78 Commits

Author SHA1 Message Date
romanett 414957c88a Reduce ISubscription: internalize the publish pipeline, delete the dead members (#4349)
# Description

Reduces the server subscription API surface per the measurements from
issue #4185.

## ISubscription: 42 → 30 members (#4185)

A call-site census of the 11 "publish-pipeline protocol" members plus
`Publish` (all 68 `src/` projects, samples, tools, fuzzing, tests) found
**zero callers outside `Opc.Ua.Server`** and split the members three
ways:

- **Deleted (4):** `ItemReadyToPublish` and `ItemNotificationsAvailable`
were dead — zero callers repo-wide and implementation bodies commented
out since before 1.5.378 — the obsolete parameterless `SessionClosed()`
had zero callers, and `TransferSessionAsync` (the one-shot direct
transfer, which bypassed the reservation protecting a transfer against a
concurrently closing source session) lost its last caller once the
manager always uses the claim/prepare/commit protocol.
- **Internalized (8):** `PublishTimerExpired`, `Acknowledge`,
`PublishTimeout`, `SubscriptionTransferred`,
`AvailableSequenceNumbersForRetransmission`, `QueueOverflowHandler`,
`SessionClosed(ISession)` and `Publish` move to `internal interface
ISubscriptionPublishPipeline : ISubscription`, implemented
**explicitly** by `Subscription` (the
`ISubscriptionMonitoredItemLifecycle` shape) so they are unreachable
through the public concrete class too. `Publish` goes with them
deliberately — it is the same hazard class (consumes notifications,
advances sequence numbers) with the same single production caller.
- **Kept public (1):** `ResendData` drops out of the issue's list — its
only caller is the `Server_ResendData` UA-method handler in
`DiagnosticsNodeManager`, resolving via `TryGetSubscription` like
`GetMonitoredItems` does. It is service-facing, not pipeline.

## The pipeline contract is complete: SessionPublishQueue traffics only
in it

`SessionPublishQueue` becomes `internal sealed` (zero consumers outside
the assembly; `SentMessageQueue` already was) and works **solely with
`ISubscriptionPublishPipeline`** — no `ISubscription` and no concrete
`Subscription` anywhere in the file. To get there, the internal
transfer-claim protocol (`TryBeginTransfer`,
`PrepareSessionTransferAsync`, `CompleteTransfer`, `AbortTransfer`,
`TryRestoreSessionAfterFailedTransfer`) moved from `internal` methods on
the concrete class onto the internal interface, implemented explicitly.

That completes the contract, so `TransferSubscriptionsAsync` loses its
two-tier shape: the ~6 `subscription as Subscription` null-guard
branches and the degraded `TransferSessionAsync` fallback for
non-`Subscription` implementations are gone — one code path, always the
claim/prepare/commit/rollback protocol, and
`ISubscription.TransferSessionAsync` is deleted with it. Subscription
creation fails with `Bad_InternalError` when a `CreateSubscription`
override returns a type not derived from `Subscription`, instead of
publishing partially — such implementations were already second-class
(transfer required the concrete type before this change). This is the
headline behavior change for exotic extenders and is documented
prominently in `docs/migrate/2.0.x/sessions-subscriptions.md`.

The durable-subscription open question in the issue is answered **no**:
`Subscription/Persistence/` never references `ISubscription` (the store
deals in `IStoredSubscription` DTOs; restore constructs the concrete
type via `Subscription.RestoreAsync` inside the manager), so the
internalization cannot break a store implementer.

## #4186: measured, prototyped, and deliberately kept as-is

Body inspection showed only 4 of the 10 `ISubscriptionManager` wrappers
are pure lookup-and-delegate (`Republish`, `SetTriggering`,
`ModifyMonitoredItemsAsync`, `SetMonitoringModeAsync` — one caller
each); the other 6 carry logic with no `ISubscription` substitute. A
collapse of the four was implemented and then reverted on this branch:
it traded ten uniform id-addressed members for a mixed dispatch shape in
`StandardServer` without reducing what a reader must understand. **Every
subscription service keeps going through `ISubscriptionManager`**; the
wrapper bodies now resolve against the pipeline-typed registry. The
decision is recorded in `plans/ServerRuntimeAnalysis.md` (open question
5).

## Compatibility treatment

Removals are outright, per the documented no-`[Obsolete]`-shim policy
for these interfaces (`docs/MigrationGuide.md` — re-adding an interface
member would break every implementer; net48/netstandard2.0 have no
default interface methods). In its place:

- Migration analyzer **UA0030** (pipeline members +
`SessionPublishQueue`, distinguishing deleted no-ops from internalized
protocol), with tests, following the UA0024 syntax-based pattern. The
transfer-claim members were never public in 1.5.378, so they need no
migration story.
- `docs/MigrationGuide.md#ua0030` section with before/after code; the
`docs/migrate/2.0.x/sessions-subscriptions.md` section that told
implementers to *add* `SessionClosed(ISession)` is replaced with the
derive-from-`Subscription` story; the 2.0.x README symptom table routes
the rule.
- All 11 removed/internalized members existed in 1.5.378 (verified
against `master378`), so each is documented as a 2.0 break.

## Tests

Converted, not deleted. `Mock<ISubscription>` setups of pipeline members
become `Mock<ISubscriptionPublishPipeline>` — Moq proxies the internal
interface via a new `InternalsVisibleTo("DynamicProxyGenAssembly2")`
(keyless; the SDK appends `$(PublicKey)` under `SignAssembly`, and
signed pipelines do not run tests, matching the existing
`Opc.Ua.Redundancy.Kubernetes` precedent). A test-side extension shim
forwards the original member names (pipeline + transfer protocol) so the
direct call sites on concrete `Subscription` instances compile
unchanged. The transfer-race tests' typed reflection probes into
`m_abandonedSubscriptions` follow the field's new type.

- `Opc.Ua.Server.Tests` (net10.0): 4795 tests, 0 failures
- `Opc.Ua.Subscriptions.Tests`, `Opc.Ua.Subscriptions.Durable.Tests`,
`Opc.Ua.Subscriptions.Classic.Tests` (net10.0): green
- `Opc.Ua.MigrationAnalyzer.Tests`: green incl. the new UA0030 tests
- net48 gate: solution build green; subscription-area fixtures green
(the known pre-existing local hosting-test environment failures
reproduce identically on unmodified master)


## Related Issues

- Fixes #4185
- #4186 was measured and prototyped on this branch and deliberately
**not** taken (see the section above); the decision is recorded in
`plans/ServerRuntimeAnalysis.md`.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. _(net10
suites fully green locally; net48 build green and subscription-area
fixtures green — the remaining net48 hosting-test failures on my machine
reproduce identically on unmodified master.)_
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

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2026-08-31 10:53:51 +00:00
romanett 2bd4294863 [Server] Decouple service-call dispatch from MasterNodeManager lifecycle coordination (#4345)
# Description

Extracts OPC UA service-call dispatch out of `MasterNodeManager` into a
dedicated internal `NodeManagerServiceDispatcher`, separating it from
NodeManager lifecycle coordination as agreed in the #4094 review threads
(r3649968439 / r3649998212). The 7,668-line class becomes four files
with explicit, documented boundary contracts:

- **`NodeManagerServiceDispatcher.cs`** (new, internal sealed) — the
implementations of GetManagerHandle/Async, TranslateBrowsePaths,
Browse/BrowseNext, Read, Write, Call, HistoryRead/HistoryUpdate,
ConditionRefresh, all monitored-item operations
(create/restore/modify/transfer/delete/set-mode), and per-request
validation. Its constructor receives only the routing table, the server
context, and a logger. Lifecycle mutation state
(`m_dynamicMutationSemaphore`, `m_startupShutdownSemaphoreSlim`,
retired-generation collections, preparing-manager tracking) stays
`private` to `MasterNodeManager`, so the dispatcher cannot reach it —
the boundary is enforced by the compiler, not convention.
- **`MasterNodeManager.cs`** — now lifecycle coordination and shared
infrastructure only: startup/shutdown, session notifications, namespace
registration, all `IDynamicNodeManagerHost` /
`ISyncNodeManagerMonitoredItemRecovery` implementations, the
retired-generation notification-lease machinery, and
commit/replace/rollback helpers.
- **`MasterNodeManager.ServiceDispatch.cs`** (new partial) — the
unchanged public service surface. Every public virtual entry point,
protected helper, static validator, and obsolete wrapper keeps its exact
signature, virtual-ness, and XML docs, delegating to the dispatcher.
- **`MasterNodeManager.NodeManagement.cs`** (new partial) — the
AddNodes/DeleteNodes/AddReferences/DeleteReferences service family plus
NodeId-based reference plumbing. These sit between the two concerns by
design: they dispatch per item but serialize address-space mutation
against runtime lifecycle operations, and are the only service methods
allowed to take the dynamic-mutation semaphore.

The dispatcher's crossings back into `MasterNodeManager` are a small
audited set: internal dispatch resolves handles through the owner's
public virtual `GetManagerHandleAsync` (10 sites), so derived-class
overrides keep affecting internal routing exactly as before; event paths
consume the notification-dispatch lease accessors (5 sites, widened to
internal); retired-generation drain is signalled through a new one-line
internal helper instead of touching the observer field (2 sites); and
the browse continuation-point limit is read live per call (2 sites).

## Compatibility

- `IMasterNodeManager` is untouched; no public or protected member
changes signature or loses `virtual`.
- The `MasterNodeManagerWithLimits` test-framework subclass (overrides
`BrowseAsync`, uses `ValidatePermissionsAsync`, the per-item
`BrowseAsync`, `UpdateDiagnostics`, `Server`) passes unchanged.
- Reflection-dependent tests keep working:
`m_maxContinuationPointsPerBrowse` remains a private field on the type
and is read live on every call; `PreHydrateMonitoredItemQueuesAsync`
remains as a private delegating method.
- Reviewable API-surface deltas, both additive: six `protected static`
validators became `protected internal static` (same pattern as the
existing `ValidateRolePermissions`) so the dispatcher can call them, and
the three notification-lease nested types went `private` → `internal`.

Reviewing tip: `git diff --color-moved=dimmed-zebra` renders the two
move commits as almost entirely dimmed blocks; the non-move edits are
confined to the audited call sites above and the delegation stubs.
Grepping the dispatcher for
`IDynamicNodeManagerHost|m_dynamicMutationSemaphore|m_startupShutdownSemaphoreSlim|m_retiredGeneration|m_preparingNodeManagers`
matches only its own boundary-contract doc comment.

## Verification

- Full `UA.slnx` build with 0 errors; `Opc.Ua.Server` itself builds with
0 warnings.
- Full `Opc.Ua.Server.Tests` on net10.0: 4707 passed, 0 failed (5
pre-existing skips).
- Targeted: MasterNodeManager/Deterministic/NodeManagement 189/189;
NodeManagerLifecycle/MonitoredItemLifecycle/MonitoredItem 406/406;
`ContinuationPointInBatch` (subclass contract) 28/28.
- `docs/NodeManagers.md` documents the new internal split.

## Related Issues

- Fixes #4098

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [ ] I have added tests that prove my fix is effective or that my
feature works and increased code coverage. _(pure refactoring; behavior
is pinned by the existing MasterNodeManager, deterministic,
node-management, lifecycle, and monitored-item suites, which all pass
unchanged)_
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. _(full
server suite green on net10.0; .NET Framework run pending CI)_
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

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Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-08-31 12:04:47 +02:00
romanett 052576115d Fix ManagedSession.CreateAsync returning an unconnected session when the initial connect fails (#4350)
# Description

When the **initial** connect of a `ManagedSession` failed, `CreateAsync`
did not throw. It returned a session with no inner `Session` behind it,
so every subsequent member threw `BadNotConnected` and the real error —
`BadCertificateUntrusted` in the reported case — was swallowed.

**Mechanism.** A failed initial connect moves the state machine
`Connecting` → `Reconnecting`, which calls
`ManagedSession.HandleReconnectAsync`. That method skipped its entire
body when `m_session` was `null` — exactly the state after a failed
initial connect — and fell through to `return ServiceResult.Good`. The
state machine read that as a successful reconnect, transitioned to
`Connected`, released the `CreateAsync` waiter, and handed back a
session that was never connected. The logs show it plainly: a
"Reconnected" line immediately after "Reconnecting" with no service call
in between.

The terminal path was broken as well: once the reconnect policy **and**
the failover were exhausted the machine settled in `Disconnected` and
nothing ever set the connected event, so `WaitForConnectedAsync` — and
with it `CreateAsync` — waited forever rather than surfacing the
failure.

**Fix.**

- `ManagedSession.HandleReconnectAsync` reads the inner session once
under the service lock and, when there is none, runs a full connect
(`HandleConnectAsync`) instead of reporting success. The reconnect
policy now genuinely retries the initial connect.
- `ConnectionStateMachine` tracks the error of the last failed
connect/reconnect attempt and sets a new *settled* event when the
connect cycle ends — either by connecting or by giving up
(`Disconnected` after a failed failover, or `Closing`/`Closed`).
`WaitForConnectedAsync` waits on that and throws a
`ServiceResultException` carrying the last attempt's error when the
connection was abandoned. A failover failure only supplies that error if
no attempt recorded one, so the `BadNotSupported` returned by a failover
with no redundant server configured never masks the actual cause.

`CreateAsync` can no longer hand back a session that reports connected
with `m_session == null`.

## Behavior change worth reviewing

A permanently failing initial connect no longer returns instantly:
`CreateAsync` retries under the configured policy and throws only once
`MaxRetries` / `MaxTotalReconnectTime` and failover are exhausted
(default budget 5 minutes). Callers wanting fail-fast cap the policy or
pass a cancellation token — documented in `docs/Sessions.md`.

No status code is treated as non-retryable. Classifying e.g.
`BadCertificateUntrusted` as fatal would break the very scenario in the
issue, where the connect can start succeeding once an operator trusts
the certificate.

## Tests

-
`ConnectionStateMachineTests.WaitForConnectedAsyncThrowsOriginalErrorWhenConnectGivesUp`
— the original error survives the failover's `BadNotSupported`.
-
`ConnectionStateMachineTests.WaitForConnectedAsyncThrowsWhenClosedWhileConnecting`
— a close while connecting releases the waiter instead of hanging.
-
`ManagedSessionTests.CreateAsyncThrowsInitialConnectErrorInsteadOfReturningUnconnectedSession`
— asserts the original status propagates out of `CreateAsync` and that
the connect was attempted more than once.
-
`WssOpenApiIntegrationTests.ManagedSessionOverWssOpenApiBearerRejectedWhenNoBearerAuthRegistered`
relied on the old behavior (it asserted `Connected == false` on the
session returned by a failed connect). Rewritten to bound the retry
policy and assert that `ConnectAsync` throws; the fail-closed HTTP 401
property it guards is unchanged.

Suites run locally on net10.0, all green: `Opc.Ua.Client.Tests` (2155),
`Opc.Ua.Sessions.Tests` (775), `Opc.Ua.Gds.Tests` (1096),
`Opc.Ua.Client.ComplexTypes.Tests` (2773),
`Opc.Ua.Redundancy.Client.Tests` (122). No new build or analyzer
warnings.

## Related Issues

- Fixes #4347

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

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Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-31 12:02:02 +02:00
romanett 14fba2d120 Fix instance TypeDefinition across dependency ModelDesign boundaries (#4355)
# Description

The model source generator crashed with `MODELGEN003` /
`NullReferenceException` whenever a `ModelDesign` instantiated an
`ObjectType` (or `VariableType`) declared in a **dependency** design
file, as soon as that type had children. The sibling of #4332 on the
instance-declaration path: #4335 linked dependency *data types*, but an
*instance* whose `TypeDefinition` lives in another design still crashed
in `NodeStateGenerator` on the type's inherited children.

Root cause: dependency design files load with `validateDictionary:
false`, so `ValidateInstance` / `ValidateType` never ran on them and
their types' children kept `TypeDefinitionNode` / `DataTypeNode` at
`null`. When the target instance merged those children into its
hierarchy (`BuildInstanceHierarchy` re-walks the dependency type's
`Children.Items`), the null references were copied along, and
`GetNodeStateClassName` dereferenced them while building the node state
factory list.

Changes:

- A new best-effort `LinkDependencyInstances` pass in
`ModelDesignValidator` links dependency-design instances the way
`ValidateInstance` / `ValidateType` do for the target model: the
`TypeDefinitionNode` / `DataTypeNode` of the types' children and
standalone instances (recursively), variable `DataType` / `ValueRank`
inheritance from the variable type, `DefaultValue` decoding,
`VariableTypeDesign.DataTypeNode` restrictions, and method arguments —
including creation of the `InputArguments` / `OutputArguments` argument
properties so method children materialise into the target hierarchy
exactly like local ones. Resolution is best effort (unresolvable
references stay `null`) and NodeSet2 dependencies remain excluded,
consistent with `LinkDependencyDataTypes`.
- The pass runs alongside `LinkDependencyDataTypes`: for upstream
dependencies after all of them are loaded and before the target
validates (so the hierarchy merge picks up the links), and for
downstream dependencies after they load.
- `docs/ModelDependencies.md` documents the instance linking.

Tests (all verified to fail with the exact reported NRE stack before the
fix):

- `CrossModelInstanceTypeDefinitionTests` (Core, 4 tests): the issue's
minimal repro end to end; an equivalence test asserting the cross-model
instance emits the **identical node-state factory set** as a locally
declared type (this is the issue's stated expectation, and it drove the
method-argument-property part of the fix); the flipped
upstream/downstream ordering; and validator-level assertions that the
merged hierarchy carries linked `TypeDefinitionNode` / `DataTypeNode`
references, including the data type inherited from a dependency
`VariableType`.
- `CrossModelInstanceTypeDefinitionGeneratorTests` (Roslyn driver, 2
tests): the issue's csproj repro shape — both `AdditionalFiles`
orderings, asserting no diagnostics and that the combined generated
output of both models **compiles** (the instance factories reference the
dependency model's typed state classes).

Verified locally on net10.0: `Opc.Ua.SourceGeneration.Core.Tests` 3800
passed, `Opc.Ua.SourceGeneration.Tests` 141 passed,
`Opc.Ua.SourceGeneration.Stack.Tests` 94 passed; 0-warning Release build
of `Opc.Ua.SourceGeneration.Core` (all TFMs incl. netstandard2.0);
`dotnet format whitespace --verify-no-changes` clean.

This removes the last generator blocker for source generating the
instance model of the `Workshop/DataTypes` sample
(OPCFoundation/UA-.NETStandard-Samples#814): its `ParkingLot` /
`DriverOfTheMonth` are instances of types declared in the other design
file.

## Related Issues

- Fixes #4353

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
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Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-31 09:47:08 +00:00
romanett 24ba4855e6 Fix [DataType] generator Clone() dropping every inherited field of a derived structure (#4354)
# Description

The `[DataType]` source generator emitted a `Clone()` that created a
fresh instance and copied only the fields declared on the annotated type
itself, so every field inherited from an `IEncodeable` base was silently
dropped. Since the server clones node values while loading an address
space, a derived structure served by a node manager came back out of a
Read with its inherited fields empty, even though encode/decode was
correct.

This PR makes the `[DataType]` path emit the same
`MemberwiseClone`-based shape as the model-based generator:

```csharp
/// <inheritdoc/>
public override object Clone()
{
    return (DerivedStruct)this.MemberwiseClone();
}

/// <inheritdoc/>
public new object MemberwiseClone()
{
    DerivedStruct clone = (DerivedStruct)base.MemberwiseClone();
    // deep copy of the own reference-typed fields
    return clone;
}
```

`Clone()` delegates to a generated `public new object MemberwiseClone()`
that starts from `base.MemberwiseClone()` — a shallow copy of the whole
object, inherited fields included — and then deep copies the type's own
reference-typed fields (encodeables, `DataValue`, `Variant`,
`ExtensionObject`). Derived classes hide `MemberwiseClone` and chain
into the base implementation, so deep-copy semantics compose across the
hierarchy, including across assemblies into model-generated base types
(the `BicycleType` scenario that surfaced this). The two generator paths
now agree.

Because the clone now starts from a full shallow copy
(`base.MemberwiseClone()` for classes, `with { }` for records), the
per-field clone emitter only writes the deep-copy assignments; the
redundant per-field plain copies are gone. This also fixes a latent side
bug in the class path: init-only simple fields were silently dropped by
the fresh-instance clone as well.

Records were already correct (`with { }` carries every field) and are
unchanged in shape.

Tests:

- `GenerateClassCloneUsesMemberwiseClone` /
`GenerateDerivedClassCloneCarriesInheritedState` assert the emitted
shape for root and derived classes.
- `DerivedClassCloneKeepsInheritedFields` runs the exact repro from the
issue through the Roslyn driver, emits the assembly, and executes
`Clone()` at runtime to prove the inherited field survives (verified on
net10.0 and net48).

Verified locally: `Opc.Ua.SourceGeneration.Core.Tests` (3798 passed),
`Opc.Ua.SourceGeneration.Tests` (140 passed),
`Opc.Ua.SourceGeneration.Stack.Tests` (94 passed), and
`Opc.Ua.Client.Tests` (2161 passed, exercises the regenerated in-tree
`[DataType]` record types). The in-tree `[DataType]` consumers
(Opc.Ua.Client, both GDS common projects) regenerate and build without
warnings.

## Related Issues

- Fixes #4352

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-30 22:10:27 +00:00
romanett 52df519e50 Expose the client configuration provider and add an opt-in eager load on host start (#4343)
# Description

`AddClient(configurationFile)` (#4328) loads the supplied configuration
XML lazily on the first DI session connect, and the
`ClientSuppliedConfigurationProvider` behind it was reachable only
through internals. Hosted clients whose user interface needs the
`ApplicationConfiguration` **before any session exists** therefore had
no public way to trigger the load or to read the configuration back —
the concrete blocker for moving the 14 WinForms sample clients and the
GDS client off the classic eager `ApplicationInstance` path
(OPCFoundation/UA-.NETStandard-Samples#794 /
OPCFoundation/UA-.NETStandard-Samples#808).

Two small additions, exactly as designed in #4340:

**1. `OpcUaClientOptions.ConfigurationProvider` is now public** (`get`;
the setter stays `internal`).

It is already typed as the public
`IOpcUaApplicationConfigurationProvider`, so consumers get everything
they need with **no new types**: `GetAsync(ct)` as an explicit load
trigger that does not connect a session, `Configuration` for the loaded
document, and `Application` (`IApplicationInstance`) for the
applications that manage their own instance certificate. Registering the
supplied provider as `IOpcUaApplicationConfigurationProvider` in DI was
deliberately *not* done — `OpcUaServerHostedService` binds to the last
registered interface when it has no document of its own, so in a
combined client+server host a client-only document would silently
capture the server.

**2. `OpcUaClientOptions.LoadConfigurationOnStart` — an opt-in eager
load for hosted applications.**

It registers an internal `ClientConfigurationLoaderHostedService` that
awaits `GetAsync` during host start, the client-side twin of
`ReverseConnectManagerHostedService`. When `host.StartAsync()` returns,
the document is loaded and validated, the application-instance
certificate is ensured, `Configuration` is published onto the resolved
options (exactly as the connect path does), and a load failure fails the
host start instead of surfacing on the first connect. It is registered
ahead of the reverse-connect hosted service, so the configuration is
complete before anything consumes it.

The flag applies to every provider source — a document supplied via
`ConfigurationFile` / `ConfigurationStream` and a shared
`ConfigureApplication(...)` provider alike — and is a no-op for an
explicit `Configuration`, which is already complete. It is bindable from
`OpcUa:Client:LoadConfigurationOnStart`. Applications without a Generic
Host call `GetAsync` on the provider directly instead; both routes share
the provider's single-flight load, so the configuration is never loaded
twice.

A WinForms client then becomes:

```csharp
services.AddOpcUa().AddClient("MyClient.Config.xml", o => o.LoadConfigurationOnStart = true);

await host.StartAsync();

ApplicationConfiguration configuration = host.Services
    .GetRequiredService<OpcUaClientOptions>()
    .ConfigurationProvider!.Configuration;
```

**Reviewer note:** because the flag decides a *service registration*, it
must be set inside the `AddClient(...)` callback or bound from the
configuration section — setting it on the resolved options afterwards
has no effect. This is called out in the XML docs and in
`DependencyInjection.md`.

**Coverage:** three tests added to `ClientConfigurationFileTests` for
the supplied-document path (eager load on start including the
certificate bootstrap and `Application` surface, load failure surfacing
on start, no hosted service registered without the flag) and a new
`ClientEagerConfigurationLoadTests` fixture for the provider-agnostic
behavior (shared `ConfigureApplication(...)` provider awaited exactly
once, explicit-`Configuration` no-op, host-startup-token cancellation
aborting the load, configuration-section binding, and an end-to-end
`host.StartAsync()` test). All 331 `ClientBuilder` tests pass (8 new),
as do the 185 server hosting tests including the combined client+server
fixtures. `Opc.Ua.Client` builds warning-free on all target frameworks;
the test project builds clean on net10.0 and net472.

**Docs:** new "Client: loading the configuration eagerly" section in
`docs/DependencyInjection.md` and a pointer in the `Opc.Ua.Client` NuGet
README.

With these in place the sample clients can switch in a follow-up to
OPCFoundation/UA-.NETStandard-Samples#808.

## Related Issues

- Fixes #4340
- Builds on #4328

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

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2026-08-30 20:50:46 +02:00
romanett 766c5558e8 Fix structure subtyping across dependency ModelDesign boundaries (#4335)
# Description

The model source generator crashed whenever a `ModelDesign` declared a
structure that subtypes a structure from **another** design file
(`MODELGEN003` with a `NullReferenceException`), and the cross-assembly
`[assembly: ModelDependency]` flow failed even earlier with `The
BaseType reference ... is not the expected type: DataTypeDesign`.
Structure inheritance across model boundaries — the primary use case of
companion-spec layering — could not be source-generated at all.

Three root causes, all in the dependency-loading path of the validator:

1. **Dependency design files were never linked.** They load with
`validateDictionary: false`, so their `DataTypeDesign`s kept
`BasicDataType` at the enum default (`Boolean`) and their fields'
`DataTypeNode` stayed `null`. `BinarySchemaGenerator`'s inherited-field
merge then dereferenced the null `DataTypeNode`, and
`XmlSchemaGenerator` / `DataTypeGenerator` silently emitted `xs:boolean`
/ `bool` from the default classification.
2. **Dependencies that import the target crashed at load.** Each
generation group receives every design file of the compilation as a
dependency, including downstream models that import the group's target —
those loaded *before* the target they import and failed resolving their
`BaseType`. This produced the confusing
`AdditionalFiles`-order-dependent failure modes.
3. **The payload flow never reached ModelDesign targets.**
`ModelCompilation` supplied `referencedDependencies` only to the
NodeSet2 pass, never to the design-file pass, and payload-materialised
data types lacked the classification and field links needed to serve as
base types of local structures.

Changes:

- `ModelDesignValidator.ValidateModel` loads dependencies in two phases
around the target: upstream models first (topological, referenced models
before their referrers), then the target, then models that import the
target.
- A new `LinkDependencyDataTypes` pass classifies dependency data types
(`IsStructure` / `IsEnumeration` / `BasicDataType`) and resolves field
`DataTypeNode` / `Parent` best effort. It runs for payload-imported
declarations and upstream design-file dependencies before target
validation, and for downstream dependencies after they load. NodeSet2
dependencies are excluded — `NodeSetToModelDesign` already links and
classifies them with its own semantics.
- Payloads for models that are backed by a design file in the
compilation are skipped — the explicit file is authoritative
(previously, importing both crashed with duplicate symbolic ids).
- Payload-materialised data types honor the payload's `IsEnumeration`
flag.
- The design-file `GenerateCode` pass now receives the referenced
assemblies' dependency payloads (`ModelCompilation` + new optional
`referencedDependencies` parameter).
- `docs/ModelDependencies.md` updated accordingly.

Tests (all verified to fail with the exact reported errors before the
fix):

- `CrossModelStructureSubtypeTests` (Core, 6 tests): the issue's minimal
repro end to end — asserting the emitted `.bsd` carries inherited fields
with correct types and `SourceType`, the `.xsd` extends the dependency
structure (not `xs:boolean`), and the generated C# derives correctly —
plus the reversed target/dependency order, both payload flows at
generation and validator level, and a three-level chain (target →
payload structure → design-file structure).
- `CrossModelStructureSubtypeGeneratorTests` (Roslyn driver, 3 tests):
both `AdditionalFiles` orderings compiling the generated output, and the
full cross-assembly flow (producer assembly generated from the upstream
design; consumer resolves the base structure from the reference's
payload without re-emitting it).

Verified locally on net10.0: `Opc.Ua.SourceGeneration.Core.Tests` 3786
passed, `Opc.Ua.SourceGeneration.Tests` 135 passed,
`Opc.Ua.SourceGeneration.Stack.Tests` 94 passed; 0-warning Release
builds of `Opc.Ua.SourceGeneration.Core` (all TFMs incl.
netstandard2.0), both Roslyn generator variants, Stack and Tester.

This unblocks the `[NodeManager]` migration of the DataTypes workshop
sample (OPCFoundation/UA-.NETStandard-Samples#757).

## Related Issues

- Fixes #4332

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

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Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
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2026-08-30 17:22:34 +00:00
romanett 1f0125c385 Fix reverse connect hold time when several Servers share one listener (#4342)
# Description

Fixes the reverse connect problem reported in #3985 on `master`. #4009
and #4059 addressed the listener startup diagnostics and the async
lifecycle, but the actual hold time defect described in [mrsuciu's
comment on the
issue](https://github.com/OPCFoundation/UA-.NETStandard/issues/3985)
survived both refactors unchanged.

Symptom: a Client which uses one reverse connect listener port for
several Servers connects to the first Server, and every following
`WaitForConnectionAsync` times out. A separate listener port per Server
was the only workaround.

## Root cause

- Servers which send `ReverseHello` before the application registered a
waiting connection for them are held in `OnConnectionWaitingAsync` for
`HoldTime`.
- All held connections share a single `CancellationTokenSource`, so
`RegisterWaitingConnection`/`WaitForConnectionAsync` wakes up **every**
held connection, not only the one it was registered for.
- The hold loop was `while (!matched) { ... break; }` with an
unconditional `break`, so each woken connection got exactly one re-match
attempt. The connections which did not match the new registration fell
out of the loop unaccepted, although most of their own hold time was
left.
- An unaccepted connection is force faulted by the listener
(`TcpReverseConnectChannel`, "The reverse connection was rejected by the
client"), so that Server is dropped and only returns on its next
`ReverseHello` interval, long after the Client timed out waiting for it.

Separate ports avoid the shared wakeup path, which is exactly why that
workaround succeeds.

## Changes

- `OnConnectionWaitingAsync` re-arms the hold after a wakeup: it
re-matches, and if the registration which caused the wakeup was for
another Server the connection keeps waiting for the remainder of its own
hold time. The loop is still bounded by `HoldTime`, so a Server which is
never registered for is rejected exactly as before.
- New `IsCallbackDrainPending()` check before the hold is re-armed.
`DrainConnectionCallbacksAsync` cancels the hold token without renewing
it, so a re-armed hold would spin on the already cancelled token until
the hold time expires and would block the drain until then. With the
check a held callback releases its transport immediately, which keeps
the existing `StopDrainsHeldConnectionCallbackBeforeListenerClose` and
`DisposeDrainsHeldConnectionCallbackBeforeListenerDisposal` guarantees
intact.
- `docs/ReverseConnect.md`: document the `HoldTime` semantics in the
"Sharing a listener across multiple Servers" section.

No public API change.

## Validation

- New `HeldConnectionSurvivesRegistrationForAnotherServer` test in
`ReverseConnectManagerLifecycleTests` drives two held callbacks through
`InvokeConnectionWaitingForTest` and proves the second Server keeps its
connection when the first Server is registered. Verified that it fails
against the previous behaviour with "the reverse connection of the
second Server was released before its hold time expired".
- `FullyQualifiedName~ReverseConnect` (183 tests, including
`ReverseConnectManagerTests`, `ReverseConnectManagerLifecycleTests` and
`ReverseConnectHostTests`): all pass on net10.0 and net48.

## Related Issues

- Relates to #3985.
- The same fix for the LTS branch is #4341 (base `master378`).

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

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Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
2026-08-30 16:38:07 +00:00
romanett 651beaee1e Fully support AliasNames in ConsoleReferenceServer (#4012) (#4321)
# Description

The CTT AliasName conformance units skip or fail against the
ConsoleReferenceServer. `AliasName Base` skips with *"No instance of
AliasNameType has been found in the address space"*; `Category Tags`,
`Category Topics` and `Hierarchy` fail. Part 17 support landed in #3779,
but aliases live only inside the `IAliasNameStore` — nothing is
browsable, no `AliasNameCategoryType` is nested under another, and the
Topics aliases point at the Server object rather than at a
`PublishedDataSetType` instance.

Part 17 §6.2 clients — the CTT among them — discover aliases by
browsing, not only by calling `FindAlias`. This PR materializes the
store contents as real nodes and fills the three gaps.

### SDK — `Opc.Ua.Server`

* **`DiagnosticsNodeManager.MaterializeRegisteredAliasNameNodesAsync`**
(new, opt-in) walks every registered `IAliasNameStore` and creates one
`AliasNameType` instance per alias — BrowseName carrying the alias name,
`AliasFor` references to its targets, and the inverse `HasAlias`
reference on each local target (via `externalReferences`, since targets
usually live in another node manager) — plus an `AliasNameCategoryType`
instance for every store category the standard NodeSet does not already
ship. Categories whose NodeId belongs to another node manager are
skipped, so an `AliasNameNodeManager` that also registers its store with
the server-wide registry does not get its NodeIds claimed twice.

Opt-in: servers that only need the well-known `FindAlias` to answer from
their store pay nothing. The nodes are a snapshot taken at address-space
creation — later mutations change what `FindAlias` returns but do not
add or remove nodes.

* **Optional Part 17 methods on the well-known categories.** The same
pass instantiates whatever a category declares through
`AliasNameCapabilities`: `FindAliasVerbose` (§6.3.3),
`AddAliasesToCategory` (§6.3.4), `DeleteAliasesFromCategory` (§6.3.5)
and `LastChange` (§6.3.1). Mutations require a `SecurityAdmin` caller on
a `SignAndEncrypt` channel; the gate previously private to
`AliasNameNodeManager` moved to `AliasNameMethodDispatcher` so both
paths share one implementation.

* **`LastChange`** is now tracked per category rather than only for the
standard `Aliases` node, and the duplicated seeding logic collapsed into
one helper.

### Reference server

* A nested **`Devices`** category under `TagVariables` holds
`Pump1_Status` and `Heater_Power`. `FindAlias` on `TagVariables` still
returns all six names through subtree recursion, while `FindAlias` on
`Devices` returns exactly two — which is what the Hierarchy unit checks.
* `ReferenceServerConfigurationNodeManager` creates three
**`PublishedDataSet` instances** under `PublishedDataSets` (`i=17371`)
and the Topics aliases now target them, satisfying the *"is a Dataset"*
check. These are address-space instances only — no PubSub runtime is
added, and the CTT only inspects the target's type definition.

## Note for reviewers — the reserved NodeIds

The optional children are created at the NodeIds the OPC Foundation
reserves for them (`Aliases.FindAliasVerbose` = `i=24054`,
`TagVariables.LastChange` = `i=32854`, …). Those identifiers are
allocated in `StandardTypes.csv` but are **not** declared in the
ModelDesign and **not** present in the published NodeSet, because the
standard address space does not instantiate optional children. The
source generator therefore emits no parent-to-instance mapping and no
`MethodIds` constants for them, so
`DiagnosticsNodeManager.ReservedChildIds` supplies the nine method ids
and the two missing `LastChange` ids explicitly, each traceable to its
registry row. The 18 argument-property ids do have generated
`VariableIds` constants and are referenced through those.

I deliberately did **not** "fix" this by declaring the children in
`tools/Opc.Ua.SourceGeneration.Core/Design/StandardTypes.xml`: that file
is a verbatim copy of upstream
`UA-ModelCompiler/Design.v105/StandardTypes.xml` (the only differences
today are upstream being newer), so a local edit is lost on the next
sync and the NodeIds would silently revert to factory-minted ones.
`docs/AliasNames.md` records this.

Worth raising upstream separately: `StandardTypes.csv` allocates
`Aliases_FindAliasVerbose` and siblings while the ModelDesign never
declares those children, so the ModelCompiler cannot emit ids it has
itself reserved. If that is ever reconciled, `ReservedChildIds` becomes
redundant and deletes cleanly.

## Related Issues

- Fixes #4012

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. — **not
done: verified on net8.0 only** (Server 4710, InformationModel 1099,
Core 4443, plus the client and features alias suites; AOT build clean).
Needs a run against net framework and net10 before this leaves draft.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Tests

`tests/Opc.Ua.InformationModel.Tests/Aliasname*Tests.cs` mirror the four
CTT conformance units and no longer `Assert.Ignore` where the CTT
reported failures — the alias suite is 37 tests with no skips. New
`AliasnameOptionalMethodsTests` covers the optional methods, their
reserved NodeIds, the anonymous-caller denial, an add/find/delete round
trip and `LastChange` advancing on mutation.

One pre-existing test changed premise:
`EnumerateSubCategoriesAsyncOnLeafReturnsEmptyAsync` asserted that
`TagVariables` has no sub-categories, which this PR deliberately makes
false. It now targets `Topics` (still a leaf) and a new test guards the
nesting.

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2026-08-29 18:05:42 +00:00
Marc Schier cef83550cb OPC UA Vision: a vision-guided bin-picking demo an LLM agent can see and drive (#4235)
# Description

Implements **OPC UA — Vision** and uses it to build the demo the
companion specifications were drafted for: an eye-in-hand camera watches
a bin of parts, a language model *looks at the frame*, decides which
part matches the instruction, and commands the robot through Robot
Intent — with the OpenUSD viewer showing the arm move and the bin empty
out.

> **Draft, and stacked.**
[#4195](https://github.com/OPCFoundation/UA-.NETStandard/pull/4195) has
merged and master is merged in, so what is left on top of `master` is
the Vision work plus the unmerged `marcschier/ai-model-management`
branch, which the demo needs for the model/dataset/deployment
provenance. Review the Vision commits; the AI Model Management work
lands with its own PR.

## What is here

**The specification, implemented.** `Opc.Ua.Vision` is generated from
the spec's own `Opc.Ua.Vision.NodeSet2.xml`, vendored byte-identically
(SHA-256 `79C592C6…`, verified against a fresh download and stored
LF-preserved like the Robot Intent NodeSet). `Opc.Ua.Vision.Server`
builds the §4.2 discovery object, sensors, the coordinate-frame tree,
calibrations, media endpoints, inference pipelines and the §9 feedback
methods, with rendering and inference behind injectable providers.
`Opc.Ua.Vision.Client` is built on the generated ObjectType proxies and
composes transforms across the frame tree, which is what turns a
detection in camera coordinates into a pose a robot can act on.

**Two perception paths behind one contract**, which is exactly what
`InferenceLocationEnum` is for. `OnServer` is a deterministic detector
derived from the stage's ground truth — no model, no network, no GPU, so
CI can exercise the whole loop. `EdgeOffServer` is the agent: it sees
the frame over MCP and calls `SubmitDetections`, and the Server
publishes results it did not compute. A client reads
`DetectionResultType` identically either way.

**The agent's eyes.** `tools/Opc.Ua.Mcp.Vision` adds 22 `vision_*`
tools, which with the four shared connection tools makes the `vision`
profile 26; `vision_get_frame` returns the camera image as an MCP
`ImageContentBlock`, so the model looks at pixels rather than reading a
description of them. Tool profiles now compose — `--profile
vision,robotics` yields 62 tools — so one agent can both see and act
without dragging in the full 136-tool catalogue.

**The cell.** `samples/Robotics/BinPickingCell` follows the spec's own
Robotics-Vision Addendum: the `world → robot_base → flange →
gripper_tcp` frame tree with `camera_eih` on the flange, the `HandEye`
extrinsics and the `Intrinsics612x512` intrinsics — the addendum's
2448×2048 calibration scaled to the 4×4-binned grid the camera actually
delivers. `samples/Robotics/BinPickingClient` hosts the composed MCP
catalogue and optionally the viewer.

**Documentation.** `docs/Vision.md` (~800 lines) covers the model,
hosting, the build context, every topology builder, both perception
paths, feedback, the MCP profile and the limitations; linked from
`docs/README.md`, with the profile table in `docs/McpServer.md` and
READMEs for both samples.

## Evidence, not assertions

Each of these was measured on a running system rather than assumed:

| Claim | Evidence |
|---|---|
| The camera sees the bin | 612×512 frame with the bin and all five
parts in view — red `(212,47,47)`, green `(61,193,71)`, blue
`(54,85,218)`, yellow `(215,196,58)`, orange `(209,119,55)` |
| An agent can act on what it sees | Over MCP, `vision_get_frame`
returns a 612×512 PNG that decodes from base64 to 1,254,051 bytes, the
descriptor beside the detections says 612×512, and all five
`BoundingBox2D` centres land **inside** the frame on the pixel colour
their own detection claims |
| The geometry is right | A detection composed `camera_eih → world`
lands on the authored position, residual **0.0000 m** — on both the
on-server and off-server paths |
| The detector tracks the world | Placing a part drops the next scan
from 5 detections to 4, with that part absent |
| The robot obeys the agent | Scripted run took command authority and
completed a pick and a place, both `Succeeded` |
| Tool catalogues are honest | Counted from a running server: vision 26,
robotics 40, `vision,robotics` 62, full 136, **zero duplicates** |
| Every node is browsable by NodeId | Eight representative NodeIds —
both folders, a pipeline, a frame, the sensor, its Calibrations folder,
the HandEye calibration, the Media folder — all `Good` |

That tool-count check matters because the profile tests collapse names
into a `HashSet` and *cannot see* a duplicate registration — so the new
tests count registrations, not names.

## Things that were wrong, and are not now

Writing the tests found three defects of one kind — code that answered
instead of refusing. A zero-norm quaternion was silently rewritten to
identity, so a caller with an all-zero orientation got a confident wrong
grasp pose. `SubmitCorrection` rewrote a null `ResultId` to empty and
called the sink anyway. A bad `StageIdentifier` **killed the host
process** inside native `UsdStage.Open`, via an exception .NET cannot
catch. All three now refuse loudly and are pinned by tests.

**Nodes that existed but could not be reached.** The node manager
indexes the Vision root before configurators run, so everything the
fluent builder grafted on afterwards — both folders, the pipelines with
their Results and Feedback, the frames, the sensors with their optics,
calibrations and media endpoints — was never added to the index.
Browsing *forward from a parent* worked, because that walks
`NodeState.Children` in memory; browsing any of those nodes *by its own
NodeId* returned `BadNodeIdUnknown`, which is how an ordinary client and
the MCP discovery tools navigate. Registration is now deferred and
flushed after each configurator. The first fix covered only the DI path
and left the documented non-DI fallback broken in exactly the same way,
so `ConfigureVisionAsync` now exists and registers what it builds.

That defect survived a green suite because every test browsed children.
The new tests assert by NodeId, and were checked against the broken code
— with the flush removed, they fail.

