# Description
Introduces a pluggable user-identity provider model covering all OPC UA
Part 6 §6.5 mechanisms (Anonymous, UserName, X509, IssuedToken/JWT) on
both client and server, with full
`Microsoft.Extensions.DependencyInjection` integration, plus the Part 12
§9 `AuthorizationService` two-phase token-request flow **including
refresh-token rotation**, the Part 12 §8 KeyCredential Push model, and a
clean provider model for OPC 10000-12 §7.2 `ApplicationSelfAdmin`. The
work is split across phase-by-phase commits so it can be reviewed
independently; nothing here changes wire-level behaviour or forces
existing applications to migrate.
### Documentation
All under `Docs/`:
- `IdentityProviders.md` — full developer guide: three-layer model,
recipes, configuration reference, "what gets auto-wired" matrix, JWS
algorithm table, identity-augmenters section, **"Implementing your own
provider"** how-to subsections for Entra / OIDC / Windows / AspNetCore
(sibling files merged in per review feedback).
- `DependencyInjection.md` — `Identity` sections with `appsettings.json`
examples, identity-extension matrix, `WithAuthorizationService` +
`WithKeyCredentialPush` + `AddIdentityAugmenter` extensions documented.
- `RoleBasedUserManagement.md` — claim-criteria callout describing
`IIdentityClaims` probe surface.
- `AuthorizationService.md` — Architecture diagram +
`IAccessTokenProvider` conceptual narrative restored from master; modern
`StartRequestToken` / `FinishRequestToken` flow leads; refresh-token
recipe added.
- `KeyCredentialService.md` — Push model + Pull vs Push vs Bridge
decision matrix + Hybrid (Push + Pull) section; explicit experimental
warning for the bridge.
- `GDS.md` — KeyCredential Push, `StartRequestToken`,
`GdsApplicationSelfAdminProvider`, **shipped Refresh-token support with
rotation policy and audit semantics** all documented.
- `MigrationGuide.md` — User Identity Providers section listing
`[Obsolete]` markers + mechanical recipes; SelfAdmin migration via
`IIdentityAugmenter`; `EnableRefreshTokens` default note.
- `README.md` index entries.
## 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.
- [x] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [x] I have addressed **all** PR feedback received.
Prioritize the encodeable check over the enumerable check in
`TypeInfo.Construct(Type type)` to prevent representing a generic type
that implements `IEncodeable` as `TypeInfo.Unknown`.
Fixes#3800
Somewhat related to #3597
---------
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@hotmail.com>
Drive the solution to zero warnings / zero errors with analyzers on,
promote the consistently-fixed rules to error, and lock in coverage
on the only line of new logic.
* fix: preserve wire encoding TypeId in ExtensionObject on decode
BinaryDecoder, JsonDecoder, and XmlDecoder were overwriting
ExtensionObject.TypeId with the DataType NodeId (e.g., i=887)
instead of preserving the encoding NodeId from the wire (e.g., i=889).
Use ExtensionObject(typeId, encodeable) to retain the original
encoding NodeId per OPC 10000-6 §5.2.2.15.
* fix: preserve encoding TypeId for XML-in-binary body path
* Preserve TypeId in ExtensionObject decoding tests. Exisitng tet used in XmlDecoderTests.
Introduced a test encodeable with distinct TypeId and BinaryEncodingId for validation.
* ExpandedNodeId used in CreateExtensionObject for tests
* copy parameter comment added
* fix: JsonEncoder must write DataType NodeId per OPC UA Part 6 §5.4.2.16
Per §5.4.2.16, the UaTypeId field in JSON encoding must be the NodeId of a DataType Node, not a DataTypeEncoding Node. Previously, the JsonEncoder used ExtensionObject.TypeId directly, which after the decoder fix to preserve encoding TypeIds could contain a Binary or XML encoding NodeId when re-encoding from another format.
Changed WriteExtensionObject to use encodeable.TypeId (the DataType NodeId) when the body is IEncodeable, falling back to value.TypeId only for raw bodies (ByteString, string) where no IEncodeable is available.
This ensures correct cross-encoding behavior (e.g., XML→JSON or Binary→JSON) where the ExtensionObject carries an encoding-specific TypeId from the source format but must emit the DataType NodeId in JSON.
* Fix nullable encodeable handling in JsonEncoder
---------
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
Co-authored-by: romanett <romanett98@gmail.com>
An IEncodeable exposes three distinct node ids (TypeId, BinaryEncodingId, XmlEncodingId) that all identify the same logical data type. Depending on the encoder that produced an ExtensionObject (binary, XML, JSON, or direct construction), the wrapper TypeId may carry any one of those three ids, so two ExtensionObjects wrapping the same encodeable value can compare as unequal under the strict TypeId check.
