Purchase flow: name -> placeholder -> configure via the shipped PlanConfigurator
-> Paddle overlay with custom_data -> paste install UUID to link and issue.
lineItemsFor mirrors the Go catalogue.LineItems/billable exactly (base included
in exactly one place). ManageBillingButton opens the hosted portal. Paddle token
and env are baked into the build, never fetched.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
sweepAwaitingLink chases paid-but-unlinked self-hosted placeholders at 24h/72h.
claimPlaceholderLink rewrites a placeholder's identity to the install's real
UUID, re-points the subscription, and issues from it — linking and claiming are
one call because the payment already happened. staffBillingHealth surfaces
failed webhook handlers and unlinked paid placeholders.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
created/updated/activated fold into 'make the world match current state', so
out-of-order delivery is correct by construction. A confirmed subscription
promotes desired->granted and signs from granted only. Cancel and past-due touch
only status; the licence runs to expiry. IssueForInstance backstops a
self-hosted placeholder that is linked after payment.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Client is a thin REST client (net/http) rather than the vendor SDK: the surface
we need is two calls, and a hand-rolled client has no version-drift risk and no
dependency in go.sum. All Paddle wire shapes live only in http.go.
PADDLE_API_KEY and PADDLE_WEBHOOK_SECRET are boot-required — an unverified
webhook endpoint is one anyone can issue licences through. paddle_events carries
a unique index on event_id for webhook idempotency.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Boot ran SeedPlans before Backfill, so the fresh (self_hosted, professional)
seed row was inserted before pass 3 tried to rename the legacy self_hosted TIER
row into it — colliding on deployment_tier_unique and failing boot.
The plan re-key moves to MigrateLegacyPlans, called before SeedPlans so the
rename lands first and the seed no-ops on it. It is also self-healing: on a
database a crashed boot already seeded (self_hosted, professional) into, the
legacy row can no longer be renamed onto it, so it is dropped instead — its
instances are re-tiered and re-entitled from the surviving professional row.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Implements spec 7 tasks 2-10 on top of the six-plan payload from task 1.
Admin: plans re-keyed on (deployment, tier); new catalogue collection holds
every Paddle price ID (one row per priceable component); new entitlements
collection holds desired beside granted. admin/internal/catalogue owns both
folds — entitlement to licence limits, and entitlement to Paddle line items —
so the base allowance is subtracted in exactly one place. licensing.Issue now
snapshots the instance's granted entitlement, never desired. Free is enforced
per account AND deployment. Staff endpoints for plans, catalogue and
entitlements; Free self-hosted can be claimed and renewed on its annual term;
the reaper stays cloud-only.
Server: enforces the monitor cap, audit-log retention (daily sweep, skips
Unlimited and lapsed instances), and gates the OIDC callback. Unset limits are
filled from the seed plan at the single decode site so old blobs never read as
zero.
Frontends: adminsite gains a catalogue price-ID editor, six-plan allowance
screen, and a catalogue-driven PlanConfigurator mounted on the staff instance
page. web shows monitors, audit retention and support level on the licence page.
Docs: CLAUDE.md, spec index and plan 5 preamble updated.
Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Existing cloud instances get licensed by hand through the admin UI instead of
an automated backfill. That needs POST /api/staff/instances, which nothing else
provided — without it there is no way to attach an existing cloud instance to
an account.
go build inside the Docker image runs outside the workspace, so server/go.sum
needed the hyperboloide/lk entry that GOWORK resolution was supplying locally.
Caught by the image build, not by go build.
Monitor execution and the workflow runner are deliberately unguarded: billing
state must not take away a customer's ability to know their infrastructure is
on fire, and killing a run midway leaves a half-configured server.
The plan called for a server-limit check in gRPC Register. Left out: a server
row only comes from CreateServer, which already checks the cap, so counting in
Register counts the caller itself and would reject a legitimate agent at
exactly the cap.
RequireActiveLicense is mounted on the /api group so new routes are gated by
where they live. GET /api/servers/new is named explicitly: it mints a
pre-registration token, so it mutates despite the method.
hyperboloide/lk signs with ECDSA P-384 and SHA-256, not ed25519, and encodes
keys as base32 rather than hex. Probed in task 1 of the licensing-core plan.
Design is unaffected — only the prose was wrong.
Probed the library before building against it. Two corrections to plan 1:
- PublicKey.ToB32String() returns one value, not (string, error)
- The scheme is ECDSA P-384 with SHA-256, not ed25519 as the spec and plan
claim. Design is unaffected; the prose needs fixing.
