Commit Graph

96 Commits

Author SHA1 Message Date
romanett 28f1401324 Server: cut request-path lock contention and allocation; add load harness (#4707)
Profiling the reference server under load showed most request-path CPU
spent spinning on contended locks, plus several avoidable allocations
per request or per node. This PR removes them, switches the reference
server to Server GC, and adds the load harness used to measure it.

## Results

Paired A/B against `master` (3 alternating rounds, medians, 20 sessions,
workstation GC on both sides, 24-core machine):

| Scenario | Throughput | p50 | p90 | Server CPU / op | Server alloc /
op | Lock contention |
|---|---|---|---|---|---|---|
| Read, 1 value | **+45%** (94k → 137k req/s) | −20% | −46% | −37% |
−39% | −94% |
| Read, 100 values | **+40%** | −26% | −17% | −24% | −25% | +130% ¹ |
| Read, 100 values, SignAndEncrypt | **+48%** | −36% | −20% | −30% |
−26% | +106% ¹ |
| Browse (Server object) | **+33%** | −31% | −12% | −13% | −14% | −40% |
| Write, 100 values | +13% | −12% | −4% | −10% | −19% | −23% |
| Data-change subscriptions | ±0 ² | ≈ | ≈ | −14% | −17% | −29% |

¹ The faster server spends more time in the remaining per-node locks.
² Throughput is bounded by the writer rate in this scenario.

Separately, Server GC instead of workstation GC doubles Read-100
throughput (21k → 44k req/s) and cuts p90 from 2.1 ms to 0.6 ms, because
workstation GC paused the server for about half the wall time under
load. The working set grows from ~210 MB to ~430 MB.

## Changes

- **`ObjectPool<T>`**: lock-free slot array. `ConcurrentBag.Count` took
every per-thread lock on each `Return` of the pooled response value-task
source, once per request.
- **`FairRequestQueue`**:
- drops redundant gate entries: the fail-fast pre-checks and the stopped
check read volatile fields and are re-checked under the gate; the owner
count is folded into selection;
- coalesces wake pulses with a pending flag, so the bounded signal
channel's lock is only taken when no token is outstanding. Wake-count
semantics in the tests are unchanged.
- **`DefaultServerResourceIsolationProvider`**:
  - compares peer addresses without `GetAddressBytes()` allocations;
- builds the unsecured verification context only when a classifier is
configured.
- **TCP listener / channel**: caches the certificate DER copies per
channel, keyed on the certificate instance. `X509Certificate2.RawData`
returns a fresh copy on every access, and the listener read it for every
request.
- **`EndpointBase`**: resolves the request `ActivitySource` once instead
of `Assembly.GetCallingAssembly()` per request.
- **Node managers**:
- one `ServerSystemContext` copy per request (cached on the
`OperationContext`) for per-node callbacks: permission metadata, node
metadata, view membership, method lookup;
  - removes a discarded copy in `GetReferenceDescriptionAsync`;
- per-request operation caches are plain `Dictionary` instead of a
`ConcurrentDictionary` with 24 lock objects;
  - the validation cache is built in one pass;
  - fixes zero-capacity error lists.
- **`ResourceManager`**: translation lookups read an immutable snapshot
that is rebuilt after writes. Browse serialised on the global lock for
every display name.
- **`MonitoredItem`**: shares the default `DataChangeFilter` instead of
allocating one per sampled value.
- **Reference server**: `ServerGarbageCollection=true`; new "Garbage
collector mode" section in `docs/ServerScalability.md`.
- **`perf/`**: `ServerLoadHarness` (out-of-process server plus load
driver, server-side CPU/GC/alloc/contention deltas, optional
`dotnet-trace` capture), `TraceAnalyzer` (TraceEvent-based
CPU/allocation/contention aggregation), and paired A/B scripts. Not part
of `UA.slnx`.

### Behaviour notes for custom node managers
- The `IDictionary<NodeId, NodeState>` operation cache handed to
overrides is now a `Dictionary`. It was a `ConcurrentDictionary`, but
only one request flow uses it.
- Within one request, per-node callbacks of a node manager share one
`ServerSystemContext` copy.

### Later commits on this PR
- **Permission checks without `NodeMetadata`** (`9068684c3`): the
role-permission and access-restriction validators run on an internal
`PermissionMetadata` struct; `AsyncCustomNodeManager` fills it on the
stack from the same attributes and namespace defaults. Browse's
reference filter reads 3 attributes per target instead of 13. Read 100
values: 120.6 → 95.7 KB/request, ~21k → 26k req/s; Browse 67.6 → 51.8
KB, 26.7k → 29.8k req/s.
- **Read-only channel evidence** (`936b28d76`, `dc638ab9f`):
`SecureChannelContext.ClientChannelCertificate`,
`ServerChannelCertificate` and `ChannelThumbprint` are `ByteString`, so
the cached per-channel certificate buffer is shared without a copy and
cannot be altered by handlers or classifiers. **Public API change**, see
the new section in `docs/MigrationGuide.md`. The isolation provider's
revalidation snapshot still copies.
- **Session lookup** (`936b28d76`):
`SessionManager.TryGetSessionContext` takes the candidate snapshot
without the bindings lock; the validating check under the lock is
unchanged (2 instead of 4 global lock acquisitions per request).
- Unit tests for `ObjectPool`, the per-request system context cache, the
translation snapshot, `SecureChannelContext` null semantics and a
stopped `FairRequestQueue`; `perf/` follows the repository conventions.

## Testing
- `Opc.Ua.Server.Tests` (net10.0): 8386 passed before the `ByteString`
change. After it, 13 secure-session and isolation tests failed; both
causes are fixed in `dc638ab9f` and those tests (25 with their variants)
pass. A full rerun of the Server, Sessions, Core, Redundancy, LDS and
GDS suites on the final commit is in progress.
- Full solution builds for net10.0 and net48; `dotnet format whitespace`
clean.

### o6-automation opcua-benchmarks (sampling, deep pipelines)
Replicated both tests of the [o6-automation
benchmark](https://github.com/o6-automation/opcua-benchmarks) in the
harness (`--scenario counters`, and `read` with 10 clients × N
outstanding), paired against `origin/master`:

| Test | master | this PR |
|---|---|---|
| Subscription sampling, 100 Hz, every item ≥ 99 % of samples, 1 item |
FAIL (75–94 %) | PASS (100 %) |
| same, 1024 items | FAIL (64–73 %) | PASS (99.9 %) |
| same, capacity | — | between 4096 and 6144 items (~410–520k samples/s)
|
| Read, 10 clients × 100 outstanding, None | stalls (0–1.7k req/s) |
121–131k req/s |
| Read, 10 clients × 100 outstanding, SignAndEncrypt | stalls (0 req/s)
| 89–91k req/s |
| Read, 10 clients × 1000 outstanding | channels faulted
(`BadTcpNotEnoughResources`) | 0 errors, ~45–54k req/s |

- **Fixed-rate sampling** (`30b769d13`): the sampling loop waited one
interval after each sample, adding timer overshoot and sampling time to
every cycle; samples now have absolute deadlines.
- **Async response send** (`cdac5c5ca`): `SendResponse` blocked
thread-pool workers on the channel gate; with many requests in flight
the receive loop that was handed the gate waited for a pool thread and
the channel stalled. The TCP, Kestrel TCP and WebSocket listeners now
use `SendResponseAsync`.
- **Backpressure instead of channel fault** (`191cd2ba7`): server
channels stop reading while more than 100 responses are queued and
resume at 50, instead of faulting the channel. Client channels keep
reading. At 10,000 outstanding requests throughput is ~50k req/s with or
without the limit engaged, so the remaining gap to the 100-per-client
case is not the backpressure.

## Not changed
- `SentMessageQueue` deep-clones every `NotificationMessage`. Retained
messages return their pooled payloads on acknowledgement while the
response copy may still be queued for send, and a client can acknowledge
a sequence number before receiving it; the clone keeps a recycled
payload from reaching another session's response. Removing it needs a
send-completion hook from the transport.
- Generated responses allocate a default `ResponseHeader` that is
replaced (~2-3 % of per-request allocation). Fixing it means making
structure fields of every generated type lazily initialized, a
generator-wide change to default values, equality and encoding.

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

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-09 13:00:49 +02:00
romanett 61edaa1ed0 Remove netstandard2.1 and net472 target frameworks (#4624)
# Description

Drops support for **netstandard2.1** and **.NET Framework 4.7.2**.
Libraries now target `net48`, `net8.0`, `net9.0` and `net10.0`.
`Opc.Ua.Types` and `Opc.Ua.SourceGeneration.Core` still also target
`netstandard2.0`, but only because the Roslyn source generators load
them. There is no general netstandard2.0 support.

**Preprocessor directives** (112 files)
- Every `#if`/`#elif` mentioning `NETSTANDARD2_1*`, `NET472*`,
`NET_STANDARD_TESTS`, `SKIP_ECC_CERTIFICATE_REQUEST_SIGNING` or
`NETSTANDARD*` was evaluated against the remaining TFM set (net48,
net8/9/10, plus netstandard2.0 inside `Opc.Ua.Types`/`tools`) and
simplified. Dead branches were removed.
- Example: `NETSTANDARD2_1 || NET8_0_OR_GREATER` → `NET8_0_OR_GREATER`.
- Example: `NET8_0_OR_GREATER || NET472_OR_GREATER` → removed (always
true).
- Netstandard-only code was removed: `UnixFileModeShim`, the CRDT
reflection path in `ReplicatedGossipOptions.CreateReaderOptions`, and
the netstandard2.1-only test variants.

**Custom test logic**
- `targets.props` drops the `net472`, `netstandard2.0` and
`netstandard2.1` `CustomTestTarget` profiles, `NetStandardTests` and
`SKIP_ECC_CERTIFICATE_REQUEST_SIGNING`. Supported values are now
`net48`, `net8.0`, `net9.0`, `net10.0`.
- The `NET_STANDARD_TESTS` define is removed from 29 test projects.
- The "build netstandard shells as net10.0" overrides are removed from
18 projects.
- `RestrictForLegacyTfm` now only applies to `net48`.
- `tests/customtest.bat` is updated to the new values.

**Build / packaging / CI**
- MSBuild TFM conditions are simplified: Kestrel package choice, MQTTnet
v4 (net48 only), BouncyCastle, Di/OpenUsd/Vision/Stress test excludes,
and `System.IO.FileSystem.AccessControl` (dropped from Core).
- The MigrationAnalyzer nuspec drops its net472/netstandard2.1 lib
groups. The Azure signing lists are updated.
- `get-ci-matrix.ps1` removes the net472/netstandard test profiles
(including the PR-gating `linux-netstandard2.1`) and the matching build
legs.

**Breaking API change (2.0 preview):** removed
`HttpsTransportListener.IsWssTransportSupported` and
`ReplicatedGossipOptions.IsGossipStateDecodingSupported`. They only
returned `false` on netstandard2.1 and are now always `true`. The test
guards that used them were removed as well.

**Docs**
- NuGet READMEs, `README.md`, `DeveloperGuide.md`, `PubSub.md`, the
certificate/ECC/identity docs and the 2.0 migration guide (plus its
`.agents` skill mirror) are updated.
- The migration guide notes that 4.7.2 consumers must move to 4.8 and
netstandard2.1 consumers to net8.0+.

### Reviewer notes
- The `System.IO.FileSystem.AccessControl` `PackageVersion` pin is left
in `Directory.Packages.props`. It has no direct reference any more, but
transitive pinning is on, so it was kept to avoid shifting resolved
versions.
- The `#if` rewrite was done mechanically by a truth-table evaluator.
The diff in the `.cs` files is limited to directive lines, removed dead
branches, and stale-comment updates.

### Verified locally
- `dotnet build UA.slnx -p:CustomTestTarget=net48`: 0 errors.
- `dotnet build UA.slnx -p:CustomTestTarget=net10.0`: 0 errors.
- Default multi-target builds (no `CustomTestTarget`) of Opc.Ua.Types,
Bindings.Https, PubSub.Mqtt and Redundancy.Server succeeded.
- net10.0 tests:
  - Opc.Ua.Redundancy.Server.Tests: 840/840 passed.
  - Opc.Ua.Types.Tests: 11363 passed, 1 skipped.
  - ModelDependencyScanner tests: 20/20 passed.
- The full test suite was **not** run locally.

## Related Issues

- None

## 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.
- [ ] 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 Opus 5.5 <noreply@anthropic.com>
2026-10-02 17:09:49 +02:00
romanett 2ef6628902 Restrict private key permissions on the netstandard2.1 build (#4542)
# Description

`DirectoryCertificateStore` only restricted private key directories and
files (and only checked existing directories for private access) under
`NET8_0_OR_GREATER || NET472_OR_GREATER`. The **netstandard2.1** asset
of `Opc.Ua.Core` — used by .NET Core 3.1–7, Mono and Unity consumers —
therefore wrote private keys with default (typically world-readable)
permissions, and `HasPrivateAccess` always returned `false`.

The first run of the new GitHub nightly ([run
36017168717](https://github.com/OPCFoundation/UA-.NETStandard/actions/runs/36017168717))
surfaced this in `test-windows-netstandard2.1 (3/12)` and
`test-linux-netstandard2.1 (3/12)`:
- Linux:
`ExistingDirectoryPermissionFailureIsAcceptedOnlyForPrivateAccessAsync`
— store directory not restricted to `0700`.
- Windows: the same test's unsafe-access cases did not throw
`UnauthorizedAccessException`, and
`NewPrivateKeyPreservesInheritedAccessToExistingKeysAsync` lost access
for trusted identities.

The tests were correct; this fixes the product code.

## Changes
- **Windows:** reference `System.IO.FileSystem.AccessControl` 5.0.0 for
`netstandard2.1` only, so the existing ACL code compiles for every Core
target; the `#if` guards around it are removed. ⚠️ New package
dependency for the netstandard2.1 target.
- **Unix:** new internal `UnixFileModeShim` (netstandard2.1 only) sets
`0700`/`0600` through a libc `chmod` `DllImport` (same pattern as
`Opc.Ua.PubSub.Eth`). No reflection, so it stays NativeAOT compatible.
- netstandard2.1 cannot read Unix modes portably (the `stat` layout is
platform specific), so `HasPrivateAccess` fails closed there. `chmod`
only fails for a caller that neither owns the path nor is root, and that
caller could not use a `0700` path anyway.

## Testing
- `dotnet test tests/Opc.Ua.Core.Tests -c Release
-p:CustomTestTarget=netstandard2.1 -f net8.0 --filter
FullyQualifiedName~DirectoryCertificateStoreTests` on Windows: 34/34
passed (the 3 CI failures included).
- Same filter with `CustomTestTarget=net10.0`: 34/34 passed.
- Linux netstandard2.1 not run locally (no WSL); relies on CI.

## Related Issues

- Fixes the netstandard2.1 nightly failures introduced with #4503.

## 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.
- [ ] 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 Opus 5.5 <noreply@anthropic.com>
2026-09-25 07:50:53 +02:00
Marc Schier 23be306c65 Update NuGet dependencies (#4536)
## Summary

- update NuGet dependencies to their latest compatible stable releases
while retaining documented compatibility, native, security, and mocking
pins
- align the nbgv CLI with the central `Nerdbank.GitVersioning` version
(3.10.94) and fail explicitly on tool installation/update errors
- update the synchronized OpenUSD family to `0.14.0-alpha`; adapt the
Vision blank-frame fixture to the new `RenderDiagnosticsState`
constructor argument
- retain `Microsoft.CodeAnalysis` API packages at the existing 5.0/4.14
host bands: Roslyn 5.9 requires Immutable/Metadata 10.0.1+, while the
retained older compiler-host closure is intentionally pinned to 9.0.0

## Dependency updates

- `Dekaf` 1.17.0 → 1.21.1
- legacy ASP.NET Core 2.3 dependencies → 2.3.13; net8/net9
authentication and WebApi test packages → 8.0.31/9.0.20
- `Microsoft.CodeAnalysis.Analyzers` 4.14.0 → 5.9.0
- `TUnit` 1.68.0 → 1.69.0
- `Avalonia` / `Avalonia.Desktop` 12.1.2 → 12.1.3
- schema-test `System.Collections.Immutable` overrides 10.0.11 → 10.0.12
- `AzureSignTool` 3.0.0 → 7.0.1 and `NuGetKeyVaultSignTool` 3.0.45 →
3.2.3
- eight direct OpenUSD packages 0.12.0-alpha → 0.14.0-alpha

## Validation

- `dotnet restore UA.slnx --disable-parallel`
- clean `UA.slnx` Release build with `CustomTestTarget=net10.0`
- `UA.slnx` Release builds with `net48` and `netstandard2.1`
- OpenUSD and Vision test suites on net8/net9/net10: 882/882/921 and 484
passed + 1 environment skip on each target
- full `Opc.Ua.Tools.Tests` net10.0: 963 passed, 1 skipped
- source-generator package validation against a locally packed release
package set
- updated signing tools installed in an isolated directory; existing
`sign` CLI options verified without credentials
- nbgv 3.10.94 bootstrap exercised in simulated GitHub CI; disposable
committed fixture verified canonical and case-invalid release refs with
a four-component version

## Limits

No protected signing/publication, Linux/macOS native rendering, or full
stress/nightly suites were run locally.
2026-09-24 14:19:09 +00:00
Marc Schier 7bd90d1ed7 Update dependencies and re-enable macOS NativeAOT (#4493)
## Description

Updates unpinned NuGet dependencies to current compatible stable
versions, pins the repository and CI to .NET SDK 10.0.401 (.NET
10.0.12), and re-enables the macOS ARM64 NativeAOT lane.

The existing intentional pins remain unchanged, including Moq,
compatibility/security remediation pins, Roslyn compatibility versions,
coordinated OpenUSD packages, and per-TFM MQTTnet/ASP.NET Core bands.
The .NET 10.0.12 `Microsoft.DotNet.ILCompiler` package provenance was
verified against the runtime relocation-anchor fix required for the
Apple linker failure.

## Related Issues

- Fixes #4443

## Validation

- `dotnet restore UA.slnx`: passed
- Targeted .NET 10 build: passed
- Core schema tests: 160 passed
- Main NativeAOT tests: 178 passed
- Historian NativeAOT tests: 2 passed
- MCP NativeAOT tests: 3 passed
- `git diff --check`: passed

## Checklist

- [x] 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.
- [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-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: marcschier <11168470+marcschier@users.noreply.github.com>
2026-09-17 15:15:38 +02:00
Marc Schier 7fe8b30cc3 Publish migration plugin marketplace and update NuGet dependencies (#4358)
# Description

- Replace the Azure DevOps continuous-preview feed with the GitHub
Packages
NuGet feed, including its classic PAT `read:packages` requirement, while
  retaining nuget.org for official public 2.0 preview releases.
- Document one-shot MCP execution with `dotnet tool exec` and `dnx`.
- Make this repository registerable as the `opcua-dotnet` Copilot
marketplace
  and package `opcua-v20-migration` as an installable plugin.
- Bundle the 15 thematic migration documents for offline plugin use and
add a
  CI check that keeps the bundle and marketplace metadata synchronized.
- Align the migration analyzer guidance with current master, including
the new
`UA0030` analyzer while retaining `UA0029` as a runtime-shim-only marker
with
  reserved diagnostic metadata.
- Restrict generated collection-shim type discovery to consumer source
declarations before the exact `System.<Type>` / `Opc.Ua.<Type>` metadata
  fallback, with regression coverage for dependency-only metadata.
- Update 52 unpinned NuGet package IDs across 60 central entries, plus
two
  schema-test overrides, while preserving documented compatibility and
  security pins.

## Related Issues

- Fixes #4330

## Validation

- `dotnet build UA.slnx -c Release --no-restore`: 0 warnings, 0 errors.
- Migration analyzer tests across net472, net48, net8.0, net9.0, and
net10.0:
  795 passed, 0 failed, 0 skipped.
- The migration plugin bundle, manifests, PowerShell, XML, links, and
isolated
  marketplace installation validate successfully.
- The direct and transitive NuGet vulnerability audit reports no known
  vulnerabilities.
- A full solution test run was completed before merging current master.
Its
remaining failures were existing locale, path-length, GPU, shared-state,
and
flaky integration failures. Persistent cases reproduced on the
pre-update
commit, while isolated reruns cleared the dependency-relevant Core, GDS,
  Sessions, Subscriptions, and durable-queue failures.

