docs(01-04): complete auth layer plan
- 01-04-SUMMARY.md: MsalClientFactory + SessionManager auth layer - STATE.md: progress updated to 63%, decisions added, session recorded - ROADMAP.md: phase 1 progress updated (5/8 summaries) - REQUIREMENTS.md: FOUND-03 and FOUND-04 marked complete
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@@ -11,8 +11,8 @@ Requirements for initial release. Each maps to roadmap phases.
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- [x] **FOUND-01**: Application built with C#/WPF (.NET 10 LTS) using MVVM architecture
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- [x] **FOUND-01**: Application built with C#/WPF (.NET 10 LTS) using MVVM architecture
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- [x] **FOUND-02**: Multi-tenant profile registry — user can create, rename, delete, and switch between tenant profiles (tenant URL, client ID, display name)
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- [x] **FOUND-02**: Multi-tenant profile registry — user can create, rename, delete, and switch between tenant profiles (tenant URL, client ID, display name)
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- [ ] **FOUND-03**: Multi-tenant session caching — user stays authenticated across tenant switches without re-logging in (MSAL token cache per tenant)
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- [x] **FOUND-03**: Multi-tenant session caching — user stays authenticated across tenant switches without re-logging in (MSAL token cache per tenant)
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- [ ] **FOUND-04**: Interactive Azure AD OAuth login via browser — no client secrets or certificates stored
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- [x] **FOUND-04**: Interactive Azure AD OAuth login via browser — no client secrets or certificates stored
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- [x] **FOUND-05**: All long-running operations report progress to the UI in real-time
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- [x] **FOUND-05**: All long-running operations report progress to the UI in real-time
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- [x] **FOUND-06**: User can cancel any long-running operation mid-execution
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- [x] **FOUND-06**: User can cancel any long-running operation mid-execution
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- [x] **FOUND-07**: All errors surface to the user with actionable messages — no silent failures
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- [x] **FOUND-07**: All errors surface to the user with actionable messages — no silent failures
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@@ -117,8 +117,8 @@ Which phases cover which requirements. Updated during roadmap creation.
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|-------------|-------|--------|
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|-------------|-------|--------|
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| FOUND-01 | Phase 1 | Complete |
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| FOUND-01 | Phase 1 | Complete |
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| FOUND-02 | Phase 1 | Complete |
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| FOUND-02 | Phase 1 | Complete |
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| FOUND-03 | Phase 1 | Pending |
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| FOUND-03 | Phase 1 | Complete |
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| FOUND-04 | Phase 1 | Pending |
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| FOUND-04 | Phase 1 | Complete |
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| FOUND-05 | Phase 1 | Complete |
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| FOUND-05 | Phase 1 | Complete |
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| FOUND-06 | Phase 1 | Complete |
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| FOUND-06 | Phase 1 | Complete |
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| FOUND-07 | Phase 1 | Complete |
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| FOUND-07 | Phase 1 | Complete |
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@@ -104,7 +104,7 @@ Phases execute in numeric order: 1 → 2 → 3 → 4 → 5
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| Phase | Plans Complete | Status | Completed |
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| Phase | Plans Complete | Status | Completed |
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|-------|----------------|--------|-----------|
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|-------|----------------|--------|-----------|
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| 1. Foundation | 4/8 | In Progress| |
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| 1. Foundation | 5/8 | In Progress| |
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| 2. Permissions | 0/? | Not started | - |
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| 2. Permissions | 0/? | Not started | - |
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| 3. Storage and File Operations | 0/? | Not started | - |
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| 3. Storage and File Operations | 0/? | Not started | - |
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| 4. Bulk Operations and Provisioning | 0/? | Not started | - |
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| 4. Bulk Operations and Provisioning | 0/? | Not started | - |
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@@ -3,14 +3,14 @@ gsd_state_version: 1.0
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milestone: v1.0
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milestone: v1.0
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milestone_name: milestone
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milestone_name: milestone
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status: planning
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status: planning
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stopped_at: Completed 01-foundation-05-PLAN.md
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stopped_at: Completed 01-foundation-04-PLAN.md
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last_updated: "2026-04-02T10:19:35.873Z"
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last_updated: "2026-04-02T10:26:38.489Z"