Relax Equals(ExtensionObject) so the incoming TypeId on either side may match any of the inner IEncodeable's three node ids; strict TypeId equality is still required when neither side has an IEncodeable body. Update GetHashCode to use the encodeable's canonical TypeId so equal values continue to share a hash.
Add unit tests covering matches against each of the three ids, cross-encoding-id match (Binary <-> Xml), body inequality, unrelated TypeId+body, strict equality for ByteString / string bodies, hash stability, == / != operators, and symmetry.
* New certificate and secrete abstraction with certificate infrastructure and certificate/secret stores.
* leak testing for certificate resources to validate new ref counting in every test assembly
* Migration guide updated and documentation added for all
* Remove IDisposable from Nodestate and UserIdentity.
* UserCertificateTokenHandler now just points into certificate registry/stores, no dispose required
* Fix CA2000 warnings and cleanup of other diagnostics, increase warning levels in .editorconfig
- Add new managed session, wrapping session and providing connection management and failover handling
- Add new Subscription engine that can act as alternative to current engine, but is based on channels with worker tasks
- Add a fluent builder for managed session clients
- Replace NodeCache with LruNodeCache, rename ILruNodeCache and LruNodeCache to INodeCache and NodeCache
- Update migration guide and document new functionality.
new DataValue(42) silently resolved to DataValue(StatusCode) instead of
DataValue(Variant) due to C# 'better conversion target' rule — StatusCode
wins because it implicitly converts to Variant, making it 'more specific'.
This caused m_value = Variant.Null and downstream BadTypeMismatch failures.
Changes:
- Add [OverloadResolutionPriority(1)] on DataValue(Variant) constructor
- Obsolete DataValue(StatusCode) and DataValue(StatusCode, DateTimeUtc)
- Add DataValue.FromStatusCode() static factory methods (2 overloads)
- Delete DataValue(DataValue) copy constructor
- Add DataValue.Copy() instance method using base.MemberwiseClone()
- Rewrite Clone()/MemberwiseClone() to delegate to Copy()
- Migrate all call sites across 14 files
- Add tests verifying new DataValue(42) wraps value correctly
- Update MigrationGuide.md
Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
* Fix publish/dispose race that hangs Client tests
Subscription.Dispose pre-disposed m_publishTimer and m_messageWorkerCts
before calling ResetPublishTimerAndWorkerState, causing Cancel() to throw
ObjectDisposedException and leaving the publish worker stuck. Removed the
duplicate disposal so the reset method is the single owner of those resources,
and guarded Cancel/Dispose with try/catch ObjectDisposedException for defense
in depth.
Session.OnPublishComplete could run after Session.Dispose disposed
m_reconnectLock, throwing ObjectDisposedException from SemaphoreSlim.Wait()
and re-arming via the throttle path indefinitely. Added an early Disposed
guard, wrapped Wait/Release in try/catch ObjectDisposedException, and added
a Disposed guard in QueueBeginPublish so the throttle cannot reschedule
publishes after disposal.
Fixes the macOS net10.0 hang seen in Azure pipeline build 13257
(TransferSubscriptionAsync, ReconnectWithSavedSessionSecretsAsync).
* fix lockout test and use UserName token for SuccessfulAuthenticationClearsFailedAttempts test
After c1e11b1ab made anonymous activations no-op for clearing the lockout
counter, the test must use a real (non-anonymous) credential to demonstrate
that successful authentication resets failed attempts. Use user1/password
with PolicyId=1 (UserName_1 in the reference server config).
* Fix DirectoryCertificateStore cache staleness across instances
When two DirectoryCertificateStore instances point at the same directory (e.g. a CertificateValidator's internal store and a separate store opened by a caller), the directory LastWriteTimeUtc seen by one DirectoryInfo handle does not reliably reflect modifications made through another handle on Windows, even after Refresh(). The mtime-based cache check therefore returned stale entries indefinitely, causing VerifyRejectedCertsDoNotOverflowStoreAsync to flake when the test fixture's RejectedStore failed to observe deletes performed by the validator's internal store.
Add a cheap on-disk file count cross-check in the cache-hit branch: if the count of cert files on disk does not match the cached entry count, force a reload. This avoids re-parsing every certificate when nothing has changed but reliably detects external modifications.