## 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.
- [ ] 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: e0ecb0e9-e5ef-4b2f-9922-41a7d42b0372
2026-08-31 19:42:24 +00:00
Marc Schier 4eccafbe2f Remove AAS projects and samples (#4359)
# Description

Remove the Asset Administration Shell projects and samples from the
mainline
repository while preserving the complete implementation and history on
the
`aas` branch.

This change:

- removes the `Opc.Ua.Aas`, `Opc.Ua.Aas.Client`, `Opc.Ua.Aas.Server`,
and
  `Opc.Ua.Aas.WoT` projects;
- removes the AAS test project, AOT coverage, sample, and documentation;
- removes AAS entries from `UA.slnx`, the expected package list, and
related
  build configuration;
- removes the now-unused `System.IO.Packaging` package version; and
- updates remaining documentation and comments so they no longer
advertise
  removed AAS functionality.

The preservation branch `aas` points to the original `master` commit
before
this removal.

## Related Issues

- None.

## Validation

- `dotnet restore UA.slnx`
- `dotnet build UA.slnx -c Release --no-restore`
- Repository-wide sweep for dangling AAS project, package, file, and
  documentation references

The full Release build completed with zero errors. It reported 31
existing
analyzer warnings in files unrelated to this change.

## 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. (Not applicable: this removes
a feature and its tests.)
- [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>
2026-08-31 17:08:04 +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
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
Copilot aad9e9b1c1 Document Opc.Ua.Core.Diagnostics trim/AOT exclusion and suppress reflection IL2075 warnings (#4249)
## Description

`Opc.Ua.Core.Diagnostics` has two trim/AOT defects that are invisible
today because the assembly is not marked `IsAotCompatible`:
`NicCaptureSource.StartAsync` carries
`[RequiresDynamicCode]`/`[RequiresUnreferencedCode]` that its interface
member `ICaptureSource.StartAsync` lacks (IL2046/IL3051), and
`ServiceCallReassembler` reflects over `IEncodeable` properties by name
(IL2075 ×3), which under trimming silently returns `null` instead of
failing loudly.

### NicCaptureSource / ICaptureSource mismatch
- Left as-is: `ICaptureSource` stays unannotated since most capture
sources don't need the SharpPcap dynamic-loading requirement, and
`NicCaptureSource` genuinely does.
- Documented explicitly in `Opc.Ua.Core.Diagnostics.csproj` that the
project is deliberately **not** `IsAotCompatible`/`IsTrimmable` for this
reason, mirroring the existing pattern in
`Opc.Ua.Mcp.Diagnostics.csproj`.

### ServiceCallReassembler reflection
- Verified the reflection-based property lookup is intentional (avoids
allocating via `ToArray()` just to get a count; covered by existing
tests).
- Added `[UnconditionalSuppressMessage]` with justification and a TODO
to `GetCollectionCount`/`GetPropertyString`, pointing at the
source-generated-accessor approach suggested as the long-term fix,
instead of leaving the reflection silently unannotated.

```csharp
// TODO: Replace these string-keyed property lookups with a source-generated
// accessor ... until then, GetType().GetProperty(...) here is unavoidable
// and is suppressed rather than silently left unannotated.
[UnconditionalSuppressMessage("ReflectionAnalysis", "IL2075:UnrecognizedReflectionPattern",
    Justification = "...")]
private static int? GetCollectionCount(IEncodeable message, string propertyName)
```

Verified by temporarily enabling `IsAotCompatible` locally: all 3
IL2075s resolve, leaving only the accepted/documented `NicCaptureSource`
IL2046/IL3051 mismatch.

## Related Issues

## 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.
- [ ] 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 #4236

---------

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>
2026-08-14 17:41:28 +00:00
Marc Schier 64d2834b2f Confine capture artifact paths to the configured base folder (#4247)
## What

`CaptureSessionManager.StartAsync` validates the caller-supplied
`SessionFolder`
against the configured capture base folder, then copies `PcapFilePath`
and
`KeyLogFilePath` from the same request through **without validating
them**.

Both reach the filesystem:

| Property | Sink | Effect |
| --- | --- | --- |
| `PcapFilePath` (write) | `PcapFileWriter.OpenCurrentFile` —
`FileMode.Create`, after `EnsureParentDirectoryExists` | truncates and
overwrites the named file, creating parent directories |
| `PcapFilePath` (read) | `ReplayCaptureSource` →
`PcapFormatter.FormatAsync` → `File.ReadAllBytesAsync` | returns the
named file's bytes to the caller |
| `KeyLogFilePath` | `OpenOrCreate` + seek to end | appends key material
to the named file |

`InProcessCaptureSource.ResolveArtifactPath` returns a rooted path
unchanged and
`Path.Combine`s a relative one without normalizing, so `..` traversal is
not
contained either.

Where those values arrive from outside the process — the MCP
`start_capture`
tool passes a `StartCaptureRequest` straight through — a caller can name
any
path the process can open, in either direction.

## Why this looks like an oversight

The containment already exists and is applied consistently everywhere
else in
this package. `PacketDecodeTools.DecodePcapWithKeysAsync` and
`PacketReplayTools.ReplayPcapAsync` both run caller paths through
`McpCapturePath.ResolveAndValidate(path, allowedRoot)` before use.
`start_capture`
is the one entry point that skips it.

## Change

Adds `ValidateAndResolveArtifactPath` beside the existing
`ValidateAndResolveSessionFolder` and applies it to both artifact
properties.
Relative paths are resolved against the validated session folder,
preserving
the `StartCaptureRequest` contract, and the result is then confined to
the
configured capture base folder. Containment comparisons are
case-insensitive on
Windows and case-sensitive on non-Windows platforms. Null and empty
paths pass
through untouched so sources keep deriving their default names inside
the
session folder.

## Tests

Five added to `SessionFolderValidationTests`:

- rejects a rooted `PcapFilePath` outside the base folder
- rejects `..` traversal in `PcapFilePath`
- rejects a rooted `KeyLogFilePath` outside the base folder
- accepts artifact paths inside the base folder and resolves relative
paths beneath the session folder
- rejects a case-variant sibling path on Linux

Each was verified to **fail without the change**. MCP capture, decode,
and
replay fixtures now place valid session artifacts beneath the configured
capture root while preserving explicit outside-root rejection coverage.
`SessionFolderValidationTests` (11/11) and the complete
`Opc.Ua.Tools.Tests` suite (430/430) pass locally.

## Note

This has security relevance for hosts that expose the MCP diagnostics
tools, so
it was also reported to `securityteam@opcfoundation.org` per
`SECURITY.md`.
Happy to close this and handle it privately instead if you would prefer.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: b8ab3763-b9bd-46ae-b0ef-045db26e5782
2026-08-13 08:20:33 +00:00
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
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
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 81d726b7ad Coordinate the robot cell, and make the twin show what it is actually doing (#4162)
# Description

`MinimalRobotServer` drove its two mobile manipulators through each
other. The platforms *did* clear — R1 and R2 trace figure-eights 1.2 m
apart at closest approach, exactly as `README.md` claimed — but each
**arm reaches 1.611 m** (link offsets `0.260 + 0.680 + 0.670 + 0.158`
from `robot.usda`), so the arms swept straight through one another while
the chassis politely missed. Clearance has to be argued about the
deployed arm, not the footprint.

Three related gaps sat alongside it: motion was open-loop (two
independent sine paths with no awareness of each other), only R1 had a
gripper, and nothing was ever actually picked — `PartA`/`PartB` were
static children of a single table and the arm replayed a canned
eight-pose loop unrelated to where either the robot or the table was.

This replaces all of that with a coordinated transfer cycle.

## Keeping them apart

The cell is divided into reservable zones, and a robot reserves the zone
*immediately ahead* before entering it, releasing the one behind once
clear — block signalling rather than a global schedule:

| Zone | Extent | Occupancy |
| --- | --- | --- |
| `EndZoneA` / `EndZoneB` | \|x\| > 1.3 m | one robot — a deployed arm
needs the whole end |
| `CorridorEastbound` | \|x\| ≤ 1.3 m, northern lane (y = 0.35) | one
robot |
| `CorridorWestbound` | \|x\| ≤ 1.3 m, southern lane (y = −1.15) | one
robot |
| `DockA` / `DockB` | around each charging dock (y = −2.0) | one robot |

Three rules follow:

- **Opposite-direction traffic passes**, being in lanes 1.5 m apart;
same-direction traffic queues rather than overtaking.
- **An arm may only leave its transport envelope inside an exclusively
reserved end zone.** This is the rule that actually fixes the reported
defect.
- **A robot with no work parks on its dock**, releasing the end zone so
the other robot can deliver into the station it serves.

That last rule is not cosmetic. Without it the cell deadlocks
permanently on the first handover: an idle robot standing beside its own
table blocks the very delivery it is waiting for. A state trace showed
R1 blocked at `x = 0.98` forever while R2 sat idle holding `EndZoneB`.
The docks are in a southern layby rather than beside the stations,
because a robot parked next to a station is close enough to foul one
turning into it.

## Where the part actually is

A carried part's pose is computed by forward kinematics
(`RobotKinematics`) from **the same six axis values the server
publishes**, not from the choreography that produced them — if the arm
and the part were computed independently they would visibly drift apart.
`RobotArmSolver` solves shoulder and elbow so the tool points down onto
a slot, and is checked against that same forward kinematics, landing the
tool on every slot of both tables to within 1e-6 m.

## Also simulated

Trapezoidal accel/cruise/decel travel with the heading following the
path; speed-and-separation slowdown near the other robot; an emergency
stop that now halts motion rather than only blinking the beacon; battery
drain with a charging detour; seeded grip-slip faults with floor
recovery; and KPIs (parts moved, cycle count, last/average cycle time,
utilisation, fault count). Both robots now carry a gripper.

## Two hidden couplings this surfaced

- `m_r1NodeId` was keyed on *"has a tool"*, so giving R2 a gripper
silently moved the dynamic-tool demo and the speed-override command
target onto R2. Now keyed on R1 explicitly.
- `RobotPositionsDriveLiveOpenUsdSceneAsync` sampled a fixed 1.2 s
window and assumed the robot was always moving. Under a duty cycle a
robot legitimately stands still while gripping, dwelling or charging, so
it now polls until movement is observed — the assertion's intent is that
live positions reach the scene, not that the robot never stops.

## Invariants are asserted, not assumed

`CellChoreographyTests` runs ten minutes of simulated time at 50 ms and
checks on **every step** that:

- oriented footprints never overlap (an oriented box, not a bounding
circle — the circle is so pessimistic for a 1.15 × 0.60 m platform that
it demands clearances no real cell would need);
- the two tool centre points never meet;
- a zone is never doubly occupied;
- arms only deploy inside an end zone;
- parts are conserved — never duplicated, lost or carried twice;
- a carried part sits exactly on the tool centre point.

Plus the round trip completing, KPIs accumulating, the emergency stop
halting every robot, dropped parts being recovered, and the battery
draining and recharging.

The README documents the zoning, traffic rules and cycle, **corrects the
misleading clearance claim**, and lists ten further realism extensions
that were deliberately not built (ISO 10218 / TS 15066
speed-and-separation monitoring, scanner cones, tool changer, inspection
station, conveyor infeed, gate interlock, torque telemetry, maintenance
counters, time-sampled pose history, traffic priority).

## Making the cycle visible

Running the sample end to end against the OpenUSD connector showed the
robots driving the cycle and the arms reaching the slots while **nothing
was picked up or moved**. The choreographer tracked part poses and
gripper opening purely in memory: the address space only ever exposed
the platform poses and the twelve axis angles, so a connector had
nothing to subscribe to for the parts and the blocks stayed wherever the
asset authored them.

A `CellTwin` folder now holds a `ThreeDCartesianCoordinates` position
and a `ThreeDOrientation` heading per part, plus a jaw position per
robot, bound to `/Cell/Parts/PartNN` and to the gripper jaws. The
variables are registered before the motion device system is built - a
binding can only carry a `SourceNodeId` that already exists - and sit
outside the robotics subtree, because a workpiece is not a device and
the robotics builder validates every node below its root as one it
allocated itself.

**The poses are published as structured vectors, not as a matrix.** A
viewer composes a prim's matrix from the vector translate and rotate
ops; the `matrix4d` profile is explicitly left unresolved by the
reference connector, which drops a binding it cannot convert *in
silence*. That is the shape the first attempt took, and it failed
without a word in any log.

The jaws needed the asset restructured. A carrier cube and a finger mesh
were siblings under the gripper body, so driving the carrier would have
slid it out from under the finger it is bolted to. Each jaw is now one
`Xform` owning both, declaring the single matrix op every live-bound
prim declares, with the finger points rebased onto the jaw origin.
Closed puts the finger faces on the 35 mm half-width of the block, so
the gripper grips it rather than passing through it.

`RobotAssetContractTests` now holds **every** live-bound prim to the
single-matrix contract, not just the two robot mount points.

## No part starves

Collecting the lowest free slot meant a part that never landed in slot 0
was never collected at all: with two parts seeded on `WorkTableA` the
second sat untouched for the life of the process while the robots
shuttled the other one past it - which reads in the twin as the robots
ignoring a block sitting in front of them. Parts are now stamped with
the order in which they came to rest and the one that has waited longest
is collected, which is what a real cell does with a buffer anyway.

Verified end to end: all three parts circulate between both tables, the
heading follows the carrying robot and resets on placement, and the jaws
stroke between open (0.060) and closed (0.047) as parts are gripped and
released.

The OpenUSD packages move to 0.3.0-alpha.

## The part was not in the gripper

Running it end to end showed a workpiece floating clear of the jaws that
were supposed to be holding it.

The platform pose and the workpiece pose leave the server as **separate
bindings published by different loops**: positioning at 5 Hz
(`UpdateIntervalMilliseconds = 200`), the simulation tick at 20 Hz. A
carried part rides the tool centre point, so it was being drawn against
a platform up to four ticks stale. Measured against the live scene with
the arm stowed — where the part-to-platform distance is fixed by
construction — the part sat anywhere between **0.65 m and 0.90 m** from
its platform instead of at a single distance. A quarter of a metre of
drift, three part widths, in front of a 96 mm jaw opening.

The platform now publishes at the tick rate, and a carried part is
derived from the pose that was **actually written to the address
space**, recorded at the `SetFrameValue` call site rather than where the
sample is produced. Each value was individually correct the whole time;
only their relationship was wrong, which is why nothing caught it.

`RobotOpenUsdE2eTests` now rebuilds the tool centre point from the
values authored into the scene and asserts a carried part sits on it. It
reproduced the defect at 0.49 m before the fix. The tolerance is the
sampling straddle of reading two independently delivered bindings — one
publish period is 43 mm at cruise — leaving an order of magnitude
between it and the defect.

Two assertions in the positioning test wanted the robots a metre apart
**in X**. They pass each other in opposite corridor lanes, where X is
all but identical and the separation is entirely in Y; and before the
first sample arrives both platforms sit on the zero frame and coincide
exactly. They now measure separation in the plane, once both have been
seen to move — this was failing intermittently on net48 already.

## The opening view

Framing the bounds of an enclosed scene automatically puts the eye
*inside* it: the viewport opened on a close-up of whichever robot
happened to be nearest, looking through the fence.

The cell now authors `/Cell/OverviewCamera` — the whole floor, both work
tables, the docks and the controller cabinet, from 12 m out at 28
degrees of elevation — and the connector opens on the first camera the
served root layer declares. It already had the plumbing to honour a
camera path; it was simply never given one. `--camera` still overrides
the choice outright, and `RobotAssetContractTests` asserts the
establishing shot is ordered before `/Cell/TopDownCamera`.

## The mounted gripper was never reported

`DynamicToolIsComposedAsync` was failing on both TFMs, in isolation, and
a longer timeout did not help. It predates this branch — I confirmed it
at `58fd5e8ca` with a clean worktree. It turned out not to be a flaky
test at all.

**Part 5 §9.32.2** lets only a node carrying a `NodeVersion` property
trigger a `ModelChangeEvent`, and `AsyncCustomNodeManager` drops entries
for nodes that lack one. Neither the mounted tool nor the robot it hangs
off had a `NodeVersion`, so **every addition was filtered out**. Removal
kept reporting, because a deleted node is no longer in the manager's
index and so takes the *"not mine, pass it through"* branch of the same
filter.

That asymmetry is what made it look like flakiness. A connector starting
while the tool was mounted composed it and could still deactivate it
later; one starting in the six-second gap was never told the tool
appeared and never composed it **at all, for the life of the process**.
Which happened depended only on the phase the fixture reached the test
in — near-constant, hence a consistent failure rather than an
intermittent one.

Measured directly before the fix: model-change events arrived only on
detach, exactly 18 s apart, and every resolve returned zero components:

```
14:00:12.738 SERVER mounted        <- no event
14:00:24.752 SERVER detached
14:00:24.801 model-change event    <- only this
```

After enabling model-change tracking on the robot, the prim tracks the
cycle — `A` = composed active (12 s mounted), `i` = inactive (6 s
detached):

```
....AAAAAAAAAAAAAAAAAAAAAAAiiiiiiiiiiiiAAAAAAAAAAAAAAAAAAAAAAAAiiiiiiiiiiii
```

**The test now asserts a transition**, not a momentary state: the prim
seen both active and inactive across more than one full cycle. Unlike
the old check this cannot pass on a connector that only ever hears about
one direction — which is exactly what the previous pair of tests could
not distinguish, since the sibling
`DynamicToolIsDeactivatedWhenDetachedAsync` was satisfied by the
*initial* compose and never exercised reconciliation at all.

Two robustness gaps in the connector fell out of this: a rejected
model-change monitored item was reported as success, leaving every
`Dynamic` component frozen at whatever it resolved at start-up; and the
initial compose ran *before* the subscription existed, so a change in
between was seen by neither. The first now fails loudly, the second
re-resolves once after subscribing.

`Opc.Ua.Di.Tests` is now **402/403 on net48** (was 3 failures) and on
net10.0, across three consecutive runs of the dynamic-tool tests on
each.

## Related Issues

- Fixes #4161

## 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: full `dotnet build UA.slnx -m:1
/p:UseSharedCompilation=false` — 0 errors, no new warnings.
`Opc.Ua.Di.Tests` 399/400 on **both net10.0 and net48** (1 pre-existing
skip), `Opc.Ua.OpenUsd.Tests` 635, `Opc.Ua.Robotics.Tests` 103.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
Copilot-Session: 8cbb8cd0-f0cb-4ab0-bea2-6202fbf69485
2026-08-04 06:58:29 +00:00
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 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 3490d9cd05 Use Dekaf by default for Kafka on all target frameworks (#4038)
# Description

Upgrade the Kafka transport from Dekaf 1.2.0 to 1.7.0 and use the
pure-managed Dekaf adapter by default on every supported target
framework.

- Enable the Dekaf adapter and its guard tests on `net472`, `net48`,
`netstandard2.1`, `net8.0`, `net9.0`, and `net10.0`.
- Retain the `Confluent.Kafka` adapter and factory as an opt-in DI
backend through `WithConfluentKafkaClient()`.
- Update the central dependency pins required by Dekaf 1.7.0.
- Validate NativeAOT/trimming compatibility on `net10.0` for the default
Dekaf backend; the opt-in Confluent backend remains JIT-only.
- Avoid per-header allocation on .NET Framework when Dekaf header memory
is array-backed.

Validation:

- Release builds passed with zero warnings for all six library target
frameworks.
- Kafka adapter and DI selection tests passed on `net48` and `net10.0`.
- `dotnet publish tests\Opc.Ua.Aot.Tests\Opc.Ua.Aot.Tests.csproj -c
Release -r win-x64 --self-contained true`
- The generated NuGet package includes Dekaf 1.7.0 and Confluent.Kafka
2.15.0 for every target framework.

## Related Issues

None.

## 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.
2026-07-23 10:18:11 +02:00
Copilot b76022d13d Add MinimalClient - lightweight OPC UA console client with fluent API (#4006)
# Description

Adds `MinimalClient`, a compact console OPC UA application demonstrating
the unified dependency-injection surface, secure endpoint discovery,
managed sessions, fluent V2 subscriptions, and Alarms & Conditions
support.

