# Session Expiration Policy — Design & Implementation Plan

**Date:** 2026-05-13
**Owner:** Michael Chihlas
**Status:** Draft — pending review
**Related issue:** none yet (file after plan approval)

---

## 1. Problem

Today, once a user logs in to ResolutionFlow, they effectively stay logged in forever:

- Access token: 5 minutes — fine.
- Refresh token: 7 days, with JTI rotation. Every `/auth/refresh` mints a fresh 7-day window and revokes the old JTI.
- Frontend stores both in `localStorage`; Axios interceptor silently refreshes on every 401.

Net effect: a **sliding 7-day session with no absolute cap**. As long as a user opens the app at least once a week, the refresh token rolls forward indefinitely. There is no enforced re-authentication, no idle-timeout cap, no maximum session lifetime — and no per-account control for MSP owners whose customers may demand stricter security.

This was acceptable for pilot but is **not acceptable for self-serve launch**:

- MSP buyers' SOC2 / cyber-insurance auditors routinely require enforced session timeouts.
- A stolen device with an unlocked browser hands an attacker indefinite access.
- Owners of paying accounts expect to be able to set policy for their members.

## 2. Goals

1. **System-level absolute cap** — no session can exceed N days regardless of activity.
2. **Idle cap** — sessions inactive for N days must require re-login.
3. **Per-account owner override** — account owners can tighten or (within sysadmin-imposed ceilings) loosen the policy for their account.
4. **Graceful UX** — users get warned before forced re-login; rotation continues to be silent within the active window.
5. **Backward-compatible rollout** — existing refresh tokens are grandfathered for one rotation, not invalidated at deploy.

## 3. Non-goals

- Multi-device session management (revoke individual devices). Tracked separately; out of scope here.
- "Remember this device" / trusted device list. Out of scope.
- Per-user (vs per-account) overrides. Out of scope.
- Re-auth on sensitive action (step-up auth). Out of scope.
- Annual review of session policy (analytics dashboards). Out of scope.

## 4. Design

### 4.1 Two windows, both enforced

| Window | Default | Meaning |
|---|---|---|
| **Idle** | 3 days | Maximum time between `/auth/refresh` calls. Rotation extends this window. |
| **Absolute** | 14 days | Hard cap from original login (`auth_time`). Rotation does **not** extend this. |

The shorter of the two governs: a token is valid only if `now < min(idle_exp, auth_time + absolute_max)`.

### 4.2 JWT payload changes

Refresh-token JWT today (`backend/app/core/security.py:36`):
```json
{ "sub": "<user_id>", "type": "refresh", "jti": "<uuid>", "exp": <idle_exp> }
```

New refresh-token JWT:
```json
{
  "sub": "<user_id>",
  "type": "refresh",
  "jti": "<uuid>",
  "exp": <idle_exp>,            // unchanged semantics, now = idle window
  "auth_time": <login_unix_ts>, // original login (Unix seconds); NOT reset on rotation
  "idle_max": <idle_seconds>,   // captured at login (account policy snapshot, seconds)
  "abs_max": <abs_seconds>      // captured at login (account policy snapshot, seconds)
}
```

**Unit convention (single source of truth):**

| Surface | Unit | Why |
|---|---|---|
| `Settings.SESSION_*_MINUTES`, `accounts.session_*_minutes`, PATCH `/accounts/me/security` request/response, frontend form inputs | **minutes** | Human-readable, matches the column names, what owners actually edit |
| `idle_max`, `abs_max` inside the refresh JWT, `auth_time` | **seconds (Unix)** | Lets `auth_time + abs_max` be direct Unix math against `int(time.time())` with no conversion at check time |
| `idle_expires_at`, `absolute_expires_at` on API responses, `useAuthSessionExpiry` hook | **ISO 8601 UTC strings** | Matches the rest of the API surface (`DateTime(timezone=True)` everywhere) |

`resolve_session_policy(account)` (see §4.4) returns minutes; the `_mint_session_tokens` helper multiplies by 60 once when stamping the JWT. That's the only place the conversion happens.

Why snapshot `idle_max`/`abs_max` into the JWT instead of looking up the account policy on every refresh? Two reasons:

- Refresh path stays DB-cheap (one query, not two).
- If an owner tightens the policy after a user has logged in, the user's existing session continues under the policy in effect at login — fairer UX, matches what Okta and Microsoft do. New logins pick up the tightened policy.

Counter-consideration: if an owner *loosens* policy, existing sessions stay tight until next login. Acceptable; users won't notice. The owner-tightens case (security event) is the one that matters, and a kill-all-sessions admin button covers that scenario (out of scope here — log an issue).

### 4.3 Per-account policy storage

New columns on `accounts`:

| Column | Type | Nullable | Meaning |
|---|---|---|---|
| `session_idle_minutes` | `Integer` | yes | NULL = use system default |
| `session_absolute_minutes` | `Integer` | yes | NULL = use system default |

Minutes (not days) so admins can configure shorter windows for high-security tenants if needed. Stored as Integer to match existing pattern; conversion to `timedelta` happens at use site.