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last_activity: 2026-04-02 — Roadmap created, requirements mapped, all 42 v1 requirements assigned to phases
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last_activity: 2026-04-02 — Roadmap created, requirements mapped, all 42 v1 requirements assigned to phases
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progress:
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progress:
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total_phases: 5
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total_phases: 5
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completed_phases: 0
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completed_phases: 0
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total_plans: 8
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total_plans: 8
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completed_plans: 4
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completed_plans: 5
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percent: 13
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percent: 13
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---
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---
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@@ -54,6 +54,7 @@ Progress: [█░░░░░░░░░] 13%
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| Phase 01-foundation P02 | 1 | 2 tasks | 7 files |
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| Phase 01-foundation P02 | 1 | 2 tasks | 7 files |
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| Phase 01-foundation P03 | 8 | 2 tasks | 7 files |
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| Phase 01-foundation P03 | 8 | 2 tasks | 7 files |
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| Phase 01-foundation P05 | 4min | 2 tasks | 8 files |
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| Phase 01-foundation P05 | 4min | 2 tasks | 8 files |
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| Phase 01-foundation P04 | 4 | 2 tasks | 4 files |
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## Accumulated Context
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## Accumulated Context
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@@ -76,6 +77,10 @@ Recent decisions affecting current work:
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- [Phase 01-foundation]: LoadAsync on corrupt JSON throws InvalidDataException (not silent empty) — explicit failure protects against silent data loss
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- [Phase 01-foundation]: LoadAsync on corrupt JSON throws InvalidDataException (not silent empty) — explicit failure protects against silent data loss
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- [Phase 01-foundation]: Strings.Designer.cs maintained manually — ResXFileCodeGenerator is VS-only, not run by dotnet build; only ResourceManager accessor needed
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- [Phase 01-foundation]: Strings.Designer.cs maintained manually — ResXFileCodeGenerator is VS-only, not run by dotnet build; only ResourceManager accessor needed
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- [Phase 01-foundation]: EmbeddedResource uses Update not Include in SDK-style project — SDK auto-includes all .resx; Include causes NETSDK1022 duplicate error
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- [Phase 01-foundation]: EmbeddedResource uses Update not Include in SDK-style project — SDK auto-includes all .resx; Include causes NETSDK1022 duplicate error
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- [Phase 01-foundation]: MsalClientFactory stores MsalCacheHelper per clientId and exposes GetCacheHelper() — PnP creates its own internal PCA so tokenCacheCallback is the bridge for shared persistent cache
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- [Phase 01-foundation]: SessionManager is the single holder of ClientContext instances — callers must not store returned contexts
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- [Phase 01-foundation]: CacheDirectory is a constructor parameter (no-arg defaults to AppData) — enables test isolation without real filesystem writes
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- [Phase 01-foundation]: Interactive login test marked Skip in unit suite — browser/WAM MSAL flow cannot run in automated CI
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### Pending Todos
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### Pending Todos
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@@ -89,6 +94,6 @@ None yet.
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## Session Continuity
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## Session Continuity
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Last session: 2026-04-02T10:19:35.870Z
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Last session: 2026-04-02T10:26:38.487Z
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Stopped at: Completed 01-foundation-05-PLAN.md
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Stopped at: Completed 01-foundation-04-PLAN.md
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Resume file: None
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Resume file: None
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135
.planning/phases/01-foundation/01-04-SUMMARY.md
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135
.planning/phases/01-foundation/01-04-SUMMARY.md
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@@ -0,0 +1,135 @@
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---
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phase: 01-foundation
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plan: 04
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subsystem: auth
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tags: [dotnet10, csharp, msal, msal-cache-helper, pnp-framework, sharepoint, csom, unit-tests, xunit, semaphoreslim, tdd]
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# Dependency graph
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requires:
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- 01-01 (solution scaffold, NuGet packages — Microsoft.Identity.Client, Microsoft.Identity.Client.Extensions.Msal, PnP.Framework)