## Changes

- Adds `ConfigureApplication(options => ...)` to build and validate one
shared `ApplicationConfiguration` for combined client/server hosts.
- Extends `OpcUaClientOptions` so the existing `AddClient(options =>
...)` callback accepts application identity, PKI, and
certificate-validation settings like `AddServer(...)`.
- Composes root `ConfigureApplication(...)` values with client defaults
in either registration order; shared values take precedence and client
values fill gaps.
- Keeps server samples on their established `AddServer(...)`
configuration pattern.
- Adds `MinimalClient` as a .NET 10 Native AOT console application using
top-level statements and `HostApplicationBuilder`.
- Discovers a `SignAndEncrypt` / `Basic256Sha256` endpoint by default;
`--insecure` and `--auto-accept` are explicit opt-ins with warnings.
- Demonstrates fluent `AddSubscription(...)`,
`TryAddMonitoredItem(...)`, and `AlarmClientFactory` usage.
- Adds targeted configuration, client, and combined client/server tests.

## Example

```csharp
builder.Services
    .AddOpcUa()
    .AddClient(options =>
    {
        options.ApplicationName = "MinimalClient";
        options.ApplicationUri = "urn:localhost:OPCFoundation:MinimalClient";
        options.ProductUri = "uri:opcfoundation.org:MinimalClient";
        options.Session = new ManagedSessionOptions
        {
            SessionName = "MinimalClient",
            SessionTimeout = TimeSpan.FromSeconds(60)
        };
    })
    .AddDiscoveryAndConnect(options =>
    {
        options.DiscoveryUrl = discoveryUrl;
        options.SecurityMode = MessageSecurityMode.SignAndEncrypt;
        options.SecurityPolicyUri = SecurityPolicies.Basic256Sha256;
    })
    .AddSubscriptions()
    .AddAlarms();
```

## Related Issues

_If there is no issue yet, open one and link it 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.
- [ ] 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: romanett <romanett98@gmail.com>
Co-authored-by: Marc Schier <marcschier@hotmail.com>
2026-07-17 19:36:53 +02:00
Marc Schier 8538f531e7 Update paths for the consolidated repository layout 2026-07-16 06:26:05 +02:00
Marc Schier 7f409657ad OPC UA Part 4 6.6 Redundancy (server + client) with opt-in distributed high-availability (#3918)
## Summary

This branch implements **OPC 10000-4 §6.6 Redundancy** end to end —
server and client, **transparent and non-transparent**, across all
failover modes (`None`, `Cold`, `Warm`, `Hot`, `HotAndMirrored`,
`Transparent`) — and layers an **opt-in distributed high-availability
(HA)** capability on top so replicas can share address-space, session,
and subscription state and expose redundancy to clients through the
documented OPC UA mechanisms (for example, running a server replica set
across nodes in Kubernetes).

The single-instance, in-memory path stays **zero-overhead**: every
distributed feature is opt-in through dependency injection, with a
direct-construction fallback, and replaced APIs are kept and marked
`[Obsolete]`.

## New packages

| Package | Purpose |
| --- | --- |
| `OPCFoundation.NetStandard.Opc.Ua.Server.Redundancy` | §6.6 redundancy
nodes plus opt-in distributed state: shared address space, secure
session sharing, subscription/continuation-point mirroring, and leader
election. |
| `OPCFoundation.NetStandard.Opc.Ua.Server.Redundancy.Crdt` |
Active/active, leaderless multi-writer replication via CRDTs (an
extension beyond §6.6). |
| `OPCFoundation.NetStandard.Opc.Ua.Server.Redundancy.K8s` | Kubernetes
integration: Lease leader election, EndpointSlice peer discovery, and
ServiceLevel-driven readiness. |

Also adds the worked samples `Applications/RedundantServer` and
`Applications/RedundantClient`, and the guides
`Docs/HighAvailability.md` and `Docs/HighAvailabilityKubernetes.md`.

## Server side (§6.6)

- `AddServerRedundancy(...)` populates the live
`Server.ServerRedundancy` nodes (`RedundancySupport` plus
`RedundantServerArray` / `ServerUriArray` / `CurrentServerId`) and
drives `Server.ServiceLevel` from an `IServiceLevelProvider` (leader
high, standby low). `Server.ServerRedundancy` is typed to the
NonTransparent or Transparent subtype according to the configured mode.
- `AddRequestServerStateChange(...)` implements the §6.6.5
manual-failover method, with `EstimatedReturnTime` and the Maintenance /
NoData `ServiceLevel` sub-ranges.
- Non-transparent peers resolve through `FindServers`
(`ConfiguredRedundantServerSetProvider`) and advertise the `NTRS`
discovery capability for GDS/NTRS registration.
- Deterministic, replica-stable `EventId` synchronization for
Transparent and HotAndMirrored sets (§6.6.2.2), excluding per-replica
fields so de-duplicating clients do not double-process events.

## Client side (§6.6)

- `DefaultServerRedundancyHandler` reads `Server.ServerRedundancy` and
`Server.ServiceLevel` and fails over to the highest-ServiceLevel peer.
It honors Maintenance (Part 4 Table 105 — disconnect to an available
peer), keeps Warm backups disabled until failover (Table 107), and
treats peers known only through `ServerUriArray` as failover candidates.
- `RedundantManagedClient` implements the Cold, Warm, Hot (a), Hot (b),
and HotAndMirrored client patterns: one active session, optional
lightweight ServiceLevel status-check sessions to backups, and — for Hot
(b) — merging of concurrent reporting streams with exact value-identity
de-duplication. HotAndMirrored failover re-activates the mirrored
session with the existing `AuthenticationToken` instead of recreating
it.
- Network redundancy: alternate communication paths via endpoint
selection.

## Distributed state (opt-in; an extension beyond §6.6)

- `ISharedKeyValueStore` (in-memory default) and `INodeStateStore`, with
an `AddressSpaceSynchronizer` that bridges a `CustomNodeManager2`'s
predefined nodes to the shared store, so node and reference
additions/removals and value changes propagate to other replicas.
`IDistributedValueCache` lets read/write callbacks cache the last value
with a freshness bound; monitored items use the normal read pipeline and
therefore participate only when the read path does.
- **Secure session sharing (active/passive fast reconnect), server and
client.** `DistributedSessionManager` (wired through a new additive
`ISessionManagerFactory` seam on `StandardServer`) mirrors **encrypted**
session state across replicas. On a failover reconnect the standby
restores the session and performs the **full `ActivateSession`
client-certificate signature validation** against a **single-use**
`serverNonce` consumed via compare-and-swap across the replica set,
enforcing the same SecurityPolicy and SecurityMode. The
`AuthenticationToken` is a **lookup key only**, never an authenticator:
entries are keyed by the SHA-256 digest of the token, and a
cross-replica restore emits a distinct audit event.
- Subscription, retransmission-queue, and continuation-point mirroring
for subscription transfer and failover.
- Leader election: a static single-leader provider and a shared-store
**lease via compare-and-swap**, supporting active/passive and
active/active (shared-read / master-write).
- Fail-closed security defaults: shared records are protected at rest
through `IRecordProtector`; secret-bearing mirrors require a registered
protector or an explicit opt-out.

## Active/active (CRDT)

`Opc.Ua.Server.Redundancy.Crdt` adds leaderless multi-writer
address-space replication with CRDTs and gossip
(`UseReplicatedAddressSpace`) plus CRDT-backed session metadata
(`UseReplicatedSessions`). Networked gossip is **fail-closed without
authenticated transport** (mutual TLS for TCP; an explicit opt-out for
isolated dev/test). CRDT state is eventually consistent, so exactly-once
decisions (such as the single-use nonce registry) stay on a strongly
consistent store. The package is available on all stack target
frameworks.

## Kubernetes

`Opc.Ua.Server.Redundancy.K8s` provides Kubernetes Lease leader
election, EndpointSlice-based peer discovery, and ServiceLevel-driven
readiness for running an OPC UA server replica set.
`Docs/HighAvailabilityKubernetes.md` covers StatefulSet/Deployment and
Service manifests, RBAC, probes, time synchronization, secrets,
gossip-port NetworkPolicy, and GDS/NTRS registration.

## Compatibility and validation

- **Zero-overhead** single-instance default; additive,
backward-compatible seams (for example `ISessionManagerFactory` and
`IServerStartupTask`); replaced APIs marked `[Obsolete]` for migration.
- Builds across the full stack TFM set (`net472`, `net48`,
`netstandard2.0`, `netstandard2.1`, `net8.0`, `net9.0`, `net10.0`);
NativeAOT-compatible where the runtime supports it.
- Unit and integration tests for server, client, subscriptions, session
mirroring, CRDT, and Kubernetes; the conformance suite stays green.

See `Docs/HighAvailability.md` for the full OPC 10000-4 §6.6 mapping,
the `Add*` (standard nodes) versus `Use*` (extension) builder
convention, and the security/rotation guidance.

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-07-11 04:47:25 +02:00
Marc Schier 44560fd3aa Implement Apache Kafka transport for PubSub (Part 14 Annex B.2) with HA (#3942) (#3949)
Implements **#3942** (Apache Kafka transport for PubSub, OPC UA Part 14
Annex B.2) with HA publishers & subscribers (**#3924**, Part 14 §9.1.6).

## Kafka transport (Part 14 Annex B.2)
New `Opc.Ua.PubSub.Kafka` library mirroring the MQTT broker transport
and the existing `IPubSubTransport`/`IPubSubTransportFactory` +
injectable-adapter pattern:
- Profiles `pubsub-kafka-uadp` / `pubsub-kafka-json` (library-local
`KafkaProfiles`); `kafka://` / `kafkas://` addresses.
- Reuses the existing `Broker*TransportDataType` types (`QueueName` =
topic, `MetaDataQueueName` = metadata topic,
`ResourceUri`/`AuthenticationProfileUri` = auth,
`RequestedDeliveryGuarantee` = QoS) — no new DataTypes, matching the
spec.
- Normative `content-type` record header (`application/opcua+uadp` /
`application/json`); QoS → producer acks/idempotence; SASL/TLS auth with
passwords resolved via `ISecretRegistry`.
- `AddKafkaTransport()` DI (JSON + UADP factories),
`KafkaConnectionOptions` (bootstrap servers, GroupId, security, delivery
guarantee, offset policy).

### Dual-source client by TFM (AOT + broad TFM support)
Via the `IKafkaClientAdapter` seam:
- **net10.0 → Dekaf** (pure-managed, no native dependency) ⇒ the library
is `IsAotCompatible` and Kafka runs in the **NativeAOT-published**
sample directly.
- **net472 / net48 / netstandard2.1 / net8.0 / net9.0 →
Confluent.Kafka** (mature, native librdkafka).

**NativeAOT publish of `ConsoleReferencePubSubClient` (win-x64) was
validated end-to-end**: a 26.9 MB native binary with the Kafka/Dekaf
transport and **zero IL2xxx/IL3xxx trim/AOT warnings**.

## Field promotion to broker headers (builds on #3956)

Now that the PubSub transcoders (#3956) are on `master`,
`KafkaBrokerTransport` implements the `IPubSubHeaderTransport`
capability: transcoded DataSet fields selected via `PromoteFields(...)`
(fluent) or the `PromoteFields` / `PromotedFieldPrefix` route options
are surfaced as **Kafka record headers** — the broker-layer analogue of
the Part 14 PromotedFields concept, with *copy* semantics (the fields
remain in the encoded payload). The normative `content-type` header is
unaffected and values are invariant-formatted strings. This reuses the
existing `KafkaMessage.Headers` channel (already emitted by both the
Dekaf and Confluent adapters), so only the transport gained the
capability. Covered by `KafkaHeaderTransportTests` (net10.0 Dekaf +
net48 Confluent) and documented in `Docs/PubSub.md` under "Promoting
fields to broker headers".

## High availability (#3924, §9.1.6)
Transport-agnostic, additive, and **behaviour-neutral by default**:
- `IPubSubActivationCoordinator` (per-component Active/Standby +
`RoleChanged`) with the default no-op `AlwaysActiveCoordinator`.
- `IPubSubLeaseStore` + `InMemoryPubSubLeaseStore` (monotonic fencing
tokens) and `LeaseActivationCoordinator` (leader election with
per-component renew/acquire loops).
- Runtime wiring: `PubSubApplication` starts/stops the coordinator with
the app; `WriterGroup`/`ReaderGroup` gate at the enable/pause boundary —
Standby pauses publishing/dispatch, Active resumes. No-op under the
default coordinator, so existing behaviour is unchanged.
- Kafka HA: consumer `GroupId` drives Kafka-native subscriber failover;
`AtLeastOnce`/`ExactlyOnce` enable idempotent producing for
active-publisher handover.
- DI: `WithActivationCoordinator(...)` / `WithLeaseStore(...)`.

## Samples & docs
Kafka profiles (`KafkaUadp`/`KafkaJson`) added to the publisher &
subscriber samples; new `Docs/PubSubKafka.md` (config, DI, auth, QoS,
AOT note) linked from `Docs/README.md` + the `Docs/PubSub.md` transport
table.

## Tests & validation
- `Opc.Ua.PubSub.Kafka.Tests`: 82 tests, **80.28% line coverage** on the
Kafka source, using a `FakeKafkaClientAdapter` over an in-memory topic
bus. A **Testcontainers.Kafka** integration test runs a real
produce→consume round-trip and `Assert.Ignore`-skips when Docker is
unavailable.
- HA failover tests (`PubSubActivationFailoverTests`): leader election +
failover, fencing-token monotonicity, writer/reader standby gating
(deterministic, `FakeTimeProvider`).
- `Opc.Ua.PubSub.Tests`: **1134 passed / 0 failed** (1130 existing + 4
new).
- Full `UA.slnx` net10 build: 0 errors; the only warnings are
pre-existing CA warnings in unrelated test projects (new code is
0-warning). net48 (Confluent path) validated for the transport + test
project.

### Dependencies (approved)
- `Dekaf` (MIT, pure-managed, net10-only) and `Confluent.Kafka` 2.15.0
(Apache-2.0) + `librdkafka.redist` (BSD-2).
- Test-only `Testcontainers.Kafka` 4.13.0 (MIT).
- Dekaf's net10 package required bumping the `Microsoft.Extensions.*` /
`System.*` 10.0.8 servicing family to 10.0.9.

Closes #3942
2026-07-07 15:41:55 +02:00
Marc Schier ec6a5e432f Server session scalability: admission control, retry-after signaling, and held-Publish decoupling (#3946)
# Description

Server session scalability work: the reference server degrades
gracefully under connect storms, holds many thousands of steady-state
long-polls on a small worker pool, and gives clients
diagnostics-independent backpressure signals so they ramp instead of
hammering. This combines three related efforts — and merges in #3950 —
all follow-ups to the scalability analysis in #3941
(`Docs/ServerScalability.md`).

Server admission control / rate limiting is **enabled by default** with
conservative limits (it sheds excess load with a fast `BadServerTooBusy`
rather than altering steady-state behavior), and the held-Publish
decoupling is on by default; the HTTPS rate limiter and the client-side
connect gate are opt-in. Nothing here changes the shipped
`MaxSessionCount` (100).

## 1. Admission control / rate limiting

- **TCP listener admission** — a configurable token-bucket connection
gate (socket backlog default 512, raised from a hard-coded 10) sheds
over-limit connections cheaply instead of accepting and starving them.
- **Session-establishment admission** — `CreateSession` /
`ActivateSession` acquire from a concurrency limiter; over-limit
requests fault fast with **`BadServerTooBusy`** before the CPU-bound
certificate validation / signing, instead of queueing behind the
address-space lock.
- **CreateSession RSA out of the lock** — the server-nonce signature
runs outside the session semaphore, so a slow signature no longer
serializes unrelated session establishment.
- **HTTPS/Kestrel** — `AddHttpsRateLimiter(...)` attaches an ASP.NET
Core rate limiter to the HTTPS binding via dependency injection.
- Built on `System.Threading.RateLimiting`, DI-injectable
(`IServerRateLimiterProvider`, `ConfigureRateLimits(...)`) with a
direct-construct fallback.

## 2. Retry-after signaling (diagnostics-independent)

A `BadServerTooBusy` fault's diagnostic `AdditionalInfo` only reaches
the client when it requests diagnostics, and is dropped on client
exception re-wrapping. This delivers the retry-after through carriers
that do **not** depend on diagnostics, all feeding the client's adaptive
reconnect policy:

- **`ResponseHeader.additionalHeader`** (all UA transports) — a
structured `RetryAfterMs` (`Int64`) in the standard
`AdditionalParametersType`, attached to the fault by
`ServerBusyException` + `EndpointBase.CreateFault` (`RetryAfterHeader`)
and read by `ClientBase.ValidateResponse`.
- **HTTP `Retry-After`** (HTTPS) — the rate limiter sets the header on
its 429; the client maps a 429/503 with `Retry-After` to
`BadServerTooBusy`.
- **UA-TCP `Error` reason** — the client honors a `RetryAfterMs=N` token
in a transient server-busy ERR message as a lower bound on
channel-reconnect backoff (`RetryAfterHint`).
- **Client foundation** — the hint survives the diagnostics gate and
exception re-wrapping and reaches `IReconnectPolicy.TryGetNextDelay`
(server-signal-aware adaptive backoff); a client-wide connect admission
gate (`WithConnectRateLimiter`) ramps bulk connects.
- **Load-based `Server.ServiceLevel`** — computed from
session-establishment headroom (255 at low load, scaling toward a floor
as sessions approach `MaxSessionCount`, with hysteresis) as a proactive
capacity signal clients can read/subscribe.
- Implementation summary folded into `Docs/Sessions.md` (Server
retry-after backpressure section); the OPC UA spec-change proposal is
filed as an OPC Foundation Mantis issue.

## 3. Held long-poll Publish decoupling 

A parked `Publish` (waiting for the next subscription notification) no
longer occupies a `MaxRequestThreadCount` worker slot for the whole
wait, so a small fixed worker pool can hold many thousands of
outstanding Publishes and `MaxRequestThreadCount` no longer has to scale
with session count.

- **`IRequestParkSink`** + a one-shot `RequestLifetime.ParkSink`;
`ServerBase.RequestQueue` awaits `Task.WhenAny(processing, ParkedTask)`
and releases the active-worker slot at the **park point** rather than at
completion. Only `Publish` carries a sink — every other request keeps
the byte-for-byte legacy fast path (no extra allocation, no `WhenAny`).
- **`DecoupleHeldPublishRequests`** (default `true`; set `false` to
restore the legacy inline-await worker path).

## Docs

`Docs/ServerScalability.md` (rewritten as user-facing scalability
documentation), `Docs/RateLimiting.md`, `Docs/Sessions.md`.

## Tests

Server admission (`SessionAdmissionRateLimitTests`); retry-after
carriers (`RetryAfterHeaderTests`, `RetryAfterHintTests`,
`EndpointBaseTests`, `ClientBaseTests`, `HttpsTransportChannelTests`,
`AdaptiveReconnectPolicyTests`, `ConnectionStateMachineTests`);
load-based ServiceLevel (`ServerServiceLevelCalculatorTests`);
held-Publish decoupling (`RequestQueueTests`,
`SessionPublishQueueTests`); AOT coverage (`RateLimitingAotTests`).
Changed libraries build clean on **net48** and **net10.0**.
2026-07-07 08:26:42 +02:00
Marc Schier f9a8343dea Full 1.05.06 compliant OPC UA Part 14 (PubSub) (#3892)
# Full OPC UA Part 14 (PubSub) — v1.05.06

This PR replaces the legacy PubSub stack with a modern, **OPC UA Part 14
v1.05.06**-compliant reimplementation built on current .NET: fully
`async`, dependency-injection-first with a fluent builder
(`services.AddOpcUa().AddPubSub(...)`), NativeAOT/trim-safe, and
designed for high-throughput, highly-available, distributed deployments.
The libraries — `Opc.Ua.PubSub`, `Opc.Ua.PubSub.Udp`,
`Opc.Ua.PubSub.Mqtt`, `Opc.Ua.PubSub.Server`, and
`Opc.Ua.PubSub.Adapter` — keep source compatibility with 1.5.378 where
practical (obsolete shims) and ship a complete migration path. See the
**[PubSub
guide](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md)**
and the **[2.0.x migration
guide](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/migrate/2.0.x/pubsub.md)**.

