `tags`, and `timestamp` are recommended.
* Use standard **relative** markdown links between documents (e.g. `agent/overview.md`, `../architecture.md`). Do NOT use the spec's `/`-prefixed bundle-absolute form — GitHub resolves those against the repo root (missing `/docs`) and navigation breaks.
* Record notable additions and changes in [log.md](log.md).
* `index.md` and `log.md` are reserved names — never use them for concept documents.
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# Log
## 2026-08-23
* **New**: `backend/telemetry-ingest-shaping.md` — `RequestTelemetryMiddleware` sets `SamplingPercentage=100` on its own item (worker request rows were adaptively sampled, ItemCount 2–5 on weekdays, despite host.json `excludedTypes`), the redundant host HTTP request copy is dropped by a workspace transformation DCR (`infra/appinsights-workspace-transforms.bicep`, timer/queue rows kept), and `StorageDependencyFilterProcessor` now also drops expected storage outcomes (404/412/409, both InProc and HTTP shapes) and successful SignalR REST calls; the host-emitted SignalR binding calls (bulk of the volume, SDK `rdddsc`) are dropped by a second `AppDependencies` flow in the same DCR. Measured ≈ −1.3 GB/week.
* **Update**: `backend/table-schema-sentinel.md` — "Measuring it": `StartupTelemetryService` emits `BackendStartupMs` (process start → ApplicationStarted) and `BackendTableInitMs` as App Insights custom metrics with version/commit/fullPass dimensions; the MCP server writes one `{"type":"boot","readyMs"}` stderr line per start (query in `.claude/commands/mcp-telemetry.md` §A2).
* **New**: `backend/table-schema-sentinel.md` — startup table initialization gated by a schema sentinel (SHA-256 over `TableNames.All` in `AdminConfiguration`/`SchemaSentinel`/`tables`): matching sentinel ⇒ zero `CreateTableIfNotExists` calls on a cold start, missing/stale ⇒ one full pass + sentinel rewrite. SessionsIndex startup backfill only after a full pass, `IsSessionIndexEmptyAsync` no longer treats errors as "empty", conditional-insert claim so one scaled-out instance backfills. Daily maintenance runs `IStorageInitializer.EnsureAllAsync` to repair out-of-band table deletions.
* **Update**: `backend/verdict-calibration.md` — MCP `get_verdict_calibration` response shaping: per-row trend denominators dropped, explicit nulls, `minSharePct` / `top` with an `omitted` report.
* **Update**: `backend/verdict-calibration.md` — share-regression radar restricted to backend-decided paths; agent-declared/registration paths (customer workflow mix) and derived legacy paths no longer alert, stale episodes re-arm themselves.
* **Update**: `backend/time-attribution.md`, `backend/device-journeys.md`, `backend/verdict-calibration.md` — the rolling maintenance sweeps (time attribution, device journeys, verdict calibration, calibration-radar discovery) now share ONE projected 35-day cross-tenant Sessions scan per tick (`LoadSweepWindowSessionsAsync` + `MaintenanceSweepSessionProjection`, pinned by `MaintenanceSweepProjectionEquivalenceTests`) instead of four full-table drains; each sweep slices its own window by StartedAt.
* **New**: `backend/verdict-calibration.md` — the classifier thermometer: every status write now stamps `VerdictPath` (required parameter on `UpdateSessionStatusAsync`; `EnrollmentTimeoutClassifier` returns its rule id), overriding a verdict preserves `PriorStatus`/`PriorVerdictPath`, `VerdictPathDerivation` attributes pre-instrumentation rows read-side (`legacy:*` when ambiguous). New daily aggregate `VerdictCalibrationAggregates` (per-path count/derived/eligible7d/reEnrolled7d/overridden-by-admin|late|other, sweep after the device-journey pass, 180d retention), `GET global/metrics/verdict-calibration`, MCP `get_verdict_calibration`, admin metrics section, and the `VerdictCalibrationRadar` (share / silence-share / r6 evidence-gap episodes in the tracker keyspace `verdictcalibration|`, `VerdictCalibrationDrift` ops event, no tenant bell).
* **New**: `backend/silent-session-classification.md` — one place for the silent-session verdict: `EnrollmentTimeoutClassifier` rule order incl. the new rule 1c `IsSelfDeployingProvisioned` (self-deploying profile + Device Setup all-succeeded + no explicit failure ⇒ Succeeded reconcile, no grace/AwaitingUser — kiosk tenant aebdce78 audit: 836 finished devices parked AwaitingUser/Incomplete), the sweep stage-1 gates (`TryMarkWhiteGloveAwaitingUserAsync`, new `TryReconcileSelfDeployingAsync`), the ingest callers (max-lifetime, late-telemetry heal, stall probe) and the new admin retro mode `self_deploying_silent` (`GetSelfDeployingSilentSessionsAsync`). Agent companion: `SessionRegistrationHelper` waits up to 15s for a network link and retries 6× (~62s) instead of 5× (~30s) so the reboot relaunch on Wi-Fi no longer exits 7 before the link is back.
* **New**: `agent/diagnostics-package.md` — the diagnostics ZIP's built-in collection is now ONE catalog in Shared (`DiagnosticsBuiltInSections.All`): the agent iterates it in order and the backend serves the same list to the portal (`GET diagnostics/paths`, MemberRead), so what administrators see is exactly what the agent collects. New conditional sections: RealmJoin client/package/Chocolatey/per-user logs behind the tenant's RealmJoin Watcher toggle (mirrored onto `AgentConfiguration.EnableRealmJoinWatcher` by the merger) and the Device Preparation bootstrapper event log behind the deterministic WDP marker (probe once per build, fail toward Classic); every skip is a manifest line. Built-ins bypass `DiagnosticsPathGuards` by design (reviewed code, `%ProgramData%\RealmJoin` is not allowlisted); caps/reparse/evtx export still apply. `MergeDiagnosticsLogPaths` dedups global ∪ tenant paths. Portal: collapsed read-only catalog + one-line rows in both cards, tenant context dropped the GA-only global fetch.
* **Update**: `rules/gather-rule-guardrails.md` — `DiagnosticsPathGuards` scope clarified: configured diagnostics paths only, never the built-in catalog.
* **Update**: `backend/tenant-activation-welcome-mail.md` — new "Template overrides" section: Global Admins can replace the welcome/farewell HTML in the portal (Settings → Email Templates); `EmailTemplateService` resolves override-or-built-in per send (PreviewConfig table, partition `EmailTemplates`, 5-min cache, `{{domainName}}` placeholder, 30k limit, fail-soft send path), GA endpoints `global/email-templates/{kind}` (+`/test` to the caller's tenant contact address). Also: the mail header is image-free (CSS-drawn brand mark, gradient stripes and clip-path edge as progressive enhancement).
## 2026-08-22
* **Update**: `backend/tenant-activation-welcome-mail.md` — new "Mail transport" section: transactional mail now goes through the provider-neutral `EmailService` (`IEmailService` + `IOffboardFarewellEmailSender`) with the provider confined to one private transport method and the `Email:*` settings (`ApiKey`, `Endpoint`, `FromAddress`, `FromName`); current provider Mailchimp Transactional (Mandrill) replacing Resend (NuGet dropped, typed `HttpClient` + `ResiliencePolicies.Notification`). Result-array semantics (`sent`/`queued`/`scheduled` ok, `rejected`/`invalid` warn), open/click tracking explicitly off because the privacy/trust claim depends on it.
* **New**: `backend/plan-downgrade-retention-grace.md` — plan downgrade policy: every Pro entitlement gates read-time and reversibly on downgrade ("gate, don't destroy"), except retention, which now gets a 30-day grace (`FeatureEntitlementCatalog.RetentionDowngradeGraceDays`) before the Community cap starts hard-deleting the 90–365-day band. Anchor model: `ProDowngradedUtc` stamped/cleared by the plan endpoint's pure `ApplyPlanChanges` core on EFFECTIVE-edition transitions (covers explicitly ended trials; planTier downgrade under an active trial deliberately doesn't stamp), trial expiry anchors read-time via `TrialExpiresUtc`. New Warning ops events `TenantPlanDowngraded` (PATCH handler) and `TenantRetentionGraceExpiring`/`TenantRetentionGraceEnded` (TrialExpirySweep window mechanics, only when stored retention exceeds the Community cap). Field is patch-denied + revert-protected; retention WRITE cap deliberately ignores the grace.
## 2026-08-21
* **New**: `agent/do-group-id-auto-set.md` — optional DO peering-group seed (`EnableDoGroupIdAutoSet`, default off, ConfigVersion 40): `DoGroupIdService` derives a deterministic GUID from the default gateway's IPv4 + SendARP MAC in RealmJoin's exact byte layout (cross-product peering) and writes `DOGroupId` in the 64-bit GPO Policies store with readback verification. Conservative by design: no random-GUID fallback (skip on missing gateway/MAC), `DOGroupIdSource`/MDM-managed values/foreign GPO values always win (skip reasons in the `do_group_id_auto_set` event), own stale values are recognized via the `written:<guid>` StartupEventGate fingerprint and updated after a gateway change. Gateway heuristic extracted into the shared `NetworkInterfaceLocator` (dedup of NetworkChangeDetector + DeviceInfoCollector copies).
* **New**: `agent/system-timeline-watcher.md` — clock-step and sleep-episode ground truth from the System event log: one `EventLogWatcher` (Kernel-General 1, Power-Troubleshooter 1, Kernel-Power 507; 506 deliberately unconsumed) emits `system_clock_changed` (oldTime/newTime/signed timeDeltaMs/reason/process; 2 s micro-slew floor, ≥5 min = Warning+immediate) and `system_sleep_episode` (kind sleep/hibernate/modern_standby, authoritative `enteredAt`/`exitedAt` payload instants, 60 s Modern-Standby floor). WindowsUpdateTracker-style backfill (24 h default, `system-timeline-watermark.json`) recovers pre-agent records; ConfigVersion 39 (`Collectors.EnableSystemTimelineWatcher`). Consumers: TimeJumpBadge cause `clock-set` (ground truth beats inference), SessionInfoCard standby note next to the unchanged wall-clock duration, `SleepSpan`s in time attribution (AttributionVersion 3, RebootSpan clone), and ANALYZE-DEV-012 (info, single, ≥5 min episode; deliberately the only new rule — clock issues stay with DEV-008).
* **New**: `agent/power-state-watcher.md` — live AC/battery observation during enrollment: `PowerStateWatcherHost` subscribes to the WMI push `Win32_PowerManagementEvent EventCode 10` (no polling; re-probes `GetSystemPowerStatus` per push, 5 s trailing-edge debounce, never armed on battery-less devices, `Collectors.EnablePowerStateWatcher` kill-switch, ConfigVersion 38). The pure `PowerStateTransitionTracker` emits `power_state_change` with `transition` = ac_to_battery (Warning, immediate) / battery_to_ac (Info) / threshold_crossed at 50/30/15% (each level latched once per lifetime, lowest-crossed-only on jumps, baseline-below-level covered, emission cap 20). Classified non-activity on both sides (SignalActivityClassifier + IsPeriodicOrStallEvent). New analyze rules ANALYZE-DEV-009 (thresholdPercent=15, high) and ANALYZE-DEV-010 (transition=ac_to_battery, warning), both with `on_event:power_state_change` interim triggers and deliberately single-required-condition (event_data conditions have no same-instance join).
* **Update**: `rules/rule-id-namespace.md` — the export→paste round-trip is no longer lossy: the JSON editors now map rule-shaped exports into the form (`gatherRuleToForm` unflattens the nested gather `parameters` object, analyze `jsonToForm` maps `evaluateOn` onto the eval checkboxes; `tags` and the effective `markSessionAsFailed` carry into the created rule). Both editors still accept the serialized-form shape; edit-mode pastes merge, with an explicit `parameters`/`evaluateOn` winning over stale flat fields.
* **New**: `rules/rule-id-namespace.md` — rule identity model: human-readable `ruleId` strings (no GUIDs), tenant isolation via Table Storage partitioning (`global` = built-in/community, tenantId = custom), the reserved built-in namespace from `RuleIdPolicy`, and the four collision guards: catalog-only global `RuleStats` aggregate (same-ID custom rules of unrelated tenants no longer sum into one `global_{ruleId}` row), combine.js duplicate/namespace fail, GitHub-reseed rejection of non-reserved IDs into the global partition, and the namespace gate on the cross-tenant RuleState GC.
* **New**: `backend/app-install-duration-attempt.md` — attempt-scoped app install durations: `DurationSeconds` = status-defining (last) attempt anchored on the new max-folded `LastAttemptStartedAt` (StartedAt stays the earliest-wins window/version-ordering key; legacy rows without the anchor keep the span fallback); `InstallPassCount` with replay-guarded additive fold; weaker-terminal guard (completed-with-Skipped never overrides Installed/Error, in-batch and cross-batch); attempt-scoped `DownloadDurationSeconds` pairing; the version-regression radar's both-sides cutover gate; time attribution counts the union of per-pass active segments (occupancy merges segments, hulls stay for display/what-if); agent payload timing re-arms both endpoints on terminal→active. No backfill — pre-cutover rows keep span semantics.
* **Update**: `agent/decision-engine.md` — activity-based RealmJoin timeout extension (report 55e6afd61c9d: a large RJ package catalog outlived the 60-min window mid-install — the timer arms at RJ-agent-MSI detection, so the first deployment had effectively ~44 min). When the `RealmJoinTimeout` deadline fires with `LastDeploymentPhase` 100/101 and deployment activity (phase change or package observation, persisted in `RealmJoinFacts.LastActivityUtc`; the detection-time phase capture deliberately excluded) inside the last 60 min, the deadline re-arms to `lastActivity + 60 min` (Info event `realmjoin_timeout_extended`), clamped at detection + 4 h. `realmjoin_timeout` now carries `reason` = `hard_timeout` / `inactivity` / `absolute_cap`; a fire of a superseded deadline incarnation dead-ends. Idle detection and phase-200/210 sessions keep the original 60-min behavior.
* **New**: `backend/send-time-frame-separation.md` — P14: the agent stamps one device-clock send timestamp per upload attempt (`X-Send-Time-Utc`), the ingest function server-stamps it as `SentAt` on every event of the request. `SentAt − OccurredUtc` is pure spool delay, `ReceivedAt − SentAt` is network + device-vs-server clock offset — the two were indistinguishable before and had to be separated statistically. The `clock_skew` condition measures SentAt-carrying batches directly (spool-immune, no spread cap, IME-only sessions become measurable; evidence carries `sentAtBatchCount`), legacy batches keep the median path; the CMTrace tripwire deliberately stays on its differential math (common-mode clock offset cancels there).
## 2026-08-20
* **Update**: `agent/cmtrace-time-resolution.md` — new "Backend regression tripwire" section: the P6 split. Operator side: `CmTraceSkewTripwire` piggybacks on the terminal counter reconcile's partition scan (`Δ = ReceivedAt − OccurredUtc` per source, 15-min grid + 2-min residual, ≥20 samples / ≥3 distinct batches per side, bias-dominated sessions suppressed, `measuredWriterOffsetMinutes` never consulted) and emits the `CmTraceTimeSkewRegression` ops event — goal state: never fires; kill switch `CmTraceSkewTripwireDisabled`. Customer side: new `clock_skew` analyze condition source (`skewMetric: clock_jump | sustained_offset`, threshold in seconds, batch-median frames with spool-spread filter, plateau step detection, end-state persistence, IME-derived events excluded) behind the new built-in `ANALYZE-DEV-008` (300 s = the Kerberos/Entra 5-minute skew boundary) — the during-enrollment complement of ANALYZE-DEV-007's one-shot NTP check. P5 (agent-side observability event) is subsumed by the tripwire.
* **New**: `agent/cmtrace-time-resolution.md` — the era-aware answer to the CMTrace timezone skew: a bias-less line read in a provably fresh pass anchors its own UTC offset against the agent clock (15-minute grid, 2-minute residual), so interleaved writer eras in one file resolve line by line; everything not provably fresh keeps the uniform reader-zone fallback and says so via `sourceOffsetOrigin`. Freshness is a per-file `LastCheckedUtc` stamped on every poll look (empty first sights included) with a 30-second window, never restored across restarts. Replaces the reverted per-file offset application (04b1a7c6); the per-file measurement stays observational, now with the anchor timestamp logged as a tripwire for the still-unexplained e9753578 label/anchor crossing.
* **Update**: `agent/post-reboot-completion-recovery.md` — retitled to "ESP Completion Starvation — the sits-d Cloud-PC complex" and reframed on the evidence: the reboot was a red herring. The five stuck Cloud PCs carried `SkipUserStatusPage=True` (read 10+ times across three agent processes, `True` every time) and Windows honoured it — no user ESP page, hence no Shell-Core 62407 and no AccountSetup provisioning registry, verified over a six-hour uninterrupted post-reboot run with the watcher armed. Arm B of `ShouldTransitionToAwaitingHello` was open from the bootstrap onward, but every evaluation site hangs off a signal a skip-user flow cannot produce, and the `AdvisoryCompletion` backstop arms exclusively from an `EspExiting` signal — an open gate nobody knocks on. Fix: `HandleImeUserSessionCompletedV1` accepts the observed skip in place of the final-exit evidence (`skipUserExitEquivalent`; anchor + genuine IME completion + real-user desktop stay mandatory, WDP excluded). The knock deliberately lives on the IME edge, not desktop arrival — ordering-robust against Fix 10's AccountSetup bounce-back and semantically "user-phase work finished" rather than mid-install. `ClassicSkipUserEspUserSessionCompletionTests` replays the real 8110e262 ordering end to end. Docs and comments no longer claim an ESP-exit recovery that does not exist (stray duplicate summary in `ShellCoreTracker`, `ImeLogHost` restore-callback comment); the residual `SkipUser=false` exit-in-downtime gap is named honestly and surfaced by `ANALYZE-ESP-005` via `session_stalled` instead of being patched with an unorderable replay.
## 2026-08-19
* **New**: `agent/post-reboot-completion-recovery.md` — a forced mid-ESP reboot (DeviceGuard/DmaGuard) used to cost the session its AccountSetup completion permanently. Two defects: `ShellCoreTracker.BackfillRecentEspExitEvents()` existed but had no caller, so every agent restart dropped an ESP exit (62407) written while it was down; and the user-apps-settled synthesis was edge-triggered on `EspExited` only, so apps settling afterwards never re-opened the gate. `EspAndHelloHost.Start()` now backfills with a lookback sized to the downtime (`previousExit=reboot_kill` → since `LastBootUtc`, clamped to 360 min), and `ReevaluateUserAppsSettledSynthesis()` is chained into `ImeLogTracker.OnAppStateChanged`. No new completion path — the gate conditions are unchanged. Evidence: sits-d Cloud PCs, five `Incomplete` sessions on healthy devices, two of them at `138/138 apps, 0 failed`. Hardened over two review rounds: the remembered edge must be a **live** exit that is **confirmed** post-AccountSetup (a replay carries no evidence of its own position — Shell-Core writes the same `CommercialOOBE_ESPProgress_Page_Exiting` for the intermediate and the final exit, and the registry check reads *now*, not the event's time); the replay hands over the **newest** exit rather than the oldest; the replay is narrowed to the Hello-wizard start (62404) alone — a conservative fact that can only make the agent wait longer. A replayed ESP exit is never re-raised at all: Windows writes the identical description for the intermediate and the final exit, the reducer orders exits by ingest ordinal (fresher than reality for a replay) and `HandleEspExitingV1` passes `espFinalExitInFlight: true` for every arriving exit, so arm C of `ShouldTransitionToAwaitingHello` would open on a historic handoff once the restored state carries AccountSetupEntered + IME user session + desktop. A replayed ESP failure is likewise dropped (it could fail a session that recovered). Skipped records are reported as an `agent_trace`. The window is **measured** from the previous run's last known liveness (snapshot mtime, widened by `LastBootUtc`) instead of a constant — the scheduled task has a BootTrigger only and no restart-on-failure, so a crashed agent returns hours later and five minutes would lose the exit every time. On `first_run` the replay stays off, leaving the happy path untouched.