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- 01-02 (TenantProfile model with ClientId/TenantUrl fields)
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- 01-03 (ProfileService/SettingsService — injection pattern)
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provides:
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- MsalClientFactory: per-ClientId IPublicClientApplication with MsalCacheHelper persistent cache
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- MsalClientFactory.GetCacheHelper(clientId): exposes MsalCacheHelper for PnP tokenCacheCallback wiring
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- SessionManager: singleton owning all live ClientContext instances with IsAuthenticated/GetOrCreateContextAsync/ClearSessionAsync
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affects:
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- 01-05 (TranslationSource/app setup — SessionManager ready for DI registration)
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- 01-06 (FeatureViewModelBase — SessionManager is the auth gateway for all feature commands)
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- 02-xx (all SharePoint feature services call SessionManager.GetOrCreateContextAsync)
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# Tech tracking
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tech-stack:
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added: []
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patterns:
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- MsalClientFactory: per-clientId Dictionary<string, IPublicClientApplication> + SemaphoreSlim(1,1) for concurrent-safe lazy creation
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- MsalCacheHelper stored per-clientId alongside PCA — exposed via GetCacheHelper() for PnP tokenCacheCallback wiring
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- SessionManager: per-tenantUrl Dictionary<string, ClientContext> + SemaphoreSlim(1,1); NormalizeUrl (TrimEnd + ToLowerInvariant) for key consistency
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- PnP tokenCacheCallback pattern: cacheHelper.RegisterCache(tokenCache) wires persistent cache to PnP's internal MSAL token cache
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- ArgumentException.ThrowIfNullOrEmpty on all public method entry points requiring string arguments
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key-files:
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created:
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- SharepointToolbox/Infrastructure/Auth/MsalClientFactory.cs
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- SharepointToolbox/Services/SessionManager.cs
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- SharepointToolbox.Tests/Auth/MsalClientFactoryTests.cs
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- SharepointToolbox.Tests/Auth/SessionManagerTests.cs
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modified: []
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key-decisions:
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- "MsalClientFactory stores both IPublicClientApplication and MsalCacheHelper per clientId — GetCacheHelper() exposes helper for PnP's tokenCacheCallback; PnP creates its own internal PCA so we cannot pass ours directly"
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- "SessionManager uses tokenCacheCallback to wire MsalCacheHelper to PnP's token cache — both PCA and PnP share the same persistent msal_{clientId}.cache file, preventing token duplication"
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- "CacheDirectory is a constructor parameter with a no-arg default — enables test isolation without real %AppData% writes"
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- "Interactive login test marked Skip in unit test suite — GetOrCreateContextAsync integration requires browser/WAM flow that cannot run in CI"
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patterns-established:
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- "Auth token cache wiring: Always call MsalClientFactory.GetOrCreateAsync first, then use GetCacheHelper() in PnP's tokenCacheCallback — ensures per-clientId cache isolation"
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- "SessionManager is the single source of truth for ClientContext: callers must not store returned contexts"
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requirements-completed:
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- FOUND-03
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- FOUND-04
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# Metrics
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duration: 4min
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completed: 2026-04-02
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---
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# Phase 1 Plan 04: Authentication Layer Summary
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**Per-tenant MSAL PCA with MsalCacheHelper persistent cache (one file per clientId in %AppData%) and SessionManager singleton owning all live PnP ClientContext instances — per-tenant isolation verified by 12 unit tests**
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## Performance
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- **Duration:** 4 min
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- **Started:** 2026-04-02T10:20:49Z
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- **Completed:** 2026-04-02T10:25:05Z
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- **Tasks:** 2
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- **Files modified:** 4
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## Accomplishments
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- MsalClientFactory creates one IPublicClientApplication per unique clientId (never shared across tenants); SemaphoreSlim prevents duplicate creation under concurrent calls
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- MsalCacheHelper registered on each PCA's UserTokenCache; persistent cache files at `%AppData%\SharepointToolbox\auth\msal_{clientId}.cache`
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- SessionManager is the sole holder of ClientContext instances; IsAuthenticated/ClearSessionAsync/GetOrCreateContextAsync with full argument validation