**Encodings & transports.** Both wire encodings are implemented in full
— **UADP** (key/delta/event/keepalive, RawData, chunked,
signed+encrypted) and **JSON** (verbose/compact, single-message,
metadata; migrated from `Newtonsoft.Json` to `System.Text.Json`) —
across **UDP** (uni/multi/broadcast + discovery), **MQTT** (3.1.1/5.0,
retained metadata, TLS), and a from-scratch **DTLS 1.3** secured
datagram transport (`opc.dtls://`) implemented on the .NET BCL crypto
primitives (ECDHE, HelloRetryRequest cookies, certificate auth, AEAD
record protection, HKDF key schedule), wired through
`AddUdpTransport().WithDtls(...)`. Details in
[Transports](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#transports)
and
[Encodings](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#encodings).
A raw **Ethernet (Layer 2)** transport (`opc.eth://`, EtherType
`0xB62C`, optional 802.1Q VLAN) carries UADP NetworkMessages directly in
Ethernet II frames with no IP/UDP, via `AddEthTransport()`
(`.WithPcap()` for cross-platform capture). See [Ethernet
transport](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#ethernet--uadp-opceth).

**Runtime schema generation.** A new schema subsystem
(`Opc.Ua.Core.Schema`, `Opc.Ua.PubSub.Schema`) generates **XSD**, **OPC
Binary (BSD)**, and **JSON Schema** for OPC UA data types at runtime —
including PubSub NetworkMessage/DataSet message schemas — driven from
the type system and source-generated metadata (no reflection;
NativeAOT/trim-safe). It is consumable from the client, server, and
PubSub stacks. See the **[Schema generation
guide](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/SchemaGeneration.md)**.

**Security, fail-closed.** Message-level security is wired end-to-end
through `IPubSubSecurityWrapperResolver`: publishers are fail-closed (a
secured group with no key source throws rather than emitting plaintext)
and subscribers enforce per-reader inbound security. It includes AES-CTR
(128/256) policies with HMAC-SHA-256, a deterministic 96-bit nonce with
a messages-per-key cap, a monotonic sliding replay window, and a
Security Key Service (SKS) pull client + in-memory server with
SecurityGroups and key rotation. Two independent security assessments
(IEC 62443-4-2 × OPC UA Part 2/4/14, plus a Microsoft SDL/SFI delta
pass) drove remediation of all actionable findings — including orphaned
message security, chunked-frame security bypass, unauthenticated Action
invocation, pre-auth reassembly DoS, and DTLS hardening. See
[Security](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#security)
and
[SKS](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#security-key-service-sks).

**Server-side & high availability.** The runtime can optionally surface
through a standard in-process OPC UA address space
(`Opc.Ua.PubSub.Server`) with configuration methods, per-component
diagnostics, the full PubSubState model, KeepAlive and
MessageReceiveTimeout. Pluggable configuration/runtime-state stores, an
id allocator, and HA runtime-state providers with failover support
running publishers/subscribers in a distributed system. See [Server-side
address
space](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#server-side-address-space)
and [High
availability](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#high-availability-state-providers).

**External-server adapter (bridge) with hot-reload.** A new
`Opc.Ua.PubSub.Adapter` binds PubSub publishers, subscribers, and Action
responders to an **external** OPC UA server over `ManagedSession` —
cyclic Read or subscription-backed sources, browse-path node mapping,
and metadata that resolves/retries and re-emits on model-change events.
Adapter and PubSub configuration **hot-reload incrementally** (only
changed writers/readers/responders are rewired; unchanged sessions are
reused), driven by `IPubSubConfigurationStore.Changed` and
`IOptionsMonitor`, with a pluggable change-feed source (e.g. etcd). See
[Binding PubSub to an external
server](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#binding-pubsub-to-an-external-opc-ua-server-client-session-adapters).

**Samples, packaging & quality.** One combined sample,
`ConsoleReferencePubSubClient`, demonstrates publisher, subscriber, and
external-server modes on `Host.CreateApplicationBuilder` with full
fluent/DI wiring; all libraries publish **NativeAOT with zero
IL2026/IL3050 warnings** ([Native
AOT](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/PubSub.md#native-aot),
[DI](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/DependencyInjection.md)).
The change ships comprehensive NUnit/integration suites and a libFuzzer
harness, maintains ≥80% coverage on the new libraries, and is documented
end-to-end ([What's new in
2.0](https://github.com/OPCFoundation/UA-.NETStandard/blob/part14pubsub/Docs/WhatsNewIn2.0.md)).
2026-07-01 06:49:55 +02:00
Marc Schier bab073952c Adding HTTPS/WSS transports + Web API binding (Part 6 §G.3 OpenAPI Mapping), shared Kestrel host, Kestrel-TCP (#3880)
# HTTPS / WSS transports + OPC UA Web API binding (Part 6 §G.3) + shared
Kestrel host

Combined follow-up that completes the HTTPS / WSS / Web API transport
story started in #3876 and #3877. Three coordinated bodies of work land
together: a **shared Kestrel host** with full WSS reverse-connect and an
opt-in Kestrel-hosted `opc.tcp://` path (no separate NuGet), the **OPC
UA Web API binding** (Part 6 §G.3 "OpenAPI Mapping") with a
spec-compliant ASP.NET Core Minimal-API server and symmetric C# client,
and a targeted **edge-security hardening** pass across every new HTTPS /
WSS / JSON / Web API surface. UASC crypto / signing / sequence / nonce
logic is unchanged.

## Shared Kestrel host, WSS reverse-connect, Kestrel-TCP

Multiple `HttpsTransportListener` instances now share one `IHost`, so
`opc.https://` and `opc.wss://` can be colocated on a single port. WSS
gains full reverse-connect on **both** server and client sides via
`HttpsTransportListener.CreateReverseConnection` /
`TransferListenerChannelAsync`, plumbed through the same
`TcpServerChannel.BeginReverseConnect(IUaSCByteTransport)` path as TCP.
An opt-in `KestrelTcpTransportListener` (`AddKestrelOpcTcpTransport()`)
hosts `opc.tcp://` on Kestrel via `ConnectionHandler` so consumers can
run every OPC UA transport under one host; it ships **inside**
`OPCFoundation.NetStandard.Opc.Ua.Bindings.Https` gated `#if
NET8_0_OR_GREATER` with no new dependencies, while the raw-socket
`TcpTransportListener` stays in `Opc.Ua.Core` for trimmed/AOT
deployments. The key technical fix was overriding `StartReceiveLoop` in
`TcpReverseConnectChannel` to do a one-shot `ReverseHello` read —
`WebSocket.ReceiveAsync(CancellationToken)` aborts the socket on
cancellation, which previously broke the WSS handoff. See
[Docs/Transports.md](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/Transports.md)
and
[Docs/ReverseConnect.md](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/ReverseConnect.md).

## OPC UA Web API binding (Part 6 §G.3)

All **28 services** from `opc.ua.openapi.allservices.json` are mapped at
the spec routes (`/findservers`, `/getendpoints`, `/createsession`,
`/read`, `/write`, `/browse`, `/call`, `/publish`, …) on ASP.NET Core
Minimal-API endpoints. Both `application/json; encoding=compact`
(mandatory per Part 6 §5.4.9) and `encoding=verbose` are supported via
media-type negotiation. The implementation is **NativeAOT-compatible** —
each route binds to a static `RequestDelegate` thunk that calls a
generic instantiation of `WebApiEndpointDispatcher.HandleAsync<TRequest,
TResponse>` with zero MVC reflection and no
`[UnconditionalSuppressMessage]`
(`<IsAotCompatible>true</IsAotCompatible>` is clean of `IL2xxx` /
`IL3xxx` warnings on net10). NodeManagement (§5.8) and Query (§5.10) are
deliberately omitted per the spec doc. New profile URIs
`Profiles.HttpsOpenApiTransport` (profile/2338) and
`Profiles.WssOpenApiTransport` (profile/2339) are emitted as discovery
twins on every SM=None HTTPS / WSS endpoint. Naming follows the [OPC
Foundation
UA-WebApi-StarterKit](https://github.com/OPCFoundation/UA-WebApi-StarterKit).
Full developer guide in
[Docs/WebApi.md](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/WebApi.md).

## Authentication, WSS sub-protocol, symmetric client

Four pluggable auth modes wire through
`OpcUaWebApiAuthenticationBuilderExtensions`: **Anonymous**, **Bearer
(OIDC/JWT)** with a built-in `JwtClaimSessionlessIdentityProvider` that
projects `sub` / `scope` / `roles` onto `IUserIdentity`, **Basic**, and
**Mutual TLS**. A policy scheme (`WebApiAuthSchemes.Default`) becomes
the default authenticate/challenge/forbid scheme so
`UseAuthentication()` populates `HttpContext.User` even with multiple
handlers registered; every route carries `RequireAuthorization()` except
`/findservers` and `/getendpoints` which keep `AllowAnonymous` per the
spec. The **WSS `opcua+openapi` sub-protocol** (profile/2339) is
accepted in two forms — bare and `opcua+openapi+<accesstoken>` (bearer
rides in the sub-protocol name because browser WebSocket APIs forbid
custom headers, per Part 6 §7.5.2) — and the token is validated against
the registered JwtBearer scheme **before** the upgrade completes;
cleartext `ws://` bearer upgrades are rejected on both server and
client. A symmetric **C# client** (`Libraries/Opc.Ua.Client/WebApi`)
provides `IWebApiClient` / `WebApiTransportChannel` /
`WebApiWssTransportChannelFactory` so `Session`, `ManagedSession`, and
the V2 `SubscriptionManager` all dispatch unchanged; fluent shortcuts
`ManagedSessionBuilder.UseWebApiEndpoint(url, encoding)` and
`UseWssOpenApiEndpoint(url, encoding)` are wired in.

## Edge security hardening

A targeted audit against OPC UA Part 2/4/6 + Microsoft SDL drove
**fail-closed** defenses across every new surface. TLS server-cert
validation in both `WebApiTransportChannel` and
`WebApiWssTransportChannel` delegates to the OPC UA
`CertificateValidator` (with the default .NET TLS chain check as
fall-back), mirroring `HttpsTransportChannel`. WSS bearer tokens are
validated before upgrade; empty-password identity-token fallbacks were
removed from `DefaultSessionlessIdentityProvider` and
`JwtClaimSessionlessIdentityProvider`, with the upstream principal now
flowing via the new `SecureChannelContext.UpstreamIdentity`.
`WebApiBodyCodec.DecodeBodyAsync` enforces `MaxMessageSize` during the
read (BadRequestTooLarge before allocation), and both server and client
WSS receive loops reject zero-byte continuation frames. On the
base-branch side, `JsonRequestMapper.ReadAllBoundedAsync` bounds
JSON/binary reads, HTTPS / WSS handlers fail-closed on missing SM=None
JSON endpoints (BadSecurityPolicyRejected, restrict-to-discovery), and
`WebSocketByteTransport` carries the same zero-progress guard for
`opcua+uacp`.

## Testing, docs, scope

Approximately **300 new passing net10 tests**: 107 in
`Opc.Ua.Core.Tests` (codec, media type, route table, profile constants),
153 in `Opc.Ua.Bindings.WebApi.Tests` (endpoint dispatcher, auth
handlers, TLS regression, mTLS source-pin, body-size, zero-progress,
identity plumbing, bearer validation), 29 reference-server integration
tests in `Opc.Ua.Sessions.Tests` (HTTPS WebApi, WSS OpenAPI, WSS
reverse-connect, Kestrel-TCP, shared host), and 7 `Opc.Ua.Aot.Tests`
round-trips on the natively-compiled binary. Full multi-TFM `dotnet
build UA.slnx` is clean. Docs updated:
[Transports](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/Transports.md),
[WebApi](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/WebApi.md),
[ReverseConnect](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/ReverseConnect.md),
[Profiles](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/Profiles.md),
[MigrationGuide](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/MigrationGuide.md),
[NativeAoT](https://github.com/OPCFoundation/UA-.NETStandard/blob/httpwssbindingfollowups/Docs/NativeAoT.md).
Out of scope (tracked as follow-ups): own-listener hosting mode for Web
API, source generation of extended complex types not exercised by the 28
services, load-testing harness, `MatchEndpoints` honouring user
`TransportProfileUri` on `UpdateFromServer`, rate limiting on the
long-poll `/publish` path, and a richer first-class `UpstreamPrincipal`
model.

## Related issues

- Closes the follow-up scope of #3876 (WSS transport)
- Closes the follow-up scope of #3877 (HTTPS-JSON transport)
- Supersedes #3882 (folded in via fast-forward push of `openapi` →
`httpwssbindingfollowups`)
2026-06-29 17:29:27 +02:00
Marc Schier 208c601b09 Fix weekly all-TFM UA.slnx build (net8/net9 + netstandard) and add Windows/Linux all-TFM CI build jobs (#3913)
The OPC UA stack builds for seven target frameworks (net472, net48,
netstandard2.0, netstandard2.1, net8.0, net9.0, net10.0), but our
regular pull-request builds only compile two of them (net10.0 and
net48). The complete per-framework build runs only in a weekly scheduled
Azure job, so when a change breaks one of the other frameworks nobody
notices for days. That is exactly what happened in build 14931, which
was red on net8.0, net9.0, netstandard2.0 and netstandard2.1.

This PR fixes all of those broken frameworks. The fixes are small and
framework-specific: a net10.0-only test project reference is made
conditional so net8.0/net9.0 can build, a set of "legacy-stripped"
project shells that failed to compile as empty netstandard assemblies
now build as net10.0, and a few polyfill and NuGet-package collisions in
the netstandard2.1 build are resolved by building its test/app projects
as net8.0 and pinning the matching MQTTnet version. After these changes,
`dotnet build UA.slnx` succeeds cleanly for every framework.

To stop this from regressing, the PR adds two CI jobs that run on every
pull request, in parallel with the existing unit tests: one on Windows
that builds the .NET Framework targets (net472, net48, netstandard2.0)
and one on Linux that builds the modern .NET and netstandard2.1 targets
(net8.0, net9.0, net10.0, netstandard2.1). Together they cover all seven
frameworks and fail the PR if any single one won't build. The workflow's
trigger list was also widened so these jobs run when only build or
configuration files change (for example `*.props` or `*.targets`), not
just C# source. This PR supersedes #3912 and folds in its fixes.
2026-06-25 14:47:57 +02:00
Marc Schier 4549e3b305 Encoder/decoder/session perf: JSON flush + buffer pooling + NodeId read-once + async session create + lazy loggers (#3899)
## Summary

Recovers the encoder-side performance regressions surfaced by the
`master` vs `master378` .NET 10 benchmark comparison.
 
### 1. Flush `JsonEncoder` at structural boundaries
`Utf8JsonWriter` never flushes on its own, so when encoding a large or
streamed payload its internal buffer grows (doubling, onto the **large
object heap**) to the size of the entire message before anything reaches
the underlying stream. The encoder now flushes buffered JSON at
object/array boundaries once at least 16 KB has accumulated. Flushing
only
writes already-complete tokens and **never changes the encoded output**.

Measured (net10.0, BenchmarkDotNet ShortRun):
| Case (payload 1024) | Allocated | Time | gen2/op |
|---|--:|--:|--:|
| ArraySegmentStream | 15.7 MB -> **7.3 MB (-53%)** | 15.5 -> 13.3 ms |
1281 -> **0** |
| RecyclableMemoryStream | 14.1 MB -> **6.5 MB (-54%)** | 15.1 -> 13.1
ms | 1000 -> **0** |
| payload 64 | 831 KB -> **444 KB (-47%)** | 1.17 -> 0.83 ms | 82 ->
**0** |

### 2. Pass `Variant`/`DataValue` by `in`
`DataValue` is a `readonly struct` and `Variant` is a large `readonly
struct`; the `IEncoder` write methods and array write loops now
take/iterate
them by `in` to avoid per-call/per-element struct copies (non-breaking
per
repo guideline).

### 3. Span-based `NodeId.TryFormat`
New `NodeId.TryFormat(Span<char>, out int, bool)` writes the common node
id
forms (numeric/guid/string/opaque in the default namespace, or any
non namespace-uri form) into a stack buffer; `JsonEncoder.WriteNodeId`
uses
it instead of allocating a string via `NodeId.Format`. **Removes ~144 B
per
node id written** (verified in isolation with
`GC.GetAllocatedBytesForCurrentThread`). Falls back to `Format()` for
the
namespace-uri form. Node ids/type ids are ubiquitous in OPC UA messages.

### 4. Lazy encoder/decoder loggers
`JsonEncoder`/`BinaryEncoder`/`XmlEncoder`/`BinaryDecoder` created an
`ILogger` on **every** construction even though `m_logger` is only used
on
rare warning/error paths. The logger is now created lazily, removing a
`Logger<T>` allocation from every encoder/decoder construction.

### 5. Binary decoder: single `DataValue` construction (CPU)
`BinaryDecoder.ReadDataValue` read fields via a chain of up to six
`With...` calls, each copying the large readonly `DataValue` struct. It
now
reads all fields into locals and constructs the `DataValue` once.

Measured: **`BinaryDecoderMemoryStream` ~3370 us -> ~1950 us at payload
1024
(~-42%)** - recovers most of the ~2x decode regression while keeping the
v2 decoder's lower allocation.

### 6. Binary encoder: cache hot struct reads (CPU)
`WriteVariantValue` snapshots `Variant.TypeInfo`/`BuiltInType` into
locals
once instead of re-reading the readonly-struct property ~13x;
`WriteDataValue` caches `WrappedValue`. Small encoder speedup
(MemoryStream@1024 ~2657 -> ~2505 us).

### 7. read NodeId accessors once in the binary write path
- `BinaryEncoder.WriteNodeId` / `WriteExpandedNodeId` read `IdType` /
`NamespaceIndex`
into locals once and pass the `IdType` plus the `NodeId` **by `in`** (no
struct copy)
to the private `GetNodeIdEncoding` / `WriteNodeIdBody` helpers, which
read the single
active identifier once. (No wrapper struct — individual values on the
stack, per review.)
- Fixed the misspelled internal member `NodeId.OpaqueIdentifer` ->
`OpaqueIdentifier`
  (internal, no public-API/compat impact).

### 8. pool the in-memory JsonEncoder buffer
- The default (no external stream) `JsonEncoder` no longer allocates a
per-encoder
  `MemoryStream`; it writes through a private `ArrayPool<byte>`-backed
`IBufferWriter<byte>` (`PooledBufferWriter`) and reads the result text
from the
  pooled span. External-stream behavior is unchanged.
- Buffers are returned with `clearArray: true` so encoded payloads
(which may contain
  user tokens/secrets) are not exposed to the next pool consumer.
- This supersedes the **"JSON encoder construction (~872 B/op)"** item
previously listed
as deferred above — it is now addressed, and composes with the
structural-boundary
  flush from Wave 1.

### 9. Server session creation made async (removes sync-over-async)
The server `Session` constructor created the session-diagnostics
address-space node
via
`CreateSessionDiagnosticsAsync(...).AsTask().GetAwaiter().GetResult()`
on every
`CreateSession` — a sync-over-async block (awaits a semaphore + async
node creation)
that also violates the repo's no-sync-over-async rule. The
diagnostics-node creation
moved into `Session.InitializeAsync`, awaited by the already-async
`SessionManager.CreateSessionAsync`. Before/after (ShortRun, all
security policies):
geomean **0.94x time / 0.94x alloc**; the heavy ECC AES-GCM /
ChaCha20-Poly1305
policies are **0.71–0.89x time** (up to 29% faster) where the blocked
request thread
mattered most; RSA policies are at parity (crypto-bound).

### 10. Activation allocation reductions
- Client `ActivateSession`: `CreateRequestHeaderForActivateSession` no
longer allocates
a `RequestHeader` + `AdditionalParametersType` on the common non-ECDH
path (returns
  `null`; only allocates for ephemeral-key user-token policies).
- Server activation: the duplicate `ClientNonce.ToArray()` in both the
application- and
  user-token-signature validation paths is hoisted into a single local.