* **Update**: `rules/analyze-rule-triggers.md` — `on_event:session_stalled` documented as an established interim trigger for the never-terminal stuck session (one emission per session, no throttle needed). `ANALYZE-ESP-005` carries it: both its conditions are monotonic and it has no terminal precondition, and it fires at confidence 95 on the sits-d stalled stream. `ANALYZE-APP-015` deliberately does NOT — it is the worked example of the terminal-precondition trap (lint 1) — and `ANALYZE-ESP-001` does not either, because its `phase_duration` gate on a still-open phase is unverified mid-run. New `ANALYZE-APP-016` ("Required Apps Never Started — ESP Apps Gate Starved") turns the existing `app_install_starved` events into a customer-facing finding and, unlike `ANALYZE-APP-015`, fires even when the session succeeded — session `3b9291aa` was recorded `Succeeded` with 99 required apps that never started installing.
* **New**: `script-publishing.md` — the customer script publishing chain. `.github/scripts/Publish-BootstrapScripts.ps1` becomes the single owner (dev render, version-bump guard, uploads, version oracles, alias verification), called both by the new `publish-scripts.yml` (push to `main` on `scripts/Bootstrap/**` and `scripts/CustomerSetup/**`) and by the `publish_as_stable` branch of `build-agent.yml`. Script publishing no longer waits for an agent release. Blobs are published in a deterministic CRLF/UTF-8-no-BOM form so byte comparisons do not depend on the checkout; the Pester + ASCII gates move into the reusable `bootstrap-script-gates.yml` and block the upload; `AdminConfiguration.LatestBootstrapV2ScriptVersion` now has exactly one writer. The version-bump guard compares a code fingerprint (PowerShell token stream without comments, newlines and line continuations), so only behaviour changes require a `$ScriptVersion` bump — comment and formatting changes publish with a warning.
## 2026-08-18
* **New**: `agent/wdp-scenario-gates.md` — WDP scenario gates (afee7ae0 audit): deterministic ExecutionContext marker as the only gate key (fail-toward-Classic), suppressed Autopilot/ESP-only emissions and hosts (autopilot_profile*/ZTD probe, esp_config unknown null-gate, EspPolicyProviderStallHost, ProvisioningStatusTracker, ModernDeployment noise IDs 100/417/418/1005 + error-backfill skip, starved sweep), and the WDP completion model (High-confidence v2 seed via `enrollmentTypeDeterministic`, desktop-based arm D, 30-min `device_prep_completion` backstop, parked-tripwire WDP branch).
* **Update**: `backend/time-attribution.md` — AttributionVersion 1 → 2: new duration-critical quality flag `PriorEnrollmentResidue` (fires on `historic_ime_replay_detected`; a re-enrollment without wipe pulls the phase anchors ahead of the real ESP page, so the segments are excluded from fleet stats; `registry_app_baseline` successes deliberately not a trigger — by-design normal for WDP). Added the quality-flags section.
* **Update**: `agent/logs-and-persistence.md`, `agent/overview.md`, `agent/gather-rule-debug-log.md` — log files renamed to unified kebab-case: `agent.log` (date rotation dropped; size segments `agent-NNN.log`), `bootstrap-script.log` (was `bootstrap_agent.log`), `bootstrap-msi.log` (was `msi-bootstrap.log`), `crash-*.log`, `gather-rules-debug.log`, `ime-pattern-matches.log`. Old names still appear in archives from pre-rename agents.
* **New**: `agent/registry-app-state-pillar.md` — the registry second pillar for IME app state (audit follow-up): snapshot-and-diff watcher on `HKLM\...\IntuneManagementExtension` (Win32Apps / EspTrackingWin32Apps / StatusServiceReports), `registry_app_state` + `app_state_reconciliation` events, silent startup baseline, WDP reuse notes.
## 2026-08-17
* **Update**: `mcp/tool-telemetry.md` — the `tool_call` stderr line now carries `errorMessage` (capped at 300 chars; thrown message or the leading `toolError` text, absent on success), so error drilldowns name the failure class instead of guessing from args. Same change: `get_rule_stats` omits the per-rule daily `trend` rows by default (they drove 50% of calls over the response cap at platform scope); `includeTrends=true` opts back in, the response carries a `trendsNote` marker when stripped.
## 2026-08-14 (later)
* **Update**: `rules/analyze-rule-triggers.md` — status SPEC → IMPLEMENTED. Shipped: `evaluateOn` on the analyze-rule schema (grammar-validated server-side and in validate_rule), `AnalyzeRunContext`-driven engine runs (Terminal/Interim/Reanalyze) with the RuleResult lifecycle columns (FirstDetectedAt/LastEvaluatedAt/IsInterim/ResolvedAt/NotifiedAt), interim rule filtering + KO/stat suppression, resolve/finalize update-semantics, the NotifiedAt one-send-per-(session,rule) notification dedupe (preserved across the manual reanalyze rebuild), the ingest-side `InterimTriggerRegistry` (5-min TTL, fail-soft) gating `interim_trigger` / `whiteglove_sealed` enqueues, the three MCP authoring lints, web preliminary/resolved rendering, and ANALYZE-ID-004 as the first interim-enabled rule.
## 2026-08-14
* **Creation**: Added `rules/analyze-rule-triggers.md` — SPEC for opt-in `evaluateOn` interim evaluation of analyze rules: `enrollment_end` default preserves today's behavior, `whiteglove_sealed` + `on_event:<type>` close the WhiteGlove notification gap and the never-terminal stuck-session gap; RuleResults update-semantics (FirstDetectedAt/IsInterim/ResolvedAt/NotifiedAt) replace the permanent dedupe freeze; interim runs suppress KO + stats, notifications fire on first detection; three new validate_rule lints (terminal-precondition trap, unknown trigger type, KO-on-interim).
## 2026-08-13 (late evening)
* **Creation**: Added `drift-guards.md` — the fragility-audit follow-up contracts (P5.x + P7): SignalR message-name catalog in `Constants.SignalRMessages`, exported through the shared manifest and typed into the web's `SignalRContext.on/off` union; the `RowKeyCodec` single encoder for inverted-tick RowKeys (persisted widths pinned, incl. UserActivity's legacy D20); `DeletionRowDump.Table` on tombstone rows with `DeletionTombstoneTables.Resolve` replacing the duplicated `Contains('_')` heuristic (legacy fallback retained one retention cycle); the shrink-only `OkAsyncBaselineGuardTests` per-file baseline (44 sites frozen); the Settings per-section PATCH (section field map + diff-based `config/{tenantId}/fields` writes on the TenantAdmin caller tier); and the web's `scopedApi` endpoint-pair builders, single admin-scope hook, `navVisibility` matrix and guard-consistency ratchet.
* **Update**: `versioning.md` — the web portal joins the version contract commit-only: `public/version.json` generated at build time from `GITHUB_SHA`, served with `Cache-Control: no-store`, polled by `deploy-web.yml` until the deployed commit matches before `versions/web.json` is published.
## 2026-08-13 (evening)
* **Creation**: Added `backend/lifecycle-manifests-and-session-scope.md` — the fragility-audit P5/P6 completeness nets: (1) `TableLifecycleBucketTests` classifies every `TableNames` constant into offboarding-wipe / per-session-cascade / kept-by-design (fixed en route: UsageMetrics wiped via the new RowKey-anchored SafeWipe Variant D — the exact-PK wipe matched 0 rows; PlatformStats tenant partition + ScriptNameCache added to the tenant-PK bucket); (2) `SessionIndexFieldManifest` as the declared SessionsIndex column set with bidirectional builder/reader test pinning, Replace-mode full rebuilds, and a fail-soft merge-key guard; (3) `ResolveSessionScopeAsync` as the single session-scope fallback (16 former copies), backed by the new `SessionTenantLookup` point-read table (scan fallback + self-heal, cascade step before the tombstone), plus the `RecomputeTriggerGate` 403 for reanalyze/rescan by read-only roles; (4) server-side dashboard free-text search (`q=`) with page-backfill loop and fingerprint binding, replacing the client's full-history loadAll sweep.
* **Creation**: Added `backend/app-version-regression-radar.md` — app-version duration regression radar: per (tenant, app) the newest version's median measured install duration (nearest-rank; population Succeeded + non-skip + `HasMeasuredDuration` + no AppId collision + non-empty AppVersion) is compared against the previous version (first-seen ordering, never string sort); fires at median lift ≥2× AND ≥300s absolute with ≥10 measured installs on both sides. Episodes live as `appversionregression|{app}|{version}` tracker rows (one bell `app_version_duration_regression` + one `AppVersionDurationRegression` ops event per episode, refresh keeps `FirstNotifiedAt`, re-arm on drain/median-recovery/30d retention). Surfaces: `versionRegressions[]` + per-version `measuredInstalls`/`medianDurationSeconds`/`p95DurationSeconds` in the apps analytics responses, amber banner + duration-by-version chart on the apps detail page. Kill switch `AppVersionRegressionRadarDisabled`.
## 2026-08-13
* **Update**: `backend/session-annotations.md` — the `/annotations` portal overview page now carries the standard tenant switcher (GA/Reader: "All tenants" aggregate + per-tenant drill-down via `GET global/session-annotations`; delegated: managed subset), with a tenant column and tenant-qualified session deep links. The global list endpoint now derives `excludeGlobalAdminLane` from `HasGlobalScope`, so delegated-rescue callers on their managed `?tenantId=` path never receive the platform-internal `globaladmin` lane (endpoint-test-pinned).
## 2026-08-12
* **Update**: `agent/autopilot-ztd-diagnostics.md` — Windows 365 Cloud PC exception documented: on Cloud PCs `ProfileAvailable=0` is expected (provisioned by the Windows 365 service, not Autopilot), so `autopilot_profile_missing` is emitted as Info with a Cloud-PC-specific message and an `isCloudPc` payload marker (`ResolveAutopilotProfileMissingPresentation`); the portal's Autopilot Profile card renders a neutral note instead of the amber warning for Cloud PC sessions (`session.isCloudPc` or the event marker).
## 2026-08-11 (later)
* **Creation**: Added `backend/session-annotations.md` — session annotations: the new `SessionAnnotations` table (PK=tenantId, RK=`{sessionId}_{lane}`, lanes operator/tenantadmin/globaladmin) storing structured verdicts (`root_cause_confirmed | analysis_wrong | different_problem | inconclusive`) + notes with server-stamped authorship and a fired-rule-id snapshot for join-free rule-quality evaluation. Per-lane write matrix re-gated in-function with own-tenant binding (a GA writes only the platform-internal `globaladmin` lane cross-tenant; tenant callers never see that lane). Surfaces: portal `SessionAnnotationsCard` (session detail, after Analysis), MCP `list_session_annotations` (ga) + `annotate_session` (strictGa, always the GA lane) + `annotations` key in `get_session_summary`. Lifecycle: per-session cascade steps 17–19, offboarding wipe, critical-backup member.
## 2026-08-11
* **Update**: `rules/gather-rule-guardrails.md` — hard-block mirroring closed across all pre-flight layers: `rules/guardrails.json` now also mirrors `blockedCommandPatterns` + `maxCommandLength` and carries `C:\Windows\System32\config` in `blockedFilePrefixes`; portal (`guardValidation.ts`) and MCP (`rule-validation.ts`) apply them in agent order (before the unrestricted-mode early-return), so a command the agent hard-blocks no longer shows "Allowed" in unrestricted tenants. `GuardrailsParityTests` pins the JSON mirror to the C# constants. MCP `validate_rule` additionally validates `json`/`xml` targets with file semantics (the schema's `collectorType` enum was missing both) and rejects `activePhases`+`activeFromPhase` set together (backend 400 parity). Author stamping extended to PUT-upserts: tenant and global gather-rule updates stamp the caller's JWT display name before the service call, so an upsert of a non-existing ruleId can no longer store a payload-supplied author (true updates still preserve the original author).
## 2026-08-10
* **Update**: `rules/gather-rule-guardrails.md` — WMI matcher generalized from literal prefix matching to shape parsing: `SELECT <* | property-list> FROM <class>` is allowed when the class is derived from the existing `SELECT * FROM <class>` entries (a projection is a strict subset; motivated by `SELECT BatteryStatus FROM Win32_Battery` + `on_change` battery polling that `SELECT *` defeats via fluctuating charge %). Same algorithm mirrored agent/portal/MCP; guardrails.json unchanged. Portal now also gates enabling on the client-side validation (invalid-target custom rules create disabled, cannot be toggled on, force-disable on invalid edit, "Blocked on devices" badge) — UX only, the agent guard stays the boundary. Gather-rule Author is now stamped from the creator's JWT (display name → UPN) at create and immutable on update.
* **New**: `agent/continue-anyway-observation.md` — Continue-Anyway observation mode (`EnableEspContinueAnywayObservation`, ConfigVersion 37, operator-set): Device-phase ESP terminal failures on Continue-Anyway profiles are defanged into a 60-min observation window (Classic/Unknown, non-pre-prov only); real-user desktop + Hello gate complete the session as Succeeded + `EspSoftFailure`/`CompletionSource` (amber "with issues" badge + detail banner), category recovery resolves clean, expiry un-defangs to the original `esp_terminal_failure`. Registered in the Agent index section. Related backend fix (no doc): the auto-analyze enqueue now carries a 30 s `visibilityTimeout` so rule evaluation no longer races the agent's terminal flush (ANALYZE-ESP-004's `{{appName}}` placeholder).
## 2026-08-07 (later)
* **Update**: `backend/cloudpc-device-validation.md` — third `IsCloudPc` transport rail: the pre-auth distress channel. `DistressReport.IsCloudPc` (CloudPcDetector verdict captured at `DistressReporter` construction) → `DistressReportEntry`/table column → "Devices Not Registered" aggregation (sticky-true per serial, same OR semantics as the Sessions merge) → portal Cloud PC badge + actionable hint ("enable Windows 365 Cloud PC Validation + W365CloudPcValidation add-on"). Motivated by the first W365 field run: the rejected Cloud PC showed up as anonymous "Microsoft Corporation / Virtual Machine" with no clue that the fix is the Cloud PC validator, not Autopilot registration. UNVERIFIED like all distress fields; ≤18 bytes, fits the 1536-byte cap.
## 2026-08-07
* **Update**: `backend/cloudpc-device-validation.md` — the "deliberately out of scope" follow-up landed in the same PR: agent-side `IsCloudPc` flag (`CloudPcDetector`, bootstrap-verified marker AND: Windows365 key + CloudManagedDesktopExtension service key, SKIP-safe) rides two rails — `SessionRegistration` → Sessions/Index (sticky-true) → `SessionSummary` + `isCloudPc` search filter (portal/raw/MCP), and the `EnrollmentFactsObserved` payload → `EnrollmentScenarioObservations.CloudPc` (set-once, both values) with profile reason `cloud_pc_first_connect:no_device_esp_expected` + `cloud_pc_marker` in the audit-trail census. Reason+observation only: no completion arm depends on DeviceSetup, Mode stays AccountSetup/IME-classified, EspConfig keeps configured-FirstSync semantics. Never an auth input.
## 2026-08-06
* **Creation**: Added `backend/cloudpc-device-validation.md` — the CloudPc fallback validator (`ValidatorType.CloudPc = 5`, tenant flag `ValidateCloudPcDevice`): W365 Cloud PCs are structurally never Autopilot-registered, so stage 4 gains a third stage that binds the chain-validated MDM cert's Subject CN (= Intune device id, field-verified on a real Cloud PC) to the tenant's `virtualEndpoint/cloudPCs` inventory — admits exactly the service-provisioned Cloud PCs, no device-type routing, local W365 markers never consulted for auth. New optional Graph add-on `W365CloudPcValidation` → `CloudPC.Read.All` (catalog + grant script now pinned by `GraphFeatureCatalogSyncTests`; Graph 403 = definitive "grant missing", not transient). Bootstrap dev script v2.3-dev.3 exempts guard 4 (uptime) while the Cloud-PC relax is active — the fresh-profile window is the time anchor at first connect, not boot uptime. Follow-up deliberately out of scope: agent-side `IsCloudPc` classification + decision-engine "no Device ESP" expectation.
## 2026-08-05 (later)
* **Update**: `rules/rule-authoring-surface.md` — new section `POST /api/rules/gather/test-pattern`: the logparser pattern tester (agent-exact .NET matching: no IgnoreCase, first-match-per-line, cmtrace vs text mode, verbatim format=text hint), motivated by a field incident where a PHP-verified regex behaved differently under .NET. `CmTraceLogParser` moved Agent → `AutopilotMonitor.Shared.Logging` so agent and backend share the ONE parsing implementation (timestamp caveat: AssumeLocal = server TZ on backend, endpoint reports no timestamps). MCP: new `test_log_pattern` tool, logparser lint in `validate_rule`, guide gains the case-sensitivity/engine-mismatch pitfalls.
## 2026-08-05
* **Creation**: Added `mcp/tool-telemetry.md` — the three MCP tool-telemetry layers (App Insights `McpToolName`, per-user usage table, `MCP_TOOL_LOGGING` stderr lines) and the new quality signals: soft-error capture (`toolError` returns instead of throwing, so backend telemetry counted those calls as successes), `resultChars`/`overCap` vs. the inline-size hint, bounded args summaries, caller scope, `search_zero_hit` on the three search tools (unmet-demand signal), and `tool_call_rejected` for JSON-RPC-level Zod/unknown-tool rejections sniffed at the `/mcp` route (previously invisible everywhere). Bicep default for `toolLoggingEnabled` flipped to `true` (documented desired state; live flag set via `az containerapp update`).
* **Creation**: Added `rules/rule-authoring-surface.md` — the AI-assisted rule-authoring stack: three deterministic MCP resources (`rule_authoring_guide` hand-written, `rule_schemas` + `rule_guardrails` generated into `rule-authoring.generated.ts` by a new combine.js emitter, drift-guarded twice), the MCP-local `validate_rule` (ajv 2020-12 against the single-rule $defs, guardrail pre-flight mirroring GatherRuleGuards matching semantics incl. hard blocks, semantic lint for schema-valid-but-dead rules), and the side-effect-free `POST /api/rules/analyze/dryrun` (TenantAdminOrGlobalReader; `RuleEngine.DryRun.cs` trace twin sharing the production evaluators, all-conditions trace with per-condition evidence + matchingEventCount, parity and side-effect-freedom pinned by RuleEngineDryRunTests). MCP `test_analyze_rule` wraps the endpoint with `{{token}}`-interpolated previews; `author-rule` prompt drives the draft → validate → dry-run loop. Deliberately absent: gather-rule remote execution, rule writes via MCP.
## 2026-08-04
* **Update**: `rules/gather-rule-phase-scoping.md` — new section "Which phase feeds the triggers": `GatherRuleExecutorHost` now drives `phase_change`/`phase_exit`/`on_event` gather triggers (and the phase-scope gates) from the post-reduce `TimelineEventStream` (every emitted event's `(eventType, phase)` published by `EventTimelineEmitter`) instead of the pre-reduce `SignalIngress.SignalPosted` payloads. Trigger: session `32312a32` (RealmJoin tenant rsneuffen.de) — a Phase-Start rule on FinalizingSetup fired at the raw ESP-exit `EspPhaseChanged(FinalizingSetup)` signal, 7 minutes before the engine's RealmJoin-gated `phase_transition(FinalizingSetup)`, reading `HKLM\SOFTWARE\RealmJoin\Custom\BIOS` before the RealmJoin package created it. Phase triggers now fire exactly when the timeline shows the phase; `on_event` additionally sees engine-emitted event types (`enrollment_complete`, `realmjoin_resolved`, …) for the first time in V2, restoring V1 semantics and the documented end-of-enrollment pattern. Other raw-signal hosts (DeviceInfo, keep-awake, PPKG) deliberately unchanged.