**Every Method was uncallable.** The Server passed 426 unit tests while
not one of its Methods could be invoked over a real session —
`RunInference` returned `Bad_TooManyArguments`, and so did every other
Method that takes arguments, which is all of them but `StartContinuous`
and `Stop`. Three independent faults, each sufficient on its own: the
Method nodes were never created (they are Optional children, and the
dispatcher guards every attachment with a null check, so it silently
attached nothing); nothing declared the arguments, so the stack
concluded none were expected; and `MethodDeclarationId` pointed at a
synthesised NodeId rather than the NodeSet declaration a client calls
with, so the lookup missed the instance Method entirely. The builder now
creates the Methods, the `Results` folder and the `Feedback` object when
a provider or sink is configured, declares every signature, and names
the right declaration.

Unit tests could not have caught this: they invoke the handler delegates
directly and never go through `MethodState.Call`. It took an end-to-end
test over a real session. Relatedly, children created by the generated
`CreateOrReplace` helpers carry no `ReferenceTypeId`, so nothing could
reach them — fixed once in the build context rather than at the several
dozen call sites.
**And one where I was wrong.** Earlier in this branch I reversed my own
agents' decision and made `SubmitDetections` accept an empty detection
set, reasoning that "I looked and the bin is empty" is a correct
observation and refusing it forces a correct agent to invent a
detection. The reasoning is sound; it is also an argument *against* the
specification rather than an implementation of it. §9.5 is normative and
explicit — its StatusCode table lists `Bad_InvalidArgument` for
"`Detections` empty; or `SubmitCorrection` supplies both or neither
corrected array".

Worse, **none of §9.5's argument rules were enforced anywhere** — the
dispatcher forwarded every submission straight to the feedback sink, so
conformance depended on whichever sink a host installed. They are Server
obligations, so they now live in the dispatcher, ahead of the sink,
proven by strict mocks that would throw if the sink were consulted. The
usability problem is real and does not go away by conforming, so it is
raised where it can be fixed:
[opcua-drafts#70](https://github.com/marcschier/opcua-drafts/issues/70).

## Tracking the updated drafts

The Vision, Robot Intent and AI Model Management NodeSets on
`opcua-drafts` `main` have moved, partly because of feedback this branch
raised. All three are re-vendored byte-identically — verified by
comparing git blob hashes against the upstream files rather than by eye
— and the implementations follow.

**Two statements that were previously inexpressible now have a wire
representation.** `SubmitDetections` takes `SceneIsEmpty` and
`SubmitCorrection` takes `RetractAll`, so an agent can report "I
examined this frame and there is nothing in it" — the terminating
condition of the bin-picking task — and can retract a false positive by
correcting a result down to nothing. Both are checked in both
directions, because the flag is exactly what separates a deliberate
empty observation from a lost payload: an empty array without the flag
is refused, and the flag with an array attached is refused as two
contradictory claims about one frame. Implemented in the dispatcher, the
client, the MCP tools the agent drives, and the sample cell.

Also absorbed: `LampType` and `LightingMode` became enums (§66),
`ProfileName` became `DefaultProfileName` on the endpoint (distinct from
the `ProfileName` a caller passes to `GetStreamEndpoint`, which keeps
its name), AI `Invoke`/`InvokeAsync` gained `PayloadUri` under the same
exactly-one rule, and AI `ListModels` gained a `ContinuationPoint` —
because `MaxResults` alone puts everything past the bound permanently
out of reach.

**OpenUSD is on `0.9.0-alpha`**, verified on the running cell rather
than by restore alone: D3D12 backend, 612×512 frame, the bin and all
five parts in view and detected — the same result `0.8.0-alpha`
produced.

The one local workaround that survives is `VisionMethodArguments`, and
its reason has changed rather than gone away: the builder materialises
these Methods as Optional children through `CreateOrReplace`, which
constructs the state object directly and never runs the generated
factory that now carries the signatures. Checked rather than assumed —
removing the declarations fails five of the eight
`VisionMethodSurfaceTests`.

## Review feedback

Three threads, all addressed in `0fe2803a3`:

- **The AI Model Management work is now a library family, not a
sample.** `src/Opc.Ua.AI` (model), `.Inference` (`IInferenceBackend` and
backends), `.Server` (node manager) and `.Client` (discovery, reads,
calls, artefact transfer), in the same shape as the Robotics and Vision
families; the samples become `samples/AI/ModelManagementServer` and
`ModelManagementClient`. The client library needed real work rather than
relocation: its browsing surface was `private` inside the sample's
scenario runner, so moving the file alone would have produced a library
nobody could call.
- **No cloud-vendor SDK is referenced anywhere.** Inference goes through
`Microsoft.Extensions.AI` — an `IChatClient` is implemented by hosted
services and on-device runtimes alike, which is exactly the property
clause 8.1 asserts. `Azure.Identity` is gone: workload identity is not
an Azure feature, every platform projects a token into a file and each
SDK reads that file behind its own API, so the resolver reads it
directly. The comment claiming `Microsoft.Extensions.AI` would force a
`System.Text.Json` bump was stale — it pins 10.0.10, which this
repository already centralises on.
- **`BinPickingCell` and `BinPickingClient` moved into
`samples/Robotics/`**, which is where they belonged: the cell was
already linking the arm, its kinematics and both USD assets out of
`IntentEnabledRobot`.

## Upstream

Work that belonged elsewhere went elsewhere rather than being worked
around locally:

- **`openusd-dotnet`
[#13](https://github.com/marcschier/openusd-dotnet/pull/13)** — merged
and shipped in `0.8.0-alpha`. `SilkFrameCapture.Capture` rendered only
the first capture of a session and silently returned a blank frame for
every one after it. Also filed
[#14](https://github.com/marcschier/openusd-dotnet/issues/14) (no
camera-by-prim API) and
[#15](https://github.com/marcschier/openusd-dotnet/issues/15) (skipped
tests reported as passed — which fooled me for several runs). Both are
fixed; this branch takes `0.8.0-alpha` and deletes two workarounds,
including 143 lines of hand-rolled projection maths.
- **`opcua-drafts`
[#66](https://github.com/marcschier/opcua-drafts/issues/66)–[#69](https://github.com/marcschier/opcua-drafts/issues/69)**
— a close read of the spec produced 22 candidate ambiguities; 12 were
discarded as misreadings with clause citations and the remaining 10
filed. One is concrete: five members exist in the NodeId CSV that no
clause documents.
- **`opcua-drafts`
[#70](https://github.com/marcschier/opcua-drafts/issues/70)** — §9.5
could not express an empty observation or a false-positive retraction.
**Adopted**, with the explicit-flag resolution argued for:
`SubmitDetections` gained `SceneIsEmpty`, `SubmitCorrection` gained
`RetractAll`, and the corrected-array rule relaxed from *exactly one* to
*at most one*.
- **`opcua-drafts`
[#71](https://github.com/marcschier/opcua-drafts/issues/71)** — the
Vision NodeSet browse-named all 13 `InputArguments` / `OutputArguments`
Properties in the Vision namespace rather than the base namespace, so a
stack could not find them and every Method in the specification was
uncallable. **Fixed**; this branch now tracks the corrected artefact.

## The defect underneath it all

The end-to-end suite was removed earlier in this branch because nine of
its
fourteen tests failed on one symptom: a client could not open a
pipeline's
`Feedback` object or enumerate its `Results`, even though browsing the
same
parent listed both. Restoring it meant explaining that, and the
explanation
was not in Vision.

`RelativePathElement` initialised **`IsInverse` to `true`**. A caller
that
sets a `ReferenceTypeId` and a `TargetName` — which reads as *"the child
reached by this Reference"* — was therefore asking the Server for the
**inverse** Reference, and got `Bad_NoMatch` with nothing in the request
to
suggest why.

`ObjectTypeClient.ResolveChildNodeIdAsync` is such a caller, and it is
what
**every source-generated Optional-child accessor in the stack** is built
on
— the accessor whose own documentation cites
`AlarmConditionTypeClient.GetShelvingStateAsync`
as an example. Vision is merely where it surfaced, because Vision puts
two
Optional children on the path an off-Server agent must take. The sibling
helper in `StateMachineTypeClientExtensions` already set `IsInverse =
false`
by hand, which is the shape of a trap rather than a default.

The default is now forward, `ResolveChildNodeIdAsync` says so
explicitly,
and the existing test that had recorded `true` as *expected* now pins
`false` with the reasoning. Of the forty `RelativePathElement`
construction
sites in the tree, that accessor was **the only one relying on the
default at
all** — every deliberate caller already set it.

Two further defects were found underneath it, both real and both fixed:

- The generated `CreateOrReplace` helpers construct a child state object
directly and leave **`TypeDefinitionId`** unset as well as
`ReferenceTypeId`.
A child referenced by nothing cannot be browsed; one with no type
definition
is a malformed Object that a client filtering by type silently skips —
which
  is exactly what `EnumerateResultsAsync` does. Normalisation moved to
`VisionNodeManager`, so it also covers the case the builder cannot see:
a
result published **at runtime** by an inference provider, long after the
address space was built. That path produced results a client could list
but
  not read.
- `Opc.Ua.AI` shipped without an `AssemblyInfo`, so the solution built
with
  six `CA1014` warnings.

I had initially "fixed" this in the Vision client with Browse-based
fallbacks,
on the strength of a probe that appeared to show
`TranslateBrowsePathsToNodeIds`
failing even for `Server → ServerStatus`. That probe was wrong: it used
an
unqualified `ReferenceTypeIds`, which inside a `Opc.Ua.Vision.*`
namespace
binds to *Vision's* `ReferenceTypeIds` and yields a nonsense NodeId.
Chasing
that to the end is what turned up the real cause. **The fallbacks are
gone** —
they would have hidden a stack-wide bug behind a Vision-shaped
workaround, and
one of them matched on browse name while ignoring the namespace index.

`tests/Opc.Ua.Vision.Intent.Tests` is restored and back in `UA.slnx`,
passing
**14/14** on its own merit rather than through a client-side workaround.
A
registration test now pins the pipeline's `Feedback` and `Results`
children,
which nothing covered before.

## Running it, and what that found

The demo's premise is that a language model **looks at the bin and
reasons
about what it sees**. Running it end to end showed it could not, for
reasons
no test covered, because every one of them lived between components.

**The sample did not compile.** Two `CS8604` nullable errors with
`TreatWarningsAsErrors`, so neither the cell server nor the demo could
be
started at all. Worth recording that my first explanation was wrong: CI
*does*
build this project - the Linux leg's `net10.0` pass compiles it,
log-confirmed -
so this is not a coverage gap in the workflow, and no workflow change
was made.

**`Pick` and `Place` never moved the arm.** They were a delay plus a
gripper
action, so the operations reported `Succeeded` while nothing travelled.
They now
solve IK once and interpolate in joint space. **And the parts never
moved**: the
arm swung but the bin stayed full, because nothing tied the held object
to the
world state. The connector now creates 11 monitored items where it
created 6,
and a scripted run delivers `SeqNo=151` across 10 messages where it
delivered
`SeqNo=3` across 1.

**The frame was smuggled through a string field.** The media provider
put a
base64 *data URI* of the PNG into `VisionImageReferenceDataType.Uri` - a
field
meant to be a *reference*, while the bytes were already returned in the
inline
`ByteString`. Every response therefore shipped the image twice, and a
1,311,400-byte PNG became a 1,748,536-character string against a
`MaxStringLength` of 65,535: **26.7x over**. That is why raising
`MaxByteStringLength`, `MaxArrayLength` and `MaxMessageSize` never
helped - none
of them govern a `String`. Separately the MCP tool assigned raw bytes
where
`ImageContentBlock` requires base64, so the wire carried
`"data":"�PNG..."` -
every non-UTF-8 byte replaced by U+FFFD, destroying the image and
inflating the
response to 6.8 MB.

**The camera was aimed at nothing.** The arm's home pose, the flange
scan pose
the Vision model declared and the joint angles in the USD stage were
three
independent claims about where the camera was, and they disagreed - the
declared
flange orientation pointed the view 86 degrees away from the projection
camera.
Solving them as one thing exposed two further constraints that are easy
to miss:
the camera has to sit off the tool axis or it photographs its own
gripper, and
the IK branch has to be elbow-back or a link parks under the camera and
fills the
frame with the arm's own upper arm. A third was a regression this branch
introduced and `Opc.Ua.Robotics.Tests` caught - aiming a straight-down
camera
from a point on the base's own X-Z plane puts the wrist on the J4/J6
singularity, so every motion away from home fails to solve. A 15-degree
camera
roll, free because the camera still looks straight down, gets 25 degrees
clear,
which is the margin the poses before this branch had.

**The frame and the detections were different images.** The sensor
declared
2448x2048, the clip endpoint 1280x1024, and the renderer produced
640x512 - not
even the same aspect ratio. The ground-truth detector projects through
the
declared intrinsics, so its boxes lived in 2448x2048 space while an
agent was
handed a 640x512 picture: *"pick the red cube you can see"* arrived with
coordinates that pointed off the image. Everything now agrees at
612x512, an
exact 4x4 bin of the native sensor with the intrinsics scaled to match;
the
native size stays in the model and serial number, where it describes the
hardware rather than the image.

**`LatestClip` was created and never written**, so it reported
`Bad_NoDataAvailable` for the life of the Server and a consumer
following the
model - read the published frame, call the method only if there is none
- never
got a frame. The dispatcher now publishes a clip it has just encoded,
for every
Vision server rather than this sample alone.

One genuine API gap turned up on the way: `OpcUaServerOptions` exposes
`MaxByteStringLength`, `MaxArrayLength` and `MaxMessageSize` and **no
`MaxStringLength`**, so a Server that legitimately needs a long string
could not
raise the limit through the hosting API at all. Added, with tests. It is
not the
fix for anything above - that was a design bug - but the missing knob
was real.

## Not finished

- **Two projects sit below the repository's 80% line coverage.**
`Opc.Ua.Vision.OpenUsd` is at 71.1% — what is left only executes with a
real OpenUSD stage and plugin tree, which is not on every build agent.
`Opc.Ua.AI.Inference` is now at **86.7%**, up from 12.9%: the code this
branch *wrote* is covered by 25 tests, and `RestChatCompletionsBackend`
— previously the whole of the shortfall — is covered by 18 more against
a stubbed `HttpMessageHandler`, exercising success, refusal, throttling,
retry-after, timeout and cancellation without a network. Everything else
clears the bar — `Opc.Ua.Vision.Server` 92.1%, `Opc.Ua.AI` 91.4%,
`.Vision.Client` 88.1%, `Opc.Ua.Vision` 85.7%, `Opc.Ua.AI.Server` 80.1%,
all measured with coverlet. The CI coverage gate reports itself as
advisory and non-blocking.
- **`SamplesCollected` is not counted here, and `docs/Vision.md` now
says so.** Section 9.4 requires a Server to count a negative example
(`SceneIsEmpty` / `RetractAll` carrying a `GroundTruthLabel`) exactly as
it counts one carrying geometry. `VisionNodeManager` does not, and
structurally cannot: `SamplesCollected` is a property of
`LearningJobType`, which the *AI Model Management* companion defines,
and Vision reaches the job through a `NodeId` value rather than a
Reference **precisely so this model takes no dependency on the model
that defines it**. What the Server does guarantee is that the negative
example survives the hop intact — both flags are carried verbatim to
`IVisionFeedbackSink` — so a host that binds a learning job has
everything it needs to satisfy the clause on the counter it owns. Stated
in the limitations rather than left implied.

## Related Issues

Was stacked on #4195, now merged. No tracking issue yet for the Vision
implementation itself — happy to open one if you would like the design
recorded as an ADR before this goes further.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage. — *Types 8562, Server 4072,
Client 2123, InformationModel 1063, Robotics 540, Tools 466, Vision 442,
AI 74 and the restored Vision+Intent end-to-end suite 14/14, all green
on net10.0. Only `.OpenUsd` (71.1%) is below the 80% bar — see Not
finished.*
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings. — *`dotnet build UA.slnx -c Release`: 0 errors, 0
warnings.*
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed. — *net48:
Types 8555, Client 2126, Vision 385 green. Two net48 Server tests fail
(`CreateUserManagementSeamBindsTheModelToTheServerAsync`, and
`DurableDataValueQueueVerifyReferenceBatchingAsync` only under parallel
load); both were confirmed **pre-existing** by re-running them with the
`IsInverse` change reverted, which fails identically.*
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings. — *The net48 build legs failed because the
restored end-to-end project used `ValueTask.FromResult` /
`string.Create`, which do not exist on .NET Framework; fixed in
`fb57522da` and verified building on every TFM.
`DisposeDrainsHeldConnectionCallbackBeforeListenerDisposal` failed once
on the Ubuntu Client leg — a 13 ms timing-sensitive reverse-connect
disposal test that passes locally 2123/2123 and touches no browse
paths.*
- [ ] I have addressed **all** PR feedback received.
## Typed Vision-guided Robotics MCP workflows

The branch now also makes the demo workflow first-class in the Full MCP
profile:

- replaces stringified Robotics intent and mission inputs with typed
request schemas and exact name-or-NodeId selectors;
- adds bounded operation/mission paging, stable step-to-operation
identity, retained mission discovery, and `robotics_wait_mission`;
- makes `vision_run_inference` return bounded typed detection,
inspection, or segmentation summaries in one call;
- adds same-session `robotics_vision_pick` to select a detection and
submit Pick or Pick/Place work without implicitly taking authority,
retrying, cancelling, or waiting; and
- starts Publish workers for classic subscriptions so an independently
launched OpenUSD viewer receives live robot and part updates.

The migration guide documents the intentionally breaking MCP
request-schema changes.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 1dab1302-19c5-4a9b-a50c-d97d389713aa
Copilot-Session: a248a589-9a20-4372-868e-5d347e57001b
Copilot-Session: 99d1ab42-f83a-41ab-bf3e-85bf81fadace
Copilot-Session: bcbc8ac9-5abd-42a8-8bac-e10533790e2e
2026-08-29 19:34:15 +02:00
romanett 70c8ce4649 Allow passing an existing config XML to the client DI AddClient (#4328)
# Description

> **Stacked PR**: based on `romanett/server-di-config-xml-e30c4f`
(#4325) so the diff shows only the client changes. Once #4325 merges
this will be rebased onto `master`.

Gives the **client** DI surface the same migration path for existing
configuration XML files that #4325 gave the server: applications that
already own a classic `MyClient.Config.xml` can pass it to `AddClient`
and keep **all** of their settings.

New API surface:

- `AddClient(string configurationFile, Action<OpcUaClientOptions>?
configure = null)` loads the `ApplicationConfiguration` from the file;
the optional callback configures the remaining client options (session
endpoint, identity, reverse connect, ...).
- `AddClient(Stream configurationStream, ...)` for documents that are
not files on disk, e.g. embedded resources. The stream is read once and
disposed after loading.
- `OpcUaClientOptions.ConfigurationFile` / `ConfigurationStream` back
the overloads, so the options-callback route works too and the file path
can be bound from configuration (`OpcUa:Client:ConfigurationFile`).
- `OpcUaClientOptions.ConfigureLoadedConfiguration` runs after the
document is loaded and validated but before the application-instance
certificate check, for code-side overrides of individual file settings.

Mechanism and behavior:

- A new internal `ClientSuppliedConfigurationProvider` implements
`IOpcUaApplicationConfigurationProvider` and plugs into the client's
existing configuration-provider seam. The document loads **lazily on
first use** — the first session connect, reverse-connect startup, or an
explicit `GetAsync` — through
`ApplicationInstance.LoadApplicationConfigurationAsync`, so every
setting (security configuration, certificate stores, transport quotas,
client configuration) applies exactly as on the classic path, including
localhost fix-up.
- The load **ensures the application-instance certificate** (mirroring
the shared `ConfigureApplication(...)` provider), which the pre-existing
manual workaround — pre-loading and assigning
`OpcUaClientOptions.Configuration` — never received. DI-registered
`ICertificateManager` / `ICertificatePasswordProvider` are honored.
Single-flight loading; `IAsyncDisposable` like the shared provider.
- The supplied document is authoritative and takes precedence over a
shared application registered with `ConfigureApplication(...)`.
Ambiguous combinations are rejected eagerly at `AddClient` with clear
`InvalidOperationException`s: file + stream, document + explicit
`Configuration`, document + application identity properties, and a
white-space path arriving through configuration binding. The start-time
`IValidateOptions` validator accepts a supplied document as a
configuration source.
- `ConnectManagedSessionAsync` publishes the lazily loaded configuration
onto the resolved options after `GetAsync`, so the channel manager and
session builder see it exactly as on the other configuration paths;
reverse connect consumes the provider through its existing async-startup
path unchanged.

Coverage: new `ClientConfigurationFileTests` fixture (8 tests) — loading
from file and stream with assertions on the document settings, the
override callback, the certificate bootstrap, provider caching and lazy
semantics, precedence over `ConfigureApplication`, load failure for a
missing file, argument validation, ambiguous-combination rejection,
configuration-section binding, and validator acceptance. All 323
existing ClientBuilder tests and all 180 server hosting tests (including
the combined client+server fixtures) pass; `Opc.Ua.Client` builds
warning-free on net472, net8.0, and net10.0 (AOT analyzers).

Docs: new "Client: using an existing configuration XML file" section in
`docs/DependencyInjection.md` with cross-links from the server section,
an updated pointer in the 2.0 migration guide, and a NuGet README
mention.

## Related Issues

- Fixes #4327
- Stacked on #4325 (server-side counterpart)

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-29 13:33:40 +00:00
romanett e61ad4b306 Fully support sub-state machines in the fluent state-machine builder (#4322)
# Description

Part 16 §B.3 places `HasSubStateMachine` on the parent **state** node,
but the fluent builder attached it to the state-machine **root** because
`FluentFiniteStateMachineState` never materialized state nodes at all.
Investigating #3821 showed the gap was wider than the reference
placement:

1. **No state nodes existed.** The NodeId written into `CurrentState/Id`
— `new NodeId(stateId, ElementNamespaceIndex)` — was **dangling**: no
node with that id was in the address space.
2. **`AvailableStates` was never populated**, so
`GetAvailableStatesAsync` returned empty against a fluent-built server.
3. **The whole client discovery chain was therefore dead.**
`ObserveEffectiveStateAsync` enumerates `AvailableStates` and browses
`HasSubStateMachine` from each state node — it found nothing. The client
side was already spec-correct; only the server deviated.
4. **`HasSubStateMachine` is non-hierarchical** (a subtype of
`NonHierarchicalReferences`, `i=32`). Using it as the sub-SM's
`BaseInstanceState.ReferenceTypeId` left the sub-SM unreachable from a
hierarchical browse of the machine.

## What changed

**Element nodes are materialized.** Definition-mode machines now create
one `StateType` node per declared state and one `TransitionType` node
per declared transition — each a `HasComponent` child carrying
`StateNumber` / `TransitionNumber`, with the §B.4 `FromState` /
`ToState` / `HasEffect` references and `HasCause` added by `WithCause`.
`AvailableStates`, `AvailableTransitions` and `LastTransition` are
populated, so `CurrentState/Id` and `LastTransition/Id` resolve to real,
browsable nodes. NodeIds are per-instance, so several machines built
from one definition coexist.

**`HasSubStateMachine` moved to the state node**, with the inverse
`SubStateMachineOf`, and the sub-SM is attached as a `HasComponent`
child (fixing 4).

**Core gains element-id mapping hooks.** `GetCurrentStateId` /
`UpdateStateVariable` / `UpdateTransitionVariable` hard-coded the
numeric form and were non-virtual, so a subclass could not redirect
them. They now route through `public virtual` `GetStateNodeId` /
`GetStateId` / `GetTransitionNodeId` / `GetTransitionId`, whose defaults
reproduce the previous `(elementId, ElementNamespaceIndex)` convention
**exactly** — every stack-shipped and generator-emitted machine is
unaffected, and there is a regression test asserting that.

**Generated machines report their model namespace.** The generator now
emits an `ElementNamespaceUri` override on `FiniteStateMachineType`
subtypes, taken from the nearest type that actually *declares* state
children — a subtype that only adds behaviour inherits its elements, and
their namespace, from its base.

**Ordering and validation fixes.** `WithSubStateMachine` and
`WithInitialState` are now order-independent (previously, attaching a
sub-SM before setting the initial state left the child suspended until
the parent left and re-entered the state — silently).
`WithSubStateMachine` validates `parentStateId`, and the builder rejects
duplicate element browse names, since element NodeIds are now derived
from them.

## A defect this surfaced

Code that assembles nodes with the generated `CreateInstanceOf<Type>`
factories never calls `NodeState.CreateAsPredefinedNode`, so
`OnBeforeCreate` / `OnAfterCreate` are skipped for the entire subtree —
and `OnAfterCreate` is the only place a state machine resolves its
element namespace. It is also where `ConditionState` binds its `Enable`
/ `Disable` / `AddComment` handlers and `AlarmConditionState` binds the
shelving methods, so the impact is broader than state machines.

This PR fixes only the two call sites it depends on — DI's
`SoftwareUpdateFacetWiring` and Robotics' `RoboticsOperationBuilder`.
**The repository-wide audit is deliberately left out of scope and
tracked in #4320** (24 files call these factories; none completed the
lifecycle).

The Robotics regression had no test coverage at all, so an assertion on
`CurrentState/Id` was added and verified to fail without the fix.

## Breaking changes

- Sub-state machines are **no longer browsable from the state-machine
root**. Callers passing a machine's `ObjectId` to
`GetSubStateMachineAsync` must pass a state NodeId instead — from
`GetAvailableStatesAsync` or a snapshot's `CurrentStateId`.
- `CurrentState/Id` for fluent machines changes from the numeric form to
the materialized node's id. Code reading a numeric id out of it should
call `FiniteStateMachineState.GetStateId` rather than parsing the
identifier.
- Generated machines qualify `CurrentState/Id` / `LastTransition/Id`
with their companion-spec namespace instead of the OPC UA one.

Documented in `docs/WhatsNewIn2.0.md` and `docs/StateMachines.md`.

## Notes for reviewers

- Adding `virtual` to the `FiniteStateMachineState` members is a binary
(not source) breaking change — assumed acceptable on the 2.0 line, but
worth confirming against the compatibility policy.
- Address-space cost is one node plus one property per declared state
and transition, per machine instance; called out in the docs for servers
instantiating many machines.
- `AvailableTransitions` is modelled as a `HasComponent`
`BaseDataVariable` (matching the standard NodeSet and what the client's
browse path expects), not a Property.

## Related Issues

- Fixes #3821
- Surfaced #4320 (node create lifecycle audit — not addressed here)

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Test runs (net10.0)

| Suite | Result |
|---|---|
| `Opc.Ua.Server.Tests` (full) | 4734 passed, 5 skipped |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3780 passed |
| `Opc.Ua.SourceGeneration.Tests` | 132 passed |
| `Opc.Ua.SourceGeneration.Stack.Tests` | 94 passed |
| `Opc.Ua.Types.Tests` | 8763 passed |
| `Opc.Ua.Robotics.Tests` | 540 passed |
| `Opc.Ua.Robotics.Intent.Tests` | 22 passed |
| `Opc.Ua.Di.Tests` | 424 passed |
| `Opc.Ua.ISA95.Tests` | 136 passed |
| `Opc.Ua.Aas.Tests` | 670 passed |
| `Opc.Ua.Positioning.Tests` | 69 passed |
| `Opc.Ua.Client.Tests` (StateMachines) | 36 passed |

Only net10.0 was run locally; the .NET Framework leg is left to CI,
hence the unchecked box above.

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-08-29 13:33:16 +00:00
romanett b9657e5f0d Allow passing an existing config XML to the hosted server DI AddServer (#4325)
# Description

Extends the hosted-server dependency-injection surface so applications
that already own a classic `ApplicationConfiguration` XML file
(`*.Config.xml`) have a direct migration path to DI with **all** of
their existing settings applied.

New API surface:

- `AddServer(string configurationFile, Action<ApplicationConfiguration>?
configure = null)` and the `AddServer<TServer>` variant load the
configuration from the file instead of building it from
`OpcUaServerOptions`.
- `AddServer(Stream configurationStream, ...)` (plus generic variant)
for documents that are not files on disk, e.g. embedded resources. The
stream is read once and disposed by the hosted service during startup.
- `OpcUaServerOptions.ConfigurationFile` / `ConfigurationStream` back
the overloads, so the options-callback route works too and the file path
can be bound from configuration (`OpcUa:Server:ConfigurationFile`).
- `OpcUaServerOptions.ConfigureLoadedConfiguration` runs after the
document is loaded and validated but before certificates are checked, so
individual settings can be overridden from code without editing the
file.

Behavior:

- The document is loaded through
`ApplicationInstance.LoadApplicationConfigurationAsync`, so every
setting (base addresses, security policies, certificate stores,
transport quotas, operation limits, user token policies) applies exactly
as on the classic path, including localhost fix-up.
- The supplied document is authoritative: the builder-feeding options
(`ApplicationName`, `EndpointUrls`, `PkiRoot`, policy toggles,
`ConfigureBuilder`, ...) are not applied on this path, and it takes
precedence over a shared application registered with
`ConfigureApplication(...)`. Options acting on the hosted server itself
(`Identity`, `ConfigureRateLimits`) and all fluent registrations
(`AddNodeManager`, `ConfigureRoles`, identity authenticators, ...)
compose unchanged.
- DI-registered `ICertificateManager` / `ICertificatePasswordProvider`
are honored, the "listening at" log reports the loaded base addresses,
and the unmatched user-token-policy startup warning is derived from the
policies the document advertises.
- Setting both `ConfigurationFile` and `ConfigurationStream` fails
startup with a clear `InvalidOperationException`; a missing file fails
startup with the original `ServiceResultException`.

Coverage: new `ConfigurationFileHostingTests` fixture (12 tests) with
end-to-end hosted starts from file and stream asserting the loaded
settings, custom `TServer` types, the override callback, precedence over
`ConfigureApplication`, warning derivation from the document,
missing-file and file+stream startup failures, argument validation, the
duplicate-registration guard, and configuration-section binding.

Docs: new "Migrating with an existing configuration XML file" section in
`docs/DependencyInjection.md` (plus first-class options table rows), a
pointer in the 2.0 migration guide, and a NuGet README mention.

## Related Issues

None — additive convenience overloads on the existing hosted-server
dependency-injection surface; no behavior change for existing
registrations.

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-29 10:48:24 +02:00
romanett 41db5aca60 Fluent: publish Configure-created nodes' references on foreign-manager nodes (Objects folder placement) (#4331)
# Description

A node created inside the fluent `Configure` hook (source-generated
`[NodeManager]` partial, or the hosting `AddNodeManager(uri, build)`
route) had no way to appear below the Objects folder — or below any node
owned by another node manager.
`AsyncCustomNodeManager.AddReverseReferencesAsync` mirrors inverse
references into the `externalReferences` dictionary **before** the
`Configure` partials run, and the fluent surface never sees the
dictionary, so a configure-created node with an inverse `Organizes`
reference to `ObjectsFolder` existed and simulated but never showed up
under Objects.

This implements the three coordinated pieces proposed in #4329, plus the
companion namespace gap:

**1. Idempotent mirroring pass** (independently worthwhile hardening)
- `AddExternalReference` in `AsyncCustomNodeManager` and
`CustomNodeManager2` now has if-missing semantics (linear scan of the
per-source list).
- `TypeTable.AddEncoding` no longer appends a duplicate encoding id;
re-registering the same encoding is a succeeding no-op.
(`AddRootNotifierAsync` and the node-side `AddReferenceIfMissing` branch
were already idempotent.)

**2. Re-run the pass after `Configure`**
- New protected
`FluentNodeManagerBase.CompleteConfigureAsync(externalReferences, ct)`
wraps `AddReverseReferencesAsync` so hand-written managers using
`CreateFluentBuilder` benefit too.
- The generator-emitted `CreateAddressSpaceAsync` and the hosting
`FluentNodeManager` invoke it once between the `Configure` callbacks and
`Seal()`. Timing is safe: the master distributes `externalReferences`
only after every manager's `CreateAddressSpaceAsync` returns. Side
benefit: inverse `HasNotifier` references on configure-created event
sources get root-notifier registration for free.
- The hosting `FluentNodeManager`'s hand-rolled `externalReferences`
workaround for its root folder is deleted — the root's inverse
`Organizes` reference now flows through the shared pass (mirrored
exactly once, covered by a test).

**3. Discoverable fluent sugar**
- `OrganizedBy(parentId)` / `UnderObjectsFolder()` on `INodeBuilder`
write the inverse `Organizes` reference; with piece 2, placement is just
"write the inverse reference".
- A parentless `CreateInstance<TState>` on `INodeManagerBuilder` takes a
constructor-style factory (`p => new BoilerState(p)`, keeping the
surface reflection-free and AOT-safe), materializes the subtree from the
type model via `NodeState.Create`, rebases all NodeIds through the
manager's `INodeIdFactory`
(`AssignInstanceNodeId`/`AssignInstanceChildNodeIds` — the same pair the
generated factories use, so declaration-id children cannot collide with
the type model), and registers via `AddPredefinedNodeSynchronously`. The
Boiler #2 shape becomes fully fluent:

```csharp
builder.CreateInstance(
        new QualifiedName("Boiler #2", NamespaceIndexes[1]),
        p => new BoilerState(p))
    .Configure(n => n.UnderObjectsFolder());
```

**Companion gap, same theme:** `[NodeManager]` grows
`AdditionalNamespaceUris`, flowing through attribute discovery → binding
→ generator so the generated constructor reports a second (instance)
namespace at construction and the generated factory advertises it in
`NamespacesUris` — today `SetNamespaces` after construction is not
enough because `MasterNodeManager` builds its namespace routing from
what the manager reported when it was built.

**Scope boundary** (as discussed in the issue): startup-time
configuration only; for nodes created after startup the correct
primitive remains `IMasterNodeManager.AddReferencesAsync`.

**Reviewer notes**
- The generated-code change was validated against the real pipeline: a
forced fresh compile of `Opc.Ua.Server.Tests` (whose CoverageNodeSet
managers are `[NodeManager]`-generated) emits `await
CompleteConfigureAsync(externalReferences, cancellationToken)` between
`Configure` and `Seal()` and compiles against the real base class.
- The distribution consumer (`AddReferencesAsync`) already used
`AddReferenceIfMissing`, so the whole chain is defense-in-depth
idempotent.
- 15 new tests: double-run idempotence, second-pass pickup of
late-registered nodes, the new reference sugar, root-instance creation
incl. child-id rebasing and reference remapping, hosting end-to-end
Objects-folder placement, emitted-sequence and `AdditionalNamespaceUris`
generator tests, and a full Roslyn-pipeline attribute test. Docs updated
in `docs/NodeManagers.md` (new "Creating nodes under other managers'
nodes" section, attribute docs, fluent-surface sections).
- Verified locally: all touched projects build with 0 warnings; full
`Opc.Ua.Server.Tests` (4,725 passed / 0 failed / 5 skipped, net9.0),
`TypeTableTests` (113), `Opc.Ua.SourceGeneration.Core.Tests` (41),
`Opc.Ua.SourceGeneration.Tests` (132), and the Quickstarts.Servers
sample all pass.

## Related Issues

- Fixes #4329
- Motivating case: OPCFoundation/UA-.NETStandard-Samples#756 /
OPCFoundation/UA-.NETStandard-Samples#795 (Workshop/Boiler migration)

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-08-29 10:38:56 +02:00
Copilot ca9cfcc933 Inject ISecurityPolicyRegistry into Session and secure channel (#4314)
- [x] `ChannelQuotas` + `UaSCUaBinaryChannel` carry an
`ISecurityPolicyRegistry` (falling back to `SecurityPolicies.Default`)
- [x] Transport channel/listener settings carry the registry and feed
every `ChannelQuotas` construction site
- [x] `ClientChannelManager` and `ServerBase` source the registry
- [x] `Session`, `DefaultSessionFactory`, `ChannelManagerSessionFactory`
and `ManagedSession` carry it
- [x] Identity token handler injection points made load-bearing
(`UserIdentity`, `AsTokenHandler`, default identity providers,
`IdentitySelectionContext`)
- [x] `SessionSecurityPolicyHelper`, `ClientIdentityProviderExtensions`,
`CoreClientUtils`, `OfflineSecureChannel`,
`OpcUaSecurityKeyServiceClient`
- [x] Client and server DI wiring resolve `ISecurityPolicyRegistry`
- [x] `IPubSubSecurityPolicyRegistry` registered in DI and threaded
through the PubSub application/SKS paths
- [x] Channel asymmetric crypto (padding, sign, verify, ECC
classification) resolves from the negotiated policy instead of a
hard-coded policy URI switch
- [x] Unit tests for the registry carriers plus an integration test that
negotiates a policy registered through `AddSecurityPolicy` over a real
loopback handshake
- [x] `docs/CryptoProvider.md` documents how the registry reaches the
channel and the session
- [x] Full solution build (`UA.slnx`, net10.0) and full
`Opc.Ua.Core.Tests` run (4351 passed) are green
- [ ] Broader integration suites (`Opc.Ua.Sessions.Tests`,
`Opc.Ua.Server.Tests`, `Opc.Ua.PubSub.Tests`) were still running when
time ran out

- [x] Review feedback addressed: preserved original CLR signatures,
routed factory channel creation through public registry-aware overloads,
failed closed for unsupported asymmetric encryption, and added a
provider contract for custom session factories
- [x] Focused review-feedback tests pass (28 tests across Client, Core,
and Core.Diagnostics)

- [x] Security review: hardened SKS custom-policy admission against weak
algorithms and incoherent RSA/ECC key-exchange metadata; final
specialist review found no remaining vulnerabilities

<!-- START COPILOT CODING AGENT SUFFIX -->

- Fixes #4250

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <mschier@microsoft.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: romanett <romanett98@gmail.com>
2026-08-27 05:57:17 +02:00
Copilot de3476d332 Remove HTTPS binding dependency from server packages (#4297)
# Description

`Opc.Ua.Server` and `Opc.Ua.Gds.Server.Common` depended directly on
`Opc.Ua.Bindings.Https`, which pulled ASP.NET Core into server
applications
even when optional HTTPS-based transports were not used.

- Remove the HTTPS binding project references from Server and GDS
entirely.
- Add a Core-owned `IOpcUaTransportBuilder` contract for builders that
support
  transport registration.
- Move the type-preserving HTTPS, WSS, Kestrel OPC TCP, and Web API
fluent
  extensions into `Opc.Ua.Bindings.Https`.
- Remove the repository-wide `NoHttps` / `NOHTTPS` build switch.
- Keep ConsoleReferenceServer HTTPS/WSS support through an explicit
binding
  reference and the ASP.NET Core container runtime.
- Document that applications must reference the optional binding package
  directly.

## Validation

- Built `Opc.Ua.Bindings.Https` in Release for all target frameworks.
- Built Server and GDS for .NET 10 and .NET Framework 4.8.
- Built ConsoleReferenceServer and PumpDeviceIntegrationServer for .NET
10.
- Passed 65 HTTPS binding dependency-injection tests.
- Passed focused Server and GDS transport-builder tests.
- Verified refreshed Server/GDS restore assets and output manifests
contain no
  `Opc.Ua.Bindings.Https` dependency.

## Related Issues

Fixes #4296

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce build or analyzer
warnings.
- [ ] I ran all tests locally using the `UA.slnx` solution against .NET
Framework and .NET 10.
- [ ] I fixed all failing and flaky tests in the CI pipelines and all
CodeQL warnings.
- [x] I have addressed all PR feedback received.

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <mschier@microsoft.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Copilot-Session: 41b98d43-8bb8-4587-8f3b-9532544dd582
2026-08-21 07:29:18 -07:00
Copilot d525bc3f28 Bound reconnect cleanup and organize samples by domain (#4276)
# Description

This PR fixes bounded ManagedSession reconnect cleanup and reorganizes
the sample applications into domain-focused folders.

## Reconnect cleanup

- Bounds reconnect integration cleanup with independent 30-second close
and dispose limits.
- Sends `CloseSession` through the awaited transport request path during
`Session.DisposeAsync`.
- Preserves explicit `Session.CloseAsync` behavior that waits for or
cancels outstanding publish requests.
- Covers the disposal request path with a regression test.

## Sample organization

- `samples/OpenUsd`: `GeneratorServer`, `SiteCompositionServer`
- `samples/Redundancy`: `RedundantClient`, `RedundantServer`,
`RedundantPubSub`
- `samples/Isa95`: `MinimalIsa95Server`
- `samples/MinimalApi`: `MinimalBoilerServer`, `MinimalCalcServer`,
`MinimalClient`
- `samples/DI`: `PumpDeviceIntegrationServer`
- `samples/Lds`: `ConsoleLdsServer`
- `samples/Reference`: `ConsoleReferenceClient`,
`ConsoleReferenceServer`
- `samples/PubSub`: `ConsoleReferencePubSubClient`

`UA.slnx` now exposes the same requested domain groups. Project
references, tests, runtime sample probes, CI workflows, Dockerfiles,
Compose files, helper scripts, and documentation were updated to the new
paths. `samples/Robotics/MinimalRobotServer` remains under `Robotics`.

## Validation

- `dotnet build UA.slnx`
- 3 Redundancy short-haul sample tests
- 70 DI sample tests
- 914 OpenUSD tests
- 1 WotCon model-materialization test
- 137 AOT tests
- `docker compose config` for all 6 moved Redundancy Compose files

## Related Issues

- Fixes #4273

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce new build or
analyzer warnings.
- [x] I built the complete `UA.slnx` solution locally.
- [ ] I ran all tests locally against at least .NET Framework and .NET
10.
- [ ] I fixed all failing and flaky tests in the CI pipelines and all
CodeQL warnings.
- [x] I have addressed all PR feedback received.

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <mschier@microsoft.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Copilot-Session: a2c2838f-74ae-4997-a1d4-50574d9e0636
2026-08-21 04:35:47 +00:00
Marc Schier 397db603db Add OPC UA for Asset Administration Shell: the published OPC 30270 and v3 draft (#4244)
# Description

Implements the **Asset Administration Shell** companion specifications
on top of `marcschier/wot-type-binding`, in two halves that a Server
chooses between:

* **AAS V3** — the
[draft](https://github.com/marcschier/opcua-drafts/tree/main/companion-specs/AAS)
(`http://opcfoundation.org/UA/I4AAS/v3/`), all sixteen conformance
units: the metamodel, the registry built on the abstract xRegistry base,
generational materialization, federation, packages with digest-bound
integrity, the Digital Product Passport vocabulary, and the Annex F
bridge to WoT Thing Descriptions.
* **AAS V2** — the published [OPC
30270](https://reference.opcfoundation.org/specs/OPC-30270/full)
(`http://opcfoundation.org/UA/I4AAS/`), which maps the AAS V2.0.1
metamodel: object model, ingestion of XML, JSON and AASX,
materialization, server and client.

The two are different metamodel generations rather than two revisions of
one model — V2 keeps `Asset` as a first-class Identifiable,
`identification.idType`, Views and ordered collections, none of which
survive into V3 — so they are **alternatives**. A Server hosts one or
the other; this is documented rather than enforced at startup. Each is
named for the generation it maps (`Opc.Ua.Aas.V2`, `Opc.Ua.Aas.V3`,
`AddAasV2Server`, `AddAasV3Server`), and what genuinely serves both
carries no marker and sits at the root of `Opc.Ua.Aas`: the
deterministic NodeId encoding and idShortPath conventions,
`AasOptional<T>`, the digest rule, the materialization diagnostics, the
AASX container walk, and the value and operation providers, which are
keyed on `NodeId` and `Variant` and so carry no version at all.