### 11. Additional optimizations

- **JSON external-stream `Utf8JsonWriter` pooling** — the
external-stream and
external-`IBufferWriter` `JsonEncoder` ctors now rent a pooled
`Utf8JsonWriter`
(keyed by `Indented`, capped, returned on dispose) and re-target it via
`Reset(...)`
instead of allocating one per encoder. External-stream JSON allocation
improves from
~1.44× to ~1.29× vs 1.5.378. Added a reuse/double-dispose round-trip
test (JSON
  encoder tests: 1829 → green).
- **Single-read `WriteDataValue`** — each `DataValue` field
(`StatusCode`/timestamps/picoseconds) is read once into a local and
reused for both
the encoding byte and the write (previously read twice). ~5% faster on
the
`DataValue[]` micro-benchmark; wire output unchanged (encoder tests 3476
→ green).
- **Session benchmark fidelity** — `SecurityPolicyBenchmarks` now passes
the cached
`Endpoints` into `ConnectAsync`, so it measures pure session
create/activate/close
instead of re-running `GetEndpointsAsync` each iteration; added an
isolated
  `DiscoverEndpointsAsync` benchmark.
- **BinaryDecoder** reads primitives directly from the buffer span via
`BinaryPrimitives`
(cursor-based, bounds-checked) for the `byte[]`/`ArraySegment`
constructors, and
bulk-copies fixed-width numeric arrays (`Int16..UInt64`, `Float`,
`Double`) in a single
blit instead of element-by-element. Measured **~1.14× time / ~0.69×
allocation vs 1.5.378**
  (near time parity, allocation win kept).
- **BinaryEncoder** writes scalar primitives via `BinaryPrimitives` into
an
`IBufferWriter<byte>` span; added a `BinaryEncoder(IBufferWriter<byte>)`
ctor; the default
no-stream encoder uses a pooled `ArrayPoolBufferWriter`. Common-path
(`MemoryStream`) encode
time improved ~0.80× vs the prior 2.0 state. **Known tradeoff:** the
external-stream
constructors currently allocate more than 1.5.378 (per-primitive scratch
write to the
stream) — documented in `Docs/Benchmarks.md` and tracked as a follow-up
to fix before that
  path is unambiguously better.
- Removed the third-party **`Microsoft.IO.RecyclableMemoryStream`** test
dependency (it was
used only in benchmark/test code; `ArraySegmentStream` + `MemoryStream`
baselines remain).
- Wire format unchanged. Validation: `Opc.Ua.Core.Encoders.Tests` 2895
passed (post-RMS-removal
count), `Opc.Ua.PubSub.Tests` UADP/binary 1200 passed, `Opc.Ua.Types`
clean on all TFMs.


### 12. Certificate validator concurrency (remove validation-path lock +
cache trust material)

Like 1.5.378, the certificate validator was still an architectural
bottleneck: the
shared singleton `CertificateManager` keeps one
`CertificateValidationCore` per
trust-list, and that core held a single `SemaphoreSlim(1,1)` across the
**slow** part of
every validation — trusted-store open + full enumeration **and CRL
revocation parsing** —
so all peer-cert validations (every incoming secure channel on a server)
serialized on it
and re-parsed the trust material from disk each time. (The CPU-bound
`X509Chain.Build` was
already outside the lock in 2.0, so this was narrower than 1.5.378 but
the same class of
bottleneck.)

- **Lock-free validation path.** The per-trust-list state is write-once
(the manager
re-creates the core on trust-list changes rather than mutating it), so
it is now
published once as an immutable `volatile TrustListState` record and read
lock-free on
  the hot path. The semaphore remains only on the rare writer paths.
- **Reuse the trust-list store.** The validator used to `OpenStore` +
`Dispose` per
validation, which discarded the store's parsed-cert cache (and, once the
validator lock
was gone, thrashed it under concurrency). The core now caches the opened
store per
identifier and disposes it on teardown; out-of-band directory changes
are still picked up
by the store's existing freshness check (dir last-write-time + file
count).
- **Cache parsed CRLs.** `DirectoryCertificateStore.IsRevokedAsync`
re-read and re-parsed
every CRL file on every call; it now serves a lock-free cached snapshot
of parsed CRLs
keyed by a per-file name/length/last-write-time signature (rebuilt only
when the CRL
  directory changes; invalidated on AddCRL/DeleteCRL/Open/Close).

- **Removed the vestigial in-memory trust list (review follow-up).** The
per-trust-list
in-memory `CertificateIdentifier` list
(`TrustListState.TrustedList`/`IssuerList`, from
`CertificateTrustList.TrustedCertificates`) was removed: in the
`CertificateManager` path
it was always empty (trust lists are built with a `StorePath` only) and
`CertificateValidationCore`
is `internal`, so it was dead weight. The validator now resolves
trusted/issuer certs from
the configured stores exclusively; config-supplied certs without a
directory remain
supported via the existing in-memory
`CertificateIdentifierCollectionStore` (`InMemory:`
provider). Pure internal simplification — behaviour-neutral (the list
was already empty).
All changes are internal — **no public API change**, NativeAOT-safe,
validation results
unchanged (verified against the existing `CertificateValidatorTest`
suite). Concurrent
validation throughput now **scales ~6× (≈43 → ≈255 validations/s from 1
to 16 parallel
validators)** on an RSA-2048 trusted chain with a warm cache;
per-validation cost is
dominated by `X509Chain.Build` and is unchanged.

Validation: full `Opc.Ua.Core.Tests` **3264 passed / 0 failed**
(net10.0); certificate
suite **227 passed** on net10.0, with the new concurrency /
cache-invalidation tests green
on **net48** too. Adds `CertificateValidationConcurrencyBenchmarks`
(BenchmarkDotNet) plus
concurrency-consistency and trust-store/CRL cache-invalidation
regression tests.


> An allocation profile (see `Docs/Benchmarks.md`) shows the residual
session-establishment
> allocation is dominated by per-connect endpoint discovery + string/XML
materialization,
> **not** the per-session object graph — so lazy-init of
`NodeCache`/subscription engine
> was deliberately not pursued.
2026-06-25 05:44:19 +02:00
Marc Schier 76bceb51e2 Env-var driven Pcap auto-capture + rename to Opc.Ua.Core.Diagnostics + Docs/Diagnostics.md (#3888)
# Description

This PR also renames the project itself from `Opc.Ua.Bindings.Pcap`
(assembly / NuGet / folder / root namespace) to
`Opc.Ua.Core.Diagnostics`. `Pcap`-prefixed type names (`PcapFileWriter`,
`PcapOptions`, `IPcapAuditSink`, ...) and the `AddPcap*` extension
methods are preserved &mdash; only the project shell broadens to
`Core.Diagnostics`. The new NuGet id is
`OPCFoundation.NetStandard.Opc.Ua.Core.Diagnostics`. Folders were moved
with `git mv` so blame and log are preserved.

This PR also renames the **C# namespace** from
`Opc.Ua.Core.Diagnostics.*` to `Opc.Ua.Pcap.*` (commit `efc03691c`). The
**assembly identity** stays `Opc.Ua.Core.Diagnostics` (assembly name,
NuGet id `OPCFoundation.NetStandard.Opc.Ua.Core.Diagnostics`, folder,
csproj filename, `InternalsVisibleTo`, .slnx project paths, sign-lists
are all unchanged). Result: one `Opc.Ua.Core.Diagnostics.dll` assembly
hosting types in the `Opc.Ua.Pcap.*` namespace — standard .NET pattern
(cf. `System.Net.Http.dll` hosting `System.Web.*`). Future diagnostic
features can add other `Opc.Ua.*` namespaces to the same assembly
without another rename. 149 files changed (+411/-411 net); 422/422 tests
pass on net10.0.

This PR also merges `Docs/PacketCapture.md` and `Docs/Observability.md`
into a new `Docs/Diagnostics.md`. `ITelemetryContext` leads the doc with
expanded usage and extensibility guidance (custom contexts,
OpenTelemetry exporter wiring, ActivitySource / Meter naming
conventions, testing patterns). New sections cover OPC UA server audit
events and the built-in `Server.ServerDiagnostics` info-model nodes. The
1.4 / 1.5 evolution narrative has been dropped; the still-relevant
migration content has moved into `Docs/MigrationGuide.md`. All 8 inbound
doc / slnx / XML-doc references are retargeted.

This PR also adds a new public DI extension `AddPcapFromEnvironment` to
`OPCFoundation.NetStandard.Opc.Ua.Core.Diagnostics` that activates
packet capture and/or symmetric-key logging at host start based on two
environment variables. The variables are evaluated **once** during the
`AddXXX` call (matching the existing `OPCUA_PCAP_ENABLE_DIAGNOSTICS`
opt-in semantics):

| Variable | Effect when set |
|---|---|
| `OPCUA_PCAP_FILE` | Auto-start an in-process capture session on host
start. Frames are written verbatim to the literal path; the parent
directory becomes `PcapOptions.BaseFolder` so the existing
`SessionFolder` path-traversal validation still runs. |
| `OPCUA_KEYLOGFILE` | When set without `OPCUA_PCAP_FILE`: install a
stand-alone keylog observer (SSLKEYLOGFILE-style) directly into
`IChannelCaptureRegistry`. When set together with `OPCUA_PCAP_FILE`:
keylog records go to this path instead of the conventional
`*.uakeys.json` sibling of the pcap. |

When neither variable is set the call behaves exactly like `AddPcap`
&mdash; binding registered, no auto-start. When the auto-start path is
active the host emits a `Warning`-level log line naming the env var(s)
consumed and the resolved path(s); key material is never logged.

## Public surface

The new public API is intentionally narrow:

```csharp
namespace Opc.Ua.Core.Diagnostics.DependencyInjection
{
    public static class PcapEnvironmentVariableNames
    {
        public const string OpcuaPcapFile = "OPCUA_PCAP_FILE";
        public const string OpcuaKeyLogFile = "OPCUA_KEYLOGFILE";
    }

    public static partial class PcapServiceCollectionExtensions
    {
        public static IServiceCollection AddPcapFromEnvironment(this IServiceCollection services);
        public static IServiceCollection AddPcapFromEnvironment(this IServiceCollection services, Action<PcapOptions> configure);
    }
}
```

`StandaloneKeyLogObserver`, `PcapEnvironmentDefaults`, and
`PcapEnvironmentAutoStartHostedService` are internal &mdash; the env-var
names and DI methods are the only public surface, which keeps it
AOT-clean.

## Behaviour-impacting code change

`InProcessCaptureSourceBase` now honors
`StartCaptureRequest.PcapFilePath` and
`StartCaptureRequest.KeyLogFilePath` for in-process capture (previously
these properties were respected only by the Replay source, despite their
generic XML docs). Behaviour is **opt-in**: callers that pass `null`
continue to get the conventional `capture.pcap` / `keys.uakeys.json` /
`keys.uakeys.txt` filenames inside `SessionFolder`. Path-traversal
validation in `CaptureSessionManager.StartAsync` is unchanged.

## Operator example

```yaml
# Kubernetes manifest snippet
env:
  - name: OPCUA_PCAP_FILE
    value: /var/log/opcua/cap.pcap
  - name: OPCUA_KEYLOGFILE
    value: /var/log/opcua/keys.uakeys.json
```

```csharp
// Program.cs
HostApplicationBuilder builder = Host.CreateApplicationBuilder();
builder.Services.AddOpcUa().AddClient(_ => { });
builder.Services.AddPcapFromEnvironment();
await builder.Build().RunAsync();
```

For SSLKEYLOGFILE-style keylog only (no pcap):

```bash
export OPCUA_KEYLOGFILE=$HOME/opcua-keys.uakeys.json
```

## Security model

Anyone (process, container runtime, host operator, sidecar) who can set
these env vars can divert OPC UA channel keys and traffic to
attacker-controlled paths. `Docs/PacketCapture.md` gains a security note
and an operator-checklist item that ties this to the existing security
guidance: the destination path / directory must be operator-controlled
and protected with file-system permissions in addition to the binding's
own `0600`-on-Unix file mode.
2026-06-20 21:23:08 +02:00
Marc Schier f358078b1c [Client] Central channel manager: ref-counted shared channels, coalesced reconnect, IRetryBudget (#3288) (#3852)
# Description

Introduces a central `IClientChannelManager` that owns client-side
transport channels with reference counting, sharing, coalesced
reconnect, and asynchronous participant notification. Sessions,
discovery clients, and registration clients targeting the same
`ConfiguredEndpoint` (with the same reverse-connect identity) now share
a single underlying `ITransportChannel`; reconnect is transparent to
callers; and the previous `AttachChannel`/`DetachChannel` +
`SessionReconnectHandler` patterns are obsoleted.

## What lands

### Core types (`Stack/Opc.Ua.Core/Stack/Client/`)

- `ManagedChannelKey`, `ChannelState`, `ChannelStateChange`,
`ParticipantReconnectResult`
- `IReconnectParticipant`, `IManagedTransportChannel`,
`IClientChannelManager`
- `IChannelReconnectPolicy` + `ExponentialBackoffChannelReconnectPolicy`
(default mirrors historical `SessionReconnectHandler`: 500 ms → 30 s
exponential)
- `IRetryBudget` + `RetryBudget` — shared retry deadline so the
two-level retry no longer compounds multiplicatively
- `ClientChannelManager` — single non-partial sealed class with
SOLID-extracted internal types under
`Stack/Opc.Ua.Core/Stack/Client/Channels/Internal/`: `ChannelEntry`
(behind `IChannelEntryHost`), `ManagedTransportChannelLease`,
`ClientChannel`, `ClientChannelManagerMetrics` (IMeter),
`ClientChannelManagerCertRotation` (auto `ReconnectAllAsync` on
`CertificateManager` rotation), `ClientChannelManagerDiagnostics`
(ActivitySource + EventSource). Refcount, coalesced reconnect, and
transparent faulted-entry recovery via `SwapFaultedEntryAsync` (swaps a
lease's underlying entry on subsequent `ReconnectAsync` when the prior
cycle Faulted/Closed, preserves participant, back-off via policy
`GetDelay(SwapCount)`)

### Three-state lifecycle gate

`Disconnected` → `TransportConnecting` / `TransportReconnecting` →
`TransportConnectedSessionReactivating` → `Ready` (or `Faulted` /
`Closed`). Only `Ready` releases the service-call gate; the manager
bypasses the gate internally for participant `ActivateSession` traffic
during reactivation via an `AsyncLocal` scope.

### Session integration (`Libraries/Opc.Ua.Client/Session/`)

- New `Session.CreateAsync(IClientChannelManager, …)` overload
- `Session` implements `IReconnectParticipant`; reactivation handler
distinguishes `Reactivated` / `RequiresSessionRecreate` /
`TransientFailure` / `FatalForParticipant` / `FatalForChannel`
- `Session.ReconnectAsync(ct)` automatically delegates to the channel
manager when wired
- `Session.RecreateInPlaceAsync` swaps managed-channel leases for
failover-to-different-endpoint via a new atomic
`IClientChannelManager.GetAsync(endpoint, participantFactory, …)`
overload; same-key recreates delegate to manager reconnect;
explicit-channel/connection callers retain legacy behavior
- KA failure routes through
`IClientChannelManager.ReconnectAsync(channel)`

### ManagedSession integration

- `WithChannelManager(...)` builder + ctor param; DI-resolved
automatically
- Two-level retry: channel-mgr handles transparent reconnect; outer
`ConnectionStateMachine` + `IReconnectPolicy` only triggers on terminal
channel `Faulted`. Outer-state churn suppressed during channel-mgr
cycles via `_channelReconnectInProgress` flag wired through
`IManagedTransportChannel.StateChanged`
- New `ManagedSession.ChannelStateChanged` event surfaces transparent
reconnects
- `ConnectionStateChangedEventArgs.UnderlyingChannelState` populated
when outer reconnect was triggered by a channel fault
- Shared `IRetryBudget` propagated so the layers enforce a single
max-total-time

### Discovery / Registration / GDS

Channel-manager-aware `CreateAsync` overloads on `DiscoveryClient`,
`RegistrationClient`, `ServerPushConfigurationClient`,
`LocalDiscoveryServerClient`, `GlobalDiscoveryServerClient`. Each
registers a minimal `IReconnectParticipant`; co-located sessions and
discovery probes targeting the same endpoint share a channel.

### HTTPS transport (`Stack/Opc.Ua.Bindings.Https/`)

- New `IOpcUaHttpClientFactory` abstraction
- HTTPS / OPC-HTTPS channels migrated to `IHttpClientFactory` +
`Microsoft.Extensions.Http.Resilience` (10.6.0; AOT-compatible on net10
via source generators; legacy direct-HTTP path retained for older TFMs /
no-DI consumers)

### DI

`AddOpcUa().AddClient(...)` registers `IClientChannelManager` and the
named HTTPS `HttpClient` + standard resilience handler automatically.
`ManagedSessionBuilder` resolves the manager from DI when present.

### Obsoletions (functional, `[Obsolete]` with guidance)

- `IClientBase.AttachChannel` / `DetachChannel`
- `SessionReconnectHandler`
- `SessionExtensions.ReconnectAsync(connection, ct)` and `(channel, ct)`
legacy overloads

### Tests

- Core: `ClientChannelManagerManagedTests`,
`ClientChannelManagerCertRotationTests`, `RetryBudgetTests`,
`OpcUaHttpClientFactoryTests` — **56 / 56 pass**
- Client: `ManagedSession*Tests` updated; legacy
`SessionReconnectHandlerTests` + `SessionExtensionsTests` preserved with
`#pragma warning disable CS0618` — **129 / 129 pass**
- Sessions integration: `ChannelManagerSharing` / `TransparentReconnect`
/ `SessionLifecycle` / `CertRotation` — **7 pass, 1 skipped**
(`ChannelManagerExhaustionEscalatesAndRecoversWhenServerReturns`
un-`[Ignore]`d and implemented in this PR via `SwapFaultedEntryAsync`;
remaining skip is end-to-end `RequiresSessionRecreate` plumbing —
carry-forward)
- Stress (consolidated `Tests/Opc.Ua.Stress.Tests/Subscriptions/` +
`Channels/`): chaos / contract / soak / lifecycle / leak-accuracy / gap
/ participant-result-aggregation tests merged from the
previously-separate `Opc.Ua.Channels.Stress.Tests` project; nightly run
via `.github/workflows/stress-test.yml`

Builds clean (0 warnings / 0 errors) across all six TFMs: `net472`,
`net48`, `netstandard2.1`, `net8.0`, `net9.0`, `net10.0`.

### Docs

- `Docs/Sessions.md` new § 4 documents the channel manager, three-state
gating, two-level retry with shared `IRetryBudget`, HTTPS resilience
layering
- `Docs/MigrationGuide.md` migration recipes for the four obsoleted API
groups
- `Docs/DependencyInjection.md` channel-manager and HTTPS factory
registration

## Carry-forward (separate PRs)

- End-to-end `ParticipantReconnectResult.RequiresSessionRecreate` →
`Session.RecreateAsync` lifecycle wiring (currently incomplete — flagged
in the 1 remaining skipped integration test)

## Related Issues

- Fixes #3288
- Builds on #3282 (PR that introduced the initial
`ITransportChannelManager` skeleton)

## 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.
*(Channel-manager-specific tests + ManagedSession/client tests verified
across all 6 TFMs; full UA.slnx run is pending CI.)*
- [ ] I fixed **all** failing and flaky tests in the CI pipelines and
**all** CodeQL warnings.
- [ ] I have addressed **all** PR feedback received.
2026-06-13 16:34:48 +02:00
Marc Schier 7728b65e8d CI: Fix pipeline cannot be cancelled regression and flaky tests (#3872) 2026-06-13 08:33:29 +02:00
Marc Schier 4e6c3303dd Add V2 subscription triggering (SetTriggering) with N:M support and recreate replay (#3854)
# Description

Adds **triggered-item (SetTriggering) support to the V2 (modern)
subscription engine** with a hybrid API, batched apply pipeline, and
automatic replay on recreate/reconnect — closing the gap from #3834 and
adding store/load round-trip for triggering relationships.

## Public API

| Concern | Surface |
|---|---|
| Declarative | `MonitoredItemOptions.TriggeredByNames`
(`IReadOnlyList<string>`) — set at item-add time |
| Imperative | `ISubscription.SetTriggeringAsync(IMonitoredItem
triggeringItem, IReadOnlyCollection<IMonitoredItem>? linksToAdd,
IReadOnlyCollection<IMonitoredItem>? linksToRemove, CancellationToken
ct)` returning `SetTriggeringResult` with per-link statuses |
| Fluent helpers | name-based overloads `SetTriggeringAsync(this
ISubscription, string triggeringItemName, params string[]
triggeredItemNames)` (and `add`/`remove`/`ct` variant) |
| N:M navigation | `IMonitoredItem.TriggeringItems` (items that trigger
this) and `IMonitoredItem.TriggeredItems` (items I trigger), both
on-demand projections |
| Result type | `public sealed record SetTriggeringResult(IMonitoredItem
TriggeringItem, IReadOnlyList<(IMonitoredItem Item, StatusCode Status)>
AddResults, IReadOnlyList<(IMonitoredItem Item, StatusCode Status)>
RemoveResults, StatusCode ServiceResult)` |

No client handles surface on the public API. Validation in the
imperative path is by **reference identity** under the manager lock —
items from a different subscription with a matching name cannot sneak
through, and a removed-then-re-added item with the same name does not
silently re-target.