## 2026-08-02
* **Creation**: Added `backend/tenant-activation-welcome-mail.md` — triggered by the first production auto-approve (activation at signup+64 s, notification address saved at +69 s → welcome mail silently skipped, since the approval path is the only sender and reads the address once). Fix documented in the doc: the notification-email save path now also triggers the send (`PUT /api/preview/notification-email` → fresh approval check `IsApprovedFreshAsync`, bypassing the 30 s negative cache), and a conditional-insert `welcome-email-sent` marker in `PreviewWhitelist` makes the send once-only across both racing paths (marker consumed strictly after the address check; revoke clears it, offboarding wipes the partition, the GA resend endpoint sends unconditionally and consumes it best-effort).
## 2026-07-29
* **Update**: `agent/gather-rule-debug-log.md` — three trace enrichments: (1) new `phase` stage writing an enrollment-phase transition marker (`phase change: Old -> New`, ruleId `-`) so every rule-level line reads against the current phase; (2) logparser now writes one line per regex match — line number, matched text, capture groups — capped at 10 per file per run (the per-file summary keeps the full count); (3) the invalid-regex `error` line includes the offending pattern string.
* **Update**: `url-registry.md` (+ `web/portal-navigation-prefetch.md` context) — the portal is now a **full static export** (`output: 'export'`, `trailingSlash: true`): the SWA serves plain files, the managed SSR runtime — the portal's last cold-start source ("Backend call failure" > 45 s) — no longer exists. Detail routes moved from path params to query strings (`/sessions?id=`, `/sessions/inspector?id=`, `/diagnosis?id=`, `/apps/detail?name=`, `/admin/backups/detail?id=`, `/admin/customs-archive/detail?tenantId=&rowKey=`) with all 21 link sites going through the new single-definition builders in `lib/routes.ts`; the 9 `[section]` families prerender via `generateStaticParams` server shells (37 pages, `dynamicParams=false`), server `redirect()` index pages became `ClientRedirect` shells. Legacy PATH-shaped deep links (sent Teams/Slack/webhook notifications hold `/sessions/{id}` forever) are preserved permanently: SWA wildcard rewrites serve the family page and the globally mounted `LegacyPathRedirect` rewrites to the canonical query URL (hash + query preserved; mapping pinned by `lib/__tests__/legacyPathRedirect.test.ts`). `middleware.ts` host routing became the client-side `HostRoutingGuard` (prefix list moved to `lib/hostRouting.ts`); the legacy `/go/[code]` route + `bootstrapValidation.ts` are deleted (BootstrapSessions table verified free of pre-cutover active sessions). `staticwebapp.config.json` now carries the 19 docs/marketing redirects (order-sensitive), the legacy rewrites, `404.html` override and ALL security headers incl. the literalized prod CSP — guarded by the new `swaConfig.guard.test.ts`; maintenance mode changed from whole-file swap to a first-routes-entry insert (README rewritten). Backend notification deep links go through the new `Constants.PortalSessionUrl` (query shape, pinned). Deploy: `deploy-web.yml` uploads `out/` with `is_static_export: true`.
* **Creation**: Added `backend/oobe-bootstrap-go-flow.md` (and a `Bootstrap go-URL` section + web-registry update in `url-registry.md`) — the OOBE bootstrap script endpoint moved from the portal's Next.js `/go/[code]` SSR route into the Function App (`GET /api/bootstrap/go/{code}`, `GetBootstrapScriptFunction`), unblocking the portal's static export; the customer URL became **`go.autopilotmonitor.com/{code}`** (Front Door custom domain, `/*` route with origin-path rewrite, caching disabled — the script inlines the bearer token). New `Constants.BootstrapGoBaseUrl` (single producer via `CreateBootstrapSessionFunction`) + web `BOOTSTRAP_GO_URL` (display only); both guard host lists extended. Security invariants ported to C#: `BootstrapScriptValueValidator` (exact-GUID tenantId/token, https + host-allowlist + `/agent/….zip` path, expiry ≤ 14 d) and `OobeBootstrapScriptGenerator` (Replace-token raw-string template, single-quoted PS literals, 200-char error cap before quote-doubling; always-HTTP-200 text/plain contract for `irm | iex`). Endpoint is `PublicAnonymous` in the catalog, `NoStoreCacheMiddleware`-covered, self-rate-limited `bootstrap-script:{ip}` 20/min (rate-limit reply is also a 200 error script). Tests: golden byte-parity against the TS template, validator invariants incl. hostile-URL cases, format-gate table, and the previously missing BootstrapUrl shape pin. Transition: the legacy www route + `middleware.ts` `/go` prefix stay alive for pre-migration URLs (validity ≤ 168 h) and are removed in the static-export PR no earlier than 168 h after the last www URL was issued. Customer docs `network-endpoints.md` gained the `go.` host (device-facing, Bootstrap-Sessions-only).
* **Update**: `agent/autopilot-ztd-diagnostics.md` — presentation layer for the startup error backfill (customer feedback: an unannounced wall of pre-agent Error events with a single identical timestamp read like a live failure). Agent: the backfill scan now buffers the capped record set, emits an Info summary event first (`modern_deployment_log`, `backfillSummary: true` + `replayedCount`/`droppedOverCap`/`lookbackMinutes`), then replays oldest-first so the timeline sequence follows event-log chronology. Web: `EventTimeline.tsx` badges `backfilled: true` events („⟲ Backfilled", tooltip) and renders the original `timeCreated` as the row time with a "(reported …)" suffix plus a `Recorded` metadata line — works retroactively for already-stored events. Severity is deliberately not downgraded.
* **Creation**: Added `agent/gather-rule-debug-log.md` — the new per-tenant setting `EnableGatherRuleDebugLog` (ConfigVersion 35 → 36, portal toggle under Settings → Agent, `EnableImeMatchLog`-style bool→path projection in `RemoteConfigMerger`). When enabled, the agent writes `%ProgramData%\AutopilotMonitor\Logs\gather_rules_debug.log`: one pipe-delimited line per evaluation decision across ten previously silent "produced nothing" exits — disabled rules, `interval` without `intervalSeconds` (never runs), the first-tick-after-one-full-interval window, phase-scope skips incl. `currentPhase=Unknown`, per-(rule, phase) dedup, empty collector results (`emitOnlyIfExists`), `on_change` hash suppression (hash prefix + streak), guard blocks, logparser per-file outcomes (position skips, parse failures with a `format=text` hint when every line fails CMTrace parsing, `maxLines`/wildcard caps), and full exception stacks that the agent log drops. 10 MB cap + one `.old` generation; no hot-reload (per-enrollment lifecycle); flag survives the offline config cache; `--run-gather-rules` always traces and echoes under `--console`; zero-rules delivery leaves a one-line file instead of nothing. Side fix: `GatherRuleExecutorHost` now passes the logger into `InformationalEventPost`, so gather-event emissions appear in the agent DEBUG log.
* **Correction + Update**: `web/portal-navigation-prefetch.md`. The HTTP/1.1 claim in the 2026-07-27 entry below is **wrong** and has been struck from the document: `portal.autopilotmonitor.com` negotiates **h2**, verified by `openssl s_client -alpn h2,http/1.1` and a .NET `HttpClient` returning `HTTP/2.0`. The false reading came from the Windows/Schannel curl build in this environment, which has no HTTP/2 support and therefore always reports `1.1` — do not use it to determine HTTP versions. There is no six-connection cap in play; the queue is server-side in the SWA SSR runtime, which does not change the fix or the evidence, only the mechanism. Added an `Outcome` section with 20 h of post-change telemetry: the Free → Standard plan change (16:02:44 UTC) produced **no measurable latency gain** once stratified by the gap to the previous request (p50 Free → Standard: `<10s` 85 → 95 ms, `5-30min` 429 → 441 ms; tail rates 1.64 %/0.374 % over 2 s/10 s vs 6 and 1 events at n = 258 against 4.2 and 1.0 expected; `browserTimings` Mann-Whitney z = −0.24, p = 0.81). The freezes were removed by `prefetch={false}` (16:34:13 UTC): worst `browserTimings.totalDuration` 225,277 → 4,856 ms. The prefetch storm was also an **accidental keep-alive** — requests under 10 s apart fell from 85 % to 46 %, and on the identical never-cacheable `/sessions/{id}` route the median rose 87 → 211 ms and p90 465 → 1,480 ms, with one 11,441 ms abandoned request (`resultCode 0`) after 517 minutes idle. Synthetic bursts warm the runtime and must not be used to benchmark this (round 1 p50 288 ms vs rounds 4–25 p50 113 ms).
## 2026-07-27
* **Creation**: Added `web/portal-navigation-prefetch.md` (and a `Web Portal` section to the index) — root cause of the minute-long portal freezes. `GlobalSidebar` and `Navbar` render the whole navigation on every page, so the App Router's default viewport prefetch issued one `?_rsc=` request per visible link against `portal.autopilotmonitor.com` (~10,400 in 14 days). *(The original entry attributed the freeze to HTTP/1.1 and a six-connection-per-origin cap — see the 2026-07-28 correction; the queue is server-side.)* When the Static Web Apps managed runtime queued the prefetches (p50 91 ms, p95 896 ms, but max 234 s / 21 samples over 30 s), the navigation the user wanted was stuck behind that queue. Measured on the 2026-07-27 17:25 CEST incident: `/admin/presence?_rsc=` 151 s, three siblings finishing within 340 ms of each other at ~37.5 s, all `200`, while the backend API answered in 1.6–2.2 s and `browserTimings` showed `networkDuration` 16 ms against `processingDuration` 225 s. Every navigation Link now sets `prefetch={false}` — these routes are client components behind `ProtectedRoute` that fetch their own data, so the prefetched RSC payload carried no benefit. The doc also records that browser telemetry lives in a **separate** App Insights resource (`AUTOPILOT_MONITOR_WEB_APPINSIGHTS_ID`) that the MCP `query_backend_logs` tool cannot reach, which is why the freezes left no trace in the backend logs.
* **Creation**: Added `backend/rule-regression-radar.md` — F3 regression radar (analyze rules only; gather rules wait for their per-batch stats dedup fix): per (tenant, rule) daily hit rate from `RuleStats`, firing only when the trailing 7-day window has ≥5 hit sessions and ≥20 evaluated sessions, the rate is ≥2× the prior 28-day baseline AND the Wilson 95 % intervals are disjoint (deterministic `MetricsMath` primitive with hand-computed test vectors). Suppressed for deleted rules, rules younger than baseline+window (`CreatedAt` grace), rules edited inside the window (`UpdatedAt`), empty baselines, and the `RuleRegressionRadarDisabled` app-setting kill switch. Alert episodes live as `ruleregression|{ruleId}` tracker rows (one bell + one `RuleFrequencyRegression` ops event per episode; numbers refreshed while active; re-armed under 1.5× baseline, on fire-stop, or by the 30-day tracker retention). On-fire dimension correlation over osBuild/model/agentVersion/imeVersion with the "correlated, not necessarily causal" wording contract. Surfaces: `regressions[]` in the rule-stats response (MCP inherits), the analyze-rules page's 30-day sparkline and regression badge.
* **Creation**: Added `backend/device-journeys.md` — F2 device history / First-Time-Right: the device key (trim + case-fold serial, junk/placeholder exclusion incl. the agent's `Unknown` WMI sentinel), journey grouping over the terminal set Succeeded/Failed/Incomplete (first success ends a journey, a >30-day gap from the previous attempt's CompletedAt starts one, WhiteGlove's single session row is ONE attempt, open sessions are never attempts), the `DeviceHistories` chain (cap 20, written inline at the terminal seam, healed by the sweep, deleted-session refs pruned tombstone-driven, deliberately not in the per-session deletion manifest) and the additive `DeviceJourneyAggregates` daily rows (window rate = ratio of sums — no rolling row needed, 180-day retention). Surfaces: the session-detail "Attempt N" banner with server-computed attempt numbers (virtual-attempt rule for live sessions), the Fleet Health First-time-right section (≥20-journey gate, attempt histogram, repeat-devices violator list), and the MCP `get_device_history` tool (serial mode / fleet FTR mode).
## 2026-07-25
* **Update**: `agent/secureboot-ca2023-detection.md` — review follow-up on 90012d9 hardened the privilege scope, the repo's only privilege-adjustment code and therefore the precedent for any future one. The process token moved from a raw `IntPtr` to a `SafeHandle` assigned by the P/Invoke marshaler, so the CLR owns it from the moment `OpenProcessToken` returns and the critical finalizer releases it even when `Dispose` never runs — previously an async exception between the successful open and the caller's `using` leaked the handle *with the privilege enabled and no owner left to restore it*. `Dispose` became idempotent and now releases the handle in a `finally`, so a throwing restore cannot strand it; the restore obligation is recorded immediately after the successful `AdjustTokenPrivileges` with nothing throwable in between. The whole enable → read → restore sequence runs under a static gate because the privilege is adjusted on the *process* token: a concurrent reader would see "already enabled", correctly skip its own restore, and then lose the privilege mid-read when the first reader disposed, reporting `privilege_denied` on a machine that holds it.
## 2026-07-24
* **Creation**: Added `backend/server-actions-on-demand-diagnostics.md` — the ServerAction channel (queue on `Sessions.PendingActionsJson`, deliver piggy-backed on the next ingest response, at-least-once with `Type|RuleId|QueuedAt` dedup and sequential dispatch) and the on-demand log collection built on it: the portal's always-visible **Collect Logs** button, the new `EndpointPolicy.TenantAdminOrOperator` tier with the mandatory in-function per-type re-gate (Operators queue only `request_diagnostics`), the member-readable `diagnosticsUploadConfigured` feature flag, the admin quick-config path that must queue `rotate_config` before `request_diagnostics` (works against the deployed fleet — a one-time override would not, the mode gate is agent-side), sequence-based progress matching immune to agent clock skew, and the offboarding cascade's hosted-prefix sweep closing the latest-wins orphan-blob gap.
* **Update**: `agent/esp-policy-provider-stall.md` — the customer's follow-up on issue #106 corrected the field-case mechanics: `TrackingPoliciesCreated=1` WAS set under the foreign `ConfigMgr` provider, so the ESP ignores a foreign provider's completion values and waits on the Intune-registered `Sidecar` provider by name (the rename to `Sidecar` creates no tracking entries yet unblocks instantly). The completeness-keyed detector would have missed exactly this — the incident it was built for. The tripwire is now two-armed under one event type discriminated by `reason`: `provider_incomplete` (unchanged dwell on continuously-incomplete providers) and `sidecar_provider_missing` (≥ 1 Setup/Apps provider registered without `Sidecar`, completeness deliberately ignored, clock reset when Sidecar registers later). Sidecar-missing wins the `reason` when both arms cross in one round; the cross-restart fingerprint gains a `sidecarMissing` sentinel; payload adds `reason` and `sidecarMissingForMinutes`. Evidence for the name-keyed wait: Niehaus' documented Intune WAP payload always registers `Sidecar` (ConfigMgr only via a co-management settings policy) and Microsoft's ESP troubleshooting models app tracking exclusively through the Sidecar subkey.
* **Creation**: Added `agent/esp-policy-provider-stall.md` — a customer diagnosed that pre-provisioned devices with the ConfigMgr client as a blocking app occasionally park the user ESP at "Apps (Identifying)" for days: only a `ConfigMgr` provider is registered under `EnrollmentStatusTracking\Device\Setup\Apps\PolicyProviders` (no `Sidecar` = IME) and `TrackingPoliciesCreated` never becomes 1 — a wait the CSP defines without any timeout; renaming the key to `Sidecar` unblocks immediately. The agent now ships the always-on `esp_policy_provider_stalled` tripwire (60-s tick, 15-min continuous-incompleteness dwell, one-shot per provider, `StartupEventGate` fingerprint across restarts, purely observational via the InformationalEvent rail — no toggle, no ConfigVersion bump), generalized to any provider in both `Setup/Apps` and `DevicePreparation` kinds rather than hardcoding the ConfigMgr case. Companion change: `SOFTWARE\Microsoft\Windows\Autopilot` joins the gather-rule registry allowlist so tenants can target the subtree with custom rules (e.g. `not_exists` on the Sidecar key).
* **Creation**: Added `agent/secureboot-ca2023-detection.md` — ANALYZE-SEC-001 warned on devices whose firmware already carried the 2023 certificate, because the agent only read the `SecureBoot\Servicing\UEFICA2023Status` registry value, which mirrors the Windows Update rollout rather than the firmware (customer report). The agent now reads the UEFI `db`/`KEK` variables natively (`GetFirmwareEnvironmentVariableExW` with `SeSystemEnvironmentPrivilege` enabled on the process token — first privilege-adjustment code in the repo) and emits per-certificate booleans on `secureboot_status`. Suppression rides on a one-sided marker, `uefiCa2023FirmwareConfirmed`, emitted only on positive confirmation: the engine's `not_exists` precondition fails on any present value, so a two-sided boolean could not distinguish "confirmed" from "checked and missing", while the marker's absence keeps old agents and firmware-missing devices on the v2 path. Rule v3.0.0 is therefore safe to seed before the agent release.
* **Update**: `url-registry.md` — the first release after the alias migration surfaced Front Door caching as a correctness hazard: the alias served the previous `version.json` (`X-Cache: TCP_REMOTE_HIT`) after the origin had rotated, and since manifest and ZIP are independent cache entries, a stale manifest with a fresh ZIP fails the bootstrap SHA-256 check. Route caching on `/agent/*` is now disabled and every blob upload stamps `Cache-Control: no-cache` (CI `Send-Blob`, local `build.ps1`, `versions/*.json` manifests) — all agent-container blobs rotate in place, so nothing there is safely cacheable.
* **Update**: `agent/decision-engine.md` — the RealmJoin completion gate has a third terminal, `FirstDeploymentIncomplete`. Session 224b2087 showed why: an interactive logon 17 s after DeploymentPhase 101 makes RealmJoin reclassify the run as a secondary-user deployment, whose branch writes 200/210 and never 110 — the gate stayed closed until the 60-min hard timeout although Hello and desktop were long resolved. `realmjoin_phase_changed` is now a typed `RealmJoinPhaseChanged` signal, so `RealmJoinFacts.LastDeploymentPhase` is persisted across agent restarts (this also fixes every `realmjoin_timeout` event claiming "last phase: 0"); a transition out of 100/101 into 200/210 releases the gate with the `realmjoin_first_deployment_incomplete` Warning, and the `RealmJoinDetected` replay path evaluates the same rule for restarts that swallow the transition. A first observation of 210 deliberately does not release — session 6f1959c0 started at 210 and only deployed afterwards.
* **Creation**: Added `url-registry.md` — all well-known hosts (own subdomains, both blob accounts, API origin, Graph, Entra login) are now defined once per component (`Constants.cs`, web `utils/config.ts`, MCP `src/config.ts`) and referenced everywhere else; three guard tests fail the build on any literal outside the registries. Written because the EU cutover missed two hardcoded copies of the legacy blob host — `LatestVersionsService` (feeds the portal's version badge) and `ValidateBootstrapCodeFunction` — which kept working only through the fail-soft legacy mirror in `build-agent.yml`; those two plus the agent `SelfUpdater` now use the `download.autopilotmonitor.com` alias (verified serving all four artifacts first). The portal's bootstrap allow-list accepts alias AND legacy host during the transition, which imposes a deploy order: web before (or with) backend. The sweep also surfaced a fourth copy of the www/portal host pair in `middleware.ts` (now derived from the registry via `hostRouting.ts`) and a backend short-link built on the bare apex domain, which only worked through a registrar-level 301.
## 2026-07-22
* **Creation**: Added `versioning.md` — agent, backend and MCP now share one version shape (`<major>.<minor>.<build>` + 7-char commit + build timestamp) and one implementation of the build-number reservation (`.github/scripts/Request-BuildNumber.ps1`, previously copy-pasted between `build-agent.yml` and `build.ps1`). The backend had been pinned at a hand-written `1.0.0` since inception and now starts at `1.5.1000`; the MCP server's `package.json` version was bumped by hand and now starts at `1.5.300`, and it reports its own commit on `/health` instead of only the documentation bundle's. Both deploy workflows poll their health endpoint until it reports the build just deployed and publish `versions/<component>.json` only then, so a manifest that disagrees with the live endpoint means the instance drifted rather than the pipeline failing halfway. `agent/build-counter-blob.md` keeps the agent-specific parts and now points at the shared protocol; its counter URL was still the pre-cutover storage account.