System-imposed bounds (in `Settings`, environment-overridable):

| Setting | Default | Floor | Ceiling |
|---|---|---|---|
| `SESSION_IDLE_MINUTES_DEFAULT` | 4320 (3d) | n/a | n/a |
| `SESSION_ABSOLUTE_MINUTES_DEFAULT` | 20160 (14d) | n/a | n/a |
| `SESSION_IDLE_MINUTES_MIN` | 15 | hard floor | account override cannot go below |
| `SESSION_IDLE_MINUTES_MAX` | 43200 (30d) | account override cannot go above | |
| `SESSION_ABSOLUTE_MINUTES_MIN` | 60 (1h) | hard floor | |
| `SESSION_ABSOLUTE_MINUTES_MAX` | 129600 (90d) | account override cannot go above | |

Plus invariant: an account's *effective* idle window must not exceed its *effective* absolute window. Enforcement is layered:

- **App-level (PATCH endpoint, authoritative):** before writing the row, resolve both effective values (`override ?? system_default`) and reject when effective idle > effective absolute. This is the only place that knows the current system defaults, so it's the only place that can catch a partial-override hole like `session_idle_minutes=43200, session_absolute_minutes=NULL` when the system absolute default is 20160.
- **DB CHECK constraint (defense in depth, narrower):** `session_idle_minutes IS NULL OR session_absolute_minutes IS NULL OR session_idle_minutes <= session_absolute_minutes`. This only catches the both-set case; the partial-override case is intentionally outside the DB's reach because the DB can't see `Settings`. Document this in a comment on the constraint.

Alternative considered: require both columns to be NULL or both set (XOR-with-NULL). Rejected because it forces an owner who only wants to override idle to also re-declare the absolute window, which leaks the system default into account data and makes the system default harder to evolve later.

### 4.4 Resolution function

```python
# backend/app/core/security.py
def resolve_session_policy(account: Account) -> tuple[int, int]:
    """Return (idle_minutes, absolute_minutes) for an account, applying defaults."""
    idle = account.session_idle_minutes or settings.SESSION_IDLE_MINUTES_DEFAULT
    abs_ = account.session_absolute_minutes or settings.SESSION_ABSOLUTE_MINUTES_DEFAULT
    return idle, abs_
```

Called once at each of the four token-issuing entry points listed in §4.6 (`/auth/login`, `/auth/login/json`, `/auth/google/callback`, `/auth/microsoft/callback`) and snapshotted into the JWT via `_mint_session_tokens`. Not called on `/auth/refresh` — that path carries forward the existing snapshot.

### 4.5 Refresh endpoint changes

`POST /auth/refresh` (`backend/app/api/endpoints/auth.py:377`) currently:
1. Decodes refresh JWT (via `get_refresh_token_payload` dep).
2. Atomically revokes old JTI (`UPDATE … SET revoked_at=now() WHERE token_hash=? AND revoked_at IS NULL RETURNING …`).
3. Mints new refresh + access tokens with same `sub`.

New algorithm (precise):

1. Decode refresh JWT (idle expiry already surfaced as `session_expired_idle` by `decode_refresh_token_strict`; see §4.10).
2. **NEW:** load `user` and `user.account` by `sub` from the decoded payload. Needed before any legacy-token handling because the grandfather path needs to read the account's current policy. If the user is missing or inactive, return 401 with `detail="invalid_refresh_token"` (existing behavior, unchanged).
3. **NEW (grandfather path):** if `auth_time` is missing from the payload (legacy token issued before this PR), treat it as `now()` and snapshot the loaded account's current policy via `resolve_session_policy(account)` into `idle_max`/`abs_max`. One free rotation under the new policy.
4. **NEW:** compute `absolute_deadline = auth_time + abs_max` (both in Unix seconds). Compare with `now >= absolute_deadline`, not `>` — a token whose deadline equals `now()` is expired, not valid.
5. **Atomically revoke the JTI regardless of outcome** (single UPDATE, same statement as today). This consumes the token whether or not the absolute check passes — so an absolute-expired token cannot be replayed forever; a second attempt finds the row already `revoked_at IS NOT NULL` and falls through to the existing "invalid or revoked refresh token" 401.
6. If the atomic UPDATE matched zero rows (already revoked): 401 with `detail="invalid_refresh_token"`.
7. If `now >= absolute_deadline`: 401 with `detail="session_expired_absolute"`. (The row is already revoked from step 5.)
8. Otherwise mint new tokens, **carrying forward `auth_time`, `idle_max`, `abs_max` unchanged** from the old token (or freshly snapshotted if grandfathered in step 3).

Helper contract: `_refresh_session_tokens(payload, user, account, db) -> Token`. Takes the validated decoded payload plus the already-loaded user/account so it doesn't re-query. Returns the same `Token` shape as `_mint_session_tokens` (with the two new ISO expiry fields). Distinct from `_mint_session_tokens` because the refresh path carries claims forward instead of resolving policy.

Idle expiry is handled earlier in the chain: `get_refresh_token_payload` calls `decode_token`, which returns `None` for any JWT past `exp` — that's the existing 401 path. See §4.10 for distinguishing idle expiry from generic invalid-token errors in the response.

