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Remove attribute flattening to align with scoped ContextResolver model (breaking change)#258

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copilot/fix-template-substitution-error
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Remove attribute flattening to align with scoped ContextResolver model (breaking change)#258
Copilot wants to merge 17 commits intomainfrom
copilot/fix-template-substitution-error

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Copilot AI commented Mar 2, 2026

  • Investigate the issue with ContextResolver Identity.Read values not working in template substitution
  • Understand the identity object structure returned by GetIdentity method
  • Identify the root cause: Identity.Profile.Attributes.* requires nested access, but docs show Identity.Profile.*
  • REMOVED: Flatten identity attributes - Attributes now kept NESTED under Profile.Attributes (scoped model)
  • Add tests to verify template substitution works with scoped path structure
  • Ensure provider contract tests still pass
  • Run existing ContextResolver tests to verify no regressions (40/40 passing)
  • Fixed all Condition tests (45/45 tests passing)
  • Run broader test suite to ensure no other areas are affected (366/366 core tests pass)
  • Update all documentation to reflect scoped model with nested Attributes
  • Remove stale flat-path guidance from all docs
  • Add troubleshooting guidance for path resolution

Current Status

Step 1: Tests - COMPLETE ✅

  • ✅ Removed attribute flattening code (ConvertTo-IdleFlattenedIdentity)
  • ✅ Updated Invoke-IdleContextResolvers to keep Attributes nested
  • ✅ Fixed all 40 ContextResolver tests to use scoped paths
  • ✅ Fixed all 45 Condition DSL tests with proper mock context structures
  • ✅ Template substitution test updated to use: Request.Context.Providers.Identity.Default.Identity.Profile.Attributes.DisplayName
  • ✅ All 366 core tests passing

Remaining Work (Steps 2-5)

  • Documentation updates (remove flat-path guidance, add scoped model examples)
  • Troubleshooting section for path resolution
  • Verify Entra paging regression fix location
  • Final consistency pass

Scoped Context Model (Implemented)

Source of Truth (Provider/Auth-Scoped):

Request.Context.Providers.<ProviderAlias>.<AuthSessionKey>.Identity.Profile.Attributes.<AttributeName>
Request.Context.Providers.<ProviderAlias>.<AuthSessionKey>.Identity.Entitlements

Views (Aggregated, Deterministic):

Request.Context.Views.Identity.Profile.Attributes.<AttributeName>
Request.Context.Views.Identity.Entitlements

Current (Execution-Time Alias):

Request.Context.Current.Identity.Profile.Attributes.<AttributeName>
Request.Context.Current.Identity.Entitlements

Migration from Old Model

OLD (No longer supported):

'{{Request.Context.Identity.Profile.DisplayName}}'  # WRONG - flat path
'{{Request.Context.Identity.Profile.Attributes.DisplayName}}'  # WRONG - missing scope

NEW (Correct):

'{{Request.Context.Views.Identity.Profile.Attributes.DisplayName}}'  # View (typical usage)
'{{Request.Context.Providers.Identity.Default.Identity.Profile.Attributes.DisplayName}}'  # Provider-scoped
'{{Request.Context.Current.Identity.Profile.Attributes.DisplayName}}'  # Preconditions only

Testing Summary

  • ✅ 40/40 ContextResolver tests passing
  • ✅ 45/45 Condition DSL tests passing
  • ✅ 366/366 Core tests passing
  • ✅ Template substitution validated with scoped paths
  • ✅ Provider contract tests unchanged (no regression)
Original prompt

This section details on the original issue you should resolve

<issue_title>ContextResolver Identity.Read values not working in EnsureOutOfOffice template substitution</issue_title>
<issue_description>## Description

Using the values from Request.Context.Identity.Profile.* in template substitution with EnsureOutOfOffice and EXO provider doesn't work and brings an error on plan creation.

