Commit Graph

5 Commits

Author SHA1 Message Date
Marc Schier 7c965fd636 Capture metadata images and generation-bound session clients (#4752)
# Description

- Add isolated NodeState reference images, TypeTable graph snapshots,
EncodeableFactory registration forks/views, StringTable mutation
versions/private copies, and ServiceMessageContext mapping-holder
generation tracking. Reference images are lazy for empty nodes;
selected-image clones own independent storage and publication ownership.
- Add the complete generic NodeBrowser continuation-dependency
capability. This does not implement server browse-history retention,
NodeManager read images, or server batch/readiness admission.
- Add optional client binding capture for SessionClient, native Session
and ManagedSession, with managed-lease/native-channel generation
composition. Bindings capture authenticated-session identity, mapping
holders/versions and owned endpoint/policy/configuration observations.
Replacement, reconnect, mapping ABA and disposal permanently invalidate
stale bindings; disposing a binding does not dispose its owner.
- Preserve cancellation and master pooled-response ownership: a rejected
pooled response is released exactly once; an accepted response remains
caller-owned. Keep native transport submission under its replacement
gate and completion outside the gate, without routing ordinary unbound
requests through binding machinery.
- Rename the existing server lookup interface and all actual consumers
with minimal hunks; add focused fixtures, generated FileTypeClient usage
guidance, and package/transport documentation.

**Breaking preview type identity:** the existing 2.0-preview server
lookup `Opc.Ua.ISessionBindingProvider` becomes
`Opc.Ua.IServerSessionBindingProvider`. Server lookup consumers must
update their referenced type and rebuild. This is neither
source-compatible nor binary-additive for that preview type. The new
client capability is optional and adds no mandatory members to existing
ISession/ISessionClient/ITransportChannel contracts. This
preview-to-preview rename is documented in SessionBindings/Transports,
not in the 1.5-to-2.0 MigrationGuide.

**Ownership boundary:** no RequestLifetime changes,
certificate-manager/channel-entry adoption, BaseVariableState changes,
Method-result feature extraction, NodeManager batch/readiness or
browse-history retention, session restoration, registry federation, WoT
conversion, or WoT runtime/planners/events.
DependencyInjection/ResourceIsolation/index changes are lookup/link
closure only. SessionManager's PR hunk changes only its implemented
lookup-interface name; newer master public diagnostic masking is not
replaced.

## 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))._

- Part of #4511: user-approved combined groups 5+6 Wave A extraction.
This PR does not close the umbrella or publish Wave B.

## 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.
- [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.

### Review qualification

Review fixes are published at
**`6b0eb1d5c32a439300fbcaff974b9af8b909161b`**, changing eight
already-owned files. All five received review threads were replied to
and resolved after verification. Factory selector installation and
target-selection-plus-commit share the root publication gate, with
consistent root→image release/capture ordering. TypeTable selector
installation and final mutation routing share its existing gate. Native
bound channel validity uses volatile observations; the two owned XML
defects are corrected.

| Requirement | Evidence |
|---|---|
| Selector installation must not hide TypeTable mutations |
`SelectorInstalledDuringNodePreparationReceivesMutation`: old Add
routing failed on both TFMs; corrected routing passes on both within
**148/148** factory/TypeTable controls |
| Selector installation must not race factory commit routing | Static
common-root-gate/order proof plus baseline-GREEN
`BuilderCapturedBeforeOwnershipUsesSelectedFactory`,
`ViewOwnerReleasePreservesRegistrationsAndAllowsReuse`,
`ViewOwnerReleaseCanRetryAfterPendingPublication`,
`PublicationProtectsPendingAndRetiredFactoryImages` |
| Lock-free validity must observe owner transitions | Static
volatile-read reasoning plus native
`BoundRequestCannotDispatchWhileNativeReplacementIsPendingAsync`,
`BoundResponseRejectsInvalidationAfterNativeDispatchAsync`,
`BoundClientCannotRetryAcrossFaultedManagedEntryReplacementAsync`:
**12/12 each TFM**; Core binding/pooled ownership controls **17/17 each
TFM** |
| Correct owned XML documentation | “an unmanaged” and one multiline
`ReferenceUpdate.Next` summary; scoped whitespace/INFO and build
evidence below |

Factory controls are **not** claimed as a deterministic factory RED, and
public transport controls are **not** claimed as a deterministic
weak-memory RED. No private-lock reflection, artificial production seam,
or source-name assertion was added. The TypeTable RED uses the real
`ILocalNode.NodeClass` callback during node preparation, and both
expected RED receipts/TRX were retained.

All accepted review runs use the unchanged admitted SDK wrapper, normal
project references, sole mutex, one node/no shared compiler, finite
resource guards and canonical short-C build outputs. Source hashes were
frozen per command and matched the committed bytes afterward. SDK
ownership was released **before** commit/push/review replies. No
automatic merge was requested.

Scoped whitespace passed across the four affected projects. Review INFO
classification is **0 owned findings / 13 untouched baseline findings
excluded** (whole-file formatter exits 1,1,0,0); no baseline
RCS1140/RCS0055 expansion or suppression. The final normal net10 public
Client/Core/Types trim/AOT-analyzer closure passed **0 warnings / 0
errors**. This is not a NativeAOT publish/run.