* **Creation**: Added `rules/gather-rule-guardrails.md` — the gather-rule allowlists are enforced only on the agent (the backend validates no `collectorType`, `target`, or `parameters`), so a collector that forgets to call its guard *is* the vulnerability. Written because two had: `LogParserCollector` read any path in `rule.Target`, bypassing even the `C:\Users` hard block that every other file collector honours, and `EventLogCollector` read any channel including `Security` — while the customer-facing documentation already promised both were allowlisted. Both now guard, with `logparser` checking the directory for wildcard targets (`Path.GetFullPath` throws on `*`) and re-checking each resolved path. Added an event-log channel allowlist (`eventLogChannels`) plus hard-blocked channels held in C# rather than JSON, so a parse error cannot lift them. Also fixed the command timeout, which was inert: `ReadToEnd()` blocks until the pipe closes, so `WaitForExit(30000)` was only reached after the process had already exited and a hung command pinned its worker forever — now read asynchronously and killed at the timeout.
* **Update**: Added `.github/workflows/ci.yml` — the full suite (backend, agent V2 Core, DecisionCore, SummaryDialog, web, MCP) now runs on every pull request and every push to main, plus a job that fails if the generated guardrail files drift from `rules/guardrails.json`. Previously **no** workflow ran tests on a PR: the deploy workflows build without testing, and `build-agent.yml` tested only `DecisionCore.Tests` on manual dispatch — while `trust/security-faq.md` already told customers that automated tests run in CI. Added CodeQL (C# and TypeScript) and Dependabot (nuget, npm ×2, actions). Marked `OfficeBinaryWatcherTests` `[Collection("SerialThreading")]`: its bounded re-probe races the shared ThreadPool and failed once under full-suite load.
## 2026-07-21
* **Update**: `search_docs` and `search_knowledge` now state in their tool descriptions that queries must be in English. Both corpora and `all-MiniLM-L6-v2` are English-only, and the failure is total rather than gradual — a German question returns zero results, not weak ones. The caller is a language model, so translating the question before the call and answering in the user's language costs nothing; a multilingual embedding model would be the alternative but is much larger and would have to be measured against the eval harness first, since it changes English retrieval too.
* **Update**: Added `scripts/eval-docs-search.ts`, an offline retrieval evaluation harness (2465 queries in three classes: chunk headings as a regression detector, rare identifiers, and hand-written questions as the reality anchor), and used it to close a third `search_docs` gap found during the live test. The keyword fallback only fired when semantic search returned *fewer* than `topK`; a pasted identifier like `WOW6432Node` instead returned three chunks at ~0.29 that did not contain the word while the one chunk that did was never considered. It now also fires on a weak semantic head (<0.35), letting exact matches take the front while keeping one semantic result. The threshold is measured, not guessed: 0.35 fixes 335 queries and breaks 0 (identifier recall 66.2% → 81.1%), while 0.40 fixes more but starts demoting hand-written questions. The measurement also resized the problem — identifier queries were only succeeding 66.2% of the time, so the reported case was one of roughly 750.
* **Update**: Closed the two measured recall gaps in `search_docs` (`mcp/docs-corpus.md`). (1) **Token windows** — 87 of 324 chunks exceeded the model's 256-token context and 13% of all tokens never reached the ranking; a character budget cannot fix this (the corpus ranges 2.43–5.81 chars/token), so long text is now embedded as 250-token windows with 40 overlap and scored by its BEST window (`embeddings: number[][]`, max not mean). Token coverage 87% → 100%; "proxy configuration blocking app downloads" went from absent to 0.559 at rank 1; the ten reference queries kept byte-identical scores. Costs +31% vectors, index 2.63 → 3.12 MB. The rules corpus gained the same treatment (128 rules → 172 vectors). (2) **Keyword fallback** — when the semantic pass returns fewer than `topK`, results are topped up via literal `lexicalMatch` on distinctive query terms, requiring two matching terms for corroboration (one incidental substring match returned a page about LLM providers for a sourdough query). Fuzzy matching was measured and rejected: at a threshold low enough to surface "RealmJoin" it invents 5 hits for "SCEPman", which the corpus never mentions. Also sharpened the tool description with the measured context argument for preferring it over fetching the docs site.
* **Creation**: Added `mcp/docs-corpus.md` (new `mcp/` section) — the MCP server gains `search_docs`, a third semantic corpus built from the published customer documentation repository (`autopilotmonitor-docs`, checked out into the Docker build context by the deploy workflow). Documents the h2/h3 + `<details>` chunking with breadcrumb prefixes, the two deliberate size exceptions (tables never split, unbroken changelog lists split at line level), the CRLF precondition (`.` does not match `\r` in JS — headings silently stop matching, which produced 286 wrong-but-plausible chunks before it was found), the optional `docs` section in `search-index.json` and its validation asymmetry, embedding rounding to 6 decimals, and the cross-repo coupling: a docs edit reaches clients only after an MCP redeploy, made checkable via `DOCS_COMMIT` on `/health`. Container resources raised to 0.5 vCPU / 1.0 GiB for the cold-start query-embedder load.
## 2026-07-20
* **Update**: `rules/gather-rule-phase-scoping.md` — the gather-rule form now shows the phase-scope and emit-mode controls only where they can change behavior (`supportsPhaseScope` / `supportsEmitMode`), nulls hidden-control state out of the payload, and rejects a scope mode selected but left unfilled. Offering all three "when" controls unconditionally allowed combinations that could only suppress a one-shot rule, plus a silent no-op state.
* **Update**: Extended `rules/gather-rule-phase-scoping.md` with the `phase_exit` trigger — the closing bookend to `phase_change`, for one-shot collection when a phase is LEFT (e.g. "state at the end of Account Setup"). Documents the evaluation-before-phase-advance rule (triggerPhase match and scope gate see the phase being left), firing into `Failed`, the disjoint `exit:` dedup key space, and why no ConfigVersion bump is needed (no new field — old agents simply never fire the rule).
* **Update**: Reworked `agent/mdm-reboot-coalescing.md` after the first real enrollment (session b2e890c1): 2800 records are now **aggregated per burst** into ONE neutral Info event (`rebootUris[]`/`uriCount`/`firstRebootUri`; watermark persisted at flush so a pre-emit reboot kill loses nothing); the raw event no longer claims a reboot — ANALYZE-ESP-005 is gated on an actually-observed `system_reboot_detected`. **Removed** the Shell-Core `esp_reboot_coalescing` event entirely: the "RebootCoalescing" token appears in the routine `SubcategoryProcessing_Started` bootstrap marker on every enrollment (false positive by construction). Verified 2800 description shape recorded.
* **Creation**: Added `agent/mdm-reboot-coalescing.md` — the agent now attributes the "unexpected mid-ESP reboot + second sign-in" pattern (PMPC research) to the device-assigned policy URIs that forced it: new `MdmRebootPolicyTracker` (DM-Enterprise EventID 2800, per-URI `mdm_policy_reboot_required` events, cross-restart RecordId watermark), a `RebootCoalescing` branch in `ShellCoreTracker` (`esp_reboot_coalescing`, backfill-emitting by design), and the `ANALYZE-ESP-005` advisory (reassign device → user groups). ConfigVersion 35; event types deliberately distinct from `system_reboot_detected` so RebootCount stays uninflated.
* **Creation**: Added `backend/business-timestamps.md` (new `backend/` section) — the 2026-07-18 migration reset every row's system Timestamp, exposing that AuditLogs/OpsEvents/Events had (unknowingly) displayed and filtered on it all along; documents the `OccurredUtc` column, the RowKey decoders and RowKey-range date/retention clauses in `BusinessTimestamp`, the GUID-guard trap, the audit/ops backfill endpoint, and the "system Timestamp is never authoritative" migration rule.
* **Creation**: Added `rules/gather-rule-phase-scoping.md` (new `rules/` section) — gather rules gain `activePhases` (run only during listed phases), `activeFromPhase` (sticky latch from a phase onwards, never via Failed) and `emitMode: "on_change"` (canonical-hash result dedup with `suppressedPolls` observability), ConfigVersion 34. Includes the prerequisite backend fix: the custom-rule toggle PUT no longer wipes the stored rule definition (partial-merge in `GatherRuleService.UpdateRuleAsync`).
## 2026-07-18
* **Creation**: Added `agent/endpoint-migration.md` — config-channel agent re-home (`MigrateToApiBaseUrl` on `GET agent/config`, ConfigVersion 33): backend or per-tenant API-URL moves without DNS indirection (impossible due to mTLS/Flex-TLS). Live-fetch-only with cache strip, `AgentEndpointMigrationRules` allowlist validated on both sides, one hop, kill-switch wins. Built as the lesson from the 2026-07-18 WEU→GWC cutover, which hard-cut all in-flight agents.
## 2026-07-26
* **Creation**: Added `backend/time-attribution.md` — the F1 enrollment time attribution: exact-partition invariant against the session's authoritative DurationSeconds, two-window WhiteGlove model, segment mapping from phase-declaration events, positive-evidence ESP-blocking join with "up to" what-if bounds, reboot spans from event gaps around `lastBootUtc`, and the SessionTimeBreakdowns / TimeAttributionAggregates tables with their terminal-seam + maintenance-sweep compute paths and read surfaces (web lane, fleet panel, MCP `get_time_attribution`).
## 2026-07-17
* **Creation**: Added `agent/build-counter-blob.md` — agent build numbers now come from a shared public counter blob (`buildcounter-v{N}.txt`, reserve-before-build with ETag-CAS) so local `build.ps1` and CI `build-agent.yml` builds can never mint the same number. Documents the CI parity fixes (SummaryDialog.exe.config in the ZIP, EXE-vs-manifest version check, hash-oracle update gated on stable cutover) and the Sigstore provenance attestation on CI-built ZIPs.
## 2026-07-16
* **Creation**: Added `agent/autopilot-ztd-diagnostics.md` — reference for Windows' own ZTD diagnostic surfaces (ModernDeployment Autopilot event IDs incl. 807/809/815/908, the `Diagnostics\Autopilot` registry key, deployment-service endpoints, known-issue error-code map with KB fixes). Backs the agent's `ZtdEvidence` collector (`ztdVerdict` on `autopilot_profile_missing`) and the backend known-issue rules; sources carry a re-check RSS feed.
## 2026-07-13
* **Removal**: Moved `customer-graph-add-on-permissions.md` out of this contributor bundle into the customer documentation repository (`reference/optional-graph-permissions.md`). It was customer-facing product content and did not belong in the tech-docs bundle; removed the entry from `index.md`.
* **Creation**: Added `agent/hello-wizard-unskip.md` — session 772fe502 fix: the `HelloWizardStarted` decision signal (prevention veto + un-skip cure for the policy-disabled Hello shortcut) and the HelloTracker confirmation second read against flip-flopping WHfB CSP values.
## 2026-07-11
* **Creation**: Added the `agent/` section — three concept documents on the V2 agent: `agent/overview.md` (runtime, collectors, telemetry pipeline), `agent/decision-engine.md` (DecisionCore reducer, signals, A/B/C completion arms, invariants), `agent/logs-and-persistence.md` (persisted artifacts, signal log vs spool, recovery/replay flow) plus `agent/index.md`.
* **Creation**: Converted `docs/` into an OKF v0.1 knowledge bundle — added YAML frontmatter to `architecture.md`, `mcp-oauth-flow.md`, and `customer-graph-add-on-permissions.md`; created `index.md` and this log.
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---
type: Reference
title: MCP OAuth Flow — Who Authenticates Where
description: How the two unrelated identities (AI-product account vs. Entra ID work account) and three parties interact when connecting an AI client to the Autopilot Monitor MCP server.
resource: /src/McpServer/autopilot-monitor-mcp/src/oauth.ts
tags:
- mcp
- oauth
- entra-id
- security
timestamp: 2026-07-11T10:59:31+02:00
---
# MCP OAuth Flow — Who Authenticates Where
**Status:** Reference · **Owner:** MCP Server · **Code:** [`src/McpServer/autopilot-monitor-mcp/src/oauth.ts`](../../src/McpServer/autopilot-monitor-mcp/src/oauth.ts)
## Why this document exists
Connecting an AI client (Claude Desktop, claude.ai, VS Code, ChatGPT) to the
Autopilot Monitor MCP server involves **two unrelated identities** and **three
parties plus Entra ID**. This regularly confuses users during setup, because
the account signed in to the AI product and the account used for Autopilot
Monitor are usually different people-in-one: e.g. **Luke** uses his normal
account `luke` for his Claude subscription, but his admin account `adm.luke`
for Autopilot Monitor.
The two identities never mix:
* **`luke` (AI-product account)** — only authenticates Luke against Claude
itself. Anthropic needs it to associate the OAuth callback with the right
Claude user and connector. The MCP server never sees this identity.
* **`adm.luke` (Entra ID work account)** — the identity *inside* the token.
Every MCP tool call is authorized as `adm.luke`; roles and tenant scope
derive from it. Anthropic never sees this password, only the issued tokens.
## The parties
1. **AI client + its backend** (e.g. Claude Desktop + claude.ai) — the OAuth
*client*. For hosted surfaces the token exchange and token storage happen
in the vendor's backend, not on the user's machine.
2. **MCP server** (Container App) — acts as a stateless **OAuth proxy /
authorization-server façade** in front of Entra ID. It is *not* an IdP:
it registers clients dynamically (RFC 7591, HMAC-signed stateless
`client_id`), enforces the redirect-URI allowlist and PKCE, and exchanges
codes at Entra using its confidential client secret.
3. **Entra ID** — the real identity provider. This is where `adm.luke` lives.
## Full sequence
```
Claude Desktop Browser (user's MCP server Entra ID
+ claude.ai backend DEFAULT browser!) (OAuth proxy)
│ │ │ │
1. │─ POST /mcp ──────────┼───────────────────────▶│ 401 + WWW-Auth │
2. │─ Discovery ──────────┼───────────────────────▶│ RFC 9728/8414 docs │
3. │─ POST /oauth/register┼───────────────────────▶│ client_id (HMAC- │
│ │ │ signed, embeds the │
│ │ │ registered callback) │
│ │ │ │
4. │─ opens browser ─────▶│─ GET /oauth/authorize ▶│─ 302 to Entra ──────▶│
│ │ (PKCE challenge) │ app-reg client_id, │
│ │ │ prompt=select_acct │
│ │ │ │
5. │ │◀── Microsoft sign-in: account picker ────────│
│ │ ➜ user picks adm.luke HERE │
│ │ │ │
6. │ │◀─ 302 /oauth/callback?code=... ──────────────│
│ │─ code ────────────────▶│ verifies HMAC state, │
│ │ │ re-checks allowlist │
│ │◀─ 302 claude.ai/api/mcp/auth_callback?code=..│
│ │ │ │
│◀═ browser hits claude.ai ═════╗ │ │
│ ➜ the browser MUST have an │ │ │
│ active claude.ai session │ │ │
│ as luke — otherwise │ │ │
│ Anthropic cannot map the │ │ │
│ code to a user/connector │ │ │
│ and the connect fails ════╝ │ │
│ │ │ │
7. │─ Anthropic backend: POST /oauth/token ───────▶│─ + client_secret ───▶│
│ (code + PKCE verifier) │◀─ access + refresh ──│
│◀─ tokens (stored server-side at Anthropic, per connector) │
│ │ │ │
8. │─ POST /mcp + Bearer ─┼───────────────────────▶│ validates Entra JWT │
│ │ │ ➜ acts as adm.luke │
```
## Key properties
* **Step 5 vs. step 6 is the double sign-in.** The whole browser leg runs in
the user's *default* browser. That one browser profile needs **both** an
active session at the AI product (`luke` at claude.ai — same account as in
the desktop app) *and* the Entra sign-in as `adm.luke`. `prompt=
select_account` forces the Entra account picker so an existing SSO session
for the wrong account cannot be silently reused.
* **Step 6 is authenticated at the vendor.** `claude.ai/api/mcp/auth_callback`
is an authenticated Anthropic endpoint; the authorization code is bound to
the Claude user via the browser's claude.ai session cookies. No claude.ai
session (or a different browser profile) → the code lands on a login page
and the connect stalls, even though the Entra half succeeded. This is the
single most common setup failure.
* **The MCP server is a pure intermediary.** Its client secret never leaves
the server; the AI client never talks to Entra directly. The redirect
target is checked twice (authorize + callback) against a strict allowlist
of exact vendor callback URIs, and the proxy state that transits the
user-agent is HMAC-signed with a 10-minute lifetime.
* **PKCE is end-to-end.** The AI client generates the verifier; the proxy
forwards the challenge (step 4) and the verifier (step 7) untouched, and
Entra validates the pair. The proxy additionally *requires* S256 PKCE and
rejects downgrades.
* **Tokens are Entra tokens for `adm.luke`** with audience
`api://<client_id>/access_as_user`. For hosted surfaces they are stored in
the vendor's backend per connector (which is why the connector then works
across desktop, web and mobile). Renewal is a silent `refresh_token` grant
through the same `/oauth/token` proxy — no account picker again.
* **Native CLIs skip step 6's hosted callback.** Claude Code, Gemini CLI and
VS Code's loopback flow use RFC 8252 `http://localhost:<port>` /
`http://127.0.0.1:<port>` redirects instead; there the token exchange runs
on the user's machine and no vendor-side session is involved.
## One-line summary
`luke` authenticates the *return path* of the authorization code to the AI
vendor (step 6); `adm.luke` is the identity *inside* the token that the MCP
server authorizes on every tool call (step 8).
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---
type: Concept
title: MCP Docs Corpus — search_docs and the Cross-Repo Build Coupling
description: How the published customer documentation becomes a third semantic search corpus in the MCP server — CRLF-safe heading chunking, build-time embedding, the corpus hash guard, and why editing the docs does not update a running server.
resource: /src/McpServer/autopilot-monitor-mcp/src/docs-corpus.ts
tags:
- mcp
- search
- embeddings
- documentation
- build
timestamp: 2026-07-21T19:30:00+02:00
---
# Purpose
The MCP server answers two different kinds of question, and they need two
different corpora.
* *"Why did this enrollment fail?"* → analysis rules, gather rules, IME log
patterns. That is `search_knowledge`, backed by `knowledge-base.ts`.
* *"How do I deploy the agent?" / "Where is my data stored?"* → the published
customer documentation. That is `search_docs`, backed by `docs-corpus.ts`.
They are deliberately **separate indexes**. Merged into one, they would compete
for the same `topK` and dilute each other: a rules query would surface prose
pages, and a product question would surface rule definitions.
# Schema
## Corpus source
The corpus is the `autopilotmonitor-docs` repository — a public OKF bundle
published at `docs.autopilotmonitor.com`. It is **not** vendored into this repo.
The deploy workflow checks it out into `mcp-docs/` of the Docker build context;
the Dockerfile copies it to `/app/docs` in both the build and the final stage
(byte-identical, or the boot-time corpus hash rejects the precomputed index).
`SUMMARY.md` and `log.md` are skipped as navigation scaffolding. `index.md` is
kept — it is the documentation map and answers "what documentation exists" — but
gets no `url`, because the bundle deliberately keeps it out of `SUMMARY.md` and
GitBook therefore never renders it.
## Chunking
A whole page cannot be one document: `trust/security-faq.md` is 36 KB, while
MiniLM-L6-v2 truncates at ~256 tokens. An un-chunked page would silently embed
only its first paragraph.
Chunks are cut at **h2/h3 headings**, which in this bundle are also the semantic
boundaries — `security-faq.md` carries 37 h3s, one per question.
`<details><summary>Q</summary>` blocks (used by `troubleshooting/faq.md`) are
treated the same way, with the summary as the section title. Each chunk is
prefixed with a `Page Title › Section › Subsection` breadcrumb so a hit lifted
out of the middle of a page is self-describing to both the embedder and the
reader.
Two deliberate exceptions to the ~1500-character budget:
* **Markdown tables are never split.** A table broken across chunks leaves
`| --- |` rows with no header — unreadable in a result and meaningless to
embed. Tables carry real answers here (the role matrix, the settings
reference), so an over-long table is allowed to exceed the budget.