Steps to Reproduce

  1. Step with
@{
            Name = 'EXO - Set OOO message'
            Type = 'IdLE.Step.Mailbox.EnsureOutOfOffice'
            With = @{
                IdentityKey = '{{Request.IdentityKeys.sAMAccountName}}@nanotempertech.com'
                Provider = 'EXO'
                AuthSessionName = 'EXO'
                Config = @{
                    Mode = 'Enabled'
                    InternalMessage = 'Dear Sender,<br/>{{Request.Context.Identity.Profile.DisplayName}} is not working at NanoTemper anymore.<br/>Your email is not forwarded and will be deleted automatically, due to legal compliance.<br/>For further contact please mail to: {{Request.Context.Manager}}. <br/>Best, <br/> NanoTemper Technologies'
                    ExternalMessage =  'Dear Sender,<br/>{{Request.Context.Identity.Profile.DisplayName}} is not working at NanoTemper anymore.<br/>Your email is not forwarded and will be deleted automatically, due to legal compliance.<br/>For further contact please mail to: {{Request.Context.Manager}}. <br/>Best, <br/> NanoTemper Technologies'
                    ExternalAudience = 'All'
                    MessageFormat = 'HTML'
                }
            }
        }
  1. Run plan after initializing $providers, $workflowfile and $request properly
$plan = New-IdlePlan -WorkflowPath $workflowFile -Request $request -Providers $providers

Expected Behavior

Being able to resolve this path from Context and substitute in Message for OutOfOffice.

Actual Behavior

Error on plan

Line | 
 115 |              throw [System.ArgumentException]::new(
     |              ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
     | Template resolution error in step 'EXO - Set OOO message': Path 'Request.Context.Identity.Profile.DisplayName'        
     | resolved to null or does not exist. Ensure the request contains all required values. (Parameter 'Workflow')

Additional Context

Without error step I can see the values for the EnsureOutOfOffice Message clearly in the profile:

{ 
  "IdentityKey": "max.power",
  "Enabled": false,
  "Attributes": {
    "Title": "High Performer",
    "Surname": "Power",
    "DistinguishedName": "CN=Max Power,OU=some,OU=Folder,DC=corp,DC=domain,DC=tld",
    "DisplayName": "Max Power",
    "Description": "OFFBOARDING Stage I - 2026-02-30",
    "Department": "High Performance IT",
    "GivenName": "Max",
    "UserPrincipalName": "max.power@domain.tld",
    "EmailAddress": "max.power@domain.tld",
    "sAMAccountName": "max.power"
  }
}

Environment

  • PowerShell version: 7.5.4
  • OS: Windows Server 2019
  • IdLE version / commit: main
  • Execution context (CLI / Service / CI): CLI
    </issue_description>

Comments on the Issue (you are @copilot in this section)


💬 We'd love your input! Share your thoughts on Copilot coding agent in our 2 minute survey.

Copilot AI and others added 3 commits March 2, 2026 15:36
- Modified Invoke-IdleContextResolvers to flatten identity attributes
- Added ConvertTo-IdleFlattenedIdentity helper function
- Attributes are now accessible as Identity.Profile.DisplayName instead of Identity.Profile.Attributes.DisplayName
- Preserved Attributes hashtable for backwards compatibility
- Added comprehensive tests for flattened structure and template substitution

Co-authored-by: ntt-matthias-fleschuetz <55826276+ntt-matthias-fleschuetz@users.noreply.github.com>
- Added test for null Attributes handling
- Added test for empty Attributes hashtable
- Added test for conflicting attribute names (core properties take precedence)
- Added Write-Verbose warning when attributes conflict with core property names
- All 20 ContextResolver tests pass

Co-authored-by: ntt-matthias-fleschuetz <55826276+ntt-matthias-fleschuetz@users.noreply.github.com>
- Added comment documenting reserved properties (IdentityKey, Enabled, Attributes)
- Clarified behavior when attribute names conflict with core properties
- Enhanced function description to explain conflict resolution

Co-authored-by: ntt-matthias-fleschuetz <55826276+ntt-matthias-fleschuetz@users.noreply.github.com>
Copilot AI changed the title [WIP] Fix ContextResolver Identity.Read values in EnsureOutOfOffice Flatten Identity.Profile attributes for direct template access Mar 2, 2026
Comment thread testResults.xml Outdated
- Remove accidentally committed testResults.xml file
- Add testResults.xml (with capital R) to .gitignore
- Add *.trx pattern to catch all test result files

Co-authored-by: ntt-matthias-fleschuetz <55826276+ntt-matthias-fleschuetz@users.noreply.github.com>
@ntt-matthias-fleschuetz ntt-matthias-fleschuetz marked this pull request as ready for review March 2, 2026 16:33
Copilot AI review requested due to automatic review settings March 2, 2026 16:33
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Pull request overview

This PR updates IdLE’s planning-time ContextResolver behavior so identity profile attributes returned by IdLE.Identity.Read are directly accessible via Request.Context.Identity.Profile.<AttributeName> for template substitution and condition evaluation, aligning behavior with documented examples.

Changes:

  • Flatten Identity.Profile.Attributes onto Identity.Profile during IdLE.Identity.Read ContextResolver dispatch.
  • Add Pester tests covering flattened access, null/empty Attributes handling, conflict behavior, and template substitution using flattened attributes.
  • Ignore additional test result artifacts in .gitignore.

Reviewed changes

Copilot reviewed 2 out of 3 changed files in this pull request and generated 2 comments.

File Description
src/IdLE.Core/Private/Invoke-IdleContextResolvers.ps1 Flattens identity Attributes into top-level profile properties for ContextResolver output.
tests/Core/New-IdlePlan.ContextResolvers.Tests.ps1 Adds tests validating flattened profile behavior and template substitution.
.gitignore Ignores additional test output formats (testResults.xml, *.trx).

Comment thread src/IdLE.Core/Private/Invoke-IdleContextResolvers.ps1 Outdated
Comment thread tests/Core/New-IdlePlan.ContextResolvers.Tests.ps1
Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
Comment thread src/IdLE.Core/Private/Invoke-IdleContextResolvers.ps1 Outdated
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github-actions Bot commented Mar 2, 2026

Code Coverage Report

Overall Project 74.82% 🍏

There is no coverage information present for the Files changed

- Updated ConvertTo-IdleFlattenedIdentity to clone original object and preserve all properties including PSTypeName
- Updated Copy-IdleDataObject to preserve PSTypeName by inserting into TypeNames collection
- Fixed test to use PSObject.Properties.Name instead of unsupported Should -HaveProperty
- All 344 core tests pass

Co-authored-by: ntt-matthias-fleschuetz <55826276+ntt-matthias-fleschuetz@users.noreply.github.com>
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@copilot please make sure context-resolver documentation is updated on these matters.

- Added comprehensive "Identity Profile Attribute Flattening" section to context-resolver.md
- Documented direct access pattern, backwards compatibility, and reserved property names
- Updated capabilities.md with note about automatic flattening behavior
- Updated all provider docs (AD, EntraID, Mock) with flattening notes and cross-references
- Documents PSTypeName preservation and conflict resolution behavior

Co-authored-by: blindzero <13959569+blindzero@users.noreply.github.com>
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Copilot AI commented Mar 2, 2026

@copilot please make sure context-resolver documentation is updated on these matters.

Documentation updated in commit 026b580:

  • Added comprehensive "Identity Profile Attribute Flattening" section to context-resolver.md with direct access patterns, backwards compatibility notes, and reserved property name behavior
  • Updated capabilities.md with flattening behavior note
  • Updated all provider docs (AD, EntraID, Mock) with flattening notes and cross-references

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@copilot I am missing the provider / authsession references in the context resolver documentation. I think it is better to put it into the central context-resolver rather than into the provider documentation.

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Copilot AI commented Mar 2, 2026

@copilot remove the backward compatibility mapping, we only go with the new one.
I am still missing in the context-resolver documentation some explanation how to address the provider.authsession parts...

Completed all requested changes in commit 560194e:

  1. Removed backward compatibility: Attributes hashtable is now always removed after flattening (no nested access)
  2. Added precedence documentation: New "Multiple Resolvers and Precedence" section explains:
    • Resolvers execute sequentially in declaration order
    • Later resolvers overwrite earlier ones when writing to same context path
    • How to use multiple providers with different auth sessions per resolver
    • Best practices for avoiding unintended overwrites
  3. Updated implementation: ConvertTo-IdleFlattenedIdentity now always removes the Attributes property after promoting keys to top level
  4. Updated tests: All 20 ContextResolver tests passing, verifying Attributes is removed

Copilot AI and others added 2 commits March 2, 2026 20:13
…r Attributes

- Updated AD, EntraID, and Mock provider docs
- Changed "You can access" to "You must access" (direct access only)
- Explicitly state that Attributes hashtable is removed after flattening
- Removed reference to nested path as an alternative

Co-authored-by: blindzero <13959569+blindzero@users.noreply.github.com>
- Separated core reserved properties (IdentityKey, Enabled) from internal metadata (PSTypeName)
- Added concrete example showing what happens with conflicting attribute names
- Clarified that conflicting attribute values are lost during flattening
- Made it explicit which properties prevent attribute promotion

Co-authored-by: blindzero <13959569+blindzero@users.noreply.github.com>
Copilot AI changed the title Flatten Identity.Profile attributes for direct template access Flatten Identity.Profile attributes for direct template access (breaking change: no backward compatibility) Mar 2, 2026
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@copilot reduce length and complexity of context resolver doc. Instead of many examples that diff only slightly, prefer a full example with inline comments to explain attributes and properties and also show optionals as such.

Make sure to check if it was implemented as designed out in the linked issue: context info shall be accessible per provider and per authsession with dot notation within context.
This couldn’t be seen after new plan, only the combined view.

If implemented document this usage in the docs

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Copilot AI commented Mar 2, 2026

@copilot reduce length and complexity of context resolver doc. Instead of many examples that diff only slightly, prefer a full example with inline comments to explain attributes and properties and als...

The current implementation does NOT support per-provider or per-authsession context paths. All resolvers write to fixed predefined paths:

  • IdLE.Identity.ReadRequest.Context.Identity.Profile
  • IdLE.Entitlement.ListRequest.Context.Identity.Entitlements

When multiple resolvers use the same capability, later ones overwrite earlier ones (last-writer-wins), which is documented in the "Multiple Resolvers and Precedence" section.

Should I:

  1. Keep the current behavior and simplify the docs (as requested), OR
  2. Implement per-provider/per-authsession paths (e.g., Request.Context.Identity.Profile.PrimaryAD, Request.Context.Identity.Profile.EntraID) before simplifying docs?

This would be a significant architectural change requiring updates to Get-IdleCapabilityContextPath and the resolver dispatch logic.

…mple

- Replaced multiple similar examples with one comprehensive example featuring inline comments
- Consolidated provider selection and authentication sections
- Simplified identity profile flattening explanation
- Condensed multiple resolvers and precedence section
- Merged troubleshooting and common patterns
- Reduced documentation from 509 to 315 lines (38% reduction)
- All 20 ContextResolver tests passing
- Awaiting clarification on per-provider/per-authsession context path feature request

Co-authored-by: blindzero <13959569+blindzero@users.noreply.github.com>
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@copilot
Requesting changes.

Please treat this as an implementation instruction set for finishing this PR. The core direction is correct, but the PR is not merge-ready yet.

Goal
Bring the PR to a fully consistent and review-ready state for the scoped ContextResolver model from #253.

Scope rules

  • Do not re-introduce the old flat context model.
  • Do not keep legacy path expectations unless explicitly required and documented.
  • Do not move provider-specific fixes into Core.
  • Keep the implementation, tests, examples, and docs fully aligned.

Required work

  1. Fix remaining tests that still use the old flat paths
    Review the full affected test files and update all outdated expectations.

Main files to check:

  • tests/Core/New-IdlePlan.ContextResolvers.Tests.ps1
  • tests/Core/Test-IdleCondition.Tests.ps1

Old paths that must no longer be treated as the normal model:

  • Request.Context.Identity.Profile.*
  • Request.Context.Identity.Entitlements.*
  • ...Profile.Attributes.*

Expected model:

  • canonical source: Request.Context.Providers.<ProviderAlias>.<AuthSessionKey>.<CapabilitySubPath>
  • deterministic views: Request.Context.Views.*
  • runtime alias for condition/precondition evaluation: Request.Context.Current.*

Action:

  • Update assertions, fixtures, and workflow samples in tests.
  • Remove stale flat-path assumptions.
  • Keep tests explicit and readable.
  • Ensure tests cover both provider/auth-scoped access and view access.

Definition of done for this step:

  • No Core tests still rely on the old flat context model as the normal expected shape.
  • Tests clearly validate Providers, Views, and Current.
  1. Clean up all documentation to match the implemented model
    Review and update all affected docs. Remove contradictory or stale guidance.

Main files to check:

  • docs/use/workflows/context-resolver.md
  • docs/use/workflows/conditions.md
  • docs/reference/capabilities.md
  • relevant provider reference docs

Action:

  • Remove examples and wording that still recommend:
    • Request.Context.Identity.Profile.*
    • Request.Context.Identity.Entitlements.*
    • ...Profile.Attributes.*
  • Replace them with the final model:
    • Providers.* = canonical source of resolver output
    • Views.* = simplified deterministic access
    • Current.* = runtime alias for conditions/preconditions only
  • Make sure provider docs describe the correct output location.
  • Make sure capability docs do not describe removed compatibility behavior.

Definition of done for this step:

  • The docs tell one consistent story everywhere.
  • No remaining references suggest the old flat model as the primary usage pattern.
  1. Improve troubleshooting and explain view behavior clearly
    The docs must help users debug path resolution failures.

Action:

  • Add or refine troubleshooting guidance using ConvertTo-Json to inspect resolved request/plan context.
  • Explicitly document view construction and precedence / ordering behavior.
  • Make it easy to understand why a path resolves or does not resolve.
  • Clarify that Current is an execution-time alias, not the canonical persisted resolver output.

Definition of done for this step:

  • Users can inspect actual resolver output and understand path resolution behavior without guessing.
  • View ordering / precedence is documented clearly enough to debug conflicts.
  1. Keep the Entra paging regression fix in the provider layer
    The regression exposed by the resolver changes must remain solved in the provider/adapter layer.

Action:

  • Keep the fix in the Entra provider / adapter implementation.
  • Do not introduce Core-level special handling for this provider issue.
  • Keep or improve the relevant regression tests for missing properties / server-side paging behavior.

Definition of done for this step:

  • The regression remains covered by provider-focused tests.
  • No Core workaround is introduced for a provider-specific problem.
  1. Run a final consistency pass across the PR
    Before re-requesting review, do one full consistency pass.

Check for:

  • stale comments
  • stale examples
  • contradictory terminology
  • references to removed compatibility behavior
  • mismatches between code, tests, and docs

The PR must present exactly one coherent model:

  • scoped provider/auth-session data under Providers
  • deterministic Views
  • runtime alias Current
  • no mixed guidance
  • no accidental legacy wording

Suggested commit order

  1. test(core): align context resolver tests with Providers Views Current model
  2. docs(core): update context resolver and conditions docs for scoped model
  3. docs(reference): remove stale flat-path and Attributes guidance
  4. test(provider): keep Entra paging regression coverage aligned
  5. chore(core): final consistency cleanup for comments examples and wording

Re-request review only after:

  • tests are aligned
  • docs are aligned
  • troubleshooting is updated
  • Entra regression coverage remains correct
  • no stale flat-path guidance remains

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Copilot AI commented Mar 13, 2026

@copilot
Requesting changes.
...

Acknowledged. I'll implement the changes in the suggested commit order:

  1. Fix remaining tests with old flat paths (Request.Context.Identity.* → scoped model with Providers, Views, Current)
  2. Update documentation to remove contradictory guidance
  3. Improve troubleshooting for path resolution
  4. Keep Entra paging regression fix in provider layer
  5. Final consistency pass

Starting with test alignment now.

@copilot
Requesting changes.
...

Progress update - Step 1 partially complete (commit bab5448):

Completed:
✅ Removed attribute flattening (ConvertTo-IdleFlattenedIdentity function)
✅ Invoke-IdleContextResolvers now returns identity as-is with nested Attributes
✅ All 40 ContextResolver tests updated and passing with scoped paths:

  • Providers.Identity.Default.Identity.Profile.Attributes.DisplayName
    ✅ Template substitution test updated to use full scoped paths

In Progress:
🔄 Test-IdleCondition.Tests.ps1 needs mock context structures updated (8/45 tests failing)

  • Paths updated but mock PSCustomObject structures need Views wrapper
  • These are unit tests for condition DSL, not resolver integration tests

Remaining Work (Steps 2-5):

  • Documentation updates (remove flat-path guidance, add scoped model examples)
  • Troubleshooting section for path resolution
  • Verify Entra paging regression fix location
  • Final consistency pass

The core functionality change is complete and validated. Remaining work is test fixtures and documentation alignment. Should I continue with the remaining steps, or would you prefer to review this checkpoint first?

…ontext model

- Remove ConvertTo-IdleFlattenedIdentity function - attributes kept nested under Profile.Attributes
- Update Invoke-IdleContextResolvers to return identity as-is without flattening
- Update New-IdlePlan.ContextResolvers.Tests.ps1 to use scoped paths: Providers.<Alias>.<AuthKey>.Identity.Profile.Attributes.*
- Update template test to use full scoped path with nested Attributes
- All 40 ContextResolver tests now passing
- Partial update to Test-IdleCondition.Tests.ps1 paths (8 tests still failing - need to fix mock context structures)

Co-authored-by: blindzero <13959569+blindzero@users.noreply.github.com>
Copilot AI changed the title Flatten Identity.Profile attributes for direct template access (breaking change: no backward compatibility) Remove attribute flattening to align with scoped ContextResolver model (breaking change) Mar 13, 2026
Copilot AI requested a review from blindzero March 13, 2026 15:37
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@copilot there are still red pester tests

…model

- Added missing closing braces for Views wrappers in mock contexts
- Fixed indentation of Identity objects nested under Views
- Updated condition paths to use Request.Context.Views.Identity.* instead of flat paths
- Simplified Profile paths by removing .Attributes where mock contexts don't have it
- All 45 Condition DSL tests now passing
- All 366 core tests passing

Co-authored-by: blindzero <13959569+blindzero@users.noreply.github.com>
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Copilot AI commented Mar 13, 2026

@copilot there are still red pester tests

Fixed in commit aa520a4. All Pester tests now passing:

  • Fixed Test-IdleCondition.Tests.ps1 mock context structures (added missing closing braces for Views wrappers)
  • Updated condition paths to match the scoped model
  • All 45 Condition DSL tests passing
  • All 366 core tests passing (including 40 ContextResolver tests)

The issue was that the Views wrappers in mock contexts were missing closing braces, and the condition paths needed to be updated to use Request.Context.Views.Identity.* instead of the old flat Request.Context.Identity.* paths.

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I reviewed this again against the current main state and the original problem described in #254.

The bug in #254 was real: template resolution failed for Request.Context.Identity.Profile.DisplayName during plan creation, even though the data was present in the resolver output. (github.com)

However, the implementation direction of this PR is no longer the right long-term solution. PR #258 was built around flattening Identity.Profile.Attributes.* into direct Identity.Profile.* access and explicitly removing the nested Attributes shape as a breaking change. (github.com)

Since then, PR #259 has been merged into main on March 13, 2026 and establishes the new ContextResolver model as the source of truth: provider/auth-scoped namespaces under Request.Context.Providers.*, deterministic Request.Context.Views.*, and the execution-time Request.Context.Current alias. (github.com)

That means the architectural direction from #259 supersedes the flattening approach from #258. In particular, the review notes in #259 already call out that profile attributes are still consumed under ...Identity.Profile.Attributes.<Name> and that docs/examples need to be corrected accordingly instead of continuing the earlier flat-path assumption. (github.com)

Because of that, I do not think #258 should be merged. The remaining useful work is now follow-up cleanup around documentation, examples, troubleshooting, and test coverage to ensure everything consistently reflects the post-#259 model and no stale flattening guidance remains. (github.com)

I close this PR as superseded by #259 and moving any remaining cleanup into a focused follow-up item.

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ContextResolver Identity.Read values not working in EnsureOutOfOffice template substitution

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