<details>
<summary>Accepted review command payloads and results</summary>

These exact argument payloads were executed through the unchanged
guarded SDK wrapper. `$proof` expands to the protected results-directory
below. Successful explicit builds of the same source preceded the
`--no-build` runs.

```powershell
$proof = 'C:\Users\mschier\.copilot\session-state\a3b74048-c52f-4c87-8773-7a46c9ab0087\files\qualification-review-4752'

# Exit 0: 148 passed, 0 failed
dotnet test tests\Opc.Ua.Types.Tests\Opc.Ua.Types.Tests.csproj -f net48 -p:CustomTestTarget=net48 -p:UseArtifactsOutput=true -p:ArtifactsPath=C:\cp56-a3b7-v2 -nr:false --no-restore --verbosity minimal --filter "FullyQualifiedName~EncodeableFactorySnapshotTests|FullyQualifiedName~TypeTableTests" --logger "trx;LogFileName=review-types-green-net48.trx" --results-directory $proof

# Exit 0: 148 passed, 0 failed
dotnet test tests\Opc.Ua.Types.Tests\Opc.Ua.Types.Tests.csproj -f net10.0 --no-restore --no-build --filter "FullyQualifiedName~EncodeableFactorySnapshotTests|FullyQualifiedName~TypeTableTests" --logger "trx;LogFileName=review-types-green-net10.trx" --results-directory $proof -p:CustomTestTarget=net10.0 -p:UseArtifactsOutput=true -p:ArtifactsPath=C:\cp56-a3b7-v2 -nr:false --verbosity minimal

# The following two per-TFM payloads each exited 0:
# Core: 17/17 net48 and 17/17 net10.0; Client: 12/12 net48 and 12/12 net10.0
foreach ($tfm in @('net48', 'net10.0')) {
    dotnet test tests\Opc.Ua.Core.Tests\Opc.Ua.Core.Tests.csproj -f $tfm --no-restore --no-build --filter "FullyQualifiedName~SessionBindingResponseTests|FullyQualifiedName~SessionBindingContextTests" --logger "trx;LogFileName=review-actual-core-green-$tfm.trx" --results-directory $proof -p:CustomTestTarget=$tfm -p:UseArtifactsOutput=true -p:ArtifactsPath=C:\cp56-a3b7-v2 -nr:false --verbosity minimal
    dotnet test tests\Opc.Ua.Client.Tests\Opc.Ua.Client.Tests.csproj -f $tfm --no-restore --no-build --filter "FullyQualifiedName~BoundRequestCannotDispatchWhileNativeReplacementIsPendingAsync|FullyQualifiedName~BoundResponseRejectsInvalidationAfterNativeDispatchAsync|FullyQualifiedName~BoundClientCannotRetryAcrossFaultedManagedEntryReplacementAsync" --logger "trx;LogFileName=review-actual-client-green-$tfm.trx" --results-directory $proof -p:CustomTestTarget=$tfm -p:UseArtifactsOutput=true -p:ArtifactsPath=C:\cp56-a3b7-v2 -nr:false --verbosity minimal
}

# Exit 0: 0 warnings, 0 errors
dotnet build src\Opc.Ua.Client\Opc.Ua.Client.csproj -f net10.0 -p:CustomTestTarget=net10.0 -p:UseArtifactsOutput=true -p:ArtifactsPath=C:\cp56-a3b7-v2 -nr:false --no-restore --verbosity minimal
```

The six expanded GREEN commands, exact results/TRX hashes and two
expected RED commands are retained in
`qualification-review-4752\qualification-summary.json`, SHA256
`C5E71A4D8D37BAC8803F6DF38B6BCE2B70F3D0AFD5DEC8493FAE9DB440DCFB5A`.
Committed/qualified byte identity is in `publication-identity.json`,
SHA256
`CD9515FE96703F8B241F2B7B9B71F73EF0FF2626C2C8BCCE40307971A8F8E809`.
Per-command raw exits, guards, hashes and reports are retained outside
disposable build roots.

For each record in the protected `format-inputs.json` (Types/Core/Client
libraries and Types.Tests), the recorded Project/Include values expand
these exact payloads:

```powershell
# Workspace properties recorded with the formatter receipts:
$env:CustomTestTarget = 'net10.0'
$env:UseArtifactsOutput = 'true'
$env:ArtifactsPath = 'C:\cp56-a3b7-v2'

# All four exit 0
dotnet format whitespace $Project --no-restore --verify-no-changes --verbosity minimal --include $Include

# Exits 1,1,0,0 due only to untouched baseline findings; owned=0, baseline=13
dotnet format $Project --no-restore --severity info --verify-no-changes --verbosity minimal --report "$proof\formats\review-info-$i" --include $Include
```

Initial fresh matrix evidence remains separately identified and
unchanged: Types274/Core119/Client151/server137 net10;
Types274/Core119/Client151/server135 net48, all passing. Qualification
base remains `0dff94bd378e79b8cf1a47e1aaf340f9b4b40048`; the initial
published head was `9fee4583`. All 16 initial exact command
arrays/results/TRX hashes remain in protected
`qualification-v2\qualification-summary.json`, SHA256
`88E10240C20049B59A3401BE007C6528A85DF2F3DCFAF9D11D908CEF2946DA4E`.

Failures/incidents remain retained rather than relabeled as success:
original disappeared-root historical counts are invalidated; the
large-TRX controller DOM-parser failure is preserved separately from
accepted streaming receipts; the review argument-array
defect/default-D-output controls are preserved but excluded from
canonical review qualification. Correctly separated argument rechecks
produced the accepted short-C Core/Client receipts. The sole SDK wrapper
was not changed.

Full UA.slnx, measured coverage increase, CLA verification, NativeAOT
publication and current-head/master CI/CodeQL remain unclaimed. Actual
merge—not resolved review threads—unlocks Wave B.