### 4.6 Login endpoints

Token-issuing endpoints that need the snapshot logic (verified against the codebase):

| Endpoint | File:line | Response model |
|---|---|---|
| `POST /auth/login` (form-encoded, OAuth2PasswordRequestForm) | `backend/app/api/endpoints/auth.py:303` | `Token` |
| `POST /auth/login/json` (JSON body — what the frontend actually calls) | `backend/app/api/endpoints/auth.py:342` | `Token` |
| `POST /auth/google/callback` | `backend/app/api/endpoints/oauth.py:174` | `OAuthCallbackResponse` |
| `POST /auth/microsoft/callback` | `backend/app/api/endpoints/oauth.py:204` | `OAuthCallbackResponse` |
| `POST /auth/refresh` | `backend/app/api/endpoints/auth.py:377` | `Token` |

`POST /auth/register` (`auth.py:92`) returns `UserResponse` and **does not auto-login** — the frontend follows up with a separate call to `/auth/login/json`. No token-minting changes needed in `/register` itself; the subsequent `/login/json` call will pick up the new claims naturally.

Each of the four token-issuing endpoints (login, login/json, both OAuth callbacks) calls `create_refresh_token` with the extra claims. Wrap in a helper `_mint_session_tokens(user, account, db) -> Token` (or `OAuthCallbackResponse` — see §4.10 on shared response fields) to avoid drift across four sites. `/auth/refresh` uses a variant that carries forward existing claims instead of re-snapshotting policy.

### 4.7 Account security endpoint

New endpoint module: `backend/app/api/endpoints/account_security.py`

```
GET  /accounts/me/security   → returns {
                                  idle_minutes, absolute_minutes,
                                  effective_idle_minutes, effective_absolute_minutes,
                                  system_min/max bounds,
                                  active_users: [{user_id, name, email, last_login_at}, ...]
                                }
PATCH /accounts/me/security  → owner only; validates bounds + invariant; writes account row
```

`require_account_owner` from `app/api/deps.py:189` enforces ownership. Returns the *effective* values (after defaults applied) so the frontend doesn't have to know about NULL semantics.

**`active_users` field** (added during plan-design-review pass on 2026-05-13): the GET response includes a list of users with at least one un-revoked refresh token in this account. Query: `SELECT DISTINCT u.id, u.email, u.name, u.last_login FROM users u JOIN refresh_tokens rt ON rt.user_id = u.id WHERE u.account_id = :acct AND rt.revoked_at IS NULL`. The frontend uses this to render the "Active sessions" section with names + relative last-login timestamps (see §4.8) rather than a faceless count. Caveat: `last_login` updates only at login, not on refresh — so the relative timestamp is honest about "when they signed in," not "last touched the app." Per-refresh activity needs the deferred `refresh_tokens.last_used_at` follow-up (§9).

### 4.8 Frontend changes

**Response-field naming (single scheme, used everywhere):**

Both `Token` (`/auth/login`, `/auth/login/json`, `/auth/refresh`) and `OAuthCallbackResponse` (`/auth/google/callback`, `/auth/microsoft/callback`) gain two new fields:

| Field | Type | Source |
|---|---|---|
| `idle_expires_at` | ISO 8601 UTC string | derived from refresh JWT `exp` |
| `absolute_expires_at` | ISO 8601 UTC string | derived from refresh JWT `auth_time + abs_max` |

ISO strings (not Unix ints) for consistency with the rest of the API surface, which uses `DateTime(timezone=True)` everywhere. Frontend parses with `new Date(...)`.

**New hook:** `frontend/src/hooks/useAuthSessionExpiry.ts`
- Reads `idleExpiresAt` and `absoluteExpiresAt` from `authStore`.
- Returns `{ idleExpiresAt, absoluteExpiresAt, warning, reason }` where `warning ∈ {"none", "soon", "now"}` and `reason ∈ {"idle", "absolute"}` indicating which window is closer.
- "soon" fires at T-5min on whichever window comes first.
- Pairs with a top-of-app `<SessionExpiryToast />` mounted in `AppLayout.tsx`.

**SessionExpiryToast — differentiated by `reason`** (locked during plan-design-review):
- **`reason === "idle"`** (idle window is closer): warning-amber tone. Copy: *"Your session times out in 5 minutes."* Action button: `[Stay signed in]` → triggers a manual `/auth/refresh` call (resets the idle window). On success, toast dismisses + the store updates `idleExpiresAt`. On failure (e.g. absolute cap is also nearby and the refresh hits `session_expired_absolute`), fall through to the standard 401-handling redirect.
- **`reason === "absolute"`** (absolute window is closer): info-cyan tone (matching the `?reason=session_expired` banner). Copy: *"Your session ends at HH:MM for security. You'll need to sign in again."* No action button — nothing the user can do extends an absolute cap. Optional secondary action: `[Sign in now]` link to `/login` for users who want to re-auth proactively.
- Toast does not auto-dismiss (persists until acted on or window expires).
- Re-fires only after a successful `/auth/refresh` extends the idle window past T-5min and we cross back into "soon" later. Does not nag.

**Modified:** `frontend/src/api/client.ts` interceptor
- On 401 with `detail="session_expired_absolute"` **or** `detail="session_expired_idle"`: **skip the refresh attempt**, flush tokens, redirect to `/login?reason=session_expired`. (Both surfaces go through the same banner — users don't need to distinguish the two.)
- On 401 with `detail="invalid_refresh_token"` or any other detail: current behavior (drop to `/login` without the reason banner).
- Existing access-token-expired flow (transparent `/auth/refresh`) unchanged.