## What is in here

**New libraries**: `Opc.Ua.Aas`, `Opc.Ua.Aas.Server`,
`Opc.Ua.Aas.Client`, `Opc.Ua.Aas.WoT`, plus `samples/Aas` and
`docs/Aas.md`.

**Enabling changes to existing code**, each needed by the above:

* The OPC UA `Decimal` DataType added to `Opc.Ua.Types`, with its Part 6
§5.1.10 wire encoding. `BinaryDecoder` gained one internal member,
`TryReadRemainingBodyBytes`, because a trailing field with no
self-describing length cannot otherwise be read; `Decimal.Decode` is its
only caller. Part 6 Table 3 types the unscaled `Value` as an
**OctetString whose byte count is `Length` − 2**, not a length-prefixed
`ByteString`, so it carries no length of its own —
`DecimalEncodingTests` pins the body byte-for-byte against that mistake,
and against the `Length ≤ 2` values the same table calls invalid.
* The xRegistry projection engine extracted into
`Opc.Ua.XRegistry.Server` and `Opc.Ua.WotCon.Server` migrated onto it
(−848/+387 lines), with the WoT Connectivity tests passing **unedited**.
* Two source-generator fixes, both of which made a model impossible to
build (see below).

## Defects found and fixed along the way

Running the stack end to end, rather than trusting per-area test suites,
surfaced defects that no unit test caught. The ones worth a maintainer's
attention:

* **The generator emitted non-terminating constructors.** A structure
field with no declared default was initialized with `new T()`, so a
self-referential DataType (`AASReferenceDataType.referredSemanticId`)
recursed until the stack overflowed and `AddOpcUaAas` could not load the
model at all. The test host *died* rather than failing. Only the field
that closes a cycle is now left null.
* **The generator omitted `new` on a redeclared placeholder.**
`AASOrderedSubmodelElementCollectionType` redeclares the
`SubmodelElement` slot of its base type, and the generated `Add` method
hid the base one without saying so, so the V2 model would not compile.
No existing model could have hit either defect — both are build
failures, so anything that builds today is unaffected.
* **The metamodel half had never worked outside its unit tests**: the
emitted NodeSet declared no reference-type aliases and was rejected by
the loader; the Mandatory `Invoke` Method was never emitted, because a
NodeSet is imported as written rather than instantiated from its type;
the runtime bound at the authored namespace index instead of the one the
Server assigns; and `MethodDeclarationId` was addressed in the wrong
namespace. Every materializer test inspected the in-memory object graph,
which cannot see whether the graph is loadable — two tests now import it
exactly as `RuntimeNodeSetNodeManager` does.
* **The client could not see any Property member.** It browsed
`HasComponent` with subtypes, but `HasProperty` is a sibling under
`Aggregates`, so reading a value failed and invoking failed argument
validation.
* **Every repeated registry write forked a duplicate group and
resource** instead of adding a version, because the identifier was
re-derived against a sibling set that already contained the entity
itself. This also made the persistence bounds unreachable.
* `.gitignore`'s `**/packages/*` silently swallowed the whole
package-integrity implementation and its tests, which would have
vanished on a fresh clone.

## Specification findings

Nine findings against the V3 draft are fixed in
[marcschier/opcua-drafts#75](https://github.com/marcschier/opcua-drafts/pull/75).
The substantive one: clause 6.1.5's absent-versus-empty rule was
**unsatisfiable** for five container fields that materialize as parent
components with no node of their own, which made `AAS-LosslessRoundTrip`
unachievable.

OPC 30270 contradicts itself twice. Both are recorded in
`AasV2ConformanceUnits.cs` and the documentation rather than smoothed
over: Table 83 spells the unit `I4AAS MultiLangaugeProperty` where Table
85 spells it correctly, and Table 85 lists an `I4AAS Security` unit that
Table 83 never defines. Table 84, which would assign profile URIs, is
empty, so `ServerProfileArray` gains no I4AAS entry.

## Known limitation

Calling an `Operation` **with arguments** answers `BadTooManyArguments`.
Method resolution works from both the instance NodeId and the
`MethodDeclarationId`, and the argument definitions are published, but
`NodeState.AddChild` does not route through `MethodState.FindChild`, so
a Method imported from a NodeSet leaves its typed `InputArguments` null.
Closing this means changing how the shared NodeSet import claims typed
children, which affects every consumer of runtime NodeSets and is out of
scope here. It is documented in `docs/Aas.md` §11, the conformance
matrix marks `AAS-OperationInvoke` partial rather than claiming it, and
`samples/Aas` exercises the path and reports the status rather than
working around it. V2 is unaffected — its `Operation` is an
OptionalPlaceholder with no declared arguments.

## Related Issues

- No tracking issue yet. Opening as a **draft** for design discussion
first, per the ADR guidance below; happy to open one and link it once
the shape is agreed.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Verification

| Check | Result |
|---|---|
| AAS tests | **670 passed, 0 failed** on net472, net48, net8.0, net9.0,
net10.0 |
| Coverage | Client 80.8 %, Server 81.2 %, `Opc.Ua.Aas` 82.0 %, WoT 82.4
% — all above the 80 % gate |
| Libraries | `Opc.Ua.Aas`, `.Server`, `.Client`, `.WoT` build clean on
every target framework, zero warnings |
| Regression | `Opc.Ua.Types` 8677, `Opc.Ua.WotCon` 1094,
`Opc.Ua.XRegistry` 198, `Opc.Ua.Server` 4050 — all green |
| Sample | `samples/Aas` builds warning-free and runs end to end |
| Merge validation | Solution builds clean on net10.0 and net48; WoT
Types 504, WotCon 1111, AAS 670, XRegistry 198 tests passed |
| CI | All 99 checks green on `ff9298e44`; only the CLA signature status
is outstanding |

### Review pass

A full review against both specifications, and for API consistency and
correctness, produced twelve
fixes. Each one has a test that fails without it.

| Defect | Where | Why it mattered |
|---|---|---|
| V2 projection aborted on **every** `File` read from a document |
`AasV2EnvironmentRuntime` | The runtime bound `File/Value`
unconditionally, the materializer emitted it only with content, and the
builder throws `BadNotFound` for an unknown NodeId — aborting the whole
registration. No reader ever populates `AasFile.File`, so no AAS V2
document could be hosted at all. |
| `aas-suppl` anchored on the wrong part | `AasxPackageReaderCore`,
`AasxPackageWriter` | IDTA and the Package Explorer anchor it on the
environment part; we used the origin part. Every real `.aasx` returned
zero supplementary files, silently. Affects both halves. |
| Federation failed closed on pooled connections | `AasFederation` |
`ConnectCallback` fires only for new connections, so the second fetch to
an origin — and all of net472/net48/netstandard2.1 — failed with a
security-flavoured error. The peer is now validated *inside* the
callback, which makes reuse safe by construction. |
| Malformed `Decimal` escaped as `ArgumentOutOfRangeException` |
`BinaryDecoder` | A declared body shorter than `Scale` produced a
negative read length. Two of the three test cases had been passing for
the wrong reason. |
| V2 and V3 cross-wired their value providers |
`OpcUaAasServerBuilderExtensions` | Both registered `IAasValueProvider`;
whichever was added first served both AddressSpaces. V2 now has its own
contract, so co-hosting is harmless rather than silently wrong.
`EnvironmentFolder` was also bound and ignored on the V2 path. |
| Export filter skipped three nesting kinds | `AasEnvironmentExporter` |
Content under `Entity`, `AnnotatedRelationshipElement` and `Operation`
was exported unevaluated *and* stamped with a Digest presenting it as
complete (clause 6.5.10). List authorization paths also shifted after a
denial. |
| Concealment held at the Method but not in the projection |
`AasRegistryModel` | `GetSubmodel` answered `BadNotFound` while an
anonymous Browse revealed the node, its identifier, semanticId and
digest (clause 6.5.7). |
| File handles were unsynchronized and unowned | `AasElementFileManager`
| The async node manager holds no lock, so concurrent Calls raced a bare
`Dictionary`; sequential handles let any Session read, seek or commit
another's. Writes were also unbounded. |
| Projection host was unimplementable outside the stack |
`AasEnvironmentProjection` | The handle demanded a type with an internal
constructor — our own tests used
`FormatterServices.GetUninitializedObject` to get round it. Now mirrors
WotCon's interface-typed registration. |
| Embedded `FileType` omitted 7 of 10 Mandatory members |
`AasEnvironmentMaterializer` (V2) | OPC 10000-3 6.4.4 requires them all;
without `Size` and `OpenCount` a Client cannot size a read or detect an
abandoned handle. |
| Round-trip oracle ignored most of the model | `AasRoundTripComparer` |
`Blob`, `File`, `ReferenceElement` and `BasicEventElement` had no case
arm, so their fields compared equal by falling off the switch;
`valueType`, `semanticId`, `entityType` and `Key.type` were never read.
The clause 6.4 losslessness claim rested on it. |

Known, unchanged: calling an `Operation` with arguments answers
`BadTooManyArguments`, because
`NodeState.AddChild` does not route through `MethodState.FindChild`.
Documented in `docs/Aas.md` §11.

Not addressed in this pass, and worth a maintainer decision: OPC 30270
§9.2 says all NodeIds of
Nodes not defined in the companion specification **shall not** use the
standard namespaces, and
Table 87 marks a vendor-specific instance namespace Mandatory. Both
halves currently mint instances
in the companion namespace. Separating them touches NodeId minting, the
runtime and the client
together, so it is better done deliberately than folded into a review
pass.
This is a large change and touches shared code (`Opc.Ua.Types`, the
source generator, the xRegistry projection). It is deliberately a draft:
the enabling changes are separable if maintainers would prefer them
split into their own PRs. The latest `master` is merged into this branch
in `0dd0ff0e1`.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
Copilot-Session: c3d88950-4a65-4ff6-87d2-1f545a875c9b
Copilot-Session: b8ab3763-b9bd-46ae-b0ef-045db26e5782
2026-08-18 08:11:47 -07:00
Marc Schier aad8350bc1 Pluggable symmetric cryptography, an awaitable asymmetric path, registrable security policies, and PubSub crypto offboarding (#4206, #4207, #4208, #4210) (#4232)
# Description

Closes the three crypto-offboarding follow-ups split out of #4192. Each
was recorded there as knowingly *not* done, with the reason and what
would justify revisiting it. Those conditions are met, and where one of
them turned out to be unachievable that is written down rather than
worked around.

The safety property throughout: **every seam is opt-in and null-checked,
and in the default software configuration the added code is observably
inert.** No interface dispatch on the per-message path, and the
asynchronous paths complete synchronously — so channel locking order,
buffer ownership and error sequencing are unchanged for a deployment
that configures nothing.

## #4207 — symmetric, key-derivation and RNG provider seams

`ISymmetricCryptoProvider`, `IKeyDerivationProvider` and
`ISecureRandomSource`, added on the terms #4207 set: only once a
concrete requirement arrived (a validated module that must perform
*every* operation, not just the asymmetric ones), behind a fast path,
with `SymmetricChannelCryptoBenchmarks` as the gate.

They are **facets discovered by type test**, not members of
`ICryptoProvider`, so providers written against the shipped interface
still compile. `PlatformCryptoProvider` implements all three, which
answers the "an interface nothing implements" objection recorded in the
issue.

`CryptoProviderFacets` returns `null` both when no registry is
configured *and* when resolution lands on the platform, because the
platform facets are the inline code. Resolution happens once, in
`CalculateSymmetricKeySizes`, and is held for the life of the channel.

`CryptoCompliance.GetUnservedOperationPurposes` closes the failure the
seam would otherwise introduce: a provider bound to `ChannelSymmetric`
without implementing the facet is silently replaced by the platform, so
a deployment could believe its validated module performed the
per-message cryptography while the platform did. Under `FipsOnly` that
now refuses to start.

## #4208 — the asymmetric path is awaitable

`RSA` and `ECDsa` are .NET's contracts and cannot be replaced without
making every ready-made hardware and cloud implementation unusable.
Instead an implementation may **also** declare `IAsyncRsaKey` /
`IAsyncEcdsaKey`, which the stack finds by type test.

Now asynchronous: the secure channel open and renew path, user identity
token signing and decryption, and session activation. A software key
declares neither facet, so those paths complete synchronously and
nothing about their ordering changes.

`ReadAsymmetricMessage` is refactored into shared helpers rather than
duplicated — adding an `await` was not worth two hundred cloned lines of
signature, padding and endpoint-selection logic. `AsymmetricMessage` /
`AsymmetricWriteResult` exist because an asynchronous method cannot have
`out` parameters.

The channel no longer serialises its state on a monitor. A monitor
cannot be held across an `await`, and a plain `SemaphoreSlim` was not an
option at the time: the code relied on re-entrancy in eight places
(`HandleIncomingMessage` holds the lock and calls `ForceChannelFault`,
which takes it again; `ForceReconnect` and `Shutdown` do the same).
`ChannelGate` replaces it at 32 sites and `DataLock` is `[Obsolete]`.
That reliance has since been removed as well — see [Removing the gate's
re-entrancy](#removing-the-gates-re-entrancy) below.

### Defects this surfaced, all fixed and regression-tested

**Detached work started inline.** Writes were started with `_ =
WriteBuffersAsync(...)`. An async method runs its prologue on the
caller's stack, so `LeaveInheritedContext` — which exists to stop
*detached* work inheriting the right to re-enter the gate — was
stripping the **caller's own** entitlement; when the send then completed
synchronously, the completion blocked on a gate that very thread was
holding. The client sent its OpenSecureChannel request and never
processed the response. Writes are now queued.

**A synchronous gate handle held across an `await`.** `Enter()` records
the acquiring thread so an inline completion callback can re-enter —
`ChannelAsyncOperation` invokes its callback both inline and detached.
That record is only sound while the holder is synchronously on that
thread; the token renewal path held it across an await, so a reused pool
thread was recognised as the holder.

**`SignAsync` rejected the policy that signs nothing.** It validated the
certificate before the algorithm, so `SecurityPolicies.None` — which
carries no certificate — threw where the synchronous `Sign` returns
`null`.

**`EnterAsync` lost the holder when contended** *(found in review)*. The
`AsyncLocal` recording ownership was written inside the awaiting method,
and .NET restores the caller's execution context when an async method
completes, so the write was discarded. The caller returned owning the
semaphore while `IsHeldByCurrentContext` reported `false` — and any
nested `Enter()` then blocked forever on a gate its own context held.
Reachable remotely: `HandleIncomingMessageAsync` → error path →
`ForceChannelFault`. The holder is now published from the caller's frame
before the wait, and only its depth is raised in the continuation.

**Queued writes lost their order** *(found in review)*. Sequence numbers
are assigned under the gate, but independently queued work items reach
the transport's FIFO send lock in arbitrary order, so a peer could
reject a chunk with `BadSequenceNumberInvalid`. Writes are now appended
to a chain: still off the caller's stack, but a write cannot start
before its predecessor finishes.

### Four more this surfaced in CI, on paths only the integration suites
reach

Queuing the writes to fix the deadlock above turned out to have moved
three implicit guarantees, and the gate had one more liveness bug. Each
was reproduced locally against a clean baseline before it was changed.

**A faulting channel's error message never reached the peer.** A
listener channel sends a UASC `Error` describing why it faulted and
closes the transport as its next statement. That worked only because the
write started on the caller's stack, so the bytes reached the socket
first; queued, the close discarded them and the client saw
`BadConnectionClosed` instead of the certificate status it was told to
expect. Nine `SecurityCertValidationTests` cases assert exactly that
status. The terminal error is written inline again, on a path that
touches the gate only to disclaim what it inherited and reports nothing
— a channel that is already faulted is owed nothing beyond its buffer.

**The certificate of a rejected sender leaked.** An asynchronous method
cannot have `out` parameters, so the asymmetric read returns a record
instead. That silently dropped an ownership guarantee: an `out`
parameter reaches the caller even when the method goes on to throw, so
the caller's `catch` disposed the sender certificate and reported it to
the audit. A return value does not — nine leaked certificates, one per
rejection case, which the leak detector fails the run on. The parsed
certificate is now handed to the caller before anything that can reject
the message, restoring both the disposal and the audit.

**The gate could strand its own permit.** It released only when the
holder's depth returned to zero, but that depth lives in an `AsyncLocal`
and is therefore shared with every context forked from the owner's — a
timer callback whose timer was created inside the region, for instance.
Such a context entering the gate raised the shared depth, so the owner's
own exit saw a non-zero depth and returned without releasing, and
nothing afterwards could: the nested exit is not the owner. Every later
entry on that channel blocked forever. `Opc.Ua.Features.Tests` hung
after its tests had finished, with a receive loop waiting on the gate
and the server unable to stop. The owner now releases when it leaves;
depth still gates re-entrancy, but liveness no longer depends on a count
another context can move.

**Write completion throttled the writer.** Reporting a completed write
sat inside the ordering chain, and the client channel implements that
callback by entering the gate — so every write queued behind a gate the
receive loop contends for on each incoming chunk. A session with fifty
subscriptions publishing continuously had its publish requests throttled
enough that the client kept topping them up past its own limit, which
`Subscriptions.Classic` asserts against. Completion is now reported off
the chain, which covers only what ordering actually requires.

### Still synchronous, and why

Certificate, certificate request and revocation list signing cannot be
made asynchronous at all: `X509SignatureGenerator.SignData` is invoked
by .NET's own builders. Service faults and the `Reconnect` override are
reached from synchronous call sites (`SendServiceFault` alone has eight)
and are left as they are behind scoped, commented suppressions. All
three are documented rather than left to be rediscovered.

## #4210 — PubSub

This one produced a finding rather than the API the issue asked for, and
the finding is the point:

> **With a standard Security Key Service the key necessarily exists in
process memory.** `GetSecurityKeys` (Part 14 §8.3.2) returns raw key
bytes over the wire, so the "key never leaves the device" property #4192
achieved for client and server **cannot** be achieved for PubSub through
the SKS pull profile. That is a property of the specification, not of
this stack.

A wrapped-key envelope would change what is on the wire and break
interoperability with third-party key services and publishers, so it was
rejected rather than built.

What is achievable is delivered: the per-message AES-CTR and HMAC route
through `ISymmetricCryptoProvider`, so a validated module performs them.
`IPubSubSecurityPolicy` is **not** modified — new members would break
every implementation of it; the provider is supplied through the policy
constructor. `PlatformSymmetricCryptoProvider` gained AES counter mode,
which the seam should have covered anyway since the algorithm enum names
it.

Key lifetime is also tightened: unpacking an SKS response copied key
material into intermediates that `ByteString.Create` then copied again,
leaving plain keys in the heap for the lifetime of the process. Those
are now zeroed.

### Two wiring gaps this depended on, both found in review

The registrations above were **inert**, so this section originally
claimed more than the code did:

- `CryptoProviderConfiguration` was applied nowhere outside tests, so
`AddCryptoProvider(configure)` never reached the registry in a real
host. The registry now applies every registered configuration when it is
first resolved — which also affects #4207's DI story.
- `PubSubSecurityWrapperResolver` selected
`PubSubAes256CtrPolicy.Instance`, the provider-less static singleton,
ignoring the provider-backed bundles registered for it. A `FipsOnly`
deployment therefore certified while the platform did the work. The
resolver now selects from the registered policies; the container and
`PubSubApplicationBuilder` both supply theirs.

A third, smaller one: `CryptoProviderBuilder.Use` published a
**policy-scoped** random source as the process-wide nonce source, so
`.For(purpose, policyUri).Use(hsm)` redirected nonce generation for
every other policy too. Only an unscoped binding does that now.

## #4206 — a provider can contribute a security policy

Added in review: the policy set was fixed at compile time, so a provider
could contribute key custody but not a *profile*. It is now table-driven
and open, and the blockers #4206 listed are gone.

```csharp
using IDisposable registration = SecurityPolicies.Register(
    new SecurityPolicyInfo("urn:vendor:SecurityPolicy#CustomProfile", "CustomProfile")
    {
        PlatformSupport = () => true,
        SupportedCertificateTypes = [ObjectTypeIds.RsaSha256ApplicationCertificateType],
        IsDefault = true
    });

services.AddOpcUa()
    .AddCryptoProvider(crypto => crypto
        .For(CryptoPurpose.ChannelSymmetric, "urn:vendor:SecurityPolicy#CustomProfile").Use(module))
    .AddSecurityPolicy(customPolicy);
```

- **The reflection is gone.** Four lookup tables were built by
reflecting over the fields of `SecurityPolicies` and
`SecurityPolicyInfo`. They are one explicit table now, which removes the
**last reflection in `Security/Constants`** — so this is a trimming and
Native AOT improvement as much as a feature.
- **`SecurityPolicyInfo` is constructible from another assembly** and
carries the metadata the helpers need, so `IsPlatformSupportedName`,
`GetDefaultUris`, `MapSecurityPolicyToCertificateTypes` and
`GetCurveFromCertificateTypeId` read that table instead of each being
hand-written. Adding a policy is one entry rather than five edits.
- **The dead `#if CURVE25519` conditional is deleted** from
`Security/Constants`.
- Registration is copy-on-write, so the read path stays lock-free.
Shadowing a built-in policy requires `replaceExisting: true` and is
reversible by disposing the registration.

`RegisterLightsUpCurvePoliciesFromOutsideCore` is the acceptance test
the issue asked for: it registers `ECC_curve25519` and `ECC_curve448`
from the test project and asserts they become discoverable through the
public API.

**Registering a policy makes it advertised and resolvable; it does not
supply the cryptography behind it.** For those two curve profiles the
in-tree key agreement is still behind a compile symbol no project
defines plus a BouncyCastle dependency, so a deployment lighting them up
provides the operations through a provider. That division is the point:
the policy set says *what* is offered, the provider says *who* performs
it.

## Removing the gate's re-entrancy

Folded in from #4242, which was merged into this branch.

`ChannelGate` was re-entrant, and that forced the design behind most of
the defects above. A holder that awaits releases its thread, so
ownership could not be tracked by thread identity — it had to live in an
`AsyncLocal<Holder?>`. A logical context is *inherited*, so anything
started while the gate was held inherited the right to re-enter and ran
inside the guarded region alongside whatever started it, unless it opted
out by hand via `LeaveInheritedContext()` at each of eight sites,
enforced by review alone. Five of the defects listed above trace to that
mechanism, including both CI hangs.

So the *requirement* was removed rather than the mechanism, and the
`AsyncLocal` then deleted itself. Every path that re-entered now calls a
lock-free `Core` method (`ForceChannelFaultCore`, `ShutdownCore`,
`ForceReconnectCore`, `CompleteConnectCore`), and three regions stopped
running foreign code under the lock: the `RequestReceived` dispatch is
deferred until the gate is released, `OnTransportError` no longer wraps
the `HandleSocketError` virtual, and the callback setters and
`EndpointDescription` publish a single reference with a volatile write
instead of locking — the last is load-bearing, because
`AsyncResultBase.OperationCompleted` invokes the reverse-hello callback
inline while the gate is held.

`ChannelGate` is now a `SemaphoreSlim(1,1)` behind a `Releaser`;
`Holder`, the thread-identity fallback, `LeaveInheritedContext`,
`IsHeldByCurrentContext` and all eight disclaimer calls are gone, with
the call shape at all 32 sites unchanged. `SaveIntermediateChunk`,
`GetSavedChunks` and `DoMessageLimitsExceeded` gained a `gateHeld`
argument, because the client reaches them both with and without the gate
and must pick the matching teardown — without it an oversized
`OpenSecureChannel` response deadlocked the receive loop against itself.

The remaining paths were not found by reading the code, since that is
what missed them originally. A temporary strict mode made every
re-entrant acquisition throw with its stack, the suite was run under it
until clean, and it was deleted with the re-entrancy it measured. It
caught two sites review had missed: the `EndpointDescription` **property
getter** taking the gate, and the `RequestReceived` dispatch to
application code happening inside the guarded region.

Two deliberate residuals are documented for reviewers: `Dispose` no
longer takes the gate (unavoidable — it is reached from `ChannelFaulted`
with the gate held, where the old re-entrant acquisition excluded
nothing anyway), and the deferred request dispatch builds
`SecureChannelContext` just after gate release rather than under it.

## Testing

New: the three seams and their platform implementations, facet discovery
and resolution precedence, `FipsOnly` refusing a provider that cannot
serve what it was bound to, AES counter mode (including a
non-block-aligned round trip and a check that the counter carries, since
one that did not would silently reuse key stream), `ChannelGate`
(exclusion, re-entrancy across an await, re-entrancy on a reused thread,
and the deadlocks above), the asynchronous channel paths, and the PubSub
policy provider.

Each review finding got a test that fails without its fix:

- `ContendedEntryStillRecordsTheHolderAsync` — established contention
deterministically, then re-entered; failed on the pre-fix gate. Removed
with the re-entrancy it covered; `ChannelGateTests` now asserts the
non-re-entrant contract instead.
- `SecureClientAndTcpListenerKeepChunkOrderUnderConcurrentRequestsAsync`
— 60 concurrent multi-chunk `SignAndEncrypt` requests over a real
loopback listener; failed 3 runs out of 3 with the previous dispatch,
passes 3 out of 3 with the chain.
-
`DependencyInjectionRoutesPubSubCryptoThroughTheRegisteredProviderAsync`
— builds a container, registers a counting provider, wraps a message and
asserts the provider actually performed the encryption and the
signature. This is the assertion the PubSub claim above now rests on.
- `PolicyScopedRandomBindingDoesNotEscapeItsPolicy`.

Two further assertions are the ones that would catch a silent defect: a
provider and the platform must produce **byte-identical** output — a
validated module that disagreed could not interoperate — and with a
software key the returned `ValueTask` must report
`IsCompletedSuccessfully`, which is what makes "ordering is unchanged"
checkable rather than merely asserted.

`SymmetricChannelCryptoBenchmarks` gains a provider-registered variant
beside the existing baseline, so the cost of the indirection is measured
rather than assumed.

Verified locally, every suite at or above its recorded baseline: `dotnet
build UA.slnx -c Release` **0 warnings, 0 errors on all six target
frameworks**; Core **4413** (net10.0); Core.Security **617**, with its
certificate-leak detector clean; PubSub **1350** plus PubSub.Diagnostics
**54** and PubSub.Udp **233**; Features **156**; Subscriptions.Classic
**32**; Server integration **4053**; Client integration **2123**;
MigrationAnalyzer **151** and MigrationAnalyzer.Core **13**. Zero
failures in each.

Core moved from 4388 to 4381 when the gate change landed — eight
re-entrancy tests were removed along with the behaviour they covered,
and one deadlock regression test added — and has since grown to 4413
with the registry isolation, provider-output and security-review tests.
`ChannelGateTests` was rewritten around the new contract — exclusion
across both entry modes, an uncontended asynchronous entry not
suspending, re-entry blocking by contract, and the property that used to
be the hazard: work started while the gate is held is excluded without
having to opt out.

Every CI failure this PR produced was reproduced locally, diagnosed
against a clean `origin/master` baseline in a second worktree, and fixed
at the source. Two hangs were found from `--blame-hang-timeout` dumps
read with `dotnet-dump`. One failure that looked like a candidate was
confirmed **not** to be: an intermittent `Opc.Ua.Aot.Tests` connect
failure, pre-existing on `origin/master` (5 of 8 baseline runs failed,
versus 3 of 14 here).

### The publish request overshoot

`Subscriptions.Classic.PublishRequestCountAsync` failed on the Windows
net10.0 leg with **207** outstanding publish requests against a cap of
`max(maxServerPublishRequest, subscriptions)` = 50. It failed in 2 of 6
pipeline builds on this branch, never on `master` in 13 sampled builds,
and never locally in 12 attempts including under deliberate CPU
contention.

The mechanism is a genuine race.
`ClassicSubscriptionEngine.QueueBeginPublish` was a **check-then-act**:
it read `GoodPublishRequestCount`, compared it against
`GetDesiredPublishRequestCount(false)`, and issued a publish if it was
below. It runs on every publish completion, so *n* completions that
overlap each read the same value, each conclude they are below the cap,
and each issue — overshooting by up to *n* per round. The read also
*lags*: a request only becomes visible to `GoodPublishRequestCount` once
`AsyncRequestStarted` has recorded it, which happens after the request
has already been sent.

That code is pre-existing and was untouched by this PR. What this PR
changed is how hard the race is hit: the server used to hold the channel
gate across request processing, which serialised every request on a
channel, so publish completions arrived one at a time. Dispatching
`RequestReceived` outside the gate — an intended improvement, since a
channel should not serialise on application request-processing time —
lets them complete concurrently.

Rather than change the publish pipeline blind, the race was first made
reproducible.
`ConcurrentPublishReEvaluationDoesNotExceedDesiredRequestCount` drives
64 barrier-released completions against a mocked context whose count
lags the send exactly the way the session's does. It issued **64
requests where 5 were desired** — the same defect the CI leg hit, now
deterministic and running in milliseconds.

The engine now tracks the requests it has in flight and reserves a slot
with a compare-exchange before sending, so the decision and the send are
one atomic step. The reservation is released when the request completes,
when the send is declined, or when it throws. The repro test then issues
at most the desired count.

`StartPublishing` is deliberately left **uncapped**. It is the recovery
valve that refills a pipeline whose requests are outstanding but no
longer expected to return, so gating it on the in-flight count would
remove the only path out of a stalled pipeline. An earlier revision of
this fix did gate it, and that is the one change here that could not be
justified on the evidence — it was reverted.

The assertion was **not** loosened, retried away, or marked flaky: it
caught a real throttling regression earlier in this PR and is worth
keeping sharp.

Validated: the repro test red before the fix and green after;
`Subscriptions.Classic` 32/32 **five** consecutive runs on net10.0 and
once on net48; `Opc.Ua.Client.Tests` 2124 on net10.0 across four
consecutive runs and 2127 on net48; `Opc.Ua.Subscriptions.Tests` 604
passed with this fix in place.

### The SSH.NET advisory that turned CI red repo-wide

Partway through this work every build job began failing with `NU1903:
Package 'SSH.NET' 2025.1.0 has a known high severity vulnerability`
([GHSA-q939-rpr3-3284](https://github.com/advisories/GHSA-q939-rpr3-3284),
`<= 2025.1.0` affected, first patched `2026.0.0`).

Nothing in the dependency graph changed — the advisory was published.
Build 17026 failed on it where build 17000, two hours earlier on an
identical graph, had passed every build job. SSH.NET is not referenced
anywhere in the repository; it arrives transitively through
`Testcontainers.Kafka`.

`master` landed the remediation independently while this was being
investigated (a central transitive pin to `2026.0.0`, which
`CentralPackageTransitivePinningEnabled` exists for). This branch
briefly carried its own identical pin, which made the merge commit hold
**two** `PackageVersion` entries for SSH.NET and fail restore with
`NU1506`. The duplicate is removed and `master` is merged, so the pin
now comes from one place only.

The audit was **not** suppressed: `NuGetAudit` stays enabled and
`NU1903` stays an error. Verified after the merge — `dotnet restore
UA.slnx` reports neither NU1903 nor NU1506, and `dotnet build UA.slnx -c
Release` is **0 warnings, 0 errors** with the audit live.

The remaining red check in build 17026 was not from this change either.
`aot-ubuntu-latest` is the intermittent `Opc.Ua.Aot.Tests` failure
already noted above — `ReconnectSessionAsync` timed out at 30s with 135
of 136 passing. It remains below the `origin/master` baseline rate (4 of
15 sampled here against 5 of 8 on the baseline), and the managed
reconnect paths are green throughout: `Opc.Ua.Client.Tests` 2124 across
four consecutive runs and `Opc.Ua.Subscriptions.Tests` 604.


## Documentation

`docs/CryptoProvider.md` gains sections on substituting the symmetric
primitives, using a key served over a network, and PubSub — including
what cannot be claimed and why, the scope rule for a random-source
binding, and how to supply a provider-backed policy outside the
container. `docs/MigrationGuide.md` covers the `[Obsolete]` channel
virtuals and `DataLock`, and the non-re-entrant gate's contract for
channel subclasses. `docs/WhatsNewIn2.0.md` is updated.
`plans/cryptooffboard.md` is deleted now that the work it planned has
landed.

## Note for reviewers

This touches the secure channel handshake, which is the most
security-critical code in the stack. Nine distinct concurrency and
lifetime defects were found and fixed in it during this work — three
during development, two in review, four from CI — so `ChannelGate`, the
write path and the certificate ownership across the new suspension
points deserve the closest reading.

Five of those nine traced to the gate's `AsyncLocal`, which is why the
re-entrancy was subsequently removed and the `AsyncLocal` deleted. The
wrapper/`Core` split and the two documented residuals in that section
are the parts most worth a second reading.

The #4206 work removes the last reflection from `Security/Constants` and
rewrites the policy lookup tables, so
`SecurityConfiguration.SupportedSecurityPolicies` and the endpoint set
it feeds are worth a second look: an earlier revision of it changed that
set and broke six server tests, which is now covered by
`SecurityConfigurationBuildsExpectedSupportedPolicySet`.

## Related Issues

- Fixes #4206
- Fixes #4207
- Fixes #4208
- Fixes #4210
- Follow-up #4250 — this PR makes the security policy set injectable,
but nothing in the stack resolves `ISecurityPolicyRegistry` from DI yet,
so every production path still lands on the `Default` fallback. #4250
tracks threading it through `Session` and `UaSCBinaryChannel`, which is
what makes the injection points already added here load-bearing.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Copilot-Session: 7a68ca72-83e8-496c-b2f5-3df4c718320b
Copilot-Session: 3f5ab76a-c0ba-4f47-87ac-54d1f4182c6b
2026-08-15 05:23:20 -07:00
Marc Schier a7c776e8d4 Align the WoT implementation with spec: type binding, removed vocabulary, Alarms and Conditions (#4225)
# Description

Aligns the WoT implementation with the normative changes in the OPC UA
WoT
specification drafts that the stack had not picked up, and fixes the
defects
that alignment surfaced.

The driving artifact is

[OPCF-Members/spec-drafts#19](https://github.com/OPCF-Members/spec-drafts/pull/19),
*"bind a projected node to an already-loaded type, by name or by
NodeId"*, which
landed on the spec `main` after this repository last tracked it.

## 1. Bind a projected node to an existing type (Binding §5.2.1)

§5.2.1 lets a document state that the node it projects is an instance of
a type
that **already exists** — one a companion model defines and the Server
has
loaded, or one a sibling document of the same conversion defines — so a
converter binds to that type instead of defining a second type of the
same
shape.

The converter hardcoded `HasTypeDefinition` to `BaseObjectType`, so a
document
that named its type projected an **untyped** node: a client browsing for
the
companion type would not find it, and nothing said why.

Both forms are now implemented, resolved against the §5.1.5 **local
context** —
the other documents being converted together first, a loaded
AddressSpace as the
fallback. `IWotNodeResolver` supplies that context (is a namespace held;
what
does a qualified BrowseName match; what does an ExpandedNodeId
identify),
`WotCompositeNodeResolver` composes implementations in the specified
order, and
`NullWotNodeResolver` is the default that holds nothing. The converter
needed no
new async surface: the binding is resolved in a pre-resolve pass,
exactly as
Thing references already are, and the synchronous core consumes the
result.

The §5.2.1 table is honoured: a unique name binds; the link settles an
ambiguous
name; a name that resolves to nothing while the link resolves is
**invalid**
(that is a mistake in the name, not a shorthand for the identifier); two
forms
resolving to different Nodes are invalid; a resolved type of the wrong
NodeClass
is invalid. A binding naming a type the local context does not hold
**fails**
rather than falling back to `BaseObjectType` — a silently mistyped node
is worse
than a reported failure.

A compact name is told from ordinary `@type` annotation **by
namespace**, not by
whether the lookup succeeds, so `saref:TemperatureSensor` on a Server
that has
never heard of SAREF stays the annotation it always was.

The definitive form — a `ua:HasTypeDefinition` link whose
`href` is the ExpandedNodeId of the type. An ExpandedNodeId matches
exactly one
Node or none, so it needs no lookup.

A Node has exactly one `HasTypeDefinition`, so:

- two such links → `AmbiguousTypeBinding` (6019), and the root keeps the
default
  rather than being bound to a guess;
- a link with no usable identifier → `InvalidTypeBinding` (6020);
- no binding at all → the `BaseObjectType` default is unchanged.

## 2. Drop the six vocabulary terms `#19` removed

`#19` deleted `uav:capability`, `uav:componentModel`, `uav:reference`,
`uav:congruentType`, `uav:congruentTypeName` and `uav:nameNamespace`
from the
context, the JSON Schema and the ontology. A link now names its
ReferenceType
directly in `rel`, so the three link relations become `ua:HasInterface`,
`ua:HasComponent` and `ua:NonHierarchicalReferences`, and the
congruent-type
pair is superseded by the §5.2.1 type binding.

Their validation and mapping are removed; they are now ordinary residue
like any
other unrecognised term.

### A real gap this uncovered

The converter knew **eight** ReferenceTypes by name and had neither
`NonHierarchicalReferences` (`i=32`) nor `HasInterface` (`i=17603`) — so
the two
relations that *replace* `uav:reference` and `uav:capability` could not
resolve
at all. That includes example 02, which this repository vendors as a
golden
asset and which `#19` rewrote to use them. Both are now in the map.

`uav:congruentType` was also the only term that redirected one reference
to
another while resolving a link target, so `ResolveTargetNodeIdAsync` no
longer
needs a loop. It resolves once and reports an unresolved target; the
resolution
context is still entered and the bytes still counted, so the
per-conversion
document, depth and byte bounds are unchanged.

## 3. Reject an out-of-range event severity instead of clamping it

`uav:severity` had grown in this implementation without being a
specification
term. Rather than drop it, it is proposed upstream in

[OPCF-Members/spec-drafts#21](https://github.com/OPCF-Members/spec-drafts/pull/21),
which defines it with an explicit rule: the value **shall** be in the
OPC 10000-5
range 1..1000, and a consumer **shall not** silently clamp it.

The implementation clamped, so a document asking for severity 5000 was
accepted
and published as 1000 — the mistake was hidden while what the author
asked for
was changed. An affordance carrying an out-of-range severity is now
skipped,
with the reason logged, and its half-built event type and
`GeneratesEvent`
reference are removed.

### Defect found while making that change

The occurrence-time path read `ValidateSeverity(severity) ??
tag.Severity`.
Because `ValidateSeverity(null)` returns the 500 default, it **never**
fell back
to the affordance's authored severity: an occurrence reported without a
severity
published 500 rather than the authored 900. Build-time validation and
the
occurrence-time choice are now separate methods.

## 4. Vendored examples and honest coverage claims

Examples 21 and 22 were missing from the vendored golden assets.
Converting
example 22 is now the end-to-end check for §5.2.1 — the specification's
own
example rather than a fixture written to match the implementation.

`docs/WotBindings.md` claimed ten of the eleven conformance units and
silently
omitted **WoT-ConditionMapping**, and said "twenty worked examples". The
count
is corrected, and WoT-ConditionMapping is now **covered** — see §5
below.

## 5. Alarms and Conditions (Binding §13)

The last unclaimed conformance unit. A projected Condition event now
derives
from the ConditionType it names rather than from `BaseEventType`;
falling back
would lose the Condition state model entirely, leaving a Client unable
to tell
an alarm from an ordinary event.

The two forms follow the hint-plus-pin pattern of §5.3:
`uav:conditionTypeId`
is definitive and wins, `uav:conditionType` is a readable hint resolved
for the
four ConditionTypes §13.1 scopes. An unpinned name outside that set is
reported
rather than guessed.

Four conformance rules are enforced, each because breaking it yields a
document
a consumer can read but cannot act on:

| Rule | Section | Diagnostic |
| --- | --- | --- |
| A Condition event declares `EventId` in its `data` | 13.3 |
`ConditionEventIdMissing` |
| `uav:conditionAction` is inside its closed set | 13.2 |
`InvalidConditionAction` |
| `uav:actsOn` names a Condition event in the same document | 13.4 |
`InvalidConditionTarget` |
| `Acknowledge`/`Confirm`/`AddComment` declare an `EventId` input | 13.4
| `ConditionActionInputMissing` |

`Enable` and `Disable` act on the Condition instance rather than one
occurrence
and are deliberately exempt from the last rule, pinned by a negative
test.
Shelving, suppression, dialog conditions and `ConditionRefresh` stay out
of
scope, as §13.1 scopes the mapping.

## 6. The sibling half of the §5.1.5 local context

`SnapshotWotNodeResolver` indexes the registry snapshot a conversion
runs over
and is wired into `WotNodeSetDocumentConverter`, so a document naming a
type
another document in the same registry projects resolves with no
AddressSpace at
all. Only Thing Models are indexed: a Thing Model projects a
`UAObjectType` and
is a valid target, a Thing Description projects an instance and never
is.

Identity comes from the new public
`WotNodeSetConverter.TryDescribeProjectedType`,
which applies exactly the rules the conversion uses, so an index entry
and the
projected node cannot drift apart. Ambiguity is preserved rather than
resolved:
two siblings sharing a qualified name yield both matches so the caller
can
report it.

## Deliberately not in this PR

- **The AddressSpace-backed `IWotNodeResolver`.** The abstraction, the
composite, the null default and the sibling-document implementation ship
here; the AddressSpace-backed half needs a cached type-hierarchy walk
behind
a server `OperationContext` and follows separately. Until it exists a
host
gets the sibling context plus the null fallback, which reports a binding
as
  unresolved rather than mistyping it.
- **Two §5.2.1 obligations that need the address space**: not
duplicating a
  mandatory instance declaration of the resolved type, and rejecting
  disagreement with an instantiated Thing Model.
- **Connectivity §7.3 parent resolution.**

Each is tracked; none is faked here.

## Related Issues

There is no tracking issue: this came out of a
spec-versus-implementation audit
rather than a reported defect, and the driving artifacts are the two
upstream
spec PRs linked above. Happy to open one if maintainers prefer — the
§5.2.1
follow-up in particular is worth an ADR, since the local-context
resolver is a
new injectable provider spanning two assemblies.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Verification detail

| | net10.0 | net48 |
|---|---|---|
| `Opc.Ua.Types.Tests` | 8573 / 8573 | 8555 / 8555 |
| `Opc.Ua.WotCon.Tests` | 1075 / 1075 | 1075 / 1075 |

Full `UA.slnx` build: **0 errors, 0 warnings** across all target
frameworks,
re-verified after `master` was merged into the branch.

Every new test was mutation-verified: the type-binding tests against
three
mutations (revert to the hardcoded default, drop the ambiguity check,
accept an
empty `href`), the severity tests against reinstating the clamp, and the
ReferenceType additions against removing them from the map. Each
mutation failed
the suite before the change was kept.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
2026-08-14 07:55:33 -07:00
Marc Schier fac30c45e6 Add MinSupportedSamplingInterval configuration and honor it when revising sampling intervals (#4243)
# Description

PR #4194 removed the unused
`ServerConfiguration.MinMetadataSamplingInterval` and left nothing in
its place. As a result there was no way to populate
`Server.ServerCapabilities.MinSupportedSampleRate` (`i=2272`) —
`ServerInternalData.CreateServerObjectAsync` hardcoded it to `0`.
Separately, the only clamp applied when revising a monitored item's
sampling interval was the per-node
`BaseVariableState.MinimumSamplingInterval`, which defaults to
`MinimumSamplingIntervals.Continuous` (`0`), so reference-server nodes
accepted any requested interval (e.g. 10 ms) unrevised — exactly what
was reported.

This adds a configuration entry **in the exact schema slot #4194
vacated** and enforces it as a lower bound.