- 2026-07-24-licensing-core.md: 7 tasks. lk payload, offline verify, the
trusted key slice, the noSign build tag, and lkctl for issuing by hand.
- 2026-07-24-instance-licensing.md: 10 tasks. Licence on the instance
document, cached runtime state, deny-by-default mutation gate, feature
gates, service-layer limits, settings UI, and migration 0005 to
grandfather existing cloud instances.
Plan 2 opens by finishing the Org to Instance rename: 18 private identifiers
survived plan 0b's sweep. Nothing functional, but the file that gains the
licence cache is one of the two still carrying the old names.
Spec index updated with plan links and shipped status.
Shared Go module extraction (spec 0a) and the Org to Instance rename (spec 0b).
- shared/ module holds the documents and provisioning rules the control plane
and sitesvc both write; sitesvc's hand-copied duplicates are deleted
- Org becomes Instance everywhere, including the org_id field on all 17
tenant-scoped collections, via migration 0004_org_to_instance
- cmd/rename-rollback reverses the migration
- Go images now build from the repo root so the replace directive resolves
Migration verified against a seeded legacy fixture: lossless, tenant-isolated,
idempotent, resumable and reversible. NOT yet rehearsed against a production
snapshot, which plan 0b requires before deploying.
Two defects found by running migration 0004 against a seeded legacy database.
A unique index on org_id treats a missing org_id as null. Renaming the field
strips it, so the second document collided and the whole update failed:
E11000 duplicate key error collection: instance_oidc index: org_id_1
dup key: { org_id: null }
The index cleanup therefore has to run BEFORE the field rename, not after.
rename-rollback needs the symmetric step for instance_id, or reverting hits
the same wall.
The detection also silently matched nothing: the driver decodes an index key
document as bson.D, not bson.M, so the type assertion always failed and no
index was ever dropped. IndexKeyedOn now handles both.
The signup form now posts instance_name, matching sitesvc.
Also restores site/next-env.d.ts. Its /// <reference> directives had been
stripped, which removed the Next.js type environment and failed the build
with "Cannot find name 'Promise'". Same cause as the agent's missing build
constraint.
The signup form's JSON field becomes instance_name, and the pending-signup
document field with it. That collection is sitesvc-private and expires after
24 hours, so no migration is needed, but in-flight signups written before the
deploy will fail verification.
Adds migration 0004_org_to_instance, the ScopedCollections list, the
AssertNoScopedCollectionMissed boot check, and moves EnsureAuthIndexes into
its own file.
Two ordering constraints the rename exposed, both now enforced and commented:
- 0004 must run BEFORE EnsureAuthIndexes. The index builder creates
instances.slug, which would create an empty instances collection and make
0004 refuse to rename orgs onto an existing target.
- Migrations 0001 to 0003 run BEFORE 0004 and still read and write org_id, so
they use a private legacyOrg struct rather than shared/models.
Unrelated to the shared module work; pre-existing on main.
"_other" is not a GOOS suffix, so without the constraint this file compiled
on Linux alongside collect_linux.go and redeclared collect. Linux agent
builds failed, which agent-release.yml depends on.
Also pins the explicit shared require in both go.mod files. `go mod tidy`
in workspace mode drops it, which breaks the Docker build where no
workspace exists.
- 2026-07-24-shared-module.md: 8 tasks, extract the shared Go module
- 2026-07-24-instance-rename.md: 9 tasks, Org -> Instance including the
database field, with migration 0004 and a rollback command
No automated tests per instruction; verification is by compiler, grep, and
manual end-to-end plus production-snapshot rehearsal. Spec testing sections
updated to match.
Converts Vantage from a single-admin self-hosted app into a multi-tenant
SaaS. Org isolation is org_id row-scoping in one shared deployment and
database; each org gets a subdomain via wildcard DNS, but the hostname is
a routing hint and never an authorization boundary.
- Orgs, users and roles (owner|admin|member) with local password auth,
first-run bootstrap, and per-org OIDC replacing the global provider
- Redis sessions carrying org and role; host/session mismatch guard
- Every tenant-scoped collection carries org_id; handlers take org from
the session only, never from client input
- Agent gRPC path resolves org from the servers record, so agent configs
and the shared gRPC host are unchanged
- Per-org settings and ESO read token, replacing global singletons
- Frontend: login, setup and org settings pages; org-aware AuthProvider
- Migrations 0001-0003 backfill an existing single-tenant instance
Reviewed per task plus a whole-branch and a migration-focused pass.