* test: fix keep-alive mock to return Int32 ServerState
The mock for the Server_ServerStatus_State read returned new Variant(0u)
(UInt32). The keep-alive worker expects Int32 (ServerState enum is
wire-encoded as Int32), so ClientBase.ValidateDataValue logged a
BadTypeMismatch warning on every keep-alive throughout the test run.
Real servers always emit Int32 for enum variables (BinaryEncoder
downgrades the enum encoding byte to Int32), so the warning was purely a
test-mock artifact. Switch the mock to new Variant((int)ServerState.Running)
to eliminate the spurious warnings.
* Source generator: emit and consume ModelDependencyAttribute. Emit one [assembly: ModelDependencyAttribute(...)] per model the
generated assembly emits and per upstream model it transitively
consumes (new ModelDependencyGenerator in
Tools/Opc.Ua.SourceGeneration.Core).
* Replace the unused PEReader-based ReferenceMetadataScanner with a
Roslyn IAssemblySymbol.GetAttributes() scan
(ReferencedModelDependencyScanner in
Tools/Opc.Ua.SourceGeneration). Hooks the per-symbol incremental
cache, works for both PortableExecutableReference and
CompilationReference, AOT-safe.
* Wire the scanner result through ModelSourceGenerator into
ModelCompilation. The reduced URI-keyed map is passed to the public
Generators.GenerateCode extension methods.
* NodesetFileCollection.GetDesignFileListForModel now consults the
referenced-model map, so transitive nodeset dependencies that are
satisfied by a referenced assembly no longer raise the
missing-dependency error.
* Override resolution: when a local AdditionalFile and a referenced
assembly both declare the same model URI under the same C# prefix
the local generation is silently skipped (avoids CS0101); different
prefixes still generate so downstream consumers can intentionally
override types under a different namespace.
* New diagnostics MODELGEN010 (override skipped) and MODELGEN012
(multiple referenced assemblies provide same model URI -> tie-break
on highest version+publication date).
* Bump asserted GeneratedSources counts in ModelGeneratorTests for the
new *.ModelDependencies.g.cs files (one per generated model).
* Fix unrelated CS1574 broken cref in NodeId.TryParseLongForm xmldoc
that was blocking the Opc.Ua.Types build.
* Document the new flow in Docs/ModelDependencies.md.
* tests for ModelDependencyAttribute flow
* Refactor recently added "parsing" constructors to ParseLongForm static method. Method delegates to Parse(IServiceMessageContext)
NodeId, ExpandedNodeId and QualifiedName ParseLongForm overloads are now thin wrappers around Parse(context, options) using NodeIdParsingOptions with RequireResolvedUris=true and updateTables=false. Adds the FallbackToStringIdentifier opt-in to preserve the legacy lenient quirk for callers that need it (off by default for strict parity).
Tests for the refactored long-form parsers were added to the existing per-type test fixtures.
* Update nuget dependencies to latest
* make most ptojects aot compatible
* Remove newtonsoft
* Migrate all projects from Mono.Options to System.CommandLine 2.0.5
* Fix array clone
* Replace serializers for storage using new attribute driven type geberator
* Add new AOT integration tests covering all functional areas
* Documentation updates
Use RequestLifetime throughout the server stack for unified request lifetime and cancellation management. Update all service method signatures, OperationContext, and request processing logic to use RequestLifetime, enabling precise tracking of cancellation reasons with UA StatusCodes. Remove obsolete synchronous request handling and legacy delegates. Update code generation, tests, and interfaces to support the new model. This change improves cancellation, timeout, and abort handling, and prepares the server for advanced request management features.
* test(type-info): add failing test
* fix(type-info): require IEnumerable implementation before treating generic type as array
* test(type-info): add test for coverage
* Use Interfaces Introduced with 1.5.378
Refactor to use interfaces for node managers and server
Replaced concrete types with interfaces (e.g., IMasterNodeManager, ICoreNodeManager, IDiagnosticsNodeManager, IConfigurationNodeManager, IServerBase) across method signatures, properties, and internal structures to improve abstraction and flexibility.
* Refactor CoreNodeManager to be Based on CustomNodeManager2
* Add Test
* Add INodeManager3 with role permission validation
Introduce INodeManager3 interface extending INodeManager2, adding synchronous role permission validation methods. Update all node manager interfaces and classes to use INodeManager3. Extend IAsyncNodeManager with async permission validation methods and update adapters for sync/async bridging. Deprecate FindNodeInAddressSpace in favor of new async FindNodeInAddressSpaceAsync. Refactor MonitoredNode2 to use thread-safe collections and locking for monitored items. Enhance event reporting with security and permission checks. Update constructors and documentation to reflect new interfaces and best practices.