## Configuration

- **`ServerConfiguration.MinSupportedSamplingInterval`** — `double`
(milliseconds), default `0`, `[DataTypeField(Order = 17)]`, i.e. between
`MaxNotificationsPerPublish` (16) and `AvailableSamplingRates` (18).
- `ApplicationConfiguration.xsd` — `<xs:element
name="MinSupportedSamplingInterval" type="xs:double" minOccurs="0" />`
in the same position the removed element occupied.
- Fluent API **`SetMinSupportedSamplingInterval(double)`** on
`IApplicationConfigurationBuilderServerOptions`, in the place
`SetMinMetadataSamplingInterval` was removed from.
- The element is added to the six config XML files #4194 touched
(reference / CTT / AOT / GDS use `0`; `test-server-full.xml` uses a
distinctive non-zero value for the round-trip test).

The address-space Property keeps its OPC UA spec name, so
`Server.ServerCapabilities.MinSupportedSampleRate` and
`VariableIds.Server_ServerCapabilities_MinSupportedSampleRate` are
unchanged.

```xml
<MaxNotificationsPerPublish>1000</MaxNotificationsPerPublish>
<MinSupportedSamplingInterval>2000</MinSupportedSamplingInterval>
<AvailableSamplingRates>
```

```csharp
application.Build(applicationUri, productUri)
    .AsServer([endpointUrl])
    .SetMinSupportedSamplingInterval(2000);
```

## Behavior

- `ServerInternalData` now publishes the configured value to
`Server.ServerCapabilities.MinSupportedSampleRate`.
- New `SubscriptionManager.CalculateRevisedSamplingInterval(...)` (two
overloads, alongside the existing `CalculateRevisedQueueSize`)
centralizes the revision rule and replaces the logic that was duplicated
across four call sites — the create and modify paths of
`AsyncCustomNodeManager` and `CustomNodeManager` — which now expose a
`MinSupportedSamplingInterval` property seeded from the configuration
(mirroring how `MaxQueueSize` is initialized).

The rule:

1. A requested interval below zero resolves to the *default sampling
interval*: the **publishing interval of the subscription** on create,
and the item's **current sampling interval** on modify. The modify case
preserves 1.5.378 behavior, so a `ModifyMonitoredItems` call that leaves
the sampling interval unspecified does not silently retune the item.
2. A node declaring `MinimumSamplingIntervals.Continuous` (`0`) for the
`Value` Attribute reports **by exception** and is **not** bound by the
server-wide minimum — the requested interval is returned unchanged.
3. Every other item is raised to `max(nodeMinimumSamplingInterval,
MinSupportedSamplingInterval)`. Attributes other than `Value`, nodes
declaring `MinimumSamplingIntervals.Indeterminate` (`-1`), and
non-Variable nodes are bound only by `MinSupportedSamplingInterval`.
4. `double.MaxValue` is capped to one year (pre-existing behavior, now
in one place).

Event monitored items do not sample and are unaffected.

**Backward compatible:** with the default of `0` the computation is
identical to the previous code for every input, including `Continuous`,
`Indeterminate`, positive node minimums, non-`Value` attributes and
`NaN`. No existing configuration or deployment changes behavior.

Node managers that implement `INodeManager` directly can call the new
public helper to apply the same rule.

## Related Issues

- Fixes #4191

The issue thread also asked whether
`Subscription.MaxNotificationsPerPublish` is revised by the server. It
is (`SubscriptionManager.CalculateMaxNotificationsPerPublish`), but it
was untested and is not observable from the `CreateSubscription`
response, which carries no revised field for that parameter. Four tests
were added that assert it through
`SubscriptionDiagnostics.MaxNotificationsPerPublish` on a privileged
session, covering create and modify, the above-limit, below-limit and
`0` (server default) cases.

## Tests

- **`SamplingIntervalRevisionTests`** (17 unit tests,
`Opc.Ua.Server.Tests`) — the full revision matrix: negative request
resolving to the default interval, the `Continuous` bypass,
`Indeterminate`, node minimum above *and* below the floor, a floor of
`0` being a no-op, non-`Value` attributes, non-Variable and null nodes,
and the `double.MaxValue` cap.
- **`MinSupportedSamplingIntervalTests`** (10 integration tests,
`Opc.Ua.Subscriptions.Tests`) — against a reference server configured
with a 500 ms floor: the capabilities node reflects the configuration; a
node declaring 100 ms is lifted to 500 ms;
`Scalar_Static_Arrays2D_LocalizedText` (1000 ms) wins over the floor;
`CurrentTime` (250 ms) is lifted; a `Continuous` node keeps its 10 ms; a
non-`Value` attribute is floored; `ModifyMonitoredItems` behaves the
same in both directions; event items are unaffected.
- Restored the configuration builder and round-trip test coverage that
#4194 deleted.
- `TestFixture` gained a `protected virtual void
ConfigureServer(ApplicationConfiguration)` hook so a derived fixture can
vary the server configuration before start. Default implementation is a
no-op, so no existing fixture changes behavior.

## Documentation

- `docs/Subscriptions.md` — new **Sampling interval revision** section
with the input table, the four-step rule (including both
negative-interval fallbacks), XML and fluent configuration examples, and
guidance for custom node managers.
- `docs/migrate/2.0.x/configuration.md` — new section documenting that
`MinMetadataSamplingInterval` was removed and
`MinSupportedSamplingInterval` added. Verified against `master378`: the
old setting defaulted to `1000` but was never read, and
`MinSupportedSampleRate` was hardcoded to `0` with no server-wide floor.
The guide therefore stresses that these are **two different settings,
not a rename** — consumers should drop the old element (a default of `0`
reproduces 1.5.378 exactly) and only opt into the new one deliberately,
since reusing the old value would silently introduce a sampling floor.

## Validation

- `dotnet build UA.slnx` — **0 warnings, 0 errors** across all TFMs.
- .NET 10: `Opc.Ua.Server.Tests` 4091 passed,
`Opc.Ua.Subscriptions.Tests` 619 passed (full suite including the new
fixture), `Opc.Ua.InformationModel.Tests` 1063 passed,
`Opc.Ua.Configuration.Tests` 221 passed, `Opc.Ua.Gds.Tests` 119 passed.
- .NET Framework 4.8: new unit tests (200 incl. sampling groups), new
integration tests (17) and configuration round-trip (135) all passed.
- `ConsoleReferenceServer` starts successfully with the updated
configuration file.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 79f8090c-b2a3-409c-a5bf-56b6d2a35e70
2026-08-12 17:41:29 +00:00
Marc Schier 6795073d2d Mount OpenUSD representations with HasAddIn (#4239)
# Description

Mount every `OpenUsdRepresentation` AddIn with `HasAddIn` rather than
plain
`HasComponent`.

- Correct the `IOpenUsdRepresentedType` placeholder in the OpenUSD
NodeSet.
- Route Pump, Minimal Robot, and Intent sample authoring through the
shared
  `CreateRepresentation` helper.
- Remove redundant representation subtree rebasing from sample call
sites.
- Add model, in-process sample, and over-the-wire regression coverage.
- Update the OpenUSD documentation and sample diagrams.

`HasAddIn` is a subtype of `HasComponent`, so the incorrect reference
still
browsed and rendered successfully but failed companion-model
conformance.

## Related Issues

No related issue.

## Validation

- `Opc.Ua.OpenUsd.Tests`: 914 passed on .NET 10.
- Pump and Minimal Robot sample builds completed without warnings.
- Pump and Robot `RepresentationsAreMountedWithHasAddInAsync` E2E tests
passed.

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 19119d71-e1bc-41c9-ba0d-2d1dea437167
2026-08-12 11:31:55 +02:00
Marc Schier 80db326567 Fix MCP diagnostics tool contracts and capture failures (#4241)
# Description

Fix the MCP packet-diagnostics tool contract and the capture failures
reported in #4238.

- Accept and emit canonical hyphenated capture source and format names
while preserving CLR-name and integer compatibility.
- Restore typed enum constraints in generated MCP schemas and surface
actionable diagnostics errors to MCP clients.
- Stop `list_interfaces` from reading `LinkType` on unopened SharpPcap
devices.
- Close failed SharpPcap handles before retrying NIC opens and report
permission failures immediately.
- Normalize capture roots, remove duplicated path segments, and use a
lazy secure per-user or atomic temporary fallback.
- Align MCP/diagnostics documentation and interop-agent guidance.

## Related Issues

- Fixes #4238

## Checklist

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Copilot-Session: 641a4356-aa8d-45e6-9077-eeb50b9b7e0a
2026-08-12 10:33:56 +02:00
Marc Schier 1cca744b5c Retire the last exposed locks: node, browser, server diagnostics and application properties (#4222)
Closes #4201. Closes #4202. Closes #4203. Closes #4215. Closes #4216.

(#4215 and #4216 are @marcschier's originals from the #4188 review;
#4202 and #4201 are my later duplicates of the same two findings. All
four describe the two changes in section 1 and are closed together.)

**This PR now carries what was #4221 as well.** The two were a stack;
they have been unstacked and combined here, and #4221 is closed.
Everything below the "Read the server diagnostics" section is the work
that was previously reviewed as #4221.

---

## 1. The browse path guards itself, and the last node locks are gone

`AsyncCustomNodeManager` kept two `lock (source)` sites around
`CreateBrowser`, carrying a NOTE that browser creation was not
internally synchronized. `NodeBrowser` still handed its lock to derived
types through `protected Lock DataLock`.

`NodeState.CreateBrowser` now holds a browse lock across
`PopulateBrowser` and `OnPopulateBrowser`, so browser construction on a
node is serialized — which is what the external `lock (source)` was
actually providing, and what a handler that mutates the node during
population (the historian's lazy config installer) depends on. Both
`lock (source)` statements and the NOTE are gone.

**What that lock does not do**, stated plainly in the XML docs and in
`docs/NodeManagers.md` rather than over-promised: it is not an atomic
snapshot across the node's children, notifiers and references. Writers
take those collections' own locks, not the browse lock. The browser is a
point-in-time copy and each collection is read consistently, but the
combination is not a transaction.

No `lock` takes a `NodeState` as its sync root any more. That was the
last thing keeping `NodeState` from being documentably self-guarding, so
the other eleven went with it: `lock (activeNode)`, `lock (target)`,
`lock (source.Node)`, `lock (target.Node)`, `lock (notifier)`, `lock
(handle.Node)` in `AsyncCustomNodeManager`, and `lock (node)` in
`CustomNodeManager2`. Most were a check-then-act pair now served by
`NodeState.AddReferenceIfMissing`, which does the check and the insert
under the node's own lock.

`NodeBrowser.DataLock` is removed. A browser is **single-consumer**: it
belongs to whoever created it, and both server browse paths already
serialize on the owning side. The exposed lock only added an
inheritance-level locking contract that a derived browser could not
reason about.

## 2. Read the server diagnostics under the lock every writer takes

`OnUpdateDiagnostics` locked the diagnostics **payload** rather than the
lock every writer takes through `UpdateServerDiagnostics`, so the
snapshot a client reads from the `ServerDiagnostics` node was never
excluded from a concurrent writer.

Both halves matter, and the second is the one that is easy to miss:

```csharp
lock (m_diagnosticsLock)                                        // was: lock (ServerDiagnostics)
{
    value = Variant.FromStructure(ServerDiagnostics, copy: true);  // was: copy defaulted to false
}
```

`copy: true` is what makes it a snapshot. `FromStructure(value, copy:
false)` does `new ExtensionObject(value, copy)` — it wraps the **live**
structure without copying it, so the caller would read the fields long
after the lock was released and see them change underneath. Swapping the
lock alone would have looked like a fix while still excluding nothing.

## 3. Analyzer numbering

The browser rule is **UA0027**, not UA0025. This branch had
independently taken UA0025 for `NodeBrowser.DataLock` while #4188
published UA0025 for `ILocalNode.DataLock` and UA0026 for
`BaseVariableValue.Lock`. Master's are shipped, so they keep the
numbers:

| | UA0025 | UA0026 | UA0027 |
|---|---|---|---|
| master (#4188) | `ILocalNode.DataLock` | `BaseVariableValue.Lock` | —
|
| **this PR** | `ILocalNode.DataLock` | `BaseVariableValue.Lock` |
**`NodeBrowser.DataLock`** |

Both sides had written a different `UA0025Tests.cs`, which arrived as an
add/add conflict. They are now split: `UA0025Tests.cs` holds master's
`ILocalNode` tests, `UA0027Tests.cs` holds the `NodeBrowser` ones.

UA0024's help text also drops its reference to `ReadServerDiagnostics`,
which #4193 removed as unused, and names `ISession.ReadDiagnostics` /
`ISubscription.ReadDiagnostics` instead — those do still exist.


## 4. Two more locks reachable from outside their owner

**`ApplicationConfiguration.PropertiesLock` is removed.** It returned
the properties dictionary itself, so `lock
(configuration.PropertiesLock)` was `lock (configuration.Properties)` —
the lock *was* the data it guarded, the same shape as #4203.

It had exactly one production consumer
(`OAuth2CredentialCollection.Load`, a get-or-add with `ParseExtension`
called inside the lock), so it could not simply be deleted. `Properties`
is now a `ConcurrentDictionary` — same public type, every operation
atomic on its own — and the one multi-operation need gets a member of
its own:

```csharp
public T GetOrAddProperty<T>(string key, Func<T> valueFactory);
```

It deliberately does **not** invoke the factory under a lock, so
`ParseExtension` now runs outside any critical section. Holding a lock
across a caller-supplied callback is exactly the shape that produced the
attribute/diagnostics deadlock earlier in this work.

The two existing tests asserted only `PropertiesLock is not null`, so
they tested nothing but its presence. They are replaced by tests of the
contract: factory runs once for a missing key, not at all for a present
one, 32 concurrent callers all observe the same instance, null arguments
throw.

`PropertiesLock` ships in 1.5.378, so this is a breaking removal —
migration guide section plus analyzer **UA0028**.

**`SharedDefinitionCache` no longer hands out its lock.** Three sites in
`SharedKeyValueSubscriptionStore` took the nested cache's `Lock` to
operate on the cache's own dictionary. Both are private now, behind
`ReplaceAll` and `CloneWhere`.

`SnapshotCommitLock` stays exposed on purpose: it is a `SemaphoreSlim`
sequencing an async commit across `await` points, which
`System.Threading.Lock` cannot span, so folding it in would change
behaviour rather than hide a lock.
## Verification

Merged `master` (`0edfe237a`, including #4234) with no conflicts.

- `dotnet build UA.slnx` — 0 warnings, 0 errors
- `Opc.Ua.Server.Tests` — 4074 passed
- `Opc.Ua.Types.Tests` — 8501 passed
- `Opc.Ua.MigrationAnalyzer.Tests` — 151 passed on all five TFMs (138 →
151, the new ones being UA0027 and UA0028)
- `Opc.Ua.Core.Tests` — 4249 passed
- `Opc.Ua.Redundancy.Server.Tests` — 573 passed

## Note for the reviewer

@romanett — your approval was given when this PR's diff was the 7
diagnostics files, because it was measured against
`marcschier/node-browse-locks`. Now that the two are combined and the
base is `master`, the diff is 23 files, and the extra 16 are the
node/browser lock work that was #4221. GitHub kept the approval across
the retarget, but it did not cover that code, so please re-review rather
than let it ride.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
Copilot-Session: 0ee22c1d-c319-4257-bf78-a5a077a1824a
2026-08-11 22:14:10 +02:00
Marc Schier 466c5cb982 Robot intent follow-ups: multi-controller executors, spec fixes, and an MCP tool library (#4195)
Follow-ups to #4165, plus the work that followed from re-checking this
branch against the specification. Everything started as a defect found
by review or by probing the running code; the specification is unchanged
except where noted.

The TLS certificate lifetime fix (#4196) and the OpenUSD work (#4198)
were both merged into this branch. #4196 has since landed on master, so
it no longer appears in this diff. #4198 was closed in favour of this PR
and its content is here.

The MCP trim/AOT work (#4228), the `DataGenerator` null `NodeId` fix
(#4227) and the NodeSet external-parent import fix (#4229) have since
been merged in as well. All three are closed in favour of this PR and
their content is here, described under *Making the MCP libraries trim
and AOT clean*, *A generator that returned the value you opted out of*
and *A NodeSet parent that lived outside the import batch* below.

## A two-arm cell could not be built

`IntentExecution` carried no controller identity, and there was
effectively one `IIntentExecutor` per server. An executor handed an
execution therefore could not tell **which arm** it was for, so a cell
with two `IntentControllerType` instances — an ordinary configuration —
was not expressible through the builder or DI.

Both halves are addressed:

- `IntentExecution` now carries `ControllerId` (`NodeId`, the OPC UA
identity) and `ControllerName`, so one shared executor can discriminate;
- DI gained per-controller registration —
`AddRobotIntentExecutor<TExecutor>(controllerBrowseName)` and an
instance overload — so two genuinely different executors can coexist.

Resolution order is `WithExecutor` → per-controller DI registration →
the single DI executor → a build-time throw. There is still **no silent
fallback** to a rejecting executor; that was a Critical defect fixed in
#4165 and it stays fixed. `IIntentExecutor` is unchanged, so this is
purely additive.

## Declarations that were quietly untrue

- **`Accepts<T>` silently discarded a redeclaration.** Declaring an
intent type twice — say to narrow `cancelSupported` on the second call —
kept the first, wider declaration and said nothing. That is the same
class of defect as the capability-honesty problems #4165 fixed
(`PauseSupported` declaring a pause the host could not perform;
`Aborting` degrading silently to `Buffered`). Identical redeclarations
remain idempotent; conflicting ones now throw `BadInvalidArgument`.
- **`RI-Interop-40010` assumed Annex B item 3 rather than checking it.**
It now requires exact set equality between the OPC 40010
`TaskProgramName` values and the Robot Intent `ProgramType.ProgramId`
values. Both sides are readable from the address space without
commanding the robot, which is what makes the requirement structural
under §12.1.

## Two things the specification requires that this did not do

Re-checking the implementation against the merged draft revision turned
up two genuine violations. Both are fixed, and the NodeSet is untouched
by either.

- **Every graphed mission reported `Failed` on success.**
`MissionRules.SelectTransition` returned `null` for two different
situations — a graph *terminus*, which is the normal success path, and a
branch point whose conditions all evaluated false — and the caller
collapsed both into `Failed`/`NoTransition`. A three-way result
(`Terminus` / `Selected` / `NoConditionMatched`) separates them, so a
mission that runs to its end now completes. The failure reason surfaces
through the inherited Part 10 result container rather than a new member.
- **Facet URIs were never published.** An upstream `may` became a
`shall` in the revision this branch adopts.
`RobotIntentConformanceUris.Facets` held 31 URIs with **zero**
production references — the set existed but nothing emitted it. The
published set is now derived from `RobotIntentFacetCalculator`, the same
authority that already computed `SupportedFacets`, rather than from a
second hand-maintained list that could drift; a reflection test pins the
two together.

## An easy client mistake

`RequestAuthorityAsync` returns a lease the caller must remember to
inspect. Forgetting makes every later submission fail with
`ControlNotOwned` for reasons that are invisible at the call site.
`RequireAuthorityAsync` throws instead, and names the current owner.
`RequestAuthorityAsync` is untouched — inspecting and branching is
legitimate.

## Letting an agent drive the robot

New `tools/Opc.Ua.Mcp.Robotics` gives a language model the intent API as
MCP tools: 36 across discovery, monitoring, direct control and missions,
behind a `Robotics` tool profile, composable into any MCP host exactly
as the existing OPC UA tool packages are. The `IntentViewerClient`
sample hosts them behind `--mcp` (stdio by default, HTTP when `--view`,
since MCP stdio and the in-process viewer would otherwise share stdout),
and the sample gained a pallet scene so an agent can pick and stack
parts and watch the result in the OpenUSD viewer. All the scene logic is
server-side — no viewer or connector changes.

Four gaps in the client API had to be filled first, since the tools are
a thin layer over it and could not have been written honestly without
them: `ReadStateAsync`, `ListOperationsAsync`/`ListMissionsAsync`,
controller-level
`CancelIntent`/`CancelAll`/`Pause`/`Resume`/`Retry`/`ReleaseControl`,
and `WaitForCompletionAsync`.

The tools refuse rather than paper over: a refusal from the server is
returned with its `IntentFailureEnum` and never retried, and command
authority is never acquired as a side effect of a tool call.

**One defect this surfaced:** `--profile robotics` shipped 36 tools that
could not do anything. Every robotics tool resolves a named OPC UA
session and only the connection tools can open one, so with no `Connect`
in the catalogue the whole profile failed. A test had pinned the defect
in place, asserting the profile did *not* contain `Connect` on the line
below the `diagnostics` assertion requiring it. Each package now
declares its own requirement in its registration extension rather than
the host special-casing it, so an application embedding
`Opc.Ua.Mcp.Robotics` directly gets a usable catalogue without
reproducing the host's pairing. `Full` still takes the connection tools
from the core package, so they are never registered twice. The
replacement test states the invariant — a profile exposing
session-scoped tools must expose the tools that open a session — rather
than the instance.

## Making the MCP libraries trim and AOT clean

*Merged from #4228.*

`Opc.Ua.Mcp.Core` is now `IsAotCompatible` on `net10.0`, and the
reflection the analysers then reported is gone. Turning the analysers on
is the point: until now they were not running on these libraries at all
— including on the tool library this branch adds.

- **`OpcUaJsonHelper.Serialize`** went through `JsonSerializer` (IL2026
/ IL3050). The conversion helpers in that class already reduce every OPC
UA value to a closed set — `null`, the primitive scalars, `string`,
`Dictionary<string, object?>` and lists thereof — so the JSON is now
written directly with a `Utf8JsonWriter`.

Output is unchanged, and that is asserted rather than assumed:
`OpcUaJsonHelperTests.SerializeMatchesTheReflectionBasedSerializer`
compares the new writer byte for byte against `JsonSerializer` for every
shape the helpers emit, including all numeric widths, the
custom-formatted scalars, nested sequences and strings that force the
encoder to escape.

One deliberate contract change: arbitrary object graphs are no longer
accepted. Serializing them needs reflection, so `Serialize` now throws
`NotSupportedException` naming the type instead of silently stringifying
it. No call site in the repository passes anything outside the closed
set.

- **`McpSchemaFilters`** used `JsonSerializer.SerializeToElement` on a
`JsonObject`; it now parses the node's own text, which needs no
reflection.

`Opc.Ua.Mcp.Diagnostics` is deliberately **not** marked. It depends on
SharpPcap and on the reflective service-call dissection in
`Opc.Ua.Core.Diagnostics`, neither of which is trim safe — which is why
that package does not opt in either. Two improvements are kept
regardless: `PacketDecodeTools` serializes `DecodedServiceCall` through
a source-generated `JsonSerializerContext`, and
`PacketCaptureTools.ListInterfaces` now carries the
`RequiresUnreferencedCode` / `RequiresDynamicCode` annotations that
`NetworkInterfaceEnumerator.ListLocalInterfaces` already declares, so
the constraint is visible to callers instead of implicit. Nothing is
suppressed.

Marking an assembly `IsAotCompatible` only proves its own IL is clean;
it says nothing about whether the library still functions once
reflection is gone. So `Opc.Ua.Aot.Tests` references `Opc.Ua.Mcp.Core`
and exercises it with JSON reflection disabled, stating what is and is
not true today:

- tool **results** serialize without reflection — this would fail
outright if the `Utf8JsonWriter` change regressed;
- tool **registration** still requires reflection, because the MCP SDK
builds each tool's input schema by asking `JsonSchemaExporter` for a
`JsonTypeInfo` of every parameter type. Without a source-generated
context covering the tool signatures — and with the injected
`OpcUaSessionManager` being described rather than treated as a service —
that throws `NotSupportedException`.

The second test asserts the throw. It documents the remaining gap and
turns red the moment someone closes it, rather than leaving it to be
found in a published binary. The package README says the same thing in
prose.

**Two pre-existing issues this surfaced, both outside this PR:** pulling
`Opc.Ua.Mcp.Diagnostics` into an AOT publish reports `IL2046` / `IL3051`
on `NicCaptureSource.StartAsync`, which is annotated
`RequiresUnreferencedCode` / `RequiresDynamicCode` while the
`ICaptureSource.StartAsync` it implements is not, and `IL2075` on
`ServiceCallReassembler.GetCollectionCount` / `GetPropertyString`, which
call `Type.GetProperty` on the result of `GetType()`. Happy to file
these separately if useful.

## A generator that returned the value you opted out of

*Merged from #4227. Fixes #4226.*

`GetRandomNodeId(useBoundaryValues: false)` could still return
`NodeId.Null` — one of the boundary values the same method offers when
boundary values *are* requested. A caller that opted out should not
receive one, and `GetRandomExpandedNodeId` builds on it and inherited
the same behaviour.

The `IdType.Opaque` branch is the practical path:
`GetRandomByteString()` draws its length with
`NextInt32(MaxStringLength)`, which is inclusive of zero, and a
zero-length opaque identifier in namespace 0 satisfies `NodeId.IsNull`.
With three namespaces and `MaxStringLength` at 10 that is roughly **one
call in 130**. A numeric identifier of `0` in namespace 0 is null too,
at around one in four billion.

The draw is now repeated while the result is null and boundary values
were not requested. Guarding the result rather than the individual
branches covers every identifier type, including the numeric case,
rather than only the one that happens to be reachable today. The
`useBoundaryValues: true` path is untouched, so boundary values remain
available when they are asked for.

Four tests in `tests/Opc.Ua.Core.Tests/Types/DataGeneratorTests.cs` loop
20,000 draws, because at one call in 130 a single draw proves nothing.
Against the **unmodified** generator they fail on draw 93 and draw 1346.
Two of the four exist to keep the fix honest rather than to test the
bug: `GetRandomNodeIdStillProducesEveryIdentifierType` catches a "fix"
that simply stopped emitting opaque identifiers, which would satisfy the
null assertions while silently narrowing the generator, and
`GetRandomNodeIdWithBoundaryValuesStillYieldsThem` confirms the leak was
closed rather than the feature removed.

**How it was found:** an intermittent downstream test failure. A test
server initialising a static `NodeId`-valued variable via
`TestDataSystem.ReadValue` occasionally stored `NodeId.Null`; the
encoder correctly writes that as JSON `null`, and a consumer asserting a
value was present failed about one run in five — never reproducibly in
isolation. It only surfaced under load because `UnsecureRandom.Shared`
is a fixed-seed, process-global generator shared between `DataGenerator`
and OPC UA transport jitter, so the number of draws preceding
address-space initialisation depends on what else is running in the
process.

## A NodeSet parent that lived outside the import batch

*Merged from #4229.*

`UANodeSetHelpers.LinkParentChildRelationships` builds its lookup table
from **only the nodes in the current import batch**, links a child when
the parent is found — and then cleared `instance.Handle`
**unconditionally**, which is exactly where `Import` had stashed the
authored `ParentNodeId`. A node whose parent lives in another NodeSet,
or is owned by another NodeManager, therefore lost that parent
**silently** at import, and nothing downstream could recover it.
`RuntimeNodeSetNodeManager.CreateAddressSpaceAsync` already has a step
that wires references to external node managers; the parent link never
reached it.

Such a parent is now recorded rather than discarded, and exposed through
`UANodeSet.TryGetUnresolvedParentNodeId`. A parent that resolved
normally inside the batch is **not** recorded, so a caller does not
re-wire references that already exist. The record lives in a
`ConditionalWeakTable`, so it does not keep an imported node alive and
does not widen `NodeState` — whose `Handle` is a general-purpose slot a
caller may legitimately use for its own purposes, and so is not a safe
place to leave the value.

`RuntimeNodeSetNodeManager` consumes it to report the one case that
cannot be repaired automatically. In NodeSet2 the `ParentNodeId`
attribute is a *hint*; the authoritative edge is the entry under
`<References>`, which the reverse-reference pass already turns into an
external reference. A node that names an out-of-manager parent but
carries **no such Reference** materializes with no path from that
parent, and no ReferenceType can be inferred to synthesise one — so it
is reported as an authoring defect rather than guessed at or silently
accepted.

This is deliberately **not** a fix for a specific address-space symptom.
It removes a silent loss of authored information and gives callers the
means to act on it. Whether any particular orphaned-node report is
caused by this path, or by namespace-index translation elsewhere, still
needs separate diagnosis.

**Changed while merging.** As authored in #4229 the accessor was
`GetUnresolvedParentNodeId`, returning `NodeId?`. `NodeId` is a readonly
struct implementing `INullable`, so that was a `System.Nullable<NodeId>`
wrapped around a type that already carries its own null representation —
which this repository excludes in favour of an `IsNull` check, and it
asks for `TryGet` over casting on struct types. The tests
correspondingly asserted `Is.Null` against a struct, which the testing
rules also exclude. It is now `bool
TryGetUnresolvedParentNodeId(NodeState, out NodeId)`, yielding
`NodeId.Null` when there is no unresolved parent. The API is unshipped —
it arrives with this branch — so nothing depended on the previous shape.
Both tests were re-verified by mutation after the rewrite: disabling the
record in `LinkParentChildRelationships` still fails
`ImportKeepsAParentThatIsNotInTheSameBatch`.

## Dependencies

- **OpenUSD to `0.7.0-alpha`.** All 11 issues we filed upstream are
fixed, so the workarounds they justified are gone and the parts of the
pump and generator samples that were blocked on them are implemented.
- **ModelContextProtocol to `2.1.0`** across all five MCP tool libraries
and the executable. No code changes were needed — the surface we use is
unchanged in 2.x — but central package management required a cascade of
pins, each commented where it sits. Both transports were verified
against a running server rather than assumed. MCP 2.x is stateless (no
`initialize`, no `Mcp-Session-Id`); an OPC UA session is application
state addressed by a caller-supplied name, which fits that model but
does assume process affinity, and that assumption is now written down
rather than implied.

## Infrastructure

The `code coverage` gate was measuring nothing on this branch and
reporting success. It is fixed and now enforced, which immediately
exposed real gaps — most usefully `RoboticsIntentJson`, which parses
agent-supplied JSON (untrusted input from a language model) and had no
tests at all. It is now at full line coverage in CI. Patch coverage is
**90.20%** against a 75% floor.

The `netstandard2.1` build leg was also failing. The MCP projects build
as empty shells under a legacy `CustomTestTarget`, and the viewer sample
referenced them on the target framework alone, so it tried to resolve a
net10.0 shell from net8.0. The sample now derives MCP support from
whether those projects are actually being built.

## From review

A review pass over the branch found two real defects, both fixed.
`RoboticsIntentJson` parses JSON written by a language model, so every
malformed shape it can be handed is reachable input; it indexed pose
arrays without checking their length and enumerated properties without
checking their kind, so a short or wrongly-typed array escaped as
`IndexOutOfRangeException` or `InvalidOperationException` rather than
the argument error the tool descriptions promise the agent. Separately,
`IntentOperationHandle` treated a zero `QueuePosition` as "not observed"
and discarded it, so a handle kept reporting the last queued position
after the server had said the operation left the queue.

The pose validation immediately caught a latent test defect: the pallet
scenario interpolated doubles into JSON with the current culture, so
under a comma-decimal culture `[0.12, 0.16, 0.28]` became a six-element
array. It passed only because that submission is expected to be refused
for want of authority, so the wrong coordinates were never used.

A third review finding — that a default-constructed
`RobotIntentControllerState` hands out a null `NodeId` — was checked and
rejected: `NodeId`, `QualifiedName` and `LocalizedText` are readonly
structs here, so `default` is the null value and `IsNull` is `true`. The
tests asserting that invariant are kept.

A second review pass over the merged branch found two more, both fixed
and both about an error surfacing as the wrong kind of failure rather
than about a wrong result:

- **Malformed agent JSON did not arrive as an argument error.**
`RoboticsIntentJson` turns every *validation* failure into an
`ArgumentException` — a wrong root kind, a missing property, a short
pose array — but three `JsonDocument.Parse` calls and the NodeId parse
were unguarded. A syntax error escaped as `JsonException` and an
unparseable NodeId as `ServiceResultException`, which are the two shapes
a language model is most likely to produce. That is the same defect
class as the pose/kind checking above: a caller separating bad input
from a genuine fault had to know to catch three unrelated exception
types. Parsing now goes through one helper that reports a syntax error
as an `ArgumentException` naming the argument, keeping the
`JsonException` as the inner exception so the position is not lost, and
the NodeId goes through `NodeId.TryParse` rather than `Parse`,
collapsing its two failure modes into one.
`MalformedIntentJsonIsRejected` had asserted
`InstanceOf<JsonException>`, pinning the behaviour rather than the
intended contract; it now asserts `ArgumentException` like every
neighbouring test, and three tests cover the newly guarded paths.
- **`ConditionalWeakTable.Add` throws on a duplicate key.** Not
reachable today, but `TryGetUnresolvedParentNodeId` documents `Handle`
as a general-purpose slot a caller may use for its own purposes — and a
caller doing exactly that before re-importing into the same collection
would take a hard throw from inside the import pipeline. Removing first
makes the most recent import win. `AddOrUpdate` would say this more
directly but does not exist on `netstandard2.0`.

## Deliberately not fixed here

`FastenIntentDataType.Joint` is refused when the Server exposes no OPC
40450/40451 model, and a client cannot discover that before calling.
That is **not fixable in this repository**: §5.4.2 makes `Joint` the
defining mechanism while §11.3 says the parameters otherwise stand
alone, and `IntentCapabilityDataType` declares capabilities at
intent-type granularity with no member-level mechanism anywhere in the
model. It is a specification gap, raised as S4 on
[marcschier/opcua-drafts#60](https://github.com/marcschier/opcua-drafts/pull/60)
rather than worked around with a bespoke mechanism the spec does not
define.

## Validation

`dotnet build UA.slnx -c Release` on the merged branch — **0 errors, 0
warnings**, with the AOT analysers now running over `Opc.Ua.Mcp.Core`.

| Suite (net10.0) | Tests |
|---|---|
| `Opc.Ua.Core.Tests` | 4247 (86 skipped) |
| `Opc.Ua.Robotics.Tests` | 540 |
| `Opc.Ua.OpenUsd.Tests` | 909 |
| `Opc.Ua.Tools.Tests` | 419 |
| `Opc.Ua.Server.Tests` — `RuntimeNodeSet` | 94 |
| `Opc.Ua.Robotics.Intent.Tests` | 22 |
| `Opc.Ua.Aot.Tests` — `McpAotTests` | 3 |

0 failures. `Opc.Ua.Tools.Tests` rose from 409 to 419 with the
serializer-equivalence tests from #4228 and the malformed-JSON tests
from the second review pass, and `Opc.Ua.Core.Tests` covers the
`DataGenerator` tests from #4227 and the import tests from #4229.
`UANodeSetHelpers` also passes on **net48** (5/5). The MCP
agent-usability grader scores Core 100 / Full 100.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Copilot-Session: a248a589-9a20-4372-868e-5d347e57001b
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
Copilot-Session: a0718e8a-a158-45c5-929d-e1d6c0982431
2026-08-11 13:03:36 +02:00
Alexander Köpke 0edfe237a6 Bound in-memory historian retention (#4234)
# Description

Bounds raw-data memory usage in `InMemoryHistorianProvider` with a
configurable source-timestamp retention window.

- Adds `RawDataRetentionPeriod`, defaulting to one hour; `TimeSpan.Zero`
restores unbounded retention.
- Keeps `MaxSamplesPerNode` as an additional hard cap, with both limits
enforced.
- Applies retention across bulk, best-effort, update-as-insert, and
transactional write paths.
- Refreshes the retained high-water timestamp after raw deletions so
later out-of-order inserts use the current archive contents.
- Explicitly keeps the ReferenceServer conformance historian unbounded
because it seeds a multi-hour archive and tests arbitrary historical
timestamps.
- Documents the default and configuration in `HistoricalAccess.md` and
the pump sample README.
- Adds regression coverage for defaults, custom and unbounded windows,
combined limits, bulk/atomic writes, out-of-order inserts, and both raw
deletion APIs.

## Related Issues

Addresses the multi-gigabyte memory growth observed when
`PumpDeviceIntegrationServer` runs continuously with its in-memory
historian enabled.

## Checklist

- [x] I have signed the CLA and read the CONTRIBUTING guide.
- [x] I have added tests that prove the fix is effective.
- [x] I have added the necessary documentation.
- [x] I have verified the targeted build and analyzer-enabled historian
test suite complete without warnings.
- [ ] I ran all tests locally using `UA.slnx` against .NET Framework and
.NET 10.
- [x] I have addressed all PR feedback received.

---------

Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@hotmail.com>
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-08-11 08:14:10 +02:00
Marc Schier 5bc8a9d705 Reduce ISession: type the continuation points, delete the obsolete validate overload (#4199)
## Stacked on #4197

Base is `marcschier/server-bind-phase`. The full stack is **#4188 →
#4193 → #4197 → this**.
GitHub retargets each base automatically as the stack merges. **Review
the earlier three
first.**

**#4217 has been merged into this branch** (squash `53dd4b618`), so the
last remaining
item from the issue — `ISession.SessionDiagnostics` — is now part of
this PR.

Closes #4187.

Refs #4203 — **does not close it.** #4217 swapped `OnUpdateDiagnostics`
onto
`m_diagnosticsLock`, but it still calls
`Variant.FromStructure(ServerDiagnostics)` with the
default `copy: false`, which wraps the *live* structure in the
`ExtensionObject`. The caller
reads its fields after the lock is released, so the lock currently
excludes nothing. #4222
adds `copy: true` and is what actually closes #4203.

## The finding that changed the approach

`ISession` has **exactly one production adapter**:
`src/Opc.Ua.Server/Session/Session.cs`.
The other `ISession` implementations in the tree are the unrelated
**client** interface
(`src/Opc.Ua.Client/Session/Session.cs`, `RedundantClientSession`) and a
migration-analyzer test stub.

One adapter means the seam is hypothetical; two means it is real. The
issue proposed
splitting `ISession` into five concern-interfaces — that would turn one
hypothetical seam
into five. The interface earns its keep for testability and because node
managers receive
it through `OperationContext`, but that argues for making it
**smaller**, not for
multiplying it.

**So: reduce, don't split.** Reasoning posted to the issue as
[comment
5226712936](https://github.com/OPCFoundation/UA-.NETStandard/issues/4187#issuecomment-5226712936)
so the five-way framing does not get re-proposed later.

## Measurement

38 members, 368 references. External production consumers are **4 files
using 5 members**:

| Consumer | Members used |
|---|---|
| `Opc.Ua.Redundancy.Server/Sessions/DistributedSessionManager.cs` |
`Id`, `InitializeAsync`, `Dispose` |
| `Opc.Ua.Di.Server/Locking/DefaultLockService.cs` | `Id` |
| `samples/ConsoleReferenceServer/UAServer.cs` | `Id`, `Identity`,
`ReadDiagnostics` |
| `samples/Quickstarts.Servers/.../DataChangeMonitoredItem.cs` | type
reference only |

Every production caller of the five continuation-point members is inside
`Opc.Ua.Server`
(`MasterNodeManager`, `NodeManagerLifecycle`, `HistorianDispatcher`).

**`ISession` is 38 → 32 members.**

## Commits

### `882b2937` Type the history continuation point

`ISession` leaked `object` twice, against the repository rule:

```csharp
void SaveHistoryContinuationPoint(Guid id, object continuationPoint);
object? RestoreHistoryContinuationPoint(ByteString continuationPoint);
```

The erasure was **not** hiding a genuinely opaque plugin token.
`HistorianDispatcher` is the
only production caller, it always passes a `HistorianContinuationState`,
and it casts
straight back to that type on restore. The `object` was a round trip
through the type system
that bought nothing.

`HistorianContinuationState` is `internal`, so it cannot appear on a
public interface.
`IHistoryContinuationPoint` names the concept instead: it carries an
`Id` and extends
`IDisposable`.

Two latent bugs fell out of typing it:

- The session disposed only those points that **happened** to implement
`IDisposable` and
**silently leaked the rest**. Every point is now disposable by
construction, and three
  `as IDisposable` probes are gone.
- Carrying the `Id` on the point removes the separate `Guid` parameter,
which could disagree
with the payload it was filed under. The mock stores in the historian
tests had the same
  latent inconsistency.

### `0d020b77` Delete the obsolete synchronous `ValidateBeforeActivate`

**Zero production callers** — the nine references were all tests written
for it. `[Obsolete]`
since 1.5.378, which the repository rules allow removing in master.

It is also the divergent-signature problem the runtime analysis flagged:
the async form
returns the validated handler and policy as a tuple, while the sync one
took the same two
values as trailing `out` parameters, so a caller had to learn two shapes
for one operation.

The overload could not verify a user token requiring decryption, so on a
secure endpoint it
failed closed and told the caller to use the async path anyway. The one
test asserting that
fail-closed behaviour goes with the method it described; the path it
pointed at is already
covered by `ActivationValidationDecodesBinaryEncodedUserIdentityToken`.

The other eight tests are **converted, not deleted** — the channel,
signature,
security-policy and token-policy validation they cover is still
asserted, now against the
path the server actually uses.

### `821e8302` Route the continuation points behind one member

Five `ISession` members were one-line pass-throughs to
`SessionContinuationPoints`, a
419-line module that already owns the behaviour and already has its own
`IContinuationPointStore` seam. The interface restated the module's
surface without adding
anything.

```csharp
// was
session.SaveContinuationPoint(cp);
session.RestoreHistoryContinuationPoint(bytes);

// now
session.ContinuationPoints.SaveBrowse(cp);
session.ContinuationPoints.RestoreHistory(bytes);
```

The holder is `internal sealed`, so `ISessionContinuationPoints` is what
makes it
addressable.

**This is composition, not the service locator `IServerContext` refused
to be.** A subsystem
with an independent lifetime should be injected; continuation points
belong to the session
and cannot exist without it.

`InvalidateContinuationPoints` called `RemoveBrowseForManager` and
`RemoveHistoryForManager`
in sequence, so the pair becomes `RemoveForManager` — the caller's
intent is that a node
manager is going away, not that two collections need visiting.

## Tests

Three harnesses had hand-rolled a `Dictionary<Guid, object>` to stand in
for the holder. They
now use the **real** one, so the dispatcher and `BrowseNext` meet the
eviction and disposal
rules a live session actually applies.

**One hazard worth recording for future interface work.** A Moq member
that is never stubbed
returns `null`. Where the old code called a method straight on
`ISession`, that `null` was
harmless. Reaching *through* a property means an unstubbed
`ContinuationPoints` null-derefs
instead. Three tests failed exactly that way; they are wired to a real
holder, not restubbed.

| Suite | net10.0 | net48 |
|---|---|---|
| `Opc.Ua.Server.Tests` | 4032 passed, 1 failed | builds clean |
| Touched areas (continuation points, historian, master node manager,
session) | 898 passed | — |

The single failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`, a
local certificate-store problem verified to reproduce unchanged at HEAD
with these changes
stashed. Not caused by this PR.

`Opc.Ua.Redundancy.Server`, `Opc.Ua.Di.Server`, `Quickstarts.Servers`
and
`ConsoleReferenceServer` all build clean.

## Docs

`docs/MigrationGuide.md` gains a "Removed members on ISession" section
covering the
`ValidateBeforeActivate` removal with the async replacement, and the
`IHistoryContinuationPoint` change with before/after.

## The SessionDiagnostics removal (folded in from #4217)

`ISession.SessionDiagnostics` handed out the whole mutable
`SessionDiagnosticsDataType` —
the structure the session's diagnostics lock protects — so a caller
could read a field while
the owner was writing it. Every server-side reader wanted exactly one
value out of it, so the
interface now exposes those two values (`SessionName`,
`ClientApplicationUri`) directly and
the structure stays behind the lock.