</details>
2026-10-13 06:25:43 +02:00
romanett 0dff94bd37 Server quick wins from the o6 benchmark gap analysis: admission sizing, sampling permission cache, routed Read dispatch (#4743)
The o6-automation benchmark gap analysis listed several server quick
wins that need no wire or public API change. This PR implements three of
them. The 2.0 server now passes the benchmark's 10 clients × 1000
outstanding Reads test with the benchmark's own queue sizing. Its 100 Hz
sampling capacity grows about 7–10× on the same machine, and a
single-value Read allocates 8 % less.

## Results

Paired A/B against `master` (071660354): alternating builds, 3 rounds (5
for Read), medians, 24-core machine shared with other sessions.
Allocated bytes and CPU per operation are the reliable signal here.
Throughput varied up to 3× between rounds of the same build, so it is
listed only where the result is pass/fail.

| Scenario | Server alloc / op | Server CPU / op | Result |
|---|---|---|---|
| o6 `sub_client`, 2048 counters, 10 ms sampling, 1 s publishing |
**2309 → 111 B / sample (−95 %)** | **3.75 → 1.14 µs / sample (−70 %)**
| PASS on both |
| Harness `counters`, 2048 items, 10 ms / 1 s | 232 → 11.2 KB /
notification (−95 %) | −74 % | GC pause 644 → 24 ms in 12 s |
| **o6 sampling capacity** (largest count with every item ≥ 99 % of
samples, doubling from 1024, then bisect) | | | **2176–2304 →
16384–22528 items** (2 searches each) |
| o6 `client`, 10 × 1000 outstanding Reads, `MaxQueuedRequestCount =
10000` | | | **master fails 3/3 (BadServerTooBusy), this PR passes 3/3**
(31–36k req/s) |
| o6 `client`, 10 × 100 outstanding Reads | 7823 → 7556 B (−3 %) | ±0 |
|
| Read, 1 value (20 sessions) | 6534 → 6020 B (**−8 %**) | −1 % | |
| Read, 100 values | −1 % | ±0 | |
| Write, 100 values | −1 % | −5 % | |

For reference, open62541 (single thread, same Windows machine and native
client) sustained 5632 items in the gap analysis.

## Changes

### 1. `MaxQueuedRequestCount` admits that many established requests
(Balanced / TrustedReservations)
- `ServerResourceIsolationOptions.CreateRuntimePlan` carved the
bootstrap, reconnect, control and trusted floors out of the configured
queue, so established sessions could queue only `N − 3`. The default
totals of the decoded-request admission stages (RequestQueue,
RequestQueueBytes, ParkedRequest) now add the floors on top; the shared
capacity equals the configured value.
- `FairRequestQueue` takes its physical bound from the provider's stage
capacity (internal `IResourceIsolationCapacitySource`), so the protected
entries stay reachable when the shared part is full.
- RequestExecution keeps its floors inside the worker limit, so an idle
worker remains for protected requests. Explicit `Stages[].Capacity`
overrides keep their meaning as absolute totals including the floors.

### 2. Sampling without a role permission check per sample
- Since #4503 every sampling cycle called `ValidateRolePermissionsAsync`
for every item. For a `CustomNodeManager2` node that built full node
metadata (13-attribute read, namespace defaults via sync-over-async,
three nested node manager operations) only to return Good: about 80 % of
the 2.3 KB per sample.
- Each sampling loop now keeps per-item state between cycles:
ReadValueIds, result buffers and the last permission verdict. A verdict
is reused while the item's Session, effective identity and node handle
are unchanged and no permission change was signalled:
- `NodeState` bumps an internal version counter when `RolePermissions`
or `UserRolePermissions` of any node change (setter or Write);
- `IConfigurationNodeManager.DefaultPermissionsChanged` (namespace
defaults);
- a new `EffectiveIdentity` instance (ActivateSession with another user,
or roles refreshed after `RoleConfigurationChanged`).
- Independently, every item is revalidated once per second, spread over
the cycles, which bounds the delay for permissions that a node manager
computes without a signal (`OnReadRolePermissions`, custom
`ValidateRolePermissionsAsync`).
- The loop reuses its item snapshot until items are added or removed,
reads all items of one owner with one context instead of a LINQ
`GroupBy` (items moved to another session by TransferSubscriptions still
use the per-owner path), marks disabled items processed instead of
rebuilding the list, and checks for a detached loop without taking the
group lock.
- `Opc.Ua.Types` grants `InternalsVisibleTo` to `Opc.Ua.Server` for the
version counter.

### 3. Read and Write call only the node managers routed for the request
- `NodeManagerServiceDispatcher.ReadAsync`/`WriteAsync` called every
node manager. Every `AsyncCustomNodeManager` (configuration,
diagnostics, core, …) then copied the system context and allocated a
dictionary and a list, even with none of the requested nodes in its
namespaces.
- Validation now collects the namespace routes of the valid operations
and the dispatcher skips node managers outside them. Every manager of a
requested namespace is still called in dispatch order, so overlapping
managers keep their precedence. A namespace without a route still calls
every node manager, which keeps `BadNodeIdUnknown` and custom routing
unchanged.
- Not done: reusing the handle resolved during validation inside
`ReadAsync` needs a new node manager overload (public API), so nodes are
still resolved twice. HistoryRead and Call keep the old dispatch: Call
routes by object and method, and HistoryRead releases continuation
points per manager.