## Engine — batched apply

A new manager-level operations queue + a batched apply step in
`MonitoredItemManager.ApplyMonitoredItemChangesAsync`:

1. After Create / Modify / SetMonitoringMode, drain the operations
queue.
2. Group by triggering item (reference identity).
3. Re-queue ops whose triggering item is not yet `Created` (bounded by
`MaxTriggeringRetryCount`; permanently failed items propagate the
create-failure status to the operation TCS).
4. Fold per-edge across operations targeting the same triggering item —
last-intent wins; same-edge add+remove resolves to one net operation.
5. Pre-resolve: triggered items with `Created=false` resolve to
`Bad_MonitoredItemIdInvalid` (adds) or `Good` no-op (removes, per Part 4
§5.13.1.6 server auto-cleanup).
6. Issue **one `SetTriggering` RPC per triggering item** carrying both
`linksToAdd` and `linksToRemove` (the server processes remove before add
per §5.13.5.2 — atomic swap semantics).
7. Map per-link results back to contributing operations; complete each
TCS with its own `SetTriggeringResult` subset.

Imperative writes mutate the per-item runtime `DesiredTriggeredByNames`
synchronously so navigation (`TriggeringItems`/`TriggeredItems`) and
`Snapshot()` reflect intent before the RPC fires. Per-link failures roll
back the optimistic mutation so the client view matches server reality.

## State ownership

`MonitoredItemOptions.TriggeredByNames` is the **initial declarative
input**. The canonical runtime source of truth is a per-item
`DesiredTriggeredByNames` field, initialized from options and mutated by
both the imperative API and subsequent options changes. The field is
preserved across `Reset` (recreate path), which is what enables
automatic SetTriggering replay after recreate.

## Save / load (closes #3834)

- `MonitoredItemStateSnapshot.TriggeredByNames` (`ArrayOf<string>`)
replaces the old `TriggeringItemClientHandle` field (V2-only — not yet
shipped, so a clean break; classic snapshot format unchanged).
- `Snapshot()` reads from runtime `DesiredTriggeredByNames`;
`ApplyLoadState` writes loaded names into both options and runtime state
without leaking through the OnChange tracker.
- **TransferSubscriptions** success path: only the local view is
restored — trusting the spec (`§5.13.5`) that servers preserve
triggering links across subscription transfer. No SetTriggering RPC is
issued.
- **Recreate-fallback** (transfer rejected), **in-session
`RecreateAsync`**, and **Reconnect** paths: `Reset` preserves
`DesiredTriggeredByNames` and enqueues an add-delta per preserved
triggering name; the batched apply pass replays SetTriggering after
items finish (re)creating.

## Error handling

Per OPC UA Part 4 §5.13.5.3/§5.13.5.4 (Tables 73/74):

| Condition | Engine response |
|---|---|
| Per-link `Bad_MonitoredItemIdInvalid` | Surfaced in
`SetTriggeringResult.AddResults`/`RemoveResults`; optimistic
`DesiredTriggeredByNames` mutation rolled back |
| Service-level `Bad_SubscriptionIdInvalid` | Operations re-queued, not
terminal — replays after the subscription state machine recreates |
| Service-level `Bad_TooManyOperations` | Surfaced as
`ServiceResultException` to all contributing TCSs (no auto-chunking in
this version) |
| Triggering item never reaches `Created` | After
`MaxTriggeringRetryCount` re-queues, op completes with the triggering
item's propagated error (no infinite loop) |
| Communication errors | Routed through the existing retry policy with
bounded retry count |

## Spec consultation

Cross-checked against **OPC UA Part 4 v1.05.07 §5.13.5** (verified Table
73 / Table 74 directly via the OPC Foundation spec site) and §5.13.1.6
(deletion side-effects, monitoring-mode interactions). The only per-link
spec-specific status code is `Bad_MonitoredItemIdInvalid`;
`linksToRemove` is processed server-side before `linksToAdd` (driving
the single-RPC-per-trigger batch shape).

## Tests

- **9 new unit tests** in `MonitoredItemManagerTriggeringTests.cs`
(single op, multi-op merge into one RPC, per-trig grouping,
requeue-when-not-Created, per-link rollback, `Bad_SubscriptionIdInvalid`
recovery, deletion races, last-intent same-edge conflict resolution).
- **Updated** integration tests `SetTriggeringTrackingV2Async` and
`SnapshotCapturesTriggeringForReplayAsync` to use the new API.
- **2 new integration tests** in `SubscriptionTests.cs`:
`DeclarativeTriggeredByNamesV2Async` (options-driven path end-to-end)
and `NToMTriggeringV2Async` (one triggered item linked to two trigger
items, per-link removal).
- **AOT smoke test** in `SubscriptionAotTests.cs` for the
`MonitoredItemStateSnapshot.TriggeredByNames` binary encoder/decoder
round-trip.
- All **344 V2 subscription/monitored-item unit tests** and **71 V2
subscription integration tests** pass locally (net10).

## Documentation

- New: `Docs/Subscriptions.md` — *Subscriptions and Monitored Items
Service Set*. Merges the previous `StreamingSubscription.md` and
`SubscriptionTriggering.md` into a single guide; leads with a
Classic-vs-V2 engine overview (recommending V2 for new code) and links
to `Sessions.md` §4 for the full engine comparison. Covers the V2
callback API, declarative + imperative SetTriggering with N:M,
save/load/restore behavior, error handling, and the
`IStreamingSubscription` async-enumerable surface.
- Updated: `Docs/README.md`, `Docs/AlarmsAndConditions.md`,
`Docs/StateMachines.md`, `Docs/Profiles.md` — all point to the new
merged doc.
- Updated: `plans/26-v2-subscription-parity.md` — rows 49
(`SetTriggeringAsync`) and 111 (`TriggeringItems` plural /
`TriggeredItems`).

## Related Issues

- Fixes #3834 — `TransferSubscription does not automatically
restore/retain links between trigger and monitored items`. The fix is
two-pronged: (a) transfer preserves links server-side per spec and the
client snapshot captures `TriggeredByNames` so the local view restores
automatically; (b) when transfer fails and the engine falls back to
recreate (or when `RecreateAsync` is invoked explicitly), `Reset`
enqueues per-triggering-name add-deltas from the preserved runtime state
and the batched apply pass replays `SetTriggering` after re-creation.

## 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.
2026-06-12 10:38:41 +02:00
Marc Schier 2966f693b2 2.0 Migration Analyzer and codefixer with Agent update (#3820)
Introduces `OPCFoundation.NetStandard.Opc.Ua.MigrationAnalyzer` — a
single NuGet package that ships **three Roslyn components + a runtime
shim** to make the 1.5.378 → 2.0 upgrade as close to "install package,
run `dotnet format`, remove package" as possible:

| DLL | Where | Purpose |
|-----|-------|---------|
| `Opc.Ua.MigrationAnalyzer.dll` | `analyzers/dotnet/cs/` | 19 Roslyn
analyzers (`UA0001`–`UA0022`) covering every breaking-change pattern in
[`Docs/MigrationGuide.md`](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/Docs/MigrationGuide.md).
Built against the stable Roslyn 4.14 analyzer API — loads cleanly in
csc.exe (no `Microsoft.CodeAnalysis.Workspaces` reference). |
| `Opc.Ua.MigrationAnalyzer.CodeFixer.dll` | `analyzers/dotnet/cs/` | 14
companion `CodeFixProvider`s; loaded only by Workspaces-aware hosts
(Visual Studio, `dotnet format analyzers`). |
| `Opc.Ua.MigrationAnalyzer.Generator.dll` | `analyzers/dotnet/cs/` |
Roslyn `IIncrementalGenerator` that emits per-consumer `internal sealed
[Obsolete] class <Name>Collection : List<TElement>` shims for every
`<Type>Collection` wrapper the consumer references — including
**arbitrary model-compiled `<UserType>Collection` patterns**, not just
the 30 well-known built-in ones. |
| `Opc.Ua.MigrationAnalyzer.Core.dll` | `lib/<tfm>/` for `net472, net48,
netstandard2.1, net8.0, net9.0, net10.0` | 1.5.378 → 2.0 runtime
compatibility shim. Re-exposes the obsolete extension surface so
1.5.378-style call sites keep compiling against 2.0 with warnings
instead of errors. |

### Migration workflow the package enables

1. **Bump every `OPCFoundation.NetStandard.Opc.Ua.*` PackageReference to
`2.0.*-*`.**
2. **Add the migration package** as a build-only dependency:
   ```xml
<PackageReference
Include="OPCFoundation.NetStandard.Opc.Ua.MigrationAnalyzer"
                     Version="2.0.*-*"
                     PrivateAssets="all" />
   ```
3. **Run `dotnet build`.** The Core shim DLL re-supplies obsolete
extension members; the source generator covers `<Type>Collection`
references; what remains are `[Obsolete]` warnings + `UA00xx` analyzer
diagnostics + (occasionally) `MIG01` for unresolvable model-compiled
element types.
4. **Apply auto-fixes** in the IDE or from the command line:
   ```bash
   dotnet format analyzers <solution>.sln \
       --diagnostics UA0002 UA0003 UA0004 UA0005 UA0006 UA0007 UA0008 \
                     UA0009 UA0010 UA0012 UA0014 UA0019 UA0020 UA0022 \
       --severity warn
   ```
5. **Walk the residual** `UA0001` / `UA0011` / `UA0015` / `UA0018` /
`UA0021` diagnostics manually — they cover patterns that require human
judgement.
6. **Remove the migration package.** You are now on clean 2.0 with no
shim dependency.

### Source generator (`Opc.Ua.MigrationAnalyzer.Generator.dll`)

Per-consumer Roslyn `IIncrementalGenerator` that emits `.g.cs` files for
every `<Name>Collection` reference in the consumer's compilation that
fails to bind:

- **Catalog override (30 entries)** — pins element types that renamed
across the 1.5.378 → 2.0 boundary: `DateTime`→`DateTimeUtc`,
`Guid`→`Uuid`, `byte[]`→`ByteString`, `XmlElement`→`Opc.Ua.XmlElement`,
plus the primitives and built-in opc types whose element name didn't
rename.
- **Semantic lookup** — for model-compiled `<UserType>Collection`
patterns the model compiler historically emitted for any user-defined
complex type. Strips the `Collection` suffix, runs
`Compilation.GetSymbolsWithName` against the unique element short name,
emits the shim with the fully-qualified type reference.
- **`MIG01` diagnostic** — fires when the element type can't be uniquely
resolved (zero or multiple candidates). User adds the missing `using` or
migrates the site manually.

Each generated file emits a class shaped exactly like the 1.5.378
wrapper:

```csharp
[global::System.Obsolete("'Int32Collection' was removed in 2.0. Use 'List<int>' or 'ArrayOf<int>' instead. (UA0002)")]
internal sealed class Int32Collection : global::System.Collections.Generic.List<int>
{
    public Int32Collection() { }
    public Int32Collection(int capacity) : base(capacity) { }
    public Int32Collection(global::System.Collections.Generic.IEnumerable<int> collection) : base(collection) { }
    public static implicit operator global::Opc.Ua.ArrayOf<int>(Int32Collection? value)
        => value is null ? default : value.ToArrayOf();
}
```

**Design choice — `internal` (not `public`):** the generated shim never
leaks through the consumer's public API surface. Consumers with *public*
methods or properties returning a `<Type>Collection` will hit `CS0050:
Inconsistent accessibility` — the intended signal that the public
surface must migrate to `List<T>` / `ArrayOf<T>` first; internal call
sites keep compiling under the shim so iteration is incremental.

### 19-rule analyzer reference

| Rule | Replaces | Default | Auto-fix |
|------|----------|---------|----------|
| `UA0001` | `Utils.Trace` / `Utils.LogX` | Info | No (telemetry
plumbing requires manual review) |
| `UA0002` | Removed `<Type>Collection` wrappers | Warning | Yes (→
`List<T>` / `ArrayOf<T>`); the source generator keeps the call site
compiling in the meantime |
| `UA0003` | `x == null` on now-struct built-ins | Warning | Yes (→
`x.IsNull`) |
| `UA0004` | `?.` on now-struct built-ins | Warning | Yes (drop the `?`)
|
| `UA0005` | `byte[]` where `ByteString` is expected | Warning | Yes
(append `.ToByteString()`) |
| `UA0006` | `new Variant(object\|DateTime\|Guid\|byte[])` | Warning |
Yes (→ `Variant.From(...)`) |
| `UA0007` | `new NodeId(string)` / `new ExpandedNodeId(string)` |
Warning | Yes (→ `Parse`) |
| `UA0008` | `Session.Call(..., params object[])` | Warning | Yes (wrap
with `Variant.From`) |
| `UA0009` | `[DataContract]` / `[DataMember]` on config extensions |
Warning | Yes (→ `[DataType]` / `[DataTypeField]`) |
| `UA0010` | `using` / `Dispose` on `CertificateIdentifier` /
`UserIdentity` / `IUserIdentityTokenHandler` | Warning | Yes (drop the
disposable) |
| `UA0011` | Sync
`IUserIdentityTokenHandler.{Encrypt,Decrypt,Sign,Verify}` | Info | No
(async promotion required) |
| `UA0012` | `CertificateFactory.*` static helpers | Warning | Yes (→
instance methods) |
| `UA0014` | `DataValue.IsGood(dv)` static helper | Warning | Yes (→
`dv.IsGood`) |
| `UA0015` | Sync / APM members on GDS / LDS clients | Info | No (async
promotion required) |
| `UA0018` | `CertificateIdentifier.Certificate` getter | Info | No (→
`LoadCertificate2Async`) |
| `UA0019` | `new DataValue(StatusCode[, ts])` | Warning | Yes (→
object-initializer form) |
| `UA0020` | `EncodeableFactory.GlobalFactory` / `Create()` | Warning |
Yes (→ `ServiceMessageContext.Factory` / `Fork()`) |
| `UA0021` | `CertificateValidator` / `CertificateValidationEventArgs`
(structural rename) | Info | No (see migration guide §Certificate
validation) |
| `UA0022` | `ApplicationConfiguration.CertificateValidator` /
`ServerBase.CertificateValidator` property rename | Warning | Yes (→
`.CertificateManager`) |

Plus one generator-only diagnostic:

| Rule | Source | Default | Triggers |
|------|--------|---------|----------|
| `MIG01` | Generator | Warning | Generator can't uniquely resolve the
element type for a `<Foo>Collection` reference (zero or multiple
candidates). The user adds a `using` for the namespace defining `Foo`,
or migrates the call site manually. |

### Runtime shim coverage (`Opc.Ua.MigrationAnalyzer.Core.dll`)

C# 14 `extension` members so 1.5.378 call sites continue to compile:

- **Moved obsolete extensions** the 2.0 libraries no longer carry
inline: `NodeId` / `Variant` / `DataValue` null-check helpers, `Session`
sync helpers, `Subscription` sync helpers, `ApplicationInstance`
helpers, `ServerBase.Start` / `Stop`, `TransportChannel` APM,
`ChannelBase` static factory methods, etc.
- **New shims for genuinely-removed members**:
`EncodeableFactory.GlobalFactory`, `CertificateIdentifier.Certificate`
(throws), sync wrappers for
`IUserIdentityTokenHandler.{Encrypt,Decrypt,Sign,Verify}`, sync + APM
wrappers for the GDS / LDS client APIs, `GlobalDiscoverySampleServer`
1.5.378-shape ctor (in-tree `Libraries/Opc.Ua.Gds.Server.Common/`).

> ⚠ The sync shims wrap their `*Async` counterparts via
`Task.Run(…).GetAwaiter().GetResult()`. Intended as a **migration aid
only** — port to `await` before shipping.

### Repo layout

```
Tools/Opc.Ua.MigrationAnalyzer/                  # analyzer DLL
  Analyzers/UA00xxAnalyzer.cs                    # 19 DiagnosticAnalyzer impls
  Diagnostics/{DiagnosticIds,Descriptors,WellKnownProperties}.cs
  Helpers/{SymbolExtensions,UaSymbols}.cs
  Opc.Ua.MigrationAnalyzer.nuspec                # ships all 3 analyzer DLLs + 6-TFM Core
  OPCFoundation.NetStandard.Opc.Ua.MigrationAnalyzer.props

Tools/Opc.Ua.MigrationAnalyzer.CodeFixer/        # code-fix DLL
  CodeFixes/UA00xxCodeFix.cs                     # 14 CodeFixProvider impls

Tools/Opc.Ua.MigrationAnalyzer.Generator/        # source generator DLL  (NEW)
  MigrationGenerator.cs                          # IIncrementalGenerator
  CollectionShimCatalog.cs                       # 30-entry element-type overrides
  Diagnostics/GeneratorDiagnostics.cs            # MIG01

Tools/Opc.Ua.MigrationAnalyzer.Core/             # runtime shim (multi-TFM)
  Client/, Configuration/, Core/, Gds.Client.Common/, Types/, Marker/

Tools/Roslyn.slnx                                # source-gen + migration projects

Tests/Opc.Ua.MigrationAnalyzer.Tests/            # 142 tests
  Analyzers/UA00xxTests.cs                       # 107 analyzer + code-fix tests
  Generators/MigrationGeneratorTests.cs          # 35 generator tests (NEW)
Tests/Opc.Ua.MigrationAnalyzer.Core.Tests/       # 13 runtime-shim tests
```

### Documentation

-
[`Docs/MigrationGuide.md`](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/Docs/MigrationGuide.md)
— §3 Collection Type Migration gains a tip pointing at the generator so
CS0246 is replaced with `[Obsolete]` warnings + UA0002.
-
[`.github/agents/opcua-v20-migration.agent.md`](https://github.com/OPCFoundation/UA-.NETStandard/blob/master/.github/agents/opcua-v20-migration.agent.md)
— Strategy section mentions the three Roslyn components + runtime shim
explicitly, plus the MIG01 diagnostic and the "internal-by-design"
CS0050 hint.

### Central package pinning

`Directory.Packages.props` pins `Microsoft.CodeAnalysis.*` (Common,
CSharp, CSharp.Workspaces, Workspaces.Common) to **4.14.0** — the stable
analyzer API surface. The earlier 5.3 pin was the *csc-internal*
version, which is not safe for analyzer hosts.

### Dogfood story

The full 42-sample dogfood against
`OPCFoundation/UA-.NETStandard-Samples` surfaced a **critical
analyzer-loader bug** in an earlier iteration: the analyzer DLL
initially co-shipped its code-fix providers in one assembly, which
transitively referenced `Microsoft.CodeAnalysis.Workspaces.dll`.
csc.exe's analyzer host ships only `Microsoft.CodeAnalysis.dll` +
`CSharp.dll` in its bincore and **silently swallows** load failures —
net result: zero diagnostics across all samples. Fix landed in commit
`861fa6ee1`:

1. **Split** the assembly: analyzer in `Opc.Ua.MigrationAnalyzer.dll`
(Workspaces-free, csc-safe), code-fixes in
`Opc.Ua.MigrationAnalyzer.CodeFixer.dll` (Workspaces-aware, IDE-only).
2. **Downgrade** to Roslyn 4.14 — the stable analyzer API.
3. `/p:ReportAnalyzer=true` confirms all 19 analyzers initialise and
execute on real consumer code.

This PR's new generator was smoke-tested against a minimal consumer that
exercises all 30 catalog entries + a model-compiled element type + the
unresolvable case:
- 30 catalog patterns + model-compiled `MyThingCollection` → all emit
shims, fire CS0618 with `(UA0002)` marker
- Element-type renames verified: `DateTimeCollection` → `DateTimeUtc`,
`ByteStringCollection` → `ByteString`, `GuidCollection` → `Uuid`, etc.
- `NeverHeardOfItCollection` → `MIG01` fires with help link to the
migration guide

Known compatibility gaps (documented in the migration agent):
- Legacy WinForms `.Net4` sample projects use pre-SDK MSBuild XML and
**ignore** `Directory.Build.targets` `<PackageReference>` injection —
consumers in this format must add the migration package to their csproj
inline.