That work landed here as #4217 rather than as a separate PR, and it also
fixes #4203:
`OnUpdateDiagnostics` now takes `m_diagnosticsLock` instead of locking
the diagnostics
payload it was handed.

## Reviewer questions

- `ISessionContinuationPoints` exposes `MaxBrowse` as read-only while
the concrete holder
keeps a setter (the test framework adjusts it to exercise limits).
Should the setter be on
the interface, or is test-only mutation better left to the concrete
type?
- `RemoveForManager` collapses two removal methods. The concrete
`RemoveBrowseForManager`/`RemoveHistoryForManager` remain public on the
holder — worth
  making them private now that nothing outside calls them individually?

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
2026-08-11 06:57:40 +02:00
Marc Schier 9375a2431b Retire the IServerInternal bind mutators and freeze the bind phase (#4197)
## Stacked on #4193

Base is `marcschier/server-context`, which is itself based on #4188.
**Review #4188 and
#4193 first.** GitHub retargets each base automatically as the stack
merges.

Closes #4184.

## What this does

`IServerInternal` published twelve `Set*` binding methods plus
`CreateServerObjectAsync`,
so any holder of the interface could rewire a running server. This takes
them off the
interface and makes a late bind fail loudly.

## The audit changed the shape of the work

The plan this came from said "design a frozen bind phase". **One already
exists.**
`StandardServer` has a seventeen-method `Create*` factory seam, and
`DependencyInjectionStandardServer` overrides seven of those to resolve
from the container:

```csharp
protected override IRoleManager CreateRoleManager(IServerInternal server, ApplicationConfiguration configuration)
    => m_services.GetService<IRoleManager>() ?? base.CreateRoleManager(server, configuration);
```

`StandardServer` then carries each factory result into the datastore:

```csharp
ServerInternal.SetRoleManager(CreateRoleManager(m_serverInternal, configuration));
```

So an integrator already had two supported routes — override the
virtual, or register in
DI. `Set*` on the interface was a **third route that bypassed the
ordering**, and the only
one that let a caller rebind a running server.

The job was therefore to stop publishing plumbing, not to build a phase.

## Measurement

Every call site of the twelve mutators plus `CreateServerObjectAsync`:

| Area | Count | Where |
|---|---:|---|
| `Opc.Ua.Server` | **11** | `StandardServer.cs:3729–3844`, one
contiguous block |
| samples | **1** | `ReferenceServer.cs:219`, inside a
`CreateMasterNodeManager` override |
| tests | 20 | `ServerInternalDataTests` (18), `SubscriptionTests` (2) —
**all on the concrete `ServerInternalData`** |

`SetIdentityRegistry` had **zero** call sites anywhere.

The earlier estimate for this work was 268 files. That number counted
files *referencing*
`IServerInternal`, which this change never touches: the interface
survives and only the
mutators move off it.

## Commits

### `e719a88a` Add the missing `CreateUserManagement` factory seam

The one gap, and the reason this had to land first. User management was
the only subsystem
with **no factory seam** — the only way to populate
`IServerInternal.UserManagement` was
`SetUserManagement`, which is what `ReferenceServer` called from inside
a
`CreateMasterNodeManager` override. Removing the mutator without a
replacement would have
broken that scenario with no migration path.

The DI path at `OpcUaServerBuilderExtensions.cs:1178` builds a
`UserNamePasswordAuthenticator` from a registered `IUserManagement` — a
different thing
entirely that never reaches the Part 18 §5 model on the address space.

Purely additive. `ReferenceServer` moves onto the override.

The test covers the **override** seam rather than the DI seam
deliberately: registering an
`IUserManagement` in the container also switches on the
username/password authenticator, so
a DI-based test exercises two unrelated paths and fails for reasons
unrelated to binding.

### `cbcfda47` Remove `SetIdentityRegistry`

Zero call sites, despite a doc comment advertising it as the integrator
seam. The supported
route has always been
`ServerIdentityRegistryExtensions.RegisterDefaultAuthenticators`,
which *adds* authenticators to the default registry rather than
replacing it.
`IdentityRegistry` is read five times outside `Opc.Ua.Server`, so the
default is what every
consumer already uses.

**The analyzer confirmed the reading**: with the setter gone, `RCS1170`
fired on the
property — it is provably never reassigned after construction, so it is
now read-only.

### `ea0937a2` Take the bind mutators off `IServerInternal`

The mutators stay `public` on `ServerInternalData`, which owns the
state. Only the interface
loses them. The eleven call sites switch from the `ServerInternal`
property to the
`m_serverInternal` field, already typed `ServerInternalData?` — the same
one-token change
`GetStatus` and `EnterState` took in #4193.

**No test changed.** All twenty test call sites already used the
concrete type, which is the
clearest evidence these were never interface-level API.

`CS1574` found six doc comments across `IRoleManager`, `RoleManager`,
`IUserManagement`,
`UserManagement`, `IServerInternal` and `SessionManager` that pointed
integrators at the
mutators. They now point at the factory seam.

### `f3c4b9d3` Refuse to bind after the server has started

Each bind goes through a guard; `StandardServer` closes the phase once
the session manager
is in place. A late `Set*` throws
`ServiceResultException(BadInvalidState)` **naming the
operation** and pointing at the factory seam — otherwise the failure is
indistinguishable
from a configuration problem.

Rebinding *during* startup stays legal, which is what let both audit
hazards resolve with no
behaviour change:

- **`SetNodeManager` also binds three more managers**
(`DiagnosticsNodeManager`,
`ConfigurationNodeManager`, `CoreNodeManager`). Intentional — they are
reached through the
master node manager and have no independent lifetime — and now
documented rather than
  silent.
- **`SetSessionManager` unhooks the previous manager's handlers**, which
reads as
written-for-repeat-calls. Nothing rebinds it, but the freeze does not
make the path dead
either, since binding twice during startup is still allowed. Left as-is;
removing it is a
  separate question.

## Tests

Four new tests on the freeze: the refusal itself across four
representative mutators, that
the message names the operation, that rebinding stays legal until the
phase closes, and that
closing twice is harmless. Plus one hosted-server test for the
`CreateUserManagement` seam.

| Suite | net10.0 | net48 |
|---|---|---|
| `Opc.Ua.Server.Tests` | 4033 passed, 1 failed | 230 passed, 1 failed
(filtered) |
| `Opc.Ua.Redundancy.Server.Tests` | 573 passed | — |
| `Opc.Ua.Redundancy.Kubernetes.Tests` | 97 passed | n/a (net8/net10
only) |

The single failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`, a
local certificate-store problem verified to reproduce unchanged at HEAD
with these changes
stashed. Not caused by this PR.

## Docs

`docs/MigrationGuide.md` gains a table mapping every removed mutator to
the `Create*`
override and the DI registration that replace it, plus the
`SetIdentityRegistry` removal
with its rationale.

## Net effect across #4193 and this PR

`IServerInternal` goes from ~460 lines to **~200**. It no longer
publishes locks, dead
members, or the ability to rewire a running server.

## Reviewer questions

- `CompleteBindPhase()` is public on `ServerInternalData` but
deliberately **not** on
`IServerInternal` — only the server owning the startup sequence should
decide when binding
  is over. Reasonable, or should it be `internal`?
- `SetSessionManager`'s unhook path is now unreachable in practice but
still legal during
startup. Leave it, or remove it and assert single-bind for that one
subsystem?

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
2026-08-11 00:27:45 +02:00
Marc Schier 4e0b82af5f Add IServerContext and move server startup tasks onto it (#4193)
## Stacked on #4188

Base is `marcschier/server-seam-analysis`, not `master`.
`IServerInternal.cs` and
`ServerInternalData.cs` both diverge from master on that branch (chunk
4c removed the two
`object` locks), so branching off master would conflict on both files
*and* design
`IServerContext` against a stale interface. GitHub retargets the base to
`master`
automatically when #4188 merges. **Review #4188 first.**

Closes part of #4184.

## What this does

`IServerInternal` is a service locator: 56 members, 30-odd of which hand
out one of 20+
subsystems. A component that only needs to observe the server and act on
it has to take the
whole thing, and no signature tells a reader which parts a component
actually touches.

This adds `IServerContext` — the ambient view of a running server — and
moves
`IServerStartupTask` onto it.

```csharp
public interface IServerContext
{
    ServerState CurrentState { get; }
    ServerObjectState ServerObject { get; }
    IServiceMessageContext MessageContext { get; }
    ServerSystemContext DefaultSystemContext { get; }

    ServerSystemContext CreateSystemContext(ISession session);
    T? FindPredefinedNode<T>(NodeId nodeId) where T : NodeState;
    IEnumerable<T> FindNodeManagers<T>() where T : class;

    ValueTask ReportEventAsync(IFilterTarget e, CancellationToken ct = default);
    ValueTask CloseSessionAsync(OperationContext context, NodeId sessionId,
        bool deleteSubscriptions, CancellationToken ct = default);
    ValueTask DeleteSubscriptionAsync(uint subscriptionId, CancellationToken ct = default);

    void UpdateServerDiagnostics(Action<ServerDiagnosticsSummaryDataType> update);
}
```

Nothing on it returns a subsystem. A component that needs one takes it
as a constructor
dependency, which states the requirement instead of hiding it behind an
ambient handle.

`IServerInternal : IServerContext`, so every existing handle already
satisfies the new seam
and consumers migrate one at a time.

## The member set was measured, not guessed

Every member of `IServerInternal` was counted by read site across `src`,
`samples` and
`tests`, split by area. `Ext` is non-test production consumers, which is
what decides
whether something belongs on an ambient interface.

| Member | InServer | OtherSrc | Sample | Test | **Ext** | On
`ISystemContext`? |
|---|---:|---:|---:|---:|---:|---|
| `NamespaceUris` | 63 | 50 | 34 | 131 | **84** | yes |
| `Telemetry` | 58 | 23 | 35 | 5 | **58** | yes |
| `MessageContext` | 2 | 8 | 7 | 11 | **15** | no |
| `TypeTree` | 42 | 3 | 11 | 10 | **14** | yes, as `TypeTable` |
| `NodeManager` | 66 | 7 | 6 | 74 | **13** | no |
| `DefaultSystemContext` | 21 | 4 | 1 | 7 | **5** | no |
| `IdentityRegistry` | 1 | 4 | 1 | 1 | **5** | no |
| `SubscriptionManager` | 23 | 0 | 0 | 17 | **0** | no |
| `SessionManager` | 21 | 0 | 0 | 15 | **0** | no |
| `RequestManager` | 10 | 0 | 0 | 23 | **0** | no |
| `AggregateManager` | 12 | 0 | 0 | 2 | **0** | no |
| `ModellingRulesManager`, `ConformanceUnitsManager`,
`DiagnosticsEnabled` | 0 | 0 | 0 | 0 | **0** | no |

Two things fall out. The highest-traffic members are already carried by
`ISystemContext`,
which `ServerSystemContext` copies off the server at construction — so
most of those 278
`NamespaceUris` reads are callers reaching through the server for
something they already
hold. And the subsystems with zero external demand are exactly the ones
that should be
injected rather than published.

The check that matters: the eight `IServerStartupTask` implementations
in
`Opc.Ua.Redundancy.Server` are the heaviest real consumer of the ambient
handle, and
between them they touch **eight distinct members**. That is the shape
the interface is cut
to.

## Commits

### `e4a912eb` Remove seven unused members from `IServerInternal`

The deletion test, applied before anything is designed against the
interface.

| Removed | Evidence |
|---|---|
| `CloseSession(OperationContext, NodeId, bool)` | zero call sites;
sync-over-async; already obsolete |
| `ReadServerDiagnostics<TResult>` | zero production sites — **added one
commit earlier in #4188 for symmetry and never called** |
| `ModellingRulesManager` | property never read; `ServerInternalData`
owns the lifetime |
| `ConformanceUnitsManager` | same |
| `DiagnosticsEnabled` | façade over
`IDiagnosticsNodeManager.DiagnosticsEnabled`, which is what callers use
|
| `Status` | one site, itself inside an obsolete method |
| `ServerDiagnostics` | only reachable through the diagnostics methods
that replaced it |

`EndpointAddresses` was kept — `Opc.Ua.Di.Tests` uses it to resolve an
endpoint URL. Thin,
but real.

The only build fallout was three lines in one test assembly.
`Opc.Ua.Redundancy.Server`,
`Opc.Ua.Redundancy.Kubernetes`, `Opc.Ua.Gds.Server.Common`,
`Opc.Ua.WotCon.Server`,
`Opc.Ua.PubSub.Server`, `Opc.Ua.Di.Server`, `ConsoleReferenceServer` and
`Quickstarts.Servers` all built untouched. That is the evidence the
members were dead.

### `ffcc80b9` Add `IServerContext`

Additive. `ServerInternalData` implements it; no caller changes.

### `e8c4e15f` Hand startup tasks `IServerContext`

Nine implementations, `OpcUaServerHostedService`, and the test call
sites.

### `1b4de97a` Drop the `IServerStartupTask` migration-guide section

Review feedback. `IServerStartupTask` does not exist in `master378`, so
it is a 2.0-only
concept and nobody migrating from 1.5.378 can own an implementation of
it. The **Removed
members on `IServerInternal`** section stays - those members *are* in
master378 - and is now
self-contained.

### `2ab7d689` Merge `marcschier/server-seam-analysis`

Picks up the base branch including its merge of master. Textually clean,
no conflicts.

### `6a650f12` Migrate `RobotIntentHostStartupTask` to `IServerContext`

The merge was textually clean but **semantically broken**: master's
Robot Intent feature
(#4165) added a tenth `IServerStartupTask` implementation written
against the old
`IServerInternal` signature, so it no longer satisfied the interface.
Its body walked
`server.NodeManager.AsyncNodeManagers` and type-tested each entry for
`RobotIntentNodeManager` - exactly the pattern `FindNodeManagers<T>()`
replaces - so it
migrated the same way as the other nine. `FindNodeManagers` also
searches the synchronous
registry and de-dupes by reference, so a manager registered on both
faces still starts its
intent controller hosts exactly once.

## Three findings from migrating real consumers

**`MessageContext` is not derivable.** The design had callers use
`DefaultSystemContext.AsMessageContext()`, on the reasoning that a
message context can be
built from a system context. It can't: that conversion carries the
namespace tables and the
factory but **not** `MaxStringLength`, `MaxArrayLength` or
`MaxByteStringLength`. Four
replication paths in `Opc.Ua.Redundancy.Server` would have silently
fallen back to default
decoding limits — a component quietly accepting more than the server is
configured to. It
is a real member, and the interface documents why.

**`new`-shadowed members split the mock surface.** `IServerInternal`
first redeclared
`DefaultSystemContext` with a narrower type and `CurrentState` with a
setter. That
compiles, but a shadowed member is a *second interface slot*: production
code calling
through `IServerContext` read a slot that every existing
`Mock<IServerInternal>` leaves
unstubbed. Seventeen tests went from passing to `NullReferenceException`
**while still
compiling**. The narrower typing bought no encapsulation anyway — the
object really is a
`ServerSystemContext` and any caller can cast — so both shadows are
gone. `CurrentState` is
read-only on the ambient interface and the one site that assigns it uses
the concrete type,
as `GetStatus` already does.

**`IServiceProvider` is deliberately *not* on `OnServerStartedAsync`.**
The plan sketched
it. All nine implementations already receive their dependencies through
their constructors
from the builder extensions, so a container on the callback would have
replaced one service
locator with another.

## `FindNodeManagers<T>`

Two tasks walked `server.NodeManager.NodeManagers` and type-tested each
entry for
`ILocalAddressSpaceSource`; two more reached for a specific manager to
cast it to a
capability. Asking for the capability says what the caller wants; asking
for the registry
says how to find it.

```csharp
// before
foreach (INodeManager nodeManager in server.NodeManager.NodeManagers)
{
    if (nodeManager is not ILocalAddressSpaceSource source) { continue; }
    ...
}

// after
foreach (ILocalAddressSpaceSource source in server.FindNodeManagers<ILocalAddressSpaceSource>())
{
    ...
}
```

It searches both the asynchronous and synchronous registries:
`ToSyncNodeManager()` returns
`this` when a manager already implements `INodeManager`, so the two
lists overlap and a
capability may sit on either face.

## Tests

Mock harnesses are **wired, not stubbed** — they return the node
managers and contexts the
tests already build, so the tests keep asserting against real behaviour
rather than against
a mock that returns whatever is convenient. Four new tests cover
`CreateSystemContext`
(identity/locale propagation, null guard), the explicit
`DefaultSystemContext` identity,
and `FindPredefinedNode` before the address space is bound.

| Suite | net10.0 | net48 |
|---|---|---|
| `Opc.Ua.Redundancy.Server.Tests` | 573 passed | 573 passed |
| `Opc.Ua.Redundancy.Kubernetes.Tests` | 97 passed | n/a (net8/net10
only) |
| `Opc.Ua.Server.Tests` | 4028 passed, 1 failed | 225 passed, 1 failed
(filtered) |

The single failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`,
a local certificate-store problem. Verified it reproduces unchanged at
HEAD with these
changes stashed — it is not caused by this PR.

All twelve dependent assemblies and samples build clean on both TFMs,
zero warnings.

### Re-verified after the base merge (`6a650f12`)

`Opc.Ua.Server`, `Redundancy.Server`, `Redundancy.Kubernetes`,
`Robotics.Server`,
`WotCon.Server`, `Di.Server`, `PubSub.Server`, `Gds.Server.Common` and
`XRegistry.Server` all build clean on net10.0. `Opc.Ua.Robotics.Tests`
491 passed,
`Opc.Ua.Redundancy.Server.Tests` 573 passed,
`Opc.Ua.Redundancy.Kubernetes.Tests` 97 passed.

### CI status: 119 passed, 3 failed - none caused by this PR

| Failing job | Why it is not this PR |
|---|---|
| `SourceGeneration_Core_Tests_windows` (net48) |
`GenerateAndCompileDesignFileAsync(..., CSharp11, ...)` fails with
`CS9058: Feature 'Lock object' is not available in C# 11.0` because
generated `Opc.Ua.NodeStates.g.cs` emits `System.Threading.Lock`.
**Identical failure on base #4188 (build 16737)**, which contains none
of these commits. This PR touches no source-generation file. |
| `SourceGeneration_Core_Tests_windows` (net10.0) | Same root cause;
also failing on base #4188. |
| `PubSub_Eth_Tests_windows` (net48) | Agent DNS outage:
`NuGetToolInstaller` died with `ERR:getaddrinfo ENOTFOUND
dist.nuget.org`. The job aborted before restore/build, so **the test
step never executed**. Infra flake; needs a re-run, not a code change. |

Both `SourceGeneration.Core` failures belong to the base branch and
should be fixed there
rather than papered over here.

## Correction to the recorded plan

Chunk 7 (the frozen bind phase) was recorded as the largest mechanical
footprint remaining
and the one most likely to stall. It isn't: **each of the 12 `Set*`
mutators has exactly one
call site**, in the `StandardServer` wiring, plus one sample. It is a
~13 call-site change.
The 268-file figure that produced that assessment counted files
*referencing*
`IServerInternal`, which chunk 7 never has to touch, because the
interface survives and only
the mutators move off it.

## Docs

`docs/MigrationGuide.md` gains one section: the removed
`IServerInternal` members with their
replacements, plus the note that `MessageContext`,
`DefaultSystemContext`, `CurrentState`,
`ServerObject`, `ReportEventAsync`, `CloseSessionAsync`,
`DeleteSubscriptionAsync` and
`UpdateServerDiagnostics` moved *down* to `IServerContext` and stay
reachable through
`IServerInternal` unchanged, so no call site has to move.

An earlier revision also documented the `IServerStartupTask` signature
change there. That
was dropped after review (1b4de97a4): `IServerStartupTask` does not
exist in `master378`, so
it is a 2.0-only concept and nobody migrating from 1.5.378 can own an
implementation of it.
The rationale for the ambient view - including the `AsMessageContext()`
decoding-limit trap -
lives on the `IServerContext` and `IServerStartupTask` XML docs instead,
which is where a
2.0-only concept belongs.

## Reviewer questions

- `IServerContext` is 11 members, not the 9 the design targeted.
`MessageContext` and
`FindNodeManagers<T>` were added because migrating real consumers showed
the alternatives
were wrong (silent decoding-limit loss) or a pass-through
(`NodeManager.NodeManagers` plus
  a type test at every call site). Reasonable?
- `IServerInternal : IServerContext` keeps the fat interface alive on
purpose — it is what
makes this a signature change rather than a 268-file rewrite. It only
shrinks once the DI
migration lands. The 6a deletions are unconditional, so even a full
stall leaves it seven
  members smaller.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: b3c0e146-5b9e-4d08-a0f6-db3f940484b1
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
2026-08-10 21:14:09 +02:00
Marc Schier 4cbcec6e23 Update NuGet dependencies to latest and version ASP.NET Core per target framework (#4223)
# Description

Refreshes the centrally-managed NuGet dependencies in
`Directory.Packages.props` to their latest stable versions, and changes
how the ASP.NET Core packages are pinned so their version follows the
target framework.

## ASP.NET Core packages are now versioned per TFM

`Microsoft.AspNetCore.Authentication.Certificate`,
`Microsoft.AspNetCore.Authentication.JwtBearer`,
`Microsoft.AspNetCore.Mvc.Testing` and `Microsoft.AspNetCore.TestHost`
ship one band per .NET major, carry no `netstandard2.0` asset, and do
not roll forward across majors — a `net8.0` project simply cannot
consume the `10.0.x` band. A single central pin therefore had to sit on
the oldest supported band and hold *every* consumer there, which is why
these sat at `8.0.28` while `10.0.10` was current.

They are now selected from `$(TargetFramework)`, mirroring the existing
MQTTnet split:

| TFM | Version |
|---|---|
| `net8.0` | `8.0.29` |
| `net9.0` | `9.0.18` |
| everything else | `10.0.10` |

The last group is the fallback rather than an explicit `net10.0` match,
so a TFM the file does not enumerate — a future `net11.0`, or the
`net10.0` shell that legacy `netstandard2.0`/`netstandard2.1`
`$(CustomTestTarget)` builds fall back to — still resolves a version.
Verified against the generated `project.assets.json` that each TFM of
`Opc.Ua.Bindings.Https` really does resolve its own band.

## Version changes

`Crdt`/`Crdt.Transport` and the `RaftCs` family 1.1.2 · `Dekaf` 1.11.2 ·
`JsonSchema.Net` 9.4.0 · `Microsoft.Bcl.TimeProvider`, the
`Microsoft.Extensions.*` set and
`System.Composition.AttributedModel`/`System.Formats.Asn1`/`System.Text.Json`/`System.Threading.Channels`/`System.Threading.RateLimiting`
10.0.10 · `Microsoft.Extensions.Http.Resilience` and
`Microsoft.Extensions.TimeProvider.Testing` 10.8.0 ·
`Microsoft.NET.Test.Sdk` 18.8.1 · `Microsoft.SourceLink.*` 10.0.301 ·
`Nerdbank.GitVersioning` 3.10.91 · `Serilog` 4.4.0 ·
`System.CommandLine` 2.0.10 · `Avalonia`/`Avalonia.Desktop` 12.1.1 ·
`MQTTnet`/`MQTTnet.Server` 5.2.0.1603 (modern band only) ·
`Roslynator.*` 4.16.0 · `TUnit` 1.64.6.

The two `System.Collections.Immutable` `VersionOverride`s in the schema
test projects move to 10.0.10 to stay ahead of what `JsonSchema.Net`
requires.

## Removed: the DotNext pin

`DotNext` 5.26.3 was pinned centrally but no project references it. The
`docs/migrate/2.0.x/packages.md` row claiming `src/Opc.Ua.Lds.Server`
consumes it was also wrong — that project references only
`Makaretu.Dns.Multicast` and
`Microsoft.Extensions.Hosting.Abstractions`. Both are corrected.

## BouncyCastle held at 2.6.2 — CI caught a real regression

The first push of this branch took `BouncyCastle.Cryptography` to 2.7.0.
CI failed `Opc.Ua.Core.Tests` on **net48 only**
(`VerifyPEMSupportDirectoryStoreAsync` expecting 3 certificates and
getting 0), and the cause turned out to be a genuine behavioural break
rather than a flaky test.

BouncyCastle is referenced **only on net472/net48**, where it backs
`PEMReader`/`PEMWriter` in `Opc.Ua.Security.Certificates`. 2.7.0
tightened `Asn1.X509.TbsCertificateStructure` to throw:

```
certificate issuer is an empty distinguished name
```

`OpenSsl.PemReader.ReadObject()` therefore aborts on the *first* entry
of a chain whose issuer DN is empty. `ImportPublicKeysFromPEM` has no
per-object recovery, so the entire file is discarded and the store
enumerates nothing.

This is a **runtime** behaviour change, not a test artefact: .NET's own
PEM support on net8.0+ still accepts such a certificate, so taking 2.7.0
would let the same trusted-peer store load fine on net8.0+ and come back
**empty** on .NET Framework. Whether the stack *should* reject these
certificates on every TFM is a fair question, but it is a
security-behaviour decision that does not belong in a dependency refresh
— so the pin is documented in place with that context for a follow-up.

Confirmed by bisecting the package version against the net48 tests
(2.6.2 passes, 2.7.0 fails) and by reading the actual PEM asset with
both versions to capture the exact throw site.

## Deliberately left alone

Every existing pin with a documented reason is preserved, and each was
re-checked rather than assumed:

- **Roslyn compat band** (`roslyn.props`) — `Microsoft.CodeAnalysis.*`
stays on the pinned band and
`System.Collections.Immutable`/`System.Reflection.Metadata` stay on
`$(RoslynRuntimeVersion)`. Raising these is what re-breaks the analyzer
`ImmutableArray<T>` identity the file warns about, and it would raise
the minimum compiler that will load the shipped analyzers.
`Microsoft.CodeAnalysis.Analyzers` stays at 4.14.0 for the same reason.
- **`Microsoft.AspNetCore.*` 2.3.11** — last band with a
`netstandard2.0` asset; already latest.
- **`PacketDotNet` / `SharpPcap`** — SDL native-code pins; already
latest stable.
- **`System.Net.Http` 4.3.4 / `System.Text.RegularExpressions` 4.3.1 /
`System.Private.Uri` 4.3.2** — transitive CVE remediation pins; already
latest.
- **`MQTTnet` 4.3.7.1207** for `net472`/`net48`/`netstandard2.1` —
MQTTnet 5.x dropped those TFMs.
- **`BouncyCastle.Cryptography` 2.6.2** — see the section above.
- **`Moq`** — pinned.
- **Prerelease-only upgrades skipped** — `BenchmarkDotNet`
0.16.0-preview, `NUnit` 5.0.0-beta, `NUnit.Console` 4.0.0-beta,
`EmbedIO` 4.0.0-rc1, `Newtonsoft.Json` 13.0.5-beta, `PacketDotNet`
1.4.9-pre, and others.

## Overlap with #4195 — please note

**OpenUSD and ModelContextProtocol are intentionally not touched here.**
#4195 already moves OpenUSD to `0.6.0-alpha` together with the restored
render smoke job and the `OpenUsd.Rendering.Silk.Vulkan` package that
the bump actually depends on, and separately moves MCP to `2.1.0`.
Rev'ing either in this PR would duplicate that work, and would risk
silently downgrading MCP if the two landed in the wrong order. They are
left to #4195.

There is still a small expected overlap in `Directory.Packages.props`:
#4195 also bumps `Microsoft.Extensions.Configuration.Abstractions`,
`Microsoft.Extensions.Hosting.Abstractions` and `System.Text.Json` to
10.0.10 — the same values as here, so whichever merges second resolves
to an identical line.

## The one code change

Roslynator 4.16 adds **RCS1258**, which flags `TypeAttributes.Public |
TypeAttributes.Class` in `ComplexTypeBuilder`. It is correct:
`TypeAttributes.Class` is `0`, so the flag is a no-op, and the
`DefineEnum` call directly above already passes `TypeAttributes.Public`
alone. Dropping it is a verified semantic no-op (`Public | Class ==
Public`).

## Related Issues

_No tracking issue — routine dependency maintenance, in the same spirit
as the weekly Dependabot NuGet updates configured in
`.github/dependabot.yml`._

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.<br/>_No new tests: this
changes dependency versions, not behaviour. The existing suite is the
proof, and the one code change is a verified no-op._
- [x] I have added all necessary
documentation.<br/>_`docs/migrate/2.0.x/packages.md` — corrected version
rows, removed the wrong `DotNext` row, added a section explaining the
per-TFM ASP.NET Core scheme._
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.<br/>_Full `UA.slnx` build across all six TFMs
(`net472`, `net48`, `netstandard2.1`, `net8.0`, `net9.0`, `net10.0`):
**0 warnings, 0 errors**. `dotnet restore`: 0 warnings. `dotnet pack`: 0
warnings, 0 errors, package validation passes._
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.<br/>_See
the verification note below._
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Update after the first CI run

The initial push failed one CI job — `Opc.Ua.Core.Tests` on net48, 2 PEM
tests. That was **not** flakiness: it was a real break from BouncyCastle
2.7.0, root-caused and fixed by holding that package at 2.6.2 (see the
section above). `Opc.Ua.Core.Tests` on net48 now runs **4161 passed / 0
failed** locally, and the full six-TFM build is still 0 warnings / 0
errors.

### Review feedback

Both review threads are addressed in `78bdd0ea3`:

- The **package table's third column was stale** in more rows than the
ones flagged. Every entry is now checked against the actual
`PackageReference` items — `System.Threading.Channels` belongs to
`Opc.Ua.Core`/`Core.Diagnostics`/`PubSub.Diagnostics` (not the LDS
server), the `Microsoft.CodeAnalysis.*` rows come from the
generator/analyzer variant targets under `tools/`, and
`Microsoft.CodeAnalysis.Analyzers` plus `System.Reflection.Metadata`
have no direct reference at all and are labelled as central pins. The
column is renamed **"Referenced by"**, which is what it actually records
and what makes it verifiable.
- The **BouncyCastle pin now references
[#4224](https://github.com/OPCFoundation/UA-.NETStandard/issues/4224)**,
which carries the decision on whether the stack should reject
empty-issuer certificates on every TFM, whether
`ImportPublicKeysFromPEM` should recover per entry, and whether the
expired `Test_chain.pem` asset should be regenerated.

## Verification note on the test run

The full net10.0 run covered ~48,000 tests. 15 failed, and each was
individually shown **not** to be caused by this change:

- **4 in `Opc.Ua.Core.Diagnostics.Tests`** (3×
`ReadChunkDecryptsStackEncryptedSymmetricChunk`,
`PrivateRequestSummaryFormatsKnownRequestKinds`) — reproduced
**identically at `HEAD` with the changes stashed**. Pre-existing.
- **8 across `Client`, `Di`, `WotCon.Samples`, `Server`** — all pass
when their project is run in isolation; they only fail under the
parallelism of a full-solution run. The machine also had ~45 orphaned
test processes holding sockets, which were cleared.
- **3 in `Gds`/`Stress`** — the log shows socket port exhaustion (`Only
one usage of each socket address...`). The `CertRotationLiveTests` pair
passes when run standalone, and that project's net10.0 package closure
contains **none** of the bumped packages (`BouncyCastle` is
`net472`/`net48`-only, so it cannot reach a net10.0 test at all).

The AOT/TUnit suite (`Opc.Ua.Aot.Tests`) was A/B tested: TUnit **1.58**
produced the same intermittent 0–2 failures as 1.64, confirming
pre-existing flakiness rather than a regression. On **1.64.6** it ran
**129/129 twice**.

`net48` was built and exercised via `CustomTestTarget=net48`; the
`MSB3277`/`NU1702` warnings it surfaces in `Opc.Ua.Stress.Tests` are
structural to that mode (the project builds `net8.0` while consuming
`net48` outputs) and pre-date this change — the `net462` asset's
assembly version simply tracks the patch number, so `10.0.0.9` became
`10.0.0.10`.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 2be367ab-e62d-4141-a4df-e5b2ca3cd126
2026-08-10 18:18:27 +00:00
Copilot 404517c6e8 [MigrationAnalyzer] Generate public collection shims to unblock incremental 1.5.378 → 2.0 migration (#4214)
# Description

MigrationAnalyzer-generated `<Type>Collection` shims were emitted as
`internal`, which breaks consumers exposing these types in public APIs
during migration. This change makes generated shims `public` while
preserving `[Obsolete]` + `UA0002` guidance.

- **Generator output access level**
  - `MigrationGenerator` now emits:
    - `public sealed [Obsolete] class <Name>Collection : List<TElement>`
- No behavior changes to element-type resolution, deduplication, or
diagnostics (`MIG01`).

- **Targeted generator test updates**
- Updated assertions in `MigrationGeneratorTests` to validate `public
sealed class ...` output for:
    - well-known overrides,
    - semantic lookup for model types,
    - semantic lookup for built-in and primitive element types.

- **Migration docs alignment**
- Updated migration analyzer docs to reflect public shim generation and
removed outdated internal-only guidance.

```csharp
[global::System.Obsolete("... (UA0002)")]
public sealed class Int32Collection : global::System.Collections.Generic.List<int>
{
    public static implicit operator global::Opc.Ua.ArrayOf<int>(Int32Collection? value)
        => value is null ? default : value.ToArrayOf();
}
```

## Related Issues

- OPCFoundation/UA-.NETStandard#4205

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [ ] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [ ] I have added all necessary documentation.
- [ ] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

<!-- START COPILOT CODING AGENT SUFFIX -->

- Fixes #4205

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-08-10 16:28:56 +00:00
Marc Schier e05a820c91 Removal of the exposed diagnostics and node locks (#4188)
## What this is

Design analysis for `Opc.Ua.Server`, the two rounds of design
exploration behind it, and the first two implementation chunks it
recommends.

Draft: the analyses are ready to read, but the *conclusions* deserve
discussion before the larger phases proceed. Later chunks stack onto
this PR as they land.

| File | Kind | Lines |
|---|---|---:|
| `plans/NodeManagerAnalysis.md` | Evidence — the node-manager plugin
surface | 488 |
| `plans/ServerRuntimeAnalysis.md` | Evidence — the server runtime
cluster | 576 |
| `plans/ServerDesignExploration.md` | Design round 2 — delivery
strategy | 1,394 |
| `plans/ServerDesignExplorationAlt.md` | Design round 1 — four
interface designs | 2,119 |
| `src/Opc.Ua.Types/State/NodeState.cs` | **Code** — node self-guards
attributes | |
| `src/Opc.Ua.Types/State/BaseVariableState.cs` | **Code** — value
accessors take the lock | |
| `src/Opc.Ua.Server/NodeManager/AsyncCustomNodeManager.cs` | **Code** —
6 external locks removed | |
| `tests/…/NodeStateAttributeConcurrencyTests.cs` | **Code** —
concurrency safety net | 449 |

`docs/` is untouched — it holds shipped feature documentation, and none
of this is shipped API.

## The analyses

Counted mechanically over `src`, `samples` and `tests`; **every figure
is reproducible** from commands printed in each document.

**Node manager surface.** `AsyncCustomNodeManager` declares **93
`virtual`/`abstract` members** (80 distinct names). Across the
repository: **112 override sites, 25 distinct names ever overridden, 55
of 80 never**. Six carry nearly all real use. For scale,
`ReferenceNodeManager` is 6,373 lines and overrides **8**.

**Server runtime.** Seven findings, **two of which recommend no
change**. Findings 1–5 are filed as #4183–#4187. The headline is an
`object`-typed sync root published on three public interfaces and taken
in **88 `lock` statements across 7 files**, including a shipped sample.

**What is deliberately not flagged.** `IStandardServer` — 9 members over
5,575 lines, 16 of 37 virtuals used — is identified as the reference
shape to preserve. `IApplicationInstance` and the already-`[Obsolete]`
`Stop()` are examined and left alone.

## The design exploration

**Round 1** explored four alternative interfaces in parallel under the
current back-compat constraint. Its value is the convergence: four
designers who never saw each other's work independently arrived at a 6–9
member `IServerContext` replacing the 57-member locator, removal of the
`object` node-manager handle, elimination of the `Processed` protocol,
and `IHistorianProvider` as the pattern to copy.

**Round 2** re-runs it with back-compat lifted and asks how to deliver:
full rewrite versus side-by-side fork. **Both option designers
independently declined to recommend their own assignment.** Three
structural facts were verified:

1. **The fork line already sits at `IAsyncNodeManager`** — old and new
node managers can coexist with zero runtime changes, so a fork
duplicates ~10% of the assembly, not all of it.
2. **`[OpcUaShim]` cannot shim an inheritance surface** — honest
auto-fix ceiling for the authoring surface is **~10%**, against ~70% for
the shipped analyzers.
3. **A second lock leak exists** — `NodeState` takes `lock (this)` under
a `CA2002` suppression whose own comment documents the contract.

Recommendation: **neither pure option**, but a staged path reaching the
rewrite end state incrementally, gated on migrating the five
framework-internal node managers that today make it impossible for the
old base to ever freeze.

## Implementation: NodeState now guards its own attributes

This removes the prose-only contract in which `NodeState` took
`lock(this)` and every external caller was required to take
`lock(source)` on the node instance. The code already carried a TODO
describing exactly this fix and noting it required updating every
external site.

- The node self-guards rather than relying on callers.
`BaseVariableState` gains a **fully private** `System.Threading.Lock`
covering its value fields; `NodeState`'s other collections keep their
existing private locks.
- All **6** `lock(this)` sites and both `CA2002`/`RCS1059` suppressions
are gone.
- `Value`, `Timestamp` and `StatusCode` on `BaseVariableState` take the
lock too — without that, a direct property write raced an attribute read
once the external lock was gone.
- **6 of 9** external sites removed. Five were already redundant
(`GetReferences`, `GetChildren`, `ReferenceExists` and
`SetAreEventsMonitored` guard themselves; `FindMethod` reaches its state
via `GetChildren`); the sixth was an attribute read now covered by the
node's own lock.
- Attribute read/write deliberately take **no** node-wide lock: both
dispatch to caller-supplied handlers (`OnReadValue` and siblings) that
may take locks of their own, and holding a lock on the node across one
gives the node no fixed place in the lock order.
- **3 deliberately retained and annotated in code**: two `CreateBrowser`
calls, which are not internally synchronized (tracked in #4216), and one
in `CustomNodeManager`, whose class is slated for deletion so
refactoring its lock would be wasted work.

### No lock is exposed anywhere, to anyone

An earlier revision put the attribute lock on `NodeState` as `private
protected`, which still published a lock-sharing contract on the
inheritance surface. Review pushed back and it is gone:
`BaseVariableState` was the only user, so the lock moved there as a
plain `private readonly Lock`. There is no member for a derived type to
call, in this assembly or any other.

`BaseVariableValue` was the last public leak — it handed out the lock
guarding its value through a `public Lock` property, so any caller could
hold it across a call back into the stack. That property is removed:

- Derived value classes (what the source generator emits for every
structure variable) synchronize through a `protected EnterLock()` /
`ExitLock()` pair. Callback helpers were the first choice, but the
generated bodies pass `ref Variant` / `ref StatusCode` / `ref
DateTimeUtc`, and `ref` arguments cannot be captured by a lambda. The
lock *object* stays private either way.
- `NodeStateTemplates` emits the new form.
- `ServerInternalData`, the one cross-assembly caller, was reading the
lock back off a value it had itself constructed with that lock. It now
takes `m_diagnosticsLock` directly.

`NodeBrowser.DataLock` remains `protected` and is tracked in #4215: a
subclass extending `Next()` legitimately needs its enumeration state
atomic with the base browser's, so the fix needs a base-owned
acquisition rather than a deletion.

### Migration coverage for the removed lock members

None of the removed lock members get an `[Obsolete]` shim, and the
migration guide now says why: a shim would have to be `object`-typed to
keep old call sites compiling, and on .NET 9+ `lock (o)` on a
statically-`object` reference is `Monitor.Enter`, which does **not**
interlock with `Lock.Enter()`. It would compile, run, and silently
synchronize nothing — strictly worse than a compile error. Re-adding a
member to a downstream-implemented interface is also a break in its own
right on `net48` / `netstandard2.0`, where there are no default
interface methods.

Instead, every removed member has a named replacement on the migration
path:

| Rule | Covers | Replacement it names |
|---|---|---|
| `UA0024` | `IServerInternal` / `ISession` / `ISubscription`
`DiagnosticsLock`, `DiagnosticsWriteLock` |
`UpdateServerDiagnostics(...)` / `UpdateDiagnostics(...)`,
`ReadServerDiagnostics` / `ReadDiagnostics` |
| `UA0025` | `ILocalNode.DataLock`, `Node.DataLock` | a lock the caller
owns; the node guards its own state |
| `UA0026` | `BaseVariableValue.Lock` | a lock passed to the
`BaseVariableValue` constructor |

Each rule fires on sources still written against 1.5.378, where the
compiler only says a member is missing. `docs/MigrationGuide.md` gains a
section per removal with before/after.

### The tests earned their keep

The four concurrency tests were landed **first**, against the unmodified
code, because removing a synchronization contract cannot be verified by
the compiler and the existing `NodeStateHandlerConcurrencyTests` covers
a different concern (racing a handler assignment against a write, not
reader/writer exclusion). They now run with **no external locking**,
which is what demonstrates the node guards itself.

They caught two real problems, and one of them was mine:

- The `Value`/`StatusCode`/`Timestamp` setters bypassed the new lock — a
genuine race.
- One test asserted an invariant the design does not offer. Two property
setters are two lock acquisitions, so that pair was **never** atomic; it
only passed originally because the test held a lock across both. It now
uses a single attribute write carrying a whole `DataValue`, which
genuinely is atomic and is the path the server uses.

A third issue was found and fixed before it shipped: the reader loops
gated on `!writer.IsCompleted`, so a reader scheduled after the writer
finished performed zero reads — failing two runs in three on `net48`.
Converted to `do…while`; now five consecutive green runs.

**Verified:** `Stack.State` 116 passed on `net10.0` *and* `net48`; the
concurrency category green 5/5 consecutive on `net48`;
`Opc.Ua.Types.Tests` 8,456 passed; the server node-manager suite 1,205
passed, including `NodeManagerLifecycleTests` and
`AsyncCustomNodeManagerTests` which exercise the changed paths.

## Two corrections to my own published figures

Both were found while starting implementation, and both are recorded on
#4183.

**`ForceDiagnosticsScan()` was overstated.** The analysis claimed the
`DiagnosticsWriteLock` getter *"triggers a full address-space
diagnostics rescan"*. It is in fact a single flag assignment
(`DiagnosticsNodeManager.cs:700-703`) consumed by the read paths and the
periodic timer. The defect stands — a side-effecting property getter
with a racy write on a synchronisation path — but its cost was
misstated.

**The contract was 15 sites, not 19.** A naive search matched ten
comment and `#pragma` lines that *mention* `lock(source)` while
explaining it. The documents now carry a counting command that excludes
comment matches.

A third finding expanded scope the other way: the `object`-typed lock
leak is **repo-wide**, with ten such members across `Opc.Ua.Core`,
`Opc.Ua.Types` and `Opc.Ua.Server` — including `Node.DataLock => this`
and `ApplicationConfiguration.PropertiesLock => m_properties`, the same
defect class as `Subscription.DiagnosticsLock`.

