assign-offline-profile

Shared instructions: shared-instructions.md — read first.

References:

• offline-profile-schema.md — usermobileofflineprofilemembership / teammobileofflineprofilemembership entity field map
• dataverse-offline-api.md — Web API recipe (§12 — membership POSTs)

Assign Offline Profile

Bind one or more users and/or teams to an existing Mobile Offline Profile. Without this step, the profile exists in Dataverse but is unbound — no one's app actually uses it for offline sync.

Per the maker portal's UX (the "Assign profile to user" dialog under env settings), this is a separate operation from profile creation. Many users hit "I created the profile but offline still doesn't work" — the missing piece is membership.

Before project reads or commands, apply app-working-directory.md. Resolve one absolute working_dir for a direct call or require the child invocation's owner root. Keep every shell/file operation, referenced recipe, and retry on that root and the selected environment/tenant; missing or conflicting context is NEEDS_CONTEXT. File tools use <working_dir>/.... Planning-phase calls may discover and propose the membership diff but must return before the confirmation gate, POST/DELETE, or artifact updates.

Workflow

1. Verify project + locate profile → 2. Pick users/teams → 3. Discover existing memberships → 4. Confirm diff (single gate) → 5. POST memberships → 6. Verify → 7. Summary

---

Step 1 — Verify project + locate profile

cd -- '<working_dir>' || { echo "BLOCKED: cannot enter working_dir" >&2; exit 1; }
environment_id=$(node -p "require('./power.config.json').environmentId || ''") || {
  echo "BLOCKED: unreadable power.config.json" >&2; exit 1;
}
if [ -z "$environment_id" ]; then
  echo "NEEDS_CONTEXT: selected app has no environmentId" >&2; exit 1;
fi
node "${PLUGIN_ROOT}/scripts/resolve-environment.js" "$environment_id" --no-cache --require-tenant

Capture <envUrl> and <tenantId> and require them to match any supplied owner identity. Pass --tenant-id "<tenantId>" on every Dataverse request, including profile lookup, WhoAmI, membership discovery, mutation, readback, and retries.

Profile ID resolution (in order):

Source	Used when
$ARGUMENTS contains --profile-id <guid>	Explicit override
$ARGUMENTS contains --profile-name <name>	Resolve via GET /mobileofflineprofiles?$filter=name eq '<name>'&$select=mobileofflineprofileid
<working_dir>/offline-profile.json	Read top-level profileId field
Otherwise	GET /mobileofflineprofiles and present AskUserQuestion with the list (max 4 options)

STOP if no profile can be resolved. Print: Run /setup-offline-profile first, or pass --profile-id.

power.config.json is intentionally NOT consulted here. That file is owned by pa app init. The profile ID lives in offline-profile.json only.

Step 2 — Pick users/teams

$ARGUMENTS parsing:

Flag	Effect
--user <upn> (repeatable)	Add specific user(s) by UPN ([email protected])
--team <name> (repeatable)	Add specific team(s) by name
--me	Add the current Dataverse user from WhoAmI / systemusers(<UserId>) — useful for solo dev demos
--all-app-users	Add every user with System User role in the current env (broad; intended for prod rollout — confirm at gate)
--unassign-user <upn> / --unassign-team <name>	Remove an existing membership rather than add

If no flags passed, present AskUserQuestion:

Question: "Who should receive this offline profile?"

Options (max 4):

• Just me (the current user) — equivalent to --me
• Pick specific users by UPN — you reply with comma-separated emails in the next message
• Pick a team — list env's teams and pick one
• All users with System User role — equivalent to --all-app-users; broad scope, confirm at gate

For pick-users flow: after the choice, print:

"Reply with comma-separated UPNs (e.g. [email protected], [email protected])"

Then read the next user message and parse.

Step 3 — Discover existing memberships

Telemetry checkpoint: discover_offline_profile_memberships

For idempotency:

cd -- '<working_dir>' || { echo "BLOCKED: cannot enter working_dir" >&2; exit 1; }
# Existing user memberships for this profile
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> GET \
  "usermobileofflineprofilememberships?\$filter=_mobileofflineprofileid_value eq <profileId>&\$select=usermobileofflineprofilemembershipid,_systemuserid_value&\$expand=systemuserid_systemuser(\$select=domainname)" \
  --tenant-id "<tenantId>"

# Existing team memberships for this profile
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> GET \
  "teammobileofflineprofilememberships?\$filter=_mobileofflineprofileid_value eq <profileId>&\$select=teammobileofflineprofilemembershipid,_teamid_value&\$expand=teamid_team(\$select=name)" \
  --tenant-id "<tenantId>"

Build the set of already-bound UPNs and team names.