## Behaviour notes
- **`MaxQueuedRequestCount`** keeps its 1.5.x meaning again: established
sessions can have that many decoded requests waiting. Balanced and
TrustedReservations size the RequestQueue stage at
`MaxQueuedRequestCount + floors` (for example 10,003 for 10,000). A
deployment that relied on the smaller queue lowers
`MaxQueuedRequestCount` or sets the RequestQueue `Capacity`.
`docs/MigrationGuide.md`, `docs/ResourceIsolation.md` and
`docs/ServerScalability.md` are updated.
- **Permission changes for sampled items** still apply within one or two
sampling cycles when they come through
`NodeState.RolePermissions`/`UserRolePermissions`, namespace default
permissions, or a new effective identity. Permissions that a node
manager computes without changing those (for example
`OnReadRolePermissions` or a custom `ValidateRolePermissionsAsync`)
apply within one second instead of on the next sample.
`docs/NodeManagers.md` describes it.
- **Custom node managers** that process Reads or Writes of nodes in
namespaces they did not register receive those calls only while some
valid node of the request is in an unrouted namespace. Such a manager
registers its namespaces with `RegisterNamespaceManager` (documented in
`docs/NodeManagers.md`).

## Testing
- New unit tests:
- `RuntimeResourceIsolationTests`: plan sizing per mode, explicit
capacities, and a fair queue that admits exactly `MaxQueuedRequestCount`
requests from four owners, rejects the next and still admits bootstrap
and reconnect.
- `SamplingGroupPermissionCacheTests`: verdict reuse, revocation through
node RolePermissions in the same cycle, namespace default change,
identity change, periodic revalidation, disabled items. Each change is
injected inside the Read of a known cycle, so the tests do not depend on
timing.
- `NodeManagerDispatchRoutingTests`: non-owning managers are skipped,
several owners keep result order, an unrouted namespace still calls
everyone, two managers of one namespace keep their precedence, Write.
- net10.0: `Opc.Ua.Server.Tests` 8462 passed,
`Opc.Ua.Subscriptions.Tests` 643 passed, `Opc.Ua.Sessions.Tests` 851
passed / 379 skipped, `Opc.Ua.Core.Tests` (Stack.Server) 1858 passed,
`Opc.Ua.Stress.Tests` Contract|Integration 45 passed; 0 failures.
- net48 build of `Opc.Ua.Server.Tests` clean; `dotnet format whitespace`
clean.
- Measured with `perf/ServerLoadHarness` and the o6 scenarios (`o6read`,
`o6counters`) from the gap-analysis harness, which is not part of this
PR.

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 08:52:09 +00:00
Klaus Landsdorf b0d8ca0d3a Server: session-less service invocation (OPC 10000-4 §6.3) with AddSessionlessInvocation (#4659)
Marc answered the five design questions (2026-10-05). This update
implements the answers; see "Design decisions" at the end.

# Description

OPC 10000-4 §6.3 lets a client invoke a subset of the services without
CreateSession/ActivateSession. The request then carries either an Access
Token in `RequestHeader.authenticationToken` or no token at all. The
server today only offers the low-level
`ISessionManager.ValidateSessionLessRequest` event. Without a handler,
every request whose token names no session is answered with
`Bad_SessionIdInvalid`, including a request without a token. That is the
code a client of an expired session expects; for a session-less request,
§6.3.1 has a server that does not support the invocation answer
`Bad_ServiceUnsupported`.

This PR adds built-in session-less invocation behind an opt-in and keeps
the existing event as the way to take over completely.

## Changes

### `AddSessionlessInvocation()`
(`src/Opc.Ua.Server/Hosting/OpcUaServerBuilderExtensions.cs`)

```csharp
services.AddOpcUa()
    .AddServer(options => { /* … */ })
    .AddSessionlessInvocation(o => o.AllowAnonymous = false)  // the default
    .AddJwtIssuer(/* … */);   // validates the Access Tokens
```

- Registers `SessionlessInvocationOptions`.
`DependencyInjectionStandardServer` applies them to the `SessionManager`
in use, including one created by a registered session manager factory,
unless that manager already has options.
- Without dependency injection: `SessionManager.SessionlessInvocation =
new SessionlessInvocationOptions()`.
- Without either, nothing changes apart from the
`Bad_ServiceUnsupported` answer below.

### `SessionlessInvocationOptions` (new, `src/Opc.Ua.Server/Session/`)

- `AcceptAccessTokens` (default `true`): an Access Token in
`RequestHeader.authenticationToken`, carried as a String NodeId, is
handed to the server's identity registry (`IServerIdentityRegistry`, the
one ActivateSession uses) as an issued JWT token (OPC 10000-6
§7.6.5.2.3). The resulting identity runs the request. §6.3.1 requires an
encrypted channel for the token, so it is only accepted over
SignAndEncrypt or HTTPS.
- `AllowAnonymous` (default `false`): a request without a token runs as
an anonymous user. Without it, such a request is rejected with
`Bad_IdentityTokenInvalid`.
- `MaxConcurrentRequests` (default 64) and
`MaxConcurrentRequestsPerChannel` (default 16): the budget for
session-less requests, see below. Zero does not limit; a negative value
is rejected.