## Caveats stated in the documents

- **Nothing in the designs is implemented or benchmarked.** Every
performance claim across all seven designs is a design intention, not a
measurement.
- The larger phases are a **major undertaking against a live plugin
API**; the documents say so rather than letting the neatness of the
proposals imply otherwise.
- The recommended sequencing puts low-risk, self-contained steps first
and notes they are **worth doing regardless** of which strategy is
eventually chosen.
- Round 2 notes the two option designers' cost estimates are **not
independent of their assignments**.

## Review guidance

The two analyses make factual claims checkable by running the included
commands. The design explorations are exploratory and need not be agreed
with to merge. The code change is small, test-backed, and independent of
which delivery strategy is eventually chosen.

Reasonable outcomes include merging as-is, merging only the analyses and
the lock fix, or disagreeing with the recommendation while keeping the
evidence.

---

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: e9c13dd0-a6e3-4ad2-8ad6-1c3fe6323041
Copilot-Session: d18f87e9-2484-44ce-98ce-463ba6cf5f63
2026-08-10 06:47:50 +02:00
Marc Schier b17007bd55 Stop the encoder tests flooding the VSTest channel with per-test output (#4219)
# Description

The `Core.Encoders` test job of run
[`31249610490`](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/31249610490)
printed nothing for 57 minutes and was killed by the 60-minute job
timeout. Issue #4213 recorded that as "hung at or before the first test"
— that reading was wrong, and the evidence to disprove it was already in
the job's own artifact.

The blame collector *had* written a hang dump and it *was* uploaded,
inside the ordinary `dotnet-results-Core.Encoders-*` artifact (11 MB of
it was the dump), where nobody looked for it. Opening it names the cause
precisely.

## What the dump shows

522 threads (408 background) in a process that finishes in 25 seconds
when healthy. Every test had already run; NUnit was in `OneTimeTearDown`
waiting on its event pump:

- the **event pump thread** is blocked in
`NUnitEventListener.TestFinished` →
`TestRunEventsHandler.HandleLogMessage` →
`LengthPrefixCommunicationChannel.Send` → `Socket.Send`, on a socket
that never drained. That send holds the channel's lock;
- `TestRunCache.SendResults` is blocked on that channel lock, and it
holds the cache lock;
- `TestRunCache`'s **one-second timer** then fired repeatedly into that
held cache lock, and the thread pool injected a fresh worker for each —
**399 threads** parked in `Monitor.Enter_Slowpath` behind a single lock;
- the NUnit run thread sits in `EventPump.Stop()` → `Thread.Join()`, so
the run can never complete.

## What put the socket under that much pressure

Volume of test output. Every encoder case dumps its input, its encoded
payload and its decoded result, the NUnit adapter forwards each captured
line to the runner as an individual message over that socket, and the
suite has 2929 cases. This is not marginal:

| | Before | After |
| --- | --- | --- |
| `Core.Encoders` TRX, green local run | **496 MB** | **4 MB** |
| `Core.Encoders` published CI artifact | **156 MB** | ~3 MB |
| Next-largest test job's artifact, for scale | 15 MB | 15 MB |
| `Client.ComplexTypes` TRX | 74 MB | 40 MB |

So the suite was shipping half a gigabyte of text through a socket, one
message per line, on every run and on every OS — and paying for it in
artifact storage even when nothing went wrong.

## The change

`EncoderCommon` gains a buffered `TestOutput` writer. The dumps are
collected per test and handed to `TestContext.Out` in `TearDown` **only
when the test did not pass** — which is the only time anyone reads them.
Nothing is lost: a failing test still reports its full
input/encoded/decoded dump under *Standard Output Messages*, verified by
injecting a deliberate failure. Explicit opt-ins
(`PrettifyAndValidateJson(..., outputFormatted: true)`) and the static
helpers keep writing immediately.

The same base class is shared by the `Client.ComplexTypes` fixtures, so
those are moved over too rather than left with half-buffered,
half-immediate output.

Two supporting changes:

- **`.github/workflows/buildandtest.yml`** — `timeout-minutes: 30` on
the `Test` step. The blame collector did its job here (dump at +50 min,
once the run went quiet), but the run still had not unwound 7 minutes
later when the *job* timeout cancelled everything, so the step needs a
bound below the job's. `Upload test results` already runs `if:
always()`, so the dump is still published.
- **`docs/DeveloperGuide.md`** — a "Test output" convention under
*Running tests*, so the next data-driven fixture does not re-introduce
this.

## Notes for reviewers

- `[Parallelizable]` on these fixtures is `ParallelScope.Self`, i.e.
fixture-level; tests inside a fixture stay sequential, so the
per-fixture buffer is as safe as the existing per-fixture
`RandomSource`/`DataGenerator` state that is already reset in `SetUp`.
- I separately confirmed that `--blame-hang-timeout` *does* fire on a
hang before the first test (minimal NUnit repro, dump at exactly the
configured timeout), which is what rules out the original "hung during
startup/discovery" theory independently of the dump.
- Local verification was scoped to the two affected suites rather than
the whole solution: `Opc.Ua.Core.Encoders.Tests` 2929/2929 on
**net10.0** *and* **net48**, `Opc.Ua.Client.ComplexTypes.Tests`
2773/2773 on net10.0, all building with 0 warnings. The full `UA.slnx`
run is left to CI.

## Related Issues

- Fixes #4213

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: da92151a-3da2-4caf-a39c-5556e56f0506
2026-08-09 21:49:05 +02:00
Marc Schier 0612a43fe4 Pluggable cryptography and hardware-held private keys (#4192)
Makes the stack's cryptographic operations replaceable - by another library, an offboard service, or hardware (TPM 2.0 / HSM / PKCS#11 token / cloud KMS) - with no performance cost in the default configuration, and extends this to certificates so a private key need never exist in process memory.

Also fixes three pre-existing defects found while validating: STACKGEN001 erroring for every compilation the stack generator was merely loaded into, certificates failing to load from paths past MAX_PATH on Windows, and the MonitoredNode2 tests starving the thread pool.

Fixes #4190
2026-08-09 12:40:26 +02:00
Marc Schier 2b44fcad22 Robot intent: a task-level command API with a Part 10 lifecycle (#4165)
# Description

Implement the draft **OPC UA — Robot Intent** companion model end to
end: task-level motion verbs, a Part 10 lifecycle, a server hosting
surface, a client, two samples and a live integration suite. It replaces
the opt-in convention API merged in #4127 with an implementation
generated from a companion information model.

## Why

OPC 40010-1 *Robotics* describes robot **topology** in detail and
defines **no motion verbs at all** — its entire actuation surface is
`Start`, `Stop` and loading a named program. A conformant client can
discover everything about a robot's construction and cannot ask it to
move anywhere. #4127 filled that gap with ten verbs in an
application-owned namespace, resolved by BrowseName, and the file said
what it was: *"opt-in, explicitly non-normative industrial operation
conventions"*.

That contribution established a **vocabulary**. It established no
**lifecycle**, and the lifecycle is the harder half.

A motion takes seconds; a pick takes a minute. OPC 10000-4 §5.12.2
discards a method result when the Session ends *"independent of the task
actually performed at the Server"* — so a synchronous motion method does
not merely time out, it **loses the outcome of work that has already
physically happened**. OPC 10000-10 §4.1 gives the OPC Foundation's own
resolution: a Method performs a calculation, a **Program** runs a batch
process or a machine tool part program.

So `SubmitIntent` returns as soon as the intent is *admitted*, and what
it returns is a NodeId — an `IntentOperationState` (a Part 10 program
instance) the client subscribes to for progress and reads for the
result.

## What changed

**Model and shared code** — `Opc.Ua.RobotIntent.NodeSet2.xml` is
source-generated in `Opc.Ua.Robotics`, so the enums, the polymorphic
intent structures, `IntentOperationState : ProgramStateMachineState`,
the method states and the typed clients derive from the model rather
than being hand-written. Its only `RequiredModel` is the base UA
namespace, so a server can adopt it without OPC 40010 or DI. `PoseMath`
implements the specification's Annex C conversion between its unit
quaternion and the core `ThreeDFrame` — including the `asin` clamp that
stops a pole orientation becoming a domain error, and the
non-negative-`w` representative that makes two servers agree on four
numbers. `FrameTree` composes transforms along the frame tree.

**Verbs are a DataType hierarchy, not one Method each.** A single
submission and a mission step are then the same shape, and a new intent
is a subtype rather than a new method — which is what
`AddOperation<TRequest,TResponse>` was working around.

**Server** — `IntentControllerHost` owns admission in the
specification's order, the queue with PLCopen buffer modes, blending,
cancellation *with the server's right to refuse*, missions with a
committed base and a revisable horizon plus an IEC 61131-3 step graph,
safety-aware refusals, real-time channel brokerage, and the capability
declaration. All thirteen Methods are wired; command authority and
channel leases are released when the holding Session closes; every
client-supplied NodeId is validated against the controller being
commanded (clause 11.3). `RobotIntentNodeManager`, the fluent
`IIntentControllerBuilder` and `AddRobotIntent`/`ConfigureRobotIntent`
make it reachable, and `RobotIntentFacetCalculator` computes which of
the specification's facets an instance actually satisfies.

**Client** — `RobotIntentClient` discovers
`Server/RobotIntent/Controllers` and reads what a robot accepts;
`IntentOperationHandle` subscribes and completes on a terminal state,
recovering the result after a reconnect because clause 6.7 promises it
survives; `CommandAuthorityLease` and `RealTimeChannelLease` manage the
two exclusive resources; fluent builders cover every intent and mission.

**Samples** — all robotics samples move under `samples/Robotics/`.
`IntentEnabledRobot` is one UR5e-style offset-wrist arm on a bench,
declared completely enough to show what a conformant server publishes,
with a simulated safety source so the clause 10.4 refusals are
demonstrable. `IntentViewerClient` turns a **click on a target prim in
the OpenUSD viewport** into an intent and watches the arm execute it; it
also runs headless, which is how CI exercises it.

**Intents execute serially**, which satisfies every `BlockingMode`
constraint by construction: the specification forbids beginning a
`Single` or `Hard` intent while another executes and merely *permits*
`None` and `Soft` to overlap.

The convention API (`RoboticsOperationConventions`,
`RoboticsOperationsBuilders`, `RoboticsOperationsClient`) is removed.

### On safety — what this deliberately does *not* claim

The interface is **non-safety-rated**, and that is a property of the
technology rather than a scoping choice. OPC 10000-15 carries cyclic
safety data from a SafetyProvider to a SafetyConsumer; the consumer's
`RequestSPDU` holds an identifier, a monitoring number and one octet of
explicitly **non-safety** flags, so a caller has no channel through
which to supply safety-rated arguments. Every safety fieldbus
(PROFIsafe, CIP Safety, FSoE, openSAFETY) expresses a safety command as
a **continuously asserted cyclic signal**, because the integrity
argument rests on the fail-safe state that follows when assertion
*stops* — and a Method call has no defined behaviour when it stops being
called.

What the host does instead is **observe and refuse**:
`UpdateSafetyState` is how the application reports what the safety
system is enforcing, and admission then refuses on the same values a
client can read, so a refusal is explainable from the address space
rather than from Server-internal state. It may never *instruct* the
safety system, and no Method here commands a safe motion function,
changes an operational mode or clears a stop.

## Defects this found in the specification, fixed upstream

Implementing a specification is the only way to find out whether it can
be implemented. Seven defects went back to
[marcschier/opcua-drafts#47](https://github.com/marcschier/opcua-drafts/pull/47)
rather than being worked around here:

- **Refusal was unobservable.** Clause 6.2 orders six distinct refusals
and clause 5.8 calls the failure set "small and diagnosable on purpose"
— but `SubmitIntent` returned only `IntentId` and `Operation`, so a
client could see *that* something was refused and never *which*. It now
returns `Accepted`, `Failure` and `Message`, and clause 6.2 states that
a refusal returns `Good` rather than substituting a Bad `StatusCode`.
- **The Part 10 promotion was illegal.**
`IntentOperationType.ProgramDiagnostic` was declared as a Property of
`PropertyType`; OPC 10000-10 declares it a Variable of
`ProgramDiagnostic2Type` reached by `HasComponent`. The declaration
added a *second* member beside the inherited one instead of promoting it
— which is precisely why an earlier version of this branch had deleted
it. Correcting the TypeDefinition made it generate cleanly with **no
change to the curated Core**.
- **Clause 9 said nothing about the Method surface.** A server could
declare `MissionsSupported` true and omit `SubmitMission` entirely,
because the mission and channel Methods are Optional. This
implementation did exactly that until an integration test caught it. A
fourth honesty rule and a table now fix which Methods each declaration
implies.
- **Conformance was not machine-readable, and two implementations
disagreed.** Clause 12 defined conformance in terms of facets and gave a
Server nowhere to publish which ones it satisfied, so every client had
to re-derive Table 12.2 from the address space. This repository proved
why that fails: the server''s `RobotIntentFacetCalculator` and the
client''s `RobotIntentRules.DeriveFacets` each implemented clause 12.2
independently and **disagreed on essentially every row** — the client''s
`Blending` was `BlendingSupported` alone where the server also requires
all four blending buffer modes, its `QueuedIntents` was `MaxQueueDepth >
0` where the server also requires `Buffered`. A client and server from
the same release answered "does this controller conform?" differently,
and both were reading the specification correctly, because several rows
are behavioural and no amount of browsing settles them.
`IntentCapabilitiesType` now carries **`SupportedFacets`**, exactly as
OPC 10000-5 does with `ServerCapabilitiesType.ServerProfileArray`,
RI-Base requires it, and clause 12.2 separates structural requirements a
Server shall meet before listing a facet from attested ones governed by
clause 9.
- `WaitIntentDataType.Signal` was unbounded where clause 11.3 has to
check it; §11.3 gained a table fixing the expected type of every
NodeId-valued member; §5.7.0 gave `Ready`/`ActiveIntent`/`ActiveMission`
normative meaning; §6.9 bounded `RequestedLease`; §6.5 and §6.4 now say
what a server that cannot differentiate `StopMode` must do, and which
stop a superseded intent gets.

## Bugs the tests and reviews caught

Each of these would have been silent in the field:

- **The execution engine was never wired into the public API.**
`IntentControllerBuilder.RegisterAsync` built the address space and
never started an `IntentControllerHost`, so through the documented
`AddRobotIntent` → `ConfigureRobotIntent` path **every Method returned
`BadNotImplemented`** and the registered `IIntentExecutor` was never
resolved. A browsable address space is not a working robot interface,
and only a live integration test showed the difference.
- **NodeId scoping failed open on an empty index.** A controller
advertising `CallProgramIntentDataType` with no published `ProgramType`
accepted an *arbitrary* NodeId as `CallProgram.Program` — and
`CallProgram` runs code the server holds.
- **Blending completed the predecessor at submission time** and
abandoned its motion, telling the client it succeeded and publishing an
all-zero pose at the origin as a genuine `AchievedPose`.
- **Mission base immutability compared only identifiers**, so a client
could keep the ids and swap the *motion* of an already-committed step.
- **`FinalResultData/Result` was never registered** with the node
manager: Browse showed it, Read returned `BadNodeIdUnknown` — so clause
6.7's promise to a Part 10 client did not hold.
- `DisposeAsync` disposed primitives out from under in-flight executor
code; re-using a terminated `IntentId` destroyed the retained result and
duplicated a NodeId; neither side registered the Robot Intent
encodeables, so `Pose3DDataType` did not decode; host startup was hooked
to a task that ran in only one hosting shape.
- The result was published **after** the state went terminal;
capabilities were resolved against a stale namespace table; an empty
`ContentFilter` arrives as an empty element array rather than a null
filter, so testing only for null made every unconditional mission
transition silently untaken — a mission would run its first step and
stop.

### Found by a later test-quality audit, after the above was written

An audit of the test suite itself found five tests whose **names**
asserted a normative requirement while their **code** asserted something
weaker or nothing at all. The worst **fabricated the answer it
checked**: a helper caught a decode failure and invented "5 supported
intents, 6 axes, all facets true", so six capability-honesty assertions
across four tests could pass while reading nothing from the server. The
fallback is gone and the suite passes with honest reads.

Chasing the facet gaps it reported led to the clause 12 defect above.
Two further defects followed from completing that work:

- **`RI-Interop-40010` was never computed**, and the code documented the
omission as impossible to fix "because the calculator receives only a
Robot Intent controller, not the linked OPC 40010 model". That was
wrong: Annex B's structural requirement is an **inverse**
`HasIntentController` reference, reachable from `IntentControllerState`
— and the integration suite was already browsing exactly that. A server
implementing Annex B could not claim Annex B.
- **The published claim could go stale.** `SupportedFacets` was a
snapshot taken during `RegisterAsync`, so a reference attached
afterwards left it wrong. It is now bound through `BindRead` and
recomputed on read, so the claim tracks the address space by
construction rather than by discipline — which matters for anyone
bolting Robot Intent onto an existing OPC 40010 node manager, where the
attach ordering is often not theirs to choose.

Two tests that **could not fail** were also replaced: one asserted
`AccessLevel` equals `CurrentRead` to pin a read-only marking, but
`BaseVariableState` initialises every variable to exactly that, so
deleting the marking left it green; it is now a write expecting
`BadNotWritable`, including a real OPC UA `Write` service call over a
live session.

Finally, a build break that a plain build hides: `RoboticsAotTests` used
`out string?` in a project declaring `<Nullable>disable</Nullable>`.
Building the project **without** `-f` suppresses `CS8632` through
`NoWarn=nullable` and succeeds; building it **with** `-f net10.0`
resolves `NoWarn` differently, `CS8632` fires, and
`TreatWarningsAsErrors` makes it an error. CI builds per-TFM, so this
would have failed there while passing every local build to that point.

## Testing and coverage

| | |
|---|---|
| `dotnet build UA.slnx -t:Rebuild` | **0 errors, 2 warnings** — both
pre-existing `CA1861` in `tests/Opc.Ua.Tools.Tests`, a file this PR does
not touch |
| **Whole `UA.slnx` test suite, net10.0** | **50 of 52 assemblies fully
green** (measured at `40d9cf213`, before the `master` merge; the other
two are explained below) |
| `Opc.Ua.Robotics.Tests` | **467** net10.0, **447** net48 |
| `Opc.Ua.Robotics.Intent.Tests` (live client <-> server) | **20** on
net10.0 and net48, run repeatedly |
| `Opc.Ua.OpenUsd.Tests` | **904** after merging `master` (664 before;
the rest arrive with #4160 / #4162 / #4180) |
| `Opc.Ua.Aot.Tests` | **121/121** |
| `Opc.Ua.Di.Tests` (regression from the sample move) | **364/365**, one
pre-existing skip |
| **Changed-line coverage** | **90.7 %**, no file below 80 % —
comfortably above the enforced band, which after #4158 applies only to
patches larger than 100 changed lines |

The two non-green assemblies are **not** caused by this branch. Rather
than assert that, I ran the same selections at the merge-base
`ae241b662` on the same machine:

-
`ServiceCallReassemblerTests.PrivateRequestSummaryFormatsKnownRequestKinds`
expects `12.5` and gets `12,5` — a culture-sensitive assertion failing
on a European locale. Fails 4/4 on **both** commits.
-
`CertRotationLiveTests.L2Cert2RotateCertificateDuringServerRestartRecoversSharedChannelAsync`
fails on a teardown count. Fails 4/4 on **both** commits.
- A third failure seen once, AOT `FindServersAsync` with
`BadSecureChannelClosed`, did not reproduce: 4/4 on retest and 121/121
in the final run. Environmental.

Two things are worth calling out because they would otherwise be
invisible:

- `tools/**` is **not** in the `coverage-thresholds.json` ignore list,
and no test project referenced the OpenUSD tools assemblies — so their
changed lines counted as uncovered and the real patch figure was 75 %,
exactly the blocking threshold. Rather than widening the ignore list,
the pure decisions in the viewport host (pointer-to-physical-pixel
conversion, `RenderPickRequest` construction, stale-retry, backend
discovery, pick-mode selection) were separated from the Avalonia/native
shell and tested headless against a fake picking backend.
- `dotnet build UA.slnx` **hides warnings on unchanged projects**; only
`-t:Rebuild` surfaces them. That is how a `CA2263` introduced by a net48
portability fix survived several "zero warning" builds.

The multi-target requirement earned its keep repeatedly: it caught a
default interface implementation, `ArgumentNullException.ThrowIfNull`,
`string.Create` with an interpolated handler,
`ValueTask.FromResult`/`CompletedTask`, `Task.WaitAsync`, generic
`Enum.GetValues` and generic `Enum.IsDefined`, and a non-generic
`TaskCompletionSource` — none of which the net10.0 build complained
about. A net10.0-**only** hang in the simulated executor and two
load-sensitive flaky tests were also found and fixed at the cause.

### Merged with `master`

`master` (through `e73e71184`) is merged in as `08205d81d`. Four
conflicts, all where the two branches touched the same robot and OpenUSD
surfaces, and none resolved by dropping a side:

- #4162 added six files to `samples/MinimalRobotServer/` while this
branch moved that directory to `samples/Robotics/MinimalRobotServer/`.
They are kept at the moved path, and `UA.slnx` takes the union of both
sides' new projects.
- #4160 replaced `object` with a `UsdValue` union and rewrote `Flatten`;
this branch had reformatted the same method and fixed a path in its doc
comment. Git produced a hybrid that did not compile. The resolution
keeps `master`'s `UsdValue` arm and `Flatten(UsdValue)` overload in this
branch's block-bodied form, with the path fix retained.
- `master` inserted `FindStageCamera` directly before two methods this
branch had relocated, so the merge duplicated `WriteStageUsda` and
`GetPrivateStateRoot`. Only `FindStageCamera` is genuinely new —
`master`'s diff shows the other two as unmodified context — so the
duplicates are dropped and this branch's `internal` versions kept,
including the `GetPrivateStateRoot(string?)` overload the connector
tests use to stay out of the real user profile.
- `master` moved the OpenUSD stack to `0.4.0-alpha`; this branch pins
`OpenUsd.Rendering` in the test project so the renderer-pick tests can
reach the picking backend. Left at `0.1.0-alpha` that pin is below what
the viewer now resolves transitively, which is `CS1705`. The pin follows
`master`.

CI was green on `baaf35e9` with **190 checks passing and none failing**,
across every build leg (net472 / net48 / netstandard2.0 / netstandard2.1
/ net8.0 / net9.0 / net10.0, Debug and Release) and the full test matrix
on Windows and Linux. Since then `master` has been merged twice more and
two CI-stability fixes landed (see below), so the current head is
re-running. Locally, `dotnet build UA.slnx -t:Rebuild` gives **0
errors** and the 2 pre-existing `CA1861` warnings; Robotics **467**
net10.0 / **447** net48, Robot Intent **20** on both, OpenUSD **904**,
AOT **121/121**, source generation **3771**.

### Review round

Five reviewers over disjoint areas found defects worth calling out, all
fixed in `3ffec2c1`:

- **A refused mission step was reported `Succeeded`.** The advance path
returned the same `false` for "steps exhausted" and "step refused", so a
protective stop between steps told a supervisory system the mission had
completed while the robot stood halted with work unexecuted.
- **Three attacker-controlled NodeIds reached the executor unvalidated**
— `Pick.Tool`, `Place.Tool`, `ToolChange.DockStation`. `DockStation`
drives a physical tool-exchange motion to a location the server never
authorised. The replacement test enumerates NodeId members by reflection
so the next one added cannot be missed.
- **A lock-order inversion that loses a stop.** `CanCancel` and the
mission condition evaluator ran under the host lock while the executor's
own thread re-entered it via `ReportBlendBegin`.
- **A non-terminal executor outcome killed the pump** from outside the
`try/catch` that exists because the executor is untrusted — `Ready`
stayed true and submissions kept being accepted while nothing moved.
- **`Pause` published `Suspended` while the robot kept moving.** Now
queue-only and honest about it; the specification gained the matching
rule ([opcua-drafts
`357a558`](https://github.com/marcschier/opcua-drafts/pull/47)).
- **`RI-RealTimeChannel` and `RI-Safety` were false claims** — granted
on an empty folder with no methods, and on the mere presence of a
Mandatory node.
- **The Part 10 promotions never promoted.** Namespace-1 BrowseNames
declared second members beside the inherited ones; the conformance test
could not see it because its lookup stripped the prefix. Fixed upstream
and regenerated.
- **Renderer picking never worked.** The reflective probe bound a
renderer that is not a picking backend and throws off its owner thread.
It now binds only `IRenderPickingBackend`, falls back immediately and
loudly, and the docs say plainly that renderer picking is unavailable
with this package version.
- **The client lost command authority the instant it gained it** —
monitored items report the current value first, and the lease treated
every notification as a loss.

### CI stability fixes for master-side failures

The CI split in #4158 turned on legs that had never run, and two of the
failures they exposed were real bugs on `master` rather than anything
this branch introduced. Both are fixed here because they were blocking
every branch:

- **ECC key generation was broken on macOS.** `ExportExplicitParameters`
throws `PlatformNotSupportedException` there — Apple's
SecurityTransforms supports named curves only — and it was called for
exactly one value, the curve order `n`. The four curves OPC 10000-12
admits have published orders, so those are carried directly, with
`CurveOrderTableMatchesThePlatform` checking each against the platform's
own exported order wherever export works, so the constants cannot
silently drift. This accounts for the two ECC failures in
`test-macOS-latest-Server`.
- **The certificate-leak detector raced asynchronous disposal.** It
polled a fixed budget and reported whatever it saw, which cannot
distinguish a genuine leak (count steady) from a suite still draining
fire-and-forget disposals (count falling) — on a loaded agent that
produced `Certificate leak detected: 2 instance(s)` with every test
passing. It now waits for the count to **settle**, so a real leak is
reported sooner than before while a slow drain gets as long as it keeps
progressing. Shared by every suite that asserts no certificate leaks.

The remaining macOS failures on `master` (`Gds`, `Tools`,
`Redundancy.Samples`, `aot-macos`) have different root causes, are not
reproducible without a macOS host, and are **not** addressed here.

### Merged with `master` again

`master` through `416d619c4` (#4158, the CI matrix split and graduated
coverage bands) is merged in as `08ae4528`. One conflict, in
`docs/DeveloperGuide.md`, where both sides had deliberately rewritten
the coverage-gate section:

- `master`'s rewrite is kept in full — graduated `patch.bands`, Codecov
being informational-only, and where the numbers surface per CI system.
- This branch's paragraph about the `ignore` globs is kept too, re-sited
ahead of those subsections. I re-checked it against the merged
`coverage-thresholds.json` rather than assuming it still held: the list
is still `tests/**`, `samples/**`, `obj`, `bin`, `*.g.cs`, with
**`tools/**` absent** — so the warning that anything under `tools/` is
measured like product code, and that an assembly no test project
references contributes changed lines counted as *uncovered*, is still
accurate and worth keeping.
- `master`'s "reproduce a coverage failure locally" line supersedes this
branch's near-identical one, so only `master`'s survives.

Post-merge: `dotnet build UA.slnx -t:Rebuild` **0 errors**, 2
pre-existing `CA1861`; Robotics **467** net10.0 / **447** net48; Robot
Intent **20** on both.

### Getting CI green

The pipeline had never actually run on this branch until now (it was
waiting on the fork-PR approval gate), so the first run surfaced four
real problems, each fixed at source:

- **Seven build legs failed** because `IntentEnabledRobot` pins
`net10.0` for the OpenUSD payload but never opted into
`RestrictForLegacyTfm`. On the legacy legs the libraries build as
net472/net48, where `Opc.Ua.Types` exposes the `System.Threading.Lock`
polyfill publicly, and that collides with the sample's own net10.0 BCL
(`CS0433`). `Opc.Ua.OpenUsd.Connector.Viewer` was already using the
opt-out for the same reason.
- **A Linux-only test failure** turned out to be a real defect, not a
platform quirk: `SetPose` published the *commanded* interpolated pose
beside joint frames derived from the *solved* joints, so the two
disagreed by the inverse-kinematics residual — about 8 mm, constant
after any real motion. That is the lying-digital-twin defect one level
deeper than the per-step IK fix reached. `SetPose` now derives both from
the joint angles.
- **Three source-generator tests** asserted the old emitted shape. The
clause 6.2 Null-Variant fix was implemented in
`ObjectTypeProxyGenerator` so every generated proxy benefits, which
changed that shape; the tests are updated and strengthened to pin the
`IsNull` branch as well.
- **A CI-only timeout** in the simulated arm drain: the executor runs on
a manual clock so the tests do not depend on machine speed, but the
drain guarded itself with a wall-clock deadline, which put that
dependence back. CI runs with coverage instrumentation, which is enough
to take a per-step IK probe from ~0.6 s to over 5 s. The guard is now a
simulated step budget.

One failure was **not** from this PR and did not recur: a Roslyn
`AccessViolationException` compiling `Opc.Ua.ISA95` on one leg, while
the Debug leg of the same target passed on identical code and the
Release build succeeds locally.

## Related Issues

- Relates to #3827 — the request that prompted the robotics intent work.
- Builds on #4127.

The companion specification is drafted in the open at
[marcschier/opcua-drafts#47](https://github.com/marcschier/opcua-drafts/pull/47)
(`metaverse-specs/robot-intent/`), with the prior art and the reasoning
behind each decision in the research document beside it. **Nothing in it
is normative or endorsed by the OPC Foundation, and its NodeIds and
namespace URI are provisional** — which is the main reason this is a
draft.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

On the test checkbox, precisely: the whole `UA.slnx` suite now runs on
net10.0 with **50 of 52 assemblies fully green**, and
`Opc.Ua.Robotics.Tests` passes on **all five** target frameworks
including net472, net8.0 and net9.0 which had never previously been
exercised. The two remaining failures are reproduced identically at the
merge-base and are detailed above, so I have ticked the box; if you
would rather it stayed unticked until those two are green, say so and I
will revert it.

## Points I would most like feedback on

1. **The namespace and NodeIds are provisional.** They come from a draft
specification, not from the OPC Foundation. If this lands before the
model is registered, the identifiers will move.
2. **The model lives in `Opc.Ua.Robotics`.** It is standalone on the
base UA namespace and takes no dependency on OPC 40010, so a separate
`Opc.Ua.RobotIntent` package would arguably be cleaner. Keeping it here
was a deliberate call — this is where the robot-facing API already is —
but it is the easiest thing to change now and the hardest later.
3. **Removing the convention API from #4127 is a breaking change** for
anyone who adopted it. It was explicitly marked non-normative, so I have
assumed that is acceptable — please say if a deprecation period is
wanted instead.
4. **Serial execution** is a deliberate simplification. Concurrent
`None`/`Soft` intents would be an optimisation, not a correction, but it
is worth agreeing that reading.
5. **`samples/Robotics/` reorganisation** moves `MinimalRobotServer`.
Happy to split that into its own commit if it makes review easier.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 1dab1302-19c5-4a9b-a50c-d97d389713aa
Copilot-Session: a248a589-9a20-4372-868e-5d347e57001b
2026-08-08 09:08:40 +02:00
Marc Schier fb80bfdc82 [WotCon] Track WoT Connectivity/Binding 1.1 and add projections (Section 12) (#4182)
Follow-up to #4128, which merged the WoT Connectivity 1.1 work against
**draft2** of the companion specifications. Both drafts have moved
since, and this branch tracks them through to **draft3**, adds the
projection feature they introduced, and closes the gaps a bidirectional
re-audit found.

The specifications are the private
[`OPCF-Members/spec-drafts`](https://github.com/OPCF-Members/spec-drafts)
drafts of *OPC UA — WoT Connectivity 1.1* and *OPC UA — WoT Binding
1.1*. They are still drafts, which is why this is opened as a draft PR —
see [Status](#status) at the bottom.

## What changed in the specifications

Two revisions landed upstream while #4128 was in flight.

**draft2** replaced the `eventGroup` / `actionGroup` grouping constructs
with a single **projection / view** concept, added fifteen Section 6
vocabulary terms, and made two identifier rules normative. **draft3**
([spec PR #8](https://github.com/OPCF-Members/spec-drafts/pull/8))
un-deprecated the incorporated OPC 10100-1 v1.02 surface, restructured
the conformance clause into three profiles, and tightened two security
obligations.

The draft3 NodeSet is **structurally identical** to draft2 — I diffed
all 286 nodes node-by-node. Every change is metadata: 96
`ReleaseStatus="Deprecated"` attributes removed, `PublicationDate`
advanced, and `WOTC-ProjectionMaterialization` claimed by three Type
Nodes that previously implemented it in name only.

## Projections (WoT Binding Section 12)

The substantial addition. A projection document selects affordances from
other Thing Descriptions or Thing Models and resolves to a document of
its own; materialized, it becomes an OPC UA `View` that **creates no
affordance Node** and only `Organizes` what its sources already
materialized.

| Piece | Where |
|---|---|
| Document model and validation | `Opc.Ua.Types/Wot/WotProjection.cs`,
`WotProjectionModel.cs` |
| Four-stage resolution engine |
`Opc.Ua.Types/Wot/WotProjectionResolver.cs` |
| Materialization plan |
`Opc.Ua.WotCon.Server/Materialization/WotViewProjectionPlan.cs`,
`WotProjectionViewBuilder.cs` |
| Live address-space host | `WotProjectionViewNodeManager.cs`,
`LifecycleWotViewProjectionHost.cs`, `IWotViewProjectionHost.cs` |
| Node lookup seam | `IWotMaterializedNodeIndex.cs` |

Groups reached by `ua:Organizes` become organizational Objects rather
than nested Views, only the outermost materialization is a `View`, and a
member whose source is served by another server is omitted and reported
rather than recreated — the federation case the clause calls out.

### How this is validated

The specification publishes twenty worked examples, two of which are a
**golden pair**: a projection document and the resolved view it is
defined to produce. `WotSpecExampleTests` embeds all twenty and runs the
pair through the resolver, asserting against *the specification's own
expected output* rather than against my reading of the prose. That
single document exercises all three selection forms, the bulk naming
rule, the security closure naming and the provenance term.

This is the strongest evidence in the PR, and it is worth more than the
unit tests around it: it is the same check the upstream
`validate_local.py` performs.

## Other spec work

- **Section 6 vocabulary** — fifteen missing model and platform terms
with their validation rules (`WotNodeSetConverter.ModelVocabulary.cs`).
- **Portable identifiers** — the two rules release 1.1 made normative,
with `WotNodeSetConverterOptions.AllowNonPortableIdentifiers` as a
documented downgrade-to-warning switch for documents authored against
v1.00. Defaults to `false`.
- **xRegistry §6.9 identifier construction** (`XRegistryIdentifier.cs`)
— reverse-authority symbolic identifiers; all seven published worked
examples are test cases.

## Gaps found by re-auditing against draft3

I audited in both directions — every normative requirement to code, and
every `uav:` term in code back to a spec that defines it. Three
findings, all fixed:

1. **`Wot-Con 1.02` accepted anything well-formed.** draft3 makes format
validation part of the unit, because *WoT-Con Minimal* is one unit wide
and materialization projects a *valid* document. The 1.02 upload path
only deserialized into the `ThingDescription` POCO, which happily
accepts JSON that is not a WoT document at all — every member of that
type is optional, so `{}` deserialized and was materialized. It now
parses via `WotDocument.Parse` and requires the document to identify
itself by a non-empty `name` or `title`, returning `Bad_DecodingError`
and materializing nothing otherwise. The rule lives in
`ThingDescriptionFormatValidator` and is shared with
`CreateAssetForEndpoint`, whose auto-generated Thing Descriptions §11
also treats as untrusted input.
2. **Two `WoTFile` operations were ungated.** draft3 §11 names `Write`
and `CloseAndUpdate` alongside the five management methods; both reached
the materializer without an access check. `EnforceManagementAccess` is
now wired into `WotAssetFileManager`.
3. **Two invented `uav:` terms.** `uav:NodeSet2Preservation` was
declared and never used — removed. `uav:eventFields` is read by
`OpcUaBindingPlanner` and defined in *neither* spec, while a comment
claimed it came from OPC 10101. It still works for compatibility but is
now documented as a non-standard extension at both sites rather than
misattributed.

The SSRF prohibition is satisfied by construction: there is no HTTP
client anywhere in these assemblies, and all resolution goes through the
injected `IWotThingResolver`.

## Two ambiguities fixed in the specifications themselves

The audit turned up two places where a conforming implementer had to
invent an answer. Rather than pick silently, I took both upstream — they
are pushed to [spec-drafts PR
#8](https://github.com/OPCF-Members/spec-drafts/pull/8) (all checks
green) and are now normative in *Binding* §12.6 and *Connectivity*
§7.13:

- **`ViewVersion`** had one sentence saying only *that* it changes. It
now changes iff the resolved membership changes, is updated at commit
time alongside the `NodeVersion` stamping, and is a deterministic
function of the membership alone in a canonical order — so two servers
that resolved the same membership agree, which a per-server counter
would not across a redundant pair. Explicitly **not monotonic**: compare
for inequality only.
- **"Type-level view"** was used once in §12.2 and defined nowhere,
while every other statement of materialization was universal. §12.6 now
*defines* it rather than contradicting §12.2: the NodeClass is `View` in
both cases.

Both were already what this code did, so neither changed behaviour — but
the order-insensitivity the clause added was **not** covered by any
test, and `ViewVersionIsUnchangedWhenOnlyTheOrderOfTheMembershipChanges`
now holds it. It is mutation-verified: removing the ordinal sort turns
it red.

`docs/WotBindings.md` no longer lists these as points "the specification
leaves open".

## Validation

| Suite | Result |
|---|---|
| `Opc.Ua.Types.Tests` | 8525 ✅ (8518 on net48) |
| `Opc.Ua.WotCon.Tests` | 1057 ✅ (net10.0 and net48) |
| `Opc.Ua.WotCon.Bindings.Tests` | 559 ✅ |
| `Opc.Ua.XRegistry.Tests` | 196 ✅ |
| `Opc.Ua.Server.Tests` | 4027 ✅ |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3771 ✅ |
| `Opc.Ua.WotCon.Samples.Tests` | 9 ✅ |

The full `UA.slnx` builds with **0 errors and 0 warnings attributable to
this PR** on all 6 TFMs (`TreatWarningsAsErrors` is on).
`Opc.Ua.Server.Tests` and the source-generation suites are listed
because this PR now also touches `MasterNodeManager` and the WoT-Con
NodeSet.

## Compatibility

No public API is removed or broken. Everything added is new surface
using `ArrayOf<T>` / `ByteString` per the repo conventions, wired for DI
with a direct-construction fallback, and the one behavioural tightening
(`Wot-Con 1.02` format validation) rejects input that was never valid to
begin with.

One pre-existing issue is **not** addressed here because it came in with
#4128 and is out of scope: `WotAssetFileManager.OnCloseAndUpdate` uses
`.GetAwaiter().GetResult()`, which the repo rules ban. Worth a
follow-up.

## Landed since this PR was opened

- **DI upgraded to 1.05.0.** `ConnectsTo` was declared a subtype of
`HierarchicalReferences`, contradicting OPC 10000-100 §5.5 Table 48.
That is an upstream error in every official DI NodeSet up to 1.04,
corrected by the OPC Foundation in 1.05.0, so the fixture is replaced
with the verbatim 1.05.0 file rather than hand-patched. A guard test
pins the corrected form. This also closed a second gap: six DI types the
WoT model was missing are 1.05 additions.
- **The sample Pump has the type definition OPC 40223 declares for it.**
`Pump1.Identification` carried DI's `FunctionalGroupType` instead of
`PumpIdentificationType`. Every test, the sample documents and the
README agreed with each other about it, which is why it survived.
- **`WotPumpAddressSpaceComparisonTests`** compares this server against
`PumpDeviceIntegrationServer`, which builds the same OPC 40223 Pump from
generated NodeSets and hand-written wiring. An independent oracle rather
than a restatement of the same assumptions - it is what found the defect
above.
- **Error containment in `MaterializeProjectionViewsAsync`.** An
exception mid-loop discarded the applied View handles before they were
published, leaving View Nodes in the address space that nothing could
remove.
- **`HasWoTProjection`** is now created; it was documented and plumbed
but never wired.
- **The default in-memory View host** no longer deletes the View it has
just applied.
- **An undeclared NodeSet alias now says so.** It previously surfaced as
`IdentifierMissing`, naming neither the value nor the fact that an alias
was expected.
- **`ViewVersion` follows the algorithm the specification now states.**
My earlier spec text was rejected on review, correctly: it named neither
the function nor the canonical order it demanded, ignored that OPC
10000-3 §5.4 requires a value greater than zero, and its "when, and only
when" is unsatisfiable for a 32-bit value. §12.6 now specifies the
algorithm outright and this implementation follows it exactly, pinned by
an independently computed test vector. Implementing it surfaced a
further defect in the clause - joining members on U+000A is not
injective, because a NodeId string identifier may itself contain U+000A
- which is fixed in the specification by length-prefixing each member.
- **An auto-generated Thing Description is treated as untrusted input.**
§11 requires it; `CreateAssetForEndpoint` validated the endpoint but
handed whatever the discovery provider returned straight to the
materializer. The `Wot-Con 1.02` format rule now gates both paths from
one place.
- **Document bytes moved out of the registry snapshot** into a
content-addressed store, so a commit no longer rewrites the whole corpus
to edit one document. Writes stage and are promoted during the commit,
which preserves both durability-first ordering and the fail-closed rule
that a blob directory without a manifest means operator recovery.
Restoring streaming digest verification along the way closed a real gap:
content integrity had degenerated to a length comparison.
- **External references now reach a NodeManager registered later.** A
reference to a Node that does not exist yet is dropped rather than
queued, and the dynamic-registration path had no second phase to apply
them in, so registering a NodeSet before the one it points into lost the
forward edge permanently. Review of that change then found a state leak
in its rollback path, fixed with a red-to-green regression test.
- **`WOTC-Legacy` is renamed `Wot-Con 1.02`** in the specification and
here. Editorial: the NodeSet diff is `<Category>` values only.

## Status

Open for review. Two things may still move:

1. **The specifications are unpublished drafts.** Anything here can
change if the working group decides differently. The `ViewVersion`
definition has since been settled - §12.6 specifies the algorithm and
this follows it - but the same could happen to any other clause tracked
here.
2. **`uav:eventFields`** is kept as a documented non-standard extension.
That is a judgement call the WG may want to reverse, either by adopting
the term or removing it.

Two known items are recorded rather than fixed:

- `Pump1` has no hierarchical parent, so it is reachable by NodeId but
not by browsing down from `Objects`. The cross-NodeSet ordering defect
this was originally attributed to is fixed above, and cross-manager
references are now symmetric in both registration orders. The Pump
itself is still blocked on a different cause found while verifying that
fix: with the reference added, `DeviceSet` exists but the Pump has
**zero** inverse references, so the edge is dropped at *import* - before
any external-reference machinery runs. That is a separate defect in the
materialization path, not the one that was fixed, and it is left
recorded rather than guessed at.
- `WotAssetFileManager.OnCloseAndUpdate` uses
`.GetAwaiter().GetResult()`, which the repo rules ban. Pre-existing from
#4128 and out of scope here.

Review of the projection resolver and the materialization host is the
most valuable thing to look at; the vocabulary and identifier commits
are mechanical by comparison.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
2026-08-08 09:08:23 +02:00
Marc Schier ca89ac85a7 Add a Generators companion-spec sample and compose servers at a site level (#4180)
# Description

Adds a **Generators companion-specification sample** alongside the
existing pump sample, and a **`SiteCompositionServer`** that composes
several device servers into one OpenUSD scene at a supervisory level —
demonstrating that servers can be aggregated without mirroring their
address spaces.