For each candidate user/team from Step 2, look up their systemuserid / teamid (skip if already in already-bound):

cd -- '<working_dir>' || { echo "BLOCKED: cannot enter working_dir" >&2; exit 1; }
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> GET \
  "systemusers?\$filter=domainname eq '<upn>'&\$select=systemuserid,fullname,domainname&\$top=1" \
  --tenant-id "<tenantId>"

node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> GET \
  "teams?\$filter=name eq '<team-name>' and teamtype eq 0&\$select=teamid,name&\$top=1" --tenant-id "<tenantId>"

(teamtype eq 0 excludes Access Teams and Owner Teams — only Manage Teams get profile assignments.)

Construct three lists:

• to_add — resolved IDs to POST
• to_remove — resolved IDs to DELETE (from --unassign-* flags)
• not_found — UPNs/team-names that didn't resolve (warn)
• already_bound — skipped no-ops

Step 4 — Confirm diff (single gate)

Telemetry checkpoint: confirm_offline_profile_assignment_diff

AskUserQuestion:

Question header: Confirm membership changes

Question body:

Profile: <name> (<profileId>)

Will ADD:
  - User: [email protected] (Rahul Bansal)
  - User: charanma@... (Charan Mahankali)
  - Team: Field Service RMs (12 members)

Will REMOVE:
  (none)

Already bound (skipping):
  - User: admin@... (no-op)

Could not resolve:
  - [email protected] — not in this env's system users

Proceed?

Options:

• Proceed
• Cancel

Step 5 — POST memberships

Telemetry checkpoint: assign_offline_profile_memberships

For each in to_add, POST sequentially (parallel POSTs occasionally return 429):

User membership:

cd -- '<working_dir>' || { echo "BLOCKED: cannot enter working_dir" >&2; exit 1; }
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> POST \
  "usermobileofflineprofilememberships" \
  --tenant-id "<tenantId>" \
  --body '{
    "[email protected]": "/mobileofflineprofiles(<profileId>)",
    "[email protected]": "/systemusers(<systemuserid>)"
  }' \
  --include-headers

Expected 204 with OData-EntityId → capture membership GUID.

Team membership:

cd -- '<working_dir>' || { echo "BLOCKED: cannot enter working_dir" >&2; exit 1; }
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> POST \
  "teammobileofflineprofilememberships" \
  --tenant-id "<tenantId>" \
  --body '{
    "[email protected]": "/mobileofflineprofiles(<profileId>)",
    "[email protected]": "/teams(<teamid>)"
  }' \
  --include-headers

For each in to_remove, DELETE:

cd -- '<working_dir>' || { echo "BLOCKED: cannot enter working_dir" >&2; exit 1; }
node "${PLUGIN_ROOT}/scripts/dataverse-request.js" <envUrl> DELETE \
  "usermobileofflineprofilememberships(<membershipid>)" --tenant-id "<tenantId>"

⚠️ Duplicate handling: POSTing a membership that already exists returns 409 Conflict. The dataverse-request.js wrapper's looksLikeDuplicate rescue treats this as silent success (the Step 3 dedup should catch most cases first). Re-runs are safe.

Step 6 — Verify

Telemetry checkpoint: verify_offline_profile_memberships

Re-query memberships from Step 3 and assert the diff applied:

• Every to_add now appears in the GET response
• Every to_remove no longer appears

If the verification disagrees, return BLOCKED: membership writes did not commit and print the discrepancy.

Step 7 — Summary

Print:

✓ Membership updates applied.

  Profile      : <name>
  Total members: <N users + M teams>
  Added        : <list>
  Removed      : <list>
  Skipped      : <list> (already bound)

Users will receive the profile on their next mobile app sign-in. Existing
sessions need to sign out + sign in to trigger the profile pull.

Update memory-bank.md ## Offline profile block:

membership:
  users: [rahul@..., charanma@...]
  teams: [Field Service RMs]
  lastAssignedAt: 2026-05-19T...

Status code (final line)

• DONE — every requested add/remove applied; verify confirmed
• DONE_WITH_CONCERNS: <list> — some UPNs/teams could not be resolved, or --all-app-users matched 0 users (env may not have the role granted yet)
• NEEDS_CONTEXT: <missing> — couldn't determine profileId (no offline-profile.json, no --profile flags, no profiles in env)
• BLOCKED: <reason> — auth failure, profile not found in env, or verification disagreement

Failure recovery

Memberships are individually committed (no transaction). If Step 5 fails mid-loop:

• Partially-added memberships remain (visible in env)
• Re-running with the same arguments is idempotent (Step 3 dedup catches what's already bound)
• Use --unassign-* to undo specific bindings if needed