### Budget for session-less requests (`SessionlessRequestBudget`, new,
internal)

#4541 bounds channels and incomplete messages. A session-less request
has no Session to be accounted for, but it occupies a worker and keeps
its channel active. It gets a budget of its own:

- **Two limits**, checked and taken together under one
`System.Threading.Lock`: concurrent requests on the server, and on one
channel. A request refused by the channel limit takes no server-wide
place. The channel is the SecureChannel on opc.tcp. The HTTPS bindings
use one SecureChannel id per listener, so their requests are grouped by
peer address (IPv4-mapped IPv6 addresses count as IPv4).
- **Answer**: `Bad_ServerTooBusy` ("The Server does not have the
resources to process the request at this time."), the code #4541's
request queue uses when it has no room. `Bad_TooManyOperations` means
too many operations in one request, so it does not fit.
- **Lifetime**: the place is taken before the identity is checked, which
also bounds the validations that run at the same time. The lease is
attached to the `OperationContext` and returned when the context is
disposed, which every service does with `using`, however the request
ends (completed, failed, cancelled). A rejected token, a handler error
or exception, and a cancelled validation return it at once. A lease
releases once, however often it is disposed. Channel entries are removed
with their last request.
- **Scope**: it applies to every session-less request on a manager that
has `SessionlessInvocation` set, including requests a
`ValidateSessionLessRequest` handler decides. A handler without
`AddSessionlessInvocation` runs without a limit, as before. Requests
with a Session token and services outside the §6.3.1 set are not
counted.
- The limits are read for each request, so a change of the options
applies to the next request.

### `SessionManager`

- **Service sets:** a request without a session is limited to the
service sets §6.3.1 allows: View (without
RegisterNodes/UnregisterNodes), Attribute, Method, NodeManagement and
Query. Every other service keeps answering `Bad_SessionIdInvalid`.
`IsSessionlessService(RequestType)` is public.
- **Request without a token:** with session-less invocation not enabled
and no `ValidateSessionLessRequest` handler, it is answered with
`Bad_ServiceUnsupported` (§6.3.1). A token that names no session stays
`Bad_SessionIdInvalid`.
- **Precedence:** a registered `ValidateSessionLessRequest` handler
still decides first, unchanged apart from the service-set limit.
`ValidateSessionlessRequestAsync` is `protected virtual` for servers
that need their own rules.
- **Roles:** the identity of a session-less request goes through the
role resolution ActivateSession applies to the effective identity of a
Session (the `ResolveRoles` part of `AddMandatoryRoles`: the
`MustChangePassword` restriction, `IRoleManager.ResolveGrantedRoles`, so
mapped Access Token claims and the built-in AuthenticatedUser role).
This includes an identity a `ValidateSessionLessRequest` handler sets.
There is no client application certificate without a Session, so no
TrustedApplication role and no application-based mapping.
- **Cancellation:** cancelling an Access Token validation propagates as
`OperationCanceledException` so the endpoint maps it to the status of
the request lifetime (previously it became `Bad_UnexpectedError`). The
budget place is still returned.
- **Log:** a rejected Access Token is logged with a dedicated
`[LoggerMessage]` (`ServerEventIds.SessionManager + 18`, the next free
id after #4632).

### Documentation

- `docs/SessionlessInvocation.md` (new, linked from `docs/README.md`):
which services, enabling it, caller identity, the answers without the
feature, the request limits, the handler, calling the server over
opc.tcp and the REST binding.
- `docs/ResourceIsolation.md`: a short section "Requests without a
Session" pointing to the budget.
- `docs/DependencyInjection.md`: `AddSessionlessInvocation` in the
identity extension tables.