Three things, in dependency order:

### 1. `GeneratorServer`

A self-contained server realising the draft Generators spec
(`http://opcfoundation.org/UA/Generators/`) end to end: N simulated
generating sets, DI + Machinery integration, a twelve-state operating
state machine, four protection alarms per set, six control methods, and
a per-set OpenUSD twin.

The organising idea is that **load fraction is the only independent
variable**. Everything else is a function of it:

```
V̇_f(x) = 3.67 + 100·x                fuel rate      [L/h]
η(x)   = P(x) / (V̇_f(x) · ρ · LHV)   efficiency
S = P / PF     I = S / (√3·V_LL)     f = N·p / 120
```

This is not stylistic. When each measurement is an independent
oscillator — as the pump sample's simulation once was — a server happily
publishes a duty point no real machine could occupy, and no test can
catch it because there is nothing for the values to be inconsistent
*with*. Deriving them from one variable means `P = √3·V·I·PF` and `η =
P/(V̇·ρ·LHV)` hold at every tick by construction. The published
`DATASHEET.md`, the engineering ranges, the trip points and the
simulation all read the same constants in `GeneratorDatasheet.cs`, so
the document and the server cannot describe different machines.

The machine is a fictitious **SimGen Systems GenX-500** (400 kW prime /
440 kW standby, 400/230 V, 50 Hz, four-pole). Figures are representative
of a real industrial genset class; no vendor is named anywhere in the
code or docs.

### 2. Cross-server composition in the connector

`RemoteSessionFactory` already existed in the client library but the
connector CLI never set it, so cross-server composition was unreachable.
`--federate` wires it up: the connector opens a session to each server
named by a component binding, discovers its representations and drives
its bindings into the same stage.

It is **opt-in** because the endpoint the connector dials comes from the
server being rendered rather than from the operator, which makes
honouring it a trust decision. Federation is best-effort per component —
a subordinate that is down is logged and skipped, and the rest of the
scene still renders — which is the only `src/` change in this PR.

### 3. `SiteCompositionServer`

Owns no devices. It publishes a site stage plus one cross-server
component binding per subordinate, carrying that server's
`ComponentServerUri` and `ComponentEndpointUrl`. Nothing is mirrored, so
there is no cache to invalidate and no second copy of the truth.

## Notes for reviewers

**Everything interesting in this PR was found by running the servers,
not by reading the code.** Six defects, none of which looked wrong in
review:

- `IsShutdown` and `SubsystemName` are *optional* on
`GeneratorProtectionAlarmType`, so the generated factory does not
materialise them. `CreateOrReplace` alone produces a child that exists,
appears in `GetChildren` and holds the right value — but carries **no
`ReferenceTypeId`**, so no browse can reach it. Every alarm was
publishing its trip without saying whether the trip stops the machine or
which subsystem to go to. `AddXxx(context)` first is what gives the
child its `HasProperty` reference.
- **The protections could never fire.** Every trip point sits outside
the band the datasheet curves produce — that is what a datasheet *means*
— so all four alarms, the shutdown class, `ResetFaults` and the whole
`Fault` branch of the state machine were unreachable while the README
documented them as observable. Overload was worse: the load clamp
ceiling was set to exactly the trip point, making a
strictly-greater-than comparison unsatisfiable. Faults are now
injectable, and the first set — the one the hero camera frames —
develops one on a slow rotation.
- **A shutdown trip removes the condition that caused it**, because oil
pressure and coolant temperature are only supervised while the engine
turns. Each alarm went active for one tick and cleared, leaving an
operator with a stopped machine and no indication of why. Shutdown-class
alarms now latch until the set leaves the shutdown state. Every unit
test that checked the *condition* passed throughout — the defect only
appears when the trip and the supervision interact over time.
- **`Synchronizing` and `Paralleled` were declared, drawn in the README
and never entered.** The first set now energises a dead bus and closes
onto it while every other set synchronises to a live one — both how a
real plant parallels, and what makes the two states observable.
- **The tick raced client method calls.** The simulation tick runs on a
thread-pool thread while method calls arrive on request threads, and
both transition sets and write the same nodes. A tick moving a set to
`Cooldown` and a concurrent `EmergencyStop` could interleave the paired
`CurrentState` / `CurrentState.Id` writes and leave a client with a
state *name* from one transition and a state *node* from the other — the
exact failure the paired write exists to prevent, reintroduced by the
threading model. Both paths now take one gate.
- Low oil pressure supervised from raw speed **tripped every set during
cranking**, because pressure has not built yet. Now gated on
`IsSpinning`, which is what a real start-up bypass does.

Smaller fixes: shutdown trips are applied after the whole evaluation
pass (stopping mid-loop made the remaining conditions read healthy,
collapsing simultaneous trips to whichever came first in the table);
`ResetFaults` reports its clears as events (a client learns of condition
state changes only through events, so a silent clear leaves an
alarm-list client showing it forever); the start counter moved into the
transition so commanded starts are counted; the federated connector
closes the remote session if the connector constructor throws between
taking ownership and registering it; and `prepare_machinery_nodeset.py`
now *asserts* the IA namespace is last before removing it rather than
only claiming so in its docstring — removing any earlier entry would
silently renumber every namespace after it and rebind their NodeIds.

**A model limitation is left visible rather than papered over.**
`GeneratorStateMachineType` declares an emergency stop only out of
`Running`, `Loaded` and `Paralleled`, so the sample refuses
`EmergencyStop` from `Starting` and `Warmup`. A real panel stops from
anywhere. That is the specification's shape, not this sample's choice,
so it is pinned by a test and named in the docs.

**`Model/` vendors a reduced Machinery nodeset**, derived mechanically
by whitelist. The full official nodeset does not survive the model
source generator (`MODELGEN003`) and drags in IA through a single
optional `Stacklight` member a generating set does not have. Deriving it
by script keeps the provenance checkable; the whitelist is the only
thing to edit when more types are needed. **Never hand-edit the
generated output.**

**The federated scene renders end to end.** Getting there surfaced three
more defects, all of which produced a plausible-looking scene with
nothing in it: the generator sample's plant aggregation was created
under an already-registered `DeviceSet` and so was invisible to every
client (it had *never* rendered geometry, standalone or federated); the
connector's asset fetch ran on the primary session only, so composition
referenced layers that were never downloaded; and both generator colour
bindings wrote `primvars:displayColor` to prims that did not declare it,
so the renderer rejected every update while the file still looked
correct. Cross-server components compose under the subordinate's own
root, so the site layer now *places* `/Plant` and `/Powerhouse` rather
than leaving them stacked on the origin.

**`OpenUsdRepresentation` is now mounted with `HasAddIn`, not
`HasComponent`** (review feedback). The nodeset says so explicitly —
*"Mounted with HasAddIn"* — but every server in the tree used plain
`HasComponent`. It survived because `HasAddIn` is a *subtype* of
`HasComponent`: the representation still browses, still aggregates and
still drives a twin, so every functional test passed before the fix and
after it, and only a conformance checker could tell. Seven mount sites
corrected. `PumpDeviceIntegrationServer` and `MinimalRobotServer` had
hand-rolled the mount instead of calling the shared
`CreateRepresentation` helper, which is exactly how they drifted from
it. Both sample E2E suites now assert the reference type across
**every** discovered representation — a narrower check would have missed
the plant-level representation that arrived later from master still
carrying `HasComponent`.

**Live colour is not achievable in the current OpenUSD viewer, and that
is now documented rather than worked around.** Proven with a standalone
probe: `primvars:displayColor` resolves as `color3f[]` from the
`UsdGeomGprim` schema whatever the layer declares, and the `OpenUsd
0.4.0-alpha` managed API has no writer for that type. Bound
`UsdPreviewSurface` materials are not shaded either, so geometry renders
grey unless it also carries an explicit `displayColor` primvar. The
**visibility** bindings carry no such caveat and are what the samples
rely on to show state. Filed upstream as
[openusd-dotnet#2](https://github.com/marcschier/openusd-dotnet/issues/2),
[#3](https://github.com/marcschier/openusd-dotnet/issues/3) and
[#4](https://github.com/marcschier/openusd-dotnet/issues/4), and linked
from `docs/OpenUsd.md` so a reader can check whether they have since
been fixed.

## Related Issues

No tracking issue — this is additive sample and documentation work with
a single small, self-contained change to `src/` (per-component error
isolation and session-ownership hardening in
`OpenUsdConnector.Composition.cs`). Happy to open one if maintainers
would prefer it tracked.

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Testing

The generator fixtures live in `tests/Opc.Ua.OpenUsd.Tests/Generator` —
**82 tests**, no new project. `Opc.Ua.Di.Tests` would have been the
natural home next to the pump fixtures, but both device samples
source-generate their own reduced `Opc.Ua.Machinery` model and expose it
via `InternalsVisibleTo`, so referencing both from one assembly makes
every Machinery type ambiguous (CS0433); `Opc.Ua.OpenUsd.Tests`
references no other sample and already hosts `RobotAssetContractTests`.
The suite runs **870** on net10.0 and net48 (784 existing + 86) and
**788** on net472, where the sample does not exist and only the
framework-independent asset-contract tests run — forgetting exactly that
exclusion broke CI on the sibling pump PR.

The tests target the things in this sample that fail *quietly*:

- **Datasheet conformance** holds the model to its own claim — rated
speed is `120·f/p`, rated current follows from the rating, the fuel
curve reproduces the published table, and `η = P/(V̇·ρ·LHV)` reconciles
at every load. Efficiency is swept across the whole simulated range to
show it stays inside (0,100) and rises monotonically; a fit that goes
negative somewhere in its range is a coincidence that happens to look
right at the duty point, not a model. A further test reads
`DATASHEET.md` and checks the document quotes the figures the server
actually serves.
- **Drift between the two descriptions of the state machine** — the
physics' `IsLegalTransition` and the model's `GeneratorStateMap` — is
checked in *both* directions. A transition the physics permits but the
map lacks moves a machine without telling a client; one the map holds
but the physics refuses is dead weight that looks supported.
- **Reachability at run time**, not just in the declared table — the
test that catches states the model declares and nothing ever enters.
- **That every protection can actually fire**, which is the half of the
alarm contract that "a healthy set annunciates nothing" does not cover.

A **hosted end-to-end fixture** connects a real client and asserts what
the address space actually exposes — the aggregation at
`/Powerhouse/Generators`, its component binding, and every per-set twin.
That is the only kind of test that catches the registration defect
above: the node object had the right browse name, binding and asset
reference, so every test that inspected objects passed while no client
could see it.

**Every state-machine and protection fix was checked by mutation.**
Restoring the clamp ceiling, the direct `Running → Loaded` path, the old
start-counter placement, or removing the alarm opt-in each makes the
corresponding test fail, naming the specific defect. A test that has
never been seen to fail has not been shown to work.

Verified against a running plant: `Synchronizing`, `Paralleled` and
`Fault` all observed on a two-set server, with
`HighCoolantTemperatureAlarm` seen active on the fault subject. Method
behaviour verified separately — per-set distinct `CurrentState` nodes,
`EmergencyStop` → `EmergencyStopped` with `Start` then refused as
`BadInvalidState`, `ResetFaults` → `Off`, `SetOperatingMode(9999)`
refused with the mode unchanged, and the other sets untouched
throughout. Also verified as a three-server federated stage.

0 warnings on a clean Release rebuild of both samples, the client
library, the connector and the tests, across every TFM.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: fe608993-f3c9-4779-a6b9-9a9eabfc24ba
2026-08-07 10:48:02 +02:00
Marc Schier 416d619c41 Split the CI matrix across both systems, split the required test gate from the advisory coverage check, and give background work an owner (#4158)
# Description

Two changes to how CI is routed and how it reports.

## 1. Split the CI matrix back across both systems

Flips both halves of the CI backend switch from `ado` to `actions`, so
the workload is shared instead of concentrated on the managed pool. The
switch is checked into source in **two places that must always be
flipped together**:

| File | Setting | Before | After |
| --- | --- | --- | --- |
| `azure-pipelines.yml` | `parameters.ciBuildBackend` | `ado` |
`actions` |
| `.github/workflows/buildandtest.yml` | `env.CI_BUILD_BACKEND` | `ado`
| `actions` |

| Work | GitHub Actions | Azure Pipelines (managed pool) |
| --- | --- | --- |
| All-TFM solution builds | `build-all-tfm-windows` + `-linux` | two-TFM
PR gate (`net10.0`, `net48`) |
| Test matrix | ubuntu, every test project | Windows `net48` + `net10.0`
fast PR legs |
| Native AoT | ubuntu | Schedule/Manual only |
| macOS | always (no managed-pool macOS image) | — |

## 2. Split the required gate from the advisory coverage check

The coverage gate job was appended to *every* test stage, so `Fast PR
test` emitted three sibling checks whose display names collided —
`Coverage Release (net10.0)` appeared twice, once for the Windows leg
and once for macOS, with nothing to tell them apart:

```text
✓ Coverage Release (net48)      55s
● Coverage Release (net10.0)
○ Coverage Release (net10.0)
```

That job also fused two unrelated concerns: whether the tests passed
(which must block a merge) and whether coverage met its thresholds
(which should not — the `net10.0` leg had `enforceCoverage: true`, so a
coverage dip blocked merges).

Both concerns now get a stage of their own, mirrored in both CI systems:

| Concern | Azure Pipelines | GitHub Actions | In the branch ruleset? |
| --- | --- | --- | --- |
| Every test passed | **`Tests passed`** stage | **`build-and-test
summary`** job | **Yes — required** |
| Coverage meets thresholds | **`Code coverage`** stage | **`code
coverage`** job | **No — advisory** |

The coverage check reports a clean failure when the thresholds are
missed, so the miss is visible, but it never blocks the merge.

Coverage is now merged **once** across every leg of the run instead of
once per leg, which also removes the `enforceCoverage` /
`publishCoverage` "exactly one invocation may set this" parameters.
Neither check re-runs any tests — the previous design re-ran the whole
suite in one job with the collector attached, which serialised a suite
that is deliberately fanned out and always exceeded the stage timeout.

### Coverage checks now exist in GitHub Actions

`build-and-test` already ran with `--collect:"XPlat Code Coverage"` and
uploaded the fragments, but nothing ever merged or evaluated them. It
now runs the same `check-coverage.ps1` against the same
`coverage-thresholds.json` as Azure. Since `CI_BUILD_BACKEND` defaults
to `actions`, that ubuntu matrix — which runs *every* test project — is
the fullest coverage signal in the repository.

### Reporting the numbers

`check-coverage.ps1` gained `-SummaryPath`, rendering a markdown report
that both systems surface:

- **GitHub Actions** — appended to the job summary and upserted as a
single **sticky pull-request comment**, updated in place on each run.
Threshold misses also appear as `::error::` annotations.
- **Azure Pipelines** — attached to the build summary via
`##vso[task.uploadsummary]`.

The report is a pass/fail table of the project floor, patch coverage and
baseline delta, with the uncovered changed lines listed by file in a
collapsible block. Rendered example:

> ## Code coverage
>
> ❌ **Coverage gate failed.** This check is advisory and does not
block the merge.
>
> | Check | Result | Threshold |
> | --- | --- | --- |
> | ✅ Project line rate | **72.10%** (40 731/56 496
lines) | >= 70.00% |
> | ❌ Patch coverage | **0.00%** (0/1 changed lines) | >= 75.00% |

The comment is fork-safe: a `pull_request` from a fork gets a read-only
token regardless of the `permissions:` block, so it degrades to the job
summary alone. The sticky comment uses `actions/github-script` rather
than a community action, keeping this workflow on first-party actions
only.

## Notable correctness details

These were found and fixed during review, and are the parts most worth a
second pair of eyes:

- **`dependencies.<stage>.result` resolves at *stage* scope only.** At
job scope `dependencies` refers to other jobs of the same stage, so
reading stage results from a jobs template would have silently returned
empty and the gate would have passed everything. `gate.yml` and
`coverage.yml` are therefore **stage** templates that derive their own
`dependsOn` from the same stage list they evaluate, so the two can never
drift apart. An unresolved result is a hard error.
- **Both rollups run on `not(canceled())` / `always()`**, not on
success. A check that reports **skipped** is treated by GitHub as
**satisfied**, so a required check that skips when its dependency fails
would wave a red build straight through.
- **`get-matrix.ps1` used to emit an empty matrix on a discovery miss.**
The downstream job is then skipped, a skipped job rolls up as a
*succeeded* stage, and the gate would have approved a run that executed
no tests. It now fails, with an `-AllowEmpty` opt-out.
- **Zero coverage reports used to be a green advisory check**, which
would hide a broken collector indefinitely. Both systems now distinguish
"the tests never ran" (warning) from "the tests ran and published
nothing" (error).
- The gate reads stage-level results rather than enumerating
matrix-generated job names, which change whenever a test project or
agent is added.

## Test-host hang and the reconnect defect behind it — both fixed

Flipping `CI_BUILD_BACKEND` to `actions` started exercising the ubuntu
matrix, which
`master` never runs, and it immediately surfaced two real defects.

**1. The test host hung for ten minutes.** `Assert.ThrowsAsync` blocks
the calling thread
with no timeout, and these tests drive a *fake clock* from that same
thread — so once the
reconnect parked on a fake-clock timer, nothing could ever advance it.
NUnit sat in
`WaitForCompletion` until `--blame-hang-timeout` killed the host,
aborting the run at 3902
of 4238 tests and taking every other test in the assembly down with it.
A hang dump named
the culprit exactly. Replaced with an awaited, bounded
`AssertThrowsAsync` helper (the
repo's own rules forbid sync over async). The run now completes in
**~1m29s** with all
tests executed.

**2. A budget-aware reconnect never returned.** With the hang gone, two
tests failed with
`Expected ServiceResultException but got TimeoutException`. `dumpasync`
on a hang dump gave
the whole chain:

```
ReconnectAsyncWithBudgetShrinksDelayToFitRemainingAsync
  → AssertThrowsAsync
  → ClientChannelManager.ReconnectAsync
  → ClientChannelManager.ReconnectLeaseAsync
  → ClientChannelManager.SwapFaultedEntryAsync   ← parked here
```

`master` (via #4128) added `IsTerminalReconnectRace` so a reconnect that
loses a race
against a concurrent close recovers on a freshly swapped entry. The
predicate only asks
whether the entry ended up `Closed`/`Faulted` with
`BadSecureChannelClosed` — which is
*also* exactly how a reconnect ends when the caller's retry budget or
the reconnect policy
is deliberately exhausted. So a budget-exhausted reconnect was misread
as a race: the
manager swapped the entry and started a **second, unbudgeted** cycle,
waiting out the swap
back-off first. `ReconnectAsync(channel, budget)` therefore could not
return within its
budget, and under a fake clock it never returned at all.

The fix requires the budget to have room left before treating a terminal
failure as a race:

```csharp
return !ct.IsCancellationRequested &&
    !budget.IsExhausted &&
    sre.StatusCode == StatusCodes.BadSecureChannelClosed &&
    entry.State is ChannelState.Closed or ChannelState.Faulted;
```

The parameterless `ReconnectAsync(channel, ct)` overload passes an
unlimited budget, so
genuine race recovery is unchanged. Verified locally: Core 4152, Client
2122 and Sessions
776 tests all pass, and the full GitHub Actions PR run is green across
56 jobs.

Two smaller fixes came along the way, neither weakening an assertion:

- `ObservableFakeTimeProvider` waiters made **relative** ("N more timers
from now") rather
than absolute ("the Nth timer of the run"). Absolute numbering let an
earlier reconnect
consume the slots, so a waiter completed before the awaited timer
existed and `Advance()`
  fired nothing.
- The raw worker thread in `NodeStateHandlerConcurrencyTests` was a
**foreground** thread
whose stop flag was read without a barrier and set only on the success
path — a failed
assertion leaked a spinning thread that pins the process at exit. Now
background,
  `Volatile`, stopped in a `finally`, joined with a bound.
## Background work now has an owner

The reconnect hang above was one symptom of a pattern the codebase had
**26 times** across seven assemblies: a bare `_ = Task.Run(...)`. Each
one handed work to the thread pool and forgot it — nothing observed the
exception if it threw, nothing bounded how many ran at once, and
disposal raced them, so a component could finish tearing itself down
while work it started was still touching its fields. Two of those sites
already carried a standing `// TODO: Await the task completion in
shutdown`.

`BackgroundTaskScope` (in `Opc.Ua.Types`) gives them an owner: schedule
with `Run`, drain with `DisposeAsync`, or signal-only with `Dispose`
where the owner's teardown is synchronous and awaiting would be sync
over async. `Run` never blocks and never throws — which matters, because
most of these call sites went to the thread pool precisely to escape a
lock they were holding. 11 unit tests cover drain, cancellation,
exception observation, the concurrency cap, post-shutdown rejection and
idempotent disposal.

Two of the fixes were more than re-wiring:

- **`SessionManager` / `SubscriptionManager` loops were structurally
unawaitable.** Both return `ValueTask`, so `Task.Factory.StartNew(() =>
...)` handed back a `Task<ValueTask>` that completes at the first yield.
Storing it would not have helped — awaiting it would only have awaited
the *scheduling*. Both now go through `AsTask().Unwrap()`, matching the
neighbouring `StartConditionRefreshWorker`.
- **`ChannelAsyncOperation` was swallowing subscriber exceptions.** Its
`doNotBlock` branch had no try/catch while the inline branch beside it
did. It is per-operation with no owner to hang a drain on, so it gained
the missing handler rather than a scope.

The Kubernetes readiness endpoint keeps a purpose-built semaphore
instead: an unauthenticated endpoint needs a hard cap on concurrent
handlers, not just an owner.

### ⚠️ Breaking: `ISessionManager.Shutdown()` is removed

Replaced by `ShutdownAsync(CancellationToken)`. There is no correct
synchronous way to wait for the session monitor loop, so leaving the
overload would only have preserved the race. This mirrors
`ISubscriptionManager`, which already had `ShutdownAsync`. Migration
notes are in `docs/MigrationGuide.md`; only one in-repo implementer
existed.

Also converted the injected `object partitionLock` shared by
`LogicalSubscription` and `CompositeMonitoredItemCollection` to
`System.Threading.Lock`, per the repo rule.

## Patch coverage now scales with the size of the patch

A flat floor over changed lines punishes small changes for arithmetic:
two uncovered lines in a four-line fix reads as 50 % and failed an 80/5
floor — which is exactly how this branch earned a red coverage check for
a four-line predicate change. A check that fires on changes nobody
considers undertested is one people learn to ignore.

| Coverable changed lines | Floor | Below it |
| --- | --- | --- |
| 1 – 10 | 50 % | warning, still passes |
| 11 – 100 | 60 % | warning, still passes |
| more than 100 | 75 % | **failure** |

Only changes past the last band can fail. Below it the author still gets
a warning naming the uncovered lines. Bands live in `patch.bands` in
`coverage-thresholds.json` and each carries its own `enforced` flag.
Verified end-to-end against synthetic repositories at every boundary.

## Codecov is back, as reporting

Dropped in #4122 when the in-pipeline gate replaced it. Keeping the gate
was right, but dropping Codecov also lost the PR comment, the
file-by-file diff view and the trend. It returns with both statuses
`informational: true` — two gates with two sets of thresholds would
eventually disagree, and `coverage-thresholds.json` stays the single
source of truth.

The upload is switchable and can never fail a build: `enableCodecov`
(Azure) and `ENABLE_CODECOV` (Actions), both defaulting on, both skipped
when `CODECOV_TOKEN` is absent as on fork PRs. Each system uploads the
single merged report it already builds, under its own flag. The old
`codecov.io/bash` uploader was sunset, so Azure uses the current CLI.

## Follow-up actions for maintainers

1. **Update the branch ruleset.** The per-leg `Coverage Release (…)`
checks are gone. Azure reports checks as `<pipeline> (<stage> <job>)`,
so the exact names are:

   | Check | Require? |
   | --- | --- |
| `OPCFoundation.UA-.NETStandard (Tests passed Verify stage results)` |
**yes** |
   | `build-and-test summary` | **yes** (already required) |
| `OPCFoundation.UA-.NETStandard (Code coverage Merge and evaluate)` |
no |
   | `code coverage` | no |
2. **Re-calibrate the thresholds.** `coverage-thresholds.json` is still
seeded from the last Codecov reading (73.61 %). The two systems now
report *different* numbers by design — Actions merges every project on
ubuntu, Azure only the Windows fast-PR legs, and scheduled runs read
higher still because the Debug / .NET 8 / .NET 9 / netstandard stages
also contribute. Re-seed from the GitHub Actions figure.
3. **Note:** a failed advisory coverage stage still turns the whole
Azure run red, which the README build badge reflects on `master`. That
follows from wanting a visible red X on a threshold miss; say the word
if you would rather it were a warning.
4. **The Azure agent pool is the slowest thing here.** Several runs on
this PR sat queued for hours, and one build failed with `Insufficient
system resources` while writing an XML doc file — an agent exhaustion
error, not a code error. It passed on re-run. Worth raising against the
`netstandard` Managed DevOps Pool capacity separately.
## Related Issues

_No tracking issue; this is CI infrastructure work requested directly.
It builds on the switch introduced in #4122._

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- No product code changed, so there are no unit tests to add. The new
logic was verified with purpose-built harnesses instead:
- `check-coverage.ps1` run for real against a merged Cobertura report on
all three paths — pass, threshold failure, and patch coverage with
uncovered changed lines (a scratch commit adding an uncovered method was
correctly resolved to `DataTypeException.cs:193`, reported 0 % patch
coverage and exited 1).
- The gate's accept/reject logic dry-run over `Succeeded` /
`SucceededWithIssues` / `Skipped` / empty / `Failed` / `Canceled` — 6/6
correct.
- `get-matrix.ps1` exit codes verified in clean processes: empty → 1,
normal → 0, `-AllowEmpty` → 0.
- All five pipeline/workflow files parse; both PowerShell scripts parse.
- Action versions checked against the GitHub API and pinned to current
majors.
- [x] I have added all necessary documentation.
- Rewrote the coverage section of `docs/DeveloperGuide.md` as *Required
checks and coverage*, covering which checks belong in the ruleset and
which must not, how coverage is measured, where the numbers appear, and
why the two systems disagree. Corrected the stale "BLOCKS" wording in
`coverage-thresholds.json`.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- CI YAML, two PowerShell scripts and documentation only; no compilation
involved.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- Not applicable — no product code changed. `Opc.Ua.Core.Schema.Tests`
was run repeatedly on net10.0 (119 passed) to generate the real
Cobertura fragments used to validate the gate.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
- Feedback on the path-relevance diff (now a merge-base diff) and the
target-framework numbering in `docs/DeveloperGuide.md` is fixed in
`15b8e38df`.
- A review pass over the gate/coverage split produced the four
correctness fixes listed above, in `863eefc4d`.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 26aa55a2-5731-4a4c-b61c-df2f7a785eca
2026-08-07 06:56:05 +02:00
Marc Schier e73e71184d [WotCon] Add OPC UA WoT Connectivity 1.1 with the Types, source generation, Server and xRegistry work it builds on (#4128)
## Summary

Adds OPC UA WoT Connectivity 1.1 to the stack, together with the Types,
source generation, Server and xRegistry work it is built on. This branch
is the merge point for the fourteen-PR stack that replaced integration
PR #4093; every constituent PR was reviewed and approved separately and
is listed below.

414 files changed, +108,936 / -3,199. Roughly 46k added lines of product
code, 57k of tests, plus samples, tools and documentation.

## Types

- Complete `ExtensionObject` raw-body decoding for binary, XML and JSON
bodies by resolving the concrete type through the message context's
encodeable factory, and simplify the `Variant` structure helpers by
delegating to it (#4128).
- Add `IAtomicFileReplace` as an optional `IFileSystem` capability so
existing external implementations keep working, with atomic publish for
`LocalFileSystem` via `File.Replace`/`File.Move` and for
`VirtualFileSystem` by re-keying the in-memory entry (#4128).
- Add lossless conversion between WoT documents and NodeSet2
(`Opc.Ua.Wot.WotNodeSetConverter`). A byte-exact `uav:nodeSet` envelope
is preserved when requested, the structured `uav:nodes` projection is
used when the readable vocabulary is incomplete, and NodeSet2 is
otherwise synthesized from readable WoT terms. Unmapped JSON members
survive a round trip as pointer-addressed residue (#4131).

## Source generation

- Improve the NodeSet to ModelDesign conversion and the generated node
state (#4132).
- Generate OPC UA models directly from WoT Thing Description files
(#4134).

## Server

- Add live NodeManager shadow and immediate reload. A reload
materializes a new generation beside the active one and switches
atomically; the superseded generation is retired gracefully so existing
MonitoredItems keep being served until they drain, or immediately when
the caller asks for it. Includes the request admission and drain
machinery that lets an orderly shutdown wait for admitted requests
instead of tearing down underneath them (#4147).
- Make subscription transfer between sessions transactional, so a failed
transfer leaves neither session holding a partially moved subscription
(#4150).

## xRegistry

- Allow clients to use explicit registry roots rather than assuming a
well-known location (#4130).

## WoT Connectivity

- Add the WoT Connectivity 1.1 information model: a registry-first
revision layered on the abstract xRegistry base model, incorporating the
complete published OPC 10100-1 v1.02 surface as deprecated nodes in the
same namespace so existing 1.02 clients keep working (#4139).
- Add the protocol binding abstractions and planners that compile WoT
forms into executable plans (#4140).
- Add the HTTP, Modbus, OPC UA and MQTT binding executors (#4144).
- Add the registry and its stores, including document versioning,
validation, dependency resolution and refresh (#4146).
- Add the registry client (#4142).
- Materialize WoT Thing Descriptions into the server address space,
deriving types from Thing Models and instances from Thing Descriptions
(#4154).
- Restore the WoT asset registry bridge so the deprecated 1.02 asset
surface is backed by the registry (#4171).
- Add the WoT Connectivity samples and complete the documentation
(#4156), and restore the remaining coverage and docs (#4172).

## New projects

`src/Opc.Ua.WotCon.Bindings`, `src/Opc.Ua.WotCon.Bindings.Mqtt`,
`tests/Opc.Ua.WotCon.Bindings.Tests`,
`tests/Opc.Ua.WotCon.Samples.Tests`, and the `samples/WotCon`
AggregationServer, AggregationClient and FlatTagServer samples.

## Constituent pull requests

Merged into this branch top-down, each independently approved:

| PR | Title |
| --- | --- |
| #4128 | [Types] Complete ExtensionObject decoding and add an atomic
file replace capability |
| #4131 | [Types] Add lossless conversion between WoT documents and
NodeSet2 |
| #4132 | [SourceGeneration] Improve NodeSet to ModelDesign conversion
and generated node state |
| #4134 | [SourceGeneration] Generate OPC UA models from WoT Thing
Description files |
| #4147 | [Server] Add live NodeManager shadow and immediate reload |
| #4150 | [Server] Make subscription transfer between sessions
transactional |
| #4130 | [XRegistry] Allow clients to use explicit registry roots |
| #4139 | [WotCon] Add the WoT Connectivity 1.1 information model |
| #4140 | [WotCon] Add the WoT protocol binding abstractions and
planners |
| #4144 | [WotCon] Add the HTTP, Modbus, OPC UA and MQTT binding
executors |
| #4146 | [WotCon] Add the WoT Connectivity registry and its stores |
| #4142 | [WotCon] Add the WoT Connectivity registry client |
| #4154 | [WotCon] Materialize WoT Thing Descriptions into the server
address space |
| #4156 | [WotCon] Add the WoT Connectivity samples and complete the
documentation |
| #4171 | Restore WoT asset registry bridge |
| #4172 | Restore WoT coverage and docs |

Supersedes #4093.

## Follow-up

The WoT Connectivity and WoT Binding drafts have moved to 1.1-draft2
since this work was authored. Aligning with that revision - the removed
group vocabulary, the new projection/View construct, the remaining model
vocabulary terms and the two new portable-identity validation rules - is
tracked separately and will follow in its own pull request.

## Validation

Built for every target framework with zero warnings and zero errors, and
validated at the tip of the stack with `Opc.Ua.WotCon.Tests` at 999
passed / 0 failed and `Opc.Ua.Server.Tests` at 4024 passed / 0 failed.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9e6a5abf-3299-4cd1-9855-010fedbf0ad8
2026-08-05 10:14:15 +02:00
Marc Schier a6a5275006 Add a PumpX-2000 datasheet and diagrams to the pump sample (#4138)
# Description

The `PumpDeviceIntegrationServer` sample simulates OPC 40223 pumps but
had no product documentation, a thin nameplate, and a duty point that
was not physically self-consistent. This PR gives the sample an
**official-style product datasheet** for its simulated asset and aligns
the server to it, so the document and the running address space cannot
drift apart.

### New: `samples/PumpDeviceIntegrationServer/DATASHEET.md`

A vendor-style datasheet for the fictitious *SimPump Corp PumpX-2000*
(clearly marked as a simulated device):

- Nameplate table mapped to OPC UA browse paths **and namespaces** (DI /
Machinery / Pumps)
- Best-efficiency duty point, characteristic curves and a performance
table
- Operating limits, motor / materials / dimensions data
- Instrument list (tag → browse path → unit → `EURange`) and a Mermaid
process schematic
- Alarm trip points and the deterministic simulation profile

### Server aligned to the datasheet

- `PumpDatasheet.cs` — the datasheet expressed as compile-time
constants.
- `MaterialiseNameplate` — materialises the 19 optional identification
properties through the generator-emitted `AddXxx(context)` helpers, so
each carries the browse name, namespace and DataType declared by the
model (21 nameplate fields in total per pump).
- `WithIdentification` now assigns the full datasheet nameplate to
**every** simulated unit. Product-level fields are shared; unit-level
fields (`SerialNumber`, `AssetId`, `ComponentName`, `Location`,
`FabricationNumber`) are derived from the pump number, so `--pumps N`
yields a consistent nameplate for each instance.
- **Simulation rebuilt around the datasheet curves.** Volumetric flow is
the only independent variable; differential pressure, mass flow,
efficiency and shaft power are derived from `H(Q) = 32 − 0.0104·Q²`,
`η(Q) = 72·(1 − 0.6·((Q−25)/25)²)` and `P = ρ·g·Q·H/η`, so `P = Δp·Q/η`
holds at every tick. Previously every measurement was an independent
sine and the sample published 5 kW of shaft power for 0.05 kg/s at 2 bar
Δp.
- `EURange` values now come from the datasheet; `OverTempAlarm` reports
the `BearingTemperature` chain (the correct `SourceNode` for an alarm
whose limits are in Kelvin) rather than a boolean; `Cavitation` and
`MotorOverheat` are derived from suction level and bearing temperature
with hysteresis instead of `tick % n`.

### Diagrams

The sample README gains a simulated-device summary, a link to the
datasheet, and three Mermaid diagrams: **address space**, **startup /
hosting sequence**, and **simulation + alarm dataflow**.

### Drift protection

`PumpDatasheetConformanceTests` pins the nameplate, engineering ranges,
trip points, published-value envelope and hydraulic consistency against
the datasheet, and the exact pump node-surface baseline in
`PumpInstanceNodeIdRegressionTests` covers the new identification
properties.

No changes to `src/` — this is sample, test and documentation only.

### Rebased on #4117

master has been merged into this branch. #4117 reshaped the same sample
(loop-based pump creation via `--pumps N`, `Pump_1` / `Pump_2`
BrowseNames with `Pump #n` DisplayNames, historian wiring,
`WireBoolean`, per-pump `Diagnostics` group). Both intents are
preserved:

- the datasheet nameplate is applied through upstream's per-pump
`WithIdentification(builder, pump, pumpNumber)` hook, so it scales to
`--pumps N`;
- `Program.cs` is left exactly as upstream has it — identification is
configured centrally, so the old per-pump block there is gone;
- the datasheet curve values are published through upstream's
status-code / source-timestamp plumbing, and upstream's `WireBoolean`
(TrueState/FalseState text + history) is kept;
- the node-surface baseline is the union of both identification lists;
- `docs/SourceGeneratedNodeManagers.md` was consolidated upstream into
`docs/NodeManagers.md`, so the snippet fixes were ported there.

## Related Issues

_No tracking issue; this is a documentation and sample-quality
improvement to the pump reference sample._

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Verification (post-merge)

- `dotnet build samples/PumpDeviceIntegrationServer` (net10.0): 0
warnings, 0 errors
- `dotnet build tests/Opc.Ua.Di.Tests` (net10.0): 0 warnings, 0 errors
- `dotnet test tests/Opc.Ua.Di.Tests -f net10.0`: **331/331 passed**
(includes upstream's new `PumpAddressSpaceComplianceTests` and
`DiConformanceFacetTests`)
- `dotnet test tests/Opc.Ua.Di.Tests -f net48 --filter Pump`: **44/44
passed**
- Live client read against the merged sample: Δp 214 079 Pa, ṁ 8.654
kg/s, η 69.33 %, P 2 677.4 W — `Δp·(ṁ/ρ)/η` matches the published shaft
power; `Pump_1` reads SN-001 / PMP-1001 / Feed Pump A / Bay 3 and
`Pump_2` reads SN-002 / PMP-1002 / Feed Pump B / Bay 4, exactly as
documented.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: fe608993-f3c9-4779-a6b9-9a9eabfc24ba
2026-08-04 10:37:36 +02:00
Marc Schier 724ae71f8a Make NodeId assignment during a node copy explicit (#4157)
Fixes #4137.

## The problem

`NodeState.Initialize(ISystemContext, NodeState)` copies a node. Every
child it materialises through `CreateChild` gets a per-instance NodeId
from `ISystemContext.NodeIdFactory`, and is then initialised from its
source on the very next statement - which overwrites that NodeId. The
assignment is therefore *always* discarded: it only burns identifiers,
and permanently leaks them for factories that track outstanding
allocations. Booting the Robotics node manager left ten reservations
behind that every later allocation skipped.

#4123 fixed the symptom by hiding the factory for the duration of the
copy, wrapping the context in one that reports `NodeIdFactory` as
`null`. The review objection was fair: a context that lies about one
property is hard to reason about, and it only works because that
property is allowed to be null.

## What this does

States the intent instead of faking the environment. NodeId assignment
is now an argument of the two members that materialise children:

```csharp
public virtual BaseInstanceState? CreateChild(
    ISystemContext context,
    QualifiedName browseName,
    bool assignInstanceNodeIds = true);

protected virtual BaseInstanceState? FindChild(
    ISystemContext context,
    QualifiedName browseName,
    bool createOrReplace,
    BaseInstanceState? replacement,
    bool assignInstanceNodeIds = true);
```

A copy passes `assignInstanceNodeIds: false` and every node type -
generated or hand-written - sees the real context. There is no
capability property, no wrapper, and no second overload to keep in sync.

`MethodState`, `BaseDataVariableState` and the source generator template
each collapse to a single `FindChild` override that threads the argument
into its `CreateOrReplace<Child>` helpers.

## Breaking change

The four argument `FindChild` and the two argument `CreateChild`
virtuals are gone.

- **Call sites are unaffected.** The new parameter defaults to `true`,
so `CreateChild(context, browseName)` and `FindChild(context,
browseName, true, null)` keep compiling and keep the 1.5.378 behaviour.
- **Overrides must add the parameter.** A node manager that overrides
either member gets `CS0115` until it does. The compiler points at every
site; `docs/migrate/2.0.x/node-states.md` shows the before/after.

This is deliberate, per review: the stack ships all base types, and
types generated from a model are regenerated for 2.0 anyway.

## Also fixed

`MethodState.FindChild` returned `OutputArguments` when asked for
`InputArguments` with `createOrReplace: false` - a pre-existing bug in
the method being restructured. Covered by
`FindChildReturnsTheRequestedArgumentsProperty`.

## Validation

- Full `dotnet build UA.slnx`: **0 errors, 0 warnings**.
- `Opc.Ua.Types.Tests`, `Opc.Ua.SourceGeneration.Core.Tests`,
`Opc.Ua.SourceGeneration.Tests`, `Opc.Ua.Di.Tests`,
`Opc.Ua.Robotics.Tests` - all passing.
- Each new regression test was checked to fail without its corresponding
fix.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
Copilot-Session: 8cbb8cd0-f0cb-4ab0-bea2-6202fbf69485
Copilot-Session: f45109d9-59cb-4ffd-a4f7-16e1ea449ae4
2026-08-03 20:36:32 +00:00
Marc Schier 168b3de353 Replace the RequestManager AsyncLocal guard with an explicit operation context (#4163)
# Description

`RequestManager` tracked whether the calling flow was serving a Client
request in a `private readonly AsyncLocal<bool> m_inServiceDispatch`. It
was set by a `StandardServer.ProcessRequestAsync` override and read by
`NodeManagerLifecycle`, so that a lifecycle operation (`AddAsync` /
`ReloadAsync` / `RemoveAsync`) started from inside a request fails fast
with `InvalidOperationException` instead of draining — and therefore
waiting for — its own request.

Two problems with that mechanism, raised in review of #4093:

1. An `AsyncLocal<T>` written inside an `async` method never flows back
to the caller that awaited it, so every scope had to chain to the
previous value by hand and restore it on dispose. Subtle, and easy to
get wrong when a new entry point is added.
2. Ambient state is invisible at the call site, so the lifetime of the
mark could not be reasoned about from the code that depended on it —
especially once work is handed to a background task.

`RequestManager` also had no business carrying ambient state on behalf
of a different subsystem; its job is tracking requests for the drain.

## What changed

The guard is now an **exact identity lookup** against the request
registry `RequestManager` already maintains, and the operation is
threaded **explicitly**:

* **`RequestManager`** — `internal bool
IsExecutingRequest(IOperationContext?)` performs a reference-identity
lookup against `m_requests` under the existing `m_requestsLock`.
`m_inServiceDispatch`, `EnterServiceDispatchScope()`, the nested
`ServiceDispatchScope` class and the flag-based `IsExecutingRequest`
property are gone.
* **`StandardServer`** — the `ProcessRequestAsync` override is removed;
it existed only to open the dispatch scope.
* **`INodeManagerLifecycle`** — every member (`AddAsync` ×2 factory
kinds, `ReloadAsync` ×2, `RemoveAsync`) now takes the caller's
`IOperationContext?` directly, ahead of `CancellationToken ct =
default`. No overloads and no parallel signature are kept: the interface
is new in 2.0 and outside the 1.5.378 compatibility rule, so call sites
state their context explicitly or pass `null`.
* **`HostedNodeManagerLifecycle`** and
**`RuntimeNodeSetLifecycleExtensions`** thread the argument through;
`AddRuntimeNodeSetAsync` / `ReloadRuntimeNodeSetAsync` remain single
methods.
* **`SystemContextOperationExtensions.GetOperationContext(this
ISystemContext)`** (new, `Opc.Ua.Core`) lets a NodeManager or Method
callback hand over the operation it already received without
downcasting. It switches on `SessionSystemContext` and `SystemContext`,
the two independent roots every context derives from. No new interface
is introduced: casting the context to `IOperationContext` would not do,
because a context implements that by delegating to the operation it was
created for, so the cast yields the context rather than the operation.
* **`NodeManagerLifecycle.EnsureNotRequestCallback`** no longer consults
`ServerState`. The previous `CurrentState == Running` predicate could
let a genuinely re-entrant call slip past while the server was shutting
down; the request registry answers exactly in every state.