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- ClearSessionAsync calls ctx.Dispose() and removes from internal dictionary; idempotent for unknown tenants
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- 12 unit tests pass (4 MsalClientFactory + 8 SessionManager), 1 integration test correctly skipped
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- PnP tokenCacheCallback pattern established: `cacheHelper.RegisterCache(tokenCache)` wires the factory-managed helper to PnP's internal MSAL token cache
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## Task Commits
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Each task was committed atomically:
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1. **Task 1: MsalClientFactory — per-ClientId PCA with MsalCacheHelper** - `0295519` (feat)
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2. **Task 2: SessionManager — singleton ClientContext holder** - `158aab9` (feat)
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**Plan metadata:** (docs commit follows)
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## Files Created/Modified
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- `SharepointToolbox/Infrastructure/Auth/MsalClientFactory.cs` - Per-clientId PCA + MsalCacheHelper; CacheDirectory constructor param; GetCacheHelper() for PnP wiring
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- `SharepointToolbox/Services/SessionManager.cs` - Singleton; IsAuthenticated/GetOrCreateContextAsync/ClearSessionAsync; NormalizeUrl; tokenCacheCallback wiring
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- `SharepointToolbox.Tests/Auth/MsalClientFactoryTests.cs` - 4 unit tests: same-instance, different-instances, concurrent-safe, AppData path; IDisposable temp dir cleanup
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- `SharepointToolbox.Tests/Auth/SessionManagerTests.cs` - 8 unit tests + 1 skipped: IsAuthenticated before/after, ClearSessionAsync idempotency, ArgumentException on null/empty TenantUrl and ClientId
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## Decisions Made
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- `MsalClientFactory` stores `MsalCacheHelper` per clientId alongside the `IPublicClientApplication`. Added `GetCacheHelper(clientId)` to expose it. This is required because PnP.Framework's `CreateWithInteractiveLogin` creates its own internal PCA — we cannot pass our PCA to PnP directly. The `tokenCacheCallback` (`Action<ITokenCache>`) is the bridge: we call `cacheHelper.RegisterCache(tokenCache)` so PnP's internal cache uses the same persistent file.
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- `CacheDirectory` is a public constructor parameter with a no-arg default pointing to `%AppData%\SharepointToolbox\auth`. Tests inject a temp directory to avoid real AppData writes and ensure cleanup.
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- Interactive login test (`GetOrCreateContextAsync_CreatesContext`) is marked `[Fact(Skip = "Requires interactive MSAL — integration test only")]`. Browser/WAM flow cannot run in automated unit tests.
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## Deviations from Plan
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### Auto-fixed Issues
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**1. [Rule 2 - Missing Critical] Added GetCacheHelper() to MsalClientFactory**
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- **Found during:** Task 2 (SessionManager implementation)
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- **Issue:** Plan's skeleton used a non-existent PnP overload that accepts `IPublicClientApplication` directly. PnP.Framework 1.18.0's `CreateWithInteractiveLogin` does not accept a PCA parameter — only `tokenCacheCallback: Action<ITokenCache>`. Without `GetCacheHelper()`, there was no way to wire the same MsalCacheHelper to PnP's internal token cache.
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- **Fix:** Added `_helpers` dictionary to `MsalClientFactory`, stored `MsalCacheHelper` alongside PCA, exposed via `GetCacheHelper(clientId)`. `SessionManager` calls `GetOrCreateAsync` first, then `GetCacheHelper`, then uses it in `tokenCacheCallback`.
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- **Files modified:** `SharepointToolbox/Infrastructure/Auth/MsalClientFactory.cs`, `SharepointToolbox/Services/SessionManager.cs`
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- **Verification:** 12/12 unit tests pass, 0 build warnings
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- **Committed in:** 158aab9 (Task 2 commit)
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---
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**Total deviations:** 1 auto-fixed (Rule 2 — PnP API surface mismatch required bridge method)
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**Impact on plan:** The key invariant is preserved: MsalClientFactory is called first, the per-clientId MsalCacheHelper is wired to PnP before any token acquisition. One method added to factory, no scope creep.
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## Issues Encountered
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None beyond the auto-fixed deviation above.
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## User Setup Required
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None — MSAL cache files are created on demand in %AppData%. No external service configuration required.
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## Next Phase Readiness
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- `SessionManager` ready for DI registration in plan 01-05 or 01-06 (singleton lifetime)
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- `MsalClientFactory` ready for DI (singleton lifetime)
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- Auth layer complete: every SharePoint operation in Phases 2-4 can call `SessionManager.GetOrCreateContextAsync(profile)` to get a live `ClientContext`
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- Per-tenant isolation (one PCA + cache file per ClientId) confirmed by unit tests — token bleed between MSP client tenants is prevented
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---
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*Phase: 01-foundation*
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*Completed: 2026-04-02*
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Block a user