* Implement AsyncCustomNodeManager
* fix comment
* fix
* Add tests
* fix
* Implement better locking strategy
* fix
* Add more tests
* Add tests
* Add tests
* Add Tests
* cleanup
* cleanup
* Add tests that verifies for AnalogItemState the instrument range is checked brefore writing
* only assign new NodeID in default factory if NodeId isNull
* Run all tests also with sampling groups
* Add Docs
* cleanup
* Add chaos test
* fix test
* Use AsyncCustomNodeManager for ReferenceNodeManger & imrpove ReadAttributes method of NodeState
* fixes
* fixes and code review comments
Generate stack and application code using source generators
Change built in types to readonly structs
Update localized text implementation to use JSON text serializer
Status code with symbolic names
Immutable node ids
No boxing for all built in types <= 8 bytes in Variant.
Split user identity token and token handling via token handler
Add migration guide for breaking changes
This pull request modernizes the OPC UA .NET codebase and tests, removes .NET Standard 2.0 support from certificate/security code, and updates test code to use C# 12 and .NET 8+ features for clarity and maintainability.
- Certificate and BouncyCastle interop files (e.g., CertificateBuilder.cs, X509Extensions.cs, X509SignatureFactory.cs) are refactored to drop NETSTANDARD2_0 support and use modern .NET APIs and conditional compilation.
- Test code across the codebase is updated to use default, strongly-typed Parse methods, collection expressions, and improved async/await patterns.
- Exception handling and assertions in tests are modernized, and test method naming is made consistent with Async suffixes.
- The project and build files are updated to clarify Roslynator analyzer usage and remove obsolete netstandard tags.
- General code and test cleanup includes improved null safety, type safety, and removal of deprecated or unused code.
This change adds a **new Opc.Ua.Types** nuget that contains core types that do not rely on generated code. Why the name? Because almost all code that was in the Types subfolder is part of it, and because we do not want to change the name of the Opc.Ua.Core nuget/assembly because code relies on it. Any other name like base or bootstrap felt out of place due to the current structure already defining the name "types". Key design is to depend on only a small set of libraries with limited transitive dependencies, that includes hashcode, logging.abstraction, and for non standard20 builds System.Text.Json (needed for localizedText mul parsing). Also, key is to support .netstd 2.0 to support source generators and to allow removal of EEC_SUPPORT defines by removing std2.0 from core and all libraries.
The changes are mostly restructuring, and thus small but contain some key changes:
- **Status code** struct now comes with a Symbol field, which is used to carry symbols in case the code is not generated. Currently (until generated) the status code struct must be manually created with a symbol or the ToSymbolicId extension must be called in the core project. Future will generate Status code constants just like NodeId that contain the symbol which also removes the reflection-based lookup. Several tests needed to be adjusted as they checked the status code symbol strings instead of the code.
- **Core identifiers** are copied as they were needed for code to compile, that includes attributes, a subset of status codes and node identifiers. These will never change so no need to generate them.
- The types folder now contains **encoders**, except for json which is still in core. Once the json encoder is ported to system.text.json it will also be included and Newtonsoft.Json dropped as dependency (-> #3329).
- Since types relies on **IOperationContext** and **ISystemContext**, and these export IUserIdentity which relies on crypto, these were split and extended in core with ISessionOperationContext and ISessionSystemContext, which mean changes to ServerSystemContext and introduction of SessionOperationContext and SessionSystemContext classes that extend OperationContext and SystemContext. Some runtime checks in the server are therefore needed to get at the session and auth info, however, those are anyway optional fields and are not on the critical paths, and thus a type check is in order (and was done in the past already, but against OperationContext class).
- **Manifest resources** are now split between Core (nodeset zip, some generated resoures) and Types (built in bsd/xsds). This needs to be revisited later if the bsd/xsd need to be regenerated during type generation. Note that the embedded resource names changed as a result. Since these are only used internally and do not constitute public API this feels reasonable vs duplication of resources in 2 assemblies.
- Reflection however now needs to load not just the built in **encodeables** from Opc.Ua.Types assembly, but also the generated encodeables from Opc.Ua.Core assembly. For this a new helper Utils method was added to get the Core assembly when linked against Opc.Ua.Core otherwise null.
- Whatever utils methods needed to be split out into the new Opc.Ua.Types assembly, they are now in **CoreUtils** static class in Opc.Ua.Types, and Utils.xxxx forwards to them to ensure minimal changes. Later we would want to obsolete them in favor of CoreUtils, although it might make sense to split them again into domain specific utilities, such as networking, files, etc
Marc Schier