* **Unbroken lists split at line level.** The changelog pages are one bullet
list per release with no blank lines, so paragraph splitting cannot touch
them; left whole, everything past the model's window would be truncated away
and become unsearchable.
Short sections are **kept**, not filtered. A one-line answer ("Is it free?" →
"Yes, the Community plan is free") is often the most valuable hit, and the
breadcrumb supplies the context the short body lacks. Only structural residue
(under 25 alphanumeric characters) is dropped.
## CRLF is a correctness precondition
The docs repo is authored on Windows and ships CRLF. In JavaScript `.` does not
match `\r`, so a pattern like `/^(#{2,3})\s+(.*)$/` matches **nothing** on a CRLF
file: `(.*)` stops before the `\r` and `$` never reaches end-of-string.
This was observed during development, and the failure mode is what makes it
dangerous: no crash, no error — headings and frontmatter simply stop being
recognized and every page silently degrades to unlabelled paragraph splits. The
first working build produced 286 plausible-looking chunks that were almost all
wrong; after normalizing, `security-faq.md` went from 29 blind splits to 46 real
question sections.
`normalizeNewlines()` runs before any parsing. Do not remove it, and do not
"fix" a future parsing bug here by adding `\r?` to one pattern.
## Token windows: why a chunk can hold several vectors
Chunking at heading boundaries keeps sections coherent, but it does not bound the
result by *tokens* — and it cannot. Measured on this corpus the ratio ranges from
**2.43 to 5.81 characters per token**, a factor of 2.4, so no character budget maps
reliably onto the model's 256-token window. A budget safe for the worst case
(~620 characters) would shred prose and tables alike.
Left alone, 87 of 324 chunks exceeded the window and **13% of all tokens never
reached the ranking** — silently, since the tokenizer truncates without complaint.
The effect was concrete: in `built-in-rules.md :: Apps` (734 tokens), the strings
`ANALYZE-APP-013`, `ANALYZE-OFFICE-001`, `ANALYZE-CORR-003` and `Click-to-Run` all
sit past the cutoff, so *"proxy configuration blocking app downloads"* did not
retrieve that section at all.
So the *chunk* stays whole and the *embedding* is split instead:
`VectorSearchProvider.index()` cuts long text into 250-token windows with 40 tokens
of overlap and embeds each. A document therefore carries `embeddings: number[][]`,
and `search()` scores it by its **best** window.
- **Max, not mean.** Averaging window vectors would blur a long section's several
topics into one mediocre direction — the same dilution that makes large context
windows worse than chunking. Max keeps a document findable by any one thing it
discusses.
- **The tokenizer is a build-time dependency only.** `index()` runs during the
Docker build; production boots from precomputed vectors and never loads it. It is
also only the vocabulary, not the ONNX weights (~93 ms).
- Cost: 324 chunks → 424 vectors (+31%), index 2.63 → 3.12 MB, and 424 instead of
324 dot products per query — still microseconds.
- The rules corpus benefits too, unplanned: 128 rules now carry 172 vectors.
Measured effect: token coverage 87% → **100%**, *"Office Click-to-Run install never
finished"* 0.318 → **0.442**, *"proxy configuration blocking app downloads"* absent
→ **0.559 at rank 1**. The ten reference queries kept byte-identical scores — their
chunks are short, hence one window, hence the same vector as before.
## Keyword fallback
Semantic ranking alone leaves a gap: proper nouns embed poorly. `RealmJoin` occurs
in 3 chunks yet scores under the threshold.
Fuzzy matching is the wrong remedy, and the corpus says so. At a threshold low
enough to surface `RealmJoin` (0.28), Fuse also returns 5 hits for `SCEPman` — a
word this corpus contains **zero** times. Literal containment has neither problem.
So when the semantic pass returns fewer than `topK`, `search_docs` tops the list up
via `lexicalMatch`, the substring scan every provider already exposes:
- Query terms are filtered to distinctive ones (≥4 characters, non-stopword, max 6).
- A hit needs **corroboration**: at least two matching terms, unless the query has
only one. Without this rule, "how do I bake sourdough bread" matched a page about
LLM providers, because "bake" is a substring of "baked into the image".
- Hits are **appended, never merged**: they carry no cosine similarity, so semantic
results keep the head of the list and keyword hits fill the tail, flagged
`matchType: "keyword"` with `keywordFallback` in the response.
### Language
The corpus and `all-MiniLM-L6-v2` are both English-only, and the failure is total
rather than gradual: "wo werden meine Daten gespeichert" returns **zero** results,
not weak ones, because the query vector lands nowhere near any English chunk.
The fix is a sentence in the tool description telling the caller to query in English
and answer in the user's language — the caller is a language model, so translating
the question before the call costs nothing. A multilingual embedding model would
handle it natively but is substantially larger and would need to be measured against
`scripts/eval-docs-search.ts` first, since it changes English retrieval too.
`search_knowledge` carries the same note for the same reason.
### When it fires
Two triggers, and the second one exists because the first was not enough:
1. **Fewer than `topK` semantic hits** — the obvious case.
2. **A weak semantic head** (best score below `WEAK_SEMANTIC_SCORE`, 0.35). Topping
up only a short list misses the more common failure: a pasted identifier like
`WOW6432Node` returns three chunks at ~0.29 that do not contain the word, while
the single chunk that does never gets considered. When nothing semantic is
convincing, exact matches take the front — keeping at least one semantic result,
so a weak-but-correct hit is never pushed out entirely.
The threshold was chosen by measurement, not intuition. `scripts/eval-docs-search.ts`
scores strategies over 2465 queries in three classes — every chunk heading
(known-item, a regression detector), rare identifiers (the class this fallback
serves), and hand-written questions (the reality anchor, not derived from the
corpus):
| strategy | known-item | literal | handwritten MRR | fixed | broken |
| --- | --- | --- | --- | --- | --- |
| append-only (previous) | 71.9% | 66.2% | 1.000 | — | — |
| weak < 0.30 | 71.9% | 72.6% | 1.000 | 142 | 0 |
| **weak < 0.35** | **73.7%** | **81.1%** | **1.000** | **335** | **0** |
| weak < 0.40 | 76.3% | 88.2% | 0.944 | 502 | 3 |
| weak < 0.45 | 77.2% | 93.0% | 0.889 | 613 | 5 |
0.35 is strictly dominant: better in every class, worse in none. Higher thresholds
keep repairing more identifier queries but start demoting hand-written questions —
the class that most resembles real use — so the gain is not free past that point.
The measurement also corrected the size of the problem: identifier queries were
succeeding only 66.2% of the time, so `WOW6432Node` was not an outlier but one of
roughly 750 such failures.
## Build-time embedding
Like the rules corpus, docs are embedded once at Docker build time by
`precompute-embeddings.js <rulesDir> <outFile> [docsDir]`, into a third
`PrecomputedSection` (`docs`) of `search-index.json`. The container never embeds
a corpus at boot — only the incoming query.
The `docs` section is **optional** in the file format, which is what makes a
local checkout without the docs repo work: `validatePrecomputedIndex` skips it
when the booting server loaded zero doc chunks. The asymmetry is intentional —
if the server *has* a docs corpus and the file does *not*, that is staleness and
is rejected like any other mismatch.
Embeddings are rounded to 6 decimals on serialize. A float64 component
serializes to ~20 characters of JSON, so 384 dims cost ~7.8 KB per vector;
rounding roughly halves the index file, which is `JSON.parse`d on every
scale-to-zero cold start. The induced L2 norm error (~1e-5 over 384 dims) sits
two orders of magnitude inside `UNIT_NORM_EPSILON`.
## Registration
`search_docs` is registered for **every role**, unlike the platform tools: this
is public documentation carrying no tenant data, and a tenant user asking "how do
I deploy the agent" has as much business here as a Global Admin. It is skipped
entirely when the corpus is empty, so a doc-less build advertises no broken tool.
# Cold start
`minReplicas: 0` means every idle period ends in a cold start someone waits through.
Measured from outside: **24.5 s** to first byte after `ScaledToZero`, against **60 ms**
warm.
Where those seconds go could not be answered from outside the process. Log Analytics
stamps every console line of one ingestion batch with the same time, so the boot
sequence collapses to a single instant however it is queried. The server therefore
times itself — `[boot +Nms]` marks from `process.uptime()`, which includes Node's own
startup and module loading.
Measured in production on a real cold start (31.5 s to first byte that time):
```
+244ms node started (startup + module loading)
+431ms corpora read from disk (+187ms)
+491ms index read, validated, hydrated (+60ms <- for 3.12 MB)
+504ms listening
+677ms query embedder warm (background)
```
**The application accounts for half a second of it.** The other ~31 s — 98% — is
Container Apps activation: KEDA reacting to the request, scheduling a pod, mounting
the 236 MB image, starting the container. The container also boots *faster* than a
development laptop (504 ms against 1273 ms), so nothing here is CPU-starved.
Three conclusions, and two of them overturn assumptions this file previously stated:
- **Index size is irrelevant to startup.** 3.12 MB hydrates in 60 ms. Growing the
corpus is effectively free, and the embedding rounding earns its keep on file size
alone, not on boot time.
- **Raising the container to 0.5 vCPU was not justified by cold start.** The stated
reason was the embedding model load; prebaked, that is 173 ms and runs in the
background, where only the first *search* could ever wait on it. The extra vCPU may
still help concurrent requests, but the cold-start argument does not survive
measurement.
- **The only real lever is `minReplicas: 1`**, which removes activation entirely at
roughly 7× the monthly free consumption grant. Shrinking the image would shave the
mount, but that is a fraction of platform time, not the bulk of it.
# Cross-repo coupling
**Editing the documentation does not update a running MCP server.** The corpus is
baked into the image, so only re-running the *Deploy MCP Server* workflow picks
up doc changes.
That coupling is made checkable rather than memorable: the build passes the docs
checkout SHA as `--build-arg DOCS_COMMIT`, and `/health` reports
`docs: { commit, chunks, sections }`. Comparing that commit against
`git rev-parse HEAD` in `autopilotmonitor-docs` answers "is the deployed
documentation stale?" directly.
Automatic redeploy on a docs push was considered and rejected: it would need a
PAT secret in the docs repo and would turn every typo fix into a container
deployment.
# Examples
Retrieval measured against the real bundle (323 chunks, all-MiniLM-L6-v2):
```
"where is my data stored" → 0.566 troubleshooting/faq.md :: General › Where is my data stored?
"how do I deploy the agent with Intune" → 0.819 troubleshooting/faq.md :: Setup & Agent › How do I deploy the agent?
"which roles exist and what can they do" → 0.500 trust/security-faq.md :: Identity and Access › What roles exist?
"how do I set up Teams notifications" → 0.592 reference/settings.md :: Tenant › Notifications
"what firewall URLs do I need to allow" → 0.374 reference/network-endpoints.md :: (intro)
```
The 0.25 `minScore` default is tuned to that observed band — short keyword
queries on all-MiniLM score low, and a relevant-but-marginal hit lands around
0.34.
# Citations
* `/src/McpServer/autopilot-monitor-mcp/src/docs-corpus.ts` — loader, frontmatter
parser, chunker
* `/src/McpServer/autopilot-monitor-mcp/src/tools/search.ts` — `search_docs`
registration
* `/src/McpServer/autopilot-monitor-mcp/src/precomputed-index.ts` — `docs`
section and its validation asymmetry
* `/src/McpServer/autopilot-monitor-mcp/Dockerfile` — `mcp-docs/` copy,
`DOCS_COMMIT`
* `/.github/workflows/deploy-mcp.yml` — docs checkout and SHA capture
* `/src/McpServer/autopilot-monitor-mcp/scripts/eval-docs-search.ts` — retrieval
evaluation harness; run it before changing anything about ranking
* [MCP OAuth Flow](../mcp-oauth-flow.md) — the other MCP concept document
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---
type: concept
title: MCP Tool Telemetry
description: The three telemetry layers for judging MCP tool quality — backend App Insights via X-MCP-Tool-Name, the per-user usage table, and the MCP_TOOL_LOGGING stderr lines that carry the signals the backend cannot see (soft errors, result size vs. cap, zero-hit searches, Zod rejections).
resource: src/McpServer/autopilot-monitor-mcp/src/telemetry.ts
tags: [mcp, telemetry, observability, tool-quality]
timestamp: 2026-08-05
---
# Schema
Three layers answer "are the MCP tools doing their job, and are tools missing?":
1. **Backend App Insights** — every tool handler runs inside `withToolTelemetry`
(`src/telemetry.ts`), which propagates the tool name via AsyncLocalStorage so
`apiFetch` stamps `X-MCP-Tool-Name` on each backend request.
`RequestTelemetryMiddleware` copies it into the request telemetry as
`McpToolName`: per-tool call volume, latency percentiles and HTTP failure
rates by KQL. Blind spot: tools that never call the backend, and handler-level
soft errors (see layer 3).
2. **Usage table** — `McpQuotaEnforcementMiddleware.TrackUsage` counts per
user/day under the key `toolname:endpoint`; surfaced by the `get_api_usage`
tool. Counts only, every call counts as success.
3. **stderr JSON lines** (`MCP_TOOL_LOGGING=true`, queryable via Container App
Logs) — the layer that carries what the other two structurally cannot:
- `tool_call`: duration, `isError` **including soft errors** (handlers never
throw — `toolError` *returns* `isError: true`, so backend-only telemetry
records those calls as successes), `errorMessage` (capped; the thrown
message or the first lines of the `toolError` text, which name the error
class — HTTP status / timeout / auth / not found; absent on success),
`resultChars` + `overCap` (result
exceeds the tool's `anthropic/maxResultSizeChars` hint → the host truncates
it; a frequently-overCap tool needs tighter defaults or projections), a
size-bounded args summary, and the caller scope (ga/delegated/tenant).
This is the ONLY telemetry for backend-free tools: `search_docs`,
`validate_rule`, `get_resource`, the local ranking of `search_knowledge`.
- `search_zero_hit`: query text (capped) whenever `search_events` /
`search_knowledge` / `search_docs` return zero results — the most direct
"missing docs / missing knowledge / missing tool?" demand signal.
- `tool_call_rejected`: rejections the SDK answers *before* any handler runs
(Zod argument validation, unknown/disabled tool). Two non-obvious facts,
both found by live verification: SDK 1.30 wraps these McpErrors as a
*successful* JSON-RPC response whose result is `{ isError: true, text:
"MCP error <code>: …" }` — a JSON-RPC error envelope never exists for
them — and the Hono bridge (`getRequestListener`) may stream the body as
`res.write` chunks with a bare `res.end()`. The sniffer in the `/mcp`
route therefore wraps both `write` and `end`, reassembles up to 10 KB and
matches both shapes (`attachToolCallRejectionSniffer` in `telemetry.ts`).
Handler soft errors never carry the `MCP error` prefix, so they are not
double-logged. This is the strongest "the schema or description confuses
the model" signal and was previously invisible everywhere.
The env flag defaults to `true` in `infra/mcp-server.bicep` (documented desired
state — the template is not routinely deployed; the live flag is set with
`az containerapp update --set-env-vars MCP_TOOL_LOGGING=true`).
# Examples
Count zero-hit queries to find unmet demand (Log Analytics):
```kusto
ContainerAppConsoleLogs_CL
| where Log_s has '"type":"search_zero_hit"'
| extend d = parse_json(Log_s)
| summarize count() by tostring(d.tool), tostring(d.query)
```
Per-tool soft-error and truncation rates:
```kusto
ContainerAppConsoleLogs_CL
| where Log_s has '"type":"tool_call"'
| extend d = parse_json(Log_s)
| summarize calls = count(), errors = countif(d.isError == true),
overCap = countif(d.overCap == true), p95ms = percentile(tolong(d.durationMs), 95)
by tool = tostring(d.tool)
```
# Citations
- `src/McpServer/autopilot-monitor-mcp/src/telemetry.ts` — wrapper + log emitters
- `src/McpServer/autopilot-monitor-mcp/src/index.ts` — `/mcp` rejection sniffer
- `src/Backend/AutopilotMonitor.Functions/Middleware/RequestTelemetryMiddleware.cs` — `McpToolName` stamping
- `src/Backend/AutopilotMonitor.Functions/Middleware/McpQuotaEnforcementMiddleware.cs` — usage-table counting
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---
type: Concept
title: Analyze Rule Evaluation Triggers (evaluateOn)
description: "Opt-in interim evaluation of analyze rules before a session is terminal — enrollment_end stays the default, whiteglove_sealed and on_event:<type> triggers close the WhiteGlove notification gap and the never-terminal stuck-session gap with one mechanism, backed by update-semantics on RuleResults instead of the permanent dedupe freeze."
resource: backend/rule-engine
tags: [rules, analyze, triggers, notifications, whiteglove]
timestamp: 2026-08-14
---
# Status
**IMPLEMENTED 2026-08-14** (same day the spec was approved). The open product decisions below were confirmed as "no" for v1. Key implementation anchors: `AnalyzeRuleTriggers` (Shared — grammar + matching helpers, shared by engine, ingest registry and CRUD validation), `AnalyzeRunContext` / `AnalysisOutcome.ResolvedResults` (RuleEngine), `InterimTriggerRegistry` (5-min-TTL per-tenant cache for the ingest hot path, fail-soft), `AnalyzeOnEnrollmentEndHandler` interim branch, `EvaluateOnJson` + five RuleResult lifecycle columns in `TableStorageService.Rules`. ANALYZE-ID-004 ships as the first interim-enabled rule (`on_event:hybrid_login_pending`, repetition-gated at threshold 75).
# Problem
Analyze rules run at exactly three points today, all of them terminal or near-terminal:
1. `enrollment_complete` / `enrollment_failed` observed at ingest (`EventIngestProcessor.cs`, classification → analyze envelope).
2. The maintenance sweep terminalizing a silent session (Failed / Incomplete + synthetic `session_timeout`, `MaintenanceService.cs`).
3. The vulnerability-correlation rerun (`vulnerability_correlated` reason — incremental, no stats).
Two incident classes fall through this model:
- **WhiteGlove gap (sits-d, 2026-08-11):** `whiteglove_complete` seals a session to Pending but enqueues no analyze run. A rule that should alert at the end of pre-provisioning (technician still at the bench) never fires, and when Part 2 eventually terminalizes days later, the permanent per-(session, rule) dedupe means a finding that sneaked in earlier (e.g. via the vuln-rerun backdoor) is frozen and never notifies.
- **Never-terminal stuck sessions (esa-logistics, 2026-08-13/14):** a session looping in Account Setup (user signs in daily, hybrid affinity never establishes) resets the 5h inactivity clock on every logon. It is never terminalized, therefore never analyzed — the exact sessions where a diagnosis would help most (ANALYZE-ID-004, ANALYZE-APP-015) produce no finding while the customer watches the device loop.
Both gaps share one root cause: *evaluation time is hard-wired to session end*. Gather rules already solved the analogous problem on-device with declarative triggers (`startup` / `phase_change` / `phase_exit` / `interval` / `on_event`); analyze rules need the server-side equivalent.
# Design Overview
Add an optional `evaluateOn` array to the analyze-rule schema. Absent field ⇒ `["enrollment_end"]` ⇒ **today's behavior, bit-for-bit, for every existing rule**.
```
"evaluateOn": ["enrollment_end", "on_event:hybrid_login_pending"]
```
Trigger grammar (v1):
| Trigger | Fires when | Notes |
|---|---|---|
| `enrollment_end` | terminal analyze run (complete / failed / sweep-terminalized) | default; also the **finalization pass** for interim results (below) |
| `whiteglove_sealed` | ingest classifies the first genuine `whiteglove_complete` (session → Pending, `isPreProvisioned`) | duplicate seals do not re-trigger |
| `on_event:<eventType>` | an ingest batch contains ≥1 event of `<eventType>` | `<eventType>` validated against the event-types catalog; phase boundaries are covered by `on_event:phase_transition` / `on_event:esp_phase_changed` — no separate phase grammar needed, since every run evaluates the full stream anyway |
Explicitly **not** in v1: interval/timer triggers (no cheap host for them; the sweep remains the only clock), and `on_event` filters on data fields (the rule's own conditions do that — the trigger only decides *when* to look).
