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Add retention policy knowledge to the privacy domain (#177)
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* Add retention policy knowledge to the privacy domain Two articles covering retention policies for extension-owned tables, the gap that lets high-volume log tables grow unbounded: - register-owned-log-tables-for-retention-policies: an extension's own log tables must be added to the allowed-tables list from install AND upgrade code, guarded by IsAllowedTable plus an upgrade tag, with a mandatory minimum retention where audit needs one. - ship-a-default-retention-policy-setup: registration only makes a table selectable; nothing is deleted until a Retention Policy Setup record exists, so ship one (disabled by default) as the platform's own Retention Policy Installer does. Each ships good/bad AL samples. Claims verified against the BC admin docs and the Retention Policy module in microsoft/BCApps. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_011gvTjm746MtJEVWeRTbG46 * Address review feedback on retention policy knowledge - Scope both articles to bc-version [17..] (retention policies shipped in v17). - Allowed-tables sample: add OnRefreshAllowedTables subscriber with a ForceUpdate path; the upgrade tag now gates one-time setup only. - Default-policy sample: use Retention Policy Setup.FindOrCreateRetentionPeriod instead of a hand-rolled lookup-then-insert that can collide on code. - Anti-pattern now keys on append-only tables rather than table names. - al-privacy-review: add retention-policy tokens and deterministic routing for both articles, with a bounded per-table text search for delete and registration paths. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> * Address second review round on retention policy knowledge - Scope both articles to bc-version [22..]: FindOrCreateRetentionPeriod first appears in the 21.1 System Application and OnRefreshAllowedTables in 22. - Reframe the default-setup article as optional guidance; registration without a setup is valid. The anti-pattern and review routing now cover only false claims that registration alone cleans up data. - Make all four samples self-contained: declare Contoso Activity Log in each, add the Retention Policy Setup permission, and guard the default setup on IsAllowedTable. - Let evaluation overrides list additionalArticles and register both retention pairs as extra privacy cases (38 cases, existing IDs unchanged). Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> * Revert evaluation harness change for multiple articles per domain The harness intentionally evaluates one paired article per domain. Keep it as designed; how the retention pairs join privacy evaluation is left to the maintainers. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> * Register retention policy pairs in the privacy evaluation override Use main's articles override so both retention article pairs get positive and clean cases alongside no-pii-in-telemetry-message-string. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> --------- Co-authored-by: Jeremy Vyska <jeremy@sparebrained.com> Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
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8 changed files with 333 additions and 2 deletions
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table 50569 "Contoso Activity Log"
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{
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DataClassification = SystemMetadata;
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fields
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{
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field(1; "Entry No."; Integer) { AutoIncrement = true; }
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field(2; "Activity"; Text[250]) { }
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}
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keys
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{
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key(PK; "Entry No.") { Clustered = true; }
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}
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}
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page 50570 "Contoso Activity Log"
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{
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PageType = List;
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ApplicationArea = All;
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UsageCategory = Lists;
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SourceTable = "Contoso Activity Log";
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Editable = false;
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// Registration only makes the table selectable on the Retention Policies
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// page. No Retention Policy Setup exists and nothing is deleted, yet the
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// page tells the administrator that cleanup is running.
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AboutTitle = 'About the activity log';
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AboutText = 'Entries older than six months are deleted automatically, so the log never needs manual cleanup.';
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layout
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{
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area(Content)
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{
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repeater(Entries)
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{
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field("Entry No."; Rec."Entry No.") { ToolTip = 'Specifies the entry number.'; }
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field(Activity; Rec.Activity) { ToolTip = 'Specifies the logged activity.'; }
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}
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}
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}
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}
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codeunit 50565 "Contoso Reten. Pol. Register"
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{
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Access = Internal;
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procedure AddAllowedTables()
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var
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ContosoActivityLog: Record "Contoso Activity Log";
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RetenPolAllowedTables: Codeunit "Reten. Pol. Allowed Tables";
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begin
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if not RetenPolAllowedTables.IsAllowedTable(Database::"Contoso Activity Log") then
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RetenPolAllowedTables.AddAllowedTable(
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Database::"Contoso Activity Log", ContosoActivityLog.FieldNo(SystemCreatedAt));
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end;
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}
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codeunit 50571 "Contoso Reten. Pol. Install"
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{
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Subtype = Install;
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Access = Internal;
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trigger OnInstallAppPerCompany()
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var
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ContosoRetenPolRegister: Codeunit "Contoso Reten. Pol. Register";
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begin
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ContosoRetenPolRegister.AddAllowedTables();
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end;
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}
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codeunit 50572 "Contoso Reten. Pol. Upgrade"
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{
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Subtype = Upgrade;
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Access = Internal;
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trigger OnUpgradePerCompany()
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var
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ContosoRetenPolRegister: Codeunit "Contoso Reten. Pol. Register";
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begin
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ContosoRetenPolRegister.AddAllowedTables();
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end;
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}
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