## Tests

- `Opc.Ua.Server.Tests/SessionlessInvocationTests` (mocked server
internals):
- `SessionlessRequestIsUnsupportedUnlessEnabled`,
`AnUnknownSessionTokenStaysBadSessionIdInvalid`,
`ServicesOutsideTheSessionlessSetStillNeedASession` (7 services),
`TheServiceSetLimitAppliesBeforeAValidateSessionLessRequestHandler`,
`AValidateSessionLessRequestHandlerTakesPrecedenceAsync`;
-
`SessionlessRequestWithoutIdentityIsRejectedUnlessAnonymousIsAllowedAsync`,
`SessionlessAccessTokenIsValidatedByTheIdentityRegistryAsync`,
`AnAccessTokenNoAuthenticatorHandlesIsRejected`,
`SessionlessAccessTokenRequiresAnEncryptedChannel` (None, Sign),
`SessionlessAccessTokenIsAcceptedOverSignAndEncryptAsync`,
`AccessTokensCanBeDisabled`,
`IsSessionlessServiceFollowsTheServiceSetsOfPartFour` (21 cases),
`ValidateSessionlessRequestRejectsMissingArguments`;
- wiring: `AddSessionlessInvocationRegistersTheConfiguredOptions`,
`AddSessionlessInvocationRejectsANullBuilder`,
`TheHostedServerAppliesTheOptionsToItsSessionManager`,
`TheHostedServerAppliesTheOptionsToAFactoryCreatedSessionManager`,
`TheHostedServerKeepsOptionsTheSessionManagerAlreadyHas`.
- End to end against the reference server,
`Opc.Ua.Sessions.Tests/SessionlessServiceInvocationTests` (opc.tcp,
`SessionClient` on a channel without CreateSession):
- `ReadWithAnAccessTokenNeedsNoSessionAsync` (SignAndEncrypt),
`AnAccessTokenOnAnUnencryptedChannelIsRejectedAsync`,
`ARequestWithoutAnIdentityIsRejectedAsync`,
`SubscriptionsStillNeedASessionAsync`;
- one sample per service set: `ViewServicesRunWithoutASessionAsync`
(Browse, TranslateBrowsePathsToNodeIds),
`AttributeServicesRunWithoutASessionAsync` (Write, HistoryRead),
`MethodServicesRunWithoutASessionAsync` (Call),
`NodeManagementServicesRunWithoutASessionAsync` (AddNodes). They check
that the service runs and reports its operation result, not a missing
session or an internal error, since #4632 hardened only
Browse/BrowseNext against a missing session. Query is not sampled:
`StandardServer` does not implement QueryFirst/QueryNext.
- REST binding,
`HttpsWebApiIntegrationTests.SessionlessReadOverRestRunsWithAnAccessTokenAsync`
(Compact and Verbose): `POST /read` with the Access Token as String
NodeId (`"AuthenticationToken": "s=<token>"`), and the same request
without a token.
- **Budget**, `Opc.Ua.Server.Tests/SessionlessRequestBudgetTests` (22
tests):
- the budget itself: server limit and release, channel limit that takes
nothing from the server, server limit checked first, zero does not
limit, a lease releases once, HTTPS grouped by peer address (IPv4-mapped
form too), 200 concurrent callers against the limits (exactly the limit
granted, none above the channel limit, parallel release leaves zero and
no tracked channel), 16 callers acquiring and releasing in a loop
(high-water mark never above the limit);
- through `SessionManager.ValidateRequestAsync`: `Bad_ServerTooBusy`
over the server and the channel limit, disposing a context twice
releases once, places returned after a rejected Access Token, an
unencrypted channel, a missing identity, a cancelled validation (while
it waits, the place is taken), a handler error and a handler exception;
the budget also limits requests a handler decides, and a handler-only
server has none; requests outside the service set and requests a
disabled server refuses take no place; changed limits apply to the next
request and new options start a new budget;
  - options: finite defaults, negative values rejected.
- **Budget end to end**,
`Opc.Ua.Sessions.Tests/SessionlessServiceInvocationTests.SessionlessRequestsRunInABudgetOfTheirOwnAsync`
(opc.tcp, requests held in the Access Token validation): the third
request over a limit of two gets `Bad_ServerTooBusy`; after release,
five sequential reads and five reads of an unknown node (operation
result bad) all pass; a channel limit of one refuses the second request
on that channel while another channel's request is admitted.
`ARequestWithoutATokenIsUnsupportedWhileTheFeatureIsOffAsync`:
`Bad_ServiceUnsupported` for a request without token on a server without
the feature, `Bad_SessionIdInvalid` for a token that names no Session.
- **Fail without the change**: the places-returned tests fail when the
budget does not release on failure (4 of 22 fail with the release in
`SessionManager` removed; the other budget tests use API this change
adds). `SessionlessRequestIsUnsupportedUnlessEnabled` and
`TheServiceSetLimitAppliesBeforeAValidateSessionLessRequestHandler` are
unchanged from the first version.
- **Review follow-up (`e9a35980b`)**:
`SessionlessAccessTokenReceivesTheRolesMappedFromItsClaimsAsync`,
`SessionlessAccessTokenWithoutTheMappedClaimIsNotGrantedTheRoleAsync`,
`AnAnonymousSessionlessRequestIsGrantedTheAnonymousRoleOnlyAsync`,
`TheIdentityOfAValidateSessionLessRequestHandlerReceivesTheMappedRolesAsync`,
`AValidateSessionLessRequestHandlerThatSetsNoIdentityKeepsNoIdentityAsync`;
end to end
`ARoleMappedNodeIsReadWithTheRolesMappedFromTheAccessTokenAsync` (the
ServerDiagnosticsSummary, readable for SecurityAdmin only, is denied for
a token whose claim is not mapped, readable once the rule maps it,
denied for another token) and
`ACancelledAccessTokenValidationAnswersTheTimeoutAndReturnsItsPlaceAsync`.
The anonymous and no-identity tests guard unchanged behavior. With the
`SessionManager.cs` change removed the three claim-mapping tests, the
end-to-end role test (`Bad_UserAccessDenied`), the end-to-end
cancellation test (`Bad_UnexpectedError` instead of `Bad_Timeout`) and
`ACancelledValidationReturnsItsPlaceAsync` fail. Lines of this commit
were not re-measured for patch coverage; the figure below is for
`496f84fce`.
- **`ClientTest`**: the three assertions that accepted
`Bad_ServiceUnsupported` too are back to master (`Bad_SessionIdInvalid`
only), so the PR no longer touches that file. Since #4646 a closed
`Session` refuses a request without authenticationToken itself; the
server code is not reached. The three tests pass with the single code
(12 cases on net10.0).
- Results on macOS: `Opc.Ua.Server.Tests` full run on net10.0 8076
passed / 9 skipped / 1 failed
(`ACancelledValidationReturnsItsPlaceAsync`, which asserted the old
`Bad_UnexpectedError` mapping; updated to the propagated cancellation
and passing); the session-less, SessionManager and role filters 368
passed / 0 failed on net10.0 and on net8.0, and the session-less
invocation and budget tests 73 passed on net10.0 after the last test was
added. `Opc.Ua.Sessions.Tests` with the
HTTPS/WebApi/WSS/OpenApi/Sessionless/ClientTest filter: 400 passed / 241
skipped / 0 failed on net10.0 and on net8.0 (the earlier host-name
failures were an environment issue of the test machine and are gone).
- Builds: `Opc.Ua.Server`, `Opc.Ua.Server.Tests` and
`Opc.Ua.Sessions.Tests` for net48, net8.0, net9.0 and net10.0 and
`Opc.Ua.Server` in Release net10.0: 0 errors, no new warnings (the
CA2213 in `SamplingGroup.cs` and the CA1861/CA2025 in other test files
are on master too).
- `dotnet format` (whitespace, style, analyzers `--severity info`, one
`--include` per changed file): no finding on a changed line. What
remains is on master lines (`SessionManager.cs` 552, 1374, 2205 and
`DependencyInjectionStandardServer.cs` 228) and the line-ending finding
of a macOS checkout.
- Coverage (`.azurepipelines/check-coverage.ps1` against master, only
the session-less tests of `Opc.Ua.Server.Tests` on net10.0): patch
105/116 changed lines (90.5 %). The 11 uncovered lines are Session-bound
lines of `ValidateRequestAsync` and the lockout logger that moved with
the change; the rest of the suite covers them. The project floor is not
meaningful for this subset.
- Fork CI and CodeQL: previous head `0fba9f21d` (master incl. #4674
merged): [CI run
37307824769](https://github.com/biancode/UA-.NETStandard/actions/runs/37307824769)
green (one net48 timing test, `KeepAliveHandlerV2Async`, failed in the
first attempt and passed on the job rerun; the PR does not touch
subscriptions), [CodeQL run
37307829138](https://github.com/biancode/UA-.NETStandard/actions/runs/37307829138)
green. Current head `e9a35980b`: [CI run
37364178979](https://github.com/biancode/UA-.NETStandard/actions/runs/37364178979),
[CodeQL run
37364182697](https://github.com/biancode/UA-.NETStandard/actions/runs/37364182697)
(results pending).