### Packaging design notes

- Hand-authored nuspec ships 3 DLLs in `analyzers/dotnet/cs/` + 6 TFMs
of Core (shim) DLLs under `lib/`. All 6 OPC UA runtime package
dependencies are declared per-TFM-group.
- `build/OPCFoundation.NetStandard.Opc.Ua.MigrationAnalyzer.props` is
auto-imported by NuGet (file name must match package id exactly) and
injects all three analyzer DLLs as `<Analyzer>` items.
- `DiagnosticIds.cs` / `DiagnosticDescriptors.cs` /
`WellKnownProperties.cs` / `Helpers/*.cs` are **shared via `<Compile
Link=…>`** between the analyzer and code-fixer projects to break what
would otherwise be a NuGet restore cycle. The generator has no compile
dependency on the analyzer; the 30-entry override table is duplicated in
`CollectionShimCatalog.cs` (the analyzer table also drives diagnostic
messages, so the duplication is small and intentional).
- `Opc.Ua.MigrationAnalyzer.Core` is multi-TFM (`net472, net48,
netstandard2.1, net8.0, net9.0, net10.0`) and **non-packable on its
own**; the parent migration package's nuspec consumes each TFM's DLL by
path.
2026-06-05 12:01:53 +02:00
Marc Schier dbc09b8e22 Adopt System.TimeProvider across the stack (fixes #2458) (#3829)
# Description

Adopt
[`System.TimeProvider`](https://learn.microsoft.com/dotnet/api/system.timeprovider)
across the stack so that every place that creates timers, runs duration
math, or schedules periodic work is mockable, deterministic in tests,
and immune to wall-clock changes.

The migration touches Core, Core.Types, Server, Client, PubSub,
Configuration, Gds (server + client), Lds, and the Quickstarts/Console
reference apps. Per-component changes follow the same pattern:

1. Add a `private readonly TimeProvider m_timeProvider;` field.
2. Accept a nullable `TimeProvider? timeProvider = null` as the **last**
constructor parameter (new overload; legacy constructor stays for binary
compatibility and delegates with `timeProvider: null`).
3. Initialise the field with `m_timeProvider = timeProvider ??=
TimeProvider.System;`.
4. Replace `new Timer(...)`, `Stopwatch`, `HiResClock.*`,
`DateTime.UtcNow`-based duration math, and `Task.Delay(delay, ct)` in
timing loops with the matching `m_timeProvider` API (`CreateTimer`,
`GetTimestamp` / `GetElapsedTime`, `GetUtcNow().UtcDateTime`,
`Task.Delay(delay, m_timeProvider, ct)`).
5. Wire the provider through DI: `AddOpcUaServerBuilder` /
`AddOpcUaClientBuilder` register `TimeProvider.System` via
`TryAddSingleton<TimeProvider>()` so tests can swap in
`Microsoft.Extensions.Time.Testing.FakeTimeProvider`.

`HiResClock` itself is kept (so the
`ApplicationConfiguration.DisableHiResClock` schema flag still
round-trips), but **every public member** is now `[Obsolete]` with a
single shared message pointing to the new migration-guide section. The
few internal call sites that still need to set/read `HiResClock` are
wrapped with `#pragma warning disable CS0618`.

### Highlights per component

- **Core / Stack** — `Opc.Ua.Core`, `Opc.Ua.Core.Types`, channel
pipeline (`UaSCBinaryClientChannel`, `ChannelToken`,
`UaSCBinaryChannel`), `ApplicationConfiguration`, certificate
validators, `JwksIssuerKeyResolver`, `TimeProviderExtensions` polyfills
(`GetTimestampMilliseconds`, `GetTickCount`,
`CancellationTokenSource(timeout, timeProvider)`, `Task.Delay(delay,
provider, ct)` polyfill for older TFMs).
- **Server** — session lockout, subscription pipeline
(publish/sample/keep-alive/lifetime), `MonitoredItemQueue`, alarm
sampling rate, `IntervalRunner`, server diagnostics, configuration state
machines, hosted services.
- **Client** — `Session`, managed/V2 subscription engines, reconnect
handlers, channel keep-alive, periodic publishing, complex-type
discovery polling.
- **PubSub** — `IntervalRunner` pipeline, message-receive timers,
MQTT/UDP keep-alive, publishers/readers.
- **Gds / Lds** — `LdsServer`, `LinqApplicationsDatabase` expiry
housekeeping, GDS clients (push, pull), `DirectoryCertificateStore`,
`ConnectionStateMachine`, classic subscription engine.
- **Quickstarts / Console samples** — `SampleNodeManager`,
`ReferenceNodeManager`, `AlarmNodeManager`, `BoilerState`,
`MemoryBufferState`, `PublishedValuesWrites`. Samples resolve via
`(Server as ITimeProviderProvider)?.TimeProvider ?? TimeProvider.System`
so existing ctor signatures stay binary-compatible.
- **Tests** — `Opc.Ua.PubSub.Tests` adds `IntervalRunnerTests`; existing
`SubscriptionTests`, `UaPublisherTests`, and `TestDataSystem` move off
`HiResClock`. Added `Microsoft.Extensions.TimeProvider.Testing` package
for `FakeTimeProvider` (project-load warning surfaces on net48/net472
only — runtime is .NET 8+).

### Migration guide

New section [**Time and Timer abstraction
(`TimeProvider`)**](Docs/MigrationGuide.md#time-and-timer-abstraction-timeprovider)
documents:

- The canonical replacement table (`HiResClock.UtcNow` →
`timeProvider.GetUtcNow().UtcDateTime`, `HiResClock.TickCount64` →
`timeProvider.GetTimestamp()`, `new Timer` → `timeProvider.CreateTimer`,
`Task.Delay(delay, ct)` → `Task.Delay(delay, timeProvider, ct)`, …).
- The `TimeProvider? timeProvider = null` + `??=` constructor pattern.
- DI wiring and how to swap in `FakeTimeProvider` in tests.
- Before/after snippets for `HiResClock.TickCount64`,
`HiResClock.UtcNow`, and `new Timer(...)`.

## Related Issues

- Fixes #2458

## 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.
2026-06-03 22:38:32 +02:00
Marc Schier 49305d9085 V2 subscription engine close gap for test and feature parity with classic engine (#3824)
# Description

V2 subscription engine feature parity round to make the classic engine
eligible for deprecation. Splits the test surface so the classic and V2
engines can evolve independently, ports the gaps the classic-engine
integration tests had been exercising, and lands the public V2 API
additions needed to close them.

- Splits `Tests/Opc.Ua.Subscriptions.Tests` into a classic
(`Opc.Ua.Subscriptions.Classic.Tests`) and a V2
(`Opc.Ua.Subscriptions.Tests`) project to shrink CI time and let the two
engines diverge cleanly.
- Adds the V2 public-surface gaps required by the test ports
(`Subscription.ServerId` on the class, `SetSubscriptionDurableAsync`,
`SendInitialValuesOnTransfer`, unified `OnSubscriptionStateChangedAsync`
handler callback, per-item `ConditionRefreshAsync`, fluent
`LoadSubscriptionsAsync(Stream, …)` and `Subscription.Snapshot()` /
`RestoreAsync()` for save/load + transfer).
- Lands handler-centric design (no `PublishingStopped` property handlers
maintain derived state); always-sequential per-subscription delivery
documented + tested.
- **Adds short and long haul stability tests for the V2 `ManagedSession`
+ subscription engine. Closes #3744** (see "Issue #3744 Haul tests"
below).
- **Migrates SubscriptionStateSnapshot / MonitoredItemStateSnapshot to
`[DataType]` source-generator codecs**.
- `SubscriptionDurableV2Tests.cs` 5 V2 ports of the classic durable test
patterns.
- `V2FollowUpCoverageTests.cs` handler state-change callback, fluent
stream-based `LoadSubscriptionsAsync`, `SendInitialValuesOnTransfer`,
snapshot edge cases (empty / `DataChangeFilter` round-trip / concurrent
  mutation).
- `SubscriptionFailoverV2Tests.cs` forced channel-break with and without
`WithTransferSubscriptionsOnRecreate`.
- `MonitoredItemConditionRefreshLiveV2Tests.cs` ΓÇö live
`ConditionRefresh` against the reference server's event source; asserts
`RefreshStart` / `RefreshEnd` events flow through the handler.

## Fixes

- #3744 Haul tests (V2 ManagedSession + subscription engine)
`Tests/Opc.Ua.Sessions.Tests/ManagedSessionStabilityTest.cs` adds the
short/long haul coverage requested by
[#3744](https://github.com/OPCFoundation/UA-.NETStandard/issues/3744)
plus the bonus fault-injection variant:

| Test | Duration | Category | Purpose |
|---|---|---|---|
| `ShortHaulManagedSessionV2Async` | 2 minutes | `ManagedSessionHaul`
(`[Explicit]`) | Quick local sanity check of the V2 monotonicity
contract. |
| `LongHaulManagedSessionV2Async` | 90 minutes (configurable via
`TEST_DURATION_MINUTES`) | `ManagedSessionHaul` (`[Explicit]`) |
Long-running V2 stability + monotonicity. |
| `LongHaulManagedSessionWithFaultInjectionV2Async` | 90 minutes
(configurable) + fault every `FAULT_INJECTION_INTERVAL_SECONDS` (default
60s) | `ManagedSessionHaul` (`[Explicit]`) | **Bonus** ΓÇö force-closes
the subscriber transport channel periodically; verifies V2 manager
transfers/recreates the subscription and continues monotonic delivery
across reconnects. |

**Pattern.** A writer `ManagedSession` increments a `uint32` counter and
writes it into `Scalar_Static_Mass_UInt32_UInt32_00` every 250ms. A
subscriber `ManagedSession` runs a V2 subscription with a single
monitored item on the same node. `MonotonicCounterHandler` asserts each
received sample is *strictly greater than* the previous one. V2
`ISubscriptionNotificationHandler` per-subscription ordering guarantee.
Skipped values (sampling rate < write rate) are tolerated; duplicates
and reorderings are violations.
2026-06-03 04:39:08 +02:00
Marc Schier eb40a59566 More format and diagnostic fixes (#3780)
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.
2026-05-26 06:06:09 +02:00
Marc Schier f3928db05b Add unified Microsoft.Extensions DI surface across OPC UA libraries (#3803)
Introduces a consistent `Microsoft.Extensions.DependencyInjection`
surface across the OPC UA libraries. Every consumer starts from a single
root entry point and chains feature-specific extension methods on a
unified builder. PubSub is intentionally excluded per the original
scope.

```csharp
services
    .AddOpcUa()                          // Stack/Opc.Ua.Core
    .AddServer(o => { /* … */ })         // Libraries/Opc.Ua.Server
    .AddNodeManager<MyNodeManagerFactory>()
    .Services
    .AddOpcUa()
    .AddClient(o => { /* … */ });        // Libraries/Opc.Ua.Client
```

Manual non-DI constructors (`new ApplicationInstance(...)`, `new
StandardServer(...)`, `new LdsServer(...)`, `new ManagedSession(...)`,
etc.) remain unchanged — DI is purely additive for users who want the
.NET Generic Host to own application lifetime, logging, and
configuration.

### What ships

| Feature library | Method on `IOpcUaBuilder` | Returns |

|----------------------------------------------|-------------------------------------------|--------------------------|
| `Opc.Ua.Core` (root) | `services.AddOpcUa()` | `IOpcUaBuilder` |
| `Opc.Ua.Configuration` | `builder.AddApplicationInstance()` |
`IOpcUaBuilder` |
| `Opc.Ua.Client` | `builder.AddClient(opt => …)` |
`IOpcUaClientBuilder` |
| `Opc.Ua.Client.ComplexTypes` | `builder.AddComplexTypes()` |
`IOpcUaBuilder` |
| `Opc.Ua.Server` | `builder.AddServer(opt => …)` |
`IOpcUaServerBuilder` |
| `Opc.Ua.Gds.Client.Common` | `builder.AddGdsClient(opt => …)` |
`IGdsClientBuilder` |
| `Opc.Ua.Gds.Server.Common` | `builder.AddGdsServer(opt => …)` |
`IGdsServerBuilder` |
| `Opc.Ua.Lds.Server` | `builder.AddLdsServer(opt => …)` |
`ILdsServerBuilder` |
| `Opc.Ua.WotCon.Server` | `builder.AddWotConServer(opt => …)` |
`IWotConServerBuilder` |
| `Opc.Ua.WotCon.Client` | `builder.AddWotConClient(opt => …)` |
`IOpcUaBuilder` |

### Design highlights

- **Binary-safe inheritance** — `IOpcUaBuilder :
IDependencyInjectionBuilder` so any existing `AddLogging(this
IDependencyInjectionBuilder)` callers keep compiling unchanged.
- **Three options overloads** per feature: `Action<TOptions>`
(AOT-safe), `IConfiguration`, `IConfigurationSection`. The two binding
overloads are annotated `[RequiresUnreferencedCode]` /
`[RequiresDynamicCode]`. Section names follow the `OpcUa:<Feature>`
convention (`OpcUa:Server`, `OpcUa:Client`, `OpcUa:Gds:Server`,
`OpcUa:Lds`, …).
- **Generic Host integration** — each server feature (regular, GDS, LDS)
registers its own `BackgroundService`. Marker singletons throw
`InvalidOperationException` on duplicate `.AddServer()` /
`.AddGdsServer()` / `.AddLdsServer()`. A regular server + GDS + LDS can
coexist in one host; each owns its own `IApplicationInstance` produced
by a shared `IApplicationInstanceFactory` so PKI roots, endpoints, and
certificates don't collide.
- **Registration isolation** — node managers registered under the
regular server via `.AddNodeManager<T>()` are wrapped in
`OpcUaServerNodeManagerRegistration` so they don't bleed into the GDS /
LDS hosted services.
- **WoT Connectivity server** composes on top of the regular server
feature: `.AddServer(...).AddWotConServer(...)` registers
`WotConnectivityNodeManagerFactory` as a server node-manager
registration.
- **Unified telemetry** — `services.AddOpcUa()` registers
`ITelemetryContext` via `TryAddSingleton` using a new
`ServiceProviderTelemetryContext` that resolves the host's
`ILoggerFactory` on first use. User-supplied registrations win.

### Removed pre-release DI surface

The pre-release `services.AddOpcUaServer(...)`,
`services.AddOpcUaClient(...)`, `services.AddOpcUaGdsClient(...)`
extensions are deleted. `IClientBuilder` was renamed to
`IOpcUaClientBuilder`. In-repo callers migrated:

- `Applications/MinimalCalcServer/Program.cs`
- `Applications/MinimalBoilerServer/Program.cs`
- `Tests/Opc.Ua.Client.Tests/ClientBuilder/OpcUaClientBuilderTests.cs`
(renamed from `OpcUaClientServiceCollectionExtensionsTests.cs`)
- Docs (`MigrationGuide.md`, `Sessions.md`,
`SourceGeneratedNodeManagers.md`, README, new
`Docs/DependencyInjection.md`)

### csproj audit

Pruned every redundant `Microsoft.Extensions.*` package reference.
`Opc.Ua.Core` already pulls in `Microsoft.Extensions.Diagnostics` and
`Microsoft.Extensions.Logging`, which transitively expose DI / Options /
Configuration.Abstractions / Options.ConfigurationExtensions to every
downstream library. Only `Microsoft.Extensions.Hosting.Abstractions`
stays explicit on the server libraries (it isn't transitively
available). Also pruned redundant `System.Formats.Asn1` (Bindings.Https)
and `System.Collections.Immutable` (Security.Certificates).

### Tests

50 new tests in eight projects:

| Project                              | Tests |
|--------------------------------------|-------|
| `Opc.Ua.Core.Tests`                  | 12    |
| `Opc.Ua.Client.Tests`                | 4     |
| `Opc.Ua.Client.ComplexTypes.Tests`   | 3     |
| `Opc.Ua.WotCon.Tests`                | 6     |
| `Opc.Ua.Lds.Tests`                   | 5     |
| `Opc.Ua.Gds.Tests`                   | 6     |
| `Opc.Ua.Server.Tests` (integration)  | 10    |
| `Opc.Ua.Aot.Tests` (smoke)           | 4     |
| **Total**                            | **50** |

Combined-host integration tests cover the rubber-duck-driven scenarios:
telemetry-context override across legacy and new entry paths, server +
GDS + LDS coexistence with distinct ports and PKI roots,
duplicate-registration rejection, and node-manager isolation across
features.

### AOT

`dotnet publish Tests/Opc.Ua.Aot.Tests -c Release -r win-x64
--self-contained` reports zero `IL2026` / `IL3050` / `IL2104` warnings
from the new DI surface. All generic registrations carry
`[DynamicallyAccessedMembers(PublicConstructors)]`. AOT consumers stick
to the `Action<TOptions>` overload exclusively; the new
`Tests/Opc.Ua.Aot.Tests/HostingAotTests.cs` smoke fixture exercises this
end-to-end.
2026-05-25 20:24:53 +02:00
Marc Schier a193a0a278 Add OPC UA Server FileSystem (Part 20) and Local Discovery Server libraries (#3776)
This change introduces two independent additions to the .NET Standard
stack:

## `Libraries/Opc.Ua.Server.FileSystem` (Part 5 §C / Part 20 §4)

Server-side implementation of the OPC UA `FileType` /
`FileDirectoryType` companion model, mirroring the existing client
namespace `Libraries/Opc.Ua.Client.FileSystem`.

### Provider abstraction

- `IFileSystemProvider` — async storage abstraction
  (`GetEntryAsync` / `EnumerateAsync` / `OpenRead/WriteAsync` /
  `Create{Directory,File}Async` / `DeleteAsync` / `MoveAsync` /
  `CopyAsync`). All paths are forward-slash provider-relative; the
  empty string is the root.
- `FileSystemEntry` record + `FileWriteMode` enum.

### Default `PhysicalFileSystemProvider`

`System.IO`-based implementation that mounts a **single physical
directory** as the FileSystem root. Rejects path-traversal attempts
(`..` escape) via `Path.GetFullPath` + root-prefix check. Supports
an optional `isWritable: false` mode for read-only mounts.

### Node manager

`FileSystemNodeManager` drives every Browse / Read / Method call
through the configured provider. Each mounted provider is anchored
as a `FileDirectoryType` instance under the standard
`Server.FileSystem` object (`ObjectIds.FileSystem`, `i=16314`)
via `HasComponent`, which is what
`FileSystemClient.OpenServerFileSystem` expects to find. Mount
multiple providers by registering multiple
`FileSystemNodeManager` instances. Companion files
(`DirectoryBrowser`, `DirectoryObjectState`, `FileObjectState`,
`FileHandle`, `FileSystemNodeId`, `FileSystemNodeManagerFactory`)
are all provider-driven.

### Client-side fix

`Libraries/Opc.Ua.Client.FileSystem.FileSystemClient.EnumerateChildrenAsync`
now stops the BrowseNext loop on `continuation.Length == 0` in
addition to `continuation.IsNull`. Without this fix, an
empty-but-non-null ByteString continuation returned by the SDK after
wire round-trip would cause a spurious BrowseNext and fail with
`BadContinuationPointInvalid`.

### Reference-server hook

`Quickstarts.ReferenceServer.ReferenceServer` gains two opt-in
properties (default off):
- `EnableFileSystemNodeManager` — toggles whether the FS node
  manager is registered.
- `FileSystemProvider` — caller-supplied
  `IFileSystemProvider`. When `null` and the flag is on, falls
  back to a `PhysicalFileSystemProvider` rooted at
  `%TEMP%/OpcUaReferenceServerFs` (mount name `Temp`).

### Tests

`Tests/Opc.Ua.Client.Tests/FileSystem/FileSystemClientIntegrationTests.cs`
— 12 end-to-end tests over a real
`ServerFixture<ReferenceServer>` + `ClientFixture` (opc.tcp,
SecurityNone, temp-dir provider): round-trip write/read,
enumeration, nested `CreateDirectory` / `CreateSubdirectory`,
delete, move, copy, large-file chunked read, mount BrowseName,
missing path returns null, multi-level enumeration, text round-trip,
read-only provider rejects write.