# Pipeline Changes
## Ingest (producer side)
- `EventIngestProcessor` already classifies each stored batch. After classification, intersect the batch's event types with the tenant's **trigger registry** (the set of `on_event` types across the tenant's active rules — derivable from `AnalyzeRuleService`'s merged rule load, cached alongside it). Non-empty intersection ⇒ enqueue one envelope `Reason=interim_trigger`, carrying the matched trigger event types. Reuse the existing 30s visibility delay (terminal-flush ordering argument in `AzureQueueAnalyzeOnEnrollmentEndProducer` applies to interim batches too).
- The `whiteglove_complete` seal path (`EventIngestProcessor.Classification.cs`) enqueues `Reason=whiteglove_sealed` — only on the first seal, only for `isPreProvisioned`.
- Terminal enqueue (`CompletionEvent` / `FailureEvent`) is unchanged.
## Handler / engine (consumer side)
`AnalyzeOnEnrollmentEndHandler` branches by reason today (primary vs. `vulnerability_correlated`); interim reasons become a third branch. The engine call gets a run context instead of the bare `reanalyze` flag:
| Aspect | Terminal run (`enrollment_end`) | Interim run (`whiteglove_sealed`, `interim_trigger`) |
|---|---|---|
| Rule set | ALL active rules (interim-triggered ones get their finalization pass here) | only rules whose `evaluateOn` matches the reason / one of the batch's trigger types |
| KO (`MarkSessionAsFailed`) | applies (unchanged) | **suppressed** — a Pending/InProgress session must never be flipped Failed by an interim pass (`TryMarkSessionFailedFromRuleAsync` is skipped; the terminal run re-fires the rule and applies KO then) |
| Platform stat `IssuesDetected` | counted | skipped (like vuln rerun) |
| Per-rule fire stats | counted | skipped (like vuln rerun) — keeps the terminal-only stats convention and the Rule Regression Radar baselines clean |
| Channel notifications | new findings notify (unchanged) | new findings notify — **this is the point** of both gaps |
| SignalR results-available | yes | yes (live update of an open session page) |
## Result lifecycle: update semantics replace the dedupe freeze
Today the engine skips any rule that already has a stored `RuleResult` row for the session (`RuleEngine.AnalyzeSessionAsync`, existing-results lookup) — findings are frozen at first write, which is precisely the WG-gap failure mode ("dedupe permanent").
New model — `RuleResult` gains four fields (`FirstDetectedAt`, `LastEvaluatedAt`, `IsInterim`, `ResolvedAt`, plus `NotifiedAt` for the notification marker):
- **Interim run:** rules in scope are (re-)evaluated even when a row exists. Fired ⇒ upsert (evidence/confidence refreshed, `FirstDetectedAt` preserved, `IsInterim=true`). Not fired + existing interim row ⇒ `ResolvedAt` set (kept for audit; excluded from issue counts and default UI).
- **Terminal run:** every rule that has an interim row is re-evaluated regardless of dedupe (finalization). Fired ⇒ row finalized (`IsInterim=false`, evidence refreshed — fixes the stale-template-field freeze, e.g. the ESP-004 `{{appName}}` case). Not fired (typically a `not_exists` precondition on `enrollment_complete` now failing because the session healed) ⇒ `ResolvedAt` set. Rules without interim rows keep today's skip-if-exists dedupe.
- **Notification dedupe** moves off "row exists" onto `NotifiedAt` on the row: notify once per (session, rule) at first fire — interim or terminal, whichever comes first; refreshes and finalization do not re-notify. The manual `reanalyze=true` path must **preserve** `NotifiedAt` across its rebuild (today it deletes rows; delete-and-recreate would silently re-arm notifications) and keeps its designed never-notify behavior.
- Legacy rows (null new fields) read as final/terminal — no migration.
# Authoring Guardrails (validate_rule lints)
Interim evaluation changes what a rule's conditions mean mid-flight. Three new lints in the MCP `validate_rule` pre-flight (and the baked authoring guide):
1. **Terminal-precondition trap (warning):** `evaluateOn` contains an interim trigger AND a precondition is `not_exists` on `enrollment_complete` / `enrollment_failed` / `session_timeout`. Mid-run these pass trivially — the rule needs conditions that are *monotonic* (once true on the growing event stream, stays true) or repetition-gated. Worked example: ANALYZE-APP-015 must NOT get an interim trigger as-is — even successful sessions transiently show its "completion signal deferred" + `pending>=1` pattern (the terminal precondition is its only gate). ANALYZE-ID-004 is interim-safe by construction (threshold 65 requires repeated `hybrid_login_pending`).
2. **Unknown trigger event type (error):** `on_event:<type>` not in the event-types catalog.
3. **KO-on-interim (warning):** `markSessionAsFailedDefault: true` on a rule whose only triggers are interim — the KO would never apply until terminal; say so.
# Cost & Safety
- Interim runs are bounded by trigger frequency, and the chosen v1 triggers are rare by construction (`hybrid_login_pending` ≤1 per boot, `whiteglove_sealed` once per session). High-frequency telemetry event types (performance_snapshot, agent_metrics_snapshot, download_progress, network churn, log_entry, agent_trace, stall_probe_check) are **hard-blocked** as `on_event` triggers, not merely advised against: the CRUD write is rejected (`AnalyzeRuleTriggers.BlockedOnEventTypes`, code-only enforcement), the runtime matcher drops them from any row that slipped in (defense in depth — the trigger registry and the engine both go through `OnEventTypes`), and the MCP lint reports them as an error. The JSON mirror lives in `rules/guardrails.json` (`blockedInterimTriggerEventTypes`) with a parity test pinning it to the C# set — the same pattern the gather hard blocks use. If a legitimate rare-but-bursty type ever hurts, a per-(session, reason) throttle marker is the v2 lever.
- Each run loads the full event stream once (existing engine behavior, no change); rule filtering makes interim passes strictly cheaper than terminal ones.
- Queue semantics (retry via visibility timeout, poison after MaxDequeueCount, idempotent partial-success re-runs) are inherited unchanged; upserts keep idempotency.
# Surfaces
- **Web session page:** interim findings render live (existing SignalR results-available notification) with a "preliminary" badge on `IsInterim`; `ResolvedAt` rows hidden by default behind a toggle.
- **MCP:** `get_session(includeAnalysis)` / `get_session_summary` expose `isInterim` / `resolvedAt`; `list_session_annotations`' fired-rule snapshot semantics unchanged (labels bind to whatever was fired at annotation time).
- **Success-rate / platform stats:** terminal-only convention untouched (interim runs record no stats).
# Application to the Motivating Cases
- WG battery rule (sits-d): shipped 2026-08-21 as ANALYZE-DEV-009 (battery below 15% while on battery) and ANALYZE-DEV-010 (AC→battery switch), both `evaluateOn: ["enrollment_end", "whiteglove_sealed", "on_event:power_state_change"]` on the live power watcher's `power_state_change` events (see `../agent/power-state-watcher.md`) — technician gets the channel alert at the bench; the terminal pass finalizes the finding. Both are deliberately single-required-condition rules: `event_data` conditions scan events independently (no same-instance join), so DEV-009 matches the agent-stamped `thresholdPercent` and DEV-010 matches `transition`.
- Hybrid-affinity stuck (esa): ANALYZE-ID-004 gets `evaluateOn: ["enrollment_end", "on_event:hybrid_login_pending"]` — the second overdue-login event (threshold 65) produces a live finding on the still-InProgress session. ANALYZE-APP-015 stays `enrollment_end`-only until its conditions are hardened (lint 1).
- Stuck after a forced mid-ESP reboot (sits-d Cloud PCs, 2026-08-19): `on_event:session_stalled` is the established trigger for the never-terminal stuck session. The agent emits `session_stalled` exactly once per session (60-minute stall probe), so the trigger is rare by construction and needs no throttle. Five Cloud PCs sat at `InProgress` with **zero findings** for hours — a mid-ESP reboot had killed the agent in `Stage=EspAccountSetup` — before the max-lifetime watchdog eventually terminalised them as `Incomplete`. ANALYZE-ESP-005 carries the trigger and fires on that stream at confidence 95 (verified against session `8110e262`): both its conditions (`mdm_policy_reboot_required.firstRebootUri` exists, `system_reboot_detected` count ≥ 1) are **monotonic** and it has no terminal preconditions, so lint 1 does not apply. ANALYZE-APP-016 is interim-safe for the same reason (`app_install_starved` count ≥ 1 only ever grows).
Two rules were considered and deliberately **not** given the trigger: ANALYZE-APP-015 is the worked example of lint 1 above and stays `enrollment_end`-only; ANALYZE-ESP-001 gates on `phase_duration` of a phase that is still open mid-run, and that evaluation is not pinned by a test — an unverified trigger is not worth a possible false positive on every slow DeviceSetup.
# Product Decisions (settled 2026-08-14)
1. Notify-on-resolve (a "finding healed" message)? **No** (v1) — resolution is visible in UI/MCP.
2. Re-notify on severity/confidence escalation of an existing finding? **No** (v1) — one notification per finding.
3. `whiteglove_sealed` runs allowing KO rules to flip Pending → Failed? **No** — the Pending state is the WhiteGlove contract; suppression is unconditional for interim.
# Citations
- `src/Backend/AutopilotMonitor.Functions/Services/EventIngestProcessor.cs` — terminal-only enqueue (classification → analyze envelope).
- `src/Backend/AutopilotMonitor.Functions/Services/Analyze/AnalyzeOnEnrollmentEndHandler.cs` — reason branching, notify path, stats side-effects.
- `src/Backend/AutopilotMonitor.Functions/Services/Analyze/AzureQueueAnalyzeOnEnrollmentEndProducer.cs` — 30s visibility delay rationale.
- `src/Backend/AutopilotMonitor.Functions/Services/RuleEngine.cs` — existing-results dedupe, `TryMarkSessionFailedFromRuleAsync` KO path.
- `src/Backend/AutopilotMonitor.Functions/Services/MaintenanceService.cs` — sweep terminalization + analyze enqueue; inactivity-clock reset explains the never-terminal gap.
- `rules/gather-rule-phase-scoping.md` (this bundle) — the on-device trigger precedent this design mirrors.
- `rules/rule-authoring-surface.md` (this bundle) — where the new lints land (validate_rule + baked guide).
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---
type: Concept
title: Gather Rule Guardrails
description: >-
How gather-rule collectors are fenced in — the allowlists in rules/guardrails.json,
the hard blocks that survive unrestricted mode, and why every collector must call a
guard rather than trusting rule.Target.
resource: src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather
tags: [gather-rules, security, guardrails, agent]
timestamp: 2026-08-11
---
# Concept
A gather rule is authored by a **tenant administrator** through `POST /api/rules/gather` and executed by the agent as **SYSTEM** on an enrolling device. The backend does not validate `collectorType`, `target`, or `parameters` at all — it only enforces scope/emit-mode fields, a 1 MB body cap, that the rule lands in the caller's own tenant partition, and that `Author` is stamped from the caller's JWT (create and PUT-upsert; true updates preserve the original author). Everything that decides *what a rule may reach* is therefore enforced **on the agent**, in `GatherRuleGuards`.
This is the security boundary. The portal's `ValidationIndicator` is a convenience — the API stays reachable directly and the backend stays validation-free — but since 2026-08 the portal additionally **gates enabling** on the same client-side validation: a custom rule whose target fails validation cannot be toggled on, is created `enabled=false`, and an edit that makes the target invalid force-disables the rule (`targetBlocked` in `app/gather-rules/types.ts`). An enabled rule with an invalid target shows a "Blocked on devices" badge. All of this is UX, not security — the agent guard remains the enforcement point.
# Schema
Allowlists come from `rules/guardrails.json`, embedded into the agent assembly as
`AutopilotMonitor.Agent.V2.Core.Resources.guardrails.json` (see the `EmbeddedResource`
item in `AutopilotMonitor.Agent.V2.Core.csproj`) and regenerated into the portal's
`utils/guardrails.generated.ts` by `node rules/scripts/combine.js`.
| Guard | Source list | Match rule |
| --- | --- | --- |
| `IsRegistryPathAllowed` | `registryPrefixes` | prefix, boundary `\` or end |
| `IsFilePathAllowed` | `filePrefixes` | `Path.GetFullPath` first, then prefix + boundary |
| `IsWmiQueryAllowed` | `wmiQueryPrefixes` | `SELECT <* \| property-list> FROM <class>`; class = case-insensitive equality against classes derived from the `SELECT * FROM <class>` entries, boundary whitespace or end (trailing `WHERE` allowed). Non-canonical entries (none today) fall back to literal prefix + boundary |
| `IsCommandAllowed` | `allowedCommands` | **exact** match, trimmed — never prefix |
| `IsEventLogChannelAllowed` | `eventLogChannels` | prefix, boundary `/` or end |
`DiagnosticsPathGuards.IsDiagnosticsPathAllowed` (allowlist `diagnosticsPathPrefixes`, a C#
literal mirrored in the JSON) applies the same hard blocks and the same user-profile
exception to **admin-configured diagnostics paths** only. The diagnostics package's built-in
sections are reviewed code and never pass through it — see
[Diagnostics Package](../agent/diagnostics-package.md).
**Hard blocks live in code, not in the JSON**, so a parse error cannot lift them — on a
parse failure the allowlists fall back to empty and everything is blocked (fail-closed),
but the hard blocks must hold regardless of configuration:
* `BlockedUsersPrefix` (`C:\Users`) and `AdditionalHardBlockedPathPrefixes`
(`C:\Windows\System32\config`) — exception only for `%LOGGED_ON_USER_PROFILE%`
under `AppData\Local` / `AppData\Roaming`.
* `HardBlockedCommandPatterns` — download, user/group creation, boot config,
persistence, destructive operations; plus `MaxCommandLength`.
* `HardBlockedEventLogChannels` — `Security` (audit trail of user behaviour) and the
PowerShell channels (script-block logging routinely contains secrets in clear text).
`rules/guardrails.json` mirrors the blocked lists (`blockedFilePrefixes`,
`blockedEventLogChannels`, `blockedCommandPatterns`, `maxCommandLength`) **for display
and pre-flight only**. Enforcement is the C# constant; `GuardrailsParityTests` (agent
test project) pins the JSON mirror to the constants so neither side can drift. The
portal (`utils/guardValidation.ts`) and the MCP validator (`rule-validation.ts`) apply
the mirrored hard blocks in the same order as the agent — before the unrestricted-mode
early-return — so a rule the agent would refuse is never shown as "Allowed".
# Examples
Every collector must call its guard and return `context.EmitSecurityWarning(...)` on
refusal — that emits the `security_warning` event that makes a block visible in the
timeline instead of failing silently.
```csharp
// FileCollector / JsonCollector / XmlCollector
if (!GatherRuleGuards.IsFilePathAllowed(filePath, context.UnrestrictedMode, userProfilePath))
return context.EmitSecurityWarning(rule, "file", filePath);
```
Two collectors were added to this contract on 2026-07-22 after shipping without it:
* **`LogParserCollector`** read any path in `rule.Target`, bypassing even the `C:\Users`
hard block. It cannot guard `rule.Target` directly — a wildcard filename makes
`Path.GetFullPath` throw — so it guards **the directory** when the filename contains
`*`/`?`, and re-guards **each resolved path** after wildcard expansion (a junction can
surface a file the directory check did not cover).
* **`EventLogCollector`** read any channel, including `Security`.
`ImeLogPathOverride` comes only from the local `--ime-log-path` CLI flag, never from
remote config. The operator using it is already a local admin, so it relaxes the
allowlist exactly the way unrestricted mode does — hard blocks still apply.
**WMI property projections (2026-08):** `SELECT BatteryStatus FROM Win32_Battery` is
allowed because `SELECT * FROM Win32_Battery` is — a projection exposes a strict subset
of the allowed class. The matcher parses the query shape instead of literal-prefix
matching; the allowed-class set is derived at load time from the existing
`wmiQueryPrefixes` entries, so `rules/guardrails.json` needs no new key. The same
algorithm is mirrored in the portal (`utils/guardValidation.ts`) and the MCP server
(`rule-validation.ts`); agents older than the change still block projections with a
`security_warning` until they self-update.
# Citations
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleGuards.cs`
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleContext.cs` — `EmitSecurityWarning`
* `src/Agent/AutopilotMonitor.Agent.V2.Core.Tests/Monitoring/Gather/GatherRuleCollectorGuardTests.cs`
* `src/Backend/AutopilotMonitor.Functions/Functions/Rules/GatherRulesFunction.cs` — what the backend does *not* validate
* `rules/guardrails.json`, `rules/scripts/combine.js`
* Customer-facing counterpart: `autopilotmonitor-docs/rules/gather-rules.md` (§ Security guardrails)
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---
type: Concept
title: Gather Rule Phase Scoping, One-Shot Triggers & Emit-on-Change
description: How gather rules are restricted to enrollment phases (activePhases / activeFromPhase), collect once at a phase boundary (phase_change / phase_exit), and how emitMode "on_change" suppresses repeated identical results.
resource: /src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleExecutor.cs
tags:
- agent
- backend
- gather-rules
- config
timestamp: 2026-08-04T00:00:00+02:00
---
# Problem
Interval gather rules (e.g. a registry poll every 60 s) ran during **all** enrollment phases
and emitted an event on **every** tick — including `exists=false` events while the target key
did not exist yet. A rule needed only from Account Setup onwards produced hundreds of
identical noise events per session and wasted collector runs.
# Schema
Three opt-in fields on `GatherRule` (Shared model, `rules/schema/gather-rule.schema.json`,
delivered to the agent via `GET agent/config`; ConfigVersion 34). Absent fields = legacy
behavior — full back-compat.
| Field | Type | Semantics |
|---|---|---|
| `activePhases` | `string[]` \| null | Rule runs only while the current phase is in the list. Null/empty = unrestricted. |
| `activeFromPhase` | `string` \| null | Sticky latch: activates when the phase first reaches the threshold, then stays active for the rest of the session — including through `Failed`. Null = unrestricted. |
| `emitMode` | `"always"` \| `"on_change"` \| null | `on_change`: poll on the trigger cadence, emit only when the collected result changes. Null/`always` = emit every collection (legacy). |
Canonical phase tokens are the `EnrollmentPhase` enum **names** `Start`(0) …`Complete`(7).
Backend validation (`GatherRulesFunction.ValidateScopeAndEmitMode`) rejects `Unknown`/`Failed`,
numeric tokens, unknown emit modes, and both scope fields set at once (400). The agent
defensively prefers `activePhases` if both arrive anyway.
# One-shot collection at phase boundaries
Scoping answers "while *may* this rule run". The trigger answers "when does it fire". For
one-shot collection the two phase triggers are the bookends of a phase:
| Trigger | Fires |
|---|---|
| `phase_change` | Once when `triggerPhase` is **entered** (dedup key `{ruleId}\|{phase}`). |
| `phase_exit` | Once when `triggerPhase` is **left** (dedup key `exit:{ruleId}\|{phase}`). |
Empty `triggerPhase` means every transition. Both keys live in the same
`_phaseRulesExecuted` set; the `exit:` prefix keeps the two key spaces disjoint, so an
enter-rule and an exit-rule on the same phase never cannibalise each other's slot.
`phase_exit` semantics that are easy to get wrong:
* It is evaluated **before** `_currentPhase` advances, so both the `triggerPhase` match and
the phase-scope gate see the phase being **left**. A rule scoped to `DeviceSetup` therefore
still fires on its own exit, even though the phase being entered is outside that scope.
* A transition into `Failed` **does** fire the exit rules of the failing phase — capturing
state at the failure boundary is the point.
* Exit of `Unknown` never fires (nothing was entered yet), and a repeated identical phase
signal is not a transition.
* An exit rule on `Complete` only fires if something transitions *away* from Complete. For
"at the end of enrollment", use `phase_change` on `Complete` or `on_event` with
`enrollment_complete`.
* Old agents do not know the trigger value and simply never fire the rule (silent no-op) —
which is why `phase_exit` needs no ConfigVersion bump: no new field is transported.