## Design decisions

Marc's answers (2026-10-05) and what the PR does:

1. **Built in** when `AddSessionlessInvocation` was used. Done.
2. **Service-set limit for all paths**: it applies before a
`ValidateSessionLessRequest` handler too. Done, unchanged.
3. **`Bad_ServiceUnsupported`** for a request without a token on a
server without the feature. Done, unchanged. A token that names no
Session stays `Bad_SessionIdInvalid`.
4. **Identity model**: an Access Token in the RequestHeader, validated
as an issued JWT token through the identity registry, anonymous only by
opt-in. Unchanged. The REST authentication is #4674, now in master.
5. **Separate budget** for session-less requests: added, see "Budget for
session-less requests". Open: no limit per identity yet (identities are
claims-defined, so the keys would be unbounded); say if you want one.

## Related Issues

- Fixes #4658
- Relates to #4657 (the REST binding's session-less service set), #4646
(a closed `Session` no longer sends requests without token), #4541
(resource isolation) and #4674 (REST authentication)

## 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. (Affected
suites on net10.0 and net8.0 locally on macOS; .NET Framework is covered
by the fork CI's Windows net48 legs.)
- [ ] 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: Marc Schier <marcschier@users.noreply.github.com>
2026-10-06 07:07:52 +00:00
Marc Schier c4e0721a29 Add a documentation learning path and fix issues found while verifying it (#4555)
## Summary

### Documentation
- Stage the documentation index as a learning path: a first application,
independent client, server, and PubSub paths, then data and services,
companion models, production, advanced integration, and draft or
experimental capabilities.
- Add Getting started (repository samples or NuGet packages), OPC UA
concepts, Your first information model, and a production readiness
checklist.
- Add Native AOT application publishing, a first PubSub publisher and
subscriber exchange, and the UDP transport options.
- Add or expand contents navigation throughout `docs/`, and keep
contributor documentation separate.
- Correct outdated SDK examples and capability guidance, consolidate
repeated explanations into canonical guides, and repair local links and
heading structure.
- Rewrite What's New in 2.0 as a concise feature overview with short
linked details; keep migration instructions in the Migration Guide.
- Expand the feature catalogue with specification IDs, GDS, LDS, the OPC
10000-21 onboarding registrar, ISA-95, xRegistry, OpenUSD, and
sample-local models; distinguish draft status, explain crypto
pluggability, and bring performance guidance forward.
- Address review feedback on wording, active monitored items during
shadow reload, and the `Samples.md` filename and references.
- Regenerate the `opcua-v20-migration` plugin's bundled copy of the
migration guides so it matches the edited `docs/migrate/2.0.x` guides.
- Merge the latest `master`, preserving upstream resource-isolation
guidance within the task-based documentation index.
- Retain deferred Lingity findings where appropriate; this PR does not
claim that every document meets the Lingity score thresholds.

### Fixes found while verifying the guides
Each fix has regression tests that fail without it.
- **Client:** V2 subscriptions compared their lifetime with the
operation timeout instead of the session timeout, and logged a spurious
warning. `ISubscriptionEngineContext`, which is new in 2.0, gains a
`SessionTimeout` property; implementations must add it.
- **PubSub:** a subscriber now registers the `DataSetMetaData`
configured on its readers (OPC 10000-14 6.2.9.4), and the UADP decoder
decodes DataSetMessages that carry no ConfigurationVersion. Before, a
secured subscriber of the reference sample received no DataSets.
- **Source generator:** a ModelDesign method that declares its arguments
inline, without a method type, produced code that did not compile; it
now uses `MethodState`. The generated code of existing models is
unchanged.
- **MinimalClient sample:** waits for its first data-change notification
before it disconnects.

### Known issues, not addressed here
- UDP multicast: the publisher does not send on the interface that the
subscriber joins, and `MulticastLoopback` defaults to false. The PubSub
guide uses unicast for the exchange on one computer.
- The UDP metadata announcement is sent unsecured on secured writer
groups; a secured subscriber drops it with a warning.
- A server does not start in globalization-invariant mode, because
`ResourceManager` creates `CultureInfo("en-US")`. The Native AOT guide
cautions against the mode.