## `Libraries/Opc.Ua.Lds.Server`

A new Local Discovery Server (LDS) library implementing OPC UA Part
12 §7:
- `LdsServer` — main server class.
- `MulticastDiscovery` — DNS-SD / mDNS bootstrap via
  `Makaretu.Dns.Multicast` (version 0.27.0 added to
  `Directory.Packages.props`).
- `RegisteredServerStore` — in-memory store with TTL.
- `RegistrationEntry` + `ServerOnNetworkRecord` — value types.

Comes with a sample host `Applications/ConsoleLdsServer`.

## Build / test
- `dotnet build UA.slnx -c Release` -> 0 errors on all target
  frameworks (net472, net48, netstandard2.1, net8.0, net9.0, net10.0).
- `Opc.Ua.Server.Tests` -> 964 pass, 5 skip, 0 fail.
- `FileSystemClientIntegrationTests` -> 12/12 pass.
2026-05-17 21:31:47 +02:00
Marc Schier 70b4498db8 Certificate manager and ref counted certificate type (#3688)
* 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
2026-05-12 07:56:38 +02:00
Marc Schier bd4543e961 ManagedSession, Pluggable Subscription engine, and fluent builder + DI (#3730)
- 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.
2026-05-05 19:09:07 +02:00
Marc Schier 94bc03b9f6 fix address space issues (#3705)
* fix missing mandatory children

* Source generator: fix encoding nodes, EventNotifier, and type RBAC

- Emit DataType encoding nodes (Default Binary/XML/JSON) into the
  generated address space. CollectEncodingNodes() discovers
  DataTypeEncodingType instances and builds synthetic hierarchies
  with their HasEncoding/HasDescription references.

- Auto-set EventNotifier=SubscribeToEvents on Object nodes that have
  forward HasEventSource or HasNotifier references. The fix works at
  two levels: ModelDesignValidator infers SupportsEvents on types with
  event references in design XML, and NodeStateGenerator checks the
  resolved reference set for merged instances that inherit references
  from their type definitions.

- Wrap AccessRestrictions/RolePermissions in if(forInstance) guards
  for ObjectType, VariableType, DataType, and ReferenceType templates
  so type definition nodes remain accessible to all users.

- Allow ModellingRule=None Object children on type definitions to be
  emitted (e.g. state machine states/transitions).

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

* Update missing nodes analysis after source generator fixes

Retest with admin credentials against ConsoleReferenceServer v1.05.07.
Categorize 794 truly missing nodes (after filtering optional/placeholder):
- 384 encoding nodes (NodeSet2.xml-only, not in design XML)
- 172 role instance children
- 84 other nodes
- Remaining: trust list, PubSub, diagnostics, etc.

RBAC and EventNotifier fixes confirmed working.

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

* update

* plans: detailed analysis of 292 remaining missing nodes

Replaced the two previous analysis files with a single consolidated
validation report. Each of the 292 nodes is classified with a reason:

- 212 type-level children (ObjectType definitions not instantiated)
- 48 instance-level children (diagnostics, HA, FileSystem, PubSub)
- 32 orphan property templates (design-time canonical definitions)

Only 1 fix recommended: Server.Auditing (i=2994) should be exposed
as false per Part 5 section 6.3.3.

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

* feat: add GDS node manager to ConsoleReferenceServer

Add Global Discovery Server functionality to the reference server:
- Add Opc.Ua.Gds.Server.Common project reference
- Add GdsNodeManagerFactory that creates ApplicationsNodeManager
  with JsonApplicationsDatabase and CertificateGroup (auto-approve)
- Add GlobalDiscoveryServerConfiguration extension to config XML
- Add GDS to ServerCapabilities
- Registration is opt-in: only when config extension is present

Also fix pre-existing source generator test failures:
- Add missing CreateOrReplaceTransitionNumber stub method to
  StateMachineTransitionState in CompilerUtils.cs (8 tests fixed)

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

* plans: update missing nodes report with GDS retest results

Retested after adding GDS node manager to ConsoleReferenceServer.
Total missing reduced from 1325 to 1243 (82 fewer).
335 remaining 'other' nodes fully classified with per-node reasons.

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

* plans: Server.Auditing is present (access-restricted, not missing)

Live validation confirmed i=2994 exists with value=true, visible to
admin users. Returns BadUserAccessDenied for anonymous. No fixes needed.

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

* Fix CttTestRunner build errors for v1.6 API and Jint 4.8.0

- Update System.CommandLine 2.0.7 API: SetHandler->SetAction, InvokeAsync->Parse().InvokeAsync()
- Remove ObjectInstance inheritance from CttAssert, CttServiceRegister, CttIdentifierConstants, CttMonitoredItemHelper; use ToJsObject() factory methods instead
- Replace Jint.Native.JsValueType with .IsObject()/.IsNumber()/.IsString() etc.
- Add missing using directives (Jint.Runtime, Microsoft.Extensions.Logging, etc.)
- Fix NodeId.Identifier obsolete -> TryGetIdentifier<uint>
- Fix DataValue.Value obsolete -> WrappedValue.AsBoxedObject()
- Fix ApplicationInstance() obsolete -> ApplicationInstance(ITelemetryContext)
- Fix LoadApplicationConfiguration -> LoadApplicationConfigurationAsync
- Fix CheckApplicationInstanceCertificate -> CheckApplicationInstanceCertificatesAsync
- Fix CoreClientUtils.SelectEndpointAsync signature (requires telemetry param)
- Fix DefaultSessionFactory() obsolete -> DefaultSessionFactory(ITelemetryContext)
- Fix DiscoveryClient.Create -> DiscoveryClient.CreateAsync
- Fix FindServers/GetEndpoints -> FindServersAsync/GetEndpointsAsync
- Fix StatusCode to uint conversions
- Fix ArrayOf<T> iteration (use foreach instead of LINQ on IConvertableToArray)
- Fix XmlNodeList null coalescing in CttProjectSettings
- Fix JsValue.False -> JsValue.FromObject(engine, false)
- Add --json option to Program.cs for machine-readable output

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

* fix: emit type-level children with ModellingRule=None for all node classes

The source generator's GetChildren method only included
ModellingRule=None children when they were ObjectDesign instances
(state machine states/transitions). This excluded Variables and
Methods that are explicitly defined on types without a modelling
rule, such as:

- ConditionType.ConditionRefresh (Method)
- ConditionType.ConditionRefresh2 (Method)
- ConditionType.SupportsFilteredRetain (Variable)
- ProgramStateMachineType.Creatable (Variable)
- Various TrueState/FalseState display-hint properties

Remove the ObjectDesign restriction so all explicitly defined
type-level children with ModellingRule=None are included in the
generated address space. This adds ~52 previously missing nodes.

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

* plans: update report after ModellingRule=None generator fix

Type-level children dropped from 261 to 203 (-58) after fixing the
source generator to emit Variables and Methods with ModellingRule=None.
Total 'other' reduced from 335 to 283. No fixes needed for any
remaining nodes.

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

* plans: all 203 type-level children confirmed present via Read

Verified all 203 'type-level children' exist in the server (none
return BadNodeIdUnknown). They return Good, BadUserAccessDenied,
or BadSecurityModeInsufficient -- all confirming the node exists
but is access-restricted for anonymous users.

All 1,316 export-missing nodes are now accounted for. Zero nodes
are actually missing from the server address space.

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

* Fix CttTestRunner session service methods for CTT JS script compatibility

- Implement ServiceCreateSession with real Session.CreateAsync connection
- Implement ServiceActivateSession with proper response fields
- Implement ServiceCloseSession with session cleanup
- Fix UaSession constructor to provide service methods via CreateServiceObject
- Convert all type constructors from ClrFunction to JS functions for 'new' support
  (Jint 4.x ClrFunction does not support [[Construct]])
- Add UaChannel.connect/disconnect stubs for OpenSecureChannel flow
- Add UaDiscovery with getEndpoints/findServers from discovery session
- Add missing types: UaSubscriptionDiagnosticsDataType, UaHistoryUpdateResult, etc.
- Add missing enums: IdentifierType, Constants (DateTime/numeric limits)
- Add UaPkiCertificate.fromDER, UaByteString.fromStringData, PkiType, UaPkiUtility
- Add UaDateTime.Now constructor, equals/msecsTo methods
- Add UaStatusCode with isGood/isBad/isUncertain as JS constructor
- Fix response headers with Timestamp (UaDateTime), ServiceDiagnostics, StringTable
- Fix endpoint descriptions with Server, UserIdentityTokens, ServerCertificate
- Add CreateResponseHeader helper for consistent response header construction
- Override warnOnce.js loggers to avoid Function.caller incompatibility
- Add stopTest, checkResourceError (lowercase) global functions
- Add UaOpcServer constructor with all method stubs
- Handle JS parse errors in include() for malformed CTT files
- Test.Connect() now calls InstanciateHelpers with DiscoverySession

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

* Add CttTestRunner: .NET replacement for CTT JavaScript host environment

Implements a Jint-based JavaScript engine that can execute the OPC Foundation's
Compliance Test Tool .js test scripts using the OPC UA .NET Standard stack.

Features:
- Parses CTT .ctt.xml project files (Qt AbstractItemModelData format)
- Loads and resolves CTT include() dependency chains (~100 library files)
- Registers ~250 Ua* type constructors for JavaScript
- Implements session.read/write/browse/getEndpoints/findServers
- Provides all OPC UA enumerations, NodeId constants, Assert methods
- CLI with --list, --file, --conformance-unit, --result, --json flags
- Headless operation for agent/CI integration

Current status: Framework connects to OPC UA server and loads CTT test
infrastructure. Session establishment flow needs additional property
compatibility for CreateSession/ActivateSession request objects.

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

* fix: do not apply DefaultAccessRestrictions/DefaultRolePermissions to type definitions

ObjectType and VariableType nodes should never have access
restrictions or role permissions from DefaultAccessRestrictions/
DefaultRolePermissions. These defaults are meant to apply to
instances of the type, not to the type definition node itself.

Previously, CertificateGroupType, TrustListType, SecurityGroupType
and other types were incorrectly emitted with AccessRestrictions
inherited from their DefaultAccessRestrictions, making them
unreadable without encryption even though the spec defines no
restrictions on these type definitions.

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

* CttTestRunner: fix session establishment flow

- Fix constructor patterns (new/no-new dual call support)
- Fix ResponseHeader with ServiceDiagnostics/StringTable
- Populate ServerNonce, ServerCertificate, ServerEndpoints in CreateSession response
- Add UaVariant setter methods (setNodeId/setString/setBoolean/etc.)
- Add UaCreateSessionRequest/ActivateSessionRequest with proper nested structures
- Fix UaPkiUtility/UaPkiCertificate with Thumbprint/toDERFile/loadCertificateFromFile
- Add missing enums: PerformUpdateType, SecurityPolicy, StructureType, etc.
- Add HostInfo, Bit helper, KeyPairCollection, ExpectedAndAcceptedResults
- Add _error.store(), MessageSecurityMode.toString()

Status: Session creates successfully, CreateSession validation runs,
hits validateCertificate in PKI chain (next to implement).

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

* plans: update report after DefaultAccessRestrictions type definition fix

ObjectTypes no longer have incorrect access restrictions. Type
children reduced from 203 to 164 (39 now visible). Total export-
missing reduced from 1316 to 1146. Remaining 164 type children are
individual methods/variables with spec-correct access restrictions.

Two source generator fixes applied:
- ModellingRule=None children for Variables/Methods
- DefaultAccessRestrictions not applied to ObjectType/VariableType

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

* CttTestRunner: fix PKI, cert validation, warnOnce, session response

- Intercept warnOnce.js with Jint-compatible replacement (no Function.caller)
- Add _log.store() global helper
- Add HOSTNAMES/HostnameFromUrl helpers for cert hostname validation
- Add UaPkiCertificate properties: PublicKey, Issuer, Subject, KeyUsage, Hostnames
- Add UaPkiUtility.validateCertificate stub
- Add UaByteString static helpers: FromByteArray, ToByteArray, fromHexString
- Use JS UaNodeId constructor for proper equals() support
- Fill AuthenticationToken and 32-byte ServerNonce in CreateSession response
- Add clone/append to ByteString objects

Session flow: CreateSession validates, ActivateSession reached, hits
Channel.ServerCertificate.clone() (IsSecure check — next to fix).

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

* CttTestRunner: complete session establishment, crypto stubs, ByteString helpers

- Add _makeByteString() helper for consistent ByteString objects with clone/append/isEmpty
- Add UaCryptoProvider with asymmetricSign/Verify stubs
- Add UaExtensionObject setter methods (setAnonymousIdentityToken, etc.)
- Fix UaChannel with full properties (RequestedSecurityPolicyUri, IsSecure, etc.)
- Fix duplicate type registrations overriding custom constructors
- Fix ActivateSession response header with ServiceDiagnostics
- Remove UaCreateSessionResponse/ActivateSessionRequest/CloseSessionRequest duplicates

Status: Full session lifecycle works (GetEndpoints → OpenSecureChannel →
CreateSession → ActivateSession). Test scripts execute and hit server
capabilities initialization (MonitoredItem NodeId settings configuration).

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

* update

* plans: add spec references for access restriction reasoning

Added links to Part 3 sections 5.2.9, 5.2.11, and 6.3.3 explaining
why DefaultRolePermissions are applied to instance children but not
to type definitions. The NodeSet2.xml has no explicit RolePermissions
on these 164 nodes -- restrictions come from model design defaults.

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

* fix: add GDS project references to ConsoleReferenceServer Dockerfile

Add Opc.Ua.Gds.Common and Opc.Ua.Gds.Server.Common csproj COPY
lines to the Docker restore layer, required since the GDS node
manager was added to the ConsoleReferenceServer.

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

* update

* feat: add IsPartOfTypeHierarchy flag to bypass access restrictions on types

Type hierarchy nodes (ObjectType/VariableType definitions and their
children) should be universally accessible regardless of
AccessRestrictions and RolePermissions.

Changes:
- Add IsPartOfTypeHierarchy property to NodeState
- Set flag on ObjectType/VariableType in generated code (!forInstance)
- Propagate flag from parent to children in AddPredefinedNode
- Add flag to NodeMetadata, propagate in GetPermissionMetadata
- Bypass ValidateRolePermissions and ValidateAccessRestrictions
  when IsPartOfTypeHierarchy is true
- Revert isTypeDefinition guard: AccessRestrictions and
  RolePermissions are now emitted on all nodes as metadata,
  but enforcement is skipped for type hierarchy nodes
- Fix forInstance propagation in type factories: use
  forInstance: forInstance for type children so deep children
  (TrueState/FalseState etc.) are included when !forInstance

Type-level missing nodes reduced from 201 to 99. Remaining 99 are
in the server but not reachable by the export tool's browse path.

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

* plans: update report with final IsPartOfTypeHierarchy results

Missing from export reduced to 998 (from 1325 original).
Type children: 201 -> 99 (forInstance propagation fix).
All nodes verified present via OPC UA Read.

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

* fix: propagate IsPartOfTypeHierarchy in GetNodeMetadataAsync

The Browse service's per-reference ValidateRolePermissionsAsync
calls GetNodeMetadataAsync (not GetPermissionMetadataAsync). The
IsPartOfTypeHierarchy flag was only set in GetPermissionMetadataAsync,
causing type hierarchy nodes to be filtered out of Browse results.

This fixes 99 ObjectType children that were previously invisible
in Browse from their parent types. Type-level missing: 99 -> 0.

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

* plans: final report -- 0 type-level children missing (694 total)

Type-level missing: 99 -> 0 after fixing IsPartOfTypeHierarchy
propagation in GetNodeMetadataAsync. Total export-missing: 694
(384 encoding + 236 access-restricted + 74 instance/orphan).

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

* update

---------

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
2026-04-28 14:20:37 +02:00
Marc Schier 94653f1aee Add a MCP server that enables LLM/Copilot to be a OPC UA client (#3701)
* Opc ua client Mcp Server
* fix for #3699
2026-04-24 19:03:45 +02:00
Marc Schier 39fa3030fa Add a fluent api for server, a sample and generate node managers to use with it. (#3684)
* Add source-generated NodeManagers and fluent wiring API

Adds a fluent INodeManagerBuilder API for wiring per-node callbacks and a model-aware source generator that emits a partial CustomNodeManager2 plus an INodeManagerFactory for each design file.

Opt-in is per class via [Opc.Ua.Server.Fluent.NodeManager] on a partial class (recommended) or project-wide via the ModelSourceGeneratorGenerateNodeManager MSBuild property (legacy). The attribute supports NamespaceUri / Design selectors for multi-design projects and a GenerateFactory toggle. Diagnostics MODELGEN010 / MODELGEN011 surface unmatched bindings and non-partial classes.

Adds the ConsoleBoilerServer NativeAOT sample driving the new pipeline end-to-end with Microsoft.Extensions.Logging.Console and updated docs in Docs/SourceGeneratedNodeManagers.md.

* Add BoilerServer AOT smoke test

Verifies the source-generated Boiler.BoilerNodeManagerFactory loads
the boiler address space, registers its namespace, and dispatches the
fluent OnRead callbacks wired in BoilerNodeManager.Configure.cs.
All 3 new tests pass in JIT mode and against the NativeAOT-published
binary; total Aot.Tests suite: 71/71 pass.
2026-04-22 16:45:07 +02:00
Marc Schier d14cd10a86 Model dependency annotations using source generator + flaky test fixes (#3687)
* 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
2026-04-22 10:15:12 +02:00
Marc Schier 09e44453a4 Generate type safe (method) proxies for ObjectTypes inside models (#3685)
Add interop test agent

The new stack-pass ObjectMethodProxyGenerator emits proxies that derive
from Opc.Ua.ObjectTypeClient and reference Session.MessageContext.NamespaceUris.
Neither type exists in the in-memory test compilation, which only references
Opc.Ua.Types.dll. Moving ObjectTypeClient to Opc.Ua.Types would cascade ISessionClient,
IClientBase, ITransportChannel and the generated service interfaces with it, so the
type stays in Opc.Ua.Core and we add a minimal stub to OpcUaCoreStubs instead.

Wire Microsoft.Extensions.Options 10.0.5 + DependencyInjection.Abstractions 10.0.5 into Directory.Packages.props and the Gds.Client.Common project to enable upcoming options-driven configuration work.

 Modernize Opc.Ua.Gds.Client.Common (DI, options, interfaces, async dispose)
2026-04-22 05:59:06 +02:00
Randy Armstrong 36c936a361 Update SourceGenerator dependencies resolution mechanism. (#3680) 2026-04-20 17:31:18 +02:00
Marc Schier fd41681f4b Add support to publish OPC UA applications as Native AOT (#3633)
* 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
2026-04-13 20:52:29 +02:00
dependabot[bot] e8e90ca9f4 Bump NUnit3TestAdapter from 6.1.0 to 6.2.0 (#3634)
---
updated-dependencies:
- dependency-name: NUnit3TestAdapter
  dependency-version: 6.2.0
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
2026-03-27 15:00:44 +01:00
romanett 66f44396ff [Server] Improve Request Queue, fix Event handling, add Tests (#3611)
- implement RequestQueue using Channels
- add event load test
- add event integration test verifying event from server object is received
- fix Client Reconnect Test
- fix DiagnosticsNodeManager not creating RootNotifier for Server object
- add Benchmarks for MonitoredItem.QueueEvent
- add serveral UnitTest for DiagnosticsNodeManager
Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: romanett <7413710+romanett@users.noreply.github.com>
Co-authored-by: Marc Schier <marcschier@users.noreply.github.com>
2026-03-20 08:09:51 +01:00
Marc Schier 03777ecb09 New Json decoder/encoders, array/matrix abstractions, ByteString, and more. (#3619)
- **Collections overhaul** — new/rewritten collection types (`ArrayOf`, `Collections` commits)
- **`Variant` builder/accessor** — new APIs for constructing and accessing Variants
- **`NodeId` operators made explicit** — breaking change for implicit conversions
- **Version bumped to 1.6** with preview build support
- **NumericRange** uses Variant
- **object** type accessors and general usage removed.

### 🏗️ Infrastructure
- Build config updated; `.NET 10` targeting
- InternalsVisibleTo moved to `.csproj`
- Pipeline/CI adjustments
2026-03-18 12:23:30 +01:00