# Which "phase" feeds the triggers — the emitted timeline, not raw signals
The phase the executor sees is fed by `GatherRuleExecutorHost` from the **post-reduce
`TimelineEventStream`**: `EventTimelineEmitter` publishes every emitted event's
`(eventType, phase)` after the decision engine reduced the originating signal. Phase triggers
therefore fire exactly when the UI timeline shows the phase — by construction.
This replaced the original V2 wiring (`SignalIngress.SignalPosted`), which fires at enqueue
time with the **raw** collector payload. The raw phase can run minutes ahead of the
engine-declared one: in session `32312a32` (RealmJoin tenant) the Shell-Core ESP-exit
synthesized `EspPhaseChanged(FinalizingSetup)` at 12:18, while the engine — holding the
transition behind the RealmJoin completion gate until the first deployment resolved — declared
`phase_transition(FinalizingSetup)` at 12:25. A `phase_change` rule on `FinalizingSetup`
reading `HKLM\SOFTWARE\RealmJoin\Custom\BIOS` fired 7 minutes early and read the key before
the RealmJoin package wrote it (`exists=false`).
Consequences of the emitted-event feed:
* `phase_change` / `phase_exit` / phase **scope** gates all follow the engine-reduced phase
(single feed, consistent with the portal's "collects once when the enrollment reaches …").
* `on_event` now sees **every emitted event type**, including engine-emitted ones
(`enrollment_complete`, `phase_transition`, `realmjoin_resolved`, …) that never existed on
the raw signal stream — the documented "On Event with `enrollment_complete`" end-of-enrollment
pattern only works because of this. This restores V1 semantics (V1 fired triggers from every
emitted `EnrollmentEvent`).
* Other hosts (`DeviceInfoHost`, `UserEspKeepAwakeHost`, `ProvisioningPackageHost`) still key
off the raw signal stream deliberately — their collections are about OS state at the raw
boundary (ESP exit, keep-awake), not about timeline agreement.
# Scope semantics (agent, `GatherRuleExecutor`)
* Scope applies to **all trigger types**:
* `interval` — timers keep running; an out-of-scope tick is a free early-return (no
start/stop lifecycle races on phase transitions).
* `startup` — a scoped startup rule not yet in scope at `UpdateRules` is **deferred**: it
runs exactly once from `OnPhaseChanged` when its scope activates (same
`_startupRulesExecuted` dedup; it is not part of the `WaitForStartupRules` latch).
* `phase_change` — evaluated against the **new** phase; the scope gate runs before the
per-(rule, phase) dedup so an out-of-scope pass does not consume the execution slot.
* `on_event` — gated by the current phase.
* **Before the first phase signal** of a session (`_currentPhase == Unknown`) scoped rules are
inactive. Sessions that never produce phase signals never run them (documented behavior).
* **From-phase latch**: activates when `phase != Unknown && phase != Failed && (int)phase >=
(int)fromPhase`. `Failed=99` would ordinal-satisfy every threshold, hence the explicit
exclusion — but once latched, a rule stays active through `Failed`. A config refresh that
delivers a from-phase rule after its threshold passed latches it immediately.
* `--run-gather-rules` (diagnostic CLI) sets `IgnorePhaseScope = true` — no phase context
exists there, scoped rules execute unconditionally (log line marks the bypass).
# Emit-on-change semantics
* The collector result dict is canonically hashed (keys ordinal-sorted at every nesting
level, invariant value formatting, SHA-256) **before** `ruleId`/`ruleTitle` injection.
* First in-scope non-empty result always emits — on an absent registry key that first
`exists=false` event *is* the visible "we're polling now" indicator.
* Unchanged results increment a per-rule suppression counter; the next emitted event carries
`suppressedPolls` + `suppressedSinceUtc` in its `Data` so the gap is observable.
* Composition with `emitOnlyIfExists=true` (collector-level): a miss returns an empty dict —
no emit AND no hash update. Result: zero noise while absent, one event on appearance, then
only on change.
* State is in-memory and survives `UpdateRules` config refreshes; an agent restart causes at
most one re-emit per rule (acceptable under the per-enrollment lifecycle).
* Volatile collectors (eventlog timestamps, logparser positions) degrade `on_change` to
`always` — every poll hashes differently. The option stays visible for them since some
outputs are stable; this is documented, not hidden.
# Portal & delivery
* Create form defaults new rules to `emitMode: "on_change"`; existing rules load as
`always`. The scope UI is a three-way mode (always / during phases / from phase) backed by
a canonical `GATHER_PHASES` list — the same list replaced the free-text `triggerPhase`
input, whose placeholder used to suggest invalid tokens.
* **Controls are shown only where they change behavior** (`supportsPhaseScope` /
`supportsEmitMode` in `types.ts`). Offering all three "when" controls unconditionally
produced meaningless combinations — a scope on a `phase_change` rule naming a concrete
phase can only ever suppress the single firing, and `on_change` has no second result to
compare against. Hidden controls are nulled by `buildScopeFields` so state from an earlier
trigger choice cannot leak into the payload, and `validateScopeSelection` rejects a scope
mode that was selected but left unfilled (which previously serialised to null and silently
ran the rule everywhere while the form still read "From a phase onwards").
Startup is the deliberate exception: a scope there defers the one-shot rather than
suppressing it, so the scope control stays while emit mode is hidden.
* The custom-rule toggle PUT (`{enabled, isBuiltIn, isCommunity}`) previously full-replaced
the stored rule and wiped Title/Target/Trigger — `GatherRuleService.UpdateRuleAsync` now
merges toggle-style partials (empty Title/CollectorType/Target) into the existing row and
preserves `CreatedAt` on full edits. This fix is a prerequisite: without it every toggle
would silently clear the new fields.
* Old agents (Newtonsoft) ignore unknown config properties: scoped rules run everywhere,
`emitMode` is ignored — graceful degradation until the fleet rolls forward.
* `ContentEquivalent` treats null and empty `activePhases` as equal, so pre-existing DB rows
(absent columns → null) never diff against seeds — no reseed churn.
# Citations
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Monitoring/Telemetry/Gather/GatherRuleExecutor.cs` — scope gates, latch, canonical hash
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/Hosts/GatherRuleExecutorHost.cs` — timeline-event trigger feed
* `src/Agent/AutopilotMonitor.Agent.V2.Core/Orchestration/TimelineEventStream.cs` — post-reduce observer surface
* `src/Backend/AutopilotMonitor.Functions/Functions/Rules/GatherRulesFunction.cs` — `ValidateScopeAndEmitMode`
* `src/Backend/AutopilotMonitor.Functions/Services/GatherRuleService.cs` — partial-PUT merge, `ContentEquivalent`
* `src/Shared/AutopilotMonitor.Shared/Models/Rules/GatherRule.cs` — field contracts
* Tests: `GatherRuleExecutorPhaseScopeTests`, `GatherRuleExecutorEmitModeTests`, `GatherRuleExecutorHostTimelineFeedTests` (agent); `GatherRuleUpdatePartialMergeTests`, `GatherRuleScopeFieldsTests` (backend)
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---
type: Concept
title: Rule Authoring Surface — MCP Resources, validate_rule, and the Analyze Dry-Run
description: >-
How customer AIs author gather/analyze rules against the real contract: the baked
authoring resources (guide, schemas, guardrails) generated by combine.js, the
MCP-local validate_rule pre-flight, and the side-effect-free backend dry-run that
traces a draft analyze rule against one session's events.
resource: src/McpServer/autopilot-monitor-mcp/src/tools/rules.ts
tags: [rules, mcp, analyze-rules, gather-rules, dry-run, authoring]
timestamp: 2026-08-05
---
# Concept
Customers author rules with an AI connected to the MCP server. Retrieval
(`search_docs`) is deliberately NOT the knowledge source for authoring: chunked
top-K retrieval can silently omit an operator, a guardrail prefix, or an enum,
and the AI then produces a plausible-but-dead rule. The authoring surface is
therefore **deterministic**: three `get_resource` entries carry the complete
contract, a local validator rejects what production would reject or silently
ignore, and a backend dry-run evaluates a draft against real session events with
a full trace.
The intended loop: draft → `validate_rule` → `test_analyze_rule` against a real
session (one that should fire, one that should not) → iterate → create in the
portal. The `author-rule` MCP prompt walks a client through exactly this order.
# Schema
## Resources (deterministic authoring context)
| Resource | Content | Source |
| --- | --- | --- |
| `rule_authoring_guide` | Hand-written complete authoring knowledge: collector types, triggers, condition sources, operators, confidence model incl. the exact factor DSL, `{{token}}` interpolation order, guardrail matching semantics, pitfalls | `src/rule-authoring-guide.ts` |
| `rule_schemas` | Both JSON Schemas (2020-12) verbatim | generated |
| `rule_guardrails` | `rules/guardrails.json` verbatim | generated |
Generation: `node rules/scripts/combine.js` bakes schemas + guardrails into
`src/McpServer/autopilot-monitor-mcp/src/rule-authoring.generated.ts` (same
pattern as the web's `utils/guardrails.generated.ts`; the tsconfig `rootDir` and
the Docker build's exclusion of `rules/schema` rule out importing the JSON
directly). Drift is closed twice: CI's `guardrails-in-sync` job re-runs
combine.js and fails on any diff, and `rule-authoring-drift.test.ts` pins
generated == repo source plus guide enums == schema enums.
## validate_rule (MCP-local)
`src/rule-validation.ts`, no backend call. Three layers:
1. **Schema** — ajv (draft 2020-12) against the baked schemas, validating the
single-rule `$defs` entry directly (the top-level oneOf wrapper would double
every error).
2. **Guardrails** — mirrors the AGENT's matching semantics from
`GatherRuleGuards.cs` (see [gather-rule-guardrails.md](gather-rule-guardrails.md)):
hive-stripped segment-bounded registry/file prefixes, whitespace-bounded WMI
prefixes, EXACT command matching, `/`-bounded event-log channels, and the
code-enforced hard blocks (`Security` etc. channels, `C:\Users`,
`C:\Windows\System32\config`).
3. **Semantic lint** — schema-valid-but-dead rules: unreachable
confidenceThreshold, factor conditions outside the three parseable shapes
(`exists`, `count >= N`, `phase_duration > N`), unknown event types (warning;
`gather_*` softened to info), unanchored `not_regex` allow-lists,
unresolvable `{{token}}`s, trigger cross-fields, outputEventType
convention/collision checks.
The validator is advisory pre-flight only — the agent re-enforces guardrails
on-device and the backend re-validates structure. It must never be stricter
than production.
## POST /api/rules/analyze/dryrun (backend)
`DryRunAnalyzeRuleFunction` → `RuleEngine.DryRunRuleAsync`. Body
`{ sessionId, rule }` (draft `AnalyzeRule`, 1 MB cap). Policy tier
`TenantAdminOrGlobalReader` — a POST by shape but a pure read in effect, so the
read-only Global Reader is admitted; platform-scope callers reach any tenant's
session via `FindSessionTenantIdAsync` (same pattern as `GetRuleResultsFunction`).
`RuleEngine.DryRun.cs` is a partial-class trace twin of `EvaluateRule`: it
shares the exact evaluators (`EvaluatePrecondition` / `EvaluateCondition` /
`EvaluateConfidenceFactor`) but evaluates **all** conditions instead of breaking
on the first failed required one — the full picture is the point of a dry run.
Verdicts: `fired`, `skipped_by_precondition`, `required_condition_not_met`,
`no_conditions_matched`, `below_confidence_threshold`, `no_events`. Each
condition entry carries `matched`, the production evidence dictionary (or the
evaluator's reason string) and `matchingEventCount` — how many session events
even have that eventType, the first thing to check on an unexpected miss.
Invariants, pinned by `RuleEngineDryRunTests`:
* **Parity**: verdict `fired` ⇔ `EvaluateRule` produces a result, with identical
confidence and evidence keys. Factor evaluation stays sequential against the
accumulating `matchedConditions` (a factor can observe earlier `factor_*`
entries) — reordering would change results.
* **Side-effect freedom**: exactly one strict event read; never a RuleResult
write, never `TryMarkSessionFailedFromRuleAsync`, never a notification.
`wouldMarkSessionAsFailed` is reported, not acted on.
`test_analyze_rule` (MCP) wraps the endpoint and adds the interpolated
explanation/remediation preview via the existing `interpolate-rule-template.ts`
against the returned `matchedConditions`.
## POST /api/rules/gather/test-pattern (backend)
The logparser counterpart to the analyze dry-run, added after a field incident:
a customer verified a logparser regex with a PHP tester and the agent's .NET
engine matched differently. `TestLogPatternFunction` evaluates a pattern against
pasted sample lines with the AGENT's exact matching semantics:
* Regex construction identical to `LogParserCollector`: `Compiled`, 1 s timeout,
**no IgnoreCase** — logparser matching is case-sensitive (unlike analyze-rule
regex conditions, which run IgnoreCase).
* `format` behaves exactly like the rule parameter: `cmtrace` (default) parses
each line via the shared `CmTraceLogParser` and matches against the parsed
MESSAGE only; `text` matches the raw line. First match per line
(`Regex.Match`), group `"0"` excluded, unsuccessful groups omitted — the
returned `groups` are exactly the event-data fields the device would emit.
* Mirrors the agent's diagnostics: per-line outcomes
(`matched | no_match | parse_failed | regex_timeout`), the all-lines-parse-fail
hint ("set parameter format=text") verbatim, and a case-sensitivity note on
zero matches.
* Pure compute on the request body — no tenant data touched. Same policy tier
as the dry-run (`TenantAdminOrGlobalReader`); caps: 200 lines, 8 KB/line,
1 MB body.
Parity is structural, not duplicated: `CmTraceLogParser` moved from the agent
(`Monitoring/Enrollment/Ime`) to **Shared** (`AutopilotMonitor.Shared.Logging`)
so agent and backend run the SAME parsing implementation. Timestamp caveat:
bias-less CMTrace lines parse with `AssumeLocal`, which on the backend is the
server's timezone — the endpoint therefore reports match/parse results, never
timestamps. `test_log_pattern` (MCP) wraps the endpoint; `validate_rule`
additionally lints logparser parameters (missing/non-compiling pattern, unknown
format value) and its `nextStep` routes logparser drafts to `test_log_pattern`.
## What is deliberately absent
* **No gather-rule remote execution** — gather rules run as SYSTEM on devices;
session dry-run is analyze-only. Logparser authors get the pattern tester
above; all gather authors get guardrail pre-flight plus the on-device debug
log ([gather-rule-debug-log](../agent/gather-rule-debug-log.md)).
* **No rule write/deploy via MCP** — creating rules stays in the portal.
# Citations
* `src/Backend/AutopilotMonitor.Functions/Functions/Rules/TestLogPatternFunction.cs` — logparser pattern tester
* `src/Shared/AutopilotMonitor.Shared/Logging/CmTraceLogParser.cs` — shared CMTrace parser (agent + backend)
* `src/Backend/AutopilotMonitor.Functions/Services/RuleEngine.DryRun.cs` — trace twin + DTOs
* `src/Backend/AutopilotMonitor.Functions/Functions/Rules/DryRunAnalyzeRuleFunction.cs` — endpoint + draft validation
* `src/McpServer/autopilot-monitor-mcp/src/rule-validation.ts` — validator
* `src/McpServer/autopilot-monitor-mcp/src/tools/rules.ts` — validate_rule / test_analyze_rule
* `src/McpServer/autopilot-monitor-mcp/src/rule-authoring-guide.ts` — guide resource
* `rules/scripts/combine.js` — MCP module generation
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---
type: concept
title: Rule ID Namespace & Collision Guards
description: How gather/analyze rule identity is scoped (tenant partition vs global partition), why there are no GUIDs, which collisions are possible, and the guards that keep the reserved built-in namespace and the global RuleStats aggregate clean.
resource: backend, rules
tags: [rules, ruleid, namespace, collision, rulestats, tenant-isolation]
timestamp: 2026-08-21
---
# Schema
Rule identity is the human-readable `ruleId` string — there are no GUIDs, deliberately: the ID appears in logs, mails, notifications, RuleResults, the agent config payload, and docs, and tenant isolation is provided by Table Storage partitioning instead.
| Store | PartitionKey | RowKey | Content |
|---|---|---|---|
| `GatherRules` / `AnalyzeRules` | `"global"` | ruleId | Built-in + community rules (shared, all tenants) |
| `GatherRules` / `AnalyzeRules` | tenantId | ruleId | Custom rules (visible only to that tenant) |
| `RuleStates` | tenantId | ruleId | Per-tenant enable/notify overrides — built-in/community rules ONLY (custom rules fold state into their own row) |
| `RuleStats` | date | `{tenantId}_{ruleId}` and `global_{ruleId}` | Daily fire/eval telemetry; the global row is catalog-only (see guards) |
Namespace split (`RuleIdPolicy.cs`, shared model):
- **Reserved built-in namespace**: `(ANALYZE|GATHER)-<CATEGORY>-<NUMBER>` with `CATEGORY != CUSTOM`, case-insensitive, including currently unused numbers (gaps = retired rules that may return).
- **Tenant namespace**: everything else — `ANALYZE-CUSTOM-NNN` (portal suggestion), `-CUSTOM` suffixes, org prefixes (`CONTOSO-WIFI-001`), freeform.
# Collision model
- **Custom vs built-in**: impossible via API — `CreateRuleAsync`/`UpdateRuleAsync` reject reserved IDs (409) and check existence against `global` ∪ own tenant partition. Legacy debris is neutralized at merge time: global wins, tenant copy dropped with a warning (pinned by `RuleMergeCollisionGuardTests`, motivated by the 5ca2b350 duplicate-key incident).
- **Custom vs custom across tenants**: allowed and harmless — separate partitions, separate evaluation, separate RuleResults/tenant stats. Two tenants both using `ANALYZE-CUSTOM-101` never interact.
- **JSON copy between tenants** (export → paste into create editor): goes through the same create path, so an ID already taken in the receiving tenant surfaces as 409 — the user renames. There is no bulk import endpoint. The JSON editors accept both shapes — a rule export and the serialized form — via `gatherRuleToForm` / `jsonToForm` (web `types.ts` of each rules page): nested gather `parameters` are unflattened, analyze `evaluateOn` maps onto the eval checkboxes, and `tags` plus the effective `markSessionAsFailed` survive the import.
# Guards (all enforced, 2026-08-21)
1. **Global RuleStats aggregate is catalog-only.** The `global_{ruleId}` row would otherwise sum same-ID custom rules of unrelated tenants (title/severity last-writer-wins). Analyze gates on `rule.IsBuiltIn || rule.IsCommunity` (`AnalyzeOnEnrollmentEndHandler`), gather gates on `RuleIdPolicy.IsReservedBuiltInId` (`EventIngestProcessor.RuleStats`) because agent events carry no flag — valid because custom rules can never occupy the reserved pattern.
2. **Catalog build fails on namespace violations.** `rules/scripts/combine.js` rejects duplicate IDs (case-insensitive) and any gather/analyze built-in outside the reserved pattern; `BuiltInRuleCatalogPolicyTests` pins the same invariants on the embedded resource actually deployed.
3. **GitHub reseed rejects non-reserved IDs** before writing to the `global` partition (`ReseedFromGitHubFunction`) — a seeded `*-CUSTOM-*` rule would silently shadow every tenant's same-ID custom rule at merge time.
4. **Cross-tenant RuleState GC is namespace-gated.** `DeleteRuleStatesForRuleIdAcrossTenantsAsync` deletes by bare RowKey across all partitions; it now refuses non-reserved IDs with `failed=-1` (callers then skip the global catalog delete, same contract as enumeration failure).
Invariant chain: schema pattern + combine.js + reseed guard ⇒ the `global` partition only ever contains reserved-pattern IDs ⇒ the pattern is a safe built-in/custom discriminator everywhere no `IsBuiltIn` flag is available.
