Governance Discovery Instructions

Governance Discovery Instructions

CRITICAL: Governance constraints MUST be discovered from the live Azure environment, NOT assumed from best practices. GATE: This is a mandatory gate. If Azure connectivity fails or policies cannot be retrieved, STOP and inform the user. Do NOT generate governance constraints from assumptions.

Why This Matters

Assumed governance constraints cause deployment failures. Example:

• Assumed: 4 tags required (Environment, ManagedBy, Project, Owner)
• Actual: 9 tags required via Azure Policy (environment, owner, costcenter, application, workload, sla, backup-policy, maint-window, tech-contact)
• Result: Deployment denied by Azure Policy

Management group-inherited policies are invisible to basic queries. Example:

• az policy assignment list: Returns only 5 subscription-scoped policies
• Portal shows: 19 total (includes 7 inherited from management groups)
• Missed: MCAPSGov Deny Policies, Block Azure RM Resource Creation — actual deployment blockers!

Discovery Is Delegated to Subagent

The governance-discovery-subagent handles all procedural work:

1. Verifies Azure connectivity via ARM token
2. Queries ALL policy assignments via REST API (including MG-inherited)
3. Drills into Deny/DeployIfNotExists definitions to verify actual impact
4. Classifies effects and returns a structured report

See .github/agents/_subagents/governance-discovery-subagent.agent.md for the complete discovery procedure, REST API commands, and output format.

This instruction file defines the output format standards and decision framework that the parent agent (Bicep Plan) applies to the subagent's findings.

Required Documentation

The 04-governance-constraints.md file MUST include:

Discovery Source Section (MANDATORY)

## Discovery Source

> [!IMPORTANT]
> Governance constraints discovered via REST API including management group-inherited policies.

| Query              | Result                 | Timestamp  |
| ------------------ | ---------------------- | ---------- |
| REST API Total     | {X} assignments total  | {ISO-8601} |
| Subscription-scope | {X} direct assignments | {ISO-8601} |
| MG-inherited       | {X} inherited policies | {ISO-8601} |
| Deny-effect        | {X} blockers found     | {ISO-8601} |
| Tag Policies       | {X} tags required      | {ISO-8601} |
| Security Policies  | {X} constraints        | {ISO-8601} |

**Discovery Method**: REST API (`/providers/Microsoft.Authorization/policyAssignments`)
**Subscription**: {subscription-name} (`{subscription-id}`)
**Tenant**: {tenant-id}
**Scope**: All effective (subscription + management group inherited)
**Portal Validation**: {X} assignments shown in Portal — matches REST API count: {Y/N}

GATE CHECK: If Portal Validation shows a mismatch, STOP and investigate. All policies visible in the Portal must be captured in the governance document.

Fail-Safe: If Discovery Fails

If the subagent returns PARTIAL or FAILED status:

1. STOP — Do NOT proceed to implementation planning
2. Document the failure in the governance constraints file
3. Mark all constraints as "⚠️ UNVERIFIED - Query Failed"
4. Add warning: "⛔ GATE BLOCKED: Deployment CANNOT proceed due to undiscovered policy requirements"
5. Do NOT generate assumed/best-practice policies as a fallback

Policy Effect Decision Tree

Policy with Deny Effect Discovered
    ↓
Extract: Policy Name, Scope, Enforcement Mode
    ↓
Does it apply to this deployment?
    ↓
├─ NO → Document for awareness, proceed
└─ YES → Does it block proposed architecture?
        ↓
    ├─ NO → Document compliance, proceed
    └─ YES → Can architecture be adapted to comply?
            ↓
        ├─ YES → Update implementation plan with compliant alternative
        │        Document adaptation in "## Plan Adaptations" section
        └─ NO → Flag as DEPLOYMENT BLOCKER
                 Add to "## Deployment Blockers" section
                 Status: "⚠️ CANNOT PROCEED WITHOUT EXEMPTION"

Policy Effect Handling (Shift-Left Enforcement)

CRITICAL: Discovered policies MUST influence the implementation plan, not just be documented.

Misleading Policy Names — Verify Definitions

[!WARNING] NEVER trust policy display names alone. Policy named "Block Azure RM Resource Creation" may actually only block Classic resources.

Plan Adaptation Examples

Storage Public Access Denied:

| Original Design     | Blocking Policy                | Effect | Adaptation Applied                   |
| ------------------- | ------------------------------ | ------ | ------------------------------------ |
| Public blob storage | "Deny public storage accounts" | Deny   | Private endpoints + vNet integration |

Required Diagnostic Settings:

| Policy                                   | Effect            | Auto-Applied Resource             |
| ---------------------------------------- | ----------------- | --------------------------------- |
| "Deploy diagnostic settings for Storage" | DeployIfNotExists | Log Analytics diagnostic settings |

Validation Checklist

Before completing governance constraints, verify:

• Subagent returned COMPLETE status (not PARTIAL or FAILED)
• Discovery Source section is populated with timestamps
• REST API count matches Azure Portal count
• All tag requirements match actual Azure Policy (case-sensitive!)
• Security policies reflect actual enforcement (deny vs audit)
• Deny policies have been drilled into (actual policyRule verified)
• Plan adaptations documented for each blocker
• No placeholder values like {requirement} remain

Anti-Patterns (DO NOT DO)

❌ Assumption-based constraints:

## Required Tags

Based on Azure best practices, the following tags are recommended...

✅ Discovery-based constraints:

## Required Tags

Discovered from Azure Policy assignment "JV-Inherit Multiple Tags" (effect: modify):

- environment, owner, costcenter, application, workload, sla, backup-policy, maint-window,
  tech-contact