## Validation
- `git diff --check` and
`./.azurepipelines/validate-migration-plugin.ps1` (15 bundled migration
docs validated, plugin manifests synchronized).
- Local Markdown links, anchors, file-link casing, and contents lists
checked across all 87 documents under `docs/`. The index links every
top-level guide and every target of the previous index.
- Both Getting started routes, Your first information model, the PubSub
exchange, and the Native AOT publish of the Getting started client and
server were run as documented. The NuGet route and the tutorial use the
public `2.0.0-preview.5` packages.
- The changed libraries build for all target frameworks in Release
without warnings.
- Tests on .NET 10: Opc.Ua.SourceGeneration.Tests 199 passed;
Opc.Ua.SourceGeneration.Core.Tests 3,977 passed, 8 skipped;
Opc.Ua.Server.Tests `Fluent` category 621 passed; Opc.Ua.Client.Tests
subscription-engine tests 70 passed; Opc.Ua.PubSub.Tests 1,374 passed, 2
skipped; PubSub fuzz replay 145 passed. The new and affected tests also
pass on .NET Framework 4.8.
- Earlier merge validation: 174 resource-isolation tests passed on .NET
10.
- The full solution suite was not run locally.

Review and validation artifacts are maintained outside the repository.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-09-28 19:19:39 +00:00
Marc Schier f9892020a3 Add configurable server resource isolation (#4541)
# Description

Add configurable server resource isolation on top of the merged #4522
foundation.

- Coordinate connection, handshake, retained-message,
session-establishment, queue, execution, request-cost and parked-request
limits through one server-scoped provider.
- Keep configured startup, continuity/reconnect, control and
trusted-owner reservations inside existing totals. Shared capacity
remains usable up to explicit owner ceilings.
- Use authoritative Session membership for reassembly continuity
capacity without granting unrelated resource or rate privileges.
Preserve explicit owner mappings and bounded tracking.
- Cache immutable classification evidence while retaining current
Session and classifier checks.
- Support weighted request ordering or FIFO independently of resource
accounting. Installed providers enforce decoded-request limits in both
modes.
- Preserve fail-fast reassembly, valid Abort handling, fixed deadlines,
active-work protection, reverse-connect handoff and bounded OpenAPI
processing.
- Support custom-handler parking through `IRequestParkingPolicy`,
`WithRequestParking(...)`, and `RequestLifetime.ParkSink`. Parking
releases execution capacity only, keeping retained-data and parked
charges until completion. Built-in Publish and the global opt-out remain
unchanged.
- Provide direct, fluent and DI configuration, public incoming-request
parking support, effective startup limit logs and user-facing
documentation.

Balanced remains the default. SharedOnly without an explicit provider
retains shared behavior for intentionally incompatible/unlimited
configurations. Reservations are finite and are not one full-message
allowance per Session.

## Related Issues

Builds on merged #4522. Fixes #4554.

## Review and CI corrections

All three previously missed findings in [review
5326734718](https://github.com/OPCFoundation/UA-.NETStandard/pull/4541#pullrequestreview-5326734718)
are addressed in `9e25e4ecc`:

1. A custom FIFO provider receives RequestQueue, RequestQueueBytes,
RequestExecution and ParkedRequest accounting. A blocked head cannot be
overtaken.
2. `IResourceIsolationReassemblyProvider` replaces the sessionless
threshold independently of `UseFairScheduling`. The aggregate byte
ceiling remains enforced.
3. Runtime `ReservedReassemblyBytes` includes all configured protected
stage floors, including ControlReserved.

The review's two already-resolved changes remain intact.

The CI collection race was fixed at its source in `e1a994a4b`:
`ArrayOf.ToArrayOf` treats a separately read collection count as an
initial capacity hint and grows/trims for the actual enumeration.
Deterministic tests cover growth, shrinkage and stale-zero counts.

The subsequent recovery-test race was fixed in `05753ce77`: fake time
advances only after a gated keepalive response has been processed and
reset its timer, not merely after request arrival. Recovery-order and
timeout assertions remain intact, with additional response-state
assertions. Instrumentation reproduced the original failure twice; both
fixed variants passed 400 executions per framework.

CodeQL alert 388 was verified and dismissed as a false positive. Startup
logs contain aggregate numeric capacities, not credentials or caller
identities.

## Validation

| Scope | Result |
| --- | --- |
| Latest automated checks at `05753ce7775a58801b4ba9d8f6d7781b709d0b89`
| 167 successful, one package-publication check skipped, no failures |
| Remaining external prerequisite | `license/cla` pending: Contributor
License Agreement is not signed yet |
| FIFO/weighted queues, custom parking and server-channel selection |
175 passed on each net10.0/net48 |
| Isolation, configuration and parking-hosting selection | 259 passed
net10.0; 257 passed net48 |
| ArrayOf conversion tests | 73 passed on each net10.0/net48 |
| Recovery-audit and keepalive fixtures | 40 passed on each
net10.0/net48 |
| NativeAOT smoke from preceding updates | Published and executed
successfully |

No tests, assertions, coverage thresholds, or required checks were
weakened. The remaining CLA prerequisite must be completed through [CLA
Assistant](https://cla-assistant.io/OPCFoundation/UA-.NETStandard?pullRequest=4541).

This is not CTT certification or an unconditional network-DDoS,
whole-process-memory or fleet-wide guarantee.

## 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.
- [ ] 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.
- [x] 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>
2026-09-27 21:11:52 +02:00