# Citations
- `src/Shared/AutopilotMonitor.Shared/Models/Rules/RuleIdPolicy.cs` — reserved pattern + rationale
- `src/Backend/AutopilotMonitor.Functions/Services/AnalyzeRuleService.cs`, `GatherRuleService.cs` — create/update guards, merge collision guard
- `src/Backend/AutopilotMonitor.Functions/Services/TableStorageService.Rules.cs` — key schemes, cross-tenant GC guard
- `src/Backend/AutopilotMonitor.Functions.Tests/BuiltInRuleCatalogPolicyTests.cs`, `RuleIdReservationTests.cs`, `RuleMergeCollisionGuardTests.cs`
- `rules/scripts/combine.js` — build-time namespace/duplicate guard
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---
type: Concept
title: Customer Script Publishing — download.autopilotmonitor.com/agent/
description: How the customer-facing PowerShell scripts reach the download alias, why publishing is decoupled from agent releases, and the guards that keep the published copy, the version badge and the portal's version oracle in agreement.
resource: /.github/scripts/Publish-BootstrapScripts.ps1
tags:
- build
- ci
- release
- bootstrap
- download-alias
timestamp: 2026-08-19T00:00:00+02:00
---
# Overview
Four PowerShell scripts are served to customers from `https://download.autopilotmonitor.com/agent/`:
| Blob | Source | Consumed by |
| --- | --- | --- |
| `Install-AutopilotMonitor.ps1` | `scripts/Bootstrap/Install-AutopilotMonitor.ps1` | Intune platform script (customer uploads a copy); downloaded live on every device by the WDP bootstrap MSI |
| `Install-AutopilotMonitor-Dev.ps1` | rendered from the same source | dev fleet |
| `Test-ShouldBootstrapAgent.ps1` | `scripts/Bootstrap/Test-ShouldBootstrapAgent.ps1` | customer dry run via `irm ... \| iex` |
| `Grant-AutopilotMonitorAddOn.ps1` | `scripts/CustomerSetup/Grant-AutopilotMonitorAddOn.ps1` | optional Graph permission grant |
`Uninstall-AutopilotMonitor.ps1` is deliberately not published — nothing links it, and an
unauthenticated uninstall script on the public download host is not a feature.
The alias is a Front Door route in front of the `agent` container; see
[url-registry.md](url-registry.md) for the host registry and the migration to the alias.
# Publishing chain
`.github/scripts/Publish-BootstrapScripts.ps1` is the single owner. Two workflows call it
with identical arguments:
* **`publish-scripts.yml`** — on every push to `main` touching `scripts/Bootstrap/**`,
`scripts/CustomerSetup/**` or the publisher itself, plus `workflow_dispatch` with a
`dry_run` input.
* **`build-agent.yml`** — inside the `publish_as_stable` branch, after `version.json` is
uploaded, so a release lands a set consistent with what is already live.
Before this split, the script blobs rotated **only** on a stable agent release. A bootstrap
fix therefore sat unpublished until the next agent cutover — while the WDP MSI downloads the
published copy on every enrolling device. Script publishing is now decoupled from the agent
release cadence; the release path still publishes, so it can never fall behind either.
Both workflows share the concurrency group `agent-blob-publish` (`cancel-in-progress: false`).
Both write `version.json`, and the publisher's `bootstrapVersion` read-modify-write must not
interleave with a release writing the agent fields.
# Publisher steps
1. **Parse** `$ScriptVersion` from the bootstrap source.
2. **Dev render** — literal substitution of the two `$AgentDownloadUrl` / `$VersionJsonName`
defaults. A missing anchor literal is a hard failure: a silently un-substituted dev script
would point the dev fleet at the stable agent.
3. **Version-bump guard** — if the published bootstrap changed *behaviour* under an unchanged
`$ScriptVersion`, the run aborts. Comment and formatting changes publish with a warning.
See [Version oracles](#version-oracles).
4. **Upload** every blob with `Cache-Control: no-cache` (they all rotate in place), mirrored
fail-soft to the legacy storage account.
5. **Reconcile the version oracles.**
6. **Verify through the alias** — re-download each blob and compare SHA-256, six attempts
20 s apart. A persistent mismatch means blobs were written but Front Door serves stale
content, and the error names the `az afd endpoint purge` command.
## Deterministic publish form
Every blob is published as **CRLF, UTF-8 without BOM**, normalized by the publisher rather
than taken from the working copy. Git normalizes line endings on checkout — a Windows runner
yields CRLF, a `core.autocrlf=false` clone yields LF — so publishing raw working-copy bytes
would emit different blobs for identical source and make every byte comparison, guard and
verification alike, depend on where the workflow ran. CRLF is also what PS 5.1 expects on the
device and what has always been published.
The ASCII-only rule for `scripts/Bootstrap/*.ps1` (enforced by the gates below) is unrelated
but adjacent: PS 5.1 reads BOM-less files as ANSI and corrupts multi-byte characters.
## Version oracles
Three places state the bootstrap script version, and all three are derived from
`$ScriptVersion` in the source:
* `version.json.bootstrapVersion` — read by the docs badge. Written by the publisher as a
read-modify-write under `If-Match`, so a concurrent agent release keeps its own fields.
`build-agent.yml` seeds the field when it builds the manifest so the published manifest is
never briefly missing it; the publisher owns and re-asserts it afterwards.
* `AdminConfiguration.LatestBootstrapV2ScriptVersion` — read by the portal to tell a customer
their uploaded copy is outdated. **Only** the publisher writes it; `build-agent.yml` writes
the `LatestAgentV2*` fields and nothing else. One writer per field.
* The `Bootstrap script version: v<x>` marker the script logs, parsed out of captured platform
script stdout by `utils/bootstrapVersion.ts`.
The version-bump guard exists because those three would otherwise keep asserting a version
that no longer matches what customers download: a behaviour change under an unchanged version
is invisible to every consumer, and customers decide from that version whether to re-upload
their Intune copy.
"Changed" means changed **behaviour**, matching what the source file's own comment on
`$ScriptVersion` already asks for ("bump on meaningful changes"). The guard compares a code
fingerprint — the PowerShell token stream with comments, newlines and line continuations
removed — so comment fixes, typo corrections in comments and reflow publish with a
`::warning::` instead of failing. Tokenising rather than regex-stripping keeps a `#` inside a
string literal from being mistaken for a comment.
# Gates
`.github/workflows/bootstrap-script-gates.yml` is a `workflow_call` workflow holding the
checks once:
* Pester suite under **Windows PowerShell 5.1** — the runtime IME uses for platform scripts.
* ASCII-only scan over `scripts/Bootstrap/*.ps1`.
* `Publish-BootstrapScripts.ps1 -DryRun` — exercises the dev-render anchors and the
version-bump guard, and reports per blob whether the alias is current, stale or missing.
Two callers: `pester.yml` on pull requests (reports, does not block the merge button), and
`publish-scripts.yml` on pushes to `main`, where the gates job is a `needs:` dependency of the
publish job and therefore **blocks** the upload. `pester.yml` deliberately has no push trigger
— it would duplicate the gate run with no consequence.
# Operating it
* Dry run and drift check, no credentials needed for the read paths:
`pwsh .github/scripts/Publish-BootstrapScripts.ps1 -DryRun`
* Republish without a code change: `workflow_dispatch` on **Publish customer scripts** with
`dry_run=false`.
* Front Door serving stale content after a successful upload:
`az afd endpoint purge --resource-group rg-autopilotmonitor-prd-gwc --profile-name autopilotmonitor-fd --endpoint-name apm-download --content-paths '/agent/*'`
# Citations
* `.github/scripts/Publish-BootstrapScripts.ps1`
* `.github/workflows/publish-scripts.yml`, `.github/workflows/bootstrap-script-gates.yml`, `.github/workflows/pester.yml`
* `.github/workflows/build-agent.yml` (the `publish_as_stable` branch of the upload step)
* `src/Agent/AutopilotMonitor.BootstrapMsi/Invoke-BootstrapDownload.ps1`
* `src/Web/autopilot-monitor-web/utils/bootstrapVersion.ts`
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---
type: Concept
title: URL Registry — One Place per Component, Guard-Enforced
description: Every well-known own or Microsoft host lives in exactly one registry file per component (Constants.cs, utils/config.ts, src/config.ts); guard tests fail the build on any literal outside them. Includes the agent-download host migration to the download alias.
resource: /src/Shared/AutopilotMonitor.Shared/Constants.cs
tags:
- architecture
- urls
- ci
- convention
timestamp: 2026-07-23T00:00:00+02:00
---
# URL Registry
Every well-known base URL — own hosts (portal, www, docs, download alias, MCP,
API, both blob accounts) and Microsoft hosts (Graph, Entra login) — is defined
in exactly one registry file per component. Code references the constant; the
literal appears nowhere else.
| Component | Registry | Guard test |
|---|---|---|
| C# (Shared/Backend/Agent) | `AutopilotMonitor.Shared.Constants` (`*BaseUrl`) | `HardcodedUrlGuardTests` |
| Web | `utils/config.ts` (`DOCS_URL`, `SITE_URL`, `PORTAL_URL`, `BOOTSTRAP_GO_URL`, `ENTRA_LOGIN_URL`, `API_URL_PROD`, `BLOB_URL_PROD`, `AGENT_DOWNLOAD_HOSTNAMES`) | `utils/__tests__/hardcodedUrls.guard.test.ts` |
| MCP | `src/config.ts` (`API_BASE_URL`, `ENTRA_LOGIN_BASE_URL`, `DOCS_BASE_URL`) | `src/__tests__/hardcoded-urls.guard.test.ts` |
Derived registries build on these instead of repeating hosts:
`lib/hostRouting.ts` computes `PUBLIC_HOST`/`PORTAL_HOST`/`APEX_HOST` from the
URL constants, and `middleware.ts` imports from it.
# Schema
The guards scan non-test source for the enforced host list and fail with
file:line on any occurrence outside the registry. Comment lines are ignored
(docs may cite URLs). Test files are excluded on purpose: a literal in a test
is an independent oracle — `ValidateBootstrapCodeResponseShapeTests` spells the
full agent download URL out so a registry change must be acknowledged in two
places, backend and portal allow-list, consciously.
Why enforced rather than agreed: the registry existed before (both
`Constants.AgentBlobBaseUrl` and the MCP `config.ts` header document earlier
drift), yet the EU cutover still missed two literal copies of the blob host —
`LatestVersionsService` and `ValidateBootstrapCodeFunction` kept reading the
legacy account, silently kept alive only by the fail-soft legacy mirror in
`build-agent.yml`. A convention that is not checked decays; these guards make
the next stray literal a red build instead of a production surprise.
# Agent-download host migration (2026-07-23)
The two legacy readers above plus the agent's `SelfUpdater` now use
`Constants.AgentDownloadBaseUrl` (`download.autopilotmonitor.com/agent`, Front
Door in front of the current blob origin — verified serving `version.json`,
`version-v2.json` and both ZIPs before the switch). The portal's
`bootstrapValidation.ts` allow-lists BOTH the alias and the legacy blob host
(`AGENT_DOWNLOAD_HOSTNAMES`) because bootstrap scripts already deployed in
customer Intune tenants still carry legacy URLs.
Deploy-order constraint: the web allow-list must be live BEFORE (or with) the
backend that serves alias URLs — an old portal build rejects the alias host and
the bootstrap flow dies client-side. Remove the legacy hostname from the
allow-list only after the legacy account is torn down.
**Front Door caching is a correctness hazard here, not a staleness nuisance.**
The first release after the migration exposed it: the alias kept serving the
previous `version.json` (`X-Cache: TCP_REMOTE_HIT`) while the origin was already
updated — and because manifest and ZIP are independent cache entries, a stale
manifest paired with a fresh ZIP fails the bootstrap's SHA-256 check. Two
defenses, both in place since 2026-07-23: route caching on `/agent/*` is
DISABLED, and every blob upload (CI `Send-Blob`, local `build.ps1`, the
`versions/*.json` manifests) stamps `Cache-Control: no-cache` — all these blobs
rotate in place, even the per-line ZIP. If caching is ever re-enabled, the
headers keep the mismatch class impossible.
Deliberately still on the legacy account: the `HealthCheckService` /
`MaintenanceService` legacy-keepalive probes and the fail-soft mirror in
`build-agent.yml` — they exist precisely to keep already-deployed customer
bootstrap scripts working until the customer migration completes.
# Bootstrap go-URL (2026-07-28)
The OOBE bootstrap short-URL moved from `www.autopilotmonitor.com/go/{code}`
(Next.js route, SSR) to **`go.autopilotmonitor.com/{code}`** — a Front Door
custom domain whose `/*` route rewrites onto `/api/bootstrap/go/{code}` on the
Function App (`GetBootstrapScriptFunction`). Registry entries:
`Constants.BootstrapGoBaseUrl` (C#, the single producer via
`CreateBootstrapSessionFunction`) and `BOOTSTRAP_GO_URL` (web, display-only in
the sessions list); `go.autopilotmonitor.com` is on both guards' enforced-host
lists. `CreateBootstrapSessionUrlShapeTests` pins the produced URL as an
independent oracle — before this, no test guarded the bootstrap URL shape at
all.
Front Door route caching for `bootstrap-go` is DISABLED — same hazard class as
the `/agent/*` route above, sharpened: the script body inlines the bearer
token, so a cache hit would replay one requester's token to another.
`NoStoreCacheMiddleware` additionally stamps `no-store` via the
`/api/bootstrap/go/` prefix.
Transition COMPLETED with the static-export PR (2026-07-29): the legacy
Next.js `/go/[code]` route, `utils/bootstrapValidation.ts`, and
`middleware.ts` are deleted — verified safe because the BootstrapSessions
table held zero active sessions predating the URL cutover (all expired
2026-03). The backend is now the only script producer;
`OobeBootstrapScriptGeneratorTests`' golden file remains as the pin of the
shipped template.
Portal detail routes are query-string based since the same PR
(`/sessions?id=…` etc., builders in `lib/routes.ts`, notification producer
`Constants.PortalSessionUrl`). Legacy PATH-shaped links in sent
Teams/Slack/webhook notifications are rewritten forever by SWA wildcard
rewrites + `components/LegacyPathRedirect.tsx`; `staticwebapp.config.json`
carries the production redirects/headers and is guarded by
`utils/__tests__/swaConfig.guard.test.ts` (registry-backed hosts, no
unsafe-eval, route order).
# Citations
- `src/Shared/AutopilotMonitor.Shared/Constants.cs` — C# registry
- `src/Web/autopilot-monitor-web/utils/config.ts` — web registry
- `src/McpServer/autopilot-monitor-mcp/src/config.ts` — MCP registry
- `src/Backend/AutopilotMonitor.Functions.Tests/HardcodedUrlGuardTests.cs`
- [Version Contract](versioning.md) — the release pipeline this migration protects
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---
type: Concept
title: Version Contract — Agent, Backend, MCP, Web
description: One version shape for all shipping components, the ETag-CAS counter blob that mints build numbers, and the published manifests that make "what is deployed" checkable from outside.
resource: /.github/scripts/Request-BuildNumber.ps1
tags:
- build
- ci
- release
- versioning
timestamp: 2026-07-22T00:00:00+02:00
---
# Version Contract
Four components ship from this repository — the agent, the Functions backend, the
MCP server and the web portal. They share one version shape, one way of minting build
numbers, and one manifest format, so that a version string means the same thing
whoever emits it. The web portal is the commit-only exception: a static export has no
runtime that could report a `major.minor.build`, so it carries `commit` + `buildUtc`
alone (no counter blob).
```
version = <major>.<minor>.<build> major.minor curated by hand, build minted per build
commit = 7-char short SHA of this repo
buildUtc = ISO-8601 build moment
```
| Component | major.minor from | Counter blob | Reported by |
|---|---|---|---|
| Agent V2 | `VersionPrefix` in `AutopilotMonitor.Agent.V2.csproj` | `agent/buildcounter-v2.txt` | `agent/version.json` |
| Backend | `VersionPrefix` in `AutopilotMonitor.Functions.csproj` | `versions/backend.txt` | `GET /api/health` |
| MCP | `version` in `package.json` | `versions/mcp.txt` | `GET /health`, MCP handshake |
| Web portal | — (commit-only) | — | `GET /version.json` on the portal host |
# Schema
## Build numbers — reserve before build, ETag-CAS
`.github/scripts/Request-BuildNumber.ps1` is the only implementation; the CI
workflows and the local `build.ps1` all call it.
1. Anonymous `GET` on the counter blob → value `N` and `ETag`. The blob holds the
**last used** number as plain text and is public-read; only the write needs the
container SAS.
2. `PUT N+1` with `If-Match: <etag>`. The quoted ETag form is required — PowerShell
strips the quotes on read, and an unquoted `If-Match` is rejected client-side.
3. `412 Precondition Failed` → a concurrent build reserved first → re-read and retry
(5 attempts, linear backoff).
4. Build with the reserved number.
Reserving *before* the build is what makes concurrent minting impossible. **A failed
build burns a number** — deliberate: uniqueness matters, density does not.
Why a counter and not the published manifest: manifests are written on publish, not on
build. The agent writes `version.json` only for stable releases, so deriving the next
number from it would hand two consecutive dev builds the same number and let the second
overwrite the first's artifact. A state-free scheme such as `git rev-list --count HEAD`
fails for the same reason — two builds of one commit collide.
**Seeding** (once per component): `PUT <last used number>` with `If-None-Match: *`, so
an existing counter can never be clobbered. Agent V2 was seeded with `1356` on
2026-07-17; `versions/backend.txt` with `999` and `versions/mcp.txt` with `299` on
2026-07-22.
## Local builds
No counter is reached, the build number stays `0`, and the commit is empty or
`unknown`. A `1.5.0` with no commit hash on `/api/health` is therefore a developer
machine, not a release — the fallback is the signal, not a defect. The agent is the
exception: `build.ps1` produces uploadable artifacts and reserves a real number unless
`-SkipUpload` is passed.
## Manifests
`versions/backend.json` and `versions/mcp.json` (public-read) record what is deployed:
```json
{ "component": "backend", "version": "1.5.1000", "commit": "abc1234",
"buildUtc": "…", "deployedUtc": "…", "runId": "…" }
```
The MCP manifest adds `docsCommit`, because for that component "which build" and "which
documentation" are separate questions. `versions/web.json` carries `component`, `commit`,
`deployedUtc` and `runId` (no `version`/`buildUtc` — the served `/version.json` holds the
build moment). The portal's own stamp is generated into `public/version.json` by
`scripts/generate-version.js` (prebuild) from `GITHUB_SHA`, served with
`Cache-Control: no-store`, and `deploy-web.yml` polls it until the deployed commit
matches the pushed SHA before publishing the manifest.
Each is written **last and only after the deploy workflow has polled the component's
health endpoint until it reports that exact version and commit**. A green deploy step
alone means the package was accepted, not that it is being served. Consequently a
manifest that disagrees with the live endpoint means the running instance drifted after
the fact (rollback, stale revision) rather than a half-finished pipeline.
The agent keeps its own manifest at `agent/version.json` — the bootstrap derives that
URL from the download URL and verifies the ZIP against its `sha256`, so it cannot move.
It carries the same `commit` and `buildUtc` fields; `sha256` and `bootstrapVersion`
remain, being the customer-facing integrity contract.
# Consequences
- Bumping `major.minor` is a human decision, made in the component's own file
(`VersionPrefix`, or `version` in `package.json`). Nothing bumps it automatically.
- A new component joins by seeding a counter blob and calling the same script; no new
mechanism.
- The counter blobs and manifests live in the `versions` container on
`autopilotmonitoreu` (writes via `AZURE_BLOB_VERSIONS_SAS_TOKEN`). The agent's
counter stays in the `agent` container next to the artifacts it numbers.
# Citations
- `.github/scripts/Request-BuildNumber.ps1` — the CAS protocol
- `.github/workflows/deploy-backend.yml`, `deploy-mcp.yml` — reserve, verify, publish
- `.github/workflows/deploy-web.yml`, `src/Web/autopilot-monitor-web/scripts/generate-version.js` — web stamp, verify, publish
- `.github/workflows/build-agent.yml`, `scripts/Deployment/build.ps1` — agent line
- [Build Counter Blob](agent/build-counter-blob.md) — agent-specific consequences

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