**Modified:** `frontend/src/store/authStore.ts`
- `setTokens(token: Token)` (`authStore.ts:140`) is the single token-persistence path used by both `login()` and the OAuth flow. Extend the `Token` type with `idle_expires_at` + `absolute_expires_at`; `setTokens` writes them to store + localStorage alongside the access/refresh tokens. No new action.
- The Axios refresh interceptor (`api/client.ts:139`) destructures `access_token, refresh_token` today — extend to read the two new fields and call `setTokens` so refreshed sessions update their expiry metadata.
- **Legacy-state migration:** on store rehydrate, if tokens exist but `idle_expires_at` / `absolute_expires_at` are missing from localStorage, leave them `null` and let the next `/auth/refresh` populate them via response fields. The hook treats `null` as "unknown — don't warn yet." No forced logout for pre-deploy localStorage.

**Modified:** `frontend/src/pages/OAuthCallbackPage.tsx`
- The `setTokens({...})` call at `OAuthCallbackPage.tsx:102` currently passes `{access_token, refresh_token, token_type}` from the `OAuthCallbackResponse`. Add `idle_expires_at` and `absolute_expires_at` to the spread so OAuth-issued sessions get the same expiry metadata as password logins.

**New page:** `frontend/src/pages/account/AccountSecuritySettingsPage.tsx`
- Lives under existing `/account` routing with `requireRoleOwner` style guard. Card lives in `AccountSettingsPage.tsx` grid alongside Branding / Chat Retention; **hidden entirely for non-owners** (matches existing role-conditional rendering at `AccountSettingsPage.tsx:597-651`).
- Page shell matches `ChatRetentionSettingsPage.tsx`: `max-w-2xl mx-auto py-8 px-6`, header row with Lucide icon + Bricolage 22px page title, `card-flat rounded-2xl p-6 space-y-6` body.
- **Vertical order (top → bottom):**
  1. Page header (Lucide `Shield` icon + "Session Security")
  2. One-line intro paragraph (`text-muted-foreground`): *"Control how long sessions can last before users must sign in again."*
  3. **Session policy** card: three radios (Strict / Standard / Custom) with effective minute values visible per option ("Strict — 3d idle, 14d absolute"), then two numeric inputs (Idle minutes, Absolute minutes). **Inputs are always visible; disabled when a preset is selected.** Below inputs: hint text showing the system min/max from the GET response. Save button (primary) + inline `text-emerald-400 "Settings saved"` success ping for 3s after save (matching `ChatRetentionSettingsPage.tsx:112-114`).
  4. Info line directly below Save: *"New policy applies the next time each person signs in. Use **Active sessions** below to force it immediately."* (`text-muted-foreground`, bold on "Active sessions" — anchor link or just visual emphasis).
  5. Visual divider (1px `border-default`).
  6. **Active sessions** section (see below for details).
- **Initial GET loading state:** centered `Loader2 animate-spin` page-body, matching `ChatRetentionSettingsPage.tsx:46-51`.
- **Inline validation** on Custom inputs: debounced 300ms; red border (`border-danger`) + small error text below field; Save button disabled when any field is invalid. Server-side 422 from PATCH surfaces via the existing axios interceptor toast.

**Active sessions section (within the same page):**
- GET response includes `active_users: [{user_id, name, email, last_login_at}, ...]` — backend addition; see §4.7.
- Section header: "Active sessions"
- Subhead: "N people are signed in to this account." (singular: "Only you are signed in.")
- Active-users list: one row per active user — `name (email) · logged in 2d ago` (relative time from `last_login_at`). Caller's own row marked with a small "(you)" tag.
- Buttons below the list — count-aware:
  - **count > 1:** Two ghost buttons side-by-side — `[Sign out everyone except me]` and `[Sign me out and everyone else]` (the latter uses `text-danger` color to telegraph the self-impact).
  - **count = 1 (solo owner):** Hide the "except me" button (it would revoke 0 — confusing). Show only `[Sign me out everywhere]` (still useful — signs the owner out from their other devices).

**Bulk-revoke confirmation modal** (via `components/common/Modal.tsx`):
- **scope=others:** title *"Sign out other users?"* · body *"This signs out the N other active users in your account. They'll need to sign in again. You stay signed in."* · buttons `[Cancel]` (ghost) + `[Sign out N users]` (`text-danger`).
- **scope=all:** title *"Sign out everyone?"* · body *"This signs out all N active users including yourself. Everyone will need to sign in again."* · buttons `[Cancel]` (ghost) + `[Sign out everyone]` (`text-danger`).
- After success: modal closes, `toast.success("Signed out N sessions")`. For scope=all: 1.5s delay → `useAuthStore.getState().logout()` + `window.location = '/login'` (no banner — they just did this, they know why they're here).

**Modified:** `AccountSettingsPage.tsx`
- Add a "Session Security" link card to the existing grid (owner-only visibility, alongside Branding / Chat Retention). Lucide `Shield` icon.

**New login page banner:** when `?reason=session_expired` is present, show a small info-tone banner **above the email/password form**:
- Background: `info-dim` (cyan-dim, `rgba(103,232,249,0.10)` dark / `rgba(8,145,178,0.07)` light per DESIGN-SYSTEM.md)
- Text color: `info` text token
- Border: `1px solid info-dim`
- Padding: 12px 16px, `radius-sm` (5px)
- Icon: Lucide `Info` (16px, info color, left-aligned)
- Copy: *"You were signed out for security. Sign back in to continue."*
- Not dismissable — disappears naturally when the user submits the form (the query string clears on navigate).
- Note: this is the first cyan info-tone banner in the app; sets the precedent we'll reuse for future neutral system messages.