A NodeManager or Method callback now reads:

```csharp
await m_lifecycle.ReloadAsync(m_registration, replacement, context.GetOperationContext(), ct);
```

and a control-plane caller (hosted service, DI consumer) passes `null`.

## Behaviour

Unchanged for the case the guard exists to catch: a lifecycle call made
on behalf of an executing request is still rejected up front with the
same `InvalidOperationException` and the same message.

Two deliberate differences:

* **Improvement** — an internal `OperationContext` that was never
enrolled as a Client request is now correctly allowed through. The
boolean flag could not distinguish it from a real request.
* **Accepted trade-off** — a caller inside a request that passes no
operation is no longer detected at entry and falls back to the
pre-existing bounded `RequestManager.RequestDrainTimeout`, which already
covered any request that bypassed the service pipeline. Automatic
detection for an uncooperative caller inherently requires ambient state,
which is exactly what this change removes. Documented in
`docs/NodeManagers.md`.

## Alternatives considered and rejected

| Alternative | Why rejected |
| --- | --- |
| Delete the guard, rely only on `RequestDrainTimeout` | Turns a clear
immediate error into a multi-minute hang. |
| Infer the caller from the `CancellationToken` it passes | Works only
for the exact request token, breaks on linked tokens; ambient magic of a
different kind. |
| In-flight callback counter on `MasterNodeManager` | False positives:
rejects legitimate control-plane calls whenever any request is
concurrently dispatching. |
| Defer the drain to a background task so re-entrancy cannot deadlock |
The drains are woven into transactional commit / rollback and binding
reconciliation; deferring them breaks the transactional guarantees. |
| `Activity.Current` / `ThreadLocal` | The same ambient magic the issue
asks to remove. |

## Testing

* `RequestManagerTests` — the three `EnterServiceDispatchScope` tests
are replaced by coverage for `IsExecutingRequest(context)`: null,
never-registered, only-while-scope-open, visible across an `await` and a
background `Task.Run`, and two concurrently executing requests not
confusing each other.
* `NodeManagerLifecycleTests` — rejection from an executing request for
Add / Reload / Remove without invoking the factory, acceptance for a
context that is not an executing request, acceptance once the request
has completed, and the full callback shape
(`ServerSystemContext.Copy(operation)` → `GetOperationContext()` →
rejected).
* `HostedNodeManagerLifecycleTests` — forwarding tests for the
caller-context argument on all five members.
*
`tests/Opc.Ua.Core.Tests/Stack/State/SystemContextOperationExtensionsTests.cs`
(new) — `GetOperationContext` across both context roots and the
null-argument guard.

## Related Issues

- Fixes #4149

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 14402d11-e540-4faa-a5cd-94881bd7ce85
2026-08-03 20:31:51 +00:00
Marc Schier ae241b6625 Robotics: the OPC 40010 companion SDK, its client and the robot sample (#4127)
**Stack 5/5** — base #4126. Part of the #4096 split; see #4096 for the
overall picture. Closes the API work for #3827.

> Review after #4123, #4124, #4125 and #4126. This branch is
content-identical to the original #4096 branch, so merging the stack
lands exactly what #4096 contained.

## The problem this solves

OPC 40010 1.02 defines a rich robot **topology** but **no motion verbs
at all** — its actuation surface is the SystemOperation and TaskControl
state machines plus a Controller `Programs` directory. Meanwhile
[URML](https://github.com/URML-MARS/URML) names OPC UA Robotics as its
canonical non-ROS substrate and asks for `MoveTo` / `Grasp` / `Release`
methods the companion spec does not define, so today it needs a
hand-maintained per-deployment NodeId mapping file.

This closes that gap in two clearly separated tiers, and never presents
the second as standard.

## Contents

**Server** — stock `RoboticsNodeManager`, ordered
`IRoboticsModelProvider` composition, `IRoboticsConfigurator`
code-behind, and validated fluent topology builders for systems,
controllers, motion devices, axes, power trains, motors, gears, drives,
safety states, software, task controls and task modules, with the
correct OPC 40010 semantic references.

**Standard operations** — `AddSystemOperation` and
`AddTaskControlOperation` drive the Part 16 state machines. An illegal
cause is rejected with `BadInvalidState` before the handler runs; a
handler returning a bad `ServiceResult` does not move the machine; and a
transition already in flight rejects a concurrent one rather than
letting both commit.

**Programs** — binds the optional `FileDirectoryType` through the
reusable `IFileDirectoryBinder` added in 1/5.

**Operation conventions** — opt-in and explicitly non-normative `MoveTo`
/ `MoveJ` / `MoveL` / `Grasp` / `Release` / `PickFrom` / `PlaceAt` /
`SwapTool` / `SetOutput` / `CallProgram`, created **only** in an
application-owned namespace — the OPC UA, DI, IA and Robotics namespaces
are rejected — plus a generic `AddOperation<TRequest, TResponse>`
extension point.

**Client** — `RoboticsClient` extends the DI client, is subtype aware
throughout, and provides typed topology snapshots, the standard
operation and task-control clients, `ProgramsAsync`, streaming
observation and a DI factory. Verbs resolve by BrowseName, so no NodeId
mapping file is needed.

**Sample** — `MinimalRobotServer` composes five models (Robotics, IA,
DI, OpenUSD, RSL/GPOS) purely through `IRoboticsModelProvider`
contributions, which is the real proof that the stock hosting is
sufficient. It follows the published KUKA KR 16-2 kinematics and axis
limits with an eased pick-and-place cycle.

Also restores the vendor-subtype scanner test held back from 2/5, which
uses the Robotics NodeSet as its fixture.

## Defects found and fixed along the way

- **`ControllerType.CurrentUser`** is Mandatory in OPC 40010 but was
neither built nor validated. Now has a builder and a validation error.
- **`MotionDeviceType.TaskControlReference`** was absent because it must
target a `TaskControlOperationType` instance that did not exist. Now
wired.

## Validation

`dotnet build UA.slnx` — 0 errors, 0 warnings.

| Suite | Result |
| --- | --- |
| Opc.Ua.Robotics.Tests | 103 / 0 |
| Opc.Ua.OpenUsd.Tests | 635 / 0 |
| Opc.Ua.Di.Tests | 342 / 0 |
| Opc.Ua.SourceGeneration.Tests | 94 / 0 |
| Opc.Ua.Aot.Tests (NativeAOT) | 120 / 0 |

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 8cbb8cd0-f0cb-4ab0-bea2-6202fbf69485
2026-08-01 07:55:58 +02:00
Marc Schier fb160a8f39 OpenUSD: the OPC UA to OpenUSD binding, scene materialization and connector (#4126)
**Stack 4/5** — base #4125. Part of the #4096 split; see #4096 for the
overall picture.

> Review after #4123, #4124 and #4125.

## What this is

The generic OPC UA to OpenUSD binding, scene materialization, and the
connector that drives a live stage from a running server.

## Contents

**Binding (Part 1)** — `Opc.Ua.OpenUsd` and `Opc.Ua.OpenUsd.Server`. A
server describes how its Variables drive USD prims, and serves the USD
layers it refers to as Part 5 files with a content digest.

**Scene materialization (Part 2)** — `Opc.Ua.OpenUsdScene` and
`Opc.Ua.OpenUsdScene.Server`, including the USDA writer.
- **Escaping fix**: string values, composition-arc references, variant
set names and selections, `doc` and prim names were all emitted
unescaped, so a value carrying a quote or a newline could author its own
layer syntax. Every emit site now goes through the escapers. The tests
assert the right property — not that the payload is absent (it
legitimately survives inside the escaped literal) but that no payload
becomes its own line of layer syntax.

**Client** — `Opc.Ua.OpenUsd.Client` streams live values into an
`IUsdSink`. `CompositeUsdSink` fans out to several sinks; the file sink
interpolates between server samples so motion is continuous rather than
stepped at the publishing interval.

**Connector** — `tools/Opc.Ua.OpenUsd.Connector` composes a stage from a
live server. The optional in-process viewport lives in a separate
assembly probed at run time, so the connector still runs — and says why
— when it is absent.
- **Fix**: the asset cache and PKI root moved off the shared temp
directory to `LocalApplicationData`.

**Sample** — `PumpDeviceIntegrationServer` gains an OpenUSD
representation of the pump.

## Notes for the reviewer

- The viewport assembly is net10.0-only. It is what exercises the
`Directory.Build.targets` change from 1/5: without it, the `net8.0` leg
of the per-TFM CI build fails with `CS0433` because the
`System.Threading.Lock` polyfill collides with the real type.
- `UsdAssetDelivery` hashes through `SHA256.Create` rather than the
static `HashData`, which does not exist on the net472/net48 targets this
test project also builds for.

## Validation

`dotnet build UA.slnx` — 0 errors, 0 warnings.

| Suite | Result |
| --- | --- |
| Opc.Ua.OpenUsd.Tests | 621 / 0 |
| Opc.Ua.Di.Tests | 321 / 0 |

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 8cbb8cd0-f0cb-4ab0-bea2-6202fbf69485
2026-08-01 07:55:58 +02:00
Marc Schier c48c8b93dd Positioning: OPC 10000-210 RSL and 10000-211 GPOS on one geolocation provider (#4125)
**Stack 3/5** — base #4124. Part of the #4096 split; see #4096 for the
overall picture.

> Review after #4123 and #4124.

## What this is

The OPC 10000-210 Relative Spatial Location and OPC 10000-211 Global
Positioning companion models, with their server and client libraries,
plus the ISA-95 migration onto the shared geolocation seam.

## Why it is one change

A deployment writes **one** provider implementation and both OPC
10000-211 and OPC 10030 are served from it. The specifications disagree
on representation, not on content:

- GPOS publishes the structured `GlobalLocationDataType` and validates
the EPSG code against the configured CRS.
- ISA-95 publishes the same sample as the `String` array that OPC 10030
§8.3.2.2 requires.

Splitting them would mean two provider interfaces for one physical
sensor, which is exactly what this avoids. The seam itself lives in
`Opc.Ua.Server` and landed in 1/5.

## Contents

- `Opc.Ua.Positioning`, `.Server` and `.Client`.
- `Opc.Ua.ISA95.Server` moves onto `IGeoLocationProvider`; the three
ISA-95-specific provider files are removed because the shared seam and
its in-memory implementation replace them.
- **Fixes a conformance gap**: the ISA-95 binder wrote a scalar where
the type declares `ValueRank` OneOrMoreDimensions. It now writes
`String[]`.
- **Fixes a liveness bug**: a provider that cannot push is polled at the
Variable's `MinimumSamplingInterval` rather than installed once, so a
non-pushing provider no longer serves its start-up sample with `Good`
status forever.
- `samples/MinimalIsa95Server`.

## Validation

`dotnet build UA.slnx` — 0 errors.

| Suite | Result |
| --- | --- |
| Opc.Ua.Positioning.Tests | 69 / 0 |
| Opc.Ua.ISA95.Tests | 136 / 0 |
| Opc.Ua.Di.Tests | 304 / 0 |

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 8cbb8cd0-f0cb-4ab0-bea2-6202fbf69485
2026-08-01 07:55:58 +02:00
Marc Schier ea0f266b66 Move build and test to the Azure DevOps managed pool and replace Codecov with an in-pipeline coverage gate (#4122)
# Description

Moves the all-target-framework build, the cross-platform test matrix and
the Native AoT run from GitHub Actions onto the Azure DevOps
`netstandard` Managed DevOps Pool, and replaces Codecov with a coverage
gate that runs inside the pipeline.

## 1. CI backend switch

One conceptual switch decides who owns that work. It is checked into
source in **two places that must be flipped together**:

| File | Setting | Default |
| --- | --- | --- |
| `azure-pipelines.yml` | `parameters.ciBuildBackend` | `ado` |
| `.github/workflows/buildandtest.yml` | `env.CI_BUILD_BACKEND` | `ado`
|

Setting both to `actions` restores the previous behaviour exactly.

Azure Pipelines gains what it was missing to take the work over:

- A **Linux all-TFM `sln.yml` leg**, replacing `build-all-tfm-linux`.
`sln.yml` gets a `configurations` parameter so this leg builds `Release`
only instead of doubling the managed-pool job count.
- A **Linux agent in the `net10.0` `testfastpr` matrix**, replacing the
ubuntu `build-and-test` job.
- **Native AoT and Code Coverage now gate pull requests** instead of
running only on Schedule/Manual. The coverage stage drops its
`testdebug` dependency, which is Schedule/Manual-only and would
otherwise have skipped coverage on every PR.
- On a PR, Windows builds the .NET Framework TFMs and Linux the modern
ones — mirroring the split the GitHub Actions jobs used — so all seven
TFMs stay covered without fanning every TFM across both pools.

Two things are deliberately **not** covered by the switch:

- **macOS** stays on GitHub-hosted runners, because Managed DevOps Pools
provide no macOS image.
- **`master378` and `develop/*`** keep running the GitHub Actions jobs,
since Azure Pipelines only builds `master`/`main` from this file.

GitHub Actions does not expose the `env` context to job-level `if:`
conditions, so the switch is resolved once in the existing `discover`
job and re-exported as job outputs.

A new **`build-and-test summary`** job gives branch protection one
stable check to require, instead of the generated matrix job names. It
treats an intentionally skipped job as success but still fails on a real
failure or cancellation.

The `paths:` allow-list was moved off the `pull_request` trigger and
into `discover`. A workflow filtered out by `paths` never reports its
checks, and a required check that never reports leaves a PR permanently
*"Expected — waiting for status to be reported"*. That would have made
the routine "ratchet the coverage floor" PR (which touches only
`coverage-thresholds.json` and docs) unmergeable.

## 2. Coverage gate replacing Codecov

Codecov is removed entirely — `codecov.yml`, both uploads, the badge,
and the token usage. `.azurepipelines/check-coverage.ps1` runs at the
end of the `Code Coverage` stage against the Cobertura report
ReportGenerator already merges, driven by `coverage-thresholds.json`:

| Check | Behaviour |
| --- | --- |
| Project floor | **Blocking** — total line and branch rates against an
absolute floor. |
| Patch coverage | **Blocking on PRs** — changed lines must reach
`patch.target`, tolerating `patch.threshold` percentage points (the same
semantics `codecov/patch` had). |
| Baseline delta | **Advisory** — reports the change against the
recorded baseline, never fails. |

The project rate is recomputed from the per-line data rather than read
off the Cobertura root element, so the `ignore` globs carried over from
`codecov.yml` apply to the project floor as well as to the changed-lines
gate — otherwise samples and generated code would count towards one gate
but not the other.

`testcc.yml` gains an explicit `checkout: self` with `fetchDepth: 0`,
because the default shallow clone cannot diff against the base branch.

## Follow-up actions for maintainers

Two items cannot be automated from source:

1. **Enable the `/azp run` gate.** In the Azure DevOps portal: pipeline
→ **More actions** → **Triggers** → **Pull request validation** →
**Require a team member's comment before building a pull request**,
scoped to *Only on pull requests from non-team members*. This makes
Copilot-authored and outside-contributor PRs wait for a maintainer's
`/azp run`, mirroring the approval GitHub Actions already requires. The
documentation added here describes the workflow and the
private-org-membership gotcha; **the setting itself still has to be
switched on.**
2. **Update branch protection and secrets.** Drop the `codecov/project`
and `codecov/patch` required checks, require `build-and-test summary`
and the ADO coverage check instead, and remove `CODECOV_TOKEN` from the
GitHub repository secrets and the ADO variable group.

Also note the thresholds in `coverage-thresholds.json` are seeded from
the last Codecov reading (73.61 %) with headroom, because the
in-pipeline number had not been observed yet. The first full `Code
Coverage` run on master should confirm it and the floors should be
tightened then — the gate prints the exact figure it computes.

## Related Issues

_No tracking issue; this is CI infrastructure work requested directly._

## Checklist

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- No product code changed, so there are no unit tests to add. The new
logic was verified with purpose-built harnesses instead:
- All 8 branch/event/backend combinations of the `discover` switch,
confirming `master378` and `develop/*` are untouched and that `actions`
restores the old behaviour.
- 12 scenarios for `check-coverage.ps1`: the project floor, the patch
gate, ignore globs applying to *both* gates, three path-normalization
shapes, and the advisory delta.
- 14 path-relevance cases confirming the in-job filter matches the
retired `paths:` allow-list exactly.
- End-to-end against a **real** ReportGenerator report: correctly
resolved `src/Opc.Ua.PubSub/DependencyInjection/PubSubBuilder.cs`, found
exactly the four modified tracked lines and reported 50 % patch coverage
(2 covered, 2 uncovered).
- [x] I have added all necessary documentation.
- New **Continuous integration** section in `docs/DeveloperGuide.md`, a
CI note in `CONTRIBUTING.md`, and links from `docs/README.md`. Also
corrected the CI matrix description, which claimed the PR gate ran net48
+ **net8.0** — it runs net48 + **net10.0**.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- `dotnet build src/Opc.Ua.Server` → 0 warnings, 0 errors. No product
code changed.
- [ ] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- Not applicable — no product code changed. `Opc.Ua.Server.Tests` was
run on net10.0 during development (3480 passed; the single
`ServerFluentApiHostingTests` failure is pre-existing and reproduces on
master).
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
- A review pass over this branch flagged the `paths:`-filter deadlock
described above; it is fixed in `1926e240e`.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 181ba7ea-c72f-42d7-a737-00a3faadaa17
Copilot-Session: 26aa55a2-5731-4a4c-b61c-df2f7a785eca
2026-07-31 21:06:25 +00:00
Marc Schier 76d33cb139 Remove SourceGenerator.Foundations, ship analyzers under Roslyn-versioned folders for VS2022 and VS2026, and validate the packages (#4120)
# Description

The two OPC UA source generators were built on
`SourceGenerator.Foundations` (SGF), whose only job was getting the
generator's dependency closure loaded inside the compiler. It does so
with a **process-wide, first-generator-wins `AppDomain.AssemblyResolve`
hook backed by a non-concurrent `Dictionary` mutated from `AssemblyLoad`
callbacks**. Concurrent compilations in a shared `VBCSCompiler` race it,
which is the root cause of the intermittent clean-build failure:

```
CSC : error CS8784: Generator 'StackSourceGeneratorHoist' failed to initialize. ...
Exception was of type 'FileNotFoundException' with message 'Could not load file or assembly
'SourceGenerator.Foundations.Contracts, Version=2.0.14.0, ...'
```

The repository already solves that problem deterministically — #4041
made the NuGet packages ship the full closure under
`analyzers/dotnet/.../cs`, and `Directory.Build.targets` registers the
same closure as `Analyzer` items for in-repo `ProjectReference`
consumers. SGF was therefore pure liability and is removed.

## What changed

**1. SourceGenerator.Foundations removed.** `ModelSourceGenerator` and
`StackSourceGenerator` are plain `[Generator(LanguageNames.CSharp)]
IIncrementalGenerator` implementations again. SGF's implicit crash
handling is replaced by an explicit `SourceGenerator.Guard` that reports
`MODELGEN003` / `STACKGEN003` and rethrows cancellation. Its logger sink
was already dead code and is dropped.
`Opc.Ua.SourceGeneration.Stack.dll` shrank from **18 MB** (embedded
closure) to **29 KB**.

**2. Analyzers now ship under Roslyn-versioned folders.**
`analyzers/dotnet/roslyn4.14/cs` and `analyzers/dotnet/roslyn5.0/cs`
instead of `analyzers/dotnet/cs`, driven by `roslyn.props` at the
repository root, with new `*.Pack` projects owning the package identity.
The versioned folder matters: a host older than the band **skips** the
analyzer instead of loading it and failing inside generator
initialization.

**3. Dependencies flow automatically.** Both delivery paths discover the
payload by globbing the generator's output directory, so adding a
package to a generator's dependency tree requires **no** `.csproj`,
`.targets`, `.nuspec` or validation-script edit. Verified by temporarily
adding a `PackageReference` and watching it appear in the payload with
no other file touched.

## Two Roslyn bands: VS2022 and VS2026

Analyzers ship twice, once per band. The .NET SDK loads the highest band
its compiler supports and **silently skips** anything above it, so a
single-band package leaves every consumer below that band with no
diagnostics and no generated code.

| Band | Built against | Loaded by |
| --- | --- | --- |
| `roslyn4.14` | `Microsoft.CodeAnalysis.CSharp 4.14.0` | Visual Studio
2022 17.14+ / .NET 9 SDK |
| `roslyn5.0` | `Microsoft.CodeAnalysis.CSharp 5.0.0` | Visual Studio
2026 18.0+ / .NET 10 SDK |

Getting this wrong is invisible, which is most of why it took three
attempts. The rule:

> An analyzer must reference the **lowest**
`System.Collections.Immutable` / `System.Reflection.Metadata` across all
hosts it claims to support, and must never ship them. .NET binds a
reference *upward* but never downward.

Every failure mode is a compiler **warning**:

| Diagnostic | Cause |
| --- | --- |
| `CS9057` | Built against a newer Roslyn than the host, so it is
skipped entirely |
| `CS8784` | Loaded, then `MissingMethodException` - a shipped S.C.I
bound a second `ImmutableArray<T>` |
| `CS8032` | Analyzer instance could not be created |

This PR first shipped a `roslyn4.8` band that **never loaded** -
confirmed against a real Roslyn 4.8 compiler:

```
warning CS8784: Generator 'ModelSourceGenerator' failed to initialize ...
MissingMethodException: Method not found:
'IncrementalValueProvider`1<ImmutableArray`1<!!0>>
 IncrementalValueProviderExtensions.Collect(IncrementalValuesProvider`1<!!0>)'
```

That band was removed, and **this is not a regression**: master had the
same defect, pinned to Roslyn 4.14 while referencing
`System.Collections.Immutable 10.0.0.0`, so no 4.x host ever worked
there either.

The band that landed instead is `4.14`, and it is nearly free:
`Microsoft.CodeAnalysis 4.14` depends on the **same S.C.I 9.0.0 as
5.0.0** and its `csc` runs on `net9.0`. Both bands therefore share
`$(RoslynRuntimeVersion)`, so `Opc.Ua.Types` and
`Opc.Ua.SourceGeneration.Core` are compiled **once** and serve both;
only the five Roslyn-referencing assemblies get a second build, each
from a 12-line project that glob-links the primary sources and overrides
`RoslynApiVersion`. Going lower still - 4.8 wants S.C.I 7.x - would mean
rebuilding that whole closure, `Opc.Ua.Types` included, and remains out
of scope. (`System.Collections.Immutable 7.0.0` also does not resolve in
this repository: `NU1603`, 8.0.0 substituted.)

**Nothing else in the repository exercises the down-level payload**, and
since every failure is a warning, a broken band would ship silently -
exactly as the 4.8 one did. So `validate-source-generator-packages.ps1`
now restores a real `Microsoft.Net.Compilers.Toolset 4.14.0`, runs its
`csc.dll` over the packed `roslyn4.14` payload, and asserts **both**
that none of `CS9057`/`CS8784`/`CS8032`/`CS8034` is emitted **and** that
`/reportanalyzer` lists the generator as having executed - silence alone
would also pass if the generator were never handed to the compiler. The
migration analyzer, whose payload comes from a hand-written nuspec
rather than `SourceGeneratorPack.targets`, gets the same check plus a
band/assembly manifest assertion.

To stop the trap recurring, `Microsoft.CodeAnalysis*`,
`System.Collections.Immutable` and `System.Reflection.Metadata` are
excluded from both the package payload and the in-repo analyzer closure,
and asserted against in the validation script. `roslyn.props` and
`docs/DeveloperGuide.md` document what adding a band requires.
## The shipped package set is unchanged

Evaluating `PackageId`/`IsPackable` across every project in
`preview-pack.slnx` gives the **same 47 package ids** on `master` and on
this branch, and a full Release build plus `dotnet pack --no-build`
produces exactly those 47. Only the owning project changed:

| Package | master | this PR |
| --- | --- | --- |
| `…Opc.Ua.SourceGeneration` | `Opc.Ua.SourceGeneration.csproj` |
`Opc.Ua.SourceGeneration.Pack.csproj` |
| `…Opc.Ua.SourceGeneration.Stack` |
`Opc.Ua.SourceGeneration.Stack.csproj` |
`Opc.Ua.SourceGeneration.Stack.Pack.csproj` |

`.azurepipelines/expected-packages.txt` pins the expected set and the
validation script fails when the packed output drifts.

## Two new package checks

**`build/<PackageId>.props` naming.** NuGet only auto-imports that exact
name, and the file declares every `CompilerVisibleProperty` /
`CompilerVisibleItemMetadata` the model generator relies on. It was
previously packed as
`build/OPCFoundation.Opc.Ua.SourceGeneration.props`, which does **not**
match the package id — so **no NuGet consumer ever imported it**, and
every `ModelSourceGenerator*` property and `AdditionalFiles` metadata
was silently invisible. In-repo projects were unaffected because they
import it by relative path.

**An end-to-end consumer that actually drives the generator.** The
pre-existing clean-consumer check only proved the analyzer *loads*.
`Test-SourceGeneratingConsumer` builds a standalone project that feeds a
real NodeSet2 in as an `AdditionalFile`, pins a
`ModelSourceGeneratorPrefix` that cannot be derived from the model, and
references the emitted types from hand-written code. It deliberately
does **not** import the props by path, so the package's auto-import is
what is under test. Both checks were verified to fail against a package
rebuilt with the misnamed props.

## CI: parallelism re-enabled

`buildandtest.yml` pinned three `dotnet build` invocations to
`/p:UseSharedCompilation=false` and `-maxcpucount:1`. `dotnet build`
defaults to all logical processors, so `-maxcpucount:1` actively
disabled parallelism. Both flags were introduced silently in unrelated
PRs (`f358078b1`, `208c601b0`) and suppress exactly the conditions the
SGF race needed — now structurally gone. Compilation is ~72 % of what
that workflow executes (233 of 323 job-minutes in run `29916768976`), so
the queue-independent `Build` step durations are the baseline:

| Measurement | Baseline |
| --- | --- |
| `Build` step, 26 `test-*` jobs | mean 5.53 min, sum 143.9 min |
| `build-linux-all-tfm` | 56.3 min |
| `build-windows-all-tfm` | 32.5 min |

`codeql-analysis.yml` keeps the flag — the CodeQL tracer requires it.

## Incidental fixes

- `Microsoft.CodeAnalysis.CSharp` declares an exact `[version]` range on
`Microsoft.CodeAnalysis.Common`, so with
`CentralPackageTransitivePinningEnabled` the central pins must move in
lockstep or restore fails with `NU1109`. They now derive from
`$(RoslynApiVersionVS2026)`.
- `MigrationGeneratorTests` created its generator driver without parse
options — silently fine under Roslyn 4.14, `Inconsistent language
versions` under 5.0.
- The migration analyzer props injected `<Analyzer>` items by hand from
`analyzers/dotnet/cs`; NuGet registers analyzers itself and selects the
matching folder, so the injection was obsolete and would now force the
wrong assembly to load.
- Exception diagnostics reported `ex.StackTrace` (null for an exception
that never left its throw site, and carrying neither type nor inner
chain) — now `ex.ToString()` at all three call sites.
- The pack guard tested the flattened assembly list, so it only fired
when *no* variant produced output; it now checks each declared variant
contributed assemblies.
- `GeneratePackageOnBuild` is disabled for the generators; packing
happens in CI or on an explicit `dotnet pack`.

## Note for reviewers

**Building this repository requires a Roslyn 5.x host** (the .NET 10 SDK
or Visual Studio 2026). That is already the documented prerequisite and
every CI leg installs `10.0.x` last, but it is now a hard requirement.

## Related Issues

_No tracking issue: this is a follow-up to the CS8784 clean-build
failure reported against #4041, which fixed the packaged delivery path
but left the in-repo project-reference path relying on the SGF
resolver._

- Follow-up to #4041

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

### Verification detail

| Check | Result |
| --- | --- |
| `dotnet build UA.slnx` (clean, and after merging master) | 0 errors;
18 warnings, all pre-existing `CA1873` in `Opc.Ua.Client` |
| `Opc.Ua.SourceGeneration.Tests` | 81/81 on net10.0 and net48 |
| `Opc.Ua.SourceGeneration.Stack.Tests` | 92/92 on net10.0, 89/89 on
net48 |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3722 passed, 8 skipped |
| `Opc.Ua.MigrationAnalyzer.Tests` | 121/121 on net10.0 and net48 |
| Package id set, master vs branch | identical, 47 packages |
| Release build + `dotnet pack --no-build` | 47 packages, matching the
manifest; both `roslyn4.14` and `roslyn5.0` present; no host-provided
assemblies shipped |
| `validate-source-generator-packages.ps1` | passes, including manifest,
props-naming, end-to-end generator consumer and down-level host checks |
| Down-level band under real csc 4.14.0 | all three analyzer packages
load **and run** |
| Negative tests | misnamed props → both checks fail as designed; hidden
variant output → pack guard fires; 5.0 build placed in `roslyn4.14` →
real `CS9057`; non-running generator name → execution assertion fires;
expecting a `roslyn4.8` band → manifest check fires |

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 9ed53262-5cfa-429a-820e-bf6146a00d8b
2026-07-31 15:46:17 +00:00
Marc Schier f0ab7878ea Core stack: reusable file directory binder, geolocation seam and state machines (#4123)
**Stack 1/5** — base `master`. Part of the #4096 split; see #4096 for
the overall picture.

## What this is

The core stack changes the Robotics, OpenUSD and Positioning work
depends on. No new projects; every change is to an existing one, so this
is reviewable without any of the companion specs.

## Contents

**`Opc.Ua.Server`**
- `FileSystem` gains a reusable `IFileDirectoryBinder` and
`IFileSystemHost`, so any node manager can serve a Part 5
`FileDirectoryType` over `IFileSystemProvider` instead of that binding
living inside one companion model.
- Entry names are validated before they reach the provider. The contract
promises forward-slash provider-relative paths but never enforced it, so
a backslash payload such as `..\..\..\Windows\System32\evil.txt`
bypassed the obvious provider-side check on Windows. Defence in depth —
the shipped `PhysicalFileSystemProvider` was already safe.
- `Location` adds a single `IGeoLocationProvider` seam so one provider
implementation serves both OPC 10000-211 GPOS and OPC 10030 ISA-95. The
two specs disagree on representation, not on content, so the difference
is a projection rather than a reason to write the provider twice. Ships
a WKT text formatter and an in-memory provider.
- `StateMachines` adds `FiniteStateMachineDispatcher`, the Part 16
transition guard used by DI software update and later by Robotics task
control.

**`Opc.Ua.Types`**
- Node copies no longer consume NodeIds from the `NodeIdFactory`.
`Initialize` materialises children through `CreateChild`, which assigns
a per-instance NodeId, but the copy then overwrites every child NodeId
from its source, so the assignment is discarded. A counting factory
silently burned identifiers; a tracking one leaked them.
- `JsonDecoder` resolves a relative encodeable type id against the
namespace table before the factory lookup.

**`Opc.Ua.Client`** — a file system path segment written without a
namespace prefix is qualified with the namespace of the parent it is
resolved against, matching the provider-owned BrowseNames.

**`Directory.Build.targets`** — the `RestrictForLegacyTfm` no-op now
also applies when a project pins a single `TargetFramework` and
`CustomTestTarget` names a different one. That is the same situation it
already handled for the legacy frameworks, and it is what keeps the
per-TFM CI matrix green once net10.0-only projects appear later in the
stack.

## Validation

`dotnet build UA.slnx` — 0 errors.

| Suite | Result |
| --- | --- |
| Opc.Ua.Types.Tests | 8088 / 0 |
| Opc.Ua.Server.Tests | 3873 / 1 |
| Opc.Ua.Client.Tests | 2105 / 0 |
| Opc.Ua.Core.Tests | 4145 / 0 |
| Opc.Ua.Features.Tests | 134 / 0 |

The single `Opc.Ua.Server.Tests` failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`,
which is pre-existing and environmental: the PKI path in my working
directory exceeds MAX_PATH. It reproduces on clean `master` and passes
from a shorter directory.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 8cbb8cd0-f0cb-4ab0-bea2-6202fbf69485
2026-07-31 13:13:47 +02:00
Julius Pfrommer 2fb20c06a2 Use standardized OPC UA WebSocket transport profile URIs (#4133)
The WSS transport constants used the unregistered uawss- prefix for the
UA-SecureConversation/UA-Binary and UA-JSON profiles.

Use the profile URIs registered by the OPC Foundation:

https://profiles.opcfoundation.org/profile/254
https://profiles.opcfoundation.org/profile/253

The WebSocket mappings and sub-protocols are specified in OPC UA Part 6
section 7.5.2:

https://reference.opcfoundation.org/Core/Part6/v105/docs/7.5.2

Update the transport-profile helpers, regression tests, and
documentation accordingly so endpoint discovery publishes identifiers
recognized by conforming OPC UA clients and servers.

Tests: dotnet test tests/Opc.Ua.Core.Tests/Opc.Ua.Core.Tests.csproj -f
net10.0 --filter FullyQualifiedName~TransportProfileHelpersTests (39
passed)

# Description

_Describe the changes here to communicate to the maintainers why they
should accept this pull request. By default - this will become the
Commit message after merging and thus define history._

## Related Issues

_Reference all GitHub issues this PR addresses. If there is no issue
yet, open one and link it here._

_If this is a relatively large or complex change, a design must have
been discussed in the related tracking issue and signed off (which
becomes the Architectural Decision Record (ADR))._

- Fixes #github-issue-number, ...

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [x] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [ ] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

Co-authored-by: Julius Pfrommer <julius.pfrommer@o6-automation.com>
2026-07-31 09:39:11 +02:00
Marc Schier 8a10139b8c Fix OPC UA address-space compliance in the device integration stack (#4117)
# Description

A live OPC UA compliance audit of `samples/PumpDeviceIntegrationServer`
against the **OPC 40223 Pumps** and **OPC 10000-100 (DI)** companion
specifications found **13 address-space violations** plus a
serialization bug in the MCP tool. Every fix lands at its **root cause
in the shared stack** rather than as a workaround in the sample, so all
servers benefit.

The sample now exposes **N fully simulated pumps** (`--pumps N`) and
advertises the DI conformance facets it actually satisfies.

> This branch has been merged with `master` including **#4116** ("Add
simulation to PumpDeviceIntegrationServer and Event modelling"), which
independently reworked the same pump simulation and the same fluent
alarm builders. See [Relationship to #4116](#relationship-to-4116) below
for how the two were reconciled.

## Findings and fixes

| # | Finding | Root cause | Fix |
|---|---------|-----------|-----|
| 1 | `OverTempAlarm` created by the fluent API did not exist in the
address space | `AttachAlarm` attached the alarm with `AddChild` but
never indexed it into the node manager | Register the node; the same gap
existed in `AddObject`, `CreateInstance` and the state-machine creators
|
| 2 | Alarms were unsubscribable — `EventNotifier = 0` everywhere, no
`HasNotifier` from `Server` | No event-source wiring at all | Set
`HasCondition`, initialise
`SourceNode`/`SourceName`/`ConditionName`/`InputNode`, promote
`EventNotifier` up the ancestor chain, publish `HasNotifier` from the
`Server` object |
| 3 | Every instance NodeId was minted in the **DI standard namespace**
(`ns=4;s=5001_Pump #1`) | `DiNodeManager.New` inherited the parent's
namespace index | New `DiNodeManager.InstanceNamespaceIndex`; instances
move to the server's application namespace |
| 4 | `Server/Namespaces` described only 2 of 6 namespaces | The
NodeSet2 importer drops nodes parented to namespace 0, so companion-spec
metadata objects never reached the address space — and no route covered
the server's own namespace | New `NamespaceMetadataPublisher` walks the
`NamespaceArray` and fills version/publication date from
`ModelDependencyAttribute` |
| 5 | Vendor BrowseNames (`Diagnostics`, `LastError`, …) sat in the DI
namespace | Builders defaulted to the parent's namespace | Default to
the server namespace; **spec-defined BrowseNames are unchanged** |
| 6 | `AccessLevel="5"` from the Pumps NodeSet was reported as `1` | The
ModelDesign `AccessLevel` enum is not `[Flags]` and cannot represent
`CurrentRead \| HistoryRead` | Carry the verbatim NodeSet2 bitmask and
emit named `AccessLevels` constants |
| 7 | `Historizing = true` while `HistoryRead` returned
`BadHistoryOperationUnsupported` | Nothing reconciled the declared
history surface with the wired historians | Startup clears the
advertisement (including masking the attribute read callbacks) when no
provider resolves; the sample wires a real historian |
| 8 | Mandatory `ProductInstanceUri` unset | Sample omission | Populated
on every pump |
| 9 | Mandatory `TrueState`/`FalseState` empty on every supervision
boolean | Absent in the official NodeSet; a server must still populate
them | Populated on every pump |
| 10 | Machinery `Machines` folder empty (OPC 40001-1 §9.2 says
**shall**) | `TryAddToMachinesFolder` used `AddChild`, which
*re-parents* the device away from `DeviceSet` | Add the `Organizes`
reference instead |
| 11 | BrowseName contained a space and `#` | Sample naming | `Pump_1`
with the readable label in `DisplayName` |
| 12 | `Maintenance` group materialised but empty | Sample omission |
Populated |
| 13 | Uninitialised values reported `Good` | No initial-value status |
`BadWaitingForInitialData` until the first simulation tick |
| — | `ServerProfileArray` advertised only `StandardUA2017` |
`DiNodeManager` did not implement the existing `IConformanceContributor`
| Contribute DI 1.05 server facets computed at runtime from what is
actually wired, merged with `StandardUA2017` |
| — | MCP tool serialised boolean `false` and numeric `0` as JSON `null`
| `Variant.Null` is `default`, so `Variant.Equals` adopts the non-null
type and compares against the default value | Dispatch on `BuiltInType`
and use typed `TryGetValue` accessors instead of the prohibited
`AsBoxedObject` |

## Relationship to #4116

#4116 landed on `master` while this branch was in flight and targeted
overlapping ground. The merge is a **union of both intents**, not a
fast-forward:

- **`AlarmBuilderExtensions`** — kept both sides. #4116 contributes the
parent-must-be-an-Object guard, `SetEnableState`, and the
`HasEventSource` references; this branch contributes the `HasCondition`
reference, condition source initialisation, **registration of the alarm
with the node manager so it is browsable**, notifier promotion up the
whole ancestor chain, and root-notifier registration.
- **`SupervisionBuilderExtensions`** — took #4116's `SetAlarmActive`. It
is more spec-correct than this branch's version: it honours
`EnabledState`, resets Acked/Confirmed on activation, and computes
`Retain` per OPC 10000-9 so an unacknowledged Condition stays retained
after going inactive. This branch's null guard was kept so a malformed
alarm cannot dereference a missing `EnabledState`.
- **`PumpNodeManager.Configure.cs`** — took #4116's **push-based**
simulation (`RegisterPumpSimulation`, `CreatePumpSimulation`,
`IValueUpdater<T>`, `Initialize`/`Advance`/`Publish`, deterministic
per-pump phase offsets) as the structure, then folded in this branch's
compliance work: configurable pump count, Maintenance group,
`TrueState`/`FalseState`, historian wiring, per-pump mandatory
Identification values, and `BadWaitingForInitialData` until the first
tick.
- **README** — union, keeping #4116's address-space validation workflow
section.

Two test adjustments were needed, both because the merge legitimately
changed behaviour the tests pinned:

- `PumpHostedReferenceTests` now resolves pump NodeIds from the browse
result instead of hard-coding the DI namespace, and waits for the first
published value. `PumpCreatedAfterStartupJoinsTheLiveSimulationAsync`
was **added** to restore #4116's coverage that a pump created after
startup through `ConfigureDevicesFor` joins the live simulation.
- `FluentAlarmRegistrationIntegrationTests` no longer asserts that
`Retain` clears when an alarm goes inactive — that pinned this branch's
weaker semantics, and #4116's Part 9 behaviour is correct.

## Breaking change

Runtime-created DI device instance NodeIds move from the companion-spec
namespace to the server's application namespace, e.g.
`ns=<DI>;s=5001_Pump #1` becomes `ns=<application>;s=5001_Pump #1`. This
invalidates NodeIds cached by clients from earlier 2.0 previews. It is
**not** a model change — standard DI/Machinery/Pumps type NodeIds and
spec-defined BrowseNames are untouched.

Device integration hosting is new in 2.0, so there is nothing to migrate
from 1.5.378 and this is deliberately *not* in `docs/MigrationGuide.md`.
Anyone tracking 2.0 previews should rediscover devices by browsing
`DeviceSet` rather than persisting NodeIds, and resolve namespace
indexes from `NamespaceArray` per connection.

## Verification

Compliance is pinned by regression tests that assert **through the
server's service surface** (`BrowseAsync` / `ReadAsync` /
`HistoryReadAsync`), not by inspecting `NodeState` objects in memory.
That distinction mattered: three defects survived in-memory assertions
and were only caught through the read path — most subtly, `Historizing`
was cleared while `AccessLevel` still advertised `HistoryRead`, because
attribute read callbacks re-applied the NodeSet bits.

Post-merge on net10.0:

| Suite | Result |
|---|---|
| `Opc.Ua.Di.Tests` | 326 passed |
| `Opc.Ua.Server.Tests` | 3846 passed, 5 skipped |
| `Opc.Ua.Tools.Tests` | 288 passed |
| `Opc.Ua.History.Tests` | 506 passed, 27 skipped |
| `Opc.Ua.SourceGeneration.Core.Tests` | 3722 passed, 8 skipped |

The full solution was also built and tested on **net48** before the
merge.

Review feedback from `copilot-pull-request-reviewer` has been addressed
in commit `badad31dc`: the shared `ServerObjectState` lock was removed
(the forward `HasNotifier` edge is published through the owning node
manager instead), MCP array serialization now preserves element types,
and the pump option guards report the specific rejected option. The only
failure is
`ConfigureApplicationBuildsSharedClientAndServerConfigurationAsync`, a
pre-existing certificate-store issue that **passes when run in
isolation** and is unrelated to this change.

## Documentation

Updated `docs/DeviceIntegration.md`, `docs/MigrationGuide.md`,
`docs/HistoricalAccess.md`, `docs/DeveloperGuide.md`,
`docs/McpServer.md`, `docs/README.md`,
`samples/PumpDeviceIntegrationServer/README.md` and
`tools/Opc.Ua.Mcp/README.md`, and consolidated the four node-manager
documents into a single [`docs/NodeManagers.md`](docs/NodeManagers.md) —
overview, built-in managers (including `MasterNodeManager`), core vs
custom, registration, server address-space metadata, and source
generation — with a TOC and all inbound links repointed.

## Related Issues

No tracking issue exists for this work yet — it originated from an
ad-hoc compliance audit of the pump sample. Given the size of the change
and the runtime-breaking NodeId move, please open (or link) a tracking
issue so the design is recorded as an ADR before merging.

- Fixes #

## Checklist

_Put an `x` in the boxes that apply. You can complete these step by step
after opening the PR._

- [ ] I have signed the
[CLA](https://opcfoundation.org/license/cla/ContributorLicenseAgreementv1.0.pdf)
and read the
[CONTRIBUTING](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/CONTRIBUTING.md)
doc.
- [x] I have added tests that prove my fix is effective or that my
feature works and increased code coverage.
- [x] I have added all necessary documentation.
- [x] I have verified that my changes do not introduce (new) build or
analyzer warnings.
- [x] I ran **all** tests locally using the **UA.slnx** solution against
at least .net **framework** and .net **10**, and all passed.
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 0d50c3fc-58b1-4c99-85a4-1e32c88666d9
2026-07-30 16:04:18 +02:00