The spec named the audit collection "audit" and the channels collection
"channels"; the code uses audit_logs and notification_channels. The
migration followed the spec, which is how it came to backfill two
collections that do not exist.
Two failures found by tracing the migration path against a real upgrade.
Bootstrap orphaned the entire dataset. On upgrade, 0001 creates the
Default org and stamps every legacy document with it, but the instance
has no users, so the operator must run /auth/bootstrap to get in — and
that unconditionally created a SECOND org and put the owner in it. Every
org-scoped read then filtered on the new org, so the operator would log
into an empty Vantage while all their data sat under "default". Nothing
errored and agents kept syncing, so it presented as total data loss.
Bootstrap now adopts the sole existing org, renaming and re-slugging it,
and only creates one when no org exists. More than one org with no users
is refused rather than guessed.
Fresh installs crash-looped. Nothing creates the settings collection
before EnsureSettingsIndexes, so DropOne returned NamespaceNotFound (26),
isIndexNotFound matched only IndexNotFound (27), and that check is fatal.
The same early return also skipped index creation in the secrets and
workflow ensures.
Also: only insert the backfill org on ErrNoDocuments, so a transient read
error can't race the fatal unique slug index; run 0002 before 0003 so the
settings migration can't be pushed into its ambiguous branch; fail 0002's
ambiguous case with a remedy instead of continuing into a fatal index
build; and skip non-string ids in the owner backfill rather than aborting.
Findings from the final whole-branch review.
- scopedCollections named "audit" and "channels", but the code writes to
audit_logs and notification_channels. On upgrade from single-tenant,
legacy audit events and channels would never get org_id, becoming
invisible to org-filtered reads while channels silently stopped firing
— and the detection loop counted the wrong names, so the 0001 marker
could be written having migrated nothing. Names fixed, plus migration
0003 so an incorrectly-migrated instance converges with a fresh one.
- EnsureAuthIndexes failure is now fatal. GetUserByEmail is unscoped and
the OIDC cross-org guard compares against whichever duplicate Mongo
returns first, so users.email uniqueness is a security invariant, and a
legacy collection with duplicate emails is the realistic upgrade case.
- Evict the per-org OIDC provider cache on save; rotating away from a
compromised IdP previously had no effect until restart.
- Build the oauth2 config per request instead of mutating a shared cached
pointer outside the mutex, which raced on RedirectURL between
concurrent logins for the same org.
- Stamp org_id on console_sessions, incidents and monitor_rollups, the
last collections with no tenant column. 0003 derives their org from the
owning server/monitor rather than defaulting, so one org's console
history and incident timeline cannot merge into another's.
- Seed default steps when an org is created, not only at boot.
- Reject an empty session OrgID at the middleware.
- Derive the app root label from APP_ROOT_LABEL instead of hardcoding
"vantage", which silently disabled the host guard off that domain.
- Stop caching negative slug lookups, so a new org's subdomain resolves
immediately.
Security review of e70b2f0. The UI gating was correctly backed by
RequireRole everywhere; these are the missing validation gaps behind it.
- UpdateUserRole and createOrgUser accepted any role string verbatim, so
an admin could self-promote to owner, create an owner outright, or set
a junk role that silently stripped a user's access. Roles are now
whitelisted, only an owner may grant or remove the owner role, and an
actor cannot change their own.
- Neither demote nor delete guarded the last owner, so an org could reach
zero owners. Both now refuse when no owner would remain, returning 409.
Self-delete rejected.
- CountUsers counted across all orgs, so a locked-out org could never
re-bootstrap once another tenant existed, and the unauthenticated
bootstrap-status endpoint reported instance-wide state. It now answers
per-org on an org host, falling back to global only on the apex.
- HandleMe repeats the middleware's host/org check; it sits outside the
middleware so it can still return its own 401.
- Post-bootstrap now sends the new owner to their org host's login page.
The session cookie is deliberately scoped to the exact host, so the old
redirect landed them unauthenticated.
- AuthProvider renders an error state instead of mounting the shell with
a null user when /auth/me fails for a reason other than 401.
- api.ts unwraps {"error": ...} so these messages render as text.
- Route group (app) holds AuthProvider + Sidebar, so /login and /setup
render without app chrome and never mount the provider.
- AuthProvider drops the removed auth_enabled flag and exposes
{user, org, isAdmin}.
- New login page (password + SSO), first-run setup page, and org settings
page with a members table and the OIDC provider form.
- Settings page and the Organization nav entry are gated on role, since
/api/settings now 403s for members.
- GET /api/org/oidc gains client_secret_set so the UI can show whether a
secret is stored; the secret itself is still never serialized, and an
empty submitted value still means "keep the stored one".
- Fix logout: the sidebar linked to /auth/logout with a GET, but the route
is POST-only, so logout was 404ing.
Review hardening on e2f5f1f. None of these were live bypasses; all were
one bad row or one new caller away from becoming one.
- Replace the empty-orgID sentinel with explicit scheduler entry points.
The sentinel meant "skip the org check" and was keyed on a value read
from a DB record on the agent path, so a server doc with a blank org_id
would silently disable isolation. The exported agent-facing functions
now reject an empty orgID outright.
- ValidateAgentToken errors when the resolved server has no org.
- UpdateMonitor's runner and channel_ids type assertions were fail-open:
a wrong-typed value skipped validation while the $set still ran. Now a
hard error.
- Normalise an empty runner on update to the server runner, matching
create. Previously it matched no runner at all, so the monitor silently
stopped being checked and stopped alerting.
- IngestResult returns an error for an unknown monitor, so probing an
unknown ID looks the same as probing a foreign one.
Two instances of the branch's recurring bug class remained in the agent
path: a client-supplied ID accepted as data, then consumed by an
unscoped query.
- ListMonitorsForRunner filtered on `runner` alone, and `runner` is set
by the client on monitor create/update. Org A could point a monitor at
org B's server_id and org B's agent would fetch and execute the check.
Now org-filtered, and `runner` is validated against the caller's org on
create and update.
- IngestResult resolved the monitor via the unfiltered getMonitorByID
using a monitor_id from the agent's request body, letting org A's agent
write state and incidents into org B's monitor and fire its channels.
Now rejects on org mismatch and on a monitor not assigned to the
reporting agent.
The in-process scheduler passes an empty orgID as a documented sentinel
for the cross-org server-run sweep.
Install script still emits a single shared GRPC_HOST; the agent path
resolves org from the server record, never from a hostname.
Review follow-ups on e5363a6:
- MigrateSettingsOrg no longer guesses via the "default" slug. One org
means stamp that org; zero orgs means synthesise Default; more than
one means leave it alone and log, since guessing would hand one org
another's SMTP config and ESO token.
- EnsureSettingsIndexes failure is now fatal. Without the unique index
on org_id, GetSettings returns an arbitrary duplicate; without the one
on the token hash, ResolveSecretsReadToken picks an arbitrary org.
- Name the token-hash index explicitly so it stops colliding with the
legacy name DropOne targets, and exclude the empty string from the
partial filter.
- Log retention: distinguish a missing run doc from a Mongo error, so a
transient failure skips the directory rather than purging it at the
30-day default.
- Offline sweep: fresh context per org, log-and-continue on a per-org
error, plus a final pass for servers whose org no longer exists.
- ESO handler 401s on an empty token-derived org rather than querying
org_id "".
The settings collection was a single global document, so every org
shared one SMTP config, alert config, retention policy and ESO read
token. GetSecretGroupDecryptedAny then flattened every org's secrets
for a group into one map, meaning any tenant's token read every
tenant's secrets.
- settings gains org_id; GetSettings/SaveSettings/RotateSecretsReadToken/
GetWorkflowLogRetentionDays all take orgID
- VerifySecretsReadToken replaced by ResolveSecretsReadToken, which
resolves the org from the presented token's hash; the ESO endpoint
derives its org from the token rather than a session, since it is
called machine-to-machine
- GetSecretGroupDecryptedAny deleted in favour of the org-scoped variant
- settings and token-rotation routes now require owner/admin
- offline sweep and log retention resolve org per server / per run
- migration 0002 stamps the legacy settings doc with the default org
Note: /api/settings now 403s for members; the web settings page needs a
matching role check.
Review of the org-scoping pass found that org_id on a query filter
protects the row you look up, but does nothing when a handler accepts a
foreign resource ID as data and a downstream unscoped query consumes it.
- AssignKey: verify key and server both belong to the org
- BuildAuthorizedKeys: resolve server first, scope assignments and keys
to that server's org (was honouring foreign assignment rows)
- Workflows: validate TargetServerIDs on create/update and re-check at
trigger time
- Monitor incidents/uptime handlers: gate on org-scoped GetMonitor
- GetChannels: take orgID; validate channel_ids on monitor create/update
- Secret and default-step unique indexes: scope to org_id so a second
org no longer hits E11000
- DeleteServer/DeleteMonitor: scope cascading deletes
mrhid6