**Modified:** `AccountSettingsPage.tsx`
- Add a "Session Security" link card to the existing grid (owner-only visibility).

**New login page banner:** when `?reason=session_expired` is present, show a calm info banner: "Your session ended for security. Please sign in again." (No alarm UI, just clarity. Same banner for both idle and absolute expiry; the user doesn't need to learn the distinction.)

### 4.9 Migration

`alembic revision -m "add session policy columns to accounts"` (manual, per Lesson 77).

```sql
ALTER TABLE accounts
  ADD COLUMN session_idle_minutes INTEGER,
  ADD COLUMN session_absolute_minutes INTEGER,
  ADD CONSTRAINT session_idle_le_absolute_when_both_set
    CHECK (session_idle_minutes IS NULL
        OR session_absolute_minutes IS NULL
        OR session_idle_minutes <= session_absolute_minutes);

COMMENT ON CONSTRAINT session_idle_le_absolute_when_both_set ON accounts IS
  'Defense in depth: catches idle > absolute when both are overridden. '
  'The partial-override case (one NULL, one set) is validated at the app layer '
  'against current system defaults, since the DB cannot see Settings.';
```

No backfill: NULL is the intended state for "use system default."

Confirm: `accounts` is in the global-tables list per PROJECT_CONTEXT.md, so the migration does **not** add RLS predicates. Verified — `accounts` is explicitly named there.

### 4.10 Error-detail taxonomy

`/auth/refresh` returns 401 with one of these `detail` values, so the frontend can distinguish UX paths:

| `detail` | When | Frontend action |
|---|---|---|
| `session_expired_idle` | refresh JWT past `exp` (idle window elapsed) | flush tokens, redirect `/login?reason=session_expired` |
| `session_expired_absolute` | refresh JWT alive, but `now >= auth_time + abs_max` | flush tokens, redirect `/login?reason=session_expired` |
| `invalid_refresh_token` | JTI not in DB, already revoked, signature bad, type mismatch | flush tokens, redirect `/login` (no banner) |

Implementation note: `decode_token` currently swallows `JWTError` and returns `None`, so idle expiry is indistinguishable from a signature failure at the dep level. Fix by switching `get_refresh_token_payload` (or adding a sibling) to call `jwt.decode` directly and catch `ExpiredSignatureError` separately from generic `JWTError`. Idle-expired tokens raise the former; map that to `session_expired_idle`. All other JWT errors map to `invalid_refresh_token`.

### 4.11 Bulk session revocation (kill-all-sessions)

**Endpoint:** `POST /accounts/me/security/revoke-sessions`, owner-only via `require_account_owner`.

**Request body:**
```json
{ "scope": "all" | "others" }
```
Default `"all"` if body omitted. `"others"` excludes the calling user's own refresh tokens (so the owner stays signed in); `"all"` includes them.

**Response:**
```json
{ "revoked_count": <int> }
```

**Behavior:**
- Single SQL UPDATE: `refresh_tokens.revoked_at = now()` for rows where `user_id IN (SELECT id FROM users WHERE account_id = :caller_account_id)` AND `revoked_at IS NULL`. If `scope="others"`, also AND `user_id != caller.id`.
- All affected users' next `/auth/refresh` matches zero rows in the atomic revoke (§4.5 step 5) → 401 `invalid_refresh_token` → redirect to `/login` (no banner — the user was signed out by an admin, not by expiry; the plain `/login` redirect is honest UX).
- Caller's access token is not revoked (we don't track access JTIs by design); it dies naturally on its 5-minute timer. For `scope="all"`, the frontend handles UX by clearing localStorage and redirecting to `/login` after the response — so the stale access token simply isn't used. Accept the 5-minute window where the caller's access token could in theory still hit endpoints; this matches the existing logout flow and is consistent with the threat model (the action is "kick everyone out," not "instantly invalidate every credential").

**Audit:** writes one `account.sessions_revoked_bulk` event with `{actor_user_id, account_id, scope, revoked_count}`.

**Out of scope:** distinguishing `session_revoked_by_admin` from `invalid_refresh_token` on the wire for affected users. Doing so requires tracking the revocation reason per `refresh_tokens` row (new column). Not worth the complexity right now — the affected user just sees they're logged out, same as if they'd been logged out for any other reason. Revisit if pilots ask for it.

**Why not also per-user-device revoke?** Refresh tokens today don't carry device/user-agent metadata; the unit of granularity is "all of user X's active sessions" (which is most of what people want anyway — e.g., I lost my laptop). The endpoint is account-scoped because that's the owner-control story we're shipping. Per-user device list is a follow-up if/when needed (§9).

## 5. Backward compatibility

### 5.1 Existing refresh tokens (no `auth_time` claim)

On first `/auth/refresh` after deploy:
- Backend detects missing `auth_time`, treats current time as `auth_time`, snapshots current account policy.
- User effectively gets one free 14-day absolute window starting at first post-deploy refresh.

Trade-off vs forcing universal re-login on deploy:
- ✅ Zero deploy-day support burden (no pilots flood Slack with "I got logged out").
- ❌ Users with active sessions see no enforcement for up to 14 days.

Given the user base is small (pilot phase) and the bigger goal is *new* signups have a secure default, the friendly path wins.

### 5.2 If we ever need to invalidate everyone

`SECRET_KEY` rotation kills all existing tokens. Documented in `DEV-ENV.md` but not part of this PR.

## 6. Test plan

Backend (`backend/tests/test_session_policy.py` — new file, unless noted):

1. **Default policy applied** — login without account override → JWT has `idle_max=259200`, `abs_max=1209600` (seconds; 3d/14d). Account/settings columns are minutes (4320/20160); the helper multiplies by 60 when stamping.
2. **Account override honored** — owner PATCHes `session_idle_minutes=60`, `session_absolute_minutes=240` → next login JWT has `idle_max=3600`, `abs_max=14400` (seconds).
3. **Override bounds enforced** — PATCH idle below `SESSION_IDLE_MINUTES_MIN` → 422; PATCH absolute above `SESSION_ABSOLUTE_MINUTES_MAX` → 422.
4. **Invariant enforced (both-set)** — PATCH idle=300, absolute=120 → 422.
5. **Invariant enforced (partial override)** — system default absolute=20160; PATCH idle=43200 with absolute=NULL → 422 (effective idle > effective absolute, app-layer check).
6. **DB constraint catches both-set inversion** — direct SQL `UPDATE accounts SET session_idle_minutes=300, session_absolute_minutes=120` rolls back with `CheckViolation`.
7. **Non-owner cannot PATCH** — engineer/viewer get 403.
8. **Refresh respects absolute cap (boundary)** — set `auth_time = now - abs_max` exactly → refresh 401 with `session_expired_absolute` (deadline check is `>=`, not `>`).
9. **Absolute-expired token is consumed** — attempt #1 returns `session_expired_absolute`; attempt #2 with the same token returns `invalid_refresh_token` (row was revoked atomically in #1, cannot be replayed).
10. **Refresh extends idle but not absolute** — rotate twice within `abs_max`; both succeed; `auth_time` unchanged across rotations.
11. **Idle expiry (boundary)** — set refresh `exp = now` → 401 with `session_expired_idle` (not generic `invalid_refresh_token`).
12. **Grandfather path** — legacy refresh token without `auth_time`/`idle_max`/`abs_max` → one successful rotation; new JWT has all three claims, `auth_time≈now()`.
13. **Tightening after login doesn't affect existing sessions** — login under policy A, owner tightens to policy B, refresh succeeds under A's snapshot.
14. **`/auth/login/json` carries new claims and response fields** — JWT decode shows `auth_time`/`idle_max`/`abs_max`; response body has `idle_expires_at` + `absolute_expires_at` as ISO strings.
15. **OAuth callback responses include expiry fields** — `/auth/google/callback` and `/auth/microsoft/callback` `OAuthCallbackResponse` bodies have both `idle_expires_at` and `absolute_expires_at`. Mock the Google/Microsoft token-exchange step; assert on the final response shape.
16. **Policy update writes audit row** — PATCH `/accounts/me/security` emits one `account.session_policy_update` audit event with `actor_user_id`, `account_id`, and a payload of `{old: {...}, new: {...}, effective_old: {...}, effective_new: {...}}`. Verify via the existing audit-log query in `core/audit.py`.
17. **Bulk revoke scope=all** — seed three active refresh tokens for two users in the account (caller + one other). POST `/accounts/me/security/revoke-sessions` with `{"scope": "all"}` → `revoked_count=3`; caller's own refresh token is now revoked too. Their next `/auth/refresh` → 401 `invalid_refresh_token`.
18. **Bulk revoke scope=others** — same seed. POST with `{"scope": "others"}` → `revoked_count=2` (caller's token survives). Caller's `/auth/refresh` still succeeds; the other user's `/auth/refresh` → 401 `invalid_refresh_token`.
19. **Bulk revoke is account-scoped** — seed tokens for users in account A and account B. Owner of A POSTs revoke → `revoked_count` reflects only A's tokens; B's tokens remain active.
20. **Bulk revoke is owner-only** — engineer/viewer POST → 403; super_admin POST against `/me` works only if they own an account (the endpoint is `/me`, not `/{account_id}`).
21. **Bulk revoke writes audit row** — `account.sessions_revoked_bulk` with `{actor_user_id, account_id, scope, revoked_count}`.
22. **Bulk revoke is idempotent** — second immediate POST returns `revoked_count=0` (no already-revoked rows are double-stamped).

Frontend (`frontend/src/__tests__/` or colocated `*.test.tsx`):

- `useAuthSessionExpiry` returns `"soon"` within 5min of whichever of `idleExpiresAt`/`absoluteExpiresAt` comes first; `reason` field indicates which.
- Axios interceptor on 401 with `session_expired_absolute` redirects to `/login?reason=session_expired` instead of attempting refresh.
- Axios interceptor on 401 with `session_expired_idle` does the same.
- Axios interceptor on 401 with `invalid_refresh_token` redirects to `/login` *without* the reason banner.
- `authStore` rehydrate handles legacy localStorage shape (no `idleExpiresAt`/`absoluteExpiresAt`) without throwing or forced logout; hook treats `null` as "no warning."

Manual:
- Log in as `owner@`, set **Custom (idle=60 min, absolute=240 min)** under Account → Session Security, log out, log in as `engineer@` (same account), decode the refresh JWT in localStorage, confirm `idle_max=3600` and `abs_max=14400` (seconds — the configured minutes × 60).
- Confirm the existing `useSessionTimer` (troubleshooting-flow timer) is unaffected by the new hook.
- Pre-deploy localStorage path: install build, log in to capture token, deploy session-policy build, refresh page — confirm no forced logout and that the next `/auth/refresh` populates the new fields.

## 7. Rollout

1. Land migration + backend changes behind no flag (the absolute cap is the whole point — flagging it defeats the purpose).
2. Default policy is Strict (3d/14d) for new accounts. Existing pilot accounts get NULL → defaults; user can manually loosen any pilot account via the new endpoint or direct SQL if friction emerges.
3. After deploy, watch Sentry for spikes in `session_expired_absolute` 401s (expected: tiny — only legacy tokens approaching 14-day mark hit this) and unexpected refresh failures.
4. Announce in pilot Slack: "We added session expiration. You'll be asked to log in again every 2 weeks max. Account owners can adjust under Account → Session Security."

## 8. Files touched

### Backend
- `backend/app/core/config.py` — new `SESSION_*` settings (defaults + min/max bounds).
- `backend/app/core/security.py` — `create_refresh_token` signature change (accepts `auth_time`/`idle_max`/`abs_max`), `resolve_session_policy(account)` helper, `decode_refresh_token_strict()` that distinguishes `ExpiredSignatureError` from generic `JWTError`.
- `backend/app/api/deps.py` — update `get_refresh_token_payload` to surface idle-expiry as `session_expired_idle` instead of collapsing into a generic 401.
- `backend/app/api/endpoints/auth.py` — refresh-endpoint logic (atomic-revoke-then-check-absolute), `_mint_session_tokens(user, account, db) -> Token` helper, login + login/json call sites.
- `backend/app/api/endpoints/oauth.py` — both callbacks call `_mint_session_tokens`; `OAuthCallbackResponse` gains the two new fields.
- `backend/app/schemas/token.py` — `Token` (`token.py:5`) adds `idle_expires_at` + `absolute_expires_at` (ISO strings).
- `backend/app/schemas/oauth.py` — `OAuthCallbackResponse` adds the same two fields.
- `backend/app/api/endpoints/account_security.py` — NEW (~130 lines: GET/PATCH for policy + POST `/revoke-sessions`, audit logging for both mutations).
- `backend/app/api/router.py` — register new router.
- `backend/app/models/account.py` — two new columns + DB CHECK constraint.
- `backend/app/schemas/account_security.py` — NEW (request/response: policy GET/PATCH with effective + bounds; `RevokeSessionsRequest` + `RevokeSessionsResponse`).
- `backend/app/core/audit.py` — add `account.session_policy_update` event type (or use the existing generic emitter if it accepts free-form types — verify during impl).
- `backend/alembic/versions/<hash>_session_policy_columns.py` — NEW (manual; per Lesson 77, never `--rev-id`).
- `backend/tests/test_session_policy.py` — NEW.

### Frontend
- `frontend/src/api/client.ts` — interceptor branches on both `session_expired_idle` and `session_expired_absolute` (same redirect target `/login?reason=session_expired`); also propagates new expiry fields from successful `/auth/refresh` responses into `setTokens`.
- `frontend/src/api/auth.ts` — `Token` type adds the two new ISO fields.
- `frontend/src/store/authStore.ts` — `setTokens` persists the new expiry fields (no new action).
- `frontend/src/pages/OAuthCallbackPage.tsx` — pass `idle_expires_at` + `absolute_expires_at` through `setTokens({...})` at line 102.
- `frontend/src/hooks/useAuthSessionExpiry.ts` — NEW.
- `frontend/src/components/common/SessionExpiryToast.tsx` — NEW.
- `frontend/src/components/layout/AppLayout.tsx` — mount toast.
- `frontend/src/pages/account/AccountSecuritySettingsPage.tsx` — NEW (policy form + Active Sessions section with two revoke buttons + confirmation modal).
- `frontend/src/pages/AccountSettingsPage.tsx` — add link card.
- `frontend/src/router.tsx` — register route.
- `frontend/src/pages/LoginPage.tsx` — `?reason=session_expired` banner.

### Docs
- `.ai/DECISIONS.md` — entry for the 3d/14d default + per-account-override architecture.
- `CURRENT-STATE.md` — add session policy to "auth surface" summary.

Approx ~600 LoC across backend + frontend, plus tests.

## 9. Resolved decisions & follow-ups

Decisions baked into this plan (not open questions):

- **Audit logging is required.** PATCH `/accounts/me/security` writes one `account.session_policy_update` audit event; POST `/revoke-sessions` writes `account.sessions_revoked_bulk`. Security-relevant by definition. Covered in §6 tests #16 and #21 and §8 backend file list.
- **Presets are Strict and Standard only**, plus Custom. No "Loose" preset; owners who want a loose policy can use Custom and own the choice explicitly.
- **Tightening policy mid-session does NOT force-logout existing sessions** — but owners *can* force it via the bulk-revoke endpoint in §4.11. Existing sessions continue under the policy snapshot they were issued under unless explicitly revoked. The Account Security page surfaces this in copy (§4.8).
- **Bulk revoke is account-scoped, two-mode (`all` / `others`).** Per-user device lists are out of scope (§4.11).

Follow-up issues to file after this plan is approved (not blocking this PR):

1. **Super-admin global lock with UI** — today, env-var ceilings cover this. File an issue to expose `SESSION_*_MAX` as a sysadmin-editable setting if/when a customer asks.
2. **Per-user device list + per-device revoke** — refresh tokens would gain `user_agent` + `ip` + `last_used_at` columns; a new "Active devices" page would let users self-revoke individual sessions. File only if a real ask arrives. The account-wide bulk revoke covers the breach-response use case in the meantime.
3. **Per-user (not per-account) policy** — out of scope. File only if a real ask arrives.

## 10. Sequence of commits

1. `feat(auth): add session policy settings + account columns + migration` (settings + model + migration + DB CHECK; no behavior change yet).
2. `feat(auth): distinguish idle expiry from invalid refresh tokens` (`decode_refresh_token_strict`, `session_expired_idle` detail, test #11). Lands the error-detail taxonomy from §4.10 before anything depends on it.
3. `feat(auth): embed auth_time/idle_max/abs_max in refresh tokens` (`security.py` + `_mint_session_tokens` helper called from `/auth/login`, `/auth/login/json`, both OAuth callbacks; `Token` and `OAuthCallbackResponse` gain `idle_expires_at` + `absolute_expires_at`). Refresh still doesn't enforce absolute cap yet.
4. `feat(auth): enforce absolute session cap in /auth/refresh` (atomic-revoke-then-check, `session_expired_absolute` detail, grandfather logic, tests #8–#13).
5. `feat(api): add GET/PATCH /accounts/me/security endpoint` (router, schemas, owner gate, bounds + partial-override invariant validation, audit logging on PATCH).
6. `feat(api): add POST /accounts/me/security/revoke-sessions` (bulk-revoke endpoint with `scope=all|others`, single-UPDATE implementation, audit logging, tests #17–#22).
7. `feat(ui): handle session_expired_{idle,absolute} in axios interceptor + authStore` (new fields persisted, legacy-state migration, redirect to `/login?reason=session_expired`).
8. `feat: AccountSecuritySettingsPage + active-users list + toasts + login banner` (Strict/Standard/Custom presets with always-visible-disabled Custom inputs, count-aware Active Sessions section with name/email/last-login rows, differentiated SessionExpiryToast for idle-vs-absolute, cyan info-tone login banner, scope=all auto-redirect-after-toast UX. Includes a small backend addition: `active_users` field on `GET /accounts/me/security` — see §4.7).
9. `docs: add decision entry + update CURRENT-STATE auth surface` (`.ai/DECISIONS.md`, `CURRENT-STATE.md`).

Each commit independently passes `pytest --override-ini="addopts="` and `npm run build`. The two backend behavior gates (#2 and #4) ship behind no flag — they're the point of the work — but they're sequenced so any rollback is a single commit.

---

**Review checklist before implementation:**

- [x] Defaults confirmed: 3d idle / 14d absolute.
- [x] Per-account override approved.
- [x] Grandfather strategy (one free rotation) approved vs hard cutover.
- [x] Error-detail taxonomy approved (idle vs absolute distinct on the wire; same UX in the frontend).
- [x] Audit logging is a requirement, not optional.
- [x] Loose preset dropped; Strict / Standard / Custom only.
- [x] ISO timestamps (not Unix ints) for `idle_expires_at` / `absolute_expires_at` everywhere.
- [x] DB CHECK constraint scope documented; partial-override case validated app-side.
- [ ] System bounds in §4.3 acceptable as specified (15min floor, 30d idle ceiling, 90d absolute ceiling).
- [ ] Final approval on commit sequence in §10.
- [ ] No conflict with Phase O cutover sequencing (this can ship before OR after EIN/Stripe lands; independent path).
- [ ] File the kill-all-sessions follow-up issue per §9 before implementation begins, so the Account Security page can link to it (or leave the support-contact copy in place).

---

## GSTACK REVIEW REPORT

| Review | Trigger | Why | Runs | Status | Findings |
|--------|---------|-----|------|--------|----------|
| CEO Review | `/plan-ceo-review` | Scope & strategy | 0 | — | not run |
| Codex Review | `/codex review` | Independent 2nd opinion | 0 | — | not run |
| Eng Review | `/plan-eng-review` | Architecture & tests (required) | 0 | — | not run (the plan itself was eng-reviewed inline across 7 commits — backend complete & green) |
| Design Review | `/plan-design-review` | UI/UX gaps | 1 | CLEAR (PLAN) | score: 4/10 → 9/10, 7 decisions added |
| DX Review | `/plan-devex-review` | Developer experience gaps | 0 | — | not run |

**UNRESOLVED:** 0 design decisions; 3 plan-level checklist items remain (system bounds, commit sequence, Phase O sequencing — none block design).
**VERDICT:** DESIGN CLEARED — page layout, state coverage, post-revoke flow, toast logic, login banner tone, and form copy all locked. Commit 